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Backup Documents 01/23/2024 Item #16B 1 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 16 B i TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later than Monday preceding the Board meeting. **NEW** ROUTING SLIP Complete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or information needed. If the document is already complete with the exception of the Chairman's signature,draw a line through routing lines#1 through#2,complete the checklist,and forward to the County Attorney Office. Route to Addressee(s) (List in routing order) Office Initjlals Date 1. Risk Risk Management /, l it- 2. County Attorney Office County Attorney Office 1/1.241.2 4. BCC Office Board of County Commissioners C,4 t / 0 ('z t(, 4. Minutes and Records Clerk of Court's Office 5. Procurement Services Procurement Services PRIMARY CONTACT INFORMATION Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the addressees above,may need to contact staff for additional or missing information. Name of Primary Staff Francheska Correa/Procurement Contact Information 239-252-6020 Contact/Department Agenda Date Item was 01/23/2024 Agenda Item Number 16.B.1 Approved by the BCC Type of Document First Amendment Number of Original 1 Attached Documents Attached PO number or account N/A 20-7818 Johnson number if document is Johnson Engineering,Inc. to be recorded Engineering, Inc. INSTRUCTIONS & CHECKLIST Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not appropriate. (Initial) Applicable) 1. Does the document require the chairman's original signature STAMP OK N/A 2. Does the document need to be sent to another agency for additional signatures? If yes, N/A provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet. 3. Original document has been signed/initialed for legal sufficiency. (All documents to be FC signed by the Chairman,with the exception of most letters,must be reviewed and signed by the Office of the County Attorney. 4. All handwritten strike-through and revisions have been initialed by the County Attorney's N/A Office and all other parties except the BCC Chairman and the Clerk to the Board 5. The Chairman's signature line date has been entered as the date of BCC approval of the FC document or the final negotiated contract date whichever is applicable. 6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's FC signature and initials are required. 7. In most cases(some contracts are an exception),the original document and this routing slip N/A should be provided to the County Attorney Office at the time the item is input into SIRE. Some documents are time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions are nullified. Be aware of your deadlines! 8. The document was approved by the BCC on 01/23/2024 and all changes made during N/A is not the meeting have been incorporated in the attached document. The County an option for Attorney's Office has reviewed the changes,if applicable. this line. 9. Initials of attorney verifying that the attached document is the version approved by the N/A is not BCC,all changes directed by the BCC have been made,and the document is ready for the an option for Chairman's signature. this line. 16B 1 FIRST AMENDMENT TO AGREEMENT #20-7818 FOR DESIGN SERVICES FOR UPPER GORDON RIVER IMPROVEMENTS THIS FIRST AMENDMENT, made and entered into on this 23r`l day of 2021, by and between Johnson Engineering, Inc. (the "Consultant and/or Contractor") avid Collier County, a political subdivision of the State of Florida, (the "County" or "Owner") (collectively,the "Parties"): WHEREAS, on July 13, 2021 (Agenda Item No. 16.A.31), the County entered into Agreement No. 20-7818 "Design Services for Upper Gordon River Improvements" (the "Agreement") with the Consultant for professional engineering services in the total amount of$1,024,166; and WHEREAS, the Parties desire to amend the Agreement to include schedule A-1 Scope of Services reflecting additional services to be performed to existing tasks with a total project increase of $387,477.32, and update Schedules B, C, and F of the Agreement accordingly; and WHEREAS, the need for the additional services proposed by the First Amendment could not have been contemplated by the Parties at the time of the original execution of the Agreement but are necessary to effectuate a cost-effective solution to the stormwater improvement issues that this project seeks to address. NOW, THEREFORE, in consideration of the mutual promises and covenants herein contained, it is agreed by the Parties as follows: 1. The above recitals are hereby incorporated into this First Amendment as if fully set forth herein. 2. Schedule A-1 Scope of Services reflecting additional services to be performed is hereby incorporated and attached hereto this First Amendment. 3. Schedule B- Basis of Compensation, Schedule C, Project Milestone Schedule, Exhibit F, Key Personnel are hereby modified as attached hereto this First Amendment. 4. All other terms and conditions of the Agreement, as previously amended, shall remain the same. (Signature page to follow) **Remainder of this page left blank intentionally** Page 1 of 13 First Amendment to Agreement#20-7818 .k f} 166 1 IN WITNESS WHEREOF,the Parties have executed this First Amendment on the date and year first written above by an authorized person or agent. ATTEST: Crystal K. Kinzel,Clerk of the Circuit BOARD OF COUNTY COMMISSIONERS Court and Comptroltpsr , COLLIER COUNTY, FLORIDA • 71,kalak B : �,�// By: Y Dated: . R •• , /2 Chris Hall, Chairman (SEAL) Attest tp, t;ai� an,s L. signature only Consultant's Witnesses: CONSULTANT: JOHNSO ENGINEERING,IN . 1 F rst Witn s By: gnature c�f►n �I Prqssockn - Type/printTType/print witness nameT` n��V � `�uod signature and titleT OIL . second Wit g s \1/ � -Qc \\ D to TType/print witness nameT' A proved a o Fo• at Legality: Deputy Co fly Attorney Print Nam Page 2 of 13 First Amendment to Agreement#20-7818 AO 16B 1 SCHEDULE A-1 SCOPE OF SERVICES (FIRST AMENDMENT) INTRODUCTION Collier County has requested additional services to be performed as part of this project with the inclusion of Section A as depicted in Figure 1 of the original contract. The following items are being added or require additional effort as part of including Section A as part of the project with the exception of Subtask 1.2.5. Subtask 1.2.5 Drainage Easement Staking is additional work for Sections A, B, C, and D. TASK 1 —PRELIMINARY ENGINEERING DESIGN 1.1 MEETINGS Four(4)additional phone conferences and two (2) additional meetings are included. 1.2 SURVEY 1.2.1 Survey: Property Information Reports Property Information Reports will be provided for up to 35 additional properties along the Gordon River Corridor Section A to help establish drainage easements. These property information reports do not constitute a title search. 1.2.2 Hydrographic Survey The total length of the Upper Gordon River Section A is approximately 4,000 feet. The CONSULTANT shall measure cross-sections at 100-foot intervals from Pine Ridge Road northerly to 360 feet south of J&C Blvd. This section is bordered by the Pine Ridge Industrial Park on the East and bordered by Jaeger PUD (PB 14, PG 89), Autumn Woods Unit One (PB 28, PG 27-32) and Autumn Woods Unit Two (PB 29, PG 59 - 62) on the West. 1.2.3 Sketch-and-Legal Descriptions Up to twenty-five (25) additional drainage sketch-and-legal descriptions and five (5) additional temporary construction easement sketch-and-legal descriptions are anticipated to be prepared for the inclusion of Section A. 1.2.4 Subsurface Utility Exploration Up to 50 hours of additional SUE are anticipated for this task for the inclusion Page 3 of 13 First Amendment to Agreement#20-7818 16B 1 of Section A. 1.2.5 Drainage Easement Staking Drainage easement staking is an additional subtask of the scope of work that was not previously included but has not been requested. The CONSULTANT shall stake out the clearing limits on both sides of the Gordon River including Sections A, B, C and D so that the drainage easement can be mowed or cleared. The total length is approximately 7 miles. The CONSULTANT shall set stakes at the angle breaks or a maximum of every 150' +/- on the clearing limits or set offset stakes so the stakes can be seen from the water. This scope does not include staking the Forest Lakes South Side canal, Solana Road ditch, Estuary canal, or the Coach House Lane ditch. 1.4 GEOTECHNICAL The evaluation will include up to two (2) additional SPT borings and five (5) additional shallow tube samples from the canal bed to provide data on soil type and environmental classification for dredging along Section A. No sampling or analysis will be performed to determine what, if any contamination may exist. CONSULTANT shall assist with developing a hazardous waste disposal plan, if required by permitting agencies, to potentially address the known hydrocarbon contamination in the area of Section A. It is assumed that all material that will be excavated from Section A will be taken to the municipal Collier County landfill. 1.8 PROTECTED SPECIES SURVEY CONSULTANT will provide additional services for this subtask for the inclusion of Section A. 1.9 STATE AND FEDERAL WETLAND DETERMINATION CONSULTANT will provide additional services for this subtask for the inclusion of Section A. 1.10 30% CONSTRUCTION PLANS CONSULTANT will provide additional services for this subtask for the inclusion of Section A. TASK 2—ENVIRONMENTAL SERVICES 2.1 CULTURAL RESOURCES ASSESSMENT SURVEY Field surveys will include up to two (2) additional days by CONSULTANT's sub- consultant for the inclusion of Section A. 2.3 FBB ROOST &ACOUSTIC SURVEY Page 4 of 13 First Amendment to Agreement#20-7818 16B 1 CONSULTANT will provide additional services for this subtask for the inclusion of Section A. 2.4 GOPHER TORTOISE SERVICES—SURVEY, PERMITTING, RELOCATION CONSULTANT will conduct one additional gopher tortoise relocation event with a maximum of two (2) additional burrows prior to construction, if required for the inclusion of Section A. TASK 3—DESIGN & PERMITTING 3.1 MEETINGS Three (3) additional phone conferences and two (2) additional meetings are included for the inclusion of Section A. 3.2 CITY OF NAPLES PERMITTING CONSULTANT shall assist COUNTY with coordination and permitting of the project for the inclusion of Section A. 3.3 SFWMD ERP CONSULTANT shall assist COUNTY with coordination and permitting of the project for the inclusion of Section A. 3.4 SFWMD DEWATERING PERMIT CONSULTANT shall assist COUNTY with coordination and permitting of the project for the inclusion of Section A. 3.5 FEDERAL SECTION 404/10 DREDGE & FILL PERMIT CONSULTANT shall assist COUNTY with coordination and permitting of the project for the inclusion of Section A. 3.6 EXOTIC VEGETATION REMOVAL PLAN CONSULTANT shall assist COUNTY with a exotic vegetation removal plan for the project for the inclusion of Section A. 3.9 60-, 100% CONSTRUCTION PLANS 3.9.1 60% CONSTRUCTION PLANS CONSULTANT shall assist COUNTY with construction plans for the inclusion of Section A. 3.9.2 100% CONSTRUCTION PLANS Page 5 of 13 First Amendment to Agreement#20-7818 16B 1 CONSULTANT shall assist COUNTY with construction plans for the inclusion of Section A. 3.10 TECHNICAL SPECIFICATIONS CONSULTANT shall assist COUNTY with a technical specifications for the inclusion of Section A. 3.11 BIDDING AND AWARD CONSULTANT shall assist COUNTY with additional bidding and award services for the inclusion of Section A. TASK 4—SERVICES DURING CONSTRUCTION CONSULTANT shall provide additional services during construction for Section A. 4.1 CONSTRUCTION ADMINISTRATION CONSULTANT shall assist COUNTY with construction administration for the inclusion of Section A. 4.2 CERTIFICATION CONSULTANT shall assist COUNTY with certification for the inclusion of Section A. 4.3 WARRANTY SERVICES CONSULTANT shall assist COUNTY with warranty services for the inclusion of Section A. Page 6 of 13 First Amendment to Agreement#20-7818 CAO 16B 1 - Upper Gordon River Improvements - Section A '= ._ l '`'' 1\1:.,1: ,,,- -;aA1,,i...a:** "..16 p•-.17.41-, i 1 .V_ _ , - "laty- • _... .\ A .1 ti tt' �r M +�: (�' e M y 11111 1, tta.�y. 'V-?'"` Y •1, 1 1f._.. • , .15 ..„,, . . . III �� Al vo .. .A, - ki )._ia. -a "" of ..+ 1 - �' t� :10.4.;:if.i. �P`•� - �•L.�-,� I S-�?R.jiM... _ � � �T fi:. ili.a. „„,, ' . , " t"+Sy 1 �• ,.,.� ` �,{ '¶ III ■ was t. Y i . �! '� ii=.�'i .. .* I '-* fir, ,. �" I " *• i fir • :1 . . , ,. .7,ii.rivi • - - Pi- lik ,II , . 4: , . iths :iricil Wel illit i 1 .,' b , r� c . es aim .1i 4 i •.i s*/ i ::t' ma F -e I , . : I mei i 1 - .. Sti .. ,„, - am% G. .1 Leg-en d - . �...'... . 5c+ tiCn A� Cxlrflr91 limis r �Yr `, `�[It w t + o'og`e'4E+' ' ...th ,� i ; ft '. -; j, t.if..i iflfl0 t` c. Page 7 of 13 First Amendment to Agreement#20-7818 1 6 B 1 Words are deleted; Words Underlined are added SCHEDULE B BASIS OF COMPENSATION 1. MONTHLY STATUS REPORTS B.1.1. As a condition precedent to payment, CONSULTANT shall submit to the COUNTY as part of its monthly invoice a progress report reflecting the Project status, in terms of the total work effort estimated to be required for the completion of the Basic Services and any 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. 2. COMPENSATION TO CONSULTANT B.2.1. For the Basic Services provided for in this Agreement, the COUNTY agrees to make the payments to CONSULTANT in accordance with the terms stated below. Payments will be made in accordance with the following Schedule; however, the payment of any particular line item noted below shall not be due until services associated with any such line item have been completed or partially completed to the COUNTY's reasonable satisfaction. Lump sum payments will be made upon the percentage complete. In no event shall such Time and Materials compensation exceed the amounts set forth in the table below. Tasks/Item Description Lump Sum Time and Materials Not-To-Exceed 1.0 Preliminary Engineering Division $ $501,311.00 $702,828.01 2.0 Environmental Services $ $ 00 $62,067.23 3.0 Design & Permitting $ $ 00 $516,299.08 4.0 Services During Construction $130,449.00 $ $ $ $ $ $ Total Lump Sum Fee $ Total Time and Materials Fee $1,411,643.32 GRAND TOTAL FEE $1,021.166.00 $1,411,643.32 Page 8 of 13 First Amendment to Agreement#20-7818 CA® 16B 1 B.2.2. ®*Time and Material Fees: The fees noted in Section B.2.1. shall constitute the amounts to be paid to CONSULTANT for the performance of the Basic Services. Direct Labor Costs mean the actual salaries and wages (basic, premium and incentive) paid to CONSULTANT's personnel, with respect to this Project, including all indirect payroll related costs and fringe benefits, all in accordance with and not in excess of the rates set forth in the Attachment 1 to this Schedule B. With each monthly Application for Payment, CONSULTANT shall submit detailed time records, and any other documentation reasonably required by the COUNTY, regarding CONSULTANT's Direct Labor Costs incurred at the time of billing, to be reviewed and approved by the COUNTY. There shall be no overtime pay without the COUNTY's prior written approval. B.2.2.1. Notwithstanding anything herein to the contrary, in no event may CONSULTANT's monthly billings, on a cumulative basis, exceed the sum determined by multiplying the applicable not to exceed task(s) limits by the percentage the COUNTY has determined CONSULTANT has completed such task as of that particular monthly billing. B.2.3. [.* Lump Sum Fees: The fees noted in Section 2.1. shall constitute the lump sum amount to s prior written approval. B.2.3.1 CONSULTANT shall submit, with each of the monthly status reports provided for under Section B.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. B.2.4. For Additional Services provided pursuant to Article 2 of the Agreement, if any, the COUNTY 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 the COUNTY's prior written approval. B.2.5. The compensation provided for under Section B.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.2.6. 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 the COUNTY, pending resolution of the dispute provided that the COUNTY continues to pay to CONSULTANT all amounts that the COUNTY does not dispute are due and payable. 3. SCHEDULE OF PAYMENTS B.3.1. 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 the COUNTY. 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- Page 9 of 13 First Amendment to Agreement#20-7818 16B 1 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. B.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. B.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. B.3.4. Unless specific rates have been established in Attachment 1, attached to this Schedule B, CONSULTANT agrees that, with respect to any subconsultant or subcontractor to be utilized by CONSULTANT for this Agreement or Additional Services, CONSULTANT shall be limited to a maximum markup of five percent (5%) on the fees and expenses associated with such subconsultants and subcontractors. B.3.4.1 Reimbursable Expenses must comply with §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: B.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. B.3.4.1.2. Travel expenses reasonably and necessarily incurred with respect to Project related trips, to the extent such trips are approved by the COUNTY. Such expenses, if approved by the COUNTY, may include coach airfare, standard accommodations and meals, all in accordance with §112.061, Fla. Stat. Further, such expenses, if approved by the COUNTY, 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. B.3.4.1.3. Permit Fees required by the Project. B.3.4.1.4. Expense of overtime work requiring higher than regular rates approved in advance and in writing by the COUNTY. B.3.4.1.5. Expense of models for the County's use. B.3.4.1.6. Other items on request and approved in writing by the COUNTY. B.3.4.1.7. The CONSULTANT shall bear and pay all overhead and other expenses, except for authorized reimbursable expenses, incurred by CONSULTANT in the performance of the Services. B.3.4.1.8. Records of Reimbursable Expenses shall be kept on a generally recognized accounting basis. B.3.5. The CONSULTANT shall obtain the prior written approval of the COUNTY before incurring any reimbursable expenses, and absent such prior approval, no expenses incurred by CONSULTANT will be deemed to be a reimbursable expense. Page 10 of 13 First Amendment to Agreement#20-7818 16B 1 Words are deleted; Words Underlined are added SCHEDULE B —ATTACHMENT 1 CONSULTANT'S HOURLY RATE SCHEDULE Title Hourly Rate Principal $238 Senior Project Manager $201 Project Manager $165 Senior Engineer $175 Engineer $136 Senior Inspector $117 Inspector $96 Senior Planner $164 Planner $130 _ Senior Designer $128 Designer $109 Environmental Specialist $120 Senior Environmental Specialist $156 Scientist/Geologist $115 Senior Scientist/Geologist $156 Marine Biologist/Hydrogeologist $133 Senior Marine Biologist/Hydrogeologist $169 Senior GIS Specialist $149 GIS Specialist $114 Clerical/Administrative $73 Senior Technician $102 Technician $83 Surveyor and Mapper $142 CADD Technician $95 Survey Crew— 2 man $152 Survey Crew— 3 man $185 Survey Crew—4 man $218 Senior Architect $177 Architect $148 Subsurface Utility Exploration $290 The above hourly rates are applicable to Time and Materials task(s) only. The above list may not be all inclusive. Additional hourly rates for other personnel may be added via an Amendment upon mutual agreement in advance and in writing by the parties. For Grant Funded Projects, the above hourly rates are for purposes of providing estimate(s), as required by the grantor agency. Page 11 of 13 First Amendment to Agreement#20-7818 16B 1 Words Strttek-T-Ii-rongh are deleted; Words Underlined are added SCHEDULE C PROJECT MILESTONE SCHEDULE Number of Calendar Days Task/Item For Completion of Task Description from Date of Notice to Proceed 1.0 Preliminary Engineering Design 670 1,565 2.0 Environmental Services 730 1,625 3.0 Design & Permitting 730 2,171 4.0 Services During Construction 1275 2,537 Page 12 of 13 First Amendment to Agreement#20-7818 1 6 B 1 Words Struck Through are deleted; Words Underlined are added SCHEDULE F KEY PERSONNEL Name Personnel Category Percentage of Time Lonnie Howard Principal 5 Andy Tilton Principal 10 Erik Howard Senior Project Manager 4-5 10 Wayne Wright Senior Project Manager 4-9 5 Guy Adam& Prni ro t er 4-5 John Curtis Project Manager 10 Jordan Varble Project Manager 25 Mathew Beaudoin Senior Technician 10 Page 13 of 13 First Amendment to Agreement#20-7818