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HomeMy WebLinkAboutSUPPTL INFO - Software from Sungard HTE SUNGARD°° PUBLIC SECTOR City of Palm Desert, CA HTE Investment Summary February 16, 2007 License . #Training Instailation P�oject Annua(: Appiications � ' fees �Da s Training Fees F� � Management Maintenance ' - - _ -; Y Fees Fees � Planning & Engineering - PZ $ 24,250.00 10 $ 12,000.00 $ - $ 4,800.00 $ 4,850.00 QRep Catalogs (PZ)-CJ Included $ 300.00 Totals $24,250.00 10 $12,000.00 a0.00 $4,800.00 55,150.00 License Fees: $24,250.00 Training Fees: $12,000.00 Installation Fees: $0.00 Project Management Fees: $4,800.00 Annual Maintenance Fees: �5,150.00 Total: $46,200.00 Payment Terms: 1. License fees, Hardware, and Project Management are due at contract execution date, signed quote, or receipt of purchase order. 2. Training Fees are due as incurred. 3. Installation Fees are due upon completion. 4. Annual Maintenance will be due 120 days from delivery of licensed programs. 5. Travel, out of pocket, and living expenses are not included in above pricing and will be invoiced as incurred. 6. Pricing is for the application as-is. Any modifications or conversions will incur additional cost. 7. SCR and/or Conversions, if required, are payable 50% upon execution or receipt of purchase order and 50% upon completion. 8. There is no testing and acceptance period. The warranty period is 120 days after the delivery date. Page 1 of 2 �I 9. Additional hardware and/or third-party software may be required. For hardware specifications and information, please contact HTE VAR at info@htevar.com or call Tom Lewis at 770-216-4444. 10. Applicable taxes are not included in the above fees and if applicable, will be added to the amount in the payment invoices. 11. Please indicate that your purchase is tied to this proposal dated 02-16-07. The pricing,terms, and conditions in this quote will be hono�ed provided it is fully executed by July 31, 2007. City of Palm Desert 73-510 Fred Waring Drive Palm Desert, CA 92260 Authorized Signature Date Printed Name Source PB 1/17/2007 Page 2 of 2 - . � .- ' � � i � ` � � . . . . . . . . . � � Planning & Engineering Supporting planning and engineering departments is easier than ever with Planning & Engineering, which incorporates features such as planning reviews and construction reviews for public improvements, summary and/or detailed bond tracking, agreement processing, and much more. �, Benefits , � . ��:�.rt.:: .,_,� Track multiple re-submittals ,.,.,, �. .. ,�. �� with the new Revision Proc- �j essing options. . Establish timelines for pro- �� Y�� �� ject events and reviews us- .., '"""`°"`""'"' ,""•<"•"•`"'"""'°."�� �, ��:;'.���'� �.�,....w,_, ..�.�.. �.., � .....�......, d,..a ...,�.,�� � n_._,�.. ing Planning & Engineer- g;:�<.`; ^������• '�°"��u� � '���-�•�-� �,.,..,�.r... .,� TM,�..W ;. ,,� „�..�... ,., ing's added ability to calcu- °•����• "` . _: A.. .,..._.,_,_, _ ,.... .u.....� .... � ...�;..��..�,�r s.•.w�,,.,,�., — -- �� . . m...,,.,.�.. ' . ...--_—•r' .• .. . .. .. ._ _.._'... _ _. ... . ._.._.. . . late estimated due dates s;:;:; , based on previous and fu- �"�""" � � ture completion dates. � - • Incorporate data, such as -�—' . ,:,�.._ :,rr r.�.. — -- rr�.�.....��.- - . . legal descriptions and zo�- ",�.� x=�.:�.«� . . , �' ing data (from the Land/ ----- -- ---�""',".,`.--�-_ .. ____. ._.--- �� � Parcel Management file) �� r' � into documents created for -� �• � the project with enhanced �--_____..--- ,----- -- .-- -----------__--� 2 --. merge capabilities. C-=��� • Provide summary and/or detailed bond tracking by creating and tracking simple t��, � flat rate bonds or algebraically calculated bonds. Also, track the progress of the � 1 work of those bonds usin Plannin & En ineerin 's new Bond Trackin Pro ram. "� � 9 9 9� 9 9 9 • Promotes communication between Building, Planning, and Engineering departments by sharing information, such as Conditions of Approval and Project Statuses. � � f • Establishes timelines for project events and reviews. r� • Tracks multiple re-submittals for all projects. • Prevents users from issuing structural permits or COs with outstanding Planning or Engineering requirements by placing holds for permit or CO issuance on proper- ties related to the project. • Create a variety of project type documents by merging in data that exist for a pro- ject, including property information from the central land file. • Automatic e-mail notification alerts users when steps/events have been completed or when their input is required. 1000 Business Center Drive•Lake Mary,FL 3274b Page 1 of 4 (800)727-8088•www.sungard.com/hte . .- , - � . . � . � � . . . . . � . . . . ' Features Special calculations—Calculate project fees using complex formulas. Automatic e-mail notification—Automatically alert users when steps have been completed or when their input is required. Project information entry and maintenance—Define the required project informa- .� tion and processes for each project type your organization sets up. � Project review types— Project review types are the types of reviews your organiza- � � tion processes. They consist of a series of review steps needed to accomplish an � action. These steps can send e-mail notifications, create documents, schedule �� events, and automatically update the project status when you complete the step. E-mail notifications—When you close or open a review step, Planning & Engineer- .� ing automatically generates and sends an e-mail to internal or external agencies. Project conditions maintenance— During the review process, you set up the con- ditions of approval for a project. Planning & Engineering maintains conditions ap- plied to projects and automatically applies approved conditions to all properties ' involved in the project. These conditions can then be viewed during the Permitting - �'�•�.:;�. process in Building Permits, if needed. w �e ' Key project dates—You can set up a list of important dates for a project that can ;� . be used for future notification of such dates as project milestones, condition dead- f lines, or approval expiration dates. � '�� T i Automatic fee calculations— Define the fee schedule for your planning and L_�� engineering activities. Assess fees based on simple flat rates or complex calculated amounts. ���r •�.,�.'� �'� � Hold Permit or CO Issuance— Prevent accidental issuance of structural Permits or COs without prior planning or engineering approval by placing holds on building permits or CO issuance process for locations associated with the project. ' Receipt collections and corrections— Process payments for planning and �` � engineering fees using features in Planning & Engineering and Cash Receipts. `� Processed payments are updated to Planning & Engineering and then to your organixation's general ledger accounts. You can also make corrections to payments before and after they post. �� Bond processing— Bonds are required to ensure that projects are completed efficiently, developed in agreement with approval conditions, and are less likely to be abandoned. Planning & Engineering provides summary and/or detailed bond tracking by creating simple flat rate bonds or algebraically calculated bonds and by tracking work progress. Plan Review Processing Time Report— Print a report that indicates the amount of time each agency spends on plan review. 1000 Business Center Drive•Lake Mary,FL 32746 Page 2 of 4 (800)727-8088•www.sungard.com/hte - . - .- . � � � � � � � � . . . . . � . . . . � � Document generation— Project information serves as a valuable resource for creating documents, such as agendas, staff reports, engineering permits, and comment documents. You can pull information from Planning & Engineering and Land/Parcel Management files to produce documents and edit them using Microsoft Word. Security— Determine security by user or user group for every function in Planning & En- gineering. All menus and menu options are secured and can be accessed only by au- ', thorized personnel. �` � • � Optional Modules �� Mapping—SunGard HTE's LookingGlassT"' suite of mapping applications, based ESRI Technology, provide easy-to-use interfaces for desktops, intranets, and the Internet, enabling the dynamic linking and configuration of all SunGard HTE land-based mod- ules. We offer multiple mapping products for land-based applications, including LGviewer for the desktop, LGweb for intranet browser access, LGpublic web for gen- s eral public Internet access, and LGkiosk for walkup access. Use LG Community Main- ' tenance to select locations and surrounding property owners for project notification ' letter mailings. �i;�r.� � """ LookingGlass allows the user to configure: � � ' • Ad hoc queries and management �'� Land base attributes viewed by moving the mouse over a map feature �,� . t,,� Direct database connectivity to the SunGard HTE land-based modules • Optimal address matching techniques L�� Map templates •;,�,:� • Field aliases (logical field names) • View only selected fields Dynamic relationships to centralized SunGard HTE databases allow users to map, visualize, and interpret spatial relationships including: • Work Orders • i :'� • Building Permits • Inspections • Utility Customers Imaging—Work with an imaging system to store and display digital plans, pictures, and documents.These images can be accessible to all agencies reviewing the project. Click2Gov—Our e-Government solution allows your citizens and contractors to view information regarding planning and engineering projects online, including general pro- � ject and review information. 1000 Business Center Drive•Lake Mary,FL 3274b Page 3 of 4 (800)727-8088•www.sungard.com/hte . .- . ' � � i � � � � . . � . . . . . . - . � � Application Integration Planning & Engineering works with the following SunGard HTE software applications to provide a complete Community Development solution: • Land/Parcel Management— Required for Planning & Engineering to use parcel records in Land/Parcel Management to track planning and engineering projects for locations. ', • Building Permits—Display project and condition information about �i ongoing planning and engineering projects in Building Permits. Planning & �, � Engineering can also prevent permit or CO issuance for properties involved ' in a project, if necessary. �� • Code Enforcement—Code Enforcement application processes, organizes, and tracks all complaints and violations your municipality's ordinances/code. Working with our Land/Parcel Management, Code Enforcement enables you to link complaints to property records. The Code Enforcement module can also verify development approvals for items such as Zoning Variances or Conditional Uses. w • Cash Receipts—Collect revenue associated with planning and engineering .�_ activities. `• ' • General Ledger—Automatically update Planning & Engineering revenues to R the general ledger. � ' � r r • � � • Work Orders/Facility Management—Submit work requests that are directly n � linked to specific Planning & Engineering projects. � :- r. C:���" ���-'� - � �, q,: r 1000 Business Center Drive•Lake Mary,FL 3274b Page 4 of 4 (S00)727-8088•www.sungard.com/hte . �: ._ ' � � : � � � � � . . . . . o . - . . � l Planning & Development Solution Benefits Whether you are a Development Director, CityfCountv Planner, Engineer, Plannin4 Technician, Financial Director, or Information Technology Specialist, streamline all tasks associated with the planning, zoning, and permitting process using SunGard � HTE's Planning & Development solution, including preparing for public hearings, ', sending decision notice letters, and tracking site and performance bonds. � �� Our integrated Planning & Development solution includes these components: . Planning & Engineering ��� • Land/Parcel Management • Building Permits • Code Enforcement • Cash Receipts • Document Management • QRep ad hoc Report Writer 1 • Mapping :; • e-Government solutions � � , Development Directors , � •� �j ,� Inquiring on projects—View general project information, such as parcel IDs and � ��� locations. Review steps associated with a project and all applicable reviews, applica- ble owners, and the name of the planner assigned to the project. C_.��" Tracking project approval processes—Automatically route projects to various re- viewing agencies. Ensure proper plan review by automatically creating and monitor- `���.-� ing plan review steps for agencies/departments required for approval. Monitoring plan reviews— Print a report that indicates the amount of time each agency spent on plan reviews. Generating documents— Use Microsoft Word to create and edit meeting docu- e� ments, such as agendas and minutes, and master project documents, such as com- ment documents and staff reports. Create notification letters to mail to individuals or companies affected by projects. '`� Maintainin ro ect conditions—Store ro ect conditions mandated b va in a roval 9P 1 P 1 Y rY 9 PP committees and apply those conditions to a11 properties associated with the project. Communicating with other departments— Promote communication between de- partments by viewing project and condition information in SunGard HTE's Building � Permits application. Maintaining quality contro) — Prevent accidental Structure Permit issuance before completing engineering processes. 1000 Business Center Drive•Lake Mary,FL 32746 Page 1 of 7 (800�727-8088•www.sungard.com/hte � , . � � . . � . � � . . . . . . . . . . � / Storing addresses— Using a centralized location information system, store ad- dress and parcel information, which is accessible to all or our land-based software applications. Track all changes made to address information, as well as the dates changes were made and the user IDs of the people who made the changes. Streamlining work processes—Save time and eliminate redundant entry by cen- � tralizing location information. Associate multiple locations to a single project , ', streamlining the notification process to multiple departments for multiple locations. � �� Displaying data geographically—Use a geographical information system that al- �, lows you to view location data on a map. Creating user-defined information — Customize stored data, such as property use, zone, and subdivision codes. Set up an unlimited number of user-defined fields to store additional location information. < Customizing permits—Using flexible, user-defined permit types, set up require- ' ments for different types of permits and reviews. Set up fee schedules that meet ' your permitting needs. �.,,. � + R Bond setup and tracking —Al1ow contractors or developers to post bonds when �► � " - ' they apply for building permits or development projects. Track and release the � +�� bonds in various stages of a development or construction process. � Tracking complaints— Enter and retrieve current and historical property com- L'_�!�" plaints and violations. .Y�..�.� _�,. _ :.,�;�'�� CitylCounty Planners '�~� - -� -_._,_ �: ��_ r _ ` Inquiring on projects—View general project information, 7�.�.�--''� , , � . � �� such as parcel IDs and locations. Review steps associated �"` �;,._ _ -�". ��yY�. 4 with a project and aN applicable reviews, applicable own- ��.r :��� - '� - � ers, and the name of the planner assigned to the project. `�� _ �- ���' ' � �,; . ' -~ ��-.:" _" � Tracking project approval processes—Automatically route projects to various reviewing agencies. Ensure proper plan review by automatically creating and f� monitoring plan review steps for agencies/departments required for approval. Maintaining project conditions— Store project conditions mandated by varying approval committees and apply those conditions to all properties associated with the project. � Communicating with other departments— Promote communication between the building department and the planning and zoning department by viewing project and condition information in our Building Permits application. 1000 Business Center Drive•Lake Mary,FL 32746 Page 2 of 7 (800)727-8088•www.sungard.com/hte - . .- � - � � � � � � � . . �. . .. . . . . - . ' \ Maintaining quality control — Prevent accidental Structure Permit issuance before completing engineering processes. Producing notification letters— Expedite the production of notification letters by merging Planning & Engineering data with Microsoft Word. � Calculating fees—Calculate complex calculations for required fees and bonds. Calcu- �� late percentage ofjob completion and process refunds and transfers of cash transactions. 1 1 �� ` Maintaining projects— Create conditions of approval for a project review process �. utilizing pre-defined standard conditions and/or create project-specific conditions. Maintaining name records— Select or add a name record from a common file ..� that also contains e-mail addresses for notification of review progress. Generating documents— Use Microsoft Word to create and edit meeting docu- < ments, such as agendas and minutes, and master project documents, such as com- ment documents and staff reports. Create notification letters to mail to individuals "' or companies affected by projects. f'. , Maintaining key project dates—Set up a list of important dates for projects, in- " � cluding project milestones, condition deadlines, or personal reminders. � �'� �' Setting up maintenance paths—Tailor the system for specific jobs by selecting ,,.:.. `� which screens appear and the order in which they display when you add a new pro- ject or change an existing project. L_:��' t�i'.. �,.��� Offering citizen access— Improve access to project information by allowing citi- �� � zens and developers to perform inquiries directly from the Internet 24 hours a day, seven days a week, without waiting for a clerk's assistance. Finding associated documents— Review any associated documents linked to a , project in read-only format. The documents that display are limited to only those �, documents you mark as "public." Researching — Facilitate research by centralizing location data, such as permits, :�" projects, code enforcement, and business addresses. Displaying data geographically— Use a geographical information system that al- lows you to view location data on a map. Parcel processing — Process parcel splits and combines by copying existing parcel information to new parcels. 1000 Business Center Drive•Lake Mary,FL 32746 Page 3 of 7 (800)727-8088•www.sungard.com/hte • V� � • , • � • • . • • . • • • • • • � � Maintaining miscellaneous information — Maintain an unlimited number of free- form lines of notes for addresses, parcels, and subdivisions that can be used as re- ' minders; ticklers will display in other SunGard HTE applications. Creating user-defined information —Customize stored data, such as property use, zone, and subdivision codes. Set up an unlimited number of user-defined � fields to store additional location information. ,� � � Using a street dictionary—Set up a dictionary of all valid street names and num- `� � ber ranges for your area, and use the street dictionary to verify location addresses. �� Adding/changing location information —Quickly change street addresses, parcel numbers, and other information for multiple locations. Print a detailed report of all changes. Add new address and parcel records in mass that have similar character- istics, such as a new street in a subdivision. Engineers ~ Tracking engineering processes—Track and maintain engineering processes � ' � - from encroachment permits to performance bonds. � ' � 1 Tracking project approval processes—Automatically route projects to various � � � reviewing agencies. Ensure proper plan review by automatically creating and , , � monitoring plan review steps for agencies/departments required for approval. � . ���.� Documenting projects—Collect and store agency comments used to build other project documents, such as Comment Documents, Staff Reports, and Encroach- ��,'�"�� ment Permits. � �� Communicating with other departments— Promote communication between the building department and the engineering department by viewing project and con- dition information in our Building Permits application. %� Maintaining quality contro) — Prevent accidental Structure Permit issuance before completing engineering processes. � ; Calculating fees—Calculate complex calculations for required fees and bonds. Tracking bonds—Calculate percentage of job completion and process refunds and transfers of cash transactions. Maintaining name records— Select or add a name record from a common file that also contains e-mail addresses for notification of review progress. 1000 Business Center Drive•Lake Mary,FL 32746 Page 4 of 7 (800)727-8088•www.sungard.com/hte � . .- , - � . . � . � � . . . . . . . . . ' OfFering citizen access — Improve access to project information by allowing citi- zens and developers to perform inquiries directly from the Internet 24 hours a day, seven days a week, without waiting for a clerk's assistance. Streamlining work processes— Save time and eliminate redundant data entry by centralizing location information. Speed data entry because you can quickly add , and change information for multiple locations. ' � Researching — Facilitate research by centralizing location data, such as permits, � projects, code enforcement, and business addresses. �j Displaying data geographically— Use a geographical information system that al- lows you to view location data on a map. Maintaining miscellaneous information — Maintain an unlimited number of free- form lines of notes for addresses, parcels, and subdivisions that can be used as re- c minders; ticklers will display in other SunGard HTE applications. . " Creating user-defined information —Customize stored data, such as property ��- �� - use, zone, minimum or maximum grade, and subdivision codes. Set up an unlim- , � ited number of user-defined fields to store additional location information. • � � � :' Planning Technicians : ��, M .-.; , r. Inquiring on projects—View general project information, such as L��� parcel IDs and locations. Review steps associated with a project and applicable reviews, applicable owners, and the name of the planner .�,:i���-�i assigned to the project. ��� Tracking project approval processes—Automatically route projects to various reviewing agencies. Ensure proper plan review by automatically creating and monitoring plan review steps for agencies/departments : r required for approval. .; ` Maintaining project conditions— Store project conditions mandated by varying approval committees and apply those conditions to all properties associated with the project. Generating documents— Use Microsoft Word to create and edit meeting docu- ments, such as agendas and minutes, and master project documents, such as com- ment documents and staff reports. Create notification letters to mail to individuals or companies affected by projects. , Communicating with other departments— Promote communication between the building department and the planning and zoning department by viewing project and condition information in our Building Permits application. 1000 Business Center Drive•Lake Mary, FL 32746 Page 5 of 7 (S00)727-8088•www.sungard.com/hte . .- ' � � : � � � � . . . . . . . . . . : . Maintaining quality control — Prevent accidental Structure Permit issuance before , completing engineering processes. Scheduling— Receive notifications of upcoming key dates, such as Condition Deadline Dates and Council Approval Expiration Dates. , Maintaining name records—Select or add a name record from a common file `,t that also contains e-mail addresses for notification of review progress. � �\ Setting up maintenance paths—Tailor the system for specific jobs by selecting � which screens appear and the order in which they display when you add a new pro- ��� ject or change an existing project. Invoicing—Print Payment Due invoices for selected fees during project processing. Improving customer service— Reduce inquiry calls from developers and citizens, c thus maximizing productivity of the planning staff by enabling citizens to access information over the Internet. � - _ Finding associated documents— Use web access that allows developers to re- + � view any associated documents linked to a project in read-only format. The docu- x` • � ments that display are limited to only those documents you mark as "public." '� ,� Streamlining work processes— Save time and eliminate redundant entry by cen- � .� tralizing location information. Associate multiple locations to a single project streamlining the notification process to multiple departments C-��� for multiple locations. � . ,}; 1 �'-���� Researching — Facilitate research by centralizing location data, such as permits, projects, code enforcement, and business addresses. - � Financial Directors i� Tracking revenue— Improve revenue tracking by gathering information about receivables, receipts, and bonds from plan- � ning and zoning departments and engineering departments. Collecting fees— Process payments for fees through our Planning & Engineering or Cash Receipts software applications and online ports. Controlling cash — Improve cash control by tracking all payments, including i voided receipts. Endorse checks and other documents with deposit information, and generate daily deposit and cash drawer balancing reports. Increase efficiency by providing centralized collectio�s. Researching payments— Easily conduct research of payment information using an online payment history inquiry based on criteria you specify. 1000 Business Center Drive•Lake Mary,FL 32746 Page b of 7 (800)727-8088•www.sungard.com/hte - . .- � � � � � • � . � • . . . e • • � • - � � 1 . Information Technology Specialists Implementing security— Determine security by user or user group for every func- tion in Planning & Engineering. All menus, menu options, and documents are se- cured and can be accessed only by authorized personnel. Ensure maximum secu- rity by storing all customer information on the IBM iSeries, which resides behind a � firewall, rather than on the web server. , � � Storing addresses— Using a centralized location information system, store ad- �' dress and parcel information, which is accessible to all of our land-based software �j applications. Track all changes made to address information, as well as the dates changes were made and the user IDs of the people who made the changes. � � � - ��. . �:W., � � ` � � .r� 1�� ����.��-t . � r� � 1 1000 Business Center Drive•Lake Mary,FL 32746 Page 7 of 7 (800)727-8088•www.sungard.com/hte '