SUBJECT:
title
Approval of a resolution authorizing the President & CEO, or his designee, to finalize and execute a contract with California Creative Solutions for a Data Warehouse and Business Intelligence (DWBI) system and implementation services for a base period of two (2) years with eight (8) one-year option periods and 20% contingency in an amount not to exceed $8,795,938.
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FISCAL IMPACT:
Funding for this action is available in the FY2022 Capital Budget
STRATEGIC PLAN:
Strategic Goal Alignment:
☒ 1. Internal/External Customer Service Excellence ☒ 2. Stakeholder Engagement
☒ 3. Financial and Environmental Sustainability ☒ 4. Staff Development ☐ 5. Agency Growth Management
Strategic Objectives:
☒ 1.1 Safety & Risk ☒1.2 Continuous improvement ☒ 1.3 Dynamic Change
☒1.4 Culture of Innovation ☐2.1 Be an Employer of Choice ☒2.2 Organization Development
☐2.3 Organization Culture ☒3.1 Resource optimization ☐3.2 Safety Culture
☒3.3 Environmental Leadership ☐4.1 Educate & Call to Action ☒4.2 Build Partnerships
☒4.3 Value of Transit ☐4.4 Project Connect
EXPLANATION OF STRATEGIC ALIGNMENT: The Data Warehouse and Business Intelligence (DWBI) system will transition our successful DWBI pilot to an enterprise wide DWBI capable of automating many of the manual process. The system will have the tools and ability to support all aspects of the strategic plan by giving the public and staff insight into operational and financial performance as well as security, safety, and risk management. The DWBI system aligns with the strategic priority of providing High Quality Customer Experience by empowering CapMetro staff with greater insights into on-time performance, ridership, customer satisfaction, Net Present Score (NPS), injury and accident rates. This insight will enable CapMetro to provide intuitive, consistently reliable, and safe services that meet the needs of the community. The DWBI system aligns with the strategic priority of Stakeholder Engagement by providing operational and financial performance data and dashboards to the community to better understand and partner with the agency for improvement of Central Texas transit needs. The DWBI system aligns with the strategic priority of Sustainability by empowering CapMetro staff with greater insight into performance indicators, financial information including expense and revenue. This insight will assist CapMetro in improving financial, environmental and safety environments. The DWBI system aligns with the strategic priority of Staff Development by providing staff with cutting-edge data analysis and mining tools and technology to support the agency’s operational, financial and growth needs.
BUSINESS CASE: The current Data Warehouse and Business Intelligence (DWBI) system was implemented as a pilot project in early 2019 to provide five public-facing performance dashboards related to Customers (Ridership), Safety, Reliability, Finance and Route Performance. Capitalizing on the success of this initial data warehouse and business intelligence, Capital Metro is building a solution which will scale to analyze, extract, transform, load, and offer business intelligence using a wide variety of internally and externally sourced data. In September 2020 the Board awarded a contract to Keyrus for professional consulting services to assist in the development of the overall strategy, solution, and timeline for implementation of a DWBI system. Keyrus helped determine the requirements, guided us through procurement, product selection and will provide project management and technical oversight during project implementation. This current resolution is for a system integrator who will implement the technologies needed and build the DWBI solution based on the scope, working with Capital Metro staff and Keyrus in a collaborative manner. The new system will allow more flexible access to business information, streamline business processes, increase efficiencies, improve business analytics and system accessibility.
COMMITTEE RECOMMENDATION: This item will be presented to the full board on December 17, 2021.
EXECUTIVE SUMMARY: : Capital Metro will be implementing a new DWBI system to build upon the pilot system using modern technologies and methodologies. To help ensure that Capital Metro procures a best-fit system that meets the current and future business needs of the agency and to ensure that it is implemented most effectively, Capital Metro will be procuring the technology and services of a DWBI system integrator. The technology included with the contract will address all Capital Metro and public user DWBI needs. The implementation services will examine our business needs and deliver a fully functional system to include migration of data, training, organizational adoption, as well as ongoing managed services for maintenance and support.
DBE/SBE PARTICIPATION: The SBE goal is 4%. The prime contractor will exceed the goal utilizing the following SBE subcontractor:
|
SBE Subcontractor |
Race/Gender |
Services/Products |
SBE Responsive |
|
Project Balance LLC Austin, TX |
Caucasian/ Female |
Software Services and Integration |
40% |
|
|
|
|
40% |
PROCUREMENT: On 7/9/2021, a Request for Proposals was issued and formally advertised. By the closing date of August 23, 2021, seven (7) proposals were received. The evaluation team used the following factors in the evaluation of proposals: (1.) The offeror’s ability to meet requirements as defined in Exhibit F, Scope of Services and Compliance Matrix, (2.) The qualifications and experience of the firm and proposed project staff including recent experience (within the last 5 years) of project team members in implementing core modules, emphasizing public sector and transportation organizations, and (3.) The offeror’s project approach, methodology and work plan to meet the requirements defined in Exhibit F, Scope of Services and Compliance Matrix.
The proposal from California Creative Solutions was determined to be the best value to the Authority, price and other factors considered. The contract is a fixed price contract. The term of the Contract is for a base period of two (2) years with eight (8) one-year option periods and 20% contingency for managed services, licensing, and support as follows:
|
TOTAL BASE PERIOD - (CONTRACT YEAR 1 and CONTRACT YEAR 2) |
$4,041,935.20 |
|
TOTAL OPTION PERIOD 1 - CONTRACT YEAR 3 |
$384,883.00 |
|
TOTAL OPTION PERIOD 2 - CONTRACT YEAR 4 |
$391,627.15 |
|
TOTAL OPTION PERIOD 3 - CONTRACT YEAR 5 |
$398,708.51 |
|
TOTAL OPTION PERIOD 4 - CONTRACT YEAR 6 |
$406,143.93 |
|
TOTAL OPTION PERIOD 5 - CONTRACT YEAR 7 |
$413,951.13 |
|
TOTAL OPTION PERIOD 6 - CONTRACT YEAR 8 |
$422,148.69 |
|
TOTAL OPTION PERIOD 7 - CONTRACT YEAR 9 |
$430,756.12 |
|
TOTAL OPTION PERIOD 8 - CONTRACT YEAR 10 |
$439,793.93 |
|
Sub-Total |
$7,329,947.65 |
|
20% CONTINGENCY |
$1,465,989.53 |
|
GRAND TOTAL |
$8,795,937.18 |
RESPONSIBLE DEPARTMENT: Imagination, Research and Innovation
body
RESOLUTION
OF THE
CAPITAL METROPOLITAN TRANSPORTATION AUTHORITY
BOARD OF DIRECTORS
STATE OF TEXAS
COUNTY OF TRAVIS
AI-2021-150
WHEREAS, the Capital Metropolitan Transportation Authority Board of Directors and Capital Metro management endeavor to Implement and enhance its Data warehouse and Business Intelligence (DWBI) Analytics and Decision-making platforms; and
WHEREAS the Capital Metropolitan Transportation Authority Board of Directors and Capital Metro management recognize the need to procure and implement a best-fit DWBI solution that will provide improved functionality to meet current and future business growth.
NOW, THEREFORE, BE IT RESOLVED by the Capital Metropolitan Transportation Authority Board of Directors that the President & CEO, or his designee, is authorized to finalize and execute a contract with California Creative Solutions for a Data Warehouse and Business Intelligence (DWBI) system and implementation services for a base period of two (2) years with eight (8) one-year option periods in an amount not to exceed $8,795,938, which includes a 20% contingency.
____________________ Date: ____________________
Secretary of the Board
Eric Stratton