HomeMy WebLinkAbout10-24-2017 Item 05 - Human Resources and Finance Departments Office Reconfiguration Spec 91525
Meeting Date: 10/24/2017
FROM: Daryl Grigsby, Director of Public Works
Prepared By: Michael J. McGuire, Senior Civil Engineer
SUBJECT: HUMAN RESOURCES AND FINANCE DEPARTMENTS OFFICE
RECONFIGURATION, SPECIFICATION No. 91525
RECOMMENDATIONS
1. Award a contract to BC Construction & Electric in the amount of $124,552 for the “Human
Resources and Finance Departments Office Reconfiguration, Specification No. 91525”; and
2. Approve the transfer of $11,962.46 from the General Capital Outlay Completed Projects
Account balance and $1,130.54 from the Major Facilities Replacement Completed Projects Account
balance, for a total of $13,093.00 to the project construction phase.
DISCUSSION
On August 15, 2017, Council approved the plans and specification for the HR/Finance Department
Remodel project and authorized staff to advertise for bids. On September 28, 2017, bids were
opened and of the two bids received, both bids were over the Engineer’s Estimate of $112,939. The
bid from BC Construction & Electric of Morro Bay at $124,552 was the apparent low bid.
Engineer’s
Estimate
BC Const. &
Electric
J & P
Construction
$112,939 $124,552 $129,835
Staff reviewed the bid documents, legal requirements, and contacted references, and concluded that
the apparent low bidder was the lowest responsive and responsible bidder. Staff recommends
awarding a construction contract to BC Construction and Electric.
CONCURRENCES
This project has the concurrence of the Community Development Department, as a building
permit has been issued for this project. Also, the Human Resources and Finance Departments
are in concurrence with the project reconfiguration plans.
FISCAL IMPACT
In the 2016-17 Budget Supplement, the City Council approved a Significant Operating Program
Change (SOPC) in the amount of $75,000 for immediate workspace needs of Finance,
Information Technology and the Human Resources Departments. Of this funding, $55,000 was
used to support this need and the remaining $20,000 balance was returned to the General Fund at
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the end of the 2016-17 fiscal year. Subsequently, $185,848 was allocated from the General Fund
to fund the office reconfiguration work on August 15, 2017 by Council (Attachment A).
Currently, construction is booming in San Luis Obispo, creating a “pick and choose”
construction market for contractors. Four contractors were eligible to bid on this project by their
attendance to the mandatory pre-bid inspection of the project area, and of those four, only two
contractors submitted bids, with both of those bids exceeding the Engineer’s Estimate. With so
much construction work available, the contractors most likely submitted a higher bid price due to
demand for construction services.
Staff is requesting $11,962.46 from the General Capital Outlay Completed Projects balance and
$1,130.54 from the Major Facilities Replacement Completed Projects balance, for a total of
$13,093, to fully fund the project. Both of these accounts have sufficient balances to transfer
these amounts into the project construction account.
Overall Project Fiscal Summary
Fiscal Impact Summary Cost
Total Project Budget Available 185,848$
Construction 124,552$
Contingency 15,593$
Total for Construction 140,145$
Data/Power Cabling (Not in Contract)8,787$
Modular Furniture (Not in Contract)47,066$
Miscellaneous (Not in Contract)2,943$
Total Ancillary Items 58,796$
Total Construction Related Project Costs:198,941$
Additional Funds Needed:(13,093)$
ENVIRONMENTAL REVIEW
The Community Development Department has determined that this project is categorically
exempt from CEQA pursuant to Section 15301 (Existing Facilities).
ALTERNATIVES
Deny approval to award. The City Council could choose to deny or defer the approval to award
this project. Staff does not recommend this option. Should this be denied or deferred, the much -
needed remodel will not occur. Construction, material and labor costs will continue to rise and
additional funds may be required.
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Attachments:
a - 08.15.17 Council Agenda Report
b - Contract
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FROM: Daryl Grigsby, Director of Public Works
Monica Irons, Director of Human Resources
Xenia Bradford, Director of Finance
Prepared By: Violeta Esparza-Reniere, Engineer III
SUBJECT: HUMAN RESOURCES AND FINANCE DEPARTMENTS’ OFFICE
RECONFIGURATION, SPECIFICATION NO. 91525
RECOMMENDATIONS
1. Approve construction documents for "Human Resources and Finance Departments’ Office
Reconfiguration"; and
2. Authorize staff to advertise for bids and authorize the City Manager to award the construction
contract if the lowest responsible bid is within the Engineer’s Estimate of $169,255; and
3. Authorize allocation of $185,848 from the General Fund balance.
DISCUSSION
In the 2016-17 Budget Supplement the City Council approved a Significant Operating Program
Change (SOPC) titled Organizational Efficiency, Effectiveness, and Transparency Initiative. This
project identified the need for both the Finance, Information Technology, and Human Resources
departmental re-organization. Specifically, the project approved additional one-time personnel
increases in the Human Resources and Finance Departments during the re-organization and
implementation of an Enterprise Resource System. Due to the personnel increase and functional re-
organization, current workspaces require reconfiguration to meet current and future staff needs. The
proposed office space remodel will improve community and city staff interactions and will address
Americans with Disabilities Act (ADA) deficiencies at the Finance public counter.
The scope of this project is to reconfigure the office spaces to increase the number of workstations
and remodel the front counter. In the 2016-17 Budget Supplement $75,000 was identified as minor
capital for additional work space address immediate needs, including the purchase of computers and
workstations to temporarily accommodate the additional staff. Further analysis was performed during
2016-17 fiscal year, following the re-organization, and showed that reconfiguration of the office space
will enhance efficiencies by addressing internal workflows and create the required number of desk
space Currently, only minor adjustments could be made by placing temporary desks. These
configurations are not sufficient to house contract and consulting staff to implement the objectives of
the Organizational Efficiency, Effectiveness and Transparency Initiative. Currently, approximately
$35,000 of the funding for this project is encumbered for architectural design services. Another
$20,000 was used to purchase furniture and workstations for the new hires in both Human Resources
and Finance departments. Of the original $75,000 identified for this project, the $20,000 balance was
returned to the general fund at the end of the fiscal year.
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CONCURRENCES
This project is a collaborative effort from the Human Resources, Finance, and Public Works
departments. The project team concurs with these recommendations. Currently, the Community
Development Department is reviewing the project plans for future issuance of building permit.
ENVIRONMENTAL REVIEW
The Community Development Department has determined that this project is categorically exempt
from CEQA pursuant to Section 15301 (existing facilities).
FISCAL IMPACT
The total estimate to complete the project is $185,848. Of the $75,000 allocated for this purpose
in the 2016-17 Budget Supplement, $20,848 was unused, lapsed at the end of the fiscal year and
was returned to General Fund balance. The Finance Department estimates that $100,000 is
available through savings due to staffing vacancies as well as general carryover from the 2016-17
fiscal year. These savings will also be returned to General Fund as part of 2016-17 fiscal year
close. As of the 2016-17 Mid-Year report, the estimated General Fund unassigned fund balance
was approximately $3 million. In order to timely address Finance and Human Resources staffing
space needs and given the project savings in 2016-17, staff recommends that $185,848 be
authorized and allocated for this Capital Improvement Project at this time. Given the s avings in
2016-17 from expenditures that were originally allocated for the Organizational Efficiency,
Effectiveness and Transparency Initiative, it is estimated that the impact to the General Fund
balance is $60,000. 2016-17 Financial Statements are currently being prepared and this allocation
will be reflected in the fund balance analysis presented with the Mid-Year report in February of
2018.
Construction (Engineer’s Estimate):
Staff Relocation $1,750
IT Cabling & Workstation Reconfiguration $54,566
Remodel Work $112,939
$169,255
Construction Contingencies:$15,593
Printing and Advertising $1,000
Total Estimated Project Cost:$185,848
Human Resources and Finance Departments' Office Reconfiguration, Specification No.
91525
ALTERNATIVES
Deny approval of funding transfer from the General Fund Balance. City Council may choose to
deny or defer the approval to transfer the funding. Staff does not recommend this option. Should
this be denied or deferred, the needed Finance and Human Resources Departments’ office space
remodel will not occur. This project will improve the workflows within the Human Resources and
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Finance Departments. Current configuration of office space is not aligned with the internal
workflows of the departments. Should this project be deferred then construction, material and labor
costs will continue to rise and additional funds may be required.
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CITY OF SAN LUIS OBISPO
CALIFORNIA
AGREEMENT
THIS AGREEMENT, made on this day of , 20 , by and between the City of San Luis
Obispo, a municipal corporation and charter city, San Luis Obispo County, California, hereinafter called the
Owner, and BC CONSTRUCTION AND ELECTRIC, hereinafter called the Contractor.
WITNESSETH:
That the Owner and the Contractor for the consideration stated herein agree as follows:
ARTICLE I, SCOPE OF WORK: The Contractor shall perform everything required to be performed, shall
provide and furnish all of the labor, materials, necessary tools, expendable equipment, and all utility and
transportation services required to complete all the work of construction of
HUMAN RESOURCES-FINANCE DEPARTMENTS REMODEL SPECIFICATION NO. 91525
in strict accordance with the plans and specifications therefore, including any and all Addenda, adopted by
the Owner, in strict compliance with the Contract Documents hereinafter enumerated. It is agreed that said
labor, materials, tools, equipment, and services shall be furnished and said work performed and completed
under the direction and supervision and subject to the approval of the Owner or its authorized representatives.
ARTICLE II, CONTRACT PRICE: The owner shall pay the Contractor as full consideration for the faithful
performance of this Contract, subject to any additions or deductions as provided in the Contract Documents,
the contract prices as follows:
Item Item Unit of Estimated Item Price Total
No. Description Measure Quantity (in figures) (in figures)
1 Remodel LS 1 $124,552.00 $124,552.00
BID TOTAL: $124,552.00
Payments are to be made to the Contractor in accordance with and subject to the provisions embodied in the
documents made a part of this Contract:
Should any dispute arise respecting the true value of any work omitted, or of any extra work which the
Contractor may be required to do, or respecting the size of any payment to the Contractor, during the
performance of this Contract, said dispute shall be decided by the Owner and its decision shall be final, and
conclusive.
ARTICLE III, COMPONENT PARTS OF THIS CONTRACT: The full, complete and exclusive contract
between the parties hereto shall consist of the following identified documents (the "Contract Documents")
all of which are as fully a part thereof as if herein set out in full, if not attached, as if hereto attac hed: Notice
to Bidders, Instructions to Bidders, Information Available to Bidders, Proposal Form, Listing of
Subcontractors, Non-Collusion Declaration, Bidder's Bond, this Agreement, Escrow Agreement for Security
Deposits in Lieu of Retention, Performance Bond, Payment Bond, Insurance Requirements, Guarantee of
Work, Release, General Conditions, Specifications, City Standard Specifications and Engineering
Standards, any addenda, and any change orders, field orders or directives issued pursuant to and in
accordance with this Agreement.
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ARTICLE IV INDEMNIFICATION: Hold Harmless and Indemnification. The Contractor agrees to defend,
indemnify, protect and hold the City and its agents, officers and employees harmless from and against any
and all claims asserted or liability established for damages or injuries to any person or property, including
injury to the Contractor's employees, agents or officers that arise from or are connected with or are caused or
claimed to be caused by the acts or omissions of the Contractor, and its agents, officers or employees, in
performing the work or services herein, and all expenses of investigating and defending against same;
provided, however, that the Contractor's duty to indemnify and hold harmless shall not include any claim s or
liability arising from the established sole negligence or willful misconduct of the City, its agents, officers or
employees. In the event of conflict with any other indemnification or hold harmless provisions of this
Agreement, the provision that provides the most protection to the City shall apply.
ARTICLE V, CONFLICTS: It is further expressly agreed by and between the parties hereto that should there
be any conflict between the terms of this instrument and the bid or proposal of said Contractor, then this
instrument shall control and nothing herein shall be considered as an acceptance of the said terms of said
proposal conflicting herewith.
ARTICLE VI, BINDING AGREEMENT; ASSIGNMENT: Contractor, by execution of this Agreement and the
other Contract Documents, understands them, and agrees to be bound by their terms and conditions. The
Contract Documents shall inure to the benefit of and shall be binding upon the Contractor and the Owner and
their respective successors and assigns.
ARTICLE VII, SEVERABILITY: If any provision of the Contract Documents shall be held invalid or
unenforceable by a court of competent jurisdiction, such holding shall not invalidate or render unenforceable
any other provision hereof.
IN WITNESS WHEREOF, the parties to these presents have hereunto set their hands this year and date first
above written.
ATTEST:
_____________________________
Carrie Gallagher
City Clerk
APPROVED AS TO FORM:
_____________________________
J. Christine Dietrick
City Attorney
CITY OF SAN LUIS OBISPO
By:_____________________________
Heidi Harmon
City Mayor
CONTRACTOR:
BC Construction and Electric
By:_____________________________
Bryan Carlson
Its: Owner
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