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HomeMy WebLinkAbout121619_ca05Department of Public Works O Consent Agenda Page 1 of 1 Jefferson County Board of Commissioners Agenda Request To: Board of Commissioners Philip Morley, County Administrator From: Monte Reinders, Public Works Director/County Engineer; Agenda Date: December 16, 2019 Subject: Contract with Tetra Tech, Inc. Facilitation, Public Outreach, Funding Et Finance Support Statement of Issue: A contract with the County's sewer design team led by Tetra Tech, Inc. for ongoing facilitation, public outreach, and funding Et finance support. Analysis/Strategic Goals/Pro's It Con's: The consultant has been providing as -needed support to the County for the Port Hadlock Wastewater project under a contract originally executed in 2013. This contract will expire at the end of 2019. This replacement contract is intended to provide as -needed facilitation, public outreach, and funding Et finance support over the course of the next 18 months. During this timeframe the County will be working with property owners and the Wastewater Working Group (WWG) to explore Local Improvement District (LID) options, sewer ordinances, and potential funding mechanisms for the project. Under separate contracts, the consultant is presently updating the County's Sewer Facility Plan and is expected to begin final design work for the sewer in mid -2020 with funding committed by the state Legislature. Fiscal Impact/Cost Benefit Analysis: $160,817. Funding for this project is from in the Port Hadlock sewer fund which derives revenue from the Public Infrastructure Fund (P.I.F.). Recommendation: Please sign three (3) contract originals and return two (2) fully executed originals to Public Works. Department Contact: Monte Reinders x242 Reviewed By: Hip M rley County Administrator Date PROFESSIONAL SERVICES AGREEMENT FOR Facilitation, Public Outreach, and Funding & Finance Services THIS AGREEMENT is entered into between the County of Jefferson, a municipal corporation, hereinafter referred to as "the County", and Tetra Tech, Inc., hereinafter referred to as "the Consultant", in consideration of the mutual benefits, terms, and conditions hereinafter specified. 1. Project Designation. The following scope of services is for facilitation, public outreach and funding & finance support services to Jefferson County related to the Port Hadlock Wastewater Project. These services will involve providing as -need support for the Wastewater Working Group (WWG) which has been formed by local citizens in the Pt. Hadlock area to determine whether to form a Local Improvement District (LID) for the initial phase collection system. Additional services include ongoing Funding and Financial Support work. These services will be provided under the direction and approval of the Public Works Director. 2. Scope of Services. Consultant agrees to perform the services identified on Exhibit "A" attached hereto including the provision of all labor. 3. Time for Performance. Work under this contract shall commence upon the giving of written notice by the County to the Consultant to proceed. Consultant shall perform all services and provide all work products required pursuant to this agreement on the dates listed on Exhibit "A". Contract shall terminate on June 30, 2021 (approximately 18 months) unless amended in writing prior to this date. 4. Payment. The Consultant shall be paid by the County for completed work and for services rendered under this agreement as follows: a. Payment for the work provided by Consultant shall be made as provided on Exhibit "B" attached hereto, provided that the total amount of payment to Consultant shall not exceed $160,817 without express written modification of the agreement signed by the County. b. The Consultant may submit invoices to the County once per month during the progress of the work for partial payment for project completed to date. Such vouchers will be checked by the County, and upon approval thereof, payment will be made to the Consultant in the amount approved. Payment of Consultant invoices shall be within 30 days of receipt by the County for any services not in dispute based on the terms of this Agreement. C. Final payment of any balance due the Consultant of the total contract price earned will be made promptly upon its ascertainment and verification by the County after the completion of the work under this agreement and its acceptance by the County. Tetra Tech 2019 — Facilitation, Public Outreach, and Funding/Finance Page 1 of 6 d. Payment as provided in this section shall be full compensation for work performed, services rendered and for all materials, supplies, equipment and incidentals necessary to complete the work. e. The Consultant's records and accounts pertaining to this agreement are to be kept available for inspection by representatives of the County and state for a period of three (3) years after final payments. Copies shall be made available upon request. 5. Ownership and Use of Documents. All documents, drawings, specifications and other materials produced by the Consultant in connection with the services rendered under this agreement shall be the property of the County whether the project for which they are made is executed or not. The Consultant shall be permitted to retain copies, including reproducible copies, of drawings and specifications for information, reference and use in connection with Consultant's endeavors. Consultant shall not be held liable for reuse of documents or modifications thereof, including electronic data, by County or its representatives for any purpose other than the intent of this Agreement. 6. Compliance with laws. Consultant shall, in performing the services contemplated by this agreement, faithfully observe and comply with all federal, state, and local laws, ordinances and regulations, applicable to the services to be rendered under this agreement. 7. Indemnification. Consultant shall indemnify and hold harmless the County, its officers, and employees, from and against any and all claims, losses or liability, or any portion thereof, including reasonable attorney's fees and costs, arising from injury or death to persons, including injuries, sickness, disease or death to Consultant's own employees, or damage to property occasioned by a negligent act, omission or failure of the Consultant. Consultant shall be liable only to the extent of Consultant's proportional negligence. 8. Insurance. The Consultant shall obtain and keep in force during the terms of the Agreement, policies of insurance as follows: If and only if the Consultant employs any person(s) in the status of employee or employees separate from or in addition to any equity owners, sole proprietor, partners, owners or shareholders of the Consultant, Worker's Compensation Insurance in an amount or amounts that are not less than the required statutory minimum(s) as established by the State of Washington or the state or province where the Consultant is located. Commercial Automobile Liability Insurance providing bodily injury and property damage liability coverage for all owned and non -owned vehicles assigned to or used in the performance of the work for a combined single limit of not less than $500,000 each occurrence with the COUNTY named as an additional insured in connection with the CONSULTANT'S performance of the contract. Tetra Tech 2019 — Facilitation, Public Outreach, and Funding/Finance Page 2 of 6 General Commercial Liability Insurance in an amount not less than a single limit of one million dollars ($1,000,000) per occurrence and a aggregate of not less than two (2) times the occurrence amount ($2,000,000.00 minimum) for bodily injury, including death and property damage, unless a greater amount is specified in the contract specifications. The insurance coverage shall contain no limitations on the scope of the protection provided and include the following minimum coverage: a. Broad Form Property Damage, with no employee exclusion; b. Personal Injury Liability, including extended bodily injury; C. Broad Form Contractual/Commercial Liability — including completed operations; d. Premises — Operations Liability (M&C); e. Independent Contractors and subcontractors; f. Blanket Contractual Liability. g. Professional Liability Insurance ($1,000,000 Each Claim & $2,000,000 Aggregate) The County shall be named as an additional insured party under this policy. Such insurance coverage shall be evidenced by one of the following methods: * Certificate of Insurance; * Self-insurance through an irrevocable Letter of Credit from a qualified financial institution. Certificates of coverage as required by this section shall be delivered to the County within fifteen (15) days of execution of this agreement. Any deductibles or self-insured retention shall be declared to and approved by the County prior to the approval of the contract by the County. At the option of the County, the insurer shall reduce or eliminate deductibles or self-insured retention or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. The Consultant shall include all subcontractors as insured under its insurance policies or shall furnish separate certificates and endorsements for each subcontractor. All insurance provisions for subcontractors shall be subject to all of the requirements stated herein. Failure of the Consultant to take out and/or maintain any required insurance shall not relieve The Consultant from any liability under the Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations concerning indemnification. It is agreed by the parties that insurers shall have no right of recovery or subrogation against the County (including its employees), it being the intention of the parties that the insurance policies, with the exception of Professional Liability, so affected shall protect both parties and be primary coverage for any and all losses covered by the above described insurance. It is further agreed by the parties that insurance companies issuing Tetra Tech 2019 — Facilitation, Public Outreach, and Funding/Finance Page 3 of 6 the policy or policies shall have no recourse against the County (including its employees and other agents and agencies) for payment of any premiums or for assessments under any form of policy. It is further agreed by the parties that any and all deductibles in the above described insurance policies shall be assumed by and be at the sole risk of the Consultant. It is agreed by the parties that judgments for which the County may be liable, in excess of insured amounts provided herein, or any portion thereof, may be withheld from payment due, or to become due, to the Consultant until such time as the Consultant shall furnish additional security covering such judgment as may be determined by the County. The County reserves the right to request additional insurance on an individual basis for extra hazardous contracts and specific service agreements. Any coverage for third party liability claims provided to the County by a "Risk Pool" created pursuant to Ch. 48.62 RCW shall be non-contributory with respect to any policy of insurance the Consultant must provide in order to comply with this Agreement. If the proof of insurance or certificate indicating the County is an "additional insured" to a policy obtained by the Consultant refers to an endorsement (by number or name) but does not provide the full text of that endorsement, then it shall be the obligation of the Consultant to obtain the full text of that endorsement and forward that full text to the County. The County may, upon the Consultant's failure to comply with all provisions of this contract relating to insurance, withhold payment or compensation that would otherwise be due to the Consultant. 9. Independent Contractor. The Consultant and the County agree that the Consultant is an independent contractor with respect to the services provided pursuant to this agreement. Nothing in this agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither Consultant nor any employee of Consultant shall be entitled to any benefits accorded County employees by virtue of the services provided under this agreement. The County shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to Consultant, or any employee of Consultant. 10. Covenant Against Contingent Fees. The Consultant warrants that he has not employed or retained any company or person, other than a bonafide employee working solely for the Consultant, to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bonafide employee working solely for the Consultant, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warranty, the County shall have the right to annul this contract without liability or, in its discretion to deduct from the contract price or consideration, or Tetra Tech 2019 — Facilitation, Public Outreach, and Funding/Finance Page 4 of 6 otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. 11. Discrimination Prohibited. The Consultant, with regard to the work performed by it under this agreement, will not discriminate on the grounds of race, color, national origin, religion, creed, age, sex or the presence of any physical or sensory handicap in the selection and retention of employees or procurement of materials or supplies. 12. Assignment. The Consultant shall not sublet or assign any of the services covered by this agreement without the express written consent of the County. 13. Non -Waiver. Waiver by the County of any provision of this agreement or any time limitation provided for in this agreement shall not constitute a waiver of any other provision. 14. Termination. a. The County reserves the right to terminate this agreement at any time by giving ten (10) days written notice to the Consultant. b. In the event of the death of a member, partner or officer of the Consultant, or any of its supervisory personnel assigned to the project, the surviving members of the Consultant hereby agree to complete the work under the terms of this agreement, if requested to do so by the County. This section shall not be a bar to renegotiations of this agreement between surviving members of the Consultant and the County, if the County so chooses. 15. Notices. Notices to the County of Jefferson shall be sent to the following address: Jefferson County Public Works 623 Sheridan Street Port Townsend, WA 98368 Notices to Consultant shall be sent to the following address: Tetra Tech Inc. Attn: Keven Dour, P.E. 1420 Fifth Avenue, Suite 600 Seattle, Washington 98101 16. Integrated Agreement. This Agreement together with attachments or addenda, represents the entire and integrated agreement between the County and the Consultant and supersedes all prior negotiations, representations, or agreements written or oral. This agreement may be amended only by written instrument signed by both County and Tetra Tech 2019 — Facilitation, Public Outreach, and Funding/Finance Page 5 of 6 Consultant. DATED this SIGNATURE PAGE Tetra Tech, Inc. Name of Consultant SIGNATURE PAGE day of 20 JEFFERSON COUNTY BOARD OF COMMISSIONERS Kate Dean, District 1 Consultant's Representative (Please print) David W. Sullivan, District 2 (Signature) Title Date Greg Brotherton, District 3 Approved as to form only: O c.AL��'� C. Philip Hunsucker Date Chief Civil Deputy Prosecuting Attorney MokelZeinders, P.E. 6ate Public ors erector/County Engineer Tetra Tech 2019 — Facilitation, Public Outreach, and Funding/Finance Page 6 of 6 Exhibit A-1 Scope of Work Project No. 180 1693 2 JEFFERSON COUNTY DEPARTMENT OF PUBLIC WORKS FACILITATION, PUBLIC OUTREACH, AND FUNDING & FINANCE SUPPORT SERVICES GENERAL The following scope of services is for facilitation, public outreach and funding & finance support services to Jefferson County. These services will involve providing as -need support for the Wastewater Working Group (WWG) which has been formed by local citizens in the Pt. Hadlock area to determine whether to form a Local Improvement District (LID) for the initial phase collection system. These services will be provided under the direction and approval of the Public Works Director. The duration of these services will be from January 1, 2020 through June 30, 2021 (18 months). This anticipated scope of work will provide professional services to include the following: • WWG meeting preparation and facilitation. • Attendance at WWG meetings and follow up by consultant staff. • Answering wastewater treatment and collection system technical questions and cost questions at WWG meetings. • Public outreach in support of Local Improvement District Formation as relates to determining interest from affected property owners. This scope does not include all statutory public involvement and outreach steps for LID formation. • Funding and Finance support will include support for WWG meetings, requests from County to respond to questions from County Management or the Public related to the project. • Funding and finance support to continue to seek grants and construction funding through the middle of 2021. SCOPE OF WORK: FACILITATION, PUBLIC OUTREACH AND FUNDING & FINANCE SUPPORT SERVICES In the following task descriptions, where reference is made to a specific number of pages in a work product, the intent is to better define the level of effort that is the basis of the budget for the project, and not a guarantee of a specific number of pages in the final product. Where "County staff' is referenced, it is assumed that the County will invite designated parties to meetings as it deems necessary. The County will be responsible for public notification before public meetings. The work products from this project will be submitted in hard copy and/or electronic format (as indicated). Report files will be produced in Microsoft Word, Power Point, and Excel. CAD files will be produced in AutoCAD using Tt drafting standards. Task 100 — Project Management This task includes work to plan and manage the project. Subtasks are described below: 100.1 Health and Safety Plan Tt will develop a health and safety plan within 10 days after Notice to Proceed. The purpose of a Health & Safety Plan (HASP) is to provide project -specific health and safety requirements for the planned scope of work. It will contain guidelines and directives and may include minimum standards, safety criteria, and emergency response information/procedures for Tetra Tech staff. Work Product: • Health and Safety Plan 100.2 Progress Meetings Progress meetings will be held periodically with the County to coordinate work activities and keep the County informed of progress to date. It is assumed there will be up to 4 telephone meetings over an 18 -month period attended by the consultant project manager. The Public Involvement Lead and Funding & Finance Lead will attend up to one meeting by telephone. Tt will prepare agendas and meeting summaries. Work Products: • Agendas. • Meeting minutes. 100.3 Progress Reports and Billings Tt will include brief monthly progress reports along with monthly invoices. Progress reports will contain information on major activities at the top -task level, anticipated actions, and outstanding issues to be resolved. Work Products: • 18 Monthly progress reports and invoices. 100.4 Project Schedule A project schedule will be developed and tracked for the Wastewater Working Group, Sewer Ordinances, WWG LID formation activities, and planned Grant and Funding Search. This schedule will be developed in coordination with the County. The Project Design and construction elements will be developed in detail as part of the Final Design Update project. However, the schedule from this scope of work and design scope of work will be coordinated and integrated in to one comprehensive project schedule. The schedule will be updated monthly. The schedule will be prepared in MS Project. There will be up to 3 schedule updates over an 18 -month period assuming two hours of effort per schedule update; on average. Work Products: • MS Project Schedule for LID Formation Support Services tasks • Up to three (3) schedule updates. TASK 200 — Facilitation Support Services 200.1 Wastewater Working Group (WWG) Meeting Support Provide facilitation and meeting support services through Jefferson County to the WWG. This scope of work provides support for up to 6 WWG Meetings over 18 months. This anticipated work effort for these meetings may include (as -needed and in support of WWG chairs) developing meeting strategies, agendas, materials for presentation, organizing the meetings, facilitating the meetings, and preparing meeting summaries and any follow-up documents. Assumptions: The WWG is lead and moderated by the WWG Chair — consultant services are provided at the Direction of the County and the consent of the Chair. These meetings are not led or controlled by the Consultant team, unless requested. Anticipated meeting topics are as follows: o Meeting I — Sewer Policies o Meeting 2 — Sewer Policies o Meeting 3 — LID formation (Legal) o Meeting 4 — On -Site O&M (Grinder Pumps) o Meeting 5 — Facility Charges (Treatment) o Meeting 6 — LID formation (LID Map and support/non-support) Work Products • One draft and one final agenda each of six (6) WWG Meetings. • Presentation Materials for six (6) WWG meetings. • One draft and one final meeting summaryfor each of six (6) WWG meetings. 200.2 Communications Between WWG meetings, it will be necessary for the project team to remain available to the Chair or the County to respond to questions or to research information. This task includes Project Team communications, and up to six (6) conference calls with County staff, WWG Chair/Vice Chair, and/or others in support of this scope of work. Up to two (2) internal in-person meetings, as determined by the County, with County staff, WWG Chair/Vice Chair, and/or others in support of this scope of work. Work Products: Agendas and brief summaries from up to six (6) internal team conference call meetings, one draft and one final. Agendas and brief summaries from up to two (2) internal in-person team meetings, one draft and one final. TASK 300 — Public Outreach Support Services 300.1 Public Outreach Materials Prepare newsletters, FAQ documents, brochures, and other materials as necessary to support public meetings, WWG efforts, and for generally informing the public of the status of the project and LID formation process. Work Products: • Up to ten (10) documents or update documents. 300.2 Public Workshops Development and coordination of two (2) public workshops, development of strategy for workshops, agendas, preparation of presentation or review of presentation materials, workshop facilitation, and preparation of workshop summary. Work Products • Review/preparation of workshop materials/presentations for two (2) public workshops. • One draft and one final meeting agenda for each of two (2) public workshops. • One draft and one final meeting summaryfor each of two (2) public workshops. Task 400 Funding and Finance Support Services 400.1 Funding Application Preparation Assistance Assist Jefferson County in continuing to seek grants and low-interest loans for the project to reduce the cost to residents and businesses. This process requires preparation and submittal of applications on an annual or periodic basis. And working with Funding Agency staff to keep the funding process on track. This task assumes assistance for up to 4 applications, including but not limited to Public Works Trust Fund, USDA -Rural Development, Department of Ecology and Community Development Block Grant. Work Products • Review and prepare input to up to 4 preliminary and draft applications. • Hold or participate in telephone meetings. 400.2 Tech Team Meetings Assist in scheduling, preparing for and participating in Funding Tech Team meetings as follow-up to the Infrastructure Assistance Coordinating Council (IACC) conferences. A Funding Tech Team of funding agency staff has been established to follow and advise this project. Provide planning support and meeting preparation for a Tech Team meeting in Port Hadlock. Work Products • Tech meeting coordination and planning • Preparation of materials and presentation for one (1) Tech Team meeting. • Preparation of draft meeting summary and action items. 400.3 Support Funding/Finance Coordinated Efforts Coordinate with team members on funding strategy and implementation in an on-going fashion. This includes efforts to discuss and present financial information in support of federal and state appropriations requests. An allowance is included for responding to funding needs as requested by Public Works. An additional allowance is included for presenting at up to 3 public meetings (in past has been PIF, Chamber, BOCC) not specifically planned at this time. Work Products • Preparation of materials as within allotted hours to coordinate efforts. • Up to three (3) meetings as requested by Public Works. 400.4 Funding and Finance LID Formation Support Update funding and finance informational materials when the final design cost estimate for collection system is completed. This task assumes an update for the initial collection system updated cost estimate, for the Resolution of Intent to Form an LID, for preliminary assessment notices and for the formation hearing. Participate in LID strategy team discussions to support the LID formation process. Coordinate with team and County on determining and implementing LID strategy. Work Products • Draft updated funding and finance materials at completion of collection system final design, for Intent to Form an LID, for preliminary assessment notices and formation hearing • Strategy and assistance as requested. • Telephone conferences to discuss and determine LID strategy 400.5 Financial Plan Refinement Continue to refine presentation of project costs to meet the needs of funding sources and to update as new cost information is available. Reflect policies in allocation between connection charge and LID. Evaluate alternatives for billing/collection and operations/maintenance to support Public Works and present as necessary for funding agencies. Work Products • Preparation of materials as described above. • Revision of finance plan for from treatment plant and collection system final design cost estimates. 0 Price Proposal Revision Date: Nov 18, 2019 Labor Plan Price Summary Totals 2 Resource Task Pricing Totals 160,817 Pt. Hadlock - Facilitation, Public Outreach, and Func Provide ongoing focilitanon, Public Outreach and Funding & Finance professional services in support of WWG and LID formation. a°' Rate Prot Area '61'9 ,,s Specify Add'I Fees on Setup 0 Technology Use Fee Total Price 160,817 Submitted to: Jefferson County Dept. of Public Works Attn: Monte Reinders Contract Type: T&M _ `u 3 s < - ' _ iu e° o LL23 Unit Rate Qty's Pricing by Resource Items> Fleet Vehicles unit Rate 1 50.58 Labor Rate Esc Labor Subs Travel Mat'ls&Equip. ODCs Task Pricing Totals Project Phases /Tasks Schedule From mra Monlnt 3 0 3 Tota Labor Hrso umt> mile _ Charged to> M&E 195 172 1 nuanebes> 1,461 3.86% 49,114 110,254 601 847 - 160,817 100- Project Management _ _ 100.1 - Health & Safety Plan 100.2 - Progress Meetings 100.3 - Progress Reports and Billings 100.4 - Project Schedule _ _ 01/01/20 01/30/20 01/01/20 06/30/21 01/01/20 06/30/21 01/01/20 06/30/21 0.9 17.6 17.6 17.6 3 39 39 39 18 351 351 351 31 3 4 is 6 20 11 1 2 4 9 9 6 3.00% 4.02% 4.02% 4.02% 6,552 470 1,088 3,361 1,632 6,729, 2,399 4,330 - 13,281 470 3,48-i 7,691 1,632 200 - Facilitation Support Services 200.1 - WWG Meeting Support 200.2-Communications 01/01/20 06/30/21 01/01/20 06/30/21 17.6 17.6 39 39 351 351 70 48 22 58 12 36 12 22 1,012 1,012 4.02% 4.02% 16,994 11,010 5,984 44,879 29,894 14,985 416 587 416 587 1 62,875 41,906 20,969 300 - Public Outreach Support Services 300.1 - Public Outreach Materials 300.2-Public Workshops 01/01/20 06/30/21 01/01/20 06/30/21 17.6 39 351 351 30 10 20 30 10 20 225 225 402% 602% 8,160 2,720 5,440 _18,217 7,192 11,024 92 130 - 92 130 26,600 9,913 16,687 17.6 39 400 - Funding & Finance Support Services 400.1 - Funding Application PreAssistance H pp p 400.2-Tech Team Meetings 400.3 -Support Funding/Finance Coordinated Efforts 01/01/20 06/30/21 01/01/20 06/30/21 01/01/20 06/30/21 _ 17.6 17.6 17.6 39 39 39351 351 351 64 8 8 16 64 8 8 16 225 225 4.02% 4.02% 4.02% 17,408 2,176 2,176 4,352 40,429 5,456 6,670 9,207 _ 92 130 92 130 58,060 --. 7,632 9,069 13,559 400.4 - Funding and Finance UD Formation Support 01/01/20 06/30/21 17.6 17.6 39 39 351 351 16 16 16 4.02% 4,352 6,820 11,172 400.5-Financial Plan Refinement 01/01/20 06/30/21 16 4.02% 4,352 12.276 16,628 Totalsl 01/01/20 1 06/30/21 1 17.6 195 172 23 nuannoes> 1,461 1 3.66% 49,114 110,254 6011 847 1160,817 Tetra Tech - Confidential and Proprietary Page 1 of 1 Printed 11/19/2019 Tetra Tech, Inc Fully Burdened Rate Breakdown 19 -Nov -19 Overhead rate 171.44% Profit 15.00% Staff Member Raw Rate Overhead Profit Burdened Total Effective Multiplier Kevin Dour $ 83.77 $ 143.62 $ 34.11 $ 261.49 3.12 Lisa Fortney $ 31.25 $ 53.58 $ 12.72 $ 97.55 3.12 Port Hadlock - Facilitation Public Outreach, Funding & Finance - Triangle Draft Budd Thomas Bob Christian Wheeler Controller Expenses Total Task 100: Project Management 100.1 Health and Safety Plan $0.00 100.2 Progress Meetings 6.0 6.0 $1,870.92 100.3 Progress Reports and Billings 9.0 9.0 $ 20.00 $2,076.68 100.4 Project Schedule $20,854.96 Bob Wheeler $218.30 $0.00 Task 100 Hour Total 15.0 6.0 9.0 $ 20.00 Task 200 Facilitation Support Services 14.0 9.0 1$27,309.04 200.1 WWG Meeting Support (prep and materials for six meetings) 24.0 12.0 $ 120.00 $4,984.08 200.1 WWG Meeting Support (facilitate six 2 -hour meetings) 60.0 30.0 $12,160.20 200.1 WWG Meeting Support (six meeting summaries) 12.0 6.0 $2,432.04 200.2 Communications (six internal team 1 -hour calls) 18.0 12.0 $4,302.96 200.2 Communications (two internal team in-person meetings) 18.0 8.0 $3,429.76 Task 200 Hour Total 132.0 68.0 0.0 $ 120.00 Task 300 Public Outreach Support Services IS] 1,910.64 300.1 Public Outreach Materials 30 0 10.0 $4,988.60 300.2 Two 2 -hour Public Workshops 3? 0 18 0 $6,922.04 Task 300 Hour Total 62.0 28.0 0.0 S Task 400 Funding and Finance Support Services $20,854.96 Bob Wheeler $218.30 is 400.1 Funding Application Preparation Assistance Controller $ 135.00 Controller $0.00 400.2 One 2 -hour Tech Team Meetings 14.0 9.0 $3,273.98 400.3 Support Funding $140.00 $0.00 400.4 Funding and Finance LID Formation Support $0.00 400.5 Financial Plan Refinement $0.00 Task 400 Hour Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.0 0.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S . . . . . . . . . . . . - - - - . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Project Total 223.0 111.0 9.0 $ 140.00 JM,441.26 Hourly Billing Rates for the personnel listed above are as follows: Labor Budeet by Person Thomas Christian $93.52 Thomas Christian $20,854.96 Bob Wheeler $218.30 Bob Wheeler $24,231.30 Controller $ 135.00 Controller $1,215.00 Labor Total $46,301.26 Expenses $140.00 Full Total $46,441.26 Triangle Associates Fully Burdened Rate Breakdown 19 -Nov -19 Overhead rate 183.05% Profit 12.00% Staff Member Raw Rate Overhead Profit Burdened Total Effective Multiplier Bob Wheeler $ 68.86 $ 126.05 $ 23.39 $ 218.30 3.17 Thomas Christian $ 29.50 $ 54.00 $ 10.02 $ 93.52 3.17 Jefferson County Dept of Public Works Facilitation, Public Outreach, and Funding & Finance Support Services Wastewater Working Group (WWG), Port Hadlock Sewer Estimated level of effort and budget for Katy Isaksen & Associates (KI&A) Hourly KI&A $155 Task List Hours Amount Assumptions 100 Project Management 100.2 Progress Meetings 2 1 tele mtg 100.2 Progress Reports & Billings 12 assume billing 2/3 of months 200 Facilitation Support Services 200.1 WWG Meeting Support 48 attendance, prep, etc at 6 meetings 200.2 communications 38 6 internal conf call mtgs + 2 in-person + 20 hrs research 300 Public Outreach Support Svcs 300.1 Public Outreach Materials 10 review & comments on 10 docs 300.2 Public Workshops 20 prep, mat'I & attend/present at 2 pub wkshps 400 Funding/Finance Support Svcs 400.1 Funding App. Prep. Asst. 32 4 prelim & draft applications, coord wtele 400.2 Tech Team Meetings 18 1 tech team mtgs w/ materials, mtg summary + coord 400.3 Sup. Funding & Finance Coord. 54 18 mos x 2 hrs coord + 3 mtgs x 6 hrs 400.4 Funding & Finance LID Sujpport 40 update for LID formation steps, tele conf, strategy 400.5 Fin. Plan Refinement 72 40 hrs policies/allocations/contr. svcs billing/o&m + 2 updates Subtotal Estimated Labor - KI&A 346 $53,630 Direct expense, mileage 160 14 trips to P&R TOTAL ESTIMATED PROJECT - KI&A $53,790