HomeMy WebLinkAboutC2010-237 - 7/20/2010 - ApprovedCITY OF CORPUS CHRISTI
CONTRACT FOR PROFESSIONAL SERVICES
The City of Corpus Christi, a Texas home rule municipal corporation, P.O. Box 9277,
Corpus Christi, Nueces County, Texas 78469-9277 (City) acting through its duly authorized
City Manager or Designee and HDR Engineering, Inc., a Nebraska corporation, 8404
Indian Hills Drive, Omaha, Nebraska, 68114, with offices at 555 N. Carancahua St., Suite
1650, Corpus Christi, TX 78401 (ArchitectlEngineer - AlE), hereby agree as follows:
1. SCOPE OF PROJECT (Ener Efficienc and Conservation Block Grant Pro ram
-Project Implementation. Project Nrumber 4391)
The City of Corpus Christi has been allocated over $2.7M in Energy Efficiency and
Conservation Block Grant {EECBG) funds from the Department of Energy (DOE). An
Energy Efficiency and Conservation Strategy (EEGs) has been prepared that includes
eight additional projects to be supported with EECBG funds. This project will implement
the eight EECS projects and assist the City in performance monitoring and regular
reporting to the DOE, as specified by the conditions of the grant.
2. SCOPE OF SERVICES
The AIE hereby agrees, at its own expense, to perform design services necessary to
review and prepare plans, specifications, and bid and contract documents. In addition, AIE
will provide monthly status updates (project progress or delays, gantt charts presented with
monthly invoices) and provide contract administration services, as described in ExhibitA,
to complete the Project. Work will not begin on Additional Services until requested by the
AIE (provide breakdown of costs, schedules), and written authorization is provided by the
Director of Engineering Services.
AIE services will be "Services for Construction Projects"- (Basic Services for Construction
Projects") which are shown and are in accordance with "Professional Engineering Services-
A Guide to the Selection and Negotiation Process, 1993" a joint publication of the
Consulting Engineer's Council of Texas and Texas Society of Professional Engineers. For
purposes of this contract, certain services listed in this publication as Additional Services
will be considered as Basic Services. The summary of these tasks and services is as
follows:
3. ORDER.OF SERVICES
The AIE agrees to begin work an those authorized Basic Services far this contract upon
receipt of the Notice to Proceed from the Director of Engineering Services. Work will not
begin on any phase or any Additional Services until requested in writing by the AIE and
written authorization is provided by the Director of Engineering Services. The anticipated
schedule of the preliminary phase, design phase, bid phase, and construction phase is
shown on Exhibit A. This schedule is not to be inclusive of all additional time that may be
required for review by the City staff and may be amended by or with the concurrence of the
Director of Engineering Services.
2U1Q-237
M2010-181
07/20/10
HDR Engineering
Contract for Engineering (AIE) Services
Page 1 of 3
INDEXED
The Director of Engineering Services may direct the AIE to undertake additional services or
tasks provided that no increase in fee is required. Services or tasks requiring an increase
of fee will be mutually agreed and evidenced in writing as an amendment to this contract.
AIE shall notify the City of Corpus Christi within three (3}days of notice if tasks requested
requires an additional fee.
4. MANDATORY REQUIREMENTS
AIE agrees to the mandatory contract and insurance requirements as set forth in Exhibit
B.
5. FEE
The City will pay the AIE a fee, as described in Exhibit A, for providing services
authorized. Monthly invoices will be submitted in accordance with Exhibit D.
6. TERMINATION OF CONTRACT
The City may, at any time, with or without cause, terminate this contract upon seven days
written notice to the AIE at the address of record. In this event, the AIE will be
compensated for its services on all stages authorized based upon AIE and City's estimate
of the proportion of the total services actually completed at the time of termination.
7. LOCAL PARTICIPATION
The Ci#y Council's stated policy is that City expenditures on contracts for professional
services be of maximum benefit to the local economy. The AIE agrees to the extent
possible the work described herein will be performed by a labor force residing within the
Corpus Christi Metropolitan Statistical Area (MSA).
8. ASSIGNABILITY
The AIE will not assign, transfer or delegate any of its obligations or duties in this contract
to any other person without the prior written consent of the City, except for routine duties
delegated to personnel of the AIE staff. If the AIE is a partnership, then in the event of the
termination of the partnership, this contract will inure to the individual benefit of such
partner or partners as the City may designate. No part of the AIE fee maybe assigned in
advance of receipt by the AIE without written consent of the City.
The City will not pay the fees of expert or technical assistance and consultants unless such
employment, including the rate of compensation, has been approved in writing by the City.
9. OWNERSHIP OF DOCUMENTS
All documents including contract documents (plans and specifications), record drawings,
contractor's field data, and submittal data will be the sole property of the City, may not be
used again by the AIE without the express written consent of the Director of Engineering
Services. However, the AIE may use standard details that are not specific to this project.
The City agrees that any modification of the plans will be evidenced on the plans, and be
signed and sealed by a professional engineer prior to re-use of modified plans.
Contract for Engineering (AIE) Services
Page 2 of 3
10. DISCLOSURE OF INTEREST
AIE further agrees, in compliance with City of Corpus Christi Ordinance No. 17112, to
complete, as part of this contract, the Disclosure of Interests form attached hereto as
Exhibit C.
CITY OF ORPUS- HRISTI
By l~ ~~
Juan Per es Date
Assistant City Manager
RECOMMENDED
By ~~ so
Pete Anaya, P.E. Date
Director of Engineering Services
AT T
By 7~~~
Armando Chapa, Date
City Secretary
APPROVED AS TO FORM
HDR ENGINEER NG, INC.
By ~~a
Carl E. roll, P.E. Date
Vice President
555 N. Carancahua St., Suite 1650
Corpus Christi, TX 78401
(361) 857-2211 Office
(361) 857-7234 Fax
~~. At1THORiI.E~
„~r..,.,...,...r........~......... ,,.,.i,
SECIR CRY
Assistant ~ Attorney Date
Contract for Engineering (AIE) SeNices
Page 3 of 3
r
EXHIBIT A
ENERGY EFFICIENCY AND CONSERVATION BLOCK GRANT PROGRAM -
PROJECT IMPLEMENTATION
PROJECT N0.4391
I. BASIC SERVICES
Descriptions of the Energy Efficiency Conservation Strategy (EEGs} projects to be
implemented as part of this program and the AIE scope are outlined below:
A. Conduct Energy Audits and Retrofits of Municipal Buildings and Select
Facilitiesllnfrastructure
General Aguroach
The A/E will develop and implement a procurement process to select one or more
Energy Service Companies (ESCO} for the purpose of identifying (through an energy
audit) and then implementing energy conservation measures (ECMs}. AIE will also
assist with management and oversight of the ESCO program, including input on the
monitoring, verification and reporting as it relates to EECBG requirements and the City's
overall EECBG program.
Tasks
1. Project Management
• Meet with the City of Corpus Christi (City) to obtain necessary information and
establish project schedule; one (1 } meeting has been assumed for budget
purposes
• Provide weekly update to the City regarding the status of the project and tasks
completed
• Prepare and submit monthly invoices
• Quality control reviews
2. Develop an RFP and select one or more Energy Service Companies (ESCO) to
conduct energy
audits and identify and implement ECMs
• Conduct meeting with City staff to define goals and requirements for work to be
performed by ESCO (to be included in RFP)
• Develop draft RFP and submit to City for review and comments
• Develop final RFP and submit to City
• Assist City in publicationladvertisement of RFP
3. Assist with proposal review, ranking and recommendation of ESCO(s)
• Assist City in review proposals received and rank applicants
• Conduct one follow-up workshop with City staff to summarize applications and
discuss ranking and selection
4. Assist with negotiation of scope and contract terms for Energy Service Performance
Contract
(ESPC)
• Use baseline data collected during the development of the City's EECS to assist
the City in prioritizing the buildings, facilities, and infrastructure (e.g. street lights}
for audits and retrofits.
EXHIBIT "A"
Page 1 of 13
• Develop language for scope, schedule and contract terms and conditions to be
included in ESCO performance contract with the City
• Plan and host one scoping workshop with selected ESCO and City staff to:
^ share baseline energy data collected during EECS development
• recommendldiscusslselect priority buildingslfacilities for audit and retrofit
(minimum 5 buildingslfacilities}
• outline requirements for EECBG reporting including detailed summation
of DOE metrics and monitoring requirements to ESCO
^ establish protocols for collection of monitoring data far inclusion in
quarterly and annual reports
• Assist in negotiation of contract with ESCO, via one initial meeting with ESCO
and City, and supplemental electronicltelephone communication
• Prepare letter of recommendation for contract award
5. Manage the overall Energy Service Performance Contract (ESPC} process,
including input to
the terms of the monitoring, verification and reporting components of the energy
performance contract to be consistent with EECBG reporting, once an ESCO has
been selected,
• Provide on-going oversight of;
a. implementation of audits and retrofits
b. monitoringldata collection by ESCO to satisfy DOE requirements
• Plan and host one post-audit workshop with ESCO and City staff #o:
a. present {ESCO) audit findings
b. recommend priority retrofits for approval by City staff
Coordinate implementation of retrofits
6. Work with the City to develop strategies by which to capitalize on retrofits as staff
training
and public educationloutreach opportunities.
• Once retrofits have been identified andlor are underway, conduct one meeting
with ESCO and City staff to identify internal and public educationloutreach
opportunities
• Develop a report of recommended strategies (to be delivered to City) to be used
in deriving trainingleducationlou#reach benefit from retrofits being implemented
Deliverables
1. RFP to select ESCO
2. Draft and final Energy Service Performance Contract with scope, terms and conditions
3. Outreach and education report
4. Workshop and meeting agendas and minutes
B. Develop a Strategic Implementation Plan for Energy !~fficient Improvements for the
Water and Wastewater Departments
General Protect Approach
AIE will develop a detailed plan for phased implementation of priority energy saving
improvements at both water and wastewater facilities. Six wastewater treatment plants,
1 Q wastewater lift stations, one water treatment plant and four water storage pump
stations wit! be evaluated. A key part of our energy audits is thorough analysis of the
effects of overdesign on energy efficiency. Plants are designed to perform at maximum
EXHIBIT "A"
Page 2 of 13
flow and loading conditions. Unfortunately, most plants are not efficient at average
conditions. Our philosophy of identifying efficient operation at average conditions is
especially important, particularly for aeration facilities, which could be the largest energy
consumer at the plant. We will look at ideas that will incorporate flexibility into the design
so that your facility will use as little energy as possible. We will be carrying this "efficient
at average conditions" theme into your existing facility as we conduct the audit there.
Tasks
1. Project Management
• Meet with the City of Corpus Christi {City) to obtain necessary information and
establish project schedule; one (1) meeting has been assumed for budget
purposes
• Provide weekly update to the City regarding the status of the project and tasks
completed
• Prepare and submit monthly invoices
• Quality control reviews
2. Energy Consumption Inventory
AIE will prepare an inventory of energy uses by facility including master list of electric
motors that will be organized by process and will include such information as type of
service, number of operating units, unit horsepower, percentage of time utilized, and
estimated power consumption.
3. Collect and Review Data
A/E will review energy summaries for each facility. Data needed includes flows, kWh,
therms, billing demand, and energy cast for two years from each facility. Pump or
blower curves for key equipment are desirable. We will need the assistance from City
staff in obtaining his information. Ideally, we would like this information at least one
week before AIE visits the site to conduct field work.
4. Kick-off Meeting -This meeting will allow A/E and City staff to review the plan for field
work and subsequent activities. Topics to be discussed during this meeting include:
• Electrical and cost da#a.
Field activities.
• Schedule.
• Lines of communication.
• Introduction of project by City staff.
• City engineering and operations and maintenance (O&M) input on the project.
• Energy-related items that are "off limits" during investigations.
• Energy-related items or ideas that the City wants AIE to further investigate.
5. Field Inver#igations
Following the kick-off meeting, AIE will Conduct on-site facilities investigation of up to
6 wastewater treatment plants, 10 wastewater lift stations, 1 water treatment plant,
and 4 water storagelpump stations (over amulti-day period). Special emphasis will be
placed on operational changes and low cost changes. Energy ideas that require mare
expensive retrofits will also be investigated. We anticipate that the field work can begin
on the same day as the kick-off meeting (Task 2).
6. Workshop
Based on field work, AIE will develop ECMs and discuss them with staff in the relevant
departments. AIE will use a Total Quality Management (TQM) format to solicit
additional ideas from staff. ECMs will be reviewed and prioritized. Cost, savings,
EXHIBIT "A"
Page 3 of 7 3
simple payback, and affect on operations will be discussed. Impractical EGMs wilt then
be eliminated.
7. Preparation of ECMs
Based an discussions with your staff, a review of data, and data gathered during
facilities audits, AIE will prepare ECMs. The ECMs could include drive modifications,
operational and process changes, and pump modifications. We will discuss all ideas
and recommendations with City staff prior to submitting a draft report. ECMs will
include the energy conservation ideas, estimated construction cast, operational
impacts, and simple payback.
8. Draft strategic implementation plan for energy efficient improvements
AIE will prepare a draft strategic implementation plan for energy efficient
improvements will be prepared based on findings from facilities audits and the
prioritization of ECMs during the workshop with staff.
9. Conference Call
AIE will conduct a conference call with staff to discuss the draft report.
10. Final strategic implementation plan for energy efficient improvements
AIE will generate a comprehensive, phased strategic implementation plan for energy
efficient improvements that reflects staff's feedback on the draft implementation plan.
Deliverables
1. Meeting minutes and agendas
2. Draft and Final Strategic Implementation Plan for Energy Efficient Improvements
C. Traffic Signal Timing and Coordination -Not Authorized
Finalization of the approved list of intersections is required. The A/E will not proceed until the
final list of intersections is approved. The AIE will proceed only being authorized in writing by
the City Engineer or his designee.
General Approach
AIE wi[I develop and assist in implementing signal timing and coordination of
approximately 60% of the City's traffic signals {approximately 150 intersections) operated
by the City of Carpus Christi. The intersections and corridors to be included are outlined
on the attached Exhibit A-1, but pending final approval.
The goal will be to optimize the signal timing to provide efficient traffic progression along
the major arterials during the AM and PM peak periods. The optimized signal timing will
be implemented in the field with the help of City signal technician staff.
Tasks
1. Project Management
+ Mee# with the City of Corpus Christi (City) to obtain necessary information and
establish project schedule; one {1) meeting has been assumed far budget
purposes
Provide weekly update to the City regarding the status of the project and tasks
completed
Prepare and submit monthly invoices
Quality control reviews
EXHIBIT "A"
Page 4 of 13
2. Data Collection
• Obtain AM (7:00 to 9:00 AM} and PM {4:00 to 6:00 PM) peak period turning
movement counts at 150 intersections.
• Obtain travel time runs during the AM (7:00 to 9:00 AM} and PM (4:00 to 6:00
PM) peak periods to document existing travel time for each of the corridors.
• Obtain intersection figures to illustrate intersection geometry and existing signal
information.
• Obtain pictures of all approaches at intersections.
• Coordinate with City and TxDOT to obtain existing signal timing information.
• Review signal timing information data provided by CitylTxDOT.
• Meet with City and TxDOT to discuss signal timing data and clarify any
questions. One (1) meeting has been assumed far budget purposes. During this
meeting the City'sITxDOT's preference for critical signal timing parameters (such
as minimum green time, yellow time, red time, etc.} will be obtained.
• Review and summarize traffic count data in an excel spreadsheet for each
corridor.
• Conduct extensive field work at each of the 20 corridors to evaluate existing
traffic operations, existing signal timing, verify intersection geometry, and any
other features that would effect traffic signal operations.
3. Signal Timing Optimization
• Develop existing traffic models for each corridor far AM and PM peak hour
conditions. This will involve setting up the roadway network and inputting the
traffic volume and signal timing data. Synchro 7 a macro simulation model will be
used for developing the optimized signs! timing plans.
• Perform capacity analysis and calibrate the existing traffic model for the AM and
PM peak hour conditions to reflect existing traffic conditions.
• Summarize results of existing condition analysis. The Measure of Effectiveness
{MOE's) will include intersec#ion level of service (LOS), existing band width,
travel time runs, and network wide delay.
• Based on all comments received from CitylTxDOT, develop optimized signal
timing plans for each corridor for the AM and PM peak periods.
• Summarize results of the study in a draft technical memorandum and submit for
City's review.
• Meet with City to discuss results of the study. Ten (10) meetings are assumed
far budget purposes assuming that two corridors will be discussed at each
meeting,
• Coordinate to obtain comments from the CitylTxDOT.
• Finalize the technical memorandum incorporating all comments received from
the CitylTxDOT. Assuming 20 corridors, there wilt be a total of 20 technical
memorandum's summarizing the results of the study,
4. Signal Timing Implementation
• Meet with City signal technician staff to discuss format far signal #iming
implementation and schedule for implementation, One (1} meeting has been
assumed for budget purposes,
• Obtain a format from the City for presentation of the optimized signal timing data.
EXHIBIT "A"
Page 5 of 13
• Summarize AM and PM peak hour optimized signal timing data for each corridor
using the same format provided by the City for easy input into the controller
systems.
• Submit signal timing information to the City for implementation in the controller.
Deliverables
1. Final report summarizing AM and PM peak optimization signal timing data
2. Optimized signal #iming plans for each priority corridor
3. Signal timing information for implementation in the controller
D. Conversion of f=leet Vehicles to Compressed Natural Gas (CNG]
General Approach
The majority of this work will be accomplished by other entities. As detailed in Task I,
The A/E will assist with oversight, monitoring, and reporting.
E. Assist in establishing a rebate or voucher program for purchase of High I±fficiency
Toilets (HETs)
General Approach
The AIE will assist the City in the administration, operation, and marketing of the City's
HET Rebate Program.
Tasks
1. Project Management
• Meet with the City of Corpus Christi (City} to obtain necessary information and
establish project schedule; one (1) meeting has been assumed for budget
purposes
• Provide weekly update to the City regarding the sta#us of the project and tasks
completed
• Prepare and submit monthly invoices
• Quality control reviews
2. Program Planning and Development
• Identify available models and .resources for HET Rebate program creation,
implementation, and administration
• Plan and conduct up to 6 meetings with City staff ta:
a. define preferred model for program structure
b. establish opera#ing protocols for long-term program administration
+ Provide on-cal! support during program implementation
3. Program Marketing Assistance
• Assist staff in creating marketing strategy for rebate program
• Generate the content for marketing materials (ta be producedldistributed by the
city}
Deliverables
1. Program implementation guide, #o be developed in conjunction with City staff and
used to guide long-term administration of HET Rebate Program
2. Marketing strategy report
EXHIBIT "A"
Page 6 of 13
F. Expand Existing Incentive Program for Residential Construction Using Natural Gas
General Approach
The majority of this work will be accomplished by other entities. As detailed in Task I,
The A/E will assist with oversight, monitoring, and reporting.
G. Purchase Equipment to Use of Compressed Nitrogen to Fill Fleet Vehicle Tires
General Approach
The majority of this work will be accomplished by other en#ities. As de#ailed in Task I,
The AIE will assist with oversight, manitoring, and reporting.
H. Create an Integra#ed Community Sustainabifity Plan & Implementation Program
General Approach
The AIE will develop a comprehensive integrated community sustainability plan and
implementation program #hat focuses on three main areas: downtown redevelopment,
multi-modal transportation planning, and improvement of the City's planning and
development codes.
Tasks
1. Project Management
• Meet with the City of Corpus Christi (City) to obtain necessary information and
establish project schedule; one (1) meeting has been assumed far budget
purposes
• Provide weekly update to the City regarding the status of the project and tasks
comple#ed
• Prepare and submit mon#hly invoices
• Quality control reviews
2. Kick-Off Workshop
• Review efforts completed in SECS development
• Define Overall Project Goals
• Define Overall Project Schedule
o Key Meetings
o Key Deliverables
• Define Steering Committee
• Define Stakeholder Committee
• Define Public Outreach Program
• ReviewlTour Key Sites
3. Data Collection (Quantitative}
Elements
o AirlClimate
o Community Form
o Culture
o Economy
o Energy
o Environment
o Facilities
o Land Use
o Mobility
EXHIBIT "A"
Page 7 of 13
o Sustenance
o Waste
o Water
• Data Sources
• Metrics
• Current Conditions
• Changes Over Time
4. Data Mapping (Quantitative)
• Generalized Data
Specific Data
• GIS 1^ayers
• Current Conditions
• Changes Over Time
5. Data Analysis (Quantitative}
• Individual Elements
o Internal Analysis
Changes Over Time
o External Analysis
• Comparabies
^ National Averages
• Case Examples
• Overlapping Elements
o Internal Analysis
^ Changes Over Time
o External Analysis
^ Comparables
• National Averages
^ Case Examples
6. Data Summary (Quantitative}
• Current Conditions -12 Elements
o Comparables
o National Averages
o Case Examples
• Carrying Capacity -12 Elements
7. Data Collection (Qualitative}
• Client Meetings--one group meeting, up to eight (8) individual half-hour
interviews
• Steering Committee Interviews -one group meeting, up to sixteen {16)
individual half-hour interviews
• Stakeholder Interviews -one group meeting, up to eight (8) 50-minute small
group meetings
• Community Outreach
0
o Round Tables - up to eight (8} one-hour round table discussions with
selected community representatives
o Surveys
o Web-Based Data Collection
• Visioning Workshops
EXHIBIT "A"
Page8of13
o Steering Committee -one, two-hour workshop
o Stakeholders -one, two-hour workshop
a Community -one, three-hour workshop
• Mapping Exercises -associated with Visioning Workshops
8, Data Analysis (Qualitative}
• Compilation
o Interviews
o Round Tables
o Surveys
o Web-Based Materials
o Visioning Workshops
o Mapping Exercises
• Assessment
• Summary Document
9. Vision
• Qualitative and Quantitative Data Overlays
• Presentations
o Client -one two-hour meeting
o Steering Committee -one, two-hour meeting
o Stakeholders -one, two-hour meeting
^ At Client's discretion, Steering Committee and Stakeholder
meetings can be combined
o General Public- one, two-hour meeting
10. Back-casting
• Compare Vision with Quantitative Data Summary
• Project Time Frames (5, 1 D, 20, 50, 100 years)
• Backcast
• Establish Planning Program
11. Planning Process
• Review Planning Program
• Charrette Preparation
• Planning & Design Charrette
• Charrette Documen#
• Presentation
o Clients
o Steering Committee
o Stakeholders
12. Plan Draft
• Test Draft Plan Results
o Plan in General
0 12 Elements
o Interactions Among Elements
• Revise Plan
o Preliminary Policies
^ Implementation
^ Funding
^ Time Frame
o Preliminary Programs
EXHIBIT "A"
Page 9 of 13
^ Implementation
^ Funding
^ Time l=rame
o Preliminary Projects
^ . Implementation
^ Funding
^ Time Frame
o Preliminary Implementation Matrix
• Presentations
o Client
o Steering Committee
o Stakeholders
13. Final Plan
Prepare Final Plan
Prepare Final Implementation Matrix
Presentations
o Client
o Steering Committee
o Stakeholders
o General Public
Deliverables
1. Data Summary Document
2. Final Community Energy Efficiency Plan
3. Master implementation matrix
4. Workshop agendas and minutes
I. Perform necessary oversight, monitoring and reporting in accordance with DOE
Guidelines
General Approach
AIE will assist the City in establishing me#rics, monitoring and reporting for the
implementation of all projects in the City's EECBG Program. Efforks and deliverables will
be in compliance with the EECBG monitoring and reporting requirements, as defined in
the Federal Assistance Reporting Checklis#, DOE F 4600.2.
Tasks
1. Define metricslestablish data collection protocols
• Review Department of Energy (DOE) and Office of Management and Budget
{OMB} metrics and data reporting requirements for each project activity ca#egary;
establish minimum reporting requirements for each of 8 EECBG projects
• Plan and host 1 kickoff workshop wl City Points of Contact (POCs} to:
a. Review required metrics to be reported to DOE far each of 8 EECBG
projects
b. Define supplemental metrics
c. Establish protocols for data collection and delivery to central POC {far
delivery to DOE)
• Work with central POC to development of monitoring data collection tools and
templates to be used by project leads in respective departments
EXHIBIT "A"
Page 10 of 13
2. Provide long-term oversight and ongoing coordination
• Plan and host quarterly data delivery meeting with POCs for each (active) project
and with central POC responsible for reporting to DOE and OMB far full term of
grant period
• Provide an-call support for City POCs in implementing monitoring protocols
3. Project monitoring
• Collect and summarize information on funds spent and projected remaining
expenditures far each of the eight EECBG projects quarterly far the grant period
(up to three years}
• Calculate projected energy savings and summarize savings to date far each of
the eight EECBG projects quarterly for the grant period (up to three years}
• Collect and summarize information on funds spent and projected remaining
expenditures for the overall EECBG program annually for the grant period (up to
#hree years)
+ Calculate projected energy savings and summarize savings to date for the
overall EECBG program annually for the grant period {up to three years)
4. EECBG Reporting
• Prepare and submit, for the grant period (up to three years, 4 summaries for 3
years = 12 total), the requisite quarterly perFormance reports to DOE
• Prepare and submit, for the grant period (up to three years, 4 summaries for 3
years = 12 total), the requisite quarterly reports to OMB
• Prepare and submit, for the grant period {up to three years, 4 summaries far 3
years = 12 total), the requisite financial reports (SF-425) to DOE
Deliverables
1. Da#a collection tools (e.g. spreadsheets) to be developed in conjunction with City staff
and used (by City staff} in capturing monitoring data
2. Quarterly progress reports (to be delivered to DOE)
3. Quarterly reports (to be delivered to OMB }
4. Quarterly Financial report SF-425 (to be delivered to DOE}
II. SCHEDULE
PROPOSED PROJECT SCHEDULE
The following project schedule is proposed and may be modified during design
as mutually agreed upon by the City and the AIE.
PROJECT DURATION
(MONTHS)
A Conduct energy audits of municipal buildings and facilities 1$
to identify and implement priority improvements
B Develop a Strategic Implementation Plan for Energy
Efficient Improvements for the Water and Wastewater 5
Departments
C Traffic Signal Timing and Coordination 8
EXHIBIT "A"
Page 11 of 13
D Establish a Rebate Program for Purchase of High 0
Efficiency Toilets
E Expand CNG fueling infrastructure NIA
F Expand Existing Incentive Program for Residential NIA
Construction Using Nafiural Gas
G Purchase Equipment to Use of Compressed Nitrogen to NIA
Fleet Vehicle Tires
H Create an lntegrated Community Sustainability Pian & 18
lmplementation Program
I DURATION OF
Pertorm necessary oversight, monikoring and reporting in accordance CONTRACT (24
with DOE Guidelines, Months
anticipated}
111. FEES
A. Fee for Basic Services. The City will pay the AIE a fixed fee for providing for all
"Basic Services" authorized as per the table below. The fees for Basic Services will not
exceed those identified and will be full and total compensation far all services outlined
above, and for all expenses incurred in performing these services. The fee for this project
is subject to the availability of funds. The Engineer may be directed to suspend work
pending receipt and appropriation of funds. For services provided, AIE will submit
monthly statements far basic services rendered. The statement will be based upon AIE's
estimate (and City Concurrence) of the proportion of the total services actually completed
at the time of billing. Clty wil[ make prompt monthly payments in response to A!E's
monthly statements.
B. Summary of Fees
Fee for Basic Services
A Conduct energy audits of municipal buildings
and facilities to identify and implement 120,000.00
priority improvements
B Develop a Strategic Implementation Plan far
Energy Efficient Improvements for the Water 171,000.00
and Wastewater Departments
C Traffic Signal Timing and Coordination (Not
Authorized -finalization of intersection list 450,000.00
and issuance of notice to proceed required.)
D Establish a Rebate Program for Purchase of 25
000.00
High Efficiency Toilets ,
E Expand CNG fueling infrastructure O.ao
F Expand Existing Incentive Program for 0
00
Residential Construction Using Natural Gas .
EXHIBIT "A"
Page 12 of 13
G Purchase Equipment to Use of Compressed 0 00
Nitrogen to Fleet Vehicle Tires
H Create an Integrated Community
Sustaina5ility Plan & Implementation 635,000.00
Program
1 Perform necessary oversight, monitoring and 70,000.00
re ortin in accordance with DOE Guidelines.
Total Fee $1,471,000.00
EXHIBIT "A"
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Exhibit B
Mandatory Requirements
{Revised September, 2001)
INSURANCE REQUIREMENT5
CONSULTANT LIABILITY INSURANCE
A. The Consultant shall not commence work under this Agreement until helshe has
obtained all insurance required herein and such insurance has been approved by the
City. Nor shall the Consultant allow any subconsultant to commence work until al!
similar insurance required of the subconsultant has been so obtained.
B. The Consultant shall furnish two t"2) copies of certificates, with the City named as an
additional insured, showing the following minimum coverage in an insurance company
acceptable to the City.
TYPE OF INSURANCE MINIMUM INSURANCE COVERAGE
30-Day Notice of Cancellation required on all Bodily Injury and Property Damage
certificates
Commercial General Liabili#y including: $2,000,000 COMBINED SINGLE LIMIT
1. Commercial Form
2. Premises -Operations
3. Explosion and Collapse Hazard
4. Underground Hazard
5, Products) Completed Operations Hazard
6. Contractuallnsurance
7. Broad )=orm Property Damage
8. Independent Consultants
9. Personallnjury
AUTOMOBILE LIABILITY--OWNED NON-OWNED $1,000,000 COMBINED SINGLE LIMIT
OR RENTED
WHICH COMPLIES WITH THE TEXAS WORKERS=
WORKERS' COMPENSATION COMPENSATION ACT AND PARAGRAPH II OF
THIS EXHIBIT
EMPLOYERS' LIABILITY $100,000
EXCESS LIABILITY $1,000,000 COMBINED SINGLE LIMIT
PROFESSIONAL POLLUTION LIABILITYI $2,000,000 COMBINED SINGLE LIMIT
ENVIRONMENTAL IMPAIRMENT COVERAGE
Not limited to sudden & accidental discharge; to include [ ] REQUIRED
long-tern environmental impact for the disposal of [X] NOT REQUIRED
contaminants
BUILDERS' RISK See Section B_g-11 and Supplemenkal Insurance
Requirements
[ ]REQUIRED [X] NOT REQUIRED
INSTALLATION FLOATER $100,000 Combined Single Limit
See Section B-6-11 and Supplemental
insurance Requirements
[ ] REQUIRED [X] NOT REQUIRED
EXHIBIT "B"
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C. In the event of accidents of any kind, the Consultant shall furnish the City with copies
of ail reports ofi such accidents at the same time that the reports are forwarded to any
other interested parties.
II. INDEMNIFICATION AND HOLD HARMLESS
A. Consultant agrees to indemnify, save harmless and defend the City of Corpus
Christi, and its agents, servants, and employees, and each of them against and
hold it and them harmless from any and ail lawsuits, claims, demands, liabilities,
losses and expenses, Including court casts and attorneys' fees, for or on
account of any injury to any person, or any death at any time resulting from
such injury, or any damage to any property, which may arise or which may be
alleged to have arisen out of or in connection with the work covered by this
contract, The foregoing Indemnity shall apply except if such injury, death or
damage is caused by the sole or concurrent negligence of the City of Carpus
Christi, its agents, servants, or employees or any other person indemnified
hereunder.
B. The Consultant shat! obtain workers' compensation insurance coverage through a
licensed insurance company or through self-insurance obtained in accordance with
Texas law. If such coverage is obtained through a licensed insurance company, then
the contract for coverage shall be writ#en on a policy and endorsements approved by
the Texas State Board of Insurance.
If such coverage is provided through self-insurance, then within ten (10) calendar days
after the date the City requests that the Consultant sign the contract documents, the
Consultant shall provide the City with a copy of its certificate of authority to self-insure
its workers' compensation coverage, as well as a letter, signed by the Consultant,
stating that the certificate of authority to self-insure remains in effect and is not the
subject of any revocation proceeding then pending before the Texas Workers'
Compensation Commission. Further, if at any time before final acceptance of the
Work by the City, such certificate of authority to self-insure is revoked or is made the
subject of any proceeding which could result in revocation of the certificate, then the
Consultan# shall immediately provide written notice of such facts to the City, by
certified mail, return receipt requested directed to: City of Corpus Christi, Department
of Engineering Services, P, 4. Box 9277, Corpus Christi, Texas 78409 -Attention:
Contract Administrator.
Whether workers' compensation insurance coverage is provided through a licensed
insurance company ar through self-insurance, the coverage provided must be in an
amount sufficient to assure that all workers' compensation obligations incurred by the
Consul#ant will be promptly met.
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EXHIBIT "B"
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III. On the certificate of insurance:
• The Ci#y of Corpus Christi is to be named as an additional insured on the liability
coverage, except for workers' compensation coverage.
• Should your insurance company elect to use the standard ACORD form, the
cancellation clause (bottom right) shall be amended by adding the wording
"changed or" between "be" and "cancelled" and deleting the words "endeavor to"and
the wording after "left". If the cancellation clause is not amended in the ACORD form,
then endorsements shall be submitted.
• The name of the project also needs to be listed under "description of operations".
• At least 10-day written notice of change or cancellation will be required.
IV. A completed Disclosure of Interest must be submitted with your proposal.
EXHIBIT "B"
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/.. , }
SUPPLIER. NUMBER
TO BE ASSIGNED BY-'ITS
PURCHASING DNISION
City of CITY OF CORPUS CHRISTI
cQr~us DISCLOSURE OF INTEREST
Chr. zsti
City of Corpus Christi Ordinance 17112, as amended, requires all persons or firms seeking to do
business with the City to pprovide the following information. Every question must be answered.
If the question is not applicable, answer with `NA". See reverse side for Filing Requirements,
Certifications and defimtlons.
COMPANY NAME: HDR Engineering, Inc.
P. O. BOX:
STREET ADDRESS: 555 N. Carancahua, Suite 1650 CITY: Corpus Christi ZIP:
FIRM IS: 1. Corporation X 2. Partnership 3. Sole Owner ^
4. Association ^ 5. Other
DISCLOSURE QUESTIONS
If additional space is necessar=y, please use the reverse side of this pa e or attach separate sheet.
1. State the names of each `employee" of the City of Corpus Christi having an "ownership
interest" constituting 3% or more of the ownership in the above named "firm.'
Name lob Title and City Department {if known)
NIA
Z. State the names of each "official" of the City of Corpus Christi having an "ownership interest"
constituting 3% or more of the ownership in the above named "firm."
Name Title
NIA
3. State the names of each "board member" of the City of Corpus Christi having an "ownership
interest" constituting 3% or more of the ownership m the above named "firm."
Name Board, Commission or Committee
NIA
4. State the names of each employee or officer of a "consultant" for the City of Corpus Christi
who worked on any matter related to the subject of this contract and has an "ownership
interest" constituting 3% or more of the ownership in the above named "firm."
Name Consultant
NIA
78478
EXHIBIT "C"
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FILING REQUIREMENTS
If a person who requests official action on a matter knows that the requested action will confer an
economic benefit on any City of -facial or employee that is distinguishable from the effect that the
action will have on members of the public in general or a substantial segment thereof, you shall
disclose that fact in a signed writing to the City official, employee or body that has been
requested to act in the matter, unless the interest of the City official or employee in the matter is
apparent. The disclosure shall also be made in a signed writing filed with the City ,Secretary.
[Ethics Ordinance Section 2-349 (d)]
CERTIFICATION
I certify that all information provided is true and correct as of the date of this statement, that I
have not knowingly withheld disclosure of any information requested; and that supplemental
statements will be promptly submitted to the City of Corpus Christi, Texas as changes occur.
Certifying Person: Carl E. Crull, P. E. Title: Vice President
(Type or Priut)
Signature of Certifying Date: 6~g~o
Person:
DEFINITIONS
a. "Board member." A member of any board, commission, or committee appointed by the
City Council of the City of Corpus Christi, Texas.
b. "Economic benefit". An action that is likely to affect an economic interest if it is likely to
have an effect on that interest that is distinguishable from its effect on members of the public
in general or a substantial segment thereof.
"Employee." Any person employed by the City of Corpus Christi, Texas either on a full or
part-time basis, but not as an independent contractor.
d. "Firm." Any entity operated for economic gain, whether professional, industrial or
commercial, and whether established to produce or deal with a product or service, including
but not limited to, entities operated in the form of sole proprietorship, as self employed
person, partnership, corporation, joint stock company, joint venture, receivership or trust, and
entities which for purposes of taxation are treated as non-profit organizations.
e. "Official." The Mayor, members of the City Council, City Manager, Deputy City
Manager, Assistant City Managers, Department and Division Heads, and Municipal Court
Judges of the City of Corpus Christi, Texas.
f. "Ownership Interest." Legal or equitable interest, whether actually or constructively held,
in a firm, including when such interest is held through an agent, trust, estate, or holding
entity. "Constructively held" refers to holdings or control established through voting trusts,
proxies, or special terms of venture or partnership agreements."
g. "Consultant." Any person or firm, such as engineers and architects, hired by the City of
Corpus Christi for the purpose of professional consultation and recommendation.
EXHIBIT "C"
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