26PSX0040 Exhibit A.docx

State of Connecticut Contract# 26PSX0040

EXHIBIT A

DESCRIPTION OF SERVICES:

A. Contractors shall provide professional engineering, architectural, environmental, surveying, inspection Services and related support Services necessary to fulfill project-specific tasks authorized under this Contract. Services may include, but are not limited to engineering Services, architectural and planning Services, environmental and natural resource Services, surveying, Geographic Information System (“GIS”) and technical Services, inspection, diving and specialized Services and project support Services.

B. No minimum amount of work or compensation is guaranteed.

C. This Contract will be available to all Client Agencies.

D. Upon award, the awarded Services will be incorporated as Exhibit A, Description of Services.

SCOPE OF SERVICES:

The following categories and requirements are a general overview of the Services and support Services to be provided under the resultant Contract(s). The Labor Categories described below correspond directly to the pricing categories and job titles contained in Exhibit B-1, Labor Price Schedule. Contractors shall only bill labor categories and rates awarded under Exhibit B.

Services may include, but are not limited to, the following Labor Categories:

E. Labor Category 1 - Executive/Strategic Management I. Principal/Partner: Provides executive oversight, strategic leadership, quality assurance oversight, senior technical review, dispute resolution support, and overall management direction for complex or high-profile projects.

II. Senior Technical Advisor/Subject Matter Expert: Provides senior-level technical expertise, peer review, specialized analysis, inspections, investigations, permitting support, and advisory Services.

F. Labor Category 2 - Project Management and Administration I. Project Manager: Manages project scope, staffing, schedules, budgets, coordination, deliverables, and client communications.

II. Deputy Project Manager/Task Lead: Supports project implementation, scheduling, coordination, reporting, and task management.

III. Administrative/Clerical Staff: Provision of clerical, administrative, logistical, invoicing, documentation, and project support Services.

G. Labor Category 3 - Engineering Services I. Senior Professional Engineer: Performs senior-level engineering analysis, planning, design, inspections, studies, permitting support, and construction oversight.

II. Professional Engineer: Performs engineering evaluations, design support, technical calculations, inspections, field investigations, and preparation of plans and specifications.

III. Engineer (Senior): Performs advanced engineering analysis, investigations, feasibility studies, infrastructure assessments, and technical support Services. May provide engineering Services under the supervision of a licensed Professional Engineer where required by law.

IV. Engineer (Project): Performs engineering calculations, design assistance, field investigations, technical documentation, and project support activities.

H. Labor Category 4 - Architectural and Planning Services I. Senior Architect: Provides architectural planning, design, code compliance review, facility assessments, construction administration, code compliance review, preparation of plans and specifications, and certification of documents as required.

II. Architect/Designer: Supports architectural design, drafting, code review, facility assessments, and project documentation.

III. Landscape Architect: Provides site planning, recreational planning, landscape design, accessibility improvements, and environmental integration Services.

I. Labor Category 5 - Environmental and Natural Resources Services I. Licensed Environmental Professional (“LEP”): Performs environmental investigations, remediation support, compliance reviews, and permitting-related Services.

II. Permitted Environmental Professional (“PEP”): Provides environmental permitting, regulatory coordination, permit application preparation, compliance evaluations, agency coordination, and related permitting support Services.

III. Wetland/Soil Scientist: Performs wetland delineations, soil analysis, habitat evaluations, environmental assessments, and natural resource investigations.

IV. Environmental Scientist/Planner: Provides environmental analysis, permitting support, planning studies, compliance reviews, and technical documentation.

J. Labor Category 6 - Surveying, GIS, and Technical Support I. Senior Licensed Land Surveyor: Performs senior-level boundary analysis, survey project management, quality assurance/quality control review, survey research, technical consultation, survey mapping review, and professional land surveying Services in accordance with DEEP Survey Standards.

II. Licensed Surveyor: Performs boundary, topographic, bathymetric, hydrological, construction-related, and other surveys in accordance with DEEP Survey Standards.

III. Survey Party Chief: Directs survey field operations; supervises survey crews; performs boundary, topographic, construction, hydrographic, and control surveys; and is responsible for the field data collection, quality control, and crew safety.

IV. Survey Party Instrument Operator: Performs instrument operations in support of the Survey Party Chief.

V. Cartographer/GIS Specialist: Develops GIS databases, mapping products, spatial analyses, and geospatial documentation.

VI. Draftsperson/CAD technician: Prepares plans, layouts, drawings, renderings, and technical documentation using CAD software.

VII. Field Technician: Performs field support Services, inspections, sampling, data collection, measurements, equipment operation, and documentation.

K. Labor Category 7 - Inspection and Construction Administration I. Construction Inspector/Administrator: Provides construction oversight, inspections, quality assurance, compliance monitoring, field oversight, and contract administration Services.

II. Code Inspector/Reviewer: Performs code reviews, inspections, compliance assessments, and related documentation Services.

III. Structural/Bridge Inspector: Performs structural, bridge, dam, and infrastructure inspections and condition assessments.

L. Labor Category 8 - Specialized Services I. Architectural Historian/Cultural Resource Specialist: Performs cultural resource evaluations and management, historical documentation, field surveys, historic preservation reviews, conservation, and compliance with applicable historic preservation standards and requirements.

II. Diving Specialist/Underwater Inspector: Performs underwater inspections, assessments, investigations, repairs support, and related diving Services.

III. Geotechnical Engineer: Performs subsurface investigations, foundation analysis, slope stability evaluations, soil assessments, geotechnical engineering analysis, and related technical support Services.

IV. Structural Engineer: Performs structural evaluations, bridge and infrastructure assessments, structural analysis, rehabilitation recommendations, and related engineering Services.

V. Aquaculture Engineer: Performs aquaculture system design services, aquaculture system evaluations, assessments, analysis, planning, and related engineering Services.

REQUIREMENTS

M. General Requirements Requirements applicable to the Labor Categories in Section 2 (Scope of Services) above may include, but are not limited to:

I. Demonstrated experience in successfully performing projects of similar size, scope, and complexity.

II. Ability to meet specifications, requirements, terms, and conditions of this Exhibit A and the Contract.

III. Ability to provide qualified personnel, equipment, technical resources, and support Services necessary to complete assigned tasks.

IV. Demonstrated expertise and qualifications in planning, design, inspection, engineering, architecture, surveying, permitting, construction administration, construction oversight, diving, and/or related professional Services.

V. Thorough knowledge of applicable federal, State, and local laws, regulations, permitting requirements, codes, standards, and approval processes, including those applicable within the State.

VI. Demonstrated ability to communicate complex technical information in a clear, concise, and understandable manner to agencies, stakeholders, and the general public.

VII. Demonstrated ability to coordinate and manage multidisciplinary teams and collaborate effectively with public agencies, private entities, contractors, and stakeholders to meet project schedules and deliverables.

VIII. Appropriate education, experience, training, certifications, licenses, and technical qualifications necessary to Perform the required Services.

N. Licenses, Certifications, Permits, and Identification Requirements I. The Contractor and any subcontractor(s) shall ensure that all licenses, certifications, registrations, permits, and other professional credentials required to Perform the Services remain current, valid, and in good standing throughout the Term.

II. The Contractor shall immediately notify the Client Agency in writing if any required license, certification, registration, or permit held by the Contractor or any subcontractor is suspended, revoked, expired, changed, restricted, or otherwise no longer in full force and effect.

III. At any time during the Term, the Client Agency may request the Contractor or subcontractor to provide any required licenses, certifications, registrations, permits, or qualifications. Upon request, Contractor or subcontractor shall provide such documentation promptly.

IV. All Contractor Parties Performing Services shall carry appropriate professional identification and any required licenses, permits or certifications while Performing Services. Upon request by the Client Agency, the Contractor and subcontractor personnel shall present such identification, licenses, permits certifications, and credentials prior to Performing Services or entering a project Site.

O. Personnel Classification and Qualifications The Client Agency may, at any time during Performance of Services or in connection with the review of any Statement of Work:

I. Require substitution of proposed or assigned personnel who do not meet the minimum qualifications applicable to the labor category under which they are proposed;

II. Reclassify proposed personnel into the labor category that most accurately reflects their education, experience, licensure, certifications, and demonstrated qualifications; and III. Reject proposed labor rates or staffing classifications that are inconsistent with the qualifications, responsibilities, or level of effort associated with the applicable labor category.

SERVICES AND TASKS

Services and tasks for each individual project may include, but are not limited to, one or more of the following:

P. Engineering Services:

I. Preliminary and final design II. Design development III. Preparation of plans, specifications, bid documents, and construction documents IV. Structural analyses and engineering studies V. Civil, structural, mechanical, electrical, environmental, hydraulic, coastal, geotechnical, water resources, aquaculture, utility and related engineering Services VI. Cost estimating, value engineering, and cost-benefit analyses VII. Dam, dike, flood control, erosion control, stormwater, drainage, utility, and infrastructure system evaluation, planning, design, rehabilitation, repair, removal, and related engineering Services VIII. Infrastructure planning and asset management Services

Q. Architectural and Planning Services:

I. Feasibility studies and alternatives analyses II. Asset management and infrastructure planning III. Environmental impact evaluations IV. Public involvement, stakeholder coordination and Client Agency coordination V. Architectural historian and cultural resource reviews VI. Architectural design, facility planning, renovations, and facility improvements VII. Landscape architectural design and recreational planning VIII. Americans with Disabilities Act (“ADA”) compliance and accessibility improvements IX. Code review, building inspection, and facility condition assessment Services

R. Surveying and Environmental Services:

I. Wetland delineation and natural resource identification II. Boundary, topographic, bathymetric, hydrological, improvement location, land, and special purpose surveys III. Environmental investigations and assessments IV. GIS mapping, cartography, spatial analysis, and related geospatial Services V. Environmental restoration planning VI. Geotechnical investigations and soil evaluations VII. Permitting and regulatory compliance support

S. Inspection and Construction Services:

I. Inspections and condition assessments II. Structural, bridge, dam, dike, flood control system, infrastructure, building, and facility inspections and evaluations III. Contract administration, construction administration, and construction oversight IV. Construction inspection and quality assurance V. Emergency inspections and response Services

T. Specialized and Technical Services:

I. Diving and underwater inspection, investigation, repair, maintenance, and related Services II. Historical preservation and cultural resource documentation III. Technical advisory and consulting Services IV. Emergency action plan preparation V. Site inventory, feasibility studies, and alternatives analysis VI. Infrastructure inspections

EXAMPLES OF PROJECTS

Projects under the resultant Contract(s) may include, but are not limited to:

U. Courtesy docks, piers, marinas, and boardwalks V. Boat launching ramps and water access facilities W. Parking lots, roadways, and access road improvements X. Mechanical, electrical, plumbing, utility, and infrastructure systems Y. Architectural renovations and facility improvements Z. Multi-purpose recreational trails and site amenities AA. ADA compliance improvements AB. Stormwater management infrastructure and drainage systems AC. Utility infrastructure design (water, sewer, electric, gas, telecommunications, etc.)

AD. Pedestrian and vehicular bridge rehabilitation, inspection, and construction AE. Dam and spillway inspection, rehabilitation, and design AF. Flood control infrastructure and related improvements AG. Energy conservation and environmental restoration projects AH. Natural resource conservation and environmental restoration projects AI. Diving Services and underwater inspections, investigations, and repairs AJ. Boundary and property surveys AK. Fuel storage, monitoring, and dispensing systems AL. Architectural historian and cultural resource reviews AM. Geotechnical investigations, evaluations, and analyses AN. Building, facility, and structural condition assessments AO. Asset management, infrastructure planning, and capital improvement planning AP. Permit application preparation and regulatory support Services

SUBCONTRACTED SERVICES:

AQ. The Contractor shall not provide any subcontracted Services without the Client Agency’s written approval. If Contractor must engage subcontractors to Perform Services that are not identified in the labor categories listed in Exhibit B, Price Schedule, and the cost of such Services will exceed one thousand dollars ($1,000.00), then the Contractor shall request prior Client Agency written approval to obtain such subcontracted Services. Such approval shall be at the Client Agency’s sole discretion. The Client Agency will provide written approval to proceed with the next steps in Section 6. B. below.

AR. After the Client Agency sends written approval for the Contractor to proceed with subcontracted Services, the Contractor shall send the Client Agency (i) a minimum of three (3) cost proposals for such Services, where practicable; and (ii) the Contractor’s recommended selection of the most qualified subcontractor. Where specialized or unique expertise is required and multiple proposals are not reasonably available, the Contractor shall provide a written justification in lieu of multiple proposals.

AS. If the Contractor receives Client Agency written approval, the Contractor may be eligible to receive a markup not to exceed five percent (5%) of the costs actually incurred by the Contractor for any such Services. Client Agency’s approval to provide subcontracted Services, does not constitute authorization for a Contractor to receive up to a five percent (5%) mark-up for such costs. Rather, a Contractor may receive up to a five percent (5%) mark-up for such costs, subject to negotiations and agreement of the Client Agency, only if:

I. For any costs relating to the use of a subcontractor, such subcontractor is not itself a Contractor under a resulting DAS Contract;

II. Any such Services provided are not included in Exhibit B, Price Schedule; and III. Any such Services provided were approved by Client Agency in its sole discretion.

CONTRACT IMPLEMENTATION

The Client Agency shall select a Contractor according to the procedures set forth below:

AT. Standard Contract Use. The Client Agency shall request a work plan and cost estimate for required Services from all Contractors. Contractors shall then be required to submit a work plan and cost estimate that will accomplish the work task requested by the Client Agency. Selection may be based on qualifications, availability, past performance, geographic proximity, or other factors in the best interest of the Client Agency. The Client Agency shall evaluate each of the proposals and authorize the selected Contractor to proceed in accordance with the Contract and, if required, the SOW as defined in this Contract.

AU. Specialized Contract Use. The Client Agency shall request a work plan and cost estimate after providing a detailed scope of Services from Contractors deemed to be most qualified in their respective disciplines and consistent to the initial selection of the award. At the discretion of the Client Agency, and to serve the Client Agency’s best interests, the Client Agency may select a single Contractor to submit a work plan and cost estimate. Selection may be based on special expertise, past performance, project knowledge, time sensitivity, public health emergency or other factors determined by the Client Agency.

AV. If a SOW is required, it shall be prepared in accordance with Section 8 (Statement of Work) below.

STATEMENT OF WORK

Contractor and Client Agency shall mutually agree on the Services for each project using the SOW template, attached as Attachment 1 – Statement of Work Template. The Client Agency, at its sole discretion, will determine if a SOW is required. Routine and minor assignments may be authorized without a SOW at the sole discretion of the Client Agency.

AW. Each SOW:

I. must be issued pursuant to and governed by the underlying Contract, II. must not modify, amend, or supersede any Contract terms and conditions, III. must not introduce new contractual obligations, rate structures, or legal terms, IV. must be limited to professional Services described in this Exhibit A, V. All SOW pricing must be derived from and strictly limited to the labor categories and rates, equipment rates, material prices, and any other pricing provisions as set forth in Exhibit B.

VI. In the event of a conflict between a SOW and the Contract, the Contract controls unless the conflicting terms in the SOW are required by federal law.

AX. SOW Development and Approval I. Client Agency may request a response to a SOW from one or more Contractors qualified to Perform the Services.

II. Contractor shall prepare and submit a proposed SOW based upon the Client Agency’s requested scope of work for Client Agency review and approval.

III. Each SOW must, at a minimum, include:

1. Project scope and objectives

2. Detailed description of Services to be Performed

3. Deliverables and milestones

4. Project schedule and period of performance

5. Staffing plan, including labor categories and estimated hours

6. Cost estimate utilizing Contract rates

7. Roles and responsibilities of the Contractor and Client Agency

8. Applicable regulatory, permitting, reporting, or funding requirements, if any.

IV. Services shall not commence until the SOW has been approved in writing by the Client Agency, and a Purchase Order is received by the Contractor.

AY. Deliverables and Acceptance I. Each SOW must establish project-specific Deliverables, schedules, and acceptance criteria appropriate to the requested Services.

II. All Deliverables are subject to review, comment, and acceptance by the Client Agency. The Contractor shall review and resubmit the Deliverables as required to address any comments and issues.

AZ. SOW Amendments Any amendment, modification, or change to an approved SOW must:

I. Be mutually agreed to in writing II. Clearly describe changes to scope, schedule, staffing, or cost III. Remain consistent with the terms and conditions of the Contract IV. Be approved by the Client Agency prior to commencement of any additional or modified Services.

FEDERAL FUNDING

This Contract applies to purchases that will be paid for in whole or in part with funds obtained from the federal government. The federal provisions are not negotiable. Contractor agrees to comply with all obligations under federal rules or regulations and federal programs for such funding. Contractor agrees to append or modify specific federal provisions to this Contract, if reasonably necessary to keep the State, Client Agency, and Contractor in compliance with federal funding requirements and programs, as applicable, and comply with the terms set forth therein.

INTELLECTUAL PROPERTY

BA. All reports, studies, drawings, plans, specifications, calculations, field notes, data, maps, photographs, models, electronic files, GIS information, CAD files, surveys, Deliverables, and other materials prepared, developed, or obtained by the Contractor in connection with the Services is the property of the Client Agency upon creation or submission, whether maintained in paper, electronic, digital, magnetic, or other format.

BB. Any copyrightable materials, works of authorship, or other intellectual property created by the Contractor specifically for the Client Agency is deemed “works for hire” and shall belong exclusively to the Client Agency. To the extent any such materials are not considered works made for hire, the Contractor shall assign to the Client Agency all right, title, and interests therein, including all copyrights and related intellectual property rights.

BC. The Contractor may retain copies of project materials for its records and professional archives. Contractor shall not sell, reproduce, distribute, publish, or otherwise use such materials for purposes unrelated to the Contract without the prior written consent of the Client Agency, except as required by law or professional licensing obligations.