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SR-101-003-02 (2) Council Meeting: April 12, 2005 Santa Monica, California TO: Mayor and City Council FROM: City Staff SUBJECT: Contract Amendment with Valley Oak Systems, Inc. for an Upgraded Risk Management Information System Introduction This report recommends that the City Council authorize the City Manager to negotiate and execute an amendment to Agreement 7482 (CCS) with Valley Oak Systems, Inc. to upgrade the City’s risk management information software system for amounts not to exceed $30,000 for software license fees and $160,000 for extended maintenance fees for a period of five years. In total, the cost of the amendment will not exceed $190,000 for a five-year period. Background In April 1999, the City Council approved the purchase of a liability software application system to provide critical claims processing, financial analysis, safety and budgeting information for the City’s self-insurance programs. In November 2000 the City Council approved the purchase of additional software modules in order for City staff to administer workers’ compensation benefits and meet all regulatory and financial record keeping requirements. 1 The proposed second modification will enable the City to upgrade the risk management information system to a browser-based product, increasing functionality and system efficiency and reducing internal support requirements. The cost for the software license will be a one-time increase of $30,000. In addition, software maintenance will be $28,547 for the first year. Thereafter, the maintenance cost will increase by a maximum of five percent annually over a period of four years. Software maintenance fees are based on the browser-based product, coupled with the number of user licenses issued, modules being used and system interfaces. Budget/Financial Impact Funds totaling $30,000 for software license fees and $28,547 for the first year software maintenance fees are to be charged to the following accounts: 59235.522090 (miscellaneous costs): $29,500, 56232.522090 (miscellaneous costs): $12,500, 57233.522090 (miscellaneous costs): $12,500, 58234.522090 (miscellaneous costs): $4,047. The annual maintenance fee costs will be included in future year budgets. The total costs for the five-year period will not exceed $160,000. 2 Recommendation It is recommended that the City Council authorize the City Manager to negotiate and execute a contract amendment with Valley Oak Systems, Inc. in amounts not to exceed $30,000 for software license fees and $160,000 for extended software maintenance fees for a period of five years. Prepared by: Tom Phillips, Risk Manager Jory Wolf, Chief Information Officer Reference Contract No. 7482 (CCS). 3