HomeMy WebLinkAbout2016-009 CONT Addendum - Economic & Financial Analysis
ADDENDUM TO CITY OF ASHLAND
CONTRACT FOR PERSONAL SERVICES LESS THAN $35,000
Addendum made this 5 day of January, 2016, between the City of Ashland ("City")
Economic and 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 Section 4 of the agreement is extended to
12/31/2016.
2. Except as modified above the terms of the agreement shall remain in full force and
effect.
CONSULTANT: CITY OF ASHLAND:
-',i ^ BY
BY!~i Department Head
Its Date \ \lo
DATE f f % L- / L
Purchase Order #
Acct. No.:
(For City purposes only)
1- CITY OF ASHLAND, ADDENDUM TO CONTRACT FOR PERSONAL SERVICES
Page 1 / 1
CITY OF
P. ASHLAND DATE PO NUMBER
20 E MAIN ST. 7/1/2015 12086
ASHLAND, OR 97520
(541) 488-5300
VENDOR: 017090 SHIP TO: Ashland Public Works
ECONOMIC & FINANCIAL ANALYSIS (541) 488-5587
805 NW 142ND ST 51 WINBURN WAY
VANCOUVER, WA 98685-1394 ASHLAND, OR 97520
FOB Point: Req. No.:
Terms: 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; 12/31/2015
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
Processed chanqe order 06/11/2015 8,320.00
Additional services per attached
council communication, approved by City
Council on May 5, 2015
Processed chanqe order 01/25/2016
Completion date is beinq extended to
12/31/2016 per attached contract
addendum.
SUBTOTAL 37 695.00
BILL TO: Account Payable TAX 0.00
20 EAST MAIN ST FREIGHT 0.00
541-552-2010 TOTAL 37,695.00
ASHLAND, OR 97520
Account Number Project Number Amount Account Number Project Number Amount
E 260.08.12.00.60410 7,083.75
E 260.08.17.00.60410 4,983.75
E 670.08.18.00.60410 19 943.75
E 675.08.17.00.60410 5,683.75
Aut rized Signature VENDOR COPY
FORM #10 1 (0 CITY OF
CONTRACT AMENDMENT APPROVAL REQUEST FORM H LA
Request for a Change Order
Name of Supplier/ Contractor/ Consultant: Economic and Financial Analysis Total amount of this
contract amendment:
Purchase Order Number: 12086
Title I 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 83 % of original contract
Amount of this contract amendment 0 0 % of original contract
TOTAL AMOUNT OF CONTRACT $ 26,080 183 % 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, Sale 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 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 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 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 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 :5 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 co of Council Communication.
Project Number 2014-03 Account Account Number___-__-__-
*Expenditure must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accurately. Attach extra pages if needed.
Employee Signature )QlrY~1~ J ~.~:GQL6 D"epartment Head Signature:
t (Total amount of contract?_ $5, 000)
City Administrator:
(Equal to or greater than $25,000 or 10%)
Funds appropriated for current fiscal year: YES / NO
1 ` Finance Director (Equal Jo or greater than $5,000) Date
Comments: Cow rol&k Q )c 1~1t~Q Soy +i mi- oK) I U
a
Form #10 - Contract Amendment Approval Request Form; Request for a Change Order, Page 1 of 1, 1/4/2016