HomeMy WebLinkAboutWORK ORDER - RFP - 7148 ENERGY SERVICES TECHNICAL CONSULTANT (9)Req. # y 3/ 8 8
Entered by: -5
Date: ) 1 Jag b2-
PURCHASE ORDER REQUISITION
FORT COLLINS UTILITIES
Vendor The Brendle Group
(130469)
Address 212 W Mulberry
Fort Collins CO 80524
QTY. DESCRIPTION UNIT I TOTAL I CHARGE NUMBER
1 Energy Services Technical $30,000.00 13000000.521210.9080.13000602.c
Assistance
WO #TBG-12-07
Comments Technical assistance for Energy Services DSM program
By
IV
Date TAuthorized By Date
I. If the record requested is not in the Utilities' custody or control, the person making
the request shall be promptly notified verbally of this fact, and in writing if requested
by the person, which notification shall state, if known, the reason for the absence of
the record, the location of the record, and what person has custody or control of the
requested record;
2. if the record requested is in the Utilities' custody or control, but the person requesting
the records is not entitled under Section 11 of this policy to inspect the record, the
person shall be promptly notified verbally of this fact, and, if the request was made in
writing, the response shall be made in writing. The notification shall state that the
person is not entitled to inspect the record under C.R.S. Section 24-72-204(3)(a)(IX);
3. If the record requested is in the Utilities' custody or control, readily available, and not
subject to other confidentiality restrictions, and the requesting person is entitled under
this policy to inspect the record, the record shall be promptly given to the person; or
4. If the record requested is in the Utilities' custody or control, is not readily available,
and the requesting person is entitled under this policy to inspect the record; the record
shall be given to the person within three (3) working days after the request, unless
there are "extenuating circumstances." If there are "extenuating circumstances," the
record shall then be given to the person within a total of ten (10) working days after
the request. "Extenuating circumstances" cannot be applied to a single, specifically
identified document, but apply only if:
a. The request is broadly stated encompassing all or substantially all of a large
category of records and the request is not specific enough for Utilities staff to
prepare or gather such records within three (3) working days; or
b. The request is broadly stated encompassing all or substantially. all of a large
category of records and Utilities staff is unable to prepare or gather such
records within three (3) working days because Utilities staff needs to devote
all or substantially all of its resources to meet an impending deadline or period
of peak demand either unique or not predicted to recur more frequently than
once a month.
V1. Fees and Charges
Fees and charges for making copies, searching and retrieving records, certifying records
shall be consistent with the Fort Collins City Clerk's Public Record Policy, as amended.
VII. Inspection Request Not Addressed by Policy
When an inspection request is received relating to a custumer's records and the request
does not appear to be addressed by this policy, the City Attorney's office should be contacted for
advice concerning how to respond to the request.
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Approved and adopted b .
B tons
Uulities Executive Director
/-712e .ea4ot— Z&V 2
Date of Approval and Adoption
TBG Work Order 10-2010 to of 10
EXHIBIT "A"
WORK ORDER FORM
PURSUANT TO AN AGREEMENT BETWEEN
THE CITY OF FORT COLLINS
AND
The Brendle Group
DATED: 11/12/2012
Work Order Number: TBG-12-07
Purchase Order Number:
Project Title: Energy Services Technical Assistance
Commencement Date: November 12, 2012
Completion Date: January 31, 2013
Maximum Fee: (time and reimbursable direct costs): $30,000
Project Description: Professional services to provide utility assessments, Climate Wise
Assessments, and technical assistance to commercial and industrial customers related to energy
efficiency and conservation.
Scope of Services:
The Scope of Work described below is intended to emphasize some of the services the Consultant
will be asked to perform and is not an all inclusive list:
Enerav Manaeement Technical Expertise
Provide analysis and recommendations on specialized processes, end -use, or technology applications
for commercial and/or industrial customers which may include, but is not limited to:
■ Commercial and/or industrial refrigeration systems;
■ Motor and drive systems;
■ Heating, Ventilation, and Air Conditioning (HVAC) systems and controls;
■ Mechanical and electrical system commissioning, testing and verification;
• Compressed air equipment and systems;
• Lighting equipment and controls;
• Power quality/power factor correction;
• Industrial processes - equipment, controls & systems;
• Installation and maintenance of monitoring and metering equipment;
• Development and review of computer energy models;
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Peak demand reduction and load shifting strategies; and,
Sub -consultants — consultant may be asked to subcontract with a consultant to bring additional
expertise to a specific project.
Energy Management Field Services
• Provide assessment and evaluation of efficiency potential of commercial buildings and industrial
facilities, including all electrical, mechanical systems and controls, and water;
• Provide assessment and evaluation of efficiency potential for Climate Wise partner commercial
buildings and industrial facilities, including all electrical, mechanical systems and controls,
water, solid waste, and transportation;
• Development and/or evaluation of project costs and energy savings for site -specific Energy
Efficiency Measures (EEMs);
• Development of new transportation and solid waste assessment sections for Climate Wise
partners,
• Provide assessment reports utilizing Utilities process and report templates;
• Support efficiency projects by identifying EEMs, analyzing and documenting savings, writing
performance specifications, evaluating proposals and utility incentive potential;
• Provide support for lighting retrofit projects to address interior or exterior lighting qualitative
and quantitative issues;
• Plan and install end -use metering equipment to collect performance data for baseline
development, measurement and verification purposes and to assess efficiency potential;
• Delivery of Fort Collins Utilities demand side management services in accordance with existing
policies and guidelines.
Energy Management Program Support
■ Assist implementation planning for new or revised energy services programs targeting
commercial and industrial customers;
■ Assist development and maintenance of program and service delivery tools, such as tracking
systems, program manuals, software tools, etc.;
• Revision to and development of standard incentive calculations;
• Design and implementation of technical procedures; and,
■ Evaluation of new technologies - review of literature, performance verification on pilot projects,
savings calculations, specifications and generation of applied technical information for Fort
Collins Utilities staff.
m3G Work Order 10-2010 2 of 10
Pricing and Invoicing:
The cost of the work shall be based on a not -to -exceed total work order fee. The work shall be billed
on a per month basis of actual time and materials expended to complete the tasks. Work performed
and billed prior to August 1, 2012 shall be billed based on the 2010 hourly rates. Work performed
after August 1, 2012 shall:be billed based on the new 2012 hourly rates, included below.
The Brendle Group 2012 labor rates:
• Principal Engineer: $162/hr
• Senior Engineer: $135/hr
• Engineer III: $90/hr
• Engineering II: $78/hr
• Engineer 1: $63/hr
• Program Manager II: $90/hr
• Program Manager I: $ 78/hr
• Engineering Intern: $50/hr
• Administrative Assistant: $50/hr
Terms and Conditions:
The consultant is bound to the following terms and conditions.
1) Confidentiality Exhibit "B".
2) Customer Records Policy Exhibit "C"
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Professional agrees to perform the services identified above and in compliance with the
attached forms in accordance with the terms and conditions contained herein and in the
Professional Services Agreement between the parties. In the event of a conflict between
or ambiguity in the terms of the Professional Services Agreement and this work order
(including the attached Exhibit forms) the Professional Services Agreement shall control.
The attached forms consisting of Exhibits B, C, consisting of Six (6) pages are hereby
accepted and incorporated herein, by this reference, and Notice to Proceed is hereby
given.
cc: Purchasing
Professional:
By:
Date:
City of Fort Collins
Submitted By:
Project Max ger
Date: o % 2%'20l 22
Reviewed 4--�'
Customer St-p4pes and Ad Manager
Date:
Approved by:
ities General Manager
Date:
Approved by:
Director of Purchasing & Risk Management
Date:
(if over $30,000.)
TBG Work Order 10-2010 4 of 10
EXHIBT "B"
CONFIDENTIALITY
IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the "City") .
pursuant to this Agreement (the "Agreement"), the Contractor hereby acknowledges that it has
been informed that the City has established policies and procedures with regard to the handling of
confidential information and other sensitive materials.
In consideration of access to certain information, data and material (hereinafter individually and
collectively, regardless of nature, referred to as "information") that are the property of and/or
relate to the City or its employees, customers or suppliers, which access is related to the
performance of services that the Contractor has agreed to perform, the Contractor hereby
acknowledges and agrees as follows:
That information that has or will come into its possession or knowledge in connection with the
performance of services for the City may be confidential and/or proprietary. The Contractor
agrees to treat as confidential (a) all information that is owned by the City, or that relates to the
business of the City ; or that is used by the City in carrying on business, and (b) all information
that is proprietary to a third party (including but not limited to customers and suppliers of the
City) . The Contractor shall not disclose any such information to any person not having a
legitimate need -to -know for purposes authorized by the City. Further, the Contractor shall not
use such information to obtain any economic or other benefit for itself, or any third party, except
as specifically authorized by the City.
The foregoing to the contrary notwithstanding, the Contractor understands that it shall have no
obligation under this Agreement with respect to information and material that (a) becomes
generally known to the public by publication or some means other than a breach of duty of this
Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the
request for such disclosure is proper and the disclosure does not exceed that which is required. In
the event of any disclosure under (b) above, the Contractor shall furnish a copy of this Agreement
to anyone to whom it is required to make such disclosure and shall promptly advise the City in
writing of each such disclosure.
In the event that the Contractor ceases to perform services for the City, or the City so requests for
any reason, the Contractor shall promptly return to the City any and all information described
hereinabove, including all copies, notes and/or summaries (handwritten or mechanically
produced) thereof, in its possession or control or as to which it otherwise has access.
The Contractor understands and agrees that the City's remedies at law for a breach of the
Contractor's obligations under this Confidentiality Agreement may be inadequate and that the
City shall, in the event of any such breach, be entitled to seek equitable relief (including without
limitation preliminary and permanent injunctive relief and specific performance) in addition to all
other remedies provided hereunder or available at law.
T13G Work Order 10.2010 5 of 10
EXHIBT "C"
Customer Records Policy —December 15, 2009
Purpose
Fort Collins Utilities is subject to the Colorado Open Records Act and Fort Collins
Municipal Code §26-26, which governs the accessibility of public records.
The purpose of this policy is to provide guidelines for Utilities' staff when deciding: (1)
when public inspection of customer records is allowed; (2) who is entitled to have access to these
records; and (3) how and when to respond to a records inspection request.
IL Restricted Records
Except as provided in Sections III. and IV. below, the Utilities shall not permit any
person to inspect any of the following records of its customers:
1. customer's name if in disclosing such name the.customer's address, telephone
number, e-mail address, personal information or personal habits can be linked to
the customer;
2. customer's address;
3. customer's telephone number(s);
4. customer's e-mail address(es);
5. customer's personal financial information, such as billing amounts, credit
information, and usage statistics; and
III. Unrestricted Records
person:
The following records of the Utilities' customers shall be subject to inspection by any
customer's name, provided giving such name does not link the customer to the
customer's address, telephone number, personal financial information or personal
habits; and
2. any of the customer's records when provided for inspection in an aggregate or
statistical form that prevents the customer from being linked to the customer's
address, telephone number, e-mail address, personal financial information or
personal habits.
IV. Persons Permitted Access
Only the following persons shall be permitted to inspect a customer's restricted records,
which are described in Section If. above:
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the customer;
2. any person designated by the customer in the Utilities' Release of Records
form as having the right to inspect the customer's records;
3. if the customer is a tenant, the customer's landlord, any property manager
hired by Ate landlord and any other person acting on behalf of the landlord
(if designated by the landlord in the Utilities' Release of Records form)
may have access to the customer's restricted records; however, access is
limited only to those records related to the rented premises that pertain to
the billed utility charges (paid or unpaid) or which pertain to the level of
electric usage (if such information is needed for electrical repairs or
improvements to such premises) and does not include any of the tenant's
personal credit, financial information or social security number;
4. a customer's parent if the customer is under the age of eighteen (18) or
under any kind of legal disability, such as mental incompetence;
5. any legal representative. of the customer duly appointed by a court, such as
a legal guardian or conservator;
6. if the customer is deceased, the personal representative of the customer's
estate; and
7. any of the following peace officers acting within the scope of their
authority and in furtherance of their duties as.peace officers and who
provide satisfactory evidence that the requested inspection is reasonably
related to their authority and duties as peace officers:
a. level I peace officers, as defined by State law (see, C.R.S. Section 18-
1-90113][1][1], which include the following peace officers who have
"basic peace office certification" from the Colorado peace Officers
Standards and Training Board: (1) police officers of any Colorado
town, city, or city and county; (2) undersheriffs and deputy sheriffs of
any Colorado county or city and county; (3) Colorado State Patrol
officers; (4) marshals of any Colorado town; and (5) security officers
of Colorado institutions of higher education, such as Colorado State
University;
b. level la peace officers, as defined by State law (see, C.R.S. Section 18-
1-90I[31[I)[II][A]), which include the following peace officers; (1) the
sheriff of any Colorado county or city and county; (2) the district
attorney, assistant district attorney, deputy district attorney and special
deputy district attorney of any Colorado judicial district; (3) the
Colorado Attorney General and Deputy Attorney General, and any
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deputy or assistant attorney general assigned a law enforcement
function in the Attorney General's Office; (4) an authorized
investigator of any county attorney of a Colorado judicial district, of
the Colorado Attorney General, or of the executive director of the
Colorado Department of Public Safety; (5) agents of the Colorado
Bureau of investigation; (6) parole officers and community program
agents of the Colorado Department of Corrections' Division of Adult
Services (7) the inspector general of the Colorado Department of
Corrections and any authorized investigator of the inspection general;
and (8) officers of the Southern Ute Indian and Ute Mountain Indian
police forces who have "basic peace officer certification: from the
Colorado Peace Officers Standards and Training Board; and
level It peace officers, and defined by State law (see, C.R.S. Section .
18-1-901 [3)[tj[IIq, which include the following peace officers: (1)
inspectors of the Colorado Department of Revenue's Liquor
Enforcement Division; (2) investigators of the Colorado Department of
Revenue's State Lottery Division (3) investigators of the Colorado
Department of Revenue's Division of Gaming; (4) the director of the
Colorado Department of Revenue's Division of Gaming; (5) the
executive director of the Colorado Department of Revenue when
conducting an investigation related to gaming; (6) any fire arson
investigator appointed by the chief of any fire department if approved
by the sheriff or chief of police of the jurisdiction in which the fire
investigator performs duties; (7) any officer, guard or supervisory
employee of the Colorado Department of Corrections; (8) a security
guard employed by the State of Colorado; (9) security officers of the
State of Colorado; (10) district wildlife managers and special district
wildlife managers of the Colorado Division of Wildlife; (11) parks and
recreation officers of the Colorado Department of Parks and Outdoor
Recreation; (12) investigators of the Colorado Department of Racing
Events and their supervisors, including the director of the Colorado
Division of Racing Events; and (13) railroad peace officers employed
by a railroad corporation to investigate offenses against the railroad
corporation.
V. Responding to Record Inspection Request
Except for verbal requests for routine and clearly identified records that can be quickly
and efficiently produced for immediate inspection or copying, all requests for inspection or
copying of public records must be in writing and must be specific as to the record requested.
When a request is received to inspect a customer's records, it shall he responded to in one of the
following ways.
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