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23-002 Service Order #2 dated 9-5-23 Tanko LED Streetlight Transition - PO 2024-179 CITY OF CUPERTINO MASTER AGREEMENT CONSULTANT SERVICES SERVICE ORDER NO. 2 MASTER AGREEMENT NO#:M.A. Date: Maximum Compensation: June 30, 2024 Consultant:Firm Name: Address: Contact: Phone: Email:Jason@tankolighting.com Project Name:LED Streetlight Transition X City Project Management Managing Department: Public Works Project Manager: Jo Anne Johnson Fiscal/Budget : Amount $175,000 $9,190 Minus Liquidated to Date $0 $164,187 $1,623 P.O. # TBD Date: Approvals: Consultant:Date: CIP Manager:Date: Appropriation Certification: I hereby certify that an unexpended appropriation is available in the above fund for the above contract as estimated and that fund are available as of this date of signature City Finance:Date: Management Analyst Master Agreement Maximum Compensation: 2023-07 January 1, 2023 $175,000.00 M.A. End Date: Tanko Streetlighting, Inc. 220 Bayshore Blvd., San Francisco, CA 94124 Jason Tanko 415-254-7579 Project Description: Design and CM services for LED streetlight transition See attached Scope of Services. Total Previously Encumbered to Date: Encumbrance this Service Order: Balance: S.O. Acc't No.: 420-99-258 700-702 Project #: ST 058.02.02 Tanko Streetlighting Master Agreement Page 1 of 1 Service Order No. 09-01-2023 Jason Tanko Sep 1, 2023 Sep 5, 2023 Sep 5, 2023 Page 1 of 6 Service Order No. 2 to Master Service Agreement Consultant Services – City of Cupertino & Tanko Streetlighting, Inc. Service Order No. 2 – Scope of Services Task 1.0: Pre-Construction Phase Task 1.01: Comprehensive GIS Audit of Existing Streetlights CONSULTANT shall perform an in‐field Geographic Information Services (GIS) audit of the existing streetlights throughout the CITY. CONSULTANT shall: • Work with CITY staff to define audit scope, including priority areas, municipal boundaries, and any areas outside of the right‐of‐way that should be included. • Develop and provide to CITY staff a list of the attributes that will be collected at each light during the audit. • Obtain available CITY and utility records for streetlights from CITY staff and review to determine which should be utilized for the data reconciliation phase. • Develop audit maps, scheduling, and dispatch auditors to the field. • Audit and collect data on all of the existing inventory and identify attributes on‐site, including (but not limited to): o Global Positioning Service (GPS) coordinates (latitude, longitude) of each fixture location and date of capture o Fixture type o Lamp type and wattage o Pole material, mounting height, and arm length o Pole ID number o Street width and configuration (e.g., intersection, crosswalk, cul‐de‐sac) o Electrical feed (overhead, underground) • Visible issues (e.g., pole leaning, fixture damage, tree obstruction). • Ensure to inspect every fixture and pole specified by the City and will provide City staff with access to an interactive, online dashboard that will display the daily and overall progress of the audit, any issues encountered, and a map that can be explored. Deliverables: • Audit Dashboard: An online, interactive dashboard listing the locations completed during the data collection phase, along with a description of any issues that the municipality or utility would need to devote immediate attention to – including electrical hazards, tree trimming needs, etc. • Audit Data: Record of fixtures found in the field audit and their associated attributes, to be provided in geodatabase, shapefile, or spreadsheet form (this deliverable will be provided after the completion of the project). Pricing – Task 1.01: Comprehensive GIS Audit of Existing Streetlights Position Hourly Rate Estimated Hours Extended Price Principal $250 5 $1,250 Project Manager $188 46 $8,648 Project Associate $156 30 $4,680 Data Analyst $156 65 $10,140 Auditor $125 363 $45,375 Total Not to Exceed Price: $70,093 Page 2 of 6 Service Order No. 2 to Master Service Agreement Consultant Services – City of Cupertino & Tanko Streetlighting, Inc. Task 1.02: Data Reconciliation CONSULTANT shall reconcile each asset located in the field with each record in the utility’s billing inventory to ensure that all eligible assets have been identified. •CONSULTANT shall identify any discrepancies via a Data Reconciliation Report, which will include the following: o Analysis of locations confirmed during the audit o Analysis of locations appearing in the utility records but not in the confirmed o audit records o Analysis of locations confirmed in the audit records but not in the utility records •As needed, CONSULTANT shall revisit specific locations to collect additional audit points (note this may involve additional costs for the CITY, for which CONSULTANT can provide estimates once the Audit Punch List is developed). CONSULTANT shall inform the CITY beforehand if there is a need for an Audit Punch List, as well as potential remedies. Deliverable: •Reconciliation Report: A concise report detailing any discrepancies found between field data and utility billing records, as well as where records tied out cleanly. Note that any locations where discrepancies exist will be discussed prior to including them in the design phase. Further, addressing these discrepancy locations with the utility will be the responsibility of the City, unless it requests our team to do so (which will require an additional cost that can be provided upon request). Pricing – Task 1.02: Data Reconciliation Position Hourly Rate Estimated Hours Extended Price Principal $250 5 $1,250 Project Manager $188 36 $6,768 Project Associate $156 13 $2,028 Data Analyst $156 160 $24,960 Total Not to Exceed Price: $35,006 Task 1.03: Design CONSULTANT shall conduct a constructability review of construction documents for the various projects. The review will include an evaluation of the brand of fixture, photocell, replacement wattages, color temperatures, distribution patterns and other appropriate settings and options to optimize the LED streetlight retrofit. CONSULTANT’s approach to the constructability review may include: •Organizing the streetlight infrastructure by roadway classifications (such a residential, collector and arterial) and conducting a minimum of three theoretic photometric renderings for replacement fixtures of the CITY’s preferred fixture brands and lines. •Developing theoretic photometric renderings for one typical existing fixture per main roadway classification (one for residential, one for collector and one for arterial) to demonstrate baseline conditions and aid in fixture and manufacturer selection. •Applying standard LED replacement wattage recommendations based on the location of each existing fixture. •Coordinating an optional pilot project installation, including selecting appropriate fixture(s) to pilot, identifying locations to pilot in, obtaining fixtures and coordinating with an installer. Page 3 of 6 Service Order No. 2 to Master Service Agreement Consultant Services – City of Cupertino & Tanko Streetlighting, Inc. • Reviewing additional data sets (upon request and only if there is readily‐available data) to identify potential areas in need of special consideration (such as available data on important localized land uses (e.g. parks, schools, hospitals, etc.), pedestrian, vehicle use and crash data, relative volumes of pedestrian and bicycle activity, unique neighborhood characteristics) and incorporating the analysis of the additional data into the recommendations. • Selecting appropriate wattages and distribution types for replacement fixtures to meet the CITY’s needs, while maintaining the objective of providing a simplified approach that standardizes inventory (so that the system has consistency and can be more easily maintained over time). • Applying the CITY’s preferred products, typical models and special considerations to the design maps of the type and wattages by location. • Reviewing cost estimate and value engineering for various projects. • Presenting the options and total cost/incentives/savings/payback to the CITY and relevant stakeholders has directed by the CITY, and obtaining the CITY’s final approval. • Guiding the CITY through how to interpret the photometrics, reviewing how the results indicate the products’ spread of light, the distances the fixtures reach, how much back light is present (which is wasted light), how much light is distributed directly under the fixture, and the general containment of light in the road/right‐of-way. • Work with the City to develop a pole-tag replacement plan, if needed. • Providing an interactive map to facilitate the design and construction process. • Participation in CITY Council meetings to present findings and answer questions. Deliverable: • Replacement Plan Maps: City-wide maps with recommended LED replacement wattages for the City to review and approve. Pricing – Task 1.03: Design Position Hourly Rate Estimated Hours Extended Price Principal $250 14 $3,500 Project Manager $188 102 $19,176 Project Associate $156 49 $7,644 Data Analyst $156 30 $4,680 Total Not to Exceed Price: $35,000 Page 4 of 6 Service Order No. 2 to Master Service Agreement Consultant Services – City of Cupertino & Tanko Streetlighting, Inc. Task 1.04: Financing Options CONSULTANT shall identify and assist with coordinating financing for the project, including identifying third‐party financing, On‐Bill utility financing, etc. options. Deliverable: • Financing Assistance: Our team will deliver up to 2 financing options that meet the City’s individual needs at the most competitive price possible with consideration to debt and financial reporting. Pricing – Task 1.04: Financing Options Please note we are providing this Task at no additional cost to the City. Position Hourly Rate Estimated Hours Extended Price Principal $250 N/A N/A Project Manager $188 N/A N/A Project Associate $156 N/A N/A Total Not to Exceed Price: N/A Task 1.05: Fixture Selection CONSULTANT shall assist with identifying product options for the CITY, including: • Needs Assessment: Conducting initial conversations with the CITY to assess its current knowledge of nuances, options and available products – as well as any brand/product preferences and specific needs it may have. CONSULTANT shall present a list of specific questions the CITY during the discussions (e.g. cost as a weighted priority and/or fixture specification, and/or twenty‐year savings, etc.), as well as a matrix of comparative product information by major product brands. • Product Recommendations: CONSULTANT shall explore the marketplace for available products that meet the CITY’s needs/interests, and will recommend brands with the following elements considered: Fixture efficiency, light distribution, country of origin, fixture flexibility (dimmable drivers, color temperature, shields, distribution types, lighting levels, etc.), product quality (Design Lights Consortium listed, proven product, etc.), cost, and historic performance/longevity. Deliverable: • Recommended Product Submittals: Technical specification submittal sheets for recommended products. Pricing – Task 1.05: Fixture Selection Position Hourly Rate Estimated Hours Extended Price Principal $250 4 $1,000 Project Manager $188 16 $3,008 Total Not to Exceed Price: $4,008 Page 5 of 6 Service Order No. 2 to Master Service Agreement Consultant Services – City of Cupertino & Tanko Streetlighting, Inc. Task 1.06: Bid Documents CONSULTANT shall assist with installation contractor solicitations by developing appropriate qualifications and requirements via the following approach: •Product Submittals: Prepare the product submittals based on the CITY’s preferences and submit for final CITY review and approval. •Installation Specifications: Develop the bid documents for the installation/materials bid to ensure they include: o Description of work o Required installation schedule o Reference standards o Submittals o Quality assurance o Warranty o Installation o Field quality control o Adjusting and cleaning o Disposal o Requirements for handling any potential field issues, including no power, missing wire, etc. o Safety standards o Equipment requirements o Licensing/reporting requirements o Pricing requirements/templates o Communication requirements, including pre‐construction and regular project progress meetings, as well as data collection, training, documentation, and reporting requirements o Minimum qualifications •Procurement Coordination: Upon release of the bid, CONSULTANT shall: o Conduct a pre‐bid conference with prospective bidders. o Develop responses to questions and any necessary addenda documents. o Review bid documents and assist the CITY in evaluation of bidders’ Statement of Qualifications for responsible low bidder and assist in analyzing bid protest as may be necessary. o Tabulation and evaluation of bid results. o Assist in the evaluation of bid alternatives and make recommendations on award. o Assist in review and processing of substitution submittals during bid and construction phase. Deliverable: •Bid Documents: Draft language and supporting materials for the City’s installation/materials bid. Pricing – Task 1.06: Bid Documents Position Hourly Rate Estimated Hours Extended Price Principal $250 30 $7,500 Project Manager $188 47 $8,836 Project Associate $156 24 $3,744 Total Not to Exceed Price: $20,080 Page 6 of 6 Service Order No. 2 to Master Service Agreement Consultant Services – City of Cupertino & Tanko Streetlighting, Inc. Summary of Services: Task Not to Exceed Price Task 1.01: Comprehensive GIS Audit of Existing Streetlights $70,093 Task 1.02: Data Reconciliation $35,006 Task 1.03: Design $35,000 Task 1.04: Financing Options N/A Task 1.05: Fixture Selection $4,008 Task 1.06: Bid Documents $20,080 Total Not to Exceed Price: $164,187 Tanko SO 2 LED Streetlight Transition Final Audit Report 2023-09-05 Created:2023-09-01 By:Jindy Garfias (jindyg@cupertino.org) Status:Signed Transaction ID:CBJCHBCAABAALV4EvrOOzToA1adt72dha62eQ02FrlJt "Tanko SO 2 LED Streetlight Transition" History Document created by Jindy Garfias (jindyg@cupertino.org) 2023-09-01 - 6:56:59 PM GMT Document emailed to jason@tankolighting.com for signature 2023-09-01 - 6:58:15 PM GMT Email viewed by jason@tankolighting.com 2023-09-01 - 7:46:49 PM GMT Signer jason@tankolighting.com entered name at signing as Jason Tanko 2023-09-01 - 8:14:14 PM GMT Document e-signed by Jason Tanko (jason@tankolighting.com) Signature Date: 2023-09-01 - 8:14:16 PM GMT - Time Source: server Document emailed to Chad Mosley (chadm@cupertino.org) for signature 2023-09-01 - 8:14:17 PM GMT Email viewed by Chad Mosley (chadm@cupertino.org) 2023-09-05 - 3:21:13 PM GMT Document e-signed by Chad Mosley (chadm@cupertino.org) Signature Date: 2023-09-05 - 3:22:04 PM GMT - Time Source: server Document emailed to Julia Kinst (juliak@cupertino.org) for signature 2023-09-05 - 3:22:06 PM GMT Document e-signed by Julia Kinst (juliak@cupertino.org) Signature Date: 2023-09-05 - 3:59:40 PM GMT - Time Source: server Agreement completed. 2023-09-05 - 3:59:40 PM GMT