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HomeMy WebLinkAbout2011-01-18-Meeting Agenda Commission Meeting Agenda Commission Chamber 1/18/2011 5:00 PM INVOCATION: Rev. Melvin Lowry, Pastor, Belle Terrace Presbyterian Church. PLEDGE OF ALLEGIANCE TO THE FLAG OF THE UNITED STATES OF AMERICA. RECOGNITION(S) Employee of the Month A. Ms. Natasha McFarley, Administrative Assistant for Mayor Deke Copenhaver. Attachments Employee of the Year B. Sgt. Perry Fogle, Richmond County Sheriff's Department, Attachments CONSENT AGENDA (Items 1-5) PLANNING 1. Z-11-01 – A request for concurrence with the Augusta Richmond County Planning Commission to approve with the condition that there be no outside storage of materials, products or supplies; a petition by Campbell Recycling requesting a Special Exception in an HI (Heavy Industry) Zone to establish a recycling center per Section 24-2 (16) of the Comprehensive Zoning Ordinance for Augusta-Richmond County affecting property containing approximately 2.58 acres and known as 250 Dan Bowles Road. (Tax Map 087-2-122-01-0) DISTRICT 2 Attachments 2. Z-11-02 – A request for concurrence with the Augusta Richmond County Planning Commission to approve a petition by Richard A. Rezzelle, on behalf of Edward L. Oetjen, requesting a change of zoning from Zone R-1 (One-family Residential) to Zone A (Agriculture) affecting property containing approximately 38 acres and known as 3816 Byrd Road. (168-0-067-05-0) DISTRICT 6 Attachments 3. Z-11-03 – A request for concurrence with the Augusta Richmond County Planning Commission to approve with the following conditions 1) use of the property is for the manufacture of food products only; 2) should there cease to be a valid business license the 1 acre shall revert to R-1 zoning; and 3) there shall be no signage; a petition by Nevin Strite requesting a change of zoning from Zone R-1 (One-family Residential)) to Zone B-2 (General Business) affecting property containing approximately 1 acre and that is part of 4580 Peach Orchard Road. (Part of Tax Map 298-0-013-01-0) DISTRICT 8 Attachments 4. Z-11-05 – A request for concurrence with the Augusta Richmond County Planning Commission to approve a petition by Mark Johnson, on behalf of Augusta Solid Waste, requesting a change of zoning from Zone A (Agriculture) to Zone LI (Light Industry) affecting property containing approximately 24 acres located on the southeast corner of the intersection of Deans Bridge Road and Birdwell Road and known as 4260 Deans Bridge Road and multiple addresses on Birdwell Road. (Tax Map 163-0; multiple parcels, a complete list is available at the Planning Commission office) DISTRICT 8 Attachments PETITIONS AND COMMUNICATIONS 5. Motion to approve the minutes of the regular meeting of the Commission held January 4, 2011. Attachments ****END CONSENT AGENDA**** AUGUSTA COMMISSION 1/18/2011 AUGUSTA COMMISSION REGULAR AGENDA 1/18/2011 (Items 6-32) PLANNING 6. Z-11-04 – A request for concurrence with the Augusta Richmond County Planning Commission to deny a petition by Larry McCord, on behalf of Clifton Michael Hunter, requesting a change of zoning from Zone P-1 (Professional) to Zone B-1 (Neighborhood Business) affecting property containing .72 acres and known as 3879 Belair Road. (Tax Map 052-0-014-00-0) DISTRICT 3 Attachments PUBLIC SERVICES 7. New Application: A. N. 11 - 01: A request by William E. Williamson for a retail Attachments package Beer & Wine license to be used in connection with Aficionados, LLC located at 307 Eighth St. District 1. Super District 9. 8. New Ownership Application: A. N. 11 - 02: A request by Daryl S. Hawthorne for an on premise consumption Liquor, Beer & Wine license to be used in connection with Club Premiere located at 3054 Damascus Rd. There will be Dance. District 5. Super District 9. Attachments 9. New Ownership Application: A. N. 11 - 03: A request by Brad Parker for an on premise consumption Beer license to be used in connection with Forest Hills Golf Club located at 1500 Comfort Rd. There will be Sunday Sales. District 3. Super District 10. Attachments 10. New Ownwership Application: A. N. 11 - 04: A request by Melissa Winter for an on premise consumption Liquor, Beer & Wine license to be used in connection with Thu's Rub It Inn Lounge located at 2706 Gordon Hwy. There will be Dance. District 3. Super District 10. Attachments 11. Motion to approve Renaissance Marketing as the Bus and Shelter Advertiser for Augusta Public Transit. The contract is for three (3) years with two one year option renewal. (Approved by Public Services Committee December 13, 2010) (Referred from December 21 Commission meeting) Attachments 12. Motion to approve an ordinance to amend the Augusta, Georgia Code Title Six Section 6-2-76 relating to distance between locations of package stores from 1½ mile to 500 yards. Attachments 13. Motion to approve the renewal of a lease of property at Wood St. Park with Augusta Rugby Club. Attachments 14. Motion to accept and approve a State of Georgia DOT grant for phase 1 rehabilitation of runway 17-35 at Augusta Regional Airport in the amount of $21, 961.00. Attachments ADMINISTRATIVE SERVICES 15. Motion to approve personnel policy and procedures manual. Attachments 16. An Ordinance to amend the Augusta, Georgia Code, Article One, Chapter Attachments Ten, relating to the procurement of goods and services and the Local Small Business Opportunities Program so as to provide updates and to establish policies, procedures and guidelines regarding the procurement process and the Local Small Business Opportunities Program; to repeal all Ordinances and parts of Ordinances in conflict herewith; to provide an effective date and for other purposes. 17. An Ordinance to present proposal to amend the Augusta, Georgia Charter and Laws of Local Application, Section 1-40 relating to Equal Opportunity; to separate the function of Equal Employment Opportunity from Minority and Small Business Opportunities; to provide policies and guidelines; to create a Local Small Business Advisory Board; to repeal all Charter, Code Sections and Ordinances and parts of Charter, Code Sections and Ordinances in conflict herewith; to provide an effective date and for other purposes. Attachments 18. Motion to approve an Ordinance to amend the Augusta, GA Code Title Two Sections 1-7-11 through 1-7-21 to amend the personnel system; to repeal all code sections and ordinances and parts of the code sections and ordinances in conflict. Attachments 19. Update from the Housing and Community Development Department regarding the request from Ms. Elizabeth Jones, Executive Director, Shiloh Community Center, for funding from the ARC Housing and Community Development Department. (Referred from January 4 Commission meeting) Attachments FINANCE 20. Approve request from the Augusta Regional Airport and Augusta Aviation Commission to purchase three (3) multi-purpose use vehicles for designated departments. Attachments 21. Approve the replacement of 44 public safety vehicles using Sales Tax Funds as approved in the Sales Tax Referendum for Phase VI. Attachments 22. Approve Implementation of Furlough Reduction for 2011, approve selected dates for building closure, and to declare those dates "unpaid days of rest" in accordance with O.C.G.A. 36-1-12 and 15-6-93. Attachments 23. Approve property insurance coverage for 2011 offered through Affiliated FM Insurance for a premium of $ 290,860 on a $ 50,000 deductible per occurrence policy ($100,000 deductible on flood, earthquake and Fort Gordon property). Breakdown on quote: $272,860 property coverage, $10,000 engineering fee and $8,000 terrorism coverage. Quote is based on property values of $580,000,000 as of 10/30/10. Attachments Premium represents a cost of $0.05 per $100 in property value. 24. Consider a request for reconsideration due to his absence from the country from Dr. M. H. Shekastehband regarding the denial of his request for credit for fees and interest concerning property located on Hampton Drive. (Disapproved in December 21 Commission meeting) Attachments 25. Approve the continuation of the GPS tracking subscription service for 450 units installed on Augusta vehicles. Attachments ENGINEERING SERVICES 26. Motion to award bid to Harris Trucking and Construction, (Low Bidder) in the amount of $29,500 for the removal of 160' x 36" failed corrugated metal pipe (CMP), two concrete storm boxes, and removal and replacement of fences at Burning Tree Lane. The failed CMP will be replaced with HDPE. Attachments 27. Award contract for construction of Lombard Mill Pond Trails pursuant to a Georgia Recreational Trails Grant. Attachments 28. Approve the selection committee’s recommendation to select Alternative Construction & Environmental Solutions, Inc. to provide Environmental Engineering Services for the Augusta, Georgia Municipal Building Renovations and Modernization. Attachments 29. Motion to approve the revised Tree Ordinance as requested by a petition by the Augusta Richmond County Tree Commission. Attachments 30. Authorize the execution of an agreement with the U. S. Department of the Interior U. S. Geological Survey (USGS) for the operation, modeling, and analyzing of monitoring wells to investigate water levels and water quality for Augusta’s Groundwater Production Facilities in the amount not to exceed of $89,412. Attachments ATTORNEY 31. Motion to approve 2011 Budget Resolution. Attachments LEGAL MEETING Upcoming Meetings www.augustaga.gov A. Pending and Potential Litigation. B. Real Estate. C. Personnel. 32. Motion to authorize execution by the Mayor of the affidavit of compliance with Georgia's Open Meeting Act. Commission Meeting Agenda 1/18/2011 5:00 PM Invocation Department: Caption:Rev. Melvin Lowry, Pastor, Belle Terrace Presbyterian Church. Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Commission Meeting Agenda 1/18/2011 5:00 PM Employee of the Month Department: Caption:Ms. Natasha McFarley, Administrative Assistant for Mayor Deke Copenhaver. Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Attachment number 1Page 1 of 1 Commission Meeting Agenda 1/18/2011 5:00 PM Employee of the Year Department: Caption:Sgt. Perry Fogle, Richmond County Sheriff's Department, Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Attachment number 1Page 1 of 1 Commission Meeting Agenda 1/18/2011 5:00 PM Z-11-01 Department:Planning Commission Caption: Z-11-01 – A request for concurrence with the Augusta Richmond County Planning Commission to approve with the condition that there be no outside storage of materials, products or supplies; a petition by Campbell Recycling requesting a Special Exception in an HI (Heavy Industry) Zone to establish a recycling center per Section 24-2 (16) of the Comprehensive Zoning Ordinance for Augusta-Richmond County affecting property containing approximately 2.58 acres and known as 250 Dan Bowles Road. (Tax Map 087-2-122-01-0) DISTRICT 2 Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Commission Meeting Agenda 1/18/2011 5:00 PM Z-11-02 Department:Planning Commission Caption: Z-11-02 – A request for concurrence with the Augusta Richmond County Planning Commission to approve a petition by Richard A. Rezzelle, on behalf of Edward L. Oetjen, requesting a change of zoning from Zone R-1 (One-family Residential) to Zone A (Agriculture) affecting property containing approximately 38 acres and known as 3816 Byrd Road. (168-0- 067-05-0) DISTRICT 6 Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Commission Meeting Agenda 1/18/2011 5:00 PM Z-11-03 Department:Planning Commission Caption: Z-11-03 – A request for concurrence with the Augusta Richmond County Planning Commission to approve with the following conditions 1) use of the property is for the manufacture of food products only; 2) should there cease to be a valid business license the 1 acre shall revert to R-1 zoning; and 3) there shall be no signage; a petition by Nevin Strite requesting a change of zoning from Zone R-1 (One-family Residential)) to Zone B-2 (General Business) affecting property containing approximately 1 acre and that is part of 4580 Peach Orchard Road. (Part of Tax Map 298-0-013-01- 0) DISTRICT 8 Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Commission Meeting Agenda 1/18/2011 5:00 PM Z-11-04 Department:Planning Commission Caption:Z-11-04 – A request for concurrence with the Augusta Richmond County Planning Commission to deny a petition by Larry McCord, on behalf of Clifton Michael Hunter, requesting a change of zoning from Zone P-1 (Professional) to Zone B-1 (Neighborhood Business) affecting property containing .72 acres and known as 3879 Belair Road. (Tax Map 052-0-014- 00-0) DISTRICT 3 Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Commission Meeting Agenda 1/18/2011 5:00 PM Z-11-05 Department:Planning Commission Caption: Z-11-05 – A request for concurrence with the Augusta Richmond County Planning Commission to approve a petition by Mark Johnson, on behalf of Augusta Solid Waste, requesting a change of zoning from Zone A (Agriculture) to Zone LI (Light Industry) affecting property containing approximately 24 acres located on the southeast corner of the intersection of Deans Bridge Road and Birdwell Road and known as 4260 Deans Bridge Road and multiple addresses on Birdwell Road. (Tax Map 163-0; multiple parcels, a complete list is available at the Planning Commission office) DISTRICT 8 Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Commission Meeting Agenda 1/18/2011 5:00 PM Alcohol Application Department:License & Inspections Caption:New Application: A. N. 11 - 01: A request by William E. Williamson for a retail package Beer & Wine license to be used in connection with Aficionados, LLC located at 307 Eighth St. District 1. Super District 9. Background:This is a new application. Analysis:The applicant meets the requirements of the Augusta Richmond County Alcohol Ordinance. Financial Impact:The applicant will pay a fee of $1210.00. Alternatives: Recommendation:License & Inspections recommends approval. The RCSD recommends approval. Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 2 Attachment number 1Page 2 of 2 Commission Meeting Agenda 1/18/2011 5:00 PM Alcohol Application Department:License & Inspections Caption:New Ownership Application: A. N. 11 - 02: A request by Daryl S. Hawthorne for an on premise consumption Liquor, Beer & Wine license to be used in connection with Club Premiere located at 3054 Damascus Rd. There will be Dance. District 5. Super District 9. Background:This is a new ownership application. Formerly in the name of Keith Douglas. Analysis:The applicant meets the requirements of the Augusta Richmond County Alcohol Ordinance. Financial Impact:The applicant will pay a fee of $ $4,345.00. Alternatives: Recommendation:License & Inspections recommends approval. The RCSD recommends approval. Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 2 Attachment number 1Page 2 of 2 Commission Meeting Agenda 1/18/2011 5:00 PM Alcohol Application Department:License & Inspections Caption:New Ownership Application: A. N. 11 - 03: A request by Brad Parker for an on premise consumption Beer license to be used in connection with Forest Hills Golf Club located at 1500 Comfort Rd. There will be Sunday Sales. District 3. Super District 10. Background:This is a new ownership application. Formerly in the name of Kathy Walker. Analysis:The applicant meets the requirements of the Augusta Richmond County Alcohol Ordinance. Financial Impact:The applicant will pay a fee of $1815.00. Alternatives: Recommendation:License & Inspections recommends approval. The RCSD recommends approval. Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 2 Attachment number 1Page 2 of 2 Commission Meeting Agenda 1/18/2011 5:00 PM Alcohol Application Department:License & Inspections Caption:New Ownwership Application: A. N. 11 - 04: A request by Melissa Winter for an on premise consumption Liquor, Beer & Wine license to be used in connection with Thu's Rub It Inn Lounge located at 2706 Gordon Hwy. There will be Dance. District 3. Super District 10. Background:This is a new ownership application. Formerly in the name of Thu Starkey. Analysis:The applicant meets the requirements of the Augusta Richmond County Alcohol Ordinance. Financial Impact:The applicant will pay a fee of $4345.00. Alternatives: Recommendation:License & Inspections recommends approval. The RCSD recommends approval. Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 2 Attachment number 1Page 2 of 2 Commission Meeting Agenda 1/18/2011 5:00 PM Augusta Public Transit Advertising Department:Augusta Public Transit Caption:Motion to approve Renaissance Marketing as the Bus and Shelter Advertiser for Augusta Public Transit. The contract is for three (3) years with two one year option renewal. (Approved by Public Services Committee December 13, 2010) (Referred from December 21 Commission meeting) Background:A bid request for RFP Item #10-154 (Request For Proposals) for Professional Transit Advertising was issued on July 13, 2010, with the RFP due to Procurement on August 20, 2010. Two proposals were received; the evaluation committee met on August 31, 2010 and found neither company met the qualifications. The bid request for RFP Item #10-154A was re- issued on September 14, 2010, with the RFP due to Procurement on October 7, 2010. Two proposals were received; the evaluation committee met on October 15, 2010 and found that Renaissance Marketing met the qualifications. Analysis:Support of the agenda will give Augusta Public Transit the opportunity to move forward with its advertising on the buses and shelters. Financial Impact:Continuing revenue for Augusta Public Transit. Alternatives:None. Recommendation:To approve Renaissance Marketing as the advertiser for APT. Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Attachment number 1Page 1 of 7 Attachment number 1Page 2 of 7 Attachment number 1Page 3 of 7 Attachment number 1Page 4 of 7 Attachment number 1Page 5 of 7 Attachment number 1Page 6 of 7 Attachment number 1Page 7 of 7 Commission Meeting Agenda 1/18/2011 5:00 PM Ordinance to amend the distance between locations of Package Stores Department:Law Caption:Motion to approve an ordinance to amend the Augusta, Georgia Code Title Six Section 6-2-76 relating to distance between locations of package stores from 1½ mile to 500 yards. Background:Augusta, Georgia Code Section 6-2-76 was amended in April 2008 to provide for an exception to the 1½ mile distance for hardship reasons. The distance of 500 yards is consistent with current State Law. Analysis: Financial Impact: Alternatives:Deny Motion Recommendation:Approve Motion Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 3 Attachment number 1Page 2 of 3 Attachment number 1Page 3 of 3 Commission Meeting Agenda 1/18/2011 5:00 PM Renewal of lease Augusta Rugby Club Department:Recreation and Parks Caption:Motion to approve the renewal of a lease of property at Wood St. Park with Augusta Rugby Club. Background:The Augusta Commission approved a ten(10) year lease in December of 2000 with Augusta Rugby Club for the purpose of enhancing the sport of rugby in Augusta. The club has constructed a first class playing facility on the property with their own funds and resources. Analysis:The renewal of the lease for an additional ten(10) years will allow the rugby club to continue offering the sport at a quality venue in Augusta. Financial Impact:None Alternatives:None Recommendation:To approve Funds are Available in the Following Accounts: N/A REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo STATE OF GEORGIA RICHMOND COUNTY LEASE RENEWAL THIS LEASE RENEWAL AGREEMENT, made and entered into, this _______ day of __________________________________________________ , by AUGUSTA, GEORGIA, a political subdivision of the State of Georgia, hereinafter called "Lessor," and the AUGUSTA RUGBY CLUB, INC., a non-profit association under the laws of Georgia, hereinafter called "Lessee." WITNESSETH WHEREAS, Lessor is the owner of real property more particularly described in Exhibit "A" attached hereto and incorporated herein by reference, which is located on Wood Street in Augusta, Richmond County, Georgia; and WHEREAS, Lessor wishes to lease to Lessee, and Lessee desires to lease from Lessor, said property; and WHEREAS, Lessee wishes to provide recreational rugby on said property. WHEREAS, Lessee has leased said property from Lessor for an initial term of ten(10) years, from December 2000 until December 2010 as approved by the Augusta Commission on December 5th, 2000, to include an option to renew for two additional ten (10) year terms, NOW THEREFORE, the parties hereto, for and in consideration of the mutual promises herein contained, and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, DO HEREBY AGREE, each for itself and its successors and assigns, as follows: 1. Leased Premises. Lessor, duly authorized, does hereby lease unto Lessee, and the Lessee does hereby lease and obtain for the purposes herein set forth from the Lessor, for Lessee's exclusive use, the area described in the attached Exhibit "A" (hereinafter called the "Leased Premises.") "Leased Premises" shall also include any changes, additions, alterations, modifications and/or improvements on or to the Leased Premises made in accordance with this Lease Agreement. 2. Term. Lessor hereby rents, leases and lets unto Lessee, and Lessee hereby rents and leases from Lessor, the Leased Premises, for the rental and upon and subject to the terms and conditions set forth herein, for an additional(renewal) term of ten (10) years, commencing upon the execution of this Agreement by all parties. Lessee shall have the option to renew the lease for two additional ten (10) year terms. This Lease shall create a usufruct only and not an estate for years. Attachment number 1Page 1 of 7 rental payment. 4. Utilities. Lessee shall pay all charges for electricity, gas, water, sewer service, sewer treatment, telephone and any other communication or utility service used in or rendered or supplied to the Leased Premises throughout the term of this Agreement and shall indemnify Lessor and hold it forever harmless against any and all liability or damages related thereto. 5. Use of the Leased Premises. Lessee shall use the Leased Premises only for the purpose of providing a place for recreational rugby practice and competition. 6. Repairs and Maintenance. Lessee shall maintain the exterior surfaces of any buildings on the Leased Premises, including any changes, additions, alterations, modifications and/or improvements made by Lessee as provided in Section 8 hereof, normal wear and tear excepted. The Lessee shall keep the Premises neat, clean, free of trash and in good and well maintained condition with an attractive appearance. 7. Changes, Additions, Alterations, Modifications, Improvements. Lessee shall not without prior written consent of Lessor, make any changes, additions, alterations, modifications and/or improvements, structural or otherwise, in or upon any part of the Leased Premises. The foregoing shall apply to any exterior signs, notices, placement of machinery or equipment either attached or placed outside of the Leased Premises. Lessee agrees to submit any and all plans for any changes, additions, alterations, modifications and/or improvements to the Leased Premises to Lessor for approval before said alterations, changes or additions are begun. Lessor shall not unreasonably withhold its approval of said plans. 8. Title to Changes, Additions, Alterations, Modifications, Improvements. It is mutually understood and agreed that title to any changes, additions, alterations, modifications and/or improvements, whether existing on the Leased Premises at the effective date of this Agreement or added to the Leased Premises during the term of this Agreement, and to all of the building and structures and all other improvements of a permanent character that may be built upon the Leased Premises by the Lessee during the term of the Agreement shall remain the property of the Lessor and that fee simple title to the same shall be vested in Lessor. 9. Inspection by Lessor. Lessor, its authorized agents or representatives shall have the right to enter upon the Leased premises to make inspections during regular business hours when a representative of the Lessee is present, or at any time in case of an emergency to determine whether Lessee has complied with and is complying with the terms and conditions of this Agreement; provided, however, that said inspection shall in no event unduly disrupt or interfere with the operation of Lessee. Any deficiencies noted during the inspection shall be corrected in thirty (30) days. 2 Attachment number 1Page 2 of 7 10. Taxes. Lessee shall pay any and all personal property taxes that may be assessed against its equipment, merchandise, or other property located on or about the Leased Premises and any franchise fees or other taxes which may be imposed or assessed against Lessee or its leasehold interest. 11. Rules and Regulations. Lessee agrees that use of the Leased Premises shall be conducted in compliance with all local, state and federal laws, the ordinances of Augusta, Georgia, and the rules and regulations of the Augusta-Richmond County Commission. Lessee further agrees to endeavor to conduct its business in such a manner as will develop and maintain the good will and active interest of the general public. In the operation of the facilities, it is the intent of the parties that Lessee shall be covered under the Volunteer Protection Act of 1997, 42 U.S.C. §14501, et seq. Lessee specifically agrees that its operations shall be conducted in compliance with all federal, state and local environmental laws, rules and regulations, and agrees to indemnify and hold harmless Lessor (and each of Lessor's elected officials, officers, agents, employees and representatives), from and against any claims, actions, demands or liabilities of any kind arising out of or relating to Lessee's use of the Leased Premises. 12. Indemnity; Insurance. Lessee agrees to indemnify and hold harmless Lessor from any and all claims in any way related to or arising out of any failure of Lessee to perform its obligations hereunder or related to or arising out of any damage or injury to property or persons, occurring or allegedly occurring in, on or about the Leased Premises during the period from the date of this agreement to the end of the Lease Term, including reasonable attorney's fees and expenses of litigation incurred by Lessor in connection therewith. Lessee further agrees that the foregoing agreement to indemnify and hold harmless applies to any claims for damage or injury to itself and/or any individuals employed or retained by it in connection with any changes, additions, alterations, modifications and/or improvements made to the Leased Premises, and hereby releases Lessor from liability in connection with any such claims. Without limiting the foregoing, Lessee further agrees to maintain at all times during said period, at Lessee's expense, comprehensive and general public liability insurance coverage against claims for personal injury, death and/or property damage occurring in connection with the use and occupancy of the Leased Premises or arising out of their ownership, improvement, repair or alteration of the Leased Premises with limits of coverage of not less than $1,000,000.00 per occurrence. The cost of premiums for all policies of insurance required by this Lease Agreement shall be paid by Lessee. Policies shall be jointly in the names of Lessor and Lessee, and duplicate copies of the policies shall be delivered to Lessor. All policies providing insurance coverage required to be maintained by Lessee hereunder shall list Lessor, the Augusta-Richmond County Commission and its Mayor, Lessee 3 Attachment number 1Page 3 of 7 and their officers, agents, members, employees and successors as named insureds, as their interests may appear, and shall be issued by an insurance carrier or carriers licensed to do business in the State of Georgia and reasonably acceptable to Lessor. All such policies shall provide that no act or omission of Lessee or its agents, servants, or employees shall in any way invalidate any insurance coverage for the other named insureds. No insurance policy providing any insurance coverage required to be provided by Lessee hereunder shall be cancelable without at least 15 days advance written notice to Lessor. All insurance policies required hereunder, or copies thereof, shall be provided to Lessor by Lessee. 13. Assignments. Lessee shall not, without the prior written consent of the Lessor, assign this Lease or any interest thereunder, sublet the Leased premises or any part thereof or permit the use of the Leased premises by any party other than Lessee. Any consent to one assignment or sublease shall not destroy or waive this provision, and all later assignments and subleases shall likewise be made only upon prior written consent of the Lessor. Subtenants or assignees shall become liable directly to the Lessor for all obligations of Lessee, without relieving Lessee's liability. 14. Default. In the event that Lessee should fail to observe any of its covenants and obligations as herein expressed or should Lessee abandon the Premises or cease to use the Leased Premises for rugby as herein provided, then upon the happening of such event, Lessor shall give Lessee thirty (30) days' notice to comply with the provisions of this Lease Agreement, or if the conditions cannot be remedied with said thirty (30) day period to commence the remedy within said thirty (30) day period and diligently pursue it to completion; and should Lessee fail to do so, Lessor shall have the option to declare this Lease Agreement terminated and at once take possession of the Leased Premises. The rights and options given to Lessor under this Paragraph 14 shall not be construed to in lieu of, nor restrictive of, any other rights which Lessor may have under the law for the enforcement of this Lease Agreement. The failure of Lessor to avail itself of any remedy which it may have hereunder shall at no time be construed to a waiver of Lessor's rights. 15. Quiet Enjoyment, Ingress and Egress. Lessor covenants and warrants that Lessee, so long as it shall perform the duties and obligations herein agreed to be performed by it, shall peaceably and quietly have, hold and occupy and shall have the exclusive use and enjoyment of the Leased Premises during the term of this Lease Agreement and any extensions thereof 16. Leased Premises accepted "as-is." Lessee acknowledges and agrees that he has inspected the Leased Premises prior to his execution of this Lease Agreement, that he is aware of the condition of the Leased Premises as of the date of execution of this Lease Agreement, and Lessee leases the Leased Premises "as-is." 4 Attachment number 1Page 4 of 7 D. Miscellaneous. 17.1 Notices. All notices, demands, and requests which may or are required to be given by either Lessor or Lessee to the other shall be in writing and shall be deemed to have been properly given when sent postage pre-paid by registered or certified mail (with return receipt requested) addressed as follows: If intended for Lessee: Augusta Rugby Club, Inc. P. 0. Box 12273 Augusta, Ga. 30919 If intended for Lessor: AUGUSTA-RICHMOND COUNTY COMMISSION C/O COUNTY ADMINISTRATOR EIGHTH FLOOR, MUNICIPAL BUILDING AUGUSTA, GA 30901. Either party may change the address and name of addressee to which subsequent notices are to be sent by notice to the other given as aforesaid. 17.2 Exculpation; Indemnity. Wherever in this Agreement Lessor's liability is limited, modified or exculpated or Lessee agrees to indemnify or hold Lessor harmless or have Lessor named as an additional insured, the term Lessor shall mean and include the Augusta- Richmond County Commission (including its Mayor) and its members, officers, elected officials, agents, servants, employees and successors in office. 17.3 Covenants Bind and Benefit Successors and Assigns. The provisions of this Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective successors and permitted assigns; provided, however, that no one shall have any benefit or acquire any rights under this Agreement pursuant to any conveyance, transfer, or assignment in violation of any of its provisions. 173 Governing Law. This Agreement shall be governed and interpreted by the laws of the state of Georgia. 17.4 Venue. All claims, disputes and other matters in question between all parties arising out of or relating to this agreement, or the breach thereof, shall be decided in the Superior Court of Richmond County, Georgia. All parties, by executing this Agreement, Attachment number 1Page 5 of 7 specifically consent to venue and jurisdiction in the Richmond County and waive any right to contest venue in the Superior Court of Richmond County, Georgia. 18. Entire Agreement. This Agreement contains the entire agreement of the parties, and no representations, inducements, promises or agreements, oral or otherwise, between the parties not embodied herein shall be of any force or effect. No failure of either party to exercise any power given it hereunder, or to insist upon strict compliance by either party of any obligations hereunder, and no custom or practice of the parties at variance with the terms hereof shall constitute a waiver of either party's right to demand exact compliance with the terms hereof. IN WITNESS WHEREOF, the parties hereto have caused these presents to be executed, the day and year first above written. AUGUSTA GEORGIA, by and through the Augusta-Richmond County Commission By: Mayor Attest ___________________________ Clerk AUGUSTA RUGBY CLUB By: _____________________________ As its President By: _____________________________ As its Secretary 6 Attachment number 1Page 6 of 7 EXHIBIT "A" Augusta-Richmond County WOOD STREET PARK 200 WOOD STREET AUGUSTA, GEORGIA EXHIBIT "A" Attachment number 1Page 7 of 7 Commission Meeting Agenda 1/18/2011 5:00 PM State DOT Grant - Phase 1 Rehabilitation Runway 17-35 Department:Augusta Regional Airport Caption:Motion to accept and approve a State of Georgia DOT grant for phase 1 rehabilitation of runway 17-35 at Augusta Regional Airport in the amount of $21, 961.00. Background:The Augusta Aviation Commission accepted and executed FAA AIP grant #3-13-0011-033-2010 on September 24, 2010, in the amount of $13,775,000.00 for the rehabilitation of runway 17-35 at the Augusta Regional Airport. The State of Georgia Division of Aviation Department of Transportation, did not have the 5% match for the project as originally programmed. This was caused primarily by the project estimate increasing from an original $5 million for a simple runway overlay to a $14 million runway rebuild and resulted in a significant budget shortfall for the State. After discussions with the head of the Aviation Division Carol Comer, she was able to break the project into phases for their programming purposes and fund the project incrementally to stay within the States Fiscal Year Budget. Analysis:The States Grant Project # APO11-9000-43(245) is in the amount of $21,961.00 as applied against $834,519.53 of Federal AIP funding and will carry them and our project into the States new fiscal year where the remainder of the match can be programmed. Financial Impact:The States Grant Project # APO11-9000-43(245) is in the amount of $21,961.00 as applied against $834,519.53 of Federal AIP funding and will carry them and our project into the States new fiscal year where the remainder of the match can be programmed. Alternatives:Deny request. Recommendation:Accept and approve the State of Georgia DOT Grant # APO11-9000-43 (245) in the amount of $21,961.00 for phase 1 construction of runway 17-35 rehabilitation project at the Augusta Regional Airport. Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Cover Memo Finance. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 16 Attachment number 1Page 2 of 16 Attachment number 1Page 3 of 16 Attachment number 1Page 4 of 16 Attachment number 1Page 5 of 16 Attachment number 1Page 6 of 16 Attachment number 1Page 7 of 16 Attachment number 1Page 8 of 16 Attachment number 1Page 9 of 16 Attachment number 1Page 10 of 16 Attachment number 1Page 11 of 16 Attachment number 1Page 12 of 16 Attachment number 1Page 13 of 16 Attachment number 1Page 14 of 16 Attachment number 1Page 15 of 16 Attachment number 1Page 16 of 16 Commission Meeting Agenda 1/18/2011 5:00 PM Approve Personnel Policy and Procedures Manual Department:Law Caption:Motion to approve personnel policy and procedures manual. Background:None Analysis:None Financial Impact:None Alternatives:Denial of motion Recommendation:Approval of motion Funds are Available in the Following Accounts: None REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo Commission Meeting Agenda 1/18/2011 5:00 PM Motion to approve Ordinance to amend the Augusta, Georgia Code, Article One, Chapter Ten, relating to the Procurement of Goods and Services and the Local Small Business Opportunities Program Department:Law Caption:An Ordinance to amend the Augusta, Georgia Code, Article One, Chapter Ten, relating to the procurement of goods and services and the Local Small Business Opportunities Program so as to provide updates and to establish policies, procedures and guidelines regarding the procurement process and the Local Small Business Opportunities Program; to repeal all Ordinances and parts of Ordinances in conflict herewith; to provide an effective date and for other purposes. Background:See attached. Analysis:See Attached. Financial Impact:N/A. Alternatives:N/A. Recommendation:Approve. Funds are Available in the Following Accounts: N/A. REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo ORDINANCE NO. ___________ AN ORDINANCE TO AMEND THE AUGUSTA, GEORGIA CODE, ARTICLE ONE, CHAPTER TEN, RELATING TO THE PROCUREMENT OF GOODS AND SERVICES AND THE LOCAL SMALL BUSINESS OPPORTUNITIES PROGRAM SO AS TO PROVIDE UPDATES AND TO ESTABLISH POLICIES, PROCEDURES AND GUIDELINES REGARDING THE PROCUREMENT PROCESS AND THE LOCAL SMALL BUSINESS OPPORTUNITIES PROGRAM; TO REPEAL ALL ORDINANCES AND PARTS OF ORDINANCES IN CONFLICT HEREWITH; TO PROVIDE AN EFFECTIVE DATE AND FOR OTHER PURPOSES. WHEREAS, it is the desire of the Augusta, Georgia Commission to update Code provisions relating to the procurement of goods and services so as to reflect changes in Georgia law and to improve the efficiency of the procurement process; WHEREAS, it is the desire of the Augusta, Georgia Commission to increase the effectiveness of the Local Small Business Opportunities Program and to broaden the number of businesses eligible to participate in the program and to implement race and general neutral measures to reduce discrimination in Augusta, Georgia; WHEREAS, it is the desire of the Augusta, Georgia Commission to update and improve its DBE Program for Department of Transportation (DOT), Federal Transportation Administration (FTA) and other federally funded projects and to ensure full compliance with state and federal regulations; WHEREAS, the DBE Program for DOT and FTA funded projects is to be approved by the Department of Transportation and/or the Federal Transportation Administration before it is effective; WHEREAS, based on the foregoing, the Augusta, Georgia Commission recommends amending Article one, Chapter ten of the AUGUSTA, GA CODE. THE AUGUSTA, GEORGIA COMMISSION ordains as follows: SECTION 1. AUGUSTA, GA. CODE Article one, Chapter ten as set forth in the AUGUSTA, GA. CODE, re-adopted July 10, 2007, is hereby amended by striking this chapter in its entirety. A new Chapter ten is hereby inserted to replace the repealed Code Chapter ten DVVHWIRUWKLQ³([KLELWA´KHUHWR Attachment number 1Page 1 of 3 SECTION 2. This ordinance shall become effective upon its adoption in accordance with applicable laws. Article 13 (DBE Program) shall be effective only following approval of the Department of Transportation and/or the Federal Transportation Administration. SECTION 3. All ordinances or parts of ordinances in conflict herewith are hereby repealed. Adopted this ___ day of ___________, 2011. ___________________________ David S. Copenhaver As its Mayor Attest: ______________________________ Lena J. Bonner, Clerk of Commission Seal: CERTIFICATION The undersigned Clerk of Commission, Lena J. Bonner, hereby certifies that the foregoing Ordinance was duly adopted by the Augusta, Georgia Commission on_________________, 2011 and that such Ordinance have not been modified or rescinded as of the date hereof and the undersigned further certifies that attached hereto is a true copy of the Ordinance which was approved and adopted in the foregoing meeting(s). ______________________________ Lena J. Bonner, Clerk of Commission Published in the Augusta Chronicle. Date: ______________________ Attachment number 1Page 2 of 3 Exhibit A Attachment number 1Page 3 of 3 Page 1 of 113 Article 1 General Provisions and Definitions Sec. 1-10-1. Purpose. Sec. 1-10-2. Application of this chapter. Sec. 1-10-3. Supplementary laws. Sec. 1-10-4. Good faith provision. Sec. 1-10-5. Public access to procurement information. Sec. 1-10-6. Preference for local suppliers, professional services and contractors. Sec. 1-10-7. Value analysis. Sec. 1-10-8. Compliance with state and federal requirement. Sec. 1-10-9. Definitions-generally. Article 2 Sec. 1-10-10 through Sec. 1-10-22. Reserved. Article 3 Office of the Procurement Director Sec. 1-10-23. Authority and responsibility of procurement director. Sec. 1-10-24. Centralization of procurement function. Sec. 1-10-25. Contract administration. Sec. 1-10-26. Unauthorized contracts. Sec. 1-10-27. Conflicts of interests. Sec. 1-10-28. Gratuities and kickbacks. Sec. 1-10-29. Contingent Fees. Sec. 1-10-30. Penalties. Sec. 1-10-31. Reporting of anti-competitive practices to state. Article 4 Product Specifications Sec. 1-10-32. Purpose. Sec. 1-10-33. Types of specifications. Sec. 1-10-34. Maximum practicable competition. Sec. 1-10-35. Qualified products list. Sec. 1-10-36. Background information on vendors. Sec. 1-10-37. Product references in specifications. Sec. 1-10-38. Responsibility for specifications. Sec. 1-10-39. Inspection of purchases. Article 5 Requirements for Bidding or Proposing on Augusta, Georgia Contracts Sec. 1-10-40. Responsibility of bidders and proposers. Sec. 1-10-41. Cost or pricing data. Page 2 of 113 Sec. 1-10-42. Cost or price analysis. Sec. 1-10-43. Bid and performance bonds when required. Sec. 1-10-44. Bid bonds. Sec. 1-10-45. Payment and performance bonds. Sec. 1-10-46. Insurance requirements. Sec. 1-10-47. Pre-qualifications of contractors. Article 6 Procurement Source Selection Methods and Contract Awards Sec. 1-10-48. Generally. Sec. 1-10-49. Purchase order. Sec. 1-10-50. Sealed bids selection method. Sec. 1-10-51. Request for proposals. Sec. 1-10-52. Sealed proposals. Sec. 1-10-53. Competitive selection procedures for professional and consultant services. Sec. 1-10-54. Informal bids selection methods (standard and small purchases) and authority of Administrator and General Counsel. Sec. 1-10-55. Banking services. Sec. 1-10-56. Sole source procurement. Sec. 1-10-57. Emergency procurement selection method. Sec. 1-10-58. Annual contracts Sec. 1-10-59. Specific requirements/options for source selection method. Sec. 1-10-60. Rejection or cancellation of solicitations; negotiating; re- advertisement. Sec. 1-10-61. Multi-term contract. Sec. 1-10-62. Right to inspect facilities. Sec. 1-10-63. Right to audit records and contracts and collection of statistical data. Sec. 1-10-64. Rebidding or cancellation of existing contract. Sec. 1-10-65. Multiple awards. Article 7 Local Small Business Opportunity Program Sec. 1-10-66. Short title. Sec. 1-10-67. Objective. Sec. 1-10-68. Policy. Sec. 1-10-69. Definitions. Sec. 1-10-70. Application; effective date. Sec. 1-10-71. Program administration Sec. 1-10-72. Registration and certification procedures. Page 3 of 113 Sec. 1-10-73. Local small business opportunities program participation Sec. 1-10-74. Exceptions – federally funded projects Sec. 1-10-75. Citizen’s Small Business Advisory Board Article 8 Suspension or Debarment of Bidder or Proposer Sec. 1-10-76. Authority to suspend or debar from qualified bidder/proposer list. Sec. 1-10-77. Causes for suspension and debarment. Sec. 1-10-78. Notice Sec. 1-10-79. Finality of decision Sec. 1-10-80. Board of Commissioner’s initiated debarment Article 9 Appeals Protests and Remedies Sec. 1-10-81. Procurement protests. Sec. 1-10-82. Filing of protest Sec. 1-10-83. Decision by Procurement Director Sec. 1-10-84. Appeals Sec. 1-10-85. Time for filing. Sec. 1-10-86. Request for hearing and effect of untimely appeal. Sec. 1-10-87. Notice of hearing Sec. 1-10-88. Administrative Services Committee hearing procedure and effect of failure to appear at hearing. Sec. 1-10-89. Authority of Administrator to participate in procurement matters. Sec. 1-10-90. Hearing procedures Sec. 1-10-91. Determination of Commission; final decision. Sec. 1-10-92. Contract claims Sec. 1-10-93. Augusta, Georgia's right to amend bid solicitations or awards that are in violation of law. Article 10 Types of Contracts Sec. 1-10-94. Authority to approve, sign and execute contracts by type. Sec. 1-10-95. Public works contracts Article 11 Cooperative Procurement Sec. 1-10-96. Cooperative procurement agreement. Sec. 1-10-97. Sale, acquisition, or use of supplies. Sec. 1-10-98. Cooperative use of supplies or services. Page 4 of 113 Sec. 1-10-99. Joint use of facilities. Sec. 1-10-100. Use of state contracts. Sec. 1-10-101. Purchase of surplus and excess property. Sec. 1-10-102. Waiver. Article 12 Contract Administration and Management Sec. 1-10-103. Purpose. Sec. 1-10-104. Augusta, Georgia contracts and contract clauses. Sec. 1-10-105. Contract modification. Sec. 1-10-106. Bid security and performance bonds. Sec. 1-10-107. Contract performance and payment bonds. Sec. 1-10-108. Bond forms and copies. Sec. 1-10-109. Retainage. Sec. 1-10-110. Approval of accounting system. Sec. 1-10-111. Contractual provisions for worksite inspections. Sec. 1-10-112. Contractual provisions for auditing records. Article 13 DBE Program for DOT, FTA and other Federally and other Federally Assisted Contracts. Sec. 1-10-113. Purpose. Sec. 1-10-114. Limitations. Sec. 1-10-115. Policy Statement Sec. 1-10-116. DBE liaison officer. Sec. 1-10-117. DBE financial institutions. Sec. 1-10-118. Prompt payment mechanisms. Sec. 1-10-119. Wage requirements for federally funded projects. Sec. 1-10-120. DBE bidder’s list for DOT-assisted contracts. Sec. 1-10-121. Overconcentration of DBE firms in certain types of work. Sec. 1-10-122. Compliance with DBE Program requirements. Sec. 1-10-123. DBE Program overall goals. Sec. 1-10-124. Severability. Sec. 1-10-125 through Sec. 1-10-999. Reserved. Page 5 of 113 Chapter 10 PROCUREMENT ARTICLE 1 GENERAL PROVISIONS AND DEFINITIONS Sec. 1-10-1. Purpose. The purpose of the Procurement Chapter of the AUGUSTA, GA. CODE is to provide detailed procedures for implementation of procurement requirements for Augusta, Georgia. Further, the purpose of this Chapter is to: (a) Simplify and consolidate procurement procedures; (b) Provide for centralized procurement; (c) Ensure fair and equitable treatment of all persons involved in the procurement process; and (d) Foster competition in the public procurement process. (e) Ensure compliance with all federal, state and local laws. This chapter shall contain all of the rules, regulations, and procedures needed to purchase goods and services and provide other procurement services for the Augusta, Georgia government. Sec. 1-10-2. Application of this chapter. (a) The requirements of this chapter apply to contracts for the procurement of supplies, commodities, services, construction, professional, and consultant service products solicited or entered into by Augusta, Georgia. It shall apply to every expenditure of public funds irrespective of the source of the funds. It shall also apply to the disposal of Augusta, Georgia supplies and personal assets. (b) Nothing in this chapter shall preclude Augusta, Georgia from Page 6 of 113 complying with the terms and conditions of any grant, gift, donation or bequest that are otherwise consistent with state and federal laws. Sec. 1-10-3. Supplementary laws. The principles of law and equity, including those relative to contract, agency, fraud, duress, coercion, mistake, bankruptcy, and Uniform Commercial Code of Georgia (O.C.G.A. 11-1-101 et. seq. as amended) and all other applicable federal, state and local laws shall apply, as appropriate, to the procurement process. Sec. 1-10-4. Good faith provision. All parties involved in the negotiation, performance, or administration of Augusta, Georgia contracts shall act in good faith. Good faith means honesty in fact in the conduct or transaction concerned and the observance of reasonable commercial standards of fair dealing. See O.C.G.A. § 11-2-201. Sec. 1-10-5. Public access to procurement information. (a) Contract files. Written records pertaining to a solicitation, award or performance of a contract or purchase order shall be maintained by the Procurement Director. (b) Retention. All procurement records shall be maintained and disposed of in accordance with the Records Retention schedule as established by the Augusta, Georgia Commission. (c) Public access. Procurement information shall be considered public records to the extent required by the Georgia Open Records Act. A Request for Proposals (RFP) shall not become public record until the final contract is negotiated and awarded. Any financial, trade secrets or commercial data contained in Request for Proposals shall be considered privileged and confidential and shall not be disclosed. (d) Procurement opportunities will be posted on the Augusta, Georgia internet website under the Procurement Department: http://www.augustaga.gov Page 7 of 113 Sec. 1-10-6. Preference for local suppliers, professional services and contractors. (a) Augusta, Georgia encourages the use of local suppliers of goods, services and construction products whenever possible. Augusta, Georgia also vigorously supports the advantages of an open competitive market place. Nothing in this Section shall be interpreted to mean that the Augusta, Georgia Administrator or Procurement Director are restricted in any way from seeking formal bids or proposals from outside the Augusta market area. (b) When the quotation or informal bids selection method is used by the Procurement Director or using agency head to seek firms to quote on Augusta, Georgia commodities, services and construction products, local firms should be contacted, if possible, first. Where the Procurement Director or using agency head ascertains that there may not be at least three (3) qualified informal bidders, quotes shall be sought from outside the Augusta, Georgia market. (c) In the event of a tie bid (see section 1-10-50 (h)), when all other factors are equal, the Augusta, Georgia Administrator shall select the bid from within the local market area, except that the Administrator shall retain the flexibility to make the award of contract to a bidder outside of the local market area if there is sufficient evidence to support collusive bidding in favor of a local source. (d) The local vendor preference policy shall only be applied to projects of one- hundred thousand dollars ($100,000) or less and only when the lowest local bidder is within 10% or $10,000, whichever is less of the lowest non-local bidders. The lowest local bidder will be allowed to match the bid of the lowest non-local bidder and, if matched, the lowest local bidder will be awarded the contract. (e) For the purposes of this section, "local bidder" shall mean a business which: (1) Has had a fixed office or distribution point in and having a street address within the geographic limits of Richmond County, Georgia for at least six (6) months immediately prior to the issuance of the request for bids or quotes by Augusta; and Page 8 of 113 (2) Holds any business license required by the AUGUSTA, GA. CODE; and (3) Employees at least one full-time employee, or two part-time employees whose primary residence is within the geographic limits of Richmond County, Georgia or if the business has no employees, the business shall be at least fifty percent (50%) owned by one or more persons whose primary residence is within the geographic limits of Richmond County, Georgia. (f) The Procurement Director shall develop a program to routinely search out local firms that offer products or services which Augusta, Georgia may purchase and encourage such firms to place themselves on the local bidder's list. (g) Registration as a local bidder. In order to be registered as a local bidder, a bidder must submit a completed application to the Department of Procurement, and the applicant must be approved and registered by the Department of Procurement. An eligible bidder must submit a completed and signed written application to become a local bidder at least thirty (30) days prior to the date bids are received on an eligible local project. An eligible bidder who fails to submit an application for approval as a local bidder at least thirty (30) days prior to the date bids are received on an eligible local project, and who otherwise meets the requirements for approval as a local bidder, will not be qualified for a bid preference on such eligible local project. (h) Criteria. To be registered as a local bidder, the eligible bidder must satisfy the criteria set forth in subsection (e) above. (i) Term. The certification as a local bidder shall expire two (2) years from the date of the approval of the application. Following the expiration date, a business is no longer a local bidder. An eligible bidder must submit a new application for certification as a local bidder to the Procurement Director and establish that it continues to meet the requirements contained in subparagraph (e) of this section in order to receive a bid preference on eligible local projects. Page 9 of 113 (j) Continuing obligations of eligible bidders registered as local bidders. Eligible bidders registered as local bidders shall be under a continuing duty to immediately inform the Department of Procurement in writing of any changes in the eligible bidder's business if, as a result of such changes, the eligible bidder no longer satisfies the requirements of subparagraph (e) of this section. (k) Nothing in this section shall be interpreted to mean that the Augusta, Georgia Administrator or Commission may decline to follow the provisions of O.C.G.A. §§ 36-91-1 through 36-91-95, Public Works Contracts. O.C.G.A. § 36-91-22 requires that all Augusta, Georgia public works contracts of one-hundred thousand dollars ($100,000) or more, as defined therein, be publicly advertised before letting out the contract to the lowest bidder. Further, nothing in this section shall be interpreted to mean Augusta, Georgia Administrator or Board of Commissioners may decline to follow the provisions of the AUGUSTA, GA. CODE requiring public advertising before letting certain contracts. (l) Georgia-made Preference: Augusta, Georgia shall provide a preference for Georgia-made products on the purchase of supplies, materials, equipment and agriculture products. The Georgia-made Preference policy shall only be applied to purchases of such items costing over one-hundred thousand dollars ($100,000) and only when the vendor seeking this preference supplies sufficient proof that their product is Georgia-made. A vendors request for the Georgia–made Preference must be placed in the vendor’s response to an applicable Augusta, Georgia bid. The Administrator shall determine whether the product is a Georgia-made product. The lowest bidder of a Georgia–made product will be allowed to match the bid of the lowest non-Georgia-made bidder. If matched the lowest bidder of a Georgia–made product will be awarded the contract. Sec. 1-10-7. Value analysis. (a) Purpose. A significant portion of the Augusta, Georgia Annual Budget is committed each year to various purchase contracts such as raw materials, equipment, equipment parts or components, general supplies, and professional and non-professional services. Therefore, it is essential that maximum value be obtained for every public tax dollar spent. A proven technique for obtaining this goal is value analysis. Page 10 of 113 (b) Definition of value analysis. Value analysis is the organized and systematic study of every element of cost in a part, material, or service to make certain it fulfills its function at the best value. It employs techniques which identify the functions the user wants from a product or service; establishes by comparison the appropriate cost for each function; then, it causes the required knowledge, creativity; and initiative to be used to provide each function for that cost. (c) Application of value analysis to the procurement process. Value analysis is a study of function and the value of any service, material, or product established by the minimum cost of other available alternatives, materials, products, or services that will perform the same function. To achieve high value, emphasis must be placed on obtaining high use value at low cost. Sec. 1-10-8. Compliance with state and federal requirement. When the procurement transaction involves the expenditure of State or Federal funds, the transaction shall be conducted in accordance with any applicable mandatory State or Federal laws and authorized regulations. Notwithstanding where State and Federal assistance or contract funds are used in procurement transaction, any applicable local requirements that are more restrictive than State or Federal requirements but not in conflict therewith shall be followed. Sec. 1-10-9. Definitions-generally. The terms, phrases, words, and their derivations set forth below shall have the meaning given herein. Words not defined herein or within the Official Code of Georgia Annotated shall be interpreted so as to give them the meaning they have in common usage and to give this chapter its most reasonable application. Words used in the singular shall include the plural, and the plural the singular; words used in the present tense shall include the future tense. The words shall, will, and must are mandatory and not discretionary. The word may is permissive. (1) Agreement. The bargain of the parties in fact as found in their language or by implication from other circumstances including course of dealing or usage of trade or course of performance as provided in O.C.G.A. § 11-1-205 and § 11-2-208. Whether an agreement has legal consequences is determined by the provision of this title, if applicable; Page 11 of 113 otherwise, by the law of contracts (O.C.G.A. § 11-1-103). (O.C.G.A. § 11-2-201) (2) Annual contract. Means any contract entered into for a period of one year or multiple one-year periods (including options to renew for additional one year periods), with a vendor or contractor, to provide Augusta, Georgia, upon request with a specified product or service, such as paving, concrete or office supplies at a predetermined rate or price. (3) Award. Means when legislation authorizing the award of a contract has been adopted by the Board of Commissioners and approved the execution of the contract by the Mayor; however no liability shall attach nor shall the contract be considered binding unless it has been duly executed by the contractor and returned with all required submittals including insurance and bonding, if applicable, executed by the Mayor; attested to by the Clerk and approved by General Counsel as to form. (4) Bid. An offer to perform a contract for work and labor or supplying materials or goods at a specified price. Or, an offer by an intending purchaser to pay a designated price for property which is about to be sold at auction. (5) Bid Bond. A bond with good and sufficient surety or sureties for the faithful acceptance of the contract payable to, in favor of, and for the protection of the governmental entity for which the contract is to be awarded. (6) Bidders List. Augusta, Georgia's official list of qualified persons or vendors to be invited to respond to any type of invitation for bids or requests for proposals which shall be maintained by the Procurement Director. (7) Business. Any corporation, partnership, individual, sole proprietorship, joint stock company, joint venture, firm, or any other private legal entity. Page 12 of 113 (8) Change Order. An alteration, addition, or deduction from the original scope of work as defined by the contract documents to address changes or unforeseen conditions necessary for project completion. (9) Commodities. Those things that are useful or serviceable, particularly articles of merchandise moveable in trade, goods, wares, supplies, and merchandise of any kind. (10) Construction. The process of building, altering, repairing, improving, or demolishing any public structure or building, or other public improvements of any kind to any public real property. It does not include the routine operation, routine repair, or routine maintenance of existing structures, buildings, or real property. (11) Contract. Means all types of Augusta, Georgia agreements, including purchase orders, regardless of what they may be called, for the procurement or disposal of supplies, services, construction, professional or consultant services and for the transfer of interests in real property. (12) Contract Administration. All activity necessary after award of a contract to administer a contract and to ensure full compliance with its terms, conditions, and scope of services. (13) Contract Documents. All documents which define the scope of the project, including but not limited to, the plans and specifications, advertisement for bids, instructions to bidders, the bid, the proposal, bonds, general conditions, special conditions, insurance and technical specifications. (14) Contract Modification. Any written alteration in specifications, delivery point, time and rate of delivery, period of performance, price, quantity or other provisions of any contract reached by mutual action of the parties to the contract. (15) Contractor and/or Sub-Contractor. Any person having a contract with Augusta, Georgia, a using agency of Augusta, Georgia, or a contractor thereof. Page 13 of 113 (16) Cooperative Procurement. Acquiring commodities, services, and construction by, or on behalf of, more than one public procurement agency. (17) Cost Analysis. The evaluation of cost data for the purpose of arriving at costs actually incurred or estimates of costs to be incurred, prices to be paid, and costs to be reimbursed. (18) Cost Data. The factual information concerning the cost of labor, material, overhead, and other cost elements which are expected to be incurred or which have been actually incurred by the contractor in performing the contract. (19) Cost-reimbursement Contract. A contract under which a contractor is reimbursed for costs which are allowable and in accordance with the contract terms and the provisions of this chapter, and a fee or profit, if any. (20) Board of Commissioners. The Board of Commissioners of Augusta, Georgia which is the governing body of Augusta, Georgia. (21) Mayor. The chief executive officer of Augusta, Georgia who is authorized to sign all contracts for the Board of Commissioners. (22) Administrator. The chief appointed administrative officer of Augusta, Georgia. (23) Days. Days mean calendar days. In computing any period of time prescribed by the Procurement Code, the first day shall not be counted but the last day shall be counted. If the last day falls on a Saturday or Sunday, the party shall have through the following Monday. When the last day falls on a legal holiday observed by the governing authority, the party shall have through the next day. (24) Debarment. Exclusion from contracting and subcontracting with Augusta, Georgia for a specified period of time. (25) Designee. A duly authorized representative of a person holding a superior position. Page 14 of 113 (26) Discussions. As used in the selection process, means an exchange of information or other manner of negotiation during which the offeror and Augusta, Georgia may alter or otherwise change the conditions, terms, and price of the proposed contract. Discussions may be conducted in connection with competitive sealed proposals, sole source, and emergency procurement. (27) Emergency. Any situation resulting in imminent danger to the public health or safety or the loss of an essential governmental service. (28) Employee. An individual drawing a salary or wages from Augusta, Georgia, whether elected or not; any non-compensated individual performing personal services for Augusta, Georgia or any department, agency, commission, council, board, or any other entity established by the executive, legislative or judicial branch of Augusta, Georgia; and any non-compensated individual serving as an elected official of Augusta, Georgia. (29) Fault. Wrongful act, omission or breach. (30) Financial Interest. All direct ownership interests of the total assets or capital stock of a business entity where such ownership interest is ten (10) percent or more. (O.C.G.A. § 36-67A-1). (31) Firm. Any individual, partnership, corporation, association, joint venture, or other legal entity permitted by law to practice or offer professional or consultant services. (32) Good Faith. Honesty in fact in the conduct or transaction concerned. (O.C.G.A. § 11-1-201). (33) Gratuity. A payment, loan, subscription, advance, deposit of money, service, or anything of more than nominal value, present or promised, unless consideration of substantially equal or greater value is received. (34) Genuine. Free of forgery or counterfeiting. (O.C.G.A. § 11-1-210). (35) Immediate family. Father, mother, son, daughter, brother, sister, Page 15 of 113 grandparents or grandchildren, wife or husband, or the wife or husband of any of the preceding listed persons. (36) Interested party. Means an actual or prospective bidder, offeror, or contractor that may be aggrieved by the solicitation or award of a contract, or by the protest. (37) Invitation for Bids. An advertisement for the submission of bids for a particular project, item or goods whether attached or incorporated by reference. (38) Let (contracts). Award to one of several persons, who have submitted proposals (bids) therefore, the contract for erecting public works or doing some part of the work connected therewith, or rendering some other service to the government for a stipulated compensation. (39) Responsive Bidder. A person or entity that has submitted a bid or proposal that conforms in all material respects to the requirements set forth in the invitation for bids or request for proposals. (40) May. Denotes the permissive. (41) Notice. Knowledge, or a notice or notification received by an individual or organization. Notice is effective for a particular transaction from the time when it is delivered to the individual it is addressed to or is delivered to any person in the organization conducting, or seeking to conduct business with Augusta, Georgia. (O.C.G.A. § 11-1-201). (42) Notice to proceed. Written document issued by the Procurement Director or her designee directing the contractor to proceed with the performance of the contract. (43) Offer. A proposal or bid submitted in response to a request for proposal (RFP) or invitation for bid (ITB). (44) Offeror. Any person submitting a response to a solicitation issued, including an informal request for quotes, a request for proposal or invitation for bids. Page 16 of 113 (45) Organization. Includes a corporation, government or governmental subdivision or agency, business trust, estate, trust, partnership or association, two or more persons having a joint or common interest, or any other legal or commercial entity. (O.C.G.A. § 11-1-201). (46) Payment bond. A bond with good and sufficient surety or sureties payable to Augusta-Georgia for which the work is to be done and intended for the use and protection of all subcontractors and all persons supplying labor, materials, machinery, and equipment in the prosecution of the work provided for in the public works construction contract. (47) Performance bond. A bond with good and sufficient surety or sureties for the faithful performance of the contract and to indemnify Augusta, Georgia for any damages occasioned by a failure to perform the same within the prescribed time. Such bond shall be payable to, in favor of, and for the protection of Augusta, Georgia for which the work is to be done. (48) Person. Any business, individual, union, committee, club, other organization, or group of individuals. (49) Pre-qualification. The process to determine whether a prospective bidder or proposer satisfies the criteria established for inclusion on the pre-qualified bidders or proposers list. (50) Price Analysis. The evaluation of price data, without analysis of the separate cost components and profit as in cost analysis, which may assist in arriving at prices to be paid and costs to be reimbursed. (51) Pricing Data. The factual information concerning prices for items substantially similar to those being procured. Prices in this definition refer to offered selling prices, historical selling prices, and current selling prices. The definition refers to data relevant to both prime and sub-contract prices. (52) Procurement. Means buying, purchasing, renting, leasing, or otherwise acquiring any supplies, services or construction. It also Page 17 of 113 includes all functions that pertain to the obtaining of any supply, service, or construction, including description of requirements, selection and solicitation of sources, preparation and award of contract, and all phases of contract administration. (53) Procurement Department. The department responsible for the expenditure of public funds for the procurement of commodities, services, or construction products. (54) Procurement Director. The department head of the Procurement Department responsible for the procurement of goods and services for Augusta, Georgia. (55) Procurement Officer. Any person duly authorized to enter into and administer contracts and make written determinations with respect thereto. The term also includes an authorized representative acting within the limits of authority. (56) Product. Something produced by physical labor or intellectual effort, commodities, supplies, equipment, materials, goods, services and construction. (57) Product Reference. A specification limited to one or more items by manufacturers' names or catalog numbers to describe the standard of quality, performance, and other salient characteristics needed to meet Augusta, Georgia requirements, and which provides for the submission of equivalent products. (58) Professional and consultant services. Means those services within the scope of the practices of architecture, investment banking, professional engineering, planning, landscape architecture, land surveying, the medical arts, management and analysis, accounting or auditing, law, psychology or any other similar kind or type of professional practice. For purposes of this division, professional and consultant services shall not include investment management services as defined by the laws of the State of Georgia. Page 18 of 113 (59) Proposal. Means the solicited submission of information from a prospective offeror in accordance with the terms of the applicable request for proposals and applicable law. (60) Protest. Means a written statement concerning any unresolved disagreement or controversy arising out of the solicitation or award of a contract filed in accordance with the requirements of this Code. (61) Protestor. Means any actual or prospective bidder, offeror, or contractor who is aggrieved in connection with the solicitation or the award of a contract and who files a protest. (62) Public procurement unit. The United States Government, any department, agency or division thereof, any city, county, town, and any subdivision of the State of Georgia or public agency of any such subdivision, public authority, educational, health, or other institution, any other non-profit entity which expends public funds for procurement or supplies, services, or construction. (63) Public Sale. A sale held to dispose of surplus Augusta, Georgia property. (64) Public Works Construction. The building, altering, repairing, improving, or demolishing of any public structure or building or other public improvements of any kind to any public real property other than those projects covered by Chapter 4 of Title 32 of the GEORGIA CODE. Such term does not include the routine operation, repair, or maintenance of existing structures, buildings, or real property. (65) Purchase. Includes taking by sale, discount, negotiation, mortgage, pledge, lien, issue or reissue, gift, or any other voluntary transaction creating an interest in property. (O.C.G.A. § 11-1-201). (66) Purchase Order. Written authorization requesting the selected vendor to deliver goods with payment to be made later. (67) Qualified Products List. An approved list of commodities described by model or catalog numbers, which, prior to competitive solicitation, Augusta, Georgia has determined will meet the applicable product Page 19 of 113 specifications requirements. (68) Quotations or informal bids selection method. The method for procuring services, commodities or goods without the formality of a written proposal or sealed bid for purchases that do not exceed $10,000. (69) Requisition. The document submitted by a using agency requesting that a purchase be made on its behalf. Requisition includes, but is not limited to, a description of the requested commodity, service or construction product, delivery schedule, transportation data, criteria for evaluation, suggested sources of supply, and information supplied for the working of any written determination required by law or this Code. (70) Request for Proposals (RFP). All documents, whether attached or incorporated by reference, utilized for soliciting proposals. (71) Request for Qualifications (RFQ). A method used to predetermine the capacity of prospective bidders or proposers for a specific project prior to the issuance of a solicitation. (72) Responsible Bidder or Proposer. A person who has the capability in all respects to perform fully and reliably the contract requirements, and the tenacity, perseverance, experience, integrity, reliability, capacity, facilities, equipment, and credit which will assure good faith performance. In considering whether a bidder is responsible, the Procurement Director, Augusta, Georgia Administrator, using agency head, or Augusta, Georgia Commission may consider the proposers or bidder's quality of work, general reputation in the community, financial responsibility, and previous employment or use by Augusta, Georgia. (73) Responsive Bidder or Proposer. A person or entity that has submitted a bid or proposal which conforms in all material respects to the requirements set forth in the invitation for bids or request for proposal. (74) Sealed Bid. A method of soliciting public works construction contracts and other contracts, products or services whereby the award Page 20 of 113 is based upon the lowest responsive, responsible bid in conformance with the provisions of Georgia Law and this Code. (75) Sealed Proposal. A method of soliciting public works contracts and other contracts, products or services whereby the award is based upon criteria identified in a request for proposals in conformance with the provisions of Georgia Law and this Code. (76) Services. The furnishing of labor, time or effort, not involving the delivery of a specific end product other than reports which are merely incidental to the required performance. This term shall not include employment agreements or collective bargaining agreements. (77) Small Business. A United States business which is independently owned and which is not dominant in its field of operation or an affiliate or subsidiary of a business dominant in its field of operation. (78) Solicitation. Means an invitation for bids, a request for proposals, a request for quotations or any other document issued by the Augusta, Georgia concerning its soliciting bids or proposals to perform an Augusta, Georgia contract or purchase order. (79) Sole Source. Those procurements made pursuant to a written determination by Augusta, Georgia that there is only one source for the required supply, service, or construction item. (80) Specification. Any description of the physical or functional characteristics or of the nature of commodities, services, or construction products. It may include a description of any requirement for inspecting, testing, or preparing a commodity, service, or construction product for delivery. (81) Substantial Interest. The direct or indirect ownership of more than twenty-five (25) percent of the assets or stock of any business. (O.C.G.A. § 45-10-20). (82) Supplies. Any goods, equipment, material or other personal property owned by Augusta, Georgia and available for use by the personnel of the organization. Page 21 of 113 (83) Surplus Supplies. Any Augusta, Georgia owned supplies no longer needed having any use to Augusta, Georgia as determined of official action of the Board of Commissioners. (84) Ultra Vires. In excess of legal power or authority. (85) Using Agency. Any department, commission, board, office, authority, or division of Augusta, Georgia requiring commodities, services or construction products or professional or other consultant services. (86) Using Agency Head. The director or department head of a using agency that is responsible for the administration or such using agency. (87) Value Analysis. An organized and systemic study of every element of cost in a part, material, or service to make certain it fulfills its function at the best value. (88) Warranty Period. The period following final acceptance of the project during which the contractor/vendor is responsible for repair of any product, equipment and /or work not caused by vandalism or natural disaster. ARTICLE 2 Sec. 1-10-10 through 1-10-22 RESERVED* * Editors Note: Ord. No. 6239, § 2, adopted Jan. 18, 2000, repealed §§ 1-10- 10--1-10-22 in their entirety. See the Code Comparative Table. __________ ARTICLE 3 OFFICE OF THE PROCUREMENT DIRECTOR Sec. 1-10-23. Authority and responsibility of procurement director. Page 22 of 113 (a) Authority. The Procurement Director is designated as the principal public procurement official for Augusta, Georgia, and shall be responsible for the procurement of commodities, services, construction, and professional service products in accordance with the AUGUSTA, GA. CODE and this chapter. (b) Duties. The duties of the Procurement Director include but are not limited to: (1) Procuring or supervising the procurement of all commodities, services, construction, and professional and consultant service products needed by Augusta, Georgia; (2) Acting to procure for Augusta, Georgia the highest quality in commodities, construction and service products at the best value to Augusta, Georgia; (3) Discouraging collusive bidding and endeavoring to obtain as full and open competition as possible on all purchases and sales; (4) Keeping informed of current developments in the field of procurement, prices, market conditions and new products, and secure for Augusta, Georgia the benefits of research conducted in the field of procurement by other governmental jurisdictions, national technical societies, trade associations having national recognition, and by private businesses or organizations; (5) Prescribing and maintaining such forms as needed to operate the procurement program; (6) Preparing, recommending, and implementing standard procurement nomenclature for using agencies and product suppliers; (7) Preparing, adopting and properly maintaining a vendors' catalog file and qualified products list; (8) Exploring cooperative ventures and possibilities of buying in bulk so as to take full advantage of discounts; Page 23 of 113 (9) Procuring for Augusta, Georgia whenever possible all tax exemptions; (10) Cooperating with using agencies so as to secure for Augusta, Georgia the maximum efficiency in budgeting and purchasing; (11) Recommending to the Administrator that product vendors who are irresponsible and non-responsive or default on contracts be debarred from receiving any business from Augusta, Georgia for an appropriate period of time; (12) Exercising general supervision over all other inventories of supplies belonging to Augusta, Georgia; (13) Establishing and maintaining programs for specifications development, contract administration, and inspecting, testing and acceptance, in cooperation with the public agencies using the commodities, services and construction products; (14) Working to ensure equal opportunity for all business owners; (15) Selling, trading, or otherwise disposing of surplus supplies belonging to Augusta, Georgia; (16) Prequalifying suppliers; (17) Prequalifying products through the study of testing data; (18) Maintaining the official Augusta, Georgia bidder's list; (19) Adopting operational procedures; (20) Contract administration; (21) Examining solicitation documents and contracts; (22) Resolving protests excepts as otherwise designated by the AUGUSTA, GA. CODE; and Page 24 of 113 (23) Any other duty assigned by the Commission or Administrator that is within the intent and scope of duties set forth in the AUGUSTA, GA. CODE. (24) Implementing and operating the LSBOP. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-24. Centralization of procurement function. (a) Except as otherwise required by law, the Procurement Director or designee shall solicit all bids or proposals for the procurement of commodities, services, and construction products, professional or consultant service products and personal property disposition for all using agencies of Augusta, Georgia, except for certain purchases officially authorized to be made by an elected official or using agency head. (b) Augusta, Georgia shall not be legally bound by any purchase order or contract made contrary to the provisions of the AUGUSTA, GA. CODE and this chapter. Except as may be specifically provided herein, it shall be a violation of this chapter for any officer or employee of Augusta, Georgia or other person to order the purchase of any commodities, make contracts for any services, or dispose of any property within the purview of this chapter other than through the Augusta, Georgia Administrator or Procurement Director. Any such purchase may be considered ultra vires. Violators shall be subject to penalties provided by law and/or in the AUGUSTA, GA. CODE. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-25. Contract administration. (a) Using Agency requirements. The Procurement Director shall maintain a close and cooperative relationship with using agencies; and shall afford each using agency reasonable opportunity to participate in and make recommendations with respect to procurement matters affecting the agency. The Procurement Director and the Department Head of the using agency shall consult with and seek technical assistance from professionals or persons within the agency having subject matter expertise and knowledge when drafting and developing solicitation documents. If the knowledge and Page 25 of 113 expertise is not available in the using agency then the Procurement Director and/or the using agency shall consult and seek such technical skills and knowledge from other Augusta departments or professionals. (b) Examination of solicitation documents and contracts: The Procurement Director and the using agency shall review each solicitation for accuracy prior to advertising. The Procurement Director and the using agency shall review each contract to determine the accuracy of the terms, conditions, substance and the inclusion of all required documents including insurance and bonding. Sec. 1-10-26. Unauthorized contracts Liability of Augusta, Georgia officers and employees for unauthorized contracts. If any officer or employee of Augusta, Georgia shall create any actual legal liability against himself or herself or Augusta, Georgia under the following circumstances: (a) Such officer or employee requests or knowingly permits any person to proceed or to continue with the performance of any construction or services for Augusta, Georgia or to provide supplies to Augusta, Georgia; and (b) The construction or service, or the provision of supplies was not duly authorized by the Mayor or the Mayor’s designee, in accordance with Augusta, Georgia Charter and the AUGUSTA, GA. CODE, prior to the performance of the construction, service, or provision of supplies, and such officer or employee knew or should have known such fact; and (c) The contractor or supplier expends money, incurs liability or otherwise acts to its financial detriment in reliance upon the representation of Augusta, Georgia officer or employee involved; then in such event, if Augusta, Georgia Administrator and department head, in the case of an employee, or the Mayor, in the case of an appointed official, as the case may be, determines that such circumstances exist, that there are no mitigating or extenuating factors sufficient to justify the actions of the officer of employee, and that just cause exists for the discharge of the offending officer or employee of Augusta, Georgia then such offending officer or employee shall be discharged from his or her employment with Augusta, Georgia subject to the labor-management relations ordinance where appropriate. Page 26 of 113 (d) Augusta, Georgia prohibits any language in any solicitation, bid or contract that is inconsistent with the March 14, 2007 Court Order in the case, Thompson Wrecking, Inc. v. Augusta Georgia, civil action No. 1:07-CV-019. Any such language appearing in any Augusta, Georgia solicitation, bid or contract is void and unenforceable. (e) Nothing in this article or the AUGUSTA, GA. CODE shall be construed as a waiver of any defenses available to Augusta, Georgia, including immunity. Sec. 1-10-27. Conflicts of interests. In accordance with this division it shall be unethical for any Augusta, Georgia officer or employee to participate directly or indirectly in the procurement process except in the following circumstances: (a) Procurement by competitive sealed bidding. Direct or indirect financial interest in or employment by or having any other interest in a business which is involved in a procurement with Augusta, Georgia only through a competitive sealed bid shall not be a cause for a conflict of interest under this division. (b) Disposition of real property by competitive sealed bidding. Direct or indirect financial interest in or employment by or having any other interest in a business which is involved in the acquisition of real property disposed of by Augusta, Georgia through competitive sealed bidding shall not be a cause for a conflict of interest under this division. (c) Disclosure and determination of no adverse interest. Any Augusta, Georgia officer or employee who has a direct or indirect financial interest in any procurement made other than by a competitive sealed bid shall disclose the nature of the financial interest to the Procurement Director. Augusta, Georgia Administrator, in consultation with the Procurement Director and General Counsel shall make a written determination as to whether Augusta, Georgia officer or employee has a conflict of interest that would prevent participation in such procurement. Sec. 1-10-28. Gratuities and kickbacks. Page 27 of 113 (a) Gratuities. It shall be unethical for any person to offer, give or agree to give any employee or former employee or for any employee or former employee to solicit, demand, accept or agree to accept from another person a gratuity or an offer of employment in connection with any decisions, approval, disapproval, recommendation, preparation of any procurement, influencing the content of any specification or procurement standard, rendering of any advice, investigation or acting any advisory capacity or in any in any matter related to a contract, subcontract, solicitation or proposal. (b) Kickbacks. It shall be unethical for any payment, gratuity or offer of employment to be made by or on behalf of a subcontractor or contractor or any person associated therewith as an inducement for the award of a contract or subcontract. This prohibition against gratuities and kickbacks shall be contained in every solicitation and contract. (c) Former Employees. No former employee or officer shall participate directly or indirectly in an Augusta, Georgia procurement for six (6) months after termination of employment or service with Augusta, Georgia. Sec. 1-10-29. Contingent fees. (a) Prohibition. It shall be unethical for a person to be retained or to retain a person to solicit or secure an Augusta, Georgia contract upon an agreement or understanding for a commission, percentage, brokerage or contingent fee, except for retention of bona fide employees of bona fide established commercial selling agencies for the purpose of securing business. (b) Contract clause required. Every Augusta, Georgia contract or purchase order shall contain the clause prohibiting contingent fees, as follows: “The vendor or contractor or firm warrants that it has not employed or retained any company or person, other than a bona fide employee working for the vendor or contractor or firm, to solicit or secure this contract or purchase order; and that the vendor or contractor or firm has not paid or agreed to pay any person, company, association, corporation, individual or firm other than a bona fide employee working for the vendor or contractor or firms, any fee, commission, percentage, gift or any other consideration contingent upon or resulting from the award or making of this agreement, For the breach or violation of the above warranty, and upon a finding after notice and hearing, Augusta, Georgia shall have the right to terminate the Page 28 of 113 contract or purchase order without liability, and, at its discretion, to deduct from the contract or purchase order price, or otherwise recover the fill amount of such fee, commission, percentage, gift or consideration.” Sec. 1-10-30. Penalties. (a) Criminal penalties. To the extent that violations of the ethical standards of conduct set forth in this division constitute violations of state law or violations of Augusta, Georgia standards of conduct set forth in section 1-1- 8 of the AUGUSTA, GA. CODE, they shall be punishable as provided therein. Such penalties shall be in addition to the civil sanctions set forth in this division. Criminal, civil and administrative sanctions, against employees or non-employees which are in existence on the effective date of the ordinance from which this article derives shall not be impaired. (b) Sanctions. The Augusta, Georgia Board of Commissioners is permitted to impose sanctions upon any employee or non-employee for violations of these provisions. (c) Employees. The Administrator, upon the recommendation of a Augusta, Georgia Department Director may impose any one or more of the following sanctions on an employee for violations of the ethical standards of this division: (1) Oral or written warnings or reprimands; (2) Suspensions with or without pay for specified periods of time; or (3) Termination of employment. (d) Nonemployees. The Administrator, upon recommendation and approval by the Board of Commissioners, may impose one or more of the following sanctions on a non-employee for violations of the ethical standards: (1) Written warnings or reprimands; (2) Termination of contracts; or (3) Debarment or suspension as provided in Article 8. Sec. 1-10-31. Reporting of anti-competitive practices to state. Page 29 of 113 Under this article, collusion and other anti-competitive practices among offerors are prohibited by local, state and federal laws, and Augusta, Georgia, therefore, establishes the following: (a) Certification of independent price determination. All offerors shall identify a person having authority to sign for the offeror who shall certify, in writing, as follows: "I certify that this offer is made without prior understanding, agreement, or connection with any corporation, firm, or person submitting an offer for the same supplies, services, construction, or professional or consultant services, and is in all respects fair and without collusion or fraud. I understand collusive bidding is a violation of local, state and federal law and can result in fines, prison sentences, and civil damages awards. I agree to abide by all conditions of this solicitation and offer and certify that I am authorized to sign for this offeror." (b) Compliance with this subsection shall be considered met if the certification of independent price determination, as provided in this subsection, is set forth in an exhibit attached to the offer and appropriate language incorporating the exhibit into the offer is set forth therein. (c) Reporting of anti-competitive practices. When for any reason collusion or other anti-competitive practices are suspected among any offerors, a notice of the relevant facts shall be transmitted to the State Attorney General by the Augusta, Georgia General Counsel for investigation. ARTICLE 4 PRODUCT SPECIFICATIONS Sec. 1-10-32. Purpose. The purpose of a specification is to provide a description and statement of the requirements of a product, components of a product, the capability or performance of a product, and/or the service or work to be performed to create a product. Sec. 1-10-33. Types of specifications. Page 30 of 113 (a) Design. This specification describes and states the required functional, physical and quality characteristics of a product, components of products, or services. (b) Performance. This specification describes and states the intended use, operating conditions, specific features and characteristics, and performance capability of the product. For construction or services, a performance specification states the methods to be employee and/or standards to be met, specific starting and completion schedule, and frequency of the service to be performed to develop the final product. (c) Design/performance. This specification is a combination of types (a) and (b) described above. It is a complete description and statement of the required physical makeup, functionality, intended use, operating conditions, specific features and characteristics, and performance capability of the product. (d) Service availability. If availability of service is to be a criteria for awarding a contract, the specifications shall clearly state that service availability may be considered in determining the most responsive bid, and the bidders shall be required to submit information concerning their ability to service and maintain the product or equipment. (e) A specification should be complete in its statement requirements. Other published specifications can be incorporated (e.g., Georgia D.O.T. Specifications, Underwriters Laboratory, etc.); however, original statements are preferable. A specification may also include provisions for testing and inspecting where necessary. Sec. 1-10-34. Maximum practicable competition. All specifications shall be drafted so as to promote overall economy for the purpose intended and encourage competition in satisfying Augusta, Georgia's needs, and shall not be unduly restrictive. The procedures in this Section apply to all specifications including, but not limited to, those prepared for Augusta, Georgia by architects, engineers, designers, draftsmen, and other consulting persons. Sec. 1-10-35. Qualified products list. (a) Augusta, Georgia shall advertise at least once per fiscal year for vendors to Page 31 of 113 register with the Procurement Department the products and services they wish to offer Augusta, Georgia. Augusta, Georgia shall keep an index of these vendors by name and the list shall be cross referenced for products and services. The vendor's name shall be kept for two (2) years or permanently if the vendor continues to offer bids. Records shall be kept as to the number of times a vendor is contacted for informal quotes and other bids. Upon the request of a vendor, the said vendor shall be added or deleted from the list. The use of such a list is not intended to restrict competition. Any vendor may submit, prior to product solicitation, a commodity, product or service to the Procurement Director for review and possible inclusion on the qualified products list. (b) Vendors shall be removed from the vendor list for the reasons established by the Procurement Director, including, but not limited to: (1) Declining to offer bids for a two (2) year period. (2) Failing to satisfactorily meet terms, agreements, or contracts made with the procurement department or the using agency. (3) Being convicted of criminal offenses in obtaining contracts or convicted of embezzlement, violation of state or federal anti-trust statutes, or any other crime which indicates a lack of business integrity or honesty. (4) Violating contract provisions or failing to perform without good cause or any other cause which the Procurement Director deems to be so serious as to affect the responsiveness and responsibility of a contractor, including the disbarment or suspension from a vendor’s list by another governmental entity. (5) Violating the standards as set forth in Article II hereof for conflicts of interest. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-36. Background information on vendors. The Department Head and/or the Administrator is directed to provide the bid Page 32 of 113 amount as submitted, information concerning the vendor's previous performance, the service and quality of the products offered, the availability of the goods and services when needed, adherence to delivery schedules, and other criteria pertinent to that particular item, on vendors who have submitted bids, proposals, or contracts for the Commission's consideration. The information is to be included in the backup documents for the Commission's consideration in awarding the contract. Sec. 1-10-37. Product references in specifications. (a) Use. Product references may be used in specifications, in conjunction with other descriptive narrative, when: (1) No other design or performance specification or qualified products list is available; (2) Time does not permit the preparation of another form of purchase description; (3) The nature of the product or the nature of Augusta, Georgia's requirements dictates the use of a brand name or equal reference in the specification; or (4) The use of a brand name or equal specification is in Augusta, Georgia's best interests. (b) Designation of several products references. Product reference or equal specifications shall seek to identify as many different product references as are practicable, as or equal references and shall further state that substantially equivalent products to those designated will be considered for award, unless conditions warrant otherwise. (1) Unless otherwise authorized by the Administrator, product reference or equal specifications shall include a description of the particular design, functional, or performance characteristics which are required. (2) Where a product reference or equal specification is used in a solicitation, the solicitation shall contain explanatory language that the use of the product reference is for the purpose of describing the standard of quality, performance, and characteristics desired and is not Page 33 of 113 intended to limit or restrict competition. (c) In all cases where brand name items are requisitioned by any department, the Procurement Director has the authority to determine whether similar products of equal quality offered for sale to Augusta, Georgia at a lower price shall be ordered in lieu of the requisitioned brand name items. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-38. Responsibility for specifications. The using agency shall be responsibility for acquiring specifications data for its procurements. Procurement personnel will assist with this task by providing copies of previously used specifications, brochures, or other reference materials. However, the Procurement office staff's primary responsibility is to develop the data provided by the using agency head into the proper format for the solicitation of bids, proposals, or quotations. All specifications shall be drafted so as to promote free and open competition in satisfying the using agency’s needs and shall not be unduly restrictive. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-39. Inspection of purchases. The procurement director, or his or her designee, in conjunction with the using agency or department head shall inspect, or supervise the inspection of, all deliveries of materials, supplies or contractual services to determine their conformance with the specifications set forth in the pertinent purchase order or contract. The Procurement Director may require chemical and physical tests of samples submitted with bids and samples of deliveries, which examinations are necessary to determine quality of the samples and conformance with specifications. (Ord. No. 6939, § 16, 1-2-07). ARTICLE 5 REQUIREMENTS FOR BIDDING OR PROPOSING ON AUGUSTA, GEORGIA CONTRACTS Page 34 of 113 Sec. 1-10-40. Responsibility of bidders and proposers. (a) Determination of responsibility. The level of responsibility of the bidder or proposer shall be ascertained for each contract awarded by Augusta, Georgia based upon full disclosure to the Procurement Director concerning the person's capacity to meet the terms of the contract and based upon the person's past record of performance on similar contracts, the bidder's quality of work, general reputation in the community, financial responsibility, and previous employment or use by Augusta, Georgia. If an offeror who otherwise would have been awarded a contract is found non-responsible, a written determination of non-responsibility, setting forth the basis of the finding, shall be prepared by the Procurement Director or the using agency and submitted to the Procurement Director. The failure of an offeror to promptly supply information in connection with an inquiry with respect to the level of responsibility may be grounds for a determination of non- responsibility with respect to such bidder or offeror or proposer. A copy of the determination shall be sent promptly to the non-responsible offeror. The final determination shall be made a part of Augusta, Georgia's contract file and be made a public record. (b) Right of nondisclosure. Except as required by the Open Records Act, information furnished by an offeror pursuant to this Section shall not be disclosed outside of the Procurement Department, or using agency, by Augusta, Georgia staff without prior written consent by the offeror. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-41. Cost or pricing data. (a) Required submissions relating to the award of contract. A prospective contractor shall submit cost or pricing data when the contract is expected to exceed five thousand dollars ($5,000) and is to be awarded by competitive sealed proposals (section 1-10-52; Competitive Sealed Proposals), by sole source procurement authority (section 1-10-56; Sole Source Procurement), or by competitive selection procedures for professional and consultant services (section 1-10-53). (b) Exceptions. The submission of cost or pricing data relating to the award of a contract is not required when: Page 35 of 113 (1) The contract price is based on adequate price competition; (2) The contract price is based on established catalogue prices or market prices; (3) The contract price is set by law or regulation; or (4) It is determined by the Procurement Director and approved by the Augusta, Georgia Administrator, in writing, that the requirements of this Section may be waived, and the determination states the reasons for such waiver. (c) Required submissions relating to change orders or contract modifications. A contractor shall submit cost or pricing data prior to the approval of any change order or contract modification, including adjustments to contracts awarded by competitive sealed bidding, whether or not cost or pricing data was required in connection with the initial pricing of the contract, whenever the change or modification involves aggregate increases or aggregate decreases of five percent (5%) or more of original bid or proposal price. (d) Exceptions. The submission of cost or pricing data relating to the pricing of a change order or contract modification is not required when: (1) Unrelated and separately priced adjustments for which cost or pricing data would not be required are consolidated for administrative convenience; or (2) It is determined in a written report by the Procurement Director and approved by the Augusta, Georgia Administrator that the requirements of subsection (c) hereof (Cost or Pricing Data; Required Submissions Relating to Change Orders or Contract Modifications) may be waived, and the determination states the reasons for such waiver. (e) Certification required. Any prospective or current contractor required to submit cost or pricing data in accordance with this Section shall certify that to the best of its knowledge and belief the cost or pricing data submitted was accurate, complete, and current, as of a mutually specified date prior to the Page 36 of 113 award of the contract, or the pricing of the change order for contract modification. (f) Price adjustment provision required in contracts. Augusta, Georgia contracts shall include a provision stating that when detailed pricing data has been requested by Augusta, Georgia and submitted by the offeror/contractor under the terms of the contract which is later found to be in error, that the price of the products charged to Augusta, Georgia, including profit or fee, shall be appropriately adjusted. Such prices shall be accurate, complete, and current as of the date agreed upon between Augusta, Georgia and the contractor. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-42. Cost or price analysis. A cost analysis or a price analysis, including life cycle costing as appropriate, may be conducted prior to award of a contract. If this technique is to be used, notice shall be provided the bidder/offeror in the bid solicitation or request for proposals. A written record of such cost analysis or price analysis shall be made a part of the contract file. Sec. 1-10-43. Bid and performance bonds when required. Bid and performance bonds or other security shall be requested for any contract as the Procurement Director, using agency head, and/or Administrator deem advisable to protect Augusta, Georgia's interest under circumstances specified herein. Any such bonding requirements shall be set forth in the solicitation. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-44. Bid bonds. (a) Requirements. Bid security shall be required, primarily for construction contracts, when the value is estimated to exceed one-hundred thousand dollars ($100,000). (b) Bid security shall be a bond provided by a surety company authorized to do business in the State of Georgia or the equivalent in cashier's or certified check (Checks shall be made payable to Augusta, Georgia), or such other security as approved by the Augusta, Georgia General Counsel. Page 37 of 113 (c) Nothing herein prevents the requirements of such security on construction and other purchases less than one-hundred thousand dollars ($100,000) when the circumstances warrant such requirements as determined by the Procurement Director and using agency head. (d) Amount. Bid security, when required, shall be in an amount equal to at least ten percent (10%) of the amount of bid or an amount certain specified in the solicitation. (e) The bid security of the three (3) lowest bidders shall be held until contract award. Securities posted by others will be returned shortly after receipt of bids. Except for the three (3) lowest bidders, unsuccessful bidders shall be entitled to the return of the bid security. Upon failure of a successful bidder to enter into a contract within an established time frame after Augusta, Georgia tenders the proposed contract, the bidder shall forfeit the bid security. Upon approval of the contract by the Commission, the remaining bid securities shall be returned. (f) Upon failure of an offeror to enter into a contract within ten (10) days after the contract is tendered by Augusta, Georgia, the offeror's security is subject to forfeit. (g) Rejection of bids/noncompliance with bid bond requirement. When the Invitation for Bids requires bid security, any bid submitted without such security shall be rejected and returned to the bidder with a written explanation of the action taken. (h) Withdrawal of bids. If a bidder is permitted to withdraw a bid before award it is considered cause to forfeit bid security unless substantial evidence is presented clearly evidencing the mistake and hardship that would occur to the bidder. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-45. Payment and performance bonds. (a) Requirement and amount. When a contract for construction services is awarded in excess of one-hundred thousand dollars ($100,000) the following Page 38 of 113 bonds shall be delivered to Augusta, Georgia, and shall become binding on the parties upon the execution of the contract: (1) A performance bond in the amount of 100% of the price specified in the contract executed by a surety company authorized to do business in the State of Georgia, and in a form and fashion satisfactory to Augusta, Georgia; and (2) A payment bond in the amount of 100% of the price specified in the contract executed by a surety company authorized to do business in the State of Georgia and in a form and fashion satisfactory to Augusta, Georgia. (b) Nothing in this chapter shall prohibit Augusta, Georgia from requiring other contractors or suppliers of professional services to comply with one or both bonding requirements if so determined by the Augusta, Georgia Administrator, and/or using agency head, to be necessary. (c) Reduction of bond amounts. Prior to the taking of bids, the Procurement Director and architect/engineer or project manager, upon approval of the Administrator, may reduce the amount of performance and payment bonds when a written determination is made that it is in the best interest of Augusta, Georgia to do so, provided Georgia law does not mandate the amount of such bond. (d) Authority to require additional bonds. Nothing in this Section shall be construed to limit the authority of Augusta, Georgia to require other security in addition to those bonds if warranted by the circumstances and other than specified in this Section. Sec. 1-10-46. Insurance requirements. Standard ranges and types of coverage shall be determined under the direction of the Augusta, Georgia Administrator and advice of the Augusta, Georgia General Counsel, Risk Management, Finance Director, Procurement Director and other appropriate staff. General requirements shall be reviewed at least once annually. Insurance shall be required within established ranges and for specific purposes for each solicitation and contract, except where otherwise provided for in the AUGUSTA, GA. CODE. Page 39 of 113 (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-47. Request for qualifications; pre-qualifications of contractors. (a) The Procurement Director, in consultation with the Administrator and using agency head may determine that it shall be in the best interest of Augusta, Georgia to pre-qualify offerors for contracts of a particular type. The imposed standards shall be met by any contractor who wishes submit a bid or proposal for the subject project. The contractor shall submit required data in order to obtain a fair and impartial determination of whether the pre- qualification standards have been met. When pre-qualification is required, only those contractors who submit the required pre-qualification information and who are actually pre-qualified to submit a bid or proposal for the proposed solicitation. (b) Public notice. Public notice of pre-qualification shall be given in the same manner as provided in section 1-10-50 (c). (c) Pre-qualification standards. The Procurement Director and affected using agency heads shall review all information submitted by the suppliers and, if necessary, require additional information. The standards set for pre- qualification shall include but not be limited to factors set forth in section 1- 10-50-Sealed Bids; Bid Acceptance and Bid Evaluation or section 1-10-52- Sealed Proposals; Evaluation and Selection. If the Procurement Director and Administrator determine that the contractor meets all standards, then the contractor shall be so pre-qualified. The contractor shall be notified in writing. (d) Failure to pre-qualify. Should a contractor not be pre-qualified, appropriate written notice shall be sent and the contractor may appeal such determination as provided in Article 9. (e) In no instance shall a contract be awarded from the solicitation of request for qualifications. ARTICLE 6 PROCUREMENT SOURCE SELECTION METHODS AND CONTRACT AWARDS Page 40 of 113 Sec. 1-10-48. Generally. The following sections provide detailed information concerning the use of the seven (7) source selection methods available for use for the procurement of commodities, services and construction products for Augusta, Georgia. The seven methods are: (1) sealed bids, (2) sealed proposals, (3) special services, (4) quotations or informal bids, (5) sole source, (6) emergency procurement and (7) annual contracts. Sec. 1-10-49. Purchase order. No officer or employee of Augusta, Georgia shall request a vendor to deliver goods, merchandise, materials or supplies to Augusta, Georgia except upon a regular purchase order issued by the procurement agent; however, the provisions of this subsection shall not apply to emergency purchases provided for in this section. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-50. Sealed bids selection method. (a) Conditions for use. All contracts of Augusta, Georgia shall be awarded by competitive sealed bidding except as otherwise provided elsewhere in this article (see section 1-10-52-Sealed Proposals; 1-10-53-Professional Services; 1-10-54-Quotations; 1-10-56-Sole Source Procurement; and 1-10- 57-Emergency Procurements, of this chapter). (b) Invitation for bids and specifications. An invitation for bids shall be issued by the Procurement Office and shall include specifications prepared in accordance with Article 4 (Product Specifications), and all contractual terms and conditions, applicable to the procurement. All specific requirements contained in the invitation to bid including, but not limited to, the number of copies needed, the timing of the submission, the required financial data, and any other requirements designated by the Procurement Department are considered material conditions of the bid which are not waiveable or modifiable by the Procurement Director. All requests to waive or modify any such material condition shall be submitted through the Procurement Director to the appropriate committee of the Augusta, Georgia Commission for approval by the Augusta, Georgia Commission. Page 41 of 113 (c) Public notice and bidder's list. Adequate public notice of the invitation for bids shall be given in reasonable time, not less than ten (10) working days prior to the date set forth therein for the receipt of bids. (1) Public works type contracts with values that equal or exceed one- hundred thousand dollars ($100,000), shall be advertised at least once weekly for at least four (4) weeks prior to opening of bids. (2) Public notice shall include publication for three (3) days within a ten (10) day period in the legal gazette or newspaper. The public notice minimally shall state the place, date, and time of pre-bid conference and/or bid opening, where specification documents may be obtained, and a brief description of the purchase or sale. (3) The Procurement Director shall also directly solicit sealed bids from all responsible prospective suppliers whose names appear on the Augusta, Georgia Bidders' List which the Procurement Director shall maintain. (d) Pre-bid conference and addendum. A conference to be conducted by the Procurement Director and using agency head, if appropriate, hearing will be scheduled at least five (5) working days before receipt of bids. While the pre-bid conference is not a requirement, it is strongly recommended and widely used to further acquaint interested bidders with the bid requirements and items to be purchased and vendor input. Any substantive changes to specifications resulting from the pre-bid conference or other vendor/contractor sessions shall be documented in an addendum and communicated to all bidders registered for the procurement action. (e) Bid opening. Sealed Bids shall be opened publicly in the presence of one or more witnesses at the time and place designated in the public notice and invitation for bids. The amount of each bid, and such other relevant information as the Procurement Director deems appropriate, together with the name of each bidder shall be recorded; the record and each bid shall be open to public inspection in accordance with Section 1-10-5 (Public Access to Procurement Information). (f) Bid acceptance and bid evaluation. Provided that the bids are delivered to Page 42 of 113 the Procurement Director at the time, place, and under the conditions contained in the Invitation for Bids, the bids shall be conditionally accepted without alteration or correction pending evaluation. (g) Bids shall be evaluated based on the requirements set forth in the invitation for bids, which may include bidder responsibility and responsiveness, capability and past performance, and criteria to determine acceptability such as inspection, testing, quality workmanship, delivery, and suitability for a particular purpose. Those criteria that will affect the bid price and be considered in evaluation for award shall be objective and clearly measurable, including but not limited to discounts, transportation costs, and total or life cycle costs. (h) Correction or withdrawal of bids. Correction or withdrawal of inadvertently erroneous bids before or after bid opening may be permitted under the circumstances described below: (1) Mistakes discovered before bid opening may be modified or withdrawn by written or telegraphic notice received in the office designated in the invitation for bids prior to the time set for bid opening. (2) The bidder may withdraw the bid, prior to bid opening, without revealing the amount of the bid, by submitting a new sealed bid and providing written notice of such withdrawal. (3) After the bid opening, corrections to bids shall be permitted only as to bid price and only to the extent that the bidder can show by clear and convincing evidence that a mistake of a non-judgmental character was made, the nature of the mistake, and the bid price actually intended. Otherwise, no changes in bid prices or other provisions of bids shall be permitted. (4) In lieu of bid correction, a low bidder alleging a material mistake of fact may be permitted to withdraw its bid if: (i) Such error in the calculation of the bid can be documented by clear and convincing written evidence; Page 43 of 113 (ii) Such error can be clearly shown by objective evidence drawn from inspection of the original work papers, documents, or materials used in the preparation of the bid sought to be withdrawn; (iii ) The bidder serves written notice upon the Procurement Director either prior to the award of the contract or not later than forty- eight (48) hours after the opening of bids, excluding Saturdays, Sundays and legal holidays; (iv) The bid was submitted in good faith and the mistake was due to a calculation or clerical error, an inadvertent omission or typographical error as opposed to an error in judgment; and (v) The withdrawal of the bid will not result in undue prejudice to Augusta, Georgia or other bidders by placing them in a materially worse position than they would have occupied if the bid had never been submitted. (5) In the event that an apparent successful bidder has withdrawn his or her bid as provided in subsection (3) of this Code section, action on the remaining bids should be considered as though the withdrawn bid had not been received. In the event the project is re-let for bids, under no circumstances shall a bidder who has filed a request to withdraw a bid be permitted to resubmit a bid for the work. (6) No bidder who is permitted to withdraw a bid pursuant to subsection (3) of this Code section shall for compensation supply any material or labor to, or perform any subcontract or other work agreement for, the person or firm to whom the contract is awarded or otherwise benefit, directly or indirectly, from the performance of the project for which the withdrawn bid was submitted. (O.C.G.A. § 13-10-22). (7) All decisions to permit the correction or withdrawal of bids, or to cancel awards or contracts based on bid mistakes, shall be supported in a written report made by the Procurement Director. (8) Withdrawal after receipt of bids is cause to forfeit bid security unless substantial evidence was presented clearly evidencing the mistake and Page 44 of 113 hardship that would occur to either Augusta, Georgia or the bidder in the event of award. (h) Tie bids. In the event two or more bidders are tied in price while otherwise meeting all of the required conditions, the bid shall be awarded to the business which is located within Augusta, Georgia, or if not within the above, within the State of Georgia. Where this method does not result in the awarding of a bid, the Procurement Director shall call a public forum, cause each bidder or stand-in to write the name of the bidder on paper and placed in a container, the winner to be determined by drawing lots. (i) Letting the contract. The contract shall be awarded or let in accordance with procedures set forth herein. Award shall occur with reasonable promptness by appropriate written notice to the lowest responsible and responsive bidder whose bid meets the requirements and criteria set forth in the invitation for bids. (j) In addition to price and other material factors, the Procurement Director, in consultation with the using agency, shall consider the following in the context of award recommendations: (1) The ability, capacity, and skill of the bidder to perform the contract or provide the services required, (2) The capability of the bidder to perform the contract or provide the service promptly or within the time specified, without delay or interference, (3) The character, integrity, reputation, judgment, experience, and efficiency of the bidder, (4) The quality of performance on previous contracts, (5) The previous and existing compliance by the bidder with laws and ordinances relating to the contract or services, (6) The sufficiency of the financial resources of the bidder relating to his ability to perform the contract, Page 45 of 113 (7) The quality, availability, and adaptability of the supplies or services to the particular use required, and (8) The number and scope of conditions attached to the bid by the bidder. (k) Award to other than low bidder. When the award is not given to the lowest most responsive and responsible bidder, a full and complete statement of the reasons for awarding the purchase order or other contract shall be prepared and signed by the Procurement Director and/or Administrator and made part of the record file. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-51. Request for proposals. Request for proposals shall be handled in the same manner as the bid process as described above for solicitation and awarding of contracts for goods or services with the following exceptions: (a) Only the names of the vendors making offers shall be disclosed at the proposal opening. (b) Content of the proposals submitted by competing persons shall not be disclosed during the process of the negotiations. (c) Proposals shall be open for public inspection only after the award is made. (d) Proprietary or confidential information, marked as such in each proposal, shall not be disclosed without the written consent of the offeror. (e) Discussions may be conducted with responsible persons submitting a proposal determined to have a reasonable chance of being selected for the award. These discussions may be held for the purpose of clarification to assure a full understanding of the solicitation requirement and responsiveness thereto. (f) Revisions may be permitted after submissions and prior to award for the purpose of obtaining the best and final offers. (g) In conducting discussions with the persons submitting the proposals, there Page 46 of 113 shall be no disclosure of any information derived from the other persons submitting proposals. Sec. 1-10-52. Sealed proposals. (a) Conditions for use. The competitive sealed proposals method may be utilized when the Augusta, Georgia Administrator approves the written justification of the Procurement Director or using agency head that the sealed bid method is not in the best interest of Augusta, Georgia. Generally, this method may be used when competitive sealed bidding (involving the preparation of detailed and specific specifications) is either not practicable or not advantageous to Augusta, Georgia. (b) Request for proposals. Competitive sealed proposals shall be solicited through a request for proposals (RFP). (c) Public notice. Adequate public notice of the request for proposals shall be given in the same manner as provided in section 1-10- 50(c)(Public Notice and Bidder's List); provided the normal period of time between notice and receipt of proposals minimally shall be fifteen (15) calendar days. (d) Pre-proposal conference. A pre-proposal conference may be scheduled at least five (5) days prior to the date set for receipt of proposals, and notice shall be handled in a manner similar to section 1-10-50(c)-Public Notice and Bidder's List. No information provided at such pre-proposal conference shall be binding upon Augusta, Georgia unless provided in writing to all offerors. (e) Receipt of proposals. Proposals will be received at the time and place designated in the request for proposals, complete with bidder qualification and technical information. No late proposals shall be accepted. Price information shall be separated from the proposal in a sealed envelope and opened only after the proposals have been reviewed and ranked. The names of the offerors will be identified at the proposal acceptance; however, no proposal will be handled so as to permit disclosure of the detailed contents of the response until after award of contract. A record of all responses shall be prepared and maintained for the files and audit purposes. (f) Public inspection. The responses will be open for public inspection only Page 47 of 113 after contract award. Proprietary or confidential information marked as such in each proposal will not be disclosed without written consent of the offeror. (g) Evaluation and selection. The request for proposals shall state the relative importance of price and other evaluation factors that will be used in the context of proposal evaluation and contract award. (Pricing proposals will not be opened until the proposals have been reviewed and ranked). Such evaluation factors may include, but not be limited to: (1) The ability, capacity, and skill of the offeror to perform the contract or provide the services required; (2) The capability of the offeror to perform the contract or provide the service promptly or within the time specified, without delay or interference; (3) The character, integrity, reputation, judgment, experience, and efficiency of the offeror; (4) The quality of performance on previous contracts; (5) The previous and existing compliance by the offeror with laws and ordinances relating to the contract or services; (6) The sufficiency of the financial resources of the offeror relating to his ability to perform the contract; (7) The quality, availability, and adaptability of the supplies or services to the particular use required; and (8) Price. (h) Selection committee. A selection committee, minimally consisting of representatives of the procurement office, the using agency, and the Administrator's office or his designee shall convene for the purpose of evaluating the proposals. (i) Preliminary negotiations. Discussions with the offerors and technical revisions to the proposals may occur. Discussions may be conducted with Page 48 of 113 the responsible offerors who submit proposals for the purpose of clarification and to assure full understanding of, and conformance to, the solicitation requirements. Offerors shall be accorded fair and equal treatment with respect to any opportunity for discussions and revision of proposals and such revisions may be permitted after submission and prior to award for the purpose of obtaining best and final offers. In conducting discussions, there shall be no disclosure of information derived from proposals submitted by competing offerors. (j) From the date proposals are received by the Procurement Director through the date of contract award, no offeror shall make any substitutions, deletions, additions or other changes in the configuration or structure of the offeror’s teams or members of the offeror’s team. (k) Final negotiations and letting the contract. The Committee shall rank the technical proposals, open and consider the pricing proposals submitted by each offeror. Award shall be made or recommended for award through the Augusta, Georgia Administrator, to the most responsible and responsive offeror whose proposal is determined to be the most advantageous to Augusta, Georgia, taking into consideration price and the evaluation factors set forth in the request for proposals. No other factors or criteria shall be used in the evaluation. The contract file shall contain a written report of the basis on which the award is made/recommended. The contract shall be awarded or let in accordance with the procedures set forth in this Section and the other applicable sections of this chapter. (Ord. No. 6939, § 16, 1-2-07). 1-10-53. Competitive selection procedures for professional and consultant services. As used in this section professional and consultant services, such as those provided by architects, engineers, investment banking, professional engineering, planning, landscape architects, land surveying, the medical arts, management and analysis, accounting or auditing, psychology or any other similar kind or type of professional practice which are normally obtained on a fee basis. This section shall not be applicable to services provided by attorneys or other professionals retained in connection with legal services. General Counsel shall be responsible for selecting attorneys and litigation related professionals. Page 49 of 113 (a) Conditions for use. The Procurement Director, upon the request or recommendation of the using agency, shall procure professional and consultant services, in accordance with this section. (b) Statement of qualifications. The Procurement Director shall request and maintain statements of interest from persons interested in providing professional and consultant services that shall include a statement of qualifications and performance data for such persons. Each using agency shall encourage professional and consultant firms, which desire to provide services to the agency, to submit statements of qualifications to Procurement Director. Procurement Director may specify a uniform format for statements of qualifications. Persons may amend these statements at any time by filing a new statement. Any person placed on the qualifications list shall be removed if found in violation of any provision of this article or if such person is found in default under any contract with Augusta, Georgia. (c) Public notice. When requested by the using agency, Procurement Director shall issue public notice for requests for proposals from professional and consultant offerors as provided in section 1-10-50(c). (d) Selection. Procurement Director, in consultation and upon the recommendation of the head of the using agency, shall select from among the offerors no less than three (3) offerors (the "short-listed offerors") deemed to be the most responsible and responsive; provided, however, that if three (3) or less offerors respond to the solicitation, this requirement will not apply. The selection of the short-listed offerors shall be made in order of preference. From the date proposals are received by Procurement Director through the date the contract is awarded, no offeror may make substitutions, deletions, additions or other changes in the configuration or structure of the offeror's teams or members of offeror's teams prior to award. The selection criteria shall include, but not be limited to, those contained in section 1-10- 52(g) and the following: (1) Previous experience demonstrating competence to perform work or services involved in the solicitation; (2) Past performance of previous contracts with respect to time of completion and quality of work; (3) The fee or compensation demanded for the services; (4) The ability to comply with applicable laws; Page 50 of 113 (5) The ability to comply with the schedule of the commencement and completion of the services, as required by Augusta, Georgia; (6) The financial ability to furnish the necessary bonds to the extent necessary; (7) The financial condition of the offeror; and (8) The ability to provide staffing of management personnel, satisfactory to Augusta, Georgia. (e) Negotiations and award. Procurement Director shall negotiate a contract with the most responsible and responsive short-listed offeror at compensation that Procurement Director determines in writing to be fair and reasonable to Augusta, Georgia. In making this decision, Procurement Director shall take into account the estimated value, the scope, the complexity and the professional nature of the services to be rendered. Should Procurement Director be unable to negotiate a satisfactory contract with the offeror considered to be the most responsible and responsive at a price for Procurement Director determines to be fair and reasonable to Augusta, Georgia; negotiations with that offeror shall be terminated. Procurement Director shall then undertake negotiations with the second most responsible and responsive short-listed offeror. If negotiations with the second most responsible and responsive short-listed offeror are unsuccessful, negotiations shall be terminated and Procurement Director shall then undertake negotiations with the third most responsible and responsive short- listed offeror. Should Procurement Director be unable to negotiate a contract with any of the short-listed offerors, Procurement Director and the using agency may select from the additional offerors that were not short-listed in order of their responsibility and responsiveness and Procurement Director may continue negotiations in accordance with this section until an agreement is reached. Sec. 1-10-54. Informal bids selection methods (standard and small purchases) and authority of Administrator and General Counsel. (a) Conditions for use. Any standard or small purchase contract or purchase order for supplies, services, and construction not exceeding ten thousand dollars ($10,000) in total value may be made in accordance with the purchase procedures authorized in this Section and other applicable provisions of this Article. Contract requirements shall not be artificially Page 51 of 113 divided so as to constitute a small purchase under this Section. (b) Request for quotations and specifications. Requests for quotations may be issued in writing or by telephone for purchases less than ten thousand dollars ($10,000). In either case, specifications shall be prepared describing the item or service in a form suitable for an appropriate vendor response. (1) Informal oral bid quotations. Quotes from a minimum of three (3) sources shall be obtained. Maximum purchase under this system is to be five thousand dollars ($5,000), including sales tax. Vendor quotes are to be noted on the requisition for retention. The procurement requirement shall not be artificially divided so as to constitute a purchase to be made by this method. (2) Informal written bid quotations. Solicitation for written bid quotes shall be obtained from three (3) sources, if available, from the vendor list. The maximum purchase under this system is to be ten thousand dollars ($10,000), including sales tax. (3) Selection is to be made from the list in the following manner: (i) Low bidder on last quote; (ii) Next vendor on list; (iii) Repeat procedure until all vendors have been asked to quote; (iv) Begin new rotation of vendors by using the last low bidder on quote. (c) Public notice. Notice in the form of advertisements is not required. However, no less than three (3) vendors/contractors shall be directly solicited, if available, to submit quotations. (d) Receipt of quotations. Quotations shall be scheduled for receipt at a date, time and place certain. The amount of each quote and such other relevant information as the Procurement Director deems appropriate, together with the name of each offeror shall be recorded. The record of each quote shall be open to public inspection in accordance with section 1-10-5 (Public Access Page 52 of 113 to Procurement Information). (e) Evaluation. Quotations shall be evaluated based on the requirements set forth in the request for quotations, which may include bidder responsiveness, capability and past performance, and criteria to determine acceptability such as inspection, testing, quality, workmanship, delivery, and suitability for a particular purpose. Those criteria that will affect the quoted price and be considered in evaluation forward shall be objective and clearly measurable, including but not limited to discounts, transportation costs, and total or life cycle costs. No criteria may be used in the evaluation processes that are not set forth in the request for quotations or other notice. (f) Correction or withdrawal of quotes. Correction or withdrawal of inadvertently erroneous quotes before or after the evaluation of the quotes may be permitted under the circumstances described in section 1-10-50(g) (Correction or Withdrawal of Bids). (g) Tie quotes. Shall be handled in the manner described in section 1-10-50 (h) (Tie Bids). (h) Award. Award shall be made to the most responsible and responsive bidder offering the lowest acceptable quotation. The names of the person submitting quotations and the date and amount of each quotation shall be recorded and maintained as a public record. Written quotations are advisable but not expressly required. (i) Agency purchases under one-thousand dollars ($1,000)/authority of using agency. Procurement of an item or article which does not exceed one- thousand dollars ($1,000.00), including any sales tax, shall be exempt from the bid process except that, where applicable, contract vendors shall be used unless substitution is approved in writing and in advance by the Procurement Director. Further, the procurement requirements shall not be artificially divided so as to constitute a small purchase. A reasonable effort shall be made to negotiate price agreements that will cover much of the small purchase volume. For purchases of one-thousand dollars ($1,000) or less in value the using agency head may issue a Purchase Order to acquire commodity and service products. The using agency shall obtain adequate and reasonable competition for the supply, service, or construction being purchased. Further, the using agency head shall require the preparation and Page 53 of 113 maintenance of written records adequate to document the competition obtained, properly account for the funds expended, and facilitate an audit of the small purchase made. Small purchases under one-thousand dollars ($1,000) may be made by the elected official or using agency head of all using agencies as follows: (1) Where the purchase does not exceed one-thousand dollars ($1,000) and a Using Agency Purchase Order is prepared and presented to the vendor. (2) A copy of the purchase order shall be forwarded to Finance and Procurement notifying the Director of Finance and Procurement of the purchase and requesting payment to be made from funds previously allocated to such using agency. (j) Limitations on small purchases made by using agencies. When small purchases are made by the using agency head pursuant to Subsection (i), the following requirements shall be met: (1) Such purchases are limited to goods and minor services where no contract exists or goods are not stocked by Augusta, Georgia. No equipment and furniture purchases are authorized under subsection (i); (2) The Using Agency Purchase Orders and original invoices shall be prepared and signed by an authorized party at the using agency level and forwarded to Finance for further processing; (3) Purchases shall not be divided artificially to constitute a small purchase; and (4) Using agencies are responsible for checking the availability of funds prior to making any small purchase. (Ord. No. 6939, § 16, 1-2-07). (k) Authority of Administrator to make small purchases. The Administrator shall have authority to make purchases and enter into professional services agreements without Commission approval for products or services not exceeding $25,000. Page 54 of 113 (l) Authority of General Counsel to settle small cases. The General Counsel shall have authority to settle pending and potential litigation not exceeding $25,000 without Commission approval. Sec. 1-10-55. Banking services. (a) Vendor and payroll accounts. Requests for Proposals shall be solicited as provided in section 1-10-52 of this chapter for each of these accounts. (b) Accounts other than vendor and payroll accounts. (1) Requests for Proposals shall be solicited as provided in section 1-10- 52 of this chapter for each such account. (2) As provided in section 1-10-6, local banks shall be contacted first. For purposes of this section, local banks shall be defined as those banking institutions with a full service banking location in Augusta, Georgia. Sec. 1-10-56. Sole source procurement. (a) Notwithstanding other provisions in this Article, whenever it shall be made to appear that by reason of design, capacity, compatibility with other equipment or with machinery, purpose, function or other characteristics an item of procurement required by Augusta, Georgia or one of its departments is obtainable only from one source, the item may be procured by the Procurement Department through negotiation from the source from which it is available without the necessity of bids or proposals. (b) Before any item may be obtained under the provisions of this section, however, the requisitioning agency must accompany its requisition for the order with a statement specifying in reasonable detail the reasons why the item should be procured by sole source. This specification of reasons shall be in writing and shall be attached to the requisition at the time it is transmitted to the procurement officer and shall demonstrate due diligence in determining if other sources exist. The due diligence review shall include the research of available sources, contact with professional and trade associations related to the supply, service or construction item or professional or consultant service. There shall also be a written determination which states the sources reviewed, the name of the contractor Page 55 of 113 and the terms of the agreement reached including terms and prices. (c) If the Augusta, Georgia Administrator, upon considering the requisition and the substantiation therefore, determines that the item should be purchased by sole source procurement and the cost thereof does not exceed twenty thousand dollars ($20,000), the Administrator may approve such procurement. If the item exceeds ten thousand dollars ($20,000) in cost, and the Administrator determines that sole source procurement is appropriate, the requisition shall be referred to the Commission for action. (d) The Procurement Director shall conduct the negotiations as to the terms of the sole source. (e) The Procurement Director shall draft a letter of justification for the sole source and place in the contract file. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-57. Emergency procurement selection method. Notwithstanding any other provisions of this chapter, the Procurement Director, Augusta, Georgia Administrator or constitutional officer may make or authorize others to make emergency procurement of equipment, supplies, services, general construction, or public works type construction services when there exists a threat to public health, welfare, or safety, or where daily operations are affected; provided that such emergency procurement shall be made with such competition as is practicable under the circumstances. As soon as practicable, a record of each emergency procurement shall be made and shall set forth the contractor's name, the amount and type of the contract, a listing of the item(s) procured under the contract, and the identification number of the contract file. A written report explaining the determination of the basis for the emergency and for the selection of the particular contractor shall be included in the contract file, and a copy of same provided the Augusta, Georgia Commission at their next regular meeting in the case of public works contracts as defined by Georgia Law or other Augusta, Georgia purchases when the value of the purchase exceeds twenty thousand dollars ($20,000). In the event an emergency should arise after office hours or on holidays or weekends which requires immediate action on the part of the using agency involved and where it is not possible or convenient to reach the Procurement Page 56 of 113 Director, constitutional officer, or Administrator, the using agency head is authorized to make purchases. Such purchases shall be well documented, packaged for payment, and forwarded to the Procurement Director within twenty-four (24) hours, if possible, after occurrence. In the event the Board of Commissioners of Augusta, Georgia determines at an open meeting of which minutes are recorded, that an emergency exists, and there is an immediate need for goods, materials or supplies to relieve said emergency, the Board of Commissioners shall be allowed to approve purchases without bids in the event the Board has determined an emergency exists, but all such declarations of emergency shall be in strict accordance with applicable State law defining `emergency'." (1975 Ga. Laws p. 4334 as amended). (Ord. No. 6939, § 16, 1-2- 07). Sec. 1-10-58. Annual contracts. Upon approval of an annual contract by the Augusta, Georgia Board of Commissioners for supplies and services to a particular vendor or vendors, any using agency may order supplies or services under such annual contract pursuant to an individual project or purchase order. Sec. 1-10-59. Specific requirements/options for source selection method. Encumbrance of funds. The Procurement Director shall not execute any contracts or purchase orders, except in the case of certain emergency purchases, until the Finance Department staff certifies, after pre-audit, that there is to the credit of the using agency concerned a sufficient unencumbered appropriation balance, in excess of all unpaid obligations, to defray the amount of the purchase. Sec. 1-10-60. Rejection or cancellation of solicitations; negotiating; re- advertisement. (a) Conditions for use. An invitation for bids/quotes, a request for proposals, or other solicitation may be canceled, or any or all bids may be rejected in whole or in part as may be specified in the solicitation, when it is for good cause and in the best interest of Augusta, Georgia. The reasons thereof shall be made part of the contract file. Each solicitation issued by Augusta, Georgia shall state that the solicitation may be canceled and that any bid or Page 57 of 113 proposal may be rejected in whole or in part for good cause when in the best interest of Augusta, Georgia. Notice of cancellation shall be sent to all businesses solicited. The notice shall identify the solicitation, explain the reason for cancellation and, where appropriate, explain that an opportunity will be given to compete on any re-solicitation or any future procurement of similar items. (b) Authority to reject/cancel. The Augusta, Georgia Commission has the authority to reject/cancel any and all bids, quotes and proposals. The Administrator shall also have the authority to reject/cancel any and all bids, quotes and proposals but may only do so with the authorization of the director of the effected user department. (c) Negotiating. If the low responsive and responsible bid for the project exceeds available funds as certified by the Finance Department staff, and such bid does not exceed such funds by more than twenty percent (20%), the Augusta, Georgia Administrator and the Procurement Director are authorized, when time permits, or economic considerations preclude further re-solicitation of work of a reduced scope, to negotiate an adjustment of the bid price with the low responsive bidder, in order to bring the bid within the amount of available funds. Any such negotiated adjustment shall be based only upon eliminating independent deductive items specified in the invitation for bids. (d) Re-advertisement. In the event that the negotiating process set forth in subparagraph (c), above, is unsuccessful, the Procurement Director may, in the alternative, re-advertise for the purpose of receiving a new set of bids. Therefore, if the lowest and best bid exceeds the budgeted amount and the Augusta, Georgia Commission does not appropriate additional funds, the Procurement Director may readvertise for bids after making sufficient changes in the specifications to bring the project within budget. Sec. 1-10-61. Multi-term contract. (a) Maximum period. A contract for services or supplies may be entered into for a period up to five (5) years, provided that the term of the contract and the conditions for renewal or extension, if any, is included in the solicitation and funds are available for the balance of the then current fiscal year. Payment and performance obligations for succeeding fiscal periods shall be subject to Page 58 of 113 the availability and appropriation of funds. All multi-year contracts shall contain a clause which terminates the contract at the beginning of a fiscal year when funds are not appropriated by the Commission for continuation of the contract for that fiscal year. (b) Determination prior to use. Prior to the utilization of a multi-term contract, it shall be determined in writing: (1) that estimated requirements cover the period of the contract and are reasonably firm and continuing; and (2) that such a contract will serve the best interest of Augusta, Georgia by encouraging effective competition or otherwise promoting economies in procurement. (c) Cancellation due to unavailability of funds in succeeding fiscal periods. All multi-term contracts shall include provisions providing that when funds are not appropriated or otherwise made available to support continuation of performance in a subsequent fiscal period, the contract shall be canceled with appropriate notice. (d) Renewal of contract. At least ninety (90) days prior to the expiration of any term of a multi-term contract, the using agency shall submit to the Augusta, Georgia Administrator, a report of the performance of the contract and the agency's recommendation as to the renewal of the contract. The Administrator, after consultation with the using agency and review of the report, and upon appropriate approval, shall renew the contract if renewal is in the best interest of Augusta, Georgia. All other requirements of this Section must be met in order to consummate a renewal. (e) Expiration and extension. Contracts being considered for renewal or re-bid may be extended by the Administrator for a period of time not exceeding ninety (90) days. Any extensions are subject to the availability of funds and mutual agreement of the vendor/contractor and Augusta, Georgia. Sec. 1-10-62. Right to inspect facilities. Official representatives of Augusta, Georgia shall have the right to inspect facilities of a vendor at any reasonable time which is related to the performance of Page 59 of 113 any contract award, bid on or to be awarded by Augusta, Georgia. Sec. 1-10-63. Right to audit records and contracts and collection of statistical data. (a) Official representatives of Augusta, Georgia may, at reasonable times and upon reasonable written notice to vendor, inspect the official records of the person or firm pertaining to a contract, change order, or purchase order with Augusta, Georgia when such inspection is required by law, or is authorized by the Administrator in writing as being in the public interest. (b) Contract audit. Augusta, Georgia shall be entitled to audit the books and records of a contractor or subcontractor under any negotiated contract or subcontract, other than a firm fixed-price contract to the extent that such books, documents, papers and records relate to the performance of such contract or subcontract. Such books and records shall be maintained by the contractor for a period of three (3) years from the date of final payment under the prime contract and by the subcontractor for a period of three (3) years from the date of final payment under the subcontract, unless a shorter period is authorized in writing. (c) Collection of statistical data. Augusta, Georgia shall be entitled to collect statistical information relating to such factors to determine whether disparities exist as permitted by law. All contractors and subcontractors under any negotiated contract or subcontract shall collect such information for every Augusta, Georgia contract and shall make such information available upon request. Sec. 1-10-64. Rebidding or cancellation of existing contract. In the event a vendor is unwilling or unable to perform a contract or the vendor gives written notice of cancellation of an existing contract, the Procurement Director may immediately pursue a replacement of said contract either by formal or informal bid procedure as is appropriate, with the approval of the Augusta, Georgia Administrator. The Procurement Director may accept a next lowest bidder. The options selected shall be the most advantageous to Augusta, Georgia. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-65. Multiple awards; limitations on multiple awards. Page 60 of 113 (a) Multiple awards. Unless otherwise provided in this section, or unless otherwise provided by law, two or more offerors may be awarded separate contracts, at the discretion of the Administrator, on the basis of one solicitation for the same or similar work, supplies or services if Augusta, Georgia reserves the right to do so in the solicitation. Multiple contracts may be awarded, in the discretion of the Administrator for the procurement of annual contracts for supplies, annual contracts for construction and annual contracts for services. The solicitation shall also include a statement that Augusta, Georgia may, in its discretion, elect to award only one contract if the procurement director, after consultation with the head of the using agency, determines in writing that one contract is sufficient for the needs anticipated by Augusta, Georgia at the level of quality desired. Awards shall be made in accordance with the provisions of this article. Notwithstanding anything contained in this section, however, if multiple awards are not anticipated in a solicitation prior to the deadline established for receipt of bids, proposals or quotations, multiple awards shall not be made under that solicitation. (b) Prohibition against multiple awards for the procurement of construction or services that are not annual contracts. Except as provided in subsection (a) of this section, or unless otherwise provided by law, multiple contracts shall not be awarded under one solicitation for the procurement of construction or services which are not annual contracts. (c) Inapplicability. This section shall not apply to the grant agreements, inter- governmental agreements or emergency procurements. ARTICLE 7 LOCAL SMALL BUSINESS OPPORTUNITY PROGRAM Sec. 1-10-66. Title. Augusta, Georgia Local Small Business Opportunities Program (“LSBOP”). Page 61 of 113 Sec. 1-10-67. Objective. Augusta, Georgia is firmly committed to the principles of equal opportunity and in keeping with these principles, hereby sets forth a program and establishes a mechanism for developing, approving, and implementing procedures by which local small business enterprises shall be identified, informed and educated regarding opportunities for supplying goods, general services, and construction services required by Augusta, Georgia, and providing for objectives for bidders to incorporate the use of Local Small Businesses as commercially useful sub- contractors, thereby promoting balanced economic and community growth throughout Augusta, Georgia. The LSBOP is a race and gender-neutral program. Sec. 1-10-68. Policy, intent and purpose. (a) Policy. It is the policy of Augusta, Georgia that all necessary and reasonable steps shall be taken to ensure that local small business enterprises have the maximum opportunity to compete for and participate in all contracts and subcontracts funded by or through Augusta, Georgia government. Further, the Augusta, Georgia Commission has determined as a means to ensure full economic participation by small local business that a mechanism for developing, approving and implementing a LSBOP is required. Augusta, Georgia has established the LSBOP to promote opportunities for registered Local Small Business to participate in Augusta, Georgia’s contracting and procurement activities by requiring contractors to utilize registered Local Small Businesses to perform commercially useful functions to the maximum extent possible and as economically feasible, as partners or subcontractors for service delivery or as suppliers of various goods required in the performance of a contract. This LSBOP is in addition to and shall not supplant the Local Preference Ordinance, Code § 1-10-6. (b) Intent and Purpose. The Augusta, Georgia Local Small Business Opportunity Program is established to encourage equal opportunity, diversity, and equity in Augusta, Georgia’s contracting and procurement activities. In a race and gender neutral manner, the Program will promote fair and equal opportunities for all local small businesses. It is specifically intended that the encouragement of local small businesses will allow for the development and growth of such businesses to increase competition for construction and procurement opportunities. Page 62 of 113 (1) It is the intent and purpose of this program to encourage equal opportunity in Augusta, Georgia’s contracting and procurement and to eliminate discrimination and the effects of past discrimination therein. (2) It is also the intent and purpose of this program to encourage the use of the Local Small Business Opportunity Program, which will have the benefit to Augusta, Georgia of assisting the local economy with job formation while remedying the discrimination against minority owned business enterprises in the Augusta, Georgia contracts and procurement in a race and gender-neutral manner. (3) It is also the intent and purpose of the LSBOP to develop evidence relevant to whether future race and gender conscious programs are necessary to remediate the effects of past or current discrimination, as required by applicable laws. Sec. 1-10-69. Definitions. (a) Generally. Those definitions set forth in Chapter 10 of the Code of Ordinances shall also apply to this Article, except as provided in this section. (b) Specifically. (1) Citizen’s Small Business Advisory Board (CSBAB). Is a council to advise the Commission and Procurement Director of matters pertaining to this section, and to meet with small businesses to review and advise as to the issues in program administration. See Consolidation Act, Ga. Laws 1995, p. 3648, § 1-40. Members are appointed by the Mayor, Commission and the Richmond County Legislative Delegation to the Georgia General Assembly. A list of the appointees is maintained in the Clerk of Commission’s Office and is incorporated herein by reference. (2) Commercially Useful Function. For the purpose of determining whether a registered Local Small Business is performing a commercially useful function, Procurement Department shall consider all of the facts in the record, viewed as a whole, including without limitation the following: Page 63 of 113 (i) A Local Small Business performs a commercially useful function when it is responsible for execution of the work of the contract and is carrying out its responsibilities by actually performing, managing, and supervising the work involved. (ii) To perform a commercially useful function, the Local Small Business must be responsible, with respect to material and supplies used on the contract or sub-contract for which it is engaged, for negotiating price, determining quality and quantity, ordering the material, and installing (where applicable) and paying for the material itself. (iii) A Local Small Business does not perform a commercially useful function if its role is limited to that of an extra participant in a transaction, contract, or project through which funds are passed in order to obtain the appearance of Local Small Business participation. In determining whether a Local Small Business is such an extra participant, the Procurement Department will examine similar transactions, particularly those in which Local Small Businesses do not participate. (3) Good Faith Efforts. Techniques used by a bidder/proposer to seek Local Small Businesses to participate as a subcontractor or supplier required to fulfill the bid/proposal request for participation. Such good faith efforts of a bidder/proposer include, but are not necessarily limited to, the following actions: (i) Including qualified local small businesses in the prime contractor’s solicitations for subcontractors and suppliers. (ii) Assuring that local small businesses are solicited whenever such business enterprises can perform a commercially useful function. (iii) Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation of local small businesses. Page 64 of 113 (iv) Establishing delivery schedules, where the requirements of the prime contract permit, which encourage participation of local small businesses. (v) Using the services and the assistance of the Procurement Department in the identification of qualified local small business and negotiating subcontracts and supply contracts with such enterprises. (vi) Requiring each first tier subcontractor to take the affirmative steps outlined in sub paragraphs 1 through 5 above with respect to the identification and usage of second or third tier sub- contractors. (vii) Placing notices of opportunities for qualified local small business to perform subcontracting work on the eligible project in newspapers, trade journals, and other relevant publications, including publications specifically targeted to local small businesses, or communicating such notices of opportunities via the Internet or by other available media or means. (viii) Designating portions of the work for local small businesses subcontracting in trades with available local small business subcontractors. (ix) Providing a minimum of five (5) days notice to local small businesses when requesting bids or proposals for furnishing material or services as a subcontractor or supplier. (4) Gross Receipts. Total income or, in the case of sole proprietorship gross income, plus “cost of goods sold” as these terms are defined or reported on Internal Revenue Service (IRS) Federal tax return forms; Form 1120 for corporations; Form 1120S for Subchapter S corporations; Form 1065 for partnerships; and Form 1040, Schedule F for farm or Schedule C for sole proprietorships. (5) Joint Venture. An association of two or more businesses to carry out a single business enterprise for profit for which purpose they combine their property, capital, efforts, skills, and knowledge. Page 65 of 113 (6) Local Small Business. A corporation, sole proprietorship, partnership or other business organization that meets the requirements for registration as such with Augusta, Georgia in accordance with Section 1-10-64 of this code. (7) Monthly Utilization Report or MUR. A memorialization by a prime contractor of all subcontracting and Local Small Business participation utilized on a contract. Contractors/vendors are required to submit the Monthly Utilization Reports on all subcontracting participation to the Procurement Department. (8) Non-Discrimination Statement. Written affirmation made by a bidder relating to the bidder’s conduct prior to submission of a bid as well as after award of a contract that the bidder agrees to: (i) Follow the policies of Augusta, Georgia relating to the participation of local small businesses. (ii) Undertake certain measures to ensure the maximum practicable participation by local small businesses; and (iii) Not engage in discriminatory conduct against local small businesses inconsistent with the policy. (9) Personal Net Worth. Net value of the assets of an individual owner, after total liabilities are deducted must not exceed seven hundred and fifty thousand dollars ($750,000). An individual’s Personal Net Worth does not include the individual’s ownership interest and the individual’s equity in his or her primary place of residence. An individual’s Personal Net Worth includes his or her share of assets held jointly with the individual’s spouse. Property held by the entireties is deemed to be owned equally by the spouse. (10) Prime Contractor. A person or firm who is awarded a contract from Augusta, Georgia for provision of goods or services and has the primary responsibility for performance of the contract. The Prime Contractor may subcontract portions of the work required to Subcontractors, as indicated in the bid or solicitation documents. (11) Registered Local Small Business. Any business entity registered by the Procurement Department, providing goods or services, which has Page 66 of 113 its principal office and place of doing business in Augusta, Georgia; with gross annual receipts being less than one million dollars ($1,000,000); and whose owners meet the personal net worth threshold, all as defined herein. The term Local Small Business shall also include a manufacturer with seventy-five (75) employees or less or wholesaler with fifty (50) employees or less without regard to gross revenues. (12) Schedule of local small business participation. Written data sheet which is a required submittal for a bid or proposal that lists proposed local small business subcontractors and the estimated value of proposed sub-contracts. Sec. 1-10-70. Application; effective date. This ordinance shall apply to all bids, proposals, contracts, expenditures and purchases commenced by Augusta, Georgia except sole source or emergency procurement. The effective date of this ordinance shall be the date it is approved by the Augusta, Georgia Commission. Sec. 1-10-71 . Program administration. (a) Services to be provided by the Local Small Business Opportunities Program (LSBOP). The Procurement Director shall have the primary responsibility to assure that the LSBOP is effectively and equitably carried out in Augusta, Georgia. Other Augusta, Georgia officials, Department directors and management personnel shall give their full cooperation towards the implementation of the LSBOP program. (b) Program. The Local Small Business Opportunities Program administration consists of performing vendor registration, education and outreach, and review of bid and proposal documents. Specifically, the program shall consist of: (1) Developing and administering local small business registration criteria and procedures. (2) Establishing and maintaining a directory available to the public of registered local small businesses capable of supplying the type and Page 67 of 113 quality of equipment, supplies, general services, construction, and professional services required by Augusta, Georgia. (3) Regularly seeking out and registering new local small businesses to bid on Augusta, Georgia purchases and solicitations. (4) Notifying vendors of their registration status and advising non- registered parties of their right to appeal which shall be filed with Augusta, Georgia Administrator within seven (7) days of receipt of such notice. (5) Developing annual forecasts and periodically updating same based on a review of anticipated purchases and registered local small businesses. (6) Monitoring and reporting on legislative and judicial actions relevant to local, small business interests. (7) Reviewing specifications and bid documents with the Procurement Department to ensure maximum opportunities for registered local small businesses to compete on an equal basis for contracting opportunities and to perform commercially useful functions. (8) Convening and/or participating in information sessions with local small businesses regarding bid requirements and contract performance. (9) Providing technical assistance, conducting seminars, visiting vendors, and performing other outreach services to encourage and increase participation in Augusta, Georgia’s bidding process by local small businesses. (10) Exploring and developing other means of expanding the program, and attracting and increasing local small business participation including joint efforts with other governmental agencies and authorities. (11) Refer local small businesses to third party development assistance providers when appropriate for bonding, financial and technical assistance. Page 68 of 113 (12) Attend pre-bid, pre-qualification or pre-proposal conferences to provide information on the LSBOP. (13) Preparing and presenting an annual LSBOP report to the Augusta, Georgia Commission. (14) Assist prime contractors and other potential bidders in identifying and contacting local small businesses. (15) Develop outreach programs specifically targeted to educate local small businesses about the LSBOP. (16) The Procurement Director shall work with User Departments to set contracting goals for each project over $100,000 to include those with subcontracting and/or supplier possibilities. The Procurement Director and User Departments shall have the authority to reduce or eliminate such local small business goals on a project based on the type of contract, the type of subcontracting work that will be required, and the availability of local small businesses. (17) At Risk Management Construction Project Prime bidders will also be subject to the contract goals for subcontractors. (18) Augusta, Georgia shall indicate goals for local small businesses in Project Specific solicitations over $100,000 to provide opportunities for local small business participation. (19) Where a bid provides a goal for local small business participation, the Procurement Department and User Department shall recommend a bidder be awarded a contract only where the bidder has demonstrated Good Faith Efforts to meet the designated goals. (20) Notify all registered vendors of formal bid opportunities through direct solicitation or public advertisement, including information on the LSBOP. (21) Work with project managers or user agencies to divide larger projects into smaller projects or contracts when commercially appropriate, in order to create more opportunities for local small businesses to participate in contracts let by Augusta, Georgia. Page 69 of 113 (22) Provide data and technical assistance to support the outreach efforts of the LSBOP as necessary and appropriate. (23) Develop and utilize specifications that are open and competitive. (24) The Procurement Director, the Using Agency and the Finance Director, may make special provision for progress payments as deemed reasonable to assist local small businesses to carry out the terms of a contract. (25) When a local small business is awarded a contract with Augusta, Georgia, the Procurement Director may furnish written confirmation of the same, providing the terms of the contract which may be used by the local small business in negotiating lines of credit with lending institutions. (c) Evaluation of the Local Small Business Opportunity Program by the Augusta, Georgia Commission. The Local Small Business Opportunities Assistance Program shall be evaluated on an annual basis. Each annual report shall be compiled by the Procurement Director and shall compare the fiscal year ending with the previous fiscal year. Evaluation of the program may include: (1) Number of local small business firms registered; (2) Training and technical assistance offered to local small businesses; (3) Dissemination of LSBOP information at pre-bid conferences; and (4) Evaluation of the effectiveness of the local small business in relation to the achievement of Augusta, Georgia’s goals set forth under this policy, including the utilization of local small businesses on contracts. Sec. 1-10-72. Registration and certification procedures. (a) Registration Criteria; acceptance of certification by other governmental agencies. The Augusta, Georgia’s Local Small Business Opportunities Program requires prior registration or evidence of current certification of a Local Small Business in order to count the participation of that Local Small Page 70 of 113 Business toward program goals. Eligibility requirements for registration are: (1) Certification as to small business status may be accepted from other local governmental, state or federal agencies that apply criteria substantially similar to that imposed by this ordinance. (2) Applicant firm must complete an appropriate application form obtained from the Procurement Department and must qualify as a local small business, as the term is defined in this Article as to principle place of business, gross annual receipts and personal net worth thresholds. (3) Applicant firm must have its principal place of business located within the geographic limits of Richmond County. A location utilized solely as a post office box, mailbox, mail drop, virtual office, telephone message center, or any combination thereof, with no substantial work function, shall not be deemed to be a significant local presence sufficient to qualify as a local small business. (4) Applicant firm must possess a valid Augusta, Georgia business license for six (6) months prior to submitting their LSBOP registration application; (5) The firm’s three (3) year average annual gross receipts, as defined herein, must not exceed $1.5 million ($1,500,000) in annual gross receipts; (6) Applicant firm owner must be a citizen or lawfully admitted permanent resident of the United States; (7) Applicant firm must be a business, including a sole proprietorship, partnership, corporations, limited liability company, or any other business or professional entity: (i) which is at least fifty-one (51) percent owned by one (1) or more of the applicant individuals identified, and the ownership must have been in existence for one (1) year or more, and the Page 71 of 113 applicant individual must have maintained such fifty-one (51) percent ownership for at least one (1) year; and (ii) in the case of a publicly-owned business, at least fifty-one (51) percent of all classes of stock which is owned by one (1) or more of such persons, each of whom meets the net worth criteria as defined herein. (8) No individual owner of an applicant firm, or if a sole proprietorship or partnership the individuals themselves, may have a personal net worth that exceeds $750,000, as that term is defined in this Article. (9) No local small business shall be registered on the basis of the race or gender of its ownership regime. (b) Renewal of Registration. Local small business registration is valid for a two-year period beginning on the date Augusta, Georgia registers the business. To re-apply, a local small business must submit a new application and evidence of continuing eligibility. It is the responsibility of the local small business to notify the Procurement Department of any change in its circumstances affecting its continued eligibility for the program. Failure to do so may result in the firm’s de-registration and preclusion from future participation in the LSBOP; (1) A Local Small Business that no longer meets registration criteria shall not be re-registered by the Procurement Department; (2) Firms that have been denied registration or re-registration may protest the denial as follows: (i) Within five (5) days of receipt of denial of registration or re- registration, the firm may protest such action in writing to the Procurement Director. Protests filed after the five (5) day period shall not be considered and are deemed a failure on the part of the protestor to exhaust administrative remedies. (ii) A hearing shall be held by Augusta, Georgia Administrator (or his or her designee) at which time the firm may present Page 72 of 113 additional facts and evidence in support of its eligibility. Augusta, Georgia Administrator (or his or her designee) shall control all aspects of the hearing, including scheduling, conduct, witnesses, and evidence, and may request the attendance of witnesses and production of particular documents. (iii) Augusta, Georgia Administrator shall send written notice of the decision to the firm within thirty (30) days of the hearing. (iv) A firm found to be ineligible cannot apply for registration or re-registration for a period of one year after the effective date of the final decision. (c) Limitations. Notwithstanding any other provision of this program except on a finding of good cause by Augusta, Georgia, a registered local small business is no longer eligible to participate in the LSBOP after being enrolled for ten (10) consecutive years regardless of whether the firm received contracts or prime contracts under the program. If a firm has been released from the program before graduation as a result of exceeding the LSBOP thresholds, it will still be eligible to receive contracts from Augusta, but such participation will not be counted toward the LSBOP goal of identifying and employing local small businesses to the greatest extent possible. In determining whether a good cause exists for a firm to continue participation beyond ten (10) consecutive years, Augusta may review all relevant factors such as amount of business previously received by the firm, and capability of other small firms to provide goods and services, impact on a potential contract opportunity for other local businesses to compete. In no event shall a firm’s participation in the program extend beyond fifteen (15) years. Participation or registration as a local small business in the LSBOP shall not preclude a registered firm from competing for a prime contract with Augusta, Georgia on the same basis as other prime contractors or suppliers. Page 73 of 113 (d) Graduation. Augusta, Georgia shall graduate a local small business from eligibility as a local small business. The local small business will be graduated from local small business if any one of the following occurs: (1) The local small business’ gross revenues in each of the previous consecutive three (3) years exceed an average of $1.5 million; (2) The net worth of any owner of a local small business exceeds an average of $750,000 for each of the previous consecutive three (3) years, exclusive of principal residence and the value of the local small business ; or (2.) The local small business has participated in the LSBOP for ten (10) years and AUGUSTA, GEORGIA has not approved an extension of participation based on good cause. Sec. 1-10-73. Local small business opportunities program participation. (a) Sealed Bids, Sealed Proposals, Professional Services And Other Major Purchasing. The following procedures and contract requirements will be used to insure that local small businesses are encouraged to participate in Augusta, Georgia contracts, including but not limited to construction contracts, requests for professional services and the performance of public works contracts. The Augusta, Georgia user department shall indicate goals for local small business in all solicitations for contracts over $100,000 in value: (1) Bid conditions, requests for proposals, and all other specifications for contracts awarded by Augusta, Georgia will require that, where subcontracting goal is utilized in performing the contract, the bidder or proponent, will make Good Faith Efforts to subcontract with or purchase supplies from local small businesses. Bid specifications will require the bidder or proponent to keep records of such efforts that are adequate to permit a determination of compliance with this requirement. (2) Each bidder shall be required to provide documentation of achieving goal or provide documentation of Good Faith Efforts to engage local small businesses as subcontractors or suppliers, the names of local Page 74 of 113 small businesses and other subcontractors to whom it intends to award subcontracts, the dollar value of the subcontracts, and the scope of the work to be performed, recorded on the form(s) provided or made available as part of the bid package. If there are no sub-contracting opportunities, bidder shall so indicate on the appropriate form. (3) For all such contracts, the Procurement Department will identify the existence of registered local small businesses which are qualified to submit bids as prime contractors. (4) The Procurement Department shall identify subcontracting opportunities and shall make available trade-specific lists of registered local small businesses to potential prime contractors. Prime contractors are encouraged to form Joint Ventures with local small businesses to perform major contracts, particularly in the areas of construction and professional services. (5) Within thirty (30) days of the adoption of this Ordinance, the Procurement Department will include a copy of this ordinance in each bid or proposal package or shall publish and make available an internet link at which the LSBOP Ordinance and related forms may be found on the official website of Augusta, Georgia. (6) All bid documents shall require bidders or proponents to submit with their bid the following written documents, statements or forms, which shall be made available by the Procurement Department. (i) Non-Discrimination Statement which shall affirm the bidder’s: (i) adherence to the policies of Augusta, Georgia relating to equal opportunity in contracting; (ii) agreement to undertake certain measures as provided in this policy to ensure maximum practicable participation of local small businesses; and (iii) agreement not to engage in discriminatory conduct of any type. (ii) Proposed Local Small Business Subcontractor/Supplier Utilization Plan. (iii) Documentation of Good Faith Efforts to use local small businesses. Page 75 of 113 Failure to submit the above documentation shall result in the bid or proposal being declared non-responsive. (7) Before advertising and soliciting bids, the Procurement Department and using department will assess if large contracts can be segmented into multiple contracts. Methods to be considered include: (i) The term of a contract may be shortened that results in a dual effect; the reduction of quantity required, and the risk inherent in guaranteeing prices over a longer period of time. (ii) Work to be performed may be grouped according to geographic location within Augusta, Georgia. (8) When the Solicitation bid document contains a local small business goal, each Bidder must either: meet the local small business goal or comply with the Good Faith Effort requirement set for in section 1- 10-69(b)(3). Failure to do so constitutes grounds for rejecting the Bid. (9) When the Solicitation bid document does not contain a local small business goal, each bidder must negotiate in good faith with each local small business that responds to the Bidder’s solicitation and each local small business that contacts the Bidder on its own accord. (10) Self-Performance. Self performance does not exempt Bidders from the Local Small Business Opportunity Program requirements unless the self performer is a qualified and registered local small business. Bidders that do not meet the local small businesses goal and desire to self-perform all or part of the construction contract must nevertheless demonstrate that they complied with the Good Faith Efforts requirements as set forth in section 1-10-69. (b) Departmental Purchase Requirements (All Formal Bids over $100,000). User Departments making purchases or issuing solicitations for projects over $100,000 (including project management, contract management, and/or construction, and/or design contracts) shall have the following duties and responsibilities with regard to the LSBOP: Page 76 of 113 Departments shall: (1) Establish Project Specific Goals on all projects $100,000 and above. (2) Submit the scope of work and cost estimate evaluations to the Procurement Department so appropriate local small business subcontracting goals may be determined. (3) Assist the Procurement Department with setting Project Specific Goals. (4) Assist in identification of available local small businesses. (5) Gather and maintain data for those contracts which they manage. (6) Submit subcontracting data to the Procurement Department within fourteen (14) days of progress payments and thirty (30) days of contract closeout. (7) Submit to the Procurement Department, on or before the beginning of each Fiscal year, the Department’s annual list of projects, listing all upcoming projects, estimating the probable monetary value, and stating the projected bid advertisement date. (8) Indicate goals for local small businesses in solicitations for contracts that provide opportunities for local small business participation. (9) Work with User Departments to monitor contracts to facilitate prompt payments to local small business and to be in compliance with Project Specific Goals and commitments. Page 77 of 113 (10) Track and report statistics regarding the effectiveness of the LSBOP, as measured by a review of data indicating prime and subcontractor spending with local small business, as required by the policies and procedures. (C) Methodology for Setting Local Small Business Project Specific Goals. The Procurement Director in consultation with User Department shall establish a local small business goal for all contracts through rules and guidelines for the implementation of the LSBOP. Such methodology shall take into account the reasonably known availability of subcontracting opportunities that local small businesses can perform on each contract. Local small business goals should be calculated based upon specific contracting, subcontracting, and/or supplier opportunity and the availability of local small business registered in Augusta, Georgia’s directory. This will be achieved by adopting the Federal Guidelines for setting Goals 49 CFR Part 26-45. (d) Post Contract Award Requirements. The purpose of this sub-section is to establish requirements for contractor compliance with the LSBOP after a contract has been awarded. This is incorporated into all Augusta, Georgia Contracts for which a local small business goal has been established or negotiated. (1) Contractors shall have an affirmative, ongoing obligation to meet or exceed the committed local small business goal for the duration of the contract. The Augusta, Georgia may deem a contractor to be in violation of the LSBOP and in breach of its contract if at any time Augusta, Georgia determines that: (a) The contractor will not meet the committed local small business goals; and (b) the reasons for the contractor’s failure are in within the contractor’s control. For example, if a contractor does not meet the local small business goal because the contractor terminated a local small business without cause or if the contractor caused and local small business to withdraw from the project without justification, then Augusta, Georgia is justified in finding the contractor to be in violation of the LSBOP. Page 78 of 113 (2) Exceptions. A contractor shall not be deemed in violation of this Program for failure to meet the committed local small business goal to the extent such failure is directly attributable to: (i) Augusta, Georgia reducing the scope of a Contract so as to eliminate or reduce work that was going to be performed by local small businesses (whether through a change order, contract amendment, force account or otherwise); (ii) A local small businesses voluntary withdrawal from the project, if the contract demonstrates that such withdrawal was beyond the contractor’s reasonable control, so long as the contractor complied with the Good Faith Efforts to replace the local small business with another local small business; or (iii) Termination or reduction in the work of a local small business, if the contractor demonstrates that such termination was consistent with the terms of this Program, and that the contractor complied with the Good Faith Efforts to replace the local small business with another local small business. (3) Contractors have an ongoing, affirmative obligation to ensure that local small businesses performing on the contract are performing a Commercially Useful Function. A contractor shall be in violation of the LSBOP and in breach of its contract if it lists a local small business to receive credit toward a committed local small business goal with knowledge that the local small business will be acting as a conduit or will otherwise not be performing a Commercially Useful Function reasonably commensurate with the payment amount for which the contractor will be seeking credit. (4) Contractors shall not terminate, replace or reduce the work of a local small business that the contractor has counted toward meeting the committed local small business unless: (i) The local small business refuses to enter into a contract consistent with the local small business’ Letter of Intent. (ii) The local small business materially breaches its contract with the contractor Page 79 of 113 (iii) Augusta, Georgia reduces the contract scope of work so as to eliminate or reduce the work that the local small business was to perform; or (iv) The local small business voluntarily withdraws from the contract for reasons not within the contractor’s reasonable control. (5) Contractor shall provide the User Department and the Procurement Director written notice prior to replacing or terminating a local small business on a contract. The notice shall identify the local small business and the contract; state the reason for the termination or replacement and state the proposed date on which such termination or replacement will occur. Unless the circumstances necessitate immediate termination or replacement, the contractor shall provide such notice to the User Department and the Procurement Director at least five (5) Business Days before the contractor terminates the local small business. The contractor shall further provide written notice to the local small business stating the reasons for the termination. Unless circumstances dictate otherwise, the contractor shall provide such notice before termination is to occur. (6) Good Faith Efforts to replace a local small business to a contract. When a local small business withdraws or is terminated from a contract for any reason, the contractor shall comply with the Good Faith Efforts requirement to replace the departing local small business with another local small business. Likewise, when new opportunities for subcontracting arise on a contract and Augusta, Georgia sets a Supplemental local small business goal, the contractors shall comply with the Good Faith Efforts set in an effort to meet the Supplemental local small business goal. (7) Utilization Reports and Documentation of Payment. Contractors shall report to Augusta, Georgia the total dollars paid to each local small business on each contract, and shall provide such payment affidavits, regarding payment to subcontractors as may be requested by Augusta, Georgia. Such documents shall be in the format specified by the Procurement Department, and shall be submitted at such times as Page 80 of 113 required by Augusta, Georgia. Failure to provide such reports within the time period specified by Augusta, Georgia shall entitle Augusta, Georgia to exercise any of the remedies set forth, including but not limited to, withholding payment from the contractor and/or collecting liquidated damages. (e) Departmental purchase requirements (small purchases, quotations, or informal bids). Subject to the dollar limits set forth under Augusta, Georgia ordinance, departments are authorized to make small purchases using Agency Purchase Orders. Departments shall be directed by Augusta, Georgia Administrator to utilize local small businesses on small purchases whenever possible and appropriate. (1) The Procurement Department shall make available to every Augusta, Georgia department a directory of registered local small businesses and encourage their use of by departments. (2) The Procurement Department shall provide annual training to all Augusta, Georgia Departments on the Local Small Business Opportunities Program. (3) The Procurement Director shall ensure that all Augusta, Georgia specifications for goods and services do not contain any unnecessary impediment to local small business participation in the bid process. (4) For small purchases, quotations or informal bids, the Using Department will solicit bids from registered local small businesses to supply the required materials, equipment, supplies or services using the local small business Registry created and maintained by the Procurement Department. (5) The Procurement Department will attempt to identify qualified local small businesses and will include such local small business in bid/quote solicitation lists. (f) Procurement Department Buyer’s Responsibilities. (1) For all purchases on which written bids are sought, registered local small businesses which are ready, willing and able to perform the Page 81 of 113 required services or provide the required commodity will be solicited for a written quotation or bid. (2) Purchases from local small businesses shall be tracked by the buyer. (g) Maintenance of Records. (1) The Procurement Department, with the assistance of the Department of Information Technology, shall compile data on local small business participation. Information on prime contract awards and subcontractor utilization will be maintained by the Procurement Department which will gather information from all user Departments on a quarterly basis. (2) Local small business utilization statistics shall be maintained in the following manner: (i) Contracts and purchases shall be grouped into four categories: construction, professional services, general services and materials/equipment/supplies. (ii) Statistics shall measure overall awards to local small businesses by category of purchase (i.e. construction, professional services, general services, and materials/equipment/supplies). (3) The following statistics shall be reported not less than annually to the Augusta, Georgia Commission by the Procurement Director. (i) Regarding purchases of professional services, general services and material/equipment/supplies made through the competitive bid and quotation process: Total value of purchases Total value of purchases from local small businesses (ii) Regarding small purchases by operating department using Agency Purchase Orders: Page 82 of 113 Total value of small purchases by Augusta, Georgia Department Total value of small purchases from local small businesses by Department (iii) Regarding construction purchases: Total value of construction contract awards Total value of construction contracts awarded to local small businesses as prime contractors. Total value of subcontracts awarded to local small businesses (h) Compliance. (1) It will be the duty of the Procurement Director to ensure that bids or proposals issued from the Procurement Department adhere to the provisions set forth in this Policy. (2) The Procurement Director, and all department directors will assume responsibility for evaluating compliance with this program in their respective contract areas and will review, on a continuing basis, all aspects of the program’s operations to assure that the purpose is being attained and reporting same to the Procurement Director for tracking and annual report purposes. (3) Each Augusta, Georgia contract will contain a provision requiring compliance with this policy including maintenance of records, good faith efforts, and maintenance of information necessary to document compliance, and include the right of the Procurement Director and any compliance personnel to inspect such records. Compliance records will be a part of the official files located in the Procurement Office. (4) The Procurement Director shall be responsible for evaluating good faith efforts documentation and subcontractor information submitted by bidders in conformance with, the AUGUSTA, GA. CODE and any State and Federal Laws applicable to any bid specifications for competitive sealed bid or competitive sealed proposal projects prior to award of the contract. Page 83 of 113 (5) Each Augusta, Georgia contract will contain a provision prohibiting any agreements between a contractor and a local small business in which the local small business promises not to provide subcontracting quotations to other bidders or potential bidders. (i) Competitive Bids. Nothing in this Policy is to be construed to require Augusta, Georgia to award a bid contract to other than the lowest responsible bidder, or to require contractors to award to subcontractors, or to make significant material purchases from local small businesses who do not submit the best overall pricing to Augusta, Georgia. (j) Outreach. To maximize the identification, registration and utilization of local small businesses, the following efforts will be undertaken by the Procurement Department: (1) Increase efforts to locate and register additional vendors, service providers, and construction contractors that can provide goods and services for Augusta, Georgia through media, vendor fairs, and electronic message boards. (2) As GDOT, FTA, DOD and FAA certified construction contractors are located invite local firms to register with Augusta, Georgia in accordance with the requirements of this Article in order to create an enhanced resource to using departments, buyers and prime contractors to locate registered local small businesses for projects that can utilize local small businesses for a commercially useful function. (3) Supply information to the Board of Commissioners regarding the LSBOP and offer opportunities for ways in which the Board of Commission can be an advocate of the LSBOP. Sec. 1-10-74. Exceptions – federally funded projects. In accordance with § 1-10-8 and Article 14, the LSBOP shall only be utilized with federally funded projects, solicitations or contracts as authorized by federal (and Page 84 of 113 Georgia) laws, regulations and conditions applicable to such projects. To the extent that there are any conflicts between any such laws, regulations or conditions and the LSBOP, the federal (and Georgia) laws, regulations and conditions shall control. Sec. 1-10-75. Citizens Small Business Advisory Board. A Citizens’ Small Business Advisory Board (CSBAB) shall be constituted to advise the Commission and Procurement Director on matters related to this ordinance, and to meet with local small businesses, to review and provide input as to the issues in program administration. See Augusta, Georgia Charter § 1-40. Members are appointed by the Mayor, Commission and the Richmond County Legislative Delegation. A list of the appointees is maintained in the Clerk of Commission’s Office and is incorporated herein by reference. ARTICLE 8 SUSPENSION OR DEBARMENT OF BIDDER OR PROPOSER Sec. 1-10-76. Authority to suspend or debar from qualified bidder/proposer list for consideration of contract award. Authority to debar or suspend. The Procurement Director, after consulting with the General Counsel, is authorized to debar a person for cause from participation in any Augusta, Georgia procurements at any tier and consideration for award of contracts. The debarment shall be for a period of not more than five (5) years. The period of time during which the debarment will be imposed is to be determined by the Procurement Director based upon the severity of the causes for debarment. After consultation with the using agency and General Counsel, the Procurement Director is authorized to suspend a person from participation in any Augusta, Georgia procurement at any tier and consideration for award of contracts if there is probable cause for debarment. The suspension shall not be for a period exceeding the greater of: (1) three months; (2) the period during which administrative review of the suspension is pending; or (3) the period during which judicial review of an administrative decision that was adverse to the suspended firm is pending. Sec. 1-10-77. Causes for debarment or suspension. Page 85 of 113 The causes for debarment or suspension include: (a) Conviction for commission of a criminal offense as an incident to obtaining or attempting to obtain a public or private contract or subcontract or in the performance of such contract or subcontract. (b) Conviction under state and federal statutes of embezzlement, theft, forgery, bribery, falsification or destruction of records, receiving stolen property or any other offense indicating a lack of business integrity or business honesty which currently, seriously and directly affects responsibility as an Augusta, Georgia contractor. (c) Conviction under state or federal antitrust statutes arising out of the solicitation and submission of bids or proposals. (d) Violation of contract provisions, as set forth below, of a character which is regarded by the Procurement Director to be so serious as to justify debarment action: (1) Deliberate failure to perform in accordance with the provisions or within the time limit provided in any Augusta, Georgia contract. (2) A recent record of failure to perform or of unsatisfactory performance in accordance with the terms of one or more contracts, provided that failure to perform or unsatisfactory performance caused by acts beyond the control of the contractor shall not be considered to be a basis for debarment. In the event that the contractor asserts in a suspension or debarment proceeding that such recent failure to perform or unsatisfactory performance in accordance with the terms of one or more contracts was caused by acts beyond the control of the contractor, the contractor must introduce documentation from the applicable contract/project in which it provided notice of such acts beyond its control and/or invoked its rights to equitable adjustment or other similar remedies under the applicable contract as a result of force majeure or other similar events; provided, however, that Augusta, Georgia's determination on such issue will be independent from the contract/project at issue. It is insufficient in a debarment proceeding for the contractor to raise this issue for the first time concerning a prior contract under which it failed to perform or performed unsatisfactorily. (e) For violation of any ethical standards set forth in Article 3, Ethics in Public Contracting. Page 86 of 113 (f) Submission to Augusta, Georgia of a claim for additional compensation that is without merit, including, but not limited to claims seeking to recoup: (1) Costs incurred by the contractor but not included in its bid or proposal due to its own error; (2) Costs that it has already been paid or will be paid under the contract; (3) Costs asserted simply for the purpose of forcing Augusta, Georgia to consider a settlement at a reduced amount; (4) Costs that the contractor has not certified pursuant to the contract documents; and (5) Costs that the contractor would not be entitled to recover under the contract documents, including, but not limited to attorneys fees and interest on unpaid sums. (g) Material misrepresentation of the composition of the ownership or work force of a business entity registered with Augusta, Georgia as a local small business. (h) Any other cause the Procurement Director, in consultation with the using agency and General Counsel, determines to be so serious and compelling as to affect responsibility, including, but not limited to, debarment by another governmental entity. Sec. 1-10-78 . Notice. The Procurement Director shall issue a written notice of the decision to debar or suspend. The notice shall state the reasons for the action taken and the effective date of the debarment or suspension and shall inform the debarred or suspended person involved of the right to administrative review as provided in this division. Sec. 1-10-79. Finality of decision. A decision under this section is final and conclusive, unless fraudulent or any person adversely affected by the decision appeals administratively to the Administrative Services Committee in accordance with the appeals and remedies of Article 9 of this Chapter. Sec. 1-10-80. Board of Commissioner’s initiated debarment. Page 87 of 113 The Board of Commissioners, by enactment of an appropriate resolution, may request that the Procurement Director initiate an investigation into whether a particular person should be debarred and/or suspended and, after consulting with the General Counsel, the Procurement Director is authorized to debar or suspend such person for cause from participation in any Augusta, Georgia procurements at any tier and consideration for award of contracts. ARTICLE 9 APPEALS, PROTESTS AND REMEDIES Sec. 1-10-81. Procurement protests. Authority to Resolve Protested Solicitations and Awards. (a) Right to Protest. Any actual or prospective bidder, offeror, or contractor who is aggrieved in connection with the solicitation or award of a contract may protest to the Procurement Director. (b) Authority to Resolve Protests. The Procurement Director and the Administrator shall have the authority, prior to a final decision by the Commission, to settle and resolve the protest of an aggrieved bidder, offeror, or contractor, actual or prospective, concerning the solicitation or award of a contract. (c) Decision of Procurement Director. If the protest is not resolved by mutual agreement, the Procurement Director shall issue a decision in writing regarding the protest as specified in Section 1-10-83. The decision shall: (1) state the reasons for the action taken; and (2) inform the protester of its right to administrative review as provided in this Article. (d) Notice of Decision. A copy of the decision shall be mailed or otherwise furnished to the protestor and any other interested party. Page 88 of 113 (e) Finality of Decision. A decision under Subsection (d) of this Section shall be final and conclusive, unless any person adversely affected by the decision files a timely appeal in accordance with Section 1-10-84. (f) Stay of Procurements During Protests or Appeals. In the event of a timely protest under section 1-10-82 of this Article the Procurement Director shall not proceed further with the solicitation or with the award of the contract unless the Procurement Director, after consultation with the head of the using agency and General Counsel, makes a written determination that the award of the contract without delay is necessary to protect substantial interests of Augusta, Georgia. Such a determination shall be provided to the protestor. 1-10-82. Filing of protest. (a) Protests shall be made in writing to the Procurement Director and shall be filed in within five (5) business days after the protestor knows or should have known of the facts giving rise thereto. A protest is considered filed when received by the Procurement Department. Protests filed after the five (5) day period shall not be considered and are deemed a failure on the part of the protestor to exhaust administrative remedies. (b) Subject of Protest. Protestors may file a protest on any phase of solicitation or award including but not limited to specifications preparation, bid solicitation, award, or disclosure of information marked confidential in the bid or offer. (c) To expedite handling of protests, the written protest shall include as a minimum the following: (1) the name and address of the protestor; (2) appropriate identification of the procurement, and, if a contract has been awarded, its number; (3) a statement of reasons for the protest; and (4) supporting exhibits, evidence, or documents to substantiate any claims unless not available within the filing time in which case the expected availability date shall be indicated. Page 89 of 113 (d) Requested Information; Time for Filing. Any additional information requested by any of the parties should be submitted within the time periods established Procurement Director in order to expedite consideration of the protest. Failure of any party to comply expeditiously with a request for information by the Procurement Director may result in resolution of the protest without consideration of any information which is untimely filed pursuant to such request. (e) Making Information on Protests Available. The Procurement Director shall upon written request make available to any interested party information submitted that bears on the substance of the protest except where information is proprietary, confidential, or otherwise prohibited from disclosure or required to be withheld by law or regulation. Persons who wish to keep such information submitted by them confidential should so request by specifically identifying such information within documents submitted, and indicating on the front page of each document that it contains such information. Sec. 1-10-83. Decision by the Procurement Director Time for Decisions. A written decision on a protest shall be made by the Procurement Director within ten (10) business days after receiving all relevant, requested information. If a protest is sustained, the Procurement Director may determine that the solicitation or award violates the law; or may make a determination that the solicitation should be cancelled in order to comply with the applicable law. Sec. 1-10-84. Appeals. Appeal of a decision of the Procurement Director may be requested by the protestor or any department involved in the protest. The appeal shall contain a detailed statement of the factual and legal grounds upon which reversal or modification is deemed warranted. Sec. 1-10-85. Time for filing appeal. Appeals of a decision of the Procurement Director shall be filed in the Procurement Department not later than five (5) business days after receipt of such decision. Sec. 1-10-86. Request for hearing and effect of untimely appeal. Page 90 of 113 A contractor or prospective contractor that has been notified of a denial of its protest action may request in writing an appeal to the Augusta, Georgia Commission. All appeals must be received by the Procurement Department within five (5) business days. Appeals filed after the five (5) day period shall not be considered and are deemed a failure on the part of the protestor to exhaust administrative remedies. Where no appeal (or an untimely appeal) is filed, the Procurement Director’s decision is considered final and the award shall proceed. Sec. 1-10-87. Notice of hearing. If a timely appeal is filed by the protestor, the Procurement Director shall place the protest on the agenda of the Administrative Services Committee. The Clerk of Commission’s Office shall provide public notice of the Administrative Services Committee Agenda as required by law. In addition, the Procurement Department may, but is not required, to send to the protestor written notice of the time and place of the hearing. Copies of such notice shall be sent to the Augusta, Georgia General Counsel and the Department Director of the appropriate user department. Sec. 1-10-88. Administrative Services Committee hearing procedure and effect of failure to appear at hearing. (a) Protests appearing on the Administrative Services Committee shall be treated as any other Committee agenda item, except that the Protestor, or his or her representative, shall have the right to address the Committee and to present evidence in support of the protest for a minimum of ten (10) minutes. The Procurement Director and user department shall also have the opportunity to present evidence relating to the protest for a minimum of ten (10) minutes. The Chairman of the Administrative Services Committee may grant additional time equally to each party at his or her discretion. (b) After considering the evidence presented, the Administrative Services Committee shall vote to grant or deny the protest or to send the item to the full Augusta, Georgia Commission without recommendation. Regardless of the decision made by the Committee, the protest shall be forwarded to the full Commission agenda. However, the Commission may, at its discretion, dispose of the agenda item via the Consent Agenda and the Protestor does not have the right to force the item to be moved from the Consent Agenda to the Regular Agenda. Page 91 of 113 (c) Effect of Failure to Appear at Hearing. Failure on the part of the Protestor to appear before either the Administrative Services Committee or the full Augusta, Georgia Commission is considered an abandonment of their right to appeal and a failure on the part of the protestor to exhaust administrative remedies. The Procurement Director’s decision is considered final and the award shall proceed accordingly. However, the Chairman of the Administrative Services Committee or the Mayor may, at his or her discretion, grant the Protestor one continuance to the next regularly scheduled Committee or Commission Meeting. Such continuance may only be granted during the Committee or Commission meeting and shall be recorded on the minutes of such meeting. Sec. 1-10-89. Authority of Administrator to participate in procurement matters. The Augusta, Georgia Administrator has the authority to: (a) communicate with the protestor and other interested parties to try to settle any dispute, or narrow the issues for matters to be presented to the Committee or Commission; (b) consult with the Procurement Director, the User Department and the General Counsel regarding the need for a stay pursuant to Section 1-10-81(f); (c) participate in all aspects of the procurement process as necessary to support the best interests of Augusta, Georgia. Sec. 1-10- 90. Hearing procedures. (a) Hearings shall be as informal as may be reasonable and appropriate under the circumstances and in accordance with the applicable rules of the Administrative Services Committee and Commission. The Procurement Director shall provide the Administrative Services Committee and Commission with copies of the protest and the response of the Procurement Department. (b) Witnesses providing testimony at before the Administrative Services Committee or Commission shall testify under oath or affirmation. Sec. 1-10-91. Determination of Commission; final decision. Page 92 of 113 The Commission’s decision regarding a Protest is the final step in the Appeals process for Augusta, Georgia. The parties shall have thirty (30) days to file a judicial appeal of any such decision. Such appeal shall be by writ of certiorari to the Superior Court of Richmond County. Sec. 1-10-92. Contract claims. Decision of Augusta, Georgia Administrator. All claims by a contractor or vendor against Augusta, Georgia relating to a contract shall be submitted in writing to the Augusta, Georgia Administrator through the officially designated Augusta, Georgia Project Manager. The contractor or vendor may request a conference on the claims. Claims include, without limitation, disputes arising under a contract, and those based upon breach of contract, mistake, misrepresentation, or other cause for contract modification or rescission. Sec. 1-10-93. Augusta, Georgia's right to amend bid solicitations or awards that are in violation of law. Applicability. This section applies where it is determined by administrative review that a solicitation or award of a contract is in violation of applicable law. For purposes of this section administrative review shall refer to a review by the Procurement Director and/or Augusta, Georgia Administrator in consultation with the General Counsel. (a) Prior to bid opening or closing date for receipt of proposals. If prior to the bid opening or the closing date for receipt of proposals, the Procurement Director, after consultation with the Augusta, Georgia Administrator, and the Augusta, Georgia General Counsel, determines that a solicitation is in violation of federal, state, or local law or ordinance, then the solicitation shall be canceled or revised to comply with applicable laws. (b) Prior to award. If after bid opening or the closing date for receipt of proposals, the Procurement Director, after consultation with the Administrator or his designee, and the General Counsel determine that a solicitation or proposed award is in violation of federal, state or municipal law, then the solicitation or proposed award shall be canceled. (c) After award. If, after an award, the Procurement Director, after consultation with the Administrator and the General Counsel, determines that a Page 93 of 113 solicitation or award of a contract was in violation of applicable law, the following options shall be available to Augusta, Georgia: (1) The contract may be ratified and affirmed, provided it is determined that doing so is in the best interest of Augusta, Georgia and the person or company awarded the contract has not acted fraudulently or in bad faith; or (2) If services or work have not commenced under the contract, it may be terminated and declared null and void; or (3) If services or work have commenced under the contract, it may be terminated and the person awarded the contract shall be compensated for the actual expenses reasonably incurred for partially performing and in terminating its performance under the contract; or (Ord. No. 6939, § 16, 1-2-07). ARTICLE 10 TYPES OF CONTRACTS Sec. 1-10-94. Authority to approve, sign and execute contracts by type. (a) Generally. The following section establishes five (5) types of purchases: (1) major purchases, (2) standard purchases, (3) small purchase, (4) using agency purchase, and (5) emergency purchases. Each type of purchase has its parameters involving: (1) value of purchase, (2) level of approval required within the organization for the purchase, (3) level of budget authorization given for the purchase, (4) level of authority required for the source selection process, and (5) person within the organization charged with the responsibility to sign the purchase contract document. (b) Major purchase contracts. Capital equipment, construction and all services purchase contracts with a value of one-hundred thousand dollars ($100,000) or more must have: Page 94 of 113 (1) Specific project concept approval by the Commission; (2) Specific budget approval (listed in budget) or special funding authorization by the Commission; (3) Commission approval of the source selection method and award of contract; and (4) Contract to be signed by the Mayor. (c) Standard purchase contracts. Goods and services purchase contracts with a value less than one-hundred thousand dollars ($100,000) but more than ten thousand ($10,000) must have: (1) General project concept approval by the Commission and/or Augusta, Georgia Administrator; and (2) General budget approval by the Commission and specific budget approval of the Administrator, or special funding authorization by the Commission or the Administrator (if the transfer of funds is necessary and general project concept not approved previously by the Commission); and (3) Administrator approval of source selection method and award of contract; and (4) Contract to be signed by the Mayor. (d) Small purchase contracts. Small purchases equal to, or less than, ten thousand dollars ($10,000) but more than one-thousand dollars ($1,000) must have: (1) General project concept approval by the Commission and/or the Administrator; and (2) General budget approval by the Commission (e.g. could be specified within a larger account) and specific budget approval of using agency head as designee of the Administrator, or special funding authorization by the Administrator (when transfer of funds is Page 95 of 113 necessary and general project concept not previously approved by the Commission or Administrator); and (3) Using agency head approval of source selection method and Administrator award of contract; and (4) Small purchase orders to be signed by the Procurement Director or designee. (e) Using agency purchase contracts. Using agency purchases (as defined elsewhere) of one-thousand dollars ($1,000) or less must have: (1) General budget approval by the Commission (e.g. could be specified within a larger account) and/or or special funding authorization by the Administrator; and (2) Using agency head approval of the source selection method and award of contract; and (3) Purchase order approved by the Procurement Director. (f) Emergency purchase contracts. Emergency purchases (as defined elsewhere) regardless of the amount of the purchase must have: (1) Specific project concept approval by the Commission or the Administrator; and (2) General budget approval by the Commission (e.g. could be unspecified within a larger account) and specific budget approval of the using agency head as the Administrator's designee; and (3) Using agency head approval of the source selection method and award of contract if during non-standard working hours, or by the Administrator during normal working hours; and (4) Contract/small purchase order to be signed by the Administrator, using agency head, or Mayor based on the value of the purchase. Sec. 1-10-95. Public works contracts. Page 96 of 113 Augusta, Georgia is authorized to utilize any construction delivery method, provided that places the bidder or offeror at risk for construction; and requires labor or building materials in the execution of the contract shall be awarded on the basis of competitive sealed bidding or competitive sealed proposals. (a) Waiver of Technicalities. Augusta, Georgia shall have the authority to reject all bids or proposals or any bid or proposal that is nonresponsive or not responsible and to waive technicalities and informalities. (b) Modifications or Addenda to Public Works Plans and Specifications. Augusta, Georgia shall not issue or cause to be issued any addenda modifying plans and specifications within a period of 72 hours prior to the advertised time for the opening bids or proposals, excluding Saturdays, Sundays, and legal holidays. However, if the necessity arises to issue an addendum modifying plans and specifications within the 72 hour period prior to the advertised time for the opening of bids or proposals, excluding Saturdays, Sundays, and legal holidays, then the opening of bids or proposals shall be extended at least 72 hours, excluding Saturdays, Sundays, and legal holidays, from the date of the original bid or proposal opening without need to readvertise as required by O.C.G.A. § 36-91-20(b)(1). (c) Change Orders. Augusta, Georgia bid and contract documents may contain provisions authorizing the issuance of change orders, without the necessity of additional requests for bids or proposals, within the scope of the project when appropriate or necessary in the performance of the contract. Change orders may not be used to evade the purposes open, fair and competitive public bidding on public works contracts. (d) Notice to Proceed. The Procurement Director shall, after consultation with the using agency, issue a Notice to Proceed to the contractor, stating the name of the project, the date upon which the project is to begin, the contact name and telephone number for the using agency and the contract term. (e) Registration and Participation of Contractors pursuant to the Georgia Security and Immigration Compliance Act and the Immigration Reform and Control Act of 1986. All contractors and subcontractors entering into contracts with Augusta, Georgia for the physical performance of services shall be required to execute an Affidavit verifying its compliance with Page 97 of 113 O.C.G.A. § 13-10-91, stating affirmatively that the individual, firm, or corporation which is contracting with Augusta, Georgia has registered with and is participating in a federal work authorization program [any of the electronic verification of work authorized programs operated by the United States Department of Homeland Security or any equivalent federal work authorization program operated by the United States Department of Homeland Security to verify information of newly hired employees, pursuant to the Immigration Reform and Control Act of 1986 (IRCA), P.L. 99-603], in accordance with the applicability provisions and deadlines established in O.C.G.A. §13-10-91 and shall continue to use the federal authorization program throughout the contract term. ARTICLE 11 COOPERATIVE PROCUREMENT Sec. 1-10-96. Cooperative procurement agreement. Cooperative procurement may be agreed to between Augusta, Georgia and other public procurement units. Written agreements are encouraged so as to clearly document the requirements and any special conditions of purchase should a public solicitation be utilized. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-97. Sale, acquisition, or use of supplies. Augusta, Georgia may sell surplus supplies at the direction of the Administrator. Augusta, Georgia may sell to, acquire from, or use any supplies belonging to another public procurement unit independent of the requirements of Article 6 (Procurement Source Selection Methods and Contract Awards). Sec. 1-10-98. Cooperative use of supplies or services. Augusta, Georgia may enter into an agreement with any public procurement unit for the cooperative use of supplies or services under the terms agreed upon between the parties. Sec. 1-10-99. Joint use of facilities. Page 98 of 113 Augusta, Georgia may enter into agreements for the common or joint use or lease of warehousing facilities, capital equipment, and other facilities with any public procurement unit under the terms agreed upon between the parties. Sec. 1-10-100. Use of state contracts. Augusta, Georgia may procure supplies, services or construction items through contracts established by the Procurement Division of the State of Georgia where such contracts and contractors substantially meet the requirements of the AUGUSTA, GA. CODE. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-101. Purchase of surplus and excess property. Augusta, Georgia may purchase surplus and excess personal and real property from the United States Government or any other public procurement unit upon verification of need, fund availability, and approval by the appropriate level of authority within Augusta, Georgia. Sec. 1-10-102. Waiver. Any use of cooperative procurement as described above is independent of the requirements for source selection and contract award as described in Article 6 of this chapter. ARTICLE 12 CONTRACT ADMINISTRATION AND MANAGEMENT Sec. 1-10-103. Purpose. A contract administration system, designed to insure that a contractor is performing in accordance with the solicitation under which the contract was awarded, shall be maintained by the Procurement Director with assistance from the using agency. Effective administration therefore includes the development of concise and competitive specifications, well developed terms and conditions of Page 99 of 113 contract, and prompt, efficient day-to-day administration. Contract administration generally shall be the responsibility of the using agency requesting the commodity, general or construction service, except that certain specialized contracts may be administered by selected trade professionals, e.g., architects, engineers, construction managers, etc. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-104. Augusta, Georgia contracts and contract clauses. (a) Use of model (standard) contracts and clauses. The Procurement Director, after consultation with the Augusta, Georgia Administrator, using agency head, and Augusta, Georgia General Counsel, may establish standard contract clauses for use in Augusta, Georgia contracts for various commodities, services and construction products. Such contracts shall include provisions necessary to clearly define the responsibilities and rights of the parties to the contract. (b) Provisions of Augusta, Georgia contracts. Whether designed as a model or standard contract provision or specifically tailored for a particular contract, all Augusta, Georgia contracts should include provisions for: (1) The unilateral right of Augusta, Georgia to order in writing a temporary stopping of the work, or delaying performance that does not alter the scope, of the contract; (2) Variations, occurring between estimated quantities of work in contract and actual quantities; (3) Defective pricing; (4) Liquidated damages; (5) Specified excuses for delay or non-performance; (6) Termination of the contract for default; (7) Termination of the contract in whole or in part for the convenience of Augusta, Georgia; Page 100 of 113 (8) Payment procedures; (9) Hold harmless provisions; (10) Prohibition against contingent fees; (11) Suspension of work on a construction project ordered by Augusta, Georgia; (12) Site conditions differing from those indicated in the contract, or ordinarily encountered, except that a differing site conditions clause need not be included in a contract: (i) When the contract is negotiated, (ii) When the contractor provides the site or design, or (iii) When the parties have otherwise agreed with respect to the risk of differing site conditions, and (13) Insurance requirements. (14) Contractor's consent to venue in the Superior Court of Richmond County, Georgia; (15) Provision that the terms of the contract supersedes any and all provisions of the Georgia Prompt Pay Act. (16) An acknowledgement by all parties contracting with Augusta, Georgia as follows: Contractor acknowledges that this contract and any changes to it by amendment, modification, change order or other similar document may have required or may require the legislative authorization of the Board of Commissioners and approval of the Mayor. Under Georgia law, Contractor is deemed to possess knowledge concerning Augusta, Georgia's ability to assume contractual obligations and the consequences of Contractor's provision of goods or services to Page 101 of 113 Augusta, Georgia under an unauthorized contract, amendment, modification, change order or other similar document, including the possibility that the Contractor may be precluded from recovering payment for such unauthorized goods or services. Accordingly, Contractor agrees that if it provides goods or services to Augusta, Georgia under a contract that has not received proper legislative authorization or if the Contractor provides goods or services to Augusta, Georgia in excess of the any contractually authorized goods or services, as required by Augusta, Georgia's Charter and Code, Augusta, Georgia may withhold payment for any unauthorized goods or services provided by Contractor. Contractor assumes all risk of non-payment for the provision of any unauthorized goods or services to Augusta, Georgia, and it waives all claims to payment or to other remedies for the provision of any unauthorized goods or services to Augusta, Georgia, however characterized, including, without limitation, all remedies at law or equity." This acknowledgement shall be a mandatory provision in all Augusta, Georgia contracts for goods and services, except revenue producing contracts. (17) Use of Augusta, Georgia Landfill. All contracts for contractors performing demolition and/or construction projects for Augusta, Georgia shall contain a provision requiring that all debris, trash and rubble from the project be transported to and disposed of at the Augusta, Georgia Solid Waste Landfill in accordance with local and state regulations. The contractor shall provide evidence of proper disposal through manifests, which shall include the types of material disposed of, the name and location of the disposal facility, date of disposal and all related fees. (18) All contractors and subcontractors entering into contracts with Augusta, Georgia for the physical performance of services shall be required to execute an Affidavit verifying its compliance with O.C.G.A. § 13-10-91, stating affirmatively that the individual, firm, or corporation which is contracting with Augusta, Georgia has registered with and is participating in a federal work authorization program. All contractors and subcontractors must provide their E-Verify number and must be in compliance with the electronic verification of work authorized programs operated by the United States Department of Homeland Security or any equivalent federal work authorization program operated by the United States Department of Homeland Page 102 of 113 Security to verify information of newly hired employees, pursuant to the Immigration Reform and Control Act of 1986 (IRCA), P.L. 99- 603, in accordance with the applicability provisions and deadlines established in O.C.G.A. § 13-10-91 and shall continue to use the federal authorization program throughout the contract term. All contractors shall further agree that, should it employ or contract with any subcontractor(s) in connection with the physical performance of services pursuant to its contract with Augusta, Georgia the contractor will secure from such subcontractor(s) each subcontractor’s E-Verify number as evidence of verification of compliance with O.C.G.A. § 13- 10-91 on the subcontractor affidavit provided in Rule 300-10-01-.08 or a substantially similar form. All contractors shall further agree to maintain records of such compliance and provide a copy of each such verification to Augusta, Georgia at the time the subcontractor(s) is retained to perform such physical services. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-105. Contract modification and price adjustments. (a) Modifications. Every modification to a contract with Augusta, Georgia (except those entered into pursuant to § 1-10-54) shall be subject to approval by the Commission prior to execution. A contract modification does not require Commission action if a contingency amount has been approved and the contract modification is within that amount and provided the Augusta, Georgia Administrator has been contractually or otherwise specifically designated by the Commission for such purpose. (b) In instances where the Procurement Director, architect/engineer, or project manager, with the approval of the using agency head, and Administrator, determine that the contract modification or change order cannot be delayed without substantial delay and cost to Augusta, Georgia and funds are available and the appropriate budget transfer is made, the Administrator may authorize the appropriate action. (b) Price adjustments. Adjustments in price in contracts shall be computed in one or more of the following ways: Page 103 of 113 (1) By agreement on a fixed price adjustment before commencement of the pertinent performance or as soon thereafter as practicable; (2) By unit prices specified in the contract or subsequently agreed upon; (3) By the costs attributable to the events or situations under such clauses with adjustment of profit or fee, all as specified in the contract or subsequently agreed upon; and (4) In such other manner as the contracting parties may mutually agree upon. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-106. Bid security. (a) Requirement for bid security. Bid security shall be required for all competitive sealed bids for construction contracts when the price is estimated by the Procurement Director to exceed one-hundred thousand dollars ($100,000). (b) Amount of bid security. Bid security shall be in an amount equal to at least ten (10) percent of the amount of the bid. (c) Rejection of sealed bids for noncompliance with bid security and authority. If required, and the bid security is not included with the bid, the Procurement Director shall recommend to the Commission that the bid be rejected. (d) Withdrawal of bids. If a bidder is permitted to withdrawn its bid before award as provided in section 1-10-50(g) Sealed Bidding; Correction or Withdrawal of Bids no action shall be taken against the bidder or the bid security and the bidder may be entitled to the return of its bid security. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-107. Contract performance and payment bonds. (a) Performance bonds or security shall be delivered to Augusta, Georgia and shall become binding on the parties upon the execution of the contract to provide a performance bond satisfactory to Augusta, Georgia. Page 104 of 113 (b) Payment bond satisfactory to Augusta, Georgia for the protection of all persons supplying labor and material to the contractor or its subcontractors for the performance of the work provided for in the contract. (Ord. No. 6939, § 16, 1-2-07). Sec. 1-10-108. Bond forms and copies. The form of payment and performance bonds and other required bonds shall be prescribed by the Augusta, Georgia General Counsel. Any person may request and obtain from Augusta, Georgia a certified copy of a bond upon payment of the cost of reproduction of the bond and postage, if any. A certified copy of a bond shall be prima facie evidence of the contents, execution, and delivery of the original. Sec. 1-10-109. Retainage. (a) Maximum amount to be withheld. In any contract or subcontract for construction which provides for progress payments in installments based upon an estimated percentage of completion with a percentage of the contract's proceeds to be retained by Augusta, Georgia pending completion of the contract or subcontract, the retained amount of each progress payment or installment shall be no more than ten (10) percent). The retainage may be reduced to five (5) percent after fifty (50) percent of the work is complete if Augusta, Georgia desires. (b) When used. Retainage may be applied to any construction contract, regardless of the dollar amount and its use shall be set forth in the invitation for bids or proposals. (c) Release of retainage. Funds held by Augusta, Georgia as retainage under the contract shall be released upon completion and acceptance of work except as described in the contract. (d) No interest on retainage. No interest shall be due to any contractor on any sum held as retainage pursuant to any construction contract. Sec. 1-10-110. Approval of accounting system. Except with respect to firm fixed-price contracts, no contract type shall be used unless it has been determined in writing by Augusta, Georgia that: Page 105 of 113 (a) The proposed contractor's accounting system will permit timely development of all necessary cost data in the form required by the specific contract type completed; and (b) The proposed contractor's accounting system is adequate to allocate costs in accordance with generally accepted cost accounting principles. Sec. 1-10-111. Contractual provisions for worksite inspections. All contracts shall provide that Augusta, Georgia may, at reasonable times, inspect the part of the plant, place of business, or work site of a contractor or subcontractor or subunit thereof which is pertinent to the performance of any contract awarded or to be awarded by Augusta, Georgia. Sec. 1-10-112. Contractual provisions for auditing records. (a) Audit of costs or pricing data. All contracts shall provide that Augusta, Georgia may at reasonable times and places, audit the books and records of any contractor who has submitted cost or pricing data to the extent that such books, documents, papers, and records are pertinent to such cost or pricing data. Any person who received a contract, change order, or contract modification for which cost or pricing data is required, shall maintain such books, documents, papers, and records that are pertinent to such cost or pricing data for three (3) years from the date of final payment under the contract. (b) Contract audit. All contracts shall provide that Augusta, Georgia shall be entitled to audit the books and records of a contractor or subcontractor at any time under any negotiated contract or subcontract other than a firm fixed- price contract to the extent that such books, documents, papers, and records are pertinent to the performance of such contract or subcontract. Such books and records shall be maintained by the contractor for a period of three years from the date of final payment under the prime contract and by the subcontractor for a period of three years from the date of final payment under the subcontract. ARTICLE 13 Page 106 of 113 DISADVANTAGED BUSINESS ENTERPRISES PROGRAM FOR DEPARTMENT OF TRANSPORTATION, FEDERAL TRANSPORTATION ADMINISTRATION AND OTHER FEDERALLY ASSISTED CONTRACTS Sec. 1-10-113. Purpose. The purpose of this Disadvantaged Business Enterprises program is to comply with U.S. Department of Transportation (DOT), Federal Transit Authority (FTA) and other federal and state mandated DBE requirements for certain DOT, FTA, federal and state assisted contracts as required by 49 C.F.R. Part 26, et. seq. and/or 49 C.F.R. Part 23. Sec. 1-10-114. Definitions. (a) Generally. Those definitions set forth in Chapter 10 of the Code of Ordinances shall also apply to this Article, except as provided in this section. (b) Specifically. (1) Airport Concessionaire Disadvantaged Business Enterprises (ACDBEs) means a concession that is a for-profit small business concern that is at least fifty-one percent (51%) owned by one or more individuals who are both socially and economically disadvantaged or, in the case of a corporation, in which fifty-one percent (51%) of the stock is owned by one or more such individual; and whose management and daily business operations are controlled by one or more of the socially and economically disadvantaged individuals who own it. (2) Department of Transportation (DOT) means the U.S. Department of Transportation, including the Office of the Secretary, the Federal Highway Administration (FHWA), the Federal Transit Administration (FTA) and the Federal Aviation Administration (FAA). (3) Disadvantaged Business Enterprise (DBE) means a for-profit small business concern that is at least fifty-one percent (51%) owned by one or more individuals who are both socially and economically disadvantaged, or in the case of a corporation, in which fifty-one percent (51%) of the stock is owned by one or more such individuals; Page 107 of 113 and whose management and daily business operations are controlled by one or more of the socially and economically disadvantaged individuals who own it. (4) DOT assisted contract means any contract between a recipient and a contractor (at any tier) funded in whole or in part with DOT financial assistance, including letter of credit or loan guarantees, except a contract solely for the purchase of land. (5) Good faith efforts means efforts to achieve a DBE goal or other requirement which, by their scope, intensity, and appropriateness to the objective, can reasonably be expected to fulfill the program requirement. Sec. 1-10-115 Limitations. This DBE program is only for DOT and FTA assisted contracts and other federal or state funded contracts having mandatory DBE requirements. Sec. 1-10-116. Policy statement. Augusta, Georgia is committed to ensuring that all DBE requirements of federal and state funded contracts will be implemented by Augusta, Georgia. The DBE Liaison Officer is responsible for accomplishing the objectives of this program. The objectives of this DBE program are: (a) To ensure nondiscrimination in the award and administration of DOT, FTA and other contracts covered by this program, including highway, transit, and airport financial assistance programs in compliance with 49 CFR Part 21; (b) To create a level playing field on which DBEs can compete fairly for DOT, FTA and other contracts covered by this program; (c) To ensure that the this DBE program is narrowly tailored in accordance with applicable law; (d) To ensure that only firms that fully meet this part's eligibility standards are permitted to participate as DBEs; Page 108 of 113 (e) To help remove barriers to the participation of DBEs in DOT, FTA and other contracts covered by this program; (f) To assist in the development of firms that can compete successfully in the marketplace outside the DBE program; and (g) To provide appropriate flexibility to recipients of Federal financial assistance in establishing and providing opportunities for DBEs. Sec. 1-10-117. DBE liaison officer. The Chief Executive Officer concerning DBE Program matters for Augusta, Georgia shall be the Mayor of Augusta, Georgia. Augusta shall have a DBE Liaison Officer who shall have direct, independent access to the Mayor concerning DBE Program matters. The DBE Liaison Officer shall have the following duties and responsibilities: (a) Gathering and reporting statistical data and other information as required by DOT, FTA and other contracts covered by this program. (b) Reviewing third party contracts and purchase requisitions for compliance with this program. Page 109 of 113 (c) Working with all departments to set overall annual goals or as required by federal law. (d) Ensuring that bid notices and requests for proposals are available to DBEs in a timely manner. (e) Identifying contracts and procurements so that DBE goals are included in solicitations covered by this DBE Program. (f) Analyzing Augusta, Georgia’s progress toward attainment and identifying ways to improve progress. (g) Participating in pre-bid meetings. (h) Advising the Commission on DBE matters and achievement. (i) Providing DBEs with information and assistance in preparing bids, obtaining bonding and insurance. (j) Planning and participating in DBE training seminars. (k) Certifying DBEs according to the criteria set by DOT and FTA and acting as liaison to the Uniform Certification Process in Georgia. (l) Providing outreach to DBEs and community organizations to advise them of opportunities. (m) Maintaining the DBE bidder’s list for DOT, FTA and other contracts covered by this program as provided in § 1-10-121. (n) Ensuring that all aspects of this DBE Program are complied with by participants and using agencies. Sec. 1-10-118. DBE financial institutions. For projects containing federal or state mandated DBE requirements, Augusta must thoroughly investigate the full extent of services offered by financial institutions owned and controlled by socially and economically disadvantaged individuals in Augusta, Georgia and must make reasonable efforts to use these institutions and encourage prime contractors to use these institutions. Page 110 of 113 Sec. 1-10-119. Prompt payment mechanisms. (a) For projects containing federal or state mandated DBE requirements, Augusta will include a contract clause requiring prime contractors to pay subcontractors for satisfactory performance for their contracts no later than thirty (30) days from receipt of each payment made by Augusta to the prime contractor. (b) Augusta will ensure prompt and full payment of retainage from the prime contractor to the subcontractor within thirty (30) days after the subcontractor’s work is satisfactorily completed by using one or more of the following methods: (1) Declining to hold retainage from prime contractors and prohibiting prime contractors from holding retainage from subcontractors. (2) Declining to hold retainage from prime contractors and requiring a contract clause obligating prime contractors to make prompt and full payment of any retainage kept by prime contractor to the subcontractor within thirty (30) days after the subcontractor's work is satisfactorily completed. (3) Holding retainage from prime contractors and providing for prompt and regular incremental acceptances of portions of the prime contract, pay retainage to prime contractors based on these acceptances, and require a contract clause obligating the prime contractor to pay all retainage owed to the subcontractor for satisfactory completion of the accepted work within thirty (30) days after Augusta’s payment to the prime contractor. (4) Requiring a contract clause that requires prime contractors to include in their subcontracts language providing that prime contractors and subcontractors will use appropriate alternative dispute resolution mechanisms to resolve payment disputes. (5) Requiring a contract clause providing that the prime contractor will not be reimbursed for work performed by subcontractors unless and until the prime contractor ensures that the subcontractors are promptly paid for the work they have performed. Page 111 of 113 (c) Augusta, Georgia shall have the power and authority to enforce all of the provisions of this subsection and may implement suspension and debarment for non-compliance as provided in Article 8. Sec. 1-10-120. Wage requirements for federally funded projects. Wage requirements. When a project has federal funds, the prevailing wages paid shall correspond as nearly as practicable to those prescribed in the Federal Davis Bacon Act when required. The wage scale shall be posted by the contractor in a prominent and easily accessible place at the site of work in accordance with Federal Government requirements. Sec. 1-10-121. DBE bidder’s list for DOT and FTA assisted contracts. (a) The DBE Liaison Officer will maintain a bidders list, consisting of information about all DBE and non-DBE firms that bid or quote on DOT or FTA assisted contracts. The purpose of this requirement is to allow use of the bidder’s list approach to calculating overall goals. The bidder list will include the name, address, DBE/non-DBE status, age, and annual gross receipts of firms and the types of work each firm has been certified to perform as a DBE. The DBE Liaison Officer shall revise the bidder’s list at least annually and make updated information available to contractors and the public. (b) The DBE Liaison Officer may collect this information in the following ways: (1) Including a contract clause in all DOT and FTA assisted contracts requiring prime bidders to report the name, address, DBE/non-DBE status and gross receipts of all firms who quote to them on subcontracts. (2) Submitting surveys of a statistically sound sample of firms in the Augusta, Georgia regional area. (3) Including a notice in solicitations and on the Augusta, Georgia website requesting that firms quoting on subcontracts submit their name, address, DBE/non-DBE status and gross receipts directly to the DBE Liaison Officer. Sec. 1-10-122. Overconcentration of DBE firms in certain types of work. (a) The DBE Liaison Officer shall annually review the availability of DBE and non-DBE firms in the different types of work which Augusta utilizes and make Page 112 of 113 a preliminary determination as to whether DBE firms may be so overconcentrated in a certain type of work as to unduly burden the opportunity of non–DBE firms to participate in one or more types of work. Any preliminary determination by the DBE Liaison Officer shall be submitted to the concerned DOT or FTA operating administration for a final determination of overconcentration. (b) Subject to approval required in subsection (c) below, when an overconcentration of DBE firms in a certain type of work is determined to exist, the DBE Liaison Officer may provide: technical assistance, business development programs, mentor-protégé programs, and other appropriate measures designed to assist DBEs in performing work outside of the specific field in which there is an overconcentration of DBE firms. (c) Before implementing any of the measures provided in subsection (b) above, the DBE Liaison Officer shall obtain the approval of the concerned DOT or FTA operating administration. Sec. 1-10-123. Compliance with DBE Program requirements. (a) All prime contractors and subcontractors choosing to participate in a project subject to this DBE Program must comply with all parts of this program as well as all federal, state and local law applicable to such projects. (b) The DBE Liaison Officer shall, for every project subject to this DBE Program, keep and maintain a running tally of actual DBE attainments (e.g., payments actually made to DBE firms), including a means of comparing these attainments to commitments. In reports of DBE participation to the Department, the DBE Liaison Officer shall display both commitments and attainments. (c) Augusta, Georgia shall not exclude any person from participation in, deny any person the benefits of, or otherwise discriminate against anyone in connection with the award and performance of any solicitation, bid or contract on the basis of race, color, sex, or national origin. (d) The DBE Liaison Officer is responsible for submitting DOT form 4630 to the FTA and FHWA on a quarterly basis and to the FAA as required by 49 C.F.R. Part 26 or 49 C.F.R. Part 23. Page 113 of 113 Sec. 1-10-124. DBE Program overall goals. (a) The DBE Liaison Officer shall establish an annual overall goal for this program in accordance with 49 C.F.R. Part 26 and shall annually submit such goal to FHWA, FTA or FAA as appropriate. Neither quotas nor set-asides for DBEs are permitted in this program. Augusta, Georgia may only use the means authorized by 49 C.F.R. Part 26.51 to meet overall goals. (b) For ACDBE projects the DBE Liaison Officer shall establish goals in compliance with 49 C.F.R. Part 23.21, et. seq. Sec. 1-10-125. Severability. Should any section, paragraph, subdivision, clause, phrase, or provision of this chapter be adjudged invalid or held unconstitutional by a court of competent jurisdiction, such declaration shall not affect the validity of this chapter as a whole or any part or provisions thereof, other than the part so decided to be invalid or unconstitutional. Sec. 1-10-125 through Sec. 1-10-999. Reserved. Commission Meeting Agenda 1/18/2011 5:00 PM Motion to Approve Proposal to Amend Augusta Georgia Charter Section 1-40, Regarding Equal Employment Opportunity, Local Small Business and DBE Program Department:Law Caption:An Ordinance to present proposal to amend the Augusta, Georgia Charter and Laws of Local Application, Section 1-40 relating to Equal Opportunity; to separate the function of Equal Employment Opportunity from Minority and Small Business Opportunities; to provide policies and guidelines; to create a Local Small Business Advisory Board; to repeal all Charter, Code Sections and Ordinances and parts of Charter, Code Sections and Ordinances in conflict herewith; to provide an effective date and for other purposes. Background:See attached. Analysis:See attached. Financial Impact:N/A. Alternatives:Decline approval at this time. Recommendation:Approve. Funds are Available in the Following Accounts: N/A. REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo ORDINANCE NO. ___________ AN ORDINANCE TO PRESENT PROPOSAL TO AMEND THE AUGUSTA, GEORGIA CHARTER AND LAWS OF LOCAL APPLICATION, SECTION 1-40 RELATING TO EQUAL OPPORTUNITY; TO SEPARATE THE FUNCTION OF EQUAL EMPLOYMENT OPPORTUNITY FROM MINORITY AND SMALL BUSINESS OPPORTUNITIES; TO PROVIDE POLICIES AND GUIDELINES; TO CREATE A LOCAL SMALL BUSINESS ADVISORY BOARD; TO REPEAL ALL CHARTER, CODE SECTIONS AND ORDINANCES AND PARTS OF CHARTER, CODE SECTIONS AND ORDINANCES IN CONFLICT HEREWITH; TO PROVIDE AN EFFECTIVE DATE AND FOR OTHER PURPOSES. WHEREAS, Augusta, Georgia seeks to separate the functions of Equal Employment Opportunity, Disadvantaged Business Enterprise and Local Small Business and seeks to provide policies and guidelines for these functions; and WHEREAS, Augusta, Georgia seeks to create a Local Small Business Advisory Board and to modify the Charter to reflect changes in the manner in which services and functions are provided; NOW BE IT THEREFORE ORDAINED as follows: CHARTER AND LAWS OF LOCAL APPLICATION. An ordinance to amend Augusta, Georgia Charter and Laws of Local Application, Chapter 1, Article 5, Sections 1-40FDOOHG³(TXDOOSSRUWXQLW\´, as set forth in the Augusta, Georgia, Charter, re-adopted July 10, 2007, is hereby presented. The ordinance is to amend the Charter by striking Section 1-40 in LWVHQWLUHW\DVVHWIRUWKLQ³([KLELW$´KHUHWR and inserting in lieu thereof a new Section 1-4 FDOOHG ³Equal Employment Opportunity, Local Small Business Program and Disadvantaged Business Enterprise Program for the Department of Transportation, Federal Transportation Administration and Other Federally Assisted Contracts´DVVHWIRUWKLQ³([KLELW%´ hereto. SECTION 2. This ordinance shall become effective upon its adoption in accordance with applicable laws. Once this ordinance is read into the minutes by the Commission, a notice containing a synopsis of the proposed Charter amendment shall be published in the Augusta Chronicle once a week for three weeks. Following the final week of publication, the Charter amendment shall be placed on the Commission agenda for final approval. The Charter amendment will be effective following the second reading of the final approval. Attachment number 1Page 1 of 7 SECTION 3. All code provisions, ordinances or parts of ordinances in conflict herewith are to be repealed upon the final approval of this Charter amendment. Adopted this ______ day of _________________, 2011. ______________________________ David S. Copenhaver As its Mayor Attest: ______________________________ Lena J. Bonner, Clerk of Commission Seal: Attachment number 1Page 2 of 7 CERTIFICATION The undersigned Clerk of Commission, Lena J. Bonner, hereby certifies that the foregoing Ordinance was duly adopted by the Augusta, Georgia Commission on ______________________, 2010 and that such Ordinance has not been modified or rescinded as of the date hereof and the undersigned further certifies that attached hereto is a true copy of the Ordinance which was approved and adopted in the foregoing meeting(s). ______________________________ Lena J. Bonner, Clerk of Commission Published in the Augusta Chronicle. Date: ______________________ Attachment number 1Page 3 of 7 EXHIBIT A STRIKE: Sec. 1-40. Equal opportunity. (a) The government of Augusta-Richmond County shall encourage the meaningful involvement in its operations of all citizens of Augusta-Richmond County, particularly those who are members of minority or other traditionally disadvantaged groups, as appointees, employees, and independent contractors. The Commission shall afford equal opportunities for employment and promotion to all persons regardless of race, sex, religion, gender, creed, color, or national origin. (b) It is the policy of the Augusta-Richmond County government to ensure the equitable participation of all minorities, including African-Americans, women, and small businesses in providing goods and services to the city-county government. The goal of this section is to increase the use of such minorities and small businesses to a level comparable with their availability. This participation goal shall be used as a guideline to the Commission and shall not be construed as a ceiling or quota. (c) In furtherance of the policies stated in subsections (a) and (b) of this section, the Commission shall employ a person to serve as equal employment opportunity director and as director of minority and small business opportunities. The director shall develop and, subject to the approval of the Commission, implement such policies, procedures, and guidelines as the director deems necessary or appropriate to ensure equal employment opportunities for all citizens. The director, subject to the approval of the Commission, shall propose and implement such policies, procedures, and guidelines as are necessary and appropriate to ensure equal opportunities for all businesses and citizens in contracting with the Commission and all departments, agencies, authorities, and other entities of local government and to encourage the development of minority and small businesses within Richmond County. In addition, said director shall have such other powers and duties as may from time to time be afforded by action of the Commission. (d) The Commission shall establish' a citizens advisory council for minority employment and small business opportunities to advise the Commission and director of matters pertaining to this section, and to meet with minorities and small businesses to review the problems of minority and small business opportunities. Attachment number 1Page 4 of 7 (1995 Ga. Laws, p. 3648; 1996 Ga. Laws, p. 3607; 1997 Ga. Laws, p. 4024; 1997 Ga. Laws, p. 4690) Attachment number 1Page 5 of 7 EXHIBIT B REPLACE WITH: Sec. 1-40. Equal Employment Opportunity, Local Small Business Program and Disadvantaged Business Enterprise Program for the Department of Transportation, Federal Transportation Administration and Other Federally Assisted Contracts. (a) The government of Augusta, Georgia shall implement and follow employment practices that treat all persons fairly regardless of race, sex, religion, gender, creed, color, national origin, disability, genetics or protected age classification. It is the policy of the Augusta, Georgia government to provide equal employment opportunities to all minorities and women. (b) Subject to the limitations of federal and state law, the government of Augusta, Georgia shall implement and follow procurement practices that treat all persons fairly regardless of race, sex, religion, gender, creed, color, national origin, disability, genetics or protected age classification. It is the policy of the Augusta, Georgia government to provide equal opportunities for participation to all minorities, women, and small businesses in providing goods and services to the government. (c) In furtherance of the policy stated in subsection (a), the Commission shall employ a person to serve as Equal Employment Opportunity Director (EEO Director). The EEO Director shall develop and, subject to the approval of the Commission, implement such policies, procedures, and guidelines as necessary or appropriate to ensure equal employment opportunities for Augusta, Georgia. The EEO Director shall report to the Mayor and Commission. (d) In furtherance of the policy stated in subsection (b), the Commission shall develop and implement a Local Small Business Opportunities Program (LSBOP). The LSBOP shall be operated by the Procurement Director or such other person as the Commission Directs by Resolution. The Director of the LSBOP shall develop and, subject to the approval of the Commission, implement such policies, procedures, and guidelines as necessary or appropriate to provide opportunities for local small businesses in providing goods and services to the government. (e) The &RPPLVVLRQVKDOOHVWDEOLVKD&LWL]HQV¶6PDOO%XVLQHVV Advisory Board (CSBAB) to advise the Commission and the Director of the LSBOP on matters pertaining to the LSBOP. Attachment number 1Page 6 of 7 (f) In accordance with federal and state regulations the Commission shall develop and implement a Disadvantaged Business Enterprises (DBE) Program for U.S. Department of Transportation (DOT) assisted contracts, Federal Transportation Aviation (FTA) assisted contracts and other federally assisted contracts having DBE requirements. The DBE Program must comply with DOT and FTA mandated DBE requirements for certain DOT and FTA assisted contracts as required by 49 C.F.R. Part 26 and 49 C.F.R. Part 23. (g) The DBE Program shall be operated by a DBE Liaison who shall report to the Mayor and Commission and have direct, independent access to the Mayor concerning DBE Program matters. Attachment number 1Page 7 of 7 Commission Meeting Agenda 1/18/2011 5:00 PM Ordinance to amend Personnel System Department:Law Caption:Motion to approve an Ordinance to amend the Augusta, GA Code Title Two Sections 1-7-11 through 1-7-21 to amend the personnel system; to repeal all code sections and ordinances and parts of the code sections and ordinances in conflict. Background:Realligning terms of appointee(s) to correspond with the term of the appointing commissioner(s), creating by-laws under which the personnel board shall operate under, and other purposes Analysis:On [DATE], the personnel board approved section 1-7-20 to include the power to require current employee witnesses as identified by either party to attend and participate in the board hearing with the threat of disciplinary action for failure to attend and/or participate. However, due to operational concerns, we recommend that section 1-7-20 maintain the current status of voluntary participation for witnesses and have attached a version so reflecting. Financial Impact:None Alternatives:Approve sections 1-7-11 through 1-7-21 to amend the personnel system INCLUDING the power to require current employee witnesses to attend and participate in board hearings Recommendation:Approve sections 1-7-11 through 1-7-21 to amend the personnel system EXCLUDING the power to require current employee witnesses to attend and participate in board hearings Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 28 Attachment number 1Page 2 of 28 Attachment number 1Page 3 of 28 Attachment number 1Page 4 of 28 Attachment number 1Page 5 of 28 Attachment number 1Page 6 of 28 Attachment number 1Page 7 of 28 Attachment number 1Page 8 of 28 Attachment number 1Page 9 of 28 Attachment number 1Page 10 of 28 Attachment number 1Page 11 of 28 Attachment number 1Page 12 of 28 Attachment number 1Page 13 of 28 Attachment number 1Page 14 of 28 Attachment number 1Page 15 of 28 Attachment number 1Page 16 of 28 Attachment number 1Page 17 of 28 Attachment number 1Page 18 of 28 Attachment number 1Page 19 of 28 Attachment number 1Page 20 of 28 Attachment number 1Page 21 of 28 Attachment number 1Page 22 of 28 Attachment number 1Page 23 of 28 Attachment number 1Page 24 of 28 Attachment number 1Page 25 of 28 Attachment number 1Page 26 of 28 Attachment number 1Page 27 of 28 Attachment number 1Page 28 of 28 Commission Meeting Agenda 1/18/2011 5:00 PM Shiloh Community Center Department: Caption:Update from the Housing and Community Development Department regarding the request from Ms. Elizabeth Jones, Executive Director, Shiloh Community Center, for funding from the ARC Housing and Community Development Department. (Referred from January 4 Commission meeting) Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Attachment number 1Page 1 of 1 Commission Meeting Agenda 1/18/2011 5:00 PM 2010 Augusta Airport Department:Finance, Fleet Management Caption:Approve request from the Augusta Regional Airport and Augusta Aviation Commission to purchase three (3) multi-purpose use vehicles for designated departments. Background:The Augusta Regional Airport requests the purchase of three Ford Expeditions as multi- purpose vehicles for designated departments at the airport. These vehicles will be utilized for various services and duties throughout the premises. The departments included will be (1) the Marshal’s Department; (2) The Runway Maintenance Department; and (3) the Fire Department. The new vehicles will update the departments’ basic fleets while enabling them to expand their current services and operate more efficiently. This request was approved by the Augusta Aviation Commission. The approval letter is attached for review. Analysis:The airport would like to utilize the Georgia State Bid Contract SWC# S-90795-A54 for the purchase of the vehicles. Allan Vigil Ford currently holds the award for this particular state bid contract. Financial Impact:The units will be purchased for $28,406.00 each using the GMA lease program, with a total annual premium of $28,406.00 each year for 3 years. Alternatives:1) Approve the request; 2)Disapprove the request; 3) Approve the request in part. Recommendation:Approve request to purchase three multi-purpose vehicles for a total cost of $85,218.00 using the GMA lease program. Funds are Available in the Following Accounts:631-00-0000-11-19114 GMA Lease Program REVIEWED AND APPROVED BY: Finance. Procurement. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 9 Attachment number 1Page 2 of 9 Attachment number 1Page 3 of 9 Attachment number 1Page 4 of 9 Attachment number 1Page 5 of 9 Attachment number 1Page 6 of 9 Attachment number 1Page 7 of 9 Attachment number 1Page 8 of 9 Attachment number 1Page 9 of 9 Commission Meeting Agenda 1/18/2011 5:00 PM 2011 Sales Tax Public Safety Department:Finance, Fleet Management Caption:Approve the replacement of 44 public safety vehicles using Sales Tax Funds as approved in the Sales Tax Referendum for Phase VI. Background:In December of 2008, Fleet Management submitted a request to replace public safety vehicles as part of the 2011 Sales Tax Referendum. This referendum was passed which will provide 1.5 million for replacement vehicles for Public Safety each year for 5 years. The standard pursuit and transport vehicle for Public Safety is the Crown Victoria. Ford has announced that the Crown Victoria will go out of production after 2011. We were advised by the Fleet Sales Representative that we should put our order in as soon as possible in that Ford would only produce a certain amount of Crown Victoria’s for 2011. This information was passed to Finance requesting information as to when funds from the 2011 Sales Tax might be available. We were told that funds could be made available for the purchases of the 2011 Crown Victoria’s in January 2011. In developing the Sales Tax request, Fleet Management coordinated with each Public Safety Department as to their needs and desires for the type and number of vehicles. This was included as part of the initial request (detailed backup) to Finance for the referendum. Fleet Management submitted an order in November 2010 for 38 vehicles for the Sheriff’s Office, 3 vehicles for the Marshal’s Office and 1 vehicle for the District Attorney’s Office. All vehicles are Crown Victoria’s. Additional requests will be submitted once competitive pricing has been established for other vehicles through individual bids from Procurement or publishing of State Contract pricing. Analysis:The purchase of public safety vehicles using Sales Tax funds will provide greater flexibility to the Administrator in the use of Capital Outlay. The purchase of new vehicles will also reduce the maintenance cost of public safety vehicles which are outside of their “life cycle” . Currently within the Sheriff’s Office there are 118 vehicles outside of their “life cycle” which is 4 years for a pursuit vehicle and 6 years for non-pursuit (Life cycle was approved in April 2004 by the Commission). Vehicles going out of service will be sold at auction . Pricing for the various configurations will be from Bid 09-175. We have been informed by the vender that the pricing for the vehicles remain the same for the 2011 models as it was for the 2010 models. The tabulation sheet is attached for review. Financial Impact:The 44 vehicles will be purchased for $1,207,611.00 from Bobby Jones Ford (Bid 09-175) using Sales Tax funds (Phase VI). The detailed listing is attached for review. Cover Memo Alternatives:1.Approve the request for the purchase of 44 vehicles. 2.Do not approve the request. Recommendation:Approve request to purchase 44 Crown Victoria’s for a total cost of $1,207,611.00 and declare the vehicles to be replaced as surplus and available for sale at auction. Funds are Available in the Following Accounts: Special Local Option Saled Tax Phase VI. REVIEWED AND APPROVED BY: Finance. Procurement. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 2 Attachment number 1Page 2 of 2 Description Department Name Bid # Amount 11 Crown Victoria P71 Automobile (2304) District Attorney 09-175 21,637.00 11 Crown Victoria P71 Automobile (2293) Marshal 09-175 26,242.00 11 Crown Victoria P71 Automobile (2294) Marshal 09-175 26,242.00 11 Crown Victoria P71 Automobile (2295) Marshal 09-175 26,242.00 11 Crown Victoria P71 Automobile (2302) S/O-Civil 09-175 24,471.00 11 Crown Victoria P71 Automobile (2303) S/O-Civil 09-175 24,471.00 11 Crown Victoria P71 Automobile (2261) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2262) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2263) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2264) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2265) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2266) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2267) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2268) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2269) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2270) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2271) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2272) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2273) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2274) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2275) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2276) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2277) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2278) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2279) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2280) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2281) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2282) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2283) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2284) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2285) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2286) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2287) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2288) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2289) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2290) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2291) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2292) S/O-Patrol 09-175 27,943.00 11 Crown Victoria P71 Automobile (2296) S/O-Patrol-Admin 09-175 27,355.00 11 Crown Victoria P71 Automobile (2297) S/O-Patrol-Traffic 09-175 27,355.00 11 Crown Victoria P71 Automobile (2298) S/O-Patrol-Traffic 09-175 27,355.00 11 Crown Victoria P71 Automobile (2299) S/O-Patrol-Traffic 09-175 27,355.00 11 Crown Victoria P71 Automobile (2300) S/O-Patrol-Traffic 09-175 27,355.00 11 Crown Victoria P71 Automobile (2301) S/O-Patrol-Traffic 09-175 27,355.00 1,207,611.00 Attachment number 2Page 1 of 1 Invitation To Bid Sealed bids will be received at this office until 11:00 a.m. Friday, November 13, 2009 for furnishing: Bid Item #09-174 Work Detail/Prison Transport Van for Fleet Department Bid Item #09-175 Crown Victoria Police Automobile for Fleet Department Bids will be received by Augusta, GA Commission hereinafter referred to as the OWNER at the offices of: Geri A. Sams Procurement Department 530 Greene Street - Room 605 Augusta, Georgia 30901 706-821-2422 Bid documents may be obtained at the office of the Augusta, GA Procurement Department, 530 Greene Street – Room 605, Augusta, GA 30901. Documents may be examined during regular business hours at the offices of Augusta, GA Procurement Department. All questions must be submitted in writing to the office of the Procurement Department by fax at 706-821-2811 or by mail. No bid will be accepted by fax, all must be received by mail or hand delivered. The local bidder preference program is applicable to this project. To be approved as a local bidder and receive bid preference on an eligible local project, the certification statement as a local bidder and all supporting documents must be submitted to the Procurement Department with your bonafide bid package. No Bid may be withdrawn for a period of 90 days after time has been called on the date of opening. An invitation for bids shall be issued by the Procurement Office and shall include specifications prepared in accordance with Article 4 (Product Specifications), and all contractual terms and conditions, applicable to the procurement. All specific requirements contained in the invitation to bid including, but not limited to, the number of copies needed, the timing of the submission, the required financial data, and any other requirements designated by the Procurement Department are considered material conditions of the bid which are not waiveable or modifiable by the Procurement Director. Please mark BID number on the outside of the envelope. Bidders are cautioned that sequestration of BID documents through any source other than the office of the Procurement Department is not advisable. Acquisition of BID documents from unauthorized sources placed the bidder at the risk of receiving incomplete or inaccurate information upon which to base his qualifications. GERI A. SAMS, Procurement Director Publish: Augusta Chronicle October 15, 22, 29, November 5, 2009 Metro Courier October 21, 2009 cc: Tameka Allen Interim Deputy Administrator Ron Crowden Fleet Department Attachment number 3Page 1 of 1 Attachment number 4Page 1 of 3 Attachment number 4Page 2 of 3 Attachment number 4Page 3 of 3 Attachment number 5Page 1 of 1 Vendors Bobby Jones Ford P.O. Box 15398 Augusta, GA Legacy Ford, Inc. 413 Industrial Bl McDonough, GA Gordon Chevrolet 2031 Gordon Hw Augusta, GA Allen Vigil F-L-M 6790 Mt Zion Bl Morrow, GA Terry Cullen Chevy 1250 Battle Crek Jonesboro, GA Duvall Ford 5203 Waterside Jacksonville, FL 5.00 Vehicle/Op Bid Price Bid Price Bid Price Bid Price Bid Price Bid Price 5.01 Adm Pkg $23,379.00 $23,379.00 $23,593.00 5.02 Civil Pkg $24,471.00 $24,471.00 $24,639.00 5.03 Fugit Pkg $24,779.00 $24,921.00 $24,989.00 5.04 Marsh Pkg $26,242.00 $26,242.00 $26,570.00 5.05 Patrol Pkg $27,943.00 $28,011.00 $27,943.00 5.06 Traffc Pkg $27,355.00 $27,468.00 $27,355.00 6.00 Outfit Spc 6.01 W SX8BBB $1,695.00 $1,680.00 $1,660.00 6.02 W CSP690 $105.00 $210.00 $202.00 6.03 Pro Copp $290.00 $272.00 $262.00 6.04 Sho-Me $100.00 $145.00 $139.00 6.05 Out Recp $20.00 $25.00 $25.00 6.06 2 Talon $14.00 $80.00 $75.00 6.07 Flr Mats $40.00 $55.00 $50.00 6.08 Jump Con $160.00 $190.00 $182.00 6.09 W UHF215 $33.00 $80.00 $75.00 6.10 W UBF 515 $42.00 $90.00 $85.00 6.11 Corner lgt $305.00 $370.00 $360.00 6.12 W MMBB $265.00 $310.00 $300.00 6.13 W MMBA $265.00 $285.00 $280.00 6.14 Alpha 12R $192.00 $182.00 $182.00 6.15 Fed Sign $187.00 $190.00 $188.00 6.16 Motorola $325.00 $360.00 $350.00 6.17 Setina 10S $445.00 $590.00 $585.00 6.18 Setina 10C $520.00 Included in 6.19 Included in 6.19 Bid #09-175 Crown Victoria Police Automobile for The City of Augusta - Fleet Department Bid Opening Date: Friday, November 13, 2009 at 11:00 a.m. Local vendors are highlighted in blue. Attachment number 6Page 1 of 2 Vendors Bobby Jones Ford P.O. Box 15398 Augusta, GA Legacy Ford, Inc. 413 Industrial Bl McDonough, GA Gordon Chevrolet 2031 Gordon Hw Augusta, GA Allen Vigil F-L-M 6790 Mt Zion Bl Morrow, GA Terry Cullen Chevy 1250 Battle Crek Jonesboro, GA Duvall Ford 5203 Waterside Jacksonville, FL 6.00 Outfit Spc Bid Price Bid Price Bid Price Bid Price Bid Price Bid Price 6.19 Lower Ext plate/w tk $50.00 $575.00 $568.00 6.20 Rear Door panels $165.00 $140.00 $139.00 6.21 Rear Side Windows $175.00 $185.00 $185.00 6.22 Rear Seat $405.00 $360.00 $352.00 6.23 Floor Pan $215.00 $185.00 $185.00 6.24 Shotgun mount & lock $299.00 $270.00 $265.00 6.25 Shotgun mount $42.00 $86.00 $86.00 6.26 #35 window tint $115.00 $185.00 $185.00 6.27 Fire Extinguish $45.00 $79.00 $79.00 6.28 Factory fire supp System $2,936.00 $3,250.00 $3,041.00 6.29 Factory keyless entry $214.00 $255.00 $222.00 Approx. Delivery Tine 90-120 days 90-120 days 8-10 weeks Crown Victoria Police Automobile for The City of Augusta - Fleet Department Bid Opening Date: Friday, November 13, 2009 at 11:00 a.m. Bid #09-175 Local vendors are highlighted in blue. Attachment number 6Page 2 of 2 Commission Meeting Agenda 1/18/2011 5:00 PM Approve Implementation of Furlough Reduction for 2011, approve selected dates for building closure, and to declare those dates "unpaid days of rest" in accordance with O.C.G.A.36-1-12 and 15-6-93 Department:Administrator's Office, Finance, and Human Resources Caption:Approve Implementation of Furlough Reduction for 2011, approve selected dates for building closure, and to declare those dates "unpaid days of rest" in accordance with O.C.G.A. 36-1-12 and 15-6-93. Background:The 2011 budget was approved in November of 2010 and incorporated expected savings from five furlough days in order to reduce expenditures and balance the budget. In 2010 were two furlough two furlough days. The dollar amount of necessary expenditure reduction was translated into a percent of salaries for November and December and spread over 5 pay periods to reduce the impact on employees.Specific dates for bulding closures were selected and the the appropriate resolution passed to conform with Georgia code. Analysis:We propose using the same methodology for 2011 for five furlough dates. The dates selected were for the purpose of extending the length of building closings by tacking onto existing closure dates and to avoid conflict with scheduled biweekly pay dates. Changing furlough dates to stand alone dates would lessen the savings from energy efficiencies from building closure, but could be done. The money for furlough savings will be recovered by reducing the pay grades for all permanent salaried employees by 1.88% for the 24 pay days Feb thru Dec. Hourly and part-time personnel will be effectively reduced since they will not work on the five days operations are closed. If no changes are made, the 2010 administrative regulation will govern the “time given back” which would amount to 40 hours, since that regulation defined “a day” as equal to 8 hours. For most of the workforce, that would coincide with building closure dates. Other departments with 24 hour operations would implement their own schedules as done in 2010. Financial Impact:By adopting the proposed plan, we will accomplish the expected amount of expenditure reductions programmed into the adopted 2011 budget. Alternatives:Do not adopt the plan and identify approximately $1 million in alternative expenditure reductions to be realized in 2011. Recommendation:Adopt the proposed plan Funds are Available in the Following Accounts: N/A Cover Memo REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo HUMAN RESOURCES DEPARTMENT Rod Powell Director Augusta Human Resources Department 530 Greene Street Room 601 – Municipal Building (706) 821-2303 (706) 821-2867 FAX WWW.AUGUSTAGA.GOV HR BULLETIN #2010 - 20 2011 Holiday/Furlough Schedule TO: Department Directors FROM: Rod Powell, SPHR, Human Resource Director DATE: Thursday, December 16, 2010 RE: 2011 Holiday/Furlough Schedule The following shows the “five (5) tentative furlough dates” and all the holidays that will be observed for employees of Augusta, GA in 2011: New Year's Day Monday, January 3 Martin Luther King, Jr. Day Monday, January 17 Good Friday Friday, April 22 Furlough Day Monday, April 25 Memorial Day Monday, May 30 Independence Day Monday, July 4 Furlough Day Tuesday, July 5 Furlough Day Friday, September 2 Labor Day Monday, September 5 Furlough Day Wednesday, November 23 Thanksgiving Day Thursday, November 24 Day after Thanksgiving Friday, November 25 Furlough Day Thursday, December 22 Christmas Eve Friday, December 23 Christmas Day Monday, December 26 Attachment number 1Page 1 of 1 RESOLUTION A RESOLUTION TO ENFORCE FOUR UNPAID DAYS OF REST FOR FISCAL YEAR 2011 WHEREAS, the Augusta-Richmond County Commission recognizes the current state of the economy of the United States of America, the State of Georgia, and Augusta, Georgia; and WHEREAS, the Augusta-Richmond County Commission adopted the 2011 fiscal year budget which included reduced expenditures derived from five furlough days for all employees and the corresponding savings from energy costs due to facility closure; and WHEREAS, the Augusta-Richmond County Commission on January 18, 2011 approved the unpaid dates of rest or furlough as April 25, 2011, July 5, 2011, September 2, 2011, November 23, 2011, and December 22, 2011; and WHEREAS, the implementation of these five furlough days is supported by the constitutional and elected officers of Augusta, Georgia; and WHEREAS, to the maximum extent possible, all employees, including public safety employees, will participate in these five furlough days, and where certain public safety employees may not participate in these five specific furlough dates due to public safety concerns, those employees will participate in the furlough through schedules developed by the Administrator, relevant Department Heads, and Elected Officials. NOW, THEREFORE, BE IT RESOLVED by the Augusta-Richmond County Commission that April 25, 2011, July 5, 2011, September 2, 2011, November 23, 2011, and December 22, 2011 are hereby declared to be unpaid days of rest or holidays under the authority delegated to the Commission by the Georgia Legislature in Official Code of Georgia Sections 36-1-12 and 15-6-93, and that amendments to the declaration of these furlough days as official holidays may be made in accordance with the provisions of Official Code of Georgia Section 36-1- 12 so as to adapt to any change in governmental needs during the 2011 fiscal year; and BE IT FURTHER RESOLVED by the Augusta-Richmond County Commission that the Augusta, Georgia courthouses and government offices will be closed to the public on these four days pursuant to Official Code of Georgia Section 36-1-12, and those public safety employees who may not participate in these specific furlough days shall not be entitled to additional holiday pay for work they perform on these four unpaid days of rest. Adopted this _______ day of January, 2011. ___________________________ David S. Copenhaver As its Mayor Attest: ______________________________ Lena J. Bonner, Clerk of Commission Seal: Attachment number 2Page 1 of 1 Commission Meeting Agenda 1/18/2011 5:00 PM Continue Purchase of Commercial Property Insurance Department:Finance/Risk Management Division Caption:Approve property insurance coverage for 2011 offered through Affiliated FM Insurance for a premium of $ 290,860 on a $ 50,000 deductible per occurrence policy ($100,000 deductible on flood, earthquake and Fort Gordon property). Breakdown on quote: $272,860 property coverage, $10,000 engineering fee and $8,000 terrorism coverage. Quote is based on property values of $580,000,000 as of 10/30/10. Premium represents a cost of $0.05 per $100 in property value. Background:Dawson & Taylor Insurance Agency seeks annual quotes from the insurance market for coverage on buildings and contents owned by Augusta, GA. Quotes are obtained from only carriers with an A or better rating. Nine companies were approached for quotes only one company responded with a bid. Seven of the nine declined to bid and one company failed to respond w ith coverage quotes for the 2011 calendar year. Current coverage carries a $50,000 deductible per occurrence. Quotes were requested for deductibles of $50,000, $100,000 and $150,000. Companies declining to bid were: Chubb, Schinnerer Insurance, Fireman's Fund, Montgomery Insurance, Philadelphia Insurance, CNA, and Program Government. Travelers failed to complete the request for bids. Affiliated FM Insurance includes the following coverage: All Risk: Blanket Limits Includes $10,000 engineering fee and $8,000 Terrorism coverage Includes Boiler & Machinery Flood $100,000,000 Limit Earthquake $100,000,000 Limit Liability limit $500,000,000/occurrence Analysis: Financial Impact:For commercial insurance coverage for 2011, the Commission requested bids be sought for several higher deductibles. Quotes were requested on deductibles of $50,000; $100,000 and $150,000. There is a $10,000 reduction in premium cost if the Commission elects to retain $100,000 deductible per occurrence and 17,000 reduction in premium cost if the Commission elects to retain $150,000 of risk per occurrence. Options for coverage, note premium includes engineering fee and premium for Terrorism coverage: $ 50,000 Deductible Premium: $290,860 $100,000 Deductible Premium: $280,860 $150,000 Deductible Premium: $273,860 Alternatives:1. Drop coverage and retain risk 2. Reduce premium by only insuring those property representing the largest losses should an event damage these structures (Municipal Building, Law Enforcement Center, RCCI, Airport, etc.) Cover Memo Recommendation:Approve property insurance coverage for 2011 offered through Affiliated FM Insurance for a premium of $ 290,860 on a $ 50,000 deductible per occurrence policy ($100,000 deductible on flood, earthquake and Fort Gordon property). Effective date of coverage is February 1, 2011 through February 1, 2012. Funds are Available in the Following Accounts: 611-01-5212 (General Insurance) REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 10 Attachment number 1Page 2 of 10 Attachment number 1Page 3 of 10 Attachment number 1Page 4 of 10 Attachment number 1Page 5 of 10 Attachment number 1Page 6 of 10 Attachment number 1Page 7 of 10 Attachment number 1Page 8 of 10 Attachment number 1Page 9 of 10 Attachment number 1Page 10 of 10 Commission Meeting Agenda 1/18/2011 5:00 PM Dr. M. H. Shekastehband Department:Clerk of Commission Caption:Consider a request for reconsideration due to his absence from the country from Dr. M. H. Shekastehband regarding the denial of his request for credit for fees and interest concerning property located on Hampton Drive. (Disapproved in December 21 Commission meeting) Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Attachment number 1Page 1 of 4 Attachment number 1Page 2 of 4 Attachment number 1Page 3 of 4 Attachment number 1Page 4 of 4 Attachment number 2Page 1 of 1 Commission Meeting Agenda 1/18/2011 5:00 PM Request to Continue GPS Tracking Service Subscription with SignalTrac Department:Finance/Risk Management Division Caption:Approve the continuation of the GPS tracking subscription service for 450 units installed on Augusta vehicles. Background:The Augusta Commission approved the Vehicle Oversight Program in November 2008 with an initial 150 GPS tracking units and added an additional 300 units in June 2009 due to the success of the program. In 2010 the Commission was required to approve the continuation of the program twice, once to approve the initial 150 units and again in May for the remainder of the units (300). This request will consolidate the two into one action. The monthly subscription rate per unit is $25.95 per unit. Analysis:The Fleet Manager reports that fuel consumption, excluding law enforcement vehicles, for 2009 compared with 2008 and 2007 saw a significant reduction in usage. Now that we are entering our third year of service, understandably, the savings is leveling off when you compare this usage over a three year period. In addition, the presence of these units is changing driver behavior. Financial Impact:The monthly service fee for unlimited service of $25.95 per unit includes data storage. Funding for continued service is budgeted in fund 611-01- 5211/5316210 which has been funded for 2011 in the amount of $149,240. No annual contract is necessary; the continuation of service will be open ended. This pricing will remain in effect for a minimum of one year. Alternatives:Do not approve the request and remove the GPS units from service. Recommendation:Approve the continuation of the GPS Tracking Service through 2011 for 450 units. Funds are Available in the Following Accounts: 611-01-5211/5316210 REVIEWED AND APPROVED BY: Finance. Law. Cover Memo Administrator. Clerk of Commission Cover Memo Commission Meeting Agenda 1/18/2011 5:00 PM 4115 Burning Tree Lane Department:Public Services Department - Maintenance Division Caption:Motion to award bid to Harris Trucking and Construction, (Low Bidder) in the amount of $29,500 for the removal of 160' x 36" failed corrugated metal pipe (CMP), two concrete storm boxes, and removal and replacement of fences at Burning Tree Lane. The failed CMP will be replaced with HDPE. Background:The failed CMP has suffered an enormous cave-in causing significant damages to private property. Analysis:Without immediate attention, the failed 36" pipe will continue to deteriorate causing a larger void near private property and creating further hazards to residents in that area. Financial Impact:Funds are available in SPLOST IV, Grading and Drainage. Alternatives:1. Request to award bid to Harris Trucking and Construction,(Low Bidder) in the amount of $29,500 for the removal of 160' x 36" failed corrugated metal pipe (CMP), two concrete storm boxes, and removal and replacement of fences at Burning Tree Lane. The failed CMP will be replaced with HDPE. 2. None recommended. Recommendation:#1. Request to award bid to Harris Trucking and Construction., (Low Bidder) in the amount of $25,900 for the removal of 160' x 36" failed corrugated metal pipe (CMP), two concrete storm boxes, and removal and replacement of fences at Burning Tree Lane. The failed CMP will be replaced with HDPE. Funds are Available in the Following Accounts:Funds are available in Account #324-04-1110/201824021 REVIEWED AND APPROVED BY: Finance. Procurement. Law. Administrator. Clerk of Commission Cover Memo Invitation to Re-Bid Sealed re-bids will be received at this office until 11:00 a.m. Friday, October 29, 2010 for furnishing: Re-Bid Item #10-153A Pipe Replacement – Burning Tree Lane for Public Service – Maintenance Division Re-Bids will be received by Augusta, GA Commission hereinafter referred to as the OWNER at the offices of: Geri A. Sams Procurement Department 530 Greene Street - Room 605 Augusta, Georgia 30901 706-821-2422 Re-Bid documents may be obtained at the office of the Augusta, GA Procurement Department, 530 Greene Street – Room 605, Augusta, GA 30901. Documents may be examined during regular business hours at the offices of Augusta, GA Procurement Department. All questions must be submitted in writing to the office of the Procurement Department by fax at 706-821-2811 or by mail. No re-bid will be accepted by fax, all must be received by mail or hand delivered. All questions are to be submitted in writing by Tuesday, October 19, 2010 by 5:00 p.m. The local bidder preference program is applicable to this project. To be approved as a local bidder and receive bid preference on an eligible local project, the certification statement as a local bidder and all supporting documents must be submitted to the Procurement Department with your bonafide bid package. No Re-Bid may be withdrawn for a period of 90 days after time has been called on the date of opening. A 10% Bid bond is required to be submitted along with bidders qualifications and a 100% performance bond and a 100% payment bond will be required for award. An invitation for bids shall be issued by the Procurement Office and shall include specifications prepared in accordance with Article 4 (Product Specifications), and all contractual terms and conditions, applicable to the procurement. All specific requirements contained in the invitation to bid including, but not limited to, the number of copies needed, the timing of the submission, the required financial data, and any other requirements designated by the Procurement Department are considered material conditions of the bid which are not waiveable or modifiable by the Procurement Director. Please mark BID number on the outside of the envelope. Bidders are cautioned that sequestration of RE-BID documents through any source other than the office of the Procurement Department is not advisable. Acquisition of RE-BID documents from unauthorized sources placed the bidder at the risk of receiving incomplete or inaccurate information upon which to base his qualifications. Disadvantage Business Enterprise (DBE) Augusta-Richmond County, Georgia does not operate a DBE, MBE or WBE Program for Augusta funded projects, as a Federal Court has entered an Order enjoining the Race-Based portion of Augusta’s DBE Program. Instead Augusta operates a Local Small Business Opportunity Program. However, for various projects utilizing the expenditure of State or Federal funds, Augusta enforces DBE requirements and/or DBE goals set by the Federal and/or State Agencies in accordance with State and Federal laws. GERI A. SAMS, Procurement Director cc: Tameka Allen Interim Deputy Administrator Mike Greene Public Service Dennis Stroud Public Service – Maintenance Attachment number 1Page 1 of 1 Ve n d o r s : Ma b u s B r o t h e r s 92 0 M o l l y P o n d R d Au g u s t a , G A 3 0 9 0 1 Ha r r i s T r u c k i n g P. O . B o x 1 4 3 1 1 Au g u s t a , G A 30 9 0 9 Tu r n e r M e c h a n i c a l 13 4 7 A t o m i c R o a d Be e c h I s l a n d , S C 29 8 4 2 Bl a i r Co n s t r u c t i o n P. O . B o x 7 7 0 Ev a n s , G A 3 0 8 0 9 DS U t i l i t i e s 16 4 4 H o l y T r i n i t y Ch u r c h R o a d Li t t l e M o u n t a i n , SC 2 9 0 7 5 Si t e c 21 7 F a i r f i e l d S t Ai k e n , S C 2 9 8 0 1 L- J I n c 60 3 P i n e L o g Rd Be e c h I s l a n d , SC 2 9 8 4 2 Re e v e s Co n s t r u c t i o n P. O . B o x 1 1 2 9 Au g u s t a , G A 30 9 0 3 At t a c h m e n t B Ye s Y e s Y e s Y e s Bi d B o n d Ye s Y e s Y e s Y e s Bi d d e r ' s Fo r m / A c k n o w of A d d e n d a Ye s Y e s Y e s Y e s Ad d e n d u m 1 Ye s Y e s Y e s Y e s To t a l B i d Am o u n t $2 9 , 5 0 0 . 0 0 $ 3 3 , 2 6 2 . 8 0 $3 3 , 5 2 2 . 0 0 $3 3 , 4 2 8 . 0 0 Re - B i d I t e m # 1 0 - 1 5 3 A Pi p e R e p l a c e m e n t - B u r n i n g T r e e L a n e Fo r t h e C i t y o f A u g u s t a - P u b l i c S e r v i c e s - M a i n t e n a n c e D i v i s i o n Re - B i d O p e n i n g D a t e : F r i d a y , O c t o b e r 2 9 , 2 0 1 0 a t 1 1 : 0 0 a . m . Pa g e 1 o f 1 Attachment number 2Page 1 of 1 J & B CONSTRUCTION 3550 GORDON HWY GROVETOWN, GA 30813 SITEC, LLC ATTN: DAVID MCGHEE 217 FAIRFIELD ST NE AIKEN, SC 29801 HORIZON CONSTRUCTION & ASSOCIATES P. O. BOX 798 EVANS, GA 30809 ATTN: HENRY HENDERSON REEVES CONSTRUCTION P.O. BOX 1129 AUGUSTA, GA 30903 ATTN: MIKE EDWARDS MABUS BROS. CONSTRUCTION 920 MOLLY POND ROAD AUGUSTA, GA 30901 ATTN: JEFF COOPER BLAIR CONSTRUCTION P.O. BOX 770 EVANS, GA 30809 ATTN: PATRICK DILLARD TURNER MECHANICAL 1347 ATOMIC ROAD BEECH ISLAND, SC 29842 TRAN CONSTRUCTION 3855 RED OAK COURT MARTINEZ, GA 30907 TWO STATE CONSTRUCT. 2292 WASHINGTON RD. THOMSON, GA 30824 L-J INC 220 STONE BRIDGE DRIVE COLUMBIA SC 29210 ATTN RANDALL MCCLAIN SOUTHERN SITE DESIGN ATTN LEE JEFFCOAT PO BOX 2327 EVANS GA 30809 HARRIS CONSTRUCTION ATTN: BOB BARKER 1736 BARTON CHAPEL ROAD AUGUSTA, GA 30906 CONTRACT MANAGEMENT INC ATTN BARRETT BOWDEN 1827 KILLINGSWORTH RD. AUGUSTA GA 30904 BEAMS CONTRACTING 2335 ATOMIC ROAD BEECH ISLAND SC 29842 ATTN BUDDY ROWLAND PAVEWAY OF AUGUSTA 1353 GORDON HIGHWAY PO BOX 660 AUGUSTA GA 30903 YVONNE GENTRY AUGUSTA DBE OFFICE MIKE GREENE PUBLIC SERVICES DEPARTMENT DENNIS STROUD PUBLIC SERVICES-MAINTENANCE DEPT BID ITEM #10-153A PIPE REPLACEMENT-BURNING TREE LANE MAILED 10/12/10 BID ITEM #10-153A PIPE REPLACEMENT-BURNING TREE LANE FOR PUBLIC SERVICES-MAINTENANCE BID DUE: FRI 10/29/10 @ 11:00 A. M. Attachment number 3Page 1 of 1 Attachment number 4Page 1 of 1 Commission Meeting Agenda 1/18/2011 5:00 PM Contract Award - Lombard Mill Pond Recreational Trail Department:Planning Commission Caption:Award contract for construction of Lombard Mill Pond Trails pursuant to a Georgia Recreational Trails Grant. Background:This is a 2006 Recreation Trails Grant from the Georgia Department of Natural Resources that was resurrected in 2009. The total amount of the grant is $100,000 and after preliminary engineering, $90,000 is available for construction of a parking area, an ADA accessible overlook, and limited trails. The project will be a prototype of what the Butler Creek Trail system could be. The low bidder is Contract Management at $89,940.21 and after discussion with them at the site I recommend that the contract be awarded to them. Analysis:A project extension has been promised by DNR. If approved by the City, the contract will be not be executed until the extension has been granted. Financial Impact:Matching funds are in-kind time spent by staff, private sector donation of materials and labor, and SPLOST V funds targeted for Greenspace. Alternatives:Approve or deny Recommendation:Approve Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Attachment number 1Page 1 of 8 Attachment number 1Page 2 of 8 Attachment number 1Page 3 of 8 Attachment number 1Page 4 of 8 Attachment number 1Page 5 of 8 Attachment number 1Page 6 of 8 Attachment number 1Page 7 of 8 Attachment number 1Page 8 of 8 Commission Meeting Agenda 1/18/2011 5:00 PM Environmental Services - MB Renovations Department:Public Services Department - Facilities Management Division Caption:Approve the selection committee’s recommendation to select Alternative Construction & Environmental Solutions, Inc. to provide Environmental Engineering Services for the Augusta, Georgia Municipal Building Renovations and Modernization. Background:In order to avoid possible fines and litigation and to comply with state guidelines, Augusta, Georgia will perform an Environmental Assessment of the Municipal Building prior to performing any renovations. The purpose of this assessment is to identify any hazardous materials, plan for their abatement (if any) and report the findings to the state EPD. An advertisement for Professional Services for Phase II Environmental Engineering Services for the City of Augusta – Public Services Department was issued on October 11, 2010. Two responses were received on November 4, 2010. Both responses were non-compliant and the project was re-bid on December 21, 2010. Analysis:Of the two bids received, the bid from Alternative Construction & Environmental Solutions, Inc. had to lowest not to exceed price. Financial Impact:The budgeted funds for the Municipal Building Renovations and Modernization are $18,000,000. The not to exceed price of $25,400.00 form Alternative Construction & Environmental Solutions, Inc. is within the budget. Alternatives:1) Approve the Program Manager’s recommendation to select Alternative Construction & Environmental Solutions, Inc. to provide Environmental Engineering Services for the Augusta, Georgia Municipal Building Renovations and Modernization. 2) Reject the recommendation to select Alternative Construction & Environmental Solution, Inc. to provide Environmental Engineering Services for the Augusta Georgia Municipal Building Renovations and Modernization. Recommendation:Approve the Program Manager’s recommendation to select Alternative Construction & Environmental solutions, Inc. to provide Environmental Engineering Services for the Augusta, Georgia Municipal Building Renovations and Modernization. Funds are Available in the Following Accounts: FUNDS ARE AVAILABLE IN ACCOUNT: SPLOST VI Cover Memo REVIEWED AND APPROVED BY: Finance. Procurement. Law. Administrator. Clerk of Commission Cover Memo Attachment number 1Page 1 of 1 Attachment number 2Page 1 of 1 Attachment number 3Page 1 of 1 Bid Opening for Professional Services Re-Bid Item #10-187A Phase II Environmental Engineering Services for the City of Augusta - Public Services Department Re-Bid Opening Date: Tuesday, December 21, 2010 @ 11:00 a.m. Vendors Attachment B Bidder's Form Addendum Total Lump Sum A.C.E.S. P. O. BOX 3229 AUGUSTA, GA 30914-3229 YES YES YES $25,400.00 NOVA ENGINEERING 3640 KENNESAW NORTH INDUSTRIAL PARKWAY, SUITE E KENNESAW, GA 30144 YES YES YES $27,810.00 Attachment number 4Page 1 of 1 Bid Opening for Professional Services Re-Bid Item #10-187A Phase II Environmental Engineering Services for the City of Augusta - Public Services Department Re-Bid Opening Date: Tuesday, December 21, 2010 @ 11:00 a.m. Vendors Attachment B Bidder's Form Addendum Units Rate Cost Units Rate Cost Task I - Asbestos Assessment Asbestos Inspection 10 Hours 65.00$ 650.00$ 10 Hours 70.00$ 700.00$ Sample Collection 40 Hours 65.00$ 2,600.00$ 30 Hours 70.00$ 2,100.00$ Sample Analysis 250 Samples 18.00$ 4,500.00$ 225 Samples 20.00$ 4,500.00$ Reporting 3 Hours 65.00$ 195.00$ 10 Hours 70.00$ 700.00$ Subtotal 7,945.00$ 8,000.00$ Task II - Lead -Based Paint Assessment Lead Inspection 40 Hours 65.00$ 2,600.00$ 10 Hours 70.00$ 700.00$ Sample Collection 0 Hours 65.00$ -$ 20 Hours 70.00$ 1,400.00$ Sample Analysis (XRF or 6010)1 Samples 1,000.00$ 1,000.00$ XRF Samples Cost x 10% 1,650.00$ Reporting 3 Hours 65.00$ 195.00$ 8 Hours 70.00$ 560.00$ Subtotal 3,795.00$ 4,310.00$ Task III - PCB Assessment PCB Inspection 6 Hours 65.00$ 390.00$ 8 Hours 70.00$ 560.00$ Sample Collection 2 Hours 65.00$ 130.00$ 2 Hours 70.00$ 140.00$ Sample Analysis (8081)10 Samples 100.00$ 1,000.00$ 2 Samples 75.00$ 150.00$ Reporting 2 Hours 65.00$ 130.00$ 1 Hours 70.00$ 70.00$ Subtotal 1,650.00$ 920.00$ Task IV - Abatement Plan & Specification Preparation Note: Suitable for competitive bidding 1 Lump Sum 2,500.00$ 2,500.00$ 1 Lump Sum 1,200.00$ 1,200.00$ Task V - Abatement Oversight and Air Monitoring 20 Days 350.00$ 7,000.00$ 18 Days **** 400.00$ $7,200.00 Task XI - Close Out Documentation 1 Lump Sum 500.00$ 500.00$ 1 Lump Sum 4,500.00$ 4,500.00$ Task XII - As-Needed Consulting Services 24 Hours 65.00$ 1,560.00$ Hours 1,680.00$ FEE SUBTOTAL 24,950.00$ 27,810.00$ EXPENSES, FEES & OTHER DIRECT COSTS 450.00$ TOTAL (LUMP SUM) **** 2 days per floor @ $400 = 9 floors @$800.00 per floor or 9 floors @ 2 days per floor = 18 days 25,400.00$ 27,810.00$ YES YES A.C.E.S. P. O. BOX 3229 AUGUSTA, GA 30914-3229 YES NOVA ENGINEERING 3640 KENNESAW N INDUSTRIAL PKWY, STE E KENNESAW, GA 30144 YES YES YES Attachment number 5Page 1 of 1 A.C.E.S. P. O. BOX 3229 AUGUSTA, GA 30914-3229 ATTN: BRIAN GRINSTEAD NOVA ENGINEERING & ENVIRONMENTAL 3640 KENNESAW NORTH INDUSTRIAL PARKWAY, SUITE E KENNESAW, GA 30144 ALTERNATIVE CONSTRUCTION & ENVIRONMENTAL SOLUTIONS, INC. ATTN: DAN D. TROUTMAN 2247 WRIGHTSBORO ROAD AUGUSTA, GA 30904 Forrest White Heery International Hatcher Building Re-Bid 10-187A Professional Services Phase II Environmental Engineering mailed 12/7/2010 Re-Bid Item #10-187A Professional Services Phase II Environmental Engineering For Public Services Department Re-Bid Due: Tue. 12/21/2010 @ 11:00 a.m. Attachment number 6Page 1 of 1 Attachment number 7Page 1 of 1 Commission Meeting Agenda 1/18/2011 5:00 PM Revised Tree Ordinance Department:Planning Commission Caption:Motion to approve the revised Tree Ordinance as requested by a petition by the Augusta Richmond County Tree Commission. Background:Tree Commission is requesting to update and amend the Tree Ordinance. The Ordinance was last updated in 2003. Analysis:The Tree Ordinance has been changed and updated to better serve the landscaping needs for Augusta. Financial Impact:None Alternatives:Approve or deny the revised Tree Ordinance Recommendation:Approve Funds are Available in the Following Accounts: n/a REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo AUGUSTA-RICHMOND COUNTY TREE ORDINANCE AND TREE ORDINANCE ILLUSTRATED GUIDE REVISED: January 2011 Attachment number 1Page 1 of 50 AUGUSTA-RICHMOND COUNTY TREE COMMISSION MEMBERS 2011 BIRKIE AYER DISTRICT 1 ROY SIMKINS DISTRICT 2 HENRY FRISCHKNECHT DISTRICT 3 VAUGHN “TEX” MAXWELL DISTRICT 4 JARREL A. GIBSON DISTRICT 5 CLYDE LESTER DISTRICT 6 ROGER W. DAVIS DISTRICT 7 SID MULLIS DISTRICT 8 PAULETTE CURRY DISTRICT 9 ANNETTE HARLAN DISTRICT 10 DIANE SPRAGUE LEGISLATIVE CLARA HORNSBY LEGISLATIVE Attachment number 1Page 2 of 50 AUGUSTA-RICHMOND COUNTY TREE ORDINANCE AND TREE ORDINANCE ILLUSTRATED GUIDE (IGO) Prepared and adopted by the Augusta-Richmond County Tree Commission Roy Simkins, Chairman George A. Patty, Secretary Adopted by the Augusta Commission Deke Copenhaver, Mayor Alvin Mason, Mayor Pro Tem These documents provide standards for the protection of public trees, for the designation of landmark trees, and landscaping, tree protection and tree establishment standards for the development of private property in Augusta, GA. Included are Chapter 8-4 of the Augusta-Richmond County Code entitled “Trees” (Ordinance No. 6095) and amendments thereto, and the “Illustrated Guide to Implementing the Augusta-Richmond County Tree Ordinance” (Ordinance No. 94-1, adopted December 7, 1993). Updated January 2011 Attachment number 1Page 3 of 50 TABLE OF CONTENTS TREE ORDINANCE Page Purpose 1 Definitions 1 Establishment of Tree Commission 3 Administration 4 Public Tree Protection 4 Tree Protection Zone; Official Tree List 5 Planting and Maintenance Standards 6 Moving Buildings or Other Large Objects 8 Landmark Trees 8 Nuisance Trees and Shrubs 8 Greenspace Requirements for Private and Public Development 8 Compliance 18 Landscape Establishment Bond 18 Appeals and Variances 19 Abrogation and Greater Restrictions 20 Severability 20 Enforcement, Violation, and Penalty 20 Attachment number 1Page 4 of 50 1 Chapter 8-4-1. PURPOSE. This Chapter provides standards for the protection of public trees, and for the designation of landmark trees, and further provides landscaping, tree protection and tree establishment standards for the development of private property in Augusta, Georgia. It is the purpose of this Chapter to promote the public health, safety, and general welfare of provisions designed to: (a) Aid in stabilizing the environment's ecological balance by contributing to the processes of air purification, oxygen regeneration, wildlife habitat, groundwater recharge, and storm water runoff retardation, while concurrently facilitating noise, glare, and heat abatement; (b) Encourage the preservation of existing trees and vegetation; (c) Prevent soil erosion; (d) Protect and enhance the aesthetic qualities of the community; (e) Prevent structural and pavement saturation; (f) Safeguard and enhance private property values and protect private and public investments; (g) Conserve energy. Chapter 8-4-2. DEFINITIONS. (a) Administrator. The Executive Director of the Augusta-Richmond County Planning Commission. (b) Caliper. The diameter or thickness of the main stem of a young tree or sapling as measured at six (6) inches above ground level. This measurement is used for nursery-grown trees having a diameter of four (4) inches or less. (c) Commission. The Augusta Commission. (d) Diameter breast height (DBH). The diameter or width of the main stem of a tree as measured four and one-half (4.5) feet above the natural grade at the base of a tree. Whenever a branch, limb, defect, or abnormal swelling of the trunk occurs at this height, the DBH shall be measured at the nearest point above or below four and one-half (4.5) feet at which a normal diameter occurs. (e) Dripline. An imaginary circuitous line of the ground that designates the outermost point to which the tree branches extend. Attachment number 1Page 5 of 50 2 (f) Executive Director. Executive Director of Augusta-Richmond County Planning Commission. (g) Greenspace. Any area retained as permeable unpaved ground and dedicated to supporting vegetation. (h) Greenspace Plan. A topographic survey map and supporting documentation which describes for a particular site where vegetation (green space) is to be retained or planted in compliance with these regulations. The Greenspace Plan shall include a tree establishment element, a tree protection element, and a landscaping element. (i) IGO. (Illustrated Guide to Implementing the Augusta-Richmond County Tree Ordinance) A document providing standards and specifications for tree protection and tree establishment per Section VIII (c) of the Augusta-Richmond County Tree Ordinance. (j) Landmark tree. Any tree determined by the Tree Commission and the Augusta Commission, to be of notable historic interest, high aesthetic value, or of unique character because of species, type, age, or size and therefore designated as a public landmark. (k) Land clearing. The removal of all vegetation two (2) inches DBH or greater. (l) Landscape Establishment Bond. A two year bond that shall be posted prior to the issuance of a Certificate of Occupancy and released after two years upon a determination that required trees and landscaping are healthy and have a reasonable chance of surviving to maturity. (m) Official street tree planting plan and program. A plan and program adopted for the planting of trees along public streets, parks and other public places. (n) Official Tree List. A listing of various tree species, classified by size grouping, to be used to determine the quality rating of trees to be preserved or planted as well as the Quality Points (Section III of the IGO). (o) Planting Island. An unpaved landscaped area located within a vehicle parking area that is defined physically by curbing or otherwise in such a way that it cannot be driven over or parked upon and which must contain a medium or large tree. (p) Park. All public land set aside for open space and recreation purposes. (q) Public property. Any property owned by Augusta, Georgia. (r) Public tree. Any tree located on public property. (s) Quality points factor. A decimal fraction that is assigned to each tree species in the Official Tree List and is used as a multiplier in calculating the tree quality points for any tree retained on a site. Attachment number 1Page 6 of 50 3 (t) Right-of-way. A strip of land over which Augusta, Georgia has the right, by ownership or otherwise to construct a public street, sidewalk, or use for public utilities. (u) Street yard. A greenspace parallel to the street right-of-way whose total area is equal to at a minimum ten (10) times the length of the right-of-way in square feet. (v) Tree Commission. An appointed board of twelve (12) members with designated duties as outlined herein. (w) Tree establishment element. A topographic survey map and supporting documentation which describes for a particular site where trees are to be planted in compliance with the requirements of these regulations, the types of trees and their corresponding tree quality points. (x) Tree protection element. A topographic survey map and supporting documentation which describes for a particular site where existing trees are to be retained in compliance with the requirements of these regulations, the types of trees and their corresponding tree quality points. (y) Tree protection zone. The area surrounding a preserved or planted tree that is essential to that tree's health and survival, and is protected within the guidelines of this chapter. (z) Tree quality point (TQP). A unit of measurement which quantifies the relative value of trees that are planted or retained on a given site. Tree quality points quantitatively express the desirable qualities of the species with regard to size for each tree that is retained on a site. For planted trees the tree quality points are an expression of species desirability and the expected mature size of each tree. (aa) Vehicle display area. Areas where vehicles are displayed for sale or lease. (bb) Vehicular service area. Any paved or unpaved area utilized by vehicles. Chapter 8-4-3. ESTABLISHMENT OF TREE COMMISSION. (a) There is hereby created the Augusta-Richmond County Tree Commission which shall consist of ten (10) members appointed by the Augusta Commission plus an additional two (2) members appointed by the Richmond County Legislative Delegation. All appointments shall be for four (4) year terms. The role of the Tree Commissioners will be to define problems, suggest solutions, and provide support; review any appeals or variances and recommend acceptance or rejection to the Administrator; annually review the Illustrated Guide to Implementing the Augusta-Richmond County Tree Ordinance (IGO) and update it as needed; and review petitions for landmark trees. The Tree Commission shall meet no less than quarterly. All members shall be residents of Augusta, Georgia. All vacancies shall be filled for the unexpired terms. Attachment number 1Page 7 of 50 4 (b) All Tree Commissioners shall serve without compensation. The Augusta Commission and the Richmond County Legislative Delegation, when appointing members to the Tree Commission, shall appoint persons from the following fields of association: registered landscape architect; realtor / developer of commercial property (licensed broker who is member of board of realtors); urban forester; an agricultural extension agent; architect; engineer; an appointee from the Garden Council of Augusta; a master gardener; and citizens at large who have knowledge of, and interest in trees and the urban forest. The Georgia Forestry Commission Urban Forester may serve as an ex-officio member. (c) All terms shall expire on March 30 of the applicable year, and new terms shall begin on April 1 of the applicable year. (d) Members shall not receive a salary, although they may be reimbursed for authorized expenses. Chapter 8-4-4. ADMINISTRATION. The Augusta-Richmond County Planning Commission shall have the responsibility for administering all provisions of this Chapter that relate to the development of private lands. The Augusta-Richmond County Tree Commission shall have the responsibility of administering all provisions that relate to the development of public lands. Chapter 8-4-5. PUBLIC TREE PROTECTION. (a) Any request for the severing from the stump and removal of a tree on a public right-of-way shall be directed to the Augusta-Richmond County Tree Commission for approval. In the event approval is given, Augusta-Richmond County shall notify the local neighborhood association, if any, and shall post on such tree for a period of fourteen (14) days a notice of their intent to remove said tree. Decisions of the Tree Commission shall be final, and there shall be no appeal to the Augusta Commission. (b) Trees deemed a danger to the public or the adjoining property by the Tree Commission or the appropriate City Department shall be exempt from the restrictions of this section and can be removed for the safety of the public and/or adjacent properties. (c) Nothing herein shall be construed as prohibiting the cutting and/or removal of a tree or trees incidental to a road improvement project, a drainage project, or a water and sewerage project of Augusta, Georgia or the Georgia Department of Transportation. Attachment number 1Page 8 of 50 5 (d) All other projects causing disturbance within rights-of-way which may cause extensive damage to trees therein shall likewise be reviewed by the Augusta- Richmond County Tree Commission for recommendations. (e) No person or organization shall do any of the following acts to any public tree without first obtaining the proper permission from the Augusta-Richmond County Tree Commission: (1) Cut, prune, break, damage, remove, kill or cause to be killed. (2) Cut, disturb, or interfere, in any way, with the soil or any root within the dripline. (3) Place, spray, or apply any chemical that is known to be toxic to trees in a location that may be absorbed by any part of the tree. (4) Fasten any rope, wire, sign or other device whether invasive to the tree or not. (5) Remove or damage any guard devices placed to protect any tree. (6) Conduct razing, removal, demolition, expansion, or renovation of any structure if deemed by Augusta-Richmond County to be damaging to neighboring public trees. (7) Maintain a stationary fire or device which vaporizes noxious fumes deleterious to tree health. (8) Pave with concrete, asphalt, or other impervious material within the dripline of any public tree unless approved construction techniques are followed as prescribed. (Ord. 5933, June 17, 1997) Chapter 8-4-6. TREE PROTECTION ZONE; OFFICIAL TREE LIST. (a) There is hereby established a tree protection zone which shall include all public rights-of-way and all public lands of Augusta, Georgia. (b) The Augusta-Richmond County Tree Commission is hereby charged with the duty of determining the types of species of trees suitable for planting, as well as those prohibited, and the conditions under which such trees shall be planted along streets, in parks, and in public places within Augusta, Georgia. When completed, the list shall be presented to the Augusta Commission for its approval. When approved, the said report shall be known as the Official Tree List. Revisions in the Official Tree List may be made from time to time by the Augusta-Richmond County Tree Commission. All trees hereafter planted on public property of Augusta, Georgia must be on the Official Tree List, unless otherwise specifically approved by the Augusta-Richmond County Tree Commission. Attachment number 1Page 9 of 50 6 Chapter 8-4-7. PLANTING AND MAINTENANCE STANDARDS. (a) The Augusta-Richmond County Tree Commission shall have the authority to insist that all property owners treat or else allow the City to treat trees suffering from transmittable diseases or insect infestations which are on private property but are affecting the health of public trees on public property. If the disease infestation warrants drastic action to curb its spread to healthy public trees, at the direction of the Augusta-Richmond County Tree Commission, the property owner shall remove and dispose of said trees or else allow Augusta, Georgia to do so. (b) In case of emergencies, such as windstorms, or other disasters, the removal of broken limbs or uprooted trees, using proper BMP practices, shall be allowed during the emergency period so that the requirements of this Chapter would in no way hamper private or public work to restore order to Augusta, Georgia. This work is to be done in accordance with the emergency standards as outlined by Augusta, Georgia. (c) All pruning on any tree required by this Ordinance shall be performed in strict compliance with the “American National Standards” as set forth in the ANSI A300 (Part 1) – 2008 Pruning, or current ANSI standards. A copy of the standards are available at the Augusta-Richmond County Planning Commission for review or can be purchased at ANSI.org. Examples: Attachment number 1Page 10 of 50 7 Attachment number 1Page 11 of 50 8 Chapter 8-4-8. MOVING BUILDINGS OR OTHER LARGE OBJECTS No person shall move any building or other large objects which may injure any public tree or parts thereof along any street without first having obtained written permission from the Augusta-Richmond County Tree Commission and then having obtained a permit from the License and Inspections Department. Chapter 8-4-9. LANDMARK TREES The Augusta Commission may, upon petition by the property owner, designate a tree as a landmark tree, as defined herein. All nominations for landmark trees shall be reviewed by the Tree Commission which shall make a recommendation on such nomination to the Augusta Commission. Trees so designated shall thereafter be considered public landmarks and shall not be destroyed nor endangered except as recommended by the Tree Commission. The designation of a Landmark Tree shall be based upon an evaluation of the tree in relation to the criteria set forth in the IGO. Upon designation as a Landmark Tree, the tree shall be protected as provided in this Chapter, and the tree quality points assignment shall be based upon a quality points factor of 200 percent of the tree quality points for a preferred tree of equal DBH. Chapter 8-4-10. NUISANCE TREES AND SHRUBS Any tree or shrub or parts thereof growing on public or private property which interferes with or endangers the use of the public streets or obscures sight distance or creates a traffic hazard on intersections or endangers the life, health, safety or property of the public, shall in the opinion of the Tree Commission be declared a public nuisance. The owner shall be notified in writing of the existence of the nuisance and be given a fifteen-day (15) period of time for instigating its correction or removal. If not corrected or removed within thirty (30) days, the Tree Commission shall cause the nuisance to be corrected or removed and the cost shall be assessed to the owner as provided by this Chapter. Chapter 8-4-11. GREENSPACE REQUIREMENTS FOR PRIVATE AND PUBLIC DEVELOPMENT (a) Application. The regulations set forth in this Chapter shall apply to all properties affected by development proposals requiring site plans pursuant to Section 30-2 of the Comprehensive Zoning Ordinance for Augusta, Georgia. Permits for clearing land and grading of land shall not be granted until plans as required by this Chapter have been approved. (b) Exemptions. The following types of developments are exempt from compliance with any and all provisions of this Chapter: Attachment number 1Page 12 of 50 9 (1) Construction (including clearing) of single-family residential structures on individual lots; and (2) The development of streets within a subdivision is exempt from all of the provisions of the Tree Ordinance except 8-4-11-(e)-(5). (3) Site Plans that require grading only (no construction of improvements) may be exempt from providing 1000 Tree Quality Points per acre of development at the discretion of the Administrator; however a streetyard must be installed per 8-4-11-(e)-(5). (4) Telecommunication facilities in LI or HI zoning unless the site is in view of a residential use in a residential zone, as viewed from the base of the tower. (5) Federal, State and local government infrastructure (water, sanitary sewer and stormsewer) projects. (c) Greenspace Plan required. Except as herein provided, there shall be a Greenspace Plan for every applicable development. Such plan shall include a landscape element, a tree protection element, and a tree establishment element. (d) Landscape element. Such element shall include a topographic survey map illustrating compliance with the design principles and standards included in the following section. (e) Landscape element design principles and standards. (1) A minimum of ten (10) percent of the total land area of any development shall be devoted to greenspace. (2) No artificial plants, trees, or like materials shall be counted toward meeting the standards of these regulations. (3) All retained or planted trees shall be protected or situated so as to prevent damage from environmental changes (such as a lowered water table) or land disturbance resulting from any building or facility construction. (4) Sidewalks, curbing, or any other paved or impermeable surfaces within the greenspace area shall not count towards the ten (10) percent minimum greenspace or street yard requirement. (5) A street yard area shall be provided along any existing or proposed public street right-of-way or private right-of-way adjacent to or adjoining the property except for those portions of the lot used for driveways. Detention or retention ponds at the front of the property near the right-of-way do not relieve the developer from installing the required street yard. Attachment number 1Page 13 of 50 10 For site plans that include fewer than one hundred (100) total parking and loading spaces, the minimum width of the streetyard shall be 10’ and the streetyard shall be that area immediately adjacent to the right-of-way. Street yards shall be landscaped and properly maintained by the owner and shall have live vegetation including groundcover, grass, trees, shrubs and may, unless otherwise prohibited, include fences and walls and plantings for parking areas. Each street yard shall have at least one (1) large tree for each forty (40) linear feet on center of street frontage, with a large tree being located within 20' of each side property line. All planted trees must be at least three (3) inches in caliper, have a single trunk, and be unbranched to six (6) feet. In zoning districts where zero setbacks are permitted by the Comprehensive Zoning Ordinance for structures adjoining public street rights-of-way, the street yard and its plantings may be located upon the public property if approved by the Department of Public Works. In all other cases, the street yard must be located on private property. For site plans that include one hundred (100) or more total parking and loading spaces, the minimum width of the streetyard shall be 15’ and the streetyard shall be that area immediately adjacent to the right-of-way. When a use of land is intensified or expanded in such a way that the required parking must be increased more than twenty (20) percent (except for parking areas where a twenty (20) percent increase would be less than 5 new spaces) then the entire site including the already developed area must be provided with a street yard. The minimum width of the streetyard shall be 5’ and the streetyard shall be that area immediately adjacent to the right-of-way. Where a property adjoins a right-of-way such as gas, power, railroad, etc., that is adjacent to and parallel with a public or private street, the subject property shall be deemed to front on the public or private street and streetyard requirements shall be adhered to. When a major subdivision (10 lots or more) of property occurs along an existing or proposed public street, a streetyard 10’ in width , adjacent to the right-of-way, shall be installed and have at least one (1) large tree for each forty (40) linear feet on center of street frontage, with a large tree being located within 20' of each side property line. All planted trees must be at least three 3 inches in caliper, have a single trunk, and be unbranched to six (6) feet. Streetyards shall be landscaped and properly maintained by the owner and shall have live vegetation, groundcover, grass, trees, shrubs, and may, unless otherwise prohibited, include fences and walls and plantings for parking areas. As of January 2003, any existing streetyard tree may not be cut or removed without permission of the Tree Commission. Attachment number 1Page 14 of 50 11 (6) Parking lots providing over five (5) spaces shall contain interior landscaped areas. This section shall apply to any surface parking lot or loading area or vehicular service area or portions thereof built after the adoption of this Chapter. The number, size, and shape of interior landscaped areas shall be at the discretion of the owner subject to the following provisions: (a) A minimum of five (5) percent of the total interior area of parking lots, loading areas, and vehicular use areas shall be devoted to landscaping. Required street yards may not count toward the five (5) percent. There shall be no more than twelve (12) consecutive parking spaces between planting islands, which must contain a medium or large tree, and which must be at least one hundred (100) square feet in area with a minimum width of eight (8) feet measured inside of curb to inside of curb. On such site plans one of every five (5) required planting islands must be a minimum of 37.5 feet in length and eight (8) feet in width, inside of curbing, unless all parking spaces are arranged around the perimeter of the parking lot. When row parking is utilized, the end of each row of parking must be a double planting island with a minimum of one medium or large tree per row of parking. When a use of land is intensified or expanded in such a way that the required parking must be increased more than fifty (50) percent (except for where such an increase would be less than twenty (20) spaces), the new parking area must conform to the requirements of this subsection and the already developed parking area must be retrofitted with planting islands at a rate of one for every twelve (12) which is no less than one hundred (100) square feet in area and with a minimum width of eight (8) feet. All internal planting areas shall be landscaped with approved plant materials compatible with accepted arboricultural practices as set forth in the IGO. The area devoted to interior planting islands may be deducted from the required parking area pursuant to Section 4-2 of the Zoning Ordinance at a rate of one (1) space per two hundred (200) square feet of planting island except that the requirement of spaces shall not be reduced over ten (10) percent. For the purposes of calculating consecutive parking spaces, handicapped parking spaces shall equal one and one-half (1-1/2) parking spaces. As of January 1, 2003, any existing parking lot tree may not be cut or removed without permission of the Tree Commission. (b) No parking space shall be further than 65 feet from the trunk of a medium or large tree with no intervening building. Attachment number 1Page 15 of 50 12 (c) Within existing parking areas, all new curbing around landscaped islands shall match existing curbing within the site. If no curbing is present within the site, then concrete curb and gutter, per City of Augusta standards and specifications, shall be used around landscaped islands. In new parking areas, all curbing around landscaped islands shall be concrete curb and gutter, as approved by the City Engineer. (7) Lighting serving to illuminate a parking area shall not be located within a required planting island. Further, no light pole taller than 12’ shall be within 20’ of a large or medium tree. As of December 31, 2008, all light pole locations shall be indicated on the Landscape Plan. (a) No flag poles shall be located within a required landscaped island nor within 20’ of a large or medium tree. (b) No signs, except for directional signs, shall be located within a required landscaped island, nor within 20’ of a large or medium tree provided that no such directional sign shall exceed 30 inches in height nor more than 4 square feet in area. (c) No utility boxes, fire hydrants, transformers or other site appurtenances shall be located in a required landscaped island. (8) A permanent water source shall be provided not more than one hundred (100) feet from any planted tree. (9) Where the rear property line in a multiple-family residential, professional, commercial or industrial zone abuts an R (Residential) zone or single- family residence, a buffer strip not less than twenty (20) feet in width shall be provided. Further, where the rear property line in a commercial zone abuts an A (Agricultural), R-MH (Residential Manufactured Home), R-2 (Two-family Residential), or R-3 (Multi-family Residential) zone or single-family residence within one of these zones, a buffer strip not less than twenty (20) feet in width shall be provided. This buffer strip shall be designed to provide a year-round visual screen that is at least eight (8) feet in height and completely blocks the view of the subject property by a person standing just across the property line on the adjoining residential property. It shall consist of six (6) foot solid board or 'shadowbox' style fence or masonry wall that has two finished sides and is approved by the Tree Commission, unless a fence already exists on the adjoining property that meets the requirements of this Ordinance. The buffer strip shall be planted with medium or large trees spaced on 40 foot centers with interplanted evergreen plant material, berms, mounds or combinations thereof to achieve the objective within a maximum three (3) year period. No buildings, structures, storage of materials, or parking shall be permitted within this buffer area. Buffer areas shall be maintained and kept free of all debris, rubbish and weeds. Attachment number 1Page 16 of 50 13 As of January 2003, any existing rear bufferyard tree may not be cut or removed without permission of the Tree Commission. (10) Where the side property line in a multiple-family, professional, commercial, or industrial zone abuts an R (Residential) zone or single- family residence, a planted buffer strip not less than ten (10) feet in width shall be provided. Further, where the side property line in a commercial zone abuts an A (Agricultural), R-MH (Residential Manufactured Home), R-2 (Two-family Residential), or R-3 (Multi-family Residential) zone or single-family residence within one of these zones, a buffer strip not less than twenty (20) feet in width shall be provided. This buffer strip shall be designed to provide a year-round visual screen that is at least eight (8) feet in height and completely blocks the view of the subject property by a person standing just across the property line on the adjoining residential property. Said buffer strip shall begin at the front setback line and extend along the entire remaining side boundary. It shall consist of a six (6) foot solid board or shadowbox" style fence or masonry wall that has two finished sides and is approved by the Tree Commission, unless a fence already exists on the adjoining property that meets the requirements of this Ordinance. The buffer strip shall be planted with medium or large trees spaced on 40 foot centers with interplanted evergreen plant material, berms, mounds or combinations thereof to achieve the objective within a maximum three (3) year period. Buffer areas shall be maintained and kept free of all debris, rubbish and weeds. No buildings, structures, storage of materials, or parking shall be permitted within this area. As of January 2003, any existing side bufferyard tree may not be cut or removed without permission of the Tree Commission. (11) The mature or ultimate spread of planted trees shall be shown on the Greenspace Plan. Planted trees shall be diagramed according to the following minimum standards in order to qualify for tree quality points: *large trees - thirty-five (35) foot spread *medium trees - twenty-five (25) foot spread *small trees - fifteen (15) foot spread (12) No new utilities (overhead or underground) shall be located directly above or below existing or proposed tree locations. (Proposed utilities must be routed away from all trees.) (f) Tree protection and tree establishment elements. Land cleared for development or land being proposed for development shall have, after development, not less than one thousand (1,000) tree quality points (TQP) per acre on a given site. Tree quality points shall only be calculated on the acreage of the site that is being developed. Undeveloped portions of the site shall not be required to provide tree quality points (including street yard requirements) nor shall tree quality points for Attachment number 1Page 17 of 50 14 existing trees be counted toward the requirements of the developed portion of the site. Tree protection and tree establishment elements may be provided separately or collectively depending on the nature, complexity, and scale of the development. Such elements shall include a topographic survey map showing: (1) Existing tree cover and tree cover that is to be removed. (2) The location and species of all trees to be retained on the developed portion of the site for which tree quality points are to be claimed, including their DBH, tree quality points, and their tree protection zones. Where a grouping or cluster of twenty (20) or more trees is located within a proposed tree protection zone, the location of individual trees within such cluster is not required to be spotted on the plan, provided the number of trees for each species within the cluster is given and the average DBH is identified for each species. Existing trees on undeveloped portions of the site (i.e. future development) or trees within the right-of-way(s) cannot be counted toward Tree Quality Points. (3) The location, species, and DBH of all trees located on adjacent rights-of- way. (4) A listing of all trees to be planted on the site for which tree quality points are to be claimed, giving their respective species, caliper, and tree quality points. (5) A description of tree planting specifications if different from those listed in the Illustrated Guide to Implementing the Augusta-Richmond County Tree Ordinance (IGO). IGO and any amendments thereto are hereby adopted by reference. The guide will be reviewed annually by the Tree Commission with the updated version being adopted by reference and each time made a part hereof. All Greenspace Plans shall be provided in a manner consistent with provisions contained therein. As of January 2003, any existing tree that would count toward the overall requirement for tree quality points (TQP) may not be cut or removed without permission of the Tree Commission. (g) Tree protection and tree establishment standards. Tree protection zones shall be established and maintained for all trees preserved or planted on a site for which tree quality points are to be claimed. The following provisions apply to such zones and the trees within them. (1) The tree protection zone shall have a dimension of not less than one-half (1/2) the distance to the dripline of the preserved tree, or the minimum tree protection zones for planted trees set forth in Table 1; whichever is greater. Tree protection zones shall be barricaded prior to the commencement of construction and until the Certificate of Occupancy has been issued. Attachment number 1Page 18 of 50 15 (2) The area within any tree protection zone must remain open and unpaved. The use of perforated pavement may be allowed subject to the approval of the Administrator. (3) Deleted (4) No vehicles shall be parked, construction material stored, substances poured, disposed of, or placed, within any tree protection zone at any time during clearing or construction of the project. (5) No change in grade within the tree protection zone shall be allowed except for a maximum addition of two (2) inches of sandy loam topsoil covered with mulch. (6) Tree wells or tree walls (islands) shall be constructed as needed to protect the preserved trees from grade changes which result in changes of water supply to the tree protection zone. Adequate means for drainage of excess moisture from the tree protection zone shall be provided if tree wells or tree walls are constructed. (7) For planted trees, the minimum size Tree Protection Zone centered upon the planted tree shall be as specified in Table 1. (8) The ground elevation where trees are to be planted in a street yard shall be within five (5) feet of the ground elevation of the street right-of-way. Table 1 Minimum Tree Protection Zone for Planted Trees Mature Minimum Area ** Tree Size Square Feet Protection Zone small * 16 2.0' radius medium * 66 3.0' radius large * 200 4.0' radius * A listing of small, medium, and large trees is found in IGO. ** Protection Zone = Minimum distance from tree trunk to edge of dripline. (h) Tree standards. (1) All required trees shall be grown within one climatic zone of Augusta, GA. Attachment number 1Page 19 of 50 16 (2) All required trees shall be nursery grown, typical of their species or variety, with normal, densely developed branches and vigorous, fibrous root systems. Trees shall be sound, healthy, vigorous, free from defects, free from disfiguring knots, free from sun scald injuries, frost cracks and/or abrasions of the bark, and be free from plant diseases, insect eggs, borers, and all forms of infestation. All trees shall have a fully developed form without voids and open space. Trees shall not be loose in the container or root ball. It is recommended that dug trees shall have been root pruned at least once. (3) All required trees shall have straight, single central leaders. Trees that have the main trunk forming a “Y” shape are not acceptable. Trees that are not fully branched will not be accepted. Trees shall have no bark damage and shall not be leaning or have significant sweep, crook or bend. Trees shall have a minimum 3” caliper and shall have no branch more than ½ the diameter of the main leader and shall have a straight unbranched trunk to 6’. Trees specified as “multi-stemmed” shall have a minimum of 3 and a maximum of 5 separate canes a minimum of 1” caliper each coming from the root ball and pruned into tree form with no branches on the lower half of the tree. Multiple plants shall not be used as a “multi- stemmed” plant. (4) All required trees shall be set in the planting pit to proper grade and alignment, and shall be set upright, plumb and faced to give the best appearance or relationship to other trees. Each tree shall be set 1-2” above the finish grade and backfill shall be brought even with the top of the root ball. No fill shall be permitted atop the root ball. (5) All burlap, ropes, straps and wires shall be removed from the root ball. If it is not possible to remove the burlap and wire from the bottom of the root ball, the burlap and wire shall be cut away from the sides and removed from the hole. (6) After required trees are set, the backfill shall be muddled around the base of the root ball and all voids shall be filled. (7) All required trees shall have their planting pits mulched with approved mulching material immediately after planting. The mulched areas shall be thoroughly water. Note: Mulch shall be placed to a maximum thickness of 3” except at the trunk, where it shall be no more than 1”. (8) If staking and supports have been installed on the required tree(s), all staking and supports shall be removed after one growing season. Attachment number 1Page 20 of 50 17 (i) Tree quality points. (1) Tree quality points shall be assigned to preserved or planted trees as described in the Illustrated Guide to Implementing the Augusta-Richmond County Tree Ordinance (IGO). a. Deleted b. Deleted Table 2 Tree Quality Points for Planted Trees Mature Size Acceptable Recommended Preferred small * 5 5,10,15,20,30 10,15,20,30,40 medium * 5 15,30 30,40,60,90 large * 15 40 40,90 * A listing of small, medium, and large trees is found in the IGO. (2) Tree quality points for preserved trees. Quality points for trees preserved on the site are directly related to the tree species quality and the tree protection zone that must be provided for the tree. For preserved trees, tree quality points are calculated by squaring the tree's DBH (diameter at breast height) and multiplying this number by the applicable quality points factor. If the calculated tree quality points is less than that given for planted trees in Table 2, then the greater number will apply. (DBH)2 X (Quality Points Factor) = Tree Quality Points Table 3 Tree Quality Points Factor Tree Quality Rating Quality Points Factor * Acceptable 0.2 Recommended 0.6 Preferred 1.4 Landmark Trees 2.0 * The assigned quality points factor is found in the Tree Species List in IGO. Attachment number 1Page 21 of 50 18 Chapter 8-4-12. COMPLIANCE. All improvements shown in the Greenspace Plan shall be constructed and all plant materials shall be in place and approved by Augusta-Richmond County before a Certificate of Occupancy will be issued for any use of land or structure(s) that is not exempted from this Ordinance. If at the time of request for a Certificate of Occupancy the required landscaping is not in place and it can be determined Augusta-Richmond County personnel that unavailability of plant materials or that weather conditions prohibit completion of this planting, then the developer may, at the discretion of the Executive Director, provide an executed contract binding until December 31 of the calendar year in which the application is made that provides for the completion of such landscaping work, and also a Performance Bond or an Irrevocable Letter of Credit from a federally insured lender in an amount to be approved by Augusta-Richmond County commensurate with the cost of completing the required landscaping. Existing trees or other landscape features as delineated on previously approved Site Plans and subsequently installed to conform with the minimum standards of this Ordinance may not be removed or altered without prior approval of the Tree Commission. In the event that trees cannot be planted on the site due to hardship, a variance of the Tree Commission may be applied for. The variance request shall include: the variance fee, as set forth by the Augusta-Richmond County Planning Commission, a letter explaining the need for the variance, a mitigation package at a rate of two trees for every tree not planted on the site, (trees will be planted at another location on the site or at a location as set forth by the Augusta-Richmond County Tree Commission), and a Landscape Establishment Bond in the amount of $500 per tree in the mitigation package. If trees are to be planted offsite, installation of the trees will be the developer’s responsibility, and maintenance for a two year term, from the date that the trees are planted will also be the developer’s responsibility. A Maintenance Agreement will also be required for a term of two years, unless waived by the Augusta-Richmond County Tree Commission. In lieu of the mitigation package, a fee in the amount of $1500 per tree to be mitigated shall be payable to Augusta-Richmond County, and deposited in a separate Landscaping Account (hereinafter referred to as the “Tree Bank”), for placement of or replacement of trees within the City. A Landscape Establishment Bond nor a Maintenance Agreement will be required if this option is exercised. Chapter 8-4-13. LANDSCAPE ESTABLISHMENT BOND. A two-year Landscape Establishment Bond shall be posted with the Administrator prior to issuance of the Certificate of Occupancy. This bond shall be in the amount of the contract award for landscaping or in an amount determined by Augusta-Richmond County, whichever is higher. After 18 months, the Augusta-Richmond County shall inspect the site and make a determination as to whether or not the required trees and landscaping have not been removed, the required trees and landscaping are healthy, the growth and the integrity of the required trees have not been compromised, the canopy of the required trees have not been reduced in any fashion, and the required trees have a reasonable chance of surviving to maturity. Upon such a finding, the bond shall be released at the end of the two-year Landscape Establishment Bond period. In absence of Attachment number 1Page 22 of 50 19 such a finding, the Landscape Establishment Bond shall not be released and the owner/developer of the property shall be notified to replace the unhealthy trees and landscaping or take other appropriate action as required by Augusta-Richmond County. If the owner/developer fails to comply with the decision of Augusta-Richmond County within sixty (60) days of receiving a written notice, then the City shall use the Landscape Establishment Bond to the extent necessary to bring the property into compliance with the provisions of these regulations. Before release of the Landscape Establishment Bond, documentation (an Agreement to Maintain Required Landscaping) shall be signed by the Owner certifying that the required trees located on the site will not be removed, the growth and the integrity of the required trees will not be compromised, nor shall the canopy of the required trees be reduced without prior approval of the Tree Commission. Chapter 8-4-14. APPEALS AND VARIANCES. (a) Decisions of the Administrator may be appealed to the Augusta-Richmond County Tree Commission. The Tree Commission shall also hear requests for variances from the provisions of this Chapter. The variance request must be made in writing to the Administrator by the first Monday of any given month for that month’s Tree Commission meeting. The Tree Commission shall review the appeal or variance and make its recommendations to the Administrator. (b) Variances shall only be granted upon a determination that the variance is the minimum necessary to afford relief and when in the opinion of the Tree Commission relief is justified. (c) Variances shall only be granted upon: (1) A determination that failure to grant the variance would result in exceptional hardship; and (2) A determination that the granting of a variance will not adversely impact the intent and purpose of these regulations. (d) The Tree Commission may approve, deny, or approve with conditions a request for a variance. Conditional approval may be granted where mitigation of the impact is agreed upon by the Tree Commission and the petitioner. (1) The Tree Commission, at its discretion, may require mitigation plantings in City street right-of-ways, in City parks, or on other City-owned property. (2) The Tree Commission, at its discretion, may require a mitigation fee to be paid to the City’s Trees and Landscape Department, to be used for plantings in City Street right-of-ways, in City parks, or on other City-owned property. Attachment number 1Page 23 of 50 20 Chapter 8-4-15. ABROGATION AND GREATER RESTRICTIONS. This Chapter is not intended to repeal, abrogate, or impair any existing easements, covenants, or deed restrictions. However, where this Chapter and another regulation conflict or overlap, whichever regulation imposes the more stringent restrictions shall prevail. Chapter 8-4-16. SEVERABILITY. If any provision of this Chapter is declared to be invalid, such declaration shall not affect, impair, or invalidate the remaining provisions of this Chapter. Chapter 8-4-17. ENFORCEMENT, VIOLATION AND PENALTY. All violations of the provisions of this Chapter or failure to comply with any of its requirements shall be reported to the Augusta-Richmond County Tree Commission. Once a violation is evident, the Augusta-Richmond County Tree Commission, acting on behalf of the Augusta Commission, shall notify the owner in writing of the apparent violation of this Chapter. The written notice shall direct the owner to cease the violation until such time as the requirements and procedures of this Chapter have been met. Upon failure of the owner to comply with this notice, the Augusta-Richmond County Tree Commission shall notify the Augusta City Attorney of the violation and the Augusta City Attorney shall immediately begin legal procedures in the Superior Court of Richmond County to prevent, enjoin, abate, or terminate such violations in addition to injunctive relief. All persons, firms or corporations failing to comply with the mandatory provisions hereof or doing any act prohibited hereby shall be guilty of a misdemeanor and shall be punished as provided in Chapter 1-6-1 of this Code. Each day such violations continue shall be considered a separate offense. Nothing herein contained shall prevent the Augusta Commission from taking such other lawful action as is necessary to prevent or remedy any violations. Any action resulting in the death or destruction of a public tree on City property or within City right-of-way shall be subject to a fine depending on the size of the tree. Trees of 3”- 10” caliper will be fined $1000 per damaged/destroyed tree toward the replacement of tree(s) of equal caliper, species to be approved by the Augusta-Richmond County Tree Commission. Replacement trees must carry a 2 year Landscape Establishment Bond per the requirements of 8-4-13. Trees larger than 10” caliper will be fined $1,000 plus replacement cost of the tree, as determined by the Augusta-Richmond County Tree Commission, up to a maximum of $10,000 per tree. The replacement tree shall be of equal caliper or as approved by the Augusta-Richmond County Tree Commission. Replacement trees must carry a 2 year Landscape Establishment Bond per the requirements of 8-4-13. Nothing herein contained shall prevent the Augusta Commission from taking such other lawful action as is necessary to prevent or remedy any violations. Attachment number 1Page 24 of 50 21 Done in Open Meeting under the Common Seal thereof this ____________ day of __________________________, 2011. Approved by the Augusta Commission this ____________ day of __________________________, 2011. Deke Copenhaver, Mayor ATTEST: ______________________________________________ Lena J. Bonner Clerk of Commission First reading - _____________________________ Second reading - ___________________________ Attachment number 1Page 25 of 50 AUGUSTA-RICHMOND COUNTY ILLUSTRATED GUIDE REVISED: January 2011 Attachment number 1Page 26 of 50 ILLUSTRATED GUIDE TO IMPLEMENTING THE AUGUSTA-RICHMOND COUNTY TREE ORDINANCE (IGO) I. Purpose 1 II. Calculations for Tree Protection and Tree Establishment Elements of a Greenspace Plan 1 III. Tree Species List 4 IV. Tree and Site Related Disturbances 16 V. Methods of Tree Protection 18 VI. Standards for Remedial Tree Care 21 VII. Standards for Selecting Quality Planting Stock 21 VIII. Transplanting Standards 21 IX. Criteria for Landmark Trees 22 Appendix 23 Attachment number 1Page 27 of 50 1 ILLUSTRATED GUIDE TO IMPLEMENTING THE AUGUSTA-RICHMOND COUNTY TREE ORDINANCE I. Purpose This document provides standards and specification for use in determining whether or not a development project as defined in Section VIII (A) of the Augusta- Richmond County Tree Ordinance is in compliance with the provisions of that Ordinance. Specifically the standards and specifications contained herein shall be used to determine compliance with the tree protection and tree establishment provisions of the Greenspace Plan as required by Section VIII (C) of the Augusta-Richmond County Tree Ordinance. II. Calculations for Tree Protection and Tree Establishment Elements of a Greenspace Plan A. Standard – It must be demonstrated that land to be cleared for development or land being proposed for development shall have, after development, not less than 1,000 tree quality points per acre on a given site (Ref. Section VIII (F) of Augusta-Richmond County Tree Ordinance). In order to receive tree quality points, any planted tree must be provided with a minimum Tree Protection Zone based upon its mature size as defined in the tree list. Trees that are to be preserved on a site must be protected (i.e. tree fences, no grading, fill or vehicular encroachment) within an area that is defined by a diameter in feet that is one and one half times the DBH of the tree in inches in order to qualify for Tree Quality Points. For example: A tree with a 40 inch DBH must be protected within a radius of 30 feet from the tree. (Refer to Illustration 1: Tree Protection Zone) 40” x 1.5 = 60 foot diameter Radius = ½ x diameter = ½ x 60 = 30 feet The area of this Tree Protection Zone is calculated as follows: Area = (pi)(r)² =3.141 (30)² =2826.9 square feet Guidelines for tree protection are found in Section V – IX of this guide. Tree Quality Points quantify the relative value of one tree to another based on three criteria: 1. Species Quality: This is a mixture of objective and subjective measures based upon maintenance records, scientific research, and the experience of experts in the field. The relative value of species has been determined specifically for the Augusta area and environment. Species’ quality is ranked in order of increasing desirability as Acceptable, Recommended, or Preferred. Attachment number 1Page 28 of 50 2 Attachment number 1Page 29 of 50 3 2. Space Requirement: This factor applies to trees that are retained on a site. Since large diameter trees require proportionately larger areas to be set aside as a Tree Protection Zone, Tree Quality Points are assigned in proportion to this space requirement. 3. Expected Mature Value: For trees that are planted on a site, Tree Quality Points assignment is in proportion to the potential size of the tree species and the minimum planting space in which that species can develop in a safe and healthy manner. The mature size is categorized in terms of small, medium, or large. B. Method: For preserved trees, Tree Quality Points assignment is calculated by multiplying the (DBH)² by the Tree Quality Points Factor. If the calculated Tree Quality Points is less than that given for planted trees, then the greater number shall apply. The Tree Quality Points Factors for preserved trees are as follows: (DBH)² x (Quality Points Factor) = Tree Quality Points Species Rating Quality Points Factor Acceptable 0.2 Recommended 0.6 Preferred 1.4 *Landmark 2.1 *Landmark trees must be certified by the Department of Public Works. For planted trees, Tree Quality Points assignment can be found on the following chart after checking the tree species for desirability rating: Mature Size Acceptable Recommended Preferred Small 5 5,10,15,20,30 10,15,20,30,40 Medium 5 15,30 30,40,60,90 Large 15 40 40,90 C. Example Calculation: A restaurant is being planned. The number of Tree Quality Points required for the site calculated by multiplying the area of the site by 1,000 (1.75 acres x 1,000 =1750 Tree Quality Points). The developer wishes to save six existing trees on the site. The formula for calculating Tree Quality Points for preserved trees is: (DBH)² x (Quality Points Factor) = Tree Quality Points. The calculation of Tree Quality Points that would accrue to the six preserved trees is as follows: Attachment number 1Page 30 of 50 4 Note that the Quality Points Factor is provided for each species in the tree lists. Tree #1 12” DBH Water Oak (12)² x 0.6 = 86.4 TQPs Tree #2 16” DBH Loblolly Pine (16)² x 0.6 = 153.6 TQPs Tree #3 10” DBH Loblolly Pine (10)² x 0.6 = 60.0 TQPs Tree #4 16” DBH Loblolly Pine (16)² x 0.6 = 153.6 TQPs Tree #5 8” DBH Red Maple (8)² x 0.6 = 38.4 TQPs Tree #6 4” DBH Dogwood (4)² x 1.4 = 22.4 TQPs Total 514.40 TQPs *Note that the TQPs are less than what is given for planted trees, so the greater number will apply. The Developer must therefore plant enough trees on the site to make up the difference between the 1750 required Tree Quality Points and the 514.40 points he will receive for preserved trees, or 1235.6 TQPs. The Tree Protection and Tree Establishment of the Greenspace Plan for the project show that thirty-one new trees will be planted on the site for the street yard and parking lot requirement. Tree Symbol Species #Trees TQPs Total TQPs Planted CM Crepe Myrtle 12 x 40 480 WO Willow Oak 2 x 90 180 RM Red Maple 7 x 40 280 JM Japanese Maple 2 x 30 60 H Holly 2 x 30 60 GR Golden Rain Tree 6 x 30 180 Total TQPS 1240 Quality points are assigned to each tree to be planted by comparing the species rating to the size at maturity. By adding the individual tree quality points of all thirty-one trees to be planted, it is determined that the sum is 1240 TQPs. This exceeds the 1235.6 points needed so the Tree Protection and Tree Establishment Elements of the Greenspace Plan are acceptable. III. Tree Species Lists The following pages list species by size classifications that shall be used to determine the Quality Rating of trees to be preserved or planted as well as the quality points. Tree species or cultivars not listed will be considered by the Tree Commission upon request and quality points assigned accordingly. Attachment number 1Page 31 of 50 5 SECTION III NATIVE TREE SPECIES LIST LARGE TREES Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 1. Ash, Green Preferred 90 1.4 Fraxinys pennsylvanica 2. Ash, White Preferred 90 1.4 Fraxinus, americana 3. Basswood, White Recommended 40 0.6 (Linden) Tilia heterophylla 4. Beech, American Preferred 90 1.4 Fagus, grandifolia 5. Birch, River Recommended 40 0.6 Betula nigra “Dura-Heat” 6. Cedar, Eastern Red ** Preferred 40 2.0 Juniperus virginiana 7. Cypres, Bald Preferred 90 1.4 Taxodium distichum 8. Cypress, Pond Recommended 40 0.6 Taxodium ascendens 9 . Elm, American * Preferred 90 1.4 Ulmus americana must be “Princeton” or “Jefferson” for new planting 10. Elm, Slippery Recommended 40 0.6 Ulmus rubra 11. Elm, Winged Recommended 40 0.6 Elmus alata 12. Hickory, Mockernut ** *** Recommended 40 0.6 Carya tomentosa 13. Hickory, Pignut ** *** Recommended 40 0.6 Carya glabra * If cultivar “Princeton” is used, specie becomes “preferred” with appropriate increase in quality points (90 points). ** Quality points for retention will be rewarded as shown provided tree is a minimum caliper of 4 inches. Less than that will be awarded the factor less 25% *** Not recommended for parking lots Attachment number 1Page 32 of 50 6 NATIVE TREE SPECIES LIST LARGE TREES (Continued) Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 14. Magnolia, Southern *** Preferred 90 1.4 Magnolia granifolia 15. Maple, Florida Preferred 90 1.4 Acer barbatum 16. Maple, Red Species *** Recommended 40 0.6 Acer rubrum “Red Sunset” “October Glory” “Autumn Flame” “Autumn Blaze” “Drumondii” “Summer Red” 17. Maple, Sugar Preferred 90 1.4 Acer saccharum “Legacy” 18. Mulberry Red Acceptable 15 0.2 Morus rubra 19. Oak, Chestnut Preferred 90 1.4 Quercus prinus 20. Oak Darlington Recommended 60 0.6 Quercus hemispherica 21. Oak, Laurel Recommended 60 0.6 Quercus laurifolia 22. Oak, Live *** Preferred 90 1.4 * Quercus virginiana 23. Oak, Northern Red Preferred 90 1.4 Quercus rubra 24. Oak, Nuttall Preferred 90 1.4 Quercus nuttallii 25. Oak, Pin Preferred 90 1.4 Quercus palustris 26. Oak, Shumard Preferred 90 1.4 Quercus shumardii 27. Oak, Southern Red Preferred 90 1.4 Quercus falcata *** Not recommended for parking lots Attachment number 1Page 33 of 50 7 NATIVE TREE SPECIES LIST LARGE TREES (Continued) Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 28. Oak, Swamp Chestnut Preferred 90 1.4 Quercus mechauxii 29. Oak, Scarlet Preferred 90 1.4 Quercus coccinea 30. Oak, Water Recommended 40 0.6 Quercus Nigra 31. Oak, White Preferred 90 1.4 Quercus alba 32. Oak, Willow Preferred 90 1.4 Quercus, phellos 33. Pine, Loblolly *** Recommended 40 0.6 Pine taeda 34. Pine, Longleaf *** Recommended 40 0.6 Pinus palustris 35. Poplar, Yellow Preferred 90 1.4 Liriodendron tulipifera 36. Sourwood Recommended 40 0.6 Oxydendrum arboreum 37. Sugarberry (Hackberry) Recommended 40 0.6 Celtis laevigata 38. Sweetgum (seedless) Preferred 90 1.4 Liquidambar styraciflua (Rotundiloba only for new planting) 39. Sycamore, American *** Recommended 40 0.6 Platanus occidentalis 40. Tupelo, Black (Blackgum) Preferred 90 1.4 Nyssa sylvatica 'forum’ *** Not recommended for parking lots or street yards Attachment number 1Page 34 of 50 8 SECTION III NATIVE TREE SPECIES LIST MEDIUM TREES Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 1. Carolina Silverbell Preferred 30 1.4 Halesia caroliniana 2. Holly, American Preferred 30 1.4 Ilex opaca 3. Hophornbeam, Eastern Preferred 60 1.4 Ostrya virginiana 4. Hornbeam, American Preferred 60 1.4 Carpinus caroliniana 5. Persimmon *** Recommended 15 0.6 Diospyros virginiana 6. Pine, Virginia *** Recommended 30 0.6 Pinus virginiana 7. Sassafras Recommended 30 0.6 Sassafras albidum 8. Sweetbay *** Preferred 60 1.4 Magnolia virginiana *** Not recommended for parking lots or street yards Attachment number 1Page 35 of 50 9 SECTION III NATIVE TREE SPECIES LIST SMALL TREES Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 1. Buckeyes Recommended 10 0.6 Aesculus spp. 2. Devilwood Preferred 15 1.4 Osmanthus americanus 3. Dogwood, Flowering Preferred 20 1.4 Cornus florida 4. Downy Serviceberry Preferred 20 1.4 Amelanchier arborea 5. Hawthorn Preferred 20 1.4 Crataegus spp. 6. Loblolly Bay Recommended 5 0.6 Gordonia lasianthus 7. Maple, Chalkbark Preferred 20 1.4 Acer leucoderme 8. Redbay Recommended 5 0.6 Persia borbonia 9. Redbud, Eastern Preferred 20 1.4 Cercis canadensis 10. Red Cedar Preferred 40 1.4 Juniperus virginiana “Burkii” or “Brodie” 11. Waxmyrtle Recommended 5 0.6 Myrica cerifera 12. Yaupon Holly Recommended 10 0.6 Ilex vomitoria Attachment number 1Page 36 of 50 10 SECTION III ORNAMENTAL AND EXOTIC SPECIES LIST LARGE TREES Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 1. Chinese Elm Preferred 90 1.4 Ulmus parvifolia (all cultivers except “Drake”) 2. Cryptomeria *** Preferred 90 1.4 Cryptomeria japonica 3. Dawn Redwood Preferred 90 1.4 Metasequoia glyptostroboides 4. Ginko Preferred 90 1.4 Ginko biloba (male only) 5. Japanese Zelkova *** Recommended 40 0.6 Zelkova serrata 6. Pistacio Preferred 90 1.4 Pistacio chinensis 7. Deodora Cedar Preferred 40 1.4 (Cedrus Deodora) *** Not recommended for landscape islands in parking lots Attachment number 1Page 37 of 50 11 SECTION III ORNAMENTAL AND EXOTIC SPECIES LIST MEDIUM TREES Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 1. American Yellowood 60 1.4 Cladrastis Kentukea Preferred 2. Callery Pear Recommended 30 0.6 Pyrus calleryana “Aristocrat” 3. Callery Pear Recommended 30 0.6 Pyrus calleryana “ Cleveland Select” 4. Chinese Evergreen Oak Preferred 40 1.4 Quercus myrsinifolia 5. Foster Holly *** Preferred 30 1.4 Ilex opaca “fosteri” 6. Japanese Evergreen Oak Recommended 15 0.6 Quercus acuta 7. Savannah Holly *** Preferred 30 1.4 Ilex Opaca “Savannah” 8. Trident Maple Preferred 90 1.4 Acer buergeranum 10. Green Giant Aborvitae *** Preferred 90 1.4 (Thuja) 11. Parrotia Preferred 90 1.4 *** Not recommended for parking lots or streetyards Attachment number 1Page 38 of 50 12 SECTION III ORNAMENTAL AND EXOTIC TREE SPECIES LIST SMALL TREES Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 1. Blue Japanese Oak Recommended 5 0.6 Quercus glauca 2. Callaway Crabapple Recommended 5 0.6 Malus prunifolium “Callaway” only 3. Cherry Plum Recommended 5 0.6 Prunus cerasifera “Newport” 4. Chinese Fringetree Preferred 30 1.4 Chionanthsu retusus 5. Chinese Redbud Preferred 10 1.4 Cercis chinensis 6. Crepe Myrtle Preferred 40 1.4 Lagerstroemia “Natchez” “Tuscarom” “Fantasy” “Muscogee” “Dynamite” “Sioux” 7. Fragrant Tea Olive Recommended 15 0.6 Osmanthus fragrans 8. Golden Raintree * Preferred 30 1.4 Koelreuteria paniculata or bipinata 9. Higan Cherry Recommended 5 0.6 Prunus subhirtella 10. Japanese Dogwood Preferred 30 1.4 Cornus Kousa 11. Japanese Maple Recommended 30 0.6 Acer palmatum various cultivers 12. Lilac Chaste Spikenard Recommended 15 0.6 Vitex agnus-castus * Not in parking lots Attachment number 1Page 39 of 50 13 SECTION III ORNAMENTAL AND EXOTIC TREE SPECIES LIST SMALL TREES Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 13. Nellie R. Stevens Holly Recommended 10 0.6 Ilex aquifolium X cornuta 14. Okame Cherry * Preferred 15 1.4 Prunus “X Okame” 15. Oriental Arborvitae Acceptable 5 0.2 Thuja orientalis 16. Sasanqua Camellia Recommended 10 0.6 Camellis sasanqua 17. Silky Stewartia Recommended 5 0.6 Stewartia malacodendron 18. Star Magnolia Recommended 10 0.6 Magnolia stellata 19. Taiwan Cherry Recommended 15 0.6 Prunus campanulata 20. Tea Olive Preferred 15 1.4 Osmanthus X fortunei 21. Tulip Tree Preferred 15 1.4 Magnolia X soulangiana 22. Yoshino Cherry Recommended 10 0.6 Prunus yoshino * Not in parking lots Attachment number 1Page 40 of 50 14 SECTION III TREES TO BE PLACED UNDER POWER LINES Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 1. American Hophornbeam Preferred 90 1.4 Ostrya Virginiana 2. American Hornbeam Preferred 90 1.4 Carpinus Caroliniana 3. American Yellowood Preferred 90 1.4 Cladrastis Kentukea 4. Carolina Silverbell Preferred 90 1.4 Halesia Carolina 5. Chinese Fringe Tree Preferred 90 2.0 Chionanthus Retusus 6. Chinese Pistache Preferred 90 1.4 Pistacia Chinensis 7. Fringe Tree Preferred 90 2.0 Chionanthus Virginicus 8. Goldenrain Tree Preferred 90 1.4 Koelreuteria Paniculata 9. Hawthorn Preferred 90 1.4 Crataegus Species 10. Japanese Dogwood Preferred 90 1.4 Cornus Kousa 11. Trident Maple Preferred 90 1.4 Acer Buergerianus 12. Crepe Myrtle Preferred 40 1.4 (except “Natchez” or “Fantasy”) Attachment number 1Page 41 of 50 15 SECTION III TREES TO BE PLACED UNDER HIGH TRAMSMISSION POWER LINES Quality Points Common Name Quality Points Factor for Scientific Name Quality Rating For Planting Retention 1. Cornus Florida Recommended 40 0.6 Dogwood 2. Lagerstroemia Indica Preferred 90 1.4 (Except Natchez or Fantasy) 3. Ilex Vomitoria Preferred 40 1.4 Shadow’s Female Yaupon Holly 4. Ilex Fosteri Preferred 40 1.4 Foster Holley *** Not recommended for parking lots or streetyards Attachment number 1Page 42 of 50 16 IV. TREE AND SITE RELATED DISTURBANCES A. Trees protection zones, exceptional trees or stands of trees designated to be saved must be protected from the following damages during all phases of land disturbances and construction processes, in order to qualify for Tree Quality Points. 1. Direct physical root damage. 2. Indirect root damage. 3. Trunk and crown disturbances. B. Direct physical root damage most frequently occurs during site clearing and grading operations where transport or feeder roots are cut, torn, or removed. 1. Transport and absorptive roots tend to tangle and fuse among the roots of adjacent trees, The removal of trees with heavy machinery along the outer periphery of a tree save area can result in considerable damage within the tree save area. 2. The most substantial form of physical root damage for all root types occurs in the form of cut roots. Roots are cut in grade reduction, or from trenching for underground utilities, sanitary sewer, or storm sewer lines. 3. A more subtle form of root damage is the loss of absorptive roots. Absorptive roots normally occur in the top four inches of soil, and can be damaged by any vehicular traffic. The stripping of top soil within a tree’s critical root zone can totally eliminate its feeder root system. Critical root zone is illustrated in illustration 3. C. Indirect root damage through site modification can result from positive grade changes, temporary storage of fill materials, the sedimentation of erosion materials, soil compaction, and soil chemical changes. 1. Grade changes from fill and sedimentation causes a decrease in soil oxygen levels. An increase in soil carbon dioxide and other toxic gases can also occur, leading to large areas of anaerobic conditions. Anaerobic soil conditions cause a decrease in the root respiration process which is essential for the uptake and transport of minerals and nutrients. 2. Anaerobic soil conditions are also produced soil compaction, the increase in soil bulk density with a decrease in soil pore space. Compacted soil is also impervious to root penetration, and thus inhibits root development. Soil compaction is generally caused by the weight and vibrations of heavy machinery, vehicle parking, and the storage of fill and/or construction materials within the critical roots zones of trees. 3. Changes in soil chemistry will adversely affect tree survival. The most frequent occurrence is the change (decrease) in soil acidity by concrete washout which is highly basic. The leakage or spillage of toxic material such as fuels or paints can be fatal to trees. Attachment number 1Page 43 of 50 17 Attachment number 1Page 44 of 50 18 D. Trunk and crown disturbances are generally mechanical in nature and are either caused directly by clearing and grading machinery, or indirectly by debris being cleared and falling into trees marked for protection. 1. Common forms of damages include stripped bark and cambium, split trunks, and broken limbs. 2. Damage also occurs from the posting of signs such as building permits, or survey markers on trees. 3. Indirect damage can be caused by the placement of burn holes or debris fires too close to trees. The possible range of damages include scorched trunks with some cambial dieback, the loss of foliage due to evaporative heat stress (leaf desiccation), and completely burned trunks and crowns. V. METHODS OF TREE PROTECTION A. Planning considerations. Tree space is the most critical factor in tree protection throughout the development process. The root systems of trees can easily extend beyond the drip line of the tree canopy. The root system within the drip line region is generally considered to be the critical root zone. (Illustration 3). Disturbance within this zone can directly affect a tree’s chances for survival. To protect these critical zones, the following standards shall apply: 1. The minimum Tree Protection Zone, shall be an area centered on each tree with a diameter in feet, equivalent to one and one half times the tree diameter in inches, measured at breast height (Illustration 1). Provided, however, in no case shall the area be less than the minimum Tree Protection Zone for a planted tree of the same species found on Table 1, Section VIII (G.7) in the Tree Ordinance for Richmond County, Georgia. 2. If more than one tree is included in one preserved area, the total minimum preserved area shall include the minimum Tree Protection Zone for each tree in the preserved area. 3. For initial clearing of the site, an additional area of not less than twenty feet (20) in width shall be added to the perimeter of the Tree Protection Zones until approved tree protection devices are erected. 4. Layout of the project site utility and grading plans should accommodate the required Tree Protection Zones. Utilities must be placed along corridors between Tree Protection Zones. 5. Construction site activities such as parking, materials storage, concrete washout, burn hole placement, etc… shall be arranged so as to prevent disturbances within the Tree Protection Zones. Attachment number 1Page 45 of 50 19 6. No disturbances shall cover within the Tree Protection Zone of trees or stands of trees without prior approval by the Department of Public Works. B. Protective Barriers 1. The minimum tree protection device shall be a fence constructed at and around the perimeter of the Tree Protection Zone. Minimum fence height shall be four feet (4) (Illustration 4). The Administrator shall approve protective fencing which provides an adequate level of protection. 2. Tree protection devices shall be erected as soon as practical prior to the start of construction and shall remain in place until final inspection and approval of the project. Broken or dislodged tree protection devices shall be immediately repaired. 3. All Tree Protection Zones should be designated as such with “Tree Protection Zone” signs posted visibly on all sides of the fenced in areas. These signs are intended to inform subcontractors of the tree protection process. Signs requesting subcontractor cooperation compliance with tree protection standards are recommended for site entrances. 4. All designated Tree Protection Zones must be protected from the sedimentation of erosion material. a) Silt screening must be placed along the outer uphill edge of the Tree Protection Zone. Minimum fence height shall be four feet (4) (Illustration 4). The Administrator shall approve protective fencing which provides an adequate level of protection. b) Tree protection devices shall be erected as soon as practical prior to the start of construction and shall remain in place until final inspection and approval of the project. Broken or dislodged tree protection devices shall be immediately repaired. 5. All tree fencing and erosion control barriers must be installed prior to and maintained throughout the land disturbance process, and should not be removed until landscaping is installed. Attachment number 1Page 46 of 50 20 Attachment number 1Page 47 of 50 21 VI. STANDARDS FOR REMEDIAL TREE CARE Refer to the following publications for remedial tree care: 1. Shigo, Alex L., Modern Arboriculture, Shigo and Trees, Associates, 1991 2. Tree Establishment and Protection Manual You can find a copy at the following offices in Augusta, GA: a) Georgia Forestry Commission 2615 Tobacco Road Hephzibah, Georgia 30815 706-771-4922 b) Augusta-Richmond County Planning Commission 525 Telfair Street Augusta, Georgia 30901 706-821-1796 c) University of Georgia Extension Service 602 Greene Street Augusta, Georgia 30901 706-821-2349 VII. STANDARDS FOR SELECTING QUALITY PLANTING STOCK Refer to the following publication for selection quality planting stock: American Standard for Nursery Stock, American Association of Nurserymen, Inc., ANSI Z60.1,1986 VIII. TRANSPLANTING STANDARDS Refer to the following publications for transplanting information: 1. Tree and Shrub Transplanting Manual, International Society of Arboriculture, 1990, revision. 2. Tree Establishment and Protection Manual This manual can be found at the referenced offices in Section VI, 2. Attachment number 1Page 48 of 50 22 IX. CRITERIA FOR LANDMARK TREES. The designation of a Landmark Tree shall be based upon an evaluation of the tree in relation to the criteria set forth: 1. The tree is demonstrated to have an association with a documented historical event, or is located on an historic site. 2. The tree has unusually high aesthetic value. 3. The tree is of unique character because of its age, species, variety, location, or because of the size and development of its crown, trunk, or main stem. 4. The tree is free of contagious diseases, pests and other serious injury. 5. The tree has a life expectancy of more than ten years. 6. The tree is free from structural defects which would present a hazard to the public. Attachment number 1Page 49 of 50 23 APPENDIX TECHNICAL TERMS 1. Cambium – Tissue within the woody portion of trees and shrubs which gives rise to the woody water and nutrient conducting system, and the energy substrate transport system in trees. Cambium growth activity results in a tree’s radial development, i.e. increase in diameter. 2. Cambial dieback – The irreparable radial or vertical interruption of a tree’s cambium, usually caused by mechanical damage, such as “skinning bark”, or from excessive heat. 3. Absorptive roots – A complex system of small annual roots growing outward and predominantly upward from the system of transport roots. These roots branch four or more times to form fans or mats of thousands of fine, short, non-woody tips. Many of these small roots and their multiple tips are 0.2 to 1 mm or less in diameter and less than 2 mm long. These roots constitute the major fraction of a tree’s root system surface area, and are the primary sites of absorption of water and nutrients. 4. Root collar – The point of attachment of major woody roots to the tree trunk, usually at or near the ground line and associated with a marked swelling of the tree trunk. 5. Root respiration – An active process occurring throughout the absorptive root system of trees, and involving the consumption of oxygen and sugars with the release of energy and carbon-dioxide. Root respiration facilitates the uptake and transport of minerals and nutrients essential for tree survival. 6. Soil compaction – A change in soil physical properties which includes an increase in soil weight per unit volume, and a decrease in soil pore space. Soil compaction is caused by repeated vibrations, frequent traffic and weight. As related to tree roots, compacted soil can cause physical damage, a decrease in soil oxygen levels and an increase in toxic gases, and can be impervious to new root development. Attachment number 1Page 50 of 50 Commission Meeting Agenda 1/18/2011 5:00 PM USGS Agreement for Ground Water Monitoring January-December 2011 Department:Tom Wiedmeier PE, Director Utilities Department Caption:Authorize the execution of an agreement with the U. S. Department of the Interior U. S. Geological Survey (USGS) for the operation, modeling, and analyzing of monitoring wells to investigate water levels and water quality for Augusta’s Groundwater Production Facilities in the amount not to exceed of $89,412. Background:Monitoring ground-water levels and quality is important for protection and effective management of our water resources. The Augusta water supply at our three Ground Water Production Facilities draws water from the Dublin- Midville aquifer system. The monitoring program being proposed will provide valuable information needed to continue to protect Augusta’s water source. Analysis:The proposed program is to continue monitoring the current ground-water levels, flow directions, and water quality in the Dublin –Midville aquifer system up gradient of Wellfield #1, Wellfield #2 and Wellfield #3. The data gathered from the monitoring program will provide information to support water-management and water quality protection at our production facilities. This proposal also includes a ground water modeling component. Financial Impact:Funds for this authorization can be charged to: 506043530-5213119 Alternatives:No alternatives are recommended. Recommendation:We recommend the Commission authorize the execution of an agreement with the U. S. Department of the Interior U. S. Geological Survey (USGS) for the operation, modeling, and analyzing of monitoring wells to investigate water levels and water quality for Augusta’s Groundwater Production Facilities in the amount not to exceed of $89,412. Funds are Available in the Following Accounts: 506043530-5213119 REVIEWED AND APPROVED BY: Finance. Cover Memo Procurement. Law. Administrator. Clerk of Commission Cover Memo Commission Meeting Agenda 1/18/2011 5:00 PM Minutes Department:Clerk of Commission Caption:Motion to approve the minutes of the regular meeting of the Commission held January 4, 2011. Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Commission Meeting Agenda 1/18/2011 5:00 PM 2011 Budget Resolution Department: Caption:Motion to approve 2011 Budget Resolution. Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo Attachment number 1Page 1 of 2 Attachment number 1Page 2 of 2 Commission Meeting Agenda 1/18/2011 5:00 PM Affidavit Department:Clerk of Commission Caption:Motion to authorize execution by the Mayor of the affidavit of compliance with Georgia's Open Meeting Act. Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Cover Memo