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Excergy 2020-07-07; Amendment 1 2021-06-03
COU 2021-089-A1 CITY OF UKIAII AMENDMENT NO.1 TO PROFESSIONAL SERVICES AGREEMENT BETWEEN EXCERGY LLC and THE CITY OF UKIAH This Amendment No. 1,entered on June 3,2021 revises the Agreement for Professional services dated July 7, 2020 between the City of Ukiah and Excergy LLC, a part of E Source Companies LLC, for professional consulting services relating to project management services for the replacement of the City's Utility Billing Customer Information System(CIS). This Amendment No. 1 adds 200 hours and$35,000, as described in Exhibit 1. This revises the total,not-to-exceed amount to$178,131. Except as expressly amended by this Amendment,all other terms remain unchanged and in fall force and effect. IN WITNESS WHEREOF, THE PARTIES HAVE EXECUTED THIS AMENDMENT ON THE EFFECTIVE DATE: CONSULTANT ,7 BY: �� DATE: 1 0�-d PRIM NAME: GAP CITY OF UKIAH " BY:5r5 DATE: Jun 29, 2021 SAGE SANGIACOMO,CITY MANAGER ATTEST /( /V/ Jun 30 2021 BY:Kristine Lawler(Jun 30,202110:15 PDT) DATE: KRISTINE LAWLER,CITY CLERK EXHIBIT 1 Source POWLHiNG VVhAl rutx A11 1-800-ES©URCE esourceCesource.com www.esource.com May 5, 2021 Ms. Mary Horger Financial Services Manager City of Ukiah 411 West Clay Street Ukiah, CA 95482 via email to mhorger@cityofukiah.com Re: Request for Addendum to CIS PM Contract 2021-089 Dear Mary: Mary, per recent conversations with our Project Manager Joel Westvold, below is a request for an addendum to the Excergy/E Source contract for CIS Replacement Project Management Services, 2021-089. Excergy/E Source's original Statement of Work called for completion of the procurement phase of the contract within four months of project initiation.The project was initiated in August and, as such, procurement would have been completed prior to the end of the year.We're now expecting the procurement to be completed in May, over four months later than originally expected. The reasons for this delay included additional time needed to work through functional requirements and RFP development along with a longer cycle for proposal review, scoring and reference checks prior to final contract negotiations. E Source has worked hard to curtail costs during this procurement effort, but due to the extended length of time and support needed to work through the details of procurement and taking on several tasks that would normally be done by the utility, our time through April has been approximately 82%of the authorized hours and our costs have been approximately 77%of the authorized dollars. Because of the extended procurement effort and with a better understanding of the needs of the City of Ukiah during the subsequent delivery phase of the project, we are requesting an additional 200 hours and$35,000 to be added to the contract.These additions will enable E Source to continue to provide the support you've come to expect from our team to accomplish Task 4, Project Management—Delivery;Task 5, System Testing and Acceptance Oversight; and Task 6, Operational Transition and Training Ovesight. We expect the work to be completed by February of 2022 and will continue to minimize time and cost wherever possible, including reliance on the selected CIS vendor to be fully responsible for their scope of work. We would request that this change be authorized in a contract revision concurrent with the approval of the CIS vendor contract to assure our seamless of support of implementation thereafter. E Source Letter to Ukiah Page 2 We appreciate the opportunity to continue to support the City of Ukiah in implementation of your Customer Information System. Should you have any questions or require additional information, please feel free to contact Joel Westvold at(503)944-9434 1 Joel Westvold@esourc.com or me at (720) 988-4354 Jim Ketchledge@esource.com. Respectfully, im Ketchledge Executive Vice President, Operations E Source Technology Planning and Implementation E Source 1745 381h Street Boulder, CO 80301 Excergy - Pjct Mgr Svcs Utility Billing 2021 -089- A1 Final Audit Report 2021-06-30 Created: 2021-06-29 By: Kristine Lawler(klawler@cityofukiah.com) Status: Signed Transaction ID: CBJCHBCAABAAfspcvX_CWUkIM6KadSPHNHy34BYpCda- "Excergy - Pjct Mgr Svcs Utility Billing 2021 -089-A1 " History Document created by Kristine Lawler(klawler@cityofukiah.com) 2021-06-29-6:54:31 PM GMT-IP address: 12.12.163.2 Document emailed to Sage Sangiacomo (ssangiacomo@cityofukiah.com) for signature 2021-06-29-6:55:24 PM GMT Email viewed by Sage Sangiacomo (ssangiacomo@cityofukiah.com) 2021-06-29-8:45:13 PM GMT-IP address: 12.12.163.2 Document e-signed by Sage Sangiacomo (ssangiacomo@cityofukiah.com) Signature Date:2021-06-29-8:45:30 PM GMT-Time Source:server-IP address: 12.12.163.2 Document emailed to Kristine Lawler(lyricalwhims@gmail.com) for signature 2021-06-29-8:45:33 PM GMT Email viewed by Kristine Lawler(lyricalwhims@gmail.com) 2021-06-30-5:14:54 PM GMT-IP address:66.249.84.87 Document e-signed by Kristine Lawler(lyricalwhims@gmail.com) Signature Date:2021-06-30-5:15:09 PM GMT-Time Source:server-IP address: 12.12.163.2 Agreement completed. 2021-06-30-5:15:09 PM GMT Adobe Sign