Common use of DETAILED SCOPE Clause in Contracts

DETAILED SCOPE. The Scope of Work that follows details the individual tasks and deliverables for the PROJECT. The individual (or sub-) tasks are grouped according to the phases of work as follows: • Task 100 – Preliminary Engineering, Evaluation and Design • Task 200 – Final Design • Task 300 – Bid Phase Services • Task 400 – Engineering Services During Construction • Task 500 – Start-up and Commissioning Services This section delineates the scope of basic services for the PROJECT. Task 100 – Preliminary Engineering, Evaluation, and Design Task 101 – Project Kick-off and Administration ENGINEER will complete the following activities / develop the following items as part of project planning and set-up activities: • Set-up (i.e. project budget / financials, work plan, and baseline for earned value tool) • Subconsultant agreements • Invoicing and activity report templates • Project Management and Quality Plan (PMP / QMP) with baseline schedule • Health & Safety Plan (H&SP) (for ENGINEER’s staff and subconsultants only) • Risk Register for ENGINEER’s internal use; ENGINEER will provide review and input for the PROJECT Risk Register to be developed and maintained by the PM/CM) • Communication tools for ENGINEER’s internal use (i.e. meeting / workshop scheduling and tracking, decision log, change log, and action item tracking) The PMP/QMP will outline the project goals and objectives, scope of work, baseline schedule, support tools, communications protocols, and quality review plan. The quality review plan will incorporate the approach for pointedly engaging technical advisors and specialty expertise in the early phases of the preliminary engineering and development. Project Meeting #1 (Preliminary Engineering and Design Kick-off Meeting) will be held with AWU and PM/CM to confirm key elements of the PMP/QMP, project scope objectives, baseline schedule, understand stakeholders and influence, and to set the proposed agenda for Project Meeting #2 (Team Chartering Session). Throughout project execution, ENGINEER will conduct monitoring and control activities to track project progress and develop monthly invoices with project activity reports for submittal to AWU. Activity reports will document activities completed during the previous period, planned activities for the following month, key decisions made, needed decisions, and decision-related / critical path action items. For this task, up to nine (9) months is assumed for project administration during preliminary engineering, evaluation, and design. Project administration during final design is included in Task 201. • Project Meeting # 1 – Preliminary Engineering and Design Kick-off • Meeting agenda and summary (.pdf format) • PMP / QMP with baseline schedule (.pdf format) • Monthly Invoices with Activity Report (including updated project schedule) The PM/CM will provide the ENGINEER with its previously collected AWU information and data for the PBWTP as compiled and categorized for the WTRIO Master Plan. The information and data will include PBWTP record drawings as well as the WTRIO Master Plan process calculation spreadsheet (in .xls format), newly developed process design criteria (i.e. pumping system curves), and any equipment preferences. It is assumed these information and data already include analyses regarding various design requirements such as chemical storage and feed capacity, process pipe sizing requirements, and high service pumping requirements. ENGINEER will review the provided information and data to identify any gaps and develop and submit a data needs summary to document information and data received and to obtain initial information and data for review. The initial transfer of information and data from the PM/CM and ENGINEER’s summary will be completed prior to Project Meeting #1 to facilitate a discussion of available information and to confirm previous work completed as part of the WTRIO Master Plan. The level of effort for this task assumes AWU and the PM/CM will collect and assemble data for delivery to the ENGINEER in electronic format. • Data needs summary (i.e. confirmation of data and information received with gap analysis) ENGINEER will conduct Project Meeting #2 (a 2-part workshop) with AWU and the PM/CM to discuss previous work, high-level concepts and alternatives, and to establish initial “boundary conditions” (i.e. site use, project cost, and schedule) for the preliminary engineering evaluations. The second part of this workshop will include interactive exercises to discuss the project goals and drivers, identify and establish critical success factors, gain stakeholder input on which factors are most important, consolidate these factors into evaluation criteria categories, and assign weights to the criteria. The criteria and weights will be used in evaluating and selecting alternatives for design and implementation. The overarching workshop objective will be to confirm decision support processes and decision points. ENGINEER will develop a brief technical memorandum (TM) that summarizes the established “boundary conditions”, goals and drivers, evaluation criteria, criteria weights, and decision support processes. • Project Meeting #2 – Team Chartering / Goals, Drivers, & Evaluation Criteria Setting • Meeting agenda and summary (.pdf format) • TM#1 – Project Evaluation Criteria and Decision Support Processes Task 104 – Confirm Design Criteria ENGINEER will summarize and confirm facility design criteria with AWU and the PM/CM upon completing Task 102 activities. For this task, it is assumed criteria set forth in the WTRIO Master Plan, and as modified further by AWU and the PM/CM, will be used as criteria for design. ENGINEER will review this information and refine and augment the design criteria to set the basis of design for each of the major project components. This effort focuses on criteria that impact facility and equipment sizing. Further definition of criteria for materials of construction and related details will be established as part of PDR development under subsequent tasks. ENGINEER will also conduct an initial code review to establish governing codes and regulations that will drive design and construction, classify the facilities, and identify permitting requirements. ENGINEER will develop a brief TM that captures the code review and design criteria in tabular format. Project Meeting #3 will be held to confirm criteria as outlined in the TM. • Project Meeting #3 – Confirm Design Criteria • Meeting agenda and summary (.pdf format) • TM#2 – Project Design Criteria, Governing Codes, and Permitting Requirements Task 105 – Evaluate Alternatives The level of effort for this task has been determined based on the assumptions noted in the following sub-tasks. The assumptions were developed based on prior discussion with AWU and the PM/CM. ENGINEER will evaluate alternatives and their associated costs to facilitate selection for detailed design and implementation. As part of each sub-task, ENGINEER will conduct an internal “concept review” with its technical advisors and team members who bring specialized expertise in each area of the PROJECT. The intent of the review is to discuss outcomes from Task 101 through 104 and alternatives previously discussed with AWU and the PM/CM. Prior experience and lessons learned will be applied with understanding of the project “boundary conditions” (per Task 103) to streamline alternatives and eliminate options that may not be practical, are unproven, or pose other risk such as constructability challenges or unknowns.

DETAILED SCOPE. The Scope of Work that follows details the individual tasks and deliverables for the PROJECT. The individual (or sub-) tasks are grouped according to the phases of work as follows: • Task 100 – Preliminary Engineering, Evaluation and Design • Task 200 – Final Design • Task 300 – Bid Phase Services • Task 400 – Engineering Services During Construction • Task 500 – Start-up and Commissioning Services Basic Services: This section delineates the scope of basic services for the PROJECT. Task 100 – Preliminary Engineering, Evaluation, and Design Task 101 – Project Kick-off and Administration ENGINEER will complete the following activities / develop the following items as part of project planning and set-up activities: • Set-up (i.e. i.e., project budget / financials, financials and work plan, and baseline for earned value tool) • Subconsultant agreements • Invoicing and activity report templates • Project Management and Quality Plan (PMP / QMP) with baseline schedule • Health & Safety Plan (H&SP) (for ENGINEER’s staff and subconsultants only) • Risk Register for ENGINEER’s internal use; ENGINEER will provide review and input for the PROJECT Risk Register to be developed and maintained by the PM/CM) • Communication tools for ENGINEER’s internal use (i.e. i.e., meeting / workshop scheduling and tracking, decision log, change log, and action item tracking) The PMP/QMP will outline the project goals and objectives, scope of work, baseline schedule, support tools, communications protocols, and quality review plan. The quality review plan will incorporate the approach for pointedly engaging technical advisors and specialty expertise in the early phases of the preliminary engineering and development. Project Meeting #1 (Preliminary Engineering and Design Kick-off Meeting) will be held with AWU and PM/CM to confirm key elements of the PMP/QMP, project scope objectives, and the baseline schedule, understand stakeholders and influence, and to set the proposed agenda for Project Meeting #2 (Team Chartering Session). Throughout project execution, ENGINEER will conduct monitoring and control activities to track project progress and develop monthly invoices with project activity reports for submittal to AWU. Activity reports will document activities completed during the previous period, planned activities for the following month, key decisions made, needed decisions, and decision-related / critical path action items. For this task, up to nine eight (9) 8) months is assumed for project administration during preliminary engineering, evaluation, and design. Project administration during final design is included in Task 201. • Project Meeting # 1 – Preliminary Engineering and Design Kick-off • Meeting agenda and summary (.pdf format) • PMP / QMP with baseline schedule (.pdf format) • Monthly Invoices with Activity Report (including updated project schedule) The PM/CM Task 102 – Information / Data Collection and Review AWU will provide the ENGINEER with its previously collected AWU any supplemental information and data for the PBWTP filters (not obtain previously as compiled and categorized for part of the WTRIO Master Plan. The information and data will include PBWTP record drawings as well as the WTRIO Master Plan process calculation spreadsheet (in .xls format)Chemical, newly developed process design criteria (i.e. pumping system curves)Clearwell, and any equipment preferences. It is assumed these information and data already include analyses regarding various design requirements such as chemical storage and feed capacity, process pipe sizing requirements, and high service pumping requirementsPump Station Improvements project). ENGINEER will review the provided information and data to identify any gaps and develop and submit a data needs summary to document information and data received and to obtain initial information and data for review. The initial transfer of information and data from the PM/CM and ENGINEER’s summary will be completed prior to Project Meeting #1 to facilitate a discussion of available information and to confirm previous work completed as part of the WTRIO Master PlanPlan assessments. The level of effort for this task assumes AWU and the PM/CM will collect and assemble data for delivery to the ENGINEER in electronic format. • Data needs summary (i.e. i.e., confirmation of data and information received with gap analysis) Task 103 – Facility Assessment / Confirmation of Needs ENGINEER will conduct Project Meeting #2 site visits to assess the filter facility condition and to review key issues and performance limiting factors (a 2-part workshopPLFs) with AWU and the PM/CM to discuss previous workplant staff. The assessment team will be comprised of structural, high-level concepts and alternativesarchitectural, process, mechanical, electrical, and to establish initial “boundary conditions” I&C discipline leaders. It is assumed the assessment will be completed in one (i.e. site use1), project cost, and schedule) for the preliminary engineering evaluationseight (8) hour day. The second part of this workshop will include interactive exercises to discuss the project goals and drivers, identify and establish critical success factors, gain stakeholder input on which factors are most important, consolidate these factors into evaluation criteria categories, and assign weights to the criteria. The criteria and weights will be used in evaluating and selecting alternatives for design and implementation. The overarching workshop objective will be to identify and confirm decision support processes rehabilitation needs with AWU prior to initiating preliminary engineering and decision pointsevaluation effort. ENGINEER will develop a brief technical memorandum (TM) that summarizes TM to summarize identified needs. Project Meeting #2 will be held to review and confirm the established “boundary conditions”, goals and drivers, evaluation criteria, criteria weights, and decision support processesidentified needs with AWU. • TM#1 – Facility Assessment / Identified Needs • Project Meeting #2 – Team Chartering Facility Assessment / GoalsIdentified Needs • Meeting agenda and summary (.pdf format) Task 104 – Alternative Evaluations The level of effort for this task has been determined based on the assumptions noted in the following sub-tasks. The assumptions were developed based on prior discussion with AWU. ENGINEER will evaluate alternatives and their associated costs to facilitate selection for detailed design and implementation using cost-benefit analysis. Sub-task 104.1 – Filter Underdrain Type / Manufacturer ENGINEER will initially review filter underdrain types and manufacturers with AWU. Based on initial discussion, Drivers, & Evaluation Criteria Setting manufacturers will be invited to give a 1-hr presentation to respond to specific questions developed by the ENGINEER with AWU. ENGINEER will develop and conduct cost-benefit analysis to compare and short-list manufacturers for either a pre-selection process or competitive sealed proposal process as part of detailed design. ENGINEER will identify non-cost criteria that differentiate the “benefits” of a given underdrain alternative. ENGINEER will use its decisionSPACES tool to conduct a criteria weighting and alternative scoring exercise in a workshop with AWU. Cost-benefit outcomes will be discussed in the workshop to decide next steps for underdrain specification in detailed design. ENGINEER will develop a TM to summarize the filter underdrain alternatives evaluation and outcomes. • PowerPoint Summary #1 – Filter Underdrain Alternatives and Costs • Manufacturer Questions for Presentation Agenda / Manufacturer Meetings (up to five) • Project Meeting #3 – Filter Underdrain Alternatives and Costs • Meeting agenda and summary (.pdf format) • TM#1 TM#2 – Project Evaluation Criteria Filter Underdrain Alternatives and Decision Support Processes Task 104 Costs Sub-task 104.2 – Confirm Design Criteria Air Scour Piping Installation ENGINEER will summarize evaluate alternatives for the air scour piping installation. ENGINEER previously developed concept drawings for air scour piping replacement from the filter deck, within the filter bays. ENGINEER will refine this alternative and confirm facility design criteria with AWU and the PM/CM upon completing Task 102 activities. For this task, it is assumed criteria set forth develop an additional alternative for installation of new air scour piping in the WTRIO Master Planfilter gallery. ENGINEER will develop initial 3-D models of the piping alternative configurations to confirm the proposed installations and basis for cost development. ENGINEER will conduct cost-benefit analysis (similar to Task 104.1) to facilitate selection of the preferred air scour piping installation approach. ENGINEER will develop a TM to summarize the air scour piping installation alternatives evaluation and outcomes. • PowerPoint Summary #2 – Air Scour Piping Installation Alternatives and Costs • Project Meeting #4 – Air Scour Piping Installation Alternatives and Costs • Meeting agenda and summary (.pdf format) • TM#3 – Air Scour Piping Installation Alternatives and Costs Sub-task 104.3 – Filter-to-Waste / Recycle Piping Installation ENGINEER previously conducted an evaluation of alternatives. ENGINEER will update the alternatives analysis considering piping concepts developed per Task 104.2 and conduct a cost-benefit analysis to confirm the approach to filter-to-waste / recycle piping installation with AWU. As part of this Task, and as modified further by AWU and ENGINEER will update hydraulic calculations to confirm the PM/CM, will be used as criteria basis for design. ENGINEER will review this information develop a TM to summarize the filter-to-waste / recycle piping installation alternatives evaluation and refine outcomes. • PowerPoint Summary #3 – Filter-to-Waste / Recycle Piping Installation Alternatives and augment the design criteria to set the basis Costs • Project Meeting #4 (combined with Task 104.2) – Filter-to-Waste / Recycle Piping Installation Alternatives and Costs • Meeting agenda and summary (.pdf format) • TM#4 – Filter-to-Waste / Recycle Piping Installation Alternatives and Costs Sub-task 104.4 – Filter Backwash Water Supply Loop ENGINEER previously conducted an evaluation of design for each of the major project components. This effort focuses on criteria that impact facility and equipment sizing. Further definition of criteria for materials of construction and related details will be established as part of PDR development under subsequent tasksalternatives. ENGINEER will also update the alternatives analysis and conduct a cost-benefit analysis to confirm the approach to filter backwash water supply loop installation with AWU. ENGINEER will develop a TM to summarize the filter-to-waste / recycle piping installation alternatives evaluation and outcomes. • PowerPoint Summary #4 – Filter Backwash Water Supply Loop Alternatives and Costs • Project Meeting #4 (combined with Task 104.2) – Filter Backwash Water Supply Loop Alternatives and Costs • Meeting agenda and summary (.pdf format) • TM#5 – Filter Backwash Water Supply Loop Alternatives and Costs Sub-task 104.5 - Construction Sequencing and Phasing ENGINEER will evaluate alternatives for sequencing construction and phasing the rehabilitation. Alternatives will compare a single construction contract vs. multiple-phased contracts. ENGINEER will conduct a cost-benefit analysis (similar to Task 104.1) to facilitate selection of the preferred approach. ENGINEER will develop a TM outlining construction sequencing concepts to maintain operations and complete the work and to summarize the phasing alternatives evaluation and outcomes. • PowerPoint Summary #5 – Construction Sequencing and Phasing Alternatives and Costs • Project Meeting #5 – Construction Sequencing and Phasing Alternatives and Costs • Meeting agenda and summary (.pdf format) • TM#6 – Construction Sequencing and Phasing Alternatives and Costs Task 105 – Identify Governing Codes and Permitting Requirements ENGINEER will conduct an initial code review to establish governing codes and regulations that will drive design and construction, classify the facilities, and identify permitting requirements. ENGINEER will develop a brief TM that captures the code review and design criteria requirements in tabular format. • TM#7 – Governing Codes and Permitting Requirements Task 106 – Develop Preliminary Design Criteria for Rehabilitation / Improvements ENGINEER will develop preliminary design criteria for the rehabilitation / improvements by design discipline. Criteria will be summarized in tabular format and reviewed in a workshop with AWU. ENGINEER will then incorporate the criteria into the draft PER. • PowerPoint Summary #6 – Preliminary Design Criteria for Rehabilitation / Improvements • Project Meeting #3 6 – Preliminary Design Criteria for Rehabilitation / Improvements • Meeting agenda and summary (.pdf format) Task 107 – Develop Preliminary Engineering Report (PER) and OPCC ENGINEER will develop the draft PER upon completing the previous tasks. The PER will serve as the basis for detailed (final) design development and will generally be comprised of the following: • Executive Summary • Introduction • Facility Assessment / Identified Needs (TM #1) • Alternative Evaluations (compilation of TM#2 through TM#6) • Recommended Improvements • Governing Codes and Permitting Requirements (TM #7) • Preliminary Design Criteria (includes tabular summaries per Task 106 with equipment sizing, quantity, type, materials of construction, acceptable manufacturers, applicable criteria for each design discipline, high-level control narratives) • Preliminary Opinion of Probable Construction Cost (OPCC) (Level 4 AACE) • Implementation Plan (preliminary maintenance of plant operations plan, construction constraints, sequencing, and estimated overall schedule) • Appendices o PowerPoint summaries from the evaluation of alternatives o Manufacturer cut-sheets and information o Draft filter underdrain / media cleaning procedures (to be finalized as part of future start-up / commissioning services) o Draft specifications for filter underdrain and media including inspection and testing requirements (to be finalized as part of future detailed design services) The PER will include preliminary drawings, process and instrumentation diagrams (PIDs), and preliminary electrical plan with main one-line diagrams. Project Meeting #11 will be held to confirm criteria as outlined in receive comments and discuss the TMPER. ENGINEER will compile comments using a comments / response log. • Draft PER • Project Meeting #3 7 – Confirm Design Criteria Draft PER Review • Meeting agenda and summary (.pdf format) • TM#2 Comments / response log Task 108 – Project Design Criteria, Governing Codes, and Permitting Requirements Task 105 – Evaluate Alternatives The Develop 3-D Model (30% level of effort for this task has been determined based on design) While developing the assumptions noted in the following sub-tasks. The assumptions were developed based on prior discussion with AWU and the PM/CM. ENGINEER will evaluate alternatives and their associated costs to facilitate selection for detailed design and implementation. As part of each sub-taskdraft PER, ENGINEER will conduct an internal “concept review” with its technical advisors develop a 3-D Model for the filter bay (typical) and team members who bring specialized expertise in each area of the PROJECTpipe gallery. The intent of the review is to discuss outcomes from Task 101 through 104 and alternatives previously discussed with AWU and the PM/CM. Prior experience and lessons learned 3-D Model will be applied used in a review workshop to facilitate discussion and receipt of comments prior to advancing the detailed (final) design. Project Meeting #8 will be held to review the models. • 3-D Model of Filter Bay and Pipe Gallery • Project Meeting #8 – 3-D Model Review • Meeting agenda and summary (.pdf format) Task 109 – Finalize PER and OPCC ENGINEER will address draft PER review comments received from AWU. The OPCC and 3-D Models will also be updated to coincide with understanding of the project “boundary conditions” (per Task 103) to streamline alternatives and eliminate options that may not be practical, are unproven, or pose other risk such as constructability challenges or unknownsaddressing comments.