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HomeMy WebLinkAboutR-2008-027 Joint Purchasing Assessment - NIGP; National Institute of Governmental PurchasingRESOLUTION NO. R-2008-27 A RESOLUTION authorizing and directing the City Manager of the City of Yakima to execute an Interlocal Agreement with Yakima County for 'a Joint Administrative Purchasing Assessment through the National Institute of Governmental Purchasing, Inc. WHEREAS, the City of Yakima, desires to enter into an Interlocal Agreement with Yakima County for a Joint Administrative Purchasing Assessment through the National Institute of Governmental Purchasing, Inc. (NIGP); and, WHEREAS, pursuant to the provisions of RCW 39.34, the City of Yakima may enter into interlocal agreements with other public agencies; and WHEREAS, Yakima County has agreed to enter into the attached agreement with the City of Yakima, which will enable both entities to enter into an agreement with the NIGP to perform the assessment and evaluate the potential for future consolidation of the purchasing functions; and WHEREAS, the City Council deems it to be in the best interest of the City of Yakima to contract with Yakima County for the joint assessment under the terms and conditions set forth in the attached agreement, now, therefore, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF YAKIMA: The City Manager of the City of Yakima is hereby authorized and directed to execute the attached "Interlocal Agreement for a Joint Administrative Purchasing Assessment" through the NIGP with Yakima County, which is attached hereto and by reference made a part hereof. ADOPTED BY THE CITY COUNCIL this 5th day of February, 2008. David Edler, Mayor /- 2DCie"--'7 Interlocal Agreement for a Joint Administrative Purchasing Assessment through the National Institute of Governmental Purchasing THIS AGREEMENT is entered into by and between the City of Yakima, hereinafter denominated as the "City", and Yakima County, herein denominated as the "County". WHEREAS, such agreements are authorized by RCW Chapter 39.34 — Interlocal Cooperation Act. WHEREAS, the City and County desire to execute an Interlocal agreement for a joint administrative purchasing assessment through the National Institute of Governmental Purchasing (NIGP) to evaluate each entities purchasing function and the potential for consolidation of the purchasing functions. NOW, THEREFORE, in consideration of the mutual covenants, conditions, and promises contained herein, the parties hereto mutually agree as follows: A. The City and County shall agree to execute the Joint Administrative Purchasing Assessment contract as submitted by the NIGP. B. The City and County agree to share equally in the costs of the NIGP contract mentioned above unless either the City or County requests additional services beyond the original scope of the NIGP contract. Any additional costs for services beyond the original contract scope must be agreed to in writing if costs are to be shared equally between the City and County. 1. HOLD HARMLESS. a. The County agrees to hold harmless, indemnify, and defend the City, its elected officials, officers, employees, and agents from and against any and all suits, actions, claims, liability, damages, judgments, costs and expenses (including reasonable attorney's fees) (also including but not limited to claims related to alleged mistreatment, or injury) which result from or arise out of the sole negligence of County, its elected officials, officers, employees, and agents in connection with or incidental to the performance or non-performance of the County's services, duties and obligations under this Agreement. b. The City agrees to hold harmless, indemnify, and defend the County, its elected officials, officers, employees, and agents from and against any and all suits, actions, claims, liability, damages, judgments, costs and expenses (including reasonable attorney's fees) which result from or arise out of the sole negligence of the City, its elected officials, officers, employees, and agents in connection with or incidental to the performance or non-performance of the City services, duties and obligations under this Agreement. c. In the event that the officials, officers, agents, and/or employees of both the County and the City are negligent, each party shall be liable for its contributory share of negligence for any resulting suits, actions, claims, liability, damages, judgments, costs and expenses (including reasonable attorney's fees). 1 d. Nothing contained in this Section of this Agreement shall be construed to create a right of indemnification to any third party. 2. IMPLEMENTATION. The County and the City shall be jointly responsible for implementation and proper administration of this Agreement and will refer problems of implementation to the governing bodies for resolution if necessary. 3. TERMINATION. Termination of this Agreement by either party may be accomplished on thirty (30) days written notice to the other party. All costs that have been incurred to the date of termination shall be allocated according to the terms of this agreement. 4. DURATION OF AGREEMENT. The duration of this Agreement shall be from the date of execution of this document through December 31, 2008 unless otherwise terminated in accordance with Section 9. of this Agreement. 5. PROPERTY. It is not anticipated that any real or personal property will be acquired or purchased by the parties solely because of this Agreement. 6. EQUAL OPPORTUNITY. Neither party shall discriminate against any person on the grounds of race, creed, color, religion, national origin, sex, age, marital status, political affiliation or belief or the presence of any sensory, mental or physical handicap in violation of the Washington State Law Against Discrimination (RCW chapter 49.60) or the Americans with Disabilities Act (42 USC 12110 et seq.). In the event of the violation of this provision, the other party may terminate this Agreement immediately. 7. ASSIGNMENT. This Agreement, or any interest herein, or claim hereunder, shall not be assigned or transferred in whole or in part by the County or the City to any other person or entity without the prior written consent of the County or the City. In the event that such prior written consent to an assignment is granted, then the assignee shall assume all duties, obligations, and liabilities as stated herein. 8. NON -WAIVER. The failure of either party to insist upon strict performance of any provision of this Agreement or to exercise any right based upon a breach thereof or the acceptance of any performance during such breach shall not constitute a waiver of any right under this Agreement. 9. SEVERABILITY. If any portion of this Agreement is changed per mutual Agreement or any portion is held invalid, the remainder of the Agreement shall remain in full force and effect. 10. INTEGRATION. This written document constitutes the entire Agreement between the City and the County. There are no other oral or written Agreements between the parties as to the subjects covered herein. No changes or additions to this Agreement shall be valid or binding upon either party unless such change or addition are in writing and executed by both parties. 11. NOTICES. Unless stated otherwise herein, all notices and demands shall be in writing and sent or hand -delivered to the parties to their addresses as follows: 2 City of Yakima: Yakima County: Sue Ownby, Purchasing Manager 129 N. Second Street Yakima, WA 98901 Craig M. Warner, Budget Director 128. N. Second Street, Rm 232 Yakima, WA 98901 or to such other addresses as the parties may hereafter designate in writing. Notices and/or demands shall be sent by registered or certified mail, postage prepaid, or hand - delivered. Such notices shall be deemed effective when mailed or hand -delivered at the addresses specified above. a. GOVERNING LAW. This Agreement shall be governed by and construed in accordance with the laws of the State of Washington. b. APPROVAL AND FILING. Each party shall approve this Agreement by resolution, ordinance or otherwise pursuant to the laws of the governing body of each party. The attested signatures of the Mayor and the Yakima County Commissioners below shall constitute a presumption that such approval was properly obtained. A copy of this Agreement shall be filed with the Yakima County Auditor's Office pursuant to :.CW 39.34.040. CITY OF YAKIMA %, OARD OF YAKIMA COUNTY COMMISSIONERS , awl-, City of Yakima R. A. Zais, Jr., City Manager Date: 01/7/0 o ATTEST: 4-4—Atn-15‘4U ami_ Michael D. Leita, Commissioner Constituting the Board of County Commissioners for Yakima County, Washington \\\\N \( �,KIMA C,1/,. 15th day of January, 2008 Ronald F. Gamache, Chairman Iliott, Commissioner Clerk CITY CONTRAC r RESOLUTION ,.` O •• ••• OAMst • •' of W AVh, () • hiina S. Steiner, Clerk of the Board ▪ • �6//rr , I,• S�,`Api�roved as to form: 3 Paul E. Mcllrath, Senior Deputy Prosecuting Attorney Prac+,/rernenI Mgnc9etzient Assistance Program PROPOSAL For a Joint Administrative Purchasing Assessment Submitted to The City and County of Yakima, Washington July 10, 2007 Submitted by National Institute of Governmental Purchasing, Inc. 151 Spring Street, Suite 300 Herndon VA 20170 (703) 736-8900 ext. 246 e-mail: dmccarthv@nigp.org Excellence in Public Procurement �„tilf^x�N �52`1+5iti'zatxNi:�Y. 'Nu- Excellence to Puolc Procurement PROCUREMENT MANAGEMENT REVIEW Presented to the City and County of Yakima, Washington GENERAL SCOPE OF SERVICES NIGP proposes to conduct a joint administrative review of the City and County of Yakima's overall procurement program. Two NIGP-certified consultants will be assigned to this project. The consultants are backed up by our network of more than 25 procurement professionals who serve as consultants and 2600 member agencies from which we gather benchmarking data and best practices. NIGP will employ a phased approach designed to allow the consultant to study the operation before the site visit and therefore maximize his effectiveness during the visit. Phase One: Planning and Preparation During this initial preparation phase, the NIGP Consultants will establish the necessary working relationships with both City and County Procurement departments. Major work elements during this phase will include: 1. Review of the Procurement Regulations, Policies and Procedures to identify potential changes to provide for more effective and efficient operations. 2. Review of current operating Purchasing Methods for potential changes to streamline the method of operations. 3. Review and analysis of the NIGP Procurement Agency Satisfaction Survey (PASS) administered to procurement clients in advance of the on-site visit to obtain feedback about both procurement operations. 4. Develop data collection templates for the on-site phase. 5. Obtain data regarding departmental budgets, workload statistics and staffing (including organization charts and position descriptions). Phase Two: On -Site Data Collection and Interviews The on-site phase will commence with an entrance meeting with the Directors of Procurement to ensure a common understanding of the corporate vision, expectations and concerns related to the consolidation of the procurement functions. 1. Conduct structured interviews with procurement staff and senior management officials at both the City and County to assess the current operation and define opportunities for NIGP PMAP Proposal — City and County of Yakima, WA — Page 2 of 16 July 10, 2007 developing more efficient methods of operation. Specifically, the following functions and aspects will be assessed: • Enabling legislation, statues and codes • Purchasing Policies, Procedures, Methodology, Control of Requisitions and Purchase Orders • Interdepartmental Relationships to include levels of delegation of authority to using departments • Purchasing Card program • Electronic commerce initiatives • Management Reports • Organization and Staffing • Benchmarking and "Best Practices" 2. Review and analysis of procurement management data maintainedby both the City and County concerning the above -listed functions. This data will allow the consultants to assess the current workloads and staffing. 3. Develop a benchmark of both the City and County's procurement function based on NIGP and associated research studies. 4. Conduct a limited review of the City and County's automated purchasing system and what data it provides to enhance operations of the procurement function and how it could best be used to facilitate greater efficiency on consolidation. 5. Review of previous audit reports pertaining to the purchasing activity. At the conclusion of the on-site phase, the Consultants will present an exit briefing, outlining preliminary findings and potential areas for recommendation. Phase Three — Analysis and Report Generation During this phase, the Consultants will assess the data collected during the on-site visitation and evaluate the observations, findings during the previous phases, and the customer survey responses. At the conclusion of the analysis phase, NIGP will deliver a draft report to include findings as well as specific action -oriented recommendations that are both meaningful and relevant. Recommendations will directly respond to both the City and County's interest in making its procurement activity expeditious, efficient, and effective. In order to help form the basis for a business improvement plan, recommendations will be detailed as Short Term (0 — 3 months), Medium Term (3 — 12 months) and Long Term (over 12 months) with an indication in each case whether the recommended action would better be conducted by internal or external resources. All deliverables will be presented to the City and/or County in draft format for review and comment prior to delivery of the final report. Support Provided by the Client The lead agency shall: NIGP PMAP Proposal — City and County of Yakima, WA — Page 3 of 16 July 10, 2007 • Forward the reports and information requested to the Consultants for review prior to beginning Phase 1. • Provide access to files and policies and procedures. • Identify suitable workspace for the Consultant with access to a telephone and a photocopier. • Identify both City and County personnel to be interviewed and schedule interviews. Experience • Procurement Management Review, City of Louisville/Jefferson County, KY NIGP conducted a comprehensive review of the Purchasing Department that serves both the City of Louisville and Jefferson County. The review included policy and procedures; organization and staffing; buying assignments and workload; procurement methods; information and computer technology; user's perception of the program and a comparative analysis with cities of similar size. • Procurement Management Review and e -Procurement System Review, City of Naperville, Illinois Phase one consisted of a limited scope procurement management review which resulted in adoption of a new procurement ordinance and staff re-classification. Phase two consisted of a comprehensive e -procurement system review. • Procurement Management Review, Policy Development and Regulations, Public Health Trust of Miami -Dade County. NIGP conducted a limited scope procurement management review, focusing on policies and staffing. Subsequently, NIGP was engaged to draft both the new procurement policy and regulations. The policy was adopted December 19, 2005 and the Regulations on February 1, 2006. • Procurement Practices Review, Architectural and Engineering Design Services, Pima County, Arizona NIGP conducted a comprehensive review of the County's procurement of design and construction services. In its report to the Board of Supervisors, NIGP made specific recommendations with respect to the County's Procurement Code, policies, procedures and workflows to improve transparency of the process. • Centralized Procurement Model, Policies and Organization, City of Pasadena, Texas NIGP drafted a Procurement Code and Regulations for the City. In addition, NIGP conducted a benchmark analysis to determine staffing levels and provided recommendations and an implementation play} regarding centralization of the purchasing process. • Procurement Management Review, Miami -Dade County, Florida NIGP conducted a review of Miami-Dade's procurement practices to include existing policies and authority, organization and staffing, procurement methods and practices, information technology applications, and an assessment of customer satisfaction. These findings were compiled into an Executive Summary with specific recommendations for program enhancement. NIGP PMAP Proposal — City and County of Yakima, WA — Page 4 of 16 July 10, 2007 • Comprehensive Business Process Review, City of Kansas City, Missouri NIGP interviewed internal and external customers of the City's Division of Purchasing and Supplies. NIGP also examined the City Charter, Code of Ordinances, Administrative Regulations and the Manual of Instructions. Additionally, NIGP assessed the City's procurement organization, studied methods of procurement, reviewed the use of technology, surveyed customer satisfaction, reviewed supplier relations, and identified benchmarks and 'best practices'. • Organization & Staffing Study, Office of Contracting & Procurement, Washington, DC NIGP conducted desk audits with about 110 purchasing personnel working in 21 different agencies in the District to determine exactly what purchases were being made where and by whom. This data was combined with financial system generated data and applied to a specially developed model to analyze the District's procurements. The resulting report made recommendations for a new organization designed to centralize a portion of the business and to redistribute staff positions accordingly. • Operational Analysis of Procurement Processes, City of Miami Beach, Florida NIGP conducted an operational analysis of the City's current processes relative to the issuance of solicitations. Emphasis was placed on significantly increasing the number of respondents to City bids, RFPs and RFQs. • Development of Policy & Procedures Manual, City of Baltimore, Maryland NIGP reviewed City Charters, Codes and Administrative Manuals and developed a Purchasing Policy and Procedures Manual to be followed by the Bureau of Purchases and the City's requesting agencies. The manual also incorporated recommendations made following a review of City Audit Reports. • Procurement Management Review, State of New York, Office of the State Comptroller NIGP reviewed the purchasing process to include organization and staffing, staff assignments, workflow, and performance measurement and made recommendations for improvement. • Develop Position Descriptions, Prince William County Public Schools, VA NIGP administered a questionnaire designed to capture the significant duties and responsibilities of the purchasing staff and developed new position descriptions for the department. • Procurement Management Review, City of Santa Monica CA NIGP conducted a comprehensive review of the purchasing function in the City and responded to 20 detailed issues prepared by the City. The report presents over 40 recommendations designed to improve purchasing in the City of Santa Monica by revising policies, embracing new technology, and infusing best practices into the operation. • Procurement Policy Manual Review, Coconino County, AZ NIGP reviewed the draft Procurement Policy Manual for Coconino County and made recommendations to make the manual a more comprehensive and complete manual. NIGP PMAP Proposal — City and County of Yakima, WA — Page 5 of 16 July 10, 2007 • Procurement Policy Manual Review, Workers Compensation Board, Alberta, Canada NIGP reviewed the draft Procurement Policy Manual for the Workers Compensation Board and made recommendations to make the manual a more comprehensive and complete manual. • Procurement Management Review, City of Burbank, CA NIGP reviewed the Purchasing Department to determine whether the purchasing process supported the needs of the City. The resulting report was briefed to the City Council who accepted the report and is closely monitoring the City's progress in adopting our recommendations. NIGP is assisting in the implementation phase of the project by reviewing plans, policies, and procedures. • Procurement Management Review, New York City Board of Education, NY NIGP reviewed the purchasing practices of the central purchasing office for City's school system. The comprehensive review resulted in a report containing 18 recommendations for immediate improvement of the operation. • Procurement Management Review, City of Chicago, IL. NIGP reviewed the purchasing process and made recommendations for its improvement. We addressed the contract award process, enabling state and municipal laws, and the contract modification process. The final report outlined six areas of concern and made 41 specific recommendations. • Procurement Management Review, City of Manchester, NH NIGP subcontracted. for Melanson, Heath & Co to write the audit protocol and to guide the analysis and propose recommendations for an audit of the City of Manchester, NH. • Procurement Management Review, City of Gallup, Gallup, NM. This audit was a comprehensive review of the purchasing and material management function for the city. The scope included policy and procedures; organization and staffing; buying assignments and workload; procurement methods; information and computer technology; user's perception of the program; and a comparative analysis with cities of similar size. • Procurement Management Review, City of Yuma, Yuma, AZ This audit was a comprehensive review of the purchasing and material management function for the city. The scope included policy and procedures; organization and staffing; buying assignments and workload; procurement methods; information and computer technology; user's perception of the program; and a comparative analysis with cities of similar size. NIGP PMAP Proposal — City and County of Yakima, WA — Page 6 of 16 July 10, 2007 NIGP's Leadership in Public Procurement NIGP Commodity and Service Code In 1983, NIGP conducted a survey in North America on procurement automation. Of those responding, 79% indicated a need for assistance in automating their procurement process, and 83% expressed a strong interest in a standard commodity/services code. As a result, NIGP released the first version of the NIGP Code in 1984. Since then the NIGP Code has been adopted by more than 1,400 government users and continues to grow. The Code is now available as a 3 -digit class code, a 5 -digit class -item code, a 7 - digit class -item -group code; and a detailed 11 -digit code. The NIGP Commodity and Service Code is the solution that, when mixed with a good procurement software package, brings order and efficiency to public procurement programs. As of 2006, the NIGP Code has been translated into Spanish as well as cross -walked to the NAICS and the UN/SPSC coding systems. NIGP's Sponsorship of Procurement Automation in the mid/late I980's Also as a result of the 1983 survey, NIGP entered into a marketing agreement in the mid- 1980's with Advanced Procurement Systems (APS) to promote adoption of the first PC-based procurement automation system specifically designed for state and local governments. NIGP helped APS identify members who were willing to participate as beta sites for development of the software. NIGP conducted workshops at the annual Forum that focused on the benefits of automation and the process for successful implementing an automated procurement system. Through this partnership, NIGP and its members helped define the functional requirements that were written into the software application, thus meeting the unique needs of public purchasers. This marketing agreement was allowed to expire in the early 1990's once a number of competing solutions had been introduced and initial reluctance by public entities to adopt procurement automation had been overcome. NIGP's Participation in Standardization through NECCC and OASIS National Electronic Commerce Coordinating Council The National Institute of Governmental Purchasing (NIGP) serves on the National Electronic Commerce Coordinating Council (NECCC) as an Executive Committee Signatory. The National Electronic Commerce Coordinating Council is an alliance of national state government organizations dedicated to the advancement of electronic commerce within the states. Its board of directors expects to pursue strategies to advance electronic commerce within the states that include: NIGP PMAP Proposal — City and County of Yakima, WA — Page+,' of 16 July 10, 2007 facilitating the coordination of electronic commerce adoption in the states through various means, such as participation in pilot projects and the dissemination of best practices in state electronic commerce, conducting an annual conference to study innovations in technology and review successful electronic commerce projects, and maintaining and expanding its web site for promotion and the distribution of association materials. Additionally, five issues -related work groups have been formed to address current technology issues: Citizen Confidence and Trust Electronic Government Best Practices Electronic Procurement Electronic Signatures Research and Development NIGP joins a select group of signatory associations including the National Association of State Auditors, Comptrollers and Treasurers (NASACT) . and the National Association of Secretaries of State (NASS). Affiliate organizations include the Information Technology Association of America, the National Automated Clearinghouse, the National Association of State Chief Administrators, the National Association of State Treasurers and the National Association of Government Archives and Records Administrators. Through its alignment with NECCC, NIGP plays an active role as a strategist for eGovernment and eProcurement issues. Organization for the Advancement of Structured Information Standards The National Institute of Governmental Purchasing (NIGP) is a member of the Organization for the Advancement of Structured Information Standards (OASIS) - a not-for-profit, global consortium that drives the development, convergence and adoption of e-business standards. OASIS has more than 600 corporate and individual members in 100 countries around the world. OASIS and the United Nations jointly sponsor ebXML, a global framework for e- business data exchange. OASIS also operates XML.orq, a community clearinghouse for XML application schemas, vocabularies and related documents. OASIS produces worldwide standards for security, Web services, XML conformance, business transactions, electronic publishing, topic maps and interoperability within and between marketplaces. NIGP PMAP Proposal — City and County of Yakima, WA — Page 8 of 16 July 10, 2007 NIGP's key involvement is focused on the development of Global Electronic Procurement Standardization. The OASIS Electronic Procurement Standardization (EPS) Technical Committee works to analyze requirements for electronic procurement processes, identify gaps, and recommend new standards as needed. To facilitate the adoption of its work, the OASIS EPS Technical Committee has secured broad global representation from the entire supply chain. Participants include NIGP as well as the National Association of State Procurement Officials (NASPO), the Institute for Supply Management (ISM), the Information Society Standardization System of the European Standards Committee (CEN/ISSS), RosettaNet, SeeBeyond, and others. NIGP's Research into e -Procurement and e -Commerce through the Public Procurement Research Center As part of its regular research agenda, NIGP annually surveys its membership on issues and initiatives related to e -Commerce and e -Procurement. Results from these surveys serve as benchmarks for the profession, as well as springboards for further scholarly research through the Public Procurement Research Center (PPRC), a partnership between NIGP and Florida Atlantic University. Each year the PPRC delves into components of e -Commerce and e -Procurement, the results of which are published in the Journal of Public Procurement and through presentations to the NIGP membership and procurement symposiums world-wide. NIGP's Annual e -Procurement Symposium 2006 marks the fifth year of NIGP's e -Procurement Symposium. As the world of government e -procurement technology continues to mature, government procurement officials often face decision-making situations without a credible base of knowledge. This symposium provides the educational platform where participants can identify the advantages and disadvantages of a variety of available solutions, as well as creates the opportunity for valuable dialogue between the experts and the decision -makers. Within its membership, NIGP has found a strong cadre of e -Procurement technology experts who are enthusiastic about sharing their knowledge with fellow practitioners. Respected practitioners in state and local governments and specialized authorities give presentations based on their experiences. Each presentation includes first-hand perspectives on implementing, managing and developing systems as solutions. Additional networking sessions allow participants to interact in a free exchange of ideas. Each year, the relevant agenda allows attendees to begin to develop their own strategy for success amidst the changing rules and government climate NIGP'S Sponsorship of the Original 1979 and 2000 Revision of the American Bar Association's Model Procurement Code The concept of the American Bar Association's (ABA) Model Procurement Code for State and Local Governments as a standard for state and local procurement law. NIGP believes that NIGP PMAP Proposal — City and County of Yakima, WA — Page 9 of 16 July 10, 2007 the Code has serves as a useful basis for improving the statutes and ordinances that provide the legal framework for state and local procurement; and The NIGP Board endorses the concept of the original Model Procurement Code established in 1979 and its subsequent 2000 revision by providing financial support to revise and update the Code on a continuing basis. The Code, as currently drafted, contains model language that states and local governments can use to align their enabling authority with continuing changes in society, technology, and procurement practices. When adopted by a state and local government, these provisions authorize electronic commerce, facilitate cooperative procurement, encourage the delegation of procurement authority, and provide the procurement officer with greater flexibility in special circumstances. Financial Proposal Professional Fees NIGP proposes to perform the tasks associated with this project for the not -to -exceed fee of $28,000 for professional services. Should it be requested by the client, NIGP proposes to perform an on-site presentation of the final report for the not -to -exceed fee of $4,000 for professional services. The detailed cost proposal for this engagement is as follows : NIGP PMAP Proposal — City and County of Yakima, WA — Page 10 of 16 July 10, 2007 Joint Administrative Purchasing Assessment Task Function Senior Consultant Consultant TOTAL 1 Planning and Preparation 20 16 36 1.1 Review Background Info. 16 16 32 1.2 Develop Interview Documents 4 0 4 2 On -Site Data Collection 38 38 76 2.1 Team Planning Session 2 2 4 2.2 Interviews: Purchasing Staff 8 8 16 Senior Management 6 6 12 NP, IT, Legal, etc. 10 10 20 2.3 Data Collection, Workflow 2 6 8 2.4 Technology Assessment: 4 4 2.5 Review Assessment Analysis 4 4 8 2.6 Review Assessment Mtg. 2 2 4 3 Analysis, Conclusions 36 12 48 3.1 Consolidation Analysis 4 4 8 3.2 Benchmark Analysis 4 0 4 3.3 Technology Analysis 4 0 4 3.4 Policy Analysis 4 0 4 3.5 Draft Report 20 8 28 3.6 Final Written Report 4 0 4 TOTAL HOURS 94 66 160 Hourly Rate $175 $175 Total Fees $16,450 $11,550 $28,000 Travel and Administrative Task 2 Air Fare $400 $500 $900 Lodging 900 900 $1,800 Meals 260 260 $520 Car Rental 400 $400 Local Transportation 125 125 $250 Contingency 115 115 $230 Travel Total $2,200 $1,900 $4,100 Administrative $2,500 0 $2,500 ENGAGEMENT TOTAL $34,600 Any work beyond the scope of this engagement, as well as any work following on directly from this engagement, is subject to prior approval by the lead agency on behalf of the City and County. It will be performed at the hourly professional fees quoted in the following section. NIGP PMAP Proposal - City and County of Yakima, WA - Page 11 of 16 July 10, 2007 Consultant Fee Schedule Lead Consultant Senior Consultant Junior Consultant $200 per billable hour (on projects over 200 hours) $175 per billable hour $150 per billable hour Travel Expenses Professional fees do not include travel costs. Travel costs include coach airfare, lodging meals ($45 per day per consultant), car rental, local transportation, parking, and other reasonable and customary expenses. The City/County shall reimburse NIGP for actual costs incurred for travel expenses. Travel expenses for this engagement are estimated to be $4,100. Progress Payments Based on the following schedule, progress payments shall be due within thirty calendar days following receipt of an invoice from NIGP: Completion of Phase 2: On -Site Data Collection 30% Submission of Draft Report 50% Submission of Final Report 20% In the event that the project is delayed by more than fourteen days, NIGP may request additional progress payments for work completed. Project Schedule Upon acceptance of this proposal, NIGP's Consultants will develop a project schedule in consultation with the project's authority. In the event that additional on-site meetings are required, they shall be deemed additional consulting services. For any on-site visit, there is a minimum fee of eight billable hours at the appropriate rates shown above. Indemnification NIGP agrees to protect, defend, indemnify, exonerate, and hold harmless the City and County, its elected officials, agents, officers, and employees (hereinafter "parties protected") from (1) any and all claims, demands, liens, lawsuits, administrative and other proceedings, and (2) any and all judgments, awards, losses, liabilities, damages (including punitive or, exemplary damages), penalties, fines, costs and expenses (including legal fees, costs, and disbursements) for, arising out of, or related to any actual or alleged death, injury, damage or destruction to any person or any property to the extent solely or concurrently caused by, arising out of, or related to any actual or alleged act, action, default or omission (whether intentional, willful, reckless, negligent, inadvertent, or otherwise) resulting from, arising out of, or related to NIGP's provision of services. NIGP further agrees that it specifically and expressly waives its immunity under industrial insurance, Title 51 RCW, or immunity under any other provision of law to, the extent of the obligations assumed to the parties protected hereunder. NIGP PMAP Proposal — City and County of Yakima, WA — Page 12 of 16 July 10, 2007 Insurance a. Commercial Liability Insurance. Before this Agreement is fully executed by the parties, NIGP shall provide the City and County with a certificate of insurance as proof of commercial liability insurance with a minimum liability limit of One Million Dollars ($1,000,000.00) combined with single limit bodily injury and property damage. The certificate shall clearly state who the provider is, the coverage amount, the policy number, and when the policy and provisions provided are in effect. Said policy shall be in effect for the duration of this Agreement. The policy shall name the City and the County, its elected officials, officers, agents, and employees as additional insureds, and shall contain a clause that the insurer will not cancel or change the insurance without first giving the City thirty (30) calendar days prior written notice (any language in the clause to the effect of "but failure to mail such notice shall impose no obligation or liability of any kind upon the company" shall be crossed out and initialed by the insurance agent.) The insurance shall be with an insurance company or companies rated A -VII or higher in Best's Guide and admitted in the State of Washington. b. Commercial Automobile Liability Insurance. Before this Agreement is fully executed by the parties, NIGP shall provide the City and County with a certificate of insurance as proof of commercial automobile liability insurance with a minimum liability limit of One Million Dollars ($1,000,000.00) combined single limit bodily injury and property damage. The certificate shall clearly state who the provider is, the coverage amount, the policy number, and when the policy and provisions provided are in effect. Said policy shall be in effect for the duration of this Agreement. The policy shall name the City and the County, its elected officials, officers, agents, and employees as additional insureds, and shall contain a clause that the insurer will not cancel or change the insurance without first giving the City thirty (30) calendar days prior written notice (any language in the clause to the effect of "but failure to mail such notice shall impose no obligation or liability of any kind upon the company" shall be crossed out and initialed by the insurance agent.) The insurance shall be with an insurance company or companies rated A -VII or higher in Best's Guide and admitted in the State of Washington. c. Professional Liability Insurance. Before this Agreement is fully executed by the parties, NIGP shall provide the City and County with a certificate of insurance as evidence of Professional Errors and Omissions Liability Insurance with coverage of at least One Million Dollars ($1,000,000.00) per occurrence and an annual aggregate limit of at least One Million Dollars ($1,000,000.00). The certificate shall clearly state who the provider is, the amount of coverage, the policy number, and when the policy and provisions provided are in effect. The insurance shall be with an insurance company rated A -VII or higher in Best's Guide. If the policy is on a claims made basis, the retroactive date of the insurance policy shall be on or before September 1, 2005, or shall provide full prior acts. The insurance coverage shall remain in effect during the term of this Agreement and for a minimum of three (3) years following the termination of this Agreement. PROJECT CONSULTANT The National Institute of Governmental Purchasing is pleased to recommend the selection of the professional listed below as primary consultant for this engagement. NIGP PMAP Proposal - City and County of Yakima, WA - Page 13 of 16 July 10, 2007 Philip E. Scales, CPPO — Senior Consultant Mr. Scales is a senior -level PMAP consultant for NIGP. Mr. Scales has provided comprehensive consulting services to state and local governments in purchasing and materials management. Prior to joining the NIGP PMAP team in 1995, Mr. Scales was Director of Purchasing for the County of Lake, Illinois. In 1996 Mr. Scales served as a technical advisor to the State of New Jersey Procurement Task Force and prepared the final report submitted to then -Governor Christine Todd Whitman. Mr. Scales has led and served on Procurement Management Review teams from the National Institute of Government Purchasing (NIGP) in the City of Chicago; Lousiville/Jefferson County Kentucky, for the Houston Community College System, District of Columbia Public Schools; Miami Public Health Trust, as well as consulted for Pennsylvania State University. Other projects include the development of procurement staffing and organizational plans for: the. District of Columbia; procurement reviews for the State of Kansas; and reviews for the cities of Aurora, Colorado, Baltimore, Maryland, and San Jose, California, Pasadena, Texas, and Pima County, Arizona. It must be noted that the final selection NIGP consultants is dependent upon the tentative award of the contract to NIGP and the ensuing dates when the work must be completed. Each NIGP consultant serves other NIGP contracts as well as business concerns — and may not be available to serve this project at the time of award. For this reason, NIGP and agency representatives shall negotiate the final selection of NIGP Consultants prior to the execution of the agreement. The City and County will be working with Dr. Donna McCarthy, CPPO, CPPB, C.P.M., NIGP's PMAP Program Director and contact for administrative matters with regard to this engagement. Donna T McCarthy, PhD. CPPO, CPPB, C.P.M. — NIGP's PMAP Program Manager The County's contact at NIGP shall be Donna McCarthy, CPPO, CPPB, C.P.M., Director of Research and Technical Resources for the Institute. Dr. McCarthy has worked in the procurement field for over 25 years, serving in both the public and private sectors. She has served as a Purchasing Director for Counties, Special Taxing Districts and School Districts. NEXT STEPS The City and County are encouraged to review this proposal to ensure consistency with the intended outcomes. The scope can be expanded or modified if desired. If the scope is modified, a discussion on the proposed approaches should then be pursued so a revised cost proposal can be generated. If you have any questions regarding this proposal, please contact Dr. Donna McCarthy, CPPO, CPPB, C.P.M., Director, Research and Technical Resources, 800-367-6447 x246. The National Institute of Governmental Purchasing (NIGP) looks forward to working with the City and County of Yakima. SUBMITTED BY: NIGP PMAP Proposal — City and County of Yakima, WA = Page 14 of 16 July 10, 2007 Rick Grimm, CPPO, CPPB NIGP Chief Executive Officer NIGP PMAP Proposal — City and County of Yakima, WA — Page 15 of 16 July 10, 2007 ACCEPTED BY: ATTEST: Deborah J. Moore; City Clerk ATTESt: ,;•. 0` . 11111111 by by by by kla /1 1 1\22 \c Christina S. Steiner, Clerk of the Board Tiera L. Girard Deputy Clerk of the Board " CITY OF YAKIMA R.A. Zais, Jr., trey Manager YAKIMA COUNTY Ronald F. Gamache, Chairman tuz and Elliott, Commissioner Michael D.`Ceita, Commissioner Constituting the Board of County Commissioners for Yakima County, Washington ED AS TO FORM: Deputy Prosecuting Attorney of Yakima Coo NIGP PMAP Proposal - City and County of Yakima, WA - Page 16 of 16 July 10, 2007 • r BUSINESS OF THE CITY COUNCIL YAKIMA, WASHINGTON AGENDA STATEMENT Item No. ' t5 For Meeting of February 5, 2008 ITEM TITLE: A Resolution authorizing an Interlocal Agreement with Yakima County for a Joint Administrative Purchasing Assessment through the National Institute of Governmental Purchasing, Inc. SUBMITTED BY: Dave Zabell, Assistant City Manager - 575-6040 CONTACT PERSON: Sue Ownby, Purchasing Manager - 576-6695 SUMMARY EXPLANATION: Staff respectfully requests approval to enter into an agreement with Yakima County to execute a Joint Administrative Purchasing Assessment through the National Institute of Governmental Purchasing, Inc. (NIGP). The assessment will evaluate each entities procurement operation and the potential for future consolidation of the purchasing functions. The City and County will share equally in the costs of the NIGP study. Such agreements are authorized by RCW Chapter 39.34 - Interlocal Cooperation Act. Resolution X Ordinance _ Contract _ Other (Specify)Agreement Funding Source: $17,300 - General Fund Resery APPROVED FOR SUBMITTAL: City Manager STAFF RECOMMENDATION: Adopt Resolution authorizing and directing the City Manager of the City of Yakima to execute an Interlocal Agreement for a Joint Administrative Purchasing Assessment through the NIGP. BOARD/COMMISSION RECOMMENDATION: COUNCIL ACTION: Adopt Resolution