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Agenda 10/11/2022 Item #16A12 (Recommendation to approve Agreement #22-029-NS)10/11/2022 EXECUTIVE SUMMARY Recommendation to approve Agreement #22-029-NS “Work & Asset Management System Software Licenses and Annual Maintenance” with Cartegraph Systems, LLC for the work management system software licenses and the annual maintenance; to continue the Transportation Management Services Department and the Facilities Division’s enterprise asset management strategic vision in alignment with Collier County Government’s goals and to approve expenditures under the Agreement and approved Sole Source Waiver. OBJECTIVE: To continue to utilize the existing work and asset management system, which provides a work order and asset management system for stormwater, signs, signals, lighting, signal controllers, bus stops, bridges, sidewalks, roads, landscaping, facilities, and other assets related to County roadways, stormwater, transportation, and facilities for more cost-effective management of the infrastructure. CONSIDERATIONS: In 2007, the Transportation Management Services Department (TMS), formerly the Growth Management Department (GMD), selected Cartegraph as its work order and asset management system. At the time, Cartegraph's transportation centric software was deemed a good fit for the asset types maintained by the Department. The purchase of Cartegraph was authorized with the understanding that Transportation Management would ultimately develop and enhance its asset management and Capital Improvement Plan (CIP) generation capabilities in the line with Collier County Government’s strategic vision. The Board of County Commissioners (BCC) authorized the continued use of this vendor for the work management system within TMS at regular meetings on 11/8/2011 (16A19), 06/23/2015 (16A19) and on 6/27/2017 (16A19). Cartegraph is currently used by the Traffic Operations, Road Maintenance, Right-of-Way Acquisition, Capital Project Planning, Public Transit & Neighborhood Enhancement (PTNE), and Facilities Divisions. The application also serves as an operation management system to manage work requests, work orders, labor, equipment, material, and inventory. Its ability to allow supervisors to create, assign, and track tasks to field workers helps in managing constituent complaints effectively by ensuring work is completed efficiently and timely. Staff also uses Cartegraph to update and maintain the asset inventory and condition ratings and to associate work orders to assets. Cartegraph is fully integrated with ESRI's Geographic Information System (GIS), the County's mapping software. This gives the ability to view the assets and perform geospatial and statistical analyses. Data collected and maintained through Cartegraph can be transitioned and migrated to any asset management software application that has an ESRI GIS component. The current work management system's ability to track the frequency and cost of asset maintenance aids in the effort to meet the public’s expectations, avoid duplication of efforts, and ensure the safety and welfare of the general public. Cartegraph is also integrated to Collier County Government’s Qscend 311 system enhancing the ability of divisions to receive and process requests faster. The Cartegraph suite also includes the Space Management application utilized by Facilities Division to manage the Collier County Government infrastructure. The current use of Cartegraph within TMS and Facilities is consistent with the enterprise goal of combining and coordinating asset management data into more structured and useable formats. The current application is in its latest version, enhanced with the additional features. The enhanced capabilities include: • Enhanced asset condition assessment and preventive maintenance tools. • Advancements in standard inventory and materials management functionality. • Scenario Builder functionality for planning, predictive analyses modules, future asset performance projection to support CIP and optimize maintenance activities, resources, and budget. 16.A.12 Packet Pg. 248 10/11/2022 • Hosted cloud environment that meets County SLA's and data security and ownership. Cartegraph will manage databases, future upgrades, and maintenance; this structure will provide a reduction in both IT costs and long-term capital infrastructure replacement and maintenance. • Field capabilities to allow for faster response time and increased field productivity including offline capabilities for areas with limited wifi connection. • Qscend 311 integration. • Space Management solution. Section Eleven, subsection 10, of the Collier County Procurement Ordinance 2017-08, as amended, allows the selection of one particular supplier based on lack of competition, proprietary technology, copyright, warranty, or the supplier’s unique capability. Staff is requesting that the Board approve expenditures under the approved waiver for its asset management system software, maintenance, products, licenses, and services for a period of five (5) years. The annual subscription maintenance cost in an amount of not-to-exceed $202,085 the first year, $207,878 the second year, $213,662 the third year, $219,132 the fourth year, and $224,820 the fifth year and final year, and shall be paid in advance pursuant to Fla. Stat. §28.235. Agreement #22-029-NS “Work & Asset Management System Software Licenses and Annual Maintenance” will replace existing Agreement between County and Cartegraph Systems, LLC which is set to end on October 30, 2022. FISCAL IMPACT: Funds for these services and fees are available within each using divisions’ approved budget. The annual renewal subscription maintenance cost is estimated at $202,085 the first year, $207,878 the second year, $213,662 the third year, $219,132 the fourth year, and $224,820 the fifth year and is fixed for a five-year period, which generates more favorable pricing than a three-year maintenance agreement. The expiring five-year contract averaged $116,000 annually for Transportation Management Services and $43,500 for Facilities for a total combined annual cost of $159,500 for the base Cartegraph system. The new contract will merge the two OMS invoices together, as well as combining a space buildi ng management application for Facilities at an annual average cost of $17,660 which replaces a separate contract Facilities has for this application. In addition, the new contract will also include an annual fee of $10,000 for the Qscend 311 integration with Cartegraph. The new five-year contract will average $213,500 annually for five years. This will include Facilities space planning application and Qscend 311, the two new services at $27,660 and the base Cartegraph system at $185,840. The net annual increase of $26,340 for the base Cartegraph services is a natural and expected increase in price for a period of five years for technology applications. The use of the Cartegraph system has been continually upgraded and expanded across multiple divisions within Collier County Government since it was first utilized in 2007 reflecting the additional costs throughout the years. GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact resulting from this action. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval. -RTT RECOMMENDATION: That the Board approve Agreement #22-029-NS with Cartegraph Systems, LLC, approve expenditures made under the Agreement and approved sole source waiver and authorize the Chairman to sign Agreement. 16.A.12 Packet Pg. 249 10/11/2022 Prepared by: Samer Slaiby, Manager Technical Systems Operations, Transportation Management Services Department. ATTACHMENT(S) 1. 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (PDF) 2. 22-029-NS Cartegraph_Insurance (PDF) 3. FY22 Waiver Request 061 - Cartegraph Systems LLC (PDF) 16.A.12 Packet Pg. 250 10/11/2022 COLLIER COUNTY Board of County Commissioners Item Number: 16.A.12 Doc ID: 23227 Item Summary: Recommendation to approve Agreement #22-029-NS “Work & Asset Management System Software Licenses and Annual Maintenance” with Cartegraph Systems, LLC for the work management system software licenses and the annual maintenance; to continue the Transportation Management Services Department and the Facilities Division’s enterprise asset management strategic vision in alignment with Collier County Government’s goals and to approve expenditures under the Agreement and approved Sole Source Waiver. Meeting Date: 10/11/2022 Prepared by: Title: Operations Analyst, Senior – Growth Management Department Name: Samer Slaiby 09/01/2022 1:38 PM Submitted by: Title: Deputy Department Head – Growth Management Department Name: Trinity Scott 09/01/2022 1:38 PM Approved By: Review: Procurement Services Ana Reynoso Level 1 Purchasing Gatekeeper Completed 09/01/2022 2:13 PM Procurement Services Sara Schneeberger Additional Reviewer Completed 09/01/2022 2:26 PM Road Maintenance Gerald Kurtz Additional Reviewer Completed 09/01/2022 5:26 PM Procurement Services Sue Zimmerman Additional Reviewer Completed 09/02/2022 12:11 AM Transportation Engineering Jay Ahmad Additional Reviewer Completed 09/02/2022 10:22 AM Public Transit & Neighborhood Enhancement Michelle Arnold Additional Reviewer Completed 09/02/2022 12:03 PM Capital Project Planning, Impact Fees, and Program Management Beth Johnssen Additional Reviewer Completed 09/02/2022 12:25 PM Facilities Management John McCormick Additional Reviewer Completed 09/02/2022 2:55 PM Growth Management Department Anthony Khawaja Additional Reviewer Completed 09/06/2022 8:18 AM Growth Management Operations Support Tara Castillo Additional Reviewer Completed 09/06/2022 5:15 PM Growth Management Department Jeanne Marcella Growth Management Department Completed 09/07/2022 9:51 AM Growth Management Department Gene Shue Additional Reviewer Completed 09/12/2022 2:21 PM Procurement Services Sandra Herrera Additional Reviewer Completed 09/12/2022 4:19 PM Information Technology Mark Gillis Additional Reviewer Completed 09/20/2022 10:41 AM 16.A.12 Packet Pg. 251 10/11/2022 Growth Management Department Jeanne Marcella Transportation Completed 09/20/2022 1:05 PM County Attorney's Office Ronald Tomasko Level 2 Attorney Review Completed 09/21/2022 11:39 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 09/21/2022 11:54 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 09/21/2022 2:03 PM Office of Management and Budget Laura Zautcke Additional Reviewer Completed 10/03/2022 5:58 PM Office of Management and Budget Christopher Johnson Additional Reviewer Completed 10/04/2022 11:33 AM County Manager's Office Geoffrey Willig Level 4 County Manager Review Completed 10/04/2022 6:20 PM Board of County Commissioners Geoffrey Willig Meeting Pending 10/11/2022 9:00 AM 16.A.12 Packet Pg. 252 16.A.12.aPacket Pg. 253Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 254Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 255Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 256Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 257Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 258Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 259Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 260Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 261Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.a Packet Pg. 262 Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 263Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 264Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 265Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 266Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 267Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 268Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 269Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 270Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 271Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 272Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 273Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 274Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 275Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 276Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 277Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 278Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 279Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 280Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 281Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 282Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) 16.A.12.aPacket Pg. 283Attachment: 22-029-NS Cartegraph Systems, LLC_Contract_VendorSigned (23227 : Cartegraph OMS License and Maintenance Renewal) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 8/25/2022 AssuredPartners Great Plains,LLC dba Friedman Insurance PO Box 759 Dubuque IA 52004-0759 Pam Buchholtz 563-556-0272 563-556-4425 buchholtzp@friedman-group.com Travelers Property Casualty Ins Company 36161 CARTSYS-01 Cartegraph Systems LLC 3600 Digital Dr. Dubuque IA 52003 874301930 A X 1,000,000 X 500,000 10,000 1,000,000 2,000,000 X X X Y ZLP14T1793A 11/1/2021 11/1/2022 2,000,000 A 1,000,000 X X Y BA0L652234 11/1/2021 11/1/2022 Hired Auto Physical ACV A X X 5,000,000CUP1L95961111/1/2021 11/1/2022 5,000,000 X 10,000 A X N UB 7J405961 11/1/2021 11/1/2022 1,000,000 1,000,000 1,000,000 A CUP1L959611 11/1/2021 11/1/2022 RE:Agreement #MA-22-04548.Collier County Board of County Commissioners,OR,Board of County Commissioners in Collier County,OR Collier County Government,OR,Collier County included as an Additional Insured under the captioned Commercial General Liability and Automobile Policies on a primary and non-contributory basis if and to the extent required by written contract,per endorsement forms CGD417,CGD426,CAT437 and CAT442. Collier County Procurement Services Division 3295 Tamiami Trail East C-2 Naples FL 34112-2885 16.A.12.b Packet Pg. 284 Attachment: 22-029-NS Cartegraph_Insurance (23227 : Cartegraph OMS License and Maintenance Renewal) Holder Identifier : 7777777707070700077763616065553330763717446304446707662007550507120071460577366303320736061113241013007526273136432330077624115760567560776041113043257407726231772056512077727252025773110777777707000707007 6666666606060600062606466204446200620020426204200006002006262042000060222062622600200600002406226000206200226260242222062200262402622020622000424022242206200244222660262066646062240664440666666606000606006Certificate No : 570095027754 CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 08/26/2022 IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. PRODUCER Aon Risk Services South, Inc. Charlotte NC Office 1111 Metropolitan Avenue, Suite 400 Charlotte NC 28204 USA PHONE(A/C. No. Ext): E-MAILADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # (866) 283-7122 INSURED 25038North American Capacity Ins CoINSURER A: INSURER B: INSURER C: INSURER D: INSURER E: INSURER F: FAX(A/C. No.):(800) 363-0105 CONTACTNAME: Cartegraph Systems LLC 3600 Digital Drive Dubuque IA 52003 USA COVERAGES CERTIFICATE NUMBER:570095027754 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, Limits shown are as requested POLICY EXP (MM/DD/YYYY)POLICY EFF (MM/DD/YYYY)SUBRWVDINSR LTR ADDL INSD POLICY NUMBER TYPE OF INSURANCE LIMITS COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR POLICY LOC EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GENERAL AGGREGATE PRODUCTS - COMP/OP AGG GEN'L AGGREGATE LIMIT APPLIES PER: PRO- JECT OTHER: AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY SCHEDULED AUTOS HIRED AUTOS ONLY NON-OWNED AUTOS ONLY BODILY INJURY ( Per person) PROPERTY DAMAGE (Per accident) BODILY INJURY (Per accident) COMBINED SINGLE LIMIT (Ea accident) EXCESS LIAB OCCUR CLAIMS-MADE AGGREGATE EACH OCCURRENCE DED UMBRELLA LIAB RETENTION E.L. DISEASE-EA EMPLOYEE E.L. DISEASE-POLICY LIMIT E.L. EACH ACCIDENT OTH-ERPER STATUTE Y / N (Mandatory in NH) ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER N / A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY If yes, describe under DESCRIPTION OF OPERATIONS below AggregateC4LQ3051889CYBER202201/01/2022 01/01/2023 Cyber Liability $25,000Retention E&O-TechnologyA SIR applies per policy terms & conditions $1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Participating underwriter: North American Capacity Insurance Company. CANCELLATIONCERTIFICATE HOLDER AUTHORIZED REPRESENTATIVECollier County 3295 Tamiami Trail East Naples FL 34112 USA ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 16.A.12.b Packet Pg. 285 Attachment: 22-029-NS Cartegraph_Insurance (23227 : Cartegraph OMS License and Maintenance Renewal) Waiver Request Form Revised 06/17/2021 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 particular 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: Division: Item/Service: Vendor Name: Historical Countywide Spend: ______________________ Requested date range: _____________ Not to Exceed Amount per Fiscal Year: __________________ Is there an agreement associated with this waiver to be reviewed by Contracts? Yes No Sole Source Single Source One Time Purchase Multiple Purchases Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver. Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations. Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing Compliance Code (PCC) number or email approval documentation. Yes No If yes, provide the PCC number:__________________________________________________ 16.A.12.c Packet Pg. 286 Attachment: FY22 Waiver Request 061 - Cartegraph Systems LLC (23227 : Cartegraph OMS License and Maintenance Renewal) Waiver Request Form Revised 06/17/2021 Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below. Check all that apply (if box is checked, please make sure to provide an explanation below): Sole Source Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain below and provide documentation from the manufacturer confirming claims made by the distributors. No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost, convenience, timeliness, etc.? Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor were used. Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by patent, copyright or other applicable laws and provide documentation validating that claim. Single Source Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide the detailed information below. Date of BCC Standardization: ___________________ BCC Agenda Item number: __________________ Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes, provide the documentation verifying the warranty. Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide documentation from the manufacturer confirming those claims. Other Factors: Any other reason not listed above, explain below. Explain: How does this purchase meet the identified sole or single source criteria listed above? 16.A.12.c Packet Pg. 287 Attachment: FY22 Waiver Request 061 - Cartegraph Systems LLC (23227 : Cartegraph OMS License and Maintenance Renewal) Waiver Request Form Revised 06/17/2021 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. Explain why it is in the County’s best interest to use this product/service rather than issuing a competitive solicitation: What are the benefits from the continued use? Are there costs that would be incurred if a different vendor/product were used? What would occur if another brand/vendor were used? Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the cost for addressing the needs via an alternate approach. Will this purchase obligate us to future ancillary products or services? Either in terms of maintenance or standardization. Yes No If yes, explain what types: 16.A.12.c Packet Pg. 288 Attachment: FY22 Waiver Request 061 - Cartegraph Systems LLC (23227 : Cartegraph OMS License and Maintenance Renewal) Waiver Request Form Revised 06/17/2021 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? Based on the life expectancy of the product, when do you anticipate evaluating the market again? Please attach a detailed market evaluation report should the complexity, duration, and dollar amount of the purchase be a high risk to the County. 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: Signature: Date: Division Director: Signature: Date: Department Head: Required if over $50,000 Signature: Date: Procurement Strategist: Signature: Date: Procurement Director: Or designee Signature: Date: For Procurement Use Only: Approved Requesting Additional Information Requires RFI/Intent to Sole Source Rejected Procurement Comments: Current FY Approval Multi-Year Approval Start Date: ______________ End Date: __________ 16.A.12.c Packet Pg. 289 Attachment: FY22 Waiver Request 061 - Cartegraph Systems LLC (23227 : Cartegraph OMS License and Maintenance Renewal) May 24, 2022 Collier County: Samer Slaiby, Manager Technical Systems Operations 2885 South Horseshoe Drive Naples, FL 34104 RE: Sole Source Developer of Cartegraph Software Dear Samer, I wanted to take this opportunity to verify in writing Cartegraph Systems LLC of 3600 Digital Drive, Dubuque, Iowa 52003 is the sole source developer of the applications in the Cartegraph Software Suite. Cartegraph Systems LLC is the sole company who can provide the Cartegraph Operations Management Software (OMS) Suite, SEMS Technology and InVision. This software is solely licensed,designed and developed by Cartegraph Systems LLC. These items plus Cartegraph Shared Cloud Hosting cannot be purchased from any other source. Implementation Services refer to the training, consultation, and configuration of Cartegraph OMS, must be performed exclusively by Cartegraph Systems LLC. As we strive to assist your organization in increasing efficiency, accountability and transparency, please feel free to contact me at 800-688-2656, extension 3305 or via e-mail at mitchbradley@cartegraph.com if further information is needed. 3600 Digital Drive Dubuque, Iowa 52002 800.688.2656 563.556.8120 www.cartegraph.com 16.A.12.c Packet Pg. 290 Attachment: FY22 Waiver Request 061 - Cartegraph Systems LLC (23227 : Cartegraph OMS License and Maintenance Renewal)