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Agenda 2/14/2023 Item #16C 9 (Selection Committee's ranking and authorize staff to begin contract negotiations with CarolloEngineers, Inc.)16.C.9 02/ 14/2023 EXECUTIVE SUMMARY Recommendation to approve the selection committee's ranking and authorize staff to begin contract negotiations with Carollo Engineers, Inc., related to Request for Professional Services ("RPS") No. 22-8052 for engineering reliability project "Design Services for SCRWTP Improvements and Expansion," so staff can bring a proposed agreement back for the Board's consideration at a future meeting. (Project Number 70283) OBJECTIVE: To approve the selection committee's ranking for RPS No. 22-8052, and to negotiate an Agreement to engage the services of Carollo Engineers, Inc. to provide professional engineering design and construction phase services for the engineering reliability project at the South County Regional Water Treatment Plant. CONSIDERATIONS: The Collier County Water -Sewer District ("CCWSD") owns and operates the South County Regional Water Treatment Plant ("SCRWTP"). The SCRWTP has two separate water treatment processes: lime softening and reverse osmosis. The lime softening facility was first placed into operation in 1984 at 4 million gallons per day ("MGD") capacity and the second phase placed into operation in 1986 increasing the permit capacity to 12 MGD. The reverse osmosis facility was first placed into operation in 2004 with an 8 MGD capacity and the second phase of 12 MGD was placed into operation in 2006 increasing the total permit capacity to 20 MGD. This project will consist of completing essential improvements to the lime softening process and evaluating engineering reliability capacity improvements at the SCRWTP. Since the start-up of this plant in the mid-1980's, additional innovative treatment technologies have been utilized at other lime water treatment plants in the surrounding areas of Florida. These innovative technologies will be reviewed with CCWSD staff to determine if any of the treatment technologies should be incorporated into this lime softening treatment plant. The project also includes essential improvements and evaluating engineering reliability capacity improvements on the Reverse Osmosis ("RO") treatment process as well. If RO improvements are necessary, this work will be incorporated into the overall phasing/sequencing plan for the SCRWTP project. On October 17, 2022, the Procurement Services Division posted RPS No. 22-8052, Design Services for SCRWTP Improvements and Expansion project to provide engineering reliability capacity and essential engineering improvements. To seek additional interest, staff extended the solicitation response deadline twice for an additional three and a half weeks for firms to submit on this project. Staff also performed additional vendor outreach, but the County only received one proposal by the December 12, 2022, submission deadline. That proposal, submitted by Carollo Engineers, Inc., was found to be responsive and responsible. A selection committee met on January 9, 2023, and after deliberation, scored the sole proposal received and formally established Carollo Engineers, Inc. as having submitted the top ranked proposal. Firm Name Final Ranking Carollo Engineers, Inc. 1 Staff is recommending that the Board approve the selection committee's above ranking and authorize staff to begin contract negotiations with Carollo Engineers, Inc. Carollo Engineers, Inc. has been in business since 1933, and has provided professional engineering services in Southwest Florida for the past 20 years. Carollo Engineers, Inc. has completed planning, design and construction phase services for more than 30 water treatment facilities throughout Florida and has previously provided design services on various projects at the SCRWTP including the Reactor No. 4 Improvement project. If staff is unable to reach a proposed agreement with Carollo Engineers, Inc., the County will need to resolicit these Packet Pg. 995 16.C.9 02/ 14/2023 services in an effort to obtain other interested consultants. FISCAL IMPACT: Funding for the subsequent contract is budgeted within SCRWTP Improvement / Expansion; Project Number 70283. The source of funding will be the Water User Fee Fund (412). GROWTH MANAGEMENT IMPACT: This project meets current Growth Management Plan standards to ensure the adequacy and availability of viable public facilities. LEGAL CONSIDERATIONS: This item is approved as to form and legality, and requires majority vote for Board approval.-SRT RECOMMENDATION: That the Board of County Commissioners, Ex-officio the Governing Board of the Collier County Water -Sewer District, approves the selection committee's ranking and authorizes staff to begin contract negotiations with Carollo Engineers, Inc., related to RPS No. 22-8052 for engineering reliability project "Design Services for SCRWTP Improvements and Expansion," so that a proposed agreement can be brought to the Board for consideration at a future meeting. Prepared by: Benjamin N. Bullert, P.E. Supervisor -Project Management (Licensed), Public Utilities Engineering and Project Management Division ATTACHMENT(S) 1.22-8052 - NORA (PDF) 2.22-8052 - Final Ranking (PDF) 3.22-8052 - Solicitation (PDF) 4. [Linked] 22-8052 - Carollo Engineer, Inc. Proposal (PDF) Packet Pg. 996 16.C.9 02/14/2023 COLLIER COUNTY Board of County Commissioners Item Number: 16.C.9 Doe ID: 24391 Item Summary: Recommendation to approve the selection committee's ranking and authorize staff to begin contract negotiations with Carollo Engineers, Inc., related to Request for Professional Services ("RPS") No. 22- 8052 for engineering reliability project "Design Services for SCRWTP Improvements and Expansion," so staff can bring a proposed agreement back for the Board's consideration at a future meeting. (Project No. 70283) Meeting Date: 02/14/2023 Prepared by: Title: — Public Utilities Planning and Project Management Name: Benjamin Bullert 01/13/2023 7:58 AM Submitted by: Title: Director — Public Utilities Planning and Project Management Name: Matthew McLean 01/13/2023 7:58 AM Approved By: Review: Procurement Services Ana Reynoso Level 1 Purchasing Gatekeeper Procurement Services Sandra Herrera Additional Reviewer Water Howard Brogdon Additional Reviewer Capital Project Planning, Impact Fees, and Program Management Gilbert Moncivaiz Public Utilities Planning and Project Management Matthew McLean Public Utilities Department Public Utilities Department County Attorney's Office County Attorney's Office Office of Management and Budget Office of Management and Budget County Manager's Office Board of County Commissioners Drew Cody Level 1 Division Reviewer George Yilmaz Level 2 Division Administrator Review Scott Teach Level 2 Attorney Review Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Debra Windsor Level 3 OMB Gatekeeper Review Susan Usher Additional Reviewer Dan Rodriguez Level 4 County Manager Review Geoffrey Willig Meeting Pending Completed 01/13/2023 10:16 AM Completed 01/16/2023 5:52 PM Completed 01/19/2023 2:30 PM Additional Reviewer Completed 01/19/2023 5:24 PM Additional Reviewer Completed 01/20/2023 7:58 AM Completed 01/24/2023 7:49 PM Completed 01/27/2023 9:59 AM Completed 01/27/2023 3:34 PM Completed 01/27/2023 3:45 PM Completed 01/30/2023 9:08 AM Completed 02/02/2023 2:30 PM Completed 02/07/2023 8:11 AM 02/14/2023 9:00 AM Packet Pg. 997 DocuSign Envelope ID: 540FB5E5-5132-4F22-8839-07B394787D11 16.C.9.a Cotr County Procurement Services Division Notice of Recommended Award Solicitation: 22-8052 Title: Design Services for SCRWTP Improvements and Expansion Due Date and Time: December 12, 2022 @ 3:00 PM EST Respondents: Company Name City County State Final Ranking Responsive/Responsible Carollo Engineers, Inc Sarasota Sarasota FL 1 Yes/Yes Utilized Local Vendor Preference: Yes 0 No - Recommended Vendor(s) For Award: On October 17, 2022, the Procurement Services Division issued Request for Professional Services (RPS) No. 22- 8052, "Design Services for SCRWTP Improvements and Expansion", to twenty-two thousand seven hundred and eighty-seven (22,787) vendors and ninety-seven (97) proposal packages viewed the Solicitation. The due date was extended twice. The first extension was for an additional two and a half weeks, and the second extension was for an additional one week. Staff performed additional vendor outreach, and one (1) proposal was received by the December 12, 2022, deadline. Staff reviewed the proposal received and found the firm to be responsive and responsible. The Selection Committee convened on January 9, 2023, and after deliberation, scored the proposal and established a final ranking as shown above. Staff is recommending negotiations with Carollo Engineers, Inc. Contract Driven M Purchase Order Driven 0 Required Signatures DocuSigned by: Project Mana e q IVU " 1/10/2023 3D17612129DD408... DocuSigned by: Procurement Strat g47a -MCC 1/10/2023 0321CC6D8B7F455... Procurement Services Director: DocuSigned by: "--35�ffifff I'lCfrera 1/10/2023 Date rn M Iq r1 Packet Pg. 998 d1MHOS JOI Suoi;el;o68u :Pe;S pue SBUPIuea anoiddy : Mt Z) BUIMUeN leul=l - Z508-ZZ :;uowLloellV e� a 0 w L u o O � 0 M F tr CC .O. 00 3� x a a U C � C O L" :r Pa 00 C. F WU O � z v� w 0 0 0 16.C.9.c Cott County Procurement Services Division COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROFESSIONAL SERVICES (RPS) In accordance with Florida Statute 287.055 Consultants' Competitive Negotiation Act 6TOIS DESIGN SERVICES FOR SCRWTP IMPROVEMENTS AND EXPANSION RPS NO.: 22-8052 CYNTHIA MCCANNA, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-8992 Cynthia.Mccanna@colliercountyfl.gov (Email) This proposal solicitation document is prepared in a Microsoft Word format (rev 8/16/17). Any alterations to this document made by the Consultant may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. Packet Pg. 1000 SOLICITATION PUBLIC NOTICE 16.C.9.c REQUEST FOR PROFESSIONAL 22-8052 SERVICES (RPS) NUMBER: PROJECT TITLE: DESIGN SERVICES FOR SCRWTP IMPROVEMENTS AND EXPANSION PRE -PROPOSAL CONFERENCE: Tuesday, November 1, 2022 at 3:00 PM EST LOCATION: Procurement Services Division, Conference Room A, 3295 Tamiami Trail East, Bldg. C-2, Naples, FL 34112 RPS OPENING DAY/DATE/TIME: Thursday, November 17, 2022 at 3:00 PM EST PLACE OF RPS OPENING: Procurement Services Division 3295 Tamiami Trail East, Bldg. C-2 Naples, FL 34112 All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: hLtps://www.bidsync.com/bidsync-cas/ INTRODUCTION As requested by the Public Utilities Engineering and Project Management Division (hereinafter, the "Division or Department"), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, "County") has issued this Request for Professional Services (hereinafter, "RPS") with the intent of obtaining proposals from interested and qualified Consultants in accordance with the terms, conditions and specifications stated or attached. The Consultant, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated in this document. Collier County is pursuing a Consultant to complete a comprehensive review of Collier County Water -Sewer Districts (CCWSD's) South County Regional Water Treatment Plant (SCRWTP), specifically the lime softening treatment process. The selected Consultant will inform the CCWSD of all necessary improvements/expansion to be completed for the lime softening treatment process. The main activities include, but are not limited to, completing asset management, modeling, preliminary design, preliminary construction phasing/sequencing, long lead procurement register, cashflow analysis, final design, final construction phasing/sequencing, permitting, bidding packages, opinion of probable costs, services during construction, working with the Construction Manager at Risk (CMAR)/Contractor support services, and start-up & commissioning all improvements. The selected Consultant may need to incorporate necessary Reverse Osmosis treatment process improvements/expansion activities into this project. Specific sections of this scope may be deleted during contract negotiations. BACKGROUND The CCWSD owns and operates the South County Regional Water Treatment Plant (SCRWTP). The SCRWTP has two separate water treatment processes: The lime softening facility was first placed into operation in 1984 and the second phase placed into operation in 1986. The lime softening facility has a permit capacity of 12 million gallons per day (MGD). The reverse osmosis facility includes Phase 1 with an 8 MGD capacity and Phase 2 with a 12 MGD capacity. The total reverse osmosis facility was placed into operation in 2006 with a total permit capacity of 20 MGD. The lime softening facility receives fresh raw water from our existing Tamiami wellfield and the reverse osmosis facility receives brackish water from our existing upper and lower Hawthorne wellfield. The objective for this project is to complete all the necessary improvements/expansion to continue to meet demands, stay in compliance, and serve customers efficiently by providing a compliant and reliable water treatment plant to CCWSD customers. This project will consist of completing all essential improvements to the lime softening process and evaluate expanding the permitting capacity from 12 MGD to either 14, 16 or 18 MGD. Further, since the start-up of this plant in the mid-1980's, additional innovative treatment technologies have been utilized at other water treatment plants in the surrounding areas of Florida. These innovative technologies need to be reviewed with CCWSD staff to determine if any of the treatment technologies should be incorporated into this lime softening treatment plant. Carollo Engineers, Inc. completed a study in 2016 (See Attachment 1) detailing alternative treatment processes including ion exchange, fixed bed ion exchange and membrane softening combined with fixed bed ion exchange. Further, CCWSD is evaluating the transition from a chloramine treatment to a free chlorine treatment product. The lime softening process at the SCRWTP utilizes these major pieces of lime softening equipment/systems including, but not limited to, transfer/blend pumps, high service pumps, degasification towers, odor control trains, ground storage tanks (GST), generator sets, three (3) lime reactors rated at four (4) MGD each, recarbonation basin, mixed media filters, clearwell, lime slakers, sludge thickener, belt press, chemical lines, electrical systems, and Supervisory Control and Data Acquisition (SCADA) systems. A new six (6) MGD M N c M .r .2 0 N L0 O 00 N N c am z c� Q lime reactor is being constructed and should be on-line prior to the award of this design solicitation. Packet Pg. 1001 16.C.9.c There may be improvements/expansion that need to be completed on the Reverse Osmosis (RO) treatment process. If RO improvements are necessary, this work will be incorporated into the overall phasing/sequencing plan for the SCRWTP Improvements/Expansion project. A separate solicitation will take place for the construction portion of this project. The County may elect to advertise a Construction Manager at Risk (CMAR) solicitation through the Request for Professional Services (RPS) process or advertise an Invitation to Bid (ITB) to obtain Construction Services. TERM OF CONTRACT County reserves the right to modify this scope during negotiations for budgetary reasons. The contract term, if an award is made, will commence on the date of the Notice to Proceed and end upon acceptance and approval of the final payment. Prices shall remain firm for the term of the awarded contract. Surcharges will not be accepted in conjunction with this award, and such charges should be incorporated into the pricing structure. DETAILED SCOPE OF WORK Public Utilities Department (PUD) is interested in contracting with a qualified Consultant to become the Engineer of Record (EOR) for the design and construction administration services to develop and implement the South County Regional Water Treatment Plant (SCRWTP) Improvements/Expansion project. The FOR will provide design & construction administration services throughout the project consisting of, but not be limited to, the following scope: 1. Preliminary Engineering Design TASK 1.1 — Project Start-up a. Initial Kick -Off Meeting — The FOR will organize an initial Kick-off Meeting with PUD staff to review the project scope, define operational flexibility objectives & requirements, determine single points of failures at the SCRWTP, project objectives/goals, project standards and project schedule for completing the work. The FOR team shall prepare a Project Agenda and written Meeting Minutes summarizing the discussion and Project action plan. FOR shall distribute in writing, Meeting Minutes to County staff within 48 hours after meeting. b. Utility Master Plan — The FOR team will review the CCWSD's Utility Master Plan prior to the Kick-off Meeting to determine o if any master plan work is required in or around the SCRWTP. FOR shall inform PUD Staff and include in the Preliminary a Engineering Design Report of any Utility Master Plan work that needs to be incorporated into this Project. Q C. Initial Project Schedule — FOR team will prepare an initial project timeline and submit to PUD staff at the Initial Kick -Off M Meeting for PUD staff approval. The FOR shall update the Schedule monthly throughout the duration of the design and shall 04 provide a copy, in writing, of the Updated Schedule to PUD staff. r_ 0 d. Preparation of Monthly Design Report — FOR will prepare a Monthly Design Report to be submitted to PUD staff, in writing, by the 5th day of each month of all pre-design/design activities completed. Sections in the report shall include, but not be limited .2 to, Executive Summary, Contract Cost Status, Project Schedule, Critical Issues, Submittal Status, Safety, Quality, Allowance Log, Commissioning and Startup, Shutdowns, Project Payment Application, Long Lead Procurement items, and Drawing/Document Register log. C14 0 0 TASK 1.2 — Technical Memorandums / Preliminary Engineering Design Report N The FOR will prepare all required Technical Memorandums for this project. These technical memorandums will then be incorporated m into the Preliminary Engineering Design Report. FOR will schedule meetings with PUD staff to review these technical E memorandums and incorporate PUD's comments into the Preliminary Engineering Design Report. c� Preliminary Design Progress Meetings: Meetings with PUD representatives will be conducted weekly. County Project Manager will Q establish at the kick-off meeting, the day and time for all progress meetings. FOR shall prepare and distribute Meeting Agenda to be emailed to PUD staff two days prior to the meeting. Meeting objectives will be to provide progress updates to PUD, ensure preliminary engineering design schedule stays on track, obtain input and direction on outstanding issues, and reach decisions with PUD on pertinent issues relative to the specific topics being discussed. FOR shall prepare and distribute Meeting Minutes, in writing, no more than two working days following each meeting, including but not limited to, meeting sign -in sheet, meeti Packet Pg. 1002 comments/decisions made from the previous meeting, list comments received in the meeting and by whom and final decisi 16.C.9.c by EOR/County staff for each comment. PUD staff will provide the FOR with comments to the Meeting Minutes, in writing, within two days after receipt from EOR. FOR will make the revisions to the Meeting Minutes and re -distribute, in writing, the revised Meeting Minutes no later than two days after receiving all comments from PUD staff. The Technical Memorandums shall include, but not limited to the following: a. Gather and review all record drawings of SCRWTP's lime softening and reverse osmosis treatment facilities, including but not limited to, piping, structural, mechanical, electrical and SCADA lines and make recommendations for improvements. Evaluate process configurations and enhancements regarding efficiency, required footprint, and cost effectiveness. The evaluation should be used to establish the basis of design for the improvements. b. Identify and update the hydraulic profile of the existing lime softening processes for County review and approval. c. Identify and update the Overall Plant Process Flow Diagram of the existing lime softening treatment process and reverse osmosis treatment process for County review and approval. d. Perform an asset management review of all facilities within the lime softening treatment process and reverse osmosis treatment process. Identify and recommend improvements to the County in writing. Provide cost benefit analysis of these improvements in writing to the County. e. Investigate and provide cost benefit analysis of existing processes compared with other innovative treatment technologies that are being incorporated into other lime softening treatment plants in Florida or similar treatment plants. Review past innovative technology studies already completed for the SCRWTP. FOR will provide innovative treatment technology recommendations in writing to the County. f. SCRWTP Risk Management Plan includes chlorine gas. FOR to investigate, provide alternatives, and provide cost benefit analysis for the removal of gaseous chlorine to sodium hypochlorite at the SCRWTP. County staff is currently working with Jacobs to complete a study (See Attachment 2) on the cost to convert from gaseous chlorine to sodium hypochlorite at both regional water treatment plants. Review past studies and provide all necessary improvements to make this change in writing to the County. g. Identify in writing all necessary improvements that need to be completed at the SCRWTP to transition from chloramines to free chlorine treatment. Provide cost benefit analysis of the transition from chloramines to free chlorine treatment for the entire regional system. Provide effects of free chlorine treatment on the regional water system, North County Regional Water Treatment Plant (NCRWTP) and future Northeast County Regional Water Treatment Plant and recommend necessary improvements in writing to the County. h. Determine what proposed improvements are necessary to -increase the lime softening permit capacity to 14, 16 or 18 MGD. Determine what improvements are necessary to -increase the Reverse Osmosis permit capacity to 22 or 24 MGD. Provide a recommendation and cost benefit analysis in writing to the County. i. Identify improvements/expansion needed for the Reverse Osmosis (RO) treatment processes, including the deep injection wells, and where an additional deep injection well could be located at this plant site. Further, a study was completed on possible locations which has been included with this solicitation. Provide cost benefit analysis of these improvements in writing to the County. j. Complete any necessary pilot studies, including but not limited to, ion exchange, lime sludge disposal, membrane, odor control to determine if proposed improvement(s) should be implemented at the SCRWTP. Copies of the pilot studies will be provided to the County in writing. Provide cost benefit analysis of these improvements in writing to the County. k. Develop and provide to the County a written construction phasing/sequencing plan to complete all treatment improvements. Include preliminary construction costs for each phase. Preliminary Engineering Design Report (30% level) 1. Prepare Preliminary Engineering Design Report (the Report) utilizing the Technical Memorandums. Execute site visits to review the existing conditions. Prepare the Preliminary Engineering Design Report with evaluation of the existing treatment system(s), recommendations of proposed improvements to the lime softening system, improvements to the reverse osmosis system, and possible expansion of this plant. Provide a cost analysis and project phasing/sequencing plan for the improvements, zoning and/or environmental ramifications to the site, and impacts to the existing permit. Review the existing Site Development Plan. Prepare preliminary construction drawings (30% plans). The Report shall consist of, but not be limited to, the following sections, incorporating results from the Technical Memorandums tasks: M N c 0 M 2 0 Cn N LO 0 0 N N c m E z M Q Packet Pg. 1003 1. Executive Summary 16.C.9.c 2. Introduction 3. Hydraulic Profile/Overall Plant Process Flow Diagram 4. Lime softening treatment facilities - Asset management conclusions 5. Reverse Osmosis treatment facilities — Asset management conclusions 6. Improvements to transition from gaseous chlorine to sodium hypochlorite 7. New Technologies that could be incorporated into SCRWTP 8. Increasing plant capacity o 9. Transitioning from chloramines to free chlorine treatment c 10. Electrical Systems improvements Q. 11. Control and Information Systems Improvements i j 12. Reverse Osmosis treatment facilities improvements 13. Civil/Site Improvements M 14. Identify/Ensure Operational Flexibility 15. Identify Single Points of Failure 16. Recommended Redundancy Requirements d 17. Identify Sole Source Equipment c 18. Long Lead Procurement Register/Direct Material Purchase (DMP) considerations Q. 19. Determine Performance Driven Standards E 20. Identify Improvements to ensure no offsite odors, no offsite dust or mist, noise levels do not exceed code/ordinance standards H and lighting pollution does not exceed code/ordinance standards. ?� 21. Probable Opinion of Construction and Operation & Maintenance Costs V 22. Construction Sequencing and Probable Construction Schedule N FOR will submit one electronic pdf copy, and two (2) paper copies of the Preliminary Engineering Design Report to PUD staff for review. FOR will organize and conduct a meeting with PUD staff to discuss the Preliminary Engineering Design Report. FOR shall prepare and distribute Meeting Agenda, in writing, to be sent to PUD staff two days prior to the meeting. The FOR will revise the Report as required to reflect PUD comments. FOR will submit the final Report and electronic files containing the final Report to PUD in PDF format, in writing and two (2) paper copies and an approval sheet where both FOR and County staff provide their written acceptance of the final Report. FOR shall prepare and distribute Meeting Minutes, in writing, no more than two working days following each meeting, including but not limited to, meeting sign -in sheet, meeting agenda items, list comments received in the meeting and by whom and final decision made by EOR/County staff for each comment. PUD staff will provide the FOR with comments to the Meeting Minutes, in writing, within two days after receipt from the EOR. FOR will make the revisions to the Meeting Minutes and re -distribute the revised Meeting Minutes, in writing, no later than two days after receiving all comments from PUD staff. 2. Final Design, Permitting, Value Engineering and CMAR/Contractor Solicitation Services TASK 2.1 —Surveying Services. a. FOR will provide to PUD a site survey of the treatment facility area. The Site Survey shall be performed by a qualified Florida- CL Q licensed surveyor. The survey will establish baseline conditions for the design and serve as control of hydraulic points and miscellaneous items during construction. M b. Establish vertical and horizontal controls throughout project area. Elevations will be in either NAVD 1988 or NGVD 29 Datum= and Coordinates. PUD will inform the FOR which datum to utilize. c c. As soon as the survey is available, the FOR will submit two (2) full size and one (1) half size legible copies of the Site Survey .= to PUD staff. Submit an AutoCAD file (dwg) of the Site Survey to PUD staff. The Site Survey shall include the latest aerial 2 75 photography as a background. W TASK 2.2 - Geotechnical Investigation N c a. Perform all necessary soil borings within the project area to construct proposed improvements. Soil borings shall be completed N as per the latest ASTM standards. b. Perform all necessary laboratory testing and geotechnical work associated with the characterization of soils for structural design m z and laboratory testing of materials during construction. Q c. Prepare a complete Geotechnical Investigation Report detailing soil conditions, water table elevations, soil classifications, rock elevation and other items that will affect the construction. Report shall also include recommendation from the Geotechnical Engineer on foundations, subsurface conditions and any other items that pertain to the construction project. d. FOR shall submit two (2) signed and sealed Geotechnical Investigation Reports to PUD. Packet Pg. 1004 16.C.9.c TASK 2.3 - Soft Dig Investigation a. Meet with PUD Staff on -site to review procedures to complete the Soft Dig Investigations. b. Excavate existing utilities within the project area to include, but not be limited to, horizontal and vertical location of existing underground infrastructure, including but not limited to, electric duct -bank, utility pipe, type of utility pipe, size of utility pipe, utility pipe material and condition of existing pipe material. Soft Dig Investigations shall be performed using an approved air/vacuum piece of equipment that will keep the disturbance to a minimum and shall not damage any existing facilities. c. Field Mark all existing utilities found either by wooden lathes or by marking on the pavement (nail & paint). Marks need to remain during the design phase, but lathes need to be removed after the final plans have been approved. FOR is responsible to replace all field marks up to two (2) times. d. FOR shall repair all excavation holes in the natural ground and/or pavement to a condition as equal to or better than the original condition. e. FOR shall provide one (1) full size, one (1) half size copies of the Soft Dig Investigation Map and one copy of the Soft Dig Investigation Report to PUD Staff. Task 2.4 Final Design a. Based on the PUD approved Preliminary Engineering Design Report, FOR will prepare final drawings and specifications, which provide the general scope, extent, and character of the work to be furnished and performed by the CMAR/Contractor. FOR will prepare and submit drawings and specifications at the 60-, 90- and 100-percent complete stages for review and written approval from PUD. The FOR shall ensure the drawings and specifications address operational flexibility and single points of failure identified in the Preliminary Engineering Design Report. An engineer's Opinion of Probable Construction Cost will accompany each submittal. FOR shall meet with PUD's design and operations staff at each design phase and obtain their written acceptance of the work completed to date. FOR shall prepare and distribute Meeting Agenda, in writing, to be sent to PUD staff two days prior to the meeting. The FOR will revise the drawings and specifications as required to reflect PUD comments. FOR will submit the final drawings, specifications and electronic files containing the final drawings and specifications to PUD in DWG and PDF format and an approval sheet where both FOR and County staff provide their written acceptance of each design phase (60%, 90% and 100%). FOR shall prepare and distribute Meeting Minutes, in writing, no more than two working days following each meeting, including but not limited to, meeting sign -in sheet, meeting agenda items, comments/decisions made from previous meetings, list comments received in the meeting and by whom and final decision made by EOR/County staff for each comment. PUD staff will provide the FOR with comments to the Meeting Minutes within two days after receipt from EOR. FOR will make the revisions to the Meeting Minutes and re -distribute the revised Meeting Minutes no later than two days after receiving all comments from PUD staff. b. Technical Specifications will be on the 16-Division format of the Construction Specifications Institute (CSI) in MS Word format. In addition to Technical Specifications, FOR will coordinate with PUD staff to develop necessary General Conditions, Supplemental Conditions, and Special Provisions Specifications specifically for the project being constructed and recollection of all lessons learned of similar completed projects. Standard Collier County Specifications may be used for reference, but the Engineer shall not rely on them as a replacement for sound engineering judgment and responsibility. Solicitation documents shall include drawings and project specifications, consistent with Collier County standards, including, but not limited to, the following or as approved by the Project Manager: • Cover sheet, index, and key map. • Existing Conditions map • Demolition Plan • Demolition Details • Infrastructure Plan and Profile • Civil Site Plans including, but not limited to, yard piping, paving, grading and landscaping. • Civil Details • Structural Plans • Structural Details • Mechanical Plans • Mechanical Details • Electrical Plans • Electrical Details • SCADA/Instrumentation Plans • SCADA/Instrumentation Details • Phasing/Sequencing Plans as M N c 0 M .r .2 0 Cn N LO 0 0 N N c m E z c� Q Packet Pg. 1005 16.C.9.c c. FOR will participate in value engineering meetings starting at the 60-percent design with PUD staff and the CMAR. FOR will incorporate approved value engineering comments into their design plans and technical specifications. d. Design Progress Meetings: Design Progress Meetings with PUD representatives will be conducted weekly. County Project Manager will establish (after the Preliminary Engineering Design Report is approved by PUD) the day and time for all Design Progress Meetings. Meeting objectives will be to provide progress updates to PUD, ensure final design schedule stays on track, obtain input and direction on outstanding issues, and reach decisions with PUD on pertinent issues relative to the specific topics being discussed. FOR shall prepare and distribute Meeting Minutes, in writing, no more than two working days following each meeting, including but not limited to, meeting sign -in sheet, meeting agenda items, comments/decisions made from the previous meeting, list comments received in the meeting and by whom and final decision made by EOR/County staff for each comment. PUD staff will provide the FOR with comments to the Meeting Minutes, in writing, within two days after receipt from EOR. FOR will make the revisions to the Meeting Minutes and re -distribute, in writing, the revised Meeting Minutes no later than two days after receiving all comments from PUD staff. Task 2.5 Permitting FOR will prepare and submit all required construction permit applications to the governmental/regulatory agencies pertaining to this SCRWTP project. Permits include, but not limited to the following: a. Florida Department of Environmental Protection (FDEP) Environmental Resource Permit and the FDEP Permit to Construct. FDEP Permitting fees will be paid by the FOR and reimbursed by PUD. b. Collier County Growth Management Division Site Development Plan Amendment, if applicable. Permitting fees will be paid by PUD directly. c. Initial application for South Florida Water Management District (SFWMD) Environmental Resource Permit (including, if required, stormwater management system update). SFWMD Permitting fees will be paid by the FOR and reimbursed by PUD. d. Provide the necessary permit documents to the CMAR/Contractor to submit for Collier County Growth Management building permits. e. Prepare all necessary written responses to the regulatory agencies Request for Additional Information (RAI) regarding each permit application. Provide copies of all RAIs to the County Project Manager. Task 2.6 CMAR/Contractor Solicitation and Award Phase Utilizing a CMAR: FOR will assist the County with the CMAR solicitation and award process as follows: a. Assist in preparing addenda, as required, to interpret, clarify, or expand the Solicitation Documents. CD b. Consult with and advise PUD as to the Responsiveness and Responsibleness, per the County's Procurement Ordinance, of all Proposals received by the due date. N c c. Consult with PUD to determine the acceptability of substitute material and equipment included in a Responsive and Responsible Proposal. d. Attend all Pre -Proposal Conferences Cn e. Validate Proposers qualifications, and other requirements as they pertain to the Solicitation. c f. Provide a Recommendation Letter of Award. cm N Utilizing a Contractor: FOR will assist the County with the following: z Q a. Prepare Minimum Qualifications list for Bidders and provide to the County to include in the Bidding Documents. b. Assist in preparing addenda, as required, to interpret, clarify, or expand the Bidding Documents. c. Consult with and advise the County as to the acceptability of the contractor and subcontractors, suppliers and other persons and Packet Pg. 1006 organizations proposed by the Prime Contractor for those portions of the work as to which such acceptability is require 16.C.9.c Bidding Documents. d. Consult with the County concerning, and determine the acceptability of, substitute material and equipment proposed by the Contractor when substitution prior to the award of contracts is allowed by the Bidding Documents. e. Attend a pre-bid/quote conference, attend the bid opening, review bids and qualifications. f. Provide a recommendation letter of award along with a "Reference Log" showing date, time, and comments of all contacted references provided by the prospective Contractor. 3. Consultation Services During Construction Task 3.1 — Construction Administration and Project Close-out FOR shall provide experienced, competent engineer(s) needed during construction and project close-out. FOR will provide resumes of selected individuals for County staff review and approval prior to construction commencing. The following activities outline the construction administration services to be provided by the FOR during the construction and project close-out for the project: a. Construction Manager at Risk/Contractor Coordination — FOR to coordinate with CMAR/Contractor during the construction of the Project. b. SCRWTP Plant Staff Coordination — FOR will assist the Plant Staff and CMAR/Contractor to coordinate all construction field activities with a minimum of two weeks' notice so as not to interfere with operations of the facility. FOR shall assist CMAR/Contractor with notices to County staff for review and approval prior to the construction activity commencing. c. Pre -Construction Meeting - The FOR will conduct the Pre -Construction Meeting to review the project scope, discuss project submittals and identify issues that need to be addressed prior to the start of construction. FOR shall prepare and distribute a Meeting Agenda to be sent to PUD staff and the CMAR/Contractor, in writing, two days prior to the meeting. FOR shall prepare and distribute Meeting Minutes no more than two working days following this meeting, including but not limited to, meeting sign -in sheet, meeting agenda items, list comments received in the meeting and by whom and final decision made by EOR/County staff for each comment. PUD staff and CMAR/Contractor will provide the FOR with comments to the Meeting Minutes within two days, in writing, after receipt from EOR. FOR will make the revisions to the Meeting Minutes and re -distribute the revised Meeting Minutes, in writing, no later than two days after receiving all comments from PUD staff and the CMAR/Contractor. d. Engineering Progress Meetings - The FOR will conduct weekly Engineering Progress Meetings, (time/date to be determined by County Project Manager), to review project status and identify issues that may affect the Project. FOR shall prepare and distribute a Meeting Agenda to be sent to PUD staff and CMAR/Contractor, in writing, two days prior to the meeting. FOR shall prepare and distribute Meeting Minutes no more than two working days following each meeting, including but not limited to, meeting sign -in sheet, meeting agenda items, comments/decisions made from the previous meeting, list comments received in the meeting and by whom and final decision made by EOR/County staff/CMAR/Contractor for each comment. PUD staff and the CMAR/Contractor will provide the FOR with comments to the Meeting Minutes within two days after receipt from EOR. FOR will make the revisions to the Meeting Minutes and re -distribute the revised meeting minutes, in writing, no later than two days after receiving all comments from PUD staff and the CMAR/Contractor. e. Construction Progress Meetings — The FOR will attend weekly Construction Progress Meetings, (time/date to be determined by County Project Manager), to review project status and identify issues that may affect the Project. FOR shall provide updated Submittal Register Log, Request for Information (RFI) Log, Design Status Log, Drawing Register Log, Project Deviations Notices Log, Notices of Non -Conformance Log, Change Order/Work Directive/Allowance Log, Permit Register Log, Shutdown Log, Pay Application Log, Weather Day Acceptance Log, and any other pertinent information, to PUD staff and the CMAR, in writing, two days prior to the meeting. f. Submittals Reviews - FOR shall review, reject with comments, or ultimately approve all the CMAR/Contractor's Submittals, including, but not limited to the list shown below for conformance with the Contract Documents. 1. Shop Drawings 2. As -Equal Materials 3. Samples 4. Project Schedule - The FOR shall be responsible for the review, reject with comments, or acceptance of the CMAR/Contractor's Project Schedule. The FOR shall review the Schedule to ensure that all general work efforts are addressed, that the Schedule is following a logical approach to the job, that it is following sound engineering and construction practices and that it identifies all Critical Path Work. The FOR shall monitor the schedule monthly, and after a review with the CMAR/Contractor, advise the Countv Proiect Manager, in writine, of anv areas where the CMAR/Contractor annears to be falling behind. 0 M N a 0 M 2 0 Cn N LO 0 0 N N C m E z c� Q Packet Pg. 1007 5. 6. 7 16.C.9.c Schedule of Values Pre -Construction Video - FOR shall review the Pre -Construction Video provided by the CMAR/Contractor. The FOR will generate a list of any issues or concerns and submit the list to the County Project Manager, in writing, no later than two (2) business days after receiving the Pre -Construction Video from the CMAR/Contractor. M terial Testing Records - Review and analyze Material Testing Records and provide written comments, in writing, within one week, back to the County Project Manager of all density, sampling, and testing to ascertain acceptability of materials and completed work items. M nthly Construction Report - Report to be submitted to PUD by the 5th day of each month. Sections in the report shall include, g but not be limited to, Executive Summary, Contract Status, Safety, Quality and Test Reports, Contract Cost Status, Project c Schedule, Critical Issues, Permit Status, Environmental Issues, RFI Status, Submittal Status, Allowance Log, Commissioning a, and Startup, Shutdowns, Project Payment Application, Long Lead Procurement items, Drawing/Document Register Log, U j Observation Reports and Project Photos/Videos. 'R FOR shall meet with County staff to review all the Submittals and incorporate County's written comments into the EOR's cover sheet submittal response. Such reviews and approvals or other action will not extend to means, methods, techniques, sequences, or procedures of construction or to safety precautions and programs incident thereto. Review of a specific item shall not indicate the FOR has reviewed the entire assembly of which the item is a component. FOR shall not be required to review partial submissions or those for which submissions of correlated items have not been received. The FOR shall prepare/maintain a complete Submittal Register of all Submittals. The Submittal Register shall contain, but not limited to, Submittal Description, Corresponding Specification Number, the date of first submittal, any subsequent reviews and resubmittals dates, date of County review, and FOR final approval date. A copy of the Submittal Register shall be included in all weekly Meeting/Meeting Minutes and be provided to PUD and the CMAR/Contractor upon request. g. Project Pay Applications - The FOR shall review and approve or reject with comments, any Pay Applications submitted by the CMAR/Contractor before the Pay Application is submitted to the Collier County Clerk's Office for processing. FOR shall perform this review per § 218.73, Fla. Stat. (2022). Approval for payment shall constitute a representation by the FOR to PUD, based on the EOR's on -site observations of the work -in -progress, as an experienced and qualified Construction Professional, and on the EOR's review of the Pay Application and the accompanying data and Schedules, that the work has progressed to the point indicated; that to the best of the EOR's knowledge, information and belief, the quality of the work is in accordance with the Contract Documents and that the CMAR/Contractor is entitled or is not entitled to the payment of the amount requested. All incoming Pay Applications processed by the FOR shall be mechanically stamped with the date received. Once FOR approves Pay Applications, return the Pay Application back to the CMAR/Contractor and direct the CMAR/Contractor to submit the approved Pay Application to the Collier County Clerk's Office via email: bccapclerk@collierclerk.com. A Pay Application Log shall be included in the Progress Meetings/Meeting Minutes and made available to PUD and the CMAR/Contractor upon request. h. Request for Information - FOR shall review and respond, in writing, within three (3) business days to all Requests for Information (RFI's) that the CMAR/Contractor submits. FOR shall review all RFIs with County staff and incorporate County's written comments prior to the EOR's RFI response. If required, FOR shall revise Construction Plans within 30 days of the RFI response. The FOR shall maintain a complete log of all RFIs, including, but not limited to, RFI Number, CMAR/Contractor's RFI, EOR's final response, RFI Status, date of RFI submittal, and date of EOR's final response. This RFI Log shall be included in the Construction Progress Meetings/Meeting Minutes and made available to PUD and the CMAR/Contractor upon request. i. Change Order & Work Directive Change -EOR shall prepare and distribute, in writing, all Change Order and Work Directive Change during the Project for the County Project Manager's review and approval. The FOR shall maintain a complete log of all Change Order and Work Directive Change, noting the dates of first submittal and subsequent reviews and resubmittals, approval, etc. This Change Order & Work Directive Change Log shall be included in the Progress Meetings/Meeting Minutes and made available to PUD and the CMAR/Contractor upon request. j. Permit Requirements — FOR shall monitor the construction to determine whether construction activities violate the requirements of any permits. Notify the CMAR/Contractor immediately, in writing, of any violations or potential violations and require immediate resolution of the problem. Violations must be reported to the County Project Manager immediately. k. Florida Department of Environmental Protection Certifications - The FOR shall prepare and submit certification packages to the Florida Department of Environmental Protection (FDEP) per FDEP's requirements. 1. Start-up & Commissioning - Provide personnel experienced in plant start-ups and commissioning, approved by the County Project Manager, to oversee the start-up & commissioning activities of the facilities. The following reviews and recommendations must be submitted, in writing, to the County Project Manager no later than one (1) month prior to start-up and commissioning activities. The responsibilities of the start-up & commissioning personnel include, but not limited to: 1. Review of CMAR/Contractor's cleaning, testing, and start-up & commissioning procedures. 2. Review and approval or reject with comments of CMAR/Contractor's component and system tests. 3. Review designed system for operability and maintenance. 4. Coordinate initial operations with PUD staff and the CMAR/Contractor. M N c 0 M .r .2 0 N LO O N N r.� C d E z c� Q Packet Pg. 1008 5. Recommend to PUD staff the acceptance of equipment and/or systems. 16.C.9.c 6. Recommend and establish written operating procedures for all systems and process. 7. Review, observe and accept or reject with comments start-up & commissioning procedures to verify that proposed protocol is in conformance with the intent of the Contract. 8. Assist PUD staff for the duration of start-up & commissioning in data collection and trending for process control and completion of monthly operating reports. m. Operation and Maintenance (O&M) Manuals - FOR will review and approve or reject with comments the O&M manuals submitted by CMAR/Contractor to ensure they meet Contract Document requirements. FOR shall meet with Plant Staff to determine preference of turnover for each O&M Manual. FOR will assist with the coordination of the CMAR/Contractor training activities for PUD Staff. n. Record Drawings — FOR to prepare and submit to PUD staff upon completion of construction of Project, five (5) sets of signed and sealed record drawings, one (1) set of reproducible record drawing mylars. FOR shall also provide MSWord format and PDF format copies of the work constructed, as well as electronic copies on AutoCAD disks (current PUD version). All provided copies shall include all changes made during the construction process, using information supplied by the CMAR/Contractor and other data which can reasonably be verified by the EOR. The CMAR/Contractor shall provide as -built documents to the FOR for use in preparing reproducible and electronic record drawings. o. Final Construction Certification — Upon issuance of a "Notice of Final Acceptance and Recommendation for Final Payment" the FOR will provide a signed and sealed certification stating that the Project has been completed by the CMAR/Contractor in accordance with the Plans and Specifications of the Contract. All tasks related to the Final Construction Certification shall be provided, in writing, and one (1) hard copy, to the County Project Manager. p. Asset Management Record Information — FOR shall provide all electronic information in the format determined by PUD staff to populate the PUD's GIS and Asset Management system. q. Final Project Submittal - FOR shall provide PUD with one complete file, itemized, and indexed, format determined by PUD staff, of all the Project related records at the conclusion of the Project. Task 3.2 — Warranty Services The FOR will provide warranty services for one (1) year after the substantial completion of the Project. Work under this item is to include, but not be limited to, the following: a. Post Construction walk thru: Generate a list of warranty issues and coordinate with the CMAR/Contractor until the issues are solved. FOR to submit an updated Warranty Issues List, in writing, to the County Project Manager when items are added/delated to this list. b. Maintain a log of all warranty issues. Provide a copy of the Log to PUD at Project Closeout. c. Schedule and attend one (1) year Warranty walk thru with the CMAR/Contractor and PUD. V_ M N Task 4 - Additional Services during project c a. Additional Services (only as authorized in writing by PUD) —In accordance with the Contract or Purchase Order, in the event :2 = that Additional Services may be mutually deemed necessary by PUD and EOR, the FOR shall submit a written proposal to 2 perform Additional Services prior to the performance of the work. The Proposal shall include the specific services to be �° performed, time to complete, compensation, and an explanation as to why the services were not previously included as part of N the Scope of Work. The proposed Additional Services must be approved by the County Project Manager in writing in advance c of performance. Failure to notify the County Project Manager in writing of Additional Services shall be deemed a waiver of any 00 claim by the FOR that such services were Additional Services. Written authorization from the County Project Manager will be N required for any charges that exceed the predetermined upper limit. m E z M RESPONSE FORMAT AND SCORING CRITERIA FOR DEVELOPMENT OF SHORTLIST: Q Proposals must be assembled, at minimum, in the order of the Evaluation Criteria listed or your proposal may be deemed non -responsive Evaluation Criteria Maximum Points Packet Pg. 1009 16.C.9.c 1. Ability of Professional Personnel 20 Points 2. Certified Minority Business Enterprise 5 Points 3. Past Performance 25 Points 4. Project Approach, Willingness to Meet Time and Budget Requirements 20 Points 5. Location 10 Points 6. Recent, Current, and Projected Workloads of the Firm 20 Points c TOTAL POSSIBLE POINTS 100 Points For complete explanation of each evaluation criteria, please see the file titled "RPS Instructions" included with this advertisement. VENDOR CHECKLIST ***Vendor should checkoff each of the following items as the necessary action is completed (please see, Vendor Check List)*** oD M N Packet Pg. 1010 _ a- .qq �y- a . 4- ,�. • :.�'. "' tir Sys" DECEMBER 2022 Engineers... Working Wanders With Water® Table of Contents Letter of Interest Evaluation Criteria No. 1 // Ability of Professional Personnel Evaluation Criteria No. 2 // Certified Minority Business Enterprise Evaluation Criteria No.3 Past Performance Evaluation Criteria No. 4 Project Approach, Willingness to Meet Time and Budget Requirements Evaluation Criteria No. 5 Location Evaluation Criteria No. 6 Recent, Current, and Projected Workloads of the Firm Appendix Engineers... Working Wonders With Water® December 12, 2022 Cynthia McCanna, Procurement Strategist Procurement Services Division Collier County 3295 Tamiami Trail East, Bldg. C-2 Naples, FL 34112 301 N Cattlemen Road, Suite 302, Sarasota, FL 34232 R 941.371.9832 Subject: RIPS 22-8052 1 Design Services for SCRWTP Improvements and Expansion Dear Ms. McCanna and Selection Committee Members: The South Collier Regional Water Treatment Plant (SCRWTP) has consistently produced high -quality water and met water system demand over the years. However, due to the age of the facility, many aspects of the plant are in need of rehabilitation and replacement (R&R). These improvements also offer the opportunity to enhance water production capacity, quality, and ease the operations and maintenance (O&M) burden. It's important for you to realize the best value with these improvements and have them delivered with minimal disruption to ongoing plant activities. To meet these challenges and optimize the return on your investment, the County requires a team with water treatment (lime softening and reverse osmosis (RO)) expertise, knowledge of the SCRWTP facilities and operations, and a shared commitment to delivering the best possible project. As demonstrated by our past performance on SCRWTP and other Collier County projects as documented in our proposal, the Carollo team excels in: Water Treatment, Lime Softening, and RO Experience. With a singular focus on water, Carollo O� offers experience and expertise in all aspects of water treatment and water facility design matched by few. Knowledge of SCRWTP Facilities and Operations. The Carollo team has worked extensively at the SCRWTP, including developing comprehensive process flow diagrams, evaluations to support current and future operational and regulatory challenges, implementation of I&C and programming improvements, and the Reactor #4 project. Our familiarity with SCRWTP facilities, staff, and preferences promotes confidence in our ability to deliver best value solutions and support effective maintenance of operations during construction. National Expertise. Our core local project management and delivery team is supported by national experts and a great depth of talent and resources. With more than 89 years of experience focusing on municipal water and wastewater projects, Carollo stands out in our ability to provide you with industry -leading expertise and experience gained from projects throughout Florida and the US. In summary, the residents of Collier County are counting on you to continue to deliver reliable, high quality water from the SCRWTP while improving, modernizing, and optimizing the facility. We understand your goals and vision, and you can count on me and the Carollo team to work with you to succeed. Sincerely, CAROLLO ENGINEERS, INC. 1 I Chris Reinbold, PE Robert Cushing, PhD, PE, BCEE Project Manager Senior Vice President WATER OUR FOCUS OUR BUSINESS OUR PASSION Collier County Solicitation 22-8052 co ier County Procurement Services Division Date: October 19, 2022 Email: Cynthia.McCanna@colliercountyfl.gov Telephone: (239) 252-8992 Addendum #1 From: Cynthia McCanna, Procurement Strategist To: Interested Bidders Subject: Addendum #1 Solicitation #22-8052- Design Services for SCRWTP Improvements and Expansion The following clarifications are issued as an addendum: Change 1. Insurance Requirements form has been uploaded to BidSync.. If you require additional information, please post a question on our Bid Sync (www.bidsvnc.com) bidding platform under the solicitation for this project. Please sign below and return a copy of this Addendum with your submittal for the above referenced solicitation. f� r 11/17/2022 (Signature) Date Carollo Engineers, Inc. (Name of Firm) 10/20/2022 1:06 PM p. 15 Collier County Solicitation 22-8052 Co per County Procurement Services Division Addendum #2 Date: October 20, 2022 Email: Cynthia.McCanna@colliercountyfl.gov Telephone: (239) 252-8992 From: Cynthia McCanna, Procurement Strategist To: Interested Bidders Subject: Addendum #2 Solicitation #22-8052- Design Services for SCRWTP Improvements and Expansion The following clarifications are issued as an addendum: Change 1. Replaced the draft study labeled 122-8052 - Attachment 2 - Jacobs Engineering Group, Inc. Aug. 2022 Study' with the Final Study labeled '22-8052 - Attachment 2 - Jacobs Engr. Grp, Inc. Aug. 2022 Study - Final'. If you require additional information, please post a question on our Bid Sync (www.bidsync.com) bidding platform under the solicitation for this project. Please sign below and return a copy of this Addendum with your submittal for the above referenced solicitation. (Signature) Carollo Engineers, Inc. (Name of Firm) 11/17/2022 Date 10/20/2022 1:06 PM p. 16 C oT ier County Procurement Services Division Addendum #3 Date: November 4, 2022 Email: Cynthia.McCanna@colliercountyfl.gov Telephone: (239) 252-8992 From: Cynthia McCanna, Procurement Strategist To: Interested Bidders Subject: Addendum #3 Solicitation #22-8052- Design Services for SCRWTP Improvements and Expansion The following Change was issued as an addendum: Addition 1: Upload sign -in sheets from the Pre -Proposal Meeting per the request from question 1. Please sign below and return a copy of this Addendum with your submittal for the above referenced solicitation. (Signature) Carollo Engineers, Inc. (Name of Firm) 11/17/2022 Date 0tT of Prow rernent Services Division Date: November 17, 2022 Email: Cynthia.McCanna@colliercountyfl.gov Telephone: (239) 252-8992 Addendum #4 From: Cynthia McCanna, Procurement Strategist To: Interested Bidders Subject: Addendum #4 Solicitation #22-8052- Design Services for SCRWTP Improvements and Expansion The following clarifications are issued as an addendum: Change 1: The bid due date has been extended as follows: BID OPENING DAY/DATE/TIME: Nav17,202213:00:00 PM Dec 5, 2022 at 3:00 PM EST If you require additional information, please post a question on our Bid Sync (www.bidsync.com) bidding platform under the solicitation for this project. Please sign below and return a copy of this Addendum with your submittal for the above referenced solicitation. _ (Signature) Carollo Engineers, Inc. (Name of Firm) 12/5/2022 Date Cotner C 4y""t Procurement Services Division Date: December 5, 2022 Email: Cynthia.McCanna@colliercountyfl.gov Telephone: (239) 252-8992 Addendum #5 From: Cynthia McCanna, Procurement Strategist To: Interested Bidders Subject: Addendum #5 Solicitation #22-8052- Design Services for SCRWTP Improvements and Expansion The following clarifications are issued as an addendum: Change 1: The bid due date has been extended as follows: BID OPENING DAY/DATE/TIME: Dee.5, 3:00:00 PM EST Dec 12, 2022, at 3:00 PM EST If you require additional information, please post a question on our Bid Sync (www.bidsync.com) bidding platform under the solicitation for this project. Please sign below and return a copy of this Addendum with your submittal for the above referenced solicitation. (Signature) Carollo Engineers, Inc. (Name of Firm) 12/12/2022 Date L7 Carollo Engineers is the largest engineering firm in the United States dedicated solely to water and wastewater related engineering - it's all we do. This targeted expertise allows us to focus on developing cost-effective, innovative, and reliable solutions to help our clients implement best value results for protecting public health and the environment. y=V The Carollo team has completed 26 projects at the SCRWTP facility since 2007. FIRM INTRODUCTION Carollo offers 89 years of specialized experience in water, wastewater, reclaimed water, infrastructure, water resources planning, and related projects. Since its founding in 1933, the firm has successfully completed more than 25,000 projects for public agencies, governmental agencies, and private firms. Carollo's engineering team has grown to include more than 1,300 employees in 50 offices throughout the United States including seven offices in the State of Florida. All of our work is in water and wastewater, resulting in a level of understanding of key supply, treatment, and conveyance issues that few can match. Team Experience Carollo has experienced unprecedented growth nationally and throughout Florida; growth driven by our approach to client service and the innovative solutions we consistently bring to the table. The best indicator of our ability to exceed the expectations of our clients is the fact that over 80% of our work comes from "repeat" clients. 89 N *20 M ,,YEARS YEARS ................... / DELIVERING WATER/ WORKING IN THE WASTEWATER SOLUTIONS SOUTHWEST FLORIDA REGION '.50: * OFFICES NATIONWIDE 7 IN FLORIDA INCLUDING 140 EMPLOYEES IN FLORIDA Full -service support and oversight by nationally recognized and industry - leading experts. The Carollo team brings a focused cast of full discipline support, critical specialty services, and an unmatched depth of oversight to drive a high quality product. Our team has completed planning, design, and construction phase services for more than 30 water treatment facilities throughout Florida. CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I nddl-Col lier-SCR WTPExpAbil ityPersonnel ,;iAl`, Your Project Team Exceeding expectations requires project teams to have multiple skills: technical knowledge, understanding of local issues, and a drive for "out -of -the -box thinking" to find the best solutions. To successfully implement your project, the County's project will require a team that understands how the County does business, can address the unique needs of your project requirements, and will provide sound project management support and control. Our team, illustrated below, has the demonstrated, relevant experience to match these specific requirements. MINUTE WITH YOUR ROJECT MANAGER hris Reinbold, PE hris Reinbold, our proposed project manager, will oversee all aspects of the project, including schedule and cost monitoring, team integration, risk management, quality control and assurance, scope and change control, project plan development and execution, stakeholder buy -in, and communication between the County and the project team. Chris has a proven track record of managing water treatment projects and continuously demonstrates his ability to coordinate project team members to meet schedules on challenging projects. This valuable experience has prepared him to closely focus on the task at hand. His project management style is to plan ahead, get input from the best resources, and frequently check -in with team members. As you have seen on many past projects, he is "hands-on" and will even be there in the field to assist operators during startup to meet all your project requirements. What do you see as this project's PRIMARY CHALLENGE and how will you resolve it? The biggest challenge for this project is to satisfy all the project stakeholders. The upgrades and/or expansion that are to take place at the SCRWTP are intended to serve the facility for the foreseeable future — for the next 30 years or more. I do not take this challenge lightly. Our team has the ability to make a long lasting impact on Collier County, providing cutting edge technologies as well as making sure current and upcoming regulations can be met. This is a very exciting undertaking and I am looking forward to working hand -in -hand with the County. What is DRIVING YOUR ENTHUSIASM about this project? The simplest way to describe my enthusiasm is that I strive to provide the best service I can. Years ago, I was asked by top leadership of Carollo, "Chris, what drives you to do what you do?" My answer came quickly. I responded it is to see my clients' satisfaction; knowing that a job was well done. Knowing they have a project that meets their needs, came in on time, and on budget. This is something that drives me on each and every project. We are a team, the County, Carollo, and the contractor — and for the project to be successful, all the team members need to be successful. We need to continue to work together every step of the way to make this happen. What experience makes you a GOOD FIT for this project? This role fits well with my background and interests. I have been serving clients throughout South Florida and around the nation for 20 years in the fields water and wastewater treatment, as it relates to studies, design, construction, and operational support at municipal treatment plants. I always look for ways to find innovative or cost saving solutions to benefit clients. This continual focus on improvement, enhancement, and optimization is something I feel sets me apart from other project managers. I don't just take the easy path. I look for the path that best serves the project and I continue to navigate it until completion. Brian LaMay, PE (Lead QM) Vincent Hart, PE Sandeep Sethi, PhD, PE Lyle Munce, PE HYDRAULIC MODELING Angelica Gregory, PhD, PE Kristiana Dragash, PE INNOVATIVE ALTERNATIVES Sandeep Sethi, PhD, PE Lyle Munce, PE ASSET ASSESSMENT Lisa Arroyo, PE CHLORINE GAS EVALUATION Vincent Hart, PE CHLORAMINE CONVERSION EVALUATION Greg Pope, PhD, PE ION EXCHANGE Chris Reinbold, PE Vincent Hart, PE LIME SOFTENING Chris Reinbold, PE Tom Crowley, PE REVERSE OSMOSIS Lyle Munce, PE Sandeep Sethi, PhD, PE YARD PIPING Michael Boaz, PE LEGEND 1- Johnson Engineering 2 - SOCOTEC Consulting, Inc 3 - Water Science Associates Co eY Cou1.ty Bob Cushing, PhD, PE, BCEE PROJECT MANAGER Chris Reinbold, PE ELECTRICAL Mark Pellish, PE SCADA/I&C Norm Anderson, PE Richard DeFreitas, PE PLC PROGRAMMING/ SCADA Joe Hanlon, PE Arsalan Akram STRUCTURAL Rich Warner, PE SITE/CIVIL Munir AI-Suleh, PE CFD MODELING Ed Wicklein, PE SCHEDULE CONTROL Gerry Torres COST ESTIMATING Jason Rozgony, PE ALTERNATIVE DELIVERY Chuck Sinclair, PE OPERABILITY Steve Walker CONSTRUCTABILITY Ben Carlisle SURVEY/UTILITY LOCATES Guy Adams, PSM' GEOTECHNICAL INVESTIGATION Richard P. Lundberg, PE David ZhU2 SITE PERMITTING Jared Brown, PE' Eric Fallon' ENVIRONMENTAL Laura Herrero' CONSUMPTIVE USE PERMITTING W. Kirk Martin, PG3 Rahul John, PG3 RESIDENT PROJECT REPRESENTATIVE Gerry Torres STARTUP/COMMISSIONING Steve Walker ELECTRONIC 0&M MANUAL Steve Snell CAROLLO // QUALIFICATIONS // DECEMBER 2022 2 B:APursuits\Cllcnt50(SAR)ACollici SCRWTPExpAProp1122\Indd\I-Colllcr-SCRWTPExpAbilityP(�iscmcl PROPOSED KEY TEAM MEMBERS Professional Engineer, FL No. 68639 Professional Engineer, FL No. 57828 Professional Engineer, FL No. 92491 Chris Reinbold, PE PROJECT MANAGER QUALIFICATIONS Chris has 19 years of experience that includes study, design, permitting, and construction administration services for treatment plants, pumping stations, pipelines, and chemical systems. He has focused on south Florida water treatment projects, including color removal and softening, and applying nanofiltration, reverse osmosis, and ion exchange treatment technology. He takes pride in helping clients achieve operational improvements, cost savings, and implementing innovative technologies. RELEVANT EXPERIENCE ■ SCRWTP Reactor 4, Collier County, FL - Project Manager • Springtree Water Treatment Plant Nano Evaluation, City of Sunrise, FL - Project Manager Bob Cushing, PhD, PE, BCEE PROJECT PRINCIPAL QUALIFICATIONS • Design and Construction Management for the Sawgrass Water Treatment Plant, City of Sunrise, FL - Project Manager • Kermit H. Lewin Reverse Osmosis Facility, Florida Keys Aqueduct Authority, FL - Project Engineer Bob has 33 years of experience in applied environmental science and engineering. Throughout his career, he has coupled fundamental concepts with sound engineering practices to provide creative, innovative, and enduring solutions to challenges faced by water and wastewater utilities. Bob is an internationally recognized expert in water treatment and process optimization resolving unique issues. He has been responsible for introducing and applying advanced technologies for potable water treatment. RELEVANT EXPERIENCE ■ Northeast Regional WTP, Collier County, SCRWTP Belt Filter Press Replacement, FL - Project Manager Phases 1 and 2, Collier County, FL - ■ North Lee County RO WTP, Lee County, Principal -in -Charge FL - Project Director/Technical Lead Mike Boaz, PE PROJECT ENGINEER QUALIFICATIONS Mike's experience is in civil engineering with a focus on hydraulics and water treatment processes. His background is primarily in water resources and mechanical process design In addition to design, Mike also spends time on active construction projects, as well as a field engineer and inspector RELEVANT EXPERIENCE • Stock Island Reverse Osmosis Treatment ■ Plant Replacement, Florida Keys Aqueduct Authority, FL - Project Engineer • Water Treatment Plant Lime System Refurbishment Construction Engineering and Inspection (CEI) Services, City of Pembroke Pines, FL - Project Engineer Sawgrass Concentrate Pipeline, Surge Tank, and Membrane Replacement Design City of Sunrise, FL - Project Engineer 0 r r C) 0 c z CAROLLO // QUALIFICATIONS // DECEMBER 2022 3 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel Professional Engineer, FL No. 60142 Professional Engineer, CO No. 0034164 Professional Engineer, FL No. 72562 Brian LaMay, PE QUALITY MANAGER QUALIFICATIONS Brian has 23 years of experience in water and wastewater design and project management for treatment plants, pump stations, pipeline rehabilitation, and potable water and disposal wells. He has a breadth of knowledge of key issues impacting Carollo's local and regional clients, stemming from his extensive experience in project design and execution for municipal clients in Florida. This knowledge and experience enables him to function as an asset to municipal clients as he works to deliver exceptional projects. RELEVANT EXPERIENCE ■ Northeast WRF and WTP Phase 2, Water Treatment Plant Redesign and Permitting, Collier County, FL - Project Engineer ■ Sawgrass WTP Design Services for Concentrate Pipeline, Surge Tank, and Train 1 Membrane Replacements, City of Sunrise, FL - QA/QC Reviewer Vinnie Hart, PE TECHNICAL ADVISOR QUALIFICATIONS • Sawgrass Water Treatment Plant Expansion from 12-mgd to 18-mgd, City of Sunrise, FL - Project Engineer Vinnie has 28 years of experience in planning, design, and expansion of water supply, water treatment, and water distribution facilities. He has been involved with multiple design and expansion of water treatment facilities throughout Florida, including softening and color control, and has written various publications and given presentations on the subject. RELEVANT EXPERIENCE ■ David L Tippin WTF (DLTWTF) Master Plan Design Build, City of Tampa, FL - Design Manager ■ Dean Water Treatment Plant Softener Rehabilitation, Florida Keys Aqueduct Authority, FL - Project Engineer Sandeep Sethi, PhD, PE TECHNICAL ADVISOR QUALIFICATIONS ■ Sawgrass Water Treatment Plant Upgrade and Expansion, City of Sunrise, FL - Process Engineer Sandeep is a senior project manager and a nationally known expert in water quality and treatment. He has 30 years of experience, during which he has provided high -value solutions to clients in the planning, evaluation, design, and implementation of numerous treatment technologies and facilities. He has experience in both conventional and advanced treatment technologies, with special expertise in membrane technologies. RELEVANT EXPERIENCE • Ultrafiltration (UF) retrofit at Lake Manatee WTP, Manatee County, FL - Project Manager ■ Basis of design for the New 3-mgd (5- mgd ultimate) North County RO WTP for Manatee County, FL - Technical Advisor David L Tippin WTF (DLTWTF) Master Plan Design Build, City of Tampa, FL - Project Engineer 0 r r M 0 c z CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I nddl-Col lier-SCR WTPExpAbil ityPersonnel 4 Professional Engineer, FL No. 55097 PROJECT TEAM Lyle Munce, PE TECHNICAL ADVISORY/EVALUATION TEAM QUALIFICATIONS Lyle has 36 years of engineering experience, with an emphasis on municipal water systems. Lyle has extensive expertise treating south Florida water, including membrane treatment, lime softening treatment, pilot- and bench -scale programs, raw and finished water quality analysis, concentrate injection well design and permitting, and air stripping and odor control. RELEVANT EXPERIENCE ■ Progressive Design Build for the Norwood-Oeffler Nanofiltration Water Treatment Plant, City of North Miami Beach, FL - Project Manager ■ Design and Construction Management for the Sawgrass Nanofiltration Water Treatment, City of Sunrise, FL - Principal -in -Charge ■ New Kermit H. Lewin Reverse Osmosis Facility, Florida Keys Aqueduct Authority, FL - Project Manager/Engineer Many of our industry leading team members and preferred service subconsultants already have a working relationship with the County and your staff. Chris Reinbold, our project manager, worked with the County to manage the SCRWTP Belt Filter Press Replacement and Reactor Tank No. 4 projects. Supporting Chris is a water treatment team that have successfully delivered numerous similar projects and includes Mike Boaz, Vinnie Hart, and Lyle Munce. This team is unmatched, having delivered over $300M in local water treatment plant project needs. Key Team Resumes are provided at the end of this section. CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel 5 Partnership with a Purpose Our South Florida -based team has a history of working together on water treatment projects throughout Florida. In particular, many of our team members have worked extensively with Collier County, and several members of our team have worked at the SCRWTP. This purposeful teaming merges industry leading expertise with knowledge of your facility and local conditions. The chart below demonstrates our team's history working together on Florida projects and has the demonstrated, relevant experience to match the specific requirements for your project. Relevant Florida Projects O _ d' .N C1 C V o m ,V i m = CU C c > y a) -a M U C °' o L7 N U •d � M ca 0 N C C E O z O as ai C t v iR d H t W c5 N > ai Cn Y > CD LZ City of Sunrise - Sawgrass WTP Improvements - ■ ■ ■ ■ ■ ■ ■ PBCWUD - WTP No. 2 Ion Exchange Treatment System ■ ■ ■ City of Tampa - Tippin WTF MP Improvements ■ ■ ■ ■ ■ Polk County - Gibson Oaks Water Production Facility ■ ■ Polk County - Cherry Hill and Dinner Lake WTPs ■ TWA - Parkway WTP ■ ■ ■ Polk Regional Water Coop. - Water Supply Improvements Phase 1 ■ ■ ■ ■ ■ ■ ■ Manatee County - OF WTP Filter Upgrade ■ ■ ■ ■ ■ ■ ■ Palm Beach County - WTP 2 Filter Replacement ■ ■ ■ Lee County - North Lee County WTP ■ ■ ■ ■ Collier County - SCRWTP Reactor 4 ■ ■ ■ ■ City of Sunrise - Springtree WTP Improvements ■ ■ ■ ■ ■ ■ City of Boynton Beach - PDB IX at East WTP ■ ■ ■ City of Fort Lauderdale - GAC Pilot and Evaluation ■ ■ ■ City of Daytona Beach - Brennan WTP Discharge Header ■ ■ FKAA - New Kermit H. Lewin RO WTP ■ ■ ■ ■ ■ City of Pembroke Pines - Lime Feed System ■ ■ ■ City of North Miami Beach - Norwood Oeffler Nanofiltration WTP ■ ■ ■ ■ ■ CAROLLO // QUALIFICATIONS // DECEMBER 2022 6 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel Partnership with a Purpose For this project, Carollo has engaged some key local, highly -qualified specialty subconsultants, many who have worked with you and collaborated with us to deliver successful projects, to round out the team. ENGINEERING Johnson Engineering Surveying, Site Permitting, Environmental Services Just as Florida has transformed dramatically over the years, so has Johnson Engineering. What started in 1946 as one man surveying Southwest Florida, has developed into a large cohesive team of more than 120 professional civil engineers, ecologists, scientists, geologists, surveyors and mappers, certified land planners, and landscape architects, offering their expertise in a broad spectrum of engineering disciplines. Johnson Engineering has been helping guide private companies, and municipal institutions through these changes and the challenges they create. Their extensive list of well-known projects show our experience and continued responsibility in developing Florida's communities. Headquartered in Fort Myers, Florida, the company also has offices in Naples, Port Charlotte, LaBelle, Clewiston, and Lutz. While Johnson Engineering is focused on growing and evolving to continue serving the needs of Florida, it remains true to its past and the values upon which the company was founded. S0$ OCOTEC Socotec Consulting, Inc. (Formerly Forge Engineering, Inc.) Geotechnical Services Socotec Consulting, Inc. (SOCOTEC) is a fully licensed and insured engineering consulting and materials testing firm, headquartered in Naples, Florida. SOCOTEC's Southwest Florida office has been serving the public and private sectors since 1996. SOCOTEC currently owns two drilling rigs and has a certified full -service construction materials testing laboratory. Their geotechnical explorations focus on soils and geologic structures, and their ability to provide support adequately and safely within the built environment. Their geotechnical services have been provided on a wide range of projects including residential and mixed -use developments, luxury high rises, roadways, bridges, weirs, underground structures, and retaining/bulkhead walls. Their staff provide engineering expertise with shallow foundation systems, deep foundation systems, soil improvement methodologies, forensic investigations of various types of soil -related failures, and more. Their personnel are some of the most experienced engineers and engineering technicians in the Southwest Florida area with over 25 years of local experience from Marco Island to North Fort Myers. WaderX Science Associates Water Science Associates Consumptive Use Permitting Water Science Associates is a professional engineering and geological consulting firm specializing in water resource consulting and dedicated in providing creative, sustainable, and scientifically based solutions to our client's water resource challenges. The firm was established in 2013 by two principal scientists with over 60 years of combined hydrogeologic experience in Southwest Florida, specifically to provide a higher level of service and expertise to the Florida marketplace. Staff at Water Science Associates have been part of Lower Tamiami Golden Gate wellfield design, permitting, and construction since 1984 starting with Well #6 and recently completing Well #40. They were also Instrumental in development of the technical data, impact analyses, and permitting for every major wellfield expansion including a 40% increase in permitted allocation at a time when the SFWMD considered the aquifer overused. Additionally, Water Science staff were part of the team that developed alternative raw water transmission routing that would allow for increases to the amount of water delivered to the SCRWTP. CARDLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel ► Collaboration and understanding your needs are ,h ris Re i n b o l d , PE the keys to a successful project. This is how I will make sure the County's vision is delivered on time -oject Manager and within budget! Relevant Project Experience FIRM Carollo Engineers, Inc. SCRWTP Belt Filter Press Replacement, Phases 1 & 2 1 Project manager I OFFICE LOCATION Collier County, FL West Palm Beach, FL Replacement of the belt filter press due to reliability and performance issues. The replacement YEARS EXPERIENCE will be completed in phases, with the first to develop performance criteria and obtain a proposal 19 Years for procurement of new equipment, Then secondly, to develop design drawings and installation specifications for a contractor to remove and install a new belt filter press and appurtenances. EDUCATION Master of Civil Engineering, North Carolina South County Regional Water Treatment Plant's (SCRWTP) Reactor Tank No. 41 State University Project manager I Collier County, FL BS Civil Engineering, University of North This project added a 6-mgd solids contact clarifier (SCC) to a train of three aging SCCs. This Carolina at Charlotte new SCC was installed to add redundancy to the lime -softening treatment train and provide ACTIVE REGISTRATION the lime plant's total -rated treatment capacity of 12 mgd while the existing units are extensively Professional Engineer, FL No. 68639 refurbished. This effort's design worked in connections to raw water, treated effluent, overflow, drain, sludge wasting, and drain piping. The lime slurry piping was extended from an existing lime distribution box; the polymer feed line was also ex -tended from existing equipment. >> Sawgrass Water Treatment Plant Membrane Replacement, Acid Modifications, Ion Exchange (IX), and Other Improvements I Project manager I City of Sunrise, FL This project includes two bid packages. The first is to replace the nanofiltration membrane elements for the existing 24-mgd treatment plant and demolish and replace the sulfuric acid pumps. The second is to install an oxidation, prefiltration, and IX system to treat surficial aquifer water for iron, control color, and reduce organics. This treatment train is separate and parallel to the existing membrane filtration train. Following degasification of the membrane permeate, the IX treated water will be blended with it to optimize finished water hardness and alkalinity. >` Water Treatment Plant Lime System Refurbishment Construction Engineering and Inspection (CEI) Services I Project manager I City of Pembroke Pines, FL CEI services for the refurbishment, valve insertion, and iScan monitoring installation at the City's Water Treatment Plant. Services include construction contract administration and part-time inspection services, conducted by staff experienced in the corresponding discipline. Springtree Water Treatment Plant Phase II Improvements & Rehabilitation I Project manager I City of Sunrise, FL This project included renewal and upgrades to the existing four 6-mgd each solids contact clarifiers, additional of raw water aerators, replacement of the south lime silo, concrete structure rehabilitation for the filters and flume, demolition of the existing east filters and transfer pump, We are quite satisfied with addition of a new transfer pump station rated for 12-mgd, addition of a water stabilization our experience working (CO2) system, extension of washwater return piping to connect to the two west softeners, and replacement of the existing rotary drum vacuum filter belts and appurtenances for lime sludge with Carollo Engineering dewatering. This project was designed and is being constructed in two separate bid packages. and have been thoroughly Kermit H. Lewin Reverse Osmosis (RO) Facility I Project engineer I Florida Keys satisfied with the services Aqueduct Authority (FKAA), FL we've received from Conceptual, preliminary, and final design, engineering services during construction, startup, Chris Reinbold, and the and commissioning for the new RO facility constructed at the current FKAA Stock Island utility rest of their support site. The new facility will replace the existing 2 mgd seawater desalination plant with a new team at the local Sunrise, 4 mgd facility. It will consist of four new shallow seawater wells, cartridge filtration, four 1-mgd Florida, office." seawater RO treatment skids, degasification, transfer pumping, membrane cleaning system, and associated chemical feed systems. All equipment will be located above the 100-year flood level —Timothy Welch, PE, Utilities in a two-story concrete/cmu building. Director, City of Sunrise, Florida CAROLLO // QUALIFICATIONS // DECEMBER 2022 8 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel lob Cushing, PhD, PE, BCEE -oject Principal In my project principal role, I will stay connected with County staff to ensure your overall expectations are being met throughout the project duration! Relevant Project Experience FIRM Carollo Engineers, Inc. SCRWTP Belt Filter Press Replacement, Phases 1 & 2 1 Principal -in -charge I OFFICE LOCATION Collier County, FL Sarasoa, FL Replacement of the belt filter press due to reliability and performance issues. The replacement YEARS EXPERIENCE will be completed in phases, with the first to develop performance criteria and obtain a proposal 33 Years for procurement of new equipment, Then secondly, to develop design drawings and installation specifications for a contractor to remove and install a new belt filter press and appurtenances. EDUCATION PhD, University of Texas, Austin, Civil NCRWTP Surge Control System Construction Phase Services I Principal -in -charge Engineering I Collier County, FL MS, University of Texas, Austin, Civil Carollo, in a previous task order, designed the surge control system and supported the County Engineering with reviewing bids to construct the project. This task order covered the work by Carollo BS, University of Texas, Austin, Petroleum necessary to complete services during construction of a hydropneumatic surge control system Engineering located at the North County Regional Water Treatment Plant NCRWTP connected to the high service pump station discharge. ACTIVE REGISTRATION Professional Engineer, FL No. 57828 NCRWTP Surge Control System Construction Phase Services I Technical advisor I Collier County, FL Carollo, in a previous task order, designed the surge control system and supported the County with reviewing bids to construct the project. This task order will cover the work by Carollo necessary to complete services during construction of a hydro -pneumatic surge control system located at the North County Regional Water Treatment Plant NCRWTP connected to the high service pump station discharge. North Lee County Water Treatment Plant RO Expansion to 15.mgd I Principal -in -charge I Lee County, FL This project was to address footprint, hydraulic, electrical, and treatment related infrastructure improvements required to expand the NLC WTP beyond its planned 10-mgd buildout RO capacity, to 15-mgd. David L. Tippin WTF (DLTWTF) Master Plan Design Build I Principal -in -charge I City of Tampa, FL Needs assessment for the rehabilitation and improvement projects, selection and evaluation of design alternatives and requirements, development of construction sequencing and project phasing needed to maintain plant operations and reduce construction cost, final design, permitting, project management, overhead, profit, and development of a GMP with appropriate surety bonds. Services include engineering investigations, site planning, cost estimating, advertising, and administration of subcontracts, startup, preparation of O&M manuals, training, Bob Cushing Immediately and all related work required for to complete the DLTWTF improvements. impressed with his Nanofiltration Water Treatment Plant Expansion from 2.5 to 9.6-mgd I exceptional technical Principal -in -charge I City of Palm Coast, FL expertise, innovative Carollo served as the prime designer as part of this design build team to design, permit, and solutions t0 traditional construct the expansion in a challenging schedule of only 13 months. Design build services included the redesign of existing nanofiltration equipment and chemical feed systems, the problems, and his ability addition of four additional membrane trains, and two additional degasification towers. Redesign to listen to operations of the existing process saves the owner approximately $100,000 per year in operations and staff and involve them in maintenance costs by taking advantage of new technology that was not available when the plant deCISIOnS..:' was originally constructed. — Curtis Mitchell, PE, Colorado Springs Utilities CAROLLO // QUALIFICATIONS // DECEMBER 2022 9 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I nddl-Col lier-SCR WTPExpAbil ityPersonnel _ Mike Boaz, PE f Project Engineer Relevant Project Experience As project engineer, I am excited to work side -by - side with Chris, as well as the overall team, including our subconsultants, to collaborate closely with your staff and help the County get the best value, dollar - for -dollar, on this exciting project." >> Kermit H. Lewin Reverse Osmosis (RO) Facility I Project engineer I Florida Keys Aqueduct Authority (FKAA), FL Conceptual, preliminary, and final design, engineering services during construction, startup, and commissioning for the new RO facility constructed at the current FKAA Stock Island utility site. The new facility will replace the existing 2-mgd seawater desalination plant with a new 4-mgd facility. It will consist of four new shallow seawater wells, cartridge filtration, four 1-mgd seawater RO treatment skids, degasification, transfer pumping, membrane cleaning system, and associated chemical feed systems. All equipment will be located above the 100-year flood level in a two-story concrete/cmu building. The permeate from the facility will be directed to the existing onsite potable water storage tank and pumping system. The concentrate from the treatment system will be disposed of in the existing injection well. The existing treatment system will be kept in service until the new facility is commissioned. Basis of Design and Preliminary Design for Norwood-Oeffler Water Treatment Plant I Project engineer I City of North Miami Beach, FL Development of the basis of design and preliminary design report. For the water treatment plant rehabilitation which includes transfer and high service pumping, ground storage water, auxiliary power generator, and a warehouse. Water Treatment Plant Lime System Refurbishment Construction Engineering, and Inspection (CEI) Services I Project engineer I City of Pembroke Pines, FL CEI services for the refurbishment, valve insertion, and Scan monitoring installation at the City's water treatment plant (WTP). Services include construction contract administration and part-time inspection services, conducted by staff experienced in the corresponding discipline. Northeast WRF and WTP Phase 1— Deep Injection Well and Site Work I Project engineer I Collier County, FL Per the Board of County Commissioners (BoCC), 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. This scope of services was limited to the design of the deep injection well and site work phase of the project. Springtree WTP Ion Exchange Treatment System I Project engineer I City of Sunrise, FL Design of a 12-mgd ion exchange system at an existing lime softening plant. Responsibilities include mechanical process design, hydraulic calculations, writing a design report, permitting, writing specifications, working with the Carollo CAD department to create drawings, cost estimating, and attending client meetings. Southwest WTP Improvements I Project engineer I City of Sunrise, FL Engineering during construction for the rehabilitation of existing 2-mgd lime softening plant and installation of 2-mgd ion exchange system. Responsibilities included construction and equipment inspections, submittal review, responding to RFIs, payment application review, DEP permitting, and attending construction progress meetings. Springtree WTP Ion Exchange Treatment System EDC I Project engineer I City of Sunrise, FL Engineering during construction for the rehabilitation of the 12-mgd lime softening system, including solids contact clarifier metals repair, filter structure concrete repairs, lime delivery system upgrades, installation of a CO2 system and upgrades to the solids handling and disposal system. Responsibilities included construction and equipment inspections, submittal review, RFI response and permitting. FIRM Carollo Engineers, Inc. OFFICE LOCATION West Palm Beach, FL YEARS EXPERIENCE 6 Years EDUCATION BS Biology, Palm Beach Atlantic University BS Civil Engineering, Florida Atlantic University ACTIVE REGISTRATION Professional Engineer, FL No. 92491 CARDLLO // QUALIFICATIONS // DECEMBER 2022 90 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col tier -SCR WTPExpAbil ityPersonnel Irian LaMay, PE uality Control Manager Relevant Project Experience >> Northeast WRF and WTP Phase 2, Water Treatment Plant Redesign and Permitting I Project engineer I Collier County, FL Task lead for development of the Preliminary Design Report for the redesign and permitting of a 4-mgd MBR Advanced Water Treatment Water Reclamation Facility with provisions to expand to 8-mgd and 12-mgd. The design of the facility is being coordinated with an existing interim wastewater treatment facility, new industrial injection wells, raw water wells, and a future water treatment plant that will be built on site and share common facilities. As quality control manager, I will support the project manager and technical team. I will work to ensure our team's stringent quality control processes are followed and the County receives quality deliverables." Sawgrass Water Treatment Plant Expansion I Project engineer I City of Sunrise, FL Design expansion from 12-mgd to 18-mgd included the addition of two nanofiltration membrane trains and associated feed pumps, cartridge filters, and chemical feed systems, and new corrosion inhibitor system. Completed detailed design drawings and sizing/selection of process equipment and valves. Performed permitting and engineering services during construction. Water Treatment Plant Preliminary Design and Equipment Pre -Selection I Engineer -of -record I City of West Palm Beach, FL Preliminary design of the expansion of the City's water treatment plant. The design included magnetic ion exchange (MIEX), PAC, ultrafiltration membranes, GAC, chlorine disinfection, and a new filter wash water recovery system. Developed the process and civil design and provided coordination between design disciplines to develop a preliminary design report. Developed pre- selection bid documents to procure the ion exchange system and membrane system. Assisted the City in obtaining permits from the Palm Beach County Health Department. >> Water Treatment Plant Improvements Mixing and Metering Header I Design manager I City of West Palm Beach, FL Design of a new a 48-inch above grade mixing and flow metering header pipe to provide chemical feed for disinfection, mixing of chemicals, and flow metering to enable disinfection flow pacing. The design included a 20-mgd bypass system to bypass the transfer pump station to enable the WTP to remain in service during the construction. Provided engineering services during construction, developed construction sequencing and contingency plan with the contractor and City, and oversight and inspection during construction. >> Water Treatment Plant Improvements — Electrical Generator Building I Engineer -of -record I City of West Palm Beach, FL Design of a new electrical generator building at the City's water treatment plant. The electrical generator building replaced aging electrical infrastructure at the plant while providing improved redundancy and dependability. The new electrical system also provided an electrical system for the proposed new treatment facilities at the plant. Coordinated between technical leads, discipline engineers, subconsultants while developing detailed design civil and mechanical drawings and technical specifications. Provided engineering services during construction and technical support to lead consultant's construction manager located on site to oversee the construction. Water Treatment Plant Improvements —Aqua Ammonia System, High Service Pump Modifications, and Filter Effluent Flume and Clearwell Demolition I Design manager I City of West Palm Beach, FL Modifications to existing high service horizontal and vertical high service pumps, construction of a new 60-inch steel filter effluent piping to replace a buried effluent flume, and construction of a new 48-inch ductile iron pipe to provide direct suction to high service pumps and demolish a buried clear well. Provided design guidelines and quality control reviews of design of an aqueous ammonia chemical feed system to replace an existing anhydrous ammonia system. FIRM Carollo Engineers, Inc. OFFICE LOCATION Coral Springs, FL YEARS EXPERIENCE 23 Years EDUCATION MS, Industrial and Systems Engineering, University of Florida, Gainesville BS, Environmental Engineering, University of Florida, Gainesville ACTIVE REGISTRATION Professional Engineer, FL No. 60142 CAROLLO // QUALIFICATIONS // DECEMBER 2022 11 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonneI Vincent Hart, PE Technical Advisor/Evaluation Team I will make sure to bring our national water expertise and proven design principles are successfully incorporated into your water treatment expansion project! Relevant Project Experience FIRM Carollo Engineers, Inc. David L. Tippin WTF (DLTWTF) Master Plan Design Build I Design manager I OFFICE LOCATION City of Tampa, FL Tampa, FL This project includes the assessment for the rehabilitation and improvement projects, selection YEARS EXPERIENCE and evaluation of design alternatives, development of construction sequencing and project 30 Years phasing needed to maintain plant operations and reduce construction cost, final design, permitting, project management, overhead, profit, and development of a GMP with appropriate EDUCATION surety bonds. The 82-mgd (average daily flow) treatment plant utilizes three parallel coagulation, MS Environmental Engineering, Virginia flocculation, and sedimentation treatment trains. Two trains employ conventional rapid mix, Polytechnic Institute and State University flocculation, and sedimentation processes. The third train utilizes the Actiflo process. Ferric BS Environmental Engineering, Syracuse sulfate is used as the coagulant; it is supplemented with a polymer. The primary disinfectant is University ozone. Disinfected water is filtered through mixed bed filters before chlorine and ammonia are ACTIVE REGISTRATION added for a secondary disinfectant. Services include engineering investigations, site planning, Professional Engineer, CO, MS, MN, KS, NJ, cost estimating, advertising, and administration of subcontracts, startup, preparation of O&M NC, TN, MI manuals, training, and all related work required for to complete the DLTWTF improvements. Dean Water Treatment Plant Softener Rehabilitation I Project engineer I Florida Keys Aqueduct Authority, FL Project involves rehabilitation and up -grade of an upflow clarifier. It is anticipated that the identified upgrade will be accomplished by the treatment system original equipment manufacturer (OEM) through a direct contract with the FKAA. Carollo will support FKAA with the specifying of the upgrade improvements and will review softener rehabilitation construction shop drawings submitted by the OEM. Sawgrass Water Treatment Plant Upgrade and Expansion I Process engineer I I have never seen a more City of Sunrise, FL focused group that cares The Sawgrass Water Treatment Plant is a membrane softening facility utilizing nanofiltration for the end user as much (NF) as the primary process to treat water from the Biscayne Aquifer. The City sought to expand as Carollo does .... Our water its capacity, improve overall facility water recovery and water quality, and obtain an analysis treatment section has of options for new brackish water treatment facilities. Carollo provided study and design for the replacement of NF membranes, permitting for the 6-mgd expansion, and pilot testing of benefited greatly from the oxidation, filtration, and ion exchange (IX) technologies to treat surficial aquifer water for iron and expertise and knowledge organics control alternatives. Vinnie and Carollo have 4.4-mgd Water Treatment Plant Enhancement Project I Project engineer I given us. Not only did they City of North Port, FL design a great facility, but Project included conceptual development and testing for a new 1.5-mgd RO treatment process the effort Vinnie and his at the facility, as well as process, hydraulic, and condition assessments of existing conventional team undertook during treatment processes. Project included evaluation of RO process and technical requirements, the operation of the sizing and layout, conventional process upgrades, repair/replacement components, and cost aspects. RO assessments included riverbank filtration pretreatment, RO membrane system, facility through startup chemical cleaning system, post -treatment and concentrate disposal systems, and associated was priceless.. Vinnie's pumping systems. RO pilot testing included design and installation of three riverbank filtration commitment to excellence wells, installation and operation of 20,000-gpd RO pilot system, development of test and goes beyond any contract monitoring plans, associated data monitoring and technical analysis, and coordination with appropriate regulatory agencies. Project also included raw water quality and quantity analysis, or scope of work and your preliminary alternatives development, and bench testing to address data gaps. utility will greatly benefit Water Treatment Plant No. 8 Ion -Exchange (IX) Study I Technical advisory I from his dedication." Palm Beach County, FL — Chad Sell, Bailey WTP Develop and evaluate potential IX alternatives for review, selection, and implementation. Operations Superintendent, Evaluated both the high -rate fluidized bed IX technology and fixed -bed vessel on raw and Colorado Springs Utilities filtered water flow streams. CAROLLO // QUALIFICATIONS // DECEMBER 2022 92 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonneI I am currently completing construction of the Sa n d ee Sethi, largest membrane retrofit in the U.S. at the Lvt p PhD, PE Lake Manatee WTP and I am eager to focus my energy on this Collier County project to develop Technical Advisor/Evaluation Team and deliver a best -in -class facility." Relevant Project Experience FIRM Carollo Engineers, Inc. 8-mgd expansion of the North Regional Reverse Osmosis (RO) Water Treatment OFFICE LOCATION Plant to an expanded capacity of 20-mgd I Process engineer I Collier County, FL Tampa, FL Project components included process engineering, design, reviews, and development of YEARS EXPERIENCE operations and maintenance manuals. 30 Years Sawgrass 3-mgd RO WTP and Nanofiltration (NF) Rerating Project I EDUCATION Technical advisor I City of Sunrise, FL PhD Environmental Science and Engineering, Project included evaluation of potential processes to expand potable water treatment capacity, Rice University, Texas improve overall facility water recovery, improve potable water quality, and provide an analysis MS Environmental Science and Engineering, of options for new brackish water treatment facilities. The systems, processes, and facilities Rice University, Texas that were evaluated included: the addition of a 7-mgd oxidation, filtration, and ion ex -change BS Civil Engineering, Birla Institute of treatment system, uprating of one or both existing 9-mgd NF treatment trains, conversion Technology and Science, India of one existing NF treatment train to RO for brackish water treatment, and the addition of an independent RO treatment system. Continuing Education, U.S. and European Community Studies, Van Hall Institute, 30-mgd Reverse Osmosis Southeast Water Production Facility and Technical Netherlands Advisor for the 15-mgd RO West Polk Water Production Facility I Project manager I ACTIVE REGISTRATION Polk Regional Water Cooperative, FL Professional Engineer, FL No. 72562 The project includes technology selection and designs for two large, complex, RO facilities with a combined estimated construction cost of approximately $500 million. This regional supply project includes 16 member governments in the central Florida region. The 30-mgd Southeast facility will be implemented in multiple (seven) phases, with the initial phase planned at 75 mgd, while the 15-mgd West Polk facility will be implemented in five phases with the initial phase planned at 5 mgd. Project components include identification of quantity and quality of water available from the lower Floridan aquifer (LFA) wellfields; evaluation of treatment options and recommendation for the most technically and economically viable process to treat the LFA water; post -treatment requirements; water quality modeling for compatibility of treated regional water with member governments' water distribution systems in terms of all stability and corrosion Carollo quickly resolved control indices; determination of the most viable option for disposing waste residuals; and the regulatory issues for development of conceptual and preliminary designs and cost estimates. the resort's public water 6.25-mgd Water Treatment Plant No. 2 RO System Improvements Project I system and by making Project manager I City of Clearwater, FL intelligent analysis of the The overall goal of the project is to make improvements to WTP No. 2 to allow to process and data demonstrated the produce more water, addressing both water quality and water quantity. Problematic water quality issues were centered issues include bromate, increasing raw water TDS, and impacts from RO concentrate. Phase A towards operational data of the project will determine improvements to allow production with a minimum of two RO skids with the existing raw water quality and quantity. It includes reviewing and evaluating the existing reporting procedures.. This RO system and ozone system/bromate formation, followed by determining the associated astute analysis was in large recommendations for improvements. Phase A consists of desktop evaluations, full-scale testing part due to the exceptional of the ozone system, and planned pilot -scale and full-scale testing for the RO system. Future technical expertise and project phases will implement the design and construction of the selected improvements. project managementdemonstrated Basis of Design and Preliminary Design for Norwood-Oeffler Water Treatment by Sandeep Plant I Project engineer I City of North Miami Beach, FL Sethi. Our work with Carollo Development of the basis of design and preliminary design report. For the water treatment plant resulted in significant rehabilitation which includes transfer and high service pumping, ground storage water, auxiliary power generator, and a warehouse. cost savings." — Tim Deputy, General Manager, Sun-N-Fun Private Resort CAROLLO // QUALIFICATIONS // DECEMBER 2022 13 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel Lyle M u n ce, PE Technical Advisor/Evaluation Team There is a time to plan and a time to implement. I respect both, once the planning is done, the success of this project can only be realized through its implementation" Relevant Project Experience FIRM Carollo Engineers, Inc. >> Springtree Filter Rehabilitation — Design I Principal -in -charge I City of Sunrise, FL OFFICE LOCATION The City desired to rehabilitate the existing filtration system as well as make changes to the West Palm Beach, FL potable water disinfection system as well as make changes to the potable water disinfection YEARS EXPERIENCE strategy with a focus on minimizing disinfection byproduct formation (DBPs). In addition to 35 Years the filter system, there are other related ancillary WTP features that should be considered for refurbishment or replacement at this time to renovate aging assets and improve the facility's EDUCATION reliability to continue to produce potable drinking water. MS Sanitary Engineering, South Dakota State University >> Springtree Water Treatment Plant Improvements — Phase I (Reverse Osmosis to Nanofiltration) Treatment Conversion I Principal -in -charge I City of Sunrise, FL BS Civil Engineering, South Dakota State University The project entails design services for the conversion of a 2 mgd reverse osmosis filtration plant ACTIVE REGISTRATION to nanofiltration. Responsible for the hydraulic calculations and new pump station design to Professional Engineer, FL No. 72562 convert to the new nanofiltration system. Fiveash Water Treatment Plant Granular Activated Carbon Pilot and Plant Evaluation I Project manager I City of Fort Lauderdale, FL Project consists of an evaluation of the existing treatment plant to determine best treatment options to meet future potable water demand. Project includes condition assessment of existing facilities, bench —scale treatment studies, alternate facility location study, water supply evaluation, and cost estimating. Kermit H. Lewin Reverse Osmosis (RO) Facility I Principal -in -charge/ project manager I Florida Keys Aqueduct Authority (FKAA), FL Conceptual, preliminary, and final design, engineering services during construction, startup, and commissioning for the new RO facility constructed at the current FKAA Stock Island utility site. The new facility will replace the existing 2 mgd seawater desalination plant with a new 4 mgd facility. It will consist of four new shallow seawater wells, cartridge filtration, four 1-mgd seawater RO treatment skids, degasification, transfer pumping, membrane cleaning system, and associated chemical feed systems. All equipment will be located above the 100-year flood level in a two-story concrete/cmu building. Ile If Basis of Design and Preliminary Design for Norwood-Oeffler Water Treatment Plant I Project manager I City of North Miami Beach, FL Carollo is one of our best Development of the basis of design and preliminary design report. For the water treatment plant performing consultants and rehabilitation which includes transfer and high service pumping, ground storage water, auxiliary has been awarded our most power generator, and a warehouse. important projects (Stock Sawgrass Water Treatment Plant Membrane Replacement, Acid Modifications, Island Reverse Osmosis, Ion Exchange (IX), and Other Improvements I Project engineer I City of Sunrise, FL Big Coppitt WWTP This project includes two bid packages. The first is to replace the nanofiltration membrane Expansion, and Pump elements for the existing 24-mgd treatment plant and demolish and replace the sulfuric acid Station Upgrades). Lyle pumps. The second is to install an oxidation, prefiltration, and IX system to treat surficial aquifer Munce and Chris Reinbold water for iron, control color, and reduce organics. This treatment train is separate and parallel to the existing membrane filtration train. Following degasification of the membrane permeate, the IX are always accessible, treated water will be blended with it to optimize finished water hardness and alkalinity. highly skilled, and work well Water Treatment Plant (WTP) Magnetic Ion Exchange (MIEX®) Treatment with Others." System No. 2 1 Project manager I Palm Beach County Utilities Department, FL — David Hackworth, Principal Responsible for design of a 16.4-mgd MIEX® treatment system to achieve color reduction Engineer, Florida Keys Aqueduct and dissolved organic carbon removal from the source water, as well as reduce disinfection Authority byproducts (DBPs). CARDLLO // QUALIFICATIONS // DECEMBER 2022 14 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel angelica Gregory, PhD, PE ydroulic Modeling Relevant Project Experience Potable System Surge Analysis I Project engineer I Collier County, FL "I will be happy to be in your speed dial. Being your trusted advisor means that you feel free to call me whenever you need something. I am looking forward to growing the relationship we have built with the County over the years." Collier County experienced large pressure transients and waterhammers at both treatment plants and at various locations within the distribution system. Dr. Gregory provided assistance to the County to analyze pumping, storage, and transfer data and determine the root causes of these pressure transients and to develop and implement a plan of action to rectify the pressure transients including recommending operational protocols for the WTPs and remote pumping and storage stations. The InfoSurge module was used with InfoWater software to perform hydraulic simulations and select optimal solutions. Springtree Reverse Osmosis Water Treatment Plant and Sawgrass Reverse Osmosis Water Treatment Plant I Project engineer I City of Sunrise, FL These projects included the preparation of construction drawings and specifications for a 3-mgd treatment capacity plant, and a 6-mgd capacity plant expansion, respectively. The project design included the conversion of an ASR well to a Floridian aquifer production well, pretreatment, 2-stage reverse osmosis membrane treatment, post -treatment, and chemical systems. Dr. Gregory's duties included water quality projections for membranes selection, process design, and chemical dosification; and the design of the post -treatment processes which included degasification and odor control for both facilities. Sawgrass Water Treatment Plant Improvements Study I Project engineer I City of Sunrise, FL This project consists of the evaluation and alternative analysis to expand the potable water treatment capacity from 18-mgd to 36-mgd, increase the overall facility water recovery, improve potable water quality and provide an analysis of options for new brackish water treatment facilities. Preliminary estimated cost of the main improvements is $35 million. Responsibilities included the creation of conceptual design, alternative analysis, and reports. Water Treatment Plant No. 2 Filter Replacement Conceptual Plan I Project engineer I Palm Beach County Utilities Department, FL Specific responsibilities include recommendations for a 25-mgd dual media filter, such as filter size, layout, media configuration, filtration loading rates, backwash control strategy, and backwash recirculation system. In addition, this project will include a transfer pump station, to convey filtered water to the finished water on site storage tanks. Water Distribution Network Upgrades I Project engineer I City of Fort Lauderdale, FL Performed field data collection and hydraulic modeling of the water supply net -work to find, solve, and prevent problems such as low pressure, erroneous or cross connections, and losses. >> Wastewater and IQ Modeling Assistance I Project manager/engineer I Collier County, FL Continuation of the as -needed services for wastewater and irrigation quality systems modeling assistance. Utilities Comprehensive Master Plan and Rate Study I Project engineer/ assistant project manager I Town of Davie, FL Dr Gregory led efforts to plan for capital, operation, and R&R improvements for the next 25 years at all levels of the utility — from the Town's two water treatment plants and their two wastewater treatment plants, to their water distribution, their wastewater collection system, and their reclaimed water system. All components of the project proved challenging because of the many changes and regulatory limitations that the utility was subject to over the last few years. FIRM Carollo Engineers, Inc. OFFICE LOCATION Broward County, FL YEARS EXPERIENCE 19 Years EDUCATION PhD Civil Engineering, University of Miami, Coral Gables MS Civil and Environmental Engineering, Universidad de Los Andes, Bogota, Colombia BS Civil Engineering, Universidad de Los Andes, Bogota, Colombia ACTIVE REGISTRATION Professional Engineer, FL No. 75583 CARDLLO // QUALIFICATIONS // DECEMBER 2022 15 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel dark Pellish,PE ectrical Engineer Relevant Project Experience North County Regional Water Treatment Plant I Electrical engineer I Collier County, FL Responsible for construction phase services for electrical systems. This included submittal review, responses to contractor requests for information, and site inspections. Scope of services included design of a 12-mgd membrane softening water treatment plant that included construction documents, permitting, wetland delineation, mitigation development, surface water management, dredge and fill, construction permitting, design of plant, odor control facilities, storage tank, pump station, and 13,000 feet of raw and finished water transmission main. Plant was designed for future expansion to 20-mgd, with concentrate disposal through deep well injection. The design provided flexibility for conversion to low-pressure reverse osmosis. David L Tippin WTF (DLTWTF) Master Plan Design Build I Electrical engineer I City of Tampa, FL This project includes the assessment of the needs for the rehabilitation and improvement projects, selection and evaluation of design alternatives and requirements, development of construction sequencing and project phasing needed to maintain plant operations and reduce construction cost, final design, permitting, project management, overhead, profit, and development of a guaranteed maximum price with appropriate surety bonds. The 82- mgd (average daily flow) treatment plant utilizes three parallel coagulation, flocculation, and sedimentation treatment trains. Two trains employ conventional rapid mix, flocculation, and sedimentation processes. The third train utilizes the Actiflo process. Ferric sulfate is used as the coagulant; it is supplemented with a polymer. The primary disinfectant is ozone. Disinfected water is filtered through mixed bed filters before chlorine and ammonia are added for a secondary disinfectant. Services include engineering investigations, site planning, cost estimating, advertising, and administration of subcontracts, startup, preparation of O&M manuals, training, and all related work required for to complete the DLTWTF improvements. RO Water Treatment Plant I Electrical engineer I City of Oldsmar, FL Responsible for the electrical design of a new 4-mgd reverse osmosis water treatment plant and six remote well sites. The design included 2400-amp electrical service, two 750 KW standby diesel genera -tors with automatic transfer switches, 480-volt distribution switchgear, motor control centers, and variable frequency drives for three 200 hp RO feed pumps and three 50 hp booster pumps. The design also included interior and exterior lighting, lightning protection, grounding, and LEED-certification of the combined RO process and administration office building >> Desalination Treatment Facility I Electrical engineer I Sarasota County, FL Responsible for the electrical design of the facility. Scope of services included pilot testing of reverse osmosis (RO) membranes; final design of improvements to the seawater handling system, the RO concentrate degassifier, the high service pumps, the SCADA system, and the RO well equipment; and a retrofit from hollow fiber to spiral wound RO technology. The project also included a RO scale inhibitor/dispersant pretreatment optimization study and the permitting of discharged waste streams as a habitat restoration project for Hog Creek and Sarasota Bay. 2.0-mgd reverse Osmosis Retrofit Expansion I Electrical engineer I City of Marco Island, FL This project consisted of the expansion of the existing 4.0-mgd brackish water reverse osmosis water treatment plant capacity by 2.0-mgd and 6.0-mgd. The expansion was performed in two separate construction contracts, one for each 1.0-mgd expansion. The retrofit included the innovative use of an interstage turbine for energy recovery and increased membrane productivity. FIRM Carollo Engineers, Inc. OFFICE LOCATION Orlando, FL YEARS EXPERIENCE 37 Years EDUCATION BS Electrical Engineering, Lehigh University ACTIVE REGISTRATION Professional Engineer, FL No. 46906 CAROLLO // QUALIFICATIONS // DECEMBER 2022 16 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel Norm Anderson, PE Electrical/Instrumentation & Controls Engineer Relevant Project Experience Central Water Production Facility (WPF) Design I Lead electrical and I&C engineer I Polk County, FL Provided I&C design and construction support services for a 4-mgd WPF that included raw water wells, Ozone treatment, GAC filtration, and sodium hypochlorite disinfection processes. I&C systems included instrumentation, control panels, network and communications infrastructure, control logic, SCADA system components, CCTV systems, and interfaces with intelligent paralleling switchgear. Cherry Hill Water Production Facility (WPF) Design I Lead electrical and I&C engineer I Polk County, FL The project involved a new regional water production facility design including raw water wells, storage, high service pumping, sodium hypochlorite disinfection, and standby generator systems. Electrical design included new utility feed and plant switchgear with power distribution to building and process systems, design of a new standby generator system, and site lighting and grounding systems. I&C design included instrumentation selection, SCADA system design, CCTV design, net -work design, control logic development, and construction support and testing services. SCADA Upgrades Project I Lead electrical and I&C engineer City of Maitland, FL The project involved expanding the City's SCADA system to cover their water treatment plants. Design included development of P&IDs and electrical drawings for the installation of new SCADA Pack based RTUs and cellular communications. North City Pure Water Facility I Network design engineer I City of San Diego, CA The project involved design of a new 40 mgd direct potable reuse facility consisting of ozone, membrane filtration, reverse osmosis, and BAC filtration major processes. The control system was based on an Emerson Ovation DCS having Allen-Bradley remote PLCs and Ethernet instrumentation networks and valve networks. Plant network design included a fiber optic ring backbone for control, security, and building management networks connecting into a City-wide network system. Design also included two control rooms with video walls and video and audio switching systems. Water Treatment Plant SCADA, Security Improvements, and SCADA Graphics Updates I Project manager I City of Deltona, FL The project includes the SCADA upgrades for 14 water treatment plant and well sites and two water reclamation facility sites. Improvements include PLC upgrades and SCADA screen development and deployment. Water and Wastewater Infrastructure SCADA Standards I Project manager I City of Delray Beach, FL Development of system wide SCADA hard -ware and software standards to be utilized in future design and implementation projects. Specifications include initial design criteria and standards for SCADA related cyber security, radio communication systems, and operator control room. SCADA Design and Review WA No. 71 Project manager I Sarasota County, FL This project consists of engineering design and construction submittal reviews for the County's CIP projects having SCADA related components on an as -needed basis, and creation of a condensed ITSU Governance plan. FIRM Carollo Engineers, Inc. OFFICE LOCATION Orlando, FL YEARS EXPERIENCE 20 Years EDUCATION MS Electrical Engineering, Iowa State University MS Physics, University of Florida, BS Electrical Engineering, Iowa State University CERTIFICATIONS ANSI Certified, Global Industrial Cyber Security Professional, Global Information Assurance Certification ISA IC32E — Cyber Security for Automation, Control, & SCADA Systems VTScada Level 2 Advanced Configuration ACTIVE REGISTRATION Professional Engineer, FL No. 71642 CAROLLO // QUALIFICATIONS // DECEMBER 2022 97 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel oe Hanlon, PE '_C Programming/SCADA Engineer Relevant Project Experience South County Regional Water Treatment Plant (SCRWTP) Network Communications Upgrade I Senior instrumentation engineer I Collier County, FL Duties included review of existing network and identification of potential critical network failure items. Assisted owner with development of new equipment bill of material and integration within the plant. South County Regional Water Treatment Plant (SCRWTP) VFD Upgrades I Senior instrumentation engineer I Collier County, FL Duties included migration of several new VFDs from DeviceNet communication to Ethernet Communication. Provided integration and programming services to modify and update existing PLC and SCADA system programs for the new VFDs to operate efficiently and effectively while maintaining plant operation with all other control systems remaining online. Northeast Water Reclamation Facility (NEWRF) Project I Electrical engineer I Collier County, FL The project included the process and mechanical design of headworks, aeration basins designed for the Modified Ludzak Ettinger process, aeration blowers and blower building, deep bed filters and aerated sludge holding tanks, prepared general drawings and typical details, and coordination of geotechnical, architectural, structural, electrical, mechanical, and HVAC engineering efforts. Responsibilities included electrical, I&C, and HVAC engineering efforts. Reverse Osmosis (RO) Plant Expansion at Indian River County I Project manager I Indian River County, FL Responsible for complete design and integration of the plant expansion. The plant increased water production by 100 percent, adding 3 RO Skids, 6 raw water wells, additional chemical feed systems, ground storage, and high service pumping. Duties included migration from Rockwell SCADA system to Wonderware, removal of legacy Allen Bradley PLC 5 processors to Redundant Control Logix PI -Cs, while utilizing the existing PLC 5 family remote Input/Output to curb the cost of the PLC upgrades. Tamiami Wells 3, 4, & 9 PLC Upgrade I Project engineer I Collier County, FL Carollo performed the design, procurement, programming, and construction services to replace the existing PLC and network at the three wells. >> SCADA Programming and Field Services I Project manager I Sarasota County, FL Duties include programming, field services, and networking services supporting all locations and facilities owned and operated by the County. Carlton WTP Phase 2, Programming Supervision Service I Project engineer I Sarasota County, FL Carollo reviewed programmable logic controller (PLC) and supervisory control and data acquisition (SCADA) programming work for conformance with County programming standards. This project included Carollo's attendance at construction meetings, review of construction submittals, attendance at factory and performance testing, and general oversight and support of PLC and SCADA related construction work for Carlton WTP Phase 2. Filter Rehabilitation Project I Project manager, electrical engineer, and PLC programmer I City of Fort Myers, FL Responsibilities included design and integration of a new PLC based control system to an existing plant. The control system consisted of five new transfer pumps and new skid mounted metering pumps for chemical feed system control. The vendor supplied filter system consisted of eight Leopold filter control panels integrated to the plants existing SCADA system. FIRM Carollo Engineers, Inc. OFFICE LOCATION Tampa, FL YEARS EXPERIENCE 33 Years EDUCATION BS Electrical Engineering, University of Massachusetts, Dartmouth ACTIVE REGISTRATION Professional Engineer, FL No. 52648 CAROLLO // QUALIFICATIONS // DECEMBER 2022 is B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\l-Col lier-SCR WTPExpAbil ityPersonneI Rich Warner, PE, DBIA i_ Structural Engineer Relevant Project Experience David L Tippin WTF (DLTWTF) Master Plan Design Build I Structural engineer I City of Tampa, FL This project includes the assessment of the needs for the rehabilitation and improvement projects, selection and evaluation of design alternatives and requirements, development of construction sequencing and project phasing needed to maintain plant operations and reduce construction cost, final design, permitting, project management, overhead, profit, and development of a guaranteed maximum price with appropriate surety bonds. The 82- mgd (average daily flow) treatment plant utilizes three parallel coagulation, flocculation, and sedimentation treatment trains. Two trains employ conventional rapid mix, flocculation, and sedimentation processes. The third train utilizes the Actiflo process. Ferric sulfate is used as the coagulant; it is supplemented with a polymer. The primary disinfectant is ozone. Disinfected water is filtered through mixed bed filters before chlorine and ammonia are added for a secondary disinfectant. Services include engineering investigations, site planning, cost estimating, advertising, and administration of subcontracts, startup, preparation of O&M manuals, training, and all related work required for to complete the DLTWTF improvements. >> WTP Structural Condition Assessment — Reactor Clarifier Tank I Structural engineer I City of Margate, FL This project involves the inspection and evaluation of an existing cast -in -place circular clarifier that has been subject to extensive cracking and leakage. The structure will be assessed through non-destructive and limited -destructive testing to determine the level of corrosion. Repair alternatives will be considered to extend the service life. >> Preston and Hialeah Water Treatment Plant Improvements I Structural engineer I Miami -Dade County, FL This project included an evaluation of process and treatment systems, assessment of the operations, identification of system deficiencies and bottlenecks, evaluation and recommendation of alternative treatment options, and preparation of a feasibility study report. David L Tippin WTF (DLTWTF) Chemical Systems Improvements I Structural engineer I City of Tampa, FL This project included a new sodium hypochlorite pump station and storage tanks, salt and brine storage tank battery, chemical pipe trenches, ammonia metering room, secondary containment vault, and storage tank battery and modifications and improvements to the existing chemical building. Gibson Oaks Water Production Facility I Structural engineer I Polk County, FL This project included modifications to an existing masonry well pump building, a new high service distribution pump station, chemical building, and an operations building. Conway Water Plant Systems Electrical Reliability Project I Structural engineer I Orlando Utilities Commission (OUC), FL This project consisted of structural support for miscellaneous improvements including enclosing electrical equipment in a new metal building structure. Water Treatment Plant Expansion I Structural engineer I City of Bossier City, LA Served as the engineer -of -record for a considerable portion of the structural design on this plant expansion project, which added a new 25-mgd treatment train expanding the existing plant to 45-mgd. Performed analysis, design, and QA/QC review of the new chemical building, chemical trenches, membrane building, chlorine building, meter vaults, post -membrane ozone contactors, post -membrane GAC contactors, and high service pump station. FIRM Carollo Engineers, Inc. OFFICE LOCATION Tampa, FL YEARS EXPERIENCE 25 Years EDUCATION BSCE Civil Engineering, Ohio State University ACTIVE REGISTRATION Professional Engineer, FL No. 79572 CAROLLO // QUALIFICATIONS // DECEMBER 2022 19 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I nddl-Col lier-SCR WTPExpAbil ityPersonnel I Aunir AI-Suleh, PE le/Civil Engineer Relevant Project Experience FIRM Carollo Engineers, Inc. David L Tippin WTF (DLTWTF) Site Wide Electrical Improvements I Civil engineer I OFFICE LOCATION City of Tampa, FL Sarasota, FL This task order includes design of a new TECO House Building and new standby generators YEARS EXPERIENCE with support appurtenances, including a fuel storage and feed area, diesel exhaust fluid (DEF) 22 Years system, electrical room, and site wide duct banks. EDUCATION David L Tippin WTF (DLTWTF) Design -Build Filter Improvements I Civil engineer I BSCE Civil Engineering, Ohio State University City of Tampa, FL ACTIVE REGISTRATION This task order includes design of new filtration system Improvements at the David L. Tippin Professional Engineer, FL No. 67396 Water Treatment Facility for the City of Tampa Renewal of Lower Tamiami Component and Northeast Facilities Allocation I Project manager I Collier County, FL The scope included the renewal of the water use permit for supplemental groundwater wellfields that is used for irrigation and increase the allocation for a new site (Northeast Facilities). Mr. AI- Suleh's responsibilities included analyzing water levels data and study the impact of new wells on the aquifer with overall coordination and management of the project. Mule Pen/Livingston Road Supplemental Water Use Permit Renewal and Water Quality and Withdrawal Reporting I Project manager I Collier County, FL The scope of this project was to renew the water use permit for irrigation quality supplemental groundwater and analyze water level, water quality and withdrawal data. Mr AI-Suleh assisted with this project involving data analysis and condition assessment of the annual and quarterly water use reports and coordinate with South Florida Water Management District (SFWMD). Mr. AI-Suleh's responsibilities included planning, permitting and overall project coordination and management. >> Southwest Reverse Osmosis Water Treatment Motor Control Center Replacement I Project manager I City of Cape Coral, FL Mr AI-Suleh assisted with the replacement of five 800-amp, 480-volt motor control centers that provide power to the water treatment facility. Mr. AI-Suleh's responsibilities included providing general services during construction with overall project coordination and management. Mule Pen Wellfield Improvement Project I Project manager I Collier County, FL Mr AI-Suleh assisted with the installation of a new submersible pumps, motors, and flow meters for six wells that serve as a supplemental water supply for irrigation water distribution system. Mr. AI-Suleh's responsibilities included providing engineering services during construction with overall project coordination and management. Jordan Marsh Water Quality Treatment Park I Project manager I City of Sanibel, FL Mr AI-Suleh participated in preparing the project scope, tasks, schedule, budget and construction cost estimate. He conducted meetings to coordinate with the City of Sanibel, general contractor, subcontractors, Florida Department of Environmental Protection (FDEP) and Army Corp of Engineers (ACOE), in addition to preparing project engineering plans, specifications, drainage calculations and permitting documents. His duties also included coordination of design services among engineers and preparing the bid documents. Mr AI-Suleh also presented the project before the City's Council and the public and con -ducted site visits and site inspections to analyze problems and propose solutions, in addition to providing general engineering services during construction like re -viewing and approving shop drawings and payment applications. CAROLLO // QUALIFICATIONS // DECEMBER 2022 20 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel Sinclair, Alternative Delivery Relevant Project Experience South County Water Campus Owner's Advisor — Phase 1 DCP Procurement Support I Project manager I Hillsborough County, FL Services include procurement support for the Request for Qualifications (RFQ) and Request for Proposals (RFP) phases of the projects. This phase also includes providing ongoing technical support for the program and the SCPWTM and SCAWWTF Modular Expansion projects concluding once the design -build contracts are awarded for each project, respectively. Water Treatment Plant Lime System Refurbishment Construction Engineering and Inspection (CEI) Services I Principal -in -charge I City of Pembroke Pines, FL CEI services for the refurbishment, valve insertion, and Scan monitoring installation at the City's Water Treatment Plant (WTP). Services include construction contract administration and part-time inspection services, conducted by staff experienced in the corresponding discipline. Fiveash Water Treatment Plant Granular Activated Carbon Pilot and Plant Evaluation I Principal -in -charge I City of Fort Lauderdale, FL Project consists of an evaluation of the existing treatment plant to determine best treatment options to meet future potable water demand. Project includes condition assessment of existing facilities, bench -scale treatment studies, alternate facility location study, water supply evaluation, and cost estimating. >> Water Treatment Plant Improvements I Principal -in -charge I City of Pembroke Pines, FL Multiple projects to provide replacement of existing facilities and improvement to the operations of the existing treatment systems. Project includes planning, design and construction phase services to existing lime softening and nanofiltration process units. Miscellaneous engineering services for the Miami -Dade Water and Sewer Department in Support of Upgrades to the Alexander Orr Water Treatment Plant I Principal -in -charge I Miami -Dade Water and Sewer Department, FL Responsible for making sure the team provided the appropriate technical resources to ensure delivery of quality service and products on time and within budget. Consulting Services to Support the Capital Improvement Program I Project manager I City of Delray Beach, FL Develop a standard operating procedure document that defines the project management process for execution of the City's capital improvement program. Assisted the City in developing and implementing recommendations for improving executions of the CIR Owner's Representation Services for the US Army Corp of Engineers I Project manager I US Army Corp of Engineers, Jacksonville, FL Provided support of the Comprehensive Everglades Restoration Plan for the Jacksonville District, Florida. Worked closely with the project managers and technical team members developing scope of services for each project as well as project schedule and estimated cost. Program, and project management support for restoration of hurricane protection system for southern Louisiana. FIRM Carollo Engineers, Inc. OFFICE LOCATION Sarasota, FL YEARS EXPERIENCE 31 Years EDUCATION BSCE Civil Engineering, Ohio State University ACTIVE REGISTRATION Professional Engineer, FL No. 55293 CAROLLO // QUALIFICATIONS // DECEMBER 2022 29 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel terry Torres, DBIA �hedule Control/Resident Project Representative Relevant Project Experience Lake Manatee Water Treatment Plant Filter Upgrade I Resident Project Representative I Manatee County, FL Project includes preliminary design, design, and construction phase services for the Lake Manatee Water Treatment Plant. The existing water treatment plant includes a conventional surface water treatment train comprising coagulation, flocculation, sedimentation, and filtration. The existing multimedia filters are approaching the end of their useful life and will be retrofitted with a membrane ultrafiltration system. Responsibilities include resident project representative inspection and startup assistance. Phase 2 Southeast Water Purification Facility and Pipeline I Constructability reviewer I Polk Regional Water Cooperative, Polk County, FL This project includes the final design and construction services of the Southeast Wellfield Test Production Well 3. David L. Tippin Water Treatment Plant Chemical System Improvements Project Package 1 and 2 — Engineering Services During Construction I Construction manager I City of Tampa, FL Provided engineering services during construction for DLTWTF Chemical Systems Package 1 and Package 2 construction. >> Richland Creek Water Supply Program I Preconstruction/estimating manager I Dallas, GA This $86.71M CMAR project incorporated a new 18-mgd water treatment plant, raw water intake and pump station on the Etowah River, reservoir intake and pump station and a 6.3-MG clearwell for finished water storage. The treatment process included rapid mixing and flocculation, dis- solved air flotation, sand filtration and granular activated carbon filters. All the facilities were provisioned for a future expansion to 36-mgd and are expected to meet the County's water supply needs through 2060. >> Water Supply Program I Preconstruction manager/chief estimator I City of Atlanta Department of Watershed Management, GA This $318M CMAR project included converting an existing rock quarry to a 2.4-billion-gallon- per-day water facility while digging and boring and installing a 5-mile, 10-foot-dia meter tunnel to connect the quarry facility to the Hemphill Water Treatment Plant and Chattahoochee Water Treatment Plant. The project also includes a new 180-mgd pump station at the Hemphill Water Treatment Plant and a new 253-mgd pump station at the quarry. This project will provide Atlanta with a reliable supply of drinking water for the next 100 years and increase the emergency raw water reserve from three days to more than 30 days. Loudoun Water Treatment Plant I Estimator I City of Leesburg, VA This $131.5M design -bid -build project included a 400-foot-long tunnel with two 50-foot drop shafts; preozone contactor facility and operations building housing flocculation basins, sediment basins, settled water ozone contactor, filters and a UV system; residuals handling facilities including backwash, equalization, clarification, sludge thickening and clearwells; and a finished water pump station. Abingdon Water Treatment Plant Expansion I Chief field engineer I Abingdon, MD This $62.8M design -bid -build complex expansion project provides the potable water supply to the area for the next 20 years and was completed in three phases to maintain existing plant operations. This project included construction of a 115-inch-diameter tunnel beneath Route 1-95, process piping, new treatment trains, chemical feed systems, electrical and control systems. Also included the rehabilitation of the existing filters, filter gallery and associated controls package. FIRM Carollo Engineers, Inc. OFFICE LOCATION Tampa, FL YEARS EXPERIENCE 22 Years EDUCATION AS Civil Engineering, University of Puerto Rico CERTIFICATION Designated Design -Build Professional (DBIA) CAROLLO // QUALIFICATIONS // DECEMBER 2022 22 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonneI pared Brown, PE, LEED AP le Permitting Relevant Project Experience FIRM Johnson Engineering >> Woodcrest Drive Utility Extension; Collier County Board of County Commissioners OFFICE LOCATION I Project manager I Naples, FL Fort Myers, FL Project manager for the extension of 2.5± miles of water and wastewater mains to serve YEARS EXPERIENCE multiple developments. Project included Environmental Resource Permitting through FDEP, US 23 Years Army Corps of Engineers Nationwide permitting, Gopher Tortoise Relocation, and Bald Eagle monitoring. EDUCATION BSCE Civil Engineering, University of Florida CCPS Bus Facility Expansion; Collier County Public Schools I Project engineer I ACTIVE REGISTRATION Immokalee, FL Professional Engineer, FL No. 60024 Project engineer for two separate expansions of the school bus parking and maintenance facility. LEED Accredited Professional Addressed SFWMD permitting, wetland impacts, and the integration of new wash and fueling improvements into the existing site plan. Indian Hill Estates; Calusa Pines Golf Club I Project engineer I Naples, FL Project engineer for design and permitting of a 380 unit subdivision of the 525 acre Calusa Pines Golf Club within the Rural Fringe Mixed Use District utilizing TDRs to increase residential density. >> Naples Botanical Garden I Project engineer I Naples, FL Project Engineer for the development of the 171-acre Naples Botanical Garden. Providing surface water management design/retrofit, utility planning services and Collier County, South Florida Water Management District and Florida Department of Environmental Protection permitting. First Street Zocalo; Collier County CRA I Project engineer I Immokalee, FL Project engineer for the development of public park/performance space in down town Immokalee. Southeast Immokalee Revitalization I Project engineer I Immokalee, FL Prepared subdivision construction plans, utility design, roadway design, and water management design for a single family/commercial/dormitory facility for the Collier County Housing Authority.. >> Golden Gate Estates Hammerheads; Collier County Board of County Commissioners I Project engineer I Naples, FL Project engineer for the Solid & Hazardous Waste Management Department's ongoing project to design and construct turnarounds for trash and recycle collection vehicles. Faith Landing; Habitat for Humanity of Collier County, Inc. I Project manager I Immokalee, FL Project manager for a 35-acre,166-unit subdivision. Provided construction administration and project close-out services. Regent Park Sanitary Sewer Replacement; Collier County Government I Project manager I Naples, FL Project manager responsible for design and construction drawings for replacement of 1,200+/- linear feet of sanitary sewer. Goodlette-Frank Road Utility Relocation; Collier County Board of County Commissioners I Project engineer I Naples, FL Project engineer for the utilities design of 2.9 miles of 24-inch potable water, six-inch and 20-inch reclaimed water, and 16-inch and 24-inch force mains. Relocation necessary due to roadway expansion and numerous utility and drainage conflicts. CAROLLO // QUALIFICATIONS // DECEMBER 2022 23 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel Guy Adams, psM Surveying/SUE Relevant Project Experience Topographic Surveys I Surveyor Guy is responsible for obtaining and mapping topographic data for design purposes. Some of his clients have been Collier County, Lee County, Florida Department of Transportation, Florida Department of Environmental Protection, South Florida Water Management District, City of Naples, City of Bonita Springs, Naples Airport Authority, Collier County Public Schools, Lee County Public Schools and many private landowners, architects, engineers, and developers. Construction Layout Surveys I Surveyor Guy has been responsible for the completion of many successful construction projects. Some examples include roads, bridges, drainage projects, shopping centers, office buildings, banks, underground utilities, high rise condominiums, county parks, subdivisions, golf courses and clubhouses. ALTA/NSPS Surveys I Surveyor As a professional surveyor and mapper, Guy has attained a reputation as an expert in this field and has worked with many attorneys and title companies performing American Land Title Surveys that are critical to closing loans on commercial properties. Subdivision Platting I Surveyor Guy is responsible for subdividing large tracts of land into smaller lots creating boundaries, including streets, easements, and rights -of -way. Working with land planners, architects, engineers, County and City governments to ensure the creation of the new plat meets state and local requirements. Right -of -Way and Easement Mapping I Surveyor Right-of-way maps and easements are prepared when real property rights are to be acquired i.e., fee, permanent or temporary easements. Guy worked closely with Collier County Stormwater Management staff on the Lely Area Stormwater Improvement project (LASIP) and transportation services for the White Boulevard Bridge Replacement project. Condominium Surveys I Surveyor Guy is responsible for preparing preliminary and final condominium exhibits on high rise condominiums. Some examples of Guy's experience include: 12 buildings in Park Shore, eight buildings in Bay Colony, 4 buildings in Tarpon Cove, three buildings in Pelican Bay, two buildings in the Strada at Mercato (Naples),11 buildings in Bay Beach (Ft. Myers Beach), two buildings in Bonita Bay (Bonita Springs), One Watermark Place (West Palm Beach). >> Hydrographic Surveys I Surveyor Guy's experience includes Clam Pass, Wiggins Pass, Clam Bay, Park Shore Beach, Hideaway Beach, Tiger Tail Beach, Collier County Beach Re -nourishment from Vanderbilt Beach to Marco Island, DEP R-Monuments from Bonita Beach to Marco Island, Everglades City and Bay Beach on Estero Island. FIRM Johnson Engineering OFFICE LOCATION Fort Myers, FL YEARS EXPERIENCE 43 Years EDUCATION AS Surveying & Mapping, SUNY at Sullivan County College ACTIVE REGISTRATION Professional Surveyor & Mapper, FL No. LS 4390 CAROLLO // QUALIFICATIONS // DECEMBER 2022 24 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel .aura Herrero wironmental Services Relevant Project Experience Collier County I Environmental Services Wetland delineations, wetland functional assessments, mitigation proposals, listed species surveys, and State and federal permitting for Phases II and III of Livingston Road Corridor and expansion of Goodlette-Frank Road; gopher tortoise relocation during construction and mitigation monitoring for Freedom Park; State and federal permitting and associated eagle monitoring during the construction of the Woodcrest/Massey Lane Water and Force Main extensions; and preparation of the Eagle Lakes Park Long -Term Management Plan. Babcock Ranch Community I Environmental Services Conducted wetland delineations and functional assessments of both wetland impacts and mitigation areas on approximately 17,800 acres; freshwater biomonitoring utilizing fish and macroinvertebrates; wildlife surveys; Environmental Resource Permitting; preparation of the mitigation plan which includes 6,800 acres of on site mitigation and 5,900 acres of mitigation on the State owned portion of the Babcock Ranch Preserve; preliminary design and planting plans of the wetland creation areas; construction level permitting for areas of current development and ongoing mitigation compliance monitoring and maintenance of mitigation ledgers for wetland, wood stork, and panther credits. Updated caracara surveys conducted across the property in 2018-19 and FBB roost surveys conducted prior to each new phase of construction. SFWMD Crested Caracara Monitoring I Lead Field Ecologist Served as lead field ecologist working on the Kissimmee River Post -Restoration Monitoring of the Crested Caracara along the Kissimmee River Restoration Corridor, permitted by FWS under Dr. Morrison's permit, to capture and fit sub -adult caracaras with a radio transmitter (2000- 2003); C-43 West Storage Reservoir caracara nest location surveys and productivity monitoring, assistance with trapping and banding and post -tagging monitoring (2015 — current); C-139 Annex Restoration nest location surveys and productivity monitoring (Phase 1 and portions of Phase 2, January 2018-current nesting seasons. Lee County Public Works I Environmental Services Permitted and oversaw construction and monitoring of the Section 33 Regional Mitigation Site; designed and permitted the Wild Turkey Strand Site 90 Mitigation Area; both of these projects included coordination with U.S. Fish and Wildlife Service for determination of available panther and wood stork mitigation. Joel Boulevard Park, Lee County I Environmental Services Johnson Engineering laid the ground work with a wetland determination, complete survey and site analysis services necessary before beginning the park concept plan. The Park Concept plan has been designed to include the elements the County envisioned for this passive park which include: a signed entry, parking lot facility and parking for school buses, picnic areas, tot lot and playground, a restroom, an outdoor environmental classroom, acres of agricultural operations for both uplands and marsh crops, acres of created wet marsh for wildlife habitat and environmental education, an area of existing Gopher Tortoise preserve, and miles of accessible trail throughout all areas of the park. >> District School Board of Collier County I Environmental Services Conducted wetland delineations, wetland functional assessments, mitigation proposals, listed species surveys, and State and federal permitting for Middle School EE and the expansion of bus facilities at the Immokalee Tradeport site; determined the environmental constraints for the feasibility studies and consistency reviews for the proposed School EEE in Golden Gate Estates and proposed bus facilities at the S.R. 29 site and Section 25 site near Immokalee; and conducted and prepared the Collier County EIS and attended public information meetings to support the Conditional Use application for the proposed DeSoto Satellite Transportation Facility. FIRM Johnson Engineering OFFICE LOCATION Fort Myers, FL YEARS EXPERIENCE 28 Years EDUCATION BS Ecology, University of Illinois Master's Work in Env. Sciences, University of Alaska Anchorage CERTIFICATIONS Certified Ecologist, ESA FAA Qualified Wildlife Biologist Authorized Gopher Tortoise Agent with the FWC (GTA-13-00022) CAROLLO // QUALIFICATIONS // DECEMBER 2022 25 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col tier -SCR WTPExpAbil ityPersonnel Richard Lundberg, PE Geotechnical Services Professional Profile Mr. Richard Lundberg spent the early part of his professional career working for a large geotechnical and environment firm in New England completing geotechnical services on numerous commercial and residential buildings in Connecticut and New York. Several of these projects include forensic evaluations of historical building foundations, while other projects dealt with evaluation of existing pile foundations for wharf and pier upgrades. Additional projects included inspecting and testing of mass earthwork projects. Mr. Lundberg's years in Central Florida involved geotechnical design of foundations for dozens of FDOT bridge and roadway projects in Central Florida. Other projects consisted of evaluating sites for sinkhole activity and completing forensic evaluations when structures or properties submitted sinkhole damage claims. Since arriving in Southwest Florida in 1991, Mr. Lundberg has been personally involved in hundreds of projects that have shaped the landscape of the area. His experience in geotechnical, forensic, and material testing has been used for projects that include various airports, county/state roadways and bridges, housing developments, commercial high-rises, luxury homes, and recreational facilities. Some non -typical projects included soil sampling in the back bay and mangrove swamps, under water inspections of bridges and private docks/bulkheads. Practice Areas • Geotechnical engineering (roadways, bridges, residential and commercial developments, luxury homes, high-rise/mid-rise/low-rise condominiums). ■ Forensic evaluations (water intrusion, settlement, material defects). Relevant Project Experience Marco Island Marriott I Geotechnical I Marco Island, FL Geotechnical and CoMET services for 12-story beach front third tower. Over 1,500 ACIP piles were designed, load tested, and monitored. COMET services included testing concrete/grout, stucco, floor flatness, and fireproofing. Picayune Strand Improvements I Geotechnical I Naples, FL Geotechnical services for design build project including precast concrete piles for catwalk and three box culverts beneath US 41 and SR 92. Ritz Carlton Tower Addition I Geotechnical I Naples, FL Geotechnical services for a 16-story beach front addition. ACIP, pin, and helical piles were designed, and load tested for compressive, tension and lateral capacities. FIRM SOCOTEC OFFICE LOCATION Naples, FL YEARS EXPERIENCE 37 Years EDUCATION BS Civil Engineering - Geotechnical Concentration, University of Massachusetts Amherst ACTIVE REGISTRATION Professional Engineer, FL No. 42644 0 r r C) 0 c z CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I nddl-Col lier-SCR WTPExpAbil ityPersonnel 26 ,% ' Kirk Martin, PG Consumptive Use Permitting Relevant Project Experience Wellfield Vulnerability Evaluation I Project director I Collier County, FL Mr. Martin directed the team during the Collier County Wellfield Vulnerability Evaluation for Collier County. The purpose of the evaluation was to assess whether an existing MIKE SHE/ MIKE 11 watershed model developed for Collier County could be used effectively for making improvements to the County's wellfield protection program. The concept was developed jointly by Mr. Martin and Collier County staff as a means to incorporate surface water influences to the wellfield vulnerability process in a cost effective manner using existing available analytic tools. The evaluation indicated that the MIKE SHE/MIKE 11 provided groundwater vulnerability zone delineations consistent with the County's previous wellfield protection models and would provide a substantial improvement to resolution and accurate predictions of groundwater conditions by incorporating surface water features. Wellfield Reliability Improvements and Expansion Program I Technical director I Collier County, FL Mr. Martin serves as the lead technical resource for Collier County's Wellfield Reliability Improvements and Expansion program, which provides management and direction of multiple engineers, scientists, and contractors in the planning, evaluation, design, permitting, construction, and operations of the County's water supply facilities. Mr. Martin provides technical assistance in strategic visioning and streamlining of water supply development with modifications to land development codes, standardized design, land acquisition, tactical permitting, and links to comprehensive plans and capital improvement programs. >> Deep Injection Well Design and Permitting for the SWROWTP I Project director I Cape Coral, FL Mr Martin provided technical direction and hydrogeologic services for the design and permitting of a Class I injection well at the City's Southwest Reverse Osmosis Water Treatment Plant and Water Reclamation Facility. The evaluation included determination of optimum casing selection and construction completion to provide for a full disposal capacity for the SWROWTP and the SWWRF with a cost savings to the City of approximately $2 million over a conventional design approach. The project approach also included meeting critical milestones to comply with a FDEP Consent Order. Integrated Water Supply Plan I Technical director I Lee County, FL Mr. Martin provided the key technical direction for a county wide integrated water supply plan, which included evaluation of all ground, surface, and reclaimed water supplies, as well as opportunities for storage of seasonally or temporally available sources using aquifer and recovery technology and surface water reservoirs where appropriate. Key recommendations were provided for numerous water supply development options depending upon area specific demands, resources, constraints, and permitting challenges. Irrigation Aquifer Storage and Recovery System Permitting I Project director I Cape Coral, FL Mr. Martin provided technical oversight and direction for the permitting of five ASR wells for seasonal storage of irrigation quality water to support the city's reuse and stormwater harvesting program to irrigation demands throughout the City. Reclaimed Water ASR Testing, Design, and Permitting I Technical director I Hillsborough County, FL Mr. Martin provided hydrogeologic direction for the reclaimed water test program that resulted in recommendation of the storage and recovery components due to unfavorable hydrogeologic characteristics but continued use of the system for aquifer recharge and provision of a groundwater salinity barrier. FIRM Water Science Associates OFFICE LOCATION Fort Myers, FL YEARS EXPERIENCE 35 Years EDUCATION BS Geology, Florida Atlantic University Graduate Geophysics, Wright State University CERTIFICATIONS Certified Professional Geologist Certified Groundwater Professional ACTIVE REGISTRATION Professional Geologist, FL No. PG79 CAROLLO // QUALIFICATIONS // DECEMBER 2022 27 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\1-Col lier-SCR WTPExpAbil ityPersonnel I M-r %�,W- WY plail -IALAC R• T Carollo enthusiastically supports the County's commitment to minority -owned businesses, including women -owned and small business firms. Carollo is not a Florida -certified MBE firm, but we understand the importance of diversity and minority development within our community. Firm -wide, our total MBE revenue participation in our projects range between 25 and 30 percent. CERTIFIED MINORITY BUSINESS ENTERPRISE PARTNERSHIPS Carollo Engineers, Inc. is not a Florida -certified MBE firm, but we understand the critical importance of diversity and minority development. Carollo has a rich history of utilizing minority- and women -owned businesses to complete engineering projects in Florida and nationally. Associations between Carollo and MBE firms are formed so meaningful involvement is provided to each team member in their respective area of expertise. Each association is carefully planned to provide opportunities for mentoring, technical training, and professional development, while maintaining the necessary expertise required by the project. Carollo's local Sarasota office has formed strategic associations with a wide range of MBE firms and has documented revenue sharing to these firms of at least 25 percent. CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\2-Col I ier-SCRWTPExpM BE 2s EVALUATION CRITERIA NO.3 // Past Performance WATER IS ALL WE DO! Carollo's singular focus allows us to attract the best and brightest with a passion for water and wastewater — giving you a team of top experts with the skills, knowledge, and experience to deliver even the most complex projects. Our team brings a broad history and lessons learned from numerous similar projects. IN�a Our expertise will help to conceptualize a vision for your water treatment plant expansion. We will partner with you to make your vision a reality. Your key drivers are reflected in our project experience and approach. PROJECT EXPERIENCE TO HELP YOU DELIVER CLEAN AND RELIABLE WATER Expert Navigation Based on an Extensive History in Similar Completed and Ongoing Projects Our qualifications span your needs, backed by our national and local lessons learned, we will work with you to navigate your best delivery process options, protect your interests, and provide a defensible plan that fits within the County's ultimate goal —to provide a clean, reliable water supply. The following pages present ten relevant projects. We selected projects completed in the state of Florida, as well as projects relevant in scope to demonstrate our experience in the various aspects of your project. These projects were all delivered by key team members we are proposing for your project, making sure your work will benefit from past "lessons learned". Finally, we welcome calls to our references to directly hear their thoughts on the benefits of choosing Carollo for your project. ®Chlorine Gas Elimination ®Chloramine Conversion Improved Water Quality ®Collaborative Delivery O Aging Infrastructure ® Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset 0 Management Current and Future Demands ® Consumptive Use Permitting CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance 29 Water Treatment Experience Our water treatment experience includes water treatment plants ranging in size from 1 to 600 mgd. We are a proven leader in applying innovative technologies to achieve the production of high -quality finished water at a reasonable cost. Examples of our achievement include pioneering the integration of membrane filtration for lime softening; using reverse osmosis (RO) membranes for the treatment of deep -well supplies for brackish water; using electrodialysis reversal (EDR) for perchlorate treatment; being a national leader in the design of ultraviolet (UV) disinfection facilities; designing numerous ozone facilities (two of which are amongst the largest in the world); designing the world's largest high rate magnetic ion exchange (MIEX°) treatment system (at Palm Beach County); and being an active leader in many Water Research Foundation (WRF) research projects. We take pride in our proven track record of applying innovative solutions that are both practical and reliable. Water treatment technologies designed by Carollo span the entire range from tried and true conventional to advanced treatment technologies to address the unique challenges of our clients. This includes simpler (and cost-effective) aeration for stripping of THMs, all types of membrane treatment (RO, nanofiltration [NF], microfiltration [MF], ultrafiltration [UF]), ion exchange [IX], advanced disinfection/oxidation (ozone, UV, peroxide, and chlorine dioxide), and biologically active filtration for taste and odor (T&O) reduction, perchlorate reduction, and total organic carbon (TOC) reduction. The project experience on the graphic to the right and project descriptions on the following pages demonstrates Carollo's broad experience in all key project elements. Most importantly, our dedicated team members participated in these projects and bring that experience directly to the County. Carollo's Representative Experience — Florida Water Projects City of St. Petersburg - Continuing Engineering Services City of Tampa David L. Tippin Water Master Plan Tampa Bay Water Well Permitting Chemical Feed System Design Standby Power Generation Project Lithia WTP Owner's Engineer -� Pinellas County a ~ Continuing Engineering Services _ 1 WATER OUR FOCUS OUR BUSINESS OUR PASSION Manatee County Utility Architectural/Engineering Services North County RO WTP BDR Peer Review Oneco Terrace Waterline Replacement PIC Town Waterline Replacement Bayshore on the Lakes Waterline Replacement Manatee WTP Membrane Filtration BDR Peer Review i Peace River Manasota Regional Water Supply Authority Integrated Loop Feasibility Study Integrated Loop Phase I Design Phase 3A Pump Station dl�a Orange County AwwaRF Project 2639, Public Perception of Tap Water Chlorinous Flavor Program Management for Water Services Demonstration of 4-log Virus Treatment at Water Supply Facilities I Sarasota County Continuing Utility Engineering Services Central County WRF Expansion (Phase II & III) Integrated Water Resources Planning Continuing Services " Utilities Design Continuing Services - Water Supply Master Plan Updates Venice Gardens RO WTP Expansion City of North Port Carlton WTP Master Plan Dona Bay/Cow Pen Slough Treatability Engineering Library Analysis Intake Pump Station Water Demand Projection Tool Design Siesta Key Water System Evaluation Myakkahatchee Creek WTP Improvements United Water Florida Water Treatment Master Plan for United Water Florida's St. John's Forest Service Area 1 City of Palm Coast - WTP Expansion (from 3 to 6 mgd, ultimate of 9 mgd) City of Daytona Beach - Continuing Professional Engineering Services for Potable Water and Wastewater Plant Facility Design Indian River County Water Quality and Corrosion Control Study Domestic Water Quality Complaint Support Continuing Services SFWMD C43 Reservoir Design & CMS Stormwater ASR Reactivation Design 10-mgd Well RO Concentrate Recovery Study & Demonstration Pilot Everglades Restoration Palm Beach County Water Utilities Efficiency Studies to Reduce Operation Costs in Collection and Distribution Systems Optimization/Emergency Operations Studies for both Membrane WTPs gONARD Broward County - General Engineering Services Copper Corrosion Study Design of Magnetic Ion Exchange System for Organics Removal System -Wide Water Conservation Study Blending Evaluation City of Pompano Beach Prr3 ana -Energy Master Plan �i72dCh Owner's Representative for Energy Optimization Upgrades Oversight City of Sunrise �Sr'i Springtree WTP Improvements Sawgrass WTP Expansion Study and Design City of Plantation _ Continuing Engineering Services Pumps Speed Controller (VFD) Upgrade Miami -Dade County Lee County - Blending Evaluation Pinewood RO WTP Preston -Hialeah GWUDI Upgrades, New 165-mgd Design -Build Expansion Nanofiltration Facilities North Lee County RO City of Punta Gorda WTP Expansion Shell Creek WTP Rerating and e, Design Water Supply Master Plan Collier County USACE, CERP Water Master Plan - North County RO WTP SCADA Process design for Okeechobee Upgrade 1,500-mgd ASR Program Marco Island SCADA/I&C Fixed Term Contract Barron Collier 1 - Florida Water New Northeast WRF and WTP Design Company Services Marco Utility Engineering Fixed -Term Shores WTP North County RO High TDS - Ave Maria Water and Upgrades Treatability Study Wastewater Master Plan �camil0 Engineers... Working Wonders With Water® CAROLLO // QUALIFICATIONS // DECEMBER 2022 gQ B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRVVTPExpPastPerformance rA. . �,• ' i � - ��-'`may Springtree Water Treatment Plant (Lime Silo and Solids Contact Clarifiers; Water Stabilization and Solids Handling) Carollo provided design and construction -phase services to the City of Sunrise for implementation of rehabilitation improvements to existing facilities at the 25.5-mgd Springtree WTP. The primary project goals were to maintain current operations, improve treatment reliability, improve water quality, and maintain safety. Improvements included: ■ Solids contact clarifiers rehabilitation • South lime silo replacement ■ Aeration addition ■ East filters demolition and pump station replacement • Water stabilization chemical feed system addition ■ Sodium hypochlorite dilution system ■ Thickener supernatant piping modifications • Sludge dewatering equipment upgrades ■ Miscellaneous concrete repairs Two separate bid packages were prepared to expedite the construction of the most vital improvements. Lime and Aeration Systems Construction for the first bid package in 2015 had a bid price of approximately $3.4 million and included the rehabilitation to the solids contact clarifiers, replacement of a lime silo and addition of an aeration system. After completion, the City recognized cost savings from reduced lime feed and lower residual production as a result of the added aeration in the existing solids contact clarifiers. REFERENCE City of Sunrise Luisa Fernanda Arbelaez, PE, PMP 777 Sawgrass Corporate Parkway Sunrise, FL 33325 954-888-6009 larbelaez@sunrisefl.gov PROJECT DATES 2015 - 3/2018 TEAM INVOLVEMENT Lyle Munce, Project Manager Chris Reinbold, Design Manager Vinnie Hart, Process Engineer Mike Boaz, Designer CHANGE ORDER HISTORY (Owner Initiated Change Order) $24,752 CAROLLO // QUALIFICATIONS // DECEMBER 2022 31 B. Pursuits\CllcrtK(SAR)ACollici SCRWTPEx[) Prop1122\Indd\3 Col in SCRV,TP_xpPaslP, ifrrui .:c Finished Water Stabilization Construction for the second bid package began in 2016 with a bid price of approximately $4.28 million. It included addition of carbon dioxide to improve water stabilization. After completion, the City achieved water quality improvements in their distribution system as a result of the lower finished water pH to a level that is optimum for chloramine formation. Sludge Dewatering Another key component of the second bid package was the upgrade of the existing rotary drum vacuum belt filters to improve the sludge dewatering operation. Vacuum filters were considered as a viable candidate to replace the existing units, but we also considered other types of mechanical sludge dewatering alternatives including belt filter presses and plate and frame filter presses. For each alternative, consideration was given to: • Costs of each alternative: both capital and annual O&M costs. ■ Operating parameters for each alternative based on the established residuals production estimates. • Overall handling process and solids accumulated from filter backwashes Each alternative required different space requirements to allow operations and maintenance. A key cost parameter considered whether available space in the existing solids handling building could be used, if modification to the existing building was necessary, or if a new structure was required. Capital as well as annual O&M costs were developed for three alternatives and captured in a net present value figure. The conclusion was that replacement of the existing rotary drum vacuum filters with new vacuum filters was the most cost effective and best all-around choice. To minimize costs, the existing building was elected to be reused. The new vacuum filters are now operational and effectively dewatering the sludge. Carollo performed the design by following established quality management procedures and brought the most experienced engineers to the team. During construction, parallel construction oversight teams were created to review submittals, administer construction, and provide process expertise to effectively complete the projects. �aHow This Experience Prepared Us for the SCRWTP Improvements Project Similar to the SCRWTP Improvements project, this project included work on similar treatment including a lime softening process, water stabilization, and residuals dewatering process. The work was executed in multiple packages to expedite the most vital improvements. Additionally, Carollo evaluated multiple improvement options and worked with the owner to select the options that best met the project objectives, while balancing capital and O&M costs. ®Improved Water Quality Aging Infrastructure ®Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset 0 Management Current and Future Demands CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:APursuits\CllcntK(SAR)ACollici SCRWTPEx[) Prop1122\Indd\3 I rr SCR..TP ,[, I JP, i I, r a 32 ■ r FIE% ��_�-= - •ram--�—� f .. Progressive Design Build for the Ion Exchange System at the East Water Treatment Plant The City of Boynton Beach owns and operates two water treatment plants, the East WTP (EWTP) and the West WTP (WWTP). The City's East WTP uses the Biscayne aquifer, a highly colored, local surficial aquifer as a raw water source for its lime softening WTP. To remove color, the magnetic ion exchange (MIEX) process was implemented, applying an innovative use of bypass flows to increase the WTP plant rating by an additional 20 percent without the cost of additional softening basins. A primary driver for the City is directly related to the groundwater withdrawal permit. The City formulated an innovative plan to utilize raw water from the Western Wellfield and treat it with the magnetic ion exchange (MIEX) process. The project team designed and constructed a 16-mgd MIEX treatment process to pretreat water from multiple wells prior to the lime softening process. Using this approach, the project brings together a new organics removal MIEX system for Western Wellfield water with the use of excess treatment capacity for hardness removal and filtration at the EWTP. Permitting, equipment procurement, and instrumentation and control programming were all critical to the schedule. ■ Design: The project team developed a cost-effective solution to increase capacity at the existing water treatment facility with minimal disruption. Treatment processes to be upgraded in the project included ion exchange, softening, filtration and storage/high service pumping. ■ Process Selection: Various treatment technologies and strategies were evaluated. Carollo assisted the City in determining the best technology to meet their needs. ■ Permitting: Based on water use permitting requirements, the City needed to have the facilities operational as soon as possible to provide the needed additional water treatment production. Permits were procured by the design - build team in stages to correspond to the construction schedule. 1 REFERENCE City of Boynton Beach Christopher Roschek, PE 124 E. Woolbright Road Boynton Beach, FL 33435 561-742-6413 roschekc@bbfl.us PROJECT DATES 2014 - 2017 TEAM INVOLVEMENT Vinnie Hart, Technical Advisor CHANGE ORDER HISTORY None 0 0 M n 0 C z CAROLLO // QUALIFICATIONS // DECEMBER 2022 33 B:APursuits\CllcntK(SAR)ACollici SCRWTPEx[) Prop1122\Indd\3 Col in SCRV,TP_xpPaslP, ifrrui .:c ■ Construction: The new treatment process was sited at the existing plant requiring relocation of electrical utilities and the repurposing of existing buildings. ■ Operations: Construction required six individual plant tie-ins and shut downs that could not interfere with plant operations. This was completed through detailed planning and coordination with the plant's operation staff. �aHow This Experience Prepared Us for the SCRWTP Improvements Project Like Collier County, the City of Boynton Beach was looking to increase capacity of an existing lime softening plant. By applying an innovative use of bypass flows, Carollo increased the WTP plant rating by an additional 20 percent without the cost of additional softening basins. This project was completed successfully using a collaborative delivery method similar to the CMAR approach the County is considering for the SCRWTP improvements project. w;`", .1y 2 ®Collaborative Delivery ®Improved Water Quality Aging ` Infrastructure ®Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset 0 Management Current and Future Demands ®Consumptive Use Permitting CAROLLO // QUALIFICATIONS // DECEMBER 2022 34 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance David L. Tippin Water Treatment Plant Comprehensive Master Plan and Design Build Carollo was selected to complete a comprehensive 15-year master plan of the City of Tampa's David L. Tippin Water Treatment Facility (DLTWTF). The master plan included a comprehensive condition assessment, including evaluation of all treatment processes; thorough inspections by electrical, mechanical, and structural engineers; and a recommended capital improvement plan to replace aging equipment and expand the facility to meet future capacity requirements. Carollo was subsequently also selected to design the improvements recommended in this plan, including piloting and design of innovative technologies for TOC reduction to less than 2 mg/L and reducing the chloramine residual going into the distribution system. Carollo served as the lead design engineer for the upgrades to the DLTWTF. The DLTWTF produces an average of 80 mgd and a peak flow of 120 mgd to a service area of 620,000 with 135,000 service locations. As the primary source of drinking water, plant improvements were designed to eliminate shutdowns. The effort included mitigating clearwell hydraulic challenges and dead zones and an aging high -service pump station. Planned outages mitigated multiple filling and disinfections without major impact to existing plant operations. Baffles were added to eliminate dead zones as well as sampling stations. The new high -service pump station allowed for drainage of the existing clearwells via seven duty pumps plus a standby vertical turbine pump with a common wet well that includes open -top pump cans. This provided a 167-mgd capacity, eliminated turbulence, prevented formation of cavitation and vortices, and reduced wet well depths. To meet the TOC goal and expand the plant capacity, a fully optimized treatment train was pilot tested by Carollo. The pilot evaluated an alternative ion exchange treatment technology called Suspended Ion Exchange (SIX). REFERENCE City of Tampa Rory Jones 306 East Jackson Street, 6E Tampa, FL 33602 813-231-5291 rory.jonesr@ta In pagov. net PROJECT DATES 2018-2028 TEAM INVOLVEMENT Vinnie Hart, Technical Advisor CHANGE ORDER HISTORY 0 None 0 r m 0 0 C z CAROLLO // QUALIFICATIONS // DECEMBER 2022 35 B:APursuits\CllcntK(SAR)ACollici SCRWTPEx[) Prop1122\Indd\3 Col in SCRV,TP=xpPaslP, i Icrai To understand downstream implications, the pilot also included the major treatment processes of the full-scale plant: conventional coagulation/ flocculation, ozonation, and biofiltration (BAF). By efficiently removing high levels of TOC in the source water with SIX, the City can save millions of dollars each year at the plant. ��a How This Experience Prepared Us for the SCRWTP Improvements Project In this project, Carollo developed a master plan for required improvements to the DLTWTF to meet capacity and reliability requirements for the next 15 years. Given that the DLTWTF is the primary drinking water source for the City of Tampa, it was critical for the team to develop a MOPO plan that eliminated shutdown. Additionally, Carollo performed pilot testing to optimize the design of the new treatment equipment. The project was also completed using a collaborative delivery method. ®Collaborative Delivery ®Improved Water Quality Aging V Infrastructure ®Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset Management 42 Current and Future Demands CAROLLO // QUALIFICATIONS // DECEMBER 2022 36 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance ■ r FIE% ��_�-= - •ram--�—� f .. Progressive Design Build for the Ion Exchange System at the East Water Treatment Plant The City of Boynton Beach owns and operates two water treatment plants, the East WTP (EWTP) and the West WTP (WWTP). The City's East WTP uses the Biscayne aquifer, a highly colored, local surficial aquifer as a raw water source for its lime softening WTP. To remove color, the magnetic ion exchange (MIEX) process was implemented, applying an innovative use of bypass flows to increase the WTP plant rating by an additional 20 percent without the cost of additional softening basins. A primary driver for the City is directly related to the groundwater withdrawal permit. The City formulated an innovative plan to utilize raw water from the Western Wellfield and treat it with the magnetic ion exchange (MIEX) process. The project team designed and constructed a 16-mgd MIEX treatment process to pretreat water from multiple wells prior to the lime softening process. Using this approach, the project brings together a new organics removal MIEX system for Western Wellfield water with the use of excess treatment capacity for hardness removal and filtration at the EWTP. Permitting, equipment procurement, and instrumentation and control programming were all critical to the schedule. ■ Design: The project team developed a cost-effective solution to increase capacity at the existing water treatment facility with minimal disruption. Treatment processes to be upgraded in the project included ion exchange, softening, filtration and storage/high service pumping. ■ Process Selection: Various treatment technologies and strategies were evaluated. Carollo assisted the City in determining the best technology to meet their needs. ■ Permitting: Based on water use permitting requirements, the City needed to have the facilities operational as soon as possible to provide the needed additional water treatment production. Permits were procured by the design - build team in stages to correspond to the construction schedule. 1 REFERENCE City of Boynton Beach Christopher Roschek, PE 124 E. Woolbright Road Boynton Beach, FL 33435 561-742-6413 roschekc@bbfl.us PROJECT DATES 2014 - 2017 TEAM INVOLVEMENT Vinnie Hart, Technical Advisor CHANGE ORDER HISTORY None 0 0 M n 0 C z CAROLLO // QUALIFICATIONS // DECEMBER 2022 37 B:APursuits\CllcntK(SAR)ACollici SCRWTPEx[) Prop1122\Indd\3 Col in SCRV,TP_xpPaslP, ifrrui .:c ■ Construction: The new treatment process was sited at the existing plant requiring relocation of electrical utilities and the repurposing of existing buildings. ■ Operations: Construction required six individual plant tie-ins and shut downs that could not interfere with plant operations. This was completed through detailed planning and coordination with the plant's operation staff. �aHow This Experience Prepared Us for the SCRWTP Improvements Project Like Collier County, the City of Boynton Beach was looking to increase capacity of an existing lime softening plant. By applying an innovative use of bypass flows, Carollo increased the WTP plant rating by an additional 20 percent without the cost of additional softening basins. This project was completed successfully using a collaborative delivery method similar to the CMAR approach the County is considering for the SCRWTP improvements project. w;`", .1y 2 ®Collaborative Delivery ®Improved Water Quality Aging ` Infrastructure ®Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset 0 Management Current and Future Demands ®Consumptive Use Permitting CAROLLO // QUALIFICATIONS // DECEMBER 2022 S$ B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance GAC Pilot and Plant Evaluation at Fiveash Water Treatment Plant The Fiveash Water Treatment Plant (WTP) provides the bulk of the City of Fort Lauderdale's potable water supply to City residents and the neighboring communities. Fiveash WTP provides water service to over 75 percent of the City's potable water service area and has a total design capacity of 70 mgd. Historically, the City has continued to rehabilitate the lime -softening treatment process at Fiveash WTP and has implemented improvements to extend the life of the facility. Fiveash WTP produces reliable potable water, but there are finished water quality challenges from plant process control issues affect the finished water quality and stability. The finished water color is at times greater than 15 Pt -Co color units, which leads to water quality complaints. Process improvements are needed to be implemented to provide an aesthetically pleasing finished water to residents and visitors. Carollo was contracted by the City to evaluate a range of options to achieve the City's water quality and operational goals for their water treatment facility. Carollo conducted a condition assessment of the existing Fiveash WTP and determined that the cost to repair and rehabilitate the existing treatment systems was excessive and would not meet the City's goals for water quality including aesthetics of the finished water. Carollo then evaluated the feasibility of replacing the Fiveash WTP either on the existing site or at a new location. Working closely with staff and other project stakeholders, it was determined that the option best for the City was to construct a new water treatment plant at the Prospect Wellfield site. Concurrent with the feasibility study, Carollo worked closely with staff to determine the best treatment process and technologies to utilize at the water treatment facility. This started with helping staff determine their specific detailed water treatment facility goals associated with capacity, potable water quality, infrastructure requirements, and operation and maintenance activities. ' -AdML.•: —:, REFERENCE City of Fort Lauderdale Daniel Fisher, PE 100 North Andrews Avenue Fort Lauderdale, FL 33301 964-828-5850 dfisher@fortlauderdale.gov PROJECT DATES 2018 - 2019 TEAM INVOLVEMENT Lyle Munce, Project Manager Chuck Sinclair, Principal Chris Reinbold, Process Engineer Jennifer Nyfennegger - Pilot Testing CHANGE ORDER HISTORY None CAROLLO // QUALIFICATIONS // DECEMBER 2022 39 B. Pursuits\CllcntK(SAR)ACollici SCRWTPEx[) Prop1122\Indd\3 I rr SCR..TP ,[,I JP, i I , r a Multiple tasks were performed as part of the treatment process evaluation effort including a desktop technology review, bench -scale process testing at the existing facility, and GAC small scale testing. This scope of work included determination of the WTP performance goals; water treatment process evaluation; alternate facility location study; C-51 reservoir water supply versus Floridan Aquifer water supply comparison; and conceptual capital, operations and maintenance (O&M) costs, and net present worth determinations. Finally, Carollo conducted a review and investigation into the current water supply sources, alternative water supply sources, water use allocations per the existing South Florida Water Management District (SFMWD) water use permit (WUP), and subsequent raw water needs based on identified treatment technologies. ®Improved Water Quality Aging Infrastructure ®Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset 0 Management 42 Current and Future Demands The end result of the project was a comprehensive report of the plant Consumptive evaluation and feasibility study that was used by the City to gain support ® Use Permitting from the public and project stakeholders. The City is currently using the basis of the study to implement the design and construction of a new water treatment facility. @How This Experience Prepared Us for the SCRWTP Improvements Project Similar to this SCRWTP improvements project, Carollo evaluated multiple improvements options to meet the City's water quality objectives. The effort on this project included coordination with the South Florida Water Management District to understand water use allocations in the existing permit and the ability to augment those allocations in the future. The project also included bench scale testing of different treatment options. CAROLLO // QUALIFICATIONS // DECEMBER 2022 40 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance r=r__q kohl Sawgrass Water Treatment Plant Ion Exchange and Other Improvements The project consisted of a new oxidation, pre -filtration, and ion exchange treatment system; a cleaning system for the existing degasifiers; a chemical/ mechanical masonry building with chemical storage and containment; and a new electrical room to service the expanded plant treatment capacity load. The new system was built to treat a sidestream of surficial aquifer water to remove color, iron, and TOC. The treated flow is then blended with nanofiltration permeate to increase alkalinity, hardness, and improve the customer experience (taste). The project also included a new ammonia analyzer, waste equalization, coating of two existing ground storage tanks in addition to associated electrical, instrumentation, and controls. Carollo provided design and construction phase services for the membrane replacement, acid modifications, IX, and other improvements. This project included two bid packages. The first is to replace the nanofiltration membrane elements for the existing 24-mgd treatment plant and demolition and replacement of the sulfuric acid pumps. The second was to install an oxidation, pre -filtration, and IX system to treat surficial aquifer water for iron, control color, and reduce organics. This treatment train is separate and parallel to the existing membrane filtration train. Following degasification of the membrane permeate, the IX treated water will be blended with it to optimize finished water hardness and alkalinity. Carollo performed the design by following established quality management procedures and brought the most experienced engineers to the team. During construction, parallel construction oversight teams were created to review submittals, administer construction, and provide process expertise to effectively complete the project. RFFFRFNfF City of Sunrise Alan Gavazzi 777 Sawgrass Corporate Parkway Sunrise, FL 33325 954-572-2487 agavazzi@sunrisefl.gov PROJECT DATES 2019-2020 TEAM INVOLVEMENT Bob Cushing, Technical Advisor Lyle Munce, Project Manager Chris Reinbold, Process Engineer Vinnie Hart, Project Engineer CHANGE ORDER HISTORY None CAROLLO // QUALIFICATIONS // DECEMBER 2022 41 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col tier-SCRWTPExpPastPerformance ®Improved Water Quality Aging Infrastructure ®Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset 0 Management . How This Experience Prepared Us for the SCRWTP 4) Current and Future Demands Improvements Project For this project, Carollo designed improvements that resulted in a WTP with two different treatment trains similar to the SCRWTP. To provide reliability of the drinking water supply, Carollo completed the design as two separate bid packages as would be suggested for the SCRWTP improvements project. Additionally, the project involved a new ion exchange process, which is one of the options the County is considering for expanding capacity at the SCRWTP. CAROLLO // QUALIFICATIONS // DECEMBER 2022 42 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance Brennan Water Treatment Plant Discharge Header Replacement The City of Daytona Beach owns and operates the Brennan WTP. Constructed in 1972, this facility discharges all finished to the City through a 36 inch pipe from the high service pump station (HSPS), making this one of the most critical pipes in the system. Located in a humid tunnel below the HSPS room, the 36-inch pipe became heavily corroded over its 45 year life span, posing a greater failure risk. Carollo completed an investigation of the pipe using an ultrasonic thickness investigation and alternatives for rehabilitation. Upon investigation, there was significant concern over safety risks and potential failure during rehabilitation. Thus, it was determined that replacement of the pipeline would be the safer, lower -risk, and best long-term alternative. The City declared the project an emergency and utilized a best -value procurement process to replace the pipe, which generally included: • Emergency, fast pace design task order issued. ■ Emergency best -value RFP selection process. ■ Rapid construction schedule. Carollo designed the replacement discharge pipeline on an aggressive schedule, completed in just over two months. This included on -site workshops with City engineering and operations staff to gain consensus on design and operational needs. A key to the project was to maintain discharge flow to the City at all times, which resulted in the development of a detailed phased construction approach to be required of the contractor. During design, Carollo worked closely with vendors to determine equipment lead times for all main components. Based on this analysis, the longest lead equipment items were purchased by the City in advance of the RFP to reduce the overall construction duration. Carollo assisted the City purchasing team to develop a best -value selection process in order to select a contractor based on qualifications, schedule, and price. REFERENCE City of Daytona Beach Eric Smith, PE 3651 LPGA Boulevard (32124) PO Box 2451 Daytona Beach, FL 32115-2451 386-671-8829 smitheric@codb.us PROJECT DATES 2019-2020 TEAM INVOLVEMENT Scott Richards, Project Manager Mark Pellish, Electrical Norm Anderson, Electrical CHANGE ORDER HISTORY Two change orders during construction totaling $88,000 (this included planned contingency dollars for electrical relocates given it was an emergency project). 0 0 r m 0 0 c z CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:APursuits\CllcntK(SAR)ACollici SCRWTPEx[) Prop1122\Indd\3 Col in SCRV,TP=xpPaslP, ifrrui 43 Construction was completed through a five -phase plan to maintain water supply while constructing the new pipe. Major challenges included preservation of the integrity and operation of the existing pipe while constructing a new "overhead" pipeline. The project required a scheduled ®Collaborative Delivery O Aging Infrastructure ® Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset Management overnight line -stop of the discharge main along with coordinated transition of high service pumps to maintain flow at all times. Carollo provided hands-on Current and involvement throughout construction, holding bi-weekly meetings and working Future Demands closely with the City and contractor to work through any challenges while maintaining the set schedule. The project was completed on -time, meeting the City's goal to place the new header fully in service before "Daytona Speedweeks" events began, where system demands increase. This project was a great example of teamwork and collaboration between the City, engineer, and contractor to rapidly respond to the challenge and successfully maintain water supply to the City. �aHow This Experience Prepared Us for the SCRWTP Improvements Project This project is a superb example of Carollo's ability to work in a collaborative delivery process to meet a client's schedule and budget needs. To keep the facility providing drinking water to the City during construction, Carollo worked closely with the client and contractor to develop a unique MOPO plan. CAROLLO // QUALIFICATIONS // DECEMBER 2022 44 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance III ,� 16 North Lee County Water Treatment Plant Rehabilitation and Expansion Carollo received repeat contracts from Lee County Utilities (LCU) to provide design -build services to rehabilitate and expand both the Pinewoods and North RO Water Treatment Plants (WTPs). Both projects were built on a challenging schedule. Carollo completed engineering and received all necessary permits within only four months following a notice to proceed. Costs of these projects ranged from $10 to $17-million and the projects were completed within only 18 months. Both projects required significant rehabilitation to address deficiencies in previous designs and incorporate new technology, including: redesign of the existing reverse osmosis (RO) trains and control systems to improve reliability/ hydraulics, increasing RO feed pump size from 75 to 250-hp (North plant) and expansion existing electrical service and standby power capacity. Energy recovery and acid elimination were implemented at the North plant for a savings of approximately $450,000 per year. Due to LCU's prior problems with design flaws on their original facilities, LCU and Carollo worked together to develop performance testing requirements, including hydraulic, water quality and electrical tests, which were subsequently demonstrated to achieve substantial and final completion for both facilities. Because of Carollo's success in completing these past projects — and their successful operation over the last 10 years, LCU recently awarded Carollo another contract to expand the North RO WTP again, past its nameplate capacity of 10 mgd to 15 mgd. This project is on schedule to be complete in 2024 and has a budget of $30-million. The North Lee County Water Treatment Plant (NLCWTP) is a RO water treatment plant using the Hawthorne Aquifer as a source. It was originally constructed in 2006 in response to the need for additional capacity in the County's northern service area. 00 REFERENCE Lee County Hank Barroso 7391 College Parkway Fort Myers, FL 33907 239-567-2182 Hbarroso@leegov.com PROJECT DATES 2019-2024 TEAM INVOLVEMENT Bob Cushing, Principal Mark Pellish, Electrical Norm Anderson, Electrical CHANGE ORDER HISTORY Two change zero dollar change orders schedule extensions due to owner initiated delays. 0 0 r m n 0 c z CAROLLO // QUALIFICATIONS // DECEMBER 2022 45 B. Pursuits\CllcntK(SAR)ACollici SCRWTPEx[) Prop1122\Indd\3 Col in SCRV,TP=xpPaslP, ifrrui .:c The NLCWTP was expanded to its buildout RO treatment capacity of 10-mgd in 2011. Due to increasing demand and continued growth in the northern service area, the elected to expand the NLCWTP. Operation of the Olga Water Treatment Plant, also in the northern service area, has been challenging and unreliable and the high cost and associated water quality challenges resulting from excessive water age associated with conveying water from the southern service area necessitated the additional rehabilitation and expansion. Therefore, it's imperative this project address footprint, hydraulic, electrical and treatment related infrastructure improvements required to expand the NLCWTP beyond its originally planned 10-mgd buildout capacity. �aHow This Experience Prepared Us for the SCRWTP Improvements Project Similar to the SCRWTP improvements project, this project involved major rehabilitation and improvements to expand the capacity of a reverse osmosis plant. Completed through collaborative delivery (an option for the SCRWTP), the Carollo design improvements provided a savings of approximately $450,000 per year, while meeting capacity and water quality objectives. The project was the recipient of DBIA's "Project of the Year Award" in the Water/ Wastewater category. ®Collaborative Delivery ®Improved Water Quality Aging Infrastructure ®Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset 0 Management Current and Future Demands CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:APursuits\CllcrtK(SAR)ACollici SCRWTPExpAProp1122\Iridd\3-Collicr-SCRWTPExpPastPcrformancc 46 1y1 � . Zt4l r- ,y �f� 1 hk New Kermit H. Lewin Reverse Osmosis Water Treatment Plant The existing Stock Island Reverse Osmosis Water Treatment Plant (WTP) provides potable water to the lower Keys on an emergency basis when the flow from the Florida City J. Robert Dean WTP has been discontinued for any reason. This existing facility located on Stock Island has reached the end of its useful life and requires replacement. FKAA solicited proposals in 2016 for the progressive design -build delivery for the replacement of the Stock Island RO Facility. Carollo was selected as part of the successful design -build team and provided preliminary (10%) design services in support of an effort to develop preliminary costs. Due to Hurricane Irma the project was temporarily put on hold until late 2019. In 2020, due to funding grant requirements, the project delivery mechanism was changed from progressive design -build to conventional design -bid -build. The design included new shallow seawater production wells, cartridge filtration, four 1-mgd seawater RO skids, followed by degasification and transfer pumping into an existing on -site potable water storage tank. Chemical feed systems for pretreatment, post -treatment, and 4 log disinfection are provided. The structure incorporated an occupied area for Florida Keys Aqueduct Authority (FKAA) staff including a state-of-the-art control room, a breakroom that could be used as sleeping quarters during emergency periods, restrooms, and a water quality testing laboratory. Design highlights include: ■ Design of seawater desalination water treatment plant utilizing high pressure reverse osmosis treatment. ■ Replacement of existing emergency facility. ■ Designed to withstand hurricane conditions including winds exceeding 200 mph, and a sea level rise (including wave action) of 5 — 10 feet. REFERENCE Florida Keys Aqueduct Authority David Hackworth 1100 Kennedy Drive Key West, FL 33040-4021 305-295-2152 dhackworth@fkaa.com PROJECT DATES 2020-2024 TEAM INVOLVEMENT Bob Cushing, Principal Lyle Munce, Project Manager Chris Reinbold, Design Manager Mike Boaz, Project Engineer Angelica Gregory, Hydraulic Modeling Rich Warner, Structural CHANGE ORDER HISTORY None CAROLLO // QUALIFICATIONS // DECEMBER 2022 B. Pursu1ts\Cllcnt50(SAR)ACollici SCRWTPEx[) Prop1122\Indd\3 Col in SCRV,TP=xpPaslP, ifrrui 47 The treatment system can be powered by full time electrical grid power or by diesel engine driven auxiliary power generators. The byproduct water from the treatment system is disposed of via a disposal injection well. Construction began on schedule in the fourth quarter of 2021, with construction completion scheduled in early 2024. This project is currently on schedule and it is anticipated facility commissioning services will be complete prior to the 2024 hurricane season. Engineering during construction services (EDC) are necessary to facilitate the construction, provide necessary compliance inspections, start-up, and commissioning of the facility. @�a How This Experience Prepared Us for the SCRWTP Improvements Project This project is another example of Carollo's ability to participate in collaborative delivery projects for reverse osmosis water treatment facilities similar to those that are included in the SCRWTP improvements project. ®Collaborative Delivery ®Improved Water Quality O Aging Infrastructure ®Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset Management ®Current and Future Demands CAROLLO // QUALIFICATIONS // DECEMBER 2022 48 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance Pembroke Pines Lime Feed System Refurbishment The City of Pembroke Pines owns the City of Pembroke Pines Water Treatment Plant (WTP). The WTP is rated for a peak capacity of 18 mgd but currently produces an average of 14 mgd. The WTP utilizes upflow solids contact clarifiers (SCCs) to remove calcium hardness as a first step in the treatment for producing potable water. Lime is added to increase the pH and for hardness reduction. The lime softening system consists of three storage silos, each with a 2,000 Ib/hr slaker coupled with lime feed pumps and other ancillary equipment. Each of the three lime feed systems was designed as a dedicated system intended to feed a specific SCC, with some redundancy to feed another, if needed. Carollo was selected to develop an engineering report and preliminary design for the replacement of the existing lime feed system as the system was aged and in need of replacement. Carollo visited the WTP and met with the City and operations personnel to discuss the objectives of the project. Carollo provided the engineering services for the lime feed system replacement project, based on the items discussed at the site visit which include: The replacement of all three lime feed systems with a lime feed system that provides flexibility and full redundancy to the WTP operations. Three of the four SCCs must operate at all times. The proposed lime feed system should be capable of feeding each SCC in lieu of the existing dedicated lime feed system for each SCC. Carollo evaluated lime slaker technologies and the site constraints to accommodate a centralized lime feed system. Provided the preliminary design of miscellaneous electrical and I&C upgrades, including a telemetry system to integrate the new lime feed system controls with the Plant HMI and SCADA systems. To F REFERENCE City of Pembroke Pines George Wrves 13975 Pembroke Road Pembroke Pines, FL 33027 954-518-9045 gwrves@ppines.com PROJECT DATES 2020-2022 TEAM INVOLVEMENT Chris Reinbold, Project Manager Chuck Sinclair, Principal Michael Boaz, Project Engineer CHANGE ORDER HISTORY None 0 0 r m 0 0 C z CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:APursuits\CllcntK(SAR)ACollici SCRWTPEx[) Prop1122\Indd\3 Col in SCRV,TP=xpPaslP, ifrrui 49 Carollo provided construction engineering inspection services for the lime feed system refurbishment, valve insertion and flow meter addition. CEI services included construction contract administration and part- time inspection services by staff experienced in the discipline fields that correspond to the inspection activity during construction of the project. g How This Experience Prepared Us for the SCRWTP Improvements Project As will be required in the SCRWTP improvement project, Carollo evaluated an existing lime feed system, identified and compared possible replacement options, made recommendations to the City and provided a design for the required improvements. ®Improved Water Quality Aging ,, Infrastructure ®Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs ® Asset 0 Management Current and Future Demands CAROLLO // QUALIFICATIONS // DECEMBER 2022 so B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance Norwood-Oeffler Nanofiltration Water Treatment Plant The City of North Miami Beach is faced with the challenge of upgrading an aged lime softening plant and completing several R&R upgrades to its Norwood Oeffler WTP (NOWTP) with a limited budget and a tight schedule. The goal of the project is to complete these critical upgrades to ensure continuity of service to its customers until additional funding is available to upgrade the rest of the WTP. As a result, the City decided to procure the services of a design builder team to deliver, via a progressive design build approach, the benefits of a robust, resilient, and affordable water treatment plant to its residents. Carollo partnered with PCL Construction on this important project. This project will potentially result in the first advanced pellet softening facility in Florida. This innovative, cost-effective technology will re -define the landscape of conventional softening in Florida water treatment plants by optimizing flow and chemical distribution and mass balance principles. The rise rate of a pellet reactor is 20 times higher than a conventional basin and produces a free - draining pellet (98% solids) requiring no mechanical dewatering and providing the potential for beneficial reuse. Other Improvements Include: Norwood Oeffler WTP Lime Feed Improvements Carollo provided recommendations for the rehabilitation and/or replacement of the lime feed system at the City's Norwood Oeffler WTP. The NWTP has three lime silos that were erected in approximately 1970. The silo and lime feed equipment are aged and near their useful life. Carollo completed a technical memorandum that summarized the evaluation of the lime feed system. The evaluation included a technology evaluation and presented options for replacing the aged lime feed system. REFERENCE City of North Miami Beach Andrea Suarez Abastida, PMP 17050 N.E.19 Avenue, 2nd Floor North Miami Beach, FL 33162 305-948-2967 x2983 anddres.suarez@citynmb.com PROJECT DATES 2022 - 2023 (Design) TEAM INVOLVEMENT Lyle Munce, Project Manager Chris Reinbold, Quality Reviewer Michael Boaz, Project Engineer CHANGE ORDER HISTORY None r ■ CAROLLO // QUALIFICATIONS // DECEMBER 2022 B. Pursuits\CllcntK(SAR)ACollici SCRWTPEx[ \Pro F-1122\Indd\3 Col I in SCRV,TP=x[,P-i lP, i [, it ii 51 Norwood Oeffler WTP Surge Assessment A recent failure of a voltage surge protective device (SPD) within an existing 120/208 volts panel board at the administration building produced a short circuit and affected the tripped the 480-volt circuit breaker, interrupting continuous critical electric power to the plant SCADA system and personnel offices at the administration building. Carollo developed a preliminary design report that included a conceptual design of additional power distribution equipment in electrical rooms at the administration building to resolve the ongoing issues with the SPD. In addition, Carollo coordinated with Florida Power and Light (FPL) for surge arrestors repairs and provided a scheme for an additional surge protecting device on existing older equipment and grounding system improvements. Norwood Oeffler WTP Membrane Plant Support System Carollo provided preliminary design for the improvement of the membrane plant skids, which needed repair and rehabilitation. Carollo also provided recommendations for needed upgrades to the support systems to provide reliability and safe operation of the membrane system. �aHow This Experience Prepared Us for the SCRWTP Improvements Project Carollo provided evaluation and design for a water treatment plant with two treatment processes (a lime softening process and a membrane process). Working with the collaborative delivery team, Carollo identified an innovative, cost-effective technology to improve the softening process. CIP Budget Summary Sc N. � TN,d Pr Op— . N.' eRy Op mth rY dPrgen Car'_ a RgKt Cat [unfit awl«argn ®Collaborative Delivery ®Improved Water Quality Aging Infrastructure ®Operational Redundancy and Reliability ©Optimized Capital and Operations and Maintenance (O&M) Costs Asset Management 42 Current and Future Demands CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pursuits\CllcrtK(SAR)\Col licr\SCRWTPExp\Prop1122\Iridd\3-Collier-SCRVVTPExpPastPerformance 52 Collier County co !wC014"ty Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 22-8052 1 Design Services for SCRWTP Improvements and Expansion Reference Questionnaire for: Carollo Engineers, Inc. (Name of Company Requesting Reference Information) Chris Reinbold, PE/Lyle Munce, PE (Name of Individuals Requesting Reference Information) Name: Luisa Fernanda Arbelaez, PE, PMP (Evaluator completing reference questionnaire) Email: larbelaez@sunrisefl.gov Company: City of Sunrise (Evaluator's Company completing reference) Solicitation 22-8052 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Springtree Water Treatment Plant (Lime Project Description: Silo and Solids Contact Clarifiers; Water Completion Date: Stablization and Solids an ing Project Budget: $7.7 Million 3/2018 Project Number of Days: 882 Months Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 100 CAROLLO // QUALIFICATIONS // DECEMBER 2022 53 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance_Forms2 Collier County Co xer o-r "ty Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQ UIRED REFERENCE) Solicitation: 22-8052 1 Design Services for SCRWTP Improvements and Expansion Reference Questionnaire for: Carollo Engineers, Inc. (Name of Company Requesting Reference Information) Vincent Hart, PE (Name of Individuals Requesting Reference Information) Name: Christopher Roschek, PE (Evaluator� pleting,rgference questionnaire) �i?_ tI �{iZZ Email: r chek@bbfl.us Company: City of Boynton Beach (Evaluator's Company completing reference) Solicitation 22-8052 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." PDB for the Ion Exchange System Project Description: at the East Water Treatment Plant Completion Date: 10/2017 Project Budget: $30.8 Million Project Number of Days: 34 months Item Criteria Score must be completed 1 Ability to manage the project costs (minimize change orders to scope). J D 2 Ability to maintain project schedule (complete on -time or early). D 3 Quality of work. !O 4 Quality of consultative advice provided on the project. rD 5 Professionalism and ability to manage personnel. 6 Project administration (completed documents, final invoice, fmal product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. t 8 Abiltity to manage risks and unexpected project circumstances. iU 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). D TOTAL SCORE OF ALL ITEMS O 0 0 M n 0 c z CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:APursuits\CllcntK(SAR)ACollici SCRWTPExpAProp1122\Indd\3-CollierSCRWTPExpPastPcrformancc_Forms2 54 Collier County Co Yer Covanty Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 22-8052 1 Design Services for SCRWTP Improvements and Expansion Reference Questionnaire for: Carollo Engineers, Inc. (Name of Company Requesting Reference Information) Vincent Hart, PE (Name of Individuals Requesting Reference Information) Name: Rory Jones (Evaluator completing rererence questionnaire) Email Rory.Jones@tampagov.net Company: City of Tampa (Evaluator's Company completing reference) Solicitation 22-8052 Telephone: (813) 231-5291 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." David L. Tippin WTP Comprehensive 2028 Project Description: Master Plan and Design Build Completion Date: Project Budget: $400 Million Project Number of Days: 120 months Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 9 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS CAROLLO // QUALIFICATIONS // DECEMBER 2022 55 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance_Forms2 Collier County Co Yer Co1.nty Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REOUIRED REFERENCE) Solicitation: 22-8052 1 Design Services for SCRWTP Improvements and Expansion Reference Questionnaire for: Carollo Engineers, Inc. (Name of Company Requesting Reference Information) Lyle Munce, PE (Name of Individuals Requesting Reference Information) Name: Daniel Fisher, PE (Evaluator completing reference questionnaire) Email: dfisher@fortlauderdale.gov Company: City of Fort Lauderdale (Evaluator's Company completing reference) Solicitation 22-8052 964-828-5850 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." GAC Pilot and Plant Evaluation Project Description: at Fiveash WTP Completion Date: 11/2019 Project Budget: $649,936 (Fee) Project Number of Days: 10 months Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 100 CAROLLO // QUALIFICATIONS // DECEMBER 2022 56 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance_Forms2 Collier County CO Ter COUVIty Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 22-8052 1 Design Services for SCRWTP Improvements and Expansion Reference Questionnaire for: Carollo Engineers, Inc. (Name of Company Requesting Reference Information) Chris Reinbold, PE/Lyle Munce, PE/Vincent Hart, PE (Name of Individuals Requesting Reference Information) Name: Alan Gavazzl (Evaluator compictmg reverence questionnaire) Email: agavazzi@sunrisefl.gov Company: City of Sunrise (Evaluator's Company completing reference) Solicitation 22-8052 (954) 572-2487 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Sawgrass WTP Ion Exchange and Project Description: Other Improvements Completion Date: 1/2020 Project Budget $6.9 Million Project Number of Days 28 months Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -time or early). 9 3 Quality of work. 9 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 9 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 97 CAROLLO // QUALIFICATIONS // DECEMBER 2022 57 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance_Forms2 Collier County Co I;-r C014"ty Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REOUIRED_REFERENCE) Solicitation: 22-8052 1 Design Services for SCRWTP Improvements and Expansion Reference Questionnaire for: Carollo Engineers, Inc. (Name of Company Requesting Reference Information) Chris Reinbold, PE (For M. Scott Richards, PE) _ (Name of Individuals Requesting Reference Information) Name: Eric Smith, PE (Evaluator completing reference questionnaire) Email; smitheric@codb.us Company: City of Daytona Beach (Evaluator's Company completing reference) Solicitation 22-8052 Telephone: 386-671-8829 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firn-t/indi vi dual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Brennan Water Treatment Plant Project Description: Discharge Header Replacement Completion Date: 2/2020 Project Budget: $1.5 Million Project Number of Days: 9 months Item Criteria Score (must be completed) I Ability to manage the project costs (niinunize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). f Cl 3 Quality of work. !v 4 Quality of consultative advice provided on the project. 1c� 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) ( D 7 Ability to verbally communicate and document information clearly and succinctly. [D 8 Abiltity to manage risks and unexpected project circumstances. �G 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. )G 10 Overall comfort level with hiring the company in the future (customer satisfaction). � G TOTAL SCORE OF ALL ITEMS � r C, ••�tg wu�� G�:t: �1 CAROLLO // QUALIFICATIONS // DECEMBER 2022 558 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance_Forms2 Collier County Co ier County Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 22-8052 1 Design Services for SCRWTP Improvements and Expansion Reference Questionnaire for: Carollo Engineers, Inc. (Name of Company Requesting Reference Information) Robert Cushing, PhD, PE, BCEE (Name of Individuals Requesting Reference Information) Name: Hank Barroso (Evaluator completing reference questionnaire) Email: 1113arroso4leegov.com Company: Lee County (Evaluator's Company completing reference) Solicitation 22-8052 Telephone: 239-567-2182 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." North Lee County Water Treatment Project Description: Plant Rehabilitation and Expansion Completion Date: 10/2024 Estimated Project Budget $30 Million Project Number of Days: 50 Months Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 9 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 99 CAROLLO // QUALIFICATIONS // DECEMBER 2022 59 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance_Forms2 Collier County Co tr County Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 22-8052 1 Design Services for SCRWTP Improvements and Expansion Reference Questionnaire for: Carollo Engineers, Inc. (Name of Company Requesting Reference Information) Chris Reinbold, PE/Lyle Munce, PE (Name of Individuals Requesting Reference Information) Name: David Hackworth (Evaluator completing reference questionnaire) Email: dhackworth@fkaa.com Company: Florida Keys Aqueduct Authority (Evaluator's Company completing reference) Solicitation 22-8052 Telephone: 30 5-2 95-2152 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." New Kermit H. Lewin Reverse Osmosis Project Description: Water Treatment Plant Completion Date Project Budget: $41.9 Million 5/2024 (Estimated) Project Number of Days: 850 months Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 100 CAROLLO // QUALIFICATIONS // DECEMBER 2022 60 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance_Forms2 Collier County Co tr County Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 22-8052 1 Design Services for SCRWTP Improvements and Expansion Reference Questionnaire for: Carollo Engineers, Inc. (Name of Company Requesting Reference Information) Chris Reinbold, PE (Name of Individuals Requesting Reference Information) Name: George Wrves (Evaluator completing reference questionnaire) Email: gwrves@ppines.com Company: City of Pembroke Pines (Evaluator's Company completing reference) Solicitation 22-8052 Telephone: 9 54-518-9045 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Pembroke Pines Lime Feed Project Description: System Refurbishment Completion Date: 7/2022 Project Budget: $2.5 Million Project Number of Days: 19 months Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS CAROLLO // QUALIFICATIONS // DECEMBER 2022 61 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance_Forms2 Collier County Cof xer County Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 22-8052 1 Design Services for SCRWTP Improvements and Expansion Reference Questionnaire for: Carollo Engineers, Inc. (Name of Company Requesting Reference Information) Lyle Munce, PE (Name of Individuals Requesting Reference Information) Name: Andrea Suarez Abastida, PMP Company: City of North Miami Beach (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Solicitation 22-8052 Email: Andrea.Suarez@citynmb.com Telephone:305-948-2967 x2983 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored 11 0." Norwood-Oeffler Nanofiltration Project Description: Water Treatment Plant Completion Date: 11/2023 (Design) Project Budget: $34 Million Project Number of Days: 18 months (Design) Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 8 2 Ability to maintain project schedule (complete on -time or early). 8 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 8 5 Professionalism and ability to manage personnel. 9 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) N/A 7 Ability to verbally communicate and document information clearly and succinctly. 9 8 Abiltity to manage risks and unexpected project circumstances. 9 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. N/A 10 Overall comfort level with hiring the company in the future (customer satisfaction). 9 TOTAL SCORE OF ALL ITEMS CAROLLO // QUALIFICATIONS // DECEMBER 2022 62 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\3-Col lier-SCRWTPExpPastPerformance_Forms2 EVALUATION CRITERIA NO.4 // Project Approach, Willingness to Meet Time and Budget Requirements e Collaboration, technical expertise, and institutional knowledge are keys for our project delivery. Carollo is pleased to present our team's approach to turn your objectives and goals into successful outcomes, while building upon our longstanding relationship with Collier County. 1*!IZ�Iifii Carollo offers a holistic approach with an eye to the future for reliable and efficient operation. INTRODUCTION The Improvements and Expansion project at SCRWTP is important to the County for many reasons. Having been originally constructed in 1984 with expansions through 2006, many things have changed with respect to design philosophy, technology, and regulatory considerations. This project offers the County the ability to develop a roadmap for the SCRWTP into the future and plan for the continued reliable and efficient operations. No longer will efforts at this facility be piecemeal or focused in just one area, but this project will allow the County the opportunity to evaluate the facility as a whole, summing all of its components, and determining how it best fits into the regional water production and supply strategy. The improvements and expansion project will not just be a piecemeal expansion or focused in one area, but this project will provide the County the opportunity to evaluate the facility as a whole and determine how it best fits into your system and strengthen it as the workhorse in the regional water production and supply strategy. General Approach Project Delivery Through our nearly 90 year history of providing engineering services to municipal water/wastewater utilities, we have developed an effective and unique business philosophy with demonstrated value. Our overall project delivery approach centers on four guiding principles for delivering highly successful projects: Engage all key project stakeholders early and develop consensus on all critical project elements. As you have seen on our most recent County projects Carollo will work closely with all applicable staff during projects. We want there to be a direct line of communication between those whose preferences or input need to be heard and the ones on the design team to understand and provide it. This "early and often" exchange of ideas will assure that only the alternatives that have technical merit, low maintenance, and cost-effective will be considered. Providing for input from you and your staff allows us to benefit from your knowledge and experience making sure that we get it right the first time and that you get exactly what you want and need. One of the tools Carollo will utilize to obtain stakeholder input and buy -in is its Design CAMP technique. See the call box on the next page for a detailed explanation of what Design CAMP is and how it optimized stakeholder engagement. Applies a dedicated "Design Team" approach as opposed to "Design Center" approach. The core project delivery team, as you have seen on past projects, will remain consistent and dedicated from development of the scope of work through training and start-up. The same engineer who develops a design concept for a project element will work with your staff to refine that concept through detailed design; that same engineer will respond to related contractor RFIs and will inspect construction and work with your operations staff through training and start-up. The continuity of service offered by this design team approach offers many advantages over a design center approach, including: ■ Design development is more rapid and accurate when performed by a dedicated team. ■ Eliminates errors and omissions associated with "hand-offs" in a design center. Design intent is maintained, and there is less to translate to different parties, through construction. The original design engineer is best suited to make critical decisions regarding alternatives suggested during construction, weighing potential cost savings with functionality. ■ The original design engineer who worked from concept through construction is best positioned to assist with start-up and training. All these benefits of the design team approach reduce cost and improve quality. These benefits are strictly lacking in a "design - center" approach. 3. Apply a scientific approach to process design and optimization. We evaluate alternatives and explore ways to maximize use of existing infrastructure using our proven scientific process optimization approach. This approach includes the use of sound scientific principles instead of relying on rules -of -thumb or "text book" values that often result in "over" or "under" designed facilities. Our proven scientific approach has been used successfully with the County on prior projects and many other facilities where it has saved money while optimizing treatment capability and capacity. As part of the scientific approach to the design for the SCRWTP Improvements project, Carollo will employ its Blue Plan -it° tool, which is described in more detail on the next page Produces highly -refined plans and specifications. At Carollo, our roots are in the details of water and wastewater plant design. We have many clients who have adopted our standards and others who insist that Carollo produce the plans and specifications for their projects. The clarity of concept and level of detail for Carollo plans and specifications translates to lower bids by allowing contractors to reduce their contingencies. Utilizing the outline project approach, Carollo will be able to meet the County's schedule expectations for this project. A conceptual level schedule is included on page 4 of this section illustrating how Carollo will perform the multiple analyses identified in the RIPS while coordinating with the County and CMAR. The design team selected for this project is highly skilled, knowledgeable, and has worked together numerous times for similar water treatment plant rehabilitation and expansion projects. We bring the best national expertise to support the local team to perform the "hand -on "design providing the County with custom tailored solutions that truly meet your needs. CAROLLO // QUALIFICATIONS // DECEMBER 2022 63 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\4-Col lier-SCR WTPExpProjectApproach Design CAMP° Fostering Trust through Collaborative Design The CAMP° approach was developed in 2005 by Carollo to facilitate execution under a shared working environment. CAMP° is a technique to optimize stakeholder participation, make decisions, solidify process criteria, and critically evaluate the design. It is a structured, repeatable approach that yields results in an efficient manner. Through a facilitated approach, the combined experiences of key personnel from the design team, and plant staff, as well as other critical stakeholders, are leveraged over a short, concentrated effort to make time -critical informed decisions and to accelerate project development. When decades of experience are leveraged together in an organized fashion, the quality and speed of decision -making is dramatically enhanced. A CAMP® duration is established based on the project - specific outcomes that are desired, but typically are in the 1 to 2-week time frame to advance preliminary design efforts. The goal is to walk out of a Design CAMP® with the necessary decisions to advance the preliminary design that meets our clients' vision. As concepts and layouts are developed, real-time revisions are generated, reviewed, and reworked as needed. BLUE PLAN -IT° OUR DECISION SUPPORT (DESKTOP ANALYSIS) TOOL Carollo's proven approach leverages our award -winning water simulation platform, the Blue Plan -it° (BPI) Decision Support System, which integrates empirical and mechanism -based algorithms to simulate how various adsorbents and resins remove contaminants. Using the Blue Plan -it° model, the user can enter site -specific breakthrough curves generated from bench and pilot scale testing and leverage the build -in mass transfer equations, surface and pore diffusivity model, and isotherm modeling to simulate full-scale operation. This approach has been applied to more than a dozen projects, resulting in a comprehensive database of over 50 RSSCTs for both short- and long -chain compounds, covering PFAS concentrations ranging from 0 to 3,000 ng/L in 15 unique water sources treated with more than 8 different media. :WC *M*A� oAat ANN I � .' + I� y L •rru. U�l9MMV •PFOB � �7 E%Nllnp LITi � _ So{fMing/4M AA1 1 CwaMYw _ MrUY.YY • II.6�Y. ® — �� •PPOB RiY�i 1rOG IpYr —� RIYaM fJeL 6en�m This model shows a GAC filter system that was developed to treat PFAS concentrations from a Southeast Florida Utility wellfield at an existing lime softening and RO water treatment plant. This tool can be used to evaluate many different treatment combinations at SCRWTP to cover "tried and true" conventional techniques coupled with the latest technologies available. CAROLLO // QUALIFICATIONS // DECEMBER 2022 64 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\4-Col lier-SCR WTPExpProjectApproach Construction For this project, the project manager will be involved throughout the entire construction and commissioning period. Chris Reinbold has seen County projects progress from the study phase, has sweat the details during the design and will be ready to partner with you while your project is being built. We know the County currently hires a third party construction engineering inspection firm or provides their own inspectors. However, our team is fully equipped to provide all the construction management services needed. Our special construction engineers, project control specialists, and inspectors understand our role in interpreting and enforcing the contract requirements. We train our staff in the ever -changing areas of safety, risk management, and claims consulting. We also readily adapt to various project delivery options, such as construction management -at -risk, (CMAR) and the lastest construction practices and technology to provide our clients the highest quality service at the best possible value. CMAR DELIVERY CAN SEEM DAUNTING. Let us help you successfully navigate the process seamlessly without drama. Our perspective comes from our experience working with numerous owners with limited or no CMAR experience. level of Design Funding Requiven'e4s -------- tquehcihJ L--------- Reep6+ovy � Evglut►�ioh • Regwr�r'en�s Cri+eriq " � •. Process L RiSIL A))OCQ+ion PriGin9 CAROLLO // QUALIFICATIONS // DECEMBER 2022 65 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\4-Col lier-SCR WTPExpProjectApproach Conceptual Project Schedule CONCEPTUAL SCHEDULE*SCRWTP IMPROVEMENTS AND EXPANSION ACTIVITY NAME** ■ Notice -to -Proceed TASK 1 PRELIMINARY ENGINEERING DESIGN REPORT Utility Master Plan Review (1.1b) Project Kickoff Meeting (1.1a) Treatment Technology Investigation and Recommendations (1.2a,b,c) County Review Treatment Technology TM and Workship Evaluation of Chlorine Gas to Sodium Hypochlorite Conversion (1.1f) Evaluation of Conversion from Chloramines to Free Chlorine (1.2g) Capacity Expansion Evaluations (1.2h) Evaluation of RO Improvements (1.2i) County Review Capacity Expansion and RO Improvements TM and Workshop Pilot Study (1.2j) Construction Phasing/Sequencing Plan and OPCCs (1.2k) Final Preliminary Engineering Design Report (1.21) TASK 2 FINAL DESIGN, PERMITTING, VALUE ENGINEERING AND CMAR/ CONTRACTOR SOLICITATION SERVICES Survey Services (2.1) and Soft Dig Investigation (2.3) Geotechnical Investigation (2.2) 60% Design Development and Review Workshop (2.4a,b,d) Value Engineering (2.4c) 90% Design Development and Review Workshop (2.4a,b,d) GMAP Development and Negotiation Develop 100% Design (2.4a,b,d) Permitting SFWMD Consumptive Use Permit FDEP and/or SFWMD Environmental Resource Permit (2.5a,c) FDEP Permit to Construct Public Water Supply Components Growth Management SDPA (2.5b) Procurement (via CMAR) Support County Procurement of CMAR (2.6a,d) Review CMAR Proposals (2.6b,c,e,f) TASK 3 CONSULTATION SERVICES DURING CONSTRUCTION Pre -Construction Meeting (3.1a) Submittal Reviews (3.1f) Building Department Permitting and Reviews Lime Softening Improvements RO Improvements Chlorine Gas and Chloramine Conversions Lime Softening Start-up and Commissioning (3.11) RO Start-up and Commissioning (3.11) Permit Closeouts (3.1k) 0&M Manuals (3.1m) Substantial Construction Certification Record Drawings (3.1n) Final Construction Certification (3.1o) Warranty Services (3.2a,b,c) *Detailed schedule will be developed in coordination with the County within one month of Notice-to-Proceed.**Activities (where applicable) include a reference to the subtasks identified in the RPS. For example "(1.1b)" refers to requirement b of Task 1.1. zz 2023 2024 2025 2026 2027 2028 a 02 03 04 01 02 03 04 01 02 03 04 01 02 03 04 0102 03 04 01 02 03 04 c A M J J A s 0 N D J F M A M J J A s 0 N D J F M A M J J A s 0 N D J F M A M J J A s 0 N D J F M A M J J A N 1)s 0 J F M A M J J A s 0 N D 1 330 13 1 75 15 60 Worfe5Hop5 WIII be U5ed during the Prellmiviary Engineering 60 120 75 15 De5igvl avid fivlal De5igvl tastes to efficiently avid effectively coordinate on feet' project features, reducing the development time for each taste and 5ub5eG)uent tastes, 90 90 120 550 Schedule a55UWle5 CMAR Corl5tnActbvi. If De5igvl-laid-Build 15 used, 90 This activity would be eliminated avid a view 131dd1ng avid Award 60 activity wolAld be added after Develop loc)% De5igvl. This w01AId 120 likely add 45-60 days to the project schedule. 60 60 The duration for consumptive use permitting Is conservative based on 45 historic effects performed by our si bcovlslnitant W5A for the County. 45 We will utilize pre -proposal, population methodology and model review 550 meetings to expedite this activity and keep it off the critical path. 120 9 CMAR has been used for 111ustratlon purpDSes In th15 5Chedule, 12 The CMAR would be 5elected by the 3o% design mile5tDne as recommended In the Water and Wastewater De5lgl/1 3u1ld j-iandb00ke, 150 30 1175 1 210 CDn5truCt1Dn of the Lime 5oftening and RU 60 Improvements WIII be designed as separate 540 packages so the work can be Staggered 540 to start workDn older facilities first while 365 still allDWing for maximum reliability of the 60 system during CDnstructiDn, 60 30 30 1 45 1 365 for gas g eneratlon, option, CDnservatl5m, Conver5bvi If the activity the WHICH bulfe storage duratbvi schedule a55ume5 a year for the Chlorine WDuId Involve Dn-51te Hypochlorite . LEGEND of h Dchlorite were the Milestone g yp e seTask Could be Cut t0 270 days, � Task ■ Task 2 3 CAROLLO // QUALIFICATIONS // DECEMBER 2022 66 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\4-Col lier-SCR WTPExpProjectApproach PROJECT MANAGEMENT, QUALITY CONTROL AND COST CONTROL Our Carollo team is structured based on sound strategies for delivering an efficient and effective design. The core of our project management approach is our proven project management team, consisting of project manager, Chris Reinbold, and project engineer/technical lead, Mike Boaz. The key to managing the overall cost of this or any project come down to four main efforts; managing schedule and engineering costs, developing accurate cost estimates to inform design decisions, managing risk, and maintaining quality control. Managing Schedule and Engineering Costs Delivering the scope on time and within budget is a critical part of project success. Before starting the project, Chris will refine the baseline schedule, presented in draft form in this proposal, based on feedback from the County. He will then track actual project progress against this ba Chris will be managing engineering costs based on the agreed -upon budgets, which when combined with the baseline schedule, produces a cost -loaded spending plan. Earned value will be used to measure performance, comparing the cost and value of the work performed to the baseline schedule and budget. Integrating monthly expenditure forecasts into one master budget will support accurate financial managemen and will provide transparent and suppo,.. - information to the County's leadership. are critical to predicting project costs. Our team also understands the importance of early cost certainty and works to not only price what is shown in the preliminary engineering documents, but also what experience tells us will also be required to construct the intent of the design. Armed with accurate cost estimates, Chris will lead the County and design team in value engineering and • COLLABORATIONAN. COORDINATION 02� 0 f Zm Project Management �= A..... ... k m I Id Details of these schedule and cost management will be documented in a project management plan (PMP). This plan sets goals and expectations for the project, as well as defines assignments and responsibilities for the County, Carollo, and subconsultant team members. Cost Estimating Our approach to cost estimating is specifically designed to replicate the pricing methods used by the general contractors. As a resource, Carollo has a dedicated team of full-time estimators who have all gained the majority of their work experience working for general contractors or specialty subcontractors that focus on the water/ wastewater market space. This body of experience allows our team to not only anticipate the proper level of effort based on the complexity of the work, but anticipate a contractor's procurement strategy, both of which ost control activities. Risk Management Large, complex projects typically face a wide range of ever evolving risks. To deal with these, a comprehensive and dynamic risk management program will be used to anticipate, analyze, respond, monitor, and plan contingencies for significant risks. It is important early in this project to define the County's tolerance for risks and its reference for handling. In an ideal world, sk can be shifted away from the County at no cost. In reality, it is a balance of assigning the risks to the party best capable of handling them. The identification of risk and associated potential impacts allows for a timely determination of alternative mitigation measures and decisions on how best to move forward. Our risk management process will be applied throughout project execution from predesign to commissioning and will aid not only in identifying risk, but also putting cost to risk mitigation which aids in managing the overall project cost. SUCCESSFUL PROJECT DELIVERY A well-defined project management plan (PMP) is key for the successful delivery of this project. CAROLLO // QUALIFICATIONS // DECEMBER 2022 67 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\4-Col lier-SCR WTPExpProjectApproach RISK REGISTER Risk 1 1 1 ---_�IIIIII■� I_� --- Quality Management: Measure Twice, Cut Once A well -planned, effectively communicated, and precisely implemented quality assurance/quality control (QA/QC) plan is particularly important in a long-term facility improvements project where the quality objectives of the Engineer, CMAR/Contractor and the Owner need to be in alignment. Left neglected or mismanaged, quality impacts can include: 1. Schedule impacts for immediate and known issues. 2. Latent defects and/or failure impacts in structures or equipment after the CMAR is out of the picture. The ultimate goal of quality management is to avoid realization of either of those two impacts — thereby reducing risk to the project and the Owner. Carollo's projects get started in the right direction with what we call our "zero percent" quality review. Our Quality Manager, Brian LaMay, will lead a team of quality advisors in reviewing the PMP, looking closely at the contract, schedule, staffing allocation, and key deliverables to verify your project has the right staff and the right resources to be available when needed. Quality management does not begin or end with the design deliverables or construction work products. An additional role of the PMP is to confirm all our work efforts, processes, procedures, and o deliverables meet a high standard for accuracy, content, and editing. m M The key to cost-effective and purposeful construction oversight is ensuring that QA/QC activities o take place regularly and on schedule. This process must add value to the project and not inhibit ZI construction progress of the Contractor (to avoid owner responsibility for delays and risk ownership). The success of our quality management approach —both in quality control and assurance —is evidenced by the high regard we have in the construction industry. Our ongoing benchmarking continues to reveal that our projects consistently maintain one of the lowest change order values as a percentage of construction cost —an average ofjust 2 percent for the past 10 years. CAROLLO // QUALIFICATIONS // DECEMBER 2022 68 B:\Pursuits\Cllcrt50(SAR)\Col licr\SCRWTPExp\Prop1122\Iridd\4Colller-SCRWTPExpProjectApproach IThe Corolla team is currently working with the FKAA's Construction Management team to provide engineering during construction, specialty and process inspections, and ultimately will help during startup to bring a new seawater desalination facility online to serve the lower Florida Keys during emergencies. This type of hand -in -hand working relationship is some Corolla offers the County for SCRWTP. IChris Reinbold and other Corolla team members worked with the County to procure and develop installation documents for the belt filter press replacement project. The project, now in construction, is a great example of collaboration. Engineering, Operations, and Maintenance staff all provided input which was incorporated into the project to enhance the overall facility. CAROLLO // QUALIFICATIONS // DECEMBER 2022 69 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\4-Col lier-SCR WTPExpProjectApproach is it I la-1A 4W' 4" The BEST of both worlds - LOCAL EXPERTS supported by national bench strength ... Our combination of knowledgeable, highly motivated local staff, and dedicated firm -wide support makes certain the quality and responsiveness of our services are exceptional. U As part of Carollo's continued commitment to Collier County, we are in the process of opening a local office in Fort Myers. Carollo Engineers, Inc. 301 N Cattlemen Rd #302 Sarasota, FL 34232 941-371-9832 Carollo Engineers, Inc. 2056 Vista Pkwy #400 West Palm Beach, FL 33411 561-868-6400 Johnson Engineering 2122 Johnson Street Fort Myers, FL 33901 239-334-0046 WE UNDERSTAND YOUR CHALLENGES Our South Florida practice is home to a staff of highly -motivated and talented individuals focusing on providing engineering services to municipal water and wastewater agencies. The experience of our Southwest Florida staff is comprehensive, ranging from planning and pilot testing to design and construction of water and wastewater treatment facilities and infrastructure. Our combination of knowledgeable staff and dedicated firm -wide support will help us to exceed the technical quality and responsiveness expectations of Collier County for this SCRWTP improvements project. Proven Leadership Our project manager, Chris Reinbold and project engineer, Michael Boaz, will be readily available for any in -person meetings and/or workshops to facilitate work for this project. The primary location of our Carollo project delivery team members for this project are located in our West Palm Beach and Sarasota offices, with additional project resources located almost exclusively in our other Florida offices. SOCOTEC Consulting, Inc. 2224 Trade Center Way, Naples, FL 34109 239-514-4100 Water Science Associates 13620 Metropolis Ave #110 Fort Myers, FL 33912 239-204-5300 Jacksonville Tampa• Orlando • • Sarasota � Palm Beach •: Broward County *Miami • Carollo Offices J Collier County CAROLLO // QUALIFICATIONS // DECEMBER 2022 BAPu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\5-Col I ier-SCRWTPExpLocation 70 EVALUATION CRITERIA NO.6 // Recent, Current, and Projected Workloads of the Firm 29 IF �;. �m IS The Carollo team is confident that our key team members and firm have the capacity and resources to deliver your SCRWTP improvements project within your desired time frame and budget. Carollo is committed to providing the resources and key team members through fruition of this project AVAILABLE AND MOTIVATED The County will benefit from Carollo's established, Florida -based personnel for the efficient delivery of the SCRWTP improvements project. Chris Reinbold will serve as the project manager and Michael Boaz will be project engineer for Carollo. They are both committed to focusing on the SCRWTP improvement and expansion project. This focus provides continuity and enhances our ability to provide responsive quality service. They are fully supported by our Florida- and firm -wide resources to successfully complete the expansion project in an efficient, quality, and cost- effective manner. To support the concept of applying the best talent for specific assignments, our interoffice project delivery is proven and effective. All our offices have full computer WAN capabilities and video conferencing to support team interaction. In addition, all our projects are delivered through secure project websites, promoting seamless integration of the team, effective document version control, and complete and comprehensive documentation of all project records. CURRENT AND FUTURE WORKLOAD The current and predominant workload associated with the staff proposed for the SCRWTP improvements project are on -going assignments for Collier County, Sunrise, and SFWMD. This work is now being completed by fully -staffed offices in Sarasota and Palm Beach County, supplemented, as needed, by professionals elsewhere in Florida and in other states. To continue to deliver our work in a timely, responsive, and efficient manner, Carollo has augmented our staff with several new hires over the past several months. This includes staff ranging from new graduates to veteran (water/wastewater) project managers with 20 years of experience. Additionally, Carollo has been actively engaged in recruiting staff at all levels that share our passion and culture as a water/wastewater only firm. We are now well poised to continue augmenting our staff to meet our growing backlog. Our firm -wide workload committed to active and on -going projects generally ranges between 65 and 70 percent. The barrage of mergers and acquisitions in recent years has resulted in numerous highly talented and experienced engineers longing to return to a firm dedicated to water -related engineering. CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\6-Co11ier-SCRWTPExpWorkload 71 As one of the few firms in ENR's top 500 that practices exclusively water/ wastewater engineering, Carollo remains the employer of choice for such candidates and gives us a distinct advantage in matching current and future staff levels with workload in the most efficient and practical manner. In summary, and most importantly, we will develop a resource plan integral to the scope and schedule for the SCRWTP improvements project so we have the availability and best use of key project team members during each phase of the project. The graph below demonstrates a preliminary resource plan for the project. Chris Reinbold, PE Bob Cushing, PhD, PE, BCEE Michael Boaz, PE Brian LaMay, PE Vinnie Hart, PE Sandeep Sethi, PhD, PE Lyle Munce, PE Angelica Gregory, PhD, PE Lisa Arroyo, PE Mark Pellish, PE Norm Anderson, PE Joe Hanlon, PE Rich Warner, PE Munir AI-Suleh, PE Chuck Sinclair, PE Gerry Torres, DBIA Jared Brown, PE, LEED AP Kirk Martin, PG Project Manager Principal -in -Charge Project Engineer Quality Manager Technical Advisor, Evaluation Team Technical Advisor, Evaluation Team Technical Advisor, Evaluation Team Hydraulic Modeling Asset Management Electrical Engineer Electrical/Instrumentation & Controls PLC Programming/SCADA Engineer Structural Engineer Site/Civil Engineer Alternative Delivery Schedule Control/Resident Project Representative Site Permitting Consumptive Use Permitting All firms proposing for this work will promise to deliver when it comes to staff availability; Carollo's best testament to fulfilling that promise is our past performance —both in times of economic growth and economic downturn —for in all cases we stood firmly with our clients meeting budget, schedule, and their needs and expectations. We will do the same for Collier County! 25% 3000 30 0 30 0 30% 40% 40% 30 0 30% 300 40% 30% Z % 40% NOTE: Values represent averages. Key team members will prioritize time at critical points of the project to provide the necessary availability to meet scheduled activities, for some periods 100% of the time if needed. CAROLLO // QUALIFICATIONS // DECEMBER 2022 72 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\6-Co11ier-SCRWTPExpWorkload BUSINESS LICENSES db�r �,rr�as� ONLMIE SEAMES LICENSEE OEWLS linn..a InlwmaUon AoOh W a 4Fan•a N.111. YM.l.l+CKHM Man Atlb�.. 1W ia00 a toawq �Mrdnn'- tr.rmp... Couiry Cer��taamon Uru IicMUlMwmalkin LIC.nH T,pt 11.. Aprlplm$iGn RanA Er,AErmenramMam 4unif l.'un1DN IMM1ar¢N kfwh loam 6u��: I ir.n•u r dale AMT dY6 AMm Ya[&v0wnu 5P.d ww-Nl -$ Ahrnlw Mama. M LVMIALI V' CAROLLO ENGINEERS, 2056 VISTA PARKWAY SUITE 400 WESTPAkU BEACH FWkM 33411 PALM BEACH RpkUr I aZ'L r 1511 C.—I O W IIIkaMm ERacu+. Carollo evidence of active business license in Florida and Corporate Certificate Vow PHlpy LKFM M.gmulq� Wx lxam. Lemda.n State of Florida w....r.............Nw.+ w•w.w.v r.,w.-..r....,u...wr. �L Department of State I certify from the records of this office that CAROLLO ENGINEERS, INC. is a Delaware corporation authorized to transact business in the State of Florida, qualified on May 25, 2000. The document number of this corporation is F00000003055. I further certify that said corporation has paid all fees due this office through December 31, 2022, that its most recent annual report/uniform business report was filed on February 16, 2022, and that its status is active. I further certify that said corporation has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of the State of Florida at Tallahassee, the Capital, this the Twenty-first day of April, 2022 &�w Secretary of State Tracking Number: 0072372044CU To authenticate this certificate,visit the following site,enter this number, and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication CAROLLO // QUALIFICATIONS // DECEMBER 2022 73 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-Append!xForms PROFESSIONAL LICENSES Carollo licenses Ron DeSands, Governor � STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDERTHE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES REINBOLD, CHRISTOPHER T. 2056 VISTA PARKWAY SUITE 400 - WEST PALM BEACH FL 33411 LICENSE NUMBER: PE68639 EXPIRATION DATE: FEBRUARY 28, 2023 Always verify licenses online at MyFloridaLicensecom M Do not alter this document in any form. This is your license. It is u n DeSands, Governor STATE OF FLORIDA FBPE BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES SETHI, SANDEEP 301 NORTH CATTLEMEN RD STE 302 SARASOTA FL34232e C LICENSE NUMBER: PE72562 EXPIRATION DATE: FEBRUARY 28, 2023 Always verify licenses online at MyFloridaLicensecom o, o Do not alter this document in any form. ❑' * This is your license. It is unlawful for anyone other than the licensee to use this document Ron Desan[is. Governor Julie I. Bmwn,SecreGry FBPE STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES BOAZ, MICHAEL ALLEN7 T. t 167 RIVERA C1 ROYAL PALM BEACH FL33411 LICENSE NUMBER: PE92491 EXPIRATION DATE: FEBRUARY 28, 2023 Always verify licenses online a[ MyFloridaLicense.com o .�o Do not alter this document in any form. -❑� This is your license. It is unlawful for anyone other than the licensee to use this document. Ron DeSantix Govemor FBPE STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES CUSHING, ROBERT STANLEY 301 N. CATTLEMEN ROAD SUITE302 SARASOTA FL34232 LICENSE NUMBER: PE57828 EXPIRATION DATE: FEBRUARY 28,2023 Always verity licenses online at MyFloridaLicensecom o, o Do not alter this document in any form. H T This is your license. It is unlawful for anyone other than the licensee to use this document. Ron DeSantis. Governor FBPE .V,.N ?v.., STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDERTHE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES MUNCE, LYLE D.�" 2056 VISTAPARKWAY SUITE 400 WESTPALMBEACH FL 33411 r C LICENSE NUMBER: PE55097 EXPIRATION DATE: FEBRUARY 28, 2023 Always verify licenses online at MyFloridaLicense.com o, o Do not alter this document in any form. 0. This is your license. It is unlawful for anyone other than the licensee to use this document. 0n DesaMix Govemor FBPE STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN 15 LICENSED UNDER THE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES ECHAVARRIA GREGORY, MARIA ANGELICA 5893 NW 69TH WAY PARKLAND FL 33067 ,J LICENSE NUMBER: NUMBER: PE755833 EXPIRATION DATE: FEBRUARY 28, 2023 Always verity licenses online at MyFloridaLicensecom Do not alter this document in any form. 0 rc This is your license. It is unlawful for anyone other than the licensee to use this document. CAROLLO // QUALIFICATIONS // DECEMBER 2022 74 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-Append1xForms PROFESSIONAL LICENSES Ron DeSanNs, Govrrnor AE-pry- � STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDERTHE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES HANLON, JOSEPH JAMES 1844 CARDAMON DR. TRINITY FL34655 -05 LI fyY 8 EXPIRATION DATE: FEBRUARY28,2023 Always verify licenses online at MyFlorldaLlcens.. r Do not alter this document in any form. O`r This is your license. It is unlawful for anyone other than the licensee to use this document. n DeSantis, Govrrnor STATE OF FLORIDA AFBPE ,.,.r.w,. BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES ANDERSON, NORMAN E. 2600 SACINAW TR MAITLAND FL 32751 L LICENSE NUMBER: PE71642 EXPIRATION DATE: FEBRUARY 28, 2023 Always verify licenses online at MyFloridaLicens..com o >�o Do not alter this document in any form. O Thisisyour license. It is unlawful for anyone other than the licensee to use this document Ron DeSanti, ,0 Governor FBPE r.,r.,,, STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 47�1, FLORIDA STATUTES WARNER, RICHARD C. 4958 BUTLER NATIONAL DRIVE WESLEY CHAPEL FL 33543 LICENSE NUMBER: PE795772 EXPIRATION DATE: FEBRUARY 28, 2023 Always ver fy licenses online a[ MyFloridaLicense.com o. o Do not alter this document in any form. r This is your license. It is unlawful for anyone other than the licensee to use this document. Ron DeSantix Governor FBPE STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE PROVISION CHAPTER471, FLORIDA STATUTES ,SjOF 7 PELLISH, MARK A b Fq200 EAST ROBINSON STREET SUITE 1400 G1- ORLANDO FL 32801 ,r LICENSE NUMBER: PE46906 EXPIRATION DATE: FEBRUARY 28,2023 Always verity licenses online at MyFluddAicense.com H. o Do not alter this document in any form. 0 This is your license. It is unlawful for anyone other than the licensee to use this document. 0Ron DeSantis. Governor FBPE .V,.Nnv.,, STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDERTHE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES SINCLAIR, CHARLES THOMAS 951 FISH HOOKCOVE BRADENTON FL 34212 C LICENSE NUMBER: PE55293 EXPIRATION DATE: FEBRUARY 28, 2023 Always verify licenses online at MyFloridaLicense.com 0 a Do not alter this document in any form. DVThis is your license. It is unlawful for anyone other than the licensee to use this document. CAROLLO // QUALIFICATIONS // DECEMBER 2022 755 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-Append!xForms PROFESSIONAL LICENSES Johnson Engineering dUpr WWI* OBPR ONLVNE SERVICES sea.d. 6�r a Linisee .. •• .e.. apply rw a [,eenae wew AEpicnrm Srelue M6 E— Ia[pmrErr,n Lrcenaee 9ntaita I,inrirs I.fwlrrtbn .el61 nelw•que•t 11-- A /air rty Ho ne PM 1450M EMGFNEERI MG 1MC Ifdnnry nrm.1 Seerch ayin Rdbeea: M WK 1550 FORT HYEAS fN>rida ]]9O2 Cwmy IEF Lwenu Mrulup: Lleende Snlerma[ien LHmu Tyye Registry Rerh: Re9ia[ry raceme Harmer: fide 5tataE' Lxmwrc Pere: 051101191T Enyres. 5perial Q9aYlkatlnir quawlkatl effxtive STATE OF FLORIDA F B P E BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES BROWN, JARED ROY 363119TH AVE. SW NAPLES FL 341170000 L LICENSE NUMBER: PE60024 EXPIRATION DATE: FEBRUARY 28, 2023 Always verify licenses online at MyFloridaLicense.com o ,�o Do not alter this document in any form. _❑' This is your license. It is unlawful for anyone other than the licensee to use this document. EUd" n punmem nrAwf.m. m �. Ohuam NCemwmer Serricn 1.k9nse IQ lrrd of Vr,anJr,nol Yuer.:Jr,esaee Mr��pprr... m05 xpwf'nn l'k.ay T+IWErauv. ReHda3S>f9•i.WO Exp'valion ➢ax iebmuy 18, 203 Professional Surveyor and Mapper Business License U.I. the prwisiwc 4ChEpe R2,1-1-da %.- J0117190N ENGEiEEMC, INC 212230]VISON9I' FORT rdyxM 1%-"Ym'Ma NICOLE'NIK ' FRIED n Aiml."IDNm W AGRM-Va-It%µ. Tn uw mull ra neir+marae rpww.rEe wvr r r rEEerrn vo.•Nner want u �hnreayn,gr m_ Fawa S,wa The EcofogicdSbdecy ofAmeaxca 'FaundW1915 rule Eco ogfor fSactety of 4merica, upon recommendation of the Owntrof�rofessiomr(Certifwation, hem6y centTres that G(17L1P7. Zar1iSm meets the requirements as a certified Se+WEmCnWW andisgoveined by the Society's Code ofEthics. Certfedhy the -ologic lSociety ofAmencafrom June 1, 2018 through Tune 30, 2023 U is mmrdof fnwwfCerc� ewn Pude.e, Zmlogiru(5mey ojA.w'ka CAROLLO // QUALIFICATIONS // DECEMBER 2022 76 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-Append!xForms PROFESSIONAL LICENSES SOCOTEC db 11 n ib(r9KTu6 ONLINE SERVICES UCENSEE DETAILS a2a rote lnynnl A..rta•i.rw. Ll..n.••M1fbfm•0or, Iw+ 6000TEC COIrMi WD. WC ih•aan rin•ri w.ry•tan,•s Mw1Anb•fa 161WEMD$MEET Vw fam6L•q}y unpsvn NEW yORN -- 1WM r c County WT 0K STATE Ce+rwpFe.•i.nraae• yes, I—M-V MPARN AWI,0UM 16M FLOOR NEW ym Yaw AtpN�erAaw NEW y0li. My 1.10 r•,a Easn.b�Iv UoI—� iYRwnMA1sMIbx+n I. —Tap R•pi.vy ASST O•Ww••.ya 6Afww Rik R•W in, u e•+rn Ii.na. Nero► 612Ta 5tww C—I larvava•or• 01N1W.6 31a•cNl Ou•Idk•Oan• 0uixbc•tl0n Eif•cw• uf•rn.N N•aw. aana�an,,Ga.e,aor STATE OF FLORIDA F BPE BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES LUNDBERG, RICHARD PAUL 11109 ORANGEWOOD DR BONITA SPRINGS FL 34135 L LICENSE NUMBER: PE42644 EXPIRATION DATE: FEBRUARY 28, 2023 Always verify licenses online at MyFloridaLicense.com o, o Do not alter this document in any form. ❑'R This is your license. It is unlawful for anyone other than the licensee to use this document Water Science Associates Ron Debanas. Governor Melanie S.Griffin.secretary F d STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF PROFESSIONAL GEOLOGISTS THE PROFESSIONAL GEOLOGIST HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 492, FLORIDA STATUTES MARTIN, WILLIAM KIRK? CDM SMITH INC. WATER SCIENCE ASSOCIATES, INC. y 418 NW 37TH PL CAPE CORAL FL33993 LICENSE NUMBER: PG79� EXPIRATION DATE: JULY 31, 2024 Always verify licenses online a[ MyFloridaLi......com 0 o Do not alter this document in any form. 0 s This is your license. It is unlawful for anyone other than the licensee to use this document. State of Florida Department of State I certify from the records of this office that SOCOTEC CONSULTING, INC. is a corporation organized under the laws of the State of Florida, filed on May 13, 2015. The document number of this corporation is P15000043105. I further certify that said corporation has paid all fees due this office through December 31, 2021, that its most recent annual report/unifonn business report was filed on September 13, 2021, and that its status is active. I further certify that said corporation has not filed Articles of Dissolution Given under my hand and the GreatSeal ofthe State of Florid. at Tellah.ssee, the C.phai, this the Fifteenth day ofSeptemher, 2021 °� TrrE o Secretary Tracking Number: 59552MO46CU To -humor-[,— certificvle, Wtthe following altq -thianumber,avdIt- foliowtheinso-ucnonsdlrpNyod. hltpz:/(Serviceesuvbrz.orglFaivgzlCerlifiee[eO1SIeNelCertifieateAuthentieation State of Florida Department of State I certify from the records of this office that WATER SCIENCE ASSOCIATES, INC. is a corporation organized under the laws of the State of Florida, filed on August 9, 2013. The document number of this corporation is P 13000066587. I further certify that said corporation has paid all fees due this office through December 31, 2022, that its most recent annual report/unifcrm business report was filed on January 11, 2022, and that its status is active. I further certify that said corporation has not filed Articles of Dissolution. Given under my hand and the Great Sea[ fthe State of Florida of Tallahassee, the Capiml, this the Eleventh day of January, 2022 AM qW Secretary of State Trahfng Number: 21117259—C T. authenffcate this cert fl—,Ant Me following site,evter this number, antl ihrn f,fl— the iurtruedons dbplq d. M1ttps:I/suviceasnnbiz.org/4Ylivga/CerfiacefeOlSfafuslCertificaf Autbe iication CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-Append!xForms 77 Collier County Solicitation 22-8052 Co Yer Covanty Procurement Services Division Vendor Check List IMPORTANT: Please review carefully and submit with your Proposal/Bid. All applicable documents shall be submitted electronically through BidSync. Vendor should checkoff each of the following items. Failure to provide the applicable documents may deem you non-responsive/non-responsible. ❑X General Bid Instructions has been acknowledged and accepted. ❑X Collier County Purchase Order Terms and Conditions have been acknowledged and accepted. ❑X Form 1: Vendor Declaration Statement ❑X Form 2: Conflict of Interest Certification ❑X Proof of status from Division of Corporations - Florida Department of State (If work performed in the State) - http://dos.myflorida.com/sunbiz/ should be attached with your submittal. ❑X Vendor MUST be enrolled in the E-Verify - https://www.e-verify.gov/ at the time of submission of the proposal/bid. XN Form 3: Immigration Affidavit Certification MUST be signed and attached with your submittal. XN E-Verify Memorandum of Understanding or Company Profile page should be attached with your submittal. I� Form 4: Certification for Claiming Status as a Local Business, if applicable, has been executed and returned. Collier or Lee County Business Tax Receipt should be attached with your submittal to be considered. XN Form 5: Reference Questionnaire form must be utilized for each requested reference and included with your submittal, if applicable to the solicitation. XN Form 6: Grant Provisions and Assurances package in its entirety, if applicable, are executed and should be included with your submittal. ❑X Vendor W-9 Form. ❑X Vendor acknowledges Insurance Requirements and is prepared to produce the required insurance certificate(s) within five (5) days of the County's issuance of a Notice of Recommend Award. I®, The Bid Schedule has been completed and attached with your submittal, applicable to bids. ❑X Copies of all requested licenses and/or certifications to complete the requirements of the project. ❑X All addenda have been signed and attached. 0 County's IT Technical Architecture Requirements has been acknowledged and accepted, if applicable. 99 Any and all supplemental requirements and terms has been acknowledged and accepted, if applicable. CAROLLO // QUALIFICATIONS // DECEMBER 2022 78 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-AppendixForms Collier County Solicitation 22-8052 a Co Yer Covanty Procurement Services Division Form 1: Vendor Declaration Statement BOARD OF COUNTY COMMISSIONERS Collier County Government Complex Naples, Florida 34112 Dear Commissioners: The undersigned, as Vendor declares that this response is made without connection or arrangement with any other person and this proposal is in every respect fair and made in good faith, without collusion or fraud. The Vendor hereby declares the instructions, purchase order terms and conditions, requirements, and specifications/scope of work of this solicitation have been fully examined and accepted. The Vendor agrees, if this solicitation submittal is accepted by Collier County, to accept a Purchase Order as a form of a formal contract or to execute a Collier County formal contract for purposes of establishing a contractual relationship between the Vendor and Collier County, for the performance of all requirements to which this solicitation pertains. The Vendor states that the submitted is based upon the documents listed by the above referenced solicitation. The Vendor agrees to comply with the requirements in accordance with the terms, conditions and specifications denoted herein and according to the pricing submitted as a part of the Vendor's bids. Further, the Vendor agrees that if awarded a contract for these goods and/or services, the Vendor will not be eligible to compete, submit a proposal, be awarded, or perform as a sub -vendor for any future associated work that is a result of this awarded contract. IN WITNESS WHEREOF, WE have hereunto subscribed our names on this 17th day of November 2022in the County of Sarasota . in the State of Florida Firm's Legal Name Address: City, State, Zip Code: Florida Certificate of Authority Document Number Federal Tax Identification Number *CCR # or CAGE Code *Only if Grant Funded Telephone: Email Signature by: (Typed and written) Title: Carollo Engineers, Inc. 301 N Cattlemen Road #302 Sarasota, FL 34232 F00000003055 86-0899222 941-371-9832 rcushingC carollo.com Robert Cushing, PhD, PE, BCEE Senior Vice President CAROLLO // QUALIFICATIONS // DECEMBER 2022 79 BAPu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-AppendixForms Collier County Solicitation 22-8052 Additional Contact Information Send payments to: Carollo Engineers, Inc. (required if different from Company name used as payee above) Contact name: Jennifer Krause Title: Project Accountant Address: 301 N Cattlemen Road #302 City, State, ZIP Sarasota, FL 34232 Telephone: 941-371-9832 Email: jkrause@carollo.com Office servicing Collier County to place orders (required if different from above) Contact name: Robert Cushing, PhD, PE, BCEE Title: Senior Vice President Address: 301 N Cattlemen Road #302 City, State, ZIP Sarasota, FL 34232 Telephone: 941-371-9832 Email: rcushing@carollo.com CAROLLO // QUALIFICATIONS // DECEMBER 2022 $o B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-AppendixForms Collier County Solicitation 22-8052 Co ier County Procurement Services Division Form 2: Conflict of Interest Certification Affidavit The Vendor certifies that, to the best of its knowledge and belief, the past and current work on any Collier County project affiliated with this solicitation does not pose an organizational conflict as described by one of the three categories below: Biased ground rules — The firm has not set the "ground rules" for affiliated past or current Collier County project identified above (e.g., writing a procurement's statement of work, specifications, or performing systems engineering and technical direction for the procurement) which appears to skew the competition in favor of my firm. Impaired objectivity — The firm has not performed work on an affiliated past or current Collier County project identified above to evaluate proposals / past performance of itself or a competitor, which calls into question the contractor's ability to render impartial advice to the government. Unequal access to information — The firm has not had access to nonpublic information as part of its performance of a Collier County project identified above which may have provided the contractor (or an affiliate) with an unfair competitive advantage in current or future solicitations and contracts. In addition to this signed affidavit, the contractor / vendor must provide the following: 1. All documents produced as a result of the work completed in the past or currently being worked on for the above -mentioned project; and, 2. Indicate if the information produced was obtained as a matter of public record (in the "sunshine") or through non-public (not in the "sunshine") conversation (s), meeting(s), document(s) and/or other means. Failure to disclose all material or having an organizational conflict in one or more of the three categories above be identified, may result in the disqualification for future solicitations affiliated with the above referenced project(s). By the signature below, the firm (employees, officers and/or agents) certifies, and hereby discloses, that, to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned interest or activity (financial, contractual, organizational, or otherwise) which relates to the project identified above has been fully disclosed and does not pose an organizational conflict. Carollo Engineers, Inc. pany, Name Robert Cushing, PhD, PE, BCEE Signature Senior Vice President Print Name and Title State of Florida County of S aras ota The foregoing instrument was acknowledged before me by means of ❑ physical presence or ® online notarization, this 16th day of November (month), 2022 (year), by Michelle Ryan (name of person acknowledging). MICHELLE RYAN 'lll :� $- Notary Public - State of Florida '. Commission #GG 283438 (Signature of Notary Public) My Comm. Expires Dec 11, 2022 Michelle Ryan (Print, Type, or Stamp Commissioned Name of Notary Public) ersonally Known OR Produced Identification Type of Identification Produced CAROLLO // QUALIFICATIONS // DECEMBER 2022 81 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-Append!xForms Collier County Solicitation 22-8052 Co ier C014nty Procurement Services Division Form 3: Immigration Affidavit Certification This Affidavit is required and should be signed, by an authorized principal of the firm and submitted with formal solicitation submittals. Further, Vendors are required to be enrolled in the E-Verify program (httns://www.e-verify.gov/), at the time of the submission of the Vendor's proposal/bid. Acceptable evidence of your enrollment consists of a copy of the properly completed E- Verify Company Profile page or a copy of the fully executed E-Verify Memorandum of Understanding for the company which will be produced at the time of the submission of the Vendor's proposal/bid or within five (S) day of the County's Notice of Recommend Award. FAILURE TO EXECUTE THIS AFFIDAVIT CERTIFICATION AND SUBMIT WITH VENDOR'S PROPOSALBID MAY DEEM THE VENDOR'S AS NON -RESPONSIVE. Collier County will not intentionally award County contracts to any Vendor who knowingly employs unauthorized alien workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of the Immigration and Nationality Act ("INA"). Collier County may consider the employment by any Vendor of unauthorized aliens a violation of Section 274A (e) of the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA shall be grounds for unilateral termination of the contract by Collier County. Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 1986 Immigration Act and subsequent Amendment(s), that it is aware of and in compliance with the requirements set forth in Florida Statutes §448.095, and agrees to comply with the provisions of the Memorandum of Understanding with E-Verify and to provide proof of enrollment in The Employment Eligibility Verification System (E-Verify), operated by the Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the Vendor's proposal/bid. Carollo Engineers, Inc. C pany Name Robert Cushing, PhD, PE, BCEE Signature Senior Vice President Print Name and Title State of Florida County of S a ras ota The foregoing instrument was acknowledged before me by means of ❑ physical presence or ® online notarization, this 16th day of -November (month), 2022 (year), by Michelle Ryan (name of person acknowledging). H�MICHELLE RYAN -Ill Public da Signat(ure of Notary Public) Commission#GG2834I38 My Comm. Expires Dec 11, 2022 Michelle Ryan (Print, Type, or Stamp Commissioned Name of Notary Public) ersonally Known OR Produced Identification Type of Identification Produced CARDLLO // QUALIFICATIONS // DECEMBER 2022 82 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-AppendixForms +l cl.� EVbd . v.� Company ID Number:40635 Client Company ID Number:1491821 THE E-VERIFY MEMORANDUM OF UNDERSTANDING FOR EMPLOYERS USING A WEB SERVICES E-VERIFY EMPLOYER AGENT ARTICLE I PURPOSE AND AUTHORITY The parties to this agreement are the Department of Homeland Security (DHS), the Carollo Engineers, Inc. (Employer), and the Web Services E-Verify Employer Agent. The purpose of this agreement is to set forth terms and conditions which the Employer and the Web Services E-Verify Employer Agent will follow while participating in E-Verify. E-Verify is a program that electronically confirms an employee's eligibility to work in the United States after completion of Form 1-9, Employment Eligibility Verification (Form 1-9). This Memorandum of Understanding (MOU) explains certain features of the E-Verify program and describes specific responsibilities of the Employer, the E-Verify Employer Agent, the Social Security Administration (SSA), and DHS. References in this MOU to the Employer include the Web Services E-Verify Employer Agent when acting on behalf of the Employer. For purposes of this MOU, the E-Verify browser refers to the website that provides direct access to the E-Verify system: https:He-verify.uscis.gov/emp. You may access E-Verify directly free of charge via the E-Verify browser. Authority for the E-Verify program is found in Title IV, Subtitle A, of the Illegal Immigration Reform and Immigrant Responsibility Act of 1996 (IIRIRA), Pub. L. 104-208, 110 Stat. 3009, as amended (8 U.S.C. Section 1324a note). The Federal Acquisition Regulation (FAR) Subpart 22.18, "Employment Eligibility Verification" and Executive Order 12989, as amended, provide authority for Federal contractors and subcontractors (Federal contractor) to use E- Verify to verify the employment eligibility of certain employees working on Federal contracts. ARTICLE II RESPONSIBILITIES A. RESPONSIBILITIES OF THE EMPLOYER 1. For purposes of this MOU, references to the Employer include the Web Services E-Verify Employer Agent when acting on behalf of the Employer. 2. By enrolling in E-Verify and signing the applicable MOU, the Employer asserts that it is a legitimate company which intends to use E-Verify for legitimate purposes only and in accordance with the laws, regulations and DHS policies and procedures relating to the use of E-Verify. o r 3. The Employer agrees to display the following notices supplied by DHS (though the Web Services E-Verify A Employer Agent) in a prominent place that is clearly visible to prospective employees and all employees o who are to be verified through the system: z A. Notice of E-Verify Participation < B. Notice of Right to Work 4. The Employer agrees to provide to the SSA and DHS the names, titles, addresses, and telephone numbers of the Employer representatives to be contacted about E-Verify. The Employer also agrees to keep such information current by providing updated information to SSA and DHS whenever the representatives' contact information changes. 5. The Employer agrees to become familiar with and comply with the most recent version of theE-Verify User Manual. The Employer will obtain the E-Verify User Manual from the Web ServicesE-Verify Employer Agent, and will be notified by the Web Services E-Verify Employer Agent when a new version of the E-Verify User Manual becomes available. 6. The Employer agrees to comply with current Form 1-9 procedures, with two exceptions: A. If an employee presents a "List B" identity document, the Employer agrees to only accept "List B" documents that contain a photo. (List B documents identified in 8 C.F.R. 274a.2(b)(1)(B)) can be Page 1 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 83 B. Pursuits\Cllcnt50(SAR)ACollicrASCRWTPEx[) Prop1122\Indd\7-AppcndixForms E-Verify Y.off 11iiIi1 Company ID Number:40635 Client Company ID Number:1491821 presented during the Form 1-9 process to establish identity.) If an employee objects to the photo requirement for religious reasons, the Employer should contact E-Verify at 888-464-4218. B. If an employee presents a DHS Form 1-551 (Permanent Resident Card), Form 1-766 (Employment Authorization Document), or U.S. Passport or Passport Card to complete Form 1-9, the Employer agrees to make a photocopy of the document and to retain the photocopy with the employee's Form 1-9. The Employer will use the photocopy to verify the photo and to assist DHS with its review of photo mismatches that employees contest. DHS may in the future designate other documents that activate the photo screening tool. Note: Subject only to the exceptions noted previously in this paragraph, employees still retain the right to present any List A, or List B and List C, document(s) to complete the Form 1-9. 7. The Employer agrees to record the case verification number on the employee's Form 1-9 or to print the screen containing the case verification number and attach it to the employee's Form 1-9. 8. The Employer agrees that, although it participates in E-Verify, the Employer has a responsibility to complete, retain, and make available for inspection Forms 1-9 that relate to its employees, or from other requirements of applicable regulations or laws, including the obligation to comply with the antidiscrimination requirements of section 274B of the INA with respect to Form 1-9 procedures. A. The following modified requirements are the only exceptions to an Employer's obligation to not employ unauthorized workers and comply with the anti -discrimination provision of the INA: (1) List B identity documents must have photos, as described in paragraph 6 above; (2) When an Employer confirms the identity and employment eligibility of newly hired employee using E-Verify procedures, the Employer establishes a rebuttable presumption that it has not violated section 274A(a)(1)(A) of the Immigration and Nationality Act (INA) with respect to the hiring of that employee; (3) If the Employer receives a final nonconfirmation for an employee, but continues to employ that person, the Employer must notify DHS and the Employer is subject to a civil money penalty between $550 and $1,100 for each failure to notify DHS of continued employment following a final nonconfirmation; (4) If the Employer continues to employ an employee after receiving a final nonconfirmation, then the Employer is subject to a rebuttable presumption that it has knowingly employed an unauthorized alien in violation of section 274A(a)(1)(A); and (5) no E-Verify participant is civilly or criminally liable under any law for any action taken in good faith based on information provided through the E-Verify. B. DHS reserves the right to conduct Form 1-9 compliance inspections, as well as any other enforcement or compliance activity authorized by law, including site visits, to ensure proper use of E-Verify. 9. The Employer is strictly prohibited from creating an E-Verify case before the employee has been hired, meaning that a firm offer of employment was extended and accepted and Form 1-9 was completed. The Employer agrees to create an E-Verify case for new employees within three Employer business days after each employee has been hired (after both Sections 1 and 2 of Form 1-9 have been completed), and to complete as many steps of the E-Verify process as are necessary according to the E-Verify User Manual. If E- Verify is temporarily unavailable, the three-day time period will be extended until it is again operational in order to accommodate the Employer's attempting, in good faith, to make inquiries during the period of unavailability. n 0 10. The Employer agrees not to use E-Verify for pre -employment screening of job applicants, in support of any unlawful employment practice, or for any other use that this MOU or the E-Verify User Manual does not A authorize. 0 c 11. The Employer must use E-Verify (through its Web Services E-Verify Employer Agent) for all new employees. ZI The Employer will not verify selectively and will not verify employees hired before the effective date of this \ MOU. Employers who are Federal contractors may qualify for exceptions to this requirement as described in Article ILB of this MOU. m 12. The Employer agrees to follow appropriate procedures (see Article III below) regarding tentative nonconfirmations. The Employer must promptly notify employees in private of the finding and provide them with the notice and letter containing information specific to the employee's E-Verify case. The Employer agrees to provide both the English and the translated notice and letter for employees with limited English proficiency to employees. The Employer agrees to provide written referral instructions to employees and instruct affected employees to bring the English copy of the letter to the SSA. The Employer must allow employees to contest the finding, and not take adverse action against employees if they choose to contest the finding, while their case is still pending. Further, when employees contest a tentative nonconfirmation based upon a photo mismatch, the Employer must take additional steps (see Article III.B below) to contact DHS with information necessary to resolve the challenge. 13. The Employer agrees not to take any adverse action against an employee based upon the employee's Page 2 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CARDLLO // QUALIFICATIONS // DECEMBER 2022 84 R\PuriLits\Clicnt50(SAR)ACollierASCRWTPExpAProp1177\hdd\7-Ai)r 1( i,F( i ifv— - - E - eroff ..M.:._f 1_� =� Company ID Number:40635 Client Company ID Number:1491821 perceived employment eligibility status while SSA or DHS is processing the verification request unless the Employer obtains knowledge (as defined in 8 C.F.R. Section 274a.1(1)) that the employee is not work authorized. The Employer understands that an initial inability of the SSA or DHS automated verification system to verify work authorization, a tentative nonconfirmation, a case in continuance (indicating the need for additional time for the government to resolve a case), or the finding of a photo mismatch, does not establish, and should not be interpreted as, evidence that the employee is not work authorized. In any of such cases, the employee must be provided a full and fair opportunity to contest the finding, and if he or she does so, the employee may not be terminated or suffer any adverse employment consequences based upon the employee's perceived employment eligibility status (including denying, reducing, or extending work hours, delaying or preventing training, requiring an employee to work in poorer conditions, withholding pay, refusing to assign the employee to a Federal contract or other assignment, or otherwise assuming that he or she is unauthorized to work) until and unless secondary verification by SSA or DHS has been completed and a final nonconfirmation has been issued. If the employee does not choose to contest a tentative nonconfirmation or a photo mismatch or if a secondary verification is completed and a final nonconfirmation is issued, then the Employer can find the employee is not work authorized and terminate the employee's employment. Employers or employees with questions about a final nonconfirmation may call E-Verify at 1-888-464-4218 (customer service) or 1-888-897-7781 (worker hotline). 14. The Employer agrees to comply with Title VII of the Civil Rights Act of 1964 and section 274B of the INA as applicable by not discriminating unlawfully against any individual in hiring, firing, employment eligibility verification, or recruitment or referral practices because of his or her national origin or citizenship status, or by committing discriminatory documentary practices. The Employer understands that such illegal practices can include selective verification or use of E-Verify except as provided in part D below, or discharging or refusing to hire employees because they appear or sound "foreign" or have received tentative nonconfirmations. The Employer further understands that any violation of the immigration -related unfair employment practices provisions in section 274B of the INA could subject the Employer to civil penalties, back pay awards, and other sanctions, and violations of Title VII could subject the Employer to back pay awards, compensatory and punitive damages. Violations of either section 274B of the INA or Title VII may also lead to the termination of its participation in E-Verify. If the Employer has any questions relating to the anti -discrimination provision, it should contact OSC at 1-800-255-8155 or 1-800-237-2515 (TDD). 15. The Employer agrees that it will use the information it receives from E-Verify (through its Web Services E- Verify Employer Agent) only to confirm the employment eligibility of employees as authorized by this MOU. The Employer agrees that it will safeguard this information, and means of access to it (such as Personal Identification Numbers and passwords), to ensure that it is not used for any other purpose and as necessary to protect its confidentiality, including ensuring that it is not disseminated to any person other than employees of the Employer who are authorized to perform the Employer's responsibilities under this MOU except for such dissemination as may be authorized in advance by SSA or DHS for legitimate purposes. 16. The Employer agrees to notify DHS immediately in the event of a breach of personal information. Breaches are defined as loss of control or unauthorized access to E-Verify personal data. All suspected or confirmed breaches should be reported by calling 1-888-464-4218 or via email at E-Verify@dhs.gov. Please use "Privacy Incident - Password" in the subject line of your email when sending a breach report to E-Verify. 17. The Employer acknowledges that the information it receives from SSA through its Web ServicesE-Verify Employer Agent is governed by the Privacy Act (5 U.S.C. Section 552a(i)(1) and (3)) and the Social Security Act (42 U.S.C. 1306(a)). Any person who obtains this information under false pretenses or uses it for any purpose other than as provided for in this MOU may be subject to criminal penalties. 18. The Employer agrees to cooperate with DHS and SSA in their compliance monitoring and evaluation of E- Verify, which includes permitting DHS, SSA, their contractors and other agents, upon reasonable notice, to review Forms 1-9 and other employment records and to interview it and its employees regarding the Employer's use of E-Verify, and to respond in a prompt and accurate manner to DHS requests for information relating to their participation in E-Verify. 19. The Employer shall not make any false or unauthorized claims or references about its participation in E- Verify on its website, in advertising materials, or other media. The Employer shall not describe its services as federally -approved, federally -certified, or federally -recognized, or use language with a similar intent on its website or other materials provided to the public. Entering into this MOU does not mean that E-Verify endorses or authorizes your E-Verify services and any claim to that effect is false. 20. The Employer shall not state in its website or other public documents that any language used therein has been provided or approved by DHS, USCIS or the Verification Division, without first obtaining the prior written consent of DHS. 21. The Employer agrees that E-Verify trademarks and logos may be used only under license by DHS/USCIS (see M-795 (Web)) and, other than pursuant to the specific terms of such license, may not be used in any manner that might imply that the Employer's services, products, websites, or publications are sponsored by, endorsed by, licensed by, or affiliated with DHS, USCIS, or E-Verify. Page 3 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 855 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-Append!xForms EVbdfv- EW Company ID Number:40635 Client Company ID Number:1491821 22. The Employer understands that if it uses E-Verify procedures for any purpose other than as authorized by this MOU, the Employer may be subject to appropriate legal action and termination of its participation in E- Verify according to this MOU. B. RESPONSIBILITIES OF THE WEB SERVICES E-VERIFY EMPLOYER AGENT 1. The Web Services E-Verify Employer Agent agrees to complete its Web Services interface no later than six months after the date the Web Services User signs this MOU. E-Verify considers your interface to be complete once it has been built pursuant to the Interface Control Agreement (ICA), submitted to E-Verify for testing, and approved for system access. 2. The Web Services E-Verify Employer Agent agrees to perform sufficient maintenance on the Web Services interface in accordance with the requirements listed in the ICA. These requirements include, but are not limited to, updating the Web Services interface to ensure that any updates or enhancements are incorporated no later than six months after the issuance of an ICA. Web Services E-Verify Employer Agents should be aware that this will require the investment of time and resources. Compliance with the requirements of the ICA must be carried out to the satisfaction of DHS and or its assignees. 3. The Web Services E-Verify Employer Agent agrees to provide to SSA and/or DHS the names, titles, addresses, e-mail addresses, and telephone numbers of the Web Services E-Verify Employer Agent representative who will access information, as well as ensure cooperation, communication, and coordination with E-Verify. In addition, Web Services E-Verify Employer Agents must provide to SSA and/or DHS the names, titles, addresses, and telephone numbers of its clients and their staff who will access information through E-Verify. Web Services E-Verify Employer Agents must ensure the contact information is updated with SSA and DHS whenever the points of contact change. 4. The Web Services E-Verify Employer Agent agrees to become familiar with and comply with theE-Verify User Manual and provide a copy of the most current version of the manual to the Employer so that the Employer can become familiar with and comply with E-Verify policy and procedures. The Web Services E-Verify Employer Agent agrees to obtain a revised E-Verify User Manual as it becomes available and to provide a copy of the revised version to the Employer no later than 30 days after the manual becomes available. 5. The Web Services E-Verify Employer Agent agrees that any person accessing E-Verify on its behalf is trained on the most recent E-Verify policy and procedures. 6. The Web Services E-Verify Employer Agent agrees that any of its representatives who will perform employment verification cases will complete the E-Verify Tutorial before that individual initiates any cases. A. The Web Services E-Verify Employer Agent agrees that all of its representatives will take the refresher tutorials initiated by E-Verify as a condition of continued use of E-Verify, including any tutorials for Federal contractors, if any of the Employers represented by the Web Services E-Verify Employer Agent is a Federal contractor. B. Failure to complete a refresher tutorial will prevent the Web Services E-Verify Employer Agent and Employer from continued use of E-Verify. 7. The Web Services E-Verify Employer Agent agrees to grant E-Verify access only to current employees who need E-Verify access. The Web Services E-Verify Employer Agent must promptly terminate an employee's E- Verify access if the employee is separated from the company or no longer needs access to E-Verify. 8. The Web Services E-Verify Employer Agent agrees to obtain the necessary equipment to use E- Verify as 0 required by the E-Verify rules and regulations as modified from time to time. m 9. The Web Services E-Verify Employer Agent agrees to, consistent with applicable laws, regulations, and 0 policies, commit sufficient personnel and resources to meet the requirements of this MOU. C z 10. The Web Services E-Verify Employer Agent agrees to provide its clients with training on E-Verify processes, _< ZZ policies, and procedures. The E-Verify Employer Agent also agrees to provide its clients with ongoing E- Verify training as needed. E-Verify is not responsible for providing training to clients of E-Verify Employer n Agents. ? 11. The Web Services E-Verify Employer Agent agrees to provide the Employer with the notices described in Article II.B.2 below. 12. The Web Services E-Verify Employer Agent agrees to create E-Verify cases for the Employer it represents in accordance with the E-Verify Manual, the E-Verify Web -Based Tutorial and all other published E-Verify rules and procedures. The Web Services E-Verify Employer Agent will createE-Verify cases using information provided by the Employer and will immediately communicate the response back to the Employer. If E-Verify is temporarily unavailable, the three-day time period will be extended until it is again operational in order to accommodate the Web Services E-Verify Employer Agent's attempting, in good faith, to make inquiries on behalf of the Employer during the period of unavailability. If, however, the Web Services interface is unavailable due to no fault of E-Verify, then the three-day time period is not extended. In such a case, the Page 4 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 86 B:APursuits\CllcntK(SAR)ACollicrASCRWTPEx[) Prop1122\Indd\7-App( n: i,Friii i E-V fv� Company ID Number:40635 Client Company ID Number:1491821 Web Services E-Verify Employer Agent must use the E-Verify browser during the outage. 13. The Web Services E-Verify Employer Agent agrees to ensure that all notices, referral letters and any other materials otherwise including instructions regarding tentative nonconfirmations, will be consistent with the most current E-Verify tentative nonconfirmation notices and referral letters, which are available on E-Verify's website. 14. The Web Services E-Verify Employer Agent agrees that any system or interface it develops will follow the steps for creating E-Verify cases and processing tentative nonconfirmations, as laid out in the ICA, this MOU and the User Manual, including but not limited to allowing an employer to close an invalid case where appropriate, allowing an employer to refer a tentative nonconfirmation only when an employee chooses to contest a tentative nonconfirmation (no automatic referrals), and referring a tentative nonconfirmation to the appropriate agency at the time the employer prints the referral letter and provides the letter to the employee. The Web Services E-Verify Employer Agent understands that any failure to make its system or interface consistent with proper E-Verify procedures can result in DHS terminating the Web Services E-Verify Employer Agent's agreement and access with or without notice. 15. When the Web Services E-Verify Employer Agent receives notice from a client company that it has received a contract with the FAR clause, then the Web Services E-Verify Employer Agent must update the company's E-Verify profile within 30 days of the contract award date. 16. If data is transmitted between the Web Services E-Verify Employer Agent and its client, then the Web Services E-Verify Employer Agent agrees to protect personally identifiable information during transmission to and from the Web Services E-Verify Employer Agent. 17. The Web Services E-Verify Employer Agent agrees to notify DHS immediately in the event of a breach of personal information. Breaches are defined as loss of control or unauthorized access toE-Verify personal data. All suspected or confirmed breaches should be reported by calling 1-888-464-4218 or via email at . Please use "Privacy Incident - Password" in the subject line of your email when sending a breach report to E- Verify. 18. The Web Services E-Verify Employer Agent agrees to fully cooperate with DHS and SSA in their compliance monitoring and evaluation of E-Verify, including permitting DHS, SSA, their contractors and other agents, upon reasonable notice, to review Forms 1-9, employment records, and all records pertaining to the Web Services E-Verify Employer Agent's use of E-Verify, and to interview it and its employees regarding the use of E-Verify, and to respond in a timely and accurate manner to DHS requests for information relating to their participation in E-Verify. A. The Web Services E-Verify Employer Agent agrees to cooperate with DHS if DHS requests information about the Web Services E-Verify Employer Agent's interface, including requests by DHS to view the actual interface operated by the Web Services E-Verify Employer Agent as well as related business documents. The Web Services E-Verify Employer Agent agrees to demonstrate for DHS the functionality of its interface to E-Verify upon request. B. The Web Services E-Verify Employer Agent agrees to demonstrate, if requested by DHS, that it has provided training to its clients that meets E-Verify standards. Training programs must provide a focused study of the topics covered in the E-Verify User Manual and pertinent Supplemental Guides. Furthermore, training programs and materials must be updated as E-Verify changes occur. The Web Services E-Verify Employer Agent is encouraged to incorporate information from existing E-Verify n materials, including the Enrollment Quick Reference Guide, the E-Verify Employer Agent Client 0 r Handbook (formerly known as the Designated Agent Client Handbook), and existing tutorials and m manuals into their training program. E-Verify also encourages the Web Services E-Verify Employer Agent to supervise first-time use of the E-Verify browser or Web Services interface by its staff and Employer clients as part of any training program. The Web Services E-Verify Employer Agent agrees ZI to submit its training program materials to DHS for review upon request. _< Failure to provide adequate training could, in some instances, lead to penalties as described in n Article V.F.1. of this MOU. S 19. The Web Services E-Verify Employer Agent shall not make any false or unauthorized claims or references about its participation in E-Verify on its website, in advertising materials, or other media. The Web Services E-Verify Employer Agent shall not describe its services as federally -approved, federally -certified, or federally -recognized, or use language with a similar intent on its website or other materials provided to the public. Entering into this MOU does not mean that E-Verify endorses or authorizes your Web Services E- Verify Employer Agent services and any claim to that effect is false. 20. The Web Services E-Verify Employer Agent shall not state in its website or other public documents that any language used therein has been provided or approved by DHS, USCIS or the Verification Division, without first obtaining the prior written consent of DHS. 21. The Web Services E-Verify Employer Agent agrees that E-Verify trademarks and logos may be used only Page 5 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 87 B:APursuits\Cllcrt50(SAR)ACollicrASCRWTPExpAProp1122\Iridd\7-ApperidixFnrm E-Verifv, Company ID Number:40635 Client Company ID Number:1491821 under license by DHS/USCIS (see ) and, other than pursuant to the specific terms of such license, may not be used in any manner that might imply that the Web Services E-Verify Employer Agent's services, products, websites, or publications are sponsored by, endorsed by, licensed by, or affiliated with DHS, USCIS, or E- Verify. 22. The Web Services E-Verify Employer Agent understands that if it uses E-Verify procedures for any purpose other than as authorized by this MOU, the Web Services E-Verify Employer Agent may be subject to appropriate legal action and termination of its participation in E-Verify according to this MOU. C. RESPONSIBILITIES OF FEDERAL CONTRACTORS The Web Services E-Verify Employer Agent shall ensure that the Web Services E-Verify Employer Agent and the Employers it represents carry out the following responsibilities if the Employer is a Federal contractor or becomes a federal contractor. The Web Services E-Verify Employer Agent should instruct the client to keep the Web Services E- Verify Employer Agent informed about any changes or updates related to federal contracts. It is the Web Services E- Verify Employer Agent's responsibility to ensure that its clients are in compliance with all E-Verify policies and procedures. 1. If the Employer is a Federal contractor with the FAR E-Verify clause subject to the employment verification terms in Subpart 22.18 of the FAR, it will become familiar with and comply with the most current version of the E-Verify User Manual for Federal Contractors as well as the E-Verify Supplemental Guide for Federal Contractors. 2. In addition to the responsibilities of every employer outlined in this MOU, the Employer understands that if it is a Federal contractor subject to the employment verification terms in Subpart 22.18 of the FAR it must verify the employment eligibility of any "employee assigned to the contract" (as defined in FAR 22.1801). Once an employee has been verified through E-Verify by the Employer, the Employer may not reverify the employee through E-Verify. A. An Employer that is not enrolled in E-Verify as a Federal contractor at the time of a contract award must enroll as a Federal contractor in the E-Verify program within 30 calendar days of contract award and, within 90 days of enrollment, begin to verify employment eligibility of new hires using E- Verify. The Employer must verify those employees who are working in the United States, whether or not they are assigned to the contract. Once the Employer begins verifying new hires, such verification of new hires must be initiated within three business days after the hire date. Once enrolled in E-Verify as a Federal contractor, the Employer must begin verification of employees assigned to the contract within 90 calendar days after the date of enrollment or within 30 days of an employee's assignment to the contract, whichever date is later. B. Employers enrolled in E-Verify as a Federal contractor for 90 days or more at the time of a contract award must use E-Verify to begin verification of employment eligibility for new hires of the Employer who are working in the United States, whether or not assigned to the contract, within three business days after the date of hire. If the Employer is enrolled in E-Verify as a Federal contractor for 90 calendar days or less at the time of contract award, the Employer must, within 90 days of enrollment, begin to use E-Verify to initiate verification of new hires of the contractor who are working in the United States, whether or not assigned to the contract. Such verification of new hires must be initiated within three business days after the date of hire. An Employer enrolled as a Federal contractor in E-Verify must begin verification of each employee assigned to the contract n within 90 calendar days after date of contract award or within 30 days after assignment to the contract, whichever is later. A C. Federal contractors that are institutions of higher education (as defined at 20 U.S.C. 1001(a)), state o or local governments, governments of Federally recognized Indian tribes, or sureties performing ZI under a takeover agreement entered into with a Federal agency under a performance bond may choose to only verify new and existing employees assigned to the Federal contract. Such Federal contractors may, however, elect to verify all new hires, and/or all existing employees hired after n November 6, 1986. Employers in this category must begin verification of employees assigned to the contract within 90 calendar days after the date of enrollment or within 30 days of an employee's assignment to the contract, whichever date is later. D. Upon enrollment, Employers who are Federal contractors may elect to verify employment eligibility of all existing employees working in the United States who were hired after November 6, 1986, K instead of verifying only those employees assigned to a covered Federal contract. After enrollment, Employers must elect to verify existing staff following DHS procedures and begin E-Verify n verification of all existing employees within 180 days after the election. o E. The Employer may use a previously completed Form 1-9 as the basis for creating an E-Verify case for X an employee assigned to a contract as long as: D i. That Form 1-9 is complete (including the SSN) and complies with Article II.A.6, Page 6 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CARDLLO // QUALIFICATIONS // DECEMBER 2022 B.APursuits\Clicnt50(SAR)ACollicrASCRWTPExpAProp1177\hdd\7-AhPcndixFnm) 88 *J;, rifv- EW '., III IIII ylS':RF Company ID Number:40635 Client Company ID Number:1491821 ii. The employee's work authorization has not expired, and iii. The Employer has reviewed the information reflected in the Form 1-9 either in person or in communications with the employee to ensure that the employee's Section 1, Form 1-9 attestation has not changed (including, but not limited to, a lawful permanent resident alien having become a naturalized U.S. citizen). F. The Employer shall complete a new Form 1-9 consistent with Article II.A.6 or update the previous Form 1-9 to provide the necessary information if: i. The Employer cannot determine that Form 1-9 complies with Article II.A.6, ii. The employee's basis for work authorization as attested in Section 1 has expired or changed, or iii. The Form 1-9 contains no SSN or is otherwise incomplete. Note: If Section 1 of Form 1-9 is otherwise valid and up-to-date and the form otherwise complies with Article II.C.5, but reflects documentation (such as a U.S. passport or Form I- 551) that expired after completing Form 1-9, the Employer shall not require the production of additional documentation, or use the photo screening tool described in Article II.A.5, subject to any additional or superseding instructions that may be provided on this subject in the E- Verify User Manual. G. The Employer agrees not to require a second verification using E-Verify of any assigned employee who has previously been verified as a newly hired employee under this MOU or to authorize verification of any existing employee by any Employer that is not a Federal contractor based on this Article. 3. The Employer understands that if it is a Federal contractor, its compliance with this MOU is a performance requirement under the terms of the Federal contract or subcontract, and the Employer consents to the release of information relating to compliance with its verification responsibilities under this MOU to contracting officers or other officials authorized to review the Employer's compliance with Federal contracting requirements. D. RESPONSIBILITIES OF SSA 1. SSA agrees to allow DHS to compare data provided by the Employer (through the E-Verify Employer Agent) against SSA's database. SSA sends DHS confirmation that the data sent either matches or does not match the information in SSA's database. 2. SSA agrees to safeguard the information the Employer provides (through the E-Verify Employer Agent) through E-Verify procedures. SSA also agrees to limit access to such information, as is appropriate by law, to individuals responsible for the verification of Social Security numbers or responsible for evaluation of E- Verify or such other persons or entities who may be authorized by SSA as governed by the Privacy Act (5 U.S.C. Section 552a), the Social Security Act (42 U.S.C. 1306(a)), and SSA regulations (20 CFR Part 401). 3. SSA agrees to provide case results from its database within three Federal Government work days of the initial inquiry. E-Verify provides the information to the E-Verify Employer Agent. 4. SSA agrees to update SSA records as necessary if the employee who contests the SSA tentative n nonconfirmation visits an SSA field office and provides the required evidence. If the employee visits an SSA 0 r field office within the eight Federal Government work days from the date of referral to SSA, SSA agrees to m update SSA records, if appropriate, within the eight -day period unless SSA determines that more than eight days may be necessary. In such cases, SSA will provide additional instructions to the employee. If the employee does not visit SSA in the time allowed, E-Verify may provide a final nonconfirmation to the E-Verify ZI Employer Agent. _< ZZ Note: If an Employer experiences technical problems, or has a policy question, the employer should contact E-Verify at 1-888-464-4218. E. RESPONSIBILITIES OF DHS 1. DHS agrees to provide the Employer with selected data from DHS databases to enable the Employer (through the E-Verify Employer Agent) to conduct, to the extent authorized by this MOU: A. Automated verification checks on alien employees by electronic means, and B. Photo verification checks (when available) on employees. 2. DHS agrees to assist the E-Verify Employer Agent with operational problems associated with its participation in E-Verify. DHS agrees to provide the E-Verify Employer Agent names, titles, addresses, and telephone numbers of DHS representatives to be contacted during the E-Verify process. Page 7 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 89 B. Pursuits\CllcntK(SAR)ACollici SCRWTPEx[) Prop1122\Indd\7-App( n: ixF( iii E-Verifv- orLt.L1S':6F Company ID Number:40635 Client Company ID Number:1491821 3. DHS agrees to provide to the E-Verify Employer Agent with access to E-Verify training materials as well as an E-Verify User Manual that contain instructions on E-Verify policies, procedures, and requirements for both SSA and DHS, including restrictions on the use of E-Verify. 4. DHS agrees to train E-Verify Employer Agents on all important changes made to E-Verify through the use of mandatory refresher tutorials and updates to the E-Verify User Manual. Even without changes to E-Verify, DHS reserves the right to require E-Verify Employer Agents to take mandatory refresher tutorials. 5. DHS agrees to provide to the Employer (through the E-Verify Employer Agent) a notice, which indicates the Employer's participation in E-Verify. DHS also agrees to provide to the Employer anti -discrimination notices issued by the Office of Special Counsel for Immigration -Related Unfair Employment Practices (OSC), Civil Rights Division, U.S. Department of justice. 6. DHS agrees to issue each of the E-Verify Employer Agent's E-Verify users a unique user identification number and password that permits them to log in to E-Verify. 7. DHS agrees to safeguard the information the Employer provides (through the E-Verify Employer Agent), and to limit access to such information to individuals responsible for the verification process, for evaluation of E- Verify, or to such other persons or entities as may be authorized by applicable law. Information will be used only to verify the accuracy of Social Security numbers and employment eligibility, to enforce the INA and Federal criminal laws, and to administer Federal contracting requirements. 8. DHS agrees to provide a means of automated verification that provides (in conjunction with SSA verification procedures) confirmation or tentative nonconfirmation of employees' employment eligibility within three Federal Government work days of the initial inquiry. 9. DHS agrees to provide a means of secondary verification (including updating DHS records) for employees who contest DHS tentative nonconfirmations and photo mismatch tentative nonconfirmations. This provides final confirmation or nonconfirmation of the employees' employment eligibility within 10 Federal Government work days of the date of referral to DHS, unless DHS determines that more than 10 days may be necessary. In such cases, DHS will provide additional verification instructions. ARTICLE III REFERRAL OF INDIVIDUALS TO SSA AND DHS A. REFERRAL TO SSA 1. If the Employer receives a tentative nonconfirmation issued by SSA, the Employer must print the notice as directed by E-Verify. The Employer must promptly notify employees in private of the finding and provide them with the notice and letter containing information specific to the employee's E-Verify case. The Employer also agrees to provide both the English and the translated notice and letter for employees with limited English proficiency to employees. The Employer agrees to provide written referral instructions to employees and instruct affected employees to bring the English copy of the letter to the SSA. The Employer must allow employees to contest the finding, and not take adverse action against employees if they choose to contest the finding, while their case is still pending. 2. The Employer agrees to obtain the employee's response about whether he or she will contest the tentative nonconfirmation as soon as possible after the Employer receives the tentative nonconfirmation. Only the employee may determine whether he or she will contest the tentative nonconfirmation. o r r 3. After a tentative nonconfirmation, the Employer will refer employees to SSA field offices only as directed by A E-Verify. The Employer must record the case verification number, review the employee information o submitted to E-Verify to identify any errors, and find out whether the employee contests the tentative z nonconfirmation. The Employer will transmit the Social Security number, or any other corrected employee ZI information that SSA requests, to SSA for verification again if this review indicates a need to do so. 4. The Employer will instruct the employee to visit an SSA office within eight Federal Government work days. SSA will electronically transmit the result of the referral to the Employer within 10 Federal Government work days of the referral unless it determines that more than 10 days is necessary. 5. While waiting for case results, the Employer agrees to check the E-Verify system regularly for case updates. 6. The Employer agrees not to ask the employee to obtain a printout from the Social Security Administration number database (the Numident) or other written verification of the SSN from the SSA. B. REFERRAL TO DHS 1. If the Employer receives a tentative nonconfirmation issued by DHS, the Employer must promptly notify employees in private of the finding and provide them with the notice and letter containing information specific to the employee's E-Verify case. The Employer also agrees to provide both the English and the translated notice and letter for employees with limited English proficiency to employees. The Employer must Page 8 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CARDLLO // QUALIFICATIONS // DECEMBER 2022 B.APursuits\Clicnt50(SAR)ACollicrASCRWTPExpAPm[)1177\hdd\7-AhPcndixFnrrn 90 �U A EiibdfV_off Company ID Number:40635 Client Company ID Number:1491821 allow employees to contest the finding, and not take adverse action against employees if they choose to contest the finding, while their case is still pending. 2. The Employer agrees to obtain the employee's response about whether he or she will contest the tentative nonconfirmation as soon as possible after the Employer receives the tentative nonconfirmation. Only the employee may determine whether he or she will contest the tentative nonconfirmation. 3. The Employer agrees to refer individuals to DHS only when the employee chooses to contest a tentative nonconfirmation. 4. If the employee contests a tentative nonconfirmation issued by DHS, the Employer will instruct the employee to contact DHS through its toll -free hotline (as found on the referral letter) within eight Federal Government work days. 5. If the Employer finds a photo mismatch, the Employer must provide the photo mismatch tentative nonconfirmation notice and follow the instructions outlined in paragraph 1 of this section for tentative nonconfirmations, generally. 6. The Employer agrees that if an employee contests a tentative nonconfirmation based upon a photo mismatch, the Employer will send a copy of the employee's Form 1-551, Form 1-766, U.S. Passport, or passport card to DHS for review by: A. Scanning and uploading the document, or B. Sending a photocopy of the document by express mail (furnished and paid for by the employer). 7. The Employer understands that if it cannot determine whether there is a photo match/mismatch, the Employer must forward the employee's documentation to DHS as described in the preceding paragraph. The Employer agrees to resolve the case as specified by the DHS representative who will determine the photo match or mismatch. 8. DHS will electronically transmit the result of the referral to the Employer within 10 Federal Government work days of the referral unless it determines that more than 10 days is necessary. 9. While waiting for case results, the Employer agrees to check the E-Verify system regularly for case updates. ARTICLE IV SERVICE PROVISIONS A. NO SERVICE FEES 1. SSA and DHS will not charge the Employer or the Web Services E-Verify Employer Agent for verification services performed under this MOU. The Employer is responsible for providing equipment needed to make inquiries. To access E-Verify, an Employer will need a personal computer with Internet access. ARTICLE V SYSTEM SECURITY AND MAINTENANCE A. DEVELOPMENT REQUIREMENTS n 0 1. Software developed by Web Services E-Verify Employer Agents must comply with federally -mandated information security policies and industry security standards to include but not limited to: A 2. Public Law 107-347, "E-Government Act of 2002, Title III, Federal Information Security Management Act (FISMA)," December 2002. ZI 3. Office of Management and Budget (OMB) Memorandum (M-10-15), TY 2010 Reporting Instructions for the Federal Information Security Management Act and Agency Privacy Management," April 2010. n 4. National Institute of Standards and Technology (NIST) Special Publication (SP) and Federal Information Processing Standards Publication (FIPS). 5. International Organization for Standardization/International Electrotechnical Commission (ISO/IEC) 27002, 0 Information Technology - Security Techniques - Code of Practice for Information Security Management. m 6. The Web Services E-Verify Employer Agent agrees to update its Web Services interface to reflect system enhancements within six months from the date DHS notifies the Web Services User of the system update. The Web Services User will receive notice from DHS in the form of an Interface Control Agreement (ICA). The Web Services E-Verify Employer Agent agrees to institute changes to its interface as identified in the ICA, including all functionality identified and all data elements detailed therein. 7. The Web Services E-Verify Employer Agent agrees to demonstrate progress of its efforts to update its Web Services interface if and when DHS requests such progress reports. Page 9 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CARDLLO // QUALIFICATIONS // DECEMBER 2022 91 R. \PurSLits\Clicnt50(SAR)ACol icri SCRWTPFxpAP-op1177 hcd'7 Appr nrI Fnimc i� E-Verifv- p or Company ID Number:40635 Client Company ID Number:1491821 8. The Web Services E-Verify Employer Agent acknowledges that if its system enhancements are not completed to the satisfaction of DHS or its assignees within six months from the date DHS notifies the Web Services User of the system update, then the Web Services User's E-Verify account may be suspended, and support for previous releases of E-Verify may no longer be available to the Web Services User. The Web Services E-Verify Employer Agent also acknowledges that DHS may suspend the Web Services User's account after the six-month period has elapsed. 9. The Web Services E-Verify Employer Agent agrees to incorporate error handling logic into its development or software to accommodate and act in a timely fashion should an error code be returned. 10. The Web Services E-Verify Employer Agent agrees to complete the technical requirements testing which is confirmed upon receiving approval of test data and connectivity between the Web Services E-Verify Employer Agent and DHS. 11. DHS will not reimburse any Web Services E-Verify Employer Agent or software developer who has expended resources in the development or maintenance of a Web Services interface if that party is unable, or becomes unable, to meet any of the requirements set forth in this MOU. 12. Housing, development, infrastructure, maintenance, and testing of the Web Services applications may take place outside the United States and its territories, but testing must be conducted to ensure that the code is correct and secure. 13. If the Web Services E-Verify Employer Agent includes an electronic Form 1-9 as part of its interface, then it must comply with the standards for electronic retention of Form 1-9 found in 8 CFR 274a.2(e). B. INFORMATION SECURITY REQUIREMENTS Web Services E-Verify Employer Agents performing verification services under this MOU must ensure that information that is shared between the Web Services E-Verify Employer Agent and DHS is appropriately protected comparable to the protection provided when the information is within the DHS environment [OMB Circular A-130 Appendix III]. To achieve this level of information security, the Web Services E-Verify Employer Agent agrees to institute the following procedures: 1. Conduct periodic assessments of risk, including the magnitude of harm that could result from the unauthorized access, use, disclosure, disruption, modification, or destruction of information and information systems that support the operations and assets of the DHS, SSA, and the Web ServicesE-Verify Employer Agent and its clients; 2. Develop policies and procedures that are based on risk assessments, cost-effectively reduce information security risks to an acceptable level, and ensure that information security is addressed throughout the life cycle of each organizational information system; 3. Implement subordinate plans for providing adequate information security for networks, facilities, information systems, or groups of information systems, as appropriate; 4. Conduct security awareness training to inform the Web Services E-Verify Employer Agent's personnel (including contractors and other users of information systems that support the operations and assets of the organization) of the information security risks associated with their activities and their responsibilities in n complying with organizational policies and procedures designed to reduce these risks; 0 r r 5. Develop periodic testing and evaluation of the effectiveness of information security policies, procedures, practices, and security controls to be performed with a frequency depending on risk, but no less than once o per year; z 6. Develop a process for planning, implementing, evaluating, and documenting remedial actions to address _< ZZ any deficiencies in the information security policies, procedures, and practices of the organization; 7. Implement procedures for detecting, reporting, and responding to security incidents; 8. Create plans and procedures to ensure continuity of operations for information systems that support the operations and assets of the organization; 9. In information -sharing environments, the information owner is responsible for establishing the rules for appropriate use and protection of the subject information and retains that responsibility even when the information is shared with or provided to other organizations [NIST SP 800-37]. 10. DHS reserves the right to restrict Web Services calls from certain IP addresses. 11. DHS reserves the right to audit the Web Services E-Verify Employer Agent's application. 12. Web Services E-Verify Employer Agents and Software Developers agree to cooperate willingly with the DHS assessment of information security and privacy practices used by the company to develop and maintain the Page 10 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 92 B. Pursuits\CllcntK(SAR)ACollicrASCRWTPEx[) Prop1122\Indd\7-App( n: i,Friii J_� d off _. Illilll Company ID Number:40635 Client Company ID Number:1491821 software. C. DATA PROTECTION AND PRIVACY REQUIREMENTS 1. Web Services E-Verify Employer Agents must practice proper Internet security; this means using HTTP over SSL/TLS (also known as HTTPS) when accessing DHS information resources such as E-Verify [NIST SP 800- 951. Internet security practices like this are necessary because Simple Object Access Protocol (SOAP), which provides a basic messaging framework on which Web Services can be built, allows messages to be viewed or modified by attackers as messages traverse the Internet and is not independently designed with all the necessary security protocols for E-Verify use. 2. In accordance with DHS standards, the Web Services E-Verify Employer Agent agrees to maintain physical, electronic, and procedural safeguards to appropriately protect the information shared under this MOU against loss, theft, misuse, unauthorized access, and improper disclosure, copying use, modification or deletion. 3. Any data transmission requiring encryption shall comply with the following standards: A. Products using FIPS 197 Advanced Encryption Standard (AES) algorithms with at least 256-bit encryption that has been validated under FIPS 140-2. B. NSA Type 2 or Type 1 encryption. 4. User ID Management (Set Standard): All information exchanged between the parties under this MOU will be done only through authorized Web Services E-Verify Employer Agent representatives identified above. 5. The Web Services E-Verify Employer Agent agrees to use the E-Verify browser instead of its own interface if it has not yet upgraded its interface to comply with the Federal Acquisition Regulation (FAR) system changes. In addition, Web Services E-Verify Employer Agents whose interfaces do not support the Form 1-9 from 2/2/2009 or 8/7/2009 should also use the E-Verify browser until the system upgrade is completed. 6. The Web Services E-Verify Employer Agent agrees to use the E-Verify browser instead of its own interface if it has not completed updates to its system within six months from the date DHS notifies the Web Services E- Verify Employer Agent of the system update. The Web Services E-Verify Employer Agent can resume use of its interface once it is up-to-date, unless the Web Services E-Verify Employer Agent has been suspended or terminated from continued use of the system. D. COMMUNICATIONS 1. Web Services E-Verify Employer Agents and Software Developers agree to develop an electronic system that is not subject to any agreement that would restrict access to and use of by an agency of the United States. 2. The Web Services E-Verify Employer Agent agrees to develop effective controls to ensure the integrity, accuracy and reliability of its electronic system. 3. The Web Services E-Verify Employer Agent agrees to develop an inspection and quality assurance program that regularly, at least once per year, evaluates the electronic system, and includes periodic checks of electronically stored information. The Web Services E-Verify Employer Agent agrees to share the results of its regular inspection and quality assurance program with DHS upon request. n 0 4. The Web Services E-Verify Employer Agent agrees to develop an electronic system with the ability to F produce legible copies of applicable notices, letters, etc. A 5. All information exchanged between the parties under this MOU will be in accordance with applicable laws, 0 regulations, and policies, including but not limited to, information security guidelines of the sending party ZI with respect to any information that is deemed Personally Identifiable Information (PII), including but not _< ZZ limited to the employee or applicant's Social Security number, alien number, date of birth, or other information that may be used to identify the individual. n 6. Suspected and confirmed information security breaches must be reported to DHS according to Article II.A.17. Reporting such breaches does not relieve the Web Services E-Verify Employer Agent from further requirements as directed by state and local law. The Web Services E-Verify Employer Agent is subject to applicable state laws regarding data protection and incident reporting in addition to the requirements herein. E. SOFTWARE DEVELOPER RESTRICTIONS 1. The Web Services E-Verify Employer Agent agrees that if it develops a Web Services interface and sells such interface, then it can be held liable for any misuse by the company that purchases the interface. It is the responsibility of the Web Services E-Verify Employer Agent to ensure that its interface is used in accordance with E-Verify policies and procedures. Page 11 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CARDLLO // QUALIFICATIONS // DECEMBER 2022 R \PurSuts CI i s n t50(SA R)ACo I icri SCRWTPFxpAP-op1177 l'icd\7 App n .izFriii 93 r=-VerifV_ EW Company ID Number:40635 Client Company ID Number:1491821 2. The Web Services E-Verify Employer Agent agrees to provide software updates to each client who purchases its software. Because of the frequency Web Services updates, an ongoing relationship between the software developer and the client is necessary. 3. DHS reserves the right to terminate the access of any software developer with or without notice who creates or uses an interface that does not comply with E-Verify procedures. 4. Web Services Software Developers pursuing software development independent of serving clients as a Web Services E-Verify Employer Agent are not eligible to receive an ICA. At this time, E-Verify does not permit Web Services software development without also being a Web Services E-Verify Employer Agent or Web Services Employer. F. PENALTIES 1. The Web Services E-Verify Employer Agent agrees that any failure on its part to comply with the terms of the MOU may result in account suspension, termination, or other adverse action. 2. DHS is not liable for any financial losses to Web Services E-Verify Employer Agent, its clients, or any other party as a result of your account suspension or termination. ARTICLE VI MODIFICATION AND TERMINATION A. MODIFICATION 1. This MOU is effective upon the signature of all parties and shall continue in effect for as long as the SSA and DHS operates the E-Verify program unless modified in writing by the mutual consent of all parties. 2. Any and all E-Verify system enhancements by DHS or SSA, including but not limited to E-Verify checking against additional data sources and instituting new verification policies or procedures, will be covered under this MOU and will not cause the need for a supplemental MOU that outlines these changes. B. TERMINATION 1. The Web Services E-Verify Employer Agent may terminate this MOU and its participation in E-Verify at any time upon 30 days prior written notice to the other parties. In addition, any Employer represented by the Web Services E-Verify Employer Agent may voluntarily terminate its MOU upon giving DHS 30 days' written notice. The Web Services E-Verify Employer Agent may not refuse to terminate the Employer based upon an outstanding bill for verification services. 2. Notwithstanding Article V, part A of this MOU, DHS may terminate this MOU, and thereby the Web Services E-Verify Employer Agent's participation in E-Verify, with or without notice at any time if deemed necessary because of the requirements of law or policy, or upon a determination by SSA or DHS that there has been a breach of system integrity or security by the Web Services E-Verify Employer Agent or Employer, or a failure on the part of either party to comply with established E-Verify procedures and/or legal requirements. The Employer understands that if it is a Federal contractor, termination of this MOU by any party for any reason may negatively affect the performance of its contractual responsibilities. Similarly, the Employer understands that if it is in a state where E-Verify is mandatory, termination of this by any party MOU may negatively affect the Employer's business. o r 3. A Web Services E-Verify Employer Agent for an Employer that is a Federal contractor may terminate this A MOU when the Federal contract that requires its participation in E-Verify is terminated or completed. In such cases, the Web Services E-Verify Employer Agent must provide written notice to DHS. If the Web Services E- Verify Employer Agent fails to provide such notice, then that Employer will remain an E-Verify participant, zI will remain bound by the terms of this MOU that apply to non -Federal contractor participants, and will be _< required to use the E-Verify procedures to verify the employment eligibility of all newly hired employees. 4. The Web Services E-Verify Employer Agent agrees that E-Verify is not liable for any losses, financial or otherwise, if the Web Services E-Verify Employer Agent or the Employer is terminated from E-Verify. ARTICLE VII PARTIES A. Some or all SSA and DHS responsibilities under this MOU may be performed by contractor(s), and SSA and DHS may adjust verification responsibilities between each other as necessary. By separate agreement with DHS, SSA has agreed to perform its responsibilities as described in this MOU. B. Nothing in this MOU is intended, or should be construed, to create any right or benefit, substantive or procedural, enforceable at law by any third party against the United States, its agencies, officers, or employees, or against the Web Services E-Verify Employer Agent, its agents, officers, or employees. Page 12 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 94 B. Pursu1ts\Cllcnt50(SAR)ACollicrASCRWTPEx[) Prop1122\Indd\7-App( n: i,Friii 41, eri_.._._...-.... Ow Company ID Number:40635 Client Company ID Number:1491821 C. The Web Services E-Verify Employer Agent may not assign, directly or indirectly, whether by operation of law, change of control or merger, all or any part of its rights or obligations under this MOU without the prior written consent of DHS, which consent shall not be unreasonably withheld or delayed. Any attempt to sublicense, assign, or transfer any of the rights, duties, or obligations herein is void. D. Each party shall be solely responsible for defending any claim or action against it arising out of or related to E-Verify or this MOU, whether civil or criminal, and for any liability wherefrom, including (but not limited to) any dispute between the Web Services E-Verify Employer Agent or the Employer and any other person or entity regarding the applicability of Section 403(d) of IIRIRA to any action taken or allegedly taken by the Web Services E-Verify Employer Agent or the Employer. E. The Web Services E-Verify Employer Agent understands that its participation in E-Verify is not confidential information and may be disclosed as authorized or required by law and DHS or SSA policy, including but not limited to, Congressional oversight, E-Verify publicity and media inquiries, determinations of compliance with Federal contractual requirements, and responses to inquiries under the Freedom of Information Act (FOIA). F. The individuals whose signatures appear below represent that they are authorized to enter into this MOU on behalf of the Employer, the Web Services E-Verify Employer Agent and DHS respectively. The Web Services E-Verify Employer Agent understands that any inaccurate statement, representation, data or other information provided to DHS may subject the Web Services E-Verify Employer Agent, as the case may be, its subcontractors, its employees, or its representatives to: (1) prosecution for false statements pursuant to 18 U.S.C. 1001 and/or; (2) immediate termination of its MOU and/or; (3) possible debarment or suspension. G. The foregoing constitutes the full agreement on this subject between DHS, the Employer, and the E-Verify Employer Agent. Carollo Engineers, Inc. (Employer) hereby designates and appoints Tom Pennell (E- Verify Employer Agent), including its officers and employees, as the E-Verify Employer Agent for the purpose of carrying out (Employer) responsibilities under the MOU between the Employer, the E-Verify Employer Agent, and DHS. Page 13 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 95 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-AppendixForms EVbdfv... A.szv ^ . Ow Company ID Number:40635 Client Company ID Number:1491821 If you have any questions, contact E-Verify at 1-888-464-4218. Approved by: Employer Name (Please Type or Print) Title Signature Date E-Verify Employer Agent LawLogix Group, Inc. Name (Please Type or Print) Tom Pennell Title Signature Electronically Signed Date anuary 16, 2020 Department of Homeland Security - Verification Division Name Title Signature Date Page 14 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 96 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-Append!xForms Embdfv- Ew •1iy+ar Company ID Number:40635 Client Company ID Number:1491821 Information Required for the E-Verify Program Information relating to your Company: Company Name Carollo Engineers, Inc. 2795 Mitchell Drive Company Facility Address Walnut Creek, CA 94598 4600 E Washington St Company Alternate Address Suite 500 Phoenix, AZ 85034 County or Parish Contra Costa Employer Identification Number 86-0899222 North American Industry Classification professional, Scientific, And Technical Services (541) Systems Code Parent Company Number of Employees 1,000 to 2,499 Number of Sites Verified for 46 Page 15 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-Append!xForms 97 Evbdfv� Company ID Number:40635 Client Company ID Number:1491821 Are you verifying for more than 1 site? If yes, please provide the number of sites verified for in each State: California 10 Texas 7 Virginia 1 Florida 7 Massachusetts 1 Wisconsin 1 Illinois 1 Colorado 3 Missouri 1 New Mexico 1 Idaho 1 Arizona 3 Washington 1 Hawaii 1 Oklahoma 1 Nevada 2 Oregon 1 Utah 1 Nebraska 1 New York 1 Page 16 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 98 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-AppendixForms Evb"fv— xw,rill �l off Company ID Number:40635 Client Company ID Number:1491821 Information relating to the Program Administrator(s) for your Company on policy questions or operational problems: Name Angie Keezer Phone Number (602) 474-4236 Fax Number Email Address akeezer@carollo.com Name Christian Varela Phone Number (602) 474-4287 Fax Number Email Address cvarela@carollo.com Page 17 of 17 1 E-Verify MOU for Employers Using a Web Services Employer Agent I Revision Date 06/01/13 CAROLLO // QUALIFICATIONS // DECEMBER 2022 99 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-Append!xForms _ Request for Taxpayer Give Form to the Form (Rev. October2018) Identification Number and Certification requester. Do not Department of the Treasury send to the IRS. Internal Revenue Service ► Go to wwwJrs.gov/FormW9 for instructions and the latest information. 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. CAROLLO ENGINEERS, INC. 2 Business name/disregarded entity name, if different from above M m 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only to m following seven boxes. certain entities, not individuals; see a instructions on page 3): o ❑ Individual/sole proprietor or ❑ C Corporation ❑✓ S Corporation ElPartnership ❑ Trust/estate c single -member LLC Exempt payee code (if any) T'0 ❑ Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ► `p Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting n c LLC if the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC is from for federal code (if any) IL another LLC that is not disregarded the owner U.S. tax purposes. Otherwise, a single -member LLC that ° is disregarded from the owner should check the appropriate box for the tax classification of its owner. m ❑ Other (see instructions) ► (Applies to accounts maintained outside the U.S.) y5 Address (number, street, and apt. or suite no.) See instructions. Requester's name and address (optional) JD 2795 MITCHELL DRIVE 6 City, state, and ZIP code WALNUT CREEK, CA 94598-1601 7 List account number(s) here (optional) Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid Social security number backup withholding. For individuals, this is generally your social security number (S. However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other — m — entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and I Employer identification number Number To Give the Requester for guidelines on whose number to enter. F—T-1 E��eI7E7E7E7©©© Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. 1 am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later. Sin Digitally signed by Connie Barney g Signature of DN: —Connie Barney, o, ou, Here Connie Barney emaii=cbamey@camiio.com, c-US U.S. person ► p Data: 2021.11.01 12:41:37 -07'00' Date► November 17, 2022 General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 10-2018) CAROLLO // QUALIFICATIONS // DECEMBER 2022 900 B:\Pu rsu its\Client50(SAR)\Collier\SCR WTPExp\Propll22\I ndd\7-AppendixForms Engineers... Working Wonders With Water°