HomeMy WebLinkAbout2019-006 611 Marquess & Associates, Inc Amendment
FORM #10 CITY OF
CONTRACT AMENDMENT APPROVAL REQUEST FORM ASHLAND
Request fora Change Order
Name of Supplier/ Contractor/ Consultant: Marquess &Associates, Inc Total amount of this
contract amendment:
Purchase Order Number: 611
Title/ Description: Design and support replacement ofAPD standby generator set $ date change, only
0 Per attached contract amendment
Contract Amendment
Original contract amount $ 100 % of original contract
Total amount of rep vious contract amendments % of original contract
Amount of this contract amendment % of original contract
TOTAL AMOUNT OF CONTRACT $ % 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 Sourcenoticecr 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) Th e 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 dominant
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 th e procurement documents, it would likely have increased competition or affected award of contract
Contract amendment is within the scope of procurement: YES ■ No* (If "NO", requires Council approval I Attach copy of CC.)
Sourcing Method:
SMALL PROCUREMENT Not exceeding $5,000 INVITATION TO BID or COOPERATIVE PROCUREMENT. ORF or
❑°YES°, the total amount ofcontract 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 .525% of original contract amount or $250.000 cumulative amendments s$1 00K for Goods & Services, 2;
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 auth ority requires Council
Exempt-Reason: Council approval. Attach copy of Council approval. Attach copy of Council Communication.
PERSONAL SERVICES (Direct Appointment) Communication. []Exempt-Reason:
X -YES",cumulative amendments s$35,000 E] Exempt - Reason:
❑lf"NO°,requires approval. Attach CC
INTERMEDIATE PROCUREMENT SOLESOURCE EMERGENCY PROCUREMENT
Goods &Services ->$5.000<$100,000 °YES°, the total amount of cumulative amendments ❑ Written Findings: Document the nature of the
Personal Services->$5,000<$75,000 s25% 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 authonty requires ❑ Obtain direction and written approval from City
'NO°, amount exceeding authority requires Council Council approval. Attach copy of Council Administrator
approval. Attach may of Council Communication. Communication ❑ Ifapplicable, attach copyof Council Communication
❑Exem t-Reason: E] Exempt- Reason: []Exempt- Reason:
SPECIAL PROCUREMENT INTERGOVERNMENTAL AGREEMENT
❑ 'YES', the total amount of original contract and cumulative amendments are ❑ Renewal of Intergovernmental Agreement Terms modified in accordance with initial
within the amount and terms initially approved by Council as a Special agreement OR cost will not be more than 25% greater th an initial agreement Renewal
Procurement approved by City Attorney and department head affected by renewal and approvedlsigned
❑ If"NO°, amount exceeding authorityrequires Council approval. by City Administrator. AMC 2.28.045(8)
Attach copy of Council Communication. ❑ If "NO° Council approval is required. Attach co of Council Communication
Expenditure must be charged to the appropriate accouht numbers for the financials to reflect the actual expenditures accurately.
Project Number Account Number _
Project Number Account Number
Project Number _ - _~C_~_(~_,•p_~~_;(_~~ LJ~11 IJIXJCpAccount Number _ _ _ _ _ _ _ _ _ _ _ _ _ _
Employee Signature: ~(~t,~ Y.-cha Department Head Signature: r7S%OWIIP
7 (Equal to brgreafer than $5,000)
City Admif tor:
(Equal to orgreater than 25,00bor10%)
Funds appropriated for current fiscal year. GES / NO- I~ t I I
Comments: FinanceDirecto Wuattoorgreater than $5,000) Date
Form #10 -Contract Amendment Approval Request Form, Request for a Change Order, Page 1 of 1, 3115/2018
ADDENDUM TO CITY OF ASHLAND
CONTRACT FOR PERSONAL SERVICES LESS THAN $35,000
Addendum made this 23rd day of August, 2018, between the City of Ashland ("City")
and Marquess & Associates Inc. ("Consultant').
Recitals:
A. On 2/21/2017 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 4 of the agreement is extended to
June 30, 2019.
2. Except as modified above the terms of the agreement shall remain in full force and
effect.
CONSULTANT: CITY OF ASHLAND:
BY 0 5t.,o2 ZUNIGA, P.6. BY
Department Head
Its Date 17 S&i° 201
DATE q-to-18
(1~
Purchase Order #
Acct. No.:
(For City purposes only)
1- CITY OF ASHLAND, ADDENDUM TO CONTRACT FOR PERSONAL SERVICES
Purchase Order
Fiscal Year 2017 Paae: 1 of 1
TN[S PC~'.PJUt~1F~Ek~':fVi~1~TAPPEAR t?N ALL - -
B City of Ashland i INVOICES, AND SHIPPING DOCUMENTS:
ATTN: Accounts Payable Purchase
L 20 E. Main 611
Ashland, OR 97520 Order #
T Phone: 541/552-2010
O Email: payable@ashland.or.us
V H C/O Public Works Department
E MARQUESS & ASSOCIATES, INC. 1 51 Winburn Way
N 1120 E JACKSON p Ashland, OR 97520
D MEDFORD, OR 97501 Phone: 541/488-5347
O T Fax: 541/488-6006
R O
Ka lea Kathol
03/14/2017 162 FOB ASHLAND OR City Accounts Pa able
s Egft%~Iei
Consulting APD Generator
1 MODIFIED: Consultant to provide design and support for 1 $8,000.0000 $8,000.00
replacement of APD standby generator set.
Contract for Personal Services Less than $35,000
Beginning date: 02/28/2018
Completion date: 10/31/2017
Processed change order 09/21/2018
Completion date extended to June 30, 2019
Project Account:
GL SUMMARY
082400 - 602400 $8,000.00
By:' • f g Date: _
Authorized Signature - $8,000.001