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HomeMy WebLinkAbout5.b. Review draft Position Paper to authorize the General Manager to execute a professional engineering services agreement with Woodard & Curran, Inc. in an amount not to exceed $1,400,000 for the Collection System Master Plan Update; execute four profes Page 1 of 4 Item 5.b. CENTRAL SAN BOARD OF DIRECTORS POSITION PAPER MEETING DATE: MAY 18, 2022 SUBJECT: REVIEW DRAFT POSITION PAPER TO AUTHORIZE THE GENERAL MANAGER TO EXECUTE A PROFESSIONAL ENGINEERING SERVICES AGREEMENT WITH WOODARD & CURRAN, INC. IN AN AMOUNT NOT TO EXCEED $1,400,000 FOR THE COLLECTION SYSTEM MASTER PLAN UPDATE; EXECUTE FOUR PROFESSIONAL ENGINEERING SERVICES AGREEMENTS FOR ON-CALL SUPPORT SERVICES WITH: 1) GHD, INC., IN AN AMOUNT NOT TO EXCEED $350,000; 2) WEST YOST ASSOCIATES, INC., IN AN AMOUNT NOT TO EXCEED $600,000; 3) WOODARD & CURRAN, INC., IN AN AMOUNT NOT TO EXCEED $600,000; AND 4) V&A, INC. IN AN AMOUNT NOT TO EXCEED $375,000; TRANSFER $750,000 FROM THE CAPITAL IMPROVEMENT BUDGET CONTINGENCYTO DISTRICT PROJECT 100028 FOR THE COLLECTION SYSTEM MASTER PLAN UPDATE; AND FIND THE AGREEMENTS ARE EXEMPT FROM THE CALIFORNIA ENVIRONMENTAL QUALITYACT SUBMITTED BY: INITIATING DEPARTMENT: JUSTIN WAPLES, ASSOCIATE ENGINEER ENGINEERING AND TECHNICAL SERVICES- DAN FROST, SENIOR ENGINEER PDS-PLANNI NG AND APPLI ED RESEARCH REVIEWED BY: DANEA GEMMELL, PLANNING AND DEVELOPMENT SERVICES DIVISION MANAGER JEAN-MARC PETIT, DIRECTOR OF ENGINEERING AND TECHNICAL SERVICES ISSUE Board of Directors' (Board) authorization is required for the General Manager to execute a professional engineering services agreement in an amount greater than $200,000. Board authorization is also required to transfer funds from Capital I mprovement Budget (CI B) Contingency Account to individual projects in an amount greater than $500,000. BACKGROUND The last Collection System Master Plan (CSMP)was completed as part of the 2017 Comprehensive Wastewater Master Plan. Staff recommends updating the CSMP to better understand upcoming and future capital improvement needs, to enhance the CSMP so that it supports Central San's upcoming Fiscal Year 2022-24 Strategic Plan and other Central San initiatives towards being a Utility of the Future May 18, 2022 REEP Committee Meeting Agenda Packet- Page 27 of 47 Page 2 of 4 that considers smart solutions, and ensures its infrastructure and services are both resilient and sustainable. The CSMP Update is expected to start in June or July 2022 and will continue for approximately 12 to 16 months. Central San's collection system comprises of over 1,500 miles of gravity sewers, 21 miles of force mains, 18 pump stations, collection system operations facilities and equipment, and many other support facilities. The collection system includes several billions of dollars of assets which are critical for ensuring continuous operation and conveyance of over 13 billion gallons of wastewater per year. Within the next 10 years, Central San expects to invest nearly$335 million (M) in capital improvements for the Collection System Program. Staff will work with the CSMP consultant to develop and clarify Central San's vision for the Collection System Program, conduct field inspections and desktop technical evaluations, and prepare the CSMP report documents and Capital Improvement Plan (CI P). In addition to working with the CSMP consultant, staff will continue to perform ongoing collection system planning work that will support the CSMP Update (e.g. I nfoWorks I CM dynamic model updates and evaluations, I nfoAsset Planner sewer risk and renovation forecast updates, large diameter inspection and renovation work, and force main inspection work). This other collection system planning work is being completed under existing on-call agreements that were established in 2019 for a 3-year duration, and will be continued under new on-call agreements included in this position paper. Consultant Selection Staff issued a Request for Proposal (RFP)for professional engineering services for the CSMP Update, and performed a comprehensive consultant selection process. On April 4, 2022, Central San received three proposals: 1) Woodard & Curran, Inc. (W&C); 2) West Yost Associates, I nc.; and 3) G HD, I nc.After conducting interviews on April 26, 2022 with all three proposers, staff selected W&C to lead and prepare the CSMP Update. The W&C team includes additional subject matter expertise and services provided from VW Housen &Associates, Carollo Engineers, Inc. and V&A Consulting Engineers. In addition to selecting the CSMP Update consultant, the RFP included the option for proposers and their subconsultants to be selected for other collection system planning work on an as-needed, on-call basis.All of the proposers and their subconsultants offered industry leading experts with a range of skillsets that can help Central San carry forward its collection system programs and projects. Based on expected collection system planning, modeling, inspection programs, and other needs over the next five years, staff selected the following consultants for on-call services agreements that exceed $200,000: GHD, I nc.; W&C; West Yost Associates, I nc.; and V&A, I nc. Other consultants selected for on-call services include Carollo Engineers, Inc. and VW Housen &Associates, Inc.; however, those agreements will be less than $200,000, within General Manager's authority. California Environmental Quality Act(CEQA) Staff has concluded that these actions are exempt from CEQA under District CEQA Guidelines Section 15262, since they allow for further planning and feasibility studies for possible future actions which Central San 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 actions will establish the Board's independent finding that these agreements are exempt from CEQA. Central San will conduct an environmental evaluation of any environmental-altering, physical project that is proposed in the future as a result of these studies to determine the need for any additional CEQA documentation. ALTERNATIVES/CONSIDERATIONS Alternative 1 -Authorize the W&C agreement for the CSMP Update; however, do not authorize the on- call agreements at this time. This alternative is not recommended because existing on-call agreements May 18, 2022 REEP Committee Meeting Agenda Packet- Page 28 of 47 Page 3 of 4 expire in November and December 2022. The use of on-call agreements is current practice and is preferred over executing multiple small agreements because of efficiencies gained in managing fewer agreements. Alternative 2 - Do not authorize the agreements and do not update the CSMP. This is not recommended because the CSMP Update is an important process that documents Central San's plan for addressing infrastructure needs and opportunities for the Cl P, provides necessary budgetary forecast information for sewer service charge rate planning, and helps identify how Central San's Operations and Maintenance practices and CI P will help Central San achieve its mission, vision, values and goals outlined in the Strategic Plan. FINANCIAL IMPACTS The total cost for the CSMP Update is estimated at$1.75 M, which includes consulting services for$1.40 M (estimated at$1.25 M with an additional allowance of $150,000) and staff time for$350,000. The CSMP Update, District Project 100028, is listed on page 225 of the Fiscal Year 2021-22 Central San Budget and has sufficient funds to initiate the project; however, additional funds will be required to complete the work. A transfer of$750,000 from the Cl B Contingency Account to District Project 100028 will be completed upon Board approval. The C I B Contingency Account had $1.75 M remaining as of the March 31, 2022 C I B Report. The amounts for the on-call agreements are from $20,000 to $120,000 per year for 5-year total agreement amounts ranging from $100,000 to $600,000. The on-call agreements with total amounts exceeding $200,000 require Board authorization and are included in this position paper. The consultants have been informed and understand that an on-call agreement is not a guarantee of work. The agreements provide a go-to consulting firm when specialty support and expertise is required. The services provided by the on-call agreements are paid for and included in the Board-approved Budget. No additional funding for the on-call agreements is required. COMMUNITY OUTREACH A critical element of the CSMP Update will be to generate executive summaries, figures, messaging, and other documentation that will be used to support Central San's ongoing community outreach efforts, led by Central San's Communication Services and Intergovernmental Relations workgroup. COMMITTEE RECOMMENDATION The Real Estate, Environmental and Planning Committee reviewed this matter at its meeting on May 18, 2022 and recommended RECOMMENDED BOARD ACTION Staff recommends the following Board actions: 1. Find that these agreements are exempt from CEQA; 2. Authorize the General Manager to transfer$750,000 from the Cl B Contingency Account to District Project 100028 for the Collection System Master Plan Update; 3. Authorize the General Manager to execute a professional engineering services agreement with Woodard & Curran, I nc. in an amount not to exceed $1,400,000 for the Collection System Master Plan Update; 4. Authorize the General Manager to execute four professional engineering services agreements for on-call services with: May 18, 2022 REEP Committee Meeting Agenda Packet- Page 29 of 47 Page 4 of 4 • GHD, Inc., in an amount not to exceed $350,000; • West Yost Associates, I nc., in an amount not to exceed $600,000; • Woodard & Curran, Inc., in an amount not to exceed $600,000; and • V&A, Inc., in an amount not to exceed $375,000. Strategic Plan Tie-In GOAL ONE: Customer and Community Strategy 1—Deliver high-quality customer service, Strategy 2—Maintain a positive reputation GOAL TWO:Environmental Stewardship Strategy 1—Achieve 100%compliance in all regulations, Strategy 2—Anticipate and prepare for potential regulatory changes GOAL THREE:Fiscal Responsibility Strategy 1—Maintain financial stability and sustainability,, Strategy 2—Ensure integrity and transparency in financial management GOAL FOUR: Workforce Development Strategy 1 - Ensure adequate staffing and training to meet current and future operational levels GOAL FIVE:Infrastructure Reliability Strategy 1—Manage assets optimally to prolong their useful life, Strategy 2—Execute long-term capital renewal and replacement program, Strategy 3—Protect personnel and assets from threats and emergencies GOAL SIX:Innovation and Optimization Strategy 1—Implement the Central San Smart Initiative, Strategy 2—Improve and modernize operations through technology and efficiency measures GOAL SEVEN:Agility and Adaptability Strategy 2—Plan ahead for scenarios of direct adverse impacts May 18, 2022 REEP Committee Meeting Agenda Packet- Page 30 of 47