HomeMy WebLinkAboutCONSULTANT SERVICES AGREEMENT BETWEEN AUGUSTA, GEORGIA AND CH2M HILL ENGINEERS, INC. FOR STRATEGIC ASSET MANAGEMENT PLANNINGI
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STATE OF GEORGIA
RICHMOND COUNTY
MAJOR PROJECTS
CONSULTANT SERVICES AGREEMENT
BETWEEN
AUGUSTA, GEORGIA
(CITY)
AND
CONSULTANT
CONSULTANT: CH2M Hill Engineers,Inc.
PROJECT: Strategic Asset Management Planning
DATE EXECUTED:
DATE COMPLETED:
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REVISION DATE: June 2006
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STATE OF GEORGIA
RICHMOND COUNTY
MAJOR PROJECTS
CONSULTANT SERVICES AGREEMENT
BETWEEN
AUGUSTA, GEORGIA
(CITY)
AND
CONSULTANT
This Agreement is made and entered into this day of ,2018 by and between
AUGUSTA,Georgia,a political subdivision of the State of Georgia,hereinafter called the"CITY"
and CH2M Hill Engineers,Inc.,a Corporation authorized to do business in Georgia,hereinafter
called the "CONSULTANT."
WHEREAS,the CITY desires to engage a qualified and experienced consulting firm to furnish
professional services for:
Strategic Asset Management Planning
and,
WHEREAS,the CONSULTANT has represented to the CITY that it is experienced and qualified to
provide the services contained herein and the CITY has relied upon such representation.
NOW,THEREFORE,in consideration of the mutual promises and covenant herein contained,it is
agreed by and between the CITY and the CONSULTANT that:
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REVISION DATE: June 2006
GENERAL PROVISIONS
CONSULTANT has agreed,in this Agreement with CITY to procure the services of licensed design
professionals,to provide the engineering services required to provide professional engineering and
design services for the Project in accordance with the requirements as outlined in and attached as
Attachment A-Scope of Services and other relevant data defining the Project.
CONSULTANT COORDINATION
The CONSULTANT shall cooperate fully with all municipalities,local government officials,utility
companies,and other consultants as directed by the CITY.CONSULTANT and all relevant parties
agree to work together on the basis of trust, good faith and fair dealing,and shall take actions
reasonably necessary to enable each other to perform this Agreement in a timely,efficient and
economical manner. All parties agree to cooperate in a manner consistent with good design
practice and will exercise the degree of skill and diligence normally employed by professional
engineers or consultants practicing under similar conditions. CONSULTANT will re-perform any
services not meeting this standard without additional compensation.
AMENDMENTS TO AGREEMENT
Every amendment to the Scope of Services shall become and is hereby made a part of this
Agreement. Amendments must be fully executed by both the CONSULTANT and CITY to be
valid.
REDUCTION IN REQUIRED SERVICES
If reductions in the required services are ordered by CITY,the credits shall be the amounts for such
services as described in subsequently executed Amendments to this Agreement,and no claim for
damages for anticipated profits shall accrue to the CONSULTANT.
DATE CHANGES
If in this Agreement specific periods of time for rendering services are set forth or specific dates by
which services are to be completed are provided and if such periods of time or dates are changed
through no fault of CONSULTANT,the rates and amounts of compensation provided for herein
shall be subject to equitable adjustment.
AGREEMENT MODIFICATIONS
This Agreement shall not be modified except by a duly executed Amendment hereto in writing
under the hands and seals of both parties hereto.
TIME OF COMPLETION
The time of completion shall be as described in the schedule attached hereto as Attachment D-
Schedule.
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This Agreement shall terminate immediately and absolutely at such time as appropriated and
otherwise obligated funds are no longer available to satisfy the obligations of the CONSULTANT
on behalf of the CITY under this Agreement. However,CONSULTANT will be compensated for all
work prior to termination of contract even if the CITY has obligated the funds to other projects.
PROJECT PROGRESS
CONSULTANT'S services and compensation under this Agreement have been agreed to in
anticipation of the orderly and continuous progress of the Project through completion.
LITIGATION
Nothing in this Agreement shall be construed as obligating the CONSULTANT to appear,support,
prepare,document,bring,defend or assist in litigation either undertaken or defended in behalf of
the CITY except in consideration of compensation. All such services required or requested of
CONSULTANT by the CITY except suits or claims between the parties to this Agreement will be
reimbursed as additional services.
BINDINGS
It is further agreed that the CITY and CONSULTANT each binds itself and themselves,its or their
successors,executors,administrators and assigns to the other party to this Agreement and to its or
their successors,executors and assigns in respect to all covenants of this Agreement. Except as
above,neither CITY nor the CONSULTANT shall assign,sublet or transfer its or their interest in
this Agreement without prior written consent of the other party hereto.
EXTENT OF THE AGREEMENT
This Agreement represents the entire agreement between CITY and CONSULTANT and
supersedes all prior negotiations,representations and agreements,either written or oral.
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REVISION DATE: June 2011
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DEFINITIONS
Wherever used in this Agreement,whether in the singular or in the plural,the following terms shall
have the following meanings:
Agreement Execution-means the date on which CONSULTANT executes and enters into an
Agreement with CITY to perform the Work.
Agreement Price-means the total monies,adjusted in accordance with any provision herein,
payable to the CONSULTANT under this Agreement.
CITY-means a legal entity AUGUSTA,Georgia,a political subdivision of the State of Georgia.
CONSULTANT-means the party or parties contracting directly with the CITY to perform Work
pursuant to this Agreement.
Contract-means the Agreement Documents specifically identified and incorporated herein by
reference.
Contract Time-means the period of time stated in this Agreement for the completion of the Work.
Subcontractor-means any person,firm,partnership,joint venture,company,corporation,or entity
having a contractual agreement with CONSULTANT or with any of its subcontractors at any tier to
provide a part of the Work called for by this Agreement.
Supplementalp p A Agreement-means g a written order to CONSULTANT signed by CITY and accepted
by CONSULTANT,effecting an addition,deletion or revision in the Work,or an adjustment in the
Agreement Price or.the Contract Time,issued after execution of this Agreement.
Task Order-means a written order specifying a Scope of Services,time of completion and
compensation limit for services being provided by CONSULTANT. Task Orders shall be
incorporated by reference as part of the Supplemental Conditions of this Agreement.
Work-means any and all obligations,duties and responsibilities,including furnishing equipment,
engineering,design,workmanship,labor and any other services or things necessary to the
successful completion of the Project,assigned to or undertaken by CONSULTANT under this
Agreement.
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CONTRACT DOCUMENTS
List of Documents
The Agreement,the General Conditions,the Attachments,and any Supplemental Agreements,
including Task Orders shall constitute the Agreement Documents(the"Agreement").
Conflict and Precedence
The Agreement Documents are complementary,and what is called for by one is as binding as if
called for by all. In the event there are any conflicting provisions or requirements in the component
parts of this Agreement,the several Agreement Documents shall take precedence in the following
order:
1. Agreement-Including Attachments
2. General Conditions
3. Supplemental Conditions-Including Task Orders
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GENERAL CONDITIONS
1. COMMENCEMENT OF WORK
The performance of services as defined in the Prime Agreement between CONSULTANT and the
CITY,and herein described in this Agreement as Attachment A shall be commenced upon receipt
by the CONSULTANT of a written Notice To Proceed.The effective date of services shall be
defined in the Notice To Proceed.
2. PROFESSIONAL STANDARDS
The standard of care for all services performed or furnished by CONSULTANT under this
Agreement will be the level of care and that is ordinarily used by members of CONSULTANT'S
profession practicing under similar conditions.
3. CHANGES AND EXTRA WORK
The CITY may,at any time,request changes in the work to be performed hereunder. All such
changes,including any increase or decrease in the amount of the CONSULTANT's compensation,
which are mutually agreed upon by and between the CITY and the CONSULTANT,shall be
incorporated in written Supplemental Agreements to the Agreement.
Changes that involve an increase in the compensation shall be considered major,and require the
approval of the CITY.
4. PERSONNEL •
The CONSULTANT represents that it has secured or will secure,at its
own expense,all personnel
necessary to complete this Agreement;none of whom shall be employees of,or have any
contractual relationship with,the CITY. All of the services required hereunder will be performed
by the CONSULTANT under its supervision,and all personnel engaged in the work shall be
qualified and shall be authorized or permitted under law to perform such services.
All key professional personnel,including subcontractors,engaged in performing services for the
CONSULTANT under this agreement are indicated in a personnel listing attached hereto as
Attachment C-Listing of Key Personnel and incorporate herein by reference. No changes or
substitution shall be permitted in the CONSULTANT's Key Personnel without the prior written
approval of the CITY or his designee.
The CONSULTANT shall employ only persons duly registered in the appropriate category in
responsible charge of supervision and design of the work. The CONSULTANT shall endorse all
reports,contract plans,and survey data. Such endorsements shall be made by a person duly
registered in the appropriate category by the Georgia State Board of Registration for Professional
Engineers and Land Surveyors,being in the full employ of the CONSULTANT and responsible for
the work prescribed by this Agreement.
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5. ACCURACY OF WORK
The CONSULTANT shall be responsible for the accuracy of the work and shall promptly correct
errors and omissions in its plans and specifications without additional compensation.The
CONSULTANT shall give immediate attention to these changes so there will be a minimum of
delay to others.
Acceptance of the work by the CITY will not relieve the CONSULTANT of the responsibility for
subsequent correction of any errors and the clarification of any ambiguities.
6. CONFIDENTIALITY
The CONSULTANT agrees that its conclusions and any reports are for the confidential use and
information of the CITY and that it will not disclose its conclusions in whole or in part to any
persons whatsoever,other than to submit its written documentation to the CITY,and will only
discuss the same with it or its authorized representatives. Upon completion of this Agreement
term,all documents,drawings,reports,maps,data and studies prepared by the CONSULTANT
pursuant thereto shall become the property of the CITY and be delivered thereto.
Articles,papers,bulletins,reports,or other materials reporting the plans,progress,analyses,or
results and findings of the work conducted under this Agreement shall not be presented publicly or
published without prior approval in writing of the CITY.
It is further agreed that if any information concerning the PROJECT,should be released by the
CONSULTANT without prior approval from the CITY,the release of same shall constitute grounds
for termination of this Agreement without indemnity to the CONSULTANT,but should any such
information be released by the CITY or by the CONSULTANT with such prior approval,the same
shall be regarded as public information and no longer subject to the restrictions of this Agreement.
7. OPEN RECORDS
CONSULTANT acknowledge that all records relating to this Agreement and the services to be
provided under the contract may be a public record subject to Georgia's Open Records Act
(O.C.G.A.§50-18-70,et seq.). CONSULTANT shall cooperate fully in responding to such request
and making all records,not exempt,available for inspection and copying as provided by law.
8. JURISDICTION
The law of the State of Georgia shall govern the CONTRACT between CITY and CONSULTANT
with regard to its interpretation and performance,and any other claims related to this agreement.
All claims,disputes and other matters in question between CITY and CONSULTANT arising out of
or relating to the Agreement,or the breach thereof,shall be decided in the Superior Court of
Richmond County,Georgia. The CONSULTANT,by executing this Agreement,specifically
consents to jurisdiction and venue in Richmond County and waives any right to contest the
jurisdiction and venue in the Superior Court of Richmond County,Georgia.
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9. TERMINATION OF AGREEMENT FOR CAUSE
If through any cause,the CONSULTANT shall fail to fulfill in a timely and proper manner its
obligations under this Agreement,or if the CONSULTANT shall violate any of the covenants,
agreements or stipulations of this Agreement,CONSULTANT will be given the opportunity to
commence correction of obligation within 5 days of written notice and diligently complete the
correction thereafter. Failure to maintain the scheduled level of effort as proposed and prescribed,
or deviation from the aforesaid schedule without prior approval of the CITY,shall constitute cause
for termination.The CITY shall thereupon have the right to terminate this Agreement by giving
written notice to the CONSULTANT of such termination,and specifying the effective date thereof,
at least five(5) days before the effective date of such termination. In such event,all finished or
unfinished documents,maps,data,studies,work papers and reports prepared by the
CONSULTANT under this Agreement shall become the property of the CITY,and the
CONSULTANT shall be entitled to receive just and equitable compensation for any satisfactory
work completed on such documents,as mutually agreed by the CITY and CONSULTANT.
10. TERMINATION FOR CONVENIENCE OF THE CITY
The CITY may terminate this contract in part or in whole upon written notice to the
CONSULTANT. The CONSULTANT shall be paid for any validated services under this Contract
up to the time of termination.
11. COORDINATION AND COOPERATION WITH OTHER UTILITIES AND
CONSULTANTS
CONSULTANT shall thoroughly research all utility records to identify the existing facilities on the
submitted roadway plans for avoidance,or resolution,of conflicts with the proposed Scope of
Services.
If the CITY undertakes or awards other contracts for additional related work,the CONSULTANT
shall fully cooperate with such other CONSULTANTs and the CITY employees or appointed
committee(s),and carefully fit its own work to such additional work as may be directed by the
CITY. The CONSULTANT shall not commit or permit any act which will interfere with the
performance of work by any other CONSULTANT or by CITY employees.
12. COVENANT AGAINST CONTINGENT EFTS
The CONSULTANT warrants that no person or selling agency has been employed or retained to
solicit or secure this Agreement upon an agreement or understanding for a commission,
percentage,brokerage,or contingent fee,excepting bona fide employees or bona fide established
commercial or selling agencies maintained by CONSULTANT for the purpose of securing business
and that the CONSULTANT has not received any non-CITY fee related to this Agreement without
the prior written consent of the CITY. For breach or violation of this warranty,the CITY shall have
the right to annul this Agreement without liability or at its discretion to deduct from the Agreement
Price of consideration the full amount of such commission,percentage,brokerage or contingent fee.
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13. RESPONSIBILITY FOR CLAIMS AND LIABILITY
The CONSULTANT shall be responsible for any and all damages to properties or persons caused
by its employees,subcontractors,or agents,and shall hold harmless the CITY,its officers,agents
and employees from all suits,claims,actions or damages of any nature whatsoever to the extent
found to be resulting from the CONSULTANT,its subcontracts,or agent in the negligent
performance or non-performance of work under this Agreement. These indemnities shall not be
limited by reason of the listing of any insurance coverage.
14. INSURANCE
The CONSULTANT shall,at all times that this Agreement is in effect,cause to be maintained in
force and effect an insurance policy(s) that will ensure and indemnify the CITY against liability or
financial loss resulting from injuries occurring to persons or property or occurring as a result of any
negligent error,act,or omission of the CONSULTANT in performance of the work during the term
of this Agreement.
The CONSULTANT shall provide,at all times that this agreement is in effect,Worker's
Compensation insurance in accordance with the laws of the State of Georgia.
The CONSULTANT shall provide,at all times that this Agreement is in effect,Insurance with limits
of not less than:
A. Workmen's Compensation Insurance-in accordance with the laws of the State of Georgia.
B. Public Liability Insurance-in an amount of not less that One Million($1,000,000) Dollars for
injuries,including those resulting in death to any one person,and in an amount of not less than
One Million($1,000,000)Dollars on account of any one occurrence.
C. Property Damage Insurance-in an amount of not less than One Million($1,000,000)Dollars
from damages on account of an occurrence,with an aggregate limit of One Million($1,000,000)
Dollars.
D. Valuable Papers Insurance-in an amount sufficient to assure the restoration of any plans,
drawings,field notes,or other similar data relating to the work covered by the Project.
E. Professional Liability Insurance-in an amount of not less than One Million($1,000,000) Dollars
or an amount that correlates to the aggregate fee on the project should it exceed$1,000,000.
CITY will be named as an additional insured with respect to CONSULTANT's liabilities hereunder
in insurance coverage's identified in items(b)and (c).
The policies shall be written by a responsible company(s),to be approved by the CITY,and shall be
noncancellable except on thirty-(30)days'written notice to the CITY. Such policies shall name the
CITY as co-insured,except for worker's compensation and professional liability policies,and a copy
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of such policy or a certificate of insurance shall be filed with the Director at the time of the
execution of this Agreement.
15. PROHIBITED INTERESTS
15.1 Conflict of Interest:The CONSULTANT agrees that it presently has no interest and shall
acquire no interest,direct or indirect,that would conflict in any manner or degree with the
performance of its services hereunder. The CONSULTANT further agrees that,in the
performance of the Agreement,no person having such interest shall be employed.
15.2 Interest of Public Officials: No member,officer,or employee of the CITY during his tenure
or for one year thereafter,shall have any interest,direct or indirect,in this Agreement or the
proceeds thereof.
15.3 Employment of CITY's Personnel:The CONSULTANT shall not employ any person or
persons in the employ of the CITY for any work required by the terms of the Agreement,
without the written permission of the CITY except as may otherwise be provided for herein.
16. SUBCONTRACTING
The CONSULTANT shall not subcontract any part of the work covered by this Agreement or
permit subcontracted work to be further subcontracted without the CITY's prior written approval
of the subcontractor.
All subcontracts in the amount of$5,000 or more shall include,where possible,the provisions set
forth in this Agreement.
17. ASSIGNABILITY
The CONSULTANT shall not assign or transfer whether by an assignment or novation,any of its
rights,obligations,benefits,liabilities or other interest under this Agreement without the written
consent of the CITY.
18. EQUAL EMPLOYMENT OPPORTUNITY
During the performance of this Agreement,the CONSULTANT agrees as follows: (1)the
CONSULTANT will not discriminate against any employee or applicant for employment because
of race,creed,color,sex or national origin;(2)the CONSULTANT will,in all solicitations or
advertisements for employees placed by qualified applicants,receive consideration for employment
without regard to race,creed,color,sex or national origin; (3)the CONSULTANT will cause the
foregoing provisions to be inserted in all subcontracts for any work covered by the Agreement so
that such provision will be binding upon each subcontractor,provided that the foregoing provision
shall not apply to contracts or subcontracts for standard commercial supplies of raw materials.
19. DRUG FREE WORK PLACE
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CONSULTANT shall be responsible for insuring that its employees shall not be involved in any
manner with the unlawful manufacture,distribution,dispensation,possession,sale or use of a
controlled substance in the workplace. For purposes of the policy,"workplace" is defined as CITY
owned or leased property,vehicles,and project or client site. Any violation of the prohibitions may
result in discipline and/or immediate discharge.
CONSULTANT shall notify the appropriate federal agencies of an employee who has a criminal
drug statute conviction for workplace violation.
CONSULTANT may require drug or alcohol testing of employees when contractually or legally
obligated,or when good business practices would dictate.
20. ANTI-KICKBACK CLAUSE
Salaries of architects,drafters,engineer's,and technicians performing work under this Agreement
shall be paid unconditionally and not less often than once a month without deduction or rebate on
any account except only such payroll deductions as are mandatory by law. The CONSULTANT
hereby promises to comply with all applicable"Anti-kickback"laws,and shall insert appropriate
provisions in all subcontracts covering work under this Agreement.
21. AUDITS AND INSPECTORS
At any time during normal business hours and as often as the CITY may deem necessary,the
CONSULTANT shall make available to the CITY and/or audit representatives of the CITY for
examination all of its records with respect to all matters covered by this Agreement. It shall also
permit the CITY and/or representatives of the audit,examine and make copies,excerpts or
transcripts from such records of personnel,conditions of employment and other data relating to all
matters covered by this Agreement.
The CONSULTANT shall maintain all books,documents,papers,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 all reasonable times during the period of the Agreement,and for
three years from the date of final payment under the Agreement,for inspection by the CITY or any
reviewing agencies,and copies thereof shall be furnished upon request at cost plus 10%. The
CONSULTANT agrees that the provisions of this Article shall be included in any Agreements it
may make with any subcontractor,assignee,or transferee.
22. OWNERSHIP,PUBLICATION,REPRODUCTION AND USE
All documents and materials prepared as an instrument of service pursuant to this Agreement are
the property of the CITY. The CITY shall have the unrestricted authority to publish,disclose,
distribute,and otherwise use,in whole or in part,any reports,data,maps,or other materials
prepared under this Agreement without according credit of authorship. The CITY shall hold
harmless the CONSULTANT against all claims arising out of such use of documents and materials
without the CONSULTANT's knowledge and written consent.
23. VERBAL AGREEMENT OR CONVERSATION
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No verbal agreement or conversation with any officer,agent,or employee of the CITY,either
before,during,or after the execution of this Agreement,shall affect or modify any of the terms or
obligations herein contained,nor shall such verbal agreement or conversation entitle the
CONSULTANT to any additional payment whatsoever under the terms for this Agreement. All
changes to this Agreement shall be in writing and appended hereto as prescribed in Article 3 above.
24. INDEPENDENT CONTRACTOR
The CONSULTANT shall perform the services under this Agreement as an independent contractor
and nothing contained herein shall be construed to be inconsistent with this relationship or status.
Nothing in this Agreement shall be interpreted or construed to constitute the CONSULTANT or
any of its agents or employees to be the agent,employee,or representative of the CITY.
25. NOTICES
All notices shall be in writing and delivered in person or transmitted by certified mail,postage
prepaid. Notices shall be addressed as follows:
CITY: CONSULT
ADMINISTRATOR c&e.
AUGUSTA,GEORGIA
530 Greene Street Steve Lavinder,PE
Augusta,GA 30911 Business Vice President
Copy to:
DIRECTOR
AUGUSTA UTILITIES DEPARTMENT
360 Bay Street,Suite 180
Augusta,GA 30901
26. TEMPORARY SUSPENSION OR DELAY OF PERFORMANCE OF CONTRACT
To the extent that it does not alter the scope of this agreement,Augusta,GA may unilaterally order
a temporary stopping of the work,or delaying of the work to be performed by CONSULTANT
under this agreement.
27. DEFECTIVE PRICING
To the extent that the pricing provided by CONSULTANT is erroneous and defective,the parties
may,by agreement,correct pricing errors to relied the intent of the parties.
28. SPECIFIED EXCUSES FOR DELAY OR NON-PERFORMANCE
CONSULTANT is not responsible for delay in performance caused by hurricanes,tornadoes,
floods,and other severe and unexpected acts of nature.In any such event,the contract price and
schedule shall be equitably adjusted.
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29. HOLD HARMLESS
Except as otherwise provided in this agreement,CONSULTANT shall indemnify and hold
harmless Augusta,GA,and its employees and agents from and against all liabilities,claims,suits,
demands,damages,losses,and expenses,including attorneys'fees,arising out of or resulting from
the negligent performance of its Work.
30. GEORGIA PROMPT PAY ACT NOT APPLICABLE
The terms of this agreement supersede any and all provisions of the Georgia Prompt Pay Act.
31. RIGHT TO INSPECT PREMISES
Augusta,Georgia may,at reasonable times,inspect the part of the plant,place of business,or work
site of CONSULTANT or any subcontractor of CONSULTANT or subunit thereof which is
pertinent to the performance of any contract awarded or to be awarded by Augusta,Georgia.
32. E-VERIFY
All contractors and subcontractors entering into contracts with Augusta,Georgia for the physical
performance of services shall be required to execute an Affidavit verifying its compliance with
O.C.G.A. §13-10-91,stating affirmatively that the individual,firm,or corporation which is
contracting with Augusta,Georgia has registered with and is participating in a federal work
authorization program.All contractors and subcontractors must provide their E-Verify number and
must be in compliance with the electronic verification of work authorized programs operated by
the United States Department of Homeland Security or any equivalent federal work authorization
program operated by the United States Department of Homeland Security to verify information of
newly hired employees,pursuant to the Immigration Reform and Control Act of 1986(IRCA),P.L.
99-603,in accordance with the applicability provisions and deadlines established in O.C.G.A. §13-
10-91 and shall continue to use the federal authorization program throughout the contract term.All
contractors shall further agree that,should it employ or contract with any subcontractor(s) in
connection with the physical performance of services pursuant to its contract with Augusta,
Georgia the contractor will secure from such subcontractor(s) each subcontractor's E-Verify number
as evidence of verification of compliance with O.C.G.A.§13-10-91 on the subcontractor affidavit
provided in Rule 300-10-01-.08 or a substantially similar form. All contractors shall further agree to
maintain records of such compliance and provide a copy of each such verification to Augusta,
Georgia at the time the subcontractor(s)is retained to perform such physical services.
33. LOCAL SMALL BUSINESS LANGUAGE
In accordance with Chapter 10B of the AUGUSTA,GA.CODE,Contractor expressly agrees to
collect and maintain all records necessary to for Augusta,Georgia to evaluate the effectiveness of its
Local Small Business Opportunity Program and to make such records available to Augusta,
Georgia.The requirements of the Local Small Business Opportunity Program can be found at
www.augustaga.gov.In accordance with AUGUSTA,GA.CODE§1-10-129(d)(7),for all contracts
where a local small business goal has been established,the contractor is required to provide local
small business utilization reports.Contractor shall report to Augusta,Georgia the total dollars paid
to each local small business on each contract,and shall provide such payment affidavits,regarding
payment to subcontractors as may be requested by Augusta,Georgia.Such documents shall be in
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the format specified by the Director of minority and small business opportunities,and shall be
submitted at such times as required by Augusta,Georgia. Failure to provide such reports within the
time period specified by Augusta,Georgia shall entitle Augusta,Georgia to exercise any of the
remedies set forth,including but not limited to,withholding payment from the contractor and/or
collecting liquidated damages.
34. ACKNOWLEDGEMENT
"Consultant acknowledges that this contract and any changes to it by amendment,modification,
change order or other similar document may have required or may require the legislative
authorization of the Board of Commissioners and approval of the Mayor.Under Georgia law,
Consultant is deemed to possess knowledge concerning Augusta,Georgia's ability to assume
contractual obligations and the consequences of Consultant's provision of goods or services to
Augusta,Georgia under an unauthorized contract,amendment,modification,change order or
other similar document,including the possibility that the Consultant may be precluded from
recovering payment for such unauthorized goods or services.Accordingly,Consultant agrees that
if it provides goods or services to Augusta;Georgia under a contract that has not received proper
legislative authorization or if the Consultant provides goods or services to Augusta,Georgia in
excess of the any contractually authorized goods or services,as required by Augusta,Georgia's
Charter and Code,Augusta,Georgia may withhold payment for any unauthorized goods or
services provided by Consultant.Consultant assumes all risk of non-payment for the provision of
any unauthorized goods or services to Augusta,Georgia,and it waives all claims to payment or to
other remedies for the provision of any unauthorized goods or services to Augusta,Georgia,
however characterized,including,without limitation,all remedies at law or equity."This
acknowledgement shall be a mandatory provision in all Augusta,Georgia contracts for goods and
services,except revenue producing contracts.
[SIGNATURES ON FOLLOWING PAGE]
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IN WITNESS WHEREOF,said parties have hereunto set their seals the day and year written below:
CITY: CONSULTANT:
AUGUSTA,GEORGIA( * CH2M HILL Engineers,Inc.
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DIRECTOR
AUGUSTA UTILITIES DEPARTMENT
360 Bay Street,Suite 180
Augusta,GA 30901
16 OF 25
REVISION DATE:June 2011
AU U$TA
CONSULTANT'S RESPONSIBILITIES
CONSULTANT,in order to determine the requirements of the Project,shall review the
information in Attachment A-Scope of Services.CONSULTANT shall review its understanding
of the Project requirements with CITY and shall advise CITY of additional data or services which
are not a part of CONSULTANT'S services,if any,necessary for design to begin.
PROJECT UNDERSTANDING
Upon request from the CONSULTANT,CITY may provide all criteria and full information as to
CITY's and CONSULTANT'S requirements for this part of the project,including design objectives
and constraints,space,capacity and performance requirements,flexibility and expendability,and
any budgetary limitations.CONSULTANT may request from the CITY to furnish data,reports,
surveys,and other materials that may be relied upon in performing CONSULTANT'S services.
REVIEW OF WORK
Authorized representatives of the CITY may at all reasonable times review and inspect the project
activities and data collected under the Agreement and amendments thereto. All reports,
drawings,studies,specifications,estimates,maps and computation prepared by or for the CITY
in association with this Agreement shall be subject to review.
The CITY may at any time request progress reports,prints or copies of any work performed
under this Agreement. Refusal by the CONSULTANT to submit progress reports and/or plans
shall be cause to withhold payment to the CONSULTANT until the CONSULTANT complies
with the CITY's request in the regard.
The CITY's review recommendations shall be incorporated into the plans by the CONSULTANT.
CONSULTANT'S INSURANCE
CONSULTANT will maintain throughout this AGREEMENT the following insurance limits as
specified in General Condition 14-Insurance.
17 OF 25 REVISION DATE: June 2006
Enh..0
CITY'S RESPONSIBILITES
CITY-FURNISHED DATA
CITY will provide to CONSULTANT all data in CITY's possession relating to CONSULTANT's
services on the PROJECT. CONSULTANT will reasonably rely upon the accuracy,timeliness,
and completeness of the information provided by CITY.
RIGHT TO ENTER
The CONSULTANT will notify all property owners or occupants of the intent to enter properties
for the purpose of accomplishing work in accordance with the practices of the CITY. The
CONSULTANT shall discuss with and receive approval from the CITY prior to sending notices of
intent to enter private property. Upon request by the CONSULTANT,the CITY will provide the
necessary documents identifying the CONSULTANT as being in the employ CITY for the
purpose described in the Agreement.
ADVERTISEMENTS,PERMITS,AND ACCESS
Unless otherwise agreed to in the Scope of Services,CITY will obtain,arrange,and pay for all
advertisements for bids;permits and licenses required by local,state,or federal authorities;and
land,easements,rights-of-way,and access necessary for CONSULTANT's services or PROJECT
construction.
TIMELY REVIEW
CITY will examine CONSULTANT'S studies,reports,sketches,drawings,specifications,
proposals,and other documents;obtain advice of an attorney,insurance counselor,accountant,
auditor,bond and financial advisors,and other consultants as CITY deems appropriate;and
render in writing decisions required by CITY in a timely manner.
PROMPT NOTICE
CITY will give prompt written notice to CONSULTANT whenever CITY observes or becomes
aware of any development that affects the scope or timing of CONSULTANT'S Services,or of any
defect in the work of CONSULTANT or construction contractors.
CITY'S INSURANCE
CITY will maintain property insurance on all pre-existing physical facilities associated in any way
with the PROJECT.
LITIGATION ASSISTANCE
The Scope of Services does not include costs of CONSULTANT for required or requested
assistance to support,prepare,document,bring,defend,or assist in litigation undertaken or
defended by CITY.All such Services required or requested of CONSULTANT by CITY,except for
suits or claims between the parties to this AGREEMENT,will be reimbursed as additional
services.
18 OF 25
REVISION DATE: June 2011
hUGV31:4
ATTACHMENT A- SCOPE OF SERVICES
PROJECT DESCRIPTION:
See attached CH2M proposal Strategic Asset Management Planning for Augusta, GA -Utilities
Department,RFP Item#17-207 with fee proposal and labor rate fee table,dated August 15,2017.
19OF25
REVISION DATE:June 2011
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ATTACHMENT B - COMPENSATION
The CITY shall compensate the CONSULTANT for services,which have been authorized by the
CITY under the terms of this Agreement.
The CONSULTANT may submit to the Cil'Y a monthly invoice,in a form acceptable to the CITY
and accompanied by all support documentation requested by the CITY,for payment for the
services,which were completed during the billing period. The CITY shall review for approval
said invoices. The CITY shall have the right to reject payment of any invoice or part thereof if not
properly supported,or if the costs requested or a part thereof,as determined solely by the CITY,
are unreasonably in excess of the actual phase of completion of each phase. The CITY shall pay
each such invoice or portion thereof as approved,provided that the approval or payment of any
such invoice shall not considered to be evidence of performance by the CONSULTANT to the
point indicted by such invoice,or of receipt of acceptance by the CITY of the service covered by
such invoice. The CITY shall pay any undisputed items contained in such invoices.
Each invoice shall be accompanied by a letter progress report describing the total work
accomplished for each phase and any problems,which have been encountered,which may inhibit
execution of the work. The CONSULTANT shall also submit an accurate updated schedule,and
an itemized description of the percentage of total work completed for each phase during the
billing period.
When the CITY authorizes the CONSULTANT to proceed with the work authorized in a Task
Order,it agrees to pay the CONSULTANT for work completed,on the basis of the standard
billing rates shown in Attachment B to the Contract of those principals and employees engaged
directly on the work.
Compensation for design services shall be invoices based on the sum of all actual costs incurred
in the performance of the work,including all direct,payroll,overall and profit cost in an amount
not-to-exceed the compensation set forth in the terms of the Agreement or any authorized Task
Order.All invoices submitted by the CONSULTANT shall be detailed to reflect incurred
expenses,labor hours and costs by authorized Task.
Overtime may be performed at the discretion of the CONSULTANT,but the premium time
portion of the overtime will not be billed to the CITY unless the CONSULTANT has requested
acceleration of the scheduled work in writing.
20 OF 25
REVISION DATE: June 2011
auwsrt
:1 list
47,
ATTACHMENT C- LISTING OF KEY PERSONNEL
CONSULTANT shall provide qualified personnel to perform its work. The list of key personnel
below,including a designated Program Manager will not change or be reassigned without the
written approval of the CITY. Those personnel committed for this work are as follows:
Teresa Crisp,PE Program Manager
J.D. Solomon,PE Technical Director
Janeane Giarrusso Asset Management Consultant
21 OF 25
REVISION DAZE:June 2011
(3\
ATTACHMENT D - SCHEDULE FOR PERFORMANCE
See attached CH2M proposal Strategic Asset Management Planning for Augusta, GA -Utilities
Department,RFP Item#17-207 with fee proposal and labor rate fee table,dated August 15,2017.
22 OF 25
REVISION DATE: June 2011
�
1
{AP..
CONSULTANT SERVICES
As a part of this Agreement the CONSULTANT agrees to furnish the following checked items
(CONSULTANT to initial in the space provided acknowledging responsibility to furnish said
item).
Prior to Authorization To Proceed:
04 Detailed Scope of Services based upon Schedule A of this Agreement to be submitted
with Cost Proposal dearly defining the CONSULTANT'S understanding of the project
limits,design objectives and CONSULTANT'S services to be provided.
0 Cost Proposal that will include cost of surveying,design,preparation of construction
plans and specifications,and other services requested in the CITY's Request for
Proposal.
O Schedule for submittal of review documents at 30%,60%,and 90%completion;and
final documents.
Prior to submitting 30%review documents:
❑ Locate all existing utilities using available information collected by the CONSULTANT.
The CITY will furnish available information on water and sewer locations however the
CONSULTANT must verify to CITY'S satisfaction.
❑ Provide CITY with information on the project site(s),including the following.
• Past and present use of the land(specifically identify any landfilling activities in
the area);identify any nearby designated wetlands
• Soil type(s)
• Boring results when required by CONSULTANT for new facilities or where depth
of line and existing site conditions warrant.
• Brief description of the area(e.g.,residential,commercial,industrial)including
general slope of the land,and whether trees,signs,etc.will be in conflict with the
new facilities. Include number of properties affected and number of easements
required with property owners identified
• Identification of potential problems in meeting design objectives.
❑ Site Plan(If Required)
Throughout project:
❑ Prepare printed responses to comments received from the CITY following reviews.
❑ Provide the necessary plats for easement acquisition and DOT/other permit
application.
❑ Prepare Public Works/DOT/Other permit applications for signature by the CITY.
❑ Prepare and submit plans to EPD for review and approval when required.
23 OF 25
REVISION DATE:June 2011
*Pr
Pt
0 Prepare plans and specifications,using Augusta Utilities Design Standards and
Specifications(latest version). Specifications must mirror that provided by the CITY.
❑ Prepare construction cost estimates at each review stage,30%,60%,90%,and with the
submittal of Final documents. Provide cost breakdown for any items to be lump sum in the
construction contract.
Upon completion of design:
❑ Coordinate with the City Procurement Department to advertise the project.
❑ Fax bid information to CITY.
❑ Attend the Pre-Bid Meeting as a technical reference to the CITY.
❑ Prepare letter of recommendation for award of the contract.
0 Develop conformed contract documents and forward to the CITY for execution.
0 Attend the pre-construction meeting as a technical reference to the CITY.
❑ Provide clarification related to the plans/specifications throughout design and
construction.
❑ Provide record drawings at completion of the project electronically,per the Utilities
Design Standards and Specifications (latest version).
❑ Provide Services During Construction as follows:
• Attend project meetings as scheduled by the CITY
• Recommend design changes as field conflicts arise(site visits may be required)
• Review and approval of pay requests from the construction Contractor(line of
communication will be construction contractor to resident observer to
CONSULTANT to CITY)
• Provide clarification of plans and specifications throughout construction
• Revise/update plans and/or easement plats as changes occur that require
resubmittal to DOT/other agencies.
AUGUSTA UTILITIES DEPARTMENT CONSULTANT
BY; 1424A•!J. [2Z
BY:
EL.,...Z.
PRINTED NAME: ram D• W jl►O v1 e i2,.Y` PRINTED NAME: Steve Lavinder,PE
TITLE: DIRECTOR TITLE: Business Vice President
DATE: 3/t.i le
o DATE: 3/7 12 0/
24 OF 25 REVISION DATE:June 2011
AUCUM
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ADDITIONAL SERVICES:
1. Revisions to the plans/contract documents to extend the limits of the project after this
AGREEMENT has been executed by the CITY.
2. Revisions due to incorrect locations of existing utilities by the CONSULTANT(i.e.,correct
location given by CITY,incorrectly marked on plans by engineer)will be the responsibility of
the CONSULTANT. Other revisions required by the CITY,DOT,EPD,or other government
agency at their request will be considered an additional service.
3. Out-of-town meetings or conferences required of the CONSULTANT by the CITY.
4. Other not described above,as approved by the CITY.
NOTE:
It is the responsibility of the CONSULTANT as contracted by the CITY to provide professional surveying and engineering services. It
is expected that such professionals will operate in a manner which assures the interests of the common welfare,rather than in a
manner which promotes their own financial gain. It is expected that such professionals will act as a faithful agent for the CITY as a
client. It is the duty of the CONSULTANT to protect the safety,health and welfare of the public in the performance of their
professional duties.
25 OF 25 REVISION DATE: June 2006
41
0
Technical Proposal - CO-?)Y
Strategic Asset Vanagement_
.
. Planning for Augusta
• , GA - Utilities
• Department
•
• RFP Item # 17-207
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, t\u{:,,Li5t 152017
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Augusta Procurement Department
Attn:Geri A.Sams,Director of Procurement
535 Telfair Street,Room 605
Augusta,GA 30901
August 15,2017
Subject: Request for Proposal for Strategic Asset Management Planning for Augusta Utilities Department
(REP Item#17-207)
Dear Members of the Augusta Utilities Selection Committee,
CH2M is pleased to submit our qualifications to partner with Augusta Utilities Department(AUD)to
form a comprehensive strategic asset management plan(SAM?)for water and wastewater systems
operations,maintenance and capital improvements.Ranked by Engineering News-Record(ENR)as the
#1 wastewater firm and#2 water firm in the country,CH2M offers AUD the following distinct benefits:
Teresa Crisp,our contract manager is passionate about the success of AUD and has partnered with
AUD on projects for over 15 years.Teresa is supported by extensive global experts in Asset
Management who have co-authorized extensive guidelines and manuals bringing lessons learned
and best practices to the AUD program.
A team that not only understands water utility management issues but also has extensive
knowledge of maintenance and facility operations ensuring a plan that is truly implementable by all
elements of the utility.
c A proven track record of partnering with utilities to define and implement strategies to maximize
the investment in assets,minimize life cycle cost,effectively manage risk and ensure continuity of
levels of service as business drivers change:
Our team offers a proven approach that is tailored to meet Augusta's specific needs and developed in a
way to receive buy-in and ownership by the AUD team,We are fully committed to partnering with AUD
to prepare this SAMP.Contract Manager,Teresa Crisp,PE,will serve as your primary point of contact to
ensure that the contract will remain on budget and on schedule while addressing all of Augusta's needs.
Teresa can be contacted at 678.530.4221(office),770.366.7242(mobile),or Teresa.CrispC>CH2M.corn
for any further information or assistance.
Sincerely,
CH2M HILL Engineers,Inc.
Steve Lavinder,PE
Teresa Crisp,PE
Regional Vice President Client Service Manager/Contract Manager
s
Contents
Section
Page
A Executive Summary A-1
B Experience i3-1
C Financial Responsibility C-1
D Project Management,Key Personnel&Staff,and Organizational Qualifications D-1
D.1 Key Individuals/Organization Chart/Resumes 0-1
D.2 Relationships Among Key Personnel 0-1
E Approach,Understanding,and Capabilities E-1
E.1 Task 1:Team Chartering E-2
E.2 Task 2:Best Practices
E-2
E.2.1 Coordination of Peer Exchange(Optional) E-2
E.2.2 Best Practice Workshop E-3
E.3 Task 3:Gap Analysis E-3
E.3.1 Gap Analysis Interview/Workshops E-3
E.3.2 Gap Analysis Workshop E-4
E.3.3 Data Analysis and Results Workshop E-4
E.4 Task 4:Draft Assessment Report E-5
E.5 Task 5: Final SAMP and Roll-out E-6
E.5.1 Implementation Roll-out Workshop E-6
E.5.2 Pilot SOAP Analysis(optional) E-6
F Quality Control,Quality Assurance,and Scheduling F-1
F.1 Quality Control and Quality Assurance F-1
F.2 Schedule
F-2
Appendices
A SOAP Poster
B Required Forms
Exhibits
B-1 Selected Asset Management Projects B-3
D-1 Organization Chart D-2
F-1 Draft Project Schedule F-2
SL0608170950ATI
I.
SECiION A
Executive Summary
CH2M is a global leader in developing Asset Many utilities spend too much time and
Management(AM)programs for water/ resources answering the first three questions
wastewater utilities.We offer a proven team yet the last four are most important for a viable
with extensive expertise in Strategic Asset system.Practical experience and a risk-based
Management having participated in the approach are essential to finding the balance
development of several industry standards and and doing the right things at the right time.
manuals.Our team takes pride in partnering
with our clients to achieve measurable results CH2M will work closely with AUD to evaluate
and develop award winning programs. the primary focus areas of the SAMP such as
organizational readiness,CMMS database
management,work management,maintenance
1
,., 1 and reliability,inventory management and how
the utility tracks metrics and performance.
CH2M will then perform a gap analysis
,t comparing AUD to best practices.Finally,
leb *r7: CH2M will document findings and
--`- recommendations in a SAMP.
MF+ AUD plans to develop a SAMP for the entire
utility. However,AUD is somewhat unique as
they own and operate the water/wastewater
Capital Mull
Straka , utilities at Ft.Gordon.Properly managing and
' tracking the R&R is a key element of that
50-year contract.We will work with you on
standardizing the SAMP across the organization
CN2M is a leader in the development and application of while documenting any uniqueness of the
AM practices. We authored,or were major contributors to, Ft.Gordon operations.
several leading publications on AM specifically related to
its application in the water utility sector.
A successful Strategic Asset Management Plan
(SAMP)must effectively define implementable
strategies to maximize the investment in assets,
minimize life cycle cost,effectively manage risk, -
and ensure continuity of levels of service as —
business drivers change. ,
The complexities of managing your assets can
be broken into 7 basic questions: imonall IN
1. What do we own? Gwinnett County Department of Water Resources
2. What is it worth? recipients of the Uptime Asset Management Award
3. What condition is it in? Our SAMP will be designed to lay the
4. What is its useful life? foundation of the asset management program
S. Do we need renewal &replacement(R&R)? outlining tactical actions that are recommended
6. When do we need R&R? to achieve the desired goals.
7. How do we pay for it?
SL0608170950ATL
A-1
ION
the Augusta Utilities Department.Our experience
Experience with performing hundreds of AM assessments and
developing implementation programs is closely
Since 1946,CH2M has operated by four core aligned with the practical experience of successful
values identified by our founders:take care of our client-side implementations and the 200 water
and wastewater systems that we serve as contract
clients,deliver great work,do right by our
employees,and stay true to our integrity and operators.Our team offers an unmatched
honesty.With over 40 years of serving Georgia approach to our AM projects by coupling experts
clients out of our Atlanta office,we currently have who have written the books on AM with our
over 550 staff throughout Georgia.These local maintenance and operations staff.
resources can rely on a global unmatched bench We believe that to truly develop a strategic plan,
strength of experts in strategic consulting for it has to be valuable to the utility and
water utilities. implementable by the staff.We have a reputation
for tailoring each AM plan so that it is
= .y implementable within the individual client
top Program Management organization. CH2M offers clients advanced tools
and top Environmental firm and approaches to meet asset monitoring,
for over a decade. reporting,and performance improvement needs.
Our approach is grounded on providing scalable
ENR Ranks Top Design Firms: and phased solutions that are best fit to your
CH2M • Sewer/Wastewater utility and scope of
• 'Pure"Designers operations.We focus (p WORLD'S
�MO+� T *+a
• Sewerage&Solid Waste on balancing long-
including
ETHICAL
• Wastewater Treatment Plants term strategies, N COMPAMIEs`
• Sanitary&Storm Sewers including bV
(h 7016J ENR pub'tWhs • Semiconductor Plants endorsement and
II. Natnte.ICI. knowledge transfer
Top Environmental Firms:
within each utility,with short-term wins and
• Constiting/Studies resource savings.
• Eng(neenng/Des+gn Sound Financial Approach to AM While Balancing
• CM/PM Risk
• Federal Clients
We regularly work to develop long-term asset
For 70 years,CH2M has spurred and led AM R&R forecasts,perform business case evaluations
practice improvements in engineering,operations (BCEs)to assist in developing capital projects,
and management(O&M),and consulting to conduct criticality assessments and perform
optimize processes,performance,and capital improvement plan(CIP)prioritization.
Crucial to our approach is the use of the risk-
sustainability practices in water and wastewater, based AM prioritization methodology tailored to
and other industries worldwide.
your utility.Two of our key team members have
We work in partnership with our clients to developed a methodology called Solomon Oldach
achieve their vision at all levels of the Asset Prioritization(SOAP)that utilizes knowledge
organization.Our goal is to assist you in of the utility staff to efficiently make an initial
understanding and managing your assets more determination of risk of failure of infrastructure.
proactively,applying our specialized expertise so The SOAP method has successfully been used
you can better focus on the business of running
SL0608170950AT1 a-1
7i111. 4
. r�
SECTION 8—EXPERIENCE
across the nation.Appendix A provides an tools developed by our team that are easily
illustration of this method. adaptable by utility staff to supplement your
Our Thought Leaders in AM have Developed Many CMMS(Cityworks).The tools include gap
Industry Standards and Tools assessment and strategic planning tools,
operations and financial tools, resource loading
Our team members are established experts in the tools,condition assessment tools,risk models,
field and have extensively participated in and asset renewal and replacement models.
development of standards ranging from the
Water Research Foundation's(WRF's)Effective { `C
Utility Management(EUM)self-assessment tool
to the ISO 55000 Asset Management International
Standard,and writing the industry guidance
document Implementing Asset Management:
A Practical Guide.We also led the development of w I_
guidelines dating back more than a decade,such
as Avoiding Rate Shock(2004), Water
Infrastructure at a Turning Point: The Road to
CH2M developed the capital planning strategy manual for
Sustainable Asset Management(2006),and
Water Decision Support System and Implementing the water utility sector for American WRF.In 2016,we were
retained to update and enhance the manual.
Asset Management-A Practical Guide(2007),
Experience and Performance on Similar Contracts
also known as"the AM handbook,".
CH2M has assisted more than 300 organizations
CH2M developed many of the best practices
that culminated in the Effective Utility worldwide with strategic asset management
Management Initiative.We will use this programs.Our knowledge and experience is
experience to customize a plan for ALIO. recognized by our clients,as is seen in the quote
below.We offer you the same core team that has
CH2M has also led major water-industry asset successfully worked on numerous asset
benchmarking efforts.We have worked closely management services to multiple local
with the Water Services Association of Australia in communities throughout the southeast region.
2012 and 2015/2016 to survey and benchmark In Exhibit B-1,we have provided a table of
AM practices across North American water selected asset management projects,and as
utilities. In addition,in 2013 we partnered with requested in the RFQ,we have identified three
McGraw-Hill Construction to publish the Water relevant contracts to demonstrate sufficient
Infrastructure Asset Management SmartMarket experience and success of effectively developing
Report,a summary of research findings that and implementing a strategic asset management
described the current status of water plan for a water/wastewater utility of AUD's size.
infrastructure AM and trends for future adoption.
We have the breadth of resources necessary to Your assistance with asset management has
create a customized approach for AUD that is helped us to better understand and appreciate the
based on industry best practices and will meet the inter-relationships of all of these(initiatives)as
well as helped us to have a better understanding
Specific needs of your utility. of the tools and processes that can assist us."
Asset Management Tools NANCY GALLINARO,FORMER CHIEF OPERATING
Depending on the defined need,CH2M also has OFFICER,CAPE FEAR
the ability to implement various Microsoft Excel
B-2
SL0608170950ATL
—
SECTION B—EXPERIENCE
Exhibit B-1.Selected Asset Management Projects
ti
C� ' Y C E
C
'a t I i
na 1 u= �, 9I v Y 4 c
C
I
G' ti r- o C
a_ % n, ,, 'c �, oil G c —
•� - �n �' a y a < c -- E u •c
C
T.
Utility Populations More Than 300,000 Y c
Pro act ---- � � � vI u n rr O � � ti 1 ii
1 , Cheat v, a
AM Program Puerto Rico Aqueduct and Sewer 3 7M
Authority,San Juan,PR
AM Program Columbus DPU,OH 810K
AM Program Planning and Metro Sewer District of Greater 800K
Implementation Cincinnati,OH
AM Program City of Atlanta,GA 1.0M
AM Program Planning and Palm Beach County Water 1.4M
Implementation Utc ,FL
AM Planning and DC Water,Washington,DC 1.3M
Implementation
AM Program Tampa Bay Water,Clearwater,FL 2.3M
AM t and Effective Utility Best City of Raleigh,NC 500K
Practices
AM and Maintenance Gwinnet County,GA 850K
im avements
Utility Populations 50,000-300,000
AM Program Seminole County,FL 200K
AM Program Muncie MSD,Muncie,IN 80K
Comprehensive AM Program, Cape Fear Pubic Utility,Wilmington, 200K
Strategic Plan,IWRMP NC
AM Evakration,CMMS City of Sugar Land,TX 85K
Evaluation and Implementation
AM Program MPW,Mount Pleasant,SC 100K
AM Program Planning and Green Bay Water Utility,WI 1001
Implementation
AM Programs and SCADA City of Cocoa,FL ' 280K
Improvements
Comprehensive AM Plan and City of Portsmouth,VA 1001(
(MMS Piot
ComprehensiveAM Program OWASA,Chapel Hill,NC 85Kaid Implementation
IWRMP and StomhwaterAM Town of Cary,NC 220K
Disaster Recovery Program and Beaufort-Jasper Water and Sewer, 2201(
Collection System AM Program Bluffton,SC
_Comprehensive AM Program City of Rocky Mount NC 85C
AM Program PWC,Fayetteville,NC 2251 .
Utility Populatio.s Less Than 50,000
AM Program and CMMS Town of Clayton,NC 25K
Implementation
Water Infrastnxture Plan St Joseph,MI 8K -
AM Program and CMMS Town of Carolina Beech,NC 9K
Implementation
Disaster Recovery Preparation Hilton Head Pubic Service 25K '
and AM Improvements District#1,Hilton Head,SC
51.0608170950ATL
B-3
4- f
SECTION 8—EXPERIENCE
Asset Management Policy and Strategy organizational issues,and AM strategies and
Development,Gwinnett County,GA planning.
Description:CH2M assisted Gwinnett County We reviewed a number of Gwinnett County
Department of Water Resources(DWR)with reports to identify existing service levels,which
developing a vision for its AM program, service level
conducting a gap analysis of the existing program, indicators are Address&location of
and developing a prioritized action plan to enable reported,missing Responsible Office:
service level CH2M
DWR to fill the identified gaps. Embassy Row
indicators,and 6600 Peachtree Dunwoody Rd.
Project Highlights: assess the NE
0 AM Policy and Strategy Development usefulness of Building 4O0,Suite 600
m Asset Maturity Assessment existing service Atlanta,GA 30328
levels as a basis Client Reference:Clint Davis,
0 Data Review and Assessment Section Manager,678-376-6739
Service Level Review for AM planning. Role of Proposer:Prime
We facilitated an Contract Amount:$2.5M
Benchmarking assessment of Duration&Milestones:
Gap Analysis Gwinnett County Start-2010
F Action Plan Development
DWR's data End-Ongoing
)' SOAP management
using a data assessment template that was
CMMS Update completed by Gwinnett County staff.These
1 Reliability Centered Maintenance Training results were assessed and each dataset was
A Predictive Maintenance Assessment scored based on our interpretation of the
Scope: We facilitated an AM Visioning Workshop requirements for optimal AM practices.We then
with key Gwinnett County DWR staff to discuss assessed the importance of the dataset for AM
the concepts of AM policy,strategy,and planning and identified any specific gaps.These
objectives,and identify how these concepts align reviews produced several recommendations for
with the mission,vision,and goals of DWR.This additional service level indicators as well as
exercise resulted in the development of a Draft several specific improvements to datasets that
AM Policy and Strategy and formed the'Vision' will ultimately better support decision making
for the AM program.
regarding asset maintenance, rehabilitation,and i
replacement strategies.
As part of the gap analysis,an assessment of the
existing program was conducted,consisting of Following the reviews,CH2M developed a set of
interviewing DWR staff,reviewing existing AM initiatives for an Action Plan for the Asset
documentation(including the SAMP),reviewing Management Program Implementation that
existing service level indicators,and assessing the included a schedule for the implementation of the
AM data to identify data gaps.We also undertook recommended initiatives and proposals for
an initial asset maturity assessment of Gwinnett training GCDWR staff.CH2M has been working
County DWR using the SIMPLE SAM-GAP with GCDWR on several of the implementation
program,based on the Asset Management Plan strategies including updating their CMMS,
Assessment Process(AMPAP).This assessment providing reliability centered maintenance
covers seven areas:life cycle processes and training,development of BCEs,additional
practices,information systems,data and benchmarking and policy development.
knowledge, service delivery,people issues,
8-4
5L0608170950ATL
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1.
SECTION 8-EXPERIENCE
Comprehensive Asset Management,Orange The initial 2011 scope included performing a
formal AM evaluation and implementation plan.
Water& Sewer Authority,Orange County, NC
Based on the priorities established in that plan,
Description:CH2M was retained in 2011 to serve implementation occurred between 2011 and
as the comprehensive AM consultant for Orange 2014 including an
Water and Sewer Authority(OWASA).Located in evaluation of the Address&Location of
the Research Triangle Region and considered a vertical assets Responsible Office:
CH2M
progressive geography,OWASA's customer base (plants, reservoirs, 3120 Highwoods Blvd.,Suite 214
is mixed between the more affluent areas around pump stations), Raleigh,North Carolina 27604
Chapel Hill and more economically challenged CMMS,business Client Reference:Mary Darr,PE,
areas in and around Carrboro.UNC-Chapel Hill process mapping Director of Engineering
and UNC Hospitals serve as the primary economic and O&M process 919.537.4246
Role of Proposer;Prime
drivers to the geography and to OWASA. improvements,asset contract Amount:$1.4M
The utility ranks among the top three utilities in registry updates and Duration&Milestones:
North Carolina in terms of rates and fees,and was revisions, Start:2011
searching in part to validate the rates and fees development of an Completion:Ongoing
with levels of service as well as to achieve enterprise risk
efficiencies and effectiveness in their overall model,condition assessments,CIP prioritization,
operations. development of a new financial asset renewal and
Project Highlights: replacement model for,and the determination of
O&M budgeting practices.By 2014,OWASA had
P Conducted utility-wide field condition established its internal AM program and related
assessments of over 2,000 assets staff. In 2015,2016,and 2017,OWASA continues
P Produced immediate gap closures,including to retain CH2M for special asset management
CMMS enhancements assignments such as updates to the R&R model,
P Conducted an enterprise-wide AM needs updates to the CIP prioritization tool, root cause
assessment including evaluating existing failure analysis,and currently a comprehensive
policies and procedures,developing new ones risk mitigation program for its major facilities.
for AM,and developing a SAMP Scope tasks include:
Scope:OWASA includes full-service water and
wastewater services including water treatment, CMMS Needs Assessment
water distribution,wastewater treatment, k Asset Hierarchy Review
wastewater collection,and reuse water to major P' Asset Inventory Review
industrial customers.OWASA also owns and 0 Workflow and Standard Operating Procedure
operates two reservoirs. (SOP)Development
a Risk Assessment
Condition Assessments
P Project Prioritization
SL0608170950ATL
8-5
t•-- �.a _._�.. ._. i
rink
SECTION B—EXPERIENCE
One of the primary outcomes was the ability to
Asset Management Program, Mount Pleasant develop maintenance strategies and a new
Waterworks(MPW),Mt. Pleasant,SC preventative maintenance program.Resources for
Description:MPW is a full-service water and the development of the program are limited,and
wastewater utility,with two water reclamation similar to most
facilities,three reverse osmosis water treatment medium-and small- Address&location of
sized utilities,there Responsible office:
plants,a collection system,distribution systems, CH2M
are limited resources 3120 Highwoods Blvd.,Suite
three aquifer storage and recovery wells,and a
finished water interconnection with the City of during 214
implementation that Raleigh,North Carolina 27604
Charleston.The utility serves approximately
100,000 people. can keep the Client Reference:Clay Duffle,
General Manager,
program sustainable. 843,971.7501
The project is highlighted as an example of a Therefore,the Role of Proposer.Prime
highly successful,comprehensive, integrated AM program must be Contract Amount:$1.0.4
program for a full-service,Southeast,coastal developed with a Duration&Milestones:
utility.As a medium-sized utility with a regulatory solid technical Start:2003
driver, MPW required that the AM program Completion:Ongoing
foundation while,at -
produce tangible,measurable results at all times. the same time,it must be practical and optimized
Project Highlights: from the beginning.The scope of the reliability
assessment completed for the collection system
Original top-down AM program assessment and
implementation started in 2004 included:1)the ability to estimate of the overall
Program originally targeted to provide reliability of the existing system;2)a criticality
assessment of the pump stations within this system;
information to commissioners for establishing a 3)a criticality assessment of the key components of
formal R&R program,establishing an AM major pump stations;4)the application of criticality
culture among MPW staff,and ensuring that scores to the major assets within the system;and
the utility was spending the right money,on the 5)guidelines for revision of the current preventative
right things,at the right time maintenance program for upload into Maximo.
► Current scope includes Workforce Development
Program tied to AM and 28 functions of the CH2M originally engaged in a long-term project to
utility,as well as updating/optimizing collection assist MPW in preserving its infrastructure by ensuring
system preventative maintenance program that adequate and timely funding is provided for long-
range renewal needs.The first 4-year phase of the
Scope of Work: project,now completed,included:an initial AM
Reliability is an essential component of effectively assessment;development of a comprehensive AM
managing a water and wastewater utility.MPW implementation plan(including physical,financial,
information,and human assets);re-definition and
desired a better,faster,cheaper way to
incorporate reliability into its maintenance integration of the CMMS,financial,and GIS systems;
program and overall AM program.CH2M was in workflow analysis and business process mapping;a
condition assessment of treatment assets;the use of a
the process of developing such an approach and
desired a way to make it more scalable to medium- computer model(ICAM)to project future condition
and small-sized utilities.The two collaboratively and risk;a top-down assessment of physical assets,
worked together to pilot the approach on one along with investment alternatives to maintain
major collection system basin,and then applied selected conditions and risks over time;a review of
the process successfully to the entire collection the staff training program;and organization
system,which contains 160 pump stations. assessment and succession planning.
B-6 i
SL0608170950ATL
SECT}ON C
Financial Responsibility
Per the RFP instructions, Financial and
Insurance information will be made available to
AUD upon request.
CH2M's insurance coverages meet the
requirements set forth in the RFP.
SL0608170950ATL G1
SECTION 0
Project Management, Key Personnel & Staff,
and Organizational Qualifications
Di Key Individuals/ D.2 Relationships Among
Organization Chart/ Key Personnel
Resumes Teresa Crisp, our Contract Manager is passionate
about the success of AUD and has partnered with
Our team is client-focused with the expertise to AUD on projects for over 15 years.Teresa is
be able to partner with you to customize the supported by extensive global experts in AM who
program to best suit your needs.Our Atlanta have co-authored numerous AM guidelines and
team has a strong AM Manager in Teresa Crisp manuals bringing lessons learned and best
who will serve as the Contract Manager with practices to the AUD program.We are providing a
Scott Todd as the Principal in Charge for delivery. team that not only understands management
Teresa's Contract Team consists of JD Solomon, issues but also has extensive knowledge of
John Fortin,Janeane Giarrusso,Jim Oldach,and maintenance and facility operations ensuring a
Kathryn Benson.The team has worked together plan that is truly implementable by all elements of
before and has a strong, proven effective the utility.JD Solomon, our Technical Director,
approach to support AUD.Our integrated process has worked closely with all members of the team
builds upon solid technical skills and relevant and will work closely with Teresa to ensure the
project experience that will lead to project right technical support person is assigned for each
success and provide focused support on AUD's element of the project.
SAMP vision for the overall contract.The process
is based on a proven methodology—used
successfully to support contracts with numerous
water/wastewater utilities.
In Exhibit D-1,CH2M has provided an
organization chart that identifies the key
personnel for the contract.
Per the RFP,CH2M has provided resumes of the
key personnel,directly following the organization
chart,of those who will be directly supporting the
contract.
SL0608170950ATL D-1
i
�.. T 4-11'
SECTION 0—PROJECT MANAGEMENT,KEY PERSONNEL&STAFF,AND ORGANIZATIONAL QUALIFICATIONS
Exhibit D-1.Organization Chart
GROR I: I A
Augusta Utilities Department
Project Manager
Principal-in-Charge
Contract Manager Scott Todd,PE*
Teresa Crisp,PE 'Non Key Personnel
�1
Technical Director Key Resources
J.D.Solomon,PE Best Practices
John Fortin,LEEDAP,RCM II
Maintenance Evaluation/Asset
I• . .,
James Oldach,CMRP,RCM II
Business Process/Workflow
Janeane Giarrusso
Cityworks Integration/Workflow
Kathryn Benson,PE,CMRP
0-2
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SECTION D-PROJECT MANAGEMENT,KEY PERSONNEL&STAFF,AND ORGANIZATIONAL QUALIFICATIONS
system.CI-12M was instrumental in bringing
Teresa CI-HD, P E, Contract private funding to pay for the pilot study.
Manager r Project Manager;Spatial Asset Management
of Vertical Assets Research,Gwinnett
Relevant Experience: Experience:21 years County,GA.Project is evaluating 2-D and 3-D
Focused on client options to support AM strategies at WTP and
management,Teresa Education. WWTPs.
Crisp is a senior civil MS,Civil Engineering
engineer with BS,Civil Engineering, F Project Manager,Asset Inventory and
Georgia Institute of Maximo Implementation;
technical expertise in Technology Gwinnett County,
water-related planning GA.Large-scale asset inventory project at
and conceptual design, Registrations: treatment facilities to update the CMMS.This
AM,business process- Professional Engineer:GA project included analyzing Maximo data to
related studies, determine deficiencies and collecting missing
permitting,and land data.The project also included identifying
planning.Teresa has a spare parts for critical assets.
history of identifying ways to save her clients time t Project Manager;GCOWR;Warehouse
and money.She listens to her clients and Optimization;Gwinnett County,GA. Business
communicates well to her team ensuring the right process study of warehouse operations for
solution is brought in a timely manner. GCDWR and the implementation of
Teresa has experience in policy development,and recommendations to increase efficiencies.
has developed the skill to analyze internal and The project included improving work flow,
external business processes,evaluate gaps,and rearranging the inventory, purging inventory
propose effective solutions for her clients. and creating SOPs.
Recent Relevant Projects: i Project Manager/Technical Lead;Augusta
I* Task Lead;AUD;Fort Gordon Wastewater Utilities;Fort Gordon Redetermination;
Augusta-Richmond County,GA.Augusta
Model Update,Augusta,GA.Project includes Utilities holds 50-year contract to own and
updating the hydraulic model to reflect operate water and wastewater assets on
current conditions and accessing capacity for Fort Gordon. Led technical effort to
future growth. determine what assets were not included in
Ir Project Manager;GCDWR;Reliability current contract with federal government and
Centered Maintenance/Predictive value of those assets.Value determined was
Maintenance,Gwinnett County,GA.Teresa for repair and replacement of additional
is project manager of a team conducting RCM assets as well as operation and maintenance
training and predictive maintenance for remaining of 50-year contract.Assisted
assessments at GCDWR's facilities.The with analyzing data from GIS,CityWorks,and
project also includes revisiting the extensive staff interviews to determine new
benchmarking for the operations. assets. Result is significant increase in fees for
Augusta Utilities as they identified more
Project Manager;Smart Cities/Smart assets than they are currently being paid to
Meters Pilot Study,Gwinnett County,GA. maintain.Also,assisted in determining repair
Pilot project of 500 ultrasonic meters and the and replacement scheduling and cost
development of dashboards to analyze water
use,water loss,pressure variations across the projection of both the O&M and the R&R.
510608170950ATL
0-3
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410
SECTION 0-PROJECT MANAGEMENT,KEY PERSONNEL&STAFF,AND ORGANIZATIONAL QUAUFICATIONS
► Project Director/Lead Technical Consultant,
JD S o l O rl i O rl, PE Technical Comprehensive AM Program,Cape Fear
Director Public Utility Authority,Wilmington,NC.This
program consisted of the assessment,
Relevant Experience: business plan development,and
Mr.Solomon has over 5Perience: implementation of AM for a newly merged
30 years of consulting 30years water and wastewater utility.The program
experience and is an Education: included a full range of AM elements,
ideal choice to MBA,Business including but not limited to:strategic plan
support the team.He Administration,University development,business process mapping,
will also provide of South Carolina selection and implementation of new CMMS
Certificate in Strategic
{Maximo},financial models,CIP prioritization,
guidance on how to Decision Making and Risk
risk assessments,service level assessments,
best conduct Management,Stanford
knowledge University implementation of new maintenance
management and BS Civil Engineering,North strategies(Reliability Centered Maintenance),
transfer among staff. Carolina State University condition assessments,review of billing
In addition to his : issues,budget reviews,and organizational
degrees in engineering Professional Engineer:NC, structures.
and business,JD is a s<,VA ► Program Director,Enterprise Asset
Certified Reliability Management Program,Mount Pleasant
Engineer(CRE),and Certified Maintenance and Waterworks,SC.Served as the project
Reliability Professional(CMRP),and is certified in director and visionary pulling together several
Lean Management and Six Sigma which helps major utility management programs. In the
assure AUD that industry leading practices and first year,a 38:1 ratio of savings to consultant
standards will be utilized. fees were realized.The work led to numerous
Recent Relevant Projects: changes and improvements to the utility
operations, measurable efficiencies,and
IF Project Director/Lead Technical Consultant, recognition in the community of overall utility
Comprehensive Asset Management Program, effectiveness.
Tampa Bay Water,FL.This unique program
includes a wide range of improvement Technical Consultant,GCDWR Asset
initiatives including:evaluation of existing Management Program,Gwinnett County,
CMMS;advertising,negotiation,award and GA.10 was the technical lead for several
implementation of new CMMS;evaluation of elements of the GCDWR program including
current maintenance practices and chartering the AM team,developing a
maintenance organization;performing series strategic plan,developing key tactical action
of maintenance and reliability workshops; items, prioritizing projects based on the SOAP
developing a comprehensive AM plan;and method and benchmarking.
AM plan implementation including evaluation
of levels of service, risk framework,financial
models,internal communication,staff re-
organization, and developing a new
preventative maintenance program.
0-4
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_ 4.
SECTION D—PROJECT MANAGEMENT,KEY PERSONNEL&STAFF,AND ORGANIZATIONAL QUAUFICATIONS
John Fortin, LEED AP, RCM H — James ()Hach, CMRP, RCM II
Best Practices — ntenance Eva'uation,/
Relevant Experience:John Fortin is an AM Asset Priorit zatlon
practitioner with more than 30 years of facilities
lifecycle experience including design, Relevant Experience:James Oldach provides
construction,and O&M.He has developed and reliability centered maintenance practice
implemented effective change management support as it relates to AM and condition
programs required ---- _ assessment, planning and scheduling,and
E>gr
for an AM culture. erlen a:30Years ongoing facilities operations and maintenance.
John provides cati : With more than 25
practitioner's view BS,Marine Engineering, years of 27 Yea's
to the client, Massachusetts Maritime experience,James Education:
sharing his Academy is well versed in BS,Marine Engineering,
successes at Registrations: multiple facility Massachusetts Maritime
Leadershipin Energyand Academy
designing andtypes,including oil
implementing the Environmental Design(LEED and gas,water and Registrations:
AP)Accredited Professional Leadership in Energy and
Facilities AM wastewater
Certified Reliability treatment, Environmental Design(LEED)
Program for the Centered Maintenance Accredited Professional
Massachusetts (RCM Nj manufacturing,
__ and other utilities. CertifiedntersFacilitator,Reliability
Water Resources -----------�--,. -• Centered Maintenance
Authority at the 1,000-million-gallon-per-day He provides AM, (RCM In
(mgd)Deer Island Treatment Plant in Boston, reliability,and
maintenance Certified Maintenance and
Massachusetts.The award-winning project Reliability Professional(CMRP)
resulted in reduced costs,increased reliability consulting/support
and availability,and a shift from reactive to services to
proactive work practices.John is nationally commercial,
recognized for his leadership in strategy municipal,and industrial clients.
development and implementation,and change Recent Relevant Projects:
management approaches.
P Task Lead,Gwinnett County Water and
Recent Relevant Projects: Wastewater,Maintenance and Reliability
P Consultant,AM Strategic Business Plan Program Assessment,Gwinnett County,
Development and Implementation,Cape GA.
Fear Public Utilities Authority,Wilmington, P Task Lead,Seminole County Water,
NC. Maintenance and Reliability Program
> Consultant,Coach,Facilitator,AM,City of Assessment,Seminole County,FL.
Columbus Department of Public Utilities, P Designer,Columbus Department of Public
OH. Utilities,AM,Preventive Maintenance
Optimization tool,Columbus,OH.
SL06081709SOATL
D-5
•
-
SECTION 0-PROJECT MANAGEMENT,KEY PERSONNEL&STAFF,AND ORGANIZATIONAL QUALIFICATIONS
Kathryn Benson, PE, CMRP Jar.eane Gig rrUS
Cityworks Intepratlon/ '�^,torkflow Process/Workflo,,v
Relevant Relevant
Experience: Experience: Experience:
17 years Experience: 17 years
Kathryn Benson Ms.Giarrusso has
has more than Education: 16 years of Education:
17 years of Ms,Civil Engineering professional MA,Urban and Regional
broad University of Texas at Austin Planning,Georgia Institute
experience in AM,
experience 85,Civil and Environmental of Technology
configuring and
including roles Engineering,University of
South Carolina using supporting BS,Biology/Environmental
for AM, information Studies,U.C.Santa Cruz,
infrastructure BS,Marine Science,University technology to
planning ofSouth Carolina —~-- -a-
inform decision-making, identifying effective
projects, Registrations: organizational structures and efficient business
regionalization Professional Engineer:North operations, and strategic and master plan
assessments, Carolina(No.032075)
development. Ms.Giarrusso is a skilled
and merger Certified Maintenance and facilitator and strategist and has worked with
implementation Reliability Professional(CMRP) staff from all levels of an organization to create
for utilities. change.
In AM, she excels at the integration of O&M
best practices,workflow and business process Recent Relevant Projects:
mapping,and software system evaluation and lt Project Manager;SAMP,City of Atlanta
implementation to facilitate decision making, Department of Watershed Management,
reporting,and continual improvement.She has Atlanta,GA.
successfully worked on many master planning,
strate is planning,and permitting6 Project Manager;SAMP,Cobb County-
strategic projects
involving the long-term development of Marietta Water Authority,Georgia.
infrastructure systems. Project Manager;Maintenance
Recent Relevant Projects: Management Plan Development,Cobb
County-Marietta Water Authority,Georgia.
Project Manager/Lead Technical t
Business Process Analyst and Facilitator;
Consultant;Comprehensive AM Program
and Maintenance Strategy;Tampa Bay SAMP Development,Gwinnett County
Water;Tampa,FL. Department of Water Resources,GA.
Task Manager;AM Strategic Business Plan
and AM Implementation;Orange Water
and Sewer Authority;Carrboro,NC.
F Task Lead;Comprehensive AM Program;
Orange Water and Sewer Authority;
Carrboro,NC.
0-6
SL06081709SOATL
.t.,,'
SECTION E
Approach, Understanding, and Capabilities
Typically,we recommend a comprehensive Expert Leads tniutyStaff Leads
approach to AM that includes assessing assets, 100%4.. .. )�
people,processes and technology.This involves ~+���.
assessing all major systems,such as water plants, C � •�� 0•
wastewater plants,transmission and distribution •
systems, and collection systems,the a Knowledge Transfer---10%
organizational structure,workforce and g 6/ �It%
supporting information technology(IT)systems. Stage 1: :.
Stage 2. >;.rl.
It is not uncommon to break down an AM plan r,,; �, +IN�
into sections to align with the utility organization 0% `
Time 1004.filikiil
and push it toward an improved state.Our
preferred and recommended approach begins at Keys to a Successful,Sustainable Program
a top level that matches with an organization's
mission,vision,and values and then cascades A successful and sustainable program must be
(or breaks)into areas of more focus or division championed from the top levels of the
based on enterprise priorities and goals. organization while founded on the collaboration
A comprehensive analysis yields consistent and contribution of staff throughout the
approaches and results across water and organization.There are many short-term actions
wastewater divisions. that will create short-term efficiencies.At the
In order for the SAMP to be successful,AUD must same time,effective AM really is concerned with
successfully: operational effectiveness that takes time to
realize.Our approach seeks short-termai
g ns
} Establish an AM culture through team while remaining focused on achieving long-term
chartering,education and change goals.
management. Ultimately,the long-term success of the program
a Develop a SAMP by comparing to best relies on the ownership of AUD staff.Chartering,
practices and developing a customized interactive and cross-functional workgroups,visits
roadmap and implementation plan to focus to other sites/programs,third-party educational
on areas most important to AUD. programs,and celebrating successes are all ways
CH2M develops,establishes,and maintains the
i Implement the SAMP focusing on key tactics
AM culture.The following are some key elements
to achieve selected metrics most important to
AUD. of a successful program:
t Measure ongoing results by identifying and Customized program with specific
evaluating progress metrics,key performance implementation strategies and quantifiable
indicators and performing peer reviews. goals.
This assessment will focus on promoting the AM i Measurable and incremental wins to create
culture and developing the SAMP. Implementing momentum within the internal team and to
the recommendations and diving into detailed show value-added progress.
tactical solutions as well as measuring key a Communication and involvement from a
performance indicators are not currently in this broad base of the staff builds buy-in and
scope of services. ownership.
S10608170950AT1 E-1
-It
e_.
SECTION•E—APPROACH,UNDERSTANDING,AND CAPABILITIES
a Practical,hands-on training empowers staff to that include management,maintenance,
own the program increasing the likelihood of operations,engineering,finance,customer
the program being successful and realize its service,and IT.
goals.
Our experience is that the greater involvement in
+ A living document that can be adjusted or the process,then the greater the buy-in and
expanded as the program matures. ultimate success and sustainment of the program.
Our focus in the implementation plan will be to For AM to be successful and sustainable,staff
create short-term wins while focusing on long- practices and processes must be aligned with and
term strategies that are sustainable support AUD's mission,vision,and values.Some
clients,such as the Orange Water and Sewer
The following discussion describes our Authority(OWASA)in Fayetteville, North Carolina,
recommended project tasks for developing water chose half-day initial workshops,while others,
and wastewater AM plans.Once the SAMP is such as the Cape Fear Public Utility Authority and
completed, implementation phase activities such Mount Pleasant Waterworks,chose to add
as the following are recommended:1)the segments to workshops throughout the
development and maturation of a strategic and assessment phase to achieve the same objective.
proactive maintenance program,2)determining We will discuss the trade-offs in each scenario
associated data requirements and streamlined and develop a plan that is most effective for AUD.
use of IT systems(including asset inventory, We will host a workshop to discuss the AUD-wide
system modeling,work order system mission,vision,and values and help develop
evaluation/development, and CIP prioritization), departmental strategic goals to help better focus
3)best practice staff training, and the the AM plan.
4)development of standard operating procedures
and business processes.We have not identified CH2M will then use our experience and informal
these steps in the scope of services, but are
benchmarking from other similar utilities in the
identified as"projects"in the SAMP that may be southeastern United States and around the nation
for reference.A draft framework of vision,goals,
prioritized and implemented over time.However,
we believe that short term gains are important to values,and outcomes, including several options
and alternatives,would be provided to the AM
buy in of the program.Therefore,we have
inserted an "optional"task to perform a criticality leadership team for review.These values would
assessment of a pilot program. then be used to guide the comprehensive AM
plan.
E.1 Task 1: Team Chartering E.2 Task 2: Best Practices
The first meeting will be a kick-off meeting with
the AUD AM Leadership Team or"Steering i ,),i_ COO', Ira !I)1 1: Peer ,r:iange
Committee"where the critical components of the
SAMP will be outlined.The team will identify the (Oh%Ui"1:,
project goals and expectations as well as define AUD has been conducting peer exchange with
the concept of"asset management"as it relates other utilities to share industry best practices
to AUD.In addition,the team will identify AUD related to AM.
team members that will be involved at various
stages of the project to ensure engagement and As an optional task,CH2M will coordinate site
ownership throughout the organization.The visits at three utilities to dive deeper into specific
Steering Committee typically includes AM program elements of most interest to AUD
representatives from all parts of the organization and to share specific successes and lessons
E-2 1
SL0608170950ATL
1
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SECTION E—APPROACH,UNDERSTANDING,AND CAPABILITIES
learned. In addition to the three site visits, improved AM state.Once the gap analysis is
CH2M will arrange a video conference with one performed,together CH2M and AUD will identify
additional utility.CH2M has extensive knowledge improvement actions and projects summarized in
of AM programs throughout the country and will a prioritized"path forward."That path forward
customize each site visit to focus on the strength will be documented as the SAMP and processes
of that individual program and advice they may will be outlined and discussed with staff to ensure
have based on lessons learned.AUD may the SAMP is a"live"document that can easily be
determine their peer exchange to date is updated as progress is made.
sufficient and this task is not needed. First,we will facilitate a series of workshops and
staff interviews to document existing business
E.7.2 Best!)dEa'Ci~ Workshop
processes and identify opportunities to improve
CH2M will summarize best practices based on our efficiency.Relevant existing available
extensive experience and the peer exchange. documentation including policies and procedures
We will discuss what is applicable to assisting AUD will be reviewed prior to these meetings to make
meet their needs.We will facilitate a workshop the most efficient use of staff time for clarifying
with key members of AUD to ensure the questions and confirmation of understanding.Any
recommended practices align with business goals. specific practices related to the Fort Gordon
Operations will be outlined.However,the intent
Following the workshop,CH2M will provide a
brief summary outlining the best practices is to be as consistent across AUD as practicable.
applicable to Augusta and key highlights of the The workshops and interviews will be held with AUD
peer exchange.This summary will be submitted as senior leadership and other key personnel to gain a
a draft for review and comment;and,after better understanding of their practices and
incorporating edits into a final version,will be perspectives related to AM,organizational readiness
used to guide the development of the SAMP. for change,work flaws and business processes,
implementation of current master plans,utilization
E.3 Task 3: Gap Analysis of Cityworks,and specific goals.
The next phase is to determine where opportunities In the workshops,we will discuss specific business
exist to improve utility operations by interviewing process details to better understand the
staff and performing a gap analysis in the key areas following:
that support an AM program such as organizational t' Capital improvement planning,
framework,asset knowledge,data management,IT R&R strategies,
systems,operations and maintenance SOPs,and O&M budget development and scheduling
financial management.CH2M will utilize a variety of
tools and techniques to ensure various staff practices including corrective,preventative
perspectives are gathered and that employees take and predictive maintenance practices,
ownership of this program throughout Asset registry development(Finance
implementation. Department Fixed Asset Registry process
versus detailed operational asset lists),
..`. Gap Al i lysis Intel-view/ z. Practices related to Cityworks,AUD's CMMS,
\Workshops Procurement requirements,and
Warehousing and inventory practices
After these workshops and interviews,CH2M will
perform a gap analysis comparing the current Documenting the institutional knowledge of
conditions in the key areas to the AM Steering current staff is critical to understanding the
Committee's established vision and goals for an
SL0608170950ATL E-3
1--v7:34 vIV•
aid -- -
SECTION E-APPROACH,UNDERSTANDING,AND CAPABILITIES
practices related to the existing operation and standards and best management practices.
reliability of the system. CH2M has four gap analysis tools.One such tool is
It is common to follow up the workshops with the SM HSF tool which is based on U.S.EPA's
individual interviews to gather more detailed Effective Utility Management Initiative and the
information on key processes.CH2M will have an 10 Attributes of Effectively Managed Utilities.
experienced two-person interview team that will CH2M developed this tool to serve the needs of
develop a standardized question format to help our many small-to medium-sized utilities,who
guide the consistency of all of the Interviews. wish to have a comprehensive tool that does not
CH2M will work with AUD's PM to agree on who require extended work sessions and staff time.
should be interviewed,and to create a convenient However,each of our tools have differing
schedule of interview times.One of the key goals is strengths and constraints,and the final decision
to understand the key business processes, regarding which tool to use will be determined by
especially those in need of improvement. AUD during contract negotiations or at the
chartering session.
Selecting the Right Tool for Gap Analysis
r.3.3 L t ! c3"'pis �L-.,,I+ f't�C,"1 i' s
We recommend performing a gap analysis r ._ ii 5
using our tool based on the U.S. EPA's An.4 ,cr;ri
Effective Utility Management Initiative and
10 Attributes of Effectively Managed CH2M will synthesize the results from the staff
Utilities.This tool will assist in achieving a interviews and business process workshops to
cost-effective Asset Management evaluate AUD's existing AM practices and identify
Assessment Plan and implementation
processthe gaps between the vision and current
conditions in key focus areas.
Following the workshop,CH2 M will analyze the
data in more detail, using both numeric and non-
numeric management science techniques.This
provides for a better understanding of the AM
tool(s)when applying it to the results of the
evaluation.Results will be provided to the
?.c_ �.� 3.34. s. 6. 7. Steering Committee and CH2M will facilitate a gap
j ianalysis results review workshop,which will be
.k V 1 conducted approximately 2 weeks later.This
E .e r workshop will serve as a debriefing to share our
1001.MND v1 preliminary findings with you and receive
validation and feedback regarding the results of
3.i. C-ap Analysis Workshop the interviews and gap assessment tool.
CH2M will facilitate an interactive workshop for tis cntica! to d�terlr I,rir� i+
the evaluation of AUD's existing AM practices and ori+r )f;;t, ,,tit.s are
identify the gap between the vision and current t r' ,t the r, ;;t t,rr,e to _+chCC>v
conditions in key focus areas.This existing the "biggest bang for the buck."
practices evaluation or"Gap Analysis"Workshop
will last up to six hours,and will include a
representative cross section of staff.The team A primary outcome of the workshop will be group
will quantitatively rank AUD's practices as endorsement of as many findings,future
compared to the desired state as well as industry activities,and development of priorities as
E-4 SL060$1709SOATL
-
SECTION E—APPROACH,UNDERSTANDING,AND CAPABILITIES
possible.A second goal will be to collect external resources),the schedule for
additional information and feedback for implementation(using Microsoft Project),and the
additional analysis and fine-tuning of initial results staff responsible for coordinating
for development of the SAMP including implementation.In addition,CH2M will help
implementation strategies. prioritize and summarize the projects in a matrix
that will illustrate how the action addresses
A Concise,Simplified Schedule specific objectives.
Eases Implementation
MOUNT PLLASANT ^serf'MANAaCIJCNT SCMCDYLB CH2M will work closely with AUD to review the
Project Summary sheets and the matrix to
determine additional training needs,confirm
resource requirements and verify availability,as
well as giving staff an opportunity to identify
foreseeable pitfalls.
After the specific projects have been identified
and the Project Summary sheets approved,
II
II CH2M will submit a draft SAMP detailing the
strategic vision and AM practices evaluation,a
OW or — one-page program schedule,and the detailed
Project Summary sheets and implementation
Developing a brief and practical implementation guide is schedule.CH2M will meet with AUD to review the
critical to sustainable success.Our final reports are report and to validate findings,conclusions,and
comprehensive while at the same time implementation
documents are kept concise and easy to understand, implementation strategies;identify quick wins for
the AM program;and affirm the overall readiness
to implement.The report will also address
E.4 Task 4: Draft Assessment informal benchmarking and cite industry best
practices for an AM Program.
Report This plan will be time-phased(typically( ypically by fiscal
Our approach to AM implementation planning is year)and include activity,duration,external
to provide a simple,concise document that is costs/fees,internal resource requirements(staff
implementable.This report will document the full-time equivalents), responsible party,and
findings and recommendations from the activities critical path. In developing the plan,a key
in the AM Program Development Tasks 1-3 and consideration will be the availability of AUD staff
summarize those in the key areas that include to work on initiatives,as we have found that this
organizational structure,workforce training, is the key factor that needs to be taken into
maintenance,operations,engineering,finance, account in determining implementation
customer service,and IT.As part of the report, timescales and best sets the stage for success.
CH2M will work closely with AUD to identify and
recommend individual implementation activities CH2M will develop an AM plan focused on
and projects under each key area,which will be meeting your long-term infrastructure needs
while limiting the financial risk and uncertainty
presented in the SAMP as"Project Action for your Board.
Summary"sheets.
For each identified Project Action Summary sheet, A draft plan review workshop will be conducted
CH2M will summarize the estimated cost of to validate review findings,conclusions,
implementation(looking at both internal and implementation strategies,quick wins,and overall
SL0608170950ATL E-5
�._
SECTION E-APPROACH,UNDERSTANDING,AND CAPABILITIES
readiness of the utility to implement the AM we have developed a streamlined tool called
activities. SOAP which clients can utilize to assess the
criticality of assets in order to better prioritize
E.5 Task 5: Final SAMP and recommended activities coming out of the SAMP.
The SOAP method assesses the criticality of assets
Roil-out by using facilitated group sessions with a cross-
Following submittal of the draft SAM P and functional team.We have attached a description
incorporation of AUD's comments,a final SAMP of the SOAP process in the Appendix.Our
will be issued.The final SAMP will document the recommendation into select a portion of the
processes,data,findings,limitations and system such as pump stations and conduct the
strengths of the current AM practices and will SOAP analysis for that portion of the system to
include outlining the processes to keep it"living." assess the criticality of the individual assets and
help prioritize activities.It will serve as a short
From experience,this will be an important
document for further assessment and baselining . term achievement of the SAMP which will help
further engage staff and to see the benefit of the
as AUD proceeds forward with implementation.
program.
Key performance indicators will be specifically
agreed upon with AUD for the AM Asset Management Implementation
implementation to show success,cost Pilot Program
effectiveness, and overall value. Understanding
( gained during
I it!i.'I' iI''e tali":I t,.+( i'ri e n "" the assessment
F - and planning
process will
The implementation roll-out workshop will serve assist in
determining a
as a strategic communication on the results of the recommended implementation pilot area.The
plan,and as a chartering session with the staff pilot typically focuses on a functional area
who will be involved in the implementation.Our (collection,distribution or treatment),a
experience is that the greater involvement in the geographic division(north or south) or a
chartering and assessment process,the greater combination of those attributes to allow for
phased implementation of multiple initiatives.
the buy-in and ultimate success and sustainment „o,.AuD,,
of the program.The workshop will also serve as a
foundation for developing team's and staff
members'endorsement prior to the
implementation activities,and for ensuring that
work performed under the AM program
maintains a clear line of sight with stated
organizational and department objectives.This
also serves as an additional alignment step for all
stakeholders. f
In order to make the roll-out of the SAMP more
effective,we often include a pilot tactical analysis
such as a criticality assessment focused on a
portion of the system.As mentioned in Section B,
E-6
SL060817095OATL
t '
SECTION f
Quality Control, Quality Assurance, and
Scheduling
F.1 Quality Control and Additional quality control mechanisms will be in
place to ensure expectations are met,including:
Quality Assurance Frequent informal discussions with AUD
Through our extensive experience with contracts, technical and managerial staff—During
CH2M is familiar with the requirements for protect execution we expect that weekly or
daily discussions among AUD and CH2M team
planning,budgeting,and execution and has staff will be conducted.Our task activity and
established guidelines to control quality and
emerging results will be readily visible.
process.Our project execution approach is based
on the following key principles: b Monthly Progress Reports—Progress reports
G Establish clear objectives.Deliverables, will include discussions of each task.The
schedules, roles,and constraints should be reports will be formatted to facilitate ease of
comprehension,following a concise layout
made as specific as possible. agreed upon with AUD.
Remain flexible. Implement an effective,yet
k Key Issue Reports—If a problem occurs or
not bureaucratic, management control
system. appears imminent,we will notify and discuss
Staff tasks wisely.Use the right people in the it with AUD management as soon as possible
and follow the discussion with a written
right capacity at the right time. report of the problem.
Ensure consistency in project leadership.
Select task leaders with the appropriate level schedule Management—We will define
milestones and deliverable dates for each task
of technical and managerial experience.
in our work plans. Progress toward reaching
Complete assignments satisfactorily. Partner
milestones in each task will be reported in the
with client and ensure client approval on Monthly Progress Reports.
work products.
CH2M has trained facilitators who clearly i' Cost Management—CH2M's internal
understand that the key to the success of this accounting system is fully compliant with
project will be communication with AUD, audit requirements.Project Cost Reports are
understanding of their vision and buy in from staff produced by task number and program level
each month.
at all levels.JD Solomon with assistance from our
Contract Manager,Teresa Crisp will facilitate the t Quality Management—Ali project
workshops and understanding of the importance deliverables will be reviewed by the PMT.
of ownership from staff and proper We will also conduct deliverable reviews with
documentation.Before and after each interview AUD technical and managerial staff as
and workshop,Teresa will be in close appropriate to ensure quality and value.
communication with the AUD PM to talk through
the objectives and gage the success of the
meetings.CH2M offers a flexible approach to our
workshops and interviews and will adjust if
needed to meet AUD's needs.
510608170950AT1
F-1
1 .
SECTION F-QUALITY CONTROL,QUAUTY ASSURANCE,AND SCHEDULING
F.2 Schedule schedule.CH2M will adjust the project schedule
to best reflect AUD's needs and availability.
CH2M has drafted a high-level schedule which will The schedule will be updated after the kickoff
be expanded as internal interviews and peer meeting and will include start and completion
exchange trips are decided upon. dates,milestone schedules,and deliverable
The draft project schedule in Exhibit F-1 assumes schedules established in collaboration with AUD
a NTP before 9/12/2017 and a 4-month project for each specific task.The CH2M Team is excited
to get started supporting the AUDI
Exhibit F-1.Draft Project Schedule
task Name Sep 2017 Oct 2017 , Nov 2017 Du 2017 ! Jan 2017 Feb 2017
Team Chartering MIS
Kickoff meeting 1
TM Defining Vision and Goals 1.11111
Best Practices 111111111111111111111.111.1
Overview of industry Best Practices
Presentation
Peer Exchange(3 trips)
Peer Exchange(teleconference)
TM -
Summary of Findings Workshop 1
Gap Analysis
Individual Interviews(managerial) U
Group Meetings(document business
processes)
GAP Analysis Workshop I
Data Analysis/Results Workshop I
Draft Report 11111111111111111111
Draft Project Action Summary Sheets
Draft SAMP
Final Report
Implementation Roll-out Workshop
Final SAMP
SOAP Pilot Study
Aor
F-2
SL0608I709SOATl
Appendix A
SOAP Poster
A New Method to Perform Criticality Assessments
The Solomon-Oldach Asset Prioritization
(SOAP) Method
SOAP Method-An alternate method for conducting asset criticality ranking for use on industrial assets and public infrastructure can result in staff time savings
of up to 70%as compared to traditional methods,which are time consuming and sometimes misleading.The methodology follows many of the traditional
approaches,including the use of cross-functional teams.Its primary differences are related to the use of preference ballots fa system level evaluation and
the subsequent use of a function-based scoring system at the asset level The authors suggest that the uses of a relative asset criticality ranking as it applies to
industrial assets and public infrastructure does not require the detailed and time consuming analysis that has been traditionally promoted.
Summary of SOAP Process Streamlined Asset Criticality
1. Data Collection,Systems Review,and Development of Functions) Scoring Model
Statements
2. Establishment of Cross-Functional Team
T
.. Ranks by Person-Ordered try Average Rank
i
v�If'1T)I Cvr`i - .. , r
,,„. . .
."FP Syst ��
rk h p
, ... .
esults v I
I 41
ill
ill
5. Relative a i
Criticality d I� lliI Eiiii ( ) / f
Ranking at the i
Asset level
6. Final Review with '-'
Cross-Functional
Team `I', q, -
iirzie:
What Makes This Approach Different and
Effective
Preference ballots for system level evaluation based on social
science theory that time effectively collects group input
Function-based scoring system at the asset level by subject
matter experts using Reliability Centered Maintenance(RCM)
principles
Similarities with Traditional Approaches
Use of Cross-Functional Teams When to Use SOAP
4 When struggtmq to priontve your
Facilitated Group Sessions rrtamiarwrrce program end related resources
Use of Subject Matter Experts ♦When fat trig is major capital irtvaestrnent
Detailed Review of Existing Documentation: i When you nest,a structured new way of evaluating old
Process and Instrumentation diagrams(P&IDs) Problems
Geospatial configuration or aerial photographs 4 wh n cohere ns a change in lewder Pup and a quick confirrrnatawt
of the exestirig system is desrred
Most recent preliminary engineering report(PER)
Regulatory permits 4 When you simply do not have enough data to support
anything beyond a semi-objectiye approach
Summary of production/quality reports Anytime Yoe eked do
*Addy At iltitectively Thep Up
Summary of regulatory compliance data for past 3 years Your initmsuuttere Modtization
Maintenance histories — ..
,..omcwnnaoHv
For more information Contacts
Appendix B
Required Forms
/.0".
If,041 (0(110etc,and Return the ipages otAttachreerr h with YortS,hrrr)ttal Dpc1-1olgtit A/4_018e fv!rrv,ased
11 :
!Must 7vids
:Must Provide if aophcable= p.:risr kiStE.,:'r..).•Nt
Mt,s P135,de it '
iMv,st_Popvide ita,treficabie.,
irte"
Acknowledgement of Addenda:
. ,
4,P-4 4)) •
• ) • . .
. . ,
Conflict of interest
By submission of a proposal,the responding firm certifies,under penalty of perjury,that to the best of its knowledge and belief
1.NO circumstances exist which cause a Conflict of Interest in performing the services required by this RFP,and
2.That no employee of the County,nor any member thereof,not any public agency or official affected by this RFP,has any pecuniary interest in the
business of the responding firm or his sub consultands)has any interest that would conflict in any manner or degree with the performance related to
this RFP.
By submission of a proposal,the vendor cenifies under penalty of perjury,that to the best of Its knowledge and belief:
(a)The prices in the proposal have been arrived at Independently without collusion,consultation,communications,or agreement,fpr the purpose of
restricting competition,as to any matter relating to such prices with any other vendor or with any competitor.
(b)Unless otherwise required by law,the prices which have been quoted in the proposal have not knowingly been disclosed by the vendor prior to
opening,directly or indirectly,to any other vendor or competitor.
c)No attempt has been made,or will be made,by the vendor to Induce any other person,partnership or cooperation to submit or not to submit a
proposal for the purpose of restricting competition- For any breach or violation of this provision, the County shall have the right to terminate any
related contract or agreement without liability and at its discretion to deduct from the price, or otherwise recover,the full amount of such fee,
commission,percentage,gift,payment or consideration.
Contractor Affidavit and Agreement
By executing this atfidavit,the undersigned contractor verifies its compliance with 0.C.G.A.§13-10-91,stating affirmatively that the individual,firm,or
corporation which Is contracting with Augusta,Georgia Board of Commissioners has registered with and Is participating in a federal work authorization
program' any of the electronic verification of work authorization programs operated by the United States Department of Homeland Security or any
equivalent federal work authorization program operated by the United States Department of Homeland Security to verify Information of newly hired
employees,pursuant to the immigration Reform and Control Act of 1986(iRCA),P.1,,99.6031, in accordance with the applicability provisions and
deadlines established in 0 C G.A§13-10-91, The undersigned further agrees that,should it employ or contract with any subcontractoys)in connection
with the physical performance of services pursuant to this contract with Augusta,Georgia Board of Commissioners,contractor will secure from such
subcontractor(s) similar verification of compliance with 0.C.G.A §13-10 91 on the Subcontractor Affidavit provided in Rule 300.10.01-.08 or a
substantially similar form.Contractor further agrees to maintain records of such compliance and provide a copy of each such verification to the Augusta,
Georgia Board of Commissioners at the lime the subcontractorfs)is retained to perform such service
Georgia taw requires your company to have an E-VerlfyUser Identification Number(Company I.D.)on or after July 1,2009,
For additional information or to enroll your company,visit the State of Georgia website:
't us . '.i and/or 1
L�-� 1. dr
4 a E-Verify*User Identification Number(Company ID.) 123606
k it i Vi4il t iU4kIi iucAi,.%it,gd,t Dr,l}r G£7,ti OAIPANot 1 0I AMciSr ria riRuV fitCW irl rt^A T:au T54 Rc C(Elwr 4,Nr Fx crr>swi Rrtr r7 Vr r;',i3rlr Will rt'terf, to4t;.il
rci r ,c ,,rare rr XtAIru,a'irf yr€,WP'T(SRMrrs;RAtibUh+tk4 U'#0£a5fi,r rtrtt C.'ttit''
The undersigned further agrees to submit a notarized copy of Attachment B and any required documentation
noted as part of the Augusta, Georgia Board of Commissions specifications which govern this process. In
addition, the undersigned agrees to submit all required forms for any subcontractor(s) as requested and or
required. I further understand that my submittal will be deemed non-compliant if any part of this process is
violated.
CH2M Hill Engineers, Inc.
Corn a
p arpn,
BY: Authorized Officer or Agent
;Contractor Signature)
Regional Director,State and Local Sector
Title of Authorized Officer or Agent of Contractor
Steven Lavinder
Printed Name of Authorized Officer or Agent
SUBSCRIBED AND SWORN BEFORJEj1E ON T THE 9th DAY OF August 4µtta� :
's
Greg WIfie1r Ir" tel
'�r�'
Notary Public
s
My Commission Expires: November 9, 2018 ;• �0TA�r • < a
You Must Cam(:tete and Return the 2 pares of Atlashment B with Your Submittal,1}ocuz ••tPAuti Ali �ti
Rcv.2/17/2016 =EY
$`TARY
R dl J4t1 (c pts Management Planning
ANG �j Ys ;gust 15,2017 @ 11:00 a.m.
Stale cof Page 8 of 20
B o it G I A
l
You Must Complete anddeturn vita.Your Subr*>ittul, V4crnern Mull Be Notarized
Systematic Alien Verification for Entitlements(SAVE) Program
Affidavit Verifying Status for Augusta, Georgia Benefit Application By executing this affidavit
under oath, as an applicant for an Augusta, Georgia Business License or Occupation Tax Certificate, Alcohol
License, Taxi Permit,Contract or other public benefit as reference in O.C.G.A.Section 50-36-1,I am stating the
following with respect to my proposal for an Augusta,Georgia contract for
RFP#17-207 Strategic Asset Management Planning for August,Georgia-Utilities Department
IRFPProject Number and Prefect Name(
Steven Lavinder
(Print/iype:Name of natural person applying on behalf of individual,business,corporation,partnership,or other prhwte entity)
CH2M Hill Engineers, Inc.
(Print/nye:Name of business,corporation,partnership,or other private entity(
1.) X I am a citizen of the United States.
OR
2.) • I am a legal permanent resident 18 years of age or older.
OR
3.) I am an otherwise qualified alien (8 § USC 1641) or nonimmigrant under the Federal
Immigration and Nationality Act (8 USC 1101 et seq.) 18 years of age or older and lawfully present in the
United States.'
In making the above representation under oath,I understand that any person who knowingly and willfully
makes a false, fictitious, or fraudulent statement or representation in an affidavit shall be guilty of a
violation of Code Section 16-10-20 of the Official Code
�d�-. G Ia.
Signature of Applicant
Steven Lavinder
Printed Name
NA
`Alien Registration Number for Non-Citizens
SUBSCRIBED AND SWORN BEFORE ME ON THIS TH 9th DAY OF August 20 17
Greg Walley �'L�-�- I L��� f '" Wit.0 •,,(�
'•
^
Notary Public .=a•4 . ..... , .y
/Pi
My Commission Expires: November 29,2.18 is r bTAIYJEAL II
Note: THIS FORM MUST BE COMPLETED AND RETURNED WITH YOU • #J ), i a
Rev.7/1t2/2o15 G WR.FLEY -;!t}k', 41
NO �UC •ri,'/.'•I:P7T:0yaiiegit Asset Management
`h"�p County -roto a 0 liodtay,August 15,2017
SUMP Olt=
CORMiii Page 9 of 20
•
Local Small Business Opportunity Program Ordinance (111 Proposed Local Small Business
Requirements Notice To All Bidders(PLEASE READ CAREFULLY! Sub,orittactcr/Supplier unlizalion Plan
Shall apply to ALL Bids regardless of the dollar amount ON D-curnentat on of Good Faith Mons to use
• fr. accordance with Chapter 108 of the AUGuStA, Ga C,- aa'smahbus:nesses
Contractors agree to collect and maintain all records necessary to for
Augusta,Georgia to evaluate the effectiveness of its Loral Small Rusinev, �^ I^�"" �,^+°., �,fr,•
Opportunity Program and to make such records available to Augusta Id)pasr Contract Award Aequlrements, The purpose of this
Georgia upon request. The requirements of the Local Small Business sub-section is to establish requirements for contractor
Opportunity Program can be found at www.aurtustaCapov In compliance cath the LSBOP after a contract has been
accordance with AUGusrn,GA Coot,Contractors shall report to Augusta awarded This is incorporated into all Augusta, Georgia
Georgia the total dollars paid to each subcontractor, vendor or other Contracts Li. which a lata: small business goal has been
business on each contract, and shall provide such payment all day ts, estab shed or negotiated.
regarding payment to subcontractors; if any as requ'-red by Augusta (1}Contractors shall have an affirmative, ongoing
Georgia. Such uti!rratlon reports shall be in the format specdied by the Obrigat on to meet or euee'r the committed local small
Director of Minority and Small Business Opportunities. and short be business goal for the duration of the contract The Augusta
submitted at such times as required by Augusta. Georgia Required Georgia may deem a contractor lc be to violation or the
forms can be found at „ :,: If you need assistance LSBOP and n breach of its contract If at any line Augusta,
completing a form or hung information, please contact the LSBO Georgia determines that:
Program office at(706)821.2006 Failure to provide su'h report,within (a) The Contractor will not meet the committed
the time period specified by Augusta, Georgia shall entitle Augusta local smart bus Hess goals.and
Georgia to exercise any of the remedies set forth, including but not (b) the reasons for the contractor's failure are
limited lo,withholding payment From the Contactor and/or cc'ectmg within the.oruractor's tactual. For example, II a contractor
quidated damages does not meet the hin
•cal sal+ business goal because the
To print a copy of the Prime Contracto,Data Collection form visit contactor term Hated a oval small puisne s without cause or
http:!/www,lust_u,taya.Rov/irde,r.asprtNlO 1871 If the contractor caused and local small business to withdraw
Website http://wv,w.auRustaaa.aov(index.a5prtnirt=83 from the project without jusl+is.anon,then Augusta,Georgia
s lust Tied in fund ng the contractor to be In violation of the
SHALL APPLY TO PRO/EL15,5100,WD&UP
LSBOP
Local Small Business Opportunity Program(Continued) (h)Compllance
Sec,1.10.129,Local small business opportunities program IA) The Director of minority and Small business
partldpation. opportunities shat, be responsible for evaluating good faith
(a) Sealed Bids The Ioilowing procedure: and contract efforts documentation and subcontractor information
requirements wit, be used to insure that "ocal sma' submitted by bidders in conformance with, the AUGUSTA
businesses are encouraged to participate in Augusta Georgia GA CODE and any State and Federal Laws applirahle to any
contracts,including but not limited to construct on contracts bid spec ficat'ons for compel t ve sealed hid projects Trot to
requests for professional services and the performance of award of the contact.
public works contracts The Augusta, Georgia user (i)Competltive Blds
department shall Indicate goals for local small business in all Nothing In this Policy is to be construed to require Augusta.
solicitations for contracts over 5100,000 in value. Georgia to award a bid contract to other than the lowest
(1) Bid conditions for contracts awarded by responsible blddet, or to require contractors to award to
Augusta.Georgia will require that,where subcontracting goal subcontractors. 0, to make significant material purchases
is utilized in performing the contract. the bidder or from local small businesses who do riot submit the best
Proponent, will make Good Faith Effons to subcontract with overall pricing to Augusta,Georgia
or purchase supplies from local small businesses Bid Sec,1.10.130.Exceptions-federally funded projects,
speclficaticns will require the bidder or proponent to keep In accordance with§1.10.8 ane Chapter 108,the LSBUP shall
records of such efforts that are adequate to permit a only be utilized with federally funded projects.solicitations or
determination of compliance with this requirement contracts as authorized by federal land Georgia) laws,
(2) Each bidder shall be required to provide regulations and conditions applicable to such projects To the
documentation of achieving goal cr provide documentation extent that there are any conflicts between any such lams,
of Good Faith Efforts to engage local small businesses as regulations or conditions and the LSBOP, the federal land
subcontractors or suppliers, the names of localsmalt Georgia)laws,regulations and conditions shall control
businesses and OthgrSUbcontractor5 to whom it intends to
awardsubcontracts,the dollar value of the subcontracts,and NOTE: All forms should be submitted In a sealed envelope
the scope of the work to be performed, recorded on the Labeled local Small Business Required Forms, Company's
forints) provided or made available as part of the bid Name&Bid/RFP/RFQ Number
package.If there are no subcontracting oppertunifies,bidder
shall so indicate on the appropriate form r 't 1 °art°t�..r __-+•rs°a'-
161 All bid documents shall require bidders or Local Small Business Opportunity Program
proponents to submit with their bid the following written 535 Telfatr Street,Room 710
documents, statements or forms, which shall be made Augusta,Georgia 30901
available by the Procurement Department (706)821.2006
(I) Non-Discrimination Statement which shall
affirm the bidder's:(a)adhergrIeeteymIt'q ol!ues of Augusta, Website: httpa/www.auq_ustaga.q�oviincimaspx7nir=89
Georgia relating to egyal''q ppirWity�r'reontracttng; (b) nev'seobrr0016
agreement to undertdke1{1jrlaip.measurej ,gf ovided in this
policy to ensure ntdllrnkrr 'practicable pariid�lon of local
small buainessos;o and . rorrot ,to engage in
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d ."-s/J8U4RFP 17.20_7 Strategic Asset Management Planning
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Strategic Asset Vanagement
Planning for Augusta , GA - Utilities
Department
RFP Item # 17 207
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SECTION G
CH2M Fee Proposal
CH2M appreciates the opportunity to submit our proposal to provide support to AUD on their Strategic
Asset Management Planning(SAMP).We have a proven track record of customizing the SAMP to ensure
our clients are able to meet their specific objectives.The below table outlines the associated fee for the
services discussed in our recommended schedule of services.
Strategic Asset Management Planning for Augusta,GA—Utilities Department
RFP Item#17-207
Task Labor Fee Other Direct Costs/ Total
Task 1: Team Chartering $8,640 $800
$9,440
Task 2: Best Practices $7,280 $1,00p
$8,280
Task 3: Gap Analysis , $50,280 $2,500
$52,780
Task 4: Draft SAMP $49,940 $2,000 $51,940
Task 5: Final SAMP and Roll-out $20,120 $1,000 $21,120
Task 6: PM $6,480 $0 $6,480
Sub-Total $142,740
$6,300 $149,040
Task 2.1(Optional)—Peer Exchange $16,780 $2,300 $19,080
Task 5.2(Optional)—SOAP Analysis $23,340 $2,300
$25,640
Total
$182,860 $11,600 $193,760
Note:
1Please rote that CH2M will not markup expenses such as airfare,mileage,meals,hotel,and rental car. All direct costs will
be billed at the actual costs not to exceed the budget outlined above.
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SECTION G-CH2M FEE PROPOSAL
Labor Rate Fee Table
In addition,as requested in the RFP,below is our rate table to be utilized for the project.
Labor Classification/Title Grade Level 2017 2018
Hourly Rates
Vice-President,Principle-in-Charge Engineer/Scientist 8/9 $240
Principal Manager/Technologist/Engineer/Consultant Engineer/Scientist 7 $220
Sr.Project Manager/Technologist/Engineer/Consultant Engineer/Scientist 6 $195
Project Manager/Technologist/Consultant,Construction Manager Engineer S $174
Sr.Strategic Consultant Scientist/Planner 5 $160
Project Engineer/Planner/Scientist,Senior Project Representative, Engineer/Scientist 4
Project Designer $145
Associate Engineer/Planner/Scientist,Project Representative Engineer/Scientist 3 $127
Staff Engineer/Planner/Scientist Engineer/Scientist 2 $108
Jr.Staff Engineer/Planner/Scientist Engineer/Scientist 1 598
Geologist/Scientist/Planner/Scheduler Engineer/Scientist 0 $88
Office Support Office $75
Note:
Rates are those hourly rates charged for work performed on a Task Order by CH2M HILL's employees of the indicated
classifications. These rates include all allowances for salary,overhead,and fees;but do not include allowance for Direct
Expenses,subcontracts and outside services.
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