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HomeMy WebLinkAboutContract 48331 CITY SECRETARY CONTRACT NO. DIR CONTRACT No. DIR-TSO-2539 SOFTWARE PRODUCTS AND FIRST-YEAR TECHNICAL SUPPORT ORDERING DOCUMENT Oracle America, Inc. 500 Oracle Parkway Redwood Shores, CA 94065 Your Name City of Fort Worth Your Contact Steve Streiffert Your Location 1000 Throckmorton Street Phone Number (817)392-2221 Arlington, TX 76002 Email Address steve.streiffert@fortworthtexas.gov Programs and Program-Related Service Offerings Product Description/License Type Quantity Net Fee Oracle Hyperion Public Sector Planning and Budgeting-Application 225 55,109.30 User Perpetual Software Update License&Support 12,124.05 Oracle Hyperion Financial Data Quality Management,Enterprise 25 1,836.98 Edition Adapter Suite-Application User Perpetual Software Update License&Support 404.13 Oracle Hyperion Financial Data Quality Management,Enterprise 25 8,878.72 Edition-Application User Perpetual Software Update License&Support 1,953.32 Program and 80,306.50 Program-Related Service Offerings Fees Fee Description Net Fee Program Fees 65,825.00 Program-Related Service Offerings Fees 14,481.50 Total Fees 80,306.50 A.Agreement 1.Agreement This order incorporates by reference the terms of the Contracts for Products and Related Services between the State of Texas acting by and through the Department of Information Resources("DIR")and Oracle America, Inc. ("Oracle"), effective 25-APR-2014(DIR Contract No. DIR-TSO-2539; Oracle Contract No. US-GMA-225288)and all amendments and addenda thereto("agreement').The defined terms in the agreement shall have the same meaning in this order unless otherwise specified herein. B. General Terms 1.Summary of Fees You have ordered programs, hardware, and/or 12 months of technical support services. Listed above is a summary of net fees due under this order.These fees are in US Dollars and are exclusive of any applicable shipping charges or applicable taxes.All fees are due in accordance with Appendix A,Section 8.J of the agreement. 6181785 Issued by Oracle America,Inc.21-OCT-2016 Page 1 of 2 2.Territory a.The program licenses included on this order are for use in the U.S. 3.Delivery a. Your purchase order must include the following delivery information: Delivery Contact (Name, email address and telephone number) and Delivery Location(your name,full street address,city and zip code). b. Oracle has made available to you the ordered programs for electronic download in accordance with the terms of section A of Appendix F of the agreement. c. Oracle will deliver to the location specified on your purchase order tangible media for the ordered programs in accordance with the terms of the agreement which are DDP. 4.Segmentation The purchase of(a)hardware and/or related hardware support,(b)programs and/or related technical support,or(c)other services are all separate offers and separate from any other order for(i) hardware and/or related hardware support, (ii)programs and/or related technical support, or(iii)other services you may receive or have received from Oracle. You understand that you may purchase(x)hardware and/or related hardware support,(y)programs and/or related technical support, or (z) other services independently of any other product or service. Your obligation to pay for (i) hardware and/or related hardware support is not contingent on performance of any other service or delivery of programs, (ii) programs and/or related technical support is not contingent on delivery of hardware or performance of any other service, or (iii) other services is not contingent on delivery of hardware, delivery of programs or performance of any additional/other service. 5.Offer Validity The offer is valid through 23-NOV-2016 and shall become binding as provided for in the agreement. As required in the agreement,your purchase order must be submitted with this ordering document and your purchase order must incorporate by reference this ordering dFOFFICIAL which is identified by the number listed in the lower left hand corner of the page. C.Additional Order Terms RECORD Y SECRETARY 1. Linking Language WORTH, TX You acknowledge and agree that the terms and conditions of this order are contingent upon the simultaneous executi =order(s)with the foote s) CPQ-138219 between the parties. If the parties do not simultaneously execute the above referenced order(s)with this order,this order shall be deeme to have no legal effect,even if executed. Your signature, printed name,title and signature date in the signature block below are the only handwritten changes to this order that will be accepted.Other changes to this order,handwritten or otherwise,will render this order null and void,unless such changes have been specificall agreed to by both parties in writing. City of Fort Worth Oracle America,Inc. C�,c.'srela,flota.[es Authorized Signature Authorized Signature chn-1,PA—ks(0,121,2m6) Name 3 A 141anis Name Christela Morales Title Assistant City KW=gexritle License Manager,Shared Service Center Signature Date (0 I afl y0 o Signature Date 21-October-2016 t Effective Date (to be completed by Oracle) AtWsW APPRO-tni)As 0 FOM AND LEGALITY C. ° �— dL ay r, Cid' �► II��r Asststantz^11yoxl / _ J °do �sanao GOTitlCact 8kuthor i zation Issued by Ot f� a c.2 - 2016 Oe2 of 2 Date City h, Texas Mayor and Council Communication COUNCIL ACTION: Approved on 10/25/2016 DATE: Tuesday, October 25, 2016 REFERENCE NO.: **P-11959 LOG NAME: 13P16-0461 ORACLE BUDGET SB ITS SUBJECT: Authorize Purchase Agreement with Oracle America, Inc., for Annual Licensing, Maintenance, and Support for Oracle Software and Services for the Information Technology Solutions Department, Using a Cooperative Contract in the Total Amount Up to $181,107.00 for the First Year (ALL COUNCIL DISTRICTS) RECOMMENDATION: It is recommended that the City Council authorize a Purchase Agreement with Oracle America, Inc., for annual licensing, maintenance, and support for Oracle software and services for the Information Technology Solutions Department, using the State of Texas Department of Information Resources Cooperative Contract No. DIR-TSO-2539 in the total amount up to $181,107.00 for the first year. DISCUSSION: The Performance and Budget Department has initiated a project to improve budget planning and reporting capabilities. This project will build on and expand the City's Enterprise Resource Planning (ERP) system by providing software capabilities designed for public sector. The new system will integrate with the City's Oracle PeopleSoft financial and human capital management systems. It will replace the current Budget Reporting and Analysis Support System (BRASS) and Capital Improvement Program (CIP) system. Authorization of this purchase will provide for the licensing, maintenance, and support necessary for the software to accomplish this objective. The first year of the Agreement includes the initial purchase and installation of the solution in the amount up to $65,825.00. The annual amount for licenses and maintenance is approximately $115,264.00. PRICING ANALYSIS - Pricing has been reviewed and compared with alternative cooperative contract sources. Staff reviewed the pricing and found the pricing to be fair and reasonable. COOPERATIVE PURCHASE - State law provides that a local government purchasing an item under a Cooperative Purchasing Agreement satisfies state laws requiring that the local government seek competitive bids for purchase of the item. The State of Texas Department of Information Resources (DIR) Cooperative Contracts have been competitively bid to increase and simplify the purchasing power of government entities across the State of Texas. M/WBE OFFICE -A waiver of the goal for MBE/SBE subcontracting requirements was requested by the Purchasing Division and approved by the M/WBE Office, in accordance with the BIDE Ordinance, because the purchase of goods or services is from sources where subcontracting or supplier opportunities are negligible. ADMINISTRATIVE INCREASE -An administrative increase or change order for this Agreement may be Logname: 13P16-0461 ORACLE BUDGET SB ITS Page 1 of 2 made by the City Manager in the amount up to $45,276.00 and does not require specific City Council approval as long as sufficient funds have been appropriated. AGREEMENT TERMS - Upon City Council approval, this Agreement shall begin upon execution and expire on April 25, 2018 to coincide with the expiration dates of the DIR Contract. This approval automatically extends the renewal or replacement of the State of Texas DIR Cooperative Contract No. DIR-TSO-2539. RENEWAL OPTIONS - This Agreement may be renewed for two additional one-year terms at the City's option. This action does not require specific City Council approval provided that City Council has appropriated sufficient funds to satisfy the City's obligations during the renewal terms. FISCAL INFORMATION /CERTIFICATION: The Director of Finance certifies that upon approval of the recommendation, funds are available within the existing appropriations of the Enterprise Resource Planning Programmable Project in the Information Technology Solutions Department for these expenditures and that prior to an expenditure being made, the Information Technology Solutions Department has the responsibility to validate the availability of funds. BQN\16/0461\SB FUND IDENTIFIERS (FIDs): TO Fund Department ccoun Project Program ctivity Budget Reference # moun ID ID Year (Chartfield 2) FROM Fund Department ccoun Project Program ctivity Budget Reference # moun ID ID Year (Chartfield 2) CERTIFICATIONS: Submitted for City Manager's Office bv: Susan Alanis (8180) Originating Department Head: Aaron Bovos (8517) Sheila Baker (8356) Additional Information Contact: Jack Dale (8357) ATTACHMENTS 1. 16-0461 Signed Waiver.pdf (CFW Internal) 2. DIR-TSO-2539 Contract Detail.pdf (CFW Internal) 3. EPLS ORACLE AMERICA INC 2016.pdf (CFW Internal) 4. Oracle 1295.pdf (Public) 5. REQ INFSS 16 364801.pdf (CFW Internal) Logname: 13P16-0461 ORACLE BUDGET SB ITS Page 2 of 2 CERTIFICATE OF INTERESTED PARTIES FORM ZZ9rJ 101`1 Complete Nos.1-4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos.1,2,3,5,and 6 if there are no interested parties. CERTIFICATION OF FILING 1 Name of business entity filing form,and the city,state and country of the business entity's place Certificate Number: of business. 2016-124354 Oracle America, Inc. Redwood Shores, CA United States Date Filed: 2 Name of governmental entity or state agency that is a party to the contract for which the form is 10/14/2016 being filed. City of Fort Worth, Texas Date Acknowl dged: // 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract,and provide a description of the services,goods,or other property to be provided under the contract. 16-0461 Oracle Software Nature of interest 4 Name of Interested Party City,State,Country(place of business) (check applicable) Controlling I Intermediary Safra A Catz(Director) 500 Oracle Parkway, X Redwood Shores,CA Dorian Daley(Director) 500 Oracle Parkway, X Redwood Shores, CA Check only if there is NO Interested Party. ❑ 6 AFFIDAVIT I 1swear, affirm,under penal of perjury,that the above disclosure is true and correct. JANET ANNETTE MELTON NOTARY PUBLIC REGISTRATION N 7273046 COMMONWEALTH OF VIRGINIA MY COMMISSION EXPIRES JULY 31, 2017 Signature of authorize gent of contr g business entity AFFIX NOTARY STAMP/SEAL ABOVE Sworn to and subscribed before me,by the said , l)�)LS d 2 U l this the day of 20 ,to certify which,witness my hand and seal of office. gnature of officer administering oath Printed name of officer administering oath Title of officer administering oath Forms provided by Texas Ethics Commission vrww.ethics.state.Lx.us Version V1.0.277