HomeMy WebLinkAboutRFP No. 2017-19 MGT Consulting Group W
0
o L o
70 Q
Cl)O C r--
CU CU
O
p O � O � N r Cl ' N
Q) Q (6
f6 cn p O N r
V C �
d p J
s�o o CO . Q W
E cn r "- D Z C pp
Q
c o -�-- LL CL Z LLJ�
�- c � U � U EL
C7 N W
W
D
O
a�
.. Q)
0 _
Z {Q J
� u �<o c�
EL4E CO
ca
o0C7 �
o � aU) o
— w Y
u o O LO O
m N
LLJo
^J �J
rn
ORIGINAL +
♦ s ♦
MGT
CONSULTING GROUP
SUBMITTED TO:
CITY OF POMONA CITY HALL
CITY CLERK'S OFFICE (UPPER LEVEL)
505 S. GAREY AVENUE
POMONA, CA 91766
SUBMITTED BY:
J. BRADLEY BURGESS
EXECUTIVE VICE PRESIDENT
MGT OF AMERICA CONSULTING, LLC
2251 HARVARD STREET, SUITE 134
SACRAMENTO, CALIFORNIA 95815
DIRECT: 916-595-2646
BBURGESS@MGTCONSULTING.CON
MGT PROPOSAL IN RESPONSE TO CITY OF POMONA
REQUEST FOR PROPOSALS FOR
SB90 STATE MANDATED COST REIMBURSEMENT
RFP NO: 2017-19
DUE DATE: SEPTEMBER 14, 2017 3:00 PM
WWW.MGTCONSULTING.COM
CITY OF POMONA, CALIFORNIA 140*** MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 2017-19
1 TABLE OF CONTENTS
2 COVER LETTER........................................................... I
3 QUALIFICATIONS OF THE FIRM/TEAM.............................. 2
4 QUALIFICATIONS OF KEY PERSONNEL............................. 5
RESUMES
5 ACTION/WORK PLAN................................................... 8
b LOCAL AVAILABILITY OF KEY PERSONNEL........................ 15
7 REQUIRED FORMS
8 COST PROPOSAL (PROVIDED IN SEPARATE SEALED ENVELOPE)
I FLASH DRIVE WITH TECHNICAL PROPOSAL .PDF AND COST PROPOSAL .PDF
�►+,► ► M G T
CONSULTING GROUP
2 COVER LETTER
September 12, 2017
City of Pomona City Hall
City Clerk's Office/Upper Level
505 S. Gary Avenue
Pomona, CA 91766
Subject: SB 90 State Mandated Reimbursement Claim Services
Dear Evaluation Committee:
We appreciate the opportunity to provide the City of Pomona (City) with a proposal for State
Mandated Cost Claims (SB 90) consultant services and assist the City to secure additional
unrestricted general fund revenues for the next three to five years.
MGT's state mandated cost claiming services provide our clients with fiscal knowledge about their
mandated programs, pertinent updates on legislation, State budget negotiations and a comprehensive
management report of annual claiming activity and revenues. Even during the recent State budget
difficulties, the Legislature continued to appropriate hundreds of millions to pay locals for SB 90 claims
each fiscal year.
The goal of an MGT SB 90 engagement is to produce and file state mandated cost claims that maximize
revenue while being technically sound and accurate. We will provide the City with a turn-key approach
to state mandated cost claiming, minimizing the impact on your department staff and resources. Price,
scope, terms and billing are outlined on the following pages of our brief proposal.
Please contact Patrick Dyer at 916-502-5243 (pdyer(cDmgtconsulting.com), or me at 916-595-2646 or
(bburgess@mgtconsultin,e.com) if you have any questions or comments about this proposal. Finally, I am
authorized by MGT to commit the firm to the contents of this proposal for 60 days from the date of this
proposal.
Sincerely,
q�Brad�ley txr ess,--`J
Executive Vice President of MGT Financial Services
MGT of America Consulting, LLC
bburgess mgtconsulting.com
Attachment
♦�♦�+, 2251 Harvard St., Suite 134 ! Sacramento,CA 95815 i 916.443.341 1 j mgtconsulting.com
CITY OF POMONA, CALIFORNIA **i** MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 2017-19
CITY OF POMONA, CALIFORNIA
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST ��`� MGT
REIMBURSEMENT RFP NO: 2017-19 CONSULTING GROUP
3
QUALIFICATIONS
OF THE FIRM/TEAM
CITY OF POMONA, CALIFORNIA "* MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 2017-19
3 QUALIFICATIONS OF THE FIRM 1 TEAM
The City of Pomona wishes to supplement existing revenue sources by filing state mandate cost
claims (SB 90 claims) with the California State Controller's Office. Like many public agencies in
California, Pomona recognizes the benefits of filing SB 90 claims, even during periods when the
State has not been able to make complete reimbursement claim payments.
The City would like to partner with a consulting firm that specializes in SB 90 consulting to do
the following:
.+ Identify all possible SB 90 claiming opportunities.
•+ Prepare and file eligible annual FY 2016-2017 SB 90 claims with the State Controller.
++ Prepare and file all eligible first time or new SB 90 claims that have claiming instructions
issued during the 2016-17 fiscal year.
++ Assist the City with payment tracking.
++ Assist the City with knowledge transfer and training related to the SB 90 process at
the State level, and related news from other local agencies in California.
The term of the initial agreement will be three years, with two additional years at the City's
option. The scope of services will remain the same for the term of the agreement.
MGT Consulting Group
MGT Consulting Group is comprised of MGT of MGt of Amcrlca[--firing.LLC
America Consulting, LLC (MGT) and Strategos
disparity 'TSaL
strategic
Public Affairs, LLC, both wholly owned subsidiaries Research Planning
of MGT of America, LLC. The merger between the
two companies represents unparalleled expertise in PAS+Lst.dies FinanFac€I€lan
Accounfatio� Master Planing
public sector operations, management, public "na€" ies
Human Capital Student Technology
relations, marketing, and community engagement and Services A,se.m<nt, Housing
facilitation. MGT was established in 1974 by a group
stndiee
of former public-sector employees to provide 11
management consulting services to assist state and 7ntl6cA Cast Rate
Proppsals User Fee Studies
local government clients operate more efficiently,
effectively, and with more accountability to the
5B 90 Stele
communities they Serve' —C1 Aliocarian Mandated
/ plans Claiming Rate Caic 1l,tl ns
(Callt mia)
MGT has provided highly specialized governmental
consulting services since 1974. MGT Financial Services consultants focus on core areas of
expertise (see graphic above), state mandated costs, cost allocation, user fee cost analysis, rate
M GT
CONSULTING GROUP
CITY OF POMONA, CALIFORNIA *V* MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST
REIMBURSEMENT RFP NO: 2017-19 CONSULTING GROUP
calculations, and indirect cost rate proposals (ICRPs). It has been said that a consultant's stock in
trade is their experience and their advice. Our firm's average level of experience is over 17 years
in the local government consulting area. Our clients have always benefited from our counsel and
advice in the state mandated cost-claiming field.
It is part of our firm's philosophy that a structure, which emphasizes teamwork and cooperation,
will always yield a better outcome for our clients. This structure and approach also ensures that
our clients will always have more than one consultant involved with their project, including at
least one senior consulting professional involved with every facet of the engagement.
We are proud of our California heritage and consulting roots. Prior to merging with MGT, the original
founders of Public Resource Management Group, LLC (PRM) all started their consulting careers with
David M. Griffith and Associates (DMG) during the mid-1980s and early 1990s. That association formed
our professional belief system and approach. Our core values are:
*• Providing exceptional technical consulting services
•• Developing partnerships with our clients that result in successful long-term relationships
++ Guaranteed deliverables and services
Since 2007, MGT has become the dominant costing services consulting firm in the nation with
over 30 costing professionals, thereby deepening the resources and costing services capabilities
available to our state and local government clients.
In the area of local government cost consulting, our firm has over 100 years of combined
experience in the SB 90, cost allocation, and indirect cost calculation consulting areas. Our
predecessors at DMG were originally asked by the California State Controller's Office (SCO) to
assist in the development of the original ICRP format and methodology. That format is still in use
today. In our various corporate incarnations since 1985, our consultants have worked with over
250 cities, all 58 counties, and over 100 special districts in California.
MGT Office Locations and Contacts
MGT headquarters is based in Tallahassee, Florida, and has regional offices across the country.
Pomona's project will be exclusively staffed by staff from our Sacramento and Pasadena offices.
Office locations and primary contact information are listed on the following page.
"* MGT Copyright 2017 by MG7 Consulting Group. All rights reserved. '
CONSUMNG GROUP
CITY OF POMONA, CALIFORNIA ����►� MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 2017-19
OFFICE LOCATION PRIMARY CONTACT
Sacramento Office Brad Burgess, Executive Vice President
2251 Harvard Street, Suite 134 916-595-2646; bburgess@mgtamer.com
Sacramento, California 95815
Pasadena Office Sara Beemer, Manager
3579 E. Foothill Blvd, Suite 144 626-610-6138; sbeemer(a-)mgtarner.corn
Pasadena, CA 91107
Michigan Office Jim Olson, Regional Vice President
2343 Delta Road 989-893-7615; jolson(c�rngtamer.com
Bay City, MI 48706
Colorado Office Eric Parish, Executive Vice President
Centennial, Colorado 80112 South Quebec Suite A3#184 877-275-7764;eparishCa7mgtamer.com
Cent
Florida Office Corporate Headquarters Fred Seaman, Executive Vice President
3800 Esplanade Way, Suite 210 850_386-3191; fseamon(@mgtamer.corn
Tallahassee, Florida 32311
MGT l n�i'�."I I1� J(1I i by
CONSULT VNG GROUP
CITY OF POMONA, CALIFORNIA ♦♦**,* MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST
REIMBURSEMENT RFP NO: 2017-19 CONSULTING GROUP
4
QUALIFICATIONS OF
KEY PERSONNEL
CITY OF POMONA, CALIFORNIA «��+ MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST
REIMBURSEMENT RFP NO: 2017-19 CONSULTING GROUP
4 QUALIFICATIONS OF KEY PERSONNEL
We believe our firm is uniquely able to assemble
the most experienced, best qualified
professional staff for this engagement. MGT Brad Burgess
Project Manager
proposes to continue to dedicate Mr. Brad Sara Beemer
Burgess and Ms. Sara Beemer to the Pomona Project Consultant
engagement, both are leading experts in the SB
90 claiming field.
Project Manager -- J. Bradley Burgess, Executive Vice President
Introduction and Experience: Our firm's SB 90 practice is led by J. Bradley Burgess, one of the three
founding principals at Public Resource Management Group, which was acquired by MGT in August 2007.
Prior to joining MGT,he was a vice president with DMG and Maximus. He was also an associate director
with the CSAC and California Cities SB 90 Service. In total, Mr. Burgess has been directly involved with
state mandate cost consulting for over 20 years, and personally served over 100 cities and 30 counties in
the SB 90 claiming area.Jim Spano of the State Controller's office has publicly referred to Mr. Burgess as,
"the preeminent SB 90 expert in the state."
Mr. Burgess has been involved with solving statewide issues for the past two decades. In the late 1990's,
he was the person who helped craft the"cafeteria claiming plan"for the Open Meetings Act claim. Option
3, the Flat Rate Method, was Mr. Burgess' contribution to this process. This method became the most
popular method for claiming costs for this program statewide, and resulted in higher reimbursements for
agencies all over California,with virtually no State Controller disallowances. With the return of the Open
Meetings Act during this fiscal year, Mr. Burgess will personally assist the City to navigate the various
claiming options available and make sure that the City's claims are maximized.
Mr. Burgess has given SB 90, cost accounting and ICRP training workshops to over one dozen state
associations, as well as the American Governmental Accounting Association.
Mr. Burgess received a Bachelor of Journalism degree from the University of Missouri at Columbia, and a
Master's in Public Policy Studies from the University of Chicago.
Project Specific Role: Mr. Burgess will be responsible for the overall coordination and execution of
the Pomona engagement. He will be directly involved with contract negotiations and finalization. He will
also conduct claiming visits on site, prepare all claims, provide technical assistance, and meet with the
State Controller related to any field audits and negotiations. Mr. Burgess will ensure that all aspects of
service delivery are accomplished in the best possible manner and will be available to the City for questions
or on-site meetings.
***** MGT Copyright 2017 by MGT COrISLlting Grout. All rights reserved.
CONSULTING GROUP
CITY OF POMONA, CALIFORNIA 4M* MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 2017-19
Project Consultant - Sara Beemer
Introduction and Experience: Ms. Beemer is a seasoned local government consultant specializing in
cost allocation plans and ICRP(indirect cost rate proposal) development.She will prepare the City's ICRPs
to accompany the SB 90 claims prepared by Mr. Burgess.She lives in Glendora and is based in our Pasadena
office; both locations are very convenient to the City of Pomona. Ms. Beemer is a sought-after expert in
ICRP development and has prepared ICRPs for agencies such as Orange County, Riverside County and
Santa Clara.
More detailed consultant resumes are provided at the end of this section.
MGT SB 90 Clients
MGT currently provides state mandated cost-claiming services to over 100 cities, counties and school
districts in California. The list of city clients that have been served by our consultants during their careers
is extensive. Most of our clients have used our firm, or predecessor firms for many years. It is also the
case that many of our clients contract with MGT for multiple consulting engagements each year. We are
proud of our service to our clients and value the trust they put in us above all else. A small sample of
relevant MGT projects include:
AGENCY SERVICE PERIOD PROJECT(S)
City of Anaheim 2003 to present SB 90 Services, Cost Allocation Plan
City of Riverside 2003 to present SB 90 Services
County of Orange 2008 to present SB 90 Services, Cost Allocation Plan
County of Riverside 2005 to present SB 90 Services, Cost Allocation Plan
City of Stockton 2003 to present SB 90 Services
City of Oakland 2004 to present SB 90 Services, Cost Allocation Plan
City of Burbank 2003 to present SB 90 Services, Cost Allocation Plan
City of Sacramento 2003 to present SB 90 Services, Cost Allocation Plan
City of Temecula 2004 to present SB 90 Services
City of Santa Barbara 2003 to present SB 90 Services, Cost Allocation Plan
City of Whittier 2004 to present SB 90 Services, User Fee Analysis
City of Newport Beach 2005 to present User Fee Analysis
City of Livermore 2003 to present SB 90 Services, User Fee Analysis, Right of Way
Many California cities and counties left a large Wall Street consulting firm in favor of MGT's SB 90 claiming
expertise, reliability and service. Please feel free to contact the following folks that know first-hand what
it is like to have MGT in their corner:
+V* MGT Copyright 2017 by MGT Consulting Gioup. All rights reserved.
CONSULTING GROUP
CITY OF POMONA, CALIFORNIA ,Ak MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 2017-19
AGENCY CONTACT INFORMATION PROJECT(S)
Maria D.Walter, Revenue Manager
City of Hayward 777 B Street, Hayward, CA 94541 SB 90 Services
510-583-4620; maria.walter(EDhayward-ca.gov
SB 90
Jane McPherson, Financial Services Director
City of Oceanside Sheri Brown, Finance Division Manager
300 N. Coast Hwy, Oceanside, CA 92054 SB 90 Services
760-435-385; JMcPherson@ci.oceanside.ca.us
SB 90
Marian Fahy, Senior Budget Analyst
City of Sacramento Phone: 916.808.5077 SB 90 Services
e-mail: mfahy(t cityofsacramento.org
SB 90 2013 to present
Other recent SB 90 California city clients:
City of San Jose SB 90 Services 2013 to present SB 90 Services
County of Santa Clara 2015 to present SB 90 Services
County of Santa Cruz 2014 to present Cost Allocation Plan
In state mandated cost claiming, our consultants have filed claims and provided consulting services for 30
of the State's 58 counties. Our staff has also prepared SB 90 claims for over 250 cities, 30+counties, and
over 100 school and special districts.
MGT offers the City of Pomona the best, most experienced consulting staff,as well as the highest level of
service available. Entering fiscal year(FY) 201 S-16,MGT has eleven SB 90 consultants with over 100 years
of combined local government experience. The client list and references that we provide to prospective
clients only include agencies that our current staff has served. No other consulting firm can match MGT's
qualifications in the SB 90 area.
♦*♦*i MGT Copyright 2UI-/ by M0 Consulting Group. All rights reserved.
CONSULI ING GROUP
CITY OF POMONA, CALIFORNIA
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST ���� MGT
REIMBURSEMENT RFP NO: 2017-19 CONSULTING GROUP
RESUMES
J. BRADLEY BURGESS I ****+ MGT
EXECUTIVE VICE PRESIDENT—FINANCIAL SERVICES CONSULTING GROUP
PROFESSIONAL BACKGROUND
CONSULTING BACKGROUND.Mr.Burgess has performed a wide variety of cast-of- HIGHLIGHTS
service studies for local governments and state associations since 1990.Over the past
30 years, he has developed a broad expertise in local government consulting,with a 25+YEARS OF
primary focus on cost allocation methodologies, user fee analysis, state and local
claims and grant applications, negotiations with state and federal authorities, and EXPERIENCE
indirect cost rate proposal development.He has served as a corporate officer for the
following consulting firms: MGT of America, Public Resource Management Group, MGT OF AMERICA
LLC (founder), Maximus, DMG-Maximus, and David M.Griffith and Associates, Ltd. CONSULTING LLC
GOVERNMENT BACKGROUND.Mr.Burgess has a broad background in government, Executive Vice President
public policy, and journalism. For three years, he edited and published a monthly MGT Financial Services
professional magazine for the University of Missouri. Mr. Burgess was the IDOT MGT Board of Directors
budget analyst for Governor Thompson in the State of Illinois, and a consultant for August 2007—Present
Continental Illinois National Bank in Chicago. Mr. Burgess was a journalist for a daily
newspaper in Kansas City,had professional projects in Egypt, Israel,&Saudi Arabia.
PUBLIC MANAGEMENT
PROFESSIONAL LEADERSHIP. Mr. Burgess is the Executive Vice President GROUP, LLC(PRM)
responsible for MGT Financial Services, the largest national public sector financial Founding Partner
services practice in America. He also serves on the firm's Board of Directors. He
was one of three partners who started PRM, a firm that became the fastest growing
costing services practice in the nation. During his tenure with DMG and Maximus, MAXIMUS,INC.
Mr. Burgess was responsible for a $10 million local government consulting practice, Vice President
with over 30 professional consultants, serving over 400 clients per year. In addition
to SB 90 claiming, additional representative consulting studies include appropriation DAVID M.GRIFFITH&
limitation studies, indirect cost rate proposal preparation, OMB A-87 cost allocation ASSOCIATES(DMG)
plans, user fee studies, development impact fee analysis,and legislative analysis.
Vice President
EXPERTISE Director/Managerl
Senior Consultant
Mr. Burgess has personally served over 190 cities and 48 of the 58 counties within
the state of California during his consulting career. He has also personally provided STATE OF ILLINOIS
consulting services to 19 of California's 20 largest counties. Mr. Burgess also has Transportation Budget
extensive transit district experience within California and beyond, having worked Analyst for Gov.Jim
with such districts as Los Angeles Metro Transit, SF Muni, BART, Oakland Port,San Thompson
Diego Port, Charlotte Transit,and Sound Transit in Seattle.
NATIONAL PUBLIC POLICY EXPERTISE. Mr. Burgess served as the Associate EDUCATION
Director of the California Cities SB 90 Service and the CSAC SB 90 Service. In this
capacity, Mr. Burgess worked on behalf of all California local agencies to reach
resolution on statewide issues such as the Open Meetings Act impasse; developing UNIVERSITY OF
unit costs for several current mandates; and has assisted agencies such as San CHICAGO
Francisco, Santa Barbara County, Orange County, Santa Clara County, Sacramento HARRIS SCHOOL OF
County, Monterey County, Marin County and San Mateo County, as well as large PUBLIC POLICY STUDIES
municipalities such as Oakland and Sacramento to defend SB 90 claims under audit Master's Degree--Public
by the California State Controller. Mr. Burgess has also represented local agencies
before the California Legislature,the Commission on State Mandates and the Bureau Policy Studies
of State Audits. Mr.Burgess has also provided over 35 statewide training sessions on
cost accounting theory,and presentations to over 20 state associations. Mr. Burgess UNIVERSITY OF
has also served on association panels in Florida,Texas, Illinois and Virginia. MISSOURI
Bachelor's Degree—
Journalism
SARA BEEMER "+ MGT
MANAGER CONSULTING GROUP
PROFESSIONAL BACKGROUND
Ms. Beemer is a Manager assigned to the MGT Financial Services in our West
Coast division. Prior to her working as a costing services consultant she had HIGHLIGHTS
five years of experience working in local government agencies and has also been
on the other side of costing service projects during those years. While working 10 YEARS OF EXPERIENCE
for the City of Claremont Finance Department, Ms. Beemer prepared auditing
schedules, assisted with the preparation, development and analysis of the MGT OF AMERICA
Budget,assisted in the preparation of monthly financial reports, prepared and CONSULTING,LLC
verified financial results, notes, statistical information, and formats for the
city's Comprehensive Annual Financial Report (CAFR). Senior Consultant
August 2007—Present
As an administrative analyst with the City of Redondo Beach Police PRM
Department, Ms. Beemer was responsible for budget preparation; and
monitoring, analyzing, and the approval of all budget and grant expenditures. Consultant
She also served as the financial liaison to city departments and grantor agencies. 2006-2007
EXPERTISE CITY OF REDONDO
BEACH,CA
Ms. Beemer's local government and consulting experience, has given her the Administrative Analyst
knowledge and experience of governmental budgeting,finance, accounting and 2004—2006
operations;generally accepted accounting principles and costing principles. The CITY OF CLAREMONT,
following are the types of projects she has managed and/or participated on: CA
+• Development of cost allocation plans (CAPS) in accordance with Analyst
generally accepted accounting principles (GAAP). 2002—2004
+• Development of CAPS in accordance with federal principles.
•• Assisting agencies in maximizing general fund cost recoveries EDUCATION
from federally funded programs, enterprise and special revenue
funds,and other non-general fund sources. CALIFORNIA STATE
•+ Development and negotiation of indirect cost rate proposals UNIVERSITY, FULLERTON
(ICRPs). BS, Finance
•• Development of activity based cost of service and user fee
studies.
•+ Development and negotiation of charge-back rate methodologies and
rates.
Ms. Beemer has assisted with and developed several cost allocation plans,
indirect cost rate proposals (ICRPs)and user fee studies.
SARA BEEMER
MANAGER
PAGE 2
REPRESENTATIVE CLIENTS
+• Bainbridge Island,WA ++ Lake Oswego, OR •+ San Leandro, CA
++ Bakersfield, CA •• Livermore, CA •+ San Mateo Co, CA
+• Bell Gardens, CA ++ Los Angeles, CA •• Santa Barbara, CA
•• Buckeye,AZ ++ Madera Co, CA •+ Santa Clara, CA
+• Calaveras Co, CA +• Mesa Co, CO •+ Santa Cruz, CA
•+ Castle Rock, CO •+ Miami, FL •• Santa Rosa, CA
•+ Culver City, CA ++ Montrose Co, CO •• Spokane,WA
++ Daly City, CA +* Napa Co, CA ++ Spokane County,WA
++ Delta Co, CO +• Newport Beach, CA +• Surprise, AZ
•• EI Paso,TX ++ Odessa, TX +• Vallejo, CA
++ Fort Bragg, CA •+ Orange County, CA ++ Ventura Co, CA
++ Hayward, CA •• Pleasanton, CA *+ Visalia, CA
++ Healdsburg, CA ++ Rancho Cucamonga, CA •+ Whittier, CA
++ Huntington Beach, CA ++ Redlands, CA •+ Windsor, CA
++ Inglewood, CA •+ Redondo Beach, CA +• Woodland, CA
•+ La Habra, CA ++ Riverside Co, CA ++ Yuba City, CA
.. La Mesa, CA •• Sacramento, CA +• Yuba County, CA
++ LA Metro, CA ++ San Diego, CA
♦*®** MGT
CONSULTING GROUP
CITY OF POMONA, CALIFORNIAN+�� MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST
REIMBURSEMENT RFP NO: 2017-19 CONSULTING GROUP
5
ACTION 1 WORK PLAN
CITY OF POMONA, CALIFORNIA "* MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 2017-19
5 ACTION 1 WORK PLAN
State Mandated Cost Claiming: Scope of Services
MGT provides true tura-key mandate cost claiming services to its clients, and our approach is
based around personal interaction. Our staff is involved with our clients' claiming process
throughout the year, providing proactive news, reports, and the earliest notification of new SB
90 claims possible.
We provide our clients claiming summaries and data collection guides to assist them to
understand all of the eligible components of each program. This process supplements the on-
site interviews that our staff conducts to ensure that each department contact understands
precisely what data is required, and what the internal deadlines are for submission.
While Pomona may not be at risk for State Controller field audits given the size of its claims, we
believe that part of our job is assisting your departments to understand the appropriate levels of
documentation required for each claim the City files.
Finally, the project manager will complete all claims, all indirect cost rate proposals, and compile
all elements of the claims in both a hard copy and Adobe .pdf format and send them to the City
for review and signature well in advance of the claiming deadline.
Throughout the year, our consultants attend the key meetings with the Commission on State
Mandates, the State Controller, Department of Finance and other important stake holders to
ensure that we have a thorough understanding of all pending issues and interpretations in the SB
90 area, as well as all upcoming local government reimbursement claims.
The City wants to partner with a consulting firm that specializes in SB 90 consulting to do the
following:
•• Identify all possible SB 90 claiming opportunities.
+• Prepare and file all eligible annual SB 90 claims with the SCO.
•• Prepare and file all eligible first time or new SB 90 claims that have claiming instructions
issued during the given fiscal year.
•+ Assist the City with payment tracking.
•► Assist the City with knowledge transfer and training related to the SB 90 process at the
State level and also related to other local agencies in California.
,+ MGT Copyright 2017 by MGT Consulting(gaup N1 rights reserved
CpN�IIIT INC GROUP
CITY OF POMONA, CALIFORNIA ��*;# MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST
REIMBURSEMENT RFP NO: 2017-19 CONSULTING GROUP
Detailed Work Plan and Calendar of Activities
MGT has developed a customizable SB 90 claiming process that can fit Pomona's unique structure
and it's claiming departments' needs.
There are numerous steps in an SB 90 work plan for a city such as Pomona. However, MGT has
identified the following order of activities as the most important landmark events that must occur
for the City to have a successful SB 90 claiming engagement each year:
•+ Quick and painless contract negotiations and approval
•+ Initial kick-off training with all applicable City staff
•+ Additional on-site meetings as needed
•+ Identification of department fiscal and program contacts within the City of Pomona
New Claims: Throughout the Full Fiscal Year
++ Establish a schedule and approach needed to complete all new or first-time claims due
within the first quarter and second quarters of each fiscal year. This includes on-site
interviews with all applicable City department personnel.
++ Determine general compliance with the eligible state mandates,and determine eligible
costs based on the following criteria:
■ The test claim's Statement of Decision
■ California Commission on State Mandates approved Parameters and Guidelines
■ The SCO's claiming instructions
■ How other agencies around the state are complying with and interpreting the mandate
+• Prepare all necessary department-wide ICRPs in accordance with Office of
Management and Budget (OMB) A-87. MGT consultants have prepared thousands of
ICRPs over the past 25 years. We believe that our experience has developed a depth
of understanding that is unmatched in the field.
•• Receive claims from the City for SB 90 programs and review the claims for
completeness, propriety, and eligibility of costs.
++ Perform a quality assurance review of the City's SB 90 claims to ensure that the costs
are supported by appropriate source documentation.
♦*+*♦ MGT Copyright 2017 by MGT Consulting Group. All rights reserved.
CONSULTING GROUP
CITY OF POMONA, CALIFORNIA 4V* MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 2017-19
•• Prepare claims and provide the completed claims and ICRPs to the City for review
and signature at least two weeks prior to the claiming deadline.
.• File the signed claims with the SCO prior to the deadline.
Annual Claims: Due to the State by February 15th
+• Establish schedule and approach needed to complete all annual claims due to the state
by February 15`'`. This includes on-site interviews with all applicable department
personnel.
++ Interview specific department staff to introduce all eligible SB 90 claims and how each
department complies with the state's requirements.
.+ Prepare all necessary department-wide ICRPs in accordance with OMB A-87. MGT
consultants have prepared thousands of ICRPs over the past 25 years.We believe that
our experience has developed a depth of understanding that is unmatched in the field.
*• Receive claim information from the City and calculate all eligible direct costs.
+• Perform a quality assurance review of the City's SB 90 claims to ensure that they mesh
with the associated department ICRPs.
++ Discuss any potential or necessary changes with the appropriate City department.
•• Provide the completed claims and ICRPs to the City for review and signature at least
two weeks prior to the claiming deadline.
•• File the signed claims with the SCO prior to the deadline.
Project Coordination
MGT views the SB 90 process as a partnership between Pomona and our firm. We will work
with the City at any level of local involvement that you prefer. We value your time and internal
resources. We will keep the City apprised of everything we are doing, but will manage all aspects
of project coordination. We will provide the City with:
•+ A list of all eligible claims,as well as Claim Summary sheets and Data Collection forms.
These concise summaries and forms are available in a variety of electronic formats
(Microsoft Word, Excel, and Adobe PDF) to make use and disbursement of claiming
information as easy as possible.
•• Work in concert with Pomona's SB 90 Coordinator to coordinate the City's overall
claiming process.
MGT
CONSJLTING GROUP
CITY OF POMONA, CALIFORNIA �+* MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST
REIMBURSEMENT RFP NO: 2017-19 CONSULTING GROUP
•+ Coax departments to ensure that all eligible claims are filed on time to avoid the
10 percent penalty. It is critical to work with the departments after the on-site
interviews to ensure that all questions are answered and deadlines met.
•* Ensure that all eligible claims are filed on time, and provide the City with written
documentation explaining why the County will not file certain claims upon request, if
applicable.
Data Collection
The three components of data collection related to this engagement include: direct cost program
data, indirect cost data, and supporting documentation.
Direct Cost Program Data Collection
•• Conduct individual meetings with departments to discuss all reimbursable mandated
activities.
•+ Develop a schedule and plan for mining the necessary data to ensure claims are
completed well before the claiming deadlines.
Departmental Indirect Cost Data Collection
•* Gather salary and benefit data from the City or the individual departments.
•+ Collect certain pages from the City's cost allocation plan.
•+ Gather information required to prepare OMB A-87 compliant ICRPs. This will be
carried out in concert with other department interviews. It is important that this step
occur each year because departments reorganize, assignments shift, new personnel is
hired, or personnel retire.
Supporting Documentation Collection
++ MGT will work with City departments to determine the documentation that must be
submitted to the state as attachments to claims, and what documentation should be
maintained in the City's files in case of the SCO inquiry or field audit. MGT will then
collect only the documentation the SCO requires to be submitted.
Orientation and Training for City Department Staff
We believe there is no cookie cutter approach to successful orientation and training. Some of
the City's department personnel are undoubtedly savvy and experienced with SB 90 claiming,
++'♦* MGT Copyright 1017 by MGT Consulting Group. All rights reserved.
CONSULTING GROUP
CITY OF POMONA, CALIFORNIA ����* MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 20117-19
while others are likely to be new to the process. MGT will tailor its level of training to meet the
needs of each department. As we have previously stated, early communication is the most
important aspect of this component. We will provide:
•• Electronic notification on upcoming mandate claims as soon as the Parameters and
Guidelines for these programs are approved. This will be done primarily via e-mail
and will provide both the key department personnel, as well as your Coordinator, the
most complete view of upcoming SB 90 programs.
•* On-site training for both program and fiscal staff. It is important that both parts of
each affected department understand the state's requirements and any specific issues
related to the mandate from a programmatic and fiscal standpoint. In addition, we will
provide a history and overview of the SB 90 program to any department staff that are
new to the process.
.. Assistance to determine relevant and defensible source documentation standards for
each claim within each of the City's claiming departments.
•+ Provide perspectives related to how other agencies are interpreting and claiming each
mandate to ensure nothing is missed. Provide guidance on the current acceptable
range of costs being claimed by similar agencies so the City will be aware of any
foreseeable exposures existing at the claiming stage.
Claim Preparation
Once data has been received from the City, MGT will prepare all eligible claims on behalf of the
County using required SCO claim forms.
Direct Costs
++ Prepare all claims that apply to single departments. Once again, our experience will
ensure that no cost components are misinterpreted or omitted.
•• Coordinate and prepare all multi-departmental claims. Simply gathering data for
mandates that span different departments is not enough. The data must be cross-
referenced and analyzed to ensure that each department is capturing cost data for the
same cases and are not misclassifying certain cases, a very common occurrence.
Indirect Costs
•• Prepare ICRPs for all claiming departments. The ICRPs provide an approved method
for claiming departmental indirect costs.
MGT Copyright 2017 by MGT Consulting Group. All rights reserved. '
CONSUMING GROUP
CITY OF POMONA, CALIFORNIA ,#*�. MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST
REIMBURSEMENT RFP NO: 2017-19 CONSULTING GROUP
Filing Procedures
MGT will provide the County's SB 90 Coordinator with a clear, understandable process for
receiving the completed claims/ICRPs and obtaining the necessary signatures. There will be no
points of confusion as to where the completed claims should be mailed, or who is responsible
for making sure the claims are received and filed with the SCO on time.
+• MGT will perform one final quality control check to ensure that the City has signed
two original coversheets, all parts of the claim are included, and required
documentation is attached.
+• MGT will hand deliver all signed claims received from the City to the SCO on or
before the stated deadline. We will also provide the SCO with a Claims Receipts for
their staff to sign and return.
•* MGT submits hard copies of all claims to the SCO. However, many of our clients
prefer to share claims and ICRPs prior to claim submission electronically by converting
all claims and ICRPs into Adobe PDF documents. We believe sharing documents
results in many positive benefits. Sharing information between the City and MGT is
very easy using e-mail. Adobe PDF claims can be stored electronically by both the
City and our firm. This process saves paper which is environmentally friendly, and
makes sharing claims with your claiming departments effortless.
Remittance Tracking
MGT will assist the City with all aspects of remittance tracking throughout the entire fiscal year.
We will provide the City with:
+• Copies of all signed claims receipts
++ Assist the City with tracking claim payments made by the state.
Ongoing Support and Status Updates
The claiming process is obviously the key aspect of this engagement, but the ongoing support
services that MGT offers are important complimentary services to continuously upgrading the
City's knowledge base, relations, and communications with the state and contract agencies, and
anticipation of changes to the claiming process.
Liaison Assistance
++ MGT will also provide liaison assistance with the SCO at the desk review level. The
SCO will call requesting additional information, or duplicate documentation that may
MGT Copyright 2017 by MGA'ConSUlting Group. All rights reserved. '
CONSULTING GROUP
CITY OF POMONA, CALIFORNIA I ***** MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 2017-19
have gotten lost in their offices. We will field these calls and fulfill all appropriate
requests without the City's need to get involved.
Status Updates
++ The SB 90 process is constantly changing and MGT
evolving. MGT will provide targeted, relevant :n•..-
communication on statewide issues, interpretations, WINDFALL.OF NEW
RZIMBURSENVENT PRCIGRAMR
and actions at the state capitol relating to the SB 90
process throughout the fiscal year via MGT Instant
Updates@, a series of e-mail communiques
designed to keep our clients up to date with the
latest mandate legislation, California Commission
on State Mandates decisions, and state agency HE °"""`""
interpretations. MGT will sift through all the
pertinent activity to provide the City with the most -
relevant information throughout the year, saving ��
your staff time and resources. s
Proposed Schedule and Claiming Timeline
MGT will complete SB 90 data collection and claims preparation on the following schedule for
Pomona:
SEPT/OCT — NOV/DEC JANUARY FEBRUARY
9/1510/31 All mandate
1115 MGT distribute 2/1 —
Begin data collection specific claim data due claims and ICRPs for Claims to City for
and follow up on to MGT dept. review final review and
eligible activity wJ signature
MGT. MGT Claim
Preparation I/30 218 Signed claims
Compile data, calculate Edits and changes returned to MGT
Questions and follow indirect cast rates, due to MGT
up from 1011 — 10/31 format claims, and Feb I Stn
follow up with Hand Deliver
Claims to State
departments.
MGT Copyright 2017 by MGT Carisultir g Grc)up. All rights reserved.
CONSULTING GROUP
CITY OF POMONA, CALIFORNIA 4t*** MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST
REIMBURSEMENT RFP NO: 2017-19CONSULTING GROUP
6
LOCAL AVAILABILITY
OF
KEY PERSONNEL
CITY OF POMONA, CALIFORNIA "* MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST CONSULTING GROUP
REIMBURSEMENT RFP NO: 2017-19
6 LOCAL AVAILABILITY OF KEY PERSONNEL
Mr. Brad Burgess is based in the MGT Sacramento office and Ms. Sara Beemer lives in Glendora
and is based in our Pasadena office; both locations are very convenient to the City of Pomona.
♦�i�� MGT Copyright 2097 by MGT Consulting Group. All rights reserved.
CON51JS1 IN, CROUP
CITY OF POMONA, CALIFORNIA 4** MGT
REQUEST FOR PROPOSALS FOR SB90 STATE MANDATED COST
REIMBURSEMENT RFP NO: 2017-19 CONSULTING GROUP
7
REQUIRED FORMS
SB90 State Mandated Cost Reimbursement, RFP No: 2017-06
11. CITY OF POMONA MINORITY BUSINESS QUESTIONNAIRE
Name of Business: MGT of America Consulting, LLC
Division or Subsidiary, if applicable: Financial Services
Business Address: 2251 Harvard Street, Suite 134
Sacramento, CA 95815
Business Telephone No.: 916-443-3411
Contact Person: J. Bradley Burgess
Title: Executive Vice President
Type of Business:
Non Profit [ ]
Sale Proprietorship [ ]
Partnership — General [ ]
— Limited [X1
— Corporation [ ]
Is the business 51% or more owned by: No
American Indian [ ]
Asian [ ]
Black [ ]
Hispanic [ ]
Female [ ]
Other [ ]
(please speci
Prepared By: J. Bradley Burgess
Title: Executive Vice President
Date: September 12 , 2017
For more information, please contact the City of Pomona Purchasing Division (909) 620-2381.
Page 13 of 24
SB90 State Mandated Cost Reimbursement, RFP No: 2017-06
12. CITY OF POMONA STATEMENT OF NON-COLLUSION BY CONTRACTOR
The undersigned who submits herewith to the City of Pomona a Bid or proposal does hereby certify that:
a. All statements of fact in such bid or proposal are true;
b. Such bid or proposal was not made in the interest of or on behalf of any undisclosed person,
partnership, company, association, organization or corporation;
c. Such bid or proposal is genuine and not collusive or sham;
d. Bidder has not, directly or indirectly by agreement, communication or conference with anyone,
attempted to induce action prejudicial to the interest of the City of Pomona or of any other bidder or
anyone else interested in the proposed procurement;
e. Bidder did not, directly or indirectly, collude, conspire, connive or agree with anyone else that said bidder
or anyone else would submit a false or sham bid or proposal, or that anyone should refrain from bidding
or withdraw his bid or proposal;
f. Bidder did not, in any manner, directly or indirectly seek by agreement, communication or conference
with anyone to raise or fix the bid or proposal price of said bidder or of anyone else, or to raise or fix any
overhead, profit or cost element of his bid or proposal price, or that of anyone else;
g. Bidder did not, directly or indirectly, submit his bid or proposal price or any breakdown thereof, or the
contents thereof, or divulge information or data relative thereto, to any corporation, partnership,
company, association, organization, bid depository, or to any member agent thereof, or to any individual
or group of individuals, except to the City of Pomona, or to any person or persons who have a
partnership or other financial interest with said bidder in his business.
h. Bidder did not provide, directly or indirectly to any officer or employee of the City of Pomona any
gratuity, entertainment, meals, or anything of value, whatsoever, which could be construed as intending
to invoke any form of reciprocation or favorable treatment.
i. No officer or principal of the undersigned firm is employed or has been employed, either full or part time,
by the City of Pomona, either currently or within the last two (2) years, or is related to any officer or
employee of the City by blood or marriage within the third degree. An exception to this section may be
granted by approval of the City Council prior to contract award.
j. No officer or principal of the undersigned firm nor any subcontractor to be engaged by the principal has
been convicted by a court of competent jurisdiction of any charge of fraud, bribery, collusion, conspiracy
or any other act in violation of any state or federal antitrust law in connection with the bidding on, award
of, or performance of, any public work contract, with any public entity, within the last three years.
I certify, under penalty of perjury under the laws of the State of California, that the foregoing is true and
correct and that this certification was executed on September 12 at Sacramento
California. Date Location
Business: By:
MGT of America Consulting, LLC
Address: (Signature)
2251 Harvard Street, Suite 134 J. Bradley Burgess, Executive Vice
Sacramento, CA 95815 (Print Name &Title) President
Page 14 of 24
SB90 State Mandated Cost Reimbursement, RFP No: 2017-06
13. CITY OF POMONA AGREEMENT FOR INDEMNIFICATION BY CONTRACTOR
AND ACCEPTANCE AND ACKNOWLEDGMENT OF PROCUREMENT
PRACTICES OF THE CITY OF POMONA
The City of Pomona requires contractors and suppliers of services to the City to agree to indemnify
and hold the City of Pomona harmless for claims or losses arising from, or in connection with, the
contracting party's work for the City of Pomona before a Purchase Order is issued.
To reduce the possibility of misunderstanding between contracting parties and the City in case of a
claim or lawsuit, the City of Pomona is requiring that contacting parties who perform services for the
City sign this letter. This letter will act as and become a part of each Contract/Purchase Order
between the City of Pomona and the contracting parties signing the letter for the duration of the
contract term and any extensions thereto.
In consideration of the opportunity of doing work for the City of Pomona and benefits to be
received thereby, the contracting party to this agreement agrees as follows:
1. That where a contract, purchase order or confirming order is issued by the City of Pomona
awarding a contract, this Letter Agreement is to be considered part of that contract.
2. Contractor agrees to indemnify the City of Pomona, and any officer, employee or agent, and hold
the City of Pomona, and any officer, employee or agent, thereof harmless from any and all claims,
liabilities, obligations and causes of action, of whatsoever kind or nature, for injury to, or death of,
any person (including officers, employees and agents of the City of Pomona), and for injury or
damage to or destruction of property (including property of the City of Pomona), resulting from any
and all actions or omissions of contractor or contractor's employees, agents or invitees, or any
subcontractor of contractor or any of such subcontractor's employees, agents or invitees.
3. That the contracting party specifically waives the benefits and protection of Labor Code Section
3864 which provides: "If an action, as provided in this chapter, is prosecuted by the employee, the
employer, or both jointly against the third person results in judgment against such third person or
settlement by such third person, the employer shall have no liability to reimburse or hold such third
person harmless on such judgment or settlement in the absence of a written agreement so to be
executed prior to the injury." This waiver will apply to the contracting party to this letter to any
contracts awarded by the City of Pomona during the term of this Agreement and any extensions
thereto.
4. That this Agreement has been signed by an authorized representative of the contracting party,
and such representative has the authority to bind the contractor to all terms and conditions of this
Agreement.
5. That this Agreement shall be binding upon the successors and assignees of the contracting party
to any contract with the City of Pomona. As a condition precedent to acceptance, any contacts
from the City of Pomona and contracting party agree to advise its successors or assignees of this
Agreement and to obtain their consent to it in writing before the work of the representative
successor or assignees begins. Such assignment shall not be effective without the prior written
consent of the City of Pomona.
6. To promptly notify the City of Pomona of any change in ownership of the contracting party while
this Agreement is in force.
This letter Agreement cannot be modified or changed without the express written consent of the City
of Attorney of the City of Pomona.
I agree to the terms of this Letter Agreement on behalf of:
Business: MGT of America Consulting, LLC By:
(Signature)
Address: 2251 Harvard Street, Suite 134 J. Bradley Burgess, Executive Vice
Sacramento, CA 95815 (Print Name&Title) president
Date: September 12, 2017
Page 15 of 24