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HomeMy WebLinkAboutResolutions - 1988.04.28 - 17458April 28, 1988 REPORT BY: FINANCE COMMITTEE DR. G. WILLIAM CADDELL, CHAIRPERSON SUBJECT: MISCELLANEOUS RESOLUTION #88069 DEPARTMENT OF PUBLIC WORKS - AMENDMENT #1 TO THE PROFESSIONAL SERVICES AGREEMENT FOR UPDATING THE ACT 641 SOLID WASTE MANAGEMENT PLAN TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS MR. CHAIRPERSON, LADIES AND GENTLEMEN: The Finance Committee, having reviewed Miscellaneous #88069 entitled, "Department of Public Works - Amendment #1 to — the Professional Services Agreement for Updating the Act 641 Solid Waste Management Plan," reports with the recommendation that said resolution not be adopted and that the attached new resolution and — accompanying Fiscal Note be adopted. Mr. Chairperson, on behalf of the Finance Committee, I recommend the acceptance of the foregoing report. FINANCE COMMITTEE March 24, 1988 #88069 Miscellaneous Resolution BY: PLANNING AND BUILDING COMMITTEE - Anne M. Hobart, Chairperson IN RE: DEPARTMENT OF PUBLIC WORKS - AMENDMENT NO. 1 TO THE PROFESSIONAL SERVICES AGREEMENT FOR UPDATING THE ACT 641 SOLID WASTE MANAGEMENT PLAN TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS Mr. Chairperson, Ladies and Gentlemen: WHEREAS the Oakland County Solid Waste Management Plan was approved locally and by the Michigan Department of Natural Resources on July 28, 1983; and WHEREAS Act 641, Public Acts of 1978, requires five (5) year updates to county plans; and WHEREAS the County of Oakland entered into an agreement dated December 7, 1987, with Camp, Dresser & McKee, Inc. whereby Camp, Dresser & McKee, Inc. will provide consulting services to update Oakland County Solid Waste Management Plan, the total cost for such services not to exceed a11,950; and WHEREAS the citizens' Solid Waste Planning Committee has recommended that a detailed recycling plan for Oakland County be included in the Plan Update; and WHEREAS the design of a detailed county recycling plan is not included in the scope of work covered by the December 7, 1987, consulting services agreement with Camp, Dresser & McKee, Inc.; and WHEREAS Camp, Dresser & McKee, Inc. has obtained a proposed scope of work from Resource Recycling Systems, Inc. whereby Resource Recycling Systems, Inc. would design a detailed recycling plan for Oakland County, including a citizen attitude survey to be performed by DATAFAX, Inc. under subcontract to Resource Recycling Systems, Inc., the total cost for the services of Resource Recycling Systems, Inc. and DATAFAX, Inc. not to exceed $157,954; and WHEREAS Camp, Dresser & McKee, Inc. proposes to enter into a subcontract with Resource Recycling Systems, Inc. to perform the services, including the DATAFAX, Inc. citizen attitude survey, outlined in the previously mentioned scope of work; and WHEREAS the scope of work, tasks, schedule and fee for this work, together with the proposed Amendment No. 1 to the Act 641 Plan Update Agreement, have been reviewed and approved by the Act 641 citizens' Solid Waste Planning Committee. APPROVE TH!!-7 FOREGOIror3 NOW THEREFORE BE IT RESOLVED that the Oakland County Board of Commissioners hereby authorizes and directs the Chairperson of the Oakland County Board of Commissioners and the County Executive to execute the attached Amendment No. 1 to the Agreement for Professional Services Between the County of Oakland, Michigan and Camp, Dresser & McKee for updating the Act 641 Solid Waste Management Plan whereby Resource Recycling Systems, Inc., under subcontract with Camp, Dresser & McKee, Inc., would design a detailed recycling plan for Oakland County, including a citizen attitude survey to be performed by DATAFAX, Inc. under subcontract to Resource Recycling Systems, Inc. BE IT FURTHER RESOLVED that the total amount to be paid for consulting services for the Act 641 Plan Update as modified by Amendment No. 1 shall not exceed $282,544. Mr. Chairperson, on behalf of the Planning and Building Committee, I move the adoption of the foregoing resolution. PLANNING AND BUILDING COMMITTEE RESOLUTION # 88069 April 28, 1988 28th 'day of April 1888 EN, County Clerk/Register of Be Moved by Hobart supported by Susan Kuhn the Finance Committee Report be accepted. ' A sufficient majority having voted therefor, the motion carried. Moved by Hobart supported by Caddell the resolution be adopted. Moved by Caddell supported by Crake the resolution be amended by changing the figures $157,954 to read $101,470 and also change the figures $282,544 to read $221,540 to be consistent with the Finance Committee Report, and to drop the citizen attitude survey. A sufficient majority having voted therefor, the amendment carried. Vote on resolution as amended: AYES: Oaks, Pernick, Price, Rewold, Rowland, Skarritt, Aaron, Bishop, Caddell, Calandro, Crake, Doyon, Gosling, Hobart, Jensen, R. Kuhn, S. Kuhn, Lanni, Luxon, McConnell, McDonald, A. McPherson, Moffitt. (23) NAYS: None. (0) PASS: Page. (1) A sufficient majority having voted therefor, the resolution, as amended, was adopted. STATE OF MICHIGAN) COUNTY OF OAKLAND) . I, Lynn D. Allen, Clerk of the County of Oakland and having a seal, do hereby certify that I have compared the annexed copy of ' the attached resolution which was adopted by the .Oakland County Board of Commissioners_ at their meeting held on with the original record thereof new remaining in my office, and that it is a true end correct transcript therefrom, and of the whole thereof, In Testirny Whereof, I have hereunto set my hand and affixed the seal of said County at Pontiac, Michigan April 28, 1988 this AMENDMENT NO. 1 TO THE AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN THE COUNTY OF OAKLAND, MICHIGAN AND CAMP DRESSER & MCKEE For Assistance to the County of Oakland Department of Public Works for Updating the Act 641 Solid Waste Management Plan THIS IS AMENDMENT NO. 1 TO THE ABOVE AGREEMENT made as of the day of , 1988 by and between the County of Oakland, Michigan (hereinafter called OWNER) and Camp Dresser & McKee, Detroit, Michigan, a Michigan Partnership (hereinafter called ENGINEER). WHEREAS, the OWNER is empowered to assign and direct the scope, scheduling, and limitations of the work of the ENGINEER under an Agreement dated the December 7, 1987 (hereinafter referred to as the PLAN UPDATE AGREEMENT), which was entered into for the purpose of having the ENGINEER perform services required in connection with updating of the Act 641 Solid Waste Management Plan for Oakland County; and WHEREAS, the OWNER desires that the ENGINEER include the services of a recycling consultant, Resource Recycling Systems, Inc., whose address is 403 Miller, Ann Arbor, Michigan 48103, as a subcontractor (hereinafter called SUBCONTRACTOR) within the aforementioned PLAN UPDATE AGREEMENT; and WHEREAS, all parties have agreed to the performance of work as defined in the aforementioned PLAN UPDATE AGREEMENT, NOW, THEREFORE IT IS MUTUALLY AGREED between all parties hereto that the PLAN UPDATE AGREEMENT be amended and the work performed in accordance with this Amendment No. 1. 1. SCOPE OF WORK The scope of work of the ENGINEER is modified to include the services of the SUBCONTRACTOR as described in exhibit A to this Amendment No. 1. Specifically, the SUBCONTRACTOR will assist with Tasks 4 and 7 of the PLAN UPDATE AGREEMENT, additional services, as described In Exhibit A to this Amendment No. 1, "Description of Subcontractor Services and Related Matters." OAK10.28 Page 1 of 3 2. REVISED BUDGET Paragraph 5 on Page 2 of 2 of Exhibit A of the PLAN UPDATE AGREEMENT is amended as follows: OWNER has approved the following budget for the project: Direct Labor $36,360 Overhead & Indirect Costs 57,810 Recycling Subcontractor (Resources Recycling Systems) 157,954 Other Direct Costs 4,600 Fee 25,820 TOTAL $282,544 3. PAYMENT PROVISIONS The OWNER has approved the amount of $157,954 for the SUBCONTRACTOR's services. The total amount of the PLAN UPDATE AGREEMENT as modified by this Amendment No.1 is $282,544. 4. OTHER PROVISIONS All other provisions of the PLAN UPDATE AGREEMENT are made part of this Amendment No. 1 to the PLAN UPDATE AGREEMENT. OAK10.28 Page 2 of 3 Daniel T. Murphey County Executive A. Barry Seymour Associate THIS AMENDMENT NO. 1 TO THE PLAN UPDATE AGREEMENT is entered into as of the day and year first above appearing. OWNER ENGINEER Roy RewbId, Chairperson Board of Commissioners Senior Vice President Date: Date: John W. Hawthorne Date: Date: APPROVED AS TO FORM: Gordon R. Wy ie Assistant Corporation Counsel Date: OAK10.28 Page 3 of 3 Resource Recycling Systems, Inc. , 19 88 , (ENGINEER) (SUBCONTRACTOR). THIS IS AN AGREEMENT made as of between CAMP DRESSER & McKEE and December 7 , 19 87, (OWNER) ENGINEER has made an agreement dated with THE COUNTY OF OAKLAND, MICHIGAN STANDARD FORM OF AGREEMENT BETWEEN ENGINEER AND SUBCONTRACTOR FOR PROFESSIONAL SERVICES which is herein referred to as the Prime Agreement and which provides for ENGINEER's performing professional services in connection with the Project described therein. ENGINEER hereby engages SUBCONTRACTOR to perform for ENGINEER certain of those services in connection with said Project in accordance with the terms and conditions of this Agreement between ENGINEER and SUBCONTRACTOR hereinafter referred to as "this Agreement." A copy of all necessary portions of the Prime Agreement pertinent to SUBCONTRACTOR's responsibilities, compensation and timing of services hereunder will be made available. SUBCONTRACTOR has been furnished a copy of OWNER's latest program for the Project to the extent available and will be furnished additional Drawings. Specifications, schedules and other material pertinent to SUBCONTRACTOR's services as they become available to ENGINEER. The Project is described in the Prime Agreement as follows: Updating of the Act 641 Solid Waste Management Plan for Oakland County. Page 1 of 9 The part of the Project for which SUBCONTRACTOR is to perform services is hereinafter called "This Part of the Project" and is generally des- cribed as follows: The development of a long-term strategic plan and preparation of imple- mentation plans for recycling of solid wastes in Oakland County. ENGINEER is the prime professional with respect to SUBCONTRACTOR's services to be performed under this Agreement and is responsible for coordinating SUBCONTRACTOR's services with the services of others in- volved in the Project. SUBCONTRACTOR is ENGINEER's independent sub- contractor for This Part of the Project, and shall be responsible for the means and methods used in performing subcontractor services under this Agreement, and is not a joint-venturer with ENGINEER. ENGINEER shall he the general administrator and coordinator of the professional services for the Project, and shall facilitate the exchange of inform- ation among the independent professional associates and subcontractors retained by ENGINEER for the Project as necessary for the coordination of their services. ENGINEER and SUBCONTRACTOR agree as set forth below: SECTION 1. BASIC SERVICES OF SUBCONTRACTOR SUBCONTRACTOR shall provide for ENGINEER the basic subcontracting servi- ces described in detail in paragraph 1, Basic Services of Exhibit A "Description of Basic Subcontractor Services and Related Matters" within the time periods stipulated therein. The SUBCONTRACTOR shall at SUBCON- TRACTOR's own expense obtain all data and information other than that referred to in paragraphs 3.1, 3.2 and 3.6 necessary for the performance of SUBCONTRACTOR's services. SUBCONTRACTOR is responsible to see that the documents prepared by SUBCONTRACTOR and the services SUBCONTRACTOR renders hereunder conform to the applicable laws, rules, regulations, ordi-nances, codes, orders and special requirements of the place where the Project is located. All of SUBCONTRACTOR's communications to or with OWNER or ENGINEER's other independent professional associates and subcontractors will be through or with the knowledge of ENGINEER. Page 2 of 9 /RS SECTION 2. ADDITIONAL SERVICES OF SUBCONTRACTOR If authorized in writing by ENGINEER, SUBCONTRACTOR shall provide Addi- tional Services which are in addition to Basic Services. To the extent that the Additional Services have been identified at the time of signing this Agreement, they are itemized in paragraph 1 of Exhibit A "Descrip- tion of Basic Subcontractor Services and Related Matters." Additional Services will be paid for by ENGINEER as indicated in paragraph 3 here- of. As further Additional Services are requested by ENGINEER, this Agreement will be supplemented to describe them and indicate the method of compensation therefor. SECTION 3. ENGINEER'S RESPONSIBILITIES ENGINEER shall do the following in a timely manner so as not to delay the services of SUBCONTRACTOR: 3.1 Provide all criteria and full information as to OWNER's and EN- GINEER's requirements for This Part of the Project, including design objectives and constraints, space, capacity and performance requirements, flexibility and expandability, and any budgetary limitations; and copies of all design and construction standards which OWNER and ENGINEER will require to be included in the Draw- ings and Specifications. 3.2 Make available to SUBCONTRACTOR Drawings, Specifications, schedules and other information, interpretations and data which were prepared by ENGINEER, or by others which are available to ENGINEER, and which ENGINEER and SUBCONTRACTOR consider pertinent to SUBCONTRAC- TOR's responsibilities hereunder, on all of which SUBCONTRACTOR may rely in performing services hereunder except as may be specifically noted otherwise in writing. 3.3 Request OWNER to arrange for access to and make all provisions for SUBCONTRACTOR to enter upon public and private property as required for SUBCONTRACTOR to perform services under this Agreement. 3.4 Consult with SUBCONTRACTOR before issuing interpretations or clari- fications of documents furnished by SUBCONTRACTOR, and obtain writ- ten consent of SUBCONTRACTOR before acting upon shop drawings, sam- ples or other submittals of construction contractors or upon work directive changes or change orders affecting This Part of the Pro- ject, and assume full responsibility for any such action taken without such consultation or consent. 3.5 When SUBCONTRACTOR has requested the right to participate in any decision to accept a particular contractor, subcontractor or sup- plier proposed for This Part of the Project, consult with SUBCON- TRACTOR to determine if SUBCONTRACTOR, after due investigation, has reasonable objection to any such contractor, subcontractor or supplier, before ENGINEER makes a decision as to such acceptabil- ity. Page 3 of 9 3/85 3.6 Furnish to SUBCONTRACTOR a copy of opinions of probable cost fur- nished to OWNER, Bidding Documents, bid tabulations and Contract Documents (including change orders as issued) and such other con- struction contract data as pertain to SUBCONTRACTOR services. 3.7 Give prompt written notice to SUBCONTRACTOR whenever ENGINEER ob- serves or otherwise becomes aware of any development that affects the scope or timing of SUBCONTRACTOR's services, or any defect or non-conformance in the work of Contractor affecting This Part of the Project. 3.8 Advise SUBCONTRACTOR of the identity of other independent profes- sional associates or subcontractors participating in the design or administration of This Part of the Project and the scope of their services. 3.9 The information and services to be provided by ENGINEER under this Section 3 will be without cost to SUBCONTRACTOR. SECTION 4. PERIOD OF SERVICE SUBCONTRACTOR recognizes that the services of ENGINEER and others in- volved in the Project are dependent upon the timely performance of SUB- CONTRACTOR's services. Unless otherwise provided in Exhibit A "Descrip- tion of Basic Subcontractor Services and Related Matters" or elsewhere in this Agreement, SUBCONTRACTOR shall perform such services in the same character, timing and sequence as ENGINEER is required to perform servi- ces under the Prime Agreement. Specific periods of time for rendering services or specific dates by which services are to be completed are set forth in paragraph 2 of Exhibit A "Description of Basic Subcontractor Services and Related Matters." If such periods of time or dates are ex- ceeded through no fault of SUBCONTRACTOR, all rates, measures and amounts of compensation provided herein shall be subject to equitable adjustment. SECTION 5. PAYMENTS TO SUBCONTRACTOR 5.1 Method of Payment. ENGINEER shall pay SUBCONTRACTOR for Basic Services rendered under Section 1 as more particularly described in paragraph 1 of Exhibit A "Description of Basic Subcontractor Ser- vices and Related Matters" with compensation computed as indicated in paragraph 3 of said Exhibit A; and shall pay SUBCONTRACTOR for Additional Services rendered under Section 2 on the basis indicated in paragraph 3 of said Exhibit A. 5.2 Future Adjustment. If the general scope, extent or character of This Part of the Project is changed materially through no fault of SUBCONTRACTOR, the amount of compensation provided for herein shall be subject to equitable adjustment. Page 4 of 9 3/85 5.3 Times of Payment. Payments to SUBCONTRACTOR shall be made in ac- cordance with this paragraph 5.3. 5.3.1 SUBCONTRACTOR shall submit monthly statements for Basic and Additional Services rendered. If ENGINEER objects to any statement submitted by SUBCONTRACTOR, ENGINEER shall so ad- vise SUBCONTRACTOR in writing giving reasons therefor witnin twenty-one days of receipt of such statement. If no such objection is made, the statement will be considered accept- able by ENGINEER. 5.3.2 ENGINEER shall bill OWNER monthly on account of SUBCONTRAC- TOR's services and expenses and shall pay SUBCONTRACTOR within fourteen days of the time ENGINEER receives payment from OWNER on account thereof. It is intended that payments to SUBCONTRACTOR will be made as ENGINEER is paid by OWNER under the Prime Agreement and that ENGINEER shall exert reasonable and diligent efforts to collect prompt payment from OWNER. However, whether or not OWNER pays ENGINEER in full, ENGINEER shall pay all amounts due SUBCONTRACTOR with- in a reasonable time after completion of SUBCONTRACTOR'S services. 5.4 Reproductions and Information 5.4.1 SUBCONTRACTOR shall at SUBCONTRACTOR's expense furnish ENGINEER copies of all progress reproductions and informa- tion required by ENGINEER for performance of ENGINEER's services under the Prime Agreement for review of SUBCONTRAC- TOR's services while in progress. 5.4.2 ENGINEER shall at ENGINEER's expense furnish information and progress reproductions of ENGINEER's work and that of others assigned to the Project as may be required for the orderly performance of SUBCONTRACTOR's services. SECTION 6. GENERAL CONSIDERATIONS 6.1 Termination, 6.1.1 The obligation to provide further services under this Agree- ment may be terminated by SUBCONTRACTOR upon thirty days' written notice to ENGINEER in the event of substantial fail- ure by ENGINEER to perform in accordance with the terms hereof through no fault of SUBCONTRACTOR. It may also be terminated by ENGINEER with or without cause upon seven days' written notice to SUBCONTRACTOR. 6.1.2 This Agreement will terminate automatically upon termination of the Prime Agreement. Page 5 of 9 3/85 6.1.3 In the event of any termination, and if ENGINEER has re- ceived an acceptable statement from SUBCONTRACTOR, SUBCON- TRACTOR will be paid on the basis shown in Exhibit A "Des- cription of Basic Subcontractor Services and Related Matters" for all unpaid Basic Services and Additional Ser- vices performed to the date of termination. ENGINEER shall not be obligated to pay SUBCONTRACTOR any other termination expenses. 6.2 Reuse of Documents. All documents furnished by SUBCONTRACTOR pursuant to this Agreement are instruments of SUBCONTRACTOR'S services in respect of This Part of the Project and SUBCONTRACTOR may retain an ownership and property interest therein whether or not the Project is completed. ENGINEER and OWNER may make and retain copies for information and reference in connection with the use and occupancy of the Project by OWNER and others; however, such documents are not intended or represented to be suitable for reuse by ENGINEER or others on extensions or modifications of the Project or on any other project. Any such reuse without specific written verification and adaptation by SUBCONTRACTOR for the specific pur- poses intended will be at user's sole risk and without liability or legal exposure to SUBCONTRACTOR or to SUBCONTRACTOR's independent professional associates or subsubcontractors; and ENGINEER shall indemnify and hold harmless SUBCONTRACTOR and SUBCONTRACTOR'S in- dependent professional associates and subcontractors from all claims, damages, losses and expenses arising out of or resulting from ENGINEER's reuse without such adaptation or verification. Any such verification and adaptation will entitle SUBCONTRACTOR to further compensation at rates to be agreed upon by ENGINEER and SUBCONTRACTOR. 6.3 Records. 6.3.1 Fiscal records of SUBCONTRACTOR pertinent to SUBCONTRACTOR's compensation and payments under this Agreement will be kept in accordance with generally accepted accounting practices and will not be disposed of by SUBCONTRACTOR until after sixty days' prior written notice to and subsequent approval of ENGINEER. 6.3.2 SUBCONTRACTOR shall maintain all records (fiscal and other) and design calculations on file in legible form. A copy of these shall be available to ENGINEER at SUBCONTRACTOR's ex- pense and the originals shall not be disposed of by SUBCON- TRACTOR until after sixty days' prior written notice and subsequent approval of ENGINEER. 6.3.3 SUBCONTRACTOR's records and design calculations will be available for examination and audit. Page 6 of 9 /04 6.4 Insurance. 6.4.1 SUBCONTRACTOR agrees and shall submit evidence to the EN- GINEER before beginning work on This Part of the Project that SUBCONTRACTOR has procured and will maintain such insurance as will protect SUBCONTRACTOR from claims under workmen's compensation acts, claims for damages because of bodily injury including personal injury, sickness or dis- ease, or death of any of SUBCONTRACTOR's employees or of any person other than SUBCONTRACTOR'S employees, and from claims for damages because of injury to or destruction of property including loss of use resulting therefrom, and from claims arising out of the performance of SUBCONTRACTOR'S services, caused by any error, omission or negligent act for which SUBCONTRACTOR is legally liable. 6.4.2 SUBCONTRACTOR shall indemnify and save harmless and defend the ENGINEER, its agent, servants and employees from and against any claim, demand or cause of action of every name or nature arising out of error, omission or negligent act of the SUBCONTRACTOR, its agents, servants or employees in the performance of services under this Agreement. Amounts and extent of coverages of such insurance will be indicated on the Certificate of Insurance attached hereto as Exhibit B. 6.4.3 ENGINEER will also cause other independent professional associates and subcontractors retained by ENGINEER for the Project to procure and maintain insurance coverages. 6.5 Successors and Assigns. 6.5.1 ENGINEER and SUBCONTRACTOR each is hereby bound, and the partners, successors, executors, administrators, and legal representatives of each and to the extent permitted by paragraph 6.5.2 the assigns of ENGINEER and SUBCONTRACTOR are hereby bound, to the other party to this Agreement and to the partners, successors, executors, administrators, and legal representatives (and said assigns) of such other party, in respect of all covenants, agreements and obliga- tions of this Agreement. Page 7 of 9 3/85 6.5.2 Neither ENGINEER nor SUBCONTRACTOR shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, Moneys that may become due or moneys that are due) without the written consent of the other, except to the extent that any assignment, sub- letting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to an assign- ment, no assignment will release or discharge the assignor from any duty or responsibility under this Agreement. 6.5.3 Nothing under this Agreement shall be construed to give any rights or benefits in this Agreement to anyone other than ENGINEER and SUBCONTRACTOR and all duties and responsibil- ities undertaken pursuant to this Agreement will be for the sole benefit of ENGINEER and SUBCONTRACTOR and not for the benefit of any other party. 6.6 Delegation of Duties. If in this Agreement it is stated that the Basic Services of SUB- CONTRACTOR are to be performed by one or more specified individuals within SUBCONTRACTOR's organization, only the individuals so spe- cified shall perform services hereunder and their duties shall not be delegated to any other individual or entity without the written consent of ENGINEER. SUBCONTRACTOR may employ such other indepen- dent professional associates and subcontractors as SUBCONTRACTOR may deem appropriate for assistance in the performance of services hereunder with the prior written consent of ENGINEER. SECTION 7. SPECIAL PROVISIONS, EXHIBITS AND SCHEDULES 7.1 Special Provisions. This Agreement is subject to the following special provisions: 7.1.1 The duties and responsibilities of SUBCONTRACTOR described above are supplemented and amended as indicated in Paragraph 1 of Exhibit A 'Further Description of Basic Services, Duties of Owner, Method of Payment and Related Services," which is attached to and made a part of this Agreement. 7.1.2 Additional professional services (Special Services) related to the Assignment will be performed by SUBCONTRACTOR on request of OWNER for an additional professional fee as the parties may subsequently agree. Page 8 of 9 3/85 7.1.3 The SUBCONTRACTOR shall maintain books, records, computer records, documents and other evidence directly pertinent to performance of work under this contract in accordance with generally accepted accounting principles and practices. The SUBCONTRACTOR shall also maintain the financial thformation and data used by the SUBCONTRACTOR in the preparation or support of the cost submission. The State or any of their duly authorized representatives shall have access to such books, records, documents and other evidence for the purpose of inspection, audit and copying. The SUBCONTRACTOR will provide proper facilities for such access and inspection. All records shall be maintained for a minimum of five (5) years after agreement termination or completion. The SUBCONTRACTOR shall have access to all State records pertinent to the program identified in the Agreement, as provided by law. 7.1.4 SUBCONTRACTOR agrees not to discriminate against any employee or applicant with respect to hire, tenure, terms, conditions, or privileges of employment, or a matter directly or indirectly related to employment, because of race, color, religion, national origin, age, sex, height, weight, marital status, or because of a handicap that is unrelated to the person's ability to perform the duties of a particular job or position. A breach of this covenant shall be regarded as a material breach of this Agreement. 7.1.5 In accordance with State policy, the SUBCONTRACTOR agrees that qualified small and/or minority business enterprises shall have the maximum practicable opportunity to participate in the performance of this contract. 7.1.6 If this Agreement involves research, developmental, experi- mental, or demonstration work and any discovery or invention arises or is developed in the course of or under this Agreement, the State shall retain sole authority to patent or license. 7.1.7 The SUBCONTRACTOR agrees that any plans, drawings, specific ,tions, computer programs, technical reports, o- perating manuals, and other work submitted or which are specified to be delivered under this Agreement or which are develc'ed or produced and paid for under this Agreement are subject to the rights of the State of Michigan and the State shall retain an irrevocable license to reproduce, publish and use in whole or in part and to authorize others to do SO 01...rn er 7.1.8 The . - may cancel this Agreement if the ENGINEER or any subcontractor, manufacturer, or supplier of the ENGINEER appears in the register compiled by the Michigan Department of Labor pursuant to Public Act No. 278 of 1980. Page 8a of 9 ENGINEER SUBCONTRACTOR Date: Date: 7.2 Exhtbits and Schedules. The following Exhibits are attached to and made a part of this Agreement: 7.2.1 Exhibit A "Description of Basic Subcontractor Services and Related Matters" consisting of pages,. 7.2.2 Exhibit a - copy of SUBCONTRACTOR's insurance coverages. 7.3 This Agreement (consisting of pages 1 to 9, inclusive) together with the Exhibits identified above constitute the entire agreement between ENGINEER and SUBCONTRACTOR and supers,A2 all prior written or oral understandings. This Agreement and said Exhibits and sche- dules may only be amended, supplemented, modified or cancelled by a duly executed written instrument. IN WITNESS WHEREOF, the parties hereto have made and executed this Agreement as of the day and year first above written. John W. Hawthorne Senior Vice President A. Barry Seymour Associate Date: Date: Page 9 of 9 3/85 EXHIBIT A TO AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN ENGINEER: CAMP DRESSER & McKEE AND SUBCONTRACTOR: RESOURCE RECYCLING SYSTEMS, INC. DESCRIPTION OF BASIC SUBCONSULTANT SERVICES AND RELATED MATTERS This is an exhibit attached to and made a part of and incorporated by reference into the Agreement dated between Camp Dresser & McKee (ENGINEER) and Resource Recycling Systems, Inc. (SUBCONSULTANT) for professional services. 1. SUBCONSULTANT shall provide for ENGINEER under Section 1 of the Agreement, the following Basic Services in Accordance with the terms and conditions of the agreement: PHASE 1 - LONG TERM STRATEGIC PLAN 1.1) Outreach and Education The SUBCONSULTANT will place an emphasis on education throughout Phase I, utilizing the planning process to build a knowledge base for key decision makers, major service providers, and for the general public. This will be accomplished through completion of the following tasks: a. General Press Release announcing beginning of project: short - one page Meetings with Regional Groups including SWPC, MSWB,SOCIA, City of Pontiac, SouthWest Communities, OCATS (Oakland County Association of Townships Super- visors), Oakland County Association of City Managers and the Planning and Building Committee of Oakland County. The meetings will include a slide presentation with basic purpose of introducing project, its goals and methods, presentation of general background information on waste reduction, recycling and composting, and an effort to formally and informally determine level of interest and receive feedback and input. c. Approaching all 61 Oakland County Communities on an individual basis (elected and appointed officials) with basic purpose of introducing project, its goals and methods, presentation of general background information on waste reduction, recycling and composting, and an effort to formally and informally determine level of interest and receive feedback and input. The following steps will be taken: Contact chief elected official by RRS letter (with supporting letter from of County), copies to other elected officials, chief appointed official, chief DPW official, County Commission rep. from that area and to the subsystem board if present. Letter asks them to discuss and appoint a spokesperson for a series of simple Q & A and also asks if there are other nearby communities that they wish to coordinate with. A response form will be included in the packet and a simple questionnaire will be used during follow-up work described below. Phone contact with Spokesperson - set up meeting In person meeting: initial Q & A (not real extensive but looking for a invitation for a presentation to their elected board - 45 minutes, half hour slide show followed by 15 minute Q & A.) Presentation to their elected board - if asked for. A summary report of the meetings with communities and regional groups will be presented to the County Recycling Subcommittee. d. Approach all major Private System Operators (major private sector haulers, disposal facility operators, recycling facility operators, materials brokers, etc.) as well as major industrial waste generators in County (eg: auto plants) with basic purpose of introducing project, its goals and methods, presentation of general background information on waste reduction, recycling and composting, and an effort to formally and informally determine level of interest and receive feedback and input. The following steps will be taken: Contact by RRS letter (with supporting letter from of County) Letter asks them to discuss and appoint spokesperson. A response form will be included in the packet and a simple questionnaire will be used during follow-up work described below. Phone contact to set up meeting (or general phone interview if thats all thats offered) In person meeting: Initial Q & A (not real extensive but looking for detailed responses) e. A survey of the residents and commercial businesses in Oakland County has been included in this set of tasks. Datafax, a firm specializing in surveys for municipal government, will develop two written survey questionnaires that will be designed to present basic concepts on solid waste management and the role that waste reduction, recycling and composting can play in the waste management system. Questions included in the surveys will be designed to identify basic attitudes of the public and business with regard to these methods. In particular, the surveys will drive at the basic willingness of the residents and businesses to participate in the types of recycling and composting programs that may be recommended for the county. The residential and business surveys will be delivered by mail to a sample of these two groups in each of 61 Oakland County communities. The sample size will be sufficiently large to allow a margin of error for all results of plus or minus 5%. This will allow public officials from a specific community to have a reasonable good idea of constituent attitudes in their area when considering what recycling and composting programs to support. Survey delivery and compilation of the results will be scheduled for completion at the conceptual design phase described later in this Phase I section. This proposed schedule will maximize the value of the survey information. Exhibit D, Attachment to RRS Subcontract with CDM, describes the scope of services for the survey work. f. A single page, double sided "Study Update" will be developed and mailed to all parties contacted through earlier mailings and meetings as well as others who have expressed interest in the interim. A mailing list of approximately 1,000 is anticipated. Assist County with Press Conference at end of Phase I: Press packet - media education 1.2) Data Base Development and Presentation The SUBCONSULTANT will define and develop the data base for the project using previous studies, including Oakland County studies, State of Michigan studies, as well as additional field research. A section of the Long Term Strategic Plan will present this data base covering the following areas as they relate to Oakland County: Population distribution, housing density and type, industrial concentrations, retail concentrations, office concentrations. Composition estimates for different demographic types and areas Estimate of quantity of recyclables and compostables in waste stream Description of current waste management system in each community (ie: presence of burn ordinances, hauler licensing, hauler contracting, etc.) Description of regional and county-wide waste management system Description of current recycling and composting systems and activities Estimate current level of materials recovery Project materials generation and recovery into future assuming status quo g. 1.3) Recycling and Composting System Design The SUBCONSULTANT will describe the generic system design parameters for programs and technologies that address the targeted materials including crankcase oil, newsprint, corrugated cardboard, office paper, tires, glass, plastics, compostable materials, ferrous and non ferrous metals, batteries, white goods, and other household goods. Only systems that have an applicability to Oakland County will be discussed. These systems will be generically described in a section of the Long Term Strategic Plan in terms of: Materials Management and Control Systems Collection Systems Processing Systems Marketing and Distribution Systems 1.4) End Uses and Markets The SUBCONSULTANT will describe the end uses and markets available for Oakland County and its municipalities covering all materials described in the previous section. These end uses and markets will be described in a section of the Long Term Strategic Plan in terms of: Market Specifications Location, Distance and Name of Specific Facilities Required Transportation Arrangements and Costs Range of Market Demand and Pricing At this stage in the project the SUBCONSULTANT will provide a draft of Sections 1.2 - 1.4 to the Recycling Subcommittee and SWPC for review and comment. This report will include an inventory of current recycling and composting programs and services available in the area. 1.5) Recycling and Composting Evaluation Parameters - summarize by technology and material The SUB CONSULTANT will develop a set of evaluation criteria and parameters relative to the Oakland County situation. As a preliminary screening method the SUBCONSULTANT will apply those criteria and parameters to the generic technologies and target materials described in earlier sections. Information provided will cover the items listed below: Range of likely capital and operating costs Potential for profitability Availability of alternative revenue sources (ie: grants, subsidies and diversion credits) Potential for impact on waste stream Possible impact on balance of waste disposal system Others as deemed necessary 1.6) Recycling and Composting Options for Oakland County: The SUBCONSULTANT will provide a set of recycling and composting options that will be developed in more detail for Oakland County. This section in the Long Range Strategic Plan will review the overall goals that have been set, complete the preliminary prioritization and screening of certain technologies and materials, provide an overview description of the technological and system options that will be considered for Oakland County, identify potential roles for Oakland County government, and provide summaries of examples of experience in other Michigan communities and in other states. Additional more detailed one page case studies of these examples will be included in the Appendix. The SUBCONSULTANT will present Sections 1.5 and 1.6 in draft form to the client for review, discussion and feedback - with special attention paid to discussion of potential roles for Oakland County government. This discussion will begin first with Oakland County DPW staff and then move to the Recycling Subcommittee, the Solid Waste Planning Committee and finally, the County Planning and Building Committee. 1.7) Conceptual Program Design The SUBCONSULTANT will complete a conceptual design for a waste reduction, recycling and composting program for Oakland County building on the background work completed in all previous sections. This section of the Long Range Strategic Plan will define the need for specific capacity, facilities, and equipment while covering issues of vertical and horizontal integration in the development, ownership and operation of those facilities. The time horizon will be long term - five years and longer. Programs described in this section will be full coverage programs addressing both short and long tel in needs. After providing an overview of the program design, this section will rely extensively on a set of brief program descriptions for subsystems and subfunctdons. For each community and major participant, a one to three page document will describe the specific program recommen- dations that they may want to consider. Areas covered will include materials, volumes, markets, equipment, management structures, education/promotion efforts, participation incentive systems and more. These program descriptions will serve as the basic building block for further implementation work with each community and major participant. 1.8) Economic and Qualitative Analysis The SLTBCONSULTANT will provide both an economic and a qualitative analysis of the costs, risks and benefits for each of the projects. This section will cover the following: Technical feasiblity Economic feasibility (capital costs, fixed and variable operating costs) Other qualititative factors that contribute to feasibility Sensitivity of program feasibility to certain key assumptions Expected economic and non-economic benefits for each community and major participant 1.9) Summary of Final Recommendations The SUBCONSULTANT will conclude the Long Range Strategic Plan with a section that provides a summary of the system and major subsystem programs including their expected materials, volumes, costs and benefits. A brief description of short and long term implementation tasks will be provided with assignments to specific communities and major participants. 1.10) Delivery of Phase I Long Range Strategic Plan The SUBCONSULTANT will provide copies of the Long Range Strategic Plan in draft form for review and comment. Up to 150 total copies will be provided during the draft review process. The draft will be presented during meetings with the Recycling Subcommittee, the SWPC, the Planning and Building Committee (and the Board of Commissioners if desired). After any necessary revisions 200 copies of the final version will be provided to the DPW Staff. As part of Phase I, the following deliverables will be provided to the Oakland County Department of Public Works by the SUBCONSULTANT: Two copies of the slide show and script used in the initial presentations and meetings A summary report of the meetings with communities and regional groups A report on the survey results (if the survey is included in the project) The "Study Update" mailed to all participants A copy of the press packet prepared for the Press Conference A Long Range Strategic Plan that includes the following sections: Data Base, System Design, End Uses and Markets Evaluation Criteria and Recycling/Composting Options Conceptual Program Design, and Economic/Qualitative Analysis Summary of Final Recommendations A Progress Report summarizing work to date for insert into the County Solid Waste Plan PHASE H: PREPARATION OF IMPLEMENTATION PLANS 2.1) Building County In-House Implementation Capability The SUBCONSULTANT will assist the County Department of Public Works or designated agent in developing in-house capability for the implementation program - capability that will need to be in place before the communities and major participants proceed with implementation. Although the roles and responsibilities of the County will not be certain until later, it is likely that a county-wide education effort will be needed. This typically would include development of a logo, theme, brochure and flyers that are easily adapted for use by individual communities as well as designation of new or existing staff persons as responsible for certain program implementation tasks. 2.2) Building Municipal Capability through Outreach and Education The SUBCONSULTANT will begin the implementation process with a public outreach and education effort including the following subtasks: Meet with spokesperson of each potential participant for a "practicality test" to determine the general willingness, interest, capabilities and commitment of that participant. A series of three Public Forums to gamer general public interest and support. These forums will include a slide presentation describing implementation of various program options. Meetings with "key personnel" from interested participants about recommendations for that particular community or major participant. A status report on these meetings will be provided through a presentation to the Recycling Subcommittee (and the SWPC if desired). 2.3) Building Private-Sector Capability through Outreach and Education The SUBCONSULTANT will assist the private sector in developing the capability to respond to the recommended programs through phone contact and individual meetings, where the recommended programs will be described and the potential role of each private sector participant will be discussed. 2.4) Development of Detailed Implementation Plans The SUBCONSULTANT will use the information garnered in the three previous tasks to develop Detailed Implementation Plans for each community or major participant included in the Long Range Strategic Plan. This will include amending or phasing in the recommended programs to fit each participants capabilities. The Detailed Implementation Plan Document(s) will identify implementation tasks as well as specific major milestones and critical paths for each participant. Drafts of these detailed implementation plans will be presented to the Recycling Subcommittee for review and comment at this stage in their development. These plans will include: Planning Timelines for Capital Improvements Capital and Operating Budget Timelines Legal Agreement Structures and Timelines Staffing Structures and Timelines Barriers that must be avoided or eliminated before implementation of certain phases Other elements as required 2.5) Presentation of Detailed Implementation Plans The SUBCONSULTANT will provide each community or major participant with a presentation to describe their particular Detailed Implementation Plan. A slide presentation describing implementation of various program options will be provided. To the extent possible the presentation will outline near tem' steps required to proceed with the successful implementation of the program as described. Up to 35 meetings are anticipated for this phase. 2.6) Delivery of Phase II Detailed Implementation Plans The SUBCONSULTANT will provide copies of the Detailed Implementation Plans in draft foi iii for review and comment. Up to 150 total copies will be provided during the draft review process. The draft will be presented during meetings with the Recycling Subcommittee, the SWPC, the Planning and Building Committee (and the Board of Commissioners if desired). After any necessary revisions 200 copies of the final version will be provided to the Oakland County Department of Public Works. As part of Phase II, the following deliverables will be provided to the Oakland County Department of Public Works by the SUBCONTRACTOR: Two copies of the slide show and script used in the Public Forums and in the presentation of the implementation plans A summary report of the meetings with communities, regional groups and private sector participants A set of Detailed Implementation Plans for each community and major participant that has agreed to be involved in the program. PHASE HI TECHNICAL ASSISTANCE DURING IMPLEMENTATION On a retainer basis and by mutual written agreement of both parties the SUBCONSULTANT is available to provide additional technical assistance during a Phase III implementation process to insure that major milestones and system goals are attained. Technical assistance can include preparation of Clean Michigan Fund grants, proposals for other state funding opportunities, budgets and supporting documentation, requests for qualifications, requests for proposals, operating leases and agreements, as well as numerous other tasks and assignments. These types of tasks are not included in Phase I and II as described in this Scope of Work. 2. The time periods for the performance of the SUBCONSULTANT's services are as follows: The work described in Section 1, above, will be performed within ten months after the date of this Agreement. Details are shown in Exhibit B, "Estimated Time Line". 3: Compensation for services of principals and employees of SUBCONSULTANT rendered pursuant to Section 1 will be on the following bases: For the services performed under Section 1, above, ENGINEER agrees to pay SUBCONSULTANT as follows: a: For work done by the SUBCONSULTANT, at the direct labor cost, plus 100 percent of the direct salary cost for indirect labor costs, overhead, and fee. Exhibit C, Esimated Project Costs, contains a complete breakdown of the project budget. b: For direct expenses, defined as those expense costs other than salary costs that are incurred during the progress of the work. The actual out-of-pocket expense costs include: air fare, automobile rental, mileage charges, parking, tolls, taxi, meals, lodging, telephone, printing and reproduction costs, and other miscellaneous costs specifically for the project. c: The total cost of all Services under Section 1 shall not exceed $157,954 d: ENGINEER has approved the following budget for the Services under Section 1: Direct Labor $42,360 Overhead, Indirect Labor, and Fee $42,360 Other Direct Costs $16,750 Survey Costs (DataFax) $56,484 TOTAL $157,954 e: By mutual agreement, line items in the budget may be adjusted to suit the actual conduct of the work without changing the cost of Services, above. PHASE I Task 1.1 Task 1.2 Task 1.3 Task 1.4 Task 1.5 Task 1.6 Task 1.7 Task 1.8 Task 1.9-10 PHASE II Task 2.1 Task 2.2 Task 2.3 Task 2.4 Task 2.5-6 PHASE III Outreach and Education Data Base Development and Presentation System Design Parameters End Uses and Markets Evaluation Parameters Options for Oakland County Conceptual Program Design Economic and Qualitative Analysis Summary of Final Recommendations Building In-House Capability Building Municipal Capabilities Building Private Sector Capabilities Detailed Implementation Plans Final Presentations PROJECT: DA'1E: EST BY: Oakland County Recycling and Composting Program January 26, 1988 James Frey, Resource Recycling Systems, Inc. ESTIMATED TIMELINE TASK April May June July August September October November December January XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXX XXXXXXXX XXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXX XXXXXXXXXXXXXX XXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXX XXXXXXXXX XXXXXXXXXXXXXX XXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXX XX XX XXX XXX XXXX 280 760 140 660 330 370 2540 $42,360 PROJECT: Oakland County Recycling and Composting Program DATE: January 16, 1988 EST BY: James Frey, Resource Recycling Systems, Inc. ESTIMATED PROJECT COSTS TASK I Project Technical Commun. Research Systems Clerical/ I C 0 S T I Manager Specialist Specialist Associate Analyst Tech Writer I TOTALS I J. Frey K. Sandford C. Chown S. Drew L. McCabe Direct Cost/hr --> I $21.00 $21.00 $17.50 $12.00 $12.00 $9.00 Hours Cost PHASE I Task 1.1 Outreach and Education Task 12 Data Base Development and Presentation Task 1.3 System Design Parameters Task 1.4 End Uses and Markets Task 1.5 Evaluation Parameters Task 1.6 Options for Oakland County Task 1.7 Conceptual Program Design Task 1.8 Economic and Qualitative Analysis Task 1.9-10 Summary of Final Recommendations PHASE II Task 2.1 Building In-House Capability Task 2.2 Building Municipal Capabilities Task 2.3 Building Private Sector Capabilities Task 2.4 Detailed Implementation Plans Task 2.5-6 Final Presentations PHASE HI To be determined 155 20 135 20 20 50 400 $6,968 30 30 60 10 90 30 250 $3,780 20 5 50 5 30 20 I 130 $2,000 5 30 10 10 10 20 I 85 $1,330 10 10 40 20 10 I 90 $1,450 50 20 50 30 30 I 180 $2,975 80 50 40 30 20 30 250 54,300 50 30 30 10 50 30 200 $3,195 20 10 10 20 I 60 $895 20 5 40 5 20 90 $1,465 80 20 60 10 20 190 $3,450 40 20 10 10 10 20 110 $1,855 80 20 45 30 40 50 265 $4,178 120 20 80 20 240 $4,520 IAS NEEDED... Overhead @ 100 % Other Direct Costs (see schedule) TOTAL COSTS , SURVEY $42,360 $16,750 $101,470 856,484 TOTAL COSTS WITH SURVEY $157,954 PROJECT: DATE: EST BY: Oakland County Recycling and Composting Program January 16, 1988 James Frey, Resource Recycling Systems, Inc. ESTIMATED DIRECT PROJECT COSTS COST ITEM PHASE I Mileage Introductory Slide Show Study Update Printing Study Update Postage Media Package Printing Draft Report Printing Final Report Printing Other Printing Other Postage Fees - Plans and Maps Long Distance Phone PHASE II Mileage Logo and Ed. Materials Development Implementation Slide Show Draft Report Printing Final Report Printing Other Printing Other Postage Long Distance Phone DESCRIPTION 75 trips @ 100 miles each @ 200/mile 2 sets @ $150/set 1000 two sided @150/sheet 1000 @ 220/piece 50 sets @ $10/set 150 @ 300 pages @ 40/pg 200 @ 300 pages @ 40/pg + $1/binding 7500 copies @ 40/copy 750 @ 220 + 50 @ $2 + 10 @ $9 6 months @ $75/month 100 trips @ 100 miles each @ 200/mile Media Specialist 2 sets @ $150/set 150 @ 250 pages @ 40/pg 200 @ 250 pages @ 40/pg + $1/binding 5500 copies @ 40/copy 500@ 220+ 50@ $2+ 5@ $9 4 months @ $50/month $1,500 $300 $150 $220 $500 $1,800 $2,600 $300 $355 $100 $450 $1,800 $2,000 $300 $1,500 $2,200 $220 $255 $200 PHASE III To be determined TOTAL DIRECT COSTS $16,750 A ll'ACHMENT jp RR S SUBCONTRACT WITH CDM Proposal to survey attitudes concerning solid waste issues among residents and commercial businesses in Oakland County DATAFAX, Inc. 3364 Washtenaw Avenue Ann Arbor, MI 48104 (313) 973-0002 I. THE SAMPLE: The SAMPLE shall include a statistically valid representation of the residential and commercial landfill users within the Oakland County wasteshed. Populations to be sampled include: 1) Residents - Oakland County: Total Sample Size - 3,600 This population will be sampled from among the 397,454 estimated households in Oakland County. (Based on January 1987 estimates provided by Oakland County Planning Department.) The residential sample shall include the following groups:. A) Cities and townships with more than 20,000 households This population includes the 7 largest cities and townships in Oakland County totalling 184,822 households. The sample will be proportionately stratified by census tract within each township/city. Sample size = 1,700. Approximately 1000 households are expected to respond to the survey. B) Cities and townships with households totalling 10,000 to 20,000 This population includes 6 cities and urban townships in Oakland County totalling 76,592 households. The sample will be proportionately stratified by census tract within each township/city. Sample size = 700. Approximately 400 house- holds are expected to respond to the survey. C) Cities with less than 10,000 households This population includes 30 cities in Oakland County totalling 76,944 households. The sample will be proportionately stratified by census tract within each city. Sample size = 600. Approximately 350 households are expected to respond to the survey. D) Rural townships with less than 10,000 households This population includes 16 townships in Oakland County totalling 59,096 households. The sample will be proportionately stratified by census tract within each township. Sample size = 600. Approximately 350 households are expected to respond to the survey. NOTE: Although there are 61 geo-political units in Oakland County, two townships (Novi Township and Southfield Township) have been almost totally incorporated into surrounding cities. These two townships have been reduced to "township islands", are too small to salople, and have been included as part of the Novi and Southfield samples. 2) Commerical Businesses/Entire County Total Sample Size = 750 This population shall include a sample of the 30,000 commercial business establishments in Oakland County (as provided by the Oakland County Economic Development Department). This sample will be stratified proportionately by 20 major SIC commercial business classifications (i.e., heavy manufacturing, light manufacturing, retail, office, construction, etc.). Sample size = 750. Approximately 375 businesses are expected to respond to the survey (at a 95% confidence level with an estimated sample error of 5.1%). II. PROJECT STAGES: 1) Generalized Scope of Services: For all of the major sub-populations within the SAMPLE, the generalized work program includes the development of questionnaires, drawing of the sauple, management of data collection (mailout/telephone), data processing, and data analysis/interpretation. A final report shall be written describing the overall results of the survey. 2) Detailed Project Stages: A) Develop Questionnaire The consultant shall assist County staff in the development of both survey instruments. The Consultant shall oversee layout and design of these mailout surveys. This involves the development of survey questions, plus numerous meetings with staff, artists, typists, and citizen committees, over the course of several drafts. B) Design Survey Packet The Consultant shall oversee design of 1st, 2nd, and 3rd cover letters for each of the major mailout surveys. This also involves numerous meetings with staff and committees, over the course of several drafts. For each of the mailout surveys, the Consultant shall also: * Produce artwork for "camera ready" inbound envelopes, according to U.S. Government specifications. • Design "Cover Sheet" for appropriate survey instruments. C) Print Survey Packet The Consultant shall be responsible for the printing of: * Outbound envelopes * Inbound envelopes for each survey instrument * 1st, 2nd and 3rd cover letter for each survey instrument * Cover Sheets where appropriate * Survey instruments for both surveys This involves meetings with a local printer, re: color, paper weight, etc. D) Develop the Sample The Consultant shall be responsible for the development of: * The Oakland County Resident population sample * The Commercial Business sample The Consultant is responsible for the development of all databases necessary to "house" the samples being built. These databases shall be utilized during later phases of the survey to: * print mailing labels * validate/log-in returned surveys E) Data Collection For each of the mailout surveys: * The Consultant is responsible for the folding, numbering, number matching, and insertion of all surveys to be mailed. * Inserted items include: survey, cover letter, cover sheet (if applicable), return inbound envelope (postage paid). * The Consultant shall conduct 2 to 3 mailouts for each sample. The first mailout will include the entire sample. Two additional mailings will also go out to all non- responding households over the following two months. * The Consultant shall obtain a minimal response rate of 50 to 70 percent for both mailout surveys. * If necessary, follow-up telephone calls shall be made to all non-respondents to increase the response rate. The Consultant shall complete these telephone calls. * The Consultant is responsible for obtaining the telephone numbers of all non-respondents. * The Consultant s..hall provide all mailing labels necessary for each of the three mailouts for both surveys. F) Data Processing/Entry For each of the mailout surveys: * A code book shall be developed by the Consultant. It shall include all variables/fields for each mailout survey. * The Consultant shall be responsible for the receipt, validation, and log-in of all mailout surveys. All surveys received shall be logged-in to the Sample database. * For all mailout surveys the Consultant shall: * edit all returned surveys * code all open end questions * data enter all closed end responses * check code/verify all responses G) Data Tnalysis/Interpretation For each of the mailout surveys: * A running tally of response rates shall be maintained. * Data analysis shall minimally consist of frequency distributions and descriptive statistics on all variables. * Additional bivariate analysis/cross-tabulations will be run by neighborhoods/socio-economic and other selected strata. All bivariate analysis will be dependent on final selection of questions, and any apparent trends within questions. * The data may need to be weighted (depending on sample size and response rate). * An analysis of non-response will also be provided as well as an analysis of overall statistical validity. H) Written Final Report A written report on the findings of the both mai lout surveys will be completed by the Consultant. The written report of the findings will be suitable for public review. County staff shall provide direction regarding the final form of this document. III. COSTS: The following is a breakdown of costs associated with conducting the Waste Disposal Survey. 1• Oakland County Residents • • • • • • • • • • • • • • • • • • • • • • • • • • Direct Labor $ 22,140 Direct Costs $ 17,920 * $ 40,060 2. Connerical Businesses ......... ......... ..... $ 13,424 Direct Labor Direct Costs $ 9,804 $ 3,620 * 3. Write Final Report asseadoe•saao••••••nn •••••••••n ••n • $ 3,000 TOTAL PROJECT COSTS: $ 56,484 NOTE: These costs include printing (surveys, cover letters, etc.), xerox, labels, envelopes, telephone charges, and postage. Outbound postage $ 8,900 Inbound postage = $ 2,300