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HomeMy WebLinkAboutFCS-14-166 - E14-085 Consultant Services - Project Management Services REPORT TO: Committee of the Whole DATE OF MEETING: 2014-09-15 SUBMITTED BY: Larry Gordon, Director of Supply Services, 519-741-2200 ext. 7214 PREPARED BY: Larry Gordon, Director of Supply Services, 519-741-2200 ext. 7214 WARD(S) INVOLVED: N/A DATE OF REPORT: 2014-09-05 REPORT NO.: FCS-14-166 SUBJECT: E14-085 – Consultant Services – Project Management Services ___________________________________________________________________________ RECOMMENDATION: That Expression of Interest E14-085 – Consultant Services – Project Management Services, be awarded to SJH Consulting Inc., Oshawa, Ontario at their estimated fee of $584,510.08, plus H.S.T. of $75,986.31, for a total of $660,496.39, based on a satisfactory contract being negotiated and an upset fee being established. BACKGROUND: Council approved SAP Customer Relationship & Billing (SAP) as the replacement for the existing Customer Information System (CIS) as part of the 2014 budget process. CIS is a critical application used at the City of Kitchener to manage and bill over a half billion dollars of revenue in property tax and utilities annually. An external assessment of CIS concluded that the existing application is approaching the end of its lifecycle and cannot be sustained. Council's final decision to replace the aging CIS system with SAP resulted from four years of detailed analysis and extensive discussions with Council, which included: • An external assessment of CIS leading to Council direction to pursue due diligence on the acquisition of SAP tax and utility solutions to replace CIS in 2010 • Further detailed research into SAP solutions and other alternatives from 2011 to 2013 • Definition of business requirements and the fit with SAP through a “mini-blueprinting” process in 2012, based on an Expression of Interest process awarded by Council • Findings and recommendations presented through three staff reports and a budget issue paper in 2012 and 2013 City staff issued an Expression of Interest on August 1, 2014 for Consultant Services - SAP Project Management. The project management function reports to the City Project Sponsor and has overall responsibility for project execution, quality, schedule and deliverables. Additional key responsibilities include providing leadership to City staff assigned to the project, building strong 1. vii. - 1 relationships and maintaining constant communication with key project stakeholders across the organization, and managing the Systems Integrator. It is necessary to retain an external project manager due to the lack of in-house experience in project managing the end-to-end implementation of Enterprise-grade applications on this scale, and SAP Customer Relationship and Billing in particular. Having a project manager acting for the City with in-depth experience and knowledge is a core risk management strategy for the project, to ensure that the City’s time, cost and quality goals will be achieved. The project budget represents the total estimated cost for the implementation project, including systems integration fees, project management and change management fees, software and hardware costs, staff secondments to the project team, contingency, HST, and other charges. The purchase price for the SAP software was approved by Council on June 16, 2014 and the systems integration services was awarded, subject to a satisfactory contract being negotiated, to Capgemini by Council on August 25, 2014. Tenders/proposals for hardware and other project components will be brought to the Committee of the Whole for Council's approval in the future. REPORT: In accordance with Chapter 170 of the Municipal Code pertaining to the Selection of Professional Services/Consultants, a Consultant’s Review Committee was established consisting of D. Chapman, Deputy CAO & City Treasurer (Finance and Corporate Services), J. Evans, Director of Revenue & Deputy City Treasurer, A. Ahkoon, Manager, Enterprise Resource Planning, S. Rudak, Buyer and L. Gordon, Director of Supply Services. Expressions of interest were advertised publicly on the City of Kitchener website and on the internet through the Ontario Public Buyers Association Electronic Tendering Information System relative to this project. Documents were downloaded by thirty (30) interested parties, and by the closing date of Friday August 15, 2014, eight (8) responses had been received. The review committee met on Thursday August 21, 2014, to review the submissions and a shortlist of three (3) candidates was selected for further interviews. The Committee met on Tuesday September 2, 2014 to interview the shortlisted candidates. The Committee elected to award the project to SJH Consulting Inc., Oshawa, Ontario. The Committee rated consultants on the following criteria: • 8-10 years experience managing large system implementation projects • SAP Implementation experience • Experience building stakeholder relationships across all levels of the organization • Experience managing vendor relationships and working collaboratively with vendor Project Manager • Experience presenting to senior executive-level management • Municipal/Public Sector experience • Understanding of task to be completed • Recent public sector experience • Proposed project team • Cost of Consultant’s fees • Effectiveness of presentation/interview 1. vii. - 2 A listing of the responding parties follows for your reference: Modis Toronto ON Ouest Business Solution Inc. Toronto ON Prior & Prior Associates Ltd. Markham ON PROEX Inc. Toronto ON Raysa Enterprises Inc. Richmond BC Group Sapergy Consulting Inc. Montréal QC SJH Consulting Inc. Oshawa ON The Createch Group Mississauga ON ALIGNMENT WITH CITY OF KITCHENER STRATEGIC PLAN: Theme: Financial Management Strategic Direction: Ensure responsible use of public funds within a supportive policy framework. The City of Kitchener’s purchasing policies and practices ensure openness, fairness and transparency in the procurement of goods and services. 1. vii. - 3 FINANCIAL IMPLICATIONS: The net cost for this expression of interest (A), is fair and reasonable for a purchase of this scope and the upset limit is within the budget allowance (B) provided within the budget. Funding for this purchase is included within the approved capital budgets. The estimated surplus (D) will remain within the SAP Implementation Project budget, and will be used to fund future phases of this project. Expression of Interest E14-085 Project Management Services for SAP Implementation Project The total budget for all phases of this project is $19,912,661.00 Estimated Cost for this Phase of Work Expression of Interest E14-085 costs including HST 660,496.39 less: HST rebate on tender (65,698.90) Net Cost Being Awarded 594,797.49 A Costs Incurred to Date - Total Estimated Cost for this Phase of Work 594,797.49 C Budget for this Phase of Work Contribution from Revenue 83,646.08 Gas Utility 316,660.16 Sanitary Utility 65,721.92 Stormwater Utility 65,721.92 Water Utility 65,721.92 Total Budget for this Phase of Work 597,472.00 B Estimated Surplus/(Deficit) for this Phase of Work (B - C) 2,674.51 D COMMUNITY ENGAGEMENT: INFORM - Potential vendors are informed of bid opportunities through the public posting of bid documents as outlined in the City’s Purchasing By-Law. Vendors, local media and the general public are informed of purchasing recommendations to Council through the public reports which are included with the Council agenda the week prior to the Council meeting. ACKNOWLEDGED BY: Dan Chapman, Deputy CAO & City Treasurer, Finance and Corporate Services 1. vii. - 4