Agenda 11/14/2023 Item #16A17 (An after-the-fact payment to Johnson Engineering, Inc, for work related to Contract #18-7432-CE)11/14/2023
EXECUTIVE SUMMARY
Recommendation to approve an after-the-fact $25,502.00 payment to Johnson Engineering, Inc., for work
performed related to land use petition and Land Development Code amendment review in excess of the
original Purchase Order No. 4500220490 contracted amount of $187,616.00, issued under Agreement No. 18-
7432-CE, and make a finding that this expenditure has a valid public purpose.
OBJECTIVE: To approve an after-the-fact payment for land use petition review and Land Development Code
review (“LDC”) in the amount of $25,502 for staff-directed work performed by Johnson Engineering, Inc. (“the
Consultant”), which exceeded the original agreed upon Work Order amount under Purchase Order 4500220490.
CONSIDERATIONS: Staff is requesting approval of an After-the-Fact authorization to pay the Consultant the
amount of $25,502 for additional work the Consultant performed at staff’s direction related to land use petition and
LDC amendment review (the “additional work”), which exceeded the agreed upon $187,616 amount in Purchase
Order No. 4500220490.
Staff inadvertently directed the Consultant to provide the $25,502 in additional work services before realizing that
the original sum of $187,616 authorized by Purchase Order No. 4500220490 had already been exhausted. Although
staff has implemented measures to prevent recurrence of this action, the timely completion of the additional work,
which involved work related to the Golden Gate Golf Course Planned Unit Development amendment and the LDC
amendments for the Rural Lands Stewardship Area of the Growth Management Plan, was Board-directed and
would have resulted in not meeting the anticipated timelines if that work was stopped until FY24.
After further discussion with the Procurement Division and realizing the purchase order was considered closed,
Zoning Division staff recognized that an after-the-fact request to the Board was required to seek approval to pay for
the additional work between August 15, 2023, and September 17, 2023. Notably, the Consultant ha s provided land
use petition and LDC support services to the Zoning Division for the past seven years, and this represents the first
time this situation has occurred.
Staff is requesting the after-the-fact approval for payment of the Consultant’s attached invoice in the total amount
of $25,502.00 (approximately 15% more than the original Purchase Order amount), resulting from staff’s oversight
of the Agreement’s requirements (and the Procurement Ordinance) that such modifications be obtained through a
Board-approved Change Order or an amendment to the Agreement. Notwithstanding, staff notes that this
additional work was completed and recommends that the Consultant be paid for the value of the work it provided to
the County.
The Zoning Division will continue to work with the Operations and Regulatory Management Division to ensure it
follows the requisite process and controls on existing and future contracts, work orders, and purchase orders.
Growth Management Community Development Department Operations and Regulatory Management Division will
continue to provide proper oversight and additional training to Zoning staff on the proper processes to help ensure
payments are made promptly and work is appropriately authorized.
FISCAL IMPACT: Funds in the amount of $25,502.00 are available within Planning Services Fund (1014),
Current Planning Cost Center (138326). There is no impact to the General Fund as funds within this fund and cost
center are generated from fees collected from zoning and land use service applicants.
GROWTH MANAGEMENT IMPACT: No growth management impacts are associated with this action.
LEGAL CONSIDERATIONS: Several Articles in Agreement No. 18-7432-CE expressly state that additional
services (work) can only be authorized pursuant to a properly issued amendment or approved change order and that
in the absence of an emergency, the County is not responsible for the costs of additional services without express
prior written approval before such services are performed. Although there is no legal responsibility to provide
payment for such services, and staff had no such authority to bind the County with its verbal directives, the County
16.A.17
Packet Pg. 486
11/14/2023
did realize a public benefit in receiving the additional work, and the Board can authorize payment under the le gal
theory of quantum merit if it believes that it would be unjust for the County to be unreasonably enriched at the
Consultant’s expense. This item is approved as to form and legality and requires a majority vote for Board
approval. -SRT
RECOMMENDATION: To approve an after-the-fact $25,502.00 payment to Johnson Engineering, Inc., for work
performed related to land use petition and Land Development Code amendment review in excess of the original
Purchase Order No. 4500220490 contracted amount of $187,616.00, issued under Agreement No. 18-7432-CE, and
make a finding that this expenditure has a valid public purpose.
Prepared by: Mike Bosi, Director, Zoning, Growth Management Community Development
ATTACHMENT(S)
1. After the Fact Form Johnson Eng-signed-gmd (PDF)
2. 18-7432-CEJohnson_Contract_20230922124225.465_X (PDF)
3. 18-7432-CE_Amend#1_JohnsonEng_Exec_20230922130000.869_X (PDF)
4. Proposal-Johnson-Engineering (PDF)
5. 10-22WorkOrder-JohnsonEngineering-PlanningServices_20230926145828.759_X (PDF)
6. PO 4500220490 (PDF)
7. NTP Johnson Engineering - Petition and LDC Amendment Review (PDF)
8. Johnson Engineering-Invoice (PDF)
9. RE_ ATF - Johnson Engineering (PDF)
16.A.17
Packet Pg. 487
11/14/2023
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.17
Doc ID: 27005
Item Summary: Recommendation to approve an after-the-fact payment in the amount of $25,502.00 to Johnson
Engineering, Inc., for work performed related to land use petition and Land Development Code amendment review
in excess of the original Purchase Order No. 4500220490 contracted amount of $187,616.00, issued under
Agreement No. 18-7432-CE, and make a finding that this expenditure has a valid public purpose.
Meeting Date: 11/14/2023
Prepared by:
Title: Zoning Director – Zoning
Name: Mike Bosi
10/18/2023 11:27 AM
Submitted by:
Title: Zoning Director – Zoning
Name: Mike Bosi
10/18/2023 11:27 AM
Approved By:
Review:
Zoning Mike Bosi Division Director Completed 10/18/2023 11:28 AM
Operations & Regulatory Management Michael Stark Additional Reviewer Completed 10/20/2023 9:20 AM
Transportation Management Operations Support Evelyn Trimino Additional Reviewer Completed
10/20/2023 6:43 PM
Growth Management Community Development Department Diane Lynch Level 1 Department ReviewCompleted
10/20/2023 6:48 PM
Procurement Services Sandra Herrera Additional Reviewer Completed 10/23/2023 8:31 AM
Procurement Services Sandra Herrera Additional Reviewer Completed 10/23/2023 8:32 AM
Growth Management Community Development Department James C French Growth Management Completed
11/01/2023 1:03 AM
County Attorney's Office Scott Teach Level 2 Attorney Review Completed 11/01/2023 8:17 AM
Corporate Compliance and Continuous Improvement Megan Gaillard Additional Reviewer Completed
11/01/2023 6:45 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 11/02/2023 8:30 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 11/02/2023 9:01 AM
Office of Management and Budget Laura Zautcke Additional Reviewer Completed 11/02/2023 4:42 PM
Growth Management Community Development Department Jaime Cook Additional Reviewer Completed
11/07/2023 4:57 PM
County Manager's Office Amy Patterson Level 4 County Manager Review Completed 11/08/2023 3:59 PM
Board of County Commissioners Geoffrey Willig Meeting Pending 11/14/2023 9:00 AM
16.A.17
Packet Pg. 488
After the Fact Form
Revised 06/17/2021
Instructions
As per section 21 of the Procurement Manual, all purchases shall be consistent and in compliance with the Procurement
Ordinance (2017-08). Should work be authorized or purchases made that is inconsistent with County policy, procedure, or
contract terms, an After-the-Fact Procurement Form is required. This includes purchases made in advance of a Purchase Order,
when a Purchase Order is required to authorize such activity, and purchases made under an expired contract, or for goods and
services not covered by the current contract or purchase order. All such “After the Fact Procurements” will be reported to the
County Manager.
Requester Name: Division:
Division Director: Vendor Name:
Amount: Contract #: Purchase Order:
Why is this deemed a non-compliant purchase? Choose one.
Contract Ordinance Manual P-Card Other
Details of Purchase: Explain the circumstances behind this purchase.
Action Required: What are you asking to be done to remedy the situation, include list of invoices if applicable?
Corrective/Preventive Action: What action is being taken to prevent this violation from re-occurring?
The requestor affirms that to the best of their knowledge the information provided in this document is true.
Requested by: Signature: Date:
Division Director: Signature: Date:
Michael Bosi Zoning (GMCDD)
Johnson Engineering, Inc
$25,502 18-7432-CE 4500220490
Purchase Order 4500220490 for Johnson Engineering, Inc. was opened as a Work Order under CCNA Contract 18-7432-CE in the total amount of $187,616. The Commencement date was October
7, 2022 and final completion date was October 2, 2023. The Work Order was for Consulting services for Planning Petition Review and LDC Amendments assistance for the Zoning Division.
Zoning staff verbally authorized work related to the land use petition and LDC amendment review beyond the originally contracted amount of $187,616 and did not follow the contract requirements for
authorizing additional work, which require a change order. Furthermore, the additional amount is approximately 15% of the contracted amount which requires a Board approval of the change order as
per Procurement Ordinance 2017-08, as amended.
This additional work, beyond the originally allocated encumbered amount, was critical for the Zoning Division to provide service to the development industry related to land use petition review and
LDC amendment support in preparation for public hearings before the Planning Commission and the Board of County Commissioners. The work performed by Johnson Engineering Inc. from August
14, 2023 (the date the invoice was submitted which exhausted the available funds within existing PO) to September 17, 2023 was critical to maintaining the agreed-upon schedule of land use
petitions and LDC amendments associated with the development community. The work related to the Golden Gate Golf Course Planned Unit Development (PUD) amendment and the Land
Development Code (LDC) amendments for the Rural Lands Stewardship Area of the Growth Management Plan (GMP) would have been placed in jeopardy of meeting their anticipated timelines, if
the consultant work was to be placed on hold until the approval of the required change order.
Staff is requesting the after-the-fact approval for invoice 12 from Johnson Engineering, Inc, in the amount of $25,502 because staff authorized additional work, which did not follow the contract
requirements for authorizing additional work and the Procurement Ordinance requirements for change order approval. Staff believes the additional cost associated with the work performed by
Johnson Engineering Inc., served a valid public purpose and request the same determination from the Board.
The Zoning Division staff is requesting the Board of County Commissioners to:
1. Waive the contract requirement for a change order since the work order is expired
2. Approve/ratify the payment of invoice 12 from Johnson Engineering, Inc. in the amount of
$25,502.
3. Deem the transaction had a valid public purpose.
The Zoning Division will work with the Operations and Regulatory Management Division to ensure proper process and controls on existing
contracts. GMCDD Operations will provide additional training to Zoning staff on the proper processes to help ensure payments are made
promptly, and invoices contain proper authorization, with any change orders following the agreed upon steps.
Zoning staff that were involved in this project will complete the following Collier University classes: Procurement 101, Change Orders, Work
Orders, and Professional Services Library.
Additionally, Consultant will have to report budget every 2 weeks and notify the Zoning Director/Project Manager if they need more hours for the
project before the budget is exhausted.
Mike Bosi
James French
✔✔
BosiMichael Digitally signed by BosiMichael
Date: 2023.10.17 08:32:03
-04'00'
FrenchJames Digitally signed by FrenchJames
Date: 2023.10.17 17:47:35 -04'00'
✔
16.A.17.a
Packet Pg. 489 Attachment: After the Fact Form Johnson Eng-signed-gmd (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 490Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 491Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 492Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 493Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 494Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 495Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 496Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 497Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 498Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 499Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 500Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 501Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 502Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 503Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 504Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 505Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 506Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 507Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 508Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 509Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 510Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 511Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 512Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 513Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 514Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 515Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 516Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 517Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 518Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 519Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 520Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 521Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 522Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 523Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 524Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 525Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 526Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 527Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 528Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 529Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 530Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 531Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 532Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 533Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 534Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
16.A.17.bPacket Pg. 535Attachment: 18-7432-CEJohnson_Contract_20230922124225.465_X (27005 : AFT-Johnson Engineering)
+PIOTPO&OHJOFFSJOH
*OD
16.A.17.c
Packet Pg. 536 Attachment: 18-7432-CE_Amend#1_JohnsonEng_Exec_20230922130000.869_X (27005 : AFT-Johnson Engineering)
+PIOTPO&OHJOFFSJOH
*OD
!
16.A.17.c
Packet Pg. 537 Attachment: 18-7432-CE_Amend#1_JohnsonEng_Exec_20230922130000.869_X (27005 : AFT-Johnson Engineering)
2350 Stanford Court ■ Naples, Florida 34112
(239) 434-0333 ■ Fax (239) 434-9320
SINCE 1 946
August 22, 2022
Mr. Ray Bellows
Zoning Manager, Growth Management
2800 N. Horseshoe Drive
Naples, FL 34104
Re: Proposal for Planning Review Services (FY 22-23)
Professional Services Contract #18-7432-CE
Dear Mr. Bellows,
Please accept this letter as our proposal to provide professional planning services to the Collier County
Growth Management Department – Zoning Division (hereafter, “COUNTY”).
We understand the COUNTY seeks continuation of professional planning services for review of backlogged
and new planning petitions to maintain petition review and scheduling for the Fiscal Year 2022-23
timeframe.
The general objective of this task is to assist COUNTY in planning petition review and planning technician
functions. The major services to be performed under this Task Order are summarized below:
SCOPE OF SERVICES
A. PETITION REVIEW & LAND DEVELOPMENT CODE AMENDMENTS
• CONSULTANT will accept up to 30 review assignments from the COUNTY to review Zoning
Division petitions and Land Development Code (LDC) Amendments. Petitions may be currently
in process or may be new submittals. Petition types are anticipated to be those heard by the
Planning Commission, Board of County Commissioners, or Hearing Examiner, including
PUD/DRI and standard rezone petitions, Conditional Use petitions, LDC Amendments, and other
similar petitions types heard by the Planning Commission or by the Hearing Examiner.
• CONSULTANT will perform services on-site at COUNTY offices or remotely based on COUNTY
policy. CONSULTANT will be on-site up to three days per week based on a schedule coordinated
with and acceptable to the COUNTY.
• Review of petitions and LDC Amendments may include any or all of the following functions as
directed by the COUNTY:
- Attend pre-application meetings
- Research property site history, permitting history, or applicable Land Development Code
provisions and previously approved land uses
- Conduct project site visits and attending Neighborhood Information Meetings to act as the
County representative (reviewer)
- Respond to agent or third- party questions related to the petition review
- Perform planning review and input comments in CityView system
- Monitor review progress and coordinate with other Growth Management Department and
external agency reviewers to address petition processing requirements; and coordinate review
deadlines with Zoning Operations
- Process review comment letters
- Compile staff reports, Executive Summaries, and upload into the Acella system
16.A.17.d
Packet Pg. 538 Attachment: Proposal-Johnson-Engineering (27005 : AFT-Johnson Engineering)
Page 2
•CONSULTANT will coordinate with other Collier County divisions and agencies as required to
complete reviews and issue review comment letters.
•CONSULTANT will document correspondence for record keeping and tracking purposes.
•CONSULTANT will attend regularly scheduled coordination meetings with the COUNTY for
project status updates and to receive new assignments and related updates.
•CONSULTANT will attend Post Review Meetings with applicants as necessary or requested by
the COUNTY.
•Prepare Draft Staff Reports and deliver to Zoning Manager for review once a project has completed
the review process. Zoning Division will maintain responsibility for scheduling hearings.
•This scope assumes COUNTY staff will be responsible for presentations of staff reports and
addressing questions at public hearings.
GENERAL ASSUMPTIONS:
•CONSULTANT’s own timesheet system will be used to record time spent on petition review and
activities performed in association with each PL#.
•CONSULTANT will be provided computer access to the COUNTY CityView system and a
workspace. Should remote access be permitted, CONSULTANT may perform work from one of
CONSULTANT’s offices but will be available to meet with COUNTY and review progress of the
work.
•At time of petition assignment to CONSULTANT, a review will be conducted for potential
conflicts. CONSULTANT will inform COUNTY if any potential conflict is identified; in such
case the petition will be assigned to other COUNTY staff for review.
Project Schedule
The CONSULTANT will meet with COUNTY staff to develop individual task schedules based on assigned
work items. CONSULTANT will be ready to begin work immediately upon Notice to Proceed (NTP).
Overall Work Order Schedule will not extend beyond 360 calendar days.
Compensation
The COUNTY will compensate the CONSULTANT for the above tasks on a Time and Materials (T&M)
basis per Schedule B of contract for Professional Services Library Civil Engineering Category. The T&M
fee will not exceed $187,616.00.
The estimated hourly breakdown below has been prepared for the sole purpose of establishing the maximum
limit for this work order.
Senior
Planner
TASK (HOURLY RATES)$164 TOTAL
A PLANNING PETITION REVIEW 1144 187,616$
$187,616PROJECT TOTAL:
CONSULTANT will perform and participate in review of
planning petitions as directed by COUNTY.
16.A.17.d
Packet Pg. 539 Attachment: Proposal-Johnson-Engineering (27005 : AFT-Johnson Engineering)
Page 3
We sincerely appreciate the opportunity to provide you with this proposal and look forward to working
with you. Should you have any comments, questions, or require any additional information, I’ll be glad to
discuss.
Sincerely,
JOHNSON ENGINEERING, INC.
Laura DeJohn, AICP
16.A.17.d
Packet Pg. 540 Attachment: Proposal-Johnson-Engineering (27005 : AFT-Johnson Engineering)
16.A.17.e
Packet Pg. 541 Attachment: 10-22WorkOrder-JohnsonEngineering-PlanningServices_20230926145828.759_X (27005 : AFT-Johnson Engineering)
Laura DeJohn
Digitally signed by Laura
DeJohn
Date: 2022.10.06
12:24:22 -04'00'
16.A.17.e
Packet Pg. 542 Attachment: 10-22WorkOrder-JohnsonEngineering-PlanningServices_20230926145828.759_X (27005 : AFT-Johnson Engineering)
16.A.17.f
Packet Pg. 543 Attachment: PO 4500220490 (27005 : AFT-Johnson Engineering)
October 7, 2022
Laura DeJohn, AICP
Johnson Engineering, Inc.
2350 Stanford Court
Naples, FL 34112
RE: NOTICE-TO-PROCEED FOR Petition & LDC Amendment Review
Contract No. 18-7432-CE
Purchase Order/Work Order No. 4500220490
Collier County Project No. 138326
Dear Ms. DeJohn:
This letter serves as Collier County's official NOTICE TO PROCEED (NTP) to your Company to
commence with the above referenced project. This NTP is issued pursuant to Contract #18-7432-
CE. The purchase order number is shown above and a copy of the P.O. is enclosed.
This NTP is limited to the scope of work for: Petition & LDC Amendment Review for $187,616.00.
To facilitate the payment process, please include the following information on each invoice: The
beginning and ending billing dates; the purchase order/work order number written above, as well
as the Collier County project number. Also, please describe clearly which task(s) is/are being
billed to, and do not invoice more than is remaining in a particular task. Lastly, please mark the
final invoice as “FINAL”.
Commencement date for the services associated herewith shall be considered to be October 7,
2022. Final completion of all work shall be considered to be September 30, 2023, a total of 358
days. No work is authorized after the final completion date herein unless the time of the
contract/work order is extended on or before the final completion date. Invoices for unauthorized
work will not be paid.
If you have any questions, please contact me.
Sincerely,
Melinda Paltep
Management & Budget Analyst
Operations & Regulatory Management Division
C: Cat Bigelow, Procurement
PaltepMelinda Digitally signed by PaltepMelinda
Date: 2022.10.07 15:39:57 -04'00'
16.A.17.g
Packet Pg. 544 Attachment: NTP Johnson Engineering - Petition and LDC Amendment Review (27005 : AFT-Johnson Engineering)
Project Manager Laura DeJohn
Accounts Payable
Collier County Board of Commissioners
3299 Tamiami Trail E., Suite 700
Naples, FL 34112-5749
September 20, 2023
Project No:20203067-032
Invoice No:12
Johnson Engineering, Inc.
Remit To:
2122 Johnson Street
Fort Myers, FL 33901
Ph: 239.334.0046
Project 20203067-032 Petition and LDC Amendment Review
20203067-032
Petition and LDC Amendment Review
Purchase Order No. 4500220490, dated 10/07/2022
Collier Project No. 138326
Contract No. 18-7432-CE
Collier Project Manager: Melinda Paltep & Rady Edreva
Commencement Date: 10/07/2022
Final Completion Date: 10/02/2023 (360 days)
Services from August 14, 2023 to September 17, 2023
Professional Services through September 17, 2023
PROFESSIONAL SERVICES
Phase
No.
Phase
Description
Contract
Amount Fee Type %
Total Inv
To-Date
Previously
Invoiced
Current Inv
Amount
Balance to
Complete
TASK
A
Petition & LDC Amend. Review 187,616.00 T&M 114 %213,118.00 187,616.00 25,502.00 -25,502.00
Totals 187,616.00 213,118.00 187,616.00 25,502.00 -25,502.00
SUB-TOTAL PROFESSIONAL SERVICES:25,502.00
INVOICE TOTAL:25,502.00
Summary of professional services
Phase
No. / Description
Bill
Hours
Bill
Rate
Billable
Amount
TASK A - Petition & LDC Amend. Review
Senior Planner 17.00 164.00 2,788.00
Senior Planner 138.50 164.00 22,714.00
TASK A - Petition & LDC Amend. Review Total 155.50 25,502.00
W-9 Can be found at our Website: www.johnsonengineering.com
16.A.17.h
Packet Pg. 545 Attachment: Johnson Engineering-Invoice (27005 : AFT-Johnson Engineering)
Outstanding Invoices
Number Date 0 - 30 31 - 60 61 - 90 91 - 120 121 +Balance
11 8/25/2023 18,619.25 0.00 0.00 0.00 0.00 18,619.25
Total 18,619.25 0.00 0.00 0.00 0.00 18,619.25
Page 2W-9 Can be found at our Website: www.johnsonengineering.com
Project 1220203067-032 Petition and LDC Amendment Review Invoice
16.A.17.h
Packet Pg. 546 Attachment: Johnson Engineering-Invoice (27005 : AFT-Johnson Engineering)
From:Laura S. DeJohn
To:Michael Bosi
Cc:Radoslava Edreva; Evelyn Trimino; Monica Leon; Scott Teach; Michael Stark; Megan Gaillard; Patricia Romano
Subject:RE: ATF - Johnson Engineering
Date:Wednesday, October 4, 2023 5:23:10 AM
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender
and use extreme caution when opening attachments or clicking links.
Hello, There are no charges beyond 9-17-23, so the invoice we issued through 9-17-23 is the
final invoice for the fiscal year.
Pat Romano who handles our invoicing is copied on this email in case you need anything
further from her.
Thank you!
Laura
On Oct 3, 2023 2:02 PM, Michael Bosi <Michael.Bosi@colliercountyfl.gov> wrote:
Rady, I’ve spoke to Laura DeJohn and this is the final invoice, no other work has been
performed after the 9-17-23 date. I don’t have an e-mail stating this, as it was a verbal
discussion. Laura is out of the County until next week, I can get an e-mail stating such, if it
will improve the package.
Thanks,
miek
From: Radoslava Edreva <Radoslava.Edreva@colliercountyfl.gov>
Sent: Monday, October 2, 2023 5:34 PM
To: Evelyn Trimino <Evelyn.Trimino@colliercountyfl.gov>
Cc: Monica Leon <Monica.Leon@colliercountyfl.gov>; Michael Bosi
<Michael.Bosi@colliercountyfl.gov>; Scott Teach <Scott.Teach@colliercountyfl.gov>;
Michael Stark <Michael.Stark@colliercountyfl.gov>; Megan Gaillard
<Megan.Gaillard@colliercountyfl.gov>; Radoslava Edreva
<Radoslava.Edreva@colliercountyfl.gov>
Subject: RE: ATF - Johnson Engineering
Good afternoon,
I hope your day is going good.
We have received the documentation and will review by the end of this week.
Upon quick review, I have a quick question - the dates of service on the invoice are between
16.A.17.i
Packet Pg. 547 Attachment: RE_ ATF - Johnson Engineering (27005 : AFT-Johnson Engineering)
8/14/2023 and 9/17/2023 and the invoice is not labelled as Final, have you confirmed with
the vendor that there is no work performed after that date since the Work Order was valid
until 9/30/23? We just want to make sure that there are no other invoices which may
potentially become due.
And if you have the confirmation, would you please email it over?
Thank you
Rady Edreva, MBA, CIA, CGAP, CIGA
Assistant Division Director
Corporate Compliance and Continuous Improvement
3299 Tamiami Trail E, Suite 609, Naples, FL 34112
Office (239) 252-8374
Cell (239) 944-0549
Email: Radoslava.Edreva@colliercountyfl.gov
From: Evelyn Trimino <Evelyn.Trimino@colliercountyfl.gov>
Sent: Monday, October 2, 2023 5:01 PM
To: Megan Gaillard <Megan.Gaillard@colliercountyfl.gov>; Radoslava Edreva
<Radoslava.Edreva@colliercountyfl.gov>
Cc: Monica Leon <Monica.Leon@colliercountyfl.gov>; Michael Bosi
<Michael.Bosi@colliercountyfl.gov>; Scott Teach <Scott.Teach@colliercountyfl.gov>;
Michael Stark <Michael.Stark@colliercountyfl.gov>
Subject: ATF - Johnson Engineering
Good afternoon,
For your review, attached please find an after-the-fact request for Johnson Engineering.
16.A.17.i
Packet Pg. 548 Attachment: RE_ ATF - Johnson Engineering (27005 : AFT-Johnson Engineering)
Thank you,
Evelyn Trimino
Financial Operations Manager
Operations & Regulatory Management Division
Exceeding Expectations, Every Day!
2800 N. Horseshoe Drive, Naples Florida 34104
Phone: 239.252.4317 Fax: 239.252.3911
How are we doing?
The Operations & Regulatory Management Division wants to hear from you!
Please take our online SURVEY.
We appreciate your feedback!
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address
released in response to a public records request, do not send electronic mail to this entity. Instead,
contact this office by telephone or in writing.
16.A.17.i
Packet Pg. 549 Attachment: RE_ ATF - Johnson Engineering (27005 : AFT-Johnson Engineering)