April 18, 2023
Finance Department
DATE: April 18, 2023
TO: Mayor Martinez and Members of the City Council
FROM:
Nickie Mastay, Deputy City Manager – Internal Services
Nanette Beacham, Director of Economic Development
Mubeen Qader, Deputy Director of Finance
Jerry Chak, Accounting Manager
Antonio Banuelos, Accounting Manager
Lizeht Zepeda, Senior Business Assistance Officer
Subject:
Audit Services Request for Proposals (RFP) for the Port of Richmond
FINANCIAL IMPACT: None currently.
PREVIOUS COUNCIL
ACTION:
November 1, 2022
STATEMENT OF THE
ISSUE:
City staff is seeking direction from City Council regarding the Audit Services (RFP) for the Port of Richmond since only one response was received.
RECOMMENDED ACTION: RECEIVE a report; and PROVIDE direction to City staff regarding the Audit Services Request for Proposals
(RFP) for the Port of Richmond – Finance Department
(Nickie Mastay 510-620-6609/Mubeen Qader 510-412-
2077/ Jerry Chak 510-620-6569).
AGENDA
REPORT
April 18, 2023
DISCUSSION:
On January 31, 2023, the Finance Department issued a Request for Proposals (RFP) for Auditing Services for the Port of Richmond (Attachment 1). The RFP was posted on the City’s BidsOnline system where 320 vendors were notified, and 14 vendors downloaded copies of the RFP. On February 27, 2023, one electronic proposal was received. The proposal was reviewed by City staff and evaluated based on the following evaluation criteria:
Proposed Method to Accomplish the Work – 25%
Firm’s Experience and Technical Competence – 25%
Project Team – 25%
Cost of Proposal – 25%
City staff is seeking City Council direction regarding the Audit Service RFP for the Port of Richmond. Items for consideration (or a combination of items) the City Council may want to include in their discussion before directing City staff are:
Cancel solicitation and issue new RFP with modifications to the scope of work while broadening the vendor outreach.
Accept the proposal from GPP Analytics and award a contract for an amount not to exceed $81,750. Contractor would provide services as set forth in their proposal (Attachment 2).
Cancel solicitation and direct City staff to work with City auditor to provide financial information requested by City Council.
Cancel solicitation and direct City staff to issue RFP to hire a consultant to develop a Strategic Plan for the Port. The goal of the strategic plan would be to provide a clear roadmap for achieving the Port’s long-term goals and objectives while addressing key challenges and risks.
Background
On November 1, 2022, City Council provided a staff report directing City staff to conduct a comprehensive audit of the Port. The request from City Council included looking at past and current economic activities and integrating the City’s planning of the Blue- Green New Deal. Additionally, there were eight other items listed that the City Council wanted fulfilled by the Port audit (Attachment 4).
The Audit report should include but not limited to:
1. Information of all leases and subleases of the Port, including start dates and expiration dates.
2. Current approved uses of each terminal.
3. Information of all the businesses’ economic activities and every registration that they have with the City of Richmond (for instance business licenses).
April 18, 2023
4. Information that is available concerning all Request For proposals (RFP) issued by the City. How long they were available to the public and how many responses each RFP received.
5. Detailed budget information: (a) 10-year cash flow report, (b) rent roll information of the current leases, (c) all transfer in and out, (d) rent roll information of each sublease.
6. Loans made to the Port from the General Fund and back payments if there have been any.
7. Environmental and health-oriented policies that are currently in place for the Port.
8. Compliance with internal controls, procedures, and governmental rules and regulations and performance - whether defined objectives were achieved.
DOCUMENTS ATTACHED:
Attachment 1 – Auditing Services for the Port of Richmond RFP Attachment 2 – GPP Analytics Proposal
Attachment 3 – Project Report
Attachment 4 – 11/1/2022 City Council Staff Report