Okaloosa County BOCC — June 21, 2016 — Amendment 1 to Exhibit A — reading text

Amendment 01 to Exhibit A— Scope of Basic Services for Owner’s Representative and Design Criteria Professional Services for the Arbennie Pritchett WRF 5 MGD Expansion Design Build Project Article A. Purpose: The purpose of this Amendment 01 to Exhibit A is to authorize and direct Constantine Engineering, Inc. (CONSULTANT) to proceed with professional engineering design, procurement and services during construction (SDC) for work associated with the APWRF Septage /FOG Receiving System Expansion (Septage Project) for the Okaloosa County Water and Sewer Department (COUNTY). The activities that are to be included with this Project are described in “Article B. Scope of Services.” Article B. Scope of Services: The Scope of Services authorized in this Amendment 01 includes, but are not limited to general professional engineering and technical services required for the design and construction for the following:  An additional septage receiving unit, capable of receiving domestic septic tank waste and fats, oils and grease (FOG) from commercial grease traps at the COUNTY’s Arbennie Pritchett Water Reclamation Facility (APWRF). This revision includes additional Design and Construction Services. The specifics of this additional work are addressed in Work Task 9 below. The additional scope of services under this revision will be added to the original scope, the previous Scope of Services will remain unchanged. The CONSULTANT agrees to furnish general professional engineering and technical services for the Work applicable to serve as the Owner’s Representative and Design Criteria Professional for the Arbennie Pritchett Water Reclamation Facility (WRF) Expansion Design Build Project (PROJECT), as requested by the CLIENT’s representative. The services that the CONSULTANT agrees to furnish as part of this AGREEMENT include, but are not limited to engineering and technical services to perform the following: 1. Develop a request for qualifications (RFQ) for the CLIENT to issue to interested Design/Build (D/B) Teams to solicit statements of qualification (SOQs); develop a request for proposals (RFP) to issue to the short-listed D/B Teams; solicit D/B Proposals; develop PROJECT cost estimates; negotiate final D/B Team Contract. 2. Serve as the Design Criteria Professional for the development of the Project Design Criteria Package (DCP) for the PROJECT in accordance with Florida State Statutes. Perform engineering design services to develop the DCP, Preliminary Design Report (PDR) and FDEP permit applications. Perform necessary groundwater modeling and mounding analysis and geotechnical services in support of the PROJECT. 3. Perform services during construction (SDC) and resident observation (RO) services. Develop and manage an Owner Purchased Equipment (OPE) program to track and 1  AMENDMENT 01 TO EXHIBIT A─ OKALOOSA COUNTY WATER AND SEWER SYSTEM ARBENNIE PRITCHETT WRF 5 MGD EXPANSION PROJECT MANAGEMENT & DESIGN CRITERIA PROFESSIONAL SERVICES manage equipment and material purchases by the D/B Team to maximize tax savings to the CLIENT. 4. Provide agency coordination and public involvement as authorized by the CLIENT. 5. Oversee complete system startup, DCP compliance and contract closeout requirements and with the selected D/B Team, consultants, equipment suppliers, utilities and regulatory agencies. 6. Oversee and verify the completion of PROJECT equipment and process operation and maintenance (O&M) manuals, final submittals, project photographs, design documentation and other necessary information and data. 7. Perform miscellaneous engineering and technical services in support of the PROJECT as authorized by the CLIENT. 8. Provide electrical engineering and WRF supervisory control and data acquisition (SCADA) design and plant control and monitoring system (PCMS) programming services for PROJECT, including development of primary and secondary (redundant) virtual systems for CLIENT’s wastewater treatment facilities. AMENDMENT 01 9. Provide program management, design services and construction services for constructing a new 700 GPM Septage and FOG Receiving Station. The design will also include provisions for additional features such as truck weigh stations, lighted structural canopy cover, pumping station and miscellaneous piping modifications. Specific Work Tasks that may be authorized by the CLIENT’s representative are presented below. Work Task 1. Design/Build Team Procurement Management CONSULTANT shall coordinate and manage the work associated with the Design/Build Procurement Process. This includes development of the request for qualifications (RFQ), assisting CLIENT to review of the Statements of Qualifications (SOQs) and the pre- qualification of D/B Teams, development of the request for proposals (RFP), solicitation of proposals, and review of the proposals, and technical evaluations and recommendation. Specifically, CONSULTANT shall perform the following services: 1.1 Develop the Request for Qualifications (RFQs) 1.1.1 CONSULTANT shall coordinate its activities with the CLIENT. 1.1.2 CONSULTANT shall develop an RFQ Package and a notice that will be published to solicit, SOQs from interested D/B Teams. 1.1.3 The RFQ will explain the nature of the project and enable the short-listing of qualified firms, and shall be based on the RFQ used to solicit D/B Teams for the original 2007 Arbennie Pritchett WRF D/B Project. 1.1.4 The RFQ development will occur simultaneously with the DCP development process 2  AMENDMENT 01 TO EXHIBIT A─ OKALOOSA COUNTY WATER AND SEWER SYSTEM ARBENNIE PRITCHETT WRF 5 MGD EXPANSION PROJECT MANAGEMENT & DESIGN CRITERIA PROFESSIONAL SERVICES 1.1.5 As in the previous RFQ, the basis of D/B Team qualification will be a set of pass or fail criteria. These criteria will address the legal structure of the team experience with jobs of similar size and nature for all members of the D/B Team; financial capacity, bonding capacity, reference checks, and the respondents’ project approach. This approach will provide the CLIENT with a process that will ensure qualified D/B Teams and a defensible screening process to select teams for the short-list. 1.2 Managing the Pre-Qualification of Interested D/B Teams. 1.2.1 CONSULTANT shall coordinate its activities with the CLIENT. 1.2.2 CONSULTANT shall manage the development of a process to screen and pre- qualify candidate design-build teams using the RFQ developed in previous tasks. The pre-qualification process will include the service agreement principles that contain the major contractual provisions and the D/B business framework. The final product shall be to establish a shortlist of qualified vendors. 1.2.3 CONSULTANT shall manage the development of a Pre-qualification solicitation package advertisement to notify interested D/B Teams of the project. 1.2.4 CONSULTANT shall manage workshops and meetings with CLIENT, and regulatory staff, as needed, to review the pre-qualification process. 1.2.5 CONSULTANT shall solicit and evaluate the responses to the RFQ, shall prepare for and attend one pre-submittal meeting and shall prepare responses to questions and/or addenda. 1.2.6 CONSULTANT shall review and evaluate the qualifications submitted in response to the RFQ. The purpose is to determine which D/B Teams meet the pass/fail criteria and then provide information for the short-listing of the remaining D/B teams. The evaluation process will be based on the criteria included in the RFQ and will focus on the respondent’s financial and technical qualifications. Technical evaluations will be based on established evaluation criteria. 1.2.7 CONSULTANT shall perform evaluations of the D/B Team’s net worth, liquidity and equity, profitability, and other financial qualifications. 1.2.8 Upon receipt of the SOQs, CONSULTANT shall prepare an initial evaluation report based on the evaluation criteria established for the project. This will assist the OCWS Staff in the overall selection process. The following proposal evaluation criteria may include: 1.2.8.1 The respondent’s prior experience on similar projects. 1.2.8.2 The respondent’s management capability, availability, and financial resources. 1.2.8.3 CONSULTANT shall perform due diligence investigations on certain reference facilities and references that are included within the respondent’s SOQ. This effort will be used to verify the information contained in the SOQ and to verify the respondent’s submission. Due diligence investigations may consist of: 1.2.8.3.1.1 Phone interviews of references and discussions with the owners of the reference facilities about the proposer’s services. 3  AMENDMENT 01 TO EXHIBIT A─ OKALOOSA COUNTY WATER AND SEWER SYSTEM ARBENNIE PRITCHETT WRF 5 MGD EXPANSION PROJECT MANAGEMENT & DESIGN CRITERIA PROFESSIONAL SERVICES 1.2.9 CONSULTANT shall prepare a draft SOQ evaluation report that summarizes the results of the RFQ evaluation process and activities. Based on the evaluation of the SOQs, the CONSULTANT will hold a meeting with the OCWS Staff to review the evaluation report. Following the selection of the short-listed firms, CONSULTANT shall contact the short-listed D/B Teams, as well as those D/B Teams not selected. Following this meeting with OCWS Staff, CONSULTANT shall finalize the SOQ evaluation report, to serve as final documentation of the pass/fail results, the short- list process, the analysis of the SOQs, and a listing of the final short-listed D/B Teams. 1.3 D/B Team RFP Development and Proposal Solicitation / Review 1.3.1 CONSULTANT shall coordinate its activities with the CLIENT. 1.3.2 CONSULTANT shall prepare the RFP documents in conjunction with the DCP documents. Both documents will be submitted simultaneously to the short-listed firms for use in preparation of their final proposal. The scope of work associated with the development of the DCP is addressed in a separate Work Task of this document. 1.3.3 CONSULTANT shall manage the development of an RFP to solicit Proposals from short-listed D/B Teams. The RFP shall use, as the basis for its development, the information and data contained in the 2007 Arbennie Pritchett WRF D/B RFP. At a minimum, the RFP shall contain the following: 1.3.3.1 Items required by State of Florida Statute 287.055., Consultant’s Competitive Negotiation Act (CCNA). 1.3.3.2 The time and place responses are due. 1.3.3.3 Minimum requirements and any limitations that apply to the selection of D/B Teams. 1.3.3.4 Terms and provisions to be included in the service agreement. 1.3.3.5 A description of the process to be used to evaluate proposals including the evaluation factors and their relative weight. 1.3.4 CONSULTANT shall manage the distribution of the RFP and associated documents to the short-listed D/B Teams.