Title
Committee action approving Change Order Number Four for the project management services for the property tax administration services with Beth Malloy and Associates, Chicago, Illinois, in the amount not to exceed $119,660.
Staff Summary
• In April 2014, a contract was awarded to Beth Malloy and Associates for consulting services for Phases One through Five, in the amount of $168,997, for the support of development and evaluation of the request for proposal process for the replacement of the Lake County’s property tax administration system which included: needs assessments, development of an action plan, procurement plan, evaluation and review of submittals, and contract negotiation.
• In July 2015, the County Board approved Change Order Number One for phase six for the project management implementation of the new tax software system. The amendment provided for 24 months of project management as a time and material contract not to exceed $576,303.
• In November 2017, the County Board approved Change Order Number Two to provide an additional 14 months of project implementation due to a delay in the implementation of the Tyler Tax System.
• In January 2019, the County Board approved Change Order Number Three in the amount of $78,165 for project management services, providing for an average of 135 hours per month through April 30, 2019, estimated at $26,055 per month. This change order is based upon a time and materials agreement, and increased the contract amount from $1,141,388 to 1,219,553.
• As the project nears final implementation, there is a need for continued project management services for the iasWorld/Tyler Tech implementation. Change Order Number Four of the contract is essential for the smooth functioning of property tax collections given the termination of the contract with the legacy system provider.
• Change Order Number Four is based upon a time and materials agreement and is in a not to exceed amount of $119,660. Payment for work through June 30, 2019 is estimated at $42,460; payment for work from July 1, 2019 through November 30, 2019 is estimated at $77,200. This change order increases the contract amount from $1,219,553 to $1,339,213.
• In accordance with Article 8, Section 101 (2) of the Lake County Purchasing Ordinance, this Change Order is germane to the original contract as signed and is in the best interest of Lake County.
Body
CHANGE ORDER
TO: Chair, Finance & Administration Committee
FROM: RuthAnne Hall, Purchasing Agent
DATE: May 12, 2019
RE: Change Order Number Four- Agreement Number 14043
1. In April 2014, the Lake County Board authorized a contract with Beth Malloy and Associates, Chicago, Illinois, for consulting services for Phase One through Five in the amount $168,997.
2. In July 2015, the Lake County Board authorized Change Order Number One for Phase Six implementation of the project increases the contract amount $576,303 for a total contract value of $745,300
3. In November 2017, the County Board approved Change Order Number Two to provide an additional 14 months of project implementation due to a delay in the implementation of the Tyler Tax System.
4. In January 2019, the County Board approved change Order Number Three in the amount of $78,165 and provides for an average of 135 hours per month, estimated at $26,055 per month through April 30th, 2019 of project management as a time and materials agreement, increasing the contract amount from $1,141,388 to 1,219,553.
5. In accordance with Article 8, Section 101 (2) of the Lake County Purchasing Ordinance, this Change Order is germane to the original contract as signed and is in the best interest of Lake County.
6. Change Order Number Four is in a not to exceed amount of $119,660, that is broken down as $42,460 before June 30, 2019; and $77,200 from July 1 through November. Increasing the contract amount from $1,219,553 to $1,339,213.