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Backup Documents 07/14/2020 Item #11JORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later than Monday preceding the Board meeting. **NEW** ROUTING SLIP Complete routing lines # 1 through #2 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the exception of the Chairman's signature, draw a line through routing lines # 1 through #2, complete the checklist, and forward to the County Attorney Office. Route to Addressees (List in routing order) Office Initials Date 1. Risk Risk Management " 2. County Attorney Office County Attorney Office 7,43)7z) 4. BCC Office Board of County Commissioners 4. Minutes and Records Clerk of Court's Office 5. Procurement Services Procurement Services PRIMARY CONTACT INFORMATION Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the addressees above, may need to contact staff for additional or missing information. Name of Primary Staff Jessica Suarez/ PURCHASING Contact Information 239- 252-8407 Contact / De artment Agenda Date Item was July 14111, 2020 Agenda Item Number I Li Approved by the BCC Type of Document AMENDMENT Number of Original 1 Attached Documents Attached PO number or account N/A 04-3673 CAROLLO number if document is CAROLLO ENGINEERS, INC. to be recorded ENGINEERS, INC. INSTRUCTIONS & CHECKLIST Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is Yes N/A (Not apPropriate. Initial Applicable) 1. Does the document require the chairman's original signature STAMP OK N/A 2. Does the document need to be sent to another agency for additional signatures? If yes, N/A rovide the Contact Information(Name; Agency; Address; Phone on an attached sheet. 3. Original document has been signed/initialed for legal sufficiency. (All documents to be JS signed by the Chairman, with the exception of most letters, must be reviewed and signed by the Office of the County Attorney. 4. All handwritten strike -through and revisions have been initialed by the County Attorney's N/A Office and all other parties except the BCC Chairman and the Clerk to the Board 5. The Chairman's signature line date has been entered as the date of BCC approval of the JS document or the final negotiated contract date whichever is applicable. 6. "Sign here" tabs are placed on the appropriate pages indicating where the Chairman's JS sijznature and initials are required. 7. In most cases (some contracts are an exception), the original document and this routing slip N/A should be provided to the County Attorney Office at the time the item is input into SIRE. Some documents are time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions are nullified. Be aware of your deadlines! 8. The document was approved by the BCC on 07/14/2020 and all changes made during N . 1s not the meeting have been incorporated in the attached document. The County an option for Attorney' Office has reviewed the changes, if applicable. Q s ' 9. Initials of attorney verifying that the attached document is the version approved by the BCC, all changes directed by the BCC have been made, and the document is ready for the n option for Chairman's signature. nne. R'S�4elFiagement 01 &70 111 Ann P. Jennejohn From: Ann P. Jennejohn Sent: Monday, July 27, 2020 11:07 AM To: SuarezJessica Cc: ZimmermanSue Subject: Agreement #04-3673 Amend #7 (Carollo Engineers, Inc.) Item #11J July 14, 2020 BCC Meeting Jessica, Amendment #7, to Agreement *04-3673, w/Carollo Engineers, Inc. has been processed and is available on the Clerk's Website. I leave provided a link for you to access the contract: Attps•//app.colliercterk.com/records-search/bmr-records-search Thank you. Ann Jenne, jvAn BMR Senior Deputy Clerk Clerk to the Value Adjustment Hoard Office: 239-252-8406 Fax: 239-252-8408 (if applicable) Ann.JenneiOhn@CollierClerk-com Office of the Clerk of the Circuit Court & Comptroller of Collier County 3299 Tamiami Trail, Suite *401 Naples, FL 34112-5324 www.Coll ierCl erk.com I iJ 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 jq!-lk� 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 Page 1 of 20 Seventh Amendment to Agreement # 04-3673 Can 111 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: FPO Dated: (SEAL) eStd �td`CWmall'S Contract�e�sl?�' Fi st Witness Robert Cushing, Senior Vice President TType/print witness na eT on Second Witness Dean Milton, Vice President TType/print witness nameT it ri1 # Aaenda Date Date tearA Reed 4. BOARD OF COUNTY COMMISSIONERS COLLIER UNTY, FLORID Burt L. Saunders, Chairman CONTRACTOR: Carollo E ineers, Inc., By: Sign ture Laura Baumbercler. Vice President TType/print signature and titleT 6/25/2020 Date Ap roved t Fo d gality: Denuty. County i% Attorney � Print Name Page 2 of 20 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 NILE 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 ModeUGuaranteed 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. Page 3 of 20 Seventh Amendment to Agreement # 04-3673 An 111 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. Page 4 of 20 Seventh Amendment to Agreement # 04-3673 CAO 111 • 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 Page 5 of 20 Seventh Amendment to Agreement # 04-3673 9 111 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 Page 6 of 20 Seventh Amendment to Agreement # 04-3673 CAO i iJ 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. Page 7 of 20 Seventh Amendment to Agreement # 04-3673 0 111 305 — 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 I 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 Page 8 of 20 Seventh Amendment to Agreement # 04-3673 CAO l tJ 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 Page 9 of 20 Seventh Amendment to Agreement # 04-3673 ED iJ 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: Page 10 of 20 Seventh Amendment to Agreement # 04-3673 CAO I iJ • 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 Page 11 of 20 Seventh Amendment to Agreement # 04-3673 CAO 111 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 Page 12 of 20 Seventh Amendment to Agreement # 04-3673 e I iJ 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 Page 13 of 20 Seventh Amendment to Agreement # 04-3673 CAo 111 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 meetin 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 Page 14 of 20 Seventh Amendment to Agreement # 04-3673 CAO 111 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 a� 1 ad) The CONSULTANT will prepare a public information meeting advertisement to be Page 15 of 20 Seventh Amendment to Agreement # 04-3673 CAO I iJ 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. Deliverahles: 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 DIW and Site Work Phase using the Construction Manager at Risk (CMAR) delivery method. The CMAR will be initially contracted to provide pre -construction Page 16 of 20 Seventh Amendment to Agreement # 04-3673 CAO 111 (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. Page 17 of 20 Seventh Amendment to Agreement # 04-3673 CAo I iJ 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 Page 18 of 20 Seventh Amendment to Agreement # 04-3673 0 ! 1J 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. Page 19 of 20 Seventh Amendment to Agreement # 04-3673 ciao 11i 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 Management 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. Page 20 of 20 Seventh Amendment to Agreement # 04-3673