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HomeMy WebLinkAboutResolutions - 2024.09.05 - 41895 AGENDA ITEM: Clarity Project and Resource Management Software Implementation Project DEPARTMENT: Facilities Planning & Engineering MEETING: Board of Commissioners DATE: Thursday, September 5, 2024 9:42 PM - Click to View Agenda ITEM SUMMARY SHEET COMMITTEE REPORT TO BOARD Resolution #2024-4384 Motion to approve the Clarity Project and Resource Management Software Implementation Project to purchase additional Clarity licenses and implementation services; further, that the Oakland County Board of Commissioners approves the transfer of the amount of $114,930 from the General Fund Non-Departmental Transfers (9090101) Technology Projects-One Time (760180) to the Information Technology Fund (#63600); further that the FY 24-26 budget be amended as detailed in the attached Schedule A. ITEM CATEGORY SPONSORED BY Budget Amendment Yolanda Smith Charles INTRODUCTION AND BACKGROUND Clarity Project and Resource Management Software Implementation Project POLICY ANALYSIS Facilities Management (FM), Facilities Planning & Engineering (FPE) is currently using multiple platforms (MS Excel, email, etc.) to process and track requests. Other areas of the county use the Clarity software for project management. This is a request for funding for FPE to purchase additional Clarity licenses and implementation services for this software to improve efficiencies with project management. BUDGET AMENDMENT REQUIRED: Yes Committee members can contact Barbara Winter, Policy and Fiscal Analysis Supervisor at 248.821.3065 or winterb@oakgov.com or the department contact persons listed for additional information. CONTACT Jason Warner, Manager Facilities Planning & Engineering ITEM REVIEW TRACKING Aaron Snover, Board of Commissioners Created/Initiated - 9/5/2024 AGENDA DEADLINE: 09/15/2024 9:42 PM ATTACHMENTS 1. Clarity Project Resource Mgt Software_Schedule A 2. Clarity Memo COMMITTEE TRACKING 2024-08-21 Economic Development & Infrastructure - Forward to Finance 2024-08-21 Finance - Recommend to Board 2024-09-05 Full Board - Adopt Motioned by: Commissioner Michael Gingell Seconded by: Commissioner Penny Luebs Yes: David Woodward, Michael Spisz, Michael Gingell, Penny Luebs, Karen Joliat, Kristen Nelson, Christine Long, Philip Weipert, Gwen Markham, Angela Powell, Marcia Gershenson, Yolanda Smith Charles, Charles Cavell, Brendan Johnson, Ajay Raman, Ann Erickson Gault, Linnie Taylor (17) No: None (0) Abstain: None (0) Absent: William Miller III, Robert Hoffman (2) Passed Oakland County, Michigan INFORMATION TECHNOLOGY - BUDGET AMENDMENT REQUEST FOR FACILITIES MANAGEMENT - CLARITY PROJECT AND RESOURCE MANAGEMENT SOFTWARE Schedule "A" DETAIL R/E Fund Name Division Name Fund # (FND) Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summar y Account Title FY 2024 Amendment FY 2025 Amendment FY 2026 Amendment E General Fund Non Departmental Transfers FND10100 CCN9090101 SC760180 PRG196030 760000 Technology Projects-One Time $(115,000)$-$- E General Fund Non Departmental FND10100 CCN9010101 SC788001 PRG196030 BFA63600 788001 Transfer Out – IT 115,000 $-$- E General Fund Non-Departmental FND10100 CCN9090101 SC730359 PRG196030 730000 Contingency $-$(10,000)$(10,000) E General Fund Facilities Planning & Engineering FND10100 CCN1040801 SC774636 PRG140020 770000 Info Tech Operations -10,000 10,000 Total Expenditures $-$-$- R Information Technology IT Administration FND63600 CCN1080101 RC631372 PRG152000 630000 OC Depts Operations $-$10,000 10,000 R Information Technology IT Administration FND63600 CCN1080101 RC695500 PRG152000 BFA10100 895500 Transfer In 115,000 $-$- Total Revenue $115,000 $10,000 $10,000 E Information Technology Application Services FND63600 CCN1080201 SC731458 PRG152010 730000 Professional Services $57,500 $-$- E Information Technology Application Services FND63600 CCN1080201 SC730373 PRG152010 730000 Contracted Services 57,500 $10,000 $10,000 Total Expenses $115,000 $10,000 $10,000 OAKLAND COUNTY EXECUTIVE DAVID COULTER Jason C. Warner, Manager Facilities Planning & Engineering Oakland County, MI (248) 431-1622 warnerj@oakgov.com One Public Works Drive | Public Works Building – 95W | Waterford, MI 48328| Fax (248) 452-2250 | OakGov.com TO:OAKLAND COUNTY BOARD OF COMMISSIONERS FROM:JASON WARNER, MANAGER FACILITIES PLANNING & ENGINEERING SUBJECT:CLARITY SOFTWARE IMPLEMENTATION DATE:7/23/24 Oakland County Facilities Management (FM), Facilities Planning & Engineering (FPE) oversees over 500 customer driven requests annually. These requests range from signs, furniture procurement, furniture repairs, building alterations and remodeling, capital improvements, and new building construction. Currently, project staff use Excel, MS Project, PDF forms, and email to report on project progress. Over the past few years FPE along with Information Technology have researched solutions to replace these time-consuming processes and consolidate those programs to one central location where all reporting, updates, tasks, and project details will be available. Clarity, the County’s standard enterprise Project Management software, provides planning for future projects, set priorities, and provides more transparency and a means to forecast start and completion dates of current and future work. With Clarity, a dashboard will be available for managers to monitor work task progress and workloads in a central location, and for staff to provide organized information. Clarity will provide efficiency for project staff. The attached resolution is a request for a budget amendment so that FPE may purchase additional Clarity licenses and implementation services from the County’s support vendor.