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Home My WebLink AboutContract 43436-A2 �I7Y SECRETARY , CONTRAC1,NO AMENDMENT NO. 2 TO CITY SECRETARY CONTRACT NO. 43436 PROFESSIONAL SERVICES AGREEMENT STA Consulting WHEREAS, the City of Fort Worth (hereafter "City") and International Consulting Acquisition Corp dba STA Consulting, (hereafter "STA"), collectively the "parties," entered into City of Fort Worth City Secretary Contract ("CSC") No. 43436, (hereafter "Agreement") which was authorized by the City Council by M&C C-25670 on July 26, 2012; and WHEREAS, the City has embarked upon a business and technology transformation initiative to replace its current collection of legacy financial and administrative information systems with an integrated enterprise solution (commonly known as an Enterprise Resource Planning or ERP System); and WHEREAS, the City has engaged the services of STA to provide expert guidance, oversight, recommendations and planning assistance to the City in the management and execution of this strategic initiative; and WHEREAS, STA will serve as the City's Principal ERP Consultant for the full ERP project lifecycle from initiation to the implementation of an ERP system and initial project closeout; and WHEREAS, the parties wish to amend the Agreement to further extend the timeline of Phase 2 in support of an additional extension of the post-go live support of the new ERP system and the implementation assistance with additional financial modules. NOW, THEREFORE, City and STA, acting herein by and through their duly authorized representatives, enter into this Amendment which amends the Agreement as follows: 1. Section 3. COMPENSATION of the Agreement shall be modified to include post-go-live support of the ERP system and implementation assistance with additional financial modules and upgrade for the ERP system for an amount not to exceed $907,718 for a total contract amount not to exceed $ 6,983,356. 2. The Agreement is hereby amended to add "Exhibit B-1," Major Task Areas, to include advisory services and implementation assistance beginning upon execution of this Amendment, continuing until September 30, 2018. "Exhibit B-1" is attached hereto and incorporated into the Agreement for all purposes. OM"iAL ti ii k;ORD CFWi STA Amendment CITY SECRETARY Amendment No.2 to CSC No.43436 Page 1 of FT.WORTH, TX 3. The Agreement is hereby amended to add "Exhibit C-2," Payment Schedule, which amends the Agreement to include projected payments through the Expiration Date of the Agreement. "Exhibit C-2" is attached hereto and incorporated into the Agreement for all purposes. 4. All other provisions of the Agreement that are not expressly amended herein shall remain in full force and effect. Executed on this the& of - 016. CITY OF FORT WORTH: International Consulting Acquisition Corp dba STA Consulting: By: By: Suan Janis, Assist nt City,Manager Nathan Frey, Managing Partner Date: �. r�l 7 3 1 b Date: /Z/07 4;u ATTEST: T� p �q* 0 By: g ° o Mary a er, ity Secretary 1" /_ anc�,ohl"#� 00 APPROVED AST AND LEGALITY: By: Christa Reynolds, Senior Assistant City Attorney Contract Authorization: M&C: C-27996 Date Approved: _12/6/2016_ Form 1295 Cert No. 2016-133756 Crw i STA L0FF1CJAL ,1,EC0RDAmendment No.2 to CSC No.4343GI'agc 2 of5TAR`�d, TX I EXHIBIT B-1 MAJOR TASK AREAS General Timeframe Task Area Start End Production Support Provide Production Support for System Users, Problem March Sep Research, and Solution Definition 2016 2018 Provide Daily Activity Emails Provide Help Desk Ticket Support Project Management Activities for Additional Modules Conduct Weekly Project Team Meetings Conduct Steering Committee Meetings Compile Status Reports Monitor Issue and Risk Processes March Dec 2016 2017 Monitor Progress on Work Schedule Guide Project Team Resources Oversee Implementation Services Provider Facilitate Project Team Use of Project Collaboration Tools, e.g. SharePoint Planning Activities Develop Project Charter(s) Manage Development of Work Schedule(s), Scope Management March Dec Plan(s), Cost Management Plan(s), Quality Management Plan(s), 2016 2017 Human Resource Plan(s), Communication Plan(s), Risk Management Plan(s), Procurement Management Plan(s), and Stakeholder Management Plan(s) Design, Development, and Testing Activities Review Implementation Vendor Deliverables for Design and Development Coordinate the City Approval of Implementation Vendor Sept Jul Deliverables for Design and Development 2016 2017 Coordinate City Functional SME involvement in Design and Testing Coordinate City Technical SME involvement in Interface Development and Data Conversion Extraction and Testing Manage Project Team Use of STAT for Development Management and SharePoint for collaboration Training, Communication, and Organizational Change Management Activities Review Implementation Vendor Deliverables for Training, Feb Aug Communications, and Change Management 2017 2017 Coordinate the City Approval of Implementation Vendor CFW/STA 3 Amendment No.2 to CSC No.43436 Page 3 of 5 General Timeframe Task Area Start End Deliverables for Training, Communications, and Change Management Coordinate and Monitor Training Registration and Delivery Activities with City Training Lead and Implementation Services Vendor (where applicable) Review and Distribute Communications per Communications Plan Assist in Organizational Change Management Activities Deployment Activities Review Implementation Vendor Deliverables for Cutover Plan Coordinate the City Approval of Implementation Vendor Cut Over July Sep Plan 2017 2018 Facilitate Go-No-Go Decision Makin Manage Project Closeout CFW/STA 4 Amendment No.2 to CSC No.43436 Page 4 of 5 EXHIBIT C-2 PAYMENT SCHEDULE Nov-16 $ 37,024 Dec-16 Dec-16 $ 37,024 Jan-17 Jan-17 $ 37,024 Feb-17 Feb-17 $ 69,154 Mar-17 Mar-17 $ 79,864 Apr-17 Apr-17 $ 129,734 May-17 May-17 $ 109,768 Jun-17 Jun-17 $ 137,210 Jul-17 Jul-17 $ 66,928 Aug-17 Aug-17 $ 66,928 Sep-17 Sep-17 $ 53,756 Oct-17 Oct-17 $ 37,024 Nov-17 Nov-17 $ 37,024 Dec-17 Dec-17 $ 9,256 Jan-18 $ 907,718 CFW/STA 5 Amendment No.2 to CSC No.43436 Page 5 of 5 CERTIFICATE OF INTERESTED PARTIES FORM 1295 lofl Complete Nos.1-4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos.1,2,3,5,and 6 if there are no interested parties. CERTIFICATION OF FILING 1 Name of business entity filing form,and the city,state and country of the business entity's place Certificate Number: of business. 2016-133756 International Consulting Acquisition Corporation doing business as STA Consulting Austin,TX United States Date Filed: 2 Name of governmental entity or state agency that is a party to the contract for which the form is 11/07/2016 being filed. City of Fort Worth Date Acknowledged: 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract,and pr vide a description of the services,goods,or other property to he provided under the contract. CSC 43436 Amendment#2 Implementation advisory services and project delivery assistance Nature of interest 4 Name of Interested Party City,State,Country(place of business) (check applicable) Controlling I Intermediary Information Services Group, Inc. Stamford,CT United States X 5 Check only if there is NO Interested Party. ❑ 6 AFFIDAVIT I swear,or affirm,under penalty erjury,that the above disclosure is true and correct. SNERN LYNN DOWNEY WHY ID+Ir 125570149 My Confte/fon Explret; amp fob►wry 2.2018 Signature uthorized ent of contracting business entity kV AFFIX NOTARY STAMP/ EA A O E 2 Sworn to and subscribed before me,by the said `�homas 4r1( this the —1 4-h day of lv ac"e,r 20 `,to certify which,witness my hand and seal of office. Sherrie, 11r VJ Signature 4oer administering oath Printed name of offic r dministering oa h Title of off(j administering oath Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.0.277 M&C Review Page 1 of 2 Official site of the City of Fort Worth,Texas CITY COUNCIL AGENDA FOR » COUNCIL ACTION: Approved on 12/6/2016 REFERENCE ** 04STA CONSULTING ERP DATE: 12/6/2016 NO.: C-27996 LOG NAME: IMPLEMENTATION ADVISORY SERVICES CODE: C TYPE: CONSENT PUBLIC NO HEARING: SUBJECT: Authorize Execution of Contract Amendment No. 2 to City Secretary Contract No. 43436 with International Consulting Acquisition Corporation d/b/a STA Consulting in an Amount Not to Exceed $907,718.00 to Provide Implementation Advisory Services and Project Delivery Assistance for the City's Enterprise Resource Planning System (ALL COUNCIL DISTRICTS) RECOMMENDATION: It is recommended that the City Council authorize the execution of contract Amendment No. 2 with International Consulting Acquisition Corporation d/b/a STA Consulting in an amount not to exceed $907,718.00 to provide implementation advisory services and project delivery assistance for the City's Enterprise Resource Planning System. DISCUSSION: On June 2, 2009, the City Council approved Mayor and Council Communication (M&C) C-23563 to hire STA Consulting (STA) as the City's Principal ERP Consultant for ERP Phase II. The Professional Services Agreement was structured to consist of three distinct steps: Step 1: Project initiation through vendor selection Step 2: Contract negotiations Step 3: Implementation assistance STA provided critical implementation assistance for the October 2015 move to production of the initial PeopleSoft Financial ERP modules together with integration of the PeopleSoft Payroll/Timekeeping and the BuySpeed Purchasing Systems. On April 12, 2016, the City Council approved M&C C-27675 to provide the necessary appropriation for STA to provide implementation assistance to support system transition and implementation advisory services and project delivery assistance for the Accounts Receivable and Budget systems which are the next modules to be implemented. This M&C provides the necessary authorization for STA to provide implementation advisory services and project delivery assistance for the Human Capital Management 9.2 Upgrade and Accounts Receivable Point of Sale projects. Funding for these initiatives shall not exceed $907,718.00 for a total contract amount of$7,626,376.00 and is available in the ERP Capital Project. M/WBE OFFICE - International Consulting Acquisition Corp. d/b/a STA Consulting agrees to maintain its initial M/WBE commitment of 11 percent that it made on the original Agreement and extend and maintain that same 11 percent to all prior amendments up to and inclusive of this Amendment No. 2. Therefore, International Consulting Acquisition Corp. d/b/a STA Consulting remains in compliance with the City's M/WBE Ordinance and attests to its commitment by its signature on the Acceptance of Previous M/WBE Commitment Form executed by an authorized representative of its company. ADMINISTRATIVE AMENDMENT-An administrative amendment or increase may be made by the City Manager, or his designee, for a total amount not to exceed $50,000.00 annually. Such increase or amendment does not require specific City Council approval as long as sufficient funds have been http://apps.cfwnet.org/council_packet/mc_review.asp?ID=24082&councildate=12/6/2016 12/19/2016 M&C Review Page 2 of 2 appropriated. AGREEMENT TERM - Upon City Council's approval of this M&C, the Agreement shall be extended to expire on September 30, 2018. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that funds are available in the current capital budget, as appropriated, of the ERP project and that prior to an expenditure being made, the IT Solutions Department has the responsibility to validate the availability of funds without exceeding existing appropriations. TO Fund Department Account Project Program Activity Budget Reference# Amount ID ID Year (Chartfield 2) FROM Fund Department Account Project Program Activity Budget Reference# Amount ID ID Year (Chartfield 2) Submitted for City Manager's Office by: Susan Alanis (8180) Originating Department Head: Kevin Gunn (2015) Additional Information Contact: Steve Streiffert (2221) ATTACHMENTS ISG Amendment 2 Form 1295.pdf http://apps.cfwnet.org/council_packet/mc_review.asp?ID=24082&councildate=12/6/2016 12/19/2016