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HomeMy WebLinkAboutAmendment No. 2 to PSA - Coal Line Trail Proj No 123-007 - Lochmueller Group ELIZABETH A. MARADIK JOSEPH R. MOLNAR GARY A. GILOT MURRAY L. MILLER BREANA N. MICOU 1316 COUNTY-CITY BUILDING 227 W. JEFFERSON BOULEVARD SOUTH BEND, INDIANA 46601-1830 PHONE 574/ 235-9251 FAX 574/ 235-9171 CITY OF SOUTH BEND JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS July 8, 2025 Ms. Jessica Clark Lochmueller Group 112 West Jefferson Blvd., Suite 500 South Bend, IN 46601 jclark@lochgroup.com RE: Amendment No. 2 to Professional Services Agreement Dear Ms. Clark: At its July 8, 2025 meeting, the Board of Public Works approved the above referenced amendment for design services for the Coal Line Trail Phase 3 in the amount of $361,336. Enclosed please find a copy of the amendment for your records. If you have any further questions, please call this office at (574) 235-9251. Sincerely, /s/ Hillary Horvath Hillary Horvath, Clerk Enclosures HH INTER-OFFICE MEMORANDUM DEPARTMENT OF PUBLIC WORKS TO: Board of Public Works FROM: Gemma Stanton, Project Engineer SUBJECT: PSA Amendment 2 DATE: 7/1/2025 Attached is a request to amend the PSA for the design of Coal Line Trail Phase 3 with Lochmueller Group. This amendment is needed to reallocate $10,400 from Pedestrial Signal Improvements, which has been deleted from the project scope, to Urban Trail Design and Plan Development. The Urban Trail Design and Plan Development task took more effort to complete than expected due to owner- requested changes during the Stage 1 review process. Requested changes in the horizontal alignment of the trail and vertical alignment of raised intersections necessitated extra effort from Lochmueller. This amendment would not increase any costs, only move currently-budgeted funds in the amount of $10,400 from one task to another. I request the Board of Public Works approve Amendment 2. Thank you for your consideration. Please call with your questions. CITY OF SOUTH BEND PAGE 1 OF 3 AMENDMENT NO. 2 \\LOCH.LOC\ROOT\CORPORATE\PRIVATE\ACCOUNTING DATA\CONTRACTS\SOUTH BEND\123-3013-00H COAL LINE TRAIL PHASE 3\SOUTH BEND\AM 2\2025-06-09 AM 2 WITH CITY.DOCX 123-3013-00H A MENDMENT N O . 2 THIS AMENDMENT NO. 2 IS MADE AND ENTERED INTO THIS 8th DAY OF JULY, 2025 BY AND BETWEEN CITY OF SOUTH BEND, HEREINAFTER REFERRED TO AS “LPA” AND LOCHMUELLER GROUP, INC., HEREINAFTER REFERRED TO AS “CONSULTANT”. WI T N ES S ET H WHEREAS, LPA and CONSULTANT did on November 28, 2023 enter into a Contract to provide services for Coal Line Trail, Phase 3, Engineering services and design of a multi-use path and urban design features., and WHEREAS, the LPA desires to delete the signal scope from the Contract, and WHEREAS, the LPA desires to add design scope to remove the bumpouts at the intersections and adjust the typical section, and WHEREAS, LPA desires the CONSULTANT to provide the additional services required, and WHEREAS, the CONSULTANT has expressed an interest in providing the additional required services, and WHEREAS, in order for the CONSULTANT to provide the additional services, it is necessary to amend the original Contract, and NOW, THEREFORE, it is agreed by and between both parties that the original Contract be amended as follows: I.Item 5.0 TRAFFIC SIGNAL DESIGN is deleted. II.Item 2.3 is added to Appendix “A” as follows: 2.3 Prepare design scope that reflects the removal of the bumpouts at the intersections and adjust the typical section. III.Item 1.0 AMOUNT OF PAYMENT of Appendix “D” is replaced in its entirety with the following: 1.0 AMOUNT OF PAYMENT 1.1 The CONSULTANT shall receive compensation for providing such professional services under Appendix “A” of this Contract in the amount of a total fee not-to- exceed Three Hundred Sixty-One Thousand Three Hundred Thirty-Six Dollars ($361,336.00), unless an amendment to this Contract is executed by the parties that increases the maximum amount payable. 1.2 The CONSULTANT shall be paid for the work performed under Item 1.0, 2.0, 3.0, 4.0, 5.0, 6.0, 7.0, 8.0, and 9.0 of Appendix “A” of this Contract on a lump sum basis, in accordance with the following lump sum fee schedule: CITY OF SOUTH BEND PAGE 2 OF 3 AMENDMENT NO. 2 \\LOCH.LOC\ROOT\CORPORATE\PRIVATE\ACCOUNTING DATA\CONTRACTS\SOUTH BEND\123-3013-00H COAL LINE TRAIL PHASE 3\SOUTH BEND\AM 2\2025-06-09 AM 2 WITH CITY.DOCX 123-3013-00H 1.2.1 Topographic Survey Data Collection ........................................... $38,136.00 1.2.2 Urban Trail Design and Plans .................................................... $137,600.00 1.2.3 Decorative Lighting Design ......................................................... $21,600.00 1.2.4 Project Management .................................................................. $20,000.00 1.2.5 Environmental Documentation .................................................. $65,700.00 1.2.6 Permitting ..................................................................................... $8,900.00 1.2.7 Utility Coordination..................................................................... $26,400.00 1.3 The CONSULTANT shall be paid for the work performed under Items 10.0 and 12.0 of Appendix “A” of this Contract on an hourly rate basis based on the rates set forth in Exhibit “1”, attached hereto and incorporated herein by reference and in accordance with the following not to exceed fee schedule: 1.3.1 Public Involvement ..................................................................... $13,200.00 1.3.2 Construction Phase Services ....................................................... $12,200.00 1.4 The CONSULTANT shall receive payment for Title Search Services performed under Item 11.0 of Appendix “A” of this Contract based on the specific cost per unit multiplied by the actual units of work performed in accordance with the following schedule: 1.4.1 Title Reports (32 parcels @ $550 each) ...................................... $17,600.00 Except as herein modified, changed, and amended, all terms and conditions of the original Contract dated November 28, 2023 and Amendment No. 1 dated September 10, 2024, shall continue in full force and effect. This Amendment No. 2 neither increases or decreases the previous not-to-exceed fee of $361,336.00. CITY OF SOUTH BEND PAGE 3 OF 3 AMENDMENT NO. 2 \\LOCH.LOC\ROOT\CORPORATE\PRIVATE\ACCOUNTING DATA\CONTRACTS\SOUTH BEND\123-3013-00H COAL LINE TRAIL PHASE 3\SOUTH BEND\AM 2\2025-06-09 AM 2 WITH CITY.DOCX 123-3013-00H IN WITNESS WHEREOF, the parties have hereunto executed this Amendment No. 2 effective the day and year first above written. LOCHMUELLER GROUP, INC. _______________________________ Jessica J. Clark, PE Regional Leader – Northern Indiana July 8, 2025 Project:Coal Line Trail, Phase IIIApril 8, 2025Client:City of South BendDes. No.:Lochgroup Project No.:123-3013-00HTASK FIRM FEE TYPEORIGINAL CONTRACT AMENDMENT 1 AMENDMENT 2 TOTALTopographic Survey Etica - DBE Lump Sum $26,510 $11,626 $0 $38,136Urban Trail Design and Plan Development Lochmueller Group Lump Sum $127,200 $0 $10,400 $137,600Lighting Improvements Lochmueller Group Lump Sum $21,600 $0 $0 $21,600Pedestrian Signal Improvements Lochmueller Group Lump Sum $10,400 $0 -$10,400 $0Project Management Lochmueller Group Lump Sum $20,000 $0 $0 $20,000Environmental Documentation Lochmueller Group Lump Sum $65,700 $0 $0 $65,700Permitting Lochmueller Group Lump Sum $8,900 $0 $0 $8,900Utility Coordination Lochmueller Group Lump Sum $26,400 $0 $0 $26,400Public Involvement (2 Meetings) Lochmueller Group Hourly Rate $13,200 $0 $0 $13,200Construction Phase Services Lochmueller Group Hourly Rate $12,200 $0 $0 $12,200Title WorkEtica - DBEUnit Rate$17,600$0$0$17,600Total Not To Exceed Fee $349,710 $11,626 $0 $361,336Fee Summary2201235 BOARD OF PUBLIC WORKS AGENDA ITEM REVIEW REQUEST FORM Date: 7/1/2025 Name: Gemma Stanton Department of Public Works – Engineering Division BPW Date: 7/8/2025 Phone Extension: 9083 Required Prior to Submittal to Board BPW Attorney Attorney Name Michael Schmidt Dept. Attorney Attorney Name Purchasing 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. Traffic Control Resolution Other: Ease./Encroach Required Information Company or Vendor Name Lochmueller Group New Vendor Yes If Yes, Approved by Purchasing No MBE/WBE Contractor MBE WBE Completed E-Verify Form Attached Yes No Project Name Coal Line Trail Phase 3 Project Number 123-007 (INDOT DES #2201235) Funding Source PO-0027674 Account No. 324-431002 Amount $361,336.00 Terms of Contract Lump sum Purpose/Description Amendment #2 to PSA for design of Coal Line Trail Phase 3 to shift budget from Signal Design to Trail Design. For Change Orders Only Amount of Increase Decrease $ ($ ) Previous Amount $ Current Percent of Change: Increase Decrease % ( %) New Amount $ Total Percent of Change: Increase Decrease % ( %) Time Extension Amount: New Completion Date: