Legislation Details

File #: 25-061    Name: Baker Tilly Amendment No.2 and 3
Type: Report/Regular Status: Agenda Ready
File created: 1/31/2025 In control: City Council - Special
On agenda: 2/11/2025 Final action:
Enactment date: Enactment #:
Title: Adopt a Resolution Ratifying Amendment No. 2 to the Professional Services Agreement with Baker Tilly Advisory Group, LP of Mountain View in the amount of $55,000, which was executed as a Change Order by the City Manager and adding $150,000 for additional Professional Financial Services for a Total Contract Not to Exceed $308,900 ($103,900 Approved + $55,000 ratification + 150,000 for additional support) (CM)
Attachments: 1. Attachment 1 - Baker Tilly Amendment No. 3, 2. Attachment 2 - Resolution
Date Action ByActionResultAction DetailsMeeting DetailsVideo
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AGENDA TITLE:
title
Adopt a Resolution Ratifying Amendment No. 2 to the Professional Services Agreement with Baker Tilly Advisory Group, LP of Mountain View in the amount of $55,000, which was executed as a Change Order by the City Manager and adding $150,000 for additional Professional Financial Services for a Total Contract Not to Exceed $308,900 ($103,900 Approved + $55,000 ratification + 150,000 for additional support) (CM)
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MEETING DATE:
February 5, 2025

PREPARED BY:
Laurie Montes, Assistant City Manager-Part-Time


recommendation
RECOMMENDED ACTION:
Adopt a Resolution Ratifying Amendment No. 2 to the Professional Services Agreement with Baker Tilly Advisory Group, LP of Mountain View, which was executed as a Change Order by the City Manager in the amount of $55,000 and adding $150,000 for additional Professional Financial Services for a Total Contract Not to Exceed $308,900 ($103,900 Approved + $55,000 ratification + 150,000 for additional support).

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BACKGROUND INFORMATION:
On August 28, 2024, the City Manager entered into a Professional Services Agreement with Baker Tilly Advisory Group, LP (Baker Tilly) in the amount of $60,000 to provide Library Assessment Services to analyze the best structure for the sustainability of programming and operations. Baker Tilly's analysis compared the benefits and challenges of the various library models allowed under state statute, and provided financial analysis and models of the alternatives, and their final report was presented to the City Council at a special meeting on January 28, 2025.

On October 2, 2024, the City Council authorized waiving competitive bidding requirements for the original Professional Services Agreement pursuant to LMC 3.20.070 and approved Amendment No. 1 to the contract ($43,900) adding Long-Range Financial Forecasting Services for the City's General Fund. Pursuant to Lodi Municipal Code (LMC) Section 3.20.075, professional/technical services contracts, including accou...

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