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HomeMy WebLinkAboutC23-342 Schmueser Gordon Meyer dba SGM_first amendment FIRST AMENDMENT TO AGREEMENT BETWEEN EAGLE COUNTY, COLORADO AND SCHMUESER GORDON MEYER, INC. d/b/a SGM, INC. THIS FIRST AMENDMENT (“First Amendment”) is effective as of ________________ by and between Schmueser Gordon Meyer, Inc. dba SGM, Inc a Colorado corporation (hereinafter “Consultant” or “Contractor”) and Eagle County, Colorado, a body corporate and politic (hereinafter “County”). RECITALS WHEREAS, County and Consultant entered into an agreement dated the 9th day of May, 2023, for certain Services (the “Original Agreement”); and WHEREAS, the Original Agreement contemplated that the Consultant would perform certain duties with compensation in an amount not to exceed $500,000; and WHEREAS, County and Consultant desire by this First Amendment to expand the scope of Services and compensation as set forth in the Original Agreement. FIRST AMENDMENT NOW THEREFORE, in consideration of the foregoing and the mutual rights and obligations as set forth below, the parties agree as follows: 1. The Original Agreement shall be amended to include additional Services as described in Exhibit D, which is attached hereto and incorporated herein by reference. 2. The compensation for the additional Services set forth in Exhibit D shall not exceed $45,000 or a total maximum compensation under the Original Agreement and this First Amendment of $545,000. 3. Capitalized terms in this First Amendment will have the same meaning as in the Original Agreement. To the extent that the terms and provisions of the First Amendment conflict with, modify or supplement portions of the Original Agreement, the terms and provisions contained in this First Amendment shall govern and control the rights and obligations of the parties. 4. Except as expressly altered, modified and changed in this First Amendment, all terms and provisions of the Original Agreement shall remain in full force and effect, and are hereby ratified and confirmed in all respects as of the date hereof. 5. This First Amendment shall be binding on the parties hereto, their heirs, executors, successors, and assigns. DocuSign Envelope ID: 8597F6B5-4623-4C8A-B575-F3FB116F276B 10/26/2023 2 Eagle County Am Scope and Comp Final 4/28/2022 IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the Original Agreement the day and year first above written. COUNTY OF EAGLE, STATE OF COLORADO, By and Through Its COUNTY MANAGER By: ______________________________ Jeff Shroll, County Manager CONSULTANT By: _____________________________________ Print Name: ______________________________ Title: ___________________________________ DocuSign Envelope ID: 8597F6B5-4623-4C8A-B575-F3FB116F276B Troy Feese CFO August 16, 2023 Updated October 13, 2023 Tori Franks, Resiliency Director Eagle County 500 Broadway Street Eagle, CO 81631 RE: Geothermal Feasibility Study Services – West Eagle Workforce Housing Project SGM is excited to present our proposed scope and budget to provide geothermal feasibility study services for the West Eagle Workforce Housing Project. Our scope of service proposal is based on the provided Caddis Collaborative 100% Design Development (DD) documentation dated 5/31/2023. Project Information and Approach The West Eagle project consists of approximately 7 Duplex, 9 Townhome, 9 Multi-Family, and 7 Triplex buildings of new construction for workforce housing for Eagle County and USFS staff. The workforce housing consists of 156 housing units for ~494 occupants. The proposed activities are required to successfully study heating, ventilation and air- conditioning (HVAC) and possible water heating capacities needed to determine if geothermal systems are feasible. 1.Review of DD level mechanical, electric, and plumbing (MEP) system design. 2.Estimation of geothermal geo-field approximate size bore and/or loop quantity. 3.Geothermal and mechanical system recommendations. 4.Major Geothermal will be SGM’s geothermal sub-consultant. The project will be broken into two phases to allow for discussion, refinement, and owner input, once initial basic feasibility has been presented. 1.Project management. 2.Discovery. 3.Review current design. 4.Draft report. Phase two will consist of: 1.Project management. 2.Client review. 3.Final report. www.s gm-inc .com GLENWOOD SPRINGS 118 West Sixth St, Suite 200 | Glenwood Springs, CO 81601 | 970.945.1004 EXHIBIT DDocuSign Envelope ID: 8597F6B5-4623-4C8A-B575-F3FB116F276B Phase 1: Discovery and Draft Report Task PM 1 – Project Management/Correspondence 1. Project Management a. Attend up to (4) monthly teleconference-based feasibility team meetings with the Ownership team. b. Conduct an internal kick-off team meeting. 2. Communications and Correspondence: a. Provide monthly project budget status and invoice reviews. b. Provide bi-weekly project update emails to the client. Task MEP 1 – Review Current Proposed Design 1. Plan review discovery will include: a. Review proposed HVAC equipment. b. Review proposed service, transformers, and other electrical equipment. c. Review proposed plumbing equipment as it relates to geothermal heating/cooling. Task MEP 2 – Draft Report The following tasks are necessary to develop the feasibility objectives: 1. (1) Teleconference to review the Owner’s Project Requirements (OPR). 2. Identify electrical service capacity. 3. Identify basic equipment location planning. 4. Inquire for the building heat gain and loss calculations from proposed engineer. SGM will require Manual J (or Trace) and 8760 loads and energy usage simulation outright and exports outright. a. Loads have been provided by Bighorn Engineering. b. If not provided SGM will calculate loads, usage simulation and export for an additional fee. i. Up to duplex floorplans – Manual J peak load ii. Triplex and larger – 8760 hourly loads Deliverable: Summary of findings in report format, and supporting graphical exhibit(s) or schematic floor/site plans. The document shall be considered the Draft Feasibility Report for subsequent tasks. Task Geo 1 – Review Current Proposed Design 1. Plan review discovery will include: a. Review proposed site plans. b. Review proposed building plans. c. Review proposed equipment. www.sgm-inc.com DocuSign Envelope ID: 8597F6B5-4623-4C8A-B575-F3FB116F276B Task Geo 2 – Draft Report The following tasks are necessary to develop the feasibility objectives: 1. GHX calculations for all structures a. Manual J loads – use residential GHX design software which uses climate data to determine load durations from Manual J peak loads. b. 8760 hourly loads – use commercial design software for more detailed GHX simulations. 2. For preliminary GHX simulations will use best available data for interpreting undisturbed temperature and thermal conductivity (note: well log data is sparse around project location) 3. Preliminary GHX simulations for each representative floorplan 4. Comparison of district vs dedicated GHX options a. Estimated or relative installation costs b. Maintenance or service considerations c. Advantages v Disadvantages of GHX options d. Recommendation for district vs dedicated GHX options Note: From a residential load perspective alone a district system will not make sense as there is no significant load sharing advantage that will make sense or offset district pumping cost. A district GHX might make sense if enough GHX cannot be installed for every site. District GHX systems require more infrastructure and complexity which require a level of maintenance not associated with dedicated GHX fields. 5. Determine heat pump schedules for all floorplans. Phase 2: Final Report Task PM 2 – Project Management/Correspondence 1. Project Management a. Attend (1) monthly teleconference-based feasibility team meeting with the Ownership team. b. Project closeout 2. Communications and Correspondence: a. Monthly project budget status and invoice reviews b. Bi-weekly project update emails to the client Task MEP 3 – Final Report Documents Teleconferences to finalize and review the Owner’s responses to the draft report. 1. Mechanical a. Finalize review and recommendations for the HVAC systems coordination with geothermal systems. 2. Plumbing a. Finalize review and recommendations for the plumbing systems coordination with geothermal systems. 3. Electrical a. Approximate electrical service upgrade necessary for geothermal systems. 4. Geothermal www.sgm-inc.com DocuSign Envelope ID: 8597F6B5-4623-4C8A-B575-F3FB116F276B a. Final recommendations for GHX site plan options - site condition coordination. b. Estimated geothermal field capacity and optional types. Deliverable: Summary of findings in report format. Report will include executive summary, narratives findings including potential pros and cons, list of recommendations, and supporting graphical exhibit(s) or schematic plans. The document shall be considered the Final Feasibility Report. Exclusions These services are either not requested or not required for this project or are to be accomplished by others. • Public meetings, outreach, or presentations to government agencies, property owners associations or other review authorities • Utility Test Hole (AKA potholing) investigation during design • Thermal Conductivity Testing • Future expansion areas • Geotechnical investigation • Construction cost estimates • Scope beyond that specifically called out. • Documentation, coordination, and response to 3rd party reviews, peer reviews, specialty consultants, historical preservation commissions, non-contractual contractors, or reviews by other entities not specifically stated. • HVAC load calculations, • Building energy usage simulation. www.sgm-inc.com DocuSign Envelope ID: 8597F6B5-4623-4C8A-B575-F3FB116F276B Project Fees *All tasks listed to be time and expense estimates, unless noted otherwise The proposed fees were developed by estimating the total labor required to complete the feasibility study. If there are multiple iterations of the feasibility study, the project scope could change substantially, or, if unforeseen circumstances arise, the fees shown would be negotiated accordingly. SGM will provide detailed monthly invoicing and monthly project status updates describing SGM work. Supporting documentation such as letters of recommendation, resumes, past project experience can be provided upon request. If you have any questions, please feel free to contact me at (970) 379-6316, or tonyh@sgm-inc.com. Sincerely, SGM Tony Haschke, P.E., CBCP, CEM, CLEP Senior Engineer / Certified Energy Manager / Commissioning Agent Cc: Brian Carpenter, P.E. Senior Engineer / MEP Team Leader Fee Schedule Task Fee Feasibility Costs By Task Task PM 1 – Project Management / Correspondence $2,500 estimate Task MEP 1 – Review Current Proposed Design $5,000 estimate Task MEP 2 – Draft Report $9,000 estimate Task GEO 1 – Review Current Proposed Design $3,500 estimate Task GEO 2 – Draft Report $10,000 estimate Task PM2 – Project Management / Correspondence $2,500 estimate Task MEP 3 – Final Report Documents $7,500 estimate Task GEO 3 – Final Report Documents $5,000 estimate Estimated Total $45,000 estimate www.sgm-inc.com DocuSign Envelope ID: 8597F6B5-4623-4C8A-B575-F3FB116F276B