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Agenda 01/08/2019 Item #16C 101/08/2019 EXECUTIVE SUMMARY Recommendation to approve the selection committee rankings and to authorize staff to enter into contract negotiations with the top-ranked firm, AECOM Technical Services, Inc., for Request for Professional Services No. 18-7370, “Public Utilities Water-Sewer District Master Plan,” Project 70031. OBJECTIVE: To enable staff to commence contract negotiations with the top ranked firm to obtain professional engineering services for developing individual Collier County Water-Sewer District (CCWSD) master plans for potable water, wastewater, and irrigation quality water that provide clear direction for near and long-term infrastructure management strategies supported by technical evaluations and a capital improvement program focused on meeting future customer demands with best-value solutions. CONSIDERATIONS: The proposed scope of work under Project No. 70031, “Utilities Master Plan,” is consistent with the Capital Improvement Program (CIP) contained in the 2014 Water, Wastewater, Irrigation Quality Water, and Bulk Potable Water Master Plan/CIP Plan approved by the Board of County Commissioners (Board) on November 10, 2015 (Agenda Item 9C), as Appendix III of the 2015 AUIR/CIE. The master plans for potable water, wastewater, and irrigation quality water will include: capacity expansion requirements, a 10-year CIP with prioritized expansion, rehabilitation and restoration projects driven by Enterprise Asset Management, GIS-based hydraulic modeling, and Level of Service (LOS) standards review for potable water demand and wastewater flow. The master plans will provide the basis for updating rate structures and impact fees and will update and expand on strategies developed in previous master plans. The selected firm will produce technical reports detailing data, assumptions, and conclusions; assist with the adoption process; and coordinate with the County’s rate consultant and special legal counsel (as needed) to confirm the legal sufficiency of all fees, rates and charges. On May 11, 2018, the Procurement Services Division released notice of Request for Professional Services #18-7370 to 7,494 firms for “Collier County Water Sewer District Master Plan.” Interested firms downloaded ninety (90) solicitation packages, and the County received three (3) proposals by the June 12, 2018 solicitation deadline. All proposers were deemed responsive/responsible. A selection committee met on July 17, 2018 to review proposals and short -listed three (3) firms to invite back for oral presentations. The invitations for presentation were accepted by AECOM and Tetra Tech, with Carollo removing themselves from consideration, citing scheduling conflicts. On August 14, 2018, the committee heard the two (2) remaining short-listed firms’ presentations and ranked the firms in order of preference. Subsequently, the Director of Procurement Services recommended that Carollo be provided an opportunity to present so that a selection from three or more firms could be made consistent with the Consultants’ Competitive Negotiations Act, F.S. § 287.055. On November 16, 2018, the Selection Committee was reconvened, and the three (3) short -listed firms were re-ranked following a presentation by Carollo Engineers. The final ranking is AECOM Technical Services, Inc. as 1, Carollo Engineers, Inc. as 2 and Tetra Tech as 3. Staff recommends negotiating with the top ranked firm, AECOM Technical Services, Inc. Rank Name of Firm 1 AECOM Technical Services, Inc. 2 Carollo Engineers, Inc. 3 Tetra Tech 16.C.1 Packet Pg. 1079 01/08/2019 The Solicitation, Ranking Tabulation and Notice of Recommended Award are included as Attachments 1, 2 and 3 respectively. FISCAL IMPACT: There is no fiscal impact associated with this action. Once negotiations are completed and approved, the source of funding for the future negotiated contract is available in the FY2019 capital budget approved by the Board September 6, 2018. The sources of funding will be the Water User Fees Fund (412) and the Wastewater User Fees Fund (414). GROWTH MANAGEMENT IMPACT: This project meets current Growth Management Plan standards to ensure the adequacy and availability of viable public facilities. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. -SRT RECOMMENDATION: To approve the final ranking of professional engineering consultants and authorize staff to enter into contract negotiations with the top ranked firm, AECOM Technical Services, Inc., for Request for Professional Services No. 18-7370, “Public Utilities Water-Sewer District Master Plan,” Project 70031, and if an agreement cannot be reached with that firm, to continue negotiating with the remaining firms ranked in order. Staff will bring a proposed contract to the Board for approval following the conclusion of negotiations. Prepared by: Eric Fey, Senior Project Manager, Public Utilities Engineering and Project Management Division ATTACHMENT(S) 1. Attachment 1 Solicitation (PDF) 2. 18-7370 Final Ranking (PDF) 3. 18-7370 NORA_Signed (PDF) 16.C.1 Packet Pg. 1080 01/08/2019 COLLIER COUNTY Board of County Commissioners Item Number: 16.C.1 Doc ID: 6629 Item Summary: Recommendation to approve the selection committee rankings and to authorize staff to enter into contract negotiations with the top-ranked firm, AECOM Technical Services, Inc., for Request for Professional Services No. 18-7370, “Public Utilities Water-Sewer District Master Plan,” Project 70031. Meeting Date: 01/08/2019 Prepared by: Title: Division Director - Public Utilities Eng – Public Utilities Planning and Project Management Name: Tom Chmelik 12/07/2018 4:44 PM Submitted by: Title: Division Director - Public Utilities Eng – Public Utilities Planning and Project Management Name: Tom Chmelik 12/07/2018 4:44 PM Approved By: Review: Public Utilities Planning and Project Management Craig Pajer Additional Reviewer Completed 12/08/2018 4:31 AM Public Utilities Planning and Project Management Michael Stevens Additional Reviewer Completed 12/08/2018 11:12 AM Public Utilities Planning and Project Management Oscar Martinez Additional Reviewer Completed 12/10/2018 8:15 AM Procurement Services Opal Vann Level 1 Purchasing Gatekeeper Completed 12/10/2018 8:20 AM Procurement Services Ted Coyman Additional Reviewer Completed 12/11/2018 12:45 PM Public Utilities Operations Support Sarah Hamilton Additional Reviewer Completed 12/12/2018 3:49 PM Public Utilities Planning and Project Management Tom Chmelik Additional Reviewer Completed 12/12/2018 4:35 PM Procurement Services Swainson Hall Additional Reviewer Completed 12/14/2018 4:26 PM Public Utilities Department Sarah Hamilton Level 1 Division Reviewer Completed 12/17/2018 2:45 PM Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 12/18/2018 5:39 AM County Attorney's Office Scott Teach Level 2 Attorney Review Completed 12/20/2018 2:02 PM Office of Management and Budget Laura Wells Level 3 OMB Gatekeeper Review Completed 12/20/2018 2:20 PM Budget and Management Office Ed Finn Additional Reviewer Completed 12/20/2018 3:40 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 12/21/2018 8:48 AM County Attorney's Office Emily Pepin CAO Preview Completed 12/21/2018 11:19 AM County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 12/27/2018 12:17 PM 16.C.1 Packet Pg. 1081 01/08/2019 Board of County Commissioners MaryJo Brock Meeting Pending 01/08/2019 9:00 AM 16.C.1 Packet Pg. 1082 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROFESSIONAL SERVICES (RPS) In accordance with Florida Statute 287.055 Consultants’ Competitive Negotiation Act FOR PUBLIC UTILITIES WATER-SEWER DISTRICT MASTER PLAN RPS NO.: 18-7370 ADAM NORTHRUP, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-6098 ADAM.NORTHRUP@colliercountyfl.gov (Email) This proposal solicitation document is prepared in a Microsoft Word format (rev 8/16/17). Any alterations to this document made by the Consultant may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. 16.C.1.a Packet Pg. 1083 Attachment: Attachment 1 Solicitation (6629 : CCWSD Master Plans Selection Committee Ranking) SOLICITATION PUBLIC NOTICE REQUEST FOR PROFESSINAL SERVICES (RPS) NUMBER: 18-7370 PROJECT TITLE: PUBLIC UTILITIES WATER-SEWER DISTRICT MASTER PLAN PRE-PROPOSAL CONFERENCE: NA LOCATION: NA RPS OPENING DAY/DATE/TIME: JUNE 12TH, 2018 AT 3:00PM EST PLACE OF RPS OPENING: PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FL 34112 All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: https://www.bidsync.com/bidsync-cas/ INTRODUCTION As requested by the Public Utilities Engineering and Project Management Division (hereinafter, the “Division or Department”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for Professional Services (hereinafter, “RPS”) with the intent of obtaining proposals from interested and qualified Consultants in accordance with the terms, conditions and specifications stated or attached. The Consultant, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated. Collier County is seeking a qualified firm to provide engineering services for medium and long range utility planning. BACKGROUND Vision To provide to the County Manager and Board of County Commissioners Individual Collier County Water-Sewer District (CCWSD) Master Plans for potable water, wastewater, and irrigation quality water that provide clear direction for near and long- term infrastructure management strategies supported by technical evaluations and capital improvement programs that are focused on meeting the future customer demands with best value solutions and fully leveraged assets. Mission To meet the future demands of the CCWSD with enhanced supply and optimized capacity using advanced and proven best value technology. Develop and maintain individual master plans for potable water, wastewater, and irrigation quality water, including a Capital Improvement Program (CIP) with prioritized rehabilitation and restoration (R&R), using asset management, GIS-based hydraulic modeling, and advanced coordination efforts with inter-divisional staff and assets. Guiding Principles • Sustained, compliant, safe, and reliable delivery of CCWSD services. • Revenue centric and cost contained approach to operations and capital improvement programs. • Follow discipline-specific taxonomy. • Utilize existing data from technology, systems, and agency divisions to support the evaluation of the utility infrastructure. Sources include: o Hydraulic modeling programs o GIS o SCADA o Utility billing system o Enterprise Asset Management o Growth Management Department’s Comprehensive Planning Section  BEBR-based population data  Collier Interactive Growth Model (CIGM) population data 16.C.1.a Packet Pg. 1084 Attachment: Attachment 1 Solicitation (6629 : CCWSD Master Plans Selection Committee Ranking) o Lower West Coast Water Supply Plan (latest version) o Ten Year Water Supply Plan Facilities Work Plan (latest version) o Historical raw water withdrawal data compiled by the Water Distribution Section o Historical finished water production data compiled from Monthly Operating Reports (MOR) o Historical wastewater influent flow data compiled from Discharge Monitoring Reports (DMR) o Previous master plans, CIP plans, and supplements o Prior and recent rate studies. TERM OF CONTRACT The contract term, if an award(s) is/are made is intended to be for current needs. Prices shall remain firm for the entire term of the awarded contract. Surcharges will not be accepted in conjunction with this award, and such charges should be incorporated into the pricing structure. DETAILED SCOPE OF WORK The deliverables for the project include the performance of engineering services associated with the development and preparation of the CCWSD Master Plans, including, but not limited to the following: 1. Develop individual CCWSD Master Plans using the adopted vision, mission, and guiding principles to further plan and maintain compliant potable water, wastewater, and irrigation quality water infrastructure within the current and expanded service areas within Collier County. a. Evaluate existing potable water and wastewater level of service standards and validate or recommend updated standards (gallons per day per capita) and peaking factors for maximum month daily demand/flow (MMDD/F), maximum 3-day daily demand/flow (M3DD/F), maximum daily demand (MDD), minimum daily demand/flow, and peak hourly flow (PHF). b. Generate potable water demand forecasts. c. Generate wastewater flow forecasts. d. Generate Irrigation Quality (IQ) water demand forecasts. e. Document supply, capacity, and demand for all systems over the forecast period. i. Develop sustained, managed, and risk-based compliance measurements. ii. Evaluate permit requirements (include current renewal requirements, new permits needed, etc.) iii. Evaluate reliable capacity for all systems using “10-State Standards”, FDEP Regulations, and best industry practices (including wastewater pump stations). iv. Develop and evaluate maximum month average day, maximum day, minimum day, maximum 3-day, peak hour, wet season, and dry season scenarios. f. Use the provided hydraulic models to acquire results for potable water, wastewater, and IQ water systems using Innovyze hydraulic modeling software. g. Integration between the hydraulic model, the population model, and the master plans is preferred, such that the County will have the ability to model the impact of changes in population, level of service standards and peaking factors. h. Make recommendations for achieving system capacity and reliability goals based on existing and recommended level of service standards (consistent with 1.a. above). i. Incorporate by reference the SCADA, GIS, Asset Management, and IT master plans to ensure coordinated efforts and inclusion of compliance related issues. 2. Develop Potable Water (including Wellfield/Plant/Distribution), Wastewater (including Collections/Plant), and IQ Water (including Wellfield/ASR/Supplemental Supplies/Plant/Distribution) CIPs with descriptions in a Microsoft Excel spreadsheet format that supports sorting and linking. The CIPs shall address and mitigate risks. Each project should include a level of compliance ranking 1, 2, or 3. Level 1 is sustained compliance, level 2 is managed compliance, and level 3 is risked compliance, as defined below. a. Review the CCWSD’s risk-based 5- and 10-year Repair and Replacement CIP Plan, provide feedback and integrate results into the master plans. b. Utilize the hydraulic modeling results to develop growth-driven CIP requirements. c. Provide 5-year CIP recommendations. i. Develop and prioritize projects based on system evaluations to maintain minimum level of service to existing customers (e.g., potential pipe upsizing/downsizing, pressure zone development, reliability connections, wellfield replacement/reliability, etc.). 16.C.1.a Packet Pg. 1085 Attachment: Attachment 1 Solicitation (6629 : CCWSD Master Plans Selection Committee Ranking) ii. Develop extended IQ water service area based on priorities contained in the Sustainable Integrated Water Resource Management Strategy Workshop presented to the Board of County Commissioners on November 3, 2015. iii. Develop a system segmentation plan and projects to define zones for monitoring system performance metrics, such as potable and IQ water loss, wastewater system infiltration and inflow, transmission/distribution network pressure, flow rate/velocity, water quality, septicity, pump operation, etc. iv. Develop programs for energy efficiency, lightning protection, metering, security, power systems, and wastewater basin rehabilitation. d. Provide 10-year CIP recommendations. i. Expand on the 5-year CIP recommendations. e. Provide water resource recommendations for the next 50 years. 3. Detail the assumptions used to develop deliverables 1 and 2. 4. Assist staff with adoption of the CCWSD master plans. a. Attend up to six (6) public meetings, including: i. Productivity Committee ii. Development Services Advisory Committee (DSAC) iii. Collier County Board of County Commissioners b. Assist with preparation of presentations, frequently asked questions (FAQ’s), and other items needed for public meetings. Attend rehearsals upon request. 5. Coordinate with the County’s contracted rate consultant and special legal counsel, as needed, to confirm all fees (user, impact, and other) are legally sufficient and meet the intent of the current Board Policy as well as the Florida Administrative Code and applicable state laws. Provide monthly updates or conference calls on development of deliverable 2. The CCWSD master plans will serve as the basis for the development of updated rate structures and impact fees and will update and expand on strategies developed in previous master plans. Recommendations provided in the CCWSD master plans shall be based on the goal of providing sufficient system capacity to meet projected demands and to provide reliable service. Level of Compliance Definitions: Level 1 - Sustained Compliance under which the County manages the best that can be done to achieve the service level that their customers have expected and continue to expect with no back-ups, no SSOs, no off-site odor emissions, no spills, no off- site noise emissions, sustained quality-compliant wastewater and water services 24/7/365, with no Consent Orders. Level 2 - Managed Compliance where the County takes reasonable risks, which results in deferred planned maintenance and asset management, and taking risk for potential non-compliance letters and enforcement letters where level of service is sustained based on resources available. Level 3 - Risked Compliance with almost certain non-compliance with Consent Orders issued. The reliability of the utility system and the level of service would be compromised with full scale migration toward break-down maintenance resulting in customer service outage, service interruptions, SSO (spills), back-ups and property damage. The final scope of services and deliverables will be determined as a result of negotiations with the top ranked firm(s) in accordance with the CCNA and incorporated into the resultant contract(s). These may or may not include all of the services as described above, and may also include services identified in the submitted proposal responses and/or as the result of negotiation discussions. 16.C.1.a Packet Pg. 1086 Attachment: Attachment 1 Solicitation (6629 : CCWSD Master Plans Selection Committee Ranking) Selection Committee Final Ranking Sheet RPS #: 18-7370 Title: Public Utilities Water-Sewer District Master Plan Name of Firm Eric Fey Craig Pajer Ben Bullert Kris VanLengen Matt Thomas Total Selection Committee Final Rank AECOM Technical Services Inc.1 1 2 3 1 8 1.0 Carollo Engineer 2 2 1 2 2 9 2.0 Tetra Tech 3 3 3 1 3 13 3.0 Procurement Professional Evelyn Colon Step 1: Upon direction by the Procurement professional, the individual selection committee member should provide their ranking of the proposals (from highest being number one (1) to lowest. Step 2: The procurement professional will review the mathematically calculated final rank and discuss the rank order and determine if consensus is reached. Page 1 of 1 16.C.1.b Packet Pg. 1087 Attachment: 18-7370 Final Ranking (6629 : CCWSD Master Plans Selection Committee Ranking) 16.C.1.cPacket Pg. 1088Attachment: 18-7370 NORA_Signed (6629 : CCWSD Master Plans Selection Committee Ranking)