HomeMy WebLinkAboutCH2 MHill Amendment #7
Augusta Richmond GA
DOCUMENT NAME: C 11 ;;I.1't\ Hl LL- Ii "" ",.vI;) l'\ liS""'T -# 7
DOCUMENT TYPE: ~~ ((.. ~E (f) ~J
YEAR: [;)00 S-
BOX NUMBER: ~4
FILE NUMBER: \ I S-~S-
NUMBER OF PAGES:
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CH2MHILL
AMENDMENT 7 to STANDARD AGREEMENT FOR PROFESSIONAL SERVICES
This AMENDMENT 7 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 7 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 2004 Series Bond Issue Projects for the Augusta Utilities Department
The purpose of this AMMENDMENT 7 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
No changesAdd: "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
Attachment C- Key Personnel and Subcontract
IN WITNESS WHEREOF, said parties have hereunto set their seals the day and year written below:
AUGUSTA, GEORGIA (OWNER)
J~ BY NIt~l~
PRINTEQ}NAM{! ~ v NG
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CH2M HILL (PROGRAM MANAGER)
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~ A~~ESS FOR GIVING NOTICES:
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DATE:
ADDRESS FOR GIVING NOTICES:
115 Perimeter Center Place N,E.
_Suite 700
Atlanta, GA 30346-1278
2
ATTACHMENT A - SCOPE OF SERVICES
This attachment is to AMENDMENT 7 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 2004 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 2004 Series Capital Improvement Program projects planned to be completed by
December 31, 2009. 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, budget/cash 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.
3
1.1.4: Prepare document control and quality assurance (Q/A) protocols used on the program
for transition to the OWNER'S staff, These protocols will include correspondence, filing,
standards for electronic document control, work documentation and reporting.
1,1.5: Assist the OWNER in preparing and, when requested, presenting Program status
reports or other information, as required, to the Engineering Services Committee and/or
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 completed and planned bond issue program. The PIP
will address the projects, benefits, schedules, and costs of overall Master Plan 2000 bond issue
program completed at the midway (2005) stage and what is anticipated over the next 5 years. This
may 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 when
requested by the OWNER.
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,
4
Within 30 days of the execution of this Seventh Amendment to the contract between the
Program Manager and Owner, Program Manager shall:
2.6.A: Provide Owner historical information since January 1, 2003 showing payments to
contractors, subcontractors, material vendors and other construction service providers which
are local, minority owned, or women owned. A local contractor, sub-contractor, material
vendor or service provider is defined as one having an office in Augusta-Richmond County,
Georgia or any county contiguous to Augusta-Richmond County. Said information shall
include the name and address of the recipient of said payment.
2.6.B: Provide Owner a report showing unexpended funds available for minority business
outreach.
2.6.C: The parties recognize there can be no "set aside" of work to local, minority owned, or
women owned businesses and therefore, Program Manager shall provide Owner a plan
showing Program Manager's goal of sub-contracting twenty percent (20%) of its work to
contractors, subcontractors, material vendors and other construction service providers which
are local, minority owned, or women owned businesses. Local, minority owned, or women
owned businesses status shall be shown by said entities to Owner as it may reasonably
request.
2.6.0: Provide monthly reports showing the involvement by task of local, minority owned
and women owned business in the services provided by Program Manager in it's
administration of 2004 series bond issue projects. Program Manager may report through an
electronic reporting system either by purchase order or other electronic method sent through
the Finance Department and organized by line item or task as established by Program
Manager and Owner. Said report shall include all expenditures, amendments and change
orders and show beginning and ending balances throughout the contract time.
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,
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,
3.2.A: Program Manager shall include in its request for payments during the contract period,
a report by task of the extent of completion of each task shown in the contract by percentage
and budgetary amount
3.2.B: Program Manager shall appoint a liaison to assist City of Augusta's departments
including, but not limited to Purchasing, MBE/DBE Coordinator, Utilities, Public Works and
Board of Commissioners to assist Augusta in establishing, tracking and monitoring Program
5
Manager's progress towards the goals hereinabove agreed upon as to both the time of the
contract and the contract dollar amount. Said liaison as of the date of this Amendment NO.7
is Mr. Anthony R. Johnson as indicated in Attachment C.
3.2.C: Audits and Inspectors. At any time during normal business hours and as often as the
Owner may deem necessary, the Program Manager shall make available to the Owner and/or
audit representatives of the Owner for examination all of its records with respect to all matters
covered by this Agreement. It shall also permit the Owner and/or representatives of the audit,
to examine and make copies, excerpts or transcripts from such records of personnel,
conditions or employment and other data relating to all matters covered by this Agreement.
3.2.0: The Program Manager shall maintain all books, documents, paper, accounting records
and other evidence pertaining to costs incurred on the Project and used in support of its
proposal and shall make such material available at reasonable and mutually agreeable times
during the period of the Agreement, and for three years from the date of the final payment
under the Agreement or for the period of time required by governing laws, for inspection by
the Owner or any reviewing agencies, and copies thereof shall be furnished upon request.
The Program Manager agrees that the provisions of Article shall be included in any
Agreements it may make with any subcontractor, assignee or transferee.
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,
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 and Supervisory Level
Training for OWNER'S staff. 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: Document and Information Management System Development Assistance
6
5.2 W&S Rate Management Implementation Phase II
5.3: Business Plan Phase III - Division Structures
5.4: Master Plan 2005 (Update to Master Plan 2000)
5.5 Hydraulic Water Model modification and expansion
5,6 NPDES Construction Stormwater Permit Compliance
7
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 $8,250,000 (Eight Million, Two Hundred and Twenty-five Thousand Dollars),
excluding taxes, is hereby established for the Amendment 7 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.
The initial term of this Amendment 7 is for two (2) years. There are three (3) additional one (1) year
options to be exercised at the discretion of the Owner. The estimated budgeted breakdown is as
follows:
Initial term (2 years) $4,600,000
Option Year 1 (1 year) $1,350,000
Option Year 2 (1 year) $1,300,000
Option Year 3 (1 year) $1,000,000
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
E. DIRECT EXPENSES
8
I 2004 Series Program
Budget Estimate for Program Management Tasks
Task Number and Task Budaet $
Task 1.1.1 - Management Plan 31,861
Task 1.1.2,3 . Program Delivery Analysis, Work Plan, and Master Schedule 282,085
Task 1.1.4 - Document Control and Quality Assurance 177 ,239
Task 1.1.5 - Special Program Status Reports 103,550
Task 1.2 - Community Involvement - Public Information Program 129,332
Task 1.4 - Scope and Fee Reviews 73,617
Task 2.1 - Technical Reviews 539,811
I
Task 2.2 - Specialized Consulting and Technical Oversight 412,694
I
Task 2.3 - Construction Cost Estimates 62,932
I
Task 2.4 - Periodic Reviews 327,710
I
Task 2.5 - Bid Services 56,014
I
Task 2.6 - Minority Business Outreach 22,262
I
Task 3.1,2,3 - Construction Management & Administration 1,785,323
I
Task 3.4,5 - Resident Observation 2,921,614
Task 4 . Start-up and Training 333,249
Task 5 - Support Tasks
MS Document and Information Management System 190,661
RM Rate Management 18,314
BP Business Support Services 102,357
MP Master Plan 2005 77,117
MD Water Model 387,597
SW Permit Compliance 214,662
Total Budget for ALL ELEMENTS $8,250,000
Budget as Percent of Program Cost 4.3%
TOTAL PROGRAM COST(including both bond and revenue generated funds) $189,695,274
Budget for Traditional PROGRAM MANAGEMENT Tasks $3,804,928
Budget as Percent of Program Cost 2.0%
I
9
ATTACHMENT C -
LISTING OF KEY PERSONNEL AND SUBCONTRACTING
KEY PERSONNEL
PROGRAM MANAGER shall provide qualified personnel to perform its work. The list of key
personnel below will not change or be reassigned without the written approval of the OWNER. Those
key personnel committed for this work are as follows:
Lawrence (Larry) R. Scott Program Manager
George R. (Bob) Davis Construction Manager
Anthony (Tony) R. Johnson MBD/OBE Liaison
James (Jim) W, Rush Lead Program Project Engineer
SUBCONTRACTING
The PROGRAM MANAGER shall not subcontract any part of the work covered by this Agreement or
permit subcontracted work to be further subcontracted without the OWNER's prior written approval of
the subcontractor. The OWNER will not approve any subcontractor for work covered by this
Agreement that has not been recommended for approval by the PROGRAM MANAGER.
All subcontracts in the amount of $5,000 or more shall include, where possible, the provisions set
forth in this Agreement.
10
.-
CH2MHILL
AMENDMENT 7 to STANDARD AGREEMENT FOR PROFESSIONAL SERVICES
This AMENDMENT 7 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 7 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 2004 Series Bond Issue Projects for the Augusta Utilities Department
The purpose of this AMMENDMENT 7 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
No changesAdd: "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
Attachment C- Key Personnel and Subcontract
, i
IN WITNESS WHEREOF, said parties have hereunto set their seals the day and year written below:
AUGUSTA, GEORGIA (OWNER)
CH2M HILL (PROGRAM MANAGER)
4fi' BY "~h~~ BY~~
r /11t'1dR \
PRINTED NAME: <:) t.( tJ c;.. PRINTED NAME: Wr-/-P ,d~
,jrGIT ~ <,< ,:' . ~ " TITLE, VI ~ PYJ"iP'cI ~
JjJ- ~~~~.' ,~..' f:..~-.., I ~_Q)b'V"ccS5Io~ /
DATE:~ :~'w:~r.ar::tD~ DATE: d, cr- j06"
ADDR~S"FOR ~1v1~&NOTICES: ADDRESS FOR GIVING NOTICES:
Q-Vl"'.. ~:~() -t~:h'.r IIrfrt 115 Perimeter Center Place N.E.
, .,
. . _Suite 700
Atlanta, GA 30346-1278
2
ATTACHMENT A - SCOPE OF SERVICES
This attachment is to AMENDMENT 7 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 2004 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 2004 Series Capital Improvement Program projects planned to be completed by
December 31, 2009, 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, budget/cash 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,
3
1.1.4: Prepare document control and quality assurance (Q/A) protocols used on the program
for transition to the OWNER'S staff. These protocols will include correspondence, filing,
standards for electronic document control, work documentation and reporting,
1.1,5: Assist the OWNER in preparing and, when requested, presenting Program status
reports or other information, as required, to the Engineering Services Committee and/or
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 completed and planned bond issue program, The PIP
will address the projects, benefits, schedules, and costs of overall Master Plan 2000 bond issue
program completed at the midway (2005) stage and what is anticipated over the next 5 years, This
may 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 when
requested by the OWNER.
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,
4
Within 30 days of the execution of this Seventh Amendment to the contract between the
Program Manager and Owner, Program Manager shall:
2.6.A: Provide Owner historical information since January 1, 2003 showing payments to
contractors, subcontractors, material vendors and other construction service providers which
are local, minority owned, or women owned. A local contractor, sub-contractor, material
vendor or service provider is defined as one having an office in Augusta-Richmond County,
Georgia or any county contiguous to Augusta-Richmond County. Said information shall
include the name and address of the recipient of said payment.
2.6.B: Provide Owner a report showing unexpended funds available for minority business
outreach.
2.6.C: The parties recognize there can be no "set aside" of work to local, minority owned, or
women owned businesses and therefore, Program Manager shall provide Owner a plan
showing Program Manager's goal of sub-contracting twenty percent (20%) of its work to
contractors, subcontractors, material vendors and other construction service providers which
are local, minority owned, or women owned businesses. Local, minority owned, or women
owned businesses status shall be shown by said entities to Owner as it may reasonably
request.
2.6.0: Provide monthly reports showing the involvement by task of local, minority owned
and women owned business in the services provided by Program Manager in it's
administration of 2004 series bond issue projects. Program Manager may report through an
electronic reporting system either by purchase order or other electronic method sent through
the Finance Department and organized by line item or task as established by Program
Manager and Owner. Said report shall include all expenditures, amendments and change
orders and show beginning and ending balances throughout the contract time.
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.
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.
3.2.A: Program Manager shall include in its request for payments during the contract period,
a report by task of the extent of completion of each task shown in the contract by percentage
and budgetary amount
3.2.B: Program Manager shall appoint a liaison to assist City of Augusta's departments
including, but not limited to Purchasing, MBE/DBE Coordinator, Utilities, Public Works and
Board of Commissioners to assist Augusta in establishing, tracking and monitoring Program
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Manager's progress towards the goals hereinabove agreed upon as to both the time of the
contract and the contract dollar amount. Said liaison as of the date of this Amendment No.7
is Mr. Anthony R. Johnson as indicated in Attachment C.
3.2.C: Audits and Inspectors. At any time during normal business hours and as often as the
Owner may deem necessary, the Program Manager shall make available to the Owner and/or
audit representatives of the Owner for examination all of its records with respect to all matters
covered by this Agreement. It shall also permit the Owner and/or representatives of the audit,
to examine and make copies, excerpts or transcripts from such records of personnel,
conditions or employment and other data relating to all matters covered by this Agreement.
3.2.0: The Program Manager shall maintain all books, documents, paper, accounting records
and other evidence pertaining to costs incurred on the Project and used in support of its
proposal and shall make such material available at reasonable and mutually agreeable times
during the period of the Agreement, and for three years from the date of the final payment
under the Agreement or for the period of time required by governing laws, for inspection by
the Owner or any reviewing agencies, and copies thereof shall be furnished upon request.
The Program Manager agrees that the provisions of Article shall be included in any
Agreements it may make with any subcontractor, assignee or transferee.
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.
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 and Supervisory Level
Training for OWNER'S staff, 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: Document and Information Management System Development Assistance
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. .
. .
5.2 W&S Rate Management Implementation Phase II
5.3: Business Plan Phase 111- Division Structures
5.4: Master Plan 2005 (Update to Master Plan 2000)
5.5 Hydraulic Water Model modification and expansion
5.6 NPDES Construction Stormwater Permit Compliance
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. .
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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 $8,250,000 (Eight Million, Two Hundred and Twenty-five Thousand Dollars),
excluding taxes, is hereby established for the Amendment 7 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.
The initial term of this Amendment 7 is for two (2) years. There are three (3) additional one (1) year
options to be exercised at the discretion of the Owner. The estimated budgeted breakdown is as
follows:
Initial term (2 years) $4,600,000
Option Year 1 (1 year) $1,350,000
Option Year 2 (1 year) $1,300,000
Option Year 3 (1 year) $1,000,000
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
E. DIRECT EXPENSES
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2004 Series Program
Budget Estimate for Program Management Tasks
Task Number and Task BudQet $
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Task 1.1.1 - Management Plan 31,861
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Task 1.1,2,3 . Program Delivery Analysis, Work Plan, and Master Schedule 282,085
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Task 1.1.4 - Document Control and Quality Assurance 177 ,239
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Task 1.1.5 - Special Program Status Reports 103,550
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Task 1.2 - Community Involvement - Public Information Program 129,332
I
Task 1.4 - Scope and Fee Reviews 73,617
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Task 2.1 - Technical Reviews 539,811
Task 2.2 - Specialized Consulting and Technical Oversight 412,694
Task 2.3 - Construction Cost Estimates 62,932
Task 2.4 - Periodic Reviews 327,710
Task 2.5 - Bid Services 56,014
Task 2.6 - Minority Business Outreach 22,262
Task 3,1,2,3 - Construction Management & Administration 1,785,323
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Task 3.4,5 - Resident Observation 2,921,614
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Task 4 - Start-up and Training 333,249
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Task 5 - Support Tasks
MS Document and Information Management System 190,661
RM Rate Management 18,314
BP Business Support Services 102,357
MP Master Plan 2005 77,117
MD Water Model 387,597
SW Permit Compliance 214,662
Total Budget for ALL ELEMENTS $8,250,000
Budget as Percent of Program Cost 4.3%
TOTAL PROGRAM COST(including both bond and revenue generated funds) $189,695,274
Budget for Traditional PROGRAM MANAGEMENT Tasks $3,804,928
Budget as Percent of Program Cost 2.0%
I
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ATTACHMENT C-
LISTING OF KEY PERSONNEL AND SUBCONTRACTING
KEY PERSONNEL
PROGRAM MANAGER shall provide qualified personnel to perform its work, The list of key
personnel below will not change or be reassigned without the written approval of the OWNER. Those
key personnel committed for this work are as follows:
Lawrence (Larry) R. Scott Program Manager
George R. (Bob) Davis Construction Manager
Anthony (Tony) R. Johnson MBD/DBE Liaison
James (Jim) W. Rush Lead Program Project Engineer
SUBCONTRACTING
The PROGRAM MANAGER shall not subcontract any part of the work covered by this Agreement or
permit subcontracted work to be further subcontracted without the OWNER's prior written approval of
the subcontractor. The OWNER will not approve any subcontractor for work covered by this
Agreement that has not been recommended for approval by the PROGRAM MANAGER.
All subcontracts in the amount of $5,000 or more shall include, where possible, the provisions set
forth in this Agreement.
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