CONTRACT 5482 Professional Services Agreement Agreement No. 5482
111101vESSIONAL
BETWEEN
THE CITY OF EL SEGUNDO AND
MGT OF AMERICA,INC
'chis NOREE3013NTis entered into t[iis Ist day of Febniary, 2018, by and between the
CITY' W" L�1 SLiXAJND(), a ninnicipal c(.,)rporation and'
general law city ("CITY")and MGT' OF�
AlArMICA,INC.,a Florida corporation('CONSULTANr).
1. CONSIDERATION.
A. As partial consideration, CONSULTANT agrees to perform the work listed in the
SCOPE OF SERVICK below;
B. As additional consideration, CONSULTANT and CITY agree to abide by the
terms and conditions contained inthis Agreement;
C. As additional consideration, CITY agrees to pay CONSULTANT a sum not to
exceed Four thousand dollars ($4,000) per year for CONSULTANT's services.
CITY may modify this amount as set forth below. Unless otherwise specified by
written amendment to this Agreement, CITY wfll pay this sum as specified in the
attached Exhibit"A,"which is incorporated by reference,
2. SCOPE OF SERVICES.
A. CONSULTANT will perform services listed in the attached Exhibit"A,"which is
incorporated by reference.
B. CONSULTANT will, in a professional manner, fin-nish all of the labor,technical,
administrative, professional and other personnel, all supplies and materials,
equipment printing, vehicles, transportation, office space and facilities, and all
tests, testing and analyses, calculation, and all other means whatsoever,except as
herein otherwise expressly specified to be fimm'shed by CITY,necessary or proper
to perform and complete the work and provide the professional services required
of CONSULTANT by this Agreement.
3. PERFORMANCE STANDARDS, While performing this Agreement,CONSULTANT
will use the appropriate generally accepted professionals of practice existing at the time
of performance utilized by persons engaged in providing similar services. CITY will
continuously monitor CONSULTAN'rs senrices. CITY will notify CONSULTANT of any
deficiencies and CONSULTANT will have fifteen(15)days after such notification to cure any
shortoornings to CI 's satisfaction. Costs associated with curing the deficiencies will be borne
by CONSULTANT.
Agreement No. 5482
4 PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement,
CONS tJ L'I'A114'I' M,jst st,ibriii1a detailed inwiic,e to CH"Y 'which lisis the hours work(A and
hourly, rates 6(")r each personrael category and reiniburs,,dAe costs 01H as set forth in Exhibit "A")
the tasks pellonned, the percentage ofthe task ct-Hnpletcd during die bflfln,N.,j period, the
ciltnulative percentage completed for each task,the total cost of that work during the preceding
billing nlonthl and a cumulative cash flow Curve S[owing prqectcd and actual expenditurcs
versus time to&ite.
5oN-ikl'PRol)''ft[A'I"]()NIIS' FIV NI)S, JUIANT (or
current services are within the current budget and within an available,unexhausted and
LUMICL1111bered apj)ropriation ofthe (,,1TY, In the event the(.11"Y has not appropriated sufficient
funds for payment of CONSULTANT services beyond the current fiscal year,this Agreement
will cover only those costsincurred tip to the conclusion oftI)ecur,re,11 f Ellear) .
,tsc
6. ADDITIONAL WORK.
A. CH"Y's city manager("Manager") rnay deternihic, at tile Manager's sole
discretion, that CONSLIL'I"ANT must perforni additional work("Ac ditionaI
Work") to complete the Scope of'Fork. If Additional Work is needed, the
Manager will give written authorization to CONSULTANT to perform such
Additional Work,
B, If CONSULTANT believes Additional or is needed to complete the Scope of
Work, CONS 01.1"ANT will provide the tanager with written notification that
contains a specific description of the proposed Additional Work,reasons for such
Additional Work, and a detailed proposal regarding cost.
C. Payments over$46 000 for Additional Work must be approved by CITY's city
council. All Additional Work will be subject to all other terms and provisions of
this Agreement.
7® FAMILIARITY WITH WORK.
A. By executing this Agreement, CONSULTANT agrees that it has:
i, Carefrilly investigated and considered the scope of services to be
performed;
ii. CareUly considered how the services should be performed;and
iii. (Mderstands tire facilities, difficulties, and restrictions attending
performance oft e services under this..Agreemera.
B. If services involve work upon any site, CONSULTANT agrees that
CONSULTAN"I" fins or will investigate the site and:! is of, will I)e: fully acquaintcd
with the conditions there existing, befbre corrunencing the set-vices hereun(Jet-,
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Agreement No. 5482
nniteriOly the peribrin.,vice of Nvill
(.11, '911ch fiRt"t and will aot procc'ed vxccj�M at
K TERM, I'lle terin of this Agreenient �wi�l be &orr,� October 1, 2017 k) S10,12Len-iber 30�. 202�0:,
thfless, othcr%vise deternliiwid 1,,)y written amendinetv bel"Yeen the J,mrfies, this Agreleinent w,ill
tiorn,dnate in ffie, fbilowing insuinees�
A. Completion of the or specified in Ex hibit"A"I•
B.
"fermi tion as stated in Section 16.
9,. nw #4),R PERFORMANCE.
A. CONSULTANTwill not perform any work under (his Agreeniew t'llintil:
L CONSULTANT furnishes proof of insurance as required under Section 23
of this Agreement;and
ii. CITY gives CONSULTANT a written notice to proceed.
B. Should CONSULTANT begin work on any phase in advance of receiving written
authorization to proceed, any such professional services are at CONSULTANT's
own risk.
10. TIME EXTENSIONS. Shotild ON [JLT'ANT be delayed by causes beyond
CONS l,XTANT's control, CITY may grant a thile extensioii for the:completion of the contracted
services. If delay oectirs, CONSULTANT must notify the Manager within forty-eight hours(48
11OUrs), in, writing,of the catise and the extent of the delay iind how stich delay interferes with the
Agrecirient's schedule. The Manager,will extend (fie completion tinge, when appropriate,for the
completion of the contracted services,
I I. CONSISTENCY. In interpreting,this Agreement and resolving any ambiguities,the main
body of this Agreement takes precedence over the attached Exhibits;this Agreement supersedes
any conflicting provisions. Any inconsistency between the Exhibits will be resolved in the order
in which tile Exhibits appear below
A. Exhibit A: Scope of Work;
12. CHANGES. CITY may order changes in the services within the general scope of this
Agreement, consisting of additions, deletions, or other revisions, and the contract stini and tile
contract bine will be adji.isted accordingly. All such changes intist be authorized iii writing,
executed, by CONSULA.ANTand CI'TY, The cost or credit to "FF Y reskilting from, clianges in
the services will be determined in accordance with written agreement between the parties.
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Agreement No. 5482
13.TAXPAYER IDENTIFICATION NUMBER. CONSULTkNT will provide CITY with a
Ta,x,payer Identification Number.
14. PEIt pIITS AND LICENSES. CONSULTANT, at its sole expense, will obtain and
maiotain during the term of this Agreement, all necessary permits, licenses, and certificates that
inay be required in connection with the performance of services under this Agreement.
5, WATNV3�� (11"Y's review (n acceptaii(:.e of" or payolent t'or, work Product )')rcpared by
CONSULTANT under this Agreement will not be construed to operate as a waiver of any rights
CITY may have under this Agreement or of any cause of action arising from CONSULTANT's
ped'ormance. A waiver by CITY of any breach of any term,covenant, or condition contained in
this Agreement will not be deemed to be a waiver of any subsequent breach of the same or any
other term, covenant, or condition contained in this Agreement, whether of the same or different
character.
16.TERMINATION.
A. Except as otherwise provided, CITY may terminate this Agreement at any time
with or without cause.
B. CONSULTANT may terminate this Agreement at any time with CITY's mutual
consent. Notice will be in writing at least thirty (30) days before the effective
termination date.
C. tJpoti mceiving,a tert-nination notice, C0NS1,aI..1",,%NT will inimediately cease,
perfbrriuince under this Agnxment tufless otherwise provided iri flic tem,iiiiation
notice. Except as otherwise provided hi the tennitiation notice, az'iy additional
work performed by CONSULTANTater receiving a termination notice will be
performed at CONSULTANT" own cost; CITY will not be obligated to
compensate CONSULTANT for such work.
D. Should termination occur, all finished or unfinished documents, data, studies,
surveys, drawings,maps,reports and other materials prepared by CONSULTANT
will, at CITY's option, become ."l]' "'s property, wid CONSULTANT will
receive just and equitable compensation for any work satisfactorily completed up
to the effective date of notice of termination, not to exceed the to costs under
Section I(C),
E. Should the Agreement be terminated pursuant to this Section,CITY may procure
on its own terms services similar tothose teniiinated.
F. By executing this document, CONSULTANT waives any and all claims for
dallltjges that might other wise arisc:front CITY's tenniriatiou uilder t1lis Section,
17. OWNERSHIP OF DOCUMENTS. All documents, data, studies, drawings, maps, models,
photograpl)s atid reporu prep;,irex] by ('CONS U LTA Nj "l' udder this Agreement are CITY's
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Agreement No. 5482
properly. C0J148M,TAN7` nlay reudrr Copies of said docorywnts and materi,,&s as desired, bbl
will deliver all original materials to CITY upon CITY's written notice. CITY agrees that use of
cofnpleted work product, ror Purposes ottler 111an kleiiliiled in d6s �%greeinem,
or use work is at CVVY's om) risk,
18. PUBLIC iV11 01 N OF DOCUMENTS, Except as necessary for performance of service
Under ttds Agreenient, no copies, sketches, or graphs of materials, includitig grapldc, art work,
prepared pursuant lo, this Agreemexit, will be: released by CONS1,11JAN"I" to any other puson or
public (;"]"Y wifliota CITY's prior written approval, All presS releVIses, inclildilig gralfllie
display information to be published in newspapers or magazines, will be approved and
distributed solely by CITY,unless otherwise provided by written agreement between the parties.
19. INDEMNIFICATION.
A. CONSULTANT agrees to the following:
i. Indemnification for Professional Services. CONSULTANT will save
harmI ess and indemnify and at CITY's request reimburse defense
costs for CITY and all its officers, volunteers, employees and
representatives from and against any and all suits, actions, or claims,
of any character whatever, brought for, or on account of, any injuries
or damages sustained by any person or property resulting or arising
from any negligent or wrongful act, error or omission by
CONSULTANT or any of CONSULTANT's officers, agents,
employees, or representatives, in the performance of this Agreement,
except for such loss or damage arising from CITY's sole negligence or
willful misconduct.
ii. Indemnification for other Damages. CONSULTANT indemnifies and
holds CITY harmless from and against any claim, action, damages,
costs (including, without limitation, attorney's fees), injuries, or
liability, arising out oft is Agreement, or its performance, except for
such loss or damage arising from CITY's sole negligence or willful
misconduct. Should CITY be named in any suit, ors any claim
be brought against it by suit or otherwise, whether the same be
groundless or not, arising out ofthis Agreement, or its performance,
CONSULTANT will defend CITY (at CITY's request and with
counsel satisfactory to CITY) and will indemnify CITY fora
judgment rendered against it or any sums paid out in settlement or
otherwise.
B. For purposes of this section "CITY" includes CITY's officers, officials,
employees, agents,representatives,and certified volunteers.
C. It is expressly understood and agreed that the foregoing provisions will survive
termination of this Agreement.
Agreement No. 5482
D. '1111c requit'CMICAAS as to the types and hTilits of insurance coverage for be
rnainti,driefJ b'i ( ()NS1J1.'l')NNT as required by S'(;�c'lkni 23, and azV af:iproval of
Said filswancv by ('11"Y' are not intended to and will not inn anv nianner krait or
qualil'y 1he Hal flifles "'ind obfigations otherwise assunied by CONSULA"Al'
pursuant to this Agrecynant, including, without to, O)e provisions
20, ASS[GNABI IATV, "rins, Agreement is fbr (",ONStJl1'l'AN'Fs professional services.
(1'ONS1Jl.A'AN"Ps atternpis to assign the benefits or burdens oFthis Agreeinent without Cfj'Y's
wrilters approvM are Probibited and will be raill and void,
arld CONSUL.TANT agree that
21. INDEPENI)EW11' C"ONTRACTOM CH'Y ,
CONSU[.JAN'f will alet as an independent contractor and willl have oontrol or all work and the
I'MMI'ler in which is it perrorined, CONSLJUrANT will be free to contract for sinfilar service to
be perknnwd lor other eniployers while under contrAct with CITY. CONSI-1TANI' is not an
agerit or ernployee of Cl'ry and is not entitled to participate in any pension plan, insurance,
bonus or siniiiar benefits C11"Y provides for its en1ployees, Nny provision in this Agreement that
ma), api)car to, give (,')'I'Y' the right to direct CONSULTANTas to the details of doing the work
4:)r to exercise, a ineasure oi`control over the work means that CONSULA"AM will follow the
direction of the CITY as to end results of tile work only.
21 A OF RECORDS. CO:Nsui:r,ANT' will rnaintain ffill 01nd ACCUrate records with
respact to, all services and matters covered under this Agreement, CII-Y will have free acce," at
all reasonatfle Unies to such rccords, an(] the right to exmine and alrkidit tile same and to make
transcript therefi-orri, and to inspect all, prograrn data, docurrients, proceedings anid activities.
CONSEKTAN'Twill retain such finaticial and Prograrn service records ffir at least three (3) years
olfter termination or finni payinent under Ih is,ikgreernent.
23.INSURANCE.
A. Before cozilmencing performance under this Agreement, wid at all other tirnes this
Agreement is effective, CONSUIA'ANT will procure an(J maintain (lie, following
types ofinsurance with coverage, limits complying,at a IllinitnUITI, with tile lialits
set f'orth below:
1yo
, _pfbi5urance Limits
Coniniercial general liability: $1,000,000
Professional Liability $1,000,000
Business autoinobile liability $1,000,000
Workers conipens-ation Statutory requirement
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Agreement No. 5482
B. ;ojnnlercial generat liability ivistvance wfli aneet or exceed the, of:
(lie inost rceent ISO-CUL F`onm The aniount ofimurance set, tbrth abcwc Nvifl t,-)c
as corubined ,single Hrl,ab per occurrence lbs, bodily irijury, personal inPury,atid
property damage for the policy coverage. Liability policies will be endorsed to
name CITY,its officials, and employees as"additional insureds"under said
insurance coverage arid to stale that such iusurance, will be deemcd "lniFnAry"
such that any other iusurance that inay 11')e carried by CITY will be excess lbereto.
Such endorsement must be reflected on ISO Form No. CG 20 10 It 85 or 88, or
equivalent. Such insurance will be on an"occurrence,"not a"claims made,"basis
and will not be:caricelable or Subject
ject to reductioti exc(qit upoii thirty (301)days
prior written notice to CITY.
C. Professional liability coverage will be on an"occurrence basis"if such coverage
is available,or on a"claims made"basis if not available. When coverage is
provided on a"claims made basis,"CONSULTANT will continue to renew the
insurance fora period oft a (3)years after this Agreement expires or is
terminated. Such insurance will have the same coverage and limits as the policy
that was in effect during the to of this Agreement,and will cover
CONSULTANT for all claims made by CITY arising out of any errors or
orriissions of CONSULTANT, or its,officers,employees or agents,curia g,the tirne
this Agreement was in effect.
D. Autornobile coverage:will be written on 180 Bushiess Auto Coverage Forru CA
00 0106 92,including synibol I (Any Auto).
E. CONSULTANT will furnish to CITY duly authenticated Certificates of Insurance
eVidencing inaintenauce of the irisurance required under this Agreenient and such
other evidence,of insurance or copies of policies as may be reasonably recluired
by CITY from tinge to (ime. Insurance must be placed with insurers wifli a current
A.M. Best Company Rating equivalent to at least a Rating of"A:VII."
F. Should CONSULTANT,for any reason,fail to obtain and maintain the insurance
required by this Agreement,CITY may obtain such coverage at
CONSIJurANT's expense and deduct the cost of such insurance from paymenIs
due to CONSULTANT under this Agreement or terminate pursuant to Section 16.
24. USE OF SUBCONTRACTORS. CONSULTANT must obtain CI 's or written
approval to use any consultants while performing any portion of this Agreement. Suchapproval
must approve of the proposed consultant and the terms of compensation.
25INCIDENTAL TASKS. CONSUI,TANT will ineet, with crry monthly to provide the
status on the project, is will include a schedule update and a short narrative description of
lVogress during the past tnarith for each niajor task, a description of the work renlainilig "Arld as
description of the work to be one before the next schedule update.
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Agreement No. 5482
26. NOTICES. All communications to either party by the other party will be deemed made
when received by such party at its respective name and address as follows:
If to CONSULTANT: If to CITY:
1"vft;H'of"A.r°ne.r-ica, lrnr° City of El Segundo
3800 l.:'splanade Way, Suite 210 350 Main Street
Tallahassee,Florida 32311 El Segundo, CA
Attention: J. Bradley Burgess Attention:Juliana Demers
Any such written communications by mail will be conclusively deemed to have been received by
the addressee upon deposit thereof in the United States Mail, postage prepaid and properly
addressed as noted above. In all other instances, notices will be deemed given at the time of
actual delivery. Changes may be rnade in the names or addresses of persons to whom notices are
to be given by giving notice in the manner prescribed in this paragraph.
27. CONFLICT OF INTEREST. CONSULTANT will comply with all conflict of interest
laws,and regulations including, wvithearnt fir°nitation, t"l'l"y's conflict ofinterest regulations.
28. SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor
retained any company or person,other than CONSULTANT's bona fide employee,to solicit or
secure this Agreement. Further,CONSULTANT warrants that it has not paid nor has it agreed
to pay any cornpany,or person, other than(7,ONSU[,TA'hl"1""'s bong fade employee, any fee,
corrin,fission, percentage, brokerage fce, gift or other consideration contingent aalrorr or r.esrrltirrg
fronn the award or rnnaleing of"this Agreement, Should CONS[R..TANT breach or violate this
warrrrrrty, CI°l' " may rescind this Agreement without liability.
9. "I' IIII.l'; .PARTY BENEFICIARIES. This Agreement and every provision herein is
generally for the exclusive benefit of CONSULTANT and ClTY a nd, not for the benefit of airy
other party. "There will be no incidental or other beneficiaries of any of CONSULTANT's or
CITY's obligations under this Agreement.
30, IN""EIIPRI+.,'I'A"HON. This Agreement was drafted in, and, will lie construed in accordance
With the laws of the State of' California, and exclusive venue :for any action involving this
agreernrent will be in l..�os Angeles County,
31 COMPLIANI:E 'WITH LAW, CON"S1.l13" NT agrees to comply with all federal, state,
and local laws applicable tot is Agreement.
2. ENTIRE AGREEMENT. This Agreement, and its Attachments, sets forth the entire
understanding of the parties. There erre no other understandings, ternns or other ag,reernne;rnts
expressed or- itriplie.d, anal or written. There is one (1) Attach nrent to this Agreement. This
Agreenicn't will Iniad and inure, to (he benefit of the parties to this Agreement and any subsegUent
successors and assigns.
Agreement No. 5482
33. 10.t LES OF CONSTRUCTION. Each Party had the opportunity to independently review this
Agreenwnt with legal counsel. Accordingly,this Agreement will be construed simply,as a whole,
and in accordance with its fair meaning; it will not be interpreted strictly for or against either Party.
34. SEVERABILITY. If any portion of this Agreement is declared by a court of competent
jurisdiction to be invalid or unenforceable, then such portion will be deemed modified to the
extent necessary in the opinion of the court to render such portion enforceable and, as so
modified,such portion and the balance of this Agreemamt:m'at will continue in full force and effect.
35. A I,:�""1"°1;IORITY/MODIFICATION. The Parties represent and warrant that all necessary
action has been taken by the Parties to authorize the undersigned to execute this Agreement and to
engage in the actions described herein. This Agreement may be modified by written amendment.
CITY's executive manager,or designee,may execute any such amendment on behalf of CITY.
36.ACCEPTANCE OF FACSIMILE SIGNATURES. The Parties agree that this Agreement,
aagreeamments ancillary to this Agreement, and related documents to be entered into in connection
with this Agreement will be considered signed when the signature of a party is delivered by
facsimile transmission. Such facsimile signature will be treated in all respects as having the
same effect as an original signature.
7. CAPTIONS. Tec tions of the paragraphs of this Agreement are for convenience o
reference only and will notaffect the interpretation of this Agreement.
ESSENCE.38,TIME IS OF Time is of the essence for each every provisionof this
Agreement.
9 . Should performance of this Agreement be prevented due to fire,flood,
explosion, acts of"'terrormsn'm,, war,embargo, government action, civil or nmmlitmarv'aut'hori'ty, the
natural eleivients,or other sirnilaar causes beyond the Parties' reasonable control, theme the
Agreement ill immediately terminate without obligation of either party tot e other,
° STATEMENT OF EXPERIENCE. executing this Agreement, CONSULTANT
represents that it has demonstrated trustworthiness and possesses the quality, fitness and capacity
to perforin time Agreement in n manner satisfactory to CITY. CONSl.6l`TANI" represents that its
linaancial resources, surety and insurance experience, service experience, completion ability,
personnel, ct m"ent workload, experience in dealing with priwate consultants, and experience in
dealing with public agencies all suggest that ('ONSULT .NT is capable of performing the
proposed contract and has a demonstrated capacity to deal fairly and effectively and to
satisfy a public CITY,
[Signatures on next page]
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Agreement No. 5482
11"I Wl g�)Innics hclvto coilll,act dlc� an"J pnil.
first hereinabove %vi i ttcn.
..............
as
er, J, f3urgcss
Cl( lanager E�Xecudvc vice PI-csioclit
ATTES"r.,
Taxpayer ID No.
1)�Acy weiiver,
i(y Clei,k
APPROVED AS TO F(MM:
MAKE—D, IJE?lJSLEY, Cily,Altorriey
By:
Boiger,
Assisumt City Mtorney
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Agreement No. VMilbit A
11 G 1,
CONSULTING GROUP
A EXECUTIVE SUMMARY (TRANSMITTAL LETTER)
October 15, 2017
Mr.Joseph Lillio
Director of Finance
City of El Segundo
350 Main Street
El Segundo, CA 90245
Subject: SB 90 State Mandated Reimbursement Claiming Services
Dear Mr. Lilli :
Than you for the opportunity to continue the City of El Segundo's (City) partnership with MGT
Consulting Group, LLC (MGT). We are pleased to submit this proposal to provide the City with State
Mandated Cost Services(SB 90)fort 2017-2018 fiscal year.
MGT proposes to complete all aspects of this proposal for annual claims and new or initial claims
released by the State Controller during the 2017-20 18 fiscal year for a fixed fee of four thousand dollars
($4,000). This fee is inclusive of all other charges such as travel and administrative expenses. To
simplify the contract renewal process for the Cie are also proposing two additional automatic
renewal years using the same fees and contract terms as our prior engagements.
F I S C A L Y E A R S
2016-17 Claims issued 2017-le Claims issued 2018-19 Claims Issued
during 2017-18 during 2018-19 during 2019-20
................................
$4,000 L $4,000 $4,000
fixed fee, billable on a semi-annual basis
The of of an MGT SB 90 engagement is to produce and file state anted cost claims that both
maximize revenue and are technically sound and accurate. This letter and attached proposal describe
our firm, quarifications and staffing, approach, scope of work and the commitment the City can expect
from MGT Consulting throughout this engagement
Agreement No. 5482
G
xiiate the
ppoirtunity to caer cur
We, q t( 1 II 775 �nrMck mg cmc„a mm g xc nq or Tr at,(�6 5r .� aim �4' �"�.Executive
We P wi.�.��,.0 mw,N am authorized to r�w�r��.^�,�. ��r�rw�u.�wr�um
Burdick�� ' b
Corksuldr-kg fb it zlH aspects cv6'this
drnw'cw,u 9Y W-
�. , : .
w�
”
J. Bradley,Bunps° ;KOUcevn, 'iC;f',
Prcwosii 'eirmwr:
MGT HndA SuMs
MGT ComWO&LLC
�w t "T i 9 y ll' ,:'w'N.v`� , .N`�: N P I 14',���., . A" ,1 r k, .. ..N—cd
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Agreement No. 5482
CITY OF EL SEGUNDO N I"'—
SB 90 STATE MANDATED REIMBURSEMENT CLAIMING SERVICES iff6 cl;co 0p
TECHNICAL IFP ROIPOS,AL
B FIRM INFORMATION/ORGANIZATION
MGT Consulting Group, LLC (MG1) has provided highly specialized governmental consulting services
since 1974. Our Financial Services Division consultants focus on five core areas of expertise—state
mandated costs, cost allocation, user fee cost analysis, federal reimbursements, and indirect cost rate
proposals (ICRPs). It has been said that a consultanes stock in trade is their experience and their advice.
Our firm's average level of experience is over 17 years in the local government consulting area. Our
clients have always benefited from our counsel and advice in the state mandated cost-claiming field.
We are proud of our California heritage and consulting roots.The original founders of Public Resource
Management Group, LLC (PRM) all started their consulting careers with David M. Griffith and
Associates (DMG) during the mid-1 and early 1990s. That association formed our professional
belief system and approach.Our core values are:
Oe Providing exceptional technical consulting services
❖ Developing partnerships with our clients that result in successful long-term relationships
4- Guaranteed deliverables and services
As a financially sound, privately held firm, MGT has no all Street analysts to answer to, nor do we
have corporate investors. MGT consultants focus on our clients and fulfilling the terms of our
agreements. Since its inception in 19,74, MGT has maintained persistent and steady growth. MGT is a
financially healthy company and is capable of providing the resources required to successfully complete
the requested services both now wand in the future,
MGT OFFICE LOCATIONS AND CONTACTS
MGT is based in Tallahassee. Florida, and has regional offices in Washington, D.C.; Austin, Texas; Bay
City, Michigan; Olympia, 'Washington, and Saci-amento and Pasadena California, The City's project will
be exclusively staffed by consultants:from our Sacramento office,
CORPORATE HEADQUARTERS SACRAMENTO OFFICE
MGT of Arnerica, Inc. MGT Consuldng, LLC.
3800 Esplanade ftiy,Suite 2 10 2251 Harvard Street Suite 134
Tallahassee, Florida 32311 Sacramento CA 95815
ph. 850-386-319 1; fix, 850-385-4501 ph.916-59S-2646
wwwxngtofi)merica.com bburgess@mgtconsuldng.com
I___................. . .....----..........
MGT 0yvriprlit'2017 lly All rights ru5cilled
Agreement No. 5482
CITY OF EL SEEGUNDO
SB 90 STATE MANDATED REIMBURSEMENT CLAIMING SERVICES
C QUALIFICATIONS & STAFFING
sincn 2007, MGT Consuking has becorne the dornirmni, Costirig services consulting fin-ni hi the rtstic)n:
'wlith over 30, rosting prilofessionials, In the area of lc)cal governalent cost consuldnp -.is Over
,,, our flirni h
100 yvirs of clornhiined experience in the SB 90,, cost allccatjc,)n, and ind4-err, cost. 0-11CU1,361011 ConStIlding
arelw�: Our predecessors at DIM G were arigil)ally asl<ed Ivry the Calffornia State Controfier's Office
(SCO) to Assist in the devefoprnent of the original KAI?ft.wrn',it and rniethorfrilogy, That format is still In
LLSe today, In our, various corporate Incarnations Since 19851, oijr consulvints have wcq-ked wkh over 250
cities,all 58 counties,and over 100 special districts in California.
A surnmary of the project tearn and a brkf bio, for each proposed teani n1ein"iber fallows, Al'll staff
nwnibers listed: w0f be assigned to this projecL in the event that a proposed .,tai' fIlmnber becorries
unavailable, MGT shall provide equally or better quallifled alternative stiff to be, approved by the Cky,
No subcontractors, interns, students,or temps will be proposed or used on this project,
MR. BRAID BURGESS, ExEcUTIVE VICE PRES11DENT & PROJECT DIRECTOR
r1r, Burgess is an, execudve vice president Mth MGT C.onsuiring Group and is respons6le for our,firni's
national Fi1nancial Services Business Unit He will !serve as the project directur for this engagement. Mr
l3tirgess Nvill be responsible for ensurft that this pro,I= is staffedl properly. His, objective will be that
the Oty of pi Segundo is unconditionally satisfied vvich the services recelved from, MGT,
Mr. Burgess is an expert In project management, having, aianaged or"directed over 340 projects over his
25-year local government consulting career, He has tatight hundreds of g4-wer-nnient finance officials
Indirect cost theory and application through nurnerous training sessions. He is as frequent presenter at
conferences and workshops for clients, state and bc!al govei-ninients, and state assotiations. 11r, Burgess
has been a, corporate officer at (David M. Griffith, & Associates, DMG-Maxinxis, Maximus, Public
Resource Management Group and MGT Consulting Group,
Mr, Burgess has been directly involved with suite: mandate cost consulting for over 20 years, and
personally served over 100 cities and 30 counties in the SB 90 clainning area,
MR. Guy BuIRDIICK, SB 90 PROJECTMANAGER/ LEAD CONSUL I ANT
Mr., Burdick will serve as, the project manager/ lead consflltant and primaq/ contact for the City. In,this
role, Mr. Burdick will attend afli on-site Interviews,, training and coordination over the life of this
engiagenient. He is responsible for the daily tasks and aictlyides associated with, the SB 90 project. He will
conduct department interviews, SOW11uhing, data Collection, folfow up, phone calfs and e-mails, and
prepare and file all clai
Guy Burdick is a Manager at MGT and has served as, the project manager for nurnerous city SB 90
protects, Including serving EI Se undo for the several years, During his 17-year professionall cireer, Mr.
Burdick has been the Project Manager/Lead Consultant for cities as brge as Los AngeIes and Pasadena
and served in that capacity or as the lead consultant for over 55 other 66as and rounties in California,
Prior to joining MGT,he was a Manager at Maximus Inc.since 1995.,
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CIA'A.W. V " RM
Agreement No. 5482
CITY OF EL SEGUNDO
SB 90 STATE MANDATED REIMBURSEMENT CIAIMING SERVICES
D APPROACH ANED ME11-10DOLOGY
KGT ,victws tl,,ae S8 9,0 process as a 1,jartnership between N Segundo aril our firm,, We� undarsuirtd and
recognize the City rriay prefer to have liniked iinvolvenient 41 process 'to con$W've internal
resources, Or, should the City desire as amore hands-on partnership, MGT will custornize the SB 90,
clain*ig pracess to fit the City's creeds. As, mentioned above, our goal Is to produce and file, state
rnandated cost clairns UuAE rrax4nize revenue azul,are technically sound arild accurate.
In this secdon, we will describe our approach and methodology for this engagement, In the interest of
birevity, we have not inciudeid exhaustive lists of tasks, but rathew a brief sunnniary of the priinary
funcdons and activides that are fundamental to a successful: SB 9'0 engagenvier m Each of the key tasks is
described belcivv
4- Provide the City with a rist of all eligible claims, as well as program summary and dam
collection forms.
Work in concert with City's SS 90 Coordinator to coordinate the overall claiming process.
Once again, mininial reliance:will be placed on the City's 'S'B 90 Coordinator In this process
unless otherv4se requested by the City.
Develop a schedule and plan for niining the necessary data to ensure claltris are completed
well before the cialming deadlines.
Coridtwt department rneetings and proyide summary and data collection fornis specific to
their program area.
Gather salary, benefit and' cost plan data fr-om the accounting suiffor the individual
clepartments for all required fiscal years,
Prepare all necessary department-wide indirect cost rate proposals (I'CRPs) in Accordance
with OMB A-87.
Ensure that all eligible claims are filed on time, and coax departments to ensure that all
eligible claims are filed timely.
Prepare claims and provide the completed claims, including A related backup, and tCRPs to
the departments and coordinator for review.
Discuss any potential or necessary changes with the appropriate staff member(s).
Hand-deliver the signed claims with the to Controller prior to the deadline.
Provide copies of all!claims receipts,declarations, and summary clairning reports,
MGT will provide the City's SB 90 Coordinator with, a clear, understandable process for receiving
the completed daims/ICR,Ps and obtaining the necessary signatures. There will be no points of
confusion as to where the cornpleted claims should be rnalled, or who is responsible for making sure
the claims are received and filed with the SCO on time. Constant and continuous contact is a
trademark of MGT.
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Agreement No. 5482
CITY OF EL SEGUNDO
SB 90 STATE MANDATED REIMBURSEMENT CLAIMINGCONSU
LTfNG GE'tOUP
SERVICES
E SCOPE OF WORK
MGT is confident that all services described meet the City's desired scope of services. We also have
additional services and deliveables that exceed those typically provided by other consulting firms which
provide exceptional value to City. The MGT proposed services include:
Identify all possible SB 90 claiming opportunities within the City.
ee Under the dii-ection of the SB 90 Coordinator, develop an approach, plan and schedule to
timely complete all new and annual cost reimbursement claims for the 2016®17 fiscal year.
Conduct meetings all involved departments to provide the necessary information and
training for staff on the required documentation and processes for filing claims,
®® Prepare all necessary department-wide indirect cost rate proposals(ICRPs)for all claiming
departments in accordance with Office of Management and Budget(OMB) ®117,
®® Prepare all eligible anneal claims for the 2017-2018 fiscal year.
m9 Perform an internal quality assurance review of all claims,
�• Provide completed claims to the departments and SB 90 Coordinator for review and
signature at least three weeks prior to claiming deadline,
46 Submit all eligible annual claims to the State Controller's Office (SCO), Provide the City
with copies of all submitted claims and documentation from the SCO showing proof of
timely claim filing,listing claims and amounts.
-'o Monitor the status of claims and payments.
Assist the City with payment tracking.
� Assist the City with knowledge transfer and training related to the SB 90 process,
The above scope is the same for new and initial or first time claims,
PROPOSED PROJECTTI SCHEDULE
This proposed schedule is one possible time line, If the City desires to initiate the annual claiming cycle
earlier, MGT is happy to accommodate that request
Sepv December- -"""eceer January February
�„..................W.........._. _..._.. ..�.
All mandate specific Meet the City claim financial data MGT distributed ft Claims to City for
SB 90 Coordinator claims and ICRPs for final review
Departments due to MGT T City review signature
_GT Claim,
MGT B'e&data Pre tion Edits and changes to Hand Deliver
collection&follow Compile data, draft claims due to Claims to State
up on eligible calculate indirect cost MGT Controller
activities rates,process data
_...Prepare claims
MGT
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p,i
Agreement No. 5482
CITY OF EL SEGUNDO MGT'
SB 90 STATE MANDATED REIMBURSEMENT CLAIMING SERVICES
G" C0S'TS(-JMMAR"(
rIG'T is proposing to maintain the salnu,r: fixed-fee arraingernenr and prke for this en agement as in
previous years, MGT will; complete A services described in tWs proposal r(datedi to the annud claims
due ki Fiebruary; and all aspects of this proplosal related:toall rmw, a,)r first-tirne, (Jainis for whidl(1,01-11ing
instructions are issued d!uring the szme fiscil year for a fixed-fee of$4,0100.
F
'''-..........I S C A III,,. Y E A R S
2016-47 Clairns issued 20 17...18 Claims issue,d 2018-19 Claims issued
during 2017-48 during 2018-19 during 2019-20
$4,000 $4,000 $4,000
If i x e d f e e u b i I I able on a se m i annual basis
"The price quoted for services is all inclusive.There are no caps on number of daims,audit suppon,or
site meetings/visilts our level of custonier service to the City is unfirnitet], l`1G"rwM not WH you for
travel expenses,additional firne for on site irneetings, or additional daims. MGT wants to be CiWs
partner in this process for the next three yearsand beyond, (Dur W-ofessional conunitment of
resourcei and variety of services offered under our fixed-fee Pr'Ol)OS31 is Unmatched,