HomeMy WebLinkAboutContract 58282CITY OF FORT WORTH
COOPERATIVE PURCHASE AGREEMENT
This Cooperative Purchase Agreement (“Agreement”) is entered into by and between DG
Investment Intermediate Holdings 2, Inc dba Convergint Technologies LLC (“Vendor”) and the
City of Fort Worth, (“City”), a Texas home rule municipality.
The Cooperative Purchase Agreement includes the following documents which shall be construed in the
order of precedence in which they are listed:
1.This Cooperative Purchase Agreement;
2. Exhibit A – Seller’s Quote, Scope of Services or Purchase Order;
3. Exhibit B – Cooperative Agency Contract Omnia R220702 and
4. Exhibit C – Conflict of Interest Questionnaire
Exhibits A, B, and C, which are attached hereto and incorporated herein, are made a part of this
Agreement for all purposes. Vendor agrees to provide City with the services and goods included in
Exhibit A pursuant to the terms and conditions of this Cooperative Purchase Agreement, including all
exhibits thereto.
City shall pay Vendor in accordance with the fee schedule in Exhibit A and in accordance with
the provisions of this Agreement. Total payment made under this Agreement for the first year by City
shall not exceed One Hundred Thousand Dollars ($100,000). Vendor shall not provide any additional
items or services or bill for expenses incurred for City not specified by this Agreement unless City
requests and approves in writing the additional costs for such services. City shall not be liable for any
additional expenses of Vendor not specified by this Agreement unless City first approves such expenses
in writing.
The term of this Agreement is effective beginning on the date signed by the Assistant City
Manager below ("Effective Date") and expires on March 31, 2023. The City shall be able to renew this
agreement for four (4) one-year renewal options by written agreement of the parties.
Vendor agrees that City shall, until the expiration of three (3) years after final payment under this
Agreement, or the final conclusion of any audit commenced during the said three years, have access to
and the right to examine at reasonable times any directly pertinent books, documents, papers and records,
including, but not limited to, all electronic records, of Vendor involving transactions relating to this
Agreement at no additional cost to City. Vendor agrees that City shall have access during normal
working hours to all necessary Vendor facilities and shall be provided adequate and appropriate work
space in order to conduct audits in compliance with the provisions of this section. City shall give Vendor
reasonable advance notice of intended audits.
Notices required pursuant to the provisions of this Agreement shall be conclusively determined
to have been delivered when (1) hand-delivered to the other party, its agents, employees, servants or
representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3)
received by the other party by United States Mail, registered, return receipt requested, addressed as
follows:
CSC No. 58282
To CITY:
City of Fort Worth
Attn: Fernando Costa, Assistant City Manager
200 Texas Street
Fort Worth, TX 76102-6314
Facsimile: (817) 392-8654
With copy to Fort Worth City Attorney’s Office at
same address
To VENDOR:
Convergint Technologies, LLC
Mike Mathes, Executive Vice President
Address:
Commerce Drive
Schaumburg, IL 60173
Facsimile: 714-546-2457
The undersigned represents and warrants that he or she has the power and authority to execute this
Agreement and bind the respective Vendor.
CITY OF FORT WORTH:
By: ___________________________
Name: Fernando Costa
Title: Assistant City Manager
Date:
APPROVAL RECOMMENDED:
By: ______________________________
Name: Robert Alldredge
Title: Exec. Assistant Chief
ATTEST:
By: ______________________________
Name: Jannette Goodall
Title: City Secretary
CONTRACT COMPLIANCE MANAGER:
By signing I acknowledge that I am the person
responsible for the monitoring and administration
of this contract, including ensuring all performance
and reporting requirements.
By: ______________________________
Name: Sasha Kane
Title: Sr Contract Compliance Spec
APPROVED AS TO FORM AND LEGALITY:
By: ______________________________
Name: Jessika Williams
Title: Assistant City Attorney
CONTRACT AUTHORIZATION:
M&C: N/A
VENDOR:
Convergint Technologies, LLC
By:
Name: Mike Mathes
Title: Executive Vice President
Date:
Sasha Kane (Oct 18, 2022 11:33 CDT)
Robert Alldredge (Oct 19, 2022 16:45 CDT)
Jannette S. Goodall (Oct 20, 2022 08:30 CDT)
Jannette S. Goodall
OMNIA Catalog R220702, Pricing 07/01/22 to 06/30/23, Convergint
Catalog Tab and Line Numbers Provided
Catalog Tab
Catalog
Line # Catalog P/N Description
Catalog
Price
Milestone 31166 XPCODL
XPROTECT CORPORATE DEVICE CHANNEL LICENS 312.56
Milestone 30979 MCPR‐Y5XPCODL Software, Care Plan, 5Year, XPOCDL 86.45
Milestone 30932 MCPR‐Y3XPCODL Software, Care Plan, 3Year, XPCODL 57.00
Milestone 30880 MCPR‐Y2XPCODL Software, Care Plan, 2Year, XPCODL 40.85
Milestone 31369 YXPCODL 1YR Care Plus FOR XPCODL DEVICE CHANNEL 57.00
Milestone 30604 DXPCODL
One day Care Plus for XProtect Corporate Device License‐35 0.16
Windy City 42320 555630 24‐4P Overall Solid Plenum C5E Wht Jkt 781.91
Labor Rates 5 M‐F 8:30am‐5:00pm Labor, Installer, Mon‐Fri, 8:30AM‐5:00PM 139.07
Labor Rates 6 M‐F 8:30am‐5:00pm Labor, Project Foreman, Mon‐Fri, 8:30AM‐5:00PM 139.07
Labor Rates 7 M‐F 8:30am‐5:00pm Labor Specialist, Mon‐Fri, 8:30AM‐5:00PM 139.07
Labor Rates 8 M‐F 8:30am‐5:00pm Labor, Project Manager, Mon‐Fri, 8:30AM‐5:00PM 170.47
Labor Rates 9 M‐F 8:30am‐5:00pm Labor, Engineer, Mon‐Fri, 8:30AM‐5:00PM 170.47
Labor Rates 10 M‐F 8:30am‐5:00pm Labor, CAD/Drafter, Mon‐Fri, 8:30AM‐5:00PM 112.15
Labor Rates 11 M‐F 8:30am‐5:00pm Labor, Program Manager, Mon‐Fri, 8:30AM‐5:00PM 188.41
Labor Rates 12 M‐F 8:30am‐5:00pm Labor, Service Coordinator, Mon‐Fri, 8:30AM‐5:00PM 94.21
Labor Rates 13 M‐F 8:30am‐5:00pm Labor, Service Manager, Mon‐Fri, 8:30AM‐5:00PM 170.47
Labor Rates 14 M‐F 8:30am‐5:00pm Labor, Service Technician, Mon‐Fri, 8:30AM‐5:00PM 148.04
Labor Rates 15 M‐F 8:30am‐5:00pm Labor, Software Engineer, Mon‐Fri, 8:30AM‐5:00PM 170.47
Labor Rates 16 M‐F 8:30am‐5:00pm Labor, Subject Matter Expert, Mon‐Fri, 8:30AM‐5:00PM 237.76
Labor Rates 17 M‐F 8:30am‐5:00pm Labor, Professional Services, Mon‐Fri, 8:30AM‐5:00PM 174.96
Labor Rates 19 M‐F 8:30am‐5:00pm Labor, Principal Consultant, Cyber Security, Mon‐Fri, 8:30AM‐5:00PM 410.54
Labor Rates 20 M‐F 8:30am‐5:00pm Labor, Senior Consultant, Cyber Security, Mon‐Fri, 8:30AM‐5:00PM 338.09
Labor Rates 21 M‐F 8:30am‐5:00pm Labor, Associate Consultant, Cyber Security, Mon‐Fri, 8:30AM‐5:00PM 265.64
Labor Rates 5 Afterhours/Overtime Labor, Installer, Mon‐Fri, Afterhours/Overtime $ 195.14
Labor Rates 6 Afterhours/Overtime Labor, Project Foreman, Mon‐Fri, Afterhours/Overtime $ 208.60
Labor Rates 7 Afterhours/Overtime Labor Specialist, Afterhours/Overtime $ 208.60
Labor Rates 8 Afterhours/Overtime Labor, Project Manager, Afterhours/Overtime $ 255.71
Labor Rates 9 Afterhours/Overtime Labor, Engineer, Afterhours/Overtime $ 255.71
Labor Rates 10 Afterhours/Overtime Labor, CAD/Drafter, Afterhours/Overtime $ 168.23
Labor Rates 11 Afterhours/Overtime Labor, Program Manager, Afterhours/Overtime $ 282.62
Labor Rates 12 Afterhours/Overtime Labor, Service Coordinator, Afterhours/Overtime $ 141.31
Labor Rates 13 Afterhours/Overtime Labor, Service Manager, Afterhours/Overtime $ 255.71
Labor Rates 14 Afterhours/Overtime
Labor, Service Technician, Afterhours/Overtime $ 222.06
Labor Rates 15 Afterhours/Overtime Labor, Software Engineer, Afterhours/Overtime $ 255.71
Labor Rates 16 Afterhours/Overtime Labor, Subject Matter Expert, Afterhours/Overtime $ 356.64
Labor Rates 17 Afterhours/Overtime Labor, Professional Services, Afterhours/Overtime $ 262.43
Labor Rates 19 Afterhours/Overtime Labor, Principal Consultant, Afterhours/Overtime $ 615.81
Labor Rates 20 Afterhours/Overtime
Labor, Senior Consultant, Afterhours/Overtime $ 507.13
Labor Rates 21 Afterhours/Overtime Labor, Associate Consultant, Afterhours/Overtime $ 398.46
OMNIA contract active 4/1/22 thru 3/31/25 2 options to renew thru 2027
https://www.convergint.com/wp‐content/uploads/2022/03/22‐07_Facility‐Technology‐and‐Security_Convergint_MA_redacted_2022_04_011.pdf
Exhibit A
Region 4 Education Service Center (ESC)
Contract # R220702
for
Facility Technology Integration & Security System Services
with
Convergint Technologies LLC
Effective: April 1, 2022
Exhibit B
The following documents comprise the executed contract between the
Region 4 Education Service Center and Convergint Technologies LLC,
effective April 1, 2022:
I. Vendor Contract and Signature Form
II. Supplier’s Response to the RFP, incorporated by reference
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CONTRACT
This Contract (“Contract”) is made as of April 1, 2022 by and between Convergint Technologies
LLC (“Contractor”) and Region 4 Education Service Center (“Region 4 ESC”) for the purchase of
Facility Technology Integration & Security System Services (“the products and services”).
RECITALS
WHEREAS, Region 4 ESC issued Request for Proposals Number R22-07 for Facility Technology
Integration & Security System Services (“RFP”), to which Contractor provided a response
(“Proposal”); and
WHEREAS, Region 4 ESC selected Contractor’s Proposal and wishes to engage Contractor in
providing the services/materials described in the RFP and Proposal;
WHEREAS, both parties agree and understand the following pages will constitute the Contract
between the Contractor and Region 4 ESC, having its principal place of business at 7145 West
Tidwell Road, Houston, TX 77092.
WHEREAS, Contractor included, in writing, any required exceptions or deviations from these
terms, conditions, and specifications; and it is further understood that, if agreed to by Region 4
ESC, said exceptions or deviations are incorporated into the Contract.
WHEREAS, this Contract consists of the provisions set forth below, including provisions of all
attachments referenced herein. In the event of a conflict between the provisions set forth below
and those contained in any attachment, the provisions set forth below shall control.
WHEREAS, the Contract will provide that any state and local governmental entities, public and
private primary, secondary and higher education entities, non-profit entities, and agencies for the
public benefit (“Public Agencies”) may purchase products and services at prices indicated in the
Contract upon the Public Agency’s registration with OMNIA Partners.
1) Term of agreement. The term of the Contract is for a period of three (3) years unless
terminated, canceled or extended as otherwise provided herein. Region 4 ESC shall have the
right to renew the Contract for two (2) additional one-year periods or portions thereof. Region
4 ESC shall review the Contract prior to the renewal date and notify the Contractor of Region
4 ESC’s intent renew the Contract. Contractor may elect not to renew by providing three
hundred sixty-five days’ (365) notice to Region 4 ESC. Notwithstanding the expiration of the
initial term or any subsequent term or all renewal options, Region 4 ESC and Contractor may
mutually agree to extend the term of this Agreement. Contractor acknowledges and
understands Region 4 ESC is under no obligation whatsoever to extend the term of this
Agreement.
The anticipated full term of the contract is five (5) years. The Contractor shall have the right
to enter local “service” agreements with Participating Public Agencies accessing the contract
through OMNIA Partners, so long as the effective date of such agreement is prior to the
expiration of the Contract. All local agreements may have a full potential term (any
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combination of initial and renewal periods) not to exceed five years. Any tasks or project
agreements executed against this Master Agreement during the effective term may survive
beyond the expiration of the Master Agreement as established and agreed to by both parties.
2) Scope: Contractor shall perform all duties, responsibilities and obligations, set forth in this
agreement, and described in the RFP, incorporated herein by reference as though fully set
forth herein.
3) Form of Contract. The form of Contract shall be the RFP, the Offeror’s proposal and Best and
Final Offer(s).
4) Order of Precedence. In the event of a conflict in the provisions of the Contract as accepted
by Region 4 ESC, the following order of precedence shall prevail:
i. This Contract ii. Offeror’s Best and Final Offer iii. Offeror’s proposal iv. RFP and any addenda
5) Commencement of Work. The Contractor is cautioned not to commence any billable work or
provide any material or service under this Contract until Contractor receives a purchase order
for such work or is otherwise directed to do so in writing by Region 4 ESC.
6) Entire Agreement (Parol evidence). The Contract, as specified above, represents the final
written expression of agreement. All agreements are contained herein and no other
agreements or representations that materially alter it are acceptable.
7) Assignment of Contract. No assignment of Contract may be made without the prior written
approval of Region 4 ESC. Contractor is required to notify Region 4 ESC when any material
change in operations is made (i.e. bankruptcy, change of ownership, merger, etc.).
8) Novation. If Contractor sells or transfers all assets or the entire portion of the assets used to
perform this Contract, a successor in interest must guarantee to perform all obligations under
this Contract. Region 4 ESC reserves the right to accept or reject any new party. A change
of name agreement will not change the contractual obligations of Contractor.
9) Contract Alterations. No alterations to the terms of this Contract shall be valid or binding
unless authorized and signed by Region 4 ESC.
10) Adding Authorized Distributors/Dealers. Contractor is prohibited from authorizing additional
distributors or dealers, other than those identified at the time of submitting their proposal, to
sell under the Contract without notification and prior written approval from Region 4 ESC.
Contractor must notify Region 4 ESC each time it wishes to add an authorized distributor or
dealer. Purchase orders and payment can only be made to the Contractor unless otherwise
approved by Region 4 ESC. Pricing provided to members by added distributors or dealers
must also be less than or equal to the Contractor’s pricing.
11) TERMINATION OF CONTRACT
a) Cancellation for Non-Performance or Contractor Deficiency. Region 4 ESC may terminate
the Contract if purchase volume is determined to be low volume in any 12-month period.
Region 4 ESC reserves the right to cancel the whole or any part of this Contract due to
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failure by Contractor to carry out any obligation, term or condition of the contract. Region
4 ESC may issue a written deficiency notice to Contractor for acting or failing to act in any
of the following:
i. Providing material that does not meet the specifications of the Contract; ii. Providing work or material was not awarded under the Contract; iii. Failing to adequately perform the services set forth in the scope of work and specifications; iv. Failing to complete required work or furnish required materials within a reasonable amount of time; v. Failing to make progress in performance of the Contract or giving Region 4 ESC reason to believe Contractor will not or cannot perform the requirements of the Contract; or vi. Performing work or providing services under the Contract prior to receiving an authorized purchase order. Upon receipt of a written deficiency notice, Contractor shall have ten (10) days to provide a satisfactory response to Region 4 ESC. Failure to adequately address all issues of concern may result in Contract cancellation. Upon cancellation under this paragraph, all goods, materials, work, documents, data and reports prepared by Contractor under the Contract shall immediately become the property of Region 4 ESC.
b) Termination for Cause. If, for any reason, Contractor fails to fulfill its obligation in a timely manner, or Contractor violates any of the covenants, agreements, or stipulations of this Contract Region 4 ESC reserves the right to terminate the Contract immediately and pursue all other applicable remedies afforded by law. Such termination shall be effective by delivery of notice, to the Contractor, specifying the effective date of termination. In such event, all documents, data, studies, surveys, drawings, maps, models and reports prepared by Contractor will become the property of the Region 4 ESC. If such event does occur, Contractor will be entitled to receive just and equitable compensation for the satisfactory work completed on such documents.
c) Delivery/Service Failures. Failure to deliver goods or services within the time specified, or within a reasonable time period as interpreted by the purchasing agent or failure to make replacements or corrections of rejected articles/services when so requested shall constitute grounds for the Contract to be terminated. In the event Region 4 ESC must purchase in an open market, Contractor agrees to reimburse Region 4 ESC, within a reasonable time period, for all expenses incurred.
d) Force Majeure. If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part to carry out its obligations under this Agreement then such party shall give notice and full particulars of Force Majeure in writing to the other party within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far as it is affected by such Force Majeure, shall be suspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and such party shall endeavor to remove or overcome such inability with all reasonable dispatch.
The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, act of public enemy, orders of any kind of government of the United States or the State of Texas or any civil or military authority; insurrections; riots; epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of government and people; civil disturbances; explosions, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied
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with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable in the judgment of the party having the difficulty.
e) Standard Cancellation. Region 4 ESC may cancel this Contract in whole or in part by providing written notice. The cancellation will take effect 30 business days after the other party receives the notice of cancellation. After the 30th business day all work will cease following completion of final purchase order.
12) Licenses. Contractor shall maintain in current status all federal, state and local licenses, bonds
and permits required for the operation of the business conducted by Contractor. Contractor
shall remain fully informed of and in compliance with all ordinances and regulations pertaining
to the lawful provision of services under the Contract. Region 4 ESC reserves the right to stop
work and/or cancel the Contract if Contractor’s license(s) expire, lapse, are suspended or
terminated.
13) Survival Clause. All applicable software license agreements, warranties or service
agreements that are entered into between Contractor and Region 4 ESC under the terms and
conditions of the Contract shall survive the expiration or termination of the Contract. All
Purchase Orders issued and accepted by Contractor shall survive expiration or termination of
the Contract.
14) Delivery. Conforming product shall be shipped within 7 days of receipt of Purchase Order. If
delivery is not or cannot be made within this time period, the Contractor must receive
authorization for the delayed delivery. The order may be canceled if the estimated shipping
time is not acceptable. All deliveries shall be freight prepaid, F.O.B. Destination and shall be
included in all pricing offered unless otherwise clearly stated in writing.
15) Inspection & Acceptance. If defective or incorrect material is delivered, Region 4 ESC may
make the determination to return the material to the Contractor at no cost to Region 4 ESC.
The Contractor agrees to pay all shipping costs for the return shipment. Contractor shall be
responsible for arranging the return of the defective or incorrect material.
16) Payments. The entity using the contract will make payments directly to the awarded
Contractor. Payment shall be made after satisfactory performance, in accordance with all
provisions thereof, and within 30 days of receipt of a properly completed invoice.
17) Price Adjustments. Should it become necessary or proper during the term of this Contract to
make any change in design or any alterations that will increase price, Region 4 ESC must be
notified immediately. Price increases must be approved by Region 4 ESC and no payment for
additional materials or services, beyond the amount stipulated in the Contract shall be paid
without prior approval. All price increases must be supported by manufacturer documentation,
or a formal cost justification letter. Contractor must honor previous prices for thirty (30) days
after approval and written notification from Region 4 ESC. It is the Contractor’s responsibility
to keep all pricing up to date and on file with Region 4 ESC. All price changes must be
provided to Region 4 ESC, using the same format as was provided and accepted in the
Contractor’s proposal.
Price reductions may be offered at any time during Contract. Special, time-limited reductions
are permissible under the following conditions: 1) reduction is available to all users equally; 2)
reduction is for a specific period, normally not less than thirty (30) days; and 3) original price
is not exceeded after the time-limit. Contractor shall offer Region 4 ESC any published price
reduction during the Contract term.
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18) Audit Rights. Contractor shall, at its sole expense, maintain appropriate due diligence of all
purchases made by Region 4 ESC and any entity that utilizes this Contract. Region 4 ESC
reserves the right to audit the accounting for a period of three (3) years from the time such
purchases are made. This audit right shall survive termination of this Agreement for a period
of one (1) year from the effective date of termination. Region 4 ESC shall have the authority
to conduct random audits of Contractor’s pricing at Region 4 ESC's sole cost and expense.
Notwithstanding the foregoing, in the event that Region 4 ESC is made aware of any pricing
being offered that is materially inconsistent with the pricing under this agreement, Region 4
ESC shall have the ability to conduct an extensive audit of Contractor’s pricing at Contractor’s
sole cost and expense. Region 4 ESC may conduct the audit internally or may engage a third-
party auditing firm. In the event of an audit, the requested materials shall be provided in the
format and at the location designated by Region 4 ESC.
19) Discontinued Products. If a product or model is discontinued by the manufacturer, Contractor
may substitute a new product or model if the replacement product meets or exceeds the
specifications and performance of the discontinued model and if the discount is the same or
greater than the discontinued model.
20) New Products/Services. New products and/or services that meet the scope of work may be
added to the Contract. Pricing shall be equivalent to the percentage discount for other
products. Contractor may replace or add product lines if the line is replacing or supplementing
products, is equal or superior to the original products, is discounted similarly or greater than
the original discount, and if the products meet the requirements of the Contract. No products
and/or services may be added to avoid competitive procurement requirements. Region 4 ESC
may require additions to be submitted with documentation from Members demonstrating an
interest in, or a potential requirement for, the new product or service. Region 4 ESC may reject
any additions without cause.
21) Options. Optional equipment for products under Contract may be added to the Contract at
the time they become available under the following conditions: 1) the option is priced at a
discount similar to other options; 2) the option is an enhancement to the unit that improves
performance or reliability.
22) Warranty Conditions. All supplies, equipment and services shall include manufacturer's
minimum standard warranty and one (1) year labor warranty unless otherwise agreed to in
writing. NO FURTHER WARRANTIES OR GUARANTIES, EXPRESS OR IMPLIED, ARE
MADE WITH RESPECT TO ANY GOODS OR SERVICES PROVIDED UNDER THIS
CONTRACT, AND ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS
FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED.
23) Site Cleanup. Contractor shall clean up and remove all debris and rubbish resulting from their
work as required or directed. Upon completion of the work, the premises shall be left in good
repair and an orderly, neat, clean, safe and unobstructed condition.
24) Site Preparation. Contractor shall not begin a project for which the site has not been prepared,
unless Contractor does the preparation work at no cost, or until Region 4 ESC includes the
cost of site preparation in a purchase order. Site preparation includes, but is not limited to:
moving furniture, installing wiring for networks or power, and similar pre-installation
requirements.
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25) Registered Sex Offender Restrictions. For work to be performed at schools, Contractor
agrees no employee or employee of a subcontractor who has been adjudicated to be a
registered sex offender will perform work at any time when students are or are reasonably
expected to be present. Contractor agrees a violation of this condition shall be considered a
material breach and may result in the cancellation of the purchase order at Region 4 ESC’s
discretion. Contractor must identify any additional costs associated with compliance of this
term. If no costs are specified, compliance with this term will be provided at no additional
charge.
26) Safety measures. Contractor shall take all reasonable precautions for the safety of employees
on the worksite and shall erect and properly maintain all necessary safeguards for protection
of workers and the public. Contractor shall post warning signs against all hazards created by
its operation and work in progress. Proper precautions shall be taken pursuant to state law
and standard practices to protect workers, general public and existing structures from injury
or damage.
27) Smoking. Persons working under the Contract shall adhere to local smoking policies.
Smoking will only be permitted in posted areas or off premises.
28) Stored materials. Upon prior written agreement between the Contractor and Region 4 ESC,
payment may be made for materials not incorporated in the work but delivered and suitably
stored at the site or some other location, for installation at a later date. An inventory of the
stored materials must be provided to Region 4 ESC prior to payment. Such materials must be
stored and protected in a secure location and be insured for their full value by the Contractor
against loss and damage. Contractor agrees to provide proof of coverage and additionally
insured upon request. Additionally, if stored offsite, the materials must also be clearly identified
as property of Region 4 ESC and be separated from other materials. Region 4 ESC must be
allowed reasonable opportunity to inspect and take inventory of stored materials, on or offsite,
as necessary. Until final acceptance by Region 4 ESC, it shall be the Contractor's
responsibility to protect all materials and equipment. Contractor warrants and guarantees that
title for all work, materials and equipment shall pass to Region 4 ESC upon final acceptance.
29) Funding Out Clause. A Contract for the acquisition, including lease, of real or personal
property is a commitment of Region 4 ESC’s current revenue only. Region 4 ESC retains the
right to terminate the Contract at the expiration of each budget period during the term of the
Contract and is conditioned on a best effort attempt by Region 4 ESC to obtain appropriate
funds for payment of the contract.
30) Indemnity. Contractor shall protect, indemnify, and hold harmless both Region 4 ESC and its
administrators, employees and agents against all claims, damages, losses and expenses
arising out of or resulting from the actions of the Contractor, Contractor employees or
subcontractors in the preparation of the solicitation and the later execution of the Contract.
Any litigation involving either Region 4 ESC, its administrators and employees and agents will
be in Harris County, Texas.
31) Marketing. Contractor agrees to allow Region 4 ESC to use their name and logo within
website, marketing materials and advertisement. Any use of Region 4 ESC name and logo
or any form of publicity, inclusive of press releases, regarding this Contract by Contractor must
have prior approval from Region 4 ESC.
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32) Certificates of Insurance. Certificates of insurance shall be delivered to the Region 4 ESC
prior to commencement of work. The Contractor shall give Region 4 ESC a minimum of ten
(10) days’ notice prior to any modifications or cancellation of policies. The Contractor shall
require all subcontractors performing any work to maintain coverage as specified.
33) Legal Obligations. It is Contractor’s responsibility to be aware of and comply with all local,
state, and federal laws governing the sale of products/services and shall comply with all laws
while fulfilling the Contract. Applicable laws and regulation must be followed even if not
specifically identified herein.
Region 4 Education Servic e Center
(ESC) partnered with O MNIA Partners
Proposal for RFP 22 -07
Facility Technology Integration & Security System Services
January 11, 2022 PUBLIC PROPOSAL
Page | 2
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
EXECUTIVE SUMMARY
Convergint Technologies LLC (Convergint) understands that Region 4 Education Service Center (ESC),
partnered with OMNIA Partners (OMNIA), is seeking a team of professionals to offer OMNIA members a
turnkey approach to their security system service needs. The depth and breadth of the solutions
Convergint can provide to OMNIA members will strengthen the existing partnership between
OMNIA, its members, and Convergint. We are excited to present our response for the opportunity to
continue to be your and your member's trusted security service provider for the requirements outlined in
the Request for Proposal (RFP) 22-07 Facility Technology Integration and Security System Services. Our
commitment to our foundational values and beliefs (Vs & Bs) means we will strive to be your best service
provider and, by extension, any OMNIA member. We are enthusiastic about sharing the ways
Convergint can continue to benefit your members.
Current OMNIA Relationship | We believe Convergint’s experience and insight into
OMNIA since June 2017 has provided value as your trusted partner. Convergint has helped
grow the OMNIA contract to $17.5M since its award in 2017 and has added 124+
customers. Convergint’s goal is to increase the contract to $50M in the next five (5)
years while adding an additional 150 customers.
Dedicated Teams | Convergint is honored for the opportunity to continue our partnership and expand
our relationship with OMNIA. Our comprehensive approach to dedicated business development and
compliance will enhance the trust between Convergint and members of OMNIA. Convergint’s dedicated
Business Development and Contract Vehicles Teams can be relied on to continue to provide a
transparent and collaborative partnership with OMNIA members.
National Reach | Convergint’s top priority is service in every way – service to customers,
colleagues, and our communities. With 170+ locations and 6,000+ colleagues worldwide,
our promise, and our number one objective, is to be our customers’ best service provider.
Convergint has 500+ Account Executives and Sales colleagues in the US to market the
OMNIA contract to customers. These colleagues are located in more than 70+ Convergint
Technology Centers (CTCs) throughout the country. Our capacity as the largest integrator in the US
benefits OMNIA members by our ability to offer best-in-class solutions with competitive pricing.
Compliance Focus | Convergint’s dedicated Contract Vehicles Team offers an extensive training
program inclusive to all Convergint colleagues that stress cooperative purchasing programs, benefits,
and proper compliance. In support of our state and local government, education, and defense (SLED),
customers Convergint’s team of contract vehicles/government experts work to provide solutions and
services with total contract compliance. Additionally, this dedicated team maintains data tracking,
metrics, reporting, and conducts quarterly internal audits to ensure reporting of all awards.
Service Culture | In 2021, for the fourth year in a row, Convergint has been named
the #1 Systems Integrator by SDM Magazine. This award comes from
Convergint’s ability to be our customer’s best service provider and deliver results,
period. Convergint’s continued success has come from our capability to service
complex customers that resemble many OMNIA members. Our approach to design,
project management, product selection, installation, start-up, and customer training
gives OMNIA members a partner it can depend on. This relationship-based
partnership, combined with our ability to execute, is anchored by Convergint’s Vs &
Bs that guide our service culture.
Page | 3
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Depth and Breadth of our Catalog Portfolio and Member Agencies | OMNIA has over 234,000
participants leveraging their 300+ contracts. These members are all over the US, from Miami to
Anchorage. Convergint has offices nationwide, including Hawaii and Alaska. This gives Convergint the
ability to serve all OMNIA members, no matter their geographic location. Additionally, as the #1 Systems
Integrator in the country, we have relationships with the biggest manufacturer's in security, allowing us –
and by extension, OMNIA members – access to cutting-edge technologies.
Colleague Training and Certifications | With 2,500+ trained engineers globally and an
investment of over $20M annually, Convergint has the largest, most well trained, and most
comprehensive electronic support structure in the world. Historically in May each year, we
have offered SLEDucation, which is an internal two-day training session. Due to the
pandemic and restricted travel, we reevaluated our approach to training and learning
opportunities and presently offer this training virtually over the year. Going forward, these in-depth training
sessions will continue to teach our sales team how to leverage the resources available to them, including
our OMNIA contracts.
Continental US
Hawaii
Alaska
Page | 4
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Proven Processes and Tools | Convergint aims to serve OMNIA members by providing an advanced
business process solution to ensure communication, continuity, service, and safety. Our Contract
Vehicles Team is dedicated to ensuring that our sales colleagues are up to date on the latest compliance
policies and procedures. By being a reliable partner, Convergint will offer support to OMNIA members,
allowing them to focus more on their resources and core missions while enhancing safety and security.
Thank you for the opportunity to describe our capabilities and qualifications. We are excited about the
opportunity to continue to serve as a member of the OMNIA team of professionals. Our goal is to remain
your trusted business partner and best service provider.
Sincerely,
Vincent Piau
Executive Director
State, Local, and Education (SLED) Government
Commitment to Education:
At Convergint, our greatest strength is our people. We have thousands of colleagues across the globe
and invest $20 million per year on colleague training and certification.
Page | 5
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 6
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 7
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 8
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
TABLE OF CONTENTS
Executive Summary ............................................................................................................................... 2
Table of Contents .................................................................................................................................. 8
Tab 1 – Draft Contract and Offer and Contract Signature Form (Appendix A) ........................................ 9
a. Terms and Conditions Acceptance Form (Appendix B) ................................................................ 17
Tab 2 – Products/Pricing ...................................................................................................................... 22
Tab 3 – Performance Capability ........................................................................................................... 31
a. OMNIA Partners Documents ........................................................................................................ 31
Tab 4 – Qualification and Experience ................................................................................................ 118
a. Reference .................................................................................................................................. 128
Tab 5 – Value Add ............................................................................................................................. 135
Tab 6 – Additional Required Documents (Appendix C) ...................................................................... 142
a. Acknowledgment and Acceptance of Region 4 ESC’s Open Records Policy (Appendix C, Doc #1)
...................................................................................................................................................... 142
b. Antitrust Certification Statement (Tex. Government Code § 2155.005) (Appendix C, Doc #2) .... 143
c. Implementation of House Bill 1295 Certificate of Interested Parties (Form 1295) (Appendix C, Doc
#3) ................................................................................................................................................. 144
d. Texas Government Code 2270 Verification Form (Appendix C, Doc #4) .................................... 145
e. Felony Conviction Notification (Appendix C, Doc #5) ................................................................. 146
f. Any additional agreements Offeror will require Participating Agencies to sign ............................. 148
Tab 1
Draft Contract and Offer and Contract Signature Form
(Appendix A)
a. Terms and Conditions Acceptance Form
(Appendix B)
Page | 9
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
T AB 1 – DRAFT CONTRACT AND OFFER AND CONTRACT SIGNATURE FORM
(APPENDIX A)
Page | 10
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 11
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 12
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 13
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 14
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 15
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 16
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 17
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
A. TERMS AND CONDITIONS ACCEPTANCE FORM (APPENDIX B)
Please see Convergint’s exceptions listed in the table on the following pages. Due to the length and
nature of our responses, we have provided a separate table following the format required.
Page | 18
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Section/Page Term, Condition, or
Specification Exception/Proposed Modification
Accepted
(For Region
4 ESC’s
use)
Draft
Contract:
Appendix A
Section 16 -
Payment
Payment shall be made
after satisfactory
performance, in
accordance with all
provisions thereof, and
upon receipt of a properly
completed invoice.
The entity using the contract will make
payments directly to the awarded
vendor. Payment shall be made after
satisfactory performance, in
accordance with all provisions thereof,
and within 30 days of receipt of a
properly completed invoice.
Draft
Contract:
Appendix A
Section 22 –
Warranty
Conditions
All supplies, equipment and
services shall include
manufacturer’s minimum
standard warranty and one
(1) year labor warranty
unless otherwise agreed to
in writing.
All supplies, equipment and services
shall include manufacturer's minimum
standard warranty and one (1) year
labor warranty unless otherwise
agreed to in writing. NO FURTHER
WARRANTIES OR GUARANTIES,
EXPRESS OR IMPLIED, ARE MADE
WITH RESPECT TO ANY GOODS
OR SERVICES PROVIDED UNDER
THIS AGREEMENT, AND ANY
IMPLIED WARRANTIES OF
MERCHANTABILITY OR FITNESS
FOR A PARTICULAR PURPOSE
ARE EXPRESSLY DISCLAIMED.
Draft
Contract:
Appendix A
Section 30 -
Indemnity
Contractor shall protect,
indemnify, and hold
harmless both Region 4
ESC and its administrators,
employees and agents
against all claims,
damages, losses and
expenses arising out of or
resulting from the actions of
the Contractor, Contractor
employees or
subcontractors in the
preparation of the
solicitation and the later
execution of the Contract.
Any litigation involving
either Region 4 ESC, its
administrators and
employees and agents will
be in Harris County, Texas.
Contractor shall protect, indemnify,
and hold harmless both Region 4 ESC
and its administrators, employees and
agents against all claims, damages,
losses and expenses to the extent
they are arising out of or resulting
from the actions of the Contractor,
Contractor employees or
subcontractors in the preparation of
the solicitation and the later execution
of the Contract. Any litigation involving
either Region 4 ESC, its
administrators and employees and
agents will be in Harris County,
Texas. IN NO EVENT SHALL
EITHER VENDOR OR OMNIA
PARTNERS BE LIABLE TO THE
OTHER PARTY HERETO, OR TO
ANY INDEMNITEE, FOR SPECIAL,
INDIRECT, INCIDENTAL, OR
CONSEQUENTIAL DAMAGES,
INCLUDING COMMERCIAL LOSS,
LOSS OF USE, OR LOST PROFITS,
EVEN IF EITHER PARTY HAS BEEN
ADVISED OF THE POSSIBILITY OF
SUCH DAMAGES.
Page | 19
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Administration
Agreement:
Exhibit B
Section 8
Consequential
damages
waiver
WITHOUT LIMITING THE
GENERALITY OF THE
FOREGOING, OMNIA
PARTNERS EXPRESSLY
DISCLAIMS ALL
EXPRESS OR IMPLIED
REPRESENTATIONS AND
WARRANTIES
REGARDING OMNIA
PARTNERS’
PERFORMANCE AS A
CONTRACT
ADMINISTRATOR OF THE
MASTER AGREEMENT.
OMNIA PARTNERS
SHALL NOT BE
LIABLE IN ANY WAY FOR
ANY SPECIAL,
INCIDENTAL, INDIRECT,
CONSEQUENTIAL,
EXEMPLARY, PUNITIVE,
OR RELIANCE DAMAGES,
EVEN IF OMNIA
PARTNERS IS ADVISED
OF THE POSSIBILITY OF
SUCH DAMAGES.
WITHOUT LIMITING THE
GENERALITY OF THE FOREGOING,
OMNIA PARTNERS EXPRESSLY
DISCLAIMS ALL EXPRESS OR
IMPLIED REPRESENTATIONS AND
WARRANTIES REGARDING OMNIA
PARTNERS’ PERFORMANCE AS A
CONTRACT ADMINISTRATOR OF
THE MASTER AGREEMENT.
NEITHER OMNIA PARTNERS NOR
SUPPLIER WILL BE LIABLE IN ANY
WAY FOR ANY SPECIAL,
INCIDENTAL, INDIRECT,
CONSEQUENTIAL, EXEMPLARY,
PUNITIVE, OR RELIANCE
DAMAGES, EVEN IF ADVISED OF
THE POSSIBLITY OF SUCH
DAMAGES.
Administration
Agreement:
Exhibit B
Section 14
Interest
payments
Administrative Fee
payments are to be paid by
Supplier to OMNIA Partners
at the frequency and on the
due date stated in Section
13, above, for Supplier’s
submission of
corresponding Contract
Sales Reports.
Administrative Fee
payments are to be made
via Automated Clearing
House (ACH) to the OMNIA
Partners designated
financial institution
identified in Exhibit D.
Failure to provide a
payment of the
Administrative Fee within
the time and manner
specified herein shall
constitute a material breach
of this Agreement and if not
cured within thirty (30) days
of written notice to Supplier
shall be deemed a cause for
Administrative Fee payments are to be
paid by Supplier to OMNIA Partners at
the frequency and on the due date
stated in Section 13, above, for
Supplier’s submission of
corresponding Contract Sales Reports.
Administrative Fee payments are to be
made via Automated Clearing House
(ACH) to the OMNIA Partners
designated financial institution
identified in Exhibit D. Failure to
provide a payment of the
Administrative Fee within the time and
manner specified herein shall
constitute a material breach of this
Agreement and if not cured within thirty
(30) days of written notice to Supplier
shall be deemed a cause for
termination of the Master Agreement ,
at Principal Procurement Agency’s
sole discretion, and/or this Agreement,
at OMNIA Partners’ sole discretion. All
Administrative Fees not paid when due
shall bear interest at a rate equal to the
lesser of one and one-half percent (1
Page | 20
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
termination of the Master
Agreement, at Principal
Procurement Agency’s sole
discretion, and/or this
Agreement, at OMNIA
Partners’ sole discretion. All
Administrative Fees not
paid when due shall bear
interest at a rate equal to
the lesser of one and one-
half percent (1 1/2%) per
month or the maximum rate
permitted by law until paid in
full.
1/2%) per month or the maximum rate
permitted by law until paid in full.
Administration
Agreement:
Exhibit B
Section 10
Consequential
damages
waiver.
WITHOUT LIMITING THE
GENERALITY OF THE
FOREGOING, THE OMNIA
PARTNERS PARTIES
EXPRESSLY DISCLAIM
ALL EXPRESS OR
IMPLIED
REPRESENTATIONS AND
WARRANTIES
REGARDING ANY
PRODUCT, MASTER
AGREEMENT AND GPO
CONTRACT. THE OMNIA
PARTNERS PARTIES
SHALL NOT BE LIABLE IN
ANY WAY FOR ANY
SPECIAL, INCIDENTAL,
INDIRECT,
CONSEQUENTIAL,
EXEMPLARY, PUNITIVE,
OR RELIANCE
DAMAGES, EVEN IF THE
OMNIA PARTNERS
PARTIES ARE ADVISED
OF THE POSSIBILITY OF
SUCH DAMAGES.
FURTHER, THE
PROCURING PARTY
ACKNOWLEDGES AND
AGREES THAT THE
OMNIA PARTNERS
PARTIES SHALL HAVE
NO LIABILITY FOR ANY
ACT OR OMISSION BY A
SUPPLIER OR OTHER
PARTY UNDER A
MASTER AGREEMENT
OR GPO CONTRACT.
WITHOUT LIMITING THE
GENERALITY OF THE FOREGOING,
THE OMNIA PARTNERS PARTIES
AND SUPPLIER EXPRESSLY
DISCLAIM ALL EXPRESS OR
IMPLIED REPRESENTATIONS AND
WARRANTIES REGARDING ANY
PRODUCT, MASTER AGREEMENT
AND GPO CONTRACT. THE OMNIA
PARTNERS PARTIES AND
SUPPLIER SHALL NOT BE LIABLE
IN ANY WAY FOR ANY SPECIAL,
INCIDENTAL, INDIRECT,
CONSEQUENTIAL, EXEMPLARY,
PUNITIVE, OR RELIANCE
DAMAGES, EVEN IF THE OMNIA
PARTNERS PARTIES OR SUPPLIER
ARE ADVISED OF THE
POSSIBILITY OF SUCH DAMAGES.
FURTHER, THE PROCURING
PARTY ACKNOWLEDGES AND
AGREES THAT THE OMNIA
PARTNERS PARTIES SHALL HAVE
NO LIABILITY FOR ANY ACT OR
OMISSION BY A SUPPLIER OR
OTHER PARTY UNDER A MASTER
AGREEMENT OR GPO CONTRACT.
Page | 21
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
3.2
Distribution,
Logistics
Describe how supplier
proposes to distribute the
products/service
nationwide. Include any
states where products and
services will not be offered
under the Master
Agreement, including U.S.
Territories and Outlying
Areas.
Clarification: Member acknowledges
that supply-chain and shipping
difficulties may result in unavoidable
delays in deliveries of materials
despite timely placement of orders
and efforts by Convergint and its
suppliers to avoid such delays.
Customer agrees to provide
Convergint with reasonable
extensions of time to the extent of any
such delays and Convergint agrees to
make reasonable efforts to avoid or
minimize such delays. Customer
further acknowledges that the above-
referenced supply-chain and shipping
difficulties may result in unanticipated
increases to Convergint’s proposal
pricing on products covered by this
quote or any resulting agreement and
that such increases may occur
between the time this quote is
provided, or any resulting contract is
executed and the time when
Convergint actually purchases the
products covered by this quote or a
resulting agreement. Customer
agrees that it will pay any such
increase in Convergint’s initial pricing
of obtaining the products above the
proposal pricing upon which the quote
or agreement was based, by change
order or otherwise, and Convergint
agrees that it shall make commercially
reasonable efforts to minimize any
such increase.
Tab 2
Products/Pricing
Page | 22
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
TAB 2 – PRODUCTS/PRICING
i. Offerors shall provide pricing based on a discount from a price list or catalog (or major
items of equipment purchased and installed by Offeror with a breakout of manufacturers’
catalog price along with discount off list price), or fixed price, or a combination of both
with indefinite quantities. Prices listed will be used to establish the extent of product lines,
services, warranties, etc. that are available from Offeror and the pricing per item. Multiple
percentage discounts are acceptable if, where different percentage discounts apply, they
different percentages are specified. Additional pricing and/or discounts may be included.
Products and services proposed are to be priced separately with all ineligible items
identified. Offerors may elect to limit their proposals to any category or categories. The
discount proposed should remain the same for the first 12 months after the contract award.
As an option, pricing may be a discount off the City Cost Index when using one of the
following:
• RS Means Construction Procurement Catalog: Facilities Construction Cost Data
book
• RS Means Construction Procurement Catalog: Electrical Cost Data
• RS Means Construction Procurement Catalog: Mechanical Cost Data
ii. Include an electronic copy of the catalog from which discount, or fixed price, is calculated.
Electronic price lists must contain the following: (if applicable)
• Manufacturer or Other Part #
• Offeror’s Part # (if different from manufacturer part #)
• Description
• Manufacturers or Other Suggested List Price and Net Price
• Net Price to Region 4 ESC (including Freight)
Media submitted for price list must include the Offerors’ company name, name of the
solicitation, and date on a Flash Drive (i.e. Pin or Jump Drives).
Based on the size of the Excel spreadsheet, Convergint has provided the Excel file and PDF
documents titled “Convergint Pricing Response – RFP 22-07 – Proprietary” on the jump drives as
required.
iii. Describe how Offeror will address, at a minimum, the areas defined in the Project Scope.
Convergint designs, installs, and services seamlessly integrated electronic security solutions for
government, commercial, and industrial clients. Serving single-site customers and those with a
global multi-site footprint, Convergint has the experience to design solutions to meet OMNIA
members’ current needs and provide for future growth plans.
Access Control | Convergint is an authorized Value-Added Reseller (VAR) for several
industry-leading card access manufacturers. At Convergint, we specialize in more
complex enterprise card access applications, especially those involving Internet
Protocol (IP) - based video, intrusion systems, smartcards, human resource databases,
etc. Convergint has the right solution and technical support needed to complete projects
on time and budget, no matter the card access needs.
Identity Management | Convergint provides comprehensive identity solutions ranging
from basic proximity card technology to “smart-cards” with integrated chips. Budget,
convenience, standards compliance, data security, performance, and identification
Page | 23
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
requirements significantly determine our customers' best identity solution. Convergint
will work with OMNIA members to develop an identity management strategy that fits
their needs and budget.
IP-Based Video and Video Management | With thousands of IP cameras already
installed, Convergint is the systems integration leader in designing, installing, and
servicing IP-based video solutions. Having established industry-leading solid
manufacturing relationships, Convergint can provide our customers with the best IP-
based technologies. At Convergint, projects do not stop by simply installing the best
technology. Convergint has network-certified personnel to ensure your IP-based video
solution is installed to established Information Technology (IT) industry standards and
practices.
Wireless Technology | IP-based video surveillance has quickly become a powerful tool
for public safety and security, and the demand is growing exponentially. Connecting
digital video cameras to the internet and networks has increased the flexibility and
accessibility for collecting and distributing video data. While this enables cameras to be
installed in more locations, the availability of data ports and cabling remain limiting
factors when deploying video. The proper wireless technology can eliminate most, if not
all, of the issues associated with areas that are too difficult or expensive to wire.
Intrusion Detection | Intrusion detection systems continue to be an essential aspect of
a comprehensive security solution. Convergint goes beyond simply designing, installing,
and servicing traditional alarm intrusion systems. Convergint seamlessly integrates
alarm intrusion with card access, IP video, and other essential building systems. This
integrated approach increases security and makes the total system easier to manage
and maintain.
Communication Solutions | Selecting the right communication systems to meet
customers’ specific needs can be challenging. Speed, reliability, and system integration
capability are just critical elements in choosing the right communication system.
Convergint has experience with some of the most advanced Voice over Internet Protocol
(VoIP) communication systems on the market today. Whether it’s a control room
intercom solution or a campus-wide mass notification system, Convergint has the
experience to design, install, and service the right solution for OMNIA members.
Page | 24
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Physical Security Information Management | One of the fastest-growing electronic
security areas is Physical Security Information Management (PSIM). As more security
platforms migrate to IP-based technology, customers are seeking innovative ways to
integrate these different technologies, become more proactive with policy-based system
decisions, and at the same time drive down the cost of ownership associated with the
systems they manage. Managing disparate platforms and operating systems is
becoming increasingly complex, and most do not have the budget for a “rip and replace”
strategy. A PSIM system allows customers to leverage the various systems and
“normalize” the user interface.
Intelligent Fire and Smoke Detection | Convergint is an authorized strategic partner
and distributor for industry-leading fire alarm manufacturers. Convergint has the right
product, technical support, and industry resources to deliver your project on time and
within budget no matter what the engineered fire alarm needs. From single building retail
to multi-tenant high-rise to multi-building campuses and everything in between,
Convergint serves some of the most demanding occupancies in the business.
Air Sampling Detection | When business continuity is paramount, and the environment
for smoke detection is complex, Convergint can deliver a solution to meet the demand.
At up to 1,000 times more sensitive than a standard smoke detector, a properly designed
and installed air sampling system can provide the earliest possible warning of an
imminent fire event. This is achieved by detecting smoke during the developing stage of
fire by drawing air into the detector utilizing a high-efficiency aspirator and pipe network.
Specialty Detection Technology | Convergint serves many vertical markets where
building construction or ambient operating environments present unique detection
challenges. These challenges are met by utilizing specialty detection technologies such
as beam, flame, linear heat, video smoke, or leak detection that are engineered to detect
the location and hazard. These technologies must also be seamlessly integrated into
the fire alarm or suppression system to accomplish the overall design strategy.
Suppression Systems | Convergint and our technology partners protect critical
environments and high-value assets from safeguarding business continuity by utilizing
special hazard fire suppression systems. Convergint’s suppression system partners
share our goals of delivering unequaled quality, safety, and customer service in
protecting mission-critical processes and facilities. Selecting the right technology and
suppression agent is crucial; clean or inert gas solutions include Novec 1230, ECARO-
25, FM-200, PROINERT2, Inergen, and water-mist.
One-Way and Two-Way Emergency Voice Communication | Convergint utilizes
vendors who excel in voice system technologies to provide Underwriter Laboratories
(UL) listed digital voice announcement and emergency notification systems.
Technologies range from a distributed network system with multiple digital channels on
a single pair of wires to a single enclosure standalone panel. With scalable voice
systems available in 25 voltage regulator modules (VRM) and 70VRMs versions,
Convergint can provide design, installation, and service for any application.
Two-Way Communication Systems | Whether a building requires an area of rescue
assistance or other two-way communication, these systems can be critical to ensuring
building safety. Therefore, selecting the right vendor and product family is essential.
Convergint works with the most recognized names in the industry. When people need
Page | 25
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
to know that rescue is on the way, they can depend on a Convergint voice/visual
communication system.
Notification Appliances | A properly engineered and installed notification system is
only as good as the peripherals used to annunciate the signal. Color, ambient operating
environment, mounting requirements, mass notification, compatibility with existing
devices, and numerous other requirements need a flexible approach to building
notification. Therefore, Convergint has partnered with multiple manufacturers to provide
a wide array of award-winning peripherals.
Mass Notification | In simple terms, a mass notification system is an emergency
management tool used to provide detailed prerecorded or live instruction and
information to building occupants (or wide area) in an emergency through a wide array
of technologies. This capability is intended to protect life by indicating the existence of
an emergency and instructing people of the necessary and appropriate response and
action. Convergint has the design-build skills to design your mass notification system,
including the critical aspects of system integration.
Sound Masking | Convergint designs and installs sound masking systems as part of an
overall acoustic design plan for customers where achieving privacy economically in an
open office environment is crucial. Sound masking can also help minimize the distraction
of various unwanted, low-level noises.
Graphic and Directory Annunciators | In combination with the fire alarm control panel,
an annunciator can be an emergency responder’s first point of system interface in a fire
event. A well-designed annunciator can help to minimize confusion and alert personnel
accordingly. Therefore, selecting the right product is essential. Convergint works with
vendors who design and manufacture products which can grow with a customer’s
facility. Annunciators are available in a variety of graphic and directory styles.
Auxiliary Equipment | Auxiliary components can significantly affect the overall integrity
or operational characteristics of a fire alarm detection or suppression system. Convergint
can provide protective covers, specialty enclosures, multi-voltage control relays, trouble
bell stations, uninterruptible power source (UPS), and alternating current (AC) power
supplies from our industry partners are among the best in their fields.
Page | 26
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Monitoring | Convergint’s UL-listed monitoring partners provide customers with reliable
services resulting in a fail-safe monitoring network. Convergint selects partners who are
leaders in the alarm monitoring and security industries based on their reputation for
innovation and relevant security monitoring technologies. Among these is the ability for
users to manage their accounts online via a secure internet connection.
iv. Provide any applicable Burden Billable Labor Rates by Classification.
Based on the size of the Excel spreadsheet, Convergint has provided the Excel file and PDF
documents titled “Convergint Pricing Response – RFP 22-07 – Proprietary” on the jump drives as
required.
Our labor categories are as follows:
• Installer
• Project Foreman
• Specialist
• Project Manager
• Engineer
• CAD/Drafter
• Program Manager
• Service Coordinator
• Service Manager
• Service Technician
• Software Engineer
• Subject Matter Expert
• Professional Services
• Principal Consultant (Cyber)
• Senior Consultant (Cyber)
• Associate Consultant (Cyber)
v. Describe if pricing is available for all products and services?
Based on the size of the Excel spreadsheet, Convergint has provided the Excel file and PDF
documents titled “Convergint Pricing Response – RFP 22-07 – Proprietary” on the jump drives as
required. This file contains pricing for labor classifications listed above and all material offered to
OMNIA members.
“Sourced” or “open market” items are products and services in support of on-contract purchases
(included, but not limited to supplemental/value-add subcontractor labor and material, trip
charges, etc.) that are not found in the catalog but may be required for the complete solution.
Convergint will provide pricing for these “sourced” or “open market” items consistent with our
standard pricing approach.
vi. Describe any shipping charges.
Convergint calculates shipping at the quote level. Convergint uses the dimensions and weight of
an item and its’ shipping destination to determine shipping costs. Freight, delivery, and shipping
are supplied at cost plus a percentage (percentages vary).
vii. Describe any ancillary cost or additional freight costs for orders placed outside the
Continental US.
Additional charges such as those referenced are determined at the quote level.
viii. If Offeror has retail stores, describe appropriate procedures in place to ensure contract
pricing on all product and/or services to Participating Public Agencies.
Convergint is an integrator and does not have retail stores.
Page | 27
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
ix. Describe any warranties and provide pricing for warranties on all products and services.
Convergint provides the following warranty to the Customer:
As standard, for the period of one (1) year(s), commencing at the earlier of substantial
completion of the work, or first beneficial use, (“Warranty Period”):
a. That work performed under this agreement will be of good quality
b. That all equipment will be new unless otherwise required or permitted by this agreement
c. That the work will be free from defects not inherent in the quality required or permitted
d. That the work will conform to the requirements of the project specification and the Master
Services Agreement (MSA)
OMNIA Partners' sole remedy for any breach of this warranty is that Convergint shall remove,
replace, and/or repair at its own expense any defective or improper work discovered within the
Warranty Period, provided Convergint is notified in writing of any defect within the Warranty
Period.
Any equipment or products installed by Convergint while performing the work hereunder shall
only carry such a warranty provided by the manufacturer, which Convergint hereby assigns to
OMNIA Partners without recourse to Convergint. Upon request of OMNIA Partners, Convergint
will use all reasonable efforts to assist OMNIA Partners in enforcing any such third-party
warranties. This warranty excludes remedy for damage or defect caused by abuse, modifications
not executed by Convergint, improper or insufficient maintenance, improper operation, or normal
wear and tear under normal usage. NO FURTHER WARRANTIES OR GUARANTIES, EXPRESS
OR IMPLIED, ARE MADE WITH RESPECT TO ANY GOODS OR SERVICES PROVIDED
UNDER THIS AGREEMENT, AND ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR
FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED.
The warranty may be void if any other security integrator or third party connects any devices to
our network or hardware and/or changes the existing programming or configurations that are
currently in place, and this proves to be the cause of a failure which is deemed irreparable.
Convergint’s warranties cover the expense of technicians’ travel time and milage to perform
warranty repairs. However, upon arrival, it is determined that the repair was not under warranty,
not a part supplied by Convergint, tampered with, etc., charges for travel time and mileage will be
chargeable.
Warranty pricing will be provided at the quote level.
x. Describe any additional discounts or rebates available. Additional discounts or rebates
may be offered for large orders, growth, annual spend, guaranteed spend, etc.
Convergint’s volume discounts are determined on a case-by-case basis. Convergint does not
offer any rebate programs.
Convergint’s proposed pricing model for the US is based on online-item discounts. Based on the
size of the Excel spreadsheet, Convergint has provided the Excel file and PDF documents titled
“Convergint Pricing Response – RFP 22-07 – Proprietary” on the jump drives as required.
Please Note: Prevailing wages are excluded but will be priced where required at an increase not
to exceed 25%. Union rates are not included but will be priced where required at an increase not
to exceed 25%.
Page | 28
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Convergint will provide a percentage discount from the manufacturer’s suggested retail price
(MSRP) in the pricing proposal of up to 45.02%.
xi. Describe how customers verify they are receiving Contract pricing.
Convergint is dedicated to compliance and complete transparency in all our processes and
procedures. OMNIA members can rest assured that pricing is compliant based on Convergint’s
three-pronged compliance verification process.
1. We have a strict policy that ensures every proposal
is reviewed for compliance before submission to the
OMNIA member.
2. OMNIA members have access to our customer-
facing catalog and can access this catalog at any
time, giving them complete visibility and
transparency to Convergint’s pricing.
3. Convergint collaborates with OMNIA members to
verify the prices in our catalog to ensure that
Contract pricing is always accurate.
In addition to the three-pronged compliance verification process, each proposal is tracked from
start to finish. Every quarter, Convergint’s dedicated Contract Vehicles Team conducts an internal
self-audit to ensure this process has been followed.
OMNIA members are encouraged to email contractvehicles@convergint.com for further
assurance and pricing compliance questions.
xii. Describe payment methods offered.
Convergint accepts purchasing cards (P-cards) and/or credit cards as payment. There is an
additional 2.5% fee for P-card and credit card transactions. Convergint also accepts standard
Automated Clearing House (ACH) and check payments.
Convergint works with leasing programs specifically designed for public entities and their legal
requirements, such as National Cooperative Leasing (NCL), an OMNIA Partners awarded leasing
contract. We understand the need for these leasing programs when the total project cost doesn’t
fit into the customer’s budget. The programs require annual lease payments, which usually
multiply the customer’s purchasing power three (3) to five (5) times.
xiii. Propose the frequency of updates to the Offeror’s pricing structure. Describe any
proposed indices to guide price adjustments. If offering a catalog contract with discounts
by category, while changes in individual pricing may change, the category discounts
should not change over the term of the Contract.
Catalog updates are essential for Convergint to be OMNIA members’ best service provider. These
updates enable OMNIA members to access the latest and greatest technology offerings.
Convergint generally updates catalog offerings quarterly. Based on MSRP and cost changes,
catalog adjustments and discount changes may be required. Unscheduled modifications may be
requested to meet customer demands.
Page | 29
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
xiv. Describe how future product introductions will be priced and align with Contract pricing
proposed.
Convergint will provide new products and services that are consistent with our standard pricing
approach of discounts off MSRP.
xv. Provide any additional information relevant to this section.
Convergint catalog pricing is for individual components (line items) only. These items (freight,
shipping, and handling, pre-delivery inspection, installation, set-up, mandatory training, or initial
inspection) are priced individually and may be considered on contract or may be considered
“sourced” based on the individual item. Each component does not include freight, shipping,
handling, pre-delivery inspection, installation, set-up, mandatory training, or initial inspection.
Example: The price for a camera in the catalog is for the camera only. The labor to install the
camera is priced separately. The labor is quoted leveraging the Installation labor category and is
considered an on-contract purchase.
Federal Funding Pricing
Due to products and services potentially being used in response to an emergency or disaster
recovery situation in which federal funding may used, provide alternative pricing that does not
include cost plus a percentage of cost or pricing based on time and materials; if time and
materials is necessary, a ceiling price that the contractor exceeds at its own risk will be needed
as determined and set by the Participating Public Agency. Products and services provided in a
situation where an agency is eligible for federal funding. Offeror is subject to and must comply
with all federal requirements applicable to the funding including, but not limited to the FEMA
Special Conditions section located in the Federal Funds Certifications Exhibit.
Convergint will comply with all federal funding pricing requirements.
Real World Example: City of Temecula, CA
The City of Temecula awarded a contract to Convergint via a competitive RFP process for a city-
wide video surveillance project which includes the installation of over 450 cameras, the installation
of a large video wall for centralized viewing, and the integration of the City’s access control system
to provide complete command and control via a unified platform. The camera deployment includes
360 degree and PTZ camera deployments at 25 city intersections, cameras at major city parks,
and 15 city buildings. While most of the cameras are networked locally and backhauled over fiber,
numerous cameras are also networked via wireless radios operating in the 50-70GHz frequency
range to mitigate interference in the crowded 5Ghz space. The solution is based on Genetec’s
Security Center, Axis cameras, HP servers in a VM environment, 1-year retention with HP Nimble
storage, and Siklu wireless. The system is monitored by both the City’s police department as well
as their traffic management department.
Page | 30
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Not to Exceed Pricing
Region 4 ESC requests pricing be submitted as not to exceed pricing. Unlike fixed pricing, the
Contractor can adjust submitted pricing lower if needed but, cannot exceed original pricing
submitted. Contractor must allow for lower pricing to be available for similar product and service
purchases. Cost plus pricing as a primary pricing structure is not acceptable.
Convergint will comply with all not to exceed pricing requirements.
Tab 3
Performance Capability
a. OMNIA Partners Documents
Page | 31
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
TAB 3 – PERFORMANCE CAPABILITY
A. OMNIA PARTNERS DOCUMENTS
i. Include a detailed response to Appendix D, Exhibit A, OMNIA Partners Response for
National Cooperative Contract. Responses should highlight experience, demonstrate a
strong national presence, describe how Offeror will educate its national sales force about
the Contract, describe how products and services will be distributed nationwide, include
a plan for marketing the products and services nationwide, and describe how volume will
be tracked and reported to OMNIA Partners.
Exhibit A Response for National Cooperative Contract
1.0 Scope of National Cooperative
Contract Compliant Acknowledgment
• 1.1 Requirement
• 1.2 Marketing, Sales, and
Administrative Support
• 1.3 Estimated Volume
• 1.4 Award Basis
• 1.5 Objectives of Cooperative
Program
Convergint acknowledges and
complies with this requirement.
2.0 Representations and Covenants Compliant Acknowledgment
• 2.1 Corporate Commitment
• 2.2 Pricing Commitment
• 2.3 Sales Commitment Convergint acknowledges and
complies with this requirement.
3.0 Supplier Response Compliant Acknowledgment
• See below for a detailed response Convergint acknowledges and
complies with this requirement.
3.0 Supplier Response
Supplier must supply the following information for the Principal Procurement Agency to
determine Supplier’s qualifications to extend the resulting Master Agreement to Participating
Public Agencies through OMNIA Partners.
3.1 Company
A. Brief history and description of Supplier to include experience providing similar products
and services.
Convergint Company Overview
Founded in 2001 and headquartered in Schaumburg, Illinois, Convergint is an industry-leading
global systems integrator. Our expertise and strategic focus allow us to provide comprehensive
design, installation, and service for integrated building systems, including electronic security, fire
alarm, and life safety systems. We are the world’s largest security systems integrator with over
20 years of experience supporting customers. From day one, delivering value through
unparalleled customer service and consistent operational excellence has been foundational at
Convergint. Convergint’s top priority is service in every way, and this includes service to our
Page | 32
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
customers, colleagues, and communities. Our promise, and our number one objective, is to be
our customers’ best service provider.
Our experience spans all types of security technologies, including enterprise card access, IP
video management, intelligent video, UL2050, intercom, biometrics, perimeter protection, asset
protection, smartcard credential management, PSIM, physical identity access management
(PIAM), secure authentication, and compliance management.
Convergint was built on a solid foundation of Vs & Bs. Before the company was legally formed,
before we received one order, before we hired one colleague, our founding leadership began
writing down the principles that would eventually become our Vs & Bs and established a unique
and empowered culture. Our Vs & Bs have driven our positive culture throughout our
organization and differentiated us from other integrators.
Convergint’s culture is reflected in
our approach to business. We
prefer to create a partnership with
customers, vendors, and
subcontractors to ensure
everyone benefits. The
Convergint/OMNIA relationship
enhances customer safety and
security and allows OMNIA
members to focus more
resources on their core missions.
Convergint has grown to be a
global integrator with offices and
partners worldwide. Though we
are a large company with a
worldwide reach, we never lose
sight of our promise to deliver
value through unparalleled
customer service and operational
excellence, which have been
foundational at Convergint.
Convergint is a flat and integrated
organization that reacts quickly to
changing market conditions. Our
structure enables us to leverage
resources to meet our customers’
specific needs and adapt rapidly
to the ever-changing business
landscape. With 170+ locations,
6,000+ colleagues worldwide, and hundreds of partners, we can meet the most challenging
requirements and provide a high level of project support unmatched by our competitors.
Our people, culture, technologies, and superior customer service differentiate us from our
competitors. Convergint is committed to being our customers’ best service provider with a culture
of integrity, accountability, and excellence.
Page | 33
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Our People – At Convergint, our greatest strength is our people. We hire and develop the
industry’s most dedicated and qualified colleagues and provide an aggressive certification plan in
the latest technology innovations, industry trends, and regulations.
Our Culture – Convergint operates on a set of core Vs & Bs that express our responsibility to our
customers, colleagues, and communities. Our Vs & Bs are not just words on a page but are the
very fabric of Convergint culture. Our daily commitment to these ideas is one key reason our
customers continue to do business with Convergint.
Our Technologies – Convergint maintains strong relationships with the world’s leading
technology partners to provide customers with a choice of best-in-class solutions, allowing us to
provide cost-effective, customized, valued solutions and products to our customers. Instead of
being limited to one provider or one manufacturer, we promote non-proprietary systems, enabling
our customers to avoid sole source dependency and ensuring long-term system flexibility and
cost-effectiveness.
Our Services – Convergint designs service programs to meet each customer’s specific business
goals by leveraging dedicated, certified colleagues to ensure system integrity and uptime.
Convergint’s customer portal, iCare, provides real-time access to installation projects, service
work orders, status, and metrics reporting. iCare is a fully integrated tool connected to all aspects
of the Convergint enterprise, from customers to schedulers to technicians in the field. Our iCare
portal promotes transparency, improves customer service, and reduces costs through operational
efficiency improvement.
Our Products – Convergint is different because we are product agnostic. This means we are not
limited to selling a product; we instead offer an array of product choices. Convergint understands
that interoperability among disparate system types is critical to the success of your security plans,
and we have the workforce and expertise to manage complex projects at any time. Convergint
can deliver a custom-fit, scalable security solution for your organization with our open-platform
solution partners who enable technology solutions aligned to the needs of OMNIA members.
Page | 34
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
The primary solutions that we offer include, but are not limited to:
• Access control
• IP video management software (VMS) and cameras
• Intrusion detection
• Life safety and fire alarm
• Network cybersecurity
• Advanced Service Solutions Team (a team focused on supporting the systems once
they are customized and integrated)
Convergint provides integrated security, fire, and life safety systems to protect OMNIA members’
critical infrastructure assets and mitigate risk. We are committed to partnering with OMNIA
members throughout production and delivery. Our team takes a consultative and layered
approach to provide a holistic view regarding security from your facility’s perimeter to your
company’s core. Below are some of the technologies we design, install, service, and maintain for
our customers locally, nationally, and globally.
Our Partners – Convergint’s partners play a significant role in the success of our organization.
Our past project experience with these partners continues to grow and is essential for future
success. When delivering complex projects for OMNIA members, we will communicate effectively
with all partners.
Cybersecurity and privacy are a large part of Convergint’s infrastructure. We pride ourselves in
not only being our customer's best service provider but protecting those customers as well.
Convergint has two (2) partners supporting us in this initiative. SecuriThings provides risk
mitigation, predictive maintenance, and automated operations for physical security deployment.
Blackpoint provides managed detection and response (MDR) software and service with a
reliable, 24/7 cybersecurity operations and incident response platform (SNAP-Defense),
associated threat hunting, and breach response capability.
Page | 35
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Why Convergint? At Convergint, our greatest strength is our people. Our colleagues are
dedicated to delivering results. Convergint invests $20M yearly in training and certifications to
support our customers in all aspects of any project. Convergint's primary goal, as per our V & B
#6, is that we expect to be our customers’ best service provider – no matter what business they
are in. Convergint is committed to being your best service provider from local to global. This allows
us to create a solution tailored to your needs.
Page | 36
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
B. Total number and location of salespersons employed by Supplier.
Convergint has 500+ Account Executives and Sales colleagues in the US to market this contract
to customers. These colleagues are located throughout the country in more than 70+ CTCs. The
map below details our footprint and coverage in the US.
C. Number and location of support centers (if applicable) and location of corporate office.
Corporate Office:
One Commerce Drive, Schaumburg, IL 60173
Convergint has one of the most extensive footprints of any systems integrator in the US. The map
that follows indicates the locations of these offices. Complete office addresses can be found at
https://www.convergint.com/about/locations/.
Alaska
Hawaii
Continental US
Page | 37
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Annual sales for the three previous fiscal years.
Annual Sales
2018 2019 2020
$924M $1.25B $1.34B
a. Submit FEIN and Dunn & Bradstreet report.
FEIN: 36-4444620
Page | 38
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 39
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 40
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 41
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 42
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 43
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 44
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 45
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 46
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 47
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 48
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 49
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 50
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 51
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 52
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 53
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 54
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 55
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 56
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 57
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 58
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 59
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 60
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 61
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 62
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 63
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 64
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
D. Describe any green or environmental initiatives or policies.
Convergint is dedicated to developing a company culture where leadership and individual
colleagues are committed to making responsible decisions. This ensures:
• The health and safety of our colleagues, customers, business associates, and the
communities in which we operate
• The protection of our environment through responsible resource and waste management
• Sustainability by decision-making and company practices that integrates social, economic,
and environmental considerations to meet present needs without compromising future
generations
Convergint pledges to make continual, measurable improvements in our colleagues' health and
safety, as well as the environmental aspects of our operations and services.
Environment | Convergint’s policy is to operate environmentally soundly by ensuring
that our processes and procedures support a common concern for the environment.
Convergint takes steps to monitor our use of fuel, electrical energy, water, paper, and
waste products. All Convergint colleagues and business associates are expected to
operate facilities and equipment safely, resourcefully, and in an environmentally friendly
manner. Convergint colleagues ensure safe and efficient handling of our products,
conserve and recycle our by-products, and minimize waste. All worksite assessments
conducted by Convergint colleagues include consideration for the surrounding habitat.
Sustainability | Convergint is committed to excellence in providing a healthy and safe
working environment and supporting environmentally sound practices in conducting
security equipment maintenance activities. Using the Environmental Protection Agency
(EPA) Energy Star standards as our guide, we seek efficient items for all equipment
maintenance replacements or system upgrades. Whenever possible, Convergint will use
Energy Star or green products and processes if those products meet OMNIA’s members’
primary security requirements.
E. Describe any diversity programs or partners supplier does business with and how
Participating Agencies may use diverse partners through the Master Agreement. Indicate
how, if at all, pricing changes when using the diversity program. If there are any diversity
programs, provide a list of diversity alliances and a copy of their certifications.
Convergint strives to foster a supportive, accessible, and inclusive environment. We recognize
the critical importance of diversity in our workforce to reach our goal of being our customers’ best
service provider. To achieve this, Convergint has committed to the mission statement and
supporting principles and initiatives below.
Inclusion and Diversity Mission Statement
To become the most equitable and inclusive global service provider by leveraging diverse
talent and creating a culture where all colleagues can achieve their maximum potential.
Inclusion and Diversity Principles
• Foster an accessible environment in which all colleagues are recognized and valued
• Zero-tolerance policy for any form of intimidation, bullying, or harassment
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
• Promote inclusion, diversity, and equality in the workplace
• Expect and encourage all colleagues to treat everyone with dignity and respect
• Provide a safe space for anyone subject to discrimination to raise their concerns
• Ensure accessibility and inclusivity in all physical and digital workspaces, allowing
colleagues to participate and work to their full potential
Inclusion and Diversity Initiatives
• Improve recruitment and hiring processes to be more diverse and inclusive in approach
• Create safe spaces for underrepresented groups to voice their experiences and concerns
• Review and audit employment practices, procedures, and diversity performance annually
• Evolve and leverage our values and beliefs to provide a foundation of inclusion and
diversity across Convergint
• Ensure training, development, and progression opportunities are made available to all
colleagues based on merit
• Consider diversity policies of current and potential partners in procurement decisions
Convergint has developed an Inclusion and Diversity Council as a working advisory body to
Convergint leadership. The functions and responsibilities of the Inclusion and Diversity Council
are as follows:
• Serve as a communication channel through which all colleagues can express ideas as
they relate to inclusion and diversity issues
• Review Convergint’s programs, policies, and initiatives, including strategic action plans,
reports, and policy statements as they relate to inclusion and diversity
• Provide periodic updates on the Council’s goals and progress to organizational leadership
and all colleagues
• Provide advice and consultation to the Vice President of Inclusion and Diversity, Yaruba
Tate, on the development and implementation of the organization’s initiatives
• Ensure diversity, equality, and accessibility are considered in strategic management
initiatives and that strategic planning is aligned with inclusion and diversity objectives
• Develop and support initiatives aimed at promoting inclusion and diversity
• Support all levels of leadership in their efforts to enhance and promote inclusion and
diversity
Convergint’s Inclusion and Diversity Council (which includes Katelyn Wheeler and Yaruba Tate) visiting Howard
University to speak with the Dean on hiring graduates from historically Black Colleges and Universities.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Convergint Affinity Groups
• Convergint Women Connect – An affinity group that aims to evolve Convergint’s culture
through advocacy, education, philanthropy, and visibility. Our goal is threefold: to increase
the number of women and women leaders at Convergint, to lift the voices of
underrepresented women, and make Convergint an inclusive environment for all women
• Unify: A Black Affinity Group – An
affinity group that aims to help create a
more inclusive work environment by
providing education and support
surrounding tough topics that affect Black
colleagues, promoting a respectful
workplace, and advancing internal and
external diversity initiatives
• Unidos: A Hispanic and Latinx Affinity Group – An affinity group whose objective is to
help create a more inclusive work environment by providing education and support
surrounding challenging topics that affect Hispanic and Latinx colleagues
• Disability Connect – An affinity group
whose purpose is to help make
Convergint a more accessible, inclusive,
and equitable place for colleagues with
disabilities through advocacy, education,
and increasing their visibility
• AAPI Connect: An Asian American
Pacific Islander Affinity Group – An
affinity group whose purpose is to help
create a more inclusive work environment, provide a collective voice around shared issues
or concerns, promote a respectful workplace, and advance internal and external diversity
initiatives
• Veterans Connect – An affinity group
whose purpose is to enhance the work
environment for our Veterans, recruit and
retain Veterans, and highlight the value of
the Veteran skillset across Convergint
Diversity and Subcontractor Hiring Process
Convergint has a vigorous hiring process for
tractors. To best utilize the full staffing
contribution of each partner, all Convergint partners proactively submit candidates to create a
qualified portfolio for each labor category. Convergint conducts a thorough candidate vetting
process, including confirming qualifications and experience to satisfy labor category requirements
and ensuring candidates have the proper clearance to perform the work. The selection of the
most qualified candidates to meet specific customer requirements is determined using a range of
attributes, including skill, fit, experience, and cost. Convergint has established corporate
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
infrastructures with flexible management structures to respond to all projects by providing
specialized expertise and increased workload for urgent, time-critical requirements.
Convergint subcontractors are chosen for their history of acquiring and maintaining adequate
staffing levels and maximizing retention.
Convergint has experienced the benefit of working with locally owned businesses within our
employee and customer areas. Convergint personnel live and work in the local communities
where the OMNIA members maintain facilities and operations. From our perspective, this is
mutually beneficial for all involved.
Convergint understands how difficult it can be for a small business with good people and service
culture to connect with larger organizations. Convergint designed a Subcontractor Diversity
Program to make it easier to contact the right people within North American office locations. At
Convergint, every potential minority provider is evaluated based on meeting the following
requirements:
• Be certified as a minority, women, or disabled-owned for-profit business enterprise which
is at least 51% owned, operated, and controlled by US citizens who belong to any of the
following groups: women, African American, Asian American, Hispanic American, Native
American, or disabled American
• Have a minimum three-year business history
• Meet above-average quality standards
• Offer competitive pricing on goods and services
• Provide value-added products and services
• Meet insurance and indemnification requirements
• Provide at least three (3) customer references
F. Indicate if supplier holds any of the below certifications in any classified areas and
include proof of such certification in the response:
a. Minority Women Business Enterprise
☐Yes ☒ No
If yes, list certifying agency: ___________________________________
b. Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE)
☐Yes ☒No
If yes, list certifying agency: ___________________________________
c. Historically Underutilized Business (HUB)
☐Yes ☒No
If yes, list certifying agency: ___________________________________
d. Historically Underutilized Business Zone Enterprise (HUBZone)
☐Yes ☒No
If yes, list certifying agency: ___________________________________
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
e. Other recognized diversity certificate holder
☐Yes ☒No
If yes, list certifying agency: ____________________________________
G. List any relationships with subcontractors or affiliates intended to be used when providing
services and identify if subcontractors meet minority-owned standards. If any, list which
certifications subcontractors hold and certifying agency.
Convergint has relationships with and utilizes subcontractors for many labor categories in
locations across the nation. Convergint subcontractors are chosen for their history of acquiring
and maintaining adequate staffing levels and maximizing retention.
Convergint understands how difficult it can be for minority-owned businesses to connect with
larger organizations. Convergint designed a Subcontractor Diversity Program which is detailed in
our response to question “TAB 3 – PERFORMANCE CAPABILITY, A., 3.1, E.”
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
H. Describe how supplier differentiates itself from its competitors.
Convergint provides vital differentiators that set us apart from our competitors; some of them are
outlined in the table below.
Our Differentiators
Nationwide Footprint
Our presence provides OMNIA members with available, certified, trained,
and experienced technicians to support their contracts.
Certified Personnel OMNIA members gain access to over 1,200 active Convergint field
personnel with recent and relevant experience supporting the
government.
Safety First
Convergint culture is founded on safety, with mandatory safety training
performed every week for colleagues across the company.
Product Expertise:
The Premier Security
Systems Integrator
Convergint is the world’s largest VAR of Lenel, Software House, Genetec,
and Avigilon. We leverage our status as the largest independent security
systems integrator to negotiate aggressive pricing from our
manufacturers, which allows us to provide OMNIA members with
exceptional value.
Unique Tools Such
as iCare
iCare is Convergint’s web-based portal promoting transparency,
improving customer service, and reducing cost through operational
efficiencies. iCare is a fully integrated tool connected to all aspects of the
Convergint enterprise, from schedulers to technicians in the field.
Federal, State, and
Local Experience
Convergint has the highest security, IT, and building integration occurring
today. Convergint has been named the 2021 #1 Systems Integrator of the
year by SDM Magazine for the Fourth Year in a Row.
Our People
We are the fastest growing and leading security integrator because of our
people. In a recent colleague survey, 97.5% of our colleagues believe that
Convergint is a great company to work for, and 99.5% believe the future
at Convergint is excellent.
I. Describe any present or past litigation, bankruptcy or reorganization involving supplier.
Convergint is proud of our high ethical standards and strong customer service focus. There are
no pending or threatened claims reasonably likely to have a materially adverse effect on our
financial stability.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 71
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
J. Felony Conviction Notice: Indicate if the supplier
a. is a publicly held corporation and this reporting requirement is not applicable
b. is not owned or operated by anyone who has been convicted of a felony
c. is owned or operated by and individual(s) who has been convicted of a felony and
provide the names and convictions
Convergint indicates “b. is not owned or operated by anyone who has been convicted of a felony.”
K. Describe any debarment or suspension actions taken against supplier.
Convergint has not had any suspensions or debarments applied to our organization in the
company’s history.
3.2 Distribution, Logistics
A. Each offeror awarded an item under this solicitation may offer their complete product and
service offering/a balance of line. Describe the full line of products and services offered
by supplier.
Please see Convergint’s response above in “TAB 2 – PRODUCTS/PRICING, iii.”
B. Describe how supplier proposes to distribute the products/service nationwide. Include any
states where products and services will not be offered under the Master Agreement,
including U.S. Territories and Outlying Areas.
Convergint has well-established business processes across our distribution partner base. As
standard practice, Convergint’s key distributor manufacturing partners are in constant
communication with updates on existing inventory levels and general information on any product
families potentially being impacted by supply disruptions. Convergint continually reviews the
potential for product shortages and supply chain stability to be proactive rather than reactive. With
the help of our distribution partners, Convergint stays informed on the assembly and factory
locations to help us understand where potential delays might be occurring due to work restrictions
or logistics delays arising outside of the US. Convergint monitors which suppliers may face
shortages, based on raw material and components to full assemblies and even possible logistics
delays, such that scheduling can be re-aligned as necessary. Convergint and its major partners
have not faced any significant product supply disruption during our long-standing relationships.
Convergint seeks continuous improvement regarding our product supplier partners, works with
partners that exhibit social responsibility related to their manufacturing operations, and has
communicated at both the product and corporate level. Convergint project teams regularly
coordinate activity across various locations with product vendors. Key product partners hold
regularly scheduled business review meetings with Convergint’s leadership to discuss supply
chain procedures.
All products and services will be offered under the Master Agreement, including US Territories
and Outlying Areas.
C. Describe how Participating Agencies are ensured they will receive the Master Agreement
pricing; include all distribution channels such as direct ordering, retail or in-store
locations, through distributors, etc. Describe how Participating Agencies verify and audit
pricing to ensure its compliance with the Master Agreement.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Convergint has a strict compliance policy ensuring all proposals are reviewed for compliance
before submission to OMNIA members. This process ensures that each OMNIA member obtains
the proper pricing, that Convergint reports all sales under the contract each month, and that
Convergint remits the proper administrative fee to OMNIA.
Each proposal is tracked, and each quarter, the Convergint Contract Vehicles Team conducts an
internal self-audit to ensure all awards are reported and all proposals reviewed.
D. Identify all other companies that will be involved in processing, handling or shipping the
products/service to the end user.
Convergint is a product agnostic integrator. As such, each manufacturer listed in our catalog will
be responsible for processing, shipping, and handling to Convergint or, in some cases, the end-
user. Additionally, in the rare instances in which Convergint does ship items to an end-user, United
Parcel Service (UPS) or Federal Express (FedEx) are the preferred shipping companies.
E. Provide the number, size and location of Supplier’s distribution facilities, warehouses and
retail network as applicable.
Convergint has 70+ CTCs in the US. Each CTC has its own warehouse/storage facility for
standard parts. Convergint warehouses are typically stocked with products designated for
scheduled or ongoing installation projects and service contracts. We do not stock products that
are not tagged to a current project or service contract; instead, we are fortunate to work with a
wide range of product partners and distribution channel partners that maintain a steady supply of
products. All Convergint service trucks keep a stock of standard parts that can be utilized quickly
for a service call. If parts that need to be replaced are not on the service truck, the service
technician is authorized to go to a Convergint warehouse to obtain what is necessary to get the
job done.
Convergint is product agnostic, which means we are not limited by selling any single product. We
offer an array of product choices by teaming up with our product partners to create solutions
tailored to our customers’ needs.
3.3 Marketing and Sales
A. Provide a detailed ninety-day plan beginning from award date of the Master Agreement
describing the strategy to immediately implement the Master Agreement as supplier’s
primary go to market strategy for Public Agencies to supplier’s teams nationwide, to
include, but not limited to:
i. Executive leadership endorsement and sponsorship of the award as the public
sector go-to-market strategy within first 10 days
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Convergint acknowledges this requirement.
ii. Training and education of Supplier’s national sales force with participation from the
Supplier’s executive leadership, along with the OMNIA Partners team within first 90
days
With an annual training budget of approximately $20M, Convergint invests in its sales
colleagues to become experts on products and services. A portion of our overall training
budget is allocated for the learning curriculum associated with our SLED Team. This
includes, but is not limited to, programs targeted for sales, operations, and service
colleagues related to cooperative purchasing programs, such as OMNIA.
• SLEDucation Training Sessions – Tailored content specific to our dedicated SLED
Account Executives working with cooperative purchasing programs such OMNIA,
including the sales process, best practices, updates on tools, proposal management,
and member testimonials
• Compliance Training – Via webinar or on-site, Convergint’s dedicated Contract
Vehicles Team has extensive training programs on the importance of compliance
related to cooperative purchasing programs such as OMNIA. We have instructional
webinars, videos, demos, and numerous documents designed to keep all colleagues
following the processes and procedures outlined in the contract
• New Hire Orientation – All Convergint new hires attend an orientation session that
includes an overview of OMNIA, the sales process, tools, resources, marketing, and
compliance
• SLED Road Show – Every year, as a part of our sales annual business planning, our
SLED Team identifies key geographies and field offices targeted for growth with
resource and infrastructure investments. Our SLED Team mobilizes on site with the
local field office for two (2) full days of training, including sales process, tools,
resources, marketing, and compliance. The goal of the SLED Road Show is to spread
awareness of contract vehicle cooperatives and provide visibility, which we believe
leads to more cooperative sales
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
B. Provide a detailed ninety-day plan beginning from award date of the Master Agreement
describing the strategy to market the Master Agreement to current Participating Public
Agencies, existing Public Agency customers of Supplier, as well as to prospective Public
Agencies nationwide immediately upon award, to include, but not limited to:
i. Creation and distribution of a co-branded press release to trade publications
ii. Announcement, Master Agreement details and contact information published on
the Supplier’s website within first 90 days
iii. Design, publication and distribution of co-branded marketing materials within first
90 days
Convergint understands the importance of marketing the OMNIA contract. Critical to any
marketing campaign is a focused and concerted strategy in the objective, approach, and
implementation of the tactics to meet one’s overall goals. Convergint will execute a direct
marketing plan targeting existing and potential customers by utilizing multiple digital and
media channels, including web and email marketing components on Convergint’s website.
We will continue to offer direct marketing for OMNIA Partners and complete the leg work
necessary to bring the new work to the contract.
Within the first 90 days, Convergint will implement a marketing plan designed to reach
new and existing customers consisting of using, but not limited to, the following strategies:
• A co-branded press release will be created and distributed
o Sent on the wire and to trade publications (advertisement of contract in regional
or national publications)
o Added to the Convergint.com news section
o Will appear on the Convergint.com homepage
• Our Convergint Sales and Leadership Team's internal announcement will include an
updated marketing kit consisting of a co-branded OMNIA Partners brochure, selling
points, and sales execution strategies
• Updated co-branded press release through a digital marketing campaign on LinkedIn,
Twitter, Instagram, YouTube, etc.
• Outbound activity models that leverage our Sales Development Representatives,
including email and appointment setting campaigns
• “Professional associations for cooperative purchasing” advertisement in regional and
national publications
• Updated dedicated OMNIA internet web-based homepage with points of contact,
contract information and services offered, customer-specific value proposition, and
marketing materials
• Visibility and outreach through active participation in National and Regional
conferences, including conferences held by the National Institute of Government
Purchasing (NIGP), National Procurement Institute (NPI), Association of School
Business Officials (ASBO), Association of Public Procurement Officials (APPO), etc.
• Demand generation through Convergint customer forums and webinars, specifically
including cooperative purchasing power information, which highlights our OMNIA
program
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
A thorough marketing plan considers the customer’s decision-making process and
outlines the most effective communication methods. Convergint successfully deployed a
strategic marketing plan for our current OMNIA contract (awarded in 2017), allowing
significant reach, visibility, and branding. Through this successful deployment, we added
124 new customers for OMNIA. Convergint’s strategic marketing plan is based upon the
following principles:
• A thorough understanding of OMNIA, industry drivers, business objectives, and
operational issues
• A sales-ready organization well-educated on the OMNIA program, the benefits to
our customers, and the tools for strategic sales execution planning
• Defining metrics to achieve results
• Ability to receive, analyze, distribute, and execute lead generation from
marketing/lead generation programs
To ensure open communication between Convergint and OMNIA, monthly calls are held
to discuss business, sales, marketing, and event updates. During a typical meeting, the
Convergint Contract Vehicles Team and the Convergint Senior Director of Business
Development, Richard Shook, meet with the OMNIA's Partner Development Manager and
OMNIA's Vice President, Judd Conner, to go over products and services updates, as well
as contract updates. Convergint and OMNIA go over industry trends and sales, such as
year-over-year growth, monthly performance, and business in the pipeline. In addition, the
teams discuss marketing campaigns, event and trade show planning, and training to drive
business. Below is an outline of a typical agenda for this monthly meeting.
Agenda:
• Business Updates
o Products/services, contract updates
o Industry trends, organizational changes, etc.
• Sales Updates
o Year-to-date (YTD), variance, monthly performance
o Tracking of initiatives
• Marketing Updates
o Campaign updates – past and upcoming
• Events/Training
o Trade shows/industry events
• Training for dealers/representatives, etc. – past and upcoming
Convergint’s updated, dedicated OMNIA Partners webpage.
www.convergint.com/convergint-omnia-partners/
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Our goal is to position OMNIA to gain targeted accounts and new business. Convergint
will work with OMNIA to determine how we can market the contract effectively and
efficiently to continue this mutually beneficial and successful partnership.
iv. Commitment to attendance and participation with OMNIA Partners at national (i.e.
NIGP Annual Forum, NPI Conference, etc.), regional (i.e. Regional NIGP Chapter
Meetings, Regional Cooperative Summits, etc.) and supplier-specific trade shows,
conferences and meetings throughout the term of the Master Agreement
Convergint currently attends and participates with OMNIA at various national, regional,
and supplier-specific trade shows and conferences throughout the US as requested.
Convergint colleagues across the country actively work directly with OMNIA to identify
specific trade shows available for both parties. This will not change with the new Master
Agreement put in place. Convergint has identified multiple trade shows and conferences
actively working with OMNIA. For example, in California, the CA Association of Public
Procurement Officials, Inc. trade show will be attending at the end of January.
Over 75 trade shows were identified nationally and regionally by Convergint sales
colleagues. Due to the pandemic, many of the locations and dates are still “to be
determined” (TBD). The below table identifies the trade shows for the first quarter of 2022.
Convergint Value
Convergint customers pay less for products and save time by leveraging contract vehicles. This
streamlined procurement method is used by public entities to purchase goods and services at a
pre-negotiated price.
In support of our state, local, and education customers, Convergint’s team of government experts
works alongside each local office to provided solutions and services with total contract compliance.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
v. Commitment to attend, exhibit and participate at the NIGP Annual Forum in an area
reserved by OMNIA Partners for partner suppliers. Booth space will be purchased
and staffed by Supplier. In addition, Supplier commits to provide reasonable
assistance to the overall promotion and marketing efforts for the NIGP Annual
Forum, as directed by OMNIA Partners
Convergint acknowledges these requirements and is committed to participating in and
attending national and regional conferences and reasonably assisting in the overall
promotion and marketing efforts for the NIGP Annual Forum.
vi. Design and publication of national and regional advertising in trade publications
throughout the term of the Master Agreement
Convergint acknowledges these requirements and is committed to working with OMNIA
to design and publish national and regional advertising in trade publications throughout
the term of the Master Agreement.
Page | 78
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
vii. Ongoing marketing and promotion of the Master Agreement throughout its term
(case studies, collateral pieces, presentations, promotions, etc.)
Convergint will continue to work with OMNIA to maximize our contract's growth mission.
Our collective effort consists of having the following mutual goals:
• Co-authored marketing and branding
o Example: Convergint and OMNIA collaborating on strategic industry events
and targeted trade associations
• Industry-specific strategic initiatives with Convergint and OMNIA for joint business
development
o Example: Leverage grants and funding programs with OMNIA as the
preferred procurement method
• Joint legislative efforts to capture State Contracts leveraging OMNIA as the
Participating Addendum (PA)
o Example: Convergint’s Utah State Contract with OMNIA as the PA
viii. Dedicated OMNIA Partners internet web-based homepage on Supplier’s website
with:
• OMNIA Partners standard logo
• Copy of original Request for Proposal
• Copy of Master Agreement and amendments between Principal Procurement
Agency and Supplier
• Summary of Products and pricing
• Marketing Materials
• Electronic link to OMNIA Partners’ website including the online registration
page
• A dedicated toll-free number and email address for OMNIA Partners
Convergint has updated its dedicated OMNIA Partners website.
www.convergint.com/convergint-omnia-partners/.
Please see graphic below of the website.
Real World Example:
In 2020, Convergint leveraged our existing OMNIA Partners contract to create a PA State Contract
with the State of Utah.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
C. Describe how Supplier will transition any existing Public Agency customers’ accounts to
the Master Agreement available nationally through OMNIA Partners. Include a list of
current cooperative contracts (regional and national) Supplier holds and describe how the
Master Agreement will be positioned among the other cooperative agreements.
OMNIA’s contracts are Convergint’s primary contracts where states do not require procurement
through a state contract or a state-sponsored cooperative. Convergint works diligently to inform
existing public agency customers of the benefits of leveraging OMNIA's contracts. Our Regional
SLED Business Development Team engages in joint business development activities with the
Omnia Partners Regional Managers to proactively promote the adoption and usage of our OMNIA
contract. Recent examples of success as a result of these efforts include Santa Clara County,
Knoxville Public Building Authority, and Bexar Appraisal District to name a few.
This marketing process is detailed in our response in “TAB 3 – PERFORMANCE CAPABILITY,
3.3, A. and B.”
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Convergint Current Cooperative Contracts (Regional and National)
Sourcewell Contract 030421-
CTL NCPA Contract 12-15 NASPO Contract
4400018450
State of Alabama Contract State of Georgia Contract State of Hawaii Contract
(NASPO)
State of Kansas Contract PA
(Sourcewell)
State of Louisiana Contract
PA (Sourcewell)
State of Massachusetts
Contract
State of Minnesota Contract State of New York Contract State of North Carolina
(NASPO)
State of Tennessee Contract State of Utah Contract PA
(OMNIA) State of Utah Contract
State of Washington Contract State of Connecticut
Contract
D. Acknowledge Supplier agrees to provide its logo(s) to OMNIA Partners and agrees to
provide permission for reproduction of such logo in marketing communications and
promotions. Acknowledge that use of OMNIA Partners logo will require permission for
reproduction, as well.
Convergint acknowledges this requirement and agrees to provide and ask permission regarding
logo usage.
E. Confirm Supplier will be proactive in direct sales of Supplier’s goods and services to
Public Agencies nationwide and the timely follow up to leads established by OMNIA
Partners. All sales materials are to use the OMNIA Partners logo. At a minimum, the
Supplier’s sales initiatives should communicate:
i. Master Agreement was competitively solicited and publicly awarded by a Principal
Procurement Agency
ii. Best government pricing
iii. No cost to participate
iv. Non-exclusive
Convergint acknowledges this requirement. Our OMNIA sales initiatives have, and will continue
to, include the above information.
F. Confirm Supplier will train its national sales force on the Master Agreement. At a minimum,
sales training should include:
i. Key features of Master Agreement
ii. Working knowledge of the solicitation process
iii. Awareness of the range of Public Agencies that can utilize the Master Agreement
through OMNIA Partners
iv. Knowledge of benefits of the use of cooperative contracts
Convergint confirms we will continue to train our sales colleagues on the Master Agreement.
Convergint will educate our dedicated sales colleagues on contract vehicles' proposal process
and requirements. SLEDucation training sessions provide training detailing both the bid/proposal
and reporting requirements necessary by the OMNIA contract. SLEDucation training curriculum
is grouped into four (4) main learning categories:
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& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
In addition, Convergint is holding an annual sales conference in March of 2022. All sales and
operations colleagues will learn about the new contract implement best practices. After this
presentation, the Regional Business Development Managers will work with Account Executives
across the nation to qualify and examine opportunities we can bring to OMNIA while leveraging
the existing customer base OMNIA currently holds.
G.Provide the name, title, email and phone number for the person(s), who will be responsible
for:
i.Executive Support
Mike Mathes
Executive Vice President
mike.mathes@convergint.com
714-546-2780
Vincent Piau
Executive Director
vincent.piau@convergint.com
301-641-9616
ii.Marketing
Katelyn Wheeler
Government Contracts Administrator
katelyn.wheeler@convergint.com
443-433-6815
2019 SLEDucation training session participants.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
iii. Sales
Richard Shook
Senior Director of Business Development
richard.shook@convergint.com
404-867-0111
iv. Sales Support
Katelyn Wheeler
Government Contracts Administrator
katelyn.wheeler@convergint.com
443-433-6815
v. Financial Reporting
Katelyn Wheeler
Government Contracts Administrator
katelyn.wheeler@convergint.com
443-433-6815
vi. Accounts Payable
Katelyn Wheeler
Government Contracts Administrator
katelyn.wheeler@convergint.com
443-433-6815
vii. Contracts
Katelyn Wheeler
Government Contracts Administrator
katelyn.wheeler@convergint.com
443-433-6815
H. Describe in detail how Supplier’s national sales force is structured, including contact
information for the highest-level executive in charge of the sales team.
Convergint has 500+ Account Executives and sales colleagues in the US to market this contract
to customers. Of those Account Executives, 100 are engaged in the SLED market sector and
actively selling contract vehicles to current and prospective customers.
The highest-level executive in charge of the Convergint SLED Sales Team is:
Richard Shook
Senior Director of Business Development
richard.shook@convergint.com
404-867-0111
I. Explain in detail how the sales teams will work with the OMNIA Partners team to implement,
grow and service the national program.
Convergint has a thorough understanding of our customers, their industry drivers, business
objectives, and operational issues. We have a sales-ready organization well educated on the
OMNIA program, the benefits to our customers, and the tools for strategic sales execution.
Convergint plans to specifically increase our state and local market share by differentiating itself
from the competition, by knowing target customers, and finally by promoting OMNIA within
Convergint and to current customers. Convergint will publish press releases, conduct direct
marketing campaigns, and use trade show representation to increase our overall OMNIA sales.
Finally, per our organizational structure within Convergint, the Regional Business Development
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Managers will educate and support our many sales personnel on the nuances of the OMNIA
contract to further promote and drive sales.
I. Explain in detail how Supplier will manage the overall national program throughout the
term of the Master Agreement, including ongoing coordination of marketing and sales
efforts, timely new Participating Public Agency account set-up, timely contract
administration, etc.
Critical to any national initiative is ongoing coordination and collaboration between marketing and
sales. Convergint understands the importance of marketing the OMNIA contract. For more details
regarding Convergint’s ongoing coordination of marketing and sales efforts, please see “TAB 3 –
PERFORMANCE CAPABILITY, 3.3, A. and B.”
J. State the amount of Supplier’s Public Agency sales for the previous fiscal year. Provide a
list of Supplier’s top 10 Public Agency customers, the total purchases for each for the
previous fiscal year along with a key contact for each.
Please see the table below for Convergint’s public agency sales figures for 2020. We ask that
OMNIA notify Convergint before reaching out to key contacts. We would like to alert key contacts
to expect and respond to any communication from OMNIA.
Public Agency Sales & Key Contacts
Customer Name 2020 Sales Key Contact
Dallas County Community College
District, TX $10,931,082 Keith Clicque, Police Lieutenant
214-378-1653
Douglas County School District,
CO $4,682,943
Mark Brown
Information Technology Program Manager
720-433-1011
Orange County Public Schools, FL $3,846,503
Mark Davis, Deputy Manager,
Construction
407-317-3700
Hillsborough County, FL $2,996,503 Hal Friend, Security Manager
813-274-6722
Palm Beach County Schools
FL $2,957,115 Tim Woodruff, Senior Project Administrator
561-882-1932
MAIZE United School District 266,
KS $2,518,698
Richard Bell, Assistant Superintendent
Personnel and Operations
316-350-3021
State of Georgia (Multiple
Agencies) $2,394,207
Ralph Velez, Director of Security
Operations at Atlanta Public Schools
404-802-3544
Texas State University $1,611,340 Robert Peavy, Network Technician
512-332-6576
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
University of Texas Southwestern
Medical Center $1,397,182
Edward Donoho, Technical Operations
Supervisor
214-648-2603
Gresham School District, OR $1,369,368 Terry Taylor, Director of Facilities
503-258-4700
K. Describe Supplier’s information systems capabilities and limitations regarding order
management through receipt of payment, including description of multiple platforms that
may be used for any of these functions.
Order management for OMNIA
members is managed via
Convergint’s iCare platform.
Invoices are available for review by
OMNIA members (based on
permissions) at any time.
Additional proposals initiated
during the project by OMNIA
members are also recorded in
iCare. Transparent updates on
proposal statuses are available to
the project team at any time,
creating accountability and timely
responses, as well as a full
detailing of project costs from start
to finish.
The information included in iCare’s reporting tools for invoicing consists of the total value of
invoices, number of invoices, and average spend per invoice. iCare shows reporting of invoicing,
but the invoicing itself is done through Spectrum (Convergint’s accounting and invoicing software
platform). A service coordinator or project coordinator enters all invoicing.
Convergint has several options for invoicing, including monthly, quarterly, semi-annual, and
annual invoicing. We will work with OMNIA members to develop the best way to invoice based on
their requirements. Convergint recommends semi-annual invoicing for Convergint Service Plans
(CSPs). Convergint can provide electronic invoices in portable document format (PDF).
L. Provide the Contract Sales (as defined in Section 12 of the OMNIA Partners Administration
Agreement) that Supplier will guarantee each year under the Master Agreement for the
initial three years of the Master Agreement (“Guaranteed Contract Sales”).
Contract Sales
Year Guaranteed Contract Sales
One $7,000,000.00
Two $8,500,000.00
Three $12,000,000.00
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee shall
be calculated based on the greater of the actual Contract Sales and the Guaranteed
Contract Sales.
Convergint is proposing a 2% administrative fee.
State and State Agencies Cities, Counties, and
Municipalities
Public/Private Primary
Education Institutions and
Systems
Public and Private Higher
Education Institutions
Special Districts Nonprofits and Charitable
Organizations
M. Even though it is anticipated many Public Agencies will be able to utilize the Master
Agreement without further formal solicitation, there may be circumstances where Public
Agencies will issue their own solicitations. The following options are available when
responding to a solicitation for Products covered under the Master Agreement.
i. Respond with Master Agreement pricing (Contract Sales reported to OMNIA
Partners)
ii. If competitive conditions require pricing lower than the standard Master Agreement
not-to-exceed pricing, Supplier may respond with lower pricing through the Master
Agreement If Supplier is awarded the contract, the sales are reported as Contract
Sales to OMNIA Partners under the Master Agreement
iii. Respond with pricing higher than Master Agreement only in the unlikely event that
the Public Agency refuses to utilize Master Agreement (Contract Sales are not
reported to OMNIA Partners)
iv. If alternative or multiple proposals are permitted, respond with pricing higher than
Master Agreement, and include Master Agreement as the alternate or additional
proposal
Detail Supplier’s strategies under these options when responding to a solicitation.
i. Respond with Master Agreement pricing (Contract Sales reported to OMNIA)
a. This is the preferred option and is used whenever possible. The proposal is
submitted to the OMNIA member following the Convergint compliance review
process and Master Agreement terms and conditions review.
ii. If competitive conditions require pricing lower than the standard Master Agreement not-
to-exceed pricing, the Supplier may respond with lower pricing through the Master
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Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Agreement. If Supplier is awarded the contract, the sales are reported as Contract Sales
to OMNIA under the Master Agreement
a. We propose lower pricing for the benefit of the customer. In this option, the strategy
is to maintain a competitive edge (or honor historical pricing) by offering lower than
the standard Master Agreement not-to-exceed pricing. The proposal is submitted
to the OMNIA member following the Convergint compliance review process and
Master Agreement terms and conditions review.
iii. Respond with pricing higher than Master Agreement only in the unlikely event that the
Public Agency refuses to utilize Master Agreement (Contract Sales are not reported to
OMNIA)
a. If the public agency refuses to utilize the Master Agreement, standard Convergint
pricing would be proposed, and the standard RFP process would be followed.
iv. If alternative or multiple proposals are permitted, respond with pricing higher than Master
Agreement, and include Master Agreement as the alternate or additional proposal
a. This option is only provided upon customer request to offer the customer options
for procurement. Proposal leveraging the Master Agreement is submitted to the
member following the Convergint compliance review process and Master
Agreement terms and conditions review.
ii. The successful Offeror will be required to sign Appendix D, Exhibit B, OMNIA Partners
Administration Agreement prior to Contract award. Offerors should have any reviews
required to sign the document prior to submitting a response. Offeror’s response should
include any proposed exceptions to OMNIA Partners Administration Agreement on
Appendix B, Terms and Conditions Acceptance Form.
Please see Convergint’s signed Appendix B, Terms and Conditions Acceptance Form located in
“TAB 1 – a.”
iii. Include completed Appendix D, Exhibits F. Federal Funds Certifications and G. New Jersey
Business Compliance.
Please see the following pages for the completed Appendix D - Exhibits F and G, respectively.
In August 2016, Orange County Public Schools issued an RFP 1608-171 for Enterprise Video
Management System Integration where the video solution was not specified. Convergint proposed the
Avigilon platform and was selected as the sole provider for video and access control design, installation,
consultation, service, and support. Convergint ranked the highest in their RFP evaluation scoring rubric,
presented to the School Board and was subsequently awarded a five-year inclusive contract. Our
contract with Orange County Public Schools includes a 10% minority/women-owned business
enterprise (MWBE) and local developing business (LDB) goal requirement, and we include another 3%
veteran business enterprise (VBE) performance, which we meet and exceed with our teaming partners.
Regular disadvantaged business enterprise (DBE) progress reports are required of Convergint by the
schools. Convergint supports their access and video system of 5,000+ cameras at 130 schools and
facilities.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 88
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 89
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 90
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 91
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 92
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Appendix D, Exhibit G. New Jersey Business Compliance
DOC #1 Ownership Disclosure Form
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
DOC #2 Non-Collusion Affidavit
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
DOC #3 Affirmative Action Affidavit
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 99
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 100
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
DOC #4 Political Contribution Disclosure Form
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 102
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
DOC #5 Stockholder Disclosure Certification
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
DOC #6 Certification of Non-Involvement in Prohibited Activities in Iran
Page | 105
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 106
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
DOC #7 New Jersey Business Registration Certificate
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
DOC #8 EEOAA Evidence
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
DOC #9 MCBRIDE-PRINCIPLES
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Exhibit H
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
iv. Describe how Offeror responds to emergency requests.
Standard Service Level Agreement (SLA) – Response Times
Convergint's standard SLA is outlined below in the provided table. As described, these are our
standard emergency response times. However, Convergint will work directly with OMNIA members
to outline the exact requirements needed.
Convergint’s iCare will give OMNIA members the ability to create preventive or on-request service
work orders from one location for all facilities, including the ability to:
• Select work order priority (P1, P2, P3) and required response time
• Display site requirements specific to each site/location
• Provides real-time updates of work order information and status based on pre-
programmed workflows set to meet the customer's communication requirements
The work order history in iCare includes time stamps of work order activity, parts ordered, a
description of work performed, and a summary of invoicing and billing.
v. Describe Offeror’s history and ability to meet service and warranty needs.
Service Requirements
Convergint can coordinate, plan, evaluate, control, and schedule activities to meet contract
deliverables. Our Service Manager will delegate the authority to make day-to-day operational
decisions. The team will ensure that deliverables are prepared following the contract and meet all
Standard Service Level Agreement – Definitions and Response Times
Priority Definitions Phone Response Time
Priority 1
(P1) –
Emergency
A sudden, urgent, usually
unexpected failure of the access
control, video management system,
or network connection(s) that
compromises life safety, interrupts
business operations or poses a
significant risk of damage or loss to
assets
2-Hour
Acknowledgment
Within 4 hours (in-
route) of call
acknowledgment
(24/7/365 – same-
day response)
Priority 2
(P2) –
Standard
A typical security system failure
where non-critical functions,
procedures, or resources are
negatively impacted and has a
moderate impact on overall security
operations
4-Business Hours
Acknowledgment
On-site within
12 business hours
of call
acknowledgment, a
technician may be
dispatched to arrive
the next business
day
Priority 3
(P3) –
Scheduled
For a security system failure that is
not time-sensitive and marginally
increases in impact or inconvenience
over time, a workaround is available.
4-Business Hours
Acknowledgment
Resolution times are
scheduled on an
item-by-item basis
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
schedules outlined in the Statement of Work (SOW). Our service and maintenance approach
incorporates eight (8) management principles:
Service and Maintenance Management Principles
Flexibility Meet changing requirements and situation
Adaptability Manage simultaneous tasks and implement improvements
Scalability Respond to OMNIA members’ changing mission requirements
Responsiveness Respond rapidly to OMNIA members tasking
Integration Facilitate communication among personnel and the Customer
Responsibility Empower all levels of management
Delegation of Authority Enable effective decisions to be made at the lowest practical
level and to provide real-time management information
Accountability Provide personnel with clear objectives and well-defined
performance and reporting requirements
Convergint’s technical support contract approach incorporates many of the same elements we
currently use on contracts, with suitable adaptations for new requirements in the SOW. Convergint
employs a proactive service delivery approach that emphasizes regular testing and preventive
maintenance of hardware and software, focusing on likely problem areas. Using software tools like
iCare, we capture data that is analyzed and used to increase system performance and reliability.
Convergint provides security system preventive services for all systems and components following
the manufacturer’s recommendations and our Playbook to address areas that adversely affect
system performance. Benefits to a proactive service delivery approach include:
1. Less system downtime and minimized impact on operations
2. Maintain and extend the lifecycle of installed systems and components
3. Consistent reporting and inventory of the installed devices
4. Increased service efficiency of proactive scheduled maintenance versus reactive
emergency service calls
5. Lower overall service cost of regularly scheduled calls during regular business hours
6. It provides a methodology to manage product obsolescence
When completing a service call on-site, Convergint technicians conduct a routine inspection and
repair of security system components. All replacement parts will be the same or better quality than
the original.
Warranty
Please refer to “TAB 2 – PRODUCTS/PRICING, ix.” for detailed warranty information.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
vi. Describe Offeror’s customer service/problem resolution process. Include hours of
operation, number of services, etc.
Convergint has over 70 locations in the US to support Omnia members. Our standard hours of
operation are Monday through Friday, 8:00 AM – 5:00 PM. However, our service technicians
can be provided on an on-call 24/7 basis. Upon notice of an issue, we will contact the OMNIA
member to acknowledge and evaluate the problem and give an estimated arrival time.
iCare connects all aspects of the Convergint enterprise, from OMNIA members and their team to
schedulers to technicians in the field. Convergint will leverage our 24/7/365 customer support
experience, including fully staffed, prepared technical experts, to support on-site maintenance
needs. Through our expertise in maintaining and documenting configuration changes utilizing
iCare and managing the maintenance of all materials and their changes, reporting and approving
changes to the government, OMNIA members will have a smooth maintenance and service
program with total transparency from Convergint.
We use KPI metrics available in iCare, such as “first-time fix” and “average cost per call,” to drive
our cycle of continuous improvement and cost-efficiency. Historically, our customers have gained
at least a 25% improvement of KPIs over the first two (2) years of our engagements.
Convergint looks beyond the immediate problem to the wider implications. Service Coordinators
(at least one per CTC) handle incoming calls, including service dispatching, tracking, and
scheduling of calls. Service Coordinators also perform call status tracking and call changes,
entering new sites, modifying existing sites, and handling general inquiries.
Additionally, Service Coordinators create and dispatch work orders in iCare daily to schedule
planned maintenance and services, attend planning sessions, and conduct weekly service
paperwork reconciliation. They also procure parts/materials for service work orders and provide
Service Specialists with badging and access to customers’ sites while ensuring the specialists
have completed all customer-specific training before giving access.
Service Specialists will then diagnose, troubleshoot, repair, and replace defective parts and debug
a substantial variety of systems for complex problems. They install projects, complete accurate
and detailed service reports and inventory, provide custom systems integrations, detailed systems
upgrade planning and execution, systems audit and consultation, and/or database management
and manipulation. Service Specialists respond to all types of customer service calls, scheduled
maintenance calls, and emergency and after-hours calls quickly.
Additionally, Service Specialists may install, configure, and support various network systems and
equipment for assigned projects. Convergint Service Specialists ensure all service calls are
executed according to Federal, State, and local regulations and company health and safety
policies and procedures. Our Service Specialists kept up to date and informed on all company
products, services, and policies and maintain product certifications while participating in ongoing
training for products and procedures.
Convergint Value
Convergint’s Premium Service Center is a dedicated support team with the purpose of providing
exceptional service delivery for national customers. This white-glove approach results in a premium
customer service experience using a streamlined work order process, ensuring that customers’ critical
priorities are met at the highest levels.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
vii. Describe Offeror’s invoicing process. Include payment terms and acceptable methods of
payments. Offerors shall describe any associated fees pertaining to credit cards/p-cards.
Please see our response in “TAB 2 – PRODUCTS/PRICING, xii.”
viii. Describe Offeror’s contract implementation/customer transition plan.
Please our response in “TAB 3 – PERFORMANCE CAPABILITY, C. and I.”
ix. Describe the financial condition of Offeror.
Convergint is a privately-owned, fiscally solid business that has experienced consistent revenue
growth over the past 20 years.
x. Provide a website link and describe any website’s capabilities and functionality.
Please see our website: www.convergint.com.
xi. Describe the Offeror’s safety record.
Safety is a core value of Convergint; no matter the priority or changing business focus,
Convergint’s commitment to safety shall not be compromised. Convergint is deliberate in focusing
on safety, and every meeting and project starts with a safety review.
Convergint is committed to providing the tools, training, and programs to ensure all projects and
service calls are completed with zero incidents or injuries. Convergint has a dedicated Safety
Coordinator in each office under the direction of the National Safety Officer to support this culture
and increase safety awareness among all colleagues.
Convergint’s strong belief in workplace health and safety is supported by the following:
• Written health and safety programs
• Management’s commitment and expectations of adherence to the program
• Colleague participation
• Resources to meet safety and health program requirements
• Project-specific Safety Activity Plans
• Weekly safety meetings for field supervisors and colleagues
• Hazard recognition and control
• Meeting contractor requirements of the Occupational Safety and Health Administration
(OSHA) Process Safety Management of Highly Hazardous Chemicals
• Substance abuse programs, including pre-employment and random testing
• Graded and non-graded background checks
The safety and health of all personnel, whether they are a contractor, client employee, or member
of the public, must receive primary consideration in all project phases, including planning,
scheduling, and execution of the work.
Convergint’s total recordable injury rate (TRIR) in 2020 was 0.72
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
xii. Provide any additional information relevant to this section.
Convergint’s ability to deliver on OMNIA members’ expectations is rooted in our ability to keep
everyone informed. At Convergint, three valuable tools guide the way for communication and
lasting success. The customer-specific Playbook is a co-authored document that ensures all
installation and service-related work meets customer-specific needs. As part of the Playbook,
Convergint and OMNIA members will co-develop Key Performance Indicators (KPIs) to identify
metrics that can be used to promote continuous development.
OMNIA members will continue to have access to these three valuable tools that were designed to
customize the experience, such as the following:
• Convergint iCare – Our web-based customer resource provides real-time, online access
to your service and installation work orders, management reporting, and secured
document sharing to allow easy collaboration between Convergint and our customers
• Smartsheet and iTrac Project Management Platforms – Our web-based project
management platforms allow stakeholders to track progress and collaborate on highly
complex projects efficiently
• Convergint Customer Specific Playbook – We have developed a formal process and
associated documentation to ensure all installation and service-related work meets the
specific needs of each of our customers
Convergint is a trusted partner by thousands of customers, with deep expertise in managing high-
security projects. Convergint’s expansive footprint gives customers the needed support to sustain
the fast-paced industry with a local focus. Convergint works directly with the customer to
understand their needs and preferences for projects. Convergint has multiple ways to do this based
on OMNIA member needs. Listed below are a few options available to interested OMNIA members.
Convergint iControls (iControls) is a part of the Smartsheet® tracker, which is just one component
of the Convergint Account Process that drives consistency within a program. Managing a high
volume of actions and deliverables can become complicated when setting up and managing a
large account. Program tracking is an essential component of Program Management, allowing
Convergint and the customer to collaborate via the tracker and dashboards.
Program Management Experts
iControls enables program managers to implement a repeatable project delivery process.
Convergint takes a programmatic approach in large account management to ensure consistent
communication and performance during projects.
The Program Manager is responsible for:
• Maintaining accountability for the delivery of every project and service engagement
• Overseeing and supporting Convergint project managers and service delivery teams by
implementing processes, communicating expectations, holding the teams accountable,
and escalating issues for timely resolution
• Providing timely and effective communications
• Ensuring efficiency in planning
• Driving successful service delivery to help customers keep their facilities safe and secure
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
iControls Solutions
Convergint has an experienced and dedicated team of iControls leaders. They focus on a
consistent delivery process implemented via Smartsheet using a blueprint. The solution
automatically generates project-level tools and dashboards based on intake values, including a
default schedule for every project. It creates greater visibility regarding project delivery for
programs. iControls also makes it easier to share and track project and program values through
the lifecycle of projects and the overall program.
Benefits and Value
Convergint’s iControls experts prioritize the following values when implementing program
management solutions:
• Communication – When leading Convergint’s efforts through a program, the Program
Manager’s and Lead Account Executive’s primary role is to focus on communication
• Collaboration and alignment – iControls enables effective business reviews and allows
Convergint to be more collaborative and aligned in the program approach
Convergint iTrac is a customer-facing project delivery tool that provides workflow implementation
and demonstrates actual project achievement. OMNIA members can track and report on project
activities using iTrac, Convergint's own project tracking tool made available license-free to all
customers. OMNIA members can customize required workflows in iTrac to ensure requirements
are put in front of the colleagues performing the work. iTrac will provide the accountability and
transparency needed to complete projects successfully.
iTrac Features and Benefits
• License-free
• Workflow Implementation
• Installation Tracking
• Commissioning Standards
• Dashboard Reporting
• Collaborative Platform
• Customizable
iTrac data is recorded by the assigned user performing the task. This means collected data is
not a progress estimate but a record of completing an activity related to each device or task.
Project Data Security
Data is hosted in the Microsoft Azure Cloud platform with controlled access to the software
databases. All data is encrypted end-to-end, and external users are vetted and required to be
approved at two (2) levels. With full control of the viewable information by the user, only relevant
data is provided to anyone accessing the system to perform project work. Internal and external
users can only access projects and areas of project they are assigned to.
iTrac can be synced to devices for offline use while still maintaining the same level of data
security. Should the device be lost or stolen, the data will remain encrypted.
All project information can be securely shared, and project site records entered without the need
for paper documents. This reduces the risk of sensitive information being lost or viewed by those
that do not need to know.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Program and Project Monitoring
iTrac allows specific project requirements to be built out based on individual project scope at the
device level, avoiding generic grouped tracking of deliverables. Building custom project
requirements allows for very detailed reporting; users start at a high-level approach and drill
down into specific information based on system type and device-level information.
Support
Convergint invests in training and supporting our colleagues, and iTrac use is no exception. We
have a team dedicated to product development, training of colleagues, and support of customers
and colleagues. These subject matter experts manage internal and external stakeholders' needs
and focus on making sure both colleagues and customers are supported and the tool deployment
is a success for all.
Tab 4
Qualification and Experience
a. References
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
TAB 4 – QUALIFICATION AND EXPERIENCE
i. Provide a brief history of the Offeror, including year it was established and corporate office
location.
Please see our response in “TAB 3 – PERFORMANCE CAPABILITY, A.”
ii. Describe Offeror’s reputation in the marketplace.
Convergint has received a variety of awards from our manufacturing partners, including, but not
limited to, the following:
• 2020 – Integrator of the Year by Axis Communications
• 2020 – Financial Market Partner of the Year by Axis Communications
• 2020 – Siklu’s 2020 Integrator of the Year
• 2019 – North American Strategic Partner of the Year by Genetec
• 2019 – City Surveillance Partner of the Year by Axis Communications
• 2019 – Convergint Canada – Integrator of the Year by SP&T Magazine for City of Calgary
Projects
• 2018 – Global Partner of the Year by Axis Communications
• 2018 – Overall Strategic Partner of the Year from Edwards United Technology
• 2018 – American Dynamics’ Outstanding Achievement Award
• 2017 – Genetec National Account of the Year
• 2017 – Retail Partner & Installation of the Year by Milestone
• 2016 – National Integrator of the Year by Lenel
• 2016 – Integrator of the Year for North America by Lenel
iii. Describe Offeror’s reputation of products and services in the marketplace.
Convergint has an excellent reputation in the public marketplace. Each year, we service thousands
of locations throughout the world. Our goal has always been to be our customer’s best service
provider. We’ve outlined some of the services we provide and the accomplishments we have had
in the public marketplace below.
From day one, delivering value through unparalleled customer service and consistent operational
excellence has been foundational at Convergint. Our promise, and our number one objective, is to
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
be our customers’ best service provider – validated by Frost & Sullivan’s (an independent
organization) research analyst, Jason Halverson:
Partnership Alliance for Safer Schools (PASS) Program – Convergint understands the most
pressing challenges faced by K-12 schools looking to enhance the safety and security of their
facilities. Our priority is to help schools identify and implement solutions that create safe
environments for students to learn. As part of our commitment to safer schools, Convergint has
partnered with the Partnership Alliance for Safer Schools (PASS) to produce comprehensive
school safety checklists for districts of all sizes and demographics.
PASS Partners
K-12 School Student Enrollment
(approx.)
Conroe Independent School District (TX) 63,000
Eden Prairie Public Schools, (MN) 8,900
Glendale Unified Schools (CA) 27,000
Liberal School District (KS) 5,000
Newport News Public Schools (VA) 30,000
Orange County Public Schools (FL) 212,000
Convergint STEP Up Initiative – An Initiative for School Security | The safety of our country’s
children when heading off to school each morning is of deep concern to our colleagues at
Convergint. Enhancing school security can provide a vital level of protection for students, faculty,
and visitors. In that spirit, we have created our STEP Up initiative to help strengthen security in our
schools.
Convergint has worked with dozens of underserved schools to provide free interior and exterior
security system installations, security upgrades, and security assessments as part of this program.
We will continue to offer further assistance and resources for local schools in need.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Schools can download our school safety checklist from www.convergint.com. We urge schools
and parents to do all they can to ensure that their buildings are as secure as possible. Convergint
has also provided additional resources to conduct a safety audit, budget for safety enhancements,
and train school personnel.
As always, we strive to be our customer’s best service provider and to give back to our
communities. We are carrying that mission forward with the STEP Up program.
Convergint Example: On Convergint Day 2021, 160 Atlanta Convergint colleagues volunteered
their time and resources to update 2,200 Atlanta Public Schools (APS) perimeter doors with a
clockwise numbering system to enhance APS's safety efforts. This occurred at all schools
simultaneously. Once completed, APS will become the first public school system in the
country to achieve this compliance, which national school safety experts recommend. This
numbering system will be reflective and visible both on the inside and outside of the doors to help
authorities identify the location of school emergencies, help direct students and staff to exit out of
specific doors, and so on.
Please see the photos below and follow the links to articles on Colorado, Tennessee,
Utah, and Michigan schools and Convergint’s efforts to “STEP Up” Security.
https://www.convergint.com/colorado-schools-receive-free-security-upgrades-through-step-up-
initiative/
https://www.convergint.com/nashville-schools-receive-free-security-upgrades-through-step-up-
initiative/
https://www.convergint.com/convergint-steps-up-security-at-salt-lake-city-schools/
https://www.convergint.com/convergints-grand-rapids-team-gives-back-at-local-elementary-
school/
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Convergint’s Social Responsibility Day
Convergint was founded on a set of core values and beliefs that express our responsibility to our
customers, colleagues, and communities. Convergint encourages employees to strive to embody the
company’s 10 Values and Beliefs each day.
Convergint approaches each partnership we create with our foundational values and beliefs at the
forefront. They are not words on a page filed away and forgotten; they are in the fabric of everything we
do.
Convergint Social Responsibility Day 2021
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Customer Surveys – Convergint can provide routine surveys to OMNIA members for feedback
on improving our performance. We can provide routine surveys encompassing multiple areas of
service for review, including Convergint’s V & B #2, “I am accountable for my continuous
development, a better me is a better Convergint,” reinforces the idea of always striving to improve
past performance.
• Responsiveness
• Ability to resolve issues
• Quality of work
• Experience
• Attitude
Please see the below for examples of actual surveys that current customers completed.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
iv. Describe the experience and qualification of key employees.
Convergint’s Contract Vehicles Team will continue to service OMNIA members with the goal of
being their best service provider. Convergint’s team will work alongside OMNIA members to
provide solutions and services with total contract compliance. Included below is a list of our key
employees who will continue to prioritize this contract.
• Contract Management – Katelyn Wheeler
• Billing and Reporting/Accounts Payable – Katelyn Wheeler
• Marketing – Katelyn Wheeler | Richard Shook
• Sales – Richard Shook
• Sales Support – Katelyn Wheeler | Cierrah Washington
• Financial Reporting – Katelyn Wheeler
• Executive Support – Matt Mathes/Vincent Piau
Real World Example: Georgia Schools
Our team has extensive experience working with school districts and local governments
throughout the United States. One client, the Atlanta Public Schools (APS), is a design/build
involving over 6,000 cameras, card readers and door alarms, including ongoing maintenance of
the APS Command Center.
Our partnership with APS goes above and beyond system specifications. A goal was set for every
school to adopt a door numbering system to allow first responders the fastest, safest plan of entry.
In 2019, Convergint received the approval of our “first responder school door numbering
convention” in Georgia by Garry W. McGiboney, Ph.D., Deputy Superintendent, Office of School
Safety and Climate for the Georgia Department of Education (DOE).
In 2020, every Atlanta Public School exterior door will be numbered as part of our Convergint Day
of Community Service. Convergint has asked both the DOE and Georgia Emergency Management
Agency (GEMA) to commit to this standard for all schools in the state of Georgia. Convergint is
working to adopt the door numbering convention nationwide as part of the guidelines by the
Partner Alliance for Safer Schools (PASS), a part of the Security Industry Association (SIA). In
2018, NFPA 3000 created the first Active Shooter/Hostile Event Response (ASHER) Program
Standards. In the 2022 ASHER update, Convergint will get the door numbering system adopted
to the NFPA 3000 Standards.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 125
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 126
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 127
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 128
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
v. Describe Offeror’s experience working with the government sector.
Convergint understands that governmental institutions must confront new and evolving technology,
expanding missions, and budget pressures during these increasingly challenging economic times
and rightfully expect a return on investment. Convergint has over 20 years of experience and
“lessons learned” in supporting government customers with more than 600 SLED customers on
contract in the US. OMNIA and its members will benefit from these “lessons learned” as we have
adapted to what is needed by our customers.
Convergint’s sales to the government sector are approximately 15% over the past three (3) years
and rising. Our service delivery capability is deep and wide, and we have an in-depth knowledge
of specific government security regulations. OMNIA and its members can be confident in
Convergint’s ability to deliver based on the significant number of satisfied customers we continue
to serve daily.
Public Sector Sales (excluding Federal Government)
2018 2019 2020 2020
$32M $54M $94M $120M (est.)
vi. Describe past litigation, bankruptcy, reorganization, state investigations of entity or current
officers and directors.
Please see our response in “TAB 3 – PERFORMANCE CAPABILITY, J.”
A. REFERENCE
vii. Provide a minimum of 5 customer references relating to the products and services within
this RFP. Include entity name, contact name and title, contact phone and email, city, state,
years serviced, description of services and annual volume.
The five (5) customer references listed below (but not limited to) have all purchased through
Convergint’s current OMNIA contract.
Customer Reference: Fort Worth Police Department, Texas
Address: 505 W. Felix Street, Fort Worth, Texas 76115
Point of Contact (POC): Michael Munday - IT Lead Programmer/Analyst
POC Phone Number: 817-392-4244
POC Email: michael.munday@fortworthtexas.com
Convergint Services Provided:
Since 2015, Convergint has provided security services and consultation for city-wide systems in use
by the Fort Worth Police Department. Convergint has built a relationship with the Police Department
based on a mutual purpose of safeguarding the lives and property of those in the community.
Convergint performs installations and services for the video management, access control, and camera
systems currently in use. These include Avigilon for the prison system and Milestone for the Police
Department, in addition to a wireless transmission/mesh network.
Period of Performance: 2015 – Present
Approximate Contract Value: $300,000.00+
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Customer Reference: University of Maryland College Park, Maryland
Address: 5245 Greenbelt Road, College Park Maryland,
20740
Point of Contact (POC): Mark McGuigan – Coordinator, VPA of Public
Safety
POC Phone Number: 301-405-1149
POC Email: mmcguigan@umpd.umd.edu
Convergint Services Provided:
For the past 12 years, Convergint has provided Lenel professional services support for OnGuard
systems at the Main College Park Campus. Convergint has provided these services specifically for the
Department of Public Safety and Residential Life Teams.
Additionally, Convergint supports the Applied Research Laboratory for Intelligence and Security, a
separate University facility located just off-campus. The services here include Lenel OnGuard support
and an upcoming new video system upgrade project starting this year.
Period of Performance: 2010 – Present
Approximate Contract Value:
• Department of Public Safety/Approximately $20,000 annually (various projects)
• Residential Life/Approximately $16,000 annually (various projects)
• Applied Research Laboratory for Intelligence and Security/Approximately $1,500 annually
(various projects) + $260,000 for new upcoming video system upgrade project
Customer Reference: The Evergreen State College, Washington
Address: 2700 Evergreen Parkway NW, Olympia,
Washington 98505
Point of Contact (POC): Ray Ruiz - Building and Grounds Supervisor
POC Phone Number: 360-239-7489
POC Email: ruizr@evergreen.edu
Convergint Services Provided:
Founded in 1967, The Evergreen State College is a public liberal arts college in Olympia, Washington.
The College has approximately 2,300 students and 700 faculty and staff members.
Since 2007, Convergint has been a trusted partner as the College’s campus-wide fire alarm servicer.
Convergint has provided ongoing fire alarm maintenance, testing, and retrofitting for more than 15
years. Currently, Convergint is conducting a fire alarm retrofit of the student Residential Apartments
Complex, valued at $775,000.
Period of Performance: 2007 – Present
Approximate Contract Value:
• Customer Support Program/$85,000
• Residential Apartments Complex/$775,000
Page | 130
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Customer Reference: City of Pearland, Texas
Address: 3519 Liberty Drive, Pearland, Texas 77581
Point of Contact (POC): John Knight - IT Manager
POC Phone Number: 281-652-1601
POC Email: jknight@pearlandtx.gov
Convergint Services Provided:
The City of Pearland (pronounced "pear-land," like the fruit) is a full-service municipal government
located along the Gulf Coast region of Texas within the Houston, Sugar Land, and Baytown
Metropolitan Area. The City falls within Brazoria, Fort Bend, and Harris Counties. With more than
120,000 residents, the City has been rated the fastest-growing community in the Houston region and
the second-fastest in the State.
Since October 2017, Convergint has provided video and access control design, installation,
consultation, service, and support.
Convergint supports the City’s Genetec access control system and Milestone video management
system, consisting of over 250 card readers and more than 325 cameras in locations throughout the
City. Convergint has provided upgrades for both systems utilizing our Professional Service Group to
perform preventive maintenance, corrective maintenance, emergency maintenance, and modification
and repair tasks. Areas include City Hall, the Fire Administration Building, fire stations, parks and
recreational centers, public works buildings, public safety buildings, and local libraries.
Convergint was vital in designing real-time information, city-wide video surveillance, and access control
programs. With support from our strategic partnerships with both Genetec and Milestone, the City
selected this as their sole source platform. Convergint’s experience and numerous certified personnel
resulted in our selection as the City’s integrator. Integration of different security sub-systems is vital for
the City. Convergint’s continued support includes software and service with 24/7 response times when
necessary.
Period of Performance: 2017 – Present
Approximate Contract Value:
• Installation/$1.5M
• Customer Support Program/$50,000+
Page | 131
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Customer Reference: Central Florida Expressway Authority, Florida
Address: 4974 Orl Tower Road, Orlando, Florida 32807
Point of Contact (POC): Don Budnovich - Director, Maintenance
POC Phone Number: 407-690-5334
POC Email: donald.budnovich@cfxway.com
Convergint Services Provided:
Convergint has maintained and provided over 500 new Lenel access control readers, over 200 Genetec
video management cameras, and intrusion/monitoring services at four (4) high-security locations for
the Authority since 2011. In addition, Convergint maintains all the main plazas, administration buildings,
and on/off ramps and provides 24/7 emergency service to all Central Florida Expressway Authority
locations.
Recently, Convergint installed new Lenel access control, Genetec video management, and DMP
intrusion for an express pass service center. Convergint has also installed 89 new cameras at each
main plaza collector’s booth to monitor the cash lanes for the safety and security of the collectors on-
site. The existing Genetec platform manages this video.
Convergint will be working with the Authority to set up an additional DMP solution that will allow the
Authority to run reports, change codes, and troubleshoot the on/off ramps systems remotely.
Period of Performance: 2011 - Present
Approximate Contract Value: 2021 new installations/$500,000+
viii. Provide any additional information relevant to this section.
Convergint Playbook
When Convergint says, “we expect to be our customers’ best service provider,” it requires an
understanding of what our customers expect. The Convergint Playbook aims to identify what
services Convergint will provide OMNIA members. This Playbook will outline specific standards
and guidelines and identify and create a framework around the services provided by Convergint.
Convergint has learned from experience that providing all expectations in one location promotes
alignment with the OMNIA members, Convergint, and the project stakeholders with a successful
engagement. The Playbook establishes what a “best service provider” represents.
Convergint will partner with OMNIA members to provide an initial review based on a standard
template. A preliminary playbook is created where the basics are captured in a document that can
be shared within teams. It is typically written by a Program Manager, with support from the Lead
Account Executive. If a Program Manager is not yet assigned, the Lead Account Executive will
create this document. The Playbook is shared with every CTC working on the account and key
stakeholders. This version typically includes basic information such as, but not limited to:
• Customer locations
• Key contacts (Convergint and the OMNIA member)
• Customer standards
• Billing instructions
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
As the relationship with the OMNIA member matures, updates to the Playbook are incorporated.
The document is expanded upon to include all details around the engagement. Like the initial
Playbook, it is also based on a standard template. The following information is typically
incorporated into the Playbook (in addition to items listed above):
• All key stakeholders and support
personnel
• Proposal, project, and service
processes
• Standards, regulations, and best
practices
• Detailed installation and service
requirements
• Other technical specifications
• Escalation paths
• SLAs
• KPIs
• Requirements to work on-site
• Safety procedures
Benefits and Value
The Playbook serves as a comprehensive “rules of engagement.” It is a dynamic document that is
reviewed and updated regularly as new or additional requirements are identified. Creating the
Playbook with OMNIA members allows Convergint to maintain a single document that serves as
an authoritative source to outline success. It is the cornerstone of the customer program that helps
Convergint understand our customers and to help all colleagues deliver proposals, projects, and
services on time, on budget, and to OMNIA member expectations.
Quality Assurance/Quality Control (QA/QC)
Convergint maintains an internal Project Quality Assurance (QA) and Quality Control (QC)
Program document to set the standard for projects nationally and globally. QA/QC at Convergint
involves managing the project's technical aspects and schedules, coordinating all project activities
with the customer, evaluating, and managing project risk areas within the project team, and much
more.
QA/QC goes hand-in-hand with being our customer’s best service provider. Our partnership allows
us to work together to ensure the proper processes and protocols are met at every project step.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Convergint can work with OMNIA members to establish an approach and define the procedures
and protocols that both the OMNIA member and Convergint will follow, including approved
equipment, contact information for defined situations, and back-office requirements. This can be
done through the Playbook, which is the “how-to” for our partnership.
Convergint delivers advanced technology solutions aligned to the needs of individual businesses
while maintaining Quality Assurance and Quality Control. Convergint’s strategic partnerships
utilize formal processes to ensure precise project execution and exceptional customer service,
focusing on consistent customer communication and integrity throughout the project. Along with
clear documentation, Convergint has adopted the Deming Cycle of Processes (Plan-Do-Check-
Act).
Plan-Do-Check-Act
Convergint’s quality methodology focuses on providing OMNIA members with service and
exceptional performance through teamwork and integrity in monitoring and reporting.
Plan-Do-Check-Act
Plan
The primary activities of the Plan phase include the development, review, and
approval of the Quality Program that guides the project QA/QC approach. Other
planning activities ensure consistency between the Quality Program and other project
documents and prepare for measurement collection, analysis, and reporting.
Do
During the Do phase, the QA/QC team executes the Quality Program via the following:
• Performing audits of processes
• Reviewing work products and services
• Maintaining activity logs
• Documenting, recommending, and reporting the status of assigned preventive
tasks
• Taking corrective actions to be completed within a risk-driven, specified timeframe
We collect, store, analyze, and report measurements by designated project team
members.
Check
In the Check phase, the results of audits, reviews, measurements, and analyses are
compared with the Quality Program specifications to ensure the work is being
completed as expected. Non-conformances are reported to the Program Manager and
other stakeholders, along with the findings from work performed.
Act
In the Act phase, the Program Manager ensures that performance indicators (metrics)
and non-conformances found in products, services, and processes are assessed. Any
identified non-conformances are documented and communicated to stakeholders.
Issues are prioritized for resolution, escalated based on their priorities, and tracked
until closure. Documented quality successes and problems are analyzed to formulate
lessons learned and process improvement actions.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Quality Program Activities
Convergint employs various techniques to ensure quality following our program and depending on
the task or the deliverable. General categories of activities include:
Quality Program Activities
QA
records
Records of QA actions, planned reviews, actual reviews, audit
results/recommendations, and action items are collected, especially
regarding deviations in planned project processes/activities and
work products/ deliverables.
Product
inspections
Verification determines whether the products accurately reflect the
requirements specified for them, i.e., whether it was built right.
Validation determines whether the product, as provided, can fulfill its
intended use, i.e., whether we installed the right thing.
Process reviews
We determine if the processes/procedures (design/development,
testing, deployment, operations, and maintenance) defined in the
project plans are followed.
Staging/pre-
deployment
testing
Combined with the project phasing in the Customer’s project
schedule, the approach minimizes deployment risk. This method of
starting with documentation and a testbed aligns with our existing
staging process of completing design and testing before actual
deployment.
Document
reviews
We complete and review all document deliverables before
submission to the Customer.
QC
checklists
Commissioning documents are used to inspect product functionality
within the approved design metrics.
Escalation
procedures
We specify the order and timing for the escalation of quality non-
conformance issues. The objective is to resolve problems as quickly
as practical and at the lowest level of the organization possible.
Metrics
We quantify the effectiveness of our approach and practices.
Convergint uses various tools (including our iCare web-based
platform) to automate the collection, analysis, and reporting of our
performance.
Customer
feedback
This includes regular, open, and honest management interaction at
all levels to ensure we maintain a clear understanding of Customer’s
needs and concerns and maintain a positive partnership. We
establish regular reviews at each level of the organization to discuss
future requirements, risks and mitigation plans, operational
successes, staffing gaps, performance issues, and other points of
interest.
Tab 5
Value Add
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
TAB 5 – V ALUE A DD
i. Provide any additional information related to products and services Offeror proposes to
enhance and add value to the Contract.
The Advanced Cyber Solutions Program offers Convergint that focuses on the development and
integration of physical and cybersecurity. This includes integrating policies, governance, procedures,
infrastructures, systems, facilities, intellectual property, material, and personnel into a cohesive security
program that improves physical and cybersecurity while reducing cyber vulnerabilities.
Our Advanced Cyber Solutions Team provides a wide range of tailored services for the energy, oil and
gas, transportation, financial, and smart cities marketplace, fully informed by Convergint’s extensive
global experiences. We evaluate current threat defenses then co-innovate both IT and Operational
Technology (OT) security to provide advanced and tailored customer solutions that reduce physical
and cybersecurity risk, resolve pain points, and optimize operational efficiency.
Security of Security – Our First Priority
In alignment with our V & B #6, “We expect to be our customers best service provider,” we have
developed an integrated Security Operations Program that unifies the people, process, and technology
elements of our business into a hardened defense. We demonstrate our commitment to security by
taking a proactive stance that ensures that we operate our business employing leading-edge
technologies and programs across all operational activities that far exceed industry standards.
Cyber Hardened Operations
The way we operate our business creates our first line of defense for our customers. Convergint invests
in each of these domains by providing industry-leading cybersecurity training, office-by-office
governance of policies and procedures, along with agency-grade network monitoring and incident
detection response systems. We have hardened our IT systems, implemented physical security
procedures and controls, and have adopted enhanced cybersecurity and data handling guidelines
across the organization, with the result being that Convergint has an established reputation as a trusted
partner in rigorous compliance sectors, including high security and big data management.
Cyber Hardened Integrations for our Customers
Security of security is our highest priority, and our advanced solutions team ensures our customers'
IoT-enabled and OT devices, including cameras, access control, and identity management systems
are managed to the same high standards as traditional IT devices like computers and servers.
Each year we deploy hundreds of thousands of IoT-enabled devices. The proper configuration of these
devices reduces the vulnerabilities they create as attack surfaces. Our technical teams have worked
with our product partners, cybersecurity consultants, and independent certification organizations, such
as UL, to develop policies, procedures, and governance programs to create standards on how we
deploy IoT-enabled systems.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
We utilize industry-leading password management systems and tools to ensure that each and every
system has unique, highly complex passwords that restrict access according to the principles of least
privilege. All systems are inspected to apply the latest firmware and software updates. These discrete
services are an optional component of any systems deployment and are customized to each customer’s
unique operational environment and compliance requirements. In many cases, our product partners
have developed hardening guides and/or best practices for their technology, and we augment that,
when necessary, with tailored hardening by our expert technicians.
IT and Managed Services
Technology management is a critical component of organizational security with technology changing
rapidly. Our customers rely on Convergint’s managed service expertise and support, so they can focus
on servicing their own customers and growing their business. Our IT and managed services include
remote monitoring and management, colocation services, backup, and disaster recovery solutions,
vulnerability assessments, licensing, firewall, server, and end-user device management, including
desktops, laptops, monitors, printers, and mobile devices.
Cybersecurity Services
Convergint cybersecurity services help our clients by providing solutions from the intelligence world to
companies looking to better protect themselves from hostile nation-states and other advanced threat
actors.
Our consultants are an integrated team of former Central Intelligence Agency (CIA), Federal Bureau of
Investigation (FBI), and National Security Administration (NSA) cyber experts with decades of real-
world experience conducting operations on behalf of the US Government against our nation’s most
advanced adversaries. We leverage this expertise to provide our clients the benefit of the offensive
operator’s perspective.
Our team offers:
• Vulnerability and risk assessments
• Insider threat mitigation
• Incident response planning and
management
• Cybersecurity training
• Identity management architecture
• Red team and penetration testing
• Managed CISO
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Convergint core principles of Digital Transformation have evolved over the last couple of years. Digital
Transformation is connecting the physical to the digital world by bringing IoT, Data, Artificial Intelligence
(AI), and Cloud to enterprise operational systems. Our mission is to provide innovative thought leadership
to customers and colleagues for core, advanced, and disruptive solutions that turn information into
intelligence. The Key Strategies are to Identify innovative Solutions, Develop Strategic Offerings, and
Accelerate to Market.
BuildingReports
Convergint partners with BuildingReports to provide a secure, web-based reporting system for
customers. BuildingReports' innovative web-based solution helps to guarantee timely inspections and
that maintenance is fully documented following established standards.
BuildingReports leverages innovative technology and on-demand reporting tools to dramatically improve
the building safety inspection process, leading to lower inspection costs and significantly reduced
compliance risk. Convergint relies on BuildingReports’ easy-to-use mobile scanning tools, online report
database, and management tools to inspect and maintain the safety devices in buildings appropriately
served. BuildingReports uses unique, registered barcodes on security devices such as cameras, video
recorders, card readers, control panels, head-end equipment, and other system devices. Convergint’s
field personnel use a secure phone app to scan devices and upload results to a secure web-based
account. As each individual device is tested, the device is scanned, and critical maintenance information
is documented. In addition, the data at the time of the inspection is automatically recorded with the scan
of the barcode.
This valued service can simplify costly paper-based maintenance with real-time data and on-demand
reports for OMNIA members. Unique barcode registration of field devices ensures comprehensive real-
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
time inspections, helps prevent missed items, and facilitates a fast response time for devices in need of
repair. Devices in classified areas are restricted to paper forms for inventory and maintenance reporting.
Scanned items are immediately available in a report format on a dynamic webpage or in a document
downloaded by authorized users. Color-coded status flags immediately summarize the building test
status: normal, discrepancies found, or devices failed. An ongoing summary report is maintained and
updated at the conclusion of each preventative maintenance visit summarizing the equipment tested, the
performance of each piece of equipment, and recommendations for correcting any noted deficiencies.
This unique barcoding technology has many benefits when managing customers including:
• Asset Tagging: With thousands of security devices located in hundreds of facilities across
the country, an electronic barcoding system is the only efficient and accurate way to track
and verify device type, status, and location
• Confidence Testing: The use of a barcoding system to document preventative maintenance
testing ensures that all devices have been visited during preventative maintenance while
flagging any devices that are were not tested during any specific visit
• Regulatory Compliance: BuildingReports provides electronic records verifying the date and
time that maintenance was performed and that the system was in proper working order
• Repair Tracking: BuildingReports allows the user to identify failed components via a color-
coded flagging system and update the status once a failed component has been repaired
Microsoft Power BI
Convergint routinely conducts check-in meetings with our customers and utilizes reporting tools, such as
Microsoft Power Business Intelligence (Power BI), to review critical actions and progress to completion.
Power BI brings visibility to the customer data using unified, scalable self-service and enterprise business
intelligence platforms. Convergint uses Power BI to show service performance and display critical data
reviewed during meetings between Convergint and the OMNIA member.
Power BI is a signature data analytic platform that is part of the Microsoft Office 365 suite, which
Convergint uses on an enterprise level. Convergint can leverage this software to analyze and provide
data for tracking SLAs, project performance, and spending. Power BI interprets data from single and
multiple sources such as Smartsheet®, Microsoft Excel, and Convergint iCare to provide a holistic data
visualization concept customized to the OMNIA member, including artificial intelligence (AI) capabilities
of querying data by asking plain-language questions garnering a response.
Through Power BI, Convergint can show the customer how to maximize efficiency and track SLAs with
customized modules. Finally, through Power BI's depth, Convergint can track large-scale projects using
a custom dashboard for the customer to track completion across multiple locations, with custom widgets
in a graphical format to visualize real-time project completion.
The Professional Services Group (PSG) is comprised of highly skilled subject matter experts (SMEs) in
a variety of access control and video management systems. Our team is comprised of three (3) dedicated
PSG Leaders and over 40 PSG Community members across the nation to support our customers.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
The PSG supports a higher level of systems integration, design, implementation, and application scripting
and development than that commonly found in a traditional physical security installation organization.
The PSG will aim to allow OMNIA members to design their security system(s) to do specific tasks that
are either too expensive or not offered by the manufacturers. PSG will collaborate with the customer to
create a custom solution to meet complex business needs. When partnering with PSG, the customer can
utilize our Convergint Sales and Leveraged Services Teams to address their needs in the long term.
PSG services solve unique customer business challenges, including:
• Design and implementation of system architecture
• Business continuity/disaster planning
• System upgrades
• Migration to enterprise systems
• System audits
• Database integration
• Database migration
• Active Directory integration
• Custom applications
• Custom reports
PSG has multiple service offerings:
• Customer scripting
• Integrations to HR systems and other disparate
applications
• System planning
• System audits
• Enterprise deployments
• Enterprise upgrades
• Consulting
• Business continuity planning
• Disaster recovery planning
• Custom reporting
• Support to colleagues
• Training
System Audits and Optimization
System audits and optimization should be done yearly. PSG performs an entire system audit using
system reports, historical data and statistics, and system configuration(s). The audit will compile all
information from the above reports and data to conduct a complete analysis of the system(s), create a
report of the existing system(s), and create a recommendation report on how to enhance the system(s).
Custom Integrations
Custom integrations are a unique offering from Convergint. We can provide custom integrations to
OMNIA members who need to integrate with a device, a software package, or an automatic process.
This service requires higher skills because such integrations require various programming languages,
manufacturer Software Development Kits (SDKs), Application Programming Interfaces (APIs), and web
services and an understanding of how it interacts with the access control system.
Page | 140
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
These offerings are designed around customer specifications, assuming the SDK, API, and/or web
services will allow such integrations. In this interactive process between PSG and the customer, PSG
has final approval on the written final specification before the design or code is written.
This service can be extended to offer a service agreement for PSG to maintain this integration with a
yearly service contract. This protects the customer's investment by updating the integration for a newer
version of the SDK, API, and web services, a more recent version of the security application, or a new
feature desired by the OMNIA members.
Custom Reports
Custom reports are the most common service requested by customers because of the industry they are
in, compliance requested by the industry or government, or the security team’s need to make their jobs
more straightforward and comfortable on a day-to-day basis.
PSG will collaborate with the customer to identify specifications and the reporting/scripting facilities on
the system(s). This service can be extended to offer a service agreement for PSG to maintain the custom
report(s) with a yearly service contract.
Quarterly Business Review (QBR)
One of Convergint’s most deeply-held Vs & Bs is I keep everyone informed—communicate,
communicate, communicate.
Good communication is the cornerstone of any successful program. When leading Convergint's efforts
through a program, the Convergint’s Program Manager and Lead Account Executive's primary role is to
focus on communicating. The program team encourages collaboration by leveraging the nation and
creates alignment by engaging colleagues, the customer, and our partners in all conversations,
messages, and meetings. During a QBR, the program's health, sales activities, projects, and service are
discussed in a scheduled presentation.
While OMNIA members may request this review on a different cadence, as the name indicates, Quarterly
Business Reviews should be held no less than quarterly. These engagements are an opportunity to:
• Review our performance and related metrics of our services
• Share overall progress
• Review upcoming initiatives and projects
• Address decisions that need to be made
• Align the strategies of the program
• Present organizational updates
• Address obstacles and challenges
• Celebrate achievements
• Introduce additional technologies and solutions
• Introduce the extended account team and leadership
QBR's allow Convergint to collaborate and align with our customers. A typical agenda includes:
• Introductions and team updates
• Safety
• Values and Beliefs
• Action items from last QBR
• Program updates and new initiatives
• Project updates
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
• Service updates
• Performance tracking
• Partnering for improvement
• Technology and enhancement solutions
The dialogue between key stakeholders from these meetings provides real-world insights that replace
assumptions, drive adjustments to strategies, strengthen relationships, and increase trust in Convergint's
capabilities.
Tab 6
Additional Required Documents (Appendix C)
a. through f.
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
TAB 6 – ADDITIONAL REQUIRED DOCUMENTS (APPENDIX C)
A. ACKNOWLEDGMENT AND ACCEPTANCE OF REGION 4 ESC’S OPEN RECORDS POLICY (APPENDIX C,
DOC #1)
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
B. ANTITRUST CERTIFICATION STATEMENT (TEX. GOVERNMENT CODE § 2155.005) (APPENDIX C, DOC
#2)
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
C. IMPLEMENTATION OF HOUSE BILL 1295 CERTIFICATE OF INTERESTED PARTIES (FORM 1295)
(APPENDIX C, DOC #3)
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
D. TEXAS GOVERNMENT CODE 2270 VERIFICATION FORM (APPENDIX C, DOC #4)
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
E. FELONY CONVICTION NOTIFICATION (APPENDIX C, DOC #5)
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Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
Page | 148
Convergint Proposal in Response to Region 4
Education Service Center - Facility Technology Integration
& Security System Services – Solicitation Number 22-07
Response to Region 4 Education Service Center (ESC) partnered with OMNIA Partners
Proposal for RFP 22-07 Facility Technology Integration & Security System Services
F. ANY ADDITIONAL AGREEMENTS OFFEROR WILL REQUIRE PARTICIPATING AGENCIES TO SIGN
Additional Agreements: If an Offeror requires additional agreements, a copy of the proposed
agreement must be included with the proposal.
Convergint requires no additional agreements.
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
FORM CIQ
OFFICE USE ONLY
Date Received
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session.
This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who
has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the
vendor meets requirements under Section 176.006(a).
By law this questionnaire must be filed with the records administrator of the local governmental entity not later
than the 7th business day after the date the vendor becomes aware of facts that require the statement to be
filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An
offense under this section is a misdemeanor.
1 Name of vendor who has a business relationship with local governmental entity.
2 Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated
completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which
you became aware that the originally filed questionnaire was incomplete or inaccurate.)
3 Name of local government officer about whom the information is being disclosed.
Name of Officer
4 Describe each employment or other business relationship with the local government officer, or a family member of the
officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer.
Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form
CIQ as necessary.
A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income,
other than investment income, from the vendor?
Yes No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction
of the local government officer or a family member of the officer AND the taxable income is not received from the
local governmental entity?
Yes No
5 Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or
other business entity with respect to which the local government officer serves as an officer or director, or holds an
6
Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts
as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1).
7
Signature of vendor doing business with the governmental entity Date
ownership interest of one percent or more.
Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021
Exhibit C
Katelyn Wheeler
C=US, E=katelyn.wheeler@convergint.com,
O=Convergint Technologies LLC, CN=Katelyn
Wheeler
I am approving this document
2022.10.17 12:22:42-04'00'
N/A
Revised 1/1/2021Form provided by Texas Ethics Commission www.ethics.state.tx.us
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
A complete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/
Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form.
Local Government Code § 176.001(1-a): "Business relationship" means a connection between two or more parties
based on commercial activity of one of the parties. The term does not include a connection based on:
(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an
agency of a federal, state, or local governmental entity;
(B) a transaction conducted at a price and subject to terms available to the public; or
(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and
that is subject to regular examination by, and reporting to, that agency.
Local Government Code § 176.003(a)(2)(A) and (B):
(a)A local government officer shall file a conflicts disclosure statement with respect to a vendor if:
***
(2) the vendor:
(A) has an employment or other business relationship with the local government officer or a
family member of the officer that results in the officer or family member receiving taxable
income, other than investment income, that exceeds $2,500 during the 12-month period
preceding the date that the officer becomes aware that
(i) a contract between the local governmental entity and vendor has been executed;
or
(ii) the local governmental entity is considering entering into a contract with the
vendor;
(B) has given to the local government officer or a family member of the officer one or more gifts
that have an aggregate value of more than $100 in the 12-month period preceding the date the
officer becomes aware that:
(i) a contract between the local governmental entity and vendor has been executed; or
(ii) the local governmental entity is considering entering into a contract with the vendor.
Local Government Code § 176.006(a) and (a-1)
(a)A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship
with a local governmental entity and:
(1) has an employment or other business relationship with a local government officer of that local
governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A);
(2) has given a local government officer of that local governmental entity, or a family member of the
officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any
gift described by Section 176.003(a-1); or
(3) has a family relationship with a local government officer of that local governmental entity.
(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator
not later than the seventh business day after the later of:
(1) the date that the vendor:
(A) begins discussions or negotiations to enter into a contract with the local governmental
entity; or
(B) submits to the local governmental entity an application, response to a request for proposals
or bids, correspondence, or another writing related to a potential contract with the local
governmental entity; or
(2) the date the vendor becomes aware:
(A) of an employment or other business relationship with a local government officer, or a
family member of the officer, described by Subsection (a);
(B) that the vendor has given one or more gifts described by Subsection (a); or
(C) of a family relationship with a local government officer.