Agenda 06/11/2013 Item #16E4- 6/11/2013 16.E.4.
EXECUTIVE SUMMARY
Recommendation to accept reports and ratify staff - approved change orders and changes
to work orders.
OBJECTIVE: To enable the Board to oversee the execution of administrative change orders
and changes to work orders and promote accountability in the use of staff authority.
CONSIDERATIONS: On April 22, 2003, the Board approved a recommendation to implement a
plan to enable changes to BCC - approved contracts (Section XV.C, Collier County Purchasing
Policy) of not greater than 10 percent of the current Board approved amount or $10,000
(whichever is greater) to be authorized by staff. Also included in the report are changes to Work
Orders. These include work orders issued under CCNA Contracts that are less than or equal to
$200,000 (Section VII.C, Collier County Purchasing Policy), and changes to work orders for all
other contracts (Section XV.G, Collier County Purchasing Policy) that are not greater than 10
percent of the current Board Approved amount or $100,000 (whichever is greater). The
Administrative report identifies the percentage changes to contracts or work orders that have
occurred since the prior BCC approved amount which are below the threshold limits as
referenced above.
The plan calls for staff to submit a monthly report listing these change orders from the previous
reporting period. Enclosed is the monthly report of the Administrative Change Orders. There
were no Administrative Changes to Work Orders to report during this period. This report covers
the period of April 18, 2013 to May 22, 2013.
FISCAL IMPACT: The total for 4 changes to contracts is $119,782.98.
LEGAL CONSIDERATIONS: This item raises no legal issues and requires majority vote for
approval. -JAK
GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with
this action.
RECOMMENDATION: That the Board of County Commissioners accepts the enclosed
Administrative Change Orders Report and ratifies the listed change orders.
PREPARED BY: Diana DeLeon, CPPB, Contracts Technician, Purchasing Department
Packet Page -1576-
6/11/2013 16.E.4.
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.16.E.16.E.4.
Item Summary: Recommendation to accept reports and ratify staff - approved change
orders and changes to work orders.
Meeting Date: 6/11/2013
Prepared By
Name: DeLeonDiana
Title: Contracts Technician, Purchasing
5/28/2013 1:56:21 PM
Submitted by
Title: Contracts Technician, Purchasing
Name: DeLeonDiana
5/28/2013 1:56:23 PM
Approved By
Name: pochopinpat
Title: Administrative Assistant,Facilities Management
Date: 5/28/2013 2:58:44 PM
Name: WardKelsey
Title: Manager - Contracts Administration,Purchasing & Ge
Date: 5/29/2013 10:11:51 AM
Name: DeLeonDiana
Title: Contracts Technician, Purchasing
Date: 5/29/2013 10:14:10 AM
Name: MarkiewiczJoanne
Title: Manager - Purchasing Acquisition,Purchasing & Gene
Date: 5/29/2013 10:14:19 AM
Name: PriceLen
Packet Page -1577-
Title: Administrator, Administrative Services
Date: 5/30/2013 4:40:06 PM
Name: KlatzkowJeff
Title: County Attorney
Date: 5/31/2013 10:09:12 AM
Name: PryorCheryl
Title: Management/ Budget Analyst, Senior,Office of Manag
Date: 5/31/2013 3:03:59 PM
Name: OchsLeo
Title: County Manager
Date: 5/31/2013 5:49:48 PM
Packet Page -1578-
6/11/2013 16.E.4.
6/11/2013 16.E.4.
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Packet Page -1580-
6/11/2013 16.E.4.
6/11 /2013 16.E.4.
Purchasing Department
Change Modiffication Form
Z Contract Change Request Work Order Modification
Contracts 10-5447 1 Change #: 10 PO[Work Order f#: i Project Name: Public Utilities Asset
1 ) 469D130081 I Management
Project #: 71012, i Project Manager: Aaron 1 Department: Pubiic Utilities :Contractor [Firm Name: EMA, Inc.
73965 Cromer PPMD I
-Original ContractNVork Order Amount $r 1 ";349,2=36;00 9]3111 70:E Original BCC,Approval Late; Agenda item
Current BCC Approved Amount $ 4 „367,701:68. 11 1 1 Last BCC Approval Date: Aaenda Item #
Current Contract/l!Vork Order Amount 1. 1 ",36Z „7Q16ti 7/24/203 SAP Contract_ Expiration Date (Master)
Lollar Amount of this.Change 1.7,35a,_55 2.85 %o Total Change from Original Amount j
Revised Contracts, ork Order Total $1,385,D09:68 1.27°% Change from Current BCC Approved Amour *_
Cumulative Changes
1.27%, Change from Current Amount
G:rxtn etuan;iialis;i}escr� .
'asks), Chan
j # i ( gte,, and .Rat omdefor the .Change
! Original eornpietion date: 3113113: i Last approved cornpletron gate_ i Revised completion date: 3/:1.3/14 (includes j
712411"3 1 this change. Contract extended on.1. 8..14 to
i new date.
i Number of, days added : 232 Each step on the contract modification :checkiist.form has been reviewed ,prior to me
submitting for approval ,Xc (this box must.be initialed by Project Manager)
Add new task(s,) 17 Chan.ge.task(s} Lelete tasks) Lj Qther..(spacify)Repnoritize
Rename Tasks based contractual
1.,::. 'Provide a beWled and specific explanation of :the requesters change to the task and the.additionaI days -added:
Current scope of work °withrCollier County, :(Task 2:4 Evaluate Proposals and.Recommend Long Term.Strategy for EAM
Tedhnatogy that Supports :County Asset'Management Mission, Vision and Golding Principles Most Cost- efrectiveiy (Considering
total Cost of Ownership), accommodates the asset and work management aspects of all five .demonstration projects It does.n>ot,
however, cover property assessments ..:generation of tax rolls, estoppel letter, sales and account ,deposits, or management of other
.1,prozessed- customer accounts and bitting activities. The number of days added is to support-the exisGno contract renewal that has been
The days added"will support Phase 2 of the RFP process through the selection and contrac t. negotiation:
i
2 Provide detailed rationa #e for the requested change., The County wouid like to, incorporate these functions in Full
Sc.1e.Demorrstratiflrz Projp t anti, as a resIuit, the County needs to evaluate vendors proposed solutions during t,`te scripted
demonstrations that are part of the procureement.,p.rocess EMA's current scope. and fees include She development of demonstration !
seriptsthat coverthe asset and work management functions associated with ail five demonstration protects. Collier County has
t requested that EMA create additional scripts and provide.evaluation supportfor the assessment, tax roll generation, estoppeis
letter sales, and customer account:management functions.that the, County wishes to include in Demonstration Project:#4: The
added time will provide continued support, consistency and expertise of the consultant though the selection and procurement I
phase of the RFP
i
I Provide explanation why change was not anticipated in original scope of work. Given the previous reallocation of
i tasks approved by the BCC, the scripting and evaluation of 'the Demonstration proiect #4 was not fully vetted until the requirements
were fully.defined. Now requirements are fully defined by the teams and solicited through the RFP process, Collier County has ;
requested that EMA create additional scripts and provide evaluation support for the assessment, tax roll generation, estoppels
letter sales, and customer account management functions for fuli and effecilve evaluation of the respondents. The time
requirement has been adjusted to accommodate the entire.aoency review and involvement.
4. Describe the irapact if this change is not processed. The County will not be able to fully utilize an existing contract to
i provide experienc -e, guidance and support in evaluating RFPs from a technical perspective or developing contractual requirements
in negotiating with selected respondents from the RFP,. EMA has proven themselves extremely' valuable and an'assw to the
i county which has resulted in cost and time savings, as outlined by the previous Exec Summary - 13Ct, on July 24th, 2012.
Without the time extension, the county wiltnot be fully able to evaluate the product demos, utilize- the consultant to provide
objective feedback during the selection process or help'facilitate contract negotiations
Revised 5/1.12
Packet Page -1581-
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6/11/2013 16.E.4.
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Packet Page -1583-
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Packet Page -1583-
coXr C4uftty
Aire rtlrioss Derision
Contract Change Request
Contract #: 13- 1 Change #: 1
60_39__ !
Project #: 80210 Project Manager: J.
6/11/2013 16.E.4.
Purchasing Department
Change Modification Form
❑ Work Order Modification
PO/Work Order #: 45- Project Name: Wiggins Pass Channel
142761 Straightening
i Department: CZM Section, Contractor/Firm Name: Orion Marine
Natural Resources Construction Inc.
Revised: 5,116/12
1
Packet Page -1584-
Unginal Uontract(Work Order Amount 1,754,884.72 2126113 11.D Original BCC Approval Date; Agenda Item #
Current BCC Approved Amount $ 1.754,884.72 2126113 11.0 Last BCC Approval Date; Agenda Item #
Current Contract/Work Order Amount $ 1,754,884.72 SAP Contract Expiration Date (Master)
Dollar Amount of this Change $0.00 0.00% Total Change from Original Amount
Revised Contract/Work Order Total 81,754,884.72 0 :W,4D Change from Current BCC Approved Amount
_
Cumulative Changes $0.00 0.00% Change from Current Amount
I
Completion Date, Description of the Task(s) Change, and Rationale for the Change 1
Original completion date: May 11, s Last approved completion date: May I Revised completion date fin iudes this
2013 l 11, 2013 r' change): July 10, 2013 l
Number of days added., 60 Each step on the contract modification checklist form has been reviewed prior to me
submitting for approval GM (this box must be initialed by Project Manager)
r
Add new task(s) Change task(s) Delete task(s) Other (specify): I
1 l Increase contract duration
1. Provide a detailed and specific explanation of the requested change(s) to the task(s) and /or the additional t
days added: This was a time sensitive project requiring that all work associated with the sand dredging be completed before
May 1, 2013 at the commencement of sea turtle nesting season. The contractor achieved this objective by reaching
substantial completion as per the terms and conditions of the contract; however, during the construction process the
j 1 contractor encountered bad weather delays that impacted the schedule hindering the completion of the project. 'therefore,
additional time is required to complete the remaining scope of work; the remaining scope of work is the removal of rock and
unsuitable soils within the channel.
2. Provide detailed rationale for the requested change: This was a time sensitive project requiring the contractor to j
complete all sand dredging before May 1, 2013 at the commencement of sea turtle nesting season. The contractor achieved
the intended objective; however, the weather conditions were unusually bad and caused the contractor to encounter multiple i
delays to his construction schedule. During the construction process the contractor focused his concentrated attention on
I ! the removal of the sand to reach substantial completion as per the terms and conditions of the contract, however, the j
remaining scope of work is the rock and unsuitable soil removal within the channel and more time is required to reach final
i completion. j
3. Provide explanation why change was not anticipated in original scope of work: This was a time sensitive project
that required all work associated with the beach activities to be completed by May, 1, 2013, this was accomplished as per
E the terms and conditions of the contract, however, unanticipated and unusual bad weather caused delays beyond control. {
I
4. Describe the impact if this change is not processed: The project will not be completed as per the approved DEP
design template.
Type of Change t Modification
1. Planned / Elective (A 2 Unforeseen conditions /circumstance i D 3. Quantity or price adiustment
4. Correction of error( s) L 5. Value added 6. Schedule adjustment '
Revised: 5,116/12
1
Packet Page -1584-
6/11/2013 16.E.4.
Change Requested By
Approved by: Date:��/
Name and Title: Joary McAdpin, P.E. CZW Section Manager
Reviewed by: Date: ? I
Procurement Strategist's Name: Scott Johnson
Revised: 5/15 ?12
2
Packet Page -1585-
ft�' Comity
; nms�-�ve Sen+ices i ivis=
parr asing
X Contract Change Request
6/11/2013 16.E.4.
Purchasing Department
Change Modification Form
❑ Work Order Modification
Contract #: 444
Change #: 1
POIWork Order #:
Project Name: Cision Point Media:
Current BCC Approved Amount
. / 9 ..
4500139439
Research, Monitoring & Evaluation
Service Agreement
Project #: N/A
Project Manager: JoNell
Department: Tourism
Contractor /Firm Name: Cision j
Dollar Amount of this Change
Mods
5.58%
Total Change from Original Amount
Revised ContractlWork Order Total
$46,844.98
1
%R
Change from Current BCC Approved Amount
Original Contract/WorkOrder Amount`
$44;370:
i1?'
Original BCC Approval Date; Agenda Item #
Current BCC Approved Amount
. / 9 ..
:. N'1A
Last BCC Approval Date; Agenda Item #
Current Contract/Work Order Amount
44,370.0'0
5/1812Q13
SAP Contract Expiration Date (Master)
Dollar Amount of this Change
$2,474.`98: <
5.58%
Total Change from Original Amount
Revised ContractlWork Order Total
$46,844.98
1
%R
Change from Current BCC Approved Amount
Cumulative Changes
$2,474.98
5.58%
Change from Current Amount
II !
Completion Date, Description of the Task(s) Change, and Rationale for the Change
Original completion date: Last approved completion date: Revised completion date (includes this
5/18/2013 15/18/13 change): 7/, 13
Number of days added :60 Each step on the contract modification checklist form has een reviewed prior to me
submitting for approval JM (this box must be initialed by Project Manager)
Add new task(s) I ❑ Change task(s) j ❑ Delete task(s) I X Other (specify): RFP For services
1. Provide a detailed and specific explanation of the requested change(s) to the task(s) and /or the additional
days added: Need to extend the agreement to give P#aatng time to conduct a competive.bid proce s for these services
2. Provide detailed rationale for the requested change: These are important analytical support to he destination
Public Relations mission for reporting to the TDC and the BCC
3. Provide explanation why change was not anticipated in original scope of work: Recent changes in how these
services are delivered to PR professionals has necessitated additional research and review and a competitive bid process is
necessary.
4. Describe the impact if this change is not processed: We must extend the current services by two months at the
same terms and conditions, so there is no break in delivery of these important anaiytics.
Type of Change I Modification
❑ 1. Planned / Elective I X 2. Unforeseen conditions /circumstance I ❑ 3. Quantity or price adjustment
1-14. Correction of error(s) I ❑ 5. Value added I F— 6. Schedule adiustment !
Change Requested By
`❑ Contractor /Consultant ❑ Owner ! X Using Department
❑ Design Professional ! ❑ Regulatory Agency (specify): I ❑ Other (specify):
Purchasing Professional Participated in Negotiation of Chanqe / Modification: X Yes 17 No
Revised: 5116/12
1
Packet Page -1586-
Approved by:'"" -- I Date: {�� 6/11/2013 16.E.4.
Name and Title:
Reviewed by: Date:
Procurement S`trateq-ilgt's Name:
Packet Page -1587-
Revised: 5116,112
Cta►►� r
COcy
Adr 1 'rust ati -. pries D vision
Purhasing
® Contract Change Request
6/11/2013 16.E.4.
Purchasing Department
Change Modification Form
❑ Work Order Modification
Contract #: 09-
Change #: 7
PO/Work Order #: N/A
Project Name:
5270
Amendment #5
6/26/12 16J5
Last BCC Approval Date; Agenda Item #
Project #: N/A
Project Manager: Mark
Department: Office of the
Contractor /Firm Name: Ernst & Young,
Dollar Amount of this Change
Isackson
Countv Mat a er
LLP
(Original Contract/Work Order Amount
$ 575,000.00
6/22/10 16J6
Original BCC Approval Date; Agenda Item #
Current BCC Approved Amount
$ 1,855,250.00
6/26/12 16J5
Last BCC Approval Date; Agenda Item #
Current Contract/Work Order Amount
-$ 1,855,250.00
submitting for approval (this box must be initialed by Project Manager)
SAP Contract Expiration Date (Master)
Dollar Amount of this Change
$100,000.
240.04%
Total Change from Original Amount
Revised Contract/Work Order Total
$1,955,250.00
5.39%
Change from Current BCC Approved Amount
Cumulative Changes
$1,380,250.00
5.39%
Change from Current Amount
Completion Date, Description of the Task(s) Change, and Rationale for the Change
Original completion date:
Last approved completion date:
Revised co9mpletion date (includes this
612212010
6/30/2013
change): 0/30 12013
Number of days added 0
Each step on the contract modification checklist form has been reviewed prior to me
submitting for approval (this box must be initialed by Project Manager)
Add new task(s) Change task(s)
Delete task(s)
Other (specify):
Provide a detailed and specific explanation of the requested change(s) to the task(s) and /or the additional day
added: Contract change request is being submitted to allow for additional scope of work to be performed by our external ,
auditors.
Provide detailed rationale for the requested change: The County has experienced some difficulties in grant management
as evidenced by continuing Single Audit Finding. The Office of the County Manager has made improvements to the current
processes and procedures by structural reorganization, strategic asset deployment and resource reallocations. In order to
continue this positive trend, during the presentation of the FY 2012 Audit, the Board of County Commissioners agreed that
utilizing our current auditors in a special services project to review current processes and provide recommendations for
improvements and industry standard best practices.
Provide explanation why change was not anticipated in original scope of work: The original scope of work was for
I
external audit services. This special project will be reviewed by the Ernst and Young Independence Team to verify that as
the County's external auditors, the scope of services will not jeopardize independence.
Describe the impact if this change is not processed: The intended impact of this change is to accelerate the County's
improvement in processing grants. Acceleration of this process should reduce future audit costs.
Type of Change / Modification
1. Planned / Elective LJ 2. Unforeseen conditions /circumstance 1 7 3. ' uantit or priceadjustment I
4. Correction of errors ❑ 5. Value added I LJ 6. Schedule adjustment I
Change Requested By
Contractor /Consultant i Z Owner
❑
—Design Professional I Regulatory Agency (specify): ❑ Using Departure
( ): ❑ Others eci :
Purchasing Professional Participated in Negotiation of Change / Modification: Ll Yes M No
Revised: 5/16/12
1
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Approved by:
Name and Title;.
Reviewed by ff
ncurement Strategist's Name:
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Date:
Date:
6/11 /2013 16.E.4.'`
Revised: 5116,112
2
EXHIBIT A -5 Contract Amendment to Agreement #09 -5270 6/11/2013 16.E.4.
"Auditing Services for Collier County"
This Amendment, dated r s , 2013 to the above - referenced Agreement shall be by and between the
parties to the original Agreement. mst & Young, LLP (to be referred to as "Auditor ") and Collier County; Florida, (to be n.
referred to as "County ").
Statement of Understanding
RE: Agreement # 09 -5270 - "Auditing Services for Collier County"
In order to continue the services provided for in Agreement 9 09 -5270, the Auditor agrees to amend and extend the
Agreement pursuant to Exhibit "A5 -A," including the attached Statement of Work, which is incorporated herein by
reference. Changes to contract:
In accordance with Section 4 of the above referenced contract, add "Grant process advisory services and best practice
recommendations" as provided for in the attached Statement of Work, Exhibit A5 -A in an amount Not To Exceed One
Hundred Thousand Dollars ($100,000.00).
All other terms and conditions of the Agreement shall remain in force.
IN' WITNESS WHEREOF, the Auditor and the County have each, respectively, by an authorized person or agent,
hereunder set their hands and seals on the date(s) indicated below.
Accepted: _M rLL as 2013.
AUDITOR:
Ernst & Young, LLP
By n o � j, ,
John DiSan . Executive Director
Approved as to Form and
Legality:
Scott R. Teach, Deputy County Att`orrrev
OWNER:
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
RATE FINANCIAL
AGEMENT SERVICES
LO-M
Mark
COUNTY MANAGER
By:
Leo Ochs
DIRECTOR OF PURCHASING AND GENERAL SERVICES
0
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6/11/2013 16.E.4.
Exhibit A5 -A to Amendment 5 to Contract 09 -5270 Auditing Services for Collier County
Statement of Work
This Statement of Work (this "SOW "), is made by Ernst & Young LLP ( "we" or "EY" or "Auditor") and
Collier County ( "you" or "County "), pursuant to Contract #09 -270 ( "Agreement "), between EY and the
County of Collier.
Except as otherwise set forth in this SOW, this SOW incorporates by reference, and is deemed to be a
part of, the Agreement. The additional terms and conditions of this SOW shall apply only to the advisory
Services covered by this SOW and not to Services covered by any other Statement of Work pursuant to
the Agreement. Capitalized terms used, but not otherwise defined, in this SOW shall have the meanings
in the Agreement, and references in the Agreement to "you" or "County" shall be deemed references to
you.
Scope of Services
A summary of EY's services are as follows:
Phase 1: Current County Grant Process Assessment
Operational Assessment: The efficiency and effectiveness of contract and grant operations as relates to
process, governance, monitoring and reporting. This scope of work entails conducting an analysis of the
processes noted below and includes:
a. Current business process models and requirements at the functional level for those activities
involved in the key functional areas.
b. Process flows and other visual representations as needed.
c. Baseline performance metrics of the existing processes.
The sub - processes included in the assessment of the contracts and grants process are:
• Account Setup: establishing the fund and budget in the accounting system within the Post -
Award function once the grant has been awarded to the institution.
• Time & Effort Reporting: capturing the amount of time personnel commit to each grant and the
certification by those personnel that the percent of time and effort is correct. In addition, time
and effort certifications are also required as evidence of meeting cost sharing requirements when
the County has agreed to contribute all or a portion of an employee's salary to a sponsored
project.
• Purchasing: requisitioning goods or services, completing the required quote /bid process,
selecting a vendor, and placing the order for the request.
• Account Management: periodic account maintenance as defined by the sponsor, OMB Circulars,
and county- specific requirements.
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6/11/2013 16.E.4.
• Billinw & Drawdown: the method by which the county requests payments from the sponsor
according to the contract or grant through a drawdown, advance, cost reimbursement, or flat
invoice.
• Reporting: submitting information required by the sponsor, whether it is a federal, state, local, or
private institution including programmatic reports, fiscal reports and equipment reports.
• Account Closeout: all procedures necessary to close the contract or grant upon completion of
project activities including sponsoring agency requirements, SAP responsibilities, payment of
final invoice, submission of final report, and inactivation of the grant fund in the accounting
system.
We will validate findings and develop recommendations for improvement. These will include:
a. Future county business process models and requirements at the functional level
b. Proposed workflow diagrams, process flows and other visual as needed.
C. Identification of opportunities for process improvement in relevant business areas including
cross- functional process efficiencies.
We will provide you with periodic progress updates and, at your request, meet with you periodically to
review our results.
We will prepare the following written Report':
• Findings and Recommendation. Report
Limitations on scope
We will not identify, address or correct any -hors or defects in your computer systems, other devices or
components thereof ( "Systems "), whether or not due to imprecise or ambiguous entry, storage,
interpretation or processing or reporting of data. We will not be responsible for any defect or problem
arising out of or related to data processing in any Systems.
Your specific obligations
In compliance with Florida Public Records Act, Chapter 119, Fla. Stat., and the Florida Sunslvne Law,
Chapter 286, Fla. Stat.,you will not, and you will not permit others to, quote or refer to the Reports, any
portion, summary or abstract thereof, or to EY or any other EY Firm, in any document filed or
distributed in connection with (i) a purchase or sale of securities to which the United States or state
securities laws ( "Securities Lave =s ") are applicable, or (ii) periodic reporting obligations under Securities
Laws. You will not contend that any provisions of Securities Laws could invalidate any provision of this
Agreement.
` "Reports" is defined in the General Terms and Conditions as includine all information, advice, recommendations or other
content of any reports, presentations or other communications we provide to you.
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6/11 /2013 16.E.4.
Specific additional terms and conditions
The Services are advisory in nature. EY will not render an assurance report or opinion under the
Agreement, nor will the Services constitute an audit; review, examination, or other form of attestation as
those terms are defined by the American Institute of Certified Public Accountants. None of the Services
or any Reports will constitute any legal opinion or advice. We will not conduct a review to detect fraud
or illeeaI acts.
Notwithstanding anything to the contrary in the Agreement or this SOW, we do not assume any
responsibility for any third -party products, programs or services, their performance or compliance with
your specifications or otherwise.
We will. base any comments or recommendations as to the functional or technical capabilities of any
products in use or being considered by you solely on information provided by your vendors, directly or
through you. We are not responsible for the completeness or accuracy of any such information or for
confirming any of it.
Where our written consent under the Agreement is required for you to disclose to a third party any of our
Reports (other than Tax Advice), we will also require that third party to execute a letter substantially in
the form of Appendix A to this SOW.
You shall not, while we are performing the Services hereunder and for a period of twelve (12) months
after they are completed, solicit for employment, or hire, any EY personnel involved in the performance
of the Services, provided, that you may generally advertise available positions and hire EY personnel
who either respond to such advertisements or who come to you on their own initiative without direct or
indirect encouragement from you.
Timetable
Unless otherwise agreed upon in writing by the parties, we anticipate Phase I of our services to be
substantially completed by June 30, 2013.
E & Y staff will meet with County appointed staff three (3) times during, the period of the engagement.
The first meeting will be prior to beginning the engagement to discuss specific plans, staffing, and
expected time - Lines.
A second briefing will be held one -half (I 112) way through the engagement to discuss progress, scope
management and cost reviews.
A final meeting will be at the end of the engagement to discuss deliverables.
Contacts
You have identified Mark Isackson as your contact with whom we should communicate about these
Services. Your contact at EY for these Services will be AJ Desai.
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6/11/2013 16.E.4.
Fees
Fees for Phase 1 are not to exceed one hundred thousand dollars ($ 100,000), and will be billed in
accordance with the following hourly rates as per Exhibit B of Contract 09 -5270:
Level
Partner
$
395
Senior Manager
$
280
Manager
$
225
Senior
$
165
Staff
$
125
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