HomeMy WebLinkAbout2024-248CONSULTING ENGINEERING SERVICES AGREEMENT INTEGRATED WATER
MASTER PLAN (IRCDUS PROJECT ID 00.23.547)
THIS AGREEMENT for PROFESSIONAL SERVICES ("Agreement"), entered into as of this
24th day of September 2024 by and between Indian River County, a political subdivision of the
State of Florida ("County"), and HDR Engineering, Inc., ("Consultant"):
BACKGROUND RECITALS:
A. In accordance with the Consultants' Competitive Negotiations Act, Section 287.055,
Florida Statutes, the County solicited, evaluated and developed ranking of firms to develop an
Integrated Water Master Plan ("IWMP") for its water, wastewater, and reuse utility systems
("Project"), based on statement of qualifications received in response to Request for
Qualifications 2024039•
B. As a result of its response, the County has selected Consultant to provide the professional
Services as more fully set forth in the Statement of Work, attached as "Exhibit A" to this
Agreement and made a part hereof by reference.
C. The Consultant is willing and able to perform the Services for the County on the terms
and conditions set forth below; and
D. The County and the Consultant wish to enter into this Agreement for the Consultant's
Services for the Project.
NOW THEREFORE, in recognition and consideration of the above Recitals, which are not
merely prefatory, but are incorporated by reference as though fully set forth herein and form
part of the consideration, terms and conditions of this Agreement, and in accordance with the
mutual covenants herein contained and other good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, the parties agree as follows:
1. GENERAL.
1.1 The Background Recitals are true and correct and form a material part of this
Agreement.
1.2 Professional services provided by the Consultant for the County will include
those identified in Exhibit A. The parties agree that the task and/or subtasks provided in Exhibit
B are the basis to be used for billing purposes and that method of Consultant's compensation is
set forth in section 5. Consultant's services will be performed in a timely, efficient, cost effective
manner. In the performance of professional services, the Consultant will use that degree of care
and skill ordinarily exercised by other similar professionals in the field under similar conditions
in similar localities ("standard of care"). The Consultant will use due care in performing its
services and will have due regard for acceptable engineering design standards and principles.
Consultant's standard of care shall not be altered by the application, interpretation, or
construction of any other provision of this Agreement.
1.3 Additional services which would increase, decrease or which are otherwise
outside the scope of Services or level of effort contemplated by the Exhibit(s) shall be Services
for which the Consultant must obtain the prior written approval of the County as provided by
this Agreement. All terms for the performance of such Services must be agreed upon in a
written document prior to any deviation from the terms of the Agreement, and when properly
authorized and executed by both the Consultant and the County shall become an amendment
to the Agreement.
2. COUNTY OBLIGATIONS.
2.1 The County will provide the Consultant with a copy of any preliminary data or
reports available as required in connection with the services to be performed under this
Agreement, together with all available drawings, surveys, right-of-way maps, and other
documents in the possession of the County pertinent to the Services and as otherwise provided
in Exhibit A. The Consultant is responsible for bringing to the County's attention, for the
County's resolution, material inconsistencies or errors in such data that are made known to the
Consultant, but Consultant is not responsible for discovering errors, omissions, or
inconsistencies in the drawings or data provided.
2.2 The County shall provide all criteria and full information as to the
requirements for the Project, attend Project -related meeting, provide interim reviews on
an agreed-upon schedule, make decisions on Project alternatives, and participate in the
Project to the extent necessary to allow Consultant to perform the services.
2.3 The County shall arrange for access to, and make provisions for the
Consultant to enter upon, public and private property (where required) as necessary for
the Consultant to perform its Services, upon timely written request of Consultant to
County.
2.4 The County shall promptly execute any permit applications necessary to the
Project.
2.5 The County shall examine any and all studies, reports, sketches, drawings,
specifications, proposals and other documents presented by the Consultant, and render, in
writing, decisions pertaining thereto within a reasonable time.
2.6 The County will appoint a Project Manager who shall (a) act as the County's
agent with respect to the Services rendered hereunder; (b) transmit instructions to and
receive information from the Consultant; (c) communicate the County's policies and
decisions to the Consultant regarding the Services; and (d) determine, initially, whether
the Consultant is fulfilling its duties, responsibilities, and obligations hereunder.
2.7 The County shall give prompt written notice to the Consultant whenever the
County observes or otherwise becomes aware of any development that affects the timing or
delivery of the Consultant's Services. If the Consultant has been delayed in completing its
Services through no fault or negligence of either the Consultant or any sub -consultant, and,
as a result will be unable to perform fully and satisfactorily under the provisions of this
Agreement, then the Consultant shall promptly notify the Project Manager. In the County's
sole discretion, and upon the submission to the County of evidence of the causes of the
delay, the Work Order shall be modified in writing as set forth in this Agreement, at no
additional cost to the County, subject to the County's rights to change, terminate, or stop any
or all of the Services at any time in accordance with this Agreement.
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2.8 The Consultant shall not be considered in default for a failure to perform if
such failure arises out of causes reasonably beyond the Consultant's control and through
no fault or negligence of the Consultant. The parties acknowledge that performance of
Consultant's subconsultants and subcontractors is with Consultant's reasonable control.
The parties also acknowledge that adverse weather conditions, acts of God, or other
unforeseen circumstances of a similar nature, may necessitate modifications to this
Agreement. If such conditions and circumstances do in fact occur, then the County and
Consultant shall mutually agree, in writing, to the modifications to be made to this
Agreement.
2.9 The County shall be responsible for acquiring all rights-of-way, easements, and
other rights in land, as necessary to complete the project.
3. RESPONSIBILITIES OF THE CONSULTANT.
3.1 The Consultant agrees to perform all necessary Services as outlined in Exhibit A,
in connection with the assigned Project as set forth in this Agreement.
3.2 The Consultant agrees to complete the Project in a timely manner and within a
mutually agreed upon schedule, as may be modified from time to time.
3.3 The Consultant will maintain an adequate staff of qualified personnel and assign
them to work on the project as necessary to complete the agreed upon scope of services.
3.4 The Consultant will comply with all present and future federal, state, and local
laws, rules, regulations, policies, codes, and guidelines applicable to the Services performed
under this Agreement.
3.5 The Consultant, as a part of the consideration hereof, does hereby covenant and
agree that: (1) in connection with the furnishing of Services to the County hereunder, no
person shall be excluded from participation in, denied the benefits of, or otherwise subjected
to discrimination in regard to the services to be performed by Consultant under this
Agreement on the grounds of such person's race, color, creed, national origin, religion,
physical disability, age or sex; and (2) the Consultant shall comply with all existing
requirements concerning discrimination imposed by any and all applicable local, state, and
federal rules, regulations, or guidelines, as such rules, regulations, or guidelines may be from
time to time amended.
3.6 The Consultant shall, during the entire term of this Agreement, procure and keep
in full force, effect, and good standing any and all necessary licenses, registrations, certificates,
permits, and any and all other authorizations as are required by local, state, or federal law, in
order for the Consultant to render its Services as described in this Agreement. The Consultant
shall also require all subconsultants to comply by contract with the provisions of this section.
3.7 The Consultant will cooperate fully with the County in order that all phases of
the Services may be properly scheduled and coordinated.
3.8 The Consultant will cooperate and coordinate with other County consultants, as
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directed by the County.
3.9 The Consultant shall report the status of the Services under this Agreement to
the County Project Manager upon request and hold all related work open to the review of the
County Project Manager or his authorized agent at any time, upon reasonable request.
3.10 All documents, reports, field books, survey notes and information, and other
data developed by the Consultant for the purpose of this Agreement, shall become the property
of the County upon payment for the Services. The foregoing items will be created, maintained,
updated, and provided in the format specified by the County. When all Services contemplated
under this Agreement is complete and payment in full is made, all of the above data shall be
delivered to the County Project Manager.
3.11 The Consultant will confer with the County during the project(s) for which the
Consultant has provided Services, and the Consultant will make corrections to the Consultant's
Work Product due to the fault of Consultant, based on the Scope of Services Defined in Exhibit
A, at no additional cost to the County, within thirty (30) calendar days of notice by the County,
or upon a determination of the Consultant that corrections are needed, whichever event shall
first occur.
3.12 The Consultant agrees to maintain complete and accurate books and records
("Books"), in accordance with sound accounting principles and standards for all Services,
costs, and expenditures under this Agreement. The Books shall identify the Services rendered
during each month of the Agreement and the date and type of each Project -related expense.
The County shall have the right, at any reasonable time during normal business hours upon
five (5) business days' notice to Consultant and through any of its designated agents or
representatives, to inspect and audit the Books in conformance with generally accepted
auditing standards for the purpose of verifying the accuracy of any invoice. The Consultant
shall retain the Books, and make them available to the County as specified above, until the
later of three (3) years after the date of termination of this Agreement, or such longer time if
required by any federal, state, or other governmental law, regulation, or grant requirement.
3.13 The Consultant shall not assign or transfer any work under this Agreement
without the prior written consent of the County. However, the Consultant is permitted to retain
subconsultants to perform work under this Agreement. When applicable and upon receipt of
such consent from the County, the Consultant shall cause the names of the professional
subconsultant firms responsible for the major portions of each separate specialty of the work
to be inserted on the reports or other data.
3.14 All documents, prepared by the Consultant pursuant to this Agreement are
related exclusively to the Services described herein and are not intended or represented to be
suitable for reuse by the County or others on any other project. Reuse of any documents
prepared by the Consultant is prohibited and shall be at the County's own risk. The Consultant
shall not be held liable for any modifications made to the documents by others.
3.15 Consultant is registered with and will use the Department of Homeland
Security's E -Verify system (www.e-verify.gov) to confirm the employment eligibility of all
newly hired employees for the duration of this agreement, as required by Section 448.095,
F.S. Consultant is also responsible for obtaining proof of E -Verify registration and utilization
for all subconsultants.
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3.16 The Consultant shall not be held liable for any modifications made to the
documents by others.
3.17 Where services hereunder include preparation of drawings and other contract
documents by Consultant and where, notwithstanding acceptance and approval by the
County thereof, in the opinion of the County, drawings and other contract documents so
prepared are found during the course of construction to require modification due to the
oversight, inadvertence or negligent omissions of, errors by, or lack of detail provided by
Consultant, such modifications must be made by Consultant without additional
compensation. Where such contract documents are used in letting a contract for
construction, Consultant will assume responsibility for any direct or actual damages suffered
or incurred by the County, including, but not limited to, any increase in compensation due to
a construction contractor, which increase is directly attributable to the required changes in
the Drawings or other contract documents to the extent caused by Consultant's negligent
acts, omissions, or errors.
3.18 Approval by the County of any of the Consultant's work, including but not
limited to drawings, design specifications, written reports, or any work products of any
nature whatsoever furnished hereunder, shall not in any way relieve the Consultant of
responsibility for the technical accuracy and adequacy of the work. Neither the County's
review, approval or acceptance of, or payment for, any of the Services furnished under
this Agreement shall be construed to operate as a waiver of any rights under this
Agreement or of any cause of action arising out of the performance of this Agreement.
The Consultant shall be and remain liable in accordance with all applicable laws for all
damages to the County caused by the negligent performance by the Consultant of any of
the Services furnished under this Agreement.
4. TERM: TIME FOR COMPLETION.
4.1 The term of this agreement is three years, with one renewal available, based on
the determination that renewal is in the best interest of the County. The time for completion
of the Services shall be defined in Exhibit A.
5. COMPENSATION.
5.1 The County shall pay to the Consultant a mutually agreed professional fee, on a
deliverable basis, all as set forth in Exhibit A. Invoices shall be submitted to the County
Project Manager, in detail sufficient for proper prepayment and post payment audit. Upon
submittal of a proper invoice the County Project Manager will determine if the tasks or
portions thereof have been satisfactorily completed. Upon a determination of satisfactory
completion, the County Project Manager will authorize payment to be made. All payments
for services shall be made to the Consultant by the County in accordance with the Florida
Prompt Payment Act, as may be amended from time to time (Section 218.70, Florida
Statutes, et seq.).
5.1.1 The Consultant acknowledges and agrees that it will not be reimbursed for travel
within the State of Florida.
5.1.2 The County shall make direct payment of all permit fees paid to regulatory
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agencies for approvals directly attributable to the Services under the Project. These permit fees
do not include those permits required for any construction contractor.
5.2 The County may at any time notify the Consultant of requested changes to the
Services, and thereupon the County and the Consultant shall execute a mutually agreeable
amendment to this Agreement.
5.3 The County shall have the sole right to reduce or eliminate, in whole or in part,
any portion of the Services under Exhibit A at any time and for any reason, upon written notice
to the Consultant specifying the nature and extent of the reduction. In such event, the
Consultant shall be paid for the Services already performed and also for the Services remaining
to be done and not reduced or eliminated, upon submission of invoices as set forth in this
Agreement.
5.4 The County may, at any time and for any reason, direct the Consultant to
suspend Services, in whole or in part under this Agreement. Such direction shall be in writing,
and shall specify the period during which Services shall be stopped. The Consultant shall
resume its Services upon the date specified, or upon such other date as the County may
thereafter specify in writing. Where the County has suspended the services under this
Agreement for a period in excess of six (6) months, the compensation of Consultant for such
suspended Services may be subject to modification. The period during which the Services are
stopped by the County shall be added to the time of performance of this Agreement.
6. ADDITIONAL WORK.
6.1 If services in addition to the Services provided hereunder are required or desired
by the County in connection with the Project, the County may, at the sole option of the County:
separately obtain same outside of this Agreement; or request the Consultant to provide, either
directly by the Consultant or by a subconsultant, such additional services by a written
amendment to this Agreement.
7. INSURANCE AND INDEMNIFICATION.
7.1 The Consultant shall not commence work on this Agreement until it has obtained
all insurance required under this Agreement and such insurance has been approved by the
County's Risk Manager.
7.2 Consultant's insurance coverage shall be primary.
7.3 All required insurance policies shall be placed with insurers licensed and/or
authorized to do business in Florida and with a Best's rating of A VII or better.
7.4 The insurance policies procured shall be occurrence forms, not claims made
policies with the exception of professional liability.
7.5 A certificate of insurance shall be provided to the County's Risk Manager for
review and approval, ten (1o) days prior to commencement of any work under this Agreement.
The County shall be named as an additional insured (or such insurance should have a blanket
additional insured endorsement) on commercial general liability policy.
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7.6 The insurance companies selected shall send written verification to the County
Risk Manager that they will provide 3o days prior written notice to the County Risk Manager
of its intent to cancel any required policies of insurance.
7.7 Consultant shall furnish separate certificates and endorsements for each
subconsultant. All coverages for subconsultants shall be subject to all of the requirements
stated herein.
7.8 Consultant agrees that it now carries and will continue to carry during the
performance of this Agreement, at its own expense, the applicable insurance policies indicated
below, with limits not less than those specified. Any insurance on a "claims made" basis shall
be maintained for at least 3 years after completion of the Services.
A. Worker's Compensation — Statutory
B. Employer's Liability - $1,000,000 per occurrence
C. Commercial General and Contractual Liability — $1,000,000 per occurrence
D. Automobile Liability - $500,000 per occurrence
E. Umbrella Liability - $2,000,00o aggregate (in excess of B., C. and D. above)
F. Professional Liability - $1,000,000 per claim/aggregate.
7.9 The Consultant shall indemnify and hold harmless the County, and its officers
and employees, from liabilities, damages, losses, and costs, including, but not limited to,
reasonable attorneys' fees (where recoverable under law), to the extent caused by the
negligence, recklessness, or intentionally wrongful conduct of the Consultant and other
persons employed or utilized by the Consultant in the performance of this Agreement.
8. TERMINATION.
8.1 This Agreement may be terminated: (a) by the County, for any reason, upon
thirty (30) days' prior written notice to the Consultant; or (b) by the Consultant, for any reason,
upon thirty (30) days' prior written notice to the County; or (c) by the mutual Agreement of
the parties; or (d) as may otherwise be provided below. In the event of the termination of this
Agreement, any liability of one parry to the other arising out of any Services rendered, or for
any act or event occurring prior to the termination, shall not be terminated or released.
8.2 In the event of termination by the County, the County shall be obligated to pay
the Consultant for those portions of completed work previously authorized under this
Agreement. Such payment shall be determined on the basis of the percentage of work
performed by the Consultant, up to the time of termination. In the event of such termination,
the County may, without penalty or other obligation to the Consultant, elect to employ other
persons to perform the same or similar services.
8.3 In addition to the termination rights set forth in 8.1, the obligation to provide
services under this Agreement may be terminated by either party upon seven (7) days prior
written notice in the event of substantial failure by the other party to perform in accordance
with the terms of this Agreement through no fault of the terminating party and the failure of
the parry to cure or begin an acceptable cure within the seven day period.
8.4 In the event that the Consultant merges with another company, becomes a
subsidiary of, or makes any other substantial change in structure, the County reserves the right
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to terminate this Agreement in accordance with its terms.
8.5 In the event of termination of this Agreement, the Consultant agrees to
surrender any and all documents prepared by the Consultant for the County in connection
with this Agreement. Consultant shall have no liability for such documents that are finalized
by the County or another third parry.
8.6 The County may terminate this Agreement for refusal by the Consultant to allow
public access to all documents, papers, letters, or other material subject to the provisions of
Chapter 119 Florida Statutes and made or received by the Consultant in conjunction with this
Agreement.
8.7 The County may terminate this Agreement in whole or in part if the Consultant
submits an intended false invoice to the County.
8.8 TERMINATION IN REGARDS TO F.S. 287.135: Consultant certifies that it and
those related entities of Consultant as defined by Florida law are not on the Scrutinized
Companies that Boycott Israel List, created pursuant to S. 215.4725 of the Florida Statutes, and
are not engaged in a boycott of Israel. In addition, if this agreement is for goods or services of
one million dollars or more, Consultant certifies that it and those related entities of Consultant
as defined by Florida law are not on the Scrutinized Companies with Activities in Sudan List
or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created
pursuant to Section 215.473 of the Florida Statutes and are not engaged in business operations
in Cuba or Syria.
8.8.1 County may terminate this Contract if Consultant is found to have submitted a
false certification as provided under section 287.135(5), Florida Statutes, been placed on the
Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with
Activities in the Iran Petroleum Energy Sector List, or been engaged in business operations in
Cuba or Syria, as defined by section 287.135, Florida Statutes.
8.8.2 County may terminate this Contract if Consultant, including all wholly owned
subsidiaries, majority-owned subsidiaries, and parent companies that exist for the purpose of
making profit, is found to have been placed on the Scrutinized Companies that Boycott Israel
List or is engaged in a boycott of Israel as set forth in section 215.4725, Florida Statutes.
9. TRUTH -IN -NEGOTIATION CERTIFICATE: CONTINGENCY FEES.
9.1 Execution of this Agreement by the Consultant shall act as the execution of a
truth -in -negotiation certificate certifying that the wage rates and costs used to determine the
compensation provided for in this Agreement are accurate, complete and current as of the date
of the Agreement. The original contract price and any additions thereto will be adjusted to
exclude any significant sums by which the County determines the contract price was increased
due to inaccurate, incomplete, or noncurrent wage rates and other factual unit costs. All such
contract adjustments must be made within 1 year following the end of the contract. County has
the authority and right to audit Consultant's records under this provision. The County does
not hereby waive any other right it may have pursuant to Section 287.055, Florida Statutes, as
it may be from time- to -time amended.
9.2 Pursuant to the Consultants' Competitive Negotiations Act, F. S. section
287.055, the Consultant warrants that it has not employed or retained any company or person
other than a bona fide employee working solely for the Consultant to solicit or secure this
Agreement and that it has not paid or agreed to pay any company or person other than a bona
fide employee working solely for the Consultant any fee, commission, percentage fee, gifts or
any other considerations, contingent upon or resulting from the award or making of this
contract. For breach of violation of this provision, the County shall have the right to terminate
this Agreement without liability and, at its discretion, to deduct from the contract price, or
otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration.
10. MISCELL.ANOUS PROVISIONS.
10.1 Independent Contractor. It is specifically understood and acknowledged by the
parties hereto that the Consultant or employees or subconsultants of the Consultant are in no
way to be considered employees of the County, but are independent contractors performing
solely under the terms of the Agreement and not otherwise.
10.2 Merger; Modification. This Agreement incorporates and includes all prior and
contemporaneous negotiations, correspondence, conversations, agreements or
understandings applicable to the matters contained herein and the parties agree that there are
no commitments, agreements, or understandings of any nature whatsoever concerning the
subject matter of the Agreement that are not contained in this document. Accordingly, it is
agreed that no deviation from the terms hereof shall be predicated upon any prior or
contemporaneous representations or agreements, whether oral or written. No alteration,
change, or modification of the terms of this Agreement shall be valid unless made in writing
and signed by the Consultant and the County.
10.3 Governing Law; Venue. This Agreement, including all attachments hereto, shall
be construed according to the laws of the State of Florida. Venue for any lawsuit brought by
either party against the other party or otherwise arising out of this Agreement shall be in
Indian River County, Florida, or, in the event of federal jurisdiction, in the United States
District Court for the Southern District of Florida. Notwithstanding any provision of this
Agreement to the contrary, in no event shall either party be liable to the other for
consequential, incidental, punitive, special, or exemplary damages, including lost revenues,
profits, delays, or other economic loss arising from any cause including breach of warranty,
breach of contract, tort, strict liability or any other cause whatsoever. To the extent permitted
by law, any statutory remedies that are inconsistent with this provision of the Agreement are
waived.
10.4 Remedies; No Waiver. All remedies provided in this Agreement shall be deemed
cumulative and additional, and not in lieu or exclusive of each other or of any other remedy
available to either party, at law or in equity. Each right, power and remedy of the parties
provided for in this Agreement shall be cumulative and concurrent and shall be in addition to
every other right, power or remedy provided for in this Agreement or now or hereafter existing
at law or in equity or by statute or otherwise. The failure of either party to insist upon
compliance by the other party with any obligation, or exercise any remedy, does not waive the
right to so in the event of a continuing or subsequent delinquency or default. A party's waver
of one or more defaults does not constitute a waiver of any other delinquency or default. If any
legal action or other proceeding is brought for the enforcement of this Agreement or because
of an alleged dispute, breach, default or misrepresentation in connection with any provisions
of this Agreement, each party shall bear its own costs.
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10.5 Severability. If any term or provision of this Agreement or the application thereof
to any person or circumstance shall, to any extent, be held invalid or unenforceable for the
remainder of this Agreement, then the application of such term or provision to persons or
circumstances other than those as to which it is held invalid or unenforceable shall not be
affected, and every other term and provision of this Agreement shall be deemed valid and
enforceable to the extent permitted by law.
10.6 Availability of Funds. The obligations of the County under this Agreement are
subject to the availability of funds lawfully appropriated for its purpose by the Board of County
Commissioners of Indian River County.
10.7 No Pledge of Credit. The Consultant shall not pledge the County's creditor make
it a guarantor of payment or surety for any contract, debt, obligation, judgment, lien or any
form of indebtedness.
10.8 Public Records. County is a public agency subject to Chapter 119, Florida
Statutes. The Consultant shall comply with Florida's Public Records Law. Specifically, the
Consultant shall:
10.8.1 Keep and maintain public records required by the County to perform the
service.
10.8.2 Upon request from the County's Custodian of Public Records, provide the
County with a copy of the requested records or allow the records to be inspected or copied
within a reasonable time at a cost that does not exceed the cost provided in Chapter 119 or as
otherwise provided by law.
10.8.3 Ensure that public records that are exempt or confidential and exempt
from public records disclosure requirements are not disclosed except as authorized by law for
the duration of the contract term and following completion of the contract if the Consultant
does not transfer the records to the County.
10.8.4 Upon completion of the contract, transfer, at no cost, to the County all
public records in possession of the Consultant or keep and maintain public records required
by the County to perform the service. If the Consultant transfers all public records to the
County upon completion of the contract, the Consultant shall destroy any duplicate public
records that are exempt or confidential and exempt from public records disclosure
requirements. If the Consultant keeps and maintains public records upon completion of the
contract, the Consultant shall meet all applicable requirements for retaining public records.
All records stored electronically must be provided to the County, upon request from the
Custodian of Public Records, in a format that is compatible with the information technology
systems of the County.
IF THE CONSULTANT HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN
OF PUBLIC RECORDS AT:
(772) 226-1424
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publicrecords(&indianriver.gov
Indian River County Office of the County Attorney
18 o i 27th Street
Vero Beach, FL 32960
10.9 Notices: Any notice, request, demand, consent, approval, or other
communication required or permitted by this Agreement shall be given or made in writing
and shall be served, as elected by the party giving such notice, by any of the following methods:
(a) Hand delivery to the other party; (b) Delivery by commercial overnight courier service; or
(c) Mailed by registered or certified mail (postage prepaid), return receipt requested at the
addresses of the parties shown below:
Coun Indian River County Department of Utility Services
180127th Street
Vero Beach, Florida 3296o
Attention: Howard Richards, Capital Projects Manager
772-226-1821 telephone
hrichards@indinriver.gov
Consultant: HDR Engineering, Inc.
1475 Centrepark Blvd., Suite 230
West Palm Beach, FL 33401
Attention: Chance Lauderdale
(813) 853-1614
Chance. Lauderdale@hdrinc.com
10.10 Survival. Except as otherwise expressly provided herein, each obligation
in this Agreement to be performed by Consultant shall survive the termination or expiration
of this Agreement.
Notices shall be effective when received at the address as specified above. Email
transmission is acceptable notice effective when received, provided, however, that email
transmissions received after 5:00 p.m. or on weekends or holidays, will be deemed received
on the next day that is not a weekend day or a holiday. The original of the notice must
additionally be mailed. Either party may change its address, for the purposes of this section,
by written notice to the other party given in accordance with the provisions of this section.
10.11 Construction. The headings of the sections of this Agreement are for the purpose
of convenience only, and shall not be deemed to expand, limit, or modify the provisions
contained in such Sections. All pronouns and any variations thereof shall be deemed to refer
to the masculine, feminine or neuter, singular or plural, as the identity of the party or parties
may require. The parties hereby acknowledge and agree that each was properly represented
by counsel and this Agreement was negotiated and drafted at arm's-length so that the judicial
rule of construction to the effect that a legal document shall be construed against the
draftsperson shall be inapplicable to this Agreement
10.12 Counterparts. This Agreement may be executed in one or more counterparts,
each of which shall be deemed to be an original copy and all of which shall constitute but one
and the same instrument.
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10.13 PURSUANT TO FLA. STAT. § 558.0035, AN INDIVIDUAL
EMPLOYEE OR AGENT OF THE CONSULTANT MAY NOT BE HELD
INDIVIDUALLY LIABLE FOR NEGLIGENCE. COUNTY agrees that, to
the fullest extent permitted by law, Consultant's total liability to County for
any and all injuries, claims, losses, expenses, or damages whatsoever arising
out of or in any way related to the Project or this Agreement from any causes
including, but not limited to, Consultant's negligence, errors, omissions, strict
liability, or breach of contract and whether claimed directly or by way of
contribution shall not exceed the total compensation received by Consultant
under this Agreement.
IN WITNESS WHEREOF the parties hereto have executed this Agreement as of the date first
written above.
Consultant
HDR Engineering, Inc.
By
Katie E. Duty, Vice President
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IRCDUS PROJECT ID 00.23.547
EXHIBIT A
INDIAN RIVER COUNTY
INTEGRATED WATER MASTER PLAN
SCOPE OF SERVICES
August 30, 2024
Indian River County, Florida (COUNTY) is implementing an Integrated Water Master
Plan (IWMP) to prioritize programmatic and capital investments. HDR Engineering, Inc.
(CONSULTANT) has been retained to collaborate with the COUNTY in development of
the IWMP. The IWMP will align with the framework outlined in the US Environmental
Protection Agency's (USEPA) June 2012 Integrated Municipal Stormwater and
Wastewater Planning Approach Framework codified within the Federal Clean Water Act
in 2019. The goal of the IWMP is to develop an adaptable and affordable long-term
plan for addressing the COUNTY's drinking water, wastewater, and reuse needs. The
following tasks will be executed to complete this first phase of IWMP development.
Scope of Services
Task 1 Project Management
1.1 Kickoff Meeting
CONSULTANT to facilitate a two-hour in-person Project Kickoff Meeting to discuss the
purpose, high-level goals, scope, and schedule of the IWMP. CONSULTANT to develop
agenda, presentation, and meeting minutes for the meeting.
1.2 Progress Meetings
CONSULTANT will facilitate twenty (20) monthly one-hour virtual project meetings in
addition to those identified in other tasks.
1.3 Schedule Management
CONSULTANT will develop a project schedule in Gantt chart format which includes all
proposed deliverables, meetings, and workshops. CONSULTANT will review the
schedule during each Progress Meeting with the COUNTY and update, as needed, with
the agreement of the COUNTY.
1.4 General Project Management
CONSULTANT will set up, organize, manage, administer, and coordinate
CONSULTANT activities for this Project, including:
• Perform Project initiation and Project closeout tasks.
• Organize, manage, and coordinate staff required to accomplish this scope.
• Monitor scope, schedule, and budget throughout the Project.
• Prepare for and submit monthly Progress reports, summarizing completed
tasks, next steps, information needs, status update of active work with
comparison of planned vs. actual schedules, and action items for
CONSULTANT and COUNTY staff. Progress reports shall accompany the
invoices submitted to the COUNTY each month.
Task 1 Assumptions, Workshops, and Deliverables
Assumptions:
Kickoff Meeting to be attended by up to eight (8) CONSULTANT staff.
Progress meetings will be attended by up to three (3) CONSULTANT staff.
Meetings/Workshops:
• One (1) two-hour in-person Project Kickoff Meeting.
• Twenty (20) monthly progress meetings with COUNTY to review progress of
scope, schedule, and budget.
Deliverables:
• Kickoff agenda and meeting minutes
• Monthly invoices with progress reports
Task 2 Build the Vision
2.1 Initial Data Request and Review
CONSULTANT will collect and review existing utility information, data, and reports that
are foundational for the IWMP. Specific tasks will include the following:
2.1.1 Data Request
CONSULTANT will work with the COUNTY to collect and organize existing treatment,
collection, distribution, and management data, including operational, asset condition,
and performance data. The CONSULTANT will develop a data request to include the
following general items:
• Water meter billing data
• Sewer flow monitoring data
• Facility flows, loads, and capacity data (i.e. finished water pumping data,
influent & effluent flow and loading data, unit process capacities)
• Pump curves for all major high service pump stations, booster pump stations,
wastewater lift stations, and repump stations
• Existing hydraulic models for drinking water and reuse water distribution and
wastewater collection
• Drinking water distribution geospatial data, including size and material
• Reuse distribution geospatial data, including size and material
• Wastewater collection geospatial data, including size and material
• Water/Wastewater Treatment Process Models
• Vertical asset inventory
• Condition assessment data (linear and vertical assets)
• Capital and Operations and Maintenance (O&M) historical expenditures and
budgets
• Previous master plans for drinking water, wastewater, and reuse systems
• Treatment performance benchmarking data (e.g., process performance,
operational goals, finished water targets, system pressures, etc.)
• Regulatory compliance data
2.1.2 Document and Data Review — Overview
CONSULTANT will perform a high-level review of documents and data provided by
COUNTY to inform discussions on risks, drivers, compliance efforts, and existing level
of service goals. CONSULTANT will report on preliminary findings at the IWMP
Chartering and the Strategic Goals and Objectives Follow -Up Workshops.
2.1.3 Condition of Assets — Overview
CONSULTANT will perform a high-level review of asset inventory, condition assessment
data, product data sheets, operational data, and other relevant data sources to perform
an initial desktop assessment of the condition of the COUNTY's assets. This review will
be performed to a level of detail needed to identify key focus areas for future desktop
condition assessment efforts and to guide discussions in the IWMP Chartering and the
Strategic Goals and Objectives Follow -Up Workshops.
2.1.4 Regulatory/Policy Review
There are several outstanding and upcoming regulatory and water quality drivers at the
local, state, and federal levels that will influence the planning, development,
implementation, and ultimate success of the IWMP. These issues include EPA drinking
water standards, Florida regulations, local water quality goals, collaboration with local
Watershed Management Authorities, and consumptive use permitting. CONSULTANT
will conduct an initial review to define applicable regulatory drivers based on Safe
Drinking Water Act (SDWA) and Clean Water Act (CWA) requirements.
2.1.5 Level of Service Goals
CONSULTANT will review the COUNTY's existing qualitative and quantitative level of
service (LOS) goals defined in previous master planning documents, capital planning
documents, and operational data. If LOS goals are not readily apparent, CONSULTANT
will attempt to infer existing drivers based on COUNTY operations. This review will be
performed to a level of detail needed to guide discussions in the IWMP Chartering and
the Strategic Goals and Objectives Follow -Up Workshops.
2.2 IWMP Chartering Workshop and Facility Walkthrough
CONSULTANT will lead a four-hour in-person IWMP Chartering Workshop with the
COUNTY's management team. CONSULTANT will collaboratively work with the
COUNTY to facilitate a visioning process that evaluates goals and objectives of the
IWMP, level of service and water quality goals for the COUNTY, and project milestones.
Topics for discussion include:
• Regulatory compliance requirements
• Level of service (LOS) goals, including usage of data
• Asset Prioritization
• Asset risk evaluation
• Expected future growth
• Capital planning workflows and desired improvements
• External funding sources
• Resiliency considerations, including Risk and Resiliency Assessment
• Organizational capacity and structure
• Program and large capital project management
CONSULTANT will provide four personnel to perform a two-day walkthrough of major
COUNTY drinking water, wastewater, and reuse facilities accompanied by COUNTY
management and operations personnel.
CONSULTANT will develop agenda and presentation materials for the workshop and
walkthrough and will summarize findings in Draft Module 1: Visioning.
2.3 Strategic Goals and Objectives Follow -Up Workshop (2 hours,
in-person)
CONSULTANT will lead a two-hour in-person IWMP Strategic Goals and Objectives
Follow -Up Workshop with the COUNTY's management team. The purpose of this
workshop will be to review findings from the Document Review (2.1.2), Condition of
Assets Review (Task 2.1.3), Regulatory/Policy Review (Task 2.1.4), Level of Service
Goals (Task 2.1.5) and IWMP Chartering Workshop (Task 2.2) prior to incorporation into
the IWMP. CONSULTANT will develop agenda and presentation materials for the
workshop and will summarize findings from the workshop in Draft Module 1 — Visioning.
2.4 Draft IWMP Module 1: Visioning
CONSULTANT will develop a draft version of IWMP Module 1: Visioning based on
findings from high-level document reviews and workshop discussions. The purpose of
IWMP Module 1 will be to:
• Describe purpose and goals of IWMP.
• Provide background on existing conditions and operations based on findings
from preliminary data review.
• Define performance, level of service, and regulatory goals/drivers for future
improvements.
• Incorporate summaries of Chartering and Strategic Goals and Objectives
Follow Up Workshops.
CONSULTANT will provide Module 1 as a draft only as part of this task. COUNTY
review comments will be tracked in an Excel spreadsheet and incorporated into the Pre -
Final and Final versions of the IWMP to be compiled in Task 7.4.
2.4.1 Develop IWMP Roadmap
CONSULTANT will develop an implementation roadmap for future efforts on IWMP
development. Roadmap will outline tasks and timelines as they relate to the goals
outlined in the COUNTY's Invitation to Interview and will be used to update the project
plan. Roadmap will include infographics and tables to display information in a digestible
format for delivery to the COUNTY Board of Commissioners, the public, and other
stakeholders.
Task 2 Assumptions, Workshops, and Deliverables
Assumptions
• CONSULTANT will provide up to four people for drinking water and
wastewater treatment facility walkthroughs for two, 8 -hour days.
Meetings/Workshops:
• IWMP Chartering Workshop (4 hours, in- person)
• Strategic Goals and Objectives Follow -Up Workshop (2 hours, in-person)
Deliverables
• Draft IWMP Module 1: Visioning
• IWMP Roadmap
Task 3 Evaluate Existing System Performance
3.1 Detailed Desktop Data Review
3.1.1 Follow -Up Document and Data Request and Review
CONSULTANT will review the status of data and documents requested in Task 2.1.1
and will submit a supplemental data and document request. This request will include
information requested but not received in Task 2.1.1, clarification on information
received, as well as any new data and documents not previously requested. The
purpose of this data request is to collect additional data, reports, and relevant
information that CONSULTANT is made aware of during Task 2.
CONSULTANT will perform a detailed review of operational data, monitoring data, asset
inventory, previous master plans, CIPs, and other available data to inform workshop
discussions. CONSULTANT will compile findings as a section in Draft IWMP Module 2:
Existing System Performance.
3.1.2 Regulatory Review — Detailed
As regulatory drivers evolve over the course of the development and implementation of
the IWMP, it will be necessary to analyze and interpret existing and new data to
prioritize water quality issues and better understand long-term planning needs.
CONSULTANT will evaluate data compiled during the project with respect to regulatory
drivers and provide analyses relevant to planning and implementation of the IWMP
(e.g., relative water quality impacts, timing, relative magnitude of fiscal impacts, etc.).
Regulations identified will include relevant new (e.g., PFAS rule) and emerging (e.g.,
M/DBP rule) regulations which may impact drinking water, wastewater, and reuse.
CONSULTANT will develop a regulatory timeline to visualize identified regulatory
milestones, deadlines, and other triggers over a 20 -year planning horizon. Timeline will
be delivered to COUNTY and incorporated into the IP Framework document.
Working with the COUNTY and their counsel, the CONSULTANT will engage the
Florida Department of Environmental Protection (FDEP) to coordinate endorsement of
the IWMP. This coordination will likely involve a series of meetings with FDEP to gain
buy -in and discuss IWMP elements.
3.2 Vertical Asset Capacity Assessment
CONSULTANT will perform desktop capacity assessments of treatment infrastructure
and develop alternative improvement strategies for identified infrastructure or capacity
deficiencies. CONSULTANT will utilize the 2045 horizon for determining needed
infrastructure upgrades for mechanical and electrical equipment. CONSULTANT will
utilize the 2075 horizon as needed to assess new basin capacities and facilities.
CONSULTANT will develop an Excel workbook to record COUNTY's existing treatment
capacities as well as industry standard capacities for comparison. CONSULTANT will
use projections developed in Task 5.2 to define the expected demands and flows of the
2045 and 2075 planning horizons.
3.3 System Modeling / Linear Asset Capacity Assessment
3.3.1 Model Coordination Workshop (4 hours, in-person)
CONSULTANT will facilitate a four-hour in-person coordination meeting with the
COUNTY's existing hydraulic modeling consultant in order to discuss existing model
infrastructure, data sources, calibration efforts and workflows, data and calibration
needs, and other topics prior to model review and calibration.
3.3.2 Model Review and Existing Conditions Updates
CONSULTANT will update COUNTY's most current hydraulic models (three total; one
for distribution system, one for wastewater collection system, and one for reuse system)
to assess current and future system performance.
CONSULTANT will leverage COUNTY's current Geographic Information Systems (GIS)
attributes for updating the existing conditions hydraulic models. CONSULTANT will run
the existing conditions models with average flow and pressure conditions to check the
reasonableness of the resulting modeled system pressures for distribution, collection,
and reuse systems. Scope assumes that GIS is up-to-date and no updates to GIS are
included.
3.3.3 Existing Conditions Model Validation
CONSULTANT will work with the COUNTY to identify two conditions at which to run
each of the three models. For the collection system model, these will be a typical dry
weather condition and a wet weather condition. For the potable and reuse distribution
system models, these conditions will represent a period of baseline demand and a
period of high demand. CONSULTANT will utilize readily available data from
representative periods for each system to run initial model scenarios for the COUNTY's
three hydraulic models. This includes comparing results from the from the three
hydraulic models to actual and typical system performance criteria including minimum
and maximum pressure, velocity, fire flow (for potable water system), and headloss.
Models will be considered valid if 90% of the model results are within 10% of actual flow
data, within 10% of actual or expected pressure/level data, or within 5 feet of actual or
expected water column as applicable and aligned with actual SSOs (for collection).
CONSULTANT will present the six model outcomes to the COUNTY and discuss the
path forward for each model to perform boundary level calibration with additional
available data as part of Task 3.3.3 below, or to perform field data collection and full
calibration as part of Task 3.3.4 below.
3.3.4 Boundary Level Calibration
CONSULTANT will calibrate models as needed to known boundary level field conditions
(i.e. known system pressures, pump station discharge pressures, pressure zone HGLs,
measured flows). The boundary level calibration will be considered complete when 90%
of the model results are within 10% for the flow data and 5 feet of water column of the
field data. All exceptions will be justified and documented. Time series data validation
will be considered compared when the model is able to replicate the observed trends
and minimum and maximum points. Individual time points in time series will not be
compared. CONSULTANT will meet with COUNTY operations staff to review model
results and prepare for field calibration efforts if further model calibration is warranted.
3.3.5 Field Data Collection for Full Calibration
3.3.5.1 POTABLE DISTRIBUTION SYSTEM
CONSULTANT will perform a series of hydrant flow tests to refine roughness
coefficients (C factors) for model calibration. CONSULTANT will develop a calibration
plan that identifies hydrants to perform flow tests on and will collect hydrant flow test
data at these hydrants. This field data will be used to calibrate the model to simulate
losses across the distribution system. CONSULTANT will adjust model parameters to
balance the model to meet the calibration goals as indicated in the AWWA M32
"Computer Modeling Water Distribution Systems" Manual. All exceptions will be justified
and documented. CONSULTANT will provide statistics for model calibration results. If
SCADA data is available, the hydraulic model will be calibrated to a 7 -day (168 hour)
Extended Period Simulation (EPS). Time series data validation will be considered
compared when the model is able to replicate the observed trends and minimum and
maximum points. Individual time points in time series will not be compared. The
following assumptions apply:
• COUNTY is responsible for conducting all hydrant tests with COUNTY
equipment and following all COUNTY protocols.
• CONSULTANT will hold one (1) virtual review meeting to present the final model
and calibration results.
• Hydrant flow test data to be collected and interpreted by CONSULTANT with
operation of valves and systems provided by the COUNTY. CONSULTANT will
provide one staff member to observe hydrant flow testing. CONSULTANT will
not conduct hydrant flow tests.
• One calibration meeting is assumed to be on-site at COUNTY offices in duration
of 4 hours.
• The COUNTY will collect pressure data as needed for main calibration.
• A total of 40 hydrant flow tests are assumed. Schedule assumes 2 hours of
CONSULTANT time per hydrant test and 8 -hour workdays, totaling 10 field days.
Final locations will be determined based on existing COUNTY flow test data,
final goals and objectives of the model, and areas that are not within the
boundary calibration range.
• COUNTY will be responsible for setup, cleanup, traffic control, access, and
customer notification ahead of testing, as needed.
3.3.5.2 WASTEWATER COLLECTION SYSTEM
CONSULTANT will develop a calibration plan to identify needed flow, velocity, pressure,
and level criteria for field data collection during a 12 -month period to capture daily
fluctuations in the COUNTY's wastewater collection system. Potential data collection
includes:
Up to 3 insertion flow, velocity, and depth meters in the COUTY's gravity flow
collection system. The COUNTY will install the insertion meters and collect the
data on a monthly basis.
Up to 20 strap -on flow meters with data recording in the COUNTY's low-
pressure vacuum station discharge points and/or repump station discharge
points. The COUNTY will install the flow meters and collect the data on a
monthly basis.
CONSULTANT will compile the data monthly and share it back with the COUNTY for
review. CONSULTANT will present findings from this data during up to four progress
meetings.
CONSULTANT will disaggregate base sanitary flows, dry weather flows, and wet
weather flows to estimate inflow and infiltration quantities upstream of each data
collection point. CONSULTANT will calibrate the model to a 7 -day EPS for both dry and
wet weather time periods. CONSULTANT will adjust model parameters to balance the
model and meet the goals of the UK's Chartered Institution of Water and Environmental
Management's (CIWEM's) Wastewater Planning Users Group (WaPUG) Code of
Practice for the Hydraulic Modeling of Sewer Systems. All exceptions will be justified
and documented. CONSULTANT will provide statistics for model calibration results.
3.3.5.3 REUSE DISTRIBUTION SYSTEM
CONSULTANT will develop a calibration plan to identify needed flow and pressure
criteria for field data collection over a 1 -month period. Potential data collection includes
up to 6 strap -on flow meters with data recording on exposed system mains. If mains are
not exposed, the COUNTY will expose and protect the target pipe. COUNTY will be
responsible for setup, cleanup, traffic control, access, and customer notification ahead
of testing, as needed. The COUNTY will install the flow meters and collect the data on a
monthly basis.
CONSULTANT will review the data collected and present findings from this data during
one progress meeting. CONSULTANT will adjust model parameters to balance the
model to meet the calibration goals as indicated in the AWWA M32 "Computer Modeling
Water Distribution Systems" Manual. All exceptions will be justified and documented.
CONSULTANT will provide statistics for model calibration results. If SCADA data is
available, the hydraulic model will be calibrated to a 7 -day (168 hour) Extended Period
Simulation (EPS). Time series data validation will be considered compared when the
model is able to replicate the observed trends and minimum and maximum points.
Individual time points in time series will not be compared.
3.4 Asset Management and Condition Assessment
3.4.1 Asset Management Review and Workshop (4 hours, in-person)
CONSULTANT will review COUNTY's existing asset inventory, vertical asset hierarchy,
and management systems and platforms to assess workflows and needs for asset
management. CONSULTANT will review data and coordinate with the COUNTY to
complete the asset inventory templated by Arcadis in 2018. CONSULTANT will provide
the draft asset hierarchy to the COUNTY.
CONSULTANT will facilitate a four-hour, in-person workshop to discuss the criteria,
scoring, and weighting developed by Arcadis, as well as the asset inventory, and make
changes, as needed, prior to further condition assessment efforts.
CONSULTANT will compile the hierarchy and inventory into Draft IWMP Module 2:
Existing System Performance.
3.4.2 Desktop Condition and Risk Assessments
CONSULTANT will perform unit process/network level desktop condition assessments
of the COUNTY's vertical and linear assets through reviews of the COUNTY's asset
inventory in terms of age, typical useful life, and completed work orders. CONSULTANT
will also incorporate findings from previous condition assessment data and reports.
CONSULTANT will compile condition ratings into a draft vertical asset hierarchy
proposed in Task 3.4.1.
For linear assets, CONSULTANT will develop estimates of remaining useful life (RUL),
likelihood of failure (LOF), consequence of failure (COF), and overall risk using desktop
data only from the COUNTY and available external data sources.
CONSULTANT will discuss findings and conclusions with the COUNTY at the Asset
Management and Condition Assessment Workshop and will compile them into Draft
IWMP Module 2: Existing System Performance.
3.4.3 Physical Condition Assessment Preparation Workshop (2 hours, in-
person)
CONSULTANT will facilitate a two-hour, in-person workshop with management and
operations to develop a prioritized list of lift stations for CONSULTANT to visit during
physical condition assessment. CONSULTANT will not visit all lift stations but will
develop a template with which the COUNTY can assess remaining lift stations in the
future.
3.4.4 Physical Condition Assessment — Vertical Assets
CONSULTANT will perform a visual only, multi -discipline (process, mechanical,
structural, electrical, instrumentation) condition assessment of existing conditions at the
following facilities:
• Oslo Water Treatment Plant
• Hobart Water Treatment Plant
• Central Wastewater Treatment Facility
• South Wastewater Treatment Facility
• West Wastewater Treatment Facility
• Blue Cypress Wastewater Treatment Facility
• Biosolids Facility
• Up to forty (40) vertical repump facilities
CONSULTANT assumes that major process equipment, HVAC equipment, electrical
equipment, structures, and controls equipment will be assessed. CONSULTANT will
perform site visits in a single trip to occur over five consecutive days to complete the
visual assessment. CONSULTANT will develop a field data collection application to be
used to record photographs and observations. CONSULTANT will use the Asset
Inventory developed in Task 3.4.1 to build the field data collection tool. CONSULTANT
will record observations for Level 6 Assets as defined in the COUNTY's existing asset
hierarchy. CONSULTANT will coordinate with the COUNTY to review the 2018 Arcadis
"Condition and Risk Assessment Guidelines: Vertical Assets" document and any
changes that the COUNTY would like to make to the condition assessment criteria,
scoring, and weighting defined therein. CONSULTANT will compile condition
observations, performance input from COUNTY staff, and desktop data reviewed in
Task 3.4.2 to assign a remaining useful life (RUL) to all defined assets.
CONSULTANT will provide up to six (6) persons for each one-week condition
assessment mobilization. COUNTY will make available operations and maintenance
staff familiar with condition and maintenance of pumping facilities. During the field work,
no tanks will be drained, and no CONSULTANT personnel will enter Occupational
Safety and Health Administration (OSHA) defined confined spaces. No non -visual
assessment, such as amperage draw or temperature draw, will be performed.
Schedule and cost assumes four (4) weeks of condition assessment.
3.4.5 Asset Management and Condition Assessment Workshop (4 hours, in-
person)
CONSULTANT will facilitate a 4 -hour, in-person workshop with the COUNTY to discuss
the following:
• Asset management review findings
• Asset hierarchy
• Proposed asset management platform and workflows
• Desktop condition assessment and asset risk findings
• Visual vertical condition assessment findings
CONSULTANT will incorporate the workshop summary into Draft IWMP Module 2:
Existing System Performance.
3.5 Resilience Coordination Workshop (2 hours, in-person)
CONSULTANT will facilitate a 2 -hour, in-person workshop with the COUNTY's Risk and
Resiliency Assessment (RRA) consultant to discuss findings from the RRA and items for
future coordination throughout IWMP development. CONSULTANT will incorporate the
workshop summary into Draft IWMP Module 2: Existing System Performance.
3.6 Staffing Capacity Assessment Workshop (2 hours, in-person)
CONSULTANT will facilitate a two-hour, in-person workshop to discuss existing staff
capacity and needs. Discussion will also include investigation into various methods of
meeting current and future staffing needs, such as:
Employee retention strategies
Staff augmentation
Staff capacity planning tools
CONSULTANT will incorporate the workshop summary into Draft IWMP Module 2:
Existing System Performance.
3.7 Existing System Performance Summary
3.7.1 Existing System Performance Workshop (4 hours, in-person)
CONSULTANT will facilitate a 4 -hour, in-person workshop to discuss overall
performance of the COUNTY's existing drinking water, wastewater, and reuse systems.
Topics for discussion will include:
• Findings from desktop reviews
• Comparison of existing system performance to LOS goals established in
Task 1: Visioning
• Recommendations for system improvements and detailed condition
assessment
• Recommendations for asset management and staffing
CONSULTANT will incorporate the workshop summary into Draft IWMP Module 2:
Existing System Performance.
3.7.2 Draft IWMP Module 2: Existing System Performance
IN
CONSULTANT will develop a draft version of IWMP Module 2: Existing System
Performance based on findings from detailed document reviews and workshop
discussions. The purpose of IWMP Module 2 will be to:
• Summarize existing system performance and capacity for both vertical and
linear assets.
• Review findings from desktop condition assessments.
• Highlight priority areas for focused condition assessment, capacity
enhancements, rehabilitation, and replacement.
• Discuss strengths and vulnerabilities regarding resilience.
• Review existing staffing capacity and guide planning for future staffing
expansion.
CONSULTANT will provide Module 2 as a draft only as part of this task. COUNTY
review comments will be tracked in an Excel spreadsheet and incorporated into the Pre -
Final and Final versions of the IWMP to be compiled in Task 7.4.
Task 3 Assumptions, Workshops, and Deliverables
Assumptions:
• COUNTY will provide all necessary personnel to accompany CONSULTANT
during four-week vertical condition assessment.
• COUNTY personnel will provide input regarding asset performance during
five-day vertical condition assessment.
• Vertical condition assessment will consist of visual and auditory observations
only. CONSULTANT will not use any instrumentation as part of condition
assessment.
• Development of RUL, LOF, COF, and risk estimates for linear infrastructure
will be based purely on desktop assessment.
• Level of CONSULTANT effort assumes that COUNTY GIS is up to date. No
updates to GIS are included.
• Hydrant flow tests for model calibration will be performed by COUNTY with
CONSULTANT personnel observing only. COUNTY is responsible for setup,
cleanup, traffic control, access, and customer notification ahead of hydrant
testing, as needed.
• COUNTY will install all temporary flow meters and instruments for calibration
and will collect data on a monthly basis for collection system and reuse
system calibration.
• Regulatory meetings and negotiations needs will be identified and addressed
through IWMP development.
• Regulatory agency coordination will remain active throughout the duration of
the project (i.e., meetings will be reserved for as -needed coordination with
FDEP throughout the development of the IP framework).
Meetings/Workshops:
• Up to three (3) meetings with FDEP
• Asset Management & Condition Assessment Workshop (4 hours, in-person)
• Resilience Workshop (2 hours, in-person)
• Staffing Workshop (2 hours, in-person)
• Existing System Performance Workshop (4 hours, in-person)
11
Deliverables:
• Regulatory compliance timeline (Excel)
• Vertical capacity assessment workbook (Excel)
• Updated hydraulic models
• Draft IWMP Module 2: Existing System Performance
Task 4 Engage Community Stakeholders
4.1 Review of Communication Efforts and Tools
CONSULTANT will conduct an in-depth review of COUNTY's communication efforts to -
date and existing communication tools to understand brand standards, communication
channels, roles and responsibilities, and audience perceptions.
CONSULTANT will submit a data request for existing branding standards,
communications plans, materials, workflows, and other documents and perform an initial
review of these documents.
CONSULTANT will then conduct a two-hour in-person Communications Review
Workshop to discuss findings, ask remaining questions, and collect anecdotal
information from COUNTY communications personnel. Topics to be covered will
include:
• Overview of stakeholder relationships and levels of trust
• Existing communication channels and relative success
• Communication workflows
• Roles and responsibilities for communications
• Public response to COUNTY decisions and projects
• Customer satisfaction monitoring
• Branding standards
CONSULTANT will develop an agenda and presentation in preparation for the
Workshop. The agenda and a Communications Review Workshop Summary will be
provided as deliverables to COUNTY.
4.2 Develop Community Analytics Profile
CONSULTANT will conduct stakeholder/project-area analyses to understand community
needs and identify population characteristics across Indian River COUNTY.
CONSULTANT will evaluate a variety of socioeconomic, demographic, business, and
market potential reports within the project area, providing "snapshot" summaries for any
combination of variables, such as income, age, education, ethnicity, vulnerability, and
technology use.
These reports, displayed through tables, infographics, and mapping, provide granular
insight into the community's behaviors, lifestyles, trends, and communication needs.
This dynamic approach will allow the project team to better understand the community,
communicate more effectively, and inform strategy from project inception by providing a
comprehensive visual and statistical understanding on the project community.
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CONSULTANT will develop a 3- to 5 -page PDF report with infographics to display the
results of the community analytics assessment and will provide as a deliverable to
COUNTY.
4.3 Conduct Communications Goal Setting and Stakeholder
Identification Workshop
CONSULTANT will conduct a four-hour in-person Communications Goal Setting and
Stakeholder Identification Workshop with COUNTY management and communications
personnel. Topics to be covered will include:
• Identification of internal and external stakeholders
• Goals for stakeholder engagement
• Desired future meetings and deliverables
• Review of milestones within the IWMP development process and
identification of decision-making and stakeholder involvement needs
• Best practices for messaging, format, and delivery of outreach materials
CONSULTANT will develop an agenda and presentation in preparation for the
Workshop. The agenda and a Communications Audit Workshop Summary will be
provided to COUNTY.
4.4 Public Involvement Events
4.4.1 Community Meetings
CONSULTANT will develop and support implementation of a series of two (2)
community meetings and one (1) supplementary online meeting option to incorporate
public input into the master plan development process, specifically related to a multi -
criteria decision analysis. These meetings could serve as an opportunity to educate the
public about the project, field questions, and elicit initial feedback. This scope of work
will include:
• Outreach materials development
• Event Plan
• Facilitation Guide
• Logistic coordination support
• Development and design of meeting materials
Meeting summaries to be included in IWMP Module 3: Stakeholder Engagement.
4.4.2 Small -Group Stakeholder Meetings
CONSULTANT will facilitate up to five (5), 2 -hour, in-person small group meetings to
engage key stakeholders and partners, such as community organizations, elected
officials, and local county agencies to educate about, elicit feedback on, and garner
support of the master planning process. CONSULTANT will provide agendas for each
meeting. Meeting summaries to be included in IWMP Module 3: Stakeholder
Engagement.
4.5 Draft IWMP Module 3 — Stakeholder Engagement
CONSULTANT will compile findings from the communications data review, Community
Analytics Profile, Communications Audit, and workshops to develop a draft of the One
Water Integrated Plan's Module 3 — Stakeholder Engagement.
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CONSULTANT will provide Module 3 as a draft only as part of this task. COUNTY
review comments will be tracked in an Excel spreadsheet and incorporated into the Pre -
Final and Final versions of the IWMP to be compiled in Task 7.4.
4.6 Collateral Development
As part of this scope of work, CONSULTANT will develop content and provide graphic
design for a variety of deliverables to support internal and external communications
during master plan development. In developing these materials, CONSULTANT will take
into consideration COUNTY's varied audiences and channels of delivery to provide
clean, branded materials that makes technical subjects easier to understand.
Deliverables will follow COUNTY's existing brand guidelines and include items such as:
• Branded templates
• Bill inserts
• Brochures
• Door hangers and notices
• Emails and e -blasts
• Flyers, handouts & mailers
• Internal and external newsletters
• Online content and graphics
• Presentations
• Press releases/media advisories
• Print ads
• PSAs
• Social media posts and graphics
• Talking points
• Video/podcast scripts,
graphics,& production
4.7 Project Website Development and Maintenance
If IRC desires, CONSULTANT can develop a standalone website containing up to five
(5) pages of content on the master planning process for internal audiences, the public,
visitors, and other stakeholders. The proposed content would feature/include much of
the collateral items to allow for extended reach and consistent messaging. The website
development process would include:
• Up to three website coordination calls
• One website site map
• One website content document
• Up to two draft and final website content documents
• One website wireframe populated with approved content and based on the
site map
• One interactive website design mockup based on wireframe
• One staging website prototype
• One final website with a custom URL and hosting for one year
• One web survey to gather public input for weighting decision criteria used
within Task 6 investment prioritization.
• Up to 12 visitor analytics reports
Task 4 Assumptions, Workshops, and Deliverables
Assumptions
COUNTY will provide key talking points and technical information to
CONSULTANT as needed to develop requested deliverables.
The extent of deliverable development will align with labor assumptions
within cost estimate.
Scope does not include costs for outreach implementation, such as printing
or postage.
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• Event plan and facilitation guide will be provided to the client electronically.
• COUNTY will provide knowledgeable, informed personnel to help staff
meetings.
• CONSULTANT will provide up to five (5) staff to attend each Public
Involvement Meeting.
• Community meetings will provide attendees the opportunity to provide written
or verbal formal comments.
• Website coordination calls will be virtual with up to two CONSULTANT
participants.
• Scope assumes one round of review on each interim deliverable and up to
two rounds of review on the final website. CONSULTANT assumes that each
review period will not exceed two weeks.
• COUNTY agrees the site map and wireframe will act as frameworks for the
website. Significant changes or additions requested after the approval of the
site map and wireframe may be considered out of scope.
• The website content document will be produced in MS Word.
• COUNTY will provide images, photography, logo files, color palettes,
branding standards, and other material as available to support the
development of collateral and website. This scope does not include
photography capture or a budget for stock photography.
• CONSULTANT will utilize the free version of the Gtranslate auto -translation
tool if website content translation is required.
• Website will be developed with HTML, CSS, and JavaScript, and will not be
developed as a content management system (CMS). Website changes and
updates will be managed and launched by the consultant's developers.
• Website will support Edge, Chrome (desktop and mobile), Firefox, and Safari
(desktop and mobile).
• CONSULTANT will purchase and manage domains and will provide website
hosting for this contract. Domains associated with this contract will be
purchased through Hover and will be subject to Hover's Terms of Service.
The website files and databases will be hosted on the CONSULTANT's VPS
through Veerotech Systems, LLC. Website files and associated databases
will be subject to Veerotech's Terms of Service. CONSULTANT assumes the
website will be hosted on CONSULTANT's VPS for the duration of the
website's live -time. If COUNTY requests a migration of the website to
another server, a contract amendment will be required if not initially
accounted for the scope and budget.
• CONSULTANT will follow WCAG 2.1 Level AA guidelines. CONSULTANT
uses Site improve Accessibility Checker to identify and mitigate critical errors
where feasible.
Meetings/Workshops:
• One 2 -hour in-person Communication Review Meeting
• One 4 -hour in-person Communications Goal Setting and Stakeholder
Identification Workshop
• Three website planning meetings
• 2, 2-hourin-person Public Involvement Events
• 90 -minute virtual Public Involvement Event
• Up to 5, 2 -hour in-person Small -Group Stakeholder Meetings
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Deliverables:
• Communications data request and review
• Draft and final summary report of findings and workshop discussions
• Community Analytics Profile
• IWMP Module 3 — Stakeholder Engagement with Community Meeting and
Small -Group Stakeholder meeting summaries
• Community meeting and Small -Group Stakeholder meeting agendas and
materials
• 5 -page master planning project website
• Implementation of three (2 in-person, 1 virtual) Public Outreach Events
• Implementation of up to five small -group stakeholder meetings
Task 5 Evaluate Alternative Solutions
5.1 Growth Projections
CONSULTANT will assess the proposed population and growth projections for District
based on published growth trends, historical usage, and flows and information gathered
in Tasks 3 and 4 above. CONSULTANT will develop 20 -year and 50 -year growth
projections and the associated water needs for COUNTY service area. The following
data sources will be accessed for population/growth projections:
• Local, National, and Statewide growth trends
o COUNTY Historic Growth
o Bureau of Economic and Business Research (BEBR)
o SJRWMD Southern Region Water Supply Plan
o US Census Data— Indian River COUNTY
COUNTY and Governmental Comprehensive Planning Documents
Current and future planned developments, as information is available
CONSULTANT will develop water demand projections and wastewater flow projections
for 2045 and 2075 based on the population/growth projections, including a probabilistic
analysis for key projection inputs. CONSULTANT will:
• Coordinate with COUNTY to assess system -wide average demands; diurnal
and seasonal demand patterns utilizing billing, production, and SCADA
records; and planned developments and system expansions.
• Evaluate the amount of non -revenue water (hydrant flushing/water loss) and
production losses.
• Assess major users and associated future demands to be identified as point
demands.
• Coordinate with COUNTY to develop the range of uncertainty for key
projection inputs.
CONSULTANT will also use projections developed to evaluate and validate or update
the COUNTY's existing assumptions regarding equivalent residential units (ERUs) and
gallons per capita per day (gpcd) consumption/production and incorporate these into
Task 5.2 Level of Service Updates. CONSULTANT will incorporate the Population and
Demand Projections as sections in Draft IWMP Modules 4, 5, 6, and 7 as applicable.
5.2 Level of Service Updates
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Based on information review, discussions with COUNTY, and findings from Tasks 2.1.5
and 5.2, CONSULTANT will develop quantitative and qualitative level of service (LOS)
goals for the COUNTY'S drinking water, wastewater, and reuse treatment, distribution,
and collection systems. This will include updated assumptions for ERUs and per capita
consumption/production. The COUNTY's Draft LOS goals will be discussed at related
Task 5 workshops and incorporated into respective Draft Modules 4 through 8.
5.3 Drinking Water Supply and Treatment Alternatives Development
5.3.1 Drinking Water Supply and Treatment Alternatives Development
CONSULTANT will investigate alternatives for drinking water supply augmentation and
drinking water storage. Proposed drinking water supply alternatives include the
following:
• Surface water diversion and treatment
• Surficial aquifer wells and membrane treatment
• Brackish water via Floridan Aquifer wells and membrane treatment
• Reuse (one indirect potable reuse option and one direct potable reuse
option)
• Seawater desalination
Proposed raw water storage alternatives include the following:
• Reservoirs
Aquifer Storage and Recovery (ASR)
Aquifer Recharge
For each alternative presented, CONSULTANT will develop concepts that consider the
following:
• Siting and permitting
• Raw water conveyance and storage
• Treatment system
• Residuals management (including concentrate)
CONSULTANT will size basins and major process equipment for the appropriate growth
horizon (20 -year for process equipment; 50 -year for basins, tanks, and buildings).
CONSULTANT will develop high-level project descriptions, site layouts, Class V cost
estimates, and life cycle cost analyses for each alternative.
5.3.2 Drinking Water Supply and Treatment Alternatives Workshop (4 hours, in-
person)
CONSULTANT will facilitate a four-hour in-person workshop to discuss review findings
and alternatives developed for drinking water supply and treatment. CONSULTANT and
COUNTY will review the high-level alternative descriptions, layouts, and cost estimates
developed by the CONSULTANT. Workshop will include a collaborative multi -criteria
decision analysis (MCDA) exercise in which the CONSULTANT and the COUNTY will
develop evaluation criteria, weight evaluation criteria, use these criteria to determine the
most favorable alternative to be further developed.
5.3.3 Draft IWMP Module 4: Drinking Water Supply and Treatment Alternatives
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CONSULTANT will compile review findings, alternatives suggested, and a workshop
summary into Draft Module 4: Drinking Water Supply and Treatment Alternatives. This
module will contain:
Descriptions of alternatives presented with pros and cons of each.
Comparison of costs, operations and maintenance demands, and layouts for
each alternative.
• A review of the MCDA exercise and the selected alternative.
CONSULTANT will provide Module 4 as a draft only as part of this task. COUNTY
review comments will be tracked in an Excel spreadsheet and incorporated into the Pre -
Final and Final versions of the IWMP to be compiled in Task 7.4.
5.4 Drinking Water Distribution Alternatives Development
5.4.1 Drinking Water Distribution Alternatives Development
CONSULTANT will investigate alternatives for improvements to the COUNTY's potable
water distribution system with regards to the following:
• Asset risk
• Hydraulics and system pressures
• Expansion and capacity improvements
• Water age and maintenance of water quality
CONSULTANT will evaluate alternatives for areas with potential for improvements
based on the results of the potable water hydraulic model (Task 3.3) and interviews with
COUNTY staff.
CONSULTANT will size piping, pumping, and storage alternatives based on the 50 -year
growth horizon as well as any areas where future expansion is planned. CONSULTANT
will develop high-level project descriptions, site layouts, Class V cost estimates, and life
cycle cost analyses for each alternative.
5.4.2 Drinking Water Distribution Alternatives Workshop (4 hours, in-person)
CONSULTANT will facilitate a four-hour in-person workshop to discuss review findings
and alternatives developed for drinking water distribution. CONSULTANT and COUNTY
will review the high-level alternative descriptions, layouts, and cost estimates developed
by the CONSULTANT. Workshop will include a collaborative MCDA exercise in which
the CONSULTANT and the COUNTY will develop evaluation criteria, weight evaluation
criteria, use these criteria to determine the most favorable alternative to be further
developed.
5.4.3 Draft IWMP Module 5: Drinking Water Distribution Alternatives
CONSULTANT will compile review findings, alternatives suggested, and a workshop
summary into Draft Module 5: Drinking Water Distribution Alternatives. This module will
contain:
Descriptions of alternatives presented with pros and cons of each.
Comparison of costs, operations and maintenance demands, and layouts for
each alternative.
• A review of the MCDA exercise and the selected alternative.
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CONSULTANT will provide Module 5 as a draft only as part of this task. COUNTY
review comments will be tracked in an Excel spreadsheet and incorporated into the Pre -
Final and Final versions of the IWMP to be compiled in Task 7.4.
5.5 Septic to Sewer Conversion Planning
CONSULTANT will review the existing collection system service area, network, assets,
and capacity as well as any existing septic to sewer planning documents.
CONSULTANT will develop a preliminary plan for septic to sewer conversion through
the following evaluation steps:
• Group areas currently on septic into cohorts based on location,
environmental sensitivity, disadvantaged status, and other relevant factors.
• Develop a prioritization of cohorts for septic to sewer conversion.
• Approximate additional wastewater treatment capacity needed for each
cohort.
• Develop preliminary sizing and locations for conveyance piping, lift stations,
and storage.
Septic to Sewer Plan to be discussed at Collection System Alternatives Workshop and
incorporated into IWMP Module 6: Collection System Alternatives.
5.6 Collection System Alternatives Development
5.6.1 Collection System Improvements Alternatives Development
CONSULTANT will investigate alternatives for collection system improvements by first
pulling in findings from growth projections (Task 5.2) and septic to sewer planning (Task
5.5)
Proposed collection system improvements including the following:
• Asset risk
• Conveyance improvements
o Gravity
o Vacuum
o Step
o Grinder
• Aboveground storage in up to 2 locations
• Transfer pumping between up to 2 sewersheds
CONSULTANT will size piping and process equipment for the appropriate growth
horizon (20 -year for process equipment; 50 -year for piping, tanks, and buildings).
CONSULTANT will develop high-level project descriptions, site layouts, Class V cost
estimates, and life cycle cost analyses for each alternative.
5.6.2 Collection System Alternatives Workshop (4 hours, in-person)
CONSULTANT will facilitate a four-hour in-person workshop to discuss review findings
and alternatives developed for collection system alternatives. CONSULTANT and
COUNTY will review the high-level alternative descriptions, layouts, and Class V cost
estimates developed by the CONSULTANT. Workshop will include a collaborative
MCDA exercise in which the CONSULTANT and the COUNTY will develop evaluation
criteria, weight evaluation criteria, use these criteria to determine the most favorable
alternative to be further developed.
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5.6.3 Draft IWMP Module 6: Collection System Alternatives
CONSULTANT will compile review findings, alternatives suggested, and a workshop
summary into Draft Module 6: Collection System Alternatives. This module will contain:
• Descriptions of alternatives presented with pros and cons of each.
• Comparison of costs, operations and maintenance demands, and layouts for
each alternative.
• A review of the MCDA exercise and the selected alternative
CONSULTANT will provide Module 6 as a draft only as part of this task. COUNTY
review comments will be tracked in an Excel spreadsheet and incorporated into the Pre
Final and Final versions of the IWMP to be compiled in Task 7.4.
5.7 Wastewater Treatment and Effluent Management Alternatives
Development
5.7.1 Wastewater Treatment & Effluent Management Alternatives Development
CONSULTANT will investigate alternatives for wastewater treatment and effluent
management. CONSULTANT will develop up to three process improvements at each
plant to achieve AWT compliance. Supplemental modeling in Biowin, CONSULTANT's
VisualSpace software, and Visual Hydraulics will be performed as needed to support
alternative development.
CONSULTANT will investigate alternatives for effluent management including the
following:
• Non -potable reuse system expansion
• Natural treatment solutions
• Underground injection expansion
CONSULTANT will also investigate alternatives for improvements to biosolids treatment
and management, including consideration of centrate treatment.
CONSULTANT will size basins and major process equipment for the appropriate growth
horizon (20 -year for process equipment; 50 -year for basins, tanks, and buildings).
CONSULTANT will develop high-level project descriptions, site layouts, Class V cost
estimates, and life cycle cost analyses for each alternative.
5.7.2 Wastewater Treatment & Effluent Management Alternatives Workshop (4
hours, in-person)
CONSULTANT will facilitate a four-hour in-person workshop to discuss review findings
and alternatives developed for wastewater treatment and effluent management
alternatives. CONSULTANT and COUNTY will review the high-level alternative
descriptions, layouts, and Class V cost estimates developed by the CONSULTANT.
Workshop will include a collaborative MCDA exercise in which the CONSULTANT and
the COUNTY will develop evaluation criteria, weight evaluation criteria, use these
criteria to determine the most favorable alternative to be further developed.
5.7.3 Draft IWMP Module 7: Wastewater Treatment & Effluent Management
Alternatives
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CONSULTANT will compile review findings, alternatives suggested, and a workshop
summary into Draft Module 7: Wastewater Treatment and Effluent Management. This
module will contain:
• Descriptions of alternatives presented with pros and cons of each.
• Comparison of costs, operations and maintenance demands, and layouts for
each alternative.
• A review of the MCDA exercise and the selected alternative.
CONSULTANT will provide Module 7 as a draft only as part of this task. COUNTY
review comments will be tracked in an Excel spreadsheet and incorporated into the Pre -
Final and Final versions of the IWMP to be compiled in Task 7.4.
5.8 One Water Integrated Alternatives Development
5.8.1 One Water Integrated Alternatives Development
CONSULTANT will review the COUNTY's existing experience with beneficial reuse
solutions such as:
• Reuse water
• Indirect and direct potable reuse (IPR/DPR)
• ASR
• Nature -based solutions
CONSULTANT will also review capital improvement plans for other departments (e.g.,
stormwater, public works, etc.) to evaluate synergies. CONSULTANT will use findings
from these reviews to develop suitable alternatives which will integrate water use across
multiple disciplines.
CONSULTANT will size basins and major process equipment for the appropriate growth
horizon (20 -year for process equipment; 50 -year for basins, tanks, and buildings).
CONSULTANT will develop high-level project descriptions, site layouts, Class V cost
estimates, and life cycle cost analyses for each alternative.
5.8.2 One Water Integrated Alternatives Workshop (4 hours, in-person)
CONSULTANT will facilitate a four-hour in-person workshop to discuss review findings
and alternatives developed for One Water integrated alternatives. CONSULTANT and
COUNTY will review the high-level alternative descriptions, layouts, and Class V cost
estimates developed by the CONSULTANT. Workshop will include a MCDA exercise in
which the CONSULTANT and the COUNTY will develop evaluation criteria, weight
evaluation criteria, use these criteria to determine the most favorable alternative to be
further developed.
5.8.3 Draft IWMP Module 8: One Water Integrated Alternatives
CONSULTANT will compile review findings, alternatives suggested, and a workshop
summary into Draft Module 8: One Water Integrated Alternatives. This module will
contain:
Descriptions of alternatives presented with pros and cons of each.
Comparison of costs, operations and maintenance demands, and layouts for
each alternative.
A review of the MCDA exercise and the selected alternative.
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CONSULTANT will provide Module 8 as a draft only as part of this task. COUNTY
review comments will be tracked in an Excel spreadsheet and incorporated into the Pre -
Final and Final versions of the IWMP to be compiled in Task 7.4.
Task 5 Assumptions, Workshops, and Deliverables
Assumptions:
• COUNTY to ensure that all necessary personnel are invited to participate in
MCDA exercises.
Meetings/Workshops:
• Drinking Water Supply Workshop (2 hours, in-person)
• Drinking Water Treatment, & Concentrate Management Workshop (2 hours,
in-person)
• Collection System Workshop (2 hours, in-person)
• Wastewater Treatment, and Effluent Management Workshop (2 hours, in-
person)
• One Water Integrated Alternatives Workshop (2 hours, in-person)
Deliverables:
• Draft Module 4: Drinking Water Supply Alternatives
• Draft Module 5: Drinking Water Treatment & Concentrate Alternatives
• Draft Module 6: Collection System Alternatives
• Draft Module 7: Wastewater Treatment & Effluent Management Alternatives
• Draft Module 8: One Water Integrated Alternatives
Task 6 Develop Solutions and Schedule
6.1 Prioritization
6.1.1 Prioritization Review
CONSULTANT will review decision criteria defined in previous master plans as well as
priorities and drivers defined in Task 2 and criteria defined in Task 5 MCDA exercises.
CONSULTANT will use this information to develop draft evaluation criteria and weights
which can be applied across all water disciplines evaluated and applied to individual
projects which will be broken out in future Task 6.2.1. Life cycle cost evaluations will be
included as a prioritization criterion.
6.1.2 Prioritization Workshop (2 -hour workshops, in-person)
CONSULTANT will facilitate the initial two-hour in-person workshop to develop
prioritization criteria (subcriteria if needed) and weights. Workshop will include a
collaborative MCDA exercise in which the CONSULTANT and the COUNTY will develop
organizational evaluation criteria, define criteria, and weight evaluation criteria.
CONSULTANT will also discuss plan and/or results from public input on evaluation
criteria and weighting.
CONSULTANT will facilitate the second two-hour in-person workshop to develop score
projects for prioritization criteria or subcriteria. Workshop will include a collaborative
22
MCDA exercise in which the CONSULTANT and the COUNTY will score projects
carried forward from Task 5.
6.2 Capital Planning
6.2.1 Capital Planning Review
CONSULTANT will break out manageable capital improvement projects, studies,
programmatic improvements, and other project types from the alternatives selected in
Task 5. CONSULTANT will review these projects against the COUNTY'S past and
current CIPs for any crossover between existing projects and proposed projects.
CONSULTANT will develop capital project descriptions and cost estimates in the
COUNTY's preferred format(s) and will populate CONSULTANT's EconH2O tool with
proposed projects, costs, and draft scheduling. CONSULTANT will perform life cycle
cost analyses (LCCA) for all major capital projects proposed.
6.2.2 Financial Capability Assessment (FCA)
CONSULTANT and COUNTY will evaluate impact of proposed capital improvement
projects on user rates. CONSULTANT will provide the additional capital and annual
operational costs of the potential projects to the COUNTY for input into existing rate
models. Up to four alternative implementation schedules for proposed projects will be
provided to assess potential rate impacts. The COUNTY will then provide future rate
projections for use within the FCA.
CONSULTANT will build a FCA spreadsheet tool that integrates baseline demographic,
financial, cost, and funding data to forecast socioeconomic impacts of the potential
projects. As part of this task, the CONSULTANT will work with the COUNTY to identify
important metrics and approaches that will be used to guide the FCA evaluation.
6.2.3 Capital Planning Workshop (2 hours, in-person)
CONSULTANT will facilitate a two-hour, in-person workshop to review proposed capital
improvement project descriptions, cost, and timing; walk through and update EconH2O
model; and review rate impacts from FCA. A workshop summary will be incorporated
into Draft IWMP Module 9: Solutions and Schedule.
6.3 Alternative Funding
6.3.1 Alternative Funding Review
CONSULTANT will populate CONSULTANT's Funding Alignment tool with proposed
capital improvement projects to evaluate eligible grant and loan funding opportunities for
proposed projects. This task does not include any formal grant/loan application
assistance or a comprehensive eligibility review in terms of scheduling, budgeting,
financing, project delivery method, etc.
6.3.2 Alternative Funding Workshop (2 hours, in-person)
CONSULTANT will facilitate a two-hour, in-person workshop to review available funding
programs, eligibility, and timeline; walk through Alignment Tool outputs; and adjust, as
needed. A workshop summary will be incorporated into Draft IWMP Module 9: Solutions
and Schedule.
6.4 Draft IWMP Module 9: Solutions and Schedule
CONSULTANT will compile the following items into Draft IWMP Module 9: Solutions and
Schedule:
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• Review of prioritization criteria and benefit scoring.
• Description of cost estimate sources and level of detail.
• List of proposed capital improvement projects with timeline and descriptions.
• Explanation of projected rate increases and socioeconomic impacts of
proposed improvements from FCA tool.
• Overview of available funding programs and eligibility.
• Summary of project and funding source matches for further investigation.
CONSULTANT will provide Module 9 as a draft only as part of this task. COUNTY
review comments will be tracked in an Excel spreadsheet and incorporated into the Pre -
Final and Final versions of the IWMP to be compiled in Task 7.4. Project descriptions,
EconH2O, FCA, and Alignment Tool to be provided as separate deliverables.
Task 6 Assumptions, Workshops, and Deliverables
Assumptions:
CONSULTANT will use COUNTY's existing rate model for FCA analysis.
CONSULTANT will not provide grant/loan application assistance as part of
this scope.
Meetings/Workshops:
Prioritization Workshop (2 hours, in-person)
Capital Planning Workshop (2 hours, in-person)
Alternative Funding Workshop (2 hours, in-person)
Deliverables:
• Draft Module 9: Solutions and Schedule
• Funding Alignment Tool (Excel)
• EconH2O Capital Planning Tool (Excel)
• FCA tool (Excel)
• Capital project descriptions
Task 7 Implement and Measure Success
7.1 Internal Digital IWMP Platform Development
7.1.1 Digital Platform Framework Requirements
CONSULTANT will work with the COUNTY to develop digital platform specifications to
meet COUNTY goals and objectives. CONSULTANT and COUNTY will define work and
data flow processes, including connections with existing COUNTY platforms.
CONSULTANT will develop a digital platform framework requirements document.
7.1.2 Digital Platform Framework Requirements Meeting (1 hour, in-person)
CONSULTANT will facilitate meeting with COUNTY IT, management, and operations to
discuss:
• Goals and objectives for the Digital IWMP Platform
• Existing COUNTY platforms to connect with the Digital IWMP Platform
• Data output formats from COUNTY platforms
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• Internal and external communication needs
• Platform housing preferences
7.1.3 Digital Platform Selection (1 hour, in-person)
CONSULTANT will develop and evaluate the advantages and disadvantages and costs
for up to three (3) digital platform solutions. CONSULTANT and COUNTY will select
digital platform and housing site.
7.1.4 Digital Platform Framework Selection Meeting (1 hour, in-person)
CONSULTANT will facilitate a meeting with COUNTY IT, management, and operations
to discuss:
Platform advantages and disadvantages
Platform costs
• Implementation requirements
7.1.5 Document Storage Development
CONSULTANT will work with the COUNTY to develop a document storage system
within the selected digital platform that allows for document sharing and collaboration
between the CONSULTANT and COUNTY. CONSULTANT will develop a document
sharing location and filing system and share with the COUNTY for approval.
7.1.6 Data Visualization Development
CONSULTANT will work with the COUNTY to develop an internal data visualization tool
to track progress on IWMP implementation and key data that inform project sequencing
and scheduling. CONSULTANT and COUNTY will coordinate regarding metrics to be
tracked on dashboards, where/how the data visualizations will be hosted, and how data
will be formatted and updated in the visualizations. Possible metrics to track include:
• Project delivery
• Asset condition and renewal
• Septic to sewer conversions
• Public engagement with website, social media profiles, and other channels
• Utility rates and CIP investments
• Developer service requests
• System flows and demands
• Community benefits
7.1.7 Data Visualization Coordination Meetings (1 hour each, virtual)
CONSULTANT will facilitate up to three (3) coordination meetings with COUNTY IT,
management, and operations to discuss:
• Goals and metrics for display
• Access, hosting, and/or transitioning of dashboard to COUNTY
• Data connections to existing COUNTY platforms and tools
• Review of data visualization structures and preferences
7.2 Customer Satisfaction Web Survey
7.2.1 Web Survey Development
CONSULTANT will work with the COUNTY to develop a web survey to collect
information on customer satisfaction, concerns, and priorities. CONSULTANT and
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COUNTY will coordinate regarding questions to be included on survey, review and
replay of survey results, and how survey data will be monitored and incorporated into
decision-making.
7.2.2 Web Survey Coordination Meetings (1 hour each, virtual)
CONSULTANT will facilitate up to three (3) coordination meetings with COUNTY IT,
management, and public relations staff to discuss:
• Survey content
• Review process, customer verification process, display of results
• How survey will be used to improve utility accountability
• Cybersecurity considerations
• Incentives for customer participation
• Other survey delivery methods, if needed
• Non-English survey options
7.3 Draft IWMP Module 10: Implement and Measure Success
CONSULTANT will develop a Draft IWMP Module 10: Implement and Measure Success
which will include the following topics:
• Description of metrics selected by COUNTY for internal monitoring.
• Explanation of how to use and troubleshoot internal and external data
visualizations and external customer survey.
• Suggestions for updates to digital platform, data visualizations, and survey.
• Suggestions of other methods for measuring success.
• Development of an adaptive management process (rolling CIP).
CONSULTANT will provide Module 10 as a draft only as part of this task. COUNTY
review comments will be tracked in an Excel spreadsheet and incorporated into the Pre -
Final and Final versions of the IWMP to be compiled in Task 7.4
7.4 Compile and Deliver IWMP
7.4.1 Deliver Pre -Final IWMP
CONSULTANT will develop comment tracking log to track COUNTY comments on draft
deliverables and resolutions. CONSULTANT will review and address COUNTY
comments on draft modules in a Pre -Final version of the IWMP and record resolutions
in the comment tracking log.
7.4.2 Pre -Final IWMP Review Meeting (2 hours, in-person)
Following the COUNTY's review of the Pre -Final IWMP, CONSULTANT will facilitate a
2 -hour in-person meeting to walk through comment resolutions and discuss any
remaining questions or concerns prior to delivery of the Final IWMP. CONSULTANT
and COUNTY will discuss the preferred method of delivering the IWMP to the COUNTY
and handing over full access and updating rights to the COUNTY.
7.4.3 Deliver Final IWMP
Following the Pre -Final IWMP Review Meeting and resolution of any outstanding
comments, CONSULTANT will deliver the full IWMP and comment tracking log to the
COUNTY. If desired, CONSULTANT will provide the full IWMP in PDF format for record
keeping purposes. The Final IWMP will be delivered along with all additional
deliverables.
al
Task 7 Assumptions, Workshops, and Deliverables
Assumptions:
• COUNTY to host web survey on its own website and provide CONSULTANT
with any access rights needed to develop the survey.
• Project schedule is based on as assumed two-week review period of the Pre -
Final IWMP by the COUNTY.
Meetings/Workshops:
• Internal dashboard coordination meetings (up to 3) (1 hour each, virtual)
• External webpage coordination meetings (up to 3) (1 hour each, virtual)
• Pre -Final IWMP Review Meeting (2 hours, in-person)
Deliverables:
• Draft Module 10: Implement and Measure Success
• IWMP progress dashboard (up to 6 dashboards will be developed)
• Customer satisfaction web survey
• Pre -Final IWMP with comment tracking log
• Final IWMP
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Schedule
For a full task -level schedule, see Appendix A.
Assumptions
• Incremental IWMP Modules will be individually submitted in Draft versions
only. COUNTY comments on individual modules will be incorporated into
Pre -Final I WM P.
• Two weeks are assumed for COUNTY review of deliverables.
• Two weeks are assumed for CONSULTANT revisions and quality control
reviews of COUNTY -reviewed deliverables.
• Schedule is contingent upon timely delivery of data, workshop scheduling,
and deliverable review by COUNTY.
• The CONSULTANT shall perform no services contemplated to merit
compensation beyond that provided for in this scope unless such services
shall be provided for by appropriate written authorization via an amendment
to the task order. Such change orders will be issued by the Board of County
Commissioners' Purchasing Department.
Comaensation
The COUNTY shall compensate the CONSULTANT a lump sum amount totaling
$2,475,840. An additional allowance of $742,750 (30% of lump sum value) will be made
available to the CONSULTANT upon request and approval by the COUNTY. The total
contract value, including optional allowance, is $3,218,590.
Professional services will be invoiced monthly in accordance with the CONSULTANT's
estimated percent complete by task. A progress report summarizing work completed by
task will be submitted with each invoice. See Exhibit B for fee breakdown.
Proiect Team
CONSULTANT's key team members include the following:
• Principal -in -Charge — Brenda Van Ravenswaay
• Project Manager — Chance Lauderdale
• Deputy Project Manager — Logan Whitehouse
• Integrated Planning Consultant — Trent Stober
• Strategic Communications Consultant — Beth Frady
• Strategic Communications Consultant — Meagan Morvant
• Resiliency/Vulnerability Assessment Consultant — Sharon Wright
• Coastal Resilience Consultant — Angela Schedel
• Alternative Delivery Consultant — David O'Connor
• Project Engineer III — Ryan Messer
• Project Engineer III — Wesley Oehmig
• Project Engineer I — Carlee Fullenkamp
28
APPENDIX A - SCHEDULE
Name
Start Finish
EE E r a E E �' s
w
a
0
v o z i ¢ a o z o LL i
Notice to Proceed
10/1/2024 10/1/2024 ,
Task 1 Project Management
10/1/2024 5/23/2026
1.1 Kickoff Meeting
10/15/2024 10/15/2024
Task 2 Build the Vision
10/29/2024 1/21/2025
2.2 Conduct IWMP Chartering Workshop and Facility Walkthrough
11/12/2024 11/14/2024
2 3 Strategic Goals and Objectives Follow -Up Workshop (2 hours, in-person)
12/10/2024 12/10/2024
1
Task 3 Evaluate Existing System Performance
11/26/2024 8/5/2025
�_-_■
3.3.1 Model Coordination Workshop (4 hours, in-person)
11/26/2024 11/26/2024
3.4.1 Asset Management Review and Workshop (4 hours, In-person)
12/10/2024 12/10/2024
,
3.4.3 Physical Condition Assessment Prep Workshop (2 hours, in-person)
12/24/2024 12/24/2024
'
3.4.4 Physical Condition Assessment - Vertical Assets
1/7/2025 2/3/2025
3.4.5 Asset Management and Condition Assessment Workshop (4 hours, in-person)
2/4/2025 2/4/2025
3.5 Resilience Assessment Workshop (2 hours, in-person)
2/18/2025 2/18/2025
'
3.6 Staffing Workshop (2 hours, in-person)
2/18/2025 2/18/2025
3.7.1 Existing System Performance Workshop (4 hours, in-person)
3/18/2025 3/18/2025
t
Task 4 Engage Community Stakeholders
12/24/2024 9/2/2025
4.1.1 Communications Review Workshop (2 hours, in-person)
12/24/2024 12/24/2024
4.3 Conduct Communications Goal Setting and Stakeholder Identification Workshop (4 hours, in-person) 4/1/2025 4/1/2025
,
Task 5 Evaluate Alternative Solutions
3/16/2025 11/25/2025
--
5.3.2 Drinking Water Supply and Treatment Alternatives Workshop (4 hours, In-person)
4/29/2025 4/29/2025
5.4.2 Drinking Water Distribution Alternatives Workshop (4 hours, in-person)
4/29/2025 4/29/2025
5.6.2 Collection System Alternatives Workshop (4 hours, in-person)
6/10/2025 6/10/2025
'
5.7.2 Wastewater Treatment & Efficient Management Alternatives Workshop (4 hours, In-person)
6/10/2025 6/10/2025
5.8.2 One Water Integrated Alternatives Workshop (4 hours, In-person)
6/24/2025 6/24/2025
'
Task 6 Develop Solutions and Schedule
7/7/2025 12/23/2025
�-
6.1.2 Prioritization Workshop (2 -hour workshops, In-person)
7/22/2025 7/22/2025
6.2.3 Capital Planning Workshop (2 hours, In-person)
9/2/2025 9/2/2025
'
6.3.2 Alternative Funding Workshop (2 hours, in-person)
10/14/2025 10/14/2025
'
Task 7 Implement and Measure Success
11/25/2025 3/17/2026
7.1.2 Digital Platform Framework Requirements Meeting (1 hour, in-person)
11/25/2025 11/25/2025
�-
7.1.3 Digital Platform Selection (1 hour, In-person)
12/9/2025 12/9/2025
,
7.1.4 Digital Platform Framework Selection Meeting (1 hour, In-person)
12/23/2025 12/23/2025
'
7.1.7 Data Visualization Coordination Meetings (1 hour each, virtual)
1/20/2026 1/22/2026
7.2.2 Web Survey Coordination Meetings (1 hour each, virtual)
12/9/2025 1/20/2026
7.4.2 Pre -Final IWMP Review Meeting (2 hours, in-person)
2/17/2026 2/17/2026
'
Exhibit B
Fee Breakdown
, Description
1 • Project Management
I Total Laborl
Labor Costsl
Direct Costs
M. tenals)l
Total Costs,
1.1 Kickoff Meeting (2 hours, in-person)
110
$22,880
$4,140
$27,020
1.2 Progress Meetings (20, 1 hour each, virtual)
74
$20,800
$0
$20,800
1.3 Schedule Management
166
$37,700
$0
$37,700
1.4 General Project Management
526
$105,900
$0
$105,900
Subtotal 1 I Project Management
876
$187,280
$4,140
$191,420
2 Build the Vision
2.1 Initial Data Request and Review
152
$32,880
$0
$32,880
2.2 Conduct IWMP Chartering Workshop and Facility Walkthrough
134$33,180
$6,480
$39,660
2.3 Strategic Goals And Objectives Follow-up Workshop (2 hours, in-person)
76
$20,120
$5,520
$25,640
2.4 Draft IWMP Module 1: Visioning
121
523,830
$8,360
$32,190
Subtotal Build the Vision
483
$110,010
$20,360
$130,370
3 Evaluate Existing System Performance
3.1 Detailed Desktop Data Review
79
$16,560
$0
$16,560
3.2 Vertical Asset Capacity Assessment
68
$13,800
$0
$13,800
3.3 System Modeling / Linear Asset Capacity Assessment
1,692
$308,400
$35,300
$343,700
3.4 Asset Management and Condition Assessment
2,774
$576,880
$60,590
$637,470
3.5 Resilience Coordination Workshop (2 hours, in-person)
108
$23,680
$2,360
$26,040
3.6 Staffing Capacity Assessment Workshop (2 hours, in-person)
104
$28,600
$2,770
$31,370
3.7 Existing System Performance Summary
28'$67750
$4,570
$72,320
Subtotal 3 Evaluate Existing System Performance
5,114
$1,035,670
$105,590
$1,141,26
4 Engage Community Stakeholders
4.1 Review of Communication Efforts and Tools
78
$14,420
$2,840
$17,260
4.2 Develop Community Analytics Profile
38
$7,100
$0
$7,100
4.3 Conduct Communications Goal Setting and Stakeholder Identification Workshop (2 hours, in-person)
104
$21,320
$4,000
$25,320
4.4 Public Involvement Meetings
352
$62,330
$19,430
$81,760
4.5 Draft IWMP Module 3 - Stakeholder Engagement
91
$18,290
$0
$18,290
4.6 Collateral Development
448
$77,920
$0
$77,920
4.7 Project Website Development and Maintenance
300
$56,960
$0
$56,960
Subtotal 41 Engage Community Stakeholders
1,411
$258,340
$26,270
$284,610
4 Evaluate Alternative Solutions
5.1 Growth Projections
128
$24,800
$0
$24,800
5.2 Level of Service Updates
68
$13,800
$0
$13,800
5.3 Drinking Water Supply and Treatment Alternatives Development
319
$62,810
$2,230
$65,040
5.4 Drinking Water Treatment & Concentrate Alternatives Development
319$62.810
$2,230
$65,040
5.5 Septic -to -Sewer Conversion Planning
90
$17,500
$0
$17,500
5.6 Collection System Alternatives Development
307
$58,610
$2,320
$60,930
5.7 Wastewater Treatment & Effluent Management Alternatives Development
389
$77,310
$3,000
$80,310
5.8 One Water Integrated Alternatives Development
331
$67,010
$3,990
$71,000
Subtotal 5 1 Evaluate Alternative Solutions
1,951
$384,650
$13,770
$398,420
6 Develop Solutions and Schedule
6.1 Prioritization
130
$27,220
$3,710
$30,930
6.2 Capital Planning
236
$60,440
$4,900
$65,340
6.3 Alternative Funding
124
$28,100
$5,490
$33,590
6.4 Draft IWMP Module 9: Solutions and Schedule
117
$22,850
$0
$22,850
Subtotal Develop Solutions and Schedule
607
$138,610
$14,100
$152,710
7 Implement & Measure Success
7.1 Internal Digital IWMP Platform Development
364
$88,830
$12,250
$101,080
7.2 Customer Satisfaction Web Survey
71
$15,500
$0
$15,500
7.3 Draft IWMP Module 10: Implement and Measure Success
113
$21,170
$"$21,170
7.4 Compile and Deliver IWMP
168
$35,160
$4,140
$39,300
Subtotal 7 Implement and Measure Success
716
$160,66
$16,390
$177,050
Total with 30%
Owner's
Allowance