#04-3673 Amendment #7 (Carollo Engineers, Inc.)SEVENTH AMENDMENT TO AGREEMENT # 04-3673
FOR
"Professional Engineering Services for Design of the Northeast Water Reclamation Facility
and Water Treatment Plant"
THIS AMENDMENT, made and entered into on this IL44 day of 2020
by and between Carollo Engineers, Inc., (referred to herein as "Consultant") Qnd the Collier
County Board of County Commissioners, a political subdivision of the State of Florida (referred to
herein as "Owner" or "County").
WHEREAS, on December 14, 2004 (Agenda Item 10.E.), the County entered into
Agreement No. 04-3673 (the "Agreement") with the Consultant to provide professional engineering
services for design and related consulting services for the construction of the Northeast Water
Reclamation Facility (NER WRF) and Northeast Water Treatment Plant (NERWTP), Project No.
70902 in the amount of $11,752,020 (the "Project"), with the performance of the services to be
phased in on an annual approval of funds by the Board for each fiscal year of the duration of the
contract; and
WHEREAS, on March 18, 2005, the County administratively approved Amendment No. Ito
the Agreement to replace section 8.1 and 8.2 of Article Eight, Indemnification to update the
Agreement's indemnification clause; and
WHEREAS, on November 15, 2005 (Agenda Item 10.G), the County approved Amendment
No. 2 to the Agreement in the amount of $1,144,432 for services related to the revised phasing of
development for the NERWRF and NERWTP bringing the total contract amount to $12,869,452.00;
and
WHEREAS, on January 26, 2010 (Agenda Item 16.C.2), the County approved Amendment
No. 3 to the Agreement to include Exhibit A3-A, Supplemental Terms and Conditions and to
"hibernate" the Project, while allowing for oversight and management of activities during the
hibernation, and providing for future reactivation of the Contract; and
WHEREAS, on February 27, 2015, the County administratively approved Amendment No.
4 to the Agreement to replace in its entirety, Article Four- Time, Paragraph 4.1, to extend the period
for the Consultant to provide services through the eventual completion and closeout of all services
required on the Project; and
WHEREAS, on September 26, 2017 (Agenda Item 16.C.1), the County approved
Amendment No 5 to the Agreement to reactivate the contract, amend hourly rates, as set forth in
Schedule B- Attachment B and approve a new proposed Scope of Work (Exhibit A5-A), providing
for the update of the Northeast Water Reclamation Facility and Northeast Regional Water Treatment
Plant design criteria, in the amount of $172, 642; and
WHEREAS, on April 24, 2018 (Agenda Item 16.C.7), the County approved Amendment
No. 6 to the Agreement to include Exhibit A6-A and Exhibit A6-13 to include additional scope of
work to the Northeast Utility Facility Site to create a Northeast Base Map, site plan modifications,
identify parcel plat and provide associated time and material fees in the amount of $149,943; and
WHEREAS, based upon the current and anticipated increased growth patterns in the
northeast service area, the parties desire to amend the Agreement to include Exhibit A7-A and
Exhibit A7-13 to include additional scope of work, schedule and fees to Consultant to include the
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Seventh Amendment to Agreement # 04-3673
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necessary project and quality management, public involvement services, and required coordination with
the Construction Manager at Risk ("CMAR") to support this phase in the amount of $1,637,264.00.
NOW, THEREFORE, for good and valuable consideration, the receipt of which is hereby
acknowledged, and in consideration of the mutual promises and covenants contained herein, the
parties acknowledge and agree to amend the Agreement as follows:
1. Parties agree to include and incorporate attached Exhibit A7-A and A7-13 as part of the
duties and obligations in in performing under the Agreement.
2. All other terms and conditions of the Contract shall remain in force.
IN WITNESS WHEREOF, the parties have each executed this Seventh Amendment effective as of
the date set forth above by an authorized agent or person.
ATTEST:
Crystal K. Kinzel, Clerk of Court &
Comptroller
By:
Dated:
(sEAla{est'td Chaliman's
r
Contract��'
Ft
st Witness
Robert Cushing, Senior Vice President
TType/print witne s nameT
44t
Second Witness
Dean Milton, Vice President
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BOARD OF COUNTY COMMISSIONERS
COLLIER LINTY, FLORID
By.
Burt L. Saunders, Chairman
CONTRACTOR:
Carollo E ineers, Inc.,
By:
— P�J�
Sign ture
Laura Baumberger. Vice President
TType/print signature and titleT
6/25/2020
Date
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Seventh Amendment to Agreement # 04-3673 CA
EXHIBIT A7-A
Contract Amendment No. 7 to Agreement #04-3673
Professional Engineering Services for the Design of the Northeast WRF and WTP
SCOPE OF SERVICES
NEUF Deep Injection Well Permitting and Construction and Site Design, Permitting, and
Early Work Construction
BACKGROUND AND PURPOSE
Plans and specifications for the Northeast Water Reclamation Facility (NEWRF), Water Treatment Plant
(NEWTP), and associated facilities (Northeast Utility Facility - NEUF) were signed, sealed, and put in
storage in 2010. Since that time, technologies, O&M staff preferences, and level of service requirements
have evolved. Per the January 24, 2019 Board of County Commissioners (BoCC) meeting, construction
of the new 4-mgd (expandable to 12 mgd) Northeast WRF will begin in 2022 using a Construction
Manager at Risk (CMAR) delivery method. In addition, the planned deep injection wells (DIW) required
for wet weather effluent management will provide benefit to the reliability of the interim WRF as well as
the permanent water and wastewater facilities and will be permitted and constructed as soon as possible.
Furthermore, being a good neighbor to the residents surrounding the NEUF site is a priority, and to
support that, the full site design will be completed, and early construction packages will be released for a
landscape buffer, stormwater ponds, and other site infrastructure.
Interim wastewater facilities are currently being constructed at the site. These interim facility assets may
be used for the permanent facility to the extent possible. The existing design is MLE with clarifiers and
filtration, and the new design will modify the design to MLE with MBR, leveraging other constructed
MBR designs to promote design efficiency. The overall intent is to reuse previous established basis of
design decisions and only update or modify what is necessary to establish a new set of construction
documentation for the project, which may include simply representing previous design concepts and
decisions in technical memoranda for documentation.
The Project involves multiple steps associated with the overall implementation, including:
- DIW and Site Work including DIW design, permitting, and construction and updated full site civil
design, permitting, and early site work construction.
- WRF Design and Permitting including preliminary and detailed WRF design in conjunction with
CMAR coordination and Cost Model/Guaranteed Maximum Price (GMP) development review.
- WRF Construction including construction of the WRF and other associated features not previously
constructed.
- WTP Design and Permitting including preliminary and detailed WTP design in conjunction with
CMAR coordination and Cost Model/Guaranteed Maximum Price (GMP) development.
- WTP Construction including construction of the WTP and other features not previously
constructed
This Scope of Services is limited to the DIW and Site Work Phase of the Project. CONSULTANT
services during this DIW and Site Work project will also include the necessary project and quality
management, public involvement services, and CMAR coordination to support this phase.
Proiect Assumptions
1. The NEWRF will most likely be rated an initial 4 mgd annual average day flow (AADF) design
capacity with phased incremental expansions to12 mgd.
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2. Project will be delivered using the CMAR project delivery method.
3. Contract Amendments. Subsequent WRF Preliminary and Detailed Design and Permitting, WRF
Construction, WTP Preliminary and Detailed Design and Permitting, and WTP Construction
amendments are required to complete the project through full commissioning.
4. Project Deliverables. CONSULTANT will produce multiple project documents in hardcopy and
digital format for submittal to the COUNTY, as identified herein. A total of five (5) draft and five (5)
final hardcopies of each deliverable will be submitted to COUNTY for distribution. Electronic copies
of the various deliverables will also be provided in PDF and posted on a collaborative project
website. COUNTY shall agree to review draft project deliverables and provide comments to
CONSULTANT in a timely fashion (typically within two weeks of submittal notification).
SCOPE OF SERVICES
CONSULTANT will complete the following scope for the DIW and Site Phase. Subsequent elements of
the Project will be provided under separate amendments.
TASK 100 — PROJECT MANAGEMENT
CONSULTANT will perform various project management and monitoring activities throughout the
Project.
101 — Develop Project Plan
Develop a Project Plan that will identify and detail the proposed project management activities for
the duration of the DIW and Site Work Phase of the Project. Specific components of the Project
Plan will include project background and scope; identification of project team and associated
contact information, project schedule of meetings, workshops, submittal milestones and review
dates; project budget and task breakdown; communication and interface control; and document
control and management. Project Plan will be coordinated with applicable Quality Management
Plan (Task 201).
The CONSULTANT will prepare and submit a draft Project Plan to the COUNTY for review and
potential approval no later than two (2) weeks following receipt of written Notice to Proceed
(NTP) from the COUNTY. Upon receipt of comments, submit a final Project Plan to the
COUNTY for distribution.
Deliverables: Draft and Final Project Plan
102 — Project Control and Reporting
Develop monthly progress reports and invoices throughout the DIW and Site Work Phase that
identify the following:
• Work completed since the previous report.
• Work anticipated in the upcoming month.
• Project status, including scheduled and actual percent completes for the major tasks.
• Budget status, including contracted amount, total spent to date, amount remaining, percent
spent and actual percent complete.
• Schedule status, including variances in the project schedule by milestone and/or deliverable,
and total project.
• Dates of anticipated milestones and/or deliverables in the upcoming month.
• List of problems encountered (if any) and proposed resolution, including technical, budgetary
and schedule problems.
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• List of potential scope changes, including a brief description and reason for change, along
with potential impact on budget and schedule.
• List of issues needing resolution, including party(s) involved and date required so as not to
impact project schedule.
In addition to monthly status updates, provide abbreviated weekly email updates to COUNTY
leads reporting on current and upcoming weekly activities and key issues.
Develop and maintain Project logs documenting key decisions and action items throughout the
Project duration, accessible on the project collaborative website.
Deliverables: Monthly Progress Reports and Invoices; Weekly Status Email Updates,
Decision Log; Action Log
103 — Project Schedule
Develop and maintain a project progress schedule during the DIW and Site Work Phase. The
schedule will be developed in MS Project format. Each activity of the scope of services herein, as
well as a general listing of tasks required under subsequent Project phases, will be incorporated
into the work breakdown structure (WBS) of the schedule. Project timelines, along with
identification of task inter -relationships, will be provided in a Gantt format. Schedule will include
both original baseline and actual progress.
A draft baseline project schedule will be submitted to the COUNTY for review and approval no
later than two (2) weeks following receipt of written NTP from the COUNTY. The project
schedule will be updated monthly and delivered to the COUNTY as part of the monthly progress
report and invoice. Updated schedule will include initial baseline, actual progress, status of actual
versus initial baseline, and projected completion of tasks.
The project schedule will also be maintained and updated throughout subsequent phases of the
Project. Once the CMAR is under contract with the COUNTY, the design schedule and updates
will be provided to the CMAR for incorporation into their overall Project schedule.
Deliverables: Draft and Final Baseline Project Schedule and Monthly Updates
104 — Project Meetings and Workshops
Prepare and distribute agendas and minutes for each meeting. Agendas will be submitted to the
COUNTY at least three (3) business days prior to the meeting. Minutes will be submitted to the
COUNTY no more than two (2) days following each meeting. Agendas and minutes will also be
posted to the collaborative project website for additional access by interested parties.
104.1 — Project Kickoff Meeting. Conduct a project kickoff meeting approximately two (2) weeks
following receipt of written NTP from the COUNTY, in order to allow completion of several draft
submittals identified herein. Meeting objectives will be to review the various draft submittals
(including the baseline project schedule, Project Plan, and Quality Management Plan); confirm
lines of communication; provide tutorial of collaborative project website; and coordinate the
schedule of bi-weekly project meetings.
104.2 — Biweekly (every other week) Project Meetings. Conduct monthly project meetings with
COUNTY representatives to keep the COUNTY informed of the project progress and obtain input
and direction as required. Monthly meeting objectives will include the presentation of alternative
evaluations for COUNTY review and approval; results from data collection, and other outstanding
project issues.
104.3 — Supplemental Project Workshops. Conduct additional coordination meetings and
workshops with COUNTY and other project stakeholders as necessary to obtain timely input and
feedback on the progression of the Project, including key interaction with COUNTY operations
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and maintenance (O&M) staff regarding process alternative evaluations.
Deliverables: Meeting Agenda and Summary Notes
105 — Subconsultant Management
Prepare and coordinate necessary subconsultant agreements required for the DIW and Site Work
Phase and manage the subconsultants throughout the DIW and Site Work Phase.
106 — Collaborative Project Website
Develop a collaborative project website that will be hosted on the CONSULTANT's platform in a
password -protected area, maintained throughout the entire Project duration, and will be accessible
by internal project stakeholders. The website will have document storage, search and retrieval
functions for project information. Specific components to be included are:
• Scope of work.
• Project correspondence (letters, memoranda, etc.).
• Draft/Final plans and reports.
• Intermediate design submittals (drawings, specifications, details, and cost estimates).
• Project schedule (with updates).
• Monthly progress reports.
• Meeting agendas and minutes.
• Project progress photos.
+ Other items as determined and as approved by the COUNTY.
107 — BoCC Meetings / Presentations
Prepare relevant materials (i.e. presentation slides, renderings, etc.) regarding DIW and Site Work
Phase development for presentation and discussion with BoCC and/or other COUNTY
management representatives.
Deliverables: Presentation Materials
TASK 200 — QUALITY MANAGEMENT
The CONSULTANT will perform various quality management activities throughout the DIW and Site
Work Design Phase as delineated in the following tasks and sub -tasks.
201 — Develop Quality Management Plan
Develop a Quality Management Plan (QMP) that will identify and detail the proposed quality
management activities for the duration of the DIW and Site Work Phase. Specific components of
the QMP will include identification of project personnel responsible for peer reviews and detailed
checks; schedule of milestones and review dates; and project standards and design calculations
management. Project -specific check comment forms and checking procedure checklists (by
discipline) will also be included.
Prepare and submit a draft Quality Management Plan to the COUNTY for review and approval no
later than two (2) weeks following receipt of written NTP from the COUNTY. Upon receipt of
comments, submit a final Quality Management Plan to the COUNTY for distribution.
Deliverables: Draft and Final Quality Management Plan
TASK 300 — DEEP INJECTION WELL (DIW) DEVELOPMENT
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The disposal capacity need, assuming 80% treatment efficiency for the WTP and 100% disposal for the
WRF, is currently estimated to be approximately 16 mgd. The following tasks describe the specific
efforts associated with the Deep Injection Well Development. Note that for budgeting purposes
CONSULTANT assumes that the County will permit and construct 2 injection wells and 1 dual zone
monitoring well under this work scope.
301 — Data Compilation and Basis of Design Development
CONSULTANT will review available existing technical documents related to the facility and
underlying hydrogeology. The documents will include existing and previously issued permits and
relevant supporting documents, regional hydrogeologic studies, facility design documents, and
related site -specific consultants' reports. CONSULTANT will search public databases of
regulatory agencies (FDEP, USGS, and SFWMD) and coordinate with the project team to compile
available documents related to the project. Maps, drawings, and summary tables will be generated
under this task for later use in the system evaluation and expansion design elements of the project.
302 — Preliminary Injection Well System Design
CONSULTANT will develop up to three injection well system concepts for a facility capacity of
16 mgd. The conceptual designs will include well depths and dimensions, materials, design
pumping rates, preferred well locations, conceptual drawings of concentrate disposal wells, and a
summary report describing recommendations. Based on preliminary analysis, the facility may
need 2 to 3 deep injection wells and a dual zone monitoring well. The number of wells will depend
on the selected casing diameter and whether the primary tubing has a fluid -filled or cemented
annulus. The injection wells will be cased into the Boulder Zone within the Oldsmar Formation as
per FDEP criteria. CONSULTANT will evaluate various injection well siting and sizing options
with the goal of maintaining the current design concept.
While the final injection well site dimensions are typically not large, during construction, the
injection well contractor typically will request a construction laydown area of about 100 feet by
300 feet adjacent to and accessible to the injection well locations. CONSULTANT will review the
space available on the current property and identify site construction coordination and sequencing
that will facilitate the injection well system construction with the goal of maintaining the original
design concepts.
303 — 90% Design — Injection Well System
CONSULTANT will coordinate with the project team to identify design preferences and
integration with the proposed WTP/WRF construction and operations. Based on feedback from the
project team, CONSULTANT will make necessary revisions to the conceptual design report and
prepare a 90% final design drawings and specifications for construction of the injection well.
Design elements to be provided by CONSULTANT include well locations, well dimensions,
construction materials, construction sequencing, construction methods, well completion design,
and recommended injection rates.
304 — 100% Design — Injection Well System
CONSULTANT will make necessary revisions to the 90% design drawings and specifications and
prepare a 100% final design drawings and specifications for construction of the injection wells.
Design elements to be provided by CONSULTANT as part of this task will include revisions to
any previously submitted drawings and plans.
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305 — FDEP Underground Injection Control Permitting
After finalizing the injection well system design and siting, CONSULTANT will prepare and
submit to the FDEP a comprehensive application package to obtain a construction and testing
permit for up to 3 injection wells and 1 dual zone monitoring well. The application package will
include support documents such as a detailed well inventory of all producing wells, injection
wells, dry holes, surface water bodies, quarries, water wells within the area of influence of the
proposed well, a tabulation of all wells that penetrate the proposed injection or monitoring zones,
regional geologic cross sections detailing the hydrology and hydrologic structures of the local
area, determination of the base of the Underground Sources of Drinking Water, pertinent
engineering drawings, proposed injection, monitoring, and operation procedure, proposed testing
program during the construction process, etc. CONSULTANT will proactively work with the
FDEP staff to minimize processing times and facilitate smooth transition into the construction
phase of the project.
306 — General Contractor Bid Services
CONSULTANT will work with the procurement team to facilitate the bidding or procurement
process, attend meetings with prospective contractors, answer questions on the Technical
Specifications, evaluate contractor bids, and provide recommendations on award related to the
injection well. DIW-related construction may occur outside the anticipated CMAR firm.
307 — Construction Oversight Services
For this task, the CONSULTANT assumes that the County will install 2 injection wells and I dual
zone monitoring well and the fee provided in the budget spreadsheet is based on this assumption.
CONSULTANT will provide comprehensive management during the construction of the injection
and dual zone monitoring wells. CONSULTANT will provide a qualified Senior Field Supervisor
who will be on call 24 hours a day / 7 days a week and has in-depth knowledge of local geology
and experienced in trouble shooting and solving drilling related issues which often slows down the
project progress if not resolved in a timely manner. The Senior Field Supervisor will ensure that
appropriate team members are providing the necessary review of performance and adherence to
the schedule and that quality control procedures are followed. Submittals from the Contractors
will be promptly reviewed to assure compliance with specifications. Throughout drilling,
CONSULTANT will have a qualified Geologist onsite to observe the drilling and testing
operations. CONSULTANT construction management team will coordinate tests and maintain
communications with the appropriate regulatory personnel to assure compliance with applicable
regulatory standards and with the construction specifications. The Senior Field Supervisor will
closely monitor field activities and will be present onsite during critical testing and logging that
require field decisions. The on -site Geologist is responsible for identifying the lithology of the
formations being penetrated, monitoring well flowing conditions if artesian units are penetrated,
evaluate various testing efforts on the formation integrity and productivity during construction,
reporting on daily and weekly progress, and verifying driller activities, and quantities of materials
used. Geologic information will be collected and analyzed during the drilling program to identify
subsurface conditions and evaluate how existing conditions match those assumed during the
design and permitting program.
308 — Construction Completion Report
Upon completion of well construction, CONSULTANT will prepare a Construction Completion
Report, which will include detailed analysis and description of hydrogeologic information
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collected and analyzed during the drilling operations, the lithology of the formations penetrated,
well flowing conditions, drill stem water quality, daily driller activities, quantities of materials
used, results from various testing efforts on the formation and well integrity and productivity
during construction. The equipment specifications, drawings, and maintenance data provided by
the manufacturer of each piece of equipment will also be incorporated into the document.
CONSULTANT will coordinate with COUNTY's designated plant operators and assist in putting
the well into operation and developing effective operating protocols.
309 — Injection Well Above -Ground Design, Permitting, and Engineering Services During Construction
309.1 — Design Services and Bidding Services. CONSULTANT will make necessary revisions to
the original above -ground piping, mechanical, electrical, and I&C plans and specifications for the
NEUF to accommodate the new Injection Well design, interim treatment facilities, and other
desired features. CONSULTANT will facilitate a workshop with appropriate COUNTY staff to
develop the planned modifications, from which a 90% plan set will be developed for COUNTY
review and comment. COUNTY comments will be incorporated, and a 100% final set of plans and
specifications will be produced. CONSULTANT will produce draft and final FDEP permit
applications and assist COUNTY in responses to any FDEP RFIs.
Consultant shall assist County in providing clarification and prepare addenda as needed for
questions that may arise during the bidding process. Carollo will provide the following assistance
to the County during the period between advertisement and receipt of bids:
• Consultant will attend the pre -bid meeting (up to two (2) hours in length) at the County
facilities. The Consultant assumes the County will arrange, schedule, and direct the pre -
bid meeting, and prepare the final meeting minutes. The Consultant will provide
comments on the draft meeting minutes and/ornotes.
• Interpretation of intent of plans and specifications, and providing clarifications to
bidders.
• Assist the County with preparation of addenda to plans and specifications during
bid period. The County will prepare the final addenda and issue through the
County's procurement system. For budget purposes, it is assumed that up to four
(4) addendums to the Contract Documents will be issued during bidding period.
• Assist the County with evaluating bid results. The County will prepare the initial
bid tabulation summarizing the bids received for Consultant's review. It assumed
County will prepare the final bid tabulation summary.
• The Consultant will review the qualifications and references for the apparent low
bidder and issue a bid award recommendation letter to the County.
This task assumes the County will provide PDF drawing and specification sets to interested
bidders through the County's procurement system and Consultant will not be responsible for
producing any hard copy bid sets.
309.2 — Construction Progress Meetings. CONSULTANT (single representative) will attend
monthly CMAR progress meetings and will perform site walks to review the progress of the work.
For the basis of this task, eight (8) hours per month is anticipated for the six (6) month
construction duration for the Injection Well Above -Ground Design. CONSULTANT discipline
engineers will also attend this meeting occasionally. For the basis of this task with regard to
discipline engineers, three (3) hours per month is anticipated for the six (6) month construction
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duration.
309.3 — Requests for Information. CONSULTANT shall render interpretation and clarification
responses necessary for the proper execution of progress of work. CONSULTANT shall render all
interpretations or decisions in good faith and in accordance with the requirements and intent of the
Contract Documents. CONSULTANT shall submit all responses to the COUNTY'S Resident
Project Representative. Requests for Information (RFI's) received from the General Contractor
will be logged by the RPR and provided to CONSULTANT. Budget for this task assumes up to
thirty (10) RFI's. If these quantity values are significantly exceeded, the CONSULTANT reserves
the right to negotiate a contract Change Order with the COUNTY
309.4 — Submittal Reviews. It assumed that the CMAR will electronically distribute all submittals
(shop drawings, samples, test results, O&M information, and other data) to CONSULTANT, and
CONSULTANT will distribute submittals to their subconsultant(s) as required. CONSULTANT'S
budget is based on 30 submittals and it is assumed there will be two (2) review cycles for all
submittals. Should there be additional submittals or should the review process extend to more than
two (2) review cycles, the CONSULTANT reserves the right to negotiate a contract Change Order
with the COUNTY.
CONSULTANT'S review shall be for conformance with the design concept and compliance with
the information given in the contract documents. Such review or other action shall not extend to
means, methods, sequences, techniques, procedures of construction selected by the CMAR, or to
safety precautions and programs associated thereto. CONSULTANT will receive and review (for
general contents as required by the contract documents) maintenance and operating schedules and
instructions, operation and maintenance manuals, guarantees, and certificates of inspection which
are to be assembled by the CMAR in accordance with the contract documents.
Submittals will be logged by the CONSULTANT and distributed to the COUNTY and
CONSULTANT'S subconsultant for comments. The CONSULTANT will maintain a submittal
log showing dates of submittal, transmittal action to other parties, dates of return, and review
action. CONSULTANT will promptly, and in accordance with Project schedule requirements,
review and approve, reject or take other appropriate action on the General Contractor's request for
substitutions. CONSULTANT will not approve any proposed substitution for "Or Equal" items
unless such substitution conforms to the design concept and the contract documents including the
contract price.
309.5 —Change Order Requests and Work Directives. CONSULTANT will review, changer order
requests and work directives, whether initiated by the COUNTY or the CMAR. The
CONSULTANT will initiate Change Order Requests only after review and acceptance by the
COUNTY. CONSULTANT'S review and analysis of Change Order Requests will include scope
and pricing information submitted by the CMAR as part of the request, and will include field
review and discussions with the CMAR and COUNTY regarding the request. Special design
services required for a General Contractor or COUNTY requested change orders are not included.
Such special design services include design analysis, design, and preparation of plans, details, and
specifications. Should special design services be requested by the COUNTY, the CONSULTANT
reserves the right to negotiate a contract Change Order with the COUNTY.
The CONSULTANT will process Change Orders for the project. These services will include, but
not be limited to:
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• Development of the Change Order documents to include the background, justification, and
cost analysis of the Change Orders.
• Negotiation of the Change Orders with the General Contractor
• Preparation of the Change Orders for the COUNTY' S execution
• Assist with Executive Summary preparation
• Other support services as required
309.6 —Review Pay Requests. The COUNTY'S Resident Inspector and CONSULTANT, on a
monthly basis, will estimate the compensation due the CMAR by the COUNTY. This estimate
will constitute a representation based on such observations and the data comprising the application
for payment, that the work has progressed to the level indicated. The CONSULTANT'S review
will include a numerical and mathematical check of quantities, values, percentages of the
completed work, schedule, and if applicable, schedule recovery plan.
309.7 —Substantial and Final Completion Inspections. In preparation for substantial completion,
the CONSULTANT will perform two (2) site inspections to ensure overall conformance with the
Contract Documents. CONSULTANT will review the completed work and prepare a punch list of
items to be completed or corrected. After the CMAR notifies the COUNTY and CONSULTANT
that the project is ready for final inspection CONSULTANT will perform one (1) site inspection to
confirm the completion of the punch list items and certify the project is complete.
309.8 - Startup Assistance. CONSULTANT shall assist with system start-up and performance
testing of the project. The following is included:
• Attend two (2) sequencing and startup meetings to enhance coordination and
scheduling
• Assist with monitoring system performance and provide recommendations and
comments regarding the results of startup
This task assumes that the CMAR will coordinate and conduct start-up training and performance
testing with the COUNTY staff.
309.9 - Record Drawings. Record drawings will be prepared by the CONSULTANT, for new
facilities, to the level of competency and standard of care presently maintained by other practicing
Professional Engineers performing the same or similar type work. CONSULTANT will prepare all
Record Drawings showing the changes made during the construction process AND ONLY to the
extent as shown on the CMAR's as -built red -lined drawing set. CONSULTANT will submit three
(3) full-size copies of the Project Record Drawings (on bond), one (1) full-size copy of the Record
Drawings (on Mylar), and one (1) electronic copy of the Record Drawings in PDF format.
CONSULTANT will also provide the final CAD drawing files in AutoCAD format (version as
required by the COUNTY).
309.10 - Operations and Maintenance Manual. CONSULTANT will prepare an Operations and
Maintenance (O&M) Manual for the injection wells. CONSULTANT will provide draft copies of
the O&M Manual for review and comment by the COUNTY. The CONSULTANT will
incorporate all comments received from the COUNTY into the final O&M manual and provide
three (3) hard copies and one (1) electronic copy in PDF format.
310 — Team Meetings and Workshops
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CONSULTANT will participate in up to 10 project team planning and regulatory agency meetings
and workshops pertaining to this task.
TASK 400 — SITE DEVELOPMENT
401 — GENERAL CONSULTATION
CONSULTANT anticipates regular meetings to coordinate with COUNTY and team consultants
throughout the project. This scope assumes the meetings will be held in Naples throughout the planning,
design, and permitting phases of the project. This includes an initial kick-off meeting to outline project
goals, tasks, and timeline.
As directed by COUNTY, CONSULTANT can provide colored renderings and illustrative plans, which
may include illustrative site plan, photo realistic perspective view, elevations, example photos or
diagrams.
402 — COLLIER COUNTY SITE DEVELOPMENT PLAN PERMITTING
CONSULTANT will meet with the COUNTY, architect, and other design team consultants to review the
site plan to confirm the building configurations and discuss drainage, utilities, parking, landscaping,
buffers, and access. It is anticipated that this meeting may result in minor site plan revisions to the
previously prepared 90% construction plans. CONSULTANT will participate in a site development plan
(SDP) pre -application meeting with Collier County Growth Management Department (GMD) and
document the parameters defined during the meeting for proceeding with the SDP application.
CONSULTANT will prepare, submit, and process the SDP application through GMD. This will include
meetings and correspondence with GMD staff and the COUNTY for development and refinement of the
plan to meet Collier County's Land Development Code requirements for permitting. Submittal items will
include plans and supporting documentation for paving, grading, drainage, stormwater management, and
utilities. CONSULTANT will review GMD comments from the initial application submittal, as
applicable, and will prepare responses on behalf of COUNTY.
CONSULTANT will provide code minimum landscape and irrigation plans. Should COUNTY request
enhanced landscape plans, those can be provided with an adjustment to this scope and fee.
CONSULTANT will prepare a transportation methodology statement and coordinate the methodology
statement review process with Collier County staff to develop traffic study parameters for the project
traffic impact study performed as task 503 below.
SDP application and review fees will be paid by COUNTY via interdepartmental transfer.
402.1— Early Out Landscape Package
CONSULTANT will prepare standalone landscape and irrigation plans with the intent of installing plant
material which is smaller and less expensive than the plant material required by the Collier County Land
Development Code. CONSULTANT will select material of an appropriate size that is anticipated to grow
to the code required size within a set timeframe as directed by COUNTY. CONSULTANT will provide
design and permitting services as needed. Prior to construction, CONSULTANT will mark property
boundary/buffer location at 500' intervals. CONSULTANT will make visits to the site at intervals
appropriate to the various stages of landscape installation as CONSULTANT deems necessary in order to
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observe the general progress and quality of the various aspects of the work. CONSULTANT will
endeavor to determine in general if such work is proceeding in accordance with the design concept and
approved landscape plans.
403 — TRAFFIC IMPACT STUDY (Minor)
The CONSULTANT will prepare a traffic impact study (minor) for the project in accordance with Collier
County traffic impact study guidelines. The traffic impact study will contain, as determined by the results
of the methodology statement (prepared under task 402 above), the following:
• A development description and a description of Institute of Transportation Engineers
(ITE) Land Use Categories.
• Trip generation including a.m. peak hour, p.m. peak hour and daily project traffic
volumes utilizing trip end rates and/or equations from the ITE Trip Generation Manual,
latest edition.
• Graphic depiction of the project's access points and area of study.
• Pass -by capture analysis.
• Project trip distribution/assignment analysis.
• Existing and projected adjacent roadway traffic volumes up to the project horizon year.
• Peak hour level of service (LOS) analysis of the existing base and proposed scenarios for
significantly impacted roadway segments utilizing information provided from the latest
Collier County adopted concurrency and Annual Update and Inventory Report (AUIR)
tables to demonstrate impacts.
• Recommendations for any site related traffic improvements.
404 — FLORIDA DEPARTMENT OF ENVIRONMENTAL PROTECTION ENVIRONMENTAL
RESOURCE PERMIT
CONSULTANT will assist COUNTY in submitting to the Florida Department of Environmental
Protection (FDEP) a modification to the existing Environmental Resource Permit (ERP) for the proposed
improvements at the project site. CONSULTANT will coordinate and conduct the prerequisite pre -
application conference with FDEP staff. CONSULTANT will prepare and submit the required drainage
calculations, drainage construction plans, and associated documents required for the submittal of the ERP
application and respond to requests for additional information (RAI) from FDEP staff. This scope
assumes the proposed improvements will be reasonably consistent with the conceptual improvements
currently being permitted as a part of the interim plant facilities. CONSULTANT will respond to up to
two (2) requests for additional information (RAI) from the FDEP delivered via a formal letter, email
correspondence, or telephone call, if necessary. Should FDEP require additional information beyond the
scope of this task, CONSULTANT will meet with COUNTY to discuss the determination and the need
for a supplemental agreement. COUNTY will pay all FDEP review and application fees.
This scope assumes that there will be no U.S. Army Corps of Engineers permitting required for this
project.
TASK 500 — PUBLIC INVOLVEMENT ASSISTANCE
501— Coordination with project team
501.1 Project review and coordination with team
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The CONSULTANT will meet initially with the CONSULTANT to strategize together
on project planning with regards to the public and affected parties. Both will coordinate
activities so that the CONSULTANT can pro -actively notify residents of activities.
501.2 Attendance to progress meetings
The CONSULTANT shall attend all progress meetings with project team.
501.3 Attendance at Coordination Meetings with County Staff/Officials
The CONSULTANT shall attend meetings with COUNTY staff for briefings to elected
officials.
501.4 Attendance to kick-off meeting
The CONSULTANT shall attend the kick-off meeting.
502 — Public Involvement Activities
502.1 Develop Public Involvement Plan (PIP)
Develop a draft Public Involvement Plan for the DIW and Site Work Phase. The plan
will detail the stakeholders that will be involved in the process, and when and how they
will be involved. The plan will be divided into three primary phases -- project purpose
and alternative identification; alternative selection; and preliminary design. Plan will
include requirements related to public communications, including potential public access
to project website, quarterly project newsletters, e-mail notifications, public forums, and
open house(s).
Prepare and submit a draft Public Involvement Plan to the COUNTY for review and
approval. Upon receipt of comments, submit a final Public Involvement Plan to the
COUNTY for distribution.
502.2 Prepare mailing list database
The CONSULTANT shall identify residents and businesses in the project area, permit
and review agencies, property owners and tenants adjacent to or within the five hundred
(500) feet of the project and other interested parties that may be designated by the Count
and prepare a mailing database of all such entities. The database will be added to and/or
updated on an as -needed basis.
502.3 Prepare email database
The CONSULTANT shall identify residents and businesses in the project area, permit
and review agencies, property owners and tenants adjacent to or within the five hundred
(500) feet of the project and other interested parties that may be designated by the County
and prepare an email database of all such entities. The database will be added to and/or
updated on an as -needed basis.
502.4 Newsletters (8)
The CONSULTANT shall prepare quarterly newsletters for distribution to elected
officials, public officials, property owners along the corridor, review committee members
and other interested parties. The newsletters will be sent by the CONSULTANT.
502.5 Assist with Project PowerPoint Presentation
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The CONSULTANT shall develop a project PowerPoint Presentation to be used for
meetings. The CONSULTANT shall assist with the PowerPoint Presentation.
502.6 Prepare and distribute Project Contact Cards
The CONSULTANT will be responsible for preparation of materials such as posters,
flyers and contact cards, as required, for upcoming construction activities, such as but not
limited to, driveway and street closures and other interruptions.
502.7 Onsite visits
The CONSULTANT shall schedule and attend onsite meetings with property
owners/tenants to discuss their concerns.
502.8 Advanced notification
The CONSULTANT shall prepare a notification letter to elected officials/ agencies,
property owners and interested parties.
502.9 Variable Message Boards/Neighborhood Signs
The CONSULTANT shall communicate and coordinate with the Contractor on
information for variable message boards and neighborhood signs.
502.10 Preparation of press release, media/media interviews
At the beginning of and throughout the project as needed, the CONSULTANT shall
provide press releases to media and assist with media interviews.
502.11 Preparation of roadwatch/construction updates
At the beginning of and throughout the project as needed, the CONSULTANT shall
provide roadwatch reports and construction updates to the COUNTY.
502.12 Preparation of materials, MOT information & maps, flyers
The CONSULTANT shall prepare maps and flyers depicting maintenance of traffic
affected the public including local detours.
503 — Public Meetings (2)
503.1 Secure meeting sites
The CONSULTANT will investigate potential meeting sites to advise the COUNTY on
their suitability. The COUNTY will pay all costs for meeting site rentals.
503.2 Postcard (2)
The CONSULTANT shall prepare a postcard (2) for distribution to elected officials,
public officials, property owners along the corridor, review committee members and
other interested parties as the invite to the public meetings. The postcards will be sent by
the CONSULTANT.
503.3 Preparation of press release
The CONSULTANT shall provide press releases to announcing the public
meeting.
503.4 Prepare advertisements (le ag 1 add
The CONSULTANT will prepare a public information meeting advertisement to be
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placed in the Naples News.
503.5 Development, preparation of meeting materials
The CONSULTANT shall prepare the necessary materials for use in public meeting
including materials such as hand-outs, scripts or agenda for presentation, graphics for
presentation (to be mounted on boards district specify), briefing and debriefing of
COUNTY staff, displays of plans and report(s) for the public display, etc.
503.6 Attendance Setup and Breakdown at Public Information Workshop
The CONSULTANT shall schedule and attend one public meeting, assisting with
meeting setup and breakdown.
503.7 Tech Memorandum
The CONSULTANT shall also prepare a summary of the public meeting that includes all
copies of all materials shown or provided at the public meeting. The summary shall also
include a listing of all written comments made during or after the meeting and responses
to those written comments in the form of a meeting summary.
504 — Coordination with stakeholders
Conduct Key Internal Stakeholder Coordination Meeting
Conduct a coordination meeting with key internal project stakeholders as determined by the
COUNTY. The purpose of the meeting will be to solicit input and direction regarding potential
inter -relationships with this Project and other COUNTY projects, goals, objectives, and visioning.
Develop and distribute agenda prior to meeting, and document discussions in a meeting notes
summary.
Deliverables: Meeting Agenda and Summary Notes
Internal Stakeholder Coordination Meeting (1)
505 — Small Group Meetings
505.1 Small Group Meetings
The CONSULTANT may be required to attend small group meeting including
stakeholders, homeowner's associations, civic and business organizations.
505.2 Small group meeting materials
The CONSULTANT may be required to prepare meeting materials.
506 — Project Website
The CONSULTANT will prepare and maintain a project web site to provide information on
project events, construction progress maps and status. The CONSULTANT will provide a page
to respond to questions and solicit email for a list of interested stakeholders in order to provide
progress and/or informational electronic mailings.
507—Public Inquiries
At the beginning of the project, the CONSULTANT shall establish a 24-hour telephone hotline and shall
maintain and record all calls throughout the project.
TASK 600 — CMAR COORDINATION
It is the COUNTY's intent to deliver the D1W and Site Work Phase using the Construction Manager at
Risk (CMAR) delivery method. The CMAR will be initially contracted to provide pre -construction
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(design) phase services, including but not necessarily limited to the following efforts:
• Develop and progressively update a detailed "open book" cost model based on current market
conditions to confirm budgets and help guide design decisions.
• Develop a construction management plan and schedule in advance of construction.
• Provide alternative system evaluation and constructability reviews.
• Develop long -lead procurement strategies and potentially initiate early procurement of long -lead
items.
• Assist in the permitting process.
• Provide procurement services for selection of key subcontractors and suppliers.
• Develop a guaranteed maximum price (GMP) for construction for COUNTY review and
consideration.
Assuming COUNTY acceptance of the GMP, the CMAR will then provide all services required of a
general contractor, including self -performance and subcontractor procurement and management, during
subsequent construction and post -construction phases of the Project.
The relationship between the CMAR and CONSULTANT is intended to be collaborative and proactive,
with both participating as advisors to the COUNTY during the design (pre -construction) phase. It is the
COUNTY's desire to incorporate a contractor's perspective and input to the Project planning and design
decisions, and to leverage the ability for early procurement and phased construction prior to full
completion of design.
The following tasks define the specific efforts to be performed and completed by the CONSULTANT
during the pre -construction (design) phase of the Project.
601 — Draft CMAR Pre -Construction Contract Development
Coordinate with the COUNTY to provide input and review of the CMAR Pre -Construction Phase
contract, with particular emphasis on CMAR scope of work activities as they relate to the specific
CONSULTANT scope and associated assumptions.
Deliverables: Written comments to draft CMAR Pre -Construction Phase Contract
602 — Cost Model and GMP Review and Validation
Coordinate with CMAR and COUNTY to provide input and information on equipment and other
major capital cost items throughout design phase. Review and validate the initial cost models
developed by CMAR. Cost validation activities will include a review and verification of direct and
indirect costs, CMAR fee and CMAR contingency; review/audit supplier and subcontractor quotes
and request supplemental quotes, as necessary; compare costs with other applicable projects; and
perform review of risk analysis model and/or cost contingencies developed by the CMAR. Indirect
costs included in the CMAR cost model will include applicable general conditions and general
requirements, bonds, insurance and sales tax.
Using the cost models and GMP(s) as the basis for the total construction cost(s), coordinate with
the COUNTY regarding additional COUNTY administrative costs, engineering fees, construction
administration and inspection fees, and (if applicable) COUNTY contingency to develop a Total
Project Cost Estimate.(TPCE).
NOTE: A parallel cost estimate will not be performed by the CONSULTANT. Any parallel cost
estimate or additional procurement and/or coordination with a third -party cost estimator for
additional cost model and GMP validation will be handled as an additional service, if desired by
the COUNTY.
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Deliverables: Written recommendation(s) to COUNTY regarding opinion of GMP(s)
acceptance
603 — Early Procurement Activities
Coordinate with CMAR and COUNTY to develop an equipment and materials procurement plan,
including identification of items to be selected and/or procured early based on "best value" or low -
bid strategies, and define the parameters associated with "best value" selection as applicable.
Those items selected for early procurement will also identify the acceptable manufacturers and
associated Bid Documents requirements.
Deliverables: Early Procurement Plan
604 — CMAR Construction Contract and Front End Documents Development
As part of the pre -construction [design] phase, coordinate with COUNTY in the development of
the CMAR Construction and/or Post -Construction Phase contract and applicable front-end
documents (Division 0 and 1). Front-end documents may be stand-alone specifications or
incorporated into the COUNTY's contract for CMAR services.
Deliverables: Draft CMAR Construction/Post-Construction Phase Contract and/or
associated Division 0 and Division 1 Front End Documents
605 — General CMAR Coordination
In addition to Task 602 and 603 efforts above, general coordination with CMAR will include, but
not necessarily be limited to:
• Soliciting input from CMAR during design development as appropriate;
• Provide input to construction management plan and schedule development;
• Evaluate alternative systems and materials proposed or suggested by CMAR;
• Respond to constructability review comments;
• Provide input to MOPO plan and schedule; and
• Attend subcontractor pre -selection meetings conducted by CMAR as appropriate.
NOTE: Should the COUNTY be unable or unwilling to accept the CMAR GMP and instead
decide to procure and deliver the Project using a traditional "Design -Bid -Build" delivery method,
subsequent modifications to the front-end documents, technical specifications, and associated
design drawings specifically applicable to the CMAR delivery method will be handled as
additional services, if desired by the COUNTY.
Additional services for bidding, including preparation of Bid Document sets, participation on a
pre -bid conference, responding to Bidder questions, preparing applicable addenda, attendance at
the Bid opening, assistance in evaluation of Bids, and participation in a pre -construction
conference with the selected General Contractor will also be handled via additional services, if
desired by the COUNTY.
COUNTY RESPONSIBILITIES
Because of the nature of this project, certain assumptions apply to this Scope of Services. To the extent
possible, these assumptions are stated within this document and are reflected in the budget. If the project
task requirements are different from the assumptions presented in this Scope of Services, or if the County
desires additional services, the resultant change in scope will serve as a basis for amending this project
assignment or initiating the development of a new project assignment as agreed to by both the County
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and Carollo.
DELIVERABLES
Because of the nature of this project, certain assumptions apply to this Scope of Services. To the extent
possible, these assumptions are stated within this document and are reflected in the budget. If the project
task requirements are different from the assumptions presented in this Scope of Services, or if the County
desires additional services, the resultant change in scope will serve as a basis for amending this project
assignment or initiating the development of a new project assignment as agreed to by both the County
and Carollo.
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EXHIBIT A7-B
Contract Amendment No. 7 to Contract #04-3673
Professional Engineering Services for the Design of the Northeast WRF and WTP
BUDGET AND PAYMENT
This project will be delivered on a Time & Materials (T&M) basis and invoiced monthly. The table
below provides a task -wise budget breakdown.
Task
Fee
Task 1— Project Mana ement T&
$99,922
Task 2 — Quality Management T&
$6,543
Task 3 — Deep Injection Well Development T&
$1,019,446
Task 4 — Site Development T&M)
$295,888
Task 5 — Public Involvement T&
$144,564
Task 6 — CMAR Coordination T&
$70,899
Total
$1,637,262
The County shall pay Carollo in accordance with the terms and conditions in contract #04-3673 and based
upon invoices submitted by Carollo for services incurred.
SCHEDULE
The table below lists anticipated duration of each task.
Task
Duration Months
Task 1— Project Management
36
Task 2 — Quality Management
36
Task 3 — Deep Injection Well (DIW) Development
24
Task 4 — Site Development
18
Task 5 — Public Involvement
36
Task 6 — CMAR Coordination
36
All aspects of this Scope of Services will be completed within 36 months after receipt of notice to
proceed.
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