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HomeMy WebLinkAboutContract 56752 CSC No.56752 FORT WORTH CITY OF FORT WORTH COOPERATIVE PURCHASE AGREEMENT This Cooperative Purchase Agreement ("Agreement") is entered into by and between Mainline Information Systems, Inc. ("Vendor") and the City of Fort Worth, ("City"), a Texas home rule municipality. The Cooperative Purchase Agreement includes the following documents which shall be construed in the order of precedence in which they are listed: 1. This Cooperative Purchase Agreement; 2. Exhibit A— Seller's Quote, Scope of Services or Purchase Order; 3. Exhibit B—DIR-TSO-3996 (e.g.,NJPA, DIR, BuyBoard); and 4. Exhibit C—Conflict of Interest Questionnaire. The Exhibits referenced above, which are attached hereto and incorporated herein, are made a part of this Agreement for all purposes. Vendor agrees to provide City with the services and goods included in Exhibit A pursuant to the terms and conditions of this Cooperative Purchase Agreement, including all exhibits thereto. If any provisions of the attached documents,conflict with the terms herein, are prohibited by applicable law, conflict with any applicable rule, regulation or ordinance of City, the terms in this Agreement shall control City shall pay Vendor in accordance with the fee schedule in Exhibit A and in accordance with the provisions of this Agreement. Total payment made under this Agreement for the first year by City shall not exceed one hundred eighty-eight thousand, eight hundred five dollars and seventy-one cents ($188,805.71). Vendor shall not provide any additional items or services or bill for expenses incurred for City not specified by this Agreement unless City requests and approves in writing the additional costs for such services. City shall not be liable for any additional expenses of Vendor not specified by this Agreement unless City first approves such expenses in writing. The term of this Agreement shall be for one year beginning on May 11,2021 and ending on May 10, 2022. City shall be able to renew this agreement for one one-year renewal option by written agreement of the parties. Vendor agrees that City shall,until the expiration of three(3)years after final payment under this Agreement, or the final conclusion of any audit commenced during the said three years, have access to and the right to examine at reasonable times any directly pertinent books,documents,papers and records, including, but not limited to, all electronic records, of Vendor involving transactions relating to this Agreement at no additional cost to City. Vendor agrees that City shall have access during normal working hours to all necessary Vendor facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City shall give Vendor reasonable advance notice of intended audits. 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 CITY: To VENDOR: City of Fort Worth Mainline Information Systems, Inc. Attn: Dana Burghdoff,Assistant City Manager Joseph P. Elebash, Chief Financial Officer 200 Texas Street 1700 Summit Lake Drive Fort Worth, TX 76102-6314 Tallahassee, FL 32317 Facsimile: (817) 392-8654 Facsimile: N/A With copy to Fort Worth City Attorney's Office at same address [Signature Page Follows] The undersigned represents and warrants that he or she has the power and authority to execute this Agreement and bind the respective Vendor. Executed effective as of the date signed by the Assistant City Manager below. FORT WORTH: City of Fort Worth Contract Compliance Manager: By signing I acknowledge that I am the person responsible for the monitoring and g administration of this contract, including Dana Bur& �F( v29,2� 11:31CST) ensuring all performance and reporting By: Name: Dana Burghdoff requirements. Title: Assistant City Manager Date: Nov 29, 2021 Aks�_ By: Richard Lisenbee(Nov 3,202119:56 CDT) Approval Recommended: Name: Richard Lisenbee Title: Senior IT Manager CGI�GI�DI�GIG�ffG�G� Approved as to Form and Legality: By: Christopher H rder(Nov 29,202107:42 CST) Name: Chris Harder Title: Director, Water Department By: Attest: Name: Taylor Paris Title: Assistant City Attorney Contract Authorization: By: M&C: P-12287 Name: Ronald Gonzales do�4n�u� ftr Title: Acting City Secretary ��FoF 00000 0 do �00 o��d �v. o=d duo 000 o*mod VENDOR: ���a�nExASoap By: Name: Joseph P. Elebash Title: Chief Financial Offier Date: Nov 4, 2021 OFFICIAL RECORD CITY SECRETARY FT.WORTH, TX 10/28/21,1:19 PM M&C Review Ofncial site of the City of Fort Worth,Texas CITY COUNCIL AGENDA FORTWORTII COUNCIL ACTION: Approved on 12/11/2018 REFERENCE ** 13PIBM MAXIMO SOFTWARE DATE: 12/11/2018 NO.: P-12287 LOG NAME: MJR WATER CODE: P TYPE: CONSENT PUBLIC NO HEARING: SUBJECT: Authorize Purchase Agreement with Mainline Information Systems, Inc., in an Amount Up to $170,835.00 for Annual Maintenance for IBM Maximo Software, for the Water Department Using a Cooperative Contract(ALL COUNCIL DISTRICTS) RECOMMENDATION: It is recommended that the City Council authorize a Purchase Agreement with Mainline Information Systems, Inc., in an amount up to $170,835.00, for annual maintenance for IBM Maximo Software for the Water Department using the State of Texas Department of Information Resources Contract No. DIR-TSO- 3996. DISCUSSION: The Water Department will use this Agreement to purchase IBM Maximo software annual maintenance and support services from Mainline Information Systems, Inc,. This maintenance management software is in use in Water Field Operations and Plant Operations and is being implemented in Meter Services. PRICE ANALYSIS - Prices offered for annual maintenance is approximately one percent higher than the current Agreement awarded on March 29, 2016 (M&C P-11851), due to software enhancements. City staff reviewed this pricing and determined it 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 Contract No. DIR-TSO-3996 has been competitively bid to increase and simplify the purchasing power of local entities. SUCCESSOR CONTRACTS: To facilitate planning and budgeting, staff would prefer to have annual Agreements that align with the Fiscal Year. However, the DIR Cooperative contract is out of alignment with the City's Fiscal Year and the current term of DIR-TSO-3996 expires May 10, 2020. In order for this Agreement to align with the City's Fiscal Year, adoption of this M&C technically authorizes (i) a series of Purchase Agreements, each of which will align to a term of the DIR Cooperative contract to ensure legal authority exists for the contract, and (ii) an annual spend amount, future years of which would be subject to City Council appropriation. In the event that a Cooperative Agreement is not renewed, staff would cease purchasing at the end of the last Purchase Agreement coinciding with the valid Cooperative Agreement. If the City Council were to not appropriate funds for a future year, staff would stop making purchases when the last appropriation expires, regardless of whether the then-current Purchase Agreement has expired. The City will initially use DIR-TSO-3996 to make purchases authorized by this M&C. As noted, DIR-TSO- 3996 expires May 10, 2020. If the DIR Cooperative contract is extended, this M&C authorizes the City to purchase similar products and services under the extended contract. If the DIR Cooperative contract is not extended, but DIR executes a new cooperative agreement with Mainline Information Systems, Inc. with substantially similar terms as DIR-TSO-3996, this M&C authorizes the City to purchase the products and services under the new DIR Cooperative contract. AGREEMENT TERM: Upon City Council's approval, this Agreement will commence upon execution by both parties and continue in accordance with the terms and conditions of DIR-TSO-3996 or applicable successive DIR contracts for the same services. file:///C:/Users/cbaylor/OneDrive-City of Fort Worth/Documents/Projects/Mainline/2021/Routing/M&C P_12287.html 1/2 10/28/21,1:19 PM M&C Review Terms shall be as follows: Year 1 — December 12, 2018— May 10, 2019 Year 2— May 11, 2019— May 10,2020 Year 3— May 11, 2020— May 10, 2021 Year 4— May 11, 2021 — May 10, 2022 Year 5— May 11, 2022— May 10, 2023 RENEWAL OPTIONS - This Agreement may be renewed for three additional annual terms according to DIR-TSO-3996 or applicable successive DIR contracts for the same services agreement at the City's option. This action does not require specific City Council approval provided that the City Council has appropriated sufficient funds to satisfy the City's obligations during the renewal term. ADMINISTRATIVE CHANGE ORDER—An administrative increase or change order for this Agreement may be made by the City Manager in the amount up to $42,708.00 per year and does not require specific City Council approval as long as sufficient funds have been appropriated. M/WBE OFFICE —An M/WBE goal is not assigned when purchasing from an approved purchasing cooperative or other public entity. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that funds are available in the current operating budget, as appropriated, of the Water and Sewer Fund. Prior to an expenditure being made, the Water Department has the responsibility to validate the availability of funds. BQN\D I R-TSO-3996\MJ R TO _ Fund Department Account Project Program Activity Budget Reference# Amount I ID ID I I Year (Chartfield 2) FROM Fund Department Account Project Program Activity Budget Reference# Amount ID ID Year Chartfield 2 Submitted for City Manager's Office by_ Susan Alanis (8180) Originating Department Head: Kevin Gunn (8517) Additional Information Contact: Cynthia Garcia (8525) Jane Rogers (8385) ATTACHMENTS Mainline 1295-2018-426300 Redacted.pdf file:///C:/Users/cbaylor/OneDrive-City of Fort Worth/Documents/Projects/Mainline/2021/Routing/M&C P_12287.html 2/2 IBM Software Subscription & Support Renewal - City of Fort Worth Proposal Number: MIS-84232-1 valid through 12/28/2021 IBM DIR Contract#: DIR-TSO-3996 Date: 10/27/2021 Prepared for: Prepared by: City of Fort Worth Daniel Schultz 200 Texas Account Executive Fort Worth,TX 76102 Mainline Information Systems, Inc. (817)431-4298 daniel.schultz@mainline.com tti r �~ f ' Nick Jacobson w ' IBM Passport Advantage Subscription & Support Renewals (850) 219-5156 -� x nick.jacobson@mainline.com r L � a r — } n y F L J i J I Platinum .. 1 r x r y u r f rt t Bwinebb Partner { 4 } % 1 L - y, L i L Y S K, t� �. CONFIDENTIAL o PLEASE NOTE: This Proposal contains system configuration,pricing,and other business information that has been developed by Mainline Information Systems,Inc.using proprietary methodologies designed to provide optimal solutions to your firm's business needs as you have expressed them to us. The information contained herein is therefore confidential in nature and is to be treated as your firm would treat its own confidential ' I I • information and not disclosed to any employee of your firm not having a need to know or anyone who is not an employee of your firm without our express written permission. 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DocuSign Envelope ID:97BF97AF-5C80-4C53-A74A-7A4CD54C67F6 CONFLICT OF INTEREST QUESTIONNAIRE FORM CIO For vendor doing business with local governmental entity This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. OFFICE USE ONLY This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who Date Received has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code.An offense under this section is a misdemeanor. jJ Name of vendor who has a business relationship with local governmental entity. Mainline Information Systems, Inc. 2 Check this box if you are filing an update to a previously filed questionnaire.(The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) 3 Name of local government officer about whom the information is being disclosed. N/A Name of Officer 4J Describe each employment or other business relationship with the local government officer, or a family member of the officer,as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form CIO as necessary. A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income, from the vendor? Yes F-1 No B. Is the vendor receiving or likely to receive taxable income,other than investment income,from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? Yes F-1 No 5 Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership interest of one percent or more. N/A s ❑ Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1). 7Docusignea IT 5oc �cda5ti 7/17/2021 Signaure 61 vendor doing business with the governmental entity Date Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/30/2015 DocuSign Envelope ID:97BF97AF-5C80-4C53-A74A-7A4CD54C67F6 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity A complete copy of Chapter 176 of the Local Government Code maybe found at http://www.statutes.Iegis.state.tx.us/ Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form. Local Government Code§176.001(1-a):"Business relationship"means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public; or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency. Local Government Code§176.003(a)(2)(A)and(B): (a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if: (2) the vendor: (A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income, that exceeds $2,500 during the 12-month period preceding the date that the officer becomes aware that (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor; (B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than$100 in the 12-month period preceding the date the officer becomes aware that: (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor. Local Government Code§ 176.006(a)and (a-1) (a) A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and: (1) has an employment or other business relationship with a local government officer of that local governmental entity,or a family member of the officer,described by Section 176.003(a)(2)(A); (2) has given a local government officer of that local governmental entity, or a family member of the officer,one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B),excluding any gift described by Section 176.003(a-1);or (3) has a family relationship with a local government officer of that local governmental entity. (a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of: (1) the date that the vendor: (A) begins discussions or negotiations to enter into a contract with the local governmental entity; or (B) submits to the local governmental entity an application,response to a request for proposals or bids, correspondence, or another writing related to a potential contract with the local governmental entity;or (2) the date the vendor becomes aware: (A) of an employment or other business relationship with a local government officer, or a family member of the officer,described by Subsection(a); (B) that the vendor has given one or more gifts described by Subsection (a);or (C) of a family relationship with a local government officer. Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/30/2015