17-0321_CERTIFIED RECORDS MANAGEMENT_Proposal City of San Juan Capistrano
Records Management
CERTIFIED
INFORMATION MANAGEMENT
Securing Your Information
Our Purpose
Our purpose is to exceed our client's expectations each and every day.
Our Mission
CERTIFIED Records Management will implement a true Records Management program for your organization.
Understanding the importance of how your business catalogues its files will eliminate the risk that your companies
secure information will get lost in the shuffle of boxes that are either outdated or not being used.CERTIFIED will
work with your business one-on-one to look at appropriate retention schedules that apply to your industry and
audit your inventory on a schedule that is manageable for you.
Our Core Values
• We are relentless in the pursuit of superior client care
• We believe in long lasting partnerships
• We provide cost effective solutions
• Always to understand our company from the customer's point of view
• Make doing business with us easy and fun
Prepared for: The City oInn Capistra --1 a
noPrepared by: Sean Kelle1
Date: January 24, 2017
Certified Information Management
7880 Crossway Dr.
Pico Rivera,CA 90660
www.certifiedusa.net
(562)949-4927(Office)
(714)357-7187(Cell)
RECORDS STORAGE, RETRIEVAL, AND DESTRUCTION SERVICES
Section C
PRICING SCHEDULE
All Consultants must use this schedule when submitting final Proposal. Separately
include pricing for all services available.
Response Code:
C = Currently providing this service to other Clients.
M = Plan to provide this service to City of San Juan Capistrano, if requested.
D = Unable to provide this service.
Response
# Service Code Unit Unit Price
Monthly Box Storage Standard size c box .20
Receiving and Entering New Boxes c box $2.00
Retrieval/Refile Box c box $1.70
Destruction and Shredding c box $3.66
Trip Charge, Next Day IC 1 1 $11.40
Trip Charge, Same Day c $19.20
Trip Char e, After Hours $150.00
MAPS /ODD SIZED DOCUMENTS
Small Map tubes c tube .20
Large Map tubes c tube .60
Oversized boxes c box .60
REPORTS
Inventory by Department c rpt 0
Destruction Report c r t o
INITIAL TRANSFER
Data'input into system c boxes 0
Transfer of boxes c boxes 0
On-site Training of 4 employees c 0
On-site Training, Other Fees c 0
MISCELLANEOUS
Permanent Removal Fee c 3.66
Contract Termination Fee c 0
Other (Vendors must disclose ALL fees
that are not listed elsewhere in this
proposal)
Please check your calculations before submitting your Proposal; the City will not be
responsible for Consultant's miscalculations.
Unless otherwise specified, boxes are standard records storage boxes(1.2 cubic feet).
13
q Obwo" C E RTI F I E D
INFORMATION MANAGEMENT
Securing Your Information
Records Management Services
SCHEDULE A
RECORD CENTER STORAGE RATE UNIT
Storage,Regular (1.2)(per cubic foot) $0.20 Month
RECORD CENTER SERVICES RATE UNIT
Receiving and Entering-Carton $2.00 C.F.
Regular Retrieval/Refile-Carton(carton return&carton refile)$1.70 Box
Receiving and Entering-File $2.00 File
Regular Retrieval/Refile-File $1.70 File
Permanent Removal(plus Retrieval Charges) $3.66 Box
Certified Destruction(plus Retrieval Charges) $3.66 Box
PICK-UP/DELIVERY SERVICES RATE UNIT
Regular Service $11.40 Trip
(Order by 3:00pm-Receive next business day by 5:00pm)
Same Day Service $19.20 Trip
(Order before loam-Receive same business day by 5:00pm)
Emergency Service
(Order after hours or delivery after hours) $150.00 Trip
ADDITIONAL SERVICES RATE UNIT
Certified Carton (Miracle Box) $3.00 Carton
Sheets of Barcode Labels $0.00 Sheet
Imaging/Scanning Quote
Scan on Demand $0.07 Page
iii Crossway • Rivera, California 90660
• 949-4930
www,certifiedusa,net
C E RTI F I E D
INFORMATION MANAGEMENT
Securing Your Information
Company ownership
Family owned and operated, CERTIFIED Records Management has been providing
records management services for over 30 years. We Store Anything!
Location of offices
7880 Crossway drive
Pico Rivera, Ca. 90660
3833 Bancroft dr.
Spring Valley, Ca. 91977
11870 Community Rd. suite 215
Poway, Ca. 92064
717 Coal ave. se suite B
Albuquerque,NM. 81702
Location of office where records are stored
7880 Crossway dr.
Pico Rivera, Ca. 90660
Point of contact
Sean Kelley
7880 Crossway dr.
Pico Rivera, Ca. 90660
Sean(&C ertifiedusa.net
(562) 949-4930
Company background
Certified records management has been providing excellent service to their clients
since 2008. Our parent company Dalton enterprises has been in business since 1977.
We have been providing document storage and services to the City of San Juan
Capistrano since February 2013. Our qualification is in our ability to service the
City for the past 4 years without a single issue.
::1 Crossway • Rivera, California 9166I
• 949-4930
wwwcertifiedusa.nef
C E RTI F I E D
INFORMATION MANAGEMENT
Securing Your Information
Length of time Certified has been providing services
Certified Records management has been providing document storage and services,
on and off-site shredding and scanning services since 2008. We have 4 facilities
located in California and New Mexico.
Client references
The City of Santa Fe Springs
11710 Telegraph Road
City of Santa Fe Springs, Ca. 90670
(562) 868-0511
Paulmartinez(&cityofsantafesprings.org
Document storage, scanning and shredding.
Servicing since 2007
Paul Martinez (562) 868-0511
The City of Aliso Viejo
12 Journey suite 100
City of Aliso Viejo, Ca. 92656
(949) 425-2505
Mo rtiz(&cityofalisavie i o.o rg
Document storage, scanning and shredding.
Servicing since 2009
Mitzi Ortiz (949) 425-2505
Davis, Wright Tremaine (Law firm)
865 South Figueroa Street 2411 floor
Los Angeles, Ca. 90017
(213) 633-6842
Geraldinetatum(&dwt.com
Document storage, scanning and shredding.
Servicing since 2013
Lisa Tatum (213) 633-6842
: :1 Crossway • Rivera, California 91661
• 949-4930
www.certifiedusa,net