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11To: Via: From: Date: South Miami The Honorable Mayor & Members of the City Commission Hector Mirabile, PhD, City Manager��� Alfredo Riverol, CPA, CrFA, Chief iF`nan /cial Officer December 9`h, 2010 Agenda Item No.: A Resolution of the Mayor and City Commission of the City of South Miami, Florida, authorizing the City Manager to execute an agreement Subject: with the firm of XpoTek, Inc. (XpoTek) to perform a special audit of the City's telecommunications billing for a contingent retainer fee of forty percent (40 %) of a twelve (12) month period of cumulative savings received from recovered overcharges, and providing an effective date. The City's current computer consultant, International Data Consultants, believes it is in the best interest of the City to engage the services of XpoTek, Inc. (XpoTek) to perform a special audit that would assist the City in reviewing and determining monthly telecommunications service overcharges that may now exist, or have existed in previous billings. XpoTek will also recommend to the City opportunities to save costs based upon the optimization of telecommunications services including, but not limited to, elimination of unused, unneeded Background: circuits and lines; renegotiation of current services for better pricing and provision of more efficient bandwidth allocation. XpoTek will perform the special audit of the City's telecommunications billing for a contingent retainer fee of forty percent (40 %) of a twelve (12) month period of cumulative savings received in the form of refunds or credits from recovered overcharges. Should no refund or credit be recovered and no reduction in the monthly charges for these utility services be experienced, no fees shall be owed to XpoTek by the City. Account Number 001- 1320 -513 -4120 (with a current balance of $45,717.67) Expenditure Amount At this time $0.00. Backup Documentation: Company Background and Proposed Agreement. Page 1 of 2 Riverol, Alfredo From: AslanF @aol.com Sent: Thursday, December 09, 2010 9:40 PM To: Velez, Pablo R; Feingold, Laurence Cc: Riverol, Alfredo; Hector Mirabile Subi•munications Billing Audit Item Pablo I approv� You have correctly identified the item to be approved. Perhaps the Manager dev�as to whether or not he wants further more detailed description on each item. In the interim your describing what I am approving on the cover of this email should be a process followed by all dept. heads. Larry Laurence Feingold P.A. City Attorney of South Miami. City Hall (305) 663 -6340 Beach Office: (305) 538 -1686 Cell: (305) 495 -7887 Fax: (305) 538 -7875 Web: laurencefeingold.com In a message dated 12/9/2010 6:08:49 P.M. Eastern Standard Time, PVelez @southmiamifl.gov writes: Mr. Feingold, Attached for your review and approval, please find the agenda sheet, memo, resolution, company background and proposed agreement for the above referenced matter. The intent is to have this included as a Consent Item on the Agenda for next week's Commission Meeting. Should you have any questions, please contact me. As always, thank you. Pablo R. Velez, Esq. Purchasing Manager City of South Miami 6130 Sunset Drive South Miami, Florida 33143 -5093 Office: (305) 663 -6339 12/10/2010 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 RESOLUTION NO. A Resolution of the Mayor and City Commission of the City of South Miami, Florida, authorizing the City Manager to execute an agreement with the firm of XpoTek, Inc. (XpoTek) to perform a special audit of the City's telecommunications billing for a contingent retainer fee of forty percent (40 %) of a twelve (12) month period of cumulative savings received from recovered overcharges, and providing an effective date. WHEREAS, the City's current computer consultant, International Data Consultants, believes it is in the best interest of the City to engage the services of XpoTek, Inc. (XpoTek) to perform a special audit that would assist the City in reviewing and determining monthly telecommunications service overcharges that may now exist, or have existed in previous billings. WHEREAS, XpoTek will recommend to the City opportunities to save costs based upon the optimization of telecommunications services including, but not limited to, elimination of unused, unneeded circuits and lines; renegotiation of current services for better pricing and provision of more efficient bandwidth allocation. WHEREAS, XpoTek will perform the special audit of the City's telecommunications billing for a contingent retainer fee of forty percent (40 %) of a twelve (12) month period of cumulative savings received in the form of refunds or credits from recovered overcharges. Should no refund or credit be recovered and no reduction in the monthly charges for these utility services be experienced, no fees shall be owed to XpoTek by the City. NOW THEREFORE BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA; Section 1. That the City Commission hereby authorizes the City Manager to execute an agreement with the firm of XpoTek, Inc. to perform a special audit of the City's telecommunications billing for a contingent retainer fee of forty percent (40 %) of a twelve month period of cumulative savings received from recovered overcharges. Section 2. This resolution shall take effect immediately upon adoption. PASSED AND ADOPTED this _ day of 2010. ATTEST: CITY CLERK READ AND APPROVED AS TO FORM AND SUFFICIENCY: CITY ATTORNEY APPROVED: MAYOR COMMISSION VOTE: Mayor Stoddard: Vice Mayor Newman: Commissioner Palmer: Commissioner Beasley: Commissioner Harris: a Contracts Analysis e Contract Negotiations e Discrepancy Resolutions ® Bandwidth Analysis ® Competitive Bids a RFPs After decades of working with the best -in -class and largest carriers in the US, and managing from mid -size businesses to Fortune 500 companies, our managing team of professionals at XpoTek recognizes the challenges that our customers face every day, our management team has over 150 years of combined experience in the telecommunications industry, we are confident that we have the tools and experience to help our customers succeed; and this is why we say that at XpoTek your success defines ours. Telecorn Bill Analysis & Consulting Services We forensically review for discrepancies between Monthly Recurring Charges (MRC) billed and the MRC dictated by the existing contracts. Where discrepancies are found XpoTek will negotiate with the carrier on the customer's behalf for a correction of the bill and credits. LEGACY SERVICES As an important facet of our analysis, we identify services being billed and not in use. This can have a major impact on your monthly billing. When such services are suspected, we work closely with the carrierto perform non - intrusive specialized testing, to determine if services are in use. XpoTek will negotiate with the carrier on the customer's behalf for a correction of the bill and credits where. applicable. CONTRACT NEGOTIATIONS Negotiate with the carrier for highest possible discounts for contracts that are about to expire or service that is not under contract. Provide information on what other carrier offerings are available that would present better technological solutions and more financially cost effective pricing and optimization. Compare other carriers MRC for similar services to provide the customer with more leverage in negotiating higher discounts. Network Analysis Perform comprehensive bandwidth utilization analysis and prepare detailed usage reports for the entire customer network when necessary. This will allow you to engineer your bandwidth requirement to satisfy your true business needs and achieve maximum cost savings. Professional Services XpoTek is available to provide you with a comprehensive review of any and all components of your network and telecom infrastructure. We can review all your equipment maintenance contracts and pricing plans and assist you in effecting beneficial and financially cost effective changes.. We can assist you in the issuance of a request for proposal, in reviewing bids and in the rate negotiation process. XpoTek is available on either a temporary or permanent basis to handle specific aspects of your telecom needs. Whether it is project management, moves adds and changes, or any project related activity; we can manage it all for you. We are available to manage your ongoing telecom expense on a monthly, quarterly or annual basis. • Experience • Professional • Customer Focus • Flexible • Responsive • Thorough www.XpeTek.com Xp Tek 13615 S. Dixie Hwy. #308 Mlaml, Florida 33176 Client: City of South Miami Address: 6130 Sunset Drive South Miami FL 33143 1. The undersigned, hereinafter called CLIENT, have entered an agreement in writing this date with XpoTek, Inc. (XpoTek) to serve as carrier bill audit consultant for the undersigned, concerning telecommunications billing. 2. AUDIT PROCESS XpoTek agrees to examine Client's utility (carrier) accounts, to determine monthly telecommunications service OVERCHARGES that may now exist, or have existed on previous billings. XpoTek will prepare documentation that it, in its sole discretion, deems necessary to negotiate with the proper Telephone Communication Company(s) to have OVERCHARGES removed and to obtain REFUNDS and /or CREDITS for PAST OVERCHARGES. In addition, XpoTek can recommend opportunities for CLIENT to save costs based upon the optimization of telecommunications services. Upon acceptance of an opportunity to save costs due to XpoTek's recommendation and client will cooperate with XpoTek as necessary in order to complete the needed process. 3. RECOVERY OF PAST OVERCHARGES CLIENT agrees to pay XpoTek forty percent (40 %) of ALL RECOVERED OVERCHARGES received in the form of REFUNDS or CREDITS. Payment shall be due and payable within 30 days of receipt of refund credit or check. Where there is NO refund or credit, and there is NO reduction in the monthly charges for utility services due to XpoTek's efforts, there is NO FEE. XpoTek's compensation is contingent upon its ability to secure a refund and /or credit for the client. 4. FUTURE BILLING REDUCTIONS In the event XpoTek successfully obtains a REDUCTION in the CLIENT'S BILLINGS, whether by correction of billing errors, rate and tariff changes, contract changes, or any combination thereof, any of which result in FUTURE SAVINGS, CLIENT agrees to pay XpoTek forty percent (40 %) of the CUMULATIVE SAVINGS FOR a TWELVE (12) month period beginning the date the savings appear on the CLIENT'S bill. if the service that the savings are realized upon is terminated by CLIENT, then the payments to XpoTek are waived from the point of cancellation forward. Written confirmation must be provided. The CLIENT is under no obligation to consent to the courses of action recommended by XpoTek under this section (4). However, in the event that XpoTek's recommended changes are implemented by either the CLIENT, or XpoTek (with the CLIENT'S prior approval,) XpoTek is entitled to compensation at the rate of forty percent (40 %) of the monthly reduction(s) over the same period as above, beginning with the first month the reduction becomes effective and realized. If CLIENT declines to carry out cost savings recommendations proposed by XpoTek, then CLIENT must notify XpoTek in writing of its intent to decline said recommendation. However, in any event, the client is responsible for the payment to XpoTek of the compensation described in this paragraph should it implement the recommendation of XpoTek within two (2) years of the date of when the written notice was presented by XpoTek to client. Contact Name: Title: Telephone: (B). Recovery of funds or credits from the utilities have been received by the CLIENT and settled with XpoTek in accordance to the above agreement. (C). XpoTek has provided client with written notice that NO recoveries or credits will be made or forthcoming. 6. Client acknowledges that XpoTek will be auditing telecommunications invoices, bills and records for the purpose of identifying erroneous charges and cost saving opportunities. There are no exclusions to the audit as described in this agreement other than those listed below in this section. ('" Items, if any, not to be included as part of the audit.) 7. Client shall give cooperation to XpoTek in completing any forms necessary in implementing the recommendations agreed to by client, documentation necessary for credit requests, and copies of appropriate documents, in a timely manner. Client shall direct agents and representatives of the telecommunications companies to cooperate with XpoTek based upon the legitimate provisions of the "Letter of Agency (Authority)" agreed upon with XpoTek 8. This agreement shall be governed by and construed by the laws of the State of Florida, with exclusive venue being Broward County, Florida. Client agrees to pay XpoTek reasonable attorney's fees in the event that amounts due under this agreement are collected by or through attorneys. All payments are due within 30 days from the date billed. All payments thereafter are subject to a late charge in the amount of 1.6% interest per month, for each month that the invoice is past due. 9. CONFIDENTIALITY We agree not to announce or disclose to any third party confidential information furnished in written, pictorial, or other tangible form, to XpoTek Information will not be duplicated. Confidential information will be used only for the purposes as noted by this agreement. Accepted this day of , 2010, BY: City of South Miami (client) Signature S. TERM BY: XpoTek, Inc. This agreement shall remain in effect through the completion of the following: (A). All documented and presented audit issues to CLIENT provided by XpoTek has been resolved. Signature Title Confidential Bill Audit Agreement 12/09/2010