7608 - Contract Executed
DocuSign Transmittal Coversheet
File Name
Purchasing Contact
Contract Expiration
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
NA
7608 Cost Allocation
Erica Garcia
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 1 of 11
PROFESSIONAL SERVICES AGREEMENT
FOR CONSULTING SERVICES
FILE 7608
STATE OF TEXAS §
COUNTY OF DENTON §
THIS AGREEMENT (the “Agreement”) is made and entered into on
________________________, by and between the City of Denton, Texas, a Texas municipal
corporation, with its principal office at 215 East McKinney Street, Denton, Denton County,
Texas 76201, hereinafter called “OWNER” and MGT of America Consulting, LLC, with its
corporate office at 516 North Adams St., Tallahassee, FL 32301, hereinafter called
“CONSULTANT,” acting herein, by and through their duly authorized representatives.
WITNESSETH, that in consideration of the covenants and agreements herein contained,
the parties hereto do mutually agree as follows:
ARTICLE I
CONSULTANT AS INDEPENDENT CONTRACTOR
The OWNER has selected CONSULTANT on the basis of demonstrated competence and
qualifications to perform the services herein described for a fair and reasonable price pursuant to
Chapter 2254 of the Texas Government Code. The OWNER hereby contracts with the
CONSULTANT as an independent contractor and not as an employee, and as such, the OWNER
will not assert control over the day-to-day operations of the CONSULTANT. The
CONSULTANT is customarily engaged to provide services as described herein independently
and on a nonexclusive basis in the course of its business. This Agreement does not in any way
constitute a joint venture between OWNER and CONSULTANT. The CONSULTANT hereby
agrees to perform the services described herein based on the skills required for the scope of work
in connection with the Project as stated in the sections to follow, with diligence and in
accordance with the highest professional standards customarily obtained for such services in the
State of Texas. The professional services set out herein are in connection with the following
described project:
The Project shall include, without limitation, COST ALLOCATION, as described in
Exhibit A, which is attached hereto and incorporated herein (the “Project”).
ARTICLE II
SCOPE OF BASIC SERVICES
The CONSULTANT shall perform the following services in a professional manner:
A. To perform all those services set forth in CONSULTANT’s proposal, which proposal is
attached hereto and made a part hereof as Exhibit A as if written word for word herein.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
03/18/2021
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 2 of 11
B. CONSULTANT shall perform all those services set forth in individual task orders, as
described in Exhibit A, which shall be attached to this Agreement and made a part
hereof.
C. If there is any conflict between the terms of this Agreement and the exhibits attached to
this Agreement, the terms and conditions of this Agreement will control over the terms
and conditions of the attached exhibits or task orders.
ARTICLE III
ADDITIONAL SERVICES
Additional services to be performed by the CONSULTANT, if authorized by the
OWNER, which are not included in the above-described Basic Services, may be negotiated as
needed, per rates included in Exhibit A.
A. Preparing applications and supporting documents for government grants, loans, or
planning advances and providing data for detailed applications.
B. Preparing data and reports for assistance to OWNER in preparation for hearings before
regulatory agencies, courts, arbitration panels or mediator, giving testimony, personally or
by deposition, and preparations therefore before any regulatory agency, court, arbitration
panel or mediator.
C. Assisting OWNER in preparing for, or appearing at litigation, mediation, arbitration,
dispute review boards, or other legal and/or administrative proceedings in the defense or
prosecution of claims disputes with Contractor(s).
D. Assisting OWNER in the defense or prosecution of litigation in connection with or in
addition to those services contemplated by this AGREEMENT. Such services, if any, shall
be furnished by CONSULTANT on a fee basis negotiated by the respective parties outside
of and in addition to this AGREEMENT.
E. Visits to the site in excess of the number of trips included in Exhibit A.
F. Preparing statements for invoicing or other documentation for billing other than for the
standard invoice for services attached to this professional services agreement.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 3 of 11
ARTICLE IV
TIME OF COMPLETION
CONSULTANT is authorized to commence work under this contract upon execution of this
AGREEMENT. CONSULTANT shall perform and complete its obligations herein in a prompt
and continuous manner, so as to not delay the completion of the Project in accordance with the
schedules as described in Exhibit A. The contract shall remain effective for a period which may
reasonably be required for the completion of the Project, acceptance by an authorized
representative of the OWNER, exhaustion of authorized funds, or termination as provided in this
Agreement, whichever occurs first.
ARTICLE V
COMPENSATION
A. COMPENSATION TERMS:
1. “Subcontract Expense” is defined as expenses incurred by the CONSULTANT in
employment of others in outside firms for services related to this agreement.
2. “Direct Non-Labor Expense” is defined as that expense for any assignment
incurred by the CONSULTANT for supplies, transportation and equipment,
travel, communications, subsistence, and lodging away from home, and similar
incidental expenses in connection with that assignment.
B. BILLING AND PAYMENT: For and in consideration of the professional services to be
performed by the CONSULTANT herein, the OWNER agrees to pay, based on the cost
estimate detail at an hourly rate shown in Exhibit A which is attached hereto and made a
part of this Agreement as if written word for word herein, a total fee, including
reimbursement for direct non-labor expenses not to exceed $45,000.
Partial payments to the CONSULTANT will be made on the basis of detailed monthly
statements rendered to and approved by the OWNER through its City Manager or his
designee; however, under no circumstances shall any monthly statement for services
exceed the value of the work performed at the time a statement is rendered.
Nothing contained in this Article shall require the OWNER to pay for any work which is
unsatisfactory, as reasonably determined by the City Manager or his designee, or which is
not submitted in compliance with the terms of this Agreement. The OWNER shall not be
required to make any payments to the CONSULTANT when the CONSULTANT is in
default under this Agreement.
It is specifically understood and agreed that the CONSULTANT shall not be authorized
to undertake any work pursuant to this Agreement which would require additional
payments by the OWNER for any charge, expense, or reimbursement above the
maximum not to exceed fee as stated, without first having obtained written authorization
from the OWNER. The CONSULTANT shall not proceed to perform the services listed
in Article III “Additional Services,” without obtaining prior written authorization from
the OWNER.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 4 of 11
C. ADDITIONAL SERVICES: For additional services authorized in writing by the
OWNER in Article III, the CONSULTANT shall be paid based on the Schedule of
Charges at an hourly rate shown in Exhibit A. Payments for additional services shall be
due and payable upon submission by the CONSULTANT and approval by the City staff,
and shall be in accordance with subsection B hereof. Statements shall not be submitted
more frequently than monthly.
D. PAYMENT: If the OWNER fails to make payments due the CONSULTANT for
services and expenses within thirty (30) days after receipt of the CONSULTANT’s
undisputed statement thereof, the amounts due the CONSULTANT will be paid interest
in accordance with the Texas Government Code 2251.025. Additionally, the
CONSULTANT may, after giving seven (7) days’ written notice to the OWNER,
suspend services under this Agreement until the CONSULTANT has been paid in full all
amounts due for services, expenses, and charges. Nothing herein shall require the
OWNER to pay the late charge if the OWNER reasonably determines that the work is
unsatisfactory, in accordance with this Article V, “Compensation,” there is a bona fide
dispute concerning the amount due, or the invoice was not mailed to the address or in the
form as described in this Agreement. The OWNER will notify CONSULTANT of any
disputes within twenty-one (21) days of receipt of the invoice.
E. Invoices shall be sent directly to the City of Denton Accounts Payable Department, 215
E McKinney St, Denton, TX, 76201-4299. A pro-forma invoice shall be sent to the
contract administrator. It is the intention of the City of Denton to make payment on
completed orders within thirty days after receipt of invoice or items; whichever is later,
unless unusual circumstances arise. Invoices must be fully documented as to labor,
materials, and equipment provided, if applicable, and must reference the City of
Denton Purchase Order Number in order to be processed. No payments shall be
made on invoices not listing a Purchase Order Number.
ARTICLE VI
OBSERVATION AND REVIEW OF THE WORK
The CONSULTANT will exercise reasonable care and due diligence in discovering and
promptly reporting to the OWNER any defects or deficiencies in the work of the
CONSULTANT or any subcontractors or subconsultants.
ARTICLE VII
OWNERSHIP OF DOCUMENTS
All documents prepared or furnished by the CONSULTANT (and CONSULTANT’s
subcontractors or subconsultants) pursuant to this Agreement are instruments of service, and
shall become the property of the OWNER upon the termination of this Agreement. The
CONSULTANT is entitled to retain copies of all such documents. The documents prepared and
furnished by the CONSULTANT are intended only to be applicable to this Project, and
OWNER’s use of these documents in other projects shall be at OWNER’s sole risk and expense.
In the event the OWNER uses any of the information or materials developed pursuant to this
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 5 of 11
Agreement in another project or for other purposes than specified herein, CONSULTANT is
released from any and all liability relating to their use in that project.
ARTICLE VIII
INDEMNITY AGREEMENT
THE CONSULTANT SHALL INDEMNIFY AND SAVE AND HOLD HARMLESS
THE OWNER AND ITS OFFICERS, OFFICIALS, AGENTS, AND EMPLOYEES FROM
AND AGAINST ANY AND ALL LIABILITY, CLAIMS, DEMANDS, DAMAGES,
LOSSES, AND EXPENSES, INCLUDING, BUT NOT LIMITED TO COURT COSTS
AND REASONABLE ATTORNEY FEES ASSERTED AGAINST OR INCURRED BY
THE OWNER, AND INCLUDING, WITHOUT LIMITATION, DAMAGES FOR
BODILY AND PERSONAL INJURY, DEATH AND PROPERTY DAMAGE,
RESULTING FROM THE NEGLIGENT ACTS OR OMISSIONS OF THE
CONSULTANT OR ITS OFFICERS, SHAREHOLDERS, AGENTS, OR EMPLOYEES
INCIDENTAL TO, RELATED TO, AND IN THE EXECUTION, OPERATION, OR
PERFORMANCE OF THIS AGREEMENT.
Nothing in this Agreement shall be construed to create a liability to any person who is not
a party to this Agreement, and nothing herein shall waive any of the parties’ defenses, both at
law or equity, to any claim, cause of action, or litigation filed by anyone not a party to this
Agreement, including the defense of governmental immunity, which defenses are hereby
expressly reserved.
ARTICLE IX
INSURANCE
During the performance of the services under this Agreement, CONSULTANT
shall maintain insurance in compliance with the requirements of Exhibit B which is
attached hereto and made a part of this Agreement as if written word for word herein.
ARTICLE X
ALTERNATIVE DISPUTE RESOLUTION
The parties may agree to settle any disputes under this Agreement by submitting the
dispute to mediation with each party bearing its own costs of mediation. No mediation arising
out of or relating to this Agreement, involving one party’s disagreement may include the other
party to the disagreement without the other’s approval. Mediation will not be a condition
precedent to suit.
ARTICLE XI
TERMINATION OF AGREEMENT
A. Notwithstanding any other provision of this Agreement, either party may terminate by
giving thirty (30) days’ advance written notice to the other party.
B. This Agreement may be terminated in whole or in part in the event of either party
substantially failing to fulfill its obligations under this Agreement. No such termination
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 6 of 11
will be affected unless the other party is given (1) written notice (delivered by certified
mail, return receipt requested) of intent to terminate and setting forth the reasons
specifying the non-performance, and not less than fifteen (15) calendar days to cure the
failure; and (2) an opportunity for consultation with the terminating party prior to
termination.
C. If the Agreement is terminated prior to completion of the services to be provided
hereunder, CONSULTANT shall immediately cease all services and shall render a final
bill for services to the OWNER within thirty (30) days after the date of termination. The
OWNER shall pay CONSULTANT for all services properly rendered and satisfactorily
performed and for reimbursable expenses to termination incurred prior to the date of
termination, in accordance with Article V “Compensation.” Should the OWNER
subsequently contract with a new consultant for the continuation of services on the
Project, CONSULTANT shall cooperate in providing information. The CONSULTANT
shall turn over all documents prepared or furnished by CONSULTANT pursuant to this
Agreement to the OWNER on or before the date of termination, but may maintain copies
of such documents for its use.
ARTICLE XII
RESPONSIBILITY FOR CLAIMS AND LIABILITIES
Approval by the OWNER shall not constitute, nor be deemed a release of the
responsibility and liability of the CONSULTANT, its employees, associates, agents,
subcontractors, and subconsultants for the accuracy and competency of their designs or other
work; nor shall such approval be deemed to be an assumption of such responsibility by the
OWNER for any defect in the design or other work prepared by the CONSULTANT, its
employees, subcontractors, agents, and consultants.
ARTICLE XIII
NOTICES
All notices, communications, and reports required or permitted under this Agreement
shall be personally delivered or mailed to the respective parties by depositing same in the United
States mail to the address shown below, certified mail, return receipt requested, unless otherwise
specified herein. Mailed notices shall be deemed communicated as of three (3) days’ mailing:
To CONSULTANT: To OWNER:
MGT of America Consulting, LLC City of Denton
Mark Carpenter Purchasing Manager – File 7608
516 North Adams Street 901B Texas Street
Tallahassee, FL 32301 Denton, Texas 76201
All notices shall be deemed effective upon receipt by the party to whom such notice is
given, or within three (3) days’ mailing.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 7 of 11
ARTICLE XIV
ENTIRE AGREEMENT
This Agreement and related exhibits constitute the complete and final expression of this
Agreement of the parties, and is intended as a complete and exclusive statement of the terms of
their agreements, and supersedes all prior contemporaneous offers, promises, representations,
negotiations, discussions, communications, and agreements which may have been made in
connection with the subject matter hereof.
ARTICLE XV
SEVERABILITY
If any provision of this Agreement is found or deemed by a court of competent
jurisdiction to be invalid or unenforceable, it shall be considered severable from the remainder of
this Agreement and shall not cause the remainder to be invalid or unenforceable. In such event,
the parties shall reform this Agreement to replace such stricken provision with a valid and
enforceable provision which comes as close as possible to expressing the intention of the stricken
provision.
ARTICLE XVI
COMPLIANCE WITH LAWS
The CONSULTANT shall comply with all federal, state, and local laws, rules,
regulations, and ordinances applicable to the work covered hereunder as those laws may now
read or hereinafter be amended.
ARTICLE XVII
DISCRIMINATION PROHIBITED
In performing the services required hereunder, the CONSULTANT shall not discriminate
against any person on the basis of race, color, religion, sex, sexual orientation, national origin or
ancestry, age, or physical handicap.
ARTICLE XVIII
PERSONNEL
A. The CONSULTANT represents that it has or will secure, at its own expense, all
personnel required to perform all the services required under this Agreement. Such
personnel shall not be employees or officers of, or have any contractual relations with the
OWNER. CONSULTANT shall inform the OWNER of any conflict of interest or
potential conflict of interest that may arise during the term of this Agreement.
B. All services required hereunder will be performed by the CONSULTANT or under its
supervision. All personnel engaged in work shall be qualified, and shall be authorized
and permitted under state and local laws to perform such services.
ARTICLE XIX
ASSIGNABILITY
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 8 of 11
The CONSULTANT acknowledges that this Agreement is based on the demonstrated
competence and specific qualifications of the CONSULTANT and is therefore personal as to the
CONSULTANT. Therefore, the CONSULTANT shall not assign any interest in this Agreement,
and shall not transfer any interest in this Agreement (whether by assignment, novation, or
otherwise) without the prior written consent of the OWNER.
ARTICLE XX
MODIFICATION
No waiver or modification of this Agreement or of any covenant, condition, or limitation
herein contained shall be valid unless in writing and duly executed by the party to be charged
therewith, and no evidence of any waiver or modification shall be offered or received in evidence
in any proceeding arising between the parties hereto out of or affecting this Agreement, or the
rights or obligations of the parties hereunder, and unless such waiver or modification is in
writing and duly executed; and the parties further agree that the provisions of this section will not
be waived unless as set forth herein.
ARTICLE XXI
MISCELLANEOUS
A. The following exhibits are attached to and made a part of this Agreement:
Exhibit A – Consultant’s Scope of Services Offer, Rate Sheet and Project Schedule
Exhibit B – Consultant’s Insurance Requirements
What is called for by one exhibit shall be as binding as if called for by all. In the event of
an inconsistency or conflict in this Agreement and any of the provisions of the exhibits,
the inconsistency or conflict shall be resolved by giving precedence first to this
Agreement then to the exhibits in the order in which they are listed above.
B. This Agreement shall be governed by, construed, and enforced in accordance with, and
subject to, the laws of the State of Texas or federal law, where applicable, without regard
to the conflict of law principles of any jurisdiction. In the event there shall be any dispute
arising out of the terms and conditions of, or in connection with, this Agreement, the
party seeking relief shall submit such dispute to the District Courts of Denton County or
if federal diversity or subject matter jurisdiction exists, to the United States District Court
for the Eastern District of Texas-Sherman Division.
C. For the purpose of this Agreement, the key persons who will perform most of the work
hereunder shall be Mark Carpenter. However, nothing herein shall limit CONSULTANT
from using other equally qualified and competent members of its firm to perform the
services required herein.
D. CONSULTANT shall commence, carry on, and complete any and all projects with all
applicable dispatch, in a sound, economical, and efficient manner and in accordance with
the provisions hereof. In accomplishing the projects, CONSULTANT shall take such
steps as are appropriate to ensure that the work involved is properly coordinated with
related work being carried on by the OWNER.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 9 of 11
E. The OWNER shall assist the CONSULTANT by placing at the CONSULTANT’s
disposal all available information pertinent to the Project, including previous reports, any
other data relative to the Project, and arranging for the access thereto, and make all
provisions for the CONSULTANT to enter in or upon public and private property as
required for the CONSULTANT to perform services under this Agreement.
F. The captions of this Agreement are for informational purposes only, and shall not in any
way affect the substantive terms or conditions of this Agreement.
G. The parties agree to transact business electronically. Any statutory requirements that
certain terms be in writing will be satisfied using electronic documents and signing.
Electronic signing of this document will be deemed an original for all legal purposes.
ARTICLE XXII
INDEPENDENT CONTRACTOR
CONSULTANT shall provide services to OWNER as an independent contractor, not as
an employee of the OWNER. CONSULTANT shall not have or claim any right arising from
employee status.
ARTICLE XXIII
RIGHT TO AUDIT
The OWNER shall have the right to audit and make copies of the books, records and
computations pertaining to this agreement. The CONTRACTOR shall retain such books,
records, documents and other evidence pertaining to this agreement during the contract period
and five years thereafter, except if an audit is in progress or audit findings are yet unresolved, in
which case records shall be kept until all audit tasks are completed and resolved. These books,
records, documents and other evidence shall be available, within 10 business days of written
request. Further, the CONTRACTOR shall also require all Subcontractors, material suppliers,
and other payees to retain all books, records, documents and other evidence pertaining to this
agreement, and to allow the OWNER similar access to those documents. All books and records
will be made available within a 50 mile radius of the City of Denton. The cost of the audit will
be borne by the OWNER unless the audit reveals an overpayment of 1% or greater. If an
overpayment of 1% or greater occurs, the reasonable cost of the audit, including any travel costs,
must be borne by the CONTRACTOR which must be payable within five business days of
receipt of an invoice.
Failure to comply with the provisions of this section shall be a material breach of this contract
and shall constitute, in the OWNER’S sole discretion, grounds for termination thereof. Each of
the terms "books", "records", "documents" and "other evidence", as used above, shall be
construed to include drafts and electronic files, even if such drafts or electronic files are
subsequently used to generate or prepare a final printed document.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 10 of 11
ARTICLE XXIV
Prohibition On Contracts With Companies Boycotting Israel
Consultant acknowledges that in accordance with Chapter 2270 of the Texas Government Code,
City is prohibited from entering into a contract with a company for goods or services unless the
contract contains a written verification from the company that it: (1) does not boycott Israel; and
(2) will not boycott Israel during the term of the contract. The terms “boycott Israel” and
“company” shall have the meanings ascribed to those terms in Section 808.001 of the Texas
Government Code. By signing this agreement, Consultant certifies that Consultant’s signature
provides written verification to the City that Consultant: (1) does not boycott Israel; and (2)
will not boycott Israel during the term of the agreement. Failure to meet or maintain the
requirements under this provision will be considered a material breach.
ARTICLE XXV
Prohibition On Contracts With Companies Doing Business with Iran, Sudan, or a
Foreign Terrorist Organization
Section 2252 of the Texas Government Code restricts CITY from contracting with companies
that do business with Iran, Sudan, or a foreign terrorist organization. By signing this agreement,
Consultant certifies that Consultant’s signature provides written verification to the City that
Consultant, pursuant to Chapter 2252, is not ineligible to enter into this agreement and will
not become ineligible to receive payments under this agreement by doing business with Iran,
Sudan, or a foreign terrorist organization. Failure to meet or maintain the requirements under
this provision will be considered a material breach.
ARTICLE XXVI
CERTIFICATE OF INTERESTED PARTIES ELECTRONIC FILING
In 2015, the Texas Legislature adopted House Bill 1295, which added section 2252.908 of the
Government Code. The law states that the City may not enter into this contract unless the
Contractor submits a disclosure of interested parties (Form 1295) to the City at the time the
Contractor submits the signed contract. The Texas Ethics Commission has adopted rules
requiring the business entity to file Form 1295 electronically with the Commission.
Consultant will be required to furnish a Certificate of Interest Parties before the contract is
awarded, in accordance with Government Code 2252.908.
The contractor shall:
1. Log onto the State Ethics Commission Website at :
https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm
2. Register utilizing the tutorial provided by the State
3. Print a copy of the completed Form 1295
4. Enter the Certificate Number on page 2 of this contract.
5. Complete and sign the Form 1295
6. Email the form to purchasing@cityofdenton.com with the contract number in the subject
line. (EX: Contract 1234 – Form 1295)
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
City of Denton, Texas Contract 7608
Standard Agreement for Professional Services
Revised Date: 12/5/18
Page 11 of 11
The OWNER must acknowledge the receipt of the filed Form 1295 not later than the 30th day
after Council award. Once a Form 1295 is acknowledged, it will be posted to the Texas Ethics
Commission’s website within seven business days.
ARTICLE XXVII
PROHIBITION AGAINST PERSONAL INTEREST IN CONTRACTS
No officer, employee, independent consultant, or elected official of the City who is involved in
the development, evaluation, or decision-making process of the performance of any solicitation
shall have a financial interest, direct or indirect, in the Contract resulting from that solicitation as
defined in the City’s Ethic Ordinance 18-757 and in the City Charter chapter 2 article XI(Ethics).
Any willful violation of this section shall constitute impropriety in office, and any officer or
employee guilty thereof shall be subject to disciplinary action up to and including dismissal. Any
violation of this provision, with the knowledge, expressed or implied, of the Contractor shall
render the Contract voidable by the City. The Consultant shall complete and submit the City’s
Conflict of Interest Questionnaire.
IN WITNESS HEREOF, the City of Denton, Texas has caused this Agreement to be
executed by its duly authorized City Manager, and CONSULTANT has executed this Agreement
through its duly authorized undersigned officer on this date______________________.
CONSULTANT CITY OF DENTON, TEXAS
BY: _____________________________
BY:______________________________
AUTHORIZED SIGNATURE
Printed Name:_____________________
_________________________________
TITLE EMAIL ADDRESS
THIS AGREEMENT HAS BEEN
BOTH REVIEWED AND APPROVED
as to financial and operational obligations
and business terms.
_______________ ________________
SIGNATURE PRINTED NAME
__________________________________
TITLE
__________________________________
DEPARTMENT
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
Trey Traviesa
Chairman and CEO
Finance
Director of Finance
Cassandra Ogden
03/18/2021
PROPOSAL
JANUARY 15, 2021
RFP # 7608
Submitted by:
BRET SCHLYER
VICE PRESIDENT, FINANCIAL SOLUTIONS
4320 WEST KENNEDY BOULEVARD SUITE 200 TAMPA, FLORIDA 33609
316.214.3163 BSchlyer@mgtconsulting.com
J. MARK CARPENTER
DIRECTOR, FINANCIAL SOLUTIONS
8901 TEHAMA RIDGE PARKWAY, SUITE 127 #647
FORT WORTH, TEXAS 76177
214.770.7153
mcarpenter@mgtconsulting.com
COST ALLOCATION STUDY
CITY OF DENTON, TEXAS
Exhibit A
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
MGTCONSULTING.COM
CITY OF DENTON, TX
RFP # 7608 | COST ALLOCATION STUDY
January 15, 2021
Table of Contents
FIRM PROFILE ................................................................................................................. 1
MGT HISTORY AND ORGANIZATION STRUCTURE ............................................................ 1
WHAT MAKES MGT CONSULTING THE BEST CHOICE?..................................................... 4
PROJECT APPROACH AND SCHEDULE ............................................................................. 5
PROPOSED CAP WORK PLAN ........................................................................................... 9
DELIVERABLES – COST ALLOCATION PLAN .................................................................... 14
ESTIMATED SCHEDULE .................................................................................................. 15
EXPERIENCE AND QUALIFICATIONS .............................................................................. 16
MGT COST ALLOCATION EXPERIENCE ............................................................................ 16
REFERENCES .................................................................................................................. 22
KEY PERSONNEL AND EXPERTISE ................................................................................... 25
RESUMES ....................................................................................................................... 27
PRICE ............................................................................................................................ 37
COST PROPOSAL: COST ALLOCATION PLAN ................................................................... 37
SAMPLE INVOICE ........................................................................................................... 38
APPENDIX: REQUIRED FORMS ...................................................................................... 40
Proposal Exhibits
Exhibit 1. Sample Communications Report ........................................................................ 7
Exhibit 2. MGT’s Components to Client Satisfaction .......................................................... 8
Exhibit 3. MGT’s National Cost Allocation Experience ...................................................... 16
Exhibit 4. Project Team Organizational Chart ................................................................... 27
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 1
FIRM PROFILE
MGT History and Organization Structure
MGT of America Consulting, LLC (MGT) began operations
in 1974 as a public sector research firm and has
expanded its consulting capabilities and client offerings
over the years. We are a national consulting firm
specializing in assisting public sector clients to operate
more efficiently and effectively. MGT has worked with
Texas cities and counties for many years. We began
providing cost allocation services to Texas local
governments in 2008. A significant portion of MGT’s
work is repeat business, reflecting a high level of
customer satisfaction in our ability to provide
exceptional professional services.
MGT is organized as a privately held, employee-owned
and financially stable limited liability company with a
deep roster of experienced cost allocation experts,
support resources, and a commitment to serve the
public. MGT is owned by the current and retired
partners, principals, and consultants of the firm. The
advantage of this ownership structure to our clients is
that every member of the firm has a vested interest in
the successful completion of every project, for every
client. This ownership structure creates a mindset that
permeates through every MGT owner: we change the communities we serve – for good.
MGT has acquired a keen understanding of the structures, operations, and issues facing public agencies.
This understanding comes from over 46 years of extensive experience providing financial and
management consulting services to state and local governments, and the prior work experience of our
consultants. We are not the biggest, oldest, or highest profile consulting firm; just the best for
combining firm qualifications and consultants’ cost allocation expertise with the needs of cities,
counties, and state agencies. The proposed project manager has prepared cost allocation studies in
Texas since the 1980s.
Prior to working as consultants, many of our consultants worked in government agencies as managers
and staff. This inside knowledge and understanding of government gives our consultants an ability to hit
the ground running from the very start of a project. MGT consultants understand what it means to work
within constrained timelines, and the need to produce a product that concisely and clearly articulates
findings and results.
MGT of America Consulting, LLC is a
financially stable national consulting
firm with local offices and 220+
staff throughout the country.
Founded in Florida in 1974 as a
public-sector research firm, MGT
has always taken pride in providing
fiercely independent analysis and
thoughtful advice to all our clients.
MGT Consulting is a privately held,
employee-owned and quickly
growing limited liability company
with a deep roster of experienced
cost allocation experts and national
resources.
FIRM
PROFILE
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
FIRM PROFILE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 2
MGT Office Locations
MGT’s headquarters are in Tampa, Florida, with additional locations across the country. The project will
be managed and staffed from our Fort Worth/ Dallas area consulting team.
MGT employs over 220 professionals and is structured into several primary consulting divisions. The
MGT Financial Solutions Group, consisting of over 40 experienced costing consultants will be
responsible for completion of the project.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
FIRM PROFILE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 3
MGT's Financial Stability
As a long-standing contractor, MGT has the financial capacity to undertake and complete a project of
this scope. MGT has the necessary financial ability to perform the functions required by this RFP and to
provide those services represented in this response. MGT does not anticipate any organizational
changes that may impede our ability to complete any future projects. We have over 46 years of
experience in providing sound, practical, implementable solutions to state and local governments
around the country. In addition, MGT has not been involved in any litigation or court proceedings
whereby a court or any other administrative agency has ruled against MGT in any matter related to the
professional activities of our firm. MGT is fully bondable and a copy of financial statements are available
upon request.
The MGT Consulting Advantage
MGT offers an expert impartial perspective on organizational structure, processes, and
practices. As an independent entity, our only vested interest is that of our clients;
therefore, we apply our extensive experience to generating objective independent
solutions to meet our client needs.
MGT leverages best-of-breed data sources to inform policy development and service
delivery. Our team balances “gold standard” resources with our unique past performance
lessons learned. MGT is committed to offering useful recommendations that achieve real
results and is ever mindful of the practical and political realities the City may face.
MGT has an extensive track record of providing consulting services that are similar in
scope to this project. Our solutions help the organizations we work with to achieve their
goals and serve constituents more effectively and efficiently. We are committed to
providing customized consulting services, objective research, creative solutions, and
quality products that respond to each client's unique needs and time requirements.
MGT provides solutions which are specifically tailored to meet the needs of our clients.
The MGT team has an impressive track record of providing customized solutions, objective
research, creative recommendations, and quality products that respond to each client's
unique needs and time requirements.
MGT Contact Information
PROJECT LEADER
J. Mark Carpenter, Director, Financial Solutions
8901 Tehama Ridge Parkway, Suite 127 #647 | Fort Worth, Texas 76177
P: 214.770.7153 | Email: mcarpenter@mgtconsulting.com
MGT HEADQUARTERS
MGT of America Consulting, LLC
4320 West Kennedy Boulevard |Tampa, Florida 33609
P: 813.327.4717 | Fax: 850.385.4501 | www.mgtconsulting.com
FEIN: 81-0890071
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
FIRM PROFILE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 4
INDIVIDUALS
AUTHORIZED TO
COMMIT FIRM
J. Bradley Burgess, Executive Vice President
2251 Harvard St., Ste. 134 | Sacramento, CA 95815
P: 916.443.3411 | Email: bburgess@mgtconsulting.com
Dr. Fred Seamon, Executive Vice President
516 North Adams Street | Tallahassee, Florida 32301
P: 850.386.3191 | E-mail: fseamon@mgtconsulting.com
A. Trey Traviesa | CEO and Chairman of the Board
4320 West Kennedy Boulevard, Suite 200 | Tampa, Florida 33609
P: 850.386.3191 | E-mail: ttraviesa@mgtconsulting.com
What Makes MGT Consulting the Best Choice?
MGT Consulting is the best choice for this project for a variety of reasons, including:
Cost Allocation is Our Core Business. Preparing cost allocation plans and indirect cost rates is
our core business. There are engineering firms and small CPA companies who dabble in this area
and larger consulting firms that do cost allocation plans, but these firms are not committed to
these core services over the long run. MGT has nearly 40 full-time consultants who prepare cost
allocation plans and indirect cost rates all year, every year. This focus and commitment allows us
to provide better service and the best advice in these areas.
Finest Project Staff and Deepest Bench. MGT has handpicked the finest consultants in the cost
accounting field. Three of these consultants, including the project manager, are located in the
Metroplex. No other single factor is as important as the professional staff providing the analysis
and managing the project. Our staff understand what the plan is used for and its impacts.
Proximity. Our Dallas area project team will be close to Denton throughout this effort. We will
provide of on-site consulting and assistance, if deemed safe by public health officials.
Anticipation. We know what factors produce exceptional plans and what causes projects to stall
or eventually fail. MGT will provide the City of Denton with a plan for the best possible project.
You will know what the project milestones are and who is responsible for what tasks. And we
can show you how to avoid common timeline challenges that can derail this type of project.
Further information on MGT and its services are available at www.mgtconsulting.com.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 5
Project Approach and Schedule
Our approach, our dedicated resources, and our team of experts is customized to the City based on our
experience directly serving cities like Denton. Our approach is to treat each project as a unique
consulting engagement for a unique client. While every cost allocation consulting firm, including MGT,
applies standardized processes and methodologies into every cost allocation project, we will never
standardize a client. Every engagement includes an attempt to thoroughly understand our client’s
culture, political realities, operating and reporting structure, and financial challenges, as well as desired
project outcomes.
We have applied and will continue to apply the following six project goals and objectives to ensure the
work plan is accomplished and the project deliverables are successfully completed.
Leverage experience. The current and recent experience from serving numerous large, complex
cities means the City will receive much more than capability.
Accuracy. The project results must be accurate. No matter how well communicated,
understood, or timely the project results are, the project is meaningless and will create
significantly more work for City personnel if the project results are not accurate.
Timeliness. No matter how accurate the project results are, the project is less meaningful and
has again created significantly more work for City personnel if the project is not completed
within the required deadline.
Management decision-making. In addition to being accurate, timely, and providing a smooth
non-disruptive process for City personnel, the project results must also be useful and
meaningful to all project stakeholders. The project results must provide more than a few
accounting numbers for a journal entry or grant reimbursement.
Communication. For the project to be successful, City personnel must not only receive the
requested services but also receive regularly scheduled formal and frequent informal
communication from the project team. With our proactive communication plan, City personnel
will never have to wonder about the project status or timeline or if there will be issues that
could negatively impact the project or project results.
Continuous improvement. Just like the City changes and strives to improve delivery of services
each year, the cost allocation project must also improve each year. It is not enough to simply
update the cost allocation plan each year; the project must be continually reviewed for
improvement in structure, format, and data used to find opportunities to increase the accuracy
of the project results, as well as to optimize recovery as appropriate.
General Methodology
We utilize a cost allocation plan methodology that incorporates years of experience applying 2 CFR Part
200 (formerly Circular A-87) and Generally Accepted Accounting Principles (GAAP) into a systematic, yet
flexible, multi-step approach to raise the accuracy and acceptance of cost allocation plans and indirect
cost rate results. This methodology has been reviewed and accepted by state agencies, federal cognizant
agencies, internal auditors, and external auditors in multiple states, including Texas.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PROJECT APPROACH AND SCHEDULE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 6
Technical Methodology
The project team will adhere to GAAP principles to prepare the cost allocation plan. The cost allocation
plan will be prepared utilizing an Excel-based cost allocation model.
Cost allocation plans are essential tools for municipal fiscal management. Well-documented and
defensible plans are essential for our clients to recover indirect administrative costs in a variety of
internal and external contexts. MGT is a nationally recognized specialist in developing cost allocation
plans and assisting our clients with cost allocation plan implementation. Our effort will allow the City to
account for the actual cost of providing services and to calculate hourly staff rates that will recover all
allocated costs using a clear, equitable and defensible method that complies with regulations.
MGT’s cost allocation plans provide our clients with exceptional financial and managerial information.
Examples of useful and meaningful information that can be extracted from the plan reports include:
Compliant documentation for state or federal reimbursement
Defensible interfund transfers
Establishing user fees and hourly billing rates
Identification of administrative expense
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PROJECT APPROACH AND SCHEDULE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 7
Effective and Continuous Communication
Effective and continuous communication
between the MGT Project Director, the City
Project Officer, MGT team members, and
stakeholders is one of the most critical aspects
of project management. The MGT Project
Director will actively seek input and feedback
from the City Project Officer and key
stakeholders at each stage of this study. MGT’s
Project Director will regularly communicate
information about the study’s progress and
problems which may arise before becoming a
larger issue. A sample of the communications
report we use frequently is shown in Exhibit 1.
Project Management
Each proposed senior level consultant is an
expert in applying various project management
methods and techniques to cost allocation
projects. This expertise is rooted in completing
hundreds of cost allocation plans, many for
jurisdictions similar in size to Denton and many
requiring negotiations with state and federal
auditors. Additionally, all MGT consultants
attend regular peer group reviews and training
sessions to continuously refine project
management, client service and OMB A-87 skills.
Our approach is to jointly establish a framework
of firm timelines and milestones with each client based on that client’s unique circumstances and needs.
Aside from fixed deadlines and milestones, however, the framework is flexible to accommodate each
client and even each annual project for recurring clients.
MGT’s project management process and client satisfaction components are graphically represented
below in Exhibit 2. We have found that focusing on these six components of client satisfaction ensures
that the work is properly performed and that milestones are met on schedule and within budget. The
primary tool for delivering each of the components is communication. Our project teams are in regular
contact with the project executive, providing project status updates and explaining any variances from
the planned schedule. Additionally, MGT is committed to regular client contact through client meetings
and formal status updates at regular intervals.
Exhibit 1. Sample Communications Report
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PROJECT APPROACH AND SCHEDULE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 8
Ability to Accommodate and Respond to Changes
Most professional firms are staffed as a pyramid. A few senior
level consultants at the top of the organization with many junior
level consultants performing much of the project work staff
those firms. Conversely, MGT Financial Solutions is staffed as an
inverse pyramid. There are a few junior level consultants with
many senior level consultants performing most of the project
work. For this project, all the services will be performed by
senior-level consultants lead by Ms. Shirley Sewell.
This staffing model ensures the proposed project team is
knowledgeable and flexible enough to accommodate annual
change that is inevitable in governmental entities such as the City
of Denton. The proposed senior-level consultants will not be
reactive to the changing organizational structure of the City and
need to be told changes occurred, or even where to look for changes that occurred. Rather, the
proposed consulting team will be proactive in addressing changes and adapting the cost allocation plans
accordingly, without disruption to City personnel or on-going operations.
Additionally, because of the project team’s depth of experience with similar projects for similarly
government entities, each member of the proposed project team knows to prepare for the unexpected.
While every project is unique and includes issues and concerns specific to each individual client, in
general, many issues or concerns within a project are common to other projects. The proposed project
Exhibit 2. MGT’s Components to Client Satisfaction
The proposed MGT
consulting team will be
proactive in addressing
changes and adapting the
cost allocation plan
accordingly by working
closely with the City staff
to ensure the maximum
recovery of indirect costs.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PROJECT APPROACH AND SCHEDULE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 9
team members are each adept at troubleshooting and applying years of experience from this and similar
projects, to either head-off, or resolve the unexpected issues or concerns that will undoubtedly arise in
this project.
Assistance from City Staff
We will be flexible in the level of involvement of City personnel. City personnel can work very closely
with the project team and be actively involved in every step of the process or can be moderately
involved in the project and defer the day-to-day project details and data collection to the consultants.
Either approach, or an in-between hybrid approach, will lead to the same successful project results.
However, since MGT will provide the City with an Excel-based Cost Allocation model, we recommend
that City staff assist in the process as part of the training. Our training extends well beyond using a cost
allocation tool (the model). Our goal will be to impart the key areas of our many years of cost allocation
experience to City staff.
Every step in our methodology encourages and welcomes questions from City personnel, regardless of
the level of involvement of City personnel. Our methodology also allows for, and encourages, an
ongoing dialogue between City personnel and the project consultants to address concerns, issues, or
problems, while jointly creating associated solutions.
Given access and availability of City staff to provide organization, service, and financial information,
MGT is qualified and staffed to complete all activities and tasks of the project. We will only require
access to staff for brief interviews related to services provided and their duties. We will also need
assistance in the acquisition of organizational, financial, allocation base data, and other related
information. It is preferable to receive this information in Microsoft Excel format, but if it is not
available, we will accept PDF or text format.
Proposed CAP Work Plan
The following work plan has been refined over many years to provide a methodology that produces
MGT’s cost allocation plans with minimal disruption to our client’s workloads. Although Denton’s Scope
of Work is slightly different, our process addresses all the typical needs of a City Cost Allocation Plan.
This is a draft schedule which can easily be modified depending on the City’s direction.
TASK 1.0: CONDUCT AN INITIAL MEETING WITH DESIGNATED PERSONNEL
Meet with City personnel who have responsibility or a high interest in the cost allocation plan. This
meeting will refine the project scope, specific objectives, goals, uses, requirements, measurements, and
schedule of the project. This meeting will also help the project consultants understand the unique
aspects of the Denton including the organizational structure.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PROJECT APPROACH AND SCHEDULE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 10
TASK 2.0: CONDUCT INTRODUCTORY TRAINING SESSION WITH ALL RELEVANT
PERSONNEL
Conduct an initial and introductory training session with key city personnel and project stakeholders.
Project consultants will work with city personnel to establish the objectives, content, and list of
attendees for this meeting or presentation. This session is vital to successful project results including
approval by operating department officials. Agenda items for these meetings or presentations could
include:
Review the project scope, objectives, and schedule.
Review available financial and allocation data.
Summarize the purpose for calculating the cost allocation plans.
Review example summary reports produced by the project.
Discuss example applications produced by the project.
Review and confirm the federal and/or state requirements.
Address potential areas for additional direct or indirect cost recovery.
TASK 3.0: REVIEW THE CITY’S ORGANIZATIONAL STRUCTURE & EXISTING COST
ALLOCATION METHODOLOGY
Review the City’s organizational structure and the most recent existing full cost allocation plan. We will
use this step to prepare for department interviews.
TASK 4.0: REVIEW CITY’S EXISTING COST ALLOCATION METHODOLOGY, DATA
COLLECTION WORKSHEETS, ALLOCATION BASES, METHODS OF
DISTRIBUTION FOR APPROPRIATENESS
MGT consultants will review the City’s existing cost allocation methodology and associated data to
determine appropriateness and to identify alternatives which may favorably impact indirect cost
recoveries. The review will include an assessment of whether costs could be moved to direct allocations
to simplify the process, or to enhance cost recovery. The assessment will provide suggestions for
potential enhancements.
TASK 5.0: COLLECT BASIC FINANCIAL AND OPERATIONAL DATA
Collect and review data such as organization charts, expenditure statements, budgets, personnel counts,
salary reports, and transaction statistics. Project consultants will work with Denton personnel to develop
and gather the needed data in the most efficient way possible. The review of this data will provide the
structure for the cost allocation plans including the determination of allocating and receiving
departments.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PROJECT APPROACH AND SCHEDULE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 11
TASK 6.0: CONDUCT DEPARTMENT INTERVIEWS
Meet with and interview each central service department to determine the allowable expenditures,
services provided, charge backs or direct bills, personnel providing the services, the recipients of the
provided services, and appropriate transaction data.
TASK 7.0: EVALUATE EXISTING METHODOLOGIES AND DEVELOP
ENHANCEMENT RECOMMENDATIONS AND A CUSTOMIZED COST
MODEL
Based on the information gathered in Task 4 and the and data received from all prior steps, MGT will
evaluate the City’s existing methodology for each central service department and identify areas for
improvement. Improvements may include methodology changes, different ways of summarizing data
for allocation, or different calculation methods. A report will be created and presented to City staff
which summarizes all suggested enhancements. As part of this process, it is anticipated that questions
may arise as to the financial impact to the City’s General Fund and to the grantee departments, of any
such enhancements. As such, we will also be creating a custom cost allocation model for the City which
incorporates the various suggestions from our report. The workplan steps that follow are the
continuation of that model creation process in Excel.
TASK 8.0: DEVELOP COST PLAN STRUCTURE
Using the City organizational structure, budget and staffing information, MGT will determine the basic
structure of the cost allocation plan, identifying central service (or allocating) departments and
operating (or receiving) departments.
Central service functions will be determined based on timesheets, assignments, activities, or other
allowed methods. Once staff members and their corresponding salaries are distributed into functions,
other department costs such as materials and supplies will also be distributed into the same functions.
This task breaks a department into functional cost pools, which can then be allocated throughout the
organizational structure using meaningful, measurable, and auditable allocation bases.
TASK 9.0: DISTRIBUTE CENTRAL SERVICE DEPARTMENT COSTS INTO
FUNCTIONS
Distribute the allowable costs within each central service department into the functions determined in
Task 6.0. The distribution of allowable department costs and incoming costs will determine the total
cost of providing each distinct service within each central service department.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PROJECT APPROACH AND SCHEDULE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 12
TASK 10.0: DEVELOP ALLOCATION BASES FOR CENTRAL SERVICE DEPARTMENT
FUNCTIONS
Determine an appropriate allocation base for each function in each central service department. This
determination will serve as the basis for allocating the allowable costs in each function to the recipients
of the service. Project consultants will request corresponding transaction data from central service
department personnel.
Central service departments will allocate costs to all departments and funds. This allocation
methodology ensures the fairest and most accurate distribution of costs as opposed to a methodology
that singles out departments or funds for maximum allocation.
TASK 11.0: PROCESS DRAFT COST ALLOCATION PLANS
Process the draft cost allocation plans using the customized Excel-based cost model. The cost allocation
plans will include summary and detail reports. Summary reports in the cost allocation plans will provide
information on the dollar amounts allocated from each central service department to every receiving
department. The detailed reports in the cost allocation plans provide information on the expenditures,
allowable costs, incoming costs, personnel distribution, functions, and allocation bases for every central
service department.
TASK 12.0: QUALITY CONTROL & INTERNAL REVIEW OF DRAFT COST
ALLOCATION PLANS
The project manager and the project consultant will undertake an internal review process to raise the
accuracy of the cost allocation plans and ensure city personnel do not waste time reviewing substandard
or incomplete work.
TASK 13.0: PROVIDE DENTON WITH DRAFT COST ALLOCATION PLAN
Provide electronic copies of the draft results of the cost allocation plan. This step is an opportunity to
review preliminary results, address questions or concerns, and make changes, as necessary.
TASK 14.0: PROCESS FINAL COST ALLOCATION PLAN AND FINALIZE
CUSTOMIZED EXCEL-BASED MODEL
Process the final cost allocation plan after addressing any issues raised in Task 13. In addition, MGT staff
will finalize any necessary adjustments to the Excel-based cost allocation model that is designed for use
by City staff in subsequent years. The model will allow for:
The addition or removal of direct and overhead costs so that the cost allocation plan can be
developed from a simple plan to a progressively more inclusive plan;
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PROJECT APPROACH AND SCHEDULE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 13
The ability to phase in the results of the model to allow time for revenues and/or expenses to
adjust to the recommendations;
The ability to continuously update the model and overhead cost allocation plan from year-to-
year as the organizational structure changes and the costs change;
The addition of hypothetical service area information for future services enhancements, and the
ability to calculate the estimated costs of providing the service under consideration.
TASK 15.0: PROVIDE FINAL COST ALLOCATION PLAN ELECTRONICALLY & VIA
HARD COPY
Provide the City with one (1) printed original, five (5) printed bound copies, and one electronic copy
(Adobe PDF file) of the final cost plan following confirmation that the work is final by the City project
officer. Additionally, project consultants will provide electronic copies (Excel or Adobe PDF files) of
summary schedules, variance analyses, and management reports as requested. All MGT work papers are
also available upon request.
The cost allocation plan will contain:
A narrative that clearly defines the purpose, uses, and goals of the plan.
Descriptions of the methodology and procedures.
Descriptions of the central services and the allocation bases utilized to allocate costs.
Actual distribution of indirect costs to programs.
Summaries of all allocations and the resulting charges to all operating departments and funds.
TASK 16.0: PRESENT PROJECT RESULTS TO PROJECT STAKEHOLDERS AND
ELECTED OFFICIALS
Presentation of the final project results and present allocation model to City Management, Public
Utilities Board (PUB) and City Council. This presentation will include a high-level overview of the project
and the applications, implications, and anticipated benefits to city operations. Detailed information will
be presented as requested.
TASK 17.0: IMPLEMENTATION PLAN FOR THE COST ALLOCATION PLAN
Our project team will provide the City with a brief implementation plan for the cost allocation plan that
will clearly define the various applications for the cost allocation plan and ensure that City staff
understand the plan and how it was calculated.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PROJECT APPROACH AND SCHEDULE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 14
TASK 18.0: PREPARE A COST ALLOCATION PLAN PROJECT RECAP REPORT
Our team will prepare a cost allocation plan project recap report. This report will include comments and
input from the City to review regarding the just-completed cost allocation plan. This report will also
provide city personnel an opportunity to provide timely feedback on aspects of the cost allocation plan
project that went well and aspects of the project that need improvement.
TASK 19.0: CONDUCT A POST-PROJECT TRAINING SESSION WITH ALL
RELEVANT PERSONNEL
Conduct a post-project training session with key city personnel to educate staff on using the customized
Excel-based model. This training session will provide step-by-step guidance on how to use the cost
allocation model in future years, as well as information on reading, interpreting, and extracting data
from the recently completed cost allocation plan. This session will also reinforce current applications for
the cost allocation plans results, as well as provide additional applications for the cost allocation plan
results. The training will review the delivered manual/instruction document and cover basic cost
allocation concepts necessary to complete the model.
Deliverables – Cost Allocation Plan
COST ALLOCATION PLAN DELIVERABLES
On-site or virtual meetings, workshops, interviews, and presentations on approach, methodology and
recommendations related to the cost allocation plans.
A draft Full Cost allocation plan using a double step-down allocation methodology based on the City’s
actual expenditures and interviews with personnel and reviewed with the City staff.
A final Full Cost allocation plan using a double step-down methodology based on actual expenditures;
the final cost allocation plan will be produced as Excel and PDF files.
The Excel-based cost allocation model to allow updates in future years by City staff.
One original, five printed and bound copies and one (1) one electronic (Excel and/or PDF) copy.
Defend and respond to audit or other inquiries from federal/state and/or local authorities following
delivery of the final cost allocation plans for three years after the approval of each plan.
Ongoing training, guidance, and assistance to personnel.
Access to all records for the requested period.
Formal project status reports at intervals requested by City personnel (at least monthly).
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PROJECT APPROACH AND SCHEDULE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 15
A formal project recap report. This report will include comments and input from the City personnel to
review regarding the just completed project. This report will also provide personnel an opportunity to provide timely feedback on aspects of the project that went well and aspects of the project that need
improvement. This feedback will then be formulated into the following year’s work plan.
Estimated Schedule
These tasks will lead to the completion of the cost allocation plan in approximately three (3) months,
assuming key data is made available in a timely manner. This represents the estimated amount of time
to provide the proposed services.
Cost Allocation Plan Month On
1 2 3 Going
1. Initial Meeting
2. Introductory Training
3. Review and Preparation
4. Review City's Existing General
Administration Charges
5. Collect Core Data
6. Department Interviews
7. Evaluate Existing Methodologies
8. Develop Cost Plan Structure
9. Distribute Costs into Functions
10. Develop Allocation Bases
11. Process Draft Cost Plans
12. Quality Control & Internal Review
13. Provide Draft Cost Plan
14. Finalize Cost Plan and Excel-Based Model
15. Provide Final Copies
16. Present Results
17. Implementation Plan
18. Project Recap Memo
19. Conduct Post-Project Training
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 37
Price
Cost Proposal: Cost Allocation Plan
MGT proposes to perform the services included in this proposal for a fixed fee of $12,150. This budget
will provide the City with 84 consulting hours, which will provide the City with ample time and resources
to produce a cost allocation plan as described in the scope of services.
Additional services requested that fall outside the scope of this project shall be provided on a time-and-
materials basis using hourly rates, with all expenses billed at cost subject to pre-approval.
Method of Payment
MGT will provide monthly invoices to the client or will invoice according to the above milestone. It is
customary for MGT to invoice 10% of the contract price at the time of contract execution. This invoiced
Cost Allocation Plan Hours Total
1.Initial Meeting 4 610$
2.Introductory Training 2 305$
3.Review and Preparation 2 305$
4.Review City's Existing General Administration Charges 1 125$
5.Collect Core Data 4 500$
6.Department Interviews 18 2,360$
7.Evaluate Existing Methodologies 1 180$
8.Develop Cost Plan Structure 12 2,160$
9.Distribute Costs Into Functions 2 250$
10.Develop Allocation Bases 4 500$
11.Process Draft Cost Plans 8 1,000$
12.Quality Control & Internal Review 2 305$
13.Provide Draft Cost Plan 2 250$
14.Finalize Cost Plan and Excel-Based Model 6 1,080$
15.Provide Final Copies 2 250$
16.Present Results 2 305$
17.Implementation Plan 3 375$
18.Project Recap Memo 1 180$
19.Conduct Post-Project Training 8 1,110$
TOTAL 84 12,150$
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
PRICE
CITY OF DENTON, TX | JANUARY 15, 2021 RFP # 7608 | COST ALLOCATION STUDY PAGE 38
amount covers MGT efforts on strategy sessions, preliminary on-site meetings, project planning and
items not tied to fixed fee tasks outlined in the proposal. The amount due per month will then be based
on the remaining amount of the fixed fee amount divided by the anticipated number of months to
complete the project.
Project Assumptions
Our work program and proposed fee for this project were developed with several key assumptions
about the project. Changes to these assumptions may impact either or both our methodology and
proposed fee. We welcome the opportunity to meet with the City Project Officer to review these
assumptions, validate or adjust these assumptions based on more complete information, and adjust the
work plan and/or budget accordingly. Below, we present our assumptions:
The City will designate a City Project Officer for this project. This person will function as the
primary point of contact for the project, and coordinate and facilitate the flow of information
and communication between the county departments and MGT.
The City Project Officer will ensure that comments on draft documents are consolidated into a
single document and any conflicting comments are reconciled before delivering the comments
to MGT.
Two draft reports have been included in this proposal. Additional reports can be added for an
additional fee.
MGT will have access to and cooperation and participation by staff and management. MGT
expects to have reasonable, timely access to City personnel and data. If the City stops the
project for any reason, MGT will be due all fees for services performed to date.
Meeting facilities will be arranged for and used at the expense of the City. The City will provide
all requested documents at its own expense.
All costs and other data provided by the City will be considered accurate and valid. MGT will not
be responsible for the audit and/or verification of any cost or other data provided by the City.
Should travel restrictions be in place due to COVID-19, MGT will conduct project initiation and
training via Microsoft Teams, Zoom, or another agreed upon video conferencing platform.
Travel expenses only will be charged in the event travel occurs.
Sample Invoice
A sample invoice is provided on the following page, as requested in the solicitation. We use Mavenlink
as our invoicing software, which is flexible to provide whatever detail is required.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
MGT CONSULTING HOURLY RATES
Analyst: $145/hr
Consultant: $125.00
Sr. Consultant: $145.00
Manager: $180.00
Sr. Manager: $195.00
Director/VP: $235.00
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
Exhibit B
CITY OF DENTON
INSURANCE REQUIREMENTS FOR CONTRACTORS
Bidder's attention is directed to the insurance requirements below. It is highly recommended
that bidders confer with their respective insurance carriers or brokers to determine in advance
of Bid submission the availability of insurance certificates and endorsements as prescribed and
provided herein. If an apparent low bidder fails to comply strictly with the insurance
requirements, that bidder may be disqualified from award of the contract. Upon bid award, all
insurance requirements shall become contractual obligations, which the successful bidder shall
have a duty to maintain throughout the course of this contract.
STANDARD PROVISIONS:
Without limiting any of the other obligations or liabilities of the Contractor, the Contractor shall
provide and maintain until the contracted work has been completed and accepted by the City of
Denton, Owner, the minimum insurance coverage as indicated hereinafter.
As soon as practicable after notification of bid award, Contractor shall file with the Purchasing
Department satisfactory certificates of insurance, containing the bid number and title of the
project. Contractor may, upon written request to the Purchasing Department, ask for clarification
of any insurance requirements at any time; however, Contractors are strongly advised to make
such requests prior to bid opening, since the insurance requirements may not be modified or
waived after bid opening unless a written exception has been submitted with the bid. Contractor
shall not commence any work or deliver any material until he or she receives notification that
the contract has been accepted, approved, and signed by the City of Denton.
All insurance policies proposed or obtained in satisfaction of these requirements shall comply with
the following general specifications, and shall be maintained in compliance with these general
specifications throughout the duration of the Contract, or longer, if so noted:
Each policy shall be issued by a company authorized to do business in the State of Texas
with an A.M. Best Company rating of at least A- VII or better.
Any deductibles or self-insured retentions shall be declared in the bid proposal. If
requested by the City, the insurer shall reduce or eliminate such deductibles or
self-insured retentions with respect to the City, its officials, agents, employees and
volunteers; or, the contractor shall procure a bond guaranteeing payment of losses and
related investigations, claim administration and defense expenses.
Liability policies shall be endorsed to provide the following:
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
Name as additional insured the City of Denton, its Officials, Agents,
Employees and volunteers.
That such insurance is primary to any other insurance available to the additional
insured with respect to claims covered under the policy and that this insurance
applies separately to each insured against whom claim is made or suit is brought.
The inclusion of more than one insured shall not operate to increase the insurer's
limit of liability.
Provide a Waiver of Subrogation in favor of the City of Denton, its officials,
agents, employees, and volunteers.
Cancellation: City requires 30 day written notice should any of the policies
described on the certificate be cancelled before the expiration date.
Should any of the required insurance be provided under a claims-made form,
Contractor shall maintain such coverage continuously throughout the term of
this contract and, without lapse, for a period of three years beyond the contract
expiration, such that occurrences arising during the contract term which give rise
to claims made after expiration of the contract shall be covered.
Should any of the required insurance be provided under a form of coverage that
includes a general annual aggregate limit providing for claims investigation or
legal defense costs to be included in the general annual aggregate limit, the
Contractor shall either double the occurrence limits or obtain Owners and
Contractors Protective Liability Insurance.
Should any required insurance lapse during the contract term, requests for
payments originating after such lapse shall not be processed until the City
receives satisfactory evidence of reinstated coverage as required by this contract,
effective as of the lapse date. If insurance is not reinstated, City may, at its sole
option, terminate this agreement effective on the date of the lapse.
SPECIFIC ADDITIONAL INSURANCE REQUIREMENTS:
All insurance policies proposed or obtained in satisfaction of this Contract shall additionally
comply with the following marked specifications, and shall be maintained in compliance with these
additional specifications throughout the duration of the Contract, or longer, if so noted:
[X ] A. General Liability Insurance:
General Liability insurance with combined single limits of not less than $1,000,000.00
shall be provided and maintained by the Contractor. The policy shall be written on an
occurrence basis either in a single policy or in a combination of underlying and
umbrella or excess policies.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
If the Commercial General Liability form (ISO Form CG 0001 current edition) is used:
Coverage A shall include premises, operations, products, and completed
operations, independent contractors, contractual liability covering this
contract and broad form property damage coverage.
Coverage B shall include personal injury.
Coverage C, medical payments, is not required.
If the Comprehensive General Liability form (ISO Form GL 0002 Current Edition and
ISO Form GL 0404) is used, it shall include at least:
Bodily injury and Property Damage Liability for premises, operations,
products and completed operations, independent contractors and property
damage resulting from explosion, collapse or underground (XCU)
exposures.
Broad form contractual liability (preferably by endorsement) covering this
contract, personal injury liability and broad form property damage liability.
[X] Automobile Liability Insurance:
Contractor shall provide Commercial Automobile Liability insurance with Combined
Single Limits (CSL) of not less than $500,000.00 either in a single policy or in a
combination of basic and umbrella or excess policies. The policy will include bodily injury
and property damage liability arising out of the operation, maintenance and use of all
automobiles and mobile equipment used in conjunction with this contract.
Satisfaction of the above requirement shall be in the form of a policy endorsement for:
any auto, or
all owned, hired and non-owned autos.
[X] Workers’ Compensation Insurance
Contractor shall purchase and maintain Worker's Compensation insurance which, in
addition to meeting the minimum statutory requirements for issuance of such insurance,
has Employer's Liability limits of at least $100,000 for each accident, $100,000 per each
employee, and a $500,000 policy limit for occupational disease. The City need not be
named as an "Additional Insured" but the insurer shall agree to waive all rights of
subrogation against the City, its officials, agents, employees and volunteers for any work
performed for the City by the Named Insured. For building or construction projects, the
Contractor shall comply with the provisions of Attachment 1 in accordance with §406.096
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
of the Texas Labor Code and rule 28TAC 110.110 of the Texas Worker's Compensation
Commission (TWCC).
[ ] Owner's and Contractor's Protective Liability Insurance
The Contractor shall obtain, pay for and maintain at all times during the prosecution of the
work under this contract, an Owner's and Contractor's Protective Liability insurance policy
naming the City as insured for property damage and bodily injury which may arise in the
prosecution of the work or Contractor's operations under this contract. Coverage shall be
on an "occurrence" basis, and the policy shall be issued by the same insurance company
that carries the Contractor's liability insurance. Policy limits will be at least combined
bodily injury and property damage per occurrence with a aggregate.
[X] Professional Liability Insurance
Professional liability insurance with limits not less than $1,000,000 per claim with respect
to negligent acts, errors or omissions in connection with professional services is required
under this Agreement.
[ ] Builders' Risk Insurance
Builders' Risk Insurance, on an All-Risk form for 100% of the completed value shall be
provided. Such policy shall include as "Named Insured" the City of Denton and all
subcontractors as their interests may appear.
[ ] Commercial Crime
Provides coverage for the theft or disappearance of cash or checks, robbery inside/outside
the premises, burglary of the premises, and employee fidelity. The employee fidelity
portion of this coverage should be written on a “blanket” basis to cover all employees,
including new hires. This type insurance should be required if the contractor has access to
City funds. Limits of not less than each occurrence are required.
[ ] Additional Insurance
Other insurance may be required on an individual basis for extra hazardous contracts and
specific service agreements. If such additional insurance is required for a specific contract,
that requirement will be described in the "Specific Conditions" of the contract
specifications.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
ATTACHMENT 1
[ ] Workers’ Compensation Coverage for Building or Construction Projects for
Governmental Entities
A. Definitions:
Certificate of coverage ("certificate")-A copy of a certificate of insurance, a certificate
of authority to self-insure issued by the commission, or a coverage agreement (TWCC-
81, TWCC-82, TWCC-83, or TWCC-84), showing statutory workers' compensation
insurance coverage for the person's or entity's employees providing services on a
project, for the duration of the project.
Duration of the project - includes the time from the beginning of the work on the
project until the contractor's/person's work on the project has been completed and
accepted by the governmental entity.
Persons providing services on the project ("subcontractor" in §406.096) - includes all
persons or entities performing all or part of the services the contractor has undertaken
to perform on the project, regardless of whether that person contracted directly with
the contractor and regardless of whether that person has employees. This includes,
without limitation, independent contractors, subcontractors, leasing companies, motor
carriers, owner-operators, employees of any such entity, or employees of any entity
which furnishes persons to provide services on the project. "Services" include, without
limitation, providing, hauling, or delivering equipment or materials, or providing
labor, transportation, or other service related to a project. "Services" does not include
activities unrelated to the project, such as food/beverage vendors, office supply
deliveries, and delivery of portable toilets.
B. The contractor shall provide coverage, based on proper reporting of classification codes
and payroll amounts and filing of any overage agreements, which meets the statutory
requirements of Texas Labor Code, Section 401.011(44) for all employees of the
Contractor providing services on the project, for the duration of the project.
C. The Contractor must provide a certificate of coverage to the governmental entity prior
to being awarded the contract.
D. If the coverage period shown on the contractor's current certificate of coverage ends
during the duration of the project, the contractor must, prior to the end of the coverage
period, file a new certificate of coverage with the governmental entity showing that
coverage has been extended.
E. The contractor shall obtain from each person providing services on a project, and
provide to the governmental entity:
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
1) a certificate of coverage, prior to that person beginning work on the project, so the
governmental entity will have on file certificates of coverage showing coverage for
all persons providing services on the project; and
2) no later than seven days after receipt by the contractor, a new certificate of coverage
showing extension of coverage, if the coverage period shown on the current
certificate of coverage ends during the duration of the project.
F. The contractor shall retain all required certificates of coverage for the duration of the
project and for one year thereafter.
G. The contractor shall notify the governmental entity in writing by certified mail or
personal delivery, within 10 days after the contractor knew or should have known, of
any change that materially affects the provision of coverage of any person providing
services on the project.
H. The contractor shall post on each project site a notice, in the text, form and manner
prescribed by the Texas Workers' Compensation Commission, informing all persons
providing services on the project that they are required to be covered, and stating how
a person may verify coverage and report lack of coverage.
I. The contractor shall contractually require each person with whom it contracts to
provide services on a project, to:
1) provide coverage, based on proper reporting of classification codes and payroll
amounts and filing of any coverage agreements, which meets the statutory
requirements of Texas Labor Code, Section 401.011(44) for all of its employees
providing services on the project, for the duration of the project;
2) provide to the contractor, prior to that person beginning work on the project, a
certificate of coverage showing that coverage is being provided for all employees
of the person providing services on the project, for the duration of the project;
3) provide the contractor, prior to the end of the coverage period, a new certificate of
coverage showing extension of coverage, if the coverage period shown on the
current certificate of coverage ends during the duration of the project;
4) obtain from each other person with whom it contracts, and provide to the contractor:
a) certificate of coverage, prior to the other person beginning work on the
project; and
b) a new certificate of coverage showing extension of coverage, prior to the end
of the coverage period, if the coverage period shown on the current certificate
of coverage ends during the duration of the project;
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
5) retain all required certificates of coverage on file for the duration of the project and
for one year thereafter;
6) notify the governmental entity in writing by certified mail or personal delivery,
within 10 days after the person knew or should have known, of any change that
materially affects the provision of coverage of any person providing services on the
project; and
7) Contractually require each person with whom it contracts, to perform as required
by paragraphs (1) - (7), with the certificates of coverage to be provided to the person
for whom they are providing services.
J. By signing this contract or providing or causing to be provided a certificate of coverage,
the contractor is representing to the governmental entity that all employees of the
contractor who will provide services on the project will be covered by workers'
compensation coverage for the duration of the project, that the coverage will be based
on proper reporting of classification codes and payroll amounts, and that all coverage
agreements will be filed with the appropriate insurance carrier or, in the case of a self-
insured, with the commission's Division of Self-Insurance Regulation. Providing false
or misleading information may subject the contractor to administrative penalties,
criminal penalties, civil penalties, or other civil actions.
K. The contractor’s failure to comply with any of these provisions is a breach of contract
by the contractor which entitles the governmental entity to declare the contract void if
the contractor does not remedy the breach within ten days after receipt of notice of
breach from the governmental entity.
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
CONFLICT OF INTEREST QUESTIONNAIRE - FORM CIQ
For vendor or other person doing business with local governmental entity
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session.
This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who has a business relationship as
defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a).
By law this questionnaire must be filed with the records administrator of the local government entity not later than the 7th business day after the
date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a
misdemeanor.
1 Name of vendor who has a business relationship with local governmental entity.
2
Check this box if you are filing an update to a previously filed questionnaire.
(The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day
after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.)
3 Name of local government officer about whom the information in this section is being disclosed.
Name of Officer
This section, (item 3 including subparts A, B, C & D), must be completed for each officer with whom the vendor has an employment or other business relationship
as defined by Section 176.001(1-a), Local Government Code. Attach additional pages to this Form CIQ as necessary.
A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the vendor?
Yes No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer
named in this section AND the taxable income is not received from the local governmental entity?
Yes No
C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an
officer or director, or holds an ownership of one percent or more?
Yes No
D. Describe each employment or business and family relationship with the local government officer named in this section.
4
I have no Conflict of Interest to disclose.
5
Signature of vendor doing business with the governmental entity Date
DocuSign Envelope ID: 89026C9B-1409-4149-AD32-D4AD70405E1C
MGT of America Consulting, LLC
3/18/2021
X
X
X
X
Certificate Of Completion
Envelope Id: 89026C9B14094149AD32D4AD70405E1C Status: Completed
Subject: Please DocuSign: 7608 Cost Allocation Contract
Source Envelope:
Document Pages: 41 Signatures: 4 Envelope Originator:
Certificate Pages: 5 Initials: 0 Erica Garcia
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-06:00) Central Time (US & Canada)
901B Texas Street
Denton, TX 76209
erica.garcia@cityofdenton.com
IP Address: 198.49.140.10
Record Tracking
Status: Original
3/9/2021 4:49:36 PM
Holder: Erica Garcia
erica.garcia@cityofdenton.com
Location: DocuSign
Signer Events Signature Timestamp
Erica Garcia
erica.garcia@cityofdenton.com
Buyer
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.10
Sent: 3/10/2021 12:51:07 PM
Viewed: 3/10/2021 12:51:19 PM
Signed: 3/10/2021 12:53:24 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Trey Traviesa
ttraviesa@mgtconsulting.com
Managing Member
MGT of America, LLC
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 72.186.247.17
Sent: 3/10/2021 12:53:27 PM
Resent: 3/10/2021 2:35:10 PM
Resent: 3/18/2021 2:19:00 PM
Viewed: 3/10/2021 3:03:36 PM
Signed: 3/18/2021 3:52:37 PM
Electronic Record and Signature Disclosure:
Accepted: 3/10/2021 1:50:49 PM
ID: bf247b7f-06c2-4de8-bccf-86b1cdab7fb1
Cassandra Ogden
Cassandra.Ogden@cityofdenton.com
Director of Finance
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.10
Sent: 3/18/2021 3:52:40 PM
Viewed: 3/18/2021 3:53:14 PM
Signed: 3/18/2021 3:54:36 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 198.49.140.104
Sent: 3/18/2021 3:54:39 PM
Viewed: 3/19/2021 8:37:45 AM
Signed: 3/19/2021 8:37:57 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 3/19/2021 8:37:59 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Erin Winn
Erin.Winn@cityofdenton.com
Security Level: Email, Account Authentication
(None)
Sent: 3/19/2021 8:37:59 AM
Electronic Record and Signature Disclosure:
Accepted: 3/16/2021 4:21:47 PM
ID: 095a6d4f-7a44-40b9-beab-830033325ada
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 3/10/2021 12:51:07 PM
Certified Delivered Security Checked 3/19/2021 8:37:45 AM
Signing Complete Security Checked 3/19/2021 8:37:57 AM
Completed Security Checked 3/19/2021 8:37:59 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of Denton (we, us or Company) may be required by law to provide to
you certain written notices or disclosures. Described below are the terms and conditions for
providing to you such notices and disclosures electronically through your DocuSign, Inc.
(DocuSign) Express user account. Please read the information below carefully and thoroughly,
and if you can access this information electronically to your satisfaction and agree to these terms
and conditions, please confirm your agreement by clicking the 'I agree' button at the bottom of
this document.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available
electronically to you by us. For such copies, as long as you are an authorized user of the
DocuSign system you will have the ability to download and print any documents we send to you
through your DocuSign user account for a limited period of time (usually 30 days) after such
documents are first sent to you. After such time, if you wish for us to send you paper copies of
any such documents from our office to you, you will be charged a $0.00 per-page fee. You may
request delivery of such paper copies from us by following the procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time
change your mind and tell us that thereafter you want to receive required notices and disclosures
only in paper format. How you must inform us of your decision to receive future notices and
disclosure in paper format and withdraw your consent to receive notices and disclosures
electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
you because we will need first to send the required notices or disclosures to you in paper format,
and then wait until we receive back from you your acknowledgment of your receipt of such
paper notices or disclosures. To indicate to us that you are changing your mind, you must
withdraw your consent using the DocuSign 'Withdraw Consent' form on the signing page of your
DocuSign account. This will indicate to us that you have withdrawn your consent to receive
required notices and disclosures electronically from us and you will no longer be able to use your
DocuSign Express user account to receive required notices and consents electronically from us
or to sign electronically documents from us.
All notices and disclosures will be sent to you electronically
Unless you tell us otherwise in accordance with the procedures described herein, we will provide
electronically to you through your DocuSign user account all required notices, disclosures,
authorizations, acknowledgements, and other documents that are required to be provided or
made available to you during the course of our relationship with you. To reduce the chance of
you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required
notices and disclosures to you by the same method and to the same address that you have given
us. Thus, you can receive all the disclosures and notices electronically or in paper format through
the paper mail delivery system. If you do not agree with this process, please let us know as
described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures
electronically from us.
Electronic Record and Signature Disclosure created on: 7/21/2017 3:59:03 PM
Parties agreed to: Trey Traviesa, Erin Winn
How to contact City of Denton:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to: purchasing@cityofdenton.com
To advise City of Denton of your new e-mail address
To let us know of a change in your e-mail address where we should send notices and disclosures
electronically to you, you must send an email message to us at melissa.kraft@cityofdenton.com
and in the body of such request you must state: your previous e-mail address, your new e-mail
address. We do not require any other information from you to change your email address..
In addition, you must notify DocuSign, Inc to arrange for your new email address to be reflected
in your DocuSign account by following the process for changing e-mail in DocuSign.
To request paper copies from City of Denton
To request delivery from us of paper copies of the notices and disclosures previously provided
by us to you electronically, you must send us an e-mail to purchasing@cityofdenton.com and in
the body of such request you must state your e-mail address, full name, US Postal address, and
telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with City of Denton
To inform us that you no longer want to receive future notices and disclosures in electronic
format you may:
i. decline to sign a document from within your DocuSign account, and on the subsequent
page, select the check-box indicating you wish to withdraw your consent, or you may;
ii. send us an e-mail to purchasing@cityofdenton.com and in the body of such request you
must state your e-mail, full name, IS Postal Address, telephone number, and account
number. We do not need any other information from you to withdraw consent.. The
consequences of your withdrawing consent for online documents will be that transactions
may take a longer time to process..
Required hardware and software
Operating Systems: Windows2000? or WindowsXP?
Browsers (for SENDERS): Internet Explorer 6.0? or above
Browsers (for SIGNERS): Internet Explorer 6.0?, Mozilla FireFox 1.0,
NetScape 7.2 (or above)
Email: Access to a valid email account
Screen Resolution: 800 x 600 minimum
Enabled Security Settings:
•Allow per session cookies
•Users accessing the internet behind a Proxy
Server must enable HTTP 1.1 settings via
proxy connection
** These minimum requirements are subject to change. If these requirements change, we will
provide you with an email message at the email address we have on file for you at that time
providing you with the revised hardware and software requirements, at which time you will
have the right to withdraw your consent.
Acknowledging your access and consent to receive materials electronically
To confirm to us that you can access this information electronically, which will be similar to
other electronic notices and disclosures that we will provide to you, please verify that you
were able to read this electronic disclosure and that you also were able to print on paper or
electronically save this page for your future reference and access or that you were able to
e-mail this disclosure and consent to an address where you will be able to print on paper or
save it for your future reference and access. Further, if you consent to receiving notices and
disclosures exclusively in electronic format on the terms and conditions described above,
please let us know by clicking the 'I agree' button below.
By checking the 'I Agree' box, I confirm that:
• I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF
ELECTRONIC RECORD AND SIGNATURE DISCLOSURES document; and
• I can print on paper the disclosure or save or send the disclosure to a place where I can
print it, for future reference and access; and
• Until or unless I notify City of Denton as described above, I consent to receive from
exclusively through electronic means all notices, disclosures, authorizations,
acknowledgements, and other documents that are required to be provided or made
available to me by City of Denton during the course of my relationship with you.