HomeMy WebLinkAboutContract 59953-A3Docusign Envelope ID: 45EAOF63-B281-4945-ADEA-EOFDED5BF469
CSC No. 59953-A3
THIRD AMENDMENT
TO
FORT WORTH CITY SECRETARY CONTRACT NO. 59953
This Third Amendment to Fort Worth City Secretary Contract No. 59953 ("Third
Amendment") is made between the City of Fort Worth ("City"), a home rule municipality of the
State of Texas, and Periscope Holdings, Inc. ("Vendor"), a Texas corporation. City and Vendor
are each individually referred to herein as a "parry" and collectively referred to as the "parties."
WHEREAS, City and Vendor entered into an Agreement identified as Fort Worth City
Secretary Contract No. 59953 on August 8, 2023 (the "Agreement"); and
WHEREAS, it is the collective desire of both City and Vendor to amend the Agreement to
include payment milestones for completion of project deliverables.
NOW THEREFORE, known by all these present, the Parties, acting herein by and through
their duly authorized representatives, agree to the following terms, which amend the Agreement
as follows:
I. AMENDMENT
1. Exhibit A-2 of the Agreement is hereby amended in its entirety to be and read as
set forth in Exhibit A-2 of this Third Amendment which is attached hereto and incorporated herein
by reference. The total contract amount will not exceed $190,000.00.
II. MISCELLANEOUS
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
Third Amendment to Fort Worth City Secretary Contract No. 59953 Page 1 of 2
Docusign Envelope ID: 45EAOF63-B281-4945-ADEA-EOFDED5BF469
[Executed effective as of the date signed by the Assistant City Manager below.] / [ACCEPTED
AND AGREED:]
City:
By.
Name: Mark McDaniel
Title: Deputy City Manager
Date: Nov 27, 2024
PERISCOPE HOLDINGS, INC.
Signed by:
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Date: 1112 212024
CITY OF FORT WORTH INTERNAL ROUTING PROCESS:
Approval Recommended:
By:
Name: Kevin Gunn
Title: Director, IT Solutions
Approved as to Form and Legality:
By:
Name: Hye Won Kim
Title: Assistant City Attorney
CONTRACT AUTHORIZATION:
M&C: 23-0670
Date Approved: 8/22/2023
Form 1295: 2023-1048561
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: Sr. IT Solutions Manager
City Secretary:
By:
Name: Jannette Goodall
Title: City Secretary
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OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Third Amendment to Fort Worth City Secretary Contract No. 59953 Page 2 of 2
Docusign Envelope ID: 45EAOF63-B281-4945-ADEA-EOFDED5BF469
exhibit A-2
City of Fort Worth - Transformation Project
Phase 1 Implementation
Project/Role
Description of Services
Estimated Level of
Name
Effort
Project Management
Provide coordination, guidance, oversight, draft & final
Est. 5 hrs./week or
Lourdes Coss
deliverable review, and ongoing advice/ coaching, as
20 hr, month
necessary. Includes action items report.
TOTAL HOU R5
Process Discovery
Preliminary Discovery: Virtual 4 hour working session with
Firm Fixed Price $5K Marcheta, Lourdes,
Session
the full NIGP Consulting Team and key Ft Worth project
(4 hrvirtual session) Sean, Denise, Laura
team members to discuss details of processes projected to
NOT INCLUDED IN
be mapped. Discussions to include assuptions, expectations,
TOTALS BELOW
risks, outcomes of identified potential processes. Result to
include a refinement of subsequent mapping sessions,
including any required modifications to provided EDE
estimates.
Discovery: Conduct preliminary virtual stakeholder
114 hours Sean Carroll
interviews to establish preliminary current state
environment; facilitate group working sessions
w/procurement team and internal stakeholders (p of
Denise Finn
Sessions, attendees, location) Note: The Discovery and
Process Mapping includes discovery and mapping of how
Laura
Fort Worth's PeopleSoft system is utilized. It does not
include a full technical inventory of all customizations.
Lourdes Coss
Process Mapping (10
processes total)
Analysis: Analyze features of existing technology, to include
40hours Sean
current state of usage, barriers, effectiveness of use
Develop process maps. (Up to 10 processes to be mapped 40 hours
and process/roles identified) 8 hours
Review process maps (confirm process for review/edits w/Ft 20 hours
Worth)
Determine tool, file management and format
Included in PM
Finalize current state maps thru CIA& approval by both NIGP 14 hours
Consulting & Ft Worth
Leverage process maps to identify: 1) control points; 2)
24 hours
opportunities for process improvement and streamlining
processes; 3) opportunities to automate.
Establish recommendations for system use modifications
32 hours
(both procedural and system) and overall process
improvements (external to system). Prioritize changes to
optimize system use and recommendations for process
modifications.
Establish recommendations for potential future state
16 hours
process improvements
Incorporate process improvements and system
120 hours
opportunities (from Denise & Sean reviews/deliverables) to
create draft future state maps; address version control, end
of life support from P/S
Conduct review sessions w/Ft Worth of future state maps &
120 hours
discuss benefits of changes
CIA Review/Final approval
10 hours
Finalize& deliver the future state maps to Ft Worth
8hours
Identify Stakeholders and develop a communication plan 10 hours
including the frequency, schedule, and content of
Communication Plan communication to ensure buy -in throughoutthe
implementation of changes.
Sean Carroll
Lourdes Coss
Sean (10)
Lourdes (10) Ft
Worth
Lourdes Coss
Laura (14) MG
Denise
Sean (24)
Denise (8)
Denise (8) Sean
(8)
Sean Denise Laura
(40 ea)
Sean Denise Laura
(40 ea)
Laura (10) MG
Lourdes
Lourdes Coss
Total Price Per
Category
120
120 32,734.0
20
N/A
201
36
36
36
6
40
40
8
20
N/A
14
24
32
16
120
120
10
8
Management of Communication Plan (Part of Project Included in PM Lourdes Coss N/A
Buy -in ensure buy -in.
TOTAL HOURS
Personnel Training Develop a customized training schedule leading to
and Development Plan certification and leadership development.
�ITOTAL HOURS
SERVICES SUBTOTAL
HOURS
ADMINISTRATIVE
PROGRAM OVERSIGHT
MG: 22
LC: 162
U: 140
SC: 238
DF: 156
Admin: 24
I Subtotal (Services - LOE)
I Contingency
I Estimated Travel
(Total
Denise Finn 10
40
20 hours Lourdes Coss 15
Laura Jestings 5
201
Revised
5121124
6,050 Program Oversight
154,050 Consultant Hours
3,600 Administrative
163,700
5,560 Contingency
169,260
6,600
175,8601
22
$169,260
Milestones Processes to be mapped:
- Items Forms (variety of requested actions)
- Requisitions for all processes (Contract Release (Purchase Order) and
Solicitation (Bid/Coop))
- P-Card processing and reconciling (spending down PSKs)
- City-wide Agreements/Contracts/PSKs versus multiple Department -
specific Agreements/Contracts/PSKs— creates an enormous amount of
work when changes (moving funds, tracking the allocation of 25%
increase, consent of assignment, etc.) are needed.
-Contract Renewal process
- Direct Connect and related processes (B2G)
Deliverable p1: $16,696
(10%of total price)
Deliverable q2: $67,704
(40%of total price)
Deliverable q3: $50,778
(30%of total price)
Deliverable p4: $33,852
(20%of total price)
Docusign Envelope ID: 45EAOF63-B281-4945-ADEA-EOFDED5BF469
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M&C Review
ACITY COUNCIL AGEND
Create New From This M&C
Official site of the City of Fort Worth, Texas
FoRTWoRn
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.
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Docusign Envelope ID: 45EAOF63-B281-4945-ADEA-EOFDED5BF469 M&C Review
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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 ' 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_ Valerie Washington (6192)
Originating Department Head: Kevin Gunn (2015)
Additional Information Contact: Donlen Ruffin (2017)
ATTACHMENTS
04PERISCOPE HOLDINGS INC PURCHASING ASSESSMENT PHASE TWO funds availabilitv.pdf (Public)
252 Waiver 104885 NIGP Phase2PurchAssessment Al.pdf (CFW Internal)
FID Table NIGP proiect.XLSX (CFW Internal)
Form 1295 Periscope NIGP.pdf (CFW Internal)
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