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Okaloosa County BOCC — June 17, 2014 — Agreement For Consulting Services — reading text

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of the following: 2.1 Design Criteria Package Development 2.1.1 2.1.1.1 2.1.1.2 2.1.2 2.1.3 2.1.4 2.1.5 2.1.6 CONSULTANT shall manage the development of the DCP that uses, as the basis for its development, the information and data contained in the 2007 Arbennie Pritchett WRF D/B Project Design Criteria Package. The DCP shall , ata minimum, contain the information identified in 1.3.3 and the following: A detailed description of the project including technical requirements and specifications, functional and operational elements, process requirements, redundancy requirements, stipulations regarding expandability, acceptance tests, performance guarantees, liquidated damages and enforcement provisions. Procurement instructions, including form requirements, due dates, proposal layout requirements, and proposal forms. The DCP documents and the RFP documents will be submitted simultaneously to the short-listed firms for preparation of their final proposal. DCP shall refine the CLIENT’S preferred risk posture for the D/B solicitation process; identifying key commercial and legal issues necessary to develop an updated Service Agreement; and conduct strategy and other work sessions to provide the framework for development and implementation of the PROJECT. An important part of the DCP development will be to update the risk matrix that describes various project financial, schedule, permitting, and performance, legal, technical, operation and regulatory risks. The draft DCP will be submitted to the CLIENT for review. Upon receipt of consolidated comments, a review meeting will be held to discuss the comments. A draft of the DCP and service agreement may be issued to the short-listed D/B Teams to solicit and receive their feedback. Following receipt of comments to the DCP, a second review meeting may be held with the CLIENT. Based on the results of these meetings, the CONSULTANT will prepare the DCP for final issuance to short-listed firms. 2.2 Draft Service Agreement 2.2.1 2.2.2 2.2.3 The DCP will be responsible for the development of the draft Service Agreement that uses, as the basis for its development, the information and data contained in the 2007 Arbennie Pritchett WRF D/B Project Service Agreement. The Service Agreement shall address technical, financial, and contractual business matters. The draft Service Agreement will be issued either with the DCP or as a supplement to the DCP. 2.3 Draft Equipment Specifications and Preliminary Drawings CONSULTANT shall be responsible for the development of the draft equipment specifications for key equipment items. The specifications will be developed based on the equipment and materials that were supplied during the 2007 plant construction project. 2.3.1 2.3.2 2.3.3 A complete specification package will not be prepared, but key design criteria will be summarized. Copies of submittal information and record drawings of the existing facilities will be provided as an attachment to the DCP for use by the D/B Teams in preparing their individual bids. It is anticipated that 25 preliminary design drawings, primarily associated with modifications to the existing electrical and instrumentation and control systems, will be developed to visually depict the key performance criteria that are described within the narrative portion of the DCP. EXHIBIT A OKALOOSA COUNTY WATER AND SEWER SYSTEM ARBENNIE PRITCHETT WRF 5 MGD EXPANSION PROJECT MANAGEMENT & DESIGN CRITERIA PROFESSIONAL SERVICES 2.3.4 CONSULTANT will coordinate and lead no more than four design workshops with CLIENT personnel as part of the DCP development. Based on results of the design workshops the actual number of drawings needed for each plant process area will be refined as appropriate. 2.3.5 The narrative and drawing portions of the DCP will provide the necessary level of detail to ensure that the completed PROJECT complies with the CLIENT’S stated requirements, while still offering the D/B the ability to provide innovative approaches to meet the CLIENT’S requirements. 2.3.6 CONSULTANT will provide up to 5 copies of the DCP for review by the CLIENT, and participate in detailed design review meetings (30%, 60%, and 90%). Comments from the CLIENT will be incorporated into a final DCP. 2.3.7 All parties to this agreement recognize that the purpose of the DCP is solely to define the performance requirements of the project. All design liability for the implemented project resides with the D/B Team. 2.4 Preliminary and Conceptual Design Services CONSULTANT shall perform design services to produce drawings and details necessary to convey the CLIENT’s expectations for the expanded facility to the D/B Teams. Specific design services shall include: 2.4.1 Civil/Site Design-Less than 5% design work is required for this engineering discipline. The D/B Teams shall perform these services and may rely on the written narrative and record drawing information presented in the DCP. 2.4.2 Yard Piping Design- Less than 15% design work is required for this engineering discipline. The D/B Teams shall perform these services and may rely on the written narrative and record drawing information presented in the DCP. 2.4.3 Demolition Design- None, no significant demolition work is anticipated. 2.44 Architectural Design- None is anticipated for this engineering discipline. The D/B Teams shall perform these services and may rely on the written narrative and record drawing information presented in the DCP. 2.4.5 Structural Design- None is anticipated for this engineering discipline. The D/B Teams shall perform these services and may rely on the written narrative and record drawing information presented in the DCP. 2.4.6 Mechanical Design- Less than 5% is anticipated for this engineering discipline. The D/B Teams shall perform these services and may rely on the written narrative and record drawing information presented in the DCP. 2.4.7 Electrical Design-Approximately 50% is anticipated for this engineering discipline. Several existing electrical issues will be addressed during this project, as well as the work required to utilize existing electrical capacity and systems to support the new equipment and facilities that will be constructed. No significant electrical design is anticipated to be performed by the CONSULTANT for the new oxidation ditch equipment and facilities. The D/B Team shall perform the balance of the electrical design to facilitate the construction of the new electrical services for the new oxidation ditch equipment and facilities and the upgrades and modifications. The D/B Team may rely on the written narrative, preliminary design drawings, and record drawing information presented in the DCP. 2.4.8 Instrumentation and Control (I&C) Design-Approximately 100% is anticipated for this engineering discipline. The Scope of Services for this work to be performed by the CONSULTANT is identified in Work Task 8 of this AGREEMENT. EXHIBIT Am OKALOOSA COUNTY WATER AND SEWER SYSTEM ARBENNIE PRITCHETT WRF 5 MGD EXPANSION PROJECT MANAGEMENT & DESIGN CRITERIA PROFESSIONAL SERVICES 2.5 Opinion of Probable Order of Magnitude Costs 2.5.1 Prior to completing the development of the DCP document, CONSULTANT will prepare a revised Opinion of Probable Order of Magnitude Cost for the PROJECT as an economic benchmark for the PROJECT. The estimates of project costs provided by the CONSULTANT will be made on the basis of information available to the CONSULTANT, prior cost proposals for the 2007 WRF construction project, and CONSULTANT'S past experience. Since CONSULTANT has no control over the cost of labor, materials, equipment or services furnished by others, the Proposers’ methods of determining prices, competitive bidding and market conditions, and future economic and unforeseen conditions, there will be no guarantee or warranty that future costs will not vary from estimates and projections. 2.5.2 After completing the development of the DCP document, CONSULTANT will prepare a revised Opinion of Probable Order of Magnitude Cost for the PROJECT as an economic benchmark for the PROJECT against CONSULTANT’s draft Opinion of Probable Cost. 2.5.3. Copies of the estimates will be submitted to the CLIENT 2.6 FDEP Permitting Assistance CONSULTANT shall coordinate with the CLIENT and the Florida Department of Environmental Protection (FDEP) to complete and submit to FDEP the necessary documents to apply for a revised permit for the components of the PROJECT. Permitting of the expanded WRF is complicated by the fact that since this project will be contracted using the design/ build approach, there will not be the traditional complete set of plans and specifications available for agency review which complicates the regulatory review process. The CLIENT and the CONSULTANT will need to work closely with FDEP and other regulators to agree upon the review procedures to be used and to implement the review process. Specific services that the CONSULTANT shall perform include the following services: 2.6.1 Agency Coordination Workshops CONSULTANT shall coordinate and attend coordination workshops with FDEP and other permitting agencies. The purpose of the workshops will be to develop an understanding of the specific regulatory requirements and the review procedures to be used to implement the PROJECT. CONSULTANT shall conduct coordination meetings with the various divisions within FDEP providing permitting execution and plan review functions. 2.6.2 Permitting Application. CONSULTANT will collect the necessary information and data to prepare a permit to expand the capacity of the WRF from 10 mgd to 15 mgd. Specific work tasks may include: 2.6.2.1 Obtain historical water quality and operational data required to be presented in the application document. 2.6.2.2 Prepare a PDR and permit application forms to expand the capacity of the WRF from 10 mgd to 15 med; including applications forms, Form 1 and 2A, as required by Chapter 62-620, F.A.C. 2.6.2.3 Prepare an updated site plan and process flow diagram. 2.6.2.4 Review, develop and prepare necessary documentation to accompany the application for permit renewal as required by FDEP regulations and guidelines. 2.6.2.5 Attend meetings as requested by representatives of the CLIENT and provide general engineering assistance, consultation, and opinions. 2.6.2.6 Coordinate review of the draft permit application package with CLIENT staff and adjudicate comments received. 2.6.2.7 Submit the application and accompanying documents to FDEP. (Applications Fees are not included in this scope) 2.6.2.8 Respond to requests for additional information from FDEP, not to exceed two requests from FDEP. 7 EXHIBIT A— OKALOOSA COUNTY WATER AND SEWER SYSTEM ARBENNIE PRITCHETT WRF 5 MGD EXPANSION PROJECT MANAGEMENT & DESIGN CRITERIA PROFESSIONAL SERVICES 2.7 Additional Permitting Assistance 2.7.1 Building Permits 2.7.1.1 CONSULTANT shall schedule and conduct a preliminary permitting meeting with the Okaloosa County Growth Management Department (OCGM) to discuss required permitting requirements and information necessary to permit the PROJECT and meet Florida Building Code requirements. 2.7.1.2 Submit preliminary construction drawings and specifications, including schematic site/civil and mechanical, and plumbing layout plans obtain necessary permit applications, drawings, and submittals and permit cost to construct the PROJECT. 2.7.1.3 CONSULTANT will meet with CLIENT to discuss the permitting requirements identified during the preliminary permitting meeting with OCGM. 2.7.1.4 CONSULTANT shall ensure the D/B Team obtains a master building permit from OCGM and that the D/B Team’s subcontractors obtain the necessary specialized permits. CLIENT will be responsible for payment of permitting fees to OCGM. 2.7.2 Construction Permits 2.7.2.1 CONSULTANT shall oversee the D/B Team’s NPDES application and permitting process. D/B Team will be responsible for

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