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Home My WebLink About2014-020 CONT Addendum - Economic & Financial Analysis ADDENDUM TO CITY OF ASHLAND CONTRACT FOR PERSONAL SERVICES LESS THAN $35,000 Addendum made this 7th day of January 2014, between the City of Ashland ("City") and Economic and Financial Analysis ("Consultant"). Recitals: . A. On October 1. 2012 City and Consultant entered into a "City of Ashland Contract for Personal Services Less than $35,000" (further referred to in this addendum as "the agreement"). B. The parties desire to amend the agreement to extend the date of completion, modify the tasks and increase the compensation to be paid Consultant. City and Consultant agree to amend the agreement in the following manner: 1. (E.g., "The date for completion as specified in Paragraph 3 of the agreement is extended to December 31, 2014 and the maximum price as specified in Paragraph 4 of the agreement is increased to $ 27.110.00. 2. The scope of services is modified to add extra work that was required to review Kittelson's person/trip proposal and recalculation of the SDC's. 3. Except as modified above the terms of the agreement shall remain in full force and effect. CONSULTANT: CITY OF ASHLAND: BY / • BY Department Head Its r 7 Date 1 I le DATE / L ~2-c /N Purchase Order # 11248 Acct. No.: 260.08.35.00.704200 (For City purposes only) 1- CITY OF ASHLAND, ADDENDUM TO CONTRACT FOR PERSONAL SERVICES i Page 1 / 1 CITY OF CITY RECORDER LA AS H LA N D PO NUMBER /20 E MAIN ST. 7/1/2013 11248 ASHLAND, OR 97520 (541) 488-5300 VENDOR: 017090 SHIP TO: Ashland Public Works ECONOMIC & FINANCIAL ANALYSIS (541) 488-5587 1409 FRANKLIN STREET SUITE 201 51 WINBURN WAY VANCOUVER, WA 98660 ASHLAND, OR 97520 FOB Point: - Req. No.: Terms: Net Dept.: Req. Del. Date: Contact: Mike Faught Special Inst: Confirming? NO Quanti Unit Descrip tion - - • ' Unit Price Ext. Price THIS IS A REVISED PURCHASE ORDER Develop a methodology for updating the 22,600.00 City's current transportation system development charge (SDC) based on the recently completed City of Ashland Transportation System Plan. Contract for Personal Services Beginning date: 10/01/2012 Completion date: 12/31/2012 Processed change order 02/12/2014 4,510.00 Extra work that was required to review Kittelson's person/trip proposal and recalculation of the SDCs. J-o• t.-2.1~'I SUBTOTAL 27 110.00 TILL To: Account Payable TAX 0.00 20 EAST MAIN ST FREIGHT 0.00 541-552-2010 TOTAL 27,110.00 ASHLAND, OR 97520 Account Number Project Number Amount ` Account Number Project'Number Amount 260.08.35.00.70420 E 200916.999 2-71110-0- 0 ,GQ,C 'L Authori d Signature VENDOR COPY I FORM #10 CITY OF CONTRACT AMENDMENT APPROVAL REQUEST FORMS H LAN D Request for a Change Order Name of Supplier 1 Contractor 1 Consultant: Economic & Financial Analysis Total amount of this contract amendment: Purchase Order Number: 11248 Title 1 Description: Develop a methodology for updating City's current transportation SDC's. $ 4,510.00 ® Per attached contract amendment Contract Amendment Original contract amount $ 22.600 100 % of original contract Total amount of previous contract amendments % of original contract Amount of this contract amendment % of original contract TOTAL AMOUNT OF CONTRACT $ 27.110 120 % of original contract In accordance with OAR 137-047-0800: 1) The amendment is within the scope of procurement as described in the solicitation documents, Sole Source notice or approval of Special Procurement. 2) The amendment is necessary to comply with a change in law that affects performance of the contract. 3) The amendment results from renegotiation of the terms and conditions, including the contract price, of a contract and the amendment is advantageous to the City of Ashland, subject to all of the following conditions: a) goods and services to be provided under the amended contract are the same as the goods and services to be provided under the unamended contract; b) The City determines that, with all things considered, the amended contract is at least as favorable to the City as the unamended contract; c) The amended contract does not have a total tern greater than allowed in the solicitation document, contract or approval of a Special Procurement An amendment is not within the scope of the procurement if the City determines that if it had described the changes to be made by the amendment in the procurement documents, it would likely have increased competition or affected award of contract. Contract amendment is within the scope of procurement: YES XX NO* (If "NO", requires Council approval I Attach copy of CC.) Sourcing Method: SMALL PROCUREMENT - Less than $5000 INVITATION TO BID or COOPERATIVE PROCUREMENT QRF or ❑ "YES", the total amount of contract and cumulative REQUEST FOR PROPOSAL EXEMPTION PURSUANT TO AMC 2.50 amendments s $6,000. ❑ "YES", the total amount of cumulative amendments ❑ "YES", the total amount of original contract and ❑If'NO', amount exceeding authority requires 525% of original contract amount or $250,000 cumulative amendments 5$100K for Goods &Services, s Council approval. Attach copy of Council whichever is less. $75K for Personal Services. < $50K for Attorney Fees. Communication. ❑ If"NO", amount exceeding authority requires ❑ If"NO", amount exceeding authority requires Council ❑ Exempt- Reason: Council approval. Attach copy of Council approval. Attach copy of Council Communication PERSONAL SERVICES Communication. ❑ Exempt-Reason: ® "YES", Direct appointments $35,000 ❑ Exempt-Reason: ❑ If'NO", requires approval. INTERMEDIATE PROCUREMENT SOLESOURCE EMERGENCY PROCUREMENT Goods & Services - $5.000 to $100.000 ❑ "YES", the total amount of cumulative amendments ❑ Written Findings: Document the nature of the Personal Services-$5000 to$75000 525% of original contract amount or $250,000 emergency, including necessity and circumstances ❑ 'YES', the total amount of cumulative whichever is less. requiring the contract amendment - amendments s 25% of original contract amount. ❑ If ❑ If"NO", amount exceeding authority requires ❑ Obtain direction and written approval from City "NO", amount exceeding authority requires Council Council approval. Attach copy of Council Administrator approval. Attach copy of Council Communication. Communication. ❑ If applicable, attach copy of Council Communication ❑ Exempt- Reason, ❑ Exem t-Reason: ❑ Exempt- Reason: - SPECIAL PROCUREMENT INTERGOVERNMENTAL AGREEMENT ❑ 'YES', the total amount of original contract and cumulative amendments are ❑ "YES", the original contrail was approved by City Council. within the amount and terms initially approved by Council as a Special Provide date approved by City Council: (Date) Procurement. If'NO", Council approval is required. Attach copy of Council Communication. ❑ If"NO", amount exceeding authority requires Council approval. ❑ Contract amendment approved and signed by City Administrator. Attach co of Council Communication. Project Number 2009.16 Account Number 260.08.35.00.704200 Account Number _ _ 'Expenditure must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accurately Attach eV ra pages if needed. Employee Signature: Department Head tgnature: LltcJ (Total amp{~nt ofc0,n ctt$5,000) City Administrator: f~ I~ (Equal to or greater th3~$25, 00or10•01) Funds appropriated for current fiscal year. yES / NO 2 /y Z71 ! ~ L Finance Director(Equalto orgreaterthan$5,000) 'Date Comments: G:1pub-wrks\engk09-16 TSP UpdatOA-AdminlEconomic & Financial SDC109-16 Econ & Financial Request for Change Order.doc