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2014-28509 Reso RESOLUTION NO. 2014-28509 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER PERTAINING TO THE RANKING OF FIRMS, PURSUANT TO REQUEST FOR PROPOSALS (RFP) NO. 2014-0019 FOR AN ELECTRONIC AGENDA SYSTEM; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH THE TOP RANKED PROPOSER, NOVUSOLUTIONS; AND SHOULD THE ADMINISTRATION NOT BE SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH THE TOP-RANKED PROPOSER, AUTHORIZING NEGOTIATIONS WITH THE SECOND-RANKED PROPOSER, PROVOX SYSTEMS, INC.; AND SHOULD THE ADMINISTRATION NOT BE SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH THE SECOND- RANKED PROPOSER, AUTHORIZING NEGOTIATIONS WITH THE THIRD- RANKED PROPOSER, CARAHSOFT TECHNOLOGY CORPORATION; AND SHOULD THE ADMINISTRATION NOT BE SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH THE THIRD-RANKED PROPOSER, AUTHORIZING NEGOTIATIONS WITH THE FOURTH-RANKED PROPOSER, GRANICUS, INC.; AND FURTHER AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AGREEMENTS UPON COMPLETION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION WHEREAS, on September 11, 2013, the Mayor and City Commission approved the issuance of Request for Proposals (RFP) No. 2014-001 for an Electronic Agenda System; and WHEREAS, the solicitation was advertised on October 31, 2013 with a deadline of December 17, 2013, and notices were released to prospective proposers, resulting in the receipt of five (5) proposals; and WHEREAS, On January 7, 2014, the City Manager via Letter to Commission (LTC) No. 10-2014 appointed an Evaluation Committee (the "Committee") for the purpose of evaluating the proposals received; and the Committee convened on February 20, 2014 to evaluate the proposals in accordance with the criteria established in the RFP; and WHEREAS, the following ranking based on the overall Committee scoring was presented to the Manager for his due diligence and recommendation: (1) Novusolutions, (2) Provox Systems, Inc. (3) Carahsoft Technology Corporation, (4) Granicus, Inc.; and WHEREAS, after considering the review of the recommendation of City staff, the City Manager exercised his due diligence and is recommending that the Mayor and City Commission enter into negotiations the top ranked proposer, Novusolutions; and should the Administration not be successful in negotiating an agreement with the top-ranked proposer, authorizing negotiations with the second-ranked proposer, Provox Systems, Inc.; and should the Administration not be successful in negotiating an agreement with the second-ranked proposer, authorizing negotiations with the third-ranked proposer, Carahsoft Technology Corporation; and should the Administration not be successful in negotiating an agreement with the third-ranked proposer, authorizing negotiations with the fourth-ranked proposer, Granicus, Inc.; and further authorizing the Mayor and City Clerk to execute agreements upon completion of successful negotiations b the Administration. 9 Y NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby accept the recommendation of the City Manager pertaining to the ranking of proposals, pursuant to request for proposals (RFP) No. 2014-001 for an Electronic Agenda System; authorizing the Administration to enter into negotiations with the top ranked proposer, Novusolutions; and should the Administration not be successful in negotiating an agreement with the top-ranked proposer, authorizing negotiations with the second-ranked proposer, Provox Systems, Inc.; and should the Administration not be successful in negotiating an agreement with the second-ranked proposer, authorizing negotiations with the third-ranked proposer, Carahsoft Technology Corporation; and should the Administration not be successful in negotiating an agreement with the third-ranked proposer, authorizing negotiations with the fourth-ranked proposer, Granicus, Inc.; and further authorizing the Mayor and City Clerk to execute agreements upon completion of successful negotiations by the Administration. PASSED AND ADOPTED this day of MOrCA 2014. ATTEST: Rafael Granad y, derlr°�� dt � v� Philip Levine, M `r -A INCOR° ORATED r' T:\AGENDA\2014\Marc Rr�ocRr6 n,,1_F-M:,1 #2 4=0'01 Electronic Agenda System-Resolution.doc I APPROVED AS TO FORM &LANGUAGE &'FOR EXECUTION a City Atto Date COMMISSION ITEM SUMMARY Condensed Title: A Resolution Of The Mayor And City Commission Of The City Of Miami Beach, Florida,Accepting The Recommendation Of The City Manager Pertaining To The Ranking Of Proposals, Pursuant To Request For Proposals RFP No. 2014-001, For An Electronic Agenda System. Key Intended Outcome Supported: Improve Process Through Information Technology; Promote Transparency of City Operations Supporting Data(Surveys, Environmental Scan, etc.:) N/A Item Summary/Recommendation: On September 11, 2013, the Mayor and City Commission approved the issuance of Request for Proposals(RFP)No. 2014-001 for an Electronic Agenda System.The RFP was issued on October 31, 2013,with an opening date of December 17,2013.The solicitation was advertised and notices were released to prospective proposers. The RFP resulted in proposals from the following five(5) firms: Carasoft Technology Corporation; CommLINK, LLC; Granicus, Inc.; Novusolutions; and Provox Systems, Inc. On January 7, 2014, the City Manager via Letter to Commission(LTC)No. 10-2014 appointed an Evaluation Committee (the "Committee"). The Committee convened on February 20, 2014, to consider proposals received and interview the proposers. After review of proposals and presentations by proposers,the proposals were evaluated in accordance with the criteria set forth in the RFP. RECOMMENDATION In accordance with the evaluation process outlined in the RFP and the due diligence review by the City Manager, the Administration recommends that the Mayor and City Commission of the City of Miami Beach, Florida accept the recommendation of the City Manager pertaining to the ranking of proposals, pursuant to RFP 2014-001 for an Electronic Agenda System; authorizing the Administration to enter into negotiations with top-ranked proposer, Novusolutions; and should the Administration not be successful in negotiating an agreement with the top-ranked proposer, authorizing negotiations with the second-ranked proposer, Provox Systems, Inc.; and should the Administration not be successful in negotiating an agreement with the second-ranked proposer, authorizing negotiations with the third-ranked proposer, Carahsoft Technology Corporation; and should the Administration not be successful in negotiating an agreement with the third-ranked proposer, authorizing negotiations with the fourth-ranked proposer, Granicus, Inc.; and further authorizing the Mayor and City Clerk to execute agreements upon completion of successful negotiations by the Administration. ADOPT THE RESOLUTION Advisory Board Recommendation: Financial Information: Source of Amount Account Funds: 1 $17,300 552-6161-000679 OBPI Total Financial Impact Summary: City Clerk's Office Legislative Tracking: Alex Denis, Extension 6641 Sign-Offs: De ent Dire o Assistant qty Manager City ta2ager AD REG KGQ)M JLM T:\AGEND M 14\March\Procurement\RFP 2014-001 Electronic A enda System-Summary.doc MIAMIE56EACH AGENDA STEM C ' DATE '.��6 MIAMI BEACH City of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov COMMISSION MEMORANDUM TO: Mayor Philip Levine and Members ck the Cit Commission FROM: Jimmy L. Morales, City Manager DATE: March 5, 2014 SUBJECT:A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER PURSUANT TO REQUEST FOR PROPOSALS (RFP) NO. 2014001, FOR AN ELECTRONIC AGENDA SYSTEM. ADMINISTRATION RECOMMENDATION Adopt the Resolution. KEY INTENDED OUTCOME SUPPORTED Improve process through Information Technology; promote transparency of City operations. FUNDING The cost associated with the acquisition of an electronic agenda system is $51,350 over a five (5) year period. Funding in the amount of $17,300 for the first year investment is allocated in Account 552-6161-000679. Additional funding required for subsequent year renewals, or due to increased need of services, will be subject to the review and approval of the Office of Budget and Performance Improvement(OBPI). BACKGROUND Currently, agenda items are prepared in M.S. Word, and are routed in paper form from the initial preparer, to the Department/Division Director, to the appropriate Assistant City Manager, and finally to the City Manager for his approval. Any edits required to a document oftentimes requires the rerouting of the document back to its originator, creating inefficiencies and delaying the agenda preparation process. Once the Office of the City Clerk receives all the signed agenda items, the Agenda Coordinator and the City Clerk prepare the Agenda Packet consisting of the agenda, staff reports, and associated attachments. The Office of the City Clerk utilizes MS Word to produce the agenda. The Agenda Packet is scanned in order to convert it into Portable Document Format (PDF); the PDF Agenda Packet is then processed through Optical Character Recognition (OCR) software to convert the PDF file into editable and searchable data. The Agenda Packet in PDF/OCR format is published on -the City Clerk's webpage for access by citizens. The proposed Automated Agenda Management software will provide an automated workflow to prepare, track, modify and monitor the progress of individual items for a specific agenda date. After review by appropriate persons, the system will allow for easy assembly of the documents into a single cohesive Agenda Packet for publication. The system will provide the ability to easily audit individual items to determine the modifications made by reviewers to the original document, and provide flags for items that have not been reviewed in the process. Commission Memorandum—RFP#2014-001 Electronic Agenda System March 5, 2014 Page 2 Integration with the City's existing Microsoft Exchange e-mail system will allow for notification e-mails at specific milestones in the processing of items. While the primary objective is to automate the City Commission agenda preparation and management process, the City may explore the system's ability to provide for paperless distribution of Agenda Packets, paperless meetings, and to support other legislative bodies, such as the Commission Committees. This software will allow the City to save time and money by automating the paper-intense agenda process, while facilitating communication between the City Departments, the City Manager's Office and the Office of the City Clerk. It is anticipated that the Automated Agenda Management Software will streamline the agenda building process and provide the capability of easily posting the agenda, with attachment, to the City's web page to provide citizens the ability to view all documents being provided to the City Commission. The following benefits are expected if the City Commission approves the move to an Automated Agenda Management Software: 1. Improve Internal Controls — The software will provide the ability to easily audit individual items to determine the modifications made by reviewers to the original document, and provide flags for items that have not been reviewed in the process. 2. Improve Speed of Business Processes — The software will eliminate manual workflows; create and manage items for agendas in one system; and automate agenda item approvals with electronic approval processes. 3. Simplify Agenda Creation — The software will automatically compile files and supporting materials for upcoming meetings, and organize, store and retrieve electronic documents, which can easily be uploaded to the City Clerk's webpage for access by citizens. 4. Improve Customer Service — The software will track legislation and generate historical reports for staff, citizens and the City Commission. RFP PROCESS On September 11, 2013, the Mayor and City Commission approved the issuance of Request for Proposals (RFP) No. 2014-001 for an Electronic Agenda System. The RFP was issued on October 31, 2013, with an opening date of December 17, 2013. The solicitation was advertised and notices were released to prospective proposers. The RFP resulted in proposals from the following five (5)firms: 1. Carahsoft Technology Corporation 2. CommLINK, LLC 3. Granicus, Inc. 4. Novusolutions 5. Provox Systems, Inc. CommLINK, Inc. was deemed non-responsive due to failure to sumbit documentation required by the RFP. Commission Memorandum—RFP#2014-001 Electronic Agenda System March 5, 2014 Page 3 On January 7, 2014, the City Manager via Letter to Commission (LTC) No. 10-2014 appointed an Evaluation Committee (the "Committee") consisting of the following individuals: • Sandra Novoa, Town Clerk, Town of Surfside • Frank Kruszewski, Resident • Carmen Sanchez, Deputy Planning Director, City of Miami Beach • Marcia Monserrat, City Manager's Office, City of Miami Beach • Rafael Granado, City Clerk, City of Miami Beach • Bob Biles, Applications Manager, IT Department, City of Miami Beach Alternates: • Conchita Alvarez, Town Clerk, Village of Key Biscayne • Ken Bereski, Resident and Leadership Academy graduate • Oscar Santiesteban, IT Department, City of Miami Beach Oscar Santiesteban replaced Bob Biles for the IT Department; Frank Kruszewski was unable to attend and an alternate could not be scheduled due to short notice. The Evaluation Committee (the "Committee") convened on February 20, 2014, to consider proposals received and interview the proposers. The Committee was provided with information relative to the City's Cone of Silence and Government in the Sunshine law, general information on the scope of services, reference responses, and additional pertinent information from all responsive proposers. After proposer's presentations and interviews, the Committee discussed the proposers' qualifications, experience, and competence, and further scored the proposers accordingly. The Committee was instructed to score each proposal pursuant to the Step 1 evaluation established in the RFP. Step Points Proposer Experience and Qualifications, including Financial 20 Capability Scope of Services Proposed 40 Approach and Methodology 20 TOTAL AVAILABLE ° POINTS i Following the results of Step 1 Evaluation Qualitative criteria, the Department of Procurement Management added the Step 2 quantitative criteria in accordance with the formula established in the RFP. Additional points, over the aforementioned potential points were to be allocated, if applicable and in accordance to the following ordinances. LOCAL PREFERENCE: The City, through the Procurement Division, will assign an additional five-(5) points to Proposers which are a Miami Beach-based vendor as defined in the City's Local Preference Ordinance. Please note that no proposer was eligible for local's preference. Commission Memorandum—RFP#2014001 Electronic Agenda System March 5, 2014 Page 4 VETERANS PREFERENCE: The City, through the Procurement Division, will assign an additional five (5) points to Proposers which are a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise, as defined in the City's Veterans Preference Ordinance. Please note that no proposer was eligible for Veteran's preference. Cost Proposal 20 Local and Veterans Preference Miami Beach-Based Vendor 5 Veterans and State-Certified Service-Disabled Veteran 5 Business Enterprises OTAL AVAILABLE s POINTS 1 After combining Step 1 and 2 of the Evaluation process, the final rankings are as follows: Rafael Marcia Carmen Sandra Oscar Low Granado Monserrat Sanchez Novoa Santiesteban Aggregate Totals Carahsoft Technology Corporation (61)3 (85)2 (56)3 (69)3 (79)3 (14)3 Granicus, Inc. (45)4 (55)4 (40)4 (42)4 (76)4 (20)4 Novusolutions (88) 1 (93) 1 (91) 1 (91) 1 (93) 1 (5) 1 Provox Systems, Inc. (69)2 (79)3 (57)2 (75)2 (84)2 (11)2 A detailed tabulation showing the rates of each proposer is included in Appendix A. In determining responsiveness and responsibility of the firms, the Department of Procurement Management verified compliance with the minimum requirements established in the RFP, financial capacity as contained in the Dun & Bradstreet Supplier Qualifier Report, and past performance through client references submitted by each bidder. Novusolutions has been in business since 2000. Their offices are located in Tampa and Weston, Florida. They serve the Government and Education markets with software products designed to increase effectiveness in various areas. Novusolutions customers include the cities of North Miami Beach, Plantation, Orlando, and Daytona Beach among others. Provox Systems, Inc. is a Texas based manufacturer and solution provider with over 22 years of experience in Agenda Meeting Management solutions for municipalities, organizations, education and health customers, including Otero County in New Mexico, Putnam County in Georgia, and City of Lowell in Massachusetts among others. Carahsoft Technology Corporation has been in business for nine (9) years. It was founded to assist government public sector Officials improve how the public sector collaborates with their stakeholders. Their customers include City of Ocala, Okeechobee County, and City of Brookhaven in Georgia among others. i Commission Memorandum—RFP#2014-001 Electronic Agenda System March 5, 2014 Page 5 Granicus, Inc. was founded on 1999 and is headquartered in San Francisco. Granicus provides turnkey solutions to enable governments to work more efficiently, encourage citizen participation and engagement, and increase government transparency and trust. Clients include the cities of Fort Lauderdale, Doral, and Coral Gables, and the Village of Wellingon among others. MANAGER'S DUE DILIGENCE In accordance with the ranking results pursuant to the evaluation process outlined herein and the due diligence review by the City Manager, the Administration recommends that the Mayor and City Commission of the City of Miami Beach, Florida accept the recommendation of the City Manager pertaining to the ranking of proposals, pursuant to RFP 2014-001 for an Electronic Agenda System, as outlined in the Recommendation section below. RECOMMENDATION The Administration recommends that the Mayor and City Commission of the City of Miami Beach, Florida accept the recommendation of the City Manager pertaining to the ranking of proposals, pursuant to request for proposals (RFP) No. 2014-001 for an Electronic Agenda System; authorizing the Administration to enter into negotiations with the top ranked proposer, Novusolutions; and should the Administration not be successful in negotiating an agreement with the top-ranked proposer, authorizing negotiations with the second-ranked proposer, Provox Systems, Inc.; and should the Administration not be successful in negotiating an agreement with the second-ranked proposer, authorizing negotiations with the third-ranked proposer, Carahsoft Technology Corporation; and should the Administration not be successful in negotiating an agreement with the third-ranked proposer, authorizing negotiations with the fourth-ranked proposer, Granicus, Inc.; and further authorizing the Mayor and City Clerk to exe a agreements upon completion of successful negotiations by the Administration. 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