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HomeMy WebLinkAboutContract 37766CaTY SECRETARY3�MIQ CONTRACT NO. PROFESSIONAL SERVICES AGREEMENT This PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and entered into by and between the CITY OF FORT WORTH (the "City"), a home rule municipal corporation situated in portions of Tarrant, Denton and Wise Counties, Texas, acting by and through Karen L. Montgomery, its duly authorized Assistant City Manager, and Skire,lnc ("Consultant"), a Delaware Corporation and acting by and through Massy Mehdipour, its duly authorized president and CEO. 1. SCOPE OF SERVICES. Consultant hereby agrees to provide the City with professional consulting services for the purpose of supporting the City 's data migration efforts, as well as other technical services and assistance related to Unifier implementation and utilization. Technical consultation and services activities to include but not be limited to: Report writing; Development of a Data Migration Strategy; Assistance in configuration and implementation of a data migration strategy; Configuration of new modules and additional functionality, such as Schedule Manager (enhanced), Planning Manager, Project Gates, Dynamic Data Sets, Earned Value, Cash Flow, etc.; Configuration of Business Process changes; Training and ad -hoc Training assistance. Attached hereto and incorporated for all purposes incident to this Agreement is Exhibit "A," Statement of Work, more specifically describing the services to be provided hereunder. Scope of services will be comprised of several different Tasks over the contract period to be authorized by the City in advance, via the Task Authorization Request and Acceptance Form (see Exhibit C), and delivered by Skire as agreed upon in that form prior to execution. The Task Authorization Request and Acceptance Form specifies the tasks and sub -tasks to be performed by consultant, establishes required task deliverables and acceptance terms, and provides City task authorization, as well as user acceptance of the completed task. 2. TERM. This Agreement shall commence upon August 26, 2008 ("Effective Date") and shall expire on September 30, 2009, unless terminated earlier in accordance with the provisions of this Agreement. 3. COMPENSATION. The City shall pay Consultant an amount not to exceed $ 84,000.00, in accordance with the provisions of this Agreement and the Payment Schedule attached as Exhibit "B," which is incorporated for all purposes herein. Consultant shall not perform any additional services for the City not specified by this Agreement unless the City requests and approves in writing the additional costs for such services. The City shall not be liable for any additional expenses of Consultant not specified by this Agreement unless the City first approves such expenses in writing. 4. TERMINATION. 4.1, Written Notice. The City or Consultant may terminate this Agreement at any time and for any reason by providing the other party with 30 days written notice of termination. 4.2 Non -appropriation of Funds. In the event no funds or insufficient funds are appropriated by the City in any fiscal period for any payments due hereunder, City will notify Consultant of such occurrence and this Agreement shall terminate on the last day of the fiscal period for which appropriations were Form Services Agreement Skire, Inc. Page 1 of 16 OI+I=ICIAL RECt�RD CITY SECRETARY FT. WORTH, TX received without penalty or expense to the City of any kind whatsoever, except as to the portions of the payments herein agreed upon for which funds shall have been appropriated. 4.3 Duties and Obligations of the Parties. In the event that this Agreement is terminated prior to the Expiration Date, the City shall pay Consultant for services actually rendered up to the effective date of termination and Consultant shall continue to provide the City with services requested by the City and in accordance with this Agreement up to the effective date of termination. 5. DISCLOSURE OF CONFLICTS AND CONFIDENTIAL INFORMATION. Consultant hereby warrants to the City that Consultant has made full disclosure in writing of any existing or potential conflicts of interest related to Consultant's services under this Agreement. In the event that any conflicts of interest arise after the Effective Date of this Agreement, Consultant hereby agrees immediately to make full disclosure to the City in writing. Consultant, for itself and its officers, agents and employees, further agrees that it shall treat all information provided to it by the City as confidential and shall not disclose any such information to a third party without the prior written approval of the City. Consultant shall store and maintain City Information in a secure manner and shall not allow unauthorized users to access, modify, delete or otherwise corrupt City Information in any way. Consultant shall notify the City immediately if the security or integrity of any City information has been compromised or is believed to have been compromised. 6. RIGHT TO AUDIT. Consultant agrees that the City shall, until the expiration of three (3) years after final payment under this contract, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records of the consultant involving transactions relating to this Contract at no additional cost to the City. Consultant agrees that the City shall have access during normal working hours to all necessary Consultant facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. The City shall give Consultant reasonable advance notice of intended audits. Consultant further agrees to include in all its subcontractor agreements hereunder a provision to the effect that the subcontractor agrees that the City shall, until expiration of three (3) years after final payment of the subcontract, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records of such subcontractor involving transactions related to the subcontract, and further that City shall have access during normal working hours to all subcontractor facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this paragraph. City shall give subcontractor reasonable notice of intended audits. 7. INDEPENDENT CONTRACTOR. It is expressly understood and agreed that Consultant shall operate as an independent contractor as to all rights and privileges granted herein, and not as agent, representative or employee of the City. Subject to and in accordance with the conditions and provisions of this Agreement, Consultant shall have the exclusive right to control the details of its operations and activities and be solely responsible for the acts and omissions of its officers, agents, servants, employees, contractors and subcontractors. Consultant acknowledges that the doctrine of respondeat superior shall not apply as between the City, its officers, agents, servants and employees, and Consultant, its officers, agents, employees, servants, contractors and subcontractors. Consultant further agrees that nothing herein shall be construed as the creation of a partnership or joint enterprise between City and Consultant. Form Services Agreement Skire, Inc. Page 2 of 16 8. LIABILITY AND INDEMNIFICATION. CONSULTANT SHALL BE LIABLE AND RESPONSIBLE FOR ANY AND ALL PROPERTY LOSS, PROPERTY DAMAGE ANDIOR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR OMISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF CONSULTANT, ITS OFFICERS, AGENTS, SERVANTS OR EMPLOYEES. CONSULTANT COVENANTS AND AGREES TO, AND DOES HEREBY, INDEMNIFY, HOLD HARMLESS AND DEFEND THE CITY, ITS OFFICERS, AGENTS, SERVANTS AND EMPLOYEES, FROM AND AGAINST ANY AND ALL CLAIMS OR LAWSUITS FOR EITHER PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO CONSULTANT'S BUSINESS AND ANY RESULTING LOST PROFITS) ANDIOR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT, TO THE EXTENT CAUSED BY THE NEGLIGENT ACTS OR OMISSIONS OR MALFEASANCE OF CONSULTANT, ITS OFFICERS, AGENTS, SERVANTS OR EMPLOYEES. 9. ASSIGNMENT AND SUBCONTRACTING. Consultant shall not assign or subcontract any of its duties, obligations or rights under this Agreement without the prior written consent of the City. If the City grants consent to an assignment, the assignee shall execute a written agreement with the City and the Consultant under which the assignee agrees to be bound by the duties and obligations of Consultant under this Agreement. The Consultant and Assignee shall be jointly liable for all obligations under this Agreement prior to the assignment. If the City grants consent to a subcontract, the subcontractor shall execute a written agreement with the Consultant referencing this Agreement under which the subcontractor shall agree to be bound by the duties and obligations of the Consultant under this Agreement as such duties and obligations may apply. The Consultant shall provide the City with a fully executed copy of any such subcontract. 10. INSURANCE. Consultant shall provide the City with certificates) of insurance documenting policies of the following minimum coverage limits that are to be in effect prior to commencement of any work pursuant to this Agreement: 10.1 Coverage and Limits (a) Commercial General Liability $1,000,000 Each Occurrence $1,000,000 Aggregate (b) Automobile Liability $1,000,000 Each accident on a combined single limit basis or $250,000 Bodily injury per person $500,000 Bodily injury per person per occurrence $100,000 Property damage Coverage shall be on any vehicle used by the Consultant, its employees, agents, representatives in the course of the providing services under this Agreement. Form Services Agreement Skire, Inc. Page 3 of 16 "Any vehicle" shall be any vehicle owned, hired and non -owned (c) Worker's Compensation Statutory limits Employer's liability $100,000 Each accident/occurrence $100,000 Disease - per each employee $500,000 Disease - policy limit This coverage may be written as follows: Workers' Compensation and Employers' Liability coverage with limits consistent with statutory benefits outlined in the Texas workers' Compensation Act (Art. 8308 — 1.01 et seq. Tex. Rev. Civ. Stat.) and minimum policy limits for Employers' Liability of $100,000 each accident/occurrence, $500,000 bodily injury disease policy limit and $100,000 per disease per employee (d) Technology Liability (Errors &Omissions) [or other professional liability coverage depending on type of agreement] $1,000,000 Each Claim Limit $1,000,000 Aggregate Limit Technology coverage may be provided through an endorsement to the Commercial General Liability (CGL) policy, or a separate policy specific to Technology E&O. Either is acceptable if coverage meets all other requirements. Coverage shall be claims -made, and maintained for the duration of the contractual agreement and for two (2) years following completion of services provided. An annual certificate of insurance shall be submitted to the City to evidence coverage. 10.2 Certificates Certificates of Insurance evidencing that the Consultant has obtained all required insurance shall be delivered to the City prior to Consultant proceeding with any work pursuant to this Agreement. All policies shall be endorsed to name the City as an additional insured thereon, as its interests may appear. The term City shall include its employees, officers, officials, agent, and volunteers in respect to the contracted services. Any failure on the part of the City to request required insurance documentation shall not constitute a waiver of the insurance requirement. A minimum of thirty (30) days notice of cancellation or reduction in limits of coverage shall be provided to the City. Ten (10) days notice shall be acceptable in the event of non-payment of premium. Such terms shall be endorsed onto Consultant's insurance policies. Notice shall be sent to the Risk Manager, City of Fort Worth, 1000 Throckmorton, Fort Worth, Texas 76102, with copies to the City Attorney at the same address. 11. COMPLIANCE WITH LAWS ORDINANCES RULES AND REGULATIONS. Consultant agrees to comply with all applicable federal, state and local laws, ordinances, rules and regulations. If the City notifies Consultant of any violation of such laws, ordinances, rules or regulations, Consultant shall immediately desist from and correct the violation. Form Services Agreement Skire, Inc. Page 4 of 16 12.MMMhMM NON-DISCRIMINATION COVENANT. Consultant, for itself, its personal representatives, assigns, subcontractors and successors in interest, as part of the consideration herein, agrees that in the performance of Consultant's duties and obligations hereunder, it shall not discriminate in the treatment or employment of any individual or group of individuals on any basis prohibited by law. If any claim arises from an alleged violation of this non- discrimination covenant by Consultant, its personal representatives, assigns, subcontractors or successors in interest, Consultant agrees to assume such liability and to indemnify and defend the City and hold the City harmless from such claim. 13. NOTICES. MEMEM Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have been delivered when (1) hand -delivered to the other party, its agents, employees, servants or representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3) received by the other party by United States Mail, registered, return receipt requested, addressed as follows: To The CITY: City of Fort Worth Attn: Sandy Oliver 1000 Throckmorton Fort Worth TX 76102-6311 Facsimile: (817) 392-8654 14. SOLICITATION OF EMPLOYEES. To CONSULTANT: Skire, Inc ATTN: Victoria D'Amelio 111 Independence Dr, Menlo Park, CA 94025 650.289.2650 (Fax) Neither the City nor Consultant shall, during the term of this agreement and additionally for a period of one year after its termination, solicit for employment or employ, whether as employee or independent contractor, any person who is or has been employed by the other during the term of this agreement, without the prior written consent of the person's employer. 15. GOVERNMENTAL POWERS. It is understood and agreed that by execution of this Agreement, the City does not waive or surrender any of its governmental powers. 16. NO WAIVER. The failure of the City or Consultant to insist upon the performance of any term or provision of this Agreement or to exercise any right granted herein shall not constitute a waiver of the City's or Consultant's respective right to insist upon appropriate performance or to assert any such right on any future occasion. 17. GOVERNING LAW /VENUE. This Agreement shall be construed in accordance with the internal laws of the State of Texas. If any action, whether real or asserted, at law or in equity, is brought on the basis of this Agreement, venue Form Services Agreement Skire, Inc. Page 5 of 16 for such action shall He in state courts located in Tarrant County, Texas or the United States District Court for the Northern District of Texas, Fort Worth Division. 18. SEVERABILITY. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired. 19. FORCE MAJEURE. The City and Consultant shall exercise their best efforts to meet their respective duties and obligations as set forth in this Agreement, but shall not be held liable for any delay or omission in performance due to force majeure or other causes beyond their reasonable control (force majeure), including, but not limited to, compliance with any government law, ordinance or regulation, acts of God, acts of the public enemy, fires, strikes, lockouts, natural disasters, wars, riots, material or labor restrictions by any governmental authority, transportation problems and/or any other similar causes. 20. HEADINGS NOT CONTROLLING. Headings and titles used in this Agreement are for reference purposes only and shall not be deemed a part of this Agreement. 21. REVIEW OF COUNSEL. The parties acknowledge that each party and its counsel have reviewed and revised this Agreement and that the normal rules of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this Agreement or exhibits hereto. 22. AMENDMENTS /MODIFICATIONS / EXTENSTIONS. No extension, modification or amendment of this Agreement shall be binding upon a party hereto unless such extension, modification, or amendment is set forth in a written instrument, which is executed by an authorized representative and delivered on behalf of such party. 23. ENTIRETY OF AGREEMENT. This Agreement, including the schedule of exhibits attached hereto and any documents incorporated herein by reference, contains the entire understanding and agreement between the City and Consultant, their assigns and successors in interest, as to the matters contained herein. Any prior or contemporaneous oral or written agreement is hereby declared null and void to the extent in conflict with any provision of this Agreement. 24. SIGNATURE AUTHORITY. The person signing this agreement hereby warrants that he/she has the legal authority to execute this agreement on behalf of the respective party, and that such binding authority has been granted by Form Services Agreement Skire, Inc. Page 6 of 16 proper order, resolution, ordinance or other authorization of the entity. The other party is fully entitled to rely on this warranty and representation in entering into this Agreement. IN WITNESS WHEREOF, of �P, , 2008. [SIGNATURE PAGE FOLLOWS] the parties hereto have executed this Agreement in multiples this 3:511 day CITY OF FORT WORTH: Name: Karen L. Montgo Title: Assistant City Mar Date: :� l101O O SKIRE, INC.: By: Nye: Sateez Kadivar Title: ' V PO�f Onc.2AI td-V Date: � �� /�� Form Services Agreement Skire, Inc. Page 7 of 16 ATTEST: By: Y ► � c/Vv� Name: Marty Hendrix Title: City Secretary APPRO D AS TO FORM AND LEGALITY: Y jUrsiatamt City Attg ey �U _ Z —� CONTRACT AUTHORIZATION: M&C: G-16249 Date Approved: August 26, 2008 CITY SECRETARY EXHIBIT A STATEMENT OF WORK Skire Responsibilities: Contract scope to be comprised of multiple high impact and/or high priority Tasks that will be idened for resolution over the contract period. Prior to Task(s) execution, Tasks are to be specified by the City, Assistant Director of Capital Projects Division of Finance, in writing, and agreed upon by Skire Account Manager as to costs, objectives, deliverables, delivery date and testing/acceptance. The City's Task Authorization Request and Acceptance Form will be utilized to authorize Task execution (as specified in the form), as well as customer acceptance and certification that the Tasks have been completed in accordance with the goals, objectives and deliverables stated on the form. Contract scope may include, but is not limited to the following tasks: Development of technical strategy to facilitate data migration to Unifier from Interim Capital Projects Tracking System; Provision of detailed data migration strategy document; Configuration of Business Process changes to support data migration, as needed; Assistance in uploading data to Business Processes via Comma Separated Values (CSV), XML or other appropriate format; Assistance in setting up Web Services / uLink for data transmission involved in data migration and other processes, if needed; Provision of training assistance on various functionalities/modules in Unifier; Preparation of and/or assistance in report writing, as needed; Configuration of new and existing Business Processes and preparation of integration forms in uDesigner environment; Testing of solutions, in conjunction with the City, in uStage environment; Assistance in Document Management data migration; Provision of configuration assistance, as needed, to support implementation of new, enhanced and/or additional Unifier modules, such as Planning Manager, Schedule Manager, Earned Value, Cash Flow, etc.; Provide written, step-by-step instructions for up -dating Production and Test environments with modified Business Processes; Project planning and management of Skire professional services activities; Coordinate meetings with the City to assess requirements for various technical assistance services, such as data migration and Business Process changes; and Provision of technical services advice and strategy review. City of Fort Worth Responsibilities o FW to identify Subject Matter Experts) to collaborate with Skire during the consulting services; o FW to conduct additional testing and User Acceptance Testing, as desired; o FW to import the Business Processes to Production environment utilizing Skire-provided documentation; and o FW to communicate and manage the deployment of solution to system end users. Tasks 1 and 2 are specified as follows. Other high priority and/or high impact Tasks will be identified over the course of the contract period. Form Services Agreement Skire, Inc. Page 8 of 16 TASK 1: Development of Recommended Data Migration Strategy Objective: To provide recommended strategy for migrating project data from approximately 797 projects from the Interim Capital Projects Tracking System into the Capital Projects Tracking System (CPMS) to aHow for maximum utilization and full integration of CPMS into project delivery Citywide. Scope: Deliverables: a) Consultant to coordinate meetings with the City to determine Data Migration requirements; b) Consultant to develop recommended data migration strategy, and related implementation schedule and costs by deliverables; c) Consultant to provide proven step-by-step instructions of Data Migration processes and procedures of all Import and Export functions and options into and from Unifier system. Each and all procedures must specify required resources, including an estimate of time taken from start to finish for each procedure/process; d) Consultant to provide briefing and documentation to City regarding components of recommended strategy; and e) Consultant to finalize recommended strategy, incorporating any written comments from City regarding the recommended strategy. Estimated Completion Time: one week Estimated Cost: Approx. 40 Consultant hours @ $ 200.00 per hour = $ 8,000 Communication Plan: Consultant will provide: a) List of scheduled meetings for requirements; b) Information on Skire point of contact during Task implementation; c) Outlines of Skire escalation chain of command for any issues that surface related to the successful completion of this Task Completion and Customer Acceptance: a) Completion and Acceptance timeline/work plan of the overall engagement of this contract will be worked out and agreed upon in writing by both parties within 30 days of contract execution using the Task Authorization template: Task Authorization Request and Acceptance Form; b) Final Recommended Strategy incorporates City comments/issues identified prior to final draft; c) Final recommended strategy document was delivered at agreed upon schedule and cost, as outline in the Task Authorization Request and Acceptance Form. TASK 2: Provision of uDesigner Training to City of Fort Worth Staff See Attachment A below. Form Services Agreement Skire, Inc. Page 9 of 16 ATTACHMENT A FINANCIAL MANAGEMENT SERVICES TASK AUTHORIZATION REQUEST AND ACCEPTANCE FORM FOR uDESIGNER TRAINING SERVICES UNDER CONTRACT # Form Services Agreement Skire, Inc. Page 10 of 16 WITH SKIlZE, INC. Task Request 1.1 Task Objectives The objective of the uDesigner Training is to provide the skills, knowledge and ability for City of Fort Worth staff to configure, import, publish and test businessprocesses, workflows and forms before implementing in the Capital Projects Management System (CPMS) Production and Test Environments. 1.2 Task Scope The training scheduled to initiate on November 3, 2008, should include a total of five classroom4raining days lead by a SKIRE Inc. senior trainer. City of Fort Worth staff will receive instruction and practice exercises on creating, configuring and editing different types of forms, workflows, data elements, reference processes, dynamic data sets, etc. and other system set up. 1.3 Task Cost The uDesigner training cost is $1600 per day for five days, plus travel costs to include airfare, lodging, etc. Expenses will be reimbursed at the Citys standard rate, which is based on the General Services Administration (GSA) per diem rate structure. 1.4 Task Communication Plan SKIREInc. staff will coordinate the necessary conference calls and Webex meetings with City staff to outline specific training needs prior to the beginning of the training. 1.5 Successful Task Completion At the conclusion of the training, Fort Worth City staff will be able to: Utilize uDesigner to configure, import, publish and test the different types of business processes and forms utilized in CPMS Production and Test Environments. 1.6 Task Deliverables - _ _ uDESIGNER TRAINING Duratio n Start Date nd Date Activity Type Training Develop Training Plan Develop, with CFW participation, specific training requirements list Task Training Material Preparation Compile Power Point slides Task Finalize and distribute training material Task Training Delivery 5 11/2/08 11/7/08 Ensure availability of training materials and training facility setup 11/2/08 11/2/08 Task Training Day 1 1 11/3/08 11/3/08 Milestone Training Day 2 1 11/4/08 11/4/08 Task Training Day 3 1 11/5/08 11/5/08 Task Training Day 4 1 11/6/08 11/6/08 Task Training Day 5 (Augment training with CFW-s ecific requests) 1 11/7/08 11/7/08 Major Milestone Form Services Agreement Skire, Inc. Page 11 of 16 Task Authorization Director, City of Fort Worth unt Manager, Skire Inc. Task Acceptance 3.1 Completion and Customer Acceptance The City of Fort Worth will consider the task to be satisfactorily completed once: a. The stated objectives (section 1.1), scope (section 1.2) and deliverables (section 1.5 and 1.6) have been met within the agreed upon timeframe and cost. b. Final recommended strategy incorporates any City comment and/or issues identified. c. Any outstanding issues related to the task are resolved. By signature hereof, the City acknowledges successful completion of task Assistant Director, City of Fort Worth Form Services Agreement Skire, Inc. Page 12 of 16 -full=3ii= PAYMENT SCHEDULE Payment will be rendered by the City of Fort Worth after testing and/or acceptance by the City of successful consultant completion of Task, in accordance with the stated goals, objectives, deliverables, schedule and cost, as outlined in the Task Authorization Request and Acceptance Form for the Task. The authorized Task Authorization Request and Acceptance Form will also serve as the customer acceptance form. Form Services Agreement Skire, Inc. Page 13 of 16 EXHIBIT C FINANCIAL MANAGEMENT SERVICES TASK AUTHORIZATION REQUEST AND ACCEPTANCE FORM FOR UNDER CONTRACT # Form Services Agreement Skire, Inc. Page 14 of 16 WITH SKIIZE, INC. Task Request 1 A Task Objectives 1.2 Task Scope 1.3 Task Cost 1.4 Task Communication Plan 1.5 Successful Task Completion 1.6 Task Deliverables FI Duration Start Date End Date Activity Type Task Authorization Assistant Director, City of Fort Worth Account Manager, Skire Inc. Form Services Agreement Skire, Inc. Page 15 of 16 Date Date Task Acceptance 3.1 Completion and Customer Acceptance The City of Fort Worth will consider the task to be satisfactorily completed once: d. The stated objectives (section 1.1), scope (section 1.2) and deliverables (section 1.5 and 1.6) have been met within the agreed upon timefr•ame and cost. e. Final recommended strategy incorporates any City comment andlor issues identified. f. Any outstanding issues related to the task are resolved. By signature hereof, the City acknowledges successful completion of task Assistant Director, City of Fort Worth Form Services Agreement Skire, Inc. Page 16 of 16 Date Page 1 of 2 � • • • •- • • . • DATE: Tuesday, August 26, 2008 LOG NAME: 13CPMSDATAMIG REFERENCE NO.: �'�G-16249 SUBJECT: Authorize a Professional Services Agreement in an Amount Not to Exceed $84,000.00 with Skire, Inc., to Provide General Technical and Consultation Services in Support of the City's Efforts to Migrate Existing Capital Projects Data into the Capital Projects Management System and Other System Initiatives RECOMMENDATION: It is recommended that the City Council authorize the City Manager to execute a Professional Services Agreement in an amount not to exceed $84,000.00 with Skire, Inc., to provide general technical and consultation services in support of the City's efforts to migrate existing capital projects data into the new Capital Projects Management System (CPMS), as well as technical assistance with other system initiatives. DiSCi1SSION: The recommended Professional Service Agreement with Skire, Inc., will allow City staff to utilize the full capabilities of the newly -implemented CPMS for enhanced project tracking, reporting and management. Specifically, this agreement will provide for the general technical and consultation services required to complete the City's data migration efforts and other related technical initiatives. Prior to implementation of CPMS, an Interim Capital Projects Tracking System was developed as a temporary data storage location. This interim system currently houses data for 797 projects initiated since implementation of the 2004 Bond Program. Since go -live on CPMS, all new projects, totaling 411 to date, have been entered into CPMS. In order to take full advantage of CPMS' many powerful project tracking capabilities, as well as to more fully integrate CPMS into overall project delivery Citywide, the interim project data needs to be migrated into CPMS. Under the recommended Professional Services Agreement, Skire, Inc., would provide data migration support services and general technical assistance, including, but not limited to, the following: • Development, configuration, and implementation of a data migration strategy • Configuration of new modules, such as Schedule Manager and Planning Manager • Configuration of Business Process changes • Training and ad -hoc Training Assistance • System changes to aid in data upload and delineation of changes made • Data upload and system integrity testing • Troubleshooting and resolution of any issues that arise during data migration • Technical assistance for report writing Skire, Inc., is the documented sole source vendor for the Unifier software license, maintenance and hosting services. http://apps.cfwnet.org/council�acket/Reports/mc�rint.asp 10/14/2008 Page 2 of 2 FISCAL INFORMATION/CERTIFICATION: The Finance Director certifies that funds are available in the current operating budget, as appropriated, of the General Fund. TO Fund/AccountlCenters Submitted for City Manager's Office bar: Originating Department Head: Additional Information Contact: FROM Fund/Account/Centers GG01 539120 0905500 $84,000.00 Karen Montgomery (6222) Lena Ellis (8517) Sandy Oliver (7371) http://apps.cfwnet.org/council�acket/Reports/mc�rint.asp 10/14/2008