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Agenda 01/13/2015 Item #16C 2 1/13/2015 16.C.2. EXECUTIVE SUMMARY Recommendation_to approve a change order to increase the annual estimated not to exceed amount for contract number 11-5698 with N. Harris Computer Corporation by $104,000 for maintenance, hosted credit card payment processing and technical services due to an increasing volume of payments via the Web and telephone, and for programming services to develop critical interfaces with City Works software to support Full-Scale Implementation Project Number 2 within the asset management project. OBJECTIVE: Increase the annual estimated not to exceed amount for contract number 11-5698 with N. Harris Computer Corporation for hosted credit card payment processing and technical programming services. CONSIDERATIONS: On January 24, 2012, under agenda item 16C4, the Board of County Commissioners (Board) approved expenditures for contract number 11-5498 with N. Harris Computer Corporation (Harris) in an annual amount estimated not to exceed $220,000. That approval included annual software maintenance,technical services for system design and coding modifications,and hosted payment processing for Web and telephone credit card payments. Estimated expenditures for payment processing have increased as custom* move away from traditional payment methods(lock box) to paying via the Web and by phone. Additionally, as design of the asset management Cityworks work order application becomes more defined, coding modifications to the billing system are necessary to provide interfaces between the billing software application and the asset management software application City Works. Listed below are the FY15 purchase orders proposed for Hams to fulfill maintenance, licensing, technical services, training, and hosting functions for the Web and the Interactive Voice Response (IVR) phone payment system. 1. Annual maintenance contract $ 72,000 2. Programming enhancements and after hours upgrades $ 40,000 3. Integration of City Works and water/sewer billing system $ 91,000 4. WR and Web payment hosting $121,000 Total Estimated Value of POs for FY15 $324,000 The increase for FY15 is primarily due to the integration of the City Works asset management work order system with the iCIS water/sewer billing system as well as the increase in hosting costs related to PCI compliant credit card payment processing for the Web and IVR. A summary of those changes is summarized below. Current BCC approved Estimate FY2015 Net Change from 2012 to not to exceed annual Annual Spend 2015 amount Maintenance $85,000 $72,000 ($13,000) Licensing $15,000 $0 ($15,000) Enhancements and after hours $40,000 $131,000 $91,000 upgrades . .. ... IVR and Web Payment Hosting $80,000 $121,000 $41,000 Total $220,000 $324,000. $104,000 Packet Page-1009- 1/13/2015 16.C.2. FISCAL IMPACT: Funds are available in the Water-Sewer District Operating Fund (408) approved FY2015 budget for credit card processing transaction fees, and in the Water and Wastewater User Fee Funds(412 and 414)for the technical support. LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires a majority vote for Board approval. ERP GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this action. RECOMMENDATION: That the Board of County Commissioners, Ex-officio the Governing Board of the Collier County Water-Sewer District, approve a change order to increase the annual estimated not to exceed amount for contract number 11-5698 with N. Harris Computer Corporation by$104,000 for maintenance, licensing, hosted credit card processing, and technical services. Prepared By: Teresa A. Riesen, Accounting & Billing Manager, Financial Operations, Public Utilities Division Attachments: Harris Computer Systems Quote Change Order#1 Packet Page-1010- 1/13/2015 16.C.2. COLLIER COUNTY Board of County Commissioners Item Number: 16.16.C.16.C.2. Item Summary: Recommendation to approve a change order to increase the annual estimated not to exceed amount for contract number 11-5698 with N. Harris Computer Corporation by$104,000 for maintenance, hosted credit card payment processing and technical services due to an increasing volume of payments via the Web and telephone, and for programming services to develop critical interfaces with City Works software to support Full- Scale Implementation Project Number 2 within the asset management project. Meeting Date: 1/13/2015 Prepared By Name: HendricksonLisa Title: Operations Coordinator,Utilities Finance Operations 12/10/2014 11:00:10 AM Submitted by Title: Manager-Revenue,Utilities Finance Operations Name: RiesenTeresa 12/10/2014 11:00:11 AM Approved By Name: RiesenTeresa Title:Manager-Revenue,Utilities Finance Operations Date: 12/11/2014 1:05:05 PM Name: Joseph Bellone Title: Director-Operations Support,Utilities Finance Operations Date: 12/11/2014 3:29:12 PM Name: HapkeMargie Title:Recycling Coordinator, Solid&Hazardous Waste Management Date: 12/12/2014 9:03:39 AM Packet Page -1011- 1/13/2015 16.C.2. Name: HerreraSandra Title: Manager-Procurement, Purchasing&General Services Date: 12/16/2014 10:50:59 AM Name: JohnsonScott Title: Manager-Procurement, Purchasing&General Services Date: 12/17/2014 9:45:16 AM Name: MarkiewiczJoanne Title: Director-Purchasing/General Services, Purchasing&General Services Date: 12/17/2014 10:06:32 AM Name: HallSwainson Title: Procurement Specialist,Purchasing&General Services Date: 12/17/2014 11:28:33 AM Name: PepinEmily Title: Assistant County Attorney, CAO Litigation Date: 12/18/2014 8:34:10 AM Name: YilmazGeorge Title: Administrator-Public Utilities,Public Utilities Division Date: 12/22/2014 7:52:16 AM Name: KlatzkowJeff Title: County Attorney, Date: 12/22/2014 9:30:16 AM Name: UsherSusan Title: Management/Budget Analyst, Senior, Office of Management&Budget Date: 12/29/2014 1:08:33 PM Name: FinnEd Title: Management/Budget Analyst, Senior, Transportation Engineering& Construction Management Date: 12/31/2014 9:44:37 AM Name: OchsLeo Title: County Manager, County Managers Office Date: 1/6/2015 2:03:25 PM Packet Page -1012- 1/13/2015 16.0.2. r Cuty Te Purchasing Department .. ..:, lervioes division Change Modification Form /' Purchasing X Contract Change Request ❑Work Order Modification Contract#: 11-5698 Change#:rJ_ POIWork Order#: N/A Project Name: Utility Billing Services Integrated Software System Project#: N/A Project Manager: Teresa Department: UBCS Contractor/Firm Name: Harris Computer Riesen Systems Original Contract/Work Order Amount iiit 140,000.00 10/11/11 1603 Original BCC Approval Date; Agenda Item# Current BCC Approved Amount �� �:220,000.00 1/24/12 1604 Last BCC Approval Da Date; Agenda Item# Current Contract/Work Order Amount l220,000.00 10/10/2016 SAP Contract Expiration Date (Master) Dollar Amount of this Change ' :004,000.00 131.43% Total Change from Original Amount Revised Contract/Work Order Total $ 324,000.00 47.27% Change from Current BCC Approved Amount Cumulative Changes $ 184,000.00 47.27% Change from Current Amount Completion Date, Description of the Task(s) Change, and Rationale for the Change Original completion date: Last approved completion date: Revised completion date (includes this 10/10/2016 10/10/2016 change): 10/10/2016 Number of days added: 0 Each step on the contract modification checklist form has been reviewed prior to me submitting for approval (this box must be initialed by Project Manager) ❑Add new task(s) ❑ Change task(s) l Delete task(s) X Other(specify): Increase for technical services 1. Provide a detailed and specific explanation of the requested change(s)to the task(s) and/or the additional days added: Additional Enhancements and After Hours Upgrades and 1VR and Web Payment hosting services are needed 2. Provide detailed rationale for the requested change: Coding modifications to the billing system are necessary to provide interfaces between the billing software application and the enterprise asset management(EAM) software application City Works for meter inventory. Estimated expenditures for PCI compliant credit card payment processing have increased as customers move away from traditional payment methods (lock box) to paying via the Web and by phone. 3. Provide explanation why change was not anticipated in original scope of work: Coding modification needs were identified as design of the EAM application becomes more defined. The volume of payments via the Web and telephone increased more rapidly than anticipated. 4. Describe the impact if this change is not processed: The City Works Enterprise Asset Management software will not interface with the Water/Sewer Billing System causing delays and errors matching installed meters to the correct customer accounts. Customer demand to utilize electronic payment options will exceed contracted funds available to pay the associated costs. Type of Change I Modification Revised: 7/26/13 1 Packet Page -1013- r❑ 1. Planned/ Elective ---❑ 2.Unforeseen conditions/circumstance 3. Quantity or [❑ 4. Correction of error(s) -- 112 5.Value added 0 6. Schedule 1/13/2015 16.C.2. Change Requested By ❑ Contractor/Consultant ❑_ Owner X Usin. De•artment Design Professional ■ Regulatory Agenc sped : ❑ Other(pecify): Purchasing Professional Participated in Negotiation of Change/ Modification: • Yes ❑ No Approved by: I Date: fitio//y Name and Title:, - f l ost .0 n-fc: /��G�lt fit tn.faiU 'tRL Reviewed by: 1' Date: 2/1 Procurement Strategist's Name:c--> c_.X.4.Aattel,>0."/ /( Revised:7/23/13 2 Packet Page -1014- 1/13/2015 16.C.2. CHANGE ORDER CHANGE NO. 1 CONTRACT NO. 11-5698 BCC Date:10/11/2011 Agenda Item: 16C3 TO: Harris Computer Corporation 1010 WSW Loop 323 Tyler,TX 75701 DATE: 11-18-2014 PROJECT NAME:Utility Billing Services Integrated Software System PROJECT NO.: 50105 Under our AGREEMENT dated October 11,2011 You hereby are authorized and directed to make the following change(s) in accordance with terms and conditions of the Agreement: Reallocate amounts between items and increase IVR and Web Payment Hosting and Miscellaneous enhancements and after hours upgrades as shown in the attached Exhibit i Roadmap of Changes to Harris Contract. FOR THE(Additive) Sum of:$104,000.00, One hundred and four thousand dollars and zero cents. Original Agreement Amount $140,000.00 Sum of Previous Changes $ 80,000.00 This Change Order add $104,000.00 Present Agreement Amount $324,000.00 The time for completion shall not be increased nor decreased due to this Change Order. Your acceptance of this Change Order shall constitute a modification to our Agreement and will be performed subject to all the same terms and conditions as contained in our Agreement indicated above, as fully as if the same were repeated in this acceptance. The adjustment, if any,to the Agreement shall constitute a full and final settlement of any and all claims of the Contractor arising out of or related to the change set forth he • ,including claims for impact and delay costs. Prepared by: ��' Cog Date: / 2// Teresa Riesen,Accounting&Billing Manager, ' Tcial Operaf ns,Public Utilities Division Accepted by: ..� LU. ��' Date: t .�/D iV ulie'Kenney Harris-computer Corporation Approved by: ,../ / Date: 7.,/e1M/ Josepv Bell6ne,iDirector,Operations Support Packet Page -1015- 1/13/2015 16.C.2. Approved by. '21 . 6,;;./ /�/O/Y orge Y.+`1 A•nunistr tor,Public Utilities Division If 1p Approved by: `sd..ia Dater ., it! / Sw; n a Procurement Strategist C i 1 l l Packet Page -1016- 1/13/2015 16.C.2. U O C 2 N a z � u• • mW) o s• Eo vgEgb o b r Q Q O O `" do I,U So 0 d„..t.1 L o •TSn C C u” p' 5 �Q O Q o s o of & ° c A--Kt v w vrd 3 t w U 0I c o m o _U EN ) Q A a oz > 0 a § § a v U ..» 1 7 c 0 U P E 4. y `a C ti E C C31 E r, ▪ 2 o —evr)k Packet Page -1017- e -- - 1/13/2015 16.C.2. k1�, HARRIS Proposal for EAM Project Management and Programming Support October 3, 2014 Collier County is moving ahead with the implementation of Azteca CityWorks. One of the County's objectives of this project is to include integration between the CityWorks Electronic Asset Management (EAM) system and the Harris inHANCE iCIS Customer Information System currently in place at Collier County. To meet this integration goal Harris will provide bath project management and programming services. All labor rates and travel and living expenses will adhere to the existing Harris contract with the County (AGREEMENT#11-5698). The labor rates from AGREEMENT#11-5698 are as follows: R&D Design and Coding (R&D Staff) $150.00 Product Technology Consulting and Testing $140.00 (Professional Services Staff) Product Training & Non-Complex Report $125.00 Writing Services (Customer Support Staff) The travel and living reimbursement schedule from AGREEMENT#11-5698, is as --. follows: Mileage S0.445 per mile Breakfast $6.00 Lunch $11.00 ' Dinner $19.00 I Airfare Actual ticket cost limited to tourist or coach class fare Rental car Actual rental cost limited to compact or standard- size vehicles Lodging Actual cost of lodging at single occupancy rate with a cap of no more than $150.00 per night Parking Actual cost of parking Taxi or Airport Limousine Actual cost of either taxi or airport limousine j iirCI' ).--, Packet Page-1018- 1/13/201516.0.2. HARRIS Harris proposes the following professional services which will include multiple on-site visits of Harris personnel as well as remote assistance during this project: Hours Unit Cost Total Cost R&D Design and Coding (R&D Staff) 320 $ 150.00 $48,000.00 Product Technology Consulting and Testing 200 $ 140100 $28,000.00 • Total Services Cost $76.000.00 Travel and Living Expenses $15,000.00; TOTAL SERVICES AND TRAVEL & LMNG EXPENSES COST $91.000.00 This proposal is an estimate of the required scope of services that will be provided by Harris. The County shall pay Harris for the performance of this proposal in accordance with the above schedules, subject to change orders as approved in advance by the County. Payment will be made upon receipt of a proper invoice and upon approval by the Project Manager or his designee, and in compliance with Chapter 218. Fla. Stats., otherwise known as the "Local Government Prompt Payment Act". To order sign&date this sheet. Either fax or email signed quote back to diaskowskieharriscomputer.com Above Order Accepted and Approved By: j://7--/ (..// e/r/ V I Dite),&t.e (46,rekikter..-C Packet Page -1019-