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AMENDMENT NO. 1 TO CONTRACT NO. 4,
CITY SECRETARY CONTRACT NO.38736
PROFESSIONAL SERVICES AGREEMENT
SALVAGGIO,TEAL & ASSOCIATES
WHEREAS, the City of Fort Worth (hereafter "City") and Salvaggio, Teal & Associates,
(hereafter "STA"), collectively the "parties," entered into City of Fort Worth City Secretary Contract
("CSC")No. 38736, (hereafter"Contract") which was authorized by the City Council by M&C C-23563
on June 2,2009; and
WHEREAS, the Contract involves consultation for Phase II of the transformation of the City's
legacy financial and procurement information systems to an Enterprise Resource Planning ("ERP")
System; and
WHEREAS, the Contract is on a fixed fee and time-and-materials basis for pre-implementation
guidance, oversight, recommendations and planning assistance; and
WHEREAS, the scope of the Contract is limited to Phase II, Pre-Implementation, guidance,
oversight, recommendations and planning assistance to the City in the management and execution of the
strategic initiative; and
WHEREAS, the parties wish to amend the Contract to extend the timeline of Phase II Pre-
Implementation Services in support of the continuance of implementation preparation activities, on a
time and materials basis, for the implementation of Phase II of the Enterprise Resource Planning
Proj ect.
NOW THEREFORE, City and STA, acting herein by and through their duly authorized
representatives, enter into this agreement which amends the Contract as follows:
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
i
1.
Exhibit C, Payment Schedule, is hereby amended to expand the timeline and associated
projected payments as specified in STA Phase I1, Exhibit C-1 PAYMENT SCHEDULE REVISION 1,
which replaces Exhibit C PAYMENT SCHEDULE, and is attached hereto and incorporated into the
Contract for all purposes. This Amendment utilizes available project contingency funds in the amount
of$440,832.00.
2.
All other provisions of the Contract that are not expressly amended herein shall remain in full
force and effect.
OFFICIAL RECORD
CFW/STA
CITY SECRETARY
Amendment No. 1 to CSC No. 38736 FT. WORTH, TX
Page 2 of 3
2
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Executed on this the I I t�day of 2011.
CITY OF FORT WORTH: SALVAGGIO,TEAL&ASSOCIATES:
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By: ' Cf�-/i By: �
Karen L.Montgomery /l Nathan L.Frey,Partner
Assistant City Manager °l l Salvaggio,Teal&Associa Is
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CONTRACT AUTHORIZATION
M&C: C "Aq* 4f
Date Approved: I S 2Q
CFW/STA
Amendment No. 1 to CSC No. 38736
Page 3 of 3
OFFICIAL RECORD
CITY SECRETARY
FT.WORTH,TX
3
EXHIBIT C-1
STA PHASE II PAYMENT SCHEDULE REVISION 1
WN
's` spa yAM
June, 2009— Project Plan $29,568
September, 2010 Project Kick-Off $65,016
Draft Financial Requirements $85,680
Final Financial Requirements $56,784
Draft Procurement Requirements $74,592
Final Procurement Requirements $47,712
Draft"Plus 4" Requirements $33,936
Final "Plus 4" Requirements $20,160
Draft General/Technical Requirements $69,888
Final General/Technical Requirements $17,472
Procurement Strategy $67,200
RFP $106,848
Demo Scripts $98,784
Evaluation Preparation Deliverable $62,496
Evaluation Results Deliverable $62,496
SUB TOTAL- $898,632
PART 1 DELIVERABLES
June, 2010— T&M -Contract Negotiations $72,584
February, 2011 T&M— Implementation Pre $247,296
SUB TOTAL- $319,880
PART 2 Time and Materials
l 1 A
February, 2011 — T&M - Continued Implementation Preparation $440,832
July, 2011 • Project Management
• Contract Finalization and Scope Confirmation
• Data Cleansing and Gathering
• Accounting Workshops for Targeted Audiences
• Change Management
• Benchmarking Research
• Business Improvement
SUB TOTAL- x760,712
TIME AND MATERIALS
GRAND TOTAL $1,659,344
OFFICIAL RECORD
CITY SECRETARY 4
FT. WORT". vX
.M&C'Review Page 1 of 2
Official site of the City of sort Worth,Texas
CITY COUNCIL AGENDA ruR
REFERENCE 13STA ERP PHASE II
DATE: 2/15/2011 NO.: C-24741 LOG NAME: IMPLEMENTATION
SERVICES
CODE: C TYPE: NOW PUBLIC NO
CONSENT HEARING:
SUBJECT: Authorize Amendment No. 1 to City Secretary Contract No. 38736 with Salvaggio, Teal
and Associates for Enterprise Resource Planning, in the Amount of$440,832.00 to
Provide Continued Implementation Preparation Activities for the Implementation
of Phase II of the Enterprise Resource Planning Project
RECOMMENDATION:
It is recommended that the City Council authorize Amendment No. 1 to City Secretary Contract No.
38736 with Salvaggio, Teal and Associates for Enterprise Resource Planning in the amount of
$440,832.00 to provide continued implementation preparation activities for the implementation of
Phase II of the Enterprise Resource Planning Project.
DISCUSSION:
On June 9, 2009, City Council approved M&C C-23563 to contract with Salvaggio, Teal and
Associates (STA) as the City's Principal ERP Consultant for Enterprise Resource Planning, Phase II
— Financials/Procurement.
Staff is recommending a six-month delay to the start of Phase II of the Enterprise Resource Planning
— Financials/Procurement system and a change of the go-live date from October 1, 2012 to October
1, 2013. This delay will enhance project preparation and increase the likelihood of a successful
implementation. Pursuant to this project extension, it is necessary to extend the City's contract with
Salvaggio, Teal and Associates to provide the following services necessary to prepare for
implementation phase of Financials/Procurement. STA will continue to serve as an independent
consultant providing the following services:
Provide assistance with contract finalization and scope confirmation for Implementation Services
vendor and implementation phase
Provide additional Data Gathering and Cleansing (Fixed Asset Data Clean Up and Chart of Accounts
Redesign)
Develop and conduct accounting workshops
Develop change management network and orientation
Conduct PeopleSoft municipal benchmarking for targeted business models
Conduct business improvement efforts for targeted processes in the scope of
Financials/Procurement
M/WBE - Salvaggio, Teal and Associates is in compliance with the City's M/WBE Ordinance by
committing to seven percent participation on this project. The City's goal on this project is seven
percent.
FISCAL INFORMATION/CERTIFICATION:
The Financial Management Services Director certifies that funds are available in the current capital
budget, as appropriated, of the Specially Funded Capital Projects Fund.
TO Fund/Account/Centers FROM Fund/Account/Centers
C291 539120 1310301361 XX $440,8.32,00
http://www.fortworthgov.org/council_packet/mc_review.asp?ID=14527&councildate=2/15/2011 2/15/2011
M&C`Review Page 2 of 2
Submitted for City Manager's Office by- Karen L. Montgomery (6222)
Originating Department Head: Lena H. Ellis (8517)
Additional Information Contact: Arlethia Dupree (2464)
ATTACHMENTS
http://www.fortworthgov.org/council_packet/mc_review.asp?ID=14527&councildate=2/15/2011 2/15/2011