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SR 04-25-2017 3C Ci ty Council Report City Council Meeting : April 25, 2017 Agenda Item: 3.C 1 of 6 To: Mayor and City Council From: Joseph Cevetello, Chief Information Officer , Information Systems Department, Web Development Subject: First Modification to Software License Agreement for Open Data Platform Recommended Action Staff recommends that the C ity Council authorize the City Manager to negotiate and execute a first modification to agreement #4006 in an amount not to exceed $111,264 with Socrata, Inc., a Delaware -based company, for licensing related to the City’s open data platform and the sustain ability performance portal. This recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.080 (a) and is for a total amount not to exceed $216,264 with future year funding contingent on Council budget approval. Executive Summary Santa Monica maintains one of the highest ranked open data programs in the country, providing proactive and timely data transparency to the public since 2014. At the core of the City’s program is an open data portal/platform provided by Socrata, Inc. (Socrata). The platform allows data to be represented in its raw form, empowering users to conduct meaningful analysis and/or create visualizations of City data. The term of the City’s agreement with Socrata for open data platform services e nds in May 2017. To maintain business continuity, staff recommends modifying the agreement to extend the term for an additional two years. In addition to extending the contract term, staff would like to expand the scope of the contract services to incorp orate the Socrata Open Performance product, a service currently used by the City to publicly set and track the City’s sustainability goals. This modification would consolidate the two Socrata services into one master agreement. At this time, staff recomm ends modifying the agreement with Socrata to extend contract term for two additional years and expand the scope of services for a total amount of $111,264, resulting in a new total contract amount not to exceed $216,264. Background On May 8, 2014, the Cit y entered into an agreement with Socrata for use of Socrata Open Data for an initial term of three years, at a total cost not to exceed $105,000. The agreement has been managed by the Information Systems Department. Since that time, other City divisions have initiated the use of additional Socrata services. The 2 of 6 Community and Cultural Services Department published the Cradle to Career 2014 Youth Wellbeing Report Card (no longer online) using Socrata’s Open Performance product in 2014. The Office of Sustai nability and the Environment currently uses the same product to publicly set, track and publish the City’s sustainability goals The City’s Sustainable City Plan dashboard is accessible via https://data.sustaina blesm.org . Administrative Instruction 4 -20 (Open Data) governs the City’s open data program. The Administrative Instruction defines protected data types which are restricted from the data portal, and defines the process departments must go through to pl ace new datasets into the portal. Santa Monica maintains one of the nation’s top open data programs as reported by the US Cities Open Data Census. The City’s open data portal, accessible via data.smgov.net, was launched to proactively provide public acce ss to City -housed data. Extending the Socrata services for an additional two years would allow the City to continue to provide data to the public through the City’s open data portal, while giving staff time to prepare for a competitive process to evaluate all options available in the open data platform market. Discussion The City has a long history of proactively providing data to the public. However, prior to the current open data portal’s launch, the City was heavily reliant on using Portable Document F ormat (PDF) documents to share data with the public. This file format, which provides an electronic image of text and graphics that look like a printed document, limits the manner in which people and applications could interact with City data to conduct me aningful analysis and/or develop software applications. In May 2014, the City entered into an agreement with Socrata, Inc. to provide open data hosting capabilities. At the time of selection, Socrata was the only open data provider capable of delivering t he functionality, interoperability, and user experience deemed acceptable by the City. In particular, Socrata was the only provider at the time that allowed end -users to create their own data visualizations. Moreover, Socrata had then 3 of 6 and still maintains today a large foothold in the open data software space. Socrata customers include the Cities of New York, Chicago, Boston, Los Angeles, San Francisco, and Seattle. The Socrata platform presents data in its raw form, allowing users to conduct meaningful a nalysis and/or create visualizations of City data. Moreover, the Socrata open data platform comes ready with an Application Programming Interface (API) that allows computer programs to automatically place data into, and retrieve data out of, the City’s ope n data portal. Staff have used the API capability to automatically update data within the portal from internal City systems. External users of the site have used the Socrata API to create their own applications using City data. External (i.e. public) users of the site are able to download and/or view data from the Socrata product; only authorized staff have the ability to delete or modify data. Usage of the open data portal has grown steadily over time - the portal has received over 1.3 million views since being launched. Traffic to the page more than doubled in 2016 as compared to prior year. Annual views count trends for data.smgov.net. Additionally, the number of available objects on the open data portal has grown. At 4 of 6 inception, the open data portal was preloaded with 69 objects (datasets, maps, charts, graphs, etc.). Today there are 110 objects available on the site for the public and staff to interact with. City staff have loaded in excess of 125 million rows of data into the aforementioned 110 o bjects. The City would like to extend the agreement with Socrata for an additional two years in order to continue open data operations as they exist today and expand the scope of services to include Socrata’s Open Performance product . Alternatives  The C ity may elect to extend the current agreement by one year. During the one - year extension, staff may gather requirements for a comprehensive open data and public -facing performance management portal. Namely, staff may have sufficient time to fold in perform ance management requirements as the City’s performance management framework is currently in its infancy, and firm requirements do not exist to allow for a competitive bidding process to take place. Staff believes that a two -year extension provides suffic ient flexibility for the City to develop comprehensive open data and performance management software requirements, while continuing to provide a sound open data platform to meet the current needs of City staff and the public alike. In addition to providin g features and functions sought by staff and the public, Socrata’s standing as an industry leader creates opportunities for City staff to interact with other open data industry leaders, such as New York and Chicago, to help strengthen the City’s program. Staff recommends that the City extend the current agreement with Socrata for an additional two years to continue open data operations as they exist today. Before the new term expires, s taff will define requirements for the development of an RFP, evaluate all options available in the market for open data platforms and public -facing performance management suites and conduct a competitive bidding process for the procurement of a software solution moving forward. 5 of 6 Vendor/Consultant Selection In May 2014, the City entered into an agreement with Socrata to provide robust open data hosting capabilities. The agreement was entered into as an exception to the competitive process because the Socrata Open Data service is copyrighted, patented, or otherwise only avail able through Socrata. At the time, Socrata was the only open data provider capable of delivering the functionality, interoperability, and user experience deemed acceptable by the City. In particular, Socrata was the only provider that would allow end -user s to create their own data visualizations. Moreover, Socrata had then and still maintains today a large foothold in the open data software space. Many large, complex organizations utilize Socrata to power their open data portals. Socrata customers includ e the Cities of New York, Chicago, Los Angeles, San Francisco, and Seattle. Financial Impacts and Budget Actions The contract modification to be awarded to Socrata, Inc. is $111,264, for an amended contract total not to exceed $216,264. Funds are availab le in the FY 2016 -17 and FY 2017 -18 budget in the Information Systems Department. The modification will be charged to account 01247.533580. Future year funding is contingent on Council budget approval. Prepared By: Behrang Abadi, Web Development Manager Approved Forwarded to Council 6 of 6 Attachments: A. Attachment A - Oaks Initiative Form Reference:       Modified  Agreement  No. 10452   (CCS)