Long Beach, CA
File #: 22-0995    Version: 1 Name: FM - John Gross/Financial Management and Systems Consulting
Type: Resolution Status: Adopted
File created: 8/5/2022 In control: City Council
On agenda: 8/23/2022 Final action: 8/23/2022
Title: Recommendation to adopt resolution authorizing City Manager, or designee, to execute a contract, and any necessary documents including any necessary amendments, with John Gross, dba Financial Management and Systems Consulting, of Scottsdale, AZ, for financial and enterprise system implementation and other consulting services, in an amount not to exceed $262,080, beginning September 1, 2022 through August 31, 2023. (Citywide)
Sponsors: Financial Management
Attachments: 1. 082322-C-7sr&att.pdf
Related files: 22-1219

TITLE

Recommendation to adopt resolution authorizing City Manager, or designee, to execute a contract, and any necessary documents including any necessary amendments, with John Gross, dba Financial Management and Systems Consulting, of Scottsdale, AZ, for financial and enterprise system implementation and other consulting services, in an amount not to exceed $262,080, beginning September 1, 2022 through August 31, 2023.  (Citywide)

 

DISCUSSION

City Council approval is requested to enter into a second contract with John Gross, dba Financial Management and Systems Consulting, for financial and enterprise system implementation consulting services and other services as provided for in the contract and any associated scope definitions. As with the first contract with Mr. Gross, which the City Council approved on October 5, 2021, this contract may be terminated at any time by either party.

 

The contract includes services in the areas of financial management and the LB COAST Project (Project) including elements of Project Management, Executive Sponsor Support, and Project Quality Assurance (QA) assistance. The scope of services currently provides Embedded Quality Assurance for LB COAST, which is the implementation of the City of Long Beach’s (City) Enterprise Resource Planning (ERP) system. This is the City’s largest ever technology project. While it is considered a technology project, it has major impacts on administrative operations throughout City departments. Phase I of the Project (Financial Systems) is operational, and Phase II (Payroll, Human Resources, and Budgeting Systems) is underway, having recently pivoted toward soliciting and securing alternative software providers.

 

Mr. Gross has substantial knowledge of the City, the City’s financial and administrative operations, and most importantly, the Project. He remains best and uniquely positioned to benefit the Project as well as provide professional and technical consulting assistance. Mr. Gross served as the Project Sponsor for Phase I and has demonstrated the ability to look at both the big picture and the details of the Project and its needs. The combination of Long Beach-specific expertise and ERP management skills cannot be found elsewhere. Mr. Gross’ fee for the services is substantially less than would typically be charged by other vendors able to provide QA services.

 

City Charter Section 1801 requires that contracts for City purchases be awarded to the lowest responsible bidder after a competitive bid process but allows for awards without a competitive bid process if accompanied by a Resolution adopted by the City Council.

 

This matter was reviewed by Deputy City Attorney Gary J. Anderson on July 15, 2022, Purchasing Agent Michelle Wilson on July 22, 2022, and by Revenue Management Officer Geraldine Alejo on July 28, 2022.

 

TIMING CONSIDERATIONS

City Council action is requested on August 23, 2022, to ensure a contract is in place expeditiously to align with the work needed on the LB COAST Project.

 

FISCAL IMPACT

The total contract amount will not exceed $262,080 for a one-year period. The contract will be funded from the LB COAST Project budget in the General Services Fund Group in the Technology and Innovation Department. This recommendation has no staffing impact beyond the normal budgeted scope of duties and is consistent with existing City Council priorities. There is no local job impact associated with this recommendation.

 

SUGGESTED ACTION

Approve recommendation.

 

BODY

[Enter Body Here]

 

Respectfully Submitted,

KEVIN RIPER

DIRECTOR OF FINANCIAL MANAGEMENT

 

 

 

APPROVED:

 

THOMAS B. MODICA

CITY MANAGER