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HomeMy WebLinkAboutCAO 14-22Report to Council Report Number: CAO 14-22 Date: September 6, 2022 From: Marisa Carpino Chief Administrative Officer Subject: Consulting Services for the Digital Readiness Assessment and Strategy - File: A-1440 Recommendation: 1. That the proposal submitted by MNP Digital Inc. dated April 13, 2022 in response to RFP 2022-2, regarding the selection of a consultant to provide a Corporate Digital Readiness Assessment and Strategy, be accepted in principle, with the final terms and conditions of the contract to be satisfactory to the Chief Administrative Officer and Director, Finance & Treasurer; 2. That Council authorize the Director, Finance & Treasurer to finance the gross project cost of $179,670 (HST included) and the net project cost of $161,798 (net of HST), as approved in the 2022 Current Budget; and 3. That the appropriate City of Pickering officials be authorized to enter into any agreements to give effect hereto, and take the necessary actions as indicated in this report. Executive Summary: The City of Pickering strives to become a municipal leader in customer-centred digital services and is retaining a consultant to help guide its digital transformation process. To that end, RFP 2022-2 Digital Readiness Assessment and Strategy was issued by City staff on March 9, 2022 and closed on April 13, 2022 at 12:00 pm. The City received ten submissions. The proponent that received the highest overall score from the Evaluation Committee was MNP. As a result, the Evaluation Committee staff have selected MNP Digital Inc. (MNP) as the consultant to enter into contract negotiations with. The consultant will prepare a digital readiness assessment and comprehensive, multi-year-term strategy, which will identify the City’s current service state, as well as determine the correct approach to maximizing value from current and future technology investments as we continue with our digital transformation journey. In particular, the City has identified the following projects of priority to help it reach its goal:  a new corporate website  a new Live Chat or Customer Experience tool  an eCommerce platform that can integrate with the new website, and new financial system, SAP  explore a Citizen’s Portal solution with self-serve municipal service options  automation of manual tasks, services and/or processes where feasible CAO 14-22 September 6, 2022 Subject: Consulting Services for the Digital Readiness Assessment & Strategy Page 2 MNP understands that the purpose of this project is to develop a Digital Strategy which will provide short and long-term recommendations, including a clearly defined set of projects and actions related to technology architecture, selection , and implementation of technology solutions, digital governance, and technology investment that will enable the City to achieve its business objective of becoming a leader in citizen-centred digital services. The City's vision, to conduct an assessment and create a multi-year strategy, will address the needs and potential of digitally enabling and transforming City services to be available to its customers, online and 24/7. As such, this process will seek to enhance operational efficiencies for both citizen-facing services and associated internal business processes, some of which are manual, with an emphasis on digitization, automation, and improved produc tivity. Pickering is growing and it is important that technology play an important role in helping Pickering scale to the needs of an evolving community. Customers expect to be able to interact with organizations online, and complete many municipal service requests, 24/7, from any device, anywhere. COVID-19 has highlighted the need for digital services and municipalities have the potential to fulfil this need. There is an increased demand and expectation for modernized and efficient technology solutions to provide an improved, digitized user experience for our residents. Although we have adapted to provide short-term technology- enabled solutions, the City lacks a coordinated, long-term corporate vision to meet the digital service demands of our residents, businesses, and visitors, now and into the future. Today, all businesses rely on technology. Whether a firm is in the business of selling products, delivering packages, or providing healthcare – people, processes, and technology need to work together for those services to be delivered effectively. Municipalities are no different. Technology is increasingly central to the City’s ability to deliver services. Services as diverse as collecting taxes, dispatching fire trucks, planning a sub -division, communicating and engaging the community, checking out library books, and managing recreation program registration all rely on technology to operate effectively and safely. While email and smartphones keep every part of the organization connected and communicating, it is the back-office systems that allow managers and staff to track permit and planning applications, to manage customer requests, or monitor budgets. These are the tools that will enable the City to maximize its operational efficiency. Looking to the future, technology will continue to grow in importance. More customers will expect to use their computers and smartphones to make an inquiry, report a problem , or submit an application. Increasingly, sensors will be used to monitor critical infrastructure throughout the City and notify staff where problems are anticipated, or have occurred. Cities need to invest in infrastructure to attract/retain business investment, and meet the diverse needs of a growing population. Financial Implications: The recommended proposal from MNP Digital Inc., for the net project cost of $161,798 (net of HST), falls within the funds allocated in the approved 2022 Current Budget at $180,000 for the Digital Readiness Assessment and Strategy. Staff will continue to negotiate with the highest ranked proponent until the terms and conditions are satisfactory to the Chief Administrative Officer and Director, Finance & Treasurer. CAO 14-22 September 6, 2022 Subject: Consulting Services for the Digital Readiness Assessment & Strategy Page 3 1. Proposal Amount RFP 2022-2 $159,000.00 Subtotal $159,000.00 HST (13%) 20,670.00 Total $179,670.00 2. Estimated Project Costing Summary RFP 2022-2 $159,000.00 Subtotal – Costs $159,000.00 HST (13%) 20,670.00 Total Gross Project Cost $179,670.00 HST Rebate (11.24%) (17,872.00) Total Net Project Cost $161,798.00 3. Approved Source of Funds – Development Projects Capital Budget Expense Code Source of Funds Budget Required 502230.10010 Property Taxes $180,000.00 $161,798.00 Total $180,000.00 $161,798.00 Under/(Over) Approved Funds $18,202.00 Discussion: Successful Bid MNP has experience working with over 750 municipal clients across Canada in a number of service areas, including Digital Transformation Strategy and Solutions. MNP has developed a Municipal Technology Framework that outlines leading practices for how munic ipalities can leverage modern technology to achieve excellence in program and service delivery. Citizens are increasingly asking for digital, interactive, and user-friendly services in fast, efficient and user experience-driven environments and MNP has gathered extensive knowledge in understanding how a municipality can meet these needs. CAO 14-22 September 6, 2022 Subject: Consulting Services for the Digital Readiness Assessment & Strategy Page 4 MNP’s clients in the digital solutions space include the City of Ottawa, City of Vaughan, County of Peterborough and City of Grande Prairie, to name a few. MNP has a team of technology experts that cover off the entire spectrum of skills that are required to develop an outstanding Digital Strategy, including individuals who are Canadian subject matter experts in privacy, cyber-security, data analytics, cloud technologies, system integrations, hosting, technology vendor management and all aspects of application management. Overview of Current State The City currently operates several independent technology applications, each having the potential to face challenges in terms of functionality, reporting and vendor support, in the future. Moveover, the City’s website is approaching its 12th year of operation, with the average website having an approximate shelf life of about 3 years. While it can vary, this is the typical time during which the website is seen as new, functional, and convenient for users. The City has already made significant investments in various major systems, like SAP for Finance and Human Resources, ActiveNet for program registration and management, Amanda for building, planning, and customer relationship management, to name a few, but we must understand how these existing solutions fit into the City’s long-term strategic plan. To date, there has been a siloed approach to acquiring the necessary digital tools and technology to suit Department and customer needs. The City intends to take a step back to look broadly at service delivery and customer expectations, and see what changes, leveraging technology, are possible to improve systems integration, outcomes, user experience, efficiencies, and effectiveness. As well as the design and implementation of a new corporate website, the City also intends to pursue an eCommerce platform that can integrate with the new website, along with the City’s financial system SAP. From an ecommerce perspective, the goal is to also integrate 100 percent of the back office operations so that all of the accounting transactions and corresponding work flows are fully automated. Technology has become essential to effective and efficient municipal operations. In today’s municipal environment, a Digital Strategy is a critical instrument to help cement the City’s commitment to modernize digital service and highlight accountability and responsibility for digital service delivery, with a clear set of priorities that will move the City forward. With the guidance of MNP, the City intends to modernize and enhance the internal and external customer experience, and foster an innovative and transformational culture that aligns with the City’s Strategic Plan. MNP will evaluate the City’s current state against broader industry technology and digital trends in other levels of government, in other countries and in other sectors – identifying what emerging practices and solutions the City could incorporate. MNP’s People, Process and Technology Framework brings together the three foundational elements of successful digital transformation. Guided by this Framework, MNP will ensure that the development of the Digital Strategy is holistic, reflective of the diverse needs of the CAO 14-22 September 6, 2022 Subject: Consulting Services for the Digital Readiness Assessment & Strategy Page 5 community, and prioritizes purposeful business transformation as much as it looks at leading technology. Request for Proposal RFP 2022-2 Digital Readiness Assessment and Strategy was issued by City staff on March 9, 2022 and closed on April 13, 2022 at 12:00 pm. The City received ten submissions. All submissions were checked for compliance to the Mandatory Submission Requirements (Stage I) to proceed to Stage II of the evaluation process. Scores from Stage II, Stage III were added together and proponents were ranked based on their total scores. The proponent that received the highest overall score was MNP. MNP is a market leader in Digital Strategy and Solutions in Canada and experts in Municipal Transformation with extensive experience developing practical, leading edge digital strategies with and for municipalities. Staffing and Engagement Implementing a project of this magnitude will require staff participation from multiple Departments and needs to align with the City’s long term strategic vision. The proposed project team includes senior staff from across the corporation including:  Chief Administrative Officer  Director, City Development & CBO  Director, Corporate Services & City Solicitor  Director, Finance & Treasurer  Director, Operations  Division Head, Information Technology  Division Head, Public Affairs & Corporate Communications  Project Manager, SAP  Supervisor, Public Affairs & Corporate Communications MNP will work with the project team and leadership to define roles and confirm which stakeholder groups, internal and external, to engage with based on their engagement methodology and framework outlined in their proposal. As well, to gain alignment on the future state vision of what the City is hoping to accomplish through process and service modernization. MNP will focus their analysis on how citizens, stakeholders, and partners interact with the City of Pickering, and explore how they choose to do so, as well as their motivations, needs, and challenges. Internal consultations will include Mayor and Members of Council, senior management, and a broad spectrum of business units within the organization. CAO 14-22 September 6, 2022 Subject: Consulting Services for the Digital Readiness Assessment & Strategy Page 6 Readiness Assessment The Readiness Assessment is an exercise to evaluate the current state of the City’s technology environment and identify opportunities to further utilize technology to improve service-related outcomes and identify where costs and efficiencies can be achieved. This will include a people, process, and technical assessment and will identify the City’s digital goals and gaps between the current state and desired future state. In it will also be a review of industry trends to support the summary of current state and future opportunities. Concurrently, the consultant will identify opportunities for early, and high level public engagement, utilizing a variety of digital tools, including the City of Pickering’s online engagement platform, LetsTalkPickering.ca. Feedback and insights derived from community engagement will be key towards developing and shaping the Digital Strategy. To summarize, this stage will include the following:  Stakeholder Engagement Sessions  Raw and Distilled Engagement Data  Industry Trend Analysis  Current State Assessment Report Digital Strategy This digital strategy (the strategy) will be a comprehensive, multi-year-term strategy to look closely at the needs and potential associated with the technology enablement and transformation of City services to digitally enabled services, available online for customers 24/7. The phase will include enhanced community, partner, and organization -wide consultation to identify community priorities, and will identify the key people, process, and technology requirements for becoming a more digitally savvy, digitally capable organization. The phase will identify efficiencies and benefits alongside the investment required to become more service oriented and meet community expectations. The strategy will include a year-by-year budget/investment plan and implementation plan for technology. MNP will develop a prioritized list of capabilities that can help drive digital transformation in our organization, as well as a list of possible service changes, service expansions and service improvements for our various business units.  The strategy will be designed to help execute on future digital transformation projects and identify areas of focus for IT investment (technology and business solution/process), people, funding, and timing necessary to achieve these recommendations .  The strategy will identify guiding digital principles, practices and standards, as well as digital and data literacy requirements.  The strategy will include a clearly defined set of projects and actions related to technology architecture, selection and implementation of technology solutions, digital governance and technology investment that will enable the City to achieve its business objective of becoming a leader in citizen-centred digital services. CAO 14-22 September 6, 2022 Subject: Consulting Services for the Digital Readiness Assessment & Strategy Page 7  The strategy will outline strategic direction setting and alignment recommendations for achieving the City’s digital government vision.  The strategy will include potential cost savings related to digital modernization and the identification of operational efficiencies for both citizen-facing services and internal business processes. The Digital Strategy must offer a clear, realistic, and actionable approach that can be executed over a three-five year timeframe with corresponding budget investments; an approach that supports internal and external service delivery improvements. The City is forecasting that technology and staffing investments will be required post -strategy in preparation for the digital implementation work identified , and these resources will be brought forward for approval in future budgets. To summarize, this stage will include the following:  External Stakeholder Sessions  Future State Vision including Cyber Security Posture  Prioritized Initiatives List  Digital Strategy Report Final Report and Presentation MNP estimates that, from project kick-off, it will take about 26 weeks to complete the project. At that time, the consultant will summarize the strategy and develop a report to present to Council, and be prepared to answer Council and audience-related questions. MNP will:  Prepare and present a key findings report to the staff project team, consisting of representation from Corporate Services, Communications and Finance.  Prepare and present a draft report based on feedback, to the project team.  Refine and present a draft report to CAO and Senior Management.  Finalize and resubmit the report to CAO who will be responsible for bringing this report to Council for review and adoption. Attachment: 1. RFP Proposal and Vendor Selection CAO 14-22 September 6, 2022 Subject: Consulting Services for the Digital Readiness Assessment & Strategy Page 8 Prepared By: Approved/Endorsed By: Mark Guinto Stan Karwowski Division Head, Public Affairs & Director, Finance & Treasurer Corporate Communication Dale Quaife Division Head, Information Technology MG:sm Recommended for the consideration of Pickering City Council Marisa Carpino, M.A. Chief Administrative Officer Original Signed By Original Signed By Original Signed By Original Signed By Wherever business takes you Wendy Gnenz, Partner, MNP Digital Inc. 330 - 340 King Street East Toronto, ON M5A1K8 Wendy.Gnenz@mnp.ca Response to Request for Proposal Digital Readiness Assessment and Strategy April 13, 2022 Attachment #1 to Report CAO 14-22 Wherever business takes you 2 Table of Contents Cover Letter Section 1: About MNP Digital Section 2: MNP Municipal Qualifications, Experience and Methodology Section 3: Our Project Team Section 4: Our Approach to Delivery Section 5: Appendices Schedule B Schedule C Schedule E 03 04 10 23 30 41 42 45 47 Wherever business takes you 3 Dear Kayla Horne, MNP Digital Inc. (MNP) is pleased to present this proposal for services to partner with the City of Pickering to develop a best-in-class Digital Readiness Assessment and Strategy. We would welcome the opportunity to work with you and your community to leverage best practices from across the globe to create a Digital Strategy, Key Findings Report and Summary Feedback Report that upholds your digital goals and stands out as unlike any Digital Strategy in North America. AT MNP, we are passionate about digital transformation and see the development of a Digital Strategy as a key strategic initiative that will guide your community forward on your digital journey. We are a market leader in Digital Strategy and Solutions in Canada and experts in Municipal Transformation; we have extensive experience developing practical, leading edge digital strategies with and for municipalities. Through our work across the country, we have learned what will propel you into the digital future – including the identification and implementation of essential technology solutions, digitization projects, and our experience in using innovation frameworks in order to maximize value with existing and future technology investments. We will start our work by first understanding your current state, current strategic plans and your future goals. We recognize the City of Pickering has previously identified projects: new corporate website, eCommerce platform and integration with other technology platforms, and review of the existing Citizen’s Portal to be more self-serving. We will ensure these projects are part of the overall Digital Strategy and are included during our prioritization of initiatives exercise. We know that creating a strategic Digital Strategy that will exceed your expectations relies on meaningful engagement with your staff, executive leadership, elected officials and your community. We have assembled a team of creative thinkers that possess the passionate and energetic qualities in order to effectively engage with key stakeholders throughout the duration of this project. Our team includes talented, experienced facilitators who care about enabling collaborative, creative engagement processes. We also understand that engaging with the community is essential for successful execution of a Digital Strategy and will therefore create a Digital Governance framework as part of the overall Digital Strategy. Our team has significant experience leading public engagement initiatives, and we would leverage our MNP Stakeholder Engagement Approach for engagement with internal and external stakeholders throughout the duration of the project. Our approach includes design thinking methodology and a wide variety of facilitation techniques to encourage and enable blue sky thinking and divergent thinking, and we will employ our diverse range of data analysis techniques which we will tailor to meet the specific needs of this engagement. MNP is home to a broad range of experts, and we have multiple service lines that are complementary to digital transformation related projects such as this one. We will bring in key subject matter experts (SMEs) from our firm to augment our project team, as well as research and key findings from a scan of global municipalities to ensure the City of Pickering Digital Strategy is truly exceptional.On behalf of our entire team, we want to thank you for considering us for this project and express our excitement about the opportunity to work with the City of Pickering. Yours truly, Wendy Gnenz Partner, MNP Digital 780.733.8605 | Wendy.Gnenz@mnp.ca 330 - 340 King Street East Toronto, ON M5A1K8 Coverletter Rated Criteria D.1Section 1: About MNP Digital 4 •Introduction to MNP •Company Experience and Qualifications •Our Team Wherever business takes you About MNP 5 A history rooted in collaboration We customize every engagement to meet the specific needs of our clients. Our team provides world-class expertise, industry understanding and depth of knowledge, personalized service with “hands-on” partners, and significant value for your invested dollars. We understand how to balance the need for expert opinion and informed facilitation. And by having local, regional, and national expertise in all our markets, we can provide clients with partner-led engagements resulting in the highest caliber of deliverables, produced in the most effective and efficient manner. Our professionals are the driving force behind our success. They continually demonstrate our culture and values, which is integral to the way we conduct business, both internally and externally. As such, MNP has been proud to be recognized for 12 consecutive years as one of the Best Employers in Canada. At MNP, we have a client-centered philosophy and take pride in what we do. This is clearly reflected in the way we deliver services. Our mission is straightforward: For 60 years, MNP has proudly served and responded to the needs of clients in the public, private and not-for-profit sectors. 1000+ Partners 1958 Founded in Brandon MB 125+ Offices across Canada 7100+ Team members 400+ Digital consultants Serving a diverse range of industries in the public, private, and not-for-profit sectors, MNP advises organizations of all sizes. Introducing MNP Digital, the fastest growing service line of MNP’s advisory practice. MNP Digital is a group of highly skilled and curious problem solvers who are committed to guiding, protecting, and enabling our clients along their digital journey. We combine inspiration and expertise to deliver purpose- driven strategies and solutions across a diverse range of industries. From meeting fast-changing customer demands to streamlining operations, being driven by the right digital strategy and fueled by the right technology is critical for organizations that are eager to get ahead – and stay ahead. Made up of over 400 professionals located across Canada, MNP Digital provides a unique mix of strategic advisory and technical expertise to help accelerate digital transformation and deliver long-term value for our clients. At MNP we assist our clients in achieving their goals by identifying needs and providing solutions with timely, professional services.” Wherever business takes you Digital Advisory Understand, anticipate, and accelerate with confidence. Applied Data & Analytics Harness your data to fuel digital transformation. Application Development Upgrade the way you work and captivate your customers. Digital Platforms Boost your growth and productivity using modern platforms and tools. Cyber Security & Privacy Minimize threats and proactively protect your most valuable assets. Cloud Services Gain efficiencies and amplify innovation by leveraging the cloud. Managed IT Services Simplify your IT mandate and focus on what you do best. What we do 6 We combine inspiration and expertise to deliver purpose-driven strategies and solutions. Wherever business takes you Wherever business takes you Diversity, Equity &Inclusion at MNP 7 For more than 60 years, our commitment to diversity, equity and inclusion has spanned our entire firm and is woven into our values, culture and business strategy. We have watched this nation grow and mature - inviting people from all backgrounds to pursue their dreams and create a prosperous life. Over that time, our firm has also grown significantly. Extending from the smallest rural communities to the largest metropolitan centres, every region we serve and every person we connect with offers valuable perspectives, insights, wisdom and values that make our business stronger. We believe that bringing together people with unique perspectives from diverse backgrounds creates a collaborative, innovative and diverse workplace that inspires team members to achieve their career aspirations. We understand there is no single path toward inclusion, nor is there a clear destination. The social and cultural makeup of our national and local communities is constantly changing. With new people come new points of view and new opportunities to see and do things differently — to embrace our differences and develop our strengths together, ensuring our team members and clients feel understood, accepted and represented in the work we do. While we are proud of the progress, we've made in nurturing a diverse and inclusive workplace over the past six decades, we acknowledge it is a journey. Understanding where we are today is integral to our success as a top employer across Canada and in creating an environment where everyone feels respected, embraced and supported. The efficacy of our diversity, equity and inclusion framework requires continually reviewing our workplace demographics. Our framework empowers our team members by providing a meaningful and respectful environment for all clients, co-workers and stakeholders in the community. MNP is a home-grown Canadian firm. With offices from coast to coast, our team members are as diverse as the communities where we live and work. Our Values Regardless of who we are, where we're from or what we believe, everyone at MNP shares one thing in common. We are an organization of deeply held convictions and uncompromising values - from executive leadership to all team members. These foundational tenets are transcendent and instrumental to our firm's success. Everyone at MNP is committed to conducting themselves with humility and respect, delivering quality client service and acting with integrity. Equally, everyone at MNP values diversity. That's non-negotiable. It's embedded in the fabric of who we are. Our Culture It's one thing to declare that diversity, equity and inclusion are important. Quite another to realize their practical expression. Diversity, equity and inclusion reach far beyond tolerance and accommodation. It is a process of seeking and finding the right person for every role — actively pursuing team members and clients who represent different ages, cultures, religions, ethnicities, genders, sexual orientations and lifestyles. And then amplifying the strengths these differences naturally afford to reinforce the core structure of our business. That doesn't mean merely acknowledging the qualities that make people unique. It means celebrating them, too. By surrounding everyone with an atmosphere of empathy and respect, we empower our team members to contribute the best of their whole selves every day — not just in work but in life. Wherever business takes you MNP and the Municipal Sector 8 MNP has experience working with over 750 municipal clients across Canada in the following service areas: Assurance, Enterprise Risk, Consulting, Taxation and Valuations, and Digital Transformation Strategy and Solutions. 500+ MNP team members working with municipalities MNP works with municipal clients in everything from policy development, digital strategy and organizational design to service reviews, enterprise risk management, audits and financial services. Digital Transformation and Innovation Leadership We have a dedicated MNP Digital community of practice with 50+ team members who have worked on digital transformation and innovation projects with municipalities. Municipal Sector Experience and Expertise MNP has a national community of practice that brings together municipality expertise across service areas. MNP’s dedication to the municipal sector is evident in the more than 100% growth over the past 5 years in providing services to municipal clients. Respected Thought Leader in the Municipal Sector MNP is actively involved in collaborative entities such as Municipal World, the Public Sector Network and MISA. Our team members have been speakers and provided papers and podcasts on digital transformation in municipalities. Wherever business takes you Why MNP 99 Leadership in Technology Strategy & Roadmaps In today’s increasingly complex world, being driven by the right technology strategy is critical to helping any organization make better business decisions. We will work closely with you to create a Digital Strategy that will align with your digital trans. Municipal Technology & Innovation Framework MNP has developed a Municipal Technology Framework that outlines leading practices for how municipalities can leverage modern technology to achieve excellence in program and service delivery. Citizens are increasingly asking for digital, interactive and user-friendly services in fast, efficient and user- experience driven environments. MNP has gathered extensive knowledge in understanding how a municipality can meet these needs. We have gained a unique perspective on digital government and leading digital transformation initiatives and activities. MNP has become an experienced leader in the municipal space. MNP has extensive expertise in the municipal space throughout a variety of projects, including but not limited to strategy development, digital transformations, process redesign and technology implementations. Our identified project team members are experts in the digital space and the municipal government environment, and will provide the City with the guidance needed to create a Digital Strategy that will enable organization-wide digital transformation in alignment with your overarching digital goals. Extensive Experience in the Municipal Sector MNP has provided services across various industries for many years resulting in a high level of expertise pertaining to the public sector including engagements for municipalities, municipal districts, townsites, counties and villages. Our experience includes working with a number of Canadian municipalities on innovative, strategic and transformative technology engagements. Our municipal leadership has been formalized in the following frameworks, documents and speaking engagements: •MNP’s Smart Communities White Paper •MNP’s Municipal Technology & Innovation Framework •MNP’s Digital Maturity Framework •Public Sector Network Conference - Local Government Digital Transformation Presenter •Overcoming Digital Transformation Challenges in Local Government •Digital Transformation in Municipalities – live podcast on Municipal World- https://www.municipalworld.com/podcasts/mnp -wendy-gnenz/ The following pages further outline MNP’s Innovation Thought Leadership and our Municipal Technology and Innovation Framework. This framework can be utilized throughout the development of the Digital Strategy, in combination with other related MNP frameworks. Rated Criteria D.1Section 2: MNP Municipal Qualifications, Experience and Methodology 10 Wherever business takes you Our Digital Transformation & Innovation Thought Leadership 11 MNP is a thought leader in the technology space in Canada. Our team of technology experts covers off the entire spectrum of skills that are required to develop an outstanding Digital Strategy, including individuals who are Canadian subject matter experts in privacy, cyber-security, data analytics, cloud technologies, system integrations, hosting, technology vendor management and all aspects of application management. Wendy Gnenz, the Engagement Partner for this project, will leverage this extensive expertise as required for this project. Outlined below are key learnings we have captured over the years regarding digital transformations, innovation, cyber security, and artificial intelligence (AI). Getting Digital ID Management Right While digital IDs pose privacy concerns, they can be an excellent enabler for the broader use of digital systems and services. Undoubtedly, digital IDs open up a world of opportunities to streamline operations for organizations with multiple authentication requirements. Increased Cyber Risks in an Age of Digital Transformation White Paper Almost every organization has blind spots when it comes to cyber security. Key processes and systems are required to identify potential vulnerabilities and cyber threats. MNP’s approach to cyber security helps organizations to mitigate risks. Implementing AI Responsibility with an Ethics Framework Virtually every big organization now has multiple AI systems. That’s why it’s critical for organizations to have a framework for building ethical AI. A framework helps to ensure that AI systems perform in a safe, secure, and reliable way, and that there are safeguards to prevent unintended adverse impacts. MNP Digital’s AI & ML Prioritization Framework Delivers Results At MNP Digital, we use a seven stage AI/ML project delivery process to help our clients avoid obstacles, manage risks, and get the results they want. With proper strategy and opportunity assessments, the risk of an overall program, and program costs, can be effectively managed allowing organizations to achieve their goals. 4 = Tools are fully digitized with the option for human interaction 3 = Partially digital tools with human dominant processes 2 = Human driven process with ad hoc digital tools 1 = Human interaction required with no digital tools available Pre-Approval Average: 3.2 Application Average: 2.4 Closing Average: 1.8 Wherever business takes you 12 MNP’s Municipal Technology & Innovation Framework Municipalities are faced with operating in a period of rapid change and a call by citizens for more open, digital and interactive services. Every city also has significant amounts of valuable data, business solutions and diverse technologies. To better leverage these assets, MNP’s Municipal Technology and Innovation Framework provides a strategic plan for how to meet organizational goals and support technology implementation with a corresponding governance structure. The Framework helps ensure municipalities can meet the technology expectations of today and tomorrow through the utilization of available data to make data-driven decisions. Expectations for municipalities around the world have changed. Citizen Centric Enhance Citizen Experience Municipalities exist to serve the people who live, work and play there. Actively listening to community and consistently examining decisions and options from their perspective will give confidence that municipalities are focused on the right things. Integrated Think Enterprise-wide Business technology provides the most value when the needs and wants of the community and organization are considered collectively. The municipality’s business technology resources are planned, approved, and implemented with an enterprise view in order to achieve strategic and operational objectives. Usable Information Provide Reliable Information Information is a public asset. Municipalities steward this asset for the public good – sharing it transparently, using it for the benefit of all citizens, and managing and protecting it responsibly. The integrity of information is a priority in order to improve strategic and data- driven decision-making. Partnerships Promote Collaboration Municipalities develop partnerships to leverage and enhance the information and technological capabilities of citizens, academic institutions, non-profit organizations, businesses and the community. A thriving and collaborative environment leads to greater opportunity to achieve collective benefit. Innovation Learn And Grow Through Innovation Municipalities create and foster new approaches to business technology that support effective processes and improve where, how, and why citizens interact with local government. Disruptive technology is viewed as an opportunity to learn, grow, and enable the positive transformation of the municipality. Digital Transformation, Technology Governance, and Data and Analytics elements are discussed further on page 13. Wherever business takes you 13 MNP’s Municipal Technology & Innovation Framework Elements of this framework include: Digital Transformation The adoption of innovative digital technology within a municipality to transform the delivery of programs and services for citizens. This involves replacing manual processes with digital processes or replacing older digital technology with newer digital technology. Technology Governance The processes that ensure the effective and efficient use of information technology that enable a municipality to achieve its goals. Data & Analytics The management of data analytics to drive data-driven decision-making. This involves protecting data from unauthorized access and data corruption. MNP understands how business technology is at the core of digital transformation. To achieve progress, municipalities must embrace new ways of delivering programs and services. MNP’s Municipal Technology and Innovation Framework outlines leading practices for leveraging modern technology to continuously improve municipal services. This includes guides, strategies and processes for developing endorsement for open government practises, embracing data-driven decision-making, improving digital citizen engagement and digitizing service delivery. •Data Governance •Digital Strategy & Roadmap •Enterprise Resource Planning (ERP) •Municipal Investment & Prioritization Model •Municipal Technology Risk Management •Organizational Change Management •STEM Partnerships & Internships •Technology Project Management •Artificial Intelligence •Civic Innovation •Design Thinking •Digital Citizen Experience •Hackathons •Integrated Service Delivery •Internet of Things •Robotic Process Automation •Smart Community Strategy •Special Interest Groups & Meet Ups •Analytics Centre of Excellence •Citizen Crowd Sourcing •Cybersecurity •Data Architecture •Data Science & Advanced Analytics •Data Storytelling •Open Data Strategy •Open-Source Framework •Privacy Impact Assessments •Route Optimization Wherever business takes you Cyber Security – Maturity Threat Assessment Framework 14 In an environment of increased digitalization, many organizations find it challenging to protect against many of today’s emerging threats that can originate from various sources, utilizing numerous avenues of attack. Our approach focuses on identifying your key cyber security exposures and reporting on your organization’s overall posture. This includes providing prioritized recommendations to reduce your risk, based on industry accepted practices tailored to your environment. The results of our assessment will enable management to collaborate when making risk management decisions, see the organization from an attacker’s perspective and foster management’s commitment to allocate resources and implement reasonable security solutions. Benefits At the end of this engagement, you will have the following: •Benchmark against cyber security standards •Identification of your key cyber security risks •High-level cyber threat modeling •Prioritized and practical recommendations to reduce your risk The Maturity Threat Assessment component of the Current State Assessment will include the observations from our analysis, a discussion of identified risks, a threat and maturity dashboard (illustrated below), and prioritized recommendations for improvement. Wherever business takes you MNP’s Clients in Digital Solutions (1 of 2) 15 Client Summary of Engagement Engagement Challenge Solution Results City of Ottawa Implementing Data & Analytics to Drive Insight and Optimize Program Delivery Unable to optimize its service delivery or provide the level of insight needed on its stakeholder needs. •Develop a data analytics strategy •Identify high-priority analytics use cases •Address data governance and quality needs through a strategy and plan for data quality and categorization •Developed an enterprise data and analytics platform •Migrated significant data stores through combining agile and low-code development •Knowledge transfer and training were done to set the client departments up for continuous innovation with reporting, dashboarding, and advanced analytics use cases •Long-running analytics issues were addressed City of Vaughan Citizen Experience Transformation Through Digital Strategy Improve the services it provides to its citizens and other members of the community. •Perform an assessment of the current state of citizen services •Establish a foundation for a digital strategy and implementation plan •Provide a vision for the future state of the citizen experience •Developed a roadmap for the deployment of initiatives aimed to enhance citizens’ digital experience •An Innovation program that allows the city to follow a formal and structured approach to innovation City of Ottawa Mobile App Helps Better Engage and Connect Today's Citizens Revisit mobile application strategy and technology to be securely and readily integrated into City systems and data. •Conduct a mobile strategy and technology assessment •Map out options for re-platforming the existing mobile application •New mobile application developed •Better maintainability and support, and ease of adding new services •City services can be scaled based on geo-location City of Lloydminster Business Needs and Current ERP Assessment Conduct a comprehensive review of their Enterprise Resource Planning system to support the organizations’ business technology development. •Review business requirements to understand where challenges with implementation occurred •Evaluate the people, process, and technology impacts of their ERP system and technology strategy and governance •Identified improvement opportunities and MNP is currently building an implementation roadmap for the City of Lloydminster •Improved ERP functionality City of Grande Prairie ERP Assessment and Selection Full assessment and selection of an ERP solution and transformation. •Fuse the City’s procurement process with detailed information previously gathered to co-author the RFP documentation •Complete a financial analysis and develop a model to identify cost- saving estimates •Provided leadership in the selection of an ERP system •Assisted with process and organization design by leveraging experts from other service lines across MNP A sample of MNP’s Digital Solution clients in the Municipal Sector Wherever business takes you MNP’s Clients in Digital Solutions (2 of 2) 16 Client Summary of Engagement Engagement Challenge Solution Results County of Peterborough Service Delivery and Organizational Review Required a service delivery review to identify efficiency and effectiveness improvements to the services that the County provides. •Develop a Technology Strategic Plan that specifies a set of projects and initiatives, laid out year by year •The Technology Strategic Plan and the overall Service Delivery and Organizational Review recommendations assisted the County of Peterborough in becoming more operationally effective and efficient •Enhanced the organization's focus on excellence in quality customer service and alignment of organizational capacity to ongoing strategic priorities County of Peterborough Operational Excellence Through Digital Transformation – 5-Year IT & GIS Strategic Plan Establish a structured approach to digital transformation and develop a 5-year IT and GIS Strategic Plan as part of an overall service delivery and organizational review. •Assess the current state of systems, processes and technology Develop a vision for the future state of technology •Develop a 5-year IT and GIS Strategic Plan that specifies a set of projects and initiatives, laid out year by year, focusing on key areas identified by the County •A 5-year roadmap was developed to improve technology governance, develop staff capacity, leverage GIS more broadly across the organization, enhance systems to improve financial management, and improve functions such as asset management and land development •The County has subsequently engaged MNP to assist with change- facilitation and software selection City of Ottawa Digital Strategy and Smart City Roadmap The City’s approach to innovation was siloed by department and focused heavily on operational improvements versus the desired move to digital services and innovation. •Establish a Smart Cities 2.0 strategy •Develop Digital Services and Data Analytics Strategies to guide their decision-making and find areas that would have the largest impact on citizens •The City confidently makes impactful and efficient investment decisions •The path to innovation is clear •The City is in the process of implementing new digital solutions for their agencies on a new digital cloud platform Township of Cavan Monaghan Digital Modernization Review and Plan Conduct a Technology Modernization Review and develop a 4-year technology modernization plan. •Develop a current state assessment, a future state definition, and a plan to get from the current state to the desired future state •A Modernization plan that specifies a set of projects and initiatives scheduled year by year, including costs •The Township adopted the Modernization Plan with a focus on risk mitigation, operational effectiveness, and improved citizen service •Three overarching strategies were recommended: upgrading infrastructure; rebalancing the application portfolio and strengthening governance A sample of MNP’s Digital Solution clients in the Municipal Sector Wherever business takes you 17 People •Citizen Experience •Civic Partners’ and Stakeholders’ Experience •Employee Experience and Culture •Change Management •Employee Training and Communications Process •Business Processes •Roles and Responsibilities •Reporting •Policies, Procedures, Standards and Directives •Leadership, Management and Governance Digital Innovation and Planning Initiatives MNP’s People, Process and Technology Framework brings together the three foundational elements of successful digital transformation –People, Process, and Technology. Guided by this Framework, MNP will ensure that the development of your Digital Strategy, is holistic, reflective of the diverse needs of the community, and prioritizes purposeful business transformation as much as it looks at leading technology. Technology •Existing Systems, Applications and Technical Tools •Functionality and Integration •Data Governance and Records Management •Business Intelligence and Data Analytics •Security and Privacy ProcessPeople Technology Our Methodology |People, Process & Technology Framework Wherever business takes you 18 01 |Identify Strategic and meaningful engagement is fundamental to the success of this project. MNP will work with you to identify and confirm a comprehensive engagement participant list, and determine the means and frequency of engagement based on the perspectives and information or idea contribution needed from each identified group. In this step, an engagement map is created to determine which individuals and groups to engage with based on the methodology shown below. •Their scope of influence and impact will determine the type and amount of engagement questions each group will be asked to reflect and provide input on. •Engagement sessions are focused on leveraging the materials and methodologies that will result in active and meaningful participation. Session Plans will be created for each engagement to ensure they are appropriately tailored to the group being engaged. Consult Keep Satisfied/Meet Needs Monitor Gather & Share Information Dialogue Engage Closely Inform Provide Information HIGH HIGHLOW LOW Interest of Stakeholder Influence of Stakeholder 02 |Engage MNP uses a variety of methods to engage with people. This variety gives us flexibility to keep participants engaged throughout the entire process. MNP focuses on collaboration. Our approach is inclusive, authentic, treats stakeholders as equals, and focuses on root problem identification. MNP develops engagement activities to best suit the needs of unique stakeholder groups and make use of a diverse array of tools to ensure meaningful engagement. These tools provide the vehicle with which to inform, generate and obtain input, gain acceptance, and onboard engagement participants to a direction forward. 03 |Analyze & Interpret Data is analyzed to understand themes, trends and issues. This includes rating/categorizing responses to identify commonalities or relationships between trends. Results are extrapolated to identify causality and understand correlations, variations and outliers. MNP employs a diverse range of data analysis techniques which we will tailor to meet the specific needs of this project. Sample of Data Analysis Techniques •Cluster Analysis The grouping of observations based on similarities to identify structures. •Cohort Analysis The categorization of data into related groups to measure user behaviour and engagement over time. •Data mining The identification of common themes and patterns within a large set of data, transforming raw data into useable and meaningful information. Sample Engagement Types •Interviews •Individual Reflection •Focus Groups •Workshops •Surveys •Process Mapping •Requirements Gathering Sample Facilitation Methods •Question & Answer •Brainstorming & Reverse Brainstorming •Prototyping •Empathy Mapping •Role Playing •Focused Conversation Model •Group Consensus Model •RACI Responsibilities Matrix MNP’s Stakeholder Engagement ApproachMNP’s Stakeholder Engagement Approach MNP’s Stakeholder Engagement Approach is our formal strategy to engage with people in a meaningful way. MNP will use this methodology, to obtain input into the current state assessment and to facilitate ideation that will contribute to the development of the City’s Digital Strategy. Municipalities often have a complex web of stakeholders, internally and externally. MNP will work with your project team and leadership to confirm which groups, internal and external, to engage with based on the methodology outlined in this framework. Our engagement approach ensures we maximize the value from each encounter to optimize time. Stakeholder Methodology |Engagement Approach Wherever business takes you Stakeholder Methodology |Journey Mapping 19Wherever business takes you User journey mapping and service blueprints allow us to focus our analysis on how citizens, stakeholders and partners interact with the City of Pickering. User journey maps and service blueprints are used to illustrate the citizen and stakeholder experience within the service delivery model. Fundamental to defining the user’s journey is first to understand the user. Persona analysis, empathy mapping, and journey mapping exercises allow us to identify key stakeholder groups engaged with the City and explore how they choose to interact, as well as their motivations, needs, and challenges. We follow a human-centered design approach to design that focuses on engagement, collaboration, and iterative design to define and optimize experiences. Why Human-Centered Design Matters •It teaches you to ask the right questions •It helps you break free from “the way we’ve always done it” approach •It makes user feedback routine •It treats design as a team sport •It focuses on building minimum viable prototypes Empathize Learn about the audience & their needs Ideate Brainstorm & collaborate Test Test ideas & iterate Define Ask the right questions Prototype Create interactive designs 01 03 05 02 04 Wherever business takes you Stakeholder Methodology |Journey Mapping 20Wherever business takes you User journey maps will give us insight into how and why customers engage with the City of Pickering. Our Approach •Existing service delivery documentation review (personas, user journey maps, etc.) •Persona analysis and empathy mapping •User journey mapping (current state and future state analysis) •User needs analysis and research •Prototyping the future service design model Engagement Techniques •Interviews •Focus Groups •Workshops •Ideation Sessions Facilitation Tools •Persona Analysis •Empathy Mapping •Journey Mapping •Prototyping Example: Persona Analysis Example: Journey Map Wherever business takes you 21 Leading threat globally •Cyber crime is a critical organizational risk •Cyber crime affects all industries both small and large •Every organization has unique risks and vulnerabilities Knowledge of the industry •We advise on a broad range of cyber and privacy risks •Built up expertise through more than 20 years of experience working with clients •Local expertise and support across Canada Practical approach •Continuous client involvement and communication •Collaboration with client to ensure understanding and proper assessment of risks identified •Phased approach if necessary to address key concerns and areas of risk Tailored scope •Scope is customized for each client, no two are the same •We provide tailored cyber security and privacy strategies that put the client in control Understanding top threats •Organizations are moving to digital environments to capitalize on new technologies and innovations to deliver business results •They need to ensure that they build and maintain customer trust •We have the experience and insight to identify top threats and define mitigation approaches Wherever business takes you Cyber crime is one of the leading threats globally, making it a critical business risk. A blanket approach to cyber security and privacy is no longer viable; you need to be proactive and prepared. We provide tailored cyber security and privacy strategies to keep you in control by identifying threats early and defining mitigation approaches to effectively protect against them. Methodology |Cyber Security and Privacy Wherever business takes you 22 Strategy & Governance Enable secure digital transformation and innovation What’s at risk? •Brand and reputation •Service commitment fulfillment •Regulations and compliancy •Legal damages (liability/lawsuits) •Intellectual property (IP) •Internal audits •Supply chain/vendor management (third party) Offensive Security Proactively identify and manage vulnerabilities Incident & Threat Management Prepare to respond to threats and incidents with confidence Security Architecture Implementation of cyber technology including managed service in MNP’s Security Operation Center (SOC) Privacy & Data Protection Get insights from data while maintaining customer trust Risk Management Actively identify and manage cyber risks (Health Check) Managed Services Methodology |Cyber Security and Privacy The Power of an Integrated Cyber & Privacy Resiliency Program Rated Criteria D.2Section 3: Our Project Team 23 Wherever business takes you 24 Project Team We’ve assembled the best for this project, with each team member an expert in their own right. By clearly understanding your needs, we have assembled a team of professionals with demonstrated work experience and knowledge. Our proposed team brings the relevant experience and expertise in municipal service delivery and digital transformation leadership needed to design and develop an exceptional Digital Strategy. Note: Team member availability depends on the timeliness of contract negotiation processes. If the timelines change, some team members may no longer be available for the project. If this becomes the case, these team members will be replaced by other team members with equivalent or greater experience for the duration of the engagement. Wendy Gnenz Engagement Partner Paul Witherow Quality Assurance Partner Anne Harvey Project Manager Team Member Municipal Experience Digital Strategy eGovernment Platforms (Amanda, ESRI, SAP) Cyber Security Citizen Engagement Wendy Gnenz  Paul Witherow  Lisa Prentiss  Vivek Baijal  Anne Harvey  Drew Buhr  Kim Cable  Kunal Jain  Lisa Page  Project Team Lisa Prentiss User Experience SME Vivek Baijal GIS/ Asset Management SME Kim Cable SAP SME Drew Buhr Cyber Security SME Kunal Jain Project Analyst Lisa Page Project Analyst Wherever business takes you Wendy Gnenz CMC, CPA, CA Engagement Partner Edmonton, Alberta Wendy Gnenz is a proven innovative strategist and transformation leader with over 25 years of progressively responsible expertise in setting innovative, practical strategic direction for numerous organizations in technology strategic planning, data governance, analytics and artificial intelligence. As a visionary leader, she drives digital transformation through developing, motivating and leadings teams. Described as inspirational, collaborative and intuitive, Wendy is known for her ability to be a growth change catalyst who infuses productive energy to strategically drive transformation and deliver measurable results. With her unique combination of financial and technology expertise, Wendy is able to provide practical business advice to improve and transform businesses. Wendy has experience developing strategies for Digital Transformation Programs including at the following organizations – ATB, Government of Alberta, City of Edmonton, AGLC, Alberta Health Services, Alberta Medical Association. Wendy will act as the primary point of contact for City of Beaumont and will coordinate the supporting team as tasks are completed. She will be accessible to provide strategic technology advice on a broad range. Relevant Experience Digital Transformation Strategy and Business Case (Engagement Partner) Catholic Social Services:July 2021 – December 2021 Service Counter Redesign and Experience Transformation (Engagement Partner) City of North Vancouver: August 2021 – February 2022 ERP Review (Engagement Partner) City of Lloydminster: February 2021 – July 2021 Budget Transformation Assessment and Zero-Based Budgeting Pilot (Engagement Partner) City of Kelowna:October 2020 – August 2021 Financial Management Assessment and Roadmap (Engagement Partner) City of North Vancouver: April 2021 – August 2021 Technology Transformation (City of Edmonton CIO and Digital Transformation Leader) City of Edmonton:October 2017 to September 2019 Led the creation of the City of Edmonton’s Business Technology Strategy, Open Data Program, Smart City Initiatives, Analytics Centre of Excellence and Digital Action Plan 25 Project Team Paul Witherow PMP, CSM, MCP, P2RP Quality Assurance Partner Ottawa, Ontario Paul is a Partner with MNP Digital in Ottawa. He brings over 25 years of industry experience and specializes in leading strategic change initiatives and technology-enabled transformation, largely in the public sector. He works with Federal, Provincial/State and Municipal clients to create digital government experiences that engage citizens, streamline and automate case management processes, enable data-driven decision-making and ultimately make public services more efficient and effective. As MNP’s National Technology Innovation Lead, Paul identifies growth opportunities for new technologies, blending proven experience, vision and strong customer experience focus to develop new products or services for the firm. He is also responsible for the Digital Practice’s Customer Platforms Centre of Expertise which delivers the firm’s Digital Experience, Digital Commerce, Web Content Management, Customer Relationship Management, Customer Analytics and Low Code Application Development and RPA offerings. Relevant Experience Mobile App Development City of Ottawa: January 2021 – present Dynamics 365 Implementation of the Social Eligibility Reporting Vendor Information System (SERVIS) Replacement City of Ottawa: February 2020 – present D365 Grants Management Solution Implementation City of Ottawa: October 2020 – present COVID-19 Facilities Pre-Screening Portal City of Ottawa: March 2021 – May 2021 COVID-19 Case and Contact Management (CCM) Solution City of Ottawa: June 2020 – October 2020 Data Analytics Platform Implementation City of Ottawa: January 2020 – April 2021 COVID-19 Analytics Dashboards City of Ottawa: July 2020 – October 2020 Wherever business takes you 26 Project Team Vivek Baijal GIS/ Asset Management SME Ottawa, Ontario Vivek Baijal is a Senior Manager with MNP’s Technology Solutions group in MNP’s Ottawa office. Drawing on more than 25 years of technology experience, Vivek helps clients improve business performance by implementing technology solutions that are aligned with business strategy and stakeholder interests. Vivek has extensive knowledge and experience in the areas of Technology Solutions and Consulting. He helps client organizations develop and implement technology strategies that enable change by managing the development or selection and implementation of enterprise software. With deep knowledge and experience in requirements definition, systems analysis, software/vendor selection, custom application development, project management and program management, Vivek develops practical solutions and delivers results for his clients. His cross-industry expertise includes Forestry, Natural Resources, Environmental Management, Sustainability, Manufacturing and Distribution, Indigenous, Agriculture, Food Processing, Not-for-Profit, Public Sector, and Utilities. Relevant Experience Work Order/Asset Management and Land Development Permitting Software Selection County of Peterborough: September 2021 – January 2022 Service Delivery Review and Technology Master Plan County of Peterborough: February 2020 – June 2020 Software Procurement SOP & IT Policy Handbook Township of Cavan Monaghan: April 2021 – June 2021 Website and IT Modernization Review Township of Cavan Monaghan : October 2020 – December 2020 Vote Counting Technology Options Analysis City of Toronto: August 2019 – January 2020 Project and Portfolio Management Requirements Analysis Canada Post Corporation: September 2019 – December 2019 Project and Portfolio Management Future State Phase 2 Export Development Canada: May 2018 – October 2018 Lisa Prentiss Citizen Engagement SME Ottawa, Ontario Lisa Prentiss is a Director in MNP’s Digital team MNP’s Ottawa office and leads the Digital Experience solution area. Drawing on more than 20 years of technology experience, Lisa leads clients through digital transformation initiatives, helping them explore the opportunities being digitally focused can bring, finding operational efficiencies, creating new digital experiences, and developing new services and products. Lisa helps simplify the complexity of the changing digital technology landscape to identify solutions that best support the achievement of the organization’s goals and address their stakeholders’ needs and expectations. Lisa applies design thinking approaches to engage stakeholders to explore and understand the challenge the client is trying to solve, looking at it from many perspectives. Lisa has extensive knowledge and experience in the areas of digital marketing strategy, user experience design, customer experience strategy, management consulting, advanced analytics, and Agile project management. Lisa has led numerous large-scale complex technology integrations, specifically related to implementing digital experience platforms, advanced analytics solutions, collaboration environments, Microsoft Dynamics solutions, and enterprise resource planning (ERP) solutions. She melds her strengths in corporate strategy and marketing with her love for technology to bring clients a holistic perspective to digital transformation. She also helps organizations understand the customer journey, define new service delivery models, establish the digital experience and technology roadmap, and implement solutions using agile methods to realize their strategy. Relevant Experience Digital Modernization Roadmap York Region Court Services: March 2021 – October 2021 Drupal Website Implementation Planning City of Ottawa: August 2019 – October 2019 My ServiceOttawa/Digital Services Hub Technology Architecture and Implementation Plan City of Ottawa: December 2018 – June 2019 Service Vaughan Strategy & Implementation Plan City of Vaughan: November 2016 to April 2017 Ottawa.ca & My ServiceOttawa User Experience Design City of Ottawa: July 2017 – December 2017 Wherever business takes you 27 Project Team Kim Cable SAP SME Ottawa, Ontario Kim Cable is a senior consultant in MNP Digital. She has over 25 years consulting experience both in the private sector and in public sector, focused primarily on business process and technology improvement. Kim’s experience and training focuses on process re-design; she has helped transform traditional corporate and government operations to more focused value-added activities, often using technology. Kim helped manage several large engagements requiring her to advise on and execute new business processes, architect and guide change initiatives, then coach and advise senior executives on proposed changes to their organizations. Her experience in business design came through her work with Canada Post Corporation, the Department of Public Works and Government Services Canada, the U.S. Department of Defense, the Treasury Board Secretariat of Canada, and the United States Postal Service. Kim has also worked on numerous SAP projects over the past 25 years and is currently conducting business analysis work on multiple SAP implementation projects with the Canadian Federal Government. Relevant Experience Change Request Management (ChaRM) Project Agriculture and AgriFoods Canada: July 2021 – Present Service Management Business Process Review City of Ottawa: July 2021 – October 2021 SAP Options Analysis Canadian Radio and Telecommunications Commission: December 2020 - present SAP Onboarding Project Veterans’ Affairs Canada/Elections Canada: November 2020 – June 2021 Business Consulting and Web Development Various Small Business Organizations: September 2010 - November 2020 Business Transformation Project Canada Post: June 2000 - December 2002 ePOST International Canada Post: December 1999 – February 2000 Drew Buhr CISSP, CISA, ISO 27001 LA, PCI QSA Cyber Security SME Edmonton, Alberta Drew is the national cyber security assessments lead for MNP. With over 15 years of practical experience, he specializes in cyber security risk assessments, security audits, penetration testing, security strategy and governance, as well as network security architecture, design and operations. He tackles difficult technical security challenges while effectively communicating results to senior management in understandable business language. Drew has a strong technical networking and infrastructure background but focuses his attention on helping clients solve their cyber security challenges related to strategy, governance, risk management as well as compliance. Drew works extensively with clients in the public and private sector to help them better understand their cyber security risk posture, increase their security maturity and reduce risk. This includes clients in a variety of industries, including post-secondary, financial institutions, provincial and municipal government, oil and gas, professional, healthcare, property management, insurance and construction. Relevant Experience Penetration Test Peoples Trust: 2021 - present Cyber Security Assessment and Roadmap CPA Alberta: 2021 - present Cyber Security Risk Assessment Gibson Energy: 2021 Cyber Security Review British Columbia Automobile Association (BCAA): 2021 Cyber Security Strategy and Roadmap ATB Financial: 2021 Penetration Testing and Network Security Architecture Review City of Edmonton: January 2021 – July 2021 Stakeholder and Employee Engagement Leadership Service Alberta: 2020 Maturity Threat Analysis City of Lethbridge: 2018 Wherever business takes you 28 Project Team Anne Harvey MA, BAST Project Manager Edmonton, Alberta Anne Harvey is a Manager with MNP Digital in Edmonton. She is a relationship-oriented leader with extensive experience in the public sector leading multi-disciplinary high-performance teams and managing transformation projects and processes. Anne is passionate about facilitating inclusive engagement to spark collaborative innovation. Anne’s areas of expertise include business strategy, people-centred service delivery design, process development and continuous improvement, change and people management, public and employee engagement, communications management and community development. She is a trusted change and innovation leader and an experienced facilitator and public speaker. Anne has worked in multiple business areas within municipal government, with a constant focus on people and leadership through times of change. From developing a neighbourhood-based community development model in Edmonton to directing corporate wide service design strategy with customer experience top of mind, Anne has gained significant knowledge and experience in working alongside diverse stakeholders and partners, enabling them for future growth and success. Relevant Experience Technology Review Calgary Municipal Land Corporation (CMLC): January 2022 – present Digital Transformation Roadmap Calgary Health Foundation (CHF): December 2021 – present Strategic Communications Management for Culture, Process Change and Engagement Organization:March 2020 – December 2020, August 2021 – December 2021 Service Design, Innovation and Customer Experience Strategy Leadership City of Edmonton: January 2021 – July 2021 Stakeholder and Employee Engagement Leadership City of Edmonton: October 2017 – March 2020 Engagement Design and Facilitation City of Edmonton: October 2011 – December 2021 Lisa Page Project Analyst Edmonton, Alberta Lisa Page is an Analyst in Edmonton’s Digital Advisory practice. Her prior experience includes municipal and non-profit work focusing on customer relations and logistical management. Since joining MNP, Lisa has worked on various engagements in the public and non-profit sector, including Digital Transformation, Technology Modernization, Policy Development, Solution Selection, ERP Evaluation, Financial Management Assessment, and Process Redesign, for mid-scale organizations across Canada. Relevant Experience Digital Transformation Strategy and Business Case Catholic Social Services:July 2021 – December 2021 Service Counter Redesign and Experience Transformation City of North Vancouver: August 2021 – February 2022 ERP Review City of Lloydminster: February 2021 – July 2021 Financial Management Assessment and Roadmap City of North Vancouver: April 2021 – August 2021 Low Value Purchasing Review City of Kelowna: November 2021– January 2022 Edmonton’s Smart Cities Challenge (Business Analyst) City of Edmonton: May 2017 – November 2017 Wherever business takes you 29 Project Team Kunal Jain Project Analyst Toronto, Ontario Kunal Jain is a Consultant in Toronto’s Technology Advisory practice, joining MNP in May of 2021 following with completion of his Master of Science, Management degree from Ivey Business School. Kunal has a bachelor’s degree in Electronics Engineering with internship experiences in telecom and software development industries. His prior experience includes public and private sector work focusing on data analytics, data modeling, data validation, software selection, business analysis, process flows & operations management. Since joining MNP, Kunal has been involved in data analytics dashboard design, cloud migration, ERP evaluation, financial management assessment, and solution selection engagements for mid-scale organizations across Canada. Relevant Experience Requirements Analysis for Key Performance Indicators and Power BI Analytics Dashboard Design Work Safe New Brunswick: June 2021 – September 2021 Business Requirements Analysis and Custom Power BI Analytics Dashboard Design Palliser Insurance: August 2021 – October 2021 Digital Transformation-Vendor Response Analysis City of Toronto: July 2021 Digital Transformation-Asset Management and Land Development Tracking System Process Analysis and System Selection County of Peterborough: September 2021 – January 2022 Financial and Asset Management Analysis and System Selection Delivery Ink – Globe & Mail and Toronto star partnership company: October 2021 – Ongoing Rated Criteria D.3Section 4: Our Approach to Delivery 30 •Our Understanding of Your Requirements •Approach, Workplan and Timeline Wherever business takes you 31 Objectives Modern information technology is a key enabler of transformation initiatives for municipal governments. As such, the City has determined that the development of a City Digital Strategy is required to enable the City to improve service delivery to citizens as well as organizational effectiveness. MNP understands that the purpose of this project is to develop a Digital Strategy which will provide short- and long-term recommendations, including a clearly defined set of projects and actions related to technology architecture, selection and implementation of technology solutions, digital governance and technology investment that will enable the City to achieve its business objective of becoming a leader in citizen-centred digital services. The Strategy will include a year-by-year budget/investment plan and implementation plan for technology and will be based on best practices and benchmarking of similar municipalities. MNP’s approach leverages the methodologies presented on the previous pages and will: •Focus on real requirements, opportunities or “pain points” as articulated by the business and by external stakeholders and on addressing those critical issues. •Ensure that the Strategy is focused on digitization, automation and improved productivity to enhance citizen experience and achieve operational efficiencies. •Ensure that currently planned projects (new website; eCommerce platform, Citizen’s Portal) are funded, designed and aligned to deliver tangible improvements in citizen experience and operational effectiveness; •Ensure that both strategic level issues articulated by “business” stakeholders and operational or system level issues articulated by “functional” users are addressed by the Strategy. •Ensure that the recommended Strategy comprises specific, costed, achievable actions that the City can complete within an agreed upon time horizon. •Establish a digital governance framework that will ensure the successful execution of the Strategy. •Establish a process at the City for maintaining the Strategy on an on-going basis. Our Understanding of Your Requirements Background MNP understands that the City of Pickering strives to be a municipal leader in delivering citizen-centred digital services. In pursuit of this goal, the City is soliciting assistance in the selection and implementation of technology solutions, digitization projects and maximizing value from current and planned technology investments. The City has identified some key technology priorities to enable its digital transformation. These include: the design and implementation of a new corporate website; implementation of an eCommerce platform to integrate with the corporate website as well as its other platforms such as SAP; and potential implementation of a Citizen Portal with self-service capabilities. MNP understands that digital transformation requires the enhancement of IT services that support citizen service as well as internal operations for all nine line of business departments. Wherever business takes you Value Added Services 32 MNP will provide the City with the following value-added services (at no additional cost) to support the development of the City Digital Strategy: Tech Talk – Smart Cities Framework for Engagement and Planning MNP will provide a Smart City seminar for internal and external stakeholders or partners at the City, focused on establishing a strong foundation for leading locally in a digital world. This seminar is designed to provide municipal leaders and their partners with a framework for smart city engagement and planning. The objectives of this informal session will be to provide general technology knowledge and information to staff and executives with a focus on emerging technologies, leading practices and industry trends Leveraging MNP’s Frameworks MNP’s Municipal Technology and Innovation Framework is an accelerator and provides a proven foundation for Municipal digital strategies. It will enable the City and the MNP project team to quickly focus on key issues, design effective governance and align projects in support of the City’s overall objectives. . Wherever business takes you Proposed Approach & Timeline 33 This section (pages 29-36) detail how MNP will complete this project based on the requirements and deliverables outlined in the RFP. MNP is prepared to commence work any time after mid-April. The plan highlights our commitment to developing an effective governance model and managing the project in a collaborative and focused manner in order to provide the greatest value to the City of Pickering and its stakeholders. Foundational to our approach is forming a true partnership with you – a strong working relationship that is rooted in open, honest, and transparent communication and collaboration. We are invested in your success and enabling a project culture of shared innovation, learning and development. Your team’s ability to meaningfully contribute to the development of the Digital Strategy, at every stage, is critical to the overall success of this transformative initiative. Project Phases and Timeline MARCH APRIL MAY JUNE JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER JANUARY Stage 4: Final Report and Presentation Stage 2: Digital Readiness Assessment Stage 1: Kick off and Engagement Strategy Stage 3: Digital Strategy and Report November 2022 Final Presentation to Council Mid-April 2022 Engagement Start Date Ongoing Project Management September 2022 Digital Strategy Report October 2022 Key Findings Report July 2022 Current State Assessment Report November 2022 Key Findings Report Wherever business takes you Proposed Approach &Timeline 34 Our proposed approach is centered around a methodology that is tailored to provide service excellence while remaining flexible in its execution. The approach looks at four major Stages (outlined on the right). Within our approach, we will move systematically between the stages in order to ensure all project objectives are effectively delivered and are grounded in the unique attributes of the City of Pickering. Within our methodology, we place a distinct focus on ensuring shared learning and understanding is achieved. We will remain agile in our approach and navigate between stages as needed in order to ensure a focus on collaboration with identified key stakeholders and engagement groups. Note that activities can occur simultaneously to ensure timelines stay on track and are effectively met. Stage 1 1–2 WEEKS Kick Off and Engagement Strategy 1.Conduct external stakeholder sessions (e.g., key community members, partners) to identify initiatives 2.Develop future state definition including cyber security posture 3.Create weighting system and prioritized initiatives 4.Develop Digital Draft Strategy Report which includes: •Efficiencies, benefits and investment required •Key areas of focus •Digital guiding principles, practices, standards and data literacy requirements •Digital governance framework 5.Review Draft Digital Strategy Report with Key Stakeholders. 6.Revise and finalize Digital Strategy Report External Stakeholder Sessions Future State Vision including Cyber Security Posture Prioritized Initiatives List Digital Strategy Report Stage 3 8–10 WEEKS Digital Strategy and Report 1.Develop Digital Strategy Key Findings Report 2.Present Key Findings Report to selected Council members 3.Present Key Findings Report to project team staff including: •Corporate Services •Communication •Finance 4.Obtain feedback from project team staff and create Summary Feedback Report 5.Present Summary Feedback report to project team 6.Revise and refine Key Findings and Summary Feedback reports to present to CAO and Senior Management Key Findings Report Summary Feedback Report Presentations to Council members, project staff and project team Stage 4 3–4 WEEKS Final Report and Presentation 1.Develop and validate key stakeholder questions to assess digital readiness, digital goals, current strengths and areas for improvement. 2.Execute engagement with key stakeholder groups (to obtain an understanding of current state environment and areas for improvement in order to align with the City of Pickering digital goals. 3.Conduct Cyber Security Maturity Threat Assessment 4.Provide and present stakeholder engagement raw and distilled data with key themes. 5.Conduct industry trend analysis to support the summary of the current state and future state opportunities. 6.Develop Current State Assessment report based on raw and distilled data Stakeholder Engagement Sessions Cyber Maturity Threat Assessment Raw and Distilled Engagement Data Industry Trend Analysis Current State Assessment Report Stage 2 8–10 WEEKS Digital Readiness Assessment 1.Conduct a Project Kick-Off Meeting. 2.Prepare Project Charter and detailed Project Schedule (GANTT) identifying key dates and milestones. 3.Establish Project Governance. 4.Review and analyze existing background documentation, reports and plans. 5.Prepare project kick-off Communications Plan (internal and external) and draft initial communications. 6.Confirm the Stakeholder Engagement Approach and prepare the Engagement Plan, including the identification of cross functional groups within the city such as Senior Management, the Mayor and Members of Council. 7.Within the Stakeholder Engagement approach, identify opportunities to engage with the public using digital tools including LetsTalkPickering.ca Project Kick-Off and Governance Detailed Project Schedule (GANTT) Communications Plan Stakeholder Engagement Approach and Plan Ongoing Project Management Estimated total project hours (MNP hours) = 900 Wherever business takes you Stage 1 Kick Off and Engagement Strategy Detailed Proposed Approach 35 Purpose The objective of Kick Off and Engagement Strategy is to confirm project objectives, scope, resources and approach resulting in a detailed work plan and an understanding of the purpose and execution of the project. This stage will also include the development of a stakeholder engagement plan and project communication plan. Deliverables Project Kick-Off Project Schedule Project Governance Communications Plan Stakeholder Engagement Plan Major Activities &Key Milestones 1.Conduct a Project Kick Off meeting in order to confirm scope of engagement, identify roles and responsibilities and obtain any relevant existing documentation/context. 2.Prepare detailed Project Schedule identifying key dates, activities and milestones. •Determine any internal or external constraints that may adversely impact the project and develop strategies to overcome them. 3.Establish Project Governance. •An effective governance model will be determined to manage the project in a collaborative and focused manner in order to provide the greatest value to the City. •Determine frequency of meetings with Project Committee, Project Sponsor and Project Manager. •Confirm frequency and format of written status reports that will include summary of progress; activities completed; remaining activities and expected delivery of each; and risks, issues, concerns and decisions affecting any aspect of the project. 4.Review and analyze existing background documentation, reports and plans. 5.Confirm Stakeholder Engagement Approach and prepare the Engagement Plan, including the identification of a cross functional group to engage with across the City’s internal and external stakeholders, such as Senior Management, the Mayor, and Members of Council, and various Citizen groups. •Work with Steering Committee to identify key stakeholders to participate in stakeholder engagement for current state understanding and future state vision. •Develop facilitation plans, including identifying effective methods / channels for engagement. •Schedule engagement with key internal and external stakeholder. •Identify opportunities and stages to engage with the public using a variety of digital tools such as Let’sTalkPickering.ca 6.Prepare Communications Plan (internal and external) and draft required materials. •Prepare and deliver any required project communication materials, including Project Introduction, Key Messages, Stakeholder Invitations, etc. •Incorporate the usage of Let’sTalkPickering.ca into the communication plan Supporting Activities &Dependencies Maintain ongoing project management activities. •Ensure alignment with Steering Committee on timelines and interdependencies between the stages. •Ensure timely scheduling of stakeholder interviews and/or focus groups. •Prepare and deliver ongoing written status reports (bi-weekly frequency or as required by Steering Committee). Timeline 1 - 2 WEEKS ~24 HOURS Wherever business takes you Stage 2 Digital Readiness Assessment Detailed Proposed Approach 36 Purpose The objective of Digital Readiness Assessment is to interact with key individuals and groups both internal and external to the City obtain an understanding of current state environment and areas for improvement in order to align with digital goals. Major Activities &Key Milestones 1.Develop and validate key stakeholder questions to assess digital readiness, digital goals, current strengths and areas for improvement. •Key questions will be developed and utilized to help stakeholders create and collaborate on their own ideas. ‘Brain jogger’ questions will be developed in case groups are inactive. •Questions will be framed in order to capture readiness around People, Process and Technical assessments and gaps. •Focus will be on current state technical architecture as well as digital service capabilities •Questions will be tailored towards the specific stakeholder groups, so they are most relevant. 2.Execute engagement with key internal focused stakeholder groups (to obtain an understanding of current state environment and areas for improvement) in order to align with the City of Pickering digital goals. •Sessions may occur in a variety of methods, both in-person and online, to best fit the stakeholder group needs. •This engagement will look for operational efficiencies with citizen facing services, and internal business processes which emphasize digitization, automation and improved productivity. •Examples of methods may include Zoom, polls, email, City website, meetings, boards, digital kiosks and other creative / innovate channels as identified in the stakeholder engagement plan. •Sessions will be held with all 9 departments and the CAO’s office 3.Conduct Cyber Security Maturity Assessment. Conduct a cyber- security assessment to assess gaps in firewalls, equipment configuration, and the presence of depreciated protocols. 4.Provide and present stakeholders raw and distilled data with key theme and opportunities. •MNP will remove personal identifiers from raw data, to a reasonable extent, to maintain stakeholder privacy and confidentiality. 4.Conduct industry trend analysis to support the summary of the current state and future state opportunities. Research and review other City digital strategies at the global level. 5.Develop Current State Assessment report based on raw and distilled data. •Review Current State Assessment report with key stakeholders and make revisions based on stakeholder feedback Supporting Activities &Dependencies Stakeholder availability. •Successful completion of this stage of work is dependent on the availability and participation of key stakeholders identified by the City. Deliverables Stakeholder Engagement Sessions Raw and Distilled Engagement Data Industry Trend Analysis Current State Assessment Report Timeline 8 –10 WEEKS ~260 HOURS Wherever business takes you Stage 3 Digital Strategy and Report Detailed Proposed Approach 37 Purpose The objective of this stage of the project is to conduct external stakeholder sessions, develop future state definition and complete a Digital Strategy Report which will include efficiencies, benefits, investments required and key areas of focus. Major Activities &Key Milestones 1.Conduct external stakeholder sessions (e.g., key community members, partners) to identify initiatives •Includes extensive community, partner and organization-wide consultation to identify and highlight community priorities. •Identify initiatives towards Digital Strategy goals through stakeholder sessions •Identify possible services changes, services expansions and service improvements based on stakeholder session feedback •Examples of methods may include Zoom, polls, email, City website, meetings, boards, digital kiosks and other creative / innovate channels as identified in the stakeholder engagement plan. 2.Develop Future State Definition •Based on stakeholder sessions, clarify and define the future state definition towards becoming a more digital savvy and capable organization. •Design future Cyber Security Posture 3.Create Weighting System and Prioritized Initiatives •Include previously identified projects in list of initiatives which are: new corporate website, eCommerce platform that integrates with new website and other platforms (e.g. SAP), and explore opportunities for new Citizen Portal solution with self-serve municipal service options. •Identify prioritization criteria and apply to initiatives 4.Develop Draft Digital Strategy Report •Includes future digital transformation projects and focus areas for IT investments as well as overall efficiencies, benefits related to digital goals •Includes recommendations related to network infrastructure and security •Digital guiding principles, practices, standards and data literacy requirements •Outlines strategic direction as well as potential cost savings related to digital modernization and identification of operational efficiencies for citizen and internal business processes. •Includes a Digital governance framework which will outline key roles and responsibilities as well as change management needs to support the City’s future digital presence. 5.Review, validate and Draft Strategy Report with key stakeholders. 6.Revise and Finalize Digital Strategy Report. •Digital Strategy Report to be completed September 2022. Supporting Activities &Dependencies Review, validate and finalize Digital Strategy Report. •MNP will facilitate one review cycle of Digital Strategy report and make revisions as required before moving into the next stage of work. Deliverables External Stakeholder Sessions Future State Vision including Cyber Security Posture Prioritized Initiatives List Digital Strategy Report Timeline 8 – 10 WEEKS ~524 HOURS Wherever business takes you Phase 4 Final Report and Presentation Detailed Proposed Approach 38 Purpose The objective of this phase of the project is to draft and finalize a Key Findings Report based on the Digital Strategy as well as a Summary Feedback report which is based on input from the project team and Council members. The final reports will be delivered to the CAO for presentation to Council. Major Activities &Key Milestones 1.Develop a Summary Key Findings Report •The Summary Key Findings Report will be a summary of the most relevant points of the Digital Strategy report and will be completed in Microsoft PowerPoint. •The intent of the Summary Key Findings Report is to be used as a communication tool for presenting over all Digital Strategy concepts and results. •The Summary Key Findings Report can be customized based on the audience for presentations. 2.Present Key Findings Report to Council Members •This will be done in a dynamic presentation style to the Council Members who were identified as part of the stakeholder engagement plan 3.Present Key Findings Report to Project Team •The Project Team will include staff members from Corporate Services, Communications and Finance 4.Obtain feedback from project team staff and create Summary Feedback Report •Facilitate an easy mechanism to receive feedback on the Key Findings report (e.g. survey or questionnaire) •A Summary Feedback report will be created based on survey/questionnaire results 5.Present Summary Feedback to Project Team 6.Revise and Refine Feedback Report 7.Presentations to CAO and Senior Management •Present Key Findings Report and Summary Feedback Report to CAO and Senior Management in order obtain their feedback •Conduct one round of revisions based on feedback from the presentation •Finalize the Key Findings and Summary Feedback reports and deliver to CAO who will be presenting to Council for final review and adoption. Supporting Activities &Dependencies Review, validate and finalize Reports. •MNP will present Key Findings Report to Council and Project team members. MNP will look to the City for support in ensuring members are available for these presentations. •MNP can support the City with the final review and adoption with Council as needed. Deliverables Key Findings Report Summary Feedback Report Presentations to Council members, project staff and project team Timeline 3 – 4 WEEKS ~90 HOURS Wherever business takes you 39Wherever business takes you 39 What we need from you Designate a Project Authority The City will designate a Project Authority who will be the main point of contact for MNP and will be responsible for organizing and scheduling City resources for this project. Participate in Designated Meetings and/or Interviews MNP will be scheduling interviews/meetings and focus groups as part our stakeholder engagement plan. These meetings will be cross-organizational wide within City staff. The key assumption is that City Staff will be able to participate in scheduled sessions in order to adhere to project timelines. Provide Background Supporting Documentation As Required MNP will request background documentation in order to complete a comprehensive Current State Assessment Report. Communicate and Share information as Requested MNP will create a project communication plan and will draft up key messages. MNP will request assistance from City stakeholders in order to help share key communication messages. Review and Provide Feedback on Draft Deliverables MNP will request feedback be provided in a timeline manner in order to meet key project deadlines. Key Assumptions and Responsibilities regarding City Staff Wherever business takes you 40 Meaningful: Communications contain only the information that is essential to deliver the objective of the message. Open: Communications need to be open and transparent, or we risk missing out on the real objectives. Balanced: There is such a thing as too much communication. We will need to strike the right balance between communicating effectively and reducing productivity. Fundamentals of Communications Quality Assurance Our approach ensures these through: Weekly meetings to review project status and issues Daily “stand-ups” with all project teams during iterative phases to set the tone, review progress, highlight blocking issues All levels of project leadership in the governance model are aligned with a Perth County counterpart to facilitate frequent conversations and touchpoints that ensure all groups remain on the same page MNP assigns a Quality Assurance Partner to all projects They are responsible for the quality of deliverables and the processes used to achieve those deliverables. Our approach focuses on assessing process quality to identify ineffective processes. This approach reduces risk and cost for Perth County by identifying process strengths and weaknesses and facilitating action plans to improve. At a high level, quality assurance includes: Assessments of project plans and charters Compliance reviews Final sign-off on the relative proposed scope, approach, plan, and project resources Periodic reviews of project schedule and progress Risk management Conducting formal quality assurance process (QAP) review sessions Follow-up to ensure the QAP risk mitigation strategies and action items have been executed Review and sign-off on significant deliverables Traditional Methods Steering Committee Meetings MNP will conduct weekly progress reporting across the entire project to ensure all stakeholders have frequent checks on its overall status. A progress report provides a high-level view into the status and health of the project. MNP’s standard progress report includes the following: Summary of activities completed last week Activities planned for next week Risks, Actions, Issues, or Decisions that need to be made for the team to move forward Status check on all major deliverables and activities per project phase Through regularly scheduled Steering Committee meetings we will be able to review the progress made towards each deliverable and received ongoing input and feedback into their development to ensure the final output aligns with the overall strategic goals and vision for the organization. Managing Risk Risk Profiles Managing risk is a critical element of laying the foundation for success in a project. It is integral to identify, assess, and mitigate risk to achieve organizational priorities, goals, and objectives. As part of the project planning and in its delivery, MNP will identify, anticipate, and manage areas of actual and potential risk. Rigorous project management activities will address any challenges encountered Risks and issues will be reported as part of regular status reporting and will be presented with mitigation strategies and owners Within the project manager’s set of duties, a formal Action, Issue, Risk, Change, Decision log will be kept current for effective reporting and health checks The following groupings are used to profile risks: Strategic Stems from poor strategic decisions, substandard decision execution, inadequate resource allocation, or failure to respond to changes in the business environment Financial Leads to potential monetary cost to the organization Operational Associated with inefficiencies in business processes which incur added cost and work effort or may hinder the provision of services Employee Employee behaviours exposing risks which lead to a lack of knowledge management and counterproductive practices Reputational Impact the organization’s image and its critical role within society or with stakeholders. Risks are profiled, evaluated, and assigned an inherent risk rating based on Likelihood and Impact. Perth County will determine their risk appetite and any risks that exceed this will require a mitigation strategy. Progress Reporting Risk ManagementCommunication and Quality Assurance Appendices 41 Wherever business takes you 42Wherever business takes you 42 Appendix B: Form of Submission Full Legal Name of Proponent:MNP Digital Inc. Any other relevant name under which Proponent carries on business N/A Street Address:MNP Tower, Suite 1600, 10235 101 Street NW City, Province/ State:Edmonton, AB Postal Code: T5J 3G1 Phone number:780.451.4406 Fax number:N/A Company Website (if any): https://mnpdigital.ca/ Proponent Contact Name and Title: Wendy Gnenz, Partner Proponent Contact Phone:780.733.8605 Proponent Contact Fax:N/A Email Address:Wendy.Gnenz@mnp.ca 1. Proponent Information Please fill out the following form, naming one person to be the Proponent’s contact for the Request for Proposal process and for any clarifications or communication that might be necessary. 2. Acknowledgement of Non-binding Procurement Process The Proponent acknowledges that the Request for Proposals process will be governed by the terms and conditions of the Request for Proposals, and that, among other things, such terms and conditions confirm that this procurement process does not constitute a formal, legally binding bidding process (and for greater certainty, does not give rise to a Contract A bidding process contract), and that no legal relationship or obligation regarding the procurement of any good or service will be created between the City and the Proponent unless and until the City and the Proponent execute a written agreement for the Deliverables. Wherever business takes you 43Wherever business takes you 43 Appendix B: Form of Submission 3. Ability to Provide Deliverables The Proponent has carefully examined the Request for Proposals documents and has a clear and comprehensive knowledge of the Deliverables required. The Proponent represents and warrants its ability to provide the Deliverables in accordance with the requirements of the Request for Proposals for the rates set out in the completed Pricing Form (Appendix C). 4. Non-binding Pricing The Proponent has submitted its pricing in accordance with the instructions in the Request for Proposals and in the Pricing Form (Appendix C). The Proponent confirms that the pricing information provided is accurate. The Proponent acknowledges that any inaccurate misleading or incomplete information, including withdrawn or altered pricing, could adversely impact the acceptance of its proposal or its eligibility for future work. 5. Addenda The Proponent is deemed to have read and accepted all addenda issued by the City prior to the Deadline for Issuing Addenda. The onus is on Proponent to make any necessary amendments to their bid based on the addenda. The Proponent is requested to confirm that it has received all addenda by listing the addenda numbers, or if no addenda were issued by writing the word “None”, on the following line: #1, #2 6. No Prohibited Conduct The Proponent declares that it has not engaged in any conduct prohibited by this Request for Proposals. 7. Conflict of Interest For the purposes of this Request for Proposals, the term “Conflict of Interest” includes, but is not limited to, any situation or circumstance where: (a) in relation to the Request for Proposals process, the Proponent has an unfair advantage or engages in conduct, directly or indirectly, that may give it an unfair advantage, including but not limited to (i) having, or having access to, confidential information of the City in the preparation of its proposal that is not available to other proponents, (ii) communicating with any person with a view to influencing preferred treatment in the Request for Proposals process (including but not limited to the lobbying of decision makers involved in the Request for Proposals process), or (iii) engaging in conduct that compromises, or could be seen to compromise, the integrity of the open and competitive Request for Proposals process or render that process non-competitive or unfair; or (b) in relation to the performance of its contractual obligations under a contract for the Deliverables, the Proponent’s other commitments, relationships or financial interests (i) could, or could be seen to, exercise an improper influence over the objective, unbiased and impartial exercise of its independent judgement, or (ii) could, or could be seen to, compromise, impair or be incompatible with the effective performance of its contractual obligations. Wherever business takes you 44Wherever business takes you 44 Appendix B: Form of Submission If the box below is left blank, the Proponent will be deemed to declare that (a) there was no Conflict of Interest in preparing its proposal; and (b) there is no foreseeable Conflict of Interest in performing the contractual obligations contemplated in the Request for Proposals. If the Proponent declares an actual or potential Conflict of Interest by marking the box above, the Proponent must set out below details of the actual or potential Conflict of Interest: 8. Disclosure of Information The Proponent hereby agrees that any information provided in this proposal, even if it is identified as being supplied in confidence, may be disclosed where required by law or by order of a court or tribunal. The Proponent hereby consents to the disclosure, on a confidential basis, of this proposal by the City to the advisers retained by the City to advise or assist with the Request for Proposals process, including with respect to the evaluation this proposal. The Proponent declares that there is an actual or potential Conflict of Interest relating to the preparation of its proposal, and/or the Proponent foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in the Request for Proposals. Signature of Witness Name of Witness Vivek Baijal Signature of Proponent Representative Name of Proponent Representative Wendy Gnenz Title of Proponent Representative Partner Date April 08, 2022 I have the authority to bind the Proponent. Wherever business takes you As a professional services firm, MNP understands your need to maximize value for the fees that you pay. We strive to keep fees at the lowest possible level consistent with high professional standards and top-quality service. These fees are based on the professionals assigned to the engagement and our commitment to timely and efficient service delivery. Our fees include travel costs. Based on our current understating of your requirements, MNP’s estimated professional fees to conduct this engagement are $159,000. Our fee estimate is presented in Canadian dollars and excludes any applicable taxes. MNP’s Timeline/Milestones for Billing MNP will provide the City with a monthly invoice that reflects milestones achieved as well as progress made towards the completion of project milestones in alignment to the Key Activities and Project Milestones identified in this proposal. 45Wherever business takes you 45 Appendix C: Pricing Form Pricing Table #1: Professional Fees- Principal, 1st, 2nd and 3rd Associate Team Member Proponent to indicate title Estimated Hours Hourly Rate ($) Extended Price Estimated Hourly Rate x Hourly Rate Principal - Anne Harvey Project Manager & Municipal SME 384 $170.00 $65,280 1st – Associate - Lisa Prentiss User Experience SME 200 $170.00 $34,000 2nd Associate - Vivek Baijal GIS/ Asset Management SME 200 $170.00 $34,000 3rd Associate – Kunal Jain Project Analyst 200 $128.60 $25,720 Additional Staff Proponent to Indicate title Hourly Rate 4th Associate – Drew Buhr Cyber Security SME $170 5th Associate – Kim Cable SAP SME $170 We do not want fees to be a barrier preventing our selection as your service partner. If our fee proposal differs significantly from your expectations, we would be pleased to meet with you to reconcile the differences in detail so that fees are not a factor in your decision to engage us for this project. Wherever business takes you 46Wherever business takes you 46 Assumptions MNP Team. In addition to the individuals named in the Pricing Table #1, effort will be put in by the Engagement Partner, our SAP SME and our Cyber Security SME. MNP Hours and Price. MNP will deliver this engagement for an all-inclusive price of $159,000 plus taxes. The effort for each of the MNP team members may differ from the hours listed in the pricing form. Designate a Project Authority. The City will designate a Project Authority who will be the main point of contact for MNP and will be responsible for organizing, scheduling and providing access to City resources for this project. Level of Detail.The deliverables we produce will be at a level of detail sufficient to support policy decisions regarding technology directions and a program of technology transformation. The deliverables are not intended to be a software or equipment specification to be used for development, configuration or installation activities. Timeline dependent on availability of City stakeholders.The timeline for the completion of the engagement is dependent on the availability of City and External stakeholders for interviews, workshops and deliverable reviews. If City and External stakeholders are unavailable, project timelines will be adjusted accordingly. Access to Information and Infrastructure.MNP has assumed that the City shall provide, in a timely manner, all supporting information necessary for MNP to perform its responsibilities. This will include reviews of existing systems and processes and documentation. The City will be responsible for leading the identification of external stakeholders and assisting MNP contact them for information. Travel. Travel by the MNP team to the City will be limited to the following: Engagement Partner – 2 trips/3 days on-site; Project Manager/Municipal SME – 2 trips/6days onsite. One of our Project Analysts can be available for on-site work as needed. Interviews and Workshops. MNP has assumed that some of the interviews and workshops will take place remotely via Web conferencing in keeping with the number of on-site visits listed above. Scope Management.MNP will manage the scope of the project closely. We will proactively communicate any perceived issues that may impact the scope of the project through a Scope Change Request form and seek City approval prior to undertaking any further work related to the issue. Wherever business takes you 47 Appendix E: References Wherever business takes you Company Name Peterborough County City of Guelph Township of Cavan Monaghan City of Edmonton Company Address 470 Water Street Peterborough ON K9H 3M3 1 Carden Street Guelph ON N1H 3A1 988 County Road 10 Millbrook ON L0A 1G0 1 Sir Winston Churchill Sq Edmonton AB T5J 2R7 Contact Name SHERIDAN GRAHAM Chief Administrative Officer DAVID BOYLE Manager of IT Infrastructure Operations- Corporate Services BRIGID AYOTTE Economic & Community Development Co-ordinator DARYL CROFT Chief Information Officer Contact Telephone Number 705-743-0380 ext. 2500 519-822-1260 ext. 2311 705-932-9339 780-293-8910 Date Work Undertaken February 2020 – June 2020 10 years October 2020 – December 2020 October 2017 to September 2019 Nature of Assignment Service Delivery Review and IT Master Plan PCI Compliancy, Security Assessments and Solutions, Data Roadmap and Data Migration Pilot Website & IT Modernization Review & Plan, Software Procurement SOP & IT Policy Handbook Business Technology Strategy Artifacts •Organizational and Service Delivery Review •IT & GIS Five Year Strategic Plan •Public Works Service Delivery Review •Software Selection Due to the nature of the client agreement, we are unable to share artifacts at this time. •Website and IT Service Delivery and Modernization Review •Smart City Strategy •Open Data Strategy •Edmonton's Digital Action Plan •Business Technology Strategy