CI FOR RSM.PDF

Maricopa County — Formal (2023-05-10)

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MARICOPA
COUNTY

Office of Procurement Services

GOODS AND SERVICES
COMPETITION IMPRACTICABLE FORM
This form is to be used when a department believes an acquisition is considered Competition Impracticable and the acquisition
dollar amount is above $10,000. The Chief Procurement Officer can approve purchases up to $100,000. Board of Supervisors
approval is required if the acquisition is over $100,000. This form must be submitted for approval to: Office of Procurement
Services | 301 W Jefferson Street Suite 700 | Phoenix, AZ 85003. Fax number: 602.506.6766. The signed form must be retained
in the purchasing file. Unless approved by the Board of Supervisors in a formal agenda item or the Chief Procurement Officer in
a formal Contract a Cl form is valid from July 1 thru June 30th of each Fiscal Year.

DEPARTMENT NAME . DEPARTMENT RX#
Human Services

PROPOSED CONTRACT VENDOR neeo eniFieD vate: (13/01/2023
Company: RSM US LLP REQUESTED DELIVERY
Address: 600 Universtiy Street, Suite 1100 Date: 04/24/2023
City, State: Seattle, WA QUOTED PRICE: 2.500.000
Zip/Postal Code: [98101 _—
Phone: 1-206-281-444 Accounting String:
Fax: 1-206-676-1193
Contact Name: |Lyle Curry, Director

DESCRIPTION OF GOODS OR SERVICES REQUIRED:
The estimated cost of this Procurement is: is $100k o | $100k

Is this a Technology Procurement? lV Yes No

The Human Services Department (HSD) requires additional configuration and development
and major enhancements to the HSD integrated case management system solution developed
in Microsoft Dynamics 365 Customer Service Edition and Unified Operations. RSM has worked
with HSD in the development, implementation and integration of the Dynamics system.

COMPETITION IMPRACTICABLE CATEGORY (check applicable box, attach documentation or provide explanation below.)
Maricopa County Procurement Code MC1-351 states: “Competition Impracticable” meansan acquisition where, competitionis
impractical because of standardization, warranty, or other factors as approved by the Board of Supervisors.

NOTE: The following are unlikely to be sufficient Competition Impracticable justifications:

* Personal or department preference for a product or vendor

* Department perception that the vendor is the best qualified (this should be determined through a competitive process)
* Lack of department planning resulting in limited time to conduct a competitive procurement

* Special incentive or deal offered (can be assessed in open and competitive solicitation)

*Department convenience

Software license renewals, additions, or upgrades available
from only one source

(Prd compatibility available from only one source (no other
distributors)

[_]erant specified (supporting documents attached)
[L_ [wailing lists, subscriptions or media advertising
[_arranty voided if service provided by other contract vendor [ether proprietary situation

[V Jother (Provide written explanation below)

THISISA COMPETITION IMPRACTICABLE PROCUREMENT BECAUSE (attach additional page if needed):
RSM was previously selected as the vendor to develop and implement the Department's case
management system. As the original developer for the system, RSM's knowledge and
expertise in the system with the required configurations and enhancements will ensure

continuity in HSD's Dynamics system without the delay of onboarding another vendor to learn
the system, deciphering and developing code.

HSD IT does not have anyone on staff able to complete the required enhancements.

SEARCH
Asearch was conducted consisting of: (check all that apply) RESULTS
[_] Market research [public notice given, list [Jno alternatives were identified
Other vendors contacted Other yyne alternatives were deemed acceptable
O O recause (explain below):

Describe the search from above in detail:
As the original developer for the HSD Dynamics system, RSM's knowledge and expertise in

the system will ensure enhancements are addressed appropriately and with expediency
without the delay.

PRICE

MC1-352-B states: The Using Agency requesting a Competition Impracticable Procurement shall provide written evidence
to support a Competition Impracticable determination containing an explanation of why the proposed procurement
process is advantageous to the County; and the scope, duration, and estimated total dollar value of the procurement.

Price has been fairly and reasonably established by: C] Comparison to public sector contract pricing

[comparison to previous comparable purchases O Discount off published catalog pricing
‘from a different vendor CO Market survey

CO Independent estimate Other, explain:

Describe methodology and results (attach any written supporting data, e.g., survey or market analysis):

RSM understands the project without the need for start-up time. By eliminating
start-up/learning of the system with another vendor HSD is able to save time and money,
ensuring the fastest and most effective course of action for the required enhancements. The

price has been determined as reasonable based on the County contract for technology
services, and prior costs assessed.

CERTIFICATIONS

| certify:

1) | recognize that the Maricopa County Procurement Code requires the use of competitive solicitations unless
exempted by law. | have reviewed the information and materials relevant to this procurement of goods and services,
and am requesting approval of an exception to the competitive process for the reasons described;

2) the price to be paid to the proposed vendor is fair, reasonable, and provides the best value to Maricopa County; and
3) this request for an exception to the competitive solicitation process is not the result of inadequate advance planning
or for purposes of securing the services of a preferred vendor.

Department Head or Department Head Delegate Signature (Required)

Jacqueline Edwards

Printed Name Signature Date

Office of Procurement Services

The CPO can approve procurements up to $100,000. If this request is over $100,000 it must be submitted as
an agenda item to the Board of Supervisors for consideration.

Approved/Recommended for Approval Ty
Kew Tyee Lown 5|3[202z

Printed Name Signature iE Date ‘

Office of Enterprise Technology (if this procurement is classified as a technology procurement it must be
forwarded to OET for coordination and/or approval. If this procurement request is not approved by OET, the form will
be returned to the requestor.)

Approved. Recommended purchase is in line with Maricopa County's strategic technology plan or currently installed
Lequipment or service, and is considered to be a competition impracticable procurement.

Oo Not Approved. Reasoning:

Printed Name Signature Date

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