HomeMy WebLinkAboutChange Order No 1 & PCA - Pinhook WTP Guaranteed Savings Contract Proj No. 119-003 - Bowen1316 COUNTY -CITY BUILDING
227 W. JEFFERSON BOULEVARD
SOUTH BEND, INDIANA 46601-1830
PHONE 574/235-9251
FAx 574/235-9171
CITY OF SOUTH BEND TAMES MUELLER, MAYOR
BOARD OF PUBLIC WORKS
September 12, 2023
Mr. Pat Stanford
Bowen Engineering Corporation
8802 N. Meridian St.
Indianapolis, IN 46260
PatSkBowenEn ing eering com
RE: Change Order No. 1 (Final)/Project Completion Affidavit
Pinhook Water Treatment Plant Guaranteed Savings Contract - Project No. 119-003
Dear Mr. Stanford:
At its September 12, 2023 meeting, the Board of Public Works approved the Final
Change Order for this project, be decreased by $470 with an increase of four hundred seventy-
eight (478) days. The final contract amount is $1,784,530 with a completion date of March 23,
2023.
In addition, the Project Completion Affidavit for this project was approved in the amount
of $1,784,530. Copies of the Change Order and Project Completion Affidavit are enclosed for
your records.
If you have any further questions, please call this office at (574) 235-9251.
Sincerely,
/s/ Theresa Hefner
Theresa Heffner, Clerk
Enclosures
TH/lh
ELIZABETH A. MARADIK JOSEPH R. MOLNAR GARY A. GILOT ALEXANDRA DOLZ-LANE MURRAY L. MILLER
INTER -OFFICE MEMORANDUM
DEPARTMENT OF PUBLIC WORKS
DIVISION OF ENGINEERING
TO: Theresa Heffner, Clerk
Board of Public Works
FROM: Rebecca Plantz, Project Engineer
SUBJECT: Project Completion, Project No. 119-003
Pinhook Water Treatment Plant Guaranteed Savings Contract
DATE: August 31, 2023
The Guaranteed Savings Contract with Bowen Engineering, Corporation was effective
on February 9, 2021, setting the guaranteed maximum price for the cost of work at
$1,785,000, including Bowen's fixed fee of $132,200. The scope of work based on
American Structurepoint Basis of Design, Preliminary Drawings, and Valve Priority
Matrix was filter rehabilitation, valve replacement, and clearwell cleaning. The
performance guarantee was projected over a 20-year window through stipulated
savings. Savings were estimated based on an energy baseline on valves leaking
finished water, backwash pumps running more than necessary, and historical data.
These savings will be reported to the Department of Local Government Finance by
Bowen on the City's behalf for the next 20 years as required by IC 36-1-12.5-10.
One element on the return on savings in the GSC approach came from the filter
rehabilitation where the original scope was identified as media retainer cap
replacements. Soon after notice to proceed, it was found that the caps could be
rehabilitated through an acid clean rather than replacement. Overall, the filter
throughput was improved. All valves that were originally prioritized were replaced
except for the filter bypass valve and air scour systems. Savings also allowed a list of
structural and general building improvements to be completed.
The GSC approach promoted collaborative problem solving, permitted flexibility as
unknowns arise, addressed far more scope than expected, avoided budget overrun,
avoided multiple shutdowns, and established a base contract for future projects. This
project was awarded prior to the enactment of the City's MWBE program and therefore,
no goals were associated with this project. Overall, the success of the Pinhook Water
Treatment Plant Guaranteed Savings Contract provided benefits to the asset and funds
supporting it.
Please call with your questions (5998).
F -$OUTAR BF^ 2 CITY OF SOUTH BEND, INDIANA °
DEPARTMENT OF PUBLIC WORKS U
PROJECT CHANGE ORDER 1SO_
DATE: April 25, 2023
PROJECT NO: 119-003
PROJECT NAME: Pinhook WTP Improvements - Guaranteed Energy Savings Contract
CONTRACT DATE: February 9, 2021
CHANGE ORDER NO: 1 - Final
SUBJECT OF CHANGE ORDER: Final Chanqe Order - Quantity Adiustment
The original contract sum
Net change by previously authorized change orders
The contract sum prior to this change order
By this Change Order, the project amount is
The new contract sum including this change order
This Change Order represents a total change of
Total change for entire project
Original contracted completion date/time
Extension of date/time by previous change orders
Date/time extension by this change order
New completion date/time
CONTRACTOR
Contractor Signature
Printed Name and Title
Company Name
Address
City, State, Zip
$ 1,785,000.00
$ 0.00
$ 1,785,000.00
Increased
0 Decreased $ (470.00)
$ 1,784,530.00
0.026 %
0.026 %
November 30, 2021
0 days
478 days
March 23, 2023
RECOMMENDED FOR APPROVAL
CONSTRUCTION MANAGER
CITY OF SOUTH BEND
BOARD OF PUBLIC WORKS
CITY OF SOUTH BEND, INDIANA
BOARD OF PUBLIC WORKS
1
Elizabeth A. Maradik, President
� M. _%7�E__i
Gary A. Gilot, Member
Murray L. Miller, Member
Joseph R. Molnar, Vice President
Alexandra Dolz-Lane, Member
Attest: Theresa M. Heffner, Clerk
Date: September 12, 2023
CITY OF SOUTH BEND, INDIANA
BOARD OF PUBLIC WORKS
PROJECT COMPLETION AFFIDAVIT
PROJECT NAME Pinhook WTP Improvements - Guaranteed Energy Savings Contract
PROJECT NO 119-003 FINAL COST $1,784,530.00
CONTRACT SIGNED FebruaEy 9 2021 MAINTENANCE AGREEMENT ENDS
PROJECT DESCRIPTION Water treatment plant improvements includins filter rehabilitation and other plant component
WITNESSETH: replacements or repairs
The work under the above contract between the City of South Bend and the undersigned contractor having been completed,
the City of South Bend, its officials and agents are hereby released from all claims and demands whatsoever arising under or
by such contract, and that the contractor performed the work within the scope of the Specifications and Standards of the City
of South Bend which were a part of the above Contract.
Executed this 28th day of __ August .20 23
Signature
Pat Stanford, Project Manager
Printed Name
Bowen Engineering Corporation
Company Name
8802 N. Meridian Street
Company Address
Indianapolis, IN 46260
City, State, Zip
WITNESSESS:
Before me, the undersigned Notary Public in and for said country and state, personally appeared
Pat Stanford , and acknowledged his/her signature to the above Project Completion Affidavit on
the 28th day of August , 20 23
June 4, 2024
Notary Signature My Commission Expires
Margaret Burroughs
Printed Name
County of Residence
Newton
`Sr
��■��nrnnrr
If the Contractor is a corporation, the following certificate will be executed. ,..■ "'►.,
I, Carey Weddle certify that I am Secretary of the Corporation executim'�IC5A� �[Pat Stanford who signed this release on behalf of the con#a {3 .�';
Pr Manager of said Corporation; that said release was duly signed ]rt; d behalf of sea'. -;per
Corporation by Authority of its governing body, and is within the scope of corporate powers: ; �; j : Q
� o : C)
Sec tary's Signature V
Carp*ate SealQ
Carey Weddle r d
CJ/AtV N
Printed Name '•,��� ' • ... • ��L �,.•
DEPARTMENT OF PUBLIC WORKS APPROVAL ��''+■�Arr�►+►'`�
This project is acceptable for final approval and we recommend to the Board of Public Works that it be ordained so.
Date:
Construction Manager
CITY OF SOUTH BEND, INDIANA
BOARD OF PUBLIC WORKS
VlLa
Elizabeth A. Maradik, President
Gary A. Gilot, Member
11,;,M
14 V I
Joseph R. Molnar, Vice President
Alexandra Dolz-Lane, Member
Murray L. Miller, Member
Attest: Theresa M. Heffner, Clerk
Date: September 12, 2023
BOWEN
Engineering Corporation
WAIVER OF LIEN
{X} Final { ) Partial {X} Payment to Follow
State of Indiana, County of Newton , SS:
Patrick Stanford being duly sworn states that he/she is the Project Manager
(Name of Officer) (Title)
of Bowen Engineering Corporation having contracted with City of South Bend, IN
(Contractor) (Owner)
to furnish certain materials and/or labor as follows: Supervision, Labor, Equipment and Material
(Description)
for a project known as Pinhook WTP Improvements
located at 2800 Riverside Drive, South Bend, IN 46628
and owned by City of South Bend, IN
(Owner)
and does hereby further state on the behalf of the aforementioned Contractor:
(PARTIAL WAIVER) that there is due from the Owner the sum of
{ } receipt of which is hereby acknowledged; or
{ } the payment of which has been promised as the sole consideration for this Affidavit and Partial Waiver of
Lien which is given solely with respect to said amount, and which waiver shall be effective only upon
receipt of payment thereof by the undersigned.
(FINAL WAIVER) that the final balance due from the contractor is the sum of
TWENTY FIVE THOUSAND FOUR HUNDRED SEVENTY EIGHT DOLLARS ($25,478.00)
{ } receipt of which is hereby acknowledged; or
{X} the payment of which has been promised as the sole consideration for this Affidavit and Final Waiver of
Lien which shall become effective only upon receipt of such payment.
THEREFORE, the undersigned waives and releases unto the Owner of said premises, any and all lien or claim whatsoever on the
above -described property and improvements thereon on account of LABOR or material or both, furnished by the undersigned
thereto, subject to limitations or conditions expressed herein, if any; and further certifies that no other party has any claim or right
to alien on account of any work performed or material furnished to the undersigned for said project, and within the scope of this
affidavit and waiver.
Bowen Engineering Corporation By
(Firm) (Patrick Stanford, Project Manager)
WITNESS MY HAND AND NOTORIAL SEAL, this 5TH day of April 20 23
(Notary Public)
My Commission Expires June 5, 2024 Printed Margaret Burroughs
Residing in Newton County
10769 Broadway, #325, Crown Point, IN 46307
219-661-9770 Fax:219-661-9766 4D
City of South Bend
Department of Administration & Finance
Change Order Request Form
Changing the line amount:
You can only change a line amount if it has NOT been invoiced against.
• If the line has NOT been invoiced — reduce the line amount to equal what it should be.
• If the line has been invoiced — cancel the delivery remainder and finalize the individual line, then add a new line for the
amount that should be remaining.
Multiple PO lines:
If you have changes to more than two lines on the same PO, fill out a separate section for each line affected by the change
order.
Project POs:
For change orders on project -related POs, this form must be approved by the Project Accounting Team as described in
Supplement 508.
PO Number
PO-7431
Line Number
1
Original Dollar Amount
$470.00
New Dollar Amount
For liquidation request, enter $0
$0.00
Reason Code if changed)
Financial Dimensions (fund-dept-
division -subdivision -main account
622-06-604-620-442005
Project Code if applicable)
PROJ-65
Description of change (include
bud et impact)
Final change order to deduct contract for savings that were not used in the GSC.
APPROVED BY PROJECT
ACCOUNTING TEAM (if applicable)
PO Number
Line Number
Original Dollar Amount
New Dollar Amount
For liquidation request, enter $0
Reason Code if changed)
Financial Dimensions (fund-dept-
division-subdivision-main account
Project Code if applicable)
Description of change (include
budget impact)
APPROVED BY PROJECT
ACCOUNTING TEAM (if applicable)
PO Number
Line Number
Original Dollar Amount
Change Order Request Form (002) 1 of 3
City of South Bend
Purchase order
Vendor: BOWEN ENGINEERING CORP
10769 BROADWAY #325
CROWN POINT, IN 46307
USA
Ship to:
PO number:
Po-0007431
PO version:
t
Date:
2/9/2021
Vendor account:
V-00000243
Project number:
PROJ00000065
Engineering Division
227 West Jefferson Blvd, Suite 1300
N
South Bend, IN 46601
USA
Notice and Instructions to Vendor:
1. This Purchase ❑rder is goveried by -re City cf Sou:h Ee id Standard Purchasing Terms and Conditions, which are set fci'r a`
http:/hvwwsou:hberdin.gov/pots and ircc: rporated iere. i i b, refe-ance.
2. The City's In<:iana sales tax exempt o i n am:-er s 0003122131-001.
3. The -_.it,'s fe<:e-al ider-ifica:ior rur-ber is 35-6001201.
4. All paymer- an,: pe-rorrianoe obl rations cf the City a-9 sub:ect `,) t`ie a cp-op-iatio,i an,' a•.ai'ability of funds.
5. If a cash discount is a% able. please indica-e the a:-y licab e d scoL.n: terns an each invoice.
6. All s iiprients must ircluda a iteri zed :-acki x; slip detai inr: tha i-.er-s s upped.
7. The rumber s:a-ed above n-L.s: appear cn al i wo :-es. cla n-s.:-ac<aaes. packing slips. and correspondence.
8. For ncst efficient p-ocessi i . p ease sub ni- nvoices n P D or cther alac-.rori:- forria::-:i an -a I :o accou its :^Vabl9, D•scutnbendin.ao;.
Line number Quantity Unit Deseziption Unit price
Amou
t 1,785,000.0 EA P i i ioo•<'v'v-F = 1.00
1,785,000.00
0
Charges:
$0.00
Total in U5D -
$1,795,00700
fit�&J- "a�
Michael Schmidt, Director of Purchasing
Phone: (574) 235-9977
Email: mschmidt@southbendin.gov
BOARD OF PUBLIC WORKS
AGENDA ITEM REVIEW REQUEST FORM
Date 08/28/2023
Name Becca Plantz Department Public Works
BPW Date 09/012/2023 Phone Extension 5998
Review and Approval Required Prior to Submittal to Board
Diversity Compliance
and Inclusion Officer ❑ Officer Name Cynthia Simmons
BPW Attorney
❑ Attorney Name
Dept. Attorney ❑ Attorney Name
Purchasing ❑
Michael Schmidt
Check the Appropriate
Item Type — Required. for All Submissions
❑ Professional Services Agreement
❑ Contract
❑ Proposal
❑ Open Market Contract
❑ Amendment/Addendum
❑ Special Purchase, QPA
❑ Bid Opening
❑ Bid Award
❑ Req. to Advertise ❑ Title Sheet
❑ Quote Opening
❑ Quote Award
❑ Reject Bids/Quotes
❑ Proposal Opening
❑ C/O & PCA No.
® PCA
® Chg. Order, No. 1
❑ Traffic Control
❑ Resolution
n Other:
n Ease./Encroach
Company or Vendor Name
New Vendor
MBE/WBE Contractor
Project Name
Project Number
Funding Source
Account No.
Amount
Terms of Contract
Purpose/Description
Information
Bowen Engineering Comoration
❑ Yes❑ If Yes, Approved by Purchasing
❑ No
❑ WBE Completed E-Verify Form Attached ❑ Nos
Pinhook Water Treatment Plant Guaranteed Savings Contract
119-003
Water Capital
PROJ-65, PO-7431
Guaranteed Maximum
Guaranteed Savings Contract with Bowen Engineering for water treatment
plant improvements at the Pinhook WTP.
For Change Orders Onl
Amount of ❑ Increase $
® Decrease ($ 470)
Previous Amount $ 1,785,000.00
Current Percent of Change
New Amount
Total Percent of Change:
Time Extension Amount
New Completion Date:
Increase
Decrease
$ 1,784,530.00
Increase
Decrease
478 days
March 23.2023
0.026%
(0.026%