Backup Documents 07/28/2009 Item #10I
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 101
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. Original documents should be hand delivered to the Board Otllce Thc completed routing slip and original
documents are to be forwardcd to the Board Oftlcc only after thc Board has takcn action on thc Itcm)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signaturcs, datcs, and/or information nceded. Jfthe document is already complete with the
exce tion of the Chainnan's si nature, draw a line through routin lines # I throu .h #4, com lete the checklist, and forward to Exccutive Manager on (line #5).
Route to Addressee(s) Office Initials Date
(List in routin order)
1.
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2. -----
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3.
4. ,....--
5. Executive Manager Board of County Commissioners =ilx:~ /63
IAN M\T~"'~c::::-LL
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending BCC approval Normally thc primary contact is thc person who created/prepared the executive
summary, Primary contact infonnation is ncedcd in the event onc of the addrcssces above necd to contact stafffor additional or missing information All original
documents needin the BCC Chainnan's si nature arc to be delivcrcd to thc BCC office onl after the BCe has acted to a rove the item)
Name of Primary Staff J \ Phone Number
Contact L vI.. LUCod X :;1.. &: (;;;
Agenda Date Item was Agenda Item Number I O. .J..
A roved b the BCC
Type of Document Number of Original ~
Attached Documents Attached
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is Yes N/ A (Not
a pro riate. (Initial) A licable)
L Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney, This includes signature pages from ordinances, JJ
resolutions, etc, signed by the County Attorney's Office and signature pages from
contracts, agreements, etc, that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials,)
2, All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
3. The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the final negotiated contract date whichever is a licable.
4. "Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are re uired.
5, In most cases (some contracts are an exception), the original document and this routing slip
should be provided to the Executive MgL in the BCC office within 24 hours of BCC 11 \ (((
approval. Some documents are time sensitive and require forwarding to Tallahassee within
a certain time frame or the BCC's actions are nullified. Be aware of your deadlines!
6, The document was approved by the BCC ont 2 (enter date) and all changes
made during the meeting have been incorporated in he attached document. The
Count Attorne 's Office has reviewed the chan es, if a licable.
] Forms/ County Fonns/ BCC Fonns/ Original Documents Routing Slip WWS Original 9,0304, Rcvised 1.26.05, Reviscd 2.24.05
101 4
MEMORANDUM
DATE: July 31, 2009
TO: Lyn Wood, Contract Specialist
Purchasing Department
FROM: Martha Vergara, Deputy Clerk
Minutes and Records Department
RE: Change Orders
Contractor: Municipal Software Corporation
Enclosed is an original contract, referenced above (Agenda Item #101)
approved by the Board of County Commissioners Tuesday, July 28, 2009.
The second original contract will be held in the Minutes and Records
Department with the Official Records of the Board.
If you should have any questions, you may contact me at 252-7240.
Thank you.
Enclosure
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CHANGE ORDER
CHANGE ORDER NO. S CONTRACT NO. 06-3962
Bec Date; 3/27/07
Agenda Item: 101
TO: Municipal Software CoJ1K>ration
4464 Markham Street. Suite 1108
Victoria. BC V8Z7X8
DATE: 7nlO9
PROJECT NAME: New Divisional Software System for CDES
Under our AGREEMENT dated March 27 . 2007.
You hereby are authorized and directed to make the following change(s) in accordance with terms and
conditions of the Agreement To increase the contract amount 5190.437.50. in order to increase the scope of the
work. and to complete the implementation oCthe software program.
FOR THE Deductive Sum of: One Hundred and Ninetv Thousand. Four Hundred and thirty seven dollars and
fifty cent $ 190.437.50 .
Original Agreement Amount $ 1.996~72.00
Sum of Previous Changes $ 198.094.00 --
This Change Order increases $ 190.437.50
Present Agreement Amount $ 2.384.803.50
The time for completion shall be (increase or decrease) by -0- calendar days due to this Change
Order. Accordingly, the Contract Time is now _N/A L--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 perfQl'Dled subject to aU 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 f'mal 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.
AcccpIed: ~ {l ~ ,l r , 200 <]
OWNER:
CONTRACTO :
Municipal Software Corporation
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY. FLORIDA
J !6Ixlj By. ~(Jf ~
/
By: i
Dennis Asbury. Executive Vice President Cheryl S er. Project Manager
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101 I- ;,
DIVISION ADMINISTRATOR
By:
CONTRACT SPECIALIST 1J
BY'~ m ~
Date, 4ti'3q\'Rfl Lyn. . Wood
A TrE$T: " COMMISSIONERS OF
LORIDA !
,
BY: ~,~
Donna Fiala, Chairman
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Print Name: ~€.FF vJ r< \6. +fT
Assistant County Attorney
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Mun},S!R~~ Project Change Order
I PROJECT: Collier County (12296)
SECTION A: CHANGE REQUEST DESCRIPTION
Request Dote: 08/21/2008 Change #: 12 Provide additional business analysis
Revised on Oct 2, services and associated management
2008 and travel 8. expenses to assist Collier with
the re-analysis of the phase 2
.. configuration.
Requestor: Adonis Martinez (Collier Project Manager!
Created By: David 6. Gray
Description of the Requested Change:
,
Collier County requested additional omite and offsite analysis to re-analyze the phase 2 (planning)
configuration including activity maps, business rules, roles. look-ups and associated data collection
(homework). This request required 12 days onsite (88 hours) for Travis Snoderly and 86 hours of offsite
work by Chris Mack: and Debs Verhille. There are also some additional charges of 20 hours for project
management oversight and coordination. This chanQe order is for re-analysis only and does not
include any Qut-of-scooe confiauration items or any efforts associated with the reconfiguration of
ohase 11. Payment is due uoon receiot of Invoice.
Reason for Change:
The planning department at Collier decided to re-engineer some of their business processes prior to
-automation which required the collection of new configuration information and required 12 days of
proctored sessions to facilitate.
. I
SECTION B: IMPACT ASSESSMENT (Estimated Impact to budget. work effort and schedule)
There is a scheduling Impact for this change order to the go-live dates for phase II and phase III. The
dotes for go-live associated activities such as validation, user acceptance testing and end user
training ore also Impacted accordingly.
Total Cost .$29.100 Estimated Revised Completion Date
(Phase 2):
SECTION C: CLIENT PROJECT MANAGEMENT APPRQVAt'
Comments By: I I Date: I
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Print Name 51 9 nature Date
Client Project Manager: Adonis Martinez \.f\) \L('l2. JQ~
MSC PfoJect Manager: Richard Puckett v
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M un~,9!R~l Project Change Order
PROJECT: Collier County [I 2296}
SECTION A: CHANGE REQUEST DESCRIPTION
Request Date: rH/05/2008 Change #: 14 Reconfigure CltyView using the newty
Revised on Oct 2. coHected analysIs for Phase 2 (Change
2008 Order 12).
Requestor: Adonis Martinez (Coiner Project Manager)
Created By: David B. Gray
Description of the Requested Change:
Collier County requested the reconf1guration of CltyView's planning modules after the business
analysis was re-worked at Collier's request (Change Order 12). This change order only reflects
configurafion/cusfomizotion that must be reconfigured after the second analysis effort from change
order 12. and is made up of 214.25 hours for Prebuilt configuration. 43 hours of associated QA and 68
hours of Project Management. all at ) 5O$/hr.
No validation training will be required within the scope of services. In addition. no provision for travel
on-site has been mode.
Furthermore. It Is understood that the 68 hours allocated to Project Management is a maximum
amount not to be exceeded. which Municipal Software must document In detailed breakdowns by
week.
Reason for Change:
The planning deportment at Collier decided to re-englneer some of their business processes prior to
automation which required the collection of new configuration information and required 12 days of
proctored sessions to facilitate the collection.
SECnON B: IMPACT ASSESSMENT (EstImated Impact to bud~et, work effort and Ichedule)
There is a scheduling impact for this change order to the go-live dates for phose II and phase III. The
dates for go-live associated activities such as validation. user acceptance testing and end user
. training ore also Impacted accordingly.
Total Estimated Cost $48.787.5 Estimated Revised Completion Date 1/26/09 (TBC)
(Phase 2):
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SECTION C: CLIENT PROJECT MANAGEMENT APPROVAL
Comments By:
PrInt Name
Client Project Manager: Adonis Martinez
MSC Project Manager: Richard Puckett
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Mun~.c~R~~ Project Change Order
PROJECT: Collier county f 12296}
SECTION A: CHANGE REQUEST DESCRtPTJON
Request Date: 1/21/2007 Change #: 18 Testing Review and Testing Assistance
(On-site)
Requestor: Adonis Martinez IColller Project Manager)
Created Iv: Richard Puckett (MSC Project Manager)
Descrtptfon of the aequested Chang_ :
40 hours X $) 50.00/hour = $6.000.00 for the week of Feb 2 - 6. 2009
Travel and Uving = $2.550.00
Realon for Change:
To assist Col6er County In performing Phase 2 Testing Review per Cotner County's request.
SECnON I: IMP'ACT ASSESSMENT (EstImated tmpact to bud;et. work effort and Schedule)
The overoll update project schedule for the CityVlew implementation will remain unchanged.
Totol Esflmated COl' 1$8.550.00 I EstImated COmpletion Date: I Feb 6. 2009
secnoN c: CUE NT PROJECT MANAGEMENT APPROVAL
Comments By: I I Date: I
Prln' Name Signature Date
Client Project Manager: Adonis Martinez ~ ~fe--G . 1-2z-CJ9
MSC Project Manager: Richard Puckett ( ~\~lA.... j) \..... ~ { - ;;'/-01
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Mun,l,~~R~~ Project Change Order
PROJECT: Collier County (12296)
SECTION A: CHANGE REQUEST DESCR,rrtON
Request Date: I 4-6-2009 I Change #:21 T Onsite Go-live Facilitation
Requestor: Gary Mullee (Collier Project Manager)
Created 8y: Richard Puckett (MSC Project Manager)
Dftcrtp"on of the Requelted Change:
Debs and Travis on site the week of go-Ilve (April 27)
40 hours each = 80 hr$ X $150.001 hour = $12.000.00
Travel and living for Travis = $ 1.525.00
Travel and Uvlng for Debs = $ 2.350.00
Total Change Order $15.875.00
Reason fOl Change:
Coiner has requested onsite phase II go-live support. Debs and Travis will be onsfte the week of April 27
- May 1. 2009.
SECTION 8: IMPACT ASSESSMENT
Schedule not effected
Total EstImated Cost $15,875.00 I Estfmated Complenon Date: 15-1-2009
SECTION C: CUENT PROJECT MANAGEMENT APPROVAL
Comments By; I Date: I
Print Name $lgnature Date
-
Ch. ~ lIT I
Client ProJect Manager. Gory Mutlee __~ fA. ,/,v' '1/ c, / 0 ct
MSC Project Manager. Richard Puckett ( If(:(" L _ . / ) r~i~ i..... ~ ..... " J
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101
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MunJg!R~~ Project Change Order
PROJECT: Collier County (122961
SECTION A: CHANGE REQUEST DESCRIPnON
Request Date: I 4-1 4-2009 I Change # :22 I Truncated Case Records Correction
Requestor: Adonis Martinez (Collier Project Manager)
Created By: Richard Puckett (MSC Project Manager)
Description of the Requested Change:
10 hours of Design. Correction Development. and QA by Chris Mock to correct the DTS conversion of
the truncated code case records
Reason for Change:
Collier hos requested correction to previously DTS converted case records
SECnON B: IMPACT ASSESSMENT
Schedule not effected
Total Estimated Cost $1,500.00 .\ Estimated Completion Date: I 5-1-2009
SECTION c: CLIeNT PROJECT MANAGEMENT APPROVAL
Comments By: \ I Date: I
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Print Name / Signature Dole
Client Project Manager: Adonis Martinez M\
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MSC Project Manager: Richord Puckett ~~I~~. 4-14-2009
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Mun]g!R~\. Project Change Order
PROJECT: Collier County (12296)
SECTION A: CHANGE REQUEST DESCRIPTION
Request Date: 4- 1 4-2009 Change # :23 FB#303 Dropdown list added to
Conditions
Requestor: Adonis Martinez (Collier Project Manager)
Created By: Richard Puckett (MSC Project Manager)
Description of the Requested Change:
6 hours of Design. Configuration/Development, and QA by Debs Verhille to incorporate FB 303 for go
live.
Reason lor Chan5Je:
i Based on phone discussion with Cheryl and Gary on 4-9-2009
SECTION B: IMPACT ASSESSMENT
Schedule not effected
Total Estimated Cost I $900.00 I EstImated Completion Date: 14-17-2009
SECTION C: CLIENT PROJECT MANAGEMENT APPROVAL
Comments By: I I Date: -,
Prlnl Name ( Signature Date
Client ProJect Manager. AdonIs Marllnez ~ITI'"
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MSC Projec;;1 Manager: Richard puckett ....-
7~~ t2.~ 4-14-2009
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Mun~~!R~\. Project Change Order
PROJECT: Collier County (12296)
SECTION A: CHANGE REQUEST DESCRIPTION
Request Date: I 6/11/2009 I Change #: 24 I Additional Admin Assistance (On-site'
Requestor: Gary Mullee (Collier Project Manager)
Created By: Richard Puckett (MSC Project Manager)
Description of the Requested Change:
40 hours X $150.00/hour = $6.000.00 for the week of June 22 - 26.2009
Travel and Living = $2.725.00
Reason for Change:
To provide additional Admin training per CoOier County's request.
SECnON B: IMPACT ASSESSMENT (Estimated Impact to budget. work .nort and schedule)
The overall update project schedule for the CityView Implementation will remain unchanged.
Total Estimated Cost $8.725.00 I Estimated Completion Date: I June 26, 2009
SECnON C: CLIENT PROJECT MANAGEMENT APPROVAL
Comments By: I I Dote: I
Print Name Signature Date
Ctlent Project Manager; Gory Mullee C-~~ 1(.,ll(l ,. hi h.j {! (.~...
'""'td.
MSC Project Manager: Richard PuckeH ~?~ 6-11-2009
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Project Change Order
PROJECT: CoBler County (1 Z/!J6)
SECTION k. CHANGE IEQum DESCRIPTION
Request 6/24/2009 Change Phose tn Out of Scope Development ond Project
Date: #: 25 Management (Permitting and Contractor Ucensing)
lequeltor: Gory MutIee (Coler Project Managerl
Created Iv: Richard Puckett (MSC PrOject Manager]
Descrtpllon 01 the Requested Change:
254 Oevelopment Hours X $125.00/hour = $31.750.00
50 Project Management Hours X $125.00/hour = $ 6.250.00
This doe~ not Include the ROW functionality - will be covered under a separate future change
order. (This must be addressed very quicldy to be available ot gcHive)
Reason for Change:
To provide needed functional modifications to support Phase III scope requirements.
.
SECTION I: IMPACT ASSESSMENT (EstImated Impact to budget, work eIIoft c:n:Ischedule)
The overa' update project schedule for the CltyView implementation wil remain unchanged.
Total Eslmated cost I $38.000.00 I EstImated Completion Date: I Go live
SECI'ION C: CUENT 'ROJECT MANAGEMENT APPROVAL
Comments By: I Oate: I
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PrInt Name SIgnature Date
Clem Projed Manager: GoryMutlee
SC Project Manager: Richard ,.~
Puckett -k~lt.....\<.1
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Project Change Order
PROJECT: Collier County (12296)
SECTION A: CHANGE REQUEST DESCRIPTION
Request Date: I 6/1812009 Change #: 26 Ongoing Admin Technical Support and Training
Requestor: Gary Mullee (Collier Project Manager)
Created By: Richard Puckett (MSC Project Managerl
Description of the Requested Change:
260 hours X $150.00/hour = $39,000,00 Invoices will be provided monthly for hours consumed.
Scheduling based on resource availability.
Reason for Change:
To provide Admin support and training assistance to help Cheryl through the change in project
manager transition per Collier County's request.
SECTION B: IMPACT ASSESSMENT (Esttmated Impact to budget, work effort and schedule)
The overall update project schedule for the CityView implementation will remain unchanged.
Total Estimated Cost I $39.000.00 I Estimated Completion Date: IN/A
SECTION C: CLIENT PROJECT MANAGEMENT APPROVAL
Comments By: I I Date: I
.
Print Name Signature Date
Client Project Manager: Gary Mullee
SC Project Manager: Richard Puckett K~?~ 6-22-2009
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