Agenda 01/11/2011 Item #16A 5
Agenda Item No. 16A5
January 11, 2011
Page 1 of 20
EXECUTIVE SUMMARY
Recommendation to award RFP #10-5483 an agreement between Collier County
and Tindale-Oliver & Associates, Inc. for Phase 2 of the Master Mobility Plan.
Estimated contract amount of $315,700.
OBJECTIVE: To award RFP #10-5483, Phase 2 of the Master Mobility Plan, which will
provide for data analysis and compilation of data collected during Phase 1 into a Master
Mobility Plan; prepare and implement a public involvement plan; procure Memorandums
of Understanding, and recommend future changes to the Growth Management Plan and
the Land Development Code.
CONSIDERATIONS: On June 9, 2009, the Board of County Commissioners (Board)
approved the allocation of the Energy Efficiency and Conservation Block Grant
(EECBG) money to fund the development of a county-wide Master Mobility Plan. On
July 28, 2009, the Board directed staff to proceed with the project; data collection
commenced immediately and on May 13, 2010 staff held a successful public workshop.
Phase 1 resulted in Version 1.0 of the Master Mobility Plan Data Collection Technical
Report and a final report of the Data Plans Review Technical Memorandum. The Data
collected in Phase 1 will culminate in Phase 2 as a single unified planning document
that will provide a concise and practical guide to how we achieve mobility for people,
goods and services while protecting habitat, environmentaiiy sensitive iand and
agriculture with the primary focus of reducing Vehicle Miles Traveled through enhanced
future land use decisions, demand management and coordination of purpose. The
Master Mobility Plan will focus on evaluating the interaction of land use and demand
management through early coordination rather than trying to finance mobility based on
existing land use regulations. Approved HB 697 requires indirect reductions of
greenhouse emission through direct reductions in Vehicle Miles Traveled. The Master
Mobility Plan focuses on several factors that would meet the compliance standards from
HB 697.
This project does not fall under the Consultants Competitive Negotiation Act (CCNA).
RFP #10-5483 was issued on October 20, 2010, to solicit Phase 2 of the Master
Mobility Plan; 335 notices were sent, 75 firms downloaded the RFP package, and 3
proposals were received. The Selection Committee met on November 15, 2010 and
ranked the three firms in the following order of technical score:
1. Tindale Oliver & Associates, Inc.
2. CH2M Hill
3. Florida Transportation Engineering, Inc.
Agenda Item No. 16A5
January 11, 2011
Page 2 of 20
By consensus, the Selection Committee provided the above ranking and recommended
the award of a contract to Tindale-Oliver & Associates, Inc.
FISCAL IMPACT: Funds are available in the American Recovery and Reinvestment
Act (ARRA) Grant fund 725 project 33062.6.
GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management
Plan related to this action.
LEGAL CONSIDERATIONS: This item has been reviewed and approved by the
County Attorney's Office, is legally sufficient for Board action and only requires a simple
majority vote-SRT
RECOMMENDATION: That the Board of County Commissioners:
1. approve the award of RFP # 10-5483 and a contract with Tindale-Oliver &
Associates, Inc., and
2. authorizes the Chairman to sign the contract after County Attorney approval.
PREPARED BY: Debbie Armstrong, Project Manager
Land Development Services, Growth Management Division
ATTACHMENTS: Contract Schedules A, B & C
Item Number:
Item Summary:
Meeting Date:
Agenda Item No. 16A5
January 11, 2011
Page 3 of 20
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
16A5
Recommendation to award RFP #10-5483 an agreement between Collier County and
Tindale-Oliver & Associates, Inc. for Phase 2 of the Master Mobility Plan. Estimated contract
amount of $315,700.
1/11/2011 9:00:00 AM
Prepared By
Debbie Armstrong
Transportation Division
Project Manager
Transportation Engineering &
Construction Management
Date
12/15/2010 11 :30:30 AM
Approved By
Scott R. Teach
County Attorney
Deputy County Attorney
Date
County Attorney
12/15/201011:53 AM
Approved By
Michael Greene
Transportation Services
Project Manager
Transportation Engineering &
Construction Management
Date
12/15/2010 1 :28 PM
Approved By
Norm E. Feder, AICP
Transportation Division
Administrator - Transportation
Date
Transportation Administration
12/15/20102:44 PM
Approved By
Nick Casalanguida
Transportation Division
Director - Transportation Planning
Date
Transportation Planning
12/15/20104:55 PM
Approved By
Barbara LaPierre
Transportation Division
Management/Budget Analyst
Date
Transportation Administration
12/16/20109:15 AM
Approved By
William D. Lorenz, Jr., P.E.
Community Development &
Environmental Services
Director - CDES Engineering Services
Date
Engineering & Environmental Services
12/16/201012:02 PM
Approved By
Judy Puig
Community Development &
Environmental Services
Operations Analyst
Community Development &
Environmental Services
Date
12/20/20103:30 PM
Approved By
Steve Carnell
Director - Purchasing/General Services
Date
Administrative Services
Division
Agenda Item No. 16A5
January 11, 2011
Page 4 of 20
Purchasing & General Services
12/21/20101:32 PM
Approved By
Rhonda Cummings
Administrative Services
Division
Contracts Specialist
Date
Purchasing & General Services
12/21/20101:40 PM
Approved By
Jeff Klatzkow
County Attorney
Date
Approved By
12/28/2010 2:49 PM
Therese Stanley
Office of Management &
Budget
Manager - Operations Support - Trans
Date
Office of Management & Budget
1/4/20119:13 AM
Approved By
Mark Isackson
Office of Management &
Budget
Management/Budget Analyst, Senior
Date
Office of Management & Budget
1/4/2011 9:26 AM
Agenda Item No. 16A5
January 11, 2011
Page 5 of 20
SCHEDULE A
SCOPE OF SERVICES
SCOPE OF SERVICES
1. DESCRIPTION OF PROJECT:
The purpose of this Exhibit is to describe the scope of work and the responsibilities of the
Consultant in connection with the completion of the Master Mobility Plan.
The purpose of this project will be to develop and obtain consensus, and establish what will be
called the "Master Mobility Plan" (MMP). The MMP will be a concise and practical plan that will
guide the need and location of land use, public services (Govt., EMS, Schools, Parks, etc),
multi-modal transportation and infrastructures while protecting environmentally sensitive land,
habitat and agricultural land with the primary purpose of reducing Vehicle Miles Traveled (VMT)
through demand management and coordination of purpose.
The MMP will culminate with the adoption of the above plans and agreements with a concise set
of objectives and policy recommendations that would manage the implementation. The updated
objectives and policy recommendations will be an integral part of the EAR process scheduled
through Comprehensive Planning for the spring of 2011.
Over the past ten years Collier County has seen a dramatic swing in land development
demands that has put a tremendous strain on resources and finances. The County implemented
growth management initiatives and financial plans that took into account significant back log
needs while contending with a record setting demand for infrastructure and services. The
enviiOnment created a very reactive mode of managing our needs. The Transportation Planning
Department, in coordination with the Comprehensive Planning Department. is now looking at a
proactive way of managing the ultimate build out mobility needs of the county. The MMP will
focus on demand management and early coordination rather than trying to finance mobility
based on existing land use regulations. From a business perspective, reducing the demand for
physical infrastructure is a far more practical approach than supporting mobility via continuous
expansion and its requirement of ever increasing revenues such as impact fees, taxes, tolls and
ad valorem.
Approved HB 697 and proposed federal legislation all require local comprehensive plans to
include a section in the traffic circulation element that indirectly reduces greenhouse emission
through direct reductions in Vehicle Miles Traveled (VMT). The MMP focuses on several factors
that would meet the compliance standards from HB 697. The Transportation Planning
Department was also a successful recipient of a Department of Energy (DOE) grant that was
approved by the BCe on June 9, 2009 as item 10E. The attached project charter provides a
description of the concepts outlined within the MMP. The project charter has been endorsed by
each Division Administrator and upon approval of the charter by the BCC, the project will be set
in motion. The MMP will coordinate all the data from the East of 951 Horizon Study, the East of
951 Bridge Study, the Interactive Growth Model, the Long Range Transportation Plan, the Rural
Land Stewardship Area update and all long range plans from each division and key
stakeholders with consideration from each reviewing/permitting agency and
environmental/agricultural advocacy groups.
I. DESCRIPTION OF WORK
Agenda Item No. 16A5
January 11, 2011
Page 6 of 20
This Scope of Services is for the execution of Phase II of the Master Mobility Plan (hereinafter
referred to as the MMP) to guide the County in developing efforts to reduce Vehicle Miles Travel
(VMT's); Green House Gas emissions; and guide the county towards more sustainable
communities. The Master Mobility Plan will provide recommendations to include items such as:
Evaluation and Appraisal Report, Growth Management Plan and Land Development Code
recommendations.
II. PURPOSE
In an effort to address a need to enhance and supplement project management, administration
and oversight of the Master Mobility Plan, Collier County is soliciting for highly qualified
consulting management firms to oversee and manage complex phases of project
implementation including, but not limited to: administration assistance, data collection review
and analysis, public meetings, and preparation of proposed memorandums of understanding.
This service will supplement an array of professional in-house staff and contracted consultants
and contractors.
Provide planning and iterative support of staff efforts to the development of recommendations
for the completion of the Master Mobility Plan. Support Services shall include local support by
provide an on-site Project Manager. The Consultant will have the responsibility of preparing and
conducting a Public Involvement Plan (PIP). This will also require coordination with the MPO's
work on the 2035 Long Range Transportation Plan (LRTP) update and revision of the existing
Traffic Analysis Zone (T AZ) boundaries, data inputs/outputs, nodal points, and other features to
more accurately reflect current and anticipated changes to the Future Land Use Element and
Future Land Use Map.
These efforts shall assist in preparation of the County's Master Mobility Plan and will include
establishing the Goals, Objectives, and Procedures [GOP's], to be compliant with State and
Federal law. Creation of a final report summarizing the Master Mobility Plan, and the respective
methodology used in the development of all GOP's is required. Specific deliverables shall
include provision of all electronic files that are modified or created during the development of
this Plan, and provision of any graphics or other presentation materials (including permission to
use any copyrighted material). At times, the Consultant may be required to present this Plan to
one or more public bodies, including the Board of County Commissioners and the Metropolitan
Planning Organization.
The Consultant will draft the Master Mobility Plan by reviewing the data collection completed
during the first phase of the development of the Master Mobility Plan and additional information
that may be required during the development of the recommendations.
III. GOALS AND OBJECTIVES
The MMP will revolve around the following master plans and concepts:
· Infrastructure Master Plan that provides direction on infrastructure, reducing
redundancies and increasing synergy with the goal of reducing VMT. These will also
include South Florida Water Management District, and every county agency.
· Land Use Master Plan that strategically locates public services as well as private
residential, commercial and industrial development with the goal of reducing VMT.
To coordinate review with existing and proposed development/land use.
Agenda Item No. 16A5
January 11, 2011
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. Mobility Master Plan that incorporates multi-modal transportation alternatives with
the goal of reducing VMT. To determine the existing and projected traffic circulation
needs, future conditions and mobility requirements.
. Wildlife CrossinQs and Habitat Preservation Master Plan that identifies
environmentally sensitive land, habitat and agricultural land that will give credibility
and support to the infrastructure and mobility needs.
. Siqned MOU's (Memorandum of Understandinq) that define, validate and document
the commitments and expectations of Collier County Government agencies, primary
stakeholders and outside agencies.
. To maximize public outreach efforts to ensure that communications efforts and
public's participation in all phases of the MMP process will be maintained and
expanded by identifying and involving stakeholders.
IV. SERVICES TO BE PERFORMED
Phase II of the MMP shall be comprised of the following elements: public involvement; data
collection review and analysis; development of recommendations; preparation of Memorandums
of Understanding; and preparation of final MMP for adoption by the Board of County
Commissioners. An Executive Summary Report will also be prepared to provide an overview of
the MMP findings and recommendations. The Consultant shall complete all work and tasks of
the Study, including acceptance by the County of deliverables, within a maximum period of
twelve months from contract award date and no later than 12/31/2011. The major services to be
performed are summarized below.
Task A: On-Site Proiect ManaQement and Coordination
The Consultant will provide the services of a qualified Project Manager, acceptable to the
County to perform specific activities in accordance with the functions and duties generally
defined as follows:
The Consultant shall provide sufficient project management and coordination to assure
production control and assistance to the County during the study. A series of up to eighteen
(18) regular briefings will be held between the Consultant and the County. These briefings
should be held approximately every month, and to the extent possible, on a regular schedule.
The purpose of these briefings is to keep the County updated of the progress of the study and
the Consultant's findings, to confer on future courses of action, to schedule and coordinate the
preparation of other meetings, and to ensure the study progress is maintained in accordance
with the study schedule. When appropriate, representatives from other agencies may
participate in these briefings. The County reserves the right to request additional briefings, on
reasonable advance notice, should it becomes apparent that there are excessive schedule
delays or unacceptable products.
With County input, endeavor to identify and take action to correct deficiencies, which
become apparent during the project.
Endeavor to resolve problems in a timely manner as the work proceeds, and coordinate the
consultants,
Facilitate the meetings related to projects and prepare the meeting minutes at the County's
discretion.
Agenda Item No. 16A5
January 11, 2011
Page 8 of 20
Support the County's interaction with Citizens, State and local agencies on an as needed
basis to technical support, project status updates and information regarding other areas of
concern.
· Assist the County staff with the preparation of necessary documents (memos, schedules,
graphics and/or reports) to respond to the issues related to the projects and other support
services as required.
. DELlVERABLES:
· Preliminary Master Project Schedule
· Preliminary Cost Estimating Model
· Preliminary Project Management Plan
Services will be on an on-going basis through the duration of this project.
Task B: Proiect Initiation
Prior to beginning work, the Consultant shall meet with appropriate County representatives
at the Notice to Proceed Meeting. The purpose of this meeting shall include but not be
limited to the following:
1. The County will render all relevant information in its possession. This may include
previous correspondence, existing data, data collected in the first phase of the
MMP.
2. The County will establish any ground rules upon which the MMP process will be
conducted.
3. The County will explain the financial administration of the contract.
4. The County wiii render the official Notice-to-Proceed letter.
Task C: Public Involvement
1. Preparing Public Involvement Plan
The Consultant shall establish an open process that is responsive to the concerns of the
citizens and provides for timely involvement that influences the decision-making process. The
Consultant shall develop a process that creates an understanding of the issues and provides
participants the opportunity to be sufficiently prepared to react with confidence to the program
deliverables.
The plan shall be updated and amended throughout the MMP process as the needs of the
project may change, and shall also indicate the basic public involvement approach to be taken
with the project.
It will list the contact persons, media, local elected officials, and involved agencies. The
Consultant will also identify stakeholders that hold community interests (commuters,
businesses, residents, environmental interests, and others). The plan will describe as well the
means that will be used to involve the stakeholders in the process. The Consultant shall
provide to the County drafts of all Public involvement collateral (i.e., newsletters,
advertisements, etc.) associated with the following tasks for review and approval at least five (5)
business days prior to printing and / or distribution.
Agenda Item No. 16A5
January 11, 2011
Page 9 of 20
. DELlVERABLES:
A draft public involvement plan will be presented to the county no later than 45 days from notice
to proceed.
2. Mailing/Stakeholders List
The Consultant shall identify those individuals or groups to be affected by the project and will
develop and maintain a computerized database of contacts including Public officials, community
service organizations, environmental agencies, local and regional transportation officials, and
special interest groups shall be identified by the Consultant as those individuals or groups to be
affected by the project.
4. Unscheduled Meetings and Presentations
The Consultant and his staff shall be available with no more than a five (5) workday notice to
attend meetings or make presentations at the request of the County. Such meetings and
presentations may be held at any hour between 8:00 a.m. and 12:00 midnight on any day of the
week. The Consultant may be called upon to provide maps, press releases, advertisements,
audiovisual displays and similar materials for such meetings.
5. Identify and Inspect Public Meeting Site
Prospective sites for the Public Workshops/Meetings shall be inspected for suitability.
Consideration shall be given to location, seating capacity, lighting, display space, and any other
physical characteristic that would influence the viability of this site. Possible Public
Workshop/Meetings sites should facilitate participation by locating the meetings closer io
potentially impacted residents and businesses along the corridor. The Consultant shall identify
meeting facilities for the Public Workshops/Meetings including the proposed rentals fees and
associated expenses if required. The county will be responsible to sign any rental agreement
and issue any payments associated with each location rental.
6. Coordination Meetings with Local Officials
These meetings shall be held just prior to the Public Workshops to apprise local officials of the
project status and provide them with the materials/presentation to be presented at the public
workshop and receive their feedback. The Consultant should provide the Local Officials at least
two (2) weeks notification. It is specifically required ihat the Public Involvement Report show
evidence of coordination with the local officials. Special emphasis should be given to regular
coordination meetings with the following agencies:
· District School Board of Collier County
· Collier County Emergency Medical Services (EMS)
· Fire Districts of Collier County
· Collier County Parks and Recreation Department
· Collier County Planning Services Department
· Collier County Public Utilities Division
· Local civic associations
Agenda Item No. 16A5
January 11, 2011
Page 10 of 20
· or any other individual/entities included in the stakeholders list.
7. Public MeetingslWorkshops
A public meeting will be held to present to the public the conclusion/recommendations of the
MMP and provide the opportunity for review and comment on the MMP.
The Consultant shall attend these meetings and prepare appropriate displays or wall graphics
and/or electronic projections for use during the meeting. These include aerial photographs,
renderings, charts, and graphs, as needed. The Consultant may be required to actively
participate in any portion of the presentation.
The Consultant shall prepare project hand-outs for distribution at the meeting. All presentations,
media releases, and legal and display advertisements shall be prepared by the Consultant and
reviewed and authorized by the County.
A black-and-white, one eight (1/8th) of-a-page display advertisement announcing each meeting
shall be prepared and submitted to the County for approval. The Consultant shall publish the
advertisement in the area newspapers having the largest daily circulation. Advertising costs are
the responsibility of the Consultant, and shall be considered a reimbursable expense.
Notification shall be made by the Consultant to elected and appointed officials and other
interested persons by letter no later than two weeks prior to the meeting.
News releases shall be prepared and submitted for publication by the Consultant two weeks
prior to each meeting.
The Consultant shall brief the County's staff (who will be on hand during the meeting) prior to the
meeting to make sure the staff is up to date on the project and understands the MMP well
enough to discuss it with the public and answer questions.
Meeting setup and take down shall be handled by Consultant staff members familiar with the
equipment and the facilities available at the workshop site.
Conducting the meetings will involve knowledgeable staff and shall require enough staff
members to handle the public anticipated for the meeting. Although the meetings may be
scheduled for a certain time period, staff shall be available for some time before and/or after
those set hours in order to maintain public contact, availability for media interviews, etc.
The identification of issues brought up at the meeting is an integral part of the meeting
debriefing process, which shall be attended by all staff members taking part in the workshop
process and interacting with the public.
Once issues from the meeting have been identified, their significance shall be determined by the
Consultant and reviewed by the County (Le., are the issues valid enough for further
consideration or do they have elements that may require further consideration.)
Addressing the issues and responding to them is also an integral part of the meeting process.
This task involves letter writing, the placement of an ad, distribution of news releases, or any
other appropriate techniques.
Agenda Item No. 16A5
January 11, 2011
Page 11 of 20
8. Public Workshops
The purpose of the workshops is to introduce the project to a group of stakeholders and solicit
feedback concerning the project's need, identify key concerns to be addressed, drafting of a set
of goals and objectives and to provide a common understanding of the purpose of the MMP.
The Consultant shall assume the same tasks and responsibilities detailed in the organization
and purpose of the public meetings.
9. Newsletters
The Consultant shall prepare newsletters at various key points during the MMP. The
newsletters shall be mailed by the Consultant to elected officials and interested persons
included on the mailing list compiled by the Consultant. The County's review is required prior to
mailing. Considering the expected duration of the project, a maximum of six (6) newsletters is
anticipated.
10. Website
The County will establish a link on their website to provide information to the public with regards
to the MMP. The information will include maps, newsletters, etc. The material will be provided
by the Consultant.
TASK D: Evaluation of land use Proiection/Alternatives
Document current land use projections and assumptions; establish a general framework for
evaluating the implications of !arge~scale urban form decision/land use policy. This "viII be
accomplished through the following tasks:
· Evaluate the county's interactive growth model
· Prepare an inventory of planned and un-planned development areas
· Establish a general energy consumption/emission metrics and conduct a
sensitivity analysis
· Evaluate peer county development metrics
· Evaluate Activity Center Redevelopment Potential
· Evaluation of Urban Town concepts east of CR 951
The goal of this analysis is to provide an overview of the impacts related to future growth and
development in the county.
By utilizing the information already collected in Phase I of the Master Mobility Plan, provide a
unified future projection utilizing the already existing data.
Task E: Study Documentation
The Consultant shall document the MMP process through a series of reports. Maximum use
shall be made of tabular and illustrative presentations of MMP data, analyses, and improvement
recommendations.
Agenda Item No. 16A5
January 11, 2011
Page 12 of 20
Copies of all written correspondence between the Consultant and any party pertaining
specifically to the MMP shall be provided to the County for their records within one (1) week of
the receipt of said correspondence. Upon completion of the MMP, the Consultant shall deliver
to the County, in an organized manner, all project files, maps, sketches, worksheets, and other
materials used or generated during the study process.
All reports, graphics, presentations and CADD files developed during the course of the MMP
shall be submitted in electronic format on CD-R or DVD-R. These files shall be in their native
format from the source program they were created in. In addition, all reports, associated
graphics and concept plans shall be submitted in PDF Format on a separate CD-R or DVD-R.
The Consultant shall submit 5 copies of each CD-R or DVD-R clearly labeled with the Project
Number, project description, name of firm doing the work and the creation date of the media.
Certain documents prepared by the Consultant will require to be provided to the County in
format such as Microsoft Word, Excel and possibly in a PDF Format.
V. STUDY REQUIREMENTS AND PROVISIONS FOR WORK
A. GoverninQ ReQulations
The services performed by the Consultant shall be in compliance with all applicable State and
Federal regulations. Included among these regulations are:
1. U.S.C.: Title 23: Highways.
2. 42 U.S.C. 4332(2)(c), popularly known as Section 1 02(2)(c) of the National
Environmental Policy Act of 1969, P. 91-190.
3. 49 R.S.C. 1653 (f), popularly known as Section 4(f) of the Department of Transportation
Act of 1966, P.L. 89-670.
4. The National Historic Preservation Act of 1966 (P.L. 89-665) and Executive Order No.
11593 ("Protection and Enhancement of the Cultural Environment") as implemented in
"Procedures for the Protection of Historic and Cultural properties", 36 C.F.R.; Part 800.
5. Executive Order No. 11990, "Protection of Wetlands".
6. Executive Order No. 11988, "Floodplain Management".
7. Chapter 339.155 of the Florida Statutes.
8. FDOT PD&E Guidelines Manual.
9. 23 CFR 771.
10. 23 CFR 770.
11. Collier County Growth Management Plan.
12. Collier County Land Development Code.
Agenda Item No. 16A5
January 11, 2011
Page 13 of 20
13. All of the appropriate Federal-Aid Highway Program manual (FHPM) issuances and
related FOOT Policies and Directives governing the implementation of the previously
mentioned regulations. The standards referred to and recommended in the American
Association State Highway and Transportation Officials (AASHTO) and FOOT's Design
Criteria related to highway safety shall be used to the extent applicable. The corridor
alignments developed by the Consultant shall be the best engineering solution to a given
problem and not merely an adherence to the minimum AASHTO standards.
1. Chapter 337.241 Florida Statutes.
B. Proiect Schedule
1. Within ten (10) days after Notice to Proceed, the Consultant shall prepare a detailed
updated work plan for management coordination and control to ensure successful and
timely completion of the MMP, including schedule and cost breakdown for each sub-task
described in this scope of services. The Consultant will also prepare an anticipated
payout curve. Said schedule and anticipated payout curve shall be subject to approval
by the County before an invoice can be submitted. The project schedule shall not
exceed twelve (12) months in duration beginning with the Notice to Proceed meeting.
c. Kev Personnel
The Consultant's work shall be performed and directed by the key personnel identified
by the Consultant during the proposal stage of this project. Changes in personnel, if
any, shall be subject to written approval by the County.
D. Proaress Billing
The Project Manager will authorize first payment two weeks after the Notice to Proceed
is issued after which the Consultant shall meet (via conference call if possible) with the
County on a monthly basis and provide written progress reports that outline in detail the
task accomplishments, meetings held, status of deliverables, expected activities for the
next period, issues for resolution and the responsible party. Progress reports shall be
delivered to the County concurrently with the monthly invoice. Prior to submitting invoice
for payment, progress reports and invoice (percentage) complete will be reviewed during
the monthly meeting. Judgment on whether work of sufficient quality and quantity has
been accomplished will be made by the Project Manager or their designee, by
comparing the reported percentage complete against actual work accomplished.
The Consultant will submit monthly status reports, identifying work accomplished for the
previous month and work to be accomplished for the following month. Any problems
encountered should be identified, and suggested solutions be made in the status report.
E. Liaison Office
The County will designate a Project Manager, who shall be the representative of the
County for the Project. While it is expected the Consultant shall seek and receive advice
from various State, Regional, and local agencies, the final direction on all matters
remains with the Project Manager or their designee.
Agenda Item No. 16A5
January 11, 2011
Page 14 of 20
SCHEDULE 8
BASIS OF COMPENSATION
LUMP SUM
1 . MONTHLY STATUS REPORTS
8.1.1 As a condition precedent to payment, CONSULTANT shall submit to OWNER as
part of its monthly invoice a progress report reflecting the Project design and
construction status, in terms of the total work effort estimated to be required for the
completion of the 8asic Services and any then-authorized Additional Services, as of the
last day of the subject monthly billing cycle. Among other things, the report shall show
all Service items and the percentage complete of each item.
81.1.1 All monthly status reports and invoices shall be mailed to the attention
of Debbie Armstrong, Project Manager, Transportation Planning, Planning and
Regulation, Growth Management Division, 2800 North Horseshoe Drive, Naples,
FL 34104
2. COMPENSATION TO CONSULTANT
8.2.1. For the 8asic Services provided for in this Agreement, OWNER agrees to make
the lump sum payments to CONSULTANT in accordance with the terms stated below.
D':l\lrY'lont." will he rY'l':l~o in ~""""'''~'"'n''e ",i+h +h"'" f,..../I,.....ui""'"" C"h",.j, .1". ho'.'''''''r +1-.."
I Vtllll""'Hv I IJ IIICAU\J III ovvvlua Iv vVll.I LI v IUIIUVVIII~ v\..lIIV'UUIC', I vvc;vt:;, lIle
payment of any particular line item noted below shall not be due until all services
associated with any such line item have been completed to OWNER'S reasonable
satisfaction.
TASK LUMP SUM FEE FOR: FEE PAYMENT SCHEDULE
A. On-Site Project Management $ 65,400.00 Monthly Upon Percent Complete
and Coordination of Task
8. Project Initiation $ 4,400.00 Monthly Upon Percent Complete
of Task
C. Public Involvement $ 84,200.00 Monthly Upon Percent Complete
of Task
D. Evaluation of Land use $121,800.00 Monthly Upon Percent Complete
Projection/Alternatives of Task
E. Study Documentation $ 39,900.00 Monthly Upon Percent Complete
of Task
TOTAL FEE (Total Items A-E) $315,700.00
Agenda Item No. 16A5
January 11, 2011
Page 15 of 20
B.2.2. The fees noted in Section 2.1. shall constitute the lump sum amount of Three
Hundred Fifteen Seven Hundred Dollars ($315,700.00) to be paid to CONSULTANT
for the performance of the Basic Services.
B.2.3. For Additional Services provided pursuant to Article 2 of the Agreement, if any,
OWNER agrees to pay CONSULTANT a negotiated total fee and Reimbursable
Expenses based on the services to be provided and as set forth in the
Amendment authorizing such Additional Services. The negotiated fee shall be
based upon the rates specified in Attachment 1 to this Schedule B and all
Reimbursable Expenses shall comply with the provision of Section 3.4.1 below.
There shall be no overtime pay on Additional Services without OWNER'S prior
written approval.
8.2.4. The compensation provided for under Sections 2.1 of this Schedule B, shall be
the total and complete amount payable to CONSULTANT for the Basic Services
to be performed under the provisions of this Agreement, and shall include the
cost of all materials, equipment, supplies and out-of-pocket expenses incurred in
the performance of all such services.
B.2.5 Notwithstanding anything in the Agreement to the contrary, CONSULTANT
acknowledges and agrees that in the event of a dispute concerning payments for
Services performed under this Agreement, CONSULTANT shall continue to
perform the Services required of it under this Agreement, as directed by
OWNER, pending resolution of the dispute provided that OWNER continues to
n~l\1 tt"\ ('(')1\1<::111 TAI\IT ~II ~rnt"\"nts th~t (,)\MI\I!::O rlno.s nnt rliconllto. "'''0. rl"o. ..,nrl
t"'V1) L\J ~"""'I ~"-"''-'.... I I \I. I Il"AII 1l"A111V\.A11L LlIU........, V V I "lIL-I" \"AVV IIVL UI...:JtJULv CAI \J \"AU,,", c.tIIU
payable.
3. SCHEDULE OF PAYMENTS:
B.3.1. CONSULTANT shall submit, with each of the monthly status reports provided for
under Section 1.1 of this Schedule B, an invoice for fees earned in the
performance of Basic Services and Additional Services during the subject billing
month. The Project Manager will authorize the first payment two weeks after the
Notice to Proceed after which, notwithstanding anything herein to the contrary,
the CONSULTANT shall submit no more than one invoice per month for all fees
earned that month for both Basic Services and Additional Services. Invoices
shall be reasonably substantiated, identify the services rendered and must be
submitted in triplicate in a form and manner required by Owner. Additiona!!y, the
number of the purchase order granting approval for such services shall appear
on all invoices.
B.3.1.1 Payments will be made for services furnished, delivered, and accepted, upon
receipt and approval of invoices submitted on the date of services or within six
(6) months after completion of contract. Any untimely submission of invoices
beyond the specified deadline period is subject to non-payment under the legal
doctrine of "laches" as untimely submitted. Time shall be deemed of the essence
with respect to the timely submission of invoices under this agreement.
Agenda Item No. 16A5
January 11, 2011
Page 16 of 20
8.3.2. Invoices not properly prepared (mathematical errors, billing not reflecting actual
work done, no signature, etc.) shall be returned to CONSULTANT for correction.
Invoices shall be submitted on CONSULTANT'S letterhead and must include the
Purchase Order Number and Project name and shall not be submitted more than
one time monthly.
8.3.3 Payments for Additional Services of CONSULTANT as defined in Article 2
hereinabove and for reimbursable expenses will be made monthly upon
presentation of a detailed invoice with supporting documentation.
8.3.4 Unless specific rates have been established in Attachment 1, attached to this
Schedule 8, CONSULTANT agrees that, with respect to any subconsultant or
subcontractor to be utilized by CONSULTANT for Additional Services,
CONSULTANT shall be limited to a maximum markup of 5% on the fees and
expenses associated with such subconsultants and subcontractors.
8.3.4.1 Reimbursable Expenses associated with Additional Services must
comply with section 112.061, Fla. Stat., or as set forth in the Agreement,
be charged without mark-up by the CONSULTANT, and shall consist
only of the following items:
8.3.4.1.1. Cost for reproducing documents that exceed the number of
documents described in this Agreement and postage and
handling of Drawings and Specifications.
8.3.4.1.2. Travel expenses reasonably and necessarily incurred with
respect to Project related trips, to the extent such trips are
approved by OWNER. Such expenses, if approved by
OWNER, may include coach airfare, standard accommodations
and meals, all in accordance with section 112.061, F.S. Further,
such expenses, if approved by OWNER, may include mileage
for trips that are from/to destinations outside of Collier or Lee
Counties. Such trips within Collier and Lee Counties are
expressly excluded.
8.3.4.1.3. Permit Fees required by the Project.
8.3.4.1.4 Expense of overtime work requiring higher than regular rates
approved in advance and in writing by OWNER.
8.3.4.1.5 Expense of models for the County's use.
8.3.4.1.6 Other items on request and approved in writing by the OWNER.
8.3.4.2 Should a conflict exist between the dollar amounts set forth in Section
112.061, F.S., and the Agreement, the terms of the Agreement shall
prevail.
Agenda Item No. 16A5
January 11, 2011
Page 17 of 20
Agenda Item No. 16A5
January 11, 2011
Page 18 of 20
SCHEDULE B - ATTACHMENT 1
SCHEDULE OF FEES FOR BASIC SERVICES
"MASTER MOBILITY PLAN - PHASE TWO"
Task A. On-Site Project Manaaement and Coordination:
Task B. Project Initiation: Lump Sum
Task C. Public Involvement: Lump Sum
· Public Involvement Plan
Lump Sum $ 65.400.00
$ 4.400.00
$ 84.200.00
. Public Meetings/Workshops
· Stakeholder Database/lnterviews/Meetings
· EAC/CCPC and BCC Meetings
· Project Newsletters/Public Information
. Project Website
Task D. Evaluation of Land use Projection/Alternatives: Lump Sum $121.800.00
· Evaluate Land Use and Development Potential
· Evaluate Public Infrastructure/Services
· Evaluate Natural Resource Constraints/Opportunities
· General Energy Consumption/Emission Metrics
· Evaluate Peer County Development Metrics
· Evaluate Activity Center Redevelopment Potential
· Evaluate Urban Town Concepts East of CR951
· EAC/CCPC and BCC Meetings
Task E. Study Documentation: Lump Sum
· Develop Mobility Master Plan and Signed MOUs
. EAC/CCPC and BCC Meetings
Total for Tasks A through E
$ 39.900.00
$315,700.00
Agenda Item No. 16A5
January 11, 2011
Page 19 of 20
SCHEDULE B - ATTACHMENT 2
CONSULTANT'S EMPLOYEE HOURLY RATE SCHEDULE
"Master Mobility Plan - Phase Two"
Consultant's Emplovee Hourlv Rate Schedule
Title
Hourly Rate
Principal
$ 195.00/hr
$ 150.00/hr
$ 140.00/hr
Project Manager
Senior Planner
Planner
$ 110.00/hr
GIS Specialist/Programmer
$ 100.00/hr
$ 60.00/hr
Clerical
END OF SCHEDULE B
Agenda Item No. 16A5
January 11, 2011
Page 20 of 20
SCHEDULE C
PROJECT MILESTONE SCHEDULE
Task A. On-Site Project Management and Coordination - 18 local coordination
meetings are anticipated to be completed throughout the 12-month project with
approximately one local coordination meeting occurring every 20 days from Notice to
Proceed.
Task B. Project Initiation - The Project Initiation Meeting will occur within 30 days
from Notice to Proceed.
Task C. Public Involvement -
· The Public Involvement Plan/Project Approach will be delivered to the County
within 45 days from the Notice to Proceed.
· The Project website will be developed within 45 days from Notice to Proceed.
· The initial Stakeholder Group Interviews will occur within 60 days from Notice to
Proceed.
· The Stakeholder Meetings and Public Workshops will be completed within 270
days from the Notice to Proceed.
· Newsletters and other public information will be provided throughout the 12-
rY'll"\nth nl"l"\;o,..t
IIIVI ILl I tJl VJ""'VL.
Task D. Evaluation of land use Projection/Alternative - The analysis under this
task will be completed within 270 days from the Notice to Proceed.
Task E. Study Documentation - Approval of the Master Mobility Plan will occur no
later than the final Board of County Commissioners meeting of 2011. The draft Master
Mobility will be submitted approximately 30 days prior to this meeting.
END OF SCHEDULE C