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GeoTek, Inc Purchase Order #20-0190 -Commercial and Residential Building Inspections Page 1 Memo To: Chris Johnson, City Clerk From: Sandra Ramirez, Buyer CC: Brent Bjornson; Keith Watts Date: 1/15/2020 Re: January 21 st City Council Meeting Agenda Item The Purchasing Department, on behalf of the Community Development – Building Services Department, respectfully requests that the following item be placed on the January 21 st City Council Consent Agenda for Council’s consideration. Approval of Purchase Order #20-0190 to GeoTek, Inc. for FY20 Commercial & Residential Building Inspections for the Not-to-Exceed amount of $200,000.00. This is the second Purchase Order for FY20 services. Recommended Council Action: Approval of Purchase Order #20-0190 to GeoTek, Inc. for FY20 Commercial & Residential Building Inspections for the Not-to-Exceed amount of $200,000.00 and also authorize the Procurement Manager to sign Purchase Order #20-0190 for the Not-To-Exceed amount of $200,000.00. Thank you for your consideration. City of Meridian Purchasing Dept. Meridian City Council Meeting Agenda January 21, 2020 – Page 188 of 246 CI T Y O F M E R I D I A N SH I P T O SU G G E S T E D VE N D O R PR O J E C T M A N A G E R F. O . B . RE Q U E S T O R DE S T I N A T I O N QT Y U N I T UN I T P R I C E FU N D DE P T CO D E PROJECT / COMMITMENT #TOTAL AMOUNT 1 20 0 , 0 0 0 . 0 0 $ 1 1 9 4 0 1 0 9 2 7 . b 2 0 0 , 0 0 0 . 0 0 $ -$ -$ -$ -$ -$ -$ -$ -$ -$ NO T E S : AU T H O R I Z E D D E P A R T M E N T S I G N A T U R E AC C O U N T I N G C O D E S De s c r i p t i o n o f P u r c h a s e Q u a n t i t y a n d P r i c i n g 55 2 0 1 $200,000.00Kari Hibbard EX P E N S E O R GL A C C O U N T # PA R T N U M B E R / D E S C R I P T I O N / C O M M I T M E N T N A M E / TA S K O R D E R / C O N T R A C T / P R O J E C T D E S C R I P T I O N Co m m e r c i a l / R e s i d e n t i a l B u i l d i n g i n s p e c t i o n s 1 0 9 2 7 . b NE T 3 0 P R E P A I D PA Y M E N T T E R M S F R E I G H T T E R M S 32 0 E C o r p o r a t e D r , S u i t e 3 0 0 Me r i d i a n , I D 8 3 6 4 2 Pu r c h a s e R e q u i s i t i o n PU R C H A S E O R D E R N U M B E R M U S T A P P E A R O N A L L I N V O I C E S , P A C K I N G SL I P S , C A R T O N S A N D C O R R E S P O N D E N C E R E L A T E D T O T H I S O R D E R 1/7/2020 DA T E O F RE Q U E S T AV A I L A B L E B U D G E T A M O U N T CI T Y O F M E R I D I A N Pu r c h a s i n g D e p a r t m e n t 33 E B R O A D W A Y A V E , S T E 1 0 6 FA X : ( 2 0 8 ) 8 8 7 - 4 8 1 3 ME R I D I A N , I D 8 3 6 4 2 TE L : ( 2 0 8 ) 4 8 9 - 0 4 1 7 Co u n c i l A p p r o v a l D a t e : Co m D e v - B u i l d i n g S e r v i c e s Co m m e r c i a l & R e s i d e n t i a l B u i l d i n g I n s p e c t i o n Br e n t B j o r n s o n PR O J E C T N A M E : IS B U D G E T A M E N D M E N T R E Q U I R E D ? CI T Y S U P P O R T T I C K E T N O . Ge o T e k , I N C Me r i d i a n C i t y C o u n c i l M e e t i n g A g e n d a J a n u a r y 2 1 , 2 0 2 0 – P a g e 1 8 9 o f 2 4 6 Ho w t o f i l l o u t t h e P u r c h a s e R e q u i s i t i o n . Fi l l i n t h e S H I P T O D E P A R T M E N T N A M E . Th i s i s t h e n a m e o f t h e r e q u e s t i n g d e p a r t m e n t a n d w h e r e t h e p r o d u c t w i l l b e s h i p p e d If t h e S h i p T o l o c a t i o n i s s o m e w h e r e o t h e r t h a n t h e d e p a r t m e n t l o c a t i o n , p l e a s e e n t e r t h a t a d d r e s s i n t h e l i n e s b e l o w t h e d e p a r t m e n t n a m e a n d h i g h l i g h t i t . Fi l l i n t h e DA T E O F R E Q U E S T l o c a t e d i n t h e b o x o n t h e r i g h t h a n d s i d e o f t h e f o r m . Fi l l i n t h e a m o u n t o f b u d g e t a v a i l a b l e f o r t h i s c o m m i t m e n t . Is a b u d g e t a m e n d m e n t r e q u i r e d t o f u n d t h i s r e q u e s t ? A n s w e r YE S o r NO . En t e r t h e n a m e o f t h e SU G G E S T E D V E N D O R . Pl e a s e c h e c k w i t h F I N A N C E t o v e r i f y t h a t t h e C i t y o f M e r i d i a n h a s t h e v e n d o r s e t u p a s a n a c c o u n t . If t h e v e n d o r i s n o t s e t u p , r e q u e s t t h a t a W - 9 f o r m b e s u b m i t t e d t o F I N A N C E b e f o r e p l a c i n g t h e o r d e r . If P U R C H A S I N G r e c e i v e s t h i s P u r c h a s e R e q u i s i t i o n a n d t h e v e n d o r i s n o t s e t u p , a n o r d e r p r o c e s s i n g d e l a y o c c u r s If v e n d o r w i l l b e d e t e r m i n e d b y p r o c u r e m e n t p r o c e s s , e n t e r " T B D " CI T Y S U P P O R T ( J I T B I T ) T I C K E T N O i s e n t e r e d b y p u r c h a s i n g s t a f f . En t e r t h e PR O J E C T N A M E , TA S K O R D E R N A M E A N D N U M B E R a n d / o r PR O J E C T / C O M M I T M E N T N U M B E R En t e r t h e n a m e o f t h e PR O J E C T M A N A G E R a n d RE Q U E S T O R . Un d e r " P A R T N U M B E R / D E S C R I P T I O N / C O M M I T M E N T N A M E / T A S K O R D E R / C O N T R A C T / P R O J E C T D E S C R I P T I O N En t e r t h e C O M M I T M E N T N A M E , TA S K O R D E R o r P R O J E C T D E S C R I P T I O N , P a r t N u m b e r o r D e s c r i p t i o n o f I t e m b e i n g p u r c h a s e d If y o u h a v e m o r e t h a n o n e i t e m , e n t e r e a c h o n a s e p a r a t e l i n e . En t e r t h e QU A N T I T Y f o r e a c h l i n e i t e m . En t e r t h e UN I T a n d U N I T P R I C E f o r e a c h l i n e i t e m . ( T a s k o r d e r s a n d c o n t r a c t s s h o u l d b e l i s t e d a s Q T Y 1 a n d U N I T E A . U n i t p r i c e a n d t o t a l w i l l b e e q u a l . ) AC C O U N T I N G C O D E S En t e r t h e F U N D t h a t y o u w a n t t h e e x p e n s e t o i m p a c t 1) T h e FU N D n u m b e r w i l l b e e i t h e r : ( a ) 0 1 , 0 7 , 0 8 , 2 0 , 5 5 , o r 6 0 d e p e n d i n g o n w h a t F U N D t h e b u d g e t i s i n En t e r t h e DE P A R T M E N T C O D E y o u w a n t t h e e x p e n s e t o i m p a c t 1) T h e D E P A R T M E N T C O D E i s a 4 d i g i t n u m b e r t h a t c o r r e s p o n d s t o y o u r d e p a r t m e n t En t e r t h e G L A C C O U N T N U M B E R (E x p e n s e A c c o u n t ) f o r e a c h i t e m . 1) T h e G L A C C O U N T N U M B E R ( E x p e n s e A c c o u n t ) i s t h e 5 d i g i t n u m b e r w h e r e t h e b u d g e t s a r e l o c a t e d En t e r t h e PR O J E C T C O D E / C O M M I T M E N T # y o u w a n t t h e e x p e n s e t o i m p a c t 1) T h e P R O J E C T C O D E / C O M M I T M E N T i s a n a l p h a n u m e r i c c o d e t h a t i d e n t i f i e s a s p e c i f i c p r o j e c t o r c o m m i t m e n t t o c h a r g e a l l e x p e n s e s t o IN F O R M A T I O N O N L Y Th e F U N D , D E P A R T M E N T C O D E , G L A C C O U N T N U M B E R , A N D P R O J E C T C O D E m a k e u p t h e a c c o u n t i n g c o d e f o r y o u r r e q u e s t . T h e a c c o u n t i n g c o d e w i l l h o l d t h e b u d g e t d o l l a r s a n d a c t u a l e x p e n s e s f o r y o u r P O r e q u e s t . Ac c u r a c y i s i m p o r t a n t a s t h e r e s u l t i n g P O e n c u m b e r s t h i s a c c o u n t i n g c o d e ( b u d g e t l i n e i t e m ) . No t a l l r e q u e s t s w i l l h a v e a p r o j e c t n u m b e r . C a l l P u r c h a s i n g i f y o u a r e u n s u r e . Th i s f o r m w i l l a u t o m a t i c a l l y t o t a l y o u r r e q u e s t . In t h e N O T E S f i e l d a d d a n y i n f o r m a t i o n t h a t y o u f e e l i s s i g n i f i c a n t . AU T H O R I Z E D D E P A R T M E N T S I G N A T U R E Ea c h d e p a r t m e n t h a s a l i s t o f e m p l o y e e s a n d a m o u n t s t h a t t h e y a r e a u t h o r i z e d t o s i g n f o r . Pl e a s e m a k e s u r e t h a t t h e a u t h o r i z e d d e p a r t m e n t p e r s o n n e l s i g n s t h e f o r m . Th e c o m p l e t e d a n d s i g n e d f o r m m u s t b e s u b m i t t e d t o P u r c h a s i n g , a l o n g w i t h t h e r e q u i r e d s u p p o r t d o c u m e n t s v i a a C I T Y S U P P O R T ( J I T B I T ) t i c k e t . PR I N T A N D S U B M I T O N L Y P A G E 1 ( N O T T H E S E I N S T R U C T I O N S ) Me r i d i a n C i t y C o u n c i l M e e t i n g A g e n d a J a n u a r y 2 1 , 2 0 2 0 – P a g e 1 9 0 o f 2 4 6 How to fill out the Purchase Requisition. Fill in the SHIP TO DEPARTMENT NAME. This is the name of the requesting department and where the product will be shipped If the Ship To location is somewhere other than the department location, please enter that address in the lines below the department name and highlight it. Fill in the DATE OF REQUEST located in the box on the right hand side of the form. Fill in the amount of budget available for this commitment. Is a budget amendment required to fund this request? Answer YES or NO. Enter the name of the SUGGESTED VENDOR. Please check with FINANCE to verify that the City of Meridian has the vendor set up as an account. If the vendor is not set up, request that a W-9 form be submitted to FINANCE before placing the order. If PURCHASING receives this Purchase Requisition and the vendor is not set up, an order processing delay occurs If vendor will be determined by procurement process, enter "TBD" CITY SUPPORT (JITBIT) TICKET NO is entered by purchasing staff. Enter the PROJECT NAME, TASK ORDER NAME AND NUMBER and/or PROJECT/COMMITMENT NUMBER Enter the name of the PROJECT MANAGER and REQUESTOR. Under "PART NUMBER / DESCRIPTION / COMMITMENT NAME / TASK ORDER / CONTRACT / PROJECT DESCRIPTION Enter the COMMITMENT NAME, TASK ORDER or PROJECT DESCRIPTION, Part Number or Description of Item being purchased If you have more than one item, enter each on a separate line. Enter the QUANTITY for each line item. Enter the UNIT and UNIT PRICE for each line item. (Task orders and contracts should be listed as QTY 1 and UNIT EA. Unit price and total will be equal.) ACCOUNTING CODES Enter the FUND that you want the expense to impact 1) The FUND number will be either: (a) 01, 07, 08, 20, 55, or 60 depending on what FUND the budget is in Enter the DEPARTMENT CODE you want the expense to impact 1) The DEPARTMENT CODE is a 4 digit number that corresponds to your department Enter the GL ACCOUNT NUMBER (Expense Account) for each item. 1) The GL ACCOUNT NUMBER (Expense Account) is the 5 digit number where the budgets are located Enter the PROJECT CODE / COMMITMENT # you want the expense to impact 1) The PROJECT CODE / COMMITMENT is an alpha numeric code that identifies a specific project or commitment to charge all expenses to INFORMATION ONLY The FUND, DEPARTMENT CODE, GL ACCOUNT NUMBER, AND PROJECT CODE make up the accounting code for your request. The accounting code will hold the budget dollars and actual expenses for your PO request. Accuracy is important as the resulting PO encumbers this accounting code (budget line item). Not all requests will have a project number. Call Purchasing if you are unsure. This form will automatically total your request. In the NOTES field add any information that you feel is significant. AUTHORIZED DEPARTMENT SIGNATURE You may remove the highlight in the signature boxes. It makes it easier to write in the area. Each department has a list of employees and amounts that they are authorized to sign for. Please make sure that the authorized department personnel signs the form. The completed and signed form must be submitted to Purchasing, along with the required support documents via a PRINT AND SUBMIT ONLY PAGE 1 (NOT THESE INSTRUCTIONS) Meridian City Council Meeting Agenda January 21, 2020 – Page 191 of 246 If the Ship To location is somewhere other than the department location, please enter that address in the lines below the department name and highlight it. If the vendor is not set up, request that a W-9 form be submitted to FINANCE before placing the order. If PURCHASING receives this Purchase Requisition and the vendor is not set up, an order processing delay occurs Under "PART NUMBER / DESCRIPTION / COMMITMENT NAME / TASK ORDER / CONTRACT / PROJECT DESCRIPTION , Part Number or Description of Item being purchased E for each line item. (Task orders and contracts should be listed as QTY 1 and UNIT EA. Unit price and total will be equal.) 1) The GL ACCOUNT NUMBER (Expense Account) is the 5 digit number where the budgets are located 1) The PROJECT CODE / COMMITMENT is an alpha numeric code that identifies a specific project or commitment to charge all expenses to The FUND, DEPARTMENT CODE, GL ACCOUNT NUMBER, AND PROJECT CODE make up the accounting code for your request. You may remove the highlight in the signature boxes. It makes it easier to write in the area. The completed and signed form must be submitted to Purchasing, along with the required support documents via a CITY SUPPORT (JITBIT) ticket. Meridian City Council Meeting Agenda January 21, 2020 – Page 192 of 246 City Of Meridian Detailed Statement of Revenues and Expenditures - Rev and Exp Report - Sandra 01 - General Fund 1940 - Building Department From 10/1/2019 Through 9/30/2020 Amendments Budget with Actual Current Year Remaining Budget Remaining Budget Percent of OPERATING COSTS 55201 Building Inspections 553,145.04 0.00 553,145.04 100.00% 1092...Plan Review Services FY20 0.00 91,781.42 (91,781.42)0.00% 10927.b Building Inspection Geotek - FY20 0.00 57,145.00 (57,145.00)0.00% Total OPERATING COSTS 553,145.04 148,926.42 404,218.62 73.08% TOTAL EXPENDITURES 553,145.04 148,926.42 404,218.62 73.08% Date: 1/10/20 09:29:11 AM Page: 1Meridian City Council Meeting Agenda January 21, 2020 – Page 193 of 246 M e r i d i a n C i t y C o u n c i l M e e t i n g A g e n d a J a n u a r y 2 1 , 2 0 2 0 – P a g e 1 9 4 o f 2 4 6