HomeMy WebLinkAbout2016-211 CONT Addendum - Economic & Financial Analysis
ADDENDUM TO CITY OF ASHLAND
CONTRACT FOR PERSONAL SERVICES LESS THAN $35,000
Addendum made this 27th day of June, 2016, between the City of Ashland ("City")
Economic & Financial Analysis ("Consultant").
Recitals:
A. On January 31st, 2014 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.
City and Consultant agree to amend the agreement in the following manner:
1. The date for completion as specified in Paragraph 3 of the agreement is extended to
June 30, 2017.
2. Except as modified above the terms of the agreement shall remain in full force and
effect.
CONSULTANT: CITY OF ASHLAND:
a ~
BY BY
Department Head
Its Date
DATE'
4
/ G
Purchase Order #
Acct. No.:
(For City purposes only)
1- CITY OF ASHLAND, ADDENDUM TO CONTRACT FOR PERSONAL SERVICES
Purchase Order
IFTJ Fiscal Year 2017 Page: 1 of: 1
P
B City of Ashland Rum
I ATTN: Accounts Payable Purchase Q
L 20 E. Main Order # ~ ~J
Ashland, OR 97520
T
O
V ECONOMIC & FINANCIAL ANALYSIS H C/O Public Works Department
E 805 NW 142ND ST 1 51 Winburn Way
N P Ashland, OR 97520
D VANCOUVER, WA 98685-1394 Phone: 541/488-5347
O T Fax: 541/488-6006
R O
_~sndQfphone=N~m~e~
360 823-1700 - Michael Fau ht
°Qf~Sr~ir~d= Vod_Ia1ur__==@gnirei= - - -
08/15/2016 1010 FOB ASHLAND OR City Accounts Pa able
If # - _ - l esc r1EAd IN VWIM _ jaw _ = fl- Pri a:
Consulting Services - PW SDC's
The Above Purchase Order Number Must Appear On All
Correspondence - Packing Sheets And Bills Of Lading
2 Reference: Eden PO 12086, Line Item 3, Remaining open 1.0 $1,523.74 $1,523.74
balance
GL Account: $914.24
GL Account: $304.75
GL Account: $304.75
3 Reference: Eden PO 12086, Line Item 4, Remaining open 1.0 $5,252.51 $5,252.51
balance
GL Account: $1,313.13
GL Account: $1,313.13
GL Account: $1,313.13
GL Account: $1,313.12
GL SUMMARY
081200 - 604100 $2,227.37
081700 - 604100 $1,313.13
081800 - 604100 $1,617.88
086000 - 604100 $1,617.87
d
By: Date:
Authorized Signature 4, - = - $6,776.25,
FORM #10 f CITY OF
CONTRACT AMENDMENT APPROVAL REQUEST FORM PASHLAND
Request for a Change Order
Name of Supplier 1 Contractor / Consultant: Economic & Financial Analysis Total amount of this
contract amendment:
Purchase Order Number: 12086
Title 1 Description: Financial consulting services to update and adopt the transportation, sewer, and $0
water SDC's.
❑ Per attached contract amendment
Contract Amendment
Original contract amount $ 14,260 100 % of original contract
Total amount of previous contract amendments 11,820 183 % of original contract
Amount of this contract amendment 0 0 % of original contract
TOTAL AMOUNT OF CONTRACT $ 26,080 % 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 cf 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 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 X NO* (If "NO", requires Council approval l 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 $6,000. ❑ "YES", the total amount of cumulative amendments ❑ "YES", the total amount of original contract and
❑ If "NO", amount exceeding authority requires 25% of original contract amount or $250,000 cumulative amendments $100K for Goods & Services, !5
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 appointment $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 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 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: ❑ 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 copy of Council Communication.
Project Number _ _ _ _ _ _ - _ _ _ Account Number - - _ _ Account Number
*Expenditure must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accurately. Attach extraages if needed.
Employee Signature: N,/L(yo Department Head Signature: k ' F
L (Total amoantofcontrac _$5,000)
6040 ~ Aj ,~C~J ` l On On i City
'C1 ~ t Administrator:
n (Equal to or greater than) 25,000 pr 10%)
Funds appropriated for current fiscal year, - S / NO
Finance Director (Equal to orgrei*rthan $5,000) L at6
Comments:
Form #10 - Contract Amendment Approval Request Form, Request for a Change Order, Page 1 of 1, 6/27/2016