2020/09/17 The Lew Edwards Group* Please attached a second page for additional information to support this agreement.
CITY OF MENIFEE
Agreement/contract coversheet
DATE: July 21, 2020
TO: Armando G. Villa, City Manager
CC:
Agreement Routed to City Attorney: 7/21/2020 (Via email, attached)
Insurance Requirements: General Liability (Expiration Date: 2/6/2021)
(Attached) Automobile Liability (Expiration Date: 9/1/2020)
Worker’s Compensation (Expiration Date: 9/21/2020)
Other- Errors & Omissions (Expiration Date: 9/30/2020)
FROM: Kayla Charters, Management Analyst
Margarita Cornejo, Financial Services Manager
SUBJECT: Professional Services Agreement between the City of Menifee The Lew Edwards Group for
Community Assessment Project
IS THE AGREEMENT/CONTRACT WITHIN THE CITY MANAGER’S SIGNATURE AUTHORITY?
Yes – Purchase of Commodities under $50,000 Professional Services under $25,000
Change Order under $25,000 or less than 10% of original contract (supplies, equipment, services
or construction contracts)
Public Works Contract for $45,000 or less
No – City Council authorized City Manager to sign (Council action attached)
WHY IS THIS AGREEMENT/CONTRACT NEEDED?
The agreement between the City of Menifee and The Lew Edwards Group provides for the Community Assessment of all
recent City issues/media coverage in the public arena. Upon completion of such audit/review the consultant shall provide
strategic communications and policy recommendations. Such services help the City maintain/enhance its communication
outreach with public to ensure the community is informed and updated on key issues affecting the City.
WHAT IS THE TOTAL LENGTH OF THE AGREEMENT/CONTRACT?
The term of the agreement will cover the period of March 1, 2020 through June 30, 2020
WHAT IS THE TOTAL DOLLAR AMOUNT OF THE AGREEMENT/CONTRACT?
$24,000 (Not-to-Exceed Amount)
HOW WAS THE VENDOR/CONSULTANT/CONTRACTOR DECIDED ON?
Staff has worked with this consultant in the past. The Consultant is familiarized with the Menifee community and staff
has been satisfied with the overall performance and delivery of service provided by the consultant.
Department Date Initials
Gina Gonzalez, Economic Dev. Director
Wendy Preece, Deputy Finance Director
Rochelle Clayton, Deputy City Manager
Jeffrey T. Melching, City Attorney
Sarah A. Manwaring, City Clerk
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7/28/2020
7/29/2020
8/14/2020
8/14/2020
9/17/2020
2
Supplies/Equipment/Maintenance/Construction Prior Contract/Experience with the City
$5,000 - $49,000 – Three Written Quotes Yes
Over $50,000 – Competitive Bidding and Formal Proposals
Public Works Projects Professional Services
Under $45,000 – Purchase Order, Contract (Prudent Judgement) Under $25,000 – City Manager
$45,000 - $174,999 – Informal Bidding Process over $25,000 – City Council Approval
Over $175,000 – Formal Bidding Required
WHERE ARE THE FUNDS COMING FROM?
Funding is coming from the approved FY 2020/21 Economic Development Budget (Professional Services)
WHAT GENERAL LEDGER ACCOUNT NUMBER SHOULD BE USED FOR THE PURCHASE ORDER?
100-4350-52800
IS THERE SUFFICIENT BUDGET? WHAT IS THE AVAILABLE BUDGET?
Yes, as of 7/21/2020 Account #100-4350-52800 (Professional Services) has a balance of $453,797 (see attached Eden
Report)
ATTACHMENTS
- CONTRACT/AMENDMENT
- CERTIFICATES OF INSURANCE
- EMAIL TO CITY ATTORNEY FOR REVIEW/APPROVAL
- EXPENDITURE STATUS REPORT (AVAILABILITY OF FUNDS)
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September17th
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From:Margarita Cornejo
To:Paula Muratore
Subject:FW: Agreement Review Request: Lew Edwards Group (Community Assessment Review)
Date:Tuesday, July 21, 2020 11:00:08 AM
Attachments:image008.png
From: Melching, Jeffrey <jmelching@rutan.com>
Sent: Tuesday, July 21, 2020 10:58 AM
To: Margarita Cornejo <mcornejo@cityofmenifee.us>
Subject: RE: Agreement Review Request: Lew Edwards Group (Community Assessment Review)
CAUTION: This email originated from outside of the organization. Do not click on any links or open
attachments unless your recognize the sender and know the content is safe.
Margarita:
This is good to circulate.
From: Margarita Cornejo <mcornejo@cityofmenifee.us>
Sent: Tuesday, July 21, 2020 9:39 AM
To: Melching, Jeffrey <jmelching@rutan.com>
Subject: Agreement Review Request: Lew Edwards Group (Community Assessment Review)
Good Morning Jeff,
Attached for your review is the proposed Professional Services Agreement with The Lew Edwards
Group for a Community Assessment Review.
This agreement request is from the City’s Economic Development Department
Can you please review and advise if this is ok to start routing for signatures or will require any
changes?
Thank you again!
Margarita Cornejo | Financial Services Manager
Finance Department
City of Menifee | 29844 Haun Road | Menifee, CA 92586 (*Please note our new location!)
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07/21/2020
City of Menifee
1
3:50PM
Page:expstat.rpt Expenditure Status Report
7/1/2020 through 6/30/2021
Periods: 0 through 14
General Fund100
Account Number
Adjusted
Appropriation Expenditures
Year-to-date
Expenditures
Year-to-date
Encumbrances Balance
Prct
Used
100-4350 Economic Development
453,797.00 0.00 0.00 0.00100-4350-52800 Professional Services 0.00 453,797.00
Total General Fund 453,797.00 0.00 0.00 0.00 453,797.00 0.00
Grand Total 453,797.00 0.00 0.00 0.00 0.00 453,797.00
1Page:
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