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2011-27575 Reso RESOLUTION NO 2011 -27575 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, AUTHORIZING A SOLE SOURCE UPGRADE TO THE CITY'S LASERFICHE RECORDS MANAGEMENT SYSTEM (RMS) TO LASERFICHE AVANTE ENTERPRISE CONTENT MANAGEMENT SYSTEM (ECM) FOR THE PLANNING DEPARTMENT AND CITYWIDE PURCHASES IN THE AMOUNT OF $26,139, SOFTWARE LICENSES AND PROFESSIONAL SERVICES IN THE AMOUNT OF $14,278, AND ANNUAL MAINTENANCE IN THE AMOUNT OF $30,029, PURSUANT TO SECTION 2- 367 (d) OF THE MIAMI BEACH CITY CODE, FROM R &S INTEGRATED PRODUCTS AND SERVICES, INC. ( " R &S "), THE SOLE SOURCE MANUFACTURER AND PROVIDER OF . DOCUMENT SHUTTLE PRO SOFTWARE, LASERFICHE SOFTWARE, AND INTEGRATION, TO DISPARATE SOFTWARE. SYSTEMS USING R &S AND LASERFICHE TECHNOLOGIES. WHEREAS, the City currently uses the Laserfiche Records Management System (RMS) which is provided and supported by R &S Integrated Products and Services, Inc.; and WHEREAS, since the Planning Department requires the integration to Laserfiche, the Information Technology Department is upgrading the City's Laserfiche application to an Enterprise licensing model and WHEREAS, the City system integration includes the Building Department's Project Docs system and the EDEN Financial system, which is only provided by R &S; and WHEREAS, R &S is \ manufacturer, "sole source ", and p rovider for Document Shuttle Pro software, Laserfiche software, and the integration described using R &S and Laserfiche technologies and as a result, R &S is the only vendor or manufacturer that can provide the described level of integration with Laserfiche through g Document Shuttle Pro, Laserfiche products, and support for Laserfiche; and product the integration of City systems with the roduct "Document . Shuttle ,, is wholly owned and only provided by R &S; and WHEREAS, as provided pursuant to Section 2- 367(d) of the Miami Beach City Code, the Administration has determined that R &S meets the requirements as the sole source manufacturer and provider of the upgrades, software licenses and professional services, and annual maintenance. I NOW, THEREFORE BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH FLORIDA, that the Mayor and the City Commission hereby authorize the Mayor and City Clerk to approve, pursuant to Section 2 -367 (d) of the Miami Beach City Code, the sole source upgrades, software licenses and professional services, and annual maintenance from R &S Integrated Products and Services, Inc. a , PASSED and ADOPTED this i of J 2411 Y i4177 At',� M' OR Matti Herrera Bower ATTEST: fr6A,t,t faA dik-u CITY CLERK Robert Parcher APPROVED AS TO FORM & LANGUAGE ECUTION 9 1 L ,... : Integrated Sole Source Reso.doc y D ' orne VI COMMISSION ITEM SUMMARY Condensed Title: • A Resolution the Mayor And City Commission Approving Pursuant To Section 2 -367 (d) Of The Miami Beach City Code, The Sole Source Upgrades; Software Licenses And Professional Services; And Annual Maintenance From R &S Integrated Products And Services, Inc. Key Intended Outcome Supported: Improve processes through information technology Issue: 1 Shall the Commission Adopt the Resolution? Item Summary /Recommendation: tc, The City currently uses the Laserfiche Records Management System. Laserfiche RMS is provided and supported by R &S Integrated Products and Services, Inc (R &S). City departments have been utilizing the product for document imaging over ten (10) years, and all of the City Clerk's Archive documents can be accessed online, which provides our constituents accessibility and transparency of City records. As the Planning Department requires the integration to Laserfiche, the Information Technology Department is upgrading the City's Laserfiche application to an Enterprise licensing model. This upgrade will include incorporating 14 new licenses for the Planning Department, an upgrade /migration from the current 18 Read/Write User Laserfiche license to a 75 Read/Write User licenses with 50 Web Portal Users. The User licenses can be utilized citywide. The implementation costs of new enterprise architecture upgrade and Planning department implementation is as follows: Planning Department Laserfiche Avante Document Imaging Implementation $20,991; R &S Laserfiche Avante Upgrade to 75 Read/Write Users and 50 Web Portal Users for $ 15,532; and R &S Professional Services, Laserfiche enterprise upgrade: $3,894.00 Over the years, the City has invested over $ 68,000 for the current licenses which have an annual maintenance cost of $27,000. The new 75 Read/Write license enterprise architecture and 50 Web Users annual maintenance fee of $ 30,029 which has a minimal incremental operating cost of $3,029 which is funded in the IT budget yearly maintenance operational costs. The new enterprise licensing and web portal software significantly enhances the City's mobile capabilities and increases departmental efficiency with increased read /write licenses. In addition, the vendor will provide Avante WebAcess Software for free a savings of $10,000 for the project. The mobile capabilities of Laserfiche Web Access will support BlackBerry, iPhone and other mobile devices. R &S is the manufacturer, `sole source', and provider for Document Shuttle Pro software, Laserfiche software, and the integration described using R &S and Laserfiche technologies. As a result, R &S is the only vendor or manufacturer that can provide described level of integration with Laserfiche through Document Shuttle Pro, Laserfiche products, and support the Laserfiche. The Administration recommends adopting the resolution. Advisory Board Recommendation: I N/A 1 Financial Information: Source of Amount Account Approved Funds: 1 $20,991 Planning Department Acct# 011.0520.000343 2 $17,570 IT and Communications Acct# 552.6889.000674 3 $ 1,856 IT Professional Services Acct #550.0630.000312 4 $30,029 IT Annual Operating Main Acct #550.0630.000325. 5 $13,688 IT and Communications Acct# 552.6889.061357 OBPI Total :, ; 4,134 Financial Im • act Sum 2 • City Clerk's Office Legi ¶; tive Tracking: Gus Lopez, Procurement l Sign -Offs: Dep nt Director Assistant City Manager City Manager GG PDW JMG T:\AGENDA + 1 19 -MRS Integrated Sole Source Summary.doc AGENDAITEM , 67 6- MIAMIB DATE PAIAM1 ` EAC City of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov COMMISSION MEMORANDUM TO: Mayor Matti Herrera Bower and Members of the City Commission FROM: Jorge M. Gonzalez, City Manager DATE: January 19, 2011 SUBJECT: A RESOLUTION OF THE MAYO AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, AUTHORIZING A SOLE SOURCE UPGRADE TO THE CITY'S LASERFICHE RECORDS MANAGEMENT SYSTEM (RMS) TO LASERFICHE AVANTE ENTERPRISE CONTENT MANAGEMENT SYSTEM (ECM) FOR THE PLANNING DEPARTMENT AND CITYWIDE PURCHASES IN THE AMOUNT OF $26,139, SOFTWARE LICENSES AND PROFESSIONAL SERVICES IN THE AMOUNT OF $14,278, AND ANNUAL MAINTENANCE IN THE AMOUNT OF $30,029, PURSUANT TO SECTION 2- 367 (d) OF THE MIAMI BEACH CITY CODE, FROM R &S INTEGRATED PRODUCTS AND SERVICES, INC. ( "R &S "), THE SOLE SOURCE MANUFACTURER AND PROVIDER OF DOCUMENT SHUTTLE PRO SOFTWARE, LASERFICHE SOFTWARE, AND INTEGRATION, TO DISPARATE SOFTWARE SYSTEMS USING R &S AND LASERFICHE TECHNOLOGIES. ADMINISTRATION RECOMMENDATION Adopt the resolution. BID AMOUNT AND FUNDING Planning Department Laserfiche Avante Document Imaging Implementation $20,991: Account # 011.0520.000343 R &S Laserfiche Avante EMC Software License Upgrade and Web Portal $15,532: IT and Communications Account #552.6889.000674 R &S Professional Services for Upgrade to Laserfiche 8.x Avante Solution: $3,894 $1,856: IT Professional Services Account # 550.0630.000312; $2,038 IT and Communications Account # 552.6889.000674 R &S Laserfiche Avante EMC Annual Maintenance: $ 30,029 IT Annual Operating Maintenance Account: 550.0630.000325 ($11,830.49 FY10/11 Using value credit for existing maintenance contract) IT Additional Items: IT and Communications Account $13,688: Account # 552.6889.061357 500 Gigs of SAN Space for Planning Files: $10,000 Virtual Server software License: $3,688 January 19, 2011 Commission Memorandum R &S Integrated Sole Source BACKGROUND The City of Miami Beach currently uses the Laserfiche Records Management System (RMS). The Laserfiche RMS is provided and supported by R &S Integrated Products and Services, Inc (R &S). City departments have been utilizing the product for document imaging over the past ten (10) years, and all of the City Clerk's Archive documents can be accessed online, which provides our constituents accessibility and transparency of City records. R &S is the only company that provides Document Shuttle (an exclusive R &S product) and can integrate with Laserfiche in a matter of hours or minutes. R &S uses Document Shuttle on all projects. R &S is the sole source for this product and established methods. ANALYSIS As the Planning Department requires the integration to Laserfiche, the Information Technology Department (IT) is upgrading the City's Laserfiche application to an Enterprise licensing model. This upgrade will include incorporating 14 new licenses for the Planning Department, and an upgrade /migration from the current 18 Read/Write User Laserfiche United 7.x ECM System to a 75 Read/Write User Avante 8.x ECM System and 50 Web Portal Users. The Read/Write User licenses can be utilized citywide. R &S is the regional Laserfiche vendor which has designed the integration of City systems with Laserfiche utilizing `Document Shuttle'. City system integration includes the Building Department's Project Docs system and the EDEN Financial system, which is only provided by R &S. R &S provides the most cost effective software maintenance for the mentioned products. R &S Document Shuttle is `middleware' and integrates Laserfiche with existing software solutions, databases, and data sets. Document Shuttle is used to process from existing systems to automatically create folders /subfolders, name documents, and populate the template (search fields, etc.) for the particular record type inside the Laserfiche ECM system. The current version for Document Shuttle is 8.1. The product R &S Document Shuttle is over 14 years old, very mature, and has numerous features R &S is the manufacturer, `sole source', and provider for Document Shuttle Pro software, Laserfiche software, and the integration described using R &S and Laserfiche technologies. As a result, R &S is the only vendor or manufacturer that can provide described level of integration with Laserfiche through Document Shuttle Pro, Laserfiche products, and support the Laserfiche. The integration of City systems with the product `Document Shuttle' is wholly owned and only provided by R &S. (see attached sole source letter). Document Shuttle is used by the Finance Department, the Building Department, and will be used in Planning Department upon completion of implementation. January 19, 2011 Commission Memorandum R &S Integrated Sole Source The implementation and cost of the proposed upgrade are as follows: • Planning Department Laserfiche Avante Document Imaging Implementation $20,991. • R &S Laserfiche Avante Upgrade to 75 Read Write Users and 50 Web Portal Users for only $ 15,532 (With Laserfiche Promotion the 75 User Configuration, the City saves $10,000) funded from the IT Technology and Communications Fund. • R &S Professional Services, Laserfiche 8.x Avante Solution: $3,894.00 funded from the IT Technology and Communications Fund and IT Professional Services Fund. Over the years, the City has invested over $ 68,000 for the current licenses which have an annual maintenance cost of $27,000. The new 75 Read/Write license enterprise architecture and 50 Web Users annual maintenance fee of $ 30,029 which has a minimal incremental operating cost of $3,029 which is funded in the IT budget yearly maintenance operational costs. The new enterprise licensing and web portal software significantly enhances the City's mobile capabilities and increases departmental efficiency with increased read /write licenses. In addition, the vendor will provide the following the software and services at no cost to the City: • Avante WebAcess Software is free — Savings of $10,000 for project. The mobile capabilities of Laserfiche Web Access will support for BlackBerry, iPhone and other mobile devices, Web Access gives users anytime /anywhere access to the Laserfiche repository and centralizes resource and data management for the system administrators. • Laserfiche Certified Professional Program - for every five (5) Avante user licenses purchased, the City gets one (1) free CPP Course; Laserfiche has seven (7) different programs of certification. CONCLUSION The Administration recommends that the Mayor and City Commission adopt the attached resolution approving pursuant to Section 2 -367 (d) of the Miami Beach City Code, the sole source upgrades; software licenses and professional services; and annual maintenance from R &S Integrated Products and Services, Inc. T:\AGENDAl2011•1- 19- 11\R &S Integrated Sole Source Memo.doc R&S Integrated rte, c. ro u an ervices n s � � ' `!tA`Tj s t¢ a .. d. , , o o � • 3816 Industry Biv ► rn a t , t a_o P Lakeland, FL 33811 _ Y , a 863.709 .8044 ,::�� 1as riehe ' oa WWW.r I sis.com .T . ' Gladys Gonzalez IT Director City of Miami 1755 Meridian Ave, 4th Floor Miami Beach, FL 33139 December 22, 2010 To whom it may concern, R &S Integrated Products and Services, Inc. developed and currently manufactures the software product 'Document Shuttle Pro'. Version 1.X was developed in 1996; the current version is 8.1.2. Document Shuttle is used to integrate existing data sources, databases, and software systems with Laserfiche Records Management software. Through R &S Document Shuttle, the integration provides ease of setup and 'quick to roll -out for production'. With R &S Document Shuttle Pro multiple integrations can be accomplished with Laserfiche through a single product (R &S Document Shuttle Pro). Through Document Shuttle Pro, R &S can support the existing Laserfiche ECM at an 'enterprise level', integrate Laserfiche with disparate software systems in use today and integrate the Laserfiche ECM (Enterprise Content Management) with other department data sets and /or solutions. R &S is the manufacturer, `sole source', and provider for Document Shuttle Pro software, Laserfiche software, and the integration described using R &S and Laserfiche technologies. As a result, R &S is the only vendor or manufacturer that can provide described level of integration with Laserfiche through Document Shuttle Pro, Laserfiche products, and support the Laserfiche integrations through Laserfiche and Document Shuttle Pro Regards, Robert Porter President /CEO R &S Integrated