HomeMy WebLinkAboutContract 38558-A2 CITY SECRETARY
CONTRACT NO 3s-5�6 A a
AMENDMENT NO.2 TO
CITY SECRETARY CONTRACT NO.38558
WHEREAS, the City of Fort Worth ("City")and Jerry Murrish ("Consultant") made and entered
into City of Fort Worth City Secretary Contract No. 38558, ("Contract") which was authorized by the
City Council by M&C C-23435 on the 14th day of April, 2009; and
WHEREAS, the Contract involves professional services for assistance in preparation of the
City's Fiscal Year("FY")2008 and FY 2009 Comprehensive Annual Financial Reports("CAFR"); and
WHEREAS, the parties previously amended the Contract to expand the scope of the services
and extend the term of the Contract to include services for assistance in preparation for the FY 2010
CAFR; and
WHEREAS, the term of the Contract Amendment expired on March 31, 2011; and
WHEREAS, the parties wish to further expand the scope and extend the term of the Contract for
continued services pursuant to the original Contract.
NOW, THEREFORE, City and Consultant, acting herein by and through their duly authorized
representatives, enter into the following agreement to amend the contract:
1.
Section 1, Scope of Services, is hereby amended io read as;allows:
Consultant agrees to perform in accordance with the highest professional industry standards the
following professional accounting services:
1.1 Assist in the preparation of the FY2011 Comprehensive Annual Financial Report
(CAFR) financials in the following areas:
1.l.1 Government-wide Financial Statements "
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Amendment No. 2 to CSC No. 38558--.terry Murrish 1 �
Services Agreement tier FY 2011 CAFR
Page I of 3 <=
1.1.2 Fund Financial Statements
1.1.3 Financial Statement Notes
1.1.4 Accounting and variance analyses as required
1.2 Train staff in the preparation of CAFR financials in the following areas:
1.2.1 Government-wide Financial Statements
1.2.2 Fund Financial Statements
1.2.3 Financial Statement Notes
2.
Section 2,Compensation; Payment Schedule, is hereby amended as follows:
2.1 The maximum amount to be paid to Consultant for all services performed
under this Amendment shall be administratively increased by $45,000.00, which shall
include all expenses incurred by Consultant, bringing the total Contract amount to
$103,500.00.
2.2 Payment shall be made based on an hourly rate of $45.00 per hour
worked on the listed scope of services, hereinafter"Consultant Fee."
Section 2.5 shall be added to read:
2.5 This Contract shall not be further increased or extended without
additional City Council authorization.
3.
Section 3, Term, of the Contract is hereby amended to extend the term to expire March 31,
2012, unless terminated earlier in accordance with the Contract.
Amendment No. 2 to CSC No. 38558—Jerry Murrish 2 O1~r
Sergi ices Agreement for FY 2011 CAFR
Page 2 of 3 -'
4.
All other provisions of the Contract which are not expressly amended herein shall remain in full
force and effect.
Executed on this the�day of Sep i etv�.b.Q12011.
ACCEPTED AND AGREED:
CITY OF ORT WORTH: JERRY MURRISH:
B By: �-
Karen L. Montgomery Jerry Murrisil
Assistant City Manager
Date: (� Date: I It
ATTEST: Contract Authorization:
By: M&C: C23435
Marty Hendrix Date Approved: 4/14/2009
City Secretary
APPROVED AS TO FORM AND LEGALITY: cr�*OR T �
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By a i �aid
Maiesihd B. Fai mer d i�o x t�
Assistant City Attorney v o o
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Amendment No.2 to CSC No. 38558—Jerr, Murrish 3 I
Sers ices Agreement for FY 2011 C'AFR C 1 7 y 51,
Page Pt 3of3
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Official site of the City of Fort Worth,Texas
CITY COUNCIL AGENDA FORTIVORT111
COUNCIL ACTION: Approved on 4/14/2009
DATE: 4/14/2009 REFERENCE NO.: **C-23435 LOG NAME: 13MURRISHFY08-09
CODE: C TYPE: CONSENT PUBLIC NO
HEARING.
SUBJECT: Authorize a Contract for Professional Accounting Services with Jerry Murrish for
Completion of the Fiscal Year 2008 and 2009 Comprehensive Annual Financial Reports in
an Amount Not to Exceed $58,500.00
RECOMMENDATION:
It is recommended that the City Council authorize a contract for professional accounting services with
Jerry Murrish for an amount not to exceed $58,500.00.
DISCUSSION:
Mr. Jerry Murrish has provided the City of Fort Worth assistance with the Fiscal Year 2006 and 2007
Comprehensive Annual Financial Reports (CAFRs). Staff recommends securing Mr. Murrish's
services to assist with the preparation of the Fiscal Year 2008 and 2009 CAFRs.
Mr. Murrish will be utilized to assist in the following areas:
Government-wide Financial Statements;
Fund Financial Statements;
Financial Statement Notes; and
Train City staff on Financial Statement Compilation
Mr. Murrish's services will be needed for approximately 32 weeks. The fee for his services is an hourly
rate of$45.00 per hour.
M/WBE —A waiver of the goal for M/WBE subcontracting requirements was requested and approved
by the M/WBE Office because the purchase of goods or services is from sources where subcontracting
or supplier opportunities are negligible.
FISCAL INFORMATION/CERTIFICATION:
The Financial Management Services Director certifies that funds are available in the current operating
budget of the General Fund. No funds are budgeted; however, savings will be used to fund the
services.
TO Fund/Account/Centers FROM Fund/Account/Centers
GG01 539120 0132010 $58,500.00
Submitted for City Manager's Office by: Karen Montgomery (6222)
Oftifinatinq Department Head: Lena Ellis (8517)
Additional Information Contact: Mae Gray-Rossi (8325)
http://apps.cfwnet.org/council_packet/mc_review.asp?ID=11519&councildate=4/14/2009 9/20/2011
ATTACHMENTS
http://apps.cfwnet.org/council_packet/mc_review.asp?ID=11519&councildate=4/14/2009 9/20/2011