Title
Joint committee action approving Change Order Number One for the implementation phase of the replacement of the property tax administration services with Beth Malloy and Associates, Chicago, Illinois, in the amount of $576,303.
Staff Summary
• In April 2014, a contract was awarded to Beth Malloy and Associates, Chicago, Illinois, for consulting services for phases one through five for the replacement of 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.
• Based on the completion of phases one through five, the next phase of implementation consulting services is required.
• The potential system implementation replacement effort for phase six is anticipated to be a 24 month project and will involve a review to implement new processes with an eye on improving the efficiency of the property tax processes with the assistance of a consulting partner to compare with best practices and make recommendations to improve County operations.
• 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.
• Change Order Number One is in the amount of $576,303, increasing the original contract amount from $168,997 to $745,300.
• The consulting services included in this change order was originally contemplated in the initial contract for Beth Malloy and Associates and is budgeted.
Body
TO: Chair, Revenue Records & Legislation and Finance & Administration Committee
FROM: RuthAnne Hall, Purchasing Agent
DATE: July 8, 2015
RE: Contract Modification - Purchase Agreement #14043
1. In April 2014, the Lake County Board authorized a Contract with Beth Malloy & Associates, Chicago, Illinois, for consulting services for phase one through five in the amount $168,997.
2. This Change Order Number One for phase six implementation increases the contract amount $576,303 for a total contract value of $745,300
3. 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.
5. This change modification will cost the County an amount not-to-exceed $576,303 charged to account # 101-1103383-84040.