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2020/11/23 NextRequest Amendment 1 - Electronic Public Records RequestDocuSign Envelope ID: 234E9D9F-B37F-4EDB-ABE6-15DE6D3E75CF AMENDMENT NO. 1 TO AGREEMENT BETWEEN NEXTREQUEST AND THE CITY OF MENIFEE FOR CITY OF MENIFEE: ELECTRONIC PUBLIC RECORDS REQUEST (PRA) MANAGEMENT SYSTEM This is Amendment No. 1 to that certain AGREEMENT for Professional Services Agreement ("Agreement") made on by and between the City of Menifee ("City") and NEXTREQUEST ("Consultant") for CITY OF MENIFEE: ELECTRONIC PUBLIC RECORDS REQUEST (PRA) MANAGEMENT SYSTEM which Amendment is made and entered into on November 23, , 2020 to extend the term of service and compensation amount as indicated below: 1. Section 1.1, "Term of Services" is amended to read as follows: 1.1 Term of Services. The term of this Agreement shall begin on December 18, 2019 and shall end on November 30, 2021 unless the term of the Agreement is otherwise terminated or extended as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City's right to terminate the Agreement, as provided for in Section 8. 2. Section 2, "Compensation" is amended to read as follows, increasing the contract amount by: $8,662.50 (EIGHT THOUSAND SIX HUNDRED SIXTY TWO DOLLARS AND FIFTY CENTS) Section 2. City hereby agrees to pay Consultant a sum not to exceed $19,112.50 (NINETEEN THOUSAND ONE HUNDRED TWELVE DOLLARS AND FIFTY CENTS) notwithstanding any contrary indications that may be contained in Consultant's proposal, for services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Exhibit A, regarding the amount of compensation, this Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized in advance by City, Consultant shall not bill City for duplicate services performed by more than one person. 3. All other terms and conditions of the Agreement remain in full force and effect. DocuSign Envelope ID: 234E9D9F-B37F-4EDB-ABE6-15DE6D3E75CF CITY OF MENIFEE DocuSigned by: °�� rma07 nd691tVilla, City Manager Attest: DocuSigned by: S22T7rCS- araaTVanwaring, City Clerk Approved as to Form: DocuSigned by: I: "") Gf� a+tb" Je rey e ching, City Attorney NEXTREQUEST DocuSigned by: e'6VBnky2Gibbs, COO/Co-Founder DocuSigned by: n/ I IA. V Rd ndf&w"M611436o-founder/board member/CTO Professional Services Amendment No. 1 with NEXTREQUEST DocuSign Envelope ID: 234E9D9F-B37F-4EDB-ABE6-15DE6D3E75CF Maritsa Ramirez From: Margarita Cornejo Sent: Monday, November 9, 2020 10:50 AM To: Maritsa Ramirez Subject: FW: Agreement Review Request: Professional Services Agreement Amendment No. 1: NextRequest (PRA Electronic Software) Attachments: 2021 CC- AMEND. NO. 1 PROFESSIONAL SERVICES AGREEMENT (NEXTREQUEST) (PRA).docx From: Margarita Cornejo Sent: Monday, November 9, 2020 10:50 AM To: Jeffery T. Melching <jmelching@rutan.com> Subject: Agreement Review Request: Professional Services Agreement Amendment No. 1: NextRequest (PRA Electronic Software) Good Morning Jeff, Attached for your review is the proposed Professional Services Agreement Amendment No.1 with NextRequest for Electronic Public Records Request (PRA) Management System. This agreement request is from the City Clerk's Office. Can you please review and advise if this is ok to start routing for signatures or will require any changes? Thank you again! Margarita Cornejo Financial Services Manager Finance Department City of Menifee 29844 Haun Road Menifee, CA 92586 !*Please note our new location!) Direct: (951) 723-3716 City Hall: (951) 672-6777 Fax: (951) 679-2568 mcorneio@cityofinenifee.us .hr-_tAJEEE, rs., MENIFEE New. Better; Best. Connect with us on social media: f W n I ifsl 1 DocuSign Envelope ID: 234E9D9F-B37F-4EDB-ABE6-15DE6D3E75CF expstat.rpt 11 /12/2020 1:09PM Periods: 0 through 14 100 General Fund Account Number 100-4113 City Clerk 100-4113-50100 Salaries 100-4113-50150 Auto Allowance 100-4113-50151 Cell Allowance 100-4113-50200 Overtime 100-4113-50300 PERS Retirement 100-4113-50320 Medicare 100-4113-50350 Unemployment Ins. 100-4113-50400 Section 125 Benefit Plan 100-4113-51310 Records Storage 100-4113-51400 Legal Advertising 100-4113-51600 Special Dept Exp 100-4113-52200 Membership & Dues 100-4113-52210 Conference/Mtgs/Mileage 100-4113-52799 Temporary Staffing 100-4113-52800 Professional Services 100-4113-52805 Elections 100-4113-59005 Operating Transfer Out - IT Support Total General Fund Grand Total Expenditure Status Report City of Menifee 7/1/2020 through 6/30/2021 Adjusted Year-to-date Year-to-date Appropriation Expenditures Expenditures Encumbrances 382,398.00 119,548.15 119,548.15 0.00 4,800.00 1,800.00 1,800.00 0.00 900.00 375.00 375.00 0.00 5,000.00 208.27 208.27 0.00 45,493.00 13,671.63 13,671.63 0.00 5,627.00 1,837.82 1,837.82 0.00 2,500.00 766.14 766.14 0.00 105,000.00 28,133.34 28,133.34 0.00 6,800.00 1,959.01 1,959.01 0.00 9,000.00 2,949.10 2,949.10 0.00 4,650.00 721.43 721.43 0.00 3,595.00 1,005.25 1,005.25 0.00 10,150.00 50.00 50.00 0.00 25,000.00 13,067.86 13,067.86 0.00 169,635.66 8,989.53 8,989.53 79,622.13 292,000.00 186.14 186.14 0.00 143,617.00 0.00 0.00 0.00 1,216,165.66 195,268.67 195,268.67 79,622.13 1,216,165.66 195,268.67 195,268.67 79,622.13 Page: 1 Prct Balance Used 262,849.85 31.26 3,000.00 37.50 525.00 41.67 4,791.73 4.17 31,821.37 30.05 3,789.18 32.66 1,733.86 30.65 76,866.66 26.79 4,840.99 28.81 6,050.90 32.77 3,928.57 15.51 2,589.75 27.96 10,100.00 0.49 11,932.14 52.27 81,024.00 52.24 291,813.86 0.06 143,617.00 0.00 941,274.86 22.60 941,274.86 22.60 Page: 1 DocuSign Envelope ID: 234E9D9F-B37F-4EDB-ABE6-15DE6D3E75CF CITY OF MENIFEE SUBJECT: Public Records Response Software System Agreement MEETING DATE: December 18, 2019 TO: Mayor and City Council PREPARED BY: Roxanna Elliott, Records Technician REVIEWED BY: Sarah Manwaring, City Clerk APPROVED BY: Armando G. Villa, City Manager RECOMMENDED ACTION Award a one-year agreement in the amount not -to -exceed $10,450 to NextRequest for software hosting, implementation, maintenance and related services for a Public Records Act Response Software System, and 2. Authorize City Manager to execute up to four additional one-year contract amendments, at the City's discretion, in the not -to -exceed amount of $37,337. DISCUSSION The City currently receives approximately 550 Public Record Act (PRA) requests a year. The number of annual PRA requests received has been increasing each year since incorporation. The City is presently logging and tracking PRA requests in Microsoft Excel. The existing process does not allow the City to efficiently respond to PRAs per the Federal, State, and Local guidelines for Public Records. Currently the City's process is deficient for storing and calculating date requirements, performing document searches, and annual reporting. The existing system does not have a customer -facing portal and has no workflow functionality to allow staff to coordinate a multi -department PRA request. Given the challenges of the existing process, on September 20, 2019, the City issued a Request for Proposals (RFP) #2020-4 for a Public Records Act Response System. The City received four responses to the Public Records Act Response System RFP by the October 14, 2019 deadline, list below. Packet Pg. 547 DocuSign Envelope ID: 234E9D9F-B37F-4EDB-ABE6-15DE6D3E75CF City of Menifee Staff Report Public Records Software System December 18, 2019 Page 2 of 2 Vendor Cost for First Year Cost Over 5 Years Average Score (of 100 possible Points)* NextRequest $10,450 $47,786.47 95.00 GovQA $10,300 $53,100 96.00 MCCI $16,963 $62,049 76.67 Complete Paperless Solutions $33,446 $62,846 51.67 *Scoring was based on RFP evaluation criteria. Following the completion of the scoring, the top two proposals (GovQA and NextRequest) were invited for vendor demonstrations and interviews for final selection. A committee of three staff members from the City Clerk's Department conducted a comprehensive evaluation process that included proposal reviews, vendor demonstrations, interviews, and reference checks. Staff selected NextRequest as presenting the most comprehensive, user -responsive, and effective solution for the City's current and future public record act responsive needs. NextRequest provides a system with a secure customer -facing portal to allow citizens to conduct self-service requests and searches for previously requested records, and receive City generated documents systematically. This supports the City's transparency goals, whereas the public can search, find, request and retrieve documents through the Public Records Request Software. Staff recommends awarding a one-year agreement to NextRequest PRA processing software in the amount of $10,450, and authorizing the City Manager to execute up to four additional one- year contract amendments at the City's discretion in the not to exceed amount of $37,337. NextRequest best meets City needs according to the evaluations performed by City staff. They also meet the City's requirements for a secure public facing portal to provide customers with self-service technology to make requests and check status for PRA requests. Publishing common documents to the portal will streamline service delivery for customers and eliminate publishing duplicate requests. Both City staff and the community will greatly benefit from the functionality offered by NextRequest. FISCAL IMPACT The fiscal impact of awarding a contract to NextRequest is $10,450 for Fiscal Year 2019/20 and is included within available funds, specifically within Account #100-4113-51350 (Software Licensing). The agreement term is for one year with four optional one-year renewals. Should the City elect to renew the software for the optional four years, the additional fiscal impact would be $37,336.47, and would be budgeted within each respective budget year. No additional budget appropriation action(s) is required. ATTACHMENTS AGREEMENT-NEXTREQUEST Packet Pg. 548