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STATE OF OHIO

CONTROLLING BOARD
30 East Broad Street, 34th Floor
Columbus, Ohio 43215-3457
(614) 466-5721 FAX:(614) 466-3813

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Controlling Board No.
TOS0100010

OPERATING REQUEST

Status: Approved
Meeting Date: 8/3/2015

GENERAL INFORMATION
Agency
Waiver of Competitive Selection (Revised Code Section 127.16B)
Treasurer of State's Office
No Competitive Opportunity
Division/Institution
Agency Released Competitive Opportunity
Treasurer of State

Fiscal Year(s)
2016-2017
Bill No.

Agency Released Competitive Opportunity (Revised Code Section 127.162)

HB64

Other Statutory Authority/Bill Section:

Eligible for OBM
Director Approval?

Operating Transfer Request (Revised Code Section 127.14)

No
Appropriation
Cash
Other Statutory Authority/Bill Section:
VENDOR INFORMATION
For
Vendor ID
FY

Amount

Name

Address

City

State

County

Zip Code

TOS01 0000229216

2016

$1,300,000.00 OPENGOV INC

955 CHARTER
STREET

REDWOOD
CITY

CA

94063

TOS01 0000229216

2017

$1,425,000.00 OPENGOV INC

955 CHARTER
STREET

REDWOOD
CITY

CA

94063

FUNDING INFORMATION
Fund Group

Fund Code

Appropriation Line
Item

4E90

090603

Appropriation Line Item
Name
SECURITIES LENDING
INCOME

FY
2016

Amount
$1,300,000.00

FY
2017

Amount
$1,425,000.00

SIGNATURES

08/03/2015

Agency Director or Authorized Agent

On The Date Of

07/13/2015

Date

Controlling Board President/OBM Director

AGENCY CONTACT
Name: Jane E Wolfe
Phone: (614) 466 - 7995

Title: Fiscal Officer
Fax: (614) 485 - 6827

E-Mail: Jane.Wolfe@tos.ohio.gov

REQUIRED EXPLANATION OF REQUEST
The Treasurer of State's office ("TOS") respectfully requests Controlling Board approval for an agency released competitive opportunity in an
amount to be determined by services provided not to exceed $1,300,000.00 in FY16 and $1,425,000.00 for FY17, from fund 4E90, ALI

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090603 (Securities Lending Income), to contract with OpenGov, Redwood City, California.

OpenGov will assist TOS in the efficient administration and posting of multiple government expenditure databases on a central, online
transparency platform supplementing existing TOS transparency resources and assisting Ohio local governments, school districts, and
special districts in placing their checkbook-level financial data online.
In order to find the most qualified firm, TOS released a Request for Information ("RFI") in February 2015, and assembled a committee to
evaluate all responses. Upon the completion of review and evaluation of each of the respondents, the committee identified OpenGov as the
best candidate. The committee's decision was based on OpenGov's (1) ability to provide the scope of services, (2) ability to complement
existing TOS transparency resources, (3) ability to respond in a timely manner to the needs of TOS, (4) demonstrated understanding of the
goals and objectives of the Treasurer's office, and (5) pricing structure.
TOS executed a Master Agreement ("Agreement") with OpenGov on April 24, 2015 with the express understanding and agreement by both
parties that none of the rights, duties and obligations described in the Agreement shall be binding until such time as all necessary funds are
available or encumbered and, when required, such expenditure of funds is approved by the Controlling Board of the State of Ohio.

Attachments
Attachment Type

Controlling Board Request No.: TOS0100010
Attachment Description

Contract

Executed Agreement

Request for Proposal (RFP)

RFI-Transparency Technology Services

Release and Permit Information
Name
FY

Amount

OPENGOV INC

2016

$1,300,000.00

OPENGOV INC

2017

$1,425,000.00

R&P#

R & P Date

Operating Request Required Information
New Contract - OPENGOV INC

Issued By

Comments

Controlling Board Request No.: TOS0100010

1. Selection Process: Was this contract subject to selection by a Request for Proposal (RFP) process? Yes
a. Explain how the RFP was publicized or advertised.
TOS publicly posted a Request for Information (RFI) for Transparency Technology Services on its website http://ohiotreasurer.gov.
b. Number of proposals distributed. 3
c. Number of days in which interested parties had to respond to the RFP.

21

d. Number of proposals received.

3

e. Information for each proposal received (or see attachment).
Name

Proposal Amount

Address

City

State

OpenGov

$.00 955 Charter Street

Redwood City

Munetrix

$.00 3297 Five Points Drive

Auburn Hills

MI

Socrata

$.00 83 South King Street

Seattle

WA

County

CA

f. Explain why this contractor was selected.
TOS released a Request for Information ("RFI") in February 2015, and assembled a committee to evaluate responses. After review &
evaluation of the respondents, OpenGov was identified as the best candidate. The committee's decision was based on OpenGov's (1) ability to
provide the scope of services, (2) ability to complement existing TOS transparency resources, (3) ability to respond in a timely manner to the
needs of TOS, (4) demonstrated understanding of TOS goals & objectives, and (5) pricing structure.
g. Indicate who rated the responses and was involved in the selection of the contractor.
TOS created a committee comprised of the Deputy Treasurer, the Project Manager for the TOS Transparency Working Group and a Project
Management Officer to review and assess each of the responses. The committee conducted multiple phone calls/webinars with each of the
respondents both prior to and after the RFI submission deadline. The committee also met and reviewed each response with the Treasurer's
office Director of IT, Director of HR & Fiscal, Asst Director of Fiscal and Director of Public Affairs.
2. Provide the following selected contractor information:
OPENGOV INC
955 CHARTER STREET

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REDWOOD CITY, CA 94063
County:

3. Contractor's location from which all or most of the contract work will be performed, if different from the
location of principal place of business. (For institutional agencies, cite the location of the institution,
including the city and county, where services are to be performed.)
OPENGOV INC
955 CHARTER STREET
REDWOOD CITY, 94063
4. Institutional agencies only: Is the contractor currently performing services at the institution listed above?

5. Specify the deliverables of this contract or describe the scope of service(s) to be performed by this contractor.
OpenGov will assist TOS in efficient administration & posting of multiple government expenditure databases on a central, online transparency
platform supplementing existing TOS resources & assisting Ohio local governments, school districts, and special districts in placing checkbooklevel financial data online. OpenGov will provide a statewide license to access "Open Checkbook" functionality and updates & support for
onboarding & operation.
6. Cite the account category of expense being used for this purchase of service(s).
Account Category

Subobject

Amount

Non-Exempt Amount

537155

$1,300,000.00

$1,300,000.00

537155

$1,425,000.00

$1,425,000.00

$2,725,000.00

$2,725,000.00

Total Amounts
7. Duration of this contract (beginning and ending dates) within the fiscal biennium.
Beginning Date

Ending Date

07/01/2015

06/30/2017

8. Is the contractor already performing work under this contract?

Yes

a. On what date did the contractor begin work?

04/24/2015

b. Are you requesting retroactive approval of the contract?

No

9. Identify all state contracts which the selected contractor has had approved by the Controlling Board
since the beginning of the last fiscal year through this fiscal year to date. Also include contracts approved
for this agency or institutions of higher education.
a. Total number of contracts. 0
b. For each contract list the state agency and the contract amount.
Agency

Contract/Agreement Amount

10. Contractor Procurement Compliance:
a. Is this contractor in compliance with Buy America? N/A
Explain:
b. Is this contractor in compliance with Buy Ohio? No
Explain:

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FY

11. Provide the following employee information:

Nationwide
Total Number of Employees
Percentage of Women
Percentage of Minorities

Ohio

64

1

30%
34%

0%
0%

12. What percent of the work will be done by subcontractors? 0
If more than 50%, provide the same information for each subcontractor as requested in number 11 above for the contractor.
Subcontractor

Nationwide
# of Employees

Nationwide
% of Women

Nationwide
% of Minorities

Ohio
# of Employees

Ohio
% of Women

Ohio
% of Minorities

13. Provide all subsequent renewal schedules (beginning and ending dates) and amounts associated with this contract.
A contract renewal is the exercise of an option to enter into a subsequent contract with a vendor in accordance with renewal provisions specified
in a preceding contract.

Beginning Date

Ending Date

Total Lease Amount

Explain contract provisions. The terms of the Agreement commenced on the effective date, April 24, 2015, and continued through June 30,
2015. With required Controlling Board approval, the contract will automatically renew.

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