07/16/1997 Agreement
C-8789
ORIGINAL
COOPERATIVE AGREEMENT
BETWEEN THE
SOUTH FLORIDA WATER MANAGEMENT DISTRICT
AND
MONROE COUNTY
This AGREEMENT is entered into on ~\.\c. '-\' T c;- , 1997, between "the
Parties," the South Florida Water Management District, a public corporation Qf the State of
Florida ("the DISTRICT"), and Monroe County, a political subdivision of the State of
Florida (" the COUNTY").
WITNESSETH THAT:
WHEREAS, the DISTRICT is a public corporation of the State of Florida, created by the
Florida Legislature and given those powers and responsibilities enumerated in Chapter 373,
Florida Statutes to include entering into contracts with public agencies, private corporations
or other persons; and
WHEREAS, the DISTRICT in preparing the Florida Keys Water Quality Plan recognized
that it should participate with the COUNTY to solve the water quality problems in the
Florida Keys; and
WHEREAS, the availability of significant funding from the Alligator Alley toll bonds will
facilitate DISTRICT involvement to help the COUNTY solve Florida Keys water quality
problems, specifically those related to wastewater; and
WHEREAS, State of Florida Office of the Governor, Executive Order Number 96-108,
directs various state agencies and requests the DISTRICT to assist the COUNTY in
preparing and implementing a wastewater management master plan; and
WHEREAS, the DISTRICT and the COUNTY will develop a master plan that will guide
the development of a wastewater collection and treatment system in the Florida Keys; and
WHEREAS, in this plan, the DISTRICT and the COUNTY will recognize the unique
Agreement No, C-8789 - Page 1 of 10
~
geography of the Florida Keys by examining alternatives to the traditional regional
wastewater systems; and
WHEREAS, the DISTRICT has funds in its current fiscal year budget (1996-97), which are
available for its first year funding of this AGREEMENT; and
WHEREAS, the COUNTY warrants and represents that it has no obligation or indebtedness
that would impair its ability to fulfill the terms and conditions of this AGREEMENT; and
WHEREAS, the Governing Board of the DISTRICT at its April 10, 1997 Meeting
authorized entering into this AGREEMENT;
NOW THEREFORE, the DISTRICT and the COUNTY, in consideration of the mutual
benefits resulting from this agreement, do hereby agree as follows:
ARTICLE 1 - STATEMENT OF WORK
1.1 The COUNTY shall to the satisfaction of the DISTRICT, fully and timely perform
all work items described in the "Statement of Work, " attached hereto as Exhibit "A,"
and made a part of this AGREEMENT.
1.2 As part of the services to be provided by the COUNTY under this AGREEMENT,
the COUNTY shall substantiate, in whatever forum reasonably requested by the
DISTRICT the methodology, lab analytical examinations, scientific theories, data,
reference materials, research notes, any work completed by assistants, models,
concepts, analytical theories, computer programs and conclusions utilized as the basis
for the final work product required by this AGREEMENT. This paragraph shall
survive the expiration or termination of this AGREEMENT.
ARTICLE 2 - TERM OF THE AGREEMENT
2.1 The period of performance of this AGREEMENT shall commence on the date of
execution of this AGREEMENT and continue through December 31, 1999.
2.2 The Parties agree that time is of the essence in the performance of each and every
obligation under this AGREEMENT.
Agreement No. C-8789 - Page 2 of 10
ARTICLE 3 - COMPENSATION/CONSIDERATION
3. 1 As consideration for providing the goods and services required by this
AGREEMENT, the DISTRICT shall pay the COUNTY an amount not to exceed
One Million Dollars and No Cents ($1,000,000.00), as specified in Exhibit "A."
The amount expended under this AGREEMENT for the DISTRICT'S fiscal year
ending September 30, 1997, shall not exceed Five Hundred Thousand Dollars and No
Cents ($500,000.00). Further funding of this AGREEMENT is subject to receipt of
monies from the Alligator Alley toll bond sales and DISTRICT Governing Board
budgetary appropriation for the 1997-98 and 1998-99 DISTRICT fiscal years. In the
event the DISTRICT does not approve funding for future fiscal years, this
AGREEMENT shall terminate upon expenditure of the current funding,
notwithstanding other provisions in this AGREEMENT to the contrary. The
DISTRICT will notify the COUNTY in writing after the adoption of the final
DISTRICT budget for each subsequent fiscal year if funding is not approved for this
AGREEMENT.
3.2 The DISTRICT shall not be obligated to provide any additional funding or contract
for any additional goods or services pursuant to this AGREEMENT.
3.3 It is the intent and understanding of the Parties that this AGREEMENT is solely for
the benefit of the COUNTY and the DISTRICT. No person or entity other than the
COUNTY or the DISTRICT shall have any rights or privileges under this
AGREEMENT in any capacity whatsoever, either as third-party beneficiary or
otherwise.
ARTICLE 4 - INVOICING AND PAYMENT
4.1 The COUNTY'S invoices shall reference the DISTRICT'S Contract Number C-8789
and shall be sent to the following address:
South Florida Water Management District
Attention: Division of Procurement
Post Office Box 24680
3301 Gun Club Road
West Palm Beach, Florida 33416-4680
The COUNTY should not submit invoices to any other address at the DISTRICT.
4.2 The COUNTY shall submit the invoices on a quarterly basis following completion
Agreement No. C-8789 - Page 3 of 10
of the specified tasks and deliverables, pursuant to the schedule outlined in Exhibit
B, attached hereto and made a part of this AGREEMENT, and Article 4.3 of Exhibit
"A. "
4.3 The DISTRICT shall pay the full amount of the invoice within thirty (30) days of
receipt and acceptance, provided the COUNTY has performed the work according
to the terms and conditions of this AGREEMENT. Failure by the COUNTY to
follow the foregoing instructions may result in an unavoidable delay of payment by
the DISTRICT.
ARTICLE 5 - PROJECT MANAGEMENT/NOTICE
5.1 The Project Manager for the DISTRICT is:
Mr. David B. Thatcher, AICP
Director, Lower East Coast and Special Projects Division
Planning Department
3301 Gun Club Road
West Palm Beach, Florida 33406
Telephone Number (561) 687-6330
The Project Manager for the COUNTY is:
Mr. George Garrett
Director of Marine Resources
Monroe County
2798 Overseas Highway
Marathon, Florida 33050
Telephone Number (305) 289-2500
5.2 The Parties shall direct all matters arising in connection with the performance of this
AGREEMENT, other than invoices and notices, to the attention of the Project
Managers for attempted resolution or action. The Project Managers shall be
responsible for overall coordination and oversight relating to the performance of this
AGREEMENT.
5.3 All notices, demands, or other communications to the COUNTY under this
AGREEMENT shall be in writing and shall be deemed received if sent by certified
mail, return receipt requested, to:
Monroe County
2798 Overseas Highway
Marathon, Florida 33050
Agreement No. C-8789 - Page 4 of 10
All notices to the DISTRICT under this AGREEMENT shall be in writing and sent
by certified mail to:
South Florida Water Management District
Attention: Division of Procurement
3301 Gun Club Road
Post Office Box 24680
West Palm Beach, Florida 33416-4680
The COUNTY shall also provide a copy of all notices to the DISTRICT'S Project
Manager. All notices required by this AGREEMENT shall be considered delivered
upon receipt. Should either party change its address, written notice of such new
address shall promptly be sent to the other party.
All correspondence to the DISTRICT under this AGREEMENT shall reference the
DISTRICT'S Contract Number C-8789.
ARTICLE 6 - TERMINATION /REMEDIES
6.1 If either party fails to fulfill its obligations under this AGREEMENT in a timely and
proper manner, the other party shall have the right to terminate this AGREEMENT
by giving written notice of any deficiency. The party in default shall then have ten
(10) calendar days from receipt of notice to correct the deficiency. If the defaulting
party fails to correct the deficiency within this time, this AGREEMENT shall
terminate at the expiration of the ten (10) day time period.
6.2 The DISTRICT may terminate this AGREEMENT at any time for convenience upon
thirty (30) calendar days prior written notice to the COUNTY. The performance of
work under this AGREEMENT may be terminated by the DISTRICT in accordance
with this clause in whole, or from time to time in part, whenever the DISTRICT
shall determine that such termination is in the best interest of the DISTRICT. Any
such termination shall be effected by delivery to the COUNTY of a Notice of
Termination specifying the extent to which performance of work under the
AGREEMENT is terminated, and the date upon which such termination becomes
effective.
In the event of termination, the DISTRICT shall compensate the COUNTY for all
authorized and accepted work performed through the te~mination date. The
DISTRICT shall be relieved of any and all future obligations hereunder, including
but not limited to lost profits and consequential damages, under this AGREEMENT.
The DISTRICT may withhold all payments to the COUNTY for such work until
such time as the DISTRICT determines the exact amount due to the COUNTY.
Agreement No. C-8789 - Page 5 of 10
6.3 If either party initiates legal action, including appeals, to enforce this AGREEMENT,
the prevailing party shall be entitled to recover a reasonable attorney's fee, based upon
the fair market value of the services provided.
6.4 The DISTRICT anticipates a total project cost of Two Million Two Hundred
Thousand Dollars and No Cents ($2,200,000.00), of which the DISTRICT will
contribute an amount not to exceed One Million Dollars and No Cents
($1,000,000.00), subject to receipt of monies from the Alligator Alley toll bond sales
and DISTRICT Governing Board budgetary appropriation for the 1997-98 and 1998-
99 DISTRICT fiscal years. The balance of matching funds in the amount of One
Million two Hundred Thousand Dollars ($1,200.000.00) will be contributed by the
COUNTY including One Hundred Twenty-Five Thousand Dollars ($125,000.00) from
the Florida Department of Environmental Protection and funding from other sources
secured by the COUNTY. In the event that either DISTRICT or COUNTY funding
becomes unavailable, that shall be good and sufficient cause for the DISTRICT to
terminate the AGREEMENT pursuant to Paragraph 6.2, above.
6.5 In the event a dispute arises which the project managers cannot resolve between
themselves, the Parties shall have the option to submit to non-binding mediation. The
mediator or mediators shall be impartial, shall be selected by the Parties, and the cost
of the mediation shall be borne equally by the Parties. The mediation process shall be
confidential to the extent permitted by law.
ARTICLE 7 - RECORDS RETENTION/OWNERSIllP
7.1 The COUNTY shall maintain records and the DISTRICT shall have inspection and
audit rights as follows:
A. Maintenance of Records: The COUNTY shall maintain all financial and non-
financial records and reports directly or indirectly related to the negotiation or
performance of this AGREEMENT including supporting documentation for' any
service rates, expenses, research or reports. Such records shall be maintained and
made available for inspection for a period of five years from completing performance
and receiving final payment under this AGREEMENT.
B. Examination of Records: The DISTRICT or its designated agent shall have the
right to examine in accordance with generally accepted governmental auditing
standards all records directly or indirectly related to this AGREEMENT. Such
examination may be made only within five years from the date, of final payment under
this AGREEMENT and upon reasonable notice, time and place.
Agreement No. C-8789 - Page 6 of 10
C. Extended Availability of Records for Legal Disputes: In the event that the
DISTRICT should become involved in a legal dispute with a third party arising from
performance under this AGREEMENT, the COUNTY shall extend the period of
maintenance for all records relating to the AGREEMENT until the final disposition
of the legal dispute, and all such records shall be made readily available to the
DISTRICT.
7.2 All documents, including, but not limited to, technical reports, research notes,
scientific data and computer programs in draft and final form including the source
code and object code, which are developed by the COUNTY in connection with this
AGREEMENT, may be utilized by the DISTRICT in its normal course of business.
DISTRICT use may include, but shall not be limited to, reproduction, distribution
and preparation of derivative works.
ARTICLE 8 - STANDARDS OF COMPLIANCE
8.1 The COUNTY, its employees, subcontractors or assigns, shall comply with all
applicable federal, state, and local laws and regulations relating to the performance
of this AGREEMENT. The DISTRICT undertakes no duty to ensure such
compliance, but will attempt to advise the COUNTY, upon request, as to any such
laws of which it has present knowledge.
8.2 The laws of the State of Florida shall govern all aspects of this AGREEMENT. In
the event it is necessary for either party to initiate legal action regarding this
AGREEMENT, venue shall be in the Fifteenth Judicial Circuit for claims under state
law and in the Southern District of Florida for any claims which are justiciable in
federal court.
8.3 The COUNTY shall allow public access to all project documents and materials in
accordance with the provisions of Chapter 119, Florida Statutes. Should' the
COUNTY assert any exemptions to the requirements of Chapter 119 and related
Statutes, the burden of establishing such exemption, by way of injunctive or other
relief as provided by law, shall be upon the COUNTY.
8.4 Pursuant to Section 216.347, Florida Statutes, the COUNTY is prohibited from the
expenditure of any funds under this AGREEMENT to lobby the Legislature, the
judicial branch, or another state agency.
8.5 The COUNTY hereby assures that no person shall be discriminated against on the
grounds of race, color, creed, national origin, handicap, age, or sex, in any activity
under this AGREEMENT. The COUNTY shall take all measures necessary to
effectuate these assurances.
Agreement No. C-8789 - Page 7 of 10
ARTICLE 9 - RELATIONSIllP BETWEEN THE PARTIES
9.1 The COUNTY is an independent contractor and is not an employee or agent of the
DISTRICT. Nothing in this AGREEMENT shall be interpreted to establish any
relationship other than that of an independent contractor, between the DISTRICT and
the COUNTY, its employees, agents, subcontractors, or assigns, during or after the
performance of this AGREEMENT. The COUNTY is free to provide similar
services for others.
9.2 The COUNTY shall not assign, delegate, or otherwise transfer its rights and
obligations as set forth in this AGREEMENT without the prior written consent of
the DISTRICT. Any attempted assignment in violation of this provision shall be
void.
9.3 The COUNTY assumes sole responsibility for all work which is performed pursuant
to Exhibit" A," including but not limited to design and development of a master plan
for a wastewater collection and treatment section. By providing funding hereunder,
the DISTRICT does not make any warranty, guaranty, or any representation
whatsoever regarding any of the work performed hereunder, including but not limited
to the adequacy or sufficiency of all or any part of work described in Exhibit "A."
The provisions of this section shall survive this AGREEMENT.
ARTICLE 10 - GENERAL PROVISIONS
10.1 Notwithstanding any provisions of this AGREEMENT to the contrary, the Parties
shall not be held liable for any failure or delay in the performance of this
AGREEMENT that arises from fires, floods, strikes, embargoes, acts of the public
enemy, unusually severe weather, outbreak of war, restraint of Government, riots,
civil commotion, force majeure, act of God, or for any other cause of the same
character which is unavoidable through the exercise of due care and beyond the
control of the Parties. Failure to perform shall be excused during the continuance of
such circumstances, but this AGREEMENT shall otherwise remain in effect. This
provision shall not apply if the "Statement of Work" of this AGREEMENT specifies
that performance by COUNTY is specifically required during the occurrence of any
of the events herein mentioned.
10.2 In the event any provisions of this AGREEMENT shall ~onflict, or appear to
conflict, the AGREEMENT, including all exhibits, attachments and all documents
specifically incorporated by reference, shall be interpreted as a whole to resolve any
inconsistency.
Agreement No. C-8789 - Page 8 of 10
10.3 Failures or waivers to insist on strict performance of any covenant, condition, or
provision of this AGREEMENT by the Parties, their successors and assigns shall not
be deemed a waiver of any of its rights or remedies, nor shall it relieve the other
party from performing any subsequent obligations strictly in accordance with the
terms of this AGREEMENT. No waiver shall be effective unless in writing and
signed by the party against whom enforcement is sought. Such waiver shall be
limited to provisions of this AGREEMENT specifically referred to therein and shall
not be deemed a waiver of any other provision. No waiver shall constitute a
continuing waiver unless the writing states otherwise.
10.4 Should any term or provision of this AGREEMENT be held, to any extent, invalid
or unenforceable, as against any person, entity or circumstance during the term
hereof, by force of any statute, law, or ruling of any forum of competent jurisdiction,
such invalidity shall not affect any other term or provision of this AGREEMENT,
to the extent that the AGREEMENT shall remain operable, enforceable and in full
force and effect to the extent permitted by law.
10.5 This AGREEMENT may be amended only with the written approval of the Parties.
10.6 This AGREEMENT states the entire understanding and agreement between the
Parties and supersedes any and all written or oral representations, statements,
negotiations, or agreements previously existing between the Parties with respect to
the subject matter of this AGREEMENT. The Parties recognize that any
representations, statements or negotiations made by staff of either party do not
suffice to legally bind the DISTRICT or the COUNTY in a contractual relationship
unless they have been reduced to writing and signed by an authorized DISTRICT or
COUNTY representative. This AGREEMENT shall inure to the benefit of and shall
be binding upon the Parties, their respective assigns, and successors in interest.
IN WITNESS WHEREOF, the Parties or their duly authorized representatives
Agreement No. C-8789 - Page 9 of 10
hereby execute this AGREEMENT on the date first written above.
SOUTH FLORIDA WATER MANAGEMENT DISTRICT,
BY ITS GOVERNING BOARD
DATE:
By: Jtt~ ~~-i::;.
Deputy Ex";uti~~~';;'tor
MONROE COUNTY, BY ITS
BOARD OF COUNTY COMMISSIONERS
By:
Title:
(SEAL)
ArreST: DANNY L KOlHAGE, aERK
BY
Agreement No. C-8789 - Page 10 of 10
EXHIBIT "A"
STATEMENT OF WORK
WASTEWATER MANAGEMENT MASTER PLANNING
1.0 INTRODUCTION
The Monroe County Board of County Commissioners (County) and the Governing Board of the
South Florida Water Management District (District) agree to share funding to develop a Sanitary
Wastewater Management Master Plan for the Florida Keys. This cooperative agreement will
create funding for a master plan that will guide the development of a wastewater collection and
treatment system in the Florida keys.
2.0 SCOPE OF WORK
The scope of work for the Master Plan is composed of many tasks and deliverables which are
described in detail in the Contract between Monroe County and its Consultant, CH2M Hill,
entitled "Monroe County Sanitary Wastewater Master Plan Project" (County Contract). The
Plan will recognize the unique geography of the Florida Keys by examining alternatives to the
traditional regional wastewater systems. Larger islands may be best served by a regional-type
system, while smaller islands may require individual or package systems. The County shall have
sole and full responsibility for managing all aspects of the County Contract and for ensuring
delivery of acceptable final work products to the District according to the Project Schedule.
The County Contract includes the following specific project summary:
"The Consultant shall gather and analyze technical information on various alternative
technologies for the treatment and disposal of wastewater, from all sources including
public input. This public information-gathering process will allow the evaluation of the
widest possible range of alternative options for wastewater treatment and disposal. The
Consultant shall then analyze the costs and benefits of each alternative, including whether
such technology is feasible in the Florida Keys. This process will allow the Consultant
to make an objective, well-informed decision choosing from among the various
alternative options (or combination of options) based on the best available science and
technology. This decision will then be incorporated into a Sanitary Wastewater Master
Plan for the Florida Keys. The Consultant shall then analyze implementation decisions,
including funding sources and wastewater management options during the interim
transition period prior to full implementation of the chosen alternative. "
Exhibit" A," Page 1 of 3, Agreement C-8789
3.0 WORK BREAKDOWN STRUCTURE
The District will review, for funding purposes, all final deliverables submitted to the County
under the County Contract and as more fully described in Attachment It 1 It to this Statement of
Work. All requests for amendments to the County Contract which impact Attachment It 1 It shall
be submitted, for funding purposes, to the District for review and approval prior to amending
the County Contract. The District- and County-approved changes to Attachment "1" shall be
incorporated by amendment into this Contract C-8789. The County shall provide one (1) copy
of each deliverable and report to the District for review and approval. The County shall be
responsible for consolidating District comments along with those submitted by the Sanitary
Wastewater Master Plan Technical Advisory Committee (SWMP AC) and forwarding such
comments to the County's Consultant for revision and resubmission, as required. By providing
funding hereunder, the District does not make any warranty, guaranty, or any representation
whatsoever regarding any of the work performed hereunder, including but not limited to the
adequacy or sufficiency of all or any part of work herein described. The provisions of this
section shall survive this Agreement.
4.0 DELIVERABLES AND PAYMENT SCHEDULE
4.1 Coordination with Other Agencies and Organizations
The County shall provide copies of each deliverable and report to the members of the Sanitary
Wastewater Master Plan Technical Advisory Committee (SWMPT AC), which the Monroe
County Board of County Commissioners and the Florida Keys National Marine Sanctuary Water
Quality Protection Program Steering Committee designated as the appropriate forum for multi-
agency review and acceptance of the plan deliverables. SWMPTAC shall be provided such
copies at the same time as copies are submitted to the District. The SWMPT AC is comprised
of representatives from the following agencies:
Monroe County
City of Key West
Florida Keys Aqueduct Authority
South Florida Water Management District
Florida Department of Environmental Protection
Florida Department of Community Affairs
Florida Department of Health
U.S. National Park Service
National Oceanographic and Atmospheric Administration
U.S. Fish and Wildlife Service
U.S. Environmental Protection Administration
U.S. Army Corps of Engineers
The County shall provide copies of each deliverable and periodic project status reports to the
Exhibit" A," Page 2 of 3, Agreement C-8789
Florida Keys National Marine Sanctuary Advisory Committee for information sharing purposes
through the Public Information Program developed in Task II of the County Contract. Project
status reports shall be made public through the Public Information Program. The County shall
be responsible for securing SWMPT AC approval and creating a written instrument to
demonstrate such approval to the District.
4.2 Review of Deliverables
The District shall determine, prior to payment:
1. That each deliverable is complete and conforms with the requirements of Attachment" 1. "
2. That data, upon which a deliverable is based, were collected in a scientific manner
acceptable to the County and the District.
3. That any conclusions and recommendations contained within a deliverable are
scientifically defensible .
4. That each deliverable has been reviewed and approved by the Sanitary Wastewater
Master Plan Technical Advisory Committee (SWMPTAC).
4.3 Tasks funded by the District and Payment
The District will pay the sums set forth in Exhibit "B." Invoices shall be submitted quarterly
for specific Tasks and Deliverables completed, beginning at the end of the first quarter following
execution of this Agreement. Payment by the District shall be for deliverables received and
accepted by the District in completed form during the prior quarter.
The Task Numbers and descriptions in Exhibit "B" correspond to those listed in Attachment" 1. "
Exhibit" A," Page 3 of 3, Agreement C-8789
~
'7
5
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
on '" '" on on '" on on on on on on on on on on on on on on '" on on
'"
0
0 0 0 0 0 0 0 0 0 0 0 0 0 ~ 0 0 0 0 0 0 0 0 0
on '" on on '" on '" on on on '" on on '" on '" '" '" '" '" on '"
....
0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
on '" '" .... on '" on on '" on on on '" on '" on '" on on '" '" .... on
'"
0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
'" '" '" '" '" '" '" '" '" '" '" '" '" '" '" on '" '" '" '" '" '" '"
'"
0
0 0 ~ 0 0 ~ ~ 0 0 0 0 <Xl <Xl 0 0 0 0 0 0 0 0 0 0
.,. '" '" '" '" '" '" '" '" '" '" '" '" '" '" '" '" '" '" '"
... co co
cD cD
5 '" '"
'" '"
0 a:; a:; 0 0 0 0 '" '" '" '" 0 0 0 0 0 '" '" 0 0 M co ;::
'" '" '" '" '" .... .... 0> 0> '" '" '" '" '" '$ ... '" '" .... 0>
M o. '< - - 0 0 '" '" - co
;;; ci ci cD cD N N <Xi N ci
0 M '" '" '" '" .... .... M M ....
'" '" '" '" on '" '" .... '" .... ....
i
0 ":1 0 0 '" '" '" 0 M 0 0 0 0 co 0> .... 0 0 0 0 0 0 0
;J> ~: Ul .... .... 0> '" '" '" '" .... '" on <0 0 '" '" '" '" '" .... .... on
., '" '" '" '" 0 '"
<Xi ci cD vi vi ,.; <Xi
: ! '" M '" 0 '" '" co
.... .... '" ;;; .... '" ....
i
~I S .... 0 0 0 0 .... 0 0 0 0 0 0 0 0 0 '" '" 0 0 '"
'" '" '" '" ~ '" .... .... '" '" '" .... '" '" co '" .... 0>
" :~ '" "l co 0
Ie> ",' '" on ci cD
;r. -" M M '" ;; ;;
J I'" .... ....
I
71 0 11 ~ .... ~ '" '" M M '" '" <Xl co co 0> .... '" '" '" '" M co ....
'" 0> '" .... 0> 0> 0> 0> <0 0 '" '" '" co .... 0> '"
'.' M o '" '" '" '" '" - 0 0 co co 0 '" '" '" '" co '" - 0>
L' ~ ....- 'O:t"" vi ~ ci ~. ci <0 cD cD cD cD cD ,.; co N '" cD ci <Xi N cD
- e> '" M M '" '" '" M M '" '" co .... .... .... ;;; M M co
'" '" .... '" '" ... ... ... ;;; ... ... .... '" '" .... ... '" '" '" ... '"
0 I
f- I
"" ""
<J) = = on '"
-'" '" "" ""
<J) ,.; ",' M U 0 ~
;':" '1' "" <D - N '" '" 0 0 0 .<: ;;: ~ .Ii
f-CJ ;;: .Ii .<: u u u u .<: .<: cD
u- "" - = =
'G~ = - = - ~ :> :> :> :> :> :>
- - - = - - = > :>
'" ~ '" '" '" '" '" ~ ~ '" '" '" '" ~ ~
" E '" ~ ~ '" '" '" '" ~ ~ '" '"
0.0 '" '" '" '" '" '" '" '" '" l:l l:l
.. '" '" '" '" .. '" '" .. '" .. '" .. '"
(/)() l- I- l- I- l- I- l- I- l- I- l- I- l- I- l- I-
t::
&.
0>
a: '"
~ '"
0> Q)
.. '5> 5>
E 0 0
(!) '" 0> '" '" E a a
'" '" '" 0> ;:J e e
:0 ~ 0> .. e t:: ~ > en '" .s::: .s:::
;,: ~ "0 .0 Q 0 'iij 0> u li:
c; .. '" .. '" a. U 5> 0>
.0 C ~ '" ~ 0 0> .. e III 0 l- I-
,:!: .. ~ ~ 0 a. a: u. ~ a c:
'" 0> 5" '5> e en
c; 0 '" '" Q; ci: en ~ Q; "" .s::: I- 0>
0 '" :;; 0 0 ~ 3: E
'" 0> D '" ~ 'f E j E a 0 '"
0 ~ '" '" ~ 0 E Q) e I- 0>
in .0 .s:::
;;; '" ~ u: ~ ;:J ~ 1;; li: en '0 ,::
c := <; x 0 '" ~ en >- I-
0 '" Q; 0; .. en I- 3: c Q;
:9 i "0 L1l '" 0 3: 3: Q)
::I '" ;;; ;:J '" e en 0 '"
a. ::;; C> ~ C .0 ~ a a. 0> ,Q ~ E ~
U '" Q '" Q; e '"
0 '" '" ~ Cii l- e ~ 0 '" 0>
<J) ~ in ;:J iii '" ;;; ~ 'j1i 0 0> ~
'" 0; a. :; 0 .. '" '" c:i '"
0 ~ >- > a. a. Q; ::;; .. 3: 3: .. 'i( a .. '0 :s .:2 3:
c;; L1l "" 0 c Q. L1l U ..
c .>. '" .2 ~ 0> .. C, ~
"" N M :.i ~ ,;; .. cD 0> ;.: a;
a - ~ .., ~ t; .. > 0 :0
g E .. '" .. .. .. 8- .. .. i .. '0 '~ ~ .. ..
'" 0 0 I ;;; 0 0 0 i( 0 '0
0> in .. "0 E 0 c a: iii 0
e U E ci: 0 '" E E <II E '" L1l E E .s::: > E E
ii '" E '" 0 3: '" D: '" "0 '" .5 Q) '" .:! 0> u '" "" Q) Q)
.. 0> 0 a. ::;; .., Q; ::;; ~ ::;; ::;; ;;; '" ::;; :( ::;; .. :; .., ::;; ::;;
.. 0> 0 "" Q,: "f ;:J .... '"
>- g " .s::: L1l ;;; .s::: 0 ~ .s::: K .s::: .s::: '" .s::: .s:::
'1i ;;; > li: "" '" u iL u Ul 0; u C u c $ '" u u
ci: <5 " '" 0 ~ ~ ~ ~ :> 0> .2 0> .. '" '"
c C I- U. U. ::;; G; '0 L1l l- t; l- E ~ 0 l- I-
-'" c( '1i
<J) c '1i :;: '1i 1;; .. ::l '1i ~ '1i .!! '1i .. ..
" 0 '0 .. '0 ~ '0 0 '0 0 '0 '0 '0 .. '0
f- .. :E .c :E .. :E G; :E E :E (,) :E ~ :E
.D U ::l .. ::l ;;; ::l .. ::l " ::l ~ ::l ~ ;:J
::> " M '" <II ;; M - '" '" '" <II .. <II <II > <II <II ~ ~ '" <II
(/) C "" .:lJ C <D U U U U ~ 0 ;= 0 .5 "" 0 ~ 0 ~ ;;: <D
-'"
0' -
'" - -
f- - > > :> :> :>
~
-:i
~
c:
:5
J;
>-
'"
'9
.0
~
"
'"
v.
'cO
.-
is
~
L1l
~
6
0 0 ~ N N 0 ~ 0 ~ 0 0 0 ~ <Xl ~ <') N
'" '" ." ." '" '" ." ~ .... <D
... N N "'. <D <D "'.
0; 0; '" '" oj oj N
0 ;; ;; - - .... .... -
;; ;; '" '" N
'"
0 0 0 0 0 ~ 0 0 0 0 0 0 0 0 0 0
'" ." '" '" '" '" '" '" ." '" '" '" '" '" ."
.... .
0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
'" '" '" '" '" '" '" '" '" '" '" '" '" '" '" ."
'" 1
0
~ ~ ~ ~ ~ ~ ~ ~ 0 ~ 0 ~ 0 0 ~ ~
'" '" '" '"
'"
~
0
0 0 0 0 0 ~ '" '" <') ~ <Xl 0 0 0 0 '"
'" '" '" '" '" U'> !::: <') '" '" '" '" '" N
.. '" N <') <') U'>
0; on on <Xi <Xl 0
0 <') N <D ;; ;; N
'" '" ." ;;
0 0 0 0 .... .... 0 0 0 0 0 0 0 0 0 '"
'" '" '" '" U'> U'> '" '" '" '" '" '" '" '" '" ~
.. 0 0
'l,' 'l, 15
0 '" '" <')
'"
<Xl <Xl '" '" 0 0 0 0 0 0 0 0 0 0 0 ....
<Xl <0 <D <D '" '" ." '" '" '" '" '" '" '" ... 0
N .... .... - -
... '" <Xi <Xl ....
0 <') <') N N ~
'" '" '" '" '"
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 <')
'" '" '" '" '" '" '" '" '" '" '" '" '" '" '" ....
- <Xl
'"
0 0
;;
<;; <Xl <0 '" N 0 .... .... '" '" <') <Xl CD CD CD <') <') 0
0 <Xl CD <D '" U'> U'> U'> !::: <') '" '" <D <D .... .... '"
.... .... N <') 0 0 '" N <') <') '" '" <D <D ....
U ... '" <Xl- 0; ..: ... '" 0; on on <Xi <Xl ... '" <Xi <Xi 0;
Oi <') <') N ;; '" <D <D <') N <D ;; ;; - .... .... '"
'" '" '" '" '" '" '" '" '" ;; ;;; '" '" '"
(5 '"
l-
t/) <il
"'"
t/) '"
"'"0 lD lD U lD :0-
I-Q) .;: .;: .;: .;: Cb
.2 a; ~ x u X X ~ x x
-"Q .. x .. .. x x x
'~ E '.Ji ~ "" "" "" '.Ji "" '.Ji ""
~8 la la la la .. la
'" '" '" '"
l- I- l- I- l- I- l- I- I-
..
'en "
ill .. >- 8-
.. 'ii
'0. 0. c ..
Cl> 0 0 <( II: "
:0 "0 "0 '" :a 0
c c c a.
'" .r: .r: ;t: E .. [ij
;;; ll: :.l rn II:
E 0:
.~ l- I- .. " :a
Q; c c ~ rn i6 [ij [ij
0 .. .. .. E 13 0: 0:
E E '0 c E
(; .. .. ., 0 " ::i Q; Q;
0> [ij LL rn
c ~ :if Q; ::: .. '0 ~ Vi
0 [ij 0: c '"
'g ~ .. 0 c ::i ::i
:::< :::< c u 0
:J c .. .. 0 iii Q; i6
0 8' .. .. :ri E i a. ::: i> 1ij 1;j
'" " ;;, "0 .. '" .. ~ ~
Q) '0 ;;= .2 rn r 3: c g E ..
0 c w 0 c a. ~ 13
.c c i;j :::< - lI: .... 3: 3:
~ 0; .c - - u '" -
.. ... .. :ri .. c .. :a :a
l- . rn 'c
C 0 I- 0 0 .. :a .. 0
E C E 0 '" E .. .. E '~ '~
.. .. .. rn .. ~ u ..
E :::< . :::< c :::! c :::<
'iii = ~ g rn ~ c rn c rn
. .r: E .r: Iii .r: . .r: .. '" ..
'" 3- iii <( "iil Ci: Ci: 'ii
.. u u :.l Qi c "> :.l '" c
C Ol Ol c3 >- .. a. u: :; 0
.. I- .. I- ~ l- . I- :; :; u: OJ
"'" c >
'" ~ OJ .. OJ U OJ .:c OJ 0 OJ 1i1 OJ 1ii OJ '0
'" C '0 ~ '0 .. '0 '0 '0 .. '0 .. '0 l-
I- .. ... :I u ::E ::E
. E 15 E E .. E ~ E ."
.0 " ." ~ ~ :: ~ c
::> i: " 'ii ::J " <il :0- " 0" ::J .. ::J :!
rn rn rn .. '" '" rn "- rn 0 rn III
lJ) ILl lD III lD U U III lD lD iL Cl
~ = /:5
'" x - > ~
l- X X X x x
c
Ol
E
..
'"
'"
[ij
:::<
iii
1ii
3:
'"
12
o
G:
.r:
S
o
rn
>-
.0
'0
..
'0
C
"
LL
..
7!i
<II
I-
~
~.'":
.0
i"
.n
\
0\
CO
f',.
CO
I
U
N
4-
o
N
OJ
O'l
ro
CL
=
co
=
+-'
......
.0
..t::
X
l.J.J
Attachment 1
Scope of Work
Monroe County Sanitary Wastewater Master Plan
Scope of Work - Project I
Task I. Decision Analysis:
The Consultant will develop an objective decision making framework that evaluates and
prioritizes program alternatives, considers the effect of different service areas, and assesses
the cost and benefits of different wastewater management technologies. This framework
will consider and coordinate technical data, stakeholder input, risk calculations, cost
estimates, environmental impact assessments, and organizational concerns throughout the
life of the project. Monroe County staff members will work together with the Consultant
to explicitly articulate project goals, develop concrete measurements of project success,
create a decision-based model to evaluate alternatives, and produce a workable Sanitary
Wastewater Master Plan based on the altemative(s) that are chosen as a result of this
process. These activities will be deliverable in the four project phases. The requirements
for each project phase is described individually below and includes its own milestones.
A. The Consultant will continue to work with County staff to more clearly defme the
scope of the project and to develop specific program goals and objectives. The
Consultant will assemble a decision making team to develop an appropriate model
for the decision making process.
I. The Consultant will hold a series of two back-to-back workshops and a third
follow-up workshop to develop a project framework; the first day of the
workshops will include members of Monroe County staff, while subsequent
workshops may include additional stakeholders Sanitary Wastewater Master
Plan Technical Advisory Committee (SWMP TAC representatives, public
participants, a citizens advisory committee (CAC), etc. The Consultant
will:
a) Define critical stakeholders;
b) Perform a stakeholder evaluation and assess their critical concerns
and issues;
c) Develop a core decision making team;
d) Establish a Needs Statement with clearly defmed goals and
objectives;
e) Define decision tasks, describing what decisions must be made
during the course of the project;
f) Develop a series of instrumental objectives that the project must
achieve, and provide tangible' metrics to evaluate a successful
outcome;
g) Seek and develop consensus for any standards or criteria that will be
used to evaluate the project; and
h) Create a common vision that is easily articulated.
2. The Consultant will coordinate a public involvement! information program
and will provide regular updates to stakeholders as part of the Public
Outreach requirements set out in Task II., A.
3. As a Contract Deliverable identified in Appendix B; the Consultant will
publish the proceedings from the three workshops and provide a report to
the County which includes:
a) A Vision statement;
b) Project framework;
c) Goals and objectives;
d) Evaluation criteria;
e) Minutes of meetings; and
f) List of identified stakeholders.
This is a one-time Contract Deliverable; upon completion and delivery the
Consultant may bill the County for the entire amount specified for Subtask I.
A. 3. in Appendix B.
B. The Consultant will create a decision making model that allows separation of
meaningful data from less important data, that allows an objective, non-biased
evaluation of project alternatives, and that contributes to project understanding.
1. The Consultant will hold one facilitated workshop to develop and refine the
decision making model. During the model development process, the
Consultant will:
a) Develop a criteria weighting system and establish specific objectives
(a value model);
b) Incorporate the risk of uncertainty into the evaluation model;
c) Present the initial model structure to Monroe County staff;
d) Review model components with the County;
e) Refine the model as needed
2. The Consultant will:
a) Assess the adequacy of available information;
b) Determine necessary additional data collection activities;
2
c) Conduct a preliminary evaluation of necessary actions relative to the
criteria noted in Task I. B. 1. a) above; and
d) Determine responsibility and time frame for developing additional
information;
3. The Consultant will coordinate a public involvement! information program
and will provide regular updates to stakeholders for this aspect of the
project as part of the Public Outreach requirements set out in Task II., A.
4. As a Contract Deliverable identified in Appendix B; the Consultant will
publish the proceedings from these workshops, and provide a report to the
County which includes:
a) An interim evaluation model
b) A List of ongoing data needs, and
c) List of program metrics
This is a one-time Contract Deliverable; upon completion and delivery the
Consultant may bill the County for the entire amount specified for Subtask I.
B. 4. in Appendix B.
C. The Consultant will analyze the data obtained from data collection activities;
evaluate wastewater management options for each service area; and recommend
treatment strategies on an area-by-area basis as follows:
1. The Consultant will collate and combine available data into the decision
model.
2. The Consultant will evaluate service area designations based on technical
feasibility criteria.
3. The Consultant will perform a sensitivity analysis on a model which
incorporates an appropriate measure of risks.
4. The COIlsultant will determine benefits, incremental costs, and cost
effectiveness comparisons for different treatment alternatives for each
servIce area.
5. The Consultant will hold one workshop to evaluate treatment alternatives
within the context of the decision model and will:
a) Present the completed model to Monroe County staff;
b) The Consultant will facilitate discussion and evaluation of
alternatives leading to final recommendations.
3
6. The Consultant will coordinate this phase with the public involvement and
information program and will provide regular updates to stakeholders for
this aspect of the project as part of the Public Outreach requirements set out
in Task II., A.
7. As a Contract Deliverable identified in Appendix B, the Consultant will
develop summary of decision model findings, including a written
explanation of model results and possible fallback strategies. The
Consultant will provide this report to the County in fulfillment of Contract
requirements. This is a one-time Contract Deliverable; upon completion
and delivery the Consultant may bill the County for the entire amount
specified for Subtask I. C. 7. in Appendix B.
D. The Consultant will develop a detailed Sanitary Wastewater Master Plan containing
wastewater management alternatives. The chosen alternative will be selected by
the Monroe County Board of Commissioners.
1. The Consultant will hold one workshop to develop an initial
implementation plan which:
a) Identifies impediments to implementation;
b) Prioritizes project implementation stages, in particular:
(1) The Consultant will assess the efficacy of a Keys-wide
wastewater utility to for provide funding for interim
upgrades to existing wastewater facilities which may
ultimately be required to hook-up to regional. Sub-regional,
or local collection systems in their area.
(2) The Consultant will develop practical approaches to the
problems associated with the transition from the existing use
of cesspools, substandard systems, septic systems, and local
collections systems to the approach that is ultimately
suggested in the Sanitary Wastewater Master Plan for each
wastewater service area, including:
(a) when and how cesspools and substandard systems
should be replaced during the interim period prior to
full implementation of the Sanitary Wastewater
Master Plan.
(b) when and how to equitably require replacements for
individuals who have existing or receive new On-site
Wastewater Treatment System (OWTS) permits
during the transition period to full implementation of
the Sanitary Wastewater Master Plan.
c) Incorporate cost estimates for interim measures.
4
d) The Development of this Task will be coordinated with the
completion of Technical Memorandum No. 13: "Service Area
Implementation Plan."
2. The Consultant will provide a tree diagram outlining implementation
strategies and schedules.
a) The diagram will establish primary implementation activities as well
as a prioritized schedule of secondary, tertiary, and other activities.
3. The Consultant will identify potential financing options for implementation
of the Sanitary Wastewater Master Plan.
4. The Consultant will coordinate a public involvement and information
program and will provide regular updates to stakeholders for this aspect of
the project as part of the Public Outreach requirements set out in Task II., A.
5. The Consultant will provide a Final Decision Analysis Report which
summarizes the proceedings and conclusions of decision team meetings and
provide the product to the County in report format as a Contract Deliverable
(as identified in Appendix B).
a) The minutes from previous meetings;
b) A decision model summary;
c) Documentation of the process leading to the final development of
the decision process model, including interim project
implementation decisions and a list of stakeholders identified in
Task II. B. 1. a); and
d) Graphical presentation material of decision analysis.
As a one-time Contract Deliverable; upon completion and delivery the
Consultant may bill the County for the entire amount specified for Subtask I.
D. 5. in Appendix B.
Task II. The Consultant will provide an effective, well organized public outreach program to
gather information, obtain public input, and help inform the general public about the results
and importance of the Sanitary Wastewater Master Plan effort. The Consultant will
develop an outreach program for the public which clearly dermes the current knowledge
about water quality problems relating to land-based sources of pollution in the Keys and
delineates potential solutions. The Consultant will integrate recommendations developed
during all phases of the planning effort with the public outreach effort.
A. The Consultant will be responsible for providing and obtaining public outreach
support for each of the six (6) workshops defined in Task I. The results of the
workshops defined in Task I will be further disseminated to the public through the
various media forums set forth in Subtasks II. B., C., and D. The Public outreach
5
component of the Consultant team should be present at all workshops so as to
clearly understand the outcome of each meeting and to document the meetings in
the form of minutes and public information.
B. The Consultant will develop a program of three (3) public forums, each to be
presented in the three regional areas of the Keys (9 meetings total). It will be the
Consultant's responsibility to set-up and advertise the forums, develop a format
for each, invite attendees and stakeholder, complete advertisement of the forum in
all appropriate media, establish and set-up forum locations, and run each forum
session. The forums will follow the following themes.
I. Public Forum I. The Consultant will develop a forum agenda which allows
discussion of the problems associated with land-based sources of pollution
in the Keys, particularly wastewater, and the process for recognizing and
refining our knowledge about these problems. The Consultant will provide
a summary report to the County as a Contract Deliverable, as identified in
Appendix B, which outlines the results of the forum, any public comment,
and which provides an assessment by the Consultant of the issues identified
and the level of success of the forum. As a one-time Contract Deliverable;
upon completion and delivery, the Consultant may bill the County for the
entire amount specified for Subtask II. B. I. in Appendix B.
2. Public Forum 2. The Consultant will develop a forum which discussion of
the potential solutions to the problems noted in the first forum through
improvements in wastewater management. The Consultant will provide a
summary report to the County as a Contract Deliverable, as identified in
Appendix B, which outlines the results of the forum, any public comment,
and which provides an assessment by the Consultant of the level of success
of the forum. This is a one-time Contract Deliverable; upon completion the
Consultant may bill the County for the entire amount specified for Subtask
II. B. 2. in Appendix B.
3. Public Forum 3. The Consultant will hold a third forum during the
implementation planning stage of the project to allow the public to talk to
County representatives and the Consultant one on one about how
implementation of the Sanitary Wastewater Master Plan will work. The
Consultant will provide a summary report to the County as a Contract
Deliverable, as identified in Appendix B, which outlines the results of the
forum, any public comment, and which provides an assessment by the
Consultant of the level of success of the forum. This is a one-time Contract
Deliverable; upon completion the Consultant may bill the County for the
entire amount specified for Subtask II. B. 3. in Appendix B.
6
C. The Consultant will be responsible for identifying all CIVIC, business, and
environmental groups, home owners associations, and other stakeholders with
which we might work to disseminate information.
1. The Consultant will set-up one meeting with each of the pivotal groups
throughout Monroe County dependent on their willingness to participate.
a) The purposes of these meetings will be to inform business and civic
groups about the project, its importance, and direction and to
provide them with information packages to create an extended
public out-reach effort through these groups.
b) The Consultant will prepare all meetings, hold them, and be
responsible for recording and addressing the comments of each
group. This is a Contract Deliverable as identified in Appendix B
and will be met by providing to the County a report collating and
assessing the group comments, issues and concerns and which
provides recommendations for improving the County's public
outreach effort. This is a one-time Contract Deliverable; upon
completion and delivery the Consultant may bill the County for the
entire amount specified for Subtask II. C. 1. in Appendix B.
2. All identified groups will receive semi-annual updates of relevant
activities from the Consultant. The Consultant will set up a follow-up
meeting with each of the groups with which the County and the Consultant
actually meet in Subtask II. B. 1. above.
a) The purpose of the second set of meetings will be to inform these
groups of progress related to their comments and concerns toward
the final outcome of the Sanitary Wastewater Master Plan.
b) The Consultant will prepare all meetings, hold them, and be
responsible for recording the comments of each group. The
Consultant will provide to the County a report assessing the
character of group comments, issues and concerns as a Contract
Deliverable as identified in Appendix B. The deliverable report
shall provide recommendations for improving the County's public
outreach effort and assess the success of the effort to date. This is
a one-time Contract Deliverable; upon completion and delivery the
Consultant may bill the County for the entire amount specified for
Subtask II. C. 2. in Appendix B.
D. The Consultant will be responsible for identifying all specific media sources
through which information can be disseminated in the Keys.
7
1. The Consultant will use the following means of providing information to
the public to define the problem, establish the process, and present potential
solutions concerning the wastewater issue:
a)
Print:
(1)
The Consultant will develop 3-up rack cards and a
companion information booklet in two themes which
separately discuss water quality problems and potential
solutions through better wastewater management. The
themes will be developed independently and printed at
different times as identified in Appendix B. The Consultant
will be responsible for distribution of the 3-up cards and
information booklets to those groups identified in Task II. C.,
to interested government agencies, and will provide copies at
forums identified in Task II. C. The Consultant will print
20,000 copies each of the 3-up cards and information
booklets for each them. This is a Contract Deliverable, as
identified in Appendix B, and shall be met by verification
through signed receipts that printing has occurred and that
distribution has been made to government agencies and to
groups identified in Task II. B. Billing for this Contract
Deliverable may be made twice during the Contract; each at
one half (112) the cost specified for Subtask II. D. a) (1) in
Appendix B.
(2) The Consultant will provide press releases and news articles
to local news papers, develop regular columns, exclusive or
otherwise, in the various local print media, and provide
periodic updates in the Chambers of Commerce newsletters,
other business forums, and in the various agency, citizen, and
environmental newsletters. This is a Contract Deliverable as
identified in Appendix B. The Consultant will provide a
monthly report with documentation of efforts to develop
news stories and press coverage, establish regular columns,
and insert news items in group newsletters. Billing may be
provided monthly up to 24 times during the Contract; each at
one twenty-fourth (1124) the cost specified for Subtask II. D.
1. a) (2) in Appendix B.
(3) The Consultant will develop on short project brochure
outlining water quality problems and potential solutions
through improved wastewater management for use at
community and business public forums. The Consultants
will print 5,000 copies of the project brochure. This is a one-
time contract deliverable; upon completion and delivery the
8
Consultant may bill the County for the entire amount
specified for Subtask II, D. 1. a) (3) in Appendix B
b)
Video
(1)
The Consultant will develop one short (5-7 minute) video
outlining water quality problems and potential solutions
through improved wastewater management for use at
community and business public forums or television
broadcasts. This is a Contract Deliverable as identified in
Appendix B and will be met by providing the County with
two (2) copies of the video as it is complete. Upon
completion and delivery the Consultant may bill the county
for the entire amount specified for Subtask II, D. 1. B) (a) in
Appendix B.
(2) The Consultant will develop a one half (112) hour television
program describing water quality problems developing from
land-based sources of wastewater pollution in the Keys. The
Consultant will develop contracts for regular airing of the
program on local access networks. This is a Contract
Deliverable as identified in Appendix B and will be met by
providing the County with at least two (2) copies of the
program and documentation that contracts have been made
for regular airing of the program. This is a one-time
Contract Deliverable; upon completion and delivery the
Consultant may bill for the entire amount specified for
Subtask II. D. 1. b)(2) in Appendix B.
(3) The Consultant will arrange airing of programs on Channel
5. This is a Contract Deliverable as identified in Appendix B
and will be met by providing a copy of the Consultant's
contract with Channel 5 for airing the programs as identified
in Subtasks II. D 1. b) (2). The contract should specify how
many times per month that the programs will air and for how
many months programs will be placed on the air. The
Consultant may bill the County on a monthly basis for the
cost of airing (as specified in the contract between the
Consultant and Channel 5) and up to 24 times at one twenty-
fourth (1/24) of the cost specified for Subtask II. D. 1. b) (3)
in Appendix B.
(4) The Consultant will arrange for the amng of programs
identified in Subtasks II. D. 1. b) (2) or from other sources on
other local television shows. This is a Contract Deliverable
as identified in Appendix B and will be met by providing up
9
to eight (8) quarterly reports to the County identifying
successful efforts to air the programs. The Consultant may
bill the County in up to eight (8) times at one eighth (1/8) of
the cost specified for Subtask II. D. 1. b) (4) in Appendix B.
c)
Radio
(1)
The Consultant will provide an on-going effort to place
project team members on radio talk show programs
throughout the Keys to discuss key aspects of the project and
their importance. This is a Contract Deliverable as identified
in Appendix B and will be met by providing up to eight (8)
quarterly reports to the County documenting successful
effort. The Consultant may bill the County quarterly up to
eight times during the Contract for one eighth (1/8) of the
cost specified for Subtask II. D. 1. C) (1) in Appendix B.
d) Internet
(1) The Consultant will develop an Internet site or "Home Page"
for dissemination of information developed through other
media efforts. In addition, the Consultant will post the such
information to existing Internet sites that are available for
public use. This is a Contract Deliverable as identified in
Appendix B and will be met by providing up to eight
quarterly reports identifying the development, additions, and
modifications to the Internet WEB site or Home Page
through the course of the Contract. The Consultant may bill
the County quarterly up to eight times for one eighth (1/8) of
the cost identified for Subtask II. 1. d) (1) in Appendix B.
e) Administration:
(1) The Consultant will develop and maintain an on-going
news media alliance for disseminating information relevant
to this project.
(2) The Consultant will be responsible for working with a
designated point person and perhaps two to four additional
members of the County staff to review and provide
comments on media releases before providing them to
media representatives for dissemination.
(3) The Consultant will work with other education and out-
reach programs to disseminate information relevant to this
project.
10
(4) The Consultant will be responsible for coordinating the
individual schedules of project team members, including
County staff, to ensure their presence at forums, television
presentations, radio programs, and other media efforts
relevant to the project.
(5) Subtask II. D. 1. e) is a Contract Deliverable as identified in
Appendix B and will be met by providing up to eight (8)
quarterly reports outlining all efforts and time involved in
coordinating schedules and programs. The Consultant may
bill the County quarterly up to eight (8) time for one eighth
(118) of the cost specified for Subtask II. D. 1. e) (5) in
Appendix B.
E. The Consultant will develop a program and point of contact for School based
programs and will supply print, video, and other media products to the school
system as an educational tool. Suggested means for school involvement in the
Sanitary Wastewater Master Plan are to:
1. Invite high school level sciences and social sciences classes, teachers, and
students to forums;
2. Organize and prepare an on-site demonstration project suitable for use at
public schools throughout Monroe County. Organize the, presentation of
this demonstration project at Monroe County public Schools.
3. Provide simplified hand-outs; one for grade school and one for middle and
high school level students;
4. Develop a science project competitive at various levels of the Monroe
County School System with significant community donated awards as an
incentive to help create an understanding of the water quality and
wastewater issues in the Keys.
This is a Contract Deliverable as identified in Appendix B and will be met by
providing up to eight (8) quarterly reports which identify points of contact with
the school system, media provided, and projects initiated. The Consultant may
bill the County for up to eight quarterly reports at one eighth (118) of the cost
specified for this Subtask II. E. in Appendix B.
F. The Consultant will maintain a library of media resource material developed by
the Consultant or the public media during the course of the Contract. This is a
Contract Deliverable as identified in Appendix B and will be met by providing
copies of all media material to the County. The Consultant may bill the County as
a one time cost as specified for this Subtask II. F. in Appendix B.
11
Task III. Survey, Compile, and Integrate Available Information and Databases
A. The Consultant will complete an assessment of all available databases relevant to
this study and upcoming related studies, such as the Stormwater Master Plan, the
Monroe County Carrying Capacity Study and the Total Maximum Daily Load
(TMDL) Study. The survey has already been initiated by Monroe County staff
which has provided survey forms to the agencies responsible for the databases.
Relevant databases were identified prior to forwarding the survey forms with
assistance and direction from the Technical Advisory Committee and include the
following:
1. Florida Keys Aqueduct Authority (FKAA) database,
2. Monroe County Property Appraiser's database;
3. Monroe County Building Permit database (HTE/AS400 System);
4. Monroe County Well and Cistern database;
5. Florida Department of Health and Rehabilitative Services (HRS) database
for onsite wastewater system permits;
6. HRS cesspool database;
7. Florida Department of Environmental Protection (FDEP) wastewater
facilities database;
8. Florida Marine Research Institute (FMRI) Arclnfo database;
9. South Florida Water Management District Arclnfo database;
10. Army Corps of Engineers database, if any; and
11. EPA STORET database.
The Consultant's responsibility for this task is to review the completed survey
forms and determine which databases will be useful in preparation of the Monroe
County Sanitary Wastewater Master Plan or other related studies and which
databases will be obtained in electronic format for further evaluation in Sub-task
III. B. below.
B. The Consultant will evaluate the databases identified in Sub-task III. A. for useful
application to this and other studies, including the following sub-tasks:
1. The Consultant will obtain tape or disk copies of a representative segment
of each database in ASCII, Access or Excel format. The database segment
should contain no more than 1,000 records and segments from each
database and should represent the same geographic area (e.g., Islamorada or
Plantation Key).
2. The Consultant will evaluate each database with respect to the following
criteria:
a) Value and importance of the information contained in the database
relative to this study and upcoming studies identified in Sub-task III.
12
A., and
b) Strengths or weaknesses of the database in terms of the ability to
make relevant queries or linkages to other databases.
3. This is a Contract Deliverable as identified in Appendix B; the Consultant
will prepare Technical Memorandum No.1., "Evaluation of Existing
Databases," summarizing the database evaluation and including
recommendations for improvements to the databases. Upon completion and
delivery, the Consultant may bill the County for a one time payment as
specified for Subtask III. B. 3. in Appendix B.
C. The Consultant will provide linkages between databases and enhancements to
existing databases in the following manner:
1. In the FKAA database, add a Real Estate (RE) number field to facilitate
linking this database to the Monroe County databases. This task is to be
accomplished to an extent which is satisfactory for the completion of the
Sanitary Wastewater Master Plan, as well as the other upcoming studies
listed in Sub-task III. A. The FKAA account records that are not positively
matched to an RE number through the databases will be matched to RE
numbers not already assigned to FKAA accounts using FKAA service
addresses and the Monroe County ArcInfo parcel map. This is a Contract
Deliverable as identified in Appendix B; the completed work product for
this Subtask will be a database which matches parcel RE numbers with
FKAA account numbers with as few fields as is necessary to accomplish
this task. This database will be partitioned into positive matches (based on
matching street addresses or other fields) and arbitrary matches to
unmatched developed parcels. The Consultant will provide the County with
a short report describing the attributes of the database and an electronic
copy of the database. Upon and completion and delivery, the Consultant
may bill the County for a one-time payment as specified for Subtask III. C.
1. in Appendix B.
2. The Consultant will prepare a spreadsheet which summarizes the Facility
Reports and Monthly Operating Report Summaries provided by the FDEP
Bureau of Information Systems (or other data sources) for permitted
wastewater treatment plants (WWTPs), which contains the following
information:
a) The entity having operational responsibility (information to be
provided by Marathon FDEP personnel);
b) The current rated (permitted) capacity;
c) The age and condition of primary components, as provided by
existing databases or Marathon FDEP personnel;
d) The number and type of connections presently served;
13
e) The number and type of future connections committed to;
t) The average daily flow and maximum 3-month average daily flow;
g) The rated treatment level and level of compliance;
h) The disposal method;
i) The FDEP facility number; and
j) The RE number(s) served by the facility.
3. The Consultant will prepare a summary spreadsheet from the HRS database
(and other HRS or Monroe County sources) for permitted onsite systems
(septic tanks and aerobic treatment units). For each facility the spreadsheet
will contain the following information:
a) The entity having operational responsibility (information to be
provided by existing HRS database or HRS personnel);
b) The current rated (permitted) capacity;
c) The age and condition of primary components, as provided by
existing databases or HRS personnel;
d) The number and type of connections presently served;
e) The number and type of future connections committed to;
t) The rated treatment level,
g) The disposal method,
h) The HRS permit number, and
i) The RE number(s) served by the onsite system.
4. Using available population data (Monroe County Year 2010 Comprehensive
Plan, U.S. Census, Monroe County Statistical Abstract, and FMRI), the
Consultant will provide population projections and distribution by Planning
ArealEnumeration District (P AED) for the 20-year planning period in 10-
year increments, accounting for Rate of Growth Ordinance (ROGO)
allocations, units that are already vested, as well as the growth restrictions
that will be adopted in Rule 28-20.100. The Consultant will also provide
seasonal population projections and distribution. Cumulatively, Subtasks
III. C. 2. through 4. are considered one Contract Deliverable as identified in
Appendix B which the Consultant will meet by providing electronic
spreadsheets or databases, as appropriate, accompanied by documentation
which describes data character and attributes. Upon completion and
delivery, the Consultant may bill the County for a one-time payment as
specified for Subtask III. C. 4. in Appendix B.
5. Using the results of Sub-tasks III. C. 1. Through III. C. 4. Above, the
Consultant will develop a master wastewater database using the Monroe
County Property Appraiser's database and an ArcInfo parcel map as a base.
The following fields shall be included for each parcel record:
a) The parcel RE number;
b) The physical Street address;
14
c) The property owner;
d) The property owner's address;
e) The FKAA account number(s) associated with parcel;
t) The land use classification;
g) The zoning classification;
h) The area, in acres;
i) The number of developed Equivalent Development Units (EDUs)
presently occupied;
j) The number of ED Us that can potentially be developed in the future;
k) The present method of wastewater treatment;
1) The FDEP or HRS facility number of wastewater system serving
parcel;
m) The level of treatment;
n) The estimated wastewater flow as a percentage of water demand;
0) The permit status of undeveloped parcels (whether vested, provided
with a ROGO allocation, or unpermitted).
This Subtask is a Contract Deliverable as identified in Appendix B which
the Consultant will meet by providing electronic spreadsheets or databases,
as appropriate, accompanied by documentation which describes data
character and attributes. Upon completion and delivery, the Consultant may
bill the County for a one-time payment as specified for Subtask III. C. 5. in
Appendix B.
6. This Subtask is a Contract Deliverable identified in Appendix B. As a
Contract Deliverable, the Consultant will prepare Technical Memorandum
No.2.: "Master Wastewater Database Development," which describes the
database and summarizes the methodology used in its development. The
Consultant will provide all fmal revisions for electronic media developed as
a part of Task III. C. The Consultant may bill the County for a one-time
payment as specified for Subtask III. C. 6. in Appendix
Task IV. The Consultant will provide a distribution of current and projected future wastewater
flows.
A. The Consultant will establish wastewater study areas based on wastewater flow
densities, economic considerations regarding wastewater collection and treatment,
and availability of WWTP sites. The Consultant will provide the County with a
GIS coverage which delineates the study areas. Study areas shall in most cases
consist of single islands, but larger islands (e.g., Key Largo) may be divided into
several study areas. Where such division occurs, wastewater study area boundaries
shall be consistent with P AED boundaries.
B. The Consultant will project increases in flows within each wastewater study area
for the 20-year planning period in 10-year increments, using population projections
15
obtained under Sub-task III. C. 4., estimated future ROGO allocations, historical
ROGO allocations, and FKAA water demand data.
C. The Consultant will develop a wastewater flow spreadsheet from the Arclnfo
wastewater database listing annual average wastewater flows and corresponding
EDUs for each wastewater study area for the years 1997,2007, and 2017 and group
wastewater study areas by island and P AEDs.
I. Within each wastewater study area, the Consultant will provide an estimate
of liveaboard and transient vessels in contiguous waters and an estimate of
wastewater flows from these marine sources. The Consultant will use the
best available data based on the most recent published survey of vessels in
Monroe County waters for this estimate. If feasible, the County will
augment this with a current aerial survey of the County completed during
the peak liveaboard season (January to March). The consultant will assign
all surveyed vessels to a polygon representing the anchorage or mooring
area and associate this polygon with the nearest wastewater study area.
2. The Consultant will differentiate flows within each wastewater study area
by wastewater treatment method, including cesspool, OWTS, new OWTS
(post 1992; lOD-6, Part II revisions), ATUs, WWTPs, and
liveaboardltransient vessels (for polygons associated with the study area).
3. The Consultant will provide projections of seasonal wastewater flows for
each wastewater study area and planning year, using seasonal population
projections developed in Sub-task III. C. 4.
D. This is a Contract Deliverable identified in Appendix B. As a Contract Deliverable,
the Consultant will prepare Technical Memorandum No.3.: "Wastewater Flow
Projections," which summarizes results of this task and the methodology used. The
Consultant may bill the County for a one-time payment as specified for Subtask IV.
D. in Appendix B.
Task V. The Consultant will create a "Hot Spot" List
A. Using wastewater loadings determined in Sub-task III. C. 5. And IV. C., and a
general assessment of stormwater nutrient loading, the Consultant will create a
water quality "hot spot" list for confined or nearshore waters. At a minimum, the
Consultant will consider the following in preparation of the "hot spot" list:
I. Known potable water flows; the proportion of cesspools, septic tanks
(permitted OWTS), ATUs, and package WWTPs; and the number of lots
smaller than 0.25 acre;
2. Documented evidence of water quality problems;
16
3. Developed canals with poor circulation or water exchange characteristics;
4. Development and wastewater loading density; and
5. The percent of build-out presently attained (i.e., the potential for future
development and increased adverse water quality impacts).
B. The Consultant will prepare an ArcInfo map of "hot spots" keyed to the list
prepared in Sub-task IV. A.
C. The Consultant will compare the list prepared in this study to the list of "hot spots"
identified in the Phase I and II reports of the Water Quality Protection Plan and
modifications proposed by the South Florida Water Management District.
D. This is a Contract Deliverable as identified' in Appendix B. As a Contract
Deliverable, the Consultant will prepare Technical Memorandum No.4.:
"Delineation of Water Quality 'Hot Spots'," which summarizes the results of this
task and the methodology used. Upon completion and delivery, the Consultant may
bill the County for a one-time payment as specified for Subtask V. D. in Appendix
B.
Task VI. The Consultant will prepare an inventory of existing wastewater treatment plants
(WWTPs)
A. The consultant will evaluate each of the approximately 250 wastewater treatment
plants (WWTPs) under FDEP jurisdiction in the unincorporated areas of Monroe
County, excluding the Marathon Facilities Plan study area (from the Seven Mile
Bridge to Conch Key). Evaluations of the 74 facilities with permitted capacities
greater than or equal to 0.020 million gallons per day (MGD) must include a field
evaluation by the Consultant (a certified engineer with experience in wastewater
engineering). Evaluation of the remaining facilities with permitted capacities less
than 0.020 MGD may be based on information obtained from FDEP. Facility
evaluations must include the following:
1. The FDEP ID number,
2. The permitted capacity,
3. The average daily flow,
4. The maximum 3-month average daily flow,
5. The facility age and condition of primary components,
17
6. The potential for expansion of facility, and
7. The existing or potential reuse.
-
The Consultant will include information similar to that developed for the Marathon
Area Wastewater Facilities Plan in the final tabulation. This is a Contract
Deliverable as identified in Appendix B and will be met by providing the County
with a report documenting the existing character of package plants throughout the
unincorporated Keys area. Upon completion and delivery, the Consultant may bill
the County for a one-time payment as specified for Subtask VI. A. in Appendix B.
B. The Consultant will locate each WWTP (including Marathon area WWTPs) on the
ArcInfo base map by determining the RE number of the parcel on which it is
located. The Consultant will provide this information to the County in a database
or spreadsheet for future reference to an ArcInfo parcel map.
C. Based on information available in FDEP files and provided by FDEP personnel, the
Consultant will compile a summary of current, sampling history, violations,
consent orders, current enforcement actions, and relevant special permit conditions
that may impact the continued operation of any of the WWTPs.
D. This a Contract Deliverable as identified in Appendix B; the Consultant will
prepare Technical Memorandum No.5.: "Evaluation of Existing Wastewater
Facilities," which summarizes the WWTP inventory and the methodology used in
developing the inventory. The Consultant may bill the County for a one-time
payment as specified for Subtask VI. D. in Appendix B.
Task VII. The Consultant will provide an analysis of wastewater collection system alternatives
A. The Consultant will provide an evaluation of applicable wastewater source
collection and transmission technologies to facilitate evaluation of centralized
wastewater collection and treatment alternatives for the wastewater study areas and
for comparison with onsite system alternatives identified in Task VIII. At a
minimum, this discussion should include gravity sewers, "simplified" gravity
sewers, small-diameter gravity sewers, septic tank effluent pumps (STEP), grinder
pumps, and vacuum systems.
B. The Consultant will provide an evaluation of existing wastewater collection
systems and an assessment of the degree to which they could be utilized in
alternatives that involve central wastewater collection and treatment.
C. The Consultant will analyze potential wastewater collection alternatives for each of
the wastewater study areas identified in Sub-task IV. A. A minimum of three of the
most promising collection alternatives (or combinations of alternatives) for the size
and characteristics of the wastewater study area must be evaluated for each area.
18
Evaluation of collection system alternatives should address the following:
1. The maximum reasonable utilization of existing wastewater collection
facilities;
2. The use of centralized, clustered, and decentralized approaches;
3. The inclusion of "hot spots" into the system in areas where onsite systems
may be difficult to utilize; and
4. An evaluation of benefits, feasibility, and cost for the 20-year planning
period.
D. This is a Contract Deliverable as identified in Appendix B. As a Contract
Deliverable, the Consultant will prepare Technical Memorandum No.6.:
"Collection System Alternatives," summarizing the results of this task and the
methodology used. Upon completion and delivery, the Consultant may bill the
County for a one-time payment as specified for Subtask VII. D. in Appendix B.
Task VIII. The Consultant will assess available wastewater treatment technologies for their
ability to reliably and consistently provide a desired load reduction (A WT can be the
reference standard). Wastewater treatment technologies will include cesspools and illegal
septic systems, permitted septic systems, aerobic treatment units, advanced wastewater
treatment technologies for onsite systems, including results of the Big Pine demonstration
project, and secondary and advanced wastewater treatment technologies for local, sub-
regional or regional wastewater treatment plants.
A. The Consultant will assess Onsite Wastewater Treatment Systems (OWTS) as
follows:
1. The Consultant will review current literature, contact manufactures and
other experts in the field, and develop a list of onsite wastewater treatment
technologies which are or could be suitable for use in the Keys. The
assessment will include technologies capable of advanced wastewater
treatment (A WT) and will include information which becomes available
through the HRS demonstration project on Big Pine Key, and will consider
systems or technologies identified by stakeholders and through the public
outreach program. This is a Contract Deliverable as identified in Appendix
B and will be met by providing a report to the County which includes the
information noted and required in Subtask VIII. A. 1. Upon completion and
delivery, the Consultant may bill the County for a one-time payment as
specified for this Subtask in Appendix B.
2. The Consultant will obtain data and available information on technologies
identified in Sub-task VIII. A. 1. In the following areas:
19
a) The stage of development of each technology
(research/experimental, prototype, commercially available);
b) The Wastewater Treatment perfonnance (CBODS, TSS, TN, TP,
Bacteria) that each technology is capable of, especially under field
conditions in the Florida Keys;
c) The range of flow for which technology is capable of meeting
treatment levels identified above;
d) The residuals quantity and quality, and methods of residuals
handling and disposal;
e) The capital cost of technologies that could be expected if installed in
the Florida Keys;
t) The estimated operation and maintenance costs of each technology;
g) The level of operation and monitoring required;
h) The site/implementation requirements;
i) The owner acceptance of each technology; and
j) A list of actual installations with perfonnance data for each
technology, if available.
This is a Contract Deliverable as identified in Appendix B and will be met
by providing a report to the County that includes the infonnation required in
Subtask VIII. A. 2. Upon completion and delivery, the Consultant may bill
the County for a one-time payment as specified for Subtask VIII. A. 2. in
Appendix B.
3. Based on the data collected in Sub-tasks VIII. A. 1. and 2., the Consultant
will prepare a cost benefit analysis measuring the effectiveness of each
technology for new construction.
a) The Consultant will detennine present worth unifonn annual cost
using a discount rate adopted by Monroe County staff and the
SWMP T AC over a 20-year planning period.
b) The Consultant will also evaluate cost on a nutrient removal mass
loading basis (i.e. cost per mass of TN, TP removed).
c) The Consultant will then rank technologies cost benefit
effectiveness.
4. Based on the data collected in Sub-tasks VIII. A. 1. and 2., The Consultant
will prepare a cost effectiveness analysis for each technology for the
potential retrofit of existing establishments. The Consultant will also
evaluate cost on a nutrient mass loading basis (i.e. cost per mass of TN and
TP removed) and then rank technologies on a cost effectiveness basis.
20
5. As a Contract Deliverable as identified in Appendix B; the Consultant will
prepare Technical Memorandum No.7.: "Assessment of On-site
Wastewater Treatment Systems" which contains and summarizes the results
of the OWTS technology assessment and cost analyses. These results will
be used in the service area analyses to evaluate appropriate treatment
technologies for each area. Upon completion and delivery, the Consultant
may bill the County for a one-time payment as specified for Subtask VIII. A
5. in Appendix B.
6. During the 2-year study period, other OWTS treatment systems, or "black
boxes", will be proposed from time to time. The Consultant will review and
assess as many as six (6) "black boxes" when requested by Monroe County
and provide a brief letter report for each "black box" assessed. Should it be
the desire of the Board of County Commissioners to assess additional
"black boxes," additional costs (separate from this Scope of Work) will be
assessed on an hourly basis, predicated upon how much information is
provided to the Consultant with which the Consultant can make an
evaluation.
a) At a minimum, the following information must be contained in the
Consultant's report and evaluation of the "black box:"
(1) The stage of development of each technology
(research/experimental, prototype, commercially available);
(2) The Wastewater Treatment performance (CBOD5, TSS, TN,
TP, Bacteria) that each technology is capable of, especially
under field conditions in the Florida Keys;
(3) The range of flow for which technology is capable of
meeting treatment levels identified above;
(4) The residuals quantity and quality, and methods of residuals
handling;
(5) The capital cost of technologies that could be expected if
installed in the Florida Keys;
(6) The estimated operation and maintenance costs of each
technology;
(7) The level of operation and monitoring required;
(8) The site/implementation requirements;
(9) The owner acceptance of technologies; and
(10) A list of actual installations with performance data for each
technology.
As a Contract Deliverable as identified in Appendix B, the Consultant will
submit a report for each "Black Box" reviewed. The Consultant may bill the
County up to six (6) times, once for each "Black Box" reviewed, and
therefore, each report submitted, at one sixth (116) of the cost specified in
21
Subtask VIII. A. 6. in Appendix B. The Consultant will not receIve
payment for more than the number of reports submitted.
B. The Consultant will complete an assessment of secondary and advanced wastewater
treatment technologies for local, sub-regional or regional wastewater treatment
plants. This assessment will draw from Project II of this contract and from the
Marathon Wastewater Facilities Plan. See the associated Scope of Work for Project
II.
1. The Consultant will complete an assessment of capital and operation and
maintenance costs and degree of treatment for each technology. This
information will be used in the Service Area analysis (Task XII).
2. As a Contract Deliverable as identified in Appendix B; the Consultant will
prepare Technical Memorandum No.8: "Assessment of Secondary and
A WT Wastewater Treatment Technologies," which summarizes the
technologies along with the associated costs for each technology. Upon
completion and delivery, the Consultant may bill the County for a one-time
payment as specified for Subtask VIII. B. 2. in Appendix B.
Task IX. The Consultant will assess available effluent management technologies and
alternatives to reliably and consistently dispose of treated wastewater effluent. Emphasis
will be placed on taking advantage of environmentally beneficial water reuse or recycling
to the greatest extent feasible and cost effective.
A. All Technologies that have application will be reviewed for the full range of
applications from single family onsite systems to regional or sub-regional systems.
Technologies will be assessed for costs, feasibility, risk, and net benefits, and will
at a minimum include: underground disposal through subsurface disposal (onsite
systems), underground injection through shallow wells (Class V), underground
injection through deep wells (Class I), surface water disposal, reuse by subsurface
application (package plants), reuse in spray irrigation or land applications, and any
other reuse or recycling technologies as identified by the Consultant, the County, or
in the public outreach program.
B. As is a Contract Deliverable as identified in Appendix B; the Consultant will
prepare Technical Memorandum No.9.: "Effluent Management Technologies,"
which summarizes the range of technologies along with the associated costs for
each technology. Upon completion and delivery, the Consultant may bill the
County for a one-time payment as specified for Subtask IX. B. in Appendix B.
22
Task X. The Consultant will assess available solids management technologies and alternatives
for the wide range of systems from single family onsite systems to regional or sub-regional
systems to be considered in this contract.
A. The Consultant will evaluate different technologies and develop costs for each
technology which will be used in screening solids management approaches
appropriate for each island.
B. As a Contract Deliverable as identified in Appendix B; the Consultant will prepare
Technical Memorandum No. 10.: "Solids Management Technologies," which
summarizes available technologies along with the associated costs for each
technology. Upon completion and delivery, the Consultant may bill the County for
a one-time payment as specified for Subtask X. B. in Appendix B.
C. As a Contract Deliverable as identified in Appendix B; upon completion of the
Service Area Analysis (Task XII), the Consultant will assess solids management
alternatives and develop a recommended solids management plan and report for the
entire Keys area. The recommendations from this report will be incorporated as
part of the Draft and Final Sanitary Wastewater Master Plan. Upon completion and
delivery, the Consultant may bill the County for a one-time payment as specified
for Subtask X. C. in Appendix B.
Task XI. Wastewater Facility Siting Analysis
A. For each wastewater study area identified in Sub-task IV. A., the Consultant will
identify and evaluate potential wastewater treatment plant sites to facilitate
evaluation of centralized wastewater treatment alternatives for the wastewater study
areas in comparison with onsite system alternatives. The size of the potential sites
must be appropriate to accommodate development of a treatment facility sized to
serve the wastewater study area or other designated service area, as determined by
the alternatives analysis Task XII. Selection of the potential WWTP sites should be
based on a qualitative analysis, considering the following types of information:
1. Existing and future land use;
2. Adjacent land uses;
3. Development constraints including:
a) Habitat Character;
23
b) Whether or not the site is within either the CBRS system or a
defmed C.A.R.L. land acquisition boundary;
4. Ownership;
5. Proximity to the potential service area;
6. Assessed value.
Potential WWTP sites selected for each wastewater study area will located on the
ArcInfo base map.
Areas included in the Coastal Barrier Resources System (CBRS) will not be
considered for WWTP siting. Site evaluations will be based entirely on available
maps, Monroe County Arclnfo data, and other'records; and will not include field
assessment or verification.
B. The Consultant will evaluate the feasibility of locating pump stations, vacuum
stations, and other wastewater facilities.
C. As a Contract Deliverable as identified in Appendix B; the Consultant will prepare
Technical Memorandum No. 11.: "Wastewater Facility Siting Analysis,"
summarizing results and the methodology used. Upon completion and delivery, the
Consultant may bill the County for a one-time payment as specified for Subtask XI.
C. in Appendix B.
Task XII. The Consultant will develop a service area analysis based upon cost of technology
versus benefit in wastewater nutrient reduction.
A. The Consultant will define service areas and service area standards.
1. There may be several types of service areas, such as, but not limited to:
a) Regional & Sub-regional;
b) Local;
c) On-Site; and
d) Mixed (Local and On-site).
2. The Consultant will defme the requirements for each type of service area:
a) Type of treatment system required; and
b) Quality of effluent required
24
B.
The Consultant will complete comprehensive and detailed comparisons of various
alternatives for making wastewater improvements to specified areas in the Keys or
for particular types of service areas.
.
1. Comparisons may range from simply the replacement of illegal cesspools to
regional centralization. The Consultant will complete a pros and cons
assessment of each, including:
a) An assessment of nutrient load reductions and a projected overall
cost of each approach;
b) An analysis of the pros and cons concerning systems operation,
maintenance, and water quality benefits (in terms of load reduction);
c) An assessment of capital costs, operation and maintenance costs, and
a present worth analysis. The present worth analysis will use a 20-
year planning period and a discount rate adopted by Monroe County
staff and the Sanitary Wastewater Master Plan Technical Advisory
Committee (SWMP T AC).
2. Wastewater Study Areas will consist of the following:
a) Stock Island (City of Key West and Monroe County)/Key Haven
b) Boca Chica NAS/Rockland Key/Big Coppitt/Geiger Key
c) Combinations of a) and b), considering current reuse practices.
d) Combinations of a) and b) as an extension of the City of Key West
Service Area, considering current reuse practices.
e) Bay Point
f) Lower Sugarloaf
g) Upper Sugarloaf
h) Cudjoe Key
i) Summerland Key
j) Ramrod Key
k) Middle TorchlLittle Torch Key
1) Big Torch Key
m) Big Pine Key as 3 sub-areas
n) Big Pine Key as a single area
0) Combinations of e) through n)
p) Bahia Honda/Ohio Key
q) Marathon (Primary Service Area of Marathon Facilities Plan) -
OWTS costs will be updated
r) Secondary Service Area of Marathon Facilities Plan - OWTS cost
will be updated. As a result of these updated costs, recommendations
for the Secondary Service Area will be re-evaluated.
s) Long Key (to Fiesta Key)
t) Lower Matecumbe (including Craig Key)
u) Upper Matecumbe
25
v) Windley Key
w) Plantation Key
x) Tavernier/Key Largo subdivided into Planning ArealEnumeration
District (PAED')15
y) Tavernier/Key Largo subdivided into PAED 16
z) Tavernier/Key Largo subdivided into P AED 17
aa) Tavernier/Key Largo subdivided into P AED 18
bb) Tavernier/Key Largo subdivided into PAED 19 and 20
cc) Combinations of s) through aa)
dd) Ocean Reef Club, considering current reuse practices
ee) P AED 21, excluding Ocean Reef Club
ff) P AED 22
3. Wastewater management alternatives that will be evaluated will consist at a
minimum of the following:
a) Replacement and upgrade of all illegal OWTS (cesspools and illegal
septic systems) with the Best Available Technology (BAT);
b) Replacement and upgrade of all illegal OWTS (cesspools and illegal
septic systems) with the Best Available Onsite Wastewater Nutrient
Removal System (BAOWNRS);
c) Replacement and upgrade of all illegal OWTS (cesspools and illegal
septic systems) with BAOWNRS, upgrade existing permitted
OWTS with BAOWNRS, and upgrade existing package plants to
A WT (or replace existing package plants with A WT plants);
d) Provide the recommended sewage collection system (from Task VII)
and a secondary WWTP with Class V injection wells or other
effluent disposal alternatives. Wastewater reuse will be evaluated
depending on existing reuse practices and the demand for reuse.
e) Provide the recommended sewage collection system (from Task VII)
and an A WT WWTP with Class V injection wells or other effluent
disposal alternatives. Wastewater reuse will be evaluated depending
on existing reuse practices and the demand for reuse.
f) Extend service areas of up to 15 existing WWTPs that have
available excess capacity and are capable of being expanded.
Continue use of existing Class V injection wells, or where Class V
injection wells do not exist, provide Class V injection wells or other
effluent disposal alternatives. Estimated costs for sewers to extend
service areas will be based on unit costs developed in Task VII, and
will not involve detailed quantity take off's.
g) Extend service area of up to 15 existing WWTPs that have available
excess capacity and are capable of being expanded and upgrade
existing WWTPs to meet A WT effluent standards. Continue use of
existing Class V injection wells, or where Class V injection wells do
not exist, provide shallow Class V wells or other effluent disposal
alternatives. Estimated costs for sewers to extend service areas will
26
be based on unit costs developed in Task VII, and will not involve
detailed quantity take offs.
h) For some smaller isolated areas, up to 10,000 gpd flow, provide a
sewage collection system and a cluster OWTS system using
BAOWNRS. Estimated costs for sewers will be based on unit costs
developed in Task VII, and will not involve detailed quantity take
offs. As many as four cluster systems will be evaluated.
4. As a screening process:
a) At a minimum, wastewater management alternatives a) through e)
of Sub-task XII. B. 3. will be evaluated for five representative
wastewater study areas, ranging from least developed to most
densely developed. This Contract Deliverable as identified in
Appendix B and will be met by providing a report to the County
which outlines the findings of the preliminary wastewater
management screening process. Upon completion and delivery,
the Consultant may bill the County for a one-time payment as
specified for Subtask XII. B. 4. a) in Appendix B.
b) Based on the results of Task XII. B. 4. a), wastewater management
alternatives a) through e of Sub-task XII. B. 3. will be evaluated
for an additional 65 wastewater study areas. This is a Contract
Deliverable as identified in Appendix B and will be met by
providing a report to the County which outlines the findings of the
preliminary wastewater management screening process. Upon
completion and delivery, the Consultant may bill the County for a
one-time payment as specified for Subtask XII. B. 4. b) in
Appendix B.
5. The Consultant will evaluate combinations of wastewater study areas
described in Sub-task XII. B. 2., using the wastewater management
alternatives a) through e) described in Sub-task XII. B. 3. Up to 40
combinations of study areas will be evaluated. This is a Contract
Deliverable as identified in Appendix B. The Consultant will provide a
report outlining the findings of the evaluation process noted in the Subtask.
Upon completion and delivery, the Consultant may bill the County for a
one-time payment as specified for Subtask XII. B. 5. in Appendix B.
a) Where Alternatives d) and e) of Sub-task XII. B. 3. are evaluated
and where average annual flows are greater than 0.5 mgd, the same
Alternative d) or e) will be evaluated but deep injection wells will
replace shallow injection wells. This alternative, XII. B.S. a) will
be evaluated in no more than 24 cases.
27
6. The Consultant will recommend wastewater treatment alternatives for each
type of service area proposed.
a) Based on evaluations conducted in Sub-tasks XII. B. 3., 4. and 5.
above, The Consultant will recommend the establishment of service
areas based on projected wastewater flow densities; number of lots
sized at less than 1/4 acre; economic considerations regarding
wastewater collection, treatment and disposal; and availability of
WWTP sites.
(1) Economic considerations will include cost effectiveness
and incremental cost analysis and will be addressed as
follows: For each Wastewater Study Area or service area,
planning and construction level capital and operating cost
estimates for wastewater management alternatives prepared
in Task XII. B. 3. will be used. The life cycle costs of these
alternatives will then be compared using cost effectiveness
analysis. The cost effectiveness analysis will determine
which alternatives are the least costly means of achieving
specific levels of service (e.g. level of nutrient removal,
etc.) To the extent that alternatives may provide differing
levels of service, incremental cost analysis will be used to
estimate the additional incremental cost of providing
successively higher levels of service (e.g. a higher
percentage of nutrient removal). The incremental costs will
be expressed in absolute dollars as well as in terms of their
estimated cost per customer, per thousand gallons of
wastewater treated, and their cost per pound of TN or TP
removed. The incremental cost analysis will thereby
provide decision makers with a clear understanding of the
additional costs that would be incurred to provide
additional system capacity, achieving a higher level of
nutrient removal or changes in other measures of service.
7. As a Contract Deliverable as identified in Appendix B; the Consultant will
prepare Technical Memorandum No. 12.: "Service Area Alternatives and
Recommendations" which summarizes recommendations for service area
types and the basis for those recommendations. Upon completion and
delivery, the Consultant may bill the County for a one-time payment as
specified for Subtask XII. B. 7. in Appendix B.
Task XIII. The Consultant will develop strategies for timing and implementation in each type
of service area. Particularly, the goal shall be to minimize redundancy of expenditures to
upgrade illegal or failing systems.
28
A. The Consultant will prioritize the improvements and upgrades proposed in each
service area type relative to other service area types.
B. Th~ Consultant will assist the County in developing and implementing agreements
between relevant agencies with responsibility to carry out the program (FDEP,
FHRS, Monroe County, FKAA).
C. The Consultant will consider and integrate the programs being developed for the
cesspool replacement project required under Governor's Executive Order 96-108
and Rule 28-10.100.
D. The Consultant will assess the flexibility of wastewater systems reviewed to meet
higher effluent standards should carrying capacity analyses determine that a higher
standard is necessary.
E. As a Contract Deliverable as identified in Appendix B; the Consultant will prepare
Technical Memorandum No. 13.: "Service Area Implementation Plan" which
summarizes recommendations for the timing and prioritization of wastewater
treatment improvements. Upon completion and delivery, the Consultant may bill
the County for a one-time payment as specified for Subtask XIII. E. in Appendix B.
Task XIV. Develop an assessment and recommendations for service area wastewater system
management, operation and administrative responsibilities.
A. The Consultant will be responsible to set up necessary meetings between the
County and relevant agencies including FKAA and to act as a liaison between these
agencies; a catalyst for decision making which will lead to the approval of a
management or multiple management authorities for handling wastewater in areas
recommended to collection systems or even OWTS.
B. The Consultant shall integrate the requirements of individual on-site OWTS
operating permits or package plant operating permits as they exist today or are
being developed into the overall administrative management scheme for the Keys
overall. Thus, the plan for management, operation, and maintenance should also
extend to individual residential and commercial property owners.
C. As is a contract Deliverable as identified in Appendix B; the Consultant will
prepare Technical Memorandum No. 14.: "Wastewater Management and
Administration Plan," which summarizes recommendations for the management of
all service area types, identifying the entity or entities that will be responsible for
wastewater management and administration. Upon completion and delivery, the
Consultant may bill the County for a one-time payment as specified for Subtask
XIV. C. in Appendix B.
29
Task XV. The Consultant will develop a utility financing plan analysis, including an
assessment, recommendations, and implementation plan concerning individual and utility
system financing for wastewater management technologies and proposed service area
types.
A. One of the primary concerns in evaluating the alternatives is that the selected
combination of wastewater management approaches must not result in
WlI'easonable charges to the utility's customers. The Consultant will complete a
fiscal impact analysis and will estimate the impact on typical user bills and on the
utility's financial performance (debt coverage, fund balances, etc.) of the
recommended alternatives and funding and financing options. Direct charges to
users for septic tank improvements etc. will also be estimated. "What if' analyses
will then be used by the Consultant to adjust project schedules and use of funding
options to develop a fiscal plan that helps to minimize the resulting impacts on
users, while still meeting the treatment and disposal needs and goals. The fiscal
plan will thus provide a clear work plan for the fmancing, funding and construction
of improvements and other activities. A strict time schedule may not be warranted
for this program, however, a clear plan showing what each step in the process is
and where to go next should prove very valuable. The fiscal planning information
will also be very useful in efforts to obtain funding from State and Federal
Agencies, legislatures, banks or when issuing bonds. This is a Contract Deliverable
as identified in Appendix B and will be met by providing the County with a report
that establishes comprehensive financing plan analysis. Upon completion and
delivery, the Consultant may bill the County for a one-time payment as specified
for Subtask XV. A. in Appendix B.
B. The Consultant will review and evaluate funding and financing options for the
recommended alternative or combination of alternatives, such as:
1. Traditional financing options for initial capital development include
general obligation and revenue bonds, state revolving funds loans, loans
from commercial banks and grants from federal and State agencies.
2. Typical options for providing continuing funding for operating
expenditures, debt retirement, etc. include rates, fees, assessments and
taxes.
3. Some wastewater treatment alternatives could involve direct funding and
fmancing of improvements by the users (septic tank improvements etc.)
4. In addition to these traditional funding and financing options, other
funding and financing options may be investigated, such as seeking direct
funding from State or Federal legislatures, establishing a loan or fund for
deferring assessments including low income or fixed income residents
perhaps until they sell their home.
30
Each of the funding and financing options will be evaluated by the Consultant
with regard to various criteria of importance to Monroe County. Specific criteria
for this evaluation could include among others:
a) Revenue Adequacy;
b) Revenue Stability;
c) Legal Considerations;
d) Matching fund requirements;
e) Equity;
f) Incentives for reducing Waste Loads; and
g) Incentives for eliminating Cesspools.
The Consultant will meet with the County to identify the criteria to be used for
evaluating the funding and financing options. The resulting analysis will allow
the identification of those fmancing and funding options that best meet the
County's specific needs and goals, and will allow the focus of efforts on obtaining
those sources of funding which provide the best opportunity for success. Plans
for obtaining the preferred sources of funding and financing will then be
developed by the Consultant. Contingency plans will also be developed in case
the County is unable to obtain the level of funding desired from preferred sources.
This is a Contract Deliverable as identified in Appendix B and will be met by
providing a report to the County which outlines in detail the information and
recommendations required as a part of this Subtask. Upon completion and
delivery, the Consultant may bill the County for a one-time payment as specified
for Subtask XV. B. in Appendix B.
C. The Consultant will assist in the identification of potential funding sources and in
efforts to see identified funds committed to the County's implementation of the
Sanitary Wastewater Master Plan. This includes a commitment to work with State
and Federal legislatures to assess potential funding and to see it committed to
Monroe County. Services under this Sub-task will be performed in a two phased
approach. The first phase will be intended to develop a Wastewater Infrastructure
project proposal(s), and the second phase will be intended to provide funding
assistance and negotiations with appropriate parties and agencies.
1. The Consultant will review and consolidate the history and background of
the County's Wastewater Infrastructure, past projects, compliance
information, and other appropriate historic information to form the basis of
the project proposal(s).
2. The Consultant will research the elements that led past successful projects
to win similar state and federal grants. Specifically, the Consultant will
review available information on the last five federal EP A budget line item
grant projects and other state funded initiatives. Cumulatively, Subtask
31
XV. C. 1. and 2. are one Contract Deliverable which will be met by
providing a report to the County which outlines the work and findings
required in these two Subtasks. Upon completion and delivery, the
Consultant may bill the County for a one-time payment as specified for
Subtasks XV. C. 1. and 2. in Appendix B.
3. The Consultant will conduct up to three meetings with the County to
explore potential financing alternatives and strategies for packaging the
proposal(s).
4. The result of the work and meetings noted above will the development of
draft financing proposal(s) for review by the County and the presentation
of final draft proposal.
a) As is a Contract Deliverable as identified in Appendix B, three
separate funding proposals will be prepared. A total of twenty (20)
copies of each proposal will be submitted. The Consultant will
meet with the County within four weeks to discuss written review
comments provided by the County. Upon completion and
delivery, the Consultant may bill the County for the draft proposals
in a one-time payment as specified for Subtask XV. C. 4. a) in
Appendix B.
b) The Consultant will incorporate comments and will prepare twenty
(20) copies of the final proposals for use in soliciting funding
sources. Upon completion and delivery, the Consultant may bill
the County for the final proposals in a one-time payment as
specified for Subtask XV. C. 4. b) in Appendix B.
5. The Consultant will prepare a funding source screening report. The
funding source screening report is expected to contain a comprehensive
listing, program description, and past winning strategies for funding
programs available from state and federal agencies. This effort will
include contacts and follow up using the following funding approaches:
a) Requests for demonstration moneys from U.S. EPA Research and
Development programs being proposed in the drat amendment to
the Clean Water Act;
b) Use of Coastal Zone Management moneys due to inadequate
facilities;
c) Use of State legislative initiatives;
d) Use of Federal legislative initiatives;
e) Use of the Federal Authorization and Appropriation processes;
f) Use of State and Federal Economic and Business Development
initiatives;
32
g) Use of State and Federal Wastewater Infrastructure and other
Public Works Funding Programs; and
h) Use of the U.S. Department of Agriculture's Farmers Home
Administration and Rural Development Wastewater Infrastructure
funding programs.
The Draft Screening Report is a Contract Deliverable as identified in
Appendix B. Upon completion and delivery, the Consultant may bill the
County for a one-time payment as specified for Subtask XV. C. 5. in
Appendix B.
6. The Consultant will submit twenty (20) copies of the draft screening report
to the County. The consultant will hold two meetings with the County to
review the funding screening report if needed. The Consultant will
incorporate comments from these meetings into a final draft report for
presentation and approval by the Board of County Commissioners. Board
of County Commissioners comments will be incorporated and forty (40)
copies of the final report will be provided to the County by the Consultant.
The Final Screening Report is a Contract Deliverable as identified in
Appendix B. Upon completion and delivery, the Consultant may bill the
County for a one-time payment as specified for Subtask XV. C. 6. in
Appendix B.
7. The Consultant will work with County designees to present funding
proposal(s) to appropriate entities. This is a Contract Deliverable as
identified in Appendix B and will be met by submitting up to three (3)
quarterly reports outlining the character and outcome of meetings attended
at the State and Federal level on the County's behalf. The Consultant will
also make recommendations for future action based on the outcome of
meetings attended to date. Upon completion and delivery, the Consultant
may bill the County for up to three (3) quarterly reports, each at one third
(1/3) the cost specified for Subtask XV. C. 7. in Appendix B.
8. The Consultant will assist with application preparation, continued funding
screening efforts based on the outcome of the Sanitary Wastewater Master
Plan, and with presentations of these proposals. This is a Contract
Deliverable as identified in Appendix B and will be met by submitting up
to three (3) quarterly reports outlining progress on the development of
proposals and the character and outcome of meetings attended at the State
and Federal level on the County's behalf with regard to these proposals.
The Consultant will also make recommendations for future action based
on the outcome of meetings attended to date. The Consultant may bill the
County for up to three (3) quarterly reports, each at one third (113) the cost
specified for Subtask XV. C. 8. in Appendix B.
33
D. As a Contract Deliverable as identified in Appendix B; the Consultant will
prepare Technical Memorandum No. 15: "Wastewater Treatment Financing
Plan," which provides recommendations for funding wastewater treatment
improvements in all service area types. Upon completion and delivery of the final
report, the Consultant may bill the County for a one-time payment as specified for
Subtask XV. D. in Appendix B.
Task XVI. The Consultant will provide technical assistance to the County concerning changes
in legislation and regulations necessary to implement the Sanitary Wastewater Master Plan.
During Phases A and B of the development of the Sanitary Water Mater Plan, the
Consultant will review existing federal, state, regional, and local laws, ordinances,
regulations, and policies that pertain to wastewater management in Monroe County. The
review of statutory and regulatory requirements is needed to identify which if any need to
be formally modified to allow and/or support implementation of the recommendations
ultimately recommended in the Master Plan. As applicable during Phase D of the Master
Plan effort, if sufficient modifications are needed, technical assistance shall be provided to
the County in the form of engineering, scientific, and legal consultations designed to guide
the County's efforts in this general area of regulatory changes.
A. As part of one of the early SWMP T AC meetings, the Consultant will meet with
the County with the objective of identifying specific concerns of the County
and/or members of the SWMP T AC regarding potential statutory or regulatory
constraints of Master Plan implementation. This meeting will be attended by
representatives that will lead any subsequent review of existing regulatory
programs and/or efforts directed at program modifications to facilitate Master
Plan implementation. To the extent possible, this meeting will be coordinated
with other meetings planned as elements of other program tasks in order to ensure
concurrent review of critical issues.
As a Contract Deliverable as identified in Appendix B; the Consultant will
provide a meeting summary detailing the topics discussed, the specific statutory
or regulatory programs/documents to be reviewed in detail, and the schedule
projected for completion of the task falling under the legaVregulatory review
category. Upon completion and delivery, the Consultant may bill the County for a
one-time payment as specified for Subtask XVI. A. in Appendix B.
B. The Consultant will conduct a thorough review of existing federal, state, regional,
and local programs which pertain specifically to wastewater management and/or
receiving water quality protection in Monroe County with the objective of
identifying which if any of these might impact Master Plan implementation. It is
currently envisioned that the review will be led by an environmental attorney,
supported as applicable by Consultant engineers, scientists, and planners, and that
the review will be conducted during the course of Phases A and B of the Master
Plan effort in order to determine if legaVregulatory criteria should be incorporated
34
into the decision making model to be applied in wastewater strategy development
for the various service areas within the County.
As a Contract Deliverable as identified in Appendix B; the Consultant will
prepare Technical Memorandum No. 16: "Review of Agency Statutes and
Regulations," which will summarize the key findings of this review, and identify
any specific actions considered to be necessary to facilitate Master Plan
implementation. These actions could potentially include modifications of existing
rules or regulations pertaining to wastewater management within the County or
State. Upon completion and delivery, the Consultant may bill the County for a
one-time payment as specified for Subtask XVI. B. in Appendix B.
C. Legislative Liaison/Support
Some of the actions that may be identified during the course of the preceding
legal/regulatory review task could include changes to existing County laws and/or
environmental management regulations applicable in the State of Florida. As
applicable, the County may authorize the Consultant to draft proposed
modifications to existing statutes, or to prepare drafts of new proposed legislation
designed to support Master Plan implementation. Support service could
potentially include technical support during County meetings with members of the
Florida Legislature, in the interest of clearly communicating the County's
program elements and needs.
The specific services remain to be defined; if such services are elected by the
County, a scope of service revision for Task XVI, Subtask C. will be developed
and approved in writing by the Board of County Commissioners prior to initiating
such support.
D. Rulemaking Support
Some of the actions that may be identified during the course of the preceding
legal/regulatory review task could include changes to existing County laws and/or
environmental management regulations applicable in the State of Florida. As
applicable, the County may authorize the Consultant to draft proposed
modifications to existing portions of the Florida Administrative Code, or to
prepare drafts of new ordinances or regulations designed to support Master Plan
implementation. Support services could potentially include informational
meetings with representatives of the Florida Department of Environmental
Protection, the Florida Department of Health and Rehabilitative Services, the U.S.
Environmental Protection Agency, and other agencies involved at the federal,
state, regional, or local level in environmental regulatory programs pertaining to
either wastewater management or receiving water quality protection and
enhancement.
35
The specific services remain to be defined; if such services are elected by the
County, a scope of service revision for Task XVI, Subtask D. will be developed
and approved in writing by the Board of County Commissioners prior to initiating
sllch support.
Task XVII. In addition to the specific development of the Sanitary Wastewater Master Plan,
the Consultant will be required to integrate into the Plan's development, any available
information and work products from the development of the Marathon Wastewater
Facilities Plan, or the Big Pine Key On-site Sewage Disposal System Demonstration
Project, the Stormwater Master Plan, and any project in the study area whose purpose it is
to assess the capability of existing or proposed wastewater treatment systems to meet a
nutrient removal standard, and any project whose purpose it is to assess the impacts of
wastewater or stormwater on groundwater and nearshore waters and marine resources.
The Consultant must also coordinate with other agency' efforts so that the information and
data created as part of the Sanitary Wastewater Master Plan can be effectively and
efficiently integrated into the efforts of the County to develop a Stormwater Master Plan,
of the State to develop a Total Maximum Daily Load (TMDL) model for the Keys, or the
Army Corps of Engineers, in cooperation with the State and the County, to develop a
Florida Keys Carrying Capacity Model.
As a contract Deliverable as identified in Appendix B; the Consultant will prepare
Technical Memorandum No. 17: "Overview of Other Wastewater Management Work,"
which outlines the effort to integrate information becoming available from other projects
and the effort to ensure that data and information made available through the Sanitary
Management Plan is compatible with the needs of other projects. Upon completion and
delivery, the Consultant may bill the County for a one-time payment as specified for
Subtask XVII. in Appendix B.
Task XVIII. The Consultant will periodically meet with the Monroe County Sanitary
Wastewater Master Plan Technical Advisory Committee (SWMP TAC) for technical
assistance and inform the Monroe County Board of Commissioners and the Water Quality
Protection Plan Steering Committee of progress, conclusions, and recommendations
reached in completing Tasks I - XVII.
A. Over the course of the approximate 2-year contract, it is expected that the SWMP
TAC will meet approximately six (6) times, excluding decision analysis workshops.
The Consultant will be required to attend each of these meetings. This is a Contract
Deliverable. The consultant is require to meet with the SWMP TAC up to six (6)
times. Upon delivery of a letter confirming attendance, the Consultant may bill the
County for each meeting it attends up to six (6) at one sixth (116) the cost specified
for Subtask XVIII. A. in Appendix B.
B. The BOCC meets monthly. Over the course of the roughly two year contract the
BOCC will meet 24 times; there also will most likely be up to four (4) special
36
BOCC meetings (exclusive of the public outreach programs and decision analysis
workshops) specifically relating to the sanitary wastewater master plan. The
Consultant will be required to attend each of these meetings for which there is an
up-:date item or specific report on the BOCC agenda. This is a Contract
Deliverable.
1. The consultant is required to meet with the BOCC up to twenty-four (24)
times in regular session. Upon delivery of a letter confirming attendance,
the Consultant may bill the County for each meeting it attends up to twenty-
four (24) at one twenty-fourth (1124) the cost specified for Subtask XVIII.
B. 1. in Appendix B.
2. The consultant is required to meet with the BOCC up to four (4) times in
special session. Upon delivery of a letter confirming attendance, the
Consultant may bill the County for each meeting it attends up to four (4) at
one fourth (114) the cost specified for Subtask XVIII. 2. B. in Appendix B.
C. Over the course of the roughly two year contract the WQPP Steering Committee
will meet approximately eight (8) times. The Consultant will be required to attend
each of these meeting for which there is an up-date item or specific report on the
agenda for the Committee. This is a Contract Deliverable. Upon delivery of a
letter confirming attendance, the Consultant may bill the County for each meeting it
attends up to eight (8) at one eighth (118) the cost specified for Subtask XVIII. C. in
Appendix B.
Task XIX. As a Contract Deliverable as identified in Appendix B; the Consultant will prepare
a draft Sanitary Wastewater Master Plan for review and comment by the Sanitary
Wastewater Master Plan Technical Advisory Committee, the Water Quality Protection
Plan Steering Committee, and the Board of County Commissioners. Upon completion
and delivery, the Consultant may bill the County for a one-time payment as specified for
Subtask XIX. in Appendix B.
Task XX. As a Contract Deliverable as identified in Appendix B; based on the comments of
the SWMP TAC, the WQPP SC, and the BOCC, the Consultant will provide 150 copies
of the Final Sanitary Wastewater Master Plan to the County. Upon completion and
delivery, the Consultant may bill the County for a one-time payment as specified for
Subtask XX. in Appendix B.
Task XXI. As a Contract Deliverable as identified in Appendix B; the Consultant will provide
monthly reports to Monroe County for the first nine months of the project and quarterly
thereafter. Each report must provide progress updates on all Tasks which are under way
during the preceding month or quarter, whichever is applicable. Upon completion and
delivery, the Consultant may bill the County for each report that it provides up to
fourteen (14) at one fourteenth (1114) the cost specified for Subtask XXI. in Appendix B.
37
Scope of Work - Project 2
Task I. Procure Technical Services
Complete procurement of professional services such that the cost for completing
individual Sub-tasks (e.g., Task V. .A., below) can be identified and specifically
authorized by the Department. The provision for professional services shall be such that
any of the Sub-tasks listed under Items II. Through V., selectively and individually, may
be accomplished without regard to the order presented below.
Task II. Basic Study
This is a Contract Deliverable as identified in Appendix B; the Consultant will prepare a
report addressing the following for domestic wastewater treatment facilities having
design average daily flow capacities greater than 2,000 gallons per day (gpd) and less
than or equal to 50,000 gpd and which are designed to provide at least secondary
treatment plus nitrogen and phosphorous removal (without the benefit of land treatment):
A. Review available information and develop a list (including manufacturer's names
and products) of treatment technologies.
B. Document each technology identified in Item II A, above, for new facilities and
provide all pertinent information including, at a minimum, the following:
1. Level of treatment (removal percentages and effiuent concentrations of
CBODs, TSS, TN, TP, and level of disinfection) that the technology is
capable of consistently providing when operated under actual field
conditions;
2. Flow ranges for which the technology is capable of consistently meeting
the level of treatment identified above;
3. Quantity and characteristics of residuals, including those pertinent to
compliance with federal sludge treatment requirements;
4. Construction costs;
5. Operation and maintenance costs (including chemical additives, if
applicable, and residuals disposal);
6. Process control and instrumentation requirements, especially related to
variations in influent wastewater characteristics (flow, concentrations,
etc.);
7. Operator staffmg requirements;
38
8. Monitoring requirements;
9, Environmental considerations ( e.g., site requirements); and
10. List of full-scale facility installations for each technology identified, its
location, the name and address of the party responsible for operation and
maintenance.
C. Evaluate each technology identified in Task II. .A., above, for new installations on
both present worth and uniform annual cost bases using a discount rate of six
percent over a 20-year planning period. The information developed under Item II.
B, above, shall be used in the evaluation. Rank the technologies in terms of cost
benefit.
D. Evaluate each technology identified in Task II. .A., above, for the purpose of
retrofitting different existing secondary treatment technologies (e.g., extended air)
to accomplish nutrient removal (without the benefit of land treatment). The costs
for construction, operation and maintenance for the retrofitted facilities are to be
reported along with the level of treatment to be achieved (see Task II. B. 1.,
above). The cost impacts of the age of the equipment and structures to be
retrofitted shall be addressed. The need for additional land for retrofitted facilities
shall be identified. Both present worth and uniform annual costs are to be
reported using a discount rate of six percent over a 20-year planning period. Rank
the technologies in terms of cost-benefit.
E. Upon completion and submittal of the report required in this Subtask, the
Consultant may bill the County for a one-time payment as specified for Project 2,
Task II in Appendix B.
Task III. Supplemental Study Component 1
This is a Contract Deliverable as identified in Appendix B; if completion of any part of
this study component is authorized by Monroe County and the Florida Department of
Environmental Protection, The Consultant will prepare a report based on on-site
investigations of top-ranked technologies (for facilities greater than 2,000 gpd and less
than or equal to 50,000 gpd) pursuant to Tasks II. C. and II. D., above, as follows:
A. Conduct site visits of as many as ten full-scale installations (as opposed to pilot,
research, or experimental facilities) that currently use top-ranked technologies and
document pertinent findings including, at a minimum, the following:
1. Operating history of the facility including, at a minimum:
39
a) Flow data (peak hourly, minimum hourly, weekly average daily,
maximum month average daily, minimum month daily, annual
average daily);
b) Influent and effluent characteristics documenting the level of
treatment provided for CBODs, TSS, TN, TP, and disinfection
correlated to the above flow data; and
c) Quantity and characteristics of residuals generated.
2. Operation and maintenance records (itemized costs, level of staffing
provided, level of monitoring provided, etc.);
3. Initial construction costs for the facility or, if the facility was retrofitted,
the construction costs associated with retrofitting along with a description
of previous facilities that were retrofitted;
4. Other facility specific considerations (process control and instrumentation
requirements, other non-water quality environmental impacts, etc.); and
5. Observations of operators regarding problems encountered with the
technology .
B. Evaluate information gathered and provide recommendations for a demonstration
project. Provide an implementation plan conducting the demonstration project
including, at a minimum, project costs, implementation steps, and length of time
to complete each task. The cost estimate should include potential manufacturer's
participation with donated equipment for the project.
C. Upon completion and submittal of the report required in this Subtask, the
Consultant may bill the County for a one-time payment as specified for Project 2,
Task III in Appendix B.
Task IV. Supplemental Study Component 2
This is a Contract Deliverable as identified in Appendix B; if completion of any part of
this study component is authorized by Monroe County and the Florida Department of
Environmental Protection, the Consultant will prepare a report addressing the following
for domestic wastewater treatment facilities having design average daily flow capacities
greater than 50,000 gallons per day (gpd) and less than or equal to 100,000 gpd and
which are designed to provide at least secondary treatment plus nitrogen and phosphorous
removal (without the benefit ofland treatment):
A. Review available information and develop a list (including manufacturer's names
and products) of treatment technologies.
40
B. Document each technology identified in Task IV. A., above, for new facilities and
provide all pertinent information including, at a minimum, the following:
1. Level of treatment (removal percentages and effluent concentrations of
CBODs, TSS, TN, TP, and level of disinfection) that the technology is
capable of consistently providing when operated under actual field
conditions;
2. Flow ranges for which the technology is capable of consistently meeting
the level of treatment identified above;
3. Quantity and characteristics of residuals, including those pertinent to
compliance with federal sludge treatment requirements;
4. Construction costs;
5. Operation and maintenance costs (including chemical additives, if
applicable, and residuals disposal);
6. Process control and instrumentation requirements, especially related to
variations in influent wastewater characteristics (flow, concentrations,
etc.);
7. Operator staffing requirements;
8. Monitoring requirements;
9. Environmental considerations (e.g., site requirements); and
10. List of full-scale facility installations for each technology identified, its
location, the name and address of the party responsible for operation and
maintenance.
C. Evaluate each technology identified in Task IV. .A., above, for new installations
on both present worth and uniform annual cost bases using a discount rate of six
percent over 20-year planning period. The information developed under Task IV.
8., above, shall be used in the evaluation. Rank the technologies in terms of cost-
benefit.
D. Evaluate each technology identified in Task IV. .A., above, for the purpose of
retrofitting different existing secondary treatment technologies (e.g., extended air)
to accomplish nutrient removal (without the benefit of land treatment). The costs
for construction, operation and maintenance for the retrofitted facilities are to be
reported along with the level of treatment to be achieved (see Task IV. B. 1.,
above). The cost impacts of the age of the equipment and structures to be
retrofitted shall be addressed. The need for additional land for retrofitted facilities
41
shall be identified. Both present worth and uniform annual costs are to be
reported using a discount rate of six percent over a 20-year planning period. Rank
the technologies in terms of cost-benefit.
- .
E. Upon completion and submittal of the report required in this Subtask, the
Consultant may bill the County for a one-time payment as specified for Project 2,
Task IV in Appendix B.
Task V. Supplemental Study Component 3
This is a Contract Deliverable as identified in Appendix B; if completion of any part of
this study component is authorized by Monroe County and the Florida Department of
Environmental Protection, the Consultant will prepare a report based on on-site
investigations of top-ranked technologies (for facilities greater than 50,000 gpd and less
than or equal to 100,000 gpd) pursuant to Tasks IV. C. and IV. D., above, as follows:
A. Conduct site visits of as many as five full-scale installations (as opposed to pilot,
research, or experimental facilities) that currently use top-ranked technologies and
document pertinent fmdings including, at a minimum, the following:
1. Operating history of the facility including, at a minimum:
a) Flow data (peak hourly, minimum hourly, weekly average daily,
maximum month average daily, minimum month daily, annual
average daily);
b) Influent and effluent characteristics documenting the level of
treatment provided for CBODs, TSS, TN, TP, and disinfection
correlated to the above flow data; and
c) Quantity and characteristics of residuals generated.
2. Operation and maintenance records (itemized costs, level of staffing
provided, level of monitoring provided, etc.);
3. Initial construction costs for the facility or, jf the facility was retrofitted,
the construction costs associated with retrofitting along with a description
of previous facilities that were retrofitted;
4. Other facility specific considerations (process control and instrumentation
requirements, other non-water quality environmental impacts, etc.); and
5. Observations of operators regarding problems encountered with the
technology .
B. Evaluate information gathered and provide recommendations for a demonstration
project. Provide an implementation plan for conducting the demonstration project
42
~~...'
including, at a minimum, project costs, implementation steps, and length of time
to complete each task. The cost estimate should include potential manufacturer's
participation with donated equipment for the project.
C. Upon completion and submittal of the report required in this Subtask, the
Consultant may bill the County for a one-time payment as specified for Project 2,
Task V in Appendix B.
Task VI.
A.
Project Notes
Tasks II through V will all be completed. Tasks II and IV will be carried out
simultaneously, as will Tasks III and V. Tasks II and IV, by necessity, will
precede Tasks III and V.
B. The goal for nitrogen and phosphorous removal is to provide effluent quality at
the end of the pipe equivalent to A WT standards (3.0 mg/l Total N and 1.0 mg/l
Total P). However, in a review of manufacturers' data and a literature review, any
degree of nutrient removal will be identified and noted.
C. Research previously carried out on nutrient removal by package plants will be
summarized through a literature review.
D. The list of treatment technologies will be reviewed and approved by the County
and the SWMP T AC before any further work is carried out.
E. The pertinent information provided, including capital and operating costs, will be
provided by the manufacturers and/or users of treatment technology. The
Consultant will review this information and cost data. The Consultant will
supplement this cost data and other information where none is provided and/or
adjust as necessary to provide consistency among the different reporting entities.
The adjusted cost data will be used for present worth analyses.
F. Site visits of facilities will be limited to the continental United States.
G. At the conclusion of each of Tasks II, III, IV, and V interim reports will be
provided as well as the comprehensive report compiling all reports.
43