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HomeMy WebLinkAboutContract 54912 CSC No. 54912 �C bakertill y Baker Tilly US, LLP 2500 Dallas Parkway Suite 300 Plano,TX 75093 972 748 0300 November 17, 2020 Mr. Jesus Chapa Assistant City Manager City of Fort Worth 1000 Throckmorton St. Fort Worth, TX 76102 RE: Engagement Letter Agreement Related to Services Dear Mr. Chapa: This letter agreement(the"Engagement Letter") is to confirm our understanding of the basis upon which Baker Tilly US, LLP ("Baker Tilly"), acting directly or through one or more of its affiliated entities, are being engaged by the City of Fort Worth, Texas (the"Client")to assist the Client with advisory services. For the purpose of clarity, in any instance where Baker Tilly acts through one or more of its affiliated entities, Baker Tilly will ultimately remain responsible for all work performed under this Engagement Letter and all obligations contained herein. Scope, Objectives and Approach It is anticipated that projects undertaken in accordance with this Engagement Letter will be at the request of the Client. The scope of services, additional terms and associated fee for individual engagements will be contained in a Scope Appendix or Appendices to this Engagement Letter. Authorization to provide services will commence upon execution and return of this Engagement Letter and one or more Appendices. Management's Responsibilities It is understood that Baker Tilly will serve in an advisory capacity with the Client. The Client is responsible for management decisions and functions, and for designating an individual with suitable skill, knowledge or experience to oversee the services we provide. The Client is responsible for evaluating the adequacy and results of the services performed and accepting or not accepting such services. The Client is responsible for establishing and maintaining internal controls, including monitoring ongoing activities. The procedures we perform in our engagement will be heavily influenced by the representations that we receive from Client personnel.Accordingly,false representations could cause material errors to go undetected.The Client,therefore, agrees that Baker Tilly will have no liability in connection with claims based upon our failure to detect material errors resulting from false representations made to us by any Client personnel and our failure to provide an acceptable level of service due to those false representations. The ability to provide service according to timelines established and at fees indicated will rely in part on receiving timely responses from the Client. The Client will provide information and responses to deliverables within the timeframes established in a Scope Appendix unless subsequently agreed otherwise in writing. In the event any subsequently agreed revision in timeline is anticipated to impact costs, no additional fee shall be charged or payable unless agreed in advance in writing by both parties. The responsibility for auditing the records of the Client rests with the Client's separately retained auditor, and the work performed by Baker Tilly shall not include an audit or review of the records or the expression of an opinion on financial data. OFFICIAL RECORD City of Fort Worth Engagement Letter,dated November 17,2020 CITY SECRETARY Page 1 of 6 (MSM20200825) FT. WORTH, TX CF bakertilty Ownership of IP Unless otherwise stated in a specific Scope Appendix, subject to Baker Tilly's rights in Baker Tilly's Knowledge (as defined below), Client shall own all intellectual property rights in the deliverables developed under the applicable Scope Appendix or Appendices ("Deliverables"). Notwithstanding the foregoing, Baker Tilly will maintain all ownership right, title and interest to all Baker Tilly's Knowledge. For purposes of this Agreement"Baker Tilly's Knowledge" means Baker Tilly's proprietary programs, modules, products, inventions, designs, data, or other information, including all copyright, patent, trademark and other intellectual property rights related thereto, that are (1) owned or developed by Contractor prior to the Effective Date of this Agreement ("Baker Tilly's Preexisting Knowledge") (2) developed or obtained by Baker Tilly after the Effective Date, that are reusable from client to client and project to project, where Client has not paid for such development; and (3) extensions, enhancements, or modifications of Baker Tilly's Preexisting Knowledge which do not include or incorporate Client's confidential information. To the extent that any Baker Tilly Knowledge is incorporated into the Deliverables, Baker Tilly grants to Client a non-exclusive, paid up, perpetual royalty-free worldwide license to use such Baker Tilly Knowledge in connection with the Deliverables, and for no other purpose without the prior written consent of Baker Tilly. Additionally, Baker Tilly may maintain copies of its work papers for a period of time and for use in a manner sufficient to satisfy any applicable legal or regulatory requirements for records retention. Timing and Fees Specific services will commence upon execution and return of a Scope Appendix to this Engagement Letter, and our professional fees will be based on the rates outlined in such Scope Appendix. Unless otherwise stated, in addition to the fees described in a Scope Appendix the Client will pay all of Baker Tilly's reasonable out-of-pocket expenses incurred in connection with the engagement, provided however that the maximum total amount of all such out-of-pocket shall be established for each engagement in the specific Scope Appendix. Dispute Resolution Except for disputes related to confidentiality or intellectual property rights, all disputes and controversies between the parties hereto of every kind and nature arising out of or in connection with this Engagement Letter or the applicable Scope Appendix or Appendices as to the existence, construction, validity, interpretation or meaning, performance, nonperformance, enforcement, operation, breach, continuation, or termination of this Agreement or the applicable Scope Appendix or Appendices shall be resolved as set forth in this section using the following procedure: In the unlikely event that differences concerning the services provided by or fees payable to Baker Tilly should arise that are not resolved by mutual agreement, both parties agree to attempt in good faith to settle the dispute by engaging in mediation administered by the American Arbitration Association under its mediation rules for professional accounting and related services disputes before resorting to litigation or any other dispute resolution procedure. Each party shall bear their own expenses from mediation and the fees and expenses of the mediator shall be shared equally by the parties. If the dispute is not resolved by mediation, then the parties agree to expressly waive trial byjury in any judicial proceeding involving directly or indirectly, any matter(whether sounding in tort, contract, or otherwise) in any way arising out of, related to, or connected with this Agreement or the applicable Scope Appendix or Appendices as or the relationship of the parties established hereunder. Because a breach of any of the provisions of this Engagement Letter or the applicable Scope Appendix or Appendices as concerning confidentiality or intellectual property rights will irreparably harm the non- breaching party, Client and Baker Tilly agree that if a party breaches any of its obligations thereunder, the non-breaching party shall,without limiting its other rights or remedies, be entitled to seek equitable relief(including, but not limited to, injunctive relief) to enforce its rights thereunder, including without limitation protection of its proprietary rights. The parties agree that the parties need not invoke the mediation procedures set forth in this section in order to seek injunctive or declaratory relief with regard to confidentiality or intellectual property right matters. Limitation on Damages To the extent allowed under applicable law, the aggregate liability(including attorney's fees and all other costs) of either party and its present or former partners, principals, agents or employees to the City of Fort Worth Engagement Letter,dated November 17,2020 Page 2 of 6 (MSM20200825) 0 bakertilly other party related to the services performed under an applicable Scope Appendix or Appendices shall not exceed the fees paid to Baker Tilly under the applicable Scope Appendix or Appendices to which the claim relates, except to the extent finally determined to have resulted from the gross negligence, willful misconduct or fraudulent behavior of the at-fault party.Additionally, in no event shall either party be liable to the other for its lost profits, lost business opportunity, lost data, consequential, special, incidental, exemplary or punitive damages, delays or interruptions arising out of or related to this Engagement Letter or the applicable Scope Appendix or Appendices even if the other party has been advised of the possibility of such damages. Each party recognizes and agrees that the warranty disclaimers and liability and remedy limitations in this Engagement Letter are material bargained for bases of this Engagement Letter and that they have been taken into account and reflected in determining the consideration to be given by each party under this Engagement Letter and in the decision by each party to enter into this Engagement Letter. The terms of this section shall apply regardless of the nature of any claim asserted (including, but not limited to, contract, tort or any form of negligence, whether of Client, Baker Tilly or the affiliates of either), but these terms shall not apply to the extent finally determined to be contrary to the applicable law or regulation. These terms shall also continue to apply after any termination of this Engagement Letter. Client and Baker Tilly each accept and acknowledge that any legal proceedings arising from or in conjunction with performance under this Engagement Letter must be commenced within twelve(12) months after the performance of the action that serves as the basis for such proceedings, without consideration as to the time of discovery of any claim. Other Matters In the event Baker Tilly is requested by the Client; or required by government regulation, subpoena, or other legal process instituted by or against Client to produce our engagement working papers or its personnel as witnesses with respect to its Services rendered for the Client, so long as Baker Tilly is not a party to the proceeding in which the information is sought, Client will reimburse Baker Tilly for its professional time and expenses, as well as the fees and legal expenses incurred in responding to such a request, provided however, that the total maximum amount of such reimbursement shall be established for each engagement in the specific Scope Appendix. Neither this Engagement Letter, any claim, nor any rights or licenses granted hereunder may be assigned, delegated, or subcontracted by either party without the express advance written consent of the other party. Either party may assign and transfer this Engagement Letter to any successor that acquires all or substantially all of the business or assets of such party by way of merger, consolidation, other business reorganization, or the sale of interest or assets, provided that the party notifies the other party in writing of such assignment prior to its becoming effective and the successor agrees in writing to be bound by the terms and conditions of this Engagement Letter. In the event that any provision of this Engagement Letter or of any statement of work contained in a Scope Appendix hereto is held by a court of competent jurisdiction to be unenforceable because it is invalid or in conflict with any law of any relevant jurisdiction, the validity of the remaining provisions shall not be affected, and the rights and obligations of the parties shall be construed and enforced as if the Engagement Letter or statement of work did not contain the particular provisions held to be unenforceable. The unenforceable provisions shall be replaced by mutually acceptable provisions which, being valid, legal and enforceable, come closest to the intention of the parties underlying the invalid or unenforceable provision. If the Services should become subject to the independence rules of the U.S. Securities and Exchange Commission with respect to Client, such that any provision of this Engagement Letterwould impair BakerTilly's independence under its rules, such provision(s)shall be of no effect. Termination Both the Client and Baker Tilly have the right to terminate this Engagement Letter or any work being done under an individual Scope Appendix at any time after reasonable advance written notice of no less than 5 business days. On termination, all fees and charges incurred prior to termination shall be City of Fort Worth Engagement Letter,dated November 17,2020 Page 3 of 6 (MSAV20200825) Cc bakertilly paid promptly. Unless otherwise agreed to by the Client and Baker Tilly, the scope of services provided in a Scope Appendix will terminate 60 days after completion of the services in such Appendix. Important Disclosures Incorporated as Attachment A and part of this Engagement Letter are important disclosures. These include disclosures that apply generally and those that are applicable in the event Baker Tilly is engaged to provide municipal advisory services. In the event these Disclosures are updated in the future, Baker Tilly shall provide Client with written updated Disclosures prior to the updates becoming effective with respect to the Client. This Engagement Letter, including the attached Disclosures, comprises the complete and exclusive statement of the agreement between the parties, superseding all proposals, oral or written, and all other communications between the parties. Both parties acknowledge that work performed pursuant to the Engagement Letter will be done through Scope Appendices executed and made a part of this document. Any rights and duties of the parties that by their nature extend beyond the expiration or termination of this Engagement Letter shall survive the expiration or termination of this Engagement Letter or any statement of work contained in a Scope Appendix hereto. If this Engagement Letter is acceptable, please sign below and return one copy to us for our files. Sincerely, Amanda Blomberg, CPA avid Eisenlohr Firm Director Managing Director +1 +(608)240 2386 +1 (972) 748 0127 amanda.blomberqCcDbakertill\/.com david.eisenlohr(cDbakertilly.com Signature Section: The terms as set forth in this Engagement Letter are agreed to on behalf of the Client by: Name: 1-us J.Chapa(Nov 20,'202011 (Jesus Chapa) Title: Assistant City Manager Date: Nov 20, 2020 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX City of Fort Worth Engagement Letter,dated November 17,2020 Page 4 of 6 (MSAv20200825) Attachment A Important Disclosures Non-Exclusive Services Client acknowledges and agrees that Baker Tilly, including but not limited to Baker Tilly US, LLP, Baker Tilly Municipal Advisors, LLC, Baker Tilly Capital, LLC, and Baker Tilly Investment Services, LLC, is free to render municipal advisory and other services to the Client or others and that Baker Tilly does not make its services available exclusively to the Client. Affiliated Entities Baker Tilly US, LLP is an independent member of Baker Tilly International. Baker Tilly International Limited is an English company. Baker Tilly International provides no professional services to clients. Each member firm is a separate and independent legal entity and each describes itself as such. Baker Tilly US, LLP is not Baker Tilly International's agent and does not have the authority to bind Baker Tilly International or act on Baker Tilly International's behalf. None of Baker Tilly International, Baker Tilly US, LLP, nor any of the other member firms of Baker Tilly International has any liability for each other's acts or omissions. The name Baker Tilly and its associated logo is used under license from Baker Tilly International Limited. Baker Tilly Investment Services, LLC ("BTIS"), a U.S. Securities and Exchange Commission ("SEC") registered investment adviser, may provide services to the Client in connection with the investment of proceeds from an issuance of securities. In such instances, services will be provided under a separate engagement,for an additional fee. Notwithstanding the foregoing, Baker Tilly may act as solicitor for and recommend the use of BTIS, but the Client shall be under no obligation to retain BTIS orto otherwise utilize BTIS relative to Client's investments. The fees paid with respect to investment services are typically based in part on the size of the issuance proceeds and Baker Tilly may have incentive to recommend larger financings than would be in the Client's best interest. Baker Tilly will manage and mitigate this potential conflict of interest by this disclosure of the affiliated entity's relationship, a Solicitation Disclosure Statement when Client retains BTIS's services and adherence to Baker Tilly's fiduciary duty and/or fair dealing obligations to the Client. Baker Tilly Capital, LLC ("BTC") is a limited service broker-dealer specializing in merger and acquisition, capital sourcing, project finance and corporate finance advisory services. BTC does not participate in any municipal offerings advised on by its affiliate Baker Tilly Municipal Advisors. Any services provided to Client by BTC would be done so under a separate engagement for an additional fee. Baker Tilly Municipal Advisors ("BTMA") is registered as a"municipal advisor"pursuant to Section 15B of the Securities Exchange Act and rules and regulations adopted by the SEC and the Municipal Securities Rulemaking Board ("MSRB").As such, BTMA may provide certain specific municipal advisory services to the Client. BTMA is neither a placement agent to the Client nor a broker/dealer. The offer and sale of any Bonds is made by the Client, in the sole discretion of the Client, and under its control and supervision. The Client acknowledges that BTMA does not undertake to sell or attempt to sell bonds or other debt obligations and will not take part in the sale thereof. Baker Tilly may provide services to the Client in connection with human resources consulting, including, but not limited to, executive recruitment, talent management and community survey services. In such instances, services will be provided under a separate scope of work for an additional fee. Certain executives of the Client may have been hired after the services of Baker Tilly were utilized and may make decisions about whether to engage other services of Baker Tilly or its subsidiaries. Notwithstanding the foregoing, Baker Tilly may recommend the use of Baker Tilly or a subsidiary, but the Client shall be under no obligation to retain Baker Tilly or a subsidiary or to otherwise utilize either relative to the Client's activities. City of Fort Worth Engagement Letter,dated November 17,2020 Page 5 of 6 (MSAV20200825) Conflict Disclosure Applicable to Municipal Advisory Services Provided by BTMA. Legal or Disciplinary Disclosure. BTMA is required to disclose to the SEC information regarding criminal actions, regulatory actions, investigations, terminations,judgments, liens, civil judicial actions, customer complaints, arbitrations and civil litigation involving BTMA. Pursuant to MSRB Rule G-42, BTMA is required to disclose any legal or disciplinary event that is material to the Client's evaluation of BTMA or the integrity of its management or advisory personnel. There are no criminal actions, regulatory actions, investigations, terminations, judgments, liens, civil judicial actions, customer complaints, arbitrations or civil litigation involving BTMA. Copies of BTMA filings with the SEC can currently be found by accessing the SEC's EDGAR system Company Search Page which is currently available at https://www.sec.qov/edgar/searchedgar/comPanysearch.htmI and searching for either Baker Tilly Municipal Advisors, LLC or for our CIK number which is 0001616995. The MSRB has made available on its website (www.msrb.org) a municipal advisory client brochure that describes the protections that may be provided by MSRB rules and how to file a complaint with the appropriate regulatory authority. Contingent Fee. The fees to be paid by the Client to BTMA are or may be based on the size of the transaction and partially contingent on the successful closing of the transaction. Although this form of compensation may be customary in the municipal securities market, it presents a conflict because BTMA may have an incentive to recommend unnecessary financings, larger financings or financings that are disadvantageous to the Client. For example, when facts or circumstances arise that could cause a financing or other transaction to be delayed or fail to close, BTMA may have an incentive to discourage a full consideration of such facts and circumstances, or to discourage consideration of alternatives that may result in the cancellation of the financing or other transaction. Hourly Fee Arrangements. Under an hourly fee form of compensation, BTMA will be paid an amount equal to the number of hours worked multiplied by an agreed upon billing rate. This form of compensation presents a potential conflict of interest if BTMA and the Client do not agree on a maximum fee under the applicable Appendix to this Engagement Letter because BTMA will not have a financial incentive to recommend alternatives that would result in fewer hours worked. In addition, hourly fees are typically payable by the Client whether or not the financing transaction closes. Fixed Fee Arrangements. The fees to be paid by the Client to BTMA may be in a fixed amount established at the outset of the service.The amount is usually based upon an analysis by Client and BTMA of, among other things, the expected duration and complexity of the transaction and the work documented in the Scope Appendix to be performed by Baker Tilly. This form of compensation presents a potential conflict of interest because, if the transaction requires more work than originally contemplated, Baker Tilly may suffer a loss. Thus, Baker Tilly may recommend less time-consuming alternatives, or fail to do a thorough analysis of alternatives. BTMA manages and mitigates conflicts related to fees and/or other services provided primarily through clarity in the fee to be charged and scope of work to be undertaken and by adherence to MSRB Rules including, but not limited to, the fiduciary duty which it owes to the Client requiring BMTA to put the interests of the Client ahead of its own and BTMA's duty to deal fairly with all persons in its municipal advisory activities. To the extent any additional material conflicts of interest have been identified specific to a scope of work the conflict will be identified in the respective Scope Appendix. Material conflicts of interest that arise after the date of a Scope Appendix will be provided to the Client in writing at that time. City of Fort Worth Engagement Letter,dated November 17,2020 Page 6 of 6 (MSAv20200825) SCOPE APPENDIX to Engagement Letter dated: November 17,2020 Between The City of Fort Worth,Texas and Baker Tilly US,LLP RE: City of Fort Worth,Texas CARES Act Advisory Support Services DATE: November 17, 2020 This Scope Appendix is attached by reference to the above-named engagement letter(the"Engagement Letter") between The City of Fort Worth, Texas (the"Client") and Baker Tilly US, LLP ("B7) and relates to services to be provided by BT to the Client. Scope of Services The table below summarizes the core tasks defined in the City's initial scope of services document and provides an estimate of the level of effort and a fee range for each element of that statement of work. The fluid nature of legislation and funding opportunities related to COVID-19 are such that we have proposed a range of hours for each task. We will only bill the Client for actual hours worked and will provide you regular reports of project budgets. Prior to beginning work and based on continued discussion, BT will provide the Client with a refined, final statement of work which can include as many or as few of the line items below as the Client desires. The following tasks align with the tasks and deliverables described in the Client's scope of services document, with fall generally within three broad categories of effort: — Revenue optimization — Compliance documentation and reporting — Audit preparation and support. Core Services Tasks Estimated Fee Hours Range General project management throughout: — Provide a single point of contact from Baker Tilly to serve as a Project Manager. 50-100 $9,500- - Provide regular written and verbal status reports to Client hours $19,000 leadership and elected officials regarding project and funding status. Revenue Optimization Services Complete a review and develop a funding assessment to include a funding matrix, analysis of past and projected expenditures (eligible funding programs, timelines, etc.), and determine the optimal funding 75-100 $14,250- source for each program, including cost/benefit analysis of funding hours $19,000 distribution to establish greatest benefit to the Client and community. Track and monitor legislation and potential federal funding opportunities for reimbursement of the management and 30-50 $6,000- administration costs associated with eligible expenditure. hours $10,000 Compliance Documentation and Reporting Services Gather, organize, vet, and present expenditure documentation as required by the various sources and provide assistance in the 300-400 $45,000- compilation of documentation for federal reporting related to COVID hours $60,000 relief funding. This may include sampling, depending on the make-up of the expenditure population. (Scopev20200914) Page SA 1 of � bakertilly SCOPE APPENDIX to Engagement Letter dated: November 17,2020 Between The City of Fort Worth,Texas and Baker Tilly US, LLP Core Services Tasks Estimated Fee Hours Range Assist with FEMA Public Assistance claims, if necessary. 150-200 $26,250- hours $35,000 Assist with filing federal reports. 40-60 $6,000- hours $9,000 Audit Preparation and Support Services Assist in preparing for federal compliance audits and the annual $12,000- Single Audit of relief funds, including the compilation and organization 80-100 hours $15,000 of required audit documentation. Provide on-site support in audit conferences and assist in the $10,500- preparation of responses to auditor inquiries. 60-80 hours $14,000 Available Optional Services The following tasks are not covered within the core services cost proposal but are included here for the information and awareness of the Client. Should the need arise for support in these areas, we can prepare a contract amendment to revise both the scope of services and the project budget as necessary and appropriate. Development and administration of a small business grant program. Development and administration of a utility bill relief or general assistance program. Software assessment/implementation for specialty software. Construction cost/contractor monitoring. Development of spending dashboards for public consumption. Funding pursuit support as requested including grant writing, application for competitive and non-competitive opportunities through applicable federal, state, and local programs. Analyze internal control procedures over awards and assist with design and implementation of additional policies or procedures to help improve compliance and mitigate fraud, waste and abuse risks. Review the Client's adherence to prescribed policies and procedures (e.g., procurement) as applicable under appropriate federal, state or local statutes. Accumulate and track purchases of equipment and establish a process to develop an inventory of such equipment. Assist with identification and documentation of contracts that meet exigent and emergency requirements. Provide assistance, training, and compliance support to federal grant subrecipients. Other as-needed support services the Client may request. (Scopev20200914) Page SA 2 of 4 � bakertilly SCOPE APPENDIX to Engagement Letter dated: November 17,2020 Between The City of Fort Worth,Texas and Baker Tilly US, LLP If additional work is requested and authorized by the Client that is outside of the scope of services or required due to unanticipated needs or requirements, the Client will be notified and will be invoiced at our current standard hourly rates, shown below. No such additional work will be performed without the prior written authorization of the Client, including authorization of the agreed cost for such additional work. Title Hourly Rate Partner/Principal/Firm Director/ $375 Managing Director $325 Director/Senior Manager $275 Manager $225 Senior Consultant $195 Staff Consultant $165 Associate $140 Administrative Support $80 Compensation and Invoicinq Our standard hourly rates range from $80-$375/hour depending upon level of staff assigned for a given task, and we will assign all tasks at the most economical level possible, based on the complexity of the work required and the supervision necessary to ensure the quality and completeness of our work. Based on the level of effort estimates for the above-listed tasks and level of effort estimates for each, Baker Tilly proposes to complete the Core Service Tasks and related scope of services for a total cost not-to-exceed $199,000, inclusive of both professional fees and direct, project-related out-of-pocket expenses. BT will submit monthly progress invoices for completed services and expenses and payment is due upon receipt. Other Matters In the event Baker Tilly is requested by the Client; or required by government regulation, subpoena, or other legal process instituted by or against Client to produce our engagement working papers or its personnel as witnesses with respect to its Services rendered for the Client, so long as Baker Tilly is not a party to the proceeding in which the information is sought, Client will reimburse Baker Tilly for its professional time and expenses, as well as the fees and legal expenses incurred in responding to such a request, provided however, in no event shall the total amount of such reimbursement exceed $5,000. Client Responsibilities The services,fees and delivery schedule for this assignment are based upon the following assumptions, representations, or information supplied by the Client: — The Client will provide an assigned point of contact to help coordinate engagement activities, including documentation requests, and scheduling interviews for the Baker Tilly engagement team. — All required information and personnel necessary for engagement objectives and tasks to be achieved will be made available to Baker Tilly in a timely manner. — Baker Tilly, where possible and without impact on service delivery or project deliverables, will conduct the work remotely utilizing Zoom, Microsoft Teams, or other mutually acceptable technology platform for conference calls, meetings, status reviews, and similar activities. The extent of onsite work will be agreed to by Baker Tilly and the Client. — The nature of the services provided by Baker Tilly are advisory in nature, and the Client will be responsible for implementation decision-making and action. (Scopev20200914) Page SA 3 of 4 � bakertilly SCOPE APPENDIX to Engagement Letter dated:November 17,2020 Between The City of Fort Worth,Texas and Baker Tilly US,LLP Conflicts of Interest Attachment A to the Engagement Letter contains important disclosure information that is applicable to this Scope Appendix. We are unaware of any additional conflicts of interest related to this Scope Appendix that exist at this time. Termination This Scope Appendix will terminate according to the terms of the Engagement Letter. If this Scope Appendix is acceptable, please sign below and return one copy to us for our files. We look forward to working with you on this project. Sincerely, 4AtAmanda Blomberg, CPA avid Eisenlohr Firm Director Managing Director +1 +(608)240 2386 +1 (972) 748 0127 amanda.blomberg()bakertillV.com david.eisenlohr()bakertillV.com Signature Section: The services and terms as set forth in this Scope Appendix are agreed to on behalf of the Client by: Name: Title: Date: OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX 4.f4 (Scopev20200914) w Page SA � bakertilly The attached Engagement Letter with Baker Tilly has been negotiated between the vendor and City's Law Department and is ready for execution. APPROVAL RECOMMENDED: By. Regi ald Zeno(Nov 20,202010:22 CST) Name: Reginald Zeno Title: Chief Financial Officer CONTRACT COMPLIANCE MANAGER: By signing I acknowledge that I am the person responsible for the monitoring and administration of this contract, including ensuring all performance and reporting requirements. By: Tony R seau(Nov 20,2020 10:21 CST) Name: Anthony Rousseau Title: Assistant Director- FMS APPROVED AS TO FORM AND LEGALITY: By: l l --- Name: Denis C. McElroy Title: Assistant City Attorney pd�noanq� ATTEST: ��FoF�Rr�a�d d d~o 'o By: U ao o =A �O o 0 Q goo 000000° ,d Name: Mary Kayser aa�nEXAsbpp Title: City Secretary CONTRACT AUTHORIZATION: M&C: (None Required) Date Approved: Form 1295 Certification No.:_N/A OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX