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HomeMy WebLinkAboutItem 05 Approval of Assignment and Renewal of ARPA Consulting Contract City of Ocoee ▪ 1 N. Bluford Avenue ▪ Ocoee, Florida 34761 Phone: (407) 905-3100 ▪ www.ocoee.org STAFF REPORT Meeting Date: April 16, 2024 Item #: 5 Contact Name: Rebecca Roberts Department Director: Rebecca Roberts Contact Number: Ext. 1520 City Manager: Robert Frank Subject: Approval of Assignment and Renewal of ARPA Consulting Contract. (Finance Director Roberts) Background Summary: On November 16, 2021, the City entered into a contract with Government Services Group, Inc. (GSG) for American Rescue Plan Act (ARPA) Funding Consulting Services. Over the course of the contract, GSG has provided expert consulting services to assist the City in managing, monitoring, and reporting on the use of ARPA funds. Earlier this year, the City received notification from Anser Advisory Consulting, LLC regarding its acquisition and integration of GSG, and is requesting the City to approve the transfer of the contract to Anser Advisory as GSG will eventually become inactive. As a result of the integration of GSG, Anser Advisory is familiar with the City's ARPA reporting. Due to the unique and complex requirements of ARPA, staff recommends the City to assign and renew the contract with Anser Advisory Consulting as this firm is familiar with the City’s ARPA reporting requirements, which will provide the City with no disruption in meeting the timely reporting requirements. Issue: Should the Honorable Mayor and City Commissioners assign the contract to Anser Advisor Consulting and renew the contract for ARPA Funding Consulting Services? Recommendations: Staff recommends the Honorable Mayor and City Commissioners: 1.) Approve the assignment of the contract as requested by Anser Advisory Consulting; 2.) Approve the Amendment and renew the contract for ARPA Funding Consulting Services; and, 3.) Authorize the Mayor, City Clerk, and Staff to execute the required contract documents. Attachments: 1. Request for Assignment 2. Consent to Assignment 3. Contract ARPA Consultant - GSG 4. Amendment to Agreement Financial Impacts: Funding will come from the ARPA Grant as an administrative cost. City of Ocoee ▪ 1 N. Bluford Avenue ▪ Ocoee, Florida 34761 Phone: (407) 905-3100 ▪ www.ocoee.org Type of Item: Consent ANSERADVISORY.COM 529 E Crown Point Road, Suite 170, Ocoee, FL 34761 T. 407.897.5354 info@anseradvisory.com January 9, 2024 Michelle Hill Procurement Assistant City of Ocoee 1 North Bluford Avenue Ocoee, FL. 34761 Dear Ms. Hill We are pleased to advise that Government Services Group, Inc. (GSG) completed an acquisition by Anser Advisory Consulting, LLC (Anser Advisory) on November 5, 2021. We have now completed our transition and are operating as a fully integrated team. To learn more about all the services we provide, please visit our website at www.anseradvisory.com. We politely request that you approve the transfer of our existing contract entity to Anser Advisory Consulting, LLC (FEIN: 54-2078311). The former contracting entity Government Services Group, Inc (FEIN: 59-3419105) is a wholly owned subsidiary of Anser Advisory, LLC and will eventually become inactive. You should have already received new Insurance Certificates, an updated W-9 form, and a new Remittance notification. We are in the process of updating all Business Licenses at the time of renewal. Any RFPs that we respond to in the future will be under the name of Anser Advisory Consulting, LLC. We thank you for your ongoing support and look forward to continuing to provide you with the highest quality of services in the industry. Please do not hesitate to contact me with any questions or comments; I would love to hear from you. Sincerely, Adam Shaw Chief Delivery Officer adam.shaw@anseradvisory.com CONSENT TO ASSIGNMENT OF CONTRACT The City of Ocoee hereby acknowledges and consents to the assignment/transfer of the following Agreement, a copy of which is attached hereto as Exhibit A and incorporated herein by this reference, from Governmental Services Group, Inc. (Assignor) to Anser Advisory Consulting, LLC (Assignee): Agreement Date: November 16, 2021 Agreement Name and Description of Services: ARPA Funding Consulting Services. Agreement to Piggyback on a Contract for Services Bid by Another Governmental Entity (State of Florida Department of Management Services (DMS), Contract No. 80101500-20-1. APPROVED: ATTEST: CITY OF OCOEE, FLORIDA ________________________________ __________________________________, Melanie Sibbitt, City Clerk Rusty Johnson, Mayor DATE:___________________________ (SEAL) FOR USE AND RELIANCE ONLY BY APPROVED BY THE OCOEE CITY THE CITY OF OCOEE, FLORIDA. COMMISSION AT A MEETING HELD APPROVED AS TO FORM AND LEGALITY ON APRIL 16, 2024, UNDER AGENDA this ____ day of __________________, 20___. ITEM NO. _____. FISHBACK DOMINICK BY: Richard S. Geller, Esq., City Attorney Amendment to Agreement for ARPA Funding Consulting Services Page | 1 AMENDMENT TO AGREEMENT FOR ARPA FUNDING CONSULTING SERVICES THIS AMENDMENT (“Amendment”) is entered into on the _____ day of _________________, 2024, by and between the CITY OF OCOEE, a Florida municipal corporation, whose address is 1 N. Bluford Avenue, Ocoee, FL 34761 (“City”), and ANSER ADVISORY CONSULTING, LLC (“Contractor” or “Consultant”), a Delaware limited liability company authorized to do business in the State of Florida whose address is 2677 N. Main Street, Suite 400, Santa Ana, CA 92705; hereinafter referred to as the “Parties”. WHEREAS the Parties entered into the Contract which became effective on November 16, 2021, for the provision of ARPA Funding Consulting Services; and WHEREAS the Parties agreed that the Contract may be amended by mutual agreement as provided in the Contract Documents; and WHEREAS the Parties agree to renew the Contract; and WHEREAS City desires for Consultant to continue to provide ARPA Funding Consulting Services and Consultant agrees to continue to provide these services. ACCORDINGLY, and in consideration of the mutual promises contained in the Contract Documents, the Parties agree as follows: Contract Amendments: I. Contract Extension. The Contract is amended to extend the Contract for a period of three years, until February 29, 2027, and until the City has met all reporting requirements of the ARPA grant. II.Contract Exhibits. The Contract is amended to add the following Exhibits D-L: Exhibit D – Byrd Anti-Lobbying Amendment Certification Exhibit E – SAM.GOV Registration Information Exhibit F – Bid Conflict of Interest Disclosure Exhibit G – Non-Collusion Affidavit Exhibit H – Contractor E-Verify Affidavit Exhibit I – Certification of Nonsegregated Facilities Exhibit J – Drug-Free Workplace Certification Exhibit K – Certification Regarding Scrutinized Companies List Exhibit L – Certification of Nondiscriminatory Labor Practices III.Conflict. To the extent any of the terms of this Amendment conflict with the terms of the Contract, the terms of this Amendment shall control. IV.Effect. Unless otherwise modified by this Amendment, all terms and conditions contained in the Contract shall continue in full force and effect. This Amendment is effective when signed by both Parties. V. Warranty of Authority. Each person signing this Amendment warrants that he or she is duly authorized to do so to bind the respective party. Amendment to Agreement for ARPA Funding Consulting Services EXHIBIT “D” BYRD ANTI-LOBBYING AMENDMENT CERTIFICATION The undersigned, [Company] certifies, to the best of his or her knowledge, that: 1.No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. 2.If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form - LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions. 3.The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31, U.S.C. § 1352 (as amended by the Lobbying Disclosure Act of 1995). Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. Contractor, , certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. In addition, the Contractor understands and agrees that the provisions of 31 U.S.C. § 3801 et seq., apply to this certification and disclosure, if any. Signature of Contractor’s Authorized Official Name and Title of Contractor’s Authorized Official Date Anser Advisory Consulting, LLC Anser Advisory Consulting, LLC Corey Burbach, Senior Vice Pesident 03/29/2024 Amendment to Agreement for ARPA Funding Consulting Services EXHIBIT “E” SAM.GOV REGISTRATION INFORMATION In accordance with applicable federal requirements, the City of Ocoee will verify all bidders on SAM.gov (System for Award Management) for federal debarment or suspension exclusions as a responsibility determination. The City of Ocoee requires the successful Bidder to register with Sam.gov, if not already registered, prior to execution of this contract. Contractor: ______________________________________________________________ Unique Entity ID (UEI) number: __________________________________________ CAGE Code: __________________________________________________________ Physical Address: ______________________________________________________ ______________________________________________________ ______________________________________________________ Expiration date of Registration: ___________________________ Anser Advisory Consulting, LLC CZGKBBW1ZV41 95B27 February 28, 2025 529 E Crown Point Road, Suite 170 Ocoee, Florida 34761 Amendment to Agreement for ARPA Funding Consulting Services EXHIBIT “F” BID CONFLICT OF INTEREST DISCLOSURE FORM Award of this contract is subject to the provisions of Chapter 112, Florida Statutes. Bidder must disclose: the name of any City of Ocoee employee, Mayor or City Commissioner, other City Official, City Consultant(s) who owns assets or capital stock, directly or indirectly, in Bidder’s firm or any of its branches, or would directly or indirectly benefit by the profits or emoluments of this Bid. (Indirect ownership or benefit applies to any members of his or her immediate family.) Bidder certifies that no member of the entity’s ownership or management is presently applying for an employee position or actively seeking an elected position with the City. In the event a conflict of interest is identified in the provision of services, Bidder agrees to immediately notify the City in writing. The purpose of this disclosure form is to give the City the information needed to identify potential conflicts of interest for the City Commission, Staff, and other key City employees and consultants involved in the award of this contract. According to Chapter 112, Florida Statutes, the term “conflict of interest” “means a situation in which regard for a private interest tends to lead to disregard of a public duty or interest”, and refers to situations in which financial or other personal considerations may adversely affect, or have the appearance of adversely affecting, an employee’s professional judgment in exercising any City duty or responsibility in administration, management, instruction, research, or other professional activities. Please check one of the following statements and attach additional documentation if necessary: _________ To the best of our knowledge, the undersigned firm has no potential conflict of interest for this Bid. _________ The undersigned firm, by attachment to this form, submits information which may be a potential conflict of interest for this Bid. Acknowledged by: ____________________________________________________________________________ Firm Name ____________________________________________________________________________ Signature ____________________________________________________________________________ Name and Title (Print or Type) ____________________________________________________________________________ Date Anser Advisory Consulting, LLC Corey Burback, Senior Vice President X 03/29/2024 Amendment to Agreement for ARPA Funding Consulting Services EXHIBIT “I” CERTIFICATION OF NONSEGREGATED FACILITIES Bidder certifies that he does not maintain or provide for his employees any segregated facilities at any of his establishments, and that he does not permit his employees to perform their services at any location, under this control, where segregated facilities are maintained. The Bidder certifies further that he will not maintain or provide for his employees any segregated facilities at any of his establishments, and that he will not permit his employees to perform their services at any location under his control where segregated facilities are maintained. The Bidder agrees that a breach of this certification will be a violation of the Equal Opportunity clause in any contract resulting from acceptance of this Bid. As used in this certification, the term "segregated facilities" means any waiting rooms, work areas, restrooms and washrooms, restaurants and other eating areas, time clocks, locker rooms and other storage and dressing areas, parking lots, drinking fountains, recreation or entertainment area, transportation, and housing facilities provided for employees on the basis of race, color, religion, or national origin, because of habit, local custom, or otherwise. Bidder agrees that (except where he has obtained identical certification from proposed subcontractors for specific time periods) he will obtain identical certifications from proposed subcontractors prior to the award of subcontracts exceeding $10,000 which are not exempt from the provisions of the Equal Opportunity clause, and that he will retain such certifications in his files. The nondiscriminatory guidelines as promulgated in Section 202, Executive Order 11246, and as amended by Executive Order 11375 and as amended, relative to Equal Opportunity for all persons and implementations of rules and regulations prescribed by the United States Secretary of Labor are incorporated herein. Note: The penalty for making false statements in offers is prescribed in 18 U.S.C. 1001. Date , 20___. By: (Title) Official Address (including Zip Code): Anser Advisory Consulting, LLC Senior Vice President 529 E Crown Point Road, Suite Ocoee, Florida 34761 March 29, 2024 Amendment to Agreement for ARPA Funding Consulting Services EXHIBIT “J” DRUG-FREE WORKPLACE CERTIFICATION The undersigned Bidder, in accordance with Florida Statute 287.087 hereby certifies that it has a drug-free workplace program. In order to have a drug-free workplace program, a business shall: 1.Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2.Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, and available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3.Give each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified in subsection (1). 4.In the statement specified in subsection (1), notify the employees that, as a condition of working on the commodities or contractual services that are under bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or pleas of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 5.Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program is such is available in the employee's community, by any employee who is so convicted. 6.Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements. Bidder: Signed: By: (Print or Type Name) Title: Date: Senior Vice President Corey Burbach Anser Advisory Consulting, LLC. 03/29/2024 Amendment to Agreement for ARPA Funding Consulting Services EXHIBIT “K” Certification Regarding Scrutinized Companies’ Lists Respondent certifies that the company is not participating in a boycott of Israel. The Respondent certifies that the Respondent is not on the Scrutinized Companies that Boycott Israel List, not on the Scrutinized Companies with Activities in Sudan List, not on the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, or has been engaged in business operations in Cuba or Syria, as those terms are used and defined in sections 287.135 and 215.473 of the Florida Statutes. In the event that the Respondent is unable to provide such certification but still seeks to be considered for award of this solicitation, the Respondent shall, on a separate piece of paper, clearly state that it is on one or both of the Scrutinized Companies lists and shall furnish together with its proposal a duly executed written explanation of the facts supporting any exception to the requirement for certification that it claims under Section 287.135 of the Florida Statutes. The Respondent agrees to cooperate fully with the City in any investigation undertaken by the City to determine whether the claimed exception would be applicable. The City shall have the right to terminate any contract resulting from this solicitation for default if the Respondent is found to have submitted a false certification, or to have been placed on the Scrutinized Companies that Boycott Israel List, or to have been placed on the Scrutinized Companies for Activities in Sudan List, or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has been engaged in business operations in Cuba or Syria. Name of Respondent:____________________________________ By:__________________________________________________ (Authorized Signature) Title:_________________________________________________ Date:_________________________________________________ Corey Burbach Senior Vice President 03/29/2024 X