The URL can be used to link to this page

Home My WebLink AboutRESPONSE - RFP - 8525 DEVELOPMENT REVIEW FEE STUDYdelivered electronically via EMAIL SUBMITTED TO: CITY OF FORT COLLINS FINANCIAL SERVICES PURCHASING DIVISION 215 N. MASON STREEET, 2ND FLOOR PO BOX 580 FORT COLLINS, CO 80522 PURCHASING@FCGOV.COM SUBMITTED BY: J. BRADLEY BURGESS EXECUTIVE VICE PRESIDENT DIRECT: 916-595-2646 BBURGESS@MGTCONSULTING.COM ERIC PARISH EXECUTIVE VICE PRESIDENT 8200 S QUEBEC, SUITE A3 #184 CENTENNIAL, CO 80112 720.255.6611 EPARISH@MGTCONSULTING.COM CITY OF FORT COLLINS REQUEST FOR PROPOSAL 8525 FOR DEVELOPMENT REVIEW FEE STUDY DUE DATE: MAY 5, 2017 3:00 PM 8200 S Quebec, Suite A3#184, Centennial, CO 80112 | 720-255-6611 | mgtconsulting.com May 4, 2017 Delivered via EMAIL City of Fort Collins Financial Services, Purchasing Division 215 N. Mason St. 2nd Floor PO Box 580 Fort Collins, CO 80522 purchasing@fcgov.com Subject: Proposal in Response to RFP 8525 for Development Review Fee Study Services Dear Evaluation Committee: MGT of America Consulting, LLC (MGT) appreciates this opportunity to present our qualifications and work plan to conduct a review of existing development review fees for the City of Fort Collins (City). The attached proposal details our approach and work plan, and project staff necessary to not only meet but continue to exceed the needs and expectations of the City. Proposal Questions Questions about our proposal may be addressed to the following individual. Mr. Eric Parish, Executive Vice President MGT of America Consulting, LLC 8200 S Quebec, Suite A3 #184 Centennial, CO 80112 720.255.6611 eparish@mgtconsulting.com Mr. Parish is a Colorado resident, the proposed Project Director for this project, and currently providing or directly managing user fee study, cost allocation and indirect cost rate services to over 30 Colorado cities and counties. Mr. Parish is knowledgeable on political and fiscal issues unique to Colorado including constitutional amendments such as TABOR. He presented a session on fees at the 2016 Colorado Government Finance Officers Association conference. Proposal Submission The following individual is submitting our proposal. Mr. Brad Burgess, Executive Vice President MGT of America Consulting, LLC 2251 Harvard Street, Suite 134 Sacramento, CA 95815 916.595.2646 bburgess@mgtconsulting.com Financial Services, Purchasing Division May 4, 2017 Page 2 8200 S Quebec, Suite A3#184, Centennial, CO 80112 | 720-255-6611 | mgtconsulting.com Benefits to the City for Selecting MGT Our project team, with two members in Colorado, has current relevant experience providing user fee study calculation, comparisons, analysis and recommendations for cities in Colorado, and across the U.S. MGT’s collective experience of user fee study consulting for cities exceeds 300 combined years. Our project team alone has over 70 years of combined user fee study experience for cities. Perhaps more importantly, our project team not only has the capability, but also the capacity to complete the proposed services within the City’s requested timelines. We believe the City will receive the best study with the best value by selecting MGT for the following reasons. Current, direct experience working with over 30 Colorado cities and counties. Current experience successfully preparing user fee studies for other jurisdictions in Colorado and across the U.S. Financial stability, operating support and a roster of additional consultants from a national consulting firm. A proven ability to complete projects on-time with minimal disruption to our client’s staff. Demonstrate ability to successfully present and defend detailed, complex data to elected officials and community stakeholders. We have thoroughly reviewed the City’s RFP and Addendum 1 and have no exceptions to the terms and conditions, and the sample Services Agreement. We look forward to working with the City of Fort Collins on this important project. Sincerely, J. Bradley Burgess Executive Vice President MGT Financial Services Attachment – Proposal to conduct a review of existing development review fees. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY PROPOSAL CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 1 Scope of Proposal Elements of the RFP The City of Fort Collins (City) is requesting expertise to conduct a review of its development review fees. This review includes the following three primary components. 1. Evaluate whether these fees are set at appropriate levels. 2. Discover if the method of calculating the fee is up-to-date, inclusive for all costs, and consistent with the City’s goals for percent of cost to recover. 3. Analyze how fees compare to other communities regionally. MGT of America Consulting, LLC (MGT) has an available project team, with two members in Colorado, with current relevant experience providing user fee study calculation, comparisons, analysis and recommendations for cities in Colorado, and across the U.S. Our work plan is aligned to the City’s project objectives in the following phases. Tasks within phases two through five may be completed concurrently. Phase 1 – Meet. A meeting of the proposed project consultants and key City personnel. This meeting will refine project objectives, scheduling issues, and potential pitfalls. We will review our process and data requirements to make sure that the project participants fully understand how the engagement is structured, segmented and planned, as well as the end results and outcomes. Additionally, we will establish joint responsibilities, milestones and deadlines. Phase 2 – Evaluate. Calculations comparing current fees to current costs will be prepared. These calculations, based on grouped fees within a division/department (logical grouping based on type of project or type of user) or the sum of fees within a division/department, will determine if fee revenue is recovering costs, over recovering costs, or under recovering costs. Phase 3 – Discover. A thorough review of the City’s current fee calculations or schedule(s) will be completed. The review will include the date of the last internal calculations, the methodology used for the calculations and documentation of the service delivery processes in place when the fees were last calculated. This phase includes reviewing the current calculation methodology to determine if all costs-- direct, division indirect, department indirect, city-wide indirect and cross-departmental support--are included. Lastly, this phase will compare the City’s goals for cost recovery with calculated costs at the level of the City’s policies (ideally), such as fee category or divisions/department. If the City does not have written policies for fee cost recovery, then the comparisons will be based on the City’s goals for cost recovery. Phase 4 – Analyze. Using the City’s benchmark cities, fee data will be collected and a set of comparison tables will be prepared. The tables will be formatted by division/department or by fee category, and will compare individual fees to the extent possible, and/or by aggregated fees by fee category or division/department. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 2 Phase 5 – Report. A comprehensive project report of detail data and summarized information will be prepared and presented to City personnel. Accumulated data from benchmark cities as well as calculations from Phases 2, 3 and 4 will be included in the report’s detail section. The report’s summary section will include an Executive Summary narrative overviewing the purpose and scope of the report along with findings and meaningful highlights. Up to three draft reports will be provided for review and editing by City personnel prior to a final report. Phase 6 – Present. After the study is complete, we will present study results to City personnel or elected officials. We will also deliver the agreed-to number of printed, bound reports as well as copies of all supporting documentation such as project work papers. We may also have a close-out meeting with staff to discuss any unresolved implementation or update issues. Understanding of Project Objectives, Methodology and Results/Outcomes Objective/Purpose 1. Fee comparison for single family residential detached, multifamily, commercial office and retail, industrial warehouse and mixed-use building permits of varying square footage. 2. Fee overview – Analysis of fees the City of Fort Collins assesses that our benchmark cities do/don’t assess including the financial impact. 3. Fees comparison to include all fees collected at time of building permit including but not limited to development review fees. 4. Fee comparison to include comparison on a fee to fee basis as well as an aggregate comparison of all fees. 5. Fee comparison to include an analysis of inflation indices with peer Colorado cities including up to 10 peer cities and 5 national cities of like size and demographics. 6. Assessment of inflation indices that reflect the local cost of construction in Fort Collins. 7. Analysis of all possible methodologies for assessing building permit fees. Methodology for Objective/Purpose #1 and #3 Through data collection methods including, but not limited to, surveys, phone calls, email, on-site requests and on-line research, we will gather data from the City’s selected benchmark cities to prepare detailed comparison schedules. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 3 Methodology for Objective/Purpose #2 Based on the data collected for Purpose #1 and #3, we will crosswalk and document the fees the City does or does not assess. This data will then be used to prepare an estimated annual financial impact, with noted assumptions, for the fees the City does, or does not, collect compared to the benchmark cities. Methodology for Objective/Purpose #4 Based on the data collected for Purpose #1 and #3, we will prepare calculations of the City’s designated fees compared to the benchmark cities designated fees. The calculations will be by individual fee and in aggregate. Not every city (1) has the same development review fees, (2) uses the same terms for the same fees, and (3) delivers services the same way. Therefore, these calculations may be consolidated or combined in ways that makes comparisons less challenging and more meaningful for decision-making purposes. Methodology for Objective/Purpose #5 Based on the data collected for Purpose #1 and #3, we will document the inflation indices from the benchmark cities. Methodology for Objective/Purpose #6 Through data provided by City economic and development personnel, local, regional and national published economic reports we will document estimate cost of construction inflation indices in Fort Collins. Methodology for Objective/Purpose #7 Based on the data retained from our years of experience conducting user fee studies for cities across the U.S., and to a lesser extend data collected for Purpose #1 and #3, our proposed project team will prepare a narrative and examples of various methods for options for assessing building permit fees. MGT’s collective years of user fee study experience for cities exceeds 300 combined years. Our project team alone has over 70 years of combined user fee study experience for cities. Therefore, the proposed narrative, and examples, will not be based on a few conversations with benchmark cities or from internet research but from actual first-hand knowledge and experience with hundreds of cities across the U.S. Results/Outcomes 1. Up to three draft reports provided to City personnel for review, comment and edits. These draft reports will include detail sections of data collected and analyzed and associated calculations as well as a summary section of findings and conclusions related to the seven stated Objectives/Purposes outlines above. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 4 2. One final report provided to City personnel for review, comment and edits. These draft reports will include detail sections of data collected and analyzed and associated calculations as well as a summary section of findings and conclusions related to the seven stated Objectives/Purposes outlines above. 3. Up to five (5) printed and bound copies of the final project report and one electronic pdf copy. 4. A final presentation to City personnel or elected officials. 5. An introductory project kick-off meeting and training session at project initiation in Fort Collins for included division/department, City management, and/or elected officials, and other project stakeholders, if requested. 6. Assistance to City personnel to integrate project data into ongoing City operations. 7. Formal project status reports at intervals requested by City personnel (that is, weekly or bimonthly). 8. Copies of project work papers as requested. 9. Continuous training, guidance, and assistance. 10. A formal project recap report. 11. A six-month post-project review. Exceptions to Specifications, Scope of Work, Agreement MGT has no exceptions to the specifications, scope of work or standard agreement for RFP 8525 Development Review Fee Study. Assigned Personnel Our current proposed project team has recently demonstrated to numerous Colorado cities and counties our commitment to exceptional service and value through the following positive attributes. 1. Expertise in user fee study, billing and chargeback study and cost allocation consulting services. 2. Ability to complete projects within client requested deadlines. 3. Proactive communication such as status reports and recap memos. 4. Responsive communication such as promptly returned phone calls and emails. 5. Access to more than one consultant to ensure deadlines are met and questions addressed. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 5 With MGT’s proposed project team, at no time will City personnel be left to wonder if the project is on track to meet deadlines or when questions will be addressed. There are three primary benefits to our proposed project team. The first, and perhaps the greatest benefit, of the proposed project team is current and recent experience working with over 30 Colorado cities and counties. Through our years of experience providing user fee study, billing and chargeback rate study, cost allocation and indirect cost rate consulting services throughout Colorado, we understand the regional, financial and political factors unique to Colorado local governments, The second benefit is that the expertise of the team as a whole is greater than the sum of the team’s parts. The four team members bring unique education, skills, and experiences from numerous local government user fee study, billing and chargeback study, cost allocation, management study, and performance review consulting engagements, many in Colorado. The third benefit is that by placing more than one expert on the project, all phases of the project are completed in a timely manner which results in an overall on-time project. Resumes for the project consultants are found in Appendix A. No subcontractors, temps, interns, students or off-shore resources will be used. The following MGT consultants proposed to complete the study have prepared dozens of cost of service analysis (user fee studies, billing and chargeback studies and cost allocation plans) for governmental agencies including cities and counties in Colorado. Following are brief bios of the proposed project team. Mr. Eric Parish will serve the City as Project Director. In this role, Mr. Parish will have responsibility for the entire project, including project oversight, quality assurance, the project schedule and ensuring the City will be unconditionally satisfied with the services received from MGT. He will lead the project kick off and assist in presenting results to elected officials. Mr. Parish has over 25 years of consulting experience and has prepared dozens of user fee studies and hundreds of cost allocation plans and for cities and counties, including many in Our proposed project team offers powerful advantages to the City of Fort Collins. A high performing team of user fee study, billing and chargeback study, cost allocation and local government budget expertise, each with Colorado jurisdiction experience. This means the City will not rely on one “national expert” along with a revolving door of junior level staff or an overstretched sole proprietor. A cohesive team that has worked together on many similar projects. The proposed Project Director is also the firm’s executive for user fee study and cost allocation services as well as a Colorado resident. This means the City has direct access to the key person for ensuring the City’s needs are met and exceeded. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 6 Colorado. He is recognized as an expert in cost allocation and user fee studies. He is proposed for this project based not only on his Colorado residence and knowledge of Colorado local governments, but also for his experience with similar studies. Mr. Parish is an active member of Colorado GFOA, a resource for the State of Colorado and a resident of Centennial, Colorado. Mr. Bret Schlyer will serve the City as Project Manager and primary contact for the City. In this role, Mr. Schlyer will structure the project deliverables, lead on-site interviews, structure and format training sessions and structure and assist with presentations over the life of this engagement. He will conduct or assist with scheduling, data collection, follow up phone calls and e-mails. Mr. Schlyer will also closely monitor the project timeline against milestones and deadlines. Mr. Schlyer is a Director with over 20 years of public-sector consulting experience and a BS in Accounting from the University of Kansas. He has extensive experience in assisting local governments and state agencies in the preparation of cost of service studies, including user fee studies, billing rate development for internal service funds, and the preparation of cost of service studies in accordance with the federal cost principles found at 2 CFR 200, 2 CFR 225, OMB A-87, OMB A-122 and ASMBC-10. Ms. Michelle Garrett will serve the City as Project Consultant. In this role, Ms. Garrett will conduct meetings with City personnel, perform data collection, analyze costs of existing and new for-fee services, project comparisons for-fee revenues, prepare draft reports, and assist with reviewing draft and final reports with City officials. Ms. Garrett is advanced Excel user and will apply her skills to prepare highly customized comparison tables, data sets and reports. Ms. Garrett has over nine years of experience providing user fee study, billing and chargeback study and cost allocation services to local governments including many Colorado cities and counties. She is proposed for this project based not only on her Colorado residence and knowledge of Colorado local governments, but also for his experience with similar studies. Prior to joining MGT, she held several accounting positions including Auditor with Coopers and Lybrand where she performed numerous governmental entity audits. Ms. Garrett is a resident of Parker, Colorado. Mr. Jerry McKenzie will serve the City as Project Consultant. In this role, Mr. McKenzie will conduct meetings with City personnel, perform data collection, analyze costs of existing and new for-fee services, forecast comparisons for-fee revenues, prepare draft reports, and assist with reviewing draft and final reports with City officials. Mr. McKenzie is a Senior Consultant with MGT and has over 25 years of experience providing user fee and cost allocation services to state and local governments. Mr. McKenzie annually completes over 20 cost allocation plans and user fee studies each year and is a nationally recognized expert in cost of service determination in public agencies. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 7 Availability Work Completed in Necessary Time MGT can meet the City’s deadline for completion of September 15, 2017 assuming (1) work begins on or around June 5, 2017, and (2) City personnel respond to requests for data and feedback and provide meaningful draft review comments in a timely manner. Dates for key milestones such as providing an initial draft and subsequent drafts will be jointly determined between MGT consultants and City personnel. Target Start and Completion Dates MGT can meet the project target start date of on or around June 5, 2017. As stated in the previous sub-section, MGT can meet the project completion date assuming City personnel respond to requests for data and feedback and provide meaningful draft review comments in a timely manner. Other Qualified Personnel if Necessary In addition to the proposed project team, MGT can draw from a deep pool of experienced user fee study and cost allocation consultants to supplement the project as necessary. These experts are available to assist the proposed project team on an ad-hoc, or permanent basis with any unforeseen situations inherent in a unique project such as this. (See table to the right.) There are over 30 consultants in the MGT Financial Services Division, the division that provides user fee study and cost allocation consulting services exclusively for the public sector. Most the Financial Services Division consultants have been directly preparing user fee study and cost allocation consulting services for more than 10 years, with the average of 16 years of direct government user fee analysis consulting experience. Our team of experienced user fee study and cost allocation consultants assures the City of Fort Collings that: (1) MGT has the ability to complete the assignment no matter what happens to any one consultant, (2) if a project time-line has to be advanced, MGT has the resources to commit additional staff to the engagement, and (3) with over 350 years of combined user fee experience there are no issues that our team has not addressed, and that expertise is only a phone call away. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 8 Available to Attend Meetings Two of the four proposed project team consultants are Colorado residents less than two hours from Fort Collins. Our proposed work plan not only includes significant on-site time for meetings, interviews and presentations, it allows for additional availability should the need arise. The proximity of our Colorado consultants to Fort Collins provides the City the following advantages from MGT. 1. More on-site time for meetings, interviews, presentations and training sessions. 2. Face to face meetings and interviews are much more meaningful and valuable than web-based meetings, phone call and emails which produces better project inputs which leads to better project outputs. 3. Flexibility in scheduled, and the ability to reschedule when needed, meetings. 4. Overall project costs are minimized without exclusive out-of-state travel. Two of the four proposed project team consultants are from Wichita, Kansas and will travel to Fort Collins as needed. Sustainability/TBL Methodology Sustainable Business Practices As a firm that works primarily for public sector entities, MGT’s mission has always addressed accountability to taxpayers and worked toward the goal of assisting our clients--state, local, and federal government entities-- achieve efficiency in operations. That efficiency often includes recommendations for consolidating departments, centralizing functions, and generally identifying ways to do more with less resources. Our company’s mission has developed “The Triple Bottom Line” and a guiding Statement of Principles (provided on the following page) that illustrates and addresses our commitment to our people and the communities in which we reside. One of MGT’s largest and most successful practices is our Disparity/Social Justice Business Unit. This business provides consulting services analyzing availability and utilization of minority, woman, and veteran- owned businesses to derive statistically significant results to define public procurement programs. In Colorado, we have provided these services the City and County of Denver, Denver Public Schools and the Colorado Department of Transportation. The Triple Bottom Line CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 9 As a company, we have worked diligently to minimize our environmental impact to the world around us. These efforts include the following standard operating procedures: More than 75% of MGT staffers work from a home office. We use technology to create our office environment reducing our overall carbon footprint and overhead – a value we pass along to our clients. We request the option to attend pre-bid conferences via conference call. MGT uses recycled- content paper and limits the use of paper copies. Whenever possible we transmit reports and proposals electronically. This reduces paper usage and shipping. In our corporate office, we utilize green lighting, which includes lights turning off when areas of the building/office are not in use. In addition, we have increased the amount of natural lighting to reduce the electricity usage. Cost and Work Hours Proposed Cost of Project MGT will provide the stated Results/Outcomes for a fixed, all-inclusive fee of $24,820. This fee contains all direct and indirect costs including meetings, interviews, document production, etc. Progressive payments are requested based on achieving project milestones. MGT’s contract approval process is guaranteed to be hassle free. The time frame for most contract approvals is typically four days or less. Additional work may be contracted at the City’s option at a blended hourly rate is $170 per hour. A blended hourly billing rate ensures ease in budgeting and application but more so that projects will be staffed with the most qualified consultants regardless of title or position. Note, the majority of our projects, even add-on or change order projects are agreed-to fixed fee amounts. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 10 Cost and Work Hours by Phase PHASE HOURS FEE 1. Meet 6 $1,020 2. Evaluate 16 $2,720 3. Discover 18 $3,060 4. Analyze 78 $13,260 5. Report 22 $3,740 6. Present 6 $1,020 Total 146 $24,820 Firm Capability MGT Background MGT of America Consulting, LLC (MGT) is a nationwide professional services firm that delivers a diverse range of services to a variety of public sector organizations and nonprofit groups. With a national reputation and impressive track record of business from repeat clients, we provide customized solutions, objective research, creative recommendations, and quality products that respond to each client’s unique needs and time requirements Founded in 1974, over the past 43 years, we have successfully served clients in all 50 states with over 8,000 engagements. MGT Mission To provide high quality, value-added consulting solutions that exceed the expectations of our clients and provide a meaningful return on investment for our clients and their stakeholders. MGT Purpose To power the work of the public professional to advance the lives of the citizens they serve. MGT Promise To skillfully, efficiently, and objectively create solutions to advance each client’s purpose. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 11 Firm Headquarters MGT of America Consulting, LLC 3800 Esplanade Way, Suite 210 Tallahassee, FL 32311 850.386.3191 Firm Resources There are approximately 70 permanently employed consultants and support personnel at MGT. It is important to highlight our personnel are full-time, permanent employees of the firm. We will not claim contractors, part-time or other classifications as actual employees. The proposed project team is supported by MGT’s administrative staff and processes. Standard functions such as accounting, human resources and information technology are integrated into seamless service delivery for our clients. Financial Strength As a financially sound, privately held firm, MGT is not beholden to Wall Street analysts and corporate investors, but rather only to our clients. Since its inception, MGT has maintained persistent and steady growth. MGT is capable of providing the resources required to successfully complete the requested services now and support the City in the future. Audited financial statements, audit reports and opinions or Dun and Bradstreet reports will be provided upon request. MGT Financial Services The MGT Financial Services Division within MGT (MGT FS) provides user fee study, cost allocation plan preparation, and indirect cost rate calculations to government entities in over 30 states including many Colorado cities and counties. The map to the right represents states with MGT costing clients and services throughout the nation. See the map to the right. MGT Financial Services Previous Projects In the past five years, our consultants have prepared more than 300 hundred cost allocation plans and 50 user fee studies for cities, and counties ranging in population from a few thousand to over three million. One hundred percent of the revenue applicable to MGT Financial Services is derived from services similar to those requested by the City. Additionally, MGT costing services consultants have successfully completed several thousand user fee studies, cost allocation plans, and user fee studies for cities and counties in the past 30 years as consultants with MGT or as former consultants with PRM, Matrix Consulting Group (MCG), MAXIMUS, DMG- MAXIMUS, or David M. Griffith & Associates (DMG). CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 12 MGT Financial Services Previous Projects in Colorado MGT is the leader in user fee study and cost allocation services for cities and counties in Colorado and the only user fee study and cost allocation firm with permanent, full- time employees located in Colorado. While we continue to add new Colorado clients every year we have not, and will not, lose our focus on the importance of providing exceptional, personalized services to every Colorado city and county client. The following table is a list of Colorado clients currently receiving services from MGT FS consultants. The current experience from annually serving more than 30 Colorado cities and counties means the City will receive much more than capability from the proposed project consultants. The City will also receive the following beneficial information. Current events in other Colorado cities and counties. Current trends in budgeting in other Colorado cities and counties. User fee and cost allocation best practices from other Colorado cities and counties. Fresh ideas gleaned from situations in other Colorado cities and counties. Adams County Grand County Arapahoe County Gunnison County Archuleta County Jefferson County Boulder County LaPlata County City and County of Broomfield Mesa County City and County of Denver Moffat County City of Boulder Montrose County City of Colorado Springs Otero County City of Rifle Ouray County City of Steamboat Springs Park County Crowley County Pitkin County Delta County Rio Blanco County Douglas County Routt County Eagle County Summit County Elbert County Teller County Fremont County Town of Castle Rock Garfield County Gilpin County The City of Fort Collins will benefit from MGT’s work with other Colorado city and county clients by leveraging our relevant, current knowledge and experience with other jurisdictions. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 13 Colorado Office MGT has offices throughout the United States including in Centennial, Colorado. Colorado office address: 8200 S Quebec Suite A3 #184 Centennial, CO 80112 MGT FS Resources MGT is committed to the user fee study and cost allocation business. MGT Financial Services Division has grown to over 30 professionals. Even during the recent economic downturn, when most of our competitors contracted in size, we have continued to grow our practice by adding highly experienced staff. Despite our growth, we continue to maintain responsible levels of assignments for our consultants, assuring that they have the time necessary to provide quality services for all their clients--not just those whose contract is expiring in the current year. MGT FS Capacity Our project and staffing matrix allows slack in scheduling to adjust planned engagements by adding additional resources as needed. For this, and every project, additional staffing resources may be added to meet deadlines, provide subject matter expertise or assist in producing deliverables. Additional staff added to this, or any project, will have similar or higher qualifications to the project team consultants initially proposed. Additionally, should an unforeseen satiation arise where one of the initially proposed project consultants becomes unable to complete the project, one of several experienced, senior-level consultants can be added to the project without compromising the integrity or timeliness of the deliverables. Our commitment to project management is not limited to impersonal and sporadic emails and an eventual box of final reports. For us, client-focused project management means a jointly constructed project timeline combined with frequent formal and informal correspondence in between on-site meetings. Our commitment to project management also includes a high level of responsiveness to County personnel. Throughout the project, and even following project completion, our project team will be responsive to City personnel. Phone calls and emails will be promptly returned. Questions will be answered. Information will be provided. City personnel will never be left to wonder when a phone call or email will be retuned or by whom. Designated City personnel will also receive formal project status reports at requested intervals (bi-weekly, monthly) but at least monthly. These reports detail project phases, tasks, responsibility and percent complete for both specific tasks and the overall project. These regular reports will hold the project team accountable to City personnel in that the planned completion of milestones and deadlines is compared to the actual completion of milestones and deadlines. CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY Copyright May 2017 by MGT Consulting Group. All rights reserved. P A G E 14 References Although four references are included in our proposal, any client could serve as a reference. Contact data for all our Colorado clients will be provided upon request. The following three references are for projects recently completed by the proposed project team as opposed to “firm” references or projects completed years ago. CLIENT CONTACT City of Steamboat Springs, Colorado Ms. Kim Weber Finance Director PO Box 775088 137 10th Street Steamboat Springs CO 80477 970.871.8250 KWeber@steamboatsprings.net City and County of Denver, Colorado Ms. Stephanie Karayannis Adams Budget and Management Director 201 W Colfax Dept 1010 Denver CO 80202 720.913.5512 Stephanie.Adams@denvergov.orgs City of Boulder, Colorado Ms. Cheryl Pattelli Chief Financial Officer 1777 Broadway Boulder CO 80302 303.441.3246 PattelliC@BoulderColorado.gov Johnson County, Kansas Ms. Robin Symes Assistant Budget Director 111 South Cherry, Suite 2300 Olathe, KS 66061 913-715-0555 Robin.Symes@jocogov.org CITY OF FORT COLLINS, COLORADO REQUEST FOR PROPOSAL 8525 DEVELOPMENT REVIEW FEE STUDY APPENDIX A RESUMES ERIC PARISH MGT FINANCIAL SERVICES EXECUTIVE VICE PRESIDENT PROFESSIONAL BACKGROUND CONSULTING EXPERIENCE. Mr. Parish has been performing governmental cost-of-service studies since 1990. Over the past 25 years, he has developed a broad background in local government consulting, with a primary focus on cost allocation development, user fee rate calculations, indirect cost rate proposals charge back and billing rate models and jail rate studies. He has worked with city, county, state and special district government agencies on cost accounting and mandated cost claiming projects. His range of experience includes the following: Government Cost Allocation Plans (2 CFR Part 200 formally OMB Circular A-87) Full Cost Allocation Plans (GAAP) User Fee Studies Indirect Cost Rate Proposals (ICRP) Charge Back and Billing Rate Models Jail Rate Studies Reimbursable State Mandated Programs (California) Cost Analysis Mr. Parish is a Certified Professional Project Manager adept at completing and managing multiple timely and satisfactory engagements. EXPERTISE NATIONAL COSTING SERVICES EXPERIENCE. Mr. Parish has personally prepared over 500 cost allocation plans, over 500 indirect cost rate proposals and over 50 user fee studies and charge back models for government clients in 15 states. Mr. Parish has taught hundreds of government finance officials indirect cost theory and application through numerous training sessions. He is a frequent presenter at conferences and workshops for clients, state and local governments and associations. He Parish is also an active member of the Government Finance Officers Association (GFOA). REPRESENTATIVE CLIENTS Denver, Colorado Rockville, Maryland Yuma, Arizona Oakland, California Ft. Walton Beach, Florida Coconino, Arizona San Mateo, California El Paso County, Texas Jefferson, Colorado HIGHLIGHTS 25 YEARS OF EXPERIENCE MGT OF AMERICA CONSULTING LLC Financial Services Executive Vice President PUBLIC RESOURCE MANAGEMENT GROUP (PRM) Principle MAXIMUS, INC. Senior Manager DAVID M. GRIFFITH & ASSOCIATES (DMG) Senior Consultant EDUCATION CERTIFIED PROFESSIONAL PROJECT MANAGER BRET SCHLYER DIRECTOR PROFESSIONAL BACKGROUND Mr. Schlyer is a Director assigned to MGT Financial Services. He has over 21 years of experience with state and local programs and organizations. His prior work experiences with the Kansas Corporation Commission and consulting project experiences have provided him with both theoretical and practical experience in the analysis and costing of governmental operations. Through his participation on numerous state and local government management and costing projects, he has developed extensive experience with federal cost determination standards; generally accepted accounting principles and procedures; and governmental budgeting, finance, accounting, and operations. EXPERTISE Development of cost allocation plans (CAPs) in accordance with generally accepted accounting principles (GAAP). Development of CAPs in accordance with federal principles. Development and negotiation of statewide cost allocation plans (SWCAPs). Development and negotiation of charge-back rate methodologies and rates, including for State Information Technology agencies. Development and negotiation of indirect cost rate proposals (ICRPs). Development of indirect cost policies, procedures, and models for sub-grantees. Training organizations on the implementation of cost allocation plans and indirect cost rates. Development and review of sub-grantee indirect cost rates. Development of activity based cost of services and user fee studies. Development and implementation of random moment sampling systems and other personnel activity reporting systems. Development and negotiation of jail rate studies and U.S. Federal Marshal daily housing costs. Assisting agencies in maximizing general fund cost recoveries from federally funded programs, enterprise and special revenue funds, and other non-general fund sources. Developing claims for reimbursement from the State Criminal Alien Assistance Program (SCAAP) program. HIGHLIGHTS 21 YEARS OF EXPERIENCE MGT OF AMERICA CONSULTING, LLC Director MAXIMUS, INC. Director DMG-MAXIMUS, INC. Manger DAVID M. GRIFFITH & ASSOCIATES, LTD. (DMG) Consultant KANSAS CORPORATION COMMISSION Administrative Officer EDUCATION UNIVERSITY OF KANSAS BS – Business Accounting BRET SCHLYER DIRECTOR PAGE 2 Local Government and Not-For-Profit Experience Mr. Schlyer also has significant experience with local government and not-for-profit cost recovery operations through his career. Specific types of projects he has managed include: Development of 2 CFR Part 200 (Formerly 2 CFR Part 225, A-87 and A-122) cost allocation plans and indirect cost rate proposals Development of Full Cost (GAAP) allocation plans and indirect cost rate proposals. Development of Activity Based Costing and User Fee models Charge back rate studies for internal service funds Jail Per-diem Rate Studies Claims for the State Criminal Alien Assistance Program His experiences have included managing and preparation of indirect cost rate proposals (ICRP), cost allocation plans (CAP) in accordance with GAAP for the identification of general fund costs provided to non-general fund entities, charge-back rates for billed services, and activity based cost of service and user fee studies. He has successfully negotiated cost allocation plans and ICRPs with the U.S. Departments of Health and Human Services, Housing and Urban Development, Education, Interior, Transportation, Labor, and the Department of Defense. His responsibilities have included the collection and analysis of organizational, financial and performance data; the preparation of detail and summary reports; negotiation of ICRPs with state and federal agencies; assisting agencies in the application of indirect cost rates; development of cost of service models; development of user fee pricing models; and presenting executive summaries to departments, councils and commissions. Completion of ICRP and CAP projects for cities across the US including Miami (FL), New Orleans (LA), Lake Charles (LA), Alexandria (LA), Tulsa (OK), Wichita (KS), Carrollton (TX), Longview (TX), Kansas City (KS), Olathe (KS), Topeka (KS), Murrieta (CA), Nashville, (TN), Kalamazoo (MI), and Farmington (NM). Completion of ICRP and CAP projects for counties and parishes including Orange County (CA), Maricopa County (AZ),Cochise County (AZ), Jefferson Parish (LA), Lafayette Parish (LA), St. Tammany Parish (LA), St. Charles Parish (LA), Adams County (CO), Teller County (CO), Sedgwick County (KS), Shawnee County (KS), Johnson County (KS), Harris County (TX), Bexar County (TX), Galveston County (TX), Los Alamos County (NM), and Yuma County (AZ). Completion of cost of service and user fee studies for the City of Miami (FL), Kansas City (KS), Johnson County (KS), Tulsa (OK), Broken Arrow (OK), and the Kansas City Missouri Police Department. Developed and submitted for U.S. Federal Marshal approval daily rate proposals for the reimbursement of costs associated with housing federal prisoners for detention facilities in Kansas, Louisiana and Oklahoma. Mr. Schlyer also prepared detailed analyses of county jail costs utilizing activity-based costing principles and developed daily rates to secure reimbursement for county detention services. MICHELLE GARRETT MGT FINANCIAL SERVICES MANAGER PROFESSIONAL BACKGROUND Ms. Garrett has over ten years of cost accounting consulting experience. Since joining MGT of America Consulting, LLC (MGT) she has prepared cost allocation plans, user-fee studies and indirect cost rate calculations, and other management documents for numerous cities and counties. Ms. Garrett received her Bachelor of Science degree with honors from the University of Northern Arizona and her Master in accounting with honors from the University of Missouri. She passed the CPA exam her first sitting. EXPERTISE She has worked with city and county agencies on cost accounting engagements including the following: Government Cost Allocation Plans (2 CFR Part 200 formally OMB Circular A-87) Full Cost Allocation Plans (GAAP) User Fee Studies Indirect Cost Rate Proposals (ICRP) Charge Back and Billing Rate Models Ms. Garrett has prepared cost allocation plans, user fee studies and indirect cost rate calculations for cities and counties in Arizona, Colorado, Hawaii, New Mexico, California and Oklahoma. REPRESENTATIVE CLIENTS Butte County, California City & County of Broomfield, Colorado City & County of Denver, Colorado Jefferson County, Colorado Los Alamos County, New Mexico Kauai County, Hawaii HIGHLIGHTS 10 YEARS OF EXPERIENCE MGT OF AMERICA CONSULTING LLC Senior Consultant August 2007 – Present Public Resource Management (PRM) Consultant 2007 COOPERS & LYBRAND, LLP Senior Audit Associate 1993 – 2002 EDUCATION UNIVERSITY OF NORTHERN ARIZONA BS University of Missouri MPA Certified Public Accountant JERRY MCKENZIE SENIOR ASSOCIATE PROFESSIONAL BACKGROUND Mr. McKenzie has an extensive background in cost accounting concepts and practical applications. He is a Senior Associate with MGT of America Consulting and has been responsible for managing hundreds of successful engagements in both the utility and governmental environments for over 26 years. Mr. McKenzie has been directly responsible for the development and review of cost allocation plans created in accordance with federal guidelines (i.e. OMB Circular A-87). These guidelines establish the procedures necessary for governmental entities to recover indirect costs associated with programs funded through grants. In this capacity, he has dealt with several reviewing agencies on behalf of his clients. In addition, he has developed "Full Cost" plans which enable clients to bill the full cost of support services to enterprise funds, special revenue accounts, etc. This process involves an in-depth analysis of general fund support provided to enterprise-funded activities such as Utilities and Golf Course operations. Another related area in which Mr. McKenzie has extensive experience is in the costing of internal services. He has developed and implemented numerous charge back models and billing algorithms for facilities, fleet maintenance programs, information technology funds, and miscellaneous other internal service type charge back systems. Finally, he has been directly responsible for the review and analysis of alternative revenue sources for governmental clients. This activity primarily involves the development and implementation of User Fee Cost Recovery Programs, as well as the identification of "new" potential revenue areas for the governmental units. EXPERTISE Development of internal service fund rates & methodologies Development of local government charge back (billing) models Development of state government charge back (billing) models Development of activity based cost of services studies Development of cost allocation plans in accordance with OMB A-87 Development of enterprise fund forecasting models Development of statewide cost allocation plans Development & negotiation of indirect cost rate proposals Development of jail rate studies & US Marshal daily housing rates Assisting in maximizing general fund cost recoveries from ▪ Federally funded programs ▪ Enterprise funds ▪ Internal service funds & other external sources HIGHLIGHTS 26 YEARS OF EXPERIENCE MGT OF AMERICA CONSULTING, LLC Senior Associate 2008 – Present MAXIMUS, INC. Vice President 1989 – 2008 EDUCATION WICHITA STATE UNIVERSITY BS Business Administration/ Accounting JERRY MCKENZIE SENIOR ASSOCIATE PAGE 2 REPRESENTATIVE CLIENTS CITIES/COUNTIES INTERNAL SERVICE FUNDS City of Wichita City of Tulsa City of Topeka Unified Government (Kansas City) Johnson County, Ks Sedgwick County, Ks City of New Orleans Jefferson Parish, La Lafayette Consolidated Govt. (La) Coconino Co. Az (Fleet) Riverside Co. Ca (Purchasing & Fleet) Jefferson Co. Co (Fleet, IT & Bldg.) City of San Antonio (IT) San Mateo Co. Ca (HR) www.MGTconsulting.com FLORIDA 3800 Esplanade Way, Suite 210 Tallahassee, Florida 32311 4320 West Kennedy Boulevard Tampa, Florida 33609 CALIFORNIA 2251 Harvard Street, Suite 134 Sacramento, California 95815 3579 East Foothill Boulevard, Suite 144 Pasadena, California 91107 COLORADO 8200 South Quebec, Suite A3 #184 Centennial, Colorado 80112 TEXAS 1801 East 51st Street, Suite 365-504 Austin, Texas 78723 MICHIGAN 2343 Delta Road Bay City, Michigan 48706 WASHINGTON 1420 Marvin Road, NE, Suite C #342 Olympia, Washington 98516 KANSAS 13303 West Maple, Suite 139 #177 Wichita, Kansas 67235 UNIVERSITY OF PHOENIX MA – Management WICHITA STATE UNIVERSITY BA - Business