The URL can be used to link to this page

Home My WebLink AboutCORRESPONDENCE - PURCHASE ORDER - 9183487Utilities Work Order Form Official Purchasing Form Last updated 10/2017 WORK ORDER PURSUANT TO A MASTER AGREEMENT BETWEEN THE CITY OF FORT COLLINS AND BRENDLE GROUP WORK ORDER NUMBER: 1 PROJECT TITLE: On-Call Technical Support to Fort Collins Utilities MASTER AGREEMENT EFFECTIVE DATE: June 15, 2017 OWNER’S REPRESENTATIVE: Brian Tholl WORK ORDER COMMENCEMENT DATE: June 15, 2018 WORK ORDER COMPLETION DATE: December 31, 2018 MAXIMUM FEE: (time and reimbursable direct costs): $15,000 PROJECT DESCRIPTION/SCOPE OF SERVICES: See Exhibit A – Scope of Services. Service Provider agrees to perform the services identified above and on the attached forms in accordance with the terms and conditions contained herein and in the Master Agreement between the parties. In the event of a conflict between or ambiguity in the terms of the Master Agreement and this Work Order (including the attached forms) the Master Agreement shall control. The attached forms consisting of four (4) pages are hereby accepted and incorporated herein, by this reference, and Notice to Proceed is hereby given after all parties have signed this document. SERVICE PROVIDER: Brendle Group By: Date: Name: Judy Dorsey Title: President DocuSign Envelope ID: 11FFA2BC-591C-4ED2-84E6-CF8E4084166C 6/7/2018 Utilities Work Order Form Official Purchasing Form Last updated 10/2017 OWNER’S ACCEPTANCE & EXECUTION: This Work Order and the attached Contract Documents are hereby accepted and incorporated herein by this reference. ACCEPTANCE: Date: Brian Tholl, Project Manager REVIEWED: Date: Marisa Donegon, Buyer APPROVED AS TO FORM: Date: Name,City Attorney's Title (if greater than $1,000,000) ACCEPTANCE: Date: John Phelan, Energy Services Manager ACCEPTANCE: Date: Kevin Gertig, Utilities Executive Director (if greater than $1,000,000) ACCEPTANCE: Date: Gerry Paul, Purchasing Director (if greater than $60,000) ACCEPTANCE: Date: Darin Atteberry, City Manager (if greater than $1,000,000) ATTEST: Date: City Clerk (if greater than $1,000,000) DocuSign Envelope ID: 11FFA2BC-591C-4ED2-84E6-CF8E4084166C 6/7/2018 6/7/2018 6/7/2018 Utilities Work Order Form Official Purchasing Form Last updated 10/2017 ATTACHMENT A WORK ORDER SCOPE OF SERVICES Project Description: Professional services to provide energy planning and data analysis to Fort Collins Utilities (FCU) in coordination with and to support Fort Collins Utilities’ Partners in Energy efforts. Scope of Work: Brendle Group will support FCU in addressing combined utility data questions that arise from but are not directly supported by Partners in Energy. Currently, through Partners in Energy, Brendle Group is providing FCU aggregated natural gas consumption and conservation data. However, it may be helpful to FCU to get more specific insight into sectors, customer types, matching between natural gas and electricity, and actual savings performance while maintaining adherence to customer data privacy rules. Brendle Group is in a unique position to provide additional data analysis in collaboration with FCU and Xcel Energy as a third-party contractor to each for this endeavor. Specific tasks anticipated to be completed as part of this agreement will support efforts to match and track customer electricity data with natural gas data related to demand side management program efforts underway with FCU and Xcel Energy. Task topics may include, but are not limited to the following:  Task 1: Data transfer coordination and support: Brendle Group to support establishing a process for Efficiency Works Homes program to obtain customer natural gas usage for efficiency program participants for whom FCU has received a signed customer release. This work is to be billed to Utilities when it exceeds the support offered by Xcel. Deliverable: A documented work flow and process established with Xcel Energy that is mutually agreed upon by both parties to exchange customer data when programs obtain an Xcel Energy Consent to Disclose Utility Customer Data form. Target delivery timeline of August 31, 2018.  Task 2: Customer sector analysis: Brendle Group to complete additional analysis of program participation across market segments. Aligning market potential analysis from FCU with participation in existing Xcel Energy gas programs will help inform Fort Collins Energy Policy and Climate Action Plan goals. Deliverable: Completed Microsoft Excel spreadsheet with aggregated results for premises identified by Xcel Energy or FCU. Target delivery timeline of November 2, 2018.  Task 3: Program collaboration: The Partners in Energy effort has aligned several program outreach and engagement tactics in the first year. This task will focus on assisting program managers across both utilities in finding efficiencies in targeting new participants across the Fort Collins community. This collaboration could include work on DocuSign Envelope ID: 11FFA2BC-591C-4ED2-84E6-CF8E4084166C Utilities Work Order Form Official Purchasing Form Last updated 10/2017 commercial programs, residential programs, indirect programs or marketing & outreach developments for programs. Deliverable: Brendle Group will facilitate discussions between Utility stakeholders and quantify likely energy savings outcomes as a result of the program. Target delivery of December 14, 2018.  Task 4: Project verification analysis: Brendle Group will be asked to support the analysis associated with comparing pre- and post- project electric and/or natural gas usage for specific projects to develop a better understanding on potential DSM natural gas achievement in the community. Deliverable: Brendle Group will develop a savings spreadsheet that shows average actual energy savings resulting from efficiency projects, which will help develop strategy in informing our energy savings assumptions for DSM programs. Target delivery of December 15, 2018 Timeline: Start Date: June 15, 2018 End Date: December 31, 2018 DocuSign Envelope ID: 11FFA2BC-591C-4ED2-84E6-CF8E4084166C Utilities Work Order Form Official Purchasing Form Last updated 10/2017 ATTACHMENT B WORK ORDER COST DETAIL Professional Services Not to Exceed Fee: $15,000 Pricing and Invoicing: The work shall be billed on a per month basis of actual time and materials expended to complete the tasks. Work performed shall be billed based on Brendle Group’s hourly rates as indicated in the 2017 rates as identified in the Professional Services Agreement. Other direct costs (ODCs) will be billed at actual cost. Mileage for personal vehicle travel greater than 15 miles from Brendle Group’s Fort Collins, CO office will be charged at the current IRS reimbursable vehicle mileage rate. DocuSign Envelope ID: 11FFA2BC-591C-4ED2-84E6-CF8E4084166C Utilities Work Order Form Official Purchasing Form Last updated 10/2017 ATTACHMENT C CERTIFICATE OF INSURANCE CONTRACTOR shall submit Certificate of Insurance in compliance with the Contract Documents. DocuSign Envelope ID: 11FFA2BC-591C-4ED2-84E6-CF8E4084166C