HomeMy WebLinkAbout15- Clanton and Associates, INC for LED Street Lighting ProjectPROFESSIONAL SERVICES AGREEMENT
THIS IS AN AGREEMENT made as of -R)I�+ 13, Q0) 5 , between THE CITY OF BOZEMAN, a
Municipal Corporation, Bozeman, Montana, 591/15WNER) and Clanton & Associates, Inc. ,
Montana, (ENGINEER).
Whereas the accomplishment of the work and services described in this Agreement is essential to the OWNER'S
public works improvement program.
Whereas the OWNER intends to and has selected the ENGINEER to provide necessary and professional engineering
services for the project.
Whereas the ENGINEER represents that it is willing and qualified to perform the professional engineering services
for this project described in this Agreement.
Therefore, in consideration of the foregoing recitals and the mutual covenants and conditions contained herein, the
parties agree as follows:
The conditions and provisions set forth in the attached EXHIBIT A (Scope of Work) are hereby incorporated in and
made part of this Agreement.
ARTICLE 1 - ENGINEERING SERVICES
1.1. The detailed description of the specific project components is described as follows:
A. Scoping meeting with the City of Bozeman
B. Technical review of current LED street lighting retrofit project
C. Design standards for LED street lighting to be used throughout the City of Bozeman, including standard
drawings
D. Develop recommended revisions to be made to the Unified Development Ordinance requiring LED
lighting.
E. Develop specification for standard lighting hardware.
F. Develop specification for standard method of measurement and field verification of lighting output.
1.2. The scope of services under this contract is set forth in this agreement and the attached EXHIBITS.
ARTICLE 2 - ENGINEER'S RESPONSIBILITIES
2.1. ENGINEER shall perform for OWNER professional engineering services in all phases of the Project to which
this Agreement applies as hereinafter provided. These services will include, but not be limited to, serving as OWNER's
professional engineering representative for the Project, providing professional engineering consultation and advice and
furnishing customary civil and structural engineering services incidental thereto.
2.2. The ENGINEER shall furnish all labor, materials, equipment, supplies, and incidentals necessary to conduct and
complete the ENGINEER'S portions of the Project and to prepare and deliver to the OWNER all data, reports, plans,
specifications, and recommendations as designated herein.
2.3. The ENGINEER shall ascertain such information as may have a bearing on the work from local units of
government, public, and private organizations and shall be authorized to procure information from other authorities as to
the extent of these contacts and the results thereof.
2.4. The ENGINEER'S work shall be in accordance with the standards of sound engineering practices.
2.5. The ENGINEER shall name a Principal -In -Charge for the duration of the project. The Principal -hr -Charge shall
be Nancy Clanton
2.6. The ENGINEER shall name a Project Manager who shall be the liaison between the ENGINEER and the
OWNER. The Project Manager shall be Jessica Garcia . The OWNER may name a
Task Director who would be the liaison between the ENGINEER and the OWNER during the design segment of the
Proj ect.
2.7. The ENGINEER shall submit an estimated progress schedule at the beginning of the work, and monthly progress
reports thereafter until the project is completed.
ARTICLE 3 - OWNER'S RESPONSIBILITIES
3.1 The OWNER shall name a Task Director who shall be the liaison between the ENGINEER and the OWNER
during DESIGN segment of the Project. The Task Director designated shall be Mat Karriker.
3.2 The OWNER shall have the right of review and examination of the ENGINEER'S work at all times.
3.3 The OWNER shall make available all records (record drawings, construction records, etc.) indicating the existing
configuration of the city utilities.
3.4 The OWNER will be responsible for Advertising Bid Openings.
3.5 The OWNER shall attend the pre-bid conferences, bid openings, pre -construction conferences, construction
progress and other job related meetings, substantial completion inspections and final payment inspections.
ARTICLE 4 - BASIC ENGINEERING SERVICES
The ENGINEER shall render professional Engineering Services as follows:
4.1 PRE -DESIGN INVESTIGATION PHASE
After written authorization to proceed, ENGINEER shall:
4.1.1 Consult with OWNER to clarify and define OWNER's requirements for the Project and review
available data.
4.1.2 Advise OWNER as to the necessity of OWNER's providing or obtaining from others, data or services
and assist OWNER in obtaining such data or services.
4.1.3 Identify and analyze requirements of governmental authorities having jurisdiction to approve the design
of the Project and participate in consultations with such authorities.
4.1.4. Provide analyses of OWNER's needs, planning surveys, site evaluations and comparative studies of
prospective sites and solutions.
4.1.5. Provide a general economic analysis of OWNER's requirements applicable to various alternatives.
4.1.6. Furnish 3 copies and an electronic copy of the Study and Report documents and review them in
person with OWNER.
The Pre -design Investigation Phase will be completed and submitted within 240 calendar days following written
authorization from OWNER to ENGINEER to proceed with that phase of services.
4.2 PRELIMINARY DESIGN PHASE — NOT USED
4.3 FINAL DESIGN PHASE — NOT USED.
4.4 BIDDING OR NEGOTIATING PHASE — NOT USED
4.5 CONSTRUCTION PHASE — NOT USED
4.6. PROJECT DOCUMENTATION — NOT USED
4.7. CONSTRUCTION TESTING — NOT USED
ARTICLE 5 - ADDITIONAL SERVICES
5.1. If OWNER wishes ENGINEER to perform any of the following Additional Services, OWNER shall so instruct
ENGINEER in writing, and ENGINEER shall perform or obtain from others such services and will be paid therefor as
provided in the Agreement:
5.1.1. Legal land surveys performed to obtain data for preparing easements and rights-of-way descriptions.
5.1.2. Preparation of applications and supporting documents for governmental agencies in addition to those
required under Basic Services; preparation or review of environmental studies and related services; and
assistance in obtaining environmental approvals.
5.1.3. Services resulting from significant changes in the general scope, extent or character of the Project or
major changes in documentation previously accepted by OWNER where changes are due to causes beyond
ENGINEER's control.
5.1.4. Providing renderings or models.
5.1.5. Preparing documents for alternate bids requested by OWNER for work not executed or for out -of -
sequence work.
5.1.6. Providing other services not otherwise provided for in the Agreement, including services normally
furnished by the OWNER as elsewhere herein described.
5.1.7. Furnishing the services of independent professional associates or consultants for other than Basic
Services.
5.2. When required by the Contract Documents in circumstances beyond ENGINEER's control, ENGINEER shall
perform or obtain from others any of the following Additional Services as circumstances require during construction and
without waiting for specific instructions from OWNER, and ENGINEER will be paid therefor as provided in this
Agreement:
5.2.1. Services in connection with work directive changes and change orders to reflect the changes requested
by OWNER if the resulting change in compensation for Basic Services is not commensurate with the additional
services rendered.
5.2.2. Services in making revisions to Drawings and Specifications occasioned by the OWNER'S acceptance
of substitutions proposed by Contractor(s); services after the award of each contract in evaluating and
determining the acceptability of an unreasonable or excessive number of substitutions proposed by Contractor;
and evaluating an unreasonable or extensive number of claims submitted by Contractor(s) or others in connection
with the work.
5.2.3. Services resulting from significant delays, changes or price increases occurring as a direct result of
materials, equipment or energy shortages.
5.2.4. Additional or extended services during construction made necessary by (1) work damage by fire or
other causes during construction, (2) a significant amount of defective or neglected work of any Contractor, (3)
acceleration of the progress schedule involving services beyond normal working hours, (4) default by any
Contractor.
ARTICLE 6 - COMPENSATION FOR ENGINEERING SERVICE
6.1 LUMP SUM AGREEMENT FOR BASIC SERVICES AND EXPENSES OF ENGINEER
6.1.1 Payment. The OWNER shall for design phase services performed as Basic Engineering Services under
sections 4.1 through 4.3 of this agreement pay a total sum in the amount of $ 40,770 for such services.
6.1.2 Payment Schedule. Total cumulative payments for the design phase engineering services (sections 4.1
through 4.4) shall not exceed the following ceilings:
$ 4,077 (10 % of design fee) until the scoping meeting report and technical support
report have been submitted to the OWNER.
$ 16,308 (50% of design fee) until the50% draft Design Standards, 50% Revisions to
Ordinance, 50% Specification for Standard Lighting System, 50% Method of Measurement and Field
Verification have been submitted to the OWNER and review authorities.
$ 16,308 (90% of design fee) until the Final Design Standards, Final Revisions to
Ordinance, Final Specification for Standard Lighting System, Final Method of Measurement and Field
Verification have been submitted OWNER and review authorities.
6.1.3 General. Engineer shall submit monthly statements for services rendered. The statements shall be
based upon Engineer's estimate of the proportion of the total services actually completed at the time of billing,
subject to any limitations on Payments based on completion of tasks or specific retainage requirements pursuant
to the payment provisions of the Agreement.
6.1.4 Reimbursable Expenses. Only those expenses specifically identified for payment under section 6.2 of
this Agreement are reimbursable. All other design related expenses are included in the Lump Sum Payment for
the Basic services (4.1 through 4.4) and are not separately reimbursable. Additional Services specifically
identified under the scope of design services for payment under 6.1 are not separately reimbursable.
6.2 DIRECT LABOR COST PAYMENT FOR BASIC SERVICES AND EXPENSES OF ENGINEER — NOT
USED.
ARTICLE 7 - MEANING OF TERMS
7.1 AGREEMENT
As used herein the term "this Agreement" refers to the contents of this document and its Exhibits attached hereto and
referred to as if they were part of one and the same document.
7.2 CONSTRUCTION COSTS
The construction cost of the entire Project (herein referred to as "Construction Cost") means the total cost to OWNER of
those portions of the entire Project designed and specified by ENGINEER, but it will not include ENGINEER's
compensation and expenses, the cost of land, rights-of-way, or compensation for or damages to, properties unless this
Agreement so specifies, nor will it include OWNER's legal, accounting, insurance counseling or auditing services, or
interest and financing charges incurred in connection with the Project or the cost of other services to be provided by others
to OWNER.
7.3 DIRECT LABOR COSTS — NOT USED.
7.4 REIMBURSABLE EXPENSES
Reimbursable Expenses mean the actual expenses incurred by ENGINEER or ENGINEER's independent professional
associates or consultants directly in connection with the Project, such as expenses for: transportation and subsistence
incidental thereto; obtaining bids or proposals from Contractor(s); subsistence and transportation of Resident Project
Representatives and their assistants; toll telephone calls and telegrams; reproduction of reports, Drawings, Specifications,
Bidding Documents and similar Project -related items; and if authorized in advance by OWNER, overtime work requiring
higher than regular rates. In addition, when compensation for Basic Services is on the basis of Direct Labor Costs method
of payment, Reimbursable Expenses will also include the amount billed to ENGINEER by special consultants employed
by ENGINEER and authorized by OWNER (other than as an authorized Additional Services) and will also include
expenses incurred for computer time and other specialized equipment, including an appropriate charge for previously
established programs and expenses of photographic production techniques.
ARTICLE 8 - PAYMENT PROVISIONS
8.1 TIMES OF PAYMENTS. ENGINEER may submit monthly statements for Basic Services and approved
Additional Services rendered and for Reimbursable Expenses incurred; however, payments shall not exceed the ceilings
provided in 6.1 and 6.2. Final payment shall be made only after acceptance of the project by the OWNER. If OWNER
disputes the amount of the billing, OWNER will notify the ENGINEER in writing within ten (10) calendar days of the
receipt of bill of the dispute.
8.2 REQUESTS FOR PAYMENT. Each request for payment shall include a documentation summary of the
period incremental man hours incurred, direct labor rates and billed rates, detail of reimbursable costs, total period billing,
and total cumulative billing. When requested by OWNER services for distinct project segments shall be accounted and
billed separately.
8.3 PAYMENT UNDER TERMINATION. In the event of termination by the OWNER upon the completion of any
phase of the Basic Services, progress payments due ENGINEER for services rendered through such phase shall constitute
total payment for such services. In the event of such termination by OWNER during any phase of the Basic Services,
ENGINEER also will be reimbursed for the charges of pre -approved independent professional associates and consultants
employed by ENGINEER to render Basic Services, and paid for services rendered during that phase on the basis of the
payment provisions of the Agreement. In the event of any such termination, ENGINEER will be paid for unpaid pre -
approved Additional Services and unpaid Reimbursable Expenses which are authorized under this agreement.
ARTICLE 9 - GENERAL CONSIDERATIONS
9.1 TERMINATION OF AGREEMENT
9.1.1 The sole right is hereby reserved to the OWNER to terminate this Engineering Agreement for any and
all causes or for its convenience at any time upon fifteen (15) days written notice to the ENGINEER.
9.1.2 If termination for default is effected by the OWNER, an equitable adjustment in the price provided for
in this Agreement shall be made, but (1) no amount shall be allowed for anticipated profit on unperformed
services or other work, and (2) any payment due to the ENGINEER at the time of termination may be adjusted to
cover any additional costs to the OWNER because of the ENGINEER's default. If termination for convenience
is effected by the OWNER, the equitable adjustment shall include a reasonable profit, as determined by owner,
for services or other work performed. The equitable adjustment for any termination shall provide for payment to
the ENGINEER for services rendered and expenses incurred prior to the termination, in addition to termination
settlement costs reasonably incurred by the ENGINEER relating to commitments which had become firm prior to
the termination.
9.1.3 Upon receipt of a termination action under paragraph 9.1.2, the ENGINEER shall (1) promptly
discontinue all affected work (unless the notice directs otherwise), and (2) deliver or otherwise make available to
the OWNER within ten (10) days copies of all data, design drawings, specifications, reports, estimates,
summaries and such other information and materials as may have been accumulated by the ENGINEER in
performing this Agreement, whether completed or in process.
9.1.4 In the event this Contract is terminated prior to completion, the original copies of the ENGINEER'S
data, recommendations, plans, specifications, analysis and other related documents prepared by the ENGINEER
prior to said termination shall be delivered to and become the property of the OWNER.
9.1.5 Upon termination, the OWNER may take over the work and may award another party an Agreement to
complete the work under this Agreement.
9.1.6 OWNER'S right to terminate is in addition to any other remedies OWNER may have under the law.
9.2 INSPECTION AND AUDIT
All books, papers, records, payrolls, vouchers and invoices relating to costs and expenditures incurred as to the
performance of the services by the ENGINEER hereunder shall be made available to the OWNER, or their authorized
representatives for audit and review, at the ENGINEER'S respective offices at all reasonable times during the contract
period and for three years from the date of final payment.
9.3 EMPLOYMENT
The ENGINEER warrants that he has not employed or retained any company or persons, other than a bona fide employee,
working solely for the ENGINEER, to solicit to secure this contract, and that he has not paid or agreed to pay any
company or person, other than bona fide employees working solely for the ENGINEER, any fee, commission, percentage,
brokerage fee, gifts or any other considerations contingent upon or resulting from the award or making of this Contract.
For breach or violation of this warranty, the OWNER shall have the right to annul the Contract without liability or in its
discretion to deduct from the price or consideration or otherwise recover the full amount of such fee, commission,
percentage, brokerage fee, gift or contingent fee.
All employees of the ENGINEER or other persons while engaged in the performance of work or services required by the
ENGINEER shall be considered employees of the ENGINEER only and not of the OWNER.
9.4 NONDISCRIMINATION
The ENGINEER will have a policy to provide equal employment opportunity in accordance with all applicable state and
federal anti -discrimination laws, regulations, and contracts.
The ENGINEER will not refuse employment to a person, bar a person from employment, or discriminate against a person
in compensation or in a term, condition, or privilege of employment because of race, color, religion, creed, political ideas,
sex, age, marital status, national origin, actual or perceived sexual orientation, gender identity, physical or mental
disability, except when the reasonable demands of the position require an age, physical or mental disability, marital status
or sex distinction.
The ENGINEER shall be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United
States Code, and all regulations promulgated thereunder.
The ENGINEER shall require these nondiscrimination terms of its sub -consultants providing services under this
agreement.
9.5 SUBLETTING OR ASSIGNING OF WORK
The ENGINEER shall not sublet or assign any of the work covered herein without prior written approval of the OWNER.
9.6 STANDARD OF CARE
In providing services under this agreement, the ENGINEER will perform in a manner consistent with the degree of care
and skill ordinarily exercised by members of the same profession currently practicing under similar circumstances. If any
service should be found to be not in conformance with this standard, the ENGINEER shall, at the OWNER's request, re-
perform the service at its own expense. Engineer shall also, at its own expense, make such changes, modifications or
additions to the project which are made necessary as a result of the initial non-performance or the re -performance of
services. The OWNER'S rights herein are in addition to any other remedies the OWNER may have under the law.
9.7 LEGAL RELATIONS:
9.7.1 The ENGINEER shall, consistent with the standard care, comply with those Federal, State, and Local
laws and ordinances applicable to the work to be done.
9.7.2 The ENGINEER agrees to defend, indemnify and hold harmless the OWNER, its officers, directors,
agents and employees from and against any suit, cause of action, claim, cost, expenses, obligation and liability of
any character, including attorney's fees, which is brought or asserted for any bodily injury, death, or physical
damage to property received or sustained by any person, persons, property, business or any other entity, arising
out of or resulting from, or in connection with the ENGINEER'S negligent performance of the work specified in
this agreement.
9.7.3. The ENGINEER agrees to defend, indemnify and hold harmless the OWNER, its officers, directors,
agents and employees, should OWNER, its officers, directors, agents or employees be named as a defendant in
any action where the OWNER'S alleged liability arises from the negligent performance of the ENGINEER'S
work herein described. The obligations of the ENGINEER to defend, indermrify and hold harmless the OWNER
will apply to any suit, cause of action, claim, cost or obligation including, without limitation, those alleged under
the common law or pursuant to a federal or state statute or regulation including those arising in, tort, trespass,
nuisance, and strict liability.
9.7.4 In the event the OWNER is found proportionately responsible for any damages ultimately awarded to a
plaintiff or plaintiffs in any lawsuit, the ENGINEER will be responsible for only those damages, costs, or
liabilities as are attributable to the ENGINEER'S percent of fault as compared with 100% of the fault giving rise
to the damages. Should the OWNER be found responsible for negligence by its own officers, directors, agents or
employees, then in that event the OWNER agrees to reimburse the ENGINEER for the reasonable attorney's fees
and costs incurred in any defense of the OWNER in an amount proportional to the fault attributed to the
OWNER. The indemnity required herein shall not be limited by reason of the specification of any particular
insurance coverage in this Agreement.
9.7.5 Should either OWNER or ENGINEER be held responsible, for any damages, costs or liabilities
resulting from intentional misconduct by any officer, director, agent or employee in connection with the work
specified in this Agreement, then in that event, that party shall defend, indemnify and hold harmless the other as
to any damages, costs or liabilities that result from or arise out of that intentional misconduct, including
reasonable attorney's fees and costs which shall include costs and salary of the city attorney or other in-house
counsel. Further, notwithstanding the obligations set forth in paragraphs 9.7.2 and 9.7.3 above, the ENGINEER
agrees to defend OWNER where the OWNER'S alleged liability arises from intentional misconduct by the
ENGINEER. Should the OWNER be found responsible for intentional misconduct by its own officer, director,
agent or employee, then OWNER agrees to reimburse ENGINEER for the reasonable attorney's fees and costs
incurred in any defense of the OWNER.
9.7.6 The ENGINEER shall perform this agreement as an independent contractor, and as such, is responsible
to the OWNER only as to the results to be obtained in the work herein specified, and to the extent that the work
shall be done in accordance with the terms, plans and specifications. The ENGINEER shall have and maintain
complete control over all of its employees, subcontractors, agents and operations, being responsible for any
required payroll deductions and providing required benefits, such as, but not limited to worker's compensation
with statutory limits, and unemployment insurance.
9.8 INSURANCE
The ENGINEER shall secure and furnish to the OWNER certificate of insurance, therein, naming the OWNER as an
additional insured, to include thirty (30) days notice of cancellation or non -renewal.
Without limiting any of ENGINEER's obligations hereunder, ENGINEER shall secure and maintain, until the work is
completed and accepted by the OWNER, insurance coverage naming the OWNER as additional insured with minimum
insurance coverage as follows:
Type of Coverage
Employers' Liability_
General Liability:
Bodily Injury & Property Damage
Single and combined
General Aggregate:
Excess Liabilitv Coverage (umbrella
Automobile:
Bodily Injury covering all
automobiles, trucks,
tractors, trailers, or
other automotive equip-
ment whether owned or
rented by Engineer or
owned by employees of
Engineer.
Property Damage covering
all automobiles, trucks,
tractors, trailers or other
automotive equipment whether
owned or rented by Engineer
or owned by employees of
Engineer
Limits
100 000. per accident
$ 1,000,000. per accident
$ 2,000,000.
$1,000,000. each occurrence
$ 1,000,000 each person
$ 1,000,000 each occurrence
$ 100,000 each occurrence
Bodily Injury r_operty $1,000,000 each occurrence
Damage Single and combined
In addition to the above insurance coverage, the ENGINEER shall secure and maintain, until the work is completed and
accepted by the OWNER, and without naming OWNER as an additional insured, professional errors and omissions
coverage as follows:
Professional Errors & Omissions: $ 1,000,000 per claim and
aggregate each occurrence
9.9 ENDORSEMENT
The ENGINEER shall place his endorsement on all drawings and other data furnished by him.
9
9. 10 OWNERSHIP OF DOCUMENTS
The parties admit and agree the documents produced under this agreement are not intended or represented to be suitable
for reuse by OWNER or any other individual on any other project. Any reuse without written verification or adaptation by
ENGINEER will be at OWNER'S sole risk and without liability or legal exposure to ENGINEER, or to ENGINEER's
independent professional associates or consultants. Files in electronic media format of text, data, graphics, or of other
types that are furnished by ENGINEER to OWNER are only for convenience of owner. Any, conclusion or information
obtained or derived from such electronic files will be at the user's sole risk.
9.11 PUBLIC INFORMATION
The ENGINEER shall not issue any statements, releases or information for public dissemination without prior approval of
the OWNER.
9.12 PROPRIETARY RIGHTS
If patentable discoveries or inventions should result from work required herein, all rights accruing• from such discoveries
or inventions shall be joint property of the ENGINEER and the OWNER. Provided that the OWNER, state agencies or
political subdivisions and the United States Government shall have the irrevocable, nonexclusive, nontransferable and
royalty -free license to use each invention in the manufacture, use and disposition, according to law, of any article or
material, and in the use of any method that may be developed as part of the work described and contemplated herein.
9.13 RECORDS
The ENGINEER shall maintain accounting records and other evidence pertaining to the cost incurred and to make the
records available at all reasonable times during the Contract term and for one (1) year from the date of final payment.
Such accounting records and other evidence pertaining to the cost incurred will be made available for inspections by
OWNER.
9.14 SUCCESSORS IN INTEREST
The covenants, agreements and all statements in this Contract apply to and shall be binding on the heirs, personal
representatives, successors and assigns of the respective parties.
10
9.15 ATTORNEY'S FEES AND COSTS
That in the event it becomes necessary for either Party of this Contract to retain an attorney to enforce any of the terms or
conditions of this Contract or to give any notice required herein, then the prevailing Party or the Party giving notice shall
be entitled to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel to include City
Attorney.
9.16 MODIFICATIONS AND AMENDMENTS
That any amendment or modification of this Contract or any provisions herein shall be made in writing or executed in the
same manner as this original document and shall after execution become a part of this Contract.
In witness Whereof, the Parties hereto do make and execute this Agreement.
CITY OF BOZEMAN, MONTANA ENGINEER
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(City Manager)
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EXHIBIT A
CLANT CIATES'
LIGHTING DESIGN AND ENGINEERING
May 19, 2015
EXHIBIT A: SCOPE OF WORK
Mat Karriker, Engineering Inspector
City of Bozeman - Public Works
20 E. Olive St.
Bozeman, MT 59715
mkarriker(abozeman.net
Re: Bozeman LED Standards Development Project
Exterior Lighting Design Consulting Proposal
Clanton and Associates proposes to undertake the lighting consulting for the LED Standards
Development Project located in Bozeman, Montana.
Estimated fees:
BASE SCOPE $ 40,770
CLANTON & ASSOCIATES - FEES $ 35,220
KATH WILLIAMS & ASSOCIATES - FEES $ 1,980
EXPENSES _ $ 3,570
ADDITIONAL SCOPE I Fees TBD
The base scope of work includes:
1. Scoping meeting with the City of Bozeman.
2. Technical review of current LED street lighting retrofit project.
3. Design standards for LED street lighting to be used throughout the City of Bozeman
including standard drawings.
4. Develop recommended revisions to be made to the Unified Development Ordinance
requiring LED lighting.
5. Develop specification for standard lighting system hardware.
6. Develop specification for standard method of measurement and field verification of lighting
output.
The additional scope of work may include the following tasks, which are listed in order of
suggested priority. Fees for these scope items will be developed at the request of the,City of
Bozeman.
1. Economic analysis including return on investment analysis for selected lighting and control
system projects.
2. Demonstration pilots for community input in luminaire selection. Presentations to City
officials and public as deemed appropriate.
3. Evaluation of mid -block crosswalk lighting.
4. Intelligent lighting controls specification, selection and demonstration pilot.
5. Evaluation of existing street lighting effectiveness and priority replacement plan.
6. Evaluation of existing street lighting electrical distribution system.
7. Develop plan to coordinate with Northwest Energy for ownership and maintenance of
streetlights.
8. Support City in Utility negotiations for street lighting purchase and/or new rates.
4699 Nautilus Court South, Suite 102, Boulder, CO 80301 Tel 303-530-7229 Fax 303-530-7227
9. Solar photovoltaic luminaire specification and details.
10. Review current lighting design projects.
11. Evaluation of lighting district organization.
12. Electrical distribution design for lighting including plans for specific projects.
13. Request for Proposal (RFP) development for luminaires and control systems procurement.
14. Coordinate with City of proposal for co -location of micro cell emitters.
15. Sports lighting retrofit design and/or evaluation of proposals.
16. Parks lighting retrofit design.
17. Other municipal owned lighting systems including interior building lighting.
18. Help identify infrastructure grants and funding options such as leasing poles, etc.
19. Equipment procurement.
20. Additional meetings in Bozeman.
21. Stakeholder meetings.
Fees are lump sum, with invoicing occurring monthly on a percentage of tasks completed. A
breakdown of the design services shall include the following:
Scoping Meeting
Night driving tour of Bozeman street lighting
Attend scoping meeting in Bozeman
$ 3,200 (Clanton & Associates fees)
$ 660 (Kath Williams & Associates fees)
$ 2,310 (expenses)
Technical Support $ 2,020 (Clanton & Associates fees)
• Assist the City with technical review of street lighting retrofit project
Design Standards
$ 11,190 (Clanton & Associates fees)
Develop lighting criteria
o Local, collector, arterial, alley
o Commercial typical parking area (up to two.typical areas)
o Walkways
o Crosswalks
Develop lighting standard drawings (AutoCAD format)
o Light poles and bases
■ Streets (decorative and standard)
■ Walkways (decorative and standard)
■ Parking lots
o Foundations (for aesthetics and electrical only)
■ Streets
■ Walkways (hardscape and landscape)
■ Parking Lots
Up to two submittals
Coordination meeting with City by phone
Revisions to Unified Development Ordinance $ 5,050 (Clanton & Associates fees)
• Review existing ordinance
• Provide content to incorporate lighting zones, BUG ratings, and light pollution mitigation
• Up to two submittals
• Coordination meeting with City by phone
4699 Nautilus Court South, Suite 102, Boulder, CO 80301 Tel 303-530-7229 Fax 303-530-7227
Specification for Standard Lighting System $ 6,400 (Clanton & Associates fees)
• Develop lighting and electrical specifications for:
o Luminaires
o Light poles
o Conduit
o Wiring
o Pull boxes
o Lightning protection
o Grounding
o Lighting control center
o Meter pedestals
• Up to two submittals
• Coordination meeting with City by phone
Method of Measurement & Field Verification $ 4,960 (Clanton & Associates fees)
• Review current measurement methods with City
o Luminance measurements
■ Manual measurements
■ GPS located measurements
■ Luminance mapping (high dynamic range photography)
o Illuminance measurements
■ Manual measurements
■ GPS located measurements
• Up to two submittals
• Coordination meeting with City by phone
Consultant (Kath Williams & Associates) $ 1,320 (Kath Williams & Associates fees)
• Coordination with City of Bozeman
Meetings in Bozeman $ 2,400 (Clanton & Associates fees)
$ 1,260 (Expenses)
• 50% Comment review and resolution meeting (1 person, 1 day)
This scope of work is based upon normal project progress and within the time schedule agreed
upon, without major redesign or change order work. Additional fees will be required if project timing
is extended or project is put on hold and restarted at later date. If the project timing exceeds one
year, then extra services rates may increase.
The scope is based on emails and documents sent by Mat Karriker (City of Bozeman) to Dane
Sanders and Nancy Clanton (Clanton & Associates).
Client will supply Clanton and Associates with review materials and backgrounds in AutoCAD
format. Reimbursable expenses shall include printing costs; overnight delivery and travel expenses
associated with the project and shall be charged in addition to the compensation for professional
services. Payment for services is expected within 30 days of invoice unless other arrangements
are made in writing.
Clanton & Associates, Inc, additional services shall be charged at the following hourly rates:
4699 Nautilus Court South, Suite 102, Boulder, CO 80301 Tel 303-530-7229 Fax 303-530-7227
Senior Principal
$250 / hr
Principal
$150 / hr
Senior Engineer
$110 / hr
Senior Designer
$110 / hr
Engineer
$ 90/hr
Designer
$ 90/hr
Intern
$ 80/hr
Production Manager
$110 / hr
Senior CADD Technician
$ 90/hr
CADD Technician
$ 65/hr
Administration
$ 60/hr
Work shall commence upon receipt of a signed copy of this agreement. This agreement must be
signed within 60 days or it is invalid.
N & ASSOCIATES
RM
May 19, 2015
4699 Nautilus Court South, Suite 102, Boulder, CO 80301 Tel 303-530-7229 Fax 303-530-7227