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Home My WebLink AboutAgenda Bill 3.J 06/07/2004= CITY OF PETALUMA, CALIFORNIA AGENDA BILL June 7, 2 C A14enda Title Resolution Authorizing the City Manager to execute MeetiriLy Date: a Pro fessional Services Agreement with The Covello Group For June 7`„ 2004 Construction Management Services in Support of the Water. Meeting Time ® 3:00 PM Recycling Facility Prgj'ect. ❑ 7:00 PM Category (check one) Consent Calendar ❑ Public,Hearing ❑ New Business ❑ Unfinished Business ❑ :Presegtation Department Director, Contact Person PhoneNumber Water Resources and Mic el , Ban, • Margaret P. Orr, 778 -4589 Conservation P.E. P. E. y✓) P 6,,A Cost of Proposal $6,877,251, Account Number C500402 Amount.Budgeted FY04 /05 $2,708 FY05 /06 $2,708,000 Name.of.Fund: FY06 /07 $1,354,000 FY07 /08 $500,000 Total: $7,270,000 Wastewater Enterprise Attachments to Agenda Packet.Itern Resolution Attachment A — Scope. of Services Agenda Report Summary Statement By May 3;0, 2004, the City's Design Engineering Firm, Carollo Engineers, will complete the 90% design of the new Water Recycling Facility slated for start : of construction at 410:0 Lakeville Highway early,next year. Thus, the! design is ready for constructability reviews. The purpose of this resolution is to provide Construction Management Services. Construction Managers hired prior to bid are known for resolving potentia :claim issues by reviewing documents from a contractor's viewpoint. City Management conducted a rigorous selection process designed to identify the best- qualified firm and recommends The Covello Group: The Covello Group is recommended because the firm has extensive experience with construction management service on water recycling: facility projects of similar magnitude and complexity as the City's new Water Recycling Facility: The. Covello Group has provided service on over $51.8 million dollars of work for Union Sanitary District'and $79.2 million dollars of work for Dublin San Ramon Services District.. Furthermore, the firm has committed to provide a qualified construction management team with over 40 years of combined experience. In addition, The Covello Group has a proven track record of controlling schedule and costs.. Dublin San Ramon stated the following; "no claims on these projects and the change orders have been about 3 -4 %." The company is known for being proactive and solution orientated when addressing environmental issues. The Covello Group's core values are based on teamwork; The company will lead the team during construction while recognizing and respecting the essential roll of all other parties. The Covello Group has established management systems for project management. The Covello Group: hds.impeccable reference checks with all previous clients contacted giving effusive praise of the:recommended Project Manager.and Construction Manager for the City's project.. Thus, it is With duel dAl gence.and a rigorous selection process that City - Management recommends The Covello Group as the Construction Manager for the new Water Recycling Facility. _.. . Recommended City Council Action /Suggested Motion City Management recommends that the City Council ,authorize the City Manager to execute a :professional services agreement with The Covello Group for Construction Management Services in support of the Water Recycling Facility Project. Reviewed b . Finance`Director: Reviewed bv Citv Atforne e: A rove l it Mana er: Date: Date:; Today' Date , Revision # and Date Revised: File Code SAwater resources & May 21 , 2004 # con servation\Wastewater \9012 \city counciNune 7, 2004 \C6nstruction Manager Agenda Bill'.doc i� %, 1 Resolution Authorizing the City Manager to execute a Professional 2 Services Agreement with The Covello Group For Construction 3 Management Services in Support of the , Water Recycling Facility 4 Project 6 WHEREAS in 193'8 the original wastewater treatment processes were constructed at 7 950 Hopper. Street; 8 9 WHEREAS, to meet the community's needs and changing regulatory requirements, 10 various upgrades and additions to the wastewater treatment plan_ t were conducted through 11 the 1960s; 12 13 WHEREAS, in 1972, the oxidation ponds were constructed at 4400 Lakeville Highway 14 to provide additional treatment capacity; 15 16 WHEREAS-, in 1988, with influent flows exceeding 75 %0, of the permitted capacity of the 17 wastewater treatment facility,, and necessary upgrades to the facility, to increase treatment 18 capacity,and continue to meet the needs of the community were determined to be too 19 costly the City determined to replace the existing wastewater treatment facility; 20 21 WHEREAS, in 1991 the City executed a Memorandum of Understanding with 22 Envirotech Operating Services. (EOS) to design, build, construct, own and operate (20 23 years) a new wastewater treatment facility (Resolution No. 91 -107); 24 25 WHEREAS, on July 31' 1991, EOS submitted an application to the California Public 26 Utilities Commission (CPUC) - seeking an exemption from CPUC regulation under the 27 California Local Government Privatization Act of 1985; 28 29 WHEREAS on October 21, 1991, Administrative Law Judge Ramsey determined that 30 the MOU did not meet the °requirements of the Public Utilities Code and ordered that "the 31 application is denied, without prejudice, to refiling after amendment'; 32 33 WHEREAS ',;;n February, .1992 "EOS and the City mutually agreed to rescind the MOU; 34 35 WIEIEREAS, `on June 20; 1`994, following a report prepared by Ernst and Young; the City 36 Council. adopted Resolution No.. 94 -156, which directed that the Service Agreement 37 Approach ( privatization) be °utilized for procurement of anew wastewater treatment 38 facility;, 39 40 WHEREAS; on June 17,,'199,6; the City Council' adopted Resolution No. 96 -163, which 41 certified the Final EIR documents, Resolution No. 96 -164 which approved theproject, 42 and Resolution No:'96 =165, which approved and authorized issuance of the Request For 43 Proposal; 44 Page 1 of 7 S \water resources .& conservation \wastewater \9012 \city council\June 7, 2004 \resolution certifying construction manager.doc 1 WHEREAS, on,July 17, 1996; the RFP was issued to f ve pre = qualified vendor teams; 2 3 WHEREAS, in January 1997, the City received proposals from Montgomery United 4 Water (MUW) and US Filter /EOS 5 6 WHEREAS, the Citizens' Wastewater Advisory'Committee considered the proposals on 7 May '28, 1997, June 3, 1997, June 4, 1997, July 2, 1 997, October 20, 1997;'October 30, 8 1997 November 4, 1997, November 18, 1997, and on December 3, 1997; 9 10 WHERAS, the City Council considered the proposals on July 7, 1997, September 8, 11 19 - 97, ;September 15, 1.997, September',22, 1997, ,S'eptember 29, 1997, October. 6, 1997, - 12 December 3 1997; and December 8, 1997;,. 13 14 WHEREAS, on January 5 the City Council adopted Resolution No. 98 -11, which 15 selected MUW for contract negotiations; 16 17 WHEREAS, negotiations with MUW on technical,, legal and agreement issues egan on T8 January 27 ; `1998 and proceeded through spring _1999;; 19 20 WHEREAS, on September 21, 1998, the City Council, recognizing the need for 2 -1 'development of a public alternative to the proposed privatization project, approved. 22 preparation,of the wasfewater°treatment facility master plan; 23 24 WHEREAS, on September 21, 1999, the City Council adopted Resolution No. 99 -1.88, 25 which terminated the privatization process and established City ownership of the,new 26 wastewater treatment facility. Reasons cited for this determination included, among. 27 others:' .......... 28 29 9 Risk of Change Required Over 3.0 -Fear Contract. Term., Changes in the. 30 City's `needs may occur during the 30 -year life of the contract. The City, is at a 31 disadvantage by being able to negotiate with only one party for changes in the 32 facility's capacity: 33 ® Requirement of Fair Market value Purchase. In order -.for MUW to retain 34 tax ownership, the City's ;option to purchase the_facility'at the end of the contract 35 term would have to be at fair market value. The price of the, facility could not be 36 fixed in the contract, but would. depend on the value of'the facility at the time of 37 the exercise of the option, thereby putting the City and ratepayers at risk of.having 38 to pay for part of the plant twice. 39 > Lack of City Approval of Design. In order for MUW to retain tax 40 ownership, Section 4.8.1 of the agreemenilimited the City's participation in the 41 design process. 42 p Third Party' Services. In order, for MUW to retain tax ownership, Section 43 5.2.4 would allow the Company to provide services to others (in addition to the 44 City) at the Project Site. Page.2 of'7 S:\water resources+ & con servation \Wastewater \901.2 \city counciluune 71:2004 \resolution certifying construction managendoc • • I D Inability to Agree On Contract Language. -After extensive negotiations 2 between, the City and MUW, specific contract language on the above and other 3 critical issues could not be agreed upon. 4 5 WHEREAS, on September 21,1999, the City Council adopted Resolution No. 99 -189, 6 which approved the Wastewater Treatment Master Plan, with the. understanding that the 7 Master Plan's recommended project would be further reviewed to address questions 8 asked by the City's independent wastewater professionals;. 9 10 WHEREAS, on October 29, 1999, the City issued a Request For Proposal for 11 engineering services in support of the water recycling facility project. (new wastewater 12 treatment facility); 13 14 WHEREAS, the City Council adopted Resolution No. 2000 -66 on April 3, 2000, which 15 authorized the City Manager to ,execute a professional services agreement with Carollo 16 Engineers for engineering services in support of Phase 1. — Project Report of the Water 17 Recycling Facility Project; 18 19 WHEREAS,, five alternatives for the new water recycling facility were presented at a 20 Public Forum at the Community Center on June 1.4, 2000; 21 22 WHEREAS, the City Council heard. a discussion on the criteria .for evaluating the 23 alternatives on September 5, 2060; 24 25 WHEREAS, the results.of the analysis. and comparison of the: alternatives were presented 26 at a Public Forum at'the Community Center on November 8, 2000 27 28 WHEREAS the- City Council considered and discussed the Draft Water Recycling 29 Facility Project Report (Carollo Engineers, November 2000) on. November 20, 2000; 30 31 WHEREAS, r the City Council adopted Resolution 00- 214'on December 11, 2000, which 32 approved the Water Recycling Facility Project Report (Carollo Engineers, November 33 2000), selected Alternative ,5 — Extended.Aeration as the.preferred alternative for the new 3'4 water recycling facility, and identified Option A — Wetland_ s as the preferred alternative 35 for algae removal over Option B— DAFs 36 37 WHERAS, the City Council adopted Resolution 00 -21.5 on December 1 2000, which 38 authorized the City Manager to execute a professional services agreement with Carollo 39 Engineers. forprofessional engineering services in support of Phase 2 — Project 40 Development of the Water Recycling Facility Project; 41 42 WHEREAS, the City Council considered the Water Recycling Facility Project and the . 43 Draft Water Recycling Facility Predesign Report (Carollo Engineers, November 2001) • 44 on November 14, 2001, November 28, 2001, December 17, 2001 and.January 7, 2002; Page 3 of 7 SAwater resources & conservation \Wastewater \9072 \city council\June .7, 2004 \resolution certifying construction manager.doc 2 WHEREAS, the City Council adopted Resolution 2002 -012 on January 7, 2002, which _ 3 approved design parameters for the preferred alternative for the water recycling facility 4 project and. authorized completion of the environmental impact report; 5 6 WHEREAS, the City prepared Water Recycling Facility and River Access Improvements 7 Draft EIR (April 2002) and distributed it to the California State Clearinghouse and to all responsible local, and federal agencies involved in the project and made it.available 9 for pub_ lic review; 10 11 WHEREAS, the City Council.held noticed public' hearings on May 13,, 2002, and May 12 20 2002, during which all interested persons were provided an opportunity to comment 13 on the adequacy of the Draft EIR; 14 15 WHEREAS, the public review period for the Draft EIR began April 15, 2002, and 16 closed May29,_2002; 17 1:8 WHEREAS, the 'City prepared Water Recycling Facility and River Access Improvements 19 Final. EIR and Response. To Comments (July 2002), which responded to con ments 20 received on the Draft EIR: The Final EIR did °not identify any new significant_ impacts 2:1 that. had not been. previously evaluated in the Draft.EIR. 22 23 WHEREAS, the City Council ,held' a noticed public hearing on August 5, 2002, to 24 consider the Final EIR; 25 26 WHEREAS, that after due consideration, the, Petaluma City Council adopted. Resolution 27 2002-135 certifying the Final Environmental: Impact Report for the Water Recycling 28 Facility and River Access Improvements Project and made the following findings on 29 August 5 2002. 30 31 1. The. final .Environmental Impact Report has been completed in compliance with 32 the California Environmental Quality Act (CEQA) and the State CEQA 33 Guidelines. 34 2. The documents referenced below constitute the Final Environmental Impact. 35 Report and were presented and considered along with both written. and oral 36 comments received during the public review period on the project and 37 environmental documents: 38 a. Water Recycling Facility and River. Access Improvements Draft 39 Environmental Impact Report, in two volumes (April 2002). 40 b. 'Water Recycling Facility and; River Access Improvements Final 41 Environmental Impact Report and.Response To Comments (July' 2002). 42 3. The City Council, as the decision making body of the City.of Petaluma, 43 independently reviewed, analyzed and considered the information in the Final EIR 44 and found that the contents of the Final 'EIR reflect the independent judgment of 45 the City of Petaluma Page 4 of '7 S: \water resources:& conservation\ Wastewater \9012 \city'council\June 7, 2004\resolution certifying construction manager.doc. 1 4. The Final EIR was published, made available and circulated for review and 2 comment. 4 WHEREAS, the project certified in the.Final FIR included locating a portion of the 5 treatment plant at 4400 Lakeville Highway, the current, site of the City's oxidation ponds 6 (APN 0680 -010 -025, 032 and 024), with polishing treatment wetlands located at 4100 7 Lakeville Highway (APN 068 -010 -026, and 017- 170 -002); and 9 WHEREAS, the City completed approximately 50% design of the facility in November 10 2002; and 11 12 WHEREAS, through the value engineering effort conducted in December 2002, it 13 became apparent the alternative of locating the water recycling facility at 4100 Lakeville 14 Highway and preserving °the oxidation pond site for its current function warranted further 15 evaluation; and 16 17 WHEREAS, to construct the water recycling facility at the .oxidation pond site would 18 require the removal, drying and disposal of sludge from the aerated lagoon and oxidation 19 pond no. 1, construction of apipeline to deliver influent to oxidation pond no. 2, the 20 construction of aerators in oxidation pond nos. 2 and-3 to maintain and improve treatment 21 capacity, and require the placement of approximately 250,000 cubic yards of imported fill 22 in the oxidation pond no. l; and 23 24 WHEREAS, a feasibility study determined that locating the water recycling facility at 25 4100 Lakeville Highway was feasible and yields many benefits; and, 26 27 WHEREAS, the City Council adopted resolution No. 2003 -196 on August 18, 2003, 28 which authorized the City Manager'to execute an amendment to the professional services 29 agreement with Carollo Engineers for engineering services in support of locating the new 30 treatment plant at 4100 Lakeville Highway; and 31 32 WHEREAS, the City Council authorized acquisition of approximately 26.1.33 acres of 33 land in the 4000 block of Lakeville Highway for construction of the Water Recycling 34 Facility and development of the Petaluma Marsh Acquisition, Enhancement and Access 35 Project on September 8, 2003 through Ordinance No. 2161 N.C.S. for the purchase of 36 real property described as Sonoma County Assessor's parcel nos. 068 -010 -026 and 017- 37 010 -002; and 38 39 WHEREAS, the City purchased Parcel nos. 068 - 010 -026 and 0 17-010-002 in February 40 2004; and 41 42 WHEREAS, an Addendum to the Water Recycling Facility and River Access 43 Improvements EIR was prepared to evaluate potential changes to the environmental 44 affects of the Project due to the proposed Project revisions; and Page 5 of 7 SAwater resources & conservation \Wastewater \9012 \city councilUune 7, 2004 \resolution certifying construction manager.doc 1 2 WHEREAS, the EIR Addendum concludes that the determinations of the Final EIR 3 remain valid for the revised Project in that none of the Project modifications will have 4 new significant impacts or substantially increase the severity of previously identified 5 significant effects, or otherwise meet the requirements of CEQA Guidelines Section 6 15162 which outlines the standards by which subsequent EIRs are required; and 7 8 WHEREAS, the EIR Addendum was published on April 15, 2004 and, was available for 9 public review at the City of Petaluma City Hall, Petaluma Library, Petaluma Community 10 Center, Petaluma Senior Center, and the Santa Rosa Junior College, Petaluma. campus; 11 and 12 13 WHEREAS, the City Council is scheduled to consider the EIR Addendum on June 7, 14 2004; and 15 16 WHEREAS,. the Design Engineer is near 90% completion of the plans and specifications 17 for the Water Recycling Facility. Located at 4100 Lakeville Highway; and 18 19 WHEREAS, the utilization of Construction Manager's for design review can minimize 20 claim potential; and' 21 22 WHEREAS, the City conducted a rigorous selection process to identify the best qualified 23 construction management firm; 24 25 WHEREAS, The Covello Group is recommended for the following reasons: 26 27 1. The firm has extensive experience with construction management service on 28 water recycling facility projects of similar magnitude and complexity as the 29 City's new Water Recycling Facility. 30 2. The firm,has provided service on over $51.8 million dollars of work for'Cnion 31 Sanitary District and $79.2 million dollars of work'for Dublin San Ramon 32 Services District. 33. 3. The firm has committed to provide a.qualified construction management team 34 with over 40 years of combined experience. 35 4. The firm. has a proven track record of controlling schedule and costs. 36 5. The firm is known for being proactive and solution orientated when 37 addressing environmental issues. 38 6. The firm's core values are based on teamwork. 39 7. The firm has established management systems for project management. 40 8. The firm has impeccable reference checks. 41 42 NOW THEREFORE BE IT RESOLVED, by the. City Council that: 43 44 45 1. The above recitals are true and correct and hereby declared to be findings of the City Council • of the City of Petaluma. Page 6 of 7 S: \wateriesources & ton servation\ Wastewater \90]2 \citycouncilUune 7, 2004\resolution certifying, construction manager.doc 1 2. The City Manager is hereby`authorized and, directed-lo a, Professional 2 Services Agreement with The Covello Group, 43, Quail" Court' Suite 111, Walnut 3 Creek, CA_ 94596 in theamount of'$6,877,251 for Construction. Management 4 Services in support of the Water Recycling Facility Project. 5 3. The resolution shall become effective immediately.. 6 4. A11 portions of this resolution are severable. Should any.individual component of 7 this resolution be adjudged to be invalid and unenforceable by a body of 8 competent jurisdiction, then.'the °remaining resolution portions shall be and 9 continue in full force and effect, except as to those resolution portions that have 10 been adjudged invalid. The City Council of the City of Petaluma hereby declares 11 that it would have adopted this resolution and each section, subsection, clause, 12 sentence, phrase and other portion hereof, irrespective of the fact that one or more 13 section subsection, clause sentence, phrase..or other portion may be held invalid or 14 unconstitutional. 15 16 17 18 19 20 • Page 7 of 7 SAwater resources & conservationMastewater \9012 \city council\June 7, 2004\resolution certifying construction manager.doc CITY OF PE'TALU MA, CALIFORNIA JUNE 7, 2004 AGENDA REPORT FOR RESOLUTION AUTHORIZING 'THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH THE COVELLO GROUP FOR CONSTRUCTION MANAGEMENT SERVICES IN SUPPORT OF THE WATER RECYCLING FACILITY PROJECT. 1. EXECUTIVE.SUMMARV ByMay.30, 2004, the City's Design Engineering Firm, C'arollo Engineers, will complete the 90% design of the new Water Recycling Facility slated for start of construction at 4100 Lakeville, Highway early next year. Thus, the design is ready for constructability reviews. The , purpose of this resolution is to provide Construction Management Services. Construction Managers hired prior to bid are known for resolving potential claim issues by reviewing documents from a contractor's viewpoint. City Management conducted a rigorous selection process designed to identify the best - qualified firm and recommends The Covello Group. The Covello Group is;recommended because the firth has extensive experience with construction management service on water recycling facility projects of similar magnitude .and complexity °as the City's new Water Recycling Facility. The Covello Group has provided. service on over $51.8 million dollars of work for Union Sanitary District and $79.2 million dollars of work for Dublin. San Ramon Services District. Furthermore, the' firm: has committed to provide a qualified construction management team with over 40 years of combined experience. In addition,_ The Covello Group has a proven track record, of controlling schedule and costs. Dublin San Ramon stated the following "no claims .on these prof ects and the change• orders have been about 3 -4 %." The company known for being proactive and solution orientated when addressing environmental issues. The'Covello Group's core values are based on teamwork; The company will `lead the team during construction while recognizing and' respecting the essential roll of all other parties. The Covello Group' has established management systems for project management. The Covello Group has impeccable reference checks with all previous clients contacted giving effusive praise of the recommended Project Manager and Construction Manager for the City's project. Thus, it due diligence and a rigorous selection process that City Management recommends The .Covello Group as the Construction Manager 'for the new Water Recycling Facility. City Management recommends that the City Council authorize the City Manager to execute aprofessional services agreement with The Covello Group for Construction Management Services,in support of the Water Recycling Facility Project. 2. BACKGROUND Project Overview Petaluma's. Water Recycling Facility is being developed under the followingprogram: • Phase 1 — Project Report, • Phase 2, — Project. Development • Phase 3 — Construction and Start-up Phase one concluded on December 11, 2000 with the City Council's acceptance of the Project: Report: The City began work on Phase 2 Project Development m January2001 . and completed approximately 50% design in. November 2002. The City completed a Value Engineering Study in December 2002. Based on results of the VE S"tudy; the,'.City commenced the Parcel A Feasibility Studyin January of 2003. On.August 18, 2003 City Council zd'opted- a resolution for engineering services in support of.locating the new Water Recycling Facility at 4100 Lakeville Highway (Parcel A). The design: of the' new Water Recycling Facility will be. at 90% on May 30 2004 and the construction management team is essential to commence biddability and constructabili'ty reviews. Selection of Construction Manager City Management,.conducted a rigorous selection process designed' to: identify the best - -. qualified firm -for the transition (biddability and constructabilityreviews). from,Phase 2 to Phase Iand management of Phase 3 Construction and Start-up. The projectteam included, Michael. J. Ban, P. E. and Margaret P: Orr, P.E. To provide, abroad range of experiences and perspectives, we expanded. the project team after the prescreening interview phase to include Talyon Sortor, POE.- (Senior Engineer, Fairfield Suisun Sewer District),, and Gordon Culp, P.E. (Principal', Smith Culp). The City began pre-screening nine (9) possible construction management firms in December 2003. After discussions with each potential construction management firm, and'reference checks to various projects in the Bay Area, three firms were selected to receive the Request for Proposal (RFP). The City issued an RFP for Construction Management Servi ices.'on March 29 2004 to: HDR;Engineering, Dodson' Engineers, and The Covello Group. In response we received proposals on April- 30 '2004 from: • The Covello Group ® HDREngineering (teamed with Dodson Engineers) Our Approach to assessing the proposers focused on three areas: 1. Proposal 0 PA 2' Reference Check_ s 3. Interview Proposal Both proposals were of a very high quality. We structured the RFP to facilitate review and comparison ofthe proposals, including a description of the type of information to be submitted how the proposals were to be organized, and a imit of 21 pages, excluding appendices. Both pr oposalsimetthe'requirements of the RFP. Each team included Construction Managers experienced in overseeing the construction of wastewater treatment plants, as. requested by the City. Reference, Checks The City's RFP specifically requested information on projects similar to the water recycling facility project completed by the proposed. personnel, including client name, phone number, address dates when service was provided, and description of work. We were able to complete twenty - one reference checks. The clients we reached regarded the firms very-well. The Construction Manager for each of the proposers had at least one client who was very effusive with their praise of the Construction Manager and went out of their way to.convey-how pleased they were with the Construction Manager's capabilities. Interviews The project team conducted interviews at the Petaluma Community Center on May 10, 2004. The interviews opened a 1,5- minute presentation by the team, followed by a 45- minute dialogue session. The project team carefullyprepared questions posed by the project team during'the dialogu& portion of the interview in advance. We mixed proposer specific questions with question&we posed to each of the proposers. Our questions addressed construction ;management of wastewater `plants a situation involving conflict resolution, quality assurance /quality control, safety, and public relations. Evaluation At the conclusion of the interviews, the project team discussed the. relative merits of the proposers, and then rated them. The proj ect team evaluated the proposals based on the following criteria: personnel, assigned to° the, project, inspection team capability, team cohesion, management 'Systems, reference checks back -up within the'proposed team, proposal, presentation, answers given during dialogue portion of the interview, cost and cost /hour. Recommendation The project team unanimously recommends that the City Council select The Covello Group forthe Construction Management Services. The project team's review determined it that The. Covello Group rated the highest and provides the following benefits t o the project: Benefit One: Extensive experience with construction management service on water recycling facility projects o The Union Sanitary District has utilized The Covello, Group for construction. management services since 1993 to complete $51,800,000 in upgrades to the dewatering building, mechanical building, Operations & Maintenance building effluent pump station, 30 million gallon per, day (MGD);plant upgrade consisting of new headworks with ,bar screen, modified, primaries, three new aeration. basins and blower building, modification. of existing four aeration basins, new digester and associated building; new electrical building with two generators. The Covello Group conducted a constructability review for the dewatering project and led the constructability review for the 30 MGD upgrade.. o The Dublin San Ramon Services District,has utilized The Covello Group for construction management services since 1997 to. complete $79,200;000 in upgrades to the wastewater treatment plant, water recycling facilities, and clean water and pipeline projects. All components of the wastewater plant were` upgraded from 11.5 to 17.0 MGD average dry weather flow. capacity. 'Of interest was that the upgrade project was completed six months, ahead of schedule. The water - recycling project consisted of a new 9.7 MGD plant consisting of upflow sand filtration, UV disinfection facilities, pump stations, and new electrical substation . and associated electrical building. A new 36 inch steel -pipe was also installed to deliver recycled water from the new tertiary plant. The Clean Water Project, consisted of a 3 MGD recycling project ,including micrgfiltration, reverse osmosis, UV disinfection, and 40,000 feet of'ppeline and groundwater injection wells. The Covello Group provided' a constructability review for the Clean Water Project. o The City of Brentwood utilized' The Covello Group from 1999 through 2003 to.complete the City's new $39,200,000 treatment facility. Facilities included .a new administration building laboratory building, tertiary filtration, and decommissioning of the existing wastewater plant. The Covello Group assisted the City with the development and implementation of the bidder's pre- qualification package, State.Revolving Loan Funds Loan administration,. and start -up.. City Summary Statement The Covello Group has witnessed the installation and start-up of every unit operation that will be installed at the City of Petaluma's new recycling facility except the,solids dewatering device, which.'is fairly recent technology. The Covello Group has direct experience -with cost control and scheduling, . El 'construc I tab.Hity reviews construction cost estimation, and prequalification for projects of°similar size. Benefit Two; Qualified and rI__ ex P. e lenced. construction management team o Bruce Presser, P.E. is a registered civil engineer and construction /program . with over 24 years experience in the construction management and ,design of public facilities. He is a principal of The Covello Group serving as Operations Director and� Program Administrator for its saf&ty pro, gram. He has managed and performed biddability and constructability reviews, developed standard specifications, served as construction/project inanageriand provided dispute resolution services on various projects including recycled water facilities, wastewater treatment plants,, pipelines, buildings, roads and.bridges. Mr. Presser will be the Project Manager for the duration of our project. o Ken Sinclair has 15 years experience in the design and construction industry. He has managed projects as a construction m anager, owner, and contractor. His experience includes water and wastewater treatment plants for and to public agencies, buildings, pipelines, pump stations and...reservoir design and construction. This combination of Agency/Contractor expertise has produced a variety of successful proj ects. - Mr. Sinclair will be the,Construction Manager for the duration of our project. o Ed O'Brien has seven years of'experibrice in the construction, planning, ,and design of water and wastewater facilities and buildings. Mr. O'Brien's experience includes hiddability and constructability revieWs?and construction, management of wastewater and building projects. In addition, he also has e . xpenence with the preparation,.driddesign of rehabilitation ,feasibility studies, water and wastewater master plans, and detailed design of pipelines, pumping stations and treatment facilities. Mr. O'Brien will be the Resident Engineer for the duration of our project, City Summary Statement: The learn presented -by The Covello Group has more than 40 years ex in Construction . p �eri Management Services. The team has produced successful projects even tinder the most difficult contractor circumstances. Benefit 3: Troven control of construction cost atid schedule o Feedback gained from the Union Sanitar y District on the Administration Building and Cor porate Yar projects indicated that Bruce Presser developed an excellent relationship with the District -and Contractor. The Covello Group faced many ,challenges on the project including constructability tructability issues, labor shortages, poorly performing subcontractors, and a strict �i completion schedule which they diligently worked through to make the project a "remarkable success" for.the'District. The project only had a 3% change order rate. Covello stayed within their original budget for-the project. Covello is currently working on projects totaling $14,000;000 'for the District. o Feedback. gained from Dublin San Ramon Services'District on the near $79,NOMO0 million. dollars of work completed so far indicated that "all projects have- been completed within the District's change- order and time constraints with no unresolved claims." Mr. Presser has been the lead on these projects. Mr. Sinclainoonducted a biddaVility, / constructability review for the District.. City Summary Statement; The City's goal is an on- time,and in- budget new water recycling 'facility. The Covello "Group.has the experience in meeting both constraints on projects of similar'size. ® Benefit 4; Proper attention to sensitive environmental concerns o Ms. Vivian Housen from Environmental Science Associates (ESA): indicated that The Covello Group was an effective team member in addressing environmental needs for the major pipeline'project.. ESA found The Covello Group to be proactive and solution orientated when addressing environmental issues, includ coordination, changes in :field conditions, contractor issues and monitoring coordination. ESA recommended The Covello Group from an environmental perspective. City, Summary Statement: The Covello Group,has built projects with environmentally sensitive areas and has been successful in meeting the diverse: regulatory requirements that complicated projects present. • Benefit 5: Team concept core value of the firm o. Leadership and Approach The Citywants.a proactive and collaborative team effort. The Covello Group's philosophy is based on a team approach, to all facets of;their work. The Covello Group has promised to ,lead the Team during construction while recognizing and respecting the essential role of all other parties. o Design Document- Quality and Completeness • The City recognizes, the importance of accurate and constructible co_ ntract documents. • The Covello Group experienced construction team wild, conduct a constructabil'ity'review to improve the. overall ,quality of the construction documents and mitigate;issues before construction. no 0 o Bi'd,Amount ■ The City does not want to be surprised by the amount of the Contractors' bids. The Covello Group has assembled a team of in -house construction professionals and other professionals with the contracting experience to prepare an "opinion" of the probable construction cost. Q Quality Contractor • The City desires a qualified, quality Contractor to construct this important project. • The Covello Group will assist 'in the review of the pre- qualification package with their in -house professionals, who have experience • developing such packages, supplemented by legal counsel. o Cost Control ■ The City wants the project completed within budget. The Covello Group understands that change management requires detailed attention, prompt action, proper systems and experience. The Covello Group brings all of these . tools to the City to manage this process throughout the Proj ect. o Project Schedule ■ The City is anticipating operation of the new water recycling facility in the spring of 2008. ■ The Covello Group h9s' the expertise to work with the Contractor on the baseline schedule development and can actively anticipate,'monitor and address schedule concerns as the Project progresses. o Quality Construction ■ The City.requires that the - final construction project meet the intent of the design and provide a reliable long -term operating system. ■ The Covello Group, working with Carollo Engineers, and the Contractor, will strive to provide the quality product defined in the Contract. Documents. o Community and Environmental Awareness • The City wants to limit the impacts due to construction and provide environmental enhancements and educational opportunities to the community. • The Covello Group has the experience and sensitivity to appropriately address concerns with the environment and community concerns. o Start- Up 'and,.Plant Turnover 7 ■ The City wants a well coordinated and conducted plant start -up that: should lead to better plant operation and system performance. The Covello. Group is positioned to lead this effort recognizingthe critical role of Carollo Engineers,, Plant Staff, the .Contractor, and the Start-Up Team. City Summary Statement; The The Covello Group's approach to construction; management has a central theme of working together for the success of the project. Both Covello projects visited byCity Management presented team atmospheres. • Benefit 6: Established management systems for project documentation o . The Covello Group has suggested that the baseline schedule is a key component,to successfully manage the water recycling facility project. Deviations from the planned progress will be addressed `with the Contractor. o The Covello Group utilizes , a proprietary database (1Vlicrosoft Access'platform) for°tracking and managing the Project Documentation. Changes :including Requests for Information (RFI), Clarification Letters (CL), Requests' for Quotation (RFQ's), and Field. Orders (FO) are just`some of the items that will be tracked in this searchable database. City Summary Statement: The City has visited two of The Covello Group job sites and both presented well organized filing systems tracked through an Access Database displaying accurate and thorough documentation. City Management reviewed the database at both job sites. The system in use was, easyto understand and follow. o Benefit 7: Impeccable reference checks o- 'Richard Currie from. Union Sanitary District stated the following; • "Bruce Presser did a fantastic job with, a moderately -difficult contractor." • "Bruce did a good job. on claims mitigation." ■ Richard has asked for Bruce on subsequent work. Richard "could not identify anything he would suggest that Bruce improve." • "Ed O'Brien has been a good.project manager. He has been very good in working with the operations staff • "Ed - ,is agood communicator and is good at running construction meetings:" o David Requa from Dublin San Ramon Services District stated that Covello has provided CM services on about six projects over the past five years. David stated the following: ■ Covello "has -donne an excellent job and he recommends their ghly ■ Covello "have had no claims on these projects and the change , orders have been. about 3 -4 %". r "The firm has a very balanced view about risk and responsibility between all parties and they don't view the contractor as an enemy who thinks the world is owed to them." ■ `Bruce is a good communicator, a good listener and is good at drawing information: out of contractor personnel who may not be good communicators. "Ed had 3 -4 office engineers.and about 6 inspectors working for him on the project. 'Ed has done an excellent job." o Tim Hanson from Union Sanitary District stated the following: "Covello has been the District's "go -to" guys for Construction Management." ® "Bruce has been working with `Ed O'Brien who is the on- site representative and he couldn't ask for a better team. They keep the owner informed and maintain a good relationship with the owner.." ■ Tim also said.he "wouldn't hesitateto hire Covello again for any size project:" o Paul Eldridge from the City of Brentwood stated the following: ■ "Ken Sinclair was the lead Construction Manager for Covello and had 3' -4 ;Inspectors working for him." Brentwood liked his work so much that they sole- sourced added work to Covello and Ken. ■ Paul also said he `-`would hire Ken again In fact, they have asked Covello to provide Ken as the Construction Manager lead on a large water transms "sion line that will go into construction next summer.. o S,andeep Karkal from Delta Diablo Sanitation District stated the following: ■ "I would hire Covello and Ken anytime." ■ "Ken' works with a partnering type;,approach and is not confrontational in disputes and works well with all parties.'' ■ `Bruce Presser has a lot of experience and is very cool under pressure. ■ "They have kept change orders to 34% max on their projects. o Michael Throne from the City of Benecia tated the following: ■ "Ken is a good communicator, is responsive and flexible. He does a good job of carrying the owner's intent to the contractor."' This projectwill'not interfere with the% City's'project. 9 "The City is satisfied and would hire Ken and Covello again." o Bill Lindsay from the City of Orinda state the following: ® "Ed provided, on-site Construction Manager,serv,ices for $12 million dollar library project. There was a very active citizen's group involved and he worked well with them. He had good working relationships with the City staff, contractor, and architect." ■ "Ed is a good problem solver." ■ The City of Orinda has hired Covello again for a City"' off ce building project. City Summary Statement: Every reference check for The Covello Group indicated a culture of listening that resulted -in successful management of change. for the owner. The City Petaluma's project is of a magnitude that success will be defined by how cohesive, the Construction Manager can.manage the various issues over the 30- month construction season. City Management has been convinced through our prescreening,,proposal, interview, andreference check process that 'The Covello Group can meet the demands of bur exciting project. City Management recommends that the City Council authorize the City Manager to. execute a professional services agreement with The Covello Group for Construction Management Services in support of the Water Recycling Facility Project. The Covello Group, and the City have initiated negotiations on a comprehensive scope, of work. A copy of'ilie scope of work and associated cost detail is provided in Attachment A. 3. ALTERNATIVES Alternatives to be considered at the June 7, 2004 Council meeting include: 1. Take no. action. 2 Select another firm. 3. Reject proposals and -start over. 4. Approve resolution authorizing the City Manager to execute a Professional Services Agreement with The Covello Group for Construction Management Services in support ' of the Water Recycling Facility Project. 4. FINANCIAL IMPACTS Proposed costs for Construction Management Services are as follows: TASK 1: PRECONSTRUCTION Preconsiruction,consists of the following major tasks and will begin on June: 8 and be finished bylhe anticipated bid date of December 1, 2004 (6 months). 10 1. Bid'dability,and C.onstructabil ty Reviews • The 90% design package.as developed by Carollo Engineers consists of 575 engineering plans and a specification package of over 1200pages. The Covello Group will review this package for the following: conflicts, omissions, and ambiguities between plans and specifications; completeness of the bidding documents; coordination between design disciplines; potential claim areas; sequencing and constraints; front =end contractual documents. The Covello Group..provides an independent third -party review. The. Covello Group has gathered a team of 10 highly regarded professionals to review the package for the City. Once the design, engineer has incorporated the comments from the 90 %o review, The Covello Group will. review the 100% design. and;cross check it with the comments from the 9D %, review. 2. Project Team Meetings • The Covello Group will attend the monthly design meetings through October. 3. Opinion, of Probable Construction Cost • The Covello Group will prepare an Opinion of the Probable Construction Cost from a construction standpoint. The combination of the Design Engineer's Opinion of Probable Cost with the Construction Manager's will improve the accuracy of the estimate. 4. Prequaliff cation Package • The Covello Group will Work�with our Design Engineer to develop, this important document to reveal to the City potential bidders that don't meet the requirements fora project of this magnitude. The Covello Group will be checking references and helping the Design'Engineer with all aspects of required qualifications. Of'interest is that the Instrumentation & Electrical (I &E) Contractors will 'be pre - qualified along with the General Contractor. 5. Forecast Schedule • The Covello Group will. prepare a forecast schedule of the Project based on the 90% design documents. The schedule will check the current anticipated construction duration ands any possible milestones to be incorporated into the Construction Contract. Total Task 1 = $323,050 11 TASK 2 BID PHASE The bid phase consists ofthe`following major tasks and will begin in December and be finished by 2005 (4 months). Three Covello staff members will be involved in this -phase of the project. 1. Prebi'd.Meeting o The. Covello Group; will attend and facilitate the pre -bid meeting.. 2. Addendum e The Covello Group will review addenda, prior to issuance, as requested by the City. 3. '.BidReview o Covello will, review bids -for conforrnancel with,requ'irements. Covello will coordinate the review and acceptance+ofthe Contractor's bonds; and verification of insurance 'coverage. 4. Notice of Award. and Notice m Proceed • Covello will assist with the City's preparation of Notice of Award and Notice to Proceed Total. Task 2 $32,408 TASK 3:: CONSTRUCTION PHASE Construction consists. of the following major tasks and will begin.in April '2005. Construction will be substantially,completed by November of2007 (30 months). The project has elevenfull time staff members assigned to it and a team of sub consultants people on site at any one time) that provide materials testing and special inspection, surveying, and review of temporary construction submittals. 1. Pre - construction Conference m The Covello Group facilitates this meeting and addresses administrative .issues. 2. Partnering ® Partnering begins as a ,two -day meeting facilitated by a professional to help thel team members agree on how issues . will be resolved and the best way to manage tall. the paper work associated with such a largeproject. This process is a pro- active measure incorporated on most large construction projects. The Covello Group will participate -in this City head program. Follow -up sessions are utilized during the project to enhance productivity. 3'. Construction Administration Services The, Covello Group will provide construction. management services as follows receive all correspondence from the Contractor, address all inquiries. from the Contractor, act as, the project coordinator, point of contact for all communication 12 with °ihe Contractor, provide a,do,'cument tracking system, and store all project files afthejob site. 4. Meetings ® The Covello Group will prepare ;agenda, facilitate meetings, prepare and issue the record of discussion. 5 Coordination with Outside Agencies and Public ® The Covello Group will provide field coordination with outside agencies and provide public outreach assistance. 6. Submittals ® The Covello Group will establish, implement and coordinate the submittal process. The Covello Group will review temporary construction submittals. The Design Engineer anticipates approximately500 submittals for this project. Clarification Process ® The Covello Group will receive all requests for information -(RFIs) from the contractor and determine if the request is a valid RFI. Covello will respond. to the Contractor for any administrative and general RFIs. Covello will route all other RFIs to the Design,Engineer. Covello will review the Design Engineer's:response and verify acceptability of the response. Covello will maintain a system.for logging and tracking of RFIs. 8. Change: Order Preparation, Negotiation & Processing ® `The Covello Group'will forward RFIs that become change requests to the Design Engineer.. The Design Engineer will prepare design details. The Covello Group will prepare and issue change request to the Contractor with the appropriate design documents and scope of work. The Covello Group will prepare an independent cost estimate and/or verify the acceptability of the Contractor's cost proposal. The Covello Group will authenticate the ;Contractor's cost proposal for significant or complex changes. The Covello Group will prepare change orders, implement and maintain. a system for tracking orders, issue supplemental work orders and maintain a tracking system for supplemental work. 9. Progress Payment • The'Covello Group will review the initial cost breakdown prepared by,the Contractor, verify the quantity °and acceptability of stored materials, verify Contractor's construction progress as it relates to progress billing procedures, carry out the administration, preparation and process ;of progress payments, prepare the summary cover sheet for payments. 1.0. Scheduling, The Covello Group will review and work with the Contractor on development of their baseline schedule and review the 1.3 monthly updates. The Covello .Group will utilize their construction.knowl..edge and the. schedule provided by the Contractor to intervene on, the City s: behalf if the project schedule becomes a concern. 11. EIR.Conformance ® The, Covello Group will hold a kick -off meeting to discuss the environmental mitigations requirements with the Design Engineer and the environmental consultant: ,Agreement will be made on environmental mitigation requirements. The Covello Group's inspectors will monitor the construction manager to see thatthey'are,..on a�daily basis, corn the environmental mitigation.requirements in the contract. The Covello Group willmaintain an environmental mitigation spread sheet and update it with the.Design Engineer and environmental consultant monthly. 12. City Council Meetings . • The Covello Group will attend the City Council meetings when requested to assist the City. 13..Monthly Report • The Covello Group will provide a brief monthly report with the following components: project cost versus budget, project schedule, description of .construction completed for the month and , anticipated progress, for the following month„ any issues. that may impact project cost or schedule and the plan to resolve the issues, digital photo log of the month's activities, other items as needed. 14, Field Observation Activities • The Covello. Group will .provide a team of inspectors for the daily field observation of construction including civil, structural, mechanical, arid. electrical, instrumentation & control, coatings, and. corrosion for conformance. with the contract documents. Each inspector will prepare a daily report. The Covello Group will provide digital photos and digital video of daily construction activities, monitoring of Contractor's installed traffic control plan, coordination with utility companies, log , of reviews of record drawings, and building department .inspections. The Covello Group will. also See t h at adequate quality control and s pecialty-i "nspections including material testing: and surveying are taking place, 14 15. Safety ® The Covello Group will comply with appropriate regulatory, project and City regulations•regarding necessary safety equipment or procedures during performance of Covello's work. Total Task 3 = $5,281,269 TASK 4: START -UP PHASE The start -up phase consists of the following major tasks, and will begin in December 2007 with completion by May 2008.(6 months). Eight Covello staff members will be involved in this phase of the protect. 1. Testing 2. Start-up ® The. Covello .Group will witness testing.required prior to system startup i.e. control loop, individual 8 -hour equipment testing.and startup, etc. as required of the Contractor in the Contract Documents. ® The Covello Group will provide a startup plan, oversight, administration,and coordination and witnessing of startup and testing. 3. Training ® The Covello Group will coordinate. training between the City, 'Plant Staff, Design'Engineer and Contractor. 4. Corrective Work, Item List ® 'The Covello. Group will prepare corrective work item list, confirm. items on the list as completed, perform final crosscheck of record drawings and prepare the substantial completion certificate. 5. Final Inspection,and Punch list The .Covello Group will conduct the final inspection with the Contractor, City, and Design Engineer and ,prepare a list of outstanding deficiencies, prepare and issue a punch. list, and verify that punch list work is complete. 6. Project Closeout ® The Covello Group will accept the record drawings and Operations ,& Maintenance Manuals from the Contractor. Total Task 4 = $809,376 15 TASK 5: CLOSEOUT PHASE The closeout phase consists of the following major tasks and.will begin in is June 2008 with completion by June 2009 (12 months). 'Three_ Covello staff' members Will be involved in. this phase.of the project. 1. Close -Out • The Covello Group will turnover all project.fi'les to the City and assist in providing all required documentation forthe State Revolving Loan Program. 2. Warranty Coordination • The Covello Group will prepare a warranty file and log, assist in defining, warranty procedures, and participate in monthly and on -year inspections. Total Task 5' $103,660 Subtotal. $6 Contingency = $327,4,88. Total = $6 The total cost for this phase of work is approximately 9.8% of theconstruction cost. This is typical .for other wastewater construction management services provided for the City. For instance, the construction management services for the Pond Influent Pump Station Project was 9.4% of the construction cost; the construction management,seryices for'the Disinfection Facility Upgrade Project was 118 6 /o , ofthe construction cost. CONCLUSION The Covello Group is being recommended because the firm has extensive experience with construction management servi_ce�on water recycling facilityprojects of similar magnitude and complexity as the City's:new Water Recycling Facility'. The Covello Group has provided.service on .over $51.8' million dollars of work for Union :Sanitary Distrietand'$79.2 million dollars of work for Dublin San Ramon Services District. Furthermore, the firm has committed to provi& a qualified construction management team with over 40 years of combined experience. In addition, The Covello Group. h_ as; a. proven track record of controlling: schedule and. costs. Dublin San Ramon stated the following "no claims , on these projects'and the change orders have been about 3 -4 %." The company is known for being.proactive and solution orientated -when addressing environmental issues. The: Covello Group core values are based on tealtiwork,and the' company has promised to lead the Team, during, construction while recognizing and respecting the essential roll of all other parties. The Covello GroupIas established management systems for project:management. The Covello 'Group has impeccable 16- reference checks with all previous clients contacted giving effusive praise of the recommended Project Manager and Construction Manager the City's project. Thus, it is with due diligence and' a,rigorous selection process that City Management recommends The Covello Group as the Construction Manager for new Water Recycling Facility. 6. OUTCOMES ORYERFORMANCE MEASUREMENTS THAT WILL IDENTIFY SUCCESS OR COMPLETION: Successful construction of 'the Water Recycling Facility. 7. RECOMMENDATION City Management recommends that the City . Council authorize the City Manager to execute a professional services agreement with The Covello Group for Construction Management Services in support of the Water Recycling Facility Project. g: /forms /2003 agenda bill 17 SCOPE OF WORD CITY OF,PETA:LUMA, ELLIS CREEK WATER RECYCLING FACILITY CONSTRUCTION MANAGEMENT SERVICES THE COVELLO GROUP, INC. A. TASK 1 - PRECONSTRUCT.ION 1. BidBahility & Constructability (B &C) Reviews: a. Initial Project Review: The Covello Group (Covello) will meet with the City and Design Consultant to review the basic project background and design concepts. b. - B &C Review: Based :on the design plans and technical specifications provided by the Design Consultant, we -will review the documents for: 1. Conflicts, omissions ' and,ambiguities between;theplans and specifications 2. Completeness of the bidding documents 3. Coordination between design disciplines 4. Potential claim areas 5.. Sequencing and constraints 6. Front end contractual documents The B &C reviews will not include a comprehensive review of,all technical specifications or plans but wi l concentrate on ,the: areas where our past experience has shown the greatest potential for value is generally, found.. The B &C reviews will not include a review for building, code compliance, des gn,peer review, design plan check or value engineering: We also do not guarantee that all deficiencies in the bidding documents will be found during the, B &C review. Th=ain purpose of a B &C review is to mitigate potential:costly problems and changes during construction. The review can reduce and mm mize contractual disputes that often arise during the actual construction of the ,proj'ect. Elimination of changes, design errors or omissions, and conflicts in the design are never completely achieved. Detailed written review comments will be provided in both hard copy and electronic version. Review comments will include plan number and specification number, comment and/or Suggestion, Covello reviewer, space for designer's. response, weighted system (critical, general or editorial), space for including, follow -up notes. When requested by the City, Covello will provide supporting justification (potential cost range, identification as a potential construction change _order /claim, etc) for the incorporation of a comment in order for the City to determine if it should consider additional design costs to incorporate the item. ® 90% Design Package:. The 90% design,package will be reviewed.. commencing on June 8, 2,004 with comments provided on July 30 2004. The budget estimate is based on a total of approximately 580 design drawi.ngs.'A minimum of eleven ( l l) copies of the design documents will be required for the review. ® 1'00 % Design Package: The 100% design package will be reviewed commencing on August 27, 2004with comments provided on September 17, 2004. A Page '1 of 11 5/22/04 City of Petaluma - Ellis Creek Water Recycling.Facility The Covello Group Scope of Work 0 minimum of five (5) copies of the design documents will be required for the review. This review - will b.e primarily centered on confirming the incorporation of the changes from the comments provided on the 90% review. c: Review Meeting: Covello will meet with the City and Design Consultant to review the findings of each of our B &C reviews. d. Design -Consultant Response' Covello requests that the Design Consultant provide written response to Covello's comments prior to the next B &C review phase and prior to projectbidding for the 100 % B &C reviews. e. Sequence & Constraints: Covello will review and provide comments on the construction sequencing, constraints, shutdowns and milestones initially developed by the Design Consultant. f. Front -End , Specifications: Covello will review the front -end specifications, i.e. the Bid Documents, General Conditions and Special Conditions: The administration practices will be reviewed. This review will not be a full comprehensive "review of these front- end .documents but will concentrate on areas where past experience has shown the greatest problems often occur ;and to enhance the administration practices. 2. Team Meetings: Covello will attend and participate in the project team meetings from June 2004 through October 2004. The budget for these meetings is based on eight (8) hours per month for Bruce Presser and two (2j hours per month for Ken Sinclair. 3. Opinion of Probable Construction Cost: Covello will prepare an Opinion of the Probable Construction Cost from a construction standpoint. In providing opinions of probable construction cost, the City understands that Covello has no control :over costs or the price of labor, equipment or materials, or over the Contractor's method_of pricing; and that the opinions of probable construction costs provided herein are to be, made on the basis of Covello'& qualifications and experience: Covello makes no warranty, expressed or implied, as to thel accuracy of such opinions as compared to bid or actual costs. ® 90% Design Package: The Opinion of Probable Construction Cost will be ,prepared based on the 90 %. design package incorporating; the substantial comments from the 90% B &C review. This work will be prior to the submittal of the 10.0% o design package for "review. 1.00% Design Package: The Opinion of Probable Construction Cost from the 90% design phase will be updated based on the 1.00% design package. 4. Prequalific,ation Package: a. Initial 'Package Review: The prequalification package for the general and electrical contractors developed by the Design'Consuftant and the City will be reviewed and comments provided. Page 2 of 11 City of Petaluma — Ellis'. Creek. Water Recycling_„Facility The Covello Group Scope of Work b. Bidd&Stiniulation: Covello will contact prospective contractors to stimulate interest in their submission of a prequalification package. Covello will provide the list of potential bidders contacted byCovello fo the City: c. Contractors' Package Review: Covello will assist with the review of the prequalification packages prepared and submitted by the: Contractors and assist in the determination of the "pre - qualified contractors Covello will contact the listed references and provide written responses from references to the City. d. Covello will coordinate results of prequalification package with the design engineer for one cohesive recommendation to the City and.,provide written.responses from references to the City. 5. Forecast Schedule: Covello will prepare a forecast schedule, of the project based on the 90 % design documents. The schedule will check'the cuirent anticipated construction duration and any possible milestones to be incorporated in_ to the Construction Contract. It is currently estimated that this work will take place in August,2004. 6. Industry Information: Covello will periodically advise_ -the City of construction related issues that Covello becomes aware of that could have an effect on the bids or construction of the project. B. TASK 2 — BID PHASE 1. Prebid Meeting- Covello will attend and facilitate the Prebid meeting. Covello will prepare record' of discussions of the Prebid meeting to be distributed as addendum to the Bidders. 2. Addendum: a. Design Consultant; will review.Bidders' questions and prepare addenda. Covello will assist with review of addenda, prior to issuance, as requested by the City. b. Carollo will manage the distribution of documents to planholders, fielding of questions from Bidders, and issuance of addenda. 3. Bid Review a. Covello will assist as requested in analyzing the bird. Services include: 1. Covello will review bids for conformance with requirements. Covello will provide a bid review repot with spreadsheet of requirements and conformance of.each bidder's submittal. 2. Covello will assist the City with package for recommendation for award' for the City Council. b. The Design Consultant will review the bids for design and technical issues. C. Bonds & 1. Covello Will coordinate the review'. and acceptance of the Contractor's bonds and verification of insurance coverage. 2. Covello: legal counsel will review and approve bonds and insurance and make recommendation to City legal counsel. Page 3 of 11 City of Petaluma — Ellis Creek. Water Recycling Facility The Covello Group Scope of Work 4. Notice of Award and Notice: to Proceed: Covello will assist with the City's ' preparation of the Notice .of Award and Notice to Proceed. C. TASK 3 CONSTRUCTION PHASE L Pre- construction'Conference a. Covello will. prepare the agenda for the:,meeting, facilitate the meeting, address administrative and non- design issues, and prepare the record of discussions of the meeting for distribution. b. The Design Consultant will attend the meeting and address design issues: c. The City will attend the meeting. 1 Partnering a. Covello will attend and participate in the initial partnering session. b: Covello will attend and participate in the follow -up partnering sessions; approximately two to four sessions a year. 3. Construction Administration Services a. Covello wih ,provide construction management services. Covello will receive all correspondence from "the Contractor:and wil I address all inquiries from the Contractor and all construction related correspondence. The. Design Consultapt will be responsible for providing any design input. b. Project Coordination: Covello will. act. as the - project coordinator and the point of contact for all communications with the Contractor. Covello will coordinate the construction related activities of the Design Consultant, City an Contractor. c. Document Tracking System: Covello will establish, implement. and maintain a system for tracking the construction project: correspondence and documents using Microsoft Access. The database will be backed up to the City's hard drive daily. A CD backup of the database will be provided;to the Citymonthly. The document.tracking system will include the preparation,and maintenance: of issue files. Issue; files will be created. for construction activities that have cost, delay or claim potential associated with them d. All construction project. files will be stored at the job site in file cabinets: At the end of the project, °the construction .files will be delivered to the new plant:.library and organized for future reference; and use by Covello, Carollo, or the City:, 4. Meetings a. Covello will prepare the agenda for the progress meetings and other construction meetings required during theYroject. b. Covello will facilitate the progress meetings and other construction.meetings: c. The City and the Design Consultant wilLattend the progress meetings. The Design Consultant will attend other construction :meetings, when design input is required: Outside agencies and.parties will be invited to attend -the meetings; when applicable: d. Covello 'will prepare and issue the record of discussions for the progress. and other Page 4 of 11 City of Petaluma — Ellis Creek Water Recycling Facility The Covello Group Scope of Work construction meetings. Within _four (4) working days of meeting draft record of discussions will. be' provided to the City, Contractor; Design Engineer and Construction Manager. Action items will be identified. If the meetings are held, Covello will attend monthly management team meetings with the City and the Design Consultant. 5. Coordination with Outside Agencies and Public a. Outside Agency Coordination Covello will provide field. coordination with outside agencies and work to see that the Contractor obtains any necessary permits and complies with the listed restrictions. b. Public Outreach, Assistance, including: 1. Covello will create and maintain forms in a file for citizen inquiries and Covello response. 2. Covello will. create a periodic "Ellis Creek'Water Recycling News Letter" (twice per year) withproject status, look ahead items to alert local businesses and residents of What to anticipate (i.e. concrete truck I traffic, etc.). Covello will maintain mailing list provided by City and mail copies at important points in the project to, be agreed upon with City once the contractor's schedule is submitted and reviewed (i.e. kick -off, etc.) 3. Meetings with the public may be facilitated by either Covello or the City. 4.. Covello will -be the City's representative. for�publ''lc inquiries and be available to the communityto provide, an open level of communication and public relations. 5. Covello will. refer all media inquiries to the City. 6. Submittals a. Covello will establish,, implement and coordinate the submittal processing. b. Covello will receive the -submittals from the Contractor and check the submittals for general conformity with the Contract- requirements'. If obvious deficiencies are apparent in the submittal, . Covello will send the - submittal back to the Contractor for correction.,- c. Covello will route the submittal, to the Design Consultant and City, as appropriate, for review and. will route the reviewed submittal back, to the Contractor. d. Covello will maintain a log and tracking system for •submittals. Covello will track the status of submittal review with the Design Consultant and the status of shop drawing resubmittals with' the Contractor: e. The :Design, Consultant will review all design related. submittals and shoring plans. f. Covello will :review other temporary construction submittals required to be submitted for review bythe Construction Documents including; temporary piping, electrical, traffic. control plans,and construction staking plan. Review the, construction staking plan, limited to. checking that a competent person created the design. 7. Clarification Processing a. Covello will, establish, implement and coordinate the system for processing 40 clarifications. b. Covello will receive "all requests for information(RFls) from the Contractor and determine if the request is a valid RFI; if not, Covello will return the RFI to the Page 5 of 11 City of Petaluma — Ellis Creek Water Recycling Facility The Covello Group Scope of Work Contractor. c. Covello will provide a response to the Contractor 'for any administrative and general RFIs: d. Covello will, route all other RFIs to the Design Consultant or the City as appropriate. ` e. The Design Consultant will review design related RFIs and provide designresponse. The City will provide response as necessary. f. Covello "will review the Design Consultant's response and verify acceptability of response. If the response materially affects the design; it will be reviewed with the City and/or the Design Consultant, as necessary, to verify that it is required. Ifit is required, Covello will issue a change request. g, Covello will maintain a system for .logging and tracking RFIs. Covello `will track the status of RFI review with the Design Consultant. h. The Design Consultant will prepare Design_ Clarifications where design issues are identified'by,Covello, the Design Consultant, or the City. Covello.will prepare Clarification Letters for transmittal to the Contractor of the Design .Consultant's Design. CIa lcatioins and other clarifications including City requested changes: 8. Change Order Preparation, Negotiation & Processing. a. The Design Consultant will prepare design details for change requests. b. Covello will prepare and issue the change request to the Contractor, with the appropriate design documents and scope of work. Covello will discuss the scope with the contractor to improve agreement and understanding. c. Covello will prepare an independent cost estimate and/or verify the acceptability of the. Contractor's costproposal for each change request. Independent I cost ;estimates.'will be prepared for significant and/or complex .changes to authenticate the Contractor's cost proposal. The Design. Consultant's input may be requested for specific equipment and material costs. d. Covello will negotiate change orders with the Contractor. e. In the event the Contractor encounters. a time sensitive problem where it is notpractical . to take time to,negotiate a Tsettlernent, Covello will issue afield order. All work done under a field order will be, completed on a. time and material basis. Covello will have authority for issuing field orders to a,maximum value of $10,000 without prior notice or approval from the City only.if Covello can't reach the City's Engineering Manager via cellular phone or office phone. Covello should confirm the `absence of the Engineering Manager through the Department, of Water Resources and Con "servation.Offce Professionaland discuss possible change with the Director if available As Soon as practical dependent on field conditions, Covello will, advise the City of the issuance of such field order; and the City will, execute the field order. . Field orders with an allowance greater than $10,000 will be- reviewed and approved with the' City prior to issuance. f Covello will prepare change orders for execution by the City and Contractor. g. Covello will implement and maintain a system_ for logging and .tracking changes- h. Covello will have authority to issue supplemental work orders for work covered by the Differing S'ite all'owance,Jf applicable. i. Covello: will :implement and maintain a. system for logging and trackingTthe supplemental work. Page 6 of 11 City of Petaluma — Ellis "Creek 'Water Recycling; Facility The Covello Group Scope of Work 9. Progress Payment a. Covello will review - the ,initial cost breakdown prepared by -the Contractor. b. Covello will verify the quantity and acceptability of'storedmaterials. c. Covello will verify the Contractor's construction�progress as it relates to the progress billing procedure. d. Covello will handle the administration, preparation and processing of the monthly progress payments., e. Covello will:,prepare the summary cover sheet for the,progress payments which will be executed by Covello; the; Contractor, and the City.. f. Covello will collect but not review the certified payroll from the contractor. 10. Scheduling a. Covello will review and work with the Contractor- in their development of the initial baseline schedule. Covello will provide written comments to the .Contractor on the baseline schedule.. b. Covello will review. and work with the Contractor in their review and preparation of the monthly updates. Covello will provide written comments to the Contractor on the monthly update schedule. Covello will utilize their construction ' knowledge and the schedule provided by the Contractor to intervene on the City's'behalf if the project schedule becomes a concern. Covello will document to the Contractor and City any issues noted in. the monthly'update schedules that may affect the on -time and in- budget delivery of the project. For example, delay in transition from structural work to mechanical work. Review will include key elements such as logic, sequencing, constraints, shutdown requirements, early completion milestones, impact of field changes and schedule completeness. 11. EIR Conformance: Covello will coordinate and schedule the work of the Design Consultant and their environmental consultant for conformance with the EIR. a. Hold a kick=off environmental mitigations requirements meeting with the Design Consultant and environmental consultant, and agree on construction management inspection and .management:actions, and role of design engineer and environmental consultant related to.environmental mitigation process. b. Construction Manager's inspectors will monitor the construction contractor to see that they are,_on, a daily basis, complying with the environmental mitigation requirements in the contract. c. The Environmental Consultant will prepare the.b.ase spreadsheet defining the environmental mitigation items to.be monitored during construction. The Construction Manager Will. maintain the spreadsheet of the environmental mitigations, and review the status at least monthly with the design engineer and environmental consultant. Notes to include what items need action. 12. City Council Meetings;. Covello will attend.City Council meetings when requested by the City to assist the City staff:in updating the City Council on the status of construction. 13. Monthly Report: Covello will prepare and issue a brief monthly report to the City , .Page 7 of 14 City of Petaluma —Ellis Creek Water Recycling Facility The Covello Group Scope of Work , summarizing the following: • Project cost- versus budget • Project. schedule • Description.of construction completed for the month and anticipated progress for the following:month • Any issues that may imp_ act project cost or schedule and the plant .to resolve these issues • Digital,Photo Log of month's activities • Other,iterns as necessary to update City on progress or, meet City requirements as needed (possibly document.local labor, if applicable) • Provide report in paper form and electronically so items can be . for Council. Presentations 14. Field.Ohservation Activities a. Covello will provide daily field observation services of construction including civil, structural,, mechanical electrical instrumentation & control, coatings and corrosion for' conformance with Contract Documents. b. Each inspector will prepare one daily report documenting field activiti'es,. field crews_, Contractor, equipment and field problems: Daily reports will be submitted toa the, Covello Resident Engineer by 10 :00 am the next working day following'the work. c. Covello will provide and maintain digital photographs and digital video of daily f eld activities. Covello will present photo log in photo albums and on CDs. Photo log will be updated monthly. d. Covello will provide video and photographic documentation of the project jobsite and adjacent Lakeville Highway for 100 yards east and west ofthe jobsite prior to construction. e. Covello will monitor °the Contractor's installed traffic control .plan for compliance with the approved traffic :control plan. f. Covello will monitor °the. Contractor's coordination with utility companies and compliance with `the utility companies' requirements, as applicable. • Covello will.hold a kick- offineeting,at the beginning of construction to advise affected utilities that the Work is starting,, and provide a contractor schedule of when utilities may be affected. g. Covello will maintain a log of reviews of the Contractor's record drawings and provide comments to Contractor on what actions appear necessary to correct :or add to the drawings. Covello will help coordinate drawing updates with Design Consultants CAD Operator on a monthly basis. Covello will confirm updated drawings with Contractor. Reviews shall be no less frequently than monthly. h. Covello will' participate' in the City Building Department inspections of the laboratory and operations buildings. Covello will monitor the Contractor's .corrective: measures to address items`noted by the Building Department inspectors. Covello will discuss. Contractor.progress - on a;monthly basis with City's building department for awareness of status. Covello's scope and budget` are based on the understanding that the .City Building Department will only be involved in. the inspection of the laboratory and operations buildings and will not have any involvement with the ,remainder of 'the Page 8, of 11 City of Petaluma — Ellin °Creek Water Recycling Facility The Covello Group Scope of Work construction. i. An allowance of ten (10) hours of overtime per month for. each inspector is included in the original`budget estimate. The inspectors will only overtime if required to meet the project requirements. Dependent on the Contractor's actual operations additional allowancerriay be required for this effort. j. Covello will see °that adequate and appropriate quality control and Specialty Inspections, Materials Testing.& Surveying are taking place. 1. Covello will schedule and coordinate the specialty inspections, testing and surveying services. 2. Covello will have oversight responsibility for the specialty inspections, testing and surveying services: 3. Covello will monitor=inass fill settlement and coordinate with Design Consultant and Design consultant geotechnical subconsultant. Covello will monitor settlement and lateral movement of existing pond 10 structures (CCB and Chlorination building) due to construction impacts. 4. Covello will monitor the "Contractor's shoring for deflection as defined in the Contract Documents. 5. Covello will monitor.the Contractor's sub- grade preparation and fill operation for compliance the Contract Documents requirements. 6. Check control` survey and spot check construction staking. 7. Covello will contract with separate firm(s) to furnish the testing, special inspections and surveying services specified in the Contract Documents for the project. Covello will monitor and.review inspection testing and results, and indicate to Contractor where remedial action may be required on a timely basis. 15. Safety Covello will comply with appropriate regulatory, project and City regulations regarding necessary safety equipment or procedures used during performance of Covello's work and shall take necessary precautions for safe operation of Covell'o.'S work, and the protection of Covello's personnel from injury and damage from such work. Neither the professional activities 'of Covello, nor the presence of Covello's employees or sub - consultants at the construction/project site, shall relieve the Contractor and any other entity of :their obligations, duties and responsibilities including, but not limited to, construction means, methods, sequence, techniques or procedures necessary for performing, superintending, or coordinating their work in accordance with the contract documents, City regulations, and any health or safety precautions required by any regulatory agencies. City, agrees that the'Contractor is, solely responsible forjob site safety, and that City shall provide in the Contract Documents that, Covello and its sub, - consultants shall 'be named as additional insureds in general..liability insurance coverage provided by the Contractor, and that Covello, arid' its sub- consultants shall be named as indemnitees under the obligation of the Contractor to defend and indemnify City, to the same extent as the obligation. , pertains to City. Covello and its personnel have no authority to exercise any control over any Contractor or other entity or their employees in connection with their work or any health or safety precautions Page 9 of 11 City of Petaluma ,Ellis Creek Water Recycling Facility The Covello Group Scope of Work'. D. TASK 4 — START -UP PHASE 1. Testing a. Covello will. witness testing required. prior to system startup,, i:e. control loop, megger . testing, individual 8 hour' equipment testing, and startup, etc. as required of'the; Contractor in the Contract Documents. Z. Startup a. Covello will work with the Contractor,. Design Consultant, and the City on the, development of the startup .plan. The construction management startup plan will identify roles of the Construction Manager, Design Consultant.and The plan will be submitted within the first six (6) moriths of the Notice to Proceed: ti.. Covello will provide oversight, administration and coordination of, startup and testing. c. Covello will witness equipment- and system' testing. The only factory testing.included in the initial iscope is for two (preliminary and final), PLC /SCADA factory tests. d. Design Consultant will. develop general plan of operation for start -.up. The plan, shall be a brieflistng. which summarizes operating modes and equipment settings and provides a listing of major equipment. Plan shall be prepared within 6 months of .'Contractor Notice to Proceed. Design Consultant shall provide design assistance :during the startup and testing operations. 3. Training a. Covello will coordinate training requirements between. the City, Plant staff, Design Consultant , and the Contractor. b. Covello will provide digital video- taping of the training sessions for 'the major equipment as agreed upon during the development of the startup plan. 4. Corrective Work Item _List a. Covello w.i prepare the Corrective Work Item list with input from the City and Design Consultant. b Covello will confirm that the items identified, in the Corrective Work -Item list are completed in preparation for issuance of the Substantial Completion Certificate. c. Covello will',performa final. cross -check of Construction Manager's record drawings with. action list for Contractor .additional entriesneeded. Covello will confirm the Contractor completed the record drawings. Covello will accept. Contractor completed record drawings and:send'to the Design Consultant's Cad Operator for final drafting and development of final re.cord:documents. d. Covello will prepare the, Substantial Completion Certificate for execution by the City° and Contractor when the Corrective Work Items are completed. 5. Final Inspection. and Punch Llist° a. Final Inspection Covello will have primary responsibility for conducting'the final inspection. The City will , ,participate and provide input on final inspection_. The Design Consultant will provide design input on final inspection items. Covello will have oversight and final review responsibility for the final inspection. Page 10: of : 11 City of Petaluma — Ellis Creek Water Recycling Facility The Covello Group Scope of Work b. Covello will, prepare the list of outstanding deficiencies. c. Covello will prepare and issue the punch list from the list of deficiencies. d. Covello will have primary responsibility for verifying -that punch list work is complete. 6. Project Closeout a. The Contractor will furnish record documents which Covello will turn over to the Design Consultant for conforming and final issuance to the City. b. The Contractor will: furnish Operation & Maintenance Manuals to be reviewed and approved by the Design Consultant E. TASK 5 — CLOSE -OUT PHASE 1. Close -Out a. Covello will turnover all project files to the City. b. Covello will assist in providing all required documentation for the State Revolving Loan Program. ® Meet with the City to. verify monthly documentation required for SRF. The schedule for inspection is anticipated to be every two months. Covello °will tour the plant with the SRF representative, and provide replies to their questions. 2. Warranty Coordination a. Covello will prepare and maintain a warranty.file and log. b. Covello will assi'st,in defining:the warranty procedures. c. Covello will participate in- monthly and one -year service. inspections during the one - year warranty,period. Provide monthly inspection. and updated warranty work notices to Contractor, and log to the City, plant staff; Design Consultant and Contractor. Include a running journal of follow -ups with plant staff and Contractor on warranty work. Send confirmation on each completion to contractor and plant staff. S Awater resources & conservation \Wastewater \9012 \Construction Services\Agreement\Petaluma CMScope final.doc U Page 1.1 of 11. a A� 0 L SHEET 2 CITY OF PETALUMA - ELLIS CREEK WATER RECYCLING FACILITY PROJECT BID DABILITY /CONSTRUCTABILITY- REVIEW & SCHEDULE DEVELOPMENT THE COVELLO GROUP, INC - STAFF EFFORT AND 'BUDGET ESTIMATE TOTAL, BUDGET ESTIMA $ 165,301 i PM CM Construction RE Principal` Principal Other CM Electrical' Legal `Geotechnidal' B.Presser K.Sinclair E.O'Brien J.Covello G.Skrel E &C - A.Harris; K Si❑ h Adniin, TOTAL $ 166 $ 141 $ 114 $ -203 $ 165 $ 135 $ 500 $ -110 $. 63 Current Billing Rate (Hours) (Hours) (Hours) ( Hours) (Hours) (Hours) (Hours) (Hours) (Hours) (Hours) (Hours) ACTIVITY DESCRIPTION 1. 90% BiddabilitylConstructability T a. 'Initial Project Review Meeting 5 5 5 15 b. 90% B /C;Review 80 60 60 8 40 120 122 8 32 530 c. front -End: Specification 24 16.' 24 8 72 d. -Sequence & Constraints 12 8 8 28 e. Review Meeting(s) 12 12 8 32 f. 'Followu 16 16 Subtotal Hours 149 85 73 24 •' 48 144 122 8' 8 32 693 Subtotal Covello Cost $ -_ 24,734. ;$ 11,985 $ 8,322. ,.$ 4 0 2 $ 7 $ 19,440 $ 2,0161 ,'$ 79;289 Subtotal:Subconsultant $ 18,000 $ 4,00b ' $ 880 $ 22;880 5 % Markup $ 900 $; 200 $ '44 $ 1,144 Total Task 1 $ 103,313 2. 100 %.Biddability /Constructability , a.. 100% B/C Review 48 40 40 40 26 4 12 210 b Review Meeting 8 8 8 24 c. Followup 8 8 Subtotal Hours 64 48 48 0 0 40 26 0 4 12 242 Subtotal Covello Cost $ 10,624 $ 6,768 $ 5,472 $ - $ - $ 5,400 $ 756 $ 29,020 SubtotalSubconsultant' $ 4,000 $ - $ 440 $ 4,440 =. 5% Markup $ 200 $ - $ 22 $ 222 Total Task 2 $ 33,682 3 Prequalification Package a. ,Review of Initial Package 8 8 8 24 b. Bidder Stimulation 4 4 . 8 C. Review of Contractors' Packages 16 16 8 _ 8 6 54 Subtotal Hours 28 24 0 20 0 16 0 6 0 0 78 Subtotal Covello Cost $ 4,648 $ 3,384 $ - $ 4,060 $ - $ 2,160 $ - $ - $ - $ 14,252 Subtotal Subconsultant $ 3,000 $ 3,000 5% Markup $ 150 $ 150 Total Task 3 $ 17,558 4. Preliminary Construction Schedule 12 4 4 12 40 72 $ 1,992 $ 564 $ - $ 812 $ 1,980 $ 5,400 $ - $ $ - $ 10,748 Subtotal Cost TOTAL, BUDGET ESTIMA $ 165,301 i SHE 2 • CITY OF PETALUMA - ELLIS CREEK WATER RECYCLING FACILITY PROJECT OPINION OF PROBABLE CONSTRUCTION COST THE COVELLO GROUP, INC - STAFF EFFORT AND BUDGET ESTIMATE °:i No. PM Principal CM Architectural Electrical Admin Plan B.Presser J.Covello P. Geist W. Nu teren E. Ritchie R. Snyder J. Beale Aztec E &C C. Park TOTAL $ 166 $ 203 $ - 1 - 31 $ 125 $ 125 $ 100 $ 100 $ 100, $ 100 $ 70 Current Billing Rate Sheets ACTIVITY DESCRIPTION (Hours) (Hours) (Hours) (Hours) (Hours) (Hours) (Hours) (Hours) (Hours) (Hours) (Hours) 1. 90% P &S a. Prepare Estimating /Pricing Instructions 2 8 8 2 2 b. Initial Kickoff Meeting 2 4 4 4 4 4 4 2 4 2 2 28 c. Direct Cost Takeoff /Pricing 575 4 4 38 0 21 General & Miscellaneous 4 8 8 20 Yard Piping &,Paving 80 32 48 32 Structural Concrete & Metals 96 100 92 112 192 Mechanical 111 88 100 188 Architectural 65 12 . 0 120 Electrical 123 120 120 Instrumentation 53 60 60 Landscaping 26 24 d. Solicit Quotations 16 24 8 24 e. Schedule Resource Analyss`(Egpt., etc.) 2 4 4 4 52 0 4 ° 14 f. Indirect CostPricing (Plant;, Field OH, etc.) 8 8 8 24 48 g. Review;Meeting 4 4 4 4 h. Followup 2 4 2 2 18 2 10. Subtotal Hours 16 56 118 114 182 128 104- 126 186 14- 1044 Subtotal Covello'Cost $ 2,656 $ 11;368 $ 15,458 -- $ 980 $ 30,462 Subtotal Subconsultant $ 14,250 $ 22,750 $ 12,800 $ 10,400• $ 12,600 $ 18 $ 91,400 5% Markup $ 713 $ 1 1 138 $ 640 $ 520 $ - 630 $ 930: $ 4;570 Total,Task 1 -- — $ 126,432' 2. 100 %,P &S a, 100% P &S Review & Adjustments 8 16 24 24 16 b. Review Meeting 4 4 4 4 8 8 16 4, 124 c. Followu 2 4 2 2 18 2 10 Subtotal Hours 14 24 30 28 16 0 8 8 16 8 152 Subtotal Covello Cost $ 2,324 $ 4,872 $ 3,930 $ 560 $ 11,686 Subtotal Subconsultant $ 4,648 $ 3,248 $ $ 1;000 $ 1,000 $ 1 $ 11,496 5% Markup $ 232 $ 162 $ $ 50 $ 50 $ 80 $ 575 Total Task 2 Total Workhours Estimate 30 80 148 $ 23,757, TOTAL BUDGET ESTIMATE: 142 198 128 112 134 202 22 1196 $ 150,189 SHEET: 4 CITY OF PETALUMA ELLIS CREEK WATER, RECYCLING FACILITY THE COVELLO GROUP, INC .STAFF EFFORT &BUDGET ESTIMATE; FOR :'CONSTRUCTION MANAGEMENT SERVICES I TOTAL' -ET. ESTIMATE. i65 6J Assumpl 1 C : ,nsl I Ndice la Praead: 4/1/2005' Otha Terms 8 Cana Lions: TOTAL BUDGET ESTIMATE:. 5fi.550,000 2, Gdnslrucl m PaioJ. Months t. CwNb ef - r Jude ell olRCe e�enses fw hwne oft id hm fa tmib, cwnputers, 3:. Startup P iod: 6 Monlhz 6 in -house rWW,ct- aM Ira.•el in the Bay Pie, in pasund vehicles. d W aranly /CI sawl Paiod', 12 Months 2. Cove6o cnagas rw msway Bay Wea tiavN Iw.work involving less Than B hours billed M vw day: 5 el ally adjust lelwr rates in J na. Tne above r"' era based an 3. Ext y men s, such as t—d outside the Bey Wee, eulsida repraduclim, delivery w ' 11 assumed d % annual escdNim. 6 No .1 ncluded f fold office t all swvic etc are Invd,e d cost. oil CovNb II fu I hcwnput capia and oth eq ipmenl fwltie operNian,I the field once. d. Subcansultanls will be invdced N east plus We, percent. 7.., No all ce Is aiclWed Iw bid document rewd&CI - = B Is es 'll take cae of spwMen tlNrvery between the frets olfa: esign ,M— IS C a d d T 'Oth ns 9 • Task 3'Olha Subcan II l S ervices' ly dbi.•m d Ws tih, until the scope aW q entity d work era Iefihed 1 t M M ®tea- . '1 MIM _ • ��s� ®sue- ®�■�� ® ®a��_��_�� w in �� Mm E� mm M=MMM ME M M ME I TOTAL' -ET. ESTIMATE. i65 6J Assumpl 1 C : ,nsl I Ndice la Praead: 4/1/2005' Otha Terms 8 Cana Lions: TOTAL BUDGET ESTIMATE:. 5fi.550,000 2, Gdnslrucl m PaioJ. Months t. CwNb ef - r Jude ell olRCe e�enses fw hwne oft id hm fa tmib, cwnputers, 3:. Startup P iod: 6 Monlhz 6 in -house rWW,ct- aM Ira.•el in the Bay Pie, in pasund vehicles. d W aranly /CI sawl Paiod', 12 Months 2. Cove6o cnagas rw msway Bay Wea tiavN Iw.work involving less Than B hours billed M vw day: 5 el ally adjust lelwr rates in J na. Tne above r"' era based an 3. Ext y men s, such as t—d outside the Bey Wee, eulsida repraduclim, delivery w ' 11 assumed d % annual escdNim. 6 No .1 ncluded f fold office t all swvic etc are Invd,e d cost. CovNb II fu I hcwnput capia and oth eq ipmenl fwltie operNian,I the field once. d. Subcansultanls will be invdced N east plus We, percent. 7.., No all ce Is aiclWed Iw bid document rewd&CI - = B Is es 'll take cae of spwMen tlNrvery between the frets olfa: esign ,M— IS C a d d T 'Oth ns 9 • Task 3'Olha Subcan II l S ervices' ly dbi.•m d Ws tih, until the scope aW q entity d work era Iefihed 1 t