RFQ Soil Mgmt Services 2027-2032.pdf

REQUEST FOR QUALIFICATIONS

(RFQ)

AS-NEEDED SOIL MANAGEMENT AND

COMPLIANCE SUPPORT SERVICES

2027 - 2032

November 3, 2026

Submittal Deadline: 4:00 P.M. December 11, 2026 (via PlanetBids)

Central San Contact: Amanda Cauble, P.E.

ACauble@centralsan.org

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CENTRAL CONTRA COSTA SANITARY DISTRICT

REQUEST FOR QUALIFICATIONS FOR

COMPLIANCE SUPPORT SERVICES

TABLE OF CONTENTS

PAGE

INTRODUCTION

Summary

Tentative Schedule

BACKGROUND

Overview of Central San Facilities

Project Description

SCOPE OF SERVICES

BASIS FOR COMPENSATION

RFQ QUESTIONS

REQUEST FOR QUALIFICATIONS

Qualifications Submittal Requirements

Preferred Qualifications

Qualifications Format and Content

EVALUATION AND SELECTION CRITERIA

Initial Screening

Evaluation Process

Evaluation Criteria

Interview Requirements (If necessary)

Selection Criteria

ATTACHMENT 1

Proof of Insurance Coverage and Acknowledgment of Sample Agreement Terms and Conditions

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APPENDICIES

A. SAMPLE PROFESSIONAL ENGINEERING SERVICES AGREEMENT AND

INSURANCE REQUIREMENTS

B. OPERATION AND MAINTENANCE AGREEMENT WITH THE DEPARTMENT

OF TOXIC SUBSTANCES CONTROL (DTSC), MAY 31, 2004

C. DEED RESTRICTION ON CENTRAL CONTRA COSTA SANITARY DISTRICT

SITE RECORDED ON MAY 20, 2004

D. CONSOLIDATION WORKPLAN, VOLUNTARY CLEAN-UP AGREEMENT NO.

HSA 95/96-006, JANUARY 10, 1996

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INTRODUCTION

Summary

The Central Contra Costa Sanitary District (Central San) is requesting interested consultants to submit statements of qualifications (SOQ) to perform as-needed soil management and compliance services. The SOQs will be used to qualify consultants and prepare up to five-year as-needed agreements.

This Request for Qualifications (RFQ) will outline the submittal requirements and evaluation and selection process. Central San may select up to the top four (4) scoring consultants in each task area to interview, based on the sum of the qualifications and rating criteria score in this RFQ. Final selection of the top-ranked consultant(s) will be based on the sum of the qualifications, rating criteria, and interview scores (if needed).

This RFQ does not commit Central San to pay any costs incurred in the preparation and presentation of submittals or to select any interested consultants who respond.

Tentative Schedule

Central San has established the following target dates for the evaluation process steps.

The following dates are tentative, non-binding, and are subject to change without prior notice.

• Request for Qualifications…………...………… . November 3 - December 11, 2026 o RFQ Advertisement ................................................................... November 3, 2026 o Deadline for Proposers to Submit Questions ........................... November 20, 2026 o Deadline for Central San to Respond to Questions ................... December 2, 2026 o Qualifications Submittal Deadline ............................................ December 11, 2026 o Anticipated Notification of Interview Short-List (Optional) ............ January 22, 2027

• Anticipated Interview (Optional) ................................................ February 8-11, 2027

• Anticipated Selection Notification ......................................... February 22-26, 2027

• Anticipated Agreement Award ................................................................... May 2027

• As-Needed Services .............................................................................. 2027 – 2032

Government Code Section 1090 (Section 1090) Compliance Plan

Consultants and sub-consultants selected to work on the Professional Engineering As- Needed Services may be allowed to perform follow up technical work for the implementation of future work identified from the services provided in compliance with Section 1090. Consultant will not be precluded from continuing with potential subsequent engineering services for future implementation phases if the following conditions are met:

1. This publicly advertised RFQ includes scope of the potential future projects for consultant selection and are included from its inception;

2. Consultant role and scope on the project during the planning, preliminary design, business case analyses (BCE), and assessments will be limited to

N:\PlantOps\Reg Workgroup\Regulatory Support\As-Needed Soil Mgmt Services\FINAL RFP\Soil Mgmt Services RFQ 2026.docx technical evaluations in nature only and will not and cannot include any recommendations independent from Central San staff;

3. Consultant will not be acting in a capacity similar to that of a Central San employee or staff;

4. Consultant will not perform work that independently defined the scope of the subsequent contract;

5. Consultant will not influence the decision making of Central San regarding the subsequent work; and

6. Board committee meetings and Board presentations will be prepared, presented, and recommendations created by Central San staff, not by the Consultant.

Consultation with Legal

Central San strongly advises any proposing consultant to consult with their legal counsel to determine whether or not a conflict of interest exists. It is the responsibility of the proposing consultant to make that determination. Central San will not advise consultants on conflict-of-interest matters.

In addition to the conflict-of-interest principles summarized above, actions which may give rise to an actual or apparent unfair competitive advantage include a Proposer's unequal access to nonpublic information gained through its performance (or the performance by any entity on Proposer's team) of an existing Central San contract where such information may provide Proposer with a competitive advantage in the current RFQ process. Proposers are strongly encouraged to investigate and manage any potential unfair competitive advantage situations in advance of forming teams and when considering whether or not to participate in the RFQ process. A determination regarding whether an unfair competitive advantage situation exists depends upon the specific facts and circumstances of each situation. Proposers are strongly advised to consult with their legal counsel to determine whether or not an unfair competitive advantage may exist.

BACKGROUND

Overview of Central San Facilities

Central San collects and treats an average of 36 million gallons of wastewater per day for about 490,000 residents and 3,000 businesses in eight cities and several unincorporated communities in central Contra Costa County. Central San operates and maintains over 1,500 miles of gravity sewer pipeline, 18 pump stations, and 21 miles of force main that transport wastewater to Central San’s award-winning wastewater treatment plant located in Martinez, CA. Treated effluent from the treatment plant is discharged into Suisun Bay or treated further for recycled water use. Central San is permitted to discharge up to 53.8 million gallons per day (mgd) of average dry weather flow (ADWF) effluent.

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Between 1965 and 1966, Central San received approximately 5,000 cubic yards of sludge waste from a settling pond located at the Shell Oil Company Refinery in Martinez.

Shell described the waste as a non-homogeneous mixture of organic sludge, lead sulfate, dirt, sulfuric acid, water, tars, and wood debris. This sludge waste was deposited and incorporated into areas of the wastewater treatment facility as fill material or for soil stabilization.

Sampling conducted from 1989 to 1996 as part of a Preliminary Endangerment Assessment detected metals and organic compounds that were primarily concentrated in Basin A South and the Surcharge Fill Area. Contaminants identified in the soil include lead, cadmium, chromium; total petroleum hydrocarbons quantified as diesel (TPHd);

benzene, toluene, ethylbenzene, and xylenes (BTEX); polycyclic aromatic hydrocarbons (PAHs); and oil and grease.

The sludge waste was later consolidated within Central San’s Surcharge Fill Area and Basin A South and, in 2003, a clean soil cover was constructed over these areas. An Operation and Maintenance Agreement with the Department of Toxic Substances Control (DTSC) was executed on May 31, 2004 (refer to Appendix B), and a Deed Restriction was recorded on May 20, 2004 (refer to Appendix C), addressing the capped areas, also known as the waste management unit. The Consolidations Workplan, dated January 10, 1996 (refer to Appendix D) details how Central San must handle excavation and contaminated soil within the wastewater treatment plant property.

Project Description

Due to increased capital project activities on site, frequent coordination with DTSC is necessary to obtain regulatory approval for the proper handling of potentially contaminated soil and to ensure compliance with DTSC standards. Therefore, Central San is seeking a consultant to provide soil management and compliance services on an as-needed basis.

The general scope of the as-needed contract is provided in the attached scope of work.

Please note that the contract may include soil management tasks beyond those described in this document. Final selection will be based on the qualifications submitted.

SCOPE OF SERVICES

The scope of the as-needed services contract may include, but is not limited to, the following tasks:

Task 1 – Clean Soil Data Review The Consultant may be directed to review laboratory analytical results for proposed imported fill material to confirm that the soil meets applicable clean fill criteria. This includes comparing data against DTSC screening levels, Regional Water Quality Control Board environmental screening levels (ESLs), or other relevant regulatory thresholds.

The Consultant may also be asked to provide written evaluations or memoranda that

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Task 2 – Air Monitoring When required by regulatory agencies during excavation or soil disturbance activities, the Consultant may be requested to develop and implement air monitoring plans. This includes setting up air sampling equipment, collecting real-time data (e.g., for particulates, VOCs), ensuring compliance with site-specific action levels, and preparing daily or summary reports. The Consultant may also advise on mitigation measures if elevated levels are detected.

Task 3 – Design and Construction Support The Consultant may be tasked with preparing and reviewing technical specifications for capital improvement projects that involve ground disturbance or soil handling, ensuring alignment with the DTSC-approved Consolidation Work Plan and Removal Action Work Plan. The Consultant may also provide recommended language or specifications to ensure proper handling, testing, and disposal of potentially contaminated soil, as well as conformance with DTSC requirements. The Consultant may review construction submittals, develop sampling plans, collect and analyze soil samples, interpret results, and prepare technical memoranda.

Task 4 – Regulatory Coordination with DTSC The Consultant may be asked to assist with communications and regulatory coordination between Central San and DTSC. This could include preparing technical submittals, participating in regulatory meetings, responding to agency comments, and facilitating approvals for excavation, soil relocation, or other on-site activities subject to regulatory oversight.

Task 5 – Soil Treatability Pilot Study Implementation Support The Consultant may be tasked with implementing the Soil Treatability Pilot Study Work Plan, including coordinating with subcontractors, vendors, Central San staff, and regulatory agencies. The Consultant may prepare plans to construct field pilot systems for in situ phytoremediation, ex situ bioremediation, and metals stabilization of impacted soil. Work may also include construction and monitoring support, and coordination with DTSC. The consultant may also be asked to prepare a pilot study implementation report that includes findings, costs, and recommendations for potential full-scale remediation.

Task 6 – DTSC Long-Term Monitoring Support The Consultant may be directed to conduct routine inspections of Central San’s Capped Property in accordance with DTSC’s long-term monitoring requirements. Upon inspection, the Consultant shall provide Operations and Maintenance Record Reports to Central San.

Task 7 – As-Needed Support This task encompasses other soil management and environmental compliance support services that may arise during the contract term but are not explicitly described in Tasks

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1–6. Each assignment under this task will be issued through a task order and must be approved in writing by Central San prior to initiation.

Examples of potential services under this task include, but are not limited to:

• Contracting and coordination with a C-57 licensed driller to conduct soil samples (subcontractor must list Central San as additional insured)

• Evaluation of contamination remediation alternatives

• Development of site-specific soil management plans

• Training of Central San staff on procedures for handling contaminated soil

• Assistance with reporting or documentation for DTSC or other regulatory agencies

• Peer review of other soil-related technical memoranda and work plans

BASIS FOR COMPENSATION

Compensation will be on a time and materials basis with a not-to-exceed ceiling for the entire agreement. The services performed under this agreement will be on an as-needed basis. It is expected that specific task orders will be identified over the course of the agreement term, that a scope of services write-up will be prepared and submitted to Central San’s Project Manager, and that the associated schedule and level of effort will be negotiated for each task order. The value of the agreements to be issued under this RFQ is expected to be in the range of $30,000 to $200,000 per year for up to five years, with rates based on the accepted fee schedule and the maximum annual rate increases.

Due to the as-needed nature of these blanket agreements, Central San does not guarantee the amount of work to be performed over the term of the agreement.

RFQ QUESTIONS

All questions concerning this RFQ shall be submitted online to the Questions and Answers section on PlanetBids:

The deadline for submitting questions and clarifications is 5:00 P.M. on Friday, November 20, 2026. Central San’s anticipated deadline for responding to questions is Wednesday, December 2, 2026. This RFQ and any subsequent addenda to the RFQ will be accessible through a link on Central San’s website, www.centralsan.org and Planet Bids.

REQUEST FOR QUALIFICATIONS

Qualifications Submittal Requirements

Statement of Qualifications shall be submitted electronically in PDF format on Planet Bids clearly labeled “Soil Management As-Needed Services Qualifications Submitted by [Submitter’s Name]”

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SOQs shall be uploaded to PlanetBids by no later than 4:00 P.M. on Friday, December 11, 2026. Late submissions will not be considered, including those received late due to delivery service failures, such as internet issues. SOQs submitted by mail, fax or email will not be accepted.

Preferred Qualifications

Consultants should meet the preferred experience requirements for this Project as listed in Table 1:

TABLE 1

PREFERRED QUALIFICATIONS

FIRMS/SUB-CONSULTANTS – PREFERRED QUALIFICATIONS

Firm (Prime Proposer)

• In business for five (5) years performing professional environmental consulting services in the USA

• Must have completed at least two (2) projects involving managing types of solid and liquid media, including soil and/or soil vapor, within the last five (5) years

• Preferred to have an office in Northern California, preferably in Contra Costa County.

Sub-consultants • In business for five (5) years performing similar roles and responsibilities as proposed for this scope of work

• Sub-consultants with an office in Northern California and Contra Costa County are preferred

KEY TEAM MEMBERS – PREFERRED QUALIFICATIONS

Project Manager • Ten (10) years of experience performing professional environmental consulting services in the contaminated soil management field

• It is strongly preferred that the Project Manager have two contaminated soil projects involving DTSC regulatory oversight and/or other state and federal agencies within the last five (5) years.

• A current professional engineering or geologist license in the state of California is preferred

• Located in an office in Northern California is preferred

Subject Matter Expert (SME)

• Fifteen (15) years of experience in environmental compliance support in the municipal sector.

• It is preferred that the SME has managed at least two soil management projects involving regulatory oversight by DTSC and/or other state and federal agencies within the last five (5) years.

• A current professional engineering or geologist license in the state of California is preferred

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Qualifications Format and Content

Qualifications shall be organized according to the sections listed below and shall include all requested information. Subsections may be added to identify important supplemental material. Qualifications shall be clear and concise, responsive to all RFQ requirements, and formatted as follows:

The Qualifications shall consist of the following sections, separated by tabs:

TABLE 2

QUALIFICATIONS PAGE LIMITS

QUALIFICATIONS SECTIONS PAGE LIMITS

A. COVER LETTER 1

B. EXECUTIVE SUMMARY 1

C. QUALIFICATIONS AND EXPERIENCE 8

D. FEE SCHEDULE 2

E. REFERENCES 1

F. RESUMES (MAXIMUM PER RESUME) 2

ATTACHMENT 1 - PROOF OF INSURANCE COVERAGE

AND ACKNOWLEDGEMENT OF SAMPLE AGREEMENT

TERMS AND CONDITIONS

N/A

• Page limits are based on single-sided pages. Double-sided pages count as two

(2) pages.

• Pages shall be 8 ½” x 11” and have margins no smaller than 1” on all sides.

• Use of 11” x 17” in landscape format is acceptable for tables and charts. Each 11” x 17” page shall be single-sided and counts as one (1) page.

• Font size shall be no smaller than 11 pt.

• Every page of the submittal shall be numbered, except divider pages.

A. Cover Letter: The Cover Letter section shall include:

i. Be signed by an individual authorized to fulfill the commitments contained in the proposal.

ii. Include a statement of the overall ability, qualifications, commitment, and availability to conduct the work.

iii. Include the name, address, and phone number of the Proposer.

iv. Include State of California Department of Industrial Relations (DIR) Registration Number.

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B. Executive Summary: The Executive Summary shall cover the following topics at a minimum:

i. Include a brief description of the consultant’s background and qualifications.

ii. Summarize the qualifications, availability, and proximity of the consultant to Central San’s service area

C. Qualifications and Experience: The Qualifications and Experience section shall:

i. Include a description and background summary of the Proposer’s experience as it relates to on-call or as-needed contracts, regulatory coordination with DTSC, and soil management activities, as described in the scope of services. The summary shall include the company's qualifications, commitment, strengths, and technical capabilities to fulfill all services and successfully accomplish the work.

ii. Summarize the qualifications and availability of the Project Manager, Key Team Members/Subject Matter Experts, and Subconsultants.

iii. Include descriptions of three (3) successfully completed qualifying experiences as they relate to the proposed Scope of Services described in this RFQ. Descriptions should include project summaries, Proposer’s role and responsibilities on the project, cost of project, clients' names, dates when the projects were performed, and Proposer’s performance on delivering the project on schedule and on budget.

iv. Provide a consultant team organization diagram, identifying the key team members and describing their role.

D. Fee Schedule: The Fee Schedule Section shall:

i. Include job titles with an hourly rate schedule, mileage rate, administrative, travel, and markup percentage for other direct costs (ODCs) to be billed.

ii. Include proposed maximum annual rate increase for 2028, 2029, 2030, 2031, and 2032.

iii. Central San reserves the right to negotiate any fee schedule and may elect to select the next qualified consultant if an agreement cannot be accepted by both parties.

E. References: The references shall include a list of three (3) project references that best support the proposed teams’ stated qualifications. Include dates and client contact information (name, current telephone number, and email address) for each of the three reference projects. Central San will strive to contact the individuals, entities, or consultants provided in all or some of the references and will apply the same reference checking criteria to all proposers.

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F. Resumes: Include resume(s) for team members included in the proposer’s qualifications. The resume(s) shall clearly indicate the proposed team member’s role in the project.

Attachment 1 - Proof of Insurance Coverage and Acknowledgment of Sample Agreement Terms and Conditions: Attachment 1 shall:

i. Confirm that the consultant included proof of insurance coverage with the SOQ.

ii. Acknowledge that the terms and conditions of the sample agreement in Appendix A are acceptable without exceptions.

iii. Any requested exceptions shall be presented to Central San prior to selecting or awarding the top-ranking consultant(s). Exceptions to the sample agreement should be indicated in a separate page attached to the SOQ. Include page and section references as well as reasoning for the exception. Any exceptions provided to Central San after the selection process will not be accepted and will serve as grounds for rejecting the proposer or proposal.

EVALUATION AND SELECTION CRITERIA

An evaluation panel will be established by Central San to evaluate the qualifications. The panel will utilize the same evaluation criteria to identify the highest-ranked consultants.

Consultants may be contacted by Central San to provide supplemental information or be interviewed. Central San may contract with multiple consultants capable of performing the work.

Initial Screening

Central San’s selection committee will review each Proposal for initial determinations on responsiveness and qualifications to perform the scope of work described in the RFQ The initial screening includes reviewing each submittal for compliance with the preferred qualification requirements. Submittals are not scored during the initial screening process.

Initial screening is a “pass/fail” determination of whether or not the Qualifications meet the preferred requirements. Submittals found to be responsive and meet the preferred qualifications based on this initial screening shall proceed to the Evaluation Process described below.

Evaluation Process

Final scoring and selection of the top-ranked consultant(s) will be based on the sum of their responsiveness to RFQ, qualifications and experience, fee schedule, office proximity to Central San, past performance/reference check results, and interviews (if necessary).

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It is critical that the Consultant’s staffing included in the submittal remain unchanged throughout the Qualifications evaluation, interview process, and throughout the agreement. Requested changes to staffing must be submitted to Central San by email or in writing for review and approval.

Central San’s selection committee will use the rating criteria below to score the responsive Qualifications.

Evaluation Criteria

Central San’s selection committee will exercise its judgment on the percent-weighted evaluation criteria shown in Table 3 to score the responsive Qualifications.

TABLE 3

QUALIFICATIONS EVALUATION CRITERIA

EVALUATION CRITERIA

PERCENT OF WEIGHTED

EVALUATION

PROJECT TEAM MEMBER QUALIFICATIONS 35

FIRM (PRIME PROPOSER/SUB-CONSULTANTS)

QUALIFICATIONS

RELEVANT EXPERIENCE WITH SIMILAR PROJECTS 25

OFFICE PROXIMITY AND ABILITY TO PROVIDE IN-

PERSON SERVICES

PROJECT TEAM ORGANIZATION 5

TOTAL 100

Interview Requirements (If necessary)

Central San may select up to the top four (4) scoring consultants to interview based on the Qualifications scores. All interviews may be conducted during the week of February 8, 2027, at Central San’s offices at 5019 Imhoff Place, Martinez, CA 94553 or virtually on MS Teams. Central San anticipates the interviews to be a maximum of one hour in length.

The Consultant must select the attendees from the proposed team submitted in the Qualifications. Central San will contact each Consultant by January 22, 2027, to notify them of their interview time slot and to convey any additional interview guidelines or changes.

The interview panel will score each interview using the criteria below and add to the total score, if necessary.

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i. Questions and Answers: The Consultant will be evaluated based on their ability to receive and respond to questions from Central San’s interview panel.

ii. Project/Assignment Team: Individual team members will be evaluated based on their understanding of the work, understanding of their respective roles on the projects/assignments and area of expertise, interaction with each other and with the interview panel, and individual performance during the interview.

Selection Criteria

If interviews are conducted, the final scoring and selection of the top-ranked consultant(s) will be based on the combined proposal and interview scores, as set forth in Table 4. If interviews are not conducted, selection will be based solely on the proposal evaluations. The qualifications and interview scores used in the Consultant selection process will not be available to the Consultants until after the top-ranked Consultant(s) have been selected.

TABLE 4

CONSULTANT SELECTION CRITERIA

SELECTION CRITERIA PERCENT OF WEIGHTED

SELECTION CRITERIA

QUALIFICATION/PROPOSAL 50

INTERVIEW 50

TOTAL 100

General Requirements

Anti-Collusion

By submitting a proposal, each Proposer represent and warrants that its proposal is genuine and not a sham or collusive or made in the interest of or on behalf of any person not named therein; that the Proposer has not induced or solicited any other person to submit a sham proposal or any other person to refrain from submitting a proposal; and that the Proposer has not in any manner sought collusion to secure any improper advantage over any other person submitting a proposal.

Disqualification

Factors, including but not limited to, any of the following, may be considered just cause to disqualify a Proposer without further consideration:

1. Evidence of collusion, directly or indirectly, among Proposers in regard to the amount, terms, or conditions of proposals/qualifications;

2. Any attempt to improperly influence any member of the evaluation team;

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3. Existence of any lawsuit, unresolved contractual claim or dispute between Proposer and Central San;

4. Evidence of incorrect information submitted as part of the proposal;

5. Evidence of Proposer’s inability to successfully complete the responsibilities and obligation of the proposal; and

6. Proposer’s default under any previous contract(s) with Central San, which resulted in termination.

Non-Conforming Proposal

Proposals/Qualifications shall be prepared and submitted in accordance with the provisions of these RFQ instructions and requirements. Any alteration, omission, addition, variance, or limitation of, from or to a proposal may be sufficient grounds for non-acceptance of the proposal, at the sole discretion of Central San.

Gratuities

No person shall offer, give, or agree to give any Central San employee any gratuity, discount or offer of employment in connection with the award of agreement by Central San. No Central San employee shall solicit, demand, accept or agree from any other person a gratuity, discount or offer of employment in connection with a Central San agreement.

Conflict of Interest

Proposers may not have a conflict of interest as defined under Central San Municipal Code Chapter 2.20, or as defined under state law including the Political Reform Act or Government Code section 1090 et seq.

Disclosure(s)

Provide a complete disclosure of any prior or ongoing incidents as to which it is alleged that the Proposer has defaulted or failed to perform, and which has led to a Proposer contract being terminated prior to adequate project completion. Identify the parties involved and the circumstances of the default or termination. Also describe any civil or criminal litigation or investigation pending that involves the Proposer or in which the Proposer has been judged guilty or liable.

If the business or person submitting this proposal has been debarred, suspended, or otherwise lawfully precluded from participating in any public procurement activity, including being disapproved as a subcontractor with any federal, state, or local government, or if any such preclusion from participation from any public procurement activity is currently pending, the Proposer shall fully explain the circumstances relating to the preclusion or proposed preclusion in the proposal. The Proposer shall include a letter with its proposal setting forth the name and address of the governmental entity, the effective date of this suspension or debarment, the duration of the suspension or debarment, and the relevant circumstances relating to the suspension or debarment. If suspension or debarment is currently pending, a detailed description of all relevant circumstances including the details enumerated above shall be provided.

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If none of these issues are applicable to the Proposer, provide a statement that no disclosures are needed.

Reserved Rights

Central San may require Proposers to submit additional data or information that Central San deems necessary to substantiate the fee and fee schedule presented by the Proposer. Central San may also require the selected Proposer to revise one or more elements of its proposal in accordance with agreement negotiations.

Central San reserves the right to evaluate proposals/qualifications and interview performance for a period of up to 120 days before deciding which Proposer, if any, to select. It is the intent of Central San to award an agreement within 120 days of receipt of proposals/qualifications.

Artificial Intelligence (AI) Use

A. Permitted Use of Artificial Intelligence Tools. Proposer and its subconsultants may use Artificial Intelligence (“AI”) tools in performing services only to the extent such use complies with the agreement (See Appendix A – Sample Agreement and Insurance Requirements) and all applicable laws. AI tools include any software or service that generates, analyzes, predicts, or modifies content or data using machine-learning, generative, or algorithmic models.

B. No Substitution for Licensed Professional Judgment. AI tools shall not replace the professional skill, expertise, or independent judgment required of Proposer. All engineering services must be performed under the responsible charge of a California-licensed professional engineer in accordance with the Professional Engineers Act (Bus. & Prof. Code §§ 6700–6799). AI tools may not independently generate or modify engineering calculations, design criteria, technical analyses, or other work requiring professional licensure.

C. Stamping, Sealing, and Responsible Charge. Any document or deliverable that is stamped or sealed by a licensed engineer must be based on work personally reviewed, evaluated, and approved by that engineer. AI-generated or AI-assisted content shall not be used as the basis for any stamped or sealed document unless the licensed engineer has independently verified all engineering assumptions, calculations, and conclusions for technical accuracy and code compliance.

D. Confidentiality, Data Security, and Public Records Compliance. Proposer shall not input, upload, or otherwise disclose to any AI tool any Central San confidential information, personally identifiable information, security-sensitive information, or information exempt from disclosure under the California Public Records Act, unless expressly authorized in writing by Central San. Proposer shall ensure that any AI tool used does not store, reuse, or train on Central San data in a manner that could disclose such information to third parties.

E. Verification and Disclosure of AI-Assisted Work. Any Deliverable, analysis, report, model, or other work product that is materially generated or materially assisted by an AI tool must be reviewed, verified, and approved by qualified Proposer personnel prior to submission. Verification must include confirmation of

N:\PlantOps\Reg Workgroup\Regulatory Support\As-Needed Soil Mgmt Services\FINAL RFP\Soil Mgmt Services RFQ 2026.docx engineering assumptions, calculations, methodologies, and compliance with applicable codes and standards. Proposer shall identify AI-assisted content upon request by Central San. Use of AI for clerical functions (e.g., formatting, grammar) need not be disclosed.

F. Restrictions on Autonomous or Safety-Critical Decision-Making. AI tools shall not autonomously generate or recommend engineering decisions that could affect public health, safety, or welfare. AI tools shall not be used to autonomously perform or direct any activity requiring professional licensure or technical judgment.

G. Intellectual Property Compliance. Proposer shall ensure that any AI-generated or AI-assisted content does not infringe upon the intellectual property rights of any third party. Proposer shall indemnify, defend, and hold harmless Central San from any claims arising out of such infringement.

H. Central San’s Right to Review and Restrict AI Use. Upon request, Proposer shall provide a description of any AI tools used in connection with the Services, including the purpose of use, data inputs, and verification procedures. Central San may prohibit or limit the use of any AI tool it determines poses unacceptable risk.

I. No Additional Compensation. Use of AI tools shall not entitle Proposer to additional compensation, time extensions, or relief of any kind. Proposer remains responsible for meeting all requirements of this Agreement regardless of the tools used. Use of AI tools shall not entitle Proposer to additional compensation, time extensions, or relief of any kind. Proposer remains responsible for meeting all requirements of this Agreement regardless of the tools used.

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ATTACHMENT 1

REQUEST FOR QUALIFICATIONS

PROFESSIONAL ENGINEERING SERVICES

FOR

COMPLIANCE SUPPORT SERVICES 2027 – 2032

Proof of Insurance Coverage and

Acknowledgment of Sample Agreement Terms and Conditions

1. ☐ Included Proof of Insurance Coverage (with appropriate limits)

2. ☐ Acknowledgment and Acceptance of Sample Agreement Terms and Conditions

By: ________________________________ Authorized Signature

Name: ________________________________ Print

Company

Date

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APPENDIX A

SAMPLE AGREEMENT AND INSURANCE REQUIREMENTS

Engineer’s Name, Description, Number Page 1 of 29 4911-4436-5216 v1

AGREEMENT FOR PROFESSIONAL ENGINEERING SERVICES

BETWEEN

AND

AGREEMENT NO.

THIS AGREEMENT is made this day of , _____, by and between the CENTRAL CONTRA COSTA SANITARY DISTRICT, 5019 Imhoff Place, Martinez, California (“CENTRAL SAN”) and , , (“ENGINEER”).

RECITALS:

WHEREAS, CENTRAL SAN desires to contract with ENGINEER to provide professional engineering services in connection with the project (“Project”); and

WHEREAS, ENGINEER is willing and holds itself capable and qualified to contract with CENTRAL SAN to provide such professional engineering services; and

NOW, THEREFORE, in consideration of the mutual promises, covenants, agreements and the faithful performance of the terms and conditions set forth herein, the parties hereto agree as follows:

ARTICLE 1 ENGAGEMENT OF ENGINEER AND AUTHORIZATION TO PROCEED

1.1 CENTRAL SAN hereby engages ENGINEER, who hereby accepts the engagement to perform certain professional engineering services described in Exhibit A (“Assignment”) in connection with the Project.

1.2 The date of entering the Agreement and the engagement of ENGINEER will be the date set forth on page 1 which is the date the signature of the second party to this www.centralsan.org

ROGER S. BAILEY

General Manager

J. Leah Castella

Counsel for Central San

(510) 375-4571

KATIE YOUNG

Secretary of Central San

Engineer’s Name, Description, Number Page 2 of 29

Agreement is obtained. The engagement of ENGINEER shall continue until (“End Date”). If the engagement of ENGINEER is not extended by mutual written consent of CENTRAL SAN and ENGINEER, then this Agreement shall be terminated on the date set forth above, provided that ENGINEER shall not be relieved of any of the obligations or covenants contained in this Agreement until the tasks provided for within the scope of work have been completed.

1.3 It is further provided that the obligations or covenants contained in Articles 6.6, 6.9, 6.10, 6.11, 6.14, 6.16, and 6.19 shall continue in full force and effect after termination of this Agreement due to completion or pursuant to Article 6.9.

1.4 ENGINEER shall not commence any Work under this Agreement until: (a) this

Agreement has been fully executed by both parties; (b) ENGINEER has provided all certificates of insurance and required endorsements demonstrating full compliance with the insurance requirements of Article 6.3; and (c) such insurance documents have been reviewed and approved by CENTRAL SAN. Written authorization for ENGINEER to proceed shall be issued by CENTRAL SAN at its sole discretion, and no verbal statements, emails, meetings, or other communications shall constitute authorization to proceed. Under no circumstances is ENGINEER authorized to begin work unless and until ENGINEER has fully complied with the insurance requirements of Article 6.3. CENTRAL SAN may withhold payment suspend work, or deem ENGINEER in material breach of this Agreement if ENGINEER fails to maintain the required insurance.

1.5 It is expressly understood between the parties hereto that no employee/employer or agency relationship in intended, the relationship of ENGINEER to CENTRAL SAN being that of an independent contractor. ENGINEER shall determine the method, details and means of performing the work and services to be provided by it under this Agreement. ENGINEER shall be responsible to CENTRAL SAN only for the requirements and results specified in this Agreement and, except as expressly provided in this Agreement, shall not be subjected to CENTRAL SAN’s control with respect to the physical action or activities of ENGINEER in fulfilling this Agreement. ENGINEER has sole control over the manner and means of performing the services and work under this Agreement. If necessary, ENGINEER has the responsibility for employing other persons or firms to assist ENGINEER in fulfilling the terms and obligations under this Agreement, subject to the terms of this Agreement. CENTRAL SAN will not be required to make any payroll deductions or provide Workers’ Compensation Insurance coverage or health benefits to ENGINEER.

ARTICLE 2 SERVICES OF ENGINEER

2.1 The scope of technical services included in this Agreement are described in the

Scope(s) of Work (See Exhibit A). Though not necessarily described in the Scope(s) of Work, ENGINEER shall provide all services ordinarily provided by similarly situated consultants during similar assignments that are necessary to

Engineer’s Name, Description, Number Page 3 of 29 complete the Scope(s) of Work. All work and services provided by ENGINEER pursuant to this Agreement and/or a Scope(s) of Work shall be provided with the standard of care applicable to similarly situated engineers providing the type of work and services performed under this Agreement.

2.2 ENGINEER hereby warrants that ENGINEER and all of said ENGINEER’s employees and subconsultants hold, have obtained, and shall continue to maintain during the course of this Agreement, all professional licenses or other statutorily mandated certifications requisite to the performance of the work set forth in the Scope(s) of Work, as may be required by federal, state, and/or local laws, regulations, and ordinances, if any. Failure of ENGINEER, its employees and subconsultants to obtain and/or maintain in good standing such licenses or certificates shall constitute a breach of this Agreement and shall provide grounds for immediate termination of this Agreement.

ARTICLE 3 RESPONSIBILITIES OF CENTRAL SAN AND OF ENGINEER

3.1 CENTRAL SAN, without cost to ENGINEER, will provide all pertinent information reasonably available to it which is necessary for performance by ENGINEER under this Agreement, including pertinent reports and data relative to the work.

CENTRAL SAN does not guarantee or ensure the accuracy of any reports, information, and/or data so provided. To the extent that any reports, information, and/or other data so provided was supplied to CENTRAL SAN by person or persons not employees of CENTRAL SAN, any liability resulting from inaccuracies and/or omissions contained in said reports, information or data shall be limited to liability on behalf of the party who prepared the information for CENTRAL SAN or otherwise supplied that information, report or data to CENTRAL SAN.

3.2 CENTRAL SAN will designate as the person to act as CENTRAL SAN’s representative with respect to the Assignment to be performed under this Agreement. Such person will have complete authority to transmit instructions, receive information, and interpret and define CENTRAL SAN’s policies and decisions pertinent to the work. In the event CENTRAL SAN wishes to make a change in CENTRAL SAN’s representative, CENTRAL SAN will notify ENGINEER of the change in writing.

3.3 ENGINEER shall perform the Assignment in such a manner as to fully comply with all applicable professional standards of care, including professional quality, technical accuracy, timely completion, and the coordination of all designs, drawings, specifications, opinions, recommendations, reports, and other services furnished and/or work undertaken by ENGINEER pursuant to this Agreement.

3.4 CENTRAL SAN’s review of drawings, designs, specifications, reports, and incidental engineering work or materials furnished hereunder shall not in any way relieve ENGINEER of responsibility for the technical adequacy of its work. Neither CENTRAL SAN’s review, approval or acceptance of, nor payment for, any of the

Engineer’s Name, Description, Number Page 4 of 29 services will be construed to operate as a waiver of any rights under this Agreement or of any cause of action arising out of the performance of this Agreement.

3.5 During the period of this Agreement, upon request by CENTRAL SAN, ENGINEER shall provide information related to the work that is reasonably necessary to assist CENTRAL SAN in its coordination of the efforts of others performing services related to the work.

ARTICLE 4 COMPENSATION

4.1 CENTRAL SAN will pay ENGINEER for work performed under this Agreement, which work can be verified by CENTRAL SAN, on the basis of the following:

(*Pick one method of payment and delete other alternatives)

*4.1.1 FIXED LUMP SUM PAYMENT

Compensation for engineering services performed under this agreement shall be the lump sum payment amount set forth in Article 4.2. The lump sum payment amount is the full compensation for services to complete the work, unless the scope of work or time to complete the work is changed by CENTRAL SAN in writing in advance of the work to be performed thereunder. Adjustments of the lump sum payment amount will only be allowed as a result of Article 6.4. In no event shall ENGINEER be entitled to compensation over and above the original fixed lump sum payment amount where changes in the scope of work or the time for performance are necessitated by the acts of or failures to act of ENGINEER, or any subconsultant, agent, or other person performing under it.

Progress payments shall be made monthly in proportion to the amount of the task or phase that is performed in that month, as determined by ENGINEER and approved by CENTRAL SAN or its authorized representative. Five percent (5%) will be deducted by CENTRAL SAN from each monthly payment and retained by CENTRAL SAN until it accepts the completion of the work to be performed by ENGINEER under this Agreement. Within thirty (30) calendar days of receipt of written notice by ENGINEER that it has completed the work to be performed under this Agreement, CENTRAL SAN will either payout said retention or provide ENGINEER with written notice of its grounds for not accepting said work.

Said acceptance will not be unreasonably withheld.

OR

*4.1.1 DIRECT LABOR TIMES A MULTIPLIER WITH A COST CEILING

Engineer’s Name, Description, Number Page 5 of 29

Compensation for engineering services performed under this Agreement includes direct labor costs incurred during the execution of the work multiplied by an agreed upon and fixed factor (the Multiplier).

ENGINEER’s compensation also may include other non-labor direct charges borne by ENGINEER. Allowable non-labor direct charges shall be billed at cost. However, outside consultant charges and charges for subcontracts may be billed at cost plus a markup for administrative costs if such markup is specifically provided for herein. For the purposes of determining payments to ENGINEER, allowable and unallowable costs shall be defined as follows:

(a) Direct labor costs include salaries and wages paid to personnel for time chargeable to the work. Direct labor costs do not include the cost of fringe benefits, indirect costs, ENGINEER’s profit, or non-labor direct charges including outside consultant charges and subconsultant charges.

(b) Indirect costs are allocations of costs that are not directly chargeable to a specific engagement and are commonly referred to as ENGINEER’s overhead. For the purpose of this Article, indirect costs include ENGINEER’s statutory and customary benefits, such as sick leave, holidays, vacations, and medical and retirement benefits, and the cost of the time of executive and administrative personnel whose time is not directly identifiable to the work. Indirect costs also include the costs incurred by ENGINEER associated with such things as clerical support, office space, light and heat, and insurance.

(c) Allowable non-labor direct charges which may be billed at cost include such typical expenses as cost of transportation and subsistence, printing and reproduction, computer time and programming costs, identifiable supplies, and charges by reviewing authorities.

Reimbursement by CENTRAL SAN of lodging, meals, and incidentals incurred by the ENGINEER in the scope of the contract shall not exceed the daily lodging rates (excluding taxes and fees) and meals and incidentals rates established by the Federal General Services Administration (GSA) for Central Contra Costa County (i.e., Walnut Creek, Pleasant Hill, Martinez, etc.), as published on their website at www.gsa.gov/perdiem.

(d) Other allowable non-labor direct charges may include outside consultant charges and subconsultant charges which have been authorized by CENTRAL SAN under Article 6.2 of this Agreement.

Such ENGINEER charges and subconsultant charges may include a

Engineer’s Name, Description, Number Page 6 of 29 percent ( %) markup for the administrative costs associated with the engagement of the outside consultant and/or subconsultant.

For this Agreement the Multiplier to be used shall be times direct labor. The use of the Multiplier shall provide for ENGINEER’s professional fee and profit. For determination of the direct labor costs and other non-labor direct costs to be used under this Agreement, see ENGINEER’s Fee Schedule, attached as Exhibit B.

A firm cost ceiling has been established as set forth in Article 4.2 for the work and such ceiling shall constitute the maximum payment for the subject scope of work and shall not be exceeded without prior written authorization of CENTRAL SAN. In the event the scope of work is expanded or reduced by CENTRAL SAN, the cost ceiling shall be subject to renegotiation, upward and downward to reflect the changes in service and their costs. The adjustment to cost and time shall be done in accordance with the terms of Article 6.4. In no event shall ENGINEER be entitled to compensation over and above the original amount and addenda where changes in the scope of work or the time for performance are necessitated by the acts of or failures to act of ENGINEER, or any subconsultant, agent, or other person performing under it.

ENGINEER…