HomeMy WebLinkAboutContract 59953-A2DocuSign Envelope ID: 974EDBF0-AECC-4BDB-89DB-F5AC7DB10F55
CSC No. 59953-A2
SECOND AMENDMENT TO
FORT WO TH CITY SECRETARY CONTRACT NO. 59953
This Second Amendment to Fort Worth City Secretary Contract No. 59953 ("Second
Amendment") is made between the City of Fort Worth ("Fort Worth"), a municipal corporation
and Periscope Holdings, Inc., a Texas corporation ("Vendor").
WHEREAS, Fort Worth and Vendor entered into an Agreement identified as Fort Worth
City Secretary Contract No. 59953 beginning August 8, 2023 (the "Agreement"); and
WHEREAS, it is the collective desire of both Fort Worth and Vendor to amend the
Agreement to include Exhibit A-2 for Phase II of the City's Strategic Procurement Assessment
and increase the total contract amount not to exceed $190,000.00.
NOW THEREFORE, known by all these present, Fort Worth and Vendor, acting herein by
the through their duly authorized representatives, agree to the following terms, which amend the
Agreement as follows:
1. The Agreement is hereby amended by adding Exhibit A-2, attached to this Second
Amendment, as Exhibit A-2 of the Agreement and increase the total contract amount not to exceed
$190,000.00.
2. All other terms, provisions, conditions, covenants and recitals of the Agreement not
expressly amended herein shall remain in full force and effect.
[Signature Page Follows]
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Second Amendment to Fort Worth City Secretary Contract No. 59953 Page I of 3
DocuSign Envelope ID: 974EDBF0-AECC-4BDB-89DB-F5AC7DB10F55
Executed effective as of the date signed by the Assistant City Manager below.
FORT WORTH:
City of Fort Worth
By:
\J ''I �� � `—>
Name:
Mark McDaniel
Title:
Deputy City Manager
Date:
J U n 24, 2024
Approval Recommended:
By: Cynthia Tfeee for Kevin Gunn (Jun 20, 202413:55 CDT)
Name: Kevin Gunn
Title: IT Solutions Director
Attest:
By:
Name: Jannette S. Goodall
Title: City Secretary
VENDOR:
Periscope Holdings, Inc.
DocuSigned by:
By: `�ycf!uuer
Name.
Title: Presi pent
Date: 6/18/2024
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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:
Name: David Zellmer
Title: Senior IT Solutions Manager
Approved as to Form and Legality:
By:
Name: Taylor C. Paris
Title: Assistant City Attorney
Contract Authorization:
M&C: 23-0670
Date Approved: 8/22/23
Form 1295: 2023-1048561
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Second Amendment to Fort Worth City Secretary Contract No. 59953 Page 2 of 3
DocuSign Envelope ID: 974EDBF0-AECC-4BDB-89DB-F5AC7DB10F55
Exhibit A-2
Project/Role
City of Fort Worth - Transformation Project Phase 1 Implementation
Description of Services Estimated Level ofl Name I Est. Hours iTotal Price I Processes to be mapped:
Effortl
I
IPer Category
Iltems
Project
Provide coordination, guidance, oversight,
Est. 5 hrs./week or
Forms (variety of requested actions)
Management
draft & final deliverable review, and
20 hrs. month
Requisitions for all processes
ongoing advice/ coaching, as necessary.
Lourdes Coss
120 (Contract Release (Purchase Order)
Includes action items report.
and Solicitation (Bid/Coop))
P-Card processing and reconciling
TOTAL HOURS
I 1
12032,734.00 (spending down PSKs)
Process Discovery
Preliminary Discovery: Virtual 4 hour
Firm Fixed Price $5K Marcheta, Lourdes,
City-wide Agree ments/Contracts/PSKs
Session
working session with the full NIGP
(4 hr virtual session) Sean, Denise, Laura
versus multiple Department -specific
Consulting Team and key Ft Worth project
NOT INCLUDED IN
Agree ments/Contracts/PSKs — creates
team members to discuss details of
TOTALS BELOW
an enormous amount of work when
processes projected to be mapped.
changes (moving funds, tracking the
Discussions to include assuptions,
allocation of 25% increase, consent of
expectations, risks, outcomes of identified
20 N/A assignment, etc.) are needed.
potential processes. Result to include a
Contract Renewal process
refinement of subsequent mapping
Direct Connect and related processes
sessions, including any required
(B2G)
modifications to provided LOE
estimates.
20
Discovery: Conduct preliminary virtual
Sean Carroll 36
stakeholder interviews to establish
Denise Finn 36
preliminary current state environment;
facilitate group working sessions
Laura 36
w/procurement team and internal
stakeholders (# of Sessions, attendees,
location) Note: The Discovery and Process
Mapping includes discovery and mapping
of how Fort Worth's PeopleSoft system is
Lourdes Coss 6
utilized. It does not include a full technical
Process Mapping inventory of all customizations.
(10 processes total)
114 hours
Analysis: Analyze features of existing 40 hours
technology, to include current state of Sean 40
usage, barriers, effectiveness of use
Develop process maps. (Up to 10 40 hours Sean Carroll 40
processes to be mapped and 8 hours Lourdes Coss 8
process/roles identified)
DocuSign Envelope ID: 974EDBF0-AECC-4BDB-89DB-F5AC7DB10F55
Review process maps (confirm process for
20 hours
Sean (10)
review/edits w/Ft Worth)
Lourdes (10) Ft
Worth
Determine tool, file management and
Included in PM
Lourdes Coss
format
Finalize current state maps thru QA &
14 hours
Laura (14) MG
approval by both NIGP Consulting & Ft
Worth
Leverage process maps to identify: 1)
control points; 2) opportunities for
process improvement and streamlining
24 hours
Denise
processes; 3) opportunities to automate.
Establish recommendations for system
Sean (24)
use modifications (both procedural and
Denise (8)
system) and overall process
improvements (external to system). 32 hours
Prioritize changes to optimize system use
and recommendations for process
modifications.
Establish recommendations for potential 16
Denise (8) Sean
future state process improvements
(8)
Incorporate process improvements and Sean Denise Laura
system opportunities (from Denise & Sean (40 ea)
reviews/deliverables) to create draft 120 hours
future state maps; address version
control, end of life support from P/S
20
N/A
14
24
32
16
120
Conduct review sessions w/Ft Worth of
120 hours
Sean Denise Laura
120
future state maps & discuss benefits of
(40 ea)
chances
QA Review/Final approval
10 hours
Laura (10) MG
10
Finalize & deliver the future state
8 hours
Lourdes
8
maps to Ft Worth
TOTAL HOURS
1
5661 133,796.00
Identify Stakeholders and develop a
10 hours
communication plan including the
frequency, schedule, and content of
communication to ensure buy -in
Communication throughout the implementation of
Plan changes.
Lourdes Coss
10
DocuSign Envelope ID: 974EDBF0-AECC-4BDB-89DB-F5AC7DB10F55
Management of Communication Plan
Part of Pro'ect Management)
TOTAL HOURS
Provide coaching
Staff and End User
(leadership/procurement team) as
Buy- in
necessary within the context of the
process improvements to ensure buy -in.
TOTAL HOURS
Personnel Training
Develop a customized training schedule
and Development
leading to certification and leadership
Plan and
development.
Implementation
TOTAL HOURS
SERVICES
SUBTOTAL HOURS
ADMINISTRATIVE
PROGRAM
OVERSIGHT
GRAND TOTAL HRS I
MG: 22
LC: 162
U : 140
SC: 238
DF: 156
Admin: 24
Subtotal (Services - LOE)
Contingency
Estimated Travel
Total
Included in PM I Lourdes Coss IN/A
40 hours I Lourdes Coss
Denise Finn
20 hours I Lourdes Coss
Laura Jestings
6,050 Program Oversight
154,050 Consultant Hours
3,600 Administrative
163,700
5,560 Contingency
169,260
6,600
175,860�
101 2,730.00
30
10
40
15
5
20
Revised
5121124
696
24
8121 $169,260
DocuSign Envelope ID: 974EDBF0-AECC-4BDB-89DB-F5AC7DB10F55
CITY COUNCIL AGENDA
Official site of the City of Fort Worth, Texas
Foes WORTH
Create New From This M&C
REFERENCE **M&C 23- 04PERISCOPE HOLDINGS INC
DATE: 8/22/2023 NO.: 0670 LOG NAME: PURCHASING ASSESSMENT
PHASE TWO
CODE: C TYPE: CONSENT PUBLIC NO
HEARING.
SUBJECT: (ALL) Authorize Execution of a Professional Services Agreement with Periscope Holdings,
Inc. in an Amount Not to Exceed $190,000.00 for the Financial Management Services
Department through the Information Technology Solutions Department
RECOMMENDATION:
It is recommended that City Council authorize execution of a Professional Services Agreement with
Periscope Holdings, Inc. in an amount not to exceed $190,000.00 for Phase II of the City's Strategic
Procurement Assessment for the Financial Management Services Department through the
Information Technology Solutions Department.
DISCUSSION:
The purpose of this Mayor and Council Communication (M&C) is to authorize the execution of
a professional services agreement with Periscope Holdings, Inc. in the amount not to exceed
$190,000.00 for Phase II of the City's Strategic Procurement Assessment.
On March 30, 2021, the City contracted with Periscope Holdings, Inc. to conduct Phase I of the City's
Strategic Procurement Assessment (Assessment). Periscope Holdings, Inc. delivered the Phase I
report to the City which included recommendations across four areas of the procurement program:
Administrative Regulation C-13, The Procurement of Goods and Services; the City's procurement
process; the Purchasing Division's customer service; and the staffing and organization of the
Purchasing Division. The Purchasing Division has used many of the recommendations from Phase I to
make beneficial changes to the City's procurement process.
Phase II of the Assessment is necessary to review how the City leverages its existing technology and
readiness for technological advancements; current and future -state process mapping; review staffing
across the City involved with the procurement process to determine how to optimize impact on the
City; and other critical functions such as review and revision of job aids and training materials.
The recommendations received from the Assessment will benefit all City departments by aiding with
the improvement of the procurement process. This should result in efficiencies during the procurement
process, increased competition through better supplier management and ease in registering with the
City, and cost savings in the form of cost avoidance due to City procurement becoming more proactive
and strategic.
This procurement of professional consulting services is exempt from the competitive bidding
requirements as provided for under Section 252.022(4) of the Texas Local Government Code.
Funding is budgeted in the Information Technology Solutions Department's ITS Capital Fund for the
purpose of funding the FY23 NIGP Phase 2 Purch Assess project, as appropriated.
DVIN-BE - A waiver of the goal for Business Equity subcontracting requirements was requested by the
Department and approved by the DVIN, in accordance with the applicable Ordinance, because the
purchase of goods or services is a source(s) where subcontracting or supplier opportunities are
negligible.
ADMINISTRATIVE CHANGE ORDER: An administrative change order or increase may be made by
the City Manager in the amount up to the maximum allowed under state law and the City Code and
does not require specific City Council approval as long as sufficient funds have been appropriated.
AGREEMENT TERM: The agreement will begin upon execution and shall expire after acceptance of
all required deliverables.
FISCAL INFORMATION/CERTIFICATION:
The Director of Finance certifies that funds are available in the current capital budget, as previously
appropriated, in the ITS Capital Fund for the FY23 NIGP Phase 2 Purch Assess project to support the
approval of the above recommendation and execution of the agreement. Prior to an expenditure
being incurred, the Information Technology Solutions Department has the responsibility to validate the
availability of funds.
TO
Fund Department Account Project I Program Activity Budget Reference # Amount
ID ID I 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:
Originating Deaartment Head:
Valerie Washington (6192)
Kevin Gunn (2015)
Additional Information Contact: Donlen Ruffin (2017)
DocuSign Envelope ID: 974EDBF0-AECC-4BDB-89DB-F5AC7DB10F55
ATTACHMENTS
04PERISCOPE HOLDINGS INC PURCHASING ASSESSMENT PHASE TWO funds availabilitv.rndf (Public)
252 Waiver 104885 NIGP Phase2PurchAssessment AI.ndf (CFW Internal)
FID Table NIGP Droiect.XLSX (CFW Internal)
Form 1295 Periscone NIGP.ndf (CFW Internal)