HomeMy WebLinkAboutResolution No. 09-065
CITY OF THE COLONY, TEXAS
RESOLUTION NO. 09-065
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS, ACCEPTING THE PROPOSAL SUBMITTED BY
WEAVER & TIDWELL FOR PROFESSIONAL FORENSIC AUDITING
SERVICES OF DEVELOPER'S AGREEMENTS FOR THE CITY OF THE
COLONY, WHICH IS ATTACHED HERETO AND INCORPORATED
HEREIN AS EXHIBIT "A"; AUTHORIZING THE CITY MANAGER TO
EXECUTE AN ENGAGEMENT LETTER FOR SAME SERVICES; AND
PROVIDING AN EFFECTIVE DATE
WHEREAS, the City has determined that it is in the best interest of the City to accept the
Proposal submitted by Weaver & Tidwell for Professional Forensic Auditing Services of
Developer's Agreements, which is attached hereto and incorporated herein as Exhibit "A", under
the terms and conditions provided therein; and
WHEREAS, the City and Consultant have entered into an Engagement Letter such that
the Consultant is to provide Professional Forensic Auditing Services of Developer's Agreements;
and
WHEREAS, with the Engagement Letter the City of The Colony is agreeing to pay the
sum not to exceed $18,250 for such work.
THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
THE COLONY, TEXAS THAT:
Section 1. The Proposal, which is attached hereto and incorporated herein as Exhibit "A",
having been reviewed by the City Council of the City of The Colony, Texas, and found to be
acceptable and in the best interest of the City and its citizens, be, and the same is hereby, in all
things approved in the amount not to exceed $18,250.
Section 2. The City Manager is hereby authorized to execute an Engagement Letter on
behalf of the City of The Colony, Texas.
Section 3. This Resolution shall take effect immediately from and after its adoption and
it is so resolved.
63918
PASSED, APPROVED and EFFECTIVE this 8th day of September, 2009.
ATTEST: *oq4, Mayor
C ity of T e Colony, Texas
Chnstie Wilson, City Secretary
APPROVED AS TO FORM:
Robert E. Hage , ity Attorney "63918
weaver}
February 3, 2010
Mr. Tony Johnston, City Manager
City of The Colony
6800 Main Street
The Colony, Texas 75056
Dear Mr. Johnston,
We are pleased to confirm our understanding of the nature and limitations of the services we are
to provide to the City of The Colony.
We will apply the agreed-upon procedures which The City of The Colony has specified, listed in
the paragraph below. This engagement is solely to assist the City of The Colony in determining
whether it has complied with the terms of the developer agreements specified in the paragraph
below and with specific provisions of the Texas Local Government Code as specified in the
paragraph below. Our engagement to apply agreed-upon procedures will be conducted in
accordance with attestation standards established by the American Institute of Certified Public
Accountants. The sufficiency of the procedures is solely the responsibility of those parties
specified in the report. Consequently, we make no representation regarding the sufficiency of the
procedures described in the paragraph below either for the purpose for which this report has been
requested or for any other purpose. If, for any reason, we are unable to complete the procedures,
we will describe any restrictions on the performance of the procedures in our report, or will not
issue a report as a result of this engagement. Because the agreed-upon procedures listed in the
paragraph below do not constitute an examination, we will not express an opinion, on the City's
compliance with the terms of the developer agreements specified in the paragraph below or with
the provisions of the Texas Local Government Code specified below. In addition, we have no
obligation to perform any procedures beyond those listed in the paragraph below. The agreed-
upon procedures to be applied consist of the following:
We will obtain and read the following development (developer's) agreements (the agreements),
entered into by the City:
1. Developer's Agreement Between City of The Colony and Wynnwood Peninsula Partners,
L.P. dated March 17, 2008, and the First Amendment to this agreement dated July 6,
2009.
2. Development Agreement By and Between Billingsley Development Corporation and The
City of The Colony, Texas made effective as of January 22, 2008, and the Amendment to
this agreement dated March 2, 2009.
Upon reading the agreements, we will make calculations based upon specific language contained
in the agreements to determine specifically whether the City complied with provisions of the
State of Texas Local Government Code regarding Developer Participation Contracts and the
Duties of the Parties Under Contract (Sections 212.071 and 212.072 of the Texas Local
Government Code).
AN INDE PENDENT WEAVER AND TIDWELL LLP DALLAS
MEMBER OF BAKER TILLY CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS 12221 MERIT DRIVE, SUITE 1400, DALLAS, TX 75251
INTERNATIONAL WWW,WEAVERLLP.COM P:(972) 4901970 F:(972) 702 8321
City of The Colony
February 3, 2010
Page 2
We will also determine that all payments made by and between the above mentioned parties are
as provided for in the agreements, and that the developers noted above have complied will all
financial obligations contained in the above agreements.
We will submit a report listing the procedures performed and our findings. This report is
intended solely for the use of The City of The Colony, and should not be used by anyone other
than the City of The Colony. Our report will contain a paragraph indicating that had we
performed additional procedures, other matters might have come to our attention that would have
been reported to you.
The City of The Colony is responsible for complying with the provisions of the agreements and
for selecting the criteria and determining that such criteria is appropriate for its purposes. The
City is also responsible for making all management decisions and performing all management
functions; for designating an individual with suitable skill, knowledge, and experience to oversee
any nonattest services that we provide; and for evaluating the adequacy and results of those
services and accepting responsibility for them.
Both of us agree that any dispute between you and Weaver and Tidwell, L.L.P. arising from the
engagement, this agreement, or the breach of it, may, if negotiations and other discussion fail, be
first submitted to mediation in accordance with the provisions of the Commercial Mediation
Rules of the American Arbitration Association (AAA) then in effect. Both of us agree to
conduct any mediation in good faith and make reasonable efforts to resolve any dispute by
mediation. Mediation is not a pre-condition to the arbitration provided for below and the failure
or refusal by either party to request or to participate in mediation shall not preclude the right of
either party to initiate arbitration. We agree to conduct the mediation in Dallas, Texas, or
another mutually agreed upon location.
Both of us agree that any dispute arising from the engagement, this agreement or the breach of it
shall be subject to binding arbitration under the provisions of the Federal Arbitration Act (9
U.S.C. § 1, et seq.) and of the Dispute Resolution Rules for Professional Accounting and Related
Services Disputes of the AAA (the Rules), and judgment on the Award rendered by the arbitrator
may be entered in any court of competent jurisdiction. The arbitration shall be heard before one
or more arbitrators selected in accordance with the Rules. The parties agree to conduct the
arbitration in Dallas, Texas, or another mutually agreed upon location. The arbitrator may only
award direct damages and may not award consequential, exemplary, or punitive damages. The
prevailing party in any arbitration or litigation shall be entitled to recover from the other party
reasonable attorneys' fees and expert witness fees, court costs, and the administrative costs,
arbitrator's fees, and expenses of the AAA incurred in the arbitration or litigation in addition to
any other relief that may be awarded.
City of The Colony
February 3, 2010
Page 3
Notwithstanding the provisions of the immediately preceding paragraph, neither of us shall be
compelled to arbitrate any dispute between us which arises out of any claim asserted against
either of us by a third party, unless the third party (whether one or more) agrees to join the
arbitration or can be compelled to join it.
In the unlikely event that circumstances occur which we in our sole discretion believe could
create a conflict with either the ethical standards of our firm or the ethical standards of our
profession in continuing our engagement, we may suspend our services until a satisfactory
resolution can be achieved or we may resign from the engagement. We will notify you of such
conflict as soon as practicable, and will discuss with you any possible means of resolving them
prior to suspending our services.
If any term of this agreement is declared illegal, unenforceable, or unconscionable, that term
shall be severed and the remaining terms of the agreement shall remain in force. Both of us agree
that the arbitrator(s) or Court, as the case may be, should modify any term declared to be illegal,
unenforceable, or unconscionable in a manner that will retain the intended meaning of the term
as closely as possible. If a dispute arising from the engagement or from this agreement or any
term of it or any alleged breach of it is submitted to a Court for interpretation or adjudication,
both of us irrevocably waive the right to trial by jury and agree that the jury waiver and
provisions of this agreement regarding damages, attorneys' fees, and expenses shall be applied
and enforced by the Court.
Mr. Shawn M. Parker is the engagement partner and is responsible for supervising the
engagement and signing the report.
At the conclusion of the engagement, we will require a representation letter from management
that, among other things, will confirm management's responsibility for the procedures performed
and its compliance with the terms of the agreements and with the Texas Local Government
Code.
We estimate that our fees for this engagement will range from between $8,000 to $10,000. This
fee estimate is based upon anticipated cooperation from City personnel and the assumption that
unexpected circumstances will not be encountered during the engagement. If significant
additional time is necessary, we will discuss it with you and arrive at a new fee estimate before
we incur the additional costs. Invoices for these services will be delivered upon completion of
our report and are payable on presentation.
City of The Colony
February 3, 2010
Page 4
We appreciate the opportunity to serve the City and believe this letter accurately summarizes the
significant terms of our engagement. If you have any questions, please let us know. If you agree
with the terms of our engagement as described in this letter, please sign the enclosed copy and
return it to us. If the need for additional procedures arises, our agreement with you will need to
be revised. If is customary for us to enumerate these revisions in an addendum to this letter. If
additional specified parties of the report are added, we will require that they acknowledge in
writing their responsibility for the sufficiency of procedures.
Very truly yours,
WEAVER AND TIDWELL, L.L.P.
RESPONSE:
This letter correctly sets forth the understanding of The City of The Colony.
By
Title r1 cZ 4 C-,T-rr ("l A10A 69m)
Date ~ S 10
City of The Colony
Addendum to Price Proposal
Budgeted Estimate of Hours and Related Fees
Proposal #30-09-10 "Forensic Audit"
Partner Manager Senior Administrative Total
Reading Developer Agreements and
Preparing Engagement Letter 10 10 20
Initial Meeting with City Staff to discuss
engagement and expected outcomes 2 2 4
Performance of Procedures 4 20 40 64
Report Preparation and Review 4 10 10 2 26
Total Estimated Hours 20 42 50 2 114
Standard Rates 335 200 125 60
Total Dollars 6,700 8,400 6,250 120 21,470
Discounting Factor -15% 0.85 0.85 0.85 0.85 0.85
5,695 7,140 5,313 102 18,250
Total Estimated Engagement Fee 18,250
Discounting factor of 15% is being applied due to the excellent relationship that Weaver and Tidwell has with the City.