HomeMy WebLinkAboutWORK ORDER - PURCHASE ORDER - 9180211WORK ORDER
PURSUANT TO AN AGREEMENT BETWEEN
THE CITY OF FORT COLLINS
AND
KATHLEEN FORTENBERRY DBA FORTENBERRY & ASSOCIATES
DATED: 1/5/2018
Work Order Number: 03
Purchase Order Number:
Project Title: Utilities Records Assessment Consulting Services Project
Original Bid/RFP Project Number & Name: 8333 Utilities Records Management Consulting Services
Commencement Date: 1/1/2018
Completion Date: 8/21/2018
Maximum Fee: (time and reimbursable direct costs): $11,850
Project Description: 8333 Utilities Records Management Consulting Services
Scope of Services: See attached
Professional agrees to perform the services
identified above and on 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 forms) the
Professional Services Agreement shall control.
The attached forms consisting of ( )
pages are hereby accepted and incorporated
herein, by this reference, and Notice to Proceed is
hereby given.
Professional
By:_______________________________
Date:_____________________________
City of Fort Collins
By:_________________________________
Project Manager/Utilities Executive Director
Date: ______________________________
By: ____N/A___________________________
Gerry Paul
Director of Purchasing and Risk Management
(over $60,000.00)
Date: _ _N/A_________________________
DocuSign Envelope ID: 1B8372EA-6E1B-41BD-89FE-0D6CE91BB3B2
1/5/2018 1/5/2018
1/5/2018
Page 1 of 1
2018 WORK ORDER #3 SCOPE OF WORK – 8333 UTILITIES RECORDS ASSESSMENT CONSULTING
PROJECT
92 consultant hours + $350 estimated travel costs. Trips to Fort Collins: anticipate two visits yet to be
scheduled to meet with Utilities Executive Director (UED) in Central Records Office (at his request) and
to present final recommendations to UED and Senior Staff. Potential exists for overnight stays.
Hours - 92 (estimated) x $125.00/hour = $11,500
Anticipated travel expenses for on-site work = $350.00
TOTAL: WO 3 (2018) = $11,850.00
Tasks to be completed during Work Order #3: Continue to finalize records assessments and retention
details for all Utilities service units/departments (Light & Power; Water Resources & Treatment;
Water Engineering & Field Services; Customer Connections; Strategic Finance; Safety; and Utilities
Management.
Conduct follow-up phone calls with employees to complete final details for records
assessments. Potential exists that some of these follow-up conversations may be best
approached by bringing consultant on-site again.
Independent home office work by consultant: Work the records information for all Utilities
work groups as listed above through to completion. Work with City Project Manager to finalize
project.
Prepare for final recommendations presentation to Utilities Executive Director and Senior Staff.
DocuSign Envelope ID: 1B8372EA-6E1B-41BD-89FE-0D6CE91BB3B2