HomeMy WebLinkAbout04. Position Paper authorizing GM to execute agreement with Corollo Engineers for CWMP44
Central Contra Costa Sanitary District
BOARD OF DIRECTORS
DRAFT POSITION PAPER
Board Meeting Date: June 4, 2015
Subject. AUTHORIZE THE GENERAL MANAGER TO EXECUTE AN AGREEMENT
WITH THE CAROLLO ENGINEERS, INC. AND CH2MHILL TEAM FOR
PROFESSIONAL ENGINEERING SERVICES TO DEVELOP THE
COMPREHENSIVE WASTEWATER MASTER PLAN
Submitted By. Initiating Dept. /Div.:
Dan Frost, Associate Engineer Engineering & Technical Services /
Planning & Development Services
REVIEWED AND RECOMMENDED FOR BOARD ACTION:
N. Hodges — Provisional Senior Engineer
D. Gemmell — Planning & Development Services Division Manager Roger S. Bailey
J.M. Petit — Director of Engineering & Technical Services General Manager
ISSUE: Board authorization is required for the General Manager to execute
professional engineering services agreements greater than $100,000.
RECOMMENDATION: Authorize the General Manager to execute one agreement with
the Carollo Engineers, Inc. (Carollo) /CH2M Hill team for professional engineering
services to develop the Comprehensive Wastewater Master Plan (CWMP) in an amount
not to exceed $4,044,988. This agreement would stipulate two separate task orders:
one task order for the Wastewater Treatment Plant Master Plan (TP Master Plan) in an
amount not to exceed $2,244,097 and another task order for the Collection System
Master Plan in an amount not to exceed $1,800,891.
FINANCIAL IMPACTS: The TP Master Plan consultant cost is $2,244,097. The total
estimated cost for the TP Master Plan, including District staff time, is $2,774,097.
The Collection System Master Plan consultant cost is $1,800,891. The total estimated
cost for the Collection System Master Plan, including District staff time, is $2,169,891.
The total estimated cost for the Comprehensive Wastewater Master Plan, including
District staff time, is $4,943,988. The projects shown in Table 1 are included in the
Fiscal Year (FY) 2015 -16 Capital Improvement Budget (CIB) to fund the CWMP.
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DRAFT POSITION PAPER
Board Meeting Date: June 4, 2015
subject. AUTHORIZE THE GENERAL MANAGER TO EXECUTE AN AGREEMENT
WITH THE CAROLLO ENGINEERS, INC. AND CH2MHILL TEAM FOR
PROFESSIONAL ENGINEERING SERVICES TO DEVELOP THE
COMPREHENSIVE WASTEWATER MASTER PLAN
ALTERNATIVES /CONSIDERATIONS: The Board may decline award of the
agreement to the Carollo /CH2M Hill team. However, this is not recommended if the
District is to meet its goal of completing the CWMP by December 2016, in order to
incorporate results into the next rate cycle for FY 2017 -18. Without the CWMP, the
District would lack a long -term plan that determines the future direction, capital
improvement needs, and priorities for the District's collection system, wastewater
treatment plant, and recycled water facilities.
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Project CIB
Project Name & Relationship to
FYI 5/16
FY16/17
Total
No. Program
the CWMP
Treatment
Treatment Plant Planning: Funds staff
7301
Plant
time for the TP Master Plan portion of
$265,000
$265,000
$530,000
the CWMP.
Treatment
TP Master Plan: Funds consultant
7343
Plant
agreement for the TP Master Plan
$1,400,000
$800,000
$2,200,000
portion of the CWMP.
Filter Plant: Funds consultant
7345
Recycled
agreement for the recycled water task
$200,000
$150,000
$350,000
Water
in the TP Master Plan portion of the
CWMP.
Collection Svstem Modeling Upgrade:
Funds consultant agreement for
8418
Collection
developing the collection system
$401,600
$200,000
$601,600
System
model as part of the Collection
System Master Plan portion of the
CWMP.
Collection
Collection System Planning: Funds
8419
System
staff time for the Collection System
$169,000
$200,000
$369,000
Master Plan portion of the CWMP.
Collection System Master Plan: Funds
8431
Collection
consultant agreement for the
$600,000
$600,000
$1,200,000
System
Collection System Master Plan portion
of the CWMP.
Total Comprehensive Wastewater Master Plan Budget
$3,035,600
$2,215,000
$5,250,600
ALTERNATIVES /CONSIDERATIONS: The Board may decline award of the
agreement to the Carollo /CH2M Hill team. However, this is not recommended if the
District is to meet its goal of completing the CWMP by December 2016, in order to
incorporate results into the next rate cycle for FY 2017 -18. Without the CWMP, the
District would lack a long -term plan that determines the future direction, capital
improvement needs, and priorities for the District's collection system, wastewater
treatment plant, and recycled water facilities.
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DRAFT POSITION PAPER
Board Meeting Date: June 4, 2015
subject. AUTHORIZE THE GENERAL MANAGER TO EXECUTE AN AGREEMENT
WITH THE CAROLLO ENGINEERS, INC. AND CH2MHILL TEAM FOR
PROFESSIONAL ENGINEERING SERVICES TO DEVELOP THE
COMPREHENSIVE WASTEWATER MASTER PLAN
BACKGROUND:
Project History and Need
The 2011 Plant of the Future visioning exercises completed as part of the Treatment
Plant Master Plan Update, District Project 7287, included recommendations for
completing a comprehensive master plan to determine the long -term needs and
direction of the District. While the District has performed a number of planning and
research studies and reports, the last Treatment Plant Master Plan was completed in
1987.
The majority of the District's existing treatment plant facilities were constructed in the
late 1970s and early 1980s, following the passing of the Clean Water Act. Some of the
1,500 miles of collection system facilities and piping were constructed over 100 years
ago. The District recognizes the need to address this aging infrastructure and, as a
result, is developing an Asset Management Program.
Due to potential changes in future State and /or Federal water, air, and solids
regulations, there is a need to develop a CWMP that coordinates regulatory- driven
changes with aging infrastructure needs and other capacity - related and optimization
improvements. The following are potential regulatory changes that could impact the
District:
• Changes to existing final effluent limits and new final effluent limits for
nutrients, selenium, contaminants of emerging concern, and others;
• Changes to California /National Toxics Rules, 303 (d) listed pollutants and
micropollutants, and new virus -based disinfection criteria;
• Reductions in greenhouse gas emission cap and trade program thresholds;
• Compliance with Federal 129 sewage sludge incineration rules, changes to
air emission limits, and biosolids handling /management and disposal
regulations;
• Indirect and direct potable reuse requirements; and
• Collection system regulatory requirements.
A key deliverable of the CWMP will be a recommended Capital Improvement Plan (CIP)
for the next 20 -year planning horizon. The recommended CIP will include descriptions,
rationales, and estimated costs for the collection system, wastewater treatment plant,
capital improvement projects, and ongoing programs in order to address aging
infrastructure, meet existing and anticipated regulatory requirements, accommodate
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DRAFT POSITION PAPER
Board Meeting Date: June 4, 2015
Subject.' AUTHORIZE THE GENERAL MANAGER TO EXECUTE AN AGREEMENT
WITH THE CAROLLO ENGINEERS, INC. AND CH2MHILL TEAM FOR
PROFESSIONAL ENGINEERING SERVICES TO DEVELOP THE
COMPREHENSIVE WASTEWATER MASTER PLAN
planned growth, optimize energy use, and implement the District's vision for a "plant of
the future" that is consistent with the District's Strategic Plan. For example, the CWMP
will be a critical tool used by the District to implement the following strategies from the
District's Strategic Plan (FY 2014/2016):
• Meet Regulatory Requirements for the Good of the Community and
Environment by striving to achieve 100% permit compliance in air, water, land
and other regulations and by striving to reduce the number of sanitary sewer
overflows by continuing Best Management Practices.
Be a Leader in the Wastewater Industry by using sustainable practices that
minimize waste, maximize resources, protect the ratepayer, improve the
community, and embrace innovation.
• Maintain a Reliable Wastewater Infrastructure by updating the Capital
Improvement Program through prioritization and risk analysis, while focusing
on the sustainability of customer service, environmental needs, and economic
demands.
The CWMP is critical for maintaining a high level of service, establishing long -term,
fiscally responsible policies for the District's customers, and providing a clear direction
for the District. To accomplish this, the CWMP will perform the following:
1. Confirm CIP projects, costs, and site layouts for future facilities.
2. Identify linkages among the major capital improvement projects and repair and
replacement strategies such that the projects can be re -sorted and re- scheduled
as changes in planning assumptions and needs occur.
3. Identify triggers for implementing applied research (if applicable), preliminary
design, design, and construction of the recommended capital improvement
projects in order to determine efficient "just -in- time" project implementation.
4. Identify policies, programs, and guidelines to address overall program
implementation including project prioritizations, implementation costs, project
delivery methods, potential funding sources, and an estimated schedule for
implementing plan elements.
5. Confirm and incorporate operations, maintenance, and energy management
strategies.
6. Accelerate and coordinate condition assessments with implementation of the
Asset Management Plan and confirm long -term repair and replacement
strategies.
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DRAFT POSITION PAPER
Board Meeting Date: June 4, 2015
subject: AUTHORIZE THE GENERAL MANAGER TO EXECUTE AN AGREEMENT
WITH THE CAROLLO ENGINEERS, INC. AND CH2MHILL TEAM FOR
PROFESSIONAL ENGINEERING SERVICES TO DEVELOP THE
COMPREHENSIVE WASTEWATER MASTER PLAN
Consultant Selection
District staff performed a comprehensive, quality -based consultant selection process
that included four prime proposers and ultimately resulted in the Carollo /CH2M Hill team
as the highest ranked team to be selected to complete the District's CWMP. The
selection process included the following:
Request for Qualifications (35% of consultant selection criteria): A request for
qualifications was advertised on PlanetBids and the District's website to solicit
a statement of qualifications (SOQ) from qualified consultants /teams. The
District received and scored four SOQs. The District received SOQs from the
Carollo /CH2M Hill team, HDR (teamed with Black & Veatch, RMC Water and
Environment, and West Yost Associates), Brown and Caldwell (teamed with
RMC) and CDM Smith.
• Request for Proposal (30% of consultant selection criteria): A request for
proposal was provided to qualified consultants /teams that submitted SOQs
and met minimum qualification requirements. The District received and
scored proposals from the same four teams listed above.
Interview (35% of consultant selection criteria): The four consultants /teams
that submitted proposals each participated in an oral one -hour
presentation /interview.
SOQs and proposals were scored by District staff representing each of the divisions
within the Engineering & Technical Services and Operations Departments (including
planning, capital projects, operations, maintenance and collection system operations
division managers and senior staff). The Director of Engineering recused himself from
the consultant selection and review process. The interview panelists consisted of three
District managers and two non - District panelists. The City Engineer from the City of
Concord and key District staff were in the audience during the oral presentations. Total
scores from the SOQ, proposal, and interview were used to determine the top ranked
team. Scores were not shared with anyone until they were all tallied.
Project Team
The Carollo /CH2M Hill team consists of Carollo as the lead consultant responsible for
the overall CWMP, with CH2M Hill leading the solids and energy tasks, treatment plant
condition assessments, and providing quality assurance /quality control for the CWMP.
The Carollo /CH2M Hill team also includes the following subconsultants:
• RMC Water and Environment: To perform collection system modeling and
capacity evaluation.
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DRAFT POSITION PAPER
Board Meeting Date: June 4, 2015
subject: AUTHORIZE THE GENERAL MANAGER TO EXECUTE AN AGREEMENT
WITH THE CAROLLO ENGINEERS, INC. AND CH2MHILL TEAM FOR
PROFESSIONAL ENGINEERING SERVICES TO DEVELOP THE
COMPREHENSIVE WASTEWATER MASTER PLAN
• Katz & Associates: To provide community outreach planning and implementation
services.
• V&A Consulting Engineers: To support. collection system condition assessment
efforts. V&A provided the District flow monitoring services and rainfall data
collection for Winter 2014/2015.
• Talavera & Richardson (T &R): To extract HTE (SunGard) parcel information and
consumption data to be used for hydraulic loading into the collection system
model.
• EMS: To provide data harvesting support for development of the collection
system model.
• One Rain: To provide historical radar data to be used in conjunction with field
rain gauge data for calibrating the collection system model.
Of the entire Carollo /CH2M Hill team (including subconsultants), approximately 60% of
the team members reside in local offices.
Board Interaction
As part of the CWMP, District staff and select members of the Carollo /CH2M Hill team
will provide updates at the Real Estate, Environmental & Planning Committee meetings
and at regularly scheduled Board of Directors meetings. Additional Board Workshops
have been included in the CWMP to present critical findings to the Board and discuss
potential Board policies, strategies, levels of service goals, and programs that may be
required to support the CWMP.
Community Outreach
A critical element of the CWMP will be to inform and, in some cases, engage internal
and external stakeholders. Katz & Associates will work with the District to develop a
community outreach plan and provide outreach implementation services that will be
supported by the District's Communication Services staff.
Staff has concluded that the proposed agreements are exempt from the California
Environmental Quality Act (CEQA) under District CEQA Guidelines Section 15262,
since they involve planning and design tasks for possible future actions which the
District has not approved, adopted, or funded, and the outcome of these tasks will not
have a legally binding effect on later activities. Approval of these agreements will
establish the Board's independent finding that this agreement is exempt from CEQA.
The District will conduct an environmental evaluation of any capital project that is
proposed in the future as a result of these plans to determine the need for any
additional CEQA documentation.
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DRAFT POSITION PAPER
Board Meeting Date: June 4 2015
subject: AUTHORIZE THE GENERAL MANAGER TO EXECUTE AN AGREEMENT
WITH THE CAROLLO ENGINEERS, INC. AND CH2MHILL TEAM FOR
PROFESSIONAL ENGINEERING SERVICES TO DEVELOP THE
COMPREHENSIVE WASTEWATER MASTER PLAN
COMMITTEE RECOMMENDATION: The Real Estate & Environmental Planning
Committee reviewed this project at its May 27, 2015 meeting and recommended....
RECOMMENDED BOARD ACTION: Authorize the General Manager to execute an
agreement with Carollo Engineers, Inc. for professional engineering services to develop
the Comprehensive Wastewater Master Plan for an amount not to exceed $4,044,988,
and find that the agreement is exempt from CEQA.
Attached Supporting Documents:
1. Professional Engineering Services Agreement for the Comprehensive Master Plan with a Task Order
for the Collection System Master Plan and a separate Task Order for Wastewater Treatment Plant
Master Plan.
2. An electronic copy of Carollo/CH2MHill's Team SOQ.
3. An electronic copy of Carollo/CH2MHill's Proposal.
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ATTACHMENT 1
FAX: (925) 825 -1437
ROGER S. BAILEY
General Manager
KENTONL.ALM
Counsellor the District
(510) 808 -2000
ELAINE R. BOEHME
Secretary of the District
AGREEMENT FOR PROFESSIONAL ENGINEERING SERVICES
BETWEEN
CENTRAL CONTRA COSTA SANITARY DISTRICT
AND
CAROLLO ENGINEERS, INC
AGREEMENT NO.
THIS AGREEMENT is made this day of 2015, by and
between the CENTRAL CONTRA COSTA SANITARY DISTRICT, 5019 Imhoff Place,
Martinez, California, hereinafter called the "DISTRICT," and CAROLLO ENGINEERS,
INC, (Address) 2700 YGNACIO VALLEY RD, WALNUT CREEK, CA, 94598, hereinafter
called "ENGINEER."
WITNESSETH:
WHEREAS, the DISTRICT desires to contract with ENGINEER to provide professional
engineering services in connection with the COMPREHENSIVE WASTEWATER
MASTER PLAN.
WHEREAS, ENGINEER is willing and holds itself capable and qualified to contract with
the DISTRICT to provide such professional engineering services; and
NOW, THEREFORE, in consideration of the mutual promises, covenants, agreements
and the faithful performance of the terms and conditions set forth herein, the parties
hereto agree as follows:
ARTICLE 1 ENGAGEMENT OF ENGINEER AND AUTHORIZATION TO PROCEED
1.1 The DISTRICT hereby engages ENGINEER who hereby accepts the
engagement to perform certain professional engineering services in connection
with the Comprehensive Wastewater Master Plan.
Page 1 of 16
1.2 The date of entering the Agreement and the engagement of ENGINEER will be
the date set forth on page 1 which is the date the signature of the second party to
this Agreement is obtained. The engagement of ENGINEER shall continue until
December 31, 2016. If the engagement of ENGINEER is not extended by mutual
written consent of the DISTRICT and ENGINEER, then this Agreement shall be
terminated on the date set forth above, provided that ENGINEER shall not be
relieved of any of the obligations or covenants contained in this Agreement until
the tasks provided for within the scope of work have been completed.
1.3 It is further provided that the obligations or covenants contained in Articles 6.6,
6.9, 6.12, 6.15, and 6.18 shall continue in full force and effect after termination of
this Agreement due to completion or pursuant to Article 6.8.
1.4 Authorization for ENGINEER to proceed will be granted in writing by the
DISTRICT as soon as both parties sign the Agreement and applicable insurance
documents are received and are accepted by the DISTRICT. Under no
circumstances is ENGINEER authorized to begin work unless and until
ENGINEER has complied with the insurance provisions of Article 6.3.
1.5 It is expressly understood between the parties hereto that no employee /employer
or agency relationship in intended, the relationship of ENGINEER to the
DISTRICT being that of an independent contractor. The DISTRICT will not be
required to make any payroll deductions or provide Workers' Compensation
Insurance coverage or health benefits to ENGINEER.
ARTICLE 2 SERVICES OF ENGINEER
2.1 The scope of engineering services included in this Agreement is described in the
Scope of Work, Exhibit Al and A2, and shall, where not specifically addressed,
include all services ordinarily provided by an engineer under same or similar
circumstances.
2.2 ENGINEER hereby warrants that ENGINEER and all of said ENGINEER's
employees and subcontractors hold, have obtained, and shall continue to
maintain during the course of this Agreement, all professional licenses or other
statutorily mandated certifications requisite to the performance of the work set
forth in the scope(s) of work, as may be required in the State of California, if any.
Failure of ENGINEER, its employees and subcontractors to obtain and /or
maintain in good standing such licenses or certificates shall constitute a breach
of this Agreement and shall provide grounds for immediate termination of this
Agreement.
ARTICLE 3 RESPONSIBILITIES OF THE DISTRICT AND OF ENGINEER
3.1 The DISTRICT, without cost to ENGINEER, will provide all pertinent information
reasonably available to it which is necessary for performance by ENGINEER
Page 2 of 16
under this Agreement, including previous reports and data relative to the work.
The DISTRICT does not guarantee or ensure the accuracy of any reports,
information, and /or data so provided. To the extent that any reports, information,
and /or other data so provided was supplied to the DISTRICT by person or
persons not employees of the DISTRICT, any liability resulting from inaccuracies
and /or omissions contained in said reports, information or data shall be limited to
liability on behalf of the party who prepared the information for the DISTRICT or
otherwise supplied that information, report or data to the DISTRICT.
3.2 The DISTRICT will designate Dan Frost as the person to act as the DISTRICT'S
representative with respect to the Treatment Plant work to be performed under
this Agreement; and Justin Waples as the person to act as the DISTRICT'S
representative with respect to the Collection System work to be performed under
this Agreement. Such persons will have complete authority to transmit
instructions, receive information, and interpret and define the DISTRICT's
policies and decisions pertinent to the work. In the event the DISTRICT wishes
to make a change in the DISTRICT's representative, the DISTRICT will notify
ENGINEER of the change in writing.
3.3 ENGINEER shall perform the project work in such a manner as to fully comply
with all applicable professional standards of care, including professional quality,
technical accuracy, timely completion, and the coordination of all designs,
drawings, specifications, reports, and other services furnished and /or work
undertaken by ENGINEER pursuant to this Agreement.
3.4 The DISTRICT's review of drawings, designs, specifications, reports, and
incidental engineering work or materials furnished hereunder shall not in any way
relieve ENGINEER of responsibility for the technical adequacy of its work.
Neither the DISTRICT's review, approval or acceptance of, nor payment for, any
of the services will be construed to operate as a waiver of any rights under this
Agreement or of any cause of action arising out of the performance of this
Agreement.
3.5 During the period of this Agreement, upon request by the DISTRICT, ENGINEER
shall provide information related to the work that is reasonably necessary to
assist the DISTRICT in its coordination of the efforts of others performing
services related to the work.
3.6 ENGINEER has no control over the cost of labor, materials, equipment or
services furnished by others, over the incoming wastewater quality and /or
quantity, or over the way the DISTRICT's plant and /or associated processes are
operated and /or maintained. Data projections and estimates are based on
ENGINEER's opinion based on experience and judgment. ENGINEER cannot
and does not guarantee that actual costs and /or quantities realized will not vary
from the data projections and estimates prepared by ENGINEER and
ENGINEER does not and will be not liable to and /or indemnify the DISTRICT
Page 3 of 16
and /or any third party related to any inconsistencies between ENGINEER's data
projections and estimates and actual costs and /or quantities realized by the
DISTRICT and /or any third party in the future.
ARTICLE 4 PAYMENTS TO ENGINEER
4.1 The DISTRICT will pay ENGINEER for work performed under this Agreement,
which work can be verified by the DISTRICT, on the basis of the following:
4.1.1 HOURLY RATE WITH A COST CEILING
Compensation for engineering services performed under this
Agreement shall be determined on the basis of ENGINEER's
regular hourly rates per ENGINEER's Fee Schedule, attached as
Exhibit B. The regular hourly rates shall compensate ENGINEER
for the costs of all direct labor, fringe benefits, indirect labor costs,
overhead, and ENGINEER's profit. ENGINEER's compensation
also may include other non -labor direct charges borne by
ENGINEER. Allowable non -labor direct charges shall be billed at
cost; however, outside consultant charges and charges for
subcontracts may be billed at cost plus a markup for administrative
costs if such markup is specifically provided for elsewhere herein.
For the purpose of determining payments to ENGINEER allowable
non -labor direct charges shall be defined as follows:
(a) Allowable non -labor direct charges which may be billed at
cost include such typical expenses as cost of transportation
and subsistence, printing and reproduction, computer time
and programming costs, identifiable supplies, and charges
by reviewing authorities.
(b) Other allowable non -labor direct charges may include
outside consultant charges and subcontractor's charges
which have been authorized by the DISTRICT under
ARTICLE 6.2 of this Agreement. Such consultant charges
and subcontractor charges may include a five percent (5 %)
markup for administrative costs associated with the
engagement of the outside consultant and /or subcontractor.
A firm cost ceiling has been established in ARTICLE 4.3 for the
work and such ceiling shall constitute the maximum payment for the
scope(s) of work and shall not be exceeded without prior written
authorization of the DISTRICT. In the event the scope of work is
Page 4 of 16
expanded or reduced by the DISTRICT, the cost ceiling shall be
subject to renegotiation, upward and downward, to reflect the
changes in services and their costs. The adjustment to cost and
time shall be done in accordance with the terms of ARTICLE 6.4.
In no event shall ENGINEER be entitled to compensation over and
above the original amount where changes in the scope of work or
the time for performance are necessitated by the negligence of
ENGINEER, or any subcontractor performing under it.
ENGINEER shall notify the DISTRICT when the costs incurred for
the total work approximate seventy -five percent (75 %) of the cost
ceiling. With the notification, ENGINEER shall indicate whether the
sum of the current cost incurred plus the estimated total cost to be
complete the task or tasks set forth in the scope(s) of work will be
greater or less than the cost ceiling. Receipt by the DISTRICT of
said notification that the cost for completion of all tasks shall
exceed the established cost ceiling will not constitute an approval
or authorization to increase the established cost ceiling or a waiver
of any rights that the DISTRICT may have under this Agreement.
4.2 MONTHLY PAYMENT TO ENGINEER
Payment will be made by the DISTRICT within thirty (30) calendar days after
receipt of an invoice from ENGINEER setting forth the Agreement Number and
the District's Project Manager, provided that all invoices are accompanied by cost
documentation determined to be sufficient by the DISTRICT to allow the
determination of the reasonableness or accuracy of said invoice. In the event
that a payment dispute arises between the parties, ENGINEER shall provide to
the DISTRICT full and complete access to ENGINEER's labor cost records and
other direct cost data, and copies thereof if requested by the DISTRICT.
HOURLY RATE WITH A COST CEILING
Charges are to be invoiced based on the agreed upon hourly rates invoiced on a
monthly basis. Other direct charges as provided for in ARTICLE 4.1.1 shall be
invoiced on a monthly basis.
4.3 ESTIMATED CHARGES
The total estimated charges for all work under this Agreement is $4,044,988 and
such amount is the cost ceiling as described herein.
4.4 COST OF REWORK
Page 5 of 16
ENGINEER shall, at no cost to the DISTRICT, prepare any necessary rework
occasioned by ENGINEER's failure to provide the services specified in Article 2
herein, in a satisfactory manner, due to any act or omission attributable to
ENGINEER, or its agents, including subcontractors.
ARTICLE 5 COMPLETION SCHEDULE
5.1 The completion schedule for the work is as follows with all times identified from
the date that the DISTRICT gives written authorization to ENGINEER to begin
work or that this Agreement was entered, whichever is later and with all number
of days referring to calendar days unless otherwise noted:
ALL COMPREHENSIVE WASTEWATER MASTER PLAN TASKS
(TREATMENT PLANT AND COLLECTION SYSTEM) TO BE COMPLETED
BY DECEMBER 31, 2016.
SEE EXHIBIT C FOR INDIVIDUAL TASK SCHEDULE AND MILESTONES
FOR THE WASTEWTER TREATMENT PLANT AND COLLECTION SYSTEM
MASTER PLANS.
5.2 It is expected that work shall begin on or about June 8, 2015, and shall be
completed in accordance with the above schedule. Time is of the essence for
this Agreement.
5.3 The parties hereto agree to immediately and diligently proceed with their
respective duties as set forth herein so that the work will be completed
satisfactorily within the shortest reasonable time.
ARTICLE 6 GENERAL PROVISIONS
6.1 SCOPE OF AGREEMENT
This writing constitutes the entire Agreement between the parties relative to
professional engineering services to be provided hereunder and no modification
hereof shall be effective unless and until such modification is evidenced by a
writing signed by both parties to this Agreement.
6.2 SUBCONTRACTORS AND OUTSIDE CONSULTANTS
No subcontract shall be awarded or an outside consultant engaged by
ENGINEER unless prior written approval is obtained from the DISTRICT. No
additional approval shall be required for subcontracting with or engagement of an
outside consultant noted below and set forth in an exhibit to this Agreement
(Exhibit B1 AND 132).
SUBCONSULTANTS
Page 6 of 16
• CH2M — Hill
• RMC Water and Environment
• Katz & Associates
• Larry Walker Associates
• V &A Consulting Engineers
• Talavera and Richardson
• EMS
• One Rain
6.3 INSURANCE
ENGINEER shall, at its expense, procure and maintain the following types of
insurance with the specified terms and conditions as detailed below. Coverage
must be in place for the duration of the work.
6.3.1 Workers' Compensation and Employer's Liability Insurance.
a) Workers' Compensation Insurance shall be provided as required by law.
b) Employer's Liability Insurance shall be provided in amounts not less than
$1,000,000 each accident for bodily injury by accident, $1,000,000 policy
limit for bodily injury by disease, and $1,000,000 each employee for bodily
injury by disease.
c) The insurer shall waive all rights of subrogation against the DISTRICT, its
officers, directors, and employees.
d) If there is any risk of injury to ENGINEER's employees under the U.S.
Longshoremen's and Harbor Workers' Compensation Act, the Jones Act
or under other laws, regulations or statutes applicable to maritime
employees, coverage shall be included for such injuries or claims.
6.3.2 General Liability Insurance. ENGINEER shall maintain General Liability
Insurance in any combination of primary, excess or umbrella insurance, covering
all operations by or on behalf of ENGINEER.
a) The policy shall provide limits not less than $1,000,000 per occurrence
and $2 million in the aggregate.
b) The policy shall be an `occurrence' form and shall offer coverage at least
as broad as Insurance Services Office (ISO) form CG 0001. Coverage
shall include, or be endorsed to include, coverage for personal injury and
liability assumed under contract.
Page 7 of 16
c) The DISTRICT, its officers, directors and employees shall be named as
additional insureds on the policy either as a policy provision or via
endorsement providing coverage at least as broad as ISO form CG 2010
11/85.
d) The insurance afforded the District as an additional insured shall apply as
primary insurance. Any other insurance or self- insurance maintained by
the DISTRICT shall be excess only and shall not be called upon to
contribute with ENGINEER's insurance.
e) The policy shall include liability arising out of the use and operation of any
DISTRICT - furnished equipment by ENGINEER, its personnel and others.
6.3.3 Automobile Liability Insurance. ENGINEER shall maintain Automobile
Liability Insurance in any combination of primary, excess or umbrella insurance.
a) The policy shall provide limits not less than $1,000,000 per occurrence,
combined single limit.
b) The policy shall offer coverage at least as broad as Insurance Services
Office (ISO) form CA 0001.
c) The policy shall include liability arising out of the use and operation of
DISTRICT - furnished vehicles by ENGINEER, its personnel and others.
6.3.4 Professional Liability Insurance. ENGINEER shall maintain Professional
Liability or Errors and Omissions insurance. The policy shall provide limits not
less than $1,000,000 per claim.
6.3.5 The following provisions shall also apply:
a) Each required insurance policy shall be placed with insurance companies
licensed to do business in California that have been rated at least 'A VII'
by A. M. Best.
b) Each required insurance policy shall state or be endorsed to state that
coverage shall not be canceled or reduced without thirty (30) days' prior
written notice to the DISTRICT. Ten (10) days' notice shall be provided
for cancellation for nonpayment of premiums.
c) ENGINEER shall furnish the DISTRICT with original, signed certificates
and original, signed amendatory endorsements. All such certificates and
endorsements shall be received and reviewed by the DISTRICT before
Page 8 of 16
any work begins under this agreement. The certificates and amendatory
endorsements shall be signed by an individual who is authorized to sign
on behalf of the insurer covering the ENGINEER.
d) The DISTRICT reserves the right to require complete, certified copies of
all required insurance policies at any time.
e) ENGINEER shall include all SUBCONSULTANTs as insureds under its
policies or shall cause each SUBCONSULTANT employed by ENGINEER
to purchase and maintain insurance of the types and limits specified in this
section. Upon the DISTRICT's request, ENGINEER shall furnish copies of
certificates and endorsements evidencing coverage for each
SUBCONSULTANT.
f) In the event ENGINEER fails to comply with this Section, the DISTRICT
may take such action as the DISTRICT deems necessary to protect the
DISTRICT's interest. Such action may include but is not limited to
termination of the Contract, withholding of payments, or other actions as
the DISTRICT deems appropriate.
6.3.6 The foregoing insurance requirements and any DISTRICT approval
thereof is not intended to and shall not limit or qualify the liabilities and
obligations otherwise assumed by the CONSULTANT pursuant to this
agreement, including but not limited to, the indemnification provisions.
6.4 CHANGES IN SCOPE OR TIME
If the DISTRICT requests a change in the scope of work or time of completion by
either adding to or deleting from the original scope or time of completion, an
equitable adjustment will be made and this Agreement will be modified in writing
accordingly. ENGINEER must assert any claim for adjustment under this clause
in writing within thirty (30) calendar days from the date of receipt from the
DISTRICT of the notification of change unless the DISTRICT grants a further
period of time for assertion of claim before the date of final payment under this
Agreement.
6.5 NOTICES
All notices to either party by the other shall be made in writing and delivered or
mailed to such party at their respective addresses as follows or to other such
address as either party may designate and said notices shall be deemed to have
been made when delivered or five (5) days after mailing.
Tr) tha nictrirt-
CENTRAL CONTRA COSTA SANITARY DISTRICT
5019 Imhoff Place
Page 9 of 16
Martinez, CA 94553
Attention: Nathan Hodges
Agreement No.:
Telephone: 925 - 335 -7762
The District's Project Manager for this work is Nathan Hodges
To Engineer:
CAROLLLO ENGINEERS, INC
2700 Ygnacio Valley Rd, Suite 300,
Walnut Creek, CA 94598
Attention: Steve McDonald
Telephone: (925) 932 1710
6.6 POSSESSION AND OWNERSHIP OF DRAWINGS, SPECIFICATIONS, AND
NOTES
6.6.1 All rights, title, royalties, and interest in all work product of
ENGINEER resulting from its performance under this Agreement,
including drawings and specifications, data, reports, estimates,
software, summaries, and any other such information and materials
as may be accumulated by ENGINEER in performing work under
this Agreement, whether complete or in progress, shall be vested in
the DISTRICT and none shall be revealed, disseminated, or made
available by ENGINEER to others without prior written consent of
the DISTRICT. If this Agreement is terminated in accordance with
Article 6.8 ENGINEER shall deliver such documents within two
weeks of termination.
6.6.2 It is understood that ENGINEER's work product is prepared for the
specific project at hand. Any reuse of said work products by the
DISTRICT for subsequent projects will be at the DISTRICT's own
risk. Any use by the DISTRICT of incomplete drawings,
specifications, or other related materials without the express written
authorization of ENGINEER will also be at the DISTRICT's own
risk.
6.7 ENGINEER'S ASSIGNED PERSONNEL
Page 10 of 16
ENGINEER designates Lydia Holmes to have immediate responsibility for the
performance of the Treatment Plant Master Plan work and for all matters relating
to the performance for the Treatment Plant Master Plan; and Mike Britten to have
immediate responsibility for the performance of the Collection System Master
Plan work and for all matters relating to performance for the Collection System
Master Plan under this Agreement. ENGINEER designates the following
persons for the indicated functions:
See Exhibit D for Engineer's assigned personnel
Substitution of any of these assigned personnel shall require the prior written
approval of the DISTRICT. If the DISTRICT determines that a proposed
substitution is not acceptable, then, at the request of the DISTRICT, ENGINEER
shall substitute with a person acceptable to the DISTRICT.
6.8 TERMINATIONS
6.8.1 Either party may terminate this Agreement for cause, in whole or in
part, if the other party fails to fulfill its obligations under this
Agreement through no fault of the terminating party. However, no
such termination for cause may be affected unless the other party
is given: (1) not less than ten (10) calendar days written notice
(delivered by Certified Mail, return receipt requested) of the intent to
terminate, and (2) an opportunity for consultation with the
terminating party before termination.
6.8.2 If the DISTRICT terminates this Agreement pursuant to Article
6.8.1, above, nothing set forth in this Article is intended to require
the DISTRICT to compensate ENGINEER for any services which
may be claimed to have been provided or be in progress, if the
DISTRICT reasonably concludes that further compensation is
unwarranted.
6.8.3 The DISTRICT may terminate this Agreement, in whole or in part,
whether or not ENGINEER has failed to fulfill its obligations, if the
DISTRICT has a reasonable basis for termination (such as major
changes in the work or project requirements, cancellation of the
project, loss of outside funding, or failure of the Board of Directors
to authorize the funding in subsequent fiscal years.) ENGINEER
will be given: (1) not less than ten (10) calendar days written notice
(delivered by Certified Mail, return receipt requested) of intent to
terminate, and (2) an opportunity for consultation with the
terminating party before termination.
Page 11 of 16
6.8.4 Upon receipt of a termination notice, ENGINEER shall: (1)
promptly discontinue all services affected (unless the notice directs
otherwise), and (2) deliver or otherwise make available to the
DISTRICT all data, drawings, specifications, reports, estimates,
summaries, and such other information and materials as
ENGINEER may have accumulated in performing this Agreement,
whether completed or in process.
6.8.5 Upon termination under ARTICLE 6.8.3, the sole right and remedy
of ENGINEER shall be to receive payment for all amounts due and
not previously paid to ENGINEER for services completed or in
progress in accordance with the Agreement prior to such date of
termination and for services thereafter completed at the request of
the DISTRICT and any other reasonable cost incidental to such
termination of services. Such payments available to ENGINEER
under this paragraph shall not include cost related to lost profit
associated with the expected completion of the work or other such
payments relating to the benefit of the bargain.
6.9 REMEDIES
In the that either the DISTRICT or ENGINEER brings an action or proceedings
for damages for an alleged breach of any provision of this Agreement, the
prevailing party shall be entitled to recover as part of such action or proceeding,
all litigation and collection expenses, including witness fees, courts costs, and
reasonable attorneys' fees. Arbitration shall be attempted if both parties mutually
agree before, during, or after litigation has begun.
6.10 INDEMNITY
6.10.1 ENGINEER shall indemnify, hold harmless and assume the defense
of, in any actions at law or in equity, the DISTRICT, its officers,
employees, agents, and elective and appointive boards, from all
claims, losses, damage, including property damage, personal
injury, death, and liability of every kind, nature and description,
arising out of, pertaining to or related to the negligence,
recklessness or willful misconduct of ENGINEER or any person
directly or indirectly employed by, or acting as agent for,
ENGINEER, during and after completion of ENGINEER's work
under this agreement.
Submission of insurance certificates or submission of other proof of
compliance with the insurance requirements does not relieve
ENGINEER from liability under this indemnification and hold
harmless clause. The obligations of this indemnity article shall
apply whether or not such insurance policies shall have been
Page 12 of 16
determined to be applicable to any of such damages or claims for
damages.
6.10.2 The DISTRICT does not authorize the impermissible use of any
patent or the reproduction of any copyrighted material by
ENGINEER which exceeds "fair use" in the performance of this
Agreement. ENGINEER is solely responsible for any such
infringement.
ENGINEER shall indemnify the DISTRICT against and save it
harmless from any and all losses, damage, costs, expenses, and
attorneys' fees suffered or incurred as a result of or in connection
with any claims or actions based upon infringement or alleged
infringement of any patent, copyright, or trade secret, and arising
out of the use of the equipment or materials utilized to perform
under this Agreement or specified by or procured by ENGINEER, or
out of the processes or actions employed by, or on behalf of,
ENGINEER in connection with the performance of this Agreement.
6.10.3 ENGINEER shall also indemnify the DISTRICT against and save it
harmless from any and all loss, damage, costs, expenses, and
attorneys' fees suffered or incurred on account of any breach by
ENGINEER, or its employees, agents, or subcontractors, of the
aforesaid obligations and covenants, and any other provisions or
covenant of this Agreement.
6.11 SAFETY
ENGINEER shall perform the work in full compliance with applicable state and
federal safety requirements including but not limited to Occupational Safety and
Health Administration requirements, and shall assume sole and complete
responsibility, during the course of completion of the assignment for job site
safety of ENGINEER's employees and subcontractors' employees and their
property, applicable at all times, and not limited to normal working hours.
Nothing in this Article requires ENGINEER to be responsible for job site safety of
the DISTRICT's property or the DISTRICT's personnel or the property or
personnel of any third parties over which ENGINEER has no authority or control.
6.12 EXAMINATION OF RECORDS
ENGINEER agrees that the DISTRICT will hav e
examine any directly pertinent books, documents
and all transactions relating to this Agreement at
inception of the Agreement upon reasonable notice
6.13 TERMS
access to and the right to
papers, and records of any
any time during and after the
Page 13 of 16
No alteration or variation of the terms of this Agreement shall be valid unless
made in writing and signed by the parties hereto. No oral understanding or
agreement not incorporated herein shall be binding on any of the parties hereto.
6.14 ASSIGNMENT
ENGINEER shall not assign any rights or duties or transfer its interest in this
Agreement to a third party without prior written consent of the DISTRICT.
6.15 GOVERNING LAW
This Agreement shall be governed by the laws of the State of California.
6.16 COMPLIANCE WITH FEDERAL, STATE, AND LOCAL LAW
ENGINEER shall at all times observe all applicable provisions of federal, state,
and local law and regulations including, but not limited to, those related to equal
opportunity employment.
6.17 HEADINGS
Article headings in this Agreement are for convenience only and are not intended
to be used in interpreting or construing the terms, covenants, and conditions of
this Agreement.
6.18 PARTIAL INVALIDITY
If any term, covenant, condition, or provision of this Agreement is found by a
court of competent jurisdiction to be invalid, void, or unenforceable, the
remainder of the provisions hereof shall remain in full force and effect, and shall
in no way be affected, impaired, or invalidated thereby.
6.19 AUTHORIZATION
Both the DISTRICT and ENGINEER do covenant that each individual executing
this document by and on behalf of each party is a person duly authorized to
execute contracts for that party.
6.20 REPORTING REQUIREMENTS
If ENGINEER is an individual or sole proprietor ENGINEER must furnish its
Social Security Number (SSN). If ENGINEER is a corporation or partnership,
ENGINEER must furnish its Federal Employer Identification Number (FEIN).
ENGINEER shall complete the Taxpayer I.D. Number section below.
Page 14 of 16
The services to be performed by ENGINEER are intended solely -for the benefit
of the DISTRICT. No person or entity not a signatory to this Agreement shall be
entitled to rely on the ENGINEER's performance of its services hereunder, and
no right to assert a claim against the ENGINEER by assignment of indemnity
rights or otherwise shall accrue to a third party as a result of this Agreement or
the performance of the ENGINEER's services hereunder.
Page 15 of 16
IN WITNESS WHEREOF, the parties hereto have executed the Agreement in the
day and year first above written.
CAROLLO ENGINEERS, INC
M
Name Printed:
Title:
Date:
By:
Name Printed:
Title:
Date:
Taxpayerl.D:
SSN
FEIN
CENTRAL CONTRA COSTA SANITARY DISTRICT
Stephanie King
Purchasing and Materials Manager
Date:
Page 16 of 16
APPENDIX Al
WASTEWATER TREATMENT PLANT MASTER PLAN
SCOPE OF WORK
PLANNING OBJECTIVES AND APPROACH
• •� M. NO
ENGINEER will prepare a project control plan that establishes the overall work plan, schedule,
team, City contact information, communication plan, QA/QC plan, and decision tracking to be used
during the project. The project plan shall include an outline for the Master Plan (MP). Roles and
responsibilities and communication pathways will be clearly defined. Schedule will include time for
QA/QC procedures and key milestones, meetings and deliverables. The Project Control Plan will
include the QA/QC plan and will be closely coordinated with the Community Outreach Plan.
Deliverables:
TM - Project Control Plan and QA/QC Plan - This deliverable will be the same for the WWTP
and CS Master Plans, draft and final.
TM template for all TMs to be developed, including graphic and table templates.
ENGINEER will lead a visioning workshop to refine the initial vision and objectives developed for
the Master Plan by the District. The Visioning Workshop will be 6 hours and held concurrently
with the Collection System Master Plan Visioning Workshop. This includes identifying what the
plan is to accomplish, summarize master plan drivers (e.g., regulatory, policy /strategic initiatives,
growth, aging infrastructure, optimization /sustainability, etc.), what information it will provide, and
how the Master Plan will be used in subsequent implementation steps. At the workshop, the
decision process will also be discussed and defined including development of economic and non-
economic evaluation criteria and metrics, including triple bottom line analysis, to compare master
plan alternatives. A draft technical memorandum (TM) outlining the objectives and metrics will
be developed for District review prior to the Visioning Workshop. The outcome of the workshop
will be documented. Consultant team attendees include 2 PICs, PD, PM, PE, outreach
consultant, regulatory expert, and three subject experts (others are listed in the Collection
System Master Plan Scope).
Information Needs:
District communications policies, roles, and responsibilities for MP and decision tracking
procedures.
District policies, goals, objectives, and past or current decision processes /criteria.
Deliverables:
TM2 - Project Goals /Objectives and Decision Criteria, draft and final. This deliverable will be
the same for the WWTP and CS Master Plans.
Workshop agenda and presentation materials.
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1.3 Project Meetings and Communications
ENGINEER will hold regular conference calls and meetings to promote creativity, effective
communication, open discussions, and constructive interaction among members of the master
planning team. Engineer will prepare for and conduct kick -off and progress meetings, conference
call updates, and strategically scheduled workshops with District staff and the District's Board of
Directors.
Project communication and procedures for deliverables will be discussed in the Project Control
Plan and QA /QC Plan. All files will be maintained on SharePoint. District staff will have access
to the deliverables and reference folders to facilitate transfer of reports /data and review of
deliverables.
The following meetings are budgeted for preparation and attendance:
• Kickoff meeting, assumed 4 hour meeting.
• Bi- monthly conference calls with District project management, assumed 1 hour duration
• Monthly progress and task topic meetings with District project management and task
committees, as needed based on the agenda. Agenda to be prepared and circulated at least
one week in advance to determine attendees. Meetings will not necessarily be held with
Collection System MP team, unless needed for coordination of tasks. Up to 15 meetings at 3
hours /meeting assumed, with attendance by PD, PM, PE and up to 3 subject experts at each
meeting.
• Up to six presentations to REEP meetings. Concurrent with Collection System team. Assumed
no more than 4 consultant team members to attend. Assumed 1 hour meetings. District to
prepare materials.
• Up to three 1 -hour Board meetings, concurrent with CSMP. District to assist in developing
presentation and take the lead in presenting to the Board with largely already prepared
materials. Assumed up to 4 consultant team members to attend. Concurrent with CSMP.
Assumptions:
It will be the District project manager's responsibility to ensure the right district staff are invited
to meetings and provide review (in a timely fashion) of deliverables.
Deliverables:
Meeting agendas, notes, and presentation materials.
1.4 Project Manaaement
Engineering management team will provide overall project management including monthly invoices
and progress reports that include project updates, updated project schedules, and track percent
complete compared to percent billed. The monthly report will also summarize the key activities
completed during the billing period. Assumed duration of project is 18 months.
Deliverables:
Monthly progress reports and invoices - This deliverable will package the invoices for both the
WWTP and CS Master Plans, but separate job numbers will be used to track tasks within
each MP.
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1.5 Basis for Cost Estimates
ENGINEER will prepare a draft and final TM developing the basis of the estimated project costs,
operations and maintenance (O &M) costs, R &R costs, and total annual costs to be used
throughout the master planning process. This will include all cost assumptions, including the
basis for estimated construction costs; engineering, legal, administrative, and contingency
(ELAC) costs; estimated inflation; market impacts; and other major financial considerations.
District will be provided with a list of data needs to develop this TM. Estimated capital costs will
be developed for a planning -level of engineering completion, as recommended by
the Association for the Advancement of Cost Engineering International (RACE International).
Treatment plant costs will be primarily prepared using CH2M HILL's Cost Parametric Cost
Model (CPES), based upon construction cost data, and adjusted for locality and market
conditions. Collection system costs will be prepared used bid tab data and previous CCCSD
data. CH2M HILL's construction personnel will be used to review and confirm master planning
cost estimates, including market correction factors, cost efficiencies or cost complications
associated with construction sequencing, and overall adherence to best cost practices.
Information Needs:
Cost basis including past and current labor, consumables, utilities, contingencies.
Previous treatment plant rehabilitation upgrade cost data, if any.
Deliverables:
Basis of Costs TM3 - This deliverable will be the same for the WWTP and CS Master Plans,
draft and final.
2. QUALITY ASSURANCE /QUALITY CONTROL PLAN
Engineer will develop a quality assurance /quality control (QA /QC) plan that describes how
quality assurance and quality control will be performed throughout the master planning process,
at key milestones, and for each major master plan deliverable. QA/QC evaluations shall be
performed by a separate team of experts independent from the Master Plan team and
coordinated to promote creativity, effective communication, technical soundness, accuracy of
cost estimating, open discussions, and constructive interaction among all members of the
master planning team.
Information Needs:
Any existing QA/QC policies and procedures used by the District that should be applied to this
project.
Deliverables:
None - QA/QC Plan to be included in Task 1 deliverable Project Control and QA/QC Plan
which will be a shared document between the WWTP and Collection System Master Plans.
Meetings:
Covered in monthly progress meeting.
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3. COMMUNITY OUTREACH
ENGINEER will develop a multi- faceted Community Outreach and Strategic Communications
Plan (Community Outreach Plan) to inform external and internal stakeholders. The Community
Outreach and Strategic Communications Plan will create a public information framework of the
outreach approach, communications, strategies, and deliverables to be implemented. Several
key activities will be completed in this task:
• Research: Quantitative research will be commissioned of ratepayers to determine their
overriding issues, their opinions about the District and reaction to potential and key project
messages that will resonate with them going forward. Includes $30K for out of pocket
expenses and $5K for oversight, management, and support of the research process.
Survey firm to be determined.
Key Stakeholder Interviews: Key stakeholder interviews will be held with community
members who have their fingers on the community pulse. The interviews will help identify
issues, challenges, and positive approaches to external and internal communication.
Assumes 10 - 12 interviews with key grasstop leaders of organizations, not - for - profits, and
other regional policy leaders. Summary report developed from findings. Report, along with
research (above), to help refine message plan development.
Message Plan: A concise message plan (an internal planning document) will cover all
aspects of the development of the CMP and will ensure that all team members are on the
same page in public communication. This will include a compendium of questions that the
public may ask and get answers. It will also be used to inform the District's internal
audiences. Top three study messages along with supporting facts /figures /data to help
effectively communicate purpose and need for study and follow -on investments. Assumes
refinement from District. Also assumes one message training session /practice.
Deliverables:
Outreach Plan TM4 - Provides for one communication plan with limited updates, draft, and
final versions included. Plan to be completed AFTER research and stakeholder interviews
(see above).
ENGINEER will support development of one (1) PowerPoint presentation or prezi that will be
used to make informational presentations to elected bodies, civic /business /social organizations
throughout the 18 -month process. Assumes up to 10 presentations. Also includes up to six (6)
presentations to PAC and TAC, assuming each one needs to be individually prepared. Assumes
District gives presentation with support from Katz and Associates team.
ENGINEER will work with District Staff to implement the Outreach Plan. District Staff will lead much
of the effort. Katz and Associates will participate meaningfully on the following elements:
• Materials: Informational materials will be developed that clearly explain the CMP's purpose
and need. The materials will include a fact sheet for distribution in a variety of ways and a
Frequently Asked Questions (FAQs) document. Additional pieces will be considered while
developing the Community Outreach Plan.
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• The Website: Adding a special section to the existing site that focuses on the CMP is
recommended until the CMP is adopted.
• Media Relations and Social Media: Media relations and social media activities will be
enhanced for the Community Outreach Plan development, providing mass audience
outreach. It is assumed the District would lead this effort with support provided by the
consultant team.
• Speaking Engagements and Events: To inform the community about the CMP, speaking
engagements will be scheduled with key groups and regional organizations.
• Public Outreach: Additional opportunities for further public education will be sought
through materials and grass roots efforts. If the District has any advisory groups, this
outreach would include engaging those audiences too.
Assumptions:
District staff will provide significant support for the outreach implementation effort.
Information Needs:
Communication outreach strategies and materials already developed by District staff or by
others for District use will be made available for developing this plan.
4 EVALUATE EXISTING INFORMATION
Engineer will develop descriptions, supporting figures, and tables of existing wastewater
treatment and disposal facilities. The descriptions will include design criteria, unit sizes, and
both hydraulic and process capacities. ENGINEER will provide updated plant layouts (based on
using aerials photographs), liquids, solids, and energy (power and steam) flow schematics.
Deliverables:
• TM5 - Existing Facilities, draft and final.
4.2 Review Past Reports and Models
ENGINEER will review past studies, reports that have been developed over the past
approximate 20 years by consultants and by District staff that have defined various topics such
as overall condition of the Plant, capacities and conditions of existing facilities, site layouts,
seismic studies, incineration, disinfection, and other pertinent information. The purpose of this
review is to assess the relevancy, applicability of each report and how they may affect the
master planning of future facilities.
ENGINEER will review previously developed process, energy, and hydraulic models that may
be helpful for completion of master plan tasks. ENGINEER will summarize the relevance of
each major past report/model to the master planning process and confirm the applicability and
estimated costs of capital improvements where capital improvements were recommended in
reports. It is anticipated that other (new) studies or reports will be completed over the course of
the preparation of the Master Plan, and they will need to be incorporated into the Master Plan.
The master planning team will review and provide input and comments on these draft
documents, as necessary, before they are finalized. Past reports to be reviewed include the
reports provided as reference material for the RFP in addition to approximately 20 other
applicable reports and memoranda.
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Information Needs:
All applicable reports, models, design criteria, and relevant data.
Deliverables:
None - Relevant background and recommendations from these past reports will be
summarized into TMs in other tasks as a Background /Past Reports section at the beginning
of each TM.
5. FLOWS AND LOADS ANALYSIS
ENGINEER will review, evaluate, and summarize historically recorded wastewater flows and
both conventional and nonconventional (e.g., heavy metals, trace organics, etc.) pollutant
characteristics and loads for the purpose of projecting wastewater flows and loads and
evaluating treatment plant capacities. Flows and loads, and associated peaking factors, will be
evaluated on an average dry weather, average day annual, average day maximum month, and
peak hourly basis. ENGINEER will evaluate diel, diurnal, and seasonal variability in flows as-
needed for evaluating process capacities, assessing master plan alternatives, and optimizing
existing facilities. ENGINEER will review and summarize past data and reports related to
receiving water characteristics. ENGINEER will coordinate with the new collection system
hydraulic model.
ENGINEER will coordinate with the Collection System Master Plan to summarize wastewater
flow and load projections (average dry weather, average day annual, average day maximum
month, and peak hourly) for the planning horizon and for build -out conditions considering: future
population projections, per capita wastewater flow rate and loads, historical flows and loads
trending, current and projected trends in water consumption and water conservation rates,
current and projected trends in inflow and infiltration (1 /1).
Assumptions:
Conclusions will be drawn from past 5 years of operating data.
Information Needs:
Influent data on all constituents for past 5 years.
Deliverables:
TM6 - Historical and Projected Flow and Loads, draft and final.
6. EXISTING FACILITIES ANALYSIS
6.1 Master Plan Design /Standby Criteria
ENGINEER will determine design and standby criteria to be used for evaluating the capacity of
existing facilities and development of recommended improvements. Design (firm versus
standby) criteria will consider original design criteria, consultant's experience with similar
facilities, District staffs operational, and maintenance experiences; reliability information from
other treatment plants; and accepted engineering /industry practices.
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Information Needs:
Existing design criteria for all facilities.
6.2 Hydraulic Capacity Evaluation
ENGINEER will review and update the District's previous hydraulic capacity study and model
and provide an updated hydraulic profile and evaluate hydraulic capacity throughout the
treatment plant to identify potential hydraulic bottlenecks. The hydraulic model shall be provided
to the District at the end of the Master Plan including all rights to own and use the model
developed for the District for this project. ENGINEER shall train District staff in the use of the
model. The past model must be converted from old software format.
Information Needs:
Information on observed bottlenecks or hydraulic issues.
6.3 Process Performance and Capacity Evaluation
ENGINEER will review original design and sizing criteria, past reports, historical operating data,
and current operational strategies for each treatment plant process. Assess the hydraulic and
process capacities of each treatment plant process by evaluating hydraulic and process
loadings, historical performance of each process, and considering the established
design /standby criteria.
Information Needs:
Plant data between processes and for final effluent for last 5 years.
Deliverables:
TM7 - Treatment Process Performance and Capacity, draft and final. This TM will summarize
the findings of Tasks 6.1 through 6.6.
6.4 Process Model Configuration
ENGINEER will review the District's previously developed BioWin® model and perform
additional configuration and /or calibration required to model future treatment plant alternatives
and evaluate existing process capacities. ENGINEER will provide the District with a copy of the
updated BioWin® model in the latest BioWin® software format and supporting calibration data.
District will pay for the updated model license directly with the vendor, if required.
ENGINEER will identify the wastewater parameters to be sampled and analyzed to 1) provide
information for the updated BioWinTM calibration, 2) address identified data gaps, and /or 3)
resolve identified data deficiencies. The data obtained from the sampling and analysis of the
identified wastewater parameters will provide information to define BioWinTM influent and
intermediate process wastewater characteristics, and supplement available operations and
performance data.
The sampling and analysis effort will distinguish between particulate, filterable, biodegradable,
and /or unbiodegradable fractions of chemical oxygen demand (COD), carbonaceous
biochemical oxygen demand (cBOD), total Kjeldahl nitrogen (TKN), and total phosphorus.
ENGINEER will coordinate closely with District to develop a specific sampling and analysis plan,
which will identify appropriate wastewater parameters for calibration of the process simulator.
This sampling and analysis plan will describe the additional sampling points (if needed) and
additional constituents to be measured from a minimum of fourteen (14) daily flow- weighted
composite samples and eight (8) concurrently - collected sets of flow- weighted grab samples that
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are taken every 2 -hours to identify diurnal influent load patterns. District will be responsible for
sampling, testing and compiling the data for use by the ENGINEER.
6.5 Baseline Energy Evaluation
ENGINEER will establish baseline power supply capacities (grid and co -gen), natural gas and
landfill gas usage, and major power demands. Describe the District's approach to power
management using historical power and gas data (natural gas and landfill gas) and provide a
baseline energy flow diagram for the treatment plant. Baseline energy flow diagram will be
provided in a Sanke diagram format. Energy balance calculations will be prepared using the
CHEApet tool, which is publically available through the Water Environment Federation.
ENGINEER will establish baseline steam supply capacity (waste heat boilers, auxiliary boilers)
and demands (secondary aeration turbines, plant air, etc.). Summarize the District's approach to
steam management based on historical steam data and provide an updated steam flow diagram
including an estimate of excess heat available for other uses.
ENGINEER will compare the District's energy usage to similar facilities and industry
benchmarks. Evaluate net energy recovery potential for the District's existing treatment plant
configuration. Create material and energy balance diagrams for the existing plant and for the
recommended alternatives. ENGINEER will coordinate these diagrams with the development of
process alternatives.
ENGINEER will provide up to 8 hours of training on the CHEApet tool.
Information Needs:
Operations and maintenance costs per process for last 5 years including energy usage, steam
usage and production
6.6 Greenhouse Gas Management
ENGINEER will review and summarize the District's approach to managing greenhouse gas
emissions below the California Air Resources Board (CARB) Cap and Trade Limit of 25,000 MT
CO2e per year and provide a baseline summary of greenhouse gas emissions by major source.
ENGINEER will develop long -term strategy for evaluating the cost effectiveness of operating
below the Cap and Trade Limit as opposed to participating in the Cap and Trade program.
ENGINEER will coordinate this strategy with the development of process alternatives and
consider the potential impacts to the greenhouse gas management strategy with and without the
long -term availability of landfill gas.
Information Needs:
GHG emission sources and estimates for last 5 years.
6.7 Resiliency Adaptation Plan
ENGINEER will assess potential site impacts to the wastewater treatment plant due to climate
change, including extreme water levels and potential flooding due to high tides and extreme
precipitation events, and seismic events. ENGINEER will recommend policy, design criteria, and
improvements necessary to address these impacts, including order of magnitude costs.
ENGINEER will coordinate recommendations with related regional, state, and federal projects
and recommendations for addressing climate change.
Information Needs:
Map of areas experiencing flooding and the event under which it occurred.
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Deliverables:
TM8 - Resiliency and Vulnerability, draft and final. This TM will summarize findings of Tasks
6.7 and 6.8.
6.8 Vulnerability Analysis
ENGINEER will assess vulnerabilities with the District's existing wastewater treatment plant
facilities and provide recommendations for improving the District's resiliency and security.
Vulnerabilities include site access and security and potential impacts to District facilities and
operations due to supply chain disruptions (e.g., chemicals, power) and natural and man -made
disasters. ENGINEER will summarize current and potential future regional, state, and federal
security requirements that may require modifications to the District's existing facilities and
operations and provide order of magnitude costs and timing of suggested improvements.
Deliverables:
None — included in TM8 — Resiliency and Vulnerability.
6.9 Existinci Facilities Workshops
ENGINEER will conduct 2 workshops - 1 with staff and management (assumed 8 hours) and 1 with
Board (assumed 4 hours). Topic covered at the workshops will be the same and will utilize
essentially the same presentation materials. The Board workshop will also include a discussion of
Board objectives, strategic planning, and level of service goals using similar presentation materials
from the Visioning Workshop held with District staff. Attendance at staff workshop will include more
attendee, including PD, PM, PE and up to 3 subject experts at each meeting. Board workshop
attendees are assumed no more than 4 consultant team members to attend.
Deliverables:
Workshops agendas and presentation materials.
7. CONDITION ASSESSMENTS
7.1 Identify Repair and Replacement (R&R) Needs
ENGINEER will prioritize and perform structural, process, electrical and instrumentation, and
mechanical visual condition assessments of the District's wastewater treatment plant. The
condition assessment will be based on a five -man team being onsite for one week, inspecting
what can be assessed during that time. Corrosion and structural condition assessments of
critical process areas requiring process shutdowns will be coordinated with the District's
maintenance schedule. Prioritization of assets to assess will include input from the District,
including at a minimum:
• Multiple Hearth Furnace: review existing assessment and identify gaps, perform on -site
assessment, make recommendations for additional testing or inspection.
• Scrubber: similar to above.
• Cogeneration system: similar to above.
• Secondary clarifiers: assess up to two clarifiers, subject to District's abilities to take facilities
out of service for inspection.
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Aeration basins: assess up to two basins, subject to District's abilities to take facilities out of
service for inspection.
• Primary clarifiers: assess up to two clarifiers, subject to District's abilities to take facilities
out of service for inspection.
ENGINEER will review and use, where feasible, previously completed condition assessment
reports (e.g., seismic, concrete, pavement, cathodic protection, cranes, odor control equipment,
elevators, etc.) to support condition assessment findings. ENGINEER will prioritize assets
requiring advanced performance testing, predictive tools, and testing and perform additional
testing on critical assets impacting major master plan recommendations. ENGINEER will
recommend predictive tools that may assist the District in performing future condition
assessments. ENGINEER will conduct nondestructive test methods if required to determine life
expectancy of some of the assets to provide more accurate results.
ENGINEER will coordinate condition assessment approach with the District's separate Asset
Management Implementation Project which includes migration of the District's existing data from
the District's existing computerized maintenance management system (CMMS), Mainsaver, to a
new CMMS, CityWorks ®. Use existing asset inventories in the District's CMMS to the extent
possible.
7.2 Develop Repair and Replacement Programs and Costs
ENGINEER will provide reporting, weighing and scoring system, and analysis tools for
determining recommended near -term and long -term repair and replacement strategies to be
incorporated into the Master Plan's capital improvement project recommendations. ENGINEER
will estimate the repair and replacement costs for existing equipment and develop annual repair
and replacement costs required to minimize the life -cycle costs for existing facilities.
ENGINEER will identify recommended frequency of recurring condition assessment/inspection
tasks and recommend strategy for continued condition assessments. ENGINEER will provide
training to District staff on use of technology and interpretation /analysis of results.
7.3 Develop Condition Assessment Templates
ENGINEER will coordinate with District staff and the District's asset management
implementation consultant to develop and provide standard, site - specific templates, predictive
tools, and criteria that can be utilized by District staff or contractors for future condition
assessments and testing as part of the District's asset management program. ENGINEER will
coordinate with District staff to provide the results in a format for incorporation into the new
CMMS and consistent with industry standards (e.g., ISO). ENGINEER will prepare for and
provide one meeting to train District staff on the templates, guidelines, and tools for completing
future condition assessments /inspections.
Assumptions:
Condition assessment and additional testing will be conducted only as the allocated budget
allows. Engineer will work with District Staff to prioritize efforts given budget limitations.
Information Needs:
Asset list and inventory.
Maintenance records and costs.
Existing templates, guidelines, and program.
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Deliverables:
TM9 - Condition Assessment, draft, and final.
Templates and training documents.
Meetings:
On -site assessment of assets, walking through with operations and maintenance staff.
Training meeting.
8. RECYCLED WATER FACILITIES EVALUATION
ENGINEER will review existing reports and data to summarize current average and peak day
recycled water demands for the purposes of evaluating capacity of existing recycled water
facilities.
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ENGINEER will perform condition assessments, estimate repair and replacement costs, and
develop condition assessment forms for recycled water facilities (applied water, filters, filter
support, Clearwell, recycled water pumping) similar to the task for performing condition
assessments for the wastewater treatment plant. ENGINEER will perform a condition
assessment of key filter elements and recommend additional testing or investigation of specific
element such as the filter underdrains and rotary washers, and filter media analyses.
ENGINEER will analyze filter operation and performance.
8.3 Recycled Water Treatment Capacity Evaluation
The District wishes to conduct an evaluation of treatment capacity for each of the major recycled
water treatment facility components, including applied water pumping, tertiary filters, backwash
pumping, clearwell storage and contact time facilities, and recycled water delivery facilities. The
recycled water facilities were originally designed with a total rated capacity of 36 mgd; however,
due to many reasons (e.g., filter influent quality, Title 22 requirements, performance
modifications) has a reduced capacity.
8.3.1 Review Previous Studies, Historical Operation, and Performance Data
The District has conducted numerous studies relating to recycled water treatment performance
and troubleshooting, primarily focusing on the filter plant since it has had various operational
issues. Previous studies will be reviewed and summarized so the District has one document that
catalogues the previous work performed. It is assumed that the District will provide historical
operational data on filter and contact basin flow rates, filter headloss and runtime, filter feed and
filtrate quality, and hypochlorite dose and chlorine residual in spreadsheet format. Facility
design information, previous studies and historical operational data will form the basis for field
testing and the capacity evaluation. Field testing, as described below, will focus on the tertiary
filters, since this is the treatment unit with the greatest uncertainty with regard to treatment
capacity. It is anticipated that capacity of the disinfection and pumping facilities can be well
characterized based on existing information.
8.3.2 Coagulant Testing
Use of an effective coagulant and adequate flash mixing are key to performing meaningful filter
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capacity testing. The existing facilities do not include flash mixing. Previous bench scale testing
indicated that the existing coagulant is not optimal. ENGINEER will work with District staff to
develop a coagulant testing plan and will assist the District in performing full -scale coagulant
testing. It is assumed that the District will install a temporary flash mixer and temporary dosing
facilities downstream of the applied water pumps to ensure adequate flash mixing and dose
control during coagulant testing, and provide totes of two to three coagulants as determined by
the ENGINEER /District team. Budget for this task assumes the coagulant testing will occur over
a one week period.
8.3.3 Filter Media and Backwashing Evaluation
Filter operational issues over the past several years suggests that some of the filters perform
better than others. Filter physical properties will be evaluated to understand filter properties and
differences between individual filters to help evaluate filter capacity. These will include
measurement of media depth and freeboard in each filter, collecting core samples from each
filter and having a media characterization conducted at six depths for each core, performing a
backwash turbidity profile and measuring filter bed expansion in each filter, and conducting a
filter excavation in each filter using a one meter by one meter plexiglass box to visually inspect
and media at different levels and the filter underdrains. It is assumed that the District will provide
a staff member to assist the Carollo field technician with the field measurements.
8.3.3 Filter Capacity Evaluation
Based on the results of the previous tasks, ENGINEER will work with District staff to develop
and carry out a filter capacity test plan. Given the inconsistencies in historical filter performance,
the test plan will include testing of various combinations of filters beginning at low loading rates
and increasing the loading rates with time. Budget is based on one month of capacity testing
with capacity testing performed by District staff with half -time assistance from ENGINEER.
8.3.4 Disinfection and Pumping Facilities Capacity Evaluation
The capacity of the disinfection contact basin and pumping facilities will be evaluated based on
existing hydraulic studies of the contact basin, existing disinfection system performance, pump
station design information, and pump station flow data. Reliable pumping capacity will be based
on capacity with the largest pump out of service.
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ENGINEER will develop a strategy for addressing capital improvements required for continued
use of existing recycled water facilities to comply with current District commitments and a
strategy for addressing capital improvements that may be required for satisfying current and
future recycled water demands. ENGINEER will include these recommended improvements in
the final recommended capital improvement program.
ENGINEER will coordinate with a separate ongoing study for the Potential Opportunities for
Wholesaling Recycled Water. That study is expected to be completed within the next 6 -8
months. Recommendations from this study should be incorporated into this Master Plan.
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ENGINEER will identify and determine the facilities, site layout requirements, and costs for
improvements that would be required to treat the District's average day annual flow for recycled
water use such that, on an average day, there would be zero discharge through the District's
outfall. Both a dry weather and potentially a wet weather option for zero discharge should be
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12
evaluated. The District will provide the Potential Opportunities for Wholesaling Recycled Water
study that assesses potential recycled water wholesale opportunities that may be used to
confirm the approach for sizing future recycled water facilities.
Assumptions:
District Staff will perform any recommended stress testing and disassembly to access
facilities.
Information Needs:
Recycled water uses and projected demands.
Operational data and costs.
Deliverables:
TM10 - Recycled Water Facilities, draft and final
Meetings:
On -site assessment of assets, walking through with operations and maintenance staff.
9. IDENTIFY AND EVALUATE REGULATORY SCENARIOS
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ENGINEER will review the District's operating permits and existing regional, state, and federal
regulatory requirements governing the discharge of treated wastewater to Suisun Bay and water
reuse. In addition, review solids treatment and disposal regulations, and applicable air quality
(odor and air emissions, greenhouse gas emissions) regulations for the site. District staff will
provide a complete list of permits currently being tracked and monitored by the District.
ENGINEER will identify, describe, and summarize applicable new and emerging regulatory
issues, and develop regulatory scenarios that bracket the range of potential future regulatory
requirements to be used in the development of master planning alternatives. ENGINEER will
coordinate this task with ongoing research and reports being performed by the Bay Area Clean
Water Agencies (BACWA), as well as other state and national organizations such as CASA,
NACWA, and WEF regulatory committees.
Information Needs:
All existing permits.
Deliverables:
TM11 - Existing and Future Regulations, draft and final
10. EVALUATE IMMEDIATE AND FUTURE NEEDS
10.1 Summarize Immediate and Future Needs
ENGINEER will summarize the existing (immediate) and future needs of the treatment plant by
comparing current and projected wastewater flows and loadings with the capacity of the existing
facilities on a process -by- process basis (liquids, solids, air, energy — power and steam, and
other processes) and considering other drivers such as potential impacts of regulatory
requirements, optimizations of existing facilities, and the condition of existing assets.
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10.2
ENGINEER will review and identify recommended improvements and repair and replacement
strategies for the District's electrical distribution system (480V and higher voltage) and normal
and standby power supply strategy to improve reliability, arc flash study implementation and
electrical hazard assessments, and reduce maintenance costs.
10.3 Evaluate Existing Instrumentation and Controls and SCADA System
ENGINEER will review and identify recommended improvements and repair and replacement
strategies for the District's instrumentation and controls system architecture and equipment
(PLCs, SCADA, and process data management software). Incorporate previous
recommendations from the District's 2011 Plant Control System Needs Assessment. Confirm
and update the remaining improvements recommended in the 2011 Plant Control System
Needs Assessment and include additional improvements required throughout the planning
horizon.
Information Needs:
Data and past reports on electrical and SCADA systems.
Deliverables:
TM12 - Immediate and Future Needs, draft, and final.
Meetings:
Site visit and meeting with O &M staff to review Electrical and SCADA needs.
11. IDENTIFY AND DEVELOP PROJECT ALTERNATIVES
11.1 Site Planning Evaluation
ENGINEER will review and summarize the District's previous site planning reports, including
previous site characterization and remediation alternatives for the District's single waste
management unit property (soil cap on surcharge pile and Basin A South) that is expected to be
required for future liquid and /or solids facilities. Evaluate and identify District property available
for siting future facilities including use of existing treatment plant property, District -owned buffer
property, and potential strategic non - District owned property if needed. The Site Planning
evaluation shall be the basis for site planning considerations for each of the liquids and solids
alternatives. Include costs associated with site planning in the recommended capital
improvement program.
ENGINEER will use District - provided mapping data and aerial photographs to develop base site
maps for evaluating master plan alternatives. Base site maps shall include mapping coordinates
and dimensional data necessary to perform air dispersion modeling.
11.2 quids Treatment Alternative
ENGINEER will identify and summarize candidate technologies for liquids treatment to meet
anticipated regulatory, growth, asset management, and performance requirements. Liquid
treatment alternatives must consider equalization, preliminary, primary, secondary, tertiary, and
disinfection treatment processes, as well as effluent discharge, and other plant
hydraulic /pumping processes and facilities.
ENGINEER will combine the viable candidate treatment technology alternatives to consider and
assess a wide range of conceptual treatment alternatives in developing viable future liquids
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treatment process alternatives. ENGINEER will evaluate, rank, and select the top liquid
treatment alternatives considering established evaluation criteria, potential related impacts on
other processes such as solids, air, normal and standby power generation /distribution facilities,
and steam generation /distribution facilities. Liquid treatment alternatives must include processes
that can meet potential future ammonia and /or total nutrient limits and should consider potential
future nutrient recovery.
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ENGINEER will identify and summarize candidate solids treatment (thickening, stabilization,
dewatering) and reuse /disposal alternatives to meet anticipated regulatory, growth, asset
management, and performance requirements. This will include evaluating existing facilities and
costs, energy (power and steam) management impacts, air emissions compliance alternatives
for each technology, related gas treatment and handling facilities when applicable. At a
minimum, solids alternatives must include continued use of the District's multiple hearth
furnaces, replacement with fluidized bed incineration, replacement with anaerobic digestion
(with capabilities to achieve Class A biosolids), a combination of incineration with anaerobic
digestion, potential sludge pretreatment, regional alternatives, and potential innovative solids
technologies such as gasification, pyrolysis, supercritical water oxidation, and hydrothermal
liquefaction.
ENGINEER will combine the viable candidate solids treatment technologies to consider and
assess a wide range of conceptual treatment alternatives in developing future solids treatment
process alternatives. ENGINEER will consider biogas management processes, if applicable,
and air emission control equipment needed for each technology /alternative to maintain
compliance with existing and future air emission regulatory scenarios in addition to resource
recovery technologies that are applicable to the solids alternatives (e.g., phosphorus recovery).
ENGINEER will evaluate, rank, and select the top solids treatment alternatives considering
established evaluation criteria, potential related impacts on other processes such as liquids and
air processes, normal and standby power generation /distribution facilities, steam
generation /distribution facilities, and the long -term availability of landfill gas.
11.4 Sunnort Facilities
For the top ranked liquids and solids alternatives, ENGINEER will assess and prepare site utility
and support system layouts, showing the general and support facility improvements required,
including: major utility corridors, process piping, support buildings, odor control facilities, utility
systems (air, water, steam, drainage), electrical systems, roadways, security, etc. ENGINEER
will evaluate existing access pathways and access throughout the treatment plant for the
movement of vehicles, carts, people, supplies, and equipment and identify potential capital
improvements to optimize access and operations and maintenance costs.
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ENGINEER will develop a strategy for optimizing on -site energy independence and a strategy
for achieving net zero energy for the District's wastewater treatment plant. Summarize current
and projected energy demands and develop projected materials and energy diagrams based on
recommended treatment alternatives, recommended process and alternative energy production
alternatives, and the availability and cost of applicable energy sources. ENGINEER will
compare the District's energy demands to typical industry benchmarks.
ENGINEER will consider energy management control systems, energy efficiency measures,
and alternative energy production alternatives such as solar photovoltaic panels (owned or
power purchase agreements), hydrogen fuel cells, and hauled waste programs (FOG, food
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waste, high strength industrial waste, etc.). Energy- related improvements must consider impacts
to plant -wide power and steam management, greenhouse gas emissions, and potential barriers
that may impede on -site power production.
11.6 Process Optimization
ENGINEER will review plant operating data, conduct a plant tour, interview
engineering /operations /maintenance staff, and apply appropriate analyses and modeling to help
assess improvements to existing liquids, solids, and energy (power and steam) management
facilities to: 1) reduce energy requirements; 2) reduce operation and maintenance costs; and
3) to reduce greenhouse gas emissions; and 3) maximize use of available resources.
Optimization recommendations shall consider existing and future recommended processes. At a
minimum, consider other potential uses of waste heat such as thermal drying of cake solids,
optimizing use of waste heat/steam, automated SRT control, and improved automation of the
UV disinfection process.
Information Needs:
Mapping and aerials of plant site.
Deliverables:
TM13 - Alternatives Identification and Analysis TM, draft and final. TM will summarize Tasks
11.1 - 11.6.
• Site visit to consider optimization.
11.7 Alternatives Workshops
ENGINEER will conduct 2 workshops - 1 with staff and management (assumed 8 hours) and 1 with
Board (assumed 4 hours). Topic covered at the workshops will be the same and will utilize
essentially the same presentation materials. Attendance at staff workshop will include more
attendee, including PD, PM, PE and up to 3 subject experts at each meeting. Board workshop
attendees are assumed no more than 4 consultant team members to attend.
Deliverables:
Workshops agendas and presentation materials.
12. DEVELOP RECOMMENDED MASTER PLAN PROGRAM
12.1 Select Master Plan Alternative
ENGINEER will evaluate and select the top ranked master planning alternative from the
previously screened master planning alternatives (Task 11) using the agreed upon economic
and non - economic evaluation criteria. ENGINEER will perform sensitivity analysis of the
planning, engineering, and cost assumptions and sensitivity of economic and non - economic
criteria used to select the top ranked alternative.
Final recommendations will include project and program descriptions, process and energy
diagrams, greenhouse gas emission projections, layouts, site plans showing existing and future
facilities and major support facilities and corridors, cost estimates, and preliminary design
criteria for the top ranked master plan alternative.
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ENGINEER will develop a capital improvement plan (CIP) showing the timing and phasing of all
capital improvement projects in the twenty year planning horizon with particular emphasis on the
first ten years of the planning horizon. The CIP will be organized to identify linkages among the
major capital improvement projects and repair and replacement projects such that the projects
can be re -sorted and re- scheduled as changes in planning assumptions and need occur.
ENGINEER will assist the District to coordinate the recommended capital improvements with
the District's existing Capital Improvement Plan to provide an overall comprehensive capital
improvement plan.
ENGINEER will identify triggers for starting piloting (if applicable), preliminary design, design,
and construction of the recommended capital improvement projects in order to determine
efficient Just-in-time" project implementation.
ENGINEER will identify policies, programs, and guidelines to address overall program
implementation including project prioritizations, implementation costs, project delivery methods,
potential funding sources, and an estimated schedule for implementing plan elements.
Assumptions:
District will engage in discussion prioritization of CIP and Recommendations to meet funding
limitations or expectations.
Information Needs:
Existing CIP and project information format.
Deliverables:
TM14 - Recommendations TM, draft, and final.
CIP spreadsheets.
Meetings:
Two meetings on CIP prioritization to be coordinated with the Collection System Master Plan.
12.3 Recommendations /CIP Workshops
ENGINEER will conduct 2 workshops - 1 with staff and management (assumed 8 hours) and 1 with
Board (assumed 4 hours). Topic covered at the workshops will be the same and will utilize
essentially the same presentation materials. Attendance at staff workshop will include more
attendees, including PD, PM, PE and up to 3 subject experts at each meeting. Board workshop
attendees are assumed no more than 4 consultant team members to attend.
Deliverables:
Workshops agendas and presentation materials.
13. FINANCIAL ANALYSIS
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ENGINEER will recommend and identify funding opportunities, such as grant and loan
programs for the District based on the recommended program and projects. Effort will consider
latest funding opportunities related to climate change, energy conservation, recycled water,
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wastewater research, and other opportunities that are applicable to the capital improvements
included in the recommended capital improvement plan for the wastewater treatment plant.
13.2 Financial AnalXs"s SuI2=
ENGINEER will assist the District in developing an updated financial plan that identifies the
annual revenue requirements and rates and fees analysis over the planning horizon, with
emphasis on the first ten years. The financial analysis shall build upon the District's newly
developed rate model.
ENGINEER will provide annual flow and waste load allocations for the recommended capital
improvement plan. ENGINEER will assist in analysis of the debt - structure funding strategy,
including pay -as- you -go and debt financing; allocations of costs to billable constituents and to
user categories; near- and long -term capital and operational needs; as well as potential impacts
on customer classes due to modifications of the rate structures. The results of the revenue
requirement will define what levels of rate increases are necessary in order to fund ongoing
expenditures, identified capital needs, meet the District's policy goals, and adhere to Proposition
218 and California Government Code §66000 requirements.
Assumptions:
District will perform the rate modeling either through a separate contract or through use of
District Staff. ENGINEER will provide input parameters for the model.
Information Needs:
Rate model.
District financial data including revenue and costs.
Deliverables:
None — Financial analysis will be incorporated into Recommendations TM (Task 12) and the
Master Plan Reports.
Meetings:
Up to two meetings with District staff responsible for financial plan and rates.
14. RESEARCH AND DEVELOPMENT
14.1 Review Existing Palot Project Results
ENGINEER will review data and progress reports for the District's zeolite - anammox pilot project.
ENGINEER will evaluate the capital and O &M costs, footprint requirements, reliability, and
overall feasibility of scaling up the zeolite - anammox process for mainstream or split stream
treatment of secondary effluent for nitrogen removal.
ENGINEER will evaluate and select recommended technologies for piloting at the District's
treatment plant based on the master plan alternatives evaluation and master plan discussions.
Assist the District to establish a program to screen, plan, and implement pilot research projects
ranging from lab -scale experiments to full -scale pilot demonstrations. The program will include
recommendations for collaboration and partnering with other agencies and /or academic
institutions and recommend planning studies that are not included as part of the Master Plan
scope.
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Assumptions:
District will provide all data and reports regarding the zeolite - anammox pilot as well as any
staff observations on issues related to start up and operations.
Deliverables:
None - research findings and recommendations will be included in the Recommendations TM.
15. PREPARE MASTER PLAN DOCUMENTS
As discussed in previous tasks ENGINEER will prepare technical memoranda (TMs) throughout
the master planning process. In the Master Plan document, the TMs will be organized and
provided as a standalone appendix. ENGINEER will summarize the major findings,
recommendations, and conclusions of the TMs into a comprehensive master plan summary
report (50 -100 pages). ENGINEER will provide one -page capital improvement summary sheets
in the appendix to the Master Plan for each recommended capital improvement project.
ENGINEER will develop an additional executive summary (20 -40 pages in Adobe InDesign
format) for the Comprehensive Wastewater Master Plan that summarizes the major findings,
recommendations, and conclusions of both the Wastewater Treatment Plant Master Plan and
the Collection System Master Plan. The combined executive summary shall be coordinated with
the community outreach objectives.
Assumptions:
Executive Summary will be a joint document covering both treatment and collection system
recommendations.
Deliverables:
• Draft Master Plan.
• Final Master Plan.
• Executive Summary.
Meetings:
One meeting to review comments on draft master plan and executive summary.
16. ENVIRONMENTAL DOCUMENTATION
Once the Recommended Program and Projects are determined, ENGINEER will develop a
strategy for complying with the environmental documentation required to implement the
recommended capital improvement program. Different CEQA vehicles will be considered for use
depending on the type, location, and timing of the projects. CEQA documentation vehicles or
strategies may include Categorical exemption, Negative Declaration, Mitigated Negative
Declaration (MND), project specific Environmental Impact Report (EIR) and a Programmatic
EIR. One strategy may be to group immediate need projects that are replacement of existing
infrastructure that are categorically exempt from CEQA (likely those at the plant) and to group
other immediate need projects (likely those in the collection system) into an MND . These
projects may then proceed right away while a programmatic EIR is underway for the longer term
recommended improvements. ENGINEER will hold one meeting with District Staff to review and
discuss draft findings and recommendations.
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Assumptions:
Scope and level of effort does not include engineering support of CEQA document
preparation. Only a strategy for CEQA will be provided. Specific CEQA project scopes and
budgets can be prepared separately as the appropriate level of project detail is available.
Information Needs:
Information on past environmental documentation efforts including success or challenges from
use of different CEQA vehicles (e.g., categorically exempt, mitigated negative declaration or
EIR).
Deliverables:
TM 15 - Environmental Documentation Strategy TM, draft, and final.
Meetings:
One meeting on CEQA strategy.
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APPENDIXA2
COLLECTION SYSTEM MASTER PLAN
SCOPE OF WORK
PLANNING OBJECTIVES AND APPROACH
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ENGINEER will prepare a project control plan that establishes the overall work plan, schedule,
team, City contact information, communication plan, QA/QC plan, and decision tracking to be used
during the project. The project plan shall include an outline for the Master Plan. Roles and
responsibilities and communication pathways will be clearly defined. Schedule will include time for
QA/QC procedures and key milestones, meetings and deliverables. The Project Control Plan will
include the QA/QC plan and will be closely coordinated with the Community Outreach Plan.
Deliverables:
TM1 - Project Control Plan and QA/QC Plan - This deliverable will be the same for the WWTP
and CS Master Plans, draft and final.
TM template for all TMs to be developed, including graphic and table templates.
ENGINEER will lead a visioning workshop to refine the initial vision and objectives developed for
the Master Plan by the District. The Visioning Workshop will be 6 hours and held concurrently
with the Wastewater Treatment Plant Master Plan Visioning Workshop. This includes identifying
what the plan is to accomplish, summarize master plan drivers (e.g., regulatory, policy /strategic
initiatives, growth, aging infrastructure, optimization /sustainability, etc.), what information it will
provide, and how the Master Plan will be used in subsequent implementation steps. At the
workshop, the decision process will also be discussed and defined including development of
economic and non - economic evaluation criteria and metrics, including triple bottom line
analysis, to compare master plan alternatives. A draft technical memorandum (TM) outlining the
objectives and metrics will be developed for District review prior to the Visioning Workshop. The
outcome of the workshop will be documented. Consultant team attendees include PD, PM, PE
(others are listed in the Wastewater Treatment Plant Master Plan Scope).
Information Needs:
District communications policies, roles, and responsibilities for MP and decision tracking
procedures.
District policies, goals, objectives, and past or current decision processes /criteria.
Deliverables:
TM 2 - Project Goals /Objectives and Decision Criteria, draft and final. This deliverable will be
the same for the WWTP and CS Master Plans.
Workshop agenda and presentation materials.
ENGINEER will hold regular conference calls and meetings to promote creativity, effective
communication, open discussions, and constructive interaction among members of the master
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planning team. Engineer will prepare for and conduct kick -off and progress meetings, conference
call updates, and strategically scheduled workshops with District staff and the District's Board of
Directors.
Project communication and procedures for deliverables will be discussed in the Project Control
Plan and QA /QC Plan. All files will be maintained on SharePoint. District staff will have access
to the deliverables and reference folders to facilitate transfer of reports /data and review of
deliverables.
The following meetings are budgeted for preparation and attendance:
• Kickoff meeting, assumed 4 hour meeting.
• Bi- monthly conference calls with District project management, assumed 1 hour duration.
• Monthly progress and task topic meetings with District project management and task
committees, as needed based on the agenda. Agenda to be prepared and circulated at least
one week in advance to determine attendees. Meetings will not necessarily be held with
Treatment Plant MP team, unless needed for coordination of tasks. Up to 15 meetings at 3
hours /meeting assumed, with attendance by PD, PM, PE and up to 3 subject experts at each
meeting.
• Up to six presentations to REEP meetings. Collection System will be concurrent with the
Treatment Plant MP team. Assumed no more than 4 consultant team members to attend.
Assumed 1 hour meetings. District to prepare materials.
• Up to three 1 -hour Board meetings, concurrent with the Treatment Plant MP team. District to
prepare materials. Assumed up to 4 consultant team members to attend. Concurrent with
TPMP.
Assumptions:
It will be the District project manager's responsibility to ensure the right district staff are invited
to meetings and provide review (in a timely fashion) of deliverables.
Deliverables:
Meeting agendas, notes, and presentation materials.
1.4 Project Management
Engineering management team will provide overall project management including monthly invoices
and progress reports that include project updates, updated project schedules, and track percent
complete compared to percent billed. The monthly report will also summarize the key activities
completed during the billing period. Assumed duration of project is 18 months.
Deliverables:
Monthly progress reports and invoices - This deliverable will package the invoices for both the
VWVFP and CS Master Plans, but separate job numbers will be used to track tasks within
each MP.
1.5 Basis for Cost Estimates
ENGINEER will prepare a draft and final TM developing the basis of the estimated project costs,
operations and maintenance (O &M) costs, R &R costs, and total annual costs to be used
throughout the master planning process. This will include all cost assumptions, including the
basis for estimated construction costs; engineering, legal, administrative, and contingency
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(ELAC) costs; estimated inflation; market impacts; and other major financial considerations.
District will be provided with a list of data needs to develop this TM. Estimated capital costs will
be developed for a planning -level of engineering completion, as recommended by
the Association for the Advancement of Cost Engineering International (AACE International).
Treatment plant costs will be primarily prepared using CH2M HILL's Cost Parametric Cost
Model (CPES), based upon construction cost data, and adjusted for locality and market
conditions. Collection system costs will be prepared used bid tab data and previous CCCSD
data. CH2M HILL's construction personnel will be used to review and confirm master planning
cost estimates, including market correction factors, cost efficiencies or cost complications
associated with construction sequencing, and overall adherence to best cost practices.
Information Needs:
Cost basis including past and current labor, consumables, utilities, contingencies.
• Previous collection system rehabilitation, new pipe, and pump station upgrade cost data, if
any.
Deliverables:
TM 3 - Basis of Costs - This deliverable will be the same for the WWTP and CS Master Plans,
draft and final. The budget for this TM is included in the WWTP Master Plan.
2 QUALITY ASSURANCE /QUALITY CONTROL
ENGINEER will develop a quality assurance /quality control (QA/QC) plan that describes how
quality assurance and quality control will be performed throughout the master planning process,
at key milestones, and for each major master plan deliverable. Quality assurance /quality control
evaluations will be performed by a team of ENGINEER's experts independent from the Master
Plan team and coordinated to promote creativity, effective communication, technical soundness,
accuracy of cost estimating, open discussions, and constructive interaction among all members
of the master planning team.
Information Needs:
Any existing QA/QC policies and procedures used by the District that should be applied to this
project.
Deliverables:
None - QA/QC Plan to be included in Task 1 deliverable Project Control and QA/QC Plan
which will be a shared document between the WWTP and Collection System Master Plans.
The budget for this plan is included in the WWTP Master Plan.
Meetings:
Covered in monthly progress meeting.
3 COMMUNITY OUTREACH
Community Outreach services are divided (based approximately on population served) between
the Collection System and Wastewater Treatment Plant Master Plans.
3.1 Outreach Plan
ENGINEER will develop a multi- faceted Community Outreach and Strategic Communications
Plan (Community Outreach Plan) to inform external and internal stakeholders. The Community
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Outreach and Strategic Communications Plan will create a public information framework of the
outreach approach, communications, strategies, and deliverables to be implemented. Several
key activities will be completed in this task:
Research: Quantitative research will be commissioned of ratepayers to determine their
overriding issues, their opinions about the District and reaction to potential and key project
messages that will resonate with them going forward. Includes $30K for out of pocket
expenses and $5K for oversight, management, and support of the research process.
Survey firm to be determined.
Key Stakeholder Interviews: Key stakeholder interviews will be held with community
members who have their fingers on the community pulse. The interviews will help identify
issues, challenges, and positive approaches to external and internal communication.
Assumes 10 - 12 interviews with key grasstop leaders of organizations, not - for - profits, and
other regional policy leaders. Summary report developed from findings. Report, along with
research (above), to help refine message plan development.
• Message Plan: A concise message plan (an internal planning document) will cover all
aspects of the development of the CMP and will ensure that all team members are on the
same page in public communication. This will include a compendium of questions that the
public may ask and get answers. It will also be used to inform the District's internal
audiences. Top three study messages along with supporting facts /figures /data to help
effectively communicate purpose and need for study and follow -on investments. Assumes
refinement from District. Also assumes one message training session /practice.
Deliverables:
TM 4 - Outreach Plan - Provides for one communication plan with limited updates, draft,
and final versions included. Plan to be completed AFTER research and stakeholder
interviews (see above).
3.2 Outreach Meetings
ENGINEER will support development of one (1) PowerPoint presentation or prezi that will be
used to make informational presentations to elected bodies, civic /business /social organizations
throughout the 18 -month process. Assumes up to 10 presentations. Also includes up to six (6)
presentations to PAC and TAC, assuming each one needs to be individually prepared. Assumes
District gives presentation with support from Katz and Associates team.
3.3 Outreach Imolementation
ENGINEER will work with District Staff to implement the Outreach Plan. District Staff will lead much
of the effort. Katz and Associates will participate meaningfully on the following elements:
• Materials: Informational materials will be developed that clearly explain the CMP's purpose
and need. The materials will include a fact sheet for distribution in a variety of ways and a
Frequently Asked Questions (FAQs) document. Additional pieces will be considered while
developing the Community Outreach Plan.
The Website: Adding a special section to the existing site that focuses on the CMP is
recommended until the CMP is adopted.
Media Relations and Social Media: Media relations and social media activities will be
enhanced for the Community Outreach Plan development, providing mass audience
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outreach. It is assumed the District would lead this effort with support provided by the
consultant team.
Speaking Engagements and Events: To inform the community about the CMP, speaking
engagements will be scheduled with key groups and regional organizations.
Public Outreach: Additional opportunities for further public education will be sought
through materials and grass roots efforts. If the District has any advisory groups, this
outreach would include engaging those audiences too.
Assumptions:
• District staff will provide significant support for the outreach implementation effort.
Information Needs:
Communication outreach strategies and materials already developed by District staff or by
others for District use will be made available for developing this plan.
4 EVALUATE EXISTING INFORMATION
ENGINEER will develop descriptions, supporting figures, and tables of the existing pump
stations and junction structures, and force mains. The descriptions will include design criteria,
emergency backup capabilities, and hydraulic and pumping capacities. Provide updated layouts
and flow schematics. Use previously prepared descriptions and figures to the extent possible.
Deliverables:
• TM 5 - Existing Facilities, draft and final.
4.2 ReviewP_ast Reoorts
ENGINEER will review past studies, reports that have been developed over the past
approximate 20 years by engineering and District staff that have defined various topics such
as overall condition of the Collection System, pumping stations, and junction structures, and
the collection system piping capacities and conditions of existing facilities, site layouts, seismic
studies, and other pertinent information. The purpose of this review is to assess the relevancy,
applicability of each report and how they may affect the master planning of future facilities.
Review previously developed hydraulic models that may be helpful for completion of master plan
tasks. Summarize the relevance of each major past report/model to the master planning process
and confirm the applicability and estimated costs of capital improvements where capital
improvements were recommended in reports. It is anticipated that other (new) studies or reports
will be completed over the course of the preparation of the Master Plan, and they will need to be
incorporated into the Master Plan. The master planning team will review and provide input and
comments on these draft documents, as necessary, before they are finalized. Past reports to be
reviewed include the reports provided as reference material for the RFP in addition to
approximately 20 other applicable reports and memoranda.
Assumptions:
District furnished information will be the basis for descriptions, supplemented by site visits.
Site visits of the major pump stations will be combined with Task 9.
Information Needs:
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Pump station and force main asset management plans, design drawings, and other pertinent
data.
Meetings and Workshops:
Covered in monthly progress meeting.
5 HYDRAULIC MODEL
The District contracted with V &A Consulting Engineers (V &A) for the winter 2014/2015 flow
monitoring and has an option in that contract for V &A to provide flow monitoring during winter
2015/2016. The rain gauge precipitation data collected by V &A in winter 2014/2015 (under
contract with the District) will be used to complement Gauge Adjusted Radar Rainfall (GARR)
data for the InfoWorks® ICM model. GARR data for winter 2014/2015 and winter 2015/2016 (if
required), covering the District's service area will be obtained and paid for by ENGINEER.
ENGINEER will recommend whether or not additional flow monitoring and rainfall data for winter
2015/2016 are required for calibrating the hydraulic model. The ENGINEER will review the
2014/15 flow monitoring data to assess the need for monitoring during the 2015/16 season.
However, based on the relative lack of significant multiple rainfall during the 2014/15 flow
monitoring program, a second season of flow monitoring in 2015/16 would likely be
recommended. It is also anticipated that additional meters would be recommended for the
2015/16 season to obtain sufficient data for the more detailed second calibration of the model.
The second calibration effort has been added to Task 5 as an optional task for the Master Plan.
If the District approves proceeding with the 2015/16 flow monitoring program, the ENGINEER
will recommend specific sites and prepare site maps for V &A similar to those prepared for the
2014/15 sites. The ENGINEER will provide oversight and coordination of the winter 2015/2016
flow monitoring activity, including QA/QC review of the preliminary data provided by V &A at
interim milestones points during the program. The cost for additional flow monitoring during the
master plan will be paid for under a separate contract with the District.
Under Task 8, the ENGINEER will also develop a long -term flow monitoring strategy that
considers annual flow monitoring, recommended flow meter locations, potential permanent flow
meter locations at strategic nodes in the model network, including quality assurance and quality
control processes.
Assumptions:
For purpose of estimating the budget for flow monitoring coordination and data review, it is
assumed that the 2015/16 flow monitoring program may include up to 70 new flow monitoring
sites plus some repeat sites from the 2014/15 program.
ENGINEER will subcontract with OneRain to provide GARR data at 1 km x 1 km, 5- minute
resolution for the CCCSD service area for rainfall periods during the 2014/15 and 2015/16 flow
monitoring programs.
Deliverables:
TM 6 - Flow Monitoring TM, draft, and final.
Flow meter site maps.
Review comments on interim flow data submitted by V &A.
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GARR data for flow monitoring periods.
Meetings:
Meeting to discuss rationale and recommendations for 2015/16 flow monitoring held at
monthly progress meeting.
The District has commenced the migration from its existing steady state model to InfoWorksTM
ICM. Based on District estimates, additional data gathering is required to populate invert and rim
elevations for around 30 percent of the 290 mile master plan model network representing
approximately 19 percent of the entire collection system and consists primarily of 10 -inch
diameter sewer pipes and larger, as well as select 8 inch sewer pipes that effectively serve as
trunk sewers.
Based on District estimates, approximately 25 to 30 percent of the inverts required for the model
network need to be obtained from District as -built drawings or other means. Data for pump
stations and junction structures will also be incorporated into the model. Model network
connectivity has been achieved for most, but not the entire network and will be completed in its
entirety by the ENGINEER.
ENGINEER will complete pipe network connectivity and data harvesting for invert and rim
elevation data, and the applicable data to characterize pump stations and junction structures in
the new model. The network will replicate the District's 2010 Collection System Master Plan
model network of approximately 290 miles.
ENGINEER will be provided with access to District historical collection system drawings where
available. District will make available pump stations and associated staff necessary for
ENGINEER to collate pump station information needed for the new model.
Field surveys will be conducted (up to a level of effort of approximately 160 person hours) as
needed to address data gaps for inverts and assist with reconciling vertical datum issues under
Subtask 5.4. If ENGINEER suggests deviation from this level of effort based on finding during
the course of the project that available as -built drawings and the allotted 160 hours of surveying
are not sufficient to adequately populate the model network data, the District will be notified at
the earliest opportunity with appropriate supporting documentation to justify any deviation from
the anticipated level of effort.
ENGINEER will also develop a prioritized approach for expanding the model network from the
existing Master Plan network that would capture pipes of smaller diameter that are close to
environmentally sensitive areas, such as creeks and watersheds, and the anticipated level of
effort that endeavor may require, including a gap analysis to identify missing rim and invert data
for those pipes.
Assumptions
• District will provide latest sewer GIS files populated with all available rim and invert elevations.
Budget for data "harvesting" of invert elevation data from as -built drawings is based on District
estimate that approximately 25 to 30 percent of the pipes in the modeled network are missing
invert elevations. If the percentage of missing data is found to be higher, then the budget for
review and capture of invert data from as -built drawings may need to be adjusted.
District will provide as -built drawings in electronic format (e.g., .pdf, .tiff or similar) for all
modeled sewers. The files will be provided on a portable hard drive, or ENGINEER will be
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provided with remote access to the District's GDI system (or equivalent) to be able to access
and download the files.
• District will provide available LiDAR elevation data for District service area.
• ENGINEER may utilize a GIS /mapping /data conversion subcontractor to support the
extraction of rim and invert data from as -built drawings.
• Budget includes up to 160 person hours of surveying effort (including field and associated
office work to process /compile the survey data).
• District will provide available information on pump station operation including as -built
drawings, pump models and curves, pump on and off levels, etc.
• Development of rim and invert elevation data for small diameter pipes not included in the
Master Plan model network will not be conducted as part of this project unless authorized as
an additional service.
Deliverables:
Summary of missing or suspect data.
Field survey data.
Model network (pipes and nodes) exported to GIS format.
Meetings:
Meeting to discuss approach for capturing missing data and resolving data discrepancies (to
be held after completion of as -built drawing research).
- . 1 : M Min 1 r R F . i
Based on the results of the model network validation in Subtask 5.2, the ENGINEER will
develop and implement approach for reconciling vertical datum issues of the new model
network.
Deliverables:
Included in Subtask 5.2 deliverable.
Meetings:
• Included in Subtask 5.2 meeting.
5.4 Parcel Loading Data Process
ENGINEER will develop and implement a process for compiling model loading data for existing
and anticipated land use conditions. The process will be presented in a draft Project
Memorandum and undertaken in conjunction with the Land Use Planning component of the
Collection System Master Plan element of the Master Plan. The process will be adapted from
the current process used for developing parcel loads for the ArcSNAP model. The ENGINEER
will implement the parcel loading process to develop existing loads for model calibration under
Subtask 5.6.
Assumptions:
District will provide latest parcel GIS layer and HTE data. It is assumed that the HTE data will
be provided in a similar format as that used to update the previous ArcSNAP model.
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ENGINEER will utilize the services of subconsulant Talavera & Richardson for this work based
on their extensive familiarity with HTE data and current parcel loading process.
Deliverables:
TM 7 - Parcel loading, draft and final. This TM will become one of the guidance documents
prepared under Subtask 5.10.
• Existing parcel loads in GIS database.
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ENGINEER will develop an approach for developing model RDI /I loads and wet weather flow
calculations, and discuss at a meeting and document in a draft Project Memorandum. Final
design flows used in the model will be consistent with the design criteria and the overall
hydraulic design recommendations developed in the Collection System Master Plan.
Deliverables:
TM 8 - RDI /I loading process, draft and final. This TM will become part of one of the guidance
documents prepared under Subtask 5.10.
Meetings:
One 2 -hour meeting to discuss approach for modeling RDI /I.
5.6 Model Calibration
ENGINEER will delineate model subcatchments and define model load manholes for the trunk
system model. Existing parcels loads developed under Subtask 5.4 will be allocated to
subcatchments. The approach for modeling rainfall- dependent infiltration /inflow (RDI /1) will be
developed under Subtask 5.5.
The ENGINEER will run the model under existing conditions and compare the computed dry
weather and wet weather flow hydrographs to observed flow monitoring data from the 2014/15
flow monitoring programs and available SCADA flow data for pump stations and the WWTP.
Modeling parameters including unit flow rates, diurnal base wastewater flow curves,
groundwater infiltration (GWI) rates, and RDI /I parameters will be adjusted as needed to
achieve a reasonable match of modeled to metered flows. The model calibration will include
calibration for flow rates, pipeline velocities, and flow levels in the pipelines based on the
2014/2015 flow monitoring programs.
Criteria established by the "WaPUG Code of Practice for the Hydraulic Modeling of Sewer
Systems" will be used as a guide for determining when the model is calibrated. To assist in
model calibration, ENGINEER will develop a flow meter site schematic showing the relationship
between monitoring locations and flow diversion in the system. Because it is optimistic to expect
the model to match the flow meter at every location within these guidelines due to various
factors, the model will be deemed calibrated when it is sufficiently realistic to be a reliable tool
for capacity assessment. The model will be considered reliable when the majority of meters are
within WaPUG guidelines, and those that are not have been investigated to confirm model
loading or flow split hydraulics. The ENGINEER will also conduct a model verification process
where system flows at the WWTP will be compared to measured flows at selected points in the
collection system for two historical storm events. The verification points and historical storm
events will be determined based on discussions with District staff.
Assumptions:
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District will provide available SCADA flow data for pump stations and WWTP for use in model
calibration, and verification storm events.
Deliverables:
InfoWorks observed versus predicted graphs comparing modeled versus monitored flows,
levels, and velocities at meter locations.
Calibrated InfoWorks model of existing system.
Meetings:
Two meetings to present/discuss the model calibration results.
Assuming that the District conducts a flow monitoring program during the wet weather season
for 2015/2016, the ENGINEER will run the model under existing conditions and compare the
computed dry weather and wet weather flow hydrographs to observed flow monitoring data from
the 2015/2016 flow monitoring programs and available SCADA flow data for pump stations and
the WWTP. The scope of this task, if required, will be the same as Task 5.6, above.
Assumptions:
District will provide available SCADA flow data for pump stations and WWTP for use in model
calibration, and verification storm events.
Deliverables:
InfoWorks observed versus predicted graphs comparing modeled versus monitored flows,
levels, and velocities at meter locations.
Calibrated InfoWorks model of existing system.
li..- - � .1 .1. a .1 •
The ENGINEER will develop QA /QC processes and procedures for the model build activities
and document the methodology and outcomes of those quality assurance and quality control
processes that were undertaken. The QA/QC process will address the model build activities as
well as model calibration. Comments from the model QA /QC team suggesting changes to the
model will be documented and incorporated into the model as needed.
Deliverables:
TM 9 - Model Build and QA/QC, draft and final.
11 • s - 11 • - 11 - 1 - • 1 • II • - 1 ! 11
ENGINEER will collate all documentation and activities undertaken to implement the new model
and produce a Technical Memorandum, including any recommended additional work to further
refine or improve the model.
Deliverables:
TM 10 - Model Implementation, draft, and final.
5.9 Training
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ENGINEER will provide District staff opportunity to observe or engage in (if schedule permits
and required expertise has been attained) key model building tasks, and provide 40 hours of
formal training to District staff (up to 3) on the use of the new InfoWorks® ICM hydraulic model.
Assumptions:
Budget assumes informal training and /or modeling work demonstrations during the course of
the project, with about half of these sessions conducted via teleconference /webinar.
Budget includes 40 hours of formal training (plus preparation time) to be conducted in 'h- or 1-
day sessions toward the end of the project.
ENGINEER will develop Guidance Documents for Model administration, which provide detailed,
step -by -step guidance for all tasks necessary for day to day running of hydraulic analysis and
updating the hydraulic model. Interviews with District staff will be conducted to develop a list of
suggested guidance documents and associated content. It is anticipated that the guidance
documents will consist of a series of memoranda (e.g., land use updates, model calibration
refinement, running the model, viewing /interpreting results, etc.), as well as guidance on future
updates and use of the model based on the future uses identified by District staff during the
interviews.
Assumptions:
Guidance documents will be in the form of individual model memoranda on specific subjects.
Budget assumes 12 such memoranda.
Deliverables:
Model guidance documents as described above.
Meetings and Workshops:
Two meetings (approx. 2 hours each) to interview and solicit input from District staff on
anticipated future model applications and types of desired guidance documents.
6 DEVELOP LAND USE PLANNING INFORMATION
ENGINEER will compile information related to existing and future land uses and projected
development and re- development from available sources. Sources will include General Plans
and relevant Specific Plans of the jurisdictions within the District's service area (Cites/Towns of
Orinda, Moraga, Lafayette, Martinez, Pleasant Hill, Walnut Creek, Danville and San Ramon,
Alamo, and unincorporated portions of Contra Costa County) and the Cities of Concord and
Clayton that are served by the District under contract, and development information available on
city /County websites. District's and City of Concord previous reports pertaining to Concord
Naval Weapons Station (CNWS) redevelopment will also be reviewed. To the extent that the
data is applicable and current, the ENGINEER will utilize any information already compiled for
on -going or recent water supply and master planning studies being conducted by Contra Costa
Water District (CCWD) and East Bay Municipal District (EBMUD).
Deliverables:
Summary of available information for each planning jurisdiction (to be combined with
information from planning staff meetings in Subtask 6.2).
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6.2 Meet with Service Area Planning Staff
ENGINEER will meet with the planning staff of the land use jurisdictions within the District's
service area to discuss detailed land use plans, infill /densification areas, and projected
development timing as needed to supplement or clarify the information available from existing
sources and maps. Discussions will be limited to undeveloped parcels of five (5) acres and
larger, plus any parcels with significant anticipated densification. The ENGINEER will also
discuss latest projections for CNWS development land uses and timeline with City of Concord
staff.
Assumptions:
One 2 -hour meeting with each planning jurisdiction (total of 12 meetings).
Deliverables:
Summary of available information for each planning jurisdiction (to be combined with
information from review of planning documents in Subtask 6.1).
6.3 Develop Land Use Maooina
ENGINEER will develop preliminary GIS land use mapping for the District's service area based
on the General Plans and Specific Plans of the land use jurisdictions named above, the parcel
use data contained in the District H.T.E. Sungard database system (based on County assessor
parcel use codes), and any additional information on planned developments obtained through
the document review and meetings in Subtasks 6.1 and 6.2. It is assumed GIS files already
developed for CCWD and EBMUD studies will be made available to the District and ENGINEER
for this purpose, but will require updating to incorporate more specific, parcel -based information
on planned developments and redevelopment areas. The District uses an ESRI ArcGIS file
format and ENGINEER shall deliver the data in that format.
Additional mapping will be developed as needed for any areas not within the CCWD and
EBMUD study areas (e.g., Tassajara and Dougherty Valleys in the eastern San Ramon area).
Land use categories will be converted as needed to a consolidated set of categories for use in
the District's Master Plan. The land use maps will be overlaid on digital aerial photography to
identify currently vacant areas, and existing built areas anticipating densification, and the
mapping will be annotated (attributed) with this information. Information on future CNWS
development will also be incorporated in the land use mapping.
Assumptions:
District will facilitate obtaining available land use GIS layers and databases from CCWD and
EBMUD. Based on verbal information provided by CCWD and its master plan ENGINEER,
CCWD land use mapping has been developed fairly recently, is parcel- based, and reflects
General Plan land uses. EBMUD land use mapping developed in 2007 was used for the
District's 2010 Collection System Master Plan, and it is not known if that mapping has been
updated since that time. Therefore, substantial updates may be needed to reflect more current
land use plans for the jurisdictions within the EBMUD service area.
Deliverables:
GIS land use mapping attributed with planned land uses and anticipated development timing.
TM 11 - Land use, draft and final.
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Meetings:
One meeting to discuss land use planning and planning assumptions.
M ..,. -
In conjunction with the development of the parcel loading process under Subtask 5.4, the
ENGINEER will develop the procedure to incorporate future land use information into the
Districts InfoWorksTM model (at the appropriate stage of model development), using 5 year
increments through to a suggested build -out year that shall be developed by the ENGINEER
and agreed upon by District staff at the meeting under Subtask 6.3. The ENGINEER will
implement the process to create future model scenarios in InfoWorks and develop detailed
procedures for District staff to make future Land Use updates to the InfoWorksTM model.
Deliverables:
Data for future land use scenarios incorporated into InfoWorks model.
Procedures for updating future land use (to be developed as part of guidance documents in
Subtask 5.10).
7 RAINFALL DEPENDENT INFLOW AND INFILTRATION
The ENGINEER will use the winter 2014/2015 flow and rainfall data and winter 2015/2016 flow
and rainfall data (if available) to evaluate RDI /I in the Districts collection system on a sewer
shed basis upstream of each flow meter. Based on the RDI /I evaluation, sewer sheds will be
prioritized in terms of RDI /I severity and compared against a baseline RDI /I considered
acceptable for a high performing wastewater agency. The ENGINEER will suggest
recommendations to address RDI /I in the District's collection system, including any nexus with
suggested pipe replacement strategies, the Sewer System Management Plan, and State Water
Resources Control Board expectations, as well on the effect on Treatment Plant energy
consumption.
Deliverables:
TM 12 - RDI /I analysis reduction, draft and final.
Meetings:
Meeting to discuss RDI /I program development (may be conducted in conjunction with
Workshop under Task 9).
8 LONG TERM FLOW MONITORING
8.1 Strategy and Plan
ENGINEER will develop a long term flow monitoring strategy and plan to ensure the collection
system hydraulic model can produce representative simulations of collection system hydraulics,
and may include suggested follow -up flow monitoring activities coincident to identified capacity
deficient sewer corridors, to providing continuous real time flow monitoring at several key
locations in the collection system to enable the District to gain better insight into seasonal flow
changes and early warning mechanism for flow disruptions or unexpected surcharging that may
occur during natural disasters or severe storm events that are anticipated by climatologists to
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become more common. ENGINEER will develop recommendations on the locations for long
term flow monitoring.
Assumptions:
Follow -up flow monitoring will not be included in this scope. Follow up flow monitoring will be
provided as an additional service, once it is defined.
Information needs:
District's data acquisition system methodology for remote flow meters.
Deliverables:
TM 13 - Long -Term Flow Monitoring, draft, and final. Including recommendations on long term
flow monitoring locations.
9 INFRASTRUCTURE ASSET MANAGEMENT PLAN
ime • 1 ! 1 I=-I • 11 • 1 1 ! s # •
ENGINEER will prioritize and perform structural, electrical and instrumentation, and mechanical
visual condition assessments and asset inventories of the District's collection system facilities,
with emphasis on Pump Stations. It is assumed that the ENGINEER will perform visual
inspections of up to six (6) pump stations. The specific pump stations targeted for inspection will
be determined based on discussions with District staff. Review and use, where feasible,
previously completed condition assessment reports (e.g., seismic, concrete, pavement, cathodic
protection, cranes, odor control equipment, etc.) to support condition assessment findings.
Prioritize assets requiring advanced performance testing, predictive tools and testing, and
perform additional testing on critical assets impacting major master plan recommendations. The
District currently utilizes oil analysis, preventative maintenance schedules, and limited vibration
analysis and thermographic imagery. Recommend additional predictive tools that may assist the
District in performing future condition assessments.
ENGINEER will coordinate condition assessment approach with the District's separate Asset
Management Implementation Project which includes migration of the District's existing data from
the District's existing computerized maintenance management system (CMMS), Mainsaver, to a
new CMMS, CityWorks ®. Use existing asset inventories in the District's CMMS to the extent
possible.
Assumptions:
The need for nondestructive tests is unknown at this time. Therefore the tests will be
conducted under a separate contract, if required.
Recommendations for testing will be included.
Visual inspections of up to six (6) pump stations, including up to two wet wells, if drained by
staff and made available for inspection.
Information Needed:
CMMS data and model.
Previous condition assessment reports.
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Meetings:
Meeting to coordinate asset management information and condition assessment.
• Meeting to review condition assessment findings and recommendations.
9.2 Pine Degradation Model Development
ENGINEER will develop an approach and a model to estimate the life expectancy and residual
life of a pipe. In addition, the model will predict when the pipe will reach the point of failure, or
end of life. ENGINEER will use Innovyze's InfoMaster software as the basis for the development
of the degradation model. ENGINEER will work with the District to evaluate and modify the
current decision making process for the evaluation of pipeline defects. In preparing the model,
ENGINEER will review and incorporate available District data, such as pipe attribute, CCTV
scores and associated cleaning frequencies contained in District CMMS and or GIS databases,
together with District's previous degradation analysis work to characterize useful life of sewer
pipe the collection system. The data will be imported into InfoMaster and used for the
development of the degradation analysis.
The model will be developed to forecast pipeline replacements beyond the 20 -year planning
program to replace all pipelines. Evaluations of models and the methodology for pipeline
degradation predictions will be summarized in TM14.
ENGINEER will review District's existing pipe replacement schedule and develop a pipe
replacement strategy (miles /year) for the District. ENGINEER will review the District's current
CCTV program (video file management and scoring convention) and recommend possible
improvements to the District's CCTV program and recommend potential improvements to allow
the interface with InfoMaster and the District's new CMMS (Cityworks).
ENGINEER will conduct a meeting with District staff to evaluate current data flow and workflow
processes, present the degradation strategy and gain consensus with District staff on the
recommended approach.
Assumptions:
Video files will not be reviewed. It is assumed that the summaries of the video files will be
used.
Meetings:
Meeting to review and modify degradation and decision work flow, present strategies, gain
consensus on approach, and coordinate with CMMS and GIS.
In conjunction with the above Pipe Degradation Models, ENGINEER will provide reporting,
weighing and scoring system, and analysis tools for determining recommended near -term and
long -term repair and replacement strategies to be incorporated into the Master Plan's capital
improvement project recommendations. InfoMaster will be primary tool for the tasks listed
above. Estimate the repair and replacement costs for existing equipment and pipe, and develop
annual repair and replacement costs required to minimize the life -cycle costs for existing
facilities. Identify recommended frequency of recurring condition assessment/inspection tasks.
Recommend strategy for continued condition assessments. Provide training to District staff on
use of the InfoMaster degradation and cost models as well as how to interpret and analyze
InfoMaster Model results and output.
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Assumptions:
ENGINEER will subcontract with Innovyze to provide a one day (8 hour) training session on
the InfoMaster software. Training will focus on specifics of the program developed for the
District as well as the functionality of the software.
Meetings:
One day (8 hour) training session with ENGINEER and Innovyze staff on InfoMaster.
ENGINEER will coordinate with District staff and the District's asset management
implementation plan. ENGINEER will provide standard, site - specific templates, predictive tools,
and criteria that can be utilized by District staff or contractors for future condition assessments
and testing. Coordinate with District staff to provide the results in a format for incorporation into
the new CMMS consistent with industry standards (e.g., ISO). Conduct a meeting to train
District staff on the use of condition assessment templates.
Deliverables:
Condition Assessment Templates.
Meetings:
One meeting is assumed for training on use of templates.
9.5 Force Main Assessment
men
ENGINEER will develop a condition assessment program for the Districts force mains, with
consideration for the physical constraints of the existing infrastructure. A tiered approach to
inspection will be evaluated for more detailed or invasive inspection technologies used on force
mains that are considered being of a higher risk. Planning level cost estimates for the different
elements of the program will be included in the overall collection system Master Plan.
9.6 tae Diameter Pine Management
ENGINEER will develop a program for managing large diameter sewer pipes (pipes 24 -inch
diameter or greater, representing approximately 66 miles of the District's collection system),
including recommendations for cleaning cycles and periodic condition assessment. ENGINEER
will develop a tiered approach for condition assessment that may include several preliminary
spot condition assessments followed by subsequent more detailed condition assessments,
based on a set of predefined criteria. It is envisioned the developed program will be integrated
into both the District Asset Management Program and its existing Operations cleaning program.
Type of inspection and frequency of inspection, measurement criteria for triggering additional
inspections and approach for that additional inspection will be developed. Review existing
District reports pertaining to large diameter pipe; conduct a gap analysis and include
recommendations.
9.7 Collection System Asset Management Plan
ENGINEER will develop a program for future asset management incorporating the
recommendations of the previous Task 9 tasks.
Deliverables:
TM 14 - Collection System Asset Management, draft, and final.
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16
Meetings:
One meeting to review TM
9.8.1 - DEFINE INTEGRATION GOALS
The ENGINEER will work with the District to define the integration goals. ENGINEER will lead a
workshop to refine the initial vision and objectives for the integration of InfoMaster and CityWorks.
This includes identifying what the integration is to accomplish, summarize the drivers, detail the
expected outcomes, and identify how the current business processes could be modified to
achieve those goals. At the workshop, staff from multiple areas of the District will be asked to
participate, include information technology, operations, and maintenance management. The outcome
of the workshop will be documented and approved by District Management before proceeding
with next steps.
9.8.2 - DATA FLOW MAPPING
The ENGINEER will conduct two (2) meetings review the summary of the District's data
inventory and management program. Map the high level, wastewater - related data flows through
the organization. The draft data flow map will identify where or how data is generated, where it
resides, how it is used, and how it integrates with other departments in the District.
9.8.3 - REVIEW EXISTING SYSTEMS /BUSINESS PRACTICES AND IDENTIFY GAPS
The ENGINEER will conduct three (3) meetings with District staff to review and develop
Business Process Maps to develop an understanding of the current practices that are in place
related to CCTV, CMMS operations and work order generation related to linear asset
management. The workshops will focus on the current business processes related to the
implementation of the Pipeline Renovation Program. The expected outcome will be to
understand the existing processes, and develop an InfoMaster to CMMS workflow that results in
improvements and efficiencies to the methods practiced by the District related to the
implementation of rehabilitation and renovation projects.
9.8.4 - INFOMASTER - CITYWORKS INTEGRATION
ENGINEER will work directly with the District IT staff, and Innovyze to configure the databases
and ensure connections between InfoMaster and Cityworks. ENGINEER will configuring, and
test the interface with Cityworks. ENGINEER will test connection between GIS, CCTV,
InfoMaster and Cityworks, and develop and implement business process recommendations to
allow data flow to InfoMaster and then ultimately to Cityworks. Recommendations would
consider interfaces for service requests to work orders; inventory management and purchasing;
and activity -based cost tracking.
ENGINEER will provide three (3) days of intensive training on InfoMaster and Cityworks
functionality as related to the recommended business processes.
Assumptions:
Wastewater CMMS asset data is substantially complete to the level where significant
updating or revisions will not be needed.
District staff would be available for meetings including IT, operations, engineering, and
other critical District staff.
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Deliverables:
InfoMaster configured database.
Training Session Materials.
TM 15 - Data Flow and Business Process Recommendations TM, draft and final.
ll - I - :-u i I ITIMPI I..
ENGINEER will conduct 2 workshops - 1 with staff and management (assumed 8 hours) and 1 with
Board (assumed 4 hours). The Board workshop will also include a discussion of Board objectives,
strategic planning, and level of service goals using similar presentation materials from the Visioning
Workshop held with District staff. Topic covered at the workshops will be the same and will utilize
essentially the same presentation materials. Attendance at staff workshop will include more
attendees, including PD, PM, PE and up to 3 subject experts at each meeting. Board workshop
attendees are assumed no more than 4 consultant team members to attend.
Deliverables:
Workshops agendas and presentation materials.
10 IDENTIFY AND EVALUATE REGULATORY SCENARIOS
.r M. TZ .
ENGINEER will identify, describe, and summarize applicable new and emerging regulatory
issues, and develop regulatory scenarios that bracket the range of potential future regulatory
requirements to be used in the development of master planning alternatives. Include a summary
of how potential future regulatory changes may affect the District's existing operation and
management of the collection system. District staff will provide a complete summary list of
permits currently being tracked and monitored by the District. One of the potential scenarios
may include a general discussion related to dealing with private laterals.
Deliverables:
TM 16 - Future Regulatory Scenarios, draft, and final.
Assumptions:
Evaluation will be based on regulatory trends and experiences of other agencies
Information Needed:
Current collection system permits.
Summary of other potential permits being tracked by the District.
11 RESILIENCY ADAPTATION PLAN
11.1 Plan
ENGINEER will assess potential site impacts to the wastewater collection system due to climate
change, including extreme water levels and potential flooding due to high tides and extreme
precipitation events. Recommend policy, design criteria, and improvements necessary to
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address these impacts. Coordinate recommendations with related regional, state, and federal
projects and recommendations for addressing climate change.
Deliverables:
TM 17 - Resiliency TM, draft, and final.
Assumptions:
Evaluation will be based on regulatory trends and experiences of other agencies and
information readily available. No new models will be developed.
Meetings:
To be covered in monthly progress meeting
12 OPERATION OPTIMIZATION PLAN
12.1 Ootimization Plan
ENGINEER will review operating data, conduct tours of pump stations and other major facility
locations, interview operations and maintenance staff, and apply appropriate analyses and
modeling to help assess improvements to the management of pumping, cleaning processes,
chemical usage, and energy to: 1) reduce energy requirements; 2) reduce operation and
maintenance costs; and 3) to reduce greenhouse gas emissions (if applicable); and 3) maximize
use of available resources. Optimization recommendations will consider existing and future
recommended processes.
Deliverables:
TM 18 - Operation Optimization TM, draft, and final.
Assumptions:
Evaluation will focus on pump station requirements for existing facilities and planned collection
improvements derived in Task 9.
Evaluation does not include optimization of new gravity /pumped combinations to reduce
overall energy costs for the collection system.
Interviews with O &M staff will be conducted during condition assessment tours for Task 9.
13 EVALUATE SYSTEM HYDRAULIC PERFORMANCE
13.1 Evaluate Unit Base Wastewater Flows (BWF)
The ENGINEER will review District's existing unit flow rates for Residential Single Family (RSF)
and Residential Multi - Family (RMF) residences and develop any needed revisions to the
District's existing unit flow rates based on the results of model calibration in Task 5. These flow
rates were recently updated during the development and preparation of the 2015 Cost of
Service Study. The need to use different unit flow rates for future modeling scenarios will be
discussed with the District at workshops associated with assessing the District' design flow
criteria under Subtask 13.2.
Deliverables:
TM 19 - Base Flow TM, draft, and final.
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The ENGINEER will review District's existing design criteria, both storm event and d /D, and
compare District's criteria to that of similar agencies. Through discussions with District staff,
potential alternate criteria that should be considered will be identified. The relative risks and
costs associated with existing and any alternate design criteria shall be developed and
presented to the District. A workshop with District will be conducted with the intention of
achieving consensus for the District's design criteria with consideration for the nexus with
treatment plant design criteria. Discussions will include revisiting the hybrid design criteria
approach detailed in the San Francisco Bay Regional Water Quality Control Board and Bay
Area Clean Water Agencies Fall 2004 Workshop presentation titled "Controlling Sanitary Sewer
Overflows in the San Francisco Bay Region ", that suggests 20 -year design criteria for high risk
sections and a 5 -year design criteria for the remainder of the system; and how such a hybrid
system might be accommodated in the new collection system model.
The ENGINEER shall use a continuous simulation approach to develop potential design events
for the collection system. The purpose of the continuous simulation analysis is to simulate flows
based on a long period of rainfall (50 year or more) as if that rainfall occurred under existing
collection system and service area conditions. This provides a statistically meaningful flow
record from which to rank storm events based on the magnitude of peak flows or flow volume,
and determine their return frequency. The District has used a continuous simulation approach in
previous studies, for example to "calibrate" the ArcSNAP model to predicted 5- and 20 -year
peak flows, as well as to analyze the tradeoffs between treatment and storage at the WWTP.
The ENGINEER will use the same continuous simulation methodology as used for previous
District studies. This method uses two models; the Program for Infiltration /Inflow Continuous
Simulation (PICS) which generates flow from rainfall data, and the Model for Optimization of
Storage and Treatment (MOST) that uses the PICS flow output to perform the statistical ranking
of peak flows and volumes. The PICS model will be calibrated to several recent representative
years of WWTP flows to develop a relationship between rainfall and 1/1 that can be applied to a
long -term rainfall record. The resulting MOST statistics will create a ranking of peak flows that
can be used to identify specific historical rainfall events that represent desired peak flow return
periods. These rainfall events can then be applied in the InfoWorks hydraulic model to simulate
the flows in the collection system representing the selected design event return period (e.g., 5 -,
10 -, or 20- year).
Assumptions:
ENGINEER will utilize the services of SUBENGINEER Talavera & Richardson for the
continuous simulation analysis work based on their extensive familiarity with PICS /MOST
models and previous experience performing this work for the District.
Meetings:
Two, half -day meetings with District staff on design flow criteria. One of these meetings will be
held in conjunction with the WWTP Master Plan.
The ENGINEER will review District's collection system capacity deficiency criteria against those
of similar agencies. Through discussions with District staff, potential alternate criteria that should
be considered will be identified. Model runs will be used to evaluate the extent of the system
that would violate such criteria (e.g., exceed maximum surcharge or minimum freeboard levels,
exceed maximum force main velocities). Based on these model runs, relative risks and costs
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associated with any alternative capacity deficiency criteria shall be developed and presented to
the District. A meeting with District will be conducted with the intention of achieving consensus
for the District's capacity deficiency criteria for the collection system.
Deliverables:
TM 20 - Design Criteria, draft, and final.
Meetings:
Half -day meeting with District staff on capacity deficiency criteria (may be combined with one
of the Subtask 13.2 meetings)
13.4 Puma Stations Hydraulic Capacity
The ENGINEER will review District's existing documentation on its Pump Stations, interview
staff, incorporate model hydraulic information and capacity deficiency and design criteria to
confirm the existing the hydraulic capacity of the Pump Stations, and the capacity of the pump
stations to meet build -out and design event criteria, using the Districts existing Reliable
Pumping Capacity criteria.
Meetings:
Included in meeting under Subtask 13.5.
Using the capacity deficiency and design criteria agreed upon by District, the ENGINEER will
conduct model simulations to identify and evaluate the hydraulic performance of the collection
system, for both existing and future conditions. Thematic maps will be generated to present the
model results graphically, along with tabular output from the model runs.
Where schedule permits, District staff will be engaged in the capacity evaluation process and
provided hands -on opportunities if appropriate. Where schedule does not permit, District staff
shall be given opportunity to observe ENGINEER engineers (via webinar or at ENGINEER's
office) undertaking modeling related tasks throughout the project and particularly at key steps in
the capacity evaluation process where District staff can gain important learning and skills
development.
The modeling will also identify pipes that may have insufficient flushing velocities or flow
irregularities under dry weather flow conditions and flag them. This information, together with
CCTV, maintenance scores and pipe age may be considered in developing final solutions for
the Collection System Master Plan.
Assumptions:
The budget for providing support or demonstrations of modeling work under this Subtask is
included in the budget for informal training /demonstrations under Subtask 5.9.
Deliverables:
Thematic maps and model hydraulic profiles showing areas of capacity deficiencies.
Meetings:
Two 2 to 3 -hour meetings with District staff to present and discuss model results.
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Where the model predicts potential overflows on trunk sewers or interceptor sewers during the
design event, the ENGINEER will investigate the potential fate of those simulated sanitary
sewer overflows (SSO) to assist in prioritizing Capital Projects. This analysis would likely be
based on review of area maps and topography to identify proximity to drainage channels and
creeks. If useful and appropriate, InfoWorks® ICM 2D component may be used to model extent
and consequence of flooding in terms of the SSO reaching waters of the state, or other sensitive
areas.
Deliverables:
Maps showing drainage channels and creeks that could be impacted by model - predicted wet
weather SSOs.
Meetings:
• Included in Subtask 13.5.
13.7 Develop and Model Preliminary Cana i y Solutinnc
The ENGINEER will develop potential solutions for capacity deficiencies identified previously
using the InfoWorks® ICM model, and confirm those solutions using the InfoWorks® ICM
model. Solutions presented will be the most viable alternatives and may include altering existing
flow diversion structures, include new flow diversions, upsizing existing sewers or new sewer
alignments, or taking advantage of any identified storage capacity within the collection system.
The ENGINEER will conduct a capacity analysis workshop with District staff to discuss findings
of the analysis and reach a consensus on appropriate solutions which will be developed in
further detail in Task 14.
Deliverables:
Maps and model hydraulic profiles showing preliminary solutions.
• TM 21 - Capacity, draft, and final.
13.8 Alternatives Workshops
ENGINEER will conduct 2 workshops - 1 with staff and management (assumed 8 hours) and 1 with
Board (assumed 4 hours). Topic covered at the workshops will be the same and will utilize
essentially the same presentation materials. Attendance at staff workshop will include more
attendees, including PD, PM, PE and up to 3 subject experts at each meeting. Board workshop
attendees are assumed no more than 4 consultant team members to attend.
Deliverables:
Workshops agendas and presentation materials.
14 DEVELOP RECOMMENDED MASTER PLAN PROGRAM
14.1 Develop and Evaluate Project Alternatives
ENGINEER will evaluate project alternatives using the economic and non - economic evaluation
criteria developed in Task 1. The evaluation will consider the availability of suitable construction
corridors, condition of existing pipes based on available information, constructability issues,
traffic concerns, public and environmental impact. ENGINEER may use available utility maps
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and as -built drawings to research potential critical utility conflicts that could represent "fatal
flaws" to the proposed sewer alignments.
Finalize descriptions, diagrams, layouts, site plans showing existing and future facilities, cost
estimates, and preliminary design criteria for the top ranked master plan alternative.
■ 11•.- • •� a .. ffftVETff=
If hydraulic relief is required for top ranked project alternatives, the ENGINEER will incorporate
recommended projects into the InfoWorks® ICM model and run the model to confirm the
proposed projects address the hydraulic issues. The modeling will also confirm and refine
downstream flows in the existing collection system to identify any additional potential capacity
issues that need to be addressed as a result of the proposed alternatives.
The ENGINEER will identify any recommended follow -up flow monitoring, field investigations or
other analyses for future validation of recommended capacity improvement projects.
Deliverables:
Maps and model hydraulic profiles showing proposed solutions.
14.3 Capital Improvement Plan
ENGINEER will develop a capital improvement plan (CIP) showing the timing and phasing of all
capital improvement projects in the 20 -year planning horizon with particular emphasis on the
first ten years of the planning horizon. The CIP will be organized to identify linkages among the
major capital improvement projects and repair and replacement projects such that the projects
can be re -sorted and re- scheduled as changes in planning assumptions and need occur.
Coordinate the recommended capital improvements with the District's existing Capital
Improvement Plan to provide an overall comprehensive capital improvement plan.
Identify triggers for starting piloting (if applicable), preliminary design, design, and construction
of the recommended capital improvement projects in order to determine efficient "just -in- time"
project implementation.
Identify policies, programs, and guidelines to address overall program implementation including
project prioritizations (for example weighting likelihood of failure and consequence of failure),
implementation costs, project delivery methods, potential funding sources, and an estimated
schedule for implementing plan elements.
Assumptions:
CIP will be limited to the 20 -year planning horizon.
Deliverables:
• TM 22 - Recommendations, draft, and final.
• CIP spreadsheets.
• Schedule and recommended project phasing.
• Cash flow spread sheet and chart.
Meetings:
Two 2 to 3 -hour meetings with District staff to present and discuss CIP.
\Qstgroups \planning$ \TP PLANNING \Projects \7343 - Wastewater Treatment Plant Master Plan \23.0 Proposals and Contracts\23.2 Contracts \Carollo \Scope and Budget \Exhibit A2 (CS
MP Scope).docx 23
14.4 Recommendations /CIP Workshops
ENGINEER will conduct 2 workshops - 1 with staff and management (assumed 8 hours) and 1 with
Board (assumed 4 hours). Topic covered at the workshops will be the same and will utilize
essentially the same presentation materials. Attendance at staff workshop will include more
attendees, including PD, PM, PE and up to 3 subject experts at each meeting. Board workshop
attendees are assumed no more than 4 consultant team members to attend.
Deliverables:
Workshops agendas and presentation materials.
15 FINANCIAL ANALYSIS
15.1 Financial Analysis Support
ENGINEER will assist the District to develop an updated financial plan that identifies the annual
revenue requirements and rates and fees analysis over the planning horizon, with emphasis on
the first ten years. The financial analysis will build upon the District's newly developed rate
model.
Provide annual flow and waste load allocations for the recommended capital improvement plan
to perform the financial analyses. The financial analysis will consider the debt - structure funding
strategy, including pay -as- you -go and debt financing; allocations of costs to billable constituents
and to user categories; near- and long -term capital and operational needs; as well as potential
impacts on customer classes due to modifications of the rate structures. The results of the
revenue requirement will define what levels of rate increases are necessary in order to fund
ongoing expenditures, identified capital needs, meet the District's policy goals, and adhere to
Proposition 218 and California Government Code §66000 requirements.
Assumptions:
District will perform the rate modeling either through a separate contract or through use of
District Staff. ENGINEER will provide input parameters for the model.
Information Needs:
Rate model.
District financial data including revenue and costs.
Deliverables:
None — Financial analysis will be incorporated into Recommendations TM and the Master
Plan Reports.
Meetings:
Up to two meetings with District staff responsible for financial plan and rates.
16 PREPARE MASTER PLAN DOCUMENTS
ENGINEER will prepare technical memoranda (TMs) throughout the master planning process.
Organize and provide the TMs as a standalone appendix to the Collection System Master Plan.
Summarize the major findings, recommendations, and conclusions of the TMs into a
comprehensive master plan summary report with an executive summary. Include one -page
\ \Distgroups \planning$ \TP PLANNING \Projects\7343 -Wastewater Treatment Plant Master Plan \23.0 Proposals and Contracts \23.2 Contracts \Carollo \Scope and Budget \Exhibit A2 (CS
MP Scope).docx 24
capital improvement summary sheets in the appendix to the Master Plan for each
recommended capital improvement project.
ENGINEER will develop an additional executive summary for the Comprehensive Wastewater
Master Plan that summarizes the major findings, recommendations, and conclusions of both the
Wastewater Treatment Plant Master Plan and the Collection System Master Plan.
Assumptions:
Executive Summary will be a joint document covering both treatment and collection system
recommendations.
Information Needs:
• None.
Deliverables:
• Draft Master Plan.
• Final Master Plan.
• Executive Summary.
Meetings:
One meeting to review comments on draft master plan and executive summary.
17 ENVIRONMENTAL DOCUMENTATION
17.1 Strategy for Environmental Compliance
Once the Recommended Program and Projects are determined, ENGINEER will develop a
strategy for complying with the environmental documentation required to implement the
recommended capital improvement program. Different CEQA vehicles will be considered for use
depending on the type, location, and timing of the projects. CEQA documentation vehicles or
strategies may include Categorical exemption, Negative Declaration, Mitigated Negative
Declaration (MND), project specific Environmental Impact Report (EIR) and a Programmatic
EIR. One strategy may be to group immediate need projects that are replacement of existing
infrastructure that are categorically exempt from CEQA (likely those at the plant) and to group
other immediate need projects (likely those in the collection system) into an MND . These
projects may then proceed right away while a programmatic EIR is underway for the longer term
recommended improvements. ENGINEER will hold one meeting with District Staff to review and
discuss draft findings and recommendations. This meeting will be held in conjunction with the
treatment plant meeting.
Assumptions:
Scope and level of effort does not include engineering support of CEQA document
preparation. Only a strategy for CEQA will be provided. Specific CEQA project scopes and
budgets can be prepared separately as the appropriate level of project detail is available.
One meeting on CEQA strategy.
Information Needs:
Information on past environmental documentation efforts including success or challenges from
use of different CEQA vehicles (e.g., categorically exempt, mitigated negative declaration or
EIR).
\ \Distgroups \planning$ \TP PLANNING \Projects \7343 - Wastewater Treatment Plant Master Plan\23.0 Proposals and Contracts \23.2 Contracts \Carollo \Scope and Budget \Exhibit A2 (CS
MP Scope).docx 25
Deliverables:
TM 23 - Environmental Documentation Strategy Draft and Final TM, draft
and final.
11Distgroupslplanning$1TP PLANNING1Projects17343 - Wastewater Treatment Plant Master Plan123.0 Proposals and Contracts123.2 Contracts\Carollo\Scope and BudgetlExhibit A2 (CS
MP Scope).docx 26
EXHIBIT B1 - CCCSD WWTP Master Plan Fee
Task
Task Description
CAROLLO
Total Labor
Hours Subtotal
CH2M Hill
Total Labor
Hours Subtotal
Katz
Total Labor
Hours Subtotal
LWA
Total Labor
Hours Subtotal
OTHER
SUBS
Subtotal
ODC
Subtotal
TOTAL
1.0
Planning Objectives and Approach
Subtotal Task 1.0
720
$ 170,270
446
$ 103,995
8
$ 1,920
16
$ 4,640
$
$ 30,622
$ 311,447
2.0
QA/QC Plan
Subtotal Task 2.0
218
$ 65,622
150
$ 42,294
0
;
0
$
$
$ 5,665
$ 103,381
3.0
Community Outreach
Subtotal Task 3.0
116
$ 27,745
59
$ 14,725
447
$ 89,190
0
$
$
$ 6,907
$ 138,567
4.0
Evaluate Existing Information
Subtotal Task 4.0
162
$ 34,658
100
$ 22,076
0
$
0
$
$
$ 3,599
$ 60,333
5.0
Flow and Load Analysis
Subtotal Task 5.0
190
$ 34,638
0
$
0
$
0
$
$
$ 2,223
$ 36,861
6.0
Existing Facilities Analysis
Subtotal Task 6.0
628
$ 143,362
574
$ 126,982
0
$
0
$
$ 10,000
$ 21,141
$ 301,485
7.0
Condition Assessments
Subtotal Task 7.0
150
$ 34006
524
$ 112,436
0
$
0
$
$
$ 30,521
$ 176,963
8.0
Recycled Water Facilities Evaluation
Subtotal Task 8.0
764
$ 169,266
88
$ 16,720
0
$
0
$
$ 10,000
$ 20,403
$ 208,389
9.0
Identify and Evaluate Regulatory Scenarios
Subtotal Task 9.0
88
$ 17,160
68
$ 16,180
0
$
120
$ 31,200
$
$ 3,807
$ 68,347
10.0
Evaluate Immediate and Future Needs
Subtotal Task 10.0
272
$ 58,404
148
$ 32,580
0
$
0
$
$
$ 5,699
$ 96,683
11.0
Identify and Develop Project Alternatives
Subtotal Task 11.0
688
$ 158,664
672
$ 149,272
0
$
16
$ 4,640
$
$ 23,277
$ 335,853
12.0
Develop Recommended Master Plan Program
Subtotal Task 12.0
454
$ 97,854
216
$ 50,192
0
$
0
$
$
$ 12,617
$ 160,663
13.0
Financial Analysis
Subtotal Task 13.0
148
$ 35,232
34
$ 8,550
0
$
0
$
$
$ 2,363
$ 46,145
14.0
Research and Development
Subtotal Task 14.0
66
$ 16,074
68
$ 8,090
0
$
0
$
$
$ 1,585
$ 25,749
15.0
Prepare Master Plan Documents
Subtotal Task 16.0
490
$ 96,380
214
$ 43,134
0
$
32
$ 8,200
$
$ 9,584
$ 157,298
16.0
Environmental Documentation
Subtotal Task 16.0
16
$ 3,816
48
$ 11'088
0
$
0
$
$
$ 1,030
$ 16,934
TOTAL
5,170
$1,143,051
3,408
$ 760,314
455
$ 91,110
184
$ 48,680
$ 20,000
$ 180,942
$ 2,244,097
EXHIBIT B2 - CCCSD Collection System Master Plan Fee
CAROLLO CH2M Hill Katz RMC OTHER ODC
Total Labor Total Labor Total Labor Total Labor SUBS
Task Task Description Hours Subtotal Hours Subtotal Hours Subtotal Hours Subtotal Subtotal Subtotal TOTAL
1.o
Planning Objectives and Approach
2.0
Subtotal Task 1.0
QA/QC Plan
537
$ 130,263
48
$ 34,238
0
$ -
36
$ 10,620
$
$ 8,814
$ 183,926
Subtotal Task 2.0
36
$ 9,828
216
$ 61,560
0
$ -
o
$
S
S 4,796
$ 78,183
3.0
Community Outreach
Subtotal Task 3 .0
81
$ 19,398
31
$ 7,961
24 8
$ 46,860
0
$
$ -
$ 3,826
$ 77,044
4.0
Evaluate Existing Information
Subtotal Task 4.0
208
$ 37,536
0
$ -
0
$ -
16
$ 4,360
$ -
$ 2,662
$ 44,648
5.0
Hydraulic Model
Subtotal Task 6.0
242
$ 57,466
160
$ 34,400
0
$
1732
$ 369,122
$ 65,000
S 28,218
$ 632,206
6.0
Develop Land Use Planning Information
Subtotal Task 6.0
16
$ 4,368
0
$
0
E
304
$ 66,240
$ -
S 3,449
$ 73,067
7.0
Rainfall Dependent 18.1
Subtotal Task 7.0
28
$ 6,640
0
$
0
$
48
$ 11,040
$ -
$ 880
$ 18,560
8.0
Long Term Flow Monitoring
Subtotal Task 8.0
6
$ 1,380
0
$ -
0
-
32
$ 7,360
$
$ 438
9.0
Infrastructure Management
10.0
Subtotal Task 9.0
Identify and Evaluate Regulatory Scenarios
936
$ 201,406
66
$ 17,727
0
$ -
0
$ -
$ 28,000
$ 14,485
$ 261,818
Subtotal Task 10.0
88
S 19,044
8
S 2,280
0
$
0
$
$
$ 1,192
$ 22,616
11.0
Resiliency Adaptation Plan
Subtotal Task 11.0
76
$ 14,264
36
$ 8,660
0
$ -
0
S
$
$ 1,638
S 24,462
12.0
Optimization
Subtotal Task 12.0
140
$ 29,168
4
$ 1,140
0
$
0
$ -
$
$ 1,719
$ 32,027
13.0
Evaluate System Hydraulic Performance
14.0
Subtotal Task 13.0
Develop Recommended Master Plan Program
242
S 68,826
21
$ 6,187
0
$
366
$ 79,898
S 14,000
$ 7,912
$ 166,623
15.0
Subtotal Task 14.0
Financial Analysis
498
$ 104,822
21
S 6,187
0
S -
112
$ 21,660
$ -
S 7,290
$ 138,869
Subtotal Task 16.0
60
$ 12,820
0
$
0
S
0
$
$
S 702
$ 13,622
16.0
Prepare Master Plan Documents
Subtotal Task 16.0
462
S 97,926
24
S 6,840
0
$
0
S -
$ -
$ 6,891
S 110,667
17.0
Environmental Documentation
Subtotal Task 17.0
24
$ 6,208
42
$ 9,682
0 1
$
0
$
$
S 1,017
S 16,907
TOTALS
3,680
$ 811,153
676
$ 194,862
246
$ 45,860
2,646
$ 559,200
97,000
$ 92,816
$ 1,801 891
APPENDIX 131 AND B2 FEE SCHEDULE
COMPREHENSIVE WASTEWATER
MASTER PLAN
FEE SCHEDULE
As of March 1, 2015
Carollo Engineers
Hourly Rate
PD /PIC /QC
$273
PM
$273
SE
$252
DE
$230
PE
$194
AE
$159
G /GIS
$135
S
$106
PECE's (per hour)
$11.70
CH2M Hill
PIC /QC
$285
PM
$247
SE
$247
DE
$215
PE
$195
AE
$145
G /GIS
$145
S
$97
PC (per hour)
$6
Katz & Associates
PIC $240
SE $200
DE $130
RMC, Inc.
PIC /PM $295
SE $282
DE $250
PE $165
Larry Walker & Associates (LWA)
PIC $290
SE $245
Other Direct Expenses
Travel and Subsistence
at cost
Mileage at IRS Reimbursement Rate:
Effective January 1, 2015
$0.575
Subconsultant
cost + 5%
Other direct costs
cost + 10%
Expert Witness
Rate x 3.0
Legend:
PIC = Principle in Charge
QC = Quality Control
PD = Project Director
PM = Project Manager
SE = Subject Expert
DE = Discipline Expert
PE = Professional Engineer
AE = Assistant Engineer
S = Support Staff
G /GIS = Graphics
PECE (Carollo Engineers) = Project Equipment Communications Expense
PC (CH2M -Hill) = Project Charge
Note: Billing rate escalation is included in the proposed fee. During the
course of the agreement, billing rates may not be escalated unless the
project proposed schedule is significantly extended, at which time, new
rates may be incorporated into the agreement; however, the cost ceiling
shall remain the same.
EXHIBIT C - COMPREHENSIVE WASTEWATER MASTER PLAN - PRELIMINARY PROJECT SCHEDULE
p Workshop • Meeting Deliverable
ccatl0515s1.8i
2015
2016
Jul Aug Sep
Oct
Nov Dec
Jan Feb Mar Apr May Jun Jul Aug
Sep Oct Nov Dec
WWTP MASTER PLAN
TM1 TM2
TM3
1
Planning Objectives
Q
Kickoff
Meetings /Management
2
OA/OC_'
a
-
T 4
3
Community Outreach
M Outreach elan
4
Existing Information
TM5
TMB
5
Flow and Loads
TM7
TMB
6
Existing Facilities
Torn,
tl-
7
Condition Assessment
Tmr late
�`[
I TMs
8
Recycled Water
R*'F-
_. _ _ .I
TWO
9
Regulatory
r7 TMn
10
Immediate/Future Needs
I
TM12
11.113
11
Project Alternatives
1Tnta
12
Recommendation
13
Financial
w1!
14
Research
Grate Final
15
Master Plan Documents
11,115
16
Environmental Documents
COLLECTION SYSTEM MASTER PLAN
TMi TM2
tr.13
1
Planning Objectives
!
Meetings /Management
2
OA/0C
TM4
3
Community Outreach
4
Existing Information
Tmniig ModelTrelning
Guidance
1M6
TM7
TM8
TM9 TM10 Does Sessions
Does
5
Hydraulic Model
�
6
Landuse Planning
TM11
7
Rainfall Dependent I/I
TMt2
8
Long -Term Flow Monitoring
1M13
T,4
TM15
9
Infrastructure Asset Management
TM16
10
Regulatory Scenarios
11
Resiliency Adaptation
TM17
TM18
12
Operations Plan Optimization
TM21
13
System Performance
���mmonwi�
TM19 TM20
TM22
14
Recommendations
15
Financial
Drah Final
16
Master Plan Documents
� �
TM23
17
Environmental Documents
p Workshop • Meeting Deliverable
ccatl0515s1.8i
EXHIBIT D
COMPREHENSIVE WASTEWATER MASTER PLAN
ORG CHART
Jamel Demir, P.E. - Lead Treatment
Carollo/Walnut Creek, CA
Rick Nelson, P.E. - Lead Collection System
CH2M HILL/Kansas City, MO
Lydia Holmes, P.E.
Carollo/Walnut Creek. CA
Rod Reardon, P.E., BCEE
Carollo /Orlando, FL
Andy Salveson, P.E.
Carollo,Walnut Creek
Peter Burrowes, P.E.
CH2M HILL/Ontario, Canada
Jay Surti, P.E.
CH2M HILL/Parsippany, NJ
Jay Witherspoon
CH2M HILL/San Francisco, CA
Peter Burrowes, P.E.
CH21V HILUOntario, Canada
Jay Surti, P.E.
CH2M HILL/Parsippany, NJ
Dru Whitlock, P.E.
CH2M HILL/Salt Lake City, UT
Jeff Sanford, P.E.
CH2M HILUSoartanbura. SC
Project Master Plan . Principals
Steve McDonald, P.E. Jim Hagstrom, P.E.
Carollo/Walnut Creek, CA Carollo/Walnut Creek, CA
Rich Pyle, P.E.
CH2M HILL/San Diego, CA
Tom Gmvhoug
Walker Associates /Davis. CA
Robb Grantham
CarolloiWalnut Creek
Glen Daigger, Ph.D., P.E.
CH2M HILL/Denver, CO
Sara Katz
Katz & Associates/San Diego. CA
Mike Britten, P.E.
Carollo/Walnut Creek, CA
Gisa Ju, P.E.
RMC/Walnut Creek, CA
Tim Loper, P.E.
Carollo /Fresno, CA
Mike Fleury, P.E., BCEE
Carollo /Las Vegas, NV
Jose Villalobos, P.E.
V&A/Oakland, CA
EXHIBIT D
COMPREHENSIVE WASTEWATER MASTER PLAN
ORG CHART (continued)
Process Modeling
Andre Gharagozian, P.E.
Carollo/Walnut Creek, CA
Treatment Plant Operations
Dennis Burrell, P.E.
CH2M HILL/Sacramento, CA
Treatment Plant Hydraulic Modeling
James Wickstrom, P.E.
Carollo/Walnut Creek, CA
Civil Engineering
Ryan Hook, P.E.
Carollo /Sacramento, CA
Structural Engineering
Mike Dadik, P.E., S.E.
Carollo/Walnut Creek, CA
Corrosion Engineering
Rod Jackson, P.E.
CH2M HILL/Sacramento, CA
Cathodic Protection
Rod Jackson, P.E.
CH2M HILL/Sacramento, CA
Vibration Analysis
Anthony Naimey, P.E.
CH2M HILL/Santa Ana, CA
Large Capacity Pumps
Todd Yamello, P.E.
Carollo/Walnut Creek, CA
Large Capacity Electrical and
Steam - Driven Centrifugal Blowers
Sarwan Wason, P.E.
Carollo/Walnut Creek. CA
Large Collection System Pipelines
Anne Prudhel, P.E.
Carollo/Walnut Creek, CA
Trenchless Technologies for Sewer
Tim Taylor, P.E.
Carollo /Sacramento, CA
Hot Water, Boilers. and Steam Systems
Tom Mossigner, P.E.
Carollo/Walnut Creek, CA
HVAC Systems
Bill Misslin, P.E.
CH2M HILL /Redding, CA
Electrical Engineering
Chris Carvalho, P.E.
Carollo/Walnut Creek, CA
Power Distribution and High
Voltage Switchgears
Chris Carvalho, P.E.
Carollo/Walnut Creek, CA
Power Generation, Co- Generation,
and Combined Heat /Recovery
Aaron Hall, P.E.
CH2M HILL/Henderson, NV
Alternative Energy
Jaya Johnson
CH2M HILL/Dallas /Fort Worth, TX
Instrumentation and Controls
Ben Francis, RE.
CH2M HILL1Redding, CA
SCADA and Programming
Ben Francis, P.E.
CH2M HILL /Redding, CA
Odor Control
Scott Cowden, P.E.
CH2M HILL /Corvallis, OR
Tertiary Filtration
Keith Bourgeous, Ph.D., P.E.
Carollo /Sacramento, CA
GIS /ESRI
Cathy Greenman, P.E.
RMC /San Jose, CA
Environmental Site Assessment
John Blasco, SWPPP
CH2M HILL/Oakland, CA
,mental Documentation
Andrea Gardner, PMP, LEED, AP BD +C
CH2M HILL/Oakland, CA
Surveying
Bill Fox, P.E., P.L.S.
CH21VI HILL/Redding, CA
Geotechnicai Engineering
Andrew Finney, P.E.
CH2M HILL/Sacramento, CA
Item No. 4
COMPREHENSIVE WASTEWATER
MASTER PLAN
REEP Committee Meeting
May 27, 2015
Jean -Marc Petit, Director of Engineering
Nathan Hodges, Prov. Senior Engineer
Dan Frost, Associate Engineer
Justin Waples, Assistant Engineer
4-& M. __ U4 z - �' m. � . N &I
Protectinq Public Healfh and the Environment
Agenda
• Master Plan Drivers
• Collection System Master Plan Needs
• Wastewater Treatment Plant Master Plan Needs
• Master Plan Approach
• Master Plan Budget
• Consultant Selection Process
• Master Plan Schedule
• Outreach & Recommendation
Master Plan Drivers
This Master Plan will confirm CIP needs
$1,500
$1,250
$1.000
2 $750
o $500
U
a.
G $250
$0
for the next 20+ years
FY14/15 FY15/16 Approx. 20-Year
10 -Year CIP 10 -Year CIP CIP
CIP Drivers
Optimization
Capacity
Regulatory
R &R
Collection System Master Plan
Needs
The Collection System Master Plan will
incorporate piping replacement goals
and confirm capacity expansion projects
The new dynamic model will confirm near -
term and future capacity improvements
Accurate Flow Simulations
w
Simulate
Pump Stations
Wet V V �uU 1�1
Management
WWTP Hydraulics
InfoMaster will allow for dynamic
planning, integrated with the District's GIS
and CMMS systems
InfoMaste_ rte, ,
Wastewater Treatment Plant
Master Plan Needs
The Treatment Plant Master Plan will
incorporate R &R needs with regulatory,
energy, and capacity drivers
CCTV
Data
GHG
Model
RWQCB
Studies
rp' Energy
ArcSnap/ Mgmt
InfoWorks ` `a Plans
Models
Collection Plant of
System the Future
Cleaning Reports
Data
Odor
Control
Plans
Past j
Col lectio
System
Master
IL Plans
OW $ANT BioWin
Model
Pilot
Projects
Hydraulic
Capacity
Force Main
Assessment
Solids
Handling
Facilities
Plans
Past
Condition
Assessmentsi
F TIP
Capacity Site' -
►Studies Planning
. Reports
0
The Master Plans will maximize use of
existing resources & previous studies
This project will provide the District
with a clear direction
0 Confirm CIP Projects, Costs, and Site Layouts —
O—Clarity to CIP Project Inter - Dependencies & Priorities
0 Coordinate Project Schedules & Predesign /Piloting Needs
OConfirm 0 &M /Energy Management Strategies
' Accelerate Condition Assessments /Implement Asset Mgmt. Plan
Align with Strategic Goals
The Master Plan will use proven planning
processes that will provide a
comprehensive plan for our future
Mawmize
Existing
ASSESS Infrastructure
1. Condition
2. Capacity
3. Reliability
® IDENTIFY
GAPS,
OPTIONS
STRATEGIZE
1. Regulations
2. Risks
3. Needs
4. Opportunities
Innovatron/
Leadership
Master Plan Budget
This project will coordinate several
major master planning efforts
Dynamic Collection Treatment — Recycled
System Plant Master y
System Master Plan I Plan — Water
Model
Consultant's Level of Effort
Dynamic CS Master TP Master Recycled
Model Plan Plan !_: Water
$0.53M $1.12M $1.86M $0.2M
Comprehensive
Wastewater
Master Plan
$4.04M
Treatment Plant Planning (Staff time) $265,000 $265.000 $530,000
Treatment Plant Master Plan $1.400.000 $800,000 $2.200.000
Filter Plant (Recycled Water Capacity) $200.000 $150,000 $350,000
Collection System Modeling Upgrade $401.600
$200,000
$601,600
Collection System Planning (Staff time) $169.000
$200,000
$369,000
Collection System Master Plan $600,000
$600,000
$1,200,000
$3,035,600
$2,215,000
55,250,600
13
Consultant Selection Process
A Request for Qualifications was
broadcasted to the Consulting
Community
RFQ -> RFP -> Interviews
4 Qualified Teams Competed
COMPREHENSi
I /
it Carollo /CH2MHill Team
Selected as Top Ranked
Team
Master Plan Schedule
Master Plan implementation is a high
priority for the District
Jan. July Jan. July Jan.
2015 2015 2016 2016 2017
RFQ Process
RFP Process
Interviews
Finalize Agreement /NTP
CS Model
Condition Assessments
CS Master Plan
TP Master Plan
Master Plan implementation is a
high priority for the District
Outreach & Recommendation
The outreach plan will address what
the District and public care about...
Ongoing
rate
Education increases
Public
WIIFM? Input
Sustainability
and Reuse Protectingthe
Environmer;
Affordabilit• Impacts during
constructs
Public Health
Committee & Board Support of the
Master Plan is critical
�.
District Staff Recommends...
...that the Board Authorize the General
Manager to execute an agreement with
Carollo Engineers, Inc. for professional
engineering services to develop the
Comprehensive Wastewater Master Plan
for an amount not to exceed $4,044,988,
and find that the agreement is exempt from
CEQA
Questions?