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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