02/18/2004 Agreement
DANNY L. KOLHAGE
CLERK OF THE CIRCUIT COURT
DATE:
March 23,2004
TO:
James Roberts
County Administrator
ATTN:
Debbie Frederick, Aide
to County Administrator
Pamela G. Hanc~
Deputy Clerk
FROM'
At the February 18, 2004, Board of County Commissioners meeting the Board granted
approval and authorized execution of an Agreement for Independent Engineering Services
between Monroe County and URS Corporation Southern for engineering evaluation work for
south Stock Island.
Enclosed is a duplicate original of the above-mentioned for your handling. Should you
have any questions please do not hesitate to contact this office.
cc: County Attorney
Finance
File.!'
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AGREEMENT FOR INDEPENDENT ENGINEERING SERVICES
URS Corporation Southern
/.
THIS AGREEMENT is entered into this litIJ day of ~ ' 2004, by
and between Monroe County, a political subdivision of the State of< lorida, ("County"), and
URS Corporation Southern, ("URS").
IN CONSIDERATION of the mutual promises and covenants set forth below the
parties agree as follows:
1. Services. URS must perform the services set forth in the document dated
January 12, 2004 entitled "Independent Engineering Evaluation and Final Planning for the
Stock Island Sewer System," which is attached to this agreement as Exhibit A, within 120
days of the date first written above. Exhibit A is incorporated into this Agreement and
made a part of it.
2. Payments for Services. Subject to the approval of the County Engineer
(Engineer) and Clerk of the Circuit Court (Clerk), the County must pay URS for the services
described in subparagraph l(a) and Exhibit A pursuant to the schedule attached as Exhibit
B and in the amounts set forth in that schedule.
a)
Exhibit B is incorporated into and made a part of this Agreement.
b)
is $95,530.00.
URS agrees that the total amount payable to URS under this Agreement
c) URS agrees that the compensation for each task described in Exhibit B
(enumerated in cost codes 00010 - 00060) may not exceed the amount budgeted in
Exhibit B.
d) Where applicable, reimbursement of out of pocket expenses may not
exceed the amounts established in Sec. 112.061, FS.
e) In no event may the expenses incurred by URS in providing the services
described in subparagraph l(a) and Exhibit A exceed the amount set forth in cost code
00070 of Exhibit B.
f) After the first 30 days of this Agreement and every 30 days thereafter
until the services in subparagraph l(a) and Exhibit A, are satisfactorily completed, URS
shall request payment for the services performed during the prior 30 days.
g) Any request for payment must be in a form satisfactory to the Clerk.
The request must describe in detail the services performed and the payment amount
requested. URS shall submit the request to the Engineer who, if he approves the request,
shall note his approval on the request and forward it to the Clerk for payment. If the
Engineer disapproves the request, he shall inform URS in a writing that must include an
explanation of the deficiency that caused the Engineer to disapprove the request.
1 h) When the Clerk receives a request for payment approved by the
2 Engineer he shall pay the request in the amount approved by the Engineer, minus a 5%
3 retainage, unless he determines that a deficiency in the request requires him to disapprove
4 the request. In that case, the Clerk shall inform URS of the disapproval in writing together
5 with an explanation of the deficiency that caused the Clerk to disapprove the request.
6
7 i) When the Engineer or Clerk informs URS of a deficiency in the payment
8 request, URS shall resubmit the request to the Engineer or Clerk, as appropriate, after the
9 request is corrected.
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11 j) Upon completion of the services described in subparagraph l(a) and
12 Exhibit A, URS shall submit a final request for payment, which shall include the retainage
13 held by the Clerk, to the Engineer. If the Engineer determines the services were
14 satisfactorily completed he shall so note on the request and forward the same to the Clerk
15 for payment who shall pay the final amount requested. Except that if the Engineer or Clerk
16 determine that the final amount requested exceeds the amount due pursuant to Exhibit B,
17 or is not authorized by subparagraph l(a) and Exhibit A or Exhibit B, then the Engineer or
18 Clerk shall only approve for payment an amount that is not in excess, and that is
19 authorized by, subparagraph l(a) and Exhibit A and Exhibit B.
20
21 3. Insurance. During the term of this Agreement URS must keep in full force
22 and effect the following insurance:
23
24 a) Workers' Compensation Insurance Requirements: Prior to the
25 commencement of work governed by this Agreement, URS shall obtain WC Insurance with
26 limits sufficient to comply with the requirements of Chapter 440, Florida Statutes. In
27 addition, URS shall obtain Employers' Liability Insurance with limits of not less than:
28 $100,000 Bodily Injury by Accident, $500,000 Bodily Injury by Disease, policy limits,
29 $100,000 Bodily Injury by Disease, each employee. Coverage shall be provided by a
30 company or companies authorized to transact business in the State of Florida. If URS has
31 been approved by the Florida Department of labor, as an authorized self-insurer, the
32 County shall recognize and honor URS's status. URS may be required to submit a letter of
33 Authorization issued by the Department of labor and a Certificate of Insurance, providing
34 details on URS's Excess Insurance Program. If URS participates in a self-insurance fund, a
35 Certificate of Insurance will be required. In addition URS may be required to submit
36 updated financial statements from the fund upon request from the County.
37
38 b) General Liability Insurance Requirements: Prior to the commencement
39 of work governed by this Agreement URS shall obtain General Liability Insurance.
40 Coverage shall be maintained at a minimum: Premises Operations, Products and
41 Completed Operations, Blanket Contractual Liability, Personal Injury Liability, Expanded
42 Definition of Property Damage. The minimum limits acceptable shall be: $300,000
43 Combined Single Limit (CSL). If split limits are provided, the minimum limits acceptable
44 shall be: $100,000 per Person, $300,000 per Occurrence, $50,000 Property Damage. An
45 Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its
46 provisions should include coverage for claims filed on or after the effective date of this
47 Agreement. In addition, the period for which claims may be reported should extend for a
48 minimum of twelve months following the acceptance of work by the County. The Monroe
49 County Board of County Commissioners shall be named as Additional Insured on all policies
50 issued to satisfy the above requirements.
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1 C) Vehicle Liability Insurance Requirements: Recognizing that the work
2 governed by this Agreement requires the use of vehicles, URS, prior to the commencement
3 of work, shall obtain Vehicle Liability Insurance. Coverage shall be at a minimum, liability
4 coverage for: Owned, Non-Owned, and Hired Vehicles. The minimum limits acceptable
5 shall be: $100,000 Combines Single Limit (CSL). If split limits are provided, the minimum
6 limits acceptable shall be: $50,000 per Person, $100,000 per Occurrence, $25,000
7 Property Damage. The Monroe County Board of County Commissioners shall be named as
8 Additional Insured on all policies issued to satisfy the above requirements.
9
10 d) Engineers Errors and Omissions Liability Insurance Requirements:
11 Recognizing that URS work governed by this contract involves the furnishing of engineering
12 services, URS shall purchase and maintain, throughout the life of the Agreement, Engineers
13 Errors and Omissions Liability Insurance which will respond to damages resulting from any
14 claim arising out of the performance of professional services or any error or omission of
15 URS arising out of work governed by this Agreement. This insurance shall be maintained in
16 force for a period of two years after the date of Completion of the Services set forth in
17 subparagraph l(a). The minimum limits of liability shall be: $250,000 per
18 Occurrence/$500,000 Aggregate.
19 Before commencing any services pursuant to this Agreement URS must provide
20 written documentation of the insurance described in subparagraph 2(a) in a form
21 satisfactory to the County's Director of Risk Management (Director). The documentation
22 furnished must also provide that any company underwriting the insurance must notify the
23 County at least 15 days in advance of the date any insurance policy required by
24 subparagraph 2(a) is to be modified or terminated. If URS does not obtain reinstatement
25 on the original terms of the policy to be terminated or modified, or obtain a new policy on
26 the same terms as the original policy, before the date of policy termination or modification,
27 the County may, upon the recommendation of the Director, terminate this Agreement with
28 no obligation to pay URS for any services performed after the date of the policy's
29 termination or modification, regardless of whether the claim for payment is based on
30 contract, quantum meriut or any other legal or equitable basis or theory.
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32 4. Books and Records. URS shall maintain all books, records, and documents
33 directly pertinent to performance under this Agreement in accordance with generally
34 accepted accounting principles consistently applied. Each party to this Agreement or their
35 authorized representatives shall have reasonable and timely access to such records of each
36 other party to this Agreement for public records purposes during the term of the
37 Agreement and for four years following the termination of this Agreement.
38 If an auditor employed by the County or Clerk determines that monies paid to URS
39 pursuant to this Agreement were spent for purposes not authorized by this Agreement,
40 then URS shall repay the monies together with interest calculated pursuant to Sec. 55.03,
41 FS, with the interest running from the date the monies were erroneously paid to URS.
42
43 5. Governing Law. Venue. Interpretation. Costs. and Fees: This Agreement shall
44 be governed by and construed in accordance with the laws of the State of Florida applicable
45 to contracts made and to be performed entirely in the State.
46
47 a) In the event that any cause of action or administrative proceeding is
48 instituted for the enforcement or interpretation of this Agreement, the County and URS
49 agree that venue will lie in the appropriate court or before the appropriate administrative
50 body in Monroe County, Florida.
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1 b) The County and URS agree that, in the event of conflicting
2 interpretations of the terms or a term of this Agreement by or between any of them the
3 issue shall be submitted to mediation prior to the institution of any other administrative or
4 legal proceeding.
5
6 6. Severability. If any term, covenant, condition or provision of this Agreement
7 (or the application thereof to any circumstance or person) shall be declared invalid or
8 unenforceable to any extent by a court of competent jurisdiction, the remaining terms,
9 covenants, conditions and provisions of this Agreement, shall not be affected thereby; and
10 each remaining term, covenant, condition and provision of this Agreement shall be valid
11 and shall be enforceable to the fullest extent permitted by law unless the enforcement of
12 the remaining terms, covenants, conditions and provisions of this Agreement would prevent
13 the accomplishment of the original intent of this Agreement. The County and URS agree to
14 reform the Agreement to replace any stricken provision with a valid provision that comes as
15 close as possible to the intent of the stricken provision.
16
17 7. Attorney's Fees and Costs. The County and URS agree that in the event any
18 cause of action or administrative proceeding is initiated or defended by any party relative
19 to the enforcement or interpretation of this Agreement, the prevailing party shall be
20 entitled to reasonable attorney's fees, court costs, investigative, and out-of-pocket
21 expenses, as an award against the non-prevailing party, and shall include attorney's fees,
22 courts costs, investigative, and out-of-pocket expenses in appellate proceedings. Mediation
23 proceedings initiated and conducted pursuant to this Agreement shall be in accordance with
24 the Florida Rules of Civil Procedure and usual and customary procedures required by the
25 circuit court of Monroe County.
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27 8. Binding Effect. The terms, covenants, conditions, and prOVISIons of this
28 Agreement shall bind and inure to the benefit of the County and URS and their respective
29 legal representatives, successors, and assigns.
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31 9. Authority. Each party represents and warrants to the other that the
32 execution, delivery and performance of this Agreement have been duly authorized by all
33 necessary County and corporate action, as required by law.
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35 10. Claims for Federal or State Aid. URS and County agree that each shall be, and
36 is, empowered to apply for, seek, and obtain federal and state funds to further the purpose
37 of this Agreement; provided that all applications, requests, grant proposals, and funding
38 solicitations shall be approved by each party prior to submission.
39
40 11. Adjudication of Disputes or Disagreements. County and URS agree that all
41 disputes and disagreements shall be attempted to be resolved by meet and confer sessions
42 between representatives of each of the parties. If no resolution can be agreed upon within
43 30 days after the first meet and confer session, the issue or issues shall be discussed at a
44 public meeting of the Board of County Commissioners. If the issue or issues are still not
45 resolved to the satisfaction of the parties, then any party shall have the right to seek such
46 relief or remedy as may be provided by this Agreement or by Florida law.
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48 12. Nondiscrimination. County and URS agree that there will be no discrimination
49 against any person, and it is expressly understood that upon a determination by a court of
50 competent jurisdiction that discrimination has occurred, this Agreement automatically
51 terminates without any further action on the part of any party, effective the date of the
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1 court order. County or URS agree to comply with all Federal and Florida statutes, and all
2 local ordinances, as applicable, relating to nondiscrimination. These include but are not
3 limited to: a) Title VI of the Civil Rights Act of 1964 (PL 88-352) which prohibits
4 discrimination on the basis of race, color or national origin; b) Title IX of the Education
5 Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-1686), which
6 prohibits discrimination on the basis of sex; c) Section 504 of the Rehabilitation Act of
7 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of
8 handicaps; d) The Age Discrimination Act of 1975, as amended (42 USC ss. 6101- 6107)
9 which prohibits discrimination on the basis of age; e) The Drug Abuse Office and Treatment
10 Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug
11 abuse; f) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and
12 Rehabilitation Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the
13 basis of alcohol abuse or alcoholism; g) The Public Health Service Act of 1912, ss. 523 and
14 527 (42 USC ss. 690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol
15 and drug abuse patent records; h) Title VIII of the Civil Rights Act of 1968 (42 USC s. et
16 seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing;
17 i) The Americans with Disabilities Act of 1990 (42 USC s. 1201 Note), as maybe amended
18 from time to time, relating to nondiscrimination on the basis of disability; j) Any other
19 nondiscrimination provisions in any Federal or state statutes which may apply to the parties
20 to, or the subject matter of, this Agreement.
21
22 13. Cooperation. In the event any administrative or legal proceeding is instituted
23 against either party relating to the formation, execution, performance, or breach of this
24 Agreement, County and URS agree to participate, to the extent required by the other party,
25 in all proceedings, hearings, processes, meetings, and other activities related to the
26 substance of this Agreement or provision of the services under this Agreement. County
27 and URS specifically agree that no party to this Agreement shall be required to enter into
28 any arbitration proceedings related to this Agreement.
29
30 14. Covenant of No Interest. County and URS covenant that neither presently has
31 any interest, and shall not acquire any interest, which would conflict in any manner or
32 degree with its performance under this Agreement, and that only interest of each is to
33 perform and receive benefits as recited in this Agreement.
34
35 15. Code of Ethics. County agrees that officers and employees of the County
36 recognize and will be required to comply with the standards of conduct for public officers
37 and employees as delineated in Section 112.313, Florida Statutes, regarding, but not
38 limited to, solicitation or acceptance of gifts; doing business with one's agency;
39 unauthorized compensation; misuse of public position, conflicting employment or
40 contractual relationship; and disclosure or use of certain information.
41
42 16. No Solicitation/Payment. The County and URS warrant that, in respect to
43 itself, it has neither employed nor retained any company or person, other than a bona fide
44 employee working solely for it, to solicit or secure this Agreement and that it has not paid
45 or agreed to pay any person, company, corporation, individual, or firm, other than a bona
46 fide employee working solely for it, any fee, commission, percentage, gift, or other
47 consideration contingent upon or resulting from the award or making of this Agreement.
48 For the breach or violation of the provision, the URS agrees that the County shall have the
49 right to terminate this Agreement without liability and, at its discretion, to offset from
50 monies owed, or otherwise recover, the full amount of such fee, commission, percentage,
51 gift, or consideration.
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2 17. Public Access. The County and URS shall allow and permit reasonable access
3 to, and inspection of, all documents, papers, letters or other materials in its possession or
4 under its control subject to the provisions of Chapter 119, Florida Statutes, and made or
5 received by the County and URS in conjunction with this Agreement; and the County shall
6 have the right to unilaterally cancel this Agreement upon violation of this provision by URS.
7
8 18. Non-Waiver of Immunity. Notwithstanding he provisions of Sec. 286.28,
9 Florida Statutes, the participation of the County and the URS in this Agreement and the
10 acquisition of any commercial liability insurance coverage, self-insurance coverage, or local
11 government liability insurance pool coverage shall not be deemed a waiver of immunity to
12 the extent of liability coverage, nor shall any contract entered into by the County be
13 required to contain any provision for waiver.
14
15 19. Privileges and Immunities. All of the privileges and immunities from liability,
16 exemptions from laws, ordinances, and rules and pensions and relief, disability, workers'
17 compensation, and other benefits which apply to the activity of officers, agents, or
18 employees of any public agents or employees of the County, when performing their
19 respective functions under this Agreement within the territorial limits of the County shall
20 apply to the same degree and extent to the performance of such functions and duties of
21 such officers, agents, volunteers, or employees outside the territorial limits of the County.
22
23 20. Legal Obligations and Responsibilities: Non-Delegation of Constitutional or
24 Statutory Duties. This Agreement is not intended to, nor shall it be construed as, relieving
25 any participating entity from any obligation or responsibility imposed upon the entity by
26 law except to the extent of actual and timely performance thereof by any participating
27 entity, in which case the performance may be offered in satisfaction of the obligation or
28 responsibility. Further, this Agreement is not intended to, nor shall it be construed as,
29 authorizing the delegation of the constitutional or statutory duties of the County, except to
30 the extent permitted by the Florida constitution, state statute, and case law.
31
32 21. Non-Reliance by Non-Parties. No person or entity shall be entitled to rely
33 upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any
34 third-party claim or entitlement to or benefit of any service or program contemplated
35 hereunder, and the County and the URS agree that neither the County nor the URS or any
36 agent, officer, or employee of either shall have the authority to inform, counsel, or
37 otherwise indicate that any particular individual or group of individuals, entity or entities,
38 have entitlements or benefits under this Agreement separate and apart, inferior to, or
39 superior to the community in general or for the purposes contemplated in this Agreement.
40
41 22. Attestations. URS agrees to execute such documents as the County may
42 reasonably require, to include a Public Entity Crime Statement, an Ethics Statement, and a
43 Drug-Free Workplace Statement.
44
45 23. No Personal Liability. No covenant or agreement contained herein shall be
46 deemed to be a covenant or agreement of any member, officer, agent or employee of
47 Monroe County in his or her individual capacity, and no member, officer, agent or employee
48 of Monroe County shall be liable personally on this Agreement or be subject to any personal
49 liability or accountability by reason of the execution of this Agreement.
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21 27.
22 Agreement:
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24 a) Exhibit A: Services To Be Provided By URS.
25 . b) Exhibit B: Compensation and Payment Schedule.
~~ITNESS WHEREOF, the parties hereto have set their hands and seals the day
j,;~~fJ\ \ 3 a ~,t above written.
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~~;~t':~:,\~;1?rl. NY L. KOLHAGE, CLERK
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38 SEAL)
39 Attest:
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24. Execution in Counterparts. This Agreement may be executed in any number
of counterparts, each of which shall be regarded as an original, all of which taken together
shall constitute one and the same instrument and any of the parties hereto may execute
this Agreement by singing any such counterpart.
25. Section Headings. Section headings have been inserted in this Agreement as
a matter of convenience of reference only, and it is agreed that such section headings are
not a part of this Agreement and will not be used in the interpretation of any provision of
this Agreement.
26. Notices. All written communication between the parties required by this
Agreement must be sent by US certified mail, return receipt requested, or by a national
courier service (e.g., Federal Express), to:
County
James Roberts
County Administrator
1100 Simonton Street
Key West, FL 33040
URS
David Burgstiner
5805 NW 11th Street, Suite 340
Miami, FL 33126
Exhibits. The following exhibits are attached to, and made a part of, this
BOARD OF COUNTY COMM1SS.ION5S :~
OF MONROE COUNTY, FLCfID& ;; ~
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7
EXHIBIT A to Agreement For Independent
Engineering Services
INDEPENDENT ENGINEERING EVALUATION AND
FINAL PLANNING FOR THE STOCK ISLAND SEWER SYSTEM
January 12, 2004
INTRODUCTION
The Consultant shall review the following conceptual scope of services and prepare a formal
scope to confirm specific work activity that will be performed, along with estimated consulting
fees and expenses to perform the work. The Consultant's formal scope shall confirm the work
tasks and elements as described below and shall provide additional details related to the
execution of the work and any assumptions, exclusions, or other conditions necessary to ensure
proper execution of the requisite work. A fee and expense estimate shall be prepared with
specific line items for each task and subtask as listed below. Each line item shall clearly indicate
task or subtask name, staff level billing categories, unit billing rates, manhours by billing
category, total manhours, and any related expenses associated with the execution of the work. A
preliminary project schedule shall be prepared in Gantt format to provide the County with a
general understanding of how the work will be executed and overall time frames required to
complete each work task. Critical milestone dates for deliverables shall be clearly identified on
the Gantt chart.
.
The Consultant is advised that a substantial vacuum sewer system was recently installed on south
Stock Island to serve a large portion of the existing users that are present in that portion of the
island. The ultimate purpose of this independent engineering evaluation is to use the existing
system to fully support both current users that the collection system was intended to serve and
potentially future users. It is anticipated that a second sewer collection system will be required
to serve the remaining portion of the island, as well as potentially some users currently served by
the existing system. The intent of this evaluation is to fully evaluate both existing and future
potential users, take into account possible variations in the spatial population of the island
through time, and identify large wastewater generators (users) that could affect the selection,
layout, and design of not only a new sewer system, but possibly modifications to the existing
vacuum sewer system. In the end, the sewer systems developed to serve the users of Stock
Island should have sufficient capacity and be robust in its design to allow additional sewer
capacity to address potential fluctuations in population and land use.
TASK 1- EVALUATE EXISTING STOCK ISLAND SERVICE AREA
The purpose of this initial task is to review existing planning information, confIrm and/or
establish specific planning criteria, and estimate potential wastewater flows through a 20-year
planning horizon for Stock Island. The work conducted under this task should build upon
previous planning efforts including the 2000 Master Plan prepared by CH2M Hill, the KW
Conceptual Scope of Services
Independent Engineering Evaluation
Final Planning for Stock Island Sewer System
Page 2 of8
Resort Utilities (the local Utility System) Master Plan prepared by Weiler Engineering, and any
other existing planning documents that may have been recently generated by Monroe County in
relation to Stock Island. This task is subdivided into three distinct activities as further described
below.
A. Land Use Projections
Monroe County will provide the consultant with the most recent zoning, planning, and land
use maps available for Stock Island. Utilizing this information, redevelopment trends within
the Key West area, and the existing Wastewater Master Plans, the Consultant will establish a
2025 "build-out" population for Stock Island. The 2025 population estimate will be used to
establish the required future capacity of the collection system(s) and treatment facility in
order to provide adequate sanitary sewer service capacity to the entire island through a 20
year planning horizon.
Part of the work effort required for the land use projections subtask is the generation of
updated population density maps and sewer user classification maps for the local Uutility
System's service area. Potential 2025 population densities in the service area shall be
adequately mapped and delineated on the land use maps. All maps shall be prepared using
an appropriate scale that clearly shows all property lines, public right-of-ways, utility and
other special easements, and the various infrastructure that currently serves Stock Island (i.e.,
roads, water lines, sewer lines, stormwater drainage, etc.). Draft versions of the maps shall
be prepared and submitted to the County and the Utility System for review and comment
before finalizing them.
B. Flow Projections
Based on the anticipated land uses on the island as well as growth rates for the area,
wastewater flow rates will be projected. The rates will be determined utilizing per capita
rates that are consistent with other portions of the service area as determined by historical
water use records and other viable data sources. Flow rates for the years 2005, 2010, 2020,
and 2025 (or build-out) will be estimated. All estimated flows will be inventoried per user
along with an estimated EDU count that is consistent with the Florida Keys Aqueduct
Authority (i.e., 167 gpd/EDU) and that used by the Utility System (i.e., 205 gpd/EDU).
All potential users that will be served by the sewer system shall be properly classified and
categorized in terms of the average daily quantity of wastewater generated. Potential users
shall be grouped into two primary categories: (1) small users that generate less than 1,000
gallons per day (gpd) and, (2) large users that generate greater than 1,000 gpd. All larger
users shall be properly delineated on the land use maps. A table shall be prepared to
inventory all large users, their EDU counts, and their locations keyed into the land use maps.
All users both existing and future for the various planning years shall be inventoried along
with their wastewater flows to establish the total requisite capacity for the wastewater
treatment plant and its associated disposal system(s).
CONCEPTUAL SCOPE OF SERVICES.DOC
URS
Conceptual Scope of Services
Independent Engineering Evaluation
Final Planning for Stock Island Sewer System
Page 3 of8
C. System Reserve Capacity
The existing vacuum collection system previously referenced above was sized to provide
sufficient capacity for current and future users that are present along and near the four
primary vacuum headers found in this system. There are generally two types of connections
that should be available to this system: valve pits and buffer tanks. Valve pits are usually
used to serve low flow users (i.e., less than 1,000 gpd), while buffer tanks are used to serve
large flow users (i.e., greater than 1,000 gpd). Based on a preliminary engineering review of
this system, there appears to be reserve capacity available in this system with respect to main
size (diameter) and vacuum pump capacity. However, the total number of connections to the
system for large users is limited to 25% of the total number of connections to the system.
According to feedback from the engineer of record for this sewer collection system (Weiler
Engineering), there is limited to no ability to add any more buffer tanks due to the 25%
connection limit as mandated by the system provider (AIRV AC).
There are two goals associated with this subtask. The first goal is to estimate the remaining
available capacity for each of the four existing vacuum sewer mains, the vacuum pump
station, and the wastewater treatment plant and its associated disposal system(s). The
Consultant shall confIrm to the degree possible how much wastewater flow is currently
conveyed in each vacuum main to the treatment plant as well as the maximum rated vacuum
carrying capacity of each main. Similarly, the total current volumetric rate of wastewater
transferred to the treatment plant shall be verified along with the total potential volumetric
rate available by the current vacuum pump station. The difference in the values estimated for
the mains.and vacuum pump station shall be considered the available reserve system capacity
for the collection system. A separate analysis shall be conducted to confirm the available
reserve capacity of the treatment plant and disposal system(s). The reserved capacity
estimated for the existing collection system, the treatment plant, and its disposal system(s)
must be determined in order to establish what portion(s), if any, of the unserviced area can be
connected to the existing system.
The second goal of this subtask is to identify those lines that have matched, exceeded or are
about to approach 25% of their total connections via buffer tanks. All large users along the
routes of existing vacuum collection mains should already have been identified through the
work completed in Task lB. In an effort to reduce hydraulic loads within the existing
collection system, the Consultant shall consider which large users currently attached to the
existing vacuum collection system could potentially and cost effectively be served by the
separate, proposed sewer system, which will be conceptually designed in Task 3 to serve the
remaining portion of the island.
CONCEPTIJAL SCOPE OF SERVICES.DOC
URS
Conceptual Scope of Services
Independent Engineering Evaluation
Final Planning for Stock Island Sewer System
Page 4 of8
TASK 2 - OfilMIZATION OF EXISTING COLLECTION SYSTEM
The consultant will evaluate up to nineteen (19) large properties, currently planned to be
connected to the existing collection system, to determine whether their respective connection
points should be the existing vacuum collection system or the proposed collection system to
serve the remaining portion of Stock Island. Alternative on-site configurations for the various
properties shall be considered. Alternative configurations include different types of collections
systems (vacuum versus low pressure, etc.) as well as various physical configurations for service
lines, on-site vacuum mains, and points of connection and types of connections (vacuum stub-
outs from the right-of-way, valve pits, buffer tanks) to the existing system. The following
subtasks shall be conducted to support this task.
A. On-Site Meetings with Property Owners
[STATE IN HERE THAT URS IS NOT HANDLING ANY DECOMMISSIONING
ISSUES WITH THE PROPERTY OWNERS]
The Consultant shall meet and work closely with each property owner to assess what areas
within each property are suitable for the installation of new infrastructure. A specific date
and time for an on-site meeting with each affected property owner shall be scheduled and
conducted. Specific points for wastewater collection from individual units on the property
shall be identified and properly documented. The relative location of the existing vacuum
collection system in relation to each property shall also be verified during the site visit. If
there is existing collection infrastructure present on-site, which could be used in lieu of new
infrastructure, the Consultant shall document the location of such existing on-site
infrastructure and make use of existing components to the extent possible. If the existing on-
site components require rehabilitation and/or upgrading to meet industry standards, the
Consultant shall assess what modifications must be made to the existing system and include
these in the conceptual level plan and cost estimate. The Consultant will NOT provide direct
assistance or guidance to the property owners with respect to decommissioning requirements.
The property owners shall be responsible for decommissioning in accordance with County
requirements in conjunction with their selected Contractor.
The Consultant shall prepare a scalable plan of each property to document the locations for
wastewater service on-site, the location, type, and condition of any existing infrastructure,
any apparent on-site obstacles that could affect how the on-site collection system would be
configured, and the proposed point or points of connection to the existing vacuum collection
system.
B. Alternative Analysis of On-Site System Configuration
The Consultant shall conduct a proper analysis of alternative types of collection systems and
shall use conceptual level costing to compare the cost of one type of system versus another.
Alternative points of connection to the existing vacuum collection system shall be considered
in the analysis. If the Consultant establishes that the most appropriate and cost effective
connection to the existing system is a buffer tank, the Consultant shall document this for
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Conceptual Scope of Services
Independent Engineering Evaluation
Final Planning for Stock Island Sewer System
Page 5 of 8
further consideration during Task 3. The Consultant shall prepare a conceptual level plan
(graphic) for the most cost effective on-site collection system that illustrates the new
components and configuration of the on-site system for each property as well as the use of
any existing infrastructure, if it can be used to defray the overall cost to the property owner.
In addition, a detailed conceptual level estimate shall be prepared and included with the plan
to verify total costs associated with the on-site collection system including (1) final
engineering design, surveying, permitting, and construction. The Consultant shall assemble
and present the cost estimate in a format that is easily interpreted by each property owner so
that he/she has the opportunity to independently evaluate certain costs associated with their
on-site collection system. (If requested by the property owner, the Consultant shall also
present the results of the comparative cost analysis for the alternative on-site sewer system
configurations to confirm that the most cost effective configuration was adopted.)
The Consultant shall submit to each property owner the results of the on-site sewer system
analysis complete with the cost estimate. The Consultant shall explain the results of the
alternatives analysis with each property owner and obtain written acknowledgement from the
property owner that he/she has: (1) reviewed the results of the alternatives analysis, (2)
understands the conceptual level plan for the various components associated with the on-site
system, (3) the point(s) and means of connection to the Utility System's collection system,
(4) upgrades, modifications, and/or rehabilitation work needed for any existing on-site
infrastructure, and (5) confirms that the recommended system is the most cost effective
alternative for the property owner while also considering cost impacts to the County before
pursuing final engineering design.
TASK 3 - CONCEPTUAL SEWER DESIGN FOR REMAINDER OF STOCK ISLAND
A. Evaluate Alternative Sewer Systems Configurations
Although the existing collection system is a vacuum system, the Consultant will evaluate
other alternatives for providing service to the remaining portion of the island. Systems to be
considered include Grinder-type pump stations (i.e., low pressure), a STEP system as well as
a vacuum system. In addition to the unsewered areas of the island, any large users with a
buffer tank that are currently served by the existing vacuum collection system, as well as any
of the 19 properties for which a buffer tank was identified as the most cost effective type of
connection method shall be revisited. If a connection to the separate (proposed) sewer
collection system can be accomplished cost effectively for a portion of the large users
currently connected to the existing vacuum system, consideration shall be given to serving
those users via the proposed collection system.
Again, the intent of reducing the number of large users (buffer tanks) on the existing
collection system is to (1) allow the installation of buffer tanks, if needed, to serve some or
all of the remaining 19 properties if these components are established as being the most cost
effective solution for those properties, and (2) restore reserve capacity to the existing
CONCEPTUAL SCOPE OF SERVICES. DOC
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Conceptual Scope of Services
Independent Engineering Evaluation
Final Planning for Stock Island Sewer System
Page 6 of8
collection system for the addition of more large users in the future, if needed. Preliminary
layouts for the proposed alternative systems will be developed along with estimated
construction costs. A 20-year life cycle cost analysis (from 2005 through 2025) will be
developed to take into account estimated annual operating costs for each system. Based on
the findings from the alternative analysis and life cycle costing, a preferred system
configuration will be recommended.
B. WWTP Expansion Requirements
Based on the service area build-out needs, the Consultant shall identify anticipated flow rates
to the Utility for its use in planning modifications to the existing treatment facility, both in
terms of hydraulic capacity and treatment capabilities to meet the future A WT treatment
limits. The Utility will be responsible for the required planning activities associated with
meeting both hydraulic and A WT treatment goals based on the flow estimates developed by
the Consultant.
C. Recommended Expansion Program
Based on the results of Subtasks A and B for Task 3, a plan for providing wastewater
collection for the un-sewered areas will be developed. Impacts to the existing wastewater
treatment plant will be discussed. A preliminary layout of the proposed collection system
will be provided. Budgetary construction costs for performing this work will be developed
as well as a preliminary design/construction schedule. The expansion plan shall include a
phasing diagram or schedule to illustrate when specific engineering planning, design,
permitting, and construction activities should occur to ensure that all sewer connections can
be completed in a timely manner without jeopardizing reserve capacity of the treatment plant
and/or collection system. Due to the conceptual nature of this document, the costs estimates
will be budgetary in nature, and shall be suitable for planning purposes by the County.
TASK 4- SUMMARY REPORT
The results of Tasks 1 through 3 will be summarized in a Preliminary Engineering Report (pER).
The PER will present and cover the following aspects:
· Existing and Projected Wastewater Capacity Needs of the Island through 2025;
· Alternative Sewer Configurations that were Evaluated;
· Recommended Sewer Configuration of New Sewer System;
· Modifications Proposed for the Existing Vacuum Collection System;
· Conceptual Plans (total of 19) for Private On-Site Collection Systems;
· Conceptual Construction Costs for Sewer System Expansion and Modification, and
· Phasing and Implementation Plan and Timeline for WWTP and Sewer System Expansion.
CONCEPTUAL SCOPE OF SERVICES. DOC
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Conceptual Scope of Services
Independent Engineering Evaluation
Final Planning for Stock Island Sewer System
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Copies of the draft report will be provided to the County for review and comment. A third party
review of the draft PER will be conducted by a County appointed engineering firm (TBD) to
validate the results developed and presented in the report. Based on the comments received, the
Consultant shall finalize the report and issue 10 copies of the report in final format. The
finalized report will recommended to be the Basis of Design for expanding the Stock Island
wastewater system to serve the remaining portion of the island.
TASK 5 - THIRD PARTY REVIEW
Given the nature of this project, an independent third party review will be conducted at various
stages of the project. The first review will be conducted after the service area flows have been
established and the existing system has been optimized. The second review will be conducted
after the recommended system expansion plan has been developed. The final review will occur
after the draft report has been submitted. The Consultant will receive comments after each of
these reviews and should be prepared to meet with County to discuss and address the comments.
TASK 6- PUBLIC OUTREACH PROGRAM
In order to keep the public informed as to the progress of this project, several workshop type
meetings will be conducted. A summary of proposed meetings that the Consultant must attend
through the course of the project are identified and described below:
· Public Outreach Meetings - An introductory meeting will be held with the Consultant, the
BOCC anti other County personnel, and the affected property owners during a special session
of the BOCC. The Consultant will be introduced to the various affected property owners,
and will present a brief approach to be used for final resolution of outstanding concerns.
During this meeting, the Consultant shall be ready to discuss alternative sewer system
configurations, technical and/or feasibility limitations associated with one or more sewer
options, and an overview of the planning and design process. Immediately following this
meeting, the Consultant shall begin a formal on-site interview with each property owner. It
is anticipated that these meetings will require approximately 1 to 1.5 hours per property to
complete the activities described above for Task 2B.
.
Special BOCC Meeting # 1 - Upon completing the on-site evaluation for the 19 affected
properties and obtaining "unofficial" buy-in from each property owner, the Consultant shall
attend a special BOCC meeting to review the results of the on-site engineering evaluation
and shall summarize what type of system(s) will be installed to serve each property along
with an estimated cost. The cost estimates presented to the BOCC should clearly define
those costs that will likely be borne by the property owner (assuming no subsidies) as well as
those costs for which the County and/or Utility will be responsible for.
.
Special BOCC Meeting #2 - The third and final workshop meeting will be conducted once
the proposed build-out system configuration for Stock Island is developed. The
recommended type of system along with its conceptual layout shall be presented and
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Conceptual Scope of Services
Independent Engineering Evaluation
Final Planning for Stock Island Sewer System
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discussed. Any modifications that should be made to the existing vacuum collection system
shall also be reviewed and discussed including the potential elimination and/or addition of
buffer tanks, valve pits, etc. Per the results of the engineering evaluation, those users
currently served by the existing vacuum collection system which should be switched to and
served by the separate proposed sewer system will also be identified. Finally, the Consultant
will present the recommended system expansion and phasing plan for the sewer collection
system, treatment plant, and disposal system(s).
The Consultant shall complete the work described herein within four (4) months from receipt
of the Notice to Proceed from the County.
CONCEPTUAL SCOPE OF SERVICES.DOC
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