Loading...
HomeMy WebLinkAboutTR-17-97 THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON REPORT Meeting: SPECIAL GENERAL PURPOSE AND ADMINISTRATION COMMITTEFile# Bate: March 6, 1997 Res. # Report#:_—TR_J7 97 File#: By-Law# Subject: GEOGRAPHIC INFORMATION SYSTEM IMPLEMENTATION STRATEGY Recommendations: It is respectfully recommended that the General Purpose and Administration Committee recommend to Council the following: 1. THAT Report TR-17-97 be received; 2. THAT the Purchasing By-Law be waived; 3. THAT authorization be granted to award Phase II and III (Data and Software acquisition and installation) for a Geographic Information System to Malone Given Parsons subject to Malone Given Parsons providing a revised bid to reflect revisions to the scope of work as identified below, to be financed from the GIS Reserve; and 4. THAT authorization be granted to purchase hardware requirements from 3C Completer Computer Consultants Inc. BACKGROUND AND RECOMMENDATIONS 1.0 Malone Given Parsons was awarded Phase I of the Proposal Call for Consulting Services for the development of a Geographic Information System (GIS) for the Municipality of Clarington (Attachment "A"). They have been working with a staff committee comprised of representation from all departments, to prepare an implementation strategy. The purpose of this report is to update Council on the status of the project and to seek authorization to proceed to the next stage, specifically the request for proposal for software and installation (original Phase II and III detailed in Attachment "A"). i 1.1 Phase II and III of the proposal was for consultants to guide in the selection process for data and hardware/software acquisition and installation by preparing a Request for Proposal for distribution to potential vendors and assisting in the review and selection process. 1.2 It is recommended that the original Request for Proposal for Phase II and III be revised due to changes in the terms of reference since the original request for proposal was issued. D_ELnD ECYCLE THIS IS PRIMED Q4 REGYGLED PAPER TR-17-97 Page - 2 - 1.3 The major revision proposed to the original Phase II and III is to delete the hardware acquisition component. It is recommended by staff that the Municipality continue in its efforts to maintain the integrity of the computer network and thereby waive the Purchasing By-Law for hardware purchases and remain with the current supplier,3C Complete Computer Consulting Ltd. 1.4 It is recommended that in order to provide consistency in the implementation process that Malone Given Parsons be awarded Phase II and III, subject to a maximum cost of$25,000 (being the original bid provided by Malone Given Parsons when Request for Proposal RPF94-6 was issued). A revised bid is required both due to the changes in the terms of reference as described in paragraph 1.3 above, as well as expiry of their original bid. 2. EXECUTIVE SUMMARY OF THE PHASE I-GIS IMPLEMENTATION STRATEGY Goal GIS technology is one tool to help in managing and integrating information that is required for day-to-day business operations and strategic planning for the provision of services in the Municipality. The goal is to develop an effective information system that will enhance business operation and decision-making in the face of continuing resource constraints. Success Measures The measures of success for the implementation strategy are that: • information is shared and not duplicated by departments • external data from provincial, regional and private sector groups can be effectively integrated • updating effort is minimized • human and financial resources are minimized • there is wide access and timely access to information and applications for all users • the implementation of GIS increases the operational efficiency of departments Data Architecture The central element of the Clarington GIS is a shared data model. This allows various departments to develop data sets which are built to a consistent standard which allows it to be shared across departments and with other organizations such as the Region of Durham, the conservation authorities and school boards. While this requires a time-consuming process to develop consensus on the data structure, the advantages include: • reduced costs for both users and data providers; • more timely and appropriate maintenance procedures; • improved quality of data TR-17-97 Page 3 - A priority for mapping is the production of an accurate parcel base map. The Municipality has the option of building on the Bell Canada mapping project, developing its own mapping with other partners to a higher quality and accuracy or entering into a licensing agreement with Teranet, the public-private company responsible to automate the land registry system. Technology Specifications The proposed technology architecture consists of a UNIX based GIS server with both the GIS software and relational database software. The higher-powered users would work in the GIS software but the majority of users would be connected through the network at the desktop with customs applications developed with the standard desktop tools such as Microsoft Office or Wordperfect Suite. The Windows upgrade will allow for cost-efficient implementation of GIS applications. Management Framework There are a variety of management models for GIS in other municipalities including having GIS as a function of the Information Systems Section, based in one of the individual departments such as Planning or Public Works or managed by an inter-departmental committee. The proposed management framework is that a GIS Committee would provide the best approach given budget constraints and the need to co-ordinate the implementation across all departments. Priority Applications Based on a review of the business functions of various departments, the priority applications for development over the S year implementation are: • General Query and Analysis of Property Related Information • Development Application Tracking System • Input and analysis of information on administrative districts (eg. neighbourhoods, wards, traffic zones) • Facility and Asset Inventories • Routing and Service Allocations Phasing The GIS would be implemented in a phased manner with the initial development and applications in the Planning and Development Department. It will take some time to prepare the mapping and develop the initial applications. The Planning Department also has the technical staff required for the mapping and database development. With initial applications developed, the GIS would be expanded for use across the corporation. Further applications would be developed to meet the business needs of each department. TR-17-97 Page - 4 - 2.1 BUSINESS CASE The costs of the GIS implementation over the proposed implementation schedule are indicated below. PRELIMINARY BUDGET FORECAST 1997 1998 1999 2000 2001 Hardware 40,000 50,000 50,000 20,000 20,000 Software 59,000 15,000 10,000 15,000 10,000 Updates/Maintenance 19,000 22,800 22,800 22,800 Application Development 20,000 20,000 20,000 20,000 20,000 Data Conversion 7,000 10,000 3,000 Training 6,000 5,000 5,000 5,000 5,000 Total 132,000 119,000 110,800 82,800 77,800 Less: Reserve (132,000) (12,000) 0 0 0 Total 0 107,000 110,800 82,800 77,800 Less: Historical Tax Levy 0 (50,000) (50,000) (50,000) (50,000) Commitments Additional Tax Levy Support: 0 57,000 60,800 32,800 27,800 To be requested in future years Capital Budgets The benefits of GIS implementation include increased staff efficiency, increased capability for analysis,improved decision-making and actual expenditure reduction through matter such as the following: • reduction of duplicate data inventory • reduced staff time for responding to inquiries • reduced staff time for public notice • improved staff time for review of local and regional infrastructure facilities • improved analytical capabilities • potential for improved facility location (fire stations, recreation and park facilities) • enhanced billing processes (for matters such as snow clearing) • improved automation of development process • improved linkages to Regional, conservation authority and provincial data The GIS implementation would allow for improved efficiency and increased capability to contain future staff costs. There are significant up-front costs and the real benefits are not realized until three to five years into the implementation. There are also significant on-going efforts to maintain data and there are costs of upgrading hardware and software. However, in a number of these instances, these would be replacing existing systems and processes (eg. mapping is currently updated). TR-17-97 Page - 5 - 3. CONCLUSION The next phase of the implementation is the acquisition and installation of software and hardware. It is recommended that Malone Given Parsons be awarded this phase as discussed above. A request for proposal document will be prepared by the Municipality's consultant in consultation with the GIS Committee. The consultant's experience will be utilized to develop the technical requirements and evaluation criteria. Product demonstrations would be undertaken. Because GIS software is so specialized, it is suggested that the software be selected first to ensure that the hardware selection will fully support the software system. It is recommended that the Purchasing By-Law be waived for the purchase of the hardware consistent with current practice to maintain the integrity of the network and that the Municipality's computer consultant,3C Complete Computer Consulting Ltd.be utilized. Staff are seeking authorization to proceed on this basis. Funds for the initial stages of this work have been approved in prior years capital budgets and set aside in the GIS Reserve Account. The acquisition of suitable parcel base mapping is also critical. Staff are working with the Region and other parties for a joint licence agreement with Teranet. Assuming that the negotiations can be successfully completed,funds from the 1996 Planning consulting account will be carried forward for this acquisition via the 1996 Treasury year end transfer report. Respectf y submitted, Reviewed by, arie A. Marano, H.BSc.,A.M.C.T., W.H. Stockwell, Treasurer. Chief Administrative Officer. MAM/DC/NT/hjl Attachment Attachment "A" PROPOSAL CALL FOR CONSULTING SERVICES FOR THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON GEOGRAPHIC INFORMATION SYSTEM RFP94-6 Sealed proposals, clearly marked as to contents,for the requirements specified herein, submitted to the: Corporation of the Municipality of Clarington Purchasing Office 40 Temperance Street Bowmanville, Ontario, L1C 3A6 Proposal will be received until 2:00 pm (local time) Thursday, December 22, 1994. The lowest or any proposal not necessarily accepted. Proposals received past the closing time and date will not be accepted. All proposals to remain open for acceptance by the Municipality for sixty days. Inquiries for additional information may be directed to Lou Ann Birkett, Purchasing and Supply Agent, at (905)623-3379, Ext. 268. CONTRACT By acceptance of this contract, neither the consultant(s) nor any person, firm or corporation associated or affiliated with or subsidiary to same,shall submit proposals for the subsequent Request For Proposals for Hardware/Software acquisition. SCOPE The GIS will support daily functions of staff members of all municipal departments with regards to use, analysis and maintenance of spatially oriented information in terms of graphic and non graphic data. The system will involve the exchange of data and graphic information with other Information systems and agencies, and therefore, must provide the means to efficiently communicate with various other platforms.' - 2 - The system must incorporate long term growth and capacity. The project will proceed in stages,most likely starting with a scaled approach expanding to support all departments some of which may be at remote sites. The consultant(s) will conduct the research and present the recommendations to Council members, senior management and staff. Additionally, these findings will be communicated through timely progress reviews leading up to the final written report. Project coordination and supervision will be provided by the Municipality's Computer Systems Division in cooperation with all departments. For the purpose of this document all departments refer to the following functional areas: Planning Public Works Treasury Community Services Clerks Fire Economic Development Computer Services Administration/Mayor and Council The project will proceed in three phases as follows: PHASE I - REQUIREMENTS STUDY/SYSTEM DESIGN A GIS requirements/needs analysis of each department for the Municipality of Clarington. The Systems Division will support the consulting efforts by coordinating meetings with the appropriate personnel throughout all Municipal departments. Additionally, the Municipality's Computer Systems Division will provide information on the existing equipment and the Municipality's Information System's long term strategy. The analysis and recommendations must include but are not limited to: 1. Identification of the processes and activities relying on map and GIS information. 2. Identify existing information flow through the organization and the associated applications. 3: Identification of .both graphic and non graphic data requirements including the relative accuracy needs of each departmdnt. Address existing data and required information not available. Identify the potential sources and a prioritization for acquisition of the data to address both current and future needs . I i 03 _ 4. Inventory of current map data files and other spatially oriented information. 5. Identify existing hardware platform and the potential for inclusion in the GIS solution. A detailed requirements document to report on the results of the analysis complete,but not restricted to the conclusions determined in steps 1 through 5. Include the scope of participation; the objectives of the system; the data entry, processing, retrieval, and display functions required; the functional requirements and the specifications of hardware devices. It will identify a strategy for managing and maintaining both graphic and non graphic databases and the transferability between the GIS and other systems. A document to describe the detailed design of database development to address the contents, the specifications,relationships and sources of data to be incorporated into the GIS data base. It should identify and define map features,non graphic data and the relationships among the features or other data. It must identify existing source material or provide acquisition methods to obtain required data and related services from outside sources. A document to describe the system design and specifications necessary for the acquisition, (Phase II) including identification of all capital, implementation and ongoing operating costs for each solution including any additional human resource requirements.This specification must provide an organized and reasonable schedule and consider the Municipality's desire for a financially suitable implementation plan. PHASE H - DATA AND HARDWARE/SOFTWARE ACQUISITION If Phase II is awarded,in accordance with the information provided in Phase I,the consultant(s) will guide the selection process. This will be accomplished in the following stages: 1. The consultant(s) will prepare Request for Proposal (RFP) for distribution to potential vendors. These RFP's will call for the acquisition of the GIS system and related services for: a. The acquisition of required data and services from outside sources.This will include acquisition of data,digitizing existing map data and/or providing related services that may be necessary to convert or obtain data not included in the submission of PHASE I. b. The provision of hardware and software for the operation of the municipal GIS system. 2. In conjunction with the appropriate municipal staff the consultant(s) will develop GIS system evaluation criteria and arrange product demonstrations for the staff and council members. 3. Assist the Municipality in the selection of a vendor. 4. Develop the hardware,software and services acquisition contracts with the Municipality and the selected vendor. - 4 - 5. Develop a detailed implementation schedule to include future requirements. 6. Provide any recommendations required for integration to the existing system infrastructure. 7. Provide human resource recommendations and training plans. PRASE III - INSTALLATION If awarded, Phase III phase will include further refinement and coordination of the detailed implementation activities outlined in Phase II. It will entail the consultant(s), in conjunction with municipal staff,to coordinate and supervise the activities of all GIS related service providers through to the completion of the GIS implementation.Additionally, throughout this process,the consultant(s) will be required to provide formal periodic project status updates to senior management and council members. These implementation activities will entail the scheduling and organizing of: 1. Computer hardware and equipment installation. 2. Installation and setup of the application software. 3. Address any data conversions and gathering. 4. Scheduling the timing of the training requirements. 5. Monitor the system's operational effectiveness and advise during the testing stages until such time that the transition can be made to fully automated operations. 6. Ensure the provision of adequate technical, operational and user documentation. EVALUATION OF SUBMISSIONS Bidders are advised that only complete submissions for all three phases will be reviewed and evaluated. Proponents may be requested to attend necessary meetings and/or provide additional information during the review period. The proposals will be evaluated according to the following general criteria but not restricted to: 1. Experience and success of the consultants) in designing such systems and working with other organizations in implementing such systems. 2. Project schedule. 3. Total Consulting Fee. i 4. Compliance with proposal call submission requirements. - S - SUBDIISSION REQUIREMENTS 1. A technical proposal to indicate consultant(s) understanding and to contain information on the following: a. A statement and discussion of the project requirements and objectives as perceived by the consultant(s). b. A statement on foreseen difficulties in the intention of the process herein together ,vith any potential or recommended approaches for their resolution. These recommendations may take the form of services that may be required outside those defined in the scope of this contract. C. Identification of personnel who will most likely be assigned to the project. Information regarding the positions, qualifications, responsibilities, and authority of personnel must be defined. 2. Total estimated costs of proposed services must be submitted for all three phases, with an estimated breakdown of costs to complete each phase including a contingency estimate for l.b. above. The Municipality may award any or all PHASES whichever is in the Municipality's best interest. Included should be a listing of various labour rates by personnel and an identification of costs that are anticipated (such a telephone charges,travel etc.) and will be added to labour and other direct costs for the completion of each project phase. 3. Relevant information on specific factors that qualify the consultant(s) to provide the services necessary and include the following: a. Consultant(s) experience in assisting organizations in using GIS technology. b. Consultant(s) specific knowledge and experience in implementing GIS projects specifically referencing: 1. Name and description of project; 2. Location of project; 3. Client name, address and contact person; and 4. Total cost and timetable. C. A minimum of three installation references, whom the Municipality can contact for recommendations on the quality of work performed. I