HomeMy WebLinkAbout2024-02-06; Municipal Water District; ; Approve an Agreement with Carollo Engineers, Inc. for the Adams Street Water Main Replacement ProjectMeeting Date: Feb. 6, 2024
To: President and Board Members
From: Scott Chadwick, Executive Manager
Staff Contact: Dave Padilla, Utilities District Engineer
dave.padilla@carlsbadca.gov, 760-603-7356
Markus Mohrle, Associate Engineer
markus.mohrle@carlsbadca.gov, 442-339-2322
Subject Approve an Agreement with Carollo Engineers, Inc. for the Adams Street
Water Main Replacement Project
District: 1
Recommended Action
Adopt a Carlsbad Municipal Water District (CMWD) resolution awarding a professional
services agreement with Carollo Engineers, Inc. for design and environmental services for the
Adams Street Water Main Replacement Project in an amount not to exceed $600,473.
Executive Summary
This project will replace aging potable water infrastructure located on Adams Street and the
adjacent streets of Hoover Street, Highland Drive and Cove Drive. The new water distribution
system will conform to current Carlsbad Municipal Water District standards to improve system
reliability and capacity.
Staff are requesting the Carlsbad Municipal Water District Board approve a professional
services agreement with Carollo Engineers, Inc. for the engineering design and associated
environmental services of the project. The agreement will procure the plans, specifications,
construction cost estimates and environmental clearances that are necessary to advertise the
project for construction bids.
The proposed agreement with Carollo is for an amount not to exceed $600,473. The CMWD
Board’s approval is required for this agreement under Carlsbad Municipal Code Section
3.28.060(D)(5) because the cost of these services exceeds $100,000 per agreement year.
Explanation & Analysis
The CMWD’s 2019 Water Master Plan and Asset Management Master Plan identified the need
to replace a portion of the water distribution system located along the northern shore of the
inner Agua Hedionda Lagoon, east of Interstate 5. Most of the system in this area was
constructed in the 1960s and is nearing the end of its service life, as evidenced by several
recent system breaks and leaks within the project area. The project has been given priority
Feb. 6, 2024 Item #3 Page 1 of 24
CA Review GH
MUNICIIPAL WATER D IISTRIC'f
Staff Report
because to history of breaks in the system, the site’s location within the Coastal Zone and
environmentally sensitive areas, and to achieve compliance with current design standards.
This project, the Adams Street Water Replacement, Capital Improvement Program, Project No.
5035-3, will replace approximately 7,100 feet of a water main on Adams Street between
Hoover Street and Park Drive, in addition to the entirety of Hoover Street and Cove Drive and
portions of Highland Drive, as shown on Exhibit 2. A segment of the water main is proposed to
be rehabilitated using trenchless construction methods, to avoid habitat impacts within the
project area.
•In accordance with Carlsbad Municipal Code Sections 3.28.050 and 3.28.060, a request
for proposals for engineering design and environmental services was advertised on Aug.
30, 2023.
•Six proposals were received in response to the advertisement on Nov. 1, 2023.
•A selection committee comprised of CMWD staff evaluated and ranked the proposals
based on best-value criteria, in accordance with CMC Sections 3.28.050 – Procurement
of goods, and 3.28.060 – Procurement of professional services.
•On Nov. 20, 2023, the evaluation committee selected Carollo as the most qualified firm
for the project.
To complete the selection process, staff negotiated the final reduced scope of work and
proposed fees with Carollo. The agreement will provide the plans, specifications, construction
cost estimates and environmental approvals necessary to prepare the project for
advertisement of construction bids.
Staff recommend award of an agreement to Carollo in an amount not to exceed $600,473. The
term of the agreement is three years from the effective date. The Executive Manager may
amend the agreement to extend it for two additional years, in an amount not to exceed
$100,000 per agreement year, as provided in the agreement, which is shown in Attachment A
of Exhibit 1.
Feb. 6, 2024 Item #3 Page 2 of 24
Fiscal Analysis
Sufficient water replacement funds are available to complete the design and environmental
services for the project. The available funds and estimated costs of services are shown below:
Next Steps
Upon the CMWD Board’s approval, staff will process a purchase order and issue a notice to
proceed to Carollo. Design and environmental services are expected to commence in February
2024 and are expected to be completed by December 2024.
Upon successful completion of the design and obtaining environmental approvals, staff plan to
return to the CMWD Board in spring 2025 to request approval of plans and specifications,
additional appropriation for construction funds and authorization to solicit advertisement for
construction bids.
Environmental Evaluation
In accordance with Public Resources Code Section 21065, the action to award a professional
services agreement for engineering design and environmental services does not constitute a
project within the meaning of the California Environmental Quality Act in that it has no
potential to cause either a direct physical change in the environment or a reasonably
foreseeable indirect physical change in the environment.
Exhibits
1.CMWD Board resolution
2.Location map
Limited Access Pipeline Replacement Program
Capital Improvement Program Project No. 5035
Total appropriation to date $2,701,000
Total expenditures and encumbrances to date -$725,402
Total available funding $1,975,598
Adams Street Water Main Replacement
Capital Improvement Program Project No. 5035-3
Professional services agreement – Carollo Engineers -$600,473
Staff engineering and administrative costs (estimated) -$60,000
Total estimated design cost -$660,473
Remaining balance $1,315,125
Additional appropriation needed $0
Feb. 6, 2024 Item #3 Page 3 of 24
RESOLUTION NO. 1727
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE CARLSBAD
MUNICIPAL WATER DISTRICT OF THE CITY OF CARLSBAD, CALIFORNIA,
AWARDING A PROFESSIONAL SERVICES AGREEMENT WITH CAROLLO
ENGINEERS, INC. FOR DESIGN AND ENVIRONMENTAL SERVICES FOR THE
ADAMS STREET WATER MAIN REPLACEMENT PROJECT IN AN AMOUNT NOT
TO EXCEED $600,473
WHEREAS, the Carlsbad Municipal Water District, or CMWD, Board of Directors of the City of
Carlsbad, California has determined that it is necessary, desirable and in the public interest to award a
professional services agreement for engineering design and environmental services of the Adams
Street Water Main Replacement, Capital Improvement Program, or CIP, Project No. 5035-3; and
WHEREAS, on Aug. 30, 2023, staff published a request for proposals for engineering design and
environmental services of the Adams Street Water Main Replacement Project in accordance with
Carlsbad Municipal Code, or CMC, Sections 3.28.050 and 3.28.060; and
WHEREAS, on Nov. 1, 2023, staff received six proposals in response to the advertisement; and
WHEREAS, after a review of the proposals based on best-value criteria consistent with CMC
Sections 3.28.050 and 3.28.060, staff selected the proposal submitted by Carollo Engineers, Inc., or
Carollo, as the most qualified for the project; and
WHEREAS, staff and Carollo negotiated the scope of work and associated fee in an amount not
to exceed $600,473; and
WHEREAS, sufficient water replacement funding is available to complete the engineering design
and environmental approvals for the project; and
WHEREAS, the City Planner has determined that pursuant to Public Resources Code Section
21065, the action to award a professional services agreement for engineering design and
environmental services does not constitute a "project" within the meaning of the California
Environmental Quality Act in that it has no potential to cause either a direct physical change in the
environment or a reasonably foreseeable indirect physical change in the environment and therefore
does not require environmental review.
Feb. 6, 2024 Item #3 Page 4 of 24
Exhibit 1
NOW, THEREFORE, BE IT RESOLVED by the Carlsbad Municipal Water District Board of Directors
of the City of Carlsbad, California, as follows:
1.That the above recitations are true and correct.
2.That the President of the Board is hereby authorized and directed to execute a
professional services agreement with Carollo Engineers, Inc. in an amount not to exceed
$600,473 for the engineering design and environmental services of the Adams Street
Water Main Replacement, CIP Project No. 5035-3, which is attached hereto as
Attachment A.
3.That the Executive Manager is hereby authorized to amend the Agreement to extend
the term for two (2) additional one {1) year period or parts thereof. If the Executive
Manager extends the term of the Agreement, the amount shall not exceed $100,000 per
Agreement year.
PASSED, APPROVED AND ADOPTED at a Special Meeting of the Carlsbad Municipal Water
District Board of Directors of the City,of Carlsbad on the 6th day of February, 2024, by the following
vote, to wit:
AYES:
NAYS:
ABSTAIN:
ABSENT:
Blackburn, Bhat-Patel, Acosta, Burkholder.
None.
None.
Luna.
KEITH BLACKBURN, President
SHERRY FREISINGER,
Secretary
{SEAL)
Feb. 6, 2024 Item #3 Page 5 of 24
DocuSign Envelope ID: 8363E019-D608-435E-96E1-D1E03C21ESAC ATTACHMENT A
PSA24-2352UTIL
AGREEMENT FOR ADAMS STREET LIMITED ACCESS AND FIRE FLOW IMPROVEMENTS SERVICES
CAROLLO ENGINEERS, INC.
_ THIS AGREEMENT is made and entered into as of the &f � day of C� � . 2024, by and between the Carlsbad Municipal Water District, a Public Agency
organized under the Municipal Water Act of 1911, and a Subsidiary District of the City of Carlsbad,
California, ("CMWD"), and Carollo Engineers, Inc., a Delaware Corporation, ("Contractor").
RECITALS
A.CMWD requires the professional services of a consultant that is experienced in design
services.
B.Contractor has the necessary experience in providing professional services and advice
related to design services.
C.Contractor has submitted a proposal to CMWD under Request for Proposals No. RFP24-
2352UTIL 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 CMWD 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.
5.COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term shall not exceed
six hundred thousand, four hundred and seventy-three dollars ($600,473). No other compensation for the
Services will be allowed except for items covered by subsequent amendments to this Agreement. If
CMWD elects to extend the Agreement, the amount shall not exceed one hundred thousand dollars
($100,000) per Agreement year. CMWD reserves the right to withhold a ten percent (10%) retention until
CMWD has accepted the work and/or Services specified in Exhibit "A".
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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.CONSTRUCTION MANAGEMENT SOFTWARE
Procore Project Management and Collaboration System. This project may utilize the Owner's Procore
(www.procore.com) online project management and document control platform. The intent of utilizing
Procore is to reduce cost and schedule risk, improve quality and safety, and maintain a healthy team
dynamic by improving information flow, reducing non-productive activities, reducing rework and
decreasing turnaround times. The Contractor is required to create a free web-based Procore user
•account(s) and utilize web-based training / tutorials (as needed) to become familiar with the system.
Unless the Engineer approves otherwise, the Contractor shall process all project documents through
Procore because this platform will be used to submit, track, distribute and collaborate on project. If
unfamiliar or not otherwise trained with Procore, Contractor and applicable team members shall
complete a free training certification course located at http://learn.procore.com/procore-certification
subcontractor. The Contractor is responsible for attaining their own Procore support, as needed, either
through the on line training or reaching out to the Proco re support team. It will be the responsibility of the
Contractor to regularly check Procore and review updated documents as they are added. There will be no
cost to the Contractor for use of Procore.
It is recommended that the Contractor provide mobile access for Windows, iOS located at
https://apps.apple.com/us/app/procore-construction-management/id374930542 or Android devices
located at https://play.google.com/store/apps/details?id=com.procore.activities with the Procore App
installed to at least one on-site individual to provide real-time access to current posted drawings,
specifications, RFls, submittals, schedules, change orders, project documents, as well as any deficient
observations or punch list items. Providing mobile access will improve communication, efficiency, and
productivity for all parties. The use of Procore for project management does not relieve the contractor of
any other requirements as may be specified in the contract documents.
8.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.
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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.
9.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 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.
10.OTHER CONTRACTORS
CMWD reserves the right to employ other Contractors in connection with the Services.
11.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 attorneys'
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 CMWD's 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.
12.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.
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12.1 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.
12.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an "occurrence"
basis, including personal & advertising injury, with limits no less than $2,000,000 per occurrence. If a
general aggregate limit applies, either the general aggregate limit shall apply separately to this
project/location or the general aggregate limit shall be twice the required occurrence limit.
12.1.2 Automobile Liability (if the use of an automobile is involved for Contractor's work for
CMWD). $2,000,000 combined single-limit per accident for bodily injury and property damage.
12.1.3 Workers' Compensation and Employer's Liability. \i\forkers' 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.
12.1.4 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.
12.2. Additional Provisions. Contractor will ensure that the policies of insurance required under this
Agreement contain, or are endorsed to contain, the following provisions:
12.2.1 CMWD will be named as an additional insured on Commercial General Liability
which shall provide primary coverage to CMWD.
12.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which
will be written as claims-made coverage.
12.2.3 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.
12.3 Providing Certificates of Insurance and Endorsements. Prior to CMWD's execution of this
Agreement, Contractor will furnish certificates of insurance and endorsements to CMWD.
12.4 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.
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12.5 Submission of Insurance Policies. CMWD reserves the right to require, at anytime, complete and
certified copies of any or all required insurance policies and endorsements.
13.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.
14.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.
15.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 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.
16.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.
17.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 For Contractor
Name Markus Mohrle Name Andrew Frost
Title Utilities Associate Engineer Title Project Manager, Associate V.P.
Carlsbad Municipal Water District Address 5355 Mira Sorrento Place, Suite 270
Address 5950 El Camino Real San Diego, CA 92121
Carlsbad, CA 92008 Phone 619-507-6937
Phone 442-339-2322 E-mail afrost@carollo.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.
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18.CONFLICT OF INTEREST
Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the
requirements of the CMWD Conflict of Interest Code. The Contractor shall report investments or interests
as required in the CMWD Conflict of Interest Code.
Yes D No IZI
If yes, list the contact information below for all individuals required to file:
Name Email Phone Number
19.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.
20.DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination and harassment.
21.·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 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 (10) 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.
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22.TERMINATION
PSA24-2352 UTI L
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.
CMWD may terminate this Agreement by tendering thirty (30) days written notice to Contractor.
Contractor may terminate this Agreement by tendering thirty (30) days written notice to CMWD. In the
event of termination of this Agreement by either party 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.
23.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.
24.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 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.
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25.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.
26.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.
27.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. This Agreement may
be executed in counterparts.
28.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.
[signatures on following page]
General Counsel Approved Version 10/20/2023
Page 8 Feb. 6, 2024 Item #3 Page 13 of 24
DocuSign Envelope ID: 8363E019-D608-435E-96E 1-D1 E03C21 E5AC
CONTRACTOR
CAROLLO ENGINEERS, INC., a Delaware corporation
By:
(sign here)
Jeffrey A. Weishaar, Associate Vice-President (print name/title)
By:
(sign here)
(print name/title)
PSA24-2352UTIL
CARLSBAD MUNICIPAL WATER DISTRICT, a Public Agency organized under the Municipal Water Act of 1911, and a Subsidiary District of the City of Carlsbad
By l,�
ATTEST:
Sherry Freisinger, Board Secretary
If required by CMWD, proper notarial acknowledgment of execution by contractor must be attached.� corporation, Agreement must be signed by one corporate officer from each of the following two groups.
Group A Chairman, President, or Vice-President
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: CINDIE K. McMAHON, General Counsel
By: ___ bt_M_�--�----Assistant General Counsel
General Counsel Approved Version 10/20/2023
Page 9 Feb. 6, 2024 Item #3 Page 14 of 24
~ a. UJus~
DocuSign Envelope ID: 8363E019-O608-435E-96E1-D1 E03C21 ESAC
PSA24-2352UTIL
EXHIBIT "A"
SCOPE OF SERVICES
General Counsel Approved Version 10/20/2023
Page 10
Feb. 6, 2024 Item #3 Page 15 of 24
5355 Mira Sorrento Place, Suite 270
San Diego, California 92121
P 858-505-1020
carollo.com
Adams Street Scope of Work
1.Project Management
Carollo will administer the project and provide subconsultant coordination to maintain project schedule
and budget. The project progress and budget status will be included in a monthly progress report that
will be included with our monthly invoice. Additionally, the monthly progress report will include a list of
work completed for the billing period, as well as an invoice summary report outlining the dollar
budgeted, spent, and remaining per task. The scope of comprehensive project management includes,
but is not limited to the following:
Efficiently managing the project schedule.
Setting up and facilitating client meetings, interagency meetings, field reviews, and other project
related meetings. The following meetings will be included within this scope of work:
o Kick-off Meeting (in person or virtual)
o Monthly status update calls (phone calls)
o Environmental Review Meetings
o 30 Percent Design Review Meeting (Microsoft Teams Meeting)
o 60 Percent Design Review Meeting (Microsoft Teams Meeting)
o 100 Percent Design Review Meeting (Microsoft Teams Meeting)
Managing the Carollo team involved in the project (“project team”). Managing the project team
includes, but is not limited to, preparing contract paperwork, memos, letters and e-mail, making
phone calls, and maintaining project files.
On a monthly basis, Carollo will provide a brief written summary of work (typically 1-page long)
that has been accomplished in the previous month, anticipated work for the next month and key
decisions that need to be made to keep the project on schedule. Invoices shall show the original
budget, reallocated budget, amount spent to-date, amount spent this period, and percentage
spent to-date for each task. Invoices shall be structured to separate out the costs relative to
each of the two projects, which will be invoiced and tracked separately if requested by CMWD.
Preparation of meeting minutes for all meetings held and run by Carollo. Meeting minutes shall
be submitted to CWMD within 5 business days of the meeting date for review, with the goal of
finalizing meeting minutes seven working days after the meeting.
2.Data Collection and Research
Carollo will engage surrounding utility agencies, including but not limited to: City of Carlsbad and
CMWD, So Cal Gas, SDG&E, AT&T, Verizon, and Spectrum, to request relevant information for data
collection, utility mapping necessary for preliminary engineering, and right of way maps. Carollo will
research and obtain record information from outside agencies and utilities and incorporate that
information into the base drawing. Carollo will coordinate with the utility companies to identify and
resolve any utility conflicts. Existing utilities and their locations will be incorporated into the design
drawings as best as possible based on record drawings and other information provided from the
owning utility. All agencies contacted will be tracked in a matrix, and all record drawings received and
communication between entities can be provided to CMWD upon request.
each of the two projects, which will be invoiced and tracked separately if requested by CMWD.
Feb. 6, 2024 Item #3 Page 16 of 24
DocuSign Envelope ID: 8363E019-D608-435E-96E1-D1E03C21E5AC
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5355 Mira Sorrento Place, Suite 270
San Diego, California 92121
P 858-505-1020
carollo.com
3.Design Survey
Carollo will engage their subconsultant O’Day Consultants to be responsible for conducting a
topographic survey of the project area that will extend 10 feet beyond the right-of-way boundaries.
Carollo will conduct a site walk to verify that site conditions are accurately shown. For a detailed
survey scope of work, please see the appendix for Oday’s complete scope.
4.Preliminary Design Report
Carollo will prepare a Draft and Final preliminary design report and 30% plans to evaluate alignment
alternatives for the new water mains. This will include the water main corridors outlines within
Highland, Hoover, Adams, and Cove Drive. Water improvements shall total approximately 7,100 feet
in total. These documents will include, but are not limited to:
Water alternative alignments and appurtenance locations
Siting alternatives for the PRS
Existing utility locations and recommendations for removal or relocation as appropriate
Pipe rehabilitation alternatives and locations
Proposed materials for pipeline, isolation valves, and joint types
Identification of any deviations from CMWD standards
Water meter locations and proposed relocations
Shutdowns and construction phasing
Pavement restoration recommendations
Permitting requirements
Additional right of way or easement requirements
Construction costs for each alignment
Deliverables:
Draft Preliminary Design Technical Memorandum and 30% plans, (PDF)
Final Preliminary Design Technical Memorandum (PDF and 3 hard copies)
5.60 Percent Design
Carollo will incorporate the 30% design comments and the final selected alignments into 60%
design plans and specifications. Plan sheets to be developed at a scale of 1” = 20’ and contain at a
minimum:
Title sheet and general notes identifying reference drawings and sheet indices.
Survey basis of bearings and benchmarks
Topographic survey information including existing utilities and right of way
Horizontal alignments for the proposed water lines
Profiles of the water mains showing exiting utility crossings where appropriate
Locations of existing and proposed appurtenances
Preliminary construction notes and annotations
Deliverables (PDF format):
60 percent plans, specifications, and estimate
Utility conflict identification memo
Feb. 6, 2024 Item #3 Page 17 of 24
DocuSign Envelope ID: 8363E019-D608-435E-96E1-D1E03C21E5AC
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5355 Mira Sorrento Place, Suite 270
San Diego, California 92121
P 858-505-1020
carollo.com
6.Utility Locating & Potholing Services
Carollo will prepare a utility potholing plan based on the 60 percent design and conduct potholing to
identify the utility size, material type, and depth measurement to the utilities. Potholing information will
be incorporated into the 100 percent design.
7.Geotechnical Services
This task involves conducting a desktop review of existing geotechnical reports and published data to
summarize the anticipated geologic and geotechnical conditions. Carollo’s subconsultant Ninyo and
Moore will prepare a Preliminary Design Technical Memorandum before conducting field explorations
and laboratory testing of the subsurface soil and groundwater. The results and recommendations from
the field explorations will be detailed in a preliminary and final geotechnical report.
Deliverables:
Preliminary Design Technical Memorandum
Preliminary Geotechnical Report
Final Geotechnical Report
8.Electrical Service Request
Per request from the City/CMWD, this scope has been removed from the project. It is envisioned that the
new PRS will be a streamlined version and not constructed per CMWD Std Detail W-29A.
9.90 Percent Design
Carollo will develop the plans and specifications to the 90 percent level for CMWD review. CMWD review
comments from the 60 percent submittal review will be incorporated into the plans and addressed. Field
information from potholing and geotechnical investigations will also be incorporated into the plans and
specifications. Plans shall also include the initial technical details for the PRS, as well as water amin
shutdown, phasing, and highlining plans.
Deliverables (PDF format):
90 percent plans, specifications, and estimate
Utility conflict resolution memo identifying potential conflicts and recommended approach
Storm water and non-storm water pollution prevention including forms E-32, E-34 and E-36
Draft Geotechnical Report
Final Subsurface potholing report
10.100 Percent Design
Carollo will develop the plans and specifications to the 100 percent level for City review. City review
comments from the 60 percent submittal review will be addressed.
Deliverables (PDF format):
100 percent plans, specifications, and estimate
Utility conflict resolution letter
Revised stormwater forms (if necessary)
Final Geotechnical Report
Feb. 6, 2024 Item #3 Page 18 of 24
DocuSign Envelope ID: 8363E019-D608-435E-96E1-D1E03C21E5AC
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5355 Mira Sorrento Place, Suite 270
San Diego, California 92121
P 858-505-1020
carollo.com
11.Final Submittal
This task includes the development of the final stamped plans and specifications for bidding purposes.
City review comments from the 100 percent submittal review will be addressed.
Deliverables (one PDF and three hard copies):
Final plans and specifications, signed and sealed
Engineer’s opinion of probable construction cost
AutoCAD drawing files
12.Engineering Services During Construction
As part of Bid Phase Services, Carollo will provide bidding support services including providing responses
to RFIs and preparing up to two addenda to the plans and specifications. Carollo will also assist with bid
review upon request.
As part of Construction Phase Services, Carollo will attend the pre-construction meeting and up to 10
progress meetings, review submittals and shop drawings, review and respond to RFIs, and prepare
record drawings.
Deliverables:
Record Drawings (PDF and AutoCAD)
13.Environmental Services
Carollo’s subconsultant Helix Environmental will provide environmental services for the project, including
site specific environmental technical reports, California Environmental Quality Act (CEQA) documents, and
support for required environmental permits. For a detailed environmental scope of work, please see the
appendix for Helix’s complete scope of work document.
14.ROW Acquisition Assistance
Per request from the City/CMWD this scope has been removed. It is assumed that the new PRS
will be placed within the existing right of way along Adams or Highland and will not require a
new easement or a new Plat or Legal description.
Feb. 6, 2024 Item #3 Page 19 of 24
DocuSign Envelope ID: 8363E019-D608-435E-96E1-D1E03C21E5AC
•
•
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5355 Mira Sorrento Place, Suite 270
San Diego, California 92121
P 858-505-1020
carollo.com
Project Assumptions
Carollo has made the following assumptions that apply to this scope of work.
CMWD shall furnish Contractor available studies, reports and other data pertinent to
Contractor's services; authorize Contractor to obtain or provide additional reports and data
as required; and Contractor shall be entitled to use and reasonably rely upon all such
information and services provided by CMWD or others in performing Contractor's services
hereunder.
CMWD shall arrange for access to and make all provisions for Contractor to enter upon
public and private property as required for Contractor to perform services hereunder.
Contractor has no control over the cost of labor, materials, equipment, services or
schedules furnished by others, or over the construction contractor's methods of
determining prices, or other competitive bidding or market conditions, practices, bidding
strategies or scheduling methodologies. Cost estimates and construction schedule
estimates are based on Contractor's opinion based on experience and judgment.
Contractor cannot and does not guarantee that proposals, bids or actual project
construction costs and/or schedules will not vary from cost estimates and construction
schedule estimates prepared by Contractor.
Feb. 6, 2024 Item #3 Page 20 of 24
DocuSign Envelope ID: 8363E019-D608-435E-96E1-D1E03C21E5AC
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Feb. 6, 2024 Item #3 Page 21 of 24
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Feb. 6, 2024 Item #3 Page 23 of 24
DocuSign Envelope ID: 8363E019-D608-435E-96E1-D1E03C21E5AC
Engineers ... Workmg Wonders With Water'
CERTIFICATION
This is to certify that the undersigned, Michael W. Barnes, as Corporate Secretary and General
Counsel for Carollo Engineers, Inc., is authorized to state and certify: That by corporate policy
approved by the Board of Directors on 02/07/2011, James A. Meyerhofer, Senior Vice
President, and Jeffrey A. Weishaar, Associate Vice President, are authorized to execute
engineering service agreements for the usual and customary engineering business of the
company.
Dated : October 25, 2018 1H----Michael W. Barnes
Corporate Secretary & General Counsel
LOCATION MAP
PROJECT NAME PROJECT EXHIBIT
NUMBER
Created By: Teresa Hodges 10/23/2023 Q:\Public Works\Utilities\ENG_DIV\ACAD\Utilities Dept\Design Division\Teresa Hodges Library by Project\Adams St. Limited Access and Fire Flow Improvements
5035-3
Exhibit 2
Feb. 6, 2024 Item #3 Page 24 of 24
~
PROJECT
LIMITS
APPROX.
NOT TO SCALE
NOT TO SCALE
PROJECT SITE
VICINITY MAP
PROJECT
LIMITS
APPROX.
ADAMS STREET LIMITED ACCESS
AND FIRE FLOW IMPROVEMENTS 2