File #: 18-2125    Name: AUTHORIZATION TO ENTER INTO AN AGREEMENT WITH AVOLVE SOFTWARE FOR PROJECTDOX UPGRADES
Type: Purchasing/Contract
Body: Village Council
Agenda Date: 6/12/2018 Final action:
Title: ITEM: AUTHORIZATION TO ENTER INTO AN AGREEMENT WITH AVOLVE SOFTWARE FOR PROJECTDOX UPGRADES REQUEST: Authorization to enter into an agreement with Avolve Software, for ProjectDox upgrades, at a cost of $82,750.
Attachments: 1. 1. ProjectDox Proposal - Projectflow, 2. 2. ProjectDox Proposal - Laserfiche, 3. 3. ProjectDox Proposal - Custom Integration
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ITEM: AUTHORIZATION TO ENTER INTO AN AGREEMENT WITH AVOLVE SOFTWARE FOR PROJECTDOX UPGRADES

REQUEST: Authorization to enter into an agreement with Avolve Software, for ProjectDox upgrades, at a cost of $82,750.

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EXPLANATION: ProjectDox is the current electronic plan review software that routes Building, Engineering, and Utility permit applications through the plan review process. ProjectDox comes with an advanced set of tools - eForms, project templates, workflows, and folder structures which has helped to automate and expedite the permitting process, by allowing files to be submitted online and routed digitally through the permitting process. The applications are routed electronically to the Building, Planning, Engineering, Legal and Utility departments as required for sufficiency. Once approved, the applicants have access to approved plans and permit cards online, to access or download at their convenience. The Village of Wellington has been utilizing ProjectDox since 2009; our current workflow platform is nearing end of life and will no longer be supported, as of December 2018.

Staff is requesting the following upgrades:

1) Upgrade current ProjectDox workflows to the new ProjectFlow workflow platform. Wellington upgraded to ProjectDox version 8.6 in September 2017 in anticipation of this move to support the new workflow platform. - $47,750

2) EnerGov Custom Integration with ProjectDox. Following the upgrade to the ProjectFlow workflow platform, Avolve will build a custom integration to the EnerGov system from Tyler to be able to continue using ProjectDox for plan review when Wellington goes live with EnerGov in May 2019. - $10,000

3) Document Management System integration will allow for approved plans to be digitally archived. This is an alternate solution as we continue the ERP migration. We will have to evaluate whether to stay on the current Document Management System (Laserfiche) or move to another Document Management System...

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