13-Final Draft Exhibit B - Scope of Services.pdf

Page 1 of 92 Exhibit B - Final Draft RFP 2025

EXHIBIT B

SCOPE OF SERVICES

1. References

In this Exhibit B, all references to “Sections” refer to the sections in this Exhibit B and all references to “Schedules” refer to the schedules attached to this Exhibit B, unless indicated otherwise.

2. Overview of the Company’s Responsibilities

A. The Company will manage, operate and maintain the Facilities to (in this order of priority):

a. Convey and treat wastewater up to the design capacity of the Facilities set forth in

Exhibit H and in compliance with all applicable laws, rules, regulations, codes and Permits for each Facility;

b. Process all primary, secondary and digested sludge generated by the Facilities into Milorganite®, or otherwise dispose of Biosolids at Permitted Land Application Sites or licensed landfills, as appropriate;

c. Minimize noise and odor to avoid adverse impacts on entities contiguous to the Facilities, conveyance, and storage system;

d. Improve the operational performance and reliability of the Facilities;

e. Maximize use of renewable energy resources; and

f. Optimize use of total energy, chemicals, fuels and otherwise improve sustainability of operations.

B. To manage, operate and maintain the Facilities, the Company will:

a. Procure and provide all labor, Process Chemicals, potable water, utilities (except hedged natural gas and landfill gas), vehicle fuel, fuel oil, propane, nitrogen, carbon for MIS Odor Control Facilities, spare parts, materials, tools, supplies and consumables.

b. Procure, provide and perform all testing and analysis required to ensure there is a suitable landfill to accept all Solid Waste.

c. Arrange for transportation and disposal of all Solid Waste from the Facilities. All transportation, tipping fees and other fees associated with disposal of Solid Waste shall be at Company expense.

d. Collect and deliver all sampling for laboratory testing as required by the Permits, for proper process control, and as requested by the District.

e. Assist with the District’s Capital Improvement Program.

f. Perform all Preventive Maintenance.

g. Identify all PM-plus items and submit as Level B CM.

h. Identify all Corrective Maintenance needs of the Facilities.

i. Perform Corrective Maintenance as set forth in this Exhibit B, and Task Order

Services as requested by the District.

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j. Perform other operations, maintenance and management functions as necessary to properly operate and maintain the Facilities, including keeping a general operator log as well as all regulatory-required operations logs, logging all operations data into the Hach-WIMS system that is not automatically collected by the SCADA system, meet and coordinate with District staff and provide reports.

C. The Facilities must be operated in an uninterrupted, continuous manner 24 hours per day, 365 days of the year through all weather, environmental or other conditions that do not rise to the level of a Force Majeure.

a. All wet processing, solids processing, energy operations, plant utilities, conveyance, and storage systems must be appropriately staffed 24 hours per day, 365 days per year.

b. The Facilities must be appropriately staffed, including calling in additional operations staff during all Wet Weather Events to operate the Facilities, respond to alarms and issues, and provide appropriate customer service.

c. If a Force Majeure occurs, the Company shall take all reasonable steps to continue to operate the Facilities.

D. The Company must ensure management and operations staff is available for Capital Project support activities 24 hours per day, 365 days per year and that WRF and conveyance operations and maintenance staff is available for Capital Project support from 6 am through 5 pm on weekdays, for special requests off-hours and on weekends.

E. The Company must ensure appropriate staff is available for urgent or emergency issues 24 hours per day, 365 days per year.

3. Company’s Management and Operations Responsibilities for the Jones Island Water Reclamation Facility and the South Shore Water Reclamation Facility

All Company obligations set forth in this Section 3 will be paid as part of the Annual Base Fee except as noted.

A. General

The Company shall:

a. Properly operate equipment and facilities, verify performance through data review, respond to alarms and issues, perform rounds to visually observe facility and equipment operations, monitor all parameters of equipment, including vibrations, log data, log issues, perform routine checks of facilities and equipment and ensure sewage is being processed optimally, all in alignment with Prudent Industry Practices and the Standards of Performance set forth in Exhibit C.

b. Operate the Facilities consistent with O&M manuals or other direction provided by equipment manufacturers or the District, in an efficient, business-like manner.

c. Use all reasonable efforts to minimize service disruptions outside of the Company’s direct control and the impacts from service disruptions.

d. Procure, receive, store, manage and use all Process Chemicals, potable water, utilities (except for natural gas and electricity) and other commodities required for

Page 3 of 92 Exhibit B - Final Draft RFP 2025 proper operation of the Facilities to produce high quality plant effluent in compliance with the Standards of Performance set forth in in Exhibit C. The minimum required Process Chemicals are listed in Exhibit L.

e. Arrange for the proper handling, transportation and disposal of all Solid Waste.

f. Provide plant capacity updates and work cooperatively with the District as needed on a daily, weekly, monthly and annual basis to effectively and reliably operate all Facilities.

g. Prepare SOPs for the operation of Jones Island, South Shore and the Conveyance and Collection System during Wet Weather Events that are consistent with each other, including responding to all overflow alarms.

h. Prepare and submit monthly, quarterly and annual reports as outlined in Exhibit S.

i. Prepare and submit annual budget, service fee and audited financial statement reports to the District as outlined in Exhibit S.

B. JI Wet Operations The Company shall:

a. Process all sewage entering JIWRF using all available unit processes, and discharge all the processed sewage through the plant effluent conduit according to the WPDES Permit, and the expectations and specifications defined here and in Exhibit C.

b. Maximize the removal of screenings and grit from the influent sewage stream while ensuring full capacity of the preliminary treatment system.

c. Optimize operation of primary treatment to maximize removal of BOD5, TSS, and scum from the sewage stream.

d. Optimize pumping of primary sludge and scum to further treatment processes

e. Maximize removal of screenings from primary sludge.

f. Maximize the pumping of JI primary sludge to South Shore using the Interplant

Solids Pumping and Pipeline System.

g. Minimize the pumping of JI primary sludge to the JI secondary system.

h. Optimize processing of primary scum to minimize scum recirculation back to the head of the plant.

i. Optimize operation of secondary treatment system (aeration and clarification) to maximize removal of pollutants from the sewage stream.

j. Optimize operation of the disinfection and dechlorination system to minimize pathogens and residual chlorine in the effluent stream.

k. Optimize the effluent pumping to ensure unrestricted hydraulics through the

JIWRF.

C. JI Solids Processing Operations

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a. Process JI and SS secondary and digested sludges into Milorganite® product that meets the specifications set forth in Exhibit C, Table C-3 and in accordance with Sections 3.D and 3.K below.

b. Use all available thickening, dewatering and drying equipment, along with all supporting systems and equipment, to first ensure Milorganite® meets pathogen and heat drying requirements as required by the WPDES Permit and second to ensure Milorganite® meets fertilizer size and nutrient specifications.

c. Take process-control grab samples and conduct process-control sieve analysis at a minimum six times daily to determine compliance with the Exhibit C, Table C-4 size gradation standards. Make process adjustments in consultation with the District to maximize the amount of production in compliance with the Exhibit C size gradation standards.

d. Ensure daily production is stored in one day-tank and properly transferred to and stored in the silos in a safe and efficient manner after receiving approval from District staff. Daily production that is sampled weekly for fecal coliform analysis shall be segregated in a single silo. The railcar that is sampled monthly for fecal coliform analysis shall be held onsite at JI until the preliminary result is known.

e. Monitor product in the silos for temperature increases and condition (move to a different or same silo) or offload product if temperatures reach alarm levels.

f. Load-out Milorganite into rail cars and trucks as directed by the District, perform sampling, record the weight/lot number/blend and record the screen test.

g. Use the trackmobile and rail tracks to weigh, record and move railcars to and from the packaging facility staging point.

D. Biosolids Management

a. Company shall produce Milorganite®, Greens Grade, and other grades, not including chaff and dust.

i. The Company will use all operational log sheets, data and chain-of-custody sheets and forms provided by the District to record all data relative to Milorganite®, Greens Grade, and other grades produced pursuant to this Agreement and as required by the WPDES Permit. Provided there are sufficient waste loads to fulfill the requests, the Company shall produce that amount of weighed Milorganite®, inclusive of Greens Grade or other grades, requested by the District per Calendar Year. Notwithstanding the above, the District will not instruct to Company to produce Greens Grade in excess of 5,000 tons per Contract Year. The District will perform the daily production sieve tests using the Company daily composite sample.

ii. All Milorganite®, Greens Grade or other grades must meet the heat drying requirements of 40 CFR 503.32(a)(7) and Appendix B.B.2, (Alternative 5) where dryer discharge product temperatures for all in-production dryers stay above 176°F at the end of the heated zone of the dryer. A secondary means of compliance, only to be used when Alternative 5 does not demonstrate compliance is time temperature pursuant to the requirements of 40 CFR

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503.32(a)(3), (Alternative 1). Meeting the vector attraction reduction requirements of the WPDES Permit requires a solids content of at least 90% at the regulatory sampling location. However, District standards requires that the production solids content be at least 91.5% at the sampling location.

iii. Company SOPs must address the following potential regulatory issues to ensure all Milorganite meets the heat drying requirements:

1. Startup and shutdown of dryers ensuring that wet feed does not pass through a dryer that is not in production.

2. Management of Milorganite that is potentially contaminated with water or moisture.

3. Management of circumstances where a part of the in-service drying or main recycle system equipment is abnormally cool.

iv. All production of Milorganite®, Greens Grade or other grades must also meet the quality specifications set forth in Exhibit C, Standards or Performance. In the event the product does not meet such standards, the Company shall reprocess it to the extent possible. If the product cannot be reprocessed, the Company shall land-apply it as Class B Biosolids, or dispose of it at a licensed landfill, as determined in coordination with the District, at Company cost.

v. The 14 silos are to be used only for temporary storage of Milorganite®, Greens Grade and other grades prior to being sent for packaging. In no event shall Milorganite®, Greens Grade or other grades, classes, or types of Biosolids be combined or mixed in any silo or otherwise blended, unless directed by the District in writing. Each silo is designated to temporarily store a maximum of approximately 1,000 tons of Milorganite®, Greens Grade, or other grades. For purposes of this Agreement, the Company shall never store, in the aggregate, more than 10,000 tons of Milorganite®, Greens Grade or other grades in the silos. To prevent an anticipated exceedance, the Company shall notify the District when it approaches 9,000 tons of inventory in the silos so the parties can work with the District’s packaging contractor to increase bagging rates.

vi. The production quantities will be as calculated in Schedule B-5 and will be based on “G – Official Adjusted Production for Calendar Month.”.”

b. Sampling of Milorganite®, Greens Grade, and other grades. The WPDES Permit requires specific one-time, bi-monthly, semi-annual, annual samples and specific analysis from one or more of the outfalls. This shall be done by the Company in cooperation with a District representative. To support compliance with the WPDES Permit, Company shall maintain pertinent data daily and shall submit it to the District monthly.

i. Milorganite®, Greens Grade, and other heat-dried products are sampled and tested daily, as they are produced, at the point when Staged for Distribution and at the packaging point. Grab samples at production are also collected on a less frequent basis for various regulatory testing. The Company is responsible for taking and sending the following samples to the District’s lab: The daily

Page 6 of 92 Exhibit B - Final Draft RFP 2025 production composite sample, other regulatory-required grab samples, the Staged for Distribution grab samples, and the packaging grab sample. All analyses of these samples, including the daily production Milorganite and Greens Grade screen tests will be the responsibility of the District with the exception of screen sieve tests on the Staged for Distribution samples, which will be conducted by the Company under established protocol. Sieve test results from all Staged for Distribution shipments shall be submitted electronically to the District each day. The District will oversee the monthly QA/QC of the Company’s screen sieve analysis program.

ii. In the event any day’s production or a shipment that is Staged for Distribution does not meet particle size, moisture or nutrient specifications, the Company shall immediately contact the District’s designee prior to moving the product to the silos or releasing product for distribution. At the discretion of the District, the District may perform sieve tests or additional sampling and analysis on any product, including that which is Staged for Distribution.

c. Staging Product for Distribution - Staged for Distribution means: (1) a sealed, bulk railcar of Milorganite®, Greens Grade, or other grade that has been weighed, recorded and left Jones Island, or (2) a vehicle that has been loaded with Milorganite®, Greens Grade, and other grades, weighed at Jones Island and the final loaded weight of such vehicle has been recorded by the Company.

i. The Company shall clean snow and accumulated moisture from the top of rail cars and then inspect the interior of all rail cars that will be loaded with Milorganite® to ensure that the rail cars are free of foreign debris (e.g. other materials the rail cars contained from prior shipments) and moisture.

Company shall also inspect the rail car to ensure it is structurally sound with no obvious structural defects or damage (e.g. holes and cracks) and all features properly operate. Rail cars found not to be clean or structurally sound shall not be used and should be returned to the packaging contractor for repair and/or cleaning. Any structural defects or damage of the rail cars shall be immediately reported in a reasonably detailed form and in writing to the District. The Company should not fill railcars such that the railcars sit with product in them for longer than three days. All rail cars and trucks shall be weighed on-site. The Company shall record weight and shipping information on the manifest tickets and submit the tickets to the District’s Operation’s Manager or designee daily.

ii. The District will make requests to the Company to Stage Product for Distribution with at least 24 hours’ notice. The Company shall have sufficient staff assigned to fill and transport up to four railcars per day by working as many hours as needed, plus handle bulk shipments to be loaded into vehicles typically between the hours of 6:00am and 2:00pm Mondays through Fridays.

No truck arriving in this window should be turned away when appropriate notice has been provided.

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iii. The Company shall operate the trackmobile, rail tracks within the plant, and rail tracks outside of the plant as needed to deliver rail cars to and retrieve rail cars from the Kinder Morgan packaging facility.

iv. If the trackmobile is not able to be operated and is expected to not be available for a period of more than 48 hours, the Company shall rent a trackmobile and have it onsite within another 24 hours. The cost of renting the trackmobile will be the District’s cost provided the Company has performed Fleet Maintenance on the trackmobile and is otherwise not at fault for the trackmobile not being available.

v. The Company shall apply dust-suppressant at a rate of 0.8 to 1 gallon per ton but will be required to use additional dust suppressant at Company cost when the amount of dust in the Milorganite causes dust-related issues with the bagging operation. The Company shall inform the District if a particular load is dusty and should be blended with another load before packaging.

vi. If the Company wants to change the dust suppressant used, it must submit a test procedure to the District for review. Prior to District approval of the change, the Company will, at its sole cost, be required to perform pilot testing of the proposed product for at least one month at the Facilities to monitor dust, as well as run pathogen control tests for fecal regrowth using a third-party laboratory.

vii. Within the first six months of the Term, the Company shall develop, implement and update a spill response plan to be submitted to and approved by the DATCP to address spillage of Milorganite.

viii. If the Company produces more than one and one-half chaff dumpsters per day (21 tons of chaff), the Company shall investigate to identify reasons why this is occurring and submit a report to the District on the findings.

E. JI Energy Operations

a. Operate the Solar turbines and GE turbine (or any replacement/future types) and associated equipment to maximize electric power internally generated and provided to the entire Jones Island Water Reclamation Facility. This shall be done to minimize the total energy cost of running the JIWRF, in line with Section 2.A above, by using modeling or calculation tools mutually agreed upon by the Company and the District to estimate energy costs for various power operation scenarios.

b. Monitor and operate the District-owned equipment connected to the We Energies power supplies

c. Monitor and operate all power distribution and associated equipment to efficiently provide any remaining power and electricity to the entire facility

d. Consider reliability of power operations in determining generation and power distribution system setup and operation when running the Facilities.

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e. Retrieve, assemble and transmit to the District all available data on power and electrical operations as soon as possible after any power disruptions. This includes retrieving data from power monitoring relays that are not connected to the SCADA system

f. Maximize the use of landfill gas, using it in the Solar turbines first and in the dryers second.

g. Communicate and coordinate with MMSD and Emerald Park Landfill on delivery and acceptance of landfill gas, in line with MMSD’s agreement with Emerald Park Landfill.

h. Maximize the use of turbine exhaust heat (waste heat) in Milorganite drying operations.

i. Nominate natural gas needs daily and ensure adequate natural gas is distributed within the facility to all areas of the facility that need it through operations of the distribution system and natural gas use points, including turbines, dryers, building heat and other process needs

j. Ensure landfill gas delivered is distributed within the JIWRF to the turbines and dryers that use it.

F. Other Operational Duties at JIWRF

a. Operate and monitor all buildings, structures, facilities, equipment and other assets at the JIWRF unless specifically excluded on the Out of Service Facilities list in Exhibit A. This includes: 1) ensuring buildings, structures, tunnels, galleries and other spaces occupied by staff are properly heated and lit and otherwise in a proper state for personnel to access; 2) proper monitoring, operation, and control of utilities, facilities and equipment; and 3) monitoring the perimeter and controlling access points to provide a secure facility.

b. Prepare SOPs for the operation of the JIWRF during Wet Weather Events that are consistent with the Schedule B-8, the Collection and Conveyance System SOP, and SSWRF wet weather SOPs, including responding to all overflow alarms. SOPs shall be initially submitted by March 31, 2028 and updated by March 31 of each year thereafter.

c. Only operate the Jones Island Water Reclamation Facility beyond design rated capacity with approval from the District’s Operations Officer.

d. Only implement in-plant diversions from the high level wet well, from primary effluent or from the mixed liquor feed channel in accordance with Applicable Law and with approval from the District’s Operations Officer..

e. Implement the use of the combined sewer wet weather treatment system at the JIWRF in accordance with Applicable Law and only with consent from the District’s Operations Officer.

f. Develop a JIWRF odor protocol to be submitted and approved by the District and perform annual reviews and updates. The odor protocol must include:

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i. Operating and performing PM and CM at the JIWRF to minimize odor impacts to the neighborhoods surrounding JIWRF.

ii. Operating the odor control facilities at JIWRF (Preliminary Treatment building, Equalization and Blend tanks, and Thickening building) to minimize the odors that impact the neighborhoods surrounding JIWRF.

iii. Monitoring weather conditions to anticipate the potential for odor complaints, checking for odors in neighborhoods surrounding the JIWRF, feeding ferric chloride as necessary to address the odors when Company staff observes odors in the neighborhoods surrounding the JIWRF and in response to odor complaints from citizens.

iv. A list of neighborhood associations, alderpersons, citizens and other interested parties, a communication plan to notify those on the list about odors and plans to address odors, a means for contacting the Company with odor complaints and all odor reduction measures that are or will be implemented routinely and in response to potential odor issues and odor complaints.

v. A list of all the festivals and major events at the Summerfest grounds, in Walker’s Point or in the Harbor District that may be impacted by odors from the JIWRF and plans to implement odor control measures to minimize impacts to the public during these events.

vi. Monitoring for the potential for odor impacts to the festivals and major events listed in the Odor Protocol. If there is any risk of odors impacting these events, take all steps to ensure all odor control equipment is operating properly as well as feed ferric chloride for two hours prior to the start of and for the duration of the events.

vii. Training staff that will investigate odor complaints on odor characterization and identification. This may be included as part of the Company’s technical training.

viii. Developing a system for staff to report any concerns that may cause or increase odors impacting the neighborhoods surrounding the JIWRF.

ix. Receiving and responding to odor complaints either from the public or from the District. Response shall include Company staff investigating at the location of the complaint, determining if it is related to the JIWRF or another source, feeding ferric chloride if it is related to the JIWRF as described above, and contacting the complainant to describe the results of the investigation.

x. Documenting all odor complaints, including receipt of the complaint, investigation and response in an odor complaint form. Promptly inform the District of all odor complaints via e-mail.

g. Monitor the D&D and silo nitrogen fire and explosion suppression systems and ensure the tanks are filled above the minimum level required in Exhibit L

- Inventory.

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h. Contract with a company certified to maintain nitrogen fire and explosion suppression systems to inspect and perform Preventive Maintenance of the D&D and silo nitrogen systems (exterior to the buildings) on a schedule that ensures a high reliability and availability of the system to provide fire and explosion suppression. At a minimum, this includes annually inspecting all piping, operating all valves, and testing the nitrogen systems to ensure they can deliver nitrogen to each main recycle bin, day tank and silo at the design flow rate. Perform the test with the recycle bin, day tank or silo at least 75 percent full.

i. Contract for any required Corrective Maintenance for the D&D and silo nitrogen systems, which will be paid as Level A or Level B Corrective Maintenance.

j. Ensure fuel oil is delivered to the facility, handled and stored properly so that the turbines and boilers can use it as a backup supply if needed in at least the minimum amount listed in Exhibit L - Inventory.

k. Quarterly perform a test to ensure the fuel oil system and use of it in the turbine and boilers functions as intended.

l. Ensure propane is delivered to the facility, handled and stored properly so that it is available as a substitute for natural gas in the event the natural gas supply is interrupted, and available in an amount equal to or greater than the minimum listed in Exhibit L – Inventory.

m. In November of each Contract Year, perform a test to ensure the propane system works as intended.

n. Operate the ISS clamming crane at least monthly and after wet weather events that put 50 MG or more into the tunnel to remove as much material from the ISS screens and screening shaft hopper as can reasonably be done with the crane.

o. Ensure chaff and chaff mixed with catch basin debris, ISS clamming material or any other material is removed from the site promptly, and in no case shall a full chaff or chaff-mixed container, roll-off box or lugger be onsite longer than 72 hours.

p. Use water from each of the two city water supplies at least once per Contact Year to ensure both are available.

q. Maximize use of effluent water in plant operations and maintenance activities, ensuring proper pressure and flow for all effluent re-use and applications.

r. Minimize the use of river/lake water for maintaining pressure and flow in the effluent re-use system.

s. Prepare, implement and maintain a plan to manage Biosolids that identifies alternatives for processing solids when any of the solids processing options are out of service.

t. Prepare and submit any other reports requested by any regulatory agencies.

G. SS Wet Operations

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The Company shall perform the following:

a. Process all sewage entering SSWRF using all available unit processes, and discharge all the processed sewage through the plant effluent conduit according to the WPDES Permit, and the expectations and specifications defined here and in Exhibit C.

b. Maximize the removal of screenings and grit from the influent sewage stream while ensuring full capacity of the preliminary treatment system.

c. Optimize operation of primary treatment to maximize removal of BOD5, TSS, and scum from the sewage stream, including using the appropriate amount of polymer and ferric chloride.

d. Optimize pumping of primary sludge to the digester system.

e. Optimize pumping of scum to further treatment processes.

f. Optimize processing of primary scum to minimize scum recirculation back to the head of the plant.

g. Optimize operation of secondary treatment system (aeration and clarification) to maximize removal of pollutants from the sewage stream.

h. Optimize operation of the disinfection and dechlorination system to minimize pathogens and residual chlorine in the effluent stream.

i. Optimize the effluent pumping to ensure unrestricted hydraulics through the plant.

H. SS Solids Processing Operations

a. Operate the interplant solids pipeline, dissolved air flotation thickeners, gravity belt thickeners, active digesters and storage digesters to ensure the solids processing system maximizes the ability of both plants to achieve effluent quality goals.

b. Maximize the amount of SS secondary sludge that is pumped to JI for processing into Milorganite.

c. Operate the DAFs as needed when all SS secondary sludge is not able to be pumped to JI to ensure proper operation of the SS secondary system

d. Operate the active digesters to: 1) accept all SS and JI primary sludge needed for proper wet process operations at both plants; and 2) maximize solids destruction and production of digester gas.

e. Operate the gravity belt thickeners to ensure adequate volume is available in the digesters to accept all primary sludge from both plants and secondary sludge from South Shore when it is required by wet operations.

f. Use the storage digesters only as needed when availability in the active digesters is required to meet other solids processing requirements and make constant efforts to transfer contents from storage to active diesters when possible.

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g. Remove solids from the storage digesters using the plate and frame press system or mobile belt filter presses or mobile centrifuges as directed by the District.

h. Collect and submit samples of cake to the District lab or to an outside lab as needed for maintaining waste profiles for landfilling and for performing calculations and completing all forms for land application.

i. Review third party land application loading calculations with the District.

j. Dispose of any press cake within one calendar year of producing it (landfill or land application).

k. Store sludge in the lagoons only for emergency purposes or if directed to by the District’s Operations Officer.

I. SS Energy Operations

a. Operate the Caterpillar and White-Superior (or any replacement/future types) engines and associated equipment to maximize electric power provided to the entire South Shore Water Reclamation Facility. This shall be done to minimize the total energy cost of running the SSWRF, in line with Section 2.A above, by using modeling or calculation tools mutually agreed to by the Company and the District to estimate energy costs for various power operations.

b. Monitor and operate the District-owned equipment connected to the We Energies power supplies.

c. Monitor and operate all power distribution and associated equipment to efficiently provide any remaining power and electricity needs to the entire

SSWRF.

d. Consider reliability of power operations in determining generation and power distribution system setup and operation when running the Facilities

e. Retrieve, assemble and transmit to the District all available data on power and electrical operations as soon as possible after any power disruptions. This includes retrieving data from power monitoring relays that are not connected to the SCADA system.

f. Maximize the use of digester gas, using it in the Caterpillar engines first and in the digester boilers second.

g. Maximize use of generator exhaust heat (waste heat) in the digester heating system.

h. Nominate natural gas needs daily and ensure adequate natural gas is distributed within the facility to all areas of the facility that need it through operations of the distribution system and natural gas use points.

J. Other Operational Duties at SSWRF

a. Operate and monitor all buildings, structures, facilities, equipment and other assets at the SSWRF unless specifically excluded on the Out of Service

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Facilities list in Exhibit A. This includes: 1) ensuring buildings, structures, tunnels, galleries and other spaces occupied by staff are properly heated and lit and otherwise in a proper state for personnel to access; 2) proper monitoring, operation, and control of utilities, facilities and equipment; and 3) monitoring the perimeter and monitoring and controlling access points to provide a secure facility.

b. Prepare SOPs for the operation of the SSWRF during Wet Weather Events that are consistent with Schedule B-8, the JIWRF wet weather SOP, and the Collection and Conveyance System wet weather SOP, including responding to all overflow alarms. SOPs shall be initially submitted by March 31, 2028 and updated by March 31 of each year thereafter.

c. Only operate the South Shore Water Reclamation Facility beyond design rated capacity with approval from the District’s Operations Officer.

d. The Company shall implement blending at the SSWRF in accordance with Applicable Law and only with consent from the District’s Operations Officer.

e. Develop a SSWRF odor protocol to be submitted and approved by the District and perform annual reviews and updates. The odor protocol must include:

i. Operating and performing PM and CM at the SSWRF to minimize the odors that impact the neighborhoods surrounding SSWRF.

ii. Operating the odor control facilities at the SSWRF Thickening Building to minimize the odors that impact the neighborhoods surrounding SSWRF.

iii. Monitoring weather conditions to anticipate the potential for odor complaints, checking for odors in neighborhoods surrounding the SSWRF, feeding ferric chloride as necessary to address the odors when Company staff observes odors in the neighborhoods surrounding the SSWRF and in response to any odor complaints from citizens.

iv. A list of neighborhood associations, alderpersons, citizens and other interested parties, and a communication plan to notify those on the list about odors and plans to address odors, a means for contacting the Company with odor complaints, and all odor reduction measures that are or will be implemented routinely and in response to potential odor issues and odor complaints.

v. Training staff that will investigate odor complaints on odor characterization and identification. This may be included as part of the Company’s technical training.

vi. Developing a system for staff to report any concerns that may cause or increase odors impacting the neighborhoods surrounding the SSWRF.

vii. Receiving and responding to odor complaints either from the public or from the District. Response shall include Company staff investigating at the location of the complaint, determining if it is related to the SSWRF or another source, feeding ferric chloride if it is related to the SSWRF as described above, and contacting the complainant to describe the results of the investigation.

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viii. Documenting all odor complaints, including receipt of the complaint, investigation and response in an odor complaint form. Promptly inform the District of all odor complaints via e-mail.

f. Use water from each of the two city water supplies at least once per Contract Year to ensure both are available.

g. Maximize use of effluent water in plant operations and maintenance activities, ensuring proper pressure and flow for all effluent re-use and applications.

h. Manage and maintain the high strength waste system. This includes

i. Accepting trucks, coordinating discharge, operating the high strength waste system and communication with the District.

ii. Collecting bills of lading and supplying them to the District’s high strength waste coordinator within 24 hours of the delivery of the waste or on an agreed-upon schedule.

i. Prepare and submit any other reports requested by any regulatory agencies.

K. Meeting the District’s Individual Wisconsin Pollutant Discharge Elimination System (WPDES) Permit Requirements The Company shall:

a. Conduct all operations in compliance with the terms of the District’s currently operational individual WPDES Permit to discharge from JIWRF and SSWRF into Lake Michigan.

b. Operate, calibrate, and maintain all regulatory samples required to monitor for compliance with the District’s WPDES Permit at least according to the manufacturer’s recommendations or more frequently as needed to keep the equipment in good working order and returning reliable results.

c. Collect all wastewater and biosolids samples required under the WPDES Permit and deliver them to the District’s laboratory for analysis except for plant effluent pH and residual chlorine.

d. Collect, analyze, and document the plant effluent pH and residual chlorine in accordance with the WPDES Permit requirements using its own resources.

e. Collect all wastewater and Biosolids data required under the WPDES Permit and transmit it to the District, including but not limited to effluent temperature, dryer and recycle bin temperature; weights of biosolids; influent, effluent, blending, and diversion flow rates; basin drain pump flow; and North Utility Pump Station (or NUPS) fire water pump flow.

f. Assist the District in regulatory reporting required by the WPDES Permit, including but not limited to:

i. Reviewing the District’s electronic monthly discharge report (eDMR), confirm its accuracy, and provide comments as appropriate.

ii. Monthly, certifying to the District the accuracy of the Company’s data including biosolids data reportable to WDNR.

iii. Annually, reviewing the District’s Compliance Maintenance Annual Report for accuracy and completeness.

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g. Designate and maintain an operator in charge (OIC), for each JIWRF and SSWRF, who meets the requirements of Wis. Admin. Code § NR 114.32 and has the following certifications:

i. Biological solids/sludge handling, processing & reuse – advanced

ii. Biological treatment: suspended growth processes – advanced

iii. Disinfection – advanced

iv. Nutrient removal: total phosphorus – advanced

v. Solids separation – advanced

The same person can be the OIC for each JIWRF and SSWRF.. The Company will notify the District of any changes in designated OIC as soon as practicable but not more than 10 working days after the change takes effect.

h. Review the annual summary report of the WDNR calculations provided according to Wis. Admin. Code § NR 101.12(6) and return any corrections or comments to the District along with the Company’s data reviewer’s name and contact information as soon as practicable but not more than 10 working days after receipt and in no event later than March 21st annually.

i. Provide to the District all data related to Biosolids management, including but not limited to weight tickets and forms required under Wis. Admin. Code ch.

NR 204 (including land application maps, soil tests, loading calculations, application rates, residual nitrogen, etc.).

i. The following Biosolids data must be provided to the District on a daily basis:

1. Daily production tonnage for Milorganite and Greens Grade for outfall 006.

2. A silo inventory status report.

3. A report of the number of dryers in service.

4. Shipping screen test results

ii. The following Biosolids data must be provided to the District on a monthly basis by the 10th of each month for the preceding month:

1. Daily shipping report for Milorganite and Greens Grade at outfall 008

2. Daily shipping screen test results

3. The number of roll-off containers and destination for each (pit or landfill)

4. End of month silo inventory

5. End of month Milorganite and Greens Grade production tonnage for outfall 006

6. Totals of South Shore cake produced, stored, land applied and landfilled

iii. The following Biosolids End of Year Reports must be provided to the

District by January 10 for the prior calendar year:

1. Total of storage digester volume and cake stored

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2. End of year report for all outfalls summarizing the tonnage of cake that was landfilled and the details of any land application locations/maps, nitrogen loading calculations and tonnage.

j. Complete and submit the Waste Characteristics Forms (DNR Form 3400-49) by January 15 of each year.

k. Complete and submit the Annual Land Application Reports (DNR Form 3400-

55) by January 15 of each year.

l. Complete and submit the other methods of disposal and distribution (DNR Form 3400-52) by January 15 of each year.

m. Otherwise provide all data, samples, records, or other information or samples related to compliance with the WPDES Permit requested by the District as soon as practicable.

n. Report any noncompliance with WPDES Permit requirements to the District as immediately as possible but in no event more than two hours after becoming aware of it. Include all known details as to volume, source and extent, cause, and response measures, as well as timing and duration of the noncompliance. The District will notify and manage all coordination with the appropriate regulatory agencies (e.g., WDNR, DATCP, or the United States Environmental Protection Agency).

o. Develop, implement and maintain a sewage and sludge spill response procedure for liquid sewage and sludge spills as part of the Emergency Procedures Plan. The Company will submit the plan to the District and revise as directed. The Company will update the plan each year and submit the updated version to the District and revise as directed. Under this spill response procedure, Company is required to report all spills, overflows, bypasses or unpermitted discharges to the District Immediately and with sufficient information to allow the District staff to report to WDNR as required by the WPDES Permit or any other applicable law.

p. Develop, implement and maintain Biosolids spill response procedures as part of the Emergency Procedures Plan. The procedures are for cleaning up Biosolids in accordance with the requirements of the DATCP. The Company will submit the initial procedures and update annually.

L. Air Pollution Control Permit (Air Permit) Compliance

a. The Company is responsible for meeting all Air Permit requirements at both

Jones Island and South Shore as follows:

i. Operate all air emissions units and air emission pollution control equipment within manufacturer’s guidelines to meet the intent and limits of the air operations permits.

ii. Operators must continuously monitor all the parameters that are measured for air permit compliance. Action must be taken prior to reaching a limit if trends in operations indicates the limit will be reached.

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iii. If a limit is reached or outside the permit limits, the Company must immediately respond to the limit being reached by investigating to determine the issue or issues (differential pressure, broken bag alarms, fuel flow, flare alarm, dryer product temperature, ESP amperage, voltage or spark rate, etc.) and taking action to bring the emissions into compliance.

If an emissions unit cannot be brought into compliance or has been out of compliance for up to 8 continuous hours or multiple times over a 48-hour period, the equipment shall be shut down until the issue is corrected. All actions must be documented and reported in the monthly air permit report.

iv. If an emissions unit or emissions pollution control equipment has been out of compliance for more than 8 hours, then the Company shall complete a deviation report and contact the District’s Operations Officer or designee immediately.

v. All air pollution control equipment must be operated within the normal operating ranges for greater than 95 percent of each unit’s total operating time during each semiannual reporting period.

vi. The Company shall ensure continuous collection of data as required by the air pollution control permit so that data collection excursions (missing data) are less than 5% of the total operating time of each emissions source and air pollution control equipment during each semiannual reporting period.

vii. The Company shall retain all compliance records for a minimum of seven years.

b. Conducting source emission testing as required by the Air Permits.

i. Arrange for and perform all emissions and stack testing as required by the

Air Permits. A written stack testing protocol shall be submitted to the District for review and approval no later than 30 business days prior to the scheduled test date. Provide all certified testing reports to the District at least 15 days prior to the due date listed in the air permit.

ii. Arrange for and perform testing of individual air emissions units and air emissions pollution controls.

iii. As directed by the District, arrange for and perform engineering emissions testing, and engineering stack testing as necessary to troubleshoot potential non-compliance with permit limits and to ensure regulatory-required emissions and stack testing will comply with permit limits. The cost of engineering testing will be paid to the Company and reimbursed by the District as a pass-through item.

c. Perform proper maintenance of all emission units and air pollution control equipment

i. Providing Malfunction, Prevention and Abatement Plans (MPAPs) in accordance with the Air Permits and updating and submitting the MPAP within 180 calendar days of any equipment or operational change that impacts the MPAPs.

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ii. Meeting all requirements of the MPAPs and keeping records of all the maintenance performed on the emission units and the air pollution control units as required by the Air Permits and the MPAPs.

d. Prepare, certify and provide all reports to the District. All submittals to the District must be certified by the Company’s Project Manager to be true, accurate and complete to the best of their knowledge.

i. Provide a monthly air permit monitoring report that includes comments on any potential or actual air-permit excursions, deviations or compliance issues related to landfill gas and natural gas usage at all permitted emission units, Solar turbine greenhouse gas emissions, dryer product temperatures, baghouses, ESPs, blended sludge processing and Milorganite storage and load-out baghouses at JIWRF; and any potential or actual air-permit excursions, deviations or compliance issues related to natural gas and digester gas usage, engine operations and emissions, flare operations, boiler operations, blending and emergency generators at

SSWRF.

ii. Submitting semi-annual monitoring reports as required by the Air Permits to the District a minimum of 15 days prior to the regulatory due date.

iii. Submitting an ozone season NOx report a minimum of 15 days prior to the regulatory due date.

iv. Submitting annual compliance reports to the District a minimum of 15 days prior to the regulatory due date.

v. Submitting the greenhouse gas report to the District a minimum of 15 days prior to the regulatory due date.

vi. Conducting an Air Emission Inventory (AEI) annually and submitting the AEI report a minimum of 15 days prior to the regulatory due date.

vii. Submit the boiler MACT report to the District a minimum of 15 days prior to the regulatory due date.

viii. Provide all information, data, reports, certifications, and emissions inventories as required for MMSD to meet Air Permit requirements.

M. Sampling

a. Develop, implement and maintain a Sampling and Quality Assurance and

Quality Control Plan. The initial plan is due February 29, 2028 and shall be updated and submitted annually by March 15th each year thereafter. The plan must, at a minimum:

i. Meet the requirements of the District’s WPDES Permit

ii. Includes a list of process control samples that the Company will collect and analyze or deliver to the District for analysis. This list must include at a minimum, primary effluent, secondary effluent, all recycle streams at both WRFs, feed sludges to thickening and dewatering processes, Page 19 of 92 Exhibit B - Final Draft RFP 2025 dewatered sludges, digested sludge, and any samples required to demonstrate compliance with the Standards of Performance.

iii. Provides accuracy and precision of all regulatory and process control sampling and data collection

iv. Addresses maintenance of regulatory samplers and measurement instruments

v. Includes regulatory required protocols

vi. Provides details on how the regulatory samples will be delivered to the

District, including regulatory chain of custody requirements

vii. Provides details on how the monthly landfill gas sample will be collected and analyzed via Drager tube.

b. Properly operate and maintain samplers and measurement instruments.

c. Collect and deliver to the District weekly digester gas samples.

d. Collect and analyze the belt filter press composite samples.

e. Manually collect a time-paced composite sample in the event of a malfunction of a regulatory-required composite sampler.

f. Perform special sampling as requested by the District. The District will request sampling kits from outside laboratories for the Company to use for sampling.

g. Collect and analyze, or deliver to the District for analysis, all process control samples.

h. Collect samples of unusual influent and deliver to the District’s laboratory

i. Collect and analyze monthly landfill gas samples via Drager tube method.

j. Provide a microscope and ensure it has staff certified in microscopy to identify wastewater treatment biology, filaments, and other microorganisms to assist in making operational, maintenance, and process control decisions.

The District will:

a. Provide analysis of the regulatory-required samples at no charge to the

Company.

b. Provide analysis of process control samples…