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Item C23 C.23 County f � .�� ",�, 1 BOARD OF COUNTY COMMISSIONERS Mayor Craig Cates,District 1 Mayor Pro Tem Holly Merrill Raschein,District 5 The Florida Keys Michelle Lincoln,District 2 James K.Scholl,District 3 David Rice,District 4 County Commission Meeting May 17, 2023 Agenda Item Number: C23 Agenda Item Summary #12101 BULK ITEM: Yes DEPARTMENT: Information Technology TIME APPROXIMATE: STAFF CONTACT: Alan MacEachern (305) 295-5110 N/A AGENDA ITEM WORDING: Approval of Amendment 2 to revise the start date from December 1, 2022 to February 28, 2023 (3 month extension) for our previously approved Oracle consulting services - at no cost and authorization for the County Administrator to sign contract documents that are for no additional cost or that do not exceed the County Administrator's signatory authority. ITEM BACKGROUND: The original consulting request from November of 2022 is below. This amendment is to change the start date from December of 2022 to February of 2023 — at no cost. No other changes are in the contract. This change reflects the fact that during the December, January and February timeframe, the Oracle team was providing implementation services and that Monroe County wasn't able to utilize the consulting resources. Oracle recognized this and rather than penalize us, they allowed us to move the contract forward a quarter so that we are better able to focus consulting services on targeted improvement efforts. This agenda item presents a request for consulting services to support our Community Development software application. As we anticipated when we selected this product, we will require an amount of ongoing consulting services for the next couple of years as we continue to optimize our electronic processes and gather feedback from our internal and external users. The hours included in this contract will give us the support we need as we continue to refine our processes and review further automation opportunities. PREVIOUS RELEVANT BOCC ACTION: Agenda Item—F38 , November 15th, 2022 -Approve Agenda Item—C5,April 21st, 2021 -Approve CONTRACT/AGREEMENT CHANGES: N/A Packet Pg. 888 C.23 STAFF RECOMMENDATION: Approve DOCUMENTATION: Amendment 2 Consulting Amendment to Agreement with DLT Solutions_-signed Monroe County Agreement with DLT Solutions - 2021-04-05 with Appendix B Included DLT Solutions Proposal - Monroe County - 3-26-2021- Attachment A to the Agreement FINANCIAL IMPACT: Effective Date: 02/28/2022 Expiration Date: 05/31/2024 Total Dollar Value of Contract: $0 Total Cost to County: $0 Current Year Portion: $0 Budgeted: Yes Source of Funds: CPI: N/A Indirect Costs: Estimated Ongoing Costs Not Included in above dollar amounts: Revenue Producing: No If yes, amount: Grant: County Match: Insurance Required: No Additional Details: No Fiscal Impact From This Amendent- Change in Start Date Only REVIEWED BY: Alan MacEachern Completed 05/01/2023 6:24 PM Christine Limbert Completed 05/02/2023 11:49 AM Purchasing Completed 05/02/2023 11:56 AM Budget and Finance Completed 05/02/2023 12:32 PM Brian Bradley Completed 05/02/2023 1:33 PM Lindsey Ballard Completed 05/02/2023 2:18 PM Board of County Commissioners Pending 05/17/2023 9:00 AM Packet Pg. 889 C.23.a TD SYNNEX c� April 25,2023 0 U CountyMonroe Oracle Firm Fixed Price Services Exhibit >` DLT Quote #: 5120664 `N Offer Valid through: 26-MAY-2023 CL CL This amendment("Amendment Two")amends the order identified below and all amendments thereto (the"order")between You and DLT Solutions,LLC("DLT"). ,. 0 m You and DLT agree to amend the order as follows: CL m Attachment a. Sections I.A.Services--Delete the first paragraph in its entirety and replace with the following: "Oracle will provide You with the following Services related to Your implementation of the Oracle E Public Sector Compliance and Regulation module("Compliance and Regulation") and Your t0 Oracle Policy Automation("OPA"),deployment. Specifically,Oracle will assist with planning for and executing upgrades,understanding of new features and functionality and how to deploy new U functionality.The Services under this Exhibit shall be provided for a period of eight(8) consecutive calendar quarters with up to forty-two(42)hours per quarter commencing on 0 February 28th,2023("Services Period").Any portion of the quarterly hours not used within the relevant quarter will expire at the end of such quarter, and any hours of Services not used within the relevant quarter will be automatically forfeited by You,with no further action required of either party.You will not be entitled to a refund,or any credit toward additional or other Services, for any unused portion of the fees paid for any unused Services.You may not use the hours and/or days of Services,or fees paid,for any Services other than the Services stated in this exhibit.In order for Oracle to provide Services to You after the Services Period,Oracle and You shall mutually agree,in writing,under a separate ordering document and exhibit,to the terms and fees for such Services." CL c14 E E c� Packet Pg. 890 C.23.a TD SYNNEX c� 2. Additional ,rerms 0 In the event of any inconsistencies between the order and this Amendment Two,this Amendment Two shall take precedence. Subject to the modifications herein,the order shall remain in full force and effect. >` cN DLT Solutions, LLC Monroe Countv o CL CL Authorized Signature: Authorized Signature: Name: Name: 0 U Title: Title: E CL 0 Signature Date: Signature Date: E 0 U c� E a CL c14 E E E c� Packet Pg. 891 C.23.b AMENDMENT TO AGREEMENT FOR IMPLEMENTATION OF THE ORACLE PUBLIC SECTOR COMPLIANCE AND REGULATION PRODUCT CL This Amendment to the Agreement ("Agreement") dated April 21, 2021 is made and entered into this day of 2022 by and between Monroe County, a political subdivision of the State of Florida, whose address is 1100 Simonton Street, Key West, Florida, 33040, its successors and assigns, hereinafter referred to as "COUNTY," through the Monroe County Board of County Commissioners ("BOCC"), AND DLT Solutions, LLC, a Foreign Limited U Liability Company of the State of Florida, whose principal address is 2411 Dulles Corner Park, Suite 800, Herndon, VA 20171 its successors and assigns, hereinafter referred to as "DI-7 or "CONTRACTOR", WITNESSETH: WHEREAS, the parties entered into an Agreement for the Oracle Public Sector Compliance and Regulation (PSCR) product for building permitting and contractor licensing to be utilized by the COUNTY'S Building Department; and WHEREAS, by this amendment the County will add additional support services needed after the implementation period; NOW,THEREFORE, in consideration of the mutual promises, covenants and agreements stated herein, and for other good and valuable consideration, the sufficiency of which is hereby acknowledged, COUNTY and CONTRACTOR agree as follows: i U) 1. The Agreement will be amended to add the following support services as set forth Attachment A to this Agreement 2. The Agreement dated April 21, 2021, as amended herein, shall remain in full force and n effect. IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its duly authorized representative on the day and year first above written. E (SEAL) BOARD OF COUNTY COMMISSIONERS Attest: Kevin Madok, Clerk OF MONROE COUNTY, FLORIDA By: By: E As Deputy Clerk Mayor/Chairman (Seal) CONTRACTOR Attest: a, n U) BY: By: 0 U Title: Title: Sr. Director of Sales E END OF AGREEMENT MONROE COUNTY ATTORNEY �' 'tAC'ft�U.k:LJ ASTCd Et7}C R: CHRIS'I*TNFS➢IMBi,'R'K'•BARR,OWS ASSISTANT`COUNTY ATTORNEY DATE _-9.0131/22.......--... Packet Pg. 892 C.23.b CL 0 Attachment A- Price Quote/Oracle Firm Fixed Price Service Exhibit DLT Solutions,LLC Proposal E E 0 U c� C U) U) I E 0 0 E E 0 U) C 0 U E c5 Packet Pg. 893 C.23.b Ot..i te,: 5120664 1E1°�pp F�efeiEein e,: 1726988 Price QuotationDate,: 1 O/24/2O22 CL TTIC T ntl,'14T4, (.70„°KFOHVY [:Exp ire s: 11/30/2022 if o Alan MacEachern i lroi ri Jessica Marino Monroe County(FL) DLT Solutions, LLC 1100 Simonton St 2411 Dulles Corner Park Key West, FL 33040 Suite 800 Herndon, VA 20171 0 U Flhoine: (305)453-8792 Flhoine: (703)773-9262 i a x i s x:c (703)773-9262 E iriai'ill: maceachern-alan@monroecounty-tl.gov E ir7aill[:jessica.marino@dlt.com l:11....11 Fla id No Contract ct: Qt:y L.Jinit:lFlidce E::::cf:. lFlidce � 1 9891-27186 MSTATE-ORCL-USC 1 $9,700.00 $9,700.00 Post Production Support Report(Quarter 1) PoP: 12/1/2022 through 11/30/2024 2 9891-27187 MSTATE-ORCL-USC 1 $9,700.00 $9,700.00' Post Production Support Report(Quarter 2) CL PoP: 12/1/2022 through 11/30/2024 3 9891-27188 MSTATE-ORCL-USC 1 $9,700.00 $9,700.00 Post Production Support Report(Quarter 3) U) I PoP: 12/1/2022 through 11/30/2024 4 9891-27189 MSTATE-ORCL-USC 1 $9,700.00 $9,700.00' Post Production Support Report(Quarter 4) PoP: 12/1/2022 through 11/30/2024 5 9891-27190 MSTATE-ORCL-USC 1 $9,700.00 $9,700.00 Post Production Support Report(Quarter 5) PoP: 12/1/2022 through 11/30/2024 0 6 9891-27191 MSTATE-ORCL-USC 1 $9,700.00 $9,700.00' Post Production Support Report(Quarter 6) 0 PoP: 12/1/2022 through 11/30/2024 7 9891-27192 MSTATE-ORCL-USC 1 $9,700.00 $9,700.00 Post Production Support Report(Quarter 7) PoP: 12/1/2022 through 11/30/2024 �y 8 9891-27193 MSTATE-ORCL-USC 1 $9,700.00 $9,700.00' Post Production Support Report(Quarter 8) 0 PoP 12/1/2022 through 11/30/2024 U Total $77,600,.00 c� E11E_T CONFIDENTIAL Flat e.=r 1 of Packet Pg. 894 C.23.b Ot..i fe,: 5120664 )��pp RefeirellnA e,: 1726988 Price QuotationDate,: 10/24/2022 CL T ICH,E,14 T 4, t.70„°KFOHVY l.:xlplilres: 11/30/2022 Z l::11....11 lFla irf:lNo Contract ct: V..Yin t:lFlidce E:::xf:. lFlidce ----------------------------------------------------------------------------------------- E Contract Serial No. 180233-001 U Contract Expires: 11/30/2023 UEI - F1N2KDGBDTU8 Federal ID #: 54-1599882 FOB: Destination Terms: Net 30 (On Approved Credit) DLT accepts VISA/MC/AMEX Ship Via: Fedex Ground/UPS 0 THIS QUOTE IS SUBJECT TO THE TERMS AND CONDITIONS OF CONTRACT SERIAL NUMBER 180233. CUSTOMER IS DIRECTED TO INCORPORATE (BY REFERENCE)THIS QUOTE IN ANY RESULTING TASK/DELIVERY ORDER OR AWARD. THE TERMS OF THE AFOREMENTIONED CONTRACT ARE THE ONLY CONTROLLING TERMS AND ANY TERMS OR CONDITIONS CONTAINED IN AN ORDER, AWARD OR OTHER INSTRUMENT OF BUYER, WHICH ARE IN ADDITION TO OR INCONSISTENT WITH ANY OF THE TERMS OR CONDITIONS CONTAINED IN THOSE REFERENCED HEREIN, SHALL NOT BE BINDING ON DLT OR ITS MANUFACTURERS AND SHALL NOT APPLY UNLESS SPECIFICALLY AGREED TO IN WRITING BY DLT. CPARs requests should be sent to the attention of AJ Ezersky at cpars@dlt.com. PI,,,,,,EASE F" jE J"]�` A Cit DLT Solutions, LLC iMlail DLT Solutions, LLC e) �' .A.Y.M. .,°;°; 1........� ..............I° Bank of America P.O. Box 743359 U) ABA#111000012 Atlanta,GA 30374-3359 Acct#4451063799 6 Customer orders subject to applicable sales tax. Documentation to be submitted to validate Invoice for payment: a. Authorized Services shall be invoiced with a corresponding time report for the period of performance identifying names, days, and hours worked. , b. Authorized reimbursable expenses shall be invoiced with a detailed expense report, documented by copies of supporting receipts. c. Authorized Education or Training shall be invoiced with a Report identifying date and name of class completed,and where applicable the name of attendees. The Quote Number referenced above incorporates Oracle's Technical Support Policies located at: http://www.oracle.com/us/support/policies/index.htm1. Issuance of an order pursuant to this quote is acknowledgement and acceptance of these terms and conditions. Please reference and incorporate this Quote Number on your purchase order. E E U) 0 U E c� E:11E_T CONFIDENTIAL Flak e:;2 of 2 Packet Pg. 895 0jJDXT 1 ffffffffffffffl A TECH DA64 COMPANY September 20, 2022 CL Alan MacEachern Monroe County, FL E 0 O r a� III��� III iii il� il�°°nfr III iii��.���d III y°il�,,i� ��� 'S���it �tio,iii�,, III Ill�iii IIb i �,,,m DLT Quote: 512o664 i. Description of Services and Deliverables C A. Services Oracle will provide You with the following Services related to Your implementation of the Oracle Public Sector Compliance and Regulation module("Compliance and Regulation")and Your Oracle Policy Automation ("OPA"), deployment. Specifically, Oracle will assist with planning for and executing upgrades, understanding of new features and functionality and howCL to deploy new functionality. Such Services shall be limited to u to forty-two 2 hours per P Y Y� P Y- (4 ) P quarter for up to eight(8)quarters.Any portion of the quarterly hours not used within the relevant quarter will expire at the end of such quarter; any unused amounts are non-refundable and are forfeited upon expiration. U) i Services included in the scope of this exhibit are: i. Planning and coordination of services to be completed quarterly; 0 2. Guidance and assistance with process and procedures around quarterly upgrades, including testing; 3. Review,training, and demonstration of new product features and functions; 4. Guidance with product direction and configuration changes and enhancements- S.Assistance with configuration issues and requests; E 6.Assistance with reports and dashboards; 7. Creation and delivery of eight(8) Post Production Support Reports provided electronically every quarter,which will include the following details of work provided to You during that 0 period: a.Tasks worked, E b. Resources that worked on those tasks, c. Hours worked, E d. Hours remaining, and e. Synopsis of the outcomes related to the tasks. 8.Additional product training as mutually agreed to in writing; and g. Preparing quarterly post production support reports. 0 U B. Deliverables E Services performed by Oracle under this exhibit shall be for the purpose of providing the following deliverables: r IIIIIIIIIIIIIIIIIIIII r q I I !!!!!!!!!!!!!!!!!!!!! r I I I I I I I I / IIIIII / I I II I. I II I I II I I�� IIIIII II� IIII�II tl II ffffff I l� 9 I II 0jJDXT 1 ffffffffffffffl A TECH DA64 COMPANY No. Deliverable Name Deliverable Description CL z Post Production The report provided electronically every quarter outlining the details of post production Support Report support work provided during that period,as described in Section z.A.7 above. y 2. Acceptance of Deliverables E Upon completion of any deliverable set forth in Section 1.13 above, Oracle shall provide a copy E 0 to You and demonstrate that the deliverable conforms to its description upon Your request. If U the deliverable does not conform with its description,You shall have three(3) business days after Oracle's submission of the deliverable ("acceptance period")to give Oracle written notice specifying the deficiencies in detail. Oracle shall use reasonable efforts at no cost to You to C promptly cure any such deficiencies and, after completing such cure, Oracle shall resubmit the deliverable for Your review within a new acceptance period. Upon accepting any deliverable, 0 You shall provide Oracle with written acceptance of such deliverable. If You fail to provide written notice of any deficiencies within the acceptance period, such deliverable shall be deemed accepted at the end of the acceptance period. 3. Fees, Expenses, and Taxes CL A. You agree to pay Oracle the fee specified below for the Services and deliverables in this exhibit. This fee does not include expenses or taxes. Upon completion of a milestone,the corresponding fee for such milestone specified below becomes due and payable and Oracle shall thereafter invoice, and You shall pay, such fee;this payment obligation shall become non- �sl cancelable and the sum paid non-refundable on such completion date.A milestone is completed once all the deliverable(s) under such milestone are accepted, or deemed accepted, in accordance with Section 2(Acceptance of Deliverables)above. No. Milestone Milestone Fee 1 Post Production Support Report $9,700.00 Quarter 1 2 Post Production Support Report $9,700.00 Quarter 2 3 Post Production Support Report $9,700.00 0 Quarter 3 4 Post Production Support Report $9,700.00 Quarter 4 0 5 Post Production Support Report $9,700.00 E Quarter 5 6 Post Production Support Report $9,700.00 Quarter 6 U) C 7 Post Production Support Report $9,700.00 0 Quarter 7 8 Post Production Support Report $9,700.00 0 Quarter 8 c� Total Fixed Fee $77,600.00 IIIIIIIIIIIIIIIIIIIII «IIIIIII«II r q I I !!!!!!!!!!!!!!!!!!!!! r I I I I I I I I III I III / I I I � I I II I I II I I�� IIIIII II� IIII�II tl II ffffff I l� 9 I II 0JJDXT 1 ffffffffffffffl A TECH DA64 COMPANY 4. Project Management CL You and Oracle each agree to designate a project manager who shall work together to facilitate 2 0 an efficient delivery of the Services.Your project manager shall have the authority to approve Services on Your behalf. Oracle shall have the sole right to exercise direct control and supervision over the work assignments of Oracle resources. E S. Your Cooperation. Subject to the terms in the Policies,the following obligations apply in E addition to those in the Policies: U A. Assign and provide one point of contact to request work from Oracle staff via Oracle point of contact. 6. Project Assumptions. A. Electronic delivery of the Post Production Support Report each quarter will indicate to Your 0 project manager the completion of support for that quarter. B. The parties acknowledge and agree that the performance of Services does not require or involve the processing of personal data. C. A formal request process will be established whereby You can request Services from Oracle as part of this engagement; however, Oracle will have no obligation to perform such requested Services except pursuant to the change control process in accordance with section B.S. of the CL ordering document. D. Oracle will provide an overview of each release prior to its release into production suggesting features and functions that You may utilize. U) U) i 0 E 0 E E U) a 0 U 4i E c� «IIIIIII«II��r IIIIIIIIIIIIIIIIIIIII r q !!!!!!!!!!!!!!!!!!!!! r I I I I I I I I / IIIIII / I I II I. I II I I II I I�� IIIIII II� IIII�II tl II ffffff I l� 9 I II