CN-550000-BED30-00110000.pdf

STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION

TASK WORK ORDER FOR

MASTER UNIVERSITY AGREEMENT

AMENDMENT

375-040-81

PROCUREMENT

OGC - 11/12

Master Agreement #:

BED30

Cost Center # - Task Work Order #:

943 - 02

Amendment #:

University:

Florida State University Task Work Order Description:

This Task Work Order Amendment pertains to modifying the Scope of Services to remove research assistance with StarMetro's Transit Development Plan (TDP) and replace it with assistance with the Equal Employment Opportunity Policy.

This project pertains to the FSU Fellows program. See Amended Scope of Services with changes.

The effective date of this amendment is the date the Department signs the amendment, unless otherwise stated within the amendment.

Check all applicable terms

The time for completion of services for the subject task work order is extended thru .

The subject task work order is hereby canceled (no work has been performed and no payment is due).

The total amount for services performed under this task work order is increased by $ .

The additional funds will be allocated as defined in the attached revised Exhibit B, Method of Compensation.

The total amount for services performed under this task work order is decreased by $ .

The decrease in funds will be allocated as defined in the attached revised Exhibit B, Method of Compensation.

There is no increase/decrease in the task work order amount. Funds are only redistributed between compensation elements as defined in the attached revised Exhibit B, Method of Compensation.

The Scope of Service is hereby amended, attached hereto, and incorporated herein.

Other:

Department Contact:

Name: Chris A. Wiglesworth Phone: 850-414-4532

Office: Transit Office Email: chris.wiglesworth@dot.state.fl.us

Departmental Approval:

Gabrielle Matthews Rail and Transit Manager (Name) (Title) (Signature) (Date)

University Acceptance:

(Name) (Title) (Signature) (Date)

Legal Review:

Stacey Patterson Vice President for Research 10/18/2023 Susan Fell for Stacey Patterson

Digitally signed by Susan Fell for Stacey Patterson Date: 2023.10.18 05:45:21 -04'00'

DocuSign Envelope ID: 24E82890-A268-49A1-90CF-774E76B0AFFD

10/18/2023 | 8:54 AM EDT

Exhibit A Scope of Services

BED30-943-02

Amendment 1

Identifying and Implementing Best Practice Policies for Transit Plan Updates In a Mid-Sized Community

FDOT Project Manager: Chris A. Wiglesworth FM No. 414829-11-4-01 Consultant Principal Investigator: Jeffrey Brown Task Work Order: 2 End Date: 08/09/2024 Contract Amount: $61,801.66

Project Summary This project, conducted by the Florida State University Department of Urban and Regional Planning, will provide the opportunity for two FSU planning graduate students (hereafter referred to as the team members) who are interested in becoming future transit professionals with the opportunity to identify and implement best practice policies for transit plan updates in Tallahassee. The team members will be placed with StarMetro in Tallahassee where they will work with StarMetro staff on a day-to-day basis to learn and apply transit operations techniques and practices. The team members will meet monthly with the Principal Investigator to discuss their activities and accomplishments.

All services and deliverables will be completed by August 9, 2024. The project team will complete the following tasks:

1) Identify Best Practice Guidance for Updating Transit Plans

2) Provide Technical Support for Updating Transit Plans

3) Develop and Assess Service Deployment Options

4) Present results in a PowerPoint Presentation of this work to StarMetro and

Florida Department of Transportation Public Transit Office staff.

Supporting Tasks and Deliverables The project will consist of the following tasks:

Task 1: Identify Best Practice Guidance for Updating Transit Plans:

The team members will consult Federal Transit Administration guidance documents, research other agency plans, and review prior StarMetro plans related to the Title VI Plan and the Transit Development Plan and its associated Annual Progress Report Equal Employment Opportunity (EEO) Policy. The team members will use these reviews to identify critical insights and strategies for potential inclusion in the plan updates discussed in Task 2.

Deliverable for Task 1:

The team members will submit a Task 1 status report that lists and briefly describes all work completed for StarMetro.

Task 2: Provide Technical Support for Updating Transit Plans:

The team members will support StarMetro staff in the preparation of the Title VI Plan update and Transit Development Plan and its associated Annual Progress Report Equal Employment Opportunity (EEO) Policy. As part of this task, the team members will use Remix software and any necessary GIS software packages to provide required maps and generate analyses of map-depicted phenomena. The team members will support staff in the identification and review of Goals and Objectives relevant to the plans and will provide analysis permitting the quantification of relevant planning outcomes.

Deliverable for Task 2:

The team members will submit a Task 2 status report that lists and briefly describes all work completed for StarMetro.

Task 3: Develop and Assess Service Deployment Options:

The team members will use TBEST software to develop and assess service deployment options for the Southside of Tallahassee related to the HOPE Study Southside Action Plan developed by Nelson Nygaard. The team members will use TBEST software to develop service deployment options based on the feedback provided by Southside residents through the HOPE study. The team members will identify criteria that might be used to assess the service deployment options and will rank order the options based on a consideration of their relative strengths and weaknesses related to these criteria.

Deliverable for Task 3:

The team members will submit a Task 3 status report that lists and briefly describes all work completed for StarMetro.

Task 4: Present results in a PowerPoint presentation of this work to StarMetro and Florida Department of Transportation Public Transit Office staff:

The team members will compile the results of Tasks 1-3 into a PowerPoint presentation to be made to FDOT staff, StarMetro staff, and other interested parties.

Deliverable for Task 4:

The Team will submit a 15-20-minute PowerPoint presentation that will be delivered to FDOT staff, StarMetro staff, and other interested parties by August 9, 2024.

Deliverables Deliverables will be electronic documents provided to FDOT in both Word and PDF formats. The FDOT project manager will be allowed at least 2 weeks to review and approve all deliverables. Payments and invoices will follow the schedule outlined in the Method of Compensation in Exhibit B, attached.

Project Team

Jeffrey Brown, Principal Investigator. Brown will serve as the principal investigator on the project.

Graduate Student 1 Graduate student 1 will contribute to Tasks 1 through 4

Graduate Student 2 Graduate student 2 will contribute to Tasks 1 through 4

Project Budget

The project will be a lump sum percent complete based on the deliverables and task percentages identified in Exhibit B (see attached), Method of Compensation.

Travel Not applicable.

Miscellaneous Expenses Not Applicable.

Project Schedule

This project will begin on the execution of the Task Work order. All services and deliverables will be completed by August 9, 2024.

1 2 3 4 5 6 7 8 9 10 11 12 13

Aug. 2023 Sept. 2023 Oct. 2023 Nov. 2023 Dec. 2023 Jan. 2024 Feb. 2024 Mar. 2024 Apr. 2024 May 2024 June 2024 July 2024 Aug. 2024

Task 1 Identify Best Practice Guidance for Updating Transit Plans

Task 2 Provide Technical Support for Updating Transit Plans

Task 3 Develop and Assess Service Deployment Options

Task 4: Present results in a PowerPoint Presentation of this work to StarMetro and Florida Department of Transportation Public Transit Office staff.

Task/Month

Budget Detail

OFFICE/SECTION OR DEPT: PTO DURATION OF CONTRACT: 12 months PRINCIPAL INVESTIGATOR: Jeffrey Brown

Project Role Rate Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost

A. SALARIES

Jeffrey Brown Principal Investigator n/a 0 0 0 0 0 $0.00 Total Salaried Labor with Fringe 0 0 0 0 0 $0.00

B. OTHER PERSONEL SERVICES

Graduate Student 1 $26.370 256 $6,750.72 256 $6,750.72 336 $8,860.32 16 $421.92 864 $22,783.68 Graduate Student 2 $26.370 256 $6,750.72 256 $6,750.72 336 $8,860.32 16 $421.92 864 $22,783.68 Fringe for Graduate Students (.4%) $54.01 $54.01 $70.88 $3.38 $182.27 Health Insurance Subsidy (University-mandated) $1,845.85 $1,845.85 $3,691.70 Total OPS with Fringe 512 $15,401.30 512 $15,401.30 672 $17,791.52 32 $847.22 1,728 $49,441.33

C. TOTAL OPERATING EXPENSES

Miscellaneous (postage, telephone, supplies, etc.) $0.00 Travel $0.00 Graduate Student Tuition $0.00 $0.00 $0.00 $0.00 $0.00

D. TOTAL DIRECT COSTS 512 $15,401.30 512 $15,401.30 672 $17,791.52 32 $847.22 1,728 $49,441.33 E. TOTAL INDIRECT COSTS @25% (per MUA) $3,850.32 $3,850.32 $4,447.88 $211.80 $12,360.33

F. TOTAL BUDGET $19,251.62 $19,251.62 $22,239.40 $1,059.02 $61,801.66

Budget Summary

Total Salary $0.00 Other Personnel Services $49,441.33 Miscellaneous (postage, telephone, supplies, etc.) $0.00 Travel $0.00 Graduate Student Tuition $0.00 Total Expenses $0.00 Subtotal $49,441.33 Indirect Cost @ 25% $12,360.33

TOTAL $61,801.66

PROPOSED BUDGET: Identifying and Implementing Best Practice Policies for Transit Plan Updates In a Mid-Sized Community

Date

Task 1 - 16 weeks Task 2 - 16 weeks Task 4 - 1 week TotalTask 3 - 12 weeks

STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION

TASK WORK ORDER FOR

MASTER UNIVERSITY AGREEMENT

375-040-80

PROCUREMENT

OGC – 07/14

Master Agreement #:

BED30

Cost Center # - Task Work Order #:

943 - 02

University:

Florida State University (FSU) Task Work Order Description:

This Task Work Order is to support the 2023-24 FDOT FSU Transit Fellows Program (for graduate students), which will assist Star-Metro Transit to conduct research involving Guidance for Updating Transit Plans and Assessing Service Deployment Options. See attached Scope of Services for more information.

The start date of this task work order is:

Upon execution of the Task Work Order by the Department.

Issuance of a Notice to Proceed.

As specified in Exhibit A (Scope of Service).

In accordance with the above referenced contract, you are authorized to perform the tasks detailed in attached Exhibit A (Scope of Services). All services required under this Task Work Order will be completed by:

8/9/2024 or the end date of the Master Agreement, whichever occurs first.

For the required services, compensation shall be $ 61,801.66 as described in the attached Exhibit B (Method of Compensation).

Fund Type:

State Funds Federal Funds

Applicable Appendices: (If checked, Appendix must be attached to the TWO)

Appendix 1 Terms for Federal Aid Contracts Appendix 2 Terms for Information Technology Resources Appendix 3 Terms for Federal Transit Administration Other:

Note: Master University Agreement cannot be used for grant disbursement to subrecipients

Department Contact:

Name: Chris A. Wiglesworth Phone: 850-414-4532

Office: Transit Email: chris.wiglesworth@dot.state.fl.us

Departmental Approval:

Gabrielle Matthews Rail and Transit Manager (Name) (Title) (Signature) (Date)

University Acceptance:

(Name) (Title) (Signature) (Date)

Legal Review:

Dr. Stacey Patterson Vice President for Research 7/28/23 Rose Driber for Stacey Patterson, VP for Research

Digitally signed by Rose Driber for Stacey Patterson, VP for Research Date: 2023.07.28 10:03:18 -04'00'

Exhibit A Scope of Services

BED30-943-02

Identifying and Implementing Best Practice Policies for Transit Plan Updates

In a Mid-Sized Community

FDOT Project Manager: Chris A. Wiglesworth FM No. 414829-11-4-01 Consultant Principal Investigator: Jeffrey Brown Task Work Order: 2 End Date: 08/09/2024 Contract Amount: $61,801.66

Project Summary This project, conducted by the Florida State University Department of Urban and Regional Planning, will provide the opportunity for two FSU planning graduate students (hereafter referred to as the team members) who are interested in becoming future transit professionals with the opportunity to identify and implement best practice policies for transit plan updates in Tallahassee. The team members will be placed with StarMetro in Tallahassee where they will work with StarMetro staff on a day-to-day basis to learn and apply transit operations techniques and practices. The team members will meet monthly with the Principal Investigator to discuss their activities and accomplishments.

All services and deliverables will be completed by August 9, 2024. The project team will complete the following tasks:

1) Identify Best Practice Guidance for Updating Transit Plans

2) Provide Technical Support for Updating Transit Plans

3) Develop and Assess Service Deployment Options

4) Present results in a PowerPoint Presentation of this work to StarMetro and

Florida Department of Transportation Public Transit Office staff.

Supporting Tasks and Deliverables The project will consist of the following tasks:

Task 1: Identify Best Practice Guidance for Updating Transit Plans:

The team members will consult Federal Transit Administration guidance documents, research other agency plans, and review prior StarMetro plans related to the Title VI Plan and the Transit Development Plan and its associated Annual Progress Report. The team members will use these reviews to identify critical insights and strategies for potential inclusion in the plan updates discussed in Task 2.

Deliverable for Task 1:

The team members will submit a Task 1 status report that lists and briefly describes all work completed for StarMetro.

Task 2: Provide Technical Support for Updating Transit Plans:

The team members will support StarMetro staff in the preparation of the Title VI Plan update and Transit Development Plan and its associated Annual Progress Report. As part of this task, the team members will use Remix software and any necessary GIS software packages to provide required maps and generate analyses of map-depicted phenomena. The team members will support staff in the identification and review of Goals and Objectives relevant to the plans and will provide analysis permitting the quantification of relevant planning outcomes.

Deliverable for Task 2:

The team members will submit a Task 2 status report that lists and briefly describes all work completed for StarMetro.

Task 3: Develop and Assess Service Deployment Options:

The team members will use TBEST software to develop and assess service deployment options for the Southside of Tallahassee related to the HOPE Study Southside Action Plan developed by Nelson Nygaard. The team members will use TBEST software to develop service deployment options based on the feedback provided by Southside residents through the HOPE study. The team members will identify criteria that might be used to assess the service deployment options and will rank order the options based on a consideration of their relative strengths and weaknesses related to these criteria.

Deliverable for Task 3:

The team members will submit a Task 3 status report that lists and briefly describes all work completed for StarMetro.

Task 4: Present results in a PowerPoint presentation of this work to StarMetro and Florida Department of Transportation Public Transit Office staff:

The team members will compile the results of Tasks 1-3 into a PowerPoint presentation to be made to FDOT staff, StarMetro staff, and other interested parties.

Deliverable for Task 4:

The Team will submit a 15-20-minute PowerPoint presentation that will be delivered to FDOT staff, StarMetro staff, and other interested parties by August 9, 2024.

Deliverables Deliverables will be electronic documents provided to FDOT in both Word and PDF formats. The FDOT project manager will be allowed at least 2 weeks to review and approve all deliverables. Payments and invoices will follow the schedule outlined in the Method of Compensation in Exhibit B, attached.

Project Team

Jeffrey Brown, Principal Investigator. Brown will serve as the principal investigator on the project.

Graduate Student 1 Graduate student 1 will contribute to Tasks 1 through 4

Graduate Student 2 Graduate student 2 will contribute to Tasks 1 through 4

Project Budget

The project will be a lump sum percent complete based on the deliverables and task percentages identified in Exhibit B (see attached), Method of Compensation.

Not applicable.

Miscellaneous Expenses Not Applicable.

Project Schedule

This project will begin on the execution of the Task Work order. All services and deliverables will be completed by August 9, 2024.

1 2 3 4 5 6 7 8 9 10 11 12 13

Aug. 2023 Sept. 2023 Oct. 2023 Nov. 2023 Dec. 2023 Jan. 2024 Feb. 2024 Mar. 2024 Apr. 2024 May 2024 June 2024 July 2024 Aug. 2024

Task 1 Identify Best Practice Guidance for Updating Transit Plans

Task 2 Provide Technical Support for Updating Transit Plans

Task 3 Develop and Assess Service Deployment Options

Task 4: Present results in a PowerPoint Presentation of this work to StarMetro and Florida Department of Transportation Public Transit Office staff.

Task/Month

Budget Detail

OFFICE/SECTION OR DEPT: PTO DURATION OF CONTRACT: 12 months PRINCIPAL INVESTIGATOR: Jeffrey Brown

Project Role Rate Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost

A. SALARIES

Jeffrey Brown Principal Investigator n/a 0 0 0 0 0 $0.00 Total Salaried Labor with Fringe 0 0 0 0 0 $0.00

B. OTHER PERSONEL SERVICES

Graduate Student 1 $26.370 256 $6,750.72 256 $6,750.72 336 $8,860.32 16 $421.92 864 $22,783.68 Graduate Student 2 $26.370 256 $6,750.72 256 $6,750.72 336 $8,860.32 16 $421.92 864 $22,783.68 Fringe for Graduate Students (.4%) $54.01 $54.01 $70.88 $3.38 $182.27 Health Insurance Subsidy (University-mandated) $1,845.85 $1,845.85 $3,691.70 Total OPS with Fringe 512 $15,401.30 512 $15,401.30 672 $17,791.52 32 $847.22 1,728 $49,441.33

C. TOTAL OPERATING EXPENSES

Miscellaneous (postage, telephone, supplies, etc.) $0.00 Travel $0.00 Graduate Student Tuition $0.00 $0.00 $0.00 $0.00 $0.00

D. TOTAL DIRECT COSTS 512 $15,401.30 512 $15,401.30 672 $17,791.52 32 $847.22 1,728 $49,441.33 E. TOTAL INDIRECT COSTS @25% (per MUA) $3,850.32 $3,850.32 $4,447.88 $211.80 $12,360.33

F. TOTAL BUDGET $19,251.62 $19,251.62 $22,239.40 $1,059.02 $61,801.66

Budget Summary

Total Salary $0.00 Other Personnel Services $49,441.33 Miscellaneous (postage, telephone, supplies, etc.) $0.00 Travel $0.00 Graduate Student Tuition $0.00 Total Expenses $0.00 Subtotal $49,441.33 Indirect Cost @ 25% $12,360.33

TOTAL $61,801.66

PROPOSED BUDGET: Identifying and Implementing Best Practice Policies for Transit Plan Updates In a Mid-Sized Community

Date

Task 1 - 16 weeks Task 2 - 16 weeks Task 4 - 1 week TotalTask 3 - 12 weeks

Exhibit B – Method of Compensation Project # BED30-943-02

1.0 Purpose:

This Exhibit defines the limits of compensation to be made to the University for the services set forth in Exhibit A and the method by which payment shall be made.

2.0 Compensation:

For the satisfactory performance of services details in Exhibit A, the University shall be paid a Maximum Amount of $61,801.66 The Maximum Amount consists of the following amounts:

Task 1 Deliverable (Lump Sum) $ 19,251.62 Task 2 Deliverable (Lump Sum) $ 19,251.62 Task 3 Deliverable (Lump Sum) $ 22,239.40 Task 4 Deliverable (Lump Sum) $ 1,059.02

3.0 Progress Payments:

The University shall submit an invoice upon acceptance and approval of the final version of each task deliverable in a format acceptable to the Department (see section 4.0). Lump sum payments shall be made to the University for the satisfactory completion of each task and approval by the Department of each task deliverable. Payment for travel and indirect cost on travel shall be made to the University in accordance with Section 112.061, F.S. which requires the use of the Department’s Consultant Travel Form. The travel form and all travel documentation to support the travel costs shall be submitted the Department for payment.

Invoices and travel forms shall be submitted to:

The Florida Department of Transportation Chris Wiglesworth 605 Suwannee Street, MS 26 Tallahassee, FL 32399

The Department will allow itself ten (10) working days for approval from receipt of final deliverable. Invoice shall be submitted only after final deliverable has been accepted and approved.

4.0 Invoice Forms:

The invoice must be on letterhead and at a minimum, include the following information:

1) Date of invoice;

2) FDOT Contract Manager's name and billing address;

3) Contract/project name;

4) FDOT contract/TWO number;

5) Service period of invoice and task(s)/deliverable(s) description;

6) The name of the Principal Investigator(s);

7) Total payment amount requested and amount paid to date;

8) Authorized signature of Provider;

9) Date of signature;

10) Provider’s address and complete payment information including the name, phone number;

and email address of a person to contact for questions regarding the invoice.

5.0 Financial Consequences:

Payment shall be made only after receipt and approval of goods and services unless advance payments are authorized by the Chief Financial Officer of the State of Florida under Chapters 215 and 216, Florida Statutes. If the Department determines that the performance of the Participant is unsatisfactory, the Department shall notify the Participant of the deficiency to be corrected, which correction shall be made within a time-frame to be specified by the Department. The Participant shall, within five days after notice from the Department, provide the Department with a corrective action plan describing how the Participant will address all issues of contract non-performance, unacceptable performance, failure to meet the minimum performance levels, deliverable deficiencies, or contract non-compliance. If the corrective action plan is unacceptable to the Department, the Participant shall be assessed a non-performance retainage equivalent to 10% of the total invoice amount. The retainage shall be applied to the invoice for the then-current billing period. The retainage shall be withheld until the Participant resolves the deficiency. If the deficiency is subsequently resolved, the Participant may bill the Department for the retained amount during the next billing period. If the Participant is unable to resolve the deficiency, the funds retained may be forfeited at the end of the Agreement’s term.

6.0 Details of Costs and fees:

Details of costs and fees for the performance of the Vendor’s services are attached as Exhibit "A", attached hereto and made a part hereof.

7.0 Tangible personal property:

If this contract includes the purchase of Tangible Personal Property as defined in Chapter 273, F.S., and is acquired in accordance with Rule 60A-1.017, Florida Administrative Code, then specific property(ies) and line item cost(s) is (are) detailed in Exhibit A, and will be subsequently transferred to and controlled by the Department upon completion of services or end of the contract, whichever occurs first. Upon receipt of property, the Vendor shall forward to the Department a copy of the purchase invoice/property description/serial number and date of receipt. The Department will forward inventory control label(s) to be affixed to all property.

The Vendor will accommodate physical inventories required by the Department.

COST ANALYSIS REQUIRED BY SECTION 216.3475. FLORIDA STATUTES

Section 216.3475, F.S., requires agencies to maintain records to support a cost analysis for service agreements, executed on or after July 1, 2010, which were awarded on a noncompetitive basis. Detailed budgets are required to be submitted by the person or entity awarded funding in excess of Category II and must be reviewed by the agency. The attached Cost Analysis form and instructions are to be used to document an agency’s review of the detailed budget. If an agency already has an existing form which it desires to use, the form must be submitted to the Bureau for review and approval.

The completed cost analysis is to be maintained in the contract manager’s contract file.

The cost analysis form is required to be submitted to the Bureau when submitting agreements with a value of $750,000 or more.

Contact the Bureau of Auditing at (850) 413-5512 for questions regarding this memorandum.

COST ANALYSIS INSTRUCTIONS FOR NON-COMPETIVELY PROCURED

AGREEEMENTS IN EXCESS OF CATEGORY II

1. Agencies must complete a cost analysis worksheet for the original contract and any amendment that affects the amount of compensation and/or the level of services provided.

2. Each separate line item must be evaluated to determine whether the cost is allowable, reasonable and necessary. Each miscellaneous cost must be specifically identified.

3. To be allocated to a program, a cost must be related to the services provided. If the cost benefits more than one program, a determination must be made that the cost is distributed in a reasonable and consistent manner across all benefiting programs.

4. To be allowable, a cost must be allowable pursuant to state and federal expenditure laws, rules and regulations and authorized by the agreement between the state and the provider.

5. To be reasonable, a cost must be evaluated to determine that the amount does not exceed what a prudent person would incur given the specific circumstances.

6. To be necessary, a cost must be essential to the successful completion of the program.

7. Indirect costs/overhead should be evaluated to determine that the rate is reasonable.

8. Agencies must retain documentation in agency files to support the conclusions reached as shown on the Cost Analysis for Non-Competitively Procured Agreements in Excess of Category II form.

COST ANALYSIS FOR NON-COMPETITIVELY PROCURED AGREEMENTS IN

EXCESS OF CATEGORY II

Line Item Budget Category

Amount % Allocated to this Agreement

Allowable Reasonable Necessary

Salaries Fringe Benefits

$49,441.33 80% Yes Yes Yes

Equipment Utilities

Miscellaneous

Indirect cost/overhead

$12,360.33 20% Yes Yes Yes

TOTAL $61,801.66 100% Yes Yes Yes

CERTIFICATION:

I certify that the cost for each line item budget category has been evaluated and determined to be allowable, reasonable, and necessary as required by Section 216.3475, F.S. Documentation is on file evidencing the methodology used and the conclusions reached.

Name: Chris A. Wiglesworth

Signature

Title: Planning Administrator

Date: 10/16/2023