COUNTY OF ORANGE MASTER AGREEMENT COUNTY PROCUREMENT OFFICE MODIFICATION

Size: px

Start display at page:

Download "COUNTY OF ORANGE MASTER AGREEMENT COUNTY PROCUREMENT OFFICE MODIFICATION"

Godwin Johns
5 years ago
Views:

COUNTY OF ORANGE MASTER AGREEMENT COUNTY PROCUREMENT OFFICE MODIFICATION FOR INTERNAL COUNTY USE ONLY. THIS IS NOT A LEGAL DOCUMENT. DO NOT DISTRIBUTE TO VENDOR.

1 COUNTY OF ORANGE MASTER AGREEMENT COUNTY PROCUREMENT OFFICE MODIFICATION FOR INTERNAL COUNTY USE ONLY. THIS IS NOT A LEGAL DOCUMENT. DO NOT DISTRIBUTE TO VENDOR. CONTRACT INFORMATION MASTER AGREEMENT NUMBER: MA NOT TO EXCEED AMOUNT: $999,999, Begin Date: 03/29/2012 Record Date: 11/12/2014 Expiration Date: 11/15/2016 Procurement Folder: M Board-Award Date: Procurement Type: COOP - RCA Board Award Number: Replaces Award Document: Modification Date: 11/12/2014 Contract Type: Service Replaced by Award Document: Version Number: 4 Cited Authority: Contract Policy Manual Thresholds Allow COUNTY CONTACTS REQUESTOR: ISSUER: BUYER: LA WANDA CRAWLEY MARIA SIO MARIA SIO N/A LAWANDA.CRAWLEY@OCGOV.COM MARIA.SIO@OCGOV.COM MARIA.SIO@OCGOV.COM CONTRACT DESCRIPTION AGGREGATE - REAL ESTATE APPRAISAL SERVICES OC REGIONAL CONTRACTING ALLIANCE AGREEMENT - THIS IS A COMPETITIVELY BID/NEGOTIATED REGIONAL COOPERATIVE AGREEMENT (RCA) FOR PROFESSIONAL SUPPLEMENTAL REAL ESTATE SERVICES. THIS CONTRACT IS AVAILABLE FOR USE IN ACCORDANCE WITH THE ATTACHED PRICING, TERMS AND CONDITIONS, AND SCOPE OF WORK. PUBLIC ENTITIES UTILIZING THIS RCA SHOULD MAKE THEIR OWN DETERMINATION WHETHER THIS RCA PROGRAM IS CONSISTENT WITH THEIR PROCUREMENT POLICIES AND REGULATIONS. FOR COUNTY INTERNAL USE: COUNTY DEPUTY PURCHASING AGENTS (DPA'S) ARE REQUIRED TO: 1) ISSUE DELIVERY ORDER(S) (DO) IN THE CAPS+ SYSTEM DIRECTLY AGAINST THIS RCA AND REFERENCE THE RCA NUMBER IN THE "EXTENDED DESCRIPTION" FIELD. 2) DEPARTMENTS ARE RESPONSIBLE FOR ENSURING THEIR DO IS IN ACCORDANCE WITH THE TERMS, CONDITIONS, AND PRICING OF THIS RCA AS WELL AS COUNTY POLICY OUTLINED IN THE CONTRACT POLICY MANUAL (CPM). 3) PROVIDE SCOPE OF SERVICES AND INVOICING INSTRUCTIONS TO THE VENDOR AND REQUIRE THAT THE VENDOR REFERENCE THE DO NUMBER ON ALL INVOICES SUBMITTED TO THE COUNTY. 4) FOR ADDITIONAL INFORMATION SEE ATTACHED CONTRACT SUMMARY. SR 03/29/12 RX REASON FOR MODIFICATION Amendment 1 issued to renew Contracts for two additional years. See attached Contract Additional Information for Usage Instructions, Contact Information, and Contract Summary. RQL FF# C VENDOR INFORMATION Name /Address: Contact: VC : CBRE INC JEFF MOORE JAMBOREE RD STE 100 JEFFREY.MOORE@CBRE.COM NEWPORT BEACH, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2016 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES OC CAPS+ F-PR-F0301 MA FORM v1.1 [Rev. March 1, 2011] MASTER AGREEMENT Page Number: 1 of MA Date Printed: November 13, 2014

2 VENDOR INFORMATION Name /Address: Contact: VC : OVERLAND PACIFIC & CUTLER INC KEVIN DONAHUE SCHAUFELE AVE STE 150 LONG BEACH, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2016 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC : LIDGARD AND ASSOCIATES INC SCOTT LIDGARD N SANTIAGO BLVD SLIDGARD@LIDGARDINC.COM ORANGE, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2016 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC : BTI APPRAISAL BEN F TUNNELL W OLYMPIC BLVD STE 820 BEN@BTIAPPRAISAL.COM LOS ANGELES, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2016 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC : TIMOTHY J CULLEN TIM CULLEN DBA CALIFORNIA COMMERCIAL APPR PO BOX TIMCULLEN@CALIFORNIACOMMERCIALAPPRAISERS.COM SAN DIEGO, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2014 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES OC CAPS+ F-PR-F0301 MA FORM v1.1 [Rev. March 1, 2011] MASTER AGREEMENT Page Number: 2 of MA Date Printed: November 13, 2014

3 VENDOR INFORMATION Name /Address: Contact: VC : GEORGE HAMILTON JONES INC CASEY JONES EXT: LIDO PARK DR STE D CASEY@GHJ-INC.COM NEWPORT BEACH, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2014 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC : THE HEATH GROUP SEAN HEATH W BERNARDO CT SEAN@HEATH-GROUP.COM SAN DIEGO, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2014 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC : ELIZABETH M KILEY INC SARAH PHILLIPS DBA KILEY COMPANY DOW AVE STE E SPHILLIPS@KILEYCOMPANY.COM TUSTIN, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2016 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC : PACIFIC REAL ESTATE CONSULTANT PETER FINNERTY BRISTOL ST N STE 210 PACRECON@PACBELL.COM NEWPORT BEACH, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2016 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES OC CAPS+ F-PR-F0301 MA FORM v1.1 [Rev. March 1, 2011] MASTER AGREEMENT Page Number: 3 of MA Date Printed: November 13, 2014

4 VENDOR INFORMATION Name /Address: Contact: VC : PARKCENTER CONSULTANTS INC CLAY HARRIS DBA PARKCENTER REALTY ADVISORS N PARKCENTER DR STE 210 CHARRIS@PARKCNTR.COM SANTA ANA, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2014 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC : RIGGS & RIGGS INC BRYAN RIGGS VALLEY FAIR ST STE 207 BRIIGGS@RIGGSANDRIGGSINC.COM SIMI VALLEY, CA COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total $0.00 $ /29/ /15/2016 $0.00 $0.00 $0.00 Commodity Code: Appraisal Services, Real Estate APPRAISAL SERVICES RENEWAL PERIODS Renewal Period Length 1 - YEARS Effective Begin Date Expiration Date 11/16/ /15/2018 AUTHORIZED FUNDING SOURCES Department ALL No Limit Spending Limit YES $ OC PUBLIC WORKS YES $ COUNTY EXECUTIVE OFFICE YES $0.00 APPROVALS Date Approver Approval Level Status Before Status After 11/12/ :00:59 PM kasten.kathleen1 4 Pending Approved OC CAPS+ F-PR-F0301 MA FORM v1.1 [Rev. March 1, 2011] MASTER AGREEMENT Page Number: 4 of MA Date Printed: November 13, 2014

5 CONTRACT ADDITIONAL INFORMATION REAL ESTATE APPRAISAL SERVICES MA USAGE INSTRUCTIONS: FOR COUNTY INTERNAL USE: COUNTY DEPUTY PURCHASING AGENTS (DPA'S) ARE REQUIRED TO: 1) CREATE DELIVERY ORDER(S) (DO) IN THE CAPS+ SYSTEM DIRECTLY AGAINST THIS RCA. 2) REFERENCE THE RCA NUMBER IN THE "EXTENDED DESCRIPTION" TEXT FIELD OF THE CAPS+ DOCUMENT. 3) IN THE HEADER OF THE CAPS+ PAGES, IN THE REPORTING SECTION, REPORTING 2 FIELD, SELECT TO INDICATE REAL ESTATE APPRAISAL SERVICES. 4) DEPARTMENTS ARE RESPONSIBLE FOR ENSURING THEIR DO IS IN ACCORDANCE WITH THE TERMS, CONDITIONS, AND PRICING OF THIS RCA AS WELL AS COUNTY POLICIES AS OUTLINED IN THE CONTRACT POLICY MANUAL (CPM). 5) PROVIDE BILLING LOCATION AND INVOICING INSTRUCTIONS TO THE VENDOR AND REQUIRE THAT THE VENDOR REFERENCE THE DO NUMBER ON ALL INVOICES SUBMITTED TO THE COUNTY. CONTACT INFORMATION: CEO/REAL ESTATE CONTACT: LA WANDA CRAWLEY PHONE: (714) lawanda.crawley@ocgov.com CEO/CPO CONTACT: MARIJO SIO PHONE: (714) FAX: (714) marijo.sio@ocgov.com CONTRACTOR CONTACTS: BTI APPRAISAL VC ATTN: BEN F. TUNNELL III PHONE: ben@btiappraisal.com CBRE INC. VC ATTN: JEFF MOORE PHONE: jeff.moore@cbre.com ELIZABETH M. KILEY INC. DBA KILEY COMPANY VC ATTN: ELIZABETH M. KILEY PHONE: bkiley@kileycompany.com LIDGARD AND ASSOCIATES INC. VC ATTN: SCOTT A. LIDGARD PHONE: scott@lidgardinc.com

6 CONTRACT ADDITIONAL INFORMATION REAL ESTATE APPRAISAL SERVICES MA OVERLAND PACIFIC & CUTLER INC. VC ATTN: KEVIN DONAHUE PHONE: PACIFIC REAL ESTATE CONSULTANTS VC ATTN: PETER B. FINNERTY PHONE: RIGGS & RIGGS INC. VC ATTN: BRYAN RIGGS PHONE: CONTRACT SUMMARY: MA , 03/29/2012 THROUGH AND INCLUDING 11/15/2014 MA , 11/16/2014 THROUGH AND INCLUDING 11/15/2016 ORIGINAL CONTRACT RENEWAL MODIFICATION HISTORY: VERSION 1 - ORIGINAL CONTRACT S. ROMERO 03/29/2012 VERSION 2 MODIFICATION ISSUED TO CORRECT AUTHORIZED FUNDING SOURCE AND THE CONTRACT EXTENDED DESCRIPTION. S. ROMERO 10/23/2012 VERSION 3 MODIFICATION ISSUED TO ADD AUTHORIZED DEPARTMENT 017. D. TEMPLE 07/01/2014 VERSION 4 AMENDMENT 1 ISSUED TO RENEW CONTRACT FOR 2 ADDITIONAL YEARS EFFECTIVE 11/16/2014 THROUGH AND INCLUDING 11/15/2016. M.SIO 11/12/2014 RQL

Bulk Propane Contract - Overview

Bulk Propane Contract - Overview Delivery of propane DESCRIPTION Serves specific facilities where the estimated usage is a minimum of 10,000 cubic feet Storage tanks may be customer owned or provided by