HomeMy WebLinkAbout582379 RESEARCH INTO ACTION INC - INSURANCE CERTIFICATE (2)Official Purchasing Document
Last updated 10/2017
CHANGE ORDER
NO. 1
PROJECT TITLE: Commercial & Residential Energy Programs Evaluation
SERVICE PROVIDER: Opinion Dynamics (previously Research Into Action)
PO NUMBER: 9183441
DESCRIPTION:
Opinion Dynamics was selected as a third party through a competitive RFP (8433 is
evaluating the energy and water saving programs administered by City of Fort Collins
Utilities.
1. Reason for Change: Task 6 (Home Energy Reports Advising) identified within work order
#2 with the vendor was delayed due to Utilities resources. The Home Utility Reports RFP
was delayed until May 2019, precluding the opportunity for the vendor to provide these
services.
2. Description of Change: The scope of Task 6 within work order #2 is outlined in more
detail in the attached SOW in Exhibit A. Now that we have a number of responses from the
Home Utility Reports RFP, we have been able to detail Utilities consulting needs in more
detail.
3. Change in Price: With a more detailed SOW, Utilities worked with vendor, resulting in
increase of $16,200 (Not to exceed based on T&M billing)
4. Change in Time: This project will be extended for 1 year, ending 2/28/2020.
ORIGINAL CONTRACT PRICE $ 168,227.00
TOTAL APPROVED CHANGE ORDER $16,200.00
TOTAL PENDING CHANGE ORDER .00
TOTAL THIS CHANGE ORDER $16,200.00
TOTAL % OF THIS CHANGE ORDER 9.4%
TOTAL C.O.% OF ORIGINAL CONTRACT %
ADJUSTED CONTRACT COST $ 184,427.00
SERVICE PROVIDER: Date:
Marjorie McRae, Executive Consultant
ACCEPTANCE: Date:
Brian Tholl, Project Manager
REVIEWED: Date:
DocuSign Envelope ID: 7459D559-2EAC-46FD-9DA9-4D46FB84C588
5/24/2019
5/31/2019
6/2/2019
Official Purchasing Document
Last updated 10/2017
Marisa Donegon, Buyer
DocuSign Envelope ID: 7459D559-2EAC-46FD-9DA9-4D46FB84C588
Official Purchasing Document
Last updated 10/2017
EXHIBIT A
SCOPE OF WORK
During the evaluation of City of Fort Collins (City) Home Energy Reports (HER) program in
2017, Apex Analytics’ (Service Provider) noted that the current HER vendor is distributing HER
reports to the entire Fort Collins service territory. Conventional evaluation to quantity HER
program savings, as detailed in the Department of Energy’s Uniform Methods Project0F
1, requires
establishment of a control group of non-participants. By structuring the program in this manner,
though it offered the potential for more savings by casting the participation net wider, it also
meant there was no longer a control group and therefore no baseline group to establish energy
impacts.
As part of the Request for Proposals (RFP) process to select a new HER vendor, the City is
requiring that potential vendors provide their anticipated approach to the possible re-introduction
of control groups. In light of this change to program implementation, Service Provider will
provide guidance for the implementation of the non-participant control group.
The City is asking the Service Provider to assist in this RFP by completing the following tasks.
Task 1: RFP Review and Assistance
Service Provider will review up to 5 vendor-submitted proposals. Service Provider’s focus will be
on each vendor’s planned methods and guidance for the implementation of a non-participant
control group. The goal will be to assess the validity of the proposed implementation, across the
following metrics:
1) Thoroughness of sampling details and approach
2) Demonstrated knowledge of known or unknown issues with re-introduction (i.e., savings
persistence, opt-outs)
3) Feasibility of approach, including rationale for importance
Service Provider will provide written questions to City Project Manager by June 7, 2019, which
will be provided to the vendors the City plans to interview as part of this RFP. Service Provider
will spend up to 3 hours per proposal for review of the above metrics and generation of
questions.
1 Department of Energy, National Renewable Energy Laboratory, Chapter 17, Residential Behavior Evaluation
Protocol https://www.nrel.gov/docs/fy17osti/68573.pdf
DocuSign Envelope ID: 7459D559-2EAC-46FD-9DA9-4D46FB84C588
Official Purchasing Document
Last updated 10/2017
Task 2: Consult to evaluate control group and provide ongoing support for control group
monitoring
After the City awards the RFP Service Provider will continue to advise the City during the
implementation of the HER control group. Potential activities include reviewing sampling plans
and any stratification (across home types, income types, neighborhood mapping). Service
Provider will help identify any potential issues with bias, or considerations with respect to prior
program experience and savings persistence. Anticipated activities may include attending
meetings (via webinar), reviewing memos, and assessing tracking databases. Service Provider
will spend up to 30 hours for each of the primary consultants, Noah Lieb and Jon Koliner, with
oversight of tasks from Scott Dimetrosky.
DocuSign Envelope ID: 7459D559-2EAC-46FD-9DA9-4D46FB84C588
Official Purchasing Document
Last updated 10/2017
EXHIBIT B
COMPENSATION
Service Provider will bill the City on a T&M basis for review of materials provided. Invoices will
be sent on a monthly basis.
Staff Rate Task 1: RFP review
Task 2: Ongoing
consulting and support
Noah Lieb $170 15 30
Jon Koliner $170 15 30
Scott Dimetrosky $225 2 2
Total Cost by Task $5,550 $10,650
Total Cost $16,200
DocuSign Envelope ID: 7459D559-2EAC-46FD-9DA9-4D46FB84C588