HomeMy WebLinkAboutItem V(F) Approval and Authorization for Increase of the Contract with Burton & Associates, Inc. for Professional Services in the Amount of $6,765 Agenda OS/17/04
Center of Good L/ Item V.F.
CITY OF OCOEE
AGENDA ITEM COVER SHEET
Date: August 9, 2004 Meeting Date: August 17, 2003
Subject: Increase the Contract for Professional Service with Burton&Associates, Inc.
Issue:
Public Works-Engineering staff requests that the City Commission approve the increase to the
contract with Burton & Associates, Inc. for extra work performed during the Utility Rate Study
in the amount of$6,765.00.
Recommendation:
The Public Works-Engineering staff recommends that the City Commission approve this
increase to the Contract for Professional Services with Burton& Associates, Inc.
Background Summary:
During the performance of the work for that study, Burton and Associates, Inc. was asked to
perform additional work, which exceeded their compensation amount. Burton& Associates, Inc.
was asked to prepare a second rate structure in comparison to the first proposal and to evaluate
proposed rate structures provided to the City by two residents and the Mayor. The second rate
plan and the evaluations were not part of the original proposal and agreement.
Fiscal Impacts:
The increase in the contract of $6,765.00 will be funded from the Water and Wastewater
Operating fund under the Professional Services Other line item. This line item currently has
enough money to cover this increase.
Commission Action:
Reviewed by City Manager
Reviewed by City Attorney x N/A
Reviewed by Financ N/A
Reviewed by 0,49,4/'✓ N/A
Mayor Cepcer of Good ,. Commissioners
S. Scott Vandergrift sr r '-P7,0000et Danny Howell,District 1
Scott Anderson,District 2
City Manager 414111
Rusty Johnson. District 3
Robert Frank Nancy J. Parker.District 4
STAFF REPORT
TO: The Honorable Mayor and City Commissioners
FROM: David A. Wheeler,P.E. 44 47
Director of Public Works
DATE: August 9, 2004
RE: Increase the Contract for Professional Service with Burton& Associates, Inc.
ISSUE
Public Works-Engineering staff requests that the City Commission approve the increase to the
contract with Burton & Associates, Inc. for extra work performed during the Utility Rate Study
in the amount of$6,765.00.
BACKGROUND/DISCUSSION
Burton & Associates, Inc. was employed in 2003 to perform a Utility Rate Study to evaluate
current and projected revenues versus expenses and to propose a new rate structure to meet
future revenues and the requirement of a water conservation inclined rate by the St. Johns River
Water Management District. The original contract amount was a not to exceed amount of
$29,334.00. The basis of that study was the rate structure approved by the City Commission in
August of 2003.
During the performance of the work for that study, Burton and Associates, Inc. was asked to
perform additional work, which exceeded their compensation amount. Burton & Associates, Inc.
was asked to do prepare a second rate structure in comparison to the first proposal and to
evaluate proposed rate structures provided to the City by two residents and the Mayor. The
second rate plan and the evaluations were not part of the original proposal and agreement.
The reason for the delay in bringing this request to the City Commission has been because staff
and Burton & Associates, Inc. have been reviewing and separating invoices for contracted work
versus additional work. The work associated with the original contract has been processed and
the attached invoice is for the additional work. The original contractual amount was funded from
the "Professional Service Other" line item from the Water and Wastewater Operating Fund.
There is currently enough money in this line item to fund this increase.
RECOMMENDATION
The Public Works-Engineering staff recommends that the City Commission approve this
increase to the Contract for Professional Services with Burton& Associates, Inc.
BURTON &
:ASSOCIATES
June 02, 2004
Mr. David Wheeler, P.E.
Director of Public Works
City of Ocoee
150 N. Lakeshore Drive
Ocoee, FL 34761-2258
Re: 52104 Commission Requested Rate Plan Analyses
Dear Mr. Wheeler:
Please find enclosed an invoice for professional services rendered for the above referenced
project for the period ending 10/15/2003. If you have any questions regarding this invoice,
please call me at (904) 247-0787.
Very truly yours,
7,74'
Michael E. Burton
President
Encl.
MEB/bc
2902 Isabella Boulevard, Suite No. 20 0 Jacksonville Beach, Florida 32250 0 (904) 247-0787
BURTON &
ASSOCIATES
June 02, 2004
Mr. David Wheeler, P.E.
Director of Public Works
City of Ocoee
150 N. Lakeshore Drive
Ocoee, FL 34761-2258
Project#/Name: 52104 Commission Requested Rate Plan Analyses
Client Project/P.O. No.(s):
Invoice Number: 52104-101503
INVOICE
For professional services rendered for the period ending 10/15/2003 in performance of the
above referenced project.
Consulting Fees
Michael Burton 41.00 Hours $6,765.00
Total Consulting Fees $6,765.00
TOTAL AMOUNT DUE THIS INVOICE $6,765.00
2902 Isabella Boulevard, Suite No. 20 0 Jacksonville Beach, Florida 32250 0(904) 247-0787
Activities Summary
Client: City of Ocoee Period Ending:10/15/2003
Project: 52104 Rate Consultant's Report for Bond Issue
Consultant Date Activity Hours
Michael Burton 7/8/2003 Discuss alternative scenarios with Dave 2.00
Wheeler and prepare a PowerPoint presentation
with screen captures of each scenario and
transmit to Dave Wheeler.
7/9/2003 Work on rate design alternatives. 2.00
7/10/2003 Work on rate design alternatives. 2.00
7/11/2003 Complete work on rate design alternatives and 3.00
transmit to Dave Wheeler.
7/14/2003 Make adjustments to rate design alternatives 10.00
and PowerPoint presentation and transmit
alternative rate schedules to Dave Wheeler.
7/22/2003 Review fax from Dave Wheeler regarding 1.00
Martha Lopez-Anderson rate alternatives.
7/22/2003 Begin analysis of Martha Lopez-Anderson 2.00
alternatives in the Rate Model.
7/24/2003 Complete analysis of Martha Lopez-Anderson 4.00
alternatives in the Rate Model and present in a
PowerPoint presentation; transmit to Dave
Wheeler.
7/29/2003 Review fax from Cathy Sills with additional 2.00
information regarding Martha Lopez-
Anderson's rate alternatives and work on
adjustments to the analysis in the Rate Model.
7/29/2003 Complete analysis of Martha Lopez-Anderson 2.00
alternatives in the Rate Model and present in a
PowerPoint presentation and transmit to Wanda
Horton.
8/4/2003 Review e-mail from Wanda Horton regarding 1.00
Jose Iglesias rate alternatives.
8/4/2003 Begin analysis of Jose Iglasias alternatives in 2.00
the Rate Model.
8/5/2003 Complete analysis of Jose Iglasias alternatives 4.00
in the Rate Model and transmit a PowerPoint
summary of the analysis to Dave Wheeler.
Burton and Associates Page 1 of 2
Client: City of Ocoee Period Ending: 10/15/2003
Project: 52104 Commission Requested Rate Plan Analyses
Consultant Date Activity Hours
Michael Burton 9/29/2003 Prepare an analysis of the Mayor's rate plan and 4.00
transmit to Jim Gleason and Dave Wheeler.
Subtotal 41.00
Total Hours 41.00
Burton and Associates Page 2 of 2
Activity and Project Status Summary
Client: City of Ocoee Period Ending:10/15/2003
Project: 52104 Commission Requested Rate Plan Analyses
PERIOD HOURS SUB CONS/
ENDING CHARGED FEES EXPENSES TOTAL
10/15/2003 41.00 $6,765.00 $0.00 $6,765.00
Totals to Date 41.00 hrs. $6,765.00 $0.00 $6,765.00
Contract/P.O.Amount (see contract summary below)
Contract/P.O.Amount Remaining
Burton and Associates Page 1 of 1