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Agenda 09/28/2021 Item #11A (Contract #04-3673 Amendment No. 8)09/28/2021 EXECUTIVE SUMMARY Recommendation to approve and authorize the Chair to sign an Eighth Amendment to Contract No. 04-3673 with Carollo Engineers, Inc., pertaining to the design of the Northeast County Water Reclamation Facility, in the amount of $4,819,950. OBJECTIVE: The public purpose is to provide regional wastewater treatment facilities to meet demand in the northeast region of the county and stay in compliance with regulatory requirements. This item relates to the design of those facilities by obtaining approval of an Eighth Amendment to Contract No. 04- 3673 (See Attachment 1). CONSIDERATIONS: On September 26, 2017 (Agenda Item 16.C.1), the Board approved Contract Amendment Number 5 reactivating Contract No. 04-3673 (the “Contract”), "Professional Engineering Services for Design of the Northeast Water Reclamation Facility and Water Treatment Plant," with Carollo Engineers, Inc (“Carollo”). Thereafter, staff issued Purchase Order No. 4500182517 to incrementally implement the Northeast Regional Water Reclamation Facility and the Northeast Regional Water Treatment Plant, including technology updates. Subsequent Contract Amendment Number 7 stated that “Staff will return to the Board with future amendments to complete engineering resulting in final designs for the Northeast Water Reclamation Facility and Water Treatment Plant.” The attached proposed Eighth Amendment provides for technology updates required to the 2010 Northeast Water Reclamation Facility design based on the Design Criteria Update presented to the Board on July 14, 2020 (Agenda Item 11.J), including: • Instrumentation and Controls: Due to technological advancements that have occurred since 2010, multiple design updates for technology are required. GE iFix software will be replaced with Rockwell Factory Talk Software which will optimize integration between Allen Bradley programmable logic controllers, variable frequency drives, and human-machine interfaces. • Secondary Treatment: Bio-nutrient removal (“BNR”) technology will be replaced with membrane bio-reactor (“MBR”) technology that is capable of providing Advanced Wastewater Treatment (“AWT”). MBR is a Public Utilities requirement based on achieving sustainable, reliable, and more predictable water quality/quantity for public access use. Clarifiers and filters will be replaced with membranes providing for greater space utilization. Headworks screening will be modified according to MBR requirements. • Process and Equipment: Higher-solids sludge processing options will be evaluated for more cost- effective sludge disposal. On July 28, 2021, the County received a proposal from Carollo (See Attachment 2) to make the aforementioned design changes to the Northeast County Water Reclamation Facility (“NECWRF”). The scope of work includes: design, permitting, and construction management at risk (“CMAR”) coordination. Public involvement services and sitework CMAR coordination will carry forward from Amendment Number 7. Design of the regional NECWRF will be completed in 24 months (FY 2024), ready for construction as dictated by demand (currently anticipated to be online in 2030). The resulting 4 million gallon per day (“MGD”) facility will initially augment the 1.5 MGD Northeast Service Area ("NESA") interim wastewater treatment plant currently under construction. The existing 0.75 MGD Orange Tree Wastewater Treatment Plant (“OTWWTP”) will continue to operate until the NECWRF is in service and 11.A Packet Pg. 199 09/28/2021 reliably operational (approximately 12 months after final completion) or until it is determined t hat flows from the WWTP can be adequately processed at the County's NESA facility, per the Orangetree Addendum to Integration Agreement, approved by the Board on July 13, 2021 (Agenda Item 16.C.20). The table below shows the planned progression from two package treatment plants (OT WWTP and NESA) to one phased, regional facility capable of serving the Orangetree area, the Rural Land Stewardship area, and westward to approximately Collier Boulevard. (See Attachment 3 for Presentation.) NE Facility Estimated Cost and (Timing) Facility Capacity Total NE Capacity OT WWTP (Existing) 0.75 MGD 0.75 MGD NESA Interim WWTP (2022) 1.5 MGD 2.25 MGD NECWRF Phase 1, $106M (2030) 4 MGD 6.25 MGD Decommission OT WWTP (2031) -0.75 MGD 5.5 MGD NESA Offline/Repurposed (TBD) -1.5 MGD 4 MGD NECWRF Phase 2, $68M (TBD) 4 MGD 8 MGD NECWRF Phase 3, $68M (TBD) 4 MGD 12 MGD FISCAL IMPACT: Funding in the amount of $4,819,950 is available in CWS Bond #2 Proceeds Fund (419), NE Utility Facilities Project No. 70194. The source of funding is revenue bonds, Series 2021 proceeds. GROWTH MANAGEMENT IMPACT: This project meets current Growth Management Plan standards to ensure the adequacy and availability of viable public facilities and to remain in compliance with all regulatory programs, including concurrency requirements, the Federal Department of Environmental Protection’s readiness reporting pursuant to permit conditions and all other laws and administrative codes and regulations. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. -SRT RECOMMENDATION: That the Board, Ex-officio the Governing Board of the Collier County Water- Sewer District, approve and authorize the Chair to sign the attached Eighth Amendment to Contract No. 04-3673 with Carollo Engineers, Inc., in the amount of $4,819,950. Prepared by Tom Chmelik, P.E., PMP, Public Utilities Engineering and Project Management Director ATTACHMENT(S) 1. Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (PDF) 2. Attachment 2 - Amendment 8 Proposal and Fee (PDF) 3. Attachment 3 - Presentation (PDF) 4. [Linked] 04-3673Carollo_Contract_20150204160219.514_X (PDF) 5. 04-3673 AMEND #1 - Carollo (PDF) 6. 04-3673 AMEND #2 - Carollo (PDF) 7. 04-3673 AMEND #3 - Carollo (PDF) 8. 04-3673 AMEND #4 - Carollo (PDF) 9. 04-3673 AMEND #5 - Carollo (PDF) 11.A Packet Pg. 200 09/28/2021 10. 04-3673 AMEND #6 - Carollo (PDF) 11. 04-3673 AMEND #7 - Carollo (PDF) 11.A Packet Pg. 201 09/28/2021 COLLIER COUNTY Board of County Commissioners Item Number: 11.A Doc ID: 19938 Item Summary: Recommendation to approve and authorize the Chair to sign an Eighth Amendment to Contract No. 04-3673 with Carollo Engineers, Inc., pertaining to the design of the Northeast County Water Reclamation Facility, in the amount of $4,819,950. (Tom Chmelik, Public Utilities Engineering and Project Management Division Director) Meeting Date: 09/28/2021 Prepared by: Title: Division Director - Public Utilities Eng – Public Utilities Planning and Project Management Name: Tom Chmelik 09/07/2021 11:57 AM Submitted by: Title: Division Director - Public Utilities Eng – Public Utilities Planning and Project Management Name: Tom Chmelik 09/07/2021 11:57 AM Approved By: Review: Procurement Services Ana Reynoso Level 1 Purchasing Gatekeeper Completed 09/07/2021 12:39 PM Water Steve Messner Additional Reviewer Completed 09/07/2021 1:26 PM Public Utilities Operations Support Tara Castillo Additional Reviewer Completed 09/07/2021 2:16 PM Procurement Services Sue Zimmerman Additional Reviewer Completed 09/07/2021 3:10 PM Public Utilities Operations Support AmiaMarie Curry Additional Reviewer Completed 09/07/2021 3:43 PM Procurement Services Sandra Herrera Additional Reviewer Completed 09/08/2021 3:38 PM Public Utilities Planning and Project Management Craig Pajer Additional Reviewer Completed 09/08/2021 3:46 PM Public Utilities Operations Support Jennifer Morse Additional Reviewer Completed 09/08/2021 4:14 PM Public Utilities Department Drew Cody Level 1 Division Reviewer Completed 09/09/2021 10:03 AM Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 09/16/2021 8:07 AM County Attorney's Office Scott Teach Level 2 Attorney Review Completed 09/16/2021 1:48 PM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 09/17/2021 8:37 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 09/17/2021 9:34 AM Growth Management Operations Support Christopher Johnson Additional Reviewer Completed 09/17/2021 9:57 AM County Manager's Office Amy Patterson Level 4 County Manager Review Completed 09/21/2021 11:08 AM Board of County Commissioners Geoffrey Willig Meeting Pending 09/28/2021 9:00 AM 11.A Packet Pg. 202 11.A.a Packet Pg. 203 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 204 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 205 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 206 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 207 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 208 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 209 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 210 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 211 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 212 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 213 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 214 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 215 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 216 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 217 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 218 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 219 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 220 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 221 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 222 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.a Packet Pg. 223 Attachment: Attachment 1 - 8th Amendment to Collier Contract #04-3673_Carollo Signed (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 1 of 18  July 28, 2021  Tom Chmelik  Collier County Public Utilities Division  Planning & Project Management  3301 Tamiami Trail  East Building H  Naples, FL 34112  Subject: Amendment #8 to Contract #04‐3673 Professional Engineering Services for the Design of the Northeast  WRF and WTP  Dear Mr. Chmelik:  Carollo Engineers is pleased to provide this proposal for Contract Amendment No. 8 to contract #04‐3673  Professional Engineering Services for the Design of the Northeast WRF and WTP for the NEUF Water  Reclamation Facility Design and Permitting. Amendment background and proposed scope, schedule, and fee are  listed below.   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.   Interim wastewater facilities are currently being constructed at the site. These interim facility assets will 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 membrane bioreactor (MBR) technology.   The overall Northeast Utility Facilities program 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 (currently being delivered under Amendment 7 ‐ NEUF Deep  Injection Well Permitting and Construction and Site Design, Permitting, and Early 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 (this Scope of Work).  - WRF Construction including construction of the WRF and other associated features not previously  constructed (future).  - WTP Design and Permitting including preliminary and detailed WTP design in conjunction with CMAR  coordination and Cost Model/Guaranteed Maximum Price (GMP) development (future).  - WTP Construction including construction of the WTP and other features not previously constructed  (future).  11.A.b Packet Pg. 224 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 2 of 18  The DIW and Site Work is currently being delivered under Amendment 7 ‐ NEUF Deep Injection Well Permitting  and Construction and Site Design, Permitting, and Early Work Construction. This Scope of Services is limited to  the WRF Design and Permitting step of the Project. CONSULTANT services during this WRF Design and  Permitting project will also include the necessary project management, public involvement services, and CMAR  coordination to support this phase.  This scope of work maximizes the use of existing NEUF plans and specifications and leverages that with newer  facility designs to capture technology changes to efficiently produce a hybrid set of design documents. This  scope and budget does not accommodate extensive alternatives analysis and/or preferential changes to the  NEWRF or reference designs.   SCOPE OF SERVICES  CONSULTANT will complete the following scope for the WRF Design and Permitting project. 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 WRF Design and Permitting 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.   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 WRF Design and Permitting phase of the  Project 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.  11.A.b Packet Pg. 225 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 3 of 18   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.   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.  Develop and maintain Project logs documenting key decisions and action items throughout the Project  duration.  Deliverables: Monthly Progress Reports and Invoices; Decision Log; Action Log  103 – Project Schedule  Develop and maintain a project progress schedule during the WRF Design and Permitting phase of the  Project. 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  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.  104.1 – Project Kickoff Meeting. Conduct a project kickoff meeting approximately two (2) weeks  following receipt of written NTP from the COUNTY, 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; and  coordinate the schedule of bi‐weekly project meetings.  104.2 – Monthly 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.  11.A.b Packet Pg. 226 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 4 of 18  Deliverables: Meeting Agenda and Summary Notes  105 – Subconsultant Management  Prepare and coordinate necessary subconsultant agreements required for the WRF Design and  Permitting phase of the Project and manage the subconsultants throughout the WRF Design and  Permitting phase of the Project.  106 – BoCC Meetings / Presentations  Prepare relevant materials (i.e., presentation slides, renderings, etc.) regarding WRF Design and  Permitting phase of the Project development for presentation and discussion with BoCC and/or other  COUNTY management representatives.  Deliverables: Presentation Materials  TASK 200 – PRELIMINARY DESIGN UPDATE  CONSULTANT will evaluate and develop the necessary proposed facilities, utilities, and on‐site infrastructure to  accommodate the design and construction phases of the WRF project. Provisions will include preliminary sizing,  layouts, connections, corridors, and other general requirements, and will be incorporated into design criteria,  technical memoranda, preliminary layouts, and other preliminary design elements as appropriate and as defined  herein. The overall focus of this phase is to further develop the applicable design criteria for subsequent detailed  design.   NOTE: All draft technical memoranda (TMs) developed as part of TASK 200 Series, as identified herein, will be  finalized as part of the Preliminary Design Report (PDR).  201 – Wastewater Flows and Loads Update  CONSULTANT will review and characterize the influent wastewater design flows and loadings to establish  the design capacities and loadings.  201.1 – Compile and Review Flow Projections. Coordinate with COUNTY to compile, tabulate, and review  flow projections tributary to the NEWRF to establish the annual average day design flow (AADF)  capacities for the NEWRF over a 10‐year horizon.  201.2 – Establish Design Flows and Peaking Factors. Develop applicable peaking factors for maximum  month average day flow (MMADF), peak day flow (PDF), peak hour flow (PHF) and instantaneous peak  flow for use in subsequent process and hydraulic modeling efforts.  201.3 – Establish Design Water Quality Concentrations and Loadings. Based on the compiled existing  water quality data per the previous task, establish the design influent wastewater concentrations based  on a domestic‐equivalent characterization. Using this information and design flows and peaking factors,  establish the applicable design loadings for the NEWRF.  202 – Process Calculations and Mass Balances Update  CONSULTANT will perform process modeling to simulate anticipated performance to meet the design  flows and loadings, reclaimed water limits and performance targets, and summarize anticipated mass  balances.  11.A.b Packet Pg. 227 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 5 of 18  202.1 – Perform Process Modeling. Develop a plant‐wide process simulation model to validate proposed  treatment trains. Utilize desk‐top model to determine basin sizing and dimensions, establish the internal  recycle rates (such as RAS, WAS, MLR, septage, filter backwash, centrate/filtrate returns, etc.), and other  process design criteria, including requirements for process air, mixing energy, chemicals and other  process design and related information. Refine the treatment system alternatives through mass balance  and process simulations. Process model simulations will include anticipated start‐up and design capacity  conditions and will be based on the design wastewater flows and loadings. Wastewater process modeling  will be conducted with in‐house tools and/or BioWin.  202.2 – Develop Mass Balances. Develop mass balances for BOD, NH3‐N, TN, TP, TSS and VSS throughout  the proposed liquids and solids processes for the NEWRF, in conjunction with the process modeling  efforts. 203 – Liquid Stream Treatment Process Update  CONSULTANT will describe the liquid stream process train layouts and design criteria.  203.1 – Unit Process Overview. Develop/refine process flow diagrams for the liquids stream. Liquid  stream processes for near‐term and potential future application to be evaluated will include:  Preliminary Treatment:  –Influent Screening (Coarse and Fine).  –Grit Removal.  –Screenings and Grit Handling.  Secondary Treatment:  –Flow Splitting.  –Biological Nutrient Removal.  –Mixed Liquor Return Pumping.  –Process Aeration (to include consideration of Turbo Blowers).  –RAS Pumping.  –Supplemental Carbon Addition.  Tertiary Treatment:  –Membrane Bioreactor.  –Disinfection.  –Reclaimed Water Storage and Pumping.  –Reject Water Storage and Pumping.  203.2 – Refine Liquid Stream Site Layout. Review and develop a site layout of treatment processes. Site  layout for liquid stream components will identify the existing facilities at the site; unit processes;  anticipated increments for plant expansions; setback requirements on all sides of property; and general  flow stream layout and unit process locations. NOTE: Detailed arrangement of equipment to be located  within various buildings and facilities will be completed under subsequent tasks.  203.3 – Perform Preliminary Hydraulic Modeling. Based on site layout of selected unit processes, develop  a plant‐wide hydraulic model, and perform model runs to develop a preliminary hydraulic profile that will  show key elevations of proposed hydraulic structures, as well as the average daily and peak hour design  flow hydraulic gradients for the treatment train.  11.A.b Packet Pg. 228 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 6 of 18  203.4 – Conduct Liquid Stream Process Workshop. Facilitate a workshop (physical or virtual) to review  liquids unit processes, preliminary process flow schematics, mass balances, hydraulic profile, and  associated site layouts.  203.5 – Update Design Criteria. Review and update applicable design criteria for the treatment process  and layout.  203.6 – Perform Process Peer Review. Perform an internal technical peer review of the liquid stream  treatment process.  204 – Solids Management Strategies Update  CONSULTANT will coordinate with COUNTY to review near‐term and long‐term solids management  strategies and update applicable design criteria.  204.1 – Confirm Solids Handling and Disposal Strategies. Evaluate and document overall near‐term and  long‐term strategies for solids handling at the NEWRF site.   204.2 – Review Dewatering Criteria. Evaluate on‐site and off‐site traffic and routing issues associated  with single‐shift, double‐shift or continuous sludge dewatering, on‐site storage, and off‐site hauling  activities, as applicable based on proposed near‐term strategies chosen.  205 – Support Facilities and Utilities  CONSULTANT will identify the required support facilities and utilities, including general requirements and  layouts, and develop applicable design criteria.  205.1 – Administrative Facilities. Confirm and refine existing layouts and design criteria.  205.2 – Maintenance/Storage Facilities. Confirm and refine existing layouts and design criteria.  205.3 – Laboratory Facilities. Confirm and refine existing layouts and design criteria.  205.4 – Chemical Storage and Feed Facilities. Evaluate and summarize chemical storage and feed facilities  requirements and develop applicable preliminary layout(s) and design criteria, including type and  locations of systems; sizing and general design criteria of systems; strategies for loading, storage,  containment and feeding of chemicals; chemical compatibilities with materials of construction; and  safety and security considerations.  205.5 – Plant Drain System. Evaluate and summarize plant drainage system requirements and develop  applicable preliminary layout(s) and design criteria.  205.6 – Storm Water Management and Retention. Evaluate and summarize storm water management  and on‐site retention requirements and confirm and refine existing layouts and design criteria.  205.7 – Potable Water. Confirm and refine plant potable water system requirements and layouts and  design criteria.  205.8 – Non‐Potable Water. Confirm and refine non‐potable water system requirements and layouts and  design criteria.  205.9 – Compressed and Instrument Air. Confirm and refine plant compressed and instrument air system  requirements and layouts and design criteria.  11.A.b Packet Pg. 229 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 7 of 18  205.10 – Support Facilities and Utilities Review Workshop. Facilitate a workshop (physical or virtual) with  COUNTY to review the support facilities and utilities.   206 – Electrical/Instrumentation and Controls System Strategies   CONSULTANT will assess and summarize preliminary site electrical/instrumentation and controls (EI&C)  system strategies and general requirements for the final design phase.  206.1 – Power Needs Assessment. Perform a preliminary power needs assessment for the NEWRF,  including incoming dual power feed requirements; and standby power generation requirements  (including design outage criteria and plant loads during design outage). Assessment will include: a  preliminary estimation of power loads [preliminary load list] and ultimate buildout required throughout  the various site facilities including the water treatment plant, on‐site and off‐site raw water wells, DIWs,  etc.; design of strategies for the distribution of power and duct banks from utility source to major  process elements and buildings; development of localized power centers including feeders and  transformers; dual power feeds and standby generation; level of redundancy required at power centers  and individual feeds; plant power monitoring; and power logic.   206.2 – Coordination with FPL. Coordinate with Florida Power and Light (FPL) regarding available power  to the NEWRF site. Coordination will include feeders, switching and sectionalizing gear requirements;  anticipated downtime frequencies and durations; and standby protection. Estimated construction costs  for additional feeders and corresponding equipment, as well as anticipated power rate impacts, will also  be discussed with FPL. Efforts will include development and submittal of a letter to FPL outlining  estimated power requirements at the NEUF, and a list of information needs from FPL. CONSULTANT will  attend up to three (3) coordination meetings with FPL representatives to review estimated power needs  and supplemental information needs. Results from meetings and written correspondence from FPL will  be summarized in letter form and provided to COUNTY. CONSULTANT will also request a preliminary  service design from FPL in a timely manner for use in developing the plant detailed electrical design.  206.3 – Plant Control System Architecture. Coordinate with COUNTY to develop preliminary platform(s)  and plant control system architecture diagram(s) in accordance with COUNTY standards and  specifications. Architecture will identify basic requirements for integration with county‐wide supervisory  control and data acquisition (SCADA) telemetry system and fiber optic system.  206.4 – Control and Monitoring Strategies. Coordinate with COUNTY to develop preliminary control and  monitoring strategies for defining local manual/automatic and remote manual/automatic monitoring and  process control requirements, in accordance with COUNTY standards. Strategies will include safety  features, interlocks, control panel locations, and integration with control system architecture and SCADA  telemetry system requirements.  206.5 – Site Communications. Coordinate with COUNTY to identify and develop general site  communication system requirements, including telephones, paging and intercom, fire alarm and security,  closed‐circuit television (CCTV), and local area networking.  206.6 – EI&C Review Workshop. Facilitate a workshop (physical or virtual) with COUNTY to review the  preliminary EI&C strategies for the NEWRF site.   11.A.b Packet Pg. 230 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 8 of 18  207 – Site Aesthetic Concepts  CONSULTANT will review and update site aesthetic concepts and general requirements and update  applicable design criteria.  207.1 – Odor Control. Develop and summarize plant‐wide odor mitigation strategies in a preliminary odor  control plan for the NEWRF site. Plan will include the identification of anticipated odor sources; use and  type of basin covers and enclosures; strategies for flow free fall over weirs and walls; type, number and  location of odor control systems; sizing and design criteria of odor control systems; potential type and  location of odor control ductwork; and fence line odor and wind gauge monitoring capabilities. Odor  threshold and visibility impacts will be incorporated into the odor control plan. Applicable preliminary  design criteria for proposed odor control system will be developed.  207.2 – Noise Abatement. Develop and summarize plant‐wide noise mitigation strategies in a preliminary  noise abatement plan for the NEWRF site. Plan will include the identification of anticipated noise  sources; and use, type, number, and location of noise abatement systems. Noise threshold and visibility  impacts will be incorporated into the noise abatement plan. Applicable preliminary design criteria for  proposed noise abatement system(s) will be developed.  207.3 – Building Architecture. Confirm and refine architectural design concepts.  207.4 – Site Screening. Confirm and refine site screening alternatives if desired by COUNTY.   207.5 – Landscape Architecture. Confirm and refine code‐required landscaping the landscaping plan for  the NEWRF site.   207.6 – Traffic Routing. Confirm and refine traffic routing plans for the NEWRF site.   207.7 – Site Lighting. Confirm and refine site lighting strategies for the NEWRF site.  207.8 – Site Aesthetics Review Workshop. Facilitate a workshop (physical or virtual) with COUNTY to  review preliminary site aesthetic‐related strategies for the NEWRF site.   208 – Site Security  CONSULTANT will coordinate with the COUNTY Security Team to identify and evaluate preliminary site  security strategies and general requirements and develop applicable design criteria.  209 – Codes and Standards Review   CONSULTANT will conduct a preliminary codes and site development standards review with applicable  COUNTY Department representatives and summarize key applicable codes and standards. Develop a  plant‐wide classification summary depicting the building, mechanical, plumbing, fire, ventilation,  electrical and other applicable codes for subsequent design efforts. These codes and standards can affect  setbacks, vehicle and pedestrian circulation, landscaping, fencing, signage, electrical and space  classifications, exterior lighting, and overall structure and building architectural design.  209.1 – Summarize Applicable Codes and Standards. Review and summarize key codes and standards as  they apply to the subsequent site development detailed design efforts.   209.2 – Conduct Code Analysis Review Meeting. Conduct one code analysis review meeting (physical or  virtual) with representatives from the applicable COUNTY Departments to review and reach consensus  11.A.b Packet Pg. 231 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 9 of 18  on the applicable codes, standards, design calculation requirements, and design criteria to be followed  during detailed design.  210 – Preliminary Design Report (PDR) Update  CONSULTANT will update the Preliminary Design Report (PDR) based on results of previous tasks.  210.1 – Draft PDR Update Preparation and Production. Develop a draft Preliminary Design Report (PDR)  Update that includes the following elements.  a. Executive summary that identifies the wastewater flow and loading characteristics, anticipated  reclaimed water quality limits and performance targets, and other process design criteria.  b. Process flow diagrams and schematics for the recommended liquids and solids treatment  processes, including preliminary hydraulic profile and mass balances.   c. Overall site layout depicting the liquids and solids treatment processes, supporting facilities,  and required setbacks.   d. All layouts, schematics, and diagrams will be in 11‐inch by 17‐inch format suitable for inclusion  into a bound report.   e. Compilation of the design criteria for the recommended unit treatment processes and  supporting facilities, compiled from the preliminary criteria developed under previous tasks.  Criteria will include both Phase 1 and ultimate requirements. Also included will be a summary  of design flows and loadings, anticipated reclaimed water permit limits, site/environmental  conditions, and anticipated code requirements. Criteria shall be in tabular format suitable for  inclusion into a bound report.   f. Estimated annual operation and maintenance (O&M) costs. O&M costs will be estimated for  both initial and build‐out design capacity conditions. Estimated annual costs will include power,  chemicals, and labor (staffing) associated with the O&M of the proposed systems and facilities.  Power costs will be based on the anticipated usage at the design conditions, and labor costs will  be based on the average estimated O&M requirements. Costs will be in tabular format suitable  for inclusion into a bound report.  g. Preliminary project schedule for design, permitting, early procurement strategies, construction,  start‐up and commissioning based on project delivery method and equipment selection  alternative selected.  h. Incorporation of COUNTY comments on draft TMs prepared under previous tasks, to finalize  accordingly, and include as appendices to PDR document.  i. Conduct physical or virtual PDR Update Review Meeting.  210.2 – Engineer’s Opinion of Probable Construction Cost (EOPCC). CONSULTANT will prepare a  preliminary opinion of probable construction cost. Costs will be in tabular format suitable for inclusion  into a bound report. The cost estimate will be a Class 3 estimate based on the American Association for  Cost Engineers (AACE). Class 3 estimates are used for budgetary level evaluations and the accuracy of the  estimate can range from minus 15% to plus 30%.  Note that CMAR will develop and maintain a cost model during detailed design and throughout  construction. CONSULTANT will assist with CMAR cost model development and updates as described in  Task 602.   11.A.b Packet Pg. 232 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 10 of 18  210.3 – Final PDR Update Production. Upon receipt of written comments, incorporate COUNTY  comments on the draft PDR Update and finalize report accordingly.  Deliverables: Draft and Final PDR Update  TASK 300 – DETAILED DESIGN UPDATE  CONSULTANT will reuse existing NEWRF design combined with designs from other similar facility designs to  produce construction contract documents for the Project that will be used by the CMAR to prepare the  construction cost model and corresponding guaranteed maximum price (GMP), project schedule, equipment and  subcontractor procurement, and for permitting through regulatory agencies.  In addition to assignment of tag numbers for new equipment and instrumentation associated with the new  NEWRF treatment train and supporting facilities, the existing NESA equipment and instrumentation will be “re‐ tagged” for consistency, along with updated overall control system block diagram.  301 – Site Investigations  301.1 – Geotechnical Investigation. CONSULTANT will coordinate a geotechnical investigation of the  NEWRF site to include the drilling and sampling of test borings to determine subsoil conditions and  provide samples for laboratory testing. CONSULTANT will submit draft Geotechnical Investigation Report  to COUNTY and CMAR for review. CONSULTANT will further coordinate and consult with the geotechnical  subconsultant and the CMAR during detailed design.  The CMAR shall review the Geotechnical Investigation Report and supporting data and coordinate any  additional investigations that they may determine to be necessary. Costs to perform any additional  geotechnical investigation(s) shall be borne directly by the CMAR and not CONSULTANT.  Deliverables: Draft and Final Geotechnical Investigation Report  301.2 – Topographical and Facilities Site Survey. CONSULTANT will coordinate a survey of site  topographical and key existing facilities features to document the current conditions and surface features  of the area proposed for the new and modified facilities. Site survey will also include identification of  staked geotechnical borings and horizontal grid development for design of new facilities and site/civil  improvements.   Deliverables: Draft and Final Site Topographical Maps   301.3 – Environmental Investigation. Environmental investigations are not anticipated.  302 – Membrane System Supplier (MSS) Procurement  The Membrane System Supplier (MSS) Procurement will be a multiple step process that will include the  following efforts:  1. Finalize the shortlist of prospective MSS proposers with recommendation documented in a Technical  Memorandum.   2. Develop process criteria and minimum qualifications for the prospective MSSs and determine  selection criteria (low bid and/or best value selection).  3. Develop technical specifications and drawings for the procurement documents for use by the CMAR.   11.A.b Packet Pg. 233 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 11 of 18  4. Coordinate with the CMAR so they can issue the procurement documents for bidding and evaluation  by COUNTY.  5. Review the proposals and recommend an MSS to supply the MBR equipment for the Project.  6. Review preliminary shop drawings from the MSS to ensure that the design intent is realized and  coordinate design elements and requirements with the CMAR.  302.1 – Refine Process Criteria for MBR Procurement Documents. Continue to refine the criteria for the  MBR procurement documents based on input from COUNTY and the CMAR. Evaluate MBR process  performance at other installations that can be applied to the NEWRF. These criteria will assist in  evaluating MBR equipment and the MSS selection.  302.2 – Develop Draft MSS Procurement Documents. Assist in the preparation of the draft MBR  procurement documents, including: technical specifications and drawings. These documents will be  coordinated closely with COUNTY and the CMAR for schedule adherence.     302.3 – Request for Proposals. CONSULTANT will assist COUNTY in the preparation of the Request for  Proposal (RFP) for the MSS. These documents will include the requirements for the evaluation and  selection of the MSS and will include close coordination with both the COUNTY and the CMAR.   302.4 – Final MSS Selection/Meeting with COUNTY and CMAR. Assist the COUNTY in the final selection of  the MSS. This effort will include meetings to evaluate costs (capital and O&M), constructability,  equipment warranties, and other requested items.   302.5 ‐ Coordination with the Membrane System Supplier (MSS). Coordinate with the MSS supplier to  finalize the scope of supply and equipment requirements and refine the design drawings/technical  specifications at each stage of the Project.  302.6 ‐ Shop Drawing Submittal Review. Review the preliminary shop drawing submittals and other  information provided by the selected MSS. It is anticipated that two rounds of submittal reviews will be  required and will included mechanical, structural, electrical, and instrumentation coordination. This will  also include coordination meetings with the MSS and the CMAR.   302.7 ‐ Meetings and Quality Control. Hold workshops and meetings with COUNTY operating staff,  selected MSS, and CMAR. Meetings on the following topics are anticipated:  1. Process criteria development.  2. Control system architecture.  3. Draft MBR procurement documents.  4. RFQ/ITB review.  5. Proposal evaluation review.  6. Shop drawings review.  7. Coordination with the MSS.  11.A.b Packet Pg. 234 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 12 of 18  8. Coordination for the assignment of the MSS supplier contract to the CMAR.  9. Negotiations between the COUNTY, MSS, and the CMAR.  Deliverables: MSS Procurement documents; draft and final RFP; draft and final MSS scope of supply;  MSS submittals review comments   303 – 30% Design Submittal  The 30% design submittal is intended to expand the preliminary design concepts and strategies to  support collaborative design development with COUNTY and CMAR.  Deliverables: Two (2) Half‐Size Sets, One (1) Full‐Size Set, and Electronic Version in PDF Format of  Review Drawings, Technical Specifications and Typical Details (lists only) for COUNTY and CMAR  304 – 60% Design Submittal  The 60% review submittal will include applicable updates from the 30% review submittal, including the  incorporation of applicable 30% submittal review comments provided by COUNTY and CMAR. Provide a  30% design submittal comments log with the 60% review submittal.   Deliverables: Two (2) Half‐Size Sets, One (1) Full‐Size Set, and Electronic Version in PDF format of  Review Drawings, Technical Specifications and Typical Details for COUNTY and CMAR  305 – Approximate 90% Design Submittal for the CMAR Review and Pricing  The 90% submittal will include applicable updates from the 60% review submittal, including the  incorporation of applicable review comments provided by COUNTY and the CMAR, plus the incorporation  of typical details from book form into the drawing set. The work effort for this item will include close  coordination with the CMAR to provide design information needed to assist in the continued  development of the GMP. This design package will be used by the CMAR to determine his final  guaranteed maximum price (GMP), should the COUNTY agree to this design milestone for that  determination.  Deliverables: Two (2) Half‐Size Sets, One (1) Full‐Size Set, and Electronic Version in PDF format of  Review Drawings, Technical Specifications and Typical Details for COUNTY and CMAR  306 – Final (100%) Contract Documents  The 100% (final) Contract Documents will include applicable updates from the 90% review submittal, any  design changes from CMAR early work packages, and applicable comments provided by COUNTY and the  CMAR, plus applicable COUNTY Department and agency review comments. Consultant will finalize,  electronically seal, and submit all design drawings and technical specifications in the appropriate format  following receipt of all review comments provided by COUNTY and other review agencies. Consultant will  provide a copy of final design submittal comments log to COUNTY with the final submittal.   Deliverables: Two (2) Half‐Size Sets, One (1) Full‐Size Set, and Electronic Version in PDF format of  Review Drawings, Technical Specifications and Typical Details for COUNTY and CMAR  11.A.b Packet Pg. 235 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 13 of 18  TASK 400 – PERMITTING ASSISTANCE  CONSULTANT will perform various permitting coordination and assistance activities throughout the Design  Phase as established in Amendment 7 and under this Amendment 8 as described below. When appropriate, pre‐ submittal meetings will be held with the agency to assist with the permitting process.  401 ‐ FDEP Construction Permit  CONSULTANT will schedule and conduct a pre‐application meeting with FDEP during the 30% design  package development. Prepare for the meeting with drawings and design criteria to assist with  understanding the Department’s permitting requirements for the project. Prepare and submit the FDEP  construction permit in coordination with COUNTY’s review and input. CONSULTANT will respond to any  comments or requests for additional information (RAIs).   Deliverables: Draft and final permit applications and associated documents  TASK 500 – PUBLIC INVOLVEMENT ASSISTANCE   Scope and budget provided through existing Amendment 7.  TASK 600 – CMAR COORDINATION  It is the COUNTY’s intent to deliver the NEWRF using the CMAR delivery method. This Amendment 8 covers the  design of the NEWRF, and the CMAR will be contracted to provide pre‐construction phase [Design Phase]  services for the NEWRF with input and coordination from the CONSULTANT. CONSULTANT will coordinate with  the CMAR on the following CMAR scope items:  1. Develop and update a detailed “open book” cost model based on current market conditions to confirm  budgets and help guide design decisions.  2. Develop a construction management plan and schedule in advance of construction with input from the  CONSULTANT.  3. Provide alternative system evaluation and constructability reviews in coordination with the CONSULTANT  and COUNTY.  4. Develop long‐lead procurement strategies and potentially initiate early procurement of long‐lead items.  5. Assist in the permitting process.  6. Provide procurement services for selection of key subcontractors and suppliers.  7. Develop construction estimates and a guaranteed maximum price (GMP) for construction for COUNTY  review and consideration.   Assuming the COUNTY’s acceptance of the GMP, the CMAR shall 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, with both participating as  advisors to the COUNTY during the pre‐construction phase [Design 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.   11.A.b Packet Pg. 236 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 14 of 18  The following tasks define the specific efforts to be performed and completed by CONSULTANT during the pre‐ construction phase [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.  Deliverables: Written Comments to Draft CMAR Pre‐Construction Phase Contract (Electronic format  only)  602 – Cost Model and GMP Review and Validation  Coordinate with the CMAR and the COUNTY to provide input and information on equipment and other  major capital cost items throughout the design phase. Review and validate the initial cost model (30%  design submittal) and subsequent cost model updates (based on 60% and 90% design submittals)  developed by the CMAR. Cost validation activities will include a review and verification of direct and  indirect costs, including CMAR fee and contingencies; 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, bonds, insurance, sales tax  and CMAR fee.  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).  Deliverables: Written Recommendation(s) to COUNTY Regarding Opinion of GMP(s) Acceptance  (Electronic format only)  603 – Early Procurement Activities  Coordinate with the 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” and/or low‐ bid strategies, and define the parameters associated with “best value” selection as applicable. Those  items and design packages selected for early procurement will also identify the acceptable  manufacturers and associated Bid Documents requirements.  Coordinate with the CMAR and COUNTY to develop multiple packages of the applicable front‐end  documents (Divisions 0 and 1), technical specifications (Divisions 2 through 17), and supporting design  drawings for early procurement of major long‐lead equipment items with the specific acceptable  manufacturers. Coordinate with the CMAR as part of the bidding process and prepare addenda. Assist  the COUNTY and the CMAR with review of the supplier proposals and bid packages and the subsequent  selection process.  It is assumed that the CMAR shall be responsible for the packaging of front‐end documents, technical  specifications, and applicable design drawings developed by the CONSULTANT; submittal of packages to  applicable manufacturers and/or vendors; coordination of vendor proposals; pre‐selection of equipment  and appurtenances (with COUNTY and CONSULTANT input); delivery of detailed design criteria and  documents of selected equipment to CONSULTANT for further use and incorporation into detailed design  11.A.b Packet Pg. 237 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 15 of 18  documents; and coordination of delivery, storage, installation, startup, and payment of procured items  accordingly.  Deliverables: Early Procurement Design Document Packages (Electronic format only)  604 – General CMAR Coordination  In addition to Tasks 602 and 603 efforts above, general coordination with CMAR during the pre‐ construction phase [Design Phase] will include, but not necessarily be limited to:  1. Coordination with COUNTY regarding development of the CMAR Construction and/or Post‐ Construction Phase contract and applicable COUNTY front‐end documents and CONSULTANT’s  Division 1 specifications.  2. Meet with and soliciting input from the CMAR during design development as appropriate;   3. Provide input to construction management plan and schedule development.   4. Evaluate alternative systems and materials proposed or suggested by the CMAR.   5. Respond to constructability review comments.   6. Provide input to MOPO plan and schedule.  7. Attend subcontractor pre‐selection meetings conducted by CMAR as appropriate.  NOTE: Should 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” (DBB) 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 under a separate scope of work, if desired by COUNTY .   In addition, 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 under a separate scope of work, if desired by COUNTY.  TASK 700 – ENGINEERING SERVICES DURING CONSTRUCTION   Not Included in this Scope of Services. Task 700 may be authorized by a future Amendment.  PROJECT ASSUMPTIONS  1. The NEWRF will be rated an initial 4‐mgd annual average day flow (AADF) design capacity with potential  phased incremental expansions to12 mgd.   2. The existing plans and specifications for NEUF/NEWRF and other reference designs will be used as‐is to the  extent possible and changes will only be made to accommodate changes in design criteria and available  technology.   3. Project will be delivered using the CMAR project delivery method.   4. Headworks and biological/MBR design is based on a hybrid of other designs integrated with the existing  NEWRF design.   5. Flow equalization is based on the existing design modified for new design criteria.  6. Solids handling and dewatering is based on the existing design modified for new design criteria.  7. Administration and maintenance facilities based on the existing design modified for the new layout.  11.A.b Packet Pg. 238 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 16 of 18  8. Chlorine contact basin (CCB) for disinfection based on existing design modified for the new layout.  9. Electrical remains medium voltage as designed with equipment updates.  10. SCADA/I&C modified based on current COUNTY standards.  11. Contract Amendments. Subsequent WRF Construction, WTP Preliminary and Detailed Design and Permitting,  and WTP Construction amendments are required to complete the project through full commissioning.  12. Permitting Fees. COUNTY will pay all design permitting and/or agency review fees. Consultant shall provide  County with a list of anticipated permit application required and the associated permit fee.  13. Standard of Care: CONSULTANT will be responsible to the level of competency and standard of care  presently maintained by other practicing Professional Engineers performing the same or similar type work at  the time Notice to Proceed is issued. CONSULTANT and COUNTY mutually agree that standard of care, as  applied to design professional, shall be defined as the ordinary and reasonable care required and  established by expert testimony of what a reasonable and prudent professional would have done under the  same or similar circumstances.  14. COUNTY‐Provided Information and Services: COUNTY shall furnish CONSULTANT available studies, reports  and other data pertinent to CONSULTANT's services; obtain or authorize CONSULTANT to obtain or provide  additional reports and data as requested; furnish to CONSULTANT services of others required for the  performance of CONSULTANT's services hereunder, and CONSULTANT shall be entitled to use and rely upon  all such information and services provided by COUNTY or others in performing CONSULTANT's services  under this Scope of Services, in accordance with the standard of care delineated in Item 13 above.  15. Estimates and Projections: In providing opinions of cost, financial analyses, economic feasibility projections,  and schedules for potential projects, CONSULTANT has no control over cost or price of labor and material;  unknown or latent conditions of existing equipment or structures that may affect operation and  maintenance costs; competitive bidding procedures and market conditions; time or quality of performance  of third parties; quality, type, management, or direction of operating personnel; and other economic and  operational factors that may materially affect the ultimate project cost or schedule. Therefore,  CONSULTANT makes no warranty that the CMAR’s and COUNTY’s actual project costs, financial aspects,  economic feasibility, or schedules will not vary from CONSULTANT’s opinions, analyses, projections, or  estimates.  16. Third Parties. The services to be performed by CONSULTANT are intended solely for the benefit of COUNTY.  No person or entity not a signatory to the Agreement shall be entitled to rely on CONSULTANT's  performance of its services hereunder, and no right to assert a claim against CONSULTANT by assignment of  indemnity rights or otherwise shall accrue to a third party as a result of the Agreement or the performance  of CONSULTANT's services hereunder.  SERVICES NOT INCLUDED  The following services are not included in the above‐described Scope of Services but may be provided during the  project. If requested by COUNTY, the following services shall be provided by CONSULTANT for additional  compensation as agreed by CONSULTANT and COUNTY.  1. Easement legal sketch and descriptions.  2. Programming.  3. Bid Phase Services.  11.A.b Packet Pg. 239 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 17 of 18  4. Engineering Services during Construction.  5. Resident engineering or inspection during Construction.  6. Ownership and encumbrance (O&E) reports for right‐of‐way by COUNTY.  7. Remodeling/Evaluation/Preliminary design of previously completed work required due to the COUNTY  requests that are not within this Scope of Services or due to changes in existing conditions, codes,  regulations, laws or design manuals and guidelines after the date of this Notice to Proceed.  8. Title searches.  9. Boundary survey(s).  10. Archeological investigations or reporting.  11. Evaluation of potential soil, groundwater, or surface water contamination.  BUDGET AND PAYMENT  This Project will be delivered on a combination of Lump Sum (LS) and Time & Materials (T&M) basis and invoiced  monthly as shown in the table below.  Task Fee  Task 100 – Project Management (T&M) $134,448  Task 200 – Preliminary Design Update (LS) $346,936  Task 300 – Detailed Design Update (LS) $4,206,925  Task 400 – Permitting Assistance (T&M) $47,334  Task 500 – Public Involvement Assistance (T&M) $0  Task 600 – CMAR Coordination (T&M) $84,307  Total $4,819,950  COUNTY shall pay CONSULTANT in accordance with the terms and conditions in contract #04‐3673 as amended  through this Amendment #8 and based upon invoices submitted by CONSULTANT for services incurred.  SCHEDULE  The table below lists anticipated duration of each task.   Task Duration (Months)  Task 100 – Project Management 24  Task 200 – Preliminary Design Update 6  Task 300 – Detailed Design Update 18  Task 400 – Permitting Assistance 24  Task 500 – Public Involvement Assistance 24  Task 600 – CMAR Coordination 24  11.A.b Packet Pg. 240 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design)    301 North Cattlemen Road, Suite 302, Sarasota, Florida 34232   P. 941.371.9832    Page 18 of 18  All aspects of this Scope of Services will be completed within 24 months after receipt of notice to proceed.   We greatly appreciate the opportunity to submit this proposal to continue to work alongside Collier County on  this important project.   Respectfully,       Bob Cushing, PhD, PE, BCEE  Senior Vice President  Carollo Engineers, Inc.  11.A.b Packet Pg. 241 Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design) Task No.Task DescriptionSenior ProfessionalLead Project ProfessionalProject ProfessionalProfessionalAssistant ProfessionalSenior TechnicianTechnicianDocument ProcessorCarollo Total HoursCarollo Total LaborExpensesJohnson -Site/Civil/Survey/ EnvironmentalForge - GeotechnicalCA3 - ArchitecturalEDA - ElectricalCella Molnar - Public InvolvementSubconsultant Markup (5%)Total Compensation$265.47 $242.33 $224.63 $186.51 $142.95 $162.19 $106.19 $104.83100 PROJECT MANAGEMENT [TASK TOTAL]148 196 152 8 8 20 28 18 578 $131,670 $2,778$0 $0 $0 $0 $0 $0$134,448101 Develop the Project Plan4 8 164 4 2 38 $7,878$0 $7,878102 Project Controls and Reporting32 48 168 104 $24,560$0 $24,560103 Project Schedule12 24 88 52 $11,648$0 $11,648104 Project MeetingsKick-off Meeting16 16 16 8 8 8 8 80 $16,502 $2,212$0 $18,714Monthly Project Meetings/Teams Calls 60 60 608 8 196 $46,082$0 $46,082105 Subconsultant Management8 24 2456 $13,331$0 $13,331107 BoCC Meetings/Presentations16 16 128 52 $11,670 $566$0 $12,236200 PRELIMINARY DESIGN UPDATE [TASK TOTAL]420 273 228 244 110 50 0 18 1343 $300,098.51 $2,212.00 $0 $0 $5,500 $37,000 $0 $2,125 $346,935.51201 Wastewater Flows and Loads Update201.1 Compile and Review Flow Projections22812 $2,813$0 $2,813201.2 Design Flows and Peaking Factors22812 $2,813$0 $2,813201.3 Design Water Quality Concentrations and Loadings22812 $2,813$0 $2,813202 Process Calculations and Mass Balances Update202.1 Perform Process Calculations806424164188 $45,694$0 $45,694202.2 Develop Mass Balances2481616468 $15,460$0 $15,460203 Liquids Stream Treatment Process Update203.1 Unit Process Overview1628244256 $11,902$0 $11,902203.2 Refine Liquid Stream Site Layout1222444450 $11,028$0 $11,028203.3 Perform Preliminary Hydraulic Modeling42242234 $7,597$0 $7,597203.4 Conduct Liquid Stream Process Workshop12216124248 $10,361$0 $10,361203.5 Update Design Criteria4216444236 $7,317$0 $7,317203.6 Perform Process Peer Review12212834 $7,858$0 $7,858204 Solids Management Strategies Update204.1 Confirm Solids Handling and Disposal Strategies12124836 $7,983$0 $7,983204.2 Review Dewatering Criteria888428 $6,126$0 $6,126205 Support Facilities and Utilities205.1 Administrative Facilities4149 $2,050$5,500$275 $7,825205.2 Maintenance/Storage Facilities4149 $2,050$0 $2,050205.3 Laboratory Facilities4149 $2,050$0 $2,050205.4 Chemical Storage and Feed Facilities1146 $1,254$0 $1,254205.5 Plant Drain System1124 $881$0 $881205.6 Storm Water Management and Retention1124 $881$0 $881205.7 Potable Water1124 $881$0 $881205.8 Non-Potable Water1124 $881$0 $881205.9 Compressed and Instrument Air1124 $881$0 $881205.10 Support Facilities and Utilities Review Workshop121241644 $9,127$0 $9,127206 Electrical/Instrumentation and Controls System Strategies206.1 Power Needs Assessment241640 $10,249$17,300$865 $28,414206.2 Coordination with FPL241640 $10,249$16,500$825 $27,574206.3 Plant Control System Architecture2424 $6,371$0 $6,371206.4 Control and Monitoring Strategies241236 $9,279$0 $9,279206.5 Site Communications121224 $6,094$0 $6,094206.6 EI&C Review Workshop16161688266 $14,370$3,200$160 $17,730207 Site Aesthetic Concepts207.1 Odor Control246 $1,500$0 $1,500207.2 Noise Abatement246 $1,500$0 $1,500207.3 Building Architecture224 $1,016$0 $1,016207.4 Site Screening224 $1,016$0 $1,016207.5 Landscape Architecture246 $1,500$0 $1,500207.6 Traffic Routing246 $1,500$0 $1,500207.7 Site Lighting246 $1,500$0 $1,500207.8 Site Aesthetics Review1281232 $7,820$0 $7,820208 Site Security208.1 Coordinate with County Security Team161616452 $11,758$0 $11,758209 Codes and Standards Review209.1 Summarize Applicable Codes and Standards44121232 $6,442$0 $6,442209.2 Conduct Code Analysis Review Meeting8816 $3,267$0 $3,267Professional Engineering Services for the Design of the Northeast WRF and WTPAMENDMENT 8 - NEUF Water Reclamation Facility Design and PermittingEXHIBIT B - FEE SCHEDULE28-Jul-2111.A.bPacket Pg. 242Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design) Task No.Task DescriptionSenior ProfessionalLead Project ProfessionalProject ProfessionalProfessionalAssistant ProfessionalSenior TechnicianTechnicianDocument ProcessorCarollo Total HoursCarollo Total LaborExpensesJohnson -Site/Civil/Survey/ EnvironmentalForge - GeotechnicalCA3 - ArchitecturalEDA - ElectricalCella Molnar - Public InvolvementSubconsultant Markup (5%)Total Compensation$265.47 $242.33 $224.63 $186.51 $142.95 $162.19 $106.19 $104.83210 Preliminary Design Report (PDR) Update211.1 Draft PDR Update1212128016168156 $29,431 $2,212$0 $31,643211.2 Cost Estimate (Class 3)84416164254 $10,121$0 $10,121211.3 Final PDR Update Production22844222 $4,417$0 $4,417300 DETAILED DESIGN UPDATE [TASK TOTAL]1212 2361 2361 2301 3426 5532 2393 174 19760 $3,512,737 $28,036 $58,800 $78,000 $165,877 $331,754 $0 $31,722 $4,206,924.93301 Site Investigations301.1 Geotechnical Investigation8 816 $3,289 $566 $78,000$3,900 $85,756301.2 Topographic and Facilities Survey8 816 $3,289 $566$20,000$1,000 $24,856301.3 Environmental Investigation0 $0$0 $0302 Membrane Bioreactor (MBR) System Procurement302.1 Refine Criteria for MBR Procurement Documents 88 8 4 4 4 2 38 $7,889$0 $7,889302.2 Develop Draft MSS Procurement Documents 16 16 12 88 16 16 2 94 $17,960$0 $17,960302.3 Request for Proposals8 8 88 4 2 38 $7,791$0 $7,791302.4 Final MSS Selection/Meeting with County / CMAR12 128 4 36 $7,662 $1,745$0 $9,407302.5 Coordination with Membrane System Supplier (MSS) 8 12 1232 $7,727$0 $7,727302.6 Shop Drawing Submittal Review 12 24 24 8 8 4 2 82 $17,663$0 $17,663302.7 Meetings and Quality Control 16 16 16 8 4 4 2 66 $14,146 $3,490$0 $17,635303 30% Design Submittal30%Design240 479 479 479 719 1650 707 24 4777 $824,712 $5,172$15,300$41,236 $82,471 $6,950 $975,84130% Quality Management12 24 24 24 36120 $24,015$0 $24,015304 60% Design Submittal60%Design359 719 719 719 1078 1650 707 60 6011 $1,068,228 $5,172$14,000$53,411 $106,823 $8,712 $1,256,34760% Quality Management18 36 36 36 53179 $35,880$0 $35,880305 Approximate 90% Design Sumittal for CMAR Review and Pricing90%Design359 719 719 719 1078 1650 707 60 6011 $1,068,228 $6,124$9,500$53,411 $106,823 $8,487 $1,252,57490% Quality Management18 36 36 36 53179 $35,880$0 $35,880306 Final (100%) Contract Documents100%Design120 240 240 240 359 550 236 20 2005 $356,370 $5,200$17,819 $35,637 $2,673 $417,698100% Quality Management6 12 12 12 1860 $12,008$0 $12,008400 PERMITTING ASSISTANCE [TASK TOTAL]16 24 24 80 80 16 16 8 264 $46,944 $390 $0 $0 $0 $0 $0 $0 $47,334401 FDEP Permitting16 24 24 80 80 16 16 8 264 $46,944 $390$0 $47,334500 PUBLIC INVOLVMENT ASSISTANCE [TASK TOTAL]0 0 0 0 0 0 0 0 0 $0 $0 $0 $0 $0 $0 $0 $0 $0.00Scope and budget provided in Amendment 7.600 CMAR COORDINATION [TASK TOTAL]96 98 72 32 56 0 0 47 343 $84,307 $0 $0 $0 $0 $0 $0 $0 $84,307701 CMAR Pre-Construction Contract Development 24 18 8 8$13,673.86$13,674702 Cost Model and GMP Review Validation 24 32 16 16 1615 119 $24,563.73$24,564703 Early Procurement Activities24 24 24 16 1616 120 $24,526.96$24,527704 General CMAR Coordination24 24 24 1616 104 $21,542.80$21,543700ENGINEERING SERVICES DURING CONSTRUCTION [TASK TOTAL]0 0 0 0 0 0 0 0 0 $0 $0 $0 $0 $0 $0 $0 $0(Not included in this Work Assignment)0SUBTOTAL$4,819,950Subtotal Hours1,892 2,952 2,837 2,665 3,680 5,618 2,437 265 22,288 Subtotal Fee$502,269 $715,358 $637,275 $497,049 $526,056 $911,183 $258,785 $27,7804,075,756$ 33,416$ 58,800$ 78,000$ 171,377$ 368,754$ -$ 33,847$ 4,819,950$ 11.A.bPacket Pg. 243Attachment: Attachment 2 - Amendment 8 Proposal and Fee (19938 : Carollo Amendment 8 - NECWRF Design) Amendment Number 8 to Agreement No. 05-3673 for the Northeast County Water Reclamation Facility Public Utilities Department September 28, 2021 Regular Agenda 1 11.A.c Packet Pg. 244 Attachment: Attachment 3 - Presentation (19938 : Carollo Amendment 8 - NECWRF Project Location 2Public Utilities Department 11.A.c Packet Pg. 245 Attachment: Attachment 3 - Presentation (19938 : Carollo Amendment 8 - NECWRF Northeast County Water Reclamation Facility (NECWRF) Designed in 2008 Two storage tanks & piping constructed for NESA Interim Facilities Requires technology updates before constructing the remainder of the facility 3 NECWRF Public Utilities Department Water Storage Tank IQ Storage Tank 11.A.c Packet Pg. 246 Attachment: Attachment 3 - Presentation (19938 : Carollo Amendment 8 - NECWRF Re -Designed NECWRF 4 MGD initial capacity Expandable to 8 & 12 MGD $106M Construction Cost with CMAR + CEI + CA Funded by the 2021 Series Revenue Bond Fund (419) Schedule: 2-year design 3-year solicitation/construction To be on-line 2030 4Public Utilities Department 11.A.c Packet Pg. 247 Attachment: Attachment 3 - Presentation (19938 : Carollo Amendment 8 - NECWRF NECWRF Technology Updates Instrumentation and Controls •2022 technology vs. 2008 Secondary Treatment –Membrane Bio-Reactor (MBR) •Replace clarifiers and filters with membranes •Advanced Wastewater Treatment (AWT) capable •Better space utilization Process and Equipment •Evaluate higher concentration sludge processing •Potential for reduced sludge disposal cost 5Public Utilities Department 11.A.c Packet Pg. 248 Attachment: Attachment 3 - Presentation (19938 : Carollo Amendment 8 - NECWRF CCWSD Wastewater Treatment Facilities Current Permitted Facilities: •North County Water Reclamation Facility •South County Water Reclamation Facility •Golden Gate Wastewater Treatment Plant •Orange Tree Wastewater Treatment Plant 4 3 2 1 Service Areas are Approximate. 4 3 2 1 11.A.c Packet Pg. 249 Attachment: Attachment 3 - Presentation (19938 : Carollo Amendment 8 - NECWRF CCWSD Wastewater Treatment Facilities 2022: •North County Water Reclamation Facility •South County Water Reclamation Facility •Central County Water Reclamation Facility •Orange Tree Wastewater Treatment Plant •NESA Interim Wastewater Treatment Plant 3 2 1 Service Areas are Approximate. 4 4 3 2 1 5 5 11.A.c Packet Pg. 250 Attachment: Attachment 3 - Presentation (19938 : Carollo Amendment 8 - NECWRF CCWSD Wastewater Treatment Facilities 2031 and Beyond: •North County Water Reclamation Facility •South County Water Reclamation Facility •Central County Water Reclamation Facility •Northeast County Water Reclamation Facility –Phase 1 3 2 1 Service Areas are Approximate. 4 3 2 1 4 11.A.c Packet Pg. 251 Attachment: Attachment 3 - Presentation (19938 : Carollo Amendment 8 - NECWRF Orange Tree WWTP 0.75 MGD Off-Line 2031 Future Regional NE County Water Treatment Plant County Fairgrounds NESA Interim WWTP 1.5 MGD On-Line 2022 NECWRF Phase 1 4 MGD On-Line 2030 Public Utilities Department Timing subject to change Deep Injection Wells 11.A.c Packet Pg. 252 Attachment: Attachment 3 - Presentation (19938 : Carollo Amendment 8 - NECWRF Recommendation That the Board, Ex-officio the Governing Board of the Collier County Water-Sewer District, approve and authorize the Chair to sign the attached Eighth Amendment to Contract No. 04-3673 with Carollo Engineers, Inc., in the amount of $4,819,950. 10Public Utilities Department 11.A.c Packet Pg. 253 Attachment: Attachment 3 - Presentation (19938 : Carollo Amendment 8 - NECWRF Contract 04-3673 Professional Engineering Services for Design of the Northeast Water Reclamation Facility and Water Treatment Plant PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this 14th day of December. 2004, by and between the Board of County Commissioners for Collier County, Florida, a political subdivision of the State of Florida (hereinafter referred to as the "COUNTY' or "OWNER") and Carollo Engineers, authorized to do business in the State of Florida, whose business address is 401 North Cattlemen Road, Suite 306, Sarasota, Florida 34232 (hereinafter referred to as the "CONSULTANT"). WITNESSETH: WHEREAS, the OWNER desires to obtain the professional Engineering services of the CONSULTANT concerning Design of the Northeast Water Reclamation Facility and Water Treatment Plant (hereinafter referred to as the "Project"), said services being more fully described in Schedule A, "Scope of Services", which is attached hereto and incorporated herein; and WHEREAS, the CONSULTANT has submitted a proposal for provision of those services; and WHEREAS, the CONSULTANT represents that it has expertise in the type of professional services that will be required for the Project. NOW, THEREFORE, in consideration of the mutual covenants and provisions contained herein, the parties hereto agree as follows: ARTICLE ONE CONSULTANT'S RESPONSIBILITY 1.1. CONSULTANT shall provide to OWNER professional Engineering services in all phases of the Project to which this Agreement applies.- 1.2. The Basic Services to be performed by CONSULTANT hereunder are set forth in the Scope of Services described in detail in Schedule A. The total compensation to be paid CONSULTANT by the OWNER for all Basic Services is set forth in Article Five and Schedule B, "Basis of Compensation", which is attached hereto and incorporated herein. 1.3. The CONSULTANT agrees to obtain and maintain throughout the period of this Agreement all such licenses as are required to do business in the State of Florida and in Collier County, Florida, including, but not limited to, all licenses required by the respective state boards and other governmental agencies responsible for regulating and licensing the professional services to be provided and performed by the CONSULTANT pursuant to this Agreement. 1.4. The CONSULTANT agrees that, when the services to be provided hereunder relate to a professional service which, under Florida Statutes, requires a license, certificate of authorization or other form of legal entitlement to practice such services, it shall employ and/or retain only qualified personnel to provide such services to owner. 1.5. CONSULTANT agrees to employ and designate, in writing, within five (5) calendar days after receiving its Notice to Proceed, a qualified licensed professional to serve as Page 2 of 124 the CONSULTANT's Project Director (hereinafter referred to as the "Project Director"). The Project Director shall be authorized and responsible to act on behalf of the CONSULTANT with respect to directing, coordinating and administering all aspects of the services to be provided and performed under this Agreement. Within five (5) calendar days from the Notice to Proceed issued by the OWNER to the CONSULTANT, the CONSULTANT shall deliver to the OWNER a written statement, executed by the proper officers of the CONSULTANT, acknowledging that the Project Director shall have full authority to bind and obligate the CONSULTANT on all matters arising out of or relating to this Agreement. The CONSULTANT agrees that the Project Director shall devote whatever time is required to satisfactorily manage the services to be provided and performed by the CONSULTANT hereunder. The person selected by the CONSULTANT to serve as the Project Director shall be subject to the prior approval and acceptance of the OWNER. 1.6. CONSULTANT agrees, within fourteen (14) calendar days of receipt of a written request to do such from the OWNER, to promptly remove and replace the Project Manager, or any other personnel employed or retained by the CONSULTANT, or any subconsultants or subcontractors or any personnel of any such subconsultants or subcontractors engaged by the CONSULTANT to provide and perform services or work pursuant to the requirements of this Agreement, whom the OWNER shall request in writing to be removed, which request may be made by the OWNER with or without stating its cause to CONSULTANT. 1.7. The CONSULTANT has represented to the OWNER that it has expertise in the type of professional services that will be performed pursuant to this Agreement. The CONSULTANT agrees that all services to be provided by CONSULTANT pursuant to this Agreement shall be subject to the OWNER's review and approval and shall be in Page 3 of 124 accordance with the generally accepted standards of professional practice. in the State of Florida, as well as in accordance with all published laws, statutes, ordinances, codes, rules, regulations and requirements of any governmental agencies which regulate or have jurisdiction over the Project or the services to be provided and performed by CONSULTANT hereunder. In the event of any conflicts in these requirements, the CONSULTANT shall notify the OWNER of such conflict and utilize its best professional judgment to advise OWNER regarding resolution of each such conflict. 1.8. CONSULTANT agrees not to divulge, furnish or make available to any third person, firm or organization, without OWNER's prior written consent, or unless incident to the proper performance of the CONSULTANT's obligations hereunder, or in the course of judicial or legislative proceedings where such information has been properly subpoenaed, any non-public information concerning the services to be rendered by CONSULTANT hereunder, and CONSULTANT shall require all of its employees, agents, subconsultants and subcontractors to comply with the provisions of this paragraph. ARTICLE TWO ADDITIONAL SERVICES OF CONSULTANT If authorized in writing by OWNER, CONSULTANT shall furnish or obtain from others Additional Services of the types listed in Article Two herein. These services will be paid for by OWNER as indicated in Article Five and Schedule B. The following services, if not otherwise specified in Schedule A as part of Basic Services, shall be Additional Services: Page 4 of 124 2.1. Preparation of applications and supporting documents (except those already to be furnished under this Agreement) for private or governmental grants, loans, bond issues or advances in connection with the Project. 2.2. Services resulting from significant changes in the general scope, extent or character of the Project or its design including, but not limited to, changes in size, complexity, OWNER's schedule or character of construction; and revising studies, reports, design documents or Contract Documents previously accepted by OWNER when such revisions are required by changes in laws, rules, regulations, ordinances, codes or orders enacted subsequent to and not reasonably anticipated prior to the preparation of such studies, reports or documents, or are due to any other causes beyond CONSULTANT's control. 2.3 Providing renderings or models for OWNER's use. 2.4 Investigations and studies involving detailed consideration of operations, maintenance and overhead expenses; the preparation of feasibility studies, cash flow and economic evaluations, rate schedules and appraisals; and evaluating processes available for licensing and assisting OWNER in obtaining process licensing. 2.5. Furnishing services of independent professional associates and consultants for other than the contract services to be provided by CONSULTANT hereunder. 2.6. Services during out-of-town travel required of CONSULTANT and directed by OWNER, other than visits to the Project site or OWNER's office. Page 5 of 124 21. Preparation of operating, maintenance and staffing manuals, except as otherwise provided for herein. 2.8. Preparing to serve or serving as a CONSULTANT or witness for OWNER in any litigation, or other legal or administrative proceeding, involving the Project (except for assistance in consultations which are included as part of the Basic Services to be provided herein). 2.9 Additional services rendered by CONSULTANTS in connection with the Project, not otherwise provided for in this Agreement or not customarily furnished in Collier County in accordance with generally accepted Professional practice. ARTICLE THREE OWNER'S RESPONSIBILITIES 3.1. The OWNER shall designate in writing a project coordinator to act as OWNER's representative with respect to the services to be rendered under this Agreement (hereinafter referred to as the "Project Coordinator"). The Project Coordinator shall have authority to transmit instructions, receive information, interpret and define OWNER's policies and decisions with respect to CONSULTANT's services for the Project. However, the Project Coordinator is not authorized to issue any verbal or written orders or instructions to the CONSULTANT that would have the effect, or be interpreted to have the effect, of modifying or changing in any way whatever: (a) The scope of services to be provided and performed by the CONSULTANT hereunder; (b) The time the CONSULTANT is obligated to commence and complete all such services; or Page 6 of 124 (c) The amount.of compensation the OWNER is obligated or committed to pay the CONSULTANT. 3.2. The Project Coordinator shall: (a) Review and make appropriate recommendations on all requests submitted by the CONSULTANT for payment for services and work provided and performed in accordance with this Agreement; (b) Provide all criteria and information requested by CONSULTANT as to OWNER's requirements for the Project, including design objectives and constraints, space, capacity and performance requirements, flexibility and expandability, and any budgetary limitations; (c) Upon request from CONSULTANT, assist CONSULTANT by placing at CONSULTANT's disposal all available information in the OWNER'S possession pertinent to the Project, including existing drawings, specifications, shop drawings, product literature, previous reports and any other data relative to the Project (d) Arrange for access to and make all provisions for CONSULTANT to enter the Project site to perform the services to be provided by CONSULTANT under this Agreement; and (e) Provide notice to CONSULTANT of any deficiencies or defects discovered by the OWNER with respect to the services to be rendered by CONSULTANT hereunder. (f) Other duties as designated by OWNER. ARTICLE FOUR TIME 4.1. Services to be rendered by CONSULTANT shall be commenced subsequent to the execution of this Agreement upon written Notice to Proceed from OWNER for all or Page 7 of 124 any designated portion of the Project and shall be performed and completed in general accordance with the Project Schedule attached hereto and made a part hereof as Schedule C. The Project Schedule may be modified from time to time by mutual agreement between OWNER and CONSULTANT. Time is of the essence with respect to the performance of this Agreement. 4.2. Should CONSULTANT be obstructed or delayed in the prosecution or completion of its services as a result of unforeseeable causes beyond the control of CONSULTANT, and not due to its own fault or neglect, including but not restricted to acts of nature or of public enemy, acts of government or of the OWNER, fires, floods, epidemics, quarantine regulations, strikes or lock -outs, then CONSULTANT shall notify OWNER in writing within five (5) working days after commencement of such delay, stating the specific cause or causes thereof, or be deemed to have waived any right which CONSULTANT may have had to request a time extension for that specific delay. 4.3. No interruption, interference, inefficiency, suspension or delay in the commencement or progress of CONSULTANT's services from any cause whatsoever, including those for which OWNER may be responsible in whole or in part, shall relieve CONSULTANT of its duty to perform or give rise to any right to damages or additional compensation from OWNER. CONSULTANT's sole remedy against OWNER will be the right to seek an extension of time to its schedule. This paragraph shall expressly apply to claims for early completion, as well as claims based on late completion. 4.4 Should the CONSULTANT fail to commence, provide, perform or complete any of the services to be provided hereunder in a timely manner, in addition to any other rights or remedies available to the OWNER hereunder, the OWNER at its sole discretion and option may withhold any and all payments due and owing to the Page 8 of 124 CONSULTANT until such time as the CONSULTANT resumes performance of -its obligations hereunder in such a manner so as to reasonably establish to the OWNER's satisfaction that the CONSULTANT's performance is or will shortly be back on schedule. ARTICLE FIVE COMPENSATION 5.1. Compensation and the manner of payment of such compensation by the OWNER for services rendered hereunder by CONSULTANT shall be as prescribed in Schedule B, entitled "Basis of Compensation", which is attached hereto and made a part hereof. ARTICLE SIX OWNERSHIP OF DOCUMENTS 6.1. Upon completion or termination of this Agreement, all records, documents, tracings, plans, specifications, maps, evaluations, reports, computer assisted design or drafting disks and other technical data, prepared or developed by CONSULTANT under this Agreement shall be delivered to and become the property of OWNER. This does not apply to working papers. Said records, documents, tracings, plans, specifications, maps, evaluations, reports, computer disks and other technical data prepared by the CONSULTANT for each project under this Agreement are considered to be instruments of the CONSULTANT'S service. CONSULTANT, at its own expense, may retain copies for its files and internal use ARTICLE SEVEN MAINTENANCE OF RECORDS 7.1. CONSULTANT will keep adequate records and supporting documentation which concern or reflect its services hereunder. The records and documentation will be retained by CONSULTANT for a minimum of five (5) years from (a) the date of termination of this Agreement or (b) the date the Project is completed, whichever is Page 9 of 124 later. OWNER, or any duly authorized agents or representatives of OWNER, shall , free of charge, have the right to audit, inspect and copy all such records and documentation as often as they deem necessary during the period of this Agreement and during the five (5) year period noted above; provided, however, such activity shall be conducted only during normal business hours. ARTICLE EIGHT INDEMNIFICATION 8.1. The CONSULTANT in consideration of $100.00, the sufficiency and receipt of wh.ich is acknowledged through the signing of this Agreement shall indemnify and hold OWNER and its officers, employees and agents harmless from and against any and all losses, liabilities, damages, and costs, including, but not limited to, reasonable attorney fees to the extent caused by the negligence, recklessness, or intentional wrongful conduct of the CONSULTANT, its Subconsultants, Subcontractors, agents or employees, arising out of or incidental to the performance of this Agreement or work performed thereunder. The CONSULTANT'S obligation under this paragraph shall not be limited in any way by the agreed upon contract price as shown in this Agreement or the CONSULTANT'S limit of, or lack of, sufficient insurance protection. 8.2. CONSULTANT acknowledges that the general conditions of any contract shall include language, satisfactory to the OWNER's attorney, in which the contractor agrees to hold harmless and to defend OWNER, its agents and employees from all suits and actions, including attorney's fees, and all costs of litigation and judgments of any name and description arising out of or incidental to the performance of the contract or work performed thereunder. ARTICLE NINE INSURANCE Page 10 of 124 .9.1. .CONSULTANT shall obtain and carry, at all times during its performance under the Contract Documents, insurance of the types and in the amounts set forth in SCHEDULE D to this Agreement. ARTICLE TEN SERVICES BY CONSULTANT'S OWN STAFF 10.1. The services to be performed hereunder shall be performed by CONSULTANT's own staff, unless otherwise authorized in writing by the OWNER. The employment of, contract with, or use of the services of any other person or firm by CONSULTANT, as independent consultant or otherwise, shall be subject to the prior written approval of the OWNER. No provision of this Agreement shall, however, be construed as constituting an agreement between the OWNER and any such other person or firm. Nor shall anything in this Agreement be deemed to give any such party or any third party any claim or right of action against the OWNER beyond such as may then otherwise exist without regard to this Agreement. ARTICLE ELEVEN WAIVER OF CLAIMS 11.1. CONSULTANT' acceptance of final payment shall constitute a full waiver of any and all claims, except for insurance company subrogation claims, by it against OWNER arising out of this Agreement or otherwise related to the Project, except those previously made in writing and identified by CONSULTANT as unsettled at the time of the final payment. Neither the acceptance of CONSULTANT's services nor payment by OWNER shall be deemed to be a waiver of any of OWNER's rights against CONSULTANT. Page 11 of 124 ARTICLE TWELVE TERMINATION OR SUSPENSION 12.1. CONSULTANT shall be considered in material default of this Agreement and such default will be considered cause for OWNER to terminate this Agreement, in whole or in part, as further set forth in this section, for any of the following reasons: (a) failure to begin work under the Agreement within the times specified under the Notice(s) to Proceed, or (b) failure to properly and timely perform the services to be provided hereunder or as directed by OWNER, or (c) the bankruptcy or insolvency or a general assignment for the benefit of creditors by CONSULTANT or by any of CONSULTANT's principals, officers or directors, or (d) failure to obey any laws, ordinances, regulations or other codes of conduct, or (e) failure to perform or abide by the terms or spirit of this Agreement, or (f) for any other just cause. The OWNER may so terminate this Agreement, in whole or in part, by giving the CONSULTANT seven (7) calendar days written notice of the material default. 12.2. If, after notice of termination of this Agreement as provided for in paragraph 12.1 above, it is determined for any reason that CONSULTANT was not in default, or that its default was excusable, or that OWNER otherwise was not entitled to the remedy against CONSULTANT provided for in paragraph 12.1, then the notice of termination given pursuant to paragraph 12.1 shall be deemed to be the notice of termination provided for in paragraph 12.3, below, and CONSULTANT's remedies against OWNER shall be the same as and be limited to those afforded CONSULTANT under paragraph 12.3, below. 12.3. OWNER shall have the right to terminate this Agreement, in whole or in part, without cause upon seven (7) calendar days written notice to CONSULTANT. In the event of such termination for convenience, CONSULTANT'S recovery against OWNER Page 12 of 124 shall be limited to that portion of the fee earned through the date of termination, together with any retainage withheld and any costs reasonably incurred by CONSULTANT that are directly attributable to the termination, but CONSULTANT shall not be entitled to any other or further recovery against OWNER, including, but not limited to, anticipated fees or profits on work not required to be performed. CONSULTANT must mitigate all such costs to the greatest extent reasonably possible. 12.4. Upon termination, the CONSULTANT shall deliver to the OWNER all original papers, records, documents, drawings, models, and other material set forth and described in this Agreement, including Section 6.1. 12.5. The OWNER shall have the power to suspend all or any portions of the services to be provided by CONSULTANT hereunder upon giving CONSULTANT two (2) calendar days prior written notice of such suspension. If all or any portion of the services to be rendered hereunder are so suspended, the CONSULTANT's sole and exclusive remedy shall be to seek an extension of time to its schedule in accordance with the procedures set forth in Article Four herein. ARTICLE THIRTEEN TRUTH IN NEGOTIATION REPRESENTATIONS 13.1. CONSULTANT warrants that CONSULTANT has not employed or retained any company or person, other than a bona fide employee working solely for CONSULTANT, to solicit or secure this Agreement and that CONSULTANT has not paid or agreed to pay any person, company, corporation, individual or firm, other than a bona fide employee working solely for CONSULTANT, any fee, commission, percentage, gift or any other consideration contingent upon or resulting from the award or making of this Agreement. Page 13 of 124 13.2. In accordance._ with provisions of Section 287.055, (5)(a), Florida Statutes, the._ CONSULTANT agrees to execute the required Truth -In -Negotiation Certificate, attached hereto and incorporated herein as Schedule E, stating that wage rates and other factual unit costs supporting the compensation are accurate, complete and current at the time of the Agreement. The CONSULTANT agrees that the original Agreement price and any additions thereto shall be adjusted to exclude any significant sums by which the OWNER determines the Agreement price was increased due to inaccurate, incomplete, or non -current wage rates and other factual unit costs. All such adjustments shall be made within one (1) year following the end of this Agreement. ARTICLE FOURTEEN CONFLICT OF INTEREST 14.1. CONSULTANT represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of services required hereunder. CONSULTANT further represents that no persons having any such interest shall be employed to perform those services. ARTICLE FIFTEEN MODIFICATION 15.1. No modification or change in this Agreement shall be valid or binding upon either party unless in writing and executed by the party or parties intended to be bound by it. ARTICLE SIXTEEN NOTICES AND ADDRESS OF RECORD 16.1. All notices required or made pursuant to this Agreement to be given by the CONSULTANT to the OWNER shall be in writing and shall be delivered by hand, by fax, or by United States Postal Service Department, first class mail service, postage prepaid, addressed to the following OWNER's address of record: Page 14 of 124 Board of County Commissioners, Collier County Florida Purchasing Department, Purchasing Building 3301 Tamiami Trail East Naples, FI. 34112 Attention: Steve Carvell, Director of Purchasing Fax: 239-732-0844 16.2. All notices required or made pursuant to this Agreement to be given by the OWNER to the CONSULTANT shall be made in writing and shall be delivered by hand, by fax or by the United States Postal Service Department, first class mail service, postage prepaid, addressed to the following CONSULTANT's address of record: Carollo Engineers 401 North Cattlemen Road, Suite 306 Sarasota, Florida 34232 Fax: 941-371-9873 Attn: Robert S. Cushing, Ph.D., P.E., Partner 16.3. Either party may change its address of record by written notice to the other party given in accordance with requirements of this Article. ARTICLE SEVENTEEN MISCELLANEOUS 17.1. CONSULTANT, in representing OWNER, shall promote the best interest of OWNER and assume towards OWNER a duty of the highest trust, confidence, and fair dealing. 17.2. No modification, waiver, suspension or termination of the Agreement or of any terms thereof shall impair the rights or liabilities of either party. Page 15 of 124 17.3. This Agreement is not assignable, or otherwise transferable in whole or.in part, by CONSULTANT without the prior written consent of OWNER. 17.4. Waivers by either party of a breach of any provision of this Agreement shall not be deemed to be a waiver of any other breach and shall not be construed to be a modification of the terms of this Agreement. 17.5. The headings of the Articles, Schedules, Parts and Attachments as contained in this Agreement are for the purpose of convenience only and shall not be deemed to expand, limit or change the provisions in such Articles, Schedules, Parts and Attachments. 17.6. This Agreement, initially consisting of one hundred twenty-four (124) numbered pages including the referenced Schedules and Attachments hereto, constitutes the entire agreement between the parties hereto and shall supersede, replace and nullify any and all prior agreements or understandings, written or oral, relating to the matter set forth herein, and any such prior agreements or understanding shall have no force or effect whatever on this Agreement. 17.7. It is further understood and agreed by and between the parties herein that this agreement is subject to appropriation by the Board of County Commissioners. ARTICLE EIGHTEEN APPLICABLE LAW 18.1. This Agreement shall be governed by the laws, rules, and regulations of the State of Florida, and by such laws, rules and regulations of the United States as made applicable to services funded by the United States government. Any suit or action Page 16 of 124 brought by either party to this Agreement against the other party relating to or arising out of this Agreement must be brought in the appropriate Florida state court in Collier County, Florida. IN WITNESS WHEREOF, the parties hereto have executed this Professional Services Agreement for Design of the Northeast Water Reclamation Facility and Water Treatment Plant the day and year first written above. ATTEST: Dwight E:fi-erk' By: attest �i� • • ,• ; sib,, ����d's Ap roved 'Aslo.Form and eg�al Su f cie. tt Teach Assistant County Attorney oil Witness BOARD OF COUNTY COMMISSIONERS FOR COLLIER COUNTY, FLORIDA, A POLITICAL SUBDIVISION OF THE STATE OF FLORIDA By: ew-w�� C)X-a Commiss' ner Donna Fiala, Chairman Carollo Engineers, p C. By: 14, Rte hen Hrnigh , Partner 3�_iZl`tg. &Regional Typed Name and Title Manager (CORPORATE SEAL) By: Robert S. Cushing, Ph D...,P.E.,DEE, Partner Page 17 of 124 SCHEDULE A SCOPE OF SERVICES NORTHEAST WATER RECLAMATION FACILITY (NEWRF) AND NORTHEAST WATER TREATMENT PLANT (NEWTP) PROJECT GENERAL DESCRIPTION The following Scope of Work to be provided by the Carollo Project Team (ENGINEER) describes the professional services associated with the design basis report, preliminary and final design, services during construction, and additional services for the Northeast Water Reclamation Facility (NEWRF) and Northeast Water Treatment Plant (NEWTP) project. The Scope of Work is based on Collier County's (COUNTY) selection of the Construction Management at Risk (CM@RISK) methodology for project delivery. This Scope of Work assumes: 1) the project is delivered by one CMA-RISK selected and engaged at 60% completion; 2) design of all facilities is concurrent; 3) two design deliverables packages will be produced — NEWRF/Common Facilities and NEWTP as one package and Injection Wells as a separate package. Design and construction services for required injection and monitoring wells are described separately herein, as these efforts may not be included as part of the overall CM@RISK activities. Work Breakdown Structure. The Scope of Work is formatted to identify individual work activities that will be monitored using computerized project management techniques. The overall project is divided in several phases, with each phase delineated by several service elements. Each service element is further subdivided into tasks and sub -tasks, creating an overall Work Breakdown Structure (WBS) based on the following: 1.0 - Project Management 2.0 - Public Involvement Program 3.0 - Site Planning 4.0 - Water Reclamation Facility 4.1 - Design Basis Page 18 of 124 4.2 - Preliminary,Design 4.3 - Final Design 4.4 - Services During Construction 5.0 - Water Treatment Facility 5.1 - Design Basis 5.2 - Preliminary Design 5.3 - Final Design 5.4 - Services During Construction 6.0 — Common Facilities 6.1 - Design Basis 6.2 - Preliminary Design 6.3 - Final Design 6.4 - Services During Construction 7.0 - Injection Wells 8.0 - Additional Services Evaluation of Alternatives. Throughout the Scope of Work herein, a number of tasks are identified that include the evaluation of several process and/or facility alternatives. Evaluation of the specific alternatives will be based on a selection criteria weighting/ranking process utilized by the ENGINEER specific to the particular task component. The anticipated selection criteria for the various alternative evaluations will be from the following list, as determined applicable by the ENGINEER and COUNTY for the given process and/or facility component: ■ Performance and Reliability ■ Operator Attention ■ Operational Flexibility ■ Maintenance Attention ■ Space Utilization ■ Odor, Light, Noise Potential ■ Redundancy ■ Site Aesthetics ■ Automation ■ Constructability ■ Process Monitoring ■ Public Acceptance ■ Capital Cost ■ Safety ■ Electrical (Power) Cost ■ Security ■ Chemical Cost ■ Fatal Flaw Analysis Page 19 of 124 The basis for recommendation of a selected alternative for a given process and/or facility component will be a .3-step weighting/ranking approach developed by the ENGINEER, except as otherwise directed by the COUNTY, as described in the following: Step 1. Each criteria item will be given a "Weight" factor between 1 and 3 relative to the specific process and/or facility component being evaluated, where 1" is considered least important and "T' is considered most important. Step 2. Each criteria item will then be given a "Rank" factor between 1 and 5 relative to the specific process and/or facility component being evaluated, where "5" is considered best (i.e., cheapest, easiest, etc.) and "1" is considered worst. Step 3. An overall process evaluation matrix will be developed, where the individual criteria "Weight" and "Rank" will be multiplied together, and total points determined for each process and/or facility component being evaluated. Alternative recommendation will be based upon the highest total points accordingly. Final alternative selection will be reviewed and approved with COUNTY. 1.0 PROJECT MANAGEMENT Project Director. The Project Director (Bob Cushing, Carollo Engineers) will be responsible for the review of technical aspects of the project, design and specifications, project budgets, cost allocations and schedules, and contract negotiation. The Project Director will also oversee quality management of the project and direct the ENGINEER resources so that the project needs are met. Project Managers: The Project Managers for the NEWRF (Craig Pajer, WilsonMiller) and NEWTP (Bob Cushing, Carollo Engineers) facilities will each manage their respective efforts of the ENGINEER (including Subconsultants), making staffing assignments, review work progress, coordinate quality assurance and review procedures, and communicate workshop schedules and progress reporting to the COUNTY. Page 20 of 124 I.I. Project Design Services and Quality Management Plan The Project Director -and Project Managers will develop a project -specific work plan, entitled the Project Design Services and Quality Management Plan, and distribute to project personnel. The Project Design Services Plan will be a "working" document, meaning that portions and/or sections may be revised or updated as the project progresses. Specific components of the plan will address and include project purpose and objectives; scope of work; project team directory; organizational chart; project team roles and responsibilities; overall project progress schedule; deliverables schedule; meetings and workshops schedule; project task codes with hourly budgets; communication and correspondence procedures; change management procedures; CADD standards and formats; preliminary list of drawings; and preliminary list of specifications; identification of project personnel responsible for peer reviews and QA/QC checks; schedule of quality control milestones and review dates; communication and interface control; document control; standards; records management; and project -specific check comment forms and checking procedure checklists (by discipline). The Project Delivery Plan will also establish linkages among related projects and activities, including but not limited to source water development, Orangetree Utilities, existing distribution and collection systems, wastewater collection interceptor, ASR, and production wells. A draft plan will be developed, and 10 copies will be submitted to the COUNTY for review, comment, and approval. Upon incorporation of comments, 10 copies of the final plan will be submitted to the COUNTY for distribution. The Project Managers will also distribute copies of the final plan to Project Team members for coordination and use throughout the remainder of the project. The plan will also be stored on the collaborative project web site for access by project stakeholders. 1.2. Project Schedule The Project Managers will develop a project progress schedule for the entire project and maintain a project progress schedule through design and permitting, transferring this responsibility to the CSc_RISK during the construction phase. Each activity of the scope 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. The Page 21 of 124 schedule will include both original baseline and actual progress. The project schedule will be updated monthly and delivered (both hardcopy.,_ 10 copies, and electronically in MS Project) to the COUNTY Project Manager 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. A narrative will be provided for any changes in schedule with recovery plan provided for any significant slippage. PDF versions of the schedule will be uploaded to the collaborative project web site on a monthly basis. 1.3. Collaborative Project Web Site The project will be supported by a collaborative project web site developed and hosted by the ENGINEER. The web site will be utilized throughout the entire project (62 month duration, through warranty correction period) and accessible by COUNTY staff, ENGINEER, and the CM@RISK. Password -protected secure areas will be provided for project stakeholders. PDF versions of technical memoranda, reports, schedules, meeting minutes, and other miscellaneous documents will be uploaded to the web site periodically for access by team members. The web site will include working logs for action items, decisions, and project announcements, as well as summary of the various project stakeholders' contact information. All project team meetings and deliverable submittals will be scheduled through the events calendar portion of the web site accordingly. At the completion of the project, the contents of the web site will be transferred onto CD- ROM(s) and delivered to the project stakeholders for historic archiving of the design and construction project materials. The stand-alone CD-ROM(s) will be a permanent record of pertinent project documents assembled during the design and construction phases of the project. This system will not use any proprietary software and will be based primarily upon the industry -standard PDF file format using CD-ROM storage and retrieval technologies. 1.4. Project Control and Reporting The Project Director will develop and submit monthly invoices to the COUNTY's Project Manager in an approved format throughout the project duration. Invoices will be submitted with a monthly progress report that addresses and includes a summary of the work completed since Page 22 of 124 the previous report; work anticipated in the upcoming month; project status, including scheduled and actual percent completes for the major tasks; budget status, includingcontracted 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 coordination and/or information required, including responsible parties; list of problems encountered (if any) and proposed resolution, including technical, budgetary and schedule problems; list of potential scope changes (design and/or construction), including a brief description and reason for change, along with potential impact on budget (design and/or construction) and schedule; list of issues needing resolution, including party(s) involved and date required so as not to impact project schedule; and public involvement program status for previous month, including documentation of meetings and any subsequent communication with the general public. Progress reports will be concise and presented in a consistent tabular format agreed to by COUNTY. 1.5. Program Management Coordination In addition to project management, the ENGINEER will coordinate through COUNTY Project Managers with other related projects and activities, including water source/water supply development program and overall site program management. Engineer will participate in 10 meetings and workshops with COUNTY personnel and other stakeholders. 1.6. Project Kickoff Meeting Approximately two weeks following the Notice to Proceed, the Project Director will arrange a kick-off meeting to discuss general project procedures, schedules, administrative issues and scope of services. The various draft deliverables identified previously, including the Project Design Services and Quality Management Plan, will also be reviewed. Page 23 of 124 1.7. Project Partnering This project will be "partnered".with the COUNTY, the CM@RISK, CEI, and the ENGINEER. A formal partnering workshop, to be conducted when the CM@RISK is selected, will be utilized for team building and development of a project "partnering charter." The COUNTY will provide an outside facilitator and venue for the partnering workshop. As requested by any party, partnering sessions will be held after appropriate project meetings to maintain the partnering relationships. 2.0 PUBLIC INVOLVEMENT PROGRAM The purpose of the Public Involvement Program is to aid the project team in their communication with the community surrounding the site throughout the duration of the project. It is the intention to keep affected stakeholders informed of proposed changes to the site, consider comments from and listen to potentially affected interests, and work with the project team to make sure that alternatives are developed which consider the feedback obtained from the public input. To accomplish this, the ENGINEER will prepare, organize, schedule and participate in a variety of specifically designed tasks that will include neighborhood residents workshops, project newsletters, public forums, computerized architectural model and renderings and public web sites. ENGINEER shall channel all public involvement activities through the COUNTY Project Manager (Harry Huber) and Public Information Coordinator (Margie Hapke). 2.1 Site Planning Phase The public involvement program efforts will be initiated during the Site Planning Phase with the following components. 2.1.1. Project Stakeholders and Issues The ENGINEER will support County and assist in preparing for face-to-face and/or telephone interviews with the appropriate COUNTY representatives, plus no more than 10 selected community leaders and residents, to identify the issues and concerns regarding the project. The ENGINEER will identify specific stakeholders and review list with the COUNTY prior to conducting interviews. It is anticipated that a 5- to 10-person Community Advisory Panel (CAP) will be developed to represent the voice of the public stakeholders. Page 24 of 124 2.1.2. Public Involvement Plan The ENGINEER will develop a draft Public Involvement Plan. 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 conceptual design. Plan will include requirements related to public project web site, quarterly project newsletters, public forums, and project site accessibility. A draft plan will be developed, and 10 copies will be submitted to the COUNTY for review, comment, and approval. Upon incorporation of comments, 10 copies of the final plan will be submitted to the COUNTY for distribution. The plan will also be stored on the collaborative project web site for access by project stakeholders and the Public Web Site for access by the Public. 2.1.3. Public Web Site A public web site developed and hosted by the ENGINEER will be established to transfer information relative to project to the local community and interested residents. The public web site will be active through completion of construction (62-month duration from notice to proceed). The public web site may include items such as CAP contact names, project overview and schedule, public meeting information, progress photographs, frequently asked questions (FAQs), and access to contact the COUNTY Public Information Coordinator for questions and comments. Address of the web site will be advertised and distributed in project newsletters distributed to the community. 2.2. Design Basis Phase The public involvement program efforts will continue throughout the Design Basis Phase with the following components. 2.2.1 Community Advisory Panel (CAP) Meetings The ENGINEER will attend two (2) meetings with the CAP to solicit input and reactions to the alternative building architectural themes and site aesthetics. The ENGINEER will prepare a COUNTY approved agenda and any necessary supporting materials prior to the meetings, and will prepare draft meeting notes following the meetings. Page 25 of 124 2.2.2. Quarterly Project Newsletters The ENGINEER will develop draft project newsletters on a quarterly basis and submit them to COUNTY for review and comment. Upon incorporation of comments, ENGINEER will produce up to 500 copies ( one 11 inch x 17 inch sheet folded or smaller) to be distributed by COUNTY. Specific project information such as contact names and numbers, Public Web Site address, and other relevant items will be included. 2.2.3. Continue the Public Web Site The ENGINEER will continue to maintain the Public Web Site through the Design Basis Phase of the project. 2.3. Preliminary Design Phase The public involvement program efforts will continue throughout the Preliminary Design Phase with the following components: 2.3.1. Community Advisory Panel (CAP) Meetings The ENGINEER will attend up to two (2) meetings with the CAP to provide an update to the progress of the Project. The ENGINEER will prepare a COUNTY approved agenda and any necessary supporting materials prior to the meetings, and will prepare draft meeting notes following the meetings. 2.3.2. Quarterly Project Newsletters The ENGINEER will develop draft project newsletters on a quarterly basis and submit them to COUNTY for review and comment. Upon incorporation of comments, ENGINEER will produce up to 500 copies (11 inch x 17 inch folded or smaller) to be distributed by COUNTY. Specific project information such as contact names and numbers, Public Web Site address, and other relevant items will be included. 2.3.3. Open House An open house sponsored by the COUNTY and CAP may be held to allow the general public a forum for transfer of information and ideas regarding issues relative to the site and overall project. The ENGINEER will develop and deliver presentation materials suitable for public display. Page 26 of 124 2.3.4. Architectural Renderings and Computerized Model The ENGINEER will develop and maintain a computerized 3-D architectural model and associated renderings with appropriate colors, textures, and perspectives of the proposed facilities and site screening components for review by the CAP and general public. 2.3.5. Continue the Public Web Site The ENGINEER will continue to maintain the Public Web Site through the Preliminary Design Phase of the project. 2.4. Final Design Phase Based on the outstanding issues, COUNTY meetings with the CAP and continued communication with potentially affected interests during the Final Design phase may need to be only informational, or may need to be more intensive. Engineer will participate in up to 2 meetings during this phase. The ENGINEER will continue to support the COUNTY as described in prior phases. 2.5. Services During Construction COUNTY meetings with the CAP and continued communication with potentially affected interests during the Construction phase may need to be only informational, or may need to be more intensive. Periodic meetings by the COUNTY with the CAP will be supported by the ENGINEER (4 meetings) as well as the preparation of draft Quarterly Project Newsletters and maintenance of the Public Web Site. The ENGINEER will continue to support the COUNTY as described in prior phases. The community may wish to have opportunities to tour facilities during construction and voice issues associated with construction activities. An open house sponsored by the COUNTY and CAP may be held to allow the general public a forum for transfer of information and ideas regarding issues relative to the construction and the overall project. The ENGINEER will develop and deliver presentation materials suitable for public display in support of the COUNTY. Page 27 of 124 3.0 SITE PLANNING AND DESIGN 3.1. Rezoning Assistance The ENGINEER will assist COUNTY staff and their rezoning consultant (WilsonMiller, Inc.) in the finalization of the proposed site plan. They will provide guidance and technical expertise relating to concerns raised by the public during the rezoning public meetings and public hearings. 3.2. Site Investigation The ENGINEER will conduct any necessary geotechnical and site topographical survey assessments of the entire project site. Geotechnical investigation will include drilling and sampling of borings to determine subsoil conditions and laboratory analyses. Topographical survey will include existing spot grades for use in developing new contours, location and establishment of perimeter property lines based on existing legal descriptions and rights -of -way, and identification and location of existing vegetation that could be used as buffer. The ENGINEER will provide a minimum of three permanent horizontal and vertical control monuments on the site in favorable locations to the development of each plant and the common facilities, established by a Professional Land Surveyor registered in the State of Florida. The ENGINEER will report to the COUNTY findings, conclusions and recommendations pertaining to the preliminary and final design of the new facilities. Copies of the final Geotechnical Investigation Report, electronic files including site mapping, and other products of the site survey will be provided to the COUNTY for record purposes. 3.3. Master Site Plan and Engineering Report A Site Master Plan and Engineering Report will be prepared that will address the overall configuration of the site based on the submitted zoning application. The site plan will include areas designated for the NEWTP, NEWRF, common utility facilities, local community park facilities, a residential solid waste recycling drop off facility and other facilities as directed by the COUNTY. Landscaped buffer areas will be designated on the plan as well as the site traffic plan and stormwater management facilities. The plan will be stored on the Collaborative Project Web Site for access by project stakeholders. Page 28 of 124 The Site Master Plan and Engineering Report will contain a detailed description of all regulatory permits required for the construction. of Project, including general permit requirements and agencies with contact details. With the exception of the areas set aside for the facility components including the site -specific plant layouts, the Site Master Plan and Engineering Report will establish the overall site design, operating criteria, utility provisions, stormwater management, traffic flow and security areas, including but not limited to the following systems: 3.3.1. Utilities The Engineer will evaluate the requirements and plan the facilities for the following: Water supply, wastewater collection, electrical supply, telephone and data service, offsite SCADA communications, and other utilities as required Site fire protection facilities 3.3.2 Stormwater Management Facilities The Master Site Plan and Engineering Report will detail the stormwater management facilities design in accordance with the South Florida Water Management District and other appropriate regulatory authorities. 3.3.3. Special Architectural Treatment of Facilities The ENGINEER will evaluate the shape, size and configuration of the proposed site facilities and prepare three alternative architectural "styles" that may be adopted by the COUNTY as the architectural theme for the site. The alternative styles should be relatively economical to construct and maintain with the maximum impact on the aesthetics of the Site. Additionally, the ENGINEER will evaluate certain structures for alternative architectural treatments that will enhance the aesthetic quality of the structures, as well as the entire site. These alternatives `treatments' may include roof lines, finish textures, and colors to correspond with the selected style. The alternative styles will be prepared and presented to COUNTY staff and the CAP for consideration. Upon approval, architectural views for structures will be prepared and presented. Page 29 of 124 3.3.4. Landscape Architecture ENGINEER will review and develop site screening alternatives, including the use of landscaping, decorative wall, fencing, and buildings to develop an overall site screening plan for the site. Perimeter security requirements including fencing, access control, and monitoring will be incorporated. Applicable preliminary design criteria for proposed site screening will be developed. Opportunities and requirements associated with potential early site work contracts will also be identified. 3.3.5. Control of Odor, Noise and Environmental Impacts The ENGINEER will coordinate with specific environmental design specialists for the evaluation and design associated with control of odors, noise and other potential environmental impacts during construction, future expansions, and sustained operation of the NEWRF, NEWTP, and Common Facilities. 3.3.5.1. Odor Control Plan ENGINEER will review and develop an odor control plan for the site. Plan will include the identification of anticipated odor sources; use and type of basin covers; type, number and location of odor control systems; and type and location of odor control ductwork. Odor threshold and visibility impacts will be incorporated into odor control plan. Evaluation will include but will not be limited to the following odor control technologies: wet chemical scrubber, carbon adsorption, liquid stream (chemical addition), or combination thereof. 3.3.6.2. Noise Abatement Plan ENGINEER will review and develop a noise abatement plan for the site to meet or exceed COUNTY standards. Plan will include the identification of anticipated noise sources; and use, type, number, and location of noise abatement systems. Noise threshold and visibility impacts will be incorporated into an overall noise abatement plan. Noise contour maps will be prepared for pre -construction and predicted post -construction conditions. 3.3.5.3. Lighting Mitigation Plan ENGINEER will review and develop a lighting mitigation plan for the site to minimize impacts of associated visual impacts of the facilities on the neighboring community. Plan will include the Page 30 of 124 identification of anticipated light sources; and use, type, number, and location of light mitigation features. 3.3.6. Preliminary Security Plan ENGINEER shall develop a preliminary security plan for the site. The plan will include the following primary components: Site Hardening (perimeter and individual structures) Electronic surveillance (cameras, alarms, motion detection) Communications Security staffing Recommendations for emergency response Recommendations for operations staff training Development of the plan shall be coordinated with the OWNERS' existing emergency response plans, venerability assessment program, and security policies. 3.3.7. Preliminary Cost Opinion The ENGINEER will prepare and submit a budgetary -level opinion of probable construction cost of the overall site development, not including the cost of the plants or "common" facilities. The ENGINEER shall develop a cost trending model to be utilized throughout the entire planning and design phases. Cost estimates will include both capital and annual operation and maintenance (O&M) costs. O&M costs will be estimated for both initial establishment of the site facilities (excluding the plant and common facilities) and the long term sustainable operation. 3.4. Site Related Design 3.4.1. Landscape Buffer Early Work 3.4.1.1. Preliminary Design The ENGINEER will prepare preliminary landscape buffer design plans for perimeter of Project (approximately 19,160 lineal feet). Consideration will be given to the location of existing residential structures and the probable location and height of the new treatment facilities. A Page 31 of 124 draft preliminary design will be developed for review and comment by COUNTY. Opinion of probable cost will also be developed and presented. COUNTY comments will be incorporated into a final preliminary design. 3.4.1.Z Final Design Upon review, revision, and acceptance by COUNTY, the ENGINEER will prepare final landscape design plans for the perimeter buffer. Deliverables will include the landscape plans, irrigation schematics, details and implementation notes. An opinion of probable construction costs will be prepared. 3.4.1.3. Permitting The ENGINEER will submit plans to County Environmental and Development Services (CEDS) for approval as a Site Improvement Plan focusing on the landscape buffer and irrigation only as a stand alone task. 3.4.1.4. Construction Services Provide the following services during construction: • Periodic site inspections (one per week or more frequently as required) • Prepare notes of construction meetings with emphasis problems and measures for corrective actions. • Interpretation of design documents • Review of construction contractor's pay requests • Prepare punch list at final inspection • Review project at the end of the warranty period and determine if corrective actions are required 3.4.2. Site Development Plan (SDP) This task consists of the planning, design and permit application preparation relating to site clearing, grading and design of the NEWRF, NEWTP and common area including stormwater management water quality treatment ponds, 2-lane rural section entrance road including power and technology infrastructure from Immokalee Road to the water/wastewater treatment plant sites, turning lanes on Immokalee Road, connection to treated potable water mains located at intersection of Immokalee Road (discharge from WTP), connection to influent raw wastewater Page 32 of 124 force main located at intersection of Immokalee Road (influent to WRF), reclaimed water main from NEWRF towest.side of Immokalee Road (effluent from WRF). 3.4.2.1. Permitting 3.4.2.1.1. Pre -application meetings The ENGINEER will attend pre -application meetings with South Florida Water Management District (SFWMD), Florida Department of Environmental Protection (FDEP) and the Collier County Community Development and Environmental Services Division (CDES). Items to be discussed at the pre -application meetings will include storm water management, excavations, utilities and other site related components. 3.4.2.2. Permit Applications Preparation The permit applications required for this SDP include CDES Excavation Permit, CDES Site Development Plan (SDP), Collier County DOT Right -of -Way, SFWMD General Permit Modification, and Florida Department of Environmental Protection (FDEP) Water and Sewer and General Permit applications, and other such permits as required. All fees required for permits will be paid for by Collier County. 3.4.2.3. Site Design Prepare site development plans and technical specifications for site paving, stormwater management and drainage, wastewater transmission, potable water distribution systems for the Project in accordance with the Client approved site plan. 3.4.2.4. Interior Landscape Design Prepare interior landscape plans for parking and building areas which will indicate location, size, quantity of trees, palms, shrubs, and ground covers. Plans will include typical planting details and specifications. Provide irrigation plans, which will include irrigation water source connection, mainline routing, sprinkler head locations, interconnect piping, valves and controllers. Plans will include irrigation details. The irrigation source is to be potable water. 3.4.2.5. Opinion of Probable Construction Cost Prepare an Opinion of Probable Construction Cost relating to site development. Page 33 of 124 3.4.2.6. Copies of Site Development Plans Furnish copies of site development plans to the utility providers of electrical power, telephone and cable television to facilitate their service planning. Submit the required construction completion notices and certifications to the required governmental agencies having jurisdiction over project. 3.4.2.7. Site Related Record Drawings Prepare record drawings of completed work based on information obtained from the CM@Risk. 4.0. Water Reclamation Facility (NEWRF) For development of this scope and associated budget estimate and schedule, it is assumed that the NEWRF consists of a 2-mgd water reclamation facility (ultimate capacity 6 mgd) meeting reclaimed water standards. 4.1. NEWRF Design Basis Upon written authorization of the COUNTY, a NEWRF Design Basis Report will be developed by the ENGINEER for COUNTY review, comment, and approval, prior to initiating preliminary and final design services. NEWRF Design Basis Report will be developed concurrently with NEWTP and Common Facilities Design Basis Reports. 4.1.1. Project Workshops Bi-weekly meetings (10 meetings per project schedule) with COUNTY representatives will be conducted throughout the Design Basis Phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. Meetings for NEWRF, NEWTP, and Common Facilities will be scheduled for the same day to promote project efficiency. The CM@RISK (if already selected by COUNTY) may also participate in each meeting and provide pertinent input when required. A firm day and time will be established for all bi-weekly meetings. Meeting objectives will be to reach decisions on pertinent issues relative to the specific topic being addressed. The ENGINEER will prepare and distribute agendas and minutes for each meeting incorporating agenda items and meeting minute corrections provided by the COUNTY. Agendas will be submitted to the COUNTY at least two days prior to the meeting. Draft minutes Page 34 of 124 will be submitted to the COUNTY no more than three working days following each meeting; COUNTY, will provide comments no more than three working days after receipt of draft minutes.. Agendas and final minutes will be posted to the collaborative project web site for additional access by the project team. 4.1.2. Design Criteria Development The ENGINEER will work closely with COUNTY staff in the identification and development of applicable design criteria for the NEWRF. 4.1.2.1. Wastewater Flow and Quality Characteristics Wastewater characteristics will be determined primarily by reviewing existing wastewater influent data from Orange Tree Utilities. Additional influent data from the COUNTY's North and South Water Reclamation Facilities will also be reviewed to determine expected wastewater characteristics. Wastewater quality parameters will include BOD, TSS and VSS, ammonia and total nitrogen. The ENGINEER will also coordinate with COUNTY staff to determine applicable design peaking factors. Anticipated water quality permit limits and COUNTY treatment goals will be assessed. 4.1.2.2. Process Modeling and Calculations The ENGINEER will utilize BioTranTm and BioWinTm dynamic process modeling software to simulate the overall water reclamation processes, including primary, secondary, tertiary treatment and solids processing. Process model simulations will include both startup, buildout and expansion conditions. The ENGINEER will develop mass balances for the critical water quality parameters for the NEWRF. The ENGINEER will perform hydraulic calculations to develop preliminary hydraulic profiles for the NEWRF. 4.1.2.3. Evaluation of New, Proven Technologies ENGINEER will evaluate new, proven technologies related to the NEWRF, such as membrane bioreactors (MBRs). Page 35 of 124 Specific efforts will include technology transfer workshops with COUNTY staff to present information, advantages, disadvantages, relative design criteria, costs, and other pertinent information relative to the technologies requested. ENGINEER will coordinate with selected acceptable manufacturers to develop preliminary proposals for COUNTY review and consideration. If required, pilot testing of said technologies, processes or equipment would be provided as an additional service. 4.1.2.4. Treatment Processes The ENGINEER will coordinate with COUNTY staff to perform an assessment of proposed unit operations for the NEWRF, including process modeling as appropriate, to meet current and anticipated water quality limits, flows, loadings and other site requirements. Preliminary assessments of the capital and O&M costs for each process alternative will be included. The ENGINEER will review and develop applicable design criteria for the treatment process alternatives selected. Process flow diagrams and site layouts will also be developed. Site layouts for the NEWRF will identify general flow stream layout and unit process locations; potential unit processes at buildout; anticipated increments for plant expansions based on anticipated projections; and setback requirements at buildout on all sides of property. Two technical memoranda will be produced in conjunction with this task: Secondary Process Alternatives Analysis; and Filtration Alternatives Analysis. 10 copies of the draft memoranda will be submitted to COUNTY for review and comment. COUNTY will provide comments within 2 weeks. After incorporation of comments, 10 copies of the final memoranda will be delivered. 4.1.2.5. NEWRF Facilities Tours To promote effective consideration and evaluation of promising technologies not currently applied at COUNTY facilities, the ENGINEER will work with COUNTY staff to determine appropriate technologies to inspect at operational facilities. ENGINEER will identify up to 3 facilities and arrange for tours and interviews with operations and maintenance staff. ENGINEER will accompany COUNTY staff and will produce a trip report with narrative, photos, data, and brochures. Page 36 of 124 4.1.2.6. Solids Handling Strategies The ENGINEER will identify overall solids handling_. strategies for the NEWRF, including blending, thickening, digestion, dewatering, storage, and disposal options. Evaluation will include on -site and off -site traffic and routing issues associated with single -shift, double -shift, or continuous solids dewatering and disposal. A draft Solids Handling Technical Memorandum will be produced in conjunction with this task, and 10 copies will be submitted to COUNTY. After incorporation of comments, 10 copies of the final memorandum will be distributed. 4.1.2.7. NEWRF Security Plan ENGINEER shall develop a security plan for the NEWRF complementing the security planning component for the overall site. The plan shall include the following primary components: • Plant Site Hardening (perimeter and individual structures) • Electronic surveillance (cameras, alarms, motion detection) • Communications • Security staffing • Recommendations for emergency response • Recommendations for operations staff training Development of the plan shall be coordinated with the COUNTY'S existing emergency response plans, vulnerability assessment plan and security procedures. 4.1.2.& Preliminary Cost Estimate The ENGINEER will prepare and submit a budgetary -level opinion of probable construction cost, with the intention of developing a cost trending model to be utilized throughout the entire planning and design phases. Cost estimates will include both capital and annual operation and maintenance (O&M) costs. O&M costs will be estimated for both initial start-up and design capacity conditions. Life -cycle cost analyses will also be developed and documented. 4.1.2.9. Design Basis Report Development The ENGINEER will summarize the hydraulic and treatment goals, flow rates and loadings, treatment process elements and facility selection criteria, preliminary process flow diagrams and site layouts, preliminary cost estimates, project schedule, and other applicable information into Page 37 of 124 a Design Basis Report. This report will be used as the basis of design to submit to the Florida Department of .Environmental Protection (FDEP) permit applications. 10 copies of the draft Design Basis Report will be developed and submitted to the COUNTY for review and comment. A three-week review period by the COUNTY will be allotted. Upon incorporation of comments, 10 copies of a final Design Basis Report will be submitted to the COUNTY for distribution. The report will also be stored on the collaborative project web site for access by project stakeholders. 4.1.2.10. Peer Review The ENGINEER will perform an internal quality management peer review of the Design Basis Report prior to submitting a draft version to COUNTY. The ENGINEER will document the peer review approval with a letter signed by each member of the peer review team. 4.1.3. Permitting Assistance The ENGINEER will meet with COUNTY staff and permitting agencies to review the Design Basis Report and determine required permitting procedures. Anticipated agencies include FDEP, SFWMD, Collier County Stormwater Management, Collier County Transportation Services and Collier County Community Development and Environmental Services. 4.2. PRELIMINARY DESIGN The ENGINEER will complete a preliminary design in accordance with the design concepts set forth in the Design Basis Report. The preliminary design will be in the form of the Design Basis Report and the NEWRF Preliminary Decision Log. NEWRF Preliminary Design will be conducted concurrently with NEWTP and Common Facilities Preliminary Designs. 4.2.1. Project Workshops Bi-weekly workshops (12 meetings per schedule) with COUNTY representatives will continue throughout the Preliminary Design Phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. Process control workshops with COUNTY operational staff will be conducted to obtain input from the end user groups, including operations, maintenance, PUED staff, laboratory, and management groups. If available, the CM@RISK will also participate in each meeting and provide pertinent Page 38 of 124 input when required. Meeting objectives will be to reach decisions on pertinent issues relative to the specific topic being addressed. Meetings for...NEWRF, NEWTP, and Common Facilities will be scheduled for the same day to promote project efficiency. The ENGINEER will prepare and distribute COUNTY approved agendas and minutes for each meeting. Agendas will be submitted to the COUNTY at least two days prior to the meeting. Draft minutes will be submitted to the COUNTY no more than three working days following each meeting; COUNTY will provide comments no more than three working days after receipt of draft minutes. Agendas and final minutes will be posted to the collaborative project web site for additional access by the project team. 4.2.2. Conceptual Design Development The Design Basis Report previously developed will be further refined to resolve outstanding design issues; further develop process and equipment sizing; review applicable codes, standards, and design criteria; and update the preliminary capital and annual O&M cost estimates. The ENGINEER shall develop preliminary conceptual cash flow analysis for the project. 4.2.2.1. Codes and Standards Review The ENGINEER will review and summarize applicable Federal, State and Local building and safety codes, standards, zoning ordinances and records, permit requirements, and environmental regulations as they apply to the final design efforts. ENGINEER will coordinate with COUNTY regarding the appropriate edition of codes and standards for use on the project. 4.2.2.2. Energy Management The ENGINEER will perform a preliminary power needs assessment for the new facilities, including incoming power feed requirements and standby power generation requirements (including design outage criteria and plant loads during design outage) to supplement and update the utility information developed in the Site Master Plan and Engineering Report. This assessment will include an update of the preliminary estimation of power loads required throughout the various site facilities and design strategies. The ENGINEER will coordinate with the local power utilities - FP&L and Lee County Electric CO-OP (LCEC) - regarding available power to the site, including requirements for ultimate Page 39 of 124 buildout of the facilities. Coordination will include feeders, switching, voltage transformers and sectionalizing gear requirements; anticipated downtime frequencies .and durations and standby protection with bumpless transfer. Estimated construction costs for feeders and corresponding equipment, as well as anticipated power rates, will also be discussed. The ENGINEER will attend coordination meetings with power utilities' and COUNTY representatives to review estimated power and information needs. The ENGINEER will also request a preliminary service design from the power utilities for use in developing the facilities detailed electrical design. 4.2.2.3. Instrumentation and Controls System The ENGINEER will develop preliminary plant control system architecture diagrams and control and monitoring strategies for defining local manual/automatic and remote manual/automatic monitoring and process control requirements. Efforts will include development of preliminary process and instrumentation diagrams (P&IDs) and control descriptions. 4.2.2.4. Process and Hydraulics Review The ENGINEER will review the process and hydraulic design concepts, including flow routing, hydraulic capacity assessment, layout of facilities, flexibility for future expansion, and reliable capacity based on selected design criteria. 4.2.2.5. Operability Review The ENGINEER will perform and COUNTY may participate in an operability review of the preliminary design documents. This review will be conducted to verify that the preferred operational strategies and control philosophy are being properly implemented. Efforts will include review of the applicable design criteria, conditions, and assumptions; design calculations; preliminary equipment data sheets; and equipment and instrumentation list. The ENGINEER shall provide documentation of the operability review in the form of a letter signed by each member participating in the review. 4.2.2.6. Security and Safety Review The ENGINEER will perform and COUNTY may participate in a security and safety review of the Preliminary Design. This review will be conducted to verify that the security and safety aspects of the jacility are adequate. The ENGINEER shall provide documentation of the Page 40 of 124 Security and Safety review in the form of a letter signed by each member participating in the review. 4.2.2.7. Value Engineering The ENGINEER will support the design assessment by participating in value engineering (VE) at the end of the Preliminary Design stage. The NEWRF Project Manager will be responsible for coordinating and scheduling this task. Specific objectives include: 1) presenting the Design Basis Report, preliminary design documents, and a list of key elements, issues and challenges, to the VE team; 2) receive initial VE comments and prepare written responses to questions posed by the VE team; and 3) prepare a final memorandum outlining responses and final actions to VE recommendations. 4.Z.2.8. NEWRF Preliminary Design Decision Log Upon completion of the various preliminary design tasks, ENGINEER will summarize the results in a decision log that will supplement the NEWRF Design Basis Report. A draft NEWRF Preliminary Decision Log will be developed and submitted to the COUNTY for review and comment. A three-week review period by the COUNTY will be allotted. Upon receipt of comments, a final decision log will be submitted to the COUNTY for distribution. The decision log will also be stored on the collaborative project web site for access by project stakeholders. 4.2.2.9. Peer Review Prior to delivering the draft to COUNTY, the ENGINEER will present the NEWRF Preliminary Design Decision Log to internal peer review team members to finalize process, process controls and operational strategies, and design criteria. The ENGINEER shall submit a letter signed by the peer review team members to document approval of the NEWRF Preliminary Design Decision Log. 4.2.3. NEWRF Documents Development Plan Prior to initiating final design services, the various document development strategies will be finalized and developed into a draft Design Documents Development Plan. These components include CADD standards and formats; drawing nomenclature; tag numbering scheme; preliminary equipment and instrumentation list; and early procurement strategies. Page 41 of 124 4.2.3.1. CADD Standards and Formats The ENGINEER will develop and submit CADD standards..and formats to be followed for all design drawings for review and approval by the COUNTY. CADD standards and formats will include title block and borders, drawing file naming, layering guidelines, standard appearance, coordination requirements, standard abbreviations, symbols and legends, and record -keeping requirements, and will incorporate Collier County Public Utilities Engineering Department formats where appropriate. CADD drawings will be tied to COUNTY GIS system. CADD standards and formats will be consistent among NEWRF, NEWTP, and Common Facilities. 4.2.3.2. Drawing Nomenclature The ENGINEER will develop and submit the nomenclature for design drawings to be used for the final design documents, for review and approval by the COUNTY. Nomenclature will include delineation of drawings by specific building and/or plant process area, as well as by discipline, and will identify a sequential numbering scheme. Drawing nomenclature will be consistent among NEWRF, NEWTP, and Common Facilities. 4.2.3.3. Tag Numbering Scheme The ENGINEER will develop and submit a preliminary tag numbering scheme for equipment, valves, and field instrumentation, for review and approval by the COUNTY. Tag numbering scheme will include equipment, valve, or instrument letter abbreviations and numerical identifiers. Discussions with COUNTY staff regarding any necessary coordination of NEWRF and NEWTP tag numbering with other established COUNTY facility tag numbering or comprehensive system -wide monitoring requirements (if appropriate) will also be included. 4.2.3.4. Equipment and Instrumentation List The ENGINEER will develop and submit a preliminary equipment and instrumentation list for anticipated items, in accordance with the proposed tag numbering scheme, for review and approval by the COUNTY. The equipment list will be maintained as a baseline to determine potential project definition changes, if necessary. 4.2.3.5. Early Procurement Strategies The ENGINEER will develop and submit strategies for early procurement of applicable process equipment for review and approval by the COUNTY. Strategies will include identification of Page 42 of 124 acceptable manufacturers, vendors and/or suppliers; identification of the appropriate technical specification sections relating to equipment and appurtenances; development_ of preliminary scope of supply (including training, start-up, submittal preparation, O&M manual preparation, performance testing, operating protocols, extended warranties, and service agreements), identification of additional design drawings required to supplement technical specifications, and preliminary estimate of lead-time for equipment. 4.2.3.6. Design Documents Development Plan The ENGINEER will summarize the standards, lists, and schemes into an overall Design Documents Development Plan. A draft plan will be developed and submitted to the COUNTY for review, comment, and approval prior to initiation of detailed design efforts. A three-week review period by the COUNTY will be allotted. Upon incorporation of comments, a final plan will be submitted to the COUNTY for distribution. The Project Manager will distribute copies of final plan to Project Team members for coordination and use throughout the remainder of the project. The plan will also be stored on the collaborative project web site for access by project stakeholders. 4.3 NEWRF FINAL DESIGN Upon written authorization, the ENGINEER will complete a final design in accordance with the design concepts set forth in the Design Basis and Preliminary Design Phases. The final design services will include a multi -discipline design approach. Final Design of NEWRF, NEWTP, and Common Facilities will be conducted concurrently. Detailed drawings, specifications, and details will be developed for civil, architectural, landscaping, structural, mechanical, HVAC, plumbing, fire protection, electrical, and instrumentation. Design drawings will be two-dimensional (2-D) in AutoCAD Release 2004 format, full-size 24" x 36", in accordance with CADD standards and formats previously submitted and approved. Technical specifications will be based on the 16-Division format of the Construction Specifications Institute (CSI) in MS Word format. In addition to technical specifications, ENGINEER will coordinate with COUNTY and CM() -RISK to develop necessary General Page 43 of 124 Conditions, Supplemental Conditions, and Special Provisions associated with the CCMM c _RISK contract(s). Electronic copies of documents will be available on CD, with interim submittals in PDF format. 4.3.1. Project Workshops Monthly workshops (11 meetings per schedule) with COUNTY representatives will continue throughout the Final Design Phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. The CM@RISK may also participate in each meeting and provide pertinent input when required. NEWRF, NEWTP, and Common Facilities Meetings will be scheduled for the same day. The ENGINEER will prepare and distribute COUNTY approved agendas and minutes for each meeting. Agendas will be submitted to the COUNTY at least two days prior to the meeting. Draft minutes will be submitted to the COUNTY no more than seven days following each meeting; COUNTY will provide comments no more than seven days after receipt of draft minutes Agendas and final minutes will be posted to the collaborative project web site for additional access by the project team. 4.3.2.60 Percent Design 4.3.2.1. Design Submittal The 60 percent design review submittal will include the various discipline preliminary plans, specifications and details as appropriate to the level of design at the time of the submittal. A copy of the 30 percent COUNTY design submittal comments log including resolution of each comment by the ENGINEER will be provided with the 60 percent submittal. 4.3.2.2. Constiuctability Analysis The ENGINEER will participate in an independent constructability analysis of the plans and specifications at the 60 percent design review submittal stage. This review will consist of a review of the design for the use of practical cost-effective construction measures, procedures and scheduling; review of required construction activities and their effect on existing equipment, process and operation; compliance with life safety codes, review and coordination of contract provisions and construction details to minimize potential conflicts and claims, and other aspects Page 44 of 124 related to the construction of the facility. Efforts will include review of the updated control descriptions; updated design calculations; updated equipment data sheets. (with catalog cuts); and updated equipment and instrumentation list. The constructability analysis will be conducted by a team of experienced professionals nominated by the ENGINEER and the CM@RISK, and others selected by the COUNTY. The COUNTY will be responsible for providing the support resources and the location for this task. 4.3.2.3. Design Review Workshop The ENGINEER will conduct a two-day submittal review workshop following the sixty percent (60%) design submittal to the COUNTY. A three-week review period by the COUNTY will be allotted. The CM@RISK will also participate in workshop and provide pertinent input when required. The ENGINEER will develop a log of COUNTY review comments and submit with 90 percent design review submittal. 4.3.2.4. Estimate of Probable Cost ENGINEER will assist CM(& -RISK in developing an estimate of probable cost who will submit to the COUNTY. 4.3.3. 90 Percent Design 4.3.3.1. Design Submittal The 90 percent design review submittal will include the various discipline preliminary plans, specifications and details as appropriate to the level of design at the time of the submittal. A copy of the 60 percent design submittal comments log will also be provide with the 60 percent submittal. 4.3.3.2. Detailed Quality Management Check ENGINEER will perform an internal detailed quality management check of the plans and specifications prior to submittal of the 90 percent design review package to the COUNTY and other applicable review agencies. This check will include a review of the plans and specifications for conformity with the local, state and federal guidelines; as well as coordination between the process and mechanical work with specialty groups, including civil, architectural, structural, HVAC, plumbing, fire protection, electrical and instrumentation. Efforts will include Page 45 of 124 items identified on ENGINEER's detailed checklist, in accordance with the Project Design Services and Quality Management Plan. 4.3.3.3. Design Review Workshop The ENGINEER will conduct a three-day submittal review workshop following the 90 percent design submittal to the COUNTY. A four -week review period by the COUNTY will be allotted. The CM@RISK will also participate in workshop and provide pertinent input when required. The ENGINEER will develop a log of COUNTY review comments and submit with 100 percent submittal. 4.3.3.4 Final Cost Estimate At 90 percent design, ENGINEER will assist CM RISK in updating the opinion of probable cost and provide an updated estimate to the COUNTY. A 3rd party cost estimator provided by the COUNTY will review CM@RISK cost estimate and provide an independent estimate. 4.3.4 100 Percent Design The ENGINEER will finalize, seal and submit design drawings, specifications and details following receipt and incorporation of COUNTY and review agency comments. COUNTY comments may include edited comments from the CM@RISK. ENGINEER will pre -submit one (1) copy of the 100 percent design documents (along with copy of 90 percent design submittal comments log) to COUNTY for back -check review prior to submitting final documents. Electronic copies of final documents will also be provided on CD. Following a final review by the COUNTY, the ENGINEER shall provide ten (10) complete sets of signed and sealed final drawings, specifications and details for public record and construction. Additional sets or partial sets will be provided by the ENGINEER as required for regulatory permit applications. All design drawings; specifications and details provided for permitting purposes shall be so indicated and shall be signed and sealed only as required by the permitting agency. 4.3.5. Assist with GMP Negotiations The ENGINEER will assist COUNTY in negations of guaranteed maximum price (GMP) with CM _RISK. Page 46 of 124 4.3.6. Permitting Assistance Based on the required permitting procedures determined during Task 3.3, the ENGINEER will prepare and assist the COUNTY with submission of the required permitting packages to the appropriate agencies. All permit application fees will be paid directly to the respective agencies by the COUNTY. The ENGINEER will review agency comments from each of the initial application submittals, as applicable, and will prepare responses on behalf of the COUNTY. 4.4. NEWRF SERVICES DURING CONSTRUCTION The ENGINEER will be responsible to the level of competency and standard of care presently maintained by other practicing Professional Engineers performing the same or similar type of work at the time notice to proceed is issued. Standard of care, as applied. to design professionals, will be defined as the ordinary and reasonable care required and established by expert testimony of what a reasonable and prudent professional would have done under the same or similar circumstances. The ENGINEER will provide services for each phase of construction to establish that the work being performed by the CM@RISK is in conformance to the requirements of the Contract. The ENGINEER will provide the services of a Resident Engineer and other project representatives (if required) for the duration of construction activities. The Resident Engineer and other project representatives may be responsible for services related to the construction of other facilities, including but not limited to the Common Facilities and the WTP that comprise this Project. The ENGINEER will not be responsible for the means, methods, techniques, sequences, or procedures or construction selected by CM@RISK, or the safety precautions and programs incident to the work of CM@RISK, and will not be responsible for CM@RISK's failure to carry out work in accordance with the Contract Documents. 4.4.1. Resident Engineer Page 47 of 124 The services of one full-time Resident Engineer will be provided for the duration of the construction, startup and training period for the purpose of handling field communications with the CM@RISK, monitoring the day-to-day construction activities, and verifying field conditions in accordance with the intent of the Contract Documents. The Resident Engineer shall accompany the CEI to periodically observe the progress of construction and inspect critical materials, installations or facilities. The Resident Engineer will provide the COUNTY monthly progress reports that present the activities of the past period and anticipated activities of the upcoming period. The Resident Engineer shall provide other related Project services as required. 4.4.2. Pre -Construction Conference Prior to the beginning of construction activities, CM@RISK will organize, schedule and oversee a pre -construction conference with the COUNTY, the Resident Engineer, the CEI and the Construction Subcontractors. 4.4.3. Weekly Progress and Monthly Status Meetings The Resident Engineer will participate in weekly progress and monthly status meetings (28 per schedule) with the CM@RISK, Subcontractors and other COUNTY representatives throughout the construction phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. Prior to each meeting, the Resident Engineer will prepare relevant information to be addressed. Meeting objectives will be to reach decisions on pertinent issues relative to the specific topic being addressed. The Resident Engineer will capture COUNTY -approved decisions through meeting minutes, to be distributed to meeting attendees for review and approval. Following receipt of comments, the Resident Engineer will prepare final minutes for distribution. 4.4.4. Review of Construction Schedule The ENGINEER will review the CM@RISK's Construction Schedule. The Schedule will include all construction activities in accordance with the Contract requirements, satisfaction of the Contract requirements for timeliness, and will include all information and logic with respect to task sequencing conditions. The ENGINEER and CM@RISK will collaborate on modifications to the schedule until both the ENGINEER and CM@RISK are satisfied that the schedule Page 48 of 124 accurately reflect the appropriate schedule of activities for the Project. Upon satisfaction of the ENGINEER and the CM@RISK, the ENGINEER.. shall submit the approved schedule to the COUNTY for final approval as the "Approved Construction Schedule" which will be incorporated into the Master Project Schedule. 4.4.5. Submittal Review The ENGINEER will establish and maintain a system for the review of submittals by the CM@RISK (i.e., samples, schedules, and shop drawings) for conformance to the design concept of the project and for compliance with the Contract Documents; and will assemble written guarantees and operating manuals required of the CM@RISK. The submittal review systems will be structured and managed to provide timely review and response to the CM@RISK's submittals. The ENGINEER will review and return submittals within the calendar days set forth in the Contract Documents for the project. The Resident Engineer will maintain the following submittal files: • ENGINEER's File — Contains copies of submittals whether accepted or rejected. This filing system will be organized, formatted, and numbered in parallel with the Contract Documents. This file will be a complete submittals file, and will be kept on -site at the Resident Engineer office. A complete redundant copy of the ENGINEER's File will be kept at a separate location and will be updated weekly. • COUNTY's File — Contains copies of accepted submittals only. This file will be turned over to the COUNTY after the project is complete. • Project Files — Contains copies of accepted submittals. 4.4.6. RFIs and RFAs Requests for Interpretation (RFIs) and Requests for Alternates (RFAs) from the CM@RISK will be logged by the Resident Engineer. The Resident Engineer will be responsible for the preparation and response to the RFIs and RFAs and that the field personnel have been provided the appropriate level of information relative to the request. The goal for responding to RFIs and RFAs is 3 business days with a maximum of 7 business days. Should the Resident Engineer require time beyond 7 business days to prepare a response, the Resident Engineer will provide to the COUNTY a memorandum detailing the issues, actions required to develop a response, and time estimate for response submittal. The Resident Engineer will respond to general requests for information and/or alternates from the CM@RISK to provide supplemental Page 49 of 124 information. The Resident Engineer will issue clarifications to the CM@RISK as required to clarify_, discrepancies in the Contract Documents. Should an RFA require additional design effort by ENGINEER, the ENGINEER will be compensated for this effort as extra work. The Resident Engineer shall keep a log showing the receipt and response date of each RFI or RFA. 4.4.7. Change Order Requests and Work Directives The Resident Engineer will review and analyze Change Order Requests, whether initiated by the COUNTY, or the CM@RISK. The Resident Engineer will initiate Change Order Requests only after review and acceptance by the COUNTY. Resident Engineer review and analysis of Change Order Requests will include scope and pricing information submitted by the CM@RISK as part of the request, and will include field review and discussions with the CM@RISK and COUNTY regarding the request. Special design services required for a CM@RISK or COUNTY requested change order 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 ENGINEER reserves the right to negotiate additional engineering services fees. The Resident Engineer will process Change Orders for the project. These services will include, but not be limited to: • 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 CM@RISK. • Preparation of the Change Orders for the COUNTY's execution. • Assist with Executive Summary preparation. • Other support services as required. Page 50 of 124 4.4.8. Collaborative Project Web Site The Resident Engineer will utilize the project collaborative web site (initially developed during the earlier phases of the project and maintained by the ENGINEER) for electronic storage of project correspondence, photos, and other construction -related documents. Other COUNTY initiated Project related information may be displayed on the web site during construction including, but not limited to, real time video imaging. 4.4.9. Review CM@RISK Pay Requests The Resident Engineer will, on a monthly basis, estimate the compensation due the CM@RISK 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 independent CEI will represent to the ENGINEER and the COUNTY that the quality of the work authorized for payment is generally in accordance with the Contract Documents. The Resident Engineer review will include a numerical and mathematical check of quantities, values, percentages of the completed work, schedule, and if applicable, schedule recovery plan. 4.4.10. Final Inspections One formal final inspection will be conducted jointly with the Resident Engineer, COUNTY representatives, the CM@RISK, and Subcontractors for Substantial Completion and one formal inspection for Final Completion. Additional informal inspections will be conducted by the Resident Engineer and CEI during the final stages of construction before Substantial and before Final Completion. A formal punch list of incomplete work will be developed jointly with the Resident Engineer, the CEI and the COUNTY field representatives after Substantial Completion and will be issued to the CM@RISK in accordance with the Contract Documents. Multiple, informal punch lists may be prepared jointly by the Resident Engineer and the CEI to aid the CM@RISK with the closeout of the Project construction. Page 51 of 124 4.4.11. Startup Services and Consultation Appropriate engineers and field personnel will be provided by the ENGINEER to assist COUNTY staff with startup and performance testing of mechanical and process equipment in order to verify that equipment and systems performance, operational and acceptance field testing, and startup are conducted as required by the Contract Documents and in the presence of the required personnel, and that the CM@RISK maintains adequate records thereof. All startup and performance testing observations and records will be reported to the Resident Engineer with appropriate details relative to the test procedures and startups. In cooperation with the CM a_RISK, Subcontractors, manufacturers and suppliers, performance test data will be collected and compiled by the Resident Engineer and provided to the COUNTY and any performance or warranty guarantee holders. Other duties will include: • Attend sequencing and startup meetings with the appropriate parties including a kick-off meeting to enhance coordination and scheduling. • Interface between COUNTY staff and equipment manufacturer representatives, specialist, and appropriate startup technicians provided by the CM@RISK, Subcontractors, manufacturers and suppliers. • Assist in monitoring system performance and provide comments and recommendations regarding the results. 4.4.12. Operator Training The ENGINEER will lead and coordinate with CM@RISK and manufacturers on operator training to COUNTY staff for mechanical equipment, process control software, and other operational aspects. The training will focus on design intent, maintenance and include special focus on the wastewater treatment processes control and monitoring installed. A combination of classroom and hands-on training methods will be utilized. O&M manuals and field operating protocols will be used in the training and each component will be identified in the field. Curriculum will be developed along -side COUNTY staff and approved prior to start of training. Training will be validated through testing and interactive exercises. The COUNTY, at its option will be permitted to have all training sessions recorded for future COUNTY training purposes only. Page 52 of 124 4.4.13.Operations and Maintenance Manual The ENGINEER will., prepare a comprehensive Operations and Maintenance Manual (O&M Manual). The O&M Manual will include necessary information required to operate installed equipment. Information will include vendor data and manufacturers cut sheets, detailed sketches and drawings, equipment locations, P&IDs, equipment tag numbers, spare parts listing, vendor -recommended spare parts and reliability stocking levels and life expectance, and other equipment specific information. In addition, effective operating protocols will be developed, in cooperation with the plant operators, to coincide with the design intent. 10 copies of the Final Draft O&M Manual will be provided at the time of substantial completion. 10 copies of the Final O&M Manual will be provided prior to final completion. ENGINEER will convert the Final O&M Manual to HTML and PDF format and will provide these files on CD. A database will be provided to include process, component, recommended spare parts, vendors, and inventory. Databases will be organized consistent with the O&M manuals and tag numbers assigned to each component. The database will be delivered in Microsoft Access format, and the COUNTY's Allmax Op 10 system representatives will be contacted to ensure direct compatibility and the ability to import directly. Vendors will be required to recommend spare parts, reliability and redundancy stockage items, life expectancy, and estimated installed costs for each component, including routine, long-term, and specialty maintenance. 4.4.14. Final Certification The ENGINEER will provide final certifications to certify construction completion with the various permitting agencies and the COUNTY. Certifications forms, record drawings and other information will be submitted as required. 4.4.16. Record Drawings The ENGINEER will review the progress of development of the CM@RISK's record drawings quarterly throughout the course of construction. Upon completion of construction, the CM@RISK will produce an end -of -project set of Record Drawings for the COUNTY. Page 53 of 124 CM@RISK will revise the contract drawings to show as -constructed conditions and will furnish one electronic copy, one reproducible Mylar copy, and 5 original sets to the COUNTY. Record drawings will be provided prior to final completion. 4.4.16. Warranty Correction Period and Operational Assistance The ENGINEER will provide engineering services throughout the warranty correction period for construction contract. The ENGINEER will provide monthly trips to the project site to evaluate issues that have initiated during the month. The ENGINEER will maintain a correction item list throughout this period and coordinate the resolution of identified issues with the COUNTY and the CM@RISK. The ENGINEER will provide technical expertise to review each issue and will prepare an individual written response to address each issue and how each was addressed. During the 11th month of the 12-month correction period, the ENGINEER will perform a detailed on -site final walk-through to identify the remaining correction issues and to establish the method of final resolution of these issues prior to the expiration of the 12-month correction period. 5.0 Water Treatment PLANT (WTP) For development of this scope and associated budget estimate and schedule, it is assumed that the WTP consists of a 10-mgd brackish groundwater treatment plant (ultimate capacity 20 mgd) with 12-mgd above ground finished water storage and a 10-mgd high service pumping station (ultimate 20 mgd). 5.1 WTP Design Basis Upon written authorization of the COUNTY, a VVTP Design Basis Report will be developed by the ENGINEER for COUNTY review, comment, and approval, prior to initiating preliminary and final design services. The NEWTP Design Basis Report will be developed concurrently wit NEWRF and Common Facilities Design Basis Reports. 5.1.1. Project Workshops Bi-weekly meetings (10 meetings per project schedule) with COUNTY representatives will be conducted throughout the Design Basis Phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. Meetings for NEWRF, NEWTP, and Common Facilities will be scheduled for the same day to promote Page 54 of 124 project efficiency. The CM@RISK (if already selected by COUNTY) may also participate in each meeting and. provide pertinent input when required. A firm day and time will be established for all bi-weekly meetings. Meeting objectives will be to reach decisions on pertinent issues relative to the specific topic being addressed. The ENGINEER will prepare and distribute agendas and minutes for each meeting incorporating agenda items and meeting minute corrections provided by the COUNTY. Agendas will be submitted to the COUNTY at least two days prior to the meeting. Draft minutes will be submitted to the COUNTY no more than three working days following each meeting; COUNTY will provide comments no more than three working days after receipt of draft minutes. Agendas and final minutes will be posted to the collaborative project web site for additional access by the project team. 5.1.2. Design Criteria Development The ENGINEER will work closely with COUNTY staff in the identification and development of applicable design criteria for the NEWTP. 5.1.Z1. Water Quality Characteristics The ENGINEER will review raw water quality data collected as part of the Northeast Regional Water Treatment Plan Preliminary Wellfield Design, Wellfield Reliability Improvements and Expansion Program. Raw water quality parameters will include TOC, TDS, chloride, sulfate, hardness, alkalinity, barium, strontium, silica, hydrogen sulfide, SDI and turbidity. This data will be used to determine treatment design requirements for the NEWTP. Finished water quality data will be collected from Collier County's South and North WTPs and be used to assess finished water quality goals. 5.1.ZZ Process Modeling and Calculations The ENGINEER will utilize element manufacturer models to develop array configuration. Process model simulations will include both startup and buildout conditions. The ENGINEER will develop mass balances for the critical water quality parameters for the NEWTP. Page 55 of 124 The ENGINEER will perform hydraulic.calculations to develop preliminary hydraulic profiles for the NEWTP. 5.1.2.3. Evaluation of New, Proven Technologies ENGINEER will evaluate new, proven technologies related to the NEWTP, such as new membrane types. Specific efforts will include technology transfer workshops with COUNTY staff to present information, advantages, disadvantages, relative design criteria, costs, and other pertinent information relative to the technologies requested. ENGINEER will coordinate with selected acceptable manufacturers to develop preliminary proposals for COUNTY review and consideration. If required, pilot testing of said technologies, processes or equipment would be provided as an additional service.. 5.1.2.4 Treatment Processes The ENGINEER will coordinate with COUNTY staff to perform an assessment of proposed unit operations for the NEWTP, including process modeling as appropriate, to meet current and anticipated water quality goals, flows, loadings and other site requirements. Preliminary assessments of the capital and O&M costs for each process alternative will also be included. The ENGINEER will review and develop applicable design criteria for the treatment process alternatives selected. Process flow diagrams and site layouts will also be developed. Site layouts for the NEWTP will identify general flow stream layout and unit process locations; potential unit processes at buildout; anticipated increments for plant expansions based on anticipated projections; and setback requirements at buildout on all sides of property. 5.1.2.5. Potable Water Storage and Pumping Strategies The ENGINEER will confirm with COUNTY staff regarding on -site treated, potable water storage requirements, including potential reservoir sizing and pumping requirements; and conceptual conveyance and routing alternatives. Page 56 of 124 5.1.2.6. NEWTP Security Plan ENGINEER shall develop a security plan for the NEWTP complementing. the security planning component for the overall site. The plan shall include the following primary components: • Plant Site Hardening (perimeter and individual structures) • Electronic surveillance (cameras, alarms, motion detection) • Communications • Security staffing • Recommendations for emergency response • Recommendations for operations staff training Development of the plan shall be coordinated with the COUNTY'S existing emergency response plans, vulnerability assessment plan and security procedures. 5.1.2.7. Preliminary Cost Estimate The ENGINEER will prepare and submit a budgetary -level opinion of probable construction cost, with the intention of developing a cost trending model to be utilized throughout the entire planning and design phases. Cost estimates will include both capital and annual operation and maintenance (O&M) costs. O&M costs will be estimated for both initial start-up and design capacity conditions. Life -cycle cost analyses will also be developed and documented. 5.1.2.8. Design Basis Report Development The ENGINEER will summarize the hydraulic and treatment goals, flow rates and loadings, treatment process elements and facility selection criteria, preliminary process flow diagrams and site layouts, preliminary cost estimates, project schedule, and other applicable information into a NEWTP Design Basis Report. This report will be used as the basis of design to submit to the Florida Department of Environmental Protection (FDEP) permit applications. 10 copies of the draft NEWTP Design Basis Report will be developed and submitted to the COUNTY for review and comment. A three-week review period by the COUNTY will be allotted. Upon incorporation of comments, 10 copies of a final NEWTP Design Basis Report will be submitted to the COUNTY for distribution. The report will also be stored on the collaborative project web site for access by project stakeholders. Page 57 of 124 5.1.2.9. Peer Review The ENGINEER will perform an .internal quality management peer review of the Design Basis Report prior to submitting a draft version to COUNTY. The ENGINEER will document the peer review approval with a letter signed by each member of the peer review team. Permitting Assistance The ENGINEER will meet with COUNTY staff and permitting agencies to review the NEWTP Design Basis Report and determine required permitting procedures. Anticipated agencies include FDEP, SFWMD, Collier County Stormwater Management, Collier County Transportation Services and Collier County Community Development and Environmental Services. 5.2. NEWTP PRELIMINARY DESIGN The ENGINEER will complete a preliminary design in accordance with the design concepts set forth in the NEWTP Design Basis Report. The preliminary design will be in the form of the NEWTP Design Basis Report and the NEWTP Preliminary Design Decision Log. The NEWTP Preliminary Design will be conducted concurrently with NEWTP and Common Facilities Preliminary Design. 5.2.1. Project Workshops Bi-weekly workshops (12 meetings per schedule) with COUNTY representatives will continue throughout the Preliminary Design Phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. Process control workshops with COUNTY operational staff will be conducted to obtain input from the end user groups including operations, maintenance, PUED staff, laboratory and management groups. If available, the CM@RISK will also participate in each meeting and provide pertinent input when required. Meeting objectives will be to reach decisions on pertinent issues relative to the specific topic being addressed. Meetings for NEWRF, NEWTP, and Common Facilities will be scheduled for the same day to promote project efficiency. Page 58 of 124 The ENGINEER will prepare and distribute COUNTY. approved agendas and minutes for each meeting. Agendas will be submitted to the COUNTY at least two days prior to the meeting. Draft minutes will be submitted to the COUNTY no more than three working days following each meeting; COUNTY will provide comments no more than three working days after receipt of draft minutes. Agendas and final minutes will be posted to the collaborative project web site for additional access by the project team. 5.2.2. Conceptual Design Development The NEWTP Design Basis Report previously developed will be further refined to resolve outstanding design issues; further develop process and equipment sizing; review applicable codes, standards, and design criteria; and update the preliminary capital and annual O&M cost estimates. The ENGINEER shall develop preliminary conceptual cash flow analysis for the project. 5.2.2.1. Codes and Standards Review The ENGINEER will review and summarize applicable Federal, State and Local building and safety codes, standards, zoning ordinances and records, permit requirements, and environmental regulations as they apply to the final design efforts. ENGINEER will coordinate with COUNTY regarding the appropriate edition of codes and standards for use on the project. 5.2.2.2. Energy Management The ENGINEER will perform a preliminary power needs assessment for the new facilities, including incoming power feed requirements and standby power generation requirements (including design outage criteria and plant loads during design outage) to supplement and update the utility information developed in the Site Master Plan and Engineering Report. This assessment will include an update of the preliminary estimation of power loads required throughout the various site facilities and design strategies. The ENGINEER will coordinate with the local power utilities - FP&L and Lee County Electric CO-OP (LCEC) - regarding available power to the site, including requirements for ultimate buildout of the facilities. Coordination will include feeders, switching, voltage transformers and sectionalizing gear requirements; anticipated downtime frequencies and Page 59 of 124 durations and standby protection with bumpless transfer. Estimated construction costs for feeders and corresponding equipment, as well as anticipated power rates, will .also be discussed. The ENGINEER will attend coordination meetings with power utilities' and COUNTY representatives to review estimated power and information needs. The ENGINEER will also request a preliminary service design from the power utilities for use in developing the facilities detailed electrical design. 5.2.2.3. Instrumentation and Controls System The ENGINEER will develop preliminary plant control system architecture diagrams and control and monitoring strategies for defining local manual/automatic and remote manual/automatic monitoring and process control requirements. Efforts will include development of preliminary process and instrumentation diagrams (P&IDs) and control descriptions. 5.2.2.4. Process and Hydraulics Review The ENGINEER will review the process and hydraulic design concepts, including flow routing, hydraulic capacity assessment, layout of facilities, flexibility for future expansion, and reliable capacity based on selected design criteria. 5.2.2.5. Operability Review The ENGINEER will perform and COUNTY may participate in an operability review of the preliminary design documents. This review will be conducted to verify that the preferred operational strategies and control philosophy are being properly implemented. Efforts will include review of the applicable design criteria, conditions, and assumptions; design calculations; preliminary equipment data sheets; and equipment and instrumentation list. The ENGINEER shall provide documentation of the operability review in the form of a letter signed by each member participating in the review. 5.2.2.6. Security and Safety Review The ENGINEER will perform and COUNTY may participate in a security and safety review of, the Preliminary Design. This review will be conducted to verify that the security and safety aspects of the facility are adequate. The ENGINEER shall provide documentation of the operability review in the form of a letter signed by each member participating in the review. Page 60 of 124 5.2.2.7. Value Engineering The ENGINEER will support the design assessment by participating in value engineering (VE) at the end of the Preliminary Design. The WTP Project Manager will be responsible for coordinating and scheduling this task. Specific objectives include: 1) presenting the Design Basis Report, preliminary design documents, and a list of key elements, issues and challenges, and the 30 percent design documents to the VE team; 2) receive initial VE comments and prepare written responses to questions posed by the VE team; and 3) prepare a final memorandum outlining responses and final actions to VE recommendations. 5.2.2.8. NEWTP Preliminary Design Decision Log Upon completion of the various preliminary design tasks, ENGINEER will summarize the results in a decision log that will supplement the WTP Design Basis Report. A draft NEWTP Preliminary Decision Log will be developed and submitted to the COUNTY for review and comment. A three-week review period by the COUNTY will be allotted. Upon receipt of comments, a final decision log will be submitted to the COUNTY for distribution. The decision log will also be stored on the collaborative project web site for access by project stakeholders. 5.2.2.9. Peer Review Prior to delivering the draft to COUNTY, the ENGINEER will present the NEWTP Preliminary Design Decision Log to internal peer review team members to finalize process, process controls and operational strategies, and design criteria. The ENGINEER shall submit a letter signed by the peer review team members to document approval of the NEWTP Preliminary Design Decision Log. 5.2.3. WTP Documents Development Plan Prior to initiating final design services, the various document development strategies will be finalized and developed into a draft NEWTP Design Documents Development Plan. These components include CADD standards and formats; drawing nomenclature; tag numbering scheme; preliminary equipment and instrumentation list; and early procurement strategies. 5.2.3.I. Drawing Nomenclature The ENGINEER will develop and submit the nomenclature for design drawings to be used for the final design documents, for review and approval by the COUNTY. Nomenclature will include Page 61 of 124 delineation of drawings by specific building and/or plant process area, as well as by discipline, and will..identify a sequential numbering scheme. 5.2.3.2. Tag Numbering Scheme The ENGINEER will develop and submit a preliminary tag numbering scheme for equipment, valves, and field instrumentation, for review and approval by the COUNTY. Tag numbering scheme will include equipment, valve, or instrument letter abbreviations and numerical identifiers. Discussions with COUNTY staff regarding any necessary coordination of tag numbering with other established COUNTY facility tag numbering or comprehensive system- wide monitoring requirements (if appropriate) will also be included. 5.2.3.3. Equipment and Instrumentation List The ENGINEER will develop and submit a preliminary equipment and instrumentation list for anticipated items, in accordance with the proposed tag numbering scheme, for review and approval by the COUNTY. The equipment list will be maintained as a baseline to determine potential project definition changes, if necessary. 5.2.3.4. Early Procurement Strategies The ENGINEER will develop and submit strategies for early procurement of applicable process equipment for review and approval by the COUNTY. Strategies will include identification of acceptable manufacturers, vendors and/or suppliers; identification of the appropriate technical specification sections relating to equipment and appurtenances; development of preliminary scope of supply (including training, start-up, submittal preparation, O&M manual preparation, performance testing, operating protocols, extended warranties, and service agreements), identification of additional design drawings required to supplement technical specifications, and preliminary estimate of lead-time for equipment. 5.2.3.5. Design Documents Development Plan The ENGINEER will summarize the standards, lists, and schemes into an overall NEINTP Design Documents Development Plan. A draft plan will be developed and submitted to the COUNTY for review, comment, and approval prior to initiation of detailed design efforts. A three-week review period by the COUNTY will be allotted. Upon incorporation of comments, a final plan will be submitted to the COUNTY for distribution. The Project Manager will distribute Page 62 of 124 copies of final plan to Project Team members for coordination and use throughout the remainder of the project. The plan will also be stored on the collaborative project web site for access by project stakeholders. 5.3. NEWTP FINAL DESIGN Upon written authorization, the ENGINEER will complete a final design in accordance with the design concepts set forth in the NEWTP Design Basis and NEWTP ,Preliminary Design Phases. The final design services will include a multi -discipline design approach. Final Design of NEWRF, NEWTP, and Common Facilities will be conducted concurrently. Detailed drawings, specifications, and details will be developed for civil, architectural, landscaping, structural, mechanical, HVAC, plumbing, fire protection, electrical, and instrumentation. Design drawings will be two-dimensional (2-D) in AutoCAD Release 2004 format, full-size 24" x 36", in accordance with CADD standards and formats previously submitted and approved. Technical specifications will be based on the 16-Division format of the Construction Specifications Institute (CSI) in MS Word format. In addition to technical specifications, ENGINEER will coordinate with COUNTY and CCc._RISK to develop necessary General Conditions, Supplemental Conditions, and Special Provisions associated with the CM cr RISK contract(s). Electronic copies of documents will be available on CD, with interim submittals in PDF format. 6.3.1. Project Workshops Monthly workshops (11 meetings per schedule) with COUNTY representatives will continue throughout the Final Design Phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. The CM@RISK may also participate in each meeting and provide pertinent input when required. NEWRF, NEWTP, and Common Facilities meetings will be scheduled for the same day. Page 63 of 124 The ENGINEER will prepare and distribute COUNTY approved agendas and minutes for each meeting. Agendas will be submitted to the COUNTY at least two days prior to the meeting. Draft minutes will be submitted to the COUNTY no more than seven days following each meeting; COUNTY will provide comments no more than seven days after receipt of draft minutes. Agendas and final minutes will be posted to the collaborative project web site for additional access by the project team. 5.3.2. 60 Percent Design 5.3.2.1. Design Submittal The 60 percent design review submittal will include the various discipline preliminary plans, specifications and details as appropriate to the level of design at the time of the submittal. A copy of the 30 percent COUNTY design submittal comments log including resolution of each comment by the ENGINEER will be provided with the 60 percent submittal. 5.3.2.2. Constructability Analysis The ENGINEER will participate in an independent constructability analysis of the plans and specifications at the 60 percent design review submittal stage. This review will consist of a review of the design for the use of practical cost-effective construction measures, procedures and scheduling; review of required construction activities and their effect on existing equipment, process and operation; compliance with life safety codes, review and coordination of contract provisions and construction details to minimize potential conflicts and claims, and other aspects related to the construction of the facility. Efforts will include review of the updated control descriptions; updated design calculations; updated equipment data sheets (with catalog cuts); and updated equipment and instrumentation list. The constructability analysis will be conducted by a team of experienced professionals nominated by the ENGINEER and the CM@RISK, and others selected by the COUNTY. The COUNTY will be responsible for providing the support resources and the location for this task. Page 64 of 124 5.3.2.3. Design Review Workshop The ENGINEER will conduct a two-day submittal review workshop following the 60 percent design submittal to the COUNTY. A three-week review period by the COUNTY will be allotted. The CM@RISK will also participate in workshop and provide pertinent input when required. The ENGINEER will develop a log of COUNTY review comments and submit with 90 percent design review submittal. 5.3.2.4. Estimate of Probable Cost ENGINEER will assist CM(a_RISK in developing an estimate of probable cost and submit to the CONTY with the 60 percent Design documents. 5.3.3. 90 Percent Design 5.3.3.1. Design Submittal The 90 percent design review submittal will include the various discipline preliminary plans, specifications and details as appropriate to the level of design at the time of the submittal. A copy of the 60 percent design submittal comments log will also be provide with the 60 percent submittal. 5.3.3.2. Detailed Quality Management Check ENGINEER will perform an internal detailed quality management check of the plans and specifications prior to submittal of the 90 percent design review package to the COUNTY and other applicable review agencies. This check will include a review of the plans and specifications for conformity with the local, state and federal guidelines; as well as coordination between the process and mechanical work with specialty groups, including civil, architectural, structural, HVAC, plumbing, fire protection, electrical and instrumentation. Efforts will include items identified on ENGINEER'S detailed checklist, in accordance with the Project Design Services and Quality Management Plan. 5.3.3.3. Design Review Workshop The ENGINEER will conduct a three-day submittal review workshop following the 90 percent design submittal to the COUNTY. A four -week review period by the COUNTY will be allotted. The CM@RISK will also participate in workshop and provide pertinent input when required. The Page 65 of 124 ENGINEER will develop a log of COUNTY review comments and submit with 100 percent submittal. 5.3.3.4. Final Cost Estimate At 90 percent design, ENGINEER will assist CMe-RISK in updating the opinion of probable cost and provide an updated estimate to the COUNTY. A 3rd party cost estimator provided by the COUNTY will review CM@RISK'S cost estimate and provide an independent estimate. 5.3.4. 100 Percent Design The ENGINEER will finalize, seal and submit design drawings, specifications and details following receipt and incorporation of COUNTY and review agency comments. COUNTY comments may include edited comments from the CM@RISK. ENGINEER will pre -submit one (1) copy of the 100 percent design documents (along with copy of 90 percent design submittal comments log) to COUNTY for back -check review prior to submitting final documents. Electronic copies of final documents will also be provided on CD. Following a final review by the COUNTY, the ENGINEER shall provide ten (10) complete sets of signed and sealed final drawings, specifications and details for public record and construction. Additional sets or partial sets will be provided by the ENGINEER as required for regulatory permit applications. All design drawings, specifications and details provided for permitting purposes shall be so indicated and shall be signed and sealed only as required by the permitting agency. 5.3.5. Assist with GMP Negotiations The ENGINEER will assist COUNTY in negations of guaranteed maximum price (GMP) with C_ Ma_RISK. Page 66 of 124 5.3.6. Permitting Assistance Based on.. the required permitting procedures determined during Task 3.3, -the ENGINEER will prepare and assist the COUNTY with submission of the required permitting packages to the appropriate agencies. All permit application fees will be paid directly to the respective agencies by the COUNTY. The ENGINEER will review agency comments from each of the initial application submittals, as applicable, and will prepare responses on behalf of the COUNTY. 5.4. WTP SERVICES DURING CONSTRUCTION The ENGINEER will be responsible to the level of competency and standard of care presently maintained by other practicing Professional Engineers performing the same or similar type of work at the time notice to proceed is issued. Standard of care, as applied to design professionals, will be defined as the ordinary and reasonable care required and established by expert testimony of what a reasonable and prudent professional would have done under the same or similar circumstances. The ENGINEER will provide services for each phase of construction to establish that the work being performed by the CM@RISK is in conformance to the requirements of the Contract. The ENGINEER will provide the services of a Resident Engineer and other project representatives (if required) for the duration of construction activities. The Resident Engineer and other project representatives may be responsible for services related to the construction of other facilities, including but not limited to the Common Facilities and the WTP that comprise this Project. The ENGINEER will not be responsible for the means, methods, techniques, sequences, or procedures or construction selected by CM@RISK, or the safety precautions and programs incident to the work of CM@RISK, and will not be responsible for CM@RISK's failure to carry out work in accordance with the Contract Documents. 5.4.1. Resident Engineer The services of one full-time Resident Engineer will be provided for the duration of the construction, startup and training period for the purpose of handling field communications with Page 67 of 124 the CMCa-)RISK, monitoring the day-to-day construction activities, and verifying field conditions in accordance with the intent of the ..Contract Documents. The Resident Engineer shall accompany the CEI to periodically observe the progress of construction and inspect critical materials, installations or facilities. The Resident Engineer will provide the COUNTY monthly progress reports that present the activities of the past period and anticipated activities of the upcoming period. The Resident Engineer shall provide other related Project services as required. 5.4.2. Pre -Construction Conference Prior to the beginning of construction activities, CM@RISK will organize, schedule and oversee a pre -construction conference with the COUNTY, the Resident Engineer, the CEI and the Construction Subcontractors. 5.4.3. Weekly Progress and Monthly Status Meetings The Resident Engineer will participate in weekly progress and monthly status meetings (28 per schedule) with the CM@RISK, Subcontractors and other COUNTY representatives throughout the construction phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. Prior to each meeting, the Resident Engineer will prepare relevant information to be addressed. Meeting objectives will be to reach decisions on pertinent issues relative to the specific topic being addressed. The Resident Engineer will capture COUNTY -approved decisions through meeting minutes, to be distributed to meeting attendees for review and approval. Following receipt of comments, the Resident Engineer will prepare final minutes for distribution. 5.4.4. Review of Construction Schedule The ENGINEER will review the CM@RISK's Construction Schedule. The Schedule will include all construction activities in accordance with the Contract requirements, satisfaction of the Contract requirements for timeliness, and will include all information and logic with respect to task sequencing conditions. The ENGINEER and CM@RISK will collaborate on modifications to the schedule until both the ENGINEER and CM@RISK are satisfied that the schedule accurately reflects the appropriate schedule of activities for the Project. Upon satisfaction of the ENGINEER and the CM@RISK, the ENGINEER shall submit the approved schedule to the Page 68 of 124 COUNTY for final approval as the "Approved Construction Schedule" which will be incorporated into the Master Project Schedule. 5.4.5. Submittal Review The ENGINEER will establish and maintain a system for the review of submittals by the CM@RISK (i.e., samples, schedules, and shop drawings) for conformance to the design concept of the project and for compliance with the Contract Documents; and will assemble written guarantees and operating manuals required of the CM@RISK. The submittal review systems will be structured and managed to provide timely review and response to the CM@RISK's submittals. The ENGINEER will review and return submittals within the calendar days set forth in the Contract Documents for the project. The Resident Engineer will maintain the following submittal files: ■ ENGINEER's File — Contains copies of submittals whether accepted or rejected. This filing system will be organized, formatted, and numbered in parallel with the Contract Documents. This file will be a complete submittals file, and will be kept on -site at the Resident Engineer office. A complete redundant copy of the ENGINEER's File will be kept at a separate location and will be updated weekly. ■ COUNTY's File — Contains copies of accepted submittals only. This file will be turned over to the COUNTY after the project is complete. ■ Project Files — Contains copies of accepted submittals. 5.4.6. RFIs and RFAs Requests for Interpretation (RFIs) and Requests for Alternates (RFAs) from the CM@RISK will be logged by the Resident Engineer. The Resident Engineer will be responsible for the preparation and response to the RFIs and RFAs and that the field personnel have been provided the appropriate level of information relative to the request. The goal for responding to RFIs and RFAs is 3 business days with a maximum of 7 business days. Should the Resident Engineer require time beyond 7 business days to prepare a response, the Resident Engineer will provide to the COUNTY a memorandum detailing the issues, actions required to develop a Page 69 of 124 response, and time estimate for response submittal. The Resident Engineer will respond to general requests for information and/or alternates from the CM@RISK to provide supplemental information. The Resident Engineer will issue clarifications to the CM@RISK as required to clarify discrepancies in the Contract Documents. Should an RFA require additional design effort by the ENGINEER, CMaa RISK shall compensate ENGINEER for this work. The Resident Engineer shall keep a log showing the receipt and response date of each RFI or RFA. 5.4.7. Change Order Requests and Work Directives The Resident Engineer will review and analyze Change Order Requests, whether initiated by the COUNTY, or the CM@RISK. The Resident Engineer will initiate Change Order Requests only after review and acceptance by the COUNTY. Resident Engineer review and analysis of Change Order Requests will include scope and pricing information submitted by the CM@RISK as part of the request, and will include field review and discussions with the CM@RISK and COUNTY regarding the request. Special design services required for a CM@RISK or COUNTY requested change order 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 ENGINEER reserves the right to negotiate additional engineering services fees. The Resident Engineer will process Change Orders for the project. These services will include, but not be limited to: ■ 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 CM@RISK. ■ Preparation of the Change Orders for the COUNTY's execution. ■ Assist with Executive Summary preparation. ■ Other support services as required. Page 70 of 124 5.4.8. Collaborative Project Web Site The Resident Engineer will utilize the project collaborative web site (initially developed during the earlier phases of the project and maintained by the ENGINEER) for electronic storage of project correspondence, photos, and other construction -related documents. Other COUNTY initiated Project related information may be displayed on the web site during construction including, but not limited to, real time video imaging. 5.4.9. Review CM@RISK Pay Requests The Resident Engineer will, on a monthly basis, estimate the compensation due the CM@RISK 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 independent CEI will represent to the ENGINEER and the COUNTY that the quality of the work authorized for payment is generally in accordance with the Contract Documents. The Resident Engineer review will include a numerical and mathematical check of quantities, values, percentages of the completed work, schedule, and if applicable, schedule recovery plan. 5.4.10. Final Inspections One formal final inspection will be conducted jointly with the Resident Engineer, COUNTY representatives, the CM@RISK, and Subcontractors for Substantial Completion and one formal inspection for Final Completion. Additional informal inspections will be conducted by the Resident Engineer and CEI during the final stages of construction before Substantial and before Final Completion. A formal punch list of incomplete work will be developed jointly with the Resident Engineer, the CEI and the COUNTY field representatives after Substantial Completion and will be issued to the CM@RISK in accordance with the Contract Documents. Multiple, informal punch lists may be prepared jointly by the Resident Engineer and the CEI to aid the CM@RISK with the closeout of the Project construction. Page 71 of 124 5.4.11. Startup Services and Consultation Appropriate engineers and field personnel will be provided by the ENGINEER to assist COUNTY staff with startup and performance testing of mechanical and process equipment in order to verify that equipment and systems performance, operational and acceptance field testing, and startup are conducted as required by the Contract Documents and in the presence of the required personnel, and that the C�c)-RISK maintains adequate records thereof. All startup and performance testing observations and records will be reported to the Resident Engineer with appropriate details relative to the test procedures and startups. In cooperation with the C�cD-RISK, Subcontractors, manufacturers and suppliers, performance test data will be collected and compiled by the Resident Engineer and provided to the COUNTY and any performance or warranty guarantee holders. Other duties will include: e Attend sequencing and startup meetings with the appropriate parties including a kick-off meeting to enhance coordination and scheduling. e Interface between COUNTY staff and equipment manufacturer representatives, specialist, and appropriate startup technicians provided by the CM(a.RISK, Subcontractors, manufacturers and suppliers. e Assist in monitoring system performance and provide comments and recommendations regarding the results. 5.4.12.Operator Training The ENGINEER will lead and coordinate with CM@RISK and manufacturers on operator training to COUNTY staff for mechanical equipment, process control software, and other operational aspects. The training will focus on design intent, maintenance and include special focus on the wastewater treatment processes control and monitoring installed. A combination of classroom and hands-on training methods will be utilized. O&M manuals and field operating protocols will be used in the training and each component will be identified in the field. Curriculum will be developed along -side COUNTY staff and approved prior to start of training. Training will be validated through testing and interactive exercises. The COUNTY, at its option Page 72 of 124 will be permitted to have all training sessions recorded for future COUNTY training purposes only. 5.4.13. Operations and Maintenance Manual The ENGINEER will prepare a comprehensive Operations and Maintenance Manual (O&M Manual). The O&M Manual will include necessary information required to operate installed equipment. Information will include vendor data and manufacturers cut sheets, detailed sketches and drawings, equipment locations, P&IDs, equipment tag numbers, spare parts listing, vendor -recommended spare parts and reliability stocking levels and life expectance, and other equipment specific information. In addition, effective operating protocols will be developed, in cooperation with the plant operators, to coincide with the design intent. 10 copies of the Final Draft O&M Manual will be provided at the time of substantial completion. 10 copies of the Final O&M Manual will be provided prior to final completion. ENGINEER will convert the Final O&M Manual to HTML and PDF format and will provide these files on CD. A database will be provided to include process, component, recommended spare parts, vendors, and inventory. Databases will be organized consistent with the O&M manuals and tag numbers assigned to each component. The database will be delivered in Microsoft Access format, and the COUNTY's Allmax Op 10 system representatives will be contacted to ensure direct compatibility and the ability to import directly. Vendors will be required to recommend spare parts, reliability and redundancy stockage items, life expectancy, and estimated installed costs for each component, including routine, long-term, and specialty maintenance. 5.4.14. Final Certification The ENGINEER will provide final certifications to certify construction completion with the various permitting agencies and the COUNTY. Certifications forms, record drawings and other information will be submitted as required. 5.4.15. Record Drawings The ENGINEER will review the progress of development of the CM@RISK's record drawings quarterly throughout the course of construction. Upon completion of construction, the CM@RISK will produce an end -of -project set of Record Drawings for the COUNTY. Page 73 of 124 CM@RISK will revise the contract drawings to show as -constructed conditions and will furnish one electronic copy, one reproducible Mylar copy, and 5 original sets to the..COUNTY. Record drawings will be provided prior to final completion. 6.4.16. Warranty Correction Period and Operational Assistance The ENGINEER will provide engineering services throughout the warranty correction period for construction contract. The ENGINEER will provide monthly trips to the project site to evaluate issues that have initiated during the month. The ENGINEER will maintain a correction item list throughout this period and coordinate the resolution of identified issues with the COUNTY and the CM@RISK. The ENGINEER will provide technical expertise to review each issue and will prepare an individual written response to address each issue and how each was addressed. During the 11th month of the 12-month correction period, the ENGINEER will perform a detailed on -site final walk-through to identify the remaining correction issues and to establish the method of final resolution of these issues prior to the expiration of the 12-month correction period. 6.0 COMMON FACILITIES Facilities with shared WRFMITP utilization are referred to as Common Facilities. For development of this scope and associated budget estimate and schedule, it is assumed that the Common Facilities will include: an administration building with reception area, combination meeting and training room, and several offices; an electrical building with power distribution and stand-by power generation facilities; warehouse and inventory shipping/receiving facility; basic process control laboratory facility; separate satellite water distribution and wastewater collection staging areas; public and employee parking areas; security control for the WTP and WRF; central telephonic, radio and data processing facilities, communications area; a weather station; and other facilities supporting the NEWRF/NEWTP. In addition, it is assumed that the Common Facilities bid package and construction services will be integrated with the NEWRF. During Master Site Planning and WRF and WTP Design Basis phases the specific nature of the Common Facilities will be refined and finalized. 6.1 Common Facilities Design Basis Upon written authorization of the COUNTY, a Common Facilities Design Basis Report will be developed by the ENGINEER for COUNTY review, comment, and approval, prior to initiating Page 74 of 124 preliminary and final design services. The Common Facilities Design Basis Report will be developed concurrently with the_.NEWRF and NEWTP Design Basis Reports. 6.1.1. Project Workshops Bi-weekly meetings (10 meetings per project schedule) with COUNTY representatives will be conducted throughout the Design Basis Phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. Meetings for NEWRF, NEWTP, and Common Facilities will be scheduled for the same day to promote project efficiency. The CM@RISK (if already selected by COUNTY) may also participate in each meeting and provide pertinent input when required. A firm day and time will be established for all bi-weekly meetings. Meeting objectives will be to reach decisions on pertinent issues relative to the specific topic being addressed The ENGINEER will prepare and distribute agendas and minutes for each meeting incorporating agenda items and meeting minute corrections provided by the COUNTY. Agendas will be submitted to the COUNTY at least two days prior to the meeting. Draft minutes will be submitted to the COUNTY no more than three working days following each meeting; COUNTY will provide comments no more than three working days after receipt of draft minutes. Agendas and final minutes will be posted to the collaborative project web site for additional access by the project team. 6.1.2. Design Criteria Development The ENGINEER will work closely with COUNTY staff in the identification and development of applicable design criteria for the Common Facilities. 6.1.2.1. Common Facilities Security Plan ENGINEER shall develop a security plan for the Common Facilities complementing the security planning component for the overall site. The plan shall include the following primary components: Site hardening (perimeter and individual structures) • Electronic surveillance (cameras, alarms, motion detection) Page 75 of 124 • Communications Security staffing • Recommendations for emergency response Recommendations for operations staff training Development of the plan shall be coordinated with the COUNTY'S existing emergency response plans, vulnerability assessment plan and security procedures. 6.1.2.2. Preliminary Cost Estimate The ENGINEER will prepare and submit a budgetary -level opinion of probable construction cost for Common Facilities, with the intention of developing a cost trending model to be utilized throughout the entire planning and design phases. Cost estimates will include both capital and annual operation and maintenance (O&M) costs. O&M costs will be estimated for both initial start-up and design capacity conditions. Life -cycle cost analyses will also be developed and documented. 6.1.2.3. Design Basis Report Development The ENGINEER will summarize the hydraulic and treatment goals, flow rates and loadings, treatment process elements and facility selection criteria, preliminary process flow diagrams and site layouts, preliminary cost estimates, project schedule, and other applicable information into a Common Facilities Design Basis Report. This report will be used as the basis of design to submit to the Florida Department of Environmental Protection (FDEP) permit applications. 10 copies of the draft Common Facilities Design Basis Report will be developed and submitted to the COUNTY for review and comment. A three-week review period by the COUNTY will be allotted. Upon incorporation of comments, 10 copies of a final Common Facilities Design Basis Report will be submitted to the COUNTY for distribution. The report will also be stored on the collaborative project web site for access by project stakeholders. Page 76 of 124 6.1.2.4. Peer Review The ENGINEER will perform an internal quality management peer review of the .Common Facilities Design Basis Report prior to submitting a draft version to COUNTY. The ENGINEER will document the peer review approval with a letter signed by each member of the peer review team. 6.1.3. Permitting Assistance The ENGINEER will meet with COUNTY staff and permitting agencies to review the Common Facilities Design Basis Report and determine required permitting procedures. Anticipated agencies include FDEP, SFWMD, Collier County Stormwater Management, Collier County Transportation Services and Collier County Community Development and Environmental Services. 6.2. PRELIMINARY DESIGN The ENGINEER will complete a preliminary design in accordance with the design concepts set forth in the Common Facilities Design Basis Report. The preliminary design will be in the form of the Common Facilities Design Basis Report and the Common Facilities Preliminary Decision Log. The Common Facilities Preliminary Design will be conducted concurrently with NEWRF and NEWTP Preliminary Designs. 6.2.1. Project Workshops Bi-weekly workshops (12 meetings per schedule) with COUNTY representatives will continue throughout the Preliminary Design Phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. Process control workshops with COUNTY operational staff will be conducted to obtain input from the end user groups including operations, maintenance, PUED staff, laboratory and management groups. If available, the CM@RISK will also participate in each meeting and provide pertinent input when required. Meeting objectives will be to reach decisions on pertinent issues relative to the specific topic being addressed. Meetings for NEWRF, NEWTP, and Common Facilities will be scheduled for the same day to promote project efficiency. Page 77 of 124 The ENGINEER will prepare and distribute COUNTY approved agendas and minutes for each meeting. Agendas will be submitted to the COUNTY at least two days prior to the meeting. Draft minutes will be submitted to the COUNTY no more than three working days following each meeting; COUNTY will provide comments no more than three working days after receipt of draft minutes. Agendas and final minutes will be posted to the collaborative project web site for additional access by the project team. 6.2.2. Conceptual Design Development The Common Facilities Design Basis Report previously developed will be further refined to resolve outstanding design issues; further develop process and equipment sizing; review applicable codes, standards, and design criteria; and update the preliminary capital and annual O&M cost estimates. The ENGINEER shall develop preliminary conceptual cash flow analysis for the project. 6.2.2.1. Codes and Standards Review The ENGINEER will review and summarize applicable Federal, State and Local building and safety codes, standards, zoning ordinances and records, permit requirements, and environmental regulations as they apply to the final design efforts. ENGINEER will coordinate with COUNTY regarding the appropriate edition of codes and standards for use on the project. 6.2.2.2. Energy Management The ENGINEER will perform a preliminary power needs assessment for the new facilities, including incoming power feed requirements and standby power generation requirements (including design outage criteria and plant loads during design outage) to supplement and update the utility information developed in the Site Master Plan and Engineering Report. This assessment will include an update of the preliminary estimation of power loads required throughout the various site facilities and design strategies. The ENGINEER will coordinate with the local power utilities - FP&L and Lee County Electric CO-OP (LCEC) - regarding available power to the site, including requirements for ultimate buildout of the facilities. Coordination will include feeders, switching, voltage transformers and Page 78 of 124 sectionalizing gear requirements; anticipated downtime frequencies and durations and standby protection with bumpless transfer. Estimated construction costs for feeders and. corresponding equipment, as well as anticipated power rates, will also be discussed. The ENGINEER will attend coordination meetings with power utilities' and COUNTY representatives to review estimated power and information needs. The ENGINEER will also request a preliminary service design from the power utilities for use in developing the facilities detailed electrical design. 6.2.2.3. Instrumentation and Controls System The ENGINEER will develop preliminary plant control system architecture diagrams and control and monitoring strategies for defining local manual/automatic and remote manual/automatic monitoring and process control requirements. Efforts will include development of preliminary process and instrumentation diagrams (P&IDs) and control descriptions. 6.2.2.4 Operability Review The ENGINEER will perform and COUNTY may participate in an operability review of the design at the preliminary design submittal stage. This review will be conducted to verify that the preferred operational strategies and control philosophy are being properly implemented. Efforts will include review of the applicable design criteria, conditions, and assumptions; design calculations; preliminary equipment data sheets; and equipment and instrumentation list. The ENGINEER shall provide documentation of the operability review in the form of a letter signed by each member participating in the review. 6.2.2.5. Security and Safety Review The ENGINEER will perform and COUNTY may participate in a security and safety review of the design at the preliminary design submittal stage. This review will be conducted to verify that the security and safety aspects of the facility are adequate. The ENGINEER shall provide documentation of the operability review in the form of a letter signed by each member participating in the review. 6.2.2.6. Value Engineering The ENGINEER will support the design assessment by participating in value engineering (VE) at the preliminary design stage. The Common Facilities Project Manager, will be responsible for coordinating and scheduling this task. Specific objectives include: 1) presenting the Page 79 of 124 Design Basis Report, preliminary design documents, and a list of key elements, issues and challenges to the VE team; 2) receive..initial VE comments and prepare written responses to questions posed by the VE team; and 3) prepare a final memorandum outlining responses and final actions to VE recommendations. 6.2.2.7. Common Facilities Preliminary Design Decision Log Upon completion of the various preliminary design tasks, ENGINEER will summarize the results in a decision log that will supplement the Common Facilities Design Basis Report. A draft Common Facilities Preliminary Decision Log will be developed and submitted to the COUNTY for review and comment. A three-week review period by the COUNTY will be allotted. Upon receipt of comments, a final decision log will be submitted to the COUNTY for distribution. The decision log will also be stored on the collaborative project web site for access by project stakeholders. 6.2.2.8. Peer Review Prior to delivering the draft to COUNTY, the ENGINEER will present the Common Facilities Preliminary Design Decision Log to internal peer review team members to finalize process, process controls and operational strategies, and design criteria. The ENGINEER shall submit a letter signed by the peer review team members to document approval of the Common Facilities Preliminary Design Decision Log. 6.2.3. Common Facilities Documents Development Plan Prior to initiating final design services, the various document development strategies will be finalized and developed into a draft Design Documents Development Plan. These components include CADD standards and formats; drawing nomenclature; tag numbering scheme; preliminary equipment and instrumentation list; and early procurement strategies. 6.2.3.1. CADD Standards and Formats The ENGINEER will develop and submit CADD standards and formats to be followed for all design drawings for review and approval by the COUNTY. CADD standards and formats will include title block and borders, drawing file naming, layering guidelines, standard appearance, coordination requirements, standard abbreviations, symbols and legends, and record -keeping requirements, and will incorporate Collier County Public Utilities Engineering Department Page 80 of 124 formats where appropriate. CADD drawings will be tied to COUNTY GIS system. CADD standards and formats will be consistent among NEWRF, NEWTP, and Common Facilities. 6.2.3.2. Drawing Nomenclature The ENGINEER will develop and submit the nomenclature for design drawings to be used for the final design documents, for review and approval by the COUNTY. Nomenclature will include delineation of drawings by specific building and/or plant process area, as well as by discipline, and will. identify a sequential numbering scheme. Drawing nomenclature will be consistent among NEWRF, NEWTP, and Common Facilities. 6.2.3.3. Tag Numbering Scheme The ENGINEER will develop and submit a preliminary tag numbering scheme for equipment, valves, and field instrumentation, for review and approval by the COUNTY. Tag numbering scheme will include equipment, valve, or instrument letter abbreviations and numerical identifiers. Discussions with COUNTY staff regarding any necessary coordination of tag numbering with other established COUNTY facility tag numbering or comprehensive system- wide monitoring requirements (if appropriate) will also be included. 6.2.3.4. Equipment and Instrumentation List The ENGINEER will develop and submit a preliminary equipment and instrumentation list for anticipated items, in accordance with the proposed tag numbering scheme, for review and approval by the COUNTY. The equipment list will be maintained as a baseline to determine potential project definition changes, if necessary. 6.2.3.5. Early Procurement Strategies The ENGINEER will develop and submit strategies for early procurement of applicable process equipment for review and approval by the COUNTY. Strategies will include identification of acceptable manufacturers, vendors and/or suppliers; identification of the appropriate technical specification sections relating to equipment and appurtenances; development of preliminary scope of supply (including training, start-up, submittal preparation, O&M manual preparation, performance testing, operating protocols, extended warranties, and service agreements), identification I of additional design drawings required .to supplement technical specifications, and preliminary estimate of lead-time for equipment. Page 81 of 124 6.2.3.6. Design Documents Development Plan The ENGINEER will summarize the standards, lists, and schemes into an overall Design Documents Development Plan. A draft plan will be developed and submitted to the COUNTY for review, comment, and approval prior to initiation of detailed design efforts. A three-week review period by the COUNTY will be allotted. Upon incorporation of comments, a final plan will be submitted to the COUNTY for distribution. The Project Manager will distribute copies of final plan to Project Team members for coordination and use throughout the remainder of the project. The plan will also be stored on the collaborative project web site for access by project stakeholders. 6.3 COMMON FACILITIES FINAL DESIGN Upon written authorization, the ENGINEER will complete a final design in accordance with the design concepts set forth in the Common Facilities Design Basis and Common Facilities Preliminary Design Phases. The final design services will include a multi -discipline design approach. Final Design of NEWRF, NEWTP, and Common Facilities will be conducted concurrently. Detailed drawings, specifications, and details will be developed for civil, architectural, landscaping, structural, mechanical, HVAC, plumbing, fire protection, electrical, and instrumentation. Design drawings will be two-dimensional (2-D) in AutoCAD Release 2004 format, full-size 24" x 36", in accordance with CADD standards and formats previously submitted and approved. Technical specifications will be based on the 16-Division format of the Construction Specifications Institute (CSI) in MS Word format. In addition to technical specifications, ENGINEER will coordinate with COUNTY and CM a_RISK to develop necessary General Conditions, Supplemental Conditions, and Special Provisions associated with the CMa-RISK contract(s). Page 82 of 124 Electronic copies of documents will be available on CD, with interim submittals in PDF format. 6.3.1. Project Workshops Monthly workshops (11 meetings per schedule) with COUNTY representatives will continue throughout the Final Design Phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. The CM@RISK may also participate in each meeting and provide pertinent input when required. NEWRF, NEWTP, and Common Facilities meetings will be scheduled for the same day. The ENGINEER will prepare and distribute COUNTY approved agendas and minutes for each meeting. Agendas will be submitted to the COUNTY at least two days prior to the meeting. Draft minutes will be submitted to the COUNTY no more than seven days following each meeting; COUNTY will provide comments no more than seven days after receipt of draft minutes. Agendas and final minutes will be posted to the collaborative project web site for additional access by the project team. 6.3.2. 60 Percent Design 6.3.2.1. Design Submittal The 60 percent design review submittal will include the various discipline preliminary plans, specifications and details as appropriate to the level of design at the time of the submittal. A copy of the 30 percent COUNTY design submittal comments log including resolution of each comment by the ENGINEER will be provided with the 60 percent submittal. 6.3.2.2. Constructability Analysis The ENGINEER will participate in an independent constructability analysis of the plans and specifications at the 60 percent design review submittal stage. This review will consist of a review of the design for the use of practical cost-effective construction measures, procedures and scheduling; review of required construction activities and their effect on existing equipment, process and operation; compliance with life safety codes, review and coordination of contract provisions and construction details to minimize potential conflicts and claims, and other aspects related to the construction of the facility. Efforts will include review of the updated control Page 83 of 124 descriptions; updated design calculations; updated equipment data sheets (with catalog cuts); and updated equipment and instrumentation list. The constructability analysis will be conducted by a team of experienced professionals nominated by the ENGINEER and the CM@RISK, and others selected by the COUNTY. The COUNTY will be responsible for providing the support resources and the location for this task. 6.3.2.3. Design Review Workshop The ENGINEER will conduct a two-day submittal review workshop following the 60 percent design submittal to the COUNTY. A three-week review period by the COUNTY will be allotted. The CM@RISK will also participate in workshop and provide pertinent input when required. The ENGINEER will develop a log of COUNTY review comments and submit with 90 percent design review submittal. 6.3.2.4. Estimate of Probable Cost ENGINEER will assist CM(cD-RISK in developing an estimate of probable cost and submit to the COUNTY with the 60 percent Design documents. 6.3.3. 90 Percent Design 6.3.3.1. Design Submittal The 90 percent design review submittal will include the various discipline preliminary plans, specifications and details as appropriate to the level of design at the time of the submittal. A copy of the 60 percent design submittal comments log will also be provide with the 60 percent submittal. 6.3.3.2. Detailed Quality Management Check ENGINEER will perform an internal detailed quality management check of the plans and specifications prior to submittal of the 90 percent design review package to the COUNTY and other applicable review agencies. This check will include a review of the plans and specifications for conformity with the local, state and federal guidelines; as well as coordination between the process and mechanical work with specialty groups, including civil, architectural, structural, HVAC, plumbing, fire protection, electrical and instrumentation. Efforts will include items identified on ENGINEER's detailed checklist, in accordance with the Project Design Services and Quality Management Plan. Page 84 of 124 6.3.3.3. Design Review Workshop The ENGINEER will conduct a three-day submittal review workshop following the 90 percent design submittal to the COUNTY. A four -week review period by the COUNTY will be allotted. The CM@RISK will also participate in workshop and provide pertinent input when required. The ENGINEER will develop a log of COUNTY review comments and submit with 100 percent submittal. 6.3.3.4. Final Cost Estimate At 90 percent design, ENGINEER will assist CM a)RISK in updating the opinion of probable cost and provide an updated estimate to the COUNTY. A 3rd party cost estimator provided by the COUNTY will review CM@RISK'S cost estimate and provide an independent estimate. 6.3.3.5. 100 Percent Design The ENGINEER will finalize, seal and submit design drawings, specifications and details following receipt and incorporation of COUNTY and review agency comments. COUNTY comments may include edited comments from the CM@RISK. ENGINEER will pre -submit one (1) copy of the 100 percent design documents (along with copy of 90 percent design submittal comments log) to COUNTY for back -check review prior to submitting final documents. Electronic copies of final documents will also be provided on CD. Following a final review by the COUNTY, the ENGINEER shall provide ten (10) complete sets of signed and sealed final drawings, specifications and details for public record and construction. Additional sets or partial sets will be provided by the ENGINEER as required for regulatory permit applications. All design drawings, specifications and details provided for permitting purposes shall be so indicated and shall be signed and sealed only as required by the permitting agency. 6.3.4. Assist with GMP Negotiations The ENGINEER will assist COUNTY in negations of guaranteed maximum price (GMP) with CMe-RISK. Page 85 of 124 6.3.5. Permitting Assistance Based on.the required permitting procedures determined during Task..3.3, the ENGINEER will prepare and assist the COUNTY with submission of the required permitting packages to the appropriate agencies. All permit application fees will be paid directly to the respective agencies by the COUNTY. The ENGINEER will review agency comments from each of the initial application submittals, as applicable, and will prepare responses on behalf of the COUNTY. 6.4. COMMON FACILITIES SERVICES DURING CONSTRUCTION The ENGINEER will be responsible to the level of competency and standard of care presently maintained by other practicing Professional Engineers performing the same or similar type of work at the time notice to proceed is issued. Standard of care, as applied to design professionals, will be defined as the ordinary and reasonable care required and established by expert testimony of what a reasonable and prudent professional would have done under the same or similar circumstances. The ENGINEER will provide services for each phase of construction to establish that the work being performed by the CM@RISK is in conformance to the requirements of the Contract. The ENGINEER will provide the services of a Resident Engineer and other project representatives (if required) for the duration of construction activities. The Resident Engineer and other project representatives may be responsible for services related to the construction of other facilities, including but not limited to the Common Facilities and the WTP that comprise this Project. The ENGINEER will not be responsible for the means, methods, techniques, sequences, or procedures or construction selected by CM@RISK, or the safety precautions and programs incident to the work of CM@RISK, and will not be responsible for CM@RISK's failure to carry out work in accordance with the Contract Documents. Page 86 of 124 6.4.1. Resident Engineer The NEWRF Resident Engineer will provide services for the Common Facilities for the duration of the construction, startup and training period for the purpose of handling field communications with the CMe-RISK, monitoring the day-to-day construction activities, and verifying field conditions in accordance with the intent of the Contract Documents. The Resident Engineer shall accompany the CEI to periodically observe the progress of construction and inspect critical materials, installations or facilities. The Resident Engineer will provide the COUNTY monthly progress reports that present the activities of the past period and anticipated activities of the upcoming period. The Resident Engineer shall provide other related Project services as required. 6.4.2. Pre -Construction Conference Prior to the beginning of construction activities, CM@RISK will organize, schedule and oversee a pre -construction conference with the COUNTY, the Resident Engineer, the CEI and the Construction Subcontractors. 6.4.3. Weekly Progress and Monthly Status Meetings The Resident Engineer will participate in weekly progress and monthly status meetings (24 per schedule) with the CM@RISK, Subcontractors and other COUNTY representatives throughout the construction phase to keep the COUNTY informed of the project progress, and obtain input and direction as required for outstanding project issues. Prior to each meeting, the Resident Engineer will prepare relevant information to be addressed. Meeting objectives will be to reach decisions on pertinent issues relative to the specific topic being addressed. The Resident Engineer will capture COUNTY -approved decisions through meeting minutes, to be distributed to meeting attendees for review and approval. Following receipt of comments, the Resident Engineer will prepare final minutes for distribution. 6.4.4. Review of Construction Schedule The ENGINEER will review the CM@RISK's Construction Schedule. The Schedule will include all construction activities in accordance with the Contract requirements, satisfaction of the Contract requirements for timeliness, and will include all information and logic with respect to task sequencing conditions. The ENGINEER and CM@RISK will collaborate on modifications Page 87 of 124 to the schedule until both the ENGINEER and CM@RISK are satisfied that the schedule accurately reflects the appropriate schedule of activities for the Project. Upon satisfaction of the ENGINEER and the CM@RISK, the ENGINEER shall submit the approved schedule to the COUNTY for final approval as the "Approved Construction Schedule" which will be incorporated into the Master Project Schedule. 6.4.5. Submittal Review The ENGINEER will establish and maintain a system for the review of submittals by the CM@RISK (i.e., samples, schedules, and shop drawings) for conformance to the design concept of the project and for compliance with the Contract Documents; and will assemble written guarantees and operating manuals required of the CM@RISK. The submittal review systems will be structured and managed to provide timely review and response to the CM@RISK's submittals. The ENGINEER will review and return submittals within the calendar days set forth in the Contract Documents for the project. The Resident Engineer will maintain the following submittal files: • ENGINEER's File — Contains copies of submittals whether accepted or rejected. This filing system will be organized, formatted, and numbered in parallel with the Contract Documents. This file will be a complete submittals file, and will be kept on -site at the Resident Engineer office. A complete redundant copy of the ENGINEER's File will be kept at a separate location and will be updated weekly. • COUNTY's File — Contains copies of accepted submittals only. This file will be turned over to the COUNTY after the project is complete. • Project Files — Contains copies of accepted submittals. 6.4.6. RFIs and RFAs Requests for Interpretation (RFIs) and Requests for Alternates (RFAs) from the CM@RISK will be logged by the Resident Engineer. The Resident Engineer will be responsible for the preparation and response to the RFIs and RFAs and that the field personnel have been provided the appropriate level of information relative to the request. The goal for responding to RFIs and RFAs is 3 business days with a maximum of 7 business days. Should the Resident Engineer require time beyond 7 business days to prepare a response, the Resident Engineer will provide to the COUNTY a memorandum detailing the issues, actions required to develop a response, and time estimate for response submittal. The Resident Engineer will respond to Page 88 of 124 general requests for information and/or alternates from the CM@RISK to provide supplemental information. The. Resident Engineer will issue clarifications to the CM@RISK as, required to clarify discrepancies in the Contract Documents. Should an RFA require additional design effort by the ENGINEER, CM(Q_RISK shall compensate ENGINEER for this work. The Resident Engineer shall keep a log showing the receipt and response date of each RFI or RFA. 6.4.7. Change Order Requests and Work Directives The Resident Engineer will review and analyze Change Order Requests, whether initiated by the COUNTY, or the CM@RISK. The Resident Engineer will initiate Change Order Requests only after review and acceptance by the COUNTY. Resident Engineer review and analysis of Change Order Requests will include scope and pricing information submitted by the CM@RISK as part of the request, and will include field review and discussions with the CM@RISK and COUNTY regarding the request. Special design services required for a CM@RISK or COUNTY requested change order 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 ENGINEER reserves the right to negotiate additional engineering services fees. The Resident Engineer will process Change Orders for the project. These services will include, but not be limited to: • 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 CM@RISK. • Preparation of the Change Orders for the COUNTY's execution. • Assist with Executive Summary preparation. • Other support services as required. 6.4.8. Collaborative Project Web Site The Resident Engineer will utilize the project collaborative web site (initially developed during the earlier phases of the project and maintained by the ENGINEER) for electronic storage of project correspondence, photos, and other construction -related documents. Other COUNTY Page 89 of 124 initiated Project related information may be displayed on the web site during construction including, but not limited to, real time video imaging. 6.4.9. Review CM@RISK Pay Requests The Resident Engineer will, on a monthly basis, estimate the compensation due the CM@RISK 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 independent CEI will represent to the ENGINEER and the COUNTY that the quality of the work authorized for payment is generally in accordance with the Contract Documents. The Resident Engineer review will include a numerical and mathematical check of quantities, values, percentages of the completed work, schedule, and if applicable, schedule recovery plan. 6.4.10. Final Inspections One formal final inspection will be conducted jointly with the Resident Engineer, COUNTY representatives, the CM@RISK, and Subcontractors for Substantial Completion and one formal inspection for Final Completion. Additional informal inspections will be conducted by the Resident Engineer and CEI during the final stages of construction before Substantial and before Final Completion. A formal punchlist of incomplete work will be developed jointly with the Resident Engineer, the CEI and the COUNTY field representatives after Substantial Completion and will be issued to the CM@RISK in accordance with the Contract Documents. Multiple, informal punch lists may be prepared jointly by the Resident Engineer and the CEI to aid the CM@RISK with the closeout of the Project construction. 6.4.11. Startup Services and Consultation Appropriate engineers and field personnel will be provided by the ENGINEER to assist COUNTY staff with startup and performance testing of mechanical and process equipment in order to verify that equipment and systems performance, operational and acceptance field testing, and startup are conducted as required by the Contract Documents and in the presence of the required personnel, and that the CM(a RISK maintains adequate records thereof. All startup and performance testing observations and records will be I reported to the Resident Engineer with appropriate details relative to the test procedures and startups. Page 90 of 124 In cooperation with the CM@RISK, Subcontractors, manufacturers and suppliers, performance test data will. be collected and compiled by the Resident Engineer and provided. to the COUNTY and any performance or warranty guarantee holders. Other duties will include: • Attend sequencing and startup meetings with the appropriate parties including a kick-off meeting to enhance coordination and scheduling. • Interface between COUNTY staff and equipment manufacturer representatives, specialist, and appropriate startup technicians provided by the CM@RISK, Subcontractors, manufacturers and suppliers. • Assist in monitoring system performance and provide comments and recommendations regarding the results. 6.4.12. Operator Training The ENGINEER will lead and coordinate with CM@RISK and manufacturers on operator training to COUNTY staff for mechanical equipment, process control software, and other operational aspects. The training will focus on design intent, maintenance and include special focus on the wastewater treatment processes control and monitoring installed. A combination of classroom and hands-on training methods will be utilized. O&M manuals and field operating protocols will be used in the training and each component will be identified in the field. Curriculum will be developed along -side COUNTY staff and approved prior to start of training. Training will be validated through testing and interactive exercises. The COUNTY, at its option will be permitted to have all training sessions recorded for future COUNTY training purposes only. 6.4.13.Operations and Maintenance Manual The ENGINEER will prepare a comprehensive Operations and Maintenance Manual (O&M Manual). The O&M Manual will include necessary information required to operate installed equipment. Information will include vendor data and manufacturers cut sheets, detailed sketches and drawings, equipment locations, P&IDs, equipment tag numbers, spare parts listing, vendor -recommended spare parts and reliability stocking levels and life expectance, and other equipment specific information. In addition, effective operating protocols will be developed, in cooperation with the plant operators, to coincide with the design intent. 10 copies of the Final Draft O&M Manual will be provided at the time of substantial completion. 10 copies Page 91 of 124 of the Final O&M Manual will be provided prior to final completion. ENGINEER will convert the Final O&M Manual to HTML and PDF format and will provide these files on CD. A database will be provided to include process, component, recommended spare parts, vendors, and inventory. Databases will be organized consistent with the O&M manuals and tag numbers assigned to each component. The database will be delivered in Microsoft Access format, and the COUNTY's Allmax Op 10 system representatives will be contacted to ensure direct compatibility and the ability to import directly. Vendors will be required to recommend spare parts, reliability and redundancy stockage items, life expectancy, and estimated installed costs for each component, including routine, long-term, and specialty maintenance. 6.4.14. Final Certification The ENGINEER will provide final certifications to certify construction completion with the various permitting agencies and the COUNTY. Certifications forms, record drawings and other information will be submitted as required. 6.4.15. Record Drawings The ENGINEER will review the progress of development of the CM@RISK's record drawings quarterly throughout the course of construction. Upon completion of construction, the CM@RISK shall produce an end -of -project set of Record Drawings for the COUNTY. CM@RISK will revise the contract drawings to show as -constructed conditions and will furnish one electronic copy, one reproducible Mylar copy, and 5 original sets to the COUNTY. Record drawings will be provided prior to final completion. 6.4.16. Warranty Correction Period and Operational Assistance The ENGINEER will provide engineering services throughout the warranty correction period for construction contract. The ENGINEER will provide monthly trips to the project site to evaluate issues that have initiated during the month. The ENGINEER will maintain a correction item list throughout this period and coordinate the resolution of identified issues with the COUNTY and the CM@RISK. The ENGINEER will provide technical expertise to review each issue and will prepare an individual written response to address each issue and how each was addressed. During the 11th month of the 12-month correction period, the ENGINEER will perform a detailed Page 92 of 124 on -site final walk-through to identify the remaining correction issues and to establish the method of. final resolution of these issues prior to the expiration of the 12-month correction period. 7.0 INJECTION WELLS The Scope of Work associated with preliminary design, final design, and services during construction of required injection and monitoring wells have been included herein as a separate task from the NEWRF, NEWTP and Common Facilities. It is assumed that injection well(s) will be constructed as a separate project with a separate construction delivery system. All design and construction services related to the injection wells will be coordinated with NEWRF, NEWTP, and Common Facilities. 7.1. Preliminary Design and Permit Application The ENGINEER shall evaluate the site during the preparation of the Master Site Plan and Engineering Report to determine the most effective locations for the injection wells. Determination of the specific location for the injection well(s) will occur during the Preliminary Design Phase of the overall project. 7.1.1. Alternatives Evaluation The injection facilities consist of the injection well(s), monitoring well(s), temporary storage and pumping facilities to dispose of concentrate from the NEWTP and rejected effluent from the NEWRF. The ENGINEER shall select alternative sites within the Project site to cost effectively locate the injection facilities. The ENGINEER shall prepare and distribute to the COUNTY a Technical Memorandum evaluating all aspects of the alternative injection facilities sites. The ENGINEER shall make a presentation regarding the alternative sites to the COUNTY for determination of the preferred site. 7.1.2. Pre -Application Meeting The injection facilities will require an Underground Injection Conditions (UIC) construction permit from the Florida Department of Environmental Protection (FDEP). The ENGINEER shall Page 93 of 124 coordinate and support the COUNTY in a pre -application meeting with the FDEP Technical Advisory Committee (TAC). 7.1.3. Area of Review Study The ENGINEER shall conduct the required FDEP "Area of Review Study" for the injection facilities. This study is intended to detail the nature of the hydrogeologic system, conditions, and extent to which confining layers may be penetrated by existing wells or other artificial penetrations in the area. The ENGINEER shall document all penetrations within one mile of the proposed injection well(s). The actual area of the study will be determined at the first formal meeting with FDEP. The Area of Review Study will describe the hydrogeology of the subsurface and will include tables showing the locations and depths of all existing and abandoned wells , dry holes, surface water bodies, natural springs, and other related features. The Study will document the date of drilling and/or plugging and the current use or status of the wells. The Study will detail cross -sections of geologic structure, confining layers and permeable intervals, and water quality. A technical memorandum will be produced in conjunction with this task to document results. 10 copies of the draft memoranda will be submitted to COUNTY for review and comment. After incorporation of comments, 10 copies of the final memoranda will be delivered. 7.1.4. Injection Well Design Investigation The ENGINEER will analyze the flows and characteristics of the disposal streams from the WRF and WTP facilities and the hydrogeological conditions of the well site. The ENGINEER will use this information to develop a conceptual design basis for materials and equipment needs associated with the design of the injection well and monitoring well system. A technical memorandum will be produced in conjunction with this task to document results. 10 copies of the draft memoranda will be submitted to COUNTY for review and comment. After incorporation of comments, 10 copies of the final memoranda will be delivered. 7.1.5. FDEP Injection Well Permit Application The ENGINEER shall prepare a FDEP Injection Well Permit Application package for the COUNTY. This package will include detailed explanations of the hydrogeology and Page 94 of 124 groundwater quality of the site, results of the "Area of Review Study", preliminary technical specifications for construction of the injection well(s) and monitoring well(s), and other necessary, requested or required information. The permit application package will be presented to the COUNTY staff for comment and review. The COUNTY's comments will be incorporated in the package prior to submittal. 7.1.6. Preliminary Design Report The ENGINEER shall prepare a Preliminary Design Report for Injection Wells that will include the injection facilities site layout, a piping diagram, and an opinion of probable cost for injection facilities. The report will also include previous memoranda. A draft report will be developed and submitted to the COUNTY for review and approval. A three-week review period by the COUNTY will be allotted. Upon receipt of comments, a final report will be submitted to the COUNTY for distribution. The report will also be stored on the collaborative project web site for access by project stakeholders. 7.2. Injection Well Final Design 7.2.1. UIC Permit Application Coordination and Support Services The ENGINEER shall continue to provide support services on behalf of the COUNTY throughout the permit review process, which is anticipated to take at least six months. The ENGINEER shall prepare responses to question or requests made by FDEP during their review or provide such additional information as required. 7.2.2. Prepare Detailed Construction Documents The ENGINEER shall prepare all construction documents including construction plans and specifications, general conditions and special conditions, for the construction of the injection facilities. The contract documents shall be inclusive of all site civil, electrical, mechanical, architectural, plumbing, process and controls, restoration, landscaping, life safety, etc. etc. etc. The ENGINEER shall coordinate the construction documents with the COUNTY's standard bidding protocol and documents. 7.2.3. Design Review -10 Percent The first design review meeting will be held when design documents are approximately 10 percent complete. The Preliminary Design Report will be submitted at this time, along with the Page 95 of 124 appropriate plans showing proposed facility locations. A three-week review period by the COUNTY will be allotted. The following information will be submitted for review: • drawings showing piping layout pipeline sizes and mechanical equipment; • list of major equipment proposed; • civil/site plans showing general layout of the facilities; • design of the injection well head and associated equipment; and • layout of the well pad facilities that will remain after construction; and • cost opinion for project elements. 7.2.4. Design Review - 30 Percent The second design review meeting will be held when design documents are approximately 30 percent complete. A three-week review period by the COUNTY will be allotted. The following information will be submitted for review: • mechanical and piping detailed design drawings showing location of major items; • civil/site plans, plumbing, and structural plans sufficiently complete to show location and some structural details; • well construction drawings; • control schematics and electrical equipment layout drawings; • equipment specifications; and • cost opinion for project elements. 7.2.5. Design Review - 60 Percent The third design review meeting will be held when the Contract Documents are approximately 60 percent complete. A three-week review period by the COUNTY will be allotted. The following documents will be included for review: • mechanical and piping detailed design drawings showing location of all items; • civil/site plans, plumbing, and structural plans sufficiently complete to show location and structural details; • well construction drawings; • control schematics and electrical equipment layout drawings; • equipment specifications; and • cost opinion for project elements. Page 96 of 124 7.2.6. Final Design Review The fourth design review meeting will be held .when Contract Documents are approximately 90 percent complete. A three-week review period by the COUNTY will be allotted. The following documents will be reviewed: • complete set of Contract Drawings; • final version of the Project Manual showing specifications; and • cost opinion for project elements. 7.3. Contract Award Process ENGINEER will prepare completed bid documents for work to be bid. 7.3.1. Drilling Contractor Pre -Qualification The ENGINEER will prepare a pre -qualification package for distribution to drilling Contractors. A set of ranking criteria will be prepared for evaluation of the Contractor submittals. The ENGINEER will assist the COUNTY as necessary in evaluating the Drilling Contractor submittals, and selecting the Contractor. 7.4. Construction Services 7.4.1. Construction Administration The ENGINEER will provide comprehensive management during the construction of the injection and monitor wells and associated facilities. The ENGINEER (utilizing Subconsultant, WRS) will provide qualified field inspectors for their work elements. The Carollo Project Director will have overall responsibility for coordinating construction operations, and will ensure that the appropriate team members are providing the necessary review of contractor performance and adherence to the schedule and that quality control procedures are followed. Submittals will be promptly reviewed to assure compliance with specifications. 7.4.2. Field Services During Drilling Construction of the injection well and monitor well will be done on a 24-hour-per-day basis. Throughout the drilling period, the ENGINEER will have a qualified hydrogeologist on site to observe the drilling and testing operations. The ENGINEER will coordinate tests and maintain communications with the appropriate regulatory personnel to assure compliance with permit criteria. The Field Supervisor, a senior hydrogeologist, will closely monitor field activities and will Page 97 of 124 be present for important tests and for those issues that require field decisions. Final pressure tests and mechanical integrity demonstrations will be scheduled with the FDEP. 7.4.3. Construction Progress Meetings and Reports Weekly meetings will be held at the appropriate construction site to review the work and progress. The COUNTY staff will be invited to attend all meetings. Daily reports will be prepared by the drilling contractor describing the work accomplished and itemizing pay item quantities. Weekly summary reports will be prepared addressing all work done. The ENGINEER will prepare a monthly report for submittal to the COUNTY regarding the status of the project. 7.4.4. Record Documents and Completion Report Upon completion of construction, the ENGINEER will prepare a Construction Completion Report, which will note any changes that may have occurred during construction of any facilities. The completion report will include a detailed description of the drilling program, and results of testing and analyses done regarding the wells. The document will comply with the conditions of the FDEP permit. The ENGINEER will then supply the required number of documents to the COUNTY, the FDEP, and TAC. 7.4.5.Operational Testing Permit The injection well will not be eligible to receive an operating permit until it has completed one year of operational testing. After the final pumping and pressure tests have been conducted and mechanical integrity has been demonstrated, the ENGINEER will complete all processes and documents to request and obtain an operational testing permit. The well will not be in regular use and therefore, the ENGINEER will develop a program to obtain sufficient information during the period of operational testing to meet the needs for issuance of the final operating permit. 7.4.6.Operations and Maintenance Manual An Operations and Maintenance Manual will be prepared for the injection well and monitoring well system. The equipment specifications, drawings, and maintenance data provided by the manufacturer of each piece of equipment will also be incorporated in the Operations and Maintenance Manual. Upon completion of the hardcopy O&M manual, the ENGINEER will convert the contents of the manual to HTML and PDF format. O&M manual will be provided to the COUNTY in both hardcopy and electronic format. Page 98 of 124 7.4.7. Start-up Assistance & Operator Training The ENGINEER will conduct a.training session to explain the operation and maintenance procedures for the facilities. The ENGINEER will work with the plant operator to develop effective operating protocols. 7.4.8.Operational Permitting After one year of operational testing or as soon as sufficient system performance data have been obtained, the ENGINEER will prepare an application for an operating permit. The application submittal will include tabulation and graphical representation of one year of operating and monitoring records, and explanations regarding the data and performance of the system. The ENGINEER will develop the plan for the COUNTY to obtain the necessary data, and will supply required information and coordinate the process through issuance of the permit. 8.0. ADDITIONAL SERVICES Additional Services are defined as those not included in the basic services described previously, but those that may be provided during the project duration. If requested by the COUNTY, the ENGINEER will provide any or all of the following Additional Services for additional compensation as mutually agreed by the ENGINEER and COUNTY. The Additional Services may include, but are not necessarily limited to, the following: 8.1. Major Equipment Early Procurement If desired by the COUNTY, the ENGINEER will assist the CM@RISK with the early procurement of certain required equipment and supporting appurtenances with specific manufacturers, including the development and submittal of technical specifications and supporting drawings required to obtain procurement proposals from applicable manufacturers and/or vendors; coordination of vendor proposals, including responses to questions and clarifications; and assistance with evaluating and selecting equipment and appurtenance. Page 99 of 124 8.2. Additional Technical Memoranda ENGINEER will prepare up to 5 additional technical memoranda as directed by COUNTY and authorized in writing to support the project. 8.3. Asset Management As directed by COUNTY, ENGINEER will provide services to support inclusion of project -related elements into a yet -to -be -determined asset management system. Page 100 of 124 SCHEDULE B BASIS OF COMPENSATION B.1.1. As consideration for providing Basic Services as set forth herein in Schedule A, OWNER agrees to pay, and CONSULTANT agrees to accept, the lump sum fees as shown on Attachment A entitled "Schedule Fees for Basic Services". B.1.2. Payment For Basic Services under Schedule A shall be paid on a lump sum basis in accordance with Schedule C milestones. B.2.1. As consideration for providing properly approved Additional Services set forth in Article Two of this Agreement, OWNER agrees to pay and CONSULTANT agrees to accept payment as a lump sum, or on a time and reimbursable cost basis. Payments for properly approved Additional Services shall be made monthly either as a lump sum, or on a time and reimbursable cost basis computed in accordance with Attachment B entitled "Consultant's Employee Hourly Rate Schedule" for employees working under this Agreement. B.2.2. Reimbursable costs shall mean the actual expenditures made by the CONSULTANT while providing Additional Services, in the interest of the Project, listed in the following sub -paragraphs: (a) expenses for transportation and subsistence incidental to out-of-town travel required by CONSULTANT and directed by OWNER, other than visits to the Project Site or OWNER's office; (b) expenses for preparation, reproduction, photographic production techniques, postage and handling of drawings, specifications, bidding documents and similar Project -related items in addition to those otherwise required in Basic Services; Page 101 of 124 (c) when authorized in advance by OWNER, except as specifically otherwise provided herein, the expense of overtime work requiring higher than regular rates; and (d) expenses for renderings, models and mock-ups requested by OWNER. B.2.3. By way of example and not limitation, reimbursable costs shall specifically not include expenditures, except as otherwise described in paragraph B.2.2, such as: (a) expenses for transportation and subsistence; (b) overhead, including field office facilities; (c) overtime not authorized by OWNER; or (d) expenses for copies, reproductions, postage, handling, express delivery, and long distance communications. B.3.1. In no case shall the lump sum figures on Attachment A be exceeded without a change in the scope of the project being approved, in writing, by the County. B.3.2. Payments will be made for services rendered, no more than on a monthly basis, within thirty (30) days of submittal of an approvable invoice. The number of the purchase order by which authority the services have been made, shall appear on all invoices. All invoices shall be reasonably substantiated, identify the services rendered and must be submitted in triplicate in a form and manner required by OWNER. B.3.3. CONSULTANT acknowledges that Attachment A - Schedule of Fees for Basic Services, Attachment B - Consultant's Employee Hourly Rate Schedule, each attached to this Schedule B are incorporated herein and, will be the basis for OWNER's budgeting, authorizing and monitoring of expenditures under this Agreement. B.3.4 Cost of Business Adjustment (COBA). This project will be developed over a minimum five (5) year schedule. In order to share the risk Page 102 of 124 related to Inflation, each year, on the contract anniversary date, the remaining professional fees will be adjusted to an amount equal to the Consumer Price Index for the past twelve (12) months up to a maximum of three and one-half Percent (3.5%) per year. END OF SCHEDULE B. Page 103 of 124 SCHEDULE B - ATTACHMENT A SCHEDULE OF FEES FOR BASIC SERVICES Task 1 Project Management $ 438,256.00 Task 2 Public Involvement Program $ 297,169.00 Task 3 Site Planning $ 1,164,397.00 Task 4 Water Reclamation Facility 4.1 Design Basis $ 368,654.00 4.2 Preliminary Design $ 126,536.00 4.3 Final Design $ 1,852,213.00 4.4 Services During Construction $ 1,199,328.00 Task 5 Water Treatment Plant 5.1 Design Basis $ 283,699.00 5.2 Preliminary design $ 83,280.00 5.3 Final Design $ 1,458,553.00 5.4 Services During Construction $ 1,157,611.00 Task 6 Common Facilities 6.1 Design Basis $ 118,563.00 6.2 Preliminary Design $ 24,308.00 6.3 Final Design $ 385,449.00 6.4 Services During Construction $ 274,327.00 Task 7 Injection Wells $ 1,021,857.00 Task 8 Allowance for Contingencies * $ 916,920.00 Task 9 Cost of Business Adjustment $ 553,900.00 TOTAL $ 11,725,020.00 * The construction cost estimate did not include a contingency for unforeseen conditions. Therefore, for the purpose of dealing with those items that cannot be identified at this time that could impact the design, such as the final water treatment process and subsoil conditions, an allowance was negotiated based upon a maximum of twelve percent (12%) design fees on a contingency of ten percent (10%) of the construction cost estimate. The resulting allowance was calculated as follows: Construction Contingency-$76,410,000 X 0.10 = $7,641,000 Allowance for Design - $7,641,000 X 0.12 = $916,920 Page 104 of 124 The use of any Allowance funds requires written authorization by the Owner. The Contractor shall not propose the use of Allowance funds for work included in the Contract Documents, or any work that may be reasonably inferred from the Contract Documents. The Contractor shall provide a complete proposal listing all labor, materials, expenses, and profit, and shall not proceed with any extra work without obtaining prior written authorization of items approved as Allowance work. Page 105 of 124 SCHEDULE B - ATTACHMENT B CONSULTANT'S EMPLOYEE AND SUBCONSULTANT'S HOURLY RATE SCHEDULE The following hourly rate schedules shall remain in force for one (1) year. This project will be developed over a minimum five (5) year schedule. In order to share the risk related to Inflation, each year on the contract anniversary date, the hourly rate schedules will be adjusted to an amount equal to the Consumer Price Index for the past twelve (12) months up to a maximum of three and one-half Percent (3.5%) per year. Page 106 of 124 Engineers/Scientists Assistant Professional Professional Project Professional Lead Project Professional Senior Professional Technicians Technicians Senior Technicians Support Staff Word Processing / Clerical Other Direct Expenses Travel and Subsistence Mileage Carollo Engineers, PC 2004 FEE SCHEDULE Hourly Rate $105 $137 $165 $178 $195 $78 $119 $77 At cost .32/mile Page 107 of 124 WILSONMILLER, INC. SCHEDULE OF FEES Effective September 25, 2004 PC1 Professional Consultant Level 1 PC2 Professional Consultant Level 2 PC3 Professional Consultant Level 3 PC4 Professional Consultant Level 4 PC5 Professional Consultant Level 5 PC6 Professional Consultant Level 6 PC7 Professional Consultant Level 7 PC8 Professional Consultant Level 8 PC9 Professional Consultant Level 9 P10 Professional Consultant Level 10 CT1 Computer Technician 1 CT2 Computer Technician 2 CT3 Computer Technician 3 CT4 Senior Designer 4 CT5 Senior Designer 5 FT1 Field Technician 1 FT2 Field Technician 2 FT3 Field Technician 3 FT4 Field Technician 4 GS1 Geographic Information Systems Analyst 1 GS2 Geographic Information Systems Analyst 2 GS3 Geographic Information Systems Specialist 3 GS4 Geographic Information Systems Specialist 4 GS5 Geographic Information Systems Specialist 5 AM1 Administrative Assistant 1 AM2 Administrative Assistant 2 AM3 Project Administrator SC2 2 Person Field Crew SS2 2 Person Senior Field Crew SC3 3 Person Field Crew SR1 1 Person Robotic Survey Crew SR2 2 Person Robotic Survey Crew GPC GPS Crew $75.00/Hr. $85.00/Hr. $95.00/Hr. $110.00/1-1r. $125.00/Hr. $137.00/H r. $150.00/Hr. $165.00/Hr. $185.00/1-Ir. $200.00/Hr. $55.00/Hr. $65.00/Hr. $75.00/Hr. $90.00/Hr. $100.00/H r. $50.00/Hr. $60.00/Hr. $70.00/Hr. $80.00/Hr. $60.00/Hr. $75.00/Hr. $90.00/H r. $105.00/H r. $125.00/Hr. $45.00/Hr. $55.00/Hr. $65.00/Hr. $100.00/Hr. $110.00/1-1r. $125.00/Hr. $95.00/Hr. $120.00/Hr. $135.00/Hr. Page 108 of 124 Senior Engineer D-PRO HOURLY RATE SCHEDULE $120/ per hour Page 109 of 124 Process Engineer EKSTER AND ASSOCIATES HOURLY RATE SCHEDULE $150/ per hour Page 110 of 124 WATER RESOURCE SOLUTIONS, INC. HOURLY RATE SCHEDULE Principal $ 161/hour Senior Scientist II $ 150/hour Senior Hydrogeologist $ 150/hour Senior Engineer $ 120/hour Senior Project Manager $ 120/hour Hydrogeologist II $ 86/hour Hydrogeologist 1 $ 76/hour Senior Technician $ 70/hour Design CADD Technician $ 70/hour Support/Document Preparation $ 54/hour Page 111 of 124 Wise Associates North 1409 E. Skyline Drive Madison, WI 53705 USA Ph / fax (608) 233-7683 November 19, 2004 Mr. Craig Pajer, P.E. Senior Project Manager Wilson Miller 3200 Bailey Lane Suite 200 Naples, FL 34105-8522 RE: COLLIER COUNTY South 388 2nd Avenue North Naples, FL 34102 USA Ph / fax (239) 643-6210 NORTHEAST WATER RECLAMATION FACILITY AND WATER TREATMENT PLANT NOISE CONTROL SERVICES - FEE SCHEDULE Dear Craig: This letter is to confirm, on behalf of Wise Associates and Roth Acoustical Associates, that our standard fee for noise control engineering services is $150 per hour + expenses. The fee applies to preparation, time on -site, communications, report writing and travel time. Our proposed scope of work to provide noise control engineering for the above referenced project has been previously submitted to Wilson Miller and Carollo under "Roth". Steve Wise, of Wise Associates, and Steve Roth, of Roth Acoustical Associates, will act as partners. Regards, W,A)9__e Steve Wise Page 112 of 124 SCHENKELSHULTZ - ARCHITECTURAL HOURLY RATE SCHEDULE Executive $ 285.00 Partner $ 240.00 Principal $ 190.00 Project Director/Manager $ 150.00 Sr. Project Architect $ 125.00 Project Architect $ 105.00 Architect $ 100.00 CADD Operator $ 95.00 Specification Writer $ 100.00 Job Site Inspector $ 105.00 Clerical $ 55.00 Reimbursable expenses are in addition to compensation for Basic and Additional Services and include expenses incurred by the Architect and Architect's employees and are identified as follows: Transportation/Mileage .32 per/mile Out of Town Travel Expenses Fees for Securing Permits/Approvals Reproductions Renderings/Models Page 113 of 124 SCHEDULE C PROJECT SCHEDULE Page 114 of 124 ■■ ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ 00©0©000©�©0 ■■■■■■■■■■■■ ■■■■■■■■■■■■■■■■ (7) Contractor/Consultant/Professional shall require each of its subcontractors to procure and maintain, until the completion of the subcontractor's work, insurance of the types and to the limits specified in this Section unless such insurance requirements for the subcontractor are expressly waived in writing by the Owner. (8) Should at any time the Contractor/Consultant/Professional not maintain the insurance coverages required herein, the Owner may terminate the Agreement or at its sole discretion shall be authorized to purchase such coverages and charge the Contractor for such coverages purchased. The Owner shall be under no obligation to purchase such insurance, nor shall it be responsible for the coverages purchased or the insurance company or companies used. The decision of the Owner to purchase such insurance coverages shall in no way be construed to be a waiver of any of its rights under the Contract Documents. (9) If the initial, or any subsequently issued Certificate of Insurance expires prior to the completion of the Work or termination of the Agreement, the Contractor / Consultant / Professional shall furnish to the County, in triplicate, renewal or replacement Certificate(s) of Insurance not later than thirty (30) calendar days prior to the date of their expiration. Failure of the Contractor to provide the County with such renewal certificate(s) shall be considered justification for the County to terminate the Agreement. WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY Required by this Agreement? X Yes No (1) Workers' Compensation and Employers' Liability Insurance shall be maintained by the Contractor/Consultant/ Professional during the term of this .Agreement for all employees engaged in the work under this Agreement in accordance with the laws of the. State of Florida. The amounts of such insurance shall not be less than: Page 116 of 124 a. Worker's Compensation - Florida Statutory Requirements b. Employers' Liability (check one) $100,000 Each Accident $500,000 Disease Aggregate $100,000 Disease Each Employee X $1,000,000 Each Accident $1,000,000 Disease Aggregate $1,000,000 Disease Each Employee (2) The insurance company shall waive its Rights of Subrogation against the Owner and the policy shall be so endorsed. (3) United States Longshoreman's and Harborworker's Act coverage shall be maintained where applicable to the completion of the work. Applicable X_ Not Applicable (4) Maritime Coverage (Jones Act) shall be maintained where applicable to the completion of the work. Applicable X Not Applicable COMMERCIAL GENERAL LIABILITY Required by this Agreement? X Yes No (1) Commercial General Liability Insurance shall be maintained by the Contractor/Consultant/Professional. Coverage will include, but not be limited to, Bodily Injury, Property Damage, Personal Injury, Contractual Liability for this Agreement, Independent Contractors, Broad Form Property Damage including Completed Operations and Products and Page 117 of 124 Completed Operations Coverage. Products and Completed Operations coverage shall be maintained for a period of not less than five (5) years following the completion and acceptance by the Owner of the work under this Agreement. Limits of Liability shall not be less than the following: General Aggregate $300,000 Products/Completed Operations Aggregate $300,000 Personal and Advertising Injury $300,000 Each Occurrence $300,000 Fire Damage $ 50,000 General Aggregate $500,000 Products/Completed Operations Aggregate $500,000 Personal and Advertising Injury $500,000 Each Occurrence $500,000 Fire Damage $ 50,000 X General Aggregate $1,000,000 Products/Completed Operations Aggregate $1,000,000 Personal and Advertising Injury $1,000,000 Each Occurrence $1,000,000 Fire Damage $ 50,000 (2) The General Aggregate Limit shall apply separately to this Project and the policy shall be endorsed using the following endorsement wording. "This endorsement modifies insurance provided under the following: Commercial General Liability Coverage Part. The General Aggregate Limit under LIMITS OF INSURANCE applies separately to each of your projects away from premises owned by or rented to you." (3) If the General Liability insurance required herein is issued or renewed on a "claims made" basis, as opposed to the 'occurrence" form, the retroactive date for coverage shall be no later than the commencement date of the Project and shall provide that in the event of cancellation or non -renewal the Extended Reporting Period (Discovery Period) for claims shall be no less than three (3) years. Page 118 of 124 (4) The Owner shall be named as an Additional Insured and the policy shall be endorsed that such coverage shall be primary to any similar. coverage carried by the Owner. claims. (5) Coverage shall be included for explosion, collapse or underground property damage (6) Watercraft Liability coverage shall be carried at the limits shown above if applicable to the completion of the work under this Agreement. Applicable X Not Applicable (7) Aircraft Liability coverage shall be carried at limits of $2,000,000 each occurrence if applicable to the completion of the work under this Agreement. Applicable X_ Not Applicable PROPERTY INSURANCE - BUILDERS RISK (1) Property Insurance - Builders Risk coverage shall be carried by the Owner if applicable. Applicable X Not Applicable (2) The Owner shall purchase and maintain in a company or companies lawfully authorized to do business in the State of Florida and in Collier County, property insurance in the amount of the initial Contract Sum as well as subsequent modifications thereto for the entire Work at the site on a replacement cost basis without voluntary deductibles. Such property insurance shall be maintained, unless otherwise provided in the Contract Documents or otherwise agreed in writing by all persons and entities who are beneficiaries of such insurance, Page 119 of 124 until final payment has been made or until no person or entity other than the Owner has an insurable_, interest in the property required to be covered, whichever is earlier. This insurance shall include interests of the Owner, the Contractor, Subcontractors, Sub -subcontractors and Material Suppliers in the Work. (3) Property insurance shall be on an all-risk policy form and shall insure against the perils of fire and extended coverage and physical loss or damage including, without duplication of coverage, theft, wind and hail, vandalism, malicious mischief, collapse, falsework, temporary buildings and debris removal including demolition occasioned by enforcement of any applicable legal requirements, and, at the Owner's option, shall cover reasonable compensation for Professional's services and expenses required as a result of such insured loss. At the Owner's option, flood insurance will also be purchased. (4) The property insurance provided by the Owner requires minimum deductibles and the Contractor shall pay costs not covered by the deductibles. The responsibility of the Contractor for any deductible associated with the all-risk policy described above shall be limited to a maximum of $1,000 for each occurrence unless higher deductibles are identified in Exhibit C of the Contract Documents. The responsibility of the Contractor for any deductible associated with the flood insurance identified herein, if purchased by the Owner, shall be limited to a maximum of $1,000 for each occurrence unless higher deductibles are identified in Exhibit C of the Contract Documents. (5) This property insurance shall cover portions of the Work stored off the site after written approval of the Owner at the value established in the approval, and also portions of the Work in transit. (6) Boiler and Machinery Insurance. The Owner shall have the option of purchasing and maintaining boiler and machinery insurance required by the Contract Documents or by law, which shall specifically cover such insured objects during installation and until final acceptance Page 120 of 124 by the Owner. If purchased this insurance shall include interests of the Owner, Contractor, Subcontractors and Sub-subcontrators in -the Work. (7) Waivers of Subrogation. The Owner and Contractor waive all rights against (1) each other and any of their subcontractors, sub -subcontractors, agents and employees, each of the other, and (2) the Professional, Professional's consultants, for damages caused by fire or other perils to the extent covered by property insurance obtained pursuant to this or other property insurance applicable to the Work, except such rights as they have to proceeds of such insurance held by the Owner as fiduciary. The policies shall provide waivers of subrogation by endorsement or otherwise. (8) A loss insured under Owner's property insurance shall be adjusted by the Owner as fiduciary and made payable to the Owner as fiduciary for the insureds, as their interests may appear. (9) If Builders Risk coverage is applicable the Contractor shall be responsible for the following maximum deductibles per occurrence per paragraph (3) above. NIA All Risk Policy - $1,000 maximum deductible All Risk Policy - Maximum deductible of $ Flood Policy - $1,000 maximum deductible Flood Policy - Maximum deductible of $, AUTOMOBILE LIABILITY INSURANCE Required by this Agreement? X Yes No Page 121 of 124 (1) Automobile Liability Insurance shall be maintained by the Contractor / Consultant / .Professional for the ownership, maintenance or use of any owned,_ non -owned or hired vehicle with limits of not less than: X Bodily Injury & Property Damage - $ 500,000 Bodily Injury & Property Damage - $1,000,000 (2) The Owner shall be named as an Additional Insured under the policy. UMBRELLA LIABILITY (1) Umbrella Liability may be maintained as part of the liability insurance of the Contractor/Consultant/Professional and, if so, such policy shall be excess of the Employers' Liability, Commercial General Liability and Automobile Liability coverages required herein and shall include all coverages on a "following form" basis. (2) The policy shall contain wording to the effect that, in the event of the exhaustion of any underlying limit due to the payment of claims, the Umbrella policy will "drop down" to apply as primary insurance. (3) The General Aggregate limit, if applicable, shall apply separately to this project and the policy shall be so endorsed. PROFESSIONAL LIABILITY INSURANCE Required by this Agreement? X Yes No Page 122 of 124 (1) Professional Liability Insurance shall be maintained by the Consultant/Professional to insure its legal liability for claims arising out of the performance of professional services under this Agreement. Such insurance shall have limits of not less than: $ 500,000 each claim and in the aggregate $1,000,000 each claim and in the aggregate $2,000,000 each claim and in the aggregate X $5,000,000 each claim and in the aggregate (2) Any deductible applicable to any claim shall be the sole responsibility of the Consultant/Professional and shall not be greater than $50,000 each claim. (3) The Consultant/Professional shall continue this coverage for this Project for a period of not less than five (5) years following completion and acceptance of the Project by the Owner. END OF SCHEDULE D. Page 123 of 124 SCHEDULE E TRUTH IN NEGOTIATION CERTIFICATE In compliance with the Consultants' Competitive Negotiation Act, Section 287.055, Florida Statutes, Carollo Engineers hereby certifies that wages, rates and other factual unit costs supporting the compensation for the services of the CONSULTANT to be provided under the Professional Services Agreement, concerning Design of Northeast Water Reclamation Facility and Water Treatment Plant are accurate, complete and current as of the time of contracting. Carollo Engineers, p.c. BY: TITLE: Vice Pracidpnt & RPgioyal Manager BY: TITLE: Partner DATE: 01/07/05 Page 124 of 124 ACORD CERTIFICATE OF LIABILITY INSURANCE OP ID L2 DATE(MM/DD/YYYY) CAROL10 1 01 03 05 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Brown & Brown Insurance of AZ ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 2800 N. Central Ave., #1600 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR P.O.` Box 2800 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Phoenix AZ 85002-2800 Phone:602-277-6672 INSURED Carollo Engineers P.C. Risk Management Off'ce 3033 North 44th St 4101 Phoenix AZ 85018 I1KOPI4:7dti=W INSURERS AFFORDING COVERAGE NAIC # INSURERA: Travelers Prop Cas Ins. Co. 36161 INSURER B: Travelers Lloyds Ins Co. 0532 INSURER C: Travelers Indemnity Cc of CT 25682 INSURERD: Great American Insurance Co. 0255 INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR INSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE MM/DD/YY POLICY EXPIRATIONDATE DATE MM/DDIYY LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1000000 A X X COMMERCIAL GENERAL LIABILITY CLAIMS MADE FX ] OCCUR 6300188B39404 12/31/04 12/31/05 PREMISES Eaoccurence $ 500000 MED EXP (Any one person) $ 20000 PERSONAL & ADV INJURY $ 1000000 Contractual Liab EXCLUDING PROF LIAB GENERAL AGGREGATE $ 10000000 (SEPERATE POL) GEN'LAGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ 2000000 POLICY PRO LOC JECT A AUTOMOBILE LIABILITY ANY AUTO 810995K500804 12/31/04 12/31/05 COMBINED SINGLE LIMIT (Ea accident) $ lOOOOOO X B ALL OWNED AUTOS SCHEDULED AUTOS CAP995K5008 (TEXAS) BODILY INJURY (Per person) $ X HIRED AUTOS NON -OWNED AUTOS BODILY INJURY (Per accident) $ X PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ $ AUTO ONLY: AGG D EXCESS/UMBRELLA LIABILITY X OCCUR CLAIMSMADE TUU5595799 12/31/04 12/31/05 EACH OCCURRENCE $ 1000000 AGGREGATE $ 1000000 Excess of $ Automobll $ RDEDUCTIBLE X RETENTION $ 10000 Work Comp $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBEREXCLUDED? If yyes, describe under SPECIALPROVISIONS below UB995K342104 12/31/04 12/31/05 W ATU- - X TORY LIMITS ER E.L. EACH ACCIDENT $ lOOOOOO E.L. DISEASE - EA EMPLOYEE $ 1000000 E.L. DISEASE -POLICY LIMIT $ 1000000 OTHER ADDITIONAL INSURED DOES NOT APPLY To WORK COMP DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS *Except for 10 Days for Non -Payment of Premium; Except for the Workers Compensation coverage. Re: Contract #04-3673, Design of NE WRF and WTP - Carollo Job #: Not Yet Assigned - Certificate holder is included as additional insured on General Liability per CGD25101/03. toerc I IritA 1 t r1UL.utic CANCELLATION Collier County Board of County Commissioners Attn: Purchasing Building 3301 E Tamiami Trail Naples FL 34112 COLLIE4 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILLIO MAIL 30* DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT L A,,vr,u ca (,&UU-1/U0) © ACORD CORPORATION 1988 6300188B3940: Car®1lo 8xia�ar�,.C.. COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY BLANKET ADDITIONAL INSURED .(CONTRACTORS) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART COMMERCIAL GENERAL LIABILITY —CONTRACTORS COVERAGE PART 1. WHO IS AN INSURED — (Section II) is amended c) This insurance does not apply to "bodily in- to include any person or organization you are re- jury" or "property damage" caused by "your quired to include as an additional Insured on this work" included in the "products -completed policy by a written contract or written agreement operations hazard" unless you are required to in effect during this policy period and signed and provide such coverage for the additional. in - executed by you prior to the loss for which cover- sured by a written contract or written agree - age is sought. The person or organization does ment in effect during this policy period and not qualify as an additional insured with respect to signed and executed by you prior to the loss the independent acts or omissions of such person for which coverage is sought and then only or organization. The person or organization is for the period of time required by such con - only an additional insured with respect to liability tract or agreement and in no event beyond caused by "your work" for that additional insured. the expiration date of the policy. 2. The insurance provided to the additional insured d) This insurance does not apply to any person is limited as follows: or organization for whom you have procured a) In the event that the limits of liability stated in separate liability insurance while such insur- the policy exceed the limits of liability required ance is in effect, regardless of whether the by a written contract or written agreement in scope or limits of insurance in this policy ex - effect during this policy period and signed and ceed those of such other insurance or executed by you prior to the loss for which whether such other insurance is valid or col - coverage is sought, the insurance provided lectable. by this endorsement shall be limited to the 3. Subpart (1)(a) of the Pollution exclusion under limits of liability required by such contract or Paragraph 2., Exclusions of Bodily Injury and agreement. This endorsement shall not in- Property Damage Liability Coverage (Section I — crease the limits stated in Section III — LIMITS Coverages) does not apply to you if the "bodily OF INSURANCE. injury" or "property damage" arises out of "your b) The insurance provided to the additional in- work" performed on premises which are owned or sured does not apply to "bodily injury", "prop- rented by the additional insured at the time "your erty damage", "personal injury" or "advertising work" Is performed. Injury" arising out of an architect's, engineer's 4. Any coverage provided by this endorsement to an or surveyor's rendering of or failure to render additional insured shall be excess over any other any professional services including: valid and collectible insurance available to the 1. The preparing, approving or falling to additional insured whether primary, excess, con - prepare or approve maps, shop drawings, tingent or on any other basis. opinions, reports, surveys, field orders, 5. As a condition of coverage, each additional change orders, or drawings and specifi- insured must: cations; and a.) Give us prompt written notice of any "occur - II. Supervisory or inspection activities per- rence" or offense which may result in a claim formed as part of any related architectural and prompt written notice of "suit". or engineering activities. b.) Immediately forward all legal papers to us, cooperate in the investigation or settlement of CG D2 51 01 03 Copyright, The Travelers Indemnity Company, 2003 Page 1 of 2 COMMERCIAL GENERAL LIABILITY the claim or defense against the "suit," and otherwise comply with policy conditions.. c.) Tender the defense and indemnity of any claim or "suit" to any other insurer which also insures against a loss we cover under this endorsement. This includes, but is not limited to, any insurer which has issued a policy of insurance in which the additional insured qualifies as an insured. For purposes of this requirement, the term "insures against" refers to any self-insurance and to any insurer which issued a policy of insurance that may provide coverage for the loss, regardless of whether the additional insured has actually requested that the insurer provide the additional insured With a defense and/or indemnity under that policy of insurance. d.) Agree to make available any other insurance that the additional insured has for a loss we cover under this endorsement. Page 2 of 2 Copyright, The Travelers Indemnity Company, 2003 CG D2 51 01 03 ACORD. CERTIFICATE OF LIABILITY INSURANCE 1/03 MIDD/YY) O1/03/05 PRODUCER 1-949-729-0777 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Professional Practice Insurance Brokers, Inc. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 2244 west Coast Highway ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Suite 200 Newport Beach, CA 92663 Sandi Moreno INSURERS AFFORDING COVERAGE INSURED Carollo Engineers P.C. INSURERA:Ace American Insurance Company Risk Management Office INSURERB: INSURERC: 10540 TALBERT AVENUE, SUITE 200 EAST INSURERD: FOUNTAIN VALLEY, CA 92708 INSURER E: f f%11COAf_CQ THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS GENERAL LIABILITY EACH OCCURRENCE $ FIRE DAMAGE An one fire) $ COMMERCIAL GENERAL LIABILITY CLAIMS MADE OCCUR MED EXP (An one person)$ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ POLICY PRO- LOC AUTOMOBILE LIABILITY ANY AUTO COMBINED SINGLE LIMIT (Ea accident) $ BODILY INJURY (Per person) $ ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per accident) $ HIRED AUTOS NON -OWNED AUTOS PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO $ AUTO ONLY: AGG EXCESS LIABILITY EACH OCCURRENCE $ OCCUR F1 CLAIMS MADE AGGREGATE $ $ DEDUCTIBLE $ RETENTION $ WORKERS COMPENSATION AND WC OR STATUY IMIT ER EMPLOYERS' LIABILITY E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ OTHER A Professional Liability EONG21656495001 07/04/04 07/04/05 Per Claim $5,000,000 Retroactive Date Unlimited Aggregate $5,000,000 Deductible $200,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Contract #04-3673, Design of NE wRF and WTP Carollo Project #: Not yet assigned. ULK I ItIGA 1 E MULUEH I I ADDITIONAL INSURED: INSURER LETTER: CANCELLATION 10 Dave Notice for Non -Payment of Premium Collier County Board of County Commissioners Purchasing Building 3301 E. Tamiami Trail Naples, FL 34112 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL CWX9WV:MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, i3IDt371IIaD 9X5XMX%WA0YSX XI1p>k763FQC7014H�L1gNp�[�C81A8AN7t7tlF74AR�ClplOS7[Dk]61070iA1N6G41K��CGCiUA7C�ENl61C>�iQEX AUTHORIZED REPRESENTATIVE USA ACORD 25-S (7/97) DebbieR m ACORD CORPORATION 1988 2392117 Powered ByCertificatesNown" J CONTRACT MODIFICATION CHEGKLIST FORM PROJECT NAME: Professional Ensineerins Services for Desisn of the Northeast Reclamation Facilitv and Water Treatment Plant PROJECT #: 70902173156 BIDTRFP #: 04-3673 MOD #: 1 AMOUNT OF THIS CHANGE $ PO #: _4500041201 Work Order #: Last BCG Approved Amount $_11 ,725,020 (LAST TOTAL AMT. REQUIRING BCC APPROVAL) Date of Last BGG Approval_12114104 Agenda ltem # _10E Gumulative Dollar Value of Change Orders to this ContracUWork Order: $ Percentage of the change over/under current contract amount_-0- Formula: (Current Amount / Last BCC approved amount)-1 Results and Actions: lf the change exceeds 10% BCC approval is required; under 10% reported to BCC on Purchasing report. For specific information regarding work order thresholds, please refer to the Contract Administration Procedures, Section lll.C.4. CU RRENT COMPLETION DATE (S):ORlGl N ALz 12131 I2OO9.CURRENT: 1213112009 CONTRACT AMOUNT: ORIGINAL $ _1 1,725,020 $-11'725'0 srARrNG PorNr) SUMMARY OF PROPOSED CHANGE (S): ldentify the changes. Article Eioht. lndemnification CURRENT 0NcLuDrNG THIS CHANGE ORDER) Reolace sections 8.1 and 8.2 of o/o JUSTIFICATION FOR CHANGE (S): What value or benefit do these changes provide to the proiect? To update contract Indemnification clause PARTIES CONTACTED REGARDING THE GHANGE: County Attornev IMPLEIIIENTATION STEPS (Verify each before proceeding with change using Y, N or N/A) _Y_ Proposed change is consistent with the scope of the existing agreement _N_ Proposed change is in fact an addition or deletion to the existing scope _Y_ Change is being implemented in a manner consistent with the existing agreement _Y_ The appropriate parties have been consulted regarding the change N/A_ Proposed prices, fees and costs set forth in the change are reasonable PROJECT IIIANAGER RECOMMENDATION: This form is to be signed and dated. APPROVE BY: Project Manager REVIEWED BY: Revised 121231045.unnot\ c3 -l- of Date: 11.A.e Packet Pg. 254 Attachment: 04-3673 AMEND #1 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) Contract Amendment #1 04-3673 - "Professional Engineering Services for Design of the Northeast Reclamation Facility and Water Treatment Plant" This amendment, dated to the referenced agreement shall be by and between the parties to the original agreement, Carollo Engineers, P.C., (to be referred to as "Consultant") and Collier County, Florida (to be referred to as"Owne/'). Statement of Understanding Replace Sections 8.1 and 8.2 of Article Eight, Indemnification, with the following: "8.1. To the maximum extent permitted by Florida law, CONSULTANT shall indemnify and hold harmless OWNER, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of CONSULTANT or anyone employed or utilized by the CONSULTANT in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph 8.1." All other terms and conditions of the agreement shall remain in full force. lN WITNESS WHEREOF, the Consultant and the County have each, respectively, by an authorized person or agent, hereunder set their hands and seals on the date(s) indicated below. By: CONSULTANT CAROLLO ENGINEERS. P.C. Title: Partner Oate CORPORATE SEAL OWNER BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA By:I Purchasing/General Services Director tl Dared: 3lrt /oS Witness Assistant County Attorney 11.A.e Packet Pg. 255 Attachment: 04-3673 AMEND #1 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) Contract Amendment #1 04-3673 - "Professional Engineering Services for Design of the Northeast Reclamation Facility and Water Treatment Plant" This amendment, dated to the referenced agreement shall be by and between the parties to the original agreement, Carollo Engineers, P.C., (to be referred to as "Consultant") and Collier County, Florida (to be referred to as"Owne/'). Statement of Understanding Replace Sections 8.1 and 8.2 of Article Eight, Indemnification, with the following: "8.1. To the maximum extent permitted by Florida law, CONSULTANT shall indemnify and hold harmless OWNER, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of CONSULTANT or anyone employed or utilized by the CONSULTANT in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which othenvise may be available to an indemnified party or person described in this paragraph 8.1." All other terms and conditions of the agreement shall remain in full force. lN WITNESS WHEREOF, the Consultant and the County have each, respectively, by an authorized person or agent, hereunder set their hands and seals on the date(s) indicated below. L.no Witness CONSULTANT CAROLLO ENGINEERS, P.C. Title: Padner Dated: Februarv 25. 2005 CORPORATE SEAL OWNER BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA Pu rchasing/General Services Director Assistant County Attorney 11.A.e Packet Pg. 256 Attachment: 04-3673 AMEND #1 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) Contract Amendment #1 04-3673 - "Professional Engineering Services for Design of the Northeast Reclamation Facility and Water Treatment Plant" This amendment, dated to the referenced agreement shall be by and between the parties to the original agreement, Carollo Engineers, P.C., (to be referred to as "Consultant") and Collier County, Florida (to be referred to as "Owne/'). Statement of Understanding Replace Sections 8.1 and 8.2 of Article Eight, Indemnification, with the following: "8.1. To the maximum extent permitted by Florida law, CONSULTANT shall indemnify and hold harmless OWNER, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of CONSULTANT or anyone employed or utilized by the CONSULTANT in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph 8.1." All other terms and conditions of the agreement shall remain in full force. lN WITNESS WHEREOF, the Consultant and the County have each, respectively, by an authorized person or agent, hereunder set their hands and seals on the date(s) indicated below. CONSULTANT CAROLLO ENGINEERS, P.C. /-Z - -'44--t? By: - Robert Sl Cushinq. Ph.D.. P.E..DEE Title: Partner Dated: Februarv 25. 2005 CORPORATE SEAL OWNER BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA Purchasing/General Services Director rl Dated: 3 [rtIoS Witness Approved as to form.and alSuffici Assistant County Attorney 11.A.e Packet Pg. 257 Attachment: 04-3673 AMEND #1 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) Contract Amendment #1 04-3673 - "Professional Engineering Services for Design of the Northeast Reclamation Facility and Water Treatment Plant" This amendment, dated to the referenced agreement shall be by and between the parties to the original agreement, Carollo Engineers, P.C., (to be referred to as "Consultant") and Collier County, Florida (to be referred to as"Owne/'). Statement of Understanding Replace Sections 8.1 and 8.2 of Article Eight, Indemnification, with the following: "8.1. To the maximum extent permitted by Florida law, CONSULTANT shall indemnifyand hold harmless OWNER, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of CONSULTANT or anyone employed or utilized by the CONSULTANT in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph 8.1." All other terms and conditions of the agreement shall remain in full force. lN WITNESS WHEREOF, the Consultant and the County have each, respectively, by an authorized person or agent, hereunder set their hands and seals on the date(s) indicated below. L4- Witness By: Robert S.Cushinq. Title: Partner CONSULTANT CAROLLO ENGINEERS. P.C. Dated: Februarv 25. 2005 CORPORATE SEAL OWNER BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA Purchasing/General Services Director o","0,3lt${os ved as to form and Assistant County Attorney 11.A.e Packet Pg. 258 Attachment: 04-3673 AMEND #1 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) Contract Amendment #1 04-3673 - "Professional Engineering Services for Design of the Northeast Reclamation Facility and Water This amendment, dated Treatment Plant" to the referenced agreement shall be by and between the parties to the original agreement, Carollo Engineers, P.C., (to be referred to as "Consultant") and Collier County, Florida (to be referred to as"Owne/'). Statement of Understanding Replace Sections 8.1 and 8.2 of Article Eight, Indemnification, with the following: "8.1. To the maximum extent permitted by Florida law, CONSULTANT shall indemnify and hold harmless OWNER, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of CONSULTANT or anyone employed or utilized by the CONSULTANT in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otheruvise may be available to an indemnified party or person described in this paragraph 8.1." All other terms and conditions of the agreement shall remain in full force. lN WITNESS WHEREOF, the Consultant and the County have each, respectively, by an authorized person or agent, hereunder set their hands and seals on the date(s) indicated below. CONSULTANT CAROLLO ENGINEERS, P.C. Title: Partner Dated: Februarv 25. 2005 CORPORATE SEAL OWNER BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA iI Dated: 3 ltt {os By: Witness Pu rchasing/General Services Director Assistant County Attorney 11.A.e Packet Pg. 259 Attachment: 04-3673 AMEND #1 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 3t2u05 Iwona, After scanning, please send copies of Amendment to: Harry Huber, PLJED Bob Cushing, Carollo Eng. Bonnie Baer. Clerk's Finance Clerk of Courts Minutes and Records The fifth copy should go in our file with copies of correspondence to the above transmitting the document. Please see me if you have questions. Thanks. Lyn 11.A.e Packet Pg. 260 Attachment: 04-3673 AMEND #1 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) Date: 3/18/05 To Steve: E-Mailed To Bonnie: hoject Name: Professional Engineering Services for Design of the Northeast Reclamation Facility and Water Treatuent Plant Project Number: 70902/73156 BID/RFP #: 04-3673 Mod #: I PO#: 4500041201 Work Order Number: Confr actor/Consultant: Original Contact Amount: Current Contract Amount Confiact Specialist: Carollo engineers, P.C. $_l1,725,020.00 (Starting Point) $_11,725,020 (All changes prior to this modification) Last BCC Approved Amount $_l 1,725,020 Amount ofThis Change: $ Revised Contast Amount: S (Last Total Amount Requiring BCC Approvai) -0- _11,725,020 (Including this Change Order) Cumulative Dollar Value of Change Orders to this Contract/Work Order: $_-0: Percentage Increase/Decrease: N/A Overview of change: To update contact fudsmnification clause. .2''r-;o{ ou,., 3-t8-oSSteve's Acknowledgement: Scanned Date: Data Entry Information: Type of Change: Amendment hoject Manager: Harry Huber Departnent: PUED Scanned copies of the back up documentation mry be located on the Purchasing G &ive: G : /Current-Changes to C ontr acts G:/ Cunent - Changes to Work Orders 11.A.e Packet Pg. 261 Attachment: 04-3673 AMEND #1 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) Executive Summary Recommendation to approve an amendment to Contract 04-3673 with Carollo Engineers in an amount of $1,144,432.00 to provide professional engineering services for design of the Northeast Regional Water Treatment Plant and Water Reclamation Facility, Project Numbers 70902 and 73156. OBJECTIVE:The public purpose is to provide water treatment and supply and wastewater treatment facilit ies to meet demand in the northeast region of t he count y a nd stay in co mp liance wit h regulatory requirements. Due to the increased demand for water supply and wastewater treatment capacity, an amendment to Contract 04-3673 is requested to provide the services necessary to cost-effect ively optimize the construction phasing of the Northeast Regional Water Treatment Plant and Water Reclamat io n Facilit y. CONSIDERATION:The 2003 Wastewater and Water Master Plan Updates approved by the Board of Count y Co mmissio ners as Agenda items 10 (C) and 10 (D) respect ively, includes projects for the study, design, and construction of a new Water Treatment Plant and Water Reclamat io n Facilit y t o replace the existing Orangetree Utilit y and serve new customers in the northeast region of the Count y.Subsequent ly, on December 14, 2004 as Agenda Item 10 (E) the Board of Count y C ommissio ners approved Contract 04-3673 with Caro llo Engineers for professio nal services related to the Northeast Regional Water Reclamat io n Facilit y (NERWRF)and the Northeast Regional Water Treatment Plant (NERWTP). The approved scope of services was based on the development of a 2.0 mgd water reclamat io n facilit y with a build-out capacity of 6.0 mgd and a 10.0 mgd reverse osmosis water treatment plant with a build-out capacit y o f 20.0 mgd. In order to accommodate recent increased area growth projections,it is reco mmended that the init ia l phase and build-out capacit y o f t he facilit ies be revised to the fo llo wing: ·NERWRF –The init ial phase o f development will provide reliable, sustained wastewater treatment capacity of 4.0 mgd producing reclaimed water suitable for irrigat io n purposes with a planned reliable future build-out capacit y o f 16.0 mgd. ·NERWTP –The init ial phase of development will provide reliable, sustained capacit y o f 15.0 mgd co mpr ised o f 10.0 mgd brackish water supply treated by reverse osmosis and 5.0 mgd fresh water supply treated with ion exchange and blended wit h t he RO permeate to meet the reliable, sustained capacity o f 15.0 mgd. The NERWTP will be designed for phased reliable, sustained future build- out capacit y o f 40.0 mgd total capacit y co mpr ised of 30.0 mgd reverse osmosis and 10.0 mgd fresh water treatment. Therefore, it is requested that the scope of services for Contract 04-3673 be amended to incorporate the increased reliable, sustained capacity o f t he NERWRF and NERWTP in accordance wit h t he above reco mmendat io n.The changes in the schedule of fees are considered to be fair and reasonable based upon the expanded scope of work. Agenda Item No. 10G November 15, 2005 Page 1 of 7 11.A.f Packet Pg. 262 Attachment: 04-3673 AMEND #2 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) The Clerk of Courts, Finance Depart me nt , has reviewed the informat io n contained in this Execut ive Summary and the corresponding attachments. FISCAL IMPACT:The total cost associated with this amendment is $1,144,432.00. Funding is available in and is consistent with the FY 06 capital budget approved by the Board of Count y Commissio ners on September 22, 2005. Current appropriat io ns are ident ified in the Water Impact Fee Fund (411), Northeast WTP Project (70902) and the Wastewater Impact Fee Fund (413), Northeast WRF Pro ject (73156).The source of funds is Water and Wastewater Impact Fees. GROWTH MANAGEMENT IMPACT:This pro ject is consistent with and furthers the Goals, Objectives, and Policies of the Collier County Growth Management Plan. RECOMMENDATION:That the Board of Count y Co mmissio ners, as the Ex-officio Governing Board of the Collier County Wat er-Sewer District: 1.Approve Amendment No. 2 to Contract 04-3673 in the amount of $1,144,432.00 fo r services related to the revised phasing of development for the NERWRF and NERWTP. 2.Authorize the Chairman of the Board of Count y Co mmissio ners to execute the approved ame ndment after approval by the Count y Attorney’s Office. PREPARED BY:Harry Huber, Senior Project Manager,Public Utilit ies Engineering Department. Agenda Item No. 10G November 15, 2005 Page 2 of 7 11.A.f Packet Pg. 263 Attachment: 04-3673 AMEND #2 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Item Number:10G Item Summary:Recommendation to approve an amendment to Contract 04-3673 with Carollo Engineers in an amount of $1,144,432.00 to provide professional engineering services for design of the Northeast Regional Water Treatment Plant and Water Reclamation Facility, Project Numbers 70902 and 73156. (Jim DeLony, Administrator, Public Utilities) Meeting Date:11/15/2005 9:00:00 AM   Prepared By     Harry Huber Senior Project Manager  Date Public Utilities Public Utilities Engineering  10/20/2005 1:03:48 PM Approved By     Thomas Wides Operations Director  Date Public Utilities Public Utilities Operations  10/21/2005 2:03 PM Approved By     William D. Mullin, PE Principal Project Manager  Date Public Utilities Public Utilities Engineering  10/26/2005 11:04 AM Approved By     Paul Mattausch Water Director  Date Public Utilities Water  10/28/2005 2:37 PM Approved By     Roy B. Anderson, P.E.Public Utilities Engineering Director  Date Public Utilities Public Utilities Engineering  10/31/2005 6:30 PM Approved By     G. George Yilmaz Interim WasteWater Director  Date Public Utilities WasteWater  11/1/2005 12:51 PM Approved By     Lyn Wood Purchasing Agent  Date Administrative Services Purchasing  11/1/2005 3:45 PM Approved By     Steve Carnell Purchasing/General Svcs Director  Date Administrative Services Purchasing  11/1/2005 3:54 PM Approved By     James W. DeLony Public Utilities Administrator  Date Public Utilities Public Utilities Administration  11/3/2005 9:23 AM Approved By     OMB Coordinator Administrative Assistant  Date County Manager's Office Office of Management & Budget  11/3/2005 1:37 PM Approved By     Michael Smykowski Management & Budget Director  Date County Manager's Office Office of Management & Budget  11/4/2005 5:02 PM Approved By     James V. Mudd County Manager  Date Board of County Commissioners County Manager's Office  11/6/2005 11:14 AM Agenda Item No. 10G November 15, 2005 Page 3 of 7 11.A.f Packet Pg. 264 Attachment: 04-3673 AMEND #2 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) Contract No. 04-3673 Project Numbers 70902/73156 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 Design/Resident Engineering 12,869,452$ TOTAL 12,869,452$ 2007 2008 2009 EVENT COST 2002 2003 2004 2005 2006 Agenda Item No. 10G November 15, 2005 Page 4 of 7 11.A.f Packet Pg. 265 Attachment: 04-3673 AMEND #2 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) MALCOLM PIRNIE, INC . INDEPENDENT ENVIRONMENTAL ENGINEERS,SCIENTISTS & CONSULTANT S October 21, 200 5 Mr . Harry Huber, Senior Project Manager Public Utilities Engineering Department 3301 East Tamiami Trail, Building H Naples, Florida 3411 2 RE : Northeast Utility Facility Amendment to Contract 04-3673 with Caroll o Dear Mr . Huber : Pursuant to your request, Malcolm Pirnie has reviewed the letter dated October 17, 2005 from Carollo Engineers to Collier County regarding proposed changes in the scope of work and schedule of fees on the above subject project . The changes to the scope of work outlined in Carollo's letter are consistent with the Northeast Utilities Implementation Charter . The County may wish to reference the Implementation Charter in the Contract Amendment . The changes in the schedule of fees are considered to be fair and reasonable considering the expanded scope of work . Malcolm Pirnie recommends the County approve the expanded scope of work and fees for Carollo Engineers . If you have any questions, or if you require any additional information, please contact us . Sincerely , Malcolm Pirnie, Inc . C Robert H. French, P .E. Senior Associat e Cc: Ronald R. Cavalieri, Malcolm Pirni e 4315 METRO PARKWAY SUITE 520 FORT MYERS, FL 33916 239-332-1300 fax 239-332-1789 http ://www .pirnie .com RECYCLED PAPER Agenda Item No. 10G November 15, 2005 Page 5 of 7 11.A.f Packet Pg. 266 Attachment: 04-3673 AMEND #2 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) Contract Amendment 2 to Contract #04-3674 “Professional Engineering Services for Design of the Northeast Water Reclamation Facility and Water Treatment Plant” This amendment, dated _________, 2005 to the referenced agreement shall be by and between the parties to the original agreement, Carollo Engineers, P.C., (to be referred to as “Consultant”) and Collier County, Florida, (to be referred to as “Owner”). Statement of Understanding The following changes to the above referenced agreement have been mutually agreed to by the Consultant and the County: Item 4.0 Water Reclamation Facility (NEWRF) is changed to read as follows: For development of this scope and associated budget estimate and schedule, it is assumed that the NEWRF consists of a 4- mgd water reclamation facility (ultimate capacity 16-mgd) meeting reclaimed water standards. Item 5.0 Water Treatment Plan (WTP) is changed to read as follows: For development of this scope and associated budget estimate and schedule, it is assumed that the WTP consists of 15- mgd comprised of 10-mgd brackish water supply treated by reverse osmosis and 5-mgd fresh water supply treated with ion exchange and blended with the RO permeate (ultimate capacity 40-mgd) with 15-mgd above gr ound finished water storage and a 32-mgd high service pumping station. Schedule B –Attachment A, Schedule of Fees for Basic Services, is changed as reflected in Schedule B –Attachment A, Revised Schedule of Fees for Basic Services attached hereto and made a part hereof. All other terms and conditions of the agreement shall remain in force. IN WITNESS WHEREOF, the Contractor and the County have each, respectively, by an authorized person or agent, her eu nder set their hands and seals on the date(s) indicated below. CONSULTANT AT TEST: ____________________________CAROLLO ENGINEERS, P.C. Corporate Secretary/Witness By: _____________________By: Stephen G. Hough, P.E. Dated: __________________Title: Partner Dated: __________________________ By: _____________________By: Robert S. Cushing, Ph.D., P.E., DEE Dated: __________________Title: Partner Dated: __________________________ AT TEST:OWNER: __________________________BOARD OF COUNTY COMMISSIONERS Dwight E. Brock, Clerk COLLIER COUNTY, FLORIDA Approved as to form and Legal sufficiency:By: _____________________________ Fred W. Coyle, Chairman ___________________________ Assistant County Attorney Agenda Item No. 10G November 15, 2005 Page 6 of 7 11.A.f Packet Pg. 267 Attachment: 04-3673 AMEND #2 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) SCHEDULE B -AT TACHMENT A REVISED SCHEDULE OF FEES FOR BASIC SERVICES Original Fee Change New Fee Task 1 Project Management $438,256.00 $438,256.00 Task 2 Public Involvement $297,169.00 $297,169.00 Task 3 Site Planning $1,164,397.00 $1,164,397.00 Task 4 Water Reclamation Facility 4.1 Design Basis $368,654.00 $368,654.00 4.2 Preliminary Design $126,536.00 $30,902.00 $157,438.00 4.3 Final Design $1,852,213.00 $542,375.00 $2,394,588.00 4.4 Services During Construction $1,199,328.00 $135,594.00 $1,334,922.00 Task 5 Water Treatment Plant 5.1 Design Basis $283,699.00 $283,699.00 5.2 Preliminary Design $83,280.00 $83,280.00 5.3 Final Design $1,458,553.00 $235,600.00 $1,694,153.00 5.4 Services During Construction $1,157,611.00 $56,400.00 $1,214,011.00 Task 6 Common Facilities 6.1 Design Basis $118,563.00 $118,563.00 6.2 Preliminary Design $24,308.00 $24,308.00 6.3 Final Design $385,449.00 $385,449.00 6.4 Services During Construction $274,327.00 $274,327.00 Task 7 Injection Wells $1,021,857.00 $1,021,857.00 SUBTOTAL $10,254,200.00 $1,000,871.00 $11,255,071.00 Task 8 Allowance $916,920.00 $89,497.00 $1,006,417.00 Task 9 Cost of Business Adjustment $553,900.00 $54,064.00 $607,964.00 TOTAL $11,725,020.00 $1,144,432.00 $12,869,452.00 Note: The change in fees shown abov e are associated with the following major scope changes: -WRF -change from 2 mgd initial, 6 mgd ultimate to 4 mgd initial, 16 mgd ultimate -WTP -add treatment for 5 mgd of fresh water, changing initial WTP capacity from 10 mgd to 15 mgd (change in ultimate from 20 mgd to 40 mgd); increase storage from 12 mg to 15 mg; increase high-serv ice pumping capacity from 10 mgd to 32 mgd. Agenda Item No. 10G November 15, 2005 Page 7 of 7 11.A.f Packet Pg. 268 Attachment: 04-3673 AMEND #2 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.g Packet Pg. 269 Attachment: 04-3673 AMEND #3 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.g Packet Pg. 270 Attachment: 04-3673 AMEND #3 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.g Packet Pg. 271 Attachment: 04-3673 AMEND #3 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.g Packet Pg. 272 Attachment: 04-3673 AMEND #3 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.g Packet Pg. 273 Attachment: 04-3673 AMEND #3 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.h Packet Pg. 274 Attachment: 04-3673 AMEND #4 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 275Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 276Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 277Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 278Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 279Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 280Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.i Packet Pg. 281 Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 282Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 283Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 284Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 285Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 286Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 287Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 288Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 289Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 290Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 291Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 292Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 293Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 294Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 295Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 296Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.iPacket Pg. 297Attachment: 04-3673 AMEND #5 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.jPacket Pg. 298Attachment: 04-3673 AMEND #6 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.jPacket Pg. 299Attachment: 04-3673 AMEND #6 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.jPacket Pg. 300Attachment: 04-3673 AMEND #6 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.jPacket Pg. 301Attachment: 04-3673 AMEND #6 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.jPacket Pg. 302Attachment: 04-3673 AMEND #6 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.jPacket Pg. 303Attachment: 04-3673 AMEND #6 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.jPacket Pg. 304Attachment: 04-3673 AMEND #6 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.jPacket Pg. 305Attachment: 04-3673 AMEND #6 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 11.A.jPacket Pg. 306Attachment: 04-3673 AMEND #6 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 Page 1 of 20 Seventh Amendment to Agreement # 04-3673 C n 11.A.k Packet Pg. 307 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 TType/print witness nameT 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 Page 2 of 20 S'f Seventh Amendment to Agreement # 04-3673 CA 11.A.k Packet Pg. 308 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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. Page 3 of 20 Seventh Amendment to Agreement # 04-3673 Oqp 11.A.k Packet Pg. 309 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 9 11.A.k Packet Pg. 310 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 11.A.k Packet Pg. 311 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 e 11.A.k Packet Pg. 312 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 11.A.k Packet Pg. 313 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 Page 8 of 20 Seventh Amendment to Agreement # 04-3673 CAO 11.A.k Packet Pg. 314 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 CAO 11.A.k Packet Pg. 315 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 11.A.k Packet Pg. 316 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 11.A.k Packet Pg. 317 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 9 11.A.k Packet Pg. 318 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 e 11.A.k Packet Pg. 319 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 Page 14 of 20 Seventh Amendment to Agreement # 04-3673 CAO 11.A.k Packet Pg. 320 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 ag1add The CONSULTANT will prepare a public information meeting advertisement to be Page 15 of 20 Seventh Amendment to Agreement # 04-3673 SAC) 11.A.k Packet Pg. 321 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 Page 16 of 20 Seventh Amendment to Agreement # 04-3673 CAO 11.A.k Packet Pg. 322 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 11.A.k Packet Pg. 323 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 11.A.k Packet Pg. 324 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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 CAO 11.A.k Packet Pg. 325 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design) 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. Page 20 of 20 Seventh Amendment to Agreement # 04-3673 11.A.k Packet Pg. 326 Attachment: 04-3673 AMEND #7 - Carollo (19938 : Carollo Amendment 8 - NECWRF Design)