STRATEGIC PRIORITY: Government Performance & Financial Management
AGENDA DATE: September 28, 2022
COUNCIL DISTRICT(S): 1, 3, 5
DEPARTMENT: Office of Procurement Services
EXECUTIVE: Jack Ireland
______________________________________________________________________
SUBJECT
Title
Authorize a two-year service contract for financial counseling services at three financial empowerment centers for the Office of Community Care - Women In Need of Generous Support dba WiNGS, most advantageous proposer of five - Not to exceed $2,988,075 - Financing: General Fund (subject to annual appropriations)
Body
BACKGROUND
This action does not encumber funds; the purpose of a service contract is to establish firm pricing for services, for a specific term, which are ordered on an as needed basis.
This service contract will provide for financial counseling services at three financial empowerment center locations for the Office of Community Care. The service contract provides opportunities to integrate professional one-on-one financial coaching/counseling as a free public service into existing service delivery models. These services strategically align financial counseling as a core City function embedded within additional resources like utility assistance, food assistance, and workforce development programs, which will enable City residents to access a variety of services and resources. Services and resources include asset building activities to facilitate sustained financial stability for very low-to-moderate income clients and leveraging collaborative partnerships unique to the City.
The financial empowerment centers will be located in zip codes that have been identified as high poverty. Each financial empowerment center will provide financial counseling services available at no cost to all City residents above the age of 18.
A five-member committee from the following departments reviewed and evaluated the qualifications:
• Department of Housing and Neighborhood Revitalization (1)
• Office of Community Care (2)
• Small Business Center (1)
• Office of Procurement Services (1)*
*The Office of Procurement Services evaluated cost and local preference, if applicable.
The committee selected the successful respondent on the basis of demonstrated competence and qualifications under the following criteria:
• Programming work plan 37 points
• Organizational capacity 18 points
• Evaluation plan 15 points
• Cost and budget 15 points
• Cost per coached client 10 points
• Local Preference 5 points
As part of the solicitation process and in an effort 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 current calculated living wage during the solicitation process of this contract is $15.21; the selected vendor meets this requirement.
PRIOR ACTION/REVIEW (COUNCIL, BOARDS, COMMISSIONS)
On January 11, 2021, the Office of Community Care briefed the Workforce, Education and Equity Committee on Financial Empowerment Centers Planning and Update, providing an overview of planned programming and solicitation.
On April 28, 2021, City Council authorized the acceptance of a grant from the Cities for Financial Empowerment Fund, Inc. for the Financial Empowerment Center Planning Grant to support a Financial Empowerment Centers planning project for the period February 1, 2021 through January 30, 2022, by Resolution No. 21-0694.
On September 22, 2021, City Council authorized the FY22 Biennial Budget, inclusive of funding to support Financial Empowerment Centers by Resolution No. 21-1590.
FISCAL INFORMATION
|
Fund |
FY2022 |
FY2023 |
Future Years |
|
General Fund |
$1,488,075.00 |
$1,500,000.00 |
$0.00 |
Council District Amount
1 $ 996,025.00
3 $ 996,025.00
5 $ 996,025.00
Total $2,988,075.00
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 |
|
$2,988,075.00 |
Other Services |
N/A |
|
M/WBE Subcontracting % |
M/WBE Overall % |
M/WBE Overall Participation $ |
|
N/A |
N/A |
N/A |
|
• The Business Inclusion and Development Policy does not apply to Other Service contracts. |
|
• Women in Need of Generous Support dba WiNGS - Local; Workforce - 32.14% Local |
PROCUREMENT INFORMATION
Method of Evaluation for Award Type:
|
Request for Competitive Sealed Proposal |
• Utilized for high technology procurements, insurance procurements, and other goods and services • Recommended offeror whose proposal is most advantageous to the City, considering the relative importance of price, and other evaluation factors stated in the specifications • Always involves a team evaluation • Allows for negotiation on contract terms, including price |
The Office of Procurement Services received the following proposals from solicitation number BJZ22-00019328. We opened them on July 29, 2022. We recommend the City Council award this service contract to the most advantageous proposers by group.
*Denotes successful proposers
Proposers Address Score
*Women In Need 1610 South Malcolm X Blvd. Group 1- 81.76
of Generous Support Dallas, TX 75226 Group 2 - 0
dba WiNGS
Harmony Community 6969 Pastor Bailey Dr. Group 1- 79.52
Development Corp. Dallas, TX 75237 Group 2- 0
A Steady Hand 3907 Robert L. Parish Sr. Ave. Group 1- 69.75
Dallas, TX 75210 Group 2 - 0
Services of Hope 5470 Ellsworth Ave. Group 1- 72.51
Entities, Inc. Suite 500 Group 2 - 0
Dallas, TX 75206
Dallas Leadership 5200 East Grand Ave. Non-responsive
Foundation Suite 530
Dallas, TX 75223
OWNER
Women In Need of Generous Support dba WiNGS
Kate Rose Marquez, Chief Executive Officer
Laura Reefer, Chief Development Officer