21-2010ORDINANCE NO. 21-2010
AN ORDINANCE OF THE CITY OF DENTON, A TEXAS HOME -RULE MUNICIPAL
CORPORATION, AUTHORIZING THE CITY MANAGER TO EXECUTE A CONTRACT
WITH BERRY, DUNN, MCNEIL & PARKER, LLC DBA BERRYDUNN, THROUGH THE
INTERLOCAL PURCHASING SYSTEM (TIPS) COOPERATIVE PROGRAM, CONTRACT
4 200105, FOR THE CITYWIDE INFORMATION TECHNOLOGY STRATEGIC PLAN FOR
THE TECHNOLOGY SERVICES DEPARTMENT; PROVIDING FOR THE EXPENDITURE
OF FUNDS THEREFOR; AND PROVIDING AN EFFECTIVE DATE (FILE 7791 —
AWARDED TO BERRY, DUNN, MCNEIL & PARKER, LLC DBA BERRYDUNN, IN THE
TWO (2) YEAR NOT -TO -EXCEED AMOUNT OF $82,324.00).
WHEREAS, pursuant to Ordinance 2011-082, The Interlocal Purchasing System
Program has solicited, received, and tabulated competitive bids for the purchase of necessary
materials, equipment, supplies, or services in accordance with the procedures of state law on
behalf of the City of Denton; and
WHEREAS, the City Manager, or a designated employee, has reviewed and
recommended that the herein described materials, equipment, supplies, or services can be
purchased by the City through The Interlocal Purchasing System Program at less cost than the
City would expend if bidding these items individually; and
WHEREAS, the City Council has provided in the City Budget for the appropriation of
funds to be used for the purchase of the materials, equipment, supplies, or services approved and
accepted herein; NOW, THEREFORE,
THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS:
SECTION 1. The items shown in the "File Number" referenced herein and on file in
office of the Purchasing Agent, are hereby accepted and approved as being the lowest
responsible bids for such items:
FILE
NUMBER VENDOR AMOUNT
7791 Berry, Dunn, McNeil & Parker, LLC $82,324.00
dba BerryDunn
SECTION 2. By the acceptance and approval of the items set forth in the referenced file
number, the City accepts the offer of the persons submitting the bids to The Interlocal Purchasing
System Program for such items and agrees to purchase the materials, equipment, supplies, or
services in accordance with the terms, conditions, specifications, standards, quantities, and for
the specified sums contained in the bid documents and related documents filed with The
Interlocal Purchasing System Program and the purchase orders issued by the City.
SECTION 3. Should the City and persons submitting approved and accepted items set
forth in the referenced file number wish to enter into a formai written agreement as a result of the
City's ratification of bids awarded by The Interlocal Purchasing System Program, the City
Manager, or their designated representative, is hereby authorized to execute the written contract
which shall be attached hereto; provided that the written contract is in accordance with the terms,
conditions, specifications, and standards contained in the Proposal submitted to The Interlocal
Purchasing System Program, and related documents herein approved and accepted.
SECTION 4. The City Council of the City of Denton, hereby expressly delegates the
authority to take any actions that may be required or permitted to be performed by the City of
Denton under this ordinance to the City Manager of the City of Denton, or their designee.
SECTION 5. By the acceptance and approval of the items set forth in the referenced file
number, the City Council hereby authorizes the expenditure of funds therefor in the amount and
in accordance with the approved purchase orders or pursuant to a written contract made pursuant
thereto as authorized herein.
SECTION 6. This ordinance shall become effective immediately upon its passage and
approval.
The motion to approve this ordinance was made by 1Jo'V i S and
seconded by e 19—L 4-- This ordinance was passed and approved by
the following vote -Pj:
Mayor Gerard Hudspeth:
Vicki Byrd, District 1:
Brian Beck, District 2:
Jesse Davis, District 3:
Alison Maguire, District 4:
Deb Armintor, At Large Place 5:
Paul Meltzer, At Large Place 6:
Aye Nay
Abstain Absent
JJAr
PASSED AND APPROVED this the day of b .EC , 2021.
ATTEST:
ROSA RIOS, CITY SECRETARY
GERARD HUDSPETH, MAYOR
APPROVED AS TO LEGAL FORM:
CATHERINE CLIFTON, INTERIM CITY ATTORNEY
Digitally signed by Marcella
Lunn
DU cn—Marcella Lunn, o,
/k' (1 ou=City of Denton,
BY: ab email�marcelia.lunn@cityofdent
Date: 2021.09.1013:35:39 -05'00'
DocuSign Envelope ID: 6DA440AO-B68D-425E-B489-C5AEAOBFF698
-.410CITY
OF
DENTON
Docusign City Council Transmittal Coversheet
PSA
7791
File Name
information Technology (IT) Strategic Plan
Purchasing Contact
Cori Power
City Council Target Date
SEPTEMBER 28, 2021
Piggy Back Option
Not Applicable
Contract Expiration
SEPTEMBER 28, 2023
Ordinance
21-2010
AS
D
DocuSign Envelope ID: 6DA44DAO-B68D-425E-B489-C5AEAOBFF698
PROFESSIONAL SERVICES AGREEMENT
FOR CONSULTING SERVICES
FILE 7791
STATE OF TEXAS
COUNTY OF DENTON
THIS AGREEMENT (the "Agreement") is made and entered into on
09/28/2021 , 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 Berry, Dunn McNeil & Parker LLC dba
Berry Dunn , with its corporate office at 2211 Congress Street, Portland ME 04102 ,
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, CiWyide Information Technology IT
Strategic Plan, as described in Exhibit B, which is on file at the purchasing office and
incorporated herein (the "Project").
ARTICLE 11
SCOPE OF BASIC SERVICES
The CONSULTANT shall perform the following services in a professional manner:
A. The CONSULTANT shall perform all those services as necessary and as described in
The Interlocal Purchasing System TIPS Cooperative Pro am Contract #200105 —
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11118
Page 1 of 22
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Technology Solutions. Products and Services, which is on file at the purchasing office
and made a part hereof as Exhibit A as if written word for word herein.
B. To perform all those services set forth in CONSULTANT's proposal, which proposal is
attached hereto and made a part hereof as Exhibit B as if written word for word herein.
C. CONSULTANT shall perform all those services set forth in individual task orders, as
described in Exhibit B, which shall be attached to this Agreement and made a part
hereof.
D. 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 B.
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 B.
F. Preparing statements for invoicing or other documentation for billing other than for the
standard invoice for services attached to this professional services agreement.
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9!11118
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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 B. The contract shall remain effective for two (2) years,
effective from date of award or notice to proceed as determined by the City of Denton
Purchasing Department.
The contract shall commence upon the issuance of a Notice of Award by the City of Denton and
shall automatically renew each year, from the date of award by City Council. At the sole option
of the City of Denton, the contract may be further extended as needed, not to exceed a total of six
(6) months.
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 B 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 $82,324.
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
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111/18
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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.
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 B. 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
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111118
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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
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 AGREES, TO THE FULLEST EXTENT PERMITTED BY
LAW, TO INDEMNIFY THE CLIENT AGAINST DAMAGES, LIABILITIES, AND
COSTS ARISING FROM THE NEGLIGENT ACTS OF THE CONTRACTOR IN THE
PERFORMANCE OF PROFESSIONAL SERVICES UNDER THIS AGREEMENT, TO
THE EXTENT THAT THE CONTRACTOR IS RESPONSIBLE FOR SUCH DAMAGES,
LIABILITIES AND COSTS ON A COMPARATIVE BASIS OF FAULT AND
RESPONSIBILITY BETWEEN THE CONTRACTOR AND THE CLIENT. THE
CONTRACTOR SHALL NOT BE OBLIGATED TO INDEMNIFY THE CLIENT FOR
THE CLIENT'S OWN NEGLIGENCE.
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 parry 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 C 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.
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11118
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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
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
responsibility and liability of the CONSULTANT,
subcontractors, and subconsultants for the accuracy and
work; nor shall such approval be deemed to be an assu
OWNER for any defect in the design or other work
employees, subcontractors, agents, and consultants.
ARTICLE XIII
NOTICES
nor be deemed a release of the
its employees, associates, agents,
competency of their designs or other
mption of such responsibility by the
prepared by the CONSULTANT, its
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 seven (7) days' mailing:
To CONSULTANT:
Berry, Dunn, McNeil & Parker, LLC,
dba BerryDunn
Chad Snow
2211 Congress Street
Portland, ME 04102
To OWNER:
City of Denton
Purchasing Manager —File 7719
901B Texas Street
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.
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9141118
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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
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Dale: 9111118
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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 — The Interlocal Purchasing System (TIPS) Cooperative Program Contract
#200105 — Technology Solutions, Products and Services (on file at the purchasing
office)
Exhibit B — Consultant's Scope of Services Offer, Project Schedule, and Compensation
Rate Sheet
Exhibit C — Consultant's Insurance Requirements
Exhibit D - Form CIQ --- Conflict of Interest Questionnaire
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, key person who will oversee the performance of the
work hereunder shall be Chad Snow, Principal. However, nothing herein shall limit
CONSULTANT from using other equally qualified and competent members of its firm to
perform the services required herein.
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111118
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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.
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 XXH
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
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111/18
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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.
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
Consultant submits a disclosure of interested parties (Form 1295) to the City at the time the
Consultant 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 consultant shall:
1. Log onto the State Ethics Commission Website at
https://www. ethics. state.tx.us/whatsnew/elf info forml295.htm
2. Register utilizing the tutorial provided by the State
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date; 9111/18
Page 10 of 22
DocuSign Envelope ID: 6DA44DAO-B68D-425E-5489-C5AEAOBFF698
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)
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 Xl(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.
ARTICLE XXVIII
FORCE MAJEURE
We will endeavor and use commercially reasonable efforts to complete all work contemplated
under this Agreement, However, neither party shall be liable to the other for any failure or delay
of performance of any obligation under this Agreement to the extent such failure or delay shall
have been wholly or principally caused by acts or events beyond its reasonable control rendering
performance illegal or impossible. As used in this section, force majeure means any cause
beyond the reasonable control of a party, including, but not limited to, an act of God, nature, act
of aggression, fire, strike, flood, riot, war, delay of transportation, terrorism, pandemics or other
widespread outbreaks of infectious diseases or inability due to the aforementioned causes to
obtain necessary labor, material, or facilities. The Consultant shall immediately notify the City of
Denton Procurement Manager by telephone (to be confirmed in writing within seven (7) calendar
days of the inception of such occurrence) and describe at a reasonable level of detail the
circumstances causing the non-performance or delay in performance.
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111118
Page 11 of 22
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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 09/28/2021
CONSULTANT
rr JJD xUSlgned by:
BY: [ svhw
El SIGNATURE
Printed Name: Chad snow
Title: Principal
2075412294
PHONE NUMBER
csnow@berrydunn.com
EMAIL ADDRESS
csnow@berrydunn.com
TEXAS ETHICS COMMISSION
1295 CERTIFICATE NUMBER
THIS AGREEMENT HAS BEEN
CITY OF DENTON, TEXAS
Docu$Igned py;
sAR
INTERIM CITY MANAGER
ATTEST:
ROSA RIOS, CITY SECRETARY
DocuBigned by:
BY: Rem R+."
APPROVED AS TO LEGAL FORM:
CATHERINE CLIFTON, INTERIM CITY ATTORNEY
DocuBigned by:
48970831 B4AA438...
BOTH REVIEWED AND APPROVED
as to financial and operational obligations and business terms.
rDocuBigned by:
� S6 M.�. Lei sha Mei ne
PRINTED NAME
Chief Technology officer
TITLE
Technology services
DEPARTMENT
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 12 of 22
Contract 7791
DocuSign Envelope ID: 6DA44DAo-B68D-425E-B489-C5AEADBFF698
Exhibit A
The Interlocal Purchasing System (TIPS) Cooperative Program Contract #200105 —
Technology Solutions, Products and Services
(on file at the purchasing office)
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111118
Page 13 of 22
DocuSign Envelope ID: 6DA44DAO-B68D-425E-B489-C5AEAOBFF698
b') Exhibit B
Berr du ren
Y
1W
PROPOSAL TO THE
City of Denton, Texas
TO PROVIDE
Information Technology Strategic
Planning Services
berrydunn.com
BerryDunn
2211 Congress Street
Portland, ME 04102
207-541-2200
Chad Snow, Principal
csnow@berrydunn.com
Erin Provazek, Project Manager
eprovazek@berrydunn.com
Proposal Submitted On:
June 22, 2021
DocuSign Envelope ID: 6DA44DAO-B68D-425E-8489-C5AEAOBFF698
b') BerryDunn
August 16, 2021
City of Denton
Attn: Leisha Meine, Chief Technology Officer
215 E McKinney Street
Denton, TX 76201
Sent via email to leisha.meine@cifyofdenton.com
Dear Ms. Meine:
Thank you for the opportunity to submit this proposal describing how our consulting team may assist the
City of Denton (City) in developing a Citywide Information Technology (IT) Strategic Plan. We appreciate
the time you have taken to discuss the City's goals for this initiative with our team.
Berry Dunn McNeil & Parker, LLC (BerryDunn) is an independent management and IT consulting and
certified public accounting firm headquartered in Maine and serving clients nationally. We have a
dedicated Local Government Practice Group with a specialized Technology Management Practice that
focuses on supporting local government entities like the City as they seek to assess technology
environments and plan for initiatives to strengthen their technology practices and policies.
How Our Team Can Help the City
The City can rely on our team members' experience working together on similar initiatives. Our
proposed project manager, Erin Provazek, has led multiple IT strategic planning initiatives since joining
our Technology Management Practice after a tenure as Assistant IT Director with the City of College
Station, TX. In the last year, she has worked as a project manager on technology planning engagements
with Galveston County, TX; the City of Pasco, WA; and Sonoma Resource Conservation District, CA, to
name a few.
Our team's focus on local government allows us to give actionable recommendations rooted in
your operational needs. The City will benefit from BerryDunn's deep understanding of operations within
local government IT departments, and the systems and business processes required to provide services
to internal departments and constituents. We have gained this understanding through our work with more
than 300 government clients across the country, as well as through our team members' prior work in
various roles across state and local government.
Thank you again for the chance to present our approach, experience, and desire to work with the City of
Denton. Should you have any questions, or if you would like to discuss this proposal, please do not
hesitate to contact our team directly.
Sincerely,
Chad Snow, PMP®, CFE I Principal
2211 Congress Street I Portland, ME 04102
207-541-2294 1 csnow@berrydunn.com
w u;[.r=-• ,IE-e'i •r JrrF_. hll,_ ■ h ,v .--.-•.. is i, �tE� • Ir-2-,Uicut - West Virginia • Arizona
berryclunn.com
AA
DocuSign Envelope ID: 6DA44DAO-B68D-425E-4489-C5AEAOBFF698
Table of Contents
1. About BerryDunn....................................................................................................................................1
Commitmentto Texas............................................................................................................................... 1
Specialized Technology Management Practice........................................................................................2
Commitment to Best Practices..............................................................................................................2
2. Applicable Experience............................................................................................................................3
3. Project Team............................................................................................................................................5
Rolesand Responsibilities........................................................................................................................6
4. Proposed Approach................................................................................................................................8
Overview..............................................................................................
DetailedWork Plan....................................................................................................................................9
5. Applied Methodologies.........................................................................................................................16
ProjectManagement.................................................................................... ...16
Toolsand Technology.............................................................................................................................16
ChangeManagement..............................................................................................................................17
6. Client References..................................................................................................................................18
7. Proposed Fees......................................................................................................................................20
Appendix: Team Member Resumes........................................................................................................21
b) BerryDunf f Table of Contents 11
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1. About BerryDunn
BerryDunn is an independent management and IT consulting firm with a Government Consulting Group
dedicated to serving state, local, and quasi -governmental agencies. We are a Limited Liability Company
(LLC) formed in 1974 with 51 principals and 26 owners, each holding an equal share of the firm's
ownership. We have experienced sustained growth throughout our 47 -year history, and began providing
consulting services in 1986.
With over 600 employees (including over 200 in our Government Consulting Group), we have a long and
successful history of working with local government agencies across the country in support of operational,
business process, and technology initiatives.
Our firm provides a full range of professional services, including IT and management consulting; tax,
audit, and accounting; and wealth management. High-level consulting services of the Govemment
Consulting Group include:
Project Management and IV&V Quality Assurance Systems Planning
Organizational Development Compliance Financial Management
IT Security and Planning Actuarial Services Data Analytics Services
Within the Government Consulting Group, the Local Government Practice Group brings a holistic
perspective gained from experience assisting the various arms of local government from parks and
recreation, finance and administration, K-12 education, utilities management, planning and development
services, technology management, health and community services, and justice and public safety.
Our specialized Technology Management Practice is described on the following page.
CprnJILI' e. -i : to Tel cs
BerryDunn has a demonstrated commitment to serving public sector clients in the State of Texas (State).
BerryDunn is an established vendor on the Interlocal Purchasing System (TIPS) Technology Solutions,
Products, and Services contract (#200105), and our consultants have experience successfully completing
projects of similar scope and size for clients in the Dallas—Fort Worth Metroplex. We understand the
technology market trends, challenges, and advancements in this fast-growing region.
We have developed a strong understanding of the public sector landscape in the State through recent IT
consulting engagements with the following clients:
i City of Allen City of Fort Worth A City of Plano
•
City of Arlington
City of Frisco
A
City of Sugar Land
•
City of Benbrook
City of Garland
A
City of Weatherford
•
City of Burleson
City of Grand Prairie
A
Galveston County
•
City of Cedar Hill
City of Irving
A
Keller Independent
•
City of College Station
City of Mansfield
School District
J
City of Dallas
City of McKinney
A
Round Rock
•
City of DeSoto
City of Mesquite
Independent School
District
L
City of Duncanville
City of Midland
Texas A&M University
•
City of Farmers Branch
City of Pearland
DBerryDunn
About BerryDunn 11
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Specialized Technology Management Practice
Our Technology Management Practice has
assisted public -sector clients throughout the
project life cycle of IT assessments, gap
analysis, and strategic planning projects—
from evaluating current IT environments to
identifying strategic issues, prioritizing long-
term technology goals, and developing plans
tailored to fit our clients' goals and needs.
Of the consultants in our practice, 75% are
prior public -sector employees, and the
consultants proposed on this project are
representative of that. Project manager Erin
Provazek previously served as Assistant
Director of IT for the City of College Station,
Texas. She will be supported by Business
Analyst Don Begin, who recently served as IT
Director for the Town of Scarborough, Maine.
Should our project team need additional
support or insight, they have the full backing
of the Government Consulting Group's 200+
staff members, who can provide additional
resources and subject matter expertise
related to all facets of local government.
Commitment to Best Practices
Figure 9: Comprehensive Technology Services
Technology
Management
Practice
Services
Our team members participate in several industry groups and associations, including TAGITM, to stay
abreast of trends, new ideas, and best practices. Those groups include:
TAG6 W M NASCIO
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Alliance Pirvje't
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Additionally, BerryDunn does not sell software or hardware, and we do not have relationships with
vendors that would impact the development of our recommendations. We are truly independent advisors,
dedicated to working with public sector organizations, and you can be assured that our recommendations
will always in the best interest of the City.
DocuSign Envelope ID: 6DA44DAO-B68D-425E-B489-C5AEAOBFF698
2. Applicable Experience
Of the services shown in Figure 1, three stand out as most applicable to the City's planned initiative:
technology assessments, strategic technology plans, and technology staffing assessments. In this
section, we have provided a selection of key engagements demonstrating the depth of our experience in
each category. To further showcase this experience, we have included three project references in Section
6.
Technology Assessments
Client
City of Rio Rancho, New Mexico
Lindbergh Public Schools, Missouri
Springfield Water and Sewer Commission,
Massachusetts
Spokane Public Schools, Washington
Town of Weston and Public Schools,
Massachusetts
Estimated Population Timeline
96,000 912018 - 812019
2,300 students supported 312019 - 812019
250,000 912015 - 812016
28,700 112017 - 512017
11,000 912015 -1112015
Strategic Technology Planning
u
Client
Estimated Population
Timeline
Carroll County, Maryland
168,000
1112013 - 712014
City of Allen, Texas
105,623
812020 - present
City of Burleson, Texas
46,000
1212017 - 912019
City of Midland, Texas
136,000
1012017 - 912018
City of Harrisonburg, Virginia
50,000
412011 - 1112011
City of Jackson, Mississippi
176,000
1112011 -412012
City of La Vista, Nebraska
16,000
312019 -1012019
City of Louisville, Colorado
19,000
912012 - 312013
City of Loveland, Colorado
68,000
712013 - 812014
DocuSign Envelope ID: 6DA44DAO-B68D-425E-B489-C5AEAOBFF698
Client
Estimated Population
City of Santee, California
53,000
City of South Jordan, Utah
51,000
City of Vancouver, Washington
176,000
City of Winchester, Virginia
27,000
City of Worcester, Massachusetts
185,000
Dakota County, Minnesota
410,000
Galveston County, Texas
335,000
Metro Parks Tacoma, Washington
210,000
Mobile County Health Department, Alabama
415,000
Sonoma Resource Conservation District,
California
494,000 served
Somerset County Parks Commission, New
Jersey
335,000
Three Rivers Park District, Minnesota
11,000 annual visitors
Town of Farragut, Tennessee
22,000
Town of Greenwich, Connecticut
61,000
4 • YTechnology Staffing Analysis
Client
City of Cambridge, Massachusetts
City of Farmers Branch, Texas
Loudoun County, Virginia
Montgomery County, Pennsylvania
Waukesha County, Wisconsin
Estimated Population
107,000
37,000
375,000
826,000
400,000
Timeline
6/2014 — 4/2015
1112012 — 612013
912018 —1012018
112012 —1012012
612019 — present
212015 — 9/2015
312020 — 112021
1/2019 — 712020
1012020 — present
0112021 —present
8/2017 -- 3/2018
212016 — 312017
1 11201 5 — 6/2016
8/2012 — 3/2013
Timeline
11/2013 — 5/2014
5/2019 — 9/2018
11/2016 — 4/2017
4/2018 — 10/2018
6/2018 — 9/2018
DocuSign Envelope ID: 6DA44DAo-B68D-425E-B489-C5AEAOBFF698
3. Project Team
Based on our experience conducting similar projects, the in-depth knowledge and specialized expertise of
our consultants, and their regionally relevant experience, we would like to propose the project team
members below. For your convenience, we've included full resumes at the end of our proposal.
Figure 2: Project Team Organization
Principal in Charge
I Business Analysts
rm-
Dt
DENTON
Don Begin Corey Claflin
CCNA COBIT 2019. CAPM
The BeriyDunn Network
The deep bench of consultants within our Local Government Practice
Group provides resources who will assistthe core project team with efforts
related to fact-finding, research, and deliverable development
Our proposed team offers deep experience in managing organization -wide technology projects, as well as
backgrounds in local government information technology. The individuals who will be "on the ground" and
actively involved in the execution of this project include:
Experienced project leaders who are accustomed to assisting large, medium-sized, and small
local government agencies through transformational technology planning initiatives.
Former IT department leaders who understand the day-to-day responsibilities and workflows of
local government IT divisions, enabling them to provide grounded, actionable recommendations
that shape a robust technology roadmap.
Business analyst with direct experience in coordinating and facilitating strategic technology
planning activities, including for local governments in the State.
Chad Snow
-
PMP'. CFE
;
Project Manager
- - -
Erin Provazek
;
MBA. CGC10, IFIL. PMP--. -_--,
ProscO CPP, COSIT 2019
I Business Analysts
rm-
Dt
DENTON
Don Begin Corey Claflin
CCNA COBIT 2019. CAPM
The BeriyDunn Network
The deep bench of consultants within our Local Government Practice
Group provides resources who will assistthe core project team with efforts
related to fact-finding, research, and deliverable development
Our proposed team offers deep experience in managing organization -wide technology projects, as well as
backgrounds in local government information technology. The individuals who will be "on the ground" and
actively involved in the execution of this project include:
Experienced project leaders who are accustomed to assisting large, medium-sized, and small
local government agencies through transformational technology planning initiatives.
Former IT department leaders who understand the day-to-day responsibilities and workflows of
local government IT divisions, enabling them to provide grounded, actionable recommendations
that shape a robust technology roadmap.
Business analyst with direct experience in coordinating and facilitating strategic technology
planning activities, including for local governments in the State.
DocuSign Envelope ID: 6DA44DAO-868D-425E-8489-C5AEAOBFF698
Pales arta Responsibilities
Chad Snow, PMP', CFE
- - Principal in Charge
Chad is the principal and leader of BerryDunn's Local Government Consulting
Practice Area. He has more than 27 years of experience working with local
government agencies, as well as extensive experience assisting government clients
with project management, technology planning, business process improvement,
system implementation and design, and enterprise systems.
As Principal in Charge, Chad will have overall responsibility for the services we have proposed to the
City. He has served in a similar position for the City of Allen, TX; Burleson, TX; and Galveston County,
TX.
Fes'._"'`"' "' j Erin Provazek, MBA, CGCIO, ITIL, Prosclo CCP, PMPO, COBIT 2019
Project Manager
'.; Erin is an experienced information systems (IS) executive with extensive public sector
experience. Most recently, she served as the Assistant IT Director for the City of
College Station, Texas. With over 20 years of experience working with local
government agencies and extensive experience assisting public -sector entities in
planning, problem solving, and service delivery, Erin has demonstrated skills in enhancing operational
efficiency and maximizing use of limited resources.
As Project Manager, Erin will act as primary liaison with the City and be responsible for maintaining a
constructive and clear line of communication between City staff and BerryDunn. In addition, she will
monitor the progress of the project, track the initiation and completion of tasks and milestones, facilitate
our meetings and information -gathering activities, and lead the development of project deliverables.
During her time at BerryDunn, Erin's leadership on the following projects, each of which has required
remote correspondence and management due to travel restrictions, demonstrates her ability to work
seamlessly with the City's project team:
» Sonoma Resource Conservation District, CA — » Metro Parks Tacoma, WA — IT Strategic Planning
Strategic Technology Plan City of Pasco, WA — IS Assessment and Master
N
» Galveston County, 7X— IT Master Plan Plan Development
Don Begin, CCNA
Business Analyst
Don has 20 years of experience providing IT leadership to municipal governments
and public school districts, most recently as the IT Director for the Town of
F' Scarborough, ME. He specializes in developing programs related to business
continuity, disaster recovery, privacy and user security, infrastructure development,
and more.
As a Business Analyst, Don will help coordinate assessment activities, initiative prioritization, and
deliverable development. In addition to serving the Town of Scarborough, ME, as IT Director, he has
experience providing IT leadership to public school districts in Fort Collins and Castle Rock, CO; and
Jacksonville and Fernandina Beach, FL.
DocuSign Envelope ID: 6DA44DA0-B68D-425E-8489-C5AEADBFF698
Corey Claflin, COBIT 2079
Business Analyst
Corey is a staff consultant in BerryDunn's Local Government Consulting Practice
Area. He assists local government clients with project support, building off his
experience gained through providing project management services, business process
improvement insight for internal systems, and software analysis for efficiencies and
increased utilization.
As a Business Analyst, Corey will support our review of the scope and organization of City's
processes—including facilitating meetings with City stakeholders, setting expectations with the City
regarding deliverable timelines and content, and leading the development of our written deliverables.
Corey has provided similar services to Metro Parks Tacoma, WA and Galveston County, TX.
DocuSign Envelope ID: 6DA44DAo-B68D-425E-B489-C5AEAOBFF698
4. Proposed Approach
Overview
Strategic technology planning is a core service for BerryDunn. Central to our approach includes involving
City stakeholders from the beginning of the project to gain an understanding of strengths, challenges, and
opportunities in the City's current environment. We have found that engaging a broad range of
departments and stakeholders in the planning process results in greater buy -in and support for the
resulting strategic plan.
We strive to provide actionable recommendations for strategic planning that allow government
organizations to establish priorities, develop meaningful and realistic action plans, gain efficiencies, and
make informed decisions for planning based on industry trends and best practices.
When undertaking a project of this nature, the City may plan for changes based on the analysis of the
City's current environment and our strategy for approaching the future state. Our project approach
considers the importance of change management from the outset of the project—particularly as it relates
to stakeholder engagement and communication.
As advisors to the City, our focus on IT strategic planning will include both an analysis of current state,
and a prioritized approach to completion of the projects within the IT Strategic Plan. Figure 3 provides a
high-level overview of our process.
Figure 3: IT Strategic Planning Approach
Phase I Phase 2
Project Planning Fact -Finding
Phase 3 Phase 4
Data Analysis Strategy 1~orrriation
A detailed account of our work plan to complete the City's IT Strategic Plan is outlined on the following
pages. BerryDunn strives to be flexible when it comes to development and execution of an effective
project plan. We understand that no two projects are exactly alike and believe that one of the primary
reasons we have been successful with similar projects is our willingness to be flexible in adapting to our
clients' unique needs.
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Detailed Work Plan
PHASE I
Project Planning
Building strong relationships with our clients is key to our collaborative service approach, and
collaborating on a clear project timeline and scope of work is the first step in the process.
1.1 Conduct initial project planning. We will facilitate a project planning teleconference with the City's
project team, focusing on the following topics:
Clarify goals and known project constraints
Introduce project stakeholders
Establish collaboration tools and methods
1.2 Develop a draft Project Work Plan and Schedule. This deliverable will address specific City issues
and concerns relating to our approach for managing communications, as well as our approach to
scope, risks, and resource management. It will also address BerryDunn's approach to providing the
exact services outlined in our proposal, delivered at the agreed-upon time frame for each task.
1.3 Facilitate a remote work session to review and finalize the draft Project Work Plan and
Schedule. Following this review with the City's project team, our team will implement needed edits
before finalizing.
Phase 1 Differentiators
✓ Our team will apply Project Management Body of Knowledge' (PMBOK®) project management
principles to establish a measurable timeline.
✓ The Project Work Plan will incorporate agreed-upon procedures between BerryDunn and the City
related to project control, including quality management and deliverable submissionlacceptance
management.
✓ Our applied Prosci® change management methodology prepares City staff for change at each project
step.
DELIVERABLES
D1 — Project Work Plan and Schedule
PHASE 2
Fact-finding
The foundation of our research and recommendations will come from City input. The tasks outlined in this
phase will allow our team to analyze the City technology infrastructure and build a strong knowledge of
your mission and policies as we review processes, challenges, and future capabilities.
2.1 Submit document request to the City and review documentation. This review will help prepare
our team for fact-finding activities, focusing on materials to enable the BerryDunn team to review and
analyze existing City technologies, systems, network and infrastructure diagrams, security policies
and protocols. Other documentation we might request to review for this assessment includes, but is
not limited to the following:
IT policies and procedures
Network infrastructure diagrams
Listing of off-the-shelf and custom
developed applications
DocuSign Envelope ID: 6DA44DAO-B6BD-425E-B489-C5AEADBFF698
We respectfully request that the City provide available documentation prior to the project kickoff
meeting and fact-finding interviews, as reviewing this information in advance of this work will enable
us to be more efficient, become more knowledgeable of the current environment, and make best use
of City personnel's time.
2.2 Develop and administer a fact-finding survey to participating City staff. The intent of this survey
is to:
✓ Identify current challenges
✓ Assess the satisfaction of City systems and IT staff to support the business and technology
needs
✓ Gauge technical readiness/skills of the respondents to use technology to drive and support
business change
✓ Identify future initiatives and organizational challenges for consideration in development of
the IT Strategic Plan
Prior to administering this survey, we will review the content with the City's project team and make
any recommended changes. Each stakeholder will be asked to complete the survey form with respect
to the City's IT operations, technology, and systems. We have found that soliciting input via a survey
allows us to collect input from a broad sampling of City staff, while allowing personnel to provide their
opinions at their convenience and with minimal disruption to day-to-day activities.
2.3 Review fact-finding survey results. BerryDunn will review the survey responses prior to our fact-
finding efforts, which will allow our team to be better prepared for assessment activities, discover
software that may not have been previously identified, and tailor our interview questions based on
user responses.
2.4 Facilitate project kickoff with the City. The kickoff will outline the project scope, objectives,
expectations, requirements, outcomes, communications, progress reporting requirements, and time
frame for project completion. The objective of the kickoff meeting will be to formally introduce the
project to the stakeholders involved, build buy -in from participants, and generate momentum for the
next activities in the project.
2.5 Conduct fact-finding interviews. Following the kickoff, we will conduct a series of fact-finding
interviews with City stakeholders, including key department representatives and IT staff. The purpose
of these interviews is to provide our team with an understanding of the current environment as it
relates to technology performance; organizational structure; systems and network infrastructure; staff
job responsibilities and workload; current disaster recovery plans and processes; project and task
management, and technology governance reporting; and plans, policies, and procedures.
We will also conduct meetings with City leadership to discuss mission, vision, and goals, and their
alignment with technology decision-making.
Conduct assessment of the following Department
2.6 Develop a Preliminary Assessment and List of Issues and Opportunities. We will develop a
report documenting the findings in our documentation review, survey results, and fact-finding. The
report will outline our initial findings on the following process areas of the Department:
-di Organizational overview and governance
• Network configuration and capacity
L Network perimeter management
• Server configuration and capacity
/ Configuration management
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L Database management
Change control
® Data Security
* Disaster Recovery and Business Continuity
Physical and environmental controls
End-user device management
* Performance measurements and Service Level Agreements
• Software Asset Management
J Application management
The resulting list of Preliminary Issues and Opportunities will also draw from our understanding of
municipal best practices based on experience working with over 300 local and state clients across
the United States and Canada. In addition to bringing our experience working with other clients, as
well as the information collected during the fact-finding process, our team will utilize best practice
information from several sources. Organizations BerryDunn may consider during this process
include, but are not limited to:
ITIL': ITIL® has prescribed a service value system (SVS) with a value chain made up of six key
activities, which gives organizations the flexibility to, "effectively and efficiently react to changing
demands from stakeholders." t These processes are documented in Version 4 of the Library,
published in 2019.
Computer Economics: Computer Economics provides metrics for IT management, focusing on
research and advisory information regarding the "strategic and financial management of
information systems." 2 The study IT Spending and Staffing Benchmarks is the primary document
from Computer Economics that is leveraged by BerryDunn in our IT planning projects.
PMI1: PMI® is a "leading not-for-profit membership association for the project management
profession."3 PMI provides concepts and a framework for best practices in project management
and also certifies practitioners in project management with its certifications, including the Project
Management Professional® (PMP®) certification.
Prosci® Change Management: ProsciO's methodology and tools are research -based, building
upon lessons learned from studies with organizations from around the world. A central focus of
the Prosci change management approach is the belief that, in order for change to work in an
organization, individuals must be willing to change and understand change.
International Organization for Standardization (ISO): ISO is the world's largest developer and
publisher of international standards with over 18,500 published standards.4 Several standards are
directly applicable to government organizations in a variety of topics such as security, risk
management, and disaster recovery.
COBIT Framework (COBIT): The framework created by the Information Systems Audit and
Control Association (ISACA) for information technology management and IT governance.
1SACA's COBIT Framework provides an overarching view of enterprise IT governance reflecting
the importance of information and technology in establishing a core direction for enterprises.
9 AXELOS, "This is the new ITIL.;" axelos.com
2 Computer Economics; About Computer Economics; www.computereconomics.com
3 Project Management Institute (PMI); About Us; www.pmi.org
4 International Organization for Standardization (ISO); About ISO; www.iso.org
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National Institute of Standards and Technology (NIST): The National Institute of Standards
and Technology (NIST) is an agency of the U.S. Department of Commerce. The NIST 800 Series
is a set of documents that describe United States federal government computer security policies,
procedures, and guidelines, such as Disaster Recovery Planning (DRP), Continuity of Operations
Planning (COOP), and other contingency planning.
Phase 2 Differentiators
✓ The fact-finding interviews help to identify operational needs, and assess the current environment to
identify gaps and opportunities for improvement, consolidation, and maximize efficiencies.
✓ Through our experience conducting similar engagements, we understand the importance of involving
City stakeholders in a collaborative manner to facilitate understanding of City needs and obtain
support for recommendations.
✓ Pact -finding input, combined with survey feedback and the experience of BerryDunn resources, will
be the basis for future recommendations.
✓ We will use a combination of in-person and remote meetings suited to the City's needs and
preferences.
DELIVERABLES
D2 -- Preliminary Assessment and List of Issues and Opportunities
PHASE 3
Data Analysis
In this phase, we aim to synthesize the information gathered and work with the City to walk through our
takeaways and recommendations. The outputs should lay the foundation for developing a cohesive list of
protects or initiatives and a strategy for implementation.
3.1 Review the Preliminary List of Issues Memo. BerryDunn will facilitate a review session with the
City project team to review Preliminary List of Issues Memo. During this session, we will work with
City stakeholders to review, refine, and prioritize the preliminary list of IT issues and opportunities.
Prioritization will occur through stakeholders' votes on the presented recommendations and
initiatives in order of priority for implementation by the City.
3.2 Identify and document current and planned IT projects. Based on input from the previous review
session, we will identify and document the IT projects that are currently underway and those that are
planned for the immediate to near future. This information will provide the reader of the IT Strategic
Plan with an understanding of the history, trends, and future requirements for the City's documented
IT initiatives.
3.3 Develop and distribute IT initiatives planning template. We will seek input from City stakeholders
regarding relevant projects and initiatives that should be considered during the strategic planning
process. BerryDunn will develop an IT initiatives planning template that will be provided to the City's
project team and key stakeholders. We will request that the City use the template to identify 1 — 3
projects and initiatives.
3.4 Develop a Preliminary List of IT Projects and Initiatives, We will develop a list of IT projects and
initiatives to specifically address the issues and opportunities found during fact-finding in Phase 2.
We will consolidate the City's submitted IT initiatives from the previously distributed template with the
projects and initiatives on our preliminary list.
Phase 3 Differentiators
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✓ As prior public sector employees, our team is keenly aware that recommendations need to consider
limited budgets and prioritize those improvements that offer the best return on investment.
✓ Documenting current and planned IT projects will enable the City to be better equipped to
substantiate and support future IT expenditures during the budgeting process.
✓ Our approach is designed to allow the City stakeholders to be an active collaborator as identified
issues evolve into identified projects and initiatives.
DELIVERABLES
D3 — Prioritized List of IT Issues
D4 — Preliminary List of IT Projects and Initiatives
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PHASE 4
Strategy Formation
To close out the project, we will prioritize the final recommended initiatives to be included in the final IT
Strategic Plan. We will also present the plan and walk the City through our recommendations, with the
goal of establishing understanding and buy -in.
4.1 Review and prioritize IT Projects and Initiatives. We will facilitate a work session to review the
submitted projects and initiatives and ask City representatives to vote on the priority of projects and
initiatives at the conclusion of the meeting. Collaboration and involvement of City stakeholders is a
key ingredient to successfully identifying technology initiatives that will become the basis for the
City's IT Strategic Plan.
4.2 Develop a Prioritized List of IT Projects and Initiatives. At the end of the session, the team will
prioritize the Preliminary List of Projects and Initiatives based on City voting and BerryDunn
recommendations. Based on this prioritization, we will develop a budget and timeline matrix, which
will serve as a roadmap for planning the City's chosen projects and initiatives over the next four to
five years. The budget and timeline matrix will present estimated costs, resource needs, and
timelines for completing each project.
4.3 Develop a draft IT Strategic Plan to implement the recommended strategies addressing the
most critical needs of the City over the next four to five years. BerryDunn will develop the City's
IT Strategic Plan, in draft form, based on the fact-finding, research, and analyses conducted. We will
document our repeatable methodology that will enable the City to update this plan on an ongoing
basis and prioritize future initiatives.
The draft plan will include a brief summary of each strategic initiative, a timeline for implementation
of the initiatives, and estimated costs over a four to five-year planning horizon. In addition, we often
provide recommendations for an IT governance strategy to guide the City's IT operations and
assets.
4.4 Review the draft IT Strategic Plan. We will submit the draft plan to the City and facilitate a
teleconference to review and discuss content and receive feedback. Following our meeting, we will
incorporate changes identified by the City into the final version.
4.6 Develop final presentation and review with the City's project team. We provide a draft
presentation to the City's project team, collecting feedback via teleconference and incorporating any
changes. After this teleconference, we will update the draft presentation and submit the final version
to the City.
4.6 Deliver final presentation to the City. BerryDunn will present the IT Strategic Plan to City Council
or other identified City leadership, building buy -in for the recommendations outlined in the final plan
and providing an opportunity for City leadership to ask our team and the City project team questions.
4.7 Conduct ongoing project management. Throughout the project, BerryDunn will submit biweekly
project status updates, which will include a description of the activities and accomplishments for the
reporting period, plans for the upcoming period, issues encountered during the reporting period,
anticipated challenges that may impact project delivery, and mitigation strategies.
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Phase 4 Differentiators
✓ Voting and prioritization of the strategic IT issues and opportunities will allow the City stakeholders to
take an active role in shaping the major challenges and solutions around which the future IT Strategic
Plan will be structured.
✓ The IT Strategic Plan will include the final budget and timeline matrix, which will serve as a roadmap
for accomplishing the City's chosen projects and initiatives over the next four to five years. The matrix
will present estimated costs, resource needs, and timelines for completing each project, as well as a
recommended overall schedule for addressing all projects in an efficient sequence.
✓ The final presentations will build buy -in for final recommendations and providing an opportunity for
stakeholders to ask our team and the City's project team questions.
DELIVERABLES
D5 — Prioritized List of IT Projects and Initiatives
D6 — IT Strategic Plan
D7 — Final Presentation
D8 — Biweekly Status Updates
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5. Applied Methodologies
Project Management
To help ensure that project objectives are met, and initiation and completion of project work are
conducted in a timely manner, each BerryDunn project is led by an experienced project manager who
understands and utilizes project management best practices. Our Government Consulting Group employs
project management best practices from the Project Management Institute's (PMIO's) Guide to the Project
Management Body of Knowledge (PMBOK6 Guide), Version 6.
Our proposed team is committed to bringing project management expertise to the City's project. Our
proposed Principal and Project Manager are certified PMPs®, which will enable them to apply PMI®
standards and best practices to the selection of a permitting solution. The City can be assured that this
project will be conducted efficiently and effectively.
Figure 4 illustrates the phases of the project management life cycle, which provides a framework for
managing any type of project.
Figure 4: Project Management Lifecycle.
Project Project
Initiation Close
Planning Execution Control )
Tools and Technology
For the daily management and undertaking of project tasks, we strive to avoid unnecessary delays,
enhance productivity, promote collaboration, and minimize barriers to participation. To that end, we utilize
technology that is familiar or intuitive to most users in addition to our project resources assembled from
years of public sector consulting, as detailed below.
Microsoft Sharepoint
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project documents.
Figure 5: Tools and Technology Work Kit
Virtual Meeting Tools
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technology through Microsoft
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meet ogs, and svuan
sharing to add4ion. we ham
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calcl.1l.9tions in the asst
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Change Management
Stakeholders' willingness to adopt new processes and tools plays a significant role in the success—or
failure—of strategic projects and initiatives, BerryDunn has observed resistance to change in virtually all
of our technology planning projects, and we will work with you to proactively address resistance by:
Engaging stakeholders at the right level throughout the project—from initial planning through
delivery of final recommendations—to build understanding for the need for change and gain
support from the people who will be considering the future solutions
Developing and executing a plan that considers the information needs of each stakeholder group
Documenting technology challenges, and working with stakeholders to understand how their work
might be performed more efficiently and effectively with the execution of a strategic project or
initiative in the organizational audit
We have adopted the Proscie change management methodology and trained over 100 consultants to
become ProscP Certified Change Practitioners (CCPs), including two of our proposed team
members. A central focus of the Prosci change management approach is the belief that, in order for
change to work in an organization, individuals must be willing to change and understand change.
According to research conducted by Prosci°, the likelihood of project success increases significantly, and
in alignment with the level of change management focus applied to the project. Figure 6 shows that even
small increases in focus on change management, from "poop" to "fair," are likely to have a positive impact
on system adoption and project success.
Figure 6: Change Management's Impact on Project Success
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6. Client References
In this section, we have outlined three projects and contact information demonstrating our experience
providing technology assessment and strategic planning services to local governments.
Galveston County, Texas
IT Strategic Planning
Contact information
Arnel (Arnie) Wetzel, Human Resource Director
Tel: 409-770-5350
Email: Arnel.Wetzel@galvestoncountytx.gov
Project Background
Address
722 Moody Avenue
Galveston, TX 77550
As part of a county that serves over 335,000 constituents, Galveston County's (County's) IT Department
provides crucial technology support to all other County offices, departments, and several outside entities.
To maximize the IT Department's operational efficiency and establish a strategic vision, the County
partnered with BerryDunn in 2020 to conduct a comprehensive assessment and evaluation of strategy,
risk, applications, technical infrastructure, and organization.
Key Staff. Chad Snow, Erin Provazek, Corey Claflin
Services and Outcomes
As part of a county that serves over 335,000 constituents, Galveston County's (County's) IT Department
provides crucial technology support to all other County offices, departments, and several outside entities.
To maximize the IT Department's operational efficiency and establish a strategic vision, the County
partnered with BerryDunn in 2020 to conduct a comprehensive assessment and evaluation of strategy,
risk, applications, technical infrastructure, and organization.
The project began during the beginning of the COVID-19 shutdowns, which gave our team the
opportunity to hone our remote fact-finding strategy. The County is a large, complex organization, but our
team was able to engage stakeholders in a meaningful way, leveraging our experience working remotely
and engagement technology.
At this point in the project, the County's departments have participated in the prioritization process of
strategic IT issues and challenges, which has informed the final drafts of the final IT Strategic Plan.
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City of Allen, Texas
IT Strategic Planning
Contact Information
Eric Matthews, IT Director Address
Tel: 214-509-4628 305 Century Parkway
Email: ematthews@cityofallen.org Allen, TX 75013
Key Staff., Chad Snow, Corey Claflin
Services and Outcomes
BerryDunn had been working with the City of Allen on several system selection and implementation
projects when the City requested help developing an IT Strategic Plan. The IT Department's main goal in
creating this roadmap was to guide the organization and maximize its investment in technology over the
next three to five years. We proposed a four -phased approach focused on identifying key issues the City
faced, and developing recommended initiatives and projects that directly addressed those issues an
prepared the City for positive change
City of Pasco, Washington
Information Services Organizational Assessment & Master Plan Development
Contact Information
N. Zach Ratkai, Administrative and Community Address
Services Director 525 N Third Avenue
Tel: 509-537-2078 Pasco, WA 99301
Email: ratkaiz@pasco-wa.gov
Project Background
A full-service municipality with more than 73,000 residents, the City of Pasco partnered with BerryDunn to
assess its current technology state and needs, and design a comprehensive pian that would provide a
clear, actionable map to guide the City through technology decisions and upgrades over the next five
years. The plan's recommendations were tailored to the City's rapid growth and values, and driven by the
City's specific business goals.
Key Staff: Chad Snow, Erin Provazek, Corey Claflin
Services and Outcomes
BerryDunn worked with the City to develop the IS Master Pian that supported the current mission, vision
and goals of the City. The plan leveraged existing computer hardware and software applications, while
laying the groundwork for newer applications, functions, and evolving technologies. After an initial existing
documentation review, which helped our team become more knowledgeable about the current
environment at the City, BerryDunn conducted a kick-off meeting and facilitated fact-finding interviews
with each City department.
Our fact-finding activities laid the foundation for developing a comprehensive assessment of the City's IS
organization, staffing, services, portfolios, and processes. Even as the project's activities shifted to
complete remote engagement as a result of the COVID-19 pandemic, City staff were given the
opportunity to participate in prioritization sessions to build out a roadmap for tackling the technology
initiatives and challenges most important for the City's development as an organization.
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7. Proposed Fees
In Table 1 below, we have provided our proposed costs for completing the City's IT Strategic Plan, which
are inclusive of any related expenses, materials required to complete the project, and include project
management services.
BerryDunn does not charge for time spent traveling, so these costs reflect only the time BerryDunn team
members will be working on the City's project. We will progress bill the City on a monthly basis for work
completed against each deliverable.
Total $74,840
BerryDunn estimates the number of hours to deliver these services is 357.5 hours, equating to $209.34
per hour.
Table 1: BerryDunn IT Strategic Planning Costs
Deliverable
1
Project Work Plan and Schedule
$4,593
2
Preliminary Assessment and List of Strategic IT Issues and Opportunities
$30,860
3
Prioritized List of Strategic IT Issues
$2,017
4
Preliminary List of IT Projects and Initiatives
$1,118
5
Prioritized List of IT Projects and Initiatives
$8,023
6
1T Strategic Plan
$22,385
7
Final Presentation
$2,822
8
Biweekly Status Updates
$2,989
Total $74,840
BerryDunn estimates the number of hours to deliver these services is 357.5 hours, equating to $209.34
per hour.
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Appendix: Team Member Resumes
Chad Snow, PMP®, CFE
Principal in Charge
Chad has more than 27 years of experience working with local government agencies
and has extensive experience assisting government clients with project management,
technology planning, business process improvement, system implementation and
design, and enterprise systems. Prior to joining BerryDunn in 2006, Chad worked for a public -sector
system vendor, where he provided in-depth demonstrations on ERP, revenue, and public safety
applications to prospective government clients in addition to providing project management and
implementation support. He also served as a Maine police officer for 10 years.
Key Qualifications
• Provides project leadership for planning, selection, and implementation of a variety of public -
sector systems for dozens of clients
• Experienced in full life cycle of planning for and procuring new systems
• Experienced in leading IT assessments and strategic planning efforts
Relevant Experience
Strategic Technology Planning Chad has led numerous strategic technology planning initiatives during
his time at BerryDunn, and has been instrumental in establishing a flexible methodology that can be
applied to park districts, 100 -person county IT departments, to small technology divisions seeking to bring
operations in-house. His engagement style is defined by establishing clear expectations and developing
meaningful relationships with stakeholders to help identify necessary technology projects, gaps in service,
and a clear path to continued growth and exceptional services.
Operational and Organizational Assessments: Chad has over 20 years of experience leading local
government operational and organizational assessments. Past projects have focused on analyzing
organizations' operational efficiency and progress against strategic and tactical goals. Components of
these projects, include, but are not limited to, scope involving staffing, organizational structure review,
and collaboration across departments.
Key Local Government Clients
• City of Beaverton, OR
• City of Bloomington, MN
• City of Boca Raton, FL
• City of Boston, MA
• City of Broken Arrow, OK
• City of Cambridge, MA
• City of Midland, TX
• City of Pasco, WA
Education and Memberships
• City of Rapid City, SD
• City of Sioux Falls, SD
• City of Philadelphia, PA
• City of Wilmington, NC
• Loudoun County, VA
• Metro Parks Tacoma, WA
• Minnehaha County, SD
• Montgomery County, PA
• Outagamie County, WI
• Somerset County Parks
District, NJ
• Tampa Port Authority, FL
• Three Rivers Park District, MN
• Town of Leesburg, VA
• Westchester County, NY
BA, Criminology, University of Southern Maine
AS, Law Enforcement Technology, Southern Maine Technical College
Project Management Professional' (PMP®), Project Management Institute®
Certified Fraud Examiner (CFE) Association of CFEs
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Erin Provazek, MBA, ITIL (F), Prosci 0 CPP
Project Manager
Erin is a senior consultant with over 20 years of experience performing and
managing all levels of information technology (IT) operations and projects for local
governments. Her operational experience includes IT service management design
and operation; building technology focused strategic business partnerships with
organization business units; extensive project management; data management; and budgeting.
Key Qualifications
Extensive experience performing, managing, and planning all levels of IT operations
Skillful recognition, understanding, and translation of technical and operational process
terminology
Strong ability to manage, supervise, and facilitate teams
Relevant Experience
Assistant IT Director: As an Assistant IT Director for the City of College Station, TX, Erin managed,
supervised, set goals and achievements, and performed strategic planning for the City's IT. Erin directly
supervised software divisions, business processes, desktop user environments, and customer support for
all technical programs. Over 14 different city departments used these programs and services.
Business Systems Manager: Erin managed the administration, setup, maintenance, inventory, and
integration of enterprise hardware, application servers, and software. This experience provides Erin with
strong project management skills. Erin also managed a systems analyst staff of six, while performing the
same system analyst duties. Erin evaluated, analyzed, supported, and modified existing and/or proposed
databases, systems, interfaces, and related devices. She provided technical direction and support for
information modeling concepts, data access, and reporting tools, which included: designing and
implementing in-house applications; identifying and interpreting technical information to develop data
solutions; and/or performing other technical -related activities to support the City's business processes
and requirements.
ERP System Implementations: Erin has over 20 years' experience implementing technology solutions,
from IT infrastructure to enterprise applications solutions for all local government departments'
operations. These implementations include identification of business needs and requirements, selection
of solutions based on those business needs, managing the implementation and deployment of the
solutions, and preparing the solution for ongoing operational support. Erin's implementation strategies
align operational needs with enterprise technology management practices, improving partnerships with
technology providers and users within the organization.
Selected Local Government Clients
• City of Fountain Valley, CA
• City of Irving, TX
• Guilford County, NC
• City of Pasco, WA
• City of Weatherford, TX
• Lindbergh Schools, MO
• Galveston County, TX
• Metro Parks Tacoma, WA
• City of Grand Prairie, TX
• City of Oxnard, CA
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Education and Memberships
BBA, information and Operations Management, Texas A&M University
Harvard Executive Education Program, "Leadership for the 21 st Century: Chaos, Conflict and Courage"
MBA, Information Technology Management, Western Governors University
Certified Project Management Professional®
Information Technology Infrastructure Library (ITIL) v3 Foundations Certified
Prosci® Certified Change Management Practitioner
Certified Government Chief Information Officer (CGCIO), University of North Carolina Chapel Hill
COBIT 2019 Foundation Certified
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Donald Begin, CCNA
Business Analyst
Don is a senior consultant in BerryDunn's Local Government Practice Group. I ie has
20 years of experience providing IT leadership to public school districts and municipal
governments. He specializes in developing and launching programs related to
' business continuity, disaster recovery, culture development, infrastructure develop,
privacy and user security, and service -level enhancement.
Relevant Experience
IT Leadership: Don has led technology visioning, program development, system implementation, and
overall management for municipal services ranging from public safety to educational services, financial
services, planning and development, public works, operations and maintenance, economic development,
and more. He has optimized IT staff and infrastructure to reduce spending, managed multi-million dollar
technology modernization and infrastructure projects, and improved operational metrics related to service
and performance.
Information Security: Throughout his career, Don has championed business continuity, disaster
recovery, and IT risk mitigation. He is a Cisco Certified Network Associate (CCNA), skilled in physical,
data, and network security, as well as emergency management planning.
Project Management: Don has provided project management support for several multi-million dollar
initiatives, including projects with more than 150,000 stakeholders. He helped establish a project
management office (PMO) and brought Project Management Institute (PMI) -based strategies to IT
organizations.
Public -Sector Experience
• Town of Scarborough, ME
• Poudre School District, Fort Collins, CO
• Duval County School District, Jacksonville, FL
• Douglas County School District, Castle Rock, CO
• Nassau County School District, Fernandina Beach, FL
Education and Certifications
BA, University of North Florida
Cisco Certified Network Associate (CCNA)
Certifications Pending: Project Management Professional®, Scrum Master, Lean Six Sigma Yellow Belt
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Corey Claflin, COBIT 2019, CAPM
Business Analyst
Corey is a staff consultant in BerryDunn's Government Consulting Group. He assists
local government clients with project support, building off his experience gained
through providing project management services, business process improvement
insight for internal payroll systems and software analysis for efftciencles and increased utilization.
Key Qualifications
• Extensive experience adhering to budgetary restricts when providing project management
services
• Strong understanding of business process analysis, offering insight on streamlining processes
and increasing system utilization
• Well -versed in developing work plans, project management, and adhering to project milestones
Relevant Experience
Project Management: Corey has experience in the full project management lifecycle, including
conducting fact finding meetings, analyzing and updating policies and procedures for efficiencies, and
updating software modules to accommodate the needs of the company. Corey has also been responsible
for the completion of timeline milestones and adherence to budgetary restrictions.
Business Process Improvements: Corey has analyzed business processes to provide insight on ways
to streamline business processes which led to the development of process efficiencies and updating of
policies and procedures.
Project Support: Corey has provided his assistance in the development and launching of new software
systems, which involved maintaining compliance, promoting buy -in and increasing overall utilization, and
tracking the success of the project through analysis of the turnout rate of the online system.
Key Clients
• City of Allen, TX
• City of DeSoto, TX
• City of Midvale, UT
• Collier County, FL
• DeKalb County, GA
• Douglas County, NE
• Town of Christiansburg, VA
• Metro Parks Tacoma, WA
Education and Memberships
BA, Economics and Political Science, University of Maine
COBIT 2019 Foundation Certified
Certified Associate in Project Management (CAPM)
• Galveston County, TX
• Hamilton County, IN
• Louisville Metro Government, KY
• Monroe County, FL
• City of Detroit, MI
• City of Bloomington, MN
• Washington Township, OH
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Exhibit C
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, ifso 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:
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111118
Page 15 of 22
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• 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.
If the Commercial General Liability form (ISO Form CG 0001 current edition) is
used:
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111118
Page 16 of 22
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• 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 I in accordance with
§406.096 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
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9113!18
Page 17 of 22
DocuSign Envelope ID; 6DA44DAO-B68B-425E-B489-C5AEAOBFF698
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.
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111118
Page 18 of 22
DocuSign Envelope ID: 6DA44DAO-B68D-425E-B489-C5AEAOBFF698
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:
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
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design services
Revised Date: 9/11118
Page 19 of 22
DocuSign Envelope ID: 6DA44DA0-B68D-425E-B489-C5AEAOBFF698
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;
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
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111118
Page 20 of 22
DocuSign Envelope ID: 6DA44DAO-B68D-425E-B489-C5AEAOBFF698
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.
City of Denton, Texas Contract 7791
Standard Agreement for Engineering Related Design Services
Revised Date: 9111118
Page 21 of 22
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Exhi bi t
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. Berry, Dunn, McNeil & Parker, LLC,
dba Berry Dunn
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 71, business day
after the date on which you became aware that the originally filed questionnaire was incom fete or inaccurate.
3 1 Name of local government officer about whom the information in this section is being disclosed.
NA
Name of Officer
This section, (item 3 including subparts A, B, C 8s 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?
F--]
E]
Yes No
13. 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 E-1 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?
E] 1:1
Yes No
D. Describe each employment or business and family relationship with the local government officer named in this section.
NA
4
X I have no Conflict of Interest to disclose.
5 noauSigned by:
SKM 9/8/2021
Si f 9jPWRI 26ing business with the governmental entity Date