Okaloosa County BOCC — April 19, 2016 — Tindale Oliver Contract - First Amendment — reading text

CONTRACT & LEASE INTERNAL COORDINATION SHEET Contract/Lease Number: (/1 -Q33Y ~ (=) Tracking Number: [7)3- e } Grant Funded: YES NO Contractor/Lessee Name:w (Q,Zc/ufi/\ Purpose é’k‘i Dd’ @] Date/Term: 1, D GREATER THAN $50,000 Amount: 2; D GREATER THAN $25,000 Department:_ (e IM\ 3. [ $25,000 0R LESS Dept. Monitor Name: W Document has been reviewed and includes any attachments or exhibits. Purchasing Coordination ‘s Date: 3 Z/- jfi' Joanne Kublik or Sunnie Estes Purc(asmg Méfiager r Des:gnee Risk Management Review Approved as written: M(H Z Q»‘ !(,gzzé(/" Date: "%//7///&' RISk Manager or desngnee Laura Porter or Krystal King County Attorney Review Approved as written: Date: County Attorney Gregory T. Stewart, Lynn Hoshihara, Kerry Parsons or designee Following Okaloosa County approval: Contracts & Grants Document has been received: Date: Contracts & Grants Manager T» AlLs l{\%)\” Joanne Kublik From: Parsons, Kerry <KParsons@ngn-tally.com> Sent: Tuesday, March 29, 2016 7:27 AM To: Joanne Kublik Cc: Lynn Hoshihara Subject: RE: Tindale Oliver Revisions Approved for legal purposes. From: Joanne Kublik [mailto:jkublik@co.okaloosa.fl.us] Sent: Tuesday, March 29, 2016 8:05 AM To: Parsons, Kerry Subject: Tindale Oliver Revisions Please send approval. Joanne Kublik, FCCM Contracts and Lease Coordinator Okaloosa County Purchasing Department 5479A Old Bethel Road Crestview, Florida 32536 (850) 689-5960 ikublik@co.okaloosa.fl.us Please note: Due to Florida's very broad public records laws, most written communications to or from County employees regarding County business are public records, available to the public and media upon request. Therefore, this written e- mail communication, including your e-mail address, may be subject to public disclosure. Joanne Kublik From: Laura Porter Sent: Tuesday, March 29, 2016 1:32 PM To: Joanne Kublik Subject: RE: Tindale QOliver Revisions Yes, | approve. Laura T aura J orter Risk Manager Okaloosa County Board of County Commissioners (850) 689-5977 Fax: (850) 689-5973 Please note: Due to Florida's very broad public records laws, most written communications to or from County employees regarding County business are public records, available to the public and media upon request. Therefore, this written e-mail communication, including your e-mail address, may be subject to public disclosure. From: Joanne Kublik Sent: Tuesday, March 29, 2016 1:06 PM To: Laura Porter Subject: FW: Tindale Oliver Revisions Would you approve this? Joanne Kublik, FCCM Contracts and Lease Coordinator Okaloosa County Purchasing Department 5479A Old Bethel Road Crestview, Florida 32536 (850) 689-5960 jkublik@co.okaloosa.fl.us Please note: Due to Florida's very broad public records laws, most written communications to or from County employees regarding County business are public records, available to the public and media upon request. Therefore, this written e-mail communication, including your e-mail address, may be subject to public disclosure. From: Janet Willis Sent: Tuesday, March 29, 2016 11:31 AM To: Elliot Kampert; Joanne Kublik Cc: Lynn Hoshihara; Parsons, Kerry Subject: RE: Tindale Oliver Revisions Tindale Oliver’s COl is attached. AMENDMENT ONE TO CONTRACT C16-2334-GM BETWEEN TINDALE OLIVER AND OKALOOSA COUNTY This AMENDMENT made and entered into this day of , 2016, amends the Contract C16-2334-GM, dated October 7, 2015, by and between Okaloosa County, Florida, a political subdivision of the State of Florida (the “County™) and Tindale Oliver (the “Contractor™), RECITALS WHEREAS, on October 7, 2015, the County and Contractor entered into a Contract (C16-2334-GM), which authorized the Contractor to provides the Transit Development Plan; And WHEREAS, the bid documents which are Exhibit “A” of this contract included a Project Budget; And NOW THEREFORE, in consideration of the mutual covenants set forth herein and other good and valuable consideration, the County and Contractor entered into this Amendment (o Contract. 1. The contract budget will be amended to include the Project Budget dated March 2, 2016. This revised Project Budget did not reflect a price change. 2. Payments for services rendered since the beginning of the contract will be based on the Project Budget dated March 2, 2016. 3. All other provisions of the Contract as amended shall remain in full force and effect. IN WITNESS WHEREOF, the parties hereto have caused these presents to be executed on the day and year hereinabove written. ATTEST: Charles K. Windes, Jr. J.D. Peacock, II Clerk of the Circuil Court Board of County Commissioners Date Witness: Oovar ©O. DR Signature Doad D. [ATioVi Print Name 4’}14’:(0 v Date Tindale Oliver William L. Ball Chief Operating Officer 14/ 16 Date PROJECT BUDGET TEN-YEAR TRANSIT DEVELOPMENT PLAN (TDP) OKALOOSA COUNTY Tindale Oliver Amended 3/2/16 128 $19,064 101 |Provide input to steering committee composition 102 [Prepare for and facilitate kickoff meeting with steering committee 103 |Prepare for and participate in 3 steering committee meetings 104 |Prepare for and participate in 4 project management team meetings 90 $9,296 201 |compile and evaluate data for baseline conditions 2.02 Prepare documentation and graphics for baseline conditions 2713 $29,074 3.01__|Develop public involvement plan 3.02 Conduct stakeholder interviews 3.03 |Conduct on-board survey 304 [Conduct two discussion group workshops 3.05 Conduct an operator survey 3.06 Conduct public workshops 307 |Electronic media engagement activities 308 [Prepare documentation and graphics for public involvement 119 $13,003 4.01 Prepare inventory of transportation services 402 |Conduct trend analysis 4.03 [Conduct peer review analysis 4.04 [Conduct capacity/supply evaluation 405 |Prepare Technical Memorandum No. | 251 $25,863 501 [Estimate demand for transit services (including T-BEST) 502 [identify and assess transit demand and mobility needs 5.03 Identify & evaluate alternatives 5.04 Prepare Technical Memorandum No. 2 64 $7,218 601 |Review local plans and documents 6.02 Complete situation appraisal 603 |ldentify potential revenues 73 $8,721 7.01 __|Integrate situation appraisal and previous public input 7.02__|Develop draft goals and objectives 7.03__|Prepare Technical Memorandum No. 3 225 $23,248 801 |Perform line-by-line analysis 802 [Perrform paratransit efficiency assessment 8.03 Prepare Technical Memorandum No. 4 528,358 901 |Prepare ten-year TOP 9.02 Prepare and conduct presentations 9.03 Prepare draft TOP document 9.04 __[Prepare draft TDP executive summary 9.05 _|Prepare final TOP report and executive summary Total Hours 1,458 $163,845 Percent Distribution of Hours 100.0% N/A Total Direct Labor 1,458 $163,845 Temporary Labor TempForce (DBE) Temporary Labor - training ($18.00/hour) 54 $972 TempForce (DBE) Temporary Labor - on-board ($18.00/hour) 126 $2,268 TempForce (DBE) Temporary Labor - data entry ($50.00/hour) 20 $1,000 Quest Corporation of America (QCA) (Included above) 160 $15,200 Total Fee 1658 $168,085 DBE Budget 360 $19,440 Percent DBE 21.71%| 11.57% (dg1) uojd Juswidojanag ysupsy | ALNAOI YSOOTYHO WO AL OARPUI MMM OAO3epullL Okaloosa County Ten-Year TDP Project Budget 128 101 Provide input to steering contmitiee composition 2 1 3 $437 L2 {Preparefor and fadilitate kickoff meeting with steering committee 12 2 6 27 $4 Lo3 Prepare for and partidpatein 3 steering committee meetings k-] 2 2 12 48 §7,092 1.04 Prepare for and participatein4 projectmanagement team meetings 24 2 2 13 50 §7,236 &z 20 $9,296 2.01 Compile and evaluate data for baseline conditions 2 2 24 8 53 $6,130 2.02 Preparé docurnenta tion and graphics for baseline conditions. 2 4 ¥l 8 32 $3,166§ ~ EVENES o3 $29,074 301 Develop publicinvolvement plan 2 8 6 17 $2278 362 [Conductstakeholder interviews 2 2 15 21 $2,097] 2.8 {conducton-board survey 2 12 4 =4 $6,430 3.04 Conduct two disaussion group workshops 2 16 2 4 8 34 4, 3.6 Conduct an aperator survey 1 1 2 10 Sl,lsll 306 |conductpublic workshops 1 2 2 16 21 2 307 |Elecironic media engagement activities 2 8 2 8 40 &0 $6,062) 308 Prepare doctamentation and graphics for public involvement 2 4 12 16 12 43 54,718 E 119 $13,003 4.00 |Prepaneinventory of transportation services 1 [3 13 51,161 4.02 Conduct trend analysis 1 4 20 % $2,708] 403 |conductpees review analysis 1 s 20 2 s3273 4.0¢ [Conductcapadity/supply evaluation 1 2 10 13 $1,4 4.5 [Prepare Technical Memorandum Ne. 1 4 8 12 4 8 39 $4422 31 $25,863 501 Estimate demand for transitservices (indluding T-BEST) 4 3 60 40 123 $11949 502 ' |identify and assess transit demand and mability needs. 4 4 16 4 23 33, 508 {identify & evaluate altarnatives 4 12 18 12 a7 55,278 | 504 Prepare Technical Memorandum Na. 2 4 3 16 16 3 $5,513 J BT ] i t i i H (day) upld 3uausdo)aaag Isup1L | ALNNOI ¥SOOIWNO. W02 43A||0R|RPUI MMM JBNjOX@[epUIL Okaloosa County Ten-Year TDP Project Budget 84 $7,218 6.01 Review local ptans and documents 2 4 16 2 2 2% $2,807 602 [Complete situation appraisal 1 7] 4 16 2 7 3 rid $3,043] 603 Identify potential revenues 2 4 4 1 11 SLZSH 2 3 T2 48,721 701 Integrate situation appraisaland previous public input 2 [ B 4 20 $2,358 702 Develop draft goals and objectives 4 8 8 2 n $2,793] 703 Prepare Technical Memomndum Mo, 2 1 4 6 12 4 2 2 31 43,569 N o 25 $23,248 801 Perform Une-by-line anatysrs 2 2 48 40 12 104 $10,658 802 {Pemform paratm@nsit efficlency assessment 2 2 48 32 12 96 $9,880} 803 Prepare Technical Memorandum No. 4 1 2 2 8 4 6 2 r-3 92,700 . 225 528,358 9.01 Prepare ten-year TDP 1 8 24 32 12 2 2 81 $9,361 9.02 Prepare and conduct presentations 1 30 3 12 8 56 $7,755 903 Prepare draft TDP document 2 4 16 20 10 4 2 58 $6,584 904 fPrepare draft TOP executive summary 1 € 6 2 19 $2,2984 905 Prepare final TDP report and executive summary 1 2 4 2 4 2 21 52,361 & Totat Hours 26 180 202 176 an2 104 48 10 / 1,458 $163,845 Parcent Distribution of Hours 16% 12.2% 13.9% 12.1% 32.4% 13.3% 23% Tk | 100.0% N/A| Total Direct Labor 26 180 202 176 472 154 48 160 1,458 $163,845 Temporary Labor TempForce (DBE) Temporaiy Labor - training ($18 00/hour) 54 $9M2 TempForce (DBE) Temporary Labor - on-board ($18.00/hour) B 126 $2,268 TempfForce (DBE} Temporary Labor - data entry ($50.00/hour) \‘ 20 $1,000 Quest Corporation of America (QCA) z 160) $15,200 Total Fee 1658 | $168,085 DBE Budget 360 $19,440 Percent DBE 21.71%| 11.57% Joanne Kublik From: Joanne Kublik Sent: Monday, March 21, 2016 1:03 PM To: Zan Fedorak; Janet Willis Subject: FW: Cost of TDP Contract - Please Review Need a current Certificate of Insurance. Please see Laura’s e-mail below. Thanks, Jo Joanne Kublik, FCCM Contracts and Lease Coordinator Okaloosa County Purchasing Department 5479A Old Bethel Road Crestview, Florida 32536 (850) 689-5960 jkublik@co.okaloosa.fl.us Please note: Due to Florida's very broad public records laws, most written communications to or from County employees regarding County business are public records, available to the public and media upon request. Therefore, this written e-mail communication, including your e-mail address, may be subject to public disclosure. From: Laura Porter Sent: Monday, March 21, 2016 11:54 AM To: Joanne Kublik; 'Parsons, Kerry'; Lynn Hoshihara Subject: RE: Cost of TDP Contract - Please Review We need a current COI for general liability, automobile and the excess coverage. Once we have the COIl, | will be able to sign. aura J orter Risk Manager Okaloosa County Board of County Commissioners (850) 689-5977 Fax: (850) 689-5973 Please note: Due to Florida's very broad public records laws, most written communications to or from County employees regarding County business are public records, available to the public and media upon request. Therefore, this written e-mail communication, including your e-mail address, may be subject to public disclosure. From: Joanne Kublik Sent: Monday, March 21, 2016 11:45 AM To: 'Parsons, Kerry';