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Agenda 10/13/2009 Item #16E 2 Agenda Item No. 16E2 October 13, 2009 Page 1 of 8 EXECUTIVE SUMMARY Recommendation to approve and authorize the Chairman to sign a modification of Contract #08.5009 with Sire Technologies in the amount of $189,575 using existing SAP capital project funds for the purpose of extending the County's Electronic Content Management (ECM) system for the implementation of an Agenda Automation application. OBJECTIVE: To obtain Board approval for a modification of Contract #08-5009 with Sire Technologies in the amount of $189,575.00. CONSIDERATIONS: On July 22, 2008, the Board approved the acquisition of an Electronic Content Management (ECM) system from Sire Technologies (agenda item 16E4) for $232,727.00 which covered software licensing and implementation services. _. The ECM system is a "platform" that applications are built on. The ECM platform is in production and BCC technical staff have started to deploy departmental document management applications. Due to the volume of digital information being produced and the accumulation of historical paper documents to be scanned, the roll out of ECM applications will be ongoing for the foreseeable future. The Agenda Automation application is a specialized ECM application that leverages the underlying ECM platform. Sire Technologies sells a set of Agenda software modules. This contract modification covers the cost of the software licenses for the Agenda modules and professional services for implementation. The current agenda automation application was implemented in 2004 at a cost of $35,505.00. Although its planned service lifetime was three years, it is still in production. It was purchased from a small company that no longer provides technical support or feature upgrades. The current agenda application has therefore been rendered "unchangeable" and is trapped on obsolete versions of its operating system and database software which no longer have the support of their vendors. This is a "mission critical" application for this agency. When a problem does occur, staff's ability to fix it will be very limited. During the last 5 months, a cross divisional, multi.disciplinary staff committee has reviewed the features of the Sire Agenda Automation solution and has approved the extension of ECM to include this application. FISCAL IMPACT: Funds sufficient to execute this project will be transferred from the SAP Capital Project (50017) to the Enterprise Content Management Project (50042) with the approval of a budget amendment in the amount of $140,642. Future recurring annual maintenance costs of $25,000 will be allocated across all BCC funds weighted by their headcount starting in FY11. GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this Executive Summary. LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney's Office and does not present any legal issues. - CMG ,- Agenda Item No. 16E2 October 13, 2009 Page 2 of 8 RECOMMENDATION: That the Board of County Commissioners: 1) Approve and authorize the Chairman to sign a modification of Contract #08-5009 with Sire Technologies in the amount of $189,575.00 for the purpose of extending the County's Electronic Content Management (ECM) system for the implementation of an Agenda Automation application, and 2) Approve a budget amendment transferring $140,642 from the SAP project to the ECM project. Prepared by: Barry Axelrod, Oirector, Information Technology Department Agenda Item No. 16E2 October 13, 2009 Page 3 of 8 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Item Number: Item Summary: 16E2 Recommendatian ta approve and authorize the Chairman to sign a modification of Contract #08-5009 with Sire Technalogies in the amount of $189,575 using existing SAP capital project funds far the purpose at extending the Cauntys Electronic Content Management (ECM) system far the implementation of an Agenda Automatian applicatian. 10/13/2009 9:00:00 AM Meeting Date: Approved By James W. DeLony Public Utilities Administrator Date Public Utilities Public Utilities Administration 9/30/2009 11 :03 AM Approved By Marla Ramsey Public Services Administrator Date Public Services Public Services Admin. 9/30/2009 12:06 PM Approved By Joseph K. Schmitt Community Development & Environmental Services Adminstrator Date Community Development & Environmental Services Community Development & Environmental Services Admin. 10/1/200910:04 AM Approved By Dan E. Summers Bureau of Emergency Services Director Date County Manager's Office Bureau of Emergency Services 10/1/200911:58 AM Approved By Norm E. Feder, AICP Transportation Division Administrator Date Transportation Services Transportation Services Admin. 10/1/20092:14 PM Approved By Kelsey Ward Contract Administration Manager Date Administrative Services Purchasing 10/2/20094:27 PM Approved By Len Golden Price Administrative Services Administrator Date Administrative Services Administrative Services Admin. 10/2/20094:47 PM Approved By OMB Coordinator OMB Coordinator Date County Manager's Office Office of Management & Budget 10/5/20098:56 AM Approved By Jeff Klatzkow County Attorney Date County Attorney Agenda Item No. 16E2 October 13, 2009 Page 4 of 8 County Attorney Office 10/5/2009 1: 17 PM Approved By Susan Usher County Manager's Office Senior Management/Budget Analyst Date Office of Management & Budget 10/6/2009 11 :00 AM Approved By Mark Isackson County Manager's Office Budget Analyst Date Office of Management & Budget 10/6/200911:05AM Agenda Item No. 16E2 October 13, 2009 Page 5 of 8 CHANGE ORDER CHANGE ORDER NO.1 CONTRACT NO. 08-5009 BCC Date: July 22,2008_ Agenda Item: 16 E 4 TO: SIRE Technologies, Inc. 3676 W. California Avenue, Unit BlOO Salt Lake City, Utah 84104 DATE: October 2. 2009 PROJECT NAME: Aeenda Plus Meetine Automation Mana2ement System PROJECT NO.: N/A Under our AGREEMENT dated July 22, 2008 . You hereby are authorized and directed to make the following change(s) in accordance with terms and conditions of the Agreement: See attached Exhibit A. FOR THE (Additive) Sum of: one hundred eighty nine thousand five hundred seventy five dollars ($189,575.00). Original Agreement Amount Sum of Previous Changes $232.727.00 $Q $189.575.00 $422,302.00 This Change Order Add Present Agreement Amount The time for completion shall be (increased) by _0_ calendar days due to this Change Order. Accordingly, the Contract Time is now _N/A <--J calendar days. The substantial completion date is _N/A and the final completion date is _N/A . 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 herein, including claims for impact and delay costs. Accepted: October 2. 2009 CONTRACTOR: SIRE Technologies, Inc. OWNER: BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLO cx:f'~ ~ By: David Reeder Agenda Item No. 16E2 October 13, 2009 Page 6 of 8 DIVISION ADMINISTRATOR J~~ By: ~~ rice Date: CONTRACT SPECIALIST By: !f~Y~_1~. ATTEST: BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY FLORIDA Dwight E. Brock, Clerk BY: BY: Donna Fiala, Chairman Approved As To Form and Legal Sufficiency: Print Name: Assistant County Attorney S'RE. TECtfNOLOGll!S B Y A. L P Ii A COR P. 3676 W California Ave, B100, Salt lake City Utah 84104 Phone: 801-977-8608, Fax: 801-977-8775 The following number must appear on all related correspondence, Purchase Order: QUOTE NUMBER: 090720COl-APlS Ship To: SAME To: Collier County IT Department 3301 Tamiami Trail East, Naples, FL 34112 Attn: Barry Axelrod, IT Director Fax: QUOTE DATE PROPOSER SHIP VIA F.O.B. POINT PAYMENT TERMS October 2, 2009 David Reeder Best Oestination In accordance with Contract 08-5009. QTY UNIT DESCRIPTION UNIT PRICE TOTAL ANNUAL MAINTENANCE Agenda Plus Meeting Automation- Management System Unit pricing for Agenda Workstation Licenses 300 User Unlimited Concurrent Enterprise Wide Site License for $125,000.00 ($25,000.00, Agenda Plus beginning after first year of implementation) Pricing for Services to implement SIRE Agenda Plus - (pricing the same for any amount of licenses purchased) SIRE Services 8 days Project Management for Agenda Plus $1,520. $12,160.00 15 days Workflow Definition and Configuration for $1,376. $20,640.00 Agenda approval processes 2 days Agenda Template Configuration $1,376. $2,752.00 2 days Website Customization and Configuration $1,376. $2,752.00 SIRE Onsite Traininq and Education 1 day SIRE Agenda Plus Submitter Training $1,376. $1,376.00 1 day SIRE Agenda Plus Reviewer Training $1,376, $1,376.00 C 0 )E r ,009 2 days SIRE Agenda Plus Clerk Training $1,376. $2,752.00 F age 8 of 8 2 days SIRE Agenda Plus System Admin. Training $1,376. $2,752.00 SIRE Expenses 5 Airfare. Round Trip $600. $3,000.00 20 Per Oiem: Oaily Expenses $200. $4,000.00 Subtotal $178,560.00 Note: All days quoted are estimates. If days quoted are not used, only days used will be charged. Allowance for other implementation services as $11,015.00 needed, including, but not limited to: training, - implementation services, customization, configuration, integration, travel, per diem expenses, and/or other reimbursable items,. TOTAL $189,575 SALES TAX Exempt SHIPPING & HANDLING Prepay & Add N/A MAINTENANCE N/A TOTAL Not to $189,575 Exceed Agenda Item No. 16E2 o t b 13 2 Pricing valid for 90 days Delivery: As mutually agreed upon in writing by County Project Manager or his designee and SIRE. Note: Annual Maintenance amount of $x,xxx.OO is due 90 days after Acceptance Milestone. ~~ ~ David Reeder - SIRE Technologies