HomeMy WebLinkAbout2023-058 PO 20220305- 3J Consulting, Inc. pt/A1 Purchase Order
,MCITYii,Er Fiscal Year 2022 Page: 1 of: 1
i
14 1e41 I L
B City of Ashland
IATTN: Accounts Payable Purchase
L
Ashland, OR 97520 0 Order# 20220305
T Phone: 541/552-2010
O Email: payable@ashland.or.us {
✓ H C/O Planning Division
E 3.1 CONSULTING, INC I 51 Winburn Way
N 9600 SW NIMBUS AVE SUITE 100 p Ashland, OR 97520
BEAVERTON, OR 97008 Phone: 541/488-5305
O
R T Fax: 541/552-2050
O
'
Aril Lucas
D e!O 1aa5 %WE; t s � }:: _ —= ZJ3 _:e3[ LI' �_ €_ —
04/04/2022 6829 FOB ASHLAND OR/NET30 _ Cit Acco_u_nts Payable
.`t —T •.§ 6 - !@�5 fe_ _- _ _ _ _=y 'a' sg_Sa:FI Vi a .. c,�:�``-� =� 5 e.aia
On-Call Planning.Services
1 MODIFIED: On-Call Planning Services 1.0 $35,000.00 $35,000.00
Personal Services Agreement(Less than $35,000)
Completion date; June 30, 2023
Processed change order 07/18/2023 /'
Completion date extended to June 30, 2024 V
Project Account: 0
*************** GL SUMMARY***************
I 092700-604100/" $35,000.00 / I I
1/ 1
•
•
{
{ —y _
B 11' 1l/1A Date:
A horized Signatur-41 '_er $35,000.00
.
•
FORM #10 CITY OF .
CONTRACT AMENDMENT APPROVAL REQUEST FORM
Request for a Change Order•
ASHLAND
Name of Supplier 1 Contractor I Consultant: 3J Consulting,Inc. Total amount of;thts `
contract amendment .
Purchase Order Number 20220305 • )
Title!Description: On-Call Planning Services.Extending contract to June 30,2024. ' O OQ`, y
❑ Per attached contract amendment
Contract
Amendment
• Original contract amount $ 100 %of original contract
.
Total amount of previous contract amendments %of original contract
Amount of this contract amendment 0.00 %of original contract
•
TOTAL AMOUNT OF CONTRACT $0.00 %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 o f 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 h)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 tota I 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 •' NO , (If"NO",requires Council approval 1 Attach copy of CC.)
Sourcing Method: ,
SMALL PROCUREMENT—Not exceeding$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 s$6,000. 0 "YES",the total amount of cumulative amendments 0"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 s$100K for Goods&Services,s
Council approval.Attach copy of Council whichever is less. $75K for Personal Services,<$50K for Attorney Fees.
Communication. 0 If"NO",amount exceeding authority requires 0 If"NO",amount exceeding authority requires Council
❑ Exempt—Reason: • Council approval.Attach copy of Council approval.Attach copy of Council Communication.
'PERSONAL SERVICES(Direct Appointment) Communication. 0 Exempt—Reason:
❑ "YES",cumulative amendments s$35,000 0 Exempt—Reason:
0 If"NO",requires council approval.(Attach CC) .
INTERMEDIATE PROCUREMENT • SOLE SOURCE i EMERGENCY PROCUREMENT
Goods&Services->$5,000 and<$100,000 ❑ "YES",the total amount of cumulative amendments 0 Written Findings:Document the nature of the
Personal Services->$5,000 and<$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<—25%of original contract amount 0 If"NO",amount exceeding authority requires 0 Obtain direction and written approval from City
❑If°NO",amount exceeding authority requires Council approval.Attach copy of Council Administrator
Council approval.Attach copy of Council • Communication. 0 If applicable,attach copy of Council Communication
Communication. • 0 Exempt—Reason: I , 0 Exempt—Reason:
❑ Exempt—Reason:
SPECIAL PROCUREMENT INTERGOVERNMENTAL AGREEMENT
❑"YES",the total amount of original contract and cumulative amendments are 0 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 than initial agreement.Renewal
Procurement. approved by City Attorney and department head affected by renewal and approvedlsigned
❑ If'NO",amount exceeding authority requires Council approval, by City Administrator.AMC 2.28.045(0) ,
Attach copy of Council Communication. ❑ If"NO",Council approval is required.Attach copy of Council Communication
. Project Number • Account Number o 9 2 7 0 o- 6 0 4 1 o o. Account Number -
*Expenditure must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accurately. Attach extra pa•-"if -tided.
. Employee Signature: l' MLA-- Department Head Signature:nature: F' -
(Equal to or greater Or. $5,000)
City Manager:I
(Contract and addenda reate han 35,000
Funds appropriated for current fiscal year: ID NO° ,�a 1 ,tel I it,A
F/ Finance Director(Equal to or. . erthan$5,000) Date
Comments:
Form#10—Contract Amendment Approval Request Form,Request for a Change Order,Page 1 of 1,4/23/2020
AMENDMENT NO. 1
to
PERSONAL SERVICES AGREEMENT
between
THE CITY OF ASHLAND,
• an Oregon municipal corporation,
("City")
and
3J CONSULTING INC.,'
("Contractor")
for
PROFESSIONAL SERVICES
RECITALS
A. The City and Contractor previously entered into a Personal Services Agreement
effective April 4,2022(the"Agreement")to Contractor provide On-Call Planning Support •
Services; and
B. .The City and Contractor wish to amend the Agreement to extend the term of the
Agreement. •.
AGREEMENT .
NOW THEREFORE,in consideration of the mutual benefits and obligations set forth
. herein,the parties agree as follows:
1. Amend the Completion Date as follows,with strikeout wording deleted and underscored
wording added: . •
. i
•® `IP ET CH DA's avam .
2. This Amendment No. 1 is effective upon being signed by both parties.
3. Except as specifically modified by this Amendment No. 1,the terms and conditions of the
Agreement remain in full force and effect.
IN WITNESS WHEREOF the parties have.caused this Amendment No. 1 to be signed in their
respective names by their duly authorized representatives as of the dates set forth below:
•
Page 1 of 2: Amendment No. 1 to Personal Services Agreement
# {
', I
•
CITY OF ASHLAND, OREGON 3J CONSULT NG INC.
(CONTRAii'OR)
By: (2ray,4:14../ lto-c4k..._7 By:
Printed Name: Bra"do., coIchmart Printed ame: John Howorth
C�D+srru�avt Vc✓��orr+.wT Vire.C4Df
Title: PTitle: President
Date: 7A/2272-3/Zo23 Date: June 29,2023
{
Page 2 of 2: Amendment No. 1 to.Personal Services Agreement
•
Purchase Order
1111
Vas Fiscal Year 2022 Page: 1 of: 1
011,147l ,ta d *–TTF L�
B City of Ashland • —i `?I. 'iu _ =°
I ATTN:Accounts Payable
20E. Main Purchase 0220305
Or
Ashland, OR 97520 Order#
T Phone:541/552-2010
O Email: payable@ashland.or.us
•
V
H C/01Planning Division
E 3J CONSULTING, INC I 51 Winburn Way
N 9600 SW NIMBUS AVE SUITE 100 p Ashland, OR 97520
BEAVERTON, OR 97008 Phone: 541/488-5305
Fax: 541/552-2050
R
OF-•,BtTOrt1B? Urn f18!8[w•� y97-9 1_9 PaA 'pe m�e" e-ar �7c11t'S._i9,11*��f`-�w_lrav,:=
_ a
---- •nl Lucas
at>3Qt_er ele_�l �m � -�I � B � V "'�__-_. A are
04/04/2022 6829 I FOB ASHLAND OR/NET30 City Accounts Payable
On-Call Planning Services
1 On-Call Planning Services 1.0 $35,000.00 $35,000.00
Personal Services AgreementLess than$35,000)
Completion date; June 30, 2023
Project Account:
•
***************GL SUMMARY***************
092700-604100 $35,000:00
1
/ /
B °r' "
2
y: Date: �. _.
Aut orized 'I.-nature 35 000.00
Kariann Olson
From: April Lucas
Sent: Wednesday;July 12,2023 10:53 AM
To: Kariann Olson
Cc: Brandon Goldman
Subject: 3J Consulting:Contract Extension
Attachments: 3J CONSULTING_Certificate of Insurance_Updated 9.20.22.pdf;PO 20220305_Contract Amendment_Signed
7.11.23.pdf ( I
Hi Kari,
Please see attached Amendment to extend the completion date for our contract with 3J Consulting to June
30,2024. I've also attached an updated Certificate of Insurance.
•
Please let me know if there is anything else you need.
Thank you! ,
April Lucas,Development Services Coordinator
Pronouns She/her/hers
Settek5ye
City of Ashland
Community Development Department
51 Winburn Way,Ashland,Oregon 97520
541-552-2041 I TTY 800.735.2900
april.lucasaashland.or.us
Online ashland,or.ys;social media(Facebook @CityofAshlandOregon I Twitter @CityofAshland)
This email transmission is official business of the City of Ashland,and it is subject to Oregon Public Records Law for disclosure and
retention.If you have received this message in error,please contact me at 541-652-2041.
(
1
,