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Agenda 02/27/2018 Item #16D 902/27/2018 EXECUTIVE SUMMARY Recommendation to approve a Second Amendment to Agreement No. 11-5608-NS, pertaining to a Software License, Service Agreement, and Customer Support Agreement for the Collier Area Transit (CAT) System, between RouteMatch Software, Inc. and Collier County to transition from Mobile Data Terminals (MDTs) to tablets, including two (2) years of support and maintenance for a cost of $31,889.75. OBJECTIVE: Modify the current technology for Paratransit trip planning to provide real -time mobile data and vehicle tracking systems that facilitate communications between drivers and dispatchers, improving efficiency and reducing cost. CONSIDERATIONS: McDonald Transit, on behalf of the County, and RouteMatch Software, Inc. entered into a Software License and Service Agreement dated November 7, 2005, to provide a program utilized for scheduling trips on the Paratransit system. The County entered into a Customer Support Agreement with RouteMatch on October 13, 2010, for the annual support and training of the software program. The current system uses MDTs to display the trips scheduled daily for service from the RouteMatch scheduling software system. A more cost-effective method for transferring the data for daily trip planning has been determined with the use of tablets. RM Mobile is a module that is directly integrated with the RouteMatch Software application and provides a mobile interface between the dispatch software and bus. The module allows for route information and vehicle tracking information to be transferred between mobile buses and the scheduling software to allow automated dispatching. RM Mobile provides GPS navigation and tracking, logs the arrival times of all trips, two-way messaging, and fare collection logs. Staff is recommending transitioning from MDTs to tablets through this upgrade. RouteMatch has provided a proposal for the upgrade including a fixed cost for two (2) years of support and maintenance for a total cost of $31,889.75. Grant funds are available to pay for the cost for these services but must be expended this year to meet milestone requirements. Staff requests authorization for the advanced payment for the support and maintenance of $19,296 pursuant to Fla. Stats. § 28.235. Commencement of the project will begin upon execution of the Amendment. FISCAL IMPACT: On October 24, 2017, the Board of County Commissioners (Board) approved (Item# 16D5) an Amendment to Federal Transit Administration (FTA) 5307 FY16 grant award to reallocate grant funding to purchase replacement equipment for this paratransit technology. Funds in the amount of $31,889.75 are available in the FTA Grant 5307 FY16 in Grant Fund 424, Project No. 33482. This total includes a fixed cost for premium support and maintenance during year one at the cost of $9,648 and year two at the cost of $9,648 after project implementation. GROWTH MANAGEMENT IMPACT: Consistent with Objective 12 of the Transportation Element of the Growth Management Plan. LEGAL CONSIDERATIONS: This item is approved as to form and legality, and requires majority vote for Board approval. -SRT RECOMMENDATION: To approve the attached Second Amendment to the Software License and Service Agreement and Customer Support Agreement between RouteMatch Software, Inc.; authorize payment of $31,889.75, which includes the advanced payment for support and maintenance for year 1 and 2, and authorize the Chairman to sign the Amendment. 16.D.9 Packet Pg. 1079 02/27/2018 Prepared By: Matthew Liveringhouse, PTNE Public Transit Manager, PTNE Division ATTACHMENT(S) 1. 11-5608 Routematch_Amend 2_VendSign (PDF) 2. Waiver Request 314 - RouteMatch software (PDF) 3. 11-5608-NS Original Agreement; Addendum; and Waiver Exemption (PDF) 16.D.9 Packet Pg. 1080 02/27/2018 COLLIER COUNTY Board of County Commissioners Item Number: 16.D.9 Doc ID: 4805 Item Summary: Recommendation to approve a Second Amendment to Agreement No. 11-5608- NS, pertaining to a Software License, Service Agreement, and Customer Support Agreement for the Collier Area Transit (CAT) System, between RouteMatch Software, Inc. and Collier County to transition from Mobile Data Terminals (MDTs) to tablets, including two (2) years of support and maintenance for a cost of $31,889.75. Meeting Date: 02/27/2018 Prepared by: Title: Division Director - Pub Tran & Nbrhd Enh – Public Transit & Neighborhood Enhancement Name: Michelle Arnold 02/06/2018 3:23 PM Submitted by: Title: Division Director - Pub Tran & Nbrhd Enh – Public Transit & Neighborhood Enhancement Name: Michelle Arnold 02/06/2018 3:23 PM Approved By: Review: Public Transit & Neighborhood Enhancement Caroline Soto Additional Reviewer Completed 02/06/2018 4:01 PM Procurement Services Barbara Lance Level 1 Purchasing Gatekeeper Completed 02/06/2018 4:07 PM Public Transit & Neighborhood Enhancement Michelle Arnold Additional Reviewer Completed 02/08/2018 7:01 PM Procurement Services Todd Henry Additional Reviewer Skipped 02/09/2018 11:52 AM Operations & Veteran Services Sean Callahan Additional Reviewer Completed 02/09/2018 4:01 PM Procurement Services Priscilla Doria Additional Reviewer Completed 02/13/2018 9:21 AM Public Transit & Neighborhood Enhancement Matthew Liveringhouse Additional Reviewer Completed 02/14/2018 9:17 AM Procurement Services Ted Coyman Additional Reviewer Completed 02/14/2018 3:21 PM Public Services Department Todd Henry Level 1 Division Reviewer Completed 02/14/2018 3:30 PM Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 02/15/2018 8:21 AM Grants Erica Robinson Level 2 Grants Review Completed 02/15/2018 11:13 AM County Attorney's Office Scott Teach Level 2 Attorney Review Completed 02/19/2018 1:11 PM Procurement Services Sandra Herrera Additional Reviewer Completed 02/20/2018 10:30 AM Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 02/20/2018 10:43 AM Grants Therese Stanley Additional Reviewer Completed 02/20/2018 11:21 AM 16.D.9 Packet Pg. 1081 02/27/2018 County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 02/20/2018 1:47 PM County Manager's Office Leo E. Ochs Level 4 County Manager Review Completed 02/20/2018 1:53 PM Board of County Commissioners MaryJo Brock Meeting Pending 02/27/2018 9:00 AM 16.D.9 Packet Pg. 1082 16.D.9.a Packet Pg. 1083 Attachment: 11-5608 Routematch_Amend 2_VendSign (4805 : RouteMatch Agreement Amendment) 16.D.9.a Packet Pg. 1084 Attachment: 11-5608 Routematch_Amend 2_VendSign (4805 : RouteMatch Agreement Amendment) 16.D.9.a Packet Pg. 1085 Attachment: 11-5608 Routematch_Amend 2_VendSign (4805 : RouteMatch Agreement Amendment) 16.D.9.a Packet Pg. 1086 Attachment: 11-5608 Routematch_Amend 2_VendSign (4805 : RouteMatch Agreement Amendment) 16.D.9.a Packet Pg. 1087 Attachment: 11-5608 Routematch_Amend 2_VendSign (4805 : RouteMatch Agreement Amendment) 16.D.9.a Packet Pg. 1088 Attachment: 11-5608 Routematch_Amend 2_VendSign (4805 : RouteMatch Agreement Amendment) Collier County ®nt lAf-aiwAv Pr:iCLi!«Ksr;i Services ' AdrrWstraBveServices Depart \Na\VQf ReqU6St Instructions Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be submitted to the division's Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests greater than $50,000 will require approval by the Board of County Commissioners. Sole source refers to a procurement where the selection of one supplier to the exclusion of all others may be based on having only one supplier in the marketplace, proprietary technology, copyright, patent, or a supplier's unique capability. Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors, even though other competitive sources may be available. Requester Name: Matthew Liveringhouse Division: PTNE Item/Service: Route Match RM Mobile and Sygic App Vendor Name: RouteMatch Software, LLC. Fiscal Year: 2018 Requested Date Range:Anticipated Cost per Fiscal Year: $31,889.75 Sole Source: X Single Source: Q One Time Purchase: X Multiple Purchases: D Description of Purchase: Enfer a description of the item(s) items that will be purchased under this waiver. RM Mobile is a module that directly integrates the RouteMatch Dispatch and Scheduling software and a tablet on CAT Connect buses to supports automated dispatch functions. The Sygic is a GPS Mapping solution that is used in conjunction with RM Mobile to provide routing instructions to drivers. Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations, RM Mobile allows route information and vehicle tracking interface transmitted to bus drivers. This allows for automated dispatching that creates efficient routes and provides passengers better service. This module will provide a more cost-effective method for transferring data for daily trip planning. How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via Procurement or if there is a historical precedence established for the use of the product, please explain purchase and use history and the current level of County investment in the product, RouteMatch is the vendor that provides the Dispatch and Scheduling software that CAT Connect uses. RM Mobile and Sygic are integrated with this software and provide the added functionality. No other software is available that can provide this interface between the RouteMatch software and the mobile tablets without additional cost to the county. What is the cost/benefit of using, or continuing to use, this vendor for this produces)? Describe savings or benefit of staying with this firm and the additional cost or down side of switching to another provider. The implementation and maintenance service cost for 2 years is $31,889.75. It is estimated that approving the use with RouteMatch Will save $49,786 for the two-year period. Market research and market alternatives; When was the last time a market evaluation was performed to determine if either the technology or vendor offerings have changed? When will your next evaluation be performed? Changing to a different vendor would require PTNE to purchase a complete scheduling and dispatch software package that has the mobile interface as part of that system. PTNE staff has reviewed 4 software applications with the same functionality and the cost would be at least $200,000 to procure the new system. PTNE staff reviews different software options and pricing at least 2-4 times per year. Citing the definitions provided at the top of this form, why is this either a Sole Source or a Single Source? If a sole source please provide a letter from the manufacturer indicating so, or indicating a controlled distribution to only one authorized source. If a Single Source please elaborate and justify. This is a sole source purchase because the RM Module and Sygic applications is needed to interface with the RouteMatch software previously procured. No other application will provide the same functionality and interface with the RouteMatch software. 16.D.9.b Packet Pg. 1089 Attachment: Waiver Request 314 - RouteMatch software (4805 : RouteMatch Agreement Amendment) Date of BCC standardization (if applicable);BGC Item number: It is a felony to knowingly circumvent a competitive process for commodities or services by fraudulently specifying sole source. Florida Statute 838.22(2). Requested by: Matthew Liveringhouse Division Director: Michelle Arnold Procurement Sjjatejaist: / ' *jr fLiGiZ.S^f&0u L^yr? £> 1 7c7 Procurement Directon^^ p ^ 7 titi w u Signature: -fsii^^-_JI^=5._iv Signature: /fml^ — /^T^" l^-7 Signature: / /(jf~ jO^QLt^S Signature: ) S^ /f'^Z&l S^L^^ ^7*-\-*su*^ Date: 2/9/2018 Date: 2/9/201 8 Date: ^Ifljf^ D**3-,3jg / '" For Procurement Use Only: FY18 Approval: D FY19 Approval: D Mufti-Year Approval :D Start End 16.D.9.b Packet Pg. 1090 Attachment: Waiver Request 314 - RouteMatch software (4805 : RouteMatch Agreement Amendment) Collier County Board of County Commissioners Sole Source Justification for Software Purchase Date: December 7, 2017 Sole Source Justification In November of 2005, Collier County Board of County Commissioners ("Collier County") conducted an extensive Intelligent Transportation Systems ("ITS") needs analysis and concluded it was a necessity to assign the demand response software and support and maintenance services from the private transit provider to Collier County. Routematch was awarded a contract that provided Collier County with: (1) RouteMatch Demand software ("Software"); (2) professional services to implement the foregoing; and (3) support and maintenance services for the Software. RouteMatch has provided Software support and maintenance since the inception of this contract. After Collier County's adoption of the Software paratransit ITS it recently conducted an operational analysis and evaluation of its overall system. Collier County has determined that the integration of Routematch's vehicle locating and tracking RM Mobile software and Sygic offline mapping software licenses, the travel and project management services to install and train the users on such software, and continued support and maintenance would provide even greater operational and staff efficiencies, customer responsiveness, and overall enhanced customer service. To achieve the desired operational efficiencies and its integrated ITS vision, Collier County has confirmed that RouteMatch meets its requirements for providing the RM Mobile software and Sygic offline mapping software licenses, the travel and project management fees to install and train the users on such software and continued support and maintenance. Therefore, Collier County plans to sole source these products and services. Specifically, Collier County is interested in procuring the RM Mobile software and Sygic offline mapping software licenses, the travel and project management services to install and train the users on such software and Routematch's continued support and maintenance that seamlessly integrates and supports the existing RouteMatch dispatch software used by Collier County. The RM Mobile software and Sygic offline mapping software licenses fully integrates into the existing dispatch software application and the database. RouteMatch is the only vendor that can supply the specific project management and support and maintenance services that work with the existing technology Collier County uses. Through use of Routematch's RM Mobile software and Sygic offline mapping software licenses, Collier County expects an increase in overall operational efficiency, lower operating costs, and increased customer satisfaction. The Federal Transit Administration's 2016 Best Practices Procurement and Lessons Learned Manual. provides that the selection of RouteMatch's RM Mobile software and the Sygic offline mapping software is in Collier County's best interest for several, essential reasons, including: (1) Unique service - Routematch's RM Mobile software and the Sygic offline mapping software already integrates with the RouteMatch Software, unlike other providers in the market that are not capable of integrating with the ITS; (2) Substantial Duplication - Collier County will enjoy cost savings by upgrading to a product which needs no additional development to integrate with the RouteMatch Software; and (3) Unacceptable Delay in Deployment - Collier County should avoid any such delays due to RouteMatch's familiarity with the product upgrade and the proven interoperability of the RouteMatch Software and the RM Mobile software and the Sygic offline mapping software. The following serves as justification for this sole source procurement. Special Conditions - Agency Collier County is in need of RM Mobile software and the Sygic offline mapping software licenses, and the professional services to install them for use in the Routematch software, in order to increase the efficiency of our operations and keep costs of support & maintenance from multiple, disjointed vendors to a minimum. 16.D.9.b Packet Pg. 1091 Attachment: Waiver Request 314 - RouteMatch software (4805 : RouteMatch Agreement Amendment) Unique RouteMatch is the only source which can provide the professional services to install the RM Mobile software and Sygic offline mapping licenses in a way that is guaranteed to integrate seamlessly with the Software. Delay caused by a competitive process, would disadvantage our Collier County and the public, who depend on its services to be delivered as efficiently and inexpensively as possible. Substantial Duplication Collier County has successfully used RouteMatch's proprietary ITS Software for twelve years depending on RouteMatch for continual support and maintenance of the Software. RouteMatch developed the Software in-house, and RouteMatch alone knows how to deploy, support, and maintain the Software (particularly in light of the fact that RouteMatch actively protects the Software as a confidential and proprietary trade secret). Given that the RM Mobile software and Sygic offline mapping licenses integrate seamlessly with the current Software, no vendor other than RouteMatch can provide the RM Mobile software and Sygic offline mapping licenses in a way that is guaranteed to integrate seamlessly with the Software. Unacceptable Delay in Deployment The cost of the RM Mobile software and Sygic offline mapping licenses and professional services needed to install and support their use being purchased by way of sole source is significantly less than it would be if Collier County were to competitively bid an upgrade to the existing RouteMatch system to be supplied by another vendor. There is no guarantee of locating another vendor who could provide the know how and services to integrate the RM Mobile software and Sygic offline mapping licenses with the Routematch software, and no other vendor's solution already integrates with the Software, as Routematch's does. Vendor's Unique Qualifications RouteMatch has proven to be one of fewer than five vendors capable of providing enterprise-level public transportation software that serves both the demand response and fixed route technology needs of Collier County. Over a number of years, RouteMatch has built a solution that can accommodate Collier County's needs, helping save time, money, and staff of maintaining multiple, fragmented systems. Benefits include reduced gas usage and reduced annual support and maintenance costs by receiving technical support and maintenance from a single vendor. Additionally, RouteMatch's customer support and maintenance staff, which has been providing software support and maintenance since the date that we originally purchased the Software, is uniquely positioned to provide unparalleled support and maintenance for the RM Mobile software and Sygic offline mapping licenses that Collier County seeks. Special Conditions - Vendor RouteMatch's source code is confidential, proprietary intellectual property that it protects to the greatest extent possible, RouteMatch requires that its customers protect its intellectual property as confidential to the greatest extent the law allows and enters non-disclosure and/or confidentiality agreements whenever the possibility arises that RouteMatch may need or want to disclose such intellectual property to third parties. For all these reasons above, Collier County believes that a sole source procurement of the RM Mobile software and Sygic offline mapping licenses is necessary. Collier County is justifiably unable to obtain a product similar to the RM Mobile software and Sygic offline mapping licenses, or similar support and maintenance related thereto, which provide the same efficiencies and benefits from any other vendor. 16.D.9.b Packet Pg. 1092 Attachment: Waiver Request 314 - RouteMatch software (4805 : RouteMatch Agreement Amendment) 16.D.9.c Packet Pg. 1093 Attachment: 11-5608-NS Original Agreement; Addendum; and Waiver Exemption (4805 : RouteMatch Agreement Amendment) 16.D.9.c Packet Pg. 1094 Attachment: 11-5608-NS Original Agreement; Addendum; and Waiver Exemption (4805 : RouteMatch Agreement Amendment) 16.D.9.c Packet Pg. 1095 Attachment: 11-5608-NS Original Agreement; Addendum; and Waiver Exemption (4805 : RouteMatch Agreement Amendment) 16.D.9.c Packet Pg. 1096 Attachment: 11-5608-NS Original Agreement; Addendum; and Waiver Exemption (4805 : RouteMatch Agreement Amendment) 16.D.9.c Packet Pg. 1097 Attachment: 11-5608-NS Original Agreement; Addendum; 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