HomeMy WebLinkAboutIR 24-1798 INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 24-1798
To the Mayor and Members of the City Council February 6, 2024
Page 1 of 2
i
i7 Y
SUBJECT: CITY USE OF EXTERNAL CONSULTANTS AND AUDITORS
r6 rn
Yg7'3
The purpose of this Informal Report is to provide information on the City's process for and use of external
consultants and auditors for the period of October 1, 2022, through January 23, 2024. The report excludes
consultants used for capital planning, capital project delivery, development review functions, required
agreements to comply with laws, regulations, or best practices, and established agreements providing
services for the day-to-day business operations of the City.
Background
As Fort Worth grows and needs change, the City must ensure that the provision of services to residents,
visitors, and businesses remains effective, efficient, innovative, and responsive, consistent with the City's
vision and mission. The City hires outside consultants and auditors to help achieve this goal. These
engagements provide an unbiased review of existing conditions, leverage national experts with specialized
knowledge in certain topics and processes, and allow for more robust exploration and engagement,
without removing resources from other important City functions.
Process
Engaging a consultant, auditor, or other vendor involves two processes — one to select a vendor and
another to approve the contract.
On the vendor selection side, Texas Local Government Code (TLGC) Chapter 252 governs most
procurements of goods and services with costs exceeding $50,000.00. However, professional services,
which generally include consultant and auditor services, are exempt from the Chapter 252 process.
Although exempt from Chapter 252, some professional services including, but not limited to, engineering,
architectural, and medical services, must be acquired using the qualifications-based process outlined in
Chapter 2254 of the Texas Government Code (TGC), which explicitly prohibits a selection process based
on cost.
Professional services that are exempt under TLGC Chapter 252 and not specifically identified in and
subject to TGC Chapter 2254, are not subject to any particular state-mandated procurement method.
However, even when state law does not mandate a competitive bidding process, the City often undergoes
a voluntary competitive procurement process to select a vendor for professional services. That process
considers price as well as qualifications with the goal of ensuring that the City receives superior services
at a competitive price. If a voluntary competitive process is not utilized, then the department will contract
directly with the vendor it has determined to be the best fit for the project.
Each vendor included in the list in Attachment II was selected using one of the above-described methods.
Once a vendor is identified, the second process— approving the contract—takes place.
Per Section 2-9 of the Fort Worth City Code, the City Manager or his designee is authorized to execute
agreements with a cost of $100,000.00 or less, with no City Council action required so long as funds are
appropriated for those contracts.
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 24-1798
To the Mayor and Members of the City Council February 6, 2024
Page 2 of 2
i
i7 Y
SUBJECT: CITY USE OF EXTERNAL CONSULTANTS AND AUDITORS
r6 rn
Yg7'3
For any agreement that exceeds $100,000.00, a Mayor and Council Communication (M&C) or other City
Council action is generally required to authorize entering into the agreement.
The first attachment includes charts summarizing the vendor selection and contract authorization
information.
Usage Data
The second attachment reflects information provided by City departments regarding the consultant and
auditor engagements undertaken from October 1, 2022, until January 23, 2024, excluding consultants
used for capital planning, capital project delivery, and development review functions.
Based on this information, the City spent $11,072,497.04 during that period on 72 engagements. Many of
these agreements are annual agreements that include renewal options and that cross fiscal years. For
clarity, and to avoid the appearance that these agreements exceeded the authorized spending authority,
engagements falling into this category may be listed twice, and the fiscal year or contract term is noted.
Please contact Jo Ann Gunn, Assistant Director, Purchasing Division, Financial Management Services, at
817-392-8525 with any questions.
David Cooke
City Manager
Attachments
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
Attachment 1
Vendor Selection Process
Service State Law Process City Process
General Goods and Chapter 252, Formal Request for Proposal (RFP), Invitation to Bid
Services Texas Local (ITB), or other competitive procurement with cost
Government Code as a factor in award
Engineering, Chapter 2254, Request for Qualifications (RFQ) competitive
Architectural, Texas process in which cost cannot be determining factor
Medical and Other Government Code in award
Professional
Services Identified
in Chapter 2254
Other Professional None Optional-An informal competitive procurement
Services that is similar to RFP, ITB, etc. and considers
qualifications and price
Contract Approval Process
Amount Approver
$100,000.00 or less City Manager or Assistant City Manager (ACM) (City Code 2-9)
More than $100,000.00 City Council (City Code 2-9)
Attachment II
Business Unit Vendor Amount Amount Purpose
Authorized Sent
Aviation Airport Business Solutions $22,500.00 $22,437.50 Consultant services for airport market analysis of
airport rates and charges.
City Manager's Steady State Impact Strategies $47,500.00 $47,500.00 The vendor will develop a resource map outlining the
Office existing continuum of services for maternal and infant
care in Tarrant County.
City Manager's Fitch &Associates $182,500.00 $0.00 Consulting services for an emergency medical services
Office comprehensive study.
Community Camille Lochet $27,000.00 $27,000.00 Consulting services for website Development and
and Public Analysis.
Engagement
Development Berry, Dunn, McNeil & Parker, LLC $172,700.00 $172,700.00 Consulting services to provide a structural and
Services efficiency study for Development and Permitting
Services.
Development Code Studio, Inc. $214,861.00 $214,861.00 Consulting services related to the development of an
Services infill development subdivision ordinance amendment.
Development Texas Trees Foundation $50,000.00 $50,000.00 Consulting services for the creation of an Urban Forest
Services Master Plan.
Development Anchor Talent& Consulting $100,000.00 $0.00 Recruitment Consultant
Services
Development CornerStone Staffing $100,000.00 $0.00 Recruitment Consultant
Services
Development Civil Search Consultants $100,000.00 $0.00 Recruitment Consultant
Services
Development Strategic Government Resources $35,000.00 $35,000.00 Recruitment Consultant,Zoning& Design Review AD
Services
Development Strategic Government Resources $35,000.00 $35,000.00 Recruitment Consultant Engineering Design AD
Services
Development Kimley Horn $591,030.11 $545,175.88 Consulting services for the 2022 Transportation Impact
Services Fee Study Update and Subsequent Amendments
Diversity and Kimley Horn $200,000.00 $0.00 Consulting services to assess the City's compliance
Inclusion with the Americans with Disabilities Act and prepare
the scope of work for an ADA Transition Plan.
Diversity and Urban3, LLC $405,066.00 $339,077.07 Consulting services to develop and implement a
Inclusion Financial Equity Analysis Tool to assist City officials
Attachment II
in making fiscally sound and equitable decisions about
infrastructure improvements and land use.
Economic MuniCap, Inc. $405,000.00 $179,333.00 Annual agreement for consulting, financial, and
Development operational administrative services related to multiple
Public Improvement Districts.
Economic Schaefer $1,370,570.00 $1,116,037.76 Three-year agreement (approved in late 2021) for
Development national marketing/promotional purposes* (*These
funds were approved by the LDC. They are not from
the general fund.
Economic HR&A Advisors, Inc $560,000.00 $560,000.00 Consulting services for real estate market and
Development development planning services for the Panther Island
District.
Environmental Gershman, Brickner& Bratton, Inc. $20,000.00 $20,000.00 Solid waste consulting services; specifically, financial
Services (GBB) auditing of residential hauling contractors.
Environmental Innova Energy Services, LP FY 24 $40,000.00 $0.00 Consulting services on renewable energy transactions
Services and strategy.
Environmental Innova Energy Services, LP FY 23 $40,000.00 $14,000.00 Consulting Services on Renewable Energy
Services Transactions and Strategy.
Financial Tijerina Galvan Lawrence LLC $100,000.00 $21,000.00 Financial advisor services unrelated to debt and bond
Management transactions for various departments. Current tasks
Services include landfill gas financial consulting for
Environmental Services. This agreement has an annual
spend up to $100,000. The amount shown is for FY23
to November 1, 2023.
Financial Gradient Solutions Corporation $285,000.00 $0.00 Consulting services to provide a broad scope of cyber
Management security and associated financial risk assessments and
Services compliance advisory services ARPA .
Financial PFM Group Consulting, LLC $20,000.00 $20,000.00 Hotel Occupancy Tax analysis and forecasting
Management (independent review of the City's HOT revenue
Services forecast that was commissioned by Public Events
Dept.).
Financial Deckard Technologies, Inc. $42,500.00 $42,500.00 Data analysis services to identify and catalog short term
Management rentals to support the Code Compliance Department.
Services
Attachment II
Financial PFM Group Consulting, LLC $100,000.00 $0.00 Financial advisor services unrelated to debt and bond
Management transactions for various departments. Current tasks
Services include landfill gas financial consulting for
Environmental Services. This agreement has an annual
spend up to $100,000. The amount shown is for FY23
to November 1, 2023.
Financial PFM Group Consulting, LLC $50,000.00 $0.00 Consulting service to conduct a comprehensive review
Management of the City's property tax calculation.
Services/FW
Lab
Fire Citygate Associates, LLC $299,589.69 $293,480.17 Fire and emergency medical services staffing and
operations study. The study was to assess the overall
operations of the City of Fort Worth Fire Department,
analyze its current service delivery models and make
recommendations for long-term planning purposes.
FW Lab Strategic Government Resources $300,000.00 $300,000.00 Consulting services and staff for the FWLab
(SGR, ResourceX, and Delivery implementation, including priority-based budgeting
Associates) and data analytics consulting and related work.
FW Lab Public Information Associates, LLC $300,000.00 $0.00 Consulting services for the 2050 Fort Worth
Comprehensive Plan.
Human Lighthouse $2,700.00 $2,700.00 ADA Workplace Accommodation Review.
Resources
Human PFM Consulting $75,000.00 $2,275.00 Consulting Services for benchmarking and audit
Resources services of the City's retirement benefits and funding
and options for future improvement to financial
sustainabilit .
Human PHM Partners $46,608.00 $36,354.24 Consulting for communications for the City's health
Resources centers.
Human Alpha Business Images $80,000.00 $75,000.00 Communications consulting for City's benefits plans.
Resources
Human Gallagher Benefit Services, Inc. $30,000.00 $30,000.00 Actuarial Audit of most recent ERF reports (required
Resources every five years per Government Code 802.1012).
IT Solutions Vertosoft LLC $250,000.00 $240,130.00 Consultant services to implement Workiva (financial
reporting software).
IT Solutions ePlus Technology, Inc $100,000.00 $43,594.91 Consulting services related to principal security and
other agreed-upon areas within the field of governance,
compliance, and risks associated with c ber security.
Attachment II
IT Solutions Periscope Holdings, Inc. $190,000.00 $8,400.00 NIGP Phase II Purchasing review and assessment.
Library Kimberly Zablud - Advancing with $50,000.00 $15,600.00 Consulting services to provide a plan to prepare the
Purpose, LLC City's Genealogy, Local History and Archives unit to
move to its new facility and help staff make decisions
about which materials will be moved and which service
model will be used going forward.
Neighborhood J-Quad Planning Group, LLC $130,050.00 $130X0.00 Consulting services related to the development of the
Services 2023-2027 Consolidated Action Plan and the 2023-
2024 Annual Action Plan for submission to the United
Stated Department of Housing and Urban
Development.
Neighborhood Interface Studios $247,880.00 $283,500.00 Consulting services to develop the Neighborhood
Services Conservation Plan and Housing Affordability Strategy,
which offer a comprehensive roadmap to enhance Fort
Worth neighborhoods and address the affordable
housing challenge. The Neighborhood Conservation
Plan emphasizes livability and safety standards for all
neighborhoods,while the latter aims to balance housing
availability for diverse income groups and minimizing
financial strain on residents and the City.
Park and Stantec Consulting Services, Inc $439,900.00 $20,540.00 Consulting services related to the development of the
Recreation 2025 Park, Recreation, and Open Space Master Plan
and Needs Assessment Study for submission to the
Texas Parks& Wildlife Department
Park and HR&A Advisors, Inc. $300,000.00 $0 Development of an Aspiration Plan for the Park and
Recreation Recreation Department.
Police Del Carmen Consulting LLC FY23 $25,000.00 $25,000.00 Consultant services for the review Police Department
data for the Police Review Panel.
https://www.fortworthtexas.gov/departments/citymana
er/review- anel
Police Del Carmen Consulting LLC FY 24 $25,000.00 $25,000.00 Consultant services for the review Police Department
data for the Police Review Panel.
https://www.fortworthtexas.gov/departments/citymana
er/review- anel
Police/FW Lab Matrix Consulting Group, LTD. $166,940.00 $132,828.00 Consulting services to update the staffmg analysis and
deployment study of the Police Department.
Attachment II
Property Davidson& Bogel Real Estate, LLC Fee based on $0.00 Professional brokerage and consulting services for the
Management 4.5% purpose of disposing of noise land properties purchased
/Aviation commission on with Federal Aviation Administration grant funds.
sale price
Public Events Adamson Consultancy LLC $6,950.00 $4,950.00 Consulting service related to the City's use of the
Ungerboeck system to improve utilization of the Event
Based management System.
Public Events J Chapa Strategic Solutions LLC $90,000.00 $90,000.00 Consulting services related to the future business model
for Will Rogers Memorial Center and development of
a strategy for the City's future relationship with Texas
Motor Speedway.
Transportation Freese and Nichols $98,280.00 $98,280.00 Consulting services to assist in the development of a
and Public Transportation User Fee.
Works
Transportation Freese and Nichols $730,000.00 $231,109.37 Watershed master planning for Mary's Creek
and Public Watershed & Walsh Ranch in partnership with Walsh
Works Ranch.
Transportation Pape Dawson Consulting Engineers $479,745.00 $67,756.25 Non-FEMA City Flood Risk Area modeling and
and Public Inc. mapping and flood risk technical planning and
Works engineering evaluation.
Transportation RJN Group Inc. $250,000.00 $250,000.00 Technical assistance with in-house storm drain
and Public condition assessment program strategy and formation,
Works review, and prioritization.
Transportation Pape Dawson Consulting Engineers $627,785.00 $137,004.25 Services related to the expanded use of flood warning
and Public Inc. for forecasting.
Works
Transportation HALFF Associates Inc. $350,000.00 $44,253.96 Services related to stormwater program strategic master
and Public planning.
Works
Transportation AECOM FY 24 $2,200,000.00 $0.00 Services related to the Citywide Transportation Master
and Public Plan N/K/A Fort Worth Transportation Master Plan
Works project. This project will produce a program of multi-
modal projects with clear limits, descriptions, funding
sources, cost estimates, and start dates.
Attachment II
Transportation AECOM $2,700,000.00 $2,700,000.00 Services to develop a transportation/land use
and Public coordination regulating plan that generally includes the
Works former Butler Place Public Housing Complex, IM
Terrell Academy, and adjacent area. The study will not
only provide transportation and land-use coordination
strategies, but develop projects to enhance access and
mobility. The project outcomes outlined in the scope
should further advance the City's urban village
program and comply with comprehensive planning
goals.
Transportation Kimley-Horn and Associates, Inc. $700,000.00 $365,372.75 Services related to the East Berry Street Corridor
and Public project. The project extends from Interstate Highway
Works 35 to Cravens Road, near the western shore of Lake
Arlington. The corridor project will include project
development for a multi-modal, walkable mixed-use
corridor(City Project Number 104214).
Transportation WSP USA Inc. $1,100,000.00 $882,312.00 On September 27, 2022, City Council approved Mayor
and Public and Council Communication 22-0783, which
Works authorized funding for the East Lancaster Corridor and
Sub-Regional Planning Study. The corridor study will
develop a comprehensive multimodal implementation
plan to further develop projects for State Highway 180
— East Lancaster Avenue from Jones Street to Dottie
Lynn Parkway. (City Project Number 104254). This
Mayor and Council Communication (M&C) is to
recommend engaging WSP USA Inc. as the engineer to
perform professional services for this project. The
project is expected to start in fall 2022 and be
completed by spring 2024.
Transportation Crenshaw, Micheal $300,000.00 $161,896.00 Stormwater specialized technical modeling review and
and Public project management assistance.
Works
Transportation FUSE Corps $80,000.00 $80,000.00 Research, benchmarking, and stakeholder engagement
and Public to recommend a subdivision ordinance amendment
Works focused on riparian preservation.
Attachment II
Transportation HALFF Associates Inc. $80,000.00 $76,224.59 Stormwater public education and communication
and Public video development.
Works
Transportation Woolpert, Inc. $553,230.00 $0.00 Erosion set back mapping for City creek.
and Public
Works
Transportation AECOM $271,661.00 $221,635.75 TPW-wide AM Strategy Development.
and Public
Works
Water Freese and Nichols $75,000.00 $830.19 Process engineering professional services for the
Village Creek Reclamation Facility, including
Operator training, an evaluation of data management,
and on-call process support to operators to improve and
optimize the facility's performance.
Water Kimley Horn and Associates, Inc. $84,700.00 $76,139.68 Services related to the Water User Fee and Service
Charge Update - Tap Fees and Study Review Fees.
Water GHD Incorporated $396,879.00 $192,656.05 Water Strategic Asset Management Program
Development
Water GHD Incorporated $185,000.00 $24,112.53 Utility Asset Management-Engineering Agreement for
Asset Management Support Professional Services.
Water Newgen Strategies and Solutions $42,630.00 $37,629.14 Wholesale Water Cost of Service and Rate Study as
LLC required by Wholesale City Contracts.
Water Newgen Strategies and Solutions $75,000.00 $75,000.00 On Call Financial and Rate Consulting Services.
LLC
Water Alan Plummer and Associates Inc. $250,000.00 $129,260.00 Water Conservation inspection and audit services
performed to assist with efforts to promote City-wide
industrial, commercial, and institutional water
conservation initiatives, conduct cooling tower
inspections and evaluations, conduct a comprehensive
facility water audit, and present detailed written
reports.
Water Black&Veatch Corp -Fort Worth $13,200.00 $0.00 Services to benchmark laboratory fees for the Water
Department.
Water Hazen and Sawyer PC $99,820.00 $0.00 Professional services for risk assessment framework
development.
Water $36,560.00 $0.00 Installation policy and design criteria for water,
Kimley Horn and Associates, Inc. wastewater, and reclaimed water-update project.
Attachment II
$2o,251,334.90
$11,0, "ZO .04
Totals