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Trapeze Software Group Inc. Assignment of Mentor Engineering ContractTHE CITY OF Dui Masterpiece on the Mississippi Dubuque kital All- America City II 111! 2012 TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: The Jule ITS Project - Assignment of Mentor Engineering Contract to Trapeze Software Group, Inc. DATE: April 29, 2013 In August 2012, a contract was approved by City Council with Mentor Engineering, Inc. for the Jule's ITS Project. In late January 2013 -early February 2013, the City was notified that Mentor Engineering, Inc. had been purchased by Trapeze Software Group, Inc. Since receiving the notice the City Attorney's office has been working with Trapeze in order to ensure that Trapeze will comply with the contract between the City and Mentor. Director of Transit Operations Barbara Morck recommends City Council approval of the assignment to Trapeze Software Group of the Agreement between the City of Dubuque and Mentor Engineering, Inc. for the Jule's ITS Project. I concur with the recommendation and respectfully request Mayor and City Council approval. hrilit44 krt.,709, Michael C. Van Milligen MCVM:jh Attachment cc: Barry Lindahl, City Attorney Cindy Steinhauser, Assistant City Manager Teri Goodmann, Assistant City Manager Barbara Morck, Director of Transit Operations Masterpiece on the Mississippi TO: Michael Van Milligen, City Manager FROM: Barbara Morck, Director of Transit Operations CC: David Heiar, Economic Development Director Barry Lindahl, City Attorney Maureen Quann, Assistant City Attorney Kelley Deutmeyer, Executive Director of ECIA Candace Eudaley, Assistance Executive Director of ECIA Dubuque All- America City '1111! 2007 SUBJECT: The Jule ITS Project — Assignment of Mentor Engineering Contract to Trapeze Software Group, Inc. DATE: April 23, 2013 PURPOSE To obtain approval and signature on the Assignment to Trapeze Software Group of Agreement between the City of Dubuque and Mentor Engineering, Inc. for The Jule's ITS Project. BACKGROUND In early 2011 The Jule was awarded a State of Good Repair grant for $2,303.306 by the Federal Transit Administration (FTA). The grant provided funding for the purchase of many of the new transit buses (83% / 17% funding) and is also providing funding for the purchase and installation of Intelligent Technology Systems (ITS) equipment on the transit buses (both fixed route and mini -bus, 80% / 20% funding). A Request For Proposal (RFP) was released in December 2, 2011 and closed on January 6, 2012. Responses to the RFP were reviewed and their points discussed by the nine member selection committee; the committee was comprised of City, ECIA and Jule staff. Two site visits were conducted by several members of the committee who reported back to the group about their findings. Reference checks on the respondents were also performed. Based on the responses to the RFP, the in- person interviews, sight visits and reference checks, a recommendation was made to City Council for the awarding of the ITS Project contract to Mentor Engineering (Mentor). The contract was approved and signed by City Council in early August 2012. DISCUSSION The Jule ITS Project has a very comprehensive scope of work and the holistic approach offered by the Mentor team with its strong array of dispatch, management, driver and passenger information tools, is a good fit. Implementation meetings with Mentor, subcontractor, City and ECIA staff began September 14, 2012 and are held weekly. The meetings serve as a venue where accomplished goals can be acknowledged, potential issues are addressed (e.g. size and placement of LED wayside signs, fare types for electronic fare collection equipment, scheduling of installation, etc.), information exchanged about the progress of the project and questions /answers can be worked through as they arise. The Jule's ITS Project includes but is not limited to the purchase and installation of Mobile Data Terminals (MDT) that are connected to the Mini -bus's schedule software already in use that allows for "real- time" dispatching and better tracking of data, a CAD /Automatic Vehicle Location (AVL) system and the web -based software (aka "MyRide ") that will allow for passengers to have "next bus" information via their cell phone and /or Internet, an Automatic Voice Announcement (AVA) system that will automatically announce the next bus stop and /or major points of interest along a given route, an Automatic Passenger Counter (APC) system that will allow for better tracking of ridership statics including boarding and de- boarding information, and an Electronic Fare Collection system that will allow for a broader spectrum of fare types as well as better tracking of fare and ridership data. The purchase, installation and implementation of ITS equipment for Mini -bus services were completed November 2012. The purchase, installation is nearly complete on the fixed route buses, and the pilot phase will commence mid -May 2013. The expected completion date for the ITS project in its entirety is July 2013. In late January 2013 -early February 2013 the City was notified that Mentor Engineering, Inc. (Mentor) had been purchased by Trapeze Software Group, Inc. (Trapeze) (see Attachment entitled "Trapeze Assignment Notice to City 2- 1 -13 "). Since receiving the notice the City Attorney's office has been working with Trapeze to order to ensure that Trapeze will comply with the contract between the City and Mentor. Barry Lindahl /City Attorney and Maureen Quann /Assistant City Attorney have reviewed the assurances as submitted by Trapeze, and have approve the City's giving assignment of the agreement between Mentor Engineering, Inc. and the City of Dubuque for The Jule's ITS project to Trapeze Software Group, Inc.. RECOMMENDATION /ACTION STEP Enclosed is a letter addressed to Trapeze Software Group, Inc., giving them assignability of the contract between the City of Dubuque and Mentor Engineering, Inc. I recommend that City Council approve and sign the letter, and that said letter be returned to me for disbursal and filing. Thank you. 2 Masterpiece on the Mississippi Dubuque bitti ANUneiWaCfly 'I I. 2007 May 6, 2013 Office of the Mayor City Hall 50 West 13th Street Dubuque, Iowa 52001 -4805 www.cityofdubuque.org .John H. Hines, Ill, President Trapeze Software Group, Inc. . 8360 East Via de Ventura, Suite L -200 Scottsdale, AZ 85258 RE Assignment t� Trapeze of Agreement between Mentor Engineering, Inc. and the City of Dubuque, Iowa for the Jule ITS Project Dear Mr. Hines: This letter constitutes the City of Dubuque, Iowa's consent to the assignment of the agreement between Mentor Engineering, Inc. and the City for the Jule ITS Project. This letter does not, however, constitute a waiver of the City's right to approve any future assignments that may occur. As a result of this assignment, the Trapeze Software Group, Inc. is responsible for the performance and observance of any and all duties and obligations under the agreement between the City and Mentor Engineering, Inc. for the project. We look forward to working with you as the obligations under the Agreement are fulfilled and the Project is completed. Sincerely, D !L./ Roy D' Buol Mayor cc: Barry Lindahl, City Attorney David Heiar, Economic Development Director Barbara Morck, Director of Transit Operations, The Jule /ECIA Candace Eudaley, Assistant Executive Director, ECIA Service People Integrity Responsibility Innovation Teamwork (5rapezeT1 NOTICE OF ASSIGNMENT February 1, 2013 City of Dubuque, Iowa 50 West 13th Street Dubuque, Iowa 52001 NOTICE RE: Assignment to Trapeze Group of all Agreements between Mentor Engineering, Inc. and the City of Dubuque for The Jule ITS Project Attention: Michael C. Van Milligen, City Manager Dear Sir, Please be advised that as a result of an asset purchase agreement entered into on January 31, 2013 (see attached announcement), Trapeze Software ULC ( "Trapeze ") has acquired the assets of Mentor Engineering Inc. ( "Mentor "). As a result of this transaction, all agreements between Mentor and you in effect on January 31, 2013 ( "Contract(s) ") will be assigned to Trapeze Software Group, Inc., a wholly owned subsidiary of Trapeze. Trapeze Software Group, Inc. has accepted assignment and will remain responsible for the performance and observance of any and all duties and obligations under the Contract(s) effective as of January 31, 2013. Any invoices outstanding as of January 31, 2013, should be paid by cheque made payable to Mentor Engineering Inc. and mailed to 10, 2175 — 29th St. NE, Calgary, AB T1Y 7H8. Please note that payment by direct deposit is no longer available and will not be accepted. Trapeze will provide any additional forms and information that you may require, including W9 forms. Trapeze welcomes our new customer relationship; you will be pleased to find that there are many valuable new services and opportunities available to you. We believe this acquisition can yield real benefits to you by bringing together the best of the Mentor solutions portfolio with the Trapeze enterprise offering. It is our intention that this acquisition can result in a comprehensive information technology enterprise system to support your orga nization. Please contact Trapeze's legal counsel, Dimitar Demirevski, at dimi .demirevski@trapezegroup.com, tel. 905 -629- 8727 or Resa Bourchier, at Resa .Bourchier@trapezegroup.com, Contract Administrator, at 403- 777 -3760 ext. 821, if you have any questions about this letter. Sincerely, • f Al"'6 John H Hines III, President Trapeze Software Group, Inc. Cc. Dimitar (Dimi) Demirevski, Legal Counsel Resa Bourchier, Contract Administrator www.trapezegroup.com 5800 Explorer Drive, 5th floor • Mississauga, Ontario L4W 5K9 Canada • t. 905.629.8727 • f. 905.238.8408 8360 East Via de Ventura, Suite L -200 • Scottsdale, Arizona 85258 U.S.A. • t. 480.627.8400 • f. 480.627.8411