HomeMy WebLinkAboutResolution - 2021-R0036 - 3rd Amendment to Agreement with TMG Utility Advisory Services, Inc. 1.26.21Resolution No. 2021-R0036
Item No. 6.10
January 26, 2021
RESOLUTION
WHEREAS, Lubbock Power & Light is the municipally owned electric utility of
the City of Lubbock ("LP&L");
WHEREAS, by Professional Services Agreement dated effective June 14, 2018
(the "Original Agreement"), the City of Lubbock, acting by and through Lubbock
Power & Light, through action by the Electric Utility Board and the City Council,
contracted with TMG Utility Advisory Services, Inc. ("TMG"), to perform professional
consulting services related to implementation of various systems for LP&L, as more
particularly described in the Original Agreement;
WHEREAS, by First Amendment to Professional Services Agreement dated
August 20, 2019, Resolution EUB 2019-R0054, and City Council Resolution No.
2019-RO320 ("First Amendment"), LP&L and TMG agreed to amend the Original
Agreement as regards certain matters relating to the TMG Utility Forum;
WHEREAS, by Second Amendment to Professional Services Agreement dated
May 19, 2020, Resolution EUB 2020-R0083, and City Council Resolution No. 2020-
R0186 ("Second Amendment"), LP&L and TMG agreed to extend the term and
increase the not -to -exceed amount of the Original Agreement, as amended;
WHEREAS, the Original Agreement, as amended, is in need of further to provide
for additional support hours necessary to complete the Services, and to increase the
compensation paid to TMG for such additional work; and
WHEREAS, LP&L desires to further amend the Original Agreement, as amended,
to provide for such matters; NOW, THEREFORE:
WHEREAS, the City Council of the City of Lubbock desires to authorize the
execution of the Third Amendment to TMG Advisory Services Professional Services
Agreement by the Mayor of the City of Lubbock; NOW, THEREFORE:
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock BE and is hereby authorized and directed
to execute, for and on behalf of the City of Lubbock that certain Third Amendment to
TMG Advisory Services Professional Services Agreement, by and between the City of
Lubbock, acting by and through Lubbock Power & Light, and TMG Utility Advisory
Services, Inc., as attached hereto and incorporated herein as though set forth fully
herein in detail, and any documents related thereto.
Passed by the City Council this 26th day of January, 2021.
DANIEL M. POPE, Mayor
ATTEST:
wAqY (ev
Bec y Garza, City Secretary
APPROVED AS TO CONTENT:
La7&a—
David McCalla, Director of Electric Utilities
APPROVED AS TO FORM:
la--- 4-, —.
Hunter Harrison, LP&L Electric Utilities Attorney
Resolution No. 2021-R0036
THIRD AMENDMENT
to
TMG Utility Advisory Services Professional Services Agreement
This Third Amendment to Professional Services Agreement ("Third Amendment"), is
entered into this 19th day of January, 2021, by and between the City of Lubbock, Texas, acting by
and through Lubbock Power & Light ("LP&L"), and TMG Utility Advisory Services, Inc.
("TMG").
WITNESSETH
WHEREAS, LP&L and TMG entered into that certain Professional Services Agreement,
dated effective June 14, 2018, Resolution No. EUB 2018-R0044, and City Council Resolution No.
2018-R0195 (the "Original Agreement"), wherein LP&L contracted with TMG to perform
professional consulting services related to implementation of various systems for LP&L, as more
particularly described in the Original Agreement ("Services");
WHEREAS, LP&L and TMG entered into that certain First Amendment to Professional
Services Agreement dated August 20, 2019, Resolution EUB 2019-R0054, and City Council
Resolution No. 2019-R0320 ("First Amendment'), wherein LP&L and TMG agreed to amend the
Original Agreement as regards certain matters relating to the TMG Utility Forum;
WHEREAS, LP&L and TMG entered into that certain Second Amendment to Professional
Services Agreement dated May 19, 2020, Resolution EUB 2020-R0083, and City Council
Resolution No. 2020-R0186 ("Second Amendment'), wherein LP&L and TMG agreed to perform
additional work and provided additional time required to complete the Services;
WHEREAS, LP&L desires to further amend the Original Agreement, as amended, to
provide for additional support hours necessary to complete the Services;
Third Amendment to TMG Utility Advisory Services Professional Services Agreement - TMG Utility Advisory Services, Inc.
Page 1
WHEREAS, to accommodate such additional work, an increase in the not -to -exceed
amount provided for in the Original Agreement, as amended, is in need of modification;
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of
which is hereby acknowledged, LP&L and TMG agree as follows:
1. Article II, Services and Compensation, Section C, is deleted in its entirety and hereby
replaced with the following:
"Except as provided below, the total sum to be paid hereunder shall not exceed, in any
circumstance, the sum of Four Million Two Hundred Eleven Thousand Nine Hundred
Seventy -Eight and 25/100 Dollars ($4,211,978.25). In the event the optional Services
related to water module installation are requested by LP&L, as are identified in the
Statement of Work, the total sum to be paid hereunder shall not exceed the sum of Four
Million Four Hundred Thousand Five Hundred Ninety -Five and No/100 Dollars
($4,400,595.00)."
2. Exhibit A to the Original Agreement, as amended, is hereby amended as identified in
Exhibit 2 to this Third Amendment.
3. Except as amended hereby, the terms and conditions of the Original Agreement, as
amended, shall remain valid and subsisting as originally provided.
IN WITNESS WHEREOF, the parties have executed this Third Amendment by their duly
authorized representatives as of the date first written above.
TMG Utility Advisory Services, Inc.
By: b (_,�
Name: qam Glanvill
Title: President
Third Amendment to TMG Utility Advisory Services Professional Services Agreement - TMG Utility Advisory Services, Inc.
Page 2
City of Lubbock, Texas
A home rule municipal corporation
Daniel M. Pope, Mayor
ATTEST:
�V
Rebecca Garza, City Secretary
APPROVED AS TO CONTENT
[-k-A1b4N-V'-2
Andy Burc am
Assistant Director / Chief Financial Officer
APPROVED AS TO FORM
Hunter Harrison, LP&L Electric Utilities Attorney
Third Amendment to TMG Utility Advisory Services Professional Services Agreement - TMG Utility Advisory Services, Inc.
Page 3
CITY OF LUBBOCK, acting by and
through Lubbock Power & Light
David McCalla, Director of Electric Utilities
APPROVED AS TO CONTENT:
Andy Burc am, Assistant Director 1
Chief Financial Officer
APPROVED AS TO FORM:
Z�—L- iikt n.
Hunter Harrison, LP&L Electric Utilities Attorney
Third Amendment to TMG Utility Advisory Services Professional Services Agreement - TMG Utility Advisory Services, Inc.
Page 4
Exhibit 2 to Third Amendment to
TMG Utility Advisory Services Professional Services Agreement
Exhibit A to the Original TMG Utility Advisory Services Professional Services Agreement, as
previously amended, is hereby further amended as follows:
1. The "Summary of TMG's Responsibilities" is amended to delete Section 3(c) in its
entirety. The remainder of the "Summary of TMG's Responsibilities" remains unchanged.
2. Task 1.2.4, entitled "Implementation Activities - Project Management, Field Installation"
is amended to extend the implementation activities from the initial installation phase to the
system acceptance phase.
3. Task 1.2.5, entitled "Network Performance Mitigation — Project Management" is added, as
follows:
Itron has substantially complete installations, but the network performance is not
at the level of contractual commitment requiring additional fieldwork. This
involves the following ongoing tasks:
• TMG will dedicate its time to provide services through the system acceptance
phase
• Oversight of contractual obligations
• Negotiation of any proposed solutions to performance issue
• Detailed network performance measurement and reporting
• Scheduling
• Progress reports
• Project team management
• Formal and informal communication on all relevant events;
• Participation in staff meetings to ensure information sharing, problem solving
and decision making;
• Manage and document issue resolution activities; and
• Provide project advice and recommendations.
Deliverable: Project Management during the "return to utility stage "
4. Task 1.2.6, entitled "Itron Data Center Move -- Project Management" is added as follows:
The Itron data center move will consist of the following project tasks for the transition of
the hosted data center managed by Itron. Itron has requested to move the location of
their data center and this task is to manage the impact on the business operations of
COLD:
• TMG will dedicate its time to provide services through completion of the data center
move;
• Coordination of the timing of the project to align with other business goals (i.e. AMI
Network performance, CIS project impact, Daily business operations; and
• Pre/post move testing and performance analysis.
TMG will provide leadership, management, and industry/product expertise.
Activities will include but will not be limited to:
• Detailed project planning and project auditing;
• Monitoring progress against deliverables and milestones;
• Managing the preparation of plans (e.g., cutover plan, etc.);
• Scheduling;
• Progress reports,
• Meeting minutes;
• Project team management;
• Issue tracking between ITRON and City of Lubbock Utilities;
• Formal and informal communication on all relevant events;
• Participation in staff meetings to ensure information sharing, problem solving and
decision making;
• Manage and document issue resolution activities; and
• Provide project advice and recommendations.
Deliverable: Project Management during the "network mitigation stage"
5. Task 1.3.2, entitled "CIS/MDMS/MWFM Implementation Activities — Project
Management" is amended to extend the implementation activities from the initial
installation phase to the system acceptance phase.
6. Task 1.3.3, entitled "SFTP Location" is added as follows:
TMG staff will provide an SFTP location through May 1, 2021 that will be used by LP&L to
transfer files produced by CCS or received from vendors to be used by Oracle CCS.
7. Task 1.3.4, entitled "SFTP Location Monitoring" is added as follows:
TMG staff will monitor the SFTP location and communicate file transfer issues when they
arise through September 30, 2020.
8. Activity 3.2, entitled "Load Meter Exchange Artifacts for Use by CIS/MDMS/MWFM
Vendor" is deleted in its entirety.
9. The table in Section 5, entitled "Forecasted Hours by Month (AMI - Electric, MWFM,
CIS)" is hereby deleted in its entirety and replaced with the following:
June 14, 20180riginal Agreement
Month
AMI Startup
AMI Initial
IAM)Itetlon
AMI Electric
Field
Installation
AMI Test
MWFM
Startup
MWFM PM
MWFM Test
CIS Startup
CIS PM
CIS Test
BPR/OCM
QA
Dab
Conversion
AMI/Bonner
....Ration
Total Mthly
Hours
18-Jun
175.000
175.00(
is -Jul
-
175.ODO
-
-
-
-
40.000
160.0DO
375.00(
18•Aug
175.000
-
-
-
-
40.000
200.ODO
415.
28-Sepi
175.ODO
40.000
200.000
415.
18-Oct
175.000
275.000
40.000
40.000
430.004
19-Nov
175.000
175.00D
40.000
40.000
430.
18-Dec
-
175.000
-
175.000
40.000
40.000
430.
Yaady TOW
175AW
1AS0.0BB
525A00
-
2A9.000
-
6804M
i,670.oOM
19-Jan
-
175.000
95.000
90.000
-
40.000
-
390.
19•Feb
90.0DO
60.000
90.000
80.000
-
-
310.
19-Mar
-
175.000
175.000
175.ODO
90.000
90.000
175.ODO
860.
19-Apr
-
90.000
-
175.000
175.0DO
80.000
80.000
175.000
775.
19-Ma
90.0DO
175.000
95.000
90.000
80.000
17S.000
695.
19-Jun
90.000
175.000
95.000
90.000
90.000
175.000
695.
19-lul
60.000
-
175.000
95.000
80.000
90.000
175.000
665.
19-Aug
60.000
-
-
175.000
175.000
80.000
80.000
175.000
-
745.
19-Sep
60.000
-
-
175.000
175.000
80.000
80.000
175.000
745.00(
19-Oct
60.000
-
-
85.ODO
-
90.000
275.000
90.000
80.000
175.000
745.
19-110
60.000
85.ODO
-
90.ODO
175.000
80.0DO
8MODO
175.000
120.000
865.00(
19-Dec
60.000
85.000
90.0DO
275.000
80.000
80.000
175.000
20.000
765.00(
1,070.000
65A00
255.000
-
80A00
L6SSA00
LS1oA00
"DAM
920A00
L760.o00
140A00
a ss.0o0
-
-
60.000
-
85.ODO
85.000
-
90.000
175.000
80.0DO
80.000
175.ODO
20.000
850.000
-
60.000
85.0DO
85.000
-
90.000
175.000
80.0DO
80.000
175.ODO
20.000
850.000
a
90.000
-
-
85.0DO
85.000
-
MOW
175.ODO
$0.000
80.000
17S.000
860.ODO
-
175.000
-
-
85.000
-
-
90.000
-
90.000
80.000
175.ODO
685.000
60.000
85.000
-
-
90.000
80.000
80.000
175.000
570.000
20-Jun
-
-
-
-
-
85.000
-
90.000
-
80.000
40.000
175.000
-
470.000
20-Jul
-
-
-
-
-
-
-
-
175.000
-
90.000
40.00D
175.ODO
-
470.000
20-Aug
-
-
-
-
175.000
90.000
40.000
-
295.000
20-Sep
-
-
-
-
-
-
175.000
-
90.000
40.000
-
-
295.000
20-Oct
-
-
-
-
-
-
-
-
-
20-No
-
-
-
-
-
-
-
-
20-Oec
-
-
-
-
-
-
-
-
Y"*TOW
445AN
510.000
1SSAW
-
1A65A00
5115.1100
720.000
560400
L22LOW
40A00
S,i4SA00
20-Jan
-
-
-
-
-
-
-
-
-
-
-
-
-
20-Feb
20•Mar
20-Ap
20-Ma
Yady Total
-
-
TOW
175AW
1,OSM•DOO
1,518.000
62SA00
U.000
76SA00
255Aoo
90.1100
ON.1100
2,OW=
1,600.000
Im"M0 I
L97SAo0
t1umm
1g`270A00
May 19, 2020 Second Amendment
20-Aug'
-
-
22.810
96.000
50.515
23.000
23.000
3.000
50.000
-
268.325
20-Sep
-
135.000
-
175.000
80.000
17S.000
12.000
175.000
-
752.000
20-Oct••
-
130.000
-
175.ODO
-
90.000
12.000
80.000
175.000
652.000
20-No
-
-
175.000
90.000
12 000
90.000
347.000
20-Dec
-
-
175.ODO
80.000
12 ODO
80.000
347.000
YaadyTOW
287AN
-
96A0D
750A1S
1034M
438A00
SLDOO
465M
175A00
L366A2S
TOW
175AOM
LOSUOD
L602A10
S25A00
85.000
765A00
25SA00
]158.000
3,370515
;198A00
2.o38.O0o
L771.000
8,440A00
1A35.00D
]7,87F925
• CIS Startup hours are for the build of a SFTP site
•• AMI houn are for move of the ITRON data center
January 19, 2021 Third Amendment
soff"A "T
NNTT"��
MEET, ".7.
��
mommmmma�mMono=o
10. The table in Section 6, entitled "Optional - Forecasted Hours by Month (AMI - Water
Only)" is hereby deleted in its entirety and replaced with the following:
June 14, 2018Original Agreement
Month
AMI Water
Field
Installation
OA
Total Monthly Hours
18-Jun
175
40
215
18-lul
175
40
215
18-Aug
60
40
100
18-Sep
60
40
100
18-Oct
60
40
100
18-Nov
60
40
100
18-Dec
60
40
100
Yearly Total
650
280
930
19-Jan
1 60
40
100
19-Feb
60
40
100
19-Mar
60
40
100
19-Apr
60
40
100
19-May
60
40
100
19-Jun
60
40
100
19-lul
60
40
100
19-Aug
60
40
100
19-Sep
60
40
100
19-Oct
60
40
100
19-Nov
60
40
100
19-Dec
Yearly Totall
660
440
1111J0
Total
1 1,310
720
2,030
January 19, 2021 Third Amendment
20-Dec
(536.300)
(619.525)
(1,155.825)
20-1a n
12.000
12.000
20-Feb
12.000
12.000
20-Ma r
20-Apr
20-Ma
Yearly Total
(536.300)
(595.525)
(3,131.825)
Total
773.700
174A75
898.175
11. The table in Section 7, entitled "Cost Detail," is hereby deleted in its entirety and replaced
with the following:
Est.
Standard
Esdnated Total
Phase/AdiVMM
Hairs
Houdy Rate
Cost
AMI Consulting Services
------------------------------------------------------------------------
-----------------
------------------------
-------------•-------------
AMI Start Up
Activity 1.2 Project Management - AMI Implementation
Task 1.2.1: Planning
------------------------------------------------------------------------------------------
------------------
-------------------------
---------------------------
-----
Task 1.2.2: Preparation
175.000
----- -
$210.00
-------------------------
$ 36,750.00
---------------------------
.... --- - - --------------------------------------
Task 3.3.1: Data Analysis
QMI implementation
-------------------------------------------------------------------- -------------------------------
------------------
-----------•-------------
--------------------------
Task 1.2.3: AMI Project Management, Initial
Installation
-----I -Pro--j---ect---------------------------------------
1,050.000
-----------------
$210.00
---------------
$ 220,500.00
-- -----
- -
ag-----------t-,--Ele----c--t-ri--c
Task 1.2.4: AMManemen
Field Deployment
--------........__._...._.......••--......••-•
1,852.81
-- - -
$210.00
----
$ 389,090.10
---------------•-•-.------
-----------------------Pa
Task 1.2.5 - Network Performance MitiYation_
240.000
$210.00
$ 50,400.00
y - ........................ _ _ _ _
Task 1.2.6 - ITRON Data Center Move ------•------------
-•-•••......-----
130.000
------------------
-• -
$210.00
-------------------------
-----------------------•---
$ 27,300.00
----------- --
-
Activity 2.1: Test Management
525.000
$210.00
-
$ 110,250.00
Totes AMI Impleinenbition
3,97221
$210.01)
$ 834f ,2W1O
MWFM Consulting Services
MWFMStart Up ----------------------------------------------------------------------
Activity 4.4: Business Process Review
--------------------------------------------------------------------------------------------------
Task 1.3.1: Planning
-------------------
85.000
-------------------------
$210.00
$ 17,850.00
- - - ------------------------------------------------------------
- Task 3.3.1: Data Analysis
-----------------
--•------------- -- ----
--------------•------------
MWFM Implementation
1.3.2_ Project Management
765.000
$210.00
-------------------------
$ 160,650.00
-----------•--------------
-Task
Activity 2.1: Test Management
255.000
$210.00
$ 53,550.00
Total I WF-M 1nWWmwnUdfon
111%.000
$2111.00
$ 232 050 M
CIS/MDMS Consulting Services
pS/MIJMS Start Up -------------------------------------------------------
-
•- ....
Activity 4.4: Business Process Review
-----------------------------------------------------------------------
90.000
....... .---
$210.00
-------------------------
$ 18,900.00
------ - --
--------------------
---Task 1.3.1: Planning
-------------------------
-
---------------------------
Task 1.3.3: SFTP Location
$ 150.00
- --------- -------- ----- -------------------------------------
- Task 1.3.4 _SFTP Location Monitoring
--••--•..........
96.000
- ---
•-•---......--
$210.00
------------------------
--------------
$ 20,160.00
-------- - --
Task 3.3.1: Data Analysis
CIS/M17MS Implementation
- - - -
----------
- - - - --
Task 1.3.2: Project Management
- ------------------
3,840.515
$210.00
----------
$ 806,508.15
Activ 2.1: Test Management
2,138.000
$210.00
$ 448,980.00
Total CIS Implerimbdion
41"515
$21&00
$ 1,Z94,698.15
Standard
Estinmted Total
PhaWAcfbrities
Est. Hours
Hourly Rate
Cost
Data Conversion
----------------------------------------------------------------------------------------------------------------------
Data Conversion
- - - -
-----------------
-------------------------
---------------------------
---------------------------
Task 3.3.2: Conversion Governance
-------------------------
---------------------------
-----------------------------------------------
Task 3.3.3: Extract Transformation and Load
-------------------
------------------------
-------------------------------------------------------------------------------------------•----
Task 3.3.4: Staging, Validation, Reconaliation and Balancing
-----------------------------------------------------------------------------------------------•-
--------------------
3,870.000
---------------------
-------------------------
$210.00
-------------------------
--------------------------
$ 812,700.00
---------------------------
Task 3.3.5: Data Conversion Quality Review
------------------------ ------------ ------------- --------------------------
---------------------
------------------------
--------------------------
Task 3.3.6_ Deployment ___________________________________________
_____________________
_________________________
___________________________
Task 3.3.7: Production Stabilization
Total Data Conversion
3AM000
$210.00
$ 812,700.E
Organizational Change Management
- Activity 4.1: Assess Readiness for Change Activit�r
- ----------------------------------------------------------- ---------------
-
-
Activity 4.2: Assess Organizational Impact Activity
--------------------------------------------------------------..............................----------
-------------------------
---------------------------
Activity 4.3: Manage and Communicate
-------------------
2,198.000
---------------------
$210.00
---------------------
- $ 461,580.00
Activity 4A Perform Business Process Review
-- -•--------------------------------------------------------------------
--------------------
-------------------------
--------------------------
Activity 4.5: Deliver Business Process Reen ineerin
Total Orlwhational
2,198.000
$21000
$ 461,591KW .
Integration Tasks
Activity 3.1: AMI to Banner In .................................... -----
---------------------
------------------------
----
Total Integration Tasks
975.000
$21Qoo
$ 2K75Q00
Independent Quality Assurance Services
-------------------- ---------- --------------------------------
--------------------
---
AMIActivity 1.1: (May 2018 = Nov'18)
240.000
------------------------------------------------------
$210.00
$ 50,400.00
- -
Activity 1.1: AMI - Mass Deployment (Dec'19 - Apr'20)
-
680.000
$210.00
$ 142,800.00
-------------------------------------------------------------------------------------------------
tivity----------------
Ac1.1: CIS/MDMS/MWFM Review (Dec'18-Au '20)
---------------------
851.000
---------
$210.00
---------------------------
$ 178,710.00
Total QuaUty Assurance Serves
%77LWD
$210.00
$ 371,91!11.00
Total MW -SenA m
20,056.32S
$M&W
$ 4,211,978.25
12. The table in section 8, entitled "Optional - Cost Detail (AMI - Water Only)," is hereby
deleted in its entirety and replaced with the following:
Standard
F.stintated
Phase/Activities
Est,
Houdv
Total
Hours
Rate
Cost
AMI Consulting Services
-------- --- ---- --- - - ----------- -----------------------------------------------
Task 1.2.4: AMI Project Management, Water Field
Deployment
773.700
$210.00
$ 162,477.00
Total Water AMI lqMflementation
773.700
20.00
$ 162,477.00
Independent quality Assurance Services
---------------------------------------------------------------------------------------------
Activity 1.1: AMI - Mass Deployment
-�- •----------- --------------------------
124.475
$210.00
$ 26,139.75
--------
-- - --------- - ---- -----------------
Total--
Water gH.Why Assurance Services
---------------------------------------
-- --
124A75
$210.00
-
26,139.75
Total Water Only
898.175
$ 188,616.75
The remainder of Exhibit A, as previously amended, remains unchanged.