3-Attachment No. 3 - REQ-0009198 - Scope of Work.pdf

Solicitation Cover/Instruction to Vendors (FSA_PRO_TPL_0003) Rev. #0-11.1.2023 Page 1 of 14

SITE IMPROVEMENTS AT ST. AUBIN, BELLE ISLE, AND

BABY CREEK CSO FACILITIES

Attachment 3: SCOPE OF SERVICES

Contract No. ########## CIP No. 270009

I. Definitions / Abbreviations

• AHJ: Authority having jurisdiction

• AOB: Asset onboarding.

• BOD: Basis of design.

• Conformed: Conformed construction Drawings and Specifications are Drawings and Specifications which incorporate all changes made during the bidding phase through addenda modifying the Contract Documents. All changes are physically incorporated into the Drawings and Specifications and issued to Contractor prior to Construction as “conformed” documents.

• CSO: Combined sewer overflow. This is the action that happens as a result of wet-weather discharges at the CSO outfalls and facilities (RTBs and SDFs). Combined sewers carry both sanitary and storm water (hence, “combined”). Overflows occur when the collection system receives flow that exceeds what the system can transport to the WRRF.

• DNR: Department of Natural Resources. The State of Michigan agency charged with maintaining natural resources such as state parks, state forests, and recreation areas.

• DWSD: Detroit Water and Sewerage Department, GLWA’s predecessor organization.

• EAMS: Enterprise Asset Management Systems. The computerized maintenance and asset management system utilized by GLWA for preventive and corrective maintenance management and tracking, and asset tracking.

• EGLE: Michigan Department of Environment, Great Lakes & Energy. The environmental regulatory agency for the State of Michigan.

• I/O: Input/output.

• MEMBER PARTNER: A GLWA wholesale customer

• NEPA: National Environmental Policy Act.

• O&M: Operations and maintenance.

• OPCC: Opinion of probable construction cost.

• P&ID: Piping and instrumentation diagram.

• PMP: GLWA’s Program Management Plan.

• QA/QC: Quality Assurance/Quality Control.

• RFB: Request for bid.

• RFI: Request for Information.

• RTB: Retention Treatment Basin. A wastewater, wet-weather-activated facility that provides screening of solids and debris, settling of solids, skimming of floatables, and disinfection of stormwater prior to discharge to the Detroit and Rouge Rivers. These facilities provide no capture function of CSO. Flow through an RTB does not get treated at the WRRF, except for the water captured in the basin which is drained to the WRRF after an event subsides.

• SCADA: Supervisory control and data acquisition.

• SDF: Screening and disinfection facility. A wastewater, wet-weather-activated facility that provides screening of solids and debris, and disinfection of stormwater prior to discharge to the Detroit and Rouge Rivers. These facilities provide no capture function of CSO. Flow through an SDF does not get treated at the WRRF, except for the minimal storage within the discharge pipe that is drained to the WRRF after an event subsides.

• WBS: Work breakdown structure. Provides a clear and completely identifiable work process by task, labor rate categories, labor hours and costs, direct expenses, total task cost and overall Project cost.

• WRRF: Water Resource Recovery Facility. Formerly called the DWSD Wastewater Treatment Plant, this is GLWA’s wastewater treatment facility.

II. Project Information

A. Project Stakeholders and Required Coordination It is important that the Consultant understands that there are stakeholders in this Project that require periodic coordination with and/or who may provide input/feedback on overall Deliverables and key decisions. Following is a description of the various entities and their associated stakes in this Project:

1. GLWA Wastewater Engineering (WWE) Team. The WWE team will lead this Project on behalf of GLWA. They will interact with the

Consultant’s team to ensure the successful implementation of this Project. They will provide review comments on various Deliverables to ensure that O&M concerns are incorporated into the overall Project. Their coordination with the O&M team will not alleviate the Consultant’s responsibility, however, to develop a plan for engagement of O&M team members and seeking their input and feedback throughout the Project.

2. GLWA Wastewater Conveyance and CSO Team. This team will be responsible for the O&M of the finished Project. They have limited resources and want to ensure that O&M aspects of a design are taken into consideration, such that a design is not just technically feasible, but that it incorporates elements which ease the burden on the O&M team. They will participate in workshops on reliability and design. The team includes any contractor engaged by GLWA to perform maintenance and repairs on GLWA assets and systems. The Consultant shall utilize 3D models developed as a part of this Project for sessions with O&M teams to better convey aspects of the design and seek feedback from the O&M team. Demonstration of the design Deliverable in this manner shall be a core aspect of the Consultant’s work product and shall be incorporated into the workshops for better display and demonstration of the proposed work.

3. GLWA Facilities Team. This team maintains all GLWA facilities. Their responsibilities include building, fencing and grounds maintenance.

Their input throughout the design process is critical in order to ensure that the design incorporates elements that ease the burden on this Team.

4. GLWA Asset Management Teams. There is a local and enterprise asset management group that will participate in asset turnover, and the reliability portions of this Project. They will help to ensure final Deliverables come into the GLWA EAMS for O&M.

5. GLWA Security Team – The Consultant shall coordinate the design of all fencing and access gate replacement scope elements with the GLWA Security Team. The GLWA Security Team shall review and approve all fencing and access gate submittals.

6. GLWA Process Automation and Control System (PACS) Team. If any I&C work is required by the design, it shall be coordinated with the

Solicitation Cover/Instruction to Vendors (FSA_PRO_TPL_0003) Rev. #0-11.1.2023 Page 2 of 14

PACS team. The PACS team shall review all I &C submittals and provide input on I&C design elements.

7. EGLE. Coordination must be performed with EGLE. A part 41 permit must be obtained from EGLE for the improvements described herein.

8. City of Detroit. Services should be coordinated with City of Detroit agencies for all city-required permits.

9. Detroit Water and Sewerage Department. Consultant shall coordinate all required Services with DWSD.

10. Other Utility Owners. Other utility owners may be impacted by this Project. The Consultant shall be responsible for identifying all impacted utilities and their owners. The Consultant shall maintain the coordination necessary to ensure that all utility interfaces are addressed. The Consultant shall establish a communication log and inventory with utility owners, identify utility owner contacts, email addresses, phone numbers, and names.

11. Michigan DNR. Consultant shall coordinate with the Michigan DNR where necessary. The St. Aubin Outfall access drive may be under the DNR’s jurisdiction.

12. Projects – The Consultant shall properly coordinate with other relevant studies and designs for projects that are occurring at the facilities included in this scope of work. At this time, those projects and coordination include the following:

a. CIP270006 - 2200061 - CSO Facilities Improvements II

b. CIP270007 - 2301501 - Chem Sys Imps at BC, BLI, CON, PF

c. CIP270004 - SCN-0000697 - CSO Facilities Improvements at Oakwood & Leib

d. There may be miscellaneous improvement projects procured under the GLWA Job Order Contract to address emergent issues. To the extent practical, the Consultant will coordinate their Services with these other projects as necessary to ensure proper coordination. It is noted that nothing specific other than cooperation will be required, and to the extent that these other projects affect the Consultant’s Services GLWA will engage the Consultant to determine the impacts to these Services and utilize funds from an Allowance for items not specifically identified and requiring coordination.

e. Other projects that may arise and be executed during the course of this Project. GLWA shall advise Consultant of these projects if they become relevant to this Project.

B. Deliverable Requirements For All Tasks All Consultant-prepared Deliverables (draft and final versions) shall meet the following requirements:

a. Deliverables shall comply with the latest applicable codes, standards, and regulations enforced by the appropriate AHJ for each scope element. Furthermore, the Consultant shall be responsible for obtaining the AHJ’s review and approval for each scope element.

b. All final Deliverables shall be delivered in electronic PDF and native file format. File naming convention and organization of the files electronically shall be according to Deliverable with proper organization for navigation through files and supporting files. File format and organization shall comply with GLWA’s Document Turnover, Asset Management, and any other requirements stated herein.

Electronic copies shall be submitted via GLWA SharePoint.

c. Consultant shall comply with GLWA PMP process and latest forms/templates throughout the duration of this project. The current version of the PMP can be accessed via the following link: CIP/PMP (Program Management Plan) 9/1/2024 - GLWA

d. Consultant shall not limit producing design documents based solely on the recommendations provided by CS-299 for each facility for the scope of work under this project, but shall explore and provide cost effective design solutions to meet the intent of the CS-299 recommendations and provide design documents accordingly for GLWA’s review and approval.

e. All Consultant-prepared Deliverables shall be submitted in draft and final forms. The Consultant shall address and incorporate all of GLWA’s and AHJ’s comments into the final Deliverables. The Consultant shall prepare and submit a comment resolution letter with each final Deliverable that clearly shows GLWA how each of its comments have been addressed in the final Deliverable, and if they have not, an explanation as to why. The Consultant shall use the comment resolution log template found in the GLWA PMP.

f. Study reviews, workshops, and contract Deliverables where GLWA and AHJ comment is being sought shall be conducted in an online environment where shared review is possible so that GLWA may provide all review comments on a single document to the Consultant. This shall be conducted with software that GLWA has and shall not require GLWA to purchase additional software.

Examples of acceptable formats include Adobe cloud shared documents and Microsoft Office in the GLWA SharePoint environment.

g. GLWA may initiate, utilize, and maintain a project management information system (PMIS) during the Contract Time. Upon written notification, Consultant shall begin using Owner’s PMIS in accordance with the terms of the notice. Thereafter, regardless of whether Consultant maintains its own PMIS, it shall conduct all obligations of the Contract Documents within GLWA’s PMIS and ensure any existing Project documents and information are replicated and loaded/transferred to GLWA’s PMIS.

h. The Consultant shall have performed a thorough, coordinated review of all Deliverables at every stage milestone. The QA/QC shall be performed by a licensed engineer in the associated discipline who did not perform the design. The Consultant shall submit formal documentation along with the milestone submittals which documents the QA/QC that was performed, and the issues that were addressed prior to submission to GLWA. It is expected that by 60% milestones the Drawings and Specifications are coordinated, as this step cannot wait until the end.

i. The Consultant shall perform a thorough constructability and biddability review prior to submitting the 60% and 90% draft design Deliverables. The constructability and biddability review shall be performed by a highly qualified team of construction professionals and subject matter experts. Consultant shall submit formal documentation along with the milestone submittals which document the constructability and biddability review that was performed, and the issues that were addressed prior to submission to GLWA. This shall be an effort that is separate from the QA/QC review.

j. All computer-aided-design (CAD) work shall be performed using AutoCAD® 2020 (or later) or REVIT 2020 (or later) by Autodesk, Inc. as required within the Project. Work in other drafting systems with export to AutoCAD will NOT be accepted. All CAD work shall be exported such that all print files, external references, shape files, font files, blocks, and other necessary electronic files to fully utilize the CAD files shall be provided to GLWA.

k. Where applicable, all horizontal data (x-, y- coordinates) shall be delivered using the NAD 1983 HARN State Plane Michigan, South FIPS 2113 (International Feet) coordinate system.

l. Where applicable, all vertical data shall be collected in City of Detroit Vertical Datum and a reference from City of Detroit Vertical Datum to North American Vertical Datum of 1988 (NAVD88) converted to international feet shall be provided on all Drawings with elevations.

m. Calculations shall be submitted in hard copy and electronic formats. All files necessary to run any model or other calculations shall be provided in their electronic, native file format. All input and output files shall be provided. Provide documents explaining the model, settings, and other important information regarding the model such that GLWA can continue use of the model moving forward. The model or other software used shall be provided in a runtime version where available. Public domain software used shall be provided electronically. Commercial software used with no runtime versions available shall be identified along with cost, version and vendor contact information. All software input and output data shall be summarized and provided in hardcopy, PDF and native file formats.

All native documents used to produce design calculations shall be provided to GLWA. This may include, but is not limited to:

1. Spreadsheets, structural software export files and PDFs of calculations, modeling software export files & PDFs of calculations, design software export files & PDFs of calculations, and PDFs of all hand-written calculations, etc.

2. No proprietary software may be used that isn’t publicly available for purchase by GLWA.

3. All calculations shall be provided to GLWA in a consolidated “Calculations” book which is provided in PDF format and contains all design calculations for the Project. The book shall be indexed and organized logically. Calculations shall include all assumptions used and values used for various variables/constants/etc. must be identified and reason provided for their use.

4. Provide the following design calculations (if in the design):

i. Structure loading (wind, snow, thermal, hydrostatic, dynamic, live, and dead)

iv. Building room ventilation, heating and cooling requirements https://www.glwater.org/glwa-resources/cip-pmp-program-management-plan-7-1-2024/

Solicitation Cover/Instruction to Vendors (FSA_PRO_TPL_0003) Rev. #0-11.1.2023 Page 3 of 14

vii. Sizing of all equipment

x. Raceway/Conduit fill

xi. Conductor size/Voltage Drop

5. Calculation reports shall be submitted with the following outline:

i. Objective/Purpose

ii. Summary of Results and Conclusions

iii. Introduction/Background

iv. Input Data

v. Assumptions

vi. Method of Analysis

vii. Use of Computer Software

viii. Results

ix. Conclusions

x. Recommendations

xi. References

xii. Attachments & Appendices

n. All disciplines shall be properly coordinated for all Deliverables and all phases of this Project. This means that improvements shown on one discipline’s plans and Specifications are properly reflected on other disciplines as required (e.g. mechanical improvements which have electrical and controls components) and there are no discrepancies or conflicts. The Consultant shall be fully responsible for providing this coordination of disciplines and Deliverables at each milestone Deliverable. Failure to properly coordinate will result in GLWA rejecting the Deliverable and sending it back to the Consultant without further review until proper coordination has been made.

o. Consultant shall coordinate with AHJ for any permit requirements. Consultant shall submit design documents to the AHJ for their review and approval so that permit can be pulled by Contractor during construction phase of this project with no delay. Consultant shall follow up with AHJ for their review and approval including in-person visits to the office of AHJ for each site under this contract if no timely response is received from AHJ. Consultant shall work with GLWA to get approval from AHJ for any easement process if needed under this project.

C. Project Schedule & Milestones GLWA’s targeted milestones and desired durations for the various phases of this Project are shown in the table below. Some milestone dates are dictated by regulatory and permit requirements whereas some are simply desired by GLWA. The Consultant is fully responsible for preparing its Project approach, work plan, Schedule, and costing based on experience of executing this type of Project and shall account for the potential for short periods to deliver Project Deliverables.

Task Milestone Duration (Days)

Due Date (Days After

Award) A Project Management 1390 1390 B Study Phase 90 90 C 30% Design 120 210 D 60% Design 120 330 E 90% Design 120 450 F Permitting 500 500 G Final Bid Documents 50 500 H Bidding and Negotiation Services 250 750 I Construction Management and Resident Project Representation 640 1390 J Asset Management Services 1390 1390 K Document Turnover 60 1390 L Systems O&M and Training 90 1390

Consultant shall provide a Project Schedule that is structured for delivering the regulatory mandated requirements for the study. The Consultant shall identify on the CPM Schedule all times for GLWA review/comment, Consultant’s own time, meetings, and workshops, etc. As part of the detailed CPM Schedule, the Consultant shall identify the critical path and key Project requirements that must be completed by specific dates in order to meet the Contract deadlines. As part of monthly CPM Schedule updates, the Consultant shall include executive level summaries highlighting major Project activities, milestones, and key Deliverables for the whole Project.

III. Scope of Services The scope of Services has been developed with the goal of constructing environmentally sound, sustainable, and cost-effective site improvements at GLWA’s Baby Creek, Belle Isle and St. Aubin CSO Facilities, as well as the St. Aubin Outfall Site. The required Services include those identified under Tasks A through L below.

A. Project Objectives

1. The Project objective is to provide site improvements at three GLWA CSO facilities and one outfall as described below. Some improvements will enhance site security, access, drainage or structural integrity, while others will facilitate maintenance and prolong the life of stored equipment. Services include study, design, permitting assistance, bidding and negotiation services and construction phase services. The site improvements described herein must address all of the following criteria in the best manner possible when considered individually and in concert with each other. Consultant shall provide and perform as many field investigations as needed to understand concerns at each facility and provide reliable and cost effective design solutions accordingly.

2. The Project consists of the design elements listed below. For elements that are documented in the “CSO Facilities Assessment Report” prepared under GLWA Contract CS-299 (the “CS-299 Report”), the element identifier from the report is provided in italicized parentheses; for example, “(BC-SITE-2).” All other elements are items identified by GLWA outside the development of the CS-299 report.

3. Design Services for each scope element below shall include all required site/civil modifications/restoration, as well as all required modifications (structural, electrical, etc.) to existing equipment/systems and/or facilities.

4. Specific issues at the Baby Creek CSO Facility that shall be addressed in the design include:

a. The stop logs are currently stored outdoors, and exposure to ultraviolet light has led to degradation of their rubber seals. A new enclosed

Solicitation Cover/Instruction to Vendors (FSA_PRO_TPL_0003) Rev. #0-11.1.2023 Page 4 of 14 storage facility with racks for approximately 34 stop logs is desired to provide protection from the elements. (BC-SITE-2). The storage rack system shall be designed to facilitate the safe and efficient removal and reinstallation of stop logs by GLWA team members using crawler or truck-mounted cranes, consistent with current operational practices. Consultant shall perform field inspection and verify dimensions of stop-logs, site constraints, and coordinate with GLWA regarding proposed location of storage rack for ease of operation.

b. The rubber seals on all existing stop logs shall be replaced to improve stop log performance.

5. Specific issues with the Belle Isle CSO Facility that shall be addressed in the design include:

a. The site has inadequate space for sodium hypochlorite tanker trucks to maneuver during deliveries. The trucks currently park on an unpaved access drive outside the facility fence line and then a hose is run through a gate to the fill station in order to offload the chemical.

Extending the concrete pavement from the entrance service drive to the truck fill location is required to facilitate chemical deliveries.

(BLI-SITE-1).

b. The site grading shall be addressed to improve drainage. A low point on the north side of the service drive causes ponding water on the drive near the entrance gate. This can be a nuisance, especially in winter due to icing concerns. The CS-299 Report recommended that a catch basin be installed at this location and connected to the existing storm sewer near this low point. (BLI-SITE-1). Consultant shall field verify this issue after a major rain event to address it properly.

c. The driveway located on the west side of the retention basin is too narrow for GLWA vehicles to easily navigate. The driveway shall be widened to facilitate ease of use.

d. Inside the fenced area, the concrete around various manhole covers and facility fence posts is deteriorating, and plastic joint caps are popping off in several areas. These defects shall be corrected as part of the scope of work.

e. The exterior lighting around the facility and pump station is inadequate and shall be addressed under this project to improve safety and accessibility.

6. Specific issues at the St. Aubin CSO Facility that shall be addressed in the design include:

a. O&M and site maintenance equipment are currently stored inside the Control Building and also outdoors within the facility fence. The Control Building does not have sufficient space for equipment storage, and the equipment that is stored outdoors is subject to ultraviolet radiation and the elements. A new storage building is needed to store and protect this equipment properly. Consultant shall provide cost-effective design solutions to address this on-site storage need. The building design shall consider options for leaving the existing Control Building windows unblocked, if feasible. The new storage building shall be provided with storage racks/shelves, and mechanical and electrical equipment as needed for ease of access and use. The existing fence in the area shall be modified to facilitate access to the proposed building without any obstructions to existing equipment. Any modifications to the existing facility and systems needed to accommodate this storage facility shall be included in this project.

b. Storage rack(s) for existing stop logs are required at this facility. The racks shall protect these stop logs from ultraviolet radiation and permit ease of removal and reinstallation from the proposed rack considering access for the equipment used to handle them. Consultant shall provide cost effective options for the size and location of a proposed storage rack for existing stop-logs at this facility. Any modification (structural, electrical, mechanical, etc.) needed to accommodate this storage rack shall be included in this project.

7. Specific issues at the St. Aubin Outfall site that shall be addressed in the design include:

a. Poor drainage in the gravel access drive between Atwater St. and the fenced area has damaged the road surface, making access difficult.

The Consultant shall investigate site grading options to reduce/eliminate impacts on the road surface and improve accessibility.

Consultant shall field verify this issue after a major rain event to address it properly. In addition, the existing gravel drive shall be replaced with cost-effective green infrastructure (STA-SITE-1) complying with code and regulatory requirements.

b. Accessing the outfall backwater gates and stop logs within the fence line can be difficult because the area is on an all grass surface. The new pavement that is ultimately selected for the facility access drive (paragraph 5.a above) shall be extended into this fenced area so that operations and maintenance equipment can access the outfall structures and hatches. (STA-SITE-1)

c. The cyclone fencing around the site is in disrepair and must be replaced in its entirety to maintain security. The fence on the west, east and south sides of the site shall be replaced with ornamental fencing due to the facility’s high-visibility location in a park. A concrete maintenance strip shall be provided 12” from each side of the fence line to prevent lawn mower strikes to the newly installed fence. In addition, the existing 12’-wide automatic cantilever sliding gate has experienced numerous breakdowns and shall be replaced. (STA-SITE- 1). Gate access shall be replaced and controlled by a card reader system inside and outside the gate. The design and selection of this system shall be coordinated with GLWA Security.

d. Additional security improvements are required at the outfall site. A perimeter security system, including hardware and software components, and a security camera shall be installed and integrated with the GLWA Security server. The Consultant shall coordinate the design and review of these elements with GLWA Security and with GLWA’s third-party security vendor, D/A Central (Arvin Perrie – arvin.perrie@dacentral.com and Chantel Altman – chantel.altman@dacentral.com). The options for the perimeter security system may include but not be limited to ground-based radar, camera analytics, or fiber optic sensors. GLWA Security will select the most suitable option for this site.

e. The outfall site does not have adequate exterior lighting. Although the outfall building has an exterior light, it is operated by a motion detector which does not activate until the building is reached. Lighting shall be added along the new access drive from Atwater Street to the facility fence and elsewhere within the outfall site area as required to improve site safety and accessibility.

8. Design Considerations:

The Consultant shall prepare Design Documents and provide bidding, construction administration, and other professional services. The following requirements apply to all sites unless otherwise noted:

a. Design shall be based on a complete analysis of the needs of each facility and shall not assume that simply removing and replacing old units with similar new units is the appropriate solution.

b. Design shall promote standardization of processes and equipment across all CSO facilities.

c. All existing GLWA record documents affected by this Project shall be updated by the Consultant to the latest GLWA CAD standards.

Consultant shall provide updated record drawings in CAD and PDF format.

d. The Consultant shall successfully coordinate with other projects going on in proximity to this Project, which may impact design and/or construction activities. Furthermore, construction staging, and work restrictions shall be strictly defined in the Project Specifications such that required shutdowns for this Project do not conflict with other project schedules.

e. Once Project is complete, the Consultant shall provide GLWA CAD files conforming to the latest GLWA CAD/BIM standards such that the documents turned over can be leveraged in a living drawing concept and modified on a go-forward basis.

B. Task A – Project Management

Perform necessary Project management required to successfully deliver all Services within the Contract Times. The Consultant shall be familiar with the GLWA PMP and shall ensure that all phases of the Services incorporate requirements of the PMP procedures and forms. It is anticipated that GLWA will implement a new PMIS system at some point during the execution of this contract. Consultant shall comply with mailto:Arvin.perrie@dacentral.com mailto:chantel.altman@dacentral.com

Solicitation Cover/Instruction to Vendors (FSA_PRO_TPL_0003) Rev. #0-11.1.2023 Page 5 of 14

GLWA PMIS requirements once implemented for the duration of this contract, including, but not limited to, bringing the shared documentation up to date within the system and then maintain current records for the remainder of the project

1. Subtask A.1: Kick-off meeting Within 2 weeks of Notice to Proceed, the Consultant shall conduct an in-person kickoff meeting with GLWA to discuss Project objectives, the Consultant’s work plan along with HASP, schedule, and approach, the Consultant’s QA/QC procedures, roles and responsibilities of the Consultant’s and GLWA staff, points of contact, communications, invoicing procedures, and other relevant matters. The Consultant is responsible for preparing the agenda, conducting the meeting, and providing the meeting minutes within 3– 5 days after the meeting. Meeting presentation shall be provided to GLWA PM in native format. Deliverable: kickoff meeting agenda, handouts, and summary.

2. Subtask A.2: Project Work Plan

a. Within 2 weeks after the kick-off meeting, the Consultant shall complete the Project work plan. The Project work plan shall include at minimum the following:

1. Project Team Organization

2. Summary of Services

3. WBS

4. Communication Plan

5. Health and Safety Plan

6. Document Control Plan: This document shall describe the Consultant’s plan for organizing, filing, naming, storing, and distributing all Project documents to GLWA and the construction Contractor.

7. QA/QC Plan: This document shall describe the measures and controls the Consultant will use to ensure accuracy and completeness of Deliverables, including biddability and constructability reviews. The QA/QC plan shall identify each person, by discipline, who will be responsible for QA/QC on the Project.

8. Critical Path Method (CPM) Schedule: The CPM Schedule shall show how all tasks required under this Project will be completed within the Contract Times. Include planned dates for submittal of key Deliverables, workshops, GLWA approvals, and permit approvals. The Schedule shall show subtasks to be executed by the Consultant and shall identify the critical path for completing all major components of the Services including the site investigations, studies and alternatives development, modeling, basis of design, conceptual design, 30/60/90% design, and final (100%) design, permitting, bidding, construction administration, preparation of O&M manuals, training of GLWA personnel, document turnover, and closeout. Design Schedules and draft construction Schedules shall be prepared in Oracle P6 scheduling software. Schedule shall be developed with enough specificity that allow the Project status to be verified on a monthly basis, with all activity durations to be less than 60 calendar days. All Schedule submittals for the duration of the Project shall be delivered to GLWA in both the native Schedule format (XER files) and PDF Schedule printouts in layouts as requested by GLWA.

9. Meeting and Workshop Plan: The Consultant shall pre-plan all meetings and workshops with GLWA staff a minimum of one month in advance. The Consultant shall prepare agendas and conduct meetings and workshops as required to successfully complete this Project. Provide minutes of all meetings and workshops, including a summary of action items.

b. Deliverables

1. Draft project work plan

2. Final project services plan

3. Subtask A.3: Monthly Invoicing

a. Monthly Invoice packages shall be submitted in accordance with Exhibit D and include at minimum the following. The Consultant may only invoice for Services completed during each billing period and not in advance for future Services.

1. Consultant’s cashflow projection: The Consultant’s cashflow projection shall include all Contract Services. The cashflow projection shall forecast the Consultant’s monthly spend for the entire remaining duration of the Contract. The cashflow projection shall include a summary of the Consultant’s projection by GLWA’s fiscal year (beginning July 1 and ending June 30).

2. Schedule of Values: The Consultant shall develop a schedule of values for the entire Contract with sub-tasks under each major task that allows for simple evaluation of completion of items throughout the delivery of the Project. Subsequently, all Invoices should reference this schedule of values.

3. Monthly Progress Report: The Consultant shall prepare monthly progress reports that summarize progress on the Project. The progress reports shall accompany and be coordinated with the Consultant’s monthly Invoices and be organized by contract task Services completed in the invoicing period.

4. Monthly CPM Schedule Update: Maintain and provide updated CPM Schedule provided in the Project Work Plan with each Invoice.

Include a Schedule narrative with each Schedule submitted that includes a description of the critical path, significant logic and activity duration changes, and a description of steps to recover the Schedule when required.

5. Professional Services Contract Change Log: To be filled out each month by the Consultant and will be used to manage and report the status of all changes, whether they have been approved, denied, pending, or closed.

b. Deliverable: Monthly Invoice package.

4. Subtask A.4: Conduct Progress Meetings.

a. Conduct bi-weekly progress meetings with GLWA to demonstrate the progress of design development. All design discipline members shall attend to answer any questions GLWA may have. The Consultant is responsible for the preparation of meeting agendas and meeting minutes of all meetings. Meeting agendas shall be distributed a minimum of 3 days prior to each meeting and meeting minutes distributed a maximum of 3 days after each meeting. Owner Project Manager reserves the right to request more frequent progress meetings as necessary.

b. Deliverable: Progress meeting agendas, summaries, and all handouts.

5. Subtask A.5: Maintain Key Decisions Log.

a. Any key or important decisions made by GLWA with significant impact on the overall Project shall be adequately documented along with supplemental information (emails, etc.) highlighting significant decisions made and the reasons for them.

b. Deliverable: Monthly Key Decision Log and updates.

C. Task B – Study Phase

1. Subtask B.1: Review Existing Records, Drawings, Data, Easements and Reports

a. Consult with GLWA and/or AHJ, review existing records and reports, clarify and define Project requirements, review available data, and discuss construction sequencing and scheduling. Create Info Needs Log of any outstanding information needed for the Project.

b. Deliverable: Info Needs Log and updates

2. Subtask B.2: Study Phase Field Investigations

a. Conduct field surveys and measurements as required to verify and confirm as-built information and obtain any other data required to complete the study and design phases of the Project.

b. Deliverable: Study Phase Field Investigation Technical Memorandum (TM)

3. Subtask B.3: Conceptual Design

LaTanya Bradford PM, should the design plans for Belle Isle be included in this section.?

Dana Thurman @Kashmira Patel

Kashmira Patel @Dana Thurman This project is for Engineer to produce and provide design plans.

Solicitation Cover/Instruction to Vendors (FSA_PRO_TPL_0003) Rev. #0-11.1.2023 Page 6 of 14

a. Develop conceptual designs of the proposed (a) pavement at the St. Aubin Outfall access drive and secured area; (b) security improvements at the St. Aubin Outfall site; (c) St. Aubin new equipment storage facility and stop log storage racks; and (d) Baby Creek stop log storage facility, with all major components (storage racks, lighting, pavement, etc.) incorporated to a conceptual level for three

(3) alternatives for each of these fourscope elements. The conceptual design involves developing the civil/site drawings and architectural renderings and floor plans as applicable that lay out the proposed facilities. The Consultant shall evaluate cost-effective green infrastructure alternatives for the St. Aubin Outfall pavement. Consultant shall conduct preliminary sizing of materials and equipment to be housed in the new storage facilities to establish their space and layout needs. Concurrently, the Consultant shall establish the functional requirements of the facilities by gathering operational, maintenance and engineering needs from GLWA personnel through interviews. The Consultant shall include DWSD in discussions related to the green infrastructure options at the St.

Aubin Outfall site. The Consultant shall document the interviews with date, time, and person interviewed with information gathered.

The facility layouts must also be based on the latest applicable code requirements. Consultant’s conceptual design shall be a methodical process for establishing the architectural renderings, building envelope materials of construction, building functional needs (e.g., interior space requirements, rooms and building layout; climate control, as well as the exterior site requirements). For the three scope elements listed above, Class 5 cost estimates shall be prepared by the Consultant for each of the three (3) alternatives to support a life cycle cost analysis with weighted criteria for each alternative. There will be many decisions that will need to be made during the conceptual design in order to develop the architectural renderings, floor plans, building layout, footprint, and site requirements to be carried forward in the preliminary design. Consultant shall identify temporary and permanent access requirements and easement/property requirements as early as possible during the design process and include them in the design report. Consultant shall coordinate with AHJ regarding existing easement, utility and any other information needed to produce design documents. Simple 3D models shall be developed for the St. Aubin and Baby Creek storage facilities. The Consultant shall present the alternative designs to GLWA, DWSD and other required AHJs in the conceptual design workshop discussed below. Consultant’s conceptual design process shall be organized, planned and executed to facilitate the decision-making process for GLWA and the Consultant.

b. A summary of environmental impacts for each alternative shall be prepared by the Consultant; identifying measures to avoid, minimize, or mitigate for potential environmental impacts through the alternatives selection process.

c. Provide a conceptual design report summarizing conceptual design efforts including methodology, results and conclusions. Hard copies shall be provided upon request.

d. Administer and provide in-person conceptual design workshop with an overview of each alternative, providing pros/cons, costs, environmental considerations, and other key factors to be considered to select a single alternative for each scope element in order to move forward to Preliminary Design.

e. Deliverables:

1. Draft Conceptual Design Report

2. Final Conceptual Design Report

3. Conceptual Design Workshop materials, including agendas, presentations, and summaries with action items.

D. Task C – 30% Design

1. Subtask C.1: 30% Drawings

a. Develop 30% design Drawings which include a design package which develops all elements identified during the study phase. The design drawing shall include all engineering disciplines (level of completion per discipline noted), including but not limited to:

1. General (Title Page, Table of Contents, Location,) - 75% level of completion

2. Site civil -30% level of completion

4. HVAC – 50% level of completion

5. Electrical – 50% level of completion

6. Architectural – 50% level of completion

7. Structural

i. Foundations – 40% level of completion

ii. Elevations and Sections - 25% level of completion

8. Geotechnical – 50% level of completion

9. Civil – transportation/traffic – 30% level of completion

10. Instrumentation & Controls – 50% level of completion

b. The Consultant shall request the current version of GLWA CAD standards. CAD standards in place at the time of 30% Drawings Deliverable will be the final standard to be implemented for this Project. Changes to the CAD standards after the 30% Drawings that GLWA requests the Consultant to incorporate will be compensated for as agreed upon between the Consultant and GLWA.

c. The Consultant shall include all design for structural and geotechnical improvements necessary to construct the facilities. This also includes necessary engineering for temporary elements in construction which allow for the construction of the facilities. This includes soil borings, concrete coring of existing structures to determine structural capacity, and any other structural requirements to allow for a complete and structurally sound facility.

d. The Consultant shall include all design for traffic controls and traffic maintenance.

f. The Consultant shall include all architectural services necessary for building/storage rack design.

g. Include all coordination efforts with other ongoing GLWA capital improvement program (CIP) projects that may affect the execution of this Project.

h. Coordinate the design of the Project to meet the requirements of Project stakeholders and authorities having jurisdiction

i. Visit the site, meet with AHJ, GLWA staff, and conduct field verifications as needed to prepare complete and accurate 30% Design

Documents.

j. Deliverables:

1. 30% design Drawings. Drawings shall be delivered in native Autodesk AutoCAD/Revit formats, as well as finalized consolidated PDFs. Hard copies shall be provided to GLWA for all 30% Deliverables upon request.

2. Documentation of CAD standards evaluation to ensure that GLWA CAD Standards are adhered to within the Design Documents.

2. Subtask C.2: 30% Specifications

a. Develop Specification Table of Contents to include listing of Division 00, Division 01, and technical Specifications.

b. The Consultant shall provide its own technical Specifications for this Project organized in accordance with CSI MasterFormat® 2020.

c. Deliverable: Specification Table of Contents.

3. Subtask C.3: 30% Construction Schedule

a. Prepare a 30% projected construction Schedule in Primavera P6 showing the major elements of the Services and highlighting the critical path and construction sequencing for the Project. This Schedule shall be used as the basis for specifying the construction contract substantial completion, any interim substantial completion milestones, and final completion dates/times. Schedule is expected to show the time required to complete the construction contract and not be developed to fit a predetermined construction duration.

b. Schedule shall include all Services (by both internal and external stakeholders) required to complete the installation of the construction work.

c. Deliverable: 30% projected construction Schedule.

LaTanya Bradford This says “3 scope elements”, should it be 4 in accordance with the 4 items in a-d?

Dana Thurman @Kashmira Patel

@Dana Thurman Yes, it should be “four scope elements.”

Solicitation Cover/Instruction to Vendors (FSA_PRO_TPL_0003) Rev. #0-11.1.2023 Page 7 of 14

4. Subtask C.4: 30% OPCC

a. Prepare 30% Consultant’s OPCC broken down by Construction Specifications Institute (CSI) Division 2020 MasterFormat®, with additional detail as GLWA may require. Advise GLWA as soon as possible if these cost opinions exceed GLWA’s CIP-published amount for this Project.

b. OPCC should follow the processes defined by the Association for the Advancement of Cost Engineering International (AACE) Recommended Practice No. 18R 97: Cost Estimate Classification System – As Applied in Consulting, Procurement and Construction for the Process Industries, and Skills & Knowledge of Cost Consulting, 7th Edition, also published by AACE.

c. Include recommendations for any allowances to be included in the construction agreement.

d. Provide escalation to the projected mid-point of Construction based on the current projected start for construction. State the assumptions for escalation in the OPCC.

e. Deliverable: 30% OPCC (AACE Class 4).

5. Subtask C.5: Environmental Compliance and Permits Plan

a. Prepare a schedule of permits for GLWA’s use during design, and the execution of the construction contract. Schedule shall, as a minimum, identify permitting agencies, permit types, estimated permit fees, timelines, renewal requirements (if applicable), and responsible parties. This shall include all permits to be obtained by the Consultant during design, and all permits to be obtained by the Contractor prior to construction. The permit schedule shall be maintained/updated throughout the life of the Project. This schedule shall be modified as necessary to meet the above requirements.

b. Deliverable: Environmental Compliance and Permits Plan.

6. Subtask C.6: Utility Coordination

a. Coordinate the design of the Project to meet the requirements of other private and public utilities. Collaborate with all Project stakeholders, road commissions, road departments, DTE (gas / electric), and affected Member Partners.

b. Develop Utility Coordination Log which includes the following information at minimum:

1. Name of utility

2. Type of utility (electric, gas, communications, etc.)

3. Utility contact person

4. Date of last communication

5. Coordination status

c. The Utility Coordination Log is meant to be a living document that is updated as the Project progresses. The Consultant shall be responsible for maintaining the updated Utility Log.

d. Deliverable: Utility Coordination Log

7. Subtask C.7 Stakeholder Engagement

a. The Consultant shall develop a stakeholder engagement plan which includes the following information at minimum:

1. Identification of all key stakeholders and contacts within those organizations.

2. Proposed stakeholder meetings and timing for those meetings

3. Proposed type of stakeholder meetings (small groups, one-on-one, etc.)

4. Identification of meeting materials necessary to conduct meetings and gain buy-in.

b. The stakeholder engagement plan is meant to be a living document that is updated as the Project progresses.

c. The Consultant shall develop all necessary meeting materials and participate in key stakeholder meetings identified in the approved stakeholder engagement plan.

d. Deliverables:

1. Draft stakeholder engagement plan.

2. Final stakeholder engagement plan.

3. All necessary stakeholder engagement meeting materials.

8. Subtask C.8 Risk Register

a. Consultant shall develop an initial risk register that identifies potential risks, probability of occurrence, order of magnitude schedule and cost impacts associated with each risk and mitigation strategies.

b. The risk register is meant to be a living document that shall be updated by Consultant as the Project progresses through design and construction.

c. Consultant shall hold an initial risk register review meeting with GLWA prior to completion of 30% design.

d. Deliverable: Initial risk register and summary of top risks included in Risk Management Chapter of the BOD.

9. Subtask C.9: Basis of Design

a. Consultant shall prepare a BOD report for the alternative(s) selected during the study phase. The BOD shall incorporate the following elements:

1. Define functional and regulatory requirements that the design must meet.

2. Provide a complete system selection, and equipment selection, as required, for the successful design/construction delivery of the

Project.

3. Details of significant equipment are required.

4. Preliminary sequence of construction/operations.

5. Provide instrumentation and monitoring requirements, if required by design.

6. Details of all permits required to complete the Project.

7. Develop 3D models, and other models required to demonstrate that proposed solutions will meet Project goals.

8. Define all design criteria for the design and construction of the selected alternative.

9. Summary of top risks as determined by initial risk register development.

10. Business case evaluation for the selected alternative.

b. Consultant shall submit the draft BOD report for GLWA review and comment, allowing at least four weeks for GLWA to provide comments. Consultant shall present the BOD to GLWA at a workshop and receive GLWA comments. Consultant shall revise the BOD to address GLWA comments and resubmit for GLWA approval of the Final BOD report.

c. Documents shall be provided in native file formats (MS Word, MS Excel, PowerPoint, CAD, etc.) and in final PDF format.

d. Deliverables:

1. Draft BOD report.

2. Final BOD report including a log of all resolved comments.

10. Subtask C.10: 30% Plan in Hand Walkthrough

a. Consultant shall organize and lead/attend one onsite review meeting following the completion of the draft 30% Deliverables. GLWA will work with the Consultant to determine the invite list which will include various stakeholders within and outside of GLWA.

b. Deliverable: 30% Plan in Hand meeting materials and meeting summary.

11. Subtask C.11: 30% Design Review Workshop(s)

Solicitation Cover/Instruction to Vendors…