HomeMy WebLinkAboutBack-Up DocumentsDocuSign Envelope ID: D66408CD-2EE1-4C94-823E-4D12E363235D
CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
TO:
FFIOM
Arthur Noriega, V
City Manager
,—O Sig! d by:
(104(issa Can
A iffirpdrez, CPPO
Director of Procurement/Chief Procurement Officer
DATE : March 4, 2022 FHA
SUBJECT:
Sole Source: Benchmarking Software -
as -a -Service (SAAS)
REFERENCES:
ENCLOSURES: Market Research
Market Research was conducted to determine whether Touchstone IQ LLC, a Colorado Limited
Liability Company with a principal address located at 1635 Blake St., STE 200, Denver, CO 80202
("Touchstone"), is the sole source provider for a Building Benchmarking and Performance
Software Solution.
The Department of Resilience and Public Works, and Building Depail,uient ("Departments") are
seeking to purchase a Building Benchmarking and Performance Software Solution to comply with
a City Commission initiative to promote utility efficiency in all buildings located within the City
that have a square footage of over 20,000 Square Feet. This ordinance is the first of its kind in
South Florida and the first in the State of Florida to include retuning requirements. In an effort
meet the timeframe, and cost constrains for this initiative, it was determined that a commercial off
the shelf software solution would be the most feasible. Touchstone is currently the only off the
shelf software solution to provide governmental agencies the required services coupled with the
necessary multilingual public facing technical support services (help desk), and data privacy
required by the City.
Touchstone has broad experience with governmental agencies and provided client references for
their software solution. The Department of Procurement ("Procurement") has contacted the
following governmental agencies: Boulder, Colorado; Colorado Energy Office; Columbus, Ohio;
Denver, Colorado; Fort Collins, Colorado; Hennepin County, Minnesota; San Jose, California, and
St. Louis Park, Minneapolis to confirm successful implementation of their software solution.
Some of these governmental agencies have issued Request for Proposal ("RFPs"), others awarded
Sole Sources, however, the governmental agencies that issued RFPs were open to building a
system from the ground up.
• Touchstone is currently the only off the shelf software to provide governmental agencies
a Building Benchmarking and Performance Solution;
• Touchstone is currently the only firm a multilingual public facing technical support
services (help desk) required to implement this initiative; and
• Touchstone is currently the only firm that offers the type of data privacy required by the
City.
PR22074
DocuSign Envelope ID: D66408CD-2EE1-4C94-823E-4D12E363235D
Accordingly, pursuant to Section 18-92 (a) (1) of the Code of the City of Miami, it is recommended
that the requirements for competitive bidding be waived, and the above mentioned findings be
approved; Touchstone is currently the only off the shelf software solution to provide governmental
agencies the required services coupled with the necessary multilingual public facing technical
support services (help desk), and data privacy required by the City, on a contractual basis, for an
initial period of four (4) years, with an option to renew for two (2) additional two (2) year periods;
allocating funds from Building Department General Funds or other sources of funding (as
required), subject to budgetary approval prior to the option to renew.
APPROVED BY: l ill'ftw 1411DATE:
Arthur Noriega, V.
City Manager
2
March 7, 2022 1 09:12:09 EST
PR22074
CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
A iie Perez, CPPO Director
Deptment of Procurement
FROM: Asa •IAc: Marjrero,AIA
Building Dire
for
DATE: February 28, 2022
SUBJECT: Sole Source Request
REFERENCES:
ENCLOSURES:
FILE: 2022-0219
Purchase of benchmarking software,
help desk
The Building Department is respectfully requesting that Touchstone IQ becomes the sole source
benchmarking software provider for our Department. Benchmarking is the tracking of building
performance data such as water and energy consumption on a regular basis, and it is a recognized
best practice in property management. City of Miami Commission voted unanimously to pass
Ordinance 14005 on June 10, 2021 requiring public and private properties with floor space of
20,000 square feet and greater to benchmark and report this data to the City.
Shortly after it was determined that the Department of Innovation and Technology does not have
the capacityto createa purpose-built software solution within the time frame established via the
ordinance. Since then we began working with your department to research benchmarking
programs nationwide, and through their analysis we determined that there are other companies
that have software to facilitate benchmarking municipally owned properties, but only
Touchstone IQ has an off -the -shelf product geared towards helping municipalities track
benchmarking data for public and private buildings, real-time visualization and mapping tools,
24/7 multilingual help center, robust data privacy, and a comprehensive list of functionalities that
will enable our Department to easily notify owners of covered properties, provide training on
how to benchmark, track compliance, and ensure proper enforcement.
C: Maurice Pons, Assistant Director/ Building Official
Jose Regalado, Assistant Director / Administration
Eduardo J. Falcon, CPPB, Procurement Contracting Manager
TOUCHSTONE
BE NCHMARKING
Jose Regalado
Assistant Director
Building Department
City of Miami
Miami Riverside Center
444 SW 2nd Ave
Miami, FL 33130
1635 Blake St., Ste 200
Denver, CO 80202
Ph: 720-961-8250
Jon Klopp
Special Projects Coordinator
Resilience & Sustainability Division
Re: Touchstone Benchmarking's Unique Aspects
Dear Jose and Jon,
The following is in response to your request for details on the unique aspects of Touchstone Benchmarking LLC and
our Touchstone Benchmarking for Cities and States software -as -a -service (SaaS) platform. Also included is our
complete list of City and State clients along with our City and State client references.
Touchstone Benchmarking LLC
Touchstone Benchmarking LLC is the only software company that focuses 100% of their resources on supporting
Cities and States, Utilities, and Building Owners during the building benchmarking and Building Performance
Standards (BPS) processes. In addition, Touchstone Benchmarking LLC is unique in the following ways:
• Support the development and passage of building benchmarking and BPS ordinances
• Possess strong expertise in three key areas:
o Building benchmarking and BPS programs
o Software development
o Help Center execution
• Provide both the benchmarking SaaS platform and benchmarking Help Center services
o Utilize our own platform to provide Help Center services to 70% of our City and State clients
• Have a large City and State client base
o 40% of jurisdictions that require commercial buildings to benchmark utilize Touchstone
Touchstone Benchmarking for Cities and States
Touchstone Benchmarking for Cities and States is proprietary software solely owned by Touchstone Benchmarking
LLC and is only available as a subscription service through Touchstone Benchmarking LLC. It is the only Commercial
Off The Shelf (COTS) platform designed specifically to support Cities and States in the execution of their building
benchmarking and BPS programs. In addition, the platform is unique in the following ways:
• Fast and easy to implement with pre -built API's to legacy systems
• Customizable by an administrative user (doesn't require IT support to customize)
• Development based on direct benchmark, BPS, and Help Center experience
• Features benchmarking, BPS, and Help Center best practices
• Provides comprehensive capabilities featuring:
o Fully integrated email
o Standard and ad hoc reporting tool
o Automated QA/QC analysis and follow-up
4TOUCHSTONE
�1�y BENCHMARKING
Page 2
o Efficient and effective CRM tools
o Automated scorecard generation and delivery
o Integrated, real-time public map
Touchstone Benchmarking's City and State Clients
Touchstone Benchmarking LLC has 13jurisdictions utilizing our Touchstone Benchmarking for Cities and States
SaaS platform. Our clients shown in bold text also utilize our Help Center services.
• Boulder
• Colorado
• Columbus
• Denver
• Edina
• Fort Collins
• Hennepin County
• Los Angeles (Better Building Challenge)
• Montgomery County
• Rochester
• Saint Paul
• St. Louis Park
• San Jose
Please feel free to contact any of the client references shown below for details on their experience with Touchstone
Benchmarking. Please note that the transition from Overlay Consulting to Touchstone Benchmarking is still ongoing
so some of these executives know us best as Overlay Consulting.
Client
Name
Title
Phone
Email
Boulder
Laurel Mattrey
Sustainability & Energy
Manager
303-441-4936
elamc@bouldercolorado.gov
Colorado
Kim Burke
Senior Program Manager
303-866-2343
kim.burke@state.co.us
Columbus
Jenna Tipaldi
Climate Advisor - Office of
Sustainability
614-645-8116
jetipaldi@columbus.gov
Denver
Katrina Managan
Senior Advisor - Energy
Efficiency
720-865-2890
katrina.managan@denvergov.org
Fort Collins
Kirk Longstein
Policy & Project Manager
970-416-4325
klongstein@fcgov.com
Hennepin
County
Leah Hiniker
Energy Manager
612-543-1219
leah.hiniker@hennepin.us
San Jose
Carol Boland
Supervising Environmental
Services Specialist -
Sustainability & Policy
408-975-2604
carol.boland@sanjoseca.gov
St. Louis Park
Emily Ziring
Sustainability Manager
952-924-2191
eziring@stlouispark.org
1635 Blake St., Ste 200, Denver, CO 80202 Phone: 720-961-8250
�\ TOUCHSTONE
BENCHMARKING
Page 3
If you have any questions regarding the unique aspects of Touchstone Benchmarking LLC and our Touchstone
Benchmarking SaaS platform, or our client references please feel free to contact Jon Munzel at
ion.munzel@touchstonebenchmarking.com or 720-702-1613.
Thank You,
Jon Dierking
CEO
Touchstone Benchmarking LLC
1635 Blake St., STE 200
Denver, CO 80202
Email: ion.dierking@touchstonebenchmarking.com
Ph: 312-218-1105
1635 Blake St., Ste 200, Denver, CO 80202 Phone: 720-961-8250
Contract No.: 21-22-009
Current Term: N/A
Expiration Date: N/A
Title: Benchmarking Software -as -a -Service (SAAS)
Recommendation:
/1 Sole Source Contract
Procurement Contracting Officer:
Eduardo J. Falcon
❑ Solicit Competition
❑ Access Contract
❑ Other
MARKET RESEARCH
Background:
The City of Miami's ("City") Department of Procurement ("Procurement") has been tasked with
researching the purchase of a building benchmarking and performance software solution from
Touchstone Benchmarking LLC, a Delaware Limited liability Company with a principal address located
at 1635 Blake St., STE 200, Denver, CO 80202 for the Department of Resilience and Public Works,
and Building Department, to comply with a City Commission initiative to promote utility efficiency in all
buildings located within the City that have a square footage of over 20,000 Square Feet. This ordinance
is the first of its kind in South Florida and the first in the State of Florida to include retuning requirements.
In an effort to meet the timeframe, and cost constrains it was determined that a commercial off the shelf
software solution would be the most feasible.
Research Conducted:
Market research was conducted by Procurement, and it was determined that there are various firms that
may be able to provide a benchmarking software solution including Center for Sustainable Energy,
JadeTrack, Lotus Analytics, Maalka Inc, and, WBlue LLC, however, Touchstone is currently the only off
the shelf software solution to provide governmental agencies the required services coupled with the
necessary multilingual public facing technical support services (help desk), and data privacy required by
the City. Touchstone has broad experience with governmental agencies and provided client references
for their software solution. Procurement has contacted Boulder, Colorado; Colorado Energy Office;
Columbus, Ohio; Denver, Colorado; Fort Collins, Colorado; Hennepin County, Minnesota; San Jose,
California, and St. Louis Park, Minneapolis to confirm successful implementation of their software
solution. Some of these governmental agencies have issued Request for Proposal ("RFPs"), others
issued Sole Sources, however, the governmental agencies that issued RFPs were open to building a
system from the ground up. Ultimately all of them contracted with Touchstone for the reliability of their
platform, successful integration in governmental agencies, and the fully developed software solution.
Comparable Contracts:
Boulder, Colorado — Awarded a Sole Source contract to Touchstone for benchmarking and performance
software solution.
State of Colorado — Awarded a Sole Source contract to Touchstone for benchmarking and performance
software solution.
City and County of Denver, Colorado — Awarded an RFP to Touchstone for benchmarking and
performance software solution, their solicitation was open to an off the shelf or
custom software solution and Touchstone was the only company that was
considered for award.
Columbus, Ohio — Awarded an RFP to Touchstone for benchmarking and performance software
solution, however their solicitation was open to an off the shelf or custom software
solution.
San Jose, California - Awarded an RFP to Touchstone the benchmarking and performance software,
their RFP was geared towards an off the shelf solution, and Touchstone was the
company ranked the highest.
Recommendation:
It is recommended that the City enters into a Sole Source agreement with Touchstone for the purchase
of a benchmarking and performance software solution for the Department of Resilience and Public
Works, and Building Department to comply with the City's Commission initiative. Touchstone is the
designer, creator, and sole distributor of the Touchstone Benchmarking software -as -a -service (SaaS)
platform, additionally they are currently the only off the shelf software solution to provide governmental
agencies the required services coupled with the necessary multilingual public facing technical support
services (help desk), and data privacy required by the City. Sole source documentation from the
manufacturer is attached.
Procurement Contracting Manager: -a 6 Date: 03/03/22
Director/Asst. Director: Date: 03/03/22
DIVISION OF CORPORATIONS
thvimfir-t of
DVPD
u►r ujfriuf dole of Florida iiwbsiie
Department of State / Division of Corporations / Search Records / Search by Document Number /
Detail by Document Number
Foreign Limited Liability Company
TOUCHSTONE IQ LLC
Filing Information
Document Number M22000002644
FEI/EIN Number 46-4704884
Date Filed 02/18/2022
State CO
Status ACTIVE
Principal Address
1635 BLAKE ST., STE. 200
DENVER, CO 80202
Mailing Address
1635 BLAKE ST., STE. 200
DENVER, CO 80202
Registered Agent Name & Address
REGISTERED AGENT SOLUTIONS, INC.
155 OFFICE PLAZA DR., STE. A
TALLAHASSEE, FL 32301
Authorized Person(s) Detail
Name & Address
Title MBR
DIERKING, JONATHAN
19 SEDWICK DR.
CHERRY HILLS VILLAGE, CO 80113
Annual Reports
No Annual Reports Filed
Document Images
02/18/2022 -- Foreign Limited View image in PDF format