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  23.       
Meeting Date: 06/03/2014  
Award Budget Sofware Power Plan
Submitted For: Bob Space Submitted By: Connie Singleton, Purchasing
Department: Purchasing  
Agenda Category: Regular Agenda Items

Information
Agenda Item
Discuss, consider and take appropriate action on awarding proposals received for Public Sector Budget Software for Williamson County, 14RFP00208 to the best proposal meeting specifications – PowerPlan Corporation and approving the Agreements for execution.
Background
The evaluation team for Budget Software consisted of:
Ashlie Koenig, Alison Gleason, Melanie Denny, Shirley Taylor, Julianne Gonatas , Minnie Beteille, Jennifer Templeton, David Dukes, Rebecca Clemons and Elizabeth Castillo.

Ten software companies responded to this proposal in February:
Affinity, AST, BTRG, McLain, Momix, Obero, Power Plan, Questica, Neubrain and Vena

The evaluation team reduced the number of applicants to 6 on 2-27-14 for demonstrations and interviews.
The following respondents gave 2 hour demonstrations to the evaluation team:
Affinity, McLain, Momix, Neubrain, Power Plan, Questica

After the software demonstrations the team reduced the number of applicants to 3 on 3-20-14:
McLain, Questica and Power Plan

These applicants gave another, more specific 2 hour demo on designated components of the software requested by the Evaluation team. Following the demonstrations, we requested a best and final offer from the three.

Power Plan was chosen unanimously from these 3 candidates on April 16-14, as the preferred software solution.
After further negotiations and review from Legal and the Auditor's office the agreement was completed by Power Plan.

Fiscal Impact
From/To Acct No. Description Amount
Attachments
Power Plan Agmt
Evaluation 2-27-14
Evaluations 3-20-14
Evaluation-Final 4-16-14
recommendation letter

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Form Review
Inbox Reviewed By Date
Purchasing rspace 05/29/2014 08:16 AM
County Judge Exec Asst. Wendy Coco 05/29/2014 09:28 AM
Form Started By: csingleton Started On: 05/23/2014 08:14 AM
Final Approval Date: 05/29/2014

    

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