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HomeMy WebLinkAboutItem 13 - REVISED Staff Report - Approve Agreements with Carahsoft Technology Corp. and IK Consulting, LLC Information Technology www.santa-ana.org/departments/information-technology/ Item # 13 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report October 1, 2024 TOPIC: Enterprise Land Management System Software and Implementation Services AGENDA TITLE Approve Agreements with Carahsoft Technology Corp. and IK Consulting, LLC, for Enterprise Land Management System Software and Implementation Services (Specification No. 24-087A) (General Fund and Non-General Fund) (Revive Santa Ana) RECOMMENDED ACTION 1. Authorize the City Manager to execute an agreement with Carahsoft Technology Corp. for software subscription licensing, support, and training of Accela Civic Platform planning, permitting, and licensing system, in an aggregate amount not to exceed $1,800,000, for an initial one-year term beginning October 1, 2024, with provisions for four optional one-year renewals. (Agreement No. A-2024-XXX) 2. Authorize the City Manager to execute an agreement with IK Consulting, LLC for Accela Civic Applications implementation services, in an amount not to exceed $1,107,445, for a 27-month term beginning October 1, 2024 and expiring December 31, 2026. (Agreement No. A-2024-XXX) GOVERNMENT CODE §84308 APPLIES: Yes DISCUSSION The Santa Ana Property Information Network (SAPIN) is an internally developed land management, permitting, and code enforcement system that was implemented in 2000 for plan checking, building permitting, building inspections, Public Works permitting, and Code Enforcement case management. Although the SAPIN system has been enhanced over the years and has met the needs of the City for more than two decades, its capabilities have fallen behind the technology and functionality now available from off-the-shelf applications on the market. In example, SAPIN lacks the capabilities allowing the City to conduct business transactions in the digital environment and to interface with third party software commonly used by the development community. Enterprise Land Management System Software and Implementation Services October 1, 2024 Page 2 4 5 7 1 SAPIN lacks mobile accessibility in the field and real-time automated reporting, which hampers decision-making and responsiveness which the public has come to expect from a service provider with current technologies. More significantly, because SAPIN was developed in-house utilizing a programing language that is no longer taught and supported in the industry, the City will lose the necessary knowledge to support the software with staffing changes and retirements. It is imperative for the City to move from SAPIN to a state-of-the-art software that can better meet the City’s needs now and in the future, and provide the improved functionality that the SAPIN system is lacking. On June 15, 2021, the City Council approved agreements with Clariti Cloud and Avocette Technologies to implement the Clariti Permitting and Licensing system. The consultants worked with the Information Technology Department (ITD), Planning and Building Agency (PBA), and the Public Works Agency (PWA) to document the City’s business processes, use cases, and information requirements. When changing to a new system, this early stage of the process is the most important and the most time intensive as it establishes the foundation for all future work to build upon. As an outcome of this intensive effort, the City now has documented the workflow and processes, and procedures for building a system allowing the City to efficiently complete business transactions and permitting activities through an online portal. While this was a critical step in the process and resulted in a substantial work product by the consultants, it became apparent from reviewing the various functioning software modules provided by their support team that the Clariti Cloud system would require extensive configuration and customization in order to meet the needs of the City. This was a major concern for staff as it would require the City to again, build the various modules, in some instances from scratch, and to maintain the system in-house, making the system extremely labor-intensive to support and with limited options to upgrade and enhance over time. Since these systems typically are utilized for many years (15-20 years or longer), the project team made the difficult decision of terminating and not investing further into the project with Clariti Cloud and Avocette Technologies. Given that these systems are typically in use for 15-20 years or longer, the project team collectively decided it would be beneficial for the City to halt the project with Clariti Cloud and Avocette Technologies. At this point, only 31% of the project budget, or $1,053,548, had been spent, and the team concluded that switching to a different solution would be a better long-term fit for the City. To move the project forward, the City team re-evaluated the Accela Civic Platform, which was one of the runner-up solutions from the previous procurement. This included extensive reviews and live demonstrations of the system, it’s capabilities, and user interface. The City team also interviewed other cities already using the system and received positive feedback regarding system performance, capabilities, company Enterprise Land Management System Software and Implementation Services October 1, 2024 Page 3 4 5 7 1 support, and ease of set up and use. The team determined that the Accela Civic Platform would be the best solution to assist the City with quickly resuming the project and that they have the software solution that will successfully meet the City’s requirements due to their long history providing this technology to municipalities, the robust functionality of their existing system, and the successful track record with numerous other cities here in California. Accela was formed in 1981 and incorporated in California in 1999. Accela is a leader in the permitting and licensing space and has more than 2,000 separate agencies that utilize their software. Their latest solution is the Accela Civic Platform which is a cloud- based system that includes modules for planning, permitting, code enforcement, and licensing. The system is currently operating in many local California agencies, including the cities of Huntington Beach, Anaheim, Ontario, Whittier, Torrance, Moreno Valley, Sacramento, Stockton, and Roseville, among others. Santa Ana City Ordinance No. NS-3041 authorizes the City to purchase against contracts from any public agency utilizing a competitive bid process. The National Association of State Procurement Officials (NASPO) awarded contract #AR2472 to Carahsoft Technology Corp. Technology Corp., an authorized reseller of Accela Civic Platform software and related support services. The contract was awarded as a result of an open and competitive bidding process that meets the City’s requirements. The first action of this agenda item is to approve the Accela Subscription Services Agreement (Exhibit 1) and authorize purchases of Accela software subscription licensing, support, and training through Carahsoft Technology Corp. (Exhibit 3) In addition to system licensing, the City requires an implementation partner to assist with the system configuration, data migration, interface development, report development, training, and technical support of the Accela Civic Platform. On June 27, 2024, the City issued RFP No. 24-087A for Accela Civic Applications Implementation Services on the City’s online bid management and publication system. A summary of vendor participation and results is as follows: 1,009 Vendors notified 0 Santa Ana vendors notified 23 Vendors downloaded the RFP packet 3 Proposals received Proposals were solicited, opened on July 17, 2024, and evaluated. The three proposals submitted by the RFP deadline were all determined to be responsive to the specifications and met the City’s requirements. A selection team consisting of staff from the IT Department, Planning and Building Agency, and Public Works evaluated the proposals and recommend awarding an agreement to IK Consulting, LLC, the best suited vendor. Proposing firms’ rankings according to the criteria listed in the RFP are as follows: Enterprise Land Management System Software and Implementation Services October 1, 2024 Page 4 4 5 7 1 Vendor Name Location Rank IK Consulting Tucson, AZ 1 TruePoint Solutions Loomis, CA 2 Bryne Software Technologies Chesterfield, MO 3 The second action on this agenda item is to approve an agreement with IK Consulting to serve as the implementation partner for the Accela Civic Platform. (Exhibit 2) ENVIRONMENTAL IMPACT There is no environmental impact associated with this action. FISCAL IMPACT Funding is available in the FY 2024-25 Planning & Building Agency—Permit & Plan Check, accounting unit 01116530, Public Works - Development Engineering, accounting unit 10117605, and American Rescue Plan Act accounting unit 18120013. Future fiscal year funding will be included in the proposed budgets for City Council consideration. The following table is an estimate of the account distribution by fiscal year; however, the actual amounts for each fiscal year may vary based on the timing of the system implementation. Account Unit – Account # Account Description FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total 01116530- 66511 Planning and Building Agency- Permit & Plan Check - Computer Software Subscriptions 72,000 225,000 243,000 255,000 285,000 1,080,000 10117605- 66511 Public Works - Development Engineering - Computer Software Subscriptions 48,000 150,000 162,000 170,000 190,000 720,000 18120013- 62300 ARPA - IT - Contract Services Professional 300,000 525,795 281,650 1,107,445 Total $2,907,445 Enterprise Land Management System Software and Implementation Services October 1, 2024 Page 5 4 5 7 1 EXHIBIT(S) 1. Agreement with Accela 2. Agreement with IK Consulting, LLC for Implementation Services 3. Draft PO to Carahsoft Submitted By: Jack Ciulla, Chief Technology Innovations Officer Approved By: Alvaro Nuñez, City Manager