KIMLEY-HORN_INVOICE_30990817_MPD0554-24_H94.3 January(PV Shared-Use Path ).pdf
PDF 1 MB Posted
- Attached to
- Master Agreement AZ|CTR060474
- Contract number
- CTR060474
- Issued by
- Arizona
About this file
This document is a compilation of invoicing and progress reporting materials for the Prescott Valley Shared Use Path Study, a transportation planning project involving the Arizona Department of Transportation (ADOT), Kimley-Horn and Associates, Inc. as the prime contractor, and Alta Planning + Design as a subconsultant. The project is tracked under MPD Tracking Number MPD0554-24 and is funded through FHWA (Federal Highway Administration), with a total project award of $376,533.87.
The contract involves active transportation planning services, with work divided into nine primary tasks including project management, public involvement, inventory of current conditions, future conditions forecasting, and report development. The current invoice (Invoice No. 30990817) represents a billing of $17,872.33 for work completed through January 31, 2025, covering labor hours from various team members across different project tasks. The project has a 0.00% Disadvantaged Business Enterprise (DBE) goal, and no DBE subcontractors are participating. Progress to date includes project coordination, data collection, developing working paper outlines, and initial stakeholder engagement, with anticipated next steps involving continued analysis, field reviews, and draft working paper submissions.
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No Partial - In Progress
0.00% 0
Billing Start Date
1/1/2025 Billing
End Date 1/31/2025
Originally Awarded
Budget Amount
Approved Modifications
Amount
Total Awarded Budget
$ Invoiced Previously
$ Rejected or Disallowed on
Previous Invoices
$ Remaining Project Budget (Total
Awarded - $ Invoiced Previously + $
Rejected on Prev.
Invoices)
$ Paid by ADOT Previously
Purchase Order Balance Prior to
This Invoice (Total Awarded -
$ Paid)
$ Invoiced Today
$ Disallowed ($ Invoiced
Exceeds Remaining
Budget)
Net Amount Due for
This Invoice
Balance After This Invoice
350,026.80$ 373,933.87$ 19,417.70$ 354,516.17$ 19,417.70$ 354,516.17$ 17,872.33$ -$ $ 17,872.33 $ 336,643.84
4,615.79$ 2,600.00$ 861.75$ 1,738.25$ 861.75$ 1,738.25$ -$ $ - $ 1,738.25
TOTALS 354,642.59$ -$ 376,533.87$ 20,279.45$ -$ 356,254.42$ 20,279.45$ 356,254.42$ 17,872.33$ -$ 17,872.33$ 338,382.09$
Date Signed / Invoice Date
2/20/2025
Date Signed / Invoice Date
Phone Number Phone
Number
Please leave blank
Submitter: I hereby certify / confirm the above statements Optional 2nd Submitter: I hereby certify / confirm the above statements
This section is only applicable to the FINAL reimbursement request submission - Please leave blank.
Pursuant to 2 CFR 200.415: By signing this report, I certify to the best of my knowledge and belief that the report is true, complete, and accurate, and the expenditures, disbursements and cash receipts are for the purposes and objectives set forth in the terms and conditions of the Federal award. I am aware that any false, fictitious, or fraudulent information, or the omission of any material fact, may subject me to criminal, civil or administrative penalties for fraud, false statements, false claims or otherwise. (U.S.
Code Title 18, Section 1001 and Title 31, Sections 3729-3730 and 3801-3812).
I Confirm DBE Goal Committment was made for the Project and No AZ DBE Firms Participated.
I certify that my typed in signature below is a legally-binding signature.
Please Leave Blank
Chris Joannes SignatureSignature
Chris Joannes@kimley-horn.com 480-407-4659 Email AddressEmail Address
ADOT PROGRAM/PROJECT MANAGER REVIEW
Invoicing aligns with Progress and Awarded Budget / Pricing
Support Documents align to Invoice and adequately supports costs
Status Reason for Rejection
Progress toward Scope aligns with Awarded Requirements Invoice Approved
Invoice Rejected
Confirmed - Zero DBE SubContractors performed work on the Project
Please Leave Blank
ADOT PM Signature RequiredTravel charges are in accordance with State/ADOT Policy
White Field with RED Text =
Urgent Information
Pink with Red Text = Entry/Correction Required Pale Orange = Form Calculated field
Teal = Label Only - Do not Enter Text
Grey = Disregard Field
FMS PROCESSING - SECTION RESERVED FOR FMS PROCESSING
Invoice Received for Processing Please Leave Blank
Date Received by Optional Comment Optional NoteDate Received by
Billing Summary / Reimbursement Request For use by: Vendors / Contractors / Suppliers of MPD
(Version 07/01/2023)
Ruth Garcia Project Title
(For Research Project add SPR Number)
Prescott Valley Shared Use Path Study MPD Tracking Number
{Use Format: MPDnnnn-yy};
{RTAP use " MPDRTAP-yy"}
MPD0554-24ADOT PM Name
Prime Contractor Firm Name Kimley-Horn and Associates, Inc.
Is the Prime an AZ Certified
DBE?
Project Status
(Select from Drop Down) Purchase Order Number PO0000709071
Chris.Joannes@Kimley-horn.com Please Leave Blank
Prime PM Name (Notify if Unaccepted / Rejected / Paid)
Chris Joannes DBE Commitment % How many DBE Subcontractors performed on the Project?
Invoice Number 30990817
Please Leave BlankPrime PM Email
Federal Funding for this Project (Locate in PO Reference/Description text)
FHWA
Submitter Certification (Required with Every Invoice)
The ADOT Project Manager is required to review for each of these items.
By approving this invoice, you certify these requirements are met
White Field = Entry in Field Permitted
Pink Field = Mandatory Field
SUMMARY OF WORK FOR WHICH PAYMENT IS REQUESTED
Task or Deliverable Description from PO Line (Identifies which PO line(s) should be received for this submission) Additional Optional Information
Task 1 Active Transportation Planning
Task 2 Travel
Area Reserved Color Key
Docusign Envelope ID: 4095D789-35C9-483B-9E4C-679C2388C51B
X
02/20/2025
Enter Date Received by MPD and Receipt Number REC #1623714
Accounts Payable DocuSign AP RECEIVED 2/21/252/21/2025 mailto:Chris.Joannes@Kimley-horn.com mailto:Chris.Joannes@Kimley-horn.com mailto:Taylor.Dunkle@kimley-horn.com mailto:Taylor.Dunkle@kimley-horn.com mailto:Chris.Joannes@Kimley-horn.com
Prime Firm Name DBE % 0.00%
Task No
Awarded $ Functional Role Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual
Michael Grandy* Principal 3.0 1.0 6.0 4.0 6.0 16.0 6.0 4.0 2.0 Chris Joannes* Project Manager 98.0 5.5 4.0 30.0 13.5 24.0 16.0 48.0 16.0 8.0 8.0 Rebeca Field Technical Expert 37.0 0.0 2.0 10.0 0.0 44.0 0.0 4.0 2.0 Andrew Baird Technical Expert 26.0 0.0 38.0 6.0 20.0 4.0 36.0 4.0 4.0 2.0 Kristen Faltz Planner 48.0 2.0 36.0 0.5 24.0 16.0 52.0 16.0 16.0 12.0 Taylor Dunkle Engineer 0.0 0.0 4.0 0.0 0.0 16.0 0.0 2.0 0.0 Joseph Cuffari Analyst 30.0 16.0 0.0 0.0 54.0 8.0 54.0 4.0 2.0 Greg Honiotes Analyst 0.0 0.0 16.0 0.0 0.0 32.0 0.0 10.0 0.0 Ajdin Spahic Analyst 0.0 0.0 0.0 44.0 0.0 32.0 0.0 16.0 0.0 Logan Lowery Analyst 0.0 4.0 0.0 0.0 4.5 44.0 0.0 42.0 0.0 16.0 8.0 Ryan McKell Analyst 0.0 4.0 0.0 0.0 17.0 0.0 0.0 0.0 0.0 0.0 0.0 Addie Hopp Analyst 0.0 0.0 46.0 0.0 0.0 38.0 0.0 6.0 0.0 Jason Getz GIS 0.0 0.0 20.0 8.0 0.0 34.0 0.0 12.0 4.0 Emma Luken Graphic Designer 0.0 4.0 1.0 4.0 4.0 22.0 6.0 22.0 12.0 4.0 Tamie Schofield Admin/Financial Support 0.0 0.0 0.0 0.0 0.0 0.0 0.0 4.0 4.0 Mike Dayton Admin/Financial Support 20.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
This information will also be used if auditing the project for DBE Commercially Useful Function. Vendor's Invoice Number 30990817
Decreases in DBE Firm Participation or Removal MUST be Authorized by the BECO Office in Advance. Total Project Award 376,533.87$
Please update Actual Hours
Task 3 - Inventory of
Current Conditions
Task 4 - Forecast of
Future Conditions and
Deficiencies
Task 5 - First Phase of Public
Involvement
Task 6 - Develop
Evaluation Criteria and a
Plan for Improvements
Task 7 - Second Phase of Public Involvement
Task 8 - Final Draft Report
Task 9 - Final Report
10 11
AZ Certified
DBE?
$ of Contract Award $ 291,986.69
Task 1 - Project
Management
Task 2 - Public Involvement
PlanStaff Name
Purchase Order Number PO0000709071
Vendor Hours Contribution Table & DBE Compliance Report MPD Tracking Number MPD0554-24
The hours reported on this table are provided to enable visual assessment by the ADOT Project Manager of progress on work tasks. Race Conscious DBE Goal Commitment 0.00%
This information will also be used to verify that the level of team member and/or individual designated for the task is actually performing the work.
$ 60,294.85 $ 4,470.18 $ 40,735.82 $ 34,250.54 $ 22,685.72 $ 79,598.38 $ 20,835.72 $ 20,121.02 $ 8,994.46
SubContractor Firm
DBE % 0.00%
Task No Awarded $
Functional Role Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual 0.0 Actual Plan Actual Plan Actual Sharon Morris Project Manager 0.0 0.0 40.0 0.0 0.0 0.0 0.0 0.0 0.0 Dirk Rice Analyst 0.0 0.0 62.0 0.0 0.0 0.0 0.0 0.0 0.0 Nicholas Smith Analyst 0.0 0.0 120.0 0.0 0.0 0.0 0.0 0.0 0.0
SubContractor Firm
DBE % 0.00%
Task No Awarded $
Functional Role Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Brandon Gonzalez Project Manager 20.0 0.0 10.0 3.5 20.0 0.0 20.0 0.0 0.0 0.0 Dave Foster Project Manager 0.0 0.0 30.0 0.0 0.0 60.0 0.0 0.0 0.0 Chloe Ward Planner 0.0 0.0 60.0 0.0 0.0 150.0 0.0 0.0 0.0 Sydni Keppen Planner 0.0 4.5 0.0 0.0 7.0 0.0 0.0 0.0 0.0 0.0 0.0 Bryan Leyba Project Manager 0.0 2.75 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 Ashley Turner Analyst 0.0 0.75 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 Kelly Dunn Planner 0.0 0.0 0.0 4.75 0.0 0.0 0.0 0.0 0.0 0.0 Rebecca Lilliquist Analyst 0.0 0.0 0.0 3.5 0.0 0.0 0.0 0.0 0.0 0.0 Anthony Rios-Gurrola Analyst 0.0 0.0 0.0 16.0 0.0 0.0 0.0 0.0 0.0 0.0
Staff Name 1 2
$ 4,981.60
Staff Name 1 2 8 9 1110
Field Data Services of Arizona, Inc.
3 6 7
AZ Certified
DBE?
$ of Contract Award $ 7,496.98
$ of Contract Award $ 72,070.60
4 5 $ 7,496.98
Alta Planning + Design AZ Certified
DBE?
Notes, Comments
10 113 4 5 6 7 8 9 $ 20,591.60 $ 4,981.60 $ 46,497.40
Contact Division/Unit
Title Location Address
Email Telephone
Supplier Name Supplier Contact
Contract No. Purchase Order #
Date Invoice #
Project Title Interim VPR
Email Date
DateSignature of Agency Representative
MPD Contracts will submit an electronic copy of the completed form to the ADOT Procurement Office at Procurement@azdot.gov.
Reporting incident, no action requested.
Requesting action:
Procurement Officer
PO0000709071
30990817
Reporting Contact Information
Kimley-Horn and Associates, Inc. Chris Joannes
Vendor Performance Report Procurement Office 1739 W. Jackson St., Ste. A, MD 100P
Phoenix, AZ 85007
Email: Procurement@azdot.gov
Documenting positive or negative performance and procurement actions, as requested
Reporting Contact Information
Describe details of the action taken:
based on, {with MPD revisions to performance section}:
ADOT Vendor Performance Report (11/21)
45708
Describe Compliance with Invoicing Requirements:
Describe Project Delivery Compared with Schedule:
Describe Project Outcomes Compared with Objectives:
Describe Vendor Performance
Services, Goods or Equipment:
Describe the performance issue. Be accurate, complete and factual. Use an attachment if necessary.
MPD Tracking Number MPD0554-24 Prescott Valley Shared Use Path Study
PROCUREMENT ACTION
Docusign Envelope ID: 4095D789-35C9-483B-9E4C-679C2388C51B
RGarcia5@azdot.gov
Invoicing requirements were met.
X
2/21/2025
Performance is within expected standards.
480-679-5240
MPD / 4210
Ruth Garcia
Project Delivery was within the agreed upon schedule.
ADOT MPD Regional Transportation Planner
Project Objectives have been met.
1611 W Jackson St, Phoenix, AZ 85007 n/a
Please remit payment electronically to: If paying by check, please remit to:
Account Name: KIMLEY-HORN AND ASSOCIATES, INC. KIMLEY-HORN AND ASSOCIATES, INC.
Bank Name and Address: WELLS FARGO BANK, N.A., SAN FRANCISCO, CA 94104 P.O. BOX 848376 Account Number:
ABA#:
2073089159554 121000248
LOS ANGELES, CA 90084-8376
Please send remittance information to: payments@kimley-horn.com
10pt blank space
ARIZONA DEPARTMENT OF TRANSPORTATION
ATTN: RUTH GARCIA
1611 W JACKSON ST, MD 310B
PHOENIX, AZ 85007
Federal Tax Id: 56-0885615 For Services Rendered through Jan 31, 2025
Invoice Amount: $17,872.33
Invoice No: 30990817 Invoice Date: Jan 31, 2025
Project No: 291199021.3 Project Name: ADOT PV SUP STUDY Project Manager: JOANNES, CHRIS
Client Reference: MPD0554-24 H94.3
PO0000709071
Description Contract Value Amount Earned to Date Previous Amount
Billed Current Amount
Due
SERVICES RENDERED 376,533.87 38,151.78 20,279.45 17,872.33
291199021.3 Total Invoice: $17,872.33
If you have questions, please contact Mike Dayton at (602) 789-3848, or Mike.Dayton@kimley-horn.com 81MRD
ARIZONA DEPARTMENT OF TRANSPORTATION
ATTN: RUTH GARCIA
1611 W JACKSON ST, MD 310B
PHOENIX, AZ 85007
Invoice No: 30990817 Invoice Date: Jan 31, 2025
Project No: 291199021.3 Project Name: ADOT PV SUP STUDY Project Manager: JOANNES, CHRIS
HOURLY NOT TO EXCEED 018584291199021.3W10563291199021.3CPM-1DTCPM
Task Category Description/Name Hrs/Qty Rate Current Amount
Due
PROJECT MGMT ANALYST LOWERY, LOGAN 4.0 140.67 562.68
PROJECT MANAGER JOANNES, CHRIS 5.5 250.08 1,375.44
ANALYST MCKELL, RYAN 4.0 140.67 562.68
TOTAL PROJECT MGMT3T 13.5 2,500.80
PUBLIC INVOLVEMENT PLAN ANALYST LUKEN, EMMA 1.0 140.67 140.67
TOTAL PUBLIC INVOLVEMENT PLAN1T 1.0 140.67
CURRENT CONDITIONS ANALYST LOWERY, LOGAN 4.5 140.67 633.02
PROJECT MANAGER JOANNES, CHRIS 13.5 250.08 3,376.08
PLANNER FALTZ, KRISTEN 0.5 177.14 88.57
MCKELL, RYAN 17.0 140.67 2,391.39
TECHNICAL EXPERT BAIRD, ANDREW 6.0 286.55 1,719.30
TOTAL CURRENT CONDITIONS5T 41.5 8,208.36
ALTA EXPENSES SUBCONSULTANTS 7,022.50
TOTAL ALTA1T 7,022.50
TOTAL LABOR AND EXPENSE DETAIL 17,872.33
This page is for informational purposes only. Please pay amount shown on cover page.
81MRD
ANALYST
2/20/2025 3-ADOT MPD_0554-24_H94.3_Progress Report_Jan 2025(PV Shared-Use Path).docx 1 of 2
PROGRESS REPORT NO. 3
Arizona Department of Transportation
Task Assignment: MPD0554-24 H94.3
Prescott Valley Shared Use Path Study Contract # CTR060474
Kimley-Horn Project No. 291199021
Reporting Period: Through January 31, 2025
Key Project Staff
Chris Joannes, Project Manager Michael Grandy, Principal
Progress and Accomplishments during the Reporting Period
Task 1 – Project Management Monthly check-in meeting and preparation Alta subconsultant agreement and coordination Project basemap development
Task 2 – Public Involvement Plan
Public Involvement Plan updates
Task 3 – Inventory of Current Conditions Outline of Working Paper 3 Data collection Existing conditions development
Task 4 – Forecast of Future Conditions and Deficiencies
Outline of Working Paper 4 Coordination with Town on development horizons Future conditions development
Task 5 – First Phase of Public Involvement
No activity during invoice period
Task 6 – Develop Evaluation Criteria and a Plan for Improvements
No activity during invoice period
Task 7 – Second Phase of Public Involvement
No activity during invoice period
Task 8 – Final Draft Report
No activity during invoice period
Task 9 – Final Report
No activity during invoice period
2/20/2025 3-ADOT MPD_0554-24_H94.3_Progress Report_Jan 2025(PV Shared-Use Path).docx 2 of 2
Contacts Made
Interview with Humboldt Unified School District
Information Generated
Working Paper 3 and 4 outlines
Next Month Anticipated Activities
Existing and future conditions analysis development Field review Stakeholder interviews Submittal of draft Working Papers 3 and 4
INVOICE
Prescott Valley, AZ Lasso Loop Study
Invoice Number: 304.0002025.005-1 Period of Service: Beginning of project through January 24, 2025
Alta Planning + Design, Inc.
101 South Main Street, Suite 2000 Portland, OR 97204
Chris Joannes Kimley-Horm and Associates, Inc.
817 West Peachtree Street, NW The Biltmore, Suite 601 Atlanta, GA 30308 chris.joannes@kimley-horn.com
9% 7,022.50 9% 7,022.50
91% 72,627.50
Task Budget Amount
Previously Invoiced
Current Invoice Distribution
Total Invoiced to Date
Remaining Balance % Expended % Remaining
$5,100.00 $0.00 $1,280.00 $1,280.00 $3,820.00 25.10% 74.90%
$21,300.00 $0.00 $5,742.50 $5,742.50 $15,557.50 26.96% 73.04%
$5,100.00 $0.00 $0.00 $0.00 $5,100.00 0.00% 100.00%
$48,150.00 $0.00 $0.00 $0.00 $48,150.00 0.00% 100.00%
Total $79,650.00 $0.00 $7,022.50 $7,022.50 $72,627.50 8.82% 91.18%
Work Performed This Period
Percent Complete
Anticipated Problems
Work to be Accomplished Next Period
Alta anticipates to issue a draft summary of the plans and standards review as well as the land use and demographics analyses to KH for incorporation into Working Paper 3.
None at this time.
25.10%
3. Inventory of Current Conditions Began plans and standards review; began mapping exercises for land use and demographics analyses. 26.96%
0.00%Work on this task has not yet begun. 6. Develop Evaluation Criteria
4. Forecast of Future Conditions Work on this task has not yet begun. 0.00%
Task Activity
1. Project Management Project coordination and administration; initial project setup; attended project kick-off with KH (1/13/25); attended project ADOT/PV Monthly Check-In (1/23/25).
Actual Labor/Expenses Invoiced to Date Amount of Current Invoice Budget Remaining
1. Project Management
3. Inventory of Current Conditions
6. Develop Evaluation Criteria
4. Forecast of Future Conditions mailto:chris.joannes@kimley-horn.com
Chris Joannes Kimley-Horn and Associates Inc.
817 West Peachtree Street, NW The Biltmore, Suite 601 Atlanta, GA 30308
February 13, 2025 Invoice No: 304.0002025.005 - 1
Project 304.0002025.005 Prescott Valley, AZ Lasso Loop Study Professional Services Through January 24, 2025
Task 0001 Project Management Professional Personnel
Hours Rate Amount Keppen, Sydni 4.50 185.00 832.50 Leyba, Bryan 2.75 130.00 357.50 Turner, Ashley .75 120.00 90.00
Totals 8.00 1,280.00 Total Labor 1,280.00
$1,280.00Total this Task
Task 0003 Inventory of Current Conditions Professional Personnel
Hours Rate Amount Dunn, Kelly 4.75 200.00 950.00 Gonzalez, Brandon 3.50 255.00 892.50 Keppen, Sydni 7.00 185.00 1,295.00 Lilliquist, Rebecca 3.50 150.00 525.00 Rios-Gurrola, Anthony 16.00 130.00 2,080.00
Totals 34.75 5,742.50 Total Labor 5,742.50
$5,742.50Total this Task
Billing Limits Current Prior To-Date
Total Billings 7,022.50 0.00 7,022.50 Limit 79,650.00 Remaining 72,627.50
$7,022.50Total this Invoice
Project 1304.0002025.005 Prescott Valley, AZ Lasso Loop Study Invoice
10:06:15 AMInvoice 1 Dated 2/13/2025Alta Planning + Design
Thursday, February 13, 2025Billing Backup
Project 304.0002025.005 Prescott Valley, AZ Lasso Loop Study
Task 0001 Project Management
Total this Task $1,280.00
Task 0003 Inventory of Current Conditions
Total this Task $5,742.50
$7,022.50Total this Project
$7,022.50Total this Report
| BillingReport |
| VendorHoursContribution |
| Vendor Performance Report |
| 2025-02-21T12:58:12-0800 | |
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