HomeMy WebLinkAbout27 - Professional Services Agreement—Civic Center Audit - PowerPointPROJECT AUDITOR - CIVIC CENTER
PROJECT CLOSE-OUT AUDIT
RFQ No. 16-11
City of Newport Beach '
City Council Meeting - 4
November 24, 2015
Allyson Gipson, Project Manager for Project Audit
Request for Qualifications Development:
• Unique requirement of both financial audit and
professional services audit
• Samples of similar procurements
• City of Houston, Hobby Airport
• City and County of San Francisco
• State of Ohio, Facilities Construction Commission
• Scope development —two phased approach
• Specific qualifications (CCA, $50M min. size, etc.)
• Anticipated cost/budget —industry standard of
approximately 1% of total program cost
2
• Outreach to known providers — 9 firms
• RFQ released Sept. 15, 2015
• Pre -Proposal meeting (in person and via
telephone) Sept. 28, 2015 — 13 participants
• Responses received Oct. 14, 2015
• Total submittals received - 12
Beyond Design and Construction — Student and Community Involvement in the Building Program 3
SOQs were evaluated in several specific areas:
• Compliance with basic RFQ requirements
• General firm overview/history
• Relevant auditing experience
• Key personnel credentials and experience
• Approach to services
• Rates in comparison to competitors (less than 10%
of evaluation total)
M
Beyond Design and Construction — Student and Community Involvement in the Building Program
FL
Alhambra
Sacramento
San Juan
Capistrano
CO & OH,plus CA
offices
Pasadena
San
Francisco
NY. -LA
VA
Irvine7ranciscosacraments
$275
$350
$450
$378
$330
$450
$385
$275
$260
$185
$255
$170
$18+0
$250
$350
$318
$300
$435
$340
$215
$230
$166
$255
$155-
$150
$200
$250-
$279
$270
$225-
$270-
$195
$200
$158
$190-
$160
$300
$315
300
$195
$150
$160
$200
$265
$215-
$165
$200-
$160
$180
$127-
$145-
$240
$245
$135
$165
$145
$125
$65-
$100
$75
$68
$110
Y
Y
Y
N
Y
N
Y
N
N
Y
Y
Y
Beyond Design and Construction — Student and Community Involvement in the Building Program
The RFQ responses were evaluated independently by
athree-person team (2 City of Newport Beach and 1
Harris). Three firms ranked the highest based on the
evaluation criteria:
• R. W. Block
• Simpson &Simpson/Beezley
• Sjoberg Evashenk
R
The three firms were interviewed on Nov. 4, 2015.
Each firm was asked to present their mobilization
plan for the first 30 days and to respond to detailed
questions. Firms were evaluated on:
• Strength of the designated auditor (lead)
• Strength of the overall team
• Cohesiveness of the mobilization plan
• Responses to 7 questions
Based on the results of the interview process, the
highest ranked firm was RW Block.
• RW Block's presentation was excellent
• References were effusive in their assessment of
Block's services, responsiveness and professionalism
• All 3 finalists estimated the cost of Phase 1 to be in
the same range of approx. $100K
• Anticipated fee equal to 0.5% (compared to 1%
forecast)
:
QUESTIONS?
4,