STRATEGIC PRIORITY: Government Performance & Financial Management
AGENDA DATE: June 26, 2024
COUNCIL DISTRICT(S): All
DEPARTMENT: Office of Procurement Services
EXECUTIVE: Donzell Gipson
______________________________________________________________________
SUBJECT
Title
Authorize a two-year service price agreement for consulting services for financial compliance of the Coronavirus State and Local Fiscal Recovery Fund Program for Budget and Management Services - Horne LLP, most advantageous proposer of fourteen - Estimated amount of $1,563,550.00 - Financing: ARPA Redevelopment Fund (subject to annual appropriations)
Body
BACKGROUND
This action does not encumber funds; the purpose of a service price agreement is to establish firm pricing for services, for a specific term, which are ordered on an as needed basis according to annual budgetary appropriations. The estimated amount is intended as guidance rather than a cap on spending under the agreement, so that actual need combined with the amount budgeted will determine the amount spent under this agreement.
This service price agreement will provide for consulting services for financial compliance of the Coronavirus State and Local Fiscal Recovery Fund Program for Budget and Management Services. Consultant services will be responsible for supporting City staff with American Rescue Plan Act (ARPA) and Local Fiscal Recovery Funds (SLFRF) rules and regulations with divisions on staying informed of any current or pending requirements which may impact the administration of the ARPA/SLFRF programs. The selected firm will also be responsible for sampling expenditures to test for compliance.
The U.S. Department of Treasury issued certain compliance and reporting guidance that ARPA recipients may use funds for administering the SLFRF also referred to as ARPA. Funds may include cost of consultants to support effective management and oversight, including consultation for ensuring compliance with legal, regulatory, and other requirements.
The service price agreement consists of multi-year funds which will assist in providing consulting services for Budget and Management Services awarded programs receiving grant or federal funds. Consultant services will be responsible for supporting City staff with rules, regulations, and guidance to financial and compliance support.
A six-member committee from the following departments reviewed and evaluated the qualifications:
• Building Services Department (1)
• Budget and Management Services (2)
• Office of Community Care (1)
• Park & Recreation Department (1)
• Small Business Center Department (1)
The committee selected the successful respondent on the basis of demonstrated competence and qualifications under the following criteria:
• Experience 35 points
• Approach and methodology 25 points
• Technical competence 25 points
• Business Inclusion and Development Plan 15 points
As part of the solicitation process and to increase competition, the Office of Procurement Services used its procurement system to send out email notifications to vendors registered under relevant commodity codes. To further increase competition, the Office of Procurement Services uses historical solicitation information, the Internet, and vendor contact information obtained from user departments to contact additional vendors.
On November 10, 2015, the City Council authorized a living wage policy that requires contractors to pay their employees a “living wage” rate as established annually by the Massachusetts Institute of Technology Living Wage Calculator for Dallas County by Resolution No. 15-2141. The calculated living wage during the solicitation process of this contract is $18.24; the selected vendor meets this requirement.
PRIOR ACTION/REVIEW (COUNCIL, BOARDS, COMMISSIONS)
On June 23, 2021, the City Council authorized the acceptance of grant funds from the U.S. Department of Treasury for the Coronavirus Local Fiscal Recovery Fund to provide relief during the ongoing COVID-19 pandemic by Resolution No. 21-1149.
On September 22, 2021, the City Council authorized the final reading and adoption of the appropriation ordinance for the FY 2021-22 City of Dallas Operating, Capital, and Grant & Trust Budgets, which included the American Rescue Plan Act funds from the U.S. Department of Treasury for the Coronavirus Local Fiscal Recovery Funds by Resolution No. 21-1590.
FISCAL INFORMATION
|
Fund |
FY 2024 |
FY 2025 |
Future Years |
|
ARPA Redevelopment Fund |
$1,563,550.00 |
$0.00 |
$0.00 |
M/WBE INFORMATION
In accordance with the City’s Business Inclusion and Development Policy adopted on September 23, 2020, by Resolution No. 20-1430, as amended, the M/WBE participation on this contract is as follows:
|
Contract Amount |
Procurement Category |
M/WBE Goal |
|
$2,238,600.00 $1,563,550.00 |
Other Services |
N/A |
|
M/WBE Subcontracting % |
M/WBE Overall % |
M/WBE Overall Participation $ |
|
43.21% 38.04% |
43.21 38.04%% |
$967,200.00 $594,800.00 |
|
• This item is Other Services and no availability and disparity in the market, however there is 43.21% 38.04% WBE participation. |
|
• Horne, LLP - Non-local; Workforce - 0.00% Local |
PROCUREMENT INFORMATION
Method of Evaluation for Award Type:
|
Request for |
• Utilized for professional, personal, revenue, and planning services |
|
Proposal |
• Recommended offeror is the responsible offeror whose proposal most closely meets established criteria for the services advertised, based on demonstrated competence and qualifications at a fair and reasonable price |
|
|
• Always involves the evaluation by committee |
|
|
• Allows for negotiation on contract terms, including price |
The Office of Procurement Services received the following proposals from solicitation number BDZ23-00022352. We opened them on July 28, 2023. We recommend the City Council award this service price agreement in its entirety to the most advantageous proposer.
*Denotes successful proposer
Proposers Address Score
*Horne, LLP 506 West 12th St. 84.60
Austin, TX 78701
Hagerty Consulting, Inc. 1618 Orrington Ave. 76.20
Suite 201
Evanston, IL 60201
Ernst & Young 2323 Victory Ave. 74.60
Dallas, TX 75219
Baker Tilly US, LLP 2500 Dallas Pkwy. 70.80
Suite 300
Plano, TX 75093
Grant Works 2201 Northland Dr. 69.80
Austin, TX 78756
Guidehouse, Inc. 2701 Highpoint Oaks Dr. 64.40
Lewisville, TX 75067
Deloitte 30 Rockefeller Plz. 64.00
New York, NY 10112
CohnReznick LLP 14675 Dallas Pkwy. 63.40
Dallas, TX 75254
Clifton Larson Allen LLP 5001 Spring Valley Rd. 59.40
600W
Dallas, TX 75244
UHY Advisors Mid-Atlantic, Inc. 8601 Robert Fulton Dr. 56.40
Suite 210
Columbia, MD 21046
Kearney & Company, P.C. 1701 Duke St. 56.00
Suite 500
Alexandria, VA 22314
Plante & Moran, PLLC 3000 Town Ctr. 36.40
Suite 100
Southfield, MI 48075
Emerge Financial Group 11767 Katy Frwy. 26.60
Suite 420,
Houston, TX 77079
Ivy Chain Advisory LLC 1006 Edison Park Ct. 26.20
Tampa, FL 33606
OWNER
Horne LLP
Neil Forbes, Managing Partner