Title
Authorization to Enter Into Contract for Consulting Services for Fiscal Monitoring Request for Proposals Contract Award (Ordinance S-51264)
Description
Request to authorize the City Manager, or his designee, to enter into a contract with Booth Management Consulting, LLC for Fiscal Monitoring Services for the Human Services Department (HSD). Expenditures are not to exceed $869,100 over the life of the contract. Further request authorization for the City Controller to disburse all funds related to this item. Funds are available from American Rescue Plan Act (ARPA) funds, Head Start Grant funds, Workforce Investment and Opportunity Act (WIOA) funds and City of Phoenix General Funds, upon annual budget approval.
Report
Summary
The City manages several programs to provide essential services to residents. The Consultant will complete the fiscal monitoring for HSD programs, including but not limited to: WIOA, Head Start, Homeless Services, and Victim Services/Family Advocacy Center. The Consultant will conduct fiscal monitoring for these programs and deliver written reports of the results. The fiscal monitoring review process will:
- Determine whether the contractors possess the proper policies, procedures, and practices to meet the fiscal requirements of their contracts with the City.
- Confirm compliance with federal, state, and local requirements.
- Ensure the integrity, accuracy and completeness of the financial data presented to the City.
Procurement Information
Request for Proposals, RFP-MSD-24-0319, was conducted in accordance with the City of Phoenix Administrative Regulation 3.10. HSD received four offers on May 30, 2024, which were determined responsive and responsible to the solicitation requirements. The Evaluation Panel evaluated all proposals based on the evaluation criteria, responsiveness to all the specifications, terms and conditions, and responsibility to provide the required service.
The Evaluation Criteria was as follows with a maximum possible total of 1000 points:
Criteria and Possible Points:
- Lead CPS and Assigned Staff Qualification: 275 possible points
- Fees: 200 possible points
- Proposer's Qualifications and Experience : 250 possible points
- Approach to Scope of Work: 275 possible points
The Evaluation Panel scored all proposals as follows:
- Vander Weele Group, Inc.: 694
- UHY Advisors Mid Atlantic, Inc.: 700
- Pun Group, Inc.: 715
- Booth Management Consulting, LLC: 878
Contract Term
The term for the contract will begin on or about November 1, 2024, and end November 30, 2025, with two, one-year options to extend. Each extension option may be exercised by the City Manager, or designee.
Financial Impact
Expenditures will not exceed $869,100 over the life of the contract. Funds are available through ARPA, Head Start Grant, WIOA and City of Phoenix General Funds. Full funding is contingent upon annual budget approval.
Department
Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Human Services Department.