HomeMy WebLinkAboutContract 43747-A1orrSECRET , 3101�I
CONTRACT No,
AMENDMENT No. 1
TO CITY SECRETARY CONTRACT #43747
WHEREAS, the City of Fort Worth (CITY) and Jacobs Engineering Group Inc., (CONSULTANT)
made and entered into City Secretary Contract No. 43747, (the CONTRACT) which was authorized by M&C
C-25622 on the 12th day of June, 2012 in the amount of $2,410,478.00 for; and
WHEREAS, the CONTRACT was initially bifurcated and an interim agreement, City Secretary
Contract No. 43430, ("INTERIM AGREEMENT") was executed and which contained certain terms relevant to
the CONTRACT; and
WHEREAS, the CONTRACT involves professional services for Staff Extension Services Over a
Twenty -Four Month Time Period for Accelerating Delivery of Transportation Capital Improvement
Projects; and
WHEREAS, it has become necessary to execute Amendment No. 1 to the CONTRACT to adjust fees
and performance criteria based on the CONSULTANT's revised workload and project personnel.
NOW THEREFORE, CITY and CONSULTANT, acting herein by and through their duly authorized
representatives, enter into the following agreement, which amends the CONTRACT:
1.
Article 1 Scope of Services, is amended as follows:
Program Scope of Work, Part A, is revised to delete the Senior Program Manager position.
CONSULTANT'S monthly invoices for Part A services will be reduced on a prorated basis to adjust for this
reduction of effort. Attachment A to the original Agreement is replaced by Attachment A attached hereto.
2.
Article 2 Compensation, is amended as follows:
Part A Services:
Base Fee is reduced from $1,73 8,53 6.00 by $364,964.00 for a revised total of $1,3 73, 572.00.
Fee -at -Risk shall remain unchanged at $171,943.00
Bonus Fee shall remain unchanged at $171,943.00
Page -1
' OFFICIAL RECORD
CITY SECRETARY
nWORTH,Th
RE&EWF
Part B Services:
The Not -To -Exceed total is increased from $500,000.00 by $364,964.00 for a revised total of
$864,964.00.
The total contract value for Part A and B is $2,410,478.00.
Attachments B and C to the original Agreement are replaced by Attachments B and C attached hereto.
Exhibit 1 to Attachment B is a representation of current fee utilization.
3.
All other provisions of the Contract, including attachments, which are not expressly amended herein,
shall remain in full force and effect.
EXECUTED and EFFECTIVE as of the date last written by a signatory, below.
APPROVED:
City of Fort Worth
4a/matfthx__
Fernando Costa
Assistant City Manager
DATE: //7,44
APPROVAL. RECOMMENDED:
Douglas WUWiersi P.E.
g g�
Director, Transportation and Public Works Department
PRO • AS TO FORM AND LEGALITY:
die, a
Douglas W. Black
Assistant City Attorney
Page —2
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ATTEST:
Mary J . Ka
City Secretai
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Page -3
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OFFICIAL RECORD
CITY SECRETARY
}' � WORTH, TX
Attachment A Scope of Services
City of Fort Worth
Capital Program Management Delivery Services
Program Statement
Jacobs Engineering Group, Inc ('Consultant") shall provide staff extension services over a 24 month time period
for the delivery of roadway capital improvement projects. Consultant's staff will be collocated with City of Fort
Worth (' City") staff and be responsible for managing the delivery of individual roadway improvement projects
as well as assisting in the ongoing assessment and enhancement of the overall program and project delivery
model
Background
The City is currently in the process of accelerating the implementation of three capital roadway debt programs
valued at $237 million. These programs include 39 roadway and bridge improvement projects, 367
neighborhood street reconstruction projects and numerous individual intersections, traffic signal and ITS
improvements. As part of the accelerated implementation, 14 new arterial street and bridge expansion projects
will enter the design delivery phase. The goal of this accelerated delivery effort is to advance individual project
implementation over the next 18 to 24 months and achieve a spend of over $150 million.
The City over the past three years has developed and implemented an enhance Integrated Program
Management Delivery System. A central component of this new System is the Project Management Information
System structured around P6, Document Management System ("Buzzsaw") and Program Management Budget
System ('CPMS").
To accelerate implementation of these capital roadway projects and further enhance the existing delivery
system, additional external management staff is required. In the delivery of projects, the City manages the
overall delivery process while relying on external consultant services for project design. Right-of-way is managed
by the City with a combination of in-house and contract acquisition services. Construction management services
are primarily performed by City resources with limited outsourcing to match peak workloads.
The workload associated with roadway projects identified as part of the City's Capital Program will be assessed
and individual projects will be reasonably distributed among the City s fully -integrated team of program
managers and project managers.
Program Scope of Work
PART A
The City of Fort Worth desires to retain Consultant to provide Staff Extension Services ("Services"). The Services
include but are not limited to co -location of three full time Consultant staff resources comprised of one (1)
senior program manager ("SPgMgr") and two (2) project manager/engineers ("PM/E"). The SPgMgr serves as
the Transportation and Public Works Department's ("TPW") program integrator for accelerating delivery of
more than $150M in capital projects which include arterials and neighborhood streets.
The SPgMgr manages the two consultant project engineers and City may extend this responsibility to managing
City Project Managers. The Consultant team shall manage the projects listed in Attachment D as further
described below. Services include general engineering and support services determined by City to be
reasonable and necessary extensions of staff services appropriate for delivery of Capital Projects.
Jacobs Engineering
Page 1 City of Fort Worth
Capital Program Management Services
g.
The SPgMgr is responsible for developing the program structure, processes, procedures and integrated schedule
to ensure consistent project delivery in compliance with TPW's "Contract with Council" established in October
2011. It is intended the Staff Extension resources will work within a staff extension model utilizing the existing
City Program Management Delivery System. Consultant staff would be collocated at City facilities and integrated
into the existing City management structure and delivery process. The City will provide resident workspace
accommodations and office equipment for the collocated staff.
The Consultant's PM/E representatives are responsible for managing and delivering individual arterial and
bridge improvement projects — concept design through construction support services and project close. The
two consultant PM/E positions also assist the SPgMgr in the delivery of the scope of work.
As part of the City's Capital Improvements Program, the SPgMgr is responsible for managing and delivering the
following:
1 Process improvement program defined as developing, implementing and memorializing project delivery
process improvements and enhancements, and
2. Project management mentoring program for the purpose of transferring project delivery skills and
knowledge to engineering and project management staff for sustained cost-effective project delivery.
3. Assist the City in assessing the current delivery process and development of appropriate enhancement
elements that further drive value into the process.
4. Providing on -call services via mutually agreed Task Orders associated with and determined by City to be
appropriate and necessary to deliver projects in the best interest of City
The Consultant agrees to provide the following services in conformance with the City's Capital Program
Management System and in coordination with the City's Program Management Office ("PMO ) and
Integrated Program Management System ("IPMS")
a. Provide management and staff to achieve an integrated team delivery of the City's Capital Program for
neighborhood streets and arterials.
b. Implement and manage appropriate Working Groups that would focus upon facilitating delivery of an
integrated approach to project delivery.
c. Define and implement a program structure to facilitate the sharing of information among project teams
and stakeholders who participate in the project delivery process.
d Create and implement process improvements to address gaps, synergies, duplications and opportunities
to improve the overall product and results.
e. Create and implement communication strategies to manage information associated with project
delivery.
f. Create and execute detailed project execution plans consistent with City's existing City Program
Management Delivery System to support the City's Contract with Council.
Facilitate meetings with stakeholders and partners to ensure process improvement through consistent
collaboration, coordination and communication.
h. Prepare and deliver as requested, regular briefings, presentations and regular updates to TPW Director
and Assistant Directors.
i. Assess existing management tools and plans to include: master schedule, monthly schedule reviews, risk
register, decision matrix, decision logs communication plans, contingency plans as well as others
needed or required for reporting to various stakeholder groups.
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Capital Program Management Services
j. Provide objective management review of project delivery priorities and coordination of project
schedules to address potential impacts or conflicts.
Deliverables
Services will be reported monthly in a status report to be developed by the Consultant and upon approval by
City implemented subject to changes from time to time as progress and reporting needs change. Any activities
under Part B shall be separately identified and reported in the Services Monthly Report
Proposed Deliverables - Part A
Ongoing
Integrated Master Schedule
Schedule Analysis
Project Execution Plans
Weekly status reports
Monthly program report
Quarterly program update
Lessons Learned Reports
Program (non -engineering) plans, processes, procedures and standards to advance project delivery
Proiect Close -Out
Program processes and procedures manual
Mentoring Program manual
Process Improvement /Change management Report
Performance Evaluations, Incentives and Penalties
The services described in this PART A shall be subject to Performance Incentives and Penalties as further
described in Attachment C.
PART B
The SPgMgr is responsible for the scope, execution and delivery of task orders to be mutually agreed from time
to time as outlined in Part B of this scope of work. The professional services subject to Task Order would be as
determined by City and mutually agreed as determined by City to be appropriate and necessary to deliver
projects in the best interest of City. A partial list of possible categories is indicated below but in no way limits
City in determining potential appropriate and necessary Task Order content. When possible, Consultant will
utilize co -located staff to support the execution of task orders with additional home office support as needed.
Approved task orders will be performed by the Consultant on a time and materials basis within the 24-month
performance period. A rate schedule of professional services positions is provided in Attachment B.
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Capital Program Management Services
Project Delivery
• Project Management Procedures (implemented in the Financial System)
• Alternative Delivery Guidelines (CMAR Best Value are two examples)
• Constructability Reviews
• Value Engineering
• Inter -discipline coordination reviews
• Inter -agency coordination support
• Engineering Subject Matter Experts
• Permitting Support
• Detailed Design and Review
• Cost Estimating
• Documentation Services
• Utility Coordination
Organizational /Enterprise Process Improvement
• Green Sheet Process
• Construction Contract Process
• M&C Process
• Safety Program and Procedures Manual
• Business Process Improvement
• Organizational Analysis
• Stakeholder/Public Process
• Sustainability Assessment
• Program dashboard development
Other Professional Services (Technical and Non -Technical)
• Financial Analysis/Alternative Funding Subject Matter Expertise
• Asset Management — Maintenance/Life cycle cost analysis
• GIS
• Project Controls support
• Administrative support
• Graphics support
• Visualization Services
Deliverables subject to Part B are addressed within each Task Order.
GENERAL
Construction Phase Services
Consultant's scope of work shall not include making inspections or reviews of the safety programs or procedures
of the construction contractor(s), and shall not review their work for the purpose of ensuring their compliance
with safety standards. If Consultant is called upon to review submittals from construction contractors,
Consultant shall review and approve or take other appropriate action upon construction contractor(s)'
submittals such as shop drawings, product data and samples, but only for the limited purpose of checking for
conformance with information given and the design concept expressed in the contract documents. Consultant's
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Capital Program Management Services
action shall be taken with such reasonable promptness as to cause no delay in the work while allowing sufficient
time in Consultant's professional judgment to permit adequate review. Review of such submittals will not be
conducted for the purpose of determining the accuracy and completeness of other details such as dimensions
and quantities. Consultant shall not assume any responsibility or liability for performance of the construction
services, defects or deficiencies in the construction services, for the safety of persons and property during
construction, or for compliance with federal, state and local statutes, rules, regulations and codes applicable to
the conduct of the construction services. Consultant shall have no influence over the construction means,
methods, techniques, sequences or procedures. Construction safety shall remain the sole responsibility of the
construction contractor(s).
Reviews
To the extent Consultant is responsible for review and evaluation of work supplied by others, the City agrees to
release and hold Consultant harmless from any and all liabilities to any person or entity caused as a result of
deficiencies in such work. The City acknowledges that ultimate responsibility for deficiencies in such work shall
be attributable to the person or entity providing such work irrespective of Consultant's review and evaluation of
the same.
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Page 5 City of Fort Worth
Capital Program Management Services
Jacobs Engineering
Attachment B — Compensation
City of Fort Worth
Capital Program Management Delivery Services
BASIS OF COMPENSATION
I. Definitions
The following definitions are introduced to provide clarity of terminology used in explaining the basis of
compensation:
A. BASE FEE: This Contract Amendment reduces the Base Fee by $364,964 from $1,738,536 to
$1,373 572. The $364,964 shall be added to the Part B Contract amount for available funding for
Project Task Orders. Through Pay Application #13 (August 11, 2013), $1,034,839.00 has been
earned The Fee at Risk remains unchanged (Exhibit A, Tables 1, 2 and 3). Starting August 11,
2013, the Base Fee will be earned at the rates shown in Exhibit A, Tables 2 and 3 . Should the
agreement terminate before the end of the 24 months, the final amount of the Base Fee due
from the City will be paid within 30 days from the date of termination.
B. FEE AT RISK: For the purposes of this agreement, the Fee At Risk is $171,943. The Fee At Risk
will be invoiced at the rate of $7,164 per month through the life of the contract. The Fee At Risk
may be reduced incrementally depending on performance as a Fee Penalty. Should the City and
Contractor agree to terminate the agreement prior to the scheduled end of the contract due to
satisfactory early delivery of contemplated services, the balance of the Fee At Risk will be due to
the Consultant, less any Fee Penalty or contingencies, within 30 days from the date of
termination.
C. BONUS FEE: For the purposes of this agreement, the available Bonus Fee is $171,943 The
Consultant may earn all or a portion of the bonus fee throughout the life of the contract. The
bonus fee shall be determined based on delivery of program elements and the projects assigned
to the Consultant. The program and assigned projects each have a series of performance
measures (SEE ATTACHMENTS H and J) which quantify the associated potential Bonus Fee that is
available to be earned. Some of those measures are objective, and the City (TPW Director and
Assistant Director, Infrastructure Design and Construction) shall evaluate performance and
make the final determination as to whether or not the Bonus Fee should be awarded and to
what level. In no event shall earned Bonus Fees total more than $171,943.
D. FEE PENALTY: For the purposes of this agreement, the Fee Penalty is $171,943. The Consultant
may lose all or a portion of the Fee Penalty throughout the life of the contract. The Fee Penalty
shall be determined based on delivery of the program elements and the projects assigned to the
Consultant The program and assigned projects each have a series of performance measures
which quantify the associated potential Fee Penalty for failure by the Contractor to meet project
milestones (SEE ATTACHMENTSH and J). Some of those measures are objective, and the City
(TPW Director and Assistant Director Infrastructure Design and Construction) shall evaluate
performance and make the final determination as to whether or not the Fee Penalty should be
assessed and to what level. In the event Fee Penalties are assessed they shall be deducted first
from any Bonus Fee earned by the Consultant in that invoice period and second from any
invoiced Fee At Risk. In no event shall Fee Penalties total more than $171,943
E. RETAINAGE: Each month, all remaining potential Fee Penalties for all Contractor program
elements and assigned projects shall be calculated based upon the invoiced amount and
remaining fee -at -risk, built upon the assigned values to the program elements and each
project's assigned value and unique performance metrics. This calculation will yield the
remaining amount of payout and unspent potential fee penalty for the City. The City will retain
up to 25% of that remaining amount (SEE SAMPLE INVOICE). The retainage will be held from
Page 6 City of Fort Worth
Capital Program Management Services
any Fee At Risk and Bonus Fee that may be due the contractor. Retainage is calculated as a
straight-line percentage of completion based upon a twenty-four month performance period .
At the 18th month of the contract the City reserves the right to adjust the retainage to 100% of
the remaining potential Fee Penalty.
II. General Terms
A. Invoices will be submitted each month to reflect all progress, costs and retainage for the current
performance period.
• Starting August 11, 2013, Part A services will be invoiced according to Exhibit A, Table 2 over the
remainder of the 24-month performance period.
The invoice and payment process is more fully described in Attachment G Sample Invoice, Attachment F
Fee at Risk Tracking Tool and Attachment E Sample Project Report Card. The Sample Report Card is
provided as an example. Each project will maintain a formal and unique report card which will be
acknowledged by the City and Consultant The City and the Consultant may mutually agree upon
modifications to a project report card with clear notations of changes and formal acceptance via
signatures by both parties.
• Part B services will be invoiced based upon time and expenses incurred in the 30 days prior to
the billing date.
i. Part B hourly compensation is further described in Sections B through H below.
ii. Total compensation for Part B shall not exceed $864,964.
iii. For the purposes of calculating the total compensation expended under this Part B, the
Professional Services Agreement authorized by M&C C-25622(1une12, 2012) shall be
deemed to have been performed under this agreement. In the case of any conflicts the
terms of this agreement shall control.
• The total not -to -exceed compensation for Capital Program Management Services Part A and
Part B is $2,410,478.
B. All labor expended in performance of the work at Consultant's standard rates.
• Consultant's standard work week is 40 hours.
• The rate for compensation to Consultant for exempt employees working more than the standard
work week will be at 1.0 times the standard rate for all hours worked above the 40 hours/week.
• The rate for compensation to Consultant for non-exempt employees working more than the
standard work week will be at 1.5 times the standard rate for all hours worked above the 40
hours/week.
• The Consultant's Overhead Field Rate is: 2.40
• The Consultant's Overhead Home Office Rate is: 2.72
• The above rate schedule reflects the unburdened rates for employees working on the project. The
actual rates billed will include a standard markup for fringes, overhead and profit as further described in
Section 1(B) above.
C. Cost for all travel & living, per diem, temporary & long term assignment expenses, etc. incurred by
• mployees related to the performance of the Work in accordance with Consultant's standard policies.
Compensation for mileage will be at the standard IRS rate at the time incurred.
D. All out-of-pocket expenses for courier services, reprographics, and support materials directly related to
the performance of the work, at cost plus ten percent (10%).
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Capital Program Management Services
E. Subcontracted services such as soils borings & investigations, environmental testing, materials testing,
and other specialized services by third parties directly related to the performance of the work, at cost
plus ten percent (10%).
F. Technical or professional services furnished by third parties and their reimbursable expenses and other
non -labor expenses incurred in performance of the work, at cost plus ten percent (10%).
G. All permits and fees required by regulatory or jurisdictional agencies obtained for the Work, at cost.
H. All other expenses incurred in performance of the Work and not identified above, at cost plus ten
percent (10%).
III. Standard Hourly Rates (Effective January 1, 2012) for Part B Services
Category
Clerical/Admin
Designer
Senior Designer
Engineer
Senior Engineer
Graphic Artist
Project Coordinator
Landscape Architect
Planner
Senior Planner
Hydrologist
Senior Hydrologist
Environmental Scientist/Engineer
Senior Environmental Scientist/Engineer
GIS Technician
Senior GIS Technician
Survey Instrument Technician
Survey Party Chief
Survey Technician
Survey Coordinator
Survey Project Manager
Survey Manager
Project Controls Scheduler
Project Management Support
Project Engineer
Senior Project Engineer
Project Manager
Senior Project Manager
Program Manager
Senior Program Manager
Operations Manager
Construction Inspector
Min -
$ 17 -
$ 20 -
$30-
$ 29-
$42-
$ 35 -
$ 24 -
$42-
$42-
$42-
$ 26-
$42-
$ 26 -
$42-
$ 26 -
$42-
$27-
$32-
$27-
$35-
$40-
$ 60-
$ 49-
$ 32 -
$45-
$ 50-
$ 48
$65-
$52-
$75-
$ 80 -
$ 35 -
Max Hourly Rate
39
48
65
62
85
62
59
77
59
78
62
78
62
85
62
72
42
45
50
48
90
86
92
69
80
90
92
105
119
125
150
55
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City of Fort Worth
Capital Program Management Services
Notes: These rates are valid for one year from the date specified as "Effective Date" above and subject to
adjustment thereafter.
This Rate Schedule is not an all-inclusive list of categories of personnel employed by Consultant. Should
there be a need to use a category(s) of personnel additional to the categories listed above, they will be
discussed with the Client at the time their service requirements are defined and this Rate Schedule
amended accordingly.
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Capital Program Management Services
June 18, 2012 -July 10, 2012 Interim
Agreement
July 11, 2012 Contract
Incentive Account
Pay App 1
Pay App 2
Pay App 3
Pay App 4
Pay App 5
Pay App 6
Pay App 7
Pay App 8
CMAR Task Order 1
Pay App 9
Pay App 10
Pay App 11
Pay App 12
Pay App 13
Part A Contract Value Invoiced thru 08.10.13
Part B Consummed as of 08.10.10
Exhibit 1 to Attachment B
Amendment No. 1- Contract No. 43747
Part A utilization
Part A Running
Balance
Part B utilization
Part B Running
Balance
$0.00-$51,000.00
$1,910,478.00 $1,910,478.00 $500,000.00 $449,000.00
-$171,943.00 $277,057.00
- $79,603.00 $1,830,875.00
- $79,603.00 $1,751,272.00
- $79,603.00 $1,671,669.00
-$79,603.00 $1,592,066.00
- $79,603.00 $1,512,463.00
- $79,603.00 $1,432,860.00
- $79,603.00 $1,353,257.00
- $79,603.00 $1,273,654.00
-$18,000.00 $259,057.00
- $79,603.00 $1,194,051.00
-$79,603.00 $1,114,448.00
- $79,603.00 $1,034,845.00
-$79,603.00 $955,242.00
-579.603.00 $875,639.00
-$1,034,839.00
- $240,943.00 $259,057.00
Change Order/Amendment 1, Performance Period 08.11.13 - July 10, 2014 Total Contract Value Remaining: $1,134,696.00
Sr. Program Manager Remaining Budget as of
08.11.13
Part B Remaining Value
11-Month Invoice Base Fee Remaining
11-Month Fee At Risk Remaining
Program Manager Hours Task Order 2
Remaining Part A Contract Value as of
08.11.13
$431,881.00
$78,804.00
-S364.954.00 $364,954.00
$510,685.00
$624,011.00
- $140,000.00 $484,011.00
Pay App 14
Staffing Development Task Order 3
Project Management/Quality Management
Manual Task Order 4
Pay App 15
Pay App 16
Task Order 5 - TBD
Pay App 17
Pay App 18
Task Order 6 - TBD
Pay App 19
Pay App 20
Task Order 7 - TBD
Pay App 21
Pay App 22
Pay App 23
Pay App 24
Exhibit 1 to Attachment B
Amendment No. 1- Contract No. 43747
- $46,427.00 $464,258.00
- $46,427.00
- $46,427.00
- $46,427.00
- $46,427.00
- $46,427.00
- $46,427.00
- $46,427.00
-$46,427.00
- $46,427.00
-$46,415.00
$417,831.00
$371,404.00
$324,977.00
$278,550.00
$232,123.00
$185,696.00
$139,269.00
$92,842.00
$46,415.00
$0.00
- $100,000.00 $384,011.00
- $100,000.00 $284,011.00
-$130,000.00 $154,011.00
- $80,000.00 $74,011.00
- $74,000.00
$11.00
Attachment C
Change Order 1
Performance Incentives and Penalties
The services described in Part A of the Statement of Work are subject to periodic performance reviews by the
City for the purpose of creating a performance based incentivized contract. Consultant shall be paid the Base
Fee Payments monthly as stated above, additional payments or penalties will be assessed based on Consultant's
performance on selected measures.
Each program performance element described in Attachment H and those projects listed in Attachment Ds and I
will be scored and form the basis of all Bonus Fee Payments or Fee Penalties. Each program element has been
categorized based in accordance with the scope of services outlined in Part A. Each project has been assigned a
project value multiplier The multiplier is based on the individual project's size, complexity, and current state of
completion. The sum of each of the multipliers will total 9% of the "Program Fee" for the entire 24 month
period of performance for a total of $171,943.
Changes to Previous Attachments Executed on July 11, 2012
• Attachment D is modified to be effective July 11, 2012 — February 28, 2013
• Attachment H is added: effective date is July 11 2012
• Attachment J is added and replaces Attachment E effective date is July 11, 2012
• Attachment I is added for the performance period March 1 2013 —June 17, 2014
• Attachment F is modified : effective date is August 11, 2013
Performance will be evaluated for program elements and project delivery elements.
A. Program Elements
The program elements are valued at $92,700.00 for performance evaluation.
1. Scoring and evaluation is based on the specific Performance Elements listed below Proiect Delivery
Enhancement Techniques. including but limited to:
a. Lessons Learned
b. Proiect Delivery Roadmap
c. Peer Review/Scope Checks
d. Monthly Infrastructure Proiect Reviews
2. Proiect Behaviors/Change Management
a. Engagement
b. Team Alignment and Knowledge Transfer
c. Go -for -the -Green (Branding)
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Capital Program Management Services
d. 180-Day Plan Team Commitment
3. Project Delivery Improvement Tools
a. VALU Model
b. Project Delivery Tools
c. Project Management SOP
d. Project Execution Plans
A description of the program performance elements, evaluation criteria and assigned values is provided in
Attachment H.
B. Project Delivery Elements
Proiect delivery performance is evaluated for each project assigned to the Jacobs' team. The project delivery
elements are valued at S79,243.00. The assigned projects for the performance period lulu 11, 2012 — February
28. 2013 are listed in Attachment D. The assigned projects for the performance period March 1. 2013 —June 17,
2014 are listed in Attachment 1.
Scoring and evaluation is based on the specific project performance elements listed below:
1. PM Engagement with Stakeholders and Customers
2. Demonstrated value in cost schedule and change management
3. Demonstrated predictability in project delivery
4. Demonstrated collaboration that results in effective and timely decision -making
5. Demonstrated communication among team members for information sharing and lessons learned.
A description of the project performance elements are listed in Attachment J. Attachment J replaces the project
delivery performance criteria previously established in Attachment E.
Overall scoring will be on a tiered incentive/penalty system measured above or below par performance with a
total of +/- $171,943 available for release.
Performance Level Potential Gain/Loss % Potential Gain/Loss $
Far Exceeds Expectations + 30% + $171,943
Exceeds Expectations +70% +$120,360
Par Meets Expectations no gain or loss fee remains $1,910,478
Below Expectations -70% -$120,360
Far Below Expectations -30%-$171,943
The reporting reconciliation, and payout schedule will be in accordance with Attachment B— 24 Month
Retention and Payout Schedule.
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Capital Program Management Services