HomeMy WebLinkAbout23 - Amendments 1 - Morrison-Maierle - Engineering Design Standards Update
1
Amendment No. 1 to Professional Services Agreement
for City of Bozeman Design Standards Update THIS AGREEMENT is made as of this ________ day of ____________________, 2023, between THE CITY OF BOZEMAN, a Municipal Corporation, Bozeman, Montana, herein referred
to as OWNER and Morrison-Maierle, an Engineering Consulting Firm of Bozeman, Montana, herein
referred to as ENGINEER. WHEREAS, the parties have entered into a Professional Services Agreement dated January 14, 2021, herein referred to as Original Agreement for professional engineering services; and
WHEREAS, the parties desire to further amend the provisions of this Agreement. NOW, THEREFORE, IN CONSIDERATION OF THE MUTUAL COVENANTS CONTAINED HEREIN, the parties agree as follows: amend the scope and fee to provide for Phase 2
of the City of Bozeman Design Standards Update Project per the attached Exhibit A.
Except as specifically amended herein, the original agreement shall remain in full force and effect and the Parties shall be bound by all terms and conditions therein.
IN WITNESS WHEREOF, the parties hereto do make and execute this Agreement on the day
and year first above written. CITY OF BOZEMAN By: ______________________________________
ATTEST: ________________________________________ Mike Maas
City Clerk
APPROVED AS TO FORM
By:____________________________________
City Attorney ENGINEER
By:_______________________________________
Its:______________________________________ ATTEST:
By:___________________________________
DocuSign Envelope ID: F58D62AA-E200-425C-BA96-F0F8B8A6ACF3
Vice President
Morrison-Maierle, Inc.
2nd May
April 24, 2023
Shawn Kohtz, PE
City of Bozeman
20 E. Olive Street
Bozeman, MT
Re: City of Bozeman Design Standards Update – Phase 2 Scope of Services
Dear Mr. Kohtz:
The Morrison-Maierle/DOWL Team is pleased to provide you with a scope and budgetary fee
proposal for Phase 2 of the City of Bozeman Design Standards Update project.
Project Description
The project goal is to update the City of Bozeman Design Standard and Specifications Policy
(DSSP) and the City of Bozeman Modifications to the Montana Public Works Standard
Specifications (City Modifications).
Phase 1 generally consisted of gathering feedback from City staff regarding the existing design
standards, design storm precipitation update, and initial development of the new storm drainage
standards. Phase 1 also included some consultation with affordable housing and sustainability
staff. Phase 2 will consist of completing updates to the core standards, developing compact
development standards, and updating the City Modifications to MPWSS. It is understood that
others are working on developing standards for pressure reducing valve vaults and SCADA which
may be incorporated into the overall DSSP document.
Our Professional Services Fees are based on the anticipated Scope of Services outlined below.
Phase 2 Scope of Services
The DSSP updates are summarized as follows:
Core Standards Phase 2 Scope
Front End (Chapters 1 – 4) Fully develop
Water and Sewer (Chapters 5 & 6) Fully develop
Storm Drainage (Chapter 7) Fully develop
Transportation (Chapter 8) Fully develop
Lighting and Electrical (Chapter 9) Additional Services item
Appendices Fully develop
Additional Standards
Compact Development Standards Fully develop
ROW Landscaping Standards Fully develop
Roundabouts Additional Services item
Signals Additional Services item
Lift Stations Additional Services item
Exhibit ADocuSign Envelope ID: F58D62AA-E200-425C-BA96-F0F8B8A6ACF3
Pressure Reducing Valves Not in scope – by others
SCADA Not in scope – by others
Non-Potable Irrigation Not in scope
Progressive drafts of the design standards will be provided to the City for review. Drafts of the
standards will include symbols to identify two categories of standards:
· State or Federal Standard (items without flexibility).
o The source will be identified (i.e. federal, state, building code, industry standard,
etc.)
· Local Standard (items with flexibility and alternatives to consider)
A concise White Paper will be created for selected Local Standard for stakeholder education
and City consideration. The White Papers will be referenced in progressive drafts of the DSSP
and may include the following components:
· Why standard was chosen for analysis
· Identify alternatives including which is the current standard
· Establish pros and cons of each alternative
· Establish significance of changes and cost implications relative to current standard
· Use graphics when possible and present in easy-to-understand terms
· Recommendations will not be made unless requested for a specific item
· Compare to other communities where applicable
· Assume five White Papers
It is expected that the following White Paper topics will be explored:
· Compact Development Standards
· Administrative waiver process
· Affordable Housing Peer Community Summary
Design Standards deliverables will be as follows:
1. Phase 1 Recap
a. Summarize Phase 1 City Staff input and identify outstanding items. The DSSP
Comment Matrix on the project Teams site generated during Phase 1 will be
utilized
b. City to provide direction regarding Phase 1 input
2. Preliminary Draft Standards
a. Detailed DSSP Outline
b. Focus on State and Federal Standards
c. Provide concise White Papers for selected Local Requirements
d. Refer to input from Phase 1
e. Prepare stakeholder/design professional community outreach plan and
implement plan
3. Final Draft Standards
a. Incorporate City comments from Preliminary Draft Review
b. Incorporate broader stakeholder feedback with City consultation
c. Resolve remaining White Paper items if possible
d. Identify unresolved White Paper items for future policy decisions
e. Incorporate feedback from stakeholder/design professional community outreach
and issue draft for final comment
f. Present to City Commission
DocuSign Envelope ID: F58D62AA-E200-425C-BA96-F0F8B8A6ACF3
4. Final Document
a. Incorporate comments from Final Draft Review
b. Finalize formatting and prepare for publishing
Task 000 – Project Management
· Contracting, accounting, and management of review personnel
· Check-in meetings every two weeks
Task 100 – Establish Baseline for Standards Update
Task 100 scope was completed in Phase 1. Phase 2 adds review of Bozeman UDC to determine
which components should be moved from the UDC to the DSSP. A summary of items will be
generated for City review and direction.
Task 200 – Meeting Facilitation and Community Engagement
Phase 2 will include meeting facilitation and team collaboration with an expanded focus to
include key stakeholders in addition to City staff. The Microsoft Teams platform will continue to
be used to distribute information and facilitate review and discussion.
· Organize feedback collected to-date and distribute to project team.
· Develop a Community Engagement Plan
· Develop content for a page on the City website (engage.bozeman.net) to inform the public
and stakeholders about the DSSP update. This content will include a simple Survey Monkey
questionnaire to capture stakeholder input about challenges encountered with the current
document. Assume two updates. A summary of comments will be generated for City review
and direction.
· Present on DSSP update to Design Professionals meeting to inform about the update and
collect input about challenges encountered with the current design standards.
· Facilitate meetings between project team and City staff to discuss the Preliminary Draft
Standards. Discussions will be broken into the following segments:
o Water/sewer
o Transportation
o Stormwater
o All staff – compact development standards, administrative waiver process, and
affordable housing
· Present Preliminary Draft Standards at City Commission Work Session to collect input.
· Present Preliminary Draft Standards to Design Professional meeting to collect input.
· Develop graphics for use in the DSSP and/or White Papers (assume 8 graphics).
Task 300 – Affordable Housing Infrastructure and Sustainability Design Standards
Affordable housing and sustainability research and local input will inform final recommendations
and education materials generated. Final recommendations developed by consultant team will
be related to engineering design standards revisions. Modifications to policy and development
code (planning) are outside of the scope of this project, however it is expected that these topics
could be encountered during discussions with stakeholders. Items that affect policy and code
areas will be documented for the appropriate parties or projects to consider.
· Perform background research of three other communities and summarize each
community’s experience with engineering design standards that address affordable
housing needs. The summaries will be succinct and will highlight good ideas and
lessons learned in memo format. The communities to be researched will be selected
with input from City staff.
· Develop compact development standards for inclusion in Design Standards
DocuSign Envelope ID: F58D62AA-E200-425C-BA96-F0F8B8A6ACF3
Task 400 – Design Storm Precipitation Update
Task 400 completed in Phase 1
Task 500 – Storm Drainage Standards Update
An initial draft of the Storm Drainage Standards was completed in Phase 1 in collaboration with
City Stormwater personnel. This chapter will be integrated with the rest of the standards
following the Preliminary Draft, Final Draft, and Final Document deliverable process described
above.
· Remaining comments from Phase 1 of the draft standards will be addressed and the
associated appendix materials will be developed.
· It is envisioned that specific design guidance and checklists will be developed, drawing
from the more detailed presentation of the methodologies from the Phase 1 draft of the
storm drainage standards.
· Update Section 02720 of the City Standard Modifications to the MPWSS as described in
Task 1000 – City Modifications to MPWSS.
· Update standard drawings related to storm drainage items
Task 600 – Front End
The “Front End” is comprised of items such as Construction within City Right-of-Way,
Construction Inspections, Design Criteria, Project Submittals, and Development requirements. It
is proposed to fully develop the Front End (Chapters 1-4) following the Preliminary Draft, Final
Draft, and Final Document deliverable process described above.
Task 700 – Water and Sewer Standards
It is proposed to fully develop the Water and Sewer Standards (Chapters 5 and 6) following the
Preliminary Draft, Final Draft, and Final Document deliverable process described above.
Task 800 – Transportation
It is proposed to fully develop the Transportation Standards (Chapter 8) following the
Preliminary Draft, Final Draft, and Final Document deliverable process described above.
Task 900 – Lighting and Electrical
It is proposed to address the existing Lighting and Electrical Standards (Chapter 9) in a future
phase or authorization.
Task 1000 – City Modifications to MPWSS
The 7th Edition of the Montana Public Works Standard Specifications is now available.
· Incorporate feedback gathered from City Staff during Phase 1
· Matrix comparing new version of MPWSS to previous version
· Update City Modifications to MPWSS following the Preliminary Draft, Final Draft, and Final
Document deliverable process described above.
· Update Standard Details for consistency in appearance, text size, title block, etc. Modify
content as needed. Assume 20 sections and 70 drawings
Task 1100 – White Papers
It is assumed that five white papers will be developed for Local Standards as described above.
Task 1200 – ROW Landscaping Standards
It is proposed to fully develop the ROW Landscaping Standards following the Preliminary Draft,
Final Draft, and Final Document deliverable process described above. These standards would
DocuSign Envelope ID: F58D62AA-E200-425C-BA96-F0F8B8A6ACF3
be coordinated with the City’s Water Conservation Program staff and be incorporated into the
Transportation Standards (Chapter 8).
· Landscape requirements and irrigation limitations within the City ROW (boulevards and
median)
· Develop graphics for use in the ROW Landscaping Standards (assume 5 graphics)
· Work by the Water Conservation Program staff will be leveraged. It is assumed that a
separate landscape architect will not be required
Estimated Professional Services Fees
Based on our current understanding of the Phase 2 Scope of Services outlined in this letter, the
estimated fees for each of the major tasks are summarized below. A detailed breakdown is
enclosed as “Attachment 1”.
Task 000 Project Management $ 23,100
Task 100 Establish Baseline for Standards Update (UDC) $ 8,000
Task 200 Meeting Facilitation and Community Engagement $ 25,700
Task 300 Affordable Housing and Sustainability $ 7,500
Task 400 Design Storm Precipitation Update $ 0 (Completed Ph1)
Task 500 Storm Drainage Standards Update $ 25,100
Task 600 Front End $ 13,400
Task 700 Water and Sewer Standards $ 31,500
Task 800 Transportation Standards $ 31,800
Task 900 Lighting and Electrical Standards $ 0 (See Below)
Task 1000 City Modifications Update $ 57,300
Task 1100 White Papers $ 26,400
Task 1200 ROW Landscaping Standards $ 17,400
Total $267,200
Additional Services
It is proposed to move forward with the primary Phase 2 Scope of Services described above.
Scope and fees for the following Additional Services items can be developed and authorized
upon further discussion:
· Lighting and Electrical
· Roundabouts
· Signals
· Lift Stations
The Morrison-Maierle/DOWL Team is excited to continue working with you to update the City of
Bozeman’s Design Standards. If you have any questions, please don’t hesitate to contact me.
Sincerely,
Morrison-Maierle
______________________________
Brad Hammerquist, PE
Project Manager
cc: File
DocuSign Envelope ID: F58D62AA-E200-425C-BA96-F0F8B8A6ACF3
PM CMS1 QA1 QA2 QA3 DT1 DT2 DT3 CAD ADM1 ADM2 Subtotal Subtotal SM3 SM4 E7 E6 E4 E3 E2 E1 PIC GD WPS Subtotal Subtotal
Task 000 Project Management
010 Project/Contract Administration 20 20 3,660$ 0 -$
020 Project Management and Coordination 20 20 3,660$ 24 24 6,240$
030 Biweekly Check-In with Shawn 16 16 2,928$ 0 -$
040 Monthly Team Check-In 8 8 16 3,368$ 8 8 16 3,200$
Hours Sub-Total 64 8 0 0 0 0 0 0 0 0 0 72 13,616$ 32 0 0 0 0 0 0 0 8 0 0 40 9,440$
Task 100 Establish Baseline for Standards Update
Review UDC 30 6 36 6,918$ 4 4 1,040$
Hours Sub-Total 30 6 0 0 0 0 0 0 0 0 0 36 6,918$ 4 0 0 0 0 0 0 0 0 0 0 4 1,040$
Task 200 Meeting Facilitation and Community Engagement
210 Organize feedback collected to-date 2 2 366$ 2 6 8 1,360$
220 Develop Community Engagement Plan 2 2 4 842$ 2 16 18 2,760$
230 Develop website content (2)2 2 366$ 2 12 6 20 2,890$
240
Present DSSP at Design Professionals Meeting (2) and City Comission
Work Session 6 6 12 2,526$ 6 18 6 30 4,770$
250
Meeting Facilitation: City Staff - Water/Sewer, Transportation, and
Stormwater 6 6 12 2,526$ 6 6 12 2,400$
260 DSSP and White Paper Graphics (assume 8 graphics)0 -$ 12 24 4 40 4,920$
Hours Sub-Total 18 14 0 0 0 0 0 0 0 0 0 32 6,626$ 18 0 0 0 0 0 0 0 70 36 4 128 19,100$
Task 300 Affordable Housing and Sustainability Infrastructure Standards
310 Community Research and Memo 4 4 8 1,640$ 12 12 3,120$
320 Identify Applicable Items and Incorporate Into Standards 4 2 6 1,208$ 6 6 1,560$
0 -$ 0 -$
Hours Sub-Total 8 2 0 0 0 4 0 0 0 0 0 14 2,848$ 0 18 0 0 0 0 0 0 0 0 0 18 4,680$
Task 400 Design Storm Precipitation Update (Complete)
0 -$ 0 -$
Hours Sub-Total 0 0 0 0 0 0 0 0 0 0 0 0 -$ 0 0 0 0 0 0 0 0 0 0 0 0 -$
Task 500 Storm Drainage Standards Development
510 Format Current Draft and Develop Appendix Materials 0 -$ 28 24 52 12,080$
520 Updates to Section 02720 of Standard Mods to MPWSS 0 -$ 10 8 18 4,200$
530 Address Review Comments from each submittal (2)0 -$ 10 10 2,600$
540 Publish Final Standards 2 2 226$ 8 4 8 20 3,840$
550 Peer Review 2 10 12 2,196$ 0 -$
Hours Sub-Total 0 0 0 0 0 0 2 10 0 0 2 14 2,422$ 56 0 36 0 0 0 0 0 0 0 8 100 22,720$
Task 600 Front End
610 Develop Preliminary Draft 24 4 2 30 5,820$ 0 -$
620 Develop Final Draft 16 16 2,928$ 0 -$
630 Address Review Comments from each submittal (2) 2 2 4 842$ 0 -$
640 Publish Final Standards 6 6 678$ 0 -$
650 Peer Review 0 -$ 6 8 14 3,160$
Hours Sub-Total 42 6 2 0 0 0 0 0 0 0 6 56 10,268$ 6 0 8 0 0 0 0 0 0 0 0 14 3,160$
Task 700 Water and Sewer Standards
710 Develop Preliminary Draft 40 8 4 10 8 70 14,230$ 0 -$
720 Develop Final Draft 30 2 2 5 5 20 64 12,587$ 0 -$
730 Address Review Comments from each submittal (2) 3 3 2 8 1,629$ 0 -$
740 Publish Final Standards 6 6 678$ 0 -$
750 Peer Review 0 -$ 12 12 2,400$
Hours Sub-Total 73 13 6 5 15 0 30 0 0 0 6 148 29,124$ 0 0 12 0 0 0 0 0 0 0 0 12 2,400$
Task 800 Transportation Standards
810 Develop Preliminary Draft 2 80 82 18,526$ 0 -$
820 Develop Final Draft 2 40 42 9,446$ 0 -$
830 Address Review Comments from each submittal (2) 2 2 4 820$ 0 -$
840 Publish Final Standards 6 6 678$ 0 -$
850 Peer Review 0 -$ 12 12 2,280$
Hours Sub-Total 6 0 0 0 0 122 0 0 0 0 6 134 29,470$ 0 0 0 12 0 0 0 0 0 0 0 12 2,280$
Task 900 Lighting and Electrical
510 Develop Preliminary Draft 0 -$ 0 -$
520 Develop Final Draft 0 -$ 0 -$
530 Address Review Comments from each submittal (2)0 -$ 0 -$
540 Publish Final Standards 0 -$ 0 -$
550 Peer Review 0 -$ 0 -$
Hours Sub-Total 0 0 0 0 0 0 0 0 0 0 0 0 -$ 0 0 0 0 0 0 0 0 0 0 0 0 -$
Task 1000 City Modifications to MPWSS
710 Develop Preliminary Draft 40 8 10 58 11,604$ 0 -$
720 Develop Final Draft 20 4 10 34 6,992$ 0 -$
730 Address Review Comments from each submittal (2) 2 2 4 842$ 0 -$
740 Standard Details Drafting 210 210 29,190$ 0 -$
750 Publish Final Standards 8 4 12 2,416$ 0 -$
760 Peer Review 0 -$ 6 12 12 30 6,240$
Hours Sub-Total 70 14 24 0 0 0 0 0 210 0 0 318 51,044$ 6 0 12 12 0 0 0 0 0 0 0 30 6,240$
Task 1100 White Papers
1110 White Papers - Assume 5 120 120 21,960$ 0 -$
Peer Review 0 -$ 8 6 6 20 4,420$
Hours Sub-Total 120 0 0 0 0 0 0 0 0 0 0 120 21,960$ 8 0 6 6 0 0 0 0 0 0 0 20 4,420$
Task 1200 ROW Landscaping Standards
1210 Develop Preliminary Draft in Coordination with Water Conservation Prog. 8 4 20 32 6,956$ 0 -$
1220 Develop Final Draft 4 2 16 22 4,840$ 0 -$
1230 Address Review Comments from each submittal (2) 2 2 8 12 2,658$ 0 -$
1240 Publish Final Standards 6 6 678$ 0 -$
1250 Peer Review 0 -$ 12 12 2,280$
1260 Graphics (assume 5)0 -$ 0 -$
Hours Sub-Total 14 8 0 0 0 44 0 0 0 0 6 72 15,132$ 0 0 0 12 0 0 0 0 0 0 0 12 2,280$
Total Personnel Hours 445 71 32 5 15 170 32 10 210 0 26 1,016 189,428$ 130 18 74 42 0 0 0 0 78 36 12 390 77,760$
Rate 183.00$ 238.00$ 238$ 238$ 259$ 227$ 183$ 183$ 139$ 113$ 113$ 260$ 260$ 200$ 190$ 160$ 140$ 125$ 115$ 140$ 115$ 120$
City of Bozeman Design Standards Update Phase 2
Engineering Fee Estimate - Labor
Morrison-Maierle DOWL
Phase 2 Design Standards Fee Estimate_Final_4.24.23.xlsx Page 1 of 1 4/24/2023
ATTACHMENT 1
DocuSign Envelope ID: F58D62AA-E200-425C-BA96-F0F8B8A6ACF3
City of Bozeman Design Standards Update - Phase 2
Engineering Fee Estimate - Reimbursable Expenses
Task Task Description Labor Expenses Task Total
Task Total
Rounded
Task 000 Project Management 13,616$ 9,440$ 23,056$ 23,100$
Task 100 Establish Baseline for Standards Update 6,918$ 1,040$ 7,958$ 8,000$
Task 200 Meeting Facilitation and Community Engagement 6,626$ 19,100$ 25,726$ 25,700$
Task 300 Affordable Housing and Sustainability Infrastructure Standards 2,848$ 4,680$ 7,528$ 7,500$
Task 400 Design Storm Precipitation Update (Complete) -$ -$ -$ -$
Task 500 Storm Drainage Standards Development 2,422$ 22,720$ 25,142$ 25,100$
Task 600 Front End 10,268$ 3,160$ 13,428$ 13,400$
Task 700 Water and Sewer Standards 29,124$ 2,400$ 31,524$ 31,500$
Task 800 Transportation Standards 29,470$ 2,280$ 31,750$ 31,800$
Task 900 Lighting and Electrical -$ -$ -$ -$
Task 1000 City Modifications to MPWSS 51,044$ 6,240$ 57,284$ 57,300$
Task 1100 White Papers 21,960$ 4,420$ 26,380$ 26,400$
Task 1200 ROW Landscaping Standards 15,132$ 2,280$ 17,412$ 17,400$
Total Cost 189,428$ 77,760$ 267,188$ 267,200$
Task Cost Summary
Phase 2 Design Standards Fee Estimate_Final_4.24.23.xlsx Page 1 of 1 4/24/2023
DocuSign Envelope ID: F58D62AA-E200-425C-BA96-F0F8B8A6ACF3