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HomeMy WebLinkAboutFCS-12-132 - E12-056 Operations Division Revie REPORT TO: Jeff Willmer, Chief Administrative Officer DATE OF MEETING: 2012-07-19 SUBMITTED BY: Larry Gordon, Director of Supply Services, 2214 PREPARED BY: Larry Gordon, Director of Supply Services, 2214 WARD(S) INVOLVED: N/A DATE OF REPORT: 2012-07-12 REPORT NO.: FCS-12-132 SUBJECT: E12-056 – Consultant Services – Operations Division Operational Review RECOMMENDATION: That Expression of Interest E12-056 – Operations Division Operational Review, be awarded to Dillon Consulting Limited, Ottawa, Ontario at their estimated fee of $86,247., plus H.S.T. of $11,212.11, for a total of $97,459.11, based on a satisfactory contract being negotiated and upset fee being established. BACKGROUND: As it has been a number of years since a full review was performed within the Operations Division, and due to the recent integration of the Division into the Kitchener Operations Facility (KOF), it is the intent of this review to provide greater insight into the state of the services it currently delivers and highlight opportunities that will result in an enhanced service delivery model for the future. Typically and traditionally, simple procedural (processes) and/or functional (tasks) reviews would be recommended to determine “what is being done” and “how (well) is it being done”. These reviews, which help highlight potential efficiency gains, are adequate to assess entities that: a) Have seen no organizational changes, and b) Provide a fixed product/service offering, and c) Have clearly defined product/service level expectations. As none of the three previous points accurately reflect the Operations Division’s current environment, it is asserted that a review of this type at this time would be inadequate, inappropriate, and their results, inconsequential. As the City of Kitchener’s Operations Division has, in fact, been impacted by an organizational restructuring recently, and has numerous undefined service expectations, a more grass roots “operational review” approach is considerably more prudent. An operational review’s objective is to step back and assess the “effectiveness” of an entity by asking two distinct questions: 1. “Are the right things being done?” 2. “Are they being done the right way?” It is the intent of this review to provide some meaningful answers to the previous two questions. Combined with a Services Inventory and organizational overview of the Operations Division that will be provided to them by Staff, the successful bidder of the Consulting Service is anticipated to provide objective and critical insight, comparators, and/or recommendations into: ? service provisions comparisons to at least three similar municipalities ? the definition, requirements, and implementation impacts of Best Practices ? alternative service provision mechanism ? the assessment of the budgetary overages and/or funding deficits that the Operations Division has seen (and been affected by) in recent years REPORT: In accordance with Chapter 170 of the Municipal Code pertaining to the Selection of Professional Services/Consultants, a Consultant’s Review Committee was established consisting of P. Houston, Deputy CAO, Infrastructure Services; J. Witmer, Director of Operations; H. Gross, Director of Asset Management; C. Tasker, Internal Auditor; R. Thele, Manager of Service Coordination and Improvement, Infrastructure Services; and L. Gordon, Director of Supply Services. Expressions of interest were advertised publicly in The Record, on the City of Kitchener website and on the internet through the Ontario Public Buyers Association Electronic Tendering Information System relative to this project. Documents were downloaded by thirty-eight (38) st interested parties, and by the closing date of Thursday May 31, 2012, twelve (12) responses had been received. th The review committee (sans P. Houston) met on, Thursday, June 28, 2012, to review the submissions and a shortlist of three (3) candidates was selected for further interviews. The thth Committee met on Tuesday July 10, 2012 and Wednesday July 11, 2012 to interview the shortlisted candidates. The Committee elected to award the project to Dillon Consulting Limited, Ottawa, Ontario. The Committee rated consultants on the following criteria: ? Qualifications/Expertise ? Proposed Project Team ? Effect of Interview ? Cost of Consultant’s Fees ? Variety and Quality of Disciplines In-House/In-Consortium ? Effectiveness of work plan A listing of the responding parties follows for your reference: COVENCO Ltd. Don Mills ON CRG Consulting Ottawa ON Deloitte Inc. Kitchener ON Dillon Consulting Limited Ottawa ON EMA Canada Inc. Oakville ON ForwardVu Solutions Inc. Toronto ON GGA Management Consultants Toronto ON KPMG LLP Hamilton ON Maximus Canada Services Inc. Toronto ON PSTG Consulting Inc. Toronto ON ROCG Consulting Courtice ON Stantec Consulting Ltd. Kitchener ON ALIGNMENT WITH CITY OF KITCHENER STRATEGIC PLAN: Theme: Financial Management Strategic Direction: Ensure responsible use of public funds within a supportive policy framework. The City of Kitchener’s purchasing policies and practices ensure openness, fairness and transparency in the procurement of goods and services. FINANCIAL IMPLICATIONS: Financial Summary for Expression of Interest E12-056 Operations Division Operational Review Internal Order #59500890 As at July 18, 2012 Estimated Cost for Capital Phase of Work EOI E12-056 costs, including HST 97,459.11 less: HST rebate on tender (9,694.16) Net Cost Being Awarded 87,764.95 A Costs Incurred to Date - Projected Costs to complete this Phase - Total Estimated Cost for this Phase of Work 87,764.95 C Budget for this Phase of Work City of Kitchener 100,000.00 Total Budget for this Phase of Work 100,000.00 B Estimated Surplus/(Deficit) for this Phase of Work (B - C) 12,235.05 D The surplus amount (D) will remain in the account to offset costs associated with the implementation of recommendations. COMMUNITY ENGAGEMENT: Not applicable. ACKNOWLEDGED BY: Dan Chapman, Deputy CAO & City Treasurer, Finance and Corporate Services