Okaloosa County BOCC — December 2, 2014 — AMRI backup documents — reading text

TASK ORDER APPROVAL FORM CONTRACT #: cO4-1104-0102-84 TASK ORDER #: 39 TASK ORDER AMOUNT: $ NTE 25,000.00 OFFERED BY CONSULTANT: Alrpori Management Resources, Inc. (AMRI) FIRM’S NAME John t. Tomec REPRESENTATIVE’S PRINTED NAME {See attached request) SIGNATURE President June 17, 2013 TITLE DATE RECOMMENDED FOR APPROVAL (Depariment Director) vt \__SIGNATURE interim Director TITLE GhIbee DATE COUNTY ADMINISTRATOR (if applicable} DATE APPROVED BY OKALOOSA COUNTY (Per Purchasing Manual) e $25,000 or less approved by Purchasing Director e Between $25,001 and $50,000 approved by Purchasing Director and County Administrator e = Inexcess of $50,090 approved by the Board. 2), PURCHASING DIRECTOR [be Wel) DATE CHAIRMAN (if applicable) DATE Airport Management Resources, Inc. ’ P.O, Box 12456/Pittsburgh International Airport/Pittsburgh, PA 15231-0456 Fax: 724-774-203 1 Phone: 724-774-2050 June 12, 2013 Mr, Mike Stenson Deputy Director Northwest Florida Regional Airport State Road 85 North Eglin, AFB, FL 32542 Re: Request for Task Order General Services Contract C04-1104-AP2s84— General Business Service Assignments Dear Mr. Stenson: This letter shall serve as Airport Management Resources, Inc.'s ("AMRI") proposal and request for a task order authorization under AMRI's General Services Contract with Okaloosa County ("County") to cover the performance of general service tasks assigned by the Airports Director from time to time to assist and supplement Airport's staff efforts on various business-related tasks which ate undertaken during any fiscal year for airports within the County's Airport System. These tasks are the types of assignments which individually do not involve a significant and material amount of personnel effort on our part and, therefore, do not lend themselves to authorization under a specified task order authorization. Our proposal and request for a task order is organized as follows: - Background - Scope of Work - Schedule ~ Personnel - Budget BACKGROUND From time to time during the course ofa fiscal year, Airport management has the need to call on the services of AMRI to assist it with business tasks related to the business operations of the County Airport System. Typically the lead effort in executing these tasks is handled by one or more personnel within the finance and administrative staff of the Airport with professional support, assistance, document preparation and/or guidance and advice being provided by AMRI. These efforts do not lend themselves to being authorized under an individual task order authorization, but more appropriately under a general task order authorization since the dollar amounts expended on any one task would not reach the level which would necessitate or justify preparation of a proposal, establishing a project budget and reporting system, and the processing of a separate task order, 446 Ridgemont Drive/fudustry, PA 15052-1938 Mr. Mike Stenson June 12, 2013 Page 2 SCOPE OF WORK The service and fee for any task assigned under this task order will be approved by the Airports Director or his designee. The following are several currently identifiable tasks Airport management has undertaken for which it has sought or will seek AMRI's assistance to supplement staff efforts: 1, Preparation of proposal for new, long-term, joint-use agreement and lease with the United States Air Force. 2, Assistance to Airport management and the County's financial advisor in preparing for and participating in its annual ratings review with Standard & Poor's. 3, Assistance with new Miracle Strip Aviation FBO Lease. 4. — Assistance to Airport management and the County's financial advisor during the process to refund the County's 2003 General Airport Revenue Bonds. Additional individual assignments under this task order will be undertaken as they are approved by the Airports Director. Miscellaneous other support services to Airport staff will be also billed under this task order. SCHEDULES The timetable or schedule for completion of any assigned task will be as established by the Airports Director or as mutually agreed to by the Airports Director and AMRI. PERSONNEL Professional services rendered under this task order will be primarily performed by John L. Tomec, Principal Consultant, and Michele Z. Jenkins, Managing Consultant, with some word processing and technical support provided by AMRI technical service personnel. FEES AND COSTS Total fees and costs rendered under this task order will not exceed twenty-five thousand dollars ($25,000). Services for individual tasks assigned will be billed on a titme and material basis at AMRI's authorized billing rates or ata fixed fee approved by the Airports Director or his designee, whichever method is determined appropriate for the assigned tasks. If you have any questions regarding our proposal and request for the proposed task order, please feel free to call me. omec, President eC L, Copy: Jon Morris, C.M. TASK ORDER APPROVAL FORM CONTRACT #: cO4-1104-cp2-84 TASK ORDER #: 33 TASK ORDER AMOUNT: $ NTE 25,000.00. OFFERED BY CONSULTANT: Airport Management Resources, Inc. (AMRI} FIRM'S NAME John L. Tomec REPRESENTATIVE’S PRINTED NAME {See attached request) SIGNATURE President June 17, 2013 TITLE DATE RECOMMENDED FOR APPROVAL APPROVED BY OKALOOSA COUNTY (Department Director) (Per Purchasing Manual) *® $25,000 or less approved by Purchasing Director « Between $25,001 and $50,000 approved by Purchasing Director and County Administrator « Inexcess of $50,000 approved by the Board. Oe bis (SIGNATURE PURCHASING DIRECTOR Interim Director Lo. W-L3 TITLE DATE (al DATE COUNTY ADMINISTRATOR (if applicable) CHAIRMAN {if applicable) DATE DATE - Airport Management Resources, Inc. P.O, Box 12456/Pittsburgh International Airport/Pittsburgh, PA 15231-0456 Fax: 724-774-205 1 Phong; 724-774-2050 June 12, 2013 Mr, Mike Stenson Deputy Director Northwest Florida Regional Airport State Road 85 North Eglin, AFB, FL 32542 Re: Request for Task Order General Services Contract C04-1104-AP2s84— General Business Service Assignments Dear Mr, Stenson: This letter shall serve as Airport Management Resources, Inc.'s ("AMRI") proposal and request for a task order authorization under AMRI's General Services Contract with Okaloosa County ("County") to cover the performance of general service tasks assigned by the Airports Director from time to time to assist and supplement Airport's staff efforts on various business-related tasks which are undertaken during any fiscal year for airports within the County's Airport System. These tasks are the types of assignments which individually do not involve a significant and material amount of personnel effort on our part and, therefore, do not lend themselves to authorization under a specified task order authorization. Our proposal and request for a task order is organized as follows: - Background - Scope of Work - Schedule - ‘ Personnel - Budget BACKGROUND From time to time during the course of a fiscal year, Airport management has the need to call on the services of AMRIT to assist it with business tasks related to the business operations of the County Airport System. Typically the lead effort in executing these tasks is handled by one or more personnel within the finance and administrative staff of the Airport with professional support, assistance, document preparation and/or guidance and advice being provided by AMRI. These efforts do not lend themselves to being authorized under an individual task order authorization, but more appropriately under a general task order authorization since the dollar amounts expended on any one task would not reach the level which would necessitate or justify preparation of a proposal, establishing a project budget and reporting system, and the processing of a separate task order, 446 Ridgemont Drive/fadustry, PA 13052-1938 ‘Mr, Mike Stenson June 12, 2013 Page 2 SCOPE OF WORK. The service and fee for any task assigned under this task order will be approved by the Airports Director or his designee. The following are several currently identifiable tasks Airport management has undertaken for which it has sought or will seek AMRI's assistance to supplement staff efforts: 1, — Preparation of proposal for new, long-term, joint-use agreement and lease with the United States Air Force. 2. Assistance to Airport management and the County's financial advisor in preparing for and participating in its annual ratings review with Standard & Poor's. 3. Assistance with new Miracle Strip Aviation FBO Lease. 4, Assistance to Airport management and the County’s financial advisor during the process to refund the County's 2003 General Airport Revenue Bonds. Additional individual assignments under this task order will be undertaken as they are approved by the Airports Director. Miscellaneous other support services to Airport staff will be also billed under this task order. SCHEDULES The timetable or schedule for completion of any assigned task will be as established by the Airports Director or as mutually agreed. to by the Airports Director and AMRI. PERSONNEL Professional services rendered under this task order will be primarily performed by John L. Tomec, Principal Consultant, and Michele Z. Jenkins, Managing Consultant, with some word processing and technical support provided by AMRI technical service personnel. FEES AND COSTS Total fees and costs rendered under this task order will not exceed twenty-five thousand dollars ($25,000), Services for individual tasks assigned will be billed on a time and material basis at AMRI's authorized billing rates or ata fixed fee approved by the Airports Director or his designee, whichever method is determined appropriate for the assigned tasks. If you have any questions regarding our proposal and request for the proposed task order, please feel free to call me. umec, President Copy: Jon Morris, C.M,