RFQ_260120_Design-Build_Scope_of_Work.pdf

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This is an example scope of work for the Offerors consideration in preparation of it’s submitted scope for Phase 1 services and anticipated outline of work for Phase 2 services. For clarity, the Offeror is not required to use the included scope of work but should consider the information as background or input.

CONTENTS

PHASE 1 SERVICES

Task 1—Project Management

Task 2—Process Design Review and Technical Workshops

Task 3—Permitting and Approvals

Task 4—Survey and Field Investigations

Task 5—Engineering Design Development

Task 6—Preconstruction Services

Task 7 - Phase 2 Price Proposal Development

PHASE 2 SERVICES

Task 1—Project Management

Task 2—Design Completion

Task 3—Construction

Task 4—Testing, Commissioning, and Startup

Task 5 – Post-Permit Issuance Activities

Task 6—Warranty and Closeout

Draft Scope of PDB Services

PHASE 1 SERVICES

Tucson Water (Owner) has selected the progressive design-build (PDB) delivery method for this Project. The Design-Builder will engage in the Project at the preliminary design stage. The goal is to create a collaborative Project Team with the Owner, HDR Engineering Inc. (OA), and Design-Builder (DB) to work seamlessly to successfully design and construct the proposed Project. Additionally, Owner will select an Operations Manager at Risk (OMAR) to be onboarded after completion of the BODR.

The DB is expected to work seamlessly with the OMAR to integrate and collaborate on the operations and maintenance aspects of the work. The DB will be expected to include the OM during piloting, construction, and develop a seamless training and integration plan that brings OM staff on board during startup and commissioning.

The purpose of this coordinated approach is to identify and mitigate risks, increase efficiency in the Project schedule and sequencing, enhance constructability and cost estimating, optimize operability, encourage creative solutions, streamline Project execution, maintain adequate operations during construction, and achieve a high level of quality and cost control throughout the process.

Phase 1 services include:

Task 1—Project Management Design-Builder will:

1. Participate in a half-day Phase 1 Project kickoff meeting. Participants shall include: Tucson Water and OA Key Personnel plus Design-Builders Key Personnel and Discipline Leadership.

2. Participate in a half day chartering workshop plus one (1) hour monthly partnering workshop with Owner, OA, and Design-Builder Key Personnel and executive leadership of all Parties.

3. Within 30 days of the Phase 1 Notice to Proceed (NTP), provide a Draft Project Management Plan that describes the PDB approach to Phase 1 services. The format and level of detail for all documents, tools, and processes shall be acceptable to the Owner. The plan will specifically address:

• Team organization necessary to deliver Phase 1 services

• Communication protocols, document management and control, decision process, and dispute resolution matrix

• Proposed Cost Model format and organization (agreed-upon Cost Model format and organization will be used as the basis for the Baseline Cost Model, interim updates, updates at each defined design milestone, and the Phase 2 Price Proposal)

• Phase 1 schedule

• Proposed Project schedule format and structure

• Proposed format and process for risk management (e.g., format of risk register, process, etc.)

• Proposed format and structure for design, cost, and schedule trend management process for Owner to provide input during Phase 1

• Building information modeling (BIM)/technology standards and processes for collaborating

• Minority business participation plan/approach

• Table of contents for all plans defined in subsequent tasks

- Procurement Plan

- Permitting and Approvals Plan

- Quality Management Plan

- Field Investigation Plan

- Environmental Management Plan (Phase 2)

- Site Logistics Plan (Phase 2)

- Construction Emergency Response Plan and Site Safety Plan

(Phase 2)

4. Produce a performance test and checkout procedure which confirms adherence to Contract and Permit Requirements and specifically supports the initial operations and verification plan required by ADEQ. The initial performance test procedure will be submitted within 120 days of Notice to Proceed and will be preceded within 60 days of Notice to Proceed by an initial goal setting and alignment meeting with Owner, OA, OMAR (if present) and Design-Builder. This procedure will be reviewed at least monthly, thereafter, as updates are determined necessary by input from stakeholders including but not limited to Owner, OA, OMAR (if present), and ADEQ. The duration and format for the performance test will be collaboratively developed between the Design-Builder and City and can/will be augmented by the results of the initial design workshops and pilot testing.

5. Based on Owner and/or OA review and feedback, submit Final Project Management Plan within two weeks of receiving Owner comments.

6. Participate in weekly project team meetings

7. Participate in monthly progress meetings to review Project status.

8. Submit monthly invoices; with progress report detailing Phase 1 planned progress versus actual progress.

Task 1 Deliverables:

• Draft and Final Project Management Plan

• Progress Meeting Minutes

• Monthly Invoices/Progress Reports

• Chartering Project Goals/Commitments plus summarized actions/report from monthly partnering workshop.

Task 1 Assumptions:

• 12-month Phase 1 duration

Task 2—Process Design Review and Technical Workshops The Design-Builder will perform an analysis of the technical process elements and expand on those provided in its proposal to allow the Owner to make decisions necessary to refine the scope of the Project prior to Engineering Design Development.

The Design-Builder shall schedule, prepare for, and conduct up to four (4), 4-hour technical workshops and meetings with the Owner throughout Phase 1. These technical meetings and workshops are in addition to the progress meetings required under Task

1. The scheduling and discussion topics for these workshops shall be jointly agreed upon between the Owner and the Design-Builder and shall be intended to facilitate and support Owner decision-making with respect to the Project configuration and design, permitting, and construction planning progression; however, the following topics are anticipated:

• Selection of AWPF Treatment Train

• Pilot Study Details, including decision to utilize the full scale AWPF for the pilot

• Key coordination points for OMAR participation and input

• Review and discuss efforts related to the Enhanced Source Control Program and

Initial Source Water Characterization

• Strategic Communications with Owner Public Information Officer and Katz

Task 2 Deliverables:

Deliverables for technical process analysis should be aligned with the Owner review and decision-making requirements.

• Technical workshop agendas and meeting minutes (including presentation materials)

• Summary Technical Memorandum inclusive of a summary of decisions made by Ownerduring the workshops

Task 2 Assumptions:

• Workshops to be scheduled such that decisions are incorporated prior to

30% design

• Owner will have two weeks to make comments on meeting minutes and

Summary Technical Memorandum

Task 3—Permitting and Approvals Task 3.1—Permitting and Approvals Plan. The Design-Builder shall identify, consult with, and analyze requirements of governmental authorities having jurisdiction to approve the portions of the Project described by Design-Builder, including, but not limited to environmental clearance/permitting, NEPA, ADEQ, Tucson Planning and Development Services, Town of Marana, Pima County, and building permits. Owner will have responsibility for initial survey and investigation requirements in order only necessary to acquire property. The remaining environmental needs will be the Design- Builder's responsibility. The Design-Builder shall develop a draft Project Permitting and Approvals Plan consistent with local, state, and federal permitting requirements and including any other permits/approvals identified by the Design-Builder. The plan shall identify/address all permits and approvals including those being obtained by the Owner.

The plan shall include a detailed schedule for obtaining permits and approvals during Phase 1 and Phase 2 and for providing timely input and deliverables by the Design- Builder for the permits being obtained by the Owner, and for the Owner for permits being obtained by the Design-Builder. Design-Builder will provide a planned number of review cycles for each permit entity. For each identified permit/approval, the plan shall include the following information:

• The name of the permit/approval

• Name and contact information for the authority having jurisdiction (AHJ) responsible for issuing the permit/approval

• Responsibilities (individuals) for developing the permit application and supporting technical information

• A summary of application and supporting technical requirements for each permit/approval

• A description of linkages to other permits/approvals and to decisions by the Owner and/or Design-Builder

• Expected AHJ review and approval durations

• Permit/approval tracking procedures and responsibilities

• Protocols for incorporating permit/approval conditions into design and construction

The Design-Builder shall provide the draft plan to the Owner for review and shall submit it within 30 days of the NTP. Within 10 days following the receipt of Owner comments, the Design-Builder shall revise the plan to address Owner comments.

Specific to the AWP Permit Application, the Design-Builder is expected to lead permitting efforts, coordinate with ADEQ, and collaborate with Owner, the OA, and the OMAR to coordinate and review those respective portions of the permit application contents. It is expected that the Design-Builder provide a recommended approach based on their experience and knowledge of the AWP permitting process as necessary.

The permitting application contents are anticipated as follows, but subject to change:

• Administrative Requirements

• Draft Public Communications Plan

• Pilot Plan and Report o Inclusive of TOC Characterization Plan

• Initial Source Water Characterization Plan and Report

• Design Plans and Specifications

• Design Report

• Full Scale Verification Plan

• Proposed pathogen and chemical action levels for ongoing monitoring

• Tier 2 Analysis

• Tier 3 Chemical List

• Draft Operations Plan

• List of Construction Material Used

• Initial Enhanced Source Control Plan

• Technical, Managerial, and Financial Documentation

• Obtain APP for discharge of pilot effluent and/or discharge during full-scale verifications

• Vulnerability Assessment

• Corrosion Control Evaluation

The Design-Builder shall update the plan as Project development activities progress if such progression results in identifying additional permits or changes to the permitting requirements and durations. In addition, an updated Permitting and Approvals Plan shall be provided to the Owner along with the following documents:

• 30% Design Package

• 60% Design Package

• Phase 2 Price Proposal(s)

Task 3 Deliverables:

• Final Permitting and Approvals Plan Task 3 Assumptions:

• Owner, OA, OM, and Design-Builder will be responsible for delivering portions of the AWP application contents. Reviews of permit application contents not created by the Design-Builder will be required.

Task 3.2—Pilot Study

Design-Builder shall develop and execute a pilot study as required by the final AWP rules. If determined, under Task 2, that TW would like to use the full scale AWPF as the pilot, then specific timing and execution details of this task may change. The Design- Builder Shall:

• Develop a pilot study plan inclusive of pilot study objectives, proposed pilot treatment train, design criteria for each treatment component, design report and drawings, monitoring plan

• Construct pilot treatment train

• Conduct pilot operations, sampling, and data analysis for a minimum duration of 12 months. Design-Builder shall coordinate with appropriate outside laboratories for analyte analysis.

o Due to the certification requirements under the AWP Rule, Owner may ask the Design-Builder to utilize operations staff from the selected OM to operate the pilot.

• Include review of previously completed corrosion control studies, including development

• Develop a pilot study report that summarizes effectiveness, reliability and consistency of treatment components in achieving pathogen and chemical removal. Report shall include a summary of the water reclamation facility’s operational parameters and ranges that produced pilot influent water quality.

Task 4—Survey and Field Investigations The Design-Builder may rely on the Owner-provided existing site data provided in Attachment I of the RFQ (note: Owner focus is for land acquisition and site access only). The Design-Builder may not rely on any prior engineering interpretations, opinions, or recommendations that may be contained within the existing site information provided. The Design-Builder will identify, plan, and perform additional survey and field investigations, including any geotechnical or subsurface investigations, needed to support design development, validate existing site conditions, support permit applications, develop maintenance of plant operation plans, identify subsurface conditions, and/or assess the condition of existing facilities. The Design-Builder will develop and submit a proposed Field Investigation Plan, which shall be reviewed and approved by the Owner prior to execution.

Task 4 Deliverables:

• Proposed Field Investigation Plan

Task 4 Assumptions:

• City will be responsible for land acquisition and site access

• Design-Builder will be responsible for field surveys, geotechnical investigations, potholing (as needed), testing for hazardous soils, and as-built investigation

Task 5—Engineering Design Development

Task 5.1—Preliminary Design Report (PDR) Package. The Design-Builder shall:

1. Concurrent to Task 2, Review the Project requirements and consult with the Owner as appropriate to further clarify requirements for the Project including Owner’s budget, review of Owner’s Project criteria, and available Owner-furnished information.

2. Concurrent to Task 2, Evaluate the Project reference documents, including, but not limited to, the Owner’s Project criteria and, after consultation with Owner, recommend to Owner any modifications to such documents which in Design- Builder's judgment would benefit the Project.

3. Prepare and submit a Draft PDR Deliverable Package, which shall include:

• Updated Owner’s Project Criteria

• Preliminary Design Report

- Reports, memoranda, schematic layouts, sketches, design criteria, and appropriate exhibits indicating the applicable requirements, considerations involved, and recommended alternate solutions

- Topographic survey of the entire Project site

- Preliminary geotechnical information

- 500-Year Floodplain Information

• Baseline Design-Build Cost Model with initial:

- Contract Price estimate (ASCE Class III-V, depending on DB)

- Risk register with initial DB / Project risks and estimated contingency at

Class I estimate

• Baseline Design-Build Schedule

4. For the PDR Deliverable Package, the Design-Builder shall: submit the draft for review; schedule and facilitate a review meeting with Owner to present the package and an overview of the initial Cost Model and Project schedule; and respond to Owner review comments.

5. The Design-Builder shall maintain and update the PDR as necessary through 60% design. The Design-Builder shall submit a final PDR Package with the 60% Design Package as described in Task 5.3.

Task 5.2—30% Design Package. After completion of the PDR, the Design-Builder shall proceed with further development and refinement of the design, including development and submittal of a 30% Design Package to the Owner including:

• 30% Drawings

• 30% Specifications TOC

• 30% Design-Build Cost Model including updated Contract Price ASCE Class I –

III level

• 30% Design-Build Schedule

• 30% Constructability Review Report

• 30% Procurement and Buyout Plan

• Updated Risk Register for Phases 1 and 2 including contingency amount at

ASCE Class I

• Value Engineering Ideas

Design-Builder shall hold a half day, 30% Design Review Workshop with Owner, the OA, and the OMAR. The Design-Builder may receive comments from Owner, the OA, and/or the OMAR at this stage and are expected to incorporate comments or provide reasoning to why comments were not incorporated.

Task 5.3—60% Design Package. After completion of the 30% Design Package, the Design-Builder shall proceed with further development and refinement of the design, including development and submittal of a 60% Design Package to the Owner for review and comment. The 60% Design Package shall include all documents, drawings, and specifications required under this task or identified as being submitted along with the 60% design under other tasks. At a minimum, the 60% Design Package shall include:

• Proposed Revisions to Owner’s Project Criteria

• Final Adjudicated and Accepted Responses to Owner’s 30% Review Comments

• Final PDR Deliverable Package

• 60% Drawings

• 60% Specifications

• Draft Full Scale Verification Plan

• Design Calculations detailing Failure Response Times

• Draft Phase 2 Construction Emergency Response Plan and Site Safety Plan

• Draft Phase 2 Quality Management Plan

• Draft Preliminary Commissioning and Startup Plan

• Draft Preliminary Acceptance Test Plan (Draft Acceptance Test Plan shall identify any proposed changes to the Project performance standards included in Attachment E of the RFQ template)

• Draft Maintenance of Plant Operations Plan (in coordination with OMAR)

• Draft Preliminary Operator and Maintenance Staff Training Plan (in coordination with OMAR)

• Permit Logs (in coordination with Owner, OA, OMAR)

• 60% Design-Build Cost Model (including cash flow schedule) ASCE Class I

• Design-Builder Proposed Contingency Justification (based on updated construction risk register)

• 60% Design-Build Schedule

• 60% Constructability Review Report

• 60% Procurement and Buyout Plan

• Value Engineering Ideas

Design-Builder shall hold a half day, 60% Design Review Workshop with Owner, the OA, and the OMAR. The Design-Builder may receive comments from Owner, the OA, and/or the OMAR at this stage and are expected to incorporate comments or provide reasoning to why comments were not incorporated.

Task 5.4—Baseline Document Design Package(s). For each Phase 2 Contract Price Amendment, the Design-Builder shall assemble the applicable design drawings, specifications, and other information necessary to document the basis of the Phase 2 Contract Price Amendment. The Baseline Document Design Package(s) will incorporate the adjudicated Owner review comments from all prior Design Package submissions.

Task 5 Deliverables:

• Draft PDR Package

• Owner Draft PDR Package Comments and Adjudicated Design-Builder

Responses

• 30% Design Package

• 60% Design Package

• Baseline Document Design Package(s)

Task 6—Preconstruction Services

Task 6.1—Cost Estimating. Throughout Phase 1, the Design-Builder will develop and maintain the Project Cost Model using industry standard cost-estimating software. As part of this task, the Design-Builder will complete the following:

1. Develop and submit a Baseline Project Cost Model based on the PDR design documents. The Baseline Project Cost Model shall identify all Project tasks and include a preliminary work breakdown structure (WBS) needed to complete the Project and estimate the costs, duration, and sequence of tasks to the Project Team. The Cost Model shall be based on a detailed labor and material type cost estimate, consistent with Association for the Advancement of Cost Engineering (AACE) practices. The Design-Builder should include the following with the Baseline Project Cost Model package:

• Baseline Project Cost Model

• Baseline Schedule

• Draft Site Logistics Plan

• Draft Construction Emergency Response Plan and Site Safety Plan

• Draft Quality Management Plan that ensures conformance to the Contract

Documents

• Draft Environmental Management Plan detailing programs for a stormwater pollution prevention plan and handling other environmental issues (dust, on-site chemicals and fuel, etc.) if required to comply with permits and regulations applicable to the Project

2. Subsequent to submission of the Baseline Cost Model, hold one full day review workshop per cost estimate review (e.g., at PDR, 30% and 60% milestones) with Owner to review Design-Builder’s observations and recommendations. Attendees include, at a minimum: project manager, design manager, preconstruction manager, lead estimator, and construction manager, along with any other necessary personnel.

3. In conjunction with the Owner’s initial risk register, develop and maintain a Project risk register during Phase 1, including contingency assessment. It’s expected that the risk register is a regular topic of weekly and monthly meetings.

Specifically, lead monthly meetings with Owner to update risks, mitigation activities, and potential cost and schedule impacts. Risk register shall be used to inform and develop appropriate and Project-specific contingency values throughout Phase 1 development. Uninformed establishment of contingency is not acceptable.

4. It’s expected the DB is providing regular updates on cost during weekly and monthly meetings as alternatives, value engineering, constructability, and operations topics are implemented. Specifically, Develop and submit an updated Cost Model at PDR, 30%, and 60% design milestones for Owner’s formal evaluation and review:

• PDR—Based on DB’s standard procedures/format for this level estimate

• 30% Design-Build Cost Model—based on 30% design, including identification of construction phasing concepts that would result in schedule savings. Identify any material or equipment prepurchase and their cost(s). Identify risks and benefits associated with construction phasing concepts.

• 60% Design-Build Cost Model

5. Develop and maintain a Design Trend Log and Cost Trend Log. These logs may be separate or combined with other decision logs based on the needs of the Project Team. These logs will track all potential cost-saving proposals, value engineering concepts, risk mitigation concepts, Owner-approved changes ultimately approved by the Owner, and all major changes from the Baseline Cost Model that arise as part of the design evolution process. For each item, Design- Builder shall identify options for resolving the change and, in a timely fashion, estimate the cost and schedule impact associated with adopting the change to support evaluation of the change. The log will allow for consistent tracking of deviation from the Project baseline cost and schedule. Items will be reviewed during regular weekly and monthly meetings with the Owner. Promptly advise the Owner through the Cost Trend Log when the Cost Model is trending above the Owner's available funding limit or when there are opportunities created.

6. Subsequent to each formal cost estimate, work with the Owner to review and reconcile comments and identify and update Project risk allocations and usage.

Task 6.2—Design-Build Schedule. The Design-Builder will:

1. Develop and submit a baseline Design-Build schedule. Incorporate permit application submittals, issuance, and compliance into baseline schedule. The baseline design-build schedule shall be a critical path method (CPM) schedule and will identify all critical path activities, including long-lead equipment procurement items, if any, and provide recommendations to the Owner to optimize the schedule and prevent or minimize Project delivery impacts, including consideration of multiple work packages, early equipment procurement, and other cost and schedule mitigation approaches, if required by the Project schedule. The Design-Builder shall demonstrate and justify the basis for all work packages or phased construction price proposals.

2. Submit updated CPM schedule at the following design milestones for formal evaluation and review by Owner:

• 30%

• 60%

• Phase 2 Contract Price Amendment(s)

Task 6.3—Constructability Reviews. The Design-Builder shall provide constructability reviews of the design as it progresses and at the PDR, 30% and 60% design submittal milestones. The intent is to ensure the Design-Builder is starting construction reviews as early as feasible to mitigate design rework and potential for designs which present construction challenges. As part of design review meetings, the Design-Builder shall highlight potential constructability issues, cost- and schedule-saving alternatives, Design-Builder’s recommendations, and conduct follow-up activities as needed to resolve issues.

The Design-Builder will provide formal value engineering and constructability reviews at the PDR, 30%, and 60% design milestone. The intent is to ensure the Design-Builder is starting value engineering assessments as early as feasible to mitigate design rework or late review of alternatives. The Design-Builder will also compile comments in a tabular format acceptable to the Owner with supporting documentation (descriptions, sketches, drawings, Bluebeam markup, PowerPoint presentation, etc.) as necessary to convey intent.

Task 6.4—Procurement Plan. The Design-Builder will:

1. Complete a subcontractor and self-performance review and alignment workshop with Owner (1 meeting, 2 hours) prior to submittal of the PDR to the Owner.

2. Submit a Draft Procurement and Buyout Plan within 30 days of issuance of the 30% design deliverable, addressing the following:

• Describe approach for packaging the work and identify work that the Design-Builder intends to self-perform. Identify and recommend which work, if any, should be procured through value-based competitive selections instead of low-bid selection.

• Describe approach to engage and encourage participation from minority certified or local firms

• Describe the criteria (qualifications and price) that will be used to analyze competitive bids for each element of the work

• All procurement procedures shall be in compliance with Owner procurement rules as defined in the contract.

3. Update with each design deliverable.

4. Develop bid packages that align with the proposed sequence of work for efficient execution and to encourage market interest.

5. This includes evaluation and consideration of multiple Phase 2 Contract Price

Amendments and early procurement and/or work packages, if required by the Project schedule.

6. Actively "premarket" the Project with local trade subcontractors, equipment vendors, and material suppliers to increase awareness and interest in submitting competitive bids and quotes. Execute prequalification activities where appropriate.

7. Owner shall provide input and feedback on each iteration of Draft Procurement and Buyout Plans.

Task 6 Deliverables:

• Baseline Project Cost Model Package

• Design and Cost Trend Logs

• Draft Procurement and Buyout Plans

Task 7 - Phase 2 Price Proposal Development

1. Prepare a detailed Phase 2 Price Proposal, meeting the requirements of the PDB

Contract, with an open-book line-item cost breakdown on subcontracted and self-performed work, contingency (with its basis), and any clarifications, assumptions, or qualifiers based on the 60% design milestone(s).

2. Lead collaborative review of Phase 2 Price Proposal. Assume two, eight-hour workshops with the Owner to review details of Proposal, including, but not limited to, results of procurement activities, differences from previous Cost Models, work approaches that serve as the basis for production rates and activity durations, basis for proposed contingency, etc. Assume participation by the Design- Builder’s major subcontractors (if part of the Project Team), as appropriate.

Task 7 Deliverables:

• Phase 2 Price Proposal(s)

Mach, Tyler Item for Hawkins

PHASE 2 SERVICES

Phase 2 services are anticipated to include the following:

Task 1—Project Management

1. Provide all Key Personnel identified in the RFQ and other personnel necessary to fully meet the Design-Builder’s obligations for construction services.

2. In conformance with the PDB Contract, obtain the necessary bonds and insurance.

3. Within 30 days after the Phase 2 NTP, update and implement required plans.

4. Convene and facilitate one, two-hour Phase 2 kickoff meeting(s).

5. Obtain construction permits and coordinate with various local and state agencies as necessary.

6. Implement procedures for the tracking, review, and approval of submittals, shop drawings, pay requests, change orders, and requests for information.

7. Manage shop drawing preparation for permanent equipment and materials to be incorporated into the Project.

8. Continue development of the CPM Project schedule, adding levels of detail to properly manage the work and to record actual construction progress. Monitor and update the construction schedule weekly; prepare 90-day look-ahead work schedules consistent with overall schedule.

9. Review and process all pay applications from subcontractors.

10. Conduct monthly progress meetings to be attended by Owner, on-site subcontract trade forepersons, and/or superintendents.

11. Develop and implement approach to managing and tracking contingency and allowance usage on the Project. This includes regular updates on levels of contingency and allowances remaining as well as the process and approvals required for using contingency or allowances.

12. Prepare and submit timely monthly progress reports and invoices with current cost and schedule information.

Task 2—Design Completion The Design-Builder shall advance the design to 100% completion considering all comments and revisions required by permitting agencies and as suitable for construction. The number of packages will depend on the phasing plan accepted by the Owner. The 100% Design Package(s) shall include:

• Final plans and specifications consistent with a typical 100% design milestone, stamped and signed by the Engineer of Record, registered in the state of Arizona

Task 3—Construction The Design-Builder will:

1. Perform construction and construction management in strict accordance with the PDB Contract and design documents.

2. Set and maintain the site safety standards, policies, and procedures starting in construction and carrying through commissioning and startup.

3. Provide engineering oversight to affirm construction in accordance with design documents.

4. Maintain the Project site including stormwater runoff, dust control, removal of refuse, temporary utilities, etc.

5. Establish and implement procedures to track, expedite, and process all submittals, change orders, and requests for information.

6. Develop, review, and process shop drawings and other documents.

7. Procure material and equipment to support construction activities of the Design- Builder and its trade subcontractors.

8. Coordinate and manage all construction for all required facilities, appurtenances, site improvements, and other associated work in accordance with the contract documents within the GMP and the specified contract time.

9. Coordinate regular inspections of all construction work performed by the Design- Builder and its subcontractors to ensure conformance with the contract documents and Quality Management Plan.

10. Maintain current copies of Project record drawings at the Project site, including all subcontracted work.

11. Prepare and coordinate maintenance of plant operations plans with the OMAR and Owner during construction.

Task 4—Testing, Commissioning, and Startup The Design-Builder will:

1. Conduct startup and commissioning period of no less than one year as required for proper checkout of the facility and confirmation of performance for commitments to the City and compliance with ADEQ AWP permitting.

a. The OM shall be incorporated in the startup and commissioning process commencing with detailed training and involvement of the OM in construction checkout and ending with successful transition to the OM at the conclusion of performance testing.

b. The Design-Builder is expected to utilize OM operations staff during the commissioning and startup period (a period no less than 1-year) in addition to it’s own resources at a level and balance that works for the Design-Builder and its execution strategy and risk tolerance.

2. Complete Performance Testing of the Facility following construction completion to confirm adherence to Contract Requirements and Permit Requirements.

3. Expedite and coordinate delivery, storage, security, and installation of Owner-procured material and equipment, as applicable.

4. Develop, coordinate, and manage a commissioning, startup, and testing plan, as necessary, for the Owner to accept the Project as completed and ready to use.

5. Lead commissioning and process startup.

6. Develop operation and maintenance manuals for improvements.

7. Train Owner and OMAR staff and develop SOPs/maintenance requirements.

8. In collaboration with the Owner, provide the appropriate information to update and maintain the Owner’s asset management system, if required.

9. Complete all Phase 2 work, including testing, commissioning, and acceptance testing as defined by the PDB Contract.

Task 5 – Post-Permit Issuance Activities To comply with the AWP rule, the Design-Builder shall assist with providing technical components of the post-permit issuance compliance schedule (to be set by ADEQ), including but not limited to, the following:

• Final design documents including

a. As-builts

b. Documented changes from pre-construction application

• Operations Plan (in collaboration with the OMAR)

• Full-Scale Verification Report

• Engineer’s certificate of completion of the final inspection

Task 6—Warranty and Closeout The Design-Builder will:

1. Supervise and manage the warranties provided to the Owner for the equipment and construction work.

2. Gather warranty work items from the subcontractors and vendors and provide these to the Owner upon final completion of the Project.

3. Close out construction permits issued to the Design-Builder.

4. Conduct a walk-through with the Owner to make sure that the Owner and Design-Builder agree that Phase 2 work is substantially complete before the warranty period defined in the PDB Contract goes into effect.

5. Implement close-out procedures necessary for the Owner to accept the Project as being finally complete; provide lien waivers from the Design-Builder and its subcontractors and material suppliers.

6. Complete any warranty work during the specified warranty period.