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C2022-063- BOLDplanning
1 Contract No. 2022-063 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND BOLDPLANNING, INC. THIS PROFESSIONAL SERVICES AGREEMENT (this “Agreement”) is entered into as of March 11, 2022, between the Town of Fountain Hills, an Arizona municipal corporation (the “Town”) and BOLDplanning, Inc., a(n) Tennessee corporation (the “Vendor”). RECITALS A. The Town issued a Request for Proposals, RFP No. 2022-008 (the “RFP”), a copy of which is on file with the Town and incorporated herein by reference, seeking proposals from vendors interested in providing Continuity of Government Operations Planning for the Town (the “Services”). B. The Vendor responded to the RFP by submitting a proposal (the “Proposal”), attached hereto as Exhibit A and incorporated herein by reference. C. The Town desires to enter into an Agreement with the Vendor to perform the Services, as set forth below. AGREEMENT NOW, THEREFORE, in consideration of the foregoing introduction and recitals, which are incorporated herein by reference, the following mutual covenants and conditions, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Town and the Vendor hereby agree as follows: 1. Term of Agreement. This Agreement shall be effective as of the date first set forth above and shall remain in full force and effect until December 31, 2022 (the “Initial Term”), unless terminated as otherwise provided in this Agreement. After the expiration of the Initial Term, this Agreement may be renewed for up two successive one-year terms (each, a “Renewal Term”) if: (i) it is deemed in the best interests of the Town, subject to availability and appropriation of funds for renewal, (ii) at least 30 days prior to the end of the then-current term of this Agreement, the Vendor requests, in writing, to extend this Agreement for an additional one-year term and (iii) the Town approves the additional one-year term in writing (including any price adjustments approved as part of this Agreement), as evidenced by the Town Manager’s signature thereon, which approval may be withheld by the Town for any reason. The Vendor’s failure to seek a renewal of this Agreement shall cause this Agreement to terminate at the end of the then-current term of this Agreement; provided, however, that the Town may, at its discretion and with the agreement of the Vendor, elect to waive this requirement and renew this Agreement. The Initial Term and all 2 Renewal Terms, if any, are collectively referred to herein as the “Term.” Upon renewal, the terms and conditions of this Agreement shall remain in full force and effect. 2. Scope of Work. Vendor shall provide the Services as set forth in the Scope of Work attached hereto as Exhibit B and incorporated herein by reference. 3. Compensation. The Town shall pay the Vendor an amount not to exceed $10,750, at the rates set forth in the Fee Proposal attached hereto as Exhibit A and incorporated herein by reference. The aggregate amount per renewal term shall not exceed $50,000 in any case unless the Agreement is affirmed and ratified via an executed amendment. All remaining terms and conditions of the Agreement shall remain in full force and effect. 4. Payments. The Town shall pay the Vendor monthly (and the Vendor shall invoice the Town monthly), based upon work performed and completed to date, and upon submission and approval of invoices. All invoices shall document and itemize all work completed to date. Each invoice statement shall include a record of time expended and work performed in sufficient detail to justify payment. This Agreement must be referenced on all invoices. 5. Documents. All documents, including any intellectual property rights thereto, prepared and submitted to the Town pursuant to this Agreement shall be the property of the Town. 6. Vendor Personnel. Vendor shall provide adequate, experienced personnel, capable of and devoted to the successful performance of the Services under this Agreement. Vendor agrees to assign specific individuals to key positions. If deemed qualified, the Vendor is encouraged to hire Town residents to fill vacant positions at all levels. Vendor agrees that, upon commencement of the Services to be performed under this Agreement, key personnel shall not be removed or replaced without prior written notice to the Town. If key personnel are not available to perform the Services for a continuous period exceeding 30 calendar days, or are expected to devote substantially less effort to the Services than initially anticipated, Vendor shall immediately notify the Town of same and shall, subject to the concurrence of the Town, replace such personnel with personnel possessing substantially equal ability and qualifications. 7. Inspection; Acceptance. All work shall be subject to inspection and acceptance by the Town at reasonable times during Vendor’s performance. The Vendor shall provide and maintain a self-inspection system that is acceptable to the Town. 8. Licenses; Materials. Vendor shall maintain in current status all federal, state and local licenses and permits required for the operation of the business conducted by the Vendor. The Town has no obligation to provide Vendor, its employees or subcontractors any business registrations or licenses required to perform the specific services set forth in this Agreement. The Town has no obligation to provide tools, equipment or material to Vendor. 9. Performance Warranty. Vendor warrants that the Services rendered will conform to the requirements of this Agreement and with the care and skill ordinarily used by members of the same profession practicing under similar circumstances at the same time and in the same locality. 3 10. Indemnification. To the fullest extent permitted by law, the Vendor shall indemnify, defend and hold harmless the Town and each council member, officer, employee or agent thereof (the Town and any such person being herein called an “Indemnified Party”), for, from and against any and all losses, claims, damages, liabilities, costs and expenses (including, but not limited to, reasonable attorneys’ fees, court costs and the costs of appellate proceedings) to which any such Indemnified Party may become subject, under any theory of liability whatsoever (“Claims”), insofar as such Claims (or actions in respect thereof) relate to, arise out of, or are caused by or based upon the negligent acts, intentional misconduct, errors, mistakes or omissions, breach of contract, in connection with the work or services of the Vendor, its officers, employees, agents, or any tier of subcontractor in the performance of this Agreement. The amount and type of insurance coverage requirements set forth below will in no way be construed as limiting the scope of the indemnity in this Section. 11. Insurance. 11.1 General. A. Insurer Qualifications. Without limiting any obligations or liabilities of Vendor, Vendor shall purchase and maintain, at its own expense, hereinafter stipulated minimum insurance with insurance companies authorized to do business in the State of Arizona pursuant to ARIZ. REV. STAT. § 20-206, as amended, with an AM Best, Inc. rating of A- or above with policies and forms satisfactory to the Town. Failure to maintain insurance as specified herein may result in termination of this Agreement at the Town’s option. B. No Representation of Coverage Adequacy. By requiring insurance herein, the Town does not represent that coverage and limits will be adequate to protect Vendor. The Town reserves the right to review any and all of the insurance policies and/or endorsements cited in this Agreement but has no obligation to do so. Failure to demand such evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Vendor from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance of this Agreement. C. Additional Insured. All insurance coverage, except Workers’ Compensation insurance and Professional Liability insurance, if applicable, shall name, to the fullest extent permitted by law for claims arising out of the performance of this Agreement, the Town, its agents, representatives, officers, directors, officials and employees as Additional Insured as specified under the respective coverage sections of this Agreement. D. Coverage Term. All insurance required herein shall be maintained in full force and effect until all work or services required to be performed under the terms of this Agreement are satisfactorily performed, completed and formally accepted by the Town, unless specified otherwise in this Agreement. 4 E. Primary Insurance. Vendor’s insurance shall be primary insurance with respect to performance of this Agreement and in the protection of the Town as an Additional Insured. F. Claims Made. In the event any insurance policies required by this Agreement are written on a “claims made” basis, coverage shall extend, either by keeping coverage in force or purchasing an extended reporting option, for three years past completion and acceptance of the services. Such continuing coverage shall be evidenced by submission of annual Certificates of Insurance citing applicable coverage is in force and contains the provisions as required herein for the three-year period. G. Waiver. All policies, except for Professional Liability, including Workers’ Compensation insurance, shall contain a waiver of rights of recovery (subrogation) against the Town, its agents, representatives, officials, officers and employees for any claims arising out of the work or services of Vendor. Vendor shall arrange to have such subrogation waivers incorporated into each policy via formal written endorsement thereto. H. Policy Deductibles and/or Self-Insured Retentions. The policies set forth in these requirements may provide coverage that contains deductibles or self-insured retention amounts. Such deductibles or self-insured retention shall not be applicable with respect to the policy limits provided to the Town. Vendor shall be solely responsible for any such deductible or self-insured retention amount. I. Use of Subcontractors. If any work under this Agreement is subcontracted in any way, Vendor shall execute written agreements with its subcontractors containing the indemnification provisions set forth in this Agreement and insurance requirements set forth herein protecting the Town and Vendor. Vendor shall be responsible for executing any agreements with its subcontractors and obtaining certificates of insurance verifying the insurance requirements. J. Evidence of Insurance. Prior to commencing any work or services under this Agreement, Vendor will provide the Town with suitable evidence of insurance in the form of certificates of insurance and a copy of the declaration page(s) of the insurance policies as required by this Agreement, issued by Vendor’s insurance insurer(s) as evidence that policies are placed with acceptable insurers as specified herein and provide the required coverages, conditions and limits of coverage specified in this Agreement and that such coverage and provisions are in full force and effect. Confidential information such as the policy premium may be redacted from the declaration page(s) of each insurance policy, provided that such redactions do not alter any of the information required by this Agreement. The Town shall reasonably rely upon the certificates of insurance and declaration page(s) of the insurance policies as evidence of coverage but such acceptance and reliance shall not waive or alter in any way the insurance requirements or obligations of this Agreement. If any of the policies required by this Agreement expire during the life of this Agreement, it shall be Vendor’s responsibility to forward renewal certificates and 5 declaration page(s) to the Town 30 days prior to the expiration date. All certificates of insurance and declarations required by this Agreement shall be identified by referencing the RFP number and title or this Agreement. A $25.00 administrative fee shall be assessed for all certificates or declarations received without the appropriate RFP number and title or a reference to this Agreement, as applicable. Additionally, certificates of insurance and declaration page(s) of the insurance policies submitted without referencing the appropriate RFP number and title or a reference to this Agreement, as applicable, will be subject to rejection and may be returned or discarded. Certificates of insurance and declaration page(s) shall specifically include the following provisions: (1) The Town, its agents, representatives, officers, directors, officials and employees are Additional Insureds as follows: (a) Commercial General Liability – Under Insurance Services Office, Inc., (“ISO”) Form CG 20 10 03 97 or equivalent. (b) Auto Liability – Under ISO Form CA 20 48 or equivalent. (c) Excess Liability – Follow Form to underlying insurance. (2) Vendor’s insurance shall be primary insurance with respect to performance of this Agreement. (3) All policies, except for Professional Liability, including Workers’ Compensation, waive rights of recovery (subrogation) against Town, its agents, representatives, officers, officials and employees for any claims arising out of work or services performed by Vendor under this Agreement. (4) ACORD certificate of insurance form 25 (2014/01) is preferred. If ACORD certificate of insurance form 25 (2001/08) is used, the phrases in the cancellation provision “endeavor to” and “but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its agents or representatives” shall be deleted. Certificate forms other than ACORD form shall have similar restrictive language deleted. 11.2 Required Insurance Coverage. A. Commercial General Liability. Vendor shall maintain “occurrence” form Commercial General Liability insurance with an unimpaired limit of not less than $1,000,000 for each occurrence, $2,000,000 Products and Completed Operations Annual Aggregate and a $2,000,000 General Aggregate Limit. The policy shall cover liability arising from premises, operations, independent contractors, products-completed operations, personal injury and advertising injury. Coverage under the policy will be at least as broad as ISO policy form CG 00 010 93 or equivalent thereof, including but not 6 limited to, separation of insured’s clause. To the fullest extent allowed by law, for claims arising out of the performance of this Agreement, the Town, its agents, representatives, officers, officials and employees shall be cited as an Additional Insured under ISO, Commercial General Liability Additional Insured Endorsement form CG 20 10 03 97, or equivalent, which shall read “Who is an Insured (Section II) is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of “your work” for that insured by or for you.” If any Excess insurance is utilized to fulfill the requirements of this subsection, such Excess insurance shall be “follow form” equal or broader in coverage scope than underlying insurance. B. Vehicle Liability. Vendor shall maintain Business Automobile Liability insurance with a limit of $1,000,000 each occurrence on Vendor’s owned, hired and non-owned vehicles assigned to or used in the performance of the Vendor’s work or services under this Agreement. Coverage will be at least as broad as ISO coverage code “1” “any auto” policy form CA 00 01 12 93 or equivalent thereof. To the fullest extent allowed by law, for claims arising out of the performance of this Agreement, the Town, its agents, representatives, officers, directors, officials and employees shall be cited as an Additional Insured under ISO Business Auto policy Designated Insured Endorsement form CA 20 48 or equivalent. If any Excess insurance is utilized to fulfill the requirements of this subsection, such Excess insurance shall be “follow form” equal or broader in coverage scope than underlying insurance. C. Professional Liability. If this Agreement is the subject of any professional services or work, or if the Vendor engages in any professional services or work in any way related to performing the work under this Agreement, the Vendor shall maintain Professional Liability insurance covering negligent errors and omissions arising out of the Services performed by the Vendor, or anyone employed by the Vendor, or anyone for whose negligent acts, mistakes, errors and omissions the Vendor is legally liable, with an unimpaired liability insurance limit of $2,000,000 each claim and $2,000,000 annual aggregate. D. Workers’ Compensation Insurance. Vendor shall maintain Workers’ Compensation insurance to cover obligations imposed by federal and state statutes having jurisdiction over Vendor’s employees engaged in the performance of work or services under this Agreement and shall also maintain Employers Liability Insurance of not less than $500,000 for each accident, $500,000 disease for each employee and $1,000,000 disease policy limit. 11.3 Cancellation and Expiration Notice. Insurance required herein shall not expire, be canceled, or be materially changed without 30 days’ prior written notice to the Town. 12. Termination; Cancellation. 12.1 For Town’s Convenience. This Agreement is for the convenience of the Town and, as such, may be terminated without cause after receipt by Vendor of written notice by 7 the Town. Upon termination for convenience, Vendor shall be paid for all undisputed services performed to the termination date. 12.2 For Cause. If either party fails to perform any obligation pursuant to this Agreement and such party fails to cure its nonperformance within 30 days after notice of nonperformance is given by the non-defaulting party, such party will be in default. In the event of such default, the non-defaulting party may terminate this Agreement immediately for cause and will have all remedies that are available to it at law or in equity including, without limitation, the remedy of specific performance. If the nature of the defaulting party’s nonperformance is such that it cannot reasonably be cured within 30 days, then the defaulting party will have such additional periods of time as may be reasonably necessary under the circumstances, provided the defaulting party immediately (A) provides written notice to the non-defaulting party and (B) commences to cure its nonperformance and thereafter diligently continues to completion the cure of its nonperformance. In no event shall any such cure period exceed 90 days. In the event of such termination for cause, payment shall be made by the Town to the Vendor for the undisputed portion of its fee due as of the termination date. 12.3 Due to Work Stoppage. This Agreement may be terminated by the Town upon 30 days’ written notice to Vendor in the event that the Services are permanently abandoned. In the event of such termination due to work stoppage, payment shall be made by the Town to the Vendor for the undisputed portion of its fee due as of the termination date. 12.4 Conflict of Interest. This Agreement is subject to the provisions of ARIZ. REV. STAT. § 38-511. The Town may cancel this Agreement without penalty or further obligations by the Town or any of its departments or agencies if any person significantly involved in initiating, negotiating, securing, drafting or creating this Agreement on behalf of the Town or any of its departments or agencies is, at any time while this Agreement or any extension of this Agreement is in effect, an employee of any other party to this Agreement in any capacity or a Vendor to any other party of this Agreement with respect to the subject matter of this Agreement. 12.5 Gratuities. The Town may, by written notice to the Vendor, cancel this Agreement if it is found by the Town that gratuities, in the form of economic opportunity, future employment, entertainment, gifts or otherwise, were offered or given by the Vendor or any agent or representative of the Vendor to any officer, agent or employee of the Town for the purpose of securing this Agreement. In the event this Agreement is canceled by the Town pursuant to this provision, the Town shall be entitled, in addition to any other rights and remedies, to recover and withhold from the Vendor an amount equal to 150% of the gratuity. 12.6 Agreement Subject to Appropriation. This Agreement is subject to the provisions of ARIZ. CONST. ART. IX, § 5 and ARIZ. REV. STAT. § 42-17106. The provisions of this Agreement for payment of funds by the Town shall be effective when funds are appropriated for purposes of this Agreement and are actually available for payment. The Town shall be the sole judge and authority in determining the availability of funds under this Agreement and the Town shall keep the Vendor fully informed as to the availability of funds for this Agreement. The obligation of the Town to make any payment pursuant to this Agreement is a current expense of the Town, payable exclusively from such annual appropriations, and is not a general obligation or 8 indebtedness of the Town. If the Town Council fails to appropriate money sufficient to pay the amounts as set forth in this Agreement during any immediately succeeding fiscal year, this Agreement shall terminate at the end of then-current fiscal year and the Town and the Vendor shall be relieved of any subsequent obligation under this Agreement. 13. Miscellaneous. 13.1 Independent Contractor. It is clearly understood that each party will act in its individual capacity and not as an agent, employee, partner, joint venturer, or associate of the other. An employee or agent of one party shall not be deemed or construed to be the employee or agent of the other for any purpose whatsoever. The Vendor acknowledges and agrees that the Services provided under this Agreement are being provided as an independent contractor, not as an employee or agent of the Town. Vendor, its employees and subcontractors are not entitled to workers’ compensation benefits from the Town. The Town does not have the authority to supervise or control the actual work of Vendor, its employees or subcontractors. The Vendor, and not the Town, shall determine the time of its performance of the services provided under this Agreement so long as Vendor meets the requirements as agreed in Section 2 above and in Exhibit A. Vendor is neither prohibited from entering into other contracts nor prohibited from practicing its profession elsewhere. Town and Vendor do not intend to nor will they combine business operations under this Agreement. 13.2 Applicable Law; Venue. This Agreement shall be governed by the laws of the State of Arizona and suit pertaining to this Agreement may be brought only in courts in Maricopa County, Arizona. 13.3 Laws and Regulations. Vendor shall keep fully informed and shall at all times during the performance of its duties under this Agreement ensure that it and any person for whom the Vendor is responsible abides by, and remains in compliance with, all rules, regulations, ordinances, statutes or laws affecting the Services, including, but not limited to, the following: (A) existing and future Town and County ordinances and regulations; (B) existing and future State and Federal laws; and (C) existing and future Occupational Safety and Health Administration standards. 13.4 Amendments. This Agreement may be modified only by a written amendment signed by persons duly authorized to enter into contracts on behalf of the Town and the Vendor. 13.5 Provisions Required by Law. Each and every provision of law and any clause required by law to be in this Agreement will be read and enforced as though it were included herein and, if through mistake or otherwise any such provision is not inserted, or is not correctly inserted, then upon the application of either party, this Agreement will promptly be physically amended to make such insertion or correction. 13.6 Severability. The provisions of this Agreement are severable to the extent that any provision or application held to be invalid by a Court of competent jurisdiction shall not affect any other provision or application of this Agreement which may remain in effect without the invalid provision or application. 9 13.7 Entire Agreement; Interpretation; Parol Evidence. This Agreement represents the entire agreement of the parties with respect to its subject matter, and all previous agreements, whether oral or written, entered into prior to this Agreement are hereby revoked and superseded by this Agreement. No representations, warranties, inducements or oral agreements have been made by any of the parties except as expressly set forth herein, or in any other contemporaneous written agreement executed for the purposes of carrying out the provisions of this Agreement. This Agreement shall be construed and interpreted according to its plain meaning, and no presumption shall be deemed to apply in favor of, or against the party drafting this Agreement. The parties acknowledge and agree that each has had the opportunity to seek and utilize legal counsel in the drafting of, review of, and entry into this Agreement. 13.8 Assignment; Delegation. No right or interest in this Agreement shall be assigned or delegated by Vendor without prior, written permission of the Town, signed by the Town Manager. Any attempted assignment or delegation by Vendor in violation of this provision shall be a breach of this Agreement by Vendor. 13.9 Subcontracts. No subcontract shall be entered into by the Vendor with any other party to furnish any of the material or services specified herein without the prior written approval of the Town. The Vendor is responsible for performance under this Agreement whether or not subcontractors are used. Failure to pay subcontractors in a timely manner pursuant to any subcontract shall be a material breach of this Agreement by Vendor. 13.10 Rights and Remedies. No provision in this Agreement shall be construed, expressly or by implication, as waiver by the Town of any existing or future right and/or remedy available by law in the event of any claim of default or breach of this Agreement. The failure of the Town to insist upon the strict performance of any term or condition of this Agreement or to exercise or delay the exercise of any right or remedy provided in this Agreement, or by law, or the Town’s acceptance of and payment for services, shall not release the Vendor from any responsibilities or obligations imposed by this Agreement or by law, and shall not be deemed a waiver of any right of the Town to insist upon the strict performance of this Agreement. 13.11 Attorneys’ Fees. In the event either party brings any action for any relief, declaratory or otherwise, arising out of this Agreement or on account of any breach or default hereof, the prevailing party shall be entitled to receive from the other party reasonable attorneys’ fees and reasonable costs and expenses, determined by the court sitting without a jury, which shall be deemed to have accrued on the commencement of such action and shall be enforced whether or not such action is prosecuted through judgment. 13.12 Liens. All materials or services shall be free of all liens and, if the Town requests, a formal release of all liens shall be delivered to the Town. 13.13 Offset. A. Offset for Damages. In addition to all other remedies at law or equity, the Town may offset from any money due to the Vendor any amounts Vendor owes 10 to the Town for damages resulting from breach or deficiencies in performance or breach of any obligation under this Agreement. B. Offset for Delinquent Fees or Taxes. The Town may offset from any money due to the Vendor any amounts Vendor owes to the Town for delinquent fees, transaction privilege taxes and property taxes, including any interest or penalties. 13.14 Notices and Requests. Any notice or other communication required or permitted to be given under this Agreement shall be in writing and shall be deemed to have been duly given if (A) delivered to the party at the address set forth below, (B) deposited in the U.S. Mail, registered or certified, return receipt requested, to the address set forth below or (C) given to a recognized and reputable overnight delivery service, to the address set forth below: If to the Town: Town of Fountain Hills 16705 East Avenue of the Fountains Fountain Hills, Arizona 85268 Attn: Grady E. Miller, Town Manager With copy to: Town of Fountain Hills 16705 East Avenue of the Fountains Fountain Hills, Arizona 85268 Attn: Aaron D. Arnson, Town Attorney If to Vendor: BOLDplanning, Inc. 480 Duke Dr., Ste 130 Franklin, TN. 37067 Attn: Karla O’Grady or at such other address, and to the attention of such other person or officer, as any party may designate in writing by notice duly given pursuant to this subsection. Notices shall be deemed received (A) when delivered to the party, (B) three business days after being placed in the U.S. Mail, properly addressed, with sufficient postage or (C) the following business day after being given to a recognized overnight delivery service, with the person giving the notice paying all required charges and instructing the delivery service to deliver on the following business day. If a copy of a notice is also given to a party’s counsel or other recipient, the provisions above governing the date on which a notice is deemed to have been received by a party shall mean and refer to the date on which the party, and not its counsel or other recipient to which a copy of the notice may be sent, is deemed to have received the notice. 13.15 Confidentiality of Records. The Vendor shall establish and maintain procedures and controls that are acceptable to the Town for the purpose of ensuring that information contained in its records or obtained from the Town or from others in carrying out its obligations under this Agreement shall not be used or disclosed by it, its agents, officers, or employees, except as required to perform Vendor’s duties under this Agreement. Persons requesting such information should be referred to the Town. Vendor also agrees that any 11 information pertaining to individual persons shall not be divulged other than to employees or officers of Vendor as needed for the performance of duties under this Agreement. 13.16 Records and Audit Rights. To ensure that the Vendor and its subcontractors are complying with the warranty under subsection 13.17 below, Vendor’s and its subcontractor’s books, records, correspondence, accounting procedures and practices, and any other supporting evidence relating to this Agreement, including the papers of any Vendor and its subcontractors’ employees who perform any work or services pursuant to this Agreement (all of the foregoing hereinafter referred to as “Records”), shall be open to inspection and subject to audit and/or reproduction during normal working hours by the Town, to the extent necessary to adequately permit (A) evaluation and verification of any invoices, payments or claims based on Vendor’s and its subcontractors’ actual costs (including direct and indirect costs and overhead allocations) incurred, or units expended directly in the performance of work under this Agreement and (B) evaluation of the Vendor’s and its subcontractors’ compliance with the Arizona employer sanctions laws referenced in subsection 13.17 below. To the extent necessary for the Town to audit Records as set forth in this subsection, Vendor and its subcontractors hereby waive any rights to keep such Records confidential. For the purpose of evaluating or verifying such actual or claimed costs or units expended, the Town shall have access to said Records, even if located at its subcontractors’ facilities, from the effective date of this Agreement for the duration of the work and until three years after the date of final payment by the Town to Vendor pursuant to this Agreement. Vendor and its subcontractors shall provide the Town with adequate and appropriate workspace so that the Town can conduct audits in compliance with the provisions of this subsection. The Town shall give Vendor or its subcontractors reasonable advance notice of intended audits. Vendor shall require its subcontractors to comply with the provisions of this subsection by insertion of the requirements hereof in any subcontract pursuant to this Agreement. 13.17 E-verify Requirements. To the extent applicable under ARIZ. REV. STAT. § 41-4401, the Vendor and its subcontractors warrant compliance with all federal immigration laws and regulations that relate to their employees and their compliance with the E-verify requirements under ARIZ. REV. STAT. § 23-214(A). Vendor’s or its subcontractors’ failure to comply with such warranty shall be deemed a material breach of this Agreement and may result in the termination of this Agreement by the Town. 13.18 Israel. Vendor certifies that it is not currently engaged in, and agrees for the duration of this Agreement that it will not engage in a “boycott,” as that term is defined in ARIZ. REV. STAT. § 35-393, of Israel. 13.19 Conflicting Terms. In the event of any inconsistency, conflict or ambiguity among the terms of this Agreement, the Proposal, any Town-approved invoices, and the RFP, the documents shall govern in the order listed herein. 13.20 Non-Exclusive Contract. This Agreement is entered into with the understanding and agreement that it is for the sole convenience of the Town. The Town reserves the right to obtain like goods and services from another source when necessary. [SIGNATURES ON FOLLOWING PAGES] 12 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date and year first set forth above. “Town” TOWN OF FOUNTAIN HILLS, an Arizona municipal corporation Grady E. Miller, Town Manager ATTEST: Elizabeth A. Klein, Town Clerk APPROVED AS TO FORM: Aaron D. Arnson, Town Attorney [SIGNATURES CONTINUE ON FOLLOWING PAGES] Elizabeth Klein (Mar 17, 2022 07:39 PDT) “Contractor” ____________________________________, By: Name: Title: BOLDplanning, Inc., a Tennessee corporation Craig Huke (Mar 11, 2022 10:06 EST) CFO Craig Huke EXHIBIT A TO PROFESSIONAL SERVICES AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND BOLDPLANNING, INC. [Consultant’s Proposal] See following pages. Town of Fountain Hills Admin-Procurement Robert Durham, Procurement Officer 16705 E. Avenue of the Fountains, Fountain Hills, AZ 85268 PROPOSAL DOCUMENT REPORT RFP No. 2022-008 Continuity of Government Operations RESPONSE DEADLINE: November 17, 2021 at 4:00 pm Report Generated: Monday, January 31, 2022 BOLDplanning Proposal CONTACT INFORMATION Company: BOLDplanning Email: lorin@boldplanning.com Contact: Lorin Bristow Address: 480 Duke Drive Ste 130 Franklin, TN 37067 Phone: N/A Website: boldplanning.com Submission Date: Nov 12, 2021 9:34 AM PROPOSAL DOCUMENT REPORT RFP No. 2022-008 Continuity of Government Operations PROPOSAL DOCUMENT REPORT Request for Proposals - Continuity of Government Operations Page 2 ADDENDA CONFIRMATION Addendum #1 Confirmed Nov 12, 2021 9:33 AM by Lorin Bristow QUESTIONNAIRE 1. Certification By confirming questions under this section, the Vendor certifies: NO COLLUSION* The submission of the Proposal did not involve collusion or other anti-competitive practices. Confirmed NO DISCRIMINATION* It shall not discriminate against any employee or applicant for employment in violation of Federal Executive Order 11246. Confirmed NO GRATUITY* It has not given, offered to give, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip favor or service to a Town employee, officer or agent in connection with the submitted Propo sal. It (including the Vendor’s employees, representatives, agents, lobbyists, attorneys, and subcontractors) has refrained, under penalty of disqualification, from direct or indirect contact for the purpose of influencing the selection or creating bias in the select ion process with any person who may play a part in the selection process, including the Selection Committee, elected officials, the Town Manager, Assistant Town Managers, Department Heads, and other Town staff. All contact must be addressed to the Town’s Procurement Agent, PROPOSAL DOCUMENT REPORT RFP No. 2022-008 Continuity of Government Operations PROPOSAL DOCUMENT REPORT Request for Proposals - Continuity of Government Operations Page 3 except for questions submitted as set forth in Subsection 1.4 (Inquiries), above. Any attempt to influence the selection proc ess by any means shall void the submitted Proposal and any resulting Agreement. Confirmed FINANCIAL STABILITY* It is financially stable, solvent and has adequate cash reserves to meet all financial obligations including any potential costs resulting from an award of the Agreement. Confirmed NO SIGNATURE/FALSE OR MISLEADING STATEMENT* The signature on the cover letter of the Proposal and the Vendor Information Form is genuine and the person signing has the authority to bind the Vendor. Failure to sign the Proposal and the Vendor Information Form, or signing either with a false or misleading statement, shall void the submitted Proposal and any resulting Agreement. Confirmed PROFESSIONAL SERVICES AGREEMENT* In addition to reviewing and understanding the submittal requirements, it has reviewed the attached sample Professional Services Agreement including the Scope of Work and other Exhibits. Confirmed REFERENCE CHECKS* References will be checked, and it is Vendor’s responsibility to ensure that all information is accurate and current. Vendor authorizes the Town’s representative to verify all information from these references and releases all those concerned from any liability in connection with the information they provide. Inability of the Town to verify references shall result in the Proposal being c onsidered non-responsive. PROPOSAL DOCUMENT REPORT RFP No. 2022-008 Continuity of Government Operations PROPOSAL DOCUMENT REPORT Request for Proposals - Continuity of Government Operations Page 4 Confirmed 2. Vendor Proposal GENERAL INFORMATION* A. One page cover letter as described in the section titled "RFP Submission Process", the subsection titled "Required Submittal". B. Provide Vendor identification information. Explain the Vendor’s legal organization including the legal name, address, identification number and legal form of the Vendor (e.g., partnership, corporation, joint venture, limited liability company, sole proprietorship). If a joint venture, identify the members of the joint venture and provide all of the information required under this section for each member. If a limited liability company, provide the name of the member or members authorized to act on the company’s behalf. If the Vendor is a wholly owned subsidiary of another company, identify the parent company. If the corporation is a nonprofit corporation, provide nonprofit documentation. Provide the name, address and telephone number of the person to contact concerning the Proposal. C. Identify the location of the Vendor’s principal office and the local work office, if different. Include any documentation tha t supports the Vendor’s authority to provide services in Arizona. D. Provide a general description of the Vendor’s organization, including years in business. E. Identify any contract or subcontract held by the Vendor or officers of the Vendor that have been terminated within the last five years. Briefly describe the circumstances and the outcome. F. Identify any claims arising from a contract which resulted in litigation or arbitration within the last five years. Briefly describe the circumstances and the outcome. 2021-11-08_BOLDplanning_City_of_Fountain_Hills_AZ_COOP-COG_Proposal-2022-08-Final.pdf EXPERIENCE AND QUALIFICATIONS OF THE VENDOR* A. Provide a detailed description of the Vendor’s experience in providing similar services to municipalities or other entities of a similar size to the Town, specifically relating experience with respect to Continuity of Government Operations. PROPOSAL DOCUMENT REPORT RFP No. 2022-008 Continuity of Government Operations PROPOSAL DOCUMENT REPORT Request for Proposals - Continuity of Government Operations Page 5 B. Vendor must demonstrate successful completion of at least three similar projects within the past 60 months. For the purpose of this Solicitation, “successful completion” means completion of a project within the established schedule and budget and “similar projects” resemble this project in size, nature and scope. Provide a list of at least three organizations for which you successfully completed a similar project. This list shall include, at a minimum, the following information: 1. Name of company or organization. 2. Contact name. 3. Contact address, telephone number and e-mail address. 4. Type of services provided. 5. Dates of contract initiation and expiration. 2021-11-08_BOLDplanning_City_of_Fountain_Hills_AZ_COOP-COG_Proposal-2022-08-Final.pdf KEY POSITIONS* A. Identify each key personnel member that will render services to the Town including title and relevant experience required, including the proposed project manager and project staff. B. Indicate the roles and responsibilities of each key position. Include senior members of the Vendor only from the perspective of what their role will be in providing services to the Town. C. If a subcontractor will be used for all work of a certain type, include information on this subcontractor. A detailed plan for providing supervision must be included. D. Attach a résumé and evidence of certification, if any, for each key personnel member and/or subcontractor to be involved in this project. Résumés should be attached together as a single appendix at the end of the Proposal and will not count toward the Proposal page limit. However, each resume shall not exceed two pages in length. 2021-11-08_BOLDplanning_City_of_Fountain_Hills_AZ_COOP-COG_Proposal-2022-08-Final.pdf PROJECT APPROACH* PROPOSAL DOCUMENT REPORT RFP No. 2022-008 Continuity of Government Operations PROPOSAL DOCUMENT REPORT Request for Proposals - Continuity of Government Operations Page 6 A. Describe the Vendor’s approach to performing the required Services in the section titled Scope of Work, and its approach to contract management, including its perspective and experience on partnering, customer service, quality control, scheduling and staff. B. Describe any alternate approaches if it is believed that such an approach would best suit the needs of the Town. Include rationale for alternate approaches, and indicate how the Vendor will ensure that all efforts are coordinated with the Town’s Representatives. 2021-11-08_BOLDplanning_City_of_Fountain_Hills_AZ_COOP-COG_Proposal-2022-08-Final.pdf PROJECT SCHEDULE* Provide a project schedule showing key project milestones and deliverables. The schedule shall demonstrate Vendor’s ability to meet the designated milestones as listed below. Assumptions used in developing the schedule shall be identified and at a minimum the proposed schedule shall include the following dates. A. Contract Award Date B. Notice to Proceed Date C. Proposed Kick-Off Meeting D. Phase I Report Due Date E. Phase I Report Presentation Date F. Phase II Implementation Start Date G. Project Completion Date 2021-11-08_BOLDplanning_City_of_Fountain_Hills_AZ_COOP-COG_Proposal-2022-08-Final.pdf PRICING* Vendor shall submit the same number of copies of the Fee Proposal as described in section titled "RFP Submission Process" subsection titled "Pricing" in a separate, sealed envelope enclosed with the Vendor’s Proposal with the signature of the representative of the Vendor who is authorized to make such an offer. The Fee Proposal must be provided in the format attached as Exhibit C of the PROPOSAL DOCUMENT REPORT RFP No. 2022-008 Continuity of Government Operations PROPOSAL DOCUMENT REPORT Request for Proposals - Continuity of Government Operations Page 7 Professional Services Agreement. The Fee Proposal shall list the individual cost for each of the progra m expenses and shall be provided in a spreadsheet format to enable the Town staff to determine (1) total labor hours, (2) key team member(s) proposed for each task and sub-task and (3) number of management, engineering, technical, drafting and support pers onnel hours proposed for the project. The hourly rate, name of the team member and staff classification shall be included in the spreadsheet. Identify all other costs to be billed to the project, including project expenses (no mark-up on expenses will be allowed) and subcontractor fees. Confirmed PRICING/FEE SCHEDULE* 2021-11-08_BOLDplanning_Town_of_Fountain_Hills_AZ_COOP-COG_2022-008-_Cost_Proposal-Final.pdf2021-11- 08_BOLDplanning_Town_of_Fountain_Hills_AZ_COOP-COG_-2022-008-_Cost_Proposal-Final.xlsx A Division of Agility Recovery Town of Fountain Hills, AZ Continuity of Government Operations Proposal #2022-008 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 1 Contents 1. General Information ......................................................................................................................... 3 BOLDplanning Background ...............................................................................................................................3 Organization .......................................................................................................................................................3 2. Experience and Qualifications ........................................................................................................ 4 Recent BOLDplanning COOP/COG Clients .......................................................................................................4 State-Level Government Clients .........................................................................................................................4 County Level Government Clients ......................................................................................................................4 City Level Government Clients ...........................................................................................................................4 COOP/COG References.....................................................................................................................................5 3. Key Positions (Please see resumes in Appendix A Page 14) ....................................................... 6 Principal in Charge: Fulton Wold, PCP, CBCP...................................................................................................6 Lead Planner: Matt Eyer, CBCP, PMP ...............................................................................................................7 Project Manager: James Woulfe, PCP, CBCP, CHEP, CHPCP ........................................................................8 Client Liaison: Karla O’Grady, Regional Director, PCP ......................................................................................9 4. Project Approach ........................................................................................................................... 10 BOLDplanning’s Proven COOP/COG Project Phases .................................................................................... 10 Phase 1: Project Initiation and Preparation ..................................................................................................... 10 Phase 2: Plan Development Workshop ........................................................................................................... 10 Phase 3: Mid-Term Workshop ......................................................................................................................... 11 Phase 4: Plan Reviews .................................................................................................................................... 11 Phase 5: COG Master Plan Finalization and One-on-ones ............................................................................. 11 Phase 6: Plan Maintenance ............................................................................................................................. 12 Project Management Approach ....................................................................................................................... 13 Situation Reports ............................................................................................................................................. 13 5. Timeline .......................................................................................................................................... 14 Timeline ........................................................................................................................................................... 14 Appendix A: Project Personnel Resumes ........................................................................................ 15 Vendor Questionnaire ....................................................................................................................... 19 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 2 November 8, 2021 Rob Durham Procurement Administrator 16705 E. Avenue of the Fountains Fountain Hills, AZ 85268 Dear Mr. Durham: BOLDplanning Inc. is pleased to submit the following proposal for the Town of Fountain Hills Continuity of Government (COG) plan development project. BOLDplanning Inc. has served the preparedness planning needs of state and local governments for more than 16 years. Since the inception of the company, we have helped clients create more than 10,000 continuity, emergency response and hazard mitigation plans. As the planning partner behind MaricopaRegionPrepares.com, we believe no other vendor can provide the COOP/COG subject matter expertise and system knowledge that BOLDplanning offers. Our consulting process is designed to match MaricopaRegionPrepares.com directly, making the plan building process more efficient and more effective. In the proposal document that follows, you will find: • A proposal that exceeds the requirements of RFP#:2022-08 • A highly qualified, experienced team of consultants and subject-matter experts who have worked all across the U.S. and extensively within Maricopa County • A company offering full-service emergency management capabilities, with Continuity of Operations (COOP) and Continuity of Government (COG) as a core strength • Unmatched expertise in the currently deployed BOLDplanning.com Platform COOP Module This proposal is valid for 90 days from the proposal submission deadline. We are confident in our ability to exceed expectations and would welcome an opportunity to serve the Town of Fountain Hills in this important project. Best regards, Lorin Bristow Vice President, Government Markets BOLDplanning – A Division of Agility Recovery Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 3 1. General Information BOLDplanning Background Sixteen years ago, BOLDplanning pioneered an approach to emergency and continuity plans that combined the use of proprietary technology with expert consulting. Now, over 10,000 plans have been produced and even more important, BOLDplanning maintains a 95% annual customer retention rate. BOLDplanning brings a team of highly experienced, certified and knowledgeable professionals to every project. These team members have an intimate understanding of continuity planning including industry best practices. The BOLDplanning.com Platform provides a streamlined approach to making the jobs of emergency managers and planners simpler. The BOLDplanning.com Platform facilitates input from diverse stakeholders, monitors plan development progress, manages the dynamic nature of emergency plan documents throughout their lifecycle, and assures compliance with local, state, and federal guidance. Organization BOLDplanning employs 14 full-time employees, along with other carefully selected and highly engaged contractors as project managers, subject-matter-experts, technology experts and other support roles. Due to its strong reputation and deep experience in state and local government planning, BOLDplanning was acquired by Agility Recovery in October 2021. BOLDplanning is considered a wholly owned subsidiary: BOLDplanning Inc. 480 Duke Drive, Suite 130 Franklin, TN 37067 615.469.5558 Agility Recovery HQ 1225 17th St., Suite 2000 Denver, CO 80202 866.364.9696 BOLDplanning EIN/FEIN #: 20-4278504 BOLDplanning DUNS #: 80-061-5796 Terminated (For Cause) Customer Contracts in Last 5 Years: None Customer Litigation or Arbitration in Last 5 years: None Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 4 2. Experience and Qualifications Recent BOLDplanning COOP/COG Clients State-Level Government Clients • Commonwealth of Pennsylvania – COOP/COG implementation, training and exercises for all State Agencies and Departments • State of California Judiciary Council– COOP/COG implementation and training for the Supreme Court and all Appellate and Superior Courts • State of Kansas – COOP/COG/EOP for all State Departments and all Counties • State of Nebraska – COOP/COG/LEOP for all State Departments and all Counties • State of Oregon - COOP/COG for 23 State Agencies and all Counties • State of Rhode Island - COOP/COG for all State Departments • State of South Dakota – COOP/COG for all State Departments • State of Vermont – COOP/COG and exercises for all State Departments • State of Wyoming – COOP/COG/EOP and exercises for all State Departments and all Counties County Level Government Clients • Ventura County, CA – County wide COOP implementation and training for 51 departments including public health • Stanislaus County, CA – County wide COOP implementation and training for 46 departments • Monterey County, CA – County wide COOP implementation and training for 43 departments in including public health • Atlanta-Fulton County – COOP/LEOP implementation and training for certain departments including Atlanta Fulton County Emergency Management Agency • Dekalb County, Georgia – COOP/LEOP/HSEEP exercises and training for all county agencies • Maricopa County/Phoenix, Arizona – COOP/EOP implementation and quarterly training for all city and county agencies City Level Government Clients • City of Atlanta Department of Watershed Management – City COOP implementation/training • City of Chicago, Illinois – COOP/HSEEP exercises, and training for all City Departments • City of Colorado Springs, Colorado – COOP/ HSEEP exercises and training for all City Departments • City of Palo Alto, California – COOP/LEOP implementation and training for all City Departments • Orange County Sanitation District – COOP/EOP implementation for all OCSD departments • Town of Groton, Connecticut - COOP implementation for all Town Departments • City of Rochester, Minnesota – COOP/EOP/HSEEP exercises and training for all Departments • City of Flagstaff, Arizona – COOP county wide implementation and training Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 5 COOP/COG References Maricopa County Emergency Management Client since November 2015 5630 E. McDowell Road; Phoenix, AZ 85008 Contact Name: Marisa Von Holten Contact Position: Emergency Management Coordinator Telephone Number: 602-273-1411 Email: marisa.vonholten@maricopa.gov Recent Services Provided: COOP/COG/EOP development and maintenance for all county departments Judicial Council of California Client since November 2006 455 Golden Gate Ave, San Francisco, CA 94192 Contact Name: Ed Ellestad Telephone Number: 415.865.4538 Contact Position: Head of Security Telephone Number: 415.865.4538 Email: edward.ellestad@jud.ca.gov Recent Services Provided: COOP/COG/Security Plans/Emergency Plans for 67 county, appellate and supreme courts in California. This also includes 532 plans within these courts. Atlanta-Fulton County Client since March 2017 130 Peachtree Street SW, Suite G157; Atlanta, GA 30303 Contact Name: Matthew Kallmyer Contact Position: Emergency Management Director Telephone: 404.612.5660 Email: matthew.kallmyer@afcema.com Recent Services Provided: BOLDplanning has worked with Atlanta Fulton County Emergency Management Agency since 2017 in support of COOP/COG/LEOP development and maintenance for all county departments. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 6 3. Key Positions (Please see resumes in Appendix A Page 14) Principal in Charge: Fulton Wold, PCP, CBCP Fulton Wold, PCP, CBCP A passion for preparedness and the desire to exceed every customer’s expectations—these are what drive BOLDplanning founder Fulton Wold as he directs the company’s emergency, continuity, and mitigation planning efforts. His career in emergency planning spans over 20 years, and the highlights along the way are many. Among them, he successfully managed several high visibility planning projects, including the California Environmental Protection Agency, the State of Kansas, the State of Tennessee, and the State of Arkansas. He also led localized planning efforts in the City of Rochester, Minnesota; Chaves County, New Mexico; and Collier County, Florida, to name a few. Mr. Wold is credited as the facilitator of the nation’s first FEMA-approved, online natural disaster mitigation plan for the State of Oklahoma in 2010. This plan was also one of the first in the nation to receive an “Enhanced” rating by the Federal agency. Mr. Wold has become a well-respected authority, or Subject Matter Expert (SME), who often speaks during industry events, such as the National Hurricane Conference. Most recently, he addressed attendees of the 2018 Best Practices in Higher Education Emergency Management Conference on “Preparing the Educators of Today for the Hazards of Tomorrow.” Mr. Wold received accreditation through Disaster Recovery Institute International (DRII) and maintains his status as a Professional Continuity Practitioner (PCP) and Certified Business Continuity Professional (CBCP). He is a graduate of the Emergency Management Accreditation Program (EMAP), as well as the Integrated Emergency Management Course, Consequences of Terrorism Workshop. He also serves as a member of the Natural Hazard Mitigation Association (NHMA); the Arkansas Governor’s Earthquake Advisory Council; and numerous State Emergency Management Associations. Mr. Wold earned a B.A. in Business Administration from the University of Mississippi. Given Mr. Wold’s education and real-world experience, he certainly understands and appreciates all that is involved in complex planning initiatives. This includes training and exercise activities that follow the guiding principles of the Homeland Security Exercise and Evaluation Program (HSEEP). Mr. Wold routinely joins other BOLDplanning representatives in the field as they facilitate Continuity and Operations Plans workshops for clients. Additionally, he often participates in public stakeholder and thought leadership meetings. Serving as Principal in Charge for the Town of Fountain Hills COOP/COG project, Mr. Wold will oversee the entire planning effort, proactively engaging the BOLDplanning team, plan stakeholders and others; offering guidance and expertise as needed; and keeping his hand on the pulse of the project at all times. He will allocate the necessary company resources (staff, platform development, etc.) to verify deliverables are completed on time and within budget. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 7 Lead Planner: Matt Eyer, CBCP, PMP Matt Eyer, highly credentialed with more than 15 years of experience in the Emergency Management industry, has established himself as one of the best continuity planners in the country. Among his numerous accomplishments, he has structured complex Continuity of Operations Plans (COOPs), Emergency Operations Plans (EOPs) and Hazard Mitigation Plans (HMPs) for many high-profile jurisdictions in multiple states. Among them are the State of Kansas; the State of Arizona Department of Transportation; Oregon Metro; the State of Wyoming; the City of Palo Alto, California; and Ramsey and Washington Counties, Minnesota; to name a few. Most recently, Mr. Eyer managed COOP planning projects for BOLDplanning clients: Virginia Department of Transportation (VDOT); Rogers University; and Texas Tech University; as well as an HMP update for the State of Arkansas. He also supported exercises for the New York Finance and Housing Authority. Additionally, Mr. Eyer has developed a variety of response plans. These range from a Mortuary Surge Plan for Maricopa County, Arizona, to a Biological Detection System Anthrax Response Plan for Santa Clara County, California, to Food Security Vulnerability Assessments for the Air Force Institute of Operational Health. He has also been deployed as a project manager to numerous disaster sites, including Hurricane Katrina in 2005, and the State of Florida during the 2002 and 2003 hurricane seasons. As a Project Manager for BOLDplanning since 2007, Mr. Eyer directly manages large planning efforts nationwide to ensure state and federal compliance across the company’s growing client base. His duties include resource allocation, risk assessment and technical writing, among other mission-critical plan development activities. Accordingly, Mr. Eyer possesses an extensive technical authorship portfolio and expertise integrating diverse data sets and risk assessments into a wide variety of plans. Mr. Eyer is a Certified Business Continuity Professional (CBCP) through Disaster Recovery Institute International (DRII) and a Project Management Professional (PMP) through the Project Management Institute (PMI). He received FEMA Professional Development Accreditation through the Emergency Management Institute (EMI), and is certified in Homeland Security by the American Board for Certification in Homeland Security. Mr. Eyer holds a B.S. in Environmental Science from Virginia Tech. Specific duties will include the management and oversight of on-site meetings and training sessions, and scheduling and administration. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 8 Project Manager: James Woulfe, PCP, CBCP, CHEP, CHPCP James Woulfe is an insightful, well-credentialed Emergency Management professional specializing in emergency and continuity planning. Before joining BOLDplanning to lead its healthcare emergency planning practice in 2016, he spent ten years in Public Health Emergency Preparedness with Tennessee’s Metro Nashville Public Health Department (MPHD) and Jackson-Madison County Regional Health Department (JMCRHD). At MPHD he was responsible for coordinating the City’s Readiness Initiative (CRI), the metro area's localized response to a bioterrorism or pandemic event. Mr. Woulfe's involvement in emergency management spans multiple project areas including: Continuity Plans development; Emergency Operations Plans (EOP) development; Business Continuity Plan (BCP) development; and training, exercise development and delivery. As a key member of the BOLDplanning team, Mr. Woulfe has completed numerous COOP and EOP projects in the role of Project Manager. These include national efforts with a Hospice & Palliative Care organization; statewide projects with Departments of Public Health and Primary Care Associations; regional efforts with Healthcare Coalitions and Homeland Security Regions; and local efforts with multiple city/county jurisdictions. As such, he brings real-world experience and expert knowledge to the planning “table” each and every time. Most recently, Mr. Woulfe worked with BOLDplanning clients, Central Florida Disaster Medical Coalition; City of Cape Coral, Florida; City and County of Durham, NC; Yamhill County, Oregon; and Prince George’s County, Maryland; Commonwealth of Pennsylvania; helping them exceed their emergency and continuity planning goals. Mr. Woulfe earned a B.A. in Natural Sciences and Mathematics from Thomas Edison State College. He is also a veteran of the U.S. Coast Guard, where he served as a Petty Officer 2nd Class on active duty from 2002 to 2006, and as a reservist from 2006 to 2010. He became active in Emergency Management while on assignment in New Orleans during the 2004-2005 hurricane seasons. Mr. Woulfe holds active certifications as a FEMA Professional Continuity Practitioner (PCP), Healthcare Emergency Professional (CHEP), Certified Business Continuity Professional (CBCP), Certified Healthcare Provider Continuity Professional (CHPCP), and Homeland Security Exercise and Evaluation Program (HSEEP) Manager. Specific duties will include the oversight of the project, supporting scheduling and administration to ensure on time service delivery. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 9 Client Liaison: Karla O’Grady, Regional Director, PCP Karla O’Grady. Leveraging over 20 years of experience in client relations and project management implementations, Ms. Karla O’Grady joined BOLDplanning as its Customer Success Manager in 2017. In this role, she quickly and earnestly moved forward with co-designing and implementing the company’s new Customer Success Program. Its primary goals were (and continue to be) to elevate company-client communications, orchestrate planning and training activities, and ensure every BOLDplanning customer reaches their preparedness and compliance goals. While simultaneously engaging hundreds of public and private sector clients and learning more about the importance (and concepts) of preparedness planning, Ms. O’Grady made the decision to obtain her certification as a Professional Continuity Practitioner, or PCP. Proudly, she earned her Level 1 certification in June 2019. She plans to continue her professional development as she gains additional work experience in the months ahead. Today, as Regional Director, Business Development, for BOLDplanning, Ms. O’Grady consistently applies her working knowledge by contributing to the preparation and maintenance of Continuity of Operations (COOP) and Emergency Operations (EOP) and supporting various Hazard Mitigation Planning projects. She also participates in planning workshops, stakeholder meetings, and tabletop exercises that are compliant with the Homeland Security Exercise and Evaluation Program (HSEEP). Before joining the BOLDplanning team, Ms. O’Grady worked in Client Services and Project Implementations for Coyote Analytics. There, she exceled at maintaining client relationships to ensure project success and client satisfaction. Prior to her employment with Coyote Analytics, Ms. O’Grady served as Consultant/Sales Associate for United Waste Solutions, where she was responsible for a wide range of customer care duties. Ms. O’Grady holds a B.A. in Education and Psychology from Metropolitan State University in Denver, Colorado. Ms. O’Grady will be responsible for serving as the client liaison for this project and for ongoing needs. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 10 4. Project Approach BOLDplanning’s Proven COOP/COG Project Phases BOLDplanning will provide Town of Fountain Hills with the necessary processes and resources to implement a comprehensive approach for strong organizational planning. The MaricopaRegionPrepares.com site is the centerpiece of the methodology; however, there are many other elements of successful project management: • Schedules, phases and project plans • Solicitation of support from executive management • On-site training/team meeting facilitation (can be supplemented with BOLDplanning REMOTE) • On-line and printed documentation for all phases of the project • Subject matter expertise and technical assistance • Plan reviews and gap analysis • Testing and exercising • Plan finalization and approval by executive management • Ongoing maintenance and enhancement Our proven, detailed methodology has been field-tested over and over, and is flexible for working with organizations at all stages and levels of planning. We will assist the Town of Fountain Hills with our lessons learned and best practices so planning can begin immediately without re-inventing the wheel. Phase 1: Project Initiation and Preparation BOLDplanning will schedule and facilitate an online COOP Initiation Meeting with the Town of Fountain Hills project management team. During this meeting, standard system functionality will be reviewed and compared against all applicable compliance requirements. All appropriate stakeholders and staff will be encouraged to attend this COOP/COG Initiation Meeting. BOLDplanning will also schedule individual interviews with stakeholders as needed. If additional stakeholder meetings are required, BOLDplanning will facilitate these to ensure a successful project outcome. Phase 2: Plan Development Workshop BOLDplanning will schedule and conduct a full-day COOP/COG Plan Development Workshop for the participating planners. At the conclusion of this workshop, planners will have draft plans under development and clear instructions for future data collection efforts. An organized rollout will be initiated for all the participating departments and divisions. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 11 The following deliverables will be part of this phase: 1. Distribution of access credentials to each of the participating planners 2. Overview of continuity planning and the MaricopaRegionPrepares.com platform 3. Review of all existing data transferred into the platform 4. Significant time for actual plan development as planners enter data into the planning platform 5. Instructions for additional data input, planning team meetings and an estimated schedule for plan(s) completion Phase 3: Mid-Term Workshop BOLDplanning will schedule and conduct a one (1) day Mid-Term Workshop. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective business units. At the conclusion of these workshops, planners will have completed COOP elements and clear action items for plan finalization. The workshop will focus strongly on collecting the following data elements: • Essential functions and interdependencies to staff and vital records • Succession planning and delegation of authority • Alternate facility options with resource requirements • Procedures and policies for COOP activation, deployment and implementation • Hazard Identification and ranking Phase 4: Plan Reviews BOLDplanning will complete plan reviews of up to five plans (more can be added if new plans are created). Each section of the departmental plans will be reviewed by a subject matter expert. Using the online review tool within the system, the plans will be analyzed, and each section will receive a Red/Yellow/Green status level along with comments for improvement. The review levels and comments will be immediately available for planners via the online platform. The following deliverables will be part of this phase: 1. Review of existing data for all planning elements 2. Delivery of a Red/Yellow/Green status level for each COOP element 3. Gap analysis and comments for plan improvement 4. Instructions for additional data input as required for plan completion Phase 5: COG Master Plan Finalization and One-on-ones BOLDplanning will schedule and conduct one (1) day of a Plan Finalization Workshop. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective departmental COOP plans. At the conclusion of these workshops, planners will have Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 12 completed all COOP/COG elements and have clear action items for plan finalization. Brief individual one- one-one sessions will be conducted as needed to finalize plans. The following deliverables will be part of this phase: 1. Delivery of gap analysis documentation for each departmental plan 2. Delivery of specific instructions for plan completion 3. Consulting services to complete all plan update requirements 4. Significant time for actual COOP/COG plan final updates Phase 6: Plan Maintenance Following the project period, and for as long as an active contract exists with Maricopa County, the departments and their planners will continue to receive the following services: 1. SaaS/Cloud infrastructure with all hosting, maintenance, upgrades, hot-site redundancy, and data backups 2. Real-time plan access through the internet 3. Telephone and internet technical support and customer service 4. Project manager training via telephone and webinar All planners will receive the following resources to assist with plan development and maintenance for their departments: • MaricopaRegionPrepares.com – This is an excellent training resource by itself. This platform details every element of a COOP, asking for specific data for each plan element. The plan reports provide a wealth of information that assists planners, managers and staff with making good decisions during times of disruption. • On-line Helper Tips – Embedded throughout the system, there are detailed helper tips that explain COOP concepts and provide instructions for data entry. • Help Files Library – In the File Archive section of each plan there is a Continuity Plan User Guide as well as a library of training webinars covering all the major elements of the plan for planners to use at their convenience. • Webinar Training – BOLDplanning offers free webinar trainings on the first Wednesday of each month, one for planners and another session for project managers. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 13 Project Management Approach Situation Reports Throughout our comprehensive process, BOLDplanning will apply professional administrative, editorial, financial, and quality control practices developed over 16 years of managing similar projects. Additionally, all team members will participate in monthly Situation Report (SitRep) meetings with Town of Fountain Hills stakeholders. The SitRep meetings provide checkpoints and updates on a monthly basis throughout the project. Example of a BOLDplanning SitRep Report Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 14 5. Timeline Timeline The following timeline is proposed for completion of this project based on BOLDplanning’s recommended project phases. While these targets completion timeframes will serve as a guide, actual dates are contingent on the Town’s availability and participation during each phase of the work. Timeframes may be adjusted accordingly. Project Phase: Target Date for Completion Completion Timeframe Contract Award Date 12/14/21 - Notice to Proceed Date 01/03/22 - Phase 1: Project Initiation and Preparation By 01/10/22 Days 1-7 Phase 2: Plan Development Workshop By 01/24/22 Days 8-21 Phase 3: Mid-Term Workshop By 02/23/22 Days 22 - 51 Phase 4: Plan Reviews By 03/09/22 Days 52 - 65 Phase 5: Plan Finalization Workshop By 04/08/22 Days 66 - 95 Phase 6: Plan Maintenance Ongoing Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 15 Appendix A: Project Personnel Resumes Fulton Wold, PCP, CBCP fulton@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Arkansas Governor’s Earthquake Advisory Board Member – Appointed Member Professional Continuity Practitioner (PCP) - FEMA Certified Business Continuity Professional (CBCP) – Disaster Recovery Institute Emergency Management Accreditation Program (EMAP) – Assessor Workshop Graduate Emergency Operations Planning (EOP) Certified Trainer – Certified EOPPlanner.com Trainer University of Mississippi – Bachelor of Science in Business Administration Emergency Management Planning Experience State Level Experience State of Tennessee – Hazard Mitigation Plan Update • Served as the project manager for Tennessee’s latest state mitigation plan update in 2013 • Incorporated risk assessment documentation from over 20 agencies across the State of Tennessee • Completed mitigation plan and received FEMA approval following an aggressive time frame State of Arkansas – Hazard Mitigation Plan Update • Facilitated new vulnerability analysis methodology at a local, state and regional level for entire 2010 State of Arkansas Mitigation Plan update • Incorporated man-made and technological hazards into the risk assessment of the mitigation plan update State of Kansas – Hazard Mitigation Plan Update • Acted as the Emergency Management Accreditation Program (EMAP) liaison throughout the State of Kansas Mitigation Plan update process • Facilitated mitigation planning meetings that included plan input from private sector industry leaders as well as the Kansas National Guard Local Level Experience Anderson County, TN – Multi-Jurisdictional Hazard Mitigation Plan Update • Lead mitigation planner for Anderson County’s latest Hazard Mitigation Plan • Planned and led mitigation planning meetings to facilitate the plan development process Arkansas State University – Beebe, AR – Hazard Mitigation Plan • Served as Project Manager for the Arkansas State University initial mitigation planning process • Arkansas State University Plan was FEMA approved using the latest “Review Tool” requirements Chaves County, NM – Multi-Jurisdictional Hazard Mitigation Plan Update • Lead mitigation planner for Chaves County’s latest Hazard Mitigation Plans • Plan was FEMA approved over 30-day review process Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 16 Matthew Eyer, PMP, CHS-V, CBCP matt@BOLDplanning.com | Office: 303.552.1181 Education & Credentials Project Management Professional – Project Management Institute Certified in Homeland Security V – American Board for Certification in Homeland Security Federal Emergency Management Agency Professional Development Certification – FEMA Certified Business Continuity Professional (CBCP) – Disaster Recovery Institute Virginia Tech – Bachelor of Science in Environmental Science, Minor in Chemistry Emergency Management Planning Experience State Level Experience State of Arkansas – Hazard Mitigation Plan Update • Lead facilitator and writer for Hazard Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders State of Kansas – Hazard Mitigation Plan Update • Facilitated mitigation planning meetings that included input from numerous state and local stakeholders • Facilitated state and local level contact to ensure all stakeholders input was incorporated State of Kansas – Regional Plan Consolidation and Update • Lead Facilitator and Writer in the State of Kansas Mitigation Plan Consolidation and Update process • Leads entire planning process across multiple county and municipal agencies and other stakeholders in all regions of Kansas • Attends numerous FEMA trainings relating to new guidelines and expectations • Consolidating individual county mitigation plans into regional plans with an eye towards providing tremendous savings to both the state and local jurisdictions Local Level Experience Sierra County – Hazard Mitigation Plan Update • Lead Facilitator and writer for Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders • Consolidating individual county mitigation plans into regional plans with an eye towards providing tremendous savings to both the state and local jurisdictions Mescalero Apache Tribe – Hazard Mitigation Plan Update • Lead Facilitator and writer for Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 17 James Woulfe, CBCP, CHEP, CHPCP, PCP (Lvl 1) james@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Certified Business Continuity Professional – Disaster Recovery Institute International (DRII) Certified Healthcare Emergency Professional – IBCSM Certified Healthcare Provider Continuity Professional – Disaster Recovery Institute International Certified Professional Continuity Practitioner (Lvl 1) – FEMA Certified Homeland Security Exercise and Evaluation Program (HSEEP) Manager – FEMA Completion of Professional Development Series – Emergency Management Institute and Incident Command System Courses (100, 200, 300, 400, 700, 800) – FEMA B.A., Natural Sciences and Mathematics – Thomas Edison State College Petty Officer 2nd Class (ET2 and MST2) – U. S. Coast Guard Emergency Management / Preparedness Planning Experience State-Level Experience Commonwealth of Pennsylvania • Review and support preparedness planning processes for all state agencies under the Governor’s jurisdiction, including independents, as well as boards and commissions • Prepare and deliver planning workshop curriculum, offering best practices and subject matter expertise to all departments State of Wyoming • Support planning efforts across multiple county and municipal agencies throughout the State • Provide guidance and recommendations for consolidating multiple plans into one overarching continuity plan Local-Level Experience Yamhill County, Oregon • Support training initiative for county-wide emergency preparedness program • Conduct planning workshops for key plan stakeholders, including public health, law enforcement, and emergency management City of Durham, North Carolina • Serve as Project Lead, successfully guiding the client through the plan development process • Facilitate multiple workshops for all City departments, including Emergency Operations, IT, the Sheriff’s Office, and the Department of Water Management Ramsey County, Minnesota • Provide oversight/guidance for plan adoption and improvements • Conduct county-wide tabletop exercise focused on communications and relocation capabilities during a disruption University of Central Oklahoma • Support development, coordination, implementation, and facilitation of plan(s) • Conduct multiple workshops through all plan reviews and finalization for each department San Joaquin General Hospital, Stockton, California • Guide the acute care facility through all phases of the “all-hazards” planning process • Facilitate workshops and conduct plan reviews for a quantitative and qualitative assessment of all departmental plans for emergency preparedness Tribal-Level Experience Paskenta Band of Nomlaki Indians, Corning, California • Provide final review and recommendations prior to submitting plan to FEMA for approval Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 18 Karla O’Grady, PCP (Level 1) karla@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Professional Continuity Practitioner (PCP), Level 1 – Federal Emergency Management Agency (FEMA), Continuity Excellence Series (CES) Completion of Professional Development Series – Emergency Management Institute (EMI) and Incident Command System (ICS) Courses – IS-100 Incident Command System (ICS), IS-700 National Incident Management System (NIMS), ICS-Single Resources-Initial Action Incident, IS-800 National Response Framework (NRF), 547a-Intro to COOP, and 242b-Effective Communication – FEMA B.A., Education and Psychology – Metropolitan State University (Denver) Golden Key Honor Society – Member Colorado Business Leadership – Member Emergency Management / Preparedness Planning Experience Possessing over 20 years of experience in client relations and project management implementations, and now honing her skills as a Professional Continuity Practitioner (PCP), Karla O’Grady is a savvy businesswoman who is keenly focused on understanding, and just as importantly, solving customer needs. Since joining BOLDplanning in 2018, she has established a strong rapport with hundreds of public and private sector clients nationwide, contributing to the development and/or maintenance of their Continuity of Operations (COOP) and Emergency Operations (EOP) plans, and supporting their Hazard Mitigation planning efforts. Professional Experience BOLDplanning Inc., Regional Director, Business Development 2018 to Present • Co-design, implement, and maintain the quality of Customer Success Program • Contribute to the statewide promotion and successful execution of free COOP workshops held in Jefferson County, Colorado • Co-facilitate COOP workshops for the Commonwealth of Pennsylvania and the Pennsylvania State Senate, as well as Maricopa, Arizona, and Ramsey County, Minnesota • Co-facilitate EOP workshop in Washington County, Minnesota • Create and facilitate COOP User’s Groups in Colorado, Minnesota, and Oregon • Co-facilitate HSEEP-guided tabletop exercise in Marion County, Oregon • Participate in Hazard Mitigation Planning kick-off meeting in Cobb County, Georgia • Review/grade COOP and EOP plans, lending to plan improvements and better preparedness Coyote Analytics, Client Services and Project Implementations 2015 to 2018 • Lead project kickoffs and discovery meetings during the onboarding process for new clients, and assess needs and requirements during implementations • Troubleshoot software issues and improve reporting processes both internally with team members and externally with clients United Waste Solutions, Consultant/Sales Associate 2009 to 2014 • Interface with clients regularly to cross-sell and improve their monthly utility expenses • Negotiate, review, and prepare client/vendor agreements for optimal benefits of recyclables Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 19 Vendor Questionnaire Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 20 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 21 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 22 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 23 A Division of Agility Recovery Town of Fountain Hills, AZ Continuity of Government Operations Proposal #2022-008 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 1 Contents 1. General Information ......................................................................................................................... 3 BOLDplanning Background ...............................................................................................................................3 Organization .......................................................................................................................................................3 2. Experience and Qualifications ........................................................................................................ 4 Recent BOLDplanning COOP/COG Clients .......................................................................................................4 State-Level Government Clients .........................................................................................................................4 County Level Government Clients ......................................................................................................................4 City Level Government Clients ...........................................................................................................................4 COOP/COG References.....................................................................................................................................5 3. Key Positions (Please see resumes in Appendix A Page 14) ....................................................... 6 Principal in Charge: Fulton Wold, PCP, CBCP...................................................................................................6 Lead Planner: Matt Eyer, CBCP, PMP ...............................................................................................................7 Project Manager: James Woulfe, PCP, CBCP, CHEP, CHPCP ........................................................................8 Client Liaison: Karla O’Grady, Regional Director, PCP ......................................................................................9 4. Project Approach ........................................................................................................................... 10 BOLDplanning’s Proven COOP/COG Project Phases .................................................................................... 10 Phase 1: Project Initiation and Preparation ..................................................................................................... 10 Phase 2: Plan Development Workshop ........................................................................................................... 10 Phase 3: Mid-Term Workshop ......................................................................................................................... 11 Phase 4: Plan Reviews .................................................................................................................................... 11 Phase 5: COG Master Plan Finalization and One-on-ones ............................................................................. 11 Phase 6: Plan Maintenance ............................................................................................................................. 12 Project Management Approach ....................................................................................................................... 13 Situation Reports ............................................................................................................................................. 13 5. Timeline .......................................................................................................................................... 14 Timeline ........................................................................................................................................................... 14 Appendix A: Project Personnel Resumes ........................................................................................ 15 Vendor Questionnaire ....................................................................................................................... 19 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 2 November 8, 2021 Rob Durham Procurement Administrator 16705 E. Avenue of the Fountains Fountain Hills, AZ 85268 Dear Mr. Durham: BOLDplanning Inc. is pleased to submit the following proposal for the Town of Fountain Hills Continuity of Government (COG) plan development project. BOLDplanning Inc. has served the preparedness planning needs of state and local governments for more than 16 years. Since the inception of the company, we have helped clients create more than 10,000 continuity, emergency response and hazard mitigation plans. As the planning partner behind MaricopaRegionPrepares.com, we believe no other vendor can provide the COOP/COG subject matter expertise and system knowledge that BOLDplanning offers. Our consulting process is designed to match MaricopaRegionPrepares.com directly, making the plan building process more efficient and more effective. In the proposal document that follows, you will find: • A proposal that exceeds the requirements of RFP#:2022-08 • A highly qualified, experienced team of consultants and subject-matter experts who have worked all across the U.S. and extensively within Maricopa County • A company offering full-service emergency management capabilities, with Continuity of Operations (COOP) and Continuity of Government (COG) as a core strength • Unmatched expertise in the currently deployed BOLDplanning.com Platform COOP Module This proposal is valid for 90 days from the proposal submission deadline. We are confident in our ability to exceed expectations and would welcome an opportunity to serve the Town of Fountain Hills in this important project. Best regards, Lorin Bristow Vice President, Government Markets BOLDplanning – A Division of Agility Recovery Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 3 1. General Information BOLDplanning Background Sixteen years ago, BOLDplanning pioneered an approach to emergency and continuity plans that combined the use of proprietary technology with expert consulting. Now, over 10,000 plans have been produced and even more important, BOLDplanning maintains a 95% annual customer retention rate. BOLDplanning brings a team of highly experienced, certified and knowledgeable professionals to every project. These team members have an intimate understanding of continuity planning including industry best practices. The BOLDplanning.com Platform provides a streamlined approach to making the jobs of emergency managers and planners simpler. The BOLDplanning.com Platform facilitates input from diverse stakeholders, monitors plan development progress, manages the dynamic nature of emergency plan documents throughout their lifecycle, and assures compliance with local, state, and federal guidance. Organization BOLDplanning employs 14 full-time employees, along with other carefully selected and highly engaged contractors as project managers, subject-matter-experts, technology experts and other support roles. Due to its strong reputation and deep experience in state and local government planning, BOLDplanning was acquired by Agility Recovery in October 2021. BOLDplanning is considered a wholly owned subsidiary: BOLDplanning Inc. 480 Duke Drive, Suite 130 Franklin, TN 37067 615.469.5558 Agility Recovery HQ 1225 17th St., Suite 2000 Denver, CO 80202 866.364.9696 BOLDplanning EIN/FEIN #: 20-4278504 BOLDplanning DUNS #: 80-061-5796 Terminated (For Cause) Customer Contracts in Last 5 Years: None Customer Litigation or Arbitration in Last 5 years: None Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 4 2. Experience and Qualifications Recent BOLDplanning COOP/COG Clients State-Level Government Clients • Commonwealth of Pennsylvania – COOP/COG implementation, training and exercises for all State Agencies and Departments • State of California Judiciary Council– COOP/COG implementation and training for the Supreme Court and all Appellate and Superior Courts • State of Kansas – COOP/COG/EOP for all State Departments and all Counties • State of Nebraska – COOP/COG/LEOP for all State Departments and all Counties • State of Oregon - COOP/COG for 23 State Agencies and all Counties • State of Rhode Island - COOP/COG for all State Departments • State of South Dakota – COOP/COG for all State Departments • State of Vermont – COOP/COG and exercises for all State Departments • State of Wyoming – COOP/COG/EOP and exercises for all State Departments and all Counties County Level Government Clients • Ventura County, CA – County wide COOP implementation and training for 51 departments including public health • Stanislaus County, CA – County wide COOP implementation and training for 46 departments • Monterey County, CA – County wide COOP implementation and training for 43 departments in including public health • Atlanta-Fulton County – COOP/LEOP implementation and training for certain departments including Atlanta Fulton County Emergency Management Agency • Dekalb County, Georgia – COOP/LEOP/HSEEP exercises and training for all county agencies • Maricopa County/Phoenix, Arizona – COOP/EOP implementation and quarterly training for all city and county agencies City Level Government Clients • City of Atlanta Department of Watershed Management – City COOP implementation/training • City of Chicago, Illinois – COOP/HSEEP exercises, and training for all City Departments • City of Colorado Springs, Colorado – COOP/ HSEEP exercises and training for all City Departments • City of Palo Alto, California – COOP/LEOP implementation and training for all City Departments • Orange County Sanitation District – COOP/EOP implementation for all OCSD departments • Town of Groton, Connecticut - COOP implementation for all Town Departments • City of Rochester, Minnesota – COOP/EOP/HSEEP exercises and training for all Departments • City of Flagstaff, Arizona – COOP county wide implementation and training Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 5 COOP/COG References Maricopa County Emergency Management Client since November 2015 5630 E. McDowell Road; Phoenix, AZ 85008 Contact Name: Marisa Von Holten Contact Position: Emergency Management Coordinator Telephone Number: 602-273-1411 Email: marisa.vonholten@maricopa.gov Recent Services Provided: COOP/COG/EOP development and maintenance for all county departments Judicial Council of California Client since November 2006 455 Golden Gate Ave, San Francisco, CA 94192 Contact Name: Ed Ellestad Telephone Number: 415.865.4538 Contact Position: Head of Security Telephone Number: 415.865.4538 Email: edward.ellestad@jud.ca.gov Recent Services Provided: COOP/COG/Security Plans/Emergency Plans for 67 county, appellate and supreme courts in California. This also includes 532 plans within these courts. Atlanta-Fulton County Client since March 2017 130 Peachtree Street SW, Suite G157; Atlanta, GA 30303 Contact Name: Matthew Kallmyer Contact Position: Emergency Management Director Telephone: 404.612.5660 Email: matthew.kallmyer@afcema.com Recent Services Provided: BOLDplanning has worked with Atlanta Fulton County Emergency Management Agency since 2017 in support of COOP/COG/LEOP development and maintenance for all county departments. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 6 3. Key Positions (Please see resumes in Appendix A Page 14) Principal in Charge: Fulton Wold, PCP, CBCP Fulton Wold, PCP, CBCP A passion for preparedness and the desire to exceed every customer’s expectations—these are what drive BOLDplanning founder Fulton Wold as he directs the company’s emergency, continuity, and mitigation planning efforts. His career in emergency planning spans over 20 years, and the highlights along the way are many. Among them, he successfully managed several high visibility planning projects, including the California Environmental Protection Agency, the State of Kansas, the State of Tennessee, and the State of Arkansas. He also led localized planning efforts in the City of Rochester, Minnesota; Chaves County, New Mexico; and Collier County, Florida, to name a few. Mr. Wold is credited as the facilitator of the nation’s first FEMA-approved, online natural disaster mitigation plan for the State of Oklahoma in 2010. This plan was also one of the first in the nation to receive an “Enhanced” rating by the Federal agency. Mr. Wold has become a well-respected authority, or Subject Matter Expert (SME), who often speaks during industry events, such as the National Hurricane Conference. Most recently, he addressed attendees of the 2018 Best Practices in Higher Education Emergency Management Conference on “Preparing the Educators of Today for the Hazards of Tomorrow.” Mr. Wold received accreditation through Disaster Recovery Institute International (DRII) and maintains his status as a Professional Continuity Practitioner (PCP) and Certified Business Continuity Professional (CBCP). He is a graduate of the Emergency Management Accreditation Program (EMAP), as well as the Integrated Emergency Management Course, Consequences of Terrorism Workshop. He also serves as a member of the Natural Hazard Mitigation Association (NHMA); the Arkansas Governor’s Earthquake Advisory Council; and numerous State Emergency Management Associations. Mr. Wold earned a B.A. in Business Administration from the University of Mississippi. Given Mr. Wold’s education and real-world experience, he certainly understands and appreciates all that is involved in complex planning initiatives. This includes training and exercise activities that follow the guiding principles of the Homeland Security Exercise and Evaluation Program (HSEEP). Mr. Wold routinely joins other BOLDplanning representatives in the field as they facilitate Continuity and Operations Plans workshops for clients. Additionally, he often participates in public stakeholder and thought leadership meetings. Serving as Principal in Charge for the Town of Fountain Hills COOP/COG project, Mr. Wold will oversee the entire planning effort, proactively engaging the BOLDplanning team, plan stakeholders and others; offering guidance and expertise as needed; and keeping his hand on the pulse of the project at all times. He will allocate the necessary company resources (staff, platform development, etc.) to verify deliverables are completed on time and within budget. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 7 Lead Planner: Matt Eyer, CBCP, PMP Matt Eyer, highly credentialed with more than 15 years of experience in the Emergency Management industry, has established himself as one of the best continuity planners in the country. Among his numerous accomplishments, he has structured complex Continuity of Operations Plans (COOPs), Emergency Operations Plans (EOPs) and Hazard Mitigation Plans (HMPs) for many high-profile jurisdictions in multiple states. Among them are the State of Kansas; the State of Arizona Department of Transportation; Oregon Metro; the State of Wyoming; the City of Palo Alto, California; and Ramsey and Washington Counties, Minnesota; to name a few. Most recently, Mr. Eyer managed COOP planning projects for BOLDplanning clients: Virginia Department of Transportation (VDOT); Rogers University; and Texas Tech University; as well as an HMP update for the State of Arkansas. He also supported exercises for the New York Finance and Housing Authority. Additionally, Mr. Eyer has developed a variety of response plans. These range from a Mortuary Surge Plan for Maricopa County, Arizona, to a Biological Detection System Anthrax Response Plan for Santa Clara County, California, to Food Security Vulnerability Assessments for the Air Force Institute of Operational Health. He has also been deployed as a project manager to numerous disaster sites, including Hurricane Katrina in 2005, and the State of Florida during the 2002 and 2003 hurricane seasons. As a Project Manager for BOLDplanning since 2007, Mr. Eyer directly manages large planning efforts nationwide to ensure state and federal compliance across the company’s growing client base. His duties include resource allocation, risk assessment and technical writing, among other mission-critical plan development activities. Accordingly, Mr. Eyer possesses an extensive technical authorship portfolio and expertise integrating diverse data sets and risk assessments into a wide variety of plans. Mr. Eyer is a Certified Business Continuity Professional (CBCP) through Disaster Recovery Institute International (DRII) and a Project Management Professional (PMP) through the Project Management Institute (PMI). He received FEMA Professional Development Accreditation through the Emergency Management Institute (EMI), and is certified in Homeland Security by the American Board for Certification in Homeland Security. Mr. Eyer holds a B.S. in Environmental Science from Virginia Tech. Specific duties will include the management and oversight of on-site meetings and training sessions, and scheduling and administration. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 8 Project Manager: James Woulfe, PCP, CBCP, CHEP, CHPCP James Woulfe is an insightful, well-credentialed Emergency Management professional specializing in emergency and continuity planning. Before joining BOLDplanning to lead its healthcare emergency planning practice in 2016, he spent ten years in Public Health Emergency Preparedness with Tennessee’s Metro Nashville Public Health Department (MPHD) and Jackson-Madison County Regional Health Department (JMCRHD). At MPHD he was responsible for coordinating the City’s Readiness Initiative (CRI), the metro area's localized response to a bioterrorism or pandemic event. Mr. Woulfe's involvement in emergency management spans multiple project areas including: Continuity Plans development; Emergency Operations Plans (EOP) development; Business Continuity Plan (BCP) development; and training, exercise development and delivery. As a key member of the BOLDplanning team, Mr. Woulfe has completed numerous COOP and EOP projects in the role of Project Manager. These include national efforts with a Hospice & Palliative Care organization; statewide projects with Departments of Public Health and Primary Care Associations; regional efforts with Healthcare Coalitions and Homeland Security Regions; and local efforts with multiple city/county jurisdictions. As such, he brings real-world experience and expert knowledge to the planning “table” each and every time. Most recently, Mr. Woulfe worked with BOLDplanning clients, Central Florida Disaster Medical Coalition; City of Cape Coral, Florida; City and County of Durham, NC; Yamhill County, Oregon; and Prince George’s County, Maryland; Commonwealth of Pennsylvania; helping them exceed their emergency and continuity planning goals. Mr. Woulfe earned a B.A. in Natural Sciences and Mathematics from Thomas Edison State College. He is also a veteran of the U.S. Coast Guard, where he served as a Petty Officer 2nd Class on active duty from 2002 to 2006, and as a reservist from 2006 to 2010. He became active in Emergency Management while on assignment in New Orleans during the 2004-2005 hurricane seasons. Mr. Woulfe holds active certifications as a FEMA Professional Continuity Practitioner (PCP), Healthcare Emergency Professional (CHEP), Certified Business Continuity Professional (CBCP), Certified Healthcare Provider Continuity Professional (CHPCP), and Homeland Security Exercise and Evaluation Program (HSEEP) Manager. Specific duties will include the oversight of the project, supporting scheduling and administration to ensure on time service delivery. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 9 Client Liaison: Karla O’Grady, Regional Director, PCP Karla O’Grady. Leveraging over 20 years of experience in client relations and project management implementations, Ms. Karla O’Grady joined BOLDplanning as its Customer Success Manager in 2017. In this role, she quickly and earnestly moved forward with co-designing and implementing the company’s new Customer Success Program. Its primary goals were (and continue to be) to elevate company-client communications, orchestrate planning and training activities, and ensure every BOLDplanning customer reaches their preparedness and compliance goals. While simultaneously engaging hundreds of public and private sector clients and learning more about the importance (and concepts) of preparedness planning, Ms. O’Grady made the decision to obtain her certification as a Professional Continuity Practitioner, or PCP. Proudly, she earned her Level 1 certification in June 2019. She plans to continue her professional development as she gains additional work experience in the months ahead. Today, as Regional Director, Business Development, for BOLDplanning, Ms. O’Grady consistently applies her working knowledge by contributing to the preparation and maintenance of Continuity of Operations (COOP) and Emergency Operations (EOP) and supporting various Hazard Mitigation Planning projects. She also participates in planning workshops, stakeholder meetings, and tabletop exercises that are compliant with the Homeland Security Exercise and Evaluation Program (HSEEP). Before joining the BOLDplanning team, Ms. O’Grady worked in Client Services and Project Implementations for Coyote Analytics. There, she exceled at maintaining client relationships to ensure project success and client satisfaction. Prior to her employment with Coyote Analytics, Ms. O’Grady served as Consultant/Sales Associate for United Waste Solutions, where she was responsible for a wide range of customer care duties. Ms. O’Grady holds a B.A. in Education and Psychology from Metropolitan State University in Denver, Colorado. Ms. O’Grady will be responsible for serving as the client liaison for this project and for ongoing needs. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 10 4. Project Approach BOLDplanning’s Proven COOP/COG Project Phases BOLDplanning will provide Town of Fountain Hills with the necessary processes and resources to implement a comprehensive approach for strong organizational planning. The MaricopaRegionPrepares.com site is the centerpiece of the methodology; however, there are many other elements of successful project management: • Schedules, phases and project plans • Solicitation of support from executive management • On-site training/team meeting facilitation (can be supplemented with BOLDplanning REMOTE) • On-line and printed documentation for all phases of the project • Subject matter expertise and technical assistance • Plan reviews and gap analysis • Testing and exercising • Plan finalization and approval by executive management • Ongoing maintenance and enhancement Our proven, detailed methodology has been field-tested over and over, and is flexible for working with organizations at all stages and levels of planning. We will assist the Town of Fountain Hills with our lessons learned and best practices so planning can begin immediately without re-inventing the wheel. Phase 1: Project Initiation and Preparation BOLDplanning will schedule and facilitate an online COOP Initiation Meeting with the Town of Fountain Hills project management team. During this meeting, standard system functionality will be reviewed and compared against all applicable compliance requirements. All appropriate stakeholders and staff will be encouraged to attend this COOP/COG Initiation Meeting. BOLDplanning will also schedule individual interviews with stakeholders as needed. If additional stakeholder meetings are required, BOLDplanning will facilitate these to ensure a successful project outcome. Phase 2: Plan Development Workshop BOLDplanning will schedule and conduct a full-day COOP/COG Plan Development Workshop for the participating planners. At the conclusion of this workshop, planners will have draft plans under development and clear instructions for future data collection efforts. An organized rollout will be initiated for all the participating departments and divisions. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 11 The following deliverables will be part of this phase: 1. Distribution of access credentials to each of the participating planners 2. Overview of continuity planning and the MaricopaRegionPrepares.com platform 3. Review of all existing data transferred into the platform 4. Significant time for actual plan development as planners enter data into the planning platform 5. Instructions for additional data input, planning team meetings and an estimated schedule for plan(s) completion Phase 3: Mid-Term Workshop BOLDplanning will schedule and conduct a one (1) day Mid-Term Workshop. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective business units. At the conclusion of these workshops, planners will have completed COOP elements and clear action items for plan finalization. The workshop will focus strongly on collecting the following data elements: • Essential functions and interdependencies to staff and vital records • Succession planning and delegation of authority • Alternate facility options with resource requirements • Procedures and policies for COOP activation, deployment and implementation • Hazard Identification and ranking Phase 4: Plan Reviews BOLDplanning will complete plan reviews of up to five plans (more can be added if new plans are created). Each section of the departmental plans will be reviewed by a subject matter expert. Using the online review tool within the system, the plans will be analyzed, and each section will receive a Red/Yellow/Green status level along with comments for improvement. The review levels and comments will be immediately available for planners via the online platform. The following deliverables will be part of this phase: 1. Review of existing data for all planning elements 2. Delivery of a Red/Yellow/Green status level for each COOP element 3. Gap analysis and comments for plan improvement 4. Instructions for additional data input as required for plan completion Phase 5: COG Master Plan Finalization and One-on-ones BOLDplanning will schedule and conduct one (1) day of a Plan Finalization Workshop. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective departmental COOP plans. At the conclusion of these workshops, planners will have Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 12 completed all COOP/COG elements and have clear action items for plan finalization. Brief individual one- one-one sessions will be conducted as needed to finalize plans. The following deliverables will be part of this phase: 1. Delivery of gap analysis documentation for each departmental plan 2. Delivery of specific instructions for plan completion 3. Consulting services to complete all plan update requirements 4. Significant time for actual COOP/COG plan final updates Phase 6: Plan Maintenance Following the project period, and for as long as an active contract exists with Maricopa County, the departments and their planners will continue to receive the following services: 1. SaaS/Cloud infrastructure with all hosting, maintenance, upgrades, hot-site redundancy, and data backups 2. Real-time plan access through the internet 3. Telephone and internet technical support and customer service 4. Project manager training via telephone and webinar All planners will receive the following resources to assist with plan development and maintenance for their departments: • MaricopaRegionPrepares.com – This is an excellent training resource by itself. This platform details every element of a COOP, asking for specific data for each plan element. The plan reports provide a wealth of information that assists planners, managers and staff with making good decisions during times of disruption. • On-line Helper Tips – Embedded throughout the system, there are detailed helper tips that explain COOP concepts and provide instructions for data entry. • Help Files Library – In the File Archive section of each plan there is a Continuity Plan User Guide as well as a library of training webinars covering all the major elements of the plan for planners to use at their convenience. • Webinar Training – BOLDplanning offers free webinar trainings on the first Wednesday of each month, one for planners and another session for project managers. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 13 Project Management Approach Situation Reports Throughout our comprehensive process, BOLDplanning will apply professional administrative, editorial, financial, and quality control practices developed over 16 years of managing similar projects. Additionally, all team members will participate in monthly Situation Report (SitRep) meetings with Town of Fountain Hills stakeholders. The SitRep meetings provide checkpoints and updates on a monthly basis throughout the project. Example of a BOLDplanning SitRep Report Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 14 5. Timeline Timeline The following timeline is proposed for completion of this project based on BOLDplanning’s recommended project phases. While these targets completion timeframes will serve as a guide, actual dates are contingent on the Town’s availability and participation during each phase of the work. Timeframes may be adjusted accordingly. Project Phase: Target Date for Completion Completion Timeframe Contract Award Date 12/14/21 - Notice to Proceed Date 01/03/22 - Phase 1: Project Initiation and Preparation By 01/10/22 Days 1-7 Phase 2: Plan Development Workshop By 01/24/22 Days 8-21 Phase 3: Mid-Term Workshop By 02/23/22 Days 22 - 51 Phase 4: Plan Reviews By 03/09/22 Days 52 - 65 Phase 5: Plan Finalization Workshop By 04/08/22 Days 66 - 95 Phase 6: Plan Maintenance Ongoing Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 15 Appendix A: Project Personnel Resumes Fulton Wold, PCP, CBCP fulton@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Arkansas Governor’s Earthquake Advisory Board Member – Appointed Member Professional Continuity Practitioner (PCP) - FEMA Certified Business Continuity Professional (CBCP) – Disaster Recovery Institute Emergency Management Accreditation Program (EMAP) – Assessor Workshop Graduate Emergency Operations Planning (EOP) Certified Trainer – Certified EOPPlanner.com Trainer University of Mississippi – Bachelor of Science in Business Administration Emergency Management Planning Experience State Level Experience State of Tennessee – Hazard Mitigation Plan Update • Served as the project manager for Tennessee’s latest state mitigation plan update in 2013 • Incorporated risk assessment documentation from over 20 agencies across the State of Tennessee • Completed mitigation plan and received FEMA approval following an aggressive time frame State of Arkansas – Hazard Mitigation Plan Update • Facilitated new vulnerability analysis methodology at a local, state and regional level for entire 2010 State of Arkansas Mitigation Plan update • Incorporated man-made and technological hazards into the risk assessment of the mitigation plan update State of Kansas – Hazard Mitigation Plan Update • Acted as the Emergency Management Accreditation Program (EMAP) liaison throughout the State of Kansas Mitigation Plan update process • Facilitated mitigation planning meetings that included plan input from private sector industry leaders as well as the Kansas National Guard Local Level Experience Anderson County, TN – Multi-Jurisdictional Hazard Mitigation Plan Update • Lead mitigation planner for Anderson County’s latest Hazard Mitigation Plan • Planned and led mitigation planning meetings to facilitate the plan development process Arkansas State University – Beebe, AR – Hazard Mitigation Plan • Served as Project Manager for the Arkansas State University initial mitigation planning process • Arkansas State University Plan was FEMA approved using the latest “Review Tool” requirements Chaves County, NM – Multi-Jurisdictional Hazard Mitigation Plan Update • Lead mitigation planner for Chaves County’s latest Hazard Mitigation Plans • Plan was FEMA approved over 30-day review process Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 16 Matthew Eyer, PMP, CHS-V, CBCP matt@BOLDplanning.com | Office: 303.552.1181 Education & Credentials Project Management Professional – Project Management Institute Certified in Homeland Security V – American Board for Certification in Homeland Security Federal Emergency Management Agency Professional Development Certification – FEMA Certified Business Continuity Professional (CBCP) – Disaster Recovery Institute Virginia Tech – Bachelor of Science in Environmental Science, Minor in Chemistry Emergency Management Planning Experience State Level Experience State of Arkansas – Hazard Mitigation Plan Update • Lead facilitator and writer for Hazard Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders State of Kansas – Hazard Mitigation Plan Update • Facilitated mitigation planning meetings that included input from numerous state and local stakeholders • Facilitated state and local level contact to ensure all stakeholders input was incorporated State of Kansas – Regional Plan Consolidation and Update • Lead Facilitator and Writer in the State of Kansas Mitigation Plan Consolidation and Update process • Leads entire planning process across multiple county and municipal agencies and other stakeholders in all regions of Kansas • Attends numerous FEMA trainings relating to new guidelines and expectations • Consolidating individual county mitigation plans into regional plans with an eye towards providing tremendous savings to both the state and local jurisdictions Local Level Experience Sierra County – Hazard Mitigation Plan Update • Lead Facilitator and writer for Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders • Consolidating individual county mitigation plans into regional plans with an eye towards providing tremendous savings to both the state and local jurisdictions Mescalero Apache Tribe – Hazard Mitigation Plan Update • Lead Facilitator and writer for Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 17 James Woulfe, CBCP, CHEP, CHPCP, PCP (Lvl 1) james@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Certified Business Continuity Professional – Disaster Recovery Institute International (DRII) Certified Healthcare Emergency Professional – IBCSM Certified Healthcare Provider Continuity Professional – Disaster Recovery Institute International Certified Professional Continuity Practitioner (Lvl 1) – FEMA Certified Homeland Security Exercise and Evaluation Program (HSEEP) Manager – FEMA Completion of Professional Development Series – Emergency Management Institute and Incident Command System Courses (100, 200, 300, 400, 700, 800) – FEMA B.A., Natural Sciences and Mathematics – Thomas Edison State College Petty Officer 2nd Class (ET2 and MST2) – U. S. Coast Guard Emergency Management / Preparedness Planning Experience State-Level Experience Commonwealth of Pennsylvania • Review and support preparedness planning processes for all state agencies under the Governor’s jurisdiction, including independents, as well as boards and commissions • Prepare and deliver planning workshop curriculum, offering best practices and subject matter expertise to all departments State of Wyoming • Support planning efforts across multiple county and municipal agencies throughout the State • Provide guidance and recommendations for consolidating multiple plans into one overarching continuity plan Local-Level Experience Yamhill County, Oregon • Support training initiative for county-wide emergency preparedness program • Conduct planning workshops for key plan stakeholders, including public health, law enforcement, and emergency management City of Durham, North Carolina • Serve as Project Lead, successfully guiding the client through the plan development process • Facilitate multiple workshops for all City departments, including Emergency Operations, IT, the Sheriff’s Office, and the Department of Water Management Ramsey County, Minnesota • Provide oversight/guidance for plan adoption and improvements • Conduct county-wide tabletop exercise focused on communications and relocation capabilities during a disruption University of Central Oklahoma • Support development, coordination, implementation, and facilitation of plan(s) • Conduct multiple workshops through all plan reviews and finalization for each department San Joaquin General Hospital, Stockton, California • Guide the acute care facility through all phases of the “all-hazards” planning process • Facilitate workshops and conduct plan reviews for a quantitative and qualitative assessment of all departmental plans for emergency preparedness Tribal-Level Experience Paskenta Band of Nomlaki Indians, Corning, California • Provide final review and recommendations prior to submitting plan to FEMA for approval Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 18 Karla O’Grady, PCP (Level 1) karla@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Professional Continuity Practitioner (PCP), Level 1 – Federal Emergency Management Agency (FEMA), Continuity Excellence Series (CES) Completion of Professional Development Series – Emergency Management Institute (EMI) and Incident Command System (ICS) Courses – IS-100 Incident Command System (ICS), IS-700 National Incident Management System (NIMS), ICS-Single Resources-Initial Action Incident, IS-800 National Response Framework (NRF), 547a-Intro to COOP, and 242b-Effective Communication – FEMA B.A., Education and Psychology – Metropolitan State University (Denver) Golden Key Honor Society – Member Colorado Business Leadership – Member Emergency Management / Preparedness Planning Experience Possessing over 20 years of experience in client relations and project management implementations, and now honing her skills as a Professional Continuity Practitioner (PCP), Karla O’Grady is a savvy businesswoman who is keenly focused on understanding, and just as importantly, solving customer needs. Since joining BOLDplanning in 2018, she has established a strong rapport with hundreds of public and private sector clients nationwide, contributing to the development and/or maintenance of their Continuity of Operations (COOP) and Emergency Operations (EOP) plans, and supporting their Hazard Mitigation planning efforts. Professional Experience BOLDplanning Inc., Regional Director, Business Development 2018 to Present • Co-design, implement, and maintain the quality of Customer Success Program • Contribute to the statewide promotion and successful execution of free COOP workshops held in Jefferson County, Colorado • Co-facilitate COOP workshops for the Commonwealth of Pennsylvania and the Pennsylvania State Senate, as well as Maricopa, Arizona, and Ramsey County, Minnesota • Co-facilitate EOP workshop in Washington County, Minnesota • Create and facilitate COOP User’s Groups in Colorado, Minnesota, and Oregon • Co-facilitate HSEEP-guided tabletop exercise in Marion County, Oregon • Participate in Hazard Mitigation Planning kick-off meeting in Cobb County, Georgia • Review/grade COOP and EOP plans, lending to plan improvements and better preparedness Coyote Analytics, Client Services and Project Implementations 2015 to 2018 • Lead project kickoffs and discovery meetings during the onboarding process for new clients, and assess needs and requirements during implementations • Troubleshoot software issues and improve reporting processes both internally with team members and externally with clients United Waste Solutions, Consultant/Sales Associate 2009 to 2014 • Interface with clients regularly to cross-sell and improve their monthly utility expenses • Negotiate, review, and prepare client/vendor agreements for optimal benefits of recyclables Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 19 Vendor Questionnaire Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 20 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 21 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 22 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 23 A Division of Agility Recovery Town of Fountain Hills, AZ Continuity of Government Operations Proposal #2022-008 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 1 Contents 1. General Information ......................................................................................................................... 3 BOLDplanning Background ...............................................................................................................................3 Organization .......................................................................................................................................................3 2. Experience and Qualifications ........................................................................................................ 4 Recent BOLDplanning COOP/COG Clients .......................................................................................................4 State-Level Government Clients .........................................................................................................................4 County Level Government Clients ......................................................................................................................4 City Level Government Clients ...........................................................................................................................4 COOP/COG References.....................................................................................................................................5 3. Key Positions (Please see resumes in Appendix A Page 14) ....................................................... 6 Principal in Charge: Fulton Wold, PCP, CBCP...................................................................................................6 Lead Planner: Matt Eyer, CBCP, PMP ...............................................................................................................7 Project Manager: James Woulfe, PCP, CBCP, CHEP, CHPCP ........................................................................8 Client Liaison: Karla O’Grady, Regional Director, PCP ......................................................................................9 4. Project Approach ........................................................................................................................... 10 BOLDplanning’s Proven COOP/COG Project Phases .................................................................................... 10 Phase 1: Project Initiation and Preparation ..................................................................................................... 10 Phase 2: Plan Development Workshop ........................................................................................................... 10 Phase 3: Mid-Term Workshop ......................................................................................................................... 11 Phase 4: Plan Reviews .................................................................................................................................... 11 Phase 5: COG Master Plan Finalization and One-on-ones ............................................................................. 11 Phase 6: Plan Maintenance ............................................................................................................................. 12 Project Management Approach ....................................................................................................................... 13 Situation Reports ............................................................................................................................................. 13 5. Timeline .......................................................................................................................................... 14 Timeline ........................................................................................................................................................... 14 Appendix A: Project Personnel Resumes ........................................................................................ 15 Vendor Questionnaire ....................................................................................................................... 19 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 2 November 8, 2021 Rob Durham Procurement Administrator 16705 E. Avenue of the Fountains Fountain Hills, AZ 85268 Dear Mr. Durham: BOLDplanning Inc. is pleased to submit the following proposal for the Town of Fountain Hills Continuity of Government (COG) plan development project. BOLDplanning Inc. has served the preparedness planning needs of state and local governments for more than 16 years. Since the inception of the company, we have helped clients create more than 10,000 continuity, emergency response and hazard mitigation plans. As the planning partner behind MaricopaRegionPrepares.com, we believe no other vendor can provide the COOP/COG subject matter expertise and system knowledge that BOLDplanning offers. Our consulting process is designed to match MaricopaRegionPrepares.com directly, making the plan building process more efficient and more effective. In the proposal document that follows, you will find: • A proposal that exceeds the requirements of RFP#:2022-08 • A highly qualified, experienced team of consultants and subject-matter experts who have worked all across the U.S. and extensively within Maricopa County • A company offering full-service emergency management capabilities, with Continuity of Operations (COOP) and Continuity of Government (COG) as a core strength • Unmatched expertise in the currently deployed BOLDplanning.com Platform COOP Module This proposal is valid for 90 days from the proposal submission deadline. We are confident in our ability to exceed expectations and would welcome an opportunity to serve the Town of Fountain Hills in this important project. Best regards, Lorin Bristow Vice President, Government Markets BOLDplanning – A Division of Agility Recovery Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 3 1. General Information BOLDplanning Background Sixteen years ago, BOLDplanning pioneered an approach to emergency and continuity plans that combined the use of proprietary technology with expert consulting. Now, over 10,000 plans have been produced and even more important, BOLDplanning maintains a 95% annual customer retention rate. BOLDplanning brings a team of highly experienced, certified and knowledgeable professionals to every project. These team members have an intimate understanding of continuity planning including industry best practices. The BOLDplanning.com Platform provides a streamlined approach to making the jobs of emergency managers and planners simpler. The BOLDplanning.com Platform facilitates input from diverse stakeholders, monitors plan development progress, manages the dynamic nature of emergency plan documents throughout their lifecycle, and assures compliance with local, state, and federal guidance. Organization BOLDplanning employs 14 full-time employees, along with other carefully selected and highly engaged contractors as project managers, subject-matter-experts, technology experts and other support roles. Due to its strong reputation and deep experience in state and local government planning, BOLDplanning was acquired by Agility Recovery in October 2021. BOLDplanning is considered a wholly owned subsidiary: BOLDplanning Inc. 480 Duke Drive, Suite 130 Franklin, TN 37067 615.469.5558 Agility Recovery HQ 1225 17th St., Suite 2000 Denver, CO 80202 866.364.9696 BOLDplanning EIN/FEIN #: 20-4278504 BOLDplanning DUNS #: 80-061-5796 Terminated (For Cause) Customer Contracts in Last 5 Years: None Customer Litigation or Arbitration in Last 5 years: None Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 4 2. Experience and Qualifications Recent BOLDplanning COOP/COG Clients State-Level Government Clients • Commonwealth of Pennsylvania – COOP/COG implementation, training and exercises for all State Agencies and Departments • State of California Judiciary Council– COOP/COG implementation and training for the Supreme Court and all Appellate and Superior Courts • State of Kansas – COOP/COG/EOP for all State Departments and all Counties • State of Nebraska – COOP/COG/LEOP for all State Departments and all Counties • State of Oregon - COOP/COG for 23 State Agencies and all Counties • State of Rhode Island - COOP/COG for all State Departments • State of South Dakota – COOP/COG for all State Departments • State of Vermont – COOP/COG and exercises for all State Departments • State of Wyoming – COOP/COG/EOP and exercises for all State Departments and all Counties County Level Government Clients • Ventura County, CA – County wide COOP implementation and training for 51 departments including public health • Stanislaus County, CA – County wide COOP implementation and training for 46 departments • Monterey County, CA – County wide COOP implementation and training for 43 departments in including public health • Atlanta-Fulton County – COOP/LEOP implementation and training for certain departments including Atlanta Fulton County Emergency Management Agency • Dekalb County, Georgia – COOP/LEOP/HSEEP exercises and training for all county agencies • Maricopa County/Phoenix, Arizona – COOP/EOP implementation and quarterly training for all city and county agencies City Level Government Clients • City of Atlanta Department of Watershed Management – City COOP implementation/training • City of Chicago, Illinois – COOP/HSEEP exercises, and training for all City Departments • City of Colorado Springs, Colorado – COOP/ HSEEP exercises and training for all City Departments • City of Palo Alto, California – COOP/LEOP implementation and training for all City Departments • Orange County Sanitation District – COOP/EOP implementation for all OCSD departments • Town of Groton, Connecticut - COOP implementation for all Town Departments • City of Rochester, Minnesota – COOP/EOP/HSEEP exercises and training for all Departments • City of Flagstaff, Arizona – COOP county wide implementation and training Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 5 COOP/COG References Maricopa County Emergency Management Client since November 2015 5630 E. McDowell Road; Phoenix, AZ 85008 Contact Name: Marisa Von Holten Contact Position: Emergency Management Coordinator Telephone Number: 602-273-1411 Email: marisa.vonholten@maricopa.gov Recent Services Provided: COOP/COG/EOP development and maintenance for all county departments Judicial Council of California Client since November 2006 455 Golden Gate Ave, San Francisco, CA 94192 Contact Name: Ed Ellestad Telephone Number: 415.865.4538 Contact Position: Head of Security Telephone Number: 415.865.4538 Email: edward.ellestad@jud.ca.gov Recent Services Provided: COOP/COG/Security Plans/Emergency Plans for 67 county, appellate and supreme courts in California. This also includes 532 plans within these courts. Atlanta-Fulton County Client since March 2017 130 Peachtree Street SW, Suite G157; Atlanta, GA 30303 Contact Name: Matthew Kallmyer Contact Position: Emergency Management Director Telephone: 404.612.5660 Email: matthew.kallmyer@afcema.com Recent Services Provided: BOLDplanning has worked with Atlanta Fulton County Emergency Management Agency since 2017 in support of COOP/COG/LEOP development and maintenance for all county departments. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 6 3. Key Positions (Please see resumes in Appendix A Page 14) Principal in Charge: Fulton Wold, PCP, CBCP Fulton Wold, PCP, CBCP A passion for preparedness and the desire to exceed every customer’s expectations—these are what drive BOLDplanning founder Fulton Wold as he directs the company’s emergency, continuity, and mitigation planning efforts. His career in emergency planning spans over 20 years, and the highlights along the way are many. Among them, he successfully managed several high visibility planning projects, including the California Environmental Protection Agency, the State of Kansas, the State of Tennessee, and the State of Arkansas. He also led localized planning efforts in the City of Rochester, Minnesota; Chaves County, New Mexico; and Collier County, Florida, to name a few. Mr. Wold is credited as the facilitator of the nation’s first FEMA-approved, online natural disaster mitigation plan for the State of Oklahoma in 2010. This plan was also one of the first in the nation to receive an “Enhanced” rating by the Federal agency. Mr. Wold has become a well-respected authority, or Subject Matter Expert (SME), who often speaks during industry events, such as the National Hurricane Conference. Most recently, he addressed attendees of the 2018 Best Practices in Higher Education Emergency Management Conference on “Preparing the Educators of Today for the Hazards of Tomorrow.” Mr. Wold received accreditation through Disaster Recovery Institute International (DRII) and maintains his status as a Professional Continuity Practitioner (PCP) and Certified Business Continuity Professional (CBCP). He is a graduate of the Emergency Management Accreditation Program (EMAP), as well as the Integrated Emergency Management Course, Consequences of Terrorism Workshop. He also serves as a member of the Natural Hazard Mitigation Association (NHMA); the Arkansas Governor’s Earthquake Advisory Council; and numerous State Emergency Management Associations. Mr. Wold earned a B.A. in Business Administration from the University of Mississippi. Given Mr. Wold’s education and real-world experience, he certainly understands and appreciates all that is involved in complex planning initiatives. This includes training and exercise activities that follow the guiding principles of the Homeland Security Exercise and Evaluation Program (HSEEP). Mr. Wold routinely joins other BOLDplanning representatives in the field as they facilitate Continuity and Operations Plans workshops for clients. Additionally, he often participates in public stakeholder and thought leadership meetings. Serving as Principal in Charge for the Town of Fountain Hills COOP/COG project, Mr. Wold will oversee the entire planning effort, proactively engaging the BOLDplanning team, plan stakeholders and others; offering guidance and expertise as needed; and keeping his hand on the pulse of the project at all times. He will allocate the necessary company resources (staff, platform development, etc.) to verify deliverables are completed on time and within budget. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 7 Lead Planner: Matt Eyer, CBCP, PMP Matt Eyer, highly credentialed with more than 15 years of experience in the Emergency Management industry, has established himself as one of the best continuity planners in the country. Among his numerous accomplishments, he has structured complex Continuity of Operations Plans (COOPs), Emergency Operations Plans (EOPs) and Hazard Mitigation Plans (HMPs) for many high-profile jurisdictions in multiple states. Among them are the State of Kansas; the State of Arizona Department of Transportation; Oregon Metro; the State of Wyoming; the City of Palo Alto, California; and Ramsey and Washington Counties, Minnesota; to name a few. Most recently, Mr. Eyer managed COOP planning projects for BOLDplanning clients: Virginia Department of Transportation (VDOT); Rogers University; and Texas Tech University; as well as an HMP update for the State of Arkansas. He also supported exercises for the New York Finance and Housing Authority. Additionally, Mr. Eyer has developed a variety of response plans. These range from a Mortuary Surge Plan for Maricopa County, Arizona, to a Biological Detection System Anthrax Response Plan for Santa Clara County, California, to Food Security Vulnerability Assessments for the Air Force Institute of Operational Health. He has also been deployed as a project manager to numerous disaster sites, including Hurricane Katrina in 2005, and the State of Florida during the 2002 and 2003 hurricane seasons. As a Project Manager for BOLDplanning since 2007, Mr. Eyer directly manages large planning efforts nationwide to ensure state and federal compliance across the company’s growing client base. His duties include resource allocation, risk assessment and technical writing, among other mission-critical plan development activities. Accordingly, Mr. Eyer possesses an extensive technical authorship portfolio and expertise integrating diverse data sets and risk assessments into a wide variety of plans. Mr. Eyer is a Certified Business Continuity Professional (CBCP) through Disaster Recovery Institute International (DRII) and a Project Management Professional (PMP) through the Project Management Institute (PMI). He received FEMA Professional Development Accreditation through the Emergency Management Institute (EMI), and is certified in Homeland Security by the American Board for Certification in Homeland Security. Mr. Eyer holds a B.S. in Environmental Science from Virginia Tech. Specific duties will include the management and oversight of on-site meetings and training sessions, and scheduling and administration. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 8 Project Manager: James Woulfe, PCP, CBCP, CHEP, CHPCP James Woulfe is an insightful, well-credentialed Emergency Management professional specializing in emergency and continuity planning. Before joining BOLDplanning to lead its healthcare emergency planning practice in 2016, he spent ten years in Public Health Emergency Preparedness with Tennessee’s Metro Nashville Public Health Department (MPHD) and Jackson-Madison County Regional Health Department (JMCRHD). At MPHD he was responsible for coordinating the City’s Readiness Initiative (CRI), the metro area's localized response to a bioterrorism or pandemic event. Mr. Woulfe's involvement in emergency management spans multiple project areas including: Continuity Plans development; Emergency Operations Plans (EOP) development; Business Continuity Plan (BCP) development; and training, exercise development and delivery. As a key member of the BOLDplanning team, Mr. Woulfe has completed numerous COOP and EOP projects in the role of Project Manager. These include national efforts with a Hospice & Palliative Care organization; statewide projects with Departments of Public Health and Primary Care Associations; regional efforts with Healthcare Coalitions and Homeland Security Regions; and local efforts with multiple city/county jurisdictions. As such, he brings real-world experience and expert knowledge to the planning “table” each and every time. Most recently, Mr. Woulfe worked with BOLDplanning clients, Central Florida Disaster Medical Coalition; City of Cape Coral, Florida; City and County of Durham, NC; Yamhill County, Oregon; and Prince George’s County, Maryland; Commonwealth of Pennsylvania; helping them exceed their emergency and continuity planning goals. Mr. Woulfe earned a B.A. in Natural Sciences and Mathematics from Thomas Edison State College. He is also a veteran of the U.S. Coast Guard, where he served as a Petty Officer 2nd Class on active duty from 2002 to 2006, and as a reservist from 2006 to 2010. He became active in Emergency Management while on assignment in New Orleans during the 2004-2005 hurricane seasons. Mr. Woulfe holds active certifications as a FEMA Professional Continuity Practitioner (PCP), Healthcare Emergency Professional (CHEP), Certified Business Continuity Professional (CBCP), Certified Healthcare Provider Continuity Professional (CHPCP), and Homeland Security Exercise and Evaluation Program (HSEEP) Manager. Specific duties will include the oversight of the project, supporting scheduling and administration to ensure on time service delivery. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 9 Client Liaison: Karla O’Grady, Regional Director, PCP Karla O’Grady. Leveraging over 20 years of experience in client relations and project management implementations, Ms. Karla O’Grady joined BOLDplanning as its Customer Success Manager in 2017. In this role, she quickly and earnestly moved forward with co-designing and implementing the company’s new Customer Success Program. Its primary goals were (and continue to be) to elevate company-client communications, orchestrate planning and training activities, and ensure every BOLDplanning customer reaches their preparedness and compliance goals. While simultaneously engaging hundreds of public and private sector clients and learning more about the importance (and concepts) of preparedness planning, Ms. O’Grady made the decision to obtain her certification as a Professional Continuity Practitioner, or PCP. Proudly, she earned her Level 1 certification in June 2019. She plans to continue her professional development as she gains additional work experience in the months ahead. Today, as Regional Director, Business Development, for BOLDplanning, Ms. O’Grady consistently applies her working knowledge by contributing to the preparation and maintenance of Continuity of Operations (COOP) and Emergency Operations (EOP) and supporting various Hazard Mitigation Planning projects. She also participates in planning workshops, stakeholder meetings, and tabletop exercises that are compliant with the Homeland Security Exercise and Evaluation Program (HSEEP). Before joining the BOLDplanning team, Ms. O’Grady worked in Client Services and Project Implementations for Coyote Analytics. There, she exceled at maintaining client relationships to ensure project success and client satisfaction. Prior to her employment with Coyote Analytics, Ms. O’Grady served as Consultant/Sales Associate for United Waste Solutions, where she was responsible for a wide range of customer care duties. Ms. O’Grady holds a B.A. in Education and Psychology from Metropolitan State University in Denver, Colorado. Ms. O’Grady will be responsible for serving as the client liaison for this project and for ongoing needs. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 10 4. Project Approach BOLDplanning’s Proven COOP/COG Project Phases BOLDplanning will provide Town of Fountain Hills with the necessary processes and resources to implement a comprehensive approach for strong organizational planning. The MaricopaRegionPrepares.com site is the centerpiece of the methodology; however, there are many other elements of successful project management: • Schedules, phases and project plans • Solicitation of support from executive management • On-site training/team meeting facilitation (can be supplemented with BOLDplanning REMOTE) • On-line and printed documentation for all phases of the project • Subject matter expertise and technical assistance • Plan reviews and gap analysis • Testing and exercising • Plan finalization and approval by executive management • Ongoing maintenance and enhancement Our proven, detailed methodology has been field-tested over and over, and is flexible for working with organizations at all stages and levels of planning. We will assist the Town of Fountain Hills with our lessons learned and best practices so planning can begin immediately without re-inventing the wheel. Phase 1: Project Initiation and Preparation BOLDplanning will schedule and facilitate an online COOP Initiation Meeting with the Town of Fountain Hills project management team. During this meeting, standard system functionality will be reviewed and compared against all applicable compliance requirements. All appropriate stakeholders and staff will be encouraged to attend this COOP/COG Initiation Meeting. BOLDplanning will also schedule individual interviews with stakeholders as needed. If additional stakeholder meetings are required, BOLDplanning will facilitate these to ensure a successful project outcome. Phase 2: Plan Development Workshop BOLDplanning will schedule and conduct a full-day COOP/COG Plan Development Workshop for the participating planners. At the conclusion of this workshop, planners will have draft plans under development and clear instructions for future data collection efforts. An organized rollout will be initiated for all the participating departments and divisions. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 11 The following deliverables will be part of this phase: 1. Distribution of access credentials to each of the participating planners 2. Overview of continuity planning and the MaricopaRegionPrepares.com platform 3. Review of all existing data transferred into the platform 4. Significant time for actual plan development as planners enter data into the planning platform 5. Instructions for additional data input, planning team meetings and an estimated schedule for plan(s) completion Phase 3: Mid-Term Workshop BOLDplanning will schedule and conduct a one (1) day Mid-Term Workshop. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective business units. At the conclusion of these workshops, planners will have completed COOP elements and clear action items for plan finalization. The workshop will focus strongly on collecting the following data elements: • Essential functions and interdependencies to staff and vital records • Succession planning and delegation of authority • Alternate facility options with resource requirements • Procedures and policies for COOP activation, deployment and implementation • Hazard Identification and ranking Phase 4: Plan Reviews BOLDplanning will complete plan reviews of up to five plans (more can be added if new plans are created). Each section of the departmental plans will be reviewed by a subject matter expert. Using the online review tool within the system, the plans will be analyzed, and each section will receive a Red/Yellow/Green status level along with comments for improvement. The review levels and comments will be immediately available for planners via the online platform. The following deliverables will be part of this phase: 1. Review of existing data for all planning elements 2. Delivery of a Red/Yellow/Green status level for each COOP element 3. Gap analysis and comments for plan improvement 4. Instructions for additional data input as required for plan completion Phase 5: COG Master Plan Finalization and One-on-ones BOLDplanning will schedule and conduct one (1) day of a Plan Finalization Workshop. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective departmental COOP plans. At the conclusion of these workshops, planners will have Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 12 completed all COOP/COG elements and have clear action items for plan finalization. Brief individual one- one-one sessions will be conducted as needed to finalize plans. The following deliverables will be part of this phase: 1. Delivery of gap analysis documentation for each departmental plan 2. Delivery of specific instructions for plan completion 3. Consulting services to complete all plan update requirements 4. Significant time for actual COOP/COG plan final updates Phase 6: Plan Maintenance Following the project period, and for as long as an active contract exists with Maricopa County, the departments and their planners will continue to receive the following services: 1. SaaS/Cloud infrastructure with all hosting, maintenance, upgrades, hot-site redundancy, and data backups 2. Real-time plan access through the internet 3. Telephone and internet technical support and customer service 4. Project manager training via telephone and webinar All planners will receive the following resources to assist with plan development and maintenance for their departments: • MaricopaRegionPrepares.com – This is an excellent training resource by itself. This platform details every element of a COOP, asking for specific data for each plan element. The plan reports provide a wealth of information that assists planners, managers and staff with making good decisions during times of disruption. • On-line Helper Tips – Embedded throughout the system, there are detailed helper tips that explain COOP concepts and provide instructions for data entry. • Help Files Library – In the File Archive section of each plan there is a Continuity Plan User Guide as well as a library of training webinars covering all the major elements of the plan for planners to use at their convenience. • Webinar Training – BOLDplanning offers free webinar trainings on the first Wednesday of each month, one for planners and another session for project managers. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 13 Project Management Approach Situation Reports Throughout our comprehensive process, BOLDplanning will apply professional administrative, editorial, financial, and quality control practices developed over 16 years of managing similar projects. Additionally, all team members will participate in monthly Situation Report (SitRep) meetings with Town of Fountain Hills stakeholders. The SitRep meetings provide checkpoints and updates on a monthly basis throughout the project. Example of a BOLDplanning SitRep Report Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 14 5. Timeline Timeline The following timeline is proposed for completion of this project based on BOLDplanning’s recommended project phases. While these targets completion timeframes will serve as a guide, actual dates are contingent on the Town’s availability and participation during each phase of the work. Timeframes may be adjusted accordingly. Project Phase: Target Date for Completion Completion Timeframe Contract Award Date 12/14/21 - Notice to Proceed Date 01/03/22 - Phase 1: Project Initiation and Preparation By 01/10/22 Days 1-7 Phase 2: Plan Development Workshop By 01/24/22 Days 8-21 Phase 3: Mid-Term Workshop By 02/23/22 Days 22 - 51 Phase 4: Plan Reviews By 03/09/22 Days 52 - 65 Phase 5: Plan Finalization Workshop By 04/08/22 Days 66 - 95 Phase 6: Plan Maintenance Ongoing Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 15 Appendix A: Project Personnel Resumes Fulton Wold, PCP, CBCP fulton@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Arkansas Governor’s Earthquake Advisory Board Member – Appointed Member Professional Continuity Practitioner (PCP) - FEMA Certified Business Continuity Professional (CBCP) – Disaster Recovery Institute Emergency Management Accreditation Program (EMAP) – Assessor Workshop Graduate Emergency Operations Planning (EOP) Certified Trainer – Certified EOPPlanner.com Trainer University of Mississippi – Bachelor of Science in Business Administration Emergency Management Planning Experience State Level Experience State of Tennessee – Hazard Mitigation Plan Update • Served as the project manager for Tennessee’s latest state mitigation plan update in 2013 • Incorporated risk assessment documentation from over 20 agencies across the State of Tennessee • Completed mitigation plan and received FEMA approval following an aggressive time frame State of Arkansas – Hazard Mitigation Plan Update • Facilitated new vulnerability analysis methodology at a local, state and regional level for entire 2010 State of Arkansas Mitigation Plan update • Incorporated man-made and technological hazards into the risk assessment of the mitigation plan update State of Kansas – Hazard Mitigation Plan Update • Acted as the Emergency Management Accreditation Program (EMAP) liaison throughout the State of Kansas Mitigation Plan update process • Facilitated mitigation planning meetings that included plan input from private sector industry leaders as well as the Kansas National Guard Local Level Experience Anderson County, TN – Multi-Jurisdictional Hazard Mitigation Plan Update • Lead mitigation planner for Anderson County’s latest Hazard Mitigation Plan • Planned and led mitigation planning meetings to facilitate the plan development process Arkansas State University – Beebe, AR – Hazard Mitigation Plan • Served as Project Manager for the Arkansas State University initial mitigation planning process • Arkansas State University Plan was FEMA approved using the latest “Review Tool” requirements Chaves County, NM – Multi-Jurisdictional Hazard Mitigation Plan Update • Lead mitigation planner for Chaves County’s latest Hazard Mitigation Plans • Plan was FEMA approved over 30-day review process Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 16 Matthew Eyer, PMP, CHS-V, CBCP matt@BOLDplanning.com | Office: 303.552.1181 Education & Credentials Project Management Professional – Project Management Institute Certified in Homeland Security V – American Board for Certification in Homeland Security Federal Emergency Management Agency Professional Development Certification – FEMA Certified Business Continuity Professional (CBCP) – Disaster Recovery Institute Virginia Tech – Bachelor of Science in Environmental Science, Minor in Chemistry Emergency Management Planning Experience State Level Experience State of Arkansas – Hazard Mitigation Plan Update • Lead facilitator and writer for Hazard Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders State of Kansas – Hazard Mitigation Plan Update • Facilitated mitigation planning meetings that included input from numerous state and local stakeholders • Facilitated state and local level contact to ensure all stakeholders input was incorporated State of Kansas – Regional Plan Consolidation and Update • Lead Facilitator and Writer in the State of Kansas Mitigation Plan Consolidation and Update process • Leads entire planning process across multiple county and municipal agencies and other stakeholders in all regions of Kansas • Attends numerous FEMA trainings relating to new guidelines and expectations • Consolidating individual county mitigation plans into regional plans with an eye towards providing tremendous savings to both the state and local jurisdictions Local Level Experience Sierra County – Hazard Mitigation Plan Update • Lead Facilitator and writer for Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders • Consolidating individual county mitigation plans into regional plans with an eye towards providing tremendous savings to both the state and local jurisdictions Mescalero Apache Tribe – Hazard Mitigation Plan Update • Lead Facilitator and writer for Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 17 James Woulfe, CBCP, CHEP, CHPCP, PCP (Lvl 1) james@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Certified Business Continuity Professional – Disaster Recovery Institute International (DRII) Certified Healthcare Emergency Professional – IBCSM Certified Healthcare Provider Continuity Professional – Disaster Recovery Institute International Certified Professional Continuity Practitioner (Lvl 1) – FEMA Certified Homeland Security Exercise and Evaluation Program (HSEEP) Manager – FEMA Completion of Professional Development Series – Emergency Management Institute and Incident Command System Courses (100, 200, 300, 400, 700, 800) – FEMA B.A., Natural Sciences and Mathematics – Thomas Edison State College Petty Officer 2nd Class (ET2 and MST2) – U. S. Coast Guard Emergency Management / Preparedness Planning Experience State-Level Experience Commonwealth of Pennsylvania • Review and support preparedness planning processes for all state agencies under the Governor’s jurisdiction, including independents, as well as boards and commissions • Prepare and deliver planning workshop curriculum, offering best practices and subject matter expertise to all departments State of Wyoming • Support planning efforts across multiple county and municipal agencies throughout the State • Provide guidance and recommendations for consolidating multiple plans into one overarching continuity plan Local-Level Experience Yamhill County, Oregon • Support training initiative for county-wide emergency preparedness program • Conduct planning workshops for key plan stakeholders, including public health, law enforcement, and emergency management City of Durham, North Carolina • Serve as Project Lead, successfully guiding the client through the plan development process • Facilitate multiple workshops for all City departments, including Emergency Operations, IT, the Sheriff’s Office, and the Department of Water Management Ramsey County, Minnesota • Provide oversight/guidance for plan adoption and improvements • Conduct county-wide tabletop exercise focused on communications and relocation capabilities during a disruption University of Central Oklahoma • Support development, coordination, implementation, and facilitation of plan(s) • Conduct multiple workshops through all plan reviews and finalization for each department San Joaquin General Hospital, Stockton, California • Guide the acute care facility through all phases of the “all-hazards” planning process • Facilitate workshops and conduct plan reviews for a quantitative and qualitative assessment of all departmental plans for emergency preparedness Tribal-Level Experience Paskenta Band of Nomlaki Indians, Corning, California • Provide final review and recommendations prior to submitting plan to FEMA for approval Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 18 Karla O’Grady, PCP (Level 1) karla@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Professional Continuity Practitioner (PCP), Level 1 – Federal Emergency Management Agency (FEMA), Continuity Excellence Series (CES) Completion of Professional Development Series – Emergency Management Institute (EMI) and Incident Command System (ICS) Courses – IS-100 Incident Command System (ICS), IS-700 National Incident Management System (NIMS), ICS-Single Resources-Initial Action Incident, IS-800 National Response Framework (NRF), 547a-Intro to COOP, and 242b-Effective Communication – FEMA B.A., Education and Psychology – Metropolitan State University (Denver) Golden Key Honor Society – Member Colorado Business Leadership – Member Emergency Management / Preparedness Planning Experience Possessing over 20 years of experience in client relations and project management implementations, and now honing her skills as a Professional Continuity Practitioner (PCP), Karla O’Grady is a savvy businesswoman who is keenly focused on understanding, and just as importantly, solving customer needs. Since joining BOLDplanning in 2018, she has established a strong rapport with hundreds of public and private sector clients nationwide, contributing to the development and/or maintenance of their Continuity of Operations (COOP) and Emergency Operations (EOP) plans, and supporting their Hazard Mitigation planning efforts. Professional Experience BOLDplanning Inc., Regional Director, Business Development 2018 to Present • Co-design, implement, and maintain the quality of Customer Success Program • Contribute to the statewide promotion and successful execution of free COOP workshops held in Jefferson County, Colorado • Co-facilitate COOP workshops for the Commonwealth of Pennsylvania and the Pennsylvania State Senate, as well as Maricopa, Arizona, and Ramsey County, Minnesota • Co-facilitate EOP workshop in Washington County, Minnesota • Create and facilitate COOP User’s Groups in Colorado, Minnesota, and Oregon • Co-facilitate HSEEP-guided tabletop exercise in Marion County, Oregon • Participate in Hazard Mitigation Planning kick-off meeting in Cobb County, Georgia • Review/grade COOP and EOP plans, lending to plan improvements and better preparedness Coyote Analytics, Client Services and Project Implementations 2015 to 2018 • Lead project kickoffs and discovery meetings during the onboarding process for new clients, and assess needs and requirements during implementations • Troubleshoot software issues and improve reporting processes both internally with team members and externally with clients United Waste Solutions, Consultant/Sales Associate 2009 to 2014 • Interface with clients regularly to cross-sell and improve their monthly utility expenses • Negotiate, review, and prepare client/vendor agreements for optimal benefits of recyclables Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 19 Vendor Questionnaire Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 20 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 21 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 22 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 23 A Division of Agility Recovery Town of Fountain Hills, AZ Continuity of Government Operations Proposal #2022-008 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 1 Contents 1. General Information ......................................................................................................................... 3 BOLDplanning Background ...............................................................................................................................3 Organization .......................................................................................................................................................3 2. Experience and Qualifications ........................................................................................................ 4 Recent BOLDplanning COOP/COG Clients .......................................................................................................4 State-Level Government Clients .........................................................................................................................4 County Level Government Clients ......................................................................................................................4 City Level Government Clients ...........................................................................................................................4 COOP/COG References.....................................................................................................................................5 3. Key Positions (Please see resumes in Appendix A Page 14) ....................................................... 6 Principal in Charge: Fulton Wold, PCP, CBCP...................................................................................................6 Lead Planner: Matt Eyer, CBCP, PMP ...............................................................................................................7 Project Manager: James Woulfe, PCP, CBCP, CHEP, CHPCP ........................................................................8 Client Liaison: Karla O’Grady, Regional Director, PCP ......................................................................................9 4. Project Approach ........................................................................................................................... 10 BOLDplanning’s Proven COOP/COG Project Phases .................................................................................... 10 Phase 1: Project Initiation and Preparation ..................................................................................................... 10 Phase 2: Plan Development Workshop ........................................................................................................... 10 Phase 3: Mid-Term Workshop ......................................................................................................................... 11 Phase 4: Plan Reviews .................................................................................................................................... 11 Phase 5: COG Master Plan Finalization and One-on-ones ............................................................................. 11 Phase 6: Plan Maintenance ............................................................................................................................. 12 Project Management Approach ....................................................................................................................... 13 Situation Reports ............................................................................................................................................. 13 5. Timeline .......................................................................................................................................... 14 Timeline ........................................................................................................................................................... 14 Appendix A: Project Personnel Resumes ........................................................................................ 15 Vendor Questionnaire ....................................................................................................................... 19 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 2 November 8, 2021 Rob Durham Procurement Administrator 16705 E. Avenue of the Fountains Fountain Hills, AZ 85268 Dear Mr. Durham: BOLDplanning Inc. is pleased to submit the following proposal for the Town of Fountain Hills Continuity of Government (COG) plan development project. BOLDplanning Inc. has served the preparedness planning needs of state and local governments for more than 16 years. Since the inception of the company, we have helped clients create more than 10,000 continuity, emergency response and hazard mitigation plans. As the planning partner behind MaricopaRegionPrepares.com, we believe no other vendor can provide the COOP/COG subject matter expertise and system knowledge that BOLDplanning offers. Our consulting process is designed to match MaricopaRegionPrepares.com directly, making the plan building process more efficient and more effective. In the proposal document that follows, you will find: • A proposal that exceeds the requirements of RFP#:2022-08 • A highly qualified, experienced team of consultants and subject-matter experts who have worked all across the U.S. and extensively within Maricopa County • A company offering full-service emergency management capabilities, with Continuity of Operations (COOP) and Continuity of Government (COG) as a core strength • Unmatched expertise in the currently deployed BOLDplanning.com Platform COOP Module This proposal is valid for 90 days from the proposal submission deadline. We are confident in our ability to exceed expectations and would welcome an opportunity to serve the Town of Fountain Hills in this important project. Best regards, Lorin Bristow Vice President, Government Markets BOLDplanning – A Division of Agility Recovery Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 3 1. General Information BOLDplanning Background Sixteen years ago, BOLDplanning pioneered an approach to emergency and continuity plans that combined the use of proprietary technology with expert consulting. Now, over 10,000 plans have been produced and even more important, BOLDplanning maintains a 95% annual customer retention rate. BOLDplanning brings a team of highly experienced, certified and knowledgeable professionals to every project. These team members have an intimate understanding of continuity planning including industry best practices. The BOLDplanning.com Platform provides a streamlined approach to making the jobs of emergency managers and planners simpler. The BOLDplanning.com Platform facilitates input from diverse stakeholders, monitors plan development progress, manages the dynamic nature of emergency plan documents throughout their lifecycle, and assures compliance with local, state, and federal guidance. Organization BOLDplanning employs 14 full-time employees, along with other carefully selected and highly engaged contractors as project managers, subject-matter-experts, technology experts and other support roles. Due to its strong reputation and deep experience in state and local government planning, BOLDplanning was acquired by Agility Recovery in October 2021. BOLDplanning is considered a wholly owned subsidiary: BOLDplanning Inc. 480 Duke Drive, Suite 130 Franklin, TN 37067 615.469.5558 Agility Recovery HQ 1225 17th St., Suite 2000 Denver, CO 80202 866.364.9696 BOLDplanning EIN/FEIN #: 20-4278504 BOLDplanning DUNS #: 80-061-5796 Terminated (For Cause) Customer Contracts in Last 5 Years: None Customer Litigation or Arbitration in Last 5 years: None Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 4 2. Experience and Qualifications Recent BOLDplanning COOP/COG Clients State-Level Government Clients • Commonwealth of Pennsylvania – COOP/COG implementation, training and exercises for all State Agencies and Departments • State of California Judiciary Council– COOP/COG implementation and training for the Supreme Court and all Appellate and Superior Courts • State of Kansas – COOP/COG/EOP for all State Departments and all Counties • State of Nebraska – COOP/COG/LEOP for all State Departments and all Counties • State of Oregon - COOP/COG for 23 State Agencies and all Counties • State of Rhode Island - COOP/COG for all State Departments • State of South Dakota – COOP/COG for all State Departments • State of Vermont – COOP/COG and exercises for all State Departments • State of Wyoming – COOP/COG/EOP and exercises for all State Departments and all Counties County Level Government Clients • Ventura County, CA – County wide COOP implementation and training for 51 departments including public health • Stanislaus County, CA – County wide COOP implementation and training for 46 departments • Monterey County, CA – County wide COOP implementation and training for 43 departments in including public health • Atlanta-Fulton County – COOP/LEOP implementation and training for certain departments including Atlanta Fulton County Emergency Management Agency • Dekalb County, Georgia – COOP/LEOP/HSEEP exercises and training for all county agencies • Maricopa County/Phoenix, Arizona – COOP/EOP implementation and quarterly training for all city and county agencies City Level Government Clients • City of Atlanta Department of Watershed Management – City COOP implementation/training • City of Chicago, Illinois – COOP/HSEEP exercises, and training for all City Departments • City of Colorado Springs, Colorado – COOP/ HSEEP exercises and training for all City Departments • City of Palo Alto, California – COOP/LEOP implementation and training for all City Departments • Orange County Sanitation District – COOP/EOP implementation for all OCSD departments • Town of Groton, Connecticut - COOP implementation for all Town Departments • City of Rochester, Minnesota – COOP/EOP/HSEEP exercises and training for all Departments • City of Flagstaff, Arizona – COOP county wide implementation and training Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 5 COOP/COG References Maricopa County Emergency Management Client since November 2015 5630 E. McDowell Road; Phoenix, AZ 85008 Contact Name: Marisa Von Holten Contact Position: Emergency Management Coordinator Telephone Number: 602-273-1411 Email: marisa.vonholten@maricopa.gov Recent Services Provided: COOP/COG/EOP development and maintenance for all county departments Judicial Council of California Client since November 2006 455 Golden Gate Ave, San Francisco, CA 94192 Contact Name: Ed Ellestad Telephone Number: 415.865.4538 Contact Position: Head of Security Telephone Number: 415.865.4538 Email: edward.ellestad@jud.ca.gov Recent Services Provided: COOP/COG/Security Plans/Emergency Plans for 67 county, appellate and supreme courts in California. This also includes 532 plans within these courts. Atlanta-Fulton County Client since March 2017 130 Peachtree Street SW, Suite G157; Atlanta, GA 30303 Contact Name: Matthew Kallmyer Contact Position: Emergency Management Director Telephone: 404.612.5660 Email: matthew.kallmyer@afcema.com Recent Services Provided: BOLDplanning has worked with Atlanta Fulton County Emergency Management Agency since 2017 in support of COOP/COG/LEOP development and maintenance for all county departments. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 6 3. Key Positions (Please see resumes in Appendix A Page 14) Principal in Charge: Fulton Wold, PCP, CBCP Fulton Wold, PCP, CBCP A passion for preparedness and the desire to exceed every customer’s expectations—these are what drive BOLDplanning founder Fulton Wold as he directs the company’s emergency, continuity, and mitigation planning efforts. His career in emergency planning spans over 20 years, and the highlights along the way are many. Among them, he successfully managed several high visibility planning projects, including the California Environmental Protection Agency, the State of Kansas, the State of Tennessee, and the State of Arkansas. He also led localized planning efforts in the City of Rochester, Minnesota; Chaves County, New Mexico; and Collier County, Florida, to name a few. Mr. Wold is credited as the facilitator of the nation’s first FEMA-approved, online natural disaster mitigation plan for the State of Oklahoma in 2010. This plan was also one of the first in the nation to receive an “Enhanced” rating by the Federal agency. Mr. Wold has become a well-respected authority, or Subject Matter Expert (SME), who often speaks during industry events, such as the National Hurricane Conference. Most recently, he addressed attendees of the 2018 Best Practices in Higher Education Emergency Management Conference on “Preparing the Educators of Today for the Hazards of Tomorrow.” Mr. Wold received accreditation through Disaster Recovery Institute International (DRII) and maintains his status as a Professional Continuity Practitioner (PCP) and Certified Business Continuity Professional (CBCP). He is a graduate of the Emergency Management Accreditation Program (EMAP), as well as the Integrated Emergency Management Course, Consequences of Terrorism Workshop. He also serves as a member of the Natural Hazard Mitigation Association (NHMA); the Arkansas Governor’s Earthquake Advisory Council; and numerous State Emergency Management Associations. Mr. Wold earned a B.A. in Business Administration from the University of Mississippi. Given Mr. Wold’s education and real-world experience, he certainly understands and appreciates all that is involved in complex planning initiatives. This includes training and exercise activities that follow the guiding principles of the Homeland Security Exercise and Evaluation Program (HSEEP). Mr. Wold routinely joins other BOLDplanning representatives in the field as they facilitate Continuity and Operations Plans workshops for clients. Additionally, he often participates in public stakeholder and thought leadership meetings. Serving as Principal in Charge for the Town of Fountain Hills COOP/COG project, Mr. Wold will oversee the entire planning effort, proactively engaging the BOLDplanning team, plan stakeholders and others; offering guidance and expertise as needed; and keeping his hand on the pulse of the project at all times. He will allocate the necessary company resources (staff, platform development, etc.) to verify deliverables are completed on time and within budget. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 7 Lead Planner: Matt Eyer, CBCP, PMP Matt Eyer, highly credentialed with more than 15 years of experience in the Emergency Management industry, has established himself as one of the best continuity planners in the country. Among his numerous accomplishments, he has structured complex Continuity of Operations Plans (COOPs), Emergency Operations Plans (EOPs) and Hazard Mitigation Plans (HMPs) for many high-profile jurisdictions in multiple states. Among them are the State of Kansas; the State of Arizona Department of Transportation; Oregon Metro; the State of Wyoming; the City of Palo Alto, California; and Ramsey and Washington Counties, Minnesota; to name a few. Most recently, Mr. Eyer managed COOP planning projects for BOLDplanning clients: Virginia Department of Transportation (VDOT); Rogers University; and Texas Tech University; as well as an HMP update for the State of Arkansas. He also supported exercises for the New York Finance and Housing Authority. Additionally, Mr. Eyer has developed a variety of response plans. These range from a Mortuary Surge Plan for Maricopa County, Arizona, to a Biological Detection System Anthrax Response Plan for Santa Clara County, California, to Food Security Vulnerability Assessments for the Air Force Institute of Operational Health. He has also been deployed as a project manager to numerous disaster sites, including Hurricane Katrina in 2005, and the State of Florida during the 2002 and 2003 hurricane seasons. As a Project Manager for BOLDplanning since 2007, Mr. Eyer directly manages large planning efforts nationwide to ensure state and federal compliance across the company’s growing client base. His duties include resource allocation, risk assessment and technical writing, among other mission-critical plan development activities. Accordingly, Mr. Eyer possesses an extensive technical authorship portfolio and expertise integrating diverse data sets and risk assessments into a wide variety of plans. Mr. Eyer is a Certified Business Continuity Professional (CBCP) through Disaster Recovery Institute International (DRII) and a Project Management Professional (PMP) through the Project Management Institute (PMI). He received FEMA Professional Development Accreditation through the Emergency Management Institute (EMI), and is certified in Homeland Security by the American Board for Certification in Homeland Security. Mr. Eyer holds a B.S. in Environmental Science from Virginia Tech. Specific duties will include the management and oversight of on-site meetings and training sessions, and scheduling and administration. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 8 Project Manager: James Woulfe, PCP, CBCP, CHEP, CHPCP James Woulfe is an insightful, well-credentialed Emergency Management professional specializing in emergency and continuity planning. Before joining BOLDplanning to lead its healthcare emergency planning practice in 2016, he spent ten years in Public Health Emergency Preparedness with Tennessee’s Metro Nashville Public Health Department (MPHD) and Jackson-Madison County Regional Health Department (JMCRHD). At MPHD he was responsible for coordinating the City’s Readiness Initiative (CRI), the metro area's localized response to a bioterrorism or pandemic event. Mr. Woulfe's involvement in emergency management spans multiple project areas including: Continuity Plans development; Emergency Operations Plans (EOP) development; Business Continuity Plan (BCP) development; and training, exercise development and delivery. As a key member of the BOLDplanning team, Mr. Woulfe has completed numerous COOP and EOP projects in the role of Project Manager. These include national efforts with a Hospice & Palliative Care organization; statewide projects with Departments of Public Health and Primary Care Associations; regional efforts with Healthcare Coalitions and Homeland Security Regions; and local efforts with multiple city/county jurisdictions. As such, he brings real-world experience and expert knowledge to the planning “table” each and every time. Most recently, Mr. Woulfe worked with BOLDplanning clients, Central Florida Disaster Medical Coalition; City of Cape Coral, Florida; City and County of Durham, NC; Yamhill County, Oregon; and Prince George’s County, Maryland; Commonwealth of Pennsylvania; helping them exceed their emergency and continuity planning goals. Mr. Woulfe earned a B.A. in Natural Sciences and Mathematics from Thomas Edison State College. He is also a veteran of the U.S. Coast Guard, where he served as a Petty Officer 2nd Class on active duty from 2002 to 2006, and as a reservist from 2006 to 2010. He became active in Emergency Management while on assignment in New Orleans during the 2004-2005 hurricane seasons. Mr. Woulfe holds active certifications as a FEMA Professional Continuity Practitioner (PCP), Healthcare Emergency Professional (CHEP), Certified Business Continuity Professional (CBCP), Certified Healthcare Provider Continuity Professional (CHPCP), and Homeland Security Exercise and Evaluation Program (HSEEP) Manager. Specific duties will include the oversight of the project, supporting scheduling and administration to ensure on time service delivery. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 9 Client Liaison: Karla O’Grady, Regional Director, PCP Karla O’Grady. Leveraging over 20 years of experience in client relations and project management implementations, Ms. Karla O’Grady joined BOLDplanning as its Customer Success Manager in 2017. In this role, she quickly and earnestly moved forward with co-designing and implementing the company’s new Customer Success Program. Its primary goals were (and continue to be) to elevate company-client communications, orchestrate planning and training activities, and ensure every BOLDplanning customer reaches their preparedness and compliance goals. While simultaneously engaging hundreds of public and private sector clients and learning more about the importance (and concepts) of preparedness planning, Ms. O’Grady made the decision to obtain her certification as a Professional Continuity Practitioner, or PCP. Proudly, she earned her Level 1 certification in June 2019. She plans to continue her professional development as she gains additional work experience in the months ahead. Today, as Regional Director, Business Development, for BOLDplanning, Ms. O’Grady consistently applies her working knowledge by contributing to the preparation and maintenance of Continuity of Operations (COOP) and Emergency Operations (EOP) and supporting various Hazard Mitigation Planning projects. She also participates in planning workshops, stakeholder meetings, and tabletop exercises that are compliant with the Homeland Security Exercise and Evaluation Program (HSEEP). Before joining the BOLDplanning team, Ms. O’Grady worked in Client Services and Project Implementations for Coyote Analytics. There, she exceled at maintaining client relationships to ensure project success and client satisfaction. Prior to her employment with Coyote Analytics, Ms. O’Grady served as Consultant/Sales Associate for United Waste Solutions, where she was responsible for a wide range of customer care duties. Ms. O’Grady holds a B.A. in Education and Psychology from Metropolitan State University in Denver, Colorado. Ms. O’Grady will be responsible for serving as the client liaison for this project and for ongoing needs. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 10 4. Project Approach BOLDplanning’s Proven COOP/COG Project Phases BOLDplanning will provide Town of Fountain Hills with the necessary processes and resources to implement a comprehensive approach for strong organizational planning. The MaricopaRegionPrepares.com site is the centerpiece of the methodology; however, there are many other elements of successful project management: • Schedules, phases and project plans • Solicitation of support from executive management • On-site training/team meeting facilitation (can be supplemented with BOLDplanning REMOTE) • On-line and printed documentation for all phases of the project • Subject matter expertise and technical assistance • Plan reviews and gap analysis • Testing and exercising • Plan finalization and approval by executive management • Ongoing maintenance and enhancement Our proven, detailed methodology has been field-tested over and over, and is flexible for working with organizations at all stages and levels of planning. We will assist the Town of Fountain Hills with our lessons learned and best practices so planning can begin immediately without re-inventing the wheel. Phase 1: Project Initiation and Preparation BOLDplanning will schedule and facilitate an online COOP Initiation Meeting with the Town of Fountain Hills project management team. During this meeting, standard system functionality will be reviewed and compared against all applicable compliance requirements. All appropriate stakeholders and staff will be encouraged to attend this COOP/COG Initiation Meeting. BOLDplanning will also schedule individual interviews with stakeholders as needed. If additional stakeholder meetings are required, BOLDplanning will facilitate these to ensure a successful project outcome. Phase 2: Plan Development Workshop BOLDplanning will schedule and conduct a full-day COOP/COG Plan Development Workshop for the participating planners. At the conclusion of this workshop, planners will have draft plans under development and clear instructions for future data collection efforts. An organized rollout will be initiated for all the participating departments and divisions. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 11 The following deliverables will be part of this phase: 1. Distribution of access credentials to each of the participating planners 2. Overview of continuity planning and the MaricopaRegionPrepares.com platform 3. Review of all existing data transferred into the platform 4. Significant time for actual plan development as planners enter data into the planning platform 5. Instructions for additional data input, planning team meetings and an estimated schedule for plan(s) completion Phase 3: Mid-Term Workshop BOLDplanning will schedule and conduct a one (1) day Mid-Term Workshop. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective business units. At the conclusion of these workshops, planners will have completed COOP elements and clear action items for plan finalization. The workshop will focus strongly on collecting the following data elements: • Essential functions and interdependencies to staff and vital records • Succession planning and delegation of authority • Alternate facility options with resource requirements • Procedures and policies for COOP activation, deployment and implementation • Hazard Identification and ranking Phase 4: Plan Reviews BOLDplanning will complete plan reviews of up to five plans (more can be added if new plans are created). Each section of the departmental plans will be reviewed by a subject matter expert. Using the online review tool within the system, the plans will be analyzed, and each section will receive a Red/Yellow/Green status level along with comments for improvement. The review levels and comments will be immediately available for planners via the online platform. The following deliverables will be part of this phase: 1. Review of existing data for all planning elements 2. Delivery of a Red/Yellow/Green status level for each COOP element 3. Gap analysis and comments for plan improvement 4. Instructions for additional data input as required for plan completion Phase 5: COG Master Plan Finalization and One-on-ones BOLDplanning will schedule and conduct one (1) day of a Plan Finalization Workshop. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective departmental COOP plans. At the conclusion of these workshops, planners will have Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 12 completed all COOP/COG elements and have clear action items for plan finalization. Brief individual one- one-one sessions will be conducted as needed to finalize plans. The following deliverables will be part of this phase: 1. Delivery of gap analysis documentation for each departmental plan 2. Delivery of specific instructions for plan completion 3. Consulting services to complete all plan update requirements 4. Significant time for actual COOP/COG plan final updates Phase 6: Plan Maintenance Following the project period, and for as long as an active contract exists with Maricopa County, the departments and their planners will continue to receive the following services: 1. SaaS/Cloud infrastructure with all hosting, maintenance, upgrades, hot-site redundancy, and data backups 2. Real-time plan access through the internet 3. Telephone and internet technical support and customer service 4. Project manager training via telephone and webinar All planners will receive the following resources to assist with plan development and maintenance for their departments: • MaricopaRegionPrepares.com – This is an excellent training resource by itself. This platform details every element of a COOP, asking for specific data for each plan element. The plan reports provide a wealth of information that assists planners, managers and staff with making good decisions during times of disruption. • On-line Helper Tips – Embedded throughout the system, there are detailed helper tips that explain COOP concepts and provide instructions for data entry. • Help Files Library – In the File Archive section of each plan there is a Continuity Plan User Guide as well as a library of training webinars covering all the major elements of the plan for planners to use at their convenience. • Webinar Training – BOLDplanning offers free webinar trainings on the first Wednesday of each month, one for planners and another session for project managers. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 13 Project Management Approach Situation Reports Throughout our comprehensive process, BOLDplanning will apply professional administrative, editorial, financial, and quality control practices developed over 16 years of managing similar projects. Additionally, all team members will participate in monthly Situation Report (SitRep) meetings with Town of Fountain Hills stakeholders. The SitRep meetings provide checkpoints and updates on a monthly basis throughout the project. Example of a BOLDplanning SitRep Report Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 14 5. Timeline Timeline The following timeline is proposed for completion of this project based on BOLDplanning’s recommended project phases. While these targets completion timeframes will serve as a guide, actual dates are contingent on the Town’s availability and participation during each phase of the work. Timeframes may be adjusted accordingly. Project Phase: Target Date for Completion Completion Timeframe Contract Award Date 12/14/21 - Notice to Proceed Date 01/03/22 - Phase 1: Project Initiation and Preparation By 01/10/22 Days 1-7 Phase 2: Plan Development Workshop By 01/24/22 Days 8-21 Phase 3: Mid-Term Workshop By 02/23/22 Days 22 - 51 Phase 4: Plan Reviews By 03/09/22 Days 52 - 65 Phase 5: Plan Finalization Workshop By 04/08/22 Days 66 - 95 Phase 6: Plan Maintenance Ongoing Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 15 Appendix A: Project Personnel Resumes Fulton Wold, PCP, CBCP fulton@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Arkansas Governor’s Earthquake Advisory Board Member – Appointed Member Professional Continuity Practitioner (PCP) - FEMA Certified Business Continuity Professional (CBCP) – Disaster Recovery Institute Emergency Management Accreditation Program (EMAP) – Assessor Workshop Graduate Emergency Operations Planning (EOP) Certified Trainer – Certified EOPPlanner.com Trainer University of Mississippi – Bachelor of Science in Business Administration Emergency Management Planning Experience State Level Experience State of Tennessee – Hazard Mitigation Plan Update • Served as the project manager for Tennessee’s latest state mitigation plan update in 2013 • Incorporated risk assessment documentation from over 20 agencies across the State of Tennessee • Completed mitigation plan and received FEMA approval following an aggressive time frame State of Arkansas – Hazard Mitigation Plan Update • Facilitated new vulnerability analysis methodology at a local, state and regional level for entire 2010 State of Arkansas Mitigation Plan update • Incorporated man-made and technological hazards into the risk assessment of the mitigation plan update State of Kansas – Hazard Mitigation Plan Update • Acted as the Emergency Management Accreditation Program (EMAP) liaison throughout the State of Kansas Mitigation Plan update process • Facilitated mitigation planning meetings that included plan input from private sector industry leaders as well as the Kansas National Guard Local Level Experience Anderson County, TN – Multi-Jurisdictional Hazard Mitigation Plan Update • Lead mitigation planner for Anderson County’s latest Hazard Mitigation Plan • Planned and led mitigation planning meetings to facilitate the plan development process Arkansas State University – Beebe, AR – Hazard Mitigation Plan • Served as Project Manager for the Arkansas State University initial mitigation planning process • Arkansas State University Plan was FEMA approved using the latest “Review Tool” requirements Chaves County, NM – Multi-Jurisdictional Hazard Mitigation Plan Update • Lead mitigation planner for Chaves County’s latest Hazard Mitigation Plans • Plan was FEMA approved over 30-day review process Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 16 Matthew Eyer, PMP, CHS-V, CBCP matt@BOLDplanning.com | Office: 303.552.1181 Education & Credentials Project Management Professional – Project Management Institute Certified in Homeland Security V – American Board for Certification in Homeland Security Federal Emergency Management Agency Professional Development Certification – FEMA Certified Business Continuity Professional (CBCP) – Disaster Recovery Institute Virginia Tech – Bachelor of Science in Environmental Science, Minor in Chemistry Emergency Management Planning Experience State Level Experience State of Arkansas – Hazard Mitigation Plan Update • Lead facilitator and writer for Hazard Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders State of Kansas – Hazard Mitigation Plan Update • Facilitated mitigation planning meetings that included input from numerous state and local stakeholders • Facilitated state and local level contact to ensure all stakeholders input was incorporated State of Kansas – Regional Plan Consolidation and Update • Lead Facilitator and Writer in the State of Kansas Mitigation Plan Consolidation and Update process • Leads entire planning process across multiple county and municipal agencies and other stakeholders in all regions of Kansas • Attends numerous FEMA trainings relating to new guidelines and expectations • Consolidating individual county mitigation plans into regional plans with an eye towards providing tremendous savings to both the state and local jurisdictions Local Level Experience Sierra County – Hazard Mitigation Plan Update • Lead Facilitator and writer for Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders • Consolidating individual county mitigation plans into regional plans with an eye towards providing tremendous savings to both the state and local jurisdictions Mescalero Apache Tribe – Hazard Mitigation Plan Update • Lead Facilitator and writer for Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 17 James Woulfe, CBCP, CHEP, CHPCP, PCP (Lvl 1) james@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Certified Business Continuity Professional – Disaster Recovery Institute International (DRII) Certified Healthcare Emergency Professional – IBCSM Certified Healthcare Provider Continuity Professional – Disaster Recovery Institute International Certified Professional Continuity Practitioner (Lvl 1) – FEMA Certified Homeland Security Exercise and Evaluation Program (HSEEP) Manager – FEMA Completion of Professional Development Series – Emergency Management Institute and Incident Command System Courses (100, 200, 300, 400, 700, 800) – FEMA B.A., Natural Sciences and Mathematics – Thomas Edison State College Petty Officer 2nd Class (ET2 and MST2) – U. S. Coast Guard Emergency Management / Preparedness Planning Experience State-Level Experience Commonwealth of Pennsylvania • Review and support preparedness planning processes for all state agencies under the Governor’s jurisdiction, including independents, as well as boards and commissions • Prepare and deliver planning workshop curriculum, offering best practices and subject matter expertise to all departments State of Wyoming • Support planning efforts across multiple county and municipal agencies throughout the State • Provide guidance and recommendations for consolidating multiple plans into one overarching continuity plan Local-Level Experience Yamhill County, Oregon • Support training initiative for county-wide emergency preparedness program • Conduct planning workshops for key plan stakeholders, including public health, law enforcement, and emergency management City of Durham, North Carolina • Serve as Project Lead, successfully guiding the client through the plan development process • Facilitate multiple workshops for all City departments, including Emergency Operations, IT, the Sheriff’s Office, and the Department of Water Management Ramsey County, Minnesota • Provide oversight/guidance for plan adoption and improvements • Conduct county-wide tabletop exercise focused on communications and relocation capabilities during a disruption University of Central Oklahoma • Support development, coordination, implementation, and facilitation of plan(s) • Conduct multiple workshops through all plan reviews and finalization for each department San Joaquin General Hospital, Stockton, California • Guide the acute care facility through all phases of the “all-hazards” planning process • Facilitate workshops and conduct plan reviews for a quantitative and qualitative assessment of all departmental plans for emergency preparedness Tribal-Level Experience Paskenta Band of Nomlaki Indians, Corning, California • Provide final review and recommendations prior to submitting plan to FEMA for approval Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 18 Karla O’Grady, PCP (Level 1) karla@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Professional Continuity Practitioner (PCP), Level 1 – Federal Emergency Management Agency (FEMA), Continuity Excellence Series (CES) Completion of Professional Development Series – Emergency Management Institute (EMI) and Incident Command System (ICS) Courses – IS-100 Incident Command System (ICS), IS-700 National Incident Management System (NIMS), ICS-Single Resources-Initial Action Incident, IS-800 National Response Framework (NRF), 547a-Intro to COOP, and 242b-Effective Communication – FEMA B.A., Education and Psychology – Metropolitan State University (Denver) Golden Key Honor Society – Member Colorado Business Leadership – Member Emergency Management / Preparedness Planning Experience Possessing over 20 years of experience in client relations and project management implementations, and now honing her skills as a Professional Continuity Practitioner (PCP), Karla O’Grady is a savvy businesswoman who is keenly focused on understanding, and just as importantly, solving customer needs. Since joining BOLDplanning in 2018, she has established a strong rapport with hundreds of public and private sector clients nationwide, contributing to the development and/or maintenance of their Continuity of Operations (COOP) and Emergency Operations (EOP) plans, and supporting their Hazard Mitigation planning efforts. Professional Experience BOLDplanning Inc., Regional Director, Business Development 2018 to Present • Co-design, implement, and maintain the quality of Customer Success Program • Contribute to the statewide promotion and successful execution of free COOP workshops held in Jefferson County, Colorado • Co-facilitate COOP workshops for the Commonwealth of Pennsylvania and the Pennsylvania State Senate, as well as Maricopa, Arizona, and Ramsey County, Minnesota • Co-facilitate EOP workshop in Washington County, Minnesota • Create and facilitate COOP User’s Groups in Colorado, Minnesota, and Oregon • Co-facilitate HSEEP-guided tabletop exercise in Marion County, Oregon • Participate in Hazard Mitigation Planning kick-off meeting in Cobb County, Georgia • Review/grade COOP and EOP plans, lending to plan improvements and better preparedness Coyote Analytics, Client Services and Project Implementations 2015 to 2018 • Lead project kickoffs and discovery meetings during the onboarding process for new clients, and assess needs and requirements during implementations • Troubleshoot software issues and improve reporting processes both internally with team members and externally with clients United Waste Solutions, Consultant/Sales Associate 2009 to 2014 • Interface with clients regularly to cross-sell and improve their monthly utility expenses • Negotiate, review, and prepare client/vendor agreements for optimal benefits of recyclables Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 19 Vendor Questionnaire Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 20 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 21 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 22 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 23 A Division of Agility Recovery Town of Fountain Hills, AZ Continuity of Government Operations Proposal #2022-008 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 1 Contents 1. General Information ......................................................................................................................... 3 BOLDplanning Background ...............................................................................................................................3 Organization .......................................................................................................................................................3 2. Experience and Qualifications ........................................................................................................ 4 Recent BOLDplanning COOP/COG Clients .......................................................................................................4 State-Level Government Clients .........................................................................................................................4 County Level Government Clients ......................................................................................................................4 City Level Government Clients ...........................................................................................................................4 COOP/COG References.....................................................................................................................................5 3. Key Positions (Please see resumes in Appendix A Page 14) ....................................................... 6 Principal in Charge: Fulton Wold, PCP, CBCP...................................................................................................6 Lead Planner: Matt Eyer, CBCP, PMP ...............................................................................................................7 Project Manager: James Woulfe, PCP, CBCP, CHEP, CHPCP ........................................................................8 Client Liaison: Karla O’Grady, Regional Director, PCP ......................................................................................9 4. Project Approach ........................................................................................................................... 10 BOLDplanning’s Proven COOP/COG Project Phases .................................................................................... 10 Phase 1: Project Initiation and Preparation ..................................................................................................... 10 Phase 2: Plan Development Workshop ........................................................................................................... 10 Phase 3: Mid-Term Workshop ......................................................................................................................... 11 Phase 4: Plan Reviews .................................................................................................................................... 11 Phase 5: COG Master Plan Finalization and One-on-ones ............................................................................. 11 Phase 6: Plan Maintenance ............................................................................................................................. 12 Project Management Approach ....................................................................................................................... 13 Situation Reports ............................................................................................................................................. 13 5. Timeline .......................................................................................................................................... 14 Timeline ........................................................................................................................................................... 14 Appendix A: Project Personnel Resumes ........................................................................................ 15 Vendor Questionnaire ....................................................................................................................... 19 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 2 November 8, 2021 Rob Durham Procurement Administrator 16705 E. Avenue of the Fountains Fountain Hills, AZ 85268 Dear Mr. Durham: BOLDplanning Inc. is pleased to submit the following proposal for the Town of Fountain Hills Continuity of Government (COG) plan development project. BOLDplanning Inc. has served the preparedness planning needs of state and local governments for more than 16 years. Since the inception of the company, we have helped clients create more than 10,000 continuity, emergency response and hazard mitigation plans. As the planning partner behind MaricopaRegionPrepares.com, we believe no other vendor can provide the COOP/COG subject matter expertise and system knowledge that BOLDplanning offers. Our consulting process is designed to match MaricopaRegionPrepares.com directly, making the plan building process more efficient and more effective. In the proposal document that follows, you will find: • A proposal that exceeds the requirements of RFP#:2022-08 • A highly qualified, experienced team of consultants and subject-matter experts who have worked all across the U.S. and extensively within Maricopa County • A company offering full-service emergency management capabilities, with Continuity of Operations (COOP) and Continuity of Government (COG) as a core strength • Unmatched expertise in the currently deployed BOLDplanning.com Platform COOP Module This proposal is valid for 90 days from the proposal submission deadline. We are confident in our ability to exceed expectations and would welcome an opportunity to serve the Town of Fountain Hills in this important project. Best regards, Lorin Bristow Vice President, Government Markets BOLDplanning – A Division of Agility Recovery Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 3 1. General Information BOLDplanning Background Sixteen years ago, BOLDplanning pioneered an approach to emergency and continuity plans that combined the use of proprietary technology with expert consulting. Now, over 10,000 plans have been produced and even more important, BOLDplanning maintains a 95% annual customer retention rate. BOLDplanning brings a team of highly experienced, certified and knowledgeable professionals to every project. These team members have an intimate understanding of continuity planning including industry best practices. The BOLDplanning.com Platform provides a streamlined approach to making the jobs of emergency managers and planners simpler. The BOLDplanning.com Platform facilitates input from diverse stakeholders, monitors plan development progress, manages the dynamic nature of emergency plan documents throughout their lifecycle, and assures compliance with local, state, and federal guidance. Organization BOLDplanning employs 14 full-time employees, along with other carefully selected and highly engaged contractors as project managers, subject-matter-experts, technology experts and other support roles. Due to its strong reputation and deep experience in state and local government planning, BOLDplanning was acquired by Agility Recovery in October 2021. BOLDplanning is considered a wholly owned subsidiary: BOLDplanning Inc. 480 Duke Drive, Suite 130 Franklin, TN 37067 615.469.5558 Agility Recovery HQ 1225 17th St., Suite 2000 Denver, CO 80202 866.364.9696 BOLDplanning EIN/FEIN #: 20-4278504 BOLDplanning DUNS #: 80-061-5796 Terminated (For Cause) Customer Contracts in Last 5 Years: None Customer Litigation or Arbitration in Last 5 years: None Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 4 2. Experience and Qualifications Recent BOLDplanning COOP/COG Clients State-Level Government Clients • Commonwealth of Pennsylvania – COOP/COG implementation, training and exercises for all State Agencies and Departments • State of California Judiciary Council– COOP/COG implementation and training for the Supreme Court and all Appellate and Superior Courts • State of Kansas – COOP/COG/EOP for all State Departments and all Counties • State of Nebraska – COOP/COG/LEOP for all State Departments and all Counties • State of Oregon - COOP/COG for 23 State Agencies and all Counties • State of Rhode Island - COOP/COG for all State Departments • State of South Dakota – COOP/COG for all State Departments • State of Vermont – COOP/COG and exercises for all State Departments • State of Wyoming – COOP/COG/EOP and exercises for all State Departments and all Counties County Level Government Clients • Ventura County, CA – County wide COOP implementation and training for 51 departments including public health • Stanislaus County, CA – County wide COOP implementation and training for 46 departments • Monterey County, CA – County wide COOP implementation and training for 43 departments in including public health • Atlanta-Fulton County – COOP/LEOP implementation and training for certain departments including Atlanta Fulton County Emergency Management Agency • Dekalb County, Georgia – COOP/LEOP/HSEEP exercises and training for all county agencies • Maricopa County/Phoenix, Arizona – COOP/EOP implementation and quarterly training for all city and county agencies City Level Government Clients • City of Atlanta Department of Watershed Management – City COOP implementation/training • City of Chicago, Illinois – COOP/HSEEP exercises, and training for all City Departments • City of Colorado Springs, Colorado – COOP/ HSEEP exercises and training for all City Departments • City of Palo Alto, California – COOP/LEOP implementation and training for all City Departments • Orange County Sanitation District – COOP/EOP implementation for all OCSD departments • Town of Groton, Connecticut - COOP implementation for all Town Departments • City of Rochester, Minnesota – COOP/EOP/HSEEP exercises and training for all Departments • City of Flagstaff, Arizona – COOP county wide implementation and training Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 5 COOP/COG References Maricopa County Emergency Management Client since November 2015 5630 E. McDowell Road; Phoenix, AZ 85008 Contact Name: Marisa Von Holten Contact Position: Emergency Management Coordinator Telephone Number: 602-273-1411 Email: marisa.vonholten@maricopa.gov Recent Services Provided: COOP/COG/EOP development and maintenance for all county departments Judicial Council of California Client since November 2006 455 Golden Gate Ave, San Francisco, CA 94192 Contact Name: Ed Ellestad Telephone Number: 415.865.4538 Contact Position: Head of Security Telephone Number: 415.865.4538 Email: edward.ellestad@jud.ca.gov Recent Services Provided: COOP/COG/Security Plans/Emergency Plans for 67 county, appellate and supreme courts in California. This also includes 532 plans within these courts. Atlanta-Fulton County Client since March 2017 130 Peachtree Street SW, Suite G157; Atlanta, GA 30303 Contact Name: Matthew Kallmyer Contact Position: Emergency Management Director Telephone: 404.612.5660 Email: matthew.kallmyer@afcema.com Recent Services Provided: BOLDplanning has worked with Atlanta Fulton County Emergency Management Agency since 2017 in support of COOP/COG/LEOP development and maintenance for all county departments. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 6 3. Key Positions (Please see resumes in Appendix A Page 14) Principal in Charge: Fulton Wold, PCP, CBCP Fulton Wold, PCP, CBCP A passion for preparedness and the desire to exceed every customer’s expectations—these are what drive BOLDplanning founder Fulton Wold as he directs the company’s emergency, continuity, and mitigation planning efforts. His career in emergency planning spans over 20 years, and the highlights along the way are many. Among them, he successfully managed several high visibility planning projects, including the California Environmental Protection Agency, the State of Kansas, the State of Tennessee, and the State of Arkansas. He also led localized planning efforts in the City of Rochester, Minnesota; Chaves County, New Mexico; and Collier County, Florida, to name a few. Mr. Wold is credited as the facilitator of the nation’s first FEMA-approved, online natural disaster mitigation plan for the State of Oklahoma in 2010. This plan was also one of the first in the nation to receive an “Enhanced” rating by the Federal agency. Mr. Wold has become a well-respected authority, or Subject Matter Expert (SME), who often speaks during industry events, such as the National Hurricane Conference. Most recently, he addressed attendees of the 2018 Best Practices in Higher Education Emergency Management Conference on “Preparing the Educators of Today for the Hazards of Tomorrow.” Mr. Wold received accreditation through Disaster Recovery Institute International (DRII) and maintains his status as a Professional Continuity Practitioner (PCP) and Certified Business Continuity Professional (CBCP). He is a graduate of the Emergency Management Accreditation Program (EMAP), as well as the Integrated Emergency Management Course, Consequences of Terrorism Workshop. He also serves as a member of the Natural Hazard Mitigation Association (NHMA); the Arkansas Governor’s Earthquake Advisory Council; and numerous State Emergency Management Associations. Mr. Wold earned a B.A. in Business Administration from the University of Mississippi. Given Mr. Wold’s education and real-world experience, he certainly understands and appreciates all that is involved in complex planning initiatives. This includes training and exercise activities that follow the guiding principles of the Homeland Security Exercise and Evaluation Program (HSEEP). Mr. Wold routinely joins other BOLDplanning representatives in the field as they facilitate Continuity and Operations Plans workshops for clients. Additionally, he often participates in public stakeholder and thought leadership meetings. Serving as Principal in Charge for the Town of Fountain Hills COOP/COG project, Mr. Wold will oversee the entire planning effort, proactively engaging the BOLDplanning team, plan stakeholders and others; offering guidance and expertise as needed; and keeping his hand on the pulse of the project at all times. He will allocate the necessary company resources (staff, platform development, etc.) to verify deliverables are completed on time and within budget. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 7 Lead Planner: Matt Eyer, CBCP, PMP Matt Eyer, highly credentialed with more than 15 years of experience in the Emergency Management industry, has established himself as one of the best continuity planners in the country. Among his numerous accomplishments, he has structured complex Continuity of Operations Plans (COOPs), Emergency Operations Plans (EOPs) and Hazard Mitigation Plans (HMPs) for many high-profile jurisdictions in multiple states. Among them are the State of Kansas; the State of Arizona Department of Transportation; Oregon Metro; the State of Wyoming; the City of Palo Alto, California; and Ramsey and Washington Counties, Minnesota; to name a few. Most recently, Mr. Eyer managed COOP planning projects for BOLDplanning clients: Virginia Department of Transportation (VDOT); Rogers University; and Texas Tech University; as well as an HMP update for the State of Arkansas. He also supported exercises for the New York Finance and Housing Authority. Additionally, Mr. Eyer has developed a variety of response plans. These range from a Mortuary Surge Plan for Maricopa County, Arizona, to a Biological Detection System Anthrax Response Plan for Santa Clara County, California, to Food Security Vulnerability Assessments for the Air Force Institute of Operational Health. He has also been deployed as a project manager to numerous disaster sites, including Hurricane Katrina in 2005, and the State of Florida during the 2002 and 2003 hurricane seasons. As a Project Manager for BOLDplanning since 2007, Mr. Eyer directly manages large planning efforts nationwide to ensure state and federal compliance across the company’s growing client base. His duties include resource allocation, risk assessment and technical writing, among other mission-critical plan development activities. Accordingly, Mr. Eyer possesses an extensive technical authorship portfolio and expertise integrating diverse data sets and risk assessments into a wide variety of plans. Mr. Eyer is a Certified Business Continuity Professional (CBCP) through Disaster Recovery Institute International (DRII) and a Project Management Professional (PMP) through the Project Management Institute (PMI). He received FEMA Professional Development Accreditation through the Emergency Management Institute (EMI), and is certified in Homeland Security by the American Board for Certification in Homeland Security. Mr. Eyer holds a B.S. in Environmental Science from Virginia Tech. Specific duties will include the management and oversight of on-site meetings and training sessions, and scheduling and administration. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 8 Project Manager: James Woulfe, PCP, CBCP, CHEP, CHPCP James Woulfe is an insightful, well-credentialed Emergency Management professional specializing in emergency and continuity planning. Before joining BOLDplanning to lead its healthcare emergency planning practice in 2016, he spent ten years in Public Health Emergency Preparedness with Tennessee’s Metro Nashville Public Health Department (MPHD) and Jackson-Madison County Regional Health Department (JMCRHD). At MPHD he was responsible for coordinating the City’s Readiness Initiative (CRI), the metro area's localized response to a bioterrorism or pandemic event. Mr. Woulfe's involvement in emergency management spans multiple project areas including: Continuity Plans development; Emergency Operations Plans (EOP) development; Business Continuity Plan (BCP) development; and training, exercise development and delivery. As a key member of the BOLDplanning team, Mr. Woulfe has completed numerous COOP and EOP projects in the role of Project Manager. These include national efforts with a Hospice & Palliative Care organization; statewide projects with Departments of Public Health and Primary Care Associations; regional efforts with Healthcare Coalitions and Homeland Security Regions; and local efforts with multiple city/county jurisdictions. As such, he brings real-world experience and expert knowledge to the planning “table” each and every time. Most recently, Mr. Woulfe worked with BOLDplanning clients, Central Florida Disaster Medical Coalition; City of Cape Coral, Florida; City and County of Durham, NC; Yamhill County, Oregon; and Prince George’s County, Maryland; Commonwealth of Pennsylvania; helping them exceed their emergency and continuity planning goals. Mr. Woulfe earned a B.A. in Natural Sciences and Mathematics from Thomas Edison State College. He is also a veteran of the U.S. Coast Guard, where he served as a Petty Officer 2nd Class on active duty from 2002 to 2006, and as a reservist from 2006 to 2010. He became active in Emergency Management while on assignment in New Orleans during the 2004-2005 hurricane seasons. Mr. Woulfe holds active certifications as a FEMA Professional Continuity Practitioner (PCP), Healthcare Emergency Professional (CHEP), Certified Business Continuity Professional (CBCP), Certified Healthcare Provider Continuity Professional (CHPCP), and Homeland Security Exercise and Evaluation Program (HSEEP) Manager. Specific duties will include the oversight of the project, supporting scheduling and administration to ensure on time service delivery. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 9 Client Liaison: Karla O’Grady, Regional Director, PCP Karla O’Grady. Leveraging over 20 years of experience in client relations and project management implementations, Ms. Karla O’Grady joined BOLDplanning as its Customer Success Manager in 2017. In this role, she quickly and earnestly moved forward with co-designing and implementing the company’s new Customer Success Program. Its primary goals were (and continue to be) to elevate company-client communications, orchestrate planning and training activities, and ensure every BOLDplanning customer reaches their preparedness and compliance goals. While simultaneously engaging hundreds of public and private sector clients and learning more about the importance (and concepts) of preparedness planning, Ms. O’Grady made the decision to obtain her certification as a Professional Continuity Practitioner, or PCP. Proudly, she earned her Level 1 certification in June 2019. She plans to continue her professional development as she gains additional work experience in the months ahead. Today, as Regional Director, Business Development, for BOLDplanning, Ms. O’Grady consistently applies her working knowledge by contributing to the preparation and maintenance of Continuity of Operations (COOP) and Emergency Operations (EOP) and supporting various Hazard Mitigation Planning projects. She also participates in planning workshops, stakeholder meetings, and tabletop exercises that are compliant with the Homeland Security Exercise and Evaluation Program (HSEEP). Before joining the BOLDplanning team, Ms. O’Grady worked in Client Services and Project Implementations for Coyote Analytics. There, she exceled at maintaining client relationships to ensure project success and client satisfaction. Prior to her employment with Coyote Analytics, Ms. O’Grady served as Consultant/Sales Associate for United Waste Solutions, where she was responsible for a wide range of customer care duties. Ms. O’Grady holds a B.A. in Education and Psychology from Metropolitan State University in Denver, Colorado. Ms. O’Grady will be responsible for serving as the client liaison for this project and for ongoing needs. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 10 4. Project Approach BOLDplanning’s Proven COOP/COG Project Phases BOLDplanning will provide Town of Fountain Hills with the necessary processes and resources to implement a comprehensive approach for strong organizational planning. The MaricopaRegionPrepares.com site is the centerpiece of the methodology; however, there are many other elements of successful project management: • Schedules, phases and project plans • Solicitation of support from executive management • On-site training/team meeting facilitation (can be supplemented with BOLDplanning REMOTE) • On-line and printed documentation for all phases of the project • Subject matter expertise and technical assistance • Plan reviews and gap analysis • Testing and exercising • Plan finalization and approval by executive management • Ongoing maintenance and enhancement Our proven, detailed methodology has been field-tested over and over, and is flexible for working with organizations at all stages and levels of planning. We will assist the Town of Fountain Hills with our lessons learned and best practices so planning can begin immediately without re-inventing the wheel. Phase 1: Project Initiation and Preparation BOLDplanning will schedule and facilitate an online COOP Initiation Meeting with the Town of Fountain Hills project management team. During this meeting, standard system functionality will be reviewed and compared against all applicable compliance requirements. All appropriate stakeholders and staff will be encouraged to attend this COOP/COG Initiation Meeting. BOLDplanning will also schedule individual interviews with stakeholders as needed. If additional stakeholder meetings are required, BOLDplanning will facilitate these to ensure a successful project outcome. Phase 2: Plan Development Workshop BOLDplanning will schedule and conduct a full-day COOP/COG Plan Development Workshop for the participating planners. At the conclusion of this workshop, planners will have draft plans under development and clear instructions for future data collection efforts. An organized rollout will be initiated for all the participating departments and divisions. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 11 The following deliverables will be part of this phase: 1. Distribution of access credentials to each of the participating planners 2. Overview of continuity planning and the MaricopaRegionPrepares.com platform 3. Review of all existing data transferred into the platform 4. Significant time for actual plan development as planners enter data into the planning platform 5. Instructions for additional data input, planning team meetings and an estimated schedule for plan(s) completion Phase 3: Mid-Term Workshop BOLDplanning will schedule and conduct a one (1) day Mid-Term Workshop. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective business units. At the conclusion of these workshops, planners will have completed COOP elements and clear action items for plan finalization. The workshop will focus strongly on collecting the following data elements: • Essential functions and interdependencies to staff and vital records • Succession planning and delegation of authority • Alternate facility options with resource requirements • Procedures and policies for COOP activation, deployment and implementation • Hazard Identification and ranking Phase 4: Plan Reviews BOLDplanning will complete plan reviews of up to five plans (more can be added if new plans are created). Each section of the departmental plans will be reviewed by a subject matter expert. Using the online review tool within the system, the plans will be analyzed, and each section will receive a Red/Yellow/Green status level along with comments for improvement. The review levels and comments will be immediately available for planners via the online platform. The following deliverables will be part of this phase: 1. Review of existing data for all planning elements 2. Delivery of a Red/Yellow/Green status level for each COOP element 3. Gap analysis and comments for plan improvement 4. Instructions for additional data input as required for plan completion Phase 5: COG Master Plan Finalization and One-on-ones BOLDplanning will schedule and conduct one (1) day of a Plan Finalization Workshop. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective departmental COOP plans. At the conclusion of these workshops, planners will have Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 12 completed all COOP/COG elements and have clear action items for plan finalization. Brief individual one- one-one sessions will be conducted as needed to finalize plans. The following deliverables will be part of this phase: 1. Delivery of gap analysis documentation for each departmental plan 2. Delivery of specific instructions for plan completion 3. Consulting services to complete all plan update requirements 4. Significant time for actual COOP/COG plan final updates Phase 6: Plan Maintenance Following the project period, and for as long as an active contract exists with Maricopa County, the departments and their planners will continue to receive the following services: 1. SaaS/Cloud infrastructure with all hosting, maintenance, upgrades, hot-site redundancy, and data backups 2. Real-time plan access through the internet 3. Telephone and internet technical support and customer service 4. Project manager training via telephone and webinar All planners will receive the following resources to assist with plan development and maintenance for their departments: • MaricopaRegionPrepares.com – This is an excellent training resource by itself. This platform details every element of a COOP, asking for specific data for each plan element. The plan reports provide a wealth of information that assists planners, managers and staff with making good decisions during times of disruption. • On-line Helper Tips – Embedded throughout the system, there are detailed helper tips that explain COOP concepts and provide instructions for data entry. • Help Files Library – In the File Archive section of each plan there is a Continuity Plan User Guide as well as a library of training webinars covering all the major elements of the plan for planners to use at their convenience. • Webinar Training – BOLDplanning offers free webinar trainings on the first Wednesday of each month, one for planners and another session for project managers. Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 13 Project Management Approach Situation Reports Throughout our comprehensive process, BOLDplanning will apply professional administrative, editorial, financial, and quality control practices developed over 16 years of managing similar projects. Additionally, all team members will participate in monthly Situation Report (SitRep) meetings with Town of Fountain Hills stakeholders. The SitRep meetings provide checkpoints and updates on a monthly basis throughout the project. Example of a BOLDplanning SitRep Report Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 14 5. Timeline Timeline The following timeline is proposed for completion of this project based on BOLDplanning’s recommended project phases. While these targets completion timeframes will serve as a guide, actual dates are contingent on the Town’s availability and participation during each phase of the work. Timeframes may be adjusted accordingly. Project Phase: Target Date for Completion Completion Timeframe Contract Award Date 12/14/21 - Notice to Proceed Date 01/03/22 - Phase 1: Project Initiation and Preparation By 01/10/22 Days 1-7 Phase 2: Plan Development Workshop By 01/24/22 Days 8-21 Phase 3: Mid-Term Workshop By 02/23/22 Days 22 - 51 Phase 4: Plan Reviews By 03/09/22 Days 52 - 65 Phase 5: Plan Finalization Workshop By 04/08/22 Days 66 - 95 Phase 6: Plan Maintenance Ongoing Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 15 Appendix A: Project Personnel Resumes Fulton Wold, PCP, CBCP fulton@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Arkansas Governor’s Earthquake Advisory Board Member – Appointed Member Professional Continuity Practitioner (PCP) - FEMA Certified Business Continuity Professional (CBCP) – Disaster Recovery Institute Emergency Management Accreditation Program (EMAP) – Assessor Workshop Graduate Emergency Operations Planning (EOP) Certified Trainer – Certified EOPPlanner.com Trainer University of Mississippi – Bachelor of Science in Business Administration Emergency Management Planning Experience State Level Experience State of Tennessee – Hazard Mitigation Plan Update • Served as the project manager for Tennessee’s latest state mitigation plan update in 2013 • Incorporated risk assessment documentation from over 20 agencies across the State of Tennessee • Completed mitigation plan and received FEMA approval following an aggressive time frame State of Arkansas – Hazard Mitigation Plan Update • Facilitated new vulnerability analysis methodology at a local, state and regional level for entire 2010 State of Arkansas Mitigation Plan update • Incorporated man-made and technological hazards into the risk assessment of the mitigation plan update State of Kansas – Hazard Mitigation Plan Update • Acted as the Emergency Management Accreditation Program (EMAP) liaison throughout the State of Kansas Mitigation Plan update process • Facilitated mitigation planning meetings that included plan input from private sector industry leaders as well as the Kansas National Guard Local Level Experience Anderson County, TN – Multi-Jurisdictional Hazard Mitigation Plan Update • Lead mitigation planner for Anderson County’s latest Hazard Mitigation Plan • Planned and led mitigation planning meetings to facilitate the plan development process Arkansas State University – Beebe, AR – Hazard Mitigation Plan • Served as Project Manager for the Arkansas State University initial mitigation planning process • Arkansas State University Plan was FEMA approved using the latest “Review Tool” requirements Chaves County, NM – Multi-Jurisdictional Hazard Mitigation Plan Update • Lead mitigation planner for Chaves County’s latest Hazard Mitigation Plans • Plan was FEMA approved over 30-day review process Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 16 Matthew Eyer, PMP, CHS-V, CBCP matt@BOLDplanning.com | Office: 303.552.1181 Education & Credentials Project Management Professional – Project Management Institute Certified in Homeland Security V – American Board for Certification in Homeland Security Federal Emergency Management Agency Professional Development Certification – FEMA Certified Business Continuity Professional (CBCP) – Disaster Recovery Institute Virginia Tech – Bachelor of Science in Environmental Science, Minor in Chemistry Emergency Management Planning Experience State Level Experience State of Arkansas – Hazard Mitigation Plan Update • Lead facilitator and writer for Hazard Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders State of Kansas – Hazard Mitigation Plan Update • Facilitated mitigation planning meetings that included input from numerous state and local stakeholders • Facilitated state and local level contact to ensure all stakeholders input was incorporated State of Kansas – Regional Plan Consolidation and Update • Lead Facilitator and Writer in the State of Kansas Mitigation Plan Consolidation and Update process • Leads entire planning process across multiple county and municipal agencies and other stakeholders in all regions of Kansas • Attends numerous FEMA trainings relating to new guidelines and expectations • Consolidating individual county mitigation plans into regional plans with an eye towards providing tremendous savings to both the state and local jurisdictions Local Level Experience Sierra County – Hazard Mitigation Plan Update • Lead Facilitator and writer for Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders • Consolidating individual county mitigation plans into regional plans with an eye towards providing tremendous savings to both the state and local jurisdictions Mescalero Apache Tribe – Hazard Mitigation Plan Update • Lead Facilitator and writer for Mitigation Plan update • Leads entire planning process across municipal agencies and other stakeholders Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 17 James Woulfe, CBCP, CHEP, CHPCP, PCP (Lvl 1) james@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Certified Business Continuity Professional – Disaster Recovery Institute International (DRII) Certified Healthcare Emergency Professional – IBCSM Certified Healthcare Provider Continuity Professional – Disaster Recovery Institute International Certified Professional Continuity Practitioner (Lvl 1) – FEMA Certified Homeland Security Exercise and Evaluation Program (HSEEP) Manager – FEMA Completion of Professional Development Series – Emergency Management Institute and Incident Command System Courses (100, 200, 300, 400, 700, 800) – FEMA B.A., Natural Sciences and Mathematics – Thomas Edison State College Petty Officer 2nd Class (ET2 and MST2) – U. S. Coast Guard Emergency Management / Preparedness Planning Experience State-Level Experience Commonwealth of Pennsylvania • Review and support preparedness planning processes for all state agencies under the Governor’s jurisdiction, including independents, as well as boards and commissions • Prepare and deliver planning workshop curriculum, offering best practices and subject matter expertise to all departments State of Wyoming • Support planning efforts across multiple county and municipal agencies throughout the State • Provide guidance and recommendations for consolidating multiple plans into one overarching continuity plan Local-Level Experience Yamhill County, Oregon • Support training initiative for county-wide emergency preparedness program • Conduct planning workshops for key plan stakeholders, including public health, law enforcement, and emergency management City of Durham, North Carolina • Serve as Project Lead, successfully guiding the client through the plan development process • Facilitate multiple workshops for all City departments, including Emergency Operations, IT, the Sheriff’s Office, and the Department of Water Management Ramsey County, Minnesota • Provide oversight/guidance for plan adoption and improvements • Conduct county-wide tabletop exercise focused on communications and relocation capabilities during a disruption University of Central Oklahoma • Support development, coordination, implementation, and facilitation of plan(s) • Conduct multiple workshops through all plan reviews and finalization for each department San Joaquin General Hospital, Stockton, California • Guide the acute care facility through all phases of the “all-hazards” planning process • Facilitate workshops and conduct plan reviews for a quantitative and qualitative assessment of all departmental plans for emergency preparedness Tribal-Level Experience Paskenta Band of Nomlaki Indians, Corning, California • Provide final review and recommendations prior to submitting plan to FEMA for approval Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 18 Karla O’Grady, PCP (Level 1) karla@BOLDplanning.com | Office: 615.469.5558 Education & Credentials Professional Continuity Practitioner (PCP), Level 1 – Federal Emergency Management Agency (FEMA), Continuity Excellence Series (CES) Completion of Professional Development Series – Emergency Management Institute (EMI) and Incident Command System (ICS) Courses – IS-100 Incident Command System (ICS), IS-700 National Incident Management System (NIMS), ICS-Single Resources-Initial Action Incident, IS-800 National Response Framework (NRF), 547a-Intro to COOP, and 242b-Effective Communication – FEMA B.A., Education and Psychology – Metropolitan State University (Denver) Golden Key Honor Society – Member Colorado Business Leadership – Member Emergency Management / Preparedness Planning Experience Possessing over 20 years of experience in client relations and project management implementations, and now honing her skills as a Professional Continuity Practitioner (PCP), Karla O’Grady is a savvy businesswoman who is keenly focused on understanding, and just as importantly, solving customer needs. Since joining BOLDplanning in 2018, she has established a strong rapport with hundreds of public and private sector clients nationwide, contributing to the development and/or maintenance of their Continuity of Operations (COOP) and Emergency Operations (EOP) plans, and supporting their Hazard Mitigation planning efforts. Professional Experience BOLDplanning Inc., Regional Director, Business Development 2018 to Present • Co-design, implement, and maintain the quality of Customer Success Program • Contribute to the statewide promotion and successful execution of free COOP workshops held in Jefferson County, Colorado • Co-facilitate COOP workshops for the Commonwealth of Pennsylvania and the Pennsylvania State Senate, as well as Maricopa, Arizona, and Ramsey County, Minnesota • Co-facilitate EOP workshop in Washington County, Minnesota • Create and facilitate COOP User’s Groups in Colorado, Minnesota, and Oregon • Co-facilitate HSEEP-guided tabletop exercise in Marion County, Oregon • Participate in Hazard Mitigation Planning kick-off meeting in Cobb County, Georgia • Review/grade COOP and EOP plans, lending to plan improvements and better preparedness Coyote Analytics, Client Services and Project Implementations 2015 to 2018 • Lead project kickoffs and discovery meetings during the onboarding process for new clients, and assess needs and requirements during implementations • Troubleshoot software issues and improve reporting processes both internally with team members and externally with clients United Waste Solutions, Consultant/Sales Associate 2009 to 2014 • Interface with clients regularly to cross-sell and improve their monthly utility expenses • Negotiate, review, and prepare client/vendor agreements for optimal benefits of recyclables Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 19 Vendor Questionnaire Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 20 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 21 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 22 Town of Fountain Hills, AZ Continuity of Government Operations | RFP#: 2022-008 Copyright 2021 BOLDplanning Inc. All rights reserved. 23 Town of Fountain Hills, AZ COOP/COG Cost Proposal Project Phase Personnel Classification GSA Hourly Rate Maricopa Region Existing Customer Discount Discounted Hourly Rate Total Hours Total Cost Phase 1: Project Initiation & Preparation Fulton Wold Senior Consultant $276.30 37%$175.00 1 $175.00 Matt Eyer Senior Consultant $276.30 37%$175.00 1 $175.00 James Woulfe Senior Consultant $276.30 37%$175.00 1 $175.00 Karla O'Grady Jr. Consultant $197.78 37%$125.00 1 $125.00 General Admin General Admin $75.00 1 $75.00 Phase Subtotal 5 $725.00 Phase 2: Plan Development Workshop Fulton Wold Senior Consultant $276.30 37%$175.00 0.5 $87.50 Matt Eyer Senior Consultant $276.30 37%$175.00 8 $1,400.00 James Woulfe Senior Consultant $276.30 37%$175.00 1 $175.00 Karla O'Grady Jr. Consultant $197.78 37%$125.00 0.5 $62.50 General Admin General Admin $75.00 0.5 Phase Subtotal 10.5 $1,725.00 Phase 3: Mid-Term Workshop Fulton Wold Senior Consultant $276.30 37%$175.00 0.5 $87.50 Matt Eyer Senior Consultant $276.30 37%$175.00 8 $1,400.00 James Woulfe Senior Consultant $276.30 37%$175.00 1 $175.00 Karla O'Grady Jr. Consultant $197.78 37%$125.00 0.5 $62.50 General Admin General Admin $75.00 0.5 $37.50 Phase Subtotal 10.5 $1,762.50 Phase 4: Plan Reviews Fulton Wold Senior Consultant $276.30 37%$175.00 0 $0.00 Matt Eyer Senior Consultant $276.30 37%$175.00 0 $0.00 James Woulfe Senior Consultant $276.30 37%$175.00 1 $175.00 Karla O'Grady Jr. Consultant $197.78 37%$125.00 15 $1,875.00 General Admin General Admin $75.00 0 $0.00 Phase Subtotal 16 $2,050.00 Phase 5: Plan Finalization Workshop Fulton Wold Senior Consultant $276.30 37%$175.00 0.5 $87.50 Matt Eyer Senior Consultant $276.30 37%$175.00 8 $1,400.00 James Woulfe Senior Consultant $276.30 37%$175.00 1 $175.00 Karla O'Grady Jr. Consultant $197.78 37%$125.00 0.5 $62.50 General Admin General Admin $75.00 0 $0.00 Phase Subtotal 10 $1,725.00 Phase 6: Plan Maintenance Fulton Wold Senior Consultant $276.30 37%$175.00 0 $0.00 Matt Eyer Senior Consultant $276.30 37%$175.00 0 $0.00 James Woulfe Senior Consultant $276.30 37%$175.00 0 $0.00 Karla O'Grady Jr. Consultant $197.78 37%$125.00 2 $250.00 General Admin General Admin $75.00 1.5 $112.50 Phase Subtotal 3.5 $362.50 Grand Total - Consulting 55.5 $8,350.00 Travel Expense Allotment (3 Onsite Visits)$2,400.00 Total Not-to-Exceed Cost $10,750.00 EXHIBIT B TO PROFESSIONAL SERVICES AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND BOLDPLANNING, INC. [Scope of Work] See following pages. 480 Duke Drive; Suite 130 Franklin, TN 37067 (615) 469-5558 www.BOLDplanning.com ________www.BOLDplanning.com ▪ (615) 469-5558 ▪ info@BOLDplanning.com______ ©2021 BOLDplanning, Inc. All Rights Reserved City of Fountain Hills Scope of Work Phase 1a: Project Kickoff (Remote) BOLDplanning will schedule and facilitate an online COOP Initiation Meeting with the Town of Fountain Hills project management team. During this meeting, standard system functionality will be reviewed and compared against all applicable compliance requirements. All appropriate stakeholders and staff will be encouraged to attend this COOP/COG Initiation Meeting. Phase 1b: Project Initiation and Preparation (Remote) BOLDplanning will work directly with the Town of Fountain Hills project management team to set up all departmental plans that are required and to upload and import the Common Data Area with contacts, facilities, and vital records and resources. BOLDplanning will also schedule individual interviews with stakeholders as needed. If additional stakeholder meetings are required, BOLDplanning will facilitate these to ensure a successful project outcome. Phase 2: Plan Development Workshop BOLDplanning will schedule and conduct a half-day, onsite (remote is optional) COOP/COG Plan Development Workshop for the participating planners. A half day includes 3 hours of hands-on workshop time with your planners. At the conclusion of this workshop, planners will have draft plans under development and clear instructions for future data collection efforts. An organized rollout will be initiated for all the participating departments and divisions. The following deliverables will be part of this phase: 1. Distribution of access credentials to each of the participating planners 2. Overview of continuity planning and the MaricopaRegionPrepares.com platform 3. Review of all existing data transferred into the platform 4. Significant time for actual plan development as planners enter data into the planning platform 5. Instructions for additional data input, planning team meetings and an estimated schedule for plan(s) completion Phase 3: Mid-Term Workshop BOLDplanning will schedule and conduct a half day, onsite (remote is optional) Mid-Term Workshop. A half day includes 3 hours of hands-on workshop time with your planners. Page 2 of 4 All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective business units. At the conclusion of these workshops, planners will have completed COOP elements and clear action items for plan finalization. The workshop will focus strongly on collecting the following data elements: • Essential functions and interdependencies to staff and vital records • Succession planning and delegation of authority • Alternate facility options with resource requirements • Procedures and policies for COOP activation, deployment and implementation • Hazard Identification and ranking Phase 4: Plan Reviews (Remote) BOLDplanning will complete plan reviews of up to five plans (more can be added if new plans are created). Each section of the departmental plans will be reviewed by a subject matter expert. Using the online review tool within the system, the plans will be analyzed, and each section will receive a Red/Yellow/Green status level along with comments for improvement. The review levels and comments will be immediately available for planners via the online platform. The following deliverables will be part of this phase: 1. Review of existing data for all planning elements 2. Delivery of a Red/Yellow/Green status level for each COOP element 3. Gap analysis and comments for plan improvement 4. Instructions for additional data input as required for plan completion Phase 5: COG Master Plan Finalization and One-on-ones BOLDplanning will schedule and conduct a half-day, onsite (remote is optional) Plan Finalization Workshop. A half day includes 3 hours of hands-on workshop time with your planners. All key stakeholders and planners will be invited to attend and work to finalize the planning elements for their respective departmental COOP plans. At the conclusion of these workshops, planners will have completed all COOP/COG elements and have clear action items for plan finalization. Brief individual one-one-one sessions will be conducted as needed to finalize plans. The following deliverables will be part of this phase: 1. Delivery of gap analysis documentation for each departmental plan 2. Delivery of specific instructions for plan completion 3. Consulting services to complete all plan update requirements 4. Significant time for actual COOP/COG plan final updates Page 3 of 4 Phase 6: Plan Maintenance Following the project period, and for as long as an active contract exists with Maricopa County, the departments and their planners will continue to receive the following services: 1. SaaS/Cloud infrastructure with all hosting, maintenance, upgrades, hot-site redundancy, and data backups 2. Real-time plan access through the internet 3. Telephone and internet technical support and customer service 4. Project manager training via telephone and webinar All planners will receive the following resources to assist with plan development and maintenance for their departments: • MaricopaRegionPrepares.com – This is an excellent training resource by itself. This platform details every element of a COOP, asking for specific data for each plan element. The plan reports provide a wealth of information that assists planners, managers and staff with making good decisions during times of disruption. • On-line Helper Tips – Embedded throughout the system, there are detailed helper tips that explain COOP concepts and provide instructions for data entry. • Help Files Library – In the File Archive section of each plan there is a Continuity Plan User Guide as well as a library of training webinars covering all the major elements of the plan for planners to use at their convenience. • Webinar Training – BOLDplanning offers free webinar trainings on the first Wednesday of each month, one for planners and another session for project managers Page 4 of 4 Project Timeline and Costs Phase Estimated Completion Date Milestone Description Phase Total 1a March 2022 Kick off – Project initiation call (remote) $362.50 1b March 2022 Project Initiation & Preparation (Remote) $725.00 2 April 2022 COOP Plan Development Workshop (Onsite) * ½ Day $2,525.00 *Optional: Remote workshop $1,262.50 3 May 2022 COOP Midterm Workshop (Onsite)* ½ Day $2,562.50 *Optional: Remote workshop $1,281.25 4 May/June 2022 COOP Plan Reviews (Remote) All Plans $2,050.00 5 June 2022 COOP Plan Finalization Workshop (Onsite)* ½ Day $2,525.00 *Optional: Remote workshop $1,262.50 6 June 2022 Plan Maintenance $0.00 Total COOP Project $10,750.00