HomeMy WebLinkAbout2014-293 CONT Addendum - Economic & Financial Analysis
ADDENDUM TO CITY OF ASHLAND
CONTRACT FOR PERSONAL SERVICES LESS THAN $35,000
Addendum made this 22nd day of October, 2014, between the City of Ashland ("City")
and Economic and Financial Development ("Contractor").
Recitals:
A. On January 31, 2014, City and Contractor entered into a "City of Ashland Contract
for Goods and Services Less than $35,000" (further referred to in this addendum as
"the agreement").
B. The parties desire to amend the agreement to increase the compensation to be paid
to Contractor.
City and Consultant agree to amend the agreement in the following manner:
1. The maximum price as specified in the agreement is increased to $17,760.
2. Except as modified above the terms of the agreement shall remain in full force and
effect.
CONSULTANT: CITY OF ASHLAND:
BY BY
Dep~rtr~ent Head
Its G.~-v~e.- Date lo/ 2',S
DATE 1 v~2- -Z--
Purchase Order #
Acct. No.:
(For City purposes only)
G:\pub-wrks\eng\14-03 SDC Rates Adoption\14-03 EFC Addendum.doc
Page 1 / 1
CITY OF . ASHLAND{ j • i d"" DATE PO NUMBER
20 E MAIN ST. 711/2014 12086
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.:
Terns: Net Dept.:
Req. Del. Date: Contact: Mike Fauqht
Special Inst: Confirming? No
Quantity Unit Description Unit Price Ext. Price
THIS IS A REVISED PURCHASE ORDER
Financial consultinq services to update 14,260.00
and adopt the transportation, sewer and
water SDC's.
Contract for Personal Services
Beqinninq date: 01/06/2014
Completion date; 1213112015
Processed chanqe order 04/11/2014 11,615.00
Per attached email request
Remaininq open balance $11,615.00 split
between four (4) accounts
Processed chanqe order 11/05/2014 3,500.00
Additional services required for
$3,500.00
SUBTOTAL 29 375.00
BILL TO: Account Payable TAX 0.00
20 EAST MAIN ST FREIGHT 0.00
541-552-2010 TOTAL 29,375.00
ASHLAND, OR 97520
Account Number Project Number Amount Account Number Project Number Amount
E 260.08.12.00.60410 5,003.75
E 260.08.17.00.60410 2,903.75
E 670.08.18.00.60410 17 863.75
E 675.08.17.00.60410 3,603.75
VENDOR
Authorize gnature COPY
FORM #10~ CITY OF
CONTRACT AMENDMENT APPROVAL REQUEST FORM ASHLAND
Request for a Change Order
Name of Supplier 1 Contractor I Consultant: Economic and Financial Analysis Total amount of this
contract amendment:
Purchase Order Number: 12086
Title/ Description: Financial consulting services to adopt the transportation, sewer and water $ 3,500
SDC's.
❑ Per attached contract amendment
Contract Amendment
Original contract amount $ 14,260 100 % of original contract
Total amount of previous contract amendments -o- % of original contract
Amount of this contract amendment 3,500 .24544179523 % of original
contract
TOTAL AMOUNT OF CONTRACT $ 17,760 124.5 % 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 term greater than allowed in the solicitation document,
contract or approval of a Special Procurement An amendment is not within the scone 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 $5.000 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 :5 $6,000. ❑ "YES", the total amount of cumulative amendments ❑ "YES", the total amount of original contract and
❑ If "NO", amount exceeding authority requires s 25% 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 Attomey 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 appointment s $35,000 ❑ Exempt- Reason:
❑ If "NO", requires approval.
INTERMEDIATE PROCUREMENT SOLE SOURCE 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 - $5,000 to $75.000 s 25% 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: Exempt- Reason: E] Exempt-Reason:
SPECIAL PROCUREMENT INTERGOVERNMENTAL AGREEMENT
❑ "YES", the total amount of original contract and cumulative amendments are ❑ "YES", the original contract 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 Account Number;-7r,;,-Z;.9-,) -r,n Account Number,)' -C4-2-i.-ZD
'Expenditure must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accurately. Attach extrti pages if needed.
Employee Signature: Department Head Signature: IAYir
(Total ambdn-Rocontract2 5,000
City Administrator:
(Equal-to or greater than $25,000 or 10%)
Funds appropriated for current fiscal year. YES / NO
Finance Director (Equal to orgreater than $5,000) Date
Comments:
G:Ipub-wrksleng114-03 SDC Rates Adoption114-03 Requisition for a Change Order.doc