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HomeMy WebLinkAbout10-05-2022 Operations Committee Meeting Complete Agenda PacketC)C6SAN ORANGE COUNTY SANITATION DISTRICT ORANGE COUNTY SANITATION DISTRICT SPECIAL NOTICE REGARDING CORONAVIRUS (COVID-19) AND ATTENDANCE AT PUBLIC MEETINGS Governor Newsom signed Assembly Bill (AB) 361 on September 16, 2021, which, in part, addresses the conduct of public meetings in light of the continued State of Emergency order. Effective October 1, 2021, AB 361 suspends the requirements located in California Government Code, Section 54953, Subdivision (b), Paragraph (3) specifically pertaining to the conduct of public meetings. As such, the Orange County Sanitation District (OC San) Board of Directors has determined that due to the size of OC San's Board of Directors (25), and the health and safety of the members, the Board of Directors will be participating in meetings of the Board telephonically and via Internet accessibility. PUBLIC PARTICIPATION Your participation is always welcome. OC San offers several ways in which to interact during meetings. You will find information as to these opportunities below. ONLINE MEETING PARTICIPATION You may join the meeting live via Teams on your computer or similar device or web browser by using the link below: Click here to join the meeting We suggest testing joining a Teams meeting on your device prior to the commencement of the meeting. For recommendations, general guidance on using Teams, and instructions on joining a Teams meeting, please click here. Please mute yourself upon entry to the meeting. Please raise your hand if you wish to speak during the public comment section of the meeting. The Clerk of the Board will call upon you by using the name you joined with. Meeting attendees are not provided the ability to make a presentation during the meeting. Please contact the Clerk of the Board at least 48 hours prior to the meeting if you wish to present any items. Additionally, camera feeds may be controlled by the meeting moderator to avoid inappropriate content. HOW TO PARTICIPATE IN THE MEETING BY TELEPHONE To join the meeting from your phone: Dial (213) 279-1455 When prompted, enter the Phone Conference ID: 249 416 233# All meeting participants may be muted during the meeting to alleviate background noise. If you are muted, please use *6 to unmute. You may also mute yourself on your device. Please raise your hand to speak by use *5, during the public comment section of the meeting. The Clerk of the Board will call upon you by using the last 4 digits of your phone number as identification. NOTE: All attendees will be disconnected from the meeting at the beginning of Closed Session. If you would like to return to the Open Session portion of the meeting, please login or dial -in to the Teams meeting again and wait in the Lobby for admittance. VIEW THE MEETING ONLINE ONLY The meeting will be available for online viewing only at: httas://ocsd.leaistar.com/Calendar.as HOW TO SUBMIT A COMMENT You may provide verbal comment in real time during the meeting. In order to provide a verbal comment, please raise your hand as described above or alert the Clerk of the Board before or during the public comment period. You may also submit your comments and questions in writing for consideration in advance of the meeting by using the eComment feature available online at: https://ocsd.legistar.com/Calendar.aspx or sending them to OCSanClerk(o)_ocsan.gov with the subject line "PUBLIC COMMENT ITEM # (insert the item number relevant to your comment)" or "PUBLIC COMMENT NON -AGENDA ITEM". You may also submit comments and questions for consideration during the meeting by using the eComment feature available online at: https://ocsd.legistar.com/Calendar.aspx. The eComment feature will be available for the duration of the meeting. All written public comments will be provided to the legislative body and may be read into the record or compiled as part of the record. TECHNICAL SUPPORT PRIOR TO AND DURING MEETINGS For technical assistance before and during the meeting, please call 714-593-7431. For any other questions and/or concerns, please contact the Clerk of the Board's office at 714-593-7433. Thank you, in advance, for your patience in working with these technologies. We appreciate your interest in OC San! 10844 Avenue Fountainn Valley, CA 92708 OC6SAN714...2.241, ORANGE COUNTY SANITATION DISTRICT www.ocsan_gov September 28, 2022 NOTICE OF REGULAR MEETING OPERATIONS COMMITTEE ORANGE COUNTY SANITATION DISTRICT Wednesday, October 5, 2022 — 5:00 P.M. ACCESSIBILITY FOR THE GENERAL PUBLIC Your participation is always welcome. Specific information as to how to participate in this meeting is detailed in the Special Notice attached to this agenda. In general, OC San offers several ways in which to interact during meetings: you may join the meeting live via Teams on your computer or similar device or web browser, join the meeting live via telephone, view the meeting online, and/or submit comments for consideration before or during the meeting. The Regular Meeting of the Operations Committee of the Orange County Sanitation District will be held at the above location and in the manner indicated on Wednesday, October 5, 2022 at 5:00 p.m. Serving: Anaheim Brea Buena Park Cypress Fountain Valley Fullerton Garden Grove Huntington Beach Irvine La Habra La Palma Los Alam itos Newport Beach Orange Placentia Santa Ana Seal Beach Stanton Tustin Villa Park County of Orange Costa Mesa Sanitary District Midway City Sanitary District Irvine Ranch Water District Yorba Linda Water District Our Mission. To protect public health and the environment by providing effective wastewater collection, treatment, and recycling. OPERATIONS COMMITTEE MEETING DATE BOARD MEETING DATE 10/05/22 10/26/22 11 /02/22 11116122 * 12/07/22 12121122 * JANUARY DARK 01/25/23 02/01 /23 02/22/23 03/01 /23 03/22/23 04/05/23 04/26/23 05/03/23 05/24/23 06/07/23 06/28/23 07/05/23 07/26/23 AUGUST DARK 08/23/23 09/06/23 09/27/23 * Meeting will be held on the third Wednesday of the month ROLL CALL OPERATIONS COMMITTEE Engineering and Operations & Maintenance Meeting Date: October 5, 2022 Time: 5:00 p.m. Adjourn: COMMITTEE MEMBERS (14) Brooke Jones (Chair) Marshall Goodman Vice -Chair Stephen Faessel Johnathan Ryan Hernandez Steve Jones Sandra Massa-Lavitt Paulo Morales Kim Nichols Bob Ooten Jesus J. Silva Donald P. Wagner Chad Zimmerman Chad Wanke (Board Chair) -Ryan Gallagher Board Vice -Chair OTHERS 1!!rr ogin, General Counsel STAFF Jim Herber , General Manager Rob Thompson, Assistant General Manager Lorenzo Tyner, Assistant General Manager Celia Chandler, Director of Human Resources Director of Engineering -KathyMillea, Riaz Moinuddin, Director of Operations & Maintenance Lan Wiborg, Director of Environmental Services -Kelly Lore, Clerk of the Board ORANGE COUNTY SANITATION DISTRICT Effective 09/07/2022 BOARD OF DIRECTORS Complete Roster ALTERNATE AGENCY/CITIES ACTIVE DIRECTOR DIRECTOR Anaheim Stephen Faessel Gloria Ma'ae Brea Glenn Parker Cecilia Hupp Buena Park Art Brown Connor Traut Cypress Paulo Morales Anne Hertz-Mallari Fountain Valley Patrick Harper Ted Bui Fullerton Jesus J. Silva Nick Dunlap Garden Grove Steve Jones John O'Neill Huntington Beach Kim Carr Dan Kalmick Irvine Anthony Kuo Farrah N. Khan La Habra Rose Espinoza Steve Simonian La Palma Marshall Goodman Nitesh Patel Los Alamitos VACANT NONE Newport Beach Brad Avery Joy Brenner Orange Kim Nichols Chip Monaco Placentia Chad Wanke Ward Smith Santa Ana Johnathan Ryan Hernandez Nelida Mendoza Seal Beach Sandra Massa-Lavitt Schelly Sustarsic Stanton David Shawver Carol Warren Tustin Ryan Gallagher Austin Lumbard Villa Park Chad Zimmerman Robert Collacott Sanitary/Water Districts Costa Mesa Sanitary District Bob Ooten Art Perry Midway City Sanitary District Andrew Nguyen Mark Nguyen Irvine Ranch Water District John Withers Douglas Reinhart Yorba Linda Water District Brooke Jones Tom Lindsey County Areas Board of Supervisors Donald P. Wagner Doug Chaffee OC6SAN ORANGE COUNTY SANITATION DISTRICT OPERATIONS COMMITTEE Regular Meeting Agenda Wednesday, October 5, 2022 - 5:00 PM Board Room Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714) 593-7433 ACCOMMODATIONS FOR THE DISABLED: If you require any special disability related accommodations, please contact the Orange County Sanitation District (OC San) Clerk of the Board's office at (714) 593-7433 at least 72 hours prior to the scheduled meeting. Requests must specify the nature of the disability and the type of accommodation requested. AGENDA POSTING: In accordance with the requirements of California Government Code Section 54954.2, this agenda has been posted outside the main gate of the OC San's Administration Building located at 10844 Ellis Avenue, Fountain Valley, California, and on the OC San's website at www.ocsan.gov not less than 72 hours prior to the meeting date and time above. All public records relating to each agenda item, including any public records distributed less than 72 hours prior to the meeting to all, or a majority of the Board of Directors, are available for public inspection in the office of the Clerk of the Board. AGENDA DESCRIPTION: The agenda provides a brief general description of each item of business to be considered or discussed. The recommended action does not indicate what action will be taken. The Board of Directors may take any action which is deemed appropriate. MEETING AUDIO: An audio recording of this meeting is available within 24 hours after adjournment of the meeting at https://ocsd.legistar.com/Calendar.aspx or by contacting the Clerk of the Board at (714) 593-7433. NOTICE TO DIRECTORS: To place items on the agenda for a Committee or Board Meeting, the item must be submitted in writing to the Clerk of the Board: Kelly A. Lore, MMC, (714) 593-7433 / klore@ocsan.gov at least 14 days before the meeting. FOR ANY QUESTIONS ON THE AGENDA, BOARD MEMBERS MAY CONTACT STAFF AT: General Manager: Jim Herberg, jherberg@ocsan.gov / (714) 593-7300 Asst. General Manager: Lorenzo Tyner, Ityner@ocsan.gov / (714) 593-7550 Asst. General Manager: Rob Thompson, rthompson@ocsan.gov / (714) 593-7310 Director of Human Resources: Celia Chandler, cchandler@ocsan.gov / (714) 593-7202 Director of Engineering: Kathy Millea, kmillea@ocsan.gov / (714) 593-7365 Director of Environmental Services: Lan Wiborg, Iwiborg@ocsan.gov / (714) 593-7450 Director of Operations & Maintenance: Riaz Moinuddin, rmoinuddin@ocsan.gov / (714) 593-7269 OPERATIONS COMMITTEE Regular Meeting Agenda Wednesday, October 5, 2022 CALL TO ORDER PLEDGE OF ALLEGIANCE ROLL CALL AND DECLARATION OF QUORUM: Clerk of the Board PUBLIC COMMENTS: Your participation is always welcome. Specific information as to how to participate in a meeting is detailed in the Special Notice attached to this agenda. In general, OC San offers several ways in which to interact during meetings: you may join the meeting live via Teams on your computer or similar device or web browser, join the meeting live via telephone, view the meeting online, and/or submit comments for consideration before or during the meeting. You may provide verbal comment in real time during the meeting. In order to provide a verbal comment, please raise your hand (directions provided in the Special Notice attached to this agenda) or alert the Clerk of the Board before or during the public comment period. You may submit your comments and questions in writing for consideration in advance of the meeting by using the eComment feature available online at: https://ocsd.legistar.com/Calendar.aspx or sending them to OCSanClerk@ocsan.gov with the subject line "PUBLIC COMMENT ITEM # (insert the item number relevant to your comment)"or "PUBLIC COMMENT NON -AGENDA ITEM". You may also submit comments and questions for consideration during the meeting by using the eComment feature available online at: https://ocsd.legistar.com/Ca/endar.aspx. The eComment feature will be available for the duration of the meeting. All written public comments will be provided to the legislative body and may be read into the record or compiled as part of the record. REPORTS: The Committee Chairperson and the General Manager may present verbal reports on miscellaneous matters of general interest to the Directors. These reports are for information only and require no action by the Directors. CONSENT CALENDAR: Consent Calendar Items are considered to be routine and will be enacted, by the Committee, after one motion, without discussion. Any items withdrawn from the Consent Calendar for separate discussion will be considered in the regular order of business. APPROVAL OF MINUTES RECOMMENDATION: 2022-2545 Approve Minutes of the Regular Meeting of the Operations Committee held September 7, 2022. Originator: Kelly Lore Page 1 of 5 OPERATIONS COMMITTEE Regular Meeting Agenda Wednesday, October 5, 2022 K Cl 4 Attachments: Agenda Report 09-07-2022 Operations Committee Minutes EDINGER PUMP STATION REPLACEMENT, PROJECT NO. 11-33 2022-2222 RECOMMENDATION: Approve a Purchase, Sale and Replacement of Easement Agreement between the Orange County Sanitation District and the Orange County Flood Control District for the Construction of Edinger Pump Station Replacement, Project No. 11-33, for an amount not to exceed $47,907. Originator: Kathy Millea Attachments: Agenda Report Draft Purchase, Sale & Replacement of Easement Agmt 11-33 Edinger Pump Station PURCHASE AND DELIVERY OF EMERGENCY LOX BACKUP SYSTEM 2022-2493 AT PLANT NO. 2 RECOMMENDATION: Recommend to the Board of Directors to: A. Approve a Purchase Order Contract to Cryo-Lease for the purchase and delivery of Emergency LOX Backup System, Specification No. E-2022-1348BD, for a total amount not to exceed $358,000, plus applicable sales tax; and B. Approve a contingency of $35,800 (10%). Originator: Riaz Moinuddin Attachments: Agenda Report PLANT NO. 1 AIR COMPRESSOR AND VACUUM PUMP REPLACEMENT RECOMMENDATION: 2022-2530 Approve a Sole Source Purchase Order to Quincy Compressor for air compressor and vacuum pump system replacement for the Plant No. 1 Laboratory Building, for a total amount not to exceed $106,750, plus applicable sales tax and freight. Originator: Attachments: Riaz Moinuddin Agenda Report Page 2 of 5 OPERATIONS COMMITTEE Regular Meeting Agenda Wednesday, October 5, 2022 5. SERVICE AGREEMENT FOR CENTRAL GENERATION CONTINUOUS 2022-2539 EMISSIONS MONITORING SYSTEMS RECOMMENDATION: Recommend to the Board of Directors to: A. Approve a Sole Source General Services Contract with CEMTEK Environmental for Central Generation Automation/Continuous Emissions Monitoring Systems (CEMS) Maintenance Services (Specification No. CEMS22-27) at both Central Generation facilities for a five-year period beginning November 23, 2022 through November 22, 2027, for a total amount not to exceed $667,500; and B. Approve a contingency of $66,750 (10%). Originator: Riaz Moinuddin Attachments: Agenda Report CEMS22-27 General Services Contract - Draft 6. IMPELLER PUMPS FOR GRIT HANDLING AT PLANT NO. 2 2022-2465 HEADWORKS RECOMMENDATION: A. Approve a Sole Source Purchase Order to Flo -Systems, Inc. for the procurement of two Trillium Pumps USA Inc., WEMCO Impeller Pumps for Plant No. 2 Headworks for a total amount not to exceed $128,265, plus applicable sales tax and shipping; and B. Approve a contingency of $12,826 (10%). Originator: Riaz Moinuddin Attachments: Agenda Report NON -CONSENT: 7. EDINGER PUMP STATION REPLACEMENT, PROJECT NO. 11-33 2022-2328 RECOMMENDATION: Recommend to the Board of Directors to: A. Approve a Professional Design Services Agreement with Arcadis U.S., Inc. to provide engineering services for Edinger Pump Station Replacement, Project No. 11-33, for an amount not to exceed $3,125,590; and B. Approve a contingency of $312,560 (10%). Originator: Kathy Millea Page 3 of 5 OPERATIONS COMMITTEE Regular Meeting Agenda Wednesday, October 5, 2022 Attachments: Agenda Report 11-33 Professional Design Services Agreement Presentation - Edinger Pump Station Replacement 8. GREENVILLE TRUNK IMPROVEMENTS, PROJECT NO. 1-24 2022-2332 RECOMMENDATION: Recommend to the Board of Directors to: A. Approve a Professional Design Services Agreement with Brown and Caldwell to provide engineering services for Greenville Trunk Improvements, Project No. 1-24, for an amount not to exceed $4,730,000-1 and B. Approve a contingency of $473,000 (10%). Originator: Kathy Millea Attachments: Agenda Report 1-24 PDSA Agreement & Attachment A Scope of Work Presentation - Greenville Trunk Improvements INFORMATION ITEMS: 9. HUMAN RESOURCES: RISK MANAGEMENT RECOMMENDATION: Information Item. Originator: Celia Chandler Attachments: Agenda Report 10. HEADQUARTERS COMPLEX AT PLANT NO. 1, PROJECT NO. P1-128A - QUARTERLY UPDATE RECOMMENDATION: Information Item. Originator: Kathy Millea Attachments: Agenda Report Presentation - Headquarters Update DEPARTMENT HEAD REPORTS: CLOSED SESSION: None. 2022-2196 2022-2543 Page 4 of 5 OPERATIONS COMMITTEE Regular Meeting Agenda Wednesday, October 5, 2022 OTHER BUSINESS AND COMMUNICATIONS OR SUPPLEMENTAL AGENDA ITEMS, IF ANY: BOARD OF DIRECTORS INITIATED ITEMS FOR A FUTURE MEETING: At this time Directors may request staff to place an item on a future agenda. ADJOURNMENT: Adjourn the Committee meeting until the Regular Meeting of the Operations Committee on November 2, 2022 at 5:00 p.m. Page 5 of 5 "� SAN ORANGE COUNTY SANITATION DISTRICT File #: 2022-2545 OPERATIONS COMMITTEE Agenda Report Agenda Date: 10/5/2022 FROM: James D. Herberg, General Manager Originator: Kelly A. Lore, Clerk of the Board SUBJECT: APPROVAL OF MINUTES GENERAL MANAGER'S RECOMMENDATION RECOMMENDATION: Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714)593-7433 Agenda Item No: 1. Approve Minutes of the Regular Meeting of the Operations Committee held September 7, 2022. BACKGROUND In accordance with the Board of Directors Rules of Procedure, an accurate record of each meeting will be provided to the Directors for subsequent approval at the following meeting. 1:74AA%1'11&3IF_1z117_1:711� :Z .71t 7Me , R.1<iZOy_1,0i849iZ1 ATTACHMENT The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package: • Minutes of the Operations Committee meeting held September 7, 2022 Orange County Sanitation District Page 1 of 1 Printed on 9/27/2022 powered by LegistarTIM Orange County Sanitation District Wednesday, September 7, 2022 Minutes for the 5:00 PM OPERATIONS COMMITTEE Board Room OC6SAN Administration Building ORANGE COUNTY SANITATION DISTRICT 10844 Ellis Avenue Fountain Valley, CA 92708 (714) 593-7433 CALL TO ORDER A regular meeting of the Operations Committee of the Orange County Sanitation District was called to order by Committee Chair Brooke Jones on Wednesday, September 7, 2022 at 5.00 p.m. in the Administration Building of the Orange County Sanitation District. Chair Jones stated that the meeting was being held telephonically and via Internet accessibility in accordance with new provisions in California Government Code Section 54953 and Resolution No. OC SAN 22-24, due to the continued State of Emergency Order. Chair Jones announced the teleconference meeting guidelines and led the flag salute. ROLL CALL AND DECLARATION OF QUORUM: Roll call was taken and a quorum was declared present, as follows: PRESENT: Brooke Jones, Ryan Gallagher, Marshall Goodman, Stephen Faessel, Johnathan Ryan Hernandez, Steve Jones, Sandra Massa-Lavitt, Paulo Morales, Kim Nichols, Robert Ooten, Donald Wagner and Chad Zimmerman ABSENT: Jesus Silva and Chad Wanke STAFF PRESENT: Kelly Lore, Clerk of the Board, and Mortimer Caparas were present in the Board Room. Jim Herberg, General Manager; Rob Thompson, Assistant General Manager; Lorenzo Tyner, Assistant General Manager; Celia Chandler, Director of Human Resources; Kathy Millea, Director of Engineering; Riaz Moinuddin, Director of Operations and Maintenance; Lan Wiborg, Director of Environmental Services; Jennifer Cabral; Tanya Chong; Brian Engeln; Justin Fenton; Tina Knapp; Tom Meregillano; Valerie Ratto; Wally Ritchie; Kevin Schuler; Thomas Vu; and Ruth Zintzun were in attendance telephonically. OTHERS PRESENT: Brad Hogin, General Counsel; James H. Clark; and Cuc Kim were in attendance telephonically. PUBLIC COMMENTS: None. REPORTS: Chair Jones announced that Yorba Linda Water District hired Mark Toy as their new General Manager. General Manager Jim Herberg did not provide a report. Page 1 of 8 OPERATIONS COMMITTEE Minutes September 7, 2022 CONSENT CALENDAR: 1. APPROVAL OF MINUTES 2. 3. Originator: Kelly Lore MOVED, SECONDED, AND DULY CARRIED TO: 2022-2496 Approve Minutes of the Regular Meeting of the Operations Committee held July 6, 2022. AYES: Brooke Jones, Ryan Gallagher, Marshall Goodman, Stephen Faessel, Johnathan Ryan Hernandez, Steve Jones, Sandra Massa-Lavitt, Paulo Morales, Robert Ooten, Donald Wagner and Chad Zimmerman NOES: None ABSENT: Kim Nichols, Jesus Silva and Chad Wanke ABSTENTIONS: None EXTERIOR LIGHTING STUDY AT PLANT NO. 1 AND PLANT NO. 2 2022-2501 Originator: Kathy Millea MOVED, SECONDED, AND DULY CARRIED TO: A. Approve a Professional Services Agreement with IDS Group, Inc. to provide engineering services for Exterior Lighting Study at Plant Nos. 1 and 2, Project No. PS21-01, for an amount not to exceed $151,660; and B. Approve a contingency of $15,166 (10%). AYES: Brooke Jones, Ryan Gallagher, Marshall Goodman, Stephen Faessel, Johnathan Ryan Hernandez, Steve Jones, Sandra Massa-Lavitt, Paulo Morales, Robert Ooten, Donald Wagner and Chad Zimmerman NOES: None ABSENT: Kim Nichols, Jesus Silva and Chad Wanke ABSTENTIONS: None WASTEHAULER STATION SAFETY AND SECURITY IMPROVEMENTS, PROJECT NO. FE20-01 Originator: Kathy Millea MOVED, SECONDED, AND DULY CARRIED TO Directors to: 2022-2329 Recommend to the Board of Page 2 of 8 OPERATIONS COMMITTEE Minutes September 7, 2022 A. Receive and file Bid Tabulation and Recommendation for Wastehauler Station Safety and Security Improvements, Project No. FE20-01; B. Award a Construction Contract to LEED Electric, Inc. for Wastehauler Station Safety and Security Improvements, Project No. FE20-01, for a total amount not to exceed $1,689,788-1 and C. Approve a contingency of $168,980 (10%). AYES: Brooke Jones, Ryan Gallagher, Marshall Goodman, Stephen Faessel, Johnathan Ryan Hernandez, Steve Jones, Sandra Massa-Lavitt, Paulo Morales, Robert Ooten, Donald Wagner and Chad Zimmerman NOES: None ABSENT: Kim Nichols, Jesus Silva and Chad Wanke ABSTENTIONS: None 4. ENGINEERING PROGRAM CONTRACT PERFORMANCE REPORT 2022-2472 Originator: Kathy Millea MOVED, SECONDED, AND DULY CARRIED TO: Recommend to the Board of Directors to: Receive and file the Engineering Program Contract Performance Report for the period ending June 30, 2022. AYES: Brooke Jones, Ryan Gallagher, Marshall Goodman, Stephen Faessel, Johnathan Ryan Hernandez, Steve Jones, Sandra Massa-Lavitt, Paulo Morales, Robert Ooten, Donald Wagner and Chad Zimmerman NOES: None ABSENT: Kim Nichols, Jesus Silva and Chad Wanke ABSTENTIONS: None 5. ANIONIC POLYMER SPECIFICATION NO. C-2021-1252BD 2022-2462 CONTINGENCY INCREASE Originator: Riaz Moinuddin MOVED, SECONDED, AND DULY CARRIED TO: Recommend to the Board of Directors to: Page 3 of 8 OPERATIONS COMMITTEE Minutes September 7, 2022 91 7. A. Approve a unit price contingency increase of 5% for a total annual contingency amount of 15% to the Anionic Polymer Specification No. C-2021-1253BD contract with Polydyne, Inc. for the term of November 1, 2022 through October 31, 2023; and B. Approve a unit price contingency increase of 5% for the remaining three, one-year renewal periods; for a total annual contingency amount of 15%. AYES: Brooke Jones, Ryan Gallagher, Marshall Goodman, Stephen Faessel, Johnathan Ryan Hernandez, Steve Jones, Sandra Massa-Lavitt, Paulo Morales, Robert Ooten, Donald Wagner and Chad Zimmerman NOES: None ABSENT: Kim Nichols, Jesus Silva and Chad Wanke ABSTENTIONS: None COLLECTION SYSTEM CONDITION MONITORING SERVICE 2022-2468 Originator: Riaz Moinuddin MOVED, SECONDED, AND DULY CARRIED TO: Recommend to the Board of Directors to: Approve a contingency increase of $17,777 (10%) to an existing five-year Service and Monitoring Purchase Order Agreement (107432-OB) of $177,778 with Hadronex, Inc. dba SmartCover Systems for field device communication and monitoring services, for a new total contingency of $35,554 (20%). AYES: Brooke Jones, Ryan Gallagher, Marshall Goodman, Stephen Faessel, Johnathan Ryan Hernandez, Steve Jones, Sandra Massa-Lavitt, Paulo Morales, Robert Ooten, Donald Wagner and Chad Zimmerman NOES: None ABSENT: Kim Nichols, Jesus Silva and Chad Wanke ABSTENTIONS: None PLANT NO. 1 ACTIVATED SLUDGE AERATION DIFFUSER 2022-2469 MEMBRANE REPLACEMENT REPAIR Originator: Riaz Moinuddin MOVED, SECONDED, AND DULY CARRIED TO: Page 4 of 8 OPERATIONS COMMITTEE Minutes September 7, 2022 91 a A. Approve a Purchase Order Contract to SS Mechanical Construction Corp. to provide Aeration Basin Disc Replacement, Specification No. S-2022-1334, for a total amount not to exceed $171,930 for the period beginning October 1, 2022, through September 30, 2023, with four (4) one-year renewal options; and B. Approve an annual contingency of $17,193 (10%). AYES: Brooke Jones, Ryan Gallagher, Marshall Goodman, Stephen Faessel, Johnathan Ryan Hernandez, Steve Jones, Sandra Massa-Lavitt, Paulo Morales, Robert Ooten, Donald Wagner and Chad Zimmerman NOES: None ABSENT: Kim Nichols, Jesus Silva and Chad Wanke ABSTENTIONS: None QUARTERLY ODOR COMPLAINT REPORT 2022-2452 Originator: Riaz Moinuddin MOVED, SECONDED, AND DULY CARRIED TO: Receive and file the Fiscal Year 2021-22 Fourth Quarter Odor Complaint Report. AYES: Brooke Jones, Ryan Gallagher, Marshall Goodman, Stephen Faessel, Johnathan Ryan Hernandez, Steve Jones, Sandra Massa-Lavitt, Paulo Morales, Robert Ooten, Donald Wagner and Chad Zimmerman NOES: None ABSENT: Kim Nichols, Jesus Silva and Chad Wanke ABSTENTIONS: None FLEET VEHICLE REPLACEMENT PURCHASE Originator: Riaz Moinuddin MOVED, SECONDED, AND DULY CARRIED TO Directors to: 2022-2481 Recommend to the Board of Page 5 of 8 OPERATIONS COMMITTEE Minutes September 7, 2022 A. Approve the purchase of replacement vehicles for OC San's fleet as originally approved in the adopted fiscal year 2022/23 budget in the amounts of: • Three light -duty trucks - $133,500 • One step van - $136,900 • Two medium -duty utility trucks - $225,000 B. Approve the re -purchase of the remaining replacement vehicles for OC San's fleet as originally approved in the adopted fiscal year 2021/22 budget in the remaining amounts of: • One medium -duty truck - $67,500 • One heavy-duty truck - $260,000 • Ten Hybrid SUVs (AWD) - $357,400 • Four light -duty trucks - $150,000 C. Delegate to the General Manager and Purchasing Manager the authority to purchase the above listed replacement vehicles, through cooperative contracts, at the not to exceed prices listed above, during the fiscal year. AYES: Brooke Jones, Ryan Gallagher, Marshall Goodman, Stephen Faessel, Johnathan Ryan Hernandez, Steve Jones, Sandra Massa-Lavitt, Paulo Morales, Robert Ooten, Donald Wagner and Chad Zimmerman NOES: None ABSENT: Kim Nichols, Jesus Silva and Chad Wanke ABSTENTIONS: None NON -CONSENT: None. INFORMATION ITEMS: 10. OC SAN REGULATORY COMPLIANCE UPDATE 2022-2194 Originator: Lan Wiborg Environmental Supervisor Tom Meregillano provided a presentation regarding the Environmental Compliance Program which included an overview of the Environmental Services Department, environmental compliance and reporting governance, an overview of the compliance area, NPDES permit - discharge monitoring reporting and water quality monitoring, air quality - compliance reporting and monitoring, stormwater and sanitary sewer overflow reporting, future concerns and collaborations, and reviewed noncompliance risks and liabilities. Information Item. Page 6 of 8 OPERATIONS COMMITTEE Minutes September 7, 2022 Director Kim Nichols arrived at the meeting at approximately 5.20 p.m. 11. SUPERCRITICAL WATER OXIDATION RESEARCH PROJECT 2022-2483 Originator: Rob Thompson Assistant General Manager Rob Thompson provided a PowerPoint presentation regarding the supercritical water oxidation research project that included an overview of chemicals in solids, OC San sludge test results, possible project partners, Federal funding opportunities, and the project budget and schedule. Mr. Thompson responded to questions regarding cost escalation due to the site location of the project. ITEM RECEIVED AS AN: Information item. DEPARTMENT HEAD REPORTS: Director of Engineering Kathy Millea introduced recently promoted Engineering Manager Justin Fenton. Mr. Thompson provided a brief explanation of OC San's efforts to meet the current power crisis in California due to the last week of excessive high temperatures and the strain it placed on the state's electricity grid. CLOSED SESSION: None. OTHER BUSINESS AND COMMUNICATIONS OR SUPPLEMENTAL AGENDA ITEMS, IF ANY: None. BOARD OF DIRECTORS INITIATED ITEMS FOR A FUTURE MEETING: None. ADJOURNMENT: Chair Jones declared the meeting adjourned at 5:53 p.m. to the next Regular Operations Committee meeting to be held on Wednesday, October 5, 2022 at 5:00 p.m. Page 7 of 8 OPERATIONS COMMITTEE Minutes September 7, 2022 Submitted by: Kelly A. Lore, MMC Clerk of the Board Page 8 of 8 "� SAN ORANGE COUNTY SANITATION DISTRICT File #: 2022-2222 OPERATIONS COMMITTEE Agenda Report Agenda Date: 10/5/2022 FROM: James D. Herberg, General Manager Originator: Kathy Millea, Director of Engineering SUBJECT: EDINGER PUMP STATION REPLACEMENT, PROJECT NO. 11-33 GENERAL MANAGER'S RECOMMENDATION RECOMMENDATION: Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714)593-7433 Agenda Item No: 2. Approve a Purchase, Sale and Replacement of Easement Agreement between the Orange County Sanitation District and the Orange County Flood Control District for the Construction of Edinger Pump Station Replacement, Project No. 11-33, for an amount not to exceed $47,907. BACKGROUND Orange County Sanitation District's (OC San) Edinger Pump Station is an underground facility located within public right of way under Edinger Avenue in the City of Huntington Beach. The pump station was constructed in 1965 and must handle an estimated four million gallons per day during peak wet weather conditions. Edinger Pump Station Rehabilitation Study, Project No. PS15-02, concluded that the pump station should be replaced in a new location rather than rehabilitated in place due to the condition of the pump station, electrical and safety code deficiencies, and the difficulty of maintaining the existing pump station. Edinger Pump Station Replacement, Project No. 11-33, has been planned and budgeted as part of OC San's 20-year Capital Improvement Program to replace the pump station. RELEVANT STANDARDS • Maintain collaborative and cooperative relationships with regulators, stakeholders, and neighboring communities • Ensure the public's money is wisely spent PROBLEM Edinger Pump Station is near the end of its useful life, does not meet current codes and safety standards, and the existing pumping capacity is not able to meet anticipated future peak wet weather flows. The existing pump station and associated electrical equipment are located underneath Edinger Avenue near the intersection of Graham Street. The current access to the pump station is through a hatch in the sidewalk. Regular maintenance of the pump station requires the closure of the Orange County Sanitation District Page 1 of 3 Printed on 9/27/2022 powered by LegistarTIM File #: 2022-2222 Agenda Date: 10/5/2022 Agenda Item No: 2. sidewalk which impacts pedestrian and bike movement; and monthly wet well cleaning requires the closure of a vehicular travel lane, shoulder, and sidewalk. Current electrical codes no longer allow the electrical equipment needed for this pump station to be installed underground, and the current location does not have space nearby to bring the electrical equipment above ground. The pump station needs to be relocated to a location that will allow an above ground building. PROPOSED SOLUTION Approve an agreement with the Orange County Flood Control District for a permanent easement that will allow for the pump station to be built to meet current electrical codes. The terms of the agreement must allow OC San to construct, operate, and maintain the pump station at this new location. The cost of this agreement has been substantiated by appraisals by both OC San and the County, including a credit for OC San relinquishing its existing easement in Edinger Avenue for the existing pump station. TIMING CONCERNS Approving the agreement concurrent with the approval of the Professional Design Services Agreement for the same project will allow the design of the new pump station to move forward with a confirmed location. RAMIFICATIONS OF NOT TAKING ACTION Without the agreement, a new pump station location would have to be obtained. A different site would be less desirable and much more expensive. PRIOR COMMITTEE/BOARD ACTIONS N/A ADDITIONAL INFORMATION The total cost for this easement is $47,907, which includes a Net Purchase price of $32,907 and an Administration Transaction fee of $15,000. CEQA The Project is included in the Facilities Master Plan 2020 Program Environmental Impact Report (PEIR), State Clearinghouse Number 2019070998. 1;11►/_1►[a/_1wde7►R11IQ4:?-AI R]►&i This request complies with authority levels of OC San's Purchasing Ordinance. This item has been budgeted (Adopted Budget, Fiscal Years 2022-2023 and 2023-2024, Section 8, Page 14, Edinger Orange County Sanitation District Page 2 of 3 Printed on 9/27/2022 powered by LegistarTM File #: 2022-2222 Agenda Date: 10/5/2022 Agenda Item No: 2. Pump Station Replacement, Project No. 11-33) and the budget is sufficient for the recommended action. ATTACHMENT The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package: • Purchase, Sale and Replacement of Easement Agreement with Orange County Flood Control District HK: jw Orange County Sanitation District Page 3 of 3 Printed on 9/27/2022 powered by LegistarT" PURCHASE, SALE AND REPLACEMENT OF EASEMENT AGREEMENT This Purchase, Sale and Replacement of Easement Agreement ("Agreement") is made and entered into this day of , 2022 ("Effective Date") by and between the: ORANGE COUNTY FLOOD CONTROL DISTRICT, a public body corporate and politic (hereinafter referred to as "District"), AND ORANGE COUNTY SANITATION DISTRICT, a public body (hereinafter referred to as "Buyer"). District and Buyer are sometimes individually referenced to herein as "Party" and collectively as "Parties." RECITALS A. District owns those certain flood control properties located in the City of Huntington Beach, California in the vicinity of the intersection of Edinger Avenue and Graham Street which serve flood control channels commonly known as Sunset Channel (District Facility No. C07) and Westminster Channel (District Facility No. C04), as depicted on the location map attached hereto as Attachment A and by this reference made a part hereof, hereinafter referred to respectively as "Sunset Channel" and "Westminster Channel." B. Buyer has existing facilities known as Edinger Avenue Gravity Sewer and Pump Station located on a portion of District's Westminster Channel (the "Old Pump Station"), which was installed pursuant to permit 1965-07665 issued by District on May 18, 1965. C. Buyer desires to rehabilitate its wastewater collection and treatment system in accordance with Buyer's Facilities Master Plan contemplated in its adopted final programmatic environmental impact report dated February 24, 2021, State Clearinghouse No. 2019070998 (collectively, the "Rehabilitation Project"). D. In connection with the Rehabilitation Project, Buyer desires to acquire a permanent easement ("Easement") over a portion of District's Sunset Channel to operate, repair and maintain new pump station facilities (collectively, the "New Pump Station"), and to replace the Old Pump Station. The form of deed for the Easement is attached hereto as Attachment B ("Easement Deed"), and by this reference made a part hereof. The New Pump Station shall be installed pursuant to plans approved by Orange County Public Works ("OCPW") and its plan check and encroachment permit process (collectively, the "Encroachment Permit Process"). -1- Purchase Agreement between OCFCD and OCSD kul- Vy. 11.LL) LEGAL02/41373336v8 E. In connection with the Rehabilitation Project, Buyer also desires to acquire a non-exclusive temporary construction easement ("TCE") to provide Buyer with adequate temporary access to, and adequate property for, constructing the New Pump Station and the Additional Work Items, as defined below, and to access the construction area for the New Pump Station and the Additional Work Items, as described in Exhibit A and depicted in Exhibit B of the Temporary Easement Deed, attached hereto as Attachment C (the "Temporary Easement Deed") and by this reference made a part hereof. Buyer shall also provide District a fully executed Quitclaim for the TCE ("TCE Quitclaim") attached hereto as Exhibit D, which District Shall record at the expiration of the TCE period. F. Once the New Pump Station is complete and fully operational, Buyer agrees to demolish and remove the Old Pump Station improvements in accordance with plans approved via OCPW's Encroachment Permit Process and transfer its interest therein to District by means of a quitclaim deed substantially in the form provided as Attachment E, attached hereto (the "Quitclaim Deed") and by this reference made a part hereof.; G. Concurrently with the construction of the New Pump Station, Buyer agrees to construct, at its sole expense, two (2) gates, two (2) driveways, an access ramp and a turnaround area as part of the Rehabilitation Project, in accordance with the plans approved via the Encroachment Permit Process (collectively, the "Additional Work Items") in the approximate locations shown on Attachment F attached hereto and by this reference made a part hereof, to facilitate access to Sunset Channel and the New Pump Station for District's and Buyer's use. H. District is willing to sell the Easement and TCE (collectively the "Property Rights") to Buyer in order for Buyer to construct, operate and maintain its New Pump Station subject to all those existing easements of record and a reservation of District rights pursuant to the California uncodified Water Code, Act 5682, section 2, also referred to as Water Code App. sections 36-1 et seq. and access easements to the County of Orange ("County"), which are known and in the District's possession, and the terms and conditions as set forth in the Encroachment Permit(s) for the Rehabilitation Project and this Agreement. AGREEMENT NOW, THEREFORE, in consideration of the mutual promises set forth herein, the Parties hereto agree as follows: INCORPORATION OF RECITALS. The above Recitals are incorporated herein by this reference. 2. CONVEYANCE DOCUMENTS, PURCHASE PRICE AND DEPOSIT. 2.1 Conveyance Documents. a. Within five (5) days after the Effective Date of this Agreement, Buyer shall provide District with the Buyer -executed Easement Deed, TCE, Quitclaim -2- Purchase Agreement between OCFCD and OCSD kul- V y. LL .LL) LEGAL02/41373336v8 Deed and the TCE Quitclaim, substantially in the form attached hereto as Attachments B, C, D and E. b. As soon as possible after the receipt of the items listed in subsection (a) immediately above, District shall provide Buyer a fully executed copy of the District -executed TCE, substantially in the form attached hereto as Attachment C and acceptance and acknowledgment of the TCE Quitclaim substantially in the form attached hereto as Attachment D. C. Within five (5) business days of closure of all related OCPW encroachment permit(s) associated with Buyer's completion of the New Pump Station and removal of the Old Pump Station, District shall furnish to Buyer conformed copies of the recorded Easement Deed and the recorded Quitclaim Deed, each substantially in the form attached hereto as Attachments B and E, with recordation of the Easement Deed occurring prior to the Quitclaim Deed. d. After expiration TCE term, District will record the TCE Quitclaim substantially in the form attached hereto as Attachment D C. The Buyer shall not allow any liens to be placed on the Property Rights or the underlying Easement area or TCE area. Upon the written request from the District, Buyer shall furnish to District post -construction as-builts and documentation that any improvements constructed by the buyer are free and clear from any Stop Notices and Mechanic's Liens. 2.2 Purchase Price. Buyer agrees to pay District the net sum of Thirty Two Thousand Nine Hundred and Seven Dollars ($32,907) (the "Net Purchase Price") which is the value of the Easement and TCE with a credit for the value of the Old Pump Station permit and the Additional Work Items to be constructed by Buyer, as calculated below: New Pump Station Easement appraised value +$52,000 TCE appraised value +$ 2,000 Less value of the Old Pump Station permit to be quitclaimed -$ 1,000 Less value of the Additional Work Items-$20,093 = Net Purchase Price $32,907 2.3 Payment of Purchase Price and Deposit. Within fourteen (14) days after the full execution of this Agreement and the execution and delivery of the TCE in accordance with Section 2.1 above, Buyer shall provide District with a check made payable to "Orange County Flood Control District" for the sum of the Net Purchase Price plus an administrative transaction deposit of $15,000.00 (the "Deposit" and together with the Net Purchase Price, the "Purchase Price"). -3- Purchase Agreement between OCFCD and OCSD kul- UY. 11.LL) LEGAL02/41373336v8 The Deposit is a non-refundable transaction charge and shall not be credited to the Net Purchase Price. The Net Purchase Price shall be refundable pursuant to Section 12 below. 3. ENCROACHMENT PERMIT PROCESS. District and Buyer each acknowledge and agree that the design, specifications, dimensions, location, and plans for the New Pump Station and the Additional Work Items and the demolition and removal of the Old Pump Station shall be determined, agreed upon and finalized through the Encroachment Permit Process. As such, District and Buyer each further acknowledge and agree that the specifications, descriptions and/or depictions of the New Pump Station, the Easement, the TCE, and the Additional Work Items may change following the execution of this Agreement and in such event, the Parties agree to work together in good faith to amend this Agreement and/or the Conveyance Documents so that they are consistent with and allow the Parties to perform those activities contemplated by the Encroachment Permit Process. The Encroachment Permit Process is independent of this Agreement and any costs, charges and fees incurred in connection with the Encroachment Permit Process including, without limitation, any plan check costs, charges and fees shall be payable as between the Parties in accordance with the payment and reimbursement processes customarily used in connection with an application for plan check and encroachment permit from OCPW. 4. ADDITIONAL WORK ITEMS. Buyer, at Buyer's sole expense, agrees to improve, install and construct, pursuant to plans approved via the Encroachment Permit Process (the "Approved Plans"), the Additional Work Items in the approximate locations shown on Attachment F attached hereto and by this reference made a part hereof, for use by Buyer and District, and for use by others, as District deems appropriate. Following Buyer's completion of the Additional Work Items in accordance with the Approved Plans and related Encroachment Permit, District shall own and be responsible, at District's sole expense, for the maintenance, repair, replacement and operation of the Additional Work Items. 5. RELEASE, EFFECTIVENESS, AND RECORDATION OF CONVEYANCE DOCUMENTS. 5.1 Following the Encroachment Permit Process and upon the close out all encroachment permit(s) necessary for the Rehabilitation Project, District shall record the Easement Deed in the Official Records of Orange County, California ("Official Records"), and shall provide Buyer with conformed copy of the recorded Easement promptly following its recordation. 5.2 The Temporary Easement shall be in effect commencing upon the date that Grantee provides written notice to the Director of Orange County Public Works, or his/her designee ("OCPW Director"), of commencement of construction of the New Pump Station, and continue until Close out of all Encroachment Permits for the Rehabilitation Project, and District shall thereafter cause the TCE Quitclaim to be recorded in the Official Records as part of close out of the related Encroachment Permit and shall provide Buyer with a conformed copy of the recorded TCE Quitclaim promptly following its recordation. 5.3 After the New Pump Station is complete and fully operational, Buyer shall demolish and remove the Old Pump Station in accordance with Approved Plans and the related Encroachment Permit. Upon Buyer's completion of the demolition and removal of the Old Pump 13 Purchase Agreement between OCFCD and OCSD k%_L V7. 11.LL) LEGAL02/41373336v8 Station through the Encroachment Permit Process, Buyer shall promptly notify District of such completion and District shall thereafter cause the Quitclaim Deed to be recorded in the Official Records as part of close out of the related Encroachment Permit and shall provide Buyer with a conformed copy of the recorded Quitclaim promptly following its recordation. 5.4 Buyer shall not allow any liens to attach to the Property Rights or the underlying Easement area or TCE area directly by reason of Buyer's rights under the Easement Deed or Temporary Easement Deed. Buyer shall furnish to District post -construction as -built architectural drawings and final lien waivers. 6. AS IS. Buyer is purchasing the Property Rights and will receive access to and use of the TCE and Easement area in their existing condition, "AS -IS, WHERE -IS, WITH ALL FAULTS," subject to all existing easements, encumbrances, and physical characteristics and upon the recordation of the Easement Deed has made or has waived all inspections and investigations of the Property and its vicinity which Buyer believes are necessary to protect its own interest in, and Buyer's contemplated use of, the Property. Buyer acknowledges neither District nor any County employees, agents or representative have made any representations, warranties or agreements to or with Buyer on behalf of District as to any matters concerning the Property, access, present use thereof, the availability of utilities and/or the cost of utilities or the suitability of Buyer's intended use of the Property. Buyer's Initials 7. ACCESS EASEMENTS. Buyer is aware and consents to make accommodations for any recorded or unrecorded easements or use agreements affecting the Property and agrees to the District exercising its reserved surface, subsurface and aerial rights in, on and over the Property, including the right to grant future non-exclusive access easements in, on, and over the surface of the Property or portions thereof, to the extent that is does not interfere with Buyer's rights set forth in this Agreement, the Easement Deed and the Temporary Easement Deed. Additionally, Buyer at Buyer's expense agrees to install, pursuant to plans approved via the OCPW encroachment permit process, Additional Work Items in the approximate location shown on Attachment E attached hereto and by this reference made a part hereof, for use by Buyer, District and others, as District deems appropriate. 8. BUYER COSTS. Except as may otherwise be provided in this Agreement or the Conveyance Documents, Buyer shall pay all costs in connection with the purchase and sale of the Easement and the TCE, the Quitclaim Deed, and the construction, demolition and removal activities described herein. Such costs may include, but shall not be limited to, the Purchase Price, title insurance, documentary transfer tax, possessory interest tax bills received by Buyer, recording -5- Purchase Agreement between OCFCD and OCSD kul- Vy. 11.LL) LEGAL02/41373336v8 fees, if any, preliminary change of ownership fees, if any, and permits and licenses as set forth below. Buyer shall also promptly, at its sole cost and expense, repair or replace to the condition existing immediately prior to damage or destruction, any District or County facilities, equipment or improvements located on the Property that are damaged or destroyed by Buyer directed, conducted or sponsored activities under this Agreement, except to the extent caused by willful misconduct or negligence of District and/or County, their elected and appointed official, officers, agents, employees, contractors and/or subcontractors. If Buyer fails to perform any such repair or restoration within thirty (30) days following written notice to the Buyer, or as such repair or restoration period may be extended in writing by District, District may make the necessary repair or restoration and the reasonable costs thereof, including but not limited to the cost of labor, materials, and equipment and a fifteen percent (15%) administration fee of such costs, shall be paid by Buyer within thirty (30) days of Buyer's receipt of an invoice from District accompanied by written evidence of the costs proposed to be paid by Buyer. A Party's election to self -perform corrective work under this provision shall not bar that Party from availing itself of other remedies available under law, equity or contract, including other remedies made available by this Agreement. 9. PERMITS AND LICENSES. Buyer shall be required, at Buyer's sole cost and expense, to obtain and always maintain compliance with any and all governmental and/or regulatory approvals, clearances, permits and/or licenses which may be required in connection with the purchase of the Easement and the TCE, the construction, maintenance and/or operation of the New Pump Station, the demolition and removal of the Old Pump Station, and/or the construction of the Additional Work Items (the "Permits"). No approvals or consents given by District as a Party to this Agreement, shall be deemed approval as to compliance or conformance with applicable governmental codes, laws, rules or regulations. Buyer agrees to consult with District representatives throughout the application process to obtain any and all Permits and District, in its capacity as owner of the underlying property subject to the Easement and TCE, agrees to cooperate with Buyer as necessary to obtain any and all such Permits. If any of the Permits contain conditions that obligate District or County after construction of the New Pump Station or demolition and removal of the Old Pump Station is completed, Buyer shall obtain prior written approval from the OCPW Director, or a designee thereof, prior to agreeing to such conditions. If any governmental or regulatory authority is requiring for issuance of any Permit a condition that is not acceptable to the OCPW Director and Buyer cannot, after reasonable efforts, resolve it with the authority and/or the OCPW Director, Buyer may terminate this Agreement in accordance with Section 12, below. In the event that there exists a conflict between any term, condition, or provision contained within this Agreement, and in any term, condition, or provision contained within the Encroachment Permit, the term, condition, or provision contained within Encroachment Permit shall control or prevail. 10. ASSIGNMENT. Neither Party may assign this Agreement or its rights and obligations hereunder without the prior written consent of the other Party. 0 Purchase Agreement between OCFCD and OCSD k%-L V7. 11.LL) LEGAL02/41373336v8 11. TIME OF THE ESSENCE. Time is of the essence with respect to each of the terms, covenants, and conditions of this Agreement. 12. TERMINATION. This Agreement shall commence on the Effective Date and be in effect until the recordation of the Easement Deed and Quitclaim Deed in accordance with the terms herein; provided that if Buyer fails to construct the New Pump Station and remove the Old Pump Station within the fifteen (15) year period commencing on the Effective Date, then the Parties shall deem the Buyer's failure to do so a termination for convenience by the Buyer unless agreed otherwise by the Parties in writing. If the Agreement is terminated for convenience by Buyer, or terminated by District for cause, prior to recordation of the Easement and Quitclaim Deed or deemed terminated for convenience by Buyer pursuant to the above paragraph, then Buyer shall not receive a refund of the Net Purchase Price, all rights and responsibilities of the Parties hereunder shall cease, the transaction contemplated by this Agreement shall be in all respects terminated without any liability from one Party to the other, and in the event that Buyer has altered the TCE or Easement area, Buyer shall, at its cost, restore the TCE area and Easement area to their condition existing immediately prior to such alteration to the reasonable satisfaction of the Director. In the event Buyer fails to perform its obligation to restore the TCE or Easement Area as provided under this section, in addition to any other rights or remedies available to DISTRICT, the Director, at the Director's option after thirty (30) days' written notice to Buyer may cause the removal of Buyer's facilities from the Easement Area and the restoration of the TCE and Easement Area, and the cost thereof, including but not limited to the cost of labor, materials, and equipment, and a fifteen percent (15%) administration fee of such costs, shall be paid by Buyer within thirty (30) days following a receipt of a statement of said costs from Director." 13. NOTICES. All notices, documents, correspondence, and communications concerning this Agreement shall be directed as set forth below, or as the Parties may hereafter designate by giving five (5) days prior written notice. Any notice properly addressed shall be deemed received (i) on the date delivered personally from one to the other -Party or by messenger or courier thereof, (ii) three (3) Business Days after being mailed by the United States mailing, postage prepaid, or (iii) on the date of delivery by any nationally recognized overnight delivery/courier service which delivers to the noticed destination and provides proof of delivery to the sender. The term "Business Days" used herein means any days other than Saturday, Sunday, California state or national holidays or other days on which commercial banks in California are generally not open for business. If to District: OCFCD c/o CEO/Real Estate RE: Edinger Pump Station (Sunset Channel) P.O. Box 4048 Santa Ana, CA 92702-4048 If to Buyer: Orange County Sanitation District -7- Purchase Agreement between OCFCD and OCSD kul- UY. 11.LL) LEGAL02/41373336v8 10844 Ellis Avenue Fountain Valley, CA 92708 Attn: James D. Herberg 14. ENTIRE AGREEMENT, WAIVERS, AND AMENDMENTS. With the exception of the Old Pump Station Permit and the Project related encroachment permit(s) obtained through the Encroachment Permit Process, ; this Agreement -and its exhibits and attachments referenced herein incorporate all of the terms and conditions, or incidental hereto, and supersedes all negotiations and previous agreements between the Parties with respect to all or part of the subject matter hereof. All waivers of the provisions of this Agreement must be in writing and signed by the appropriate authorities of the Party to be charged. A waiver of a breach of the covenants, conditions, or obligations under this Agreement by either Party will not be constructed as a waiver of any succeeding breach or the same or other covenants, conditions, or obligations of this Agreement. Any amendment or modification to this Agreement must be in writing and executed by Buyer and District. 15. ATTORNEY FEES. If any action, proceeding, or arbitration arising out of or relating to this Agreement is commenced by either Party to this Agreement, each Party shall bear its own costs including all attorneys' fees, costs, and expenses incurred in the action, proceeding, or arbitration. 16. BINDING EFFECT. This Agreement shall be binding on and inure to the benefit of the Parties to this Agreement and their heirs, personal representatives, successors, and assigns. 17. GOVERNING LAW AND JURISDICTION. This Agreement shall be construed in accordance with and be governed by the laws of the State of California, and each Party hereto consents to the jurisdiction of the courts of California, with venue in the County of Orange, California, for the purposes of any action to enforce or interpret this Agreement. 18. AUTHORITY TO SIGN. Each person signing this Agreement on behalf of each Party hereto represents and warrants to the other Party that the person signing this Agreement has all requisite power and authority to execute and deliver this Agreement for such Party and that this Agreement, when so executed and delivered, will be a binding obligation of, and enforceable against, such Parry in accordance with its terms. This Agreement may be executed by two or more counterparts, each of which shall be deemed an original, which together shall constitute a single Agreement. 19. CAPTIONS. The captions in this Agreement are for convenience of reference only and do not affect the meaning, interpretation or construction of this Agreement. 20. NO THIRD -PARTY BENEFICIARIES. This Agreement is entered into by and for District and Buyer, and nothing herein is intended to establish rights or interests in individuals or entities not a Party hereto. 21. BROKERAGE COMMISSION. Buyer and District acknowledge that no broker's commission, finder's fee or other compensation is payable with regard to the transaction covered by this Agreement. Each Parry shall defend and indemnify the other from any claims for In Purchase Agreement between OCFCD and OCSD k%_L V7. 11.LL) LEGAL02/41373336v8 commissions or fees arising from such Party's contacts with real estate brokers or agents or persons or such Party's misrepresentation of the provisions in this Section 20. 22. FORCE MAJEURE. Except for the payment of money, neither Party will be liable for any delays or other non-performance resulting from circumstances or causes beyond its reasonable control, including without limitation, fire or other casualty, act of God, strike or labor dispute, war or other violence, acts of third parties, or any law, order, or requirement of any governmental agency or authority. 23. ATTACHMENTS. This Agreement includes the following, which are attached hereto and made a part hereof: Attachment A - Location Map Attachment B — Form of Easement Deed Attachment C — Form of Temporary Easement Deed Attachment D — Form of TCE Quitclaim Attachment E — Form of Quitclaim Deed Attachment F — Location of Additional Work Items [Signatures on next page] In Purchase Agreement between OCFCD and OCSD kul- UY. 11.LL) LEGAL02/41373336v8 IN WITNESS WHEREOF, the District and Buyer have entered into this Agreement as of the day and year date first above written. Approved as to Form Office of the County Counsel Orange County, California IIn Deputy Date: Signed and certified that a copy of this agreement has been delivered to the Chairman of the Board per G.C. Sec. 25103, Reso 79-1535 ATTEST: Robin Stieler, Clerk of the Board Orange County Flood Control District County of Orange, California DISTRICT ORANGE COUNTY FLOOD CONTROL DISTRICT, a body corporate and politic Chairman of the Board of Supervisors County of Orange, California -[Signatures continue on next page] -10- Purchase Agreement between OCFCD and OCSD kul- Vy. 11.LL) LEGAL02/41373336v8 Approved as to Form: By: _ Name: Title: Alston & Bird LLP Attest: LI-A Name: Title: Clerk of the Board, Board of Directors BUYER: ORANGE COUNTY SANITATION DISTRICT, a public body By: Name: Title: Chair, Board of Directors -11- Purchase Agreement between OCFCD and OCSD kul- V y. LL .LL) LEGAL02/41373336v8 ATTACHMENT A TO PURCHASE, SALE AND REPLACEMENT OF EASEMENT AGREEMENT LOCATION MAP [See attached] LEGAL02/41373336v8 I W E S T M I N S T E R QUITCLAIM CHANNEL I EASEMENT E D I N G E R AVENUE I FOLD PUMP STATION _ L — — —I — — L— - - - - -- F Y M VICINITY MAP NOT TO SCALE w J w LU z I TRACT NO. 3642 z cn I M.M.145/47-48 TRACT NO. 3657 a M.M.134/21-25 v 0 150 300 W c!) 1 INCH = 150 al Q � I TRACT N0.3644 M.M.127/33-34 TRACT 11\10. ,,w__ — M.M.132/41-42 LEGEND ® PERMANENT EASEMENT ®TEMPORARY CONSTRUCTION EASEMENT MEADOWLARK DRIVE PREPARED FOR: PREPARED BY: JOB # 210656 ORANGE COUNTY Cannon LOCATION MAP 16842 VON KARMAN AVENUE SUITE 150 SANITATION DISTRICT IRVINE, CALIFORNIA 92606 (949) 753-8111 Civil Engineering • Planning • Surveying DRAWN BY: APT I SCALE: 1" = 150' ATTACHMENT B TO PURCHASE, SALE AND REPLACEMENT OF EASEMENT AGREEMENT FORM OF EASEMENT DEED [See attached] LEGAL02/41373336v8 EXHIBIT "A" LEGAL DESCRIPTION INGRESS, EGRESS & UTILITY EASEMENT (C07-251) THAT PORTION OF THE NORTH HALF OF THE OF SECTION 21, T.SS., R.11W., IN THE RANCHO LA BOLSA CHICA PER MAP RECORDED IN BOOK 51 PAGE 13 OF MISCELLANEOUS MAPS, IN THE OFFICE OF THE COUNTY RECORDER FOR ORANGE COUNTY, STATE OF CALIFORNIA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE MOST NORTHEASTERLY CORNER OF LOT 20, TRACT NO. 3657 FILED IN BOOK 134 PAGES 21-25 MAPS IN THE OFFICE OF ORANGE COUNTY RECORDER ALSO BEING THE SOUTHERLY RIGHT OF WAY LINE OF EDINGER AVENUE (50 FOOT HALF STREET) THENCE CONTINUING ALONG SAID RIGHT OF WAY NORTH 89°38'45" EAST 50.15 FEET TO THE BEGINNING OF A TANGENT CURVE CONCAVE SOUTHWESTERLY WITH A RADIUS OF 25.00 FEET AND A DELTA OF 89°39'02" THENCE ALONG SAID CURVE IN A SOUTHEASTERLY DIRECTION 39.12 FEET TO A POINT ON THE EASTERLY LINE OF PARCEL 1 OF EASEMENT DEED, BOOK 5623 PAGE 212 O.R. ORANGE COUNTY RECORDER; THENCE CONTINUING ALONG SAID EASTERLY LINE SOUTH 00°42'13" EAST 105.15 FEET; THENCE LEAVING SAID EASTERLY LINE ALONG ALINE PARALLEL WITH THE SOUTHERLY RIGHT OF WAY OF EDINGER AVENUE SOUTH 89°38'45" WEST 75.00 FEET TO THE EASTERLY TRACT LINE OF SAID TRACT NO. 3657; THENCE ALONG SAID TRACT LINE NORTH 00°42'13" WEST 130.00 FEET TO THE POINT OF BEGINNING. CONTAINING: 9,618 SF (MORE OR LESS) EXHIBIT "B": ATTACHED AND BY THIS REFERENCE MADE A PART HEREOF END DESCRIPTION THIS DESCRIPTION WAS PREPARED BY ME OR UNDER MY DIRECTION. 1 tw,n-iU 09/13/2022 Aaron Tillmanns DATE P.L.S. NO. 9584 EXHIBIT "B" ROW 0 0 EDINGER AVE. N89'38'45"E NORTH 4 CORNER SEC 21-5-11 I 0 LO N89'38'45"E 60.53' � N LO r4') N �N U a O U aQ Y m ALLEY o 0 A=89'39'02' 3 R=25.00' (R2) N89°38'45"E L=39.12' F 0 0 z 30' L(��SS&oUTILITY EASEMENT Q o 9,618 sq. ft. o C-4 I O REFERENCES TRACT NO. 3657 z 40' J (R1) TRACT MAP NO. 3657 BK 134 MAPS PG 21-25 Q (R2) EASEMENT DEED BK 5623 PG 212 O.R. r7 N z z 89°38'45"E 75 .00' I 35' D 30, LEGEND CL CENTERLINE TPOB TRUE POINT OF BEGINNING ROW RIGHT OF WAY EASEMENT AREA (9,618 SQ.FT. MORE OR LESS) LA NO O Q NO. 9584 N O A[u m o 09/13/2022 AARON TILLMANNS DATE �TF OF CAF0 1 =40 L.S. NO. 9584 PREPARED FOR: PREPARED BY: JOB # 210656 ORANGE COUNTY PERMANENT EASEMENT SW SANITATION DISTRICT Cannon CORNER OF EDINGER AVE. 16642 VON VARMAN AVENUE SUITE 150 AND GRAHAM ST. IRVINE, CALIFORNIA 92606 (949) 753-8111 Civil Engineering • Planning • Surveying DRAWN BY: JB SCALE: ATTACHMENT C TO PURCHASE, SALE AND REPLACEMENT OF EASEMENT AGREEMENT FORM OF TEMPORARY EASEMENT DEED [See attached] LEGAL02/41373336v8 EXHIBIT "A" LEGAL DESCRIPTION TEMPORARY CONSTRUCTION EASEMENT (C07-251.1) THAT PORTION OF THE NORTH HALF OF SECTION 21, T.5S., R.11W., IN THE RANCHO LA BOLSA CHICA PER MAP RECORDED IN BOOK 51 PAGE 13 OF MISCELLANEOUS MAPS, IN THE OFFICE OF THE COUNTY RECORDER FOR ORANGE COUNTY, STATE OF CALIFORNIA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: COMMENCING AT THE MOST NORTHEASTERLY CORNER OF LOT 20, TRACT NO. 3657 FILED IN BOOK 134 PAGES 21-25 MAPS IN THE OFFICE OF ORANGE COUNTY RECORDER ALSO BEING THE EASTERLY TRACT LINE OF TRACT 3657 THENCE CONTINUING ALONG SAID EASTERLY TRACT LINE SOUTH 00°42113" EAST 130.00 TO THE TRUE POINT OF BEGINNING; THENCE LEAVING SAID TRACT LINE NORTH 89°38'45" EAST 75.00 FEET TO A POINT ON THE WESTERLY RIGHT OF WAY OF GRAHAM STREET (30 FOOT HALF STREET); THENCE ALONG SAID WESTERLY RIGHT OF WAY OF GRAHAM STREET SOUTH 00°42'13" EAST 1173.50 FEET TO A POINT AT THE INTERSECTION OF SAID GRAHAM STREET WESTERLY RIGHT OF WAY AND THE NORTHERLY TRACT LINE OF TRACT 3508, FILED IN BOOK 132 MAPS PAGE 41-42 IN THE OFFICE OF THE ORANGE COUNTY RECORDER THENCE ALONG SAID NORTHERLY TRACT LINE SOUTH 89°36'20" WEST 150.81 FEET; THENCE LEAVING SAID NORTHERLY TRACT LINE, NORTH 00°23'40" WEST 20.00 FEET TO THE BEGINNING OF ATANGENT CURVE CONCAVE NORTHWESTERLY WITH A RADIUS OF 130.00 FEET AND A DELTA OF 90°18'33" THENCE ALONG SAID CURVE 204.90 FEET IN A NORTHEASTELY DIRECTION TO THE END OF SAID CURVE; THENCE ON A TANGENT LINE NORTH 00°42'13" WEST 962.81 FEET; THENCE SOUTH 89°38'45" WEST 55.00 FEET TO THE EASTERLY TRACT LINE OF SAID TRACT 3657; THENCE CONTINUING ALONG SAID EASTERLY TRACT LINE NORTH 00°42'13" WEST 60.00 FEET TO THE TRUE POINT OF BEGINNING. EXCEPT THAT PORTION INCLUDED WITHIN LOT A OF SAID TRACT NO. 3508. CONTAINING: 31,833 SF (MORE OR LESS) EXHIBIT "B": ATTACHED AND BY THIS REFERENCE MADE A PART HEREOF END DESCRIPTION THIS DESCRIPTION WAS PREPARED BY ME OR UNDER MY DIRECTION. T J _11 /29/21 ' p.LTl C�'A o � Aaron Tillmanns DATE rhos`; No L.S. NO.9584 , �saa t OF GA44F� EXHIBIT "B" EDINGER AVE. N89'38'45"E NORTH j CORNER - ° a SEC 21-5-11 ROW POC .. 30' INGRESS, TRACT o EGRESS & NO. 3657 UTILITY M EASEMENT 0 0 TPOB N89'3 '45"E j 75.00' b/ Q 0 2 3 Q z dN S89°38'45"W o LEGEND 55.00' 40' 15' 0' 30' Z CL CENTERLINE Z TPOB TRUE POINT OF BEGINNING ROW RIGHT OF WAY TEMPORARY CONSTRUCTION EASEMENT AREA ~ (31,833 SQ.FT. MORE OR LESS) 2 O.C.F.C.D. PARCEL 40' PER TRACT NO. 3657 WEST 35' OF THE 35' 1 1 =80, NORTH 1\2 OF NE - 1 \4 SEC 21-5-11 j cq L o Lo C-4/ w co Z Z i M REFERENCES I U� ZN o m3 I (131) TRACT MAP NO. 3657 BK 134 MAPS PG 21-25 TRACT ~ z 3 N 1`0 (R2) TRACT MAP NO. 3508 BK 132 MAPS PG 41-42 NO. 3657 d- 2 o 0 ° 0=1� Z Qo �z Z CD 35'x35' LOT A, TRACT NO. 3508 IS NOT A PART OF �o�PP.LT t, SG <<�h OCFCD OWNERSHIP (CITY OF H.B., PER TRACT NO. 3508) Q D: NO. 9584 N O S. LINE N1\2 p'`p�oo SEC 21-5-11 11/29/21 N00'23 40'W I �TF � 20.00 S89'36 20 yy� 150.81 AARON TILLMANNS DATE O �Fo� F CAL .. --•-- ....- --•--------. � L.S. N0. 9584 PREPARED FOR. PREPARED BY: JOB # 210656 ORANGE COUNTY TEMPORARY CONSTRUCTION SANITATION DISTRICT _ Cannon EASEMENT 16842 VON KARMAN AVENUE SUITE 150 IRVINE, CALIFORNIA 92606 (949) 753-8111 Civil Engineering • Planning • Surveying DRAWN BY: JB I SCALE: 1" = 80' ATTACHMENT D TO PURCHASE, SALE AND REPLACEMENT OF EASEMENT AGREEMENT FORM OF TCE QUITCLAIM [See attached] LEGAL02/41373336v8 WHEN RECORDED, MAIL TO: Orange County Flood Control District County Executive Office c/o: Real Estate Services 400 W. Civic Center Drive, 5th Floor Santa Ana, California 92701 Attn: Infrastructure SPACE ABOVE THIE LINE FOR RECORDER'S USE This is to certify that this document is exempt A.P.N.: From recording fees per Govt. Code Sec. 27383 Project Location: Westminster Channel and is exempt from Document Transfer Tax per ❑ Unincorporated Area Rev. & Taxation Code Section 11922. X Incorporated, City of Huntington Beach QUITCLAIM DEED FOR VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, the ORANGE COUNTY SANITATION DISTRICT, a public body ("Grantor"), does hereby REMISE, RELEASE, AND FOREVER QUITCLAIM to ORANGE COUNTY FLOOD CONTROL DISTRICT ("Grantee") any and all right, title or interest that Grantor has or may have in and to that real property described in Attachment 1 and depicted in Attachment 2 attached hereto and by the reference made a part hereof. IN WITNESS WHEREOF, this instrument has been executed on , 2022. ORANGE COUNTY SANITATION DISTRICT, a public body LEGAL02/41394735v5 A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. STATE OF CALIFORNIA COUNTY OF ORANGE On , 2022, before me, , a Notary Public, personally appeared , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Notary Public (SEAL) LEGAL02/41394735v5 CERTIFICATE OF ACCEPTANCE This is to certify that the interest in real property conveyed by the within deed or grant to the ORANGE COUNTY FLOOD CONTROL DISTRICT, a body corporate and politic, is hereby accepted by the undersigned officer or agent on behalf of the Board of Supervisors of Orange County, California, acting as the governing board of the ORANGE COUNTY FLOOD CONTROL DISTRICT, pursuant to authority conferred by of the said Board of Supervisors, and the ORANGE COUNTY FLOOD CONTROL DISTRICT consents to recordation thereof by its duly authorized officer. Dated Approved as to form: County Counsel By: Deputy: Date: ORANGE COUNTY FLOOD CONTROL DISTRICT :A , Director Per Minute Order dated , 20 LEGAL02/41394735v5 ATTACHMENT E TO PURCHASE, SALE AND REPLACEMENT OF EASEMENT AGREEMENT FORM OF QUITCLAIM DEED LEGAL02/41373336v8 *:4:iion] Ir_l A STRIP OF LAND, 6 FEET IN WIDTH, BEING A PORTION OF PARCEL 2C, IN THE CITY OF HUNTINGTON BEACH, COUNTY OF ORANGE, STATE OF CALIFORNIA, AS CONVEYED TO THE ORANGE COUNTY FLOOD CONTROL DISTRICT BY DEED RECORDED IN BOOK 2518, PAGE 408 OF OFFICIAL RECORDS OF SAID COUNTY, MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE CENTERLINE INTERSECTION OF EDINGER AVENUE AND GRAHAM STREET, AS SHOWN ON TRACT NO. 7913 RECORDED IN BOOK 309 PAGES 32 THROUGH 33 OF MISCELLANEOUS MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY; THENCE NORTH 89°38'46" EAST 125.25 FEET ALONG THE CENTERLINE OF SAID EDINGER AVENUE; THENCE PERPENDICULAR TO SAID CENTERLINE NORTH 00°21'14" WEST 30.00 FEET TO THE SOUTH LINE OF SAID PARCEL 2C, SAID POINT BEING THE TRUE POINT OF BEGINNING; THENCE CONTINUING NORTH 00°21'14" WEST 6.00 FEET TO A LINE PARALLEL WITH AND 6.00 FEET NORTH OF SAID SOUTH LINE; THENCE NORTH 89`38'46" EAST 31.00 FEET ALONG SAID PARALLEL LINE; THENCE PERPENDICULAR TO SAID LINE SOUTH 00`21'14" EAST 6.00 FEET TO THE SOUTH LINE OF SAID PARCEL 2C; THENCE SOUTH 89°38'46" WEST 31.00 FEET TO THE TRUE POINT OF BEGINNING. CONTAINING 186.00 SQUARE FEET AS SHOWN ON EXHIBIT B, ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF. THIS DESCRIPTION WAS PREPARED BY ME OR UNDER MY DIRECT SUPERVISION. LAAIO 00 tr.fiq{U 03/14/2022 2 m o Q 2 < Q NO. 9584 N O AARON P. TILLMANNS o P.L.S. 9584 OF CA' I I 42' F- w I "-I c� ry U o o 0 I Q Q O M I � W E S T M I N S T E R CHANNEL ORANGE COUNTY FLOOD CONTROL DISTRICT PARCEL C&Ms BE, 6130, PG. 871 a O.R. jj WPARCEL 2C� o 2510 9 PG. 40 0 9 O.R. L2 J � TRUE POINT L4 o OF BEGINNING o I o POINT OF BEGINNING "' o I cN "' M O O N89°38'46"E� 125.25' — EDINGER AVENUE 1 "=30' �Pj_ LAND\ y�0 � P' T144 SG LEGEND �4u { 03/14/2022 a wNO. 9584 N O ® QUITCLAIM LOCATION a AARON P. TILLMANNS P.L.S. 9584 * 9 a Line Table Line # Direction Length L1 N00°21'14"W 6.00' L2 N89°38'46"E 31.00' L3 S00`21 ' 14"E 6.00' L4 S89`38'46"W 31.00' OF CA ATTACHMENT F TO PURCHASE, SALE AND REPLACEMENT OF EASEMENT AGREEMENT LOCATION OF ADDITIONAL WORK ITEMS [See attached] LEGAL02/41373336v8 W E S T M I N S T E R QUITCLAIM CHANNEL EASEMENT E D I N G E R DRIVEWAY AVENUE GATE F OLD PUMP STATION — L — ~ 0 150 300 TURNAROUND W J W 1 INCH = 150 LU Z TRACT NO. 3642 Z � cn M.M. 145/47-48 TRACT NO. 3657 Q I M.M.134/21-25 v I~ W U) � Q Q TRACT NO. 3644 GATE M.M.127/33-34 ACCESS RAMP VDRIVEWAY LEGEND — ® PERMANENT EASEMENT TRACT NO. 3508 M.M.132/41-42 I ® TEMPORARY CONSTRUCTION EASEMENT MEADOWLARK DRIVE PREPARED FOR: PREPARED BY: JOB # 210656 ORANGE COUNTY Cannon LOCATION OF ADDITIONAL 16842 VON KARMAN AVENUE SUITE 150 WORK ITEMS SANITATION DISTRICT IRVINE, CALIFORNIA 92606 (949) 753-8111 Civil Engineering • Planning • Surveying DRAWN BY: APT SCALE: 1" = 150' "� SAN ORANGE COUNTY SANITATION DISTRICT File #: 2022-2493 OPERATIONS COMMITTEE Agenda Report Agenda Date: 10/5/2022 Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714)593-7433 Agenda Item No: 3. FROM: James D. Herberg, General Manager Originator: Riaz Moinuddin, Director of Operations & Maintenance SUBJECT: PURCHASE AND DELIVERY OF EMERGENCY LOX BACKUP SYSTEM AT PLANT NO. 2 GENERAL MANAGER'S RECOMMENDATION RECOMMENDATION: Recommend to the Board of Directors to: A. Approve a Purchase Order Contract to Cryo-Lease for the purchase and delivery of Emergency LOX Backup System, Specification No. E-2022-1348BD, for a total amount not to exceed $358,000, plus applicable sales tax; and B. Approve a contingency of $35,800 (10%). BACKGROUND Orange County Sanitation District (OC San) operates a Liquid Oxygen (LOX) facility at Plant No. 2. This LOX system supports the secondary treatment process and consists of two LOX tanks, six vaporizers, and piping distribution to the aeration basins. During a condition assessment performed by Diversified Project Services International, one of the LOX tanks was found to be compromised by cracking. Several repair attempts have been made to repair this cracking. A rental unit is on -site to provide a short-term back-up unit for the failed tank until a longer -term solution is in place. RELEVANT STANDARDS • Maintain a proactive asset management program • Maintain a culture of improving efficiency to reduce the cost to provide the current service level or standard 1=161 3114►vil During a more comprehensive second assessment performed by Chart International, Inc., additional significant internal damage was discovered, and a tank replacement is needed. The second LOX tank was installed at the same time as the failed tank in 1983. In the event that this second tank were to fail, OC San's ability to run its Oxygen Activated Sludge secondary treatment process would be compromised. Orange County Sanitation District Page 1 of 3 Printed on 9/27/2022 powered by LegistarTM File #: 2022-2493 Agenda Date: 10/5/2022 Agenda Item No: 3. PROPOSED SOLUTION Procure one mobile tank and vaporizing unit, with a 9,000-gallon LOX tank and 25,000 Standard Cubic Foot per hour vaporizer unit from Cryo-Lease. Cryo-Lease was the only responsive bidder. This unit will serve as the primary backup to the remaining operational tank. In addition, this mobile tank and vaporizing unit will also serve as the backup to the new tank when the currently operating tank is refurbished. TIMING CONCERNS A separate contract, S-2022-134513D, for the permanent replacement of the failed LOX tank is in the procurement process. It is anticipated that the cryogenic tank replacement will have a lengthy construction and installation schedule. Failure of the remaining tank will potentially result in not meeting regulatory compliance requirements. RAMIFICATIONS OF NOT TAKING ACTION The LOX system will not have the redundancy to reliably support the activated sludge process at Plant No. 2 which may impact OC San's ability to provide secondary treatment and support the GWRS Final Expansion. PRIOR COMMITTEE/BOARD ACTIONS N/A ADDITIONAL INFORMATION A Notice Inviting Bids was issued on July 27, 2022 via PlanetBids. Bids were due on September 7, 2022. OC San received one bid valid for 180 calendar days from the bid opening date. The following was the only responsive bidder. Company Name Bid 1$358,000, Determination Cryo-Lease Plus Applicable Sales Tax Responsive Based on these results, staff recommends approving the Purchase Order Contract to Cryo-Lease. CEQA N/A FINANCIAL CONSIDERATIONS This request complies with authority levels of OC San's Purchasing Ordinance. This recommendation would be funded under the Repairs and Maintenance line item for Division 880, Plant No. 2 Maintenance (Fiscal Years 2022-2023 and 2023-2024 Budget, Section 6, Page 96), and the available funding is sufficient for this action. Orange County Sanitation District Page 2 of 3 Printed on 9/27/2022 powered by LegistarTM File #: 2022-2493 Date of Approval Agenda Date: 10/5/2022 Agenda Item No: 3. Contract Amount Contingency 10/26/2022 $358,000 + sales tax $35,800 (10%) ATTACHMENT The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package: N/A Orange County Sanitation District Page 3 of 3 Printed on 9/27/2022 powered by LegistarT" "� SAN ORANGE COUNTY SANITATION DISTRICT File #: 2022-2530 OPERATIONS COMMITTEE Agenda Report Agenda Date: 10/5/2022 Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714)593-7433 Agenda Item No: 4. FROM: James D. Herberg, General Manager Originator: Riaz Moinuddin, Director of Operations & Maintenance SUBJECT: PLANT NO. 1 AIR COMPRESSOR AND VACUUM PUMP REPLACEMENT GENERAL MANAGER'S RECOMMENDATION RECOMMENDATION: Approve a Sole Source Purchase Order to Quincy Compressor for air compressor and vacuum pump system replacement for the Plant No. 1 Laboratory Building, for a total amount not to exceed $106,750, plus applicable sales tax and freight. BACKGROUND The Orange County Sanitation District (OC San) conducts a wide range of sample collection, monitoring, and microbiological, chemical, and physical analyses to meet NPDES and AQMD permit compliance. In addition, laboratory sampling aids in maintaining the highest level of operational efficiency. This work is primarily performed in the two-story, 36,000-square foot Laboratory at Plant No. 1. The air compressor and vacuum pump system is utilized for many of these functions and is integral to the sampling environment. When this system does not operate correctly, there could be delays in time sensitive results and impacts to sampling accuracy. RELEVANT STANDARDS • Commitment to safety & reducing risk in all operations • Maintain a proactive asset management program • Maintain a culture of improving efficiency to reduce the cost to provide the current service level or standard PROBLEM The current air compressor and vacuum pump system has exceeded its life cycle expectancy and requires constant repair. The equipment is in obsolescence which impacts our ability to attain spare parts and reliably repair the system. If failures occur, operational ability in the Laboratory will be lost. Orange County Sanitation District Page 1 of 2 Printed on 9/28/2022 powered by LegistarTIM File #: 2022-2530 Agenda Date: 10/5/2022 Agenda Item No: 4. PROPOSED SOLUTION Replace the existing obsolete equipment with a new, serviceable air compressor and vacuum pump system from the original equipment manufacturer, Quincy Compressor. This replacement equipment is an in -kind replacement with no change to the original design parameters or installation footprint. TIMING CONCERNS N/A RAMIFICATIONS OF NOT TAKING ACTION Failure of the air compressor and vacuum pump system will result in a continued risk of certain sensitive analyses failing. With limited equipment to support this testing, the necessary laboratory function may be compromised. PRIOR COMMITTEE/BOARD ACTIONS N/A /_1111111ICkiF-11N1►19101NLy,I_%IIC I Quincy Compressor is a Board of Directors approved original manufacturer vendor for air compressor parts and services. The direct replacement of equipment will help re-establish a working system with proper redundancy and connection rework. CEQA IRM FINANCIAL CONSIDERATIONS This request complies with authority levels of OC San's Purchasing Ordinance. This item has been budgeted in the Fiscal Year 2022-2023 and 2023-2024 Budget, Plant No. 1 Maintenance (Repairs & Maintenance Line item: Section 06, Page 92), and available funding is sufficient for this action. Date of Approval Contract Amount 10/05/2022 $106,750 + sales tax and freight ATTACHMENT Contingency The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package: N/A Orange County Sanitation District Page 2 of 2 Printed on 9/28/2022 powered by LegistarT" "� SAN ORANGE COUNTY SANITATION DISTRICT File #: 2022-2539 OPERATIONS COMMITTEE Agenda Report Agenda Date: 10/5/2022 FROM: James D. Herberg, General Manager Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714)593-7433 Agenda Item No: 5. Originator: Riaz Moinuddin, Director of Operations & Maintenance SUBJECT: SERVICE AGREEMENT FOR CENTRAL GENERATION CONTINUOUS EMISSIONS MONITORING SYSTEMS GENERAL MANAGER'S RECOMMENDATION RECOMMENDATION: Recommend to the Board of Directors to: A. Approve a Sole Source General Services Contract with CEMTEK Environmental for Central Generation Automation/Continuous Emissions Monitoring Systems (CEMS) Maintenance Services (Specification No. CEMS22-27) at both Central Generation facilities for a five-year period beginning November 23, 2022 through November 22, 2027, for a total amount not to exceed $667,500; and B. Approve a contingency of $66,750 (10%). BACKGROUND Orange County Sanitation District (OC San) operates eight CEMS units to continually monitor the exhaust gases for each of the eight Central Generation engines as required by South Coast Air Quality Management District (SCAQMD) permits. The CEMS units and supporting Data Acquisition and Handling Software (DAHS) are both manufactured by CEMTEK Environmental (CEMTEK) and were installed under a capital improvement project. CEMTEK is the sole manufacturer of this specialized equipment and the supporting software, therefore they are uniquely qualified to maintain it. They have been successfully providing OC San this service since 2007. RELEVANT STANDARDS • Maintain collaborative and cooperative relationships with regulators, stakeholders, and neighboring communities • Maintain a proactive asset management program Orange County Sanitation District Page 1 of 3 Printed on 9/27/2022 powered by LegistarTIM File #: 2022-2539 PROBLEM Agenda Date: 10/5/2022 Agenda Item No: 5. The CEMS software installed at OC San's software installed by a capital improvement SCAQMD permit technical requirements. programming code written by CEMTEK. PROPOSED SOLUTION Central Generation facilities is custom and unique project to monitor the emissions in accordance with The CEMS software uses customized proprietary Staff recommends approving a purchase order agreement with CEMTEK for CEMS hardware, software, and reporting services maintenance for a five-year term. This will help ensure reliability, regulatory compliance, and continual support services. TIMING CONCERNS The current five-year contract ends November 22, 2022 after which the equipment will not be considered under a maintenance contract unless renewed. RAMIFICATIONS OF NOT TAKING ACTION Continual monitoring services are required by SCAQMD permits. If CEMS units and the support system are nonoperational, the SCAQMD could consider the facility out of compliance, requiring Central Generation engine(s) to shutdown. PRIOR COMMITTEE/BOARD ACTIONS October 2017 - Approved a Sole Source Service Purchase Order Agreement with CEMTEK Environmental for maintenance services of the Central Generation automation/continuous emissions monitoring systems at both Central Generation facilities for a five-year period beginning November 23, 2017 through November 22, 2022, for a total amount not to exceed $580,625, and approved a contingency of $58,063 (10%). ADDITIONAL INFORMATION N/A CEQA N/A FINANCIAL CONSIDERATIONS This request complies with authority levels of OC San's Purchasing Ordinance. This recommendation will be funded under the Repairs and Maintenance line item for Plant No. 1 Operations and Plant No. 2 Operations (Proposed Budget Fiscal Years 2022-2023 and 2023-2024, Section 6, Pages 84 and 88), and the available funding is sufficient for this action. Orange County Sanitation District Page 2 of 3 Printed on 9/27/2022 powered by LegistarTM File #: 2022-2539 Date of Approval Agenda Date: 10/5/2022 Agenda Item No: 5. Contract Amount Contingency 10/26/2022 $667,500 $66,750 (10%) ATTACHMENT The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package: • General Services Contract PP:cf Orange County Sanitation District Page 3 of 3 Printed on 9/27/2022 powered by LegistarT" GENERAL SERVICES CONTRACT CENTRAL GENERATION AUTOMATION/ CONTINUOUS EMISSIONS MONITORING SYSTEMS (CEMS) MAINTENANCE SERVICES Specification No. CEMS22-27 This GENERAL SERVICES CONTRACT (hereinafter referred to as "Contract"), is made and entered into as of the date fully executed below, by and between Orange County Sanitation District (hereinafter referred to as "OC San") and (hereinafter referred to as "Contractor"), and collectively referred to herein as the "Parties." RECITALS WHEREAS, OC San desires to retain the services of Contractor for Central Generation Automation/Continuous Emissions Monitoring Systems (CEMS) maintenance services ("Services") as described in Exhibit "A" attached hereto and incorporated herein by this reference; and WHEREAS, Contractor is qualified to perform the Services by virtue of experience, training, education, and expertise; and WHEREAS, OC San desires to engage Contractor to provide the Services; and WHEREAS, OC San selected Contractor to provide the Services in accordance with Ordinance No. OC SAN-56; and WHEREAS, on October 26, 2022, OC San's Board of Directors or Operations Committee, by minute order, authorized execution of this Contract. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and benefits specified below, the Parties agree as follows: General. 1.1 This Contract and all exhibits hereto are made by OC San and the Contractor. 1.2 The following exhibits, in order of precedence, are incorporated by reference and made part of this Contract. Exhibit "A" — Scope of Work Exhibit "B" — QBid Exhibit "C" — Determined Insurance Requirement Form Exhibit "D" — Contractor Safety Standards Exhibit "E" — Human Resources Policies 1.3 In the event of any conflict or inconsistency between the provisions of this Contract and any of the provisions of the exhibits hereto, the provisions in the Contract shall control and thereafter the provisions in the document highest in precedence shall be controlling. 1.4 Except as expressly provided otherwise, OC San accepts no liability for any expenses, losses, or actions incurred or undertaken by Contractor as a result of work performed in anticipation of acquisition of the Services by OC San. General Services Contract 1 of 10 Specification No. CEMS22-27 Revision 032422 Work Hours: All work shall be scheduled Monday through Friday, between the hours of 7:30 a.m. and 5:30 p.m. 1.5 Days: Shall mean calendar days, unless otherwise noted. 1.6 OC San holidays (non -working days) are as follows: New Year's Day, Lincoln's Birthday, Presidents' Day, Memorial Day, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve, and Christmas Day. 1.7 Work: Shall mean all work, labor, and materials necessary to provide the Services. 1.8 The provisions of this Contract may be amended or waived only by an amendment executed by authorized representatives of both Parties. 1.9 The various headings in this Contract are inserted for convenience only and shall not affect the meaning or interpretation of this Contract or any paragraph or provision hereof. 2. Scope of Work. 2.1 Contractor shall perform the Services identified in Exhibit "A" in accordance with generally accepted industry and professional standards. 2.2 Modifications to Scope of Work. OC San shall have the right to modify the Scope of Work at any time. All modifications must be made by an amendment signed by both Parties. 2.3 Familiarity with Work. By executing this Contract, Contractor warrants that: (a) it has investigated the work to be performed; (b) it understands the facilities, difficulties, and restrictions of the work under this Contract; and (c) it has examined the site of the work and is aware of all conditions at the site. Should Contractor discover any latent or unknown condition materially differing from those inherent in the work or as represented by OC San, it shall immediately inform OC San of this and shall not proceed, except at Contractor's risk, until written instructions are received from OC San. 2.4 Performance. Time is of the essence in the performance of the provisions hereof. 3. Contract Term. 3.1 The term of this Contract shall be for five (5) years commencing on November 22, 2022, and continuing through November 21, 2027. 3.2 Extensions. The term of this Contract may be extended only by an amendment signed by both Parties. 4. Compensation. 4.1 As compensation for the Services provided under this Contract, OC San shall pay Contractor a total amount not to exceed Dollars ($ .00). 4.2 Contractor shall provide OC San with all required premiums and/or overtime work at no charge beyond the amount specified above. 5. Payments and Invoicing. General Services Contract 2 of 10 Specification No. CEMS22-27 Revision 032422 5.1 OC San shall pay itemized invoices for work completed in accordance with Exhibit "A" thirty (30) days from receipt of the invoice and after approval by OC San's Project Manager or designee. OC San shall be the determining party, in its sole discretion, as to whether the Services have been satisfactorily completed. 5.2 Contractor shall submit its invoices to OC San Accounts Payable by electronic mail to APStaffCcDOCSan.gov. In the subject line include "INVOICE" and the Purchase Order Number. 6. California Department of Industrial Relations Registration and Record of Wages. 6.1 To the extent Contractor's employees and/or its subcontractors perform work related to this Contract for which Prevailing Wage Determinations have been issued by the California Department of Industrial Relations (DIR) as more specifically defined under Labor Code section 1720 et seq., prevailing wages are required to be paid for applicable work under this Contract. It is Contractor's responsibility to interpret and implement any prevailing wage requirements and Contractor agrees to pay any penalty or civil damages resulting from a violation of the prevailing wage laws. 6.2 Contractor and its subcontractors shall comply with the registration requirements of Labor Code section 1725.5. Pursuant to Labor Code section 1771.4(a)(1), the work is subject to compliance monitoring and enforcement by the California Department of Industrial Relations (DIR). 6.3 Pursuant to Labor Code section 1773.2, a copy of the prevailing rate of per diem wages is available upon request at OC San's principal office. The prevailing rate of per diem wages may also be found at the DIR website for prevailing wage determinations at http://www.dir.ca.gov/DLSR/PWD. 6.4 Contractor and its subcontractors shall comply with the job site notices posting requirements established by the Labor Commissioner per Title 8, California Code of Regulations section 16461(e). Pursuant to Labor Code sections 1773.2 and 1771.4(a)(2), Contractor shall post a copy of the prevailing rate of per diem wages at the job site. 6.5 Contractor and its subcontractors shall maintain accurate payroll records and shall comply with all the provisions of Labor Code section 1776. Contractor and its subcontractors shall submit payroll records to the Labor Commissioner pursuant to Labor Code section 1771.4(a)(3). Pursuant to Labor Code section 1776, the Contractor and its subcontractors shall furnish a copy of all certified payroll records to OC San and/or the general public upon request, provided the public request is made through OC San, the Division of Apprenticeship Standards, or the Division of Labor Standards Enforcement of the Department of Industrial Relations. Pursuant to Labor Code section 1776(h), penalties for non-compliance with a request for payroll records may be deducted from progress payments. 6.5.1 As a condition to receiving payments, Contractor agrees to present to OC San, along with any request for payment, all applicable and necessary certified payrolls and other required documents for the period covering such payment request. Pursuant to Title 8, California Code of Regulations section 16463, OC San shall withhold any portion of a payment, up to and including the entire payment amount, General Services Contract 3 of 10 Specification No. CEMS22-27 Revision 032422 until certified payroll forms and any other required documents are properly submitted. In the event certified payroll forms do not comply with the requirements of Labor Code section 1776, OC San may continue to withhold sufficient funds to cover estimated wages and penalties under the Contract. 6.6 The Contractor and its subcontractors shall comply with Labor Code section 1774 and section 1775. Pursuant to Labor Code section 1775, the Contractor and any of its subcontractors shall forfeit to OC San a penalty of not more than two hundred dollars ($200) for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the DIR for the work or craft in which the worker is employed for any work. 6.6.1 In addition to the penalty and pursuant to Labor Code section 1775, the difference between the prevailing wage rates and the amount paid to each worker for each calendar day or portion thereof for which each worker was paid less than the prevailing wage rate shall be paid to each worker by the Contractor or its subcontractor. 6.7 Contractor and its subcontractors shall comply with Labor Code sections 1810 through 1815. Contractor and its subcontractors shall restrict working hours to eight (8) hours per day and forty (40) hours per week, except that work performed in excess of those limits shall be permitted upon compensation for all excess hours worked at not less than one and one-half (1.5) times the basic rate of pay, as provided in Labor Code section 1815. The Contractor shall forfeit, as a penalty to OC San, twenty-five dollars ($25) per worker per calendar day during which such worker is required or permitted to work more than eight (8) hours in any one calendar day and forty (40) hours in any one calendar week in violation of Labor Code sections 1810 through 1815. 6.8 Contractor and its subcontractors shall comply with Labor Code sections 1777.5, 1777.6, and 1777.7 concerning the employment of apprentices by Contractor or any subcontractor. 6.9 Contractor shall include, at a minimum, a copy of the following provisions in any contract it enters into with any subcontractor: Labor Code sections 1771, 1771.1, 1775, 1776, 1777.5, 1810, 1813, 1815, 1860, and 1861. 6.10 Pursuant to Labor Code sections 1860 and 3700, the Contractor and its subcontractors will be required to secure the payment of compensation to employees. Pursuant to Labor Code section 1861, Contractor, by accepting this contract, certifies that: "I am aware of the provisions of section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract." Contractor shall ensure that all its contracts with its subcontractors provide the provision above. General Services Contract 4 of 10 Specification No. CEMS22-27 Revision 032422 7. Damage to OC San's Property. Any of OC San's property damaged by Contractor, any subcontractor, or by the personnel of either will be subject to repair or replacement by Contractor at no cost to OC San. 8. Freight (F.O.B. Destination). Contractor assumes full responsibility for all transportation, transportation scheduling, packing, handling, insurance, and other services associated with delivery of all products deemed necessary under this Contract. 9. Audit Rights. Contractor agrees that, during the term of this Contract and for a period of three (3) years after its expiration or termination, OC San shall have access to and the right to examine any directly pertinent books, documents, and records of Contractor relating to the invoices submitted by Contractor pursuant to this Contract. 10. Contractor Safety Standards and Human Resources Policies. OC San requires Contractor and its subcontractor(s) to follow and ensure their employees follow all Federal, State, and local regulations as well as the Contractor Safety Standards while working at OC San locations. If, during the course of the Contract, it is discovered that the Contractor Safety Standards do not comply with Federal, State, or local regulations, the Contractor is required to follow the most stringent regulatory requirement at no additional cost to OC San. Contractor, its subcontractors, and all of their employees shall adhere to the safety requirements in Exhibit "A," all applicable Contractor Safety Standards in Exhibit "D," and the Human Resources Policies in Exhibit "E." 11. Insurance. Contractor and all its subcontractors shall purchase and maintain, throughout the term of this Contract and any periods of warranty or extensions, insurance in amounts equal to the requirements set forth in the signed Exhibit "C" — Determined Insurance Requirement Form. Contractor shall not commence work under this Contract until all required insurance is obtained in a form acceptable to OC San, nor shall Contractor allow any subcontractor to commence service pursuant to a subcontract until all insurance required of the subcontractor has been obtained. Failure to obtain and maintain the required insurance coverage shall result in termination of this Contract. 12. Indemnification and Hold Harmless Provision. Contractor shall assume all responsibility for damages to property and/or injuries to persons, including accidental death, which may arise out of or may be caused by Contractor's Services under this Contract, or by its subcontractor(s), or by anyone directly or indirectly employed by Contractor, and whether such damage or injury shall accrue or be discovered before or after the termination of the Contract. Except as to the sole active negligence of or willful misconduct of OC San, Contractor shall indemnify, protect, defend, and hold harmless OC San, its elected and appointed officials, officers, agents, and employees from and against any and all claims, liabilities, damages, or expenses of any nature, including attorneys' fees: (a) for injury to or death of any person, or damage to property, or interference with the use of property arising out of or in connection with Contractor's performance under the Contract, and/or (b) on account of use of any copyrighted or uncopyrighted material, composition, or process; or any patented or unpatented invention, article, or appliance furnished or used under the Contract, and/or (c) on account of any goods and services provided under this Contract. This indemnification provision shall apply to any acts or omissions, willful misconduct, or negligent misconduct, whether active or passive, on the part of Contractor or anyone employed by or working under Contractor. To the maximum extent permitted by law, Contractor's duty to defend shall apply whether or not such claims, allegations, lawsuits, or proceedings have merit or are meritless; or which involve claims or allegations that any of the parties to be defended were actively, passively, or concurrently General Services Contract 5 of 10 Specification No. CEMS22-27 Revision 032422 negligent; or which otherwise assert that the parties to be defended are responsible, in whole or in part, for any loss, damage, or injury. Contractor agrees to provide this defense immediately upon written notice from OC San, and with well qualified, adequately insured, and experienced legal counsel acceptable to OC San. This section shall survive the expiration or early termination of the Contract. 13. Independent Contractor. The relationship between the Parties hereto is that of an independent contractor and nothing herein shall be deemed to make Contractor an OC San employee. During the performance of this Contract, Contractor and its officers, employees, and agents shall act in an independent capacity and shall not act as OC San's officers, employees, or agents. Contractor and its officers, employees, and agents shall obtain no rights to any benefits which accrue to OC San's employees. 14. Subcontracting and Assignment. Contractor shall not delegate any duties nor assign any rights under this Contract without the prior written consent of OC San. Any such attempted delegation or assignment shall be void. 15. Disclosure. Contractor agrees not to disclose, to any third party, data or information generated from this Contract without the prior written consent from OC San. 16. Non -Liability of OC San Officers and Employees. No officer or employee of OC San shall be personally liable to Contractor, or any successor -in -interest, in the event of any default or breach by OC San, or for any amount which may become due to Contractor or to its successor, or for breach of any obligation under the terms of this Contract. 17. Third -Party Rights. Nothing in this Contract shall be construed to give any rights or benefits to anyone other than OC San and Contractor. 18. Applicable Laws and Regulations. Contractor shall comply with all applicable Federal, State, and local laws, rules, and regulations. Contractor also agrees to indemnify and hold OC San harmless from any and all damages and liabilities assessed against OC San as a result of Contractor's noncompliance therewith. Any provision required by law to be included herein shall be deemed included as a part of this Contract whether or not specifically included or referenced. 19. Licenses, Permits, Ordinances, and Regulations. Contractor represents and warrants to OC San that it has obtained all licenses, permits, qualifications, and approvals of whatever nature that are legally required to provide the Services. Any and all fees required by Federal, State, County, City, and/or municipal laws, codes, and/or tariffs that pertain to the work performed under this Contract will be paid by Contractor. 20. Regulatory Requirements. Contractor shall perform all work under this Contract in strict conformance with applicable Federal, State, and local regulatory requirements including, but not limited to, 40 CFR 122, 123, 124, 257, 258, 260, 261, and 503, Title 22, 23, and Water Codes Division 2. 21. Environmental Compliance. Contractor shall, at its own cost and expense, comply with all Federal, State, and local environmental laws, regulations, and policies which apply to the Contractor, its subcontractors, and the Services, including, but not limited to, all applicable Federal, State, and local air pollution control laws and regulations. General Services Contract 6 of 10 Specification No. CEMS22-27 Revision 032422 22. South Coast Air Quality Management District's Requirements. It is Contractor's responsibility to ensure that all equipment furnished and installed be in accordance with the latest rules and regulations of the South Coast Air Quality Management District (SCAQMD). All Contract work practices, which may have associated emissions such as sandblasting, open field spray painting, or demolition of asbestos containing components or structures shall comply with the appropriate rules and regulations of SCAQMD. 23. Warranties. Contractor's Warranty (Guarantee): If within a one (1) year period of completion of work specified in Exhibit "A," OC San informs Contractor that any portion of the Services provided fails to meet the standards required under this Contract, Contractor shall, within the time agreed to by OC San and Contractor, take all such actions as are necessary to correct or complete the noted deficiency(ies) at Contractor's sole expense. 24. Dispute Resolution. "dk10 24.1 In the event of a dispute as to the construction or interpretation of this Contract, or any rights or obligations hereunder, the Parties shall first attempt, in good faith, to resolve the dispute by mediation. The Parties shall mutually select a mediator to facilitate the resolution of the dispute. If the Parties are unable to agree on a mediator, the mediation shall be conducted in accordance with the Commercial Mediation Rules of the American Arbitration Agreement, through the alternate dispute resolution procedures of Judicial Arbitration through Mediation Services of Orange County ("JAMS"), or any similar organization or entity conducting an alternate dispute resolution process. 24.2 In the event the Parties are unable to timely resolve the dispute through mediation, the issues in dispute shall be submitted to arbitration pursuant to Code of Civil Procedure, Part 3, Title 9, sections 1280 et seq. For such purpose, an agreed arbitrator shall be selected, or in the absence of agreement, each party shall select an arbitrator, and those two (2) arbitrators shall select a third. Discovery may be conducted in connection with the arbitration proceeding pursuant to Code of Civil Procedure section 1283.05. The arbitrator, or three (3) arbitrators acting as a board, shall take such evidence and make such investigation as deemed appropriate and shall render a written decision on the matter in question. The arbitrator shall decide each and every dispute in accordance with the laws of the State of California. The arbitrator's decision and award shall be subject to review for errors of fact or law in the Superior Court for the County of Orange, with a right of appeal from any judgment issued therein. 25. Remedies. In addition to other remedies available in law or equity, if the Contractor fails to make delivery of the goods and Services or repudiates its obligations under this Contract, or if OC San rejects the goods or Services or revokes acceptance of the goods and Services, OC San may (a) cancel the Contract; (b) recover whatever amount of the purchase price OC San has paid, and/or (c) "cover" by purchasing, or contracting to purchase, substitute goods and Services for those due from Contractor. In the event OC San elects to "cover" as described in (c), OC San shall be entitled to recover from Contractor as damages the difference between the cost of the substitute goods and Services and the Contract price, together with any incidental or consequential damages. 26. Force Maieure. Neither party shall be liable for delays caused by accident, flood, acts of God, fire, labor trouble, war, acts of government, or any other cause beyond its control, but the affected party shall use reasonable efforts to minimize the extent of the delay. Work affected by a force majeure condition may be rescheduled by mutual consent of the Parties. General Services Contract 7 of 10 Specification No. CEMS22-27 Revision 032422 27. Termination. 27.1 OC San reserves the right to terminate this Contract for its convenience, with or without cause, in whole or in part, at any time, by written notice from OC San. Upon receipt of a termination notice, Contractor shall immediately discontinue all work under this Contract (unless the notice directs otherwise). OC San shall thereafter, within thirty (30) days, pay Contractor for work performed (cost and fee) through the date of termination. Contractor expressly waives any claim to receive anticipated profits to be earned during the uncompleted portion of this Contract. Such notice of termination shall terminate this Contract and release OC San from any further fee, cost, or claim hereunder by Contractor other than for work performed through the date of termination. 27.2 OC San reserves the right to terminate this Contract immediately upon OC San's determination that Contractor is not complying with the Scope of Work requirements, if the level of service is inadequate, or for any other default of this Contract. 27.3 OC San may also immediately terminate this Contract for default, in whole or in part, by written notice to Contractor: ■ if Contractor becomes insolvent or files a petition under the Bankruptcy Act; or ■ if Contractor sells its business; or ■ if Contractor breaches any of the terms of this Contract; or ■ if the total amount of compensation exceeds the amount authorized under this Contract. 27.4 All OC San's property in the possession or control of Contractor shall be returned by Contractor to OC San on demand or at the expiration or early termination of this Contract, whichever occurs first. 28. Attorney's Fees. If any action at law or in equity or if any proceeding in the form of an Alternative Dispute Resolution (ADR) is necessary to enforce or interpret the terms of this Contract, the prevailing party shall be entitled to reasonable attorney's fees, costs, and necessary disbursements in addition to any other relief to which the prevailing party may be entitled. 29. Waiver. The waiver by either party of any breach or violation of, or default under, any provision of this Contract shall not be deemed a continuing waiver by such party of any other provision or of any subsequent breach or violation of this Contract or default thereunder. Any breach by Contractor to which OC San does not object shall not operate as a waiver of OC San's rights to seek remedies available to it for any subsequent breach. 30. Severability. If any section, subsection, or provision of this Contract; or any agreement or instrument contemplated hereby; or the application of such section, subsection, or provision is held invalid, the remainder of this Contract or instrument in the application of such section, subsection, or provision to persons or circumstances other than those to which it is held invalid, shall not be affected thereby, unless the effect of such invalidity shall be to substantially frustrate the expectations of the Parties. 31. Survival. The provisions of this Contract dealing with payment, warranty, indemnity, and forum for enforcement shall survive expiration or early termination of this Contract. General Services Contract 8 of 10 Specification No. CEMS22-27 Revision 032422 32. Governing Law. This Contract shall be governed by and interpreted under the laws of the State of California and the Parties submit to jurisdiction in the County of Orange in the event any action is brought in connection with this Contract or the performance thereof. 33. Notices. 33.1 All notices under this Contract must be in writing. Written notice shall be delivered by personal service, by electronic telecommunication, or sent by registered or certified mail, postage prepaid, return receipt requested, or by any other overnight delivery service which delivers to the noticed destination and provides proof of delivery to the sender. Rejection or other refusal to accept or the inability to deliver because of changed address for which no notice was given as provided hereunder shall be deemed to be receipt of the notice, demand, or request sent. All notices shall be effective when first received at the following addresses: OC San: Darius Ghazi Senior Buyer Orange County Sanitation District 10844 Ellis Avenue Fountain Valley, CA 92708 DGhazi@ocsan.gov Contractor: [Contact Name] [Contact Title] [Company Name] [Street Address] [City, State, Zip Code] [Email Address] 33.2 Each party shall provide the other party written notice of any change in address as soon as practicable. 34. Read and Understood. By signing this Contract, Contractor represents that it has read and understood the terms and conditions of the Contract. 35. Authority to Execute. The persons executing this Contract on behalf of the Parties warrant that they are duly authorized to execute this Contract and that by executing this Contract, the Parties are formally bound. 36. Entire Agreement. This Contract constitutes the entire agreement of the Parties and supersedes all prior written or oral communications and all contemporaneous oral agreements, understandings, and negotiations between the Parties with respect to the subject matter hereof. [Intentionally left blank. Signatures follow on the next page.] General Services Contract 9 of 10 Specification No. CEMS22-27 Revision 032422 IN WITNESS WHEREOF, intending to be legally bound, the Parties hereto have caused this Contract to be signed by their duly authorized representatives. Dated: Dated: Dated: Dated: CMM ORANGE COUNTY SANITATION DISTRICT M Chad P. Wanke Chair, Board of Directors Kelly A. Lore Clerk of the Board Ruth Zintzun Purchasing & Contracts Manager [CONTRACTOR] M Print Name and Title of Officer General Services Contract 10 of 10 Specification No. CEMS22-27 Revision 032422 EXHIBIT A SCOPE OF WORK CENTRAL GENERATION AUTOMATION/ CONTINUOUS EMISSIONS MONITORING SYSTEMS (CEMS) MAINTENANCE SERVICES SPECIFICATION NO. CEMS22-27 EXECUTIVE SUMMARY/OVERVIEW Orange County Sanitation District (OC San) operates three (3) 3500hp engines at Plant No .1 and five (5) 4200hp engines at Plant No. 2. The engines generate electricity using digester gas and natural gas as fuel sources. Contractor will maintain eight (8) Continuous Emissions Monitoring Systems (CEMS, Non -RECLAIM) and their associated appurtenances including the following: Plant 1: Unit 1 — 16BFCP755A, Unit 2 — 16CFCP755A, and Unit 3 — 16DFCP755A Plant 2: Unit 1 — 26BFCP753A, Unit 2 - 26CFCP753A, Unit 3 - 26DFCP753A, Unit 4 — 26EFCP753A, and Unit 5 — 26FFCP753A The term of this Maintenance Service Contract is five (5) years effective November 22, 2022 ending November 21, 2027. Purpose Contractor shall provide on -site CEMS maintenance services, consumables & repair parts, training, system compliance with applicable rule/ regulations, and reporting/engineering/regulatory report services. 2 Description Digester gas produced at Plant Nos. 1 and 2 is compressed, dried, and used as fuel in the engines coupled with generators to produce electricity. Digester gas is compressed and dried by running chilled water from the absorption chillers through a digester gas -to chilled water heat exchanger. The primary function of the engine generators is to produce electricity. Heat recovery systems installed on the engine exhaust and engine jacket water system are used for digester heating and building heating. Plant Nos. 1 and 2 are within the jurisdiction of the South Coast Air Quality Management District (SCAQMD). SCAQMD has established regulations aimed at reducing and controlling air emissions from combustion sources, such as the Central Generation engines. In February 2008, SCAQMD amended Rule 1110.2, lowering the emission limits for nitrogen oxides (NOx), volatile organic compounds (VOCs), and carbon monoxide (CO) from internal combustion engines. In 2009, Project J-79-1 installed control panels, PLCs, and operating software's for each engine. In 2016, OC San completed Project J- 111, which equipped the Central Generation engines at both plants with emission control systems (catalytic oxidizer/selective catalytic reduction system with digester gas cleaning systems) to comply with the reduced phased -in emission limits stipulated under SCAQMD Rule 1110.2 (now 1179.1). Each certified CEMS unit (Non -RECLAIM CEMS) measures nitrogen oxides (NOx), carbon monoxide (CO) and oxygen (02) concentrations on a dry basis from each engine exhaust stack. The CEMS units are certified in accordance with the monitoring requirements of the applicable protocols found in SCAQMD Rules 218 and 218.1 and EPA 40 CFR 60 Appendices B and F. EXHIBIT A Page 1 of 5 Specification No. CEMS22-27 3 Project/Work Elements 3.1 CEMS Maintenance Services 3.1.1 On -site Maintenance Contractor shall make every effort to notify OC San a minimum of one (1) week prior to scheduled maintenance visits. For each CEMS unit under this Contract, the following audits and maintenance activities are provided as applicable and at the frequencies required by the applicable rules and SCAQMD certification: The OC San Quality Assurance Plan (QAP) document is the controlling document for scheduled preventative maintenance activities and records (See Appendix A). 3.1.1.1 Monthly Maintenance Services In addition to the onsite-maintenance activities, the Contractor shall perform a total of sixty (60) monthly maintenance services as detailed in the OC San QAP which includes but is not limited to the following: a) Complete inspection to verify proper operation of entire system b) Perform leak checks on each system component c) Replace sample probe filters as required (Contractor to perform required tests if filters are replaced with non -identical filters) d) Replace sample conditioning filters as required e) Replace analyzer filters as required f) Rebuild analyzer sample pumps according to manufacturer's recommendation g) Rebuild sample transport pumps according to manufacturer's recommendation h) Verify zero air generator for proper operation i) Replace zero air generator filters / chemicals as required j) Perform manual calibrations as required k) Complete analyzer maintenance checklists 1) Perform flow monitor flow and leak checks m) Inspect and verify proper operation of HVAC Systems located on top of each CEMS units and perform any maintenance as needed n) Inspect and verify proper operation of Air Clean up Panels in the CEMS and perform any maintenance as needed o) Document and submit maintenance service visit reports 3.1.1.2 Quarterly Maintenance Services In addition to the maintenance services performed on a monthly basis, the Contractor shall perform a total of twenty (20) quarterly maintenance services as detailed in OC San's QAP (See Appendix A). 3.1.1.3 Semi-annual Maintenance Services In addition to the maintenance services performed on a monthly and quarterly basis, the Contractor shall perform a total of ten (10) semi-annual maintenance activities as detailed in OC San's QAP and in addition shall perform the following: a) Check and replace instrument air filters as needed b) Check calibration of the pressure and temperature transducers EXHIBIT A Page 2 of 5 Specification No. CEMS22-27 c) Quarterly Calibration Gas Audit (CGA) for three quarters of each year. The three quarterly CGAs will be performed for 1stquarter, 2nd quarter, and 3rd quarter of each year. 3.1.1.4 Annual Maintenance Services In addition to the maintenance services performed on a monthly, quarterly, and semi-annual frequency, the Contractor shall perform a total of five (5) annual maintenance services as detailed in OC San's QAP and in addition shall perform the following: a) Attend annual safety meetings conducted by the OC San b) Submit annual safety plan c) Provide annual certificate of insurance covering Contractor staff working on District premises d) Monthly maintenance e) Quarterly maintenance f) Bi-annual on -site inspection of system g) Maintain back-up configuration (image) of DAHS workstation and PLC programs h) Maintain version control of DAHS software system and PLC programs i) Assisting with Annual RATA 3.1.2 Regulatory Updates In 2021, SCAQMD adopted Rules 218.2, titled Continuous Emissions Monitoring Systems General Provisions, and 218.3, titled Continuous Emissions Monitoring Systems Performance Specifications. Under the Contract, the Contractor shall review the newly adopted rules, SCAQMD Rules 218.2 and 218.3, submit a CEMS update plan to OC San for consideration, and accordingly update the DAHS and the QAPs to incorporate the necessary changes as required by the aforementioned regulations no later than September 1, 2023. Additionally, the Contractor shall summarize the changes made to the DAHS and the QAPs and transmit the summary of those changes to OC San for review, discussion and staff training. At a minimum, the Contractor shall assume multiple training sessions equating to 4- hours of staff training on the updates implemented. 3.1.3 Consumable & Repair Parts Contractor shall supply all consumable parts for five (5) years. Contractor shall be responsible to supply all repair parts necessary for the conductance of all repairs or equipment malfunction for five (5) years. At the end of the five (5) year Contract, Contractor shall replenish the OC San inventory of consumable and Repair Parts. OC San shall supply all calibration gases required to perform quarterly cylinder gas audits and daily calibrations. 3.1.4 Repair Services Contractor shall respond to a repair request within 48 hours or less of notification by the OC San. Contractor shall provide phone support to a site representative in an effort to identify the problem or dispatch a Contractor's service engineer to the site to resolve the stated problem. Direct contact numbers to be used during normal business hours and off -hours for incident response (i.e. repair service) shall be supplied upon award of contract. EXHIBIT A Page 3 of 5 Specification No. CEMS22-27 Pre -paid repair service includes identification of the problem and repair of the equipment as required. Contractor shall conduct any required testing triggered by Contractor performed activities under this Contract per the QAP. 3.2 Reporting Services 3.2.1 CGA Reporting Contractor shall generate three quarterly reports each year for submittal to OC San for review, comments, and file retention. Contractor will be required to coordinate with OC San in the generation of such reports, providing requested documentation in a timely manner so that the report deadlines may be met. All reporting issues or concerns identified by the Contractor will be directed to the OC San's designated contacts, capable of confirming plant operation and CEMS hardware maintenance activities. 3.2.2 Daily/Weekly DAHS Monitoring Contractor shall provide a list of daily and weekly CEMS/DAHS Monitoring tasks to OC San and additionally provide initial training to the CenGen PPOs and annual refresher thereafter, so all stakeholders are in a mutual understanding on what to expect in maintaining the CEMSs at its best performances. The training subjects at a minimum to cover activities performed by OC San's PPOs include: a) Data Validation Review b) Calibration Review, including what to do when CEMS calibrations drift out of Tolerance c) Alarm Review d) Exceedance Coding and Notification e) Monitor Downtime Coding f) Changing the calibration gas values in DAHS when changing out gas bottles g) Performing calibration gas bottle inventory and gas bottle change out 3.3 Engineering Services 3.3.1 On -Site Annual Engineering Configuration Review Contractor shall provide a total of five (5) on -site visits for engineering support with loading major software releases, implementing configuration changes, review of regulatory requirements, system inspection, disk clean-up, review of displays and alarms, and other related services. The OC San shall provide Contractor with a single point of contact while the services are performed on -site. The number of days allotted for this service shall be 1 day for each site - Plant No. 1 and Plant No. 2. Contractor shall be performing these annual on -site visits. 3.4 Regulatory Services 3.4.1 Annual Regulatory Consultation Annually, Contractor shall provide ten (10) hours of consultation on regulatory and certification related matters pertaining to EPA 40CFR60, SCAQMD Rule 1110.2, Rule 1179.1, Rule 218, Rule 218.1, Rule 218.2, and/or Rule 218.3. Consultation includes discussion of issues via telephone, electronic mail, in -person or virtual meetings, and provision of discussion papers. EXHIBIT A Page 4 of 5 Specification No. CEMS22-27 3.4.2 Annual QA/QC Review By July 1st of each calendar year, during the term of the Contract, the Contractor shall conduct an annual review of OC San's quality assurance/quality control plan in conjunction with OC San staff. Upon completion of this review, Contractor will generate a report documenting the plan's compliance with current EPA/ SCAQMD regulations or, should areas not be compliant, the report will detail areas where the plan is deficient and must be reviewed. If any discrepancies are noted between the QA/QC control plan and current EPA/ SCAQMD regulations either by the Contractor or OC San staff, the Contractor shall coordinate and address any QAP updates with OC San. 4 Staff Assistance Contractor will be assigned a single point of contact on this project ("Project Manager"). Any meetings and/or correspondence related to this project shall be scheduled and approved by the Project Manager. EXHIBIT A Page 5 of 5 Specification No. CEMS22-27 "� SAN ORANGE COUNTY SANITATION DISTRICT File #: 2022-2465 OPERATIONS COMMITTEE Agenda Report Agenda Date: 10/5/2022 Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714)593-7433 Agenda Item No: 6. FROM: James D. Herberg, General Manager Originator: Riaz Moinuddin, Director of Operations & Maintenance SUBJECT: IMPELLER PUMPS FOR GRIT HANDLING AT PLANT NO. 2 HEADWORKS GENERAL MANAGER'S RECOMMENDATION RECOMMENDATION: A. Approve a Sole Source Purchase Order to Flo -Systems, Inc. for the procurement of two Trillium Pumps USA Inc., WEMCO Impeller Pumps for Plant No. 2 Headworks for a total amount not to exceed $128,265, plus applicable sales tax and shipping; and B. Approve a contingency of $12,826 (10%). BACKGROUND There are currently six Fairbanks Twin Pumps in operation at Plant No. 2 Headworks. These pumps are used for grit handling with three pumps matching a clockwise water vortex and three matching a counterclockwise flow vortex. Fairbanks has discontinued the Twin Pumps line and the manufacturing of all related spare parts. Orange County Sanitation District (OC San) staff identified WEMCO Impeller Pumps, manufactured by Trillium Pumps USA Inc. which are distributed by Flo -Systems, Inc. as like -kind pump replacements. OC San Engineers verified hydraulic requirements and physical fit of replacement pumps. RELEVANT STANDARDS • 24/7/365 treatment plant reliability • Maintain a proactive asset management program • Comply with environmental permit requirements PROBLEM Existing grit pumps are obsolete and can no longer be reliably maintained. Replacement parts are no longer available for pump repairs. Orange County Sanitation District Page 1 of 2 Printed on 9/27/2022 powered by LegistarTIM File #: 2022-2465 Agenda Date: 10/5/2022 Agenda Item No: 6. PROPOSED SOLUTION Approve the purchase of two in -kind replacement pumps: one clockwise rotation pump and one counterclockwise rotation pump as spare inventory to be added to the warehouse. TIMING CONCERNS Existing pumps are 12 years old and showing signs of wear. Spares will be used to replace pumps in operation, as needed. RAMIFICATIONS OF NOT TAKING ACTION Extended down time waiting for the purchase of replacement equipment when failures occur. PRIOR COMMITTEE/BOARD ACTIONS N/A ADDITIONAL INFORMATION Staff performed extensive research on the compatibility for a direct replacement of the existing obsolete Fairbanks pumps; no other pump manufacturer, other than WEMCO, was deemed able to provide a direct replacement which requires no changes to piping configuration, motor, or base. CEQA N/A 1;11►/_1►[a/_1Wde7►R11IQ4:?-A1101ki&? This request complies with authority levels of OC San's Purchasing Ordinance. This recommendation will be funded under the Repairs and Maintenance line item for Plant No. 2 Maintenance Division (Proposed Budget Fiscal Years 2022-2023 and 2023-2024, Adopted June 22, 2022, Section 6, Page 96), and the available funding is sufficient for this action. Date of Approval Contract Amount Contingency 10/05/2022 $128,265 + sales tax & shipping $12,826 (10%) ATTACHMENT The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package: N/A Orange County Sanitation District Page 2 of 2 Printed on 9/27/2022 powered by LegistarTM SAN ORANGE COUNTY SANITATION DISTRICT OPERATIONS COMMITTEE Agenda Report Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714)593-7433 File #: 2022-2328 Agenda Date: 10/5/2022 Agenda Item No: 7. FROM: James D. Herberg, General Manager Originator: Kathy Millea, Director of Engineering SUBJECT: EDINGER PUMP STATION REPLACEMENT, PROJECT NO. 11-33 GENERAL MANAGER'S RECOMMENDATION RECOMMENDATION: Recommend to the Board of Directors to: A. Approve a Professional Design Services Agreement with Arcadis U.S., Inc. to provide engineering services for Edinger Pump Station Replacement, Project No. 11-33, for an amount not to exceed $3,125,590; and B. Approve a contingency of $312,560 (10%). BACKGROUND Orange County Sanitation District's (OC San) Edinger Pump Station is an underground facility located within public right of way under Edinger Avenue in the City of Huntington Beach. The pump station was constructed in 1965 and must handle an estimated four million gallons per day during peak wet weather conditions. Edinger Pump Station Rehabilitation Study, Project No. PS15-02, concluded that the pump station should be replaced in a new location rather than rehabilitated in place due to the condition of the pump station, electrical and safety code deficiencies, and the difficulty of maintaining the existing pump station. Edinger Pump Station Replacement, Project No. 11-33, has been planned and budgeted as part of OC San's 20-year Capital Improvement Program to replace the pump station. RELEVANT STANDARDS • Meet or exceed sanitary sewer overflow regulations • Operate and maintain facilities to minimize impacts on surrounding communities, including odor, noise, and lighting • Comply with California Government Code §4526: Select the "best qualified firm" and "negotiate fair and equitable fees" • Ensure the public's money is wisely spent Orange County Sanitation District Page 1 of 4 Printed on 9/27/2022 powered by LegistarTIA File #: 2022-2328 Agenda Date: 10/5/2022 Agenda Item No: 7. PROBLEM Edinger Pump Station is near the end of its useful life, does not meet current codes and safety standards, and the existing pumping capacity is not able to meet anticipated future peak wet weather flows. In addition, the current access to the pump station is through a hatch in the sidewalk. Regular maintenance of the pump station requires the closure of the sidewalk which impacts pedestrian and bike movement; and monthly wet well cleaning requires the closure of a vehicular travel lane, shoulder, and sidewalk. PROPOSED SOLUTION Replace the existing pump station which is at the end of its useful life with a new pump station which will have better and safer access, be built to OC San's current safety requirements and applicable building and electrical codes, and will be designed to handle future capacity requirements. TIMING CONCERNS If the project is delayed, equipment could fail resulting in unexpected facility downtime. Such failures could result in sanitary sewer overflows, significant repair costs, and increased operation and maintenance resources. RAMIFICATIONS OF NOT TAKING ACTION The existing pump station, which is at the end of its useful life, will not be replaced and would increase reliability risks and risk sanitary sewer overflows due to these failures. PRIOR COMMITTEE/BOARD ACTIONS 107M ADDITIONAL INFORMATION Consultant Selection: OC San requested and advertised for proposals for Edinger Pump Station Replacement, Project No. 11-33, on March 29, 2022. The following evaluation criterion were described in the Request for Proposals (RFP) and used to determine the most qualified Consultant. CRITERION WEIGHT Project Understanding and Approach 35% Related Project Experience 30% Project Team and Staff Qualifications 35% Two proposals were received on May 17, 2022 and evaluated in accordance with the evaluation process set forth in OC San's Purchasing Ordinance by a pre -selected Evaluation Team consisting of the following OC San staff: Senior Engineer (Project Manager), Engineer (Project Engineer), Orange County Sanitation District Page 2 of 4 Printed on 9/27/2022 powered by LegistarTM File #: 2022-2328 Agenda Date: 10/5/2022 Agenda Item No: 7. Engineering Supervisor (Electrical), Engineering Supervisor (Planning), Engineering Supervisor, (Collections Facilities-Operations/Maintenance), and Senior Contracts Administrator (Non -voting member). The Evaluation Team scored the proposals based on the established criteria as summarized in the table below. Firm Approach Related Team (Max Total (Max 35) Experience 35) Score (Max 30) (Max 100) 1 Arcadis U.S., Inc. 24 23 28 75 2 KM Consulting Engineers, Inc. 1 P0 P2 3 Based on the Evaluation Committee's review, both Consultants were invited for interviews that were held on June 21, 2022. Following the interviews, each member of the Evaluation Team scored the Consultants based on both the proposals and interviews using the evaluation criterion and weighting described above. Based on the scoring shown below, Arcadis, U.S., Inc. was selected as the most qualified Consultant. Firm Approach Related Team Total (Max 35) Experience (Max 35) Score (Max 30) (Max 100) 1 Arcadis U.S., Inc. 24 25 27 76 2 KM Consulting Engineers, Inc., P5 P3 P6 V4 -71 The selected firm provided a more experienced design team that has worked on more similar projects for OC San and several other agencies. This firm has also presented a clear understanding of the project and how they will deliver the scoped project. In particular, their proposal stood out in terms of identifying and addressing construction -phase challenges and risks. The proposed team's experience, qualifications, and staff utilization best matched OC San's needs for this project Review of Fee Proposal and Negotiations: Proposals were accompanied by sealed fee proposals. In accordance with OC San's Purchasing Ordinance, the fee proposal of only the highest -ranked firm was opened after approval by the Director of Engineering of the Evaluation Committee's recommendation. Meetings were held with Arcadis U.S., Inc. to review the required project elements, clarify components of the Scope of Work, discuss any assumptions made for the estimated level of effort, and ensure a thorough understanding of the proposed approach to meet the goals and objectives for the project. These negotiations resulted in modifications to the level of effort for various project tasks including combining some meetings and submittals. Orange County Sanitation District Page 3 of 4 Printed on 9/27/2022 powered by LegistarTM File #: 2022-2328 Agenda Date: 10/5/2022 Agenda Item No: 7. Total Hours Total Fee Original Fee Proposal 15,030 $3,397,488 Negotiated Fee Proposal 13,706 $3,125,590 The Consultant's fringe and overhead costs, which factor into the billing rate, have been substantiated. The agreement profit is 5.89%, which is based on an established formula included in OC San's standard design agreements. Based on the above, staff has determined that the final negotiated fee is fair and reasonable for the level of effort required for this project and recommends approval of the Professional Design Services Agreement to Arcadis, U.S., Inc. Construction Cost Estimate Increase: The budgeted amount for the professional design services agreement $1,600,000 is insufficient. This original budget was based on a construction cost estimate which has been substantiated to be too low by a more recent independent construction cost estimate. Currently, there's sufficient budget in the overall project contingency to cover this added cost. Furthermore, although the recent construction cost estimate is much higher than the previous cost estimate, staff recommends not requesting additional budget increase to cover the increase in the construction cost until after the Preliminary Design Report for the project is completed. This will allow the Consultant to evaluate potential cost saving ideas and to update the construction cost estimate based on the decisions made during the Preliminary Design phase. CEQA The Project is included in the Facilities Master Plan 2020 Program Environmental Impact Report, State Clearinghouse Number 2019070998. FINANCIAL CONSIDERATIONS This request complies with authority levels of OC San's Purchasing Ordinance. This item has been budgeted (Adopted Budget, Fiscal Years 2022-2023 and 2023-2024, Section 8, Page 14, Edinger Pump Station Replacement, Project No. 11-33) and the budget is sufficient for the recommended action. Although additional budget will be required for the increase in the construction cost estimate, staff recommends waiting until after the Preliminary Design phase of the project to request additional budget. ATTACHMENT The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package: • Professional Design Services Agreement • Presentation HK- tk Orange County Sanitation District Page 4 of 4 Printed on 9/27/2022 powered by LegistarTM PROFESSIONAL DESIGN SERVICES AGREEMENT This PROFESSIONAL DESIGN SERVICES AGREEMENT, (hereinafter referred to as "Agreement"), is made and entered into to be effective the 26th day of October, 2022 by and between the ORANGE COUNTY SANITATION DISTRICT, (hereinafter referred to as "OC SAN"), and Arcadis U.S., Inc., (hereinafter referred to as "CONSULTANT"). WITNESSETH: WHEREAS, OC SAN desires to engage CONSULTANT for Edinger Pump Station Replacement, Project No. 11-33; and to provide professional design services for replacing the existing Edinger Pump Station with a new facility, (Services) and WHEREAS, CONSULTANT is qualified to provide the necessary services in connection with these requirements and has agreed to provide the necessary professional services; and WHEREAS, OC SAN has adopted procedures for the selection of professional design services and has proceeded in accordance with said procedures to select CONSULTANT to perform the Services; and WHEREAS, at its regular meeting on October 26, 2022 the Board of Directors, by Minute Order, accepted the recommendation of the Operations Committee pursuant to OC SAN's Ordinance No. OC SAN-56 to approve this Agreement. NOW, THEREFORE, in consideration of the promises and mutual benefits, which will result to the parties in carrying out the terms of this Agreement, it is mutually agreed as follows: SCOPE OF WORK The CONSULTANT agrees to furnish necessary professional and technical services to accomplish those project elements outlined in the Scope of Work attached hereto as Attachment "A", and by this reference made a part of this Agreement. A. The CONSULTANT shall be responsible for the professional quality, technical accuracy, completeness, and coordination of all design, drawings, specifications, and other services furnished by the CONSULTANT under this Agreement, including the work performed by its subconsultants (Subconsultants). Where approval by OC SAN is indicated, it is understood to be conceptual approval only and does not relieve the CONSULTANT of responsibility for complying with all laws, codes, industry standards, and liability for damages caused by errors, omissions, noncompliance with industry standards, and/or negligence on the part of the CONSULTANT or Subconsultants. B. The CONSULTANT is responsible for the quality of work prepared under this Agreement and shall ensure that all work is performed to the standards of best engineering practice for clarity, uniformity, and completeness. The CONSULTANT shall respond to all of OC SAN's questions, comments, suggestions, corrections, and recommendations (i.e., DS1, DS2, DS3, and FDS). All comments shall be incorporated into the design prior to the next submittal deadline or addressed, in writing, as to why the comment has not been PDSA Revised 110221 PROJECT NO. 11-33 EDINGER PUMP STATION REPLACEMENT Page 1 of 19 incorporated. The CONSULTANT shall ensure that each submittal is 100% accurate for the level of work submitted (i.e., correct references, terms, capitalization, or equal status, spelling, punctuation, etc.) C. In the event that work is not performed to the satisfaction of OC SAN and does not conform to the requirements of this Agreement or any applicable industry standards, the CONSULTANT shall, without additional compensation, promptly correct or revise any errors or deficiencies in its designs, drawings, specifications, or other services within the timeframe specified by the Project Engineer/Project Manager. OC SAN may charge to the CONSULTANT all costs, expenses and damages associated with any such corrections or revisions. D. All CAD drawings, figures, and other work shall be produced by the CONSULTANT and Subconsultants using the OC SAN CAD Manual. Conversion of CAD work from any other non-standard CAD format to OC SAN format shall not be acceptable in lieu of this requirement. Electronic files shall conform to OC SAN specifications. Any changes to these specifications by the CONSULTANT are subject to review and approval of OC SAN. Electronic files shall be subject to an acceptance period of 30 calendar days during which OC SAN shall perform appropriate reviews and including CAD Manual compliance. The CONSULTANT shall correct any discrepancies or errors detected and reported within the acceptance period at no additional cost to OC SAN. E. The CONSULTANT shall ensure that all plans and specifications prepared or recommended under this Agreement allow for competitive bidding. The CONSULTANT shall design such plans or specifications so that procurement of services, labor or materials are not available from only one source, and shall not design plans and specifications around a single or specific product, piece of major equipment or machinery, a specific patented design or a proprietary process, unless required by principles of sound engineering practice and supported by a written justification that has been approved in writing by OC SAN. The CONSULTANT shall submit this written justification to OC SAN prior to beginning work on such plans and specifications. Whenever the CONSULTANT recommends a specific product or equipment for competitive procurement, such recommendation shall include at least two brand names of products that are capable of meeting the functional requirements applicable to the project. F. All professional services performed by the CONSULTANT, including but not limited to all drafts, data, correspondence, proposals, reports, and estimates compiled or composed by the CONSULTANT, pursuant to this Agreement, are for the sole use of OC SAN, its agents and employees. Neither the documents nor their contents shall be released to any third party without the prior written consent of OC SAN. This provision does not apply to information that (a) was publicly known, or otherwise known to the CONSULTANT, at the time that it was disclosed to the CONSULTANT by OC SAN, (b) subsequently becomes publicly known to the CONSULTANT other than through disclosure by OC SAN. PDSA Revised 110221 PROJECT NO. 11-33 EDINGER PUMP STATION REPLACEMENT Page 2 of 19 2. COMPENSATION Total compensation shall be paid to the CONSULTANT for the Services in accordance with the following provisions: A. Total Compensation Total compensation shall be in an amount not to exceed Three Million One Hundred Twenty -Five Thousand Five Hundred Ninety Dollars ($3,125,590). Total compensation to the CONSULTANT including burdened labor (salaries plus benefits), overhead, profit, direct costs, and Subconsultant(s) fees and costs shall not exceed the sum set forth in Attachment "E" - Fee Proposal. B. Labor As a portion of the total compensation to be paid to the CONSULTANT, OC SAN shall pay to the CONSULTANT a sum equal to the burdened salaries (salaries plus benefits) actually paid by the CONSULTANT charged on an hourly -rate basis to this project and paid to the personnel of the CONSULTANT. Upon request of OC SAN, the CONSULTANT shall provide OC SAN with certified payroll records of all employees' work that is charged to this project. C. Overhead As a portion of the total compensation to be paid to the CONSULTANT, OC SAN shall compensate the CONSULTANT and Subconsultants for overhead at the rate equal to the percentage of burdened labor as specified in Attachment "E" - Fee Proposal. D. Profit Profit for the CONSULTANT and Subconsultants shall be a percentage of consulting services fees (Burdened Labor and Overhead). When the consulting or subconsulting services amount is $250,000 or less, the maximum Profit shall be 10%. Between $250,000 and $2,500,000, the maximum Profit shall be limited by a straight declining percentage between 10% and 5%. For consulting or subconsulting services fees with a value greater than $2,500,000, the maximum Profit shall be 5%. Addenda shall be governed by the same maximum Profit percentage after adding consulting services fees. As a portion of the total compensation to be paid to the CONSULTANT and Subconsultants, OC SAN shall pay profit for all services rendered by the CONSULTANT and Subconsultants for this project according to Attachment "E" - Fee Proposal. E. Subconsultants PDSA Revised 110221 For any Subconsultant whose fees for services are greater than or equal to $100,000 (excluding out-of-pocket costs), the CONSULTANT shall pay to PROJECT NO. 11-33 EDINGER PUMP STATION REPLACEMENT Page 3 of 19 Subconsultant total compensation in accordance with the Subconsultant amount specified in Attachment "E" - Fee Proposal. For any Subconsultant whose fees for services are less than $100,000, the CONSULTANT may pay to Subconsultant total compensation on an hourly -rate basis per the attached Minor Subconsultant Hourly Rate Schedule and as specified in the Scope of Work. OC SAN shall pay to the CONSULTANT the actual costs of Subconsultant fees and charges in an amount not to exceed the sum set forth in Attachment "E" - Fee Proposal. F. Direct Costs OC SAN shall pay to the CONSULTANT and Subconsultants the actual costs of permits and associated fees, travel and licenses for an amount not to exceed the sum set forth in Attachment "E" - Fee Proposal. OC SAN shall also pay to the CONSULTANT actual costs for equipment rentals, leases or purchases with prior approval of OC SAN. Upon request, the CONSULTANT shall provide to OC SAN receipts and other documentary records to support the CONSULTANT's request for reimbursement of these amounts, refer to Attachment "D" - Allowable Direct Costs. All incidental expenses shall be included in overhead pursuant to Section 2 - COMPENSATION above. G. Other Direct Costs Other Direct Costs incurred by the CONSULTANT and its contractor due to modifications to the Scope of Work resulting from field investigations and field work required by the Agreement. These items may include special equipment, test equipment and tooling and other materials and services not previously identified. Refer to Attachment "D" - Allowable Direct Costs for payment information. H. Reimbursable Direct Costs PDSA Revised 110221 OC SAN will reimburse the CONSULTANT for reasonable travel and business expenses as described in this section and further described in Attachment "D" - Allowable Direct Costs to this Agreement. The reimbursement of the above - mentioned expenses will be based on an "accountable plan" as considered by the Internal Revenue Service (IRS). The plan includes a combination of reimbursements based upon receipts and a "per diem" component approved by the IRS. The most recent schedule of the per diem rates utilized by OC SAN can be found on the U.S. General Services Administration (GSA) website at http://www.gsa.gov/portal/category/104711 #. The CONSULTANT shall be responsible for the most economical and practical means of management of reimbursable costs inclusive but not limited to travel, lodging and meals arrangements. OC SAN shall apply the most economic and practical method of reimbursement which may include reimbursements based upon receipts and/or "per diem" as deemed the most practical. PROJECT NO. 11-33 EDINGER PUMP STATION REPLACEMENT Page 4 of 19 The CONSULTANT shall be responsible for returning to OC SAN any excess reimbursements after the reimbursement has been paid by OC SAN. Travel and travel arrangements — Any travel involving airfare, overnight stays or multiple day attendance must be approved by OC SAN in advance. Local Travel is considered travel by the CONSULTANT within OC SAN general geographical area which includes Orange, Los Angeles, Ventura, San Bernardino, Riverside, San Diego, Imperial, and Kern Counties. Automobile mileage is reimbursable if the CONSULTANT is required to utilize personal vehicle for local travel. Lodging — Overnight stays will not be approved by OC SAN for local travel. However, under certain circumstances overnight stay may be allowed at the discretion of OC SAN based on reasonableness of meeting schedules and the amount of time required for travel by the CONSULTANT. Such determination will be made on a case -by -case basis and at the discretion of OC SAN. Travel Meals — Per -diem rates as approved by the IRS shall be utilized for travel meals reimbursements. Per diem rates shall be applied to meals that are appropriate for travel times. Receipts are not required for the approved meals. Additional details related to the reimbursement of the allowable direct costs are provided in the Attachment "D" - Allowable Direct Costs of this Agreement. Limitation of Costs If, at any time, the CONSULTANT estimates the cost of performing the services described in the CONSULTANT's Proposal will exceed 75% of the not -to -exceed amount of the Agreement, including approved additional compensation, the CONSULTANT shall notify OC SAN immediately, and in writing. This written notice shall indicate the additional amount necessary to complete the services. Any cost incurred in excess of the approved not -to -exceed amount, without the express written consent of OC SAN's authorized representative shall be at the CONSULTANT's own risk. This written notice shall be provided separately from, and in addition to any notification requirements contained in the CONSULTANT's invoice and monthly progress report. Failure to notify OC SAN that the services cannot be completed within the authorized not -to -exceed amount is a material breach of this Agreement. 3. REALLOCATION OF TOTAL COMPENSATION OC SAN, by its Director of Engineering, shall have the right to approve a reallocation of the incremental amounts constituting the total compensation, provided that the total compensation is not increased. 4. PAYMENT A. Monthly Invoice: The CONSULTANT shall include in its monthly invoice, a detailed breakdown of costs associated with the performance of any corrections or revisions of the work for that invoicing period. The CONSULTANT shall PDSA PROJECT NO. 11-33 Revised 110221 EDINGER PUMP STATION REPLACEMENT Page 5 of 19 allocate costs in the same manner as it would for payment requests as described in this Section of the Agreement. The CONSULTANT shall warrant and certify the accuracy of these costs and understand that submitted costs are subject to Section 11 - AUDIT PROVISIONS. B. The CONSULTANT may submit monthly or periodic statements requesting payment for those items included in Section 2 - COMPENSATION hereof in the format as required by OC SAN. Such requests shall be based upon the amount and value of the work and services performed by the CONSULTANT under this Agreement and shall be prepared by the CONSULTANT and accompanied by such supporting data, including a detailed breakdown of all costs incurred and project work performed during the period covered by the statement, as may be required by OC SAN. Upon approval of such payment request by OC SAN, payment shall be made to the CONSULTANT as soon as practicable of 100% of the invoiced amount on a per task basis. If OC SAN determines that the work under this Agreement or any specified task hereunder, is incomplete and that the amount of payment is in excess of: The amount considered by OC SAN's Director of Engineering (DOE) to be adequate for the protection of OC SAN; or ii. The percentage of the work accomplished for each task. OC SAN may, at the discretion of the DOE, retain an amount equal to that which ensures that the total amount paid to that date does not exceed the percentage of the completed work for each task or the project in its entirety. C. The CONSULTANT may submit periodic payment requests for each 30-day period of this Agreement for the profit as set forth in Section 2 - COMPENSATION above. Said profit payment request shall be proportionate to the work actually accomplished to date on a per task basis. In the event the DOE determines that no satisfactory progress has been made since the prior payment, or in the event of a delay in the work progress for any reason, OC SAN shall have the right to withhold any scheduled proportionate profit payment. D. Upon satisfactory completion by the CONSULTANT of the work called for under the terms of this Agreement, and upon acceptance of such work by OC SAN, the CONSULTANT will be paid the unpaid balance of any money due for such work, including any retained percentages relating to this portion of the work. E. Upon satisfactory completion of the work performed hereunder and prior to final payment under this Agreement for such work, or prior settlement upon termination of this Agreement, and as a condition precedent thereto, the CONSULTANT shall execute and deliver to OC SAN a release of all claims against OC SAN arising under or by virtue of this Agreement other than such claims, if any, as may be specifically exempted by the CONSULTANT from the operation of the release in stated amounts to be set forth therein. PDSA Revised 110221 PROJECT NO. 11-33 EDINGER PUMP STATION REPLACEMENT Page 6 of 19 F. Pursuant to the California False Claims Act (Government Code Sections 12650-12655), any CONSULTANT that knowingly submits a false claim to OC SAN for compensation under the terms of this Agreement may be held liable for treble damages and up to a Ten Thousand Dollars ($10,000) civil penalty for each false claim submitted. This Section shall also be binding on all Subconsultants. A CONSULTANT or Subconsultant shall be deemed to have submitted a false claim when the CONSULTANT or Subconsultant: a) knowingly presents or causes to be presented to an officer or employee of OC SAN a false claim or request for payment or approval; b) knowingly makes, uses, or causes to be made or used a false record or statement to get a false claim paid or approved by OC SAN; c) conspires to defraud OC SAN by getting a false claim allowed or paid by OC SAN; d) knowingly makes, uses, or causes to be made or used a false record or statement to conceal, avoid, or decrease an obligation to OC SAN; or e) is a beneficiary of an inadvertent submission of a false claim to OC SAN, and fails to disclose the false claim to OC SAN within a reasonable time after discovery of the false claim. 5. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR) REGISTRATION AND RECORD OF WAGES A. To the extent the CONSULTANT's employees and/or Subconsultants who will perform work during the design and preconstruction phases of a construction contract for which Prevailing Wage Determinations have been issued by the DIR and as more specifically defined under Labor Code Section 1720 et seq, the CONSULTANT and Subconsultants shall comply with the registration requirements of Labor Code Section 1725.5. Pursuant to Labor Code Section 1771.4, the work is subject to compliance monitoring and enforcement by the DIR. B. The CONSULTANT and Subconsultants shall maintain accurate payroll records and shall comply with all the provisions of Labor Code Section 1776, and shall submit payroll records to the Labor Commissioner pursuant to Labor Code Section 1771.4(a)(3). Penalties for non-compliance with the requirements of Section 1776 may be deducted from progress payments per Section 1776. C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants shall furnish a copy of all certified payroll records to OC SAN and/or general public upon request, provided the public request is made through OC SAN, the Division of Apprenticeship Standards or the Division of Labor Standards Enforcement of the DIR. D. The CONSULTANT and Subconsultants shall comply with the job site notices posting requirements established by the Labor Commissioner per Title 8, California Code of Regulation Section 16461(e). PDSA Revised 110221 PROJECT NO. 11-33 EDINGER PUMP STATION REPLACEMENT Page 7 of 19 6. DOCUMENT OWNERSHIP — SUBSEQUENT CHANGES TO PLANS AND SPECIFICATIONS A. Ownership of Documents for the Services performed. All documents, including but not limited to, original plans, studies, sketches, drawings, computer printouts and disk files, and specifications prepared in connection with or related to the Scope of Work or Services, shall be the property of OC SAN. OC SAN's ownership of these documents includes use of, reproduction or reuse of and all incidental rights, whether or not the work for which they were prepared has been performed. OC SAN ownership entitlement arises upon payment or any partial payment for work performed and includes ownership of any and all work product completed prior to that payment. This Section shall apply whether the CONSULTANT's Services are terminated: a) by the completion of the Agreement, or b) in accordance with other provisions of this Agreement. Notwithstanding any other provision of this paragraph or Agreement, the CONSULTANT shall have the right to make copies of all such plans, studies, sketches, drawings, computer printouts and disk files, and specifications. B. The CONSULTANT shall not be responsible for damage caused by subsequent changes to or uses of the plans or specifications, where the subsequent changes or uses are not authorized or approved by the CONSULTANT, provided that the service rendered by the CONSULTANT was not a proximate cause of the damage. 7. INSURANCE A. General Insurance shall be issued and underwritten by insurance companies acceptable to OC SAN. Insurers must have an "A-" Policyholder's Rating, or better, and Financial Rating of at least Class Vill, or better, in accordance with the most current A.M. Best's Guide Rating. However, OC SAN will accept State Compensation Insurance Fund, for the required policy of Workers' Compensation Insurance subject to OC SAN's option to require a change in insurer in the event the State Fund financial rating is decreased below "B". Further, OC SAN will require the CONSULTANT to substitute any insurer whose rating drops below the levels herein specified. Said substitution shall occur within 20 days of written notice to the CONSULTANT, by OC SAN or its agent. iii. Coverage shall be in effect prior to the commencement of any work under this Agreement. B. General Liability PDSA Revised 110221 The CONSULTANT shall maintain during the life of this Agreement, including the period of warranty, commercial general liability insurance written on an occurrence basis providing the following minimum limits of liability coverage: Two Million Dollars ($2,000,000) per occurrence with Four Million Dollars PROJECT NO. 11-33 EDINGER PUMP STATION REPLACEMENT Page 8 of 19 ($4,000,000) aggregate. If aggregate limits apply separately to this contract (as evidenced by submission of ISO form CG 25 03 or 25 04), then the aggregate limit may be equivalent to the per occurrence limit. Said insurance shall include coverage for the following hazards: premises -operations, blanket contractual liability (for this Agreement), products liability/completed operations (including any product manufactured or assembled), broad form property damage, blanket contractual liability, independent contractors liability, personal and advertising injury, mobile equipment, owners and contractors protective liability, and cross liability and severability of interest clauses. A statement on an insurance certificate will not be accepted in lieu of the actual additional insured endorsement(s). If requested by OC SAN and applicable, XCU coverage (Explosion, Collapse and Underground) and Riggers/On Hook Liability must be included in the general liability policy and coverage must be reflected on the submitted certificate of insurance. Where permitted by law, the CONSULTANT hereby waives all rights of recovery by subrogation because of deductible clauses, inadequacy of limits of any insurance policy, limitations or exclusions of coverage, or any other reason against OC SAN, its or their officers, agents, or employees, and any other consultant, contractor, or subcontractor performing work or rendering services on behalf of OC SAN in connection with the planning, development, and construction of the project. In all its insurance coverages related to the work, the CONSULTANT shall include clauses providing that each insurer shall waive all of its rights of recovery by subrogation against OC SAN, its or their officers, agents, or employees, or any other consultant, contractor, or subcontractor performing work or rendering services at the project. Where permitted by law, the CONSULTANT shall require similar written express waivers and insurance clauses from each of its Subconsultants of every tier. A waiver of subrogation shall be effective as to any individual or entity, even if such individual or entity (a) would otherwise have a duty of indemnification, contractual or otherwise, (b) did not pay the insurance premium, directly or indirectly, and (c) whether or not such individual or entity has an insurable interest in the property damaged. C. Umbrella Excess Liability The minimum limits of general liability and automobile liability insurance required, as set forth herein, shall be provided for through either a single policy of primary insurance or a combination of policies of primary and umbrella excess coverage. Umbrella excess liability coverage shall be issued with limits of liability which, when combined with the primary insurance, will equal the minimum limits for general liability and automobile liability. D. Automobile/Vehicle Liability Insurance PDSA Revised 110221 The CONSULTANT shall maintain a policy of automobile liability insurance on a comprehensive form covering all owned, non -owned, and hired automobiles, trucks, and other vehicles providing the following minimum limit of liability coverage: combined single limit of One Million Dollars ($1,000,000). A statement on an insurance certificate will not be accepted in lieu of the actual additional insured endorsement. PROJECT NO. 11-33 EDINGER PUMP STATION REPLACEMENT Page 9 of 19 E. Drone Liability Insurance If a drone will be used, drone liability insurance must be maintained by the CONSULTANT in the amount of One Million Dollars ($1,000,000) in a form acceptable to OC SAN. F. Workers' Compensation Insurance The CONSULTANT shall provide such workers' compensation insurance as required by the Labor Code of the State of California in the amount of the statutory limit, including employer's liability insurance with a minimum limit of One Million Dollars ($1,000,000) per occurrence. Such workers' compensation insurance shall be endorsed to provide for a waiver of subrogation in favor of OC SAN. A statement on an insurance certificate will not be accepted in lieu of the actual endorsements unless the insurance carrier is State of California Insurance Fund and the identifier "SCIF" and endorsement numbers 2570 and 2065 are referenced on the certificate of insurance. If an exposure to Jones Act liability may exist, the insurance required herein shall include coverage for Jones Act claims. G. Errors and Omissions/Professional Liability The CONSULTANT shall maintain in full force and effect, throughout the term of this Agreement, standard industry form professional negligence errors and omissions insurance coverage in an amount of not less than Five Million Dollars ($5,000,000) with limits in accordance with the provisions of this paragraph. If the policy of insurance is written on a "claims made" basis, said policy shall be continued in full force and effect at all times during the term of this Agreement, and for a period of five years from the date of the completion of the Services hereunder. In the event of termination of said policy during this period, the CONSULTANT shall obtain continuing insurance coverage for the prior acts or omissions of the CONSULTANT during the course of performing the Services under the term of this Agreement. Said coverage shall be evidenced by either a new policy evidencing no gap in coverage or by separate extended "tail" coverage with the present or new carrier. In the event the present policy of insurance is written on an "occurrence" basis, said policy shall be continued in full force and effect during the term of this Agreement or until completion of the Services provided for in this Agreement, whichever is later. In the event of termination of said policy during this period, new coverage shall be obtained for the required period to insure for the prior acts of the CONSULTANT during the course of performing the Services under the term of this Agreement. The CONSULTANT shall provide to OC SAN a certificate of insurance in a form acceptable to OC SAN indicating the deductible or self -retention amounts and the expiration date of said policy and shall provide renewal certificates not less than 10 days prior to the expiration of each policy term. PDSA PROJECT NO. 11-33 Revised 110221 EDINGER PUMP STATION REPLACEMENT Page 10 of 19 H PDSA Revised 110221 Proof of Coverage The CONSULTANT shall furnish OC SAN with original certificates and amendatory endorsements effecting coverage. Said policies and endorsements shall conform to the requirements herein stated. All certificates and endorsements are to be received and approved by OC SAN before work commences. OC SAN reserves the right to require, at any time, complete, certified copies of all required insurance policies, including endorsements, effecting the coverage required. The following are approved forms that must be submitted as proof of coverage: • Certificate of Insurance ACORD Form 25 or other equivalent certificate of insurance form • Additional Insurance The combination of (ISO Forms) (General Liability) CG 20 10 and CG 20 37 All other additional insured endorsements must be submitted for approval by OC SAN, and OC SAN may reject alternatives that provide different or less coverage to OC SAN. • Additional Insured Submit endorsement provided by carrier for (Automobile Liability) OC SAN approval. • Waiver of Subrogation Submit workers' compensation waiver of subrogation endorsement provided by carrier for OC SAN approval. • Cancellation Notice No endorsement is required. However, the CONSULTANT is responsible for notifying OC SAN of any pending or actual insurance policy cancellation, as described in Article I. Cancellation and Policy Change Notice, below. Cancellation and Policy Change Notice The CONSULTANT is required to notify OC SAN in writing of any insurance cancellation notice it receives or other knowledge of pending or actual insurance policy cancellation within two working days of receipt of such notice or acquisition of such knowledge. Additionally, the CONSULTANT is required to notify OC SAN in writing of any change in the terms of insurance, including reduction in coverage or increase in deductible/SIR, within two working days of receipt of such notice or knowledge of same. Said notices shall be mailed to OC SAN at: ORANGE COUNTY SANITATION DISTRICT 10844 Ellis Avenue, Fountain Valley, CA 92708 Attention: Contracts, Purchasing & Materials Management Division PROJECT NO. 11-33 EDINGER PUMP STATION REPLACEMENT Page 11 of 19 Primary Insurance The general and automobile liability policies shall contain a Primary and "Non Contributory" clause. Any other insurance maintained by OC SAN shall be excess and not contributing with the insurance provided by the CONSULTANT. K. Separation of Insured The general and automobile liability policies shall contain a "Separation of Insureds" clause. L. Non -Limiting (if applicable) Nothing in this document shall be construed as limiting in any way, nor shall it limit the indemnification provision contained in this Agreement, or the extent to which the CONSULTANT may be held responsible for payment of damages to persons or property. M. Deductibles and Self -Insured Retentions Any deductible and/or self -insured retention must be declared to OC SAN on the certificate of insurance. All deductibles and/or self -insured retentions require approval by OC SAN. At the option of OC SAN, either: the insurer shall reduce or eliminate such deductible or self -insured retention as respects OC SAN; or the CONSULTANT shall provide a financial guarantee satisfactory to OC SAN guaranteeing payment of losses and related investigations, claim administration and defense expenses. N. Defense Costs The general and automobile liability policies shall have a provision that defense costs for all insureds and additional insureds are paid in addition to and do not deplete any policy limits. O. Subconsultants The CONSULTANT shall be responsible to establish insurance requirements for any Subconsultant hired by the CONSULTANT. The insurance shall be in amounts and types reasonably sufficient to deal with the risk of loss involving the Subconsultant's operations and work. P. Limits Are Minimums If the CONSULTANT maintains higher limits than any minimums shown above, then OC SAN requires and shall be entitled to coverage for the higher limits maintained by the CONSULTANT. PDSA PROJECT NO. 11-33 Revised 110221 EDINGER PUMP STATION REPLACEMENT Page 12 of 19 8. SCOPE CHANGES In the event of a change in the Scope of Work or other terms in the Agreement, as requested by OC SAN, the parties hereto shall execute an amendment to this Agreement setting forth with particularity all terms of the new Agreement, including but not limited to, any additional CONSULTANT's fees. CONULTANT hereby agrees to use any and all procedures, programs, and systems required by OC SAN to process and execute such Amendment(s), including, but not limited to, computer programs and systems. 9. PROJECT TEAM AND SUBCONSULTANTS The CONSULTANT shall provide to OC SAN, prior to execution of this Agreement, the names and full description of all Subconsultants and the CONSULTANT's project team members anticipated to be used on this project by the CONSULTANT. The CONSULTANT shall include a description of the scope of work to be done by each Subconsultant and each of the CONSULTANT's project team members. The CONSULTANT shall include the respective compensation amounts for the CONSULTANT and each Subconsultant on a per task basis, broken down as indicated in Section 2 - COMPENSATION. The CONSULTANT may perform the Services through a combination of its own employees and employees of Arcadis U.S., Inc. affiliates and that the use of such affiliates labor shall not be deemed a subcontract for purposes of this Agreement. There shall be no substitution of the listed Subconsultants and the CONSULTANT's project team members without prior written approval by OC SAN. 10. ENGINEERING REGISTRATION The CONSULTANT's personnel are comprised of registered engineers and a staff of specialists and draftsmen in each department. The firm itself is not a registered engineer but represents and agrees that wherever in the performance of this Agreement requires the services of a registered engineer, such services hereunder will be performed under the direct supervision of registered engineers. 11. AUDIT PROVISIONS A. OC SAN retains the reasonable right to access, review, examine, and audit, any and all books, records, documents, and any other evidence of procedures and practices that OC SAN determines are necessary to discover and verify that the CONSULTANT is in compliance with all requirements under this Agreement. The CONSULTANT shall include OC SAN's right as described above, in any and all of their subcontracts, and shall ensure that these rights are binding upon all Subconsultants. B. OC SAN retains the right to examine the CONSULTANT's books, records, documents and any other evidence of procedures and practices that OC SAN determines are necessary to discover and verify all direct and indirect costs, of whatever nature, which are claimed to have been incurred, or PDSA PROJECT NO. 11-33 Revised 110221 EDINGER PUMP STATION REPLACEMENT Page 13 of 19 anticipated to be incurred or to ensure the CONSULTANT's compliance with all requirements under this Agreement during the term of this Agreement and for a period of three years after its termination. C. The CONSULTANT shall maintain complete and accurate records in accordance with generally accepted industry standard practices and OC SAN's policy. The CONSULTANT shall make available to OC SAN for review and audit, all project related accounting records and documents, and any other financial data within 15 days after receipt of notice from OC SAN. Upon OC SAN's request, the CONSULTANT shall submit exact duplicates of originals of all requested records to OC SAN. If an audit is performed, the CONSULTANT shall ensure that a qualified employee of the CONSULTANT will be available to assist OC SAN's auditor in obtaining all project related accounting records and documents, and any other financial data. 12. LEGAL RELATIONSHIP BETWEEN PARTIES The legal relationship between the parties hereto is that of an independent contractor and nothing herein shall be deemed to make the CONSULTANT an employee of OC SAN. 13. NOTICES All notices hereunder and communications regarding the interpretation of the terms of this Agreement, or changes thereto, shall be effected by delivery of said notices in person or by depositing said notices in the U.S. mail, registered or certified mail, return receipt requested, postage prepaid. Notices shall be mailed to OC SAN at: ORANGE COUNTY SANITATION DISTRICT 10844 Ellis Avenue, Fountain Valley, CA 92708 Attention: Larry Roberson, Senior Contracts Administrator Copy: Hardat Khublall, Project Manager Notices shall be mailed to CONSULTANT at: ARCADIS U.S., INC. 320 Commerce, Suite 200, Irvine, CA 92602 Attention: Harmik Aghanian, Associate Vice President/Project Manger Copy: Christine A. Cotton, Senior Vice President/Principal-in-Charge All communication regarding the Scope of Work, will be addressed to the Project Manager. Direction from other OC SAN's staff must be approved in writing by OC SAN's Project Manager prior to action from the CONSULTANT. 14. TERMINATION OC SAN may terminate this Agreement at any time, without cause, upon giving 30 days written notice to the CONSULTANT. In the event of such termination, the CONSULTANT shall be entitled to compensation for work performed on a prorated basis through and including the effective date of termination. PDSA PROJECT NO. 11-33 Revised 110221 EDINGER PUMP STATION REPLACEMENT Page 14 of 19 The CONSULTANT shall be permitted to terminate this Agreement upon 30 days written notice only if the CONSULTANT is not compensated for billed amounts in accordance with the provisions of this Agreement, when the same are due. Notice of termination shall be mailed to OC SAN and/or the CONSULTANT in accordance with Section 13 - NOTICES. 15. DOCUMENTS AND STUDY MATERIALS The documents and study materials for this project shall become the property of OC SAN upon the termination or completion of the work. The CONSULTANT agrees to furnish to OC SAN copies of all memoranda, correspondence, computation and study materials in its files pertaining to the work described in this Agreement, which is requested in writing by OC SAN. 16. COMPLIANCE A. Labor The CONSULTANT certifies by the execution of this Agreement that it pays employees not less than the minimum wage as defined by law, and that it does not discriminate in its employment with regard to race, color, religion, sex or national origin; that it is in compliance with all federal, state and local directives and executive orders regarding non-discrimination in employment; and that it agrees to demonstrate positively and aggressively the principle of equal opportunity in employment. B. Air Pollution The CONSULTANT and Subconsultants and contractors shall comply with all applicable federal, state and local air pollution control laws and regulations. C. Iran Contracting Act The CONSULTANT and Subconsultants and contractors shall comply with the Iran Contracting Act of 2010 (Public Contract Code sections 2200-2208). 17. AGREEMENT EXECUTION AUTHORIZATION Both OC SAN and the CONSULTANT do covenant that each individual executing this document by and on behalf of each party is a person duly authorized to execute agreements for that party. 18. DISPUTE RESOLUTION In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS"), or similar organization or entity conducting alternate dispute resolution services. PDSA PROJECT NO. 11-33 Revised 110221 EDINGER PUMP STATION REPLACEMENT Page 15 of 19 19. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS If any action at law or in equity or if any proceeding in the form of an Alternative Dispute Resolution (ADR) is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, costs and necessary disbursements in addition to any other relief to which it may be entitled. 20. PROGRESS REPORTS Monthly progress reports shall be submitted for review by the 101" day of the following month and must include as a minimum: 1) current activities, 2) future activities, 3) potential items that are not included in the Scope of Work, 4) concerns and possible delays, 5) percentage of completion, and 6) budget status. 21. WARRANTY The CONSULTANT shall perform its services in accordance with generally accepted industry and professional standards. If, within the 12-month period following completion of its services, OC SAN informs the CONSULTANT that any part of the services fails to meet those standards, the CONSULTANT shall, within the time prescribed by OC SAN, take all such actions as are necessary to correct or complete the noted deficiency(ies). 22. INDEMNIFICATION To the fullest extent permitted by law, the CONSULTANT shall indemnify, defend (at the CONSULTANT's sole cost and expense and with legal counsel approved by OC SAN, which approval shall not be unreasonably withheld), protect and hold harmless OC SAN and all of OC SAN's officers, directors, employees, consultants, and agents (collectively the "Indemnified Parties"), from and against any and all claims, damages, liabilities, causes of action, suits, arbitration awards, losses, judgments, fines, penalties, costs and expenses (including, without limitation, attorneys' fees, disbursements and court costs, and all other professional, expert or the CONSULTANT's fees and costs and OC SAN's general and administrative expenses; individually, a "Claim"; collectively, "Claims") which may arise from or are in any manner related, directly or indirectly, to any work performed, or any operations, activities, or services provided by the CONSULTANT in carrying out its obligations under this Agreement to the extent of the negligent, recklessness and/or willful misconduct of the CONSULTANT, its principals, officers, agents, employees, the CONSULTANT's suppliers, the CONSULTANT, Subconsultants, contractors, and/or anyone employed directly or indirectly by any of them, regardless of any contributing negligence or strict liability of an Indemnified Party. Notwithstanding the foregoing, nothing herein shall be construed to require the CONSULTANT to indemnify the Indemnified Parties from any Claim arising solely from: (A) the active negligence or willful misconduct of the Indemnified Parties; or (B) a natural disaster or other act of God, such as an earthquake; or (C) the independent action of a third party who is neither one of the Indemnified Parties nor the CONSULTANT, nor its principal, officer, agent, employee, nor the CONSULTANT's supplier, the CONSULTANT, Subconsultant, contractor, nor anyone employed directly or indirectly by any of them. PDSA PROJECT NO. 11-33 Revised 110221 EDINGER PUMP STATION REPLACEMENT Page 16 of 19 Exceptions (A) through (B) above shall not apply, and the CONSULTANT shall, to the fullest extent permitted by law, indemnify the Indemnified Parties, from Claims arising from more than one cause if any such cause taken alone would otherwise result in the obligation to indemnify hereunder. The CONSULTANT's liability for indemnification hereunder is in addition to any liability the CONSULTANT may have to OC SAN for a breach by the CONSULTANT of any of the provisions of this Agreement. Under no circumstances shall the insurance requirements and limits set forth in this Agreement be construed to limit the CONSULTANT's indemnification obligation or other liability hereunder. The terms of this Agreement are contractual and the result of negotiation between the parties hereto. Accordingly, any rule of construction of contracts (including, without limitation, California Civil Code Section 1654) that ambiguities are to be construed against the drafting party, shall not be employed in the interpretation of this Agreement. 23. DUTY TO DEFEND The duty to defend hereunder is wholly independent of and separate from the duty to indemnify and such duty to defend shall exist regardless of any ultimate liability of the CONSULTANT and shall be consistent with Civil Code Section 2782.8. Such defense obligation shall arise immediately upon presentation of a Claim by any person if, without regard to the merit of the Claim, such Claim could potentially result in an obligation to indemnify one or more Indemnified Parties, and upon written notice of such Claim being provided to the CONSULTANT. Payment to the CONSULTANT by any Indemnified Party or the payment or advance of defense costs by any Indemnified Party shall not be a condition precedent to enforcing such Indemnified Party's rights to indemnification hereunder. In the event a final judgment, arbitration, award, order, settlement, or other final resolution expressly determines that the claim did not arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT, to any extent, then OC SAN will reimburse the CONSULTANT for the reasonable costs of defending the Indemnified Parties against such claims. The CONSULTANT's indemnification obligation hereunder shall survive the expiration or earlier termination of this Agreement until such time as action against the Indemnified Parties for such matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 24. CONSULTANT PERFORMANCE The CONSULTANT's performance shall be evaluated by OC SAN. A copy of the evaluation shall be sent to the CONSULTANT for comment. The evaluation, together with the comments, shall be retained by OC SAN and may be considered in future CONSULTANT selection processes. 25. COMPLIANCE WITH OC SAN POLICIES AND PROCEDURES The CONSULTANT shall comply with all OC SAN policies and procedures including Attachment "L" - Contractor Safety Standards to this Agreement, as applicable, all of which may be amended from time to time. PDSA PROJECT NO. 11-33 Revised 110221 EDINGER PUMP STATION REPLACEMENT Page 17 of 19 26. CLOSEOUT When OC SAN determines that all work authorized under the Agreement is fully complete and that OC SAN requires no further work from the CONSULTANT, or the Agreement is otherwise terminated or expires in accordance with the terms of the Agreement, OC SAN shall give the CONSULTANT written notice that the Agreement will be closed out. The CONSULTANT shall submit all outstanding billings, work submittals, deliverables, reports or similarly related documents as required under this Agreement within 30 days of receipt of notice of Agreement closeout. Upon receipt of the CONSULTANT's submittals, OC SAN shall commence a closeout audit of the Agreement and will either: Give the CONSULTANT a final Agreement Acceptance: or Advise the CONSULTANT in writing of any outstanding item or items which must be furnished, completed, or corrected at the CONSULTANT's cost. The CONSULTANT shall be required to provide adequate resources to fully support any administrative closeout efforts identified in this Agreement. Such support must be provided within the timeframe requested by OC SAN. Notwithstanding the final Agreement Acceptance the CONSULTANT will not be relieved of its obligations hereunder, nor will the CONSULTANT be relieved of its obligations to complete any portions of the work, the non -completion of which were not disclosed to OC SAN (regardless of whether such nondisclosures were fraudulent, negligent, or otherwise); and the CONSULTANT shall remain obligated under all those provisions of the Agreement which expressly or by their nature extend beyond and survive final Agreement Acceptance. Any failure by OC SAN to reject the work or to reject the CONSULTANT's request for final Agreement Acceptance as set forth above shall not be deemed to be acceptance of the work by OC SAN for any purpose nor imply acceptance of, or agreement with, the CONSULTANT's request for final Agreement Acceptance. 27. ENTIRE AGREEMENT This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. PDSA PROJECT NO. 11-33 Revised 110221 EDINGER PUMP STATION REPLACEMENT Page 18 of 19 IN WITNESS WHEREOF, this Agreement has been executed in the name of OC SAN and the CONSULTANT by their respective duly authorized officers as of the day and year first written above. ARCADIS U.S., INC. By Printed Name & Title Date ORANGE COUNTY SANITATION DISTRICT By By Chad P. Wanke Date Board Chairman Kelly A. Lore Date Clerk of the Board Ruth Zintzun Date Purchasing & Contracts Manager Attachments: Attachment "A" — Scope of Work Attachment "B" — Labor Hour Matrix Attachment "C" — Not Attached Attachment "D" — Allowable Direct Costs Attachment "E" — Fee Proposal Attachment "F" — Not Used Attachment "G" — Not Attached Attachment "H" — Not Used Attachment "I" — Cost Matrix and Summary Attachment "J" — Not Attached Attachment "K" — Minor Subconsultant Hourly Rate Schedule Attachment "L" — Contractor Safety Standards Attachment "M" — Iran Contracting Act Verification LDR PDSA PROJECT NO. 11-33 Revised 110221 EDINGER PUMP STATION REPLACEMENT Page 19 of 19 August 2022 11-33 — Final Negotiated Design SOW Page 1 of 55 August 2022 11-33 — Final Negotiated Design SOW Page 2 of 55 Edinger Pump Station Replacement, Project No. 11-33 Professional Design Services Agreement Attachment A — Scope of Work August 2022 11-33 — Final Negotiated Design SOW Page 3 of 55 TABLE OF CONTENTS 1. PROJECT REQUIREMENTS................................................................................................................7 1.0 SUMMARY......................................................................................................................7 1.0.1 Professional Design Engineering Services............................................................7 1.1 BACKGROUND..............................................................................................................7 1.2 GENERAL PROJECT DESCRIPTION.......................................................................8 1.3 DESCRIPTION OF PROJECT ELEMENTS..............................................................9 1.3.1 Project Element 1 — Underground Pump Station .................................................. 9 1.3.2 Project Element 2 — Electrical building, on -site transformer, and standby power 10 1.3.3 Project Element 3 — Dual force mains, discharge structure, and gravity sewers. 12 1.3.4 Project Element 4 — Flood control channel modifications..................................12 1.3.5 Project Element 5 — Odor control facilities.........................................................12 1.3.6 Project Element 6 — Demolish and remove existing pump station and gravity system 12 1.3.7 Project Element 7 — Pump station site and security improvements .....................13 1.3.8 Project Element 8 — Sunset channel access gate.................................................13 1.3.9 Coordination with Other Projects........................................................................ 14 1.4 DESIGN CONSIDERATIONS....................................................................................14 1.4.1 Technology and configuration choices................................................................14 1.4.2 Design Decisions................................................................................................. 14 1.4.3 Design Selection Criteria..................................................................................... 14 1.4.4 Project Element Description Revisions...............................................................14 1.4.5 Cost Estimate....................................................................................................... 14 1.5 PROJECT SCHEDULE...............................................................................................14 1.5.1 General................................................................................................................14 2. PHASE 2 — PRELIMINARY DESIGN..................................................................................................15 2.0 Preliminary Design Execution......................................................................................16 2.0.1 Major Decisions..................................................................................................16 2.1 Predesign Evaulation Studies (NOT USED)...............................................................16 2.2 Preliminary Design Production....................................................................................16 2.2.1 General................................................................................................................16 2.2.2 Design Memos.....................................................................................................16 2.2.3 Preliminary Design Drawings.............................................................................18 2.2.4 Preliminary Design Report (PDR) Production, Contents and Organization .......19 2.2.5 Preliminary Design Cost Estimate...................................................................... 19 2.3 Preliminary Design Activities.......................................................................................19 2.3.1 Hydraulic modeling............................................................................................. 19 2.3.2 On -site odor control evaluation...........................................................................20 2.3.3 On -Site Standby Power Analysis........................................................................ 20 2.3.4 Waterproofing Approach..................................................................................... 21 2.3.5 Shoring and dewatering Methods........................................................................21 2.3.6 Temporary Facilities During Construction.......................................................... 21 2.3.7 Easements, Property Boundaries and Work Area Limits .................................... 22 2.3.8 Topographic Survey............................................................................................ 22 2.3.9 Geotechnical Investigation ..................................................................................23 2.3.10 Utility Investigation............................................................................................. 25 2.3.11 Fire Protection Services.......................................................................................28 August 2022 11-33 — Final Negotiated Design SOW Page 4 of 55 2.3.12 Electrical Load Measurements (NOT USED).....................................................28 2.3.13 Public Relations...................................................................................................28 2.3.14 Value Engineering Assistance (NOT USED) ...................................................... 28 2.3.15 Environmental Documentation............................................................................28 2.3.16 Permitting Assistance.......................................................................................... 29 2.3.17 Project Management............................................................................................ 31 2.3.18 Risk Management................................................................................................ 31 2.3.19 Quality Control.................................................................................................... 32 2.4 PDR Workshops and Meetings.................................................................................... 32 2.4.1 General................................................................................................................32 2.4.2 Mandatory consultant training............................................................................. 32 2.4.3 PDR Production Workshops............................................................................... 32 2.4.4 PDR Review Workshops..................................................................................... 33 2.4.5 Maintainability Workshops................................................................................. 33 2.4.6 PDR Constructability Workshop......................................................................... 34 2.4.7 Technical Progress Meetings............................................................................... 34 2.4.8 Focused Meetings................................................................................................ 34 2.4.9 Coordination with Other Projects Meetings........................................................ 35 2.4.10 Stormwater Compliance Meeting........................................................................ 36 3. PHASE 3 — DESIGN............................................................................................................................36 3.0 Bid Documents...............................................................................................................36 3.0.1 General................................................................................................................36 3.0.2 Engineering Design Guideline Updates.............................................................. 36 3.0.3 General Requirements and Additional General Requirements ............................ 36 3.0.4 Design submittals................................................................................................ 37 3.0.5 Cable and Conduit Schedule............................................................................... 37 3.0.6 Commissioning Plan Materials........................................................................... 37 3.0.7 Equipment and Instrumentation Database (EID)................................................ 38 3.0.8 SCADA Administration Tool (SAT).................................................................. 38 3.0.9 Construction Submittal Items List.......................................................................38 3.0.10 Temporary Facilities During Contruction........................................................... 38 3.1 Design Support Documentation................................................................................... 38 3.1.1 Design Submittal Support Documentation.......................................................... 38 3.1.2 Construction Cost Estimate.................................................................................39 3.1.3 Construction Schedule.........................................................................................39 3.1.4 Procurement Alternatives.................................................................................... 40 3.2 Design Activities............................................................................................................ 40 3.2.1 Hydraulic Modeling............................................................................................ 40 3.2.2 On -site Odor Control Evaluation........................................................................ 40 3.2.3 On -site standby Power Analysis.......................................................................... 40 3.2.4 Waterproofing Approach..................................................................................... 40 3.2.5 Shoring and Dewatering Methods....................................................................... 40 3.2.6 Temporary Facilities During Construction.......................................................... 40 3.2.7 Easements, Property Boundaries and Work Area Limits....................................40 3.2.8 Topographic Survey............................................................................................ 41 3.2.9 Utility Investigation............................................................................................. 41 3.2.10 Fire Protection Services.......................................................................................41 3.2.11 Noise Evaluation Services...................................................................................41 3.2.12 Traffic Control Services...................................................................................... 41 3.2.13 Public Relations...................................................................................................42 August 2022 11-33 — Final Negotiated Design SOW Page 5 of 55 3.2.14 Environmental Documentation............................................................................ 42 3.2.15 Permitting assistance........................................................................................... 42 3.2.16 Project Management............................................................................................42 3.2.17 Risk Management................................................................................................ 42 3.2.18 Quality Control....................................................................................................42 3.3 Design Workshops and Meetings.................................................................................42 3.3.1 General................................................................................................................42 3.3.2 Design Phase Workshops.................................................................................... 42 3.3.3 Pre-DS3 Constructability Workshop...................................................................43 3.3.4 Design Phase Meetings....................................................................................... 44 3.3.5 Virtual Consultant Office Technical Meetings(VCOTMs).................................45 3.3.6 Coordination with Other Projects Meetings........................................................46 3.3.7 Commissioning Team Meetings..........................................................................46 3.3.8 Safety and Risk Meeting..................................................................................... 47 3.3.9 Construction Submittal Items List Meeting........................................................ 47 3.3.10 Stormwater Compliance Meeting........................................................................ 47 3.4 Bid Phase Support Services..........................................................................................47 3.4.1 Bid Phase Support Services.................................................................................47 3.4.2 Bid Evaluation Assistance...................................................................................47 3.4.3 Conformed Document Preparation...................................................................... 47 4. PHASE 4 — CONSTRUCTION AND INSTALLATION SERVICES.....................................................48 5. PHASE 5 — COMMISSIONING SERVICES........................................................................................48 6. PHASE 6 — CLOSE OUT....................................................................................................................48 7. GENERAL REQUIREMENTS.............................................................................................................48 7.0 GENERAL..................................................................................................................... 48 7.0.1 OC SAN Engineering Design Guidelines and Strategic Plan ............................. 48 7.0.2 Project Phases and Tasks.....................................................................................49 7.0.3 Construction Sequencing and Constraints...........................................................49 7.0.4 Working Hours.................................................................................................... 49 7.0.5 Standard Drawings and Typical Details.............................................................. 49 7.0.6 Software.............................................................................................................. 49 7.0.7 Submittal Review using Bluebeam..................................................................... 50 7.0.8 Word Track Changes........................................................................................... 50 7.0.9 GIS Submittals.................................................................................................... 50 8. PROJECT -SPECIFIC DEVIATIONS FROM OC SAN DESIGN GUIDELINES..................................51 8.0 ENGINEERING DESIGN GUIDELINES CHAPTER 01, "DESIGN GUIDELINES — GENERAL REQUIREMENTS"........................................................................................... 51 8.0.1 Section 01.2.19 "Life Cycle Costs"..................................................................... 51 8.0.2 ENGINEERING DESIGN GUIDELINES CHAPTER 06, "MECHANICAL DESIGN"........................................................................................................................ 51 8.0.3 ENGINEERING DESIGN GUIDELINES CHAPTER 10, "ELECTRICAL DESIGNCRITERIA"....................................................................................................52 8.0.4 ENGINEERING DESIGN GUIDELINES, CHAPTER 11, "INSTRUMENTATION AND CONTROL".................................................................. 52 9. STAFF ASSISTANCE......................................................................................................................... 53 10. EXHIBITS............................................................................................................................................53 August 2022 11-33 — Final Negotiated Design SOW Page 6 of 55 August 2022 11-33 — Final Negotiated Design SOW Page 7 of 55 1. PROJECT REQUIREMENTS 1.0 SUMMARY 1.0.1 PROFESSIONAL DESIGN ENGINEERING SERVICES A. Provide professional design engineering services for the project described herein including the following: 1. Preliminary Design Report 2. Permitting assistance 3. Preparation of bid documents 1.1 BACKGROUND The existing Edinger Pump Station (Exhibit 19A — Existing Edinger Pump Station Record Drawings) is an underground pump station that was built in 1965 and is located in the City of Huntington Beach. The majority of the existing pump station is in the public right of way immediately south of the Westminster Channel, approximately 150 feet east of the intersection of Edinger Avenue and Graham Street. A small portion is in an easement granted by Orange County Flood Control District (OCFCD) in 1965. Existing gravity facilities in the area include a 36-inch influent pipe that conveys flow into the wet well, one diversion manhole located immediately downstream of the pump station and two vitrified clay pipes (15 and 24 inches in diameter) that flow east along Edinger Avenue downstream of the pump station. Although reliable, the pump station is nearing the end of its useful life. For instance, the electrical and control equipment do not meet current safety standards, the existing pump capacity is not able to meet anticipated future peak wet weather flows (see Exhibit 19B — Project FR12-035 Record Drawings for information on relatively recent pump replacement work), condition assessment of the wet well indicated a remaining useful life of approximately 10-15 years, and a condition assessment of the dry well structure revealed a high likelihood of active corrosion of the rebar. See Exhibit 19C — Edinger Pump Station Rehabilitation Study Final Report (Appendix A.2) for a comprehensive evaluation of the existing pump station. For these reasons and safety concerns inherent to working within the public street, OC SAN has decided to construct a new pump station outside the public right of way (for reference - see Figure 1). August 2022 11-33 — Final Negotiated Design SOW Page 8 of 55 Figure 1 — Future Edinger Pump Station Location 1.2 GENERAL PROJECT DESCRIPTION The project consists of replacing the existing Edinger Pump Station with a new pump station located on the southwest corner of the intersection of Edinger Avenue and Graham Street, adjacent to the Sunset Channel, an active flood control facility which is also owned and operated by OCFCD. As you can see in Figure 1, the future pump station site is immediately adjacent to residential homes in the area. Currently, the site is predominantly used by OCFCD to access the Sunset Channel for emergency operations as well as regular maintenance activities. Once the pump station is constructed, it is the intent of OCFCD to continue this practice. The new pump station will consist of an underground dry well/wet well and an above grade electrical building. Reconfiguration of the upstream gravity sewers will be necessary to convey flow to the newly constructed pump station. Dual force mains will be constructed and will connect to a new discharge structure downstream. Additional facilities include civil, mechanical, electrical, instrumentation, and control systems necessary for a fully functioning pump station. Except for constructing flood control channel slope stability improvements, on -site improvements are minimal and are expected to match the functionality of the existing site components (fencing, gates, softscape, etc.). Once the new pump station is built the existing pump station will be demolished and removed in its entirety. All OC SAN projects are divided into six phases. The CONSULTANT shall provide engineering services for all Project Elements listed in this Scope of Work for the following Phases: Phase 1 — Project Development (Not included in this Scope of Work) Phase 2 — Preliminary Design Phase 3 — Design Phase 4 — Construction (Not included in this Scope of Work) August 2022 11-33 — Final Negotiated Design SOW Page 9 of 55 Phase 5 — Commissioning (Not included in this Scope of Work) Phase 6 — Close Out (Not included in this Scope of Work) 1.3 DESCRIPTION OF PROJECT ELEMENTS Detailed descriptions of the Project Elements are presented below. 1.3.1 PROJECT ELEMENT 1 — UNDERGROUND PUMP STATION A. The underground pump station element includes a reinforced concrete structure that consist of a dry well and a wet well. See Exhibit 19D — Edinger Pump Station Conceptual Design Drawings showing the proposed pump station layout, prepared as part of the Edinger Pump Station Rehabilitation Study (PS15-02). The structure must be able to withstand AASHTO H-20 loading profile that includes static and dynamic loading from large maintenance and construction vehicles. Flowrates (MGD) are shown in the table below: 2017 2040 2040 2040 MDWF ADWF PDWF PWWF 0.3 1.0 1.6 4.0 The following list of components provided for both the dry well and the wet well is not meant to be all inclusive; simply to provide the CONSULTANT with an overview of the equipment necessary to design a fully functioning pump station. B. Dry well 1. The dry well will be sized to house the following components and provide the necessary access required for operations and maintenance: a) Mechanical: ■ Main sewage pumps o Pump configuration: two duty pumps and one standby pump; all the same size ■ Sump pumps o Submersible, non -clog sewage pumps with chopper blades ■ Suction, discharge, header piping, and associated valves ■ Bridge crane ■ Ventilation equipment ■ Potable water service ■ Shower and eye wash station ■ Drainage piping ■ Supporting infrastructure such as stairs, guard rails, and tie -off points ■ Access hatch for entry and exit ■ Grade level access to the dry well for equipment removal b) Electrical ■ Pump Motors o Pump motors will be controlled by VFDs with constant speed bypass ■ Lighting ■ Wires, switches, panels, and all other electrical components needed to power and support mechanical and control equipment c) Instrumentation: August 2022 11-33 — Final Negotiated Design SOW Page 10 of 55 ■ Sump pump control panel ■ Flow meter ■ Gas monitoring equipment ■ Fire alarm system ■ Cleaning cycle recycle line flow meter C. Wet Well 1. Self-cleaning trench type wet well 2. The wet well will house the following equipment and provide the necessary access requirements for operations and maintenance: a) Mechanical: ■ Pump suction intakes ■ Suction piping ■ Pipe penetrations include drain lines from the force mains to the wet well and bleeder lines from the pumps ■ Manhole covers b) Instrumentation: ■ Level sensors ■ Gas monitoring equipment ■ Control panel for a manually initiated cleaning cycle D. Assumptions for Level of Effort 1. For estimating the predesign and design phase levels of effort, the CONSULTANT shall make the following assumptions regarding this project element: a. The underground pump station structure shall be designed to have a design life of 75 years. b. Groundwater depth is 20 feet below grade (Exhibit 19E — Edinger Pump Station Geotechnical Evaluation) The on -site controls will be designed so the pumps can be operated from the electrical room; access to the electrical room shall be located at least 1-foot above the 100-year flood plain limits (8.0 ft) and shall be at a minimum elevation of 13 ft. North American Vertical Datum of 1988 (NAVD88) 1.3.2 PROJECT ELEMENT 2— ELECTRICAL BUILDING, ON -SITE TRANSFORMER, AND STANDBY POWER A. Construct an at -grade electrical building to house the pump station electrical and control equipment and a restroom that is accessible through an exterior entrance (unlike the one shown on the conceptual drawing). The proposed location of the electrical building and transformer are shown in Exhibit 19D — Edinger Pump Station Conceptual Design Drawings; however, the final location will be determined during preliminary design. A preliminary list of the electrical and control equipment that will be included is shown below and preliminary sizing of the equipment is shown on the single line diagram in Exhibit 19F — Edinger Pump Station Conceptual Electrical Drawings: 1. Electrical a. Motor control center (MCC) (1) MCCs will be double -ended and arc -resistant with a key -interlocked, main -tie - tie -main breaker configuration b. Uninterruptible power supply (UPS) August 2022 11-33 — Final Negotiated Design SOW Page 11 of 55 (1) UPS panel will feed loads such as the PLCs, RIOs, HMI, network communication equipment, CCTV, fire alarm system, and security systems. The UPS will have an external bypass switch c. Variable frequency drives (VFDs) (1) The VFDs will be fitted with anti -ragging technology d. Portable generator connection e. Lighting f. Convenience receptacles 2. Instrumentation: a. ABB distributed control system (DCS) b. Local human machine interface (HMI) c. Communications (1) Communications shall have a dedicated service from the pump station to the OC SAN ICS network through a dedicated connection from the local telecom provider and cellular communications. (2) Second cellular communication connection for closed circuit television (CCTV) (3) Telephone line d. CCTV e. Fire alarm and security systems (1) The fire protection system shall have the ability to remotely notify OC SAN 3. Mechanical: a. Air conditioning and ventilation system (1) Weatherproof convenience receptacle will be provided near HVAC equipment and associated controls b. Restroom fixtures (1) Restroom fixtures will include a toilet and a sink (2) The drainpipes will be connected to an off -site gravity sewer isolated from wet well pressures and/or surcharged gravity sewers B. On -site transformer 1. Southern California Edison (SCE) will supply incoming power to the pump station via its own transformer. C. On -site Standby Power D. Assumptions for Level of Effort 1. For the purpose of estimating the predesign and design phase levels of effort, the CONSULTANT shall make the following assumptions regarding this project element: a. The electrical building structure shall have a design life of 75 years b. The electrical building shall be a masonry block building c. On -site power generation solution will consist of a diesel standby generator housed in a sound attenuated weatherproof enclosure with a base fuel tank. August 2022 11-33 — Final Negotiated Design SOW Page 12 of 55 1.3.3 PROJECT ELEMENT 3 — DUAL FORCE MAINS, DISCHARGE STRUCTURE, AND GRAVITY SEWERS A. The preliminary alignment and location of the upstream conveyance pipelines and manholes and the downstream force mains and discharge structure is shown in Exhibit 19D — Edinger Pump Station Conceptual Design Drawings. 1. 260 feet of dual 16-inch HDPE force mains. The preliminary profile of the force mains is shown in Exhibit 19G — Force Main Profile. 2. Reinforced concrete discharge structure that accommodates the discharge of both force mains and an air jumper a. Discharge structure shall be able to convey flow to one or both downstream gravity sewers. 3. 250 feet of 30-inch VCP. Preliminary profile of the gravity main is shown in Exhibit 19H — Gravity Sewer Profile. 4. Four 72-inch manholes a. One manhole shall be located on -site, out of the flow of traffic. The manhole will serve as an upstream intercept point for bypassing the wet well as well as a discharge point for recycle line during the wet well cleaning cycle. 1.3.4 PROJECT ELEMENT 4 — FLOOD CONTROL CHANNEL MODIFICATIONS A. Fill approximately 40 feet (estimated to be 800 cubic yards) of the Sunset Channel and install an engineered slope stability solution. The location and approximate amount of fill is shown on Exhibit 19D — Edinger Pump Station Conceptual Design Drawings. The flood control channel slopes will need to withstand repeated heavy loading (AASHTO H-20) from large maintenance vehicles within approximately two feet of the top of slope. B. Assumptions for Level of Effort 1. For the purpose of estimating the predesign and design phase levels of effort, the CONSULTANT shall make the following assumptions regarding this project element: a. Soil from the pump station excavation site may be used as fill 1.3.5 PROJECT ELEMENT 5 — ODOR CONTROL FACILITIES A. Passive on -site odor control facility to mitigate fugitive odors from pump station wet well. B. Assumptions for Level of Effort 1. For the purpose of estimating the predesign and design phase levels of effort, the CONSULTANT shall make the following assumptions regarding this project element: a. An HDPE air jumper shall be installed in the same trench as the force main and be connected to the downstream discharge structure. 1.3.6 PROJECT ELEMENT 6 — DEMOLISH AND REMOVE EXISTING PUMP STATION AND GRAVITY SYSTEM A. Demolish and remove all existing pump station structures, equipment and supporting facilities. The record drawings for the existing pump station can be found in Exhibit 19A — Existing Edinger Pump Station Record Drawings. B. Abandon in place the existing upstream gravity facilities from the pump station to the tie-in point with the new pipe connections C. Assumptions for Level of Effort 1. For the purpose of estimating the predesign and design phase levels of effort, the CONSULTANT shall make the following assumptions regarding this project element: August 2022 11-33 — Final Negotiated Design SOW Page 13 of 55 a. The demolition and removal of the existing pump station will occur following complete commissioning and testing of the new pump station b. All existing pump station facilities and supporting infrastructure will be removed in their entirety and disposed of off -site per applicable regulatory requirements c. Excavation area will be backfilled per the more stringent of either the OCFCD or City of Huntington Beach requirements 1.3.7 PROJECT ELEMENT 7 — PUMP STATION SITE AND SECURITY IMPROVEMENTS A. Pump Station Site and Security Improvements 1. Perimeter fence and gates 2. Civil a. Improvements to adjacent hardscape (curb, gutter, driveway access, etc.) 3. Lighting 4. Security Equipment B. Assumptions for Level of Effort 1. For the purpose of estimating the predesign and design phase levels of effort, the CONSULTANT shall make the following assumptions regarding this project element: a. Perimeter fencing, gates, and landscaping (gravel overlay) shall match existing 1.3.8 PROJECT ELEMENT 8 — SUNSET CHANNEL ACCESS GATE A. Gate, concrete driveway, and turn around area, allowing access to the Sunset Channel north of the intersection of Meadowlark Street and Graham Street (see Figure 2, below). Figure 2 — Access Gate North of Meadowlark Drive and Graham Street Intersection B. Assumptions for Level of Effort August 2022 11-33 — Final Negotiated Design SOW Page 14 of 55 1. For the purpose of estimating the predesign and design phase levels of effort, the CONSULTANT shall make the following assumptions regarding this project element: a. The gravel, gate, and fencing should match existing site materials b. Mimic the operation and size of the gate at the new pump station site c. Grading of the site adjacent to the newly constructed gate will be necessary to design a gradual transition from the street elevation to the maintenance road elevation 1.3.9 COORDINATION WITH OTHER PROJECTS A. The following projects may impact or require coordination with this project: 1. J-120 Process Control Systems Upgrades 2. PS18-06 Go/No-Go Lights and Signage 1.4 DESIGN CONSIDERATIONS The following design considerations shall be carried from Preliminary Design through Final Design. 1.4.1 TECHNOLOGY AND CONFIGURATION CHOICES The project elements in this facility shall be achieved using proven technologies. Alternative means of accomplishing the project elements must be reviewed and accepted by OC SAN prior to detailed evaluation. All alternative technologies proposed should be currently operating in other wastewater treatment facilities of similar capacity. 1.4.2 DESIGN DECISIONS Design decisions shall be agreed upon by OC SAN prior to any work being performed by the CONSULTANT in preliminary and detailed design. All design decisions shall be documented. 1.4.3 DESIGN SELECTION CRITERIA A. Design selection shall consider construction, lifecycle, operation, and maintenance costs as well as process benefits and overall quality. When design recommendations are presented to OC SAN, the design selection criteria shall be clearly identified with the recommendation. B. The cost estimate shall consist of a life cycle cost analysis for the options proposed, including costs for engineering, construction, start-up, and operational and maintenance, and future rehabilitation and replacement. 1.4.4 PROJECT ELEMENT DESCRIPTION REVISIONS The CONSULTANT shall review and revise the Project Element Descriptions using track changes at the end of Preliminary Design and at each design submittal. Changes shall be submitted to OC SAN for review. 1.4.5 COST ESTIMATES A. The construction cost estimate shall be as described in Engineering Design Guidelines Section 01.4.6 included as Exhibit 17 - OC SAN Engineering Design Guidelines and Standards — Available online at https://www.ocsd.com/about-us/transparency/document- central/-folder-917.] 1.5 PROJECT SCHEDULE 1.5.1 GENERAL A. OC SAN will issue a general Notice to Proceed (NTP) for the sole purpose of authorizing commencement of the Agreement. The CONSULTANT shall execute the Scope of Work in Attachment "A" to the Agreement as described in the table below that lists the time frames associated with each major project deliverable and with OC SAN's review and approval of those deliverables. The CONSULTANT shall comply with the deadlines indicated in that table. August 2022 11-33 — Final Negotiated Design SOW Page 15 of 55 B. OC SAN's Project Manager will issue a Preliminary Design NTP. OC SAN's Project Manager will also issue a Final Design NTP upon OC SAN's acceptance of the final Preliminary Design Report. C. The time frames specified below are used to estimate the actual milestone dates based on the assumed NTP date, as shown in Exhibit 8 - Project Schedule Calculation. D. OC SAN will consider an alternative CONSULTANT -proposed schedule provided it is consistent with OC SAN resources and schedule constraints and adds value to OC SAN. PROJECT MILESTONE AND DEADLINES MILESTONE DEADLINE Notice to Proceed (Kickoff Meeting) The kickoff meeting will be scheduled to coincide with the Preliminary Design NTP. Preliminary Design NTP Submit draft Preliminary Design Report 180 workdays from the Preliminary Design NTP. The (PDR) CONSULTANT shall establish a schedule with the OC SAN's Project Manager for separately submitting working drafts of each Design Memo for OC SAN review prior to completing the draft PDR. This schedule shall factor in the logical sequence for completing the memos as well as both CONSULTANT and OC SAN's resources. OC SAN Review of draft PDR 20 workdays from receipt of Draft PDR Submit Final Preliminary Design Report 30 workdays from receipt of OC SAN comments on Draft PDR. OC SAN Review of Final PDR 20 workdays from receipt of Final PDR The CONSULTANT's schedule shall allow one working Final Design NTP day from completion of OC SAN's review of final PDR to receipt of the Final Design Phase NTP. Progress Workshop Substitution for DS1 60 workdays from Design Phase NTP. OC SAN Review of Progress Workshop 20 workdays from receipt of DS1 Substitution for DS1 Submit Design Submittal 2 (DS2) 80 workdays from receipt of OC SAN comments on Progress Workshop Substitution for DS1. OC SAN Review of DS2 20 workdays from receipt of DS2 Submit Design Submittal 3 (DS3) 70 workdays from receipt of OC SAN comments on DS2. OC SAN Review of DS3 20 workdays from receipt of DS3 Submit Final Design Submittal (FDS) 60 workdays from receipt of OC SAN comments on DS3. The CONSULTANT shall stop work upon submission of DS3, except as required to participate in OC SAN meetings, until receipt of OC SAN comments on DS3. OC SAN Review of FDS 20 workdays from receipt of FDS Final Technical Specifications and Plans 20 workdays from receipt of OC SAN comments on FDS. 2. PHASE 2 - PRELIMINARY DESIGN The preliminary design phase will define the project. The final deliverable of this phase will be a Preliminary Design Report (PDR) with the basis of design for all elements of the project. August 2022 11-33 — Final Negotiated Design SOW Page 16 of 55 2.0 PRELIMINARY DESIGN EXECUTION 2.0.1 MAJOR DECISIONS A. The CONSULTANT shall plan the resolution of major decisions through the following process: 1. Identify major decisions early and the timing required to prevent impacts to the project schedule. 2. Identity the decision -making method that will be used to gain OC San concurrence and provide appropriate opportunities for OC San provide input. 3. Identify and schedule at the start of the project the workshops, technical design meetings and focused meetings where major decisions will be made and include a list of required attendees. B. These decisions should be tracked on the Decision Log and flagged as a major decision. 2.1 PREDESIGN EVAULATION STUDIES (NOT USED) 2.2 PRELIMINARY DESIGN PRODUCTION 2.2.1 GENERAL A. Preliminary Design Report (PDR) production involves the preparation of design memos, drawings, calculations, and other supporting material resulting in the PDR. 2.2.2 DESIGN MEMOS A. The CONSULTANT shall produce Design Memos as indicated below in accordance with Exhibit 1 - Preliminary Design Report Requirements. The CONSULTANT shall discuss the combining of design memos with OC SAN and develop a design memo submittal list. OPump Station Basis of Design Design Configuration O Redundancy OMonitoring and Sampling O Process Flow Diagrams OOperating Philosophies OSite and Facility Layouts OPreliminary Load Criticality Ranking Table OHydraulic Modeling Note: Build a hydraulic model in InfoWorks ICM that includes the upstream gravity system, pumps, force mains, discharge structure, and connection to downstream facilities. OHydraulic Analysis OHydraulic Profile O Demolition ODescribe Demolition Requirements ODemolition List ODemolition Plans ODemo EID El Rehabilitation Requirements OGeotechnical Data Report OReview of Existing Data - Preliminary Geotechnical Report OGeotechnical Data Report and Recommendations OCivil Design Parameters August 2022 11-33 — Final Negotiated Design SOW Page 17 of 55 ❑x General Civil ❑x Drainage Requirements ❑x Corrosion Protection Requirements ❑x Utility Requirements ❑x Structural Design Parameters ElArchitectural Design Parameters Note: Develop one alternative concepts for review and acceptance OProcess Mechanical Design Parameters ❑x Process Mechanical Design Parameters ❑x Odor Control Facilities ❑x Building Mechanical Design Parameters ElElectrical ❑x Codes/standards. Brief description of electrical system. Electrical drawings. ❑Identify Electrical System Impacts ❑ Report — Data Collection and Verification ❑x Preliminary Load List ❑x Preliminary Standby Power Requirements ❑ETAP — Preliminary Short Circuit Analysis and Load Flow/Voltage Drop Studies ❑x ETAP — Provide Data. OC SAN will perform ETAP studies ❑ Preliminary Analysis for cable pull calcs, ductbank cable derating, cable tray fill calcs. ❑x Hazardous Area Classification Requirements ❑x Instrumentation and Control ❑x Instrumentation and Control System ❑Specialty Safety Systems ❑x Preliminary SAT ❑ PLC and RIO Panel Location Map ❑x CCTV Coverage Map ❑Plant Utility Investigation Findings ❑Vibration Analysis ❑x Collections Basis of Design ❑x Codes and Standards ❑x Pipeline Basis of Design ❑x Manhole Basis of Design ❑x Force main Basis of Design ❑Collections Rehabilitation Alternatives ❑Pipeline Rehabilitation ❑Manhole Rehabilitation ❑x Collections Pipeline Design Note: Assume 2 viable alignment options ❑x Design Memo Items 1- 12 ❑Open -cut vs. Trenchless Technologies ❑Trenchless Technologies at Major Closings ®Collections Utility Investigation Findings ®Collections Conceptual Traffic Control DAHJ and Traffic Control Identification ❑x Basis for Traffic Control Strategy 7-]Traffic Analysis August 2022 11-33 — Final Negotiated Design SOW Page 18 of 55 •Traffic Control Plans •Design Safety Requirements •Design Safety Requirements • Identify all potential project specific safety issues • Identify all potential Cal OSHA and OC SAN safety issues • Identify construction safety hazards • Use Sample Full Project Safety Review Plan to verify safety elements •Risk Management Check List to verify safety elements ❑ HAZOP •Public Impacts •Environmental and Regulatory Requirements •CEQA Part of Programmatic EIR ❑CEQA work consists of... ❑Determine project environmental and regulatory requirements ❑Matrix of CEQA and Permit Requirements •Mitigation, Monitoring and Reporting List •Permit Requirements •List of Permits Required ❑Oil Well Abandonment •Stormwater Requirements •Hazardous Material Survey, Mitigation and Control •Maintainability •Define Maintainability Requirements •Maintainability Requirements Plan Drawings •Define Maintainability Rules El Define Maintainability Information for Project Specific Equipment •Facility Operation and Maintenance •Facility O&M Requirements •Operating Philosophies ❑Preliminary Assessment of O&M Staffing Requirements •Implementation Plan • Identification of Adjacent Projects •Preliminary Commissioning Checklist •Preliminary Construction Sequencing Plan • Review of Constructability Issues •Temporary Handling of Flow •Construction Odor Monitoring and Mitigation •Preliminary Technical Specification List 2.2.3 PRELIMINARY DESIGN DRAWINGS A. The CONSULTANT shall produce the following Preliminary Design Report drawings in accordance with Exhibit 1 - Preliminary Design Report Requirements. •General •Demolition •Civil •Structural •Architectural []Mechanical •Electrical August 2022 11-33 — Final Negotiated Design SOW Page 19 of 55 ❑x Instrumentation and Control 2.2.4 PRELIMINARY DESIGN REPORT (PDR) PRODUCTION, CONTENTS AND ORGANIZATION A. Preliminary Design Report (PDR) Production involves the preparation of design memos, drawings, calculations, and other supporting material resulting in the PDR. B. The CONSULTANT shall combine the materials described below into a draft PDR. The PDR shall be structured as outlined below, with the contents corresponding to the tasks listed in this Scope of Work. Volume 1 — Preliminary Design Report Technical Memos Executive Summary Design Memos Design Memo 1, 2, 3, etc. List of Proposed Specification Sections Volume 2 — Drawings (see Preliminary Design Drawings listed above) Volume 3 — Submittal Documentation Calculations Equipment Data & Catalog Cuts Decision Log Meeting Minutes C. The Executive Summary shall summarize the conclusions of the Memos included in the report, and specifically include a summary construction schedule and construction cost estimate, and life cycle cost. D. The draft PDR and final PDR shall be submitted in searchable PDF format legible on -screen and as a hard copy. The number of hard copies is indicated in Exhibit 9 - Deliverables Quantities. The labeling and organization of the PDF submittal shall be in accordance with Exhibit 14 - Bluebeam Designer Training for Submission_ E. Each design memo shall be a separate file. F. The OC SAN Project Manager may request that the CONSULTANT submit an electronic proof set of the Draft PDR and Final PDR prior to hard copy production to initially confirm that the submittal is ready for printing. 2.2.5 PRELIMINARY DESIGN COST ESTIMATE A. The CONSULTANT shall provide a cost estimate for the associated PDR submittal indicated below in accordance with Exhibit 1 - Preliminary Design Report Requirements. 2.3 PRELIMINARY DESIGN ACTIVITIES The following services shall be provided by the CONSULTANT or an appropriately qualified subconsultant. In any case, the CONSULTANT shall be responsible for managing all subconsultants, including reviewing their work products prior to submission to OC SAN. 2.3.1 HYDRAULIC MODELING A. Using InfoWorks ICM, build a hydraulic model that, in conjunction with static hydraulic analysis, will determine the design of the pump station process components and depict performance of the pump station during dry and wet weather flow conditions. The model shall include the proposed upstream influent structures, wet well, pumps, force mains, and existing downstream gravity facilities. The CONSULTANT shall utilize the model to accurately determine the performance (i.e., calculate all design parameters necessary to determine if the system meets OC SAN and Hydraulic Institute Design Standards) of the system for up to three pump station alternative networks. The performance of the system shall consider multiple operating scenarios (example: two pumps running with one force main in service). OC SAN will provide a calibrated model of the existing infrastructure. Existing and future flow regimes for dry and wet weather flow will also be provided. August 2022 11-33 — Final Negotiated Design SOW Page 20 of 55 1. Model updates will include sewer -shed boundary revisions, local sewer connection point verification, physical attribute verification, etc. prior to using the model for design purposes. 2. Detailed calculations and graphic representation of the results of hydraulic runs for the complete range of flow conditions (including fill draw operation during low flow conditions) shall be submitted to facilitate review of the design by OC SAN personnel. 3. Description of hydraulic model updates, assumptions, discussion of results, and recommendations shall be included in the Hydraulic Modeling Design Memo. B. Perform Computational Fluid Dynamic (CFD) Modeling to assess flow patterns within the Edinger Pump Station wet well. Results of the analysis will be used to 1) optimize the design of the upstream conveyance structures (manhole and influent pipe), wet well, and pump intakes during average and peak wet weather flow periods and 2) characterize flow patterns for multiple operating scenarios. The results will be evaluated based on compliance with Hydraulic Institute (HI) standards and recommendation provided. The analysis shall include the following scenarios: 1. Physical Design Analysis: two physical configurations x two flow scenarios a. Physical configurations include: preliminary and optimized design b. Flow scenarios include: average flow and peak wet weather flow CFD preliminary design is defined as the pump station wet well suction pipes, pumps, approach pipe, and upstream manhole configuration included in the draft Preliminary Design Drawings. Optimized design is defined as modification to the pump station model determined beneficial and practical following preliminary design CFD modeling results. 2. Pump Station Operation Analysis: two physical configuration and up to eight operating scenarios for each physical configuration a. Physical configuration: preliminary and optimized designs b. Operating scenarios (to be determined by the CONSULTANT) shall include: one pump, two pumps, cleaning cycle, low flow scenarios, various wet well level set points, etc. A Pump Station CFD Modeling memorandum summarizing results of the preliminary and optimized designs under various flow conditions will be developed and included in the Final PDR. Results of the CFD model shall also be presented to OC SAN prior to finalizing the mPmnranrlum 2.3.2 ON -SITE ODOR CONTROL EVALUATION A. Evaluate the installation of an air jumper versus the installation an on -site passive vapor phase treatment system. The former shall take into consideration the available space for air movement in the downstream gravity system and prevent air from flowing back into the wet well. The latter alternative shall mimic the functionality (ease of installation, maintenance, etc.) of odor control systems designed for OC SAN Project 5-68 Newport Beach Pump Station Pressurization Improvements (Exhibit 191— Example Passive Odor Control System) while taking into consideration the site spacing constraints. Perform a life cycle cost analysis and provide advantages and disadvantage of each alternative. Advantages and disadvantages include but are not limited to maintenance of the facilities, implications for downstream odor control efforts, and amount of treatment provided due to site constraints. Recommendations for the on -site odor control system shall be provided in the Odor Control Memo. B. Provide H2S monitoring of the wet well or up to two upstream manholes for a period of two consecutive weeks. 2.3.3 ON -SITE STANDBY POWER ANALYSIS August 2022 11-33 — Final Negotiated Design SOW Page 21 of 55 A. Briefly review the use of an on -site diesel standby generator with sound -attenuated enclosure and a base fuel tank versus a lithium -ion battery storage system solution that, in conjunction with the storage available in the wet well, provides four hours of response time during dry weather conditions. The alternatives shall consider the unique pump station site constraints. The analysis methodology, assumptions, results, costs, and recommendations shall be included in the Electrical Design Memo. 2.3.4 WATERPROOFING APPROACH A. Determine a waterproofing system based on the groundwater site characteristics, structure design life, constructability, and cost benefit. Review previous waterproofing systems used by OC SAN at other pump stations that have not been successful. Include recommendations in the Structural Design Memo. 2.3.5 SHORING AND DEWATERING METHODS A. Evaluate whether increased amount of effort will be necessary during design to identify shoring and dewatering methods that will reduce the risk of settlement experienced by adjacent structures due to the deep excavation for the underground pump station structures. The evaluation will include a focus meeting with pertinent OC SAN construction personnel to ensure that all concerns and 'lessons learned' from previous pump station construction efforts are taken into consideration. The evaluation methodology, assumptions, results, and recommendations shall be provided in the Implementation Plan Design Memo. 2.3.6 TEMPORARY FACILITIES DURING CONSTRUCTION A. In certain cases, construction sequencing constraints may require the contractor to construct a temporary facility to be used during a certain portion of the construction period. The CONSULTANT shall identify in what instances such facilities are required or reasonably warranted and present those instances with implementation plans and construction sequencing constraints to OC SAN for consideration. When such facilities are found to be either required or reasonably warranted, the CONSULTANT shall provide sufficiently detailed drawings and specifications to be included in the bid documents that bidders understand what is required to provide and potentially operate the temporary facilities and that the reliability and performance of the facilities will meet OC SAN's needs and reasonably mitigate construction risks. Examples of potential facilities include: 1. Bypass pumping and temporary bypass piping 2. Temporary odor control facilities. a. Monitoring of gravity system potentially impacted by construction b. Coordinate construction phase odor mitigation measures with OC SAN staff c. Design construction phase odor mitigation measures 3. Temporary noise abatement 4. Temporary connections to facilitate start up and testing 5. Temporary piping to phase the replacement of the utilities 6. Temporary standby power or electrical equipment to accommodate installation of SCE incoming power feed B. The CONSULTANT shall design measures for the temporary handling of flows to be implemented by the contractor during construction considering OC SAN's goal of zero sewage spills. C. If existing facilities such as valves, gates, stop logs, etc. are being used for diversions, include a plan for testing those facilities during Phase 3 — Design, to verify that they will function adequately for the purpose. If testing cannot be performed, the CONSULTANT shall identify the August 2022 11-33 — Final Negotiated Design SOW Page 22 of 55 risks associated with using the facility for bypassing, along with contingency plans and mitigation measures to be implemented if they are found not to function adequately during construction. 2.3.7 EASEMENTS, PROPERTY BOUNDARIES AND WORK AREA LIMITS A. Unless otherwise directed, the CONSULTANT shall identify, survey, and show all property boundaries, and all existing and proposed easements, within and/or adjacent to the project boundaries. B. The CONSULTANT shall show and explicitly identify the limits of work for all portions of the project, including any restrictions to the work allowed in any area, e.g., whether the area can be used for parking or laydown. C. All survey research and survey field work shall be performed by a Professional Land Surveyor licensed by the State of California. 2.3.8 TOPOGRAPHIC SURVEY A. The CONSULTANT shall conduct field and aerial surveys as required. Topographic information used on the construction plans shall be generated from a field survey and an aerial mapping process. OC SAN will not provide the aerial survey information to the CONSULTANT for use on the project. B. Prior to beginning design, the CONSULTANT shall prepare the scope of work for field and aerial surveys required for all applicable project elements. OC SAN will establish both vertical and horizontal control for the project. The field survey shall be used to establish both horizontal and vertical alignment of the facilities and shall note all survey monuments, topographic features, property lines, and elevations. The basis of bearings and benchmarks shall be indicated on the drawings. Control shall meet or exceed NGVD 88 requirements and shall be based on the Plant Local Coordinate System and datum. The CONSULTANT's project schedule shall account for the above. C. The aerial topography shall be required to meet the following criteria: 1. The final product shall be delivered in AutoCAD. 2. The aerial shall be based on the coordinate system. 3. The CAD file shall adhere to the CAD Manual. OC SAN shall be given the opportunity to review and comment on the compliance to the CAD Manual. 4. Site contours shall be in 1.0-foot intervals. 5. Contour and spot elevations shall be 3D; all other features shall be 2D. 6. The CONSULTANT shall include the survey -related documents with the Design Support Documentation portion of the Design Submittals as specified in the Engineering Design Guidelines, Appendix A, Section A.3.19 "Project Support Documentation (PDS)". D. Control Surveys for Collection Systems 1. General: Topographical information used on the construction plans shall be generated from an aerial mapping process. The CONSULTANT shall provide for the aerial and field surveys necessary for the mapping process for all applicable Project Elements of the project Scope of Work and shall provide for the aerial mapping. Providing for the process includes paying for, coordinating, and designing the aerial and horizontal/vertical control surveying for the preliminary and final design. The CONSULTANT's responsibilities for the surveys include generating any subconsultant scopes of work, data interpretation and preliminary design. All survey work is to be done under the direction and control of a Professional Land Surveyor, licensed by the State of California. 2. Aerial Survey: he aerial photography shall have sufficient coverage for the digital topographic mapping. The photo scale of the aerial photography shall not be more than 100 August 2022 11-33 — Final Negotiated Design SOW Page 23 of 55 feet per inch for pipeline work or 20-feet per inch for pump stations. Stereo pairs of photographs shall be furnished to OC SAN. 3. Phasing of Work: Other than the aerial and topographic survey work, the balance of the survey work shall not commence until the design phase of the project has been authorized or concurred to by OC SAN. 4. Field Survey Aerial: A field survey shall be used to establish both horizontal and vertical control for the project. Control shall meet or exceed NGVD 88 requirements and shall be based on California State Plan Coordinates (NAD 83) including the 1995 O.C. surveyor's adjustments. A sufficient number of points shall be used to accurately complete the digital topographic modeling. No less than five control points per stereo model shall be used. 5. Aerial Field Survey Inclusions: The field survey shall include all survey monuments, topographic features, easements, property lines, culture, and elevations on the plan and profile sheets. All covers, including the existing sewer manholes, storm drain manholes, and utility and valve vaults shall be identified and marked in the field. 6. OC SAN Review Aerial Survey Line: The general location and alignment of the survey line shall be submitted to OC SAN prior to performing the field survey. Survey work shall not commence until authorized or concurred to by OC SAN. The CONSULTANT shall be responsible for obtaining and paying for the field survey services. 7. Field Survey Base Line: The field survey shall establish a base line for construction purposes for pipeline work equal to or greater than 500-feet in length. The line will be used to define the proposed design, in terms of station and offset, and to establish the bearings for right-of-way. The survey line shall be set on 100-foot stations and shall be tied to the established aerial control. The field survey shall tie in all controlling monuments within the map limits and all street centerline intersections. The ties shall be express in both State Plane Coordinates and as station and offset. 8. Manhole Information: The field survey shall also include the measurement of the invert and manhole rim elevations of all existing sewers within the project reach. The size, orientation and invert of any pipe connections shall also be recorded. 9. Base Map: The base map index contours shall be spaced at 5 feet vertically and the immediate contours shall be spaced at 1 foot contour intervals. The mapping shall include digital topographic mapping. The digital format shall be compatible with OC SAN Graphic Information System. All surface features, including those hidden from aerial view shall be incorporated into the digital mapping. 10. Plan and Profile Sheets: The CONSULTANT shall prepare plan and profile sheets based upon the aerial mapping. The scale for plan and profile sheets shall be 1-inch equals 40 feet (1" = 40') horizontal and 1-inch equals 4 feet (1" = 4') vertical. An aerial photographic (photo strip) with the alignment shall be included. The plan view shall be separate from the photo strip. Intersections shall be adequately detailed at a scale of 1-inch equals 10 feet (1" = 10') or 1-inch equals 20 feet (1" = 20'). Manholes and other details shall be drawn at a scale that is adequate to provide clarity and sufficient detail for construction. The pump station construction drawings shall be drafted at scales of 1/8" = 1' to 1" = 20', as adequate, to allow for sufficient detail to be shown. The basis of bearings and benchmarks shall be indicated on the drawings, 11. Survey Note Submittal: The CONSULTANT shall submit two bound copies of all survey notes and data used to establish vertical and horizontal control. The information submitted shall be suitable for use to establish construction controls. If additional property and/or right- of-way are required, the CONSULTANT shall identify property and/or rights -of -way to be acquired. 2.3.9 GEOTECHNICAL INVESTIGATION August 2022 11-33 — Final Negotiated Design SOW Page 24 of 55 A. The CONSULTANT shall secure the services of a qualified Geotechnical Engineering firm to prepare a Geotechnical Data Report that addresses geotechnical concerns for all applicable Project Elements of the Scope of Work B. Soil Explorations 1. The geotechnical services shall include exploratory work such as soil borings necessary to observe, test, classify soils, and monitor groundwater levels and potential groundwater pollutants of concern. 2. The number and spacing of borings shall be based on the geotechnical professional's interpretation of needs and recommendation. a. If unexpected or unique soils are encountered, an adequate number of borings shall be taken to try and define the limits of the anomaly. 3. The depth of the borings shall be adequate to characterize the soils to a depth of at least 10 feet below the bottom of an excavation or any proposed sewer invert elevation. 4. Two soil borings shall be located on the future pump station site and shall have a minimum depth of 80 feet. C. Soil Sampling 1. Soil samples for testing shall be collected as needed based upon the CONSULTANT's professional judgment. However, samples intervals shall not exceed 2-foot depth intervals alternating SPT and RING samples in each boring. If borings are taken near existing sewers, samples shall be taken and delivered to OC SAN for testing for coliforms to determine if sewers are leaking. D. Ground Water Pump Testing 1. Conduct ground water pump testing to determine dewatering parameters for inclusion of the specifications. 2. Provide a complete specification for the abandonment of wells for areas where aquifers could be compromised. Potential abandonment methods for deep penetrations might consist of over drilling and fill with cement-bentonite grout slurry, or deep pressure grouting to create a concrete seal. E. Groundwater Contamination Testing 1. Perform complete lab analysis for all pollutants regulated under OC SAN Local Discharge Limits (see page 33 of OC SAN's Wastewater Discharge Regulations Ordinance No. 53). F. Soil Exploration Locations 1. The location of all soil explorations shall be plotted on a map and attached to the Geotechnical Report. Preferably, the explorations shall include survey coordinates consistent with the project survey. Complete logs of the soil profiles shall be included in the report. 2. Explorations shall be located strategically within the footprint of the proposed excavation or on the centerline of proposed pipeline alignments. A total of one boring, located on the future pump station site, shall be cased and converted into water level monitoring wells for use during construction according to local agency requirements. The CONSULTANT shall obtain all necessary permits for the installation of monitoring wells. The CONSULTANT shall also be responsible for abandoning the wells after the construction is completed and the monitoring wells are no longer useful. 3. Work conducted outside OC SAN's treatment plant shall comply with the storm water requirements of the local jurisdiction. August 2022 11-33 — Final Negotiated Design SOW Page 25 of 55 2.3.10 UTILITY INVESTIGATION A. To better manage the risks associated with construction excavation, the CONSULTANT shall perform a thorough search of all utilities impacted by the work for all applicable Project Elements of this Scope of Work, regardless of size and all other facilities above or below ground. Utilities include all in -plant, utility company -owned and public agency -owned piping, duct banks, and other interferences. The search shall include utilities within the public right-of-way, and those located on private property impacted by the proposed project. The search shall include the records and plans of OC SAN and all respective public and private companies and utilities. B. Review of OC SAN Records 1. OC SAN's "As-built/Record" plans may be incomplete or inaccurate with respect to the routing of individual utilities, pipelines, etc. in the vicinity of the project. The CONSULTANT shall check OC SAN records against those of the other agencies, companies, and utilities. These may include, but not be limited to, oil, gas, fuel, water, and sewer pipelines, traffic control facilities, telephone and electrical conduit and duct banks, storm drains, manholes, and other structures. C. Review of Outside Agency Records 1. The CONSULTANT shall contact, in writing, all jurisdictional agencies and utility owners to inform them of OC SAN's project. The CONSULTANT shall request plans showing all the agencies or utility's facilities, pipelines, etc. in the project area. The CONSULTANT shall also request plans and schedules for all proposed construction in the project areas. The CONSULTANT shall develop a schedule to minimize project conflicts and/or coordinate OC SAN projects with local agencies. 2. The CONSULTANT shall personally visit each agency/company and search through all available plans, files, and documents. The CONSULTANT shall meet with applicable field staff from each agency to confirm the completeness of their research. Abandoned utilities shall also be considered. 3. The CONSULTANT shall document the contacts and information requested and received, including that from Underground Service Alert (USA). OC SAN shall be copied on all correspondence between the CONSULTANT and public and private agencies, and utility companies. The CONSULTANT shall submit a copy of all documentation to OC SAN with an itemized submittal letter. The CONSULTANT's Project Manager shall sign the transmittal cover letter and the cover letter shall confirm that the CONSULTANT has sent a representative to each agency/company/utility, performed on -site inspections for each utility, and has listed the utilities. 4. The CONSULTANT shall contact USA and request a Substructure listing for the project area. D. On -Site Inspection 1. An on -site inspection shall be made in the project area. During the on -site inspection, a senior -level CONSULTANT representative shall walk the site accompanied by OC SAN's Project Engineer and Supervising Inspector. The CONSULTANT representative shall be experienced in the location and identification of utilities in the field. During the on -site inspection the CONSULTANT shall document all visible features that indicate utilities within the project area and compare them with the available utility plans. E. Utilities for Adjacent Properties 1. The CONSULTANT shall investigate all utilities serving properties adjacent to the work, and submit a spreadsheet at the end of the utility research accounting for all anticipated utilities for OC SAN review, with the following information: a. List all utilities anticipated or each adjacent property. August 2022 11-33 — Final Negotiated Design SOW Page 26 of 55 b. Indicate whether each such utility was found on as -built drawings of any agency, with an identification of the agencies identifying such utility. c. Indicate whether the utility was field located by utility through USA process, and, if so, by which agency. F. The CONSULTANT shall provide all required stamped traffic control plans as part of the encroachment application process required by all cities for use during the geophysical investigations, potholing, geotechnical borings, and field investigations. G. Subsurface Utility Investigations 1. Investigation of existing utilities shall be in accordance with the respective ASCE guidelines, except as amended by this Scope of Work. A brief description of the ASCE guidelines defines the Quality Level of detail for researching subsurface utilities as follows: a. Quality Level D: Information derived from existing records or oral recollections. b. Quality Level C: Information obtained by surveying and plotting visible above- ground utility features and by using professional judgment in correlating this information to Quality Level D information. c. Quality Level B: Information obtained through the application of appropriate surface geophysical methods to determine the existence and approximate position of subsurface utilities. Quality Level B data shall be reproducible by surface geophysics, such as ground penetrating radar, at any point of their depiction. This information is surveyed to applicable tolerances and reduced onto plan documents. d. Quality Level A: Precise horizontal and vertical location of utilities obtained by the actual exposure (or verification of previously exposed subsurface and surveyed utilities) and subsequent measurement of subsurface utilities, usually at a specific point. Minimally intrusive excavation equipment is typically used to minimize the potential for utility damage. A precise horizontal and vertical location, as well as other utility attributes, is shown on the plan documents. Accuracy is typically set to 15-mm vertical and to applicable horizontal survey and mapping accuracy. 2. Refer to Cl/ASCE 38-02, Standard Guidelines for Collection and Depiction of Existing Subsurface Utility Data for details. 3. The CONSULTANT shall determine all utilities impacted by the work for all applicable Project Elements of this Scope of Work. Utilities include utility company -owned, and public agency -owned piping, duct banks, and other interferences. All utilities encountered during the preliminary design shall be shown on the plans. 4. Subsurface investigation for all utilities in and around the work area shall be performed to Quality Level D and Quality Level C. All utilities shall be plotted both in plan and profile on a scaled drawing that can later be incorporated into scaled (1" = 40') plan drawings. 5. The CONSULTANT shall submit, for acceptance by OC SAN, recommendations on which utilities should be investigated to Quality Level A and where Quality Level B investigations should be performed. As part of the submittal, a Potholing Plan and Geophysical Investigation Plan shall be developed including proposed pothole locations and type of geophysical investigation. 6. Prior to OC SAN's acceptance of the Potholing Plan/Geophysical Investigation Plan, a project field walk by the CONSULTANT Project Manager, OC SAN Project Engineer, Supervising Inspector, and other designated OC SAN personnel shall be performed. H. Potholes and Geophysical Investigation 1. The CONSULTANT shall secure the services of a subcontractor to perform the pothole work and geophysical investigation (including ground -penetrating radar). August 2022 11-33 — Final Negotiated Design SOW Page 27 of 55 2. The CONSULTANT shall "pothole" and perform geophysical investigation on all utilities described and shown in the accepted Potholing Plan/Geophysical Investigation Plan. The CONSULTANT's staff shall be on -site during potholing to provide direction to potholing crew. OC SAN staff shall also be present during potholing. Field investigations include visiting the project work site and each utility to verify the location of all interferences. 3. The CONSULTANT shall provide all the related work necessary, including, but not limited to: a. Documentation of information b. Notification of USA's "Dig Alert" c. Providing field survey d. Obtaining required permits e. Submission of traffic control plans f. Setting up traffic control g. Soft dig potholing h. Ground -penetrating radar i. Excavating j. Backfilling k. Repairing pavement to local jurisdiction requirements 4. "Soft" excavation potholing methods such as vacuum extraction is preferred; however, excavation methods shall be chosen to adequately define the utility. Crosscut trenches may be preferred for defining some utility locations. Hydro -jetting soft dig should be avoided in sandy, wet, and contaminated soil conditions. 5. Potholing subcontractor shall measure and document the depth of pavement and of base material at each pothole, and every five feet along crosscut trenches. 6. Work shall comply with the stormwater requirements of the local jurisdiction 7. The CONSULTANT shall provide a licensed land surveyor or hire a licensed survey subcontractor(s) to field -locate the actual horizontal and vertical location of the constructed potholes. Survey controls shall be set and coordinated with the survey controls used on previous construction drawings. City and County control points shall be checked; northing, easting and elevation data for each pothole shall be shown on the drawings; and physical tie-ins provided to easily re-establish pothole locations after construction. The CONSULTANT shall supply and supervise survey work and subcontractors needed to perform the pothole work. Survey datum differences shall also be reconciled. 8. The results of potholing and geophysical efforts shall be summarized in a field finding report. 9. The CONSULTANT shall backfill and repair potholes consistent with the requirements of the local jurisdiction. If the CONSULTANT is unable to determine local jurisdiction requirements prior to the proposal, the CONSULTANT shall assume the following requirements: a. The materials removed from the excavation may not be used for backfilling, unless approved by the local jurisdiction. If approved, excavated material used to fill potholes shall be placed with a maximum lift thickness of four inches and mechanically compacted. b. If not approved, the CONSULTANT shall be responsible for hauling off and disposing of excavated pothole material. In this case, excavation holes shall be filled August 2022 11-33 — Final Negotiated Design SOW Page 28 of 55 with a cement slurry mix from the bottom up. The excavated materials shall be tested for hazardous materials and disposed of offsite accordingly. Testing shall be the minimum required for classifying the materials. The potholing samples shall be tested by a California Environmental Laboratory Accreditation Program (ELAP) certified laboratory to identify characteristics of hazardous waste. A substance shall be considered hazardous if it possesses properties of toxicity, ignitability, corrosivity and/or reactivity per California Code of Regulations Title 22, Section 66261. In addition, the minimum laboratory testing shall include an on -site Organic Vapor Analyzer (OVA) test for potential hydrocarbon contaminants. Should the OVA reading be equal to or greater than 45 ppm, further laboratory Minimum testing shall be performed to include Benzene, Toluene, Ethyl Benzene, and Xylene (BTEX) test per EPA guideline 8020 and Total Hydrocarbons (TPH) tests per EPA guideline. should the OVA reading be equal to or greater than 45 ppm. c. AC pavement shall be replaced to full depth or the structural section (AC & Base) plus two inches with hot mix asphalt unless otherwise required by the City of Huntington Beach. Cold mix shall only be allowed when the patch will be replaced by the project and were approved by the COHB. d. Concrete pavement shall be replaced to full depth plus two inches with Portland cement unless otherwise required by the COHB. I. Quantitative Assumptions 1. For CONSULTANT's fee proposal, assume up to 25 potholes during preliminary design and up to 5 potholes during final design. 2. For CONSULTANT's fee proposal, assume up to 7,000 square feet of ground penetrating radar during preliminary design following the alignment of the proposed upstream gravity sewers, proposed manhole footprints, and proposed force main alignments. 3. For CONSULTANT's fee proposal, assume 9,650 square feet of ground penetrating radar during preliminary design encompassing the future pump station site. J. Depiction of Utilities and Potholes on Plans 1. All utilities encountered during the preliminary design shall be shown on the plans. Project work that requires other agencies to relocate existing utilities shall be coordinated during the design by the CONSULTANT. Each subsurface utility shown on the drawings shall include the Quality Level to which it was investigated as required by Cl/ASCE 38-02. Pothole locations shall be shown on the drawings with survey information. K. Relocation of Existing Utilities 1. Project work that requires other agencies to relocate existing utilities shall be coordinated during design by the CONSULTANT. 2.3.11 FIRE PROTECTION SERVICES (NOT USED) 2.3.12 ELECTRICAL LOAD MEASUREMENTS (NOT USED) 2.3.13 PUBLIC RELATIONS A. All activities associated with public relations will be completed by OC San. 2.3.14 VALUE ENGINEERING ASSISTANCE (NOT USED) 2.3.15 ENVIRONMENTAL DOCUMENTATION A. The CONSULTANT services related to Environmental Documentation may span across Phase 2 — Preliminary Design and Phase 3 - Design. When such services are required, they shall be based on the requirements of Section III — Project Schedule and based on the following requirements. The CONSULTANT shall allocate the budgeted hours between the August 2022 11-33 — Final Negotiated Design SOW Page 29 of 55 Environmental Documentation services in Phase 2 and Phase 3 based on when these services will be required. B. Review of Existing CEQA Documentation 1. OC SAN has adopted the CEQA documentation during various programs and projects. These CEQA documents may cover or impact the proposed work on this project. a. 2020 Programmatic Environmental Impact Report (2020 PEIR) 2. The CONSULTANT shall assume the 2020 PEIR is sufficient for the Project and no changes to CEQA are required, nor additional CEQA documentation will be necessary. 3. The CONSULTANT shall assume no changes to parcel zoning are required. C. Mitigation, Monitoring and Reporting Program Compliance 1. OC SAN prepared a Mitigation, Monitoring, and Reporting Program (MMRP) for the 2020 PEIR. a. The CONSULTANT shall develop a checklist of all applicable construction -phase and post -construction phase monitoring and reporting requirements originating from the following: (1) Mitigation and Monitoring Reporting Programs (MMRPs) from previously adopted CEQA documents applicable to this project (2) Permits anticipated to be obtained in connection with the project. b. The checklist shall include the following: (1) Applicable EIR Mitigation Measure Numbers (2) Descriptions of Mitigation Measures (3) How Mitigation Measures will be included in the Bid Documents (4) Frequency of Monitoring During Construction (5) Notes 2. See Exhibit 13 - Sample MMRP Log Template 3. The CONSULTANT shall also provide OC SAN a list of special equipment, specialty inspector qualifications, or sampling or testing firms that may be needed by OC SAN for enforcement of the Mitigation Monitoring Reporting Log (MMRL) during construction. This information shall be included in narrative form attached to the MMRL. 4. The CONSULTANT shall attend two OC SAN meetings to discuss the environmental documentation and two public meetings to assist OC SAN in presenting the project to the community. Public meetings may occur after normal business hours. 2.3.16 PERMITTING ASSISTANCE A. The CONSULTANT services related to Permitting Assistance may span across Phase 2 — Preliminary Design and Phase 3 - Design. When such services are required, they will be based on the requirements of Section III — Project Schedule and the schedule constraints associated with each permit. The CONSULTANT shall allocate the budgeted hours between the Environmental Documentation services in Phase 2 and Phase 3 based on when these services will be required. B. For all applicable Project Elements of this Scope of Work, the CONSULTANT shall provide bid documents that ensure that the facility features and the facility performance, and construction procedures comply with all conditions of existing permits and permits required to August 2022 11-33 — Final Negotiated Design SOW Page 30 of 55 construct this project. Construction drawings, specifications and supplemental drawings shall be prepared, as necessary, in the format required to obtain all permits. C. The CONSULTANT shall assist OC SAN in obtaining permits. This assistance shall include completing application forms provided by OC SAN, preparing supporting documentation for the permit applications as required by the issuing agency, furnishing the required number of copies of all construction drawings and exhibits, and attending meetings with permitting agencies at the request of OC SAN. D. Except for construction contractor -furnished permits, OC SAN staff will execute all applications. All permit fees will be paid directly by OC SAN and will not be part of the CONSULTANT's fee. E. The CONSULTANT shall submit all supporting documentation in a timely fashion for all permits required for this project as described below. F. Permits 1. City of Huntington Beach (OC SAN is exempt but fire dept might be required) 2. The CONSULTANT shall assume three meetings at two hours each. 3. Assumption: No work required for City Planning coordination or permits (e.g. re -zoning, development permit, etc.) 4. G. City / County Encroachment Permits 1. City of Huntington Beach 2. Orange County Flood Control District a. Encroachment permit for the new pump station site b. Encroachment permit for the removal of existing pump station components 3. The CONSULTANT shall assume ten meetings at two hours each. H. Streambed Alteration Agreements 1. Army Corps of Engineers at the Westminster Channel (demolition of existing pump station) and Sunset Channel (proposed pump station). 2. The CONSULTANT shall assume three meetings at two hours each. Stormwater Permitting 1. CONSULTANT shall determine the required stormwater permit. 2. The CONSULTANT shall determine and specify the preliminary Risk Level and Project Type using the California State Water Resources Control Board's Storm Water Multiple Application and Report Tracking System (SMARTS) based on the R-Factor obtained from US EPA's online Rainfall Erosivity Factor Calculator for Small Construction Sites. 3. The CONSULTANT shall prepare the specification for stormwater using OC SAN's respective master specification as a starting point. The CONSULTANT shall not begin work on editing the specification until OC SAN has approved the CONSULTANT's preliminary Risk Level and Project Type. 4. It is OC SAN's intent to design linear underground/overhead projects (LUP) to LUP Type 2 requirements, whenever possible, which is often the most economical approach. The CONSULTANT shall coordinate with the OC SAN Project Manager and OC SAN Environmental Compliance Division and edit Stormwater Pollution Prevention Plant specifications accordingly. August 2022 11-33 — Final Negotiated Design SOW Page 31 of 55 2.3.17 PROJECT MANAGEMENT A. The CONSULTANT shall be responsible for managing the CONSULTANT's project execution, schedule, budget, subconsultants, and coordination with other projects. The CONSULTANT shall perform the project management requirements in accordance with Exhibit 3 - Project Management Requirements with the project specific options identified below. B. Project Management Plan (PMP): ❑x Not required ❑Required ❑PMP approval prior to beginning technical work on the project. C. Project Logs ❑x Major Decision Log ❑x Project Decision Log ❑x Action Item Log ❑x Decision Issues Log ❑x Meeting Log ❑Risk Management Log D. Progress Report, Status of Cost Model ❑Not required ❑x Required E. Project Invoices 1. Estimating earned value, tasks shall be further broken down to subtasks of no more than $50,000. 2. Costs for invoicing shall be grouped into the following work packages: Work Package Description Tasks 3146 Preliminary Design All Phase 2 tasks 3250 CONSULTANT Services During Design Tasks 3.0. through 3.3.10 Tasks 3.0 through 3.3.10, divided into effort by design submittal. FDS is charged against DS3. 3252 Design Submittal 2 3253 Design Submittal 3 3254 Bid Support Services Task 3.4 — 3.4.3 2.3.18 RISK MANAGEMENT A. When required below, the CONSULTANT shall provide risk management in accordance with Exhibit 4 - Risk Management Requirements with the project specific options identified below. B. Risk Management: ❑Not required ®Required ❑Initial Risk Workshop OPDR Risk Management Workshop: 2 hours. (held 4 weeks prior to draft PDR) C. Moderator August 2022 11-33 — Final Negotiated Design SOW Page 32 of 55 1. The CONSULTANT shall conduct the Workshops defined in Exhibit 4 - Risk Management Requirements. 2.3.19 QUALITY CONTROL A. The CONSULTANT shall provide quality control requirements in accordance with Exhibit 6 - Quality Control Requirements. 2.4 PDR WORKSHOPS AND MEETINGS 2.4.1 GENERAL A. Workshop and meeting planning, requirements, agendas, and meeting minutes shall be in accordance with Exhibit 5 - Workshop and Meeting Requirements. 2.4.2 MANDATORY CONSULTANT TRAINING A. One -hour BlueBeam training is required for consultants. The topics will focus on the information included in Exhibit 14 - Bluebeam Designer Training for Submission and Exhibit 15 - Bluebeam Designer User Training. B. One -hour P&ID Development training is required prior to starting P&ID development. C. One -hour EID Development training is required during preliminary design for the Demolition EID and during design phase for new equipment. D. Two-hour CAD training is required to provide the consultant guidance on CAD document development. E. Two-hour Tagging Procedures training is required prior to the development of tagging protocol. F. One -hour Commissioning Package List training will be initiated by the Commissioning Coordinator and will review how to develop a commissioning package list. G. Two-hour SAT training is required during the preliminary design phase. 2.4.3 PDR PRODUCTION WORKSHOPS A. Predesign Kickoff Workshop 1. A four-hour project kick-off meeting shall be held with OC SAN staff to introduce principal members of OC SAN and the CONSULTANT's teams. The discussion topics shall include: OC SAN responsibilities, the CONSULTANT's responsibilities, invoice procedures, personnel badges, parking, site access, the CONSULTANT's Scope of Work, detailed project schedule with milestones, Work Breakdown Structure requirements, and OC SAN confined space and other safety policy training. B. PDR Production Workshops shall be held during Preliminary Design to review the topics listed below. The list below also indicates the number of workshops to be held to cover the specific topic. Unless otherwise noted, each workshop shall be three hours in length. PDR PRODUCTION WORKSHOPS TOPIC NUMBER OF WORKSHOPS Predesign Kickoff Workshop 1 PDR Production Workshops: Hydraulics and Mechanical Process Design 2 Initial Investigation (geotechnical, utility, etc.) Findings 1 Permit Requirements 1 August 2022 11-33 — Final Negotiated Design SOW Page 33 of 55 PDR PRODUCTION WORKSHOPS TOPIC NUMBER OF WORKSHOPS Basis of Design — Pump Station, Collection System and Force Main 1 Electrical and Instrumentation 3 Structural (including waterproofing) and Architectural Design 2 Odor Control Facilities 2 Civil Design (Sunset Channel Slope Stabilization) and Utilities 1 Maintainability and Facilities Operation and Maintenance 2 Hazardous Materials and Design Safety Requirements 1 Basis of Design — Collection System 1 Traffic Control 1 Environmental, Stormwater, Public Impacts and Regulatory Requirements 1 Implementation Plan and Construction Sequencing 2 Demolition 1 2.4.4 PDR REVIEW WORKSHOPS A. The CONSULTANT shall hold the following workshops to review the draft Preliminary Design Report as required in Exhibit 5 - Workshop and Meeting Requirements: 1. Design Memo Validation Meeting (assume two-hour meeting for up to 7 design memos) 2. Draft PDR Presentation Workshop (assume four-hour meeting) 3. Draft PDR Review Workshop (assume four-hour meeting) 4. PDR Validation Workshop (assume four-hour meeting) 2.4.5 MAINTAINABILITY WORKSHOPS A. A maintainability workshop shall be held after draft floor plans have been developed to: 1. Review the working space around equipment, accessibility requirements, specific activities required to be performed by maintenance staff, ease of servicing for equipment and devices, means to removing equipment from the point of installation to a location outside the facility. 2. The workshop shall be used to develop a set of project maintainability design rules based on the requirements in Chapter 7 of the Engineering Design Guidelines, coordination with OC SAN staff, lessons learned from prior projects, the CONSULTANT staff expertise, and manufacturer data. 3. The CONSULTANT shall research and provide the following maintainability information for the workshop: a. Main Sewage Pumps 4. Operations and Maintenance (O&M) staff including staff from Maintenance Reliability and Planning must be involved in the establishment of the maintainability design rules. B. The maintainability workshop shall be held virtually and shall generally be 4 hours in length. OC SAN and the CONSULTANT staff shall attend this workshop. August 2022 11-33 — Final Negotiated Design SOW Page 34 of 55 C. A follow up maintainability workshop shall be held virtually to review the draft project maintainability design rules. D. The project maintainability design rules shall be followed during detailed design. E. The CONSULTANT shall be responsible for completing the following tasks relative to the workshop: 1. Prepare package for the maintainability workshop participants. The package shall consist of plans, process flow diagrams, P&IDs and other information selected by the CONSULTANT. 2. Prepare presentation on the project. 3. Review 3D model if applicable to the project. 4. Summarize the maintainability review workshop comments and action taken on each comment in a memorandum. 5. All comments and recommendations of the workshop and the project maintainability design rules shall be incorporated into the Maintainability Design Memo and the bid documents. 2.4.6 PDR CONSTRUCTABILITY WORKSHOP A. A constructability workshop shall be held after the draft PDR submittal review to identify any fatal flaws in the design relative to constructability. Some of the subjects that shall be covered in this workshop include the following: conflicts between design disciplines, geotechnical considerations, shoring, dewatering methods, construction sequencing, power outages, equipment shutdowns, safety, operational requirements, access for maintenance, size -critical equipment requirements and constraints, permitting, public nuisance issues, other local conditions, and constraints. B. This workshop shall generally be four hours in length. OC SAN and the CONSULTANT staff shall attend this workshop. C. The CONSULTANT shall be responsible for completing the following tasks relative to the workshop: 1. Prepare package for constructability review workshop participants. The package shall consist of detailed plans and specifications and other information selected by the CONSULTANT. 2. Prepare presentation on the project. 3. Summarize the constructability review workshop comments and action taken on each comment in a memorandum. 4. All comments and recommendations of the workshop shall be incorporated into Implementation Plan Design Memo and the Bid Documents. 2.4.7 TECHNICAL PROGRESS MEETINGS A. Technical Progress Meetings shall be held every four weeks for two hours to review various issues with OC SAN's project team. The CONSULTANT shall coordinate with the OC SAN Project Manager to determine what topics will be covered in what meetings, and what OC SAN and the CONSULTANT team members are required for each. 2.4.8 FOCUSED MEETINGS A. Focused meetings shall be held throughout preliminary design to discuss specific issues in detail and generate comments and direction from OC SAN staff. Assume up to 7 one hour virtual meetings unless noted otherwise. The following tentative list of topics may be covered in these meetings: August 2022 11-33 — Final Negotiated Design SOW Page 35 of 55 1. Geotechnical report 2. Quality control plan 3. Permits 4. OC SAN Safety Standards, confined space, and other safety requirements 5. City of Huntington Beach (COHB) requirements 6. Orange County Flood Control District requirements 7. Survey and geotechnical requirements 8. Potholing 9. Structural design (waterproofing) 10. Hazardous Area classification (with OC SAN authority having jurisdiction representative participating) 11. Utilities and utility tie-ins 12. Temporary facilities during construction 13. Sample P&ID; basis for equipment tag numbering 14. Sample control descriptions 15. Sample EID database 16. Sample SAT database 17. Data network block diagram/network connection diagram 18. 1/0 relocation plan 19. Electrical distribution system 20. Single -line diagrams 21. Constructability (shoring and dewatering) 22. Construction sequencing 23. Traffic control 24. Additional meetings as necessary B. Depending on subject matter and attendees, one meeting may cover multiple subjects. The CONSULTANT shall determine how many meetings will be needed to cover these topics. The CONSULTANT may suggest additional topics as necessary. Supplementary meetings may be scheduled with OC SAN staff, as necessary to allow coordination between the CONSULTANT and OC SAN staff. 2.4.9 COORDINATION WITH OTHER PROJECTS MEETINGS A. The project shall be a complete and fully functional facility that is integrated with existing facilities and coordinated with other construction projects. The CONSULTANT shall coordinate potential conflicts with the following adjacent projects and participate in the number of meetings indicated in the following table: August 2022 11-33 — Final Negotiated Design SOW Page 36 of 55 PROJECT COORDINATION MEETINGS PROJECT PROJECT DESCRIPTION COORDINATION MEETINGS J-120 Process Control Systems Upgrades Update SCADA System 3 meetings @ 2 hours PS18-06 Go/No-Go Lights and Signage Lights, signage and warning systems 1 meeting @ 2 hours 2.4.10 STORMWATER COMPLIANCE MEETING A. A formal meeting shall be held with OC SAN's stormwater compliance staff to review the project scope and identify all issues during and after construction affecting compliance with stormwater regulatory requirements and OC SAN's policies and practices. 3. PHASE 3 -DESIGN 3.0 BID DOCUMENTS 3.0.1 GENERAL A. The CONSULTANT shall provide engineering services to prepare biddable plans, technical specifications, and other Bid Documents as required based on the design concepts and criteria developed during Phase 2 - Preliminary Design. In this Scope of Work, construction documents include specifications; drawings; cable, conduit, and cable tray schedules; commissioning plan materials; equipment and instrumentation database (EID); SCADA Administration Tool (SAT); and bypassing plans. 3.0.2 ENGINEERING DESIGN GUIDELINE UPDATES A. All changes in OC SAN's Engineering Standards, OC SAN's Design Guidelines, and/or changes in design concepts and facility layouts because of OC SAN comments that may occur up to transmittal of OC SAN comments on Design Submittal 2 shall be incorporated into the design by the CONSULTANT with no increase in CONSULTANT's Not -to -Exceed upper limit on fees. 3.0.3 GENERAL REQUIREMENTS AND ADDITIONAL GENERAL REQUIREMENTS A. The following are the minimum Additional GRs topics required for this project: ©Summary of Work ©Work Sequence ©Work Restrictions ©Work Restrictions for Collections ©Permits ©Environmental Restrictions and Controls ❑x Measurement and Payment (includes Mobilization/Demobilization) ❑x Seismic Design Criteria (for those restraints, supports, etc. to be design by the Contractor) ❑x Traffic Control ❑x Contractor and Engineer's Field Offices ElShipping, Storage and Handling NProject Control Management System (PMWeb construction management software) NEquipment Service Manuals E]Equipment and Instrument Database (EID) ElCommissioning ElTraining of OC SAN Personnel ElHazardous Materials Mitigation and Controls August 2022 11-33 — Final Negotiated Design SOW Page 37 of 55 3.0.4 DESIGN SUBMITTALS A. The CONSULTANT shall produce the following design submittals as indicated below in accordance with Exhibit 2 - Design Requirements. If a design submittal is eliminated, then the design submittal shall include the requirements associated with the required design submittal along with the requirements associated with the previous unchecked design submittals. NDesign Submittal 2 NDesign Submittal 3 NFinal Design Submittal B. Continuing Work After Design Submittal Submission 0 For Design Submittal 3, the CONSULTANT shall stop all design work until receipt of OC SAN comments on that submittal. ❑The CONSULTANT is expected to stop design work on the project until OC SAN staff completes the review of each Design Submittal. 3.0.5 CABLE AND CONDUIT SCHEDULE ❑xThe CONSULTANT shall put the cable and raceway schedule on the drawings. The CONSULTANT may utilize an Excel spreadsheet and copy the spreadsheet onto the drawings. ❑The CONSULTANT shall utilize OC SAN's Microsoft Access Cable and Raceway Schedule database electronic format. 3.0.6 COMMISSIONING PLAN MATERIALS A. The CONSULTANT shall provide a commissioning plan material in accordance Exhibit 2 - Design Requirements. B. Specifications Section 01810, Commissioning ❑OC SAN will prepare Section 01810 ❑xThe CONSULTANT shall edit Section 01810 ❑xThe CONSULTANT shall prepare Section 01810-Attachment A C. ORT Procedures ❑OC SAN will prepare ORT procedures ❑xThe CONSULTANT shall prepare ORT procedures using OC SAN's ORT procedure generator ❑The CONSULTANT shall prepare new ORT procedures for missing or non-standard equipment D. Pre -FAT Procedures ❑Pre -FAT procedures not required ❑OC SAN will prepare Pre -FAT procedures ❑xThe CONSULTANT shall prepare Pre -FAT procedures E. FAT Procedures ❑OC SAN will prepare FAT procedures ®The CONSULTANT shall prepare FAT procedures and narrative F. RAT Procedures ❑RAT procedures not required ❑OC SAN will prepare RAT procedures ®The CONSULTANT shall prepare RAT procedures G. PAT Procedures August 2022 11-33 — Final Negotiated Design SOW Page 38 of 55 ❑PAT procedures not required ❑OC SAN will prepare PAT procedures ❑xThe CONSULTANT shall prepare PAT procedures 3.0.7 EQUIPMENT AND INSTRUMENTATION DATABASE (EID) ❑EID is not required. ❑OC SAN will develop the EID in accordance Exhibit 2 - Design Requirements. ❑xThe CONSULTANT shall develop EID in accordance Exhibit 2 - Design Requirements. 3.0.8 SCADA ADMINISTRATION TOOL (SAT) ❑SAT is not required. ❑OC SAN will develop the SAT in accordance Exhibit 2 - Design Requirements. ❑xThe CONSULTANT shall develop the SAT in accordance Exhibit 2 - Design Requirements. 3.0.9 CONSTRUCTION SUBMITTAL ITEMS LIST ❑OC SAN will develop the Construction Submittal Items List in accordance with Exhibit 2 - Design Requirements. ❑xThe CONSULTANT shall develop the Construction Submittal Items List in accordance with Exhibit 2 - Design Requirements. 3.0.10 TEMPORARY FACILITIES DURING CONTRUCTION ❑Temporary facilities and bypass pumping are not required. ❑Temporary facilities and bypassing during construction are required, as described under the "Temporary Facilities During Construction" paragraph under the Project Elements, and shall be described in words on the drawings and technical specifications. ❑x Detailed plans and work sequence for temporary facilities and bypassing during construction, as described under the "Temporary Facilities During Construction" paragraph under the Preliminary Design Activities 3.1 DESIGN SUPPORT DOCUMENTATION 3.1.1 DESIGN SUBMITTAL SUPPORT DOCUMENTATION A. The CONSULTANT shall provide a Design Submittal Support Documentation in accordance Exhibit 2 - Design Requirements. B. Design Information 1. The CONSULTANT shall include the following material with each Design Submittal: a. The CONSULTANT shall maintain the Project Logs specified under Phase 2 Project Management through Phase 3. Current copies of all logs shall be included with each Design Submittal. b. Written response log to OC SAN comments on the previous submittal. c. CEQA and Regulatory Compliance Matrix. This matrix shall list each applicable CEQA mitigation requirement and all known permit requirements with the corresponding description of how each requirement is to be satisfied. Measures to satisfy requirements might be in the GRs, Additional GRs, particular specification requirements, or actions taken separately from the construction contract. d. Calculations e. Draft or final Geotechnical Reports not submitted in the previous submittal and those revised since the previous submittal. August 2022 11-33 — Final Negotiated Design SOW Page 39 of 55 f. Proposed list of suppliers to be named in the specifications for major equipment g. Draft or final Fire Protection Reports not submitted in the previous submittal and those revised since the previous submittal. h. Draft or final Field Findings Reports not submitted in the previous submittal and those revised since the previous submittal. i. Equipment data sheets Equipment catalog cuts and vendor quotations. k. Commissioning Package List: The Preliminary Commissioning Package List first developed in the PDR Production Phase shall be updated in each Design Submittal and used as a starting point to develop the list of commissioning procedures. I. All memos that may have been prepared since the previous submittal was delivered. m. At DS 3, provide an updated life cycle cost estimate for the project. C. Facility Operation and Maintenance ❑Not required. OUpdate operating philosophies ❑Update estimates of Operation and Maintenance staffing requirements D. Electrical Design Documentation ❑Electrical design documentation not required. OUpdated Electrical Load Criticality Table ❑Electrical Analysis Report OLoad list for all equipment OEquipment sizing from three manufacturers for motor control centers, switchgear, transformers, and power panels OLighting calculations Standby generator sizing calculations ❑Ductbank cable pulling tension, derating, and cable tray fill calculations E. Power System Studies ❑ETAP not required. OPump Station ETAP model for the project performed by OC SAN. ❑Plant ETAP model for the project performed by the CONSULTANT. O OC SAN will prepare the Electrical System Analysis Report. 3.1.2 CONSTRUCTION COST ESTIMATE A. The CONSULTANT shall provide a cost estimate for the associated design submittal indicated below in accordance with Exhibit 2 - Design Requirements. El ODesign Submittal 2 ODesign Submittal 3 OFinal Design Submittal 3.1.3 CONSTRUCTION SCHEDULE A. The CONSULTANT shall provide a Preliminary Construction Schedule for the associated design submittal indicated below in accordance with Exhibit 2 - Design Requirements. August 2022 11-33 — Final Negotiated Design SOW Page 40 of 55 ❑Construction Schedule is not Required ❑x Design Submittal 2 ❑x Design Submittal 3 OFinal Design Submittal 3.1.4 PROCUREMENT ALTERNATIVES A. The CONSULTANT shall recommend the appropriate procurement alternatives as described in Exhibit 2 - Design Requirements. OProcurement alternatives not required ❑Procurement alternatives required 3.2 DESIGN ACTIVITIES The following services shall be provided by the CONSULTANT or an appropriately qualified subconsultant. In any case, the CONSULTANT shall be responsible for managing all subconsultants, including reviewing their work products prior to submission to OC SAN. 3.2.1 HYDRAULIC MODELING The CONSULTANT services related to Hydraulic Modeling on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. The CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.2 ON -SITE ODOR CONTROL EVALUATION The CONSULTANT services related to On -site Odor Control Evaluation on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. The CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.3 ON -SITE STANDBY POWER ANALYSIS The CONSULTANT services related to On -site Standby Power Analysis on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. The CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.4 WATERPROOFING APPROACH The CONSULTANT services related to Waterproofing Approach on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. The CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.5 SHORING AND DEWATERING METHODS The CONSULTANT services related to Shoring and Dewatering Methods on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. The CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.6 TEMPORARY FACILITIES DURING CONSTRUCTION The CONSULTANT services related to Temporary Facilities During Construction on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. The CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.7 EASEMENTS, PROPERTY BOUNDARIES AND WORK AREA LIMITS August 2022 11-33 — Final Negotiated Design SOW Page 41 of 55 The CONSULTANT services related to Easements, Property Boundaries and Work Area Limits on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. The CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.8 TOPOGRAPHIC SURVEY The CONSULTANT services related to Topographic Survey on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. The CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.9 UTILITY INVESTIGATION The CONSULTANT services related to Utility Investigation on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. The CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. A. Final Design Submittal Utility Coordination Reviews 1. During DS3 submittal review, the CONSULTANT shall meet with outside agencies to verify any changes made by agency during final design period and compare them with the contract drawings. The CONSULTANT shall follow through with due diligence on utilities that do not participate in the USA program, unknown owner of a facility and/or abandoned utilities. 2. During DS3 submittal review, an on -site inspection shall be made in the project area. During the on -site inspection, a senior -level CONSULTANT representative shall walk the site accompanied by OC SAN's Project Engineer and Supervising Inspector. The CONSULTANT's representative shall be experienced in the location and identification of utilities in the field. During the on -site inspection the CONSULTANT shall document all visible features that indicate utilities within the project area and compare them with the contract drawings. 3.2.10 FIRE PROTECTION SERVICES (NOT USED) 3.2.11 NOISE EVALUATION SERVICES A. The CONSULTANT shall prepare a field finding Noise Report. This report shall include the following: 1. Visit site and conduct ambient noise measurements to establish baseline. 2. Identify external sources of noise. 3. Identify potential methods for defining noise impacts. 4. Develop noise model consistent with noise impact assessment methods. 5. Determine exterior noise levels and compliance with assessment standards. 6. If required, develop mitigation measures to meet design standards. 7. Determine compliance with OSHA's regulations. 8. If needed, determine mitigation measures to meet OSHA's requirements. 9. Prepare written report on findings and recommendations. 3.2.12 TRAFFIC CONTROL SERVICES The CONSULTANT shall determine traffic control requirements and prepare plans and specifications for all construction activities performed within or adjacent to the public ROW. The traffic control plans shall be approved by the AHJ by FDS. Additionally, the Traffic Control August 2022 11-33 — Final Negotiated Design SOW Page 42 of 55 designer shall attend City and OC SAN submittal review meetings, workshops, validation meetings and focus meetings, as needed. 3.2.13 PUBLIC RELATIONS The CONSULTANT services related to Public Relations on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 - Design. The CONSULTANT shall allocate the budgeted hours between the Public Relations services in Phase 2 and Phase 3 based on when these services will be required. 3.2.14 ENVIRONMENTAL DOCUMENTATION The CONSULTANT services related to Environmental Documentation on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 - Design. The CONSULTANT shall allocate the budgeted hours between the Environmental Documentation services in Phase 2 and Phase 3 based on when these services will be required. 3.2.15 PERMITTING ASSISTANCE The CONSULTANT services related to Permitting Assistance on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 - Design. The CONSULTANT shall allocate the budgeted hours between the Permitting Assistance services in Phase 2 and Phase 3 based on when these services will be required. 3.2.16 PROJECT MANAGEMENT The CONSULTANT shall be responsible for managing the CONSULTANT's project execution, schedule, budget, subconsultants, and coordination with other projects. The CONSULTANT services related to Project Management on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. The CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.17 RISK MANAGEMENT A. The CONSULTANT shall provide risk management in accordance with Exhibit 4 - Risk Management Requirements. Moderator shall be as specified for Phase 2 — Preliminary Design. B. Risk Management: ❑Not required ❑x Required ❑x DS2 Risk Workshops: 1 hour (held during OC SAN's review of DS2) 3.2.18 QUALITY CONTROL A. The CONSULTANT shall provide Quality Control requirements in accordance with Exhibit 6 - Quality Control Requirements. ❑Independent Multi -Discipline Design Workshop is not required. ❑x Independent Multi -Discipline Design Workshop is required (minimum duration of four days) 3.3 DESIGN WORKSHOPS AND MEETINGS 3.3.1 GENERAL A. Workshop and meeting planning, requirements, agendas, and meeting minutes shall be in accordance with Exhibit 5 - Workshop and Meeting Requirements. 3.3.2 DESIGN PHASE WORKSHOPS A. The focus of workshops is to review project progress to date and the technical decisions that have been made in focused meetings. The CONSULTANT shall conduct the workshops listed August 2022 11-33 — Final Negotiated Design SOW Page 43 of 55 below in Phase 3 — Design after each design submittal. The CONSULTANT shall allow the following time for each workshop: DESIGN PHASE WORKSHOPS WORKSHOP TYPE DURATION Design Kickoff Workshop 2 hours Design Review Meetings 2 hours per discipline Design Validation Meeting 4 hours B. The following Design Review Meetings shall include the following topics, as applicable to the project: 1. Electrical 2. I&C 3. Process 4. Civil/Yard 5. Construction 6. Maintainability 3.3.3 PRE-DS3 CONSTRUCTABILITY WORKSHOP A. A constructability workshop shall be held prior to the DS3 submittal and shall be a three-day workshop. The constructability review is intended to provide OC SAN with an objective third - party review of the bid documents for effectiveness in communicating information to prospective bidders. The review shall determine if the bid documents have sufficient information needed to bid and construct the project and avoid misunderstandings and misinterpretations that may lead to conflict, confusion or claims during construction. This review is not a comprehensive plan check, a dimensional check, or a value engineering assignment. Further, it is recognized that comments may only be given on the level of detail provided at this level of design. B. Constructability review participants shall include highly experienced individuals from construction, OC SAN construction management staff and the CONSULTANT construction management staff. Specialty consultants and discipline engineers may also be included. C. Each constructability review participant shall receive a package at least two weeks in advance. The package shall include plans and specifications, general conditions, the CPM schedule, the construction cost estimate, permits, and other pertinent information. The confirmation statements regarding the size -critical equipment as required in the Engineering Design Guidelines, Chapter 01, Design Guidelines — General Requirements, Section 01.2.15.2 "Size -Critical Equipment" shall also be included in the review package. D. The constructability review shall be held on -site. E. Day 1 shall start with a site visit, for the reviewers to acquaint themselves with the site conditions. After the site visit, the CONSULTANT shall make a short presentation, followed by a question -and -answer period. This is anticipated to take about 1/2 day. The second half of Day 1, Day 2, and the first half of day three shall be individual workdays for the Constructability Review Team. F. On the afternoon of Day 3, the CONSULTANT shall return and listen to comments from the Constructability Review Team. A designated individual shall record the comments, and take notes from the workshop, to document the process. G. Topics the Constructability Review Team must consider shall include: 1. Project consistency, discrepancies, and constructability issues 2. Contradictions, bid package strategies, and biddability issues 3. Size critical equipment requirements and constraints August 2022 11-33 — Final Negotiated Design SOW Page 44 of 55 4. Utility company requirements 5. Construction methods and mitigating impacts 6. Operational requirements 7. Access for maintenance 8. Access to make proper connections 9. User -friendliness and safety 10. Coordination with other projects 11. Draft Commissioning Plan 12. Public nuisance issues 13. Risk sharing 14. Construction sequencing and schedule, materials storage, and work zone accessibility 15. Clarity of the scope of work, and interface activities 16. Access 17. Cost control 18. Partnering with contractor 19. Other local conditions and constraints H. The Constructability Review Team shall provide a list of comments and the CONSULTANT shall respond to each comment, selecting those comments to be included in the final plans and specifications. I. To facilitate the Constructability Review Workshop, the CONSULTANT shall complete the following tasks: 1. Prepare package for constructability review participants. The package shall consist of detailed plans and specifications and other information selected by the CONSULTANT. The package shall be mailed to participants at least one week prior to the workshop. 2. Arrange for off -site location for Constructability Review Workshop. 3. Provide for a constructability review facilitator. 4. Prepare presentation on the project for the Constructability Review Team. 5. Meet with Constructability Review Team to receive comments. 6. Provide listing of constructability review comments and action taken on each comment. (The summary report of constructability review comments shall be prepared by the Constructability Review Team.) J. All comments and recommendations of the workshop shall be incorporated into the bid documents at no additional cost to OC SAN. K. Prior to Final Design, the Commissioning Team shall also conduct an additional constructability review of the final bid documents to review clarity of the bid package, project completeness, and other issues, as necessary. 3.3.4 DESIGN PHASE MEETINGS A. Technical Progress Meetings 1. Technical Progress Meetings shall be held every four weeks for one hour to review various issues with OC SAN's project team. The CONSULTANT shall coordinate with the August 2022 11-33 — Final Negotiated Design SOW Page 45 of 55 OC SAN Project Manager to determine what topics will be covered in what meetings, and what OC SAN and the CONSULTANT team members are required for each. B. Focused Meetings 1. Focused meetings shall be held throughout preliminary design to discuss specific issues in detail and generate comments and direction from OC SAN staff. Assume two-hour virtual bi-weekly meetings unless noted otherwise. The following tentative list of topics may be covered in these meetings: 2. Geotechnical report 3. Quality control plan 4. Permits 5. Contractor Safety Standards, confined space, and other safety requirements 6. City of Huntington Beach requirements 7. Orange County Flood Control District requirements 8. Army Corps of Engineers Requirements 9. Survey and geotechnical requirements 10. Potholing 11. Hazardous Area classification (with OC SAN authority having jurisdiction representative participating) 12. Utilities and utility tie-ins 13. Temporary facilities during construction 14. Sample P&ID; basis for equipment tag numbering 15. Sample control descriptions 16. Sample EID database 17. Sample SAT database 18. Data network block diagram/network connection diagram 19. 1/0 relocation plan 20. Single -line diagrams 21. Construction sequencing 22. Traffic control 23. Additional meetings as necessary 24. The CONSULTANT may suggest additional topics as necessary. Supplementary meetings may be scheduled with OC SAN staff, as necessary to allow coordination between the CONSULTANT and OC SAN staff. 3.3.5 VIRTUAL CONSULTANT OFFICE TECHNICAL MEETINGS (VCOTMS) A. The CONSULTANT shall schedule, at a minimum, the following Virtual CONSULTANT Office Technical Meetings (VCOTMs): 1. One two-hour visit to review the Loop Tag Number scheme and control documentation. 2. Three two-hour visits to review the CONSULTANT Implementation of CAD standards and P&ID tag extraction. 3. Two two-hour visits to review the first few P&ID drawings. August 2022 11-33 — Final Negotiated Design SOW Page 46 of 55 4. Two two-hour visits to review the early Control Strategies. 5. One two-hour visit to establish the basic control panel design. 6. One two-hour visit to review the Conduit, Tray and Cable Schedules 7. One two-hour visit to review each of the first elementary diagrams, first panel schematics. 8. One two-hour visit to review each of the SAT and EID products, including P&ID, SAT, and EID coordination. 9. Four one -hour follow up visits for the above. B. The CONSULTANT shall schedule each of the above VCOTMs and shall coordinate with OC SAN's Project Manager to be sure the correct personnel participate in the meetings. The CONSULTANT may propose additional, eliminate, or combine VCOTMs as needed to support the detailed design. C. OC SAN may also request additional "over the shoulder" design review meetings to audit the design in other areas not listed above. 3.3.6 COORDINATION WITH OTHER PROJECTS MEETINGS A. The project shall be a complete and fully functional facility that is integrated with existing facilities and coordinated with other construction projects. The CONSULTANT shall coordinate potential conflicts with the following adjacent projects and participate in the number of meetings indicated in the following table: PROJECT COORDINATION MEETINGS PROJECT PROJECT COORDINATION DESCRIPTION MEETINGS J-120 Process Control Systems Upgrades Update SCADA System 3 meetings @ 2 hours PS18-06 Go/No-Go Lights and Signage Lights, signage and 1 meeting @ 2 hours warning systems 3.3.7 COMMISSIONING TEAM MEETINGS A. Design phase commissioning team meetings shall be held on a monthly basis after completion of OC SAN's review DS2. B. Meetings will generally be three hours in length. The CONSULTANT shall determine how many meetings shall be needed to cover these topics and organize the topics accordingly. The CONSULTANT may suggest additional topics as necessary. Supplementary meetings may be scheduled with OC SAN staff, as necessary, to allow coordination between The CONSULTANT and OC SAN staff. C. The Commissioning Team meetings shall cover the following subjects: 1. Provide a detailed review of the proposed construction sequencing plan and make recommendations for improvements. These recommendations shall be incorporated into the plans and specifications as appropriate. Possible incentives for the contractor to finish the project early shall be explored. 2. Identify procedures, testing requirements and sequencing for commissioning. 3. Develop a detailed outline of a commissioning plan based on the results of the recommended construction sequencing plan. 4. Prepare testing requirements and plan to prove process performance relative to design criteria developed in the PDR. Testing shall be performed after the RAT and supervised by the CONSULTANT. August 2022 11-33 — Final Negotiated Design SOW Page 47 of 55 5. Identify timing within the construction contract schedule when commissioning activities are required, including hold points for testing and inspection. 6. Identify roles and responsibilities of the Project Manager, Resident Engineer, Inspector, Project Engineer, PCI, Engineering support, the CONSULTANT and contractor. 7. Develop a timeline of commissioning 8. Update the commissioning specification 9. Review OC SAN standard form style and application for testing and commissioning documentation 10. Electrical, mechanical and process tie-ins 11. Startup requirements and testing 12. O&M training 3.3.8 SAFETY AND RISK MEETING A. Meet with OC SAN Safety and Risk Management personnel between DS2 and DS3 to review the plans and specifications in accordance with OC SAN safety policies and OC SAN Risk Management goals. 3.3.9 CONSTRUCTION SUBMITTAL ITEMS LIST MEETING A. Meet with OC SAN between DS2 and DS3 to review the CONSULTANT's approach to developing the project Construction Submittal Items List and the CONSULTANT -provided specifications and discuss the grouping of submittals in commissioning packages and phases. 3.3.10 STORMWATER COMPLIANCE MEETING A. A formal meeting shall be held with OC SAN's stormwater compliance staff to review the project scope and identify all issues during and after construction affecting compliance with stormwater regulatory requirements and OC SAN's policies and practices. 3.3.11 SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT (AQMD) A. A formal meeting shall be held with OC SAN's stormwater compliance staff to review the project scope and identify all issues and review draft South Coast AQMD application prepared by CONSULTANT. 3.4 BID PHASE SUPPORT SERVICES 3.4.1 BID PHASE SUPPORT SERVICES A. The CONSULTANT shall provide the following bid period services: 1. Participate in the pre -bid meeting. 2. Prepare project drawing set and project specification addenda to provide clarification and resolve errors and omissions identified prior to bid opening. 3.4.2 BID EVALUATION ASSISTANCE A. Participate in reviewing alternate equipment proposals from the contractor, if applicable. B. Participate in the evaluation of the submitted bids, furnish consultation and advice to OC SAN staff and assist with all the related equipment, cost, and other analyses as required to finalize the award decision. 3.4.3 CONFORMED DOCUMENT PREPARATION A. Within two weeks of the bid date, prepare conformed documents set (drawings, databases, specifications, and other required materials) that incorporates the addenda. See Engineering August 2022 11-33 — Final Negotiated Design SOW Page 48 of 55 Design Guidelines, Chapter 01, Design Guidelines — General Requirements, Section 01.4 "Preparation of Project Deliverables" for requirements as modified in Section V of this Scope of Work, "Project -Specific Deviations from OC SAN Design Guidelines" and the requirements of the CAD Manual). 4. PHASE 4 - CONSTRUCTION AND INSTALLATION SERVICES Not in this Scope of Work. 5. PHASE 5 - COMMISSIONING SERVICES Not in this Scope of Work. 6. PHASE 6 - CLOSE OUT Not in this Scope of Work. 7. GENERAL REQUIREMENTS 7.0 GENERAL 7.0.1 OC SAN ENGINEERING DESIGN GUIDELINES AND STRATEGIC PLAN The CONSULTANT shall refer to and adhere to the requirements of the Contractor Safety Standards, OC SAN Engineering Design Guidelines, any deviations to the Engineering Design Guidelines listed below, and other OC SAN's Design Standards referenced therein. Exhibit 17 — OC SAN Engineering Design Guidelines and Standards — Available at https://www.ocsd.com/about-us/transparency/document-central/-folder-917 is a complete set of OC SAN Design Standards. The link will navigate to the latest edition at the time of the design proposal stage. A. The Engineering Guidelines define what design concepts/tools/methods and project management requirements shall be adhered to and in what manner they shall be used/provided by Consultants, e.g., requirements regarding design concepts, submittals, documentation details, use of OC SAN Master Specifications, and other related OC SAN Standards, etc. B. Refer also to Section "CONSULTANT's Responsibilities" in OC SAN Engineering Design Guidelines Chapter 01. Refer to "Master Specifications Instructions for Use" that mandates rules and conventions to be used in all OC SAN project specifications. C. The project Scope of Work defines whether each specific deliverable described in the Guidelines shall be part of the project and when each task shall take place. D. The project Scope of Work also includes requirements that supplement and/or modify the Guidelines requirements for this project. E. The project Scope of Work and OC SAN Engineering Design Guidelines impact the CONSULTANT's project cost. F. Except as specified in this Scope of Work, design of all facilities shall conform to the recommendations of the currently approved Master Plan for OC SAN facilities. The project shall also incorporate all applicable mitigation measures included in associated environmental documents and site -specific local requirements. G. In addition, OC SAN will require the CONSULTANT to follow subsequent revisions of the Contractor Safety Standards, OC SAN Engineering Design Guidelines, and other OC SAN Design Standards up to transmittal by OC SAN of comments on Design Submittal 3. All revisions shall be incorporated into the design by the CONSULTANT with no increase in the CONSULTANT's Not -to -Exceed upper limit on fees. August 2022 11-33 — Final Negotiated Design SOW Page 49 of 55 H. OC SAN may update OC SAN's Master Specifications and/or add new OC SAN Master Specifications up to transmittal by OC SAN of comments on Design Submittal 2. The CONSULTANT shall utilize the new and/or modified Master Specifications for the DS3 submittal. I. The CONSULTANT shall not begin editing the project specifications until the project team meets with OC SAN's Design Standards Custodian to discuss and receive comments regarding the CONSULTANT's proposed list of project specifications. This meeting will be used to determine which specifications are to use OC SAN's master specifications, and where other sources will be utilized. 7.0.2 PROJECT PHASES AND TASKS A. Project tasks and deliverables shall include the requirements described in this Scope of Work. The CONSULTANT shall also refer to Exhibit 7 — Design Submittal Requirements Matrix for the level of detail requirements for individual deliverables in each Phase of the project not covered in the Scope of Work. 7.0.3 CONSTRUCTION SEQUENCING AND CONSTRAINTS A. The CONSULTANT shall develop with OC SAN staff and include in the bid documents detailed requirements for construction sequencing and constraints. These shall ensure safe and reliable operation and maintenance of OC SAN facilities. The facilities must be kept on-line and fully operational with minimal interruptions throughout construction. 7.0.4 WORKING HOURS A. Meetings with OC SAN staff shall be scheduled from Monday through Thursday between the hours of 8:00 AM and 4:00 PM. Any CONSULTANT staff working on -site shall conform to OC SAN work schedules. The CONSULTANT shall refer to the Engineering Design Guidelines, Chapter 01, Section 01.3.5 "CONSULTANT Inspection of Treatment Facilities" for further requirements. 7.0.5 STANDARD DRAWINGS AND TYPICAL DETAILS A. All the details used in the project (OC SAN's Standard Drawings and the CONSULTANT - developed typical details) shall be shown on the plans. 7.0.6 SOFTWARE A. The CONSULTANT is expected to develop and provide the deliverables using the standard software currently approved for use by OC SAN. The standard OC SAN software includes, but is not limited to, the following: 1. Windows Professional 2. Esri software (fGDB, pGDB or shapefile formats) 3. Microsoft Internet Explorer 4. Autodesk software (AutoCAD, AutoCAD Map3D or compatible dwg file format) 5. Microsoft Office, including MS Teams 6. Maximo 7. Bluebeam Revu Extreme 8. Primavera P6 for scheduling 9. Innovyze ICM Hydraulic Model 10. Database software as defined elsewhere in the project Scope of Work B. Any software that the CONSULTANT needs to comply with these standards shall be purchased and maintained by the CONSULTANT at no additional cost to OC SAN. In the event August 2022 11-33 — Final Negotiated Design SOW Page 50 of 55 OC SAN provides the CONSULTANT with access to OC SAN software and hardware at an OC SAN facility to facilitate performance of their work, all software shall remain the property of OC SAN. Only software licensed to OC SAN shall be installed on OC SAN equipment. In addition, only OC SAN IT Department staff will perform the installation of this software. C. Refer to Chapters 10 and 11 and Appendix A of OC SAN Engineering Design Guidelines for requirements on preparation of Criticality Tables and ETAP, SAT, and EID databases. Refer to OC SAN CAD Manual and to Chapter 11 and Appendix A of OC SAN Engineering Design Guidelines for requirements regarding P&ID drawings. 7.0.7 SUBMITTAL REVIEW USING BLUEBEAM A. OC SAN has standardized on the use of Bluebeam Revu for reviewing and providing comments to PDF files. PDF files will be hosted in a Bluebeam cloud -based studio session for review. See Exhibit 15 - Bluebeam Designer User Training for a detailed explanation on how Bluebeam will be used to provide, validate, and close submittal review comments. B. Prior to submitting electronic PDF files, format them as indicated in Exhibit 14 - Bluebeam Designer Training for Submission and "OC SAN CAD Standards Manual' prior to submission. C. A one -hour training session on the use of Bluebeam and custom status menu will be provided by OC SAN. All CONSULTANT team members responsible for quality control and reconciliation of submittal comments shall attend. 7.0.8 WORD TRACK CHANGES A. Specifications documents and other MS -Word based deliverables will be hosted in OC SAN Teams environment for review. The guidelines for reviewing and commenting on MS -Word files, including Specifications reviews, can be found in Exhibit 16 - Spec Review using Microsoft Word and Teams. 7.0.9 GIS SUBMITTALS A. The CONSULTANT shall provide the following GIS deliverables propagated from approved design submittals after the design submittal is accepted. These GIS submittals will not be reviewed or presented by the CONSULTANT. The purpose is to provide project specific GIS layers that could be used to visualize interproject dependencies and conflicts. 1. Electronic Submittal a. Kmz files for use with Google Earth 2. Final PDR a. Single project boundary (Polygon) (1) Boundary to encompass all new facilities and existing to be modified including: a) Buildings\Structures b) Tunnels c) Utilities d) Pavement e) Street boundary (ROW to ROW) of possible alignment b. Structures (Polygon) a) New structure outline b) Additions to existing structures c) Structure label 3. DS2, DS3, and FDS August 2022 11-33 — Final Negotiated Design SOW Page 51 of 55 a. Project boundary - updated from previous DS b. Structures - updated from previous DS c. Utilities - updated from previous DS d. Manholes - updated from previous DS e. Excavation of pits - updated from previous DS f. Critical (as defined by Dig Alert) utility crossings (Point) (1) Crossing of Dig Alert critical utilities (2) Critical utility label a) Natural gas b) Fuel pipeline c) 12 kV Electrical g. Asphalt (Polygon) (1) Asphalt to be replaced 8. PROJECT -SPECIFIC DEVIATIONS FROM OC SAN DESIGN GUIDELINES The following Scope sections change the Engineering Design Guidelines requirements for this project and apply to ALL its Project Elements: 8.0 ENGINEERING DESIGN GUIDELINES CHAPTER 01, "DESIGN GUIDELINES - GENERAL REQUIREMENTS" 8.0.1 SECTION 01.2.19 "LIFE CYCLE COSTS" A. Replace the 1st paragraph with the following: B. The CONSULTANT shall conduct a sensitivity analysis to see if the life cycle costing analysis is sensitive to the following assumed costs: chemical costs 8.0.2 ENGINEERING DESIGN GUIDELINES CHAPTER 06, "MECHANICAL DESIGN" A. Section 06.7 "Vibration Analysis for Rotating Electrical Equipment' 1. Replace the entire section with the following: The CONSULTANT shall perform a RUN evaluation for all pumping systems according to ANSI/HI 9.6.8-2014 or latest (Rotodynamic Pumps —Guideline for Dynamics of Pumping Machinery), to assess various vibration related phenomena. RUN is the general term used to denote the quantity obtained from multiplying the Risk (R) value and Uncertainty (U) value determined during the appropriate evaluation. This evaluation will help determine the relevant analysis level required to appropriately evaluate pumping machinery construction attributes and relevant site characteristics. The CONSULTANT shall obtain (from the manufacturers of the rotating equipment) or calculate (based on anticipated turning speeds, operational requirements, etc.) the relevant equipment and system natural and/or excitation frequencies. These frequencies will include any effect from the various torsional, lateral, and structural behaviors of the equipment or system. All other rotating equipment such as fans, blowers, compressors, and pumps/equipment not covered by other standards or specifications, etc. shall undergo a similar evaluation to determine relevant risk and analysis requirements to ensure project success and August 2022 11-33 — Final Negotiated Design SOW Page 52 of 55 reliability targets are met. For these other types of rotating equipment not covered by other standards or specifications, the CONSULTANT shall propose a plan for OC SAN to approve prior to analysis being performed accordingly. For the purpose of estimating level of effort, the Risk Value, "R", for critical equipment that is required for continuous operation of a process system or where standard equipment is modified slightly for this application, a R-Value of 4 should be assumed. For systems dedicated to a redundant process train or where standard equipment is used, a R-Value of 2 should be assumed. The results from the above RUN evaluation shall be used by the CONSULTANT in their subsequent design, to help provide a robust solution for the project needs. Iterations of design and equipment substitutions shall trigger additional RUN evaluations and analysis, as needed. Final equipment acceptability and commissioning shall be per ANSI/HI 9.6.4-2009 or latest (Rotodynamic Pumps —for Vibration Measurements and Allowable Values), applicable Part of ISO 10816 latest (Mechanical Vibration), ANSI/AMCA 204-05:2012 or latest (Balance Quality and Vibration Levels for Fans), ISO 1940-1:2003 or latest (Mechanical Vibration —Balance Quality Requirements for Rotors in a Constant (Rigid) State), and ISO 21940-12:2016 or latest (Mechanical Vibration — Rotor Balancing —Procedures and Tolerances for Rotors with Flexible Behavior) as applicable. In addition, all loads, forces, and moments imparted to equipment or piping, including resonance, shall be fully mitigated and all usage cases analyzed and documented per ASME 31.3-2018 or latest (Process Piping) at a minimum, and properly designed within applicable allowable stresses, etc. If there are conflicts in the standards specified, the more stringent value or condition to prevail. 8.0.3 ENGINEERING DESIGN GUIDELINES CHAPTER 10, "ELECTRICAL DESIGN CRITERIA" A. Section 10.1.1 "Electrical Design Basis and Assumptions- Data, Measurements and Analyses" 1. Replace the 1st paragraph with the following: 2. The calculation criteria for this project shall be as follows: the CONSULTANT is to coordinate with utility for short circuit contribution. 3. The CONSULTANT shall also refer to Engineering Design Guidelines, Chapter 10, Section 10.7 "Distribution System Requirements" for requirements. B. Section 10.2.1.11 "Report - Motor Starting Study" 1. Replace the last 2 paragraphs with the following: 2. Dynamic Motor Study as part of the Motor Starting Study shall not be required for this project C. Section 10.2.1.18 "Report - Other Analyses" 1. Replace the text with the following: 2. The CONSULTANT shall also include in the Report the following analyses 3. All testing shall be compared to equipment manufacturer or designated equipment specification(s) by a certified testing contractor. 4. Other analyses required in accordance with recognized engineering practice to support prudent design for the project, but not necessarily indicated in the Scope of Work. 8.0.4 ENGINEERING DESIGN GUIDELINES, CHAPTER 11, "INSTRUMENTATION AND CONTROL" A. Section 11.4.1 "Requirements Study" August 2022 11-33 — Final Negotiated Design SOW Page 53 of 55 1. The Requirements Study shall not be part of the Scope of Work. 9. STAFF ASSISTANCE OC SAN staff member or designee assigned to work with the CONSULTANT on the design of this project is Hardat Khublall at (714) 720-6965, e-mail to: hkhublall@ocsan.gov. 10. EXHIBITS Exhibit 1 - Preliminary Design Report Requirements Exhibit 2 - Design Requirements Exhibit 3 - Project Management Requirements Exhibit 4 - Risk Management Requirements Exhibit 5 - Workshop and Meeting Requirements Exhibit 6 - Quality Control Requirements Exhibit 7 - Design Submittal Requirements Matrix Exhibit 8 - Project Schedule Calculation Exhibit 9 - Deliverables Quantities Exhibit 10a - Sample Construction Cost Estimate Format Sample 1 Exhibit 10b - Sample Construction Cost Estimate Format Sample 2 Exhibit 11 - Sample Full Project Safety Review Plan Exhibit 12 - Sample Risk Management Check List Exhibit 13 - Sample MMRP Log Template Exhibit 14 - Bluebeam Designer Training for Submission Exhibit 15 - Bluebeam Designer User Training Exhibit 16 - Spec Review using Microsoft Word and Teams Exhibit 17 - OC SAN Engineering Design Guidelines and Standards — Available online at https://www.ocsd.com/about-us/transparency/document-central/-folder-917 Exhibit 18 — NOT USED Exhibit 19 - Project Reference Material • Exhibit 19A — Existing Edinger Pump Station Record Drawings • Exhibit 19B — Project FR12-035 Record Drawings • Exhibit 19C — Edinger Pump Station Rehabilitation Study Final Report • Exhibit 19D — Edinger Pump Station Conceptual Design Drawings • Exhibit 19E — Edinger Pump Station Geotechnical Evaluation • Exhibit 19F — Edinger Pump Station Conceptual Electrical Drawings • Exhibit 19G — Force Main Profile • Exhibit 19H — Gravity Sewer Profile August 2022 11-33 — Final Negotiated Design SOW Page 54 of 55 • Exhibit 191 — Example Passive Odor Control System Exhibit 20 — ORT Procedure Examples Exhibit 21 — Sample FAT Narrative Exhibit 22 — Sample FAT Procedure Exhibit 23 - Sample RAT Procedure HK:sa August 2022 11-33 — Final Negotiated Design SOW Page 55 of 55 9/27/2022 1 Yn� re t waa,u r�' nu.r - �5 Edinger Avenue Project Project Location • • City • Huntington ■° r Beach �r c-m —City Limits an Flow M 2 1 9/27/2022 What's the •• Future Capacity Deficiency End of useful life NNI r. 9/27/2022 Problem?What's the (Cont.) Limited access: v ICY v West 11 vier Ch]nnpI VI 1 "�Edinger Avenue ' I� �R N Located Underground { _ Sidewalk Closure Lane Closure 5 A 9/27/2022 -Two proposals received -Interviews conducted with both firms •Arcadis, U.S. Inc. selected: -Presented a detailed plan on how to execute the project that met the project goals • Experienced project team in pump station design F6 Original Proposal Negotiated Total Hours 15,030 13,706 Total Fee $3,397,488 $3,125,590 • Clarified scope of work and design assumptions • Adjusted level of effort for the work K M 9/27/2022 Recommend to the Board of Directors to: A. Approve a Professional Design Services Agreement with Arcadis, U.S., Inc. to provide engineering services for Edinger Pump Station Replacement, Project No. 11-33, for an amount not to exceed $3,125,590; and B. Approve a contingency of $312,560 (10%). W 10 "� SAN ORANGE COUNTY SANITATION DISTRICT File #: 2022-2332 OPERATIONS COMMITTEE Agenda Report Agenda Date: 10/5/2022 FROM: James D. Herberg, General Manager Originator: Kathy Millea, Director of Engineering SUBJECT: GREENVILLE TRUNK IMPROVEMENTS, PROJECT NO. 1-24 GENERAL MANAGER'S RECOMMENDATION Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714)593-7433 Agenda Item No: 8. RECOMMENDATION: Recommend to the Board of Directors to: A. Approve a Professional Design Services Agreement with Brown and Caldwell to provide engineering services for Greenville Trunk Improvements, Project No. 1-24, for an amount not to exceed $4,730,000-1 and B. Approve a contingency of $473,000 (10%). BACKGROUND The Greenville Trunk sewer was originally constructed in the city of Santa Ana in 1952. In 1959, a portion of the sewer was reconstructed as a siphon to allow for the Santa Ana Gardens Channel storm drains crossing. The majority of the Greenville Trunk sewer consists of 24-inch and 27-inch vitrified clay pipe. Nearly all manhole structures on the Greenville Trunk sewer are uncoated concrete manholes. RELEVANT STANDARDS • Meet or exceed sanitary sewer overflow regulations • Comply with California Government Code §4526: Select the "best qualified firm" and "negotiate fair and equitable fees" • Protect OC San assets • Commitment to safety & reducing risk in all operations PROBLEM There are multiple issues associated with the Greenville Trunk sewer, including capacity, condition, oversized siphons, and accessibility issues. The Orange County Sanitation District (OC San) Collections Capacity Evaluation Study identified surcharging in the Greenville Trunk sewer under modeled 2040 peak wet weather flow conditions. Closed-circuit television inspection of the sewer indicates that there are cracks, widespread leaking joints, calcification in the sewer, and corroded Orange County Sanitation District Page 1 of 5 Printed on 9/27/2022 powered by LegistarTIM File #: 2022-2332 Agenda Date: 10/5/2022 Agenda Item No: 8. manholes along the trunk line. Furthermore, the siphons are oversized for the current flow conditions which contributes to accumulation of solids in the siphons. Finally, several manholes along the trunk sewer are difficult for Collections staff to access for maintenance, including one that is located under a playground, and another that is adjacent to a fire station, inhibiting fire truck mobility during scheduled siphon maintenance. PROPOSED SOLUTION Approve a Professional Design Services Agreement for Greenville Trunk Improvements, Project No. 1-24. This project will upsize the Greenville Trunk sewer, including the replacement of 16,100 linear feet of pipelines, two siphons, air jumpers, and 41 manholes. Construction will require careful coordination with neighbors and businesses to minimize public impact. TIMING CONCERNS Delaying the approval of the agreement would delay completion of the project, which would increase the risk that a spill might occur before the work is completed. RAMIFICATIONS OF NOT TAKING ACTION Without this project, the capacity deficiencies in the pipeline could result in a sewage spill during wet weather conditions. PRIOR COMMITTEE/BOARD ACTIONS N/A ADDITIONAL INFORMATION Consultant Selection: OC San requested and advertised for proposals for the Greenville Trunk Improvements, Project No. 1 -24 on March 16, 2022. The following evaluation criteria were described in the Request for Proposals (RFP) and used to determine the most qualified Consultant. CRITERION WEIGHT Project Understanding and Approach 40% Related Project Experience 30% Project Team and Staff Qualifications 30% Five proposals were received on May 24, 2022 and evaluated in accordance with the evaluation process set forth in OC San's Purchasing Ordinance by a pre -selected Evaluation Team consisting of the following OC San staff: CIP Project Manager, Associate Engineer, Engineering Manager, Engineering Supervisor, and a Maintenance Manager. The Evaluation Team also included one non- voting representative from the Contracts Administration Division The Evaluation Team scored the proposals on the established criteria as summarized in the table below: Orange County Sanitation District Page 2 of 5 Printed on 9/27/2022 powered by LegistarTM File #: 2022-2332 Agenda Date: 10/5/2022 Agenda Item No: 8. Firm Approach (Max 40) Related Experience (Max 30) Team (Max 30) Total Score (Max 100) 1 Brown and Caldwell 33 24 25 82 2 Noodard & Curran 25 24 24 3 3 Black & Veatch Corporation 24 19 22 5 4 Ntkins North America, Inc. 23 16 20 9 5 HD, Inc. F4 16 17 7 Based on this scoring, the two highest -scoring firms were shortlisted for interviews on June 20, 2022. Following the interview, each member of the Evaluation Team scored the Consultants based on both the proposals and interviews using the evaluation criteria and weighting described above. Based on the scoring shown below, Brown and Caldwell was selected as the most qualified Consultant. Firm Approach (Max Related Team (Max Total Score 40) Experience 30) (Max 100) (Max 30) 1 Brown and Caldwell 37 25 27 89 2 oodard & Curran 3 P3 19 5 Brown and Caldwell excelled in both the proposal and the interview. Their technical proposal went beyond a general understanding of the Scope of Work and provided specific examples of how the proposed team would efficiently approach unique design challenges of the project. Additionally, the proposal showed that the firm has the appropriate relevant project experience and a well-defined project execution plan regarding the alignment and key decisions needed during the Preliminary Design phase to start the Final Design with a well-defined scope. Brown and Caldwell's interview presentation was notable for the thoughtful structure which was effective in directly and comprehensively addressing the assigned topics, including the CEQA schedule outline and well- defined risk management approach. Brown and Caldwell's performance in the interview confirmed a clear understanding of OC San's expectations and key challenges for each element. Therefore, the Evaluation Team determined that Brown and Caldwell is the most qualified firm to complete the Scope of Work. Review of Fee Proposal and Neaotiations: Proposals were accompanied by sealed fee proposals. In accordance with OC San's Purchasing Ordinance, the fee proposal of only the highest -ranked firm was opened after approval by the Director of Engineering of the Evaluation Committee's recommendation. To meet the goals and objectives of the Project, on June 27, 2022, the Evaluation Team began negotiations with Brown and Caldwell to clarify the requirements of the Scope of Work, the assumptions used for the estimated level of effort, and the proposed approach to meet the goals and objectives for the project. Negotiations included multiple meetings, phone calls, and emails to verify assumptions and level of effort, resulting in a $596,015 decrease in the overall level of effort. Orange County Sanitation District Page 3 of 5 Printed on 9/27/2022 powered by LegistarTM File #: 2022-2332 Agenda Date: 10/5/2022 Agenda Item No: 8. The following table summarizes how the estimated level of effort was revised through the negotiations process. Original Fee Proposal Final Fee Proposal Number of Drawings 197 157 Total Hours 24,890 20,826 Total Fee $5,326,015 $4,730,000 The Consultant's fringe and overhead costs, which factor into the billing rate, have been substantiated. The contract profit is 5%, which is based on an established formula for OC San's standard design agreements. Staff has determined that the final negotiated fee is fair and reasonable for the level of effort required for this project and recommends award of the Professional Design Services Agreement to Brown and Caldwell. Construction Cost Estimate Increase: OC San staff recently updated the construction cost estimate for this project, which was previously completed in January 2020. The updated cost estimate is substantially higher (at $33,642,000) than the previous cost estimate (at $28,461,000). Although the recent construction cost estimate is much higher than the previous cost estimate, staff recommends not requesting additional budget increase to cover the increase in the construction cost until after the Preliminary Design Report for the project is completed. This will allow the Consultant to evaluate potential cost saving ideas and to update the construction cost estimate based on the decisions made during the Preliminary Design phase. CEQA The Project is included in the Facilities Master Plan 2020 Program Environmental Impact Report, State Clearinghouse Number 2019070998. If the Consultant proposes to change the sewer alignment as the result of their evaluation during the Preliminary Design phase, the Project may require an Initial Study Mitigated Negative Declaration to be performed. FINANCIAL CONSIDERATIONS This request complies with authority levels of OC San's Purchasing Ordinance. This item has been budgeted (Adopted Budget, Fiscal Years 2022-2023 and 2023-2024, Section 8, Page 13) and the budget is sufficient for the recommended action. Although additional budget may be required for an increase in the construction cost estimate, staff recommends waiting until after the Preliminary Design phase of the project to request additional budget. Orange County Sanitation District Page 4 of 5 Printed on 9/27/2022 powered by LegistarTM File #: 2022-2332 Agenda Date: 10/5/2022 Agenda Item No: 8. ATTACHMENT The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package: • Professional Design Services Agreement • Presentation VP- tk Orange County Sanitation District Page 5 of 5 Printed on 9/27/2022 powered by LegistarT" PROFESSIONAL DESIGN SERVICES AGREEMENT This PROFESSIONAL DESIGN SERVICES AGREEMENT, (hereinafter referred to as "Agreement"), is made and entered into to be effective the 26th day of October, 2022 by and between the ORANGE COUNTY SANITATION DISTRICT, (hereinafter referred to as "OC SAN"), and BROWN AND CALDWELL, (hereinafter referred to as "CONSULTANT"). WITNESSETH: WHEREAS, OC SAN desires to engage CONSULTANT for Greenville Trunk Improvements, Project No. 1-24; and to provide professional design services for the Greenville Trunk Sewer, (Services) and WHEREAS, CONSULTANT is qualified to provide the necessary services in connection with these requirements and has agreed to provide the necessary professional services; and WHEREAS, OC SAN has adopted procedures for the selection of professional design services and has proceeded in accordance with said procedures to select CONSULTANT to perform the Services; and WHEREAS, at its regular meeting on October 26, 2022 the Board of Directors, by Minute Order, accepted the recommendation of the Operations Committee pursuant to OC SAN's Ordinance No. OC SAN-56 to approve this Agreement. NOW, THEREFORE, in consideration of the promises and mutual benefits, which will result to the parties in carrying out the terms of this Agreement, it is mutually agreed as follows: SCOPE OF WORK CONSULTANT agrees to furnish necessary professional and technical services to accomplish those project elements outlined in the Scope of Work attached hereto as Attachment "A", and by this reference made a part of this Agreement. A. The CONSULTANT shall be responsible for the professional quality, technical accuracy, completeness, and coordination of all design, drawings, specifications, and other services furnished by the CONSULTANT under this Agreement, including the work performed by its subconsultants (Subconsultants). Where approval by OC SAN is indicated, it is understood to be conceptual approval only and does not relieve the CONSULTANT of responsibility for complying with all laws, codes, industry standards, and liability for damages caused by errors, omissions, noncompliance with industry standards, and/or negligence on the part of the CONSULTANT or its Subconsultants. B. CONSULTANT is responsible for the quality of work prepared under this Agreement and shall perform its work in accordance with professional engineering standards in effect for clarity, uniformity, and completeness. CONSULTANT shall respond to all of OC SAN's questions, comments, suggestions, corrections, and recommendations (i.e., DS1, DS2, DS3, and FDS). All comments shall be incorporated into the design prior to the next submittal PDSA Revised 020222 PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 1 of 20 deadline or addressed, in writing, as to why the comment has not been incorporated. CONSULTANT shall ensure that each submittal is 100% accurate for the level of work submitted (i.e., correct references, terms, capitalization, or equal status, spelling, punctuation, etc.) C. In the event that work is not performed to the satisfaction of OC SAN and does not conform to the requirements of this Agreement or any applicable industry standards, the CONSULTANT shall, without additional compensation, promptly correct or revise any errors or deficiencies in its designs, drawings, specifications, or other services within the timeframe specified by the Project Engineer/Project Manager. OC SAN may charge to CONSULTANT all costs, expenses and damages associated with any such corrections or revisions. D. All CAD drawings, figures, and other work shall be produced by CONSULTANTS and Subconsultants using OC SAN CAD Manual. Conversion of CAD work from any other non-standard CAD format to OC SAN format shall not be acceptable in lieu of this requirement. Electronic files shall conform to OC SAN specifications. Any changes to these specifications by the CONSULTANT are subject to review and approval of OC SAN. Electronic files shall be subject to an acceptance period of 30 calendar days during which OC SAN shall perform appropriate reviews and including CAD Manual compliance. CONSULTANT shall correct any discrepancies or errors detected and reported within the acceptance period at no additional cost to OC SAN. E. The CONSULTANT shall ensure that all plans and specifications prepared or recommended under this Agreement allow for competitive bidding. The CONSULTANT shall design such plans or specifications so that procurement of services, labor or materials are not available from only one source, and shall not design plans and specifications around a single or specific product, piece of major equipment or machinery, a specific patented design or a proprietary process, unless required by principles of sound engineering practice and supported by a written justification that has been approved in writing by OC SAN. The CONSULTANT shall submit this written justification to OC SAN prior to beginning work on such plans and specifications. Whenever the CONSULTANT recommends a specific product or equipment for competitive procurement, such recommendation shall include at least two brand names of products that are capable of meeting the functional requirements applicable to the project. F. All professional services performed by the CONSULTANT, including but not limited to all drafts, data, correspondence, proposals, reports, and estimates compiled or composed by the CONSULTANT, pursuant to this Agreement, are for the sole use of OC SAN, its agents and employees. Neither the documents nor their contents shall be released to any third party without the prior written consent of OC SAN. This provision does not apply to information that (a) was publicly known, or otherwise known to the CONSULTANT, at the time that it was disclosed to the CONSULTANT by OC SAN, (b) subsequently becomes publicly known to the CONSULTANT other than through disclosure by OC SAN. PDSA Revised 020222 PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 2 of 20 G. OC SAN shall furnish the CONSULTANT available studies, reports and other data pertinent to the CONSULTANT's service; obtain or authorize the CONSULTANT to obtain or provide additional reports and data as required; furnish to the CONSULTANT services of others required for the performance of the CONSULTANT's services hereunder, and the CONSULTANT shall be entitled to use and rely upon all such information and services provided by OC SAN or others in performing the CONSULTANT's services under this Agreement. H. CONSULTANT shall not be responsible for delays caused by circumstances beyond its reasonable control, including, but not limited to (1) strikes, lockouts, work slowdowns or stoppages or accidents, and (2) acts of God. While CONSULTANT has made reasonable efforts to incorporate into its plan for the Project any known current project impacts of the COVID-19 pandemic, CONSULTANT has not accounted for, and is not responsible for, unknown future changes due to the COVID-19 pandemic, including, without limitation, additional restrictions by government agencies or others (such as the availability of the site for access or client or consultant staff or others) to the extent they delay or otherwise impact the Project. In that event, CONSULTANT will notify OC SAN and work in good faith to equitably address any unexpected impacts therefrom. 2. COMPENSATION Total compensation shall be paid to CONSULTANT for the Services in accordance with the following provisions: A. Total Compensation Total compensation shall be in an amount not to exceed Four Million Seven Hundred Thirty Thousand Dollars ($4,730,000). Total compensation to CONSULTANT including burdened labor (salaries plus benefits), overhead, profit, direct costs, and Subconsultant(s) fees and costs shall not exceed the sum set forth in Attachment "E" - Fee Proposal. B. Labor As a portion of the total compensation to be paid to CONSULTANT, OC SAN shall pay to CONSULTANT a sum equal to the burdened salaries (salaries plus benefits) actually paid by CONSULTANT charged on an hourly -rate basis to this project and paid to the personnel of CONSULTANT. Upon request of OC SAN, CONSULTANT shall provide OC SAN with certified payroll records of all employees' work that is charged to this project. C. Overhead PDSA Revised 020222 As a portion of the total compensation to be paid to CONSULTANT, OC SAN shall compensate CONSULTANT and Subconsultants for overhead at the rate equal to the percentage of burdened labor as specified in Attachment "E" - Fee Proposal. PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 3 of 20 D. Profit Profit for CONSULTANT and Subconsultants shall be a percentage of consulting services fees (Burdened Labor and Overhead). When the consulting or subconsulting services amount is $250,000 or less, the maximum Profit shall be 10%. Between $250,000 and $2,500,000, the maximum Profit shall be limited by a straight declining percentage between 10% and 5%. For consulting or subconsulting services fees with a value greater than $2,500,000, the maximum Profit shall be 5%. Addenda shall be governed by the same maximum Profit percentage after adding consulting services fees. As a portion of the total compensation to be paid to CONSULTANT and Subconsultants, OC SAN shall pay profit for all services rendered by CONSULTANT and Subconsultants for this project according to Attachment "E" - Fee Proposal. E. Subconsultants For any Subconsultant whose fees for services are greater than or equal to $100,000 (excluding out-of-pocket costs), CONSULTANT shall pay to Subconsultant total compensation in accordance with the Subconsultant amount specified in Attachment "E" - Fee Proposal. For any Subconsultant whose fees for services are less than $100,000, CONSULTANT may pay to Subconsultant total compensation on an hourly -rate basis per the attached hourly rate Schedule and as specified in the Scope of Work. OC SAN shall pay to CONSULTANT the actual costs of Subconsultant fees and charges in an amount not to exceed the sum set forth in Attachment "E" - Fee Proposal. F. Direct Costs OC SAN shall pay to CONSULTANT and Subconsultants the actual costs of permits and associated fees, travel and licenses for an amount not to exceed the sum set forth in Attachment "E" - Fee Proposal. OC SAN shall also pay to CONSULTANT actual costs for equipment rentals, leases or purchases with prior approval of OC SAN. Upon request, CONSULTANT shall provide to OC SAN receipts and other documentary records to support CONSULTANT's request for reimbursement of these amounts, see Attachment "D" - Allowable Direct Costs. All incidental expenses shall be included in overhead pursuant to Section 2 - COMPENSATION above. G. Other Direct Costs PDSA Revised 020222 Other Direct Costs incurred by CONSULTANT and its Contractor due to modifications to the Scope of Work resulting from field investigations and field work required by the Agreement. These items may include special equipment, test equipment and tooling and other materials and services not previously identified. Refer to attachment "D" Allowable Direct Costs for payment information. PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 4 of 20 H. Reimbursable Direct Costs PDSA Revised 020222 OC SAN will reimburse the CONSULTANT for reasonable travel and business expenses as described in this section and further described in Attachment "D" - Allowable Direct Costs to this Agreement. The reimbursement of the above - mentioned expenses will be based on an "accountable plan" as considered by Internal Revenue Service (IRS). The plan includes a combination of reimbursements based upon receipts and a "per diem" component approved by IRS. The most recent schedule of the per diem rates utilized by OC SAN can be found on the U.S. General Service Administration website at http://www.gsa.gov/portal/category/104711 #. The CONSULTANT shall be responsible for the most economical and practical means of management of reimbursable costs inclusive but not limited to travel, lodging and meals arrangements. OC SAN shall apply the most economic and practical method of reimbursement which may include reimbursements based upon receipts and/or "per diem" as deemed the most practical. CONSULTANT shall be responsible for returning to OC SAN any excess reimbursements after the reimbursement has been paid by OC SAN. Travel and travel arrangements — Any travel involving airfare, overnight stays or multiple day attendance must be approved by OC SAN in advance. Local Travel is considered travel by the CONSULTANT within OC SAN general geographical area which includes Orange, Los Angeles, Ventura, San Bernardino, Riverside, San Diego, Imperial, and Kern Counties. Automobile mileage is reimbursable if CONSULTANT is required to utilize personal vehicle for local travel. Lodging — Overnight stays will not be approved by OC SAN for local travel. However, under certain circumstances overnight stay may be allowed at the discretion of OC SAN based on reasonableness of meeting schedules and the amount of time required for travel by the CONSULTANT. Such determination will be made on a case -by -case basis and at the discretion of OC SAN. Travel Meals — Per -diem rates as approved by IRS shall be utilized for travel meals reimbursements. Per diem rates shall be applied to meals that are appropriate for travel times. Receipts are not required for the approved meals. Additional details related to the reimbursement of the allowable direct costs are provided in the Attachment "D" - Allowable Direct Costs of this Agreement. Limitation of Costs If, at any time, CONSULTANT estimates the cost of performing the services described in CONSULTANT's Proposal will exceed seventy-five percent (75%) of the not -to -exceed amount of the Agreement, including approved additional compensation, CONSULTANT shall notify OC SAN immediately, and in writing. This written notice shall indicate the additional amount necessary to complete the PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 5 of 20 services. Any cost incurred in excess of the approved not -to -exceed amount, without the express written consent of OC SAN's authorized representative shall be at CONSULTANT's own risk. This written notice shall be provided separately from, and in addition to any notification requirements contained in the CONSULTANT's invoice and monthly progress report. Failure to notify OC SAN that the services cannot be completed within the authorized not -to -exceed amount is a material breach of this Agreement. 3. REALLOCATION OF TOTAL COMPENSATION OC SAN, by its Director of Engineering, shall have the right to approve a reallocation of the incremental amounts constituting the total compensation, provided that the total compensation is not increased. 4. PAYMENT A. Monthly Invoice: CONSULTANT shall include in its monthly invoice, a detailed breakdown of costs associated with the performance of any corrections or revisions of the work for that invoicing period. CONSULTANT shall allocate costs in the same manner as it would for payment requests as described in this Section of the Agreement. CONSULTANT shall warrant and certify the accuracy of these costs and understand that submitted costs are subject to Section 11 - AUDIT PROVISIONS. B. CONSULTANT may submit monthly or periodic statements requesting payment for those items included in Section 2 - COMPENSATION hereof in the format as required by OC SAN. Such requests shall be based upon the amount and value of the work and services performed by CONSULTANT under this Agreement and shall be prepared by CONSULTANT and accompanied by such supporting data, including a detailed breakdown of all costs incurred and work performed during the period covered by the statement, as may be required by OC SAN. PDSA Revised 020222 Upon approval of such payment request by OC SAN, payment shall be made to CONSULTANT as soon as practicable of one hundred percent (100%) of the invoiced amount on a per task basis. If OC SAN determines that the work under this Agreement, or any specified task hereunder, is incomplete and that the amount of payment is in excess of: The amount considered by OC SAN's Director of Engineering to be adequate for the protection of OC SAN; or ii. The percentage of the work accomplished for each task. OC SAN may, at the discretion of the Director of Engineering, retain an amount equal to that which ensures that the total amount paid to that date does not exceed the percentage of the completed work for each task or the project in its entirety. PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 6 of 20 C. CONSULTANT may submit periodic payment requests for each 30-day period of this Agreement for the profit as set forth in Section 2 - COMPENSATION above. Said profit payment request shall be proportionate to the work actually accomplished to date on a per task basis. In the event OC SAN's Director of Engineering determines that no satisfactory progress has been made since the prior payment, or in the event of a delay in the work progress for any reason, OC SAN shall have the right to withhold any scheduled proportionate profit payment. D. Upon satisfactory completion by CONSULTANT of the work called for under the terms of this Agreement, and upon acceptance of such work by OC SAN, CONSULTANT will be paid the unpaid balance of any money due for such work, including any retained percentages relating to this portion of the work. E. Upon satisfactory completion of the work performed hereunder and prior to final payment under this Agreement for such work, or prior settlement upon termination of this Agreement, and as a condition precedent thereto, CONSULTANT shall execute and deliver to OC SAN a release of all claims against OC SAN arising under or by virtue of this Agreement other than such claims, if any, as may be specifically exempted by CONSULTANT from the operation of the release in stated amounts to be set forth therein. F. Pursuant to the California False Claims Act (Government Code Sections 12650- 12655), any CONSULTANT that knowingly submits a false claim to OC SAN for compensation under the terms of this Agreement may be held liable for treble damages and up to a ten thousand dollars ($10,000) civil penalty for each false claim submitted. This Section shall also be binding on all Subconsultants. A CONSULTANT or Subconsultant shall be deemed to have submitted a false claim when the CONSULTANT or Subconsultant: a) knowingly presents or causes to be presented to an officer or employee of OC SAN a false claim or request for payment or approval; b) knowingly makes, uses, or causes to be made or used a false record or statement to get a false claim paid or approved by OC SAN; c) conspires to defraud OC SAN by getting a false claim allowed or paid by OC SAN; d) knowingly makes, uses, or causes to be made or used a false record or statement to conceal, avoid, or decrease an obligation to OC SAN; or e) is a beneficiary of an inadvertent submission of a false claim to OC SAN, and fails to disclose the false claim to OC SAN within a reasonable time after discovery of the false claim. 5. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR) REGISTRATION AND RECORD OF WAGES A. To the extent CONSULTANT's employees and/or Subconsultants who will perform work during the design and preconstruction phases of a construction contract for which Prevailing Wage Determinations have been issued by the DIR and as more specifically defined under Labor Code Section 1720 et seq, CONSULTANT and Subconsultants shall comply with the registration requirements of Labor Code Section 1725.5. Pursuant to Labor Code Section 1771.4, the work is subject to compliance monitoring and enforcement by the DIR. PDSA Revised 020222 PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 7 of 20 B. The CONSULTANT and Subconsultants shall maintain accurate payroll records and shall comply with all the provisions of Labor Code Section 1776, and shall submit payroll records to the Labor Commissioner pursuant to Labor Code Section 1771.4(a)(3). Penalties for non-compliance with the requirements of Section 1776 may be deducted from progress payments per Section 1776. C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants shall furnish a copy of all certified payroll records to OC SAN and/or general public upon request, provided the public request is made through OC SAN, the Division of Apprenticeship Standards or the Division of Labor Enforcement of the Department of Industrial Relations. D. The CONSULTANT and Subconsultants shall comply with the job site notices posting requirements established by the Labor Commissioner per Title 8, California Code of Regulation Section 16461(e). 6. DOCUMENT OWNERSHIP — SUBSEQUENT CHANGES TO PLANS AND SPECIFICATIONS A. Ownership of Documents for the Services performed. All documents, including but not limited to, original plans, studies, sketches, drawings, computer printouts and disk files, and specifications prepared in connection with or related to the Scope of Work or Services, shall be the property of OC SAN. OC SAN's ownership of these documents includes use of, reproduction or reuse of and all incidental rights, whether or not the work for which they were prepared has been performed. OC SAN ownership entitlement arises upon payment or any partial payment for work performed and includes ownership of any and all work product completed prior to that payment. This Section shall apply whether the CONSULTANT's Services are terminated: a) by the completion of the Agreement, or b) in accordance with other provisions of this Agreement. Notwithstanding any other provision of this paragraph or Agreement, the CONSULTANT shall have the right to make copies of all such plans, studies, sketches, drawings, computer printouts and disk files, and specifications. B. CONSULTANT shall not be responsible for damage caused by subsequent changes to or uses of the plans or specifications, where the subsequent changes or uses are not authorized or approved by CONSULTANT, provided that the service rendered by CONSULTANT was not a proximate cause of the damage. 7. INSURANCE A. General PDSA Revised 020222 Insurance shall be issued and underwritten by insurance companies acceptable to OC SAN. ii. Insurers must have an "A-" Policyholder's Rating, or better, and Financial Rating of at least Class VIII, or better, in accordance with the most current A.M. Best's Guide Rating. However, OC SAN will accept State Compensation Insurance Fund, for the required policy of Workers' PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 8 of 20 Compensation Insurance subject to OC SAN's option to require a change in insurer in the event the State Fund financial rating is decreased below "B". Further, OC SAN will require CONSULTANT to substitute any insurer whose rating drops below the levels herein specified. Said substitution shall occur within twenty (20) days of written notice to CONSULTANT, by OC SAN or its agent. iii. Coverage shall be in effect prior to the commencement of any work under this Agreement. B. General Liability PDSA Revised 020222 The CONSULTANT shall maintain during the life of this Agreement, including the period of warranty, commercial general liability insurance written on an occurrence basis providing the following minimum limits of liability coverage: Two Million Dollars ($2,000,000) per occurrence with Four Million Dollars ($4,000,000) aggregate. If aggregate limits apply separately to this contract (as evidenced by submission of ISO form CG 25 03 or 25 04), then the aggregate limit may be equivalent to the per occurrence limit. Said insurance shall include coverage for the following hazards: premises -operations, , products liability/completed operations (including any product manufactured or assembled), broad form property damage, contractual liability, independent contractors liability, personal and advertising injury, mobile equipment, vicarious liability, and cross liability and severability of interest clauses. A statement on an insurance certificate will not be accepted in lieu of the actual additional insured endorsement(s). If requested by OC SAN and applicable, XCU coverage (Explosion, Collapse and Underground) must be included in the general liability policy and coverage must be reflected on the submitted certificate of insurance. Where permitted by law, CONSULTANT hereby waives all rights of recovery by subrogation because of deductible clauses, inadequacy of limits of any insurance policy, limitations or exclusions of coverage, or any other reason against OC SAN, its or their officers, agents, or employees, and any other consultant, contractor, or subcontractor performing work or rendering services on behalf of OC SAN in connection with the planning, development, and construction of the project. In all its insurance coverages related to the work (except Errors and Omissions/Professional Liability), CONSULTANT shall include clauses providing that each insurer shall waive all of its rights of recovery by subrogation against OC SAN, its or their officers, agents, or employees, or any other consultant, contractor, or subcontractor performing work or rendering services at the project. Where permitted by law, CONSULTANT shall require similar written express waivers and insurance clauses from each of its Subconsultants of every tier. A waiver of subrogation shall be effective as to any individual or entity, even if such individual or entity (a) would otherwise have a duty of indemnification, contractual or otherwise, (b) did not pay the insurance premium, directly or indirectly, and (c) whether or not such individual or entity has an insurable interest in the property damaged. PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 9 of 20 C. Umbrella Excess Liability The minimum limits of general liability and automobile liability insurance required, as set forth herein, shall be provided for through either a single policy of primary insurance or a combination of policies of primary and umbrella excess coverage. Umbrella excess liability coverage shall be issued with limits of liability which, when combined with the primary insurance, will equal the minimum limits for general liability and automobile liability. D. AutomobileNehicle Liability Insurance The CONSULTANT shall maintain a policy of automobile liability insurance on a comprehensive form covering all owned, non -owned, and hired automobiles, trucks, and other vehicles providing the following minimum limit of liability coverage: combined single limit of One Million Dollars ($1,000,000). A statement on an insurance certificate will not be accepted in lieu of the actual additional insured endorsement. E. Drone Liability Insurance If a drone will be used, drone liability insurance must be maintained by CONSULTANT in the amount of one million dollars ($1,000,000) in form acceptable to OC SAN. F. Workers' Compensation Insurance The CONSULTANT shall provide such workers' compensation insurance as required by the Labor Code of the State of California in the amount of the statutory limit, including employer's liability insurance with a minimum limit of One Million Dollars ($1,000,000) per occurrence. Such workers' compensation insurance shall be endorsed to provide for a waiver of subrogation in favor of OC SAN. A statement on an insurance certificate will not be accepted in lieu of the actual endorsements unless the insurance carrier is State of California Insurance Fund and the identifier "SCIF" and endorsement numbers 2570 and 2065 are referenced on the certificate of insurance. If an exposure to Jones Act liability may exist, the insurance required herein shall include coverage for Jones Act claims. G. Errors and Omissions/Professional Liability PDSA Revised 020222 CONSULTANT shall maintain in full force and effect, throughout the term of this Agreement, standard industry form professional negligence errors and omissions insurance coverage in an amount of not less than Two Million Dollars ($2,000,000) with limits in accordance with the provisions of this paragraph. If the policy of insurance is written on a "claims made" basis, said policy shall be continued in full force and effect at all times during the term of this Agreement, and for a period of five (5) years from the date of the completion of the services hereunder. PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 10 of 20 H PDSA Revised 020222 In the event of termination of said policy during this period, CONSULTANT shall obtain continuing insurance coverage for the prior acts or omissions of CONSULTANT during the course of performing services under the term of this Agreement. Said coverage shall be evidenced by either a new policy evidencing no gap in coverage or by separate extended "tail" coverage with the present or new carrier. In the event the present policy of insurance is written on an "occurrence" basis, said policy shall be continued in full force and effect during the term of this Agreement or until completion of the services provided for in this Agreement, whichever is later. In the event of termination of said policy during this period, new coverage shall be obtained for the required period to insure for the prior acts of CONSULTANT during the course of performing services under the term of this Agreement. CONSULTANT shall provide to OC SAN a certificate of insurance in a form acceptable to OC SAN indicating the deductible or self -retention amounts and the expiration date of said policy and shall provide renewal certificates not less than ten (10) days prior to the expiration of each policy term. Proof of Coverage The CONSULTANT shall furnish OC SAN with original certificates and amendatory endorsements effecting coverage. Said certificates and endorsements shall conform to the requirements herein stated. All certificates and endorsements are to be received and approved by OC SAN before work commences. CONSULTANT shall provide OC SAN with copies of its insurance certificates and amendatory endorsements affecting coverage. Confidential information may be redacted from said policies, provided that verification of coverage, name of carriers and agent/broker may not be redacted. Said policies and endorsements shall conform to the requirements herein stated. The following are approved forms that must be submitted as proof of coverage: • Certificate of Insurance ACORD Form 25 or other equivalent certificate of insurance form • Additional Insurance The combination of (ISO Forms) (General Liability) CG 20 10 and CG 20 37 All other additional insured endorsements must be submitted for approval by OC SAN, and OC SAN may reject alternatives that provide different or less coverage to OC SAN. • Additional Insured Submit endorsement provided by carrier for (Automobile Liability) OC SAN approval. PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 11 of 20 • Waiver of Subrogation Submit workers' compensation waiver of subrogation endorsement provided by carrier for OC SAN approval. • Cancellation Notice No endorsement is required. However, CONSULTANT is responsible for notifying OC SAN of any pending or actual insurance policy cancellation, as described in Article I. Cancellation and Policy Change Notice, below. Cancellation and Policy Change Notice The CONSULTANT is required to notify OC SAN in writing of any insurance cancellation notice it receives or other knowledge of pending or actual insurance policy cancellation within two (2) working days of receipt of such notice or acquisition of such knowledge. Additionally, the CONSULTANT is required to notify OC SAN in writing of any change in the terms of insurance, including reduction in coverage within two (2) working days of receipt of such notice or knowledge of same. Said notices shall be mailed to OC SAN at: ORANGE COUNTY SANITATION DISTRICT 10844 Ellis Avenue Fountain Valley, CA 92708 Attention: Contracts, Purchasing & Materials Management Division Primary Insurance The general and automobile liability policies shall contain a Primary and "Non Contributory" clause. Any other insurance maintained by OC SAN shall be excess and not contributing with the insurance provided by CONSULTANT. K. Separation of Insured The general and automobile liability policies shall contain a "Separation of Insureds" clause. L. Non -Limiting (if applicable) Nothing in this document shall be construed as limiting in any way, nor shall it limit the indemnification provision contained in this Agreement, or the extent to which CONSULTANT may be held responsible for payment of damages to persons or property. M. Deductibles and Self -Insured Retentions PDSA Revised 020222 Any deductible and/or self -insured retention must be declared to OC SAN on the certificate of insurance. All deductibles and/or self -insured retentions require approval by OC SAN. At the option of OC SAN, either: the insurer shall reduce PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 12 of 20 or eliminate such deductible or self -insured retention as respects OC SAN; or the CONSULTANT shall provide a financial guarantee satisfactory to OC SAN guaranteeing payment of losses and related investigations, claim administration and defense expenses. OC SAN will not invoke the option expressed in this paragraph unless it has reasonable cause to question CONSULTANT's financial strength. N. Defense Costs The general and automobile liability policies shall have a provision that defense costs for all insureds and additional insureds are paid in addition to and do not deplete any policy limits. O. Subconsultants The CONSULTANT shall be responsible to establish insurance requirements for any Subconsultant hired by the CONSULTANT. The insurance shall be in amounts and types reasonably sufficient to deal with the risk of loss involving the Subconsultant's operations and work. P. Limits Are Minimums If the CONSULTANT maintains higher limits than any minimums shown above, then OC SAN requires and shall be entitled to coverage for the higher limits maintained by CONSULTANT. Nothing in this section, however, requires CONSULTANT in the absence of litigation to reveal its Errors and Omissions/Professional Liability limits beyond that required above in Section 7. 8. SCOPE CHANGES In the event of a change in the Scope of Work or other terms in the Agreement, as requested by OC SAN, the parties hereto shall execute an Amendment to this Agreement setting forth with particularity all terms of the new Agreement, including, but not limited to, any additional CONSULTANT's fees. CONSULTANT hereby agrees to use any and all procedures, programs, and systems required by OC SAN to process and execute such Amendment(s), including, but not limited to, computer programs and systems. 9. PROJECT TEAM AND SUBCONSULTANTS CONSULTANT shall provide to OC SAN, prior to execution of this Agreement, the names and full description of all Subconsultants and CONSULTANT's project team members anticipated to be used on this project by CONSULTANT. CONSULTANT shall include a description of the scope of work to be done by each Subconsultant and each CONSULTANT's project team member. CONSULTANT shall include the respective compensation amounts for CONSULTANT and each Subconsultant on a per task basis, broken down as indicated in Section 2 - COMPENSATION. There shall be no substitution of the listed Subconsultants and CONSULTANT's project team members without prior written approval by OC SAN. PDSA PROJECT NO. 1-24 Revised 020222 GREENVILLE TRUNK IMPROVEMENTS Page 13 of 20 10. ENGINEERING REGISTRATION The CONSULTANT's personnel are comprised of registered engineers and a staff of specialists and draftsmen in each department. The firm itself is not a registered engineer but represents and agrees that wherever in the performance of this Agreement requires the services of a registered engineer, such services hereunder will be performed under the direct supervision of registered engineers. 11. AUDIT PROVISIONS A. OC SAN retains the reasonable right to access, review, examine, and audit, any and all books, records, documents, and any other evidence of procedures and practices that OC SAN determines are necessary to discover and verify that the CONSULTANT is in compliance with all requirements under this Agreement. The CONSULTANT shall include OC SAN's right as described above, in any and all of their subcontracts, and shall ensure that these rights are binding upon all Subconsultants. B. OC SAN retains the right to examine CONSULTANT's books, records, documents and any other evidence of procedures and practices that OC SAN determines are necessary to discover and verify all direct and indirect costs, of whatever nature, which are claimed to have been incurred, or anticipated to be incurred or to ensure CONSULTANT's compliance with all requirements under this Agreement during the term of this Agreement and for a period of three (3) years after its termination. C. CONSULTANT shall maintain complete and accurate records in accordance with generally accepted industry standard practices and OC SAN's policy. The CONSULTANT shall make available to OC SAN for review and audit, all project related accounting records and documents, and any other financial data within 15 days after receipt of notice from OC SAN. Upon OC SAN's request, the CONSULTANT shall submit exact duplicates of originals of all requested records to OC SAN. If an audit is performed, CONSULTANT shall ensure that a qualified employee of the CONSULTANT will be available to assist OC SAN's auditor in obtaining all project related accounting records and documents, and any other financial data. 12. LEGAL RELATIONSHIP BETWEEN PARTIES The legal relationship between the parties hereto is that of an independent contractor and nothing herein shall be deemed to make CONSULTANT an employee of OC SAN. 13. NOTICES All notices hereunder and communications regarding the interpretation of the terms of this Agreement, or changes thereto, shall be effected by delivery of said notices in person or by depositing said notices in the U.S. mail, registered or certified mail, return receipt requested, postage prepaid. PDSA Revised 020222 PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 14 of 20 Notices shall be mailed to OC SAN at: ORANGE COUNTY SANITATION DISTRICT 10844 Ellis Avenue Fountain Valley, CA 92708-7018 Attention: Wai Chan, Contracts Administrator Copy: Victoria Pilko, Project Manager Notices shall be mailed to CONSULTANT at: BROWN AND CALDWELL 18500 Von Karman Avenue, Suite 1100 Irvine, CA 92612 Attention: Dave May All communication regarding the Scope of Work, will be addressed to the Project Manager. Direction from other OC SAN's staff must be approved in writing by OC SAN's Project Manager prior to action from the CONSULTANT. 14. TERMINATION OC SAN may terminate this Agreement at any time, without cause, upon giving thirty (30) days written notice to CONSULTANT. In the event of such termination, CONSULTANT shall be entitled to compensation for work performed on a prorated basis through and including the effective date of termination. CONSULTANT shall be permitted to terminate this Agreement upon thirty (30) days written notice only if CONSULTANT is not compensated for billed amounts in accordance with the provisions of this Agreement, when the same are due. Notice of termination shall be mailed to OC SAN and/or CONSULTANT in accordance with Section 13 - NOTICES. 15. DOCUMENTS AND STUDY MATERIALS The documents and study materials for this project shall become the property of OC SAN upon the termination or completion of the work. CONSULTANT agrees to furnish to OC SAN copies of all memoranda, correspondence, computation and study materials in its files pertaining to the work described in this Agreement, which is requested in writing by OC SAN. 16. COMPLIANCE A. Labor PDSA Revised 020222 CONSULTANT certifies by the execution of this Agreement that it pays employees not less than the minimum wage as defined by law, and that it does not discriminate in its employment with regard to race, color, religion, sex or national origin; that it is in compliance with all federal, state and local directives and executive orders regarding non-discrimination in employment; and that it agrees to demonstrate positively and aggressively the principle of equal opportunity in employment. PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 15 of 20 B. Air Pollution CONSULTANT and its subconsultants and subcontractors shall comply with all applicable federal, state and local air pollution control laws and regulations. C. Iran Contracting Act CONSULTANT and its subconsultants and subcontractors shall comply with the Iran Contracting Act of 2010 (Public Contract Code sections 2200-2208). 17. AGREEMENT EXECUTION AUTHORIZATION Both OC SAN and CONSULTANT do covenant that each individual executing this document by and on behalf of each party is a person duly authorized to execute agreements for that party. 18. DISPUTE RESOLUTION In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS"), or similar organization or entity conducting alternate dispute resolution services. 19. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS If any action at law or in equity or if any proceeding in the form of an Alternative Dispute Resolution (ADR) is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, costs and necessary disbursements in addition to any other relief to which it may be entitled. 20. PROGRESS REPORTS Monthly progress reports shall be submitted for review by the tenth day of the following month and must include as a minimum: 1) current activities, 2) future activities, 3) potential items that are not included in the Scope of Work, 4) concerns and possible delays, 5) percentage of completion, and 6) budget status. 21. WARRANTY CONSULTANT shall perform its services in accordance with generally accepted industry and professional standards. If, within the 12-month period following completion of its services, OC SAN informs CONSULTANT that any part of the services fails to meet those standards, CONSULTANT shall, within the time prescribed by OC SAN, take all such actions as are necessary to correct or complete the noted deficiency(ies). 22. INDEMNIFICATION To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at CONSULTANT's sole cost and expense and with legal counsel approved by OC SAN, which approval shall not be unreasonably withheld), protect and hold harmless OC SAN PDSA Revised 020222 PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 16 of 20 and all of OC SAN's officers, directors, employees, consultants, and agents (collectively the "Indemnified Parties"), from and against any and all claims, damages, liabilities, causes of action, suits, arbitration awards, losses, judgments, fines, penalties, costs and expenses (including, without limitation, attorneys' fees, disbursements and court costs, and all other professional, expert or CONSULTANT's fees and costs and OC SAN's general and administrative expenses; individually, a "Claim"; collectively, "Claims") which may arise from or are in any manner related, directly or indirectly, to any work performed, or any operations, activities, or services provided by CONSULTANT in carrying out its obligations under this Agreement to the extent of the negligent, recklessness and/or willful misconduct of CONSULTANT, its principals, officers, agents, employees, CONSULTANT's suppliers, CONSULTANT, Subconsultants, subcontractors, and/or anyone employed directly or indirectly by any of them, regardless of any contributing negligence or strict liability of an Indemnified Party. Notwithstanding the foregoing, nothing herein shall be construed to require CONSULTANT to indemnify the Indemnified Parties from any Claim arising solely from: (A) the active negligence or willful misconduct of the Indemnified Parties; or (B) a natural disaster or other act of God, such as an earthquake; or (C) the independent action of a third party who is neither one of the Indemnified Parties nor the CONSULTANT, nor its principal, officer, agent, employee, nor CONSULTANT's supplier, CONSULTANT, Subconsultant, subcontractor, nor anyone employed directly or indirectly by any of them. Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to the fullest extent permitted by law, indemnify the Indemnified Parties, from Claims arising from more than one cause if any such cause taken alone would otherwise result in the obligation to indemnify hereunder. CONSULTANT's liability for indemnification hereunder is in addition to any liability CONSULTANT may have to OC SAN for a breach by CONSULTANT of any of the provisions of this Agreement. Under no circumstances shall the insurance requirements and limits set forth in this Agreement be construed to limit CONSULTANT's indemnification obligation or other liability hereunder. The terms of this Agreement are contractual and the result of negotiation between the parties hereto. Accordingly, any rule of construction of contracts (including, without limitation, California Civil Code Section 1654) that ambiguities are to be construed against the drafting party, shall not be employed in the interpretation of this Agreement. 23. DUTY TO DEFEND The duty to defend hereunder is wholly independent of and separate from the duty to indemnify and such duty to defend shall exist regardless of any ultimate liability of CONSULTANT and shall be consistent with Civil Code Section 2782.8. Such defense obligation shall arise immediately upon presentation of a Claim by any person if, without regard to the merit of the Claim, such Claim could potentially result in an obligation to indemnify one or more Indemnified Parties, and upon written notice of such Claim being provided to CONSULTANT. Payment to CONSULTANT by any Indemnified Party or the payment or advance of defense costs by any Indemnified Party shall not be a condition precedent to enforcing such Indemnified Party's rights to indemnification hereunder. In PDSA Revised 020222 PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 17 of 20 the event a final judgment, arbitration, award, order, settlement, or other final resolution expressly determines that the claim did not arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT, to any extent, then OC SAN will reimburse CONSULTANT for the reasonable costs of defending the Indemnified Parties against such claims. CONSULTANT's indemnification obligation hereunder shall survive the expiration or earlier termination of this Agreement until such time as action against the Indemnified Parties for such matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 24. CONSULTANT PERFORMANCE The CONSULTANT's performance shall be evaluated by OC SAN. A copy of the evaluation shall be sent to the CONSULTANT for comment. The evaluation, together with the comments, shall be retained by OC SAN and may be considered in future CONSULTANT selection processes. 25. COMPLIANCE WITH OC SAN POLICIES AND PROCEDURES CONSULTANT shall comply with all OC SAN policies and procedures including the Contractor Safety Standards, as applicable, all of which may be amended from time to time. 26. CLOSEOUT When OC SAN determines that all work authorized under the Agreement is fully complete and that OC SAN requires no further work from CONSULTANT, or the Agreement is otherwise terminated or expires in accordance with the terms of the Agreement, OC SAN shall give the Consultant written notice that the Agreement will be closed out. CONSULTANT shall submit all outstanding billings, work submittals, deliverables, reports or similarly related documents as required under the Agreement within thirty (30) days of receipt of notice of Agreement closeout. Upon receipt of CONSULTANT's submittals, OC SAN shall commence a closeout audit of the Agreement and will either: Give the CONSULTANT a final Agreement Acceptance: or Advise the CONSULTANT in writing of any outstanding item or items which must be furnished, completed, or corrected at the CONSULTANT's cost. CONSULTANT shall be required to provide adequate resources to fully support any administrative closeout efforts identified in this Agreement. Such support must be provided within the timeframe requested by OC SAN. Notwithstanding the final Agreement Acceptance the CONSULTANT will not be relieved of its obligations hereunder, nor will the CONSULTANT be relieved of its obligations to complete any portions of the work, the non -completion of which were not disclosed to OC SAN (regardless of whether such nondisclosures were fraudulent, negligent, or PDSA Revised 020222 PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 18 of 20 otherwise); and the CONSULTANT shall remain obligated under all those provisions of the Agreement which expressly or by their nature extend beyond and survive final Agreement Acceptance. Any failure by OC SAN to reject the work or to reject the CONSULTANT's request for final Agreement Acceptance as set forth above shall not be deemed to be acceptance of the work by OC SAN for any purpose nor imply acceptance of, or agreement with, the CONSULTANT's request for final Agreement Acceptance. 27. CONSULTANT'S OPINION OF COSTS OC SAN acknowledges that construction estimates, financial analyses and feasibility projections are subject to many influences including, but not limited to, price of labor and materials, unknown or latent conditions of existing equipment or structures, and time or quality of performance by third parties. OC SAN acknowledges that such influences may not be precisely forecasted and are beyond the control of CONSULTANT and that actual costs incurred may vary substantially from the estimates prepared by CONSULTANT. CONSULTANT does not warrant or guarantee the accuracy of construction or development cost estimates. 28. ENTIRE AGREEMENT This Agreement constitutes the entire understanding and agreement between the Parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. PDSA Revised 020222 PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 19 of 20 IN WITNESS WHEREOF, this Agreement has been executed in the name of OC SAN and CONSULTANT by their respective duly authorized officers as of the day and year first written above. CONSULTANT: BROWN AND CALDWELL By Date Printed Name Title ORANGE COUNTY SANITATION DISTRICT By A -- Chad P. Wanke Date Board Chairman Kelly A. Lore Date Clerk of the Board Ruth Zintzun Date Purchasing & Contracts Manager Attachments: Attachment "A" — Scope of Work Attachment "B" — Labor Hour Matrix Attachment "C" — Not Attached Attachment "D" — Allowable Direct Costs Attachment "E" — Fee Proposal Attachment "F" — Not Used Attachment "G" — Not Attached Attachment "H" — Not Used Attachment "I" — Cost Matrix and Summary Attachment "J" — Not Attached Attachment "K" — Minor Subconsultant Hourly Rate Schedule Attachment "L" — Contractor Safety Standards Attachment "M" — Iran Contracting Act Verification WC:yp PDSA Revised 020222 PROJECT NO. 1-24 GREENVILLE TRUNK IMPROVEMENTS Page 20 of 20 ATTACHMENT "A" SCOPE OF WORK Greenville Trunk Improvements, Project No. 1-24 Professional Design Service Agreement Attachment A — Scope of Work 9-28-2022 1-24 — Design SOW Page 1 of 45 TABLE OF CONTENTS 1. PROJECT REQUIREMENTS................................................................................................................5 1.0 SUMMARY......................................................................................................................5 1.0.1 Professional Design Engineering Services..........................................................5 1.0.2 Professional Licensing Requirements................................................................. 5 1.1 BACKGROUND..............................................................................................................5 1.2 GENERAL PROJECT DESCRIPTION.......................................................................5 1.3 PROJECT EXECUTION PHASES...............................................................................5 1.4 DESCRIPTION OF PROJECT ELEMENT................................................................6 1.4.1 Project Element I — UPSIZE GREENVILLE TRUNK SEWER ........................ 6 1.4.2 Project Element 2 — ADDRESS 12 DIRECT CONNECTIONS ......................... 7 1.4.3 Temporary Facilities During Construction.......................................................... 7 1.4.4 Coordination with Other Projects........................................................................ 8 1.5 DESIGN CONSIDERATIONS...................................................................................... 8 1.5.1 Technology and Configuration Choices.............................................................. 8 1.5.2 Design Decisions................................................................................................. 8 1.5.3 Design Selection Criteria..................................................................................... 8 1.5.4 Project Element Description Revisions............................................................... 8 1.5.5 Cost Model.......................................................................................................... 8 1.6 PROJECT SCHEDULE................................................................................................. 9 1.6.1 General................................................................................................................9 2. PHASE 2 — PRELIMINARY DESIGN..................................................................................................10 2.0 Preliminary Design Execution......................................................................................10 2.0.1 Preliminary Design Decision Plan(PDDP)....................................................... 10 2.0.2 Major Decisions................................................................................................ 10 2.1 Predesign Evalution Studies (not used).......................................................................11 2.2 Preliminary Design Production....................................................................................11 2.2.1 General..............................................................................................................11 2.2.2 Design Memos...................................................................................................11 2.2.3 Project Specific Design Memos........................................................................14 2.2.4 Preliminary Design Drawings...........................................................................14 2.2.5 Preliminary Design Report (PDR) Production, Contents and Organization .....15 2.2.6 Preliminary Design Cost Estimate....................................................................15 2.3 Preliminary Design Activities.......................................................................................15 2.3.1 Easements, Property Boundaries and Work Area Limits .................................. 16 2.3.2 Topographic Survey..........................................................................................16 2.3.3 Geotechnical Investigation................................................................................17 2.3.4 Utility Investigation........................................................................................... 19 2.3.5 Fire Protection Services (not used)................................................................... 22 2.3.6 Specialty Service............................................................................................... 22 2.3.7 Value Engineering Assistance (NOT USED) .................................................... 23 2.3.8 Environmental Documentation.......................................................................... 23 2.3.9 Permitting Assistance........................................................................................ 25 2.3.10 Project Management..........................................................................................26 2.3.11 Risk Management.............................................................................................. 27 2.3.12 Quality Control..................................................................................................28 2.4 PDR Workshops and Meetings.................................................................................... 28 2.4.1 General..............................................................................................................28 9-28-2022 1-24 — Design SOW Page 2 of 45 2.4.2 Mandatory Consultant Training........................................................................ 28 2.4.3 PDR Production Workshops............................................................................. 28 2.4.4 PDR Review Workshops................................................................................... 29 2.4.5 PDR Constructability Workshop.......................................................................29 2.4.6 Technical Progress Meetings............................................................................. 29 2.4.7 Focused Meetings.............................................................................................. 30 2.4.8 Coordination with Other Projects Meetings......................................................30 Stormwater Compliance Meeting.................................................................................... 31 3. PHASE 3 — DESIGN ............................................................................................................................31 3.0 Bid Documents...............................................................................................................31 3.0.1 General..............................................................................................................31 3.0.2 Engineering Design Guideline Updates............................................................ 31 3.0.3 General Requirements and Additional General Requirements .......................... 31 3.0.4 Design Submittals............................................................................................. 31 3.0.5 Construction Submittal Items List..................................................................... 32 3.0.6 Temporary Facilities During Contruction......................................................... 32 3.1 Design Support Documentation................................................................................... 32 3.1.1 Design Submittal Support Documentation........................................................ 32 3.1.2 Construction Cost Estimate...............................................................................33 3.1.3 Construction Schedule.......................................................................................33 3.1.4 Procurement Alternatives.................................................................................. 33 3.2 Design Activities............................................................................................................ 34 3.2.1 Easements, Property Boundaries and Work Area Limits .................................. 34 3.2.2 Topographic Survey.......................................................................................... 34 3.2.3 Geotechnical Baseline Report........................................................................... 34 3.2.4 Utility Investigation........................................................................................... 34 3.2.5 Noise/ODOR Services....................................................................................... 35 3.2.6 Traffic Control Services.................................................................................... 35 3.2.7 Specialty Service...............................................................................................35 3.2.8 Environmental Documentation.......................................................................... 35 3.2.9 Permitting assistance.........................................................................................35 3.2.10 Project Management.......................................................................................... 35 3.2.11 Risk Management.............................................................................................. 35 3.2.12 Quality Control.................................................................................................. 35 3.3 Design Workshops and Meetings.................................................................................36 3.3.1 General..............................................................................................................36 3.3.2 Design Phase Workshops.................................................................................. 36 3.3.3 Pre-DS3 Constructability Workshop.................................................................36 3.3.4 Design Phase Meetings..................................................................................... 37 3.3.5 Consultant Office Technical Meetings (COTMs)............................................. 38 3.3.6 Coordination with Other Projects Meetings...................................................... 39 Safetyand Risk Meeting................................................................................................. 39 3.3.7 Construction Submittal Items List Meeting ...................................................... 39 3.3.8 Stormwater Compliance Meeting...................................................................... 39 3.4 Bid Phase Support Services..........................................................................................39 3.4.1 Bid Phase Support Services............................................................................... 39 3.4.2 Bid Evaluation Assistance................................................................................. 39 3.4.3 Conformed Document Preparation.................................................................... 40 4. PHASE 4 — CONSTRUCTION AND INSTALLATION SERVICES.....................................................40 9-28-2022 1-24 — Design SOW Page 3 of 45 5. PHASE 5 — COMMISSIONING SERVICES........................................................................................40 6. PHASE 6 — CLOSE OUT....................................................................................................................40 7. GENERAL REQUIREMENTS.............................................................................................................40 7.0 GENERAL..................................................................................................................... 40 7.0.1 OC SAN Engineering Design Guidelines and Strategic Plan ........................... 40 7.0.2 Project Phases and Tasks...................................................................................41 7.0.3 PMWeb Procedures...........................................................................................41 7.0.4 Construction Sequencing and Constraints.........................................................42 7.0.5 Working Hours.................................................................................................. 42 7.0.6 Standard Drawings and Typical Details............................................................42 7.0.7 Software............................................................................................................42 7.0.8 Submittal Review using Bluebeam................................................................... 42 7.0.9 Word Track Changes.........................................................................................43 7.0.10 GIS Submittals..................................................................................................43 8. PROJECT -SPECIFIC DEVIATIONS FROM OC SAN DESIGN GUIDELINES (NOT USED) ............ 44 9. STAFF ASSISTANCE.........................................................................................................................44 10. EXHIBITS............................................................................................................................................44 9-28-2022 1-24 — Design SOW Page 4 of 45 1. PROJECT REQUIREMENTS 1.0 SUMMARY 1.0.1 PROFESSIONAL DESIGN ENGINEERING SERVICES A. Provide professional design engineering services for the project described herein including the following: 1. Preliminary Design Report 2. Environmental documentation services 3. Permitting assistance 4. Preparation of bid documents 1.0.2 PROFESSIONAL LICENSING REQUIREMENTS All plans and specifications shall be prepared by a professional engineer licensed in the State of California of the associated discipline. 1.1 BACKGROUND The entire Greenville Trunk sewer was originally constructed in 1952 under Project 1-4. In 1959, a portion was reconstructed as a siphon to allow for the Santa Ana Gardens Channel storm drains crossing. In 1972, the dual barrel siphon at Greenville Street and Warner Avenue was reconstructed as a single barrel siphon with a new manhole downstream, a consolidation of two manholes and local connections into a single manhole upstream, and the addition of an air jumper under Project 1-13. The majority of the Greenville Trunk sewer consists of 24-inch and 27-inch vitrified clay pipe (VCP). In addition, the northern siphon crossing the Santa Ana Gardens channel storm drains consists of dual 18- inch VCP pipelines and no air jumper, and the southern siphon at Greenville Street and Warner Avenue is a single 30-inch VCP pipeline with a 12-inch VCP air jumper. Nearly all manhole structures on the Greenville Trunk sewer are uncoated concrete manholes ranging in wall diameter from 48-inch to 72- inch with 24-inch, 30-inch, or 36-inch frame and covers. CCTV confirmed there are several segments of pipeline with direct connections from local residences and businesses. The 2019 Master Plan Update identified significant surcharging (5 ft or greater) in the Greenville Trunk sewer with only two feet of freeboard during wet weather conditions (10-yr storm). Therefore, the replacement of the Greenville Trunk sewer is needed due to lack of existing capacity and subsequent risk of a sewer overflow within existing infrastructure. 1.2 GENERAL PROJECT DESCRIPTION This project will upsize the Greenville Trunk sewer to eliminate existing wet weather capacity deficiencies. This includes the replacement of 16,100 linear feet of pipelines, two siphons, air jumpers, and 41 manholes. See Exhibit 18 — Project 1-24 Greenville Trunk Improvements Map. All the facilities to be replaced are in the City of Santa Ana. The existing alignment begins in the north at Myrtle Street and flows west beneath Duchess Lane, south on Sullivan Street, east on Edinger Avenue and south on Greenville Street, where it intersects and terminates with a new manhole at Alton Avenue. 1.3 PROJECT EXECUTION PHASES All OC SAN projects are divided into six phases. CONSULTANT shall provide engineering services for all Project Elements listed in this Scope of Work for the following Phases: Phase 1 — Project Development (Not in this Scope of Work) 9-28-2022 1-24 — Design SOW Page 5 of 45 Phase 2 — Preliminary Design Phase 3 — Design Phase 4 — Construction (Not in this Scope of Work) Phase 5 — Commissioning (Not in this Scope of Work) Phase 6 — Close Out (Not in this Scope of Work) 1.4 DESCRIPTION OF PROJECT ELEMENT Detailed descriptions of the Project Element are presented below. 1.4.1 PROJECT ELEMENT 1 — UPSIZE GREENVILLE TRUNK SEWER A. Replace pipeline, manholes, siphons, and air jumpers 1. Install approximately 16,100 LF of larger diameter sewer pipe 2. Install approximately forty-four 72-inch to 84-inch diameter manholes. B. Assumptions for Level of Effort 1. Refer to Exhibit 18 — Project 1-24 Greenville Trunk Improvements Map. For the purpose of estimating the predesign and design phase levels of effort, the CONSULTANT shall make the following assumptions regarding this project element: a. New pipe will be approximately 33 to 39-inches in diameter. b. 13,700 LF of pipeline will parallel the existing alignment or replace pipe directly within the same alignment and 2,400 LF of pipe will be routed along adjacent streets. This re-routed portion is depicted in red and black along Shelley Street and Willitz Street. (1) Bypass is required for approximately 5,300 LF in five segments where pipe is replaced within the existing alignment. Bypass is assumed along Sullivan Street. c. 1,400 LF of existing pipe and three manholes, will be rehabilitated and transferred to the City of Santa Ana. This portion is depicted in orange along Duchess Lane and Sullivan Street. (1) Bypass is required for this rehabilitation effort. d. Approximately 200 LF of City Sewers and three lateral connections will be replaced to convey flow to the new trunk sewer alignment. This portion is depicted in Orange on Myrtle Street. (Added 3 sheets, 2,000 LF per/sheet with room for notes) (1) Bypass is required for the replacement of City sewers and reconnection of laterals. e. Approximately 900 LF of OC SAN sewers, two manholes, and one double -barrel siphon will be abandoned. This portion is shown with a black and white dashed line. f. Two siphons and corresponding air jumpers will be constructed. Of the two siphons, the Warner Ave Storm Drain crossing will be constructed adjacent the existing siphon, but the Santa Ana Gardens Channel (currently beneath Friendship Park) crossing will occur at a new location beneath a parallel street. g. Approximately 150 LF of steel casing will be installed beneath the railroad at Alton Avenue by jack and bore. h. Temporary construction easements and permanent utility easements will be required for a portion of the new alignment. i. Standard OC SAN details will be used for the majority of the improvements. 9-28-2022 1-24 — Design SOW Page 6 of 45 1.4.2 PROJECT ELEMENT 2 — ADDRESS 12 DIRECT CONNECTIONS A. Replace pipeline and manholes. 1. Disconnect twelve direct connections from local residences and businesses and construct local sewers and manholes to capture these flows. These direct connects have been identified in the following segments. a. SAN0135-0000: SAN0135-0005: 1 tap break-in b. SAN0135-0007: SAN0135-0010: 1 tap break-in c. SAN0135-0070: SAN0135-0075: 1 tap break-in d. SAN0135-0080: SAN0135-0085: 4 tap break-ins e. SAN0135-0000: SAN0135-0005: 1 tap break-in f. SAN0135-0105: SAN0135-0110: 3 tap break-ins g. SAN0135-0140: SAN0135-0145: 1 tap break-in B. Assumptions for level of effort 1. For the purpose of estimating the predesign and design phase levels of effort, the CONSULTANT shall make the following assumptions regarding this project element: a. Approximately 1,200 LF of new 8-inch diameter City sewers will be required. b. Approximately ten new City manholes will be required to capture flows from twelve noted direct connections. c. Bypass is required for the construction of City sewers and reconnecting laterals. d. Standard City of Santa Ana details will be used for the City improvements. 1.4.3 TEMPORARY FACILITIES DURING CONSTRUCTION A. In certain cases, construction sequencing constraints may require the contractor to construct a temporary facility to be used during a certain portion of the construction period. CONSULTANT shall identify in what instances such facilities are required or reasonably warranted and present those instances with implementation plans and construction sequencing constraints to OC SAN for consideration. When such facilities are found to be either required or reasonably warranted, CONSULTANT shall provide detailed drawings, work sequence, and specifications for temporary facilities and bypassing during construction to be included in the Bid Documents so bidders understand what is required to provide and operate the temporary facilities and that the reliability and performance of the facilities will meet OC SAN's needs and reasonably mitigate construction risks. Examples of potential facilities include: 1. Temporary odor control facilities 2. Bypass pumping to install piping and replace manholes 3. Temporary gravity bypass 4. Temporary noise abatement B. CONSULTANT shall design measures for the temporary handling of flows to be implemented by the Contractor during construction considering OC SAN's goal of zero sewage spills. C. If existing facilities such as stop logs, etc. are being used for diversions, include a plan for testing those facilities during Phase 3 - Design to verify that they will function adequately for the purpose. If testing cannot be performed, CONSULTANT shall identify the risks associated with using the facility for bypassing, along with contingency plans and mitigation measures to be implemented if they are found not function adequately during construction. 9-28-2022 1-24 — Design SOW Page 7 of 45 1.4.4 COORDINATION WITH OTHER PROJECTS A. The following projects may impact or require coordination with this project: 1. 1-23 Santa Ana Trunk Sewer Rehabilitation 2. P1-105 Headworks Rehabilitation 3. FE19-04 Sunflower Pump Replacement at Plant No 4. City of Santa Ana projects 1.5 DESIGN CONSIDERATIONS The following design considerations shall be carried from Preliminary Design through Final Design. 1.5.1 TECHNOLOGY AND CONFIGURATION CHOICES The project elements in this facility shall be achieved using proven technologies. Alternative means of accomplishing the project elements must be reviewed and accepted by OC SAN prior to detailed evaluation. All alternative technologies proposed should be currently operating in other wastewater collection systems of similar capacity. 1.5.2 DESIGN DECISIONS Design decisions shall be agreed upon by OC SAN prior to any work being performed by the CONSULTANT in preliminary and detailed design. All design decisions shall be documented. 1.5.3 DESIGN SELECTION CRITERIA A. Design selection shall consider construction, lifecycle, operation, and maintenance costs as well as process benefits and overall quality. When design recommendations are presented to OC SAN, the design selection criteria shall be clearly identified with the recommendation. B. The cost estimate shall consist of a life cycle cost analysis for the options proposed, including costs for engineering, construction, start-up, and operational and maintenance, and future rehabilitation and replacement. C. The construction cost estimate shall be as described in Engineering Design Guidelines Section 01.4.6 included as Exhibit 17 - OC SAN Engineering Design Guidelines and Standards — Available online at https://www.00 SAN.com/about- us/transparency/document-central/-folder-917. Life cycle cost analysis is described in Section 01.2.19 of the Guidelines. 1.5.4 PROJECT ELEMENT DESCRIPTION REVISIONS CONSULTANT shall review and revise the Project Element Descriptions using track changes at the end of Preliminary Design and at each design submittal. Changes shall be submitted to OC SAN for review. 1.5.5 COST MODEL A. CONSULTANT shall prepare the cost model to be used to demonstrate the true cost of major project decisions. With each major project decision, the CONSULTANT shall review and update the cost model. The cost model shall be a living document between the CONSULTANT and OC SAN to ensure that all changes are being acknowledged in the overall project cost. CONSULTANT shall assume 4 cost model revisions in addition to the cost estimates developed for the preliminary design and design submittals. The cost models will be developed at the following milestones: 1) After NTP, 2) Draft PDR, 3) Post PDR, and 4) DS3. B. The cost model shall show the implications of the decisions on the life cycle costs and shall be used in the decision -making process. After decisions are made, the updated construction costs, and life cycle costs, shall be submitted for project records. C. The cost model shall be used to track project changes through final design. 9-28-2022 1-24 — Design SOW Page 8 of 45 D. The construction cost estimate shall be as described in Engineering Design Guidelines Section 01.4.6 included as Exhibit 17 - OC SAN Engineering Design Guidelines and Standards — Available online at https://www.00 SAN.com/about- us/transparency/document-central/-folder-917. 1.6 PROJECT SCHEDULE 1.6.1 GENERAL A. The table below lists the time frames associated with each major project deliverable and with OC SAN's review and approval of those deliverables. CONSULTANT shall comply with the deadlines indicated in that table. B. OC SAN's Project Manager will issue a Preliminary Design NTP. OC SAN's Project Manager will also issue a Final Design NTP upon OC SAN's acceptance of the final Preliminary Design Report. C. The time frames specified below are used to estimate the actual milestone dates based on the assumed NTP date, as shown in Exhibit 8 - Project Schedule Calculation. D. OC SAN will consider an alternative CONSULTANT -proposed schedule provided it is consistent with OC SAN resources and schedule constraints and adds value to OC SAN. PROJECT MILESTONE AND DEADLINES MILESTONE DEADLINE Submit Project Management 10 workdays from Preliminary Design NTP. Plan (PMP) 10 working days from receipt of PMP. CONSULTANT shall issue a OC SAN Review of PMP revised PMP within 5 working days of receipt of OC SAN's comments for OC SAN approval. Kickoff Meeting /Preliminary The kickoff meeting will be scheduled to coincide with the Preliminary Design Production NTP Design NTP. Submit draft Preliminary 280 workdays from the Preliminary Design NTP. CONSULTANT shall Design Report (PDR) establish a schedule with the OC SAN PM for separately submitting working drafts of each Design Memo for OC SAN review prior to completing the draft PDR. This schedule shall factor in the logical sequence for completing the memos as well as both CONSULTANT and OC SAN resources. OC SAN Review of draft 30 workdays from receipt of Draft PDR (Includes City of Santa Ana PDR review) Submit final Preliminary 40 workdays from receipt of OC SAN comments on Draft PDR. Design Report Final Design CONSULTANT's schedule shall allow 1 working day from submittal of NTP the final PDR to receipt of the Design Phase NTP. Submit Design Submittal 1 60 workdays from Design Phase NTP. (DS1) OC SAN Review of DS1 20 workdays from receipt of DS1 Submit Design Submittal 2 100 workdays from receipt of OC SAN comments on DS1. (DS2) OC SAN Review of DS2 35 workdays from receipt of DS2 Submit Design Submittal 3 90 workdays from receipt of OC SAN comments on DS2. (DS3) OC SAN Review of DS3 30 workdays from receipt of DS3 (Includes Santa Ana Review) 9-28-2022 1-24 — Design SOW Page 9 of 45 PROJECT MILESTONE AND DEADLINES MILESTONE DEADLINE Submit Final Design 50 workdays from receipt of OC SAN comments on DS3. Submittal (FDS) CONSULTANT shall stop work upon submission of DS3, except as required to participate in OC SAN meetings, until receipt of OC SAN comments on DS3. OC SAN Review of FDS 20 workdays from receipt of FDS Final Technical 20 workdays from receipt of OC SAN comments on FDS. Specifications and Plans 2. PHASE 2 - PRELIMINARY DESIGN The preliminary design phase will define the project. The final deliverable of this phase will be a Preliminary Design Report (PDR) with the basis of design for all elements of the project. 2.0 PRELIMINARY DESIGN EXECUTION 2.0.1 PRELIMINARY DESIGN DECISION PLAN (PDDP) A. CONSULTANT shall prepare a Preliminary Design Decision Plan (PDDP) for how the preliminary design decisions will be properly planned and scheduled such that: 1. The work is planned to meet the specified schedule while providing appropriate opportunities for OC SAN input. 2. OC SAN input is planned with appropriate timing to ensure a high -quality final product. 3. Major decisions are made in a timely manner by the project team and project stakeholders and do not impact the project schedule. 4. Workshops and meetings are scheduled at the start of the project to ensure maximum participation. B. The PDDP shall include, at a minimum the following information: 1. Discussion of how major decisions will be made on the project (utilizing a decision tree as appropriate), and the process to gain OC SAN concurrence. 2. Summary and timing of major decisions to fit the project schedule. 3. List of workshops, technical design meetings and focused meetings where major decisions will be made, date of workshop or meeting, and the list of required attendees. 4. Schedule for all workshops, technical design meetings, and focus meetings and list of anticipated attendees. C. The PDDP shall be developed by the CONSULTANT and submitted for OC SAN review. CONSULTANT shall make the appropriate revisions and submit the final version for use as the basis for execution. 2.0.2 MAJOR DECISIONS A. The CONSULTANT shall plan the resolution of major decisions through the following process: 1. Identify major decisions early and the timing required to prevent impacts to the project schedule. 2. Identity the decision -making method that will be used to gain OC SAN concurrence and provide appropriate opportunities for OC SAN provide input. 9-28-2022 1-24 — Design SOW Page 10 of 45 3. Identify and schedule at the start of the project the workshops, technical design meetings and focused meetings where major decisions will be made and include a list of required attendees. B. These decisions should be tracked on the Decision Log and flagged as a major decision. 2.1 PREDESIGN EVALUTION STUDIES (NOT USED) 2.2 PRELIMINARY DESIGN PRODUCTION 2.2.1 GENERAL A. Preliminary Design Report (PDR) production involves the preparation of design memos, drawings, calculations, and other supporting material resulting in the PDR. 2.2.2 DESIGN MEMOS A. The CONSULTANT shall produce Design Memos as indicated with a check box below in accordance with Exhibit 1 - Preliminary Design Report Requirements. The CONSULTANT shall discuss the combining of design memos with OC SAN and develop a design memo submittal list. ❑Process Design Configuration ❑Design Configuration ❑ Redundancy ❑Monitoring and Sampling ❑ Process Flow Diagrams ❑Operating Philosophies ❑Site and Facility Layouts ❑ Preliminary Load Criticality Ranking Table El Hydraulic Analysis El Hydraulic Analysis El Hydraulic Profile ❑Demolition ❑Describe Demolition Requirements El Demolition List El Demolition Plans ❑Demo EID El Rehabilitation Requirements ❑x Geotechnical Data Report (35 borings and 5 GW MWs) ❑x Review of Existing Data - Preliminary Geotechnical Report ❑x Geotechnical Data Report and Recommendations ❑Civil Design Parameters ❑General Civil ❑ Drainage Requirements ❑Corrosion Protection Requirements ❑Utility Requirements ❑Structural Design Parameters ❑Architectural Design Parameters Note: Develop up to [three] alternative concepts for review and acceptance ❑Process Mechanical Design Parameters ❑Building Mechanical Design Parameters ❑Fire Protection ❑Fire Protection Requirements El Fire Water Flow Analysis 9-28-2022 1-24 — Design SOW Page 11 of 45 ❑Fire Protection Requirements for Existing Facilities ❑ Electrical ❑Codes/standards. Brief description of electrical system. Electrical drawings. ❑Identify Electrical System Impacts ❑ Report — Data Collection and Verification ❑ Preliminary Load List El Preliminary Standby Power Requirements ❑ETAP — Preliminary Short Circuit Analysis and Load Flow/Voltage Drop Studies ❑ ETAP — Provide Data. OC SAN will perform ETAP studies. El Preliminary Analysis for cable pull calcs, duct bank cable derating, cable tray fill calcs. El Hazardous Area Classification Requirements El Instrumentation and Control El Instrumentation and Control System ❑Specialty Safety Systems ❑ Preliminary SAT ❑ PLC and RIO Panel Location Map ❑CCTV Coverage Map ❑x Landscaping ❑x Landscaping Requirements (Friendship Park restoration following improvements to, or abandonment of double barrel siphon) El Develop up to [three] alternative concepts for review and acceptance ❑Plant Utility Investigation Findings ❑Vibration Analysis [(See revised Engineering Design Guidelines Chapter 06, MECHANICAL DESIGN, Section 06.7 "Vibration Analysis for Rotating Electrical Equipment" located at the end of the scope of work) ❑x Collections Basis of Design ❑x Codes and Standards ❑x Hydraulic Analysis ❑x Pipeline Basis of Design ❑x Manhole Basis of Design ❑x Hydraulic Profiles ❑x Collections Rehabilitation Alternatives ❑x Pipeline Rehabilitation ❑x Manhole Rehabilitation ❑x Collections Pipeline Design Assume 3 viable alignment options ❑x Design Memo Items 1-12 ❑x Open -cut vs. Trenchless Technologies ❑x Trenchless Technologies at Major Crossings Assume that a minimum of 1 trenchless crossing will be required. ❑x Collections Utility Investigation Findings ❑x Collections Conceptual Traffic Control ❑x Basis for Traffic Control Strategy ❑Traffic Analysis ❑x Conceptual Traffic Control Plans ❑x Design Safety Requirements ❑x Design Safety Requirements ❑x Identify all potential project specific safety issues ❑x Identify all potential Cal OSHA and OC SAN safety issues 9-28-2022 1-24 — Design SOW Page 12 of 45 • Identify construction safety hazards • Use Sample Full Project Safety Review Plan to verify safety elements •Risk Management Check List to verify safety elements ❑ HAZOP •Public Impacts List of Stakeholders including but not limited to Cities, Utility Owners, Agencies, Businesses, Homeowner Associations, Public Services (Fire, Post Office, other) Schools, Places of Worship, etc. is required. (Added feasibility of battery vs generator added to DM2) •Environmental and Regulatory Requirements ❑x CEQA Part of Programmatic EIR. (Assume Initial Study followed by MND) •Determine project environmental and regulatory requirements •Matrix of CEQA and Permit Requirements •Mitigation, Monitoring and Reporting List •Permit Requirements •List of Permits Required ❑Oil Well Abandonment •Stormwater Requirements ❑Hazardous Material Survey, Mitigation and Control El Maintainability ❑Define Maintainability Requirements El Maintainability Requirements Plan Drawings ❑Define Maintainability Rules El Define Maintainability Information for Project Specific Equipment ❑Facility Operation and Maintenance ❑Facility O&M Requirements ❑Operating Philosophies El Preliminary Assessment of O&M Staffing Requirements •Implementation Plan • Identification of Adjacent Projects El Preliminary Commissioning Checklist ❑x Preliminary Construction Sequencing Plan ❑x Review of Constructability Issues •Temporary Handling of Flow •Preliminary Technical Specification List The above requirements will be discussed and presented in six Design Memorandums: Original DIMS DM1- Condition Assessment DM2 - Geotechnical Data Report DM3 - Utility Investigation DM4 - Flow Monitoring DMS - Alignment Study (Address 12 Direct Connections) DM6 - Collections Basis of Design DM7 - Rehabilitation Alternatives DM8 - Pipeline Design DM9 - Conceptual Traffic Control 9-28-2022 REVISED DMs (Negotiated) DM1 Condition Assessment, Geotech Data Report and Utility Investigation DM2 Alignment Study and Rehab Alternatives, Public Impacts DM3 Collections Basis of Design and Pipeline Design 1-24 — Design SOW Page 13 of 45 Original DMs DM10 - Landscaping DM11- Public Impacts DM12 - Permit Requirements DM13 - Stormwater Requirements DM14 - Design Safety Requirements DM15 - Environmental and Regulatory Requirements DM16 - Implementation Plan 2.2.3 PROJECT SPECIFIC DESIGN MEMOS REVISED DMs (Negotiated) DM4 Conceptual Traffic Control DM5 Landscaping, Permits, Stormwater, Safety, Environmental Requirements DM6 Implementation Plan A. The CONSULTANT shall produce a Design Memo summarizing the evaluation and results of the following specialty services: 1. Condition Assessment (facilities subject to rehabilitation, review existing CCTV) 2. Alignment study addressing 12 direct connections (Project Element 2) 3. Preliminary assessment of the viability of portable batteries to power temporary bypassing and odor control equipment in lieu of diesel generators. (Project Element 1) a. Identify available options and approximate durations of use and frequency of replacement during construction. b. Coordinate with OC SAN Energy Master Plan Project (Project PS21-04) c. Identify vendor sources and estimated costs d. Estimate capital life of batteries and potential OC SAN use of batteries over capital life e. Estimate life cycle costs based on estimated use f. Battery vs. generator viability will be presented in DM2. 2.2.4 PRELIMINARY DESIGN DRAWINGS A. The CONSULTANT shall produce the following Preliminary Design Report drawings in accordance with Exhibit 1 - Preliminary Design Report Requirements. ❑x General ❑x Demolition ❑x Civil ❑x Landscape (Friendship Park restoration) ❑Structural ❑Architectural ❑ Mechanical ❑Electrical El Instrumentation and Control B. Additionally, the CONSULTANT shall produce the following drawings to include with the Preliminary Design Report 1. Conceptual Traffic Control 2. Conceptual Temporary Sewer Bypass 9-28-2022 1-24 — Design SOW Page 14 of 45 2.2.5 PRELIMINARY DESIGN REPORT (PDR) PRODUCTION, CONTENTS AND ORGANIZATION A. Preliminary Design Report (PDR) Production involves the preparation of design memos, drawings, calculations, and other supporting material resulting in the PDR. B. The CONSULTANT shall combine the materials described below into a draft PDR. The PDR shall be structured as outlined below, with the contents corresponding to the tasks listed in this Scope of Work. Volume 1 — Preliminary Design Report Technical Memos Executive Summary Design Memos (Six total, see 2.2.2 Design Memos) Design Memo 1, 2, 3, etc. List of Proposed Specification Sections Volume 2 — Drawings (see Exhibit 1 — PDR Requirements and Exhibit 7 — Design Submittal Requirements Matrix) Volume 3 — Submittal Documentation Calculations Catalog Cuts Decision Log Meeting Minutes C. The Executive Summary shall summarize the conclusions of the Memos included in the report, and specifically include a summary construction schedule and construction cost estimate. D. The draft PDR and final PDR shall be submitted in searchable PDF format legible on -screen and as a hard copy. The number of hard copies is indicated in Exhibit 9 - Deliverables Quantities. The labeling and organization of the PDF submittal shall be in accordance with Exhibit 14 - Bluebeam Designer Training for Submission_ E. Each draft design memo shall be a separate file. Draft PDR and Final PDR shall combine Design Memos into a single volume with Bluebeam bookmarks. 2.2.6 PRELIMINARY DESIGN COST ESTIMATE A. The CONSULTANT shall provide a cost estimate for the associated PDR submittal indicated below in accordance with Exhibit 1 - Preliminary Design Report Requirements. 2.3 PRELIMINARY DESIGN ACTIVITIES The following services shall be provided by the CONSULTANT or an appropriately qualified subconsultant. In any case, the CONSULTANT shall be responsible for managing all subconsultants, including reviewing their work products prior to submission to OC SAN. 9-28-2022 1-24 — Design SOW Page 15 of 45 2.3.1 EASEMENTS, PROPERTY BOUNDARIES AND WORK AREA LIMITS A. The Consultant shall identify easement and property boundary requirements and prepare all easement documents, including performing any field investigations and survey required to identify and prepare easements. B. Unless otherwise directed, the Consultant shall identify, survey, and show all property boundaries, and all existing and proposed easements, within and/or adjacent to the project boundaries. C. Consultant shall show and explicitly identify the limits of work for all portions of the project, including any restrictions to the work allowed in any area, e.g., whether the area can be used for parking or laydown. D. All survey research and survey field work shall be performed by a Professional Land Surveyor licensed by the State of California. E. Addendum No. 1 Consultant shall appraise the value and work with OC SAN Property Management staff to negotiate property and easement rights that OC SAN may want to acquire permanently. F. Addendum No. 1 Consultant shall work with OC SAN Property Management team and lead the coordination between OC SAN and the City of Santa Ana in the transfer of permanent asset and easement. G. Addendum No. 1 Consultant shall prepare temporary agreements, and/or acquisition of temporary access and temporary easements required for project implementation such as bypass piping and associated equipment. 2.3.2 TOPOGRAPHIC SURVEY A. CONSULTANT shall conduct field and aerial surveys as required. Topographic information used on the construction plans shall be generated from a field survey and an aerial mapping process. OC SAN will not provide the aerial survey information to the CONSULTANT for use on the project. B. Assume survey will include extents of exiting alignment plus Shelley Street and Willitz Street per Exhibit 18 — Project 1-24 Greenville Trunk Improvements Map C. Control Surveys for Collection Systems 1. General: Topographical information used on the construction plans shall be generated from an aerial mapping process. CONSULTANT shall provide for the aerial and field surveys necessary for the mapping process for all applicable Project Elements of the project Scope of Work and shall provide for the aerial mapping. Providing for the process includes paying for, coordinating, and designing the aerial and horizontal/vertical control surveying for the preliminary and final design. CONSULTANT's responsibilities for the surveys include generating any subconsultant scopes of work, data interpretation and preliminary design. All survey work is to be done under the direction and control of a Professional Land Surveyor, licensed by the State of California. 2. Aerial Survey: The aerial photography shall have sufficient coverage for the digital topographic mapping. The photo scale of the aerial photography shall not be more than 100 feet per inch for pipeline work or 20-feet per inch for pump stations. Stereo pairs of photographs shall be furnished to OC SAN. 3. Phasing of Work: Other than the aerial and topographic survey work, the balance of the survey work shall not commence until the design phase of the project has been authorized or concurred to by OC SAN. 9-28-2022 1-24 — Design SOW Page 16 of 45 4. Field Survey Aerial: A field survey shall be used to establish both horizontal and vertical control for the project. Control shall meet or exceed NGVD 88 requirements and shall be based on California State Plan Coordinates (NAD 83) including the 1995 O.C. surveyor's adjustments. A sufficient number of points shall be used to accurately complete the digital topographic modeling. No less than five control points per stereo model shall be used. 5. Aerial Field Survey Inclusions: The field survey shall include all survey monuments, topographic features, easements, property lines, culture, and elevations on the plan and profile sheets. All covers, including the existing sewer manholes, storm drain manholes, and utility and valve vaults shall be identified and marked in the field. 6. OC SAN Review Aerial Survey Line: The general location and alignment of the survey line shall be submitted to OC SAN prior to performing the field survey. Survey work shall not commence until authorized or concurred to by OC SAN. CONSULTANT shall be responsible for obtaining and paying for the field survey services. 7. Field Survey Base Line: The field survey shall establish a base line for construction purposes for pipeline work equal to or greater than 500-feet in length. The line will be used to define the proposed design, in terms of station and offset, and to establish the bearings for right-of-way. The survey line shall be set on 100-foot stations and shall be tied to the established aerial control. The field survey shall tie in all controlling monuments within the map limits and all street centerline intersections. The ties shall be express in both State Plane Coordinates and as station and offset. 8. Manhole Information: The field survey shall also include the measurement of the invert and manhole rim elevations of all existing sewers within the project reach. The size, orientation and invert of any pipe connections shall also be recorded. 9. Base Map: The base map index contours shall be spaced at five feet (5') vertically and the immediate contours shall be spaced at one -foot (1') contour intervals. The mapping shall include digital topographic mapping. The digital format shall be compatible with OC SAN Graphic Information System. All surface features, including those hidden from aerial view shall be incorporated into the digital mapping. 10. Plan and Profile Sheets: CONSULTANT shall prepare plan and profile sheets based upon the aerial mapping. The scale for plan and profile sheets shall be one -inch equals forty feet (1" = 40') horizontal and one -inch equals four feet (1" = 4') vertical. An aerial photographic (photo strip) with the alignment shall be included. The plan view shall be separate from the photo strip. Intersections shall be adequately detailed at a scale of one - inch equals ten feet (1" = 10') or one -inch equals twenty feet (1" = 20'). Manholes and other details shall be drawn at a scale that is adequate to provide clarity and sufficient detail for construction. The pump station construction drawings shall be drafted at scales of 1/8" = 1' to 1" = 20', as adequate, to allow for sufficient detail to be shown. The basis of bearings and benchmarks shall be indicated on the drawings, 11. Survey Note Submittal: CONSULTANT shall submit two bound copies of all survey notes and data used to establish vertical and horizontal control. The information submitted shall be suitable for use to establish construction controls. If additional property and/or right- of-way are required, CONSULTANT shall identify property and/or rights -of -way to be acquired. CONSULTANT shall prepare legal descriptions and plats for easements and property to be acquired during the final design phase of the project. 12. Assume the entire alignment in Exhibit 18 shall be surveyed, including the approximate 2,400 LF alternate alignment. 2.3.3 GEOTECHNICAL INVESTIGATION A. CONSULTANT shall secure the services of a qualified Geotechnical Engineering firm to prepare a Geotechnical Data Report that addresses geotechnical concerns for all applicable Project Elements of the project Scope of Work 9-28-2022 1-24 — Design SOW Page 17 of 45 B. Soil Explorations 1. The geotechnical services shall include exploratory work such as soil borings necessary to observe, test, classify soils, and monitor groundwater levels and potential groundwater pollutants of concern. 2. The number and spacing of borings shall be based on the geotechnical professional's interpretation of needs and recommendation; however, a maximum of five hundred feet shall be allowed between pipeline alignment borings along a pipeline alignment. a. If unexpected or unique soils are encountered, an adequate number of borings shall be taken to try and define the limits of the anomaly. 3. Borings shall also be taken at or near the upstream and downstream connection points for the proposed facility. 4. The depth of the borings shall be adequate to characterize the soils to a depth of at least five feet below the bottom of an excavation or any proposed sewer invert elevation. At least three borings shall extend ten feet below the proposed excavation bottom or sewer invert. 5. The assumptions for the number of borings, trenching, CPTs, or other exploratory testing will be negotiated upon selection of the most qualified consultant. For the estimated level of effort, the following assumptions should be used: a. 35 borings, averaging 35 feet deep C. Soil Sampling 1. Soil samples for testing shall be collected as needed based upon CONSULTANT's professional judgment. However, samples intervals shall not exceed two -foot depth intervals alternating SPT and RING samples in each boring. If borings are taken near existing sewers, samples shall be taken and delivered to OC SAN for testing for coliforms to determine if sewers are leaking. D. Ground Water Pump Testing 1. Conduct ground water pump testing to determine dewatering parameters for inclusion of the specifications. 2. Provide a complete specification for the abandonment of wells for areas where aquifers could be compromised. Potential abandonment methods for deep penetrations might consist of over drilling and fill with cement-bentonite grout slurry, or deep pressure grouting to create a concrete seal. E. Groundwater Contamination Testing 1. Perform complete lab analysis for all pollutants regulated under OC SAN Local Discharge Limits (see page 33 of OC SAN's Wastewater Discharge Regulations Ordinance No. 53). F. Soil Exploration Locations 1. The location of all soil explorations shall be plotted on a map and attached to the Geotechnical Report. Preferably, the explorations shall include survey coordinates consistent with the project survey. Complete logs of the soil profiles shall be included in the report. 2. Explorations shall be located strategically within the footprint of the proposed excavation or on the centerline of proposed pipeline alignments. A total of 5 borings shall be cased and converted into water level monitoring wells for use during construction according to local agency requirements. CONSULTANT shall obtain all necessary permits for the installation of monitoring wells. CONSULTANT shall include well abandonment instructions and details in the contract documents for contractor to perform at completion of construction. 9-28-2022 1-24 — Design SOW Page 18 of 45 3. Work conducted within OC SAN's treatment plants shall comply with the requirements of the OC SAN Stormwater Management Plan. Work conducted outside OC SAN's treatment plant shall comply with the requirements of the local jurisdiction. 2.3.4 UTILITY INVESTIGATION A. To better manage the risks associated with construction excavation, CONSULTANT shall perform a thorough search of all utilities impacted by the work for all applicable Project Elements of this Scope of Work, regardless of size and all other facilities above or below ground. Utilities include all in -plant, utility company -owned and public agency -owned piping, duct banks, and other interferences. The search shall include utilities within the public right-of-way, and those located on private property and OC SAN property impacted by the proposed project. The search shall include the records and plans of OC SAN and all respective public and private companies and utilities. B. Review of OC SAN Records 1. OC SAN's "As-built/Record" plans may be incomplete or inaccurate with respect to the routing of individual utilities, pipelines, etc. in the vicinity of the project. CONSULTANT shall check OC SAN records against those of the other agencies, companies, and utilities. These may include, but not be limited to, oil, gas, fuel, water, and sewer pipelines, traffic control facilities, telephone and electrical conduit and duct banks, storm drains, manholes, and other structures. C. Review of Outside Agency Records 1. CONSULTANT shall contact, in writing, all jurisdictional agencies and utility owners to inform them of OC SAN's project. CONSULTANT shall request plans showing all the agencies or utility's facilities, pipelines, etc. in the project area. CONSULTANT shall also request plans and schedules for all proposed construction in the project areas. CONSULTANT shall develop a schedule to minimize project conflicts and/or coordinate OC SAN projects with local agencies. 2. CONSULTANT shall personally visit each agency/company and search through all available plans, files, and documents. CONSULTANT shall meet with applicable field staff from each agency to confirm the completeness of their research. Abandoned utilities shall also be considered. 3. CONSULTANT shall document the contacts and information requested and received, including that from Underground Service Alert (USA). OC SAN shall be copied on all correspondence between CONSULTANT and public and private agencies, and utility companies. CONSULTANT shall submit a copy of all documentation to OC SAN with an itemized submittal letter. CONSULTANT's Project Manager shall sign the transmittal cover letter and the cover letter shall confirm that CONSULTANT has sent a representative to each agency/company/utility, performed on -site inspections for each utility, and has listed the utilities. 4. CONSULTANT shall contact USA and request a Substructure listing for the project area. D. On -Site Inspection 1. An on -site inspection shall be made in the project area. During the on -site inspection, a senior -level CONSULTANT representative shall walk the site accompanied by OC SAN's Project Engineer and Supervising Inspector. The CONSULTANT representative shall be experienced in the location and identification of utilities in the field. During the on -site inspection the CONSULTANT shall document all visible features that indicate utilities within the project area and compare them with the available utility plans. E. Utilities for Adjacent Properties 9-28-2022 1-24 — Design SOW Page 19 of 45 1. CONSULTANT shall investigate all utilities serving properties adjacent to the work, and submit a spreadsheet at the end of the utility research accounting for all anticipated utilities for OC SAN review, with the following information: a. List all utilities anticipated or each adjacent property. b. Indicate whether or not each such utility was found on as -built drawings of any agency, with an identification of the agencies identifying such utility. c. Indicate whether or not the utility was field located by utility through USA process, and, if so, by which agency. F. CONSULTANT shall provide all required stamped traffic control plans as part of the encroachment application process required by all cities for use during the geophysical investigations, potholing, geotechnical borings, and field investigations. G. Subsurface Utility Investigations 1. Investigation of existing utilities shall be in accordance with the respective ASCE guidelines, except as amended by this Scope of Work. A brief description of the ASCE guidelines defines the Quality Level of detail for researching subsurface utilities as follows: a. Quality Level D: Information derived from existing records or oral recollections. b. Quality Level C: Information obtained by surveying and plotting visible above- ground utility features and by using professional judgment in correlating this information to Quality Level D information. c. Quality Level B: Information obtained through the application of appropriate surface geophysical methods to determine the existence and approximate position of subsurface utilities. Quality Level B data shall be reproducible by surface geophysics, such as ground penetrating radar, at any point of their depiction. This information is surveyed to applicable tolerances and reduced onto plan documents. d. Quality Level A: Precise horizontal and vertical location of utilities obtained by the actual exposure (or verification of previously exposed subsurface and surveyed utilities) and subsequent measurement of subsurface utilities, usually at a specific point. Minimally intrusive excavation equipment is typically used to minimize the potential for utility damage. A precise horizontal and vertical location, as well as other utility attributes, is shown on the plan documents. Accuracy is typically set to 15-mm vertical and to applicable horizontal survey and mapping accuracy. 2. Refer to Cl/ASCE 38-02, Standard Guidelines for Collection and Depiction of Existing Subsurface Utility Data for details. 3. CONSULTANT shall determine all utilities impacted by the work for all applicable Project Elements of this Scope of Work. Utilities include utility company -owned, and public agency - owned piping, duct banks, and other interferences. 4. Subsurface investigation for all utilities in and around the work area shall be performed to Quality Level D and Quality Level C. All utilities shall be plotted both in plan and profile on a scaled drawing that can later be incorporated into scaled (V = 40') plan drawings. 5. CONSULTANT shall submit, for acceptance by OC SAN, recommendations on which utilities should be investigated to Quality Level A and where Quality Level B investigations should be performed. As part of the submittal, a Potholing Plan and Geophysical Investigation Plan shall be developed including proposed pothole locations and type of geophysical investigation. 6. Prior to OC SAN's acceptance of the Potholing Plan/Geophysical Investigation Plan, a project field walk by the CONSULTANT Project Manager, OC SAN Project Engineer, Supervising Inspector, and other designated OC SAN personnel shall be performed. 9-28-2022 1-24 — Design SOW Page 20 of 45 H. Potholes and Geophysical Investigation 1. CONSULTANT shall secure the services of a subcontractor to perform the pothole work and geophysical investigation (including ground -penetrating radar). 2. CONSULTANT shall "pothole" and perform geophysical investigation on all utilities described and shown in the accepted Potholing Plan/Geophysical Investigation Plan. CONSULTANT's staff shall be on -site during potholing to provide direction to potholing crew. OC SAN staff shall also be present during potholing. Field investigations include visiting the project work site and each utility to verify the location of all interferences. 3. CONSULTANT shall provide all the related work necessary, including, but not limited to: a. Documentation of information b. Notification of USA's "Dig Alert" c. Providing field survey d. Obtaining required permits e. Submission of traffic control plans f. Setting up traffic control g. Soft dig potholing h. Ground -penetrating radar i. Excavating Backfilling k. Repairing pavement to local jurisdiction requirements 4. "Soft" excavation potholing methods such as vacuum extraction is preferred; however, excavation methods shall be chosen to adequately define the utility. Crosscut trenches may be preferred for defining some utility locations. Hydro -jetting soft dig should be avoided in sandy, wet, and contaminated soil conditions. 5. Potholing subcontractor shall measure and document the depth of pavement and of base material at each pothole, and every five feet along crosscut trenches. 6. Work conducted outside OC SAN's treatment plant shall comply with the requirements of the local jurisdiction. 7. CONSULTANT shall provide a licensed land surveyor or hire a licensed survey subcontractor(s) to field -locate the actual horizontal and vertical location of the constructed potholes. Survey controls shall be set and coordinated with the survey controls used on previous construction drawings. City of Santa Ana and Orange County control points shall be checked; northing, easting and elevation data for each pothole shall be shown on the Contract Drawings; and physical tie-ins provided in order to easily re-establish pothole locations after construction. CONSULTANT shall supply and supervise survey work and subcontractors needed to perform the pothole work. Survey datum differences shall also be reconciled. 8. The results of potholing and geophysical efforts shall be summarized in a field findings report. 9. CONSULTANT shall backfill and repair potholes consistent with the requirements of the local jurisdiction. If CONSULTANT is unable to determine local jurisdiction requirements prior to the proposal, CONSULTANT shall assume the following requirements: a. The materials removed from the excavation may not be used for backfill, unless approved by the local jurisdiction. If approved, excavated material used to fill potholes 9-28-2022 1-24 — Design SOW Page 21 of 45 shall be placed with a maximum lift thickness of four inches and mechanically compacted. b. If not approved, the CONSULTANT shall be responsible for hauling off and disposing of excavated pothole material. In this case, excavation holes shall be filled with a cement slurry mix from the bottom up. The excavated materials shall be tested for hazardous materials and disposed of offsite accordingly. Testing shall be the minimum required for classifying the materials. The potholing samples shall be tested by a California Environmental Laboratory Accreditation Program (ELAP) certified laboratory to identify characteristics of hazardous waste. A substance shall be considered hazardous if it possesses properties of toxicity, ignitability, corrosivity and/or reactivity per California Code of Regulations Title 22, Section 66261. In addition, Minimum the laboratory testing shall include an on -site Organic Vapor Analyzer (OVA) test for potential hydrocarbon contaminants. Should the OVA reading be equal to or greater than 45 ppm, further laboratory Minimum testing shall be performed to include Benzene, Toluene, Ethyl Benzene, and Xylene (BTEX) test per EPA guideline 8020 and Total Hydrocarbons (TPH) tests per EPA guideline. should the OVA reading be equal to or greater than 45 ppm. c. AC pavement shall be replaced to full depth or the structural section (AC & Base) plus two inches with hot mix asphalt unless otherwise required by the City of Santa Ana. Cold mix shall only be allowed when the patch will be replaced by the project and were approved by the City of Santa Ana. d. Concrete pavement shall be replaced to full depth plus two inches with Portland cement unless otherwise required by the City of Santa Ana. Quantitative Assumptions 1. CONSULTANT's fee proposal shall include a cost for potholes and unit cost for additional potholes. The cost shall provide for a minimum of 120 potholes during preliminary design and 120 potholes during final design. 2. CONSULTANT's fee proposal shall include a cost for geophysical investigation using ground penetrating radar (GPR). The cost shall provide for a minimum of GPR for the entire pipe alignment during preliminary design. 3. CONSULTANT's fee proposal shall include costs for pavement restoration in accordance with City of Santa Ana requirements. Note, where street moratoriums exist and provide restoration to extents required by the City of Santa Ana. J. Depiction of Utilities and Potholes on Plans 1. All utilities encountered during the preliminary design shall be shown on the Plans. Project work that requires other agencies to relocate existing utilities shall be coordinated during the design by CONSULTANT. Each subsurface utility shown on the drawings shall include the Quality Level to which it was investigated as required by Cl/ASCE 38-02. Pothole locations shall be shown on drawings with survey information. K. Relocation of Existing Utilities 1. Project work that requires other agencies to relocate existing utilities shall be coordinated during design by CONSULTANT. 2.3.5 FIRE PROTECTION SERVICES (NOT USED) 2.3.6 PUBLIC RELATIOINS The CONSULTANT shall secure the services of a Public Outreach Subconsultant to support OC San led public outreach activities requited during preliminary and design phases. The subconsultant's services are currently anticipated to be required during construction phase. 2.3.7 SPECIALTY SERVICE 9-28-2022 1-24 — Design SOW Page 22 of 45 A. Condition Assessment 1. Condition Assessment of facilities that are proposed to the transferred to the City of Santa Ana a. Review existing CCTV of pipeline and manholes. b. Determine repairs needed on subject pipes and manholes. c. Include rehabilitation recommendations in DM1. B. Alignment Study for addressing 12 Direct Connections 1. Consultant shall perform the alignment study and make recommendations to remove 12 direct connections from Greenville Trunk and connect to new or existing City sewer. C. Right of Way and Real Estate 1. Addendum No. 1 CONSULTANT shall secure the services of a qualified Right of Way and Real Estate firm to prepare all required exhibits and legal descriptions, agendas, and meeting minutes needed for this work. The Right of Way and Real Estate firm shall determine value of revenue lost to the City for permit parking. 2.3.8 VALUE ENGINEERING ASSISTANCE (NOT USED) 2.3.9 ENVIRONMENTAL DOCUMENTATION A. CONSULTANT services related to Environmental Documentation may span across Phase 2 — Preliminary Design and Phase 3 - Design. When such services are required, they shall be based on the requirements of Section III — Project Schedule and based on the following requirements. The CONSULTANT shall allocate the budgeted hours between the Environmental Documentation services in Phase 2 and Phase 3 based on when these services will be required. B. Review of Existing CEQA Documentation 1. OC SAN has adopted the CEQA documentation in the course of various programs and projects. These CEQA documents may cover or impact the proposed work on this project. a. CEQA Programmatic Environmental Impact Report for 2017 Facilities Master Plan 2. CONSULTANT shall identify features of the proposed Project Work as described in the Preliminary Design Report that would require revisions to these CEQA documents. CONSULTANT shall also recommend what further studies or CEQA work would be warranted by the changes. C. Prepare Initial Study (IS) and Appropriate CEQA Compliance Document 1. Assume that the IS will conclude that an MND will be the appropriate CEQA compliance document. 2. Task Initiation and Initial Study Development - Review project details provided by OC SAN and determine if additional information is needed to support the CEQA analysis. CONSULTANT shall prepare a schedule for the CEQA work and submit data request if additional information is needed. CONSULTANT shall prepare an IS pursuant to CEQA Guidelines, Section 15063, to evaluate potential impacts of the proposed projects. The IS shall include a project description that will describe the proposed project and objectives. CONSULTANT shall complete the CEQA checklist and provide a brief discussion for each resource area identified in the Checklist to adequately explain impact significance conclusions. 3. Assembly Bill-52 Tribal Consultation - Prepare one draft and one final Assembly Bill (AB-52) consultation letter, to be submitted to Sanitation District for distribution to the Native 9-28-2022 1-24 — Design SOW Page 23 of 45 American Tribes who have requested consultation under AB 52. Sanitation District will finalize the letter and send it to the Tribes and manage the resultant consultation. CONSULTANT and/or their subconsultant(s) will support Sanitation District during consultation process. Sanitation District will provide the tribal consultation information to the CONSULTANT who will include a summary of the conducted Native American consultation in the MND document. a. Assume one 1-hour meeting to participate with OC SAN in one tribal consultation conference call. D. Initiate MND Document Development —CONSULTANT and/or their subconsultant(s) will draft the MND document based on the IS and utilize the 2020 Program EIR as applicable. The MND document will include: 1. Project Description 2. Project Location 3. Identification of project proponent 4. Proposed finding of no significant effect 5. Mitigation measures included in the project description to avoid significant effects E. Preparation of Notice of Intent to Adopt a MND - CONSULTANT will prepare a Notice of Intent to Adopt a MND, post notices in local newspapers and the County Clerk, and conduct electronic and or mailings as required to the State Clearinghouse, responsible and trustee agencies, owners, and occupants of contiguous property (500-foot radius), and persons requesting notice. All documents must be reviewed and approved by Sanitation District before posting or distribution. CONSULTANT will also assist Sanitation District in coordinating one public hearing. 2. CONSULTANT will prepare presentation materials, agenda and conduct a presentation. 3. CONSULTANT will require Sanitation District approval for the proposed presenter. 4. CONSULTANT will provide draft presentation to Sanitation District three weeks prior to public meeting. 5. CONSULTANT will document all comments received during the public meeting. 6. CONSULTANT will provide Sanitation District with the following: a. One electronic public review ready Draft MND submitted to Sanitation District for distribution approval. b. Production of up to 5 paper copies and up to 15 CDs and distribution of the material to stakeholders and residents surrounding project site if requested. F. Evaluate Comments and Prepare Responses — CONSULTANT will review the verbal comments received at the public meeting as well as all written comments received from regulatory/responsible agencies and members of the public. Those comments raising significant questions regarding the accuracy and/or adequacy of the document will be identified, and responses will be prepared. Comments raising concerns outside the purview of CEQA will also be identified and rationales presented for findings. CONSULTANT will deliver the product of this activity to Sanitation District for review and comments. CONSULTANT will make all necessary revisions to the Draft MND. CONSULTANT and/or their subconsultant(s) must provide OC SAN with one electronic draft version of responses to comments. G. Prepare Final MND — CONSULTANT will provide a detailed review and evaluation of all the comments received during the public review period. CONSULTANT will prepare responses to comments. The Consultant will prepare the Final MND for review. After OC SAN has reviewed 9-28-2022 1-24 — Design SOW Page 24 of 45 the Final MND document, CONSULTANT will incorporate the necessary revisions into the document and will mail a copy to each entity that commented. OC SAN must approve all documents prior to posting or distribution. CONSULTANT will provide Sanitation District with one electronic draft version of Final MND, and two electronic copies and three paper copies of the Final MND. 1. Assume one conference call meeting with OC SAN to discuss responses to public comments and the draft Final MND. H. Preparation of Mitigation Monitoring and Reporting Program and Notice of Determination — In compliance with Public Resources Code Section 21081.6, CONSULTANT will prepare a draft Mitigation Monitoring and Reporting Program (MMRP) for review by Sanitation District. The MMRP describes the required mitigation necessary to avoid or reduce significant impacts, the responsible parties, tasks, and schedule necessary for monitoring mitigation compliance. The MMRP will be used for incorporation into the adoption of document. CONSULTANT will prepare a draft Notice of Determination (NOD) and submit to Sanitation District for review. CONSULTANT will incorporate Sanitation District comments and file the Final NOD with the State Clearinghouse and the County. OC SAN will pay California Department of Fish and Wildlife filing fee that is required to be submitted to the Orange County Clerk -Recorder when a NOD is filed for an MND. 1. CONSULTANT to review the PEIR/MMRP to determine applicable sections that can be used in the development of the MMRP for the MND. 2. CONSULTANT will provide Sanitation District with one draft version of MMRP and one Final MMRP. 3. Assume one 4-hour meeting with OC SAN staff and management to present and discuss the program. I. The CONSULTANT shall develop a checklist of all applicable construction -phase and post - construction phase monitoring and reporting requirements. J. See Exhibit 13 - Sample MMRP Log K. CONSULTANT shall also provide OC SAN a list of special equipment, specialty inspector qualifications, or sampling or testing firms that may be needed by OC SAN for enforcement of the MMRPL during construction. This information shall be included in narrative form attached to the MMRPL. 2.3.10 PERMITTING ASSISTANCE A. CONSULTANT services related to Permitting Assistance may span across Phase 2 — Preliminary Design and Phase 3 - Design. When such services are required, they will be based on the requirements of Section III — Project Schedule and the schedule constraints associated with each particular permit. The CONSULTANT shall allocate the budgeted hours between the Environmental Documentation services in Phase 2 and Phase 3 based on when these services will be required. B. For all applicable Project Elements of this Scope of Work, CONSULTANT shall provide Bid Documents that ensure that the facility features and the facility performance, and construction procedures comply with all conditions of existing permits and permits required to construct this project. Construction drawings, specifications and supplemental drawings shall be prepared, as necessary, in the format required to obtain all permits. C. CONSULTANT shall assist OC SAN in obtaining permits. This assistance shall include completing application forms provided by OC SAN, preparing supporting documentation for the permit applications as required by the issuing agency, furnishing the required number of copies of all construction drawings and exhibits, and attending meetings with permitting agencies at the request of OC SAN. 9-28-2022 1-24 — Design SOW Page 25 of 45 D. With the exception of construction contractor -furnished permits, OC SAN staff will execute all applications. All permit fees will be paid directly by the OC SAN and will not be part of CONSULTANT's fee. E. CONSULTANT shall submit all supporting documentation in a timely fashion for all permits required for this project as described below. F. CONSULTANT shall meet with all agencies during Preliminary Design to present conceptual traffic control and design drawings and receive input prior to submitting for permits. G. City/County Encroachment Permits 1. City of Santa Ana 2. Orange County Flood Control District 3. The CONSULTANT shall assume ten meetings at two hours each. H. Design Phase Stormwater Pollution Prevention Plan (SWPPP) I. Stormwater Permitting 1. CONSULTANT shall determine the required stormwater permit. 2. If a SWPPP is required, CONSULTANT shall determine and specify the preliminary Risk Level and Project Type using the California State Water Resources Control Board's Storm Water Multiple Application and Report Tracking System (SMARTS) based on the R-Factor obtained from US EPA's online Rainfall Erosivity Factor Calculator for Small Construction Sites. 3. CONSULTANT shall prepare the specification for stormwater using OC SAN's respective master specification as a starting point. If a SWPPP is required, CONSULTANT shall not begin work on editing the specification until OC SAN has approved the Consultant's preliminary Risk Level and Project Type. 4. If a SWPPP is required, it is OC SAN's intent to design linear underground/overhead projects (LUP) to LUP Type 2 requirements, whenever possible, which is often the most economical approach. CONSULTANT shall coordinate with the OC SAN Project Manager and OC SAN Environmental Compliance Division and edit Stormwater Pollution Prevention Plan specifications accordingly. J. Railroad Permits 1. Crossing Permit 2. Encroachment Permit (if required) 3. Right of Entry/Temporary Use of Railroad Property (if required) 4. Assume five meetings at two hours each K. Other Permits and Required Notifications 1. Orange County Health Care Agency (monitoring wells) 2. Cal OSHA Mining and Tunneling (jack and bore) 3. HOAs 2.3.11 PROJECT MANAGEMENT A. CONSULTANT shall be responsible for managing CONSULTANT's project execution, schedule, budget, subconsultants, and coordination with other projects. The CONSULTANT shall perform the project management requirements in accordance with Exhibit 3 - Project Management Requirements with the project specific options identified below. B. Project Management Plan (PMP): 9-28-2022 1-24 — Design SOW Page 26 of 45 ❑Not required ❑x Required OPMP approval prior to beginning technical work on the project. C. Project Logs ❑x Major Decision Log ❑x Project Decision Log ❑x Action Item Log ❑x Decision Issues Log ❑x Meeting Log ❑x Risk Management Log D. Progress Report, Status of Cost Model ❑Not required ❑x Required E. Project Invoices 1. Costs for invoicing shall be grouped into the following work packages: Work Package Description Tasks 3146 Preliminary Design All Phase 2 tasks, except those listed below. 3158 Environmental Documentation Task 2.3.9 3250 CONSULTANT Services During Design Tasks 3.1, 3.2 and 3.3 3251 Design Submittal 1 Tasks 3.0 and 3.1, divided into effort by design submittal. FDS is charged against DS3. 3252 Design Submittal 2 3253 Design Submittal 3 3254 Bid Support Services Task 3.4 2.3.12 RISK MANAGEMENT A. When required below, CONSULTANT shall provide risk management in accordance with Exhibit 4 - Risk Management Requirements with the project specific options identified below. B. Risk Management: ❑Not required ❑x Required ❑x Initial Risk Workshop ❑x PDR Risk Management Workshop: four hours (held three weeks prior to draft PDR) and will be held virtually. C. Moderator 1. CONSULTANT shall provide a suitably qualified moderator to conduct the Workshops defined in Exhibit 4 - Risk Management Requirements. The moderator shall have the following attributes: 9-28-2022 1-24 — Design SOW Page 27 of 45 a. Sufficiently technically knowledgeable to understand the nature of the risks involved, but the moderator need not be a subject matter expert. b. Not extensively involved in the project to date, so that the moderator has no personal stake in the issues. CONSULTANT's Project Manager and Project Engineers for this project are not considered suitable. (1) Employed by CONSULTANT, a Subconsultant, or a specific individual. 2. The Preliminary Design Risk Management Workshop shall be planned and scheduled for a duration of four hours and will be held at OC SAN offices. 2.3.13 QUALITY CONTROL A. The CONSULTANT shall provide quality control requirements in accordance with Exhibit 6 - Quality Control Requirements. 2.4 PDR WORKSHOPS AND MEETINGS 2.4.1 GENERAL A. Workshop and meeting planning, requirements, agendas, and meeting minutes shall be in accordance with Exhibit 5 - Workshop and Meeting Requirements. 2.4.2 MANDATORY CONSULTANT TRAINING A. One -hour BlueBeam training is required for consultants. The topics will focus on the information included in Exhibit 1 - Bluebeam Designer Training for Submission and Exhibit 2 - Bluebeam Designer User Training. B. Two-hour CAD training is required to provide the consultant guidance on CAD document development. C. Two-hour PM Web training is required during the preliminary design phase. 2.4.3 PDR PRODUCTION WORKSHOPS A. Predesign Kickoff Workshop 1. A four-hour project kick-off meeting shall be held with OC SAN staff to introduce principal members of OC SAN and CONSULTANT's teams. The discussion topics shall include OC SAN responsibilities, CONSULTANT's responsibilities, invoice procedures, personnel badges, parking, site access, CONSULTANT's Scope of Work, detailed project schedule with milestones, Work Breakdown Structure requirements, and OC SAN confined space and other safety policy training. B. Design Memo Workshops 1. Design Memo Presentations — One two-hour meeting per draft design memo submitted. 2. Design Memo Validation - one one -hour meeting per draft design memo submitted. C. PDR Production Workshops shall be held during Preliminary Design to review project progress during PDR Production. The subjects to be covered in each workshop are discussed below. Each workshop shall be four hours in length. PDR Production Workshops shall be held during Preliminary Design to review the topics listed below. The list below also indicates the number of workshops to be held to cover the specific topic. Unless otherwise noted, each workshop shall be four hours in length. *Assume a two-hour site visit accompanied by a four-hour workshop. 9-28-2022 1-24 — Design SOW Page 28 of 45 PDR PRODUCTION WORKSHOPS TOPIC NUMBER OF WORKSHOPS Predesign Kickoff Workshop 1 PDR Production Workshops Alignment Alternatives 2* Hydraulic Analysis 1 Design Parameters 1 Utility Investigations and Geotechnical 1 Public Impacts 2* Implementation Plan and Sequencing Constraints 2* 2.4.4 PDR REVIEW WORKSHOPS A. CONSULTANT shall hold the following workshops to review the draft Preliminary Design Report as required in Exhibit 5 - Workshop and Meeting Requirements: 1. Draft PDR Presentation Workshop (assume one four-hour meeting). CONSULTANT shall review responses to OC SAN comments. 2. Draft PDR Review Workshop (assume four hours) 3. PDR Validation Workshop (assume one four-hour meeting) 2.4.5 PDR CONSTRUCTABILITY WORKSHOP A. A constructability workshop shall be held after the draft PDR submittal review to identify any fatal flaws in the design relative to constructability. Some of the subjects that shall be covered in this workshop include the following: conflicts between design disciplines, geotechnical considerations, construction sequencing, power outages, equipment shutdowns, viability of equipment relocation, safety, operational requirements, access for maintenance, size -critical equipment requirements and constraints, permitting, public nuisance issues, other local conditions, and constraints. B. This workshop shall be held at OC SAN facilities and shall generally be four hours in length. OC SAN and CONSULTANT staff shall attend this workshop. C. CONSULTANT shall be responsible for completing the following tasks relative to the workshop: 1. Prepare package for constructability review workshop participants. The package shall consist of detailed plans and specifications and other information selected by CONSULTANT. 2. Prepare presentation on the project. 3. Summarize the constructability review workshop comments and action taken on each comment in a memorandum. 4. All comments and recommendations of the workshop shall be incorporated into Implementation Plan Design Memo and the Bid Documents. 2.4.6 TECHNICAL PROGRESS MEETINGS A. Technical Progress Meetings shall be held every four weeks to review various issues with OC SAN's project team. A total of fourteen virtual meetings meeting shall be held during Preliminary Design Phase. The CONSULTANT shall coordinate with the OC SAN Project 9-28-2022 1-24 — Design SOW Page 29 of 45 Manager to determine what topics will be covered in what meetings, and what OC SAN and CONSULTANT team members are required for each. 2.4.7 FOCUSED MEETINGS A. Focused meetings shall be held throughout preliminary design to discuss specific issues in detail and generate comments and direction from OC SAN staff. The following tentative list of topics may be covered in these meetings: 1. Site survey 2. Site meetings (traffic, site walk, public outreach, cleaning, etc.). 3. Site utility coordination 4. Geotechnical report 5. Quality control plan 6. OC SAN Safety Standards, confined space, and other safety requirements 7. City requirements 8. Survey and geotechnical requirements 9. Potholing 10. Utilities and utility tie-ins 11. Public Outreach 12. CEQA 13. Bypass Pumping (several meetings as necessary) 14. Construction sequencing 15. Safety 16. Special activities (flow monitoring, condition assessment, and direct connections) 17. Coordination with other projects B. Meeting lengths shall be as required to cover the topic in question. Depending on subject matter and attendees, one meeting may cover multiple subjects. CONSULTANT shall determine how many meetings will be needed to cover these topics. CONSULTANT may suggest additional topics as necessary. Supplementary meetings may be scheduled with OC SAN staff, as necessary to allow coordination between CONSULTANT and OC SAN staff. C. Assume twelve two-hour focused meetings and five in -person four-hour meetings (site visits) during preliminary design. 2.4.8 COORDINATION WITH OTHER PROJECTS MEETINGS A. The project shall be a complete and fully functional facility that is integrated with existing facilities and coordinated with other construction projects. CONSULTANT shall coordinate potential conflicts with the following adjacent projects and participate in the number of meetings indicated in the following table: PROJECT COORDINATION MEETINGS PROJECT PROJECT DESCRIPTION COORDINATION MEETINGS 1-23 Santa Ana Trunk Rehabilitation 1 meeting @ 2 hours City's projects Ongoing city's projects 3 meetings @ 2 hours each 9-28-2022 1-24 — Design SOW Page 30 of 45 STORMWATER COMPLIANCE MEETING B. A formal one -hour meeting shall be held with OC SAN's stormwater compliance staff to review the project scope and identify all issues during and after construction affecting compliance with stormwater regulatory requirements and OC SAN's policies and practices. 3. PHASE 3 -DESIGN 3.0 BID DOCUMENTS 3.0.1 GENERAL A. CONSULTANT shall provide engineering services to prepare biddable plans, technical specifications, and other Bid Documents as required based on the design concepts and criteria developed during Phase 2 - Preliminary Design. In this Scope of Work, construction documents include specifications; drawings; paving and striping plans, traffic control plans, and bypassing plans. 3.0.2 ENGINEERING DESIGN GUIDELINE UPDATES A. All changes in OC SAN's Engineering Standards, OC SAN's Design Guidelines, and/or changes in design concepts and facility layouts as a result of OC SAN comments that may occur up to transmittal of OC SAN comments on Design Submittal 2, shall be incorporated into the Design by CONSULTANT with no increase in CONSULTANT's Not -to -Exceed upper limit on fees. 3.0.3 GENERAL REQUIREMENTS AND ADDITIONAL GENERAL REQUIREMENTS A. The following are the minimum Additional GRs topics required for this project: ❑x Summary of Work ❑x Work Sequence ❑x Work Restrictions for Collections ❑x Permits ❑x Environmental Restrictions and Controls ❑x Measurement and Payment (includes Mobilization/Demobilization) X❑Contractors Construction Schedule and Reports MTraffic Control OContractor and Engineer's Field Offices ❑Seismic Design Criteria (for those restraints, supports, etc. to be design by the Contractor) OShipping, Storage and Handling OProject Control Management System (PMWeb construction management software) ❑Equipment Service Manuals ❑Equipment and Instrument Database (EID) ❑Commissioning ❑Training of OC SAN Personnel ❑Hazardous Materials Mitigation and Controls ❑Mold Remediation and Controls 3.0.4 DESIGN SUBMITTALS A. The CONSULTANT shall produce the following design submittals as indicated below in accordance with Exhibit 2 - Design Requirements. If a design submittal is eliminated, then the design submittal shall include the requirements associated with the required design submittal along with the requirements associated with the previous unchecked design submittals. ®Design Submittal 1 9-28-2022 1-24 — Design SOW Page 31 of 45 ❑x Design Submittal 2 ODesign Submittal 3 OFinal Design Submittal OFinal Technical Plans and Specifications B. Continuing Work After Design Submittal Submission ❑CONSULTANT is expected to continue design work on the project while OC SAN staff reviews Design Submittal 1 and Design Submittal 2. For Design Submittal 3, CONSULTANT shall stop all design work until receipt of OC SAN comments on that submittal. OCONSULTANT is expected to stop design work on the project until OC SAN staff completes the review of each Design Submittal. 3.0.5 CONSTRUCTION SUBMITTAL ITEMS LIST ❑OC SAN will develop the Construction Submittal Items List in accordance with Exhibit 2 - Design Requirements. ❑x CONSULTANT shall develop the Construction Submittal Items List in accordance with Exhibit 2 - Design Requirements. 3.0.6 TEMPORARY FACILITIES DURING CONTRUCTION ❑Temporary facilities and bypass pumping are not required. ❑Temporary facilities and bypassing during construction are required, as described under the "Temporary Facilities During Construction" paragraph under the Project Elements and shall be described in words on the drawings and technical specifications. ❑x Detailed plans and work sequence for temporary facilities and bypassing during construction, as described under the "Temporary Facilities During Construction" paragraph under the Project Elements. 3.1 DESIGN SUPPORT DOCUMENTATION 3.1.1 DESIGN SUBMITTAL SUPPORT DOCUMENTATION A. The CONSULTANT shall provide a Design Submittal Support Documentation in accordance Exhibit 2 - Design Requirements. B. Design Information 1. CONSULTANT shall include the following material with each Design Submittal: a. CONSULTANT shall maintain the Project Logs specified under Phase 2 Project Management through Phase 3. Current copies of all logs shall be included with each Design Submittal. b. Written response log to OC SAN comments on the previous submittal. c. CEQA and Regulatory Compliance Matrix. This matrix shall list each applicable CEQA mitigation requirement and all known permit requirements with the corresponding description of how each requirement is to be satisfied. Measures to satisfy requirements might be in the GRs, Additional GRs, particular specification requirements, or actions taken separately from the construction contract. d. Calculations e. Draft or final Geotechnical Reports not submitted in the previous submittal and those revised since the previous submittal. f. Proposed list of suppliers to be named in the specifications for major equipment g. Draft or final Field Findings Reports not submitted in the previous submittal and those revised since the previous submittal. 9-28-2022 1-24 — Design SOW Page 32 of 45 h. Equipment catalog cuts and vendor quotations. i. All memos that may have been prepared since the previous submittal was delivered. C. Facility Operation and Maintenance NNot required. ❑Update operating philosophies ❑Update estimates of Operation and Maintenance staffing requirements D. Electrical Deign Documentation NElectrical design documentation not required. ❑Updated Electrical Load Criticality Table ❑Electrical Analysis Report ❑Load list for all equipment ❑Equipment sizing from three manufacturers for motor control centers, switchgear, transformers, and power panels ❑Lighting calculations ❑Standby generator sizing calculations ❑Duct bank cable pulling tension, derating, and cable tray fill calculations E. Power System Studies DETAP not required. El Plant ETAP model for the project performed by OC SAN. ❑Plant ETAP model for the project performed by CONSULTANT. ❑Electrical Systems Analysis Report performed by CONSULTANT. 3.1.2 CONSTRUCTION COST ESTIMATE A. The CONSULTANT shall provide a cost estimate for the associated design submittal indicated below in accordance with Exhibit 2 - Design Requirements. NDesign Submittal 1 NDesign Submittal 2 NDesign Submittal 3 NFinal Design Submittal 3.1.3 CONSTRUCTION SCHEDULE A. The CONSULTANT shall provide a Preliminary Construction Schedule for the associated design submittal indicated below in accordance with Exhibit 2 - Design Requirements. El Construction Schedule is not Required ODesign Submittal 1 NDesign Submittal 2 NDesign Submittal 3 NFinal Design Submittal 3.1.4 PROCUREMENT ALTERNATIVES A. The CONSULTANT shall recommend the appropriate procurement alternatives as described in Exhibit 2 - Design Requirements. OProcurement alternatives not required ❑Procurement alternatives required 9-28-2022 1-24 — Design SOW Page 33 of 45 3.2 DESIGN ACTIVITIES The following services shall be provided by the CONSULTANT or an appropriately qualified subconsultant. In any case, the CONSULTANT shall be responsible for managing all subconsultants, including reviewing their work products prior to submission to OC SAN. 3.2.1 EASEMENTS, PROPERTY BOUNDARIES AND WORK AREA LIMITS A. CONSULTANT services related to Easements, Property Boundaries and Work Area Limits on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.2 TOPOGRAPHIC SURVEY A. CONSULTANT services related to Topographic Survey on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.3 GEOTECHNICAL BASELINE REPORT 1. CONSULTANT shall prepare a Geotechnical Baseline Report (GBR). The GBR shall be prepared by the prime CONSULTANT, rather than by the Geotechnical Subconsultant that prepared the Geotechnical Data Report. 2. The Geotechnical Baseline Report (GBR) shall conform to the most recent issue of the American Society of Civil Engineers (ASCE) "Geotechnical Baseline Reports of Underground Construction: Guidelines and Practices". 3. The GBR shall be site specific and shall include a narrative of all known soil conditions and subsurface expected constraints. The GBR shall establish quantitative thresholds and shall make specific recommendations to the Contractor regarding actions to be taken by the Contractor during construction, such as dewatering, removal of boulders by size, all other excavation and backfill stages, etc. Thresholds expressed as ranges of values will not be acceptable to OC SAN (i.e., 100-200 gpm, or 5-10 CY). All thresholds shall be expressed in the form of one number (i.e., 150 gpm, or 7 CY). 4. The GBR will be used during construction to enforce the Differing Site Condition clause included in the construction Contract Agreement. 5. The draft GBR shall be submitted to OC SAN staff for review and comments along with the DS2 submittal package. The final GBR incorporating OC SAN comments shall be submitted with the DS3 submittal package. 3.2.4 UTILITY INVESTIGATION A. CONSULTANT services related to Utility Investigation on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. B. Final Design Submittal Utility Coordination Reviews 1. During DS3 submittal review, the CONSULTANT shall meet with outside agencies to verify any changes made by agency during final design period and compare them with the Contract Drawings. CONSULTANT shall follow through with due diligence on utilities that do not participate in the USA program, unknown owner of a facility and/or abandoned utilities. 2. During DS3 submittal review, an on -site inspection shall be made in the project area. During the on -site inspection, a senior -level CONSULTANT representative shall walk the site accompanied by OC SAN's Project Engineer and Supervising Inspector. The CONSULTANT's representative shall be experienced in the location and identification of 9-28-2022 1-24 — Design SOW Page 34 of 45 utilities in the field. During the on -site inspection the CONSULTANT shall document all visible features that indicate utilities within the project area and compare them with the Contract Drawings. 3.2.5 NOISE/ODOR SERVICES A. CONSULTANT shall secure the services of a Subconsultant to review and provide comments to the final design specifications to mitigate noise. 3.2.6 TRAFFIC CONTROL SERVICES A. CONSULTANT shall determine traffic control requirements and prepare plans and specifications for all construction activities performed within or adjacent to the public ROW. The traffic control plans shall be approved by the AHJ by FDS. Additionally, the Traffic Control designer shall attend City and OC SAN Submittal review meetings, workshops, validation meetings and focus meetings, as needed. 3.2.7 SPECIALTY SERVICE A. CONSULTANT services related to Alignment Study for 12 direct connections on the project are specified in Phase 2 — Preliminary Design and those services shall support Phase 3 — Design as required. CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.8 ENVIRONMENTAL DOCUMENTATION A. CONSULTANT services related to Environmental Documentation on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 - Design. The CONSULTANT shall allocate the budgeted hours between the Environmental Documentation services in Phase 2 and Phase 3 based on when these services will be required. 3.2.9 PERMITTING ASSISTANCE A. CONSULTANT services related to Permitting Assistance on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 - Design. CONSULTANT shall allocate the budgeted hours between the Permitting Assistance services in Phase 2 and Phase 3 based on when these services will be required. 3.2.10 PROJECT MANAGEMENT A. CONSULTANT shall be responsible for managing CONSULTANT's project execution, schedule, budget, subconsultants, and coordination with other projects. CONSULTANT services related to Project Management on the project are specified in Phase 2 — Preliminary Design and those services shall continue during Phase 3 — Design as required. CONSULTANT shall allocate the budgeted hours between Phase 2 and Phase 3 based on when these services will be required. 3.2.11 RISK MANAGEMENT A. CONSULTANT shall provide risk management in accordance with Exhibit 4 - Risk Management Requirements. Moderator shall be as specified for Phase 2 — Preliminary Design. B. Risk Management: ❑Not required ❑x Required ❑x DS1 Risk Workshops: 4 hours (held during OC SAN's review of DS1 at OC SAN) ❑x DS2 Risk Workshops: 4 hours (held during OC SAN's review of DS2 at OC SAN) ❑x DS3 Risk Workshop: 4 hours (held during OC SAN's review of DS3 at OC SAN) 3.2.12 QUALITY CONTROL A. The CONSULTANT shall provide Quality Control requirements in accordance with Exhibit 6 - Quality Control Requirements. 9-28-2022 1-24 — Design SOW Page 35 of 45 ❑x Independent Multi -Discipline Design Workshop is not required. El Independent Multi -Discipline Design Workshop is required. (minimum duration of [4] days) 3.3 DESIGN WORKSHOPS AND MEETINGS 3.3.1 GENERAL A. Workshop and meeting planning, requirements, agendas, and meeting minutes shall be in accordance with Exhibit 5 - Workshop and Meeting Requirements. 3.3.2 DESIGN PHASE WORKSHOPS A. The focus of workshops is to review project progress to date and the technical decisions that have been made in focused meetings. CONSULTANT shall conduct the workshops listed below in Phase 3 — Design. The CONSULTANT shall allow the following time for each workshop: DESIGN PHASE WORKSHOPS WORKSHOP TYPE DURATION Design Kickoff Workshop 2 hours Design Review Meetings 4 hours per discipline Design Validation Meeting 8 hours B. The Design Review Meetings shall include the following topics, as applicable to the project: 1. Civil 2. Construction 3. Public Impact 4. Traffic Control C. A single workshop shall be provided for the Design Review Meetings. D. During final design, design review and validation workshops shall be held after each design submittal, except FDS. 3.3.3 PRE-DS3 CONSTRUCTABILITY WORKSHOP A. A constructability workshop shall be held prior to the DS3 submittal and shall be a three-day workshop. The constructability review is intended to provide OC SAN with an objective third - party review of the Bid Documents for effectiveness in communicating information to prospective bidders. The review shall determine if the Bid Documents have sufficient information needed to bid and construct the project and avoid misunderstandings and misinterpretations that may lead to conflict, confusion or claims during construction. This review is not a comprehensive plan check, a dimensional check, or a value engineering assignment. Further, it is recognized that comments may only be given on the level of detail provided at this level of design. B. Constructability review participants shall include highly experienced individuals from construction companies, OC SAN construction management staff and CONSULTANT construction management staff. Specialty Consultants and discipline engineers may also be included. C. Each constructability review participant shall receive a package at least two weeks in advance. The package shall include plans and specifications, general conditions, the CPM schedule, the construction cost estimate, permits, and other pertinent information. D. The constructability review shall be held on -site. E. Day 1 shall start with a site visit, for the reviewers to acquaint themselves with the site conditions. After the site visit, the CONSULTANT shall make a short presentation, followed by a question -and -answer period. This is anticipated to take about 1/2 day. The second half of Day 1, Day 2, and the first half of day three shall be individual workdays for the Constructability Review Team. The CONSULTANT shall not attend, although one designated individual from the 9-28-2022 1-24 — Design SOW Page 36 of 45 CONSULTANT's Design Team shall remain to answers questions and gather additional information that the constructability review team might need. F. On the afternoon of Day 3, the CONSULTANT shall return and listen to comments from the Constructability Review Team. A designated individual shall record the comments, and take notes from the workshop, to document the process. G. Topics the Constructability Review Team must consider shall include: 1. Project consistency, discrepancies, and constructability issues 2. Contradictions, bid package strategies, and biddability issues 3. Size critical equipment requirements and constraints 4. Utility company requirements 5. Construction methods and mitigating impacts 6. Access for maintenance 7. Access to make proper connections 8. User -friendliness and safety 9. Coordination with other projects 10. Public nuisance issues 11. Risk sharing 12. Construction sequencing and schedule, materials storage, and work zone accessibility 13. Clarity of the scope of work, and interface activities 14. Impacts on existing operation 15. Access 16. Cost control 17. Partnering with contractor 18. Other local conditions and constraints H. The Constructability Review Team shall provide a list of comments and the CONSULTANT shall respond to each comment, selecting those comments to be included in the final plans and specifications. I. To facilitate the Constructability Review Workshop, CONSULTANT shall complete the following tasks: 1. Prepare package for constructability review participants. 2. Prepare presentation on the project for the Constructability Review Team. 3. Meet with Constructability Review Team to receive comments. 4. Provide listing of constructability review comments and action taken on each comment. (The summary report of constructability review comments shall be prepared by the Constructability Review Team.) J. All comments and recommendations of the workshop shall be incorporated into the Bid Documents at no additional cost to OC SAN. 3.3.4 DESIGN PHASE MEETINGS A. Technical Progress Meetings 9-28-2022 1-24 — Design SOW Page 37 of 45 1. Technical Progress Meetings shall be held every four weeks for 2 hours to review various issues with OC SAN's project team. A total of thirty meetings for 2 hours shall be held during Final Design Phase. The CONSULTANT shall coordinate with the OC SAN Project Manager to determine what topics will be covered in what meetings, and what OC SAN and CONSULTANT team members are required for each. B. Focused Meetings 1. Focused meetings shall be held throughout preliminary design to discuss specific issues in detail and generate comments and direction from OC SAN staff. The following tentative list of topics may be covered in these meetings: a. Site survey b. Site meetings (traffic, site walk, public outreach, cleaning, etc.). c. Site utility coordination d. Geotechnical report e. Quality control plan f. Permits g. Bypassing (several meetings as necessary) h. Confined space and other safety requirements i. Hydraulics and Hydraulic Modeling j. Landscaping plan k. Survey and geotechnical requirements I. Potholing m. Utilities and utility tie-ins n. Construction sequencing o. Special studies (including noise and flow monitoring) p. Coordination with other projects q. Additional meetings as necessary 2. Each meeting shall generally be two to four hours in length. CONSULTANT may suggest additional topics and meetings as necessary. Supplementary meetings may be scheduled with OC SAN staff, as necessary to allow coordination between the CONSULTANT and OC SAN staff. 3. Assume twelve two hour focused meetings and seven four-hour site meetings during Final Design. 3.3.5 CONSULTANT OFFICE TECHNICAL MEETINGS (COTMS) A. OC SAN has found it mutually beneficial to visit the CONSULTANT offices from time to time to observe the detailed design in process, answer detailed technical questions, and establish lines of communications with CONSULTANT staff. During the Design Phase, CONSULTANT shall arrange for OC SAN staff to meet in CONSULTANT's work center and audit "over the shoulder" design reviews with CONSULTANT's staff. The reviews will be monitored by a member of CONSULTANT's Management Team. Signification decisions will be reported to Consultants Project Manager and OC SAN's Project Manager and logged into the Decision Log. Action items will be identified. B. The CONSULTANT shall schedule, at a minimum, the following CONSULTANT Office Technical Meetings (COTMs): 9-28-2022 1-24 — Design SOW Page 38 of 45 1. Two four-hour visits to review the CONSULTANT Implementation of QA, including CAD standards. 2. One four-hour visit to review the CONSULTANT and Utility Research Subconsultant utility base -map development and QA procedures. 3. One two-hour follow up visit for the above. C. The CONSULTANT shall schedule each of the above COTMs and shall coordinate with OC SAN's Project Manager to be sure the correct personnel participate in the meetings. The CONSULTANT may propose additional, eliminate, or combine COTMs as needed to support the detailed design. D. OC SAN may also request additional "over the shoulder" design review meetings to audit the design in other areas not listed above. 3.3.6 COORDINATION WITH OTHER PROJECTS MEETINGS A. The project shall be a complete and fully functional facility that is integrated with existing facilities and coordinated with other construction projects. CONSULTANT shall coordinate potential conflicts with the following adjacent projects and participate in the number of meetings indicated in the following table: PROJECT COORDINATION MEETINGS PROJECT PROJECT DESCRIPTION COORDINATION MEETINGS 1-23 Santa Ana Trunk Sewer Rehab 2 meetings @ 1 hour City's projects Ongoing and planned projects 2 meetings @ 2 hours SAFETY AND RISK MEETING B. One 2-hour meeting with OC SAN Safety and Risk Management personnel between DS2 and DS3 to review the plans and specifications in accordance with OC SAN safety policies and OC SAN Risk Management goals. 3.3.7 CONSTRUCTION SUBMITTAL ITEMS LIST MEETING A. Two two-hour meetings with OC SAN between DS2 and DS3 to review the CONSULTANT's approach to developing the project Construction Submittal Items List using the CONSULTANT - provided specifications and discuss the grouping of submittals. One two-hour meeting with OC SAN between DS3 and FDS to review the Construction Submittal Items List. 3.3.8 STORMWATER COMPLIANCE MEETING A. A formal meeting two-hour meeting shall be held with OC SAN's stormwater compliance staff to review the project scope and identify all issues during and after construction affecting compliance with stormwater regulatory requirements and OC SAN's policies and practices. 3.4 BID PHASE SUPPORT SERVICES 3.4.1 BID PHASE SUPPORT SERVICES A. CONSULTANT shall provide the following bid period services: 1. Participate in the pre -bid meeting. 2. Prepare project drawing set and project specification addenda to provide clarification and resolve errors and omissions identified prior to bid opening. 3.4.2 BID EVALUATION ASSISTANCE 9-28-2022 1-24 — Design SOW Page 39 of 45 A. Participate in the evaluation of the submitted bids, furnish consultation and advice to OC SAN staff, and assist with all the related equipment, cost, and other analyses as required to finalize the award decision. 3.4.3 CONFORMED DOCUMENT PREPARATION A. Within four weeks of the bid date, prepare conformed documents set (drawings, databases, specifications, and other required materials) that incorporates the addenda. See Engineering Design Guidelines, Chapter 01, Design Guidelines — General Requirements, Section 01.4 "Preparation of Project Deliverables" for requirements as modified in Section V of this Scope of Work, "Project -Specific Deviations from OC SAN Design Guidelines" and the requirements of the CAD Manual). 4. PHASE 4 - CONSTRUCTION AND INSTALLATION SERVICES Not in this Scope of Work. 5. PHASE 5 - COMMISSIONING SERVICES Not in this Scope of Work. 6. PHASE 6 - CLOSE OUT Not in this Scope of Work. 7. GENERAL REQUIREMENTS 7.0 GENERAL 7.0.1 OC SAN ENGINEERING DESIGN GUIDELINES AND STRATEGIC PLAN A. CONSULTANT shall refer to and adhere to the requirements of OC SAN Safety Standards, OC SAN Engineering Design Guidelines, any deviations to the Engineering Design Guidelines listed below, and other OC SAN's Design Standards referenced therein. Exhibit 16 - Spec Review using Microsoft Word and Teams. B. Exhibit 19 - OC SAN Engineering Design Guidelines and Standards — Available online at https://www.00 SAN.com/about-us/transparency/document-central/-folder-917 is a complete set of the OC SAN Safety Standards and OC SAN Design Standards, the latest edition at the time of the design proposal stage. C. The Engineering Guidelines define what plant design concepts/tools/methods and project management requirements shall be adhered to and in what manner they shall be used/provided by Consultants, e.g., requirements regarding design concepts, submittals, documentation details, use of OC SAN Master Specifications, and other related OC SAN Standards, etc. D. Refer also to Section "CONSULTANT's Responsibilities" in OC SAN Engineering Design Guidelines Chapter 01. Refer to "Master Specifications Instructions for Use" that mandates rules and conventions to be used in all OC SAN project specifications. E. The project Scope of Work defines whether or not each specific deliverable described in the Guidelines shall be part of the project and when each task shall take place. F. The project Scope of Work also includes requirements that supplement and/or modify the Guidelines requirements for this project. G. The project Scope of Work and OC SAN Engineering Design Guidelines impact CONSULTANT's project cost. H. Except as specified in this Scope of Work, design of all facilities shall conform to the recommendations of the currently approved Master Plan for OC SAN facilities. The project shall 9-28-2022 1-24 — Design SOW Page 40 of 45 also incorporate all applicable mitigation measures included in associated environmental documents and site -specific local requirements. I. In addition, OC SAN will require the CONSULTANT to follow subsequent revisions of OC SAN Safety Standards, OC SAN Engineering Design Guidelines, and other OC SAN Design Standards up to transmittal by OC SAN of comments on Design Submittal 2, shall be incorporated into the Design by CONSULTANT with no increase in CONSULTANT's Not -to - Exceed upper limit on fees. J. OC SAN may update OC SAN's Master Specifications and/or add new OC SAN Master Specifications up to transmittal by OC SAN of comments on Design Submittal 2. The CONSULTANT shall utilize the new and/or modified Master Specifications for the DS3 submittal. K. The CONSULTANT shall not begin editing the project specifications until the project team meets with OC SAN's Design Standards Custodian to discuss and receive comments regarding the CONSULTANT's proposed list of project specifications. This meeting will be used to determine which specifications are to use OC SAN's master specifications, and where other sources will be utilized. 7.0.2 PROJECT PHASES AND TASKS A. Project tasks and deliverables shall include the requirements described in this Scope of Work. CONSULTANT shall also refer to Appendix A of OC SAN Engineering Design Guidelines for the level of detail requirements for individual deliverables in each Phase of the project not covered in the Scope of Work. 7.0.3 PMWEB PROCEDURES A. This Agreement shall utilize PMWeb as the Project Control Management System (PCMS) for overall management of the Agreement. All PCMS related documents requiring formal signatures shall be digital, and all copies digitally distributed. The PCMS conforms to the requirements set forth in California Government Code section 16.5 regarding digital signatures; therefore, digital signatures are in full force and effect and are legally the same as a hand-written signature. At least one PCMS account shall have the authority to approve Amendments. B. OC SAN shall maintain the PCMS and serve as the administrator for the duration of this Agreement. OC SAN will provide the CONSULTANT with user access for approved personnel as needed for the duration of the Agreement. OC SAN shall control access to the PCMS by assigning user profiles and login credentials. Notify OC SAN of any changes to personnel. Access modifications shall be coordinated as needed throughout the Agreement. Do not to share PCMS account passwords with anyone inside or outside of the company. C. Routine maintenance of the PCMS system may be required during the Agreement. Access to the PCMS system may be restricted or unavailable at these times and will be scheduled outside of typical working hours whenever possible. D. The PCMS is a web -based environment and is therefore subject to the inherent speed and connectivity problems of the Internet. The CONSULTANT is responsible for its own connectivity to the Internet. PCMS response time is dependent on the CONSULTANT's equipment, including processor speed, Internet access speed, Internet traffic, etc. E. OC SAN will not be liable for any delays associated with the utilization of the PCMS including, but not limited to slow response time, down time periods, connectivity problems, or loss of information. F. The OC SAN will provide a one-time free training session of up to two (2) hours to train CONSULTANT's designated staff on general system requirements, procedures, and methods G. Automated system notifications generated via PCMS (e.g., in -system notices, system generated email, or email with attachment) shall constitute a formal written notification in compliance with the PDSA. 9-28-2022 1-24 — Design SOW Page 41 of 45 7.0.4 CONSTRUCTION SEQUENCING AND CONSTRAINTS A. CONSULTANT shall develop with OC SAN staff and include in the Bid Documents detailed requirements for construction sequencing and constraints. These shall ensure safe and reliable operation and maintenance of OC SAN facilities. The facilities must be kept on-line and fully operational with minimal interruptions throughout construction. 7.0.5 WORKING HOURS A. Meetings with OC SAN staff shall be scheduled from Monday through Thursday between the hours of 8:00 AM and 4:00 PM. Any CONSULTANT staff working on -site shall conform to OC SAN work schedules. CONSULTANT shall refer to the Engineering Design Guidelines, Chapter 01, Section 01.3.5 "CONSULTANT Inspection of Treatment Facilities" for further requirements. 7.0.6 STANDARD DRAWINGS AND TYPICAL DETAILS A. All the details used in the project (OC SAN's Standard Drawings and CONSULTANT - developed typical details) shall be shown on the Plans. 7.0.7 SOFTWARE A. The CONSULTANT is expected to develop and provide the deliverables using the standard software currently approved for use by OC SAN. The standard OC SAN software includes, but is not limited to, the following: 1. Windows Professional 2. Esri software (fGDB, pGDB or shapefile formats) 3. Microsoft Internet Explorer 4. Autodesk software (AutoCAD, AutoCAD Map3D or compatible dwg file format) 5. Microsoft Office, including MS Teams and OneNote 6. PM Web 7. Maximo 8. Bluebeam Revu eXtreme 9. Primavera P6 for scheduling 10. Innovyze ICM Hydraulic Model 11. Database software as defined elsewhere in the project Scope of Work B. Any software that the CONSULTANT needs to comply with these standards shall be purchased and maintained by the CONSULTANT at no additional cost to OC SAN. In the event OC SAN provides the CONSULTANT with access to OC SAN software and hardware at an OC SAN facility in order to facilitate performance of their work, all software shall remain the property of OC SAN. Only software licensed to OC SAN shall be installed on OC SAN equipment. In addition, only OC SAN IT Department staff will perform the installation of this software. 7.0.8 SUBMITTAL REVIEW USING BLUEBEAM A. OC SAN has standardized on the use of Bluebeam Revu for reviewing and providing comments to PDF files. PDF files will be hosted in a Bluebeam cloud -based studio session for review. See Exhibit 15 - Bluebeam Designer User Training for a detailed explanation on how Bluebeam will be used to provide, validate, and close submittal review comments. B. Prior to submitting electronic PDF files, format them as indicated in Exhibit 14 - Bluebeam Designer Training for Submission and "OC SAN CAD Standards Manual" prior to submission. C. A one -hour training session on the use of Bluebeam and custom status menu will be provided by OC SAN. All Consultant team members responsible for quality control and reconciliation of submittal comments shall attend. 9-28-2022 1-24 — Design SOW Page 42 of 45 7.0.9 WORD TRACK CHANGES A. Specifications documents and other MS -Word based deliverables will be hosted in OC SAN Teams environment for review. The guidelines for reviewing and commenting on MS -Word files, including Specifications reviews, can be found in Exhibit 16 - Spec Review using Microsoft Word and Teams. 7.0.10 GIS SUBMITTALS A. Consultant shall provide the following GIS deliverables propagated from approved design submittals after the design submittal is accepted. These GIS submittals will not be reviewed or presented by Consultant. The purpose is to provide project specific GIS layers that could be used to visualize interproject dependencies and conflicts. 1. Electronic Submittal a. Kmz files for use with Google Earth 2. Final PDR a. Single project boundary (Polygon) (1) Boundary to encompass all new facilities and existing to be modified including: • Buildings\Structures • Tunnels • Utilities • Pavement • Street boundary (ROW to ROW) of possible alignment b. Structures (Polygon) • New structure outline • Additions to existing structures • Structure label 3. DS1 a. Project boundary - updated from PDR b. Structures - updated from PDR c. Utilities (Polyline) (1) Utility alignment d. Manholes (Point) e. Excavation of pits (Polygon) (1) Pits that will stay open for extended duration (2) Tunnel -jacking and receiving (3) All pits should be labeled 4. DS2, DS3, and FDS a. Project boundary - updated from previous DS b. Structures - updated from previous DS c. Utilities - updated from previous DS d. Manholes - updated from previous DS e. Excavation of pits - updated from previous DS 9-28-2022 1-24 — Design SOW Page 43 of 45 f. Critical (as defined by Dig Alert) utility crossings (Point) (1) Crossing of Dig Alert critical utilities (2) Critical utility label • Natural gas • Fuel pipeline • 12 kV Electrical g. Asphalt (Polygon) (1) Asphalt to be replaced 8. PROJECT -SPECIFIC DEVIATIONS FROM OC SAN DESIGN GUIDELINES (NOT USED) 9. STAFF ASSISTANCE OC SAN staff member or designee assigned to work with CONSULTANT on the design of this project is Victoria Pilko at (714) 454-4192, e-mail to: vpilko@ocsan.gov. 10. EXHIBITS Exhibit 1 - Preliminary Design Report Requirements Exhibit 2 - Design Requirements Exhibit 3 - Project Management Requirements Exhibit 4 - Risk Management Requirements Exhibit 5 - Workshop and Meeting Requirements Exhibit 6 - Quality Control Requirements Exhibit 7 - Design Submittal Requirements Matrix Exhibit 8 - Project Schedule Calculation Exhibit 9 - Deliverables Quantities Exhibit 10 - Sample Construction Cost Estimate Format Exhibit 11 - Sample Full Project Safety Review Plan Exhibit 12 - Sample Risk Management Check List Exhibit 13 - Sample MMRP Log Exhibit 14 - Bluebeam Designer Training for Submission Exhibit 15 - Bluebeam Designer User Training Exhibit 16 - Spec Review using Microsoft Word and Teams Exhibit 17 - OC SAN Engineering Design Guidelines and Standards — Available online at https://www.00 SAN.com/about-us/transparency/document-central/-folder- 917 Exhibit 18 — Project 1-24 Greenville Trunk Improvements Map Exhibit 19 - Project Reference Material • SOW Exhibit 19 - 1-4 Record Drawings 9-28-2022 1-24 — Design SOW Page 44 of 45 VP:MK:tk 9-28-2022 • SOW Exhibit 19 — Warner Siphon • SOW Exhibit 19 — West Ditch (Garden Channel - Myrtle St) Siphon • SOW Exhibit 19 - CCTV Pipeline inspection reports • SOW Exhibit 19 - PS15-08 OC SAN Master Plan • SOW Exhibit 19 - Greenville Trunk Connection Permits • CEQA Facilities Master Plan - See CEQA Documents I Orange County Sanitation District (ocsan.gov) 1-24 — Design SOW Page 45 of 45 EXHIBITS • Exhibits 1 — 7 and Exhibits 9 — 19 to Attachment A Scope of Work are considered reference material and were previously provided as part of the Request for Proposal. • Exhibit 8 is attached as part of the final negotiated Attachment A Scope of Work Project No. 1-24 Greenville Trunk Improvements Attachment A - Scope of Work Exhibit 8 - Project Schedule Calculation Activity / Milestone By Duration, workdays Completion Date Administrative NTP OCSD 0 10/17/2022 Submit PMP Consultant 10 10/31/2022 Review PMP OCSD 10 11/15/2022 PDR NTP / Kickoff Meeting OCSD 0 10/17/2022 Submit draft PES Report Consultant 0 10/17/2022 Review draft PES Report OCSD 0 10/17/2022 Submit final PES Report Consultant 0 10/17/2022 PDR Production NTP OCSD 0 10/17/2022 Submit draft PDR Consultant 280 12/1/2023 Review draft PDR OCSD 30 1/18/2024 Submit final PDR Consultant 40 3/15/2024 Final Design NTP OCSD 0 3/15/2024 Submit DS1 Consultant 60 6/10/2024 Review DS1 OCSD 20 7/9/2024 Submit DS2 Consultant 100 12/2/2024 Review DS2 OCSD 35 1/24/2025 Submit DS3 Consultant 90 6/3/2025 Review DS3 OCSD 30 7/16/2025 Submit FDS Consultant 50 9/25/2025 Review FDS OCSD 20 10/23/2025 Final Technical Spec & Plans Consultant 20 11/21/2025 8/18/2022 1-24 Exhibit 08 - Schedule Calculation FINAL 12:42 PM 9/27/2022 1 Santa Ana tin MY [e st Project Location: City of c Santa Ana S a Founuln vrl.Y on Ave V Ander-11 L 1 � San CellryeA�m MUlA sbrn[ � Pump Ste[!on mp Sm[fon r Plunr Na i Built in the early 1950s Ngc 2 2 9/27/2022 • Oversized Siphons ­` ,F- , J • Access Issues MEMO Warner Siphon N a IRPI!II 4 2 9/27/2022 • Upsize Greenville Trunk Sewer ■ 16,000 LF new 33-inch to 39-inch sewer • New 72 / 84-inch manholes • Address 12 Direct Connections • Connect to local sewer 5 • Five proposals received •Interviews conducted with top two firms • Brown and Caldwell selected: •Excelled in both proposal and interview •Clear Understanding of Key Challenges •Detailed implementation plan to meet project goals • Experienced Project Team AI 3 9/27/2022 Original Proposal Negotiated Total Hours 24,890 20,826 Total Fee $5,326,015 $4,730,000 Clarified scope of work and design assumptions Ensured proper scope and level of effort are appropriate for the work Recommend to the Board of Directors to: A. Approve a Professional Design Services Agreement with Brown and Caldwell to provide engineering services for Greenville Trunk Improvements, Project No. 1-24, for an amount not to exceed $4,730,000; and B. Approve a contingency of $473,000 (10 percent). 8 M 9/27/2022 "� SAN ORANGE COUNTY SANITATION DISTRICT File #: 2022-2196 OPERATIONS COMMITTEE Agenda Report Agenda Date: 10/5/2022 FROM: James D. Herberg, General Manager Originator: Celia Chandler, Director of Human Resources SUBJECT: HUMAN RESOURCES: RISK MANAGEMENT GENERAL MANAGER'S RECOMMENDATION RECOMMENDATION: Information Item. BACKGROUND Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714)593-7433 Agenda Item No: 9. Each month, staff provides an informational presentation on topics of interest to the Board of Directors. This month's topic: Orange County Sanitation District Human Resources: Risk Management. RELEVANT STANDARDS • Commitment to safety & reducing risk in all operations • Provide a safe and collegial workplace ATTACHMENT The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package. - N/A Orange County Sanitation District Page 1 of 1 Printed on 9/28/2022 powered by LegistarTM "� SAN ORANGE COUNTY SANITATION DISTRICT File #: 2022-2543 OPERATIONS COMMITTEE Agenda Report Agenda Date: 10/5/2022 FROM: James D. Herberg, General Manager Originator: Kathy Millea, Director of Engineering SUBJECT: Administration Building 10844 Ellis Avenue Fountain Valley, CA 92708 (714)593-7433 Agenda Item No: 10. HEADQUARTERS COMPLEX AT PLANT NO. 1, PROJECT NO. P1-128A - QUARTERLY UPDATE GENERAL MANAGER'S RECOMMENDATION RECOMMENDATION: Information Item. BACKGROUND Project No. P1-128A, Headquarters Complex, will construct a new Headquarters Building on the north side of Ellis Avenue to house administrative and engineering staff. The Headquarters Complex will also include a Board Room and a pedestrian/utility bridge over Ellis Avenue to Plant No. 1. Construction started in July 2021 and completion is scheduled for December 2023. Staff will present an update on the construction progress. RELEVANT STANDARDS • Provide a safe and collegial workplace • Ensure the public's money is wisely spent • Comply with current Building Codes ATTACHMENT The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package: • Presentation Orange County Sanitation District Page 1 of 1 Printed on 9/27/2022 powered by LegistarTIM 9/27/2022 Site Plan Board Room a' Yti ELLIS AVENUE -------------------------------------------- i Page 2 9/27/2022 r— Front Entrance. North Wing Board Lobby si WACourtyard Room 1 _ � of1 1; South_Win ' R CO Photo taken: May 2, 2022 3 4 Page 3 2 9/27/2022 5 Mass Timber: Diagrid u Ins � �lII►`I��� os � 1M Pi _ iz 9/27/2022 UpdateSince Last �; °; • Structural steel and mass timber install ongoing • Site utilities ongoing • Floor slabs • FFE (furniture, fixtures and equipment) process '=r ongoing BEN • Net Zero Conference 2022 4 KP 14�6P _ M wcca: enled by Page 8 0 EM 9/27/2022 P] • Structural Stee • Mass Timber Beams • Interior and Exterior Framing • Parallel Coordination Efforts • AN Procurement • FFE • Educational Display Design • Move Management Specialist 10 Page 10 5 9/27/2022 Budget Original Approved Contract $102,544,973 Change Orders $579,344 Total Current Approved Contract $103,124,317 Amount Invoiced $33,543,236 Schedule • 44 percent of contract elapsed • December 4, 2023 Final Completion 11 Page 11 1 www.ocsan.gov/Headquarter One-time registration to view camera footage A SAN ­7 - '­­ ` GOOOO H,,dq,,n,, Adm!,1,t,d,n BUlding Project More Information Live on Camera a to 13 ­S102­ Feed Page 12 M 9/27/2022 13 Page 14 1 14 ACWA APWA AQMD ASCE BOD CARB CASA ORANGE COUNTY SANITATION DISTRICT COMMON ACRONYMS Association of California LOS Water Agencies American Public Works MGD Association Air Quality Management District MOU American Society of Civil NACWA Engineers Biochemical Oxygen Demand NEPA California Air Resources Board NGOs California Association of Sanitation Agencies NPDES CCTV Closed Circuit Television I NWRI California Environmental CEQA Quality Act O & M Capital Improvement CIP Program OCCOG California Regional Water CRWQCB Quality Control Board OCHCA CWA Clean Water Act OCSD California Water Environment CWEA Association OCWD EIR Environmental Impact Report OOBS EMT Executive Management Team I OSHA EPA US Environmental Protection I PCSA Agency FOG Fats, Oils, and Grease I PDSA gpd gallons per day PFAS GWRS Groundwater Replenishment PFOA System ICS Incident Command System PFOS IERP Integrated Emergency POTW Response Plan JPA Joint Powers Authority Ippm LAFCO Local Agency Formation I PSA Commission Level Of Service RFP Request For Proposal Million Gallons Per Day RWQC Re Tonal Water Qualit Memorandum of SARFP Understanding National Association of Clean SARI Water Agencies National Environmental Policy SARW Act Non -Governmental SAWP Organizations National Pollutant Discharge SCADA Elimination System B g y Control Board A Santa Ana River Flood Protection Agency Santa Ana River Interceptor Santa Ana Regional Water QCB Quality Control Board A Santa Ana Watershed Project Authority Supervisory Control And Data Acquisition National Water Research Southern California Institute SCAP Alliance of Publicly Owned Treatment Works Operations & Maintenance SCA South Coast Air Qualit Orange County Council of SOC Governments Orange County Health Care SRF Agency Orange County Sanitation SSM District Orange County Water District ISSO QMD y Management District WA South Orange County Wastewater Authority Clean Water State Revolving Fund P Sewer System Management Plan Sanitary Sewer Overflow Ocean Outfall Booster Station 1SWRCState Water Resources B Occupational Safety and TDS Health Administration Professional Consultant/Construction TMDL Services Agreement Professional Design Services TSS Agreement Per- and Polyfluoroalkyl Substances WDR Perfluorooctanoic Acid IWEF Perfluorooctanesulfonic Acid WERF Publicly Owned Treatment WIFIA Works parts per million 1WIIN Professional Services I WRDA Agreement Control Board Total Dissolved Solids Total Maximum Daily Load Total Suspended Solids Waste Discharge Requirements Water Environment Federation Water Environment & Reuse Foundation Water Infrastructure Finance and Innovation Act Water Infrastructure Improvements for the Nation Act Water Resources Development Act ORANGE COUNTY SANITATION DISTRICT GLOSSARY OF TERMS ACTIVATED SLUDGE PROCESS — A secondary biological wastewater treatment process where bacteria reproduce at a high rate with the introduction of excess air or oxygen and consume dissolved nutrients in the wastewater. BENTHOS — The community of organisms, such as sea stars, worms, and shrimp, which live on, in, or near the seabed, also known as the benthic zone. BIOCHEMICAL OXYGEN DEMAND (BOD) — The amount of oxygen used when organic matter undergoes decomposition by microorganisms. Testing for BOD is done to assess the amount of organic matter in water. BIOGAS — A gas that is produced by the action of anaerobic bacteria on organic waste matter in a digester tank that can be used as a fuel. BIOSOLIDS — Biosolids are nutrient rich organic and highly treated solid materials produced by the wastewater treatment process. This high -quality product can be recycled as a soil amendment on farmland or further processed as an earth -like product for commercial and home gardens to improve and maintain fertile soil and stimulate plant growth. CAPITAL IMPROVEMENT PROGRAM (CIP) — Projects for repair, rehabilitation, and replacement of assets. Also includes treatment improvements, additional capacity, and projects for the support facilities. COLIFORM BACTERIA — A group of bacteria found in the intestines of humans and other animals, but also occasionally found elsewhere, used as indicators of sewage pollution. E. coli are the most common bacteria in wastewater. COLLECTIONS SYSTEM — In wastewater, it is the system of typically underground pipes that receive and convey sanitary wastewater or storm water. CERTIFICATE OF PARTICIPATION (COP) — A type of financing where an investor purchases a share of the lease revenues of a program rather than the bond being secured by those revenues. CONTAMINANTS OF POTENTIAL CONCERN (CPC) — Pharmaceuticals, hormones, and other organic wastewater contaminants. DILUTION TO THRESHOLD (D/T) — The dilution at which the majority of people detect the odor becomes the D/T for that air sample. GREENHOUSE GASES (GHG) — In the order of relative abundance water vapor, carbon dioxide, methane, nitrous oxide, and ozone gases that are considered the cause of global warming ("greenhouse effect"). GROUNDWATER REPLENISHMENT SYSTEM (GWRS) — Ajoint water reclamation project that proactively responds to Southern California's current and future water needs. This joint project between the Orange County Water District and OCSD provides 70 million gallons per day of drinking quality water to replenish the local groundwater supply. LEVEL OF SERVICE (LOS) — Goals to support environmental and public expectations for performance. N-NITROSODIMETHYLAMINE (NDMA) — A N-nitrosamine suspected cancer -causing agent. It has been found in the GWRS process and is eliminated using hydrogen peroxide with extra ultra -violet treatment. NATIONAL BIOSOLIDS PARTNERSHIP (NBP) —An alliance of the NACWA and WEF, with advisory support from the EPA. NBP is committed to developing and advancing environmentally sound and sustainable biosolids management practices that go beyond regulatory compliance and promote public participation to enhance the credibility of local agency biosolids programs and improved communications that lead to public acceptance. PER- AND POLYFLUOROALKYL SUBSTANCES (PFAS) — A large group (over 6,000) of human -made compounds that are resistant to heat, water, and oil and used for a variety of applications including firefighting foam, stain and water-resistant clothing, cosmetics, and food packaging. Two PFAS compounds, perfluorooctanesulfonic acid (PFOS) and perfluorooctanoic acid (PFOA) have been the focus of increasing regulatory scrutiny in drinking water and may result in adverse health effects including developmental effects to fetuses during pregnancy, cancer, liver damage, immunosuppression, thyroid effects, and other effects. PERFLUOROOCTANOIC ACID (PFOA) — An ingredient for several industrial applications including carpeting, upholstery, apparel, floor wax, textiles, sealants, food packaging, and cookware (Teflon). PERFLUOROOCTANESULFONIC ACID (PFOS) — A key ingredient in Scotchgard, a fabric protector made by 3M, and used in numerous stain repellents. PLUME — A visible or measurable concentration of discharge from a stationary source or fixed facility. PUBLICLY OWNED TREATMENT WORKS (POTW) — A municipal wastewater treatment plant. SANTA ANA RIVER INTERCEPTOR (SARI) LINE — A regional brine line designed to convey 30 million gallons per day of non - reclaimable wastewater from the upper Santa Ana River basin to the ocean for disposal, after treatment. SANITARY SEWER — Separate sewer systems specifically for the carrying of domestic and industrial wastewater. SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT (SCAQMD) — Regional regulatory agency that develops plans and regulations designed to achieve public health standards by reducing emissions from business and industry. SECONDARY TREATMENT — Biological wastewater treatment, particularly the activated sludge process, where bacteria and other microorganisms consume dissolved nutrients in wastewater. SLUDGE — Untreated solid material created by the treatment of wastewater. TOTAL SUSPENDED SOLIDS (TSS) — The amount of solids floating and in suspension in wastewater. ORANGE COUNTY SANITATION DISTRICT GLOSSARY OF TERMS TRICKLING FILTER — A biological secondary treatment process in which bacteria and other microorganisms, growing as slime on the surface of rocks or plastic media, consume nutrients in wastewater as it trickles over them. URBAN RUNOFF — Water from city streets and domestic properties that carry pollutants into the storm drains, rivers, lakes, and oceans. WASTEWATER — Any water that enters the sanitary sewer. WATERSHED — A land area from which water drains to a particular water body. OCSD's service area is in the Santa Ana River Watershed.