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04/05-24 PURCHASE / SERVICE ORDER FOR MONROE COUNTY To: URS Purchase Service Order No. 04/05-24 Re: PSA Agreement, Dated 1-1-02 Resolution No. Project Name: Disadvantage Business Enterprise (DBE) Implimentation FY 05/06 Description of Services: (See attached Scope of Services) Multiple of Direct Salaries Lump Sum x Reimbursable Expense Days to Complete 450 Fee this Service Order $ 200,000.00 Payment for Services shall be in their entirety as per PSO. Prepared by: Recommended by: ., ) _)/i \),/ /~.n~~r-' Milford A. Reisert Date: ---:;/"7/') ..c-- /- . <-..- ) 7 6-...J c. . ~ - 4~os- Accepted by: 7-;J-s- ~ CllrrJ?&L" Date: Date: N:\URS\deidres\C502520.55\P003\P004\PSO-04-05_24.doc Draft Scope of Services DEE Support Services for DEE Implementation Plan Key West International Airport and Florida Keys Marathon Airport Monroe County Airports November 1, 2005 - September 30, 2006 Overview The Key West International and Florida Keys Marathon Airports' Disadvantaged Business Enterprise Program was established in 2000 in accordance with the requirements of the U. S. Department of Transportation's guidelines 49 CFR Part 26. The objectives of the Airports' DBE Program were and still are: 1. That Disadvantaged Business Enterprises shall be assured, to the fullest extent possible, the opportunity to participate in the performance of contracts assisted in whole or in part with Federal funds, and 2. That no person, subject to the activities of the Monroe County Board of County Commissioners shall, on the basis of race, color, national origin, or sex, be excluded from participation in, denied the benefits of, or otherwise discriminated against in connection with the award and performance of any contract assisted in whole or in part with Federal funds. 3. To create a level playing field on which DBEs can compete fairly for DOT- assisted contracts; and ensure that the DBE Program is narrowly tailored in accordance with 49 CFR Part 26. 4. To ensure that only finns which fully meet the Department of Transportation's Eligibility standards are permitted to participate as DBE's. 5. To help remove barriers to the participation of DBE's in DOT - assisted Contracts. In March 1999, the Disadvantaged Business Enterprise (DBE) Regulation, 49 CFR Parts 26 & 23 Airport Concessions, took effect and revamped the U.S. Department of Transportation's (US DOT) DBE Program and imposed requirements on States to narrowly tailor their DBE Programs and establish a Unified Certification Program (VCP). Under the DBE Regulation, recipients of funds from the Federal Aviation Administration (FAA), Federal Highway Administration (FHW A), and Federal Transit Administration (FTA) in each State were required to band together and implement a UCP. The VCP will provide "one-stop-shopping" for DBEs for certification. One-stop- shopping means that an applicant for DBE Certification in a State will file only one application and go through one cetiiflcation review to achieve DBE Certification. This certification will be recognized by all recipients of FAA, FHW A and FT A funds in the State. Each State has its own UCP. In support of this requirement, the State of Florida established a Florida UCP. The UCP agreed to DBE Certification based on mandatory reciprocity among the certifying entities in the State. Prepared by: MontgomelY Consulting Group, Inc. Prepared on: 10 June 2005 1 Draft Scope of Services DBE Support Services for DBE Implementation Plan Key West International Airport and Florida Keys Marathon Airport Monroe County Airports November 1, 2005 - September 30, 2006 In 2004, the Key West b1ternational & Florida Keys Marathon Airp0l1s (Airports) became certifying members of the Unified Certification Program (UCP) within the State of Florida. As certifying agencies, the Airports have the responsibility of adhering to and upholding all UCP and DOT rules and regulations regarding the DBE program. The Airports will need to stay abreast of UCP issues and modify/update their own DBE programs to incorporate UCP procedures, reporting, and forms. The current Key West International & Florida Keys Marathon Airports DBE Plan, created in 2000, needs to be updated and modified to become consistent with the Florida UCP guidelines which will be formally initiated in the fall 2005 (target date September) . The Key West futernational Airport anticipates beginning the construction and development ofa new terminal building in FAA FY2005/2006. The estimated cost of this project is around $30 million. With partial FAA funding anticipated for this project, the airport will need to establish and regulate DBE goals for this major effort. Compliance and monitoring for this project are crucial to adhere to FAA and DOT regulations. A new terminal building may also mean the opportunity for DBE concessionaires and a need for the development of a DBE concession plan. The Florida Keys Marathon Airport is hopeful to begin air carrier services in the near future. Neither the Key West International nor Florida Keys Marathon Airports have any current DBE concessionaires or a customized DBE Concessionaire Plan. Due to the afore mentioned issues, it is important that Key West futernational & Florida Keys Marathon Airports continue the implementation and development of their DBE Program and DBE Support Services. This scope of services identifies the elements and tasks the Montgomery Consulting Group (MCG) will undertake to provide support services for the Disadvantaged Business Enterprise (DBE) Plan Implementation envisioned by airport staff for Key West International Airport and Florida Keys Marathon Airport. The time period for this scope of services is estimated from October 1,2005 through September 30,2006. MCG's main coordination for this project will be with the airport's Disadvantaged Business Enterprise Liaison Officer (DBELO), Jerome Fain Jr., and URS project director, Mil Reisert. However, MCG may coordinate directly with other airport staff as required to accomplish the scope of services. URS is to be copied on all correspondence to Monroe County Airports. 2 Prepared by: Montgomery Consulting Group, Inc. Prepared on: 10 June 2005 Draft Scope of Services DBE Support Services for DBE Implementation Plan Key West International Airport and Florida Keys Marathon Airvort Monroe County Airports November 1, 2005 - September 30, 2006 Specific Elements/Tasks Element 1. DBE Certification Support Services 1. Accept, maintain & review applications for DBE certification under 49 CFR Parts 23 & 26. This task includes identification of request of needed additional information from applicants and completion of on-site visit report for applicants that are located in Monroe County. Coordination will be made with the applicant and appropriate agencies for applicants located outside of Monroe County. The UCP has currently identified 15 firms that the Key West International and Florida Keys Marathon Airports have the responsibility to manage as a responsibility of UCP participation. Labor hours and out of pocket expenses for certifying up to 5 additional applicants has been included in this scope, along with development, delivery and review of No Change Affidavits which each certified firm is required to complete on their yearly certification anniversary date (additional applications would require an increase in budget); 2. Make written recommendations to the Airport DBELO as to whether applicant firms should be considered for certification by the Airport(s)fUCP and prepare (as appropriate) a draft certificatiuil letter and ceniilcates. For firms ineligible for certification, a letter stating the reason why the finn cannot be certified will be prepared for the DBELO; 3. Attend UCP meetings for the Airport(s) (up to 4 have been included) to keep abreast of the current UCP and future changes to the UCP and coordinate UCP issues to the DBELO. Any changes or updates that need to be made in accordance with UCP rules and regulations will be discussed with the DBELO via transmittal letter, e-mail or formal consultation; 4. Maintain a Directory of DBEs certified by the Monroe County Airports. The directory will be documented in accordance with UCP regulations and contain all required UCP fields/categories. This DBE Directory will be updated each time a new firm is certified. The DBE Directory will be kept on hand at the Airports as well as posted to the FDOT UCP DBE Online DBE Directory; 5. Attend FDOT DBE & UCP training on the DBE Program. Periodically, within the state, the FDOT provides training on the DBE program and the UCP to keep airports and other agencies up to speed on changes and updates in both programs. When available and when applicable, MCG staff will attend these training sessions for the Airport(s); 6. Prepare a monthly report for the DBELO on the status of DBE applications and DBE activities. The monthly status report will include the status of DBE applicants, certified DBEs and the date/status of their Annual No Change Affidavit, DBE Inquiries (firms which have shown interest in the DBE program, 3 Prepared by: Montgomery Consulting Group, Inc. Prepared 011: 10 June 2005 Draft Scope of Services DBE Support Services for DBE Implementation Plan Key West International Airport and Florida Keys Marathon Airport Monroe County Airports November 1, 2005 - September 30,2006 but have not formally submitted an application for DBE certification, Closed Applicant Files (applicants that submitted an application, but then never submitted all required documentation) and Denied Applicants (including comments on the reason that the firm could not be certified). The report will also include any and all support services performed in that specific period for the DBE program. Element 2. DBE Outreach Support Services 1. Contact DBE firms in regards to potential DBE contracting opportunities at the airport(s); 2. Identify potential DBE contracting opportunities at the Airport including DBE conCeSSIOnaIreS; 3. Attend pre-proposal conferences to address the goals of the DBE program and provide a listing of the certified DBE firms. Attendance at 3 pre-proposal conferences has been budgeted; 4. Provide DBE Support Services Seminars for DBE firms including, but not limited to explanation of Bid proposals & RFQs, upcoming opportunities for DBEs, DBE Compliance issues & compliance/monitoring forms and completion of Annual No change ;\ it j;:i\'its. Training sessions will be held once a quarter. 4 training sessions/seminars have been budgeted and provide DBE services for the Business to Business mentoring program to assist DBE firms with networking and provide matchmaking between DBE Firms and Non-DBE Firms; 5. Update & maintain the Key West International & Florida Keys Marathon Airports DBE website to include information regarding the DBE program for the purpose of increasing awareness of the DBE program and inclusion of the DBE Directory. DBE Opportunities, the DBE Newsletter and the DBE Directory will also be updated on the website as needed; 6. Development and distribution of an airport (s) DBE Newsletter to highlight DBE firms and current DBE opportunities at the airport(s). An updated distribution list for the newsletter will be created for each newsletter issued to incorporate newly certified DBEs, along with any other new contacts or interested firms. 4 newsletters have been budgeted. 4 Prepared by: Montgomery Consulting Group, Inc. Prepared on: 10 June 2005 Draft Scope of Services DBE Support Services for DBE Implementation Plan Key West International Airport and Florida Keys Marathon Airport Monroe County Airports November 1, 2005 - September 30, 2006 Element 3. DBE Pro2ram .Monitorin2 and Compliance 1. Make recommendations regarding monitoring and reporting recommendations related to DBE goals/good faith effort, DBE program, compliance, and language in requests for proposal, contract documents; and develop a systematic approach for reporting DBE Compliance information to the Airport; and summarize the DBE Program performance on a quarterly basis. 2. Be available to the DBELO for consultation on DBE issues; and 3. Conduct "Good Faith Efforts" audits and contract compliance monitoring for each AIP Project and Make project site visits to investigate actual DBE project participation; 4. Coordinate with the airport's general consultant/engineer on DBE goals/good faith effort, DBE program compliance and language in requests for proposal and contract documents. 5. Prepare the DBE Goal and Methodology including any required updates in accordance with FAA guidelines for next fiscal year for Key West International Airport and Florida Keys Marathon Airport and update the DBE Plan to incorporate changes by the UCP; 6. Prepare a customized DBE Concession plan for Key West International AirpOli and Florida Keys Marathon Airport to address Concessionaire development, regulation, compliance and monitoring; 7. Prepare a draft of the FAA reporting forms for DBE compliance as required by the airport and DBELO. Including, but not limited to annual DBE Concessionaire Awards & Commitments Reports and annual DBE Goal Methodology Updates; 8. Provide assistance to the DBELO in identifying grievance issues and assistance in handling any DBE appeals. 5 Prepared by: Montgomery Consulting Group, Inc. Prepared on: J 0 June 2005 lKE NDEPENDENT KOST ESTIMATES t. O. Bux 46681 :t. Pete Beach :Iorida 33741 (727) 367-2910 August 2, 2005 Ms. Bevette Moore Business Coordinator Airports Business Office 3491 S. Roosevelt Boulevard Key West, Florida 33040 Subject: Key West International Airport Consultant Fee Assessment Dear Ms. Moore: Attached is my assessment of the consultant fees for the proposed DBE Support Services for DBE Implementation Plan for Key West International Airport. This estimate covers all tasks which are included in the scope of services for this project. The estimated consultant fee for the proposed project is $185,330. I am also attaching an invoice for $550 for my services. Please do not hesitate to call should you have any questions regarding my assessment. Thank you for giving me the opportunity to prepare this estimate. If I can be of any service in the future. please let me know. Sincerely, h<~ A. O~ Ikars (lke) A. Cakarn;s Airport Engineer Attachments cd W~S0:L0 900c [0 '6n~ 0T6cL9[: 'ON X~J 3>H: wmu August 2, 200S KEY WEST INTERNATIONAL AIRPORT OBE SUPPORT SERVICE FOR DBE IMPLEMENTATION PLAN INDEPENDENT COST ESTIMATE SUMMARY OF CONSULTANT FEE ESTIMATE 1. DBE Certification Support Services 2. DBE Outreach Support Services 3. OBE Program Monitoring and Compliance 4. Direct Costs TOTAL 1. DBE Certification Support Services Project Manager DOE Specialist ODE Coordinator DBE Outreach ~ Bite. ~ 180 $ 125 $ 22,500 552 7S 41,400 80 47 3,760 40 68 2,720 TOTAL ~d -ON Xl::l..:l S 70,380 $ 62,940 $ 36,570 $ 15,440 S 185,330 $ 70,380 3>11: WO~..:l - 2- 2. OBE Outreach Support Services Hmu:i ~ ~ Project Manager 124 $ 125 $ 1 S, 500 OBE Specialist 192 75 14,400 OBE Coordinator 240 47 11,280 OBE Outreach 320 68 21,760 TOTAL S 62,940 3. OBE Program Monitoring and Compliance Project Manager 120 $ 125 $ 15,000 DBE Specialist 248 75 18,600 OBE Coordinator 40 47 1,880 DBE Outreach 16 68 1,088 TOTAL $ 36,570 4. Direct Costs A Airline Tickets Orlando - Key West 1 2 x $ 400 $ 4,800 8. Lodging 8 nights )( S140/night $ 1,' 20 C. Per Diem 8 days x $40/day $ 320 D. Local Telephone - 12 months x $l00/month $ 1,200 E. Newsletter copying & distribution 4 newsletters )( SSOO/newsletter $ 2,000 F. Miscellaneous - 12 months x $500/month $ 6.000 TOTAL DIRECT COSTS S 15,440 3>H: WO~.:l ij~V(QH(C~ ~HO~ 582Q IKARS A. CAKARNIS P.O. BOX 4'681 ST. PETE BEACH, FL 33741 Ms. Bevette Moore, Business Coordinator Airport Business Office 3491 S. Roosevelt Boulevard Key West. ROOda 33040 n~TI;" OK. ... _IUIN", 811105 Assessment of Consultant fees for the proposed $550.00 DBE Support Services for DBE Implementatioll Plan for Key West International Airport. Soc'.' SKurty No. 538-30-7520 Make check payable to Ilears A. Cakamis Sd ~L0:L0 S00C ~0 '6n~ 0T6CL9~: 'ON X~j 3>H: WO~j IKE INDEPENDENT KOST EsTIMATES P.o. Box 46681 ST. PETE BEACH FLORIDA 3374' TELEPHONE/FAX (727)367-2910 FACSIMILE TRANSMITfAL LETTER DATE AU~LA sf 2. I 2. 005" Be.v~ tie Moore :!>o5" - Zq2. - 3578 To: FAX No: FROM: IKCa. Co..k:D.'r n IS No. Of PAGES INCLUDING COVER: .C; COMMENT/MuSAGE: Id W~S0:L0 S00C ~0 .6n~ 0l6cL9~: .ON X~.::l 3>11: WOCl.::l