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R-2023-023 - 1/26/2023 RESOLUTION NO. R-2023-023 WHEREAS, the City of Round Rock ("City") has previously entered into a "City of Round Rock Agreement for Professional Consulting Services related to Expert Witness/Litigation Services for Wholesale Rate Cases with Raftelis Financial Consultants, Inc." ("Agreement"); and WHEREAS, City desires to amend the scope of work and increase the Contract amount of $175,000.00 by an additional $141,256.00, increasing the total not-to-exceed amount to $316,256.00; and WHEREAS, the City Council desires to enter into Supplemental Agreement No. 1 with Raftelis Financial Consultants, Inc., Now Therefore BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK,TEXAS, That the Mayor is hereby authorized and directed to execute on behalf of the City Supplemental Agreement No. 1 to "Professional Consulting Services related to Expert Witness/Litigation Services for Wholesale Rate Cases with Raftelis Financial Consultants, Inc.," a copy of same being attached hereto as Exhibit "A" and incorporated herein for all purposes. The City Council hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended. RESOLVED this 26th day of January, 2023. CRAI OR , Mayor City Roun ock, Texas ATTEST: MEAGAN NKS, City Clerk 0112.20222;4867-574 41 EXHIBIT "A„ .10 SUPPLEMENTAL AGREEMENT NO. 1 TO "PROFESSIONAL CONSULTING SERVICES RELATED TO EXPERT WITNESS/LITIGATION SERVICES FOR WHOLESALE RATE CASES WITH RAFTELIS FINANCIAL CONSULTANTS,INC." CITY OF ROUND ROCK § STATE OF TEXAS § KNOW ALL BY THESE PRESENTS: COUNTY OF TRAVIS § COUNTY OF WILLIAMSON § THIS SUPPLEMENTAL AGREEMENT NO. 1 to "City of Round Rock Agreement for Professional Consulting Services related to Expert Witness/Litigation Services for Wholesale Rate Cases with Raftelis Financial Consultants, Inc.," hereinafter called "Supplemental Agreement No. 1," is made by and between the CITY OF ROUND ROCK, TEXAS, a home-rule municipality, hereinafter called the "City" and RAFTELIS FINANCIAL CONSULTANTS, INC., hereinafter called the "Consultant," located at 227 W. Trade Street, Suite 1400, Charlotte, North Carolina 28202. WHEREAS, the City and Consultant previously executed the referenced"City of Round Rock Agreement for Professional Consulting Services related to Expert Witness/Litigation Services for Wholesale Rate Cases," hereinafter called the "Agreement," on December 3, 2020 by Resolution No. R-2020-0353; and WHEREAS, the City desires to amend the Scope of Work and increase the Contract Amount of$175,000.00 by an additional $141,256.00; and NOW THEREFORE, in consideration of the mutual promises and obligations in the Agreement and this Supplemental Agreement No. 1, the City and Consultant agree that said Agreement is amended and supplemented as follows: I. Section 3.01 of the Agreement is hereby amended to read as follows: 3.01 SCOPE OF SERVICES Consultant shall satisfactorily provide all services described herein and as set forth in the Addendum to Exhibit "A," attached hereto and incorporated herein by reference or all purposes. Consultant's undertaking shall be limited to performing services for City and/or advising City concerning those matters on which Consultant has been specifically engaged. Consultant shall perform services in accordance with this Agreement in a professional and workmanlike manner 4873-5499-2455/ss2 pursuant to the Work Schedule attached as Exhibit `B," and incorporated herein by reference for all purposes. II. Section 5.01 of the Agreement is hereby amended to read as follows: 5.01 CONTRACT AMOUNT In consideration for the consulting services Consultant shall b paid on the basis of actual hours worked by employees performing work associated with this Agreement, in accordance with the Fee Schedule attached hereto as the Addendum to Exhibit "C," incorporated herein by reference for all purposes. Not-to-Exceed Total Payment for Services: Consultant's total compensation for consulting services hereunder shall not exceed Three Hundred Sixteen Thousand Two Hundred Fifty-Six and No/100 Dollars ($316,256.00). This amount represents the absolute limit of City's liability to Consultant hereunder unless same shall be changed by Supplemental Agreement, and City shall pay, strictly within the not-to-exceed sum recited herein, Consultant's fees for work done on behalf of City. Payment for Reimbursable Expenses: There shall be no payments for reimbursable expenses included in this Agreement. III. This Supplemental Agreement No. 1 shall amend the original Agreement only as set forth herein with no other changes in terms or conditions of the original Agreement. [Signatures on the following page.] 2 IN WITNESS WHEREOF, the City and Consultant have executed this Supplemental Agreement to be effective as of the last date of due execution by both parties. CITY OF ROUND ROCK,TEXAS RAFTELIS FINANCIAL CONSULTANTS,INC. By: By: �� Printed Name: Printed au4tz.�Name: ' /4-riq i 2 Title: Title: S Date Signed: Date Signed: aw6a ATTEST: By: Meagan Spinks,City Clerk FOR CITY,APPROVED AS TO FORM: By: Stephanie L. Sandre,City Attorney 3 ADDENDUM TO EXHIBIT A — SCOPE OF WORK Raftelis proposes providing the following services for the rate case: 1) Provide financial and rate analysis, as needed,through the rate case 2) Provide rate case support as it relates to Rate Case Application. 3) Rate case support will include providing direct and rebuttal testimony and participation in hearings. 4) Provide input into rate case strategy; 5) Respond to Requests for Information in coordination with Round Rock staff; 6) Develop any additional analysis required for settlement discussions or the rate case testimony. R"gon 6J37/200 ADDENDUM TO EXHIBIT C—FEE SCHEDULE The initial budget was$175,000.This amendment of$141,256 brings the total to$316,256.This amendment will be completed on a time and materials basis at the Standard Hourly Billing Rates as shown below: Raftelis' 2023 Standard Hourly Billing Rates Position Hourly Billing Rate Chair $475 Chief Executive Officer/President $425 Executive Vice President $375 Vice President/Principal Consultant $340 Senior Manager $295 Principal Consultant $280 Manager $260 Director of Strategic Communication Services $260 Software Developer/Manager $260 Senior Consultant $230 Senior Software Developer $230 Consultant $200 Software Developer/Consultant $200 Creative Director $200 Associate Consultant $175 Graphic Designer $150 Analyst $125 Administration $95 Technology/Communications Charge* $10 * Technology/Communications Charge—this is an hourly fee charged monthly for each hour worked on the project to recover telephone, facsimilie, computer,postage/overnight delivery, conference calls, electronic/computer webinars,photocopies, etc. PAWW-6W/W19