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R2004-042 03-22-04RESOLUTION NO. R2004-42 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS, AUTHORIZING THE CITY MANAGER OR HIS DESIGNEE TO ENTER INTO AN ENGINEERING CONTRACT WITH MONTGOMERY WATSON HARZA FOR ENGINEERING SERVICES ASSOCIATED WITH THE FAR NORTHWEST WATER PLANT EXPANSION. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS: Section 1. That certain contract by and between the City of Pearland and Montgomery Watson Harza, a copy of which is attached hereto as Exhibit "A" and made a part hereof for all purposes, is hereby authorized and approved. Section 2. That the City Manager or his designee is hereby authorized to execute and the City Secretary to attest a contract with Montgomery Watson Harza, for engineering services associated with the Far Northwest Water Plant expansion. PASSED, APPROVED and ADOPTED this the 22nd day of March A.D., 2004. TOM MAYOR ATTEST: APPROVED AS TO FORM: OetA.,:—, DARRIN M. COKER CITY ATTORNEY Exhibit "A" Resolution R2004-42 CITY OF PEARLAND STANDARD AGREEMENT FOR ENGINEERING SERVICES This Contract (Contract) is made between the City of Pearland, Texas (hereinafter "City"), and Montgomery Watson Harza (MWH) (hereinafter "Engineer") as follows: 1. Summary of Contract Terms. The following information and referenced documents shall be a part of this Contract: Description of Project: Provide engineering services related to the expansion of the Shadow Creek water Plant. Engineer/Subconsultant(s) Fee Basis of Compensation Montgomery Watson Harza (MWH) Task 2 — 4A $270,382 Lump Sum Montgomery Watson Harza (MWH) Task 1-2 Supv. Sery $161,755 Salary Cost x Multiplier Plus ODC Maximum Contract Amount $432,137 Mixed the Cit and * All financial obligations created by this agreement are between y Engineer, and shall not be construed to be between City and any subconsultant. Delivery of plans, specifications and estimates: Sixty (60) days from completion of final Wetlands Determination Report. Attachments: Scope of Services — Exhibit A Project Schedule — Exhibit B 2. Services and Payment. Engineer shall perform services within the Standard of Care of the Engineering profession as follows: A. Engineer will furnish services to the City in accordance with the terms and conditions specified in this Contract. Payment for the services of Engineer shall be due and payable upon submission and approval of a statement for services to City. Statements for services shall not be submitted more frequently than monthly. After consultation with the City, the Engineer shall specify the basis of compensation in the scope of work for the project. The Engineer shall provide adequate detail of the basis of compensation so that the City can determine the reasonableness of the fees and have the ability to make reasonable progress payments to the Engineer based upon work completed at the payment intervals. The Engineer shall subcontract for all subconsultants, subject to City approval, necessary to complete the scope of work. The subconsultant's fees and administrative mark-up, if any, shall be included in the scope of work. Unless otherwise agreed upon, the method of compensation 1. Salary Cost Times Multiplier Plus Direct Nonsalary Expense ("Salary") Compensation shall be based on 1) the direct salaries (including benefits) of the Engineer's employees whose time is directly chargeable to the project; 2) an agreed upon multiplier to compensate the Engineer for overhead and profit; and 3) reimbursement for direct nonsalary expenditures and subconsultant contracts as defined in the scope of work for the project. The Engineer shall provide a proposal that includes the total fees for the project, which shall not be exceeded without prior City approval. 2. Per Diem ("Per Diem") Compensation shall be based upon 1) an agreed upon lump sum per day for specific services; and 2) reimbursement for direct nonsalary expenditures and subconsultant contracts as defined in the scope of work for the project. This method is best suited to expert witness work or other short-term engagements involving intermittent services. 3. Cost Plus Fixed Fee ("Cost Plus") Compensation shall be based upon 1) reimbursement of the actual costs of all services and supplies related to the project and 2) an agreed upon fixed fee (profit). The Engineer shall provide an estimate of the costs to be reimbursed, but actual compensation shall be based upon invoices and supporting documentation provided by the Engineer. 4. Lump Sum ("Lump") Compensation shall be based upon an agreed lump sum payment for completing the entire scope of work. This method is best suited to investigations or studies and for basic services with limited scope and complexity. 5. Percent of Construction ("Percent") Compensation shall be based upon 1) the "Harris County Curve for Engineering Compensation" for basic and construction phase services; and 2) reimbursement for direct nonsalary expenditures and subconsultant contracts as defined in the scope of work for the project. The Engineer shall provide a proposal that includes the estimated construction cost of the project and the total fees for the project. If the actual low bid for construction is 20% above or below the estimate, the engineering fees are subject to equitable adjustment by mutual agreement of the Engineer and City. 2 If City fails to make any payment due Engineer for services and expenses within thirty (30) days after receipt and approval of Engineer's statement for services therefore, the amounts due Engineer will be increased at the rate of one percent (1 %) per month from said thirtieth (30th) day, and, in addition, Engineer may, after giving seven (7) days' written notice to City, suspend services under this Contract until Engineer has been paid in full, all amounts due for services, expenses, and charges. B. All the Engineer's working drawings, plans, and specifications, if required under this Contract, shall be sufficiently accurate, detailed, and complete so that competitive bids for the work can be obtained and the improvements constructed. C. Approval of the Engineer's work by the City shall not release the Engineer, its employees, agents, or consultants, from the responsibility and liability for the accuracy and competency of their designs, working drawings, and specifications, or other documents and services. D. Subject to Article 8 herein or as otherwise agreed, the Engineer shall promptly correct errors in the Engineer's work, including errors discovered after final payment, without receiving additional compensation. E. Prior to execution of this agreement, the Engineer shall have prepared a project schedule identified as an attachment to this agreement. The Project Schedule shall be submitted in digital and paper form, in the Microsoft Project for Windows format. The Project Schedule shall contain a complete schedule so that the Engineer's scope of services under this contract can be accomplished within the specified time and contract cost. The Project Schedule will provide specific work sequence and definite review times by the City and the Engineer of the work performed. If the review time should take longer than shown on the project schedule, through no fault of the Engineer, additional contract time may be authorized by the City through a supplemental agreement, if requested by a timely written request from the Engineer and approved by the City. 3. Term and Termination. This Contract term will begin upon execution and end sixty days after issuance of the certification of completion of construction by the Engineer. The City may terminate this Contract at any time during its term by giving written notice to Engineer. The City shall pay the Engineer for all services rendered to the date of termination. 4. Modifications. City without invalidating the Contract, may order changes within the general scope of the work required by the Contract by altering, adding to and/or deducting from the work to be performed. If any change under this clause causes an increase or decrease in Engineer's cost of, or the time required for, the performance of any part of the Services under the Contract, an equitable adjustment will be made by mutual agreement and the Contract modified in writing accordingly. 3 5. Subcontracts. If, for any reason, at any time during the progress of providing services, City determines that any subcontractor for Engineer is incompetent or undesirable, City will notify Engineer accordingly and Engineer shall take immediate corrective action, which may include cancellation of such subcontract. Subletting by subcontractors shall be subject to the same regulations. Nothing contained in the Contract shall create any contractual relation between any subcontractor and City. 6. Ownership of Documents. All drawings, report data, and other project information developed in the execution of the services provided under this Contract shall be the property of the City upon payment of Engineer's fees for services. Engineer may retain copies for record purposes. Owner agrees such documents are not intended or represented to be suitable for reuse by City or others. Any reuse by City or by those who obtained said documents from City without written verification or adaptation by Engineer will be at City's sole risk and without liability or legal exposure to Engineer, or to Engineer's independent associates or consultants, and City shall indemnify and hold harmless Engineer and Engineer's independent associates and consultants from all claims, damages, losses, and expenses including attorneys' fees arising out of or resulting therefrom. Any such verification or adaptation will entitle Engineer to further reasonable compensation. Engineer may reuse all drawings, report data, and other project information in the execution of the services provided under this Contract in Engineer's other activities. Any reuse by Engineer will be at Engineer's sole risk and without liability or legal exposure to City, and Engineer shall indemnify and hold harmless City from all claims, damages, losses, 'and expenses including attorneys' fees arising out of or resulting therefrom. 7. Insurance. A. The Engineer shall procure and maintain for the duration of this Agreement, insurance against claims for injuries to persons, damages to property, or any errors and omissions relating to the performance of any work by the Engineer, its agents, employees or subcontractors under this Agreement, as follows: (1) Workers' Compensation as required by law. (2) Professional Liability Insurance in an amount not less than $1,000,000 in the aggregate. Comprehensive General Liability and Property Damage Insurance with minimum limits of $1,000,000 for injury or death of any one person, $1,000,000 for each occurrence, and $1,000,000 for each occurrence of damage to or destruction of property. (3) 4 (4) Comprehensive Automobile and Truck Liability Insurance covering owned, hired, and non -owned vehicles, with minimum limits of $1,000,000 for injury or death of any one person, $1,000,000 for each occurrence, and $1,000,000 for property damage. B. The Engineer shall include the City as an additional insured under the policies, with the exception of the Professional Liability Insurance and Workers' Compensation. Certificates of Insurance and endorsements shall be furnished to the City before work commences. Each insurance policy shall be endorsed to state that coverage shall not be suspended, voided, canceled, reduced in coverage or in limits except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City. Upon request, certified copies of all insurance policies shall be furnished to the City. 8. Indemnity. Engineer shall indemnify and hold the City, its officers, agents, and employees, harmless from any claim, loss, damage, suit, and liability of every kind for which Engineer is legally liable, including all expenses of litigation, court costs, and attorney's fees, for injury to or death of any person, for damage to any property, or errors in design, any of which are caused by the negligent act or omission of the Engineer, his officers, employees, agents, or subcontractors under this Contract. 9. Assignment. Engineer shall not assign this Contract without the prior written consent of the City. 10. Law Governing and Venue. This Contract shall be governed by the law of the State of Texas and no lawsuit shall be prosecuted on this Contract except in a court of competent jurisdiction located in Brazoria County, Texas. 11. Entire Contract. This Contract represents the entire Contract between the City and the Engineer and supersedes all prior negotiations, representations, or contracts, either written or oral. This Contract may be amended only by written instrument signed by both parties. Purchase orders issued under this Agreement shall contain a statement nullifying additional terms and conditions on the reverse side of the purchase order and referencing this Agreement. 12. Conflicts in Contract Documents. The above provisions shall govern over any conflicting provision contained in any referenced contract document specified above. 13. Dispute Resolution Procedures. The Engineer and City desire an expeditious means to resolve any disputes that may arise between them regarding this Contract. To accomplish this, the parties agree to mediation as follows: If a dispute arises out of or relates to this Contract, or the breach thereof, and if the dispute cannot be settled through negotiation, then the parties agree first to try in good faith, and before bringing any legal action, to settle the dispute by mediation of a third party who will be selected by agreement of the parties. 5 Title: City Manager STATE OF TEXAS COUNTY OFi.< Zo✓��- EXECUTED and EFFECTIVE as of the 01 CITY OF PEARLAND 441 day of ENGINEER By: By: Printed Name: Bi 11 El sen Printed Name: 4,00' — Title: , 2004'. BEFORE ME, the undersigned Notary Public, on this day personally appeared f,s teL , known to me to be the person whose name is subscribed to the foregoing instrument and acknowledged to me that he/she executed the same for the purposes and consideration therein expressed. GIVEN UNDER MY HAND AND r , A.D., 20 0 9 . fiar�"�/Fda "IiiJ.II�.��"✓.�'J�.�ds"s�rt/' PERLA N. LEHMAN Notary Public, State of Texas My Commission Expires: APRIL 2, 2005 STATE OF TEXAS COUNTY OF rvls SEAL OF OFFICE THIS 3 DAY OF NOTARY PUBLIC IN AND FOR THE STATE OF TEXAS Printed Name:?2-1('— ,„ 1-4-A tvo,n My Commission Expires: ,4p1. I � ?-oaf' BEFI9RE ME, the undersigned Notary Public, on this day personally appeared Tpd 5 , known to me to be the person whose name is subscribed to the foregoing strument and acknowledged to me that he/she executed the same for the purposes and consideration therein expressed. n _GIVEN UNDER MY HAND ,AND SEAL OF OFFICE THIS IA , A.D., 20 O ounninumo .*\PRY i'G!iI-yy /`:('-'4"' / -1 c, °. . . :-La DAY OF 1 NOl`ARY PUBLIC IN FOR THE STATE OF TEXAS Printed Name: 1-tiii\ob-. 146 My Commission Expires: MONTGOMERYWATSON HARZA March 8, 2004 City of Pearland 3519 Liberty Dr. Pearland, Texas 77581 Attention: Alan Mueller, Deputy City Manager Subject: Final Proposal for Shadow Creek Water Plant Expansion. Dear Alan: MWH Americas is pleased to provide this proposal for engineering services related to the expansion of the Shadow Creek water plant. We have broken our proposal into the following two areas in order to show the contracting alternatives discussed during the revision of the work to be performed: • Services including Preliminary Engineering, Detailed Design, Geotechnical Investigation and Field Surveying to support detailed design, and Field Start -Up will be grouped under a Lump Sum contract in order to better serve the timing and objectives of the project. • Bid Phase Management and Construction Management services will be on a Reimbursable format with an engineering multiplier in order to better manage and control the timing and duration of the work. We have estimated that the entire project will take approximately 22 months from Notice -To - Proceed to complete design, permit approval, and construction, with a 360 calendar day period for construction. Given an April 1, 2004 start, the Shadow Creek plant would be fully operational by February 1, 2006. Different possible configurations might allow for earlier operations of portions of the expansion. The following summarizes our proposal by Phase and contract grouping. 5100 Westheimer Suite 580 Houston, Texas 77056-5507 Tel: 713 403 1600 Delivering Innovative Projects and Solutions Worldwide Fax: 713 850 7901 Mr. Alan Mueller 03/08/04 Task Proposal given 3rd Party Construction Observation Services under Lump Sum Basis of Design Memo $61,104 Detailed Design $139,113 Supplemental Services $70,165 Subtotal Lump Sum $270,382 Services Under Reimbursable Bid Services $24,628 Construction Support $137,127 Resident Observation (3rd party) Subtotal Reimbursable $161,755 TOTAL CONTRACT $432,137 Page 2 of 2 We have reevaluated the scope of work and our level of effort based on our conversations with Mr. Joe Wertz on March 2004 meetings. Through these reviews we have decreased the overall fee for our work to $432,137. We have indicated that the PER, Detailed Design, and Supplemental Services phases of the project be issued as a lump sum contract. For bid services and construction management, we would propose a cost plus contract with a 2.4 multiplier on burdened labor, as defined by our most current labor audit, plus ODCs. We understand that this project will be issued under the same standard City of Pearland contract terms and conditions agreed to under the SCADA contract last September. We appreciate your request for MWH to perform this work and we look forward to working with the City of Pearland in continuing to grow towards the future. If you have questions, feel free to contact me at your convenience. Sincerely, &_e_d • Todd Papes, P.E. Vice President Cc: Chris Canonico, PE, MWH Luis Casado, PE, MWH Attachment A AMENDED DETAILED SCOPE OF WORK CITY OF PEARLAND, TEXAS SHADOWCREEK WATER PLANT EXPANSION BACKGROUND In 1999, The City of Pearland (OWNER) embarked upon design and construction of a new surface water storage and pump station near County Road 48 in the Shadow Creek development. Operation of the initial phase o£this water storage and pump station facility commenced in 2002 and the OWNER has begun planning for the expansion of this facility to meet increasing water demands. This scope of work will complete an expansion of this pump station to the following operation parameters: 1) Water intake from McHard Road Line from the City of Houston (COH) to be an average of 6 MGD. 2) Pump Station Firm Capacity for Peak Daily Flow of 16 MGD at a Design Head with half capacity in the new Shadow Creek elevated storage tank. 3) Elevated Storage Tank on discharge side of pumps with capacity of 1 MG sized to a water level of 138.5 foot above ground surface at half capacity. 4) Total Ground Storage Tank Capacity on suction side of pumps of 3.33 MG. This expansion will contain the following components: • 1.67 MG welded steel ground storage tank or equivalent • Booster pump station upgrades • 1-MG elevated storage tank • Standby Electric Generator Upgrade • Interconnecting Piping • Modifications to the SCADA Instrumentation for Storage and Pumping This scope of work is for MWH Americas (ENGINEER) to provide the following four phases of services in support of this expansion: 1. Preliminary Engineering, complete with geotechnical evaluation and site survey 2. Detailed Design 3. Bid Phase 4. Construction Phase Services BASIC SERVICES Task 1 - Preliminary Engineering Services ENGINEER shall prepare a Preliminary Engineering Report (PER) including the following. 1. Describing sizing of volume of ground and elevated storage tank (in accordance with Texas Commission of Environmental Quality (TCEQ) criteria) and booster pump station capacity Final 03/08/04 Page 1 using information provided by the OWNER regarding projected demands and available flow and pressure. 2. Modeling of the water distribution system for the new water source produce by the Shadow Creek expansion in order to optimize the amount of ground storage and elevated storage to comply with the new allocations and transmission mains in the northern side of the City. This modeling run will be performed prior to the submittal of the PER and will be the basis for site layout options. A meeting with the City Planning department will be included to incorporate the projects completed in the water system since the completion of the Master Plan. All of the modeling parameters developed during the Master Plan in 2001 will be maintained for this modeling effort. 3. Collect design standards, material preferences, standard specifications, standard details, and coordination and approval protocol that are required by the OWNER and the City of Houston, and TCEQ, for use in preparing and acceptance of the design and contract documents. 4. Request an exception from TCEQ rules regarding the air gap on the ground storage tank overflow such that the new ground storage tank could be constructed similar to the existing 1.67 MG ground storage tank. ,This request for exception will be submitted at the same time as the Preliminary Engineering Report. ENGINEER, as needed, will visit TCEQ in Austin to review the requested exception with TCEQ staff. 5. Develop a PER. The following items shall be included in the PER. • Summary of design criteria to demonstrate compliance with TCEQ and COH requirements. • Description of individual unit processes. Development of sizing criteria, calculations and material selections for facilities and equipment. • Plan layout for each of major structure to provide TCEQ an understanding of the approach that will be used in the final design of the facilities. • Summary of up to two material alternatives for the elevated tank (composite and steel) • Electrical preliminary design shall be developed including the plan for providing the additional power for the plant. • Instrumentation and control philosophy shall be provided for operations of the plant facilities. • Drawings for the PER submittal will be submitted as paper copies. This submittal includes: preliminary site layout, yard piping layout, storage tank(s) profile, one -line diagrams, process and instrumentation diagrams, and preliminary structural diagrams. In addition, the submittal will include a specification table of contents with master specifications for each work product. • A budget level opinion of probable cost estimate as defined as Class III Estimate per Association for Advancement of Cost Engineering Practice 18R-97 • A proposed schedule for detailed design completion and construction Three copies of a draft PER shall be submitted to the OWNER for internal review. Upon request of the OWNER, two additional copies of the draft PER will be submitted to the City of Houston. The OWNER shall provide written comments on the draft PER within 30 days of receipt of the PER. ENGINEER will incorporate received comments and provide five copies of a final PER to the OWNER with 15 days of receipt of the OWNER's comments. Final 03/08/04 Page 2 Input from the OWNER shall be combined with the results of the ENGINEER's internal design checking and Technical Review Committee and a "Design Freeze" shall be established. The "Design Freeze" will be defined with a written memorandum between the ENGINEER and the OWNER at the completion of revision of the PER Submittals. Any significant changes to the PROJECT design following Design Freeze typically require much rework. Should this occur, the changes will be evaluated and may warrant a contract amendment. 6. ENGINEER shall prepare and submit an application for modification of a water system to the TCEQ on behalf of the OWNER. Included in this application shall be the request for exception regarding the Ground Storage Tank (GST) air gap. 7. ENGINEER will provide coordination for and attend the following meetings. • One kickoff meeting with OWNER • One progress meeting with OWNER engineering, planning, and public works staff to review design criteria. • One progress meeting in conjunction with the OWNER with City of Houston (COH) engineering, planning,' and public works staff to review design criteria. • One meeting with the OWNER staff to review the draft PER • One meeting with the COH to receive approval for PER. • Visit the site up to three times to verify existing structures, utilities, and conditions. • Meet with the TCEQ (in Austin) once to review the proposed modification of the water system 8. Provide coordination and communication with the OWNER. ENGINEER will provide the City with updates of progress, issues, schedule and budget on a monthly basis. ENGINEER will attend monthly meetings with the OWNER. 9. ENGINEER will contract directly with all engineering subconsultants. ENGINEER will prepare all engineering subconsultant contracts, budgets, and schedules. 10. Provide quality assurance and quality control for the preliminary engineering services. Task 1 Schedule: The Draft PER is scheduled to be submitted within 45 calendar days from notice to proceed. Based upon receipt of City comments within 30 calendar days of receipt of draft PER, the final PER will be submitted with 21 calendar days of the reception of comments to the draft PER. Task 2 - Detailed Design Services This task is for the detailed design and preparation of contract documents services for expansion work performed at the existing Shadow Creek.Water Plant location. 1. Prepare detailed engineering calculations of elevated storage tank, ground storage tank, and booster pump station upgrades. The design shall be based on the recommendations of the Final 03/08/04 Page 3 Preliminary Engineering Report. No flow meter or building expansions or improvements are anticipated. 2. Prepare detailed drawings, specifications and contract documents for the project. The documents shall be prepared for one construction contract and for selection of construction contractors on a competitive -bid basis. Standard ENGINEER bid forms, general conditions, and agreement (Front End) contract documents will be used. COP technical specifications will be used and supplemented by ENGINEER technical specifications as needed. Technical specifications will be in 8 %" x 11" double sided format. Specification will be written in Microsoft Word 3. Drawings will be prepared -on 22-inch by 34-inch sheets with standard ENGINEER title blocks using Microstation J. Structural, mechanical, civil, electrical and instrumentation drawings of the ground storage tank, elevated storage tank, and booster pump station will be prepared. Electrical drawings will be provided for modifications to the existing power and lighting of the storage tank site and booster pump stations. Instrumentation drawings for updates to the SCADA system will be prepared. Additional drawings will include special details of pipe connections. Engineer will convert electronic files from Microstation J to AutoCad 2000 and Acrobat Adobe format for electronic submittal at the 100% drawing level. 4. ENGINEER will make two interim submittals of the design and contract documents to the OWNER. Three sets of drawings and specifications for review at the 90 percent will be submitted. If requested, ENGINEER will transmit two sets of specifications and full-size drawings to the City of Houston at each of the submittal milestones. OWNER comments on each submittal shall be returned to ENGINEER within 30 days of receipt of the respective submittal. ENGINEER will schedule a review meeting with the OWNER to review comments and to resolve any questions on the submittals. If desired, the OWNER shall invite the City of Houston to these meetings. A total of one meeting per submittal is included. 5. An opinion of probable construction cost for the proposed work covered by the contract documents will be prepared. The opinion of probable construction cost will be based on the 90 percent complete contract documents in accordance with a Class II estimate per Association for Advancement of Cost Engineering Practice 18R-97. 6. For the 100% submittal, ENGINEER shall submit signed and sealed final contract documents to the OWNER for City Engineer signature on the cover sheet. After signature, tens sets of specifications, five sets of full-size bluelines and five sets of half-size final drawings will be submitted. 7. ENGINEER shall prepare and submit signed and sealed drawings and specifications to the the TCEQ on behalf of the OWNER. It is expected that TCEQ approval will be granted within 60 calendar days of submittal to TCEQ. Final 03/08/04 Page 4 8. Meet with permitting agencies on design objectives and performance requirements. Meetings will be held with Fort Bend County, and Fort Bend County Flood Control District. A total of six meetings is included. 9. ENGINEER will contract directly with all engineering subconsultants. ENGINEER will prepare all engineering subconsultant contracts, budgets, and schedules. Task 2 Schedule: Given the review time specified above, submittals for Task 2 will be as follows: 90% Contract Documents: 120 days after NTP for Task 2, Final Contract Documents: 150 days after NTP for Task 2. Task 3 - Bid Phase Services ENGINEER will provide the following services associated with the advertisement of the project for construction bids and award of the project for construction. This scope is based on one construction contract, however if this project is split into two construction packages over two sites, the following concurrent bid services for two packages will be performed under this task. This assumes that both packages will be bid at the same time over the same bid window. Specific services to be performed by ENGINEER for each contract are as follows. 1. Coordinate bid opening date, time, and place with OWNER, and prepare final Invitation to Bid. 2. Assist and advise OWNER in placing the advertisements of the Invitation to Bid. OWNER will place and pay for advertisements. 3. Identify potential contractors and suppliers, and distribute copies of the Invitation to Bid. 4. Provide 20 sets of contract documents (half-size) and 20 CDs of contract documents (Adobe Acrobat Reader format) for bidding purposes. Distribute the contract documents to prospective bidders, suppliers, plan rooms, and agencies for bidding purposes. Maintain a record of prospective bidders and suppliers (plan holders) to whom contract documents have been issued. 5. Distribute plan holders' list to recipients of contract documents prior to bid opening. 6. Conduct a pre -bid conference during the advertisement period. • Instruct prospective bidders and suppliers as to the types of information required by the contract documents and the format in which bids should be presented. • Review special project requirements and contract documents in general. Final 03/08/04 Page 5 • Receive requests for interpretations or clarifications which will be issued by addendum. • Prepare minutes of the conference and issue by addendum. 7. Interpret construction contract documents. Prepare and issue addenda to the construction contract documents when required. 8. Attend bid opening. Provide assistance to the City's Purchasing officer in answering questions during bid opening, make preliminary tabulation of bids, and review bids for completeness. 9. Review and evaluate the qualifications of the apparent successful bidder and the proposed major or specialty subcontractors. Review equipment and subcontractor questionnaires. The review and evaluation will include such factors as safety records, work completed, equipment that is available for the work, financial resources, technical expertise, and responses from references. 10. Prepare and distribute formal bid tabulation sheets, evaluate bids, and make a written recommendation to OWNER concerning contract award. 11. After issuance of the City's notice of award, review contractor's bonds to acknowledge Contractor submission of required bonds. ENGINEER will not verify the viability or rating of the submitted bonding agency. 12. After issuance of notice of award, furnish the Contractor with three sets of unsigned construction contract documents for signature. After Contractor signature, transmit the construction contract documents to OWNER for execution and distribution. One original signed copy will be for the Contractor, one copy to the OWNER, and one copy for ENGINEER. 13. Provide 3 sets of the full size blue lines drawings and signed specifications to the CONTRACTOR 14. Provide 5 sets of the full size blue lines drawings and signed specifications to the OWNER. Task 3 Schedule: Advertise for Bid: Within 21 calendar days of submission of Final Documents in Task 2 Bid Opening: Within 51 calendar days of submission of Final Documents in Task 2 Award to Contractor: Within 72 calendar days of submission of Final Documents in Task 2 Task 4A - Construction Phase Services ENGINEER will provide office support services during the construction phase of the project. By performing these services, ENGINEER shall not have authority or responsibility to supervise, Final 03/08/04 Page 6 direct, or control the Contractor's work or the Contractor's means, methods, techniques, sequences, or procedures of construction. ENGINEER shall not have authority or responsibility for safety precautions and programs incident to the Contractor's work or for any failure of the Contractor to comply with laws, regulations, rules, ordinances, codes, or orders applicable to the Contractor furnishing and performing the work. This scope is based on one construction contract with a total duration as specified in the attached schedule from OWNER council approval of construction contract. It is the expectation that the OWNER will provide full-time resident field inspection. Specific services to be performed by ENGINEER related to the construction contract are as follows. 1. Review the Contractor's insurance certificates and bonds and forward the certificates to the OWNER for acceptance by the OWNER's attorney. ENGINEER's review of the insurance certificates is only for the purpose of determining if the Contractor maintains the general types and amounts of insurance required by the contract documents, and is not a legal review to determine if the Contractor's insurance coverage complies with all applicable requirements. 2. Conduct a preconstruction conference. ENGINEER shall prepare an agenda for the conference, and prepare and distribute minutes. The preconstruction conference will include a discussion of the Contractor's tentative schedules, lines of communication, procedures for transmittal and review of the Contractor's submittals, processing payment applications, critical work sequencing, change orders, record documents, and the Contractor's responsibilities for safety and first aid. 3. Review and comment on the Contractor's initial and monthly updated construction schedule and advise OWNER as to acceptability. One review per calendar month is included. 4. Review the Contractor's initial and updated schedule of estimated monthly payments (estimated cash flow) and advise OWNER as to acceptability. 5. Shop Drawing Review: Review drawings and other data submitted by the Contractor as required by the construction contract documents. ENGINEER's review shall be for general conformity to the construction contract documents and shall not relieve the Contractor of any of his contractual responsibilities. Such reviews shall not extend to means, methods, techniques, sequences, or procedures of construction, or to safety precautions and programs incident thereto. ENGINEER anticipates up to review of 40 Contractor shop drawings submittals and that no more than 20 submittals will require resubmittal. It is anticipated that it will require an average of 4 hours engineer time, 1 hour of admin time, and .5 hour of Project Manager time to review submittals. 6. Receive guarantees, bonds, and certificates of inspection, and tests and approvals which are to be assembled by the Contractor in accordance with the construction contract documents, and transmit them to OWNER. 7. Provide up to 8 hours of construction observation per month for the project manager and 16 hours for a field engineer to observe progress of the work, and consult with OWNER, Final 03/08/04 Page 7 OWNER's resident engineer, and the Contractor concerning problems and/or progress of the work. 8. Interpret construction contract documents when requested by OWNER or the Contractor. Prepare and issue clarifications when required. Up to twenty (20) requests for information (RFIs) are anticipated. It is anticipated 5 hours per RFI for engineer time, 1 hour for project manager, and 1 hour for administatrive will be required. 9. Review and process the Contractor's monthly payment requests, and forward to OWNER as appropriate. ENGINEER's review shall be for the purpose of making a full independent mathematical check of the Contractor's payment request. ENGINEER shall be responsible for verifying the quantities of work which are the basis of the payment requests. 10. Provide documentation and administer the processing of up to four (4) change orders, including applications for extension of construction time. Evaluate the cost and scheduling aspects of all change orders and, where necessary, negotiate with the Contractor to obtain a fair price for the work. Said negotiation shall be subject to the approval of OWNER. Work related to unusually complex or unusually numerous claims or requests for clarifications shall be considered Supplemental Services. 11. Upon completion of the project, revise the construction contract drawings to conform to the construction records and record drawings maintained by the Contractor. Submit one set of 3- mil wash -off mylar originals and two full-size bond copies to the OWNER. As-Builts will be unsealed and unsigned, as they contain information not produced by the Engineer. 12. Analyze data from performance testing of equipment by the Contractor or supplier when the construction contract documents require the equipment to be tested after installation. Submit conclusions to OWNER. 13. Upon substantial completion, review the work and prepare a list of the items to be completed or corrected before final completion of the project (punch list). Submit a summary of the review to OWNER and the Contractor. 14. Upon completion or correction of the items of work on the punch list, conduct a final review to determine if the work is completed. Provide written recommendations concerning final payment to OWNER, including a list of items, if any, to be completed prior to making such payment. 15. Apply for consent of surety for final payment. 16. Provide a certification of completion of the work to the OWNER. Task 4 Schedule: Final 03/08/04 Page 8 Contractor Submission and City Approval of Substantial Completion: Within 360 calendar days of OWNER Notice to Proceed to Contractor Contractor Submission and City Approval for Final Completion: Within 30 calendar days of submission of Substantial Completion ENGINEER Construction Phase Services are limited to a construction duration of 390 calendar days from OWNER Notice to Proceed to the Contractor. These service cover engineering construction management for one construction package only at the existing Shadow Creek Water Plant. SUPPLEMENTAL SERVICES In addition to the basic services described above, ENGINEER will perform the following special services. 1. ENGINEER shall obtain the services of a Registered Professional Land Surveyor to perform a topographic survey on the Shadow Creek site to produce a field survey of existing facilities and topographic mapping. One set of topographic map files in digital format will be provided to the OWNER. 2. ENGINEER shall obtain the services of a geotechnical subconsultant to perform a geotechnical field investigation. The investigation shall include borings at the proposed ground storage tank and elevated storage tank site. A total of 10 borings is included. A geotechnical report identifying the findings and recommendations of the field investigation will be prepared. The geotechnical subconsultant will perform an investigation of the construction site for loading and preparation of site. Input will be provided on the requirement for this site preparation work. 3. ENGINEER shall obtain the services of a subconsultant to prepare a report of recommendations for cathodic protection systems proposed facilities. The recommendations will be incorporated into the design of the facilities. 4. FACTORY WITNESS PUMP TESTS: ENGINEER, within the 48 contiguous United States, will travel to factory of the submitted pump manufacturer to observe the pump test as required by the specifications. ENGINEER has allowed 20 hours for the test, inclusive of travel time. SPECIAL SERVICES Special Services are those services which are not included in the Basic or Supplemental Services, but may be needed at some time during the execution of the project. These Special Services will be authorized on an as -required basis by a separate notice to proceed from the OWNER. 1. With the exception of one trip to Austin to visit the TCEQ and one trip to the pump manufacturers testing facility, travel outside of Houston/Pearland area. 2. Reproduction of additional reports or contract documents not specifically identified as a Basic Service. Final 03/08/04 Page 9 3. Provide supporting information to the OWNER in support of their funding source for this project such as, but not limited to: Economic Development Agency grant or Texas Water Development Board 4. Response and incorporation of any City of Houston comments received past 45 calendar days from any submittal. 5. Any preliminary, detailed design, or construction management work for work located outside the existing Shadow Creek Water Plant location. 6. Prepare and submit permits as needed to Harris County Flood Control District. 7. Preliminary design of more4han one alternative. 8. Detailed design for more than one tank material. 9. Computer modeling of distribution system. 10. Any wetlands, environmental, or antiquities assessment. 11. Contracting, coordination of, and payment to construction testing laboratory. 12. Services required for acquisition of land, easements, and right-of-way. 13. On- or off -site materials testing 14. Resident engineering or inspection 15. Any work not identified as Basic or Supplemental Services above. SCHEDULE The anticipated duration of the entire project is approximately 22 calendar months from notice to proceed. The attached schedule outlines the allowed duration of each task and activity. 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