HomeMy WebLinkAboutRtfy - HA29410D - CO1-2 - Carlos Ortega Villas 825-11Contract No. HA29410D
REQUEST:
SUBMITTED BY:
CONSULTANT:
DATE:
CONTENTS:
Recommendation
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
RATIFY CHANGE ORDER NO. 1 AND APPROVE CHANGE
ORDER NO. 2 TO MSA CONSULTING, INC., FOR CONTRACT
NO. HA29410D FOR CONSTRUCTION STAKING SERVICES
FOR THE CARLOS ORTEGA VILLAS PROJECT (PROJECT NO.
825-11)
Heather Buck, Project Administrator
MSA Consulting, Inc.
34200 Bob Hope Drive
Rancho Mirage, CA 92270
August 27, 2015
Memo to Executive Director regarding Change Order No. 1
Change Order No. 1
Change Order No. 2
By Minute Motion that the Authority Board:
1. Ratify Change Order No. 1 in the amount of $6,720.00 for Contract No.
HA29410D with MSA Consulting, Inc., for construction staking services
for the Carlos Ortega Villas (Project No. 825-11);
2. Approve Change Order No. 2 in the amount of $3,875.00 for Contract
No. HA29410D with MSA Consulting, Inc., for construction staking
services for the Carlos Ortega Villas (Project No. 825-11);
3. Authorize the Finance Director to transfer $3,875.00 from contingency
to base; and
4. Authorize the Chairman to execute Change Order Nos. 1 and 2.
Funds are available in Account Nos. 8718691-4400100 and 7038691-4400100, Capital
Improvements, for this purpose.
Commission Recommendation
On July 9, 2014, when staff brought the award of contract for Optimus Construction,
Inc., before the Housing Commission, the Commission was made aware that issues
Staff Report
Change Order 1 and 2 to Contract No. HA2941 OD with MSA Consulting — Carlos Ortega Villas
Page 2 of 3
August 27, 2015
could arise during the summer recess that might go straight to the Housing Authority for
approval rather than coming before the Commission first in order to keep the project on
schedule. Staff will bring this to the Housing Commission in September to receive and
file.
Background
On June 12, 2014, the Authority Board authorized award of Contract No. HA29410D for
construction staking services for the Carlos Ortega villas project to MSA Consulting,
Inc., in the amount of $134,400.00 with $13,440.00 set aside for contingency.
Change Order 1:
MSA Consulting, Inc., (MSA) has been providing professional services related to the
off-street parking lot at Palm Desert Country Club associated with the Carlos Ortega
Villas (COV) project including the following:
• Legal description and exhibit
• Surveying
• Construction staking
Up until this time, costs for the additional work have been absorbed into the Project
Area 4 line item on the Purchase Order for MSA's contract. There are no longer
sufficient funds in this line item to absorb these costs. Therefore, the Executive Director
authorized Change Order No. 1 to MSA in the amount of $6,720.00 (50 percent of the
contingency on Contract No. HA29410D). This allowed staff to pay the June invoice
from MSA.
Change Order 2:
Change Order No. 2 will encompass two items. First, an additional amount of
$2,577.50 will be required to cover the remainder of MSA's costs associated with
parking lot scope. Second, an amount of $1,297.50 is required to cover non -contract
staking required for off -site utilities, underground storm drain and similar items that were
unforeseen at the time the contract scope of work was finalized. Staff recommends
approval of Change Order No. 2 in the cumulative amount of $3,875.00.
Fiscal Analysis
Funds are available in the contract contingency.
The estimated costs for the project are listed on ROPS lines 171 and 186. Although the
Housing Authority will initially advance the funds for this work, the SARDA may
reimburse the Authority for the costs from bond proceeds. The 2007 Housing Set -Aside
bond issuance included the Carlos Ortega Villas as a project in the bond covenants.
Staff Report
Change Order 1 and 2 to Contract No. HA29410D with MSA Consulting — Carlos Ortega Villas
Page 3 of 3
August 27, 2015
The estimated costs for these off -site improvements may be reimbursable from Project
Area 4 Bond Proceeds. The off -site improvements considered in these Change Orders
are necessary to compensate for the lost parking due to the new traffic circle
constructed as a condition of the COV project and are eligible to be reimbursed by
ROPS line 186.
As a requirement of the State Department of Finance, a Bond Proceeds Funding
Agreement was approved to facilitate this purpose by the Oversight Board on
October 7, 2013, and by the Authority Board on October 10, 2013.
Submitted By:
Heather Buck, Project Administrator
Martin Alvarez
Director of Economic Development
Reviewed:
%/�
Paul S. Gibson, Director of Finance
, Approval:
A
M. Wohlmuth, Executive Director
Janet
Moore, Director of Housing
Rudy costa
Assistant City Manager
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VERIFIED BY: RI3V-1 rt►M
Original on file with City Clerk's OfficE
PALM DESERT HOUSING AUTHORITY /
SUCCESSOR AGENCY TO THE PALM DESERT
REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
To: John M. Wohlmuth, Executive Director
From: Heather Buck, Project Administrator
Date: August 3, 2015
Subject: CARLOS ORTEGA VILLAS - PROJECT NO. 825-11
REQUEST FOR CHANGE ORDER NO. 1 TO MSA CONSULTING, INC.
MSA Consulting, Inc., (MSA) has been providing professional services related to the off-
street parking lot at Palm Desert Country Club associated with the Carlos Ortega Villas
(COV) project including the following:
• Legal description and exhibit
• Surveying
• Construction staking
Up until this time, costs for the additional work have been absorbed into the Project
Area 4 line item on the Purchase Order for their contract. There are no longer sufficient
funds on this line item to absorb these costs. Therefore, staff requests approval of
Change Order No. 1 to MSA in the amount of $6,720.00 (50 percent of the contingency
on Contract No. HA29410D). This will allow staff to pay the June invoice from MSA.
An additional amount (approximately $2,577.50) will be required to cover all of MSA's
costs associated with parking lot scope. Staff will bring the ratification of Change Order
No. 1 ($6,720.00) and the request for approval of Change Order No. 2 (approximately
$2,577.50 for the parking lot) to the Housing Authority meeting in August.
Staff recommends approval of Change Order No. 1, authorizing the transfer of
$6,720.00 from contingency to base Purchase Order.
Interoffice Memo — Change Order No. 1 to Contract No. HA29410D with MSA
August 3, 2015
Page 2
Project Area 4 Bond Funds are available for this purpose in Account No. 7038691-
7700100, Capital Improvements.
If you are in concurrence please sign below and retum to me for processing.
If there are any questions, please let me know.
Heather Buck, Project Administrator
Attachments (as noted)
Reviewed and Approved:
oM. Wohlmuth, Executive Director
cc: Paul Gibson, Director of Finance
Mark Greenwood, P.E., Director of Public Works
Martin Alvarez, Director of Economic Development
Janet Moore, Director of Housing
Veronica Tapia, Management Analyst
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PALM DESERT HOUSING AUTHORITY
PROFESSIONAL SERVICES CHANGE ORDER
Contract Purpose
Consultant's Name
Address:
Carlos Ortega Villas
MSA Consulting, Inc.
34200 Bob Hope Drive
Rancho Mirage, California 92270
Contract # / P.O. # I HA29410D I P112014
Change Order No. {� 1
Contingency: YES I NO
Account No. 8718691-4400100
Project No. I 825-11
Vendor No.
V0009953
You are hereby requested to comply with the following changes from the contract plans and specifications:
DESCRIPTION OF CHANGES DECREASE INCREASE
In Contract Price In Contract Price
PDCC off -site parking lot legal description & exhibits, surveying, and
construction staking
TOTALS:
NET CHANGE IN CONTRACT PRICE:
JUSTIFICATION: Additions to the scope of the contract.
TOTAL BUDGET FOR PROJECT: + 141,120.00
Less: Expend. & Encumb. To Date: - 134,400.00
Less: This Change Order Amount: 6,720.00
BALANCE OF BUDGET
REMAINING FOR PROJECT:
0.00
6,720.00
6,720.00
6,720.00
CONTINGENCY:
Amount Approved by Council: + 13,440.00
Less: Prior Change Order(s):
Less: This Change Order: 6,720.00
Balance Remaining of Contingency: 6,720.00
The amount of the Contract will be Increased by the Sum of: Six Thousand Seven Hundred Twenty and 00/100
Dollars ($6,720.00).
G \PjbWorks\PROJECTS\825-11 Carlos Ortega Villas\Staff Reports\2015-08-27 SR - MSA Contract COI and CO2\MSA Change Order No 1 docx
See reverse ...
Contract HA29410D Change Order No. 1 Continued from front
This Change Order covers changes to the subject contract as described herein. The Contractor shall construct, furnish
equipment and materials, and perform all work as necessary or required to complete the Change Order items for a
lump sum price agreed upon between the Contractor and the City of Palm Desert, otherwise referred to as Owner.
Contract Time Extension -0- Days.
Revised Contract Total $141,120.00.
The undersigned Contractor approves the foregoing Change Order No. 1 as to the changes, if any, in the contract
price specified for each item including any and all supervision costs and other miscellaneous costs relating to the
change in work, and as to the extension of time allowed, if any, for completion of the entire work on account of said
Change Order No. 1. The Contractor agrees to furnish all labor and materials and perform all other necessary work,
inclusive of that directly or indirectly related to the approved time extension, required to complete the Change Order
items. This document will become a supplement of the contract and all provisions will apply hereto. It is understood
that the Change Order shall be effective when approved by the Owner.
Execution of this Change Order by the Contractor constitutes a binding accord and satisfaction that fully satisfies,
waives, and releases the Owner from all claims, demands, costs, and liabilities, in contract, law or equity, arising out of
or related to the subject of the Change Order, whether known or unknown, including but not limited to direct and
indirect costs and/or damages for delay, disruption, acceleration, loss of productivity, and stacking of trades, as well as
any and all consequential damages.
This document will become a supplement to the Contract and all provisions will apply hereto, all items included above
must have required signatures as per the purchase resolution.
REQUESTED BY: 2. ACCEPTED BY:
DEPARTMENT HEAD CONTRACTOR Date Accepted
CERTIFIED
FUNDS AVAILABLE: 4. APPROVED BY:
FINANCE DIRECTOR SUSAN MARIE WEBER, CHAIRMAN Date Approved
NOTE: No payments will be made prior
to Executive Director and Housing
Authority approval
EXECUTIVE DIRECTOR Date Approved
G \PubWorks\PROJECTS\825.11 Carlos Ortega \Staff Reports\2015-08-27 SR - MSA Contract CO1 and CO2.MSA Change Order No 1 docx
See reverse ...
PALM DESERT HOUSINGAUTHORTI'Y
PROFESSIONAL SERVICES CHANGE ORDER
Contract Purpose
Consultant's Name
Address
Carlos Ortega Villas
MSA Consulting, Inc.
34200 Bob Hope Drive
Rancho Mirage, California 92270
Contract # / P.o. # I HA29410D I P112014
2
YES) I NO
8718691-4400100
Project No 1 825-11
Change Order No
Contingency
Account No
Vendor No
V0009953
You are hereby requested to comply with the following changes from the contract plans and specifications:
DESCRIPTION OF CHANGES DECREASE INCREASE
In Contract Price In Contract Price
2,577.50
Additional work related to PDCC off -site parking lot
Non -contract staking for off -site utilities, underground storm drain and
similar unforeseen items
TOTALS:
NET CHANGE IN CONTRACT PRICE:
JUSTIFICATION: Additions to the scope of the contract.
TOTAL BUDGET FOR PROJECT: + 144,995.00
Less: Expend. & Encumb. To Date: 141,120.00
Less: This Change Order Amount: - 3,875.00
BALANCE OF BUDGET
REMAINING FOR PROJECT:
0.00
1,297.50
3,875.00
3,875.00
CONTINGENCY:
Amount Approved by Council: + 13,440.00
Less: Prior Change Order(s): 6,720.00
Less: This Change Order: 3,875.00
Balance Remaining of Contingency: 2,845.00
The amount of the Contract will be Increased by the Sum of: Three Thousand Eight Hundred Seventy-five and
00/100 Dollars ($3,875.00).
G \PubWorks\PROJECTS\825-11 Carlos Ortega Villas\Staff Reports12015-08-27 SR - MSA Contract CO1 and CO2 MSA Change Order No 2 docx
See reverse ...
Contract HA29410D Change Order No. 2 Continued from front
This Change Order covers changes to the subject contract as described herein. The Contractor shall construct, furnish
equipment and materials, and perform all work as necessary or required to complete the Change Order items for a
lump sum price agreed upon between the Contractor and the City of Palm Desert, otherwise referred to as Owner.
Contract Time Extension -0- Days.
Revised Contract Total $144,995.00.
The undersigned Contractor approves the foregoing Change Order No. 2 as to the changes, if any, in the contract
price specified for each item including any and all supervision costs and other miscellaneous costs relating to the
change in work, and as to the extension of time allowed, if any, for completion of the entire work on account of said
Change Order No. 2. The Contractor agrees to furnish all labor and materials and perform all other necessary work,
inclusive of that directly or indirectly related to the approved time extension, required to complete the Change Order
items. This document will become a supplement of the contract and all provisions will apply hereto. It is understood
that the Change Order shall be effective when approved by the Owner.
Execution of this Change Order by the Contractor constitutes a binding accord and satisfaction that fully satisfies,
waives, and releases the Owner from all claims, demands, costs, and liabilities, in contract, law or equity, arising out of
or related to the subject of the Change Order, whether known or unknown, including but not limited to direct and
indirect costs and/or damages for delay, disruption, acceleration, loss of productivity, and stacking of trades, as well as
any and all consequential damages.
This document will become a supplement to the Contract and all provisions will apply hereto, all items included above
must have required signatures as per the purchase resolution.
REQUESTED BY: 2. ACCEPTED BY:
3. CERTIFIED
FUNDS AVAILABLE:
DEPARTMENT HEAD
FINANCE DIRECTOR
NOTE: No payments will be made prior
to Executive Director and Housing
Authority approval
CONTRACTOR Date Accepted
APPROVED BY:
SUSAN MARIE WEBER, CHAIRMAN Date Approved
EXECUTIVE DIRECTOR Date Approved
G \PubWorks\PROJECTS \825-11 Carlos Ortega Villas\Staff Reports\2015-08-27 SR - MSA Contract CO' and CO2\MSA Change Order No 2 docx
See reverse ..