HomeMy WebLinkAboutCh2M Hill Amendment
Augusta Richmond GA
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DOCUMENT TYPE: (t 9 R~E trl DJT
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BOX NUMBER: I Le
FILE NUMBER: ) ~ 3~ "7
NUMBER OF PAGES:
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CH2MHILL
AMENDMENT 5 to STANDARD AGREEMENT FOR PROFESSIONAL SERVICES
This AMENDMENT 5 to STANDARD AGREEMENT FOR PROFESSIONAL SERVICES is between CH2M HILL INC., and
Augusta, Georgia, acting by and through the Augusta-Richmond County Commission ("OWNER") for a PROJECT
generally described as:
Program Management Services For Bond Issue Projects For The Augusta Utilities Department
This AMENDMENT 5 is to the AGREEMENT between CH2M HILL INC. ("PROGRAM MANAGER"), and The Augusta-
Richmond County Commission ("OWNER"), Dated April 6, 1998, for a PROJECT generally described as:
Program Management Services for 2002 Series Bond Issue Projects for the Augusta Utilities Department
The purpose of this AMMENDMENT 5 is as follows: furnish specific services that are in addition to those outlined in
AGREEMENT or previous amendments of AGREEMENT.
ARTICLE 1. SCOPE OF SERVICES
PROGRAM MANAGER will perform the Scope of Services set forth in Attachment A.
ARTICLE 2. COMPENSATION
OWNER will compensate PROGRAM MANAGER as set forth in Attachment B.
ARTICLE 3. TERMS OF PAYMENT
No changes.
ARTICLE 4. OBLIGATIONS OF PROGRAM MANAGER
No changes
ARTICLE 5. OBLIGATIONS OF OWNER
No changes
ARTICLE 6. GENERAL LEGAL PROVISIONS
Add: "6.18 Employees. During the term of this Agreement and for a period of one year after Substantial Completion of
the Project, neither party shall hire any employee of the other party without the prior written consent of both parties."
ARTICLE 7. ATTACHMENTS, SCHEDULES, AND SIGNATURES
This AMENDMENT, including its attachments and schedules, constitutes the entire AMENDMENT to AGREEMENT,
supersedes all prior written or oral understandings, and may only be changed by a written amendment executed by both
parties. The following attachments and schedules are hereby made a part of this AGREEMENT:
Attachment A-.Scope of Services
Attachment B--Compensation
/
.'
. .
IN WITNESS WHEREOF, said parties have hereunto set their seals the day and year written below:
(pi BY:
f ~PRINTED NAME:
CH2M HILL (PROGRAM MANAGER)
BY: ~d~~
PRINTED NAME:
Cliff Thompson
TITLE:
TITLE:
Sr. vice President
~aY%
<7' /~ ()~
/ I
ADDRESS FOR GIVING NOTICES:
DATE:
DATE: August 28, 2002
ADDRESS FOR GIVING NOTICES:
115 Perimeter Center Place N.E.
Suite 700
Atlanta, GA 30346-1278
A/I;~~/I/
f .,
, .
ATTACHMENT A - SCOPE OF SERVICES
This attachment is to AMENDMENT 5 to STANDARD AGREEMENT FOR PROFESSIONAL SERVICES between CH2M
HILL, INC., ("PROGRAM MANAGER"), and
Augusta, Georgia, acting by and through the Augusta-Richmond County Commission, ("OWNER"), for
a PROJECT generally described as:
Program Management Services for 2002 Series Bond Issue Projects for the Augusta Utilities Department
ARTICLE 1. SCOPE OF SERVICES
PROGRAM MANAGER agrees to furnish OWNER the following specific services:
The PROGRAM MANAGER will assist the OWNER with planning, permitting, and support services related to the bond
projects; and assist in the management of design, bidding, and construction phase services for projects comprising
the current bond issue. These projects will be designed by various engineering and/or architectural firms
(DESIGNERS) selected by the OWNER. Neither the PROGRAM MANAGER nor any of it's affiliate companies will
furnish design or construction for these projects.
To provide this assistance the PROGRAM MANAGER will function as an extension of OWNER'S staff and will
provide a core project team for program management, and supplement the core project team with additional staff, as
necessary, to accomplish work which requires additional assistance or specialized technical expertise. The Program
Management responsibilities of the PROGRAM MANAGER includes five major tasks of work, as follows:
Task 1 - Program Planning and Management
1.1: The PROGRAM MANAGER will provide Program Management services to assist the OWNER in the
management, monitoring, administration, and delivery of the program:
1.1.1: Update the Management Plan for obtaining, organizing, and managing the required resources and tools
to accomplish the program; provide overall program management to maintain project performance and
consistency; and function as an extension of the OWNER'S staff. The Management Plan will address efforts
for continuous contract administration, continuous monitoring of schedule, budget, and work quality, with
corrective action lists as needed, giving close attention to overall delivery of the projects.
1.1 .2: Prepare a Program Delivery Analysis that outlines goals, objectives, schedules, specific project
groupings, budgeVcash flow needs, issues and delivery approaches for the projects comprising the program.
1.1.3: Prepare a Work Plan and Master Schedule to manage program implementation. A master list of
activities will be compiled to determine schedule, cost, and resource needs. Priorities will be assigned to the
activities, and interrelationships will be identified so that key performance dates can be established. A cost-
loaded CPM-type Master Schedule which reflects key milestones and meets the goals and objectives will be
prepared. This schedule will be updated through regular coordination meetings with the DESIGNERS and
OWNER where the schedule, quality, and financial aspects of the program will be reviewed. Monthly program
status reports will be prepared and submitted to the OWNER. Specific problems and suggested methods for
resolution will be presented directly to the Director of the Utilities Department or his designee.
1.1.4: Prepare document control and quality assurance (Q/A) protocols for use on the program. These
protocols will include correspondence, filing, standards for electronic document control, work documentation
and reporting. The PROGRAM MANAGER will monitor DESIGNER'S adherence to these protocols. If
requested the PROGRAM MANAGER will develop an intranet (internal OWNER network) Home Page for use
as an electronic data base for providing project and management staff access to selected project data.
1.1.5: Assist the OWNER in preparing and presenting Program status reports or other information, as
required, to the Engineering Services Committee and Augusta-Richmond County Commission.
1.2: The PROGRAM MANAGER will assist the OWNER in providing a community involvement and public
information program (PIP) on the bond issue program. The PIP will address the projects, benefits, schedules, and
Form 398A
REVISED: 5/2000
t '.
, ,
costs of overall bond issue program and will include meetings, media communication, informational literature, and
other methods as developed in workshops with the OWNER'S staff. Additional community 'involvement and
information activities will be conducted to focus on specific projects having particular community impacts. These will be
identified by the OWNER. If requested the PROGRAM MANAGER will prepare an internet (external network for
citizen access) Home Page about the bond issue program to be linked with the new City of Augusta Home Page.
1.3: Incorporating experience with ongoing projects the PROGRAM MANAGER will assist OWNER in the
development and/or updating of Design Guide Standards for use by the OWNER. The purpose of these Design Guide
Standards will be to provide standardization of the design concepts, layouts, equipment, and appurtenances.
1.4: The PROGRAM MANAGER will review scopes of work and fee estimates prepared by DESIGNERS for
projects included in the program, as requested by the OWNER, and provide the OWNER with comments on the
adequacy and appropriateness of the proposed work approach and fees.
Task 2 - Design Phase Services
2.1: The PROGRAM MANAGER will provide review of projects performed by the DESIGNERS as requested by the
OWNER. The reviews will be conducted at approximately the 30, 60 and 90 percent completion stages. The
PROGRAM MANAGER will provide constructability and bidability reviews during the design process at approximately
60 percent completion.
2.2: The PROGRAM MANAGER will provide technical oversight, review, and specialized consulting on selected
projects and technical issues, as requested by the OWNER.
2.3: The PROGRAM MANAGER will review project construction cost estimates prepared by the DESIGNERS and
recommend to the OWNER the need for cost estimate updates by the DESIGNERS, as determined necessary. These
estimates will be used to provide continuous cost trending during design and construction to monitor overall program
costs and to enable the OWNER to manage changes in scope, cost, and schedule during the program.
2.4: The PROGRAM MANAGER will conduct periodic project review meetings with the DESIGNERS at key project
milestones to review the project status, drawings, technical issues, schedule, costs and plans for completing the
project. The results of these project review meetings will be summarized in reports submitted to the OWNER and will
include any recommendations for corrective measures or other actions by the OWNER.
2.5: The PROGRAM MANAGER will monitor the bidding process and include the successful bid price and
schedule in the program status updates. As requested by the OWNER, the PROGRAM MANAGER will assist the
OWNER and DESIGNER in performing the tasks described below:
The OWNER will obtain necessary permits and easements for construction, advertise the project, handle requests for
documents, maintain bidding lists, coordinate responses by the DESIGNER to CONTRACTOR requests for
interpretation and clarification, issue addenda as needed, receive and verify contractor proposals, conduct bid
openings, make recommendations for award to the Commission, and process construction contracts.
The DESIGNERS will provide sufficient copies of the contract documents for bidding, provide responses to
CONTRACTOR requests for interpretation and clarification, attend bid openings, review bids, and make
recommendations of award to the OWNER.
2.6: The PROGRAM MANAGER will develop and conduct a minority business outreach and communication
program during bidding of projects. The purpose of this program will be to maximize the opportunities for minority
contractors, vendors, and suppliers to participate as prime or subcontractors on the program.
Task 3 - Construction Phase Services
3.1: On behalf of the OWNER, and as an extension of OWNER'S staff, The PROGRAM MANAGER will act as the
direct point of communication with the CONTRACTOR, the OWNER, and the DESIGNER during the construction
phase of the program.
3.2: At the request of OWNER, the PROGRAM MANAGER will administer the construction contracts on behalf of
the OWNER with input from the DESIGNER. The PROGRAM MANAGER will conduct the pre-construction meeting,
conduct periodic project meetings and coordination meetings with the CONTRACTOR, OWNER, regulatory agencies,
and other appropriate parties as necessary; and make periodic construction site visits to assess the progress and
status of the work. The PROGRAM MANAGER will prepare monthly contract status reports; prepare correspondence
with program entities; maintain program files and records; assist with the preparation and negotiation of contract
modifications; and provide overall management and tracking of submittals.
Form 398A
REVISED: 5/2000
2
. .
The DESIGNER will attend and participate in the pre-construction meetings, review shop drawings and submittals,
review and make recommendations on progress payments, attend periodic project meetings and coordination
meetings with the CONTRACTOR, OWNER, regulatory agencies, and other appropriate parties as necessary, and
make periodic site visits to the construction site to review contractor compliance with the intent of the contract
documents.
3.3: The PROGRAM MANAGER will manage Change Orders and Claim Requests by the CONTRACTOR. This
will include verification of requests for interpretation, initiation of requests for interpretation when Resident Observation
staff identifies a need, coordination of responses from the appropriate reviewing parties, and recommendations to the
OWNER on the necessary actions.
The DESIGNER will have the primary role in reconciling requests for clarifications or interpretations and preparation of
contract modifications.
3.4: As requested by the OWNER, the PROGRAM MANAGER will provide Resident Observation staff to
supplement the Resident Observers provided by the OWNER. Duties of such Resident Inspection staff will include
routine inspection of work quality and progress; an assessment as to whether the work conforms to the requirements
of the contract documents; maintenance of a daily diary; documentation of deviations from the contract documents
that will need to be reflected in the record drawings; verification of field and installation conflicts identified by the
CONTRACTOR; assistance in problem resolution; final inspection and project close-out, and other field verification as
required.
3.5: The OWNER will provide materials testing services related to the construction.
3.6: The DESIGNER will prepare record drawings.
3.7: The PROGRAM MANAGER will provide support to the OWNER in the compilation and development of
Document and Information Management system for Operation and Maintenance Documentation, Record Drawings
and related information for designated projects. This System will integrate process with the current CMMS used by the
OWNER.
Task 4 - Start-up and Training
4.1: The PROGRAM MANAGER will conduct training of the OWNER'S staff on the proper operation, maintenance,
and performance testing for selected new facilities.
4.2: The PROGRAM MANAGER will provide Project Management Training for OWNER'S staff. This training will
be similar to the internal and external course being provided by the PROGRAM MANAGER which is based upon the
PROGRAM MANAGER'S textbook, Proiect Delivery - A System and Process for Benchmark Performance. Copies of
the textbook and additional training materials will be provided to the participants. To maximize the effectiveness and
economy of this training it may be beneficial for the OWNERS staff to participate in a session conducted in the area
with other internal or external students. The PROGRAM MANAGER will also train OWNER'S staff with the use of all
tools and systems turned over to the OWNER upon completion of the Program, including schedule, cost, document
control, intranet, and internet applications.
Task 5 - Additional and Special Services
The PROGRAM MANAGER will provide Additional or Special Services directed by the OWNER during the program
including but not limited to the following:
5.1: O&M Manuals and Standard Operating Proceedures - Phase II
5.2 W &S Rate Management Implementation
5.3: Business Plan Phase II
5.4: Master Plan Update - J. B. Messerly WWTP
5.5 Engineering Report 2005
5.6 Implementation and Training for Hydraulic Water Model - Phase II
5.7 NPDES Construction Stormwater Permit Compliance
Form 398A 3
REVISED: 5/2000
ATTACHMENT B - COMPENSATION
ARTICLE 2. COMPENSATION
Compensation by OWNER to PROGRAM MANAGER will be as
follows:
A. COST REIMBURSABLE-PER DIEM (TIME AND EXPENSE)
No Changes
B. BUDGET
A budgetary amount of $6,796,000 (Six Million, Seven
Hundred and Ninety-six Thousand Dollars), excluding
taxes, is hereby established for the Amendment 5 additional
services defined in Attachment A. The budget amount for
any additional services not listed in ARTICLE 1 will be
established by further amendment to this AGREEMENT.
FORM 398B.2
REVISED: 3/98
PROGRAM MANAGER will make reasonable efforts to
complete the work within the budget and will keep OWNER
informed of progress toward that end so that the budget or
work effort can be adjusted if found necessary.
PROGRAM MANAGER is not obligated to incur costs
beyond the indicated budgets, as may be adjusted, nor is
OWNER obligated to pay PROGRAM MANAGER beyond
these limits.
C. PER DIEM RATES
No Changes
D. DIRECT EXPENSES
No Changes
AUGUSTA UTILITIES DEPARTMENT
2002 Series Bond Program
Budaet Estimate for Proqram Manaaement Tasks
Scope of Work
Task Number and Task
Task 1.1.1 - Management Plan
Task 1.1.2,3 - Program Delivery Analysis, Work Plan, and Master Schedule
Task 1.1.4 - Document Control and Quality Assurance
Task 1.1.5 - Special Program Status Reports
Task 1.3 - Design Standards & Contract Documents
Task 1.2 - Community Involvement - Public Information Program
Task 1.4 - Scope and Fee Reviews
Task 2.1 - Technical Reviews
Task 2.2 - Specialized Consulting and Technical Oversight
Task 2.3 - Construction Cost Estimates
Task 2.4 - Periodic Reviews
Task 2.5 - Bid Services
Task 2.6 - Minority Business Outreach
Task 3.1,2,3 - Construction Management & Administration
Task 3.4,5 - Resident Observation
Task 3.6,7 - Document & Info. Mgmt.
Task 4.1 - Operation and Maintenance Training
Task 4.2 - Project Management Training
Task 5 - Additional Services as Requested
O&M Manuals and Standard Operating Proceedures - Phase II
W&S Rate Management Implementation
Business Plan Phase II
Master Plan Update: Messerly WWTP
Engineering Report 2005
Implementation and Training for Hydraulic Water Model - Phase II
NPDES Construction Stonnwater Penn it Compliance
0
ITotal Budget for ALL ELEMENTS
I
2002 PROGRAM COST
Budget for all PROGRAM MANAGEMENT Tasks less NPDES
Budget as Percent of Program Cost
PM AGREEMENT Budget Summary.XLS
x
2002 Series Task No.
Budget I
$ 10,210 AO 1
$ 207,106 AO DA
$ 277,374 A1 DC
$ 147,884 A1 SS
$ 76,836 A1 CD
$ 201,646 A1 PU
$ 174,332 A2 SF
$ 302,378 A2 TR
$ 40,382 A2 CB
$ 104,073 A2 CE
$ 207,822 A2 PR
$ 66,092 A2 BS
$ 118,320 A2 EB
$ 910,429 A3 CM
$ 2,494,732 A3 RS
$ 343,386 A3 RD
$ 30,804 A4 MT
$ 7,812 A4 TR
$ 1,074,382
$ 96,921 OP 01
$ 101,112 RM 01
$ 103,297 BP 01
$ 155,123 WW 01
$ 50,863 ER 01
$ 160,474 MD 01
$ 406,592 SW 01
$ -
x
x
x
x
1$
$
$
6,796,000 I
130,000,000
5.2%
6,389,408
4.9%
08/20/2002
CH2MHILL AMENDMENT 5 to STANDARD AGREEMENT FOR PROFESSIONAL SERVICES
,
This AMENDMENT 5 to STANDARD AGREEMENT FOR PROFESSIONAL SERVICES is between CH2M HILL INC., and
Augusta, Georgia, acting by and through the Augusta-Richmond County Commission ("OWNER") for a PROJECT
generally described as:
Program Management Services For Bond Issue Projects For The Augusta Utilities Department
This AMENDMENT 5 is to the AGREEMENT between CH2M HILL INC. ("PROGRAM MANAGER"), and The Augusta-
Richmond County Commission ("OWNER"), Dated April 6, 1998, for a PROJECT generally described as:
Program Management Services for 2002 Series Bond Issue Projects for the Augusta Utilities Department
The purpose of this AMMENDMENT 5 is as follows: furnish specific services that are in addition to those outlined in
AGREEMENT or previous amendments of AGREEMENT.
ARTICLE 1. SCOPE OF SERVICES
PROGRAM MANAGER will perform the Scope of Services set forth in Attachment A.
ARTICLE 2. COMPENSATION
OWNER will compensate PROGRAM MANAGER as set forth in Attachment B.
ARTICLE 3. TERMS OF PAYMENT
No changes.
ARTICLE 4. OBLIGATIONS OF PROGRAM MANAGER
No changes
ARTICLE 5. OBLIGATIONS OF OWNER
No changes
ARTICLE 6. GENERAL LEGAL PROVISIONS
Add: "6.18 Employees. During the term of this Agreement and for a period of one year after Substantial Completion of
the Project, neither party shall hire any employee of the other party without the prior written consent of both parties."
ARTICLE 7. ATTACHMENTS, SCHEDULES, AND SIGNATURES
This AMENDMENT, including its attachments and schedules, constitutes the entire AMENDMENT to AGREEMENT,
supersedes all prior written or oral understandings. and may only be changed by a written amendment executed by both
parties. The following attachments and schedules are hereby made a part of this AGREEMENT:
Attachment A--Scope of Services
Attachment B--Compensation
y:
IN WITNESS WHEREOF, said parties have hereunto set their seals the day and year written below:
BY:
PRINTED NAME:
TITLE:
DATE:
AY~
9 I, o~
/ f
ADDRESS FOR GIVING NOTICES:
CH2M HILL (PROGRAM MANAGER)
BY: ~-d71--
PRINTED NAME: Cliff Thompson
TITLE:
Sr. Vice President
AfWf!~
DATE: August 28, 2002
ADDRESS FOR GIVING NOTICES:
115 Perimeter Center Place N. E.
Suite 700
Atlanta, GA 30346-1278
.-9
('"
ATTACHMENT A - SCOPE OF SERVICES
This attachment is to AMENDMENT 5 to STANDARD AGREEMENT FOR PROFESSIONAL SERVICES between CH2M
HILL, INC., ("PROGRAM MANAGER"), and
Augusta, Georgia, acting by and through the Augusta-Richmond County Commission, ("OWNER"), for
a PROJECT generally described as:
Program Management Services for 2002 Series Bond Issue Projects for the Augusta Utilities Department
ARTICLE 1. SCOPE OF SERVICES
PROGRAM MANAGER agrees to furnish OWNER the following specific services:
The PROGRAM MANAGER will assist the OWNER with planning, permitting, and support services related to the bond
projects; and assist in the management of design, bidding, and construction phase services for projects comprising
the current bond issue. These projects will be designed by various engineering and/or architectural firms
(DESIGNERS) selected by the OWNER. Neither the PROGRAM MANAGER nor any of it's affiliate companies will
furnish design or construction for these projects.
To provide this assistance the PROGRAM MANAGER will function as an extension of OWNER'S staff and will
provide a core project team for program management, and supplement the core project team with additional staff, as
necessary, to accomplish work which requires additional assistance or specialized technical expertise. The Program
Management responsibilities of the PROGRAM MANAGER includes five major tasks of work, as follows:
Task 1 - Program Planning and Management
1.1: The PROGRAM MANAGER will provide Program Management services to assist the OWNER in the
management, monitoring, administration, and delivery of the program:
1.1.1: Update the Management Plan for obtaining, organizing, and managing the required resources and tools
to accomplish the program; provide overall program management to maintain project performance and
consistency; and function as an extension of the OWNER'S staff. The Management Plan will address efforts
for continuous contract administration, continuous monitoring of schedule, budget, and work quality, with
corrective action lists as needed, giving close attention to overall delivery of the projects.
1.1.2: Prepare a Program Delivery Analysis that outlines goals, objectives, schedules, specific project
groupings, budgeVcash flow needs, issues and delivery approaches for the projects comprising the program.
1.1.3: Prepare a Work Plan and Master Schedule to manage program implementation. A master list of
activities will be compiled to determine schedule, cost, and resource needs. Priorities will be assigned to the
activities, and interrelationships will be identified so that key performance dates can be established. A cost-
loaded CPM-type Master Schedule which reflects key milestones and meets the goals and objectives will be
prepared. This schedule will be updated through regular coordination meetings with the DESIGNERS and
OWNER where the schedule, quality, and financial aspects of the program will be reviewed. Monthly program
status reports will be prepared and submitted to the OWNER. Specific problems and suggested methods for
resolution will be presented directly to the Director of the Utilities Department or his designee.
1.1.4: Prepare document control and quality assurance (Q/A) protocols for use on the program. These
protocols will include correspondence, filing, standards for electronic document control, work documentation
and reporting. The PROGRAM MANAGER will monitor DESIGNER'S adherence to these protocols. If
requested the PROGRAM MANAGER will develop an intranet (internal OWNER network) Home Page for use
as an electronic data base for providing project and management staff access to selected project data.
1.1.5: Assist the OWNER in preparing and presenting Program status reports or other information, as
required, to the Engineering Services Committee and Augusta-Richmond County Commission.
1.2: The PROGRAM MANAGER will assist the OWNER in providing a community involvement and public
information program (PIP) on the bond issue program. The PIP will address the projects, benefits, schedules, and
Fonm 398A
REVISED: 5/2000
costs of overall bond issue program and will include meetings, media communication, informational literature, and
other methods as developed in workshops with the OWNER'S staff. Additional community involvement and
information activities will be conducted to focus on specific projects having particular community impacts. These will be
identified by the OWNER. If requested the PROGRAM MANAGER will prepare an internet (external network for
citizen access) Home Page about the bond issue program to be linked with the new City of Augusta Home Page.
1.3: Incorporating experience with ongoing projects the PROGRAM MANAGER will assist OWNER in the
development and/or updating of Design Guide Standards for use by the OWNER. The purpose of these Design Guide
Standards will be to provide standardization of the design concepts, layouts, equipment, and appurtenances.
1.4: The PROGRAM MANAGER will review scopes of work and fee estimates prepared by DESIGNERS for
projects included in the program, as requested by the OWNER, and provide the OWNER with comments on the
adequacy and appropriateness of the proposed work approach and fees.
Task 2 - Design Phase Services
2.1: The PROGRAM MANAGER will provide review of projects performed by the DESIGNERS as requested by the
OWNER. The reviews will be conducted at approximately the 30, 60 and 90 percent completion stages. The
PROGRAM MANAGER will provide constructability and bidability reviews during the design process at approximately
60 percent completion.
2.2: The PROGRAM MANAGER will provide technical oversight, review, and specialized consulting on selected
projects and technical issues, as requested by the OWNER.
2.3: The PROGRAM MANAGER will review project construction cost estimates prepared by the DESIGNERS and
recommend to the OWNER the need for cost estimate updates by the DESIGNERS, as determined necessary. These
estimates will be used to provide continuous cost trending during design and construction to monitor overall program
costs and to enable the OWNER to manage changes in scope, cost, and schedule during the program.
2.4: The PROGRAM MANAGER will conduct periodic project review meetings with the DESIGNERS at key project
milestones to review the project status, drawings, technical issues, schedule, costs and plans for completing the
project. The results of these project review meetings will be summarized in reports submitted to the OWNER and will
include any recommendations for corrective measures or other actions by the OWNER.
2.5: The PROGRAM MANAGER will monitor the bidding process and include the successful bid price and
schedule in the program status updates. As requested by the OWNER, the PROGRAM MANAGER will assist the
OWNER and DESIGNER in performing the tasks described below:
The OWNER will obtain necessary permits and easements for construction, advertise the project, handle requests for
documents, maintain bidding lists, coordinate responses by the DESIGNER to CONTRACTOR requests for
interpretation and clarification, issue addenda as needed, receive and verify contractor proposals, conduct bid
openings, make recommendations for award to the Commission, and process construction contracts.
The DESIGNERS will provide sufficient copies of the contract documents for bidding, provide responses to
CONTRACTOR requests for interpretation and clarification, attend bid openings, review bids, and make
recommendations of award to the OWNER.
2.6: The PROGRAM MANAGER will develop and conduct a minority business outreach and communication
program during bidding of projects. The purpose of this program will be to maximize the opportunities for minority
contractors, vendors, and suppliers to participate as prime or subcontractors on the program.
Task 3 - Construction Phase Services
3.1: On behalf of the OWNER, and as an extension of OWNER'S staff, The PROGRAM MANAGER will act as the
direct point of communication with the CONTRACTOR, the OWNER, and the DESIGNER during the construction
phase of the program.
3.2: At the request of OWNER, the PROGRAM MANAGER will administer the construction contracts on behalf of
the OWNER with input from the DESIGNER. The PROGRAM MANAGER will conduct the pre-construction meeting,
conduct periodic project meetings and coordination meetings with the CONTRACTOR, OWNER, regulatory agencies,
and other appropriate parties as necessary; and make periodic construction site visits to assess the progress and
status of the work. The PROGRAM MANAGER will prepare monthly contract status reports; prepare correspondenee
with program entities; maintain program files and records; assist with the preparation and negotiation of contract
modifications; and provide overall management and tracking of submittals.
Form 398A
REVISED: 5/2000
2
The DESIGNER will attend and participate in the pre-construction meetings, review shop drawings and submittals,
review and make recommendations on progress payments, attend periodic project meetings and coordination
meetings with the CONTRACTOR, OWNER, regulatory agencies, and other appropriate parties as necessary, and
make periodic site visits to the construction site to review contractor compliance with the intent of the contract
documents.
3.3: The PROGRAM MANAGER will manage Change Orders and Claim Requests by the CONTRACTOR. This
will include verification of requests for interpretation, initiation of requests for interpretation when Resident Observation
staff identifies a need, coordination of responses from the appropriate reviewing parties, and recommendations to the
OWNER on the necessary actions.
The DESIGNER will have the primary role in reconciling requests for clarifications or interpretations and preparation of
contract modifications.
3.4: As requested by the OWNER, the PROGRAM MANAGER will provide Resident Observation staff to
supplement the Resident Observers provided by the OWNER. Duties of such Resident Inspection staff will include
routine inspection of work quality and progress; an assessment as to whether the work conforms to the requirements
of the contract documents; maintenance of a daily diary; documentation of deviations from the contract documents
that will need to be reflected in the record drawings; verification of field and installation conflicts identified by the
CONTRACTOR; assistance in problem resolution; final inspection and project close-out, and other field verification as
required.
3.5: The OWNER will provide materials testing services related to the construction.
3.6: The DESIGNER will prepare record drawings.
3.7: The PROGRAM MANAGER will provide support to the OWNER in the compilation and development of
Document and Information Management system for Operation and Maintenance Documentation, Record Drawings
and related information for designated projects. This System will integrate process with the current CMMS used by the
OWNER.
Task 4 - Start-up and Training
4.1: The PROGRAM MANAGER will conduct training of the OWNER'S staff on the proper operation, maintenance,
and performance testing for selected new facilities.
4.2: The PROGRAM MANAGER will provide Project Management Training for OWNER'S staff. This training will
be similar to the internal and external course being provided by the PROGRAM MANAGER which is based upon the
PROGRAM MANAGER'S textbook, Proiect Delivery - A System and Process for Benchmark Performance. Copies of
the textbook and additional training materials will be provided to the participants. To maximize the effectiveness and
economy of this training it may be beneficial for the OWNERS staff to participate in a session conducted in the area
with other internal or external students. The PROGRAM MANAGER will also train OWNER'S staff with the use of all
tools and systems turned over to the OWNER upon completion of the Program, including schedule, cost, document
control, intranet, and internet applications.
Task 5 - Additional and Special Services
The PROGRAM MANAGER will provide Additional or Special Services directed by the OWNER during the program
including but not limited to the following:
5.1: O&M Manuals and Standard Operating Proceedures - Phase II
5.2 W &S Rate Management Implementation
5.3: Business Plan Phase II
5.4: Master Plan Update - J. B. Messerly WWTP
5.5 Engineering Report 2005
5.6 Implementation and Training for Hydraulic Water Model- Phase II
5.7 NPDES Construction Stormwater Permit Compliance
Form 398A 3
REVISED: 5/2000
. .
ATTACHMENT B - COMPENSATION
ARTICLE 2. COMPENSATION
Compensation by OWNER to PROGRAM MANAGER will be as
follows:
A. COST REIMBURSABLE-PER DIEM (TIME AND EXPENSE)
No Changes
B. BUDGET
A budgetary amount of $6,796,000 (Six Million, Seven
Hundred and Ninety-six Thousand Dollars), excluding
taxes, is hereby established for the Amendment 5 additional
services defined in Attachment A. The budget amount for
any additional services not listed in ARTICLE 1 will be
established by further amendment to this AGREEMENT.
FORM 3988.2
REVISED: 3/98
PROGRAM MANAGER will make reasonable efforts to
complete the work within the budget and will keep OWNER
informed of progress toward that end so that the budget or
work effort can be adjusted if found necessary.
PROGRAM MANAGER is not obligated to incur costs
beyond the indicated budgets, as may be adjusted, nor is
OWNER obligated to pay PROGRAM MANAGER beyond
these limits.
C. PER DIEM RATES
No Changes
D. DIRECT EXPENSES
No Changes
. .
AUGUSTA UTILITIES DEPARTMENT
2002 Series Bond Program
Budqet Estimate for Proqram Manaaement Tasks
Scope of Work
Task Number and Task
Task 1.1.1 - Management Plan
Task 1.1.2,3 - Program Delivery Analvsls, Work Plan, and Master Schedule
Task 1.1.4 - Document Control and Quality Assurance
Task 1.1.5 - Special Program Status Reports
Task 1.3 - Design Standards & Contract Documents
Task 1.2. Community Involvement - Public Information Program
Task 1.4 - SCODe and Fee Reviews
Task 2.1 - Technical Reviews
Task 2.2 - Spe.clallzed Consulting and Technical Oversight
Task 2.3 - Construction Cost Estimates
Task 2.4 - Periodic Reviews
Task 2.5 - Bid Services
Task 2.6 - Minority Business Outreach
Task 3.1,2,3 - Construction Management & Administration
Task 3.4,5 - Resident Observation
Task 3.6,7 - Document & Info. Mgmt.
Task 4.1 - Operation and Maintenance TraIning
Task 4.2 - Project Management Training
Task 5 - Additional Services as Requested
O&M Manuals and Standard Operating Proceedures - Phase II
was Rate Management Implementation
Business Plan Phase II
Master Plan Update: Messerly WWTP
Engineering Report 2005
Implementation and Training for Hydraulic Water Model - Phase 1/
NPDES Construction Stonnwater Pennit Compliance
0
ITotal Budget for ALL ELEMENTS
I
2002 PROGRAM COST
Budget for all PROGRAM MANAGEMENT Tasks less NPDES
Budget as Percent of Program Cost
PM AGREEMENT Budget Summary.XLS
x
2002 Series Tas~ No.
Budget
$ 10,210 AO 1
$ 207,106 AO DA
$ 277,374 A1 DC
$ 147,884 A1 SS
$ 76,836 A1 CD
$ 201,646 A1 PU
$ 174,332 A2 SF
$ 302,378 A2 TR
$ 40,382 A2 CB
$ 104,073 A2 CE
$ 207,822 A2 PR
$ 66,092 A2 BS
$ 118,320 A2 EB
$ 910,429 A3 CM
$ 2,494,732 A3 RS
$ 343,386 A3 RD
$ 30,804 A4 MT
$ 7,812 A4 TR
$ 1,074,382
$ 96,921 OP 01
$ 101,112 RM 01
$ 103,297 BP 01
$ 155,123 WW 01
$ 50,863 ER 01
$ 160,474 MD 01
$ 406,592 SW 01
$ -
x
x
x
x
1$
$
$
6,796,000 I
130,000,000
5.2%
6,389,408
4.9%
08/20/2002