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HomeMy WebLinkAboutR2025-169 20251013RESOLUTION NO. R2025-169 A Resolution of the City Council of the City of Pearland, Texas, authorizing a three-year contract (one (1) year initial term; two (2) one-year renewals) with 65th North Group., for professional services (internal control and vulnerability assessment), in the estimated annual amount of $149,800.00. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS: Section 1. That certain contract for professional services, a copy of which is attached hereto as Exhibit “A” and made a part hereof for all purposes, is hereby authorized and approved. Section 2. That the City Manager or his designee is hereby authorized to execute and the City Secretary to attest a contract for professional services. PASSED, APPROVED and ADOPTED this the 13th day of October, A.D., 2025. ________________________________ J.KEVIN COLE MAYOR ATTEST: ________________________________ FRANCES AGUILAR, TRMC, MMC CITY SECRETARY APPROVED AS TO FORM: ________________________________ DARRIN M. COKER CITY ATTORNEY Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 Professional Services Contract 1 of 6 4/2019 CONTRACT FOR PROFESSIONAL SERVICES THIS CONTRACT is entered into upon final execution by and between the City of Pearland ("CITY") and 65th North Group, LLC ("CONSULTANT"). The CITY engages the CONSULTANT to perform professional services for a project known and described as the GovExcellence Program ("PROJECT"). SECTION I - SERVICES OF THE CONSULTANT The CONSULTANT shall perform the following professional services to CITY standards and in accordance with the degree of care and skill that a professional in Texas would exercise under the same or similar circumstances: A. The CONSULTANT shall perform professional services. See Exhibit A, attached, for a detailed SCOPE OF WORK and PROJECT schedule. B. The CONSULTANT acknowledges that the CITY (through its employee handbook) considers the following to be misconduct that is grounds for termination of a CITY employee: Any fraud, forgery, misappropriation of funds, receiving payment for services not performed or for hours not worked, mishandling or untruthful reporting of money transactions, destruction of assets, embezzlement, accepting materials of value from vendors, or consultants, and/or collecting reimbursement of expenses made for the benefit of the CITY. The CONSULTANT agrees that it will not, directly or indirectly; encourage a CITY employee to engage in such misconduct. C. The CONSULTANT recognizes that all drawings, special provisions, field survey notes, reports, estimates and any and all other documents or work product generated by the CONSULTANT under the CONTRACT shall be delivered to the CITY upon request, shall become subject to the Open Records Laws of this State. D. The CONSULTANT shall procure and maintain for the duration of this Agreement, insurance against claims for injuries to persons, damages to property, or any errors and omissions relating to the performance of any work by the CONSULTANT, its agents, employees or subcontractors under this Agreement, as follows: (1) Workers’ Compensation as required by law. (2) Professional Liability Insurance in an amount not less than $1,000,000 in the aggregate. (3) Comprehensive General Liability and Property Damage Insurance with minimum limits of $1,000,000 for injury or death of any one person, $1,000,000 for each occurrence, and $1,000,000 for each occurrence of damage to or destruction of property. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 Professional Services Contract 2 of 6 4/2019 (4)Comprehensive Automobile and Truck Liability Insurance covering owned, hired, and non-owned vehicles, with minimum limits of $1,000,000 for injury or death of any one person, $1,000,000 for each occurrence, and $1,000,000 for property damage. The CONSULTANT shall include the CITY as an additional insured under the policies, with the exception of the Professional Liability Insurance and Workers’ Compensation. Certificates of Insurance and endorsements shall be furnished to the CITY before work commences. Each insurance policy shall be endorsed to state that coverage shall not be suspended, voided, canceled, and/or reduced in coverage or in limits (“Change in Coverage”) except with prior written consent of the CITY and only after the CITY has been provided with written notice of such Change in Coverage, such notice to be sent to the CITY either by hand delivery to the City Manager or by certified mail, return receipt requested, and received by the City no fewer than thirty (30) days prior to the effective date of such Change in Coverage. Prior to commencing services under this CONTRACT, CONSULTANT shall furnish CITY with Certificates of Insurance, or formal endorsements as required by this CONTRACT, issued by CONSULTANT’S insurer(s), as evidence that policies providing the required coverage, conditions, and limits required by this CONTRACT are in full force and effect. E.The CONSULTANT shall indemnify and hold the CITY, its officers, agents, and employees, harmless from any claim, loss, damage, suit, and liability of every kind for which CONSULTANT is legally liable, including all expenses of litigation, court costs, and attorney's fees, for injury to or death of any person, for damage to any property, or errors in design, any of which are caused by the negligent act or omission of the CONSULTANT, his officers, employees, agents, or subcontractors under this CONTRACT. F.All parties intend that the CONSULTANT, in performing services pursuant to this CONTRACT, shall act as an independent contractor and shall have control of its own work and the manner in which it is performed. The CONSULTANT is not to be considered an agent or employee of the CITY. SECTION II - PERIOD OF SERVICE This CONTRACT will be binding upon execution and end September 30, 2026, with an option for two (2) one-year renewals. SECTION III - CONSULTANT'S COMPENSATION A.The total compensation for the services performed shall not exceed the total noted in Section B. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 Professional Services Contract 3 of 6 4/2019 B. The CITY shall pay the CONSULTANT in installments based upon monthly progress reports and detailed invoices submitted by the CONSULTANT based upon the following: 1. Basic Services (Lump Sum) $149,800 2. Additional Services shall require independent and specific authorization and shall be billed as (Lump Sum): 3. Reimbursable Expenses (Not to Exceed) 4. Total: $149,800 C. The CITY shall make payments to the CONSULTANT within thirty (30) days after receipt and approval of a detailed invoice. Invoices shall be submitted as follows: 1. $74,900 (50%) upon contract execution; 2. $37,450 (25%) six months after contract execution; and 3. $37,450 (25%) at the end of Fiscal Year 2026. SECTION IV - THE CITY'S RESPONSIBILITIES A. The CITY shall designate a project manager during the term of this CONTRACT. The project manager has the authority to administer this CONTRACT and shall monitor compliance with all terms and conditions stated herein. All requests for information from or a decision by the CITY on any aspect of the work shall be directed to the project manager. B. The CITY shall review submittals by the CONSULTANT and provide prompt response to questions and rendering of decisions pertaining thereto, to minimize delay in the progress of the CONSULTANT'S work. The CITY will keep the CONSULTANT advised concerning the progress of the CITY'S review of the work. The CONSULTANT agrees that the CITY'S inspection, review, acceptance or approval of CONSULTANT'S work shall not relieve CONSULTANT'S responsibility for errors or omissions of the CONSULTANT or its sub- consultant(s) or in any way affect the CONSULTANT’S status as an independent contractor of the CITY. SECTION V - TERMINATION A. The CITY, at its sole discretion, may terminate this CONTRACT for any reason -- with or without cause -- by delivering written notice to CONSULTANT personally or by certified mail at 3100 W Ray, Suite #201, Chandler, AZ 85226. Immediately after receiving such written notice, the CONSULTANT shall discontinue providing the services under this CONTRACT. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 Professional Services Contract 4 of 6 4/2019 B. If this CONTRACT is terminated, CONSULTANT shall deliver to the CITY all drawings, special provisions, field survey notes, reports, estimates and any and all other documents or work product generated by the CONSULTANT under the CONTRACT, entirely or partially completed, together with all unused materials supplied by the CITY on or before the 15th day following termination of the CONTRACT. C. In the event of such termination, the CONSULTANT shall be paid for services performed prior to receipt of the written notice of termination. The CITY shall make final payment within sixty (60) days after the CONSULTANT has delivered to the CITY a detailed invoice for services rendered and the documents or work product generated by the CONSULTANT under the CONTRACT. D. If the remuneration scheduled under this contract is based upon a fixed fee or definitely ascertainable sum, the portion of such sum payable shall be proportionate to the percentage of services completed by the CONSULTANT based upon the scope of work. E. In the event this CONTRACT is terminated, the CITY shall have the option of completing the work, or entering into a CONTRACT with another party for the completion of the work. F. If the CITY terminates this CONTRACT for cause and/or if the CONSULTANT breaches any provision of this CONTRACT, then the CITY shall have all rights and remedies in law and/or equity against CONSULTANT. Venue for any action or dispute arising out of or relating to this CONTRACT shall be in Brazoria County, Texas. The laws of the State of Texas shall govern the terms of this CONTRACT. The prevailing party in the action shall be entitled to recover its actual damages with interest, attorney’s fees, costs and expenses incurred in connection with the dispute and/or action. CONSULTANT and CITY desire an expeditious means to resolve any disputes that may arise between under this CONTRACT. To accomplish this, the parties agree to mediation as follows: If a dispute arises out of or relates to this CONTRACT, or the breach thereof, and if the dispute cannot be settled through negotiation, then the parties agree first to try in good faith, and before pursuing any legal remedies, to settle the dispute by mediation of a third party who will be selected by agreement of the parties. SECTION VI – ENTIRE AGREEMENT This CONTRACT represents the entire agreement between the CITY and the CONSULTANT and supersedes all prior negotiations, representations, or contracts, either written or oral. This CONTRACT may be amended only by written instrument signed by both parties. SECTION VII – COVENANT AGAINST CONTINGENT FEES The CONSULTANT affirms that he has not employed or retained any company or person, other than a bona fide employee working for the CONSULTANT to solicit or secure this CONTRACT, and that he has not paid or agreed to pay any company or person, other than a bona fide employee, Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 Professional Services Contract 5 of 6 4/2019 any fee, commission, percentage brokerage fee, gift, or any other consideration, contingent upon or resulting from the award or making of the CONTRACT. For breach or violation of this clause, the CITY may terminate this CONTRACT without liability, and in its discretion, may deduct from the CONTRACT price or consideration, or otherwise recover, the full amount of such fee, commission, percentage brokerage fee, gift, or contingent fee that has been paid. SECTION VIII- SUCCESSORS AND ASSIGNS This CONTRACT shall not be assignable except upon the written consent of the parties hereto. ________________________________ CITY MANAGER/DIRECTOR CITY OF PEARLAND, TEXAS DATE ________________________________ CONSULTANT DATE September 30, 2025 Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 10/14/2025 | 4:42 PM CDT CITY OF PEARLAND: Attest: ___________________ Name: ___________________ Title: _____________________ Date: _____________________ Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 City Secretary 10/14/2025 | 8:07 AM CDT Frances Aguilar Professional Services Contract 6 of 6 4/2019 EXHIBIT A PROPOSAL TO PROVIDE EXPERT INTERNAL CONTROL SERVICES Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com 65th North Group GovExcellence Program City of Pearland, TX 65th North Group’s GovExcellence program provides comprehensive ongoing services, as identified by numerous local governments, to meet their most essential consulting needs. This approach relieves staff workload while providing independent expertise. You receive all of these annual services for one affordable fee, designed to enable leaders to showcase their commitment to being among the best in the nation in terms of operational best practices and organizational integrity. The program includes the following core services throughout the year, as needed and on demand: ¨ Executive Recruitment (unlimited, director-level and higher) ¨ Policy Writing & Review (unlimited, as needed) ¨ Monthly P-Card & Fuel Analytics ¨ Presentations to Elected Officials ¨ Executive Leadership Support Plus, you choose five (5) or more customizable services per year based on your organization’s evolving needs. ¨ Organizational, Operational, Staffing & Efficiency Studies ¨ Classification & Compensation Studies ¨ Internal Control & Fraud Risk Vulnerability Studies ¨ Purchasing, Inventory & Fuel Use Verification Audits ¨ Strategic Planning ¨ Strategic Budgeting ¨ Audit Preparation Support The City of Pearland will receive all of these services for a flat annual fee of $149,800. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Unlimited Executive Recruitment (Ongoing Core Service) ♦ Unlimited executive recruitments for department director-level positions and above. ♦ Professionally developed, very high-quality marketing materials. ♦ Personalized outreach efforts. ♦ Advertising in appropriate business-professional publications. ♦ Candidate resume screening. ♦ Candidate interviews are conducted to identify high-quality applicants who are an excellent fit for the organization. ♦ Short-list candidate presentation. ♦ Finalist background investigations completed: o Past work history verification. o Degree verification. o Criminal history checks. o Reference checks. ♦ Finalist packet delivered to the organization. ♦ Assistance with contract negotiation and/or onboarding. ** The only additional cost to the organization is direct pass-through fees for background checks and advertising. If you have a planned retirement, we are here to work proactively to fill the position as soon as you need it filled. If something unexpected arises, we immediately work to fill the position. These services are ongoing, as needed, throughout the year. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Monthly Purchasing Card and Fuel Use Management Data Analytics (Ongoing Core Service) ♦ Analytics for all P-card purchases, monthly: o Identify weekend transactions. o Identify potential policy violations. o Identify purchases without adequate documentation. o Identify possible split transactions. o Identify vendors with only one buyer. o Identify purchase outliers. o Identify purchases without proper approvals. o More, and all reviewed by certified fraud examiners. ♦ Custom report: o All analytics results. o Dashboard summary of several purchasing metrics. Reduce your risk of inappropriate purchases, policy violations, and more through independent expert internal audits of fuel use, purchasing, and inventory management. These services are ongoing every month. We will also write custom purchasing policies for you. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Policy Writing (Ongoing Core Service) ♦ Internal control-related policies: o Any risk areas identified in the internal control and fraud risk vulnerability study. ♦ Policies and procedures development: o Review of policies and procedures in various departments. o Policy updates and new policy development. o Comprehensive coordination between the organization and our team to ensure implementation effectiveness. Relieve your staff of the workload demand required to review and write policies, while ensuring independent expertise in developing your organization’s policies. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Presentations and Updates to Officials (Ongoing Core Service) ♦ We present all draft reports to the appropriate officials: o Reports are reviewed with officials and edits made, if needed. o We strategize the implementation of recommendations. o We deliver a final report. ♦ We will present study results to elected officials, if desired. We ensure effective communication with your organization throughout each process, making it easy for your employees at every step. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Executive Advisory Support (Ongoing Core Service) For the most senior officials in the organization, we offer our expertise and experience by serving as a sounding board for issues that arise throughout the year. We offer discussions on strategy, risks, and benefits of taking specific actions, among other topics, all designed to provide exceptional leadership value. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Classification and Compensation Studies (Customizable Service) ♦ Establishment of scope and objectives. ♦ Development of an internal communications plan. ♦ Data collection: o Current job descriptions. o Organizational charts. o Pay plans and salary schedules. o Budget and staffing levels. o Relevant collective bargaining agreements. ♦ Position description questionnaire distribution. ♦ Stakeholder interviews and job audits, as needed to compare job descriptions, identify overlaps, and predict market alignment. ♦ Job classification analysis. ♦ Evaluation of internal equity. o Ensuring consistency across departments and job families o Reviewing career ladders and promotional opportunities. ♦ Update job descriptions. ♦ Compensation market study. ♦ Pay structure development. o Develop a compensation philosophy. o Design pay structures. o Cost analysis and fiscal modeling. ♦ Final report and presentation. These studies offer significant value to the organization and are readily available when needed. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Organizational, Operational, Staffing, and Efficiency Studies (Customizable Service) ♦ Assess organizational structure o Evaluate alignment of divisions within the department, reporting relationships, and service delivery goals. o Identify redundancies, gaps, or inefficiencies o Recommend streamlined organizational model(s) with clear roles and accountability. ♦ Analyze Operational Workflows and Processes o Map key operational processes and assess workflow efficiency, use of technology, and areas of delay or bottlenecks. o Evaluate cross-department coordination, internal controls, and communication practices. o Identify opportunities to modernize operations through automation, AI, process redesign, or improved procedures. ♦ Evaluation of staffing levels and utilization o Analyze current staffing levels, roles, and span of control by function. o Determine if current staffing levels align with workload, service demands, compliance requirements, and organizational goals. o Recommendation of optimal staffing levels, including shared services or potential realignments. ♦ Enhancement of Efficiency and Effectiveness o Identify cost-savings opportunities and productivity improvements without compromising service quality. o Recommendation of performance metrics, benchmarks, or key performance indicators (KPIs). ♦ Comprehensive final report with recommendations, a prioritized and phased implementation plan, and a best management practices diagnostic assessment. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Internal Control and Fraud Risk Vulnerability Studies (Customizable Service) Identify internal control and fraud risk vulnerabilities throughout the entire organization (much more effective than an annual audit, which is not designed to provide assurance on the organization’s internal controls). Implement best practices and highlight a commitment to organizational integrity. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Purchasing, Inventory, and Fuel Use Verification Audits (Customizable Service – four times annually) ♦ Independent verifications of purchases o Sampling of purchases from across the organization with physical verification that the item(s) or services received were used for government purposes. o Vendor outreach for any items not located to ensure there weren’t any returns for which the organization was unaware. ♦ Independent verifications of inventory management o Inventory records are sampled throughout the organization, with verification through physical hand counts. o Count discrepancies are investigated. ♦ Independent verifications of Fuel Use Management o Comprehensive review and analysis of fuel use throughout the organization, identifying risky fuel transactions. o Policy and procedure recommendations. Significantly reduce your organization’s inventory management, fuel use management, and purchasing risks. This service provides significant preventive and detection controls for asset misappropriation or misuse. It serves as an excellent deterrent. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Strategic Planning (Customizable Service) ♦ Our strategic planning services help individual departments: o Define priorities o Align resources o Drive measurable results ♦ Develop a unified vision and shared goals across leadership and staff. ♦ Ensure long-term alignment of budgets, staffing, and service delivery. ♦ Identify key performance indicators (KPIs) to track progress. ♦ Foster stakeholder engagement and build internal and public confidence. ♦ Supports council and management decision-making. In an era of limited resources and increasing public expectations, a strategic plan is more than a document—it’s a blueprint for sustainable success and operational excellence. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Strategic Budgeting (Customizable Service) ♦ Long-term budget development analysis and assistance. o From assisting your finance staff to full development if needed. o Understand long-term implications of today’s financial environment. o Effectively plan for the organization’s financial future. ♦ Report presentation to executive leadership. This process helps you make informed decisions today, based on effective long-term budgeting methodologies. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2 info@65thnorth.com (480) 386-5344 www.65thnorth.com Audit Preparation (Customizable Service) ♦ We review prior year audit findings: o Help mitigate the risk of continued findings. o Based on existing practices, understand possible future audit risks. ♦ We collaborate with your staff to ensure that your audit preparation is completed on time, allowing your external auditors to perform their duties effectively. o Help ensure that your external auditors can complete their work on time, so your audit report is finished within the state’s required deadline. o Failing to complete your annual external audit on time can result in significant financial and reputational risks. We help you reduce that risk by partnering with your team to prepare for audits. Audits can be time-consuming. Findings must be corrected, and future possible issues must be mitigated. There can be significant financial and public trust consequences for not completing annual external audits on time. We are your trusted partner in this arena. Docusign Envelope ID: 13C27D12-C62F-4959-8065-FE2303A115F2