HomeMy WebLinkAbout2017-01-24; Municipal Water District; ; Adopt a Resolution authorizing execution of a Professional Services agreement with Kennedy/Jenks Consultants for an amount not to exceed $975,661 for the Segment 5 Recycled Water Design, Project No. 5208Item #15 January 24, 2017 Page 1 of 39
Meeting Date:
To:
From:
Staff Contact:
Subject:
Jan.24,2017
President and Board Members
Kevin Crawford, Executive Manager
Lindsey Stephenson, Associate Engineer
Lindsey.Stephenson@carlsbadca.gov or 760-603-7356
CA Review ft!
Adopt a Resolution authorizing execution of a Professional Services
Agreement with Kennedy/Jenks Consultants for an amount not to exceed
$975,661 for the Segment 5 Recycled Water Design, Project No. 5208.
Recommended Action
Adopt a Resolution authorizing execution of a Professional Services Agreement with
Kennedy/Jenks Consultants for an amount not to exceed $975,661 for the Segment 5 Recycled
Water Design, Project No. 5208.
Executive Summary
The Recycled Water Pipeline Expansion Segment 5 is part ofthe Carlsbad Municipal Water
District's (CMWD) $37 million Phase Ill Recycled Water Program and will provide recycled water
to customers in northern Carlsbad along Tamarack Avenue, Kelly Drive, Marron Road, Haymar
Drive, and El Camino Real from Chestnut Avenue to Haymar Drive. Segment 5 design will
include approximately 7 miles of recycled water pipeline and will be funded through CMWD's
State Revolving Fund low-interest loan for the Phase Ill Recycled Water Program.
Discussion
CMWD started its recycled water program in 1990 with Phase I, and by 1995 CMWD served
over 1,000 acre-feet per year (afy) of recycled water. In 2000, Phase II was implemented with
the construction of the 4-million gallons per day (mgd) Carlsbad Water Recycling Facility
(CWRF). Phase II was completed in 2008 and increased service to approximately 4,000 afy. The
Phase Ill Program began in 2012 with the preparation of a feasibility study and includes 3 mgd
expansion of the CWRF, 18 miles of new pipeline, and the construction of a 1.5 million gallon
storage tank. Currently, only the storage tank and 8 miles of pipeline remain to be constructed.
The Recycled Water Pipeline Expansion Segment 5 includes approximately 7 miles of pipeline to
provide recycled water for landscape irrigation to customers in northern Carlsbad, including the
second phase of Robertson Ranch, several existing HOAs, and existing landscape irrigation
adjacent to the roadway. Portions of the Segment 5 pipeline have already been installed by the
developer for Robertson Ranch and by the city under the El Camino Real widening work. This
current project includes the design oft he remaining portions of the Segment 5 pipeline along
Tamarack Avenue, Kelly Drive, Marron Road, Haymar Drive, and El Camino Real from Chestnut
Avenue to Haymar Drive. Design activities include: preliminary design (including survey,
potholing, and geotechnical exploration), final design, and additional engineering services
Item #15 January 24, 2017 Page 2 of 39
during bidding and construction. Segment 5 design will be funded through CMWD's State
Revolving Fund low-interest loan for the Phase Ill Program.
In addition to the remaining work on Segment 5, some small portions of recycled water pipeline
need to be installed in other locations, including a small reach of Segment 2 along Cannon Road
and a reach of Segment 7 in the Calavera Hills area.
Lastly, water main improvements also need to be completed in the vicinity of the Segment 5
recycled water work and will be included in this project to minimize construction impacts to
residents and capitalize on construction savings due to economy of scale. These water mains
will be replaced under CMWD's miscellaneous pipeline replacement program. The water main
improvements will be completed within the Palisades development near Tamarack Avenue and
El Camino Real, and throughout the development on Flower Fields Way off Avenida de Anita.
On Aug. 11, 2016, staff issued a Request for Proposals to nine qualified engineering firms with
experience in recycled water pipeline design. Seven proposals were received by staff on Sept.
14, 2016, and the proposals were evaluated by CMWD staff. The committee selected
Kennedy/Jenks Consultants as the most qualified for this project based on evaluation criteria
published in the Request for Proposals, and entered into final negotiations.
Negotiations were completed in December 2016, and the compensation for the scope of work
has been established as an amount not to exceed $975,661 for the initial three-year term. The
selection committee, in accordance with the procedures listed in Carlsbad Municipal Code
section 3.28.060, is recommending that the Board of Directors authorize the execution of the
Professional Services Agreement with Kennedy/Jenks Consultants as the consultant which
provided professional qualifications necessary for satisfactory performance, a fair and
reasonable price and demonstrated competence (Government Code section 4526).
Fiscal Analysis
The Recycled Water Pipeline Expansion Segment 5 design was approved as part of the Phase Ill
Recycled Water Program and is included in the fiscal year (FY) 2016-17 CIP Budget under
Project No. 5208 for Recycled Water Phase Ill-Pipelines. This work will be funded through
CMWD's State Revolving Fund low-interest loan for the Phase Ill Recycled Water Program.
The water pipeline design was approved as part of the FY 2016-17 CIP Budget under Project No.
3904 for Miscellaneous Pipeline Replacements. The water work is not eligible for recycled water
funding and will be clearly distinguished from the recycled water work. A summary of current
and projected project costs is as follows:
Item #15 January 24, 2017 Page 3 of 39
PROJECT COST SUMMARY FOR THE SEGMENT 5 RECYCLED WATER DESIGN,
PROJECT NO. 5208
Recycled Water Pipeline Design (Project No. 5208}
Total Estimated Costs $899,577
Current Available Balance $16,672,200
Water Pipeline Design (Project No. 3904)
Total Estimated Costs $76,084
Current Available Balance $1,085,300
Total Value of Professional Services Agreement
TOTAL ESTIMATED COST -$975,661
CURRENT AVAILABLE BALANCE $17,757,500
ADDITIONAL APPROPRIATION REQUIRED $0
Next Steps
Implementation of the Segment 5 design scope of work, leading to a set of bid documents. Staff
will return to the Board for authorization to bid.
Environmental Evaluation (CEQA)
An environmental impact assessment was conducted for the Phase Ill Recycled Water Project,
and a Mitigated Negative Declaration and Mitigation Monitoring and Reporting Program was
approved by the Board through Resolution No. 1455, on Nov. 27, 2012.
Public Notification
None required.
Exhibits
1. Resolution authorizing execution of a Professional Services Agreement with Kennedy/Jenks
Consultants for an amount not to exceed $975,661 for the Segment 5 Recycled Water
Design, Project No. 5208.
2. Location Map.
Item #15 January 24, 2017 Page 4 of 39
RESOLUTION NO. 1560
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE CARLSBAD
MUNICIPAL WATER DISTRICT BOARD (CMWDL AUTHORIZING EXECUTION
OF A PROFESSIONAL SERVICES AGREEMENT WITH KENNEDY/JENKS
CONSULTANTS FOR AN AMOUNT NOT TO EXCEED $975,661 FOR THE
SEGMENT 5 RECYCLED WATER DESIGN, PROJECT NO. 5208.
EXHIBIT 1
WHEREAS, the Board of Directors of the Carlsbad Municipal Water District, California has
determined it necessary, desirable, and in the public interest to expand the District's recycled water
system; and
WHEREAS, staff completed a feasibility study in 2012, describing the recommended facilities for
the Recycled Water Phase Ill Program, which includes the Recycled Water Pipeline Expansion Segment
5;and
WHEREAS, the Recycled Water Pipeline Expansion Segment 5 project includes approximately 7
miles of polyvinyl chloride (PVC) recycled water pipeline and recycled water services; and
WHEREAS, an environmental impact assessment was conducted for the Phase Ill Recycled
Water Project, and a Mitigated Negative Declaration and Mitigation Monitoring and Reporting Program
was approved by the Board through Resolution No. 1455, on Nov. 27, 2012; and
WHEREAS, the Board of Directors of the Carlsbad Municipal Water District, California has
determined it necessary, desirable, and in the public interest to replace portions of the potable water
system in the vicinity ofthe Segment 5 project; and
WHEREAS, to obtain professional engineering services for the design of the Recycled Pipeline
Expansion Segment 5, staff solicited proposals from nine qualified engineering firms consistent with
Carlsbad Municipal Code Section 3.28.060; and
Item #15 January 24, 2017 Page 5 of 39
EXHIBIT 1
WHEREAS, seven proposals were received and subsequent to a review of the proposals, staff
recommends Kennedy/Jenks Consultants as the consultant providing the best value for the project;
and
WHEREAS, staff and Kennedy/Jenks Consultants have negotiated compensation not to exceed
$975,661 to provide design services as described in this Professional Services Agreement; and
WHEREAS, the appropriation from the Recycled Water Fund (5208) and the Miscellaneous
Pipeline Replacement Fund (3904), is sufficient for the Professional Services Agreement.
NOW, THEREFORE, BE IT RESOLVED by the Carlsbad Municipal Water District Board of the City
of Carlsbad, California, as follows:
1. That the above recitations are true and correct.
2. The President of the Board is hereby authorized and directed to execute the Professional
Services Agreement with Kennedy/Jenks Consultants attached hereto as Attachment A, to provide
professional engineering services for the Segment 5 Recycled Water Design.
PASSED, APPROVED AND ADOPTED at a Special Meeting of the Carlsbad Municipal Water
District of the City of Carlsbad on the 24th day of January, 2017, by the following vote, to wit:
AYES: M. Hall, K. Blackburn, M. Schumacher, C. Schumacher, M. Packard.
NOES: None.
ABSENT: None.
(SEAL)
Item #15 January 24, 2017 Page 6 of 39
UTIL 1507
AGREEMENT FOR PROFESSIONAL ENGINEERING SERVICES FOR THE RECYCLED
WATER PIPELINE EXPANSION SEGMENT 5; PROJECT 5208
KENNEDY/JENKS CONSULTANTS
\ "THIS AGREEMENT is made and entered into as of the 2 5-t\1\. day of
_U_gY\tA (J\J)L_, 2017, by and between the CARLSBAD MUNICIPAL WATER DISTRICT,
a Public Agenc~anized under the Municipal Water Act of 1911, and a Subsidiary District of
the City of Carlsbad, ("CMWD"), and KENNEDY/JENKS CONSULTANTS, a California
corporation, ("Contractor'').
RECITALS
A. CMWD requires the professional services of a professional engineer that is
experienced in recycled water pipeline design.
B. Contractor has the necessary experience in providing professional services and
advice related to recycled water pipeline design.
C. Contractor has submitted a proposal to CMWD and has affirmed its willingness
and ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, CMWD and Contractor agree as follows:
1. SCOPE OF WORK
CMWD retains Contractor to perform, and Contractor agrees to render, those services (the
"Services") that are defined in attached Exhibit "A", which is incorporated by this reference in
accordance with this Agreement's terms and conditions.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional care and skill
customarily exercised by reputable members of Contractor's profession practicing in the
Metropolitan Southern California Area, and will use reasonable diligence and best judgment while
exercising its professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of three (3) years from the date first above
written. The Executive Manager may amend the Agreement to extend it for two (2) additional one
(1) year periods or parts thereof. Extensions will be based upon a satisfactory review of
Contractor's performance, CMWD needs, and appropriation of funds by the Board of Directors.
The parties will prepare a written amendment indicating the effective date and length of the
extended Agreement.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement. Any delay or default in the
performance of any obligation of Contractor under this agreement resulting from any cause(s)
beyond Contractor's reasonable control shall not be deemed a breach of this agreement. The
occurrence of any such event shall suspend the obligations of the Contractor as long as
performance is delayed or prevented thereby, and the fees due hereunder shall be equitably
adjusted.
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5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term shall not
exceed nine hundred seventy five thousand six hundred sixty one dollars ($975,661). No other
compensation for the Services will be allowed except for items covered by subsequent
amendments to this Agreement. CMWD reserves the right to withhold a ten percent (10%)
retention until CMWD has accepted the work and/or Services specified in Exhibit "A".
Incremental payments, if applicable, should be made as outlined in attached Exhibit "A".
6. PREVAILING WAGE RATES
Any construction, alteration, demolition, repair, and maintenance work, including work performed
during design and preconstruction such as inspection and land surveying work, cumulatively
exceeding $1,000 and performed under this Agreement are subject to state prevailing wage laws.
The general prevailing rate of wages, for each craft or type of worker needed to execute the
contract, shall be those as determined by the Director of Industrial Relations pursuant to the
Section 1770, 1773 and 1773.1 of the California Labor Code. Pursuant to Section 1773.2 of the
California Labor code, a current copy of applicable wage rates is on file in the office of the City
Engineer. Contractor shall not pay less than the said specified prevailing rates of wages to all
such workers employed by him or her in the execution of the Agreement. Contractor and any
subcontractors shall comply with Section 1776 of the California Labor Code, which generally
requires keeping accurate payroll records, verifying and certifying payroll records, and making
them available for inspection. Contractor shall require any subcontractors to comply with Section
1776.
7. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and
in pursuit of Contractor's independent calling, and not as an employee of CMWD. Contractor will
be under control of CMWD only as to the result to be accomplished, but will consult with CMWD
as necessary. The persons used by Contractor to provide services under this Agreement will not
be considered employees of CMWD for any purposes.
The payment made to Contractor pursuant to the Agreement will be the full and complete
compensation to which Contractor is entitled. CMWD will not make any federal or state tax
withholdings on behalf of Contractor or its agents, employees or subcontractors. CMWD will not
be required to pay any workers' compensation insurance or unemployment contributions on
behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify CMWD
and the City of Carlsbad within thirty (30) days for any tax, retirement contribution, social security,
overtime payment, unemployment payment or workers' compensation payment which CMWD
may be required to make on behalf of Contractor or any agent, employee, or subcontractor of
Contractor for work done under this Agreement. At CMWD's election, CMWD may deduct the
indemnification amount from any balance owing to Contractor.
8. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of
CMWD. If Contractor subcontracts any of the Services, Contractor will be fully responsible to
CMWD for the acts and omissions of Contractor's subcontractor and of the persons either directly
or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons
directly employed by Contractor. Nothing contained in this Agreement will create any contractual
relationship between any subcontractor of Contractor and CMWD. Contractor will be responsible
for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor
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of a subcontractor by the terms of this Agreement applicable to Contractor's work unless
specifically noted to the contrary in the subcontract and approved in writing by CMWD.
9. OTHER CONTRACTORS
CMWD reserves the right to employ other Contractors in connection with the Services.
10. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless CMWD and the City of Carlsbad, their officers,
officials, employees and volunteers from and against all claims, damages, losses and expenses
including attorney's fees arising out of the performance of the work described herein caused by
any negligence, recklessness, or willful misconduct of the Contractor, any subcontractor, anyone
directly or indirectly employed by any of them or anyone for whose acts any of them may be liable.
The parties expressly agree that any payment, attorney's fee, costs or expense CMWD or the
City of Carlsbad incurs or makes to or on behalf of an injured employee under the their self-
administered workers' compensation is included as a loss, expense or cost for the purposes of
this section, and that this section will survive the expiration or early termination of this Agreement.
11. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property which may
arise out of or in connection with performance of the services by Contractor or Contractor's
agents, representatives, employees or subcontractors. The insurance will be obtained from an
insurance carrier admitted and authorized to do business in the State of California. The insurance
carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus
line insurer on the State of California's List of Approved Surplus Line Insurers (LASLI) with a rating
in the latest Best's Key Rating Guide of at least "A:X"; OR an alien non-admitted insurer listed by
the National Association of Insurance Commissioners (NAIC) latest quarterly listings report.
11.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below, unless the
Risk Manager or Executive Manager approves a lower amount. These minimum amounts of
coverage will not constitute any limitations or cap on Contractor's indemnification obligations
under this Agreement. CMWD, its officers, agents and employees make no representation that
the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are
adequate to protect Contractor. If Contractor believes that any required insurance coverage is
inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems
adequate, at Contractor's sole expense. The full limits available to the named insured shall also
be available and applicable to CMWD as an additional insured.
11.1.1 Commercial General Liability Insurance. $2,000,000 combined single-limit per
occurrence for bodily injury, personal injury and property damage. lfthe submitted policies contain
aggregate limits, general aggregate limits will apply separately to the work under this Agreement
or the general aggregate will be twice the required per occurrence limit.
11.1.2 Automobile Liability (if the use of an automobile is involved for Contractor's
work for CMWD). $1,000,000 combined single-limit per accident for bodily injury and property
damage.
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11.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation
limits as required by the California Labor Code. Workers' Compensation will not be required if
Contractor has no employees and provides, to CMWD's satisfaction, a declaration stating this.
11.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor's
profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a
period of five years following the date of completion of the work.
11.2. Additional Provisions. Contractor will ensure that the policies of insurance required under
this Agreement contain, or are endorsed to contain, the following provisions:
11.2.1 CMWD will be named as an additional insured on Commercial General
Liability which shall provide primary coverage to CMWD.
11.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability,
which will be written as claims-made coverage.
11.2.3 This insurance will be in force during the life of the Agreement and any
extensions of it and will not be canceled without thirty (30) days prior written notice to CMWD sent
by certified mail pursuant to the Notice provisions of this Agreement.
11.3 Providing Certificates of Insurance and Endorsements. Prior to CMWD's execution of
this Agreement, Contractor will furnish certificates of insurance and endorsements to CMWD.
11.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance
coverages, then CMWD will have the option to declare Contractor in breach, or may purchase
replacement insurance or pay the premiums that are due on existing policies in order to maintain
the required coverages. Contractor is responsible for any payments made by CMWD to obtain or
maintain insurance and CMWD may collect these payments from Contractor or deduct the amount
paid from any sums due Contractor under this Agreement.
11.5 Submission of Insurance Policies. CMWD reserves the right to require, at any time,
complete and certified copies of any or all required insurance policies and endorsements.
12. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the
Agreement, as may be amended from time-to-time.
13. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this
Agreement. All records will be clearly identifiable. Contractor will allow a representative of CMWD
during normal business hours to examine, audit, and make transcripts or copies of records and
any other documents created pursuant to this Agreement. Contractor will allow inspection of all
work, data, documents, proceedings, and activities related to the Agreement for a period of three
(3) years from the date of final payment under this Agreement.
14. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant
to this Agreement is the property of CMWD. In the event this Agreement is terminated, all work
product produced by Contractor or its agents, employees and subcontractors pursuant to this
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Agreement will be delivered at once to CMWD. Contractor will have the right to make one (1) copy
of the work product for Contractor's records.
15. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in CMWD and
Contractor relinquishes all claims to the copyrights in favor of CMWD.
16. NOTICES
The name of the persons who are authorized to give written notices or to receive written notice
on behalf of CMWD and on behalf of Contractor under this Agreement.
ForCMWD
Name Lindsey Stephenson, P.E.
Title Associate Engineer
Carlsbad Municipal Water District
Address 5950 El Camino Real
Carlsbad, CA 92008
Phone 760-603-7356
For Contractor
Name Sarah Williams, P.E.
Project Manager/Principal Civil
Title Engineer and Client Team Leader
Address 9665 Granite Ridge Drive, Suite 210
San Diego, CA 92123
Phone
E-mail
858-676-7508
SarahWilliams@kennedyjenks.com
Each party will notify the other immediately of any changes of address that would require any
notice or delivery to be directed to another address.
17. CONFLICT OF INTEREST
Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the
requirements of the City of Carlsbad Conflict of Interest Code. The Contractor shall report
investments or interests in all four categories.
18. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and regulations
which in any manner affect those employed by Contractor, or in any way affect the performance
of the Services by Contractor. Contractor will at all times observe and comply with these laws,
ordinances, and regulations and will be responsible for the compliance of Contractor's services
with all applicable laws, ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986
and will comply with those requirements, including, but not limited to, verifying the eligibility for
employment of all agents, employees, subcontractors and consultants that the services required
by this Agreement.
19. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination and harassment.
20. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will
be used to resolve any questions of fact or interpretation not otherwise settled by agreement
between the parties. Representatives of Contractor or CMWD will reduce such questions, and
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their respective views, to writing. A copy of such documented dispute will be forwarded to both
parties involved along with recommended methods of resolution, which would be of benefit to
both parties. The representative receiving the letter will reply to the letter along with a
recommended method of resolution within ten (1 0) business days. If the resolution thus obtained
is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the
Executive Manager. The Executive Manager will consider the facts and solutions recommended
by each party and may then opt to direct a solution to the problem. In such cases, the action of
the Executive Manager will be binding upon the parties involved, although nothing in this
procedure will prohibit the parties from seeking remedies available to them at law.
21. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, CMWD may
terminate this Agreement for nonperformance by notifying Contractor by certified mail of the
termination. If CMWD decides to abandon or indefinitely postpone the work or services
contemplated by this Agreement, CMWD may terminate this Agreement upon written notice to
Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any
documents owned by CMWD and all work in progress to CMWD address contained in this
Agreement. CMWD will make a determination of fact based upon the work product delivered to
CMWD and of the percentage of work that Contractor has performed which is usable and of worth
to CMWD in having the Agreement completed. Based upon that finding CMWD will determine the
final payment of the Agreement.
Either party upon tendering thirty (30) days written notice to the other party may terminate this
Agreement. In this event and upon request of CMWD, Contractor will assemble the work product
and put it in order for proper filing and closing and deliver it to CMWD. Contractor will be paid for
work performed to the termination date; however, the total will not exceed the lump sum fee
payable under this Agreement. CMWD will make the final determination as to the portions of tasks
completed and the compensation to be made.
22. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or person, other
than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that
Contractor has not paid or agreed to pay any company or person, other than a bona fide
employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration
contingent upon, or resulting from, the award or making of this Agreement. For breach or violation
of this warranty, CMWD will have the right to annul this Agreement without liability, or, in its
discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full
amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee.
23. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any agreement claim submitted to CMWD must
be asserted as part of the agreement process as set forth in this Agreement and not in anticipation
of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is
submitted to CMWD, it may be considered fraud and Contractor may be subject to criminal
prosecution. Contractor acknowledges that California Government Code sections 12650 et seq.,
the False Claims Act applies to this Agreement and, provides for civil penalties where a person
knowingly submits a false claim to a public entity. These provisions include false claims made
with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of
information. If CMWD seeks to recover penalties pursuant to the False Claims Act, it is entitled to
recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a
false claim may subject Contractor to an administrative debarment proceeding as the result of
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which Contractor may be prevented to act as a Contractor on any public work or improvement for
a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is
grounds for CMWD to terminate this Agreement.
24. JURISDICTION AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of enforcing a right
or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the
County of San Diego, State of California, and the parties waive all provisions of law providing for
a change of venue in these proceedings to any other county.
25. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon CMWD and
Contractor and their respective successors. Neither this Agreement nor any part of it nor any
monies due or to become due under it may be assigned by Contractor without the prior consent
of CMWD, which shall not be unreasonably withheld.
26. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it, along
with the purchase order for this Agreement and its provisions, embody the entire Agreement and
understanding between the parties relating to the subject matter of it. In case of conflict, the terms
of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions
may be amended, modified, waived or discharged except in a writing signed by both parties.
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27. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of
Contractor each represent and warrant that they have the legal power, right and actual authority
to bind Contractor to the terms and conditions of this Agreement.
CONTRACTOR
Kennedy/Jenks Consultants, a California
corporation
By: c;;i1 f !I&~;;;
(sign hereJ
I"?ttr d<-T ~ vr;. fo...,
(print name/ti le)
'\>let.c)C ~ee 'A-'t;c~dliY-cttt
By:
(sign here)
(print name/title)
CARLSBAD MUNICIPAL WATER
DISTRICT, a Public Agency organized under
the Municipal Water Act of 1911, and a
Subsidiary District of the City of Carlsbad
MA ALL
President
ATTEST:
Secretary
If required by CMWD, proper notarial acknowledgment of execution by contractor must be
attached. If a corporation, Agreement must be signed by one corporate officer from each of the
following two groups.
Group A
Chairman,
President, or
Vice-President
;{) ,~II
Group B
Secretary,
Assistant Secretary,
CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant
secretary under corporate seal empowering the officer(s) signing to bind the corporation.
APPROVED AS TO FORM:
CELIA A. BREWER, General Counsel
By:~~
Deputy General Counsel
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CORPORATE SECRETARY'S CERTIFICATE
AUTHORIZATIONS TO SIGN PROFESSIONAL SERVICES AGREEMENTS & CONTRACTS
I, Donald R. Weiden, Corporate Secretary of Kennedy/Jenks Consultants, Inc., hereby certify
that the following Resolution was adopted by the Board of Directors of this Corporation on 20
April2012:
RESOLVED, that this Corporation authorizes each Officer, and any
employee who is designated in writing by the President, to, after
completing review procedures, sign proposals and enter into agreements
for professional services and general business purposes (excluding real
estate leases, real estate rental agreements and banking transactions),
on behalf of the Corporation.
And, I certify that Patrick T. Huston is a Vice President of Kennedy/Jenks Consultants, Inc., and
as an officer of the firm is authorized to sign proposals and enter into any Agreements for
professional services with any existing or prospective client.
CERTIFIED: Dated I z-/t ~/?£?; ~ • I
9~£#~
Donald R. Weiden
Corporate Secretary
Kennedy/Jenks Consultants, Inc.
[Corporate Seal]
Item #15 January 24, 2017 Page 15 of 39
CALIFORNIA ALL-PURPOSE
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State of California }
County of San Diego }
on 0\ l3JJon before me, Kassandra Aguirre, Notary Public
(Here insert name and title of the officer)
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his~hlir/t~~ir signature( on the instrurne_ t the persol)(s), or the ~~ity upon behalf of
wh1cl. th!fperso'J) a ted, executed the mstrument/
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.
!fowu/Jp a,~
N6tafYPUblic Signature r (Notary Public Seal)
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Item #15 January 24, 2017 Page 16 of 39
EXHIBIT A
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
SCOPE OF WORK
Project Description
The CMWD started its recycled water program in 1990 with preparation of its 5-phase Recycled Water
Master Plan (RWMP}, which was accepted and approved by the Board through adoption of Resolution
No. 779 on March 3, 1992. Based on the adopted Recycled Water Master Plan the Phase I Project was
designed and construction completed in 1995, and the Phase II Project was subsequently completed in
2008. The total recycled water demand is now averaging approximately 4,100 acre-feet per year (afy}.
On November 6, 2012, an updated 2012 RWMP was accepted and approved by the Board through
adoption of Resolution No. 1450. The 2012 RWMP documented the capabilities of the existing system,
evaluated potential pipeline system expansions, and provided recommended pipeline system
expansions and treatment supply sources for a Phase Ill project and also a build out project.
Phase Ill Recycled Water Program
Based on information contained in the 2012 RWMP, a Feasibility Study for a Phase Ill Recycled Water
Project was completed in June 2012 showing the recommended facilities to supply an additional
estimated average annual demand of 3,135 afy increasing the total demand from approximately 4,100
afy to 7,235 afy, a 76 percent increase in demand. To provide the recycled water to the user sites, the
Phase Ill project includes four major components:
(1} Construction of 18 miles of pipeline ranging in size from 4-inches to 18-inches in diameter. With
reference to the 2012 RWMP the following Pipeline Expansion Segments are included 1A, 2, 4A,
5, 7, 8, 9 and 18. As of this RFP, Segments 1A, 2, 7, 8, 9, 18, and portions of 5 have either been
constructed under separate projects or are in final design under separate agreements.
(2} Installing 156 metered service connections.
(3} Expanding the capacity of the Carlsbad WRF from 4.0 mgd to 7.0 mgd.
(4} Constructing a 1.5 MG storage reservoir at CMWD's Twin D reservoir site.
The Feasibility Study was modified slightly in August 2013 to be submitted in support of the program's
SRF application, and this is the most recent documented analysis of Segment 5. However, water
conservation and some users have changed, so the Segment 5 demands and alignment need to be
refined.
Segment 5 Overview
Recycled Water Pipeline Expansion Segment 5 will provide recycled water to customers in northern
Carlsbad as part of the Pressure Zone 384, extending north along El Camino Real to serve the second
phase of Robertson's Ranch, several existing HOAs, and existing landscape irrigation. Figure 1 shows the
entire span of Segment 5. Segment 5 was broken down into sub-segments due its size and differing
implementation needs.
Two portions of Segment 5 have already been installed. The developer for Robertson's Ranch has
already installed Sub-segment 5-0 on El Camino Real from Cannon to Tamarack, and the City installed
Segment 5-2 on El Camino Real from Tamarack to Chestnut while completing a construction project to
widen El Camino Real along that same stretch.
1
Item #15 January 24, 2017 Page 17 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
This current project will design Sub-Segments 5-1 and 5-3. Sub-Segment 5-1 extends off El Camino Real
to services along Tamarack and Kelly. Sub-Segment 5-3 extends along El Camino Real from Chestnut to
Haymar and along Marron Road.
Sub-Segment 5-4 is not currently planned but this project will include provisions for future build-out
north of Sub-Segment 5-3 to the north. There is also a possibility that a future recycled water program
will expand into Carlsbad Village, and provisions for this future build-out should be considered.
In addition to the remaining work on Segment 5, some small portions of recycled water pipeline need to
be installed in other locations, including a small stretch of Segment 2 along Cannon Road a stretch of
Segment 7 to close a loop on Tamarack.
Pipeline Expansion Segment 5-1
Pipeline Expansion Segment 5-1 extends off ECR along Kelly Drive and into HOAs along Tamarack. The
sub-segment consists of approximately 7,500 LF of 8-inch, 9,500 LF of 6-inch and 6,300 LF of 4-inch PVC
C-900 pipelines and approximately 7 service laterals to service the 384 HGL Recycled Water Zone. More
customers may be identified as part of this project.
The planned alignment is shown in Figure 1, and the planned customers are shown in Table 1.
Approximately 1,500 LF of 8-inch and 175 LF of 6-inch potable waterlines within the Flower Fields
development will be replaced with in-kind diameter PVC pipe, as shown in Figure 4. Recycled water will
be designed up to the meter serving the Flower Fields development.
Within Zone 446 (Palisades HOA development, west of El Camino/Tamarack), approximately 770 LF of
14-inch potable water pipelines will be demolished as shown on Figure 5. Approximately 1,800 LF of 4-
inch potable water pipelines in the area shown on Figure 5, north and south of Tamarack, will be upsized
to 6-inch PVC pipe.
Pipeline Expansion Segment 5-3
Pipeline Expansion Segment 5-3 consists of approximately 14,600 LF of 8-inch and 600 LF of 6-inch PVC
C-900 pipelines and approximately 5-7 service laterals.
The planned alignment is shown in Figure 1, and the planned customers are shown in Table 1.
Complete Pipeline Expansion Segment 2
Segment 2 needs to be completed along Cannon Road from Avenida Encinas to Carlsbad Boulevard,
including a crossing under the railroad. This portion was included in the Phase Ill Program and is part of
the existing CEQA Plus plans.
This small portion of Segment 2 consists of approximately 1,500 LF of 8-inch PVC C-900 pipelines to
service the 384 HGL Recycled Water Zone. There will be at least one service lateral to a park at the
corner of Cannon and Carlsbad Boulevard.
The planned alignment is shown in Figure 2.
Loop Pipeline Expansion Segment 7 (Future Authorization)
CMWD would like to close the loop on Segment 7 along Tamarack, which was installed in 2015.
However, this work will only proceed if a CEQA Plus amendment is completed because of changes to
work on Segment 5 that were not included in the original CEQA Plus plans. This small portion of Segment
7 consists of approximately 900 LF of 6-inch PVC C-900 pipelines to service the 580 HGL Recycled Water
Zone.
2
Item #15 January 24, 2017 Page 18 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Each task for this loop is to be considered optional and will not be pursued without written approval
from CMWD.
The planned alignment is shown in Figure 3.
Funding
As CMWD was developing the Phase Ill program, funding sources were also pursued. On November 27,
2012, the Board authorized staff to submit an application for California State Water Resources Control
Board Loan and approve and authorize dedication of a revenue source for the Carlsbad Municipal Water
District's repayment of the California State Water Resources Control Board's Loan and dedication of a
capital reserve fund for the Phase Ill Recycled Water Project. The project will incorporate the SRF
funding requirements.
Table 1-Planned Customers from Feasibility Study (based on Figure 4.5 from Feasibility Study)
Sub-Customer Estimated
Segment ID Customer Name Average Annual
Demand (afy)
5-1 COlO Tamarack Point HOA 42.0
5-1 C040 Kelly Elementary School (Group) 10.5
5-1 C078 City of Carlsbad Parks 4.6
5-1 C140 Irrigation Meters in Palisades and Telescope HOA 11.7
5-1 C163 Existing Colony at Calavera Irrigation Meters 7.2
5-1 Total 76.0
5-3 C021 Pan Pacific Retail Prop Inc 19.5
5-3 C027 Full Range Prty LLC (Carlsbad Golf Center) 17.5
5-3 C029 Plaza Camino Real 25.6
5-3 C165 Existing Landscape Meters at Marbella (Apartment 2.0 Complex)
5-3 C104 Hosp Grove Park 2.0
S-3 Total 66.6
3
Item #15 January 24, 2017 Page 19 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Figure 1 Alignments for Sub-Segments 5-1 and 5-3 (based on Figure 5 from Feasibility Study)
I Cf&4 •
C03~
...
SegmentS
U.,•IMI .... ..
Phlln IN A•cyclef 'I'IW!or CLIIO,OIIIOI!I"'
fGII:IIDuAitft IDI .lilo_ ... _.
e l:llw..,.,.••••~,...,.~ ..... _., .. ~ ..... .
RKllfdMI w ...... il'lpllll.-,. ' ~~
,.7.50=1:J,&OOiillllllii3iiii,OOO • Feel!
Plpellna Expansion
SegmentS
Recycled Water Phase Ill
CMWD
6
Item #15 January 24, 2017 Page 20 of 39
SOW -PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Figure 2 Alignment to Complete Segment 2, Dashed Portion Only (based on Figure 4.3 of Feasibility
Study)
Agua Hedionda
Lagoon
_________ ....-
____ ...--
...
\ ~ 1.o
.. ' ~~.~ '.\ '·
I"' C1
•.\
\
\·
' ., I
Segment2
L•g•nd
Phase Ill Recycled Wat...-Customers
(Customer /D)
• E.po""""'Pt_.t2 e otMr fltuts. ld l:.J;~JtaP Protoc&s e .-qacwnt lo Ol!lfinSI
Recycl•d Water Pipelines
-9sti"9R•IO)'clttd W...r~,.s
-~:.~~~.,
• • • CorrcJhrte &penacm SetJ111511 .. 2 iRFP)
_.,_._..S.gmant( ....... """"""'*"J
-··· Oth8t P~ In PIP'Illnw
Recycled Wster Fscilitiu
• PumpSIIolion
B F'PM~ R•g~'"'t~no suuoo (PRS) ........
""'RltHf\Or
• lnac ... 'NR~
• Inactive Pump sa ... an
"'-18r~
c.-..Cily~
San o;.,. c-CCMwoBD~ry
0 400 800 1.600 --===---Feet
Pipeline Expansion
Segment 2
Recycled Water Phase Ill
CMWD
8/9/16
Figure 3 Alignment to Loop Segment 7 (figure based on Figure 4.6 of Feasibility Study)
7
Item #15 January 24, 2017 Page 21 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
AVALON_
~ERKELEY
---I-C. ~ c c. a: ~0 zu. !11Z ;5
l'IBURON rn
SEABURY
BROOKWOOD
BARRANCA
Segment7
Lagend
Phase Ill Racyt::l.cl Water Cus.tomers
(Cusk>,....,.ID) • c..-....... 17
• Othw PIYH •1 Eq;J~nsloo PrvJIII'd5
• Adf-tut: o EJC~~;bng
Recycled Wale' Pipeline•
-Enlbng R~;~qodllld W...1 ~ ........ -o.--~n~-7~•011'
---Oth• Ptau II P4 .. .,._ -· RKyc:led Water Fitcllilles
• P ..... !ilo1llott
8 -~-•s•-<I"'S"J •-.. • -F ·-._ .. "" ·---':"
0 285 570 1,140 •--==---==---• Feet
Pipeline Expansion
Segment 7
Recycled Water Phase Ill
CMWD
8/9/2016
8
Item #15 January 24, 2017 Page 22 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Figure 4. Flower Fields Pipe Replacement
FLov.ER FIELDS DEVELOPMENT •
MULTIPLE MAIN BREAKS;
MATERIAL ISSUE, POSSIBI. Y
SOIL-RELATED· COMPLETE
REPLACEMENT OF Wt.TER Llt(ES
7
Item #15 January 24, 2017 Page 23 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Figure 5. Zone 446 Replacement and Demolition.
REPLACE 4" AND 8'' ACP
2A1 THROUGH PALISADES
8
Item #15 January 24, 2017 Page 24 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Scope of Services
Consultant's services shall include preparation of plans, reports, estimates, and technical specifications
necessary to complete engineering design of the Project as defined herein and to competitively bid the
project. All tasks labeled "Future Authorization" will only be authorized upon written approval by the
CMWD's Project Manager.
The plans, designs, specifications, estimates, calculations, reports, and other documents furnished under
this Scope of Services shall be a product of neat appearance, well organized, technically and
grammatically correct, checked, and having the maker and checker identified. The minimum standard of
appearance, organization, and content of the plans, estimates, calculations, reports, and other
documents shall conform to applicable CMWD and City of Carlsbad standards and manuals, except
where noted herein.
Changes to the Scope of Services will not be made without an amendment to the agreement.
Consultant will not be compensated for services provided prior to approval of a change to the
Scope of Services. The CMWD will not reimburse any services provided by Consultant that are not
covered by the Scope of Services.
The following is an itemized breakdown of the professional and technical engineering services
required for preparation of the plans, specifications, and estimates for the Project.
Task 1: Refine Demands and Alignment
Recycled water demands were last analyzed in detail in 2012-2013. Under this task, Consultant
shall refine the demands and alignment based on more updated information.
Subtask 1.1 Data Collection
Consultant shall request and review updated meter data and locations.
Data collected as part of the 2012 RW Feasibility Study, including GIS and digital files, will be reviewed
and supplemented by (1) recent water meter data for all customers in the vicinity of planned alignments,
(2) updates on planned new development including expanding into Carlsbad village and (3) available
information for commercial or industrial process water demands. Consultant's team will work with the
City's operations staff and perform field reconnaissance to determine exact locations of existing water
meters for customers in Table 1 and to determine the most appropriate demand data to use for
estimating future recycled water deliveries. Based on this research, the alignment will be revised as
necessary for accuracy and for optimization of recycled water usage.
Subtask 1.2 Refine Demands
Consultant shall update demands for larger customers identified in the 2012/2013 planning documents
and identify actual meter locations.
Consultant shall also identify additional potential customers to be served by service laterals along
the proposed alignment within an approximate 500-foot buffer of the proposed distribution alignment
that would justify an additional distribution pipeline. This task shall include updating estimated demands
and considerations necessary to convert users to recycled water. A recycled water survey map and
table will be developed based on the information reviewed in Subtask 1.1 to confirm meter locations to
be served by the recycled water system, validate demands, confirm peaking factor design criteria
provided by the City, and identify potential additional customers. Based on discussions with CMWD,
this subtask may include communication with neighboring agencies, the carlsbad Energy Center
and other large customers to confirm use patterns, customer based level of service requirements
and schedules for planned developments. It is assumed that the existing recycled water model
7
Item #15 January 24, 2017 Page 25 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
would be utilized to confirm flows and pressure requirements in the existing system and sizing
requirements for the planned system under a separate contract. The feasibility for conversion to
recycled water will be based on information obtained through discussions with CMWD, potential
users and Kennedy/Jenks' experience successfully converting over 600 customers to recycled water.
At upcoming Progress Meeting (Progress Meetings scoped under Subtask 5.3}, review map and table of
the additional potential customers with CMWD to jointly decide if any of the new customers are worth
pursuing further.
Subtask 1.3 Refine Alignment
Based on results of prior subtasks, evaluate feasibility of refining or expanding alignment to include
actual meters and incorporate additional users. Review estimated costs against potential demands, and
recommend pipeline refinements to pick up more customers. A conceptual-level unit life cycle cost
comparison will be developed to identify a phasing approach based on the most cost effective
alignments along with other non-cost considerations.
Review recommendations with CMWD at next Progress Meeting (Progress Meetings scoped under
Subtask 5.3}.
Subtask 1.4 Update Feasibility Study
An addendum to the Feasibility Study will be developed under Subtask 1.4 to memorialize significant
findings and updates from market assessment and demand updates in a succinct Feasibility Technical
Memorandum (TM) and support the design work in future tasks. It is not anticipated at this time that
additional hydraulic modeling will need to be performed, however, in the case that it is needed
Kennedy/Jenks will coordinate with the City's on-call subconsultant for hydraulic modeling to confirm
simulated velocity and pressure are within design criteria and to confirm the sizing of conveyance
facilities for the proposed alignment extensions. A draft Feasibility TM will be prepared including a
revised alignment figure, updated customer table, and associated cost estimate, and CMWD will review
and provide one round of comments prior to finalization of the Feasibility TM.
Subtask 1.5 CEQA Plus Amendment (Future Authorization)
If the final pipeline alignment varies from that proposed in the Feasibility Study, with written approval
from CMWD, complete a CEQA Plus amendment to include the new portions of pipeline and the
Segment 7 loop. The Segment 7 loop will only be pursued if a CEQA Plus amendment is required. This
scope assumes that the proposed modifications to the project description would not result in any new
or substantially worsened significant adverse impacts, and thus an Addendum would be the appropriate
approach to revising the CEQA document, if deemed necessary.
Subtask 1.6 Segment 7 Loop Feasibility Study(FutureAuthorization)
If a CEQA Plus amendment has to be completed, with written approval from CMWD, incorporate the
pipeline that will close the loop on Segment 7 on Tamarack into the Tech Memo updating the relevant
sections of the Feasibility Study (Subtask 1.4).
Task 2 Preliminary Design
Subtask 2.1 Field Reconnaissance
Meet with design team, CMWD engineering, and CMWD recycled water conversion team to:
• Confirm feasibility of customers.
8
Item #15 January 24, 2017 Page 26 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
• Locate proposed services
• Bo become familiar with the alignment corridor
• Develop a photographic inventory
• Identify difficult construction areas
• Identify potential utilities
• Identify potentiallaydown areas
Subtask 2.2 Data Collection and Review
Consultant shall obtain and review all available reports, right-of-way maps, drawings, and standard
specifications from CMWD, the City of Carlsbad, and from other local agencies.
Consultant shall collect and review utility maps and easement information regarding abandoned,
existing, and proposed utilities corresponding to the proposed pipeline alignment. It is anticipated that
the pipeline alignment will be in paved roadways of public streets and in existing 30-foot wide easement
through private property and private streets. Utility maps shall be reviewed to determine potential
conflicts with the proposed pipeline. A utility search and conflict resolutions shall be coordinated with
the following agencies including, but not limited to:
• San Diego Gas & Electric
• Telephone
• Cable television companies
• Other local utilities
Provide list to CMWD of any charges required by the utility agencies to generate these maps for review
and to gain consensus. With prior written approval, CMWD will pay any charges required by the utility
agencies and/or the entity that is associated with providing utility maps for the purpose of locating
utilities for design of the Project.
Consultant shall collect and review record drawings for active projects that may be completed at the
time of this project, including Desalination Pipeline, majority of Segment 2 recycled water completed
under another contract, and Segment 7 recycled water. It is assumed that CMWD will provide all record
drawings in its possession for active projects in the vicinity of the proposed alignment at the time of
project kickoff. In the event that record drawings for these projects are not yet available at this time,
CMWD will communicate any significant changes to Consultant.
Subtask 2.3 Potholing
Prepare and submit list of proposed potholing locations. Review at a next Progress Meeting (Progress
Meetings scoped under Subtask 5.3) to verify which potholes to complete.
For potholes to be completed, Consultant shall arrange with utility owners mark-outs and potholing of
existing utilities in areas of proposed pipeline alignment conflict. Consultant shall locate facilities to
determine their physical size (if possible), horizontal location and alignment (if possible), and vertical
elevation at the pothole locations. Air vacuum extraction technology will be utilized for the verification
of existing utilities.
Include 40 pothole locations in the scope of work based on utilizing an air vacuum extraction firm such
as Underground Solutions, Inc. or approved equal who are familiar with all City of Carlsbad requirements
for completing this effort including traffic control and pavement replacement. Assuming that trench will
be in the same location as pothole, patch with Perma-Patch or approved equal. In the event that the
9
Item #15 January 24, 2017 Page 27 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND S-3)
location does not end up being in the trench, include in specifications that contractor will be required to
repair with hot asphalt. Consultant will advise Utilities Department if additional potholing beyond the
number set is recommended.
Following markouts and potholing of the existing utilities, Consultant will field survey PKs set by the
potholer, reference points to pothole locations, and provide coordinate and elevation data for each. This
information will be presented on the construction drawings. Consultant shall identify and plot on all
drawings the locations of all above and below ground utilities and facilities that are along the pipeline
alignment and provide recommendations to remedy conflicts.
Cultural monitoring may be required for certain pothole locations. CMWD will contract separately with a
cultural monitor for that work. Consultant will be expected to coordinate activities with CMWD with
sufficient notification to ensure cultural monitor is present.
Potholing will be performed when the refined alignment has been finalized and utility research subtasks
are complete.
Subtask 2.4 Surveying and Mapping
Consultant shall field verify existing survey control points and benchmarks within and adjacent to the
project limits, and set an adequate number of control points for construction staking control. Consultant
will research County of San Diego and City of Carlsbad control data survey control points and
benchmarks within and adjacent to the project. Consultant will set aerial panels as needed to produce
mapping to National Map Accuracy standards and will tie them to the project control.
Consultant shall develop topographic survey by photogrammetric methods for the pipeline alignment.
The mapping will include 1-foot contour intervals at 1 inch = 40 feet scale and labeled California
Coordinate System grid ticks. The survey will be provided in digital format with 3-dimensional elevation
contours for AutoCAD software format, compatible with CMWD's software. Mapping will extend 10 feet
beyond right-of-way line on each side of streets within the pipeline corridor. Photo coverage will be a
minimum of 10 feet beyond right-of-way line on each side of streets within the pipeline corridor.
Consultant shall field check aerial survey data and shall survey invert elevations of culverts and drain
pipes and elevation of top of water valve operating nuts within the mapped area.
Consultant shall review City, County, and SDG&E right-of-way maps, records, to verify existing rights-of-
way along the pipeline corridor. Determine additional permanent and temporary right-of-way
requirements for proper construction, operation, and maintenance of the pipeline and appurtenances.
Consultant will obtain City of Carlsbad's GIS mapping of parcels to superimpose existing parcel lines
along the pipeline corridors on the topographic mapping. Existing rights-of-way will be mapped from
street improvement plans and mapped locations of right-of-way centerline monuments. No survey ties
or right-of-way analysis are included in this task.
Upon NTP, the surveyor will be given authorization to obtain aerial imagery for the alignment and
nearby surrounding area, excluding the Segment 7 loop, which would be conducted as part of a future
authorization (Subtask 2.7}. The field survey of Segment 2 (Cannon Rd} including topographic survey and
plotted utilities in CAD, will be conducted first in order to prepare the associated drawings as early as
possible for use with NCTD coordination and permitting efforts, as it is a critical path item. Next, the
surveyor will perform the field survey in the areas of the alignment that have already been confirmed
and predesign on these areas will begin. The detailed CAD survey will not be performed for Segment 7
loop at this time, but may be completed as part of a future authorization (Subtask 2. 7}, as previously
10
Item #15 January 24, 2017 Page 28 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
mentioned. Finally, as part of a future authorization, the surveyor will map any additional alignment
that may have been updated based on Subtask 1.3.
Subtask 2.5 Geotechnical Investigation
Consultant shall prepare a separate geotechnical investigation to assist in the design and construction of
the proposed pipeline and appurtenant facilities. The investigation shall include review of available
information (consisting of available geotechnical reports, geological maps, and stereoscopic aerial
photographs), geotechnical field reconnaissance, site visit to mark boring locations and meet with
Underground Service Alert for utility clearance, acquisition of permits necessary for the boring work,
traffic control for soils borings, soils borings, laboratory testing, and preparation of a geotechnical
report. The report shall bear a State of California Certified Engineering Geologist or Registered
Professional Engineer seal with the signature, license number, and registration certificate expiration
date of the geologist or engineer responsible for the preparation of the report presenting the results of
the investigation.
Consultant shall conduct soil borings, perform laboratory tests, and analyze test data. The field
exploration program will consist of drilling, logging, and sampling exploratory test borings with a truck
mounted drill rig along the proposed pipeline alignment. At upcoming Progress Meeting, review
proposed boring locations with Utilities Department prior to drilling.
Borings shall be drilled to a depth of 10 to 15 feet below the existing ground surface (or refusal) at about
1,000 foot intervals along the remainder of the alignment, for a total of 32 borings. Bulk and in-place
samples of the encountered soils will be collected and transported to the laboratory for testing.
Geotechnical laboratory testing shall be performed on selected samples and will consist of in-situ
moisture content and dry density, grain size analyses, Atterberg limits, shear strength, corrosivity. Pull
sufficient sample in the event that additional tests, such as consolidation and El, need to be performed.
In the event the existence of hydrocarbons is discovered by Consultant during drilling, Consultant shall
immediately notify the Utilities Department and seal the hole. Environmental sampling and testing of
the subsurface soils is not part ofthis work.
Assuming that trench will be in the same location as boring, patch with Perma-Patch or approved equal.
In the event that the location does not end up being in the trench, include in specifications that
contractor will be required to repair with hot asphalt.
The geotechnical report will address geotechnical aspects of the alignment as related to pipeline design.
Design recommendations for bearing capacity, soil modulus "E'", pipe flexibility, backfill and compaction
requirements, pipe bedding, thrust blocks, pavement replacement will be made and included in the
geotechnical report. Site conditions, earth materials, soil properties, slope stability, trenching, shoring,
groundwater, excavation difficulty, liquefaction potential, anticipated corrosion potential of on-site soils,
and seismology will be described and discussed.
Consultant shall obtain all required permits and perform required traffic control for the purposes of
geotechnical investigation drilling
Cultural monitoring may be required for certain boring locations. CMWD will contract separately with a
cultural monitor for that work. Consultant will be expected to coordinate activities with CMWD with
sufficient notification to ensure cultural monitor is present.
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Item #15 January 24, 2017 Page 29 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Subtask 2.6 Preliminary Design Report
Consultant shall prepare a preliminary design report for the Project. Kennedy/Jenks will ensure CMWD
approval of the Feasibility TM prior to beginning predesign for any of the changed/added alignment
segments. The report shall include:
• Design criteria;
• Recommendations for pipe selection;
• Corrosion control;
• Discussion of the pipeline horizontal alignment and considerations, such as minimizing traffic
disruption and avoiding existing utilities;
• Key features of constructability and sequencing to be considered in final design (including
tourism season, holiday shopping season, and school calendars};
• Considerations for possible future expansions (such as to Oceanside or to Carlsbad Village};
• The basis for other key design features;
• Traffic control requirements and schematic of locations where Consultant anticipates that traffic
control plans will be developed, compared to locations where contractor will be expected to
develop plans;
• Proposed index of sheets
• Proposed TOC for specs
• Jurisdiction of relevant government agencies and permits that will be required for the project;
• Construction Cost estimate;
• Appendices
o 30% complete drawings that include the key map, survey, boring locations, pothole
locations, proposed horizontal alignment for the pipelines, existing utilities, and
proposed easements, and right-of-way demarcation
o Geotechnical investigation
The PDR will include all segments that are to be included in the project.
Submit five (5} copies and an electronic compiled, bookmarked pdf of the Preliminary Design Report of
the draft version. Incorporate comments, and submit the same for the final version.
Sub task 2. 7 Segment 7 Loop Preliminary Design (Future Authorization)
If a CEQA Plus amendment has to be completed, CMWD will close the loop on Segment 7 in this project
and will therefore require preliminary design for that section. With written approval from CMWD,
include the Segment 7 loop in all prior Preliminary Design subtasks. This future authorization task
includes additional survey, geotechnical investigation, potholing (two additional potholes}, utility
mapping and inclusion in the PDR (including preparation of 30% drawings} for the Segment 7 loop
closure (approximately 900 LF}. It is assumed that geotechnical data from Segment 7 original design will
be available for consultant's reference and only one additional boring is included as a future authorized
geotechnical scope item.
Subtask 2.8 Preliminary Design (Potable Water)
Consultant shall include the potable water pipeline replacements and demolitions, as defined in the
Project Description of this Scope of Work, in all prior Preliminary Design subtasks. This subtask includes
additional survey, geotechnical investigation (three additional borings}, potholing (five additional
potholes}, utility mapping and inclusion in the PDR (including preparation of 30% drawings}.
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Item #15 January 24, 2017 Page 30 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
It is assumed that CMWD will be responsible for coordinating with the Flower Fields development and
Palisades HOA for gaining access to these properties in order to complete the scope of work in these
areas.
Task 3 Final Design
Contract Drawings
Consultant shall prepare and deliver to Utilities Department the Project construction drawings. All cover
sheets, sheet index, general notes, layout, profiles, construction details, and other related sheets shall
be provided on CMWD standard "full size" sheets. Consultant shall prepare plans at 1 inch = 40 feet
horizontal scale and 1 inch = 4 feet vertical scale. California Coordinate System grid ticks shall be located
on the plans and labeled. Consultant shall provide a benchmark description and basis of bearing for the
project control survey, which will be shown on the construction drawings.
Construction drawings shall include adequate details for pipeline connections to existing pipelines,
including valves as appropriate. Pipeline plan and profile drawings shall be prepared using AutoCAD
with SoftDesk COGO, DTM, and Design Modules as needed for design. Digital drawing format shall be
compatible with City of Carlsbad software and AutoCAD and GIS Standards. CMWD will provide
Consultant with most recent title block.
Given the traffic along stretches of the project, Consultant shall evaluate means to minimize impacts to
traffic, such as a pipeline alignment as close as possible to edge of sidewalk.
Consultant shall prepare a detailed construction cost estimate that represents the best estimate of the
fair and reasonable price expected for each of the items of work to be performed as of the mid-point of
construction. The preliminary design report construction cost estimate will be updated at each
subsequent design submittal for design changes and advancements and will be included in the design
submittal TM. The construction cost estimates will clearly distinguish the cost for the recycled water
work, and the additional cost for the water work and cost estimate line items will align with the
proposed bid form.
A SWPPP performance specification will be prepared as part of the final design.
Contract Specifications
Consultant shall prepare contract technical specifications (Divisions 1 through 16) to supplement the
CMWD Standard Specifications. The complete package will include Notice Inviting Bids, bid proposal,
contract agreement, insurance, bid schedules, the detailed technical specifications, SWPPP
requirements, erosion control, bond forms, CMWD's general provisions, special provisions,
requirements for contractor to supply information to CMWD's asset management program, and
reference to standard specifications. CMWD will provide Consultant the front end documents and the
general provisions for red-line markup. The Consultant shall provide a description of the work for each
bid item developed by the Consultant in the bid sheet. The descriptions may be included in the General
Provisions.
Consultant shall include provisions in the Notice Inviting Bids and bid proposal to include State of
California Water Resource Control Board Recycled Water Funding (SRF) Loan Boilerplate and minority
outreach requirements.
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Item #15 January 24, 2017 Page 31 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
The bid form will clearly distinguish the recycled water work that will be eligible for funding from the
water main replacement, which is not eligible. The bid form will clearly delineate the cost for the
recycled water work, and the cost for the additional water work, such that the money spent on each is
very clear.
Consultant shall incorporate language that contractor will be required to maintain an asset management
log, similar to record drawings. The specifications shall require that an updated asset management log
be provided at every construction progress meeting and that updated record drawings shall also be
made available for review at each monthly progress meeting. Consultant shall describe in specifications
that contractor will be required to have both reviewed monthly as a condition of payment.
Funding Requirements
Construction drawings and specifications shall include all requirements of the SRF funding and CEQA
Plus for recycled water:
1. MMRP, including Appendix A and cultural monitoring
2. Davis-Bacon
3. SRF sign
4. Iron and steel
5. DBE
Using the templates developed in the past, Kennedy/Jenks will prepare an attachment to the
specifications package that specifically covers funding requirements ("Funding Attachment").
Kennedy/Jenks will review the Carlsbad SRF Agreement and amendments for the Phase Ill Recycled
Water Project and tailor the Funding Attachment as needed.
Design Packages
For each of the design milestones during final design, Consultant shall:
1. Incorporate comments from the previous design milestone.
2. Deliver five half size and two full size sets of drawings, as well as pdf files. Deliver pdf for
specifications. Native files for drawings (AutoCAD) and specifications (word) files shall also be
submitted at the final milestone.
3. Submit design Tech Memo with:
a. Cost estimate
b. Calculations
c. Key decisions made
d. Key decisions or information needed
e. Responses to comments received at the previous design milestone
f. Responses and documentation of any significant changes from the previous milestone.
4. Assume a two-week review period for CMWD.
5. Present design with staff approximately one week into the two-week review period at next
Progress Meeting (Progress Meetings seeped under Subtask 5.3) to generate discussion. If
needed, coordinate with CMWD project manager to re-schedule Progress Meeting to better
align with design milestones, or utilize one of the "As-Needed" Meetings (also seeped under
Subtask 5.3). CMWD review comments would then be returned after the two-week period.
6. At next Progress Meeting (approximately three weeks after review comments are returned),
review any comments that require additional clarification or more discussion.
14
Item #15 January 24, 2017 Page 32 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Subtask 3.1 60% Design (Recycled Water)
Design package shalt be submitted at the 60% complete level. The final design submittals are
anticipated to include the following list of drawings*:
Sheet# Title
1 Title Sheet
2 Symbols, Legend, and Abbreviations
3 s
4 -6 Civil Details 1 - 3
7 -41 Recycled Water Plan and Profile 1 -35
*Traffic Control Plans are included in Subtask 3.5 and
Potable Water drawings are included in Subtask 3.8
At 60% design meeting, provide estimated construction duration, as well as recommendations for
construction sequencing and work limits, such as laydown areas, notification requirements for
cultural/biological monitoring, construction in front of schools and other seasonal sites (holiday
shopping, summer tourism, etc.), working hours along El Camino, etc. The City has had significant work
along El Camino Real between Cannon and Chestnut in recent years and may prefer construction to
begin as far from those locations as possible. CMWD's construction management team will participate in
the 60% review meeting to provide feedback.
Subtask 3.2 90% Design (Recycled Water)
Design package shall be submitted at the 90% complete level.
An asset management table for the new recycled piping and valves, in Excel format provided by City, will
be submitted.
CMWD's asset manager or representative will participate in the review meeting to provide feedback on
any additional requirements to incorporate into contract requirements to get assets properly recorded.
Subtask 3.3 100% Design (Recycled Water)
Design package shall be submitted at the 100% complete level.
Subtask 3.41ssued for Bid
Design package shall be submitted at the Issued for Bid complete level, ready for advertising. Consultant
shalt sign and stamp all construction drawings. All signatures shall be completed electronically and
incorporated into the pdf set to be issued for bid, including signatures for CMWD staff.
Upon approval of final contract documents, Consultant shall furnish CMWD with approved drawings for
advertising.
Subtask 3.5 Traffic Control Plans
For work along El Camino Real (Chestnut Avenue to Haymar Drive}, Consultant shall prepare traffic
control plans that meet City of Carlsbad requirements to include in the documents to be bid. Consultant
shall coordinate with emergency services. Traffic control shall maintain reasonable access to private and
commercial driveways and shall consider pedestrians and bicyclists, especially for routes to schools.
Consultant assumes 17 stages of traffic control to construct the 8,000 If of recycled water pipeline along
15
Item #15 January 24, 2017 Page 33 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
this corridor from Chestnut Avenue to Haymar Drive. Consultant assumes that each signalized
intersection will need approximately 3 stages of traffic control in order to safely and efficiently construct
the recycled water line across the intersection. El Camino Real has five affected signalized intersections
including Chestnut Avenue, Carlsbad Village Drive, Hasp Way, Marron Road, and Plaza Drive. Outside of
the intersections, the alignment of the recycled water line will determine the remaining construction
stages. Consultant will work with the team to minimize the number of changes in traffic control along
the alignment and aim to identify solutions to minimize traffic impacts along the corridor.
Traffic control plans will be prepared for the pipeline on Cannon from Avenida Encinitas to Carlsbad
Blvd. This section will be 2 traffic control stages (one for the Railroad area, and one for the work west of
the railroad.) This work assumes that no railroad R/W entry permit nor Caltrans permit will be
necessary.
Depending on the location on of the recycled waterline trench, a Caltrans ROW access permit may be
required for advance warning sign placement at El Camino Real and Highway 78 or along Cannon Rd at
the 1-5 during construction. A Caltrans Encroachment Permit for One of these locations has been listed
as a future authorization task under Subtask 3.6.1.
For the remainder of the work off El Camino Real, and potentially off Tamarack and Marron, it is planned
that the construction contractor would prepare any required traffic control plans using the City of
Carlsbad requirements. Consultant shall verify basic requirements with City of Carlsbad for inclusion in
the project specifications. The basic standard used for traffic control design will be the latest edition of
the Caltrans Manual of Traffic Controls in Construction and Maintenance Work Zones. For those areas
not addressed by the Caltrans Manual, the following standards will be referenced: San Diego's Regional
Standard Drawings, City of Carlsbad Policies, and the latest edition of the Manual on Uniform Traffic
Control Devices.
It is anticipated that the location of the pipeline during the earlier stages of design will be undetermined
and will shift as part of the design process. As even minor shifts in the pipeline alignment affect the
location, limits and design of the traffic control plans, we have assumed that the traffic control plans will
not be prepared until the location of the pipeline is set. In our experience this typically occurs by 90%
design. Therefore, when the approach to traffic control concept (Task 2) is approved by the City and the
intersection improvement plans are at 90% design, Consultant will prepare the 90% traffic control plan.
We anticipate submitting traffic control plans with the 90%, 100% and final plan submittals. Consultant
will meet with the City reviewer to discuss comments in order to streamline the review and resubmittal
process.
Subtask 3.5.1 Tamarack and Marron Traffic Control Plans (Future Authorization)
In addition, as Subtasks for Future Authorization, traffic control plans may be required for work along
the following segments depending upon the final selected pipeline alignment:
• Tamarack Avenue (High Ridge Drive to Edinburgh Drive)-Sub-Segment 5-1
• Marron Road (Jefferson Street to Avenida de Anita)-Sub-Segment 5-3
These two segments are potential high impact locations serving as local collector roadways, access to
retail centers, or major arterials carrying significant traffic through the City. Assumptions for traffic
control for each ofthese corridors is provided below:
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Item #15 January 24, 2017 Page 34 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
• Tamarack Avenue: Consultant assumes 5 stages of traffic control to construct the 9,000 If of
recycled water pipeline along this corridor from High Ridge Drive to Kirkwall Avenue. The only
signalized intersection along this segment is the intersection of Tamarack Avenue and El Camino
Real, which will likely require a minimum of three stages to cross the intersection. Outside of
the intersection, the alignment of the water line will determine the remaining construction
stages. There are several unsignalized intersections that provide access to residential
neighborhoods that will need to be maintained both east and west of El Camino Real.
Consultant will work with the team to minimize the number of changes in traffic control along
the alignment, maintain access to the residential neighborhoods and aim to identify solutions to
minimize bicycle, pedestrian and traffic impacts along the corridor.
• Marron Road: Consultant assumes 8 stages of traffic control to construct the 5,200 If of recycled
water pipeline extending from east of El Camino Real to just east of Jefferson Street. This
stretch of roadway serves the local retail centers that take access both from El Camino Real and
Jefferson Street. Consultant assumes that each intersection will need approximately 3 stages of
traffic control for each signalized intersection in order to safely and efficiently construct the
recycled water line across the intersection. Marron Road has 2 affected signalized intersections
including Monroe Street and the Mall Driveway. Special considerations will need to be made
through this segment to ensure access to the unsignalized retail driveways will also be
maintained during construction. Consultant will work with the team to identify solutions to
maintain access and minimize construction impacts.
Subtask 3.6 Permitting
Consultant shall determine jurisdictional boundaries of public agencies over and adjacent to the
proposed pipeline alignment. Consultant shall identify regulatory agencies, permits, fees, and
anticipated lead times for permit issuance. Consultant shall prepare all required encroachment permit
applications and submit it to the agencies and the City will process the necessary checks to cover the
cost of permits and review fees by the various permitting agency. Permits shall be coordinated with the
following agencies including, but not limited to:
1. City of Carlsbad
2. Resource Agencies (no permit is anticipated; however CMWD has adopted a Mitigated Negative
Declaration EIA 12-02 for this project. CMWD has incorporated numerous project design
features and construction measures into the project design that are included in an effort to
reduce the potential for environmental effects. The project design feature and construction
measures are provided in reference documents.)
3. To complete Segment 2, Consultant shall initiate permit process with NCTD by submitting draft
work plan and 90% design set. Consultant shall then require the selected contractor to complete
the process.
Consultant shall identify requirements regarding permits to be obtained by the contractor. Additional
permits to be obtained by the contractor may be required for construction activities including, but not
limited to: shoring, discharge of groundwater, well-point installations, handling regulated waste, offsite
material storage, grading outside of right-of-way and blasting.
It is assumed that CMWD will perform any tasks associated with the Coastal Development Permit.
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Item #15 January 24, 2017 Page 35 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Subtask 3.6.1 Caltrans Encroachment Permit (Future Authorization)
If any elements of the traffic control along El Camino Real or at Cannon Road are required to be within
the Caltrans ROW, then an encroachment permit will be required from Caltrans. Our team has
determined that this scenario can likely be avoided by:
1. Placing the pipe in the eastern most northbound lane of El Camino Real near the intersection
with Haymar Drive, which will enable the traffic control to be staged south of the Caltrans ROW.
2. Placing the pipe in the east bound side of Cannon so that the traffic control can be staged west
of Avenida Encinas and kept outside of the Caltrans ROW.
The final determination for this permit requirement will be made once the alignment is finalized,
although our initial prognosis is that it can be avoided.
Sub task 3. 7 Segment 7 Loop Final Design (Future Authorization)
If a CEQA Plus amendment has to be completed, CMWD will close the loop on Segment 7 in this project
and will therefore require final design for that section. With written approval from CMWD, include the
Segment 7 loop in all prior Final Design subtasks.
Subtask 3.8 60% Design (Potable Water)
Consultant shall include the potable water pipeline replacements and demolitions, as defined in the
Project Description of this Scope of Work, and in prior Subtask 3.1. This subtask includes additional
specifications, drawings (six additional sheets), Engineer's opinion of probable construction cost and an
asset management table for the water pipelines and valves. It is assumed that the recycled water
pipelines and potable water pipeline replacements and demolitions will be combined in a single bid
package.
Sheet# Title
42 Water Plan and Profile (Flower Fields)
43 Water Plan and Profile (Flower Fields)
44 Water Plan and Profile (Palisades)
45 Water Plan and Profile (Palisades)
46 Water Plan and Profile (Palisades)
47 Water Details and Connections
It is also assumed that CMWD will be responsible for coordinating with the Flower Fields development
and Palisades HOA for gaining access to these properties in order to complete the scope of work in these
areas.
Subtask 3.9 90% Design (Potable Water)
Design package shall be submitted at the 90% complete level, and tasks completed similar to Subtask
3.2.
Subtask 3.10 100% Design (Potable Water)
Design package shall be submitted at the 100% complete level.
18
Item #15 January 24, 2017 Page 36 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Task 4 Additional Engineering Design Services through Project Completion
Subtask 4.1 Bid Phase
In response to CMWD requests, provide support services that may encompass one or more of the
following during the bid phase:
1. Respond to Requests for Clarification: Respond to requests from CMWD for clarification, in
writing.
2. Addendum Preparation: Provide input to assist with CMWD's preparation and issuance of
addenda. Our proposal assumes two (2) addenda will be issued during bidding.
3. Attend pre-bid meeting and site visit
Subtask 4.2 Construction Phase
In response to CMWD requests, provide additional support services on a time and materials basis that
may encompasses the following:
• Attend pre-construction meeting
• Attend relevant project coordination meetings during construction (assume total of 10
meetings).
• Review design-related submittals and shop drawings received from CMWD for conformance
with contract documents. Provide written response noting exceptions and/or comments within
ten (10) working days. Up to 20 (twenty) reviews on submittals or re-submittals are estimated.
• Provide responses to design-related RFis received from the CMWD within five (5) working days.
Submit responses electronically via e-mail or memorandum (PDF) as appropriate. Up to 10 RFis
are estimated.
• Have a certified QSD review the contractor's SWPPP document
• At each progress meeting, review the following with CMWD Project Manager and Construction
Manager:
o Contractor's progress red-line mark-ups at each construction meeting as condition of
application for payment.
o Contractor's progress red-line mark-ups on asset management records.
• Prepare record drawings based on redline mark-ups from contractor and submit digital files
(PDF and AutoCAD files).
• Prepare record asset management data based on red-line mark-ups from contractor. Review
against record drawings for thoroughness and accuracy. Submit digital files.
Subtask 4.3 Construction Phase (Potable Water)
Consultant shall provide additional support services for the potable water pipeline replacements and
demolitions on a time and materials basis. This subtask includes additional submittal and shop drawing
reviews (up to three additional submittals/shop drawings), responses to RFis (up to two additional RFis),
record drawings and preparation of record asset management data.
Task 5 Project Management
Subtask 5.1 Project Management
Consultant shall provide general project management functions for these tasks, including design
subconsultant management/coordination, preparing and maintaining design budgets, and submitting
monthly invoices with progress report and budget summary of engineering services. During
construction, a separate construction manager will oversee contractor.
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Item #15 January 24, 2017 Page 37 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
Regular communications with CMWD will be facilitated through the Consultant's Project Manager and
CMWD's Project Manager. Consultant's staff and other team members will be available to meet with
CMWD personnel to discuss technical or administrative issues to keep the project on track. Proactive
communication and project management will be key to this project.
Project management will include a Quality Control/Quality Assurance Program to review the final
preparation of the plans, specifications, and estimate.
Subtask 5.2 Schedule
Consultant shall prepare and manage a project schedule in MS Project (distributed in pdf format),
showing all work activities organized by Task and subtask, meetings, and deadlines. Include review times
by CMWD. It is anticipated that this project shall reach "Issued for Bid" design status within 12-14
months of receipt of Notice to Proceed.
Include a few line items estimating construction schedule to help team plan for when pipeline will be
operable, such as advertising (assume 3 months), contracting (assume 3 months), and construction
duration (Consultant to provide reasonable estimate). For SRF funding, the funding application
anticipated that Segment 5 would be operable in 2019.
The schedule shall be considered a living document, and Consultant shall be provided at the kick-off
meeting and then updated and provided at each subsequent monthly Progress Meeting.
Key assumptions to keep the project on schedule include:
• Permitting agencies complete their reviews and provide comments in a timely manner as
outlined in schedule.
• Potholing will be performed after utility research and alignment refinement.
• CMWD completes all reviews in 10 business days.
• The inclusion and Future Authorization of Segment 7 and CEQA Plus Amendment is determined
by the time the Feasibility TM is finalized.
• The Cannon Rd NCTD railroad crossing survey and design can be accelerated in order to keep
permitting on schedule.
• This schedule assumes Task 1 (Refine Demands and Alignment) and Task 2 (Preliminary Design)
occur simultaneously. The predesign will begin to be developed with CMWD approval for the
confirmed alignment segments first, while other portions of the alignment and customers are
being finalized.
Subtask 5.3 Meetings
Upon receipt of Notice to Proceed, schedule a project "Kick-Off' Meeting to occur within 2 weeks. This
meeting should include representatives from, but not be limited to, CMWD staff (possibly including
asset manager and CM&I representative), Consultant, and subconsultants. The primary objective is to
establish project protocol, finalize the project schedule, set times for future meetings, identify key
technical issues, and identify key timeframes where staff will provide review.
Consultant shall conduct the following meetings in person and shall prepare meeting agenda/materials
and meeting summary and action items for each. Provide draft agenda/materials at least 3 business days
prior to each meeting. Provide meeting summary and action items for review within 7 business days.
1. Project Kick-Off Meeting, including the following materials:
o Data request
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Item #15 January 24, 2017 Page 38 of 39
SOW-PHASE Ill RECYCLED WATER PROJECT
PIPELINE EXPANSION SEGMENT 5 (SUB-SEGMENTS 5-1 AND 5-3)
o Schedule
o Asset management specification (to be provided by CMWD)
2. Monthly Progress Meetings for the duration of the design phases of the project, covering the
following:
o Status of action items
o Updated schedule
o Material to be reviewed (such as proposed potholing, milestone reviews, etc.)
o Information needed
3. Two "As-Needed" Meetings
Note that some task specific meetings are also included under respective tasks, and some Progress
Meetings will be used to review design packages or other design components. Wherever reviews or
feedback is needed but Progress Meetings do not align well with the schedule, the "As-Needed"
Meetings can be utilized.
It is assumed:
• Meetings will be held throughout the design phase of the project at CMWD offices, and will be
attended by the Project Manager and Project Engineer.
• We assume twelve (12) 2-hour meetings through design phase of the project, including a kick-
off meeting, 9 monthly progress meetings, and 2 as-needed meetings.
• Meeting agendas will be drafted in advance of each meeting and sent to the project team for
input. The final agenda will be emailed out prior to the meeting as well as hard copies provided.
• Draft meeting minutes and action items will be prepared and emailed to the team within three
working days of the meeting.
• Meeting minutes and action items will be finalized and emailed to the team for record after
receiving comments.
21
Exhibit 2
Item #15 January 24, 2017 Page 39 of 39
PIPELINE
SEGMENT2
PIPELINE
SEGMENT9
PIPELINE
SEGMENTS
PROJECT NAME
LOCATION MAP
PHASE Ill RECYCLED WATER
PLOTTfD BY: SCOTT EVANS PLOT DATE::12/17/14 PATH:D:\U71L/11ES DEPARTME::NT\DESIGN OIVISIDN\AHLES\5208 ALL SEGMfNTS.DWG
PIPELINE
SEGMENT 18
PIPELINE L----SEGMENT 1A I
i
PROJECT
NUMBER
5208
EXHIBIT
2