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Ordinance No. 15,421ORDINANCE NO. 15,421 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS, AUTHORIZING A PROFESSIONAL SERVICES AGREEMENT WITH CAROLLO ENGINEERS, INC., FOR STAFF AUGMENTATION SERVICES FOR PUBLIC WORKS AND ENGINEERING PROJECTS; AUTHORIZING PAYMENT BY THE CITY OF BAYTOWN IN AN AMOUNT NOT TO EXCEED SIX HUNDRED THOUSAND ONE HUNDRED FORTY-ONE AND NOY 100 DOLLARS ($600,141.00); MAKING OTHER PROVISIONS RELATED THERETO; AND PROVIDING FOR THE EFFECTIVE DATE THEREOF. ************************************************************************************* BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS: Section 1: That the City Council of the City of Baytown, Texas, hereby authorizes and directs the City Manager to execute and the City Clerk to attest to a Professional Services Agreement with Carollo Engineers, Inc., for Staff Augmentation Services for Public Works and Engineering Projects. A copy of said agreement is attached hereto as Exhibit "A" and incorporated herein for all intents and purposes. Section 2: That the City Council of the City of Baytown authorizes payment to Carollo Engineers, Inc., in an amount not to exceed SIX HUNDRED THOUSAND ONE HUNDRED FORTY- ONE AND NO.100 DOLLARS ($600,141.00) for professional services in accordance with the agreement authorized in Section 1 hereinabove. Section 3: That the City Manager is hereby granted general authority to approve a decrease or an increase in costs by FIFTY THOUSAND AND NO:100 DOLLARS ($50,000.00) or less. Section 4: This ordinance shall take effect immediately from and after its passage by the City Council of the City of Baytown. INTRODUCED, READ and PASSED by the affirmative vote of the City Council of the City of Baytown this the 13' day of April, 2023. o����IiGWN, ,, lF DON CAPETILLO, Mayor a� o e . o ANGELA CK N, City Clerk,,;, e� APPROVED 4 TOE POW-! SCOTT LEMOND, City Attorney R: Karen Anderson ORDINANCES\2023\2023.04.13\PSA4PW&EStaffAugmentation.docx EXHIBIT "A" AGREEMENT FOR CONSULTING SERVICES STATE OF TEXAS COUNTY OF HARRIS This Agreement (this "Agreement") is entered into by and between Carollo Engineers, Inc. (hereinafter "Consultant") and the City of Baytown, a home -rule municipality located in Harris and Chambers Counties, Texas (the "City"). 1. Scope of Services/Consultant Fees This Agreement authorizes Consultant to perform design and construction support services for the purpose of providing staff with additional, specialized expertise with water and wastewater infrastructure projects as well as to provide support services toward the further development of process, procedures and technology for the Public Works and Engineering Department (the "Work") for and on behalf of the City as specified in the Scope of Work attached as Exhibit "A." b. This Agreement shall commence on the date of execution by the City Manager and shall terminate the earlier of. (a) completion of the Work in accordance with this Agreement, including Exhibits; (b) One Hundred Seventy (170) days following execution by the City Manager; or (c) Termination of this Agreement under Paragraph 10. C. The scope of the Work is detailed in Exhibit "A." d. The time schedules for the Work are specified in Exhibit "B." e. Each of these Exhibits "A" through "B" is incorporated into this Agreement by reference for all purposes. 2. Compensation and Professional Fees a. The City shall pay Consultant in installments based upon monthly progress reports and detailed invoices submitted by the Consultant based upon the following: 1. Project Coordination for SCADA Project (WW2302)......................$74,507.00 2. Project Coordination for East District WWTP Projects Phase I & II (WW2002 & WW2101).....................................................................................$109,694.00 3. Project Coordination for I-10 Lift Station No. I Improvements Project (LS2001)............................................................................................$77,242.00 4. Project Coordination fro BAWA Main WTP Raw Water Rehabilitaion Project (BAWA 2103)....................................................................................$45,286.00 5. Miscellaneous Department Support .................................................$293,412.00 6. Total................................................................................................$600,141.00 Ap,reement for Professional Services, Page 1 b. Consultant shall not exceed the fixed contractual amount without written authorization in the form of a contract amendment. Reimbursable Expenses are itemized by work category. Reimbursable Expenses shall be invoiced AT COST, without subsequent markup by Consultant. All invoices containing a request for Reimbursable Expenses shall include copies of the original expense receipts itemized per allowable category. (1) Allowable reimbursable Expenses include: (a) Hard copy reproductions, copies, and/or binding costs; (b) Postage; (c) Mileage, for travel from Consultant's local office (within a 25-mile radius) to meetings at the City or jobsite. Mileage shall be charged at the current IRS rates; (d) Travel Expenses, mileage from local office to state or federal regulatory agency office beyond 100 miles; and (e) Lodging expenses for destinations beyond 100 miles from Consultant's local office AND when business hours exceed eight hours within one business day OR when Consultant's services require more than one eight -hour day at the destination; provided such expenses have been approved in writing by the City. (2) Disallowed Expenses include travel expenses for professional expertise traveling into the Greater Houston Area from Consultant's office outside the Greater Houston Area. d. Consultant shall invoice based upon total services actually completed during the applicable month. Invoices and all required or requested backup information shall be tendered no more often than once a month. Consultant shall not invoice the City for services or expenses that were incurred more than sixty (60) days before the date of the invoice. Failure to timely invoice the City for services or expenses shall result in Consultant's invoice being denied. e. In the event of a disputed or contested invoice, the City may withhold from payment that portion so disputed or contested, and the undisputed portion will be paid. 3. Personnel of Consultant a. Consultant's Project Manager Consultant shall designate Amber Batson, P.E., to serve as Project Manager for the Work performed under this Agreement. Any change of Project Manager shall require thirty (30) days advance written approval from the City's Representative. b. Licensed and Registered Professional Engineer Agreement for Professional Services, Page 2 Consultant shall keep full-time registered Engineer Professional licensed in the State of Texas on staff and assigned to the Work for the duration of its performance of the Work. C. Data on Consultant's Employees Prior to commencement of the Work, Consultant shall forward to the City a detailed resume of the personnel that will be assigned to the Work. d. Rejection of Consultant's Employees The City reserves the right to approve or reject from the Work any employees of Consultant. 4. Designation and Duties of the City's Representative a. The Director of Public Works and Engineering or his/her designee shall act as the City's Representative. b. The City's Representative shall use his or her best efforts to provide nonconfdential City records for Consultant's use. However, the City does not guarantee the accuracy or correctness of the documents so provided. Notwithstanding the foregoing, Consultant shall be entitled to use and rely upon information provided by the City in performing the services required under this Agreement only to the extent and level specified by the City in writing for each document provided. Nothing contained herein shall be construed to require the City to provide such records in any certain format. The format in which the existing data and documentation will be provided shall be at the sole discretion of the City. 5. Standards of Performance a. Consultant shall perform all services under this Agreement with the care and skill ordinarily used by members of Consultant's profession practicing under the same or similar circumstances, time and locality. Opinion of probable cost shall be based upon the Consultant's experience and represent its best judgment as an experienced and qualified professional. Each submittal of opinion of probable cost shall be commensurate with the project design. Consultant shall be responsible for the technical accuracy of its services and documents resulting therefrom, and the City shall not be responsible for discovering deficiencies therein. Consultant shall correct such deficiencies without additional compensation. b. Codes and Standards All references to codes, standards, environmental regulations and/or material specifications shall be to the latest revision, including all effective Agreement for Professional Services, Page 3 supplements or addenda thereto, as of the date that the requestor for Work is made by the City. ii. The Work shall be designed and furnished in accordance with the most current codes and/or standards adopted by city, state, or federal government or in general custom and usage by the profession and shall comply with Texas Department of Licensing and Regulation's rules and regulations. iii. The codes and standards used in the profession set forth minimum requirements. These may be exceeded by the Consultant if superior methods are available for successful operation of equipment and/or for the construction project on which the Work is performed. Any alternative codes or regulations used shall have requirements that are equivalent or better than those in the above -listed codes and regulations. Consultant shall state the alternative codes and regulations used. iv. Consultant agrees the services it provides as an experienced and qualified engineering firm will reflect the professional standards, procedures and performances common in the industry for this project. Consultant further agrees that any analysis, reports, preparation of drawings, the designation or selection of materials and equipment, the selection and supervision of personnel and the performance of other services under this Agreement will be pursuant to the standard of performance common in the profession. V. Consultant shall promptly correct any defective analysis caused by Consultant at no cost to City. The City's approval, acceptance, use of or payment for all or any part of Consultant's services hereunder or of the Work itself shall in no way alter Consultant's obligations or the City's rights under this Agreement. As applicable, Consultant shall provide the City with record "as -built" drawings relating to the Work in an electronic format that is acceptable to the City. City shall be in receipt of record drawings, if applicable, prior to final payment. 6. Schedule Consultant shall not proceed with the Work or any stage thereof until written notice to proceed is provided by the City's Representative. 7. Insurance Consultant shall procure and maintain at its sole cost and expense for the duration of the Agreement, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Work hereunder by Consultant, its agents, representatives, volunteers, employees or subconsultants. a. Consultant's insurance coverage shall be primary insurance with respect to the City, its officials, employees and agents. Any insurance or self-insurance maintained by the City, its officials, employees or agents shall be considered in excess of Agreement for Professional Services, Page 4 Consultant's insurance and shall not contribute to it. Further, Consultant shall include all subconsultants, agents and assigns as additional insureds under its policy or shall furnish separate certificates and endorsements for each such person or entity. All coverages for subconsultants and assigns shall be subject to all of the requirements stated herein. The following is a list of standard insurance policies along with their respective minimum coverage amounts required in this Agreement: Commercial General Liability ■ General Aggregate: $2,000,000 ■ Products & Completed Operations Aggregate: $2,000,000 ■ Personal & Advertising Injury: $1,000,000 ■ Per Occurrence: $1,000,000 ■ Fire Damage $500,000 ■ Waiver of Subrogation required ■ Coverage shall be broad form ■ No coverage shall be deleted from standard policy without notification of individual exclusions being attached for review and acceptance. ii. Business Automobile Policy ■ Combined Single Limits: $1,000,000 ■ Coverage for "Any Auto" ■ Waiver of Subrogation required iii. Errors and Omissions ■ Limit: $1,000,000 for this project ■ Claims -made form is acceptable ■ Coverage will be in force for one (1) year after completion of the Project ■ Waiver of Subrogation required iv. Workers' Compensation ■ Statutory Limits ■ Employer's Liability $500,000 ■ Waiver of Subrogation required b. The following shall be applicable to all policies of insurance required herein: Insurance carrier for all liability policies must have an A.M. Best Rating of A:VIII or better. ii. Only insurance carriers licensed and admitted to do business in the State of Texas will be accepted. Agreement for Professional Services, Page 5 iii. Liability policies must be on occurrence form. Errors and Omissions can be on claims -made form. iv. Each insurance policy shall be endorsed to state that coverage shall not be suspended, voided, canceled or reduced in coverage or in limits except after thirty (30) days prior written notice by mail, return receipt requested, has been given to the City. V. The City, its officers, agents and employees are to be added as Additional Insureds to all liability policies, with the exception of the Workers' Compensation and Errors and Omissions Policies required herein. vi. Upon request and without cost to the City, certified copies of all insurance policies and/or certificates of insurance shall be furnished to the City. vii. Upon request and without cost to the City, loss runs (claims listing) of any and/or all insurance coverages shall be furnished to the City. viii. All insurance required herein shall be secured and maintained in a company or companies satisfactory to the City, and shall be carried in the name of Consultant. Consultant shall provide copies of insurance policies and endorsements required hereunder to the City on or before the effective date of this Agreement. 8. Indemnification and Release CONSULTANT AGREES TO AND SHALL INDEMNIFY AND HOLD HARMLESS AND DEFEND THE CITY, ITS OFFICERS, AGENTS, AND EMPLOYEES (HEREINAFTER REFERRED TO AS THE "CITY") FROM AND AGAINST ANY AND ALL CLAIMS, LOSSES, DAMAGES, CAUSES OF ACTION, SUITS AND LIABILITY OF EVERY KIND, INCLUDING ALL EXPENSES OF LITIGATION, COURT COSTS, AND ATTORNEY'S FEES, FOR INJURY TO OR DEATH OF ANY PERSON, FOR DAMAGE TO ANY PROPERTY OR FOR ANY BREACH OF CONTRACT TO THE EXTENT ARISING OUT OF OR IN CONNECTION WITH AN ACT OF NEGLIGENCE, INTENTIONAL TORT, INTELLECTUAL PROPERTY INFRINGEMENT, OR FAILURE TO PAY A SUBCONTRACTOR OR SUPPLIER COMMITTED BY THE CONSULTANT OR THE CONSULTANT'S AGENT, CONSULTANT UNDER CONTRACT, OR ANOTHER ENTITY OVER WHICH THE CONSULTANT EXERCISES CONTROL (COLLECTIVELY, CONSULTANT'S PARTIES). IT IS THE EXPRESS INTENTION OF THE PARTIES Agreement for Professional Services, Page 6 HERETO, BOTH CONSULTANT AND THE CITY, THAT THE INDEMNITY PROVIDED FOR IN THIS PARAGRAPH IS INDEMNITY BY CONSULTANT TO INDEMNIFY AND PROTECT THE CITY FROM THE CONSEQUENCES OF CONSULTANT'S PARTIES' OWN WILLFUL MISCONDUCT, JOINT OR SOLE NEGLIGENCE, AS WELL AS THE CONSULTANT'S PARTIES' INTENTIONAL TORTS, INTELLECTUAL PROPERTY INFRINGEMENTS, AND FAILURES TO MAKE PAYMENTS ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT. SUCH INDEMNITY SHALL NOT APPLY, HOWEVER, TO LIABILITY ARISING FROM THE PERSONAL INJURY, DEATH, OR PROPERTY DAMAGE OF PERSONS THAT IS CAUSED BY OR RESULTS FROM THE NEGLIGENCE OF ANY PERSON OTHER THAN THE CONSULTANT'S PARTIES. IN THE EVENT THAT ANY ACTION OR PROCEEDING IS BROUGHT AGAINST THE CITY FROM WHICH THE CITY IS INDEMNIFIED, CONSULTANT FURTHER AGREES AND COVENANTS TO DEFEND THE ACTION OR PROCEEDING BY LEGAL COUNSEL ACCEPTABLE TO THE CITY. THE INDEMNITY PROVIDED HEREINABOVE SHALL SURVIVE THE TERMINATION AND/OR EXPIRATION OF THIS AGREEMENT. By this Agreement, the City does not consent to litigation or suit, and the City hereby expressly revokes any consent to litigation that it may have granted by the terms of this Agreement or any other contract or agreement, any charter, or applicable state law. Nothing herein shall be construed so as to limit or waive the City's sovereign immunity. Consultant assumes full responsibility for its services performed hereunder and hereby releases, relinquishes and discharges the City, its officers, agents, and employees from all claims, demands, and causes of action of every kind and character, including the cost of defense thereof, for any injury to or death of any person (whether they be either of the parties hereto, their employees, or other third parties) and any loss of or damage to property (whether the property be that of either of the parties hereto, their employees, or other third parties) that is caused by or alleged to be caused by, arising out of, or in connection with Consultant's services to be performed hereunder. This release shall apply with respect to Consultant's services regardless of whether said claims, demands, and causes of action are covered in whole or in part by insurance. 9. Subcontractors and Subconsultants Consultant shall receive written approval of the City's Representative prior to the use of any subcontractors or subconsultants. A copy of all proposed contracts with subconsultants and/or subcontractors shall be given to the City before execution of such contracts. Agreement for Professional Services, Page 7 10. Termination of Consultant The City, besides all other rights or remedies it may have, shall have the right to terminate this Agreement without cause upon written notice from the City Manager to Consultant of the City's election to do so. Furthermore, the City may immediately and without notice terminate this Agreement if Consultant breaches this Agreement. A breach of this Agreement shall include, but not be limited to, the following: (a) failing to pay insurance premiums, liens, claims or other charges; (b) failing to pay any payments due the city, state, or federal government from Consultant or its principals, including, but not limited to, any taxes, fees, assessments, liens, or any payments identified in this Agreement; (c) the institution of voluntary or involuntary bankruptcy proceeding against Consultant; (d) the dissolution of Consultant; (e) refusing or failing to prosecute the Work or any separable part with the diligence that will ensure its completion within the time specified in this Agreement; (f) failing to complete Work within the time period specified in this Agreement; and/or (g) the violation of any provision of this Agreement. Upon delivery of any notice of termination required herein, Consultant shall discontinue all services in connection with the performance of the Agreement. Within ten (10) days after receipt of the notice of termination, Consultant shall submit a final statement showing in detail the services satisfactorily performed and accepted and all other appropriate documentation required herein for payment of services. At the same time that the final statement is tendered to the City, Consultant shall also tender to the City's Representative all of Consultant's instruments of service, including all drawings, special provisions, field survey notes, reports, estimates, and any and all other documents or work product generated by Consultant under this Agreement, whether complete or not, in an acceptable form and format together with all unused materials supplied by the City. No final payment will be made until all such instruments of service and materials supplied are so tendered. If this Agreement is terminated for cause, Consultant shall be liable for any damage to the City resulting therefrom. This liability includes any increased costs incurred by the City in completing Consultant's services. The rights and remedies of the City in this section are in addition to any other rights and remedies provided by law or under this Agreement. 11. Records Within ten (10) days of the City's request and at no cost to the City, the City will be entitled to review and receive a copy of all documents that indicate work on the Project that is subject to this Agreement. Except for proprietary data, which we are enjoined from sharing. 12. Supervision of Consultant Consultant is an independent contractor, and the City neither reserves nor possesses any right to control the details of the Work performed by Consultant under the terms of this Agreement. Asreement for Professional Services, Page 8 13. Billing The City shall have thirty (30) days to pay Consultant's invoices from the date of receipt of such invoices and necessary backup information. All invoices must identify with specificity the work or services performed and the date(s) of such work or services. In the event of a disputed or contested invoice, the parties understand and agree that the City may withhold the portion so contested, but the undisputed portion will be paid. Consultant shall invoice the City for work performed no more than once a month and may not invoice the City for work not performed. Invoices shall be received by the City no later than sixty (60) calendar days from the date Consultant and/or its subconsultants perform the services or incur the expense. Failure by Consultant to comply with this requirement shall result in Consultant's invoice being denied and the City being relieved from any liability for payment of the late invoice. 14. Indebtedness If Consultant, at any time during the term of this Agreement, incurs a debt, as the word is defined in section 2-662 of the Code of Ordinances of the City of Baytown, it shall immediately notify the City's Director of Finance in writing. If the City's Director of Finance becomes aware that Consultant has incurred a debt, the City's Director of Finance shall immediately notify Consultant in writing. If Consultant does not pay the debt within thirty (30) days of either such notification, the City's Director of Finance may deduct funds in an amount equal to the debt from any payments owed to Consultant under this Agreement, and Consultant waives any recourse therefor. 15. Verifications If Consultant has ten (10) or more full-time employees and Consultant's total compensation under this Agreement has a value of One Hundred Thousand Dollars ($100,000.00) or more, Consultant makes the following verifications in accordance with Chapters 2271 and 2274 of the Texas Government Code: a. the Consultant does not boycott Israel and will not boycott Israel during the term of the contract to be entered into with the City of Baytown; b. the Consultant does not boycott energy companies and will not boycott energy companies during the term of the contract to be entered into with the City of Baytown; and C. the Consultant does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association and will not discriminate during the term of the contract against a firearm entity or firearm trade association. 16. Governing Law This Agreement has been made under and shall be governed by the laws of the State of Texas. The parties further agree that performance and all matters related thereto shall be in Harris County, Texas. 17. Notices Unless otherwise provided in this Agreement, any notice provided for or permitted to be given must be in writing and delivered in person or by depositing same in the United States mail, postpaid and registered or certified, and addressed to the party to be notified, with return receipt requested, Agreement for Professional Services, Page 9 or by delivering the same to an officer of such party. Notice deposited in the mail as described above shall be conclusively deemed to be effective, unless otherwise stated in this Agreement, from and after the expiration of three (3) days after it is so deposited. For the purpose of notice, the addresses of the parties shall be as follows unless properly changed as provided for herein below: For the City: For Consultant: CITY OF BAYTOWN Attn: City Manager P. O. Box 424 Baytown, Texas 77522-0424 Carollo Engineers Inc. Attn: Amber Batson, P.E. 10375 Richmond Avenue, Sute 1625 Houston, TX 77042 Each party shall have the right from time to time at any time to change its respective address and each shall have the right to specify a new address, provided that at least fifteen (15) days written notice is given of such new address to the other party. 18. No Third -Party Beneficiary This Agreement shall not bestow any rights upon any third party, but rather, shall bind and benefit Consultant and the City only. No person or entity not a signatory to this Agreement shall be entitled to rely on Consultant's performance of its services hereunder, and no right to assert a claim against Consultant by assignment of indemnity rights or otherwise shall accrue to a third party as a result of this Agreement or the performance of Consultant's services hereunder. 19. No Right to Arbitration Notwithstanding anything to the contrary contained in this Agreement, the City and Consultant hereby agree that no claim or dispute between the City and Consultant arising out of or relating to this Agreement shall be decided by any arbitration proceeding, including, without limitation, any proceeding under the Federal Arbitration Act (9 U.S.C. Sections 1-14), or any applicable State arbitration statute, including, but not limited to, the Texas General Arbitration Act, provided that in the event that the City is subjected to an arbitration proceeding notwithstanding this provision, Consultant consents to be joined in the arbitration proceeding if Consultant's presence is required or requested by the City of complete relief to be recorded in the arbitration proceeding. Agreement for Professional Services, Page 10 20. Waiver No waiver by either party to this Agreement of any term or condition of this Agreement shall be deemed or construed to be a waiver of any other term or condition or subsequent waiver of the same term or condition. 21. Complete Agreement This Agreement represents the entire and integrated agreement between the City and Consultant in regard to the subject matter hereof and supersedes all prior negotiations, representations or agreements, whether written or oral, on the subject matter hereof. This Agreement may only be amended by written instrument approved and executed by both of the parties. The City and Consultant accept and agree to these terms. 22. No Assignment Consultant may not sell or assign all or part interest in this Agreement to another party or parties without the prior express written approval of the City Manager of such sale or assignment. The City may require any records or financial statements necessary in its opinion to ensure such sale or assignment will be in the best interest of the City. 23. Headings The headings used in this Agreement are for general reference only and do not have special significance. 24. Severability All parties agree that should any provision of this Agreement be determined to be invalid or unenforceable, such determination shall not affect any other term of this Agreement, which shall continue in full force and effect. 25. Ambiguities In the event of any ambiguity in any of the terms of this Agreement, it shall not be construed for or against any party hereto on the basis that such party did or did not author the same. 26. Authority The officers executing this Agreement on behalf of the parties hereby represent that such officers have full authority to execute this Agreement and to bind the party he:'she represents. IN WITNESS WHEREOF, the parties hereto have executed this Agreement in multiple copies, each of which shall be deemed to be an original, but all of which shall constitute but one and the same Agreement on the day of , 20_, the date of execution by the City Manager of the City of Baytown. CITY OF BAYTOWN JASON E. REYNOLDS, City Manager ATTEST: Agreement for Professional Services, Page 11 ANGELA JACKSON, City Clerk APPROVED AS TO FORM: SCOTT LEMOND, City Attorney Agreement for Professional Services, Page 12 CONSULTANT: Carollo Engineers, Inc. UUr47�u Pd &iry (Signature) Amber M. Batson (Printed Name) Associate Vice President CONSULTANT: Carollo Engineers, Inc. 9*�*- (Signature) Scott Hoff (Printed Name) Senior Vice President (Title) (Title) STATE OF TEXAS § COUNTY OF HARRIS§ Before me on this day personally appeared Amber Batson , in his/her capacity as Associate Vice President , on behalf of such Corporation ® known to me; ❑ proved to me on the oath of ; or ❑ proved to me through his/her current (description of identification card or other document issued by the federal government or any state government that contains the photograph and signature of the acknowledging person) (check one) to be the person whose name is subscribed to the foregoing instrument and acknowledged to me that he/she executed the same for the purposes and consideration therein expressed. SUBSCRIBED AND SWORN before me this 29th day of March 20 23. =�J'Y °�jn EDNA MAURY �u t Notary ID #6443743 (/ y� My Commission Expires NotaryPublic in anqf61 e State of Texas '4ara� January 28, 2024 Professional Services Template -Non -Grant - Section 2 Flexible (Final-Fillable) Aereement for Professional Services, Page 13 aC'vi,®° March 15, 2023 (revised) Mr. Michael Leech City of Baytown Public Works & Engineering 2123 Market Street Baytown, Texas 77522 Subject: Proposal to Provide Utility Project Management Assistance Dear Mike: 10375 Richmond Avenue, Suite 1625 Houston, Texas 77042 P. 281-87245121 F. 346-201-3543 carollo.com We understand that the City of Baytown (City) has a need for utility project management assistance to support the successful completion of critical projects and ongoing activities within the Department. Carollo Engineers Inc. (Carollo) is pleased to support the City with this important project. Attached you will find our proposed Scope of Work (Exhibit A), an Estimated Level of Effort (Exhibit B), and our Current Rates (Exhibit Q. We are excited to continue to work with the City and look forward to supporting the implementation of important projects for the Public Works & Engineering team. Should you have any questions on this proposed effort, please feel free to contact us at any time. The team is poised to assist the City once a contract is issued. Sincerely, CAROLLO ENGINEERS, INC. TBPE Firm No. 882 W 1 rvv ate- + ' u 6t6� Amber M. Batson, PE Associate Vice President, Project Manager Enclosures: Exhibit A — Scope of Work Exhibit B — Estimated Level of Effort Exhibit C — Current Rates Insurance Certificate Form 1295 Meera Victor, PE Vice President, Principal in Charge iY'� EXHIBIT A SCOPE OF WORK UTILITY PROJECT MANAGEMENT ASSISTANCE BACKGROUND The City of Baytown Public Works & Engineering Department (City) has identified the need for project management assistance to support the successful completion of critical projects and ongoing activities within the Department. Carollo Engineers, Inc. (Consultant) will assist the City with project management assistance on an as -needed basis. Assistance will in cases be project specific. In other cases, Carollo will assist specific aspects of certain projects or programs. Several of the specific project or programmatic aspects include: • Support on Federal or State funded projects to assist with compliance with various funding, reporting, etc., aspects. • Completion of, or assistance with specialized inspections including welding, structural testing, etc. • Completion or development of commissioning programs for new system implementation, SCADA, HVAC, etc. SCOPE OF SERVICES The following section details potential assignments that are anticipated. Services under this agreement may include, but are not limited to, tasks within the section. Consultant may also be authorized to perform additional services under this contract that are not listed below. All services performed under this contract require written approval of the City prior to proceeding with work. The City may request an estimated effort prior to authorization of any task. Deliverables for each task will include technical review as applicable in accordance with Consultant's quality management protocols. Services shall not exceed the upper limit value of the contract as discussed further below. Task 1. Wastewater System SCADA Improvements Project (WW2302) The City has some American Rescue Plan Act (ARPA) funding available for SCADA improvements to both their wastewater treatment plants and their collection system. Consultant will assist with implementation of the Wastewater System SCADA Improvements Project as requested by City and could include the following tasks: Project management support including the development of a project charter and/or project management plan, identifying and managing project risks, developing/monitoring project schedule, monitoring project budget, support with project stakeholder engagement, project document management, and ongoing reporting. Rev Date: 3/15/2023 Page 1 of 6 Contracting support such as drafting a Request for Qualifications for City review, supporting the review of qualifications received, supporting the development of scope and fee with the selected consultant, and developing backup documentation for internal city approval process. Design/permitting/bidding phase oversight including coordination with the consultant, development of meeting agendas, review of deliverables, workshops with City staff to discuss wants/needs and deliverables, collation of City comments on deliverables, assistance with temporary construction easements, assistance with project permitting efforts, coordination with purchasing for bid advertisement, review of bids received, and coordination with City staff for Council approval of the project contracts. Construction phase contract oversight including management of contracts with design engineer, construction contractor, and construction manager (if applicable); coordination with operations staff as needed in advance of shutdowns and tie-ins; and project closeout services to transition the project from the construction team to the City's operations and maintenance personnel. It is assumed that engineering services during construction and construction management services would not be provided via this scope. These services would be contracted separately through the on -call master agreement, if desired by the City. Grant funding support including management of funding requirements and routine reporting. • Ongoing project coordination with various City departments for project development, contract execution, and implementation. Task 2. East District WWTP Projects (Phase I and II) (WW2002 + WW2101) The City has CDBG funding for a phased improvements project for the East District WWTP. The first phase of the project is nearing completion of design, and the second phase of the project has not been initiated. Consultant may assist with implementation of both phases of the East District WWTP Improvements Project as requested by City and could include the following tasks: Project management support including the development of a project charter and/or project management plan, identifying and managing project risks, developing/monitoring project schedule, monitoring project budget, support with project stakeholder engagement, project document management, and ongoing reporting. Contracting support such as supporting the development of scope and fee with the previously -selected consultant and developing backup documentation for internal city approval process. • Design/permitting/bidding phase oversight including coordination with the consultant, development of meeting agendas, review of deliverables, workshops with City staff to discuss wants/needs and deliverables, collation of City comments on deliverables, assistance with temporary construction easements, assistance with project permitting Rev Date: 3115/2023 Page 2 of 6 efforts, coordination with purchasing for bid advertisement, review of bids received, and coordination with City staff for Council approval of the project contracts. Construction phase contract oversight including management of contracts with design engineer, construction contractor, and construction manager (if applicable); coordination with operations staff as needed in advance of shutdowns and tie-ins; and project closeout services to transition the project from the construction team to the City's operations and maintenance personnel. It is assumed that engineering services during construction and construction management services would not be provided via this scope. These services would be contracted separately through the on -call master agreement, if desired by the City. Grant funding support including management of funding requirements and routine reporting. • Ongoing project coordination with various City departments for project development, contract execution, and implementation. Task 3. 1-10 Lift Station No. 1 Improvements Project (LS2001) The City (and their consultant) is currently providing design phase services for the project. At this time, the City does not have an in-house Project Manager designated for the project but needs to advance the project to rehabilitate the critical infrastructure. Consultant may assist with implementation of the 1-10 Lift Station Project as requested by City and could include the following tasks: • Project management support including the development of a project charter and/or project management plan, identifying and managing project risks, developing/monitoring project schedule, monitoring project budget, support with project stakeholder engagement, project document management, and ongoing reporting. • Design/permitting/bidding phase oversight including coordination with the consultant, development of meeting agendas, review of deliverables, workshops with City staff to discuss wants/needs and deliverables, collation of City comments on deliverables, assistance with temporary construction easements, assistance with project permitting efforts, coordination with purchasing for bid advertisement, review of bids received, and coordination with City staff for Council approval of the project contracts. • Construction phase contract oversight including management of contracts with design engineer, construction contractor, and construction manager (if applicable); coordination with operations staff as needed in advance of shutdowns and tie-ins; and project closeout services to transition the project from the construction team to the City's operations and maintenance personnel. It is assumed that engineering services during construction and construction management services would not be provided via this scope. These services would be contracted separately through the on -call master agreement, if desired by the City. Rev Date. 115I2023 Page 3 of 6 • Ongoing project coordination with various City departments for project development, contract execution, and implementation. Task 4. BAWA Main WTP Raw Water Rehabilitation Project (BAWA2103) The City (and their consultant) is currently providing design phase services forth project. At this time, the City does not have an in-house Project Manager designated for the project but needs to advance the project to rehabilitate the critical infrastructure. Consultant may assist with implementation of this Project as requested by City and could include the following tasks: Project management support including the development of a project charter and/or project management plan, identifying and managing project risks, developing/monitoring project schedule, monitoring project budget, support with project stakeholder engagement, project document management, and ongoing reporting. Design/permitting/bidding phase oversight including coordination with the consultant, development of meeting agendas, review of deliverables, workshops with City staff to discuss wants/needs and deliverables, collation of City comments on deliverables, assistance with temporary construction easements, assistance with project permitting efforts, coordination with purchasing for bid advertisement, review of bids received, and coordination with City staff for Council approval of the project contracts. Construction phase contract oversight including management of contracts with design engineer, construction contractor, and construction manager (if applicable); coordination with operations staff as needed in advance of shutdowns and tie-ins; and project closeout services to transition the project from the construction team to the City's operations and maintenance personnel. It is assumed that engineering services during construction and construction management services would not be provided via this scope. These services would be contracted separately through the on -call master agreement, if desired by the City. • Ongoing project coordination with various City departments for project development, contract execution, and implementation. Task S. Miscellaneous Department Support There is a need for support of various Department initiatives. Consultant may, upon request, assist with assorted tasks as requested by City and could include the following tasks: • Support for other active projects and/or CIP planning. • Assistance to various Department staff. • Development and or memorialization of Standard Operating Procedures for use by PWE CIP Team • Support for the implementation of the new project/construction management software system. • Development of dashboards for tracking department activities and/or project status. Rev Date: 3/15/2023 Page 4 of 6 • Development of a master calendar for all active and projects, including milestones for inter -departmental coordination needs within the City (i.e. purchasing, legal). • Updates to the standard specifications for the City. • Development of an approved products list for the City. DELIVERABLES Deliverables will be established at the time each service is authorized. For each type of deliverable, Consultant will provide the following: • Technical memoranda, letter reports, reports— Electronic copies of draft and final deliverables. Hard copies of final reports, signed and sealed where required. • Agendas and meeting summaries —electronic copies of draft and final deliverables. • Other miscellaneous communication and reporting —electronic only. PROJECT SCHEDULE Consultant will commence Scope of Services upon receipt of Notice to Proceed from the City and will complete these services in one year, unless the City and Consultant mutually agree to extend the project duration. PAYMENT AND COMPENSATION Payment for services shall be made on the basis of a not -to -exceed fee of $600,000. A summary of estimated labor hours has been included in Exhibit B and standard hourly rates have been included in Exhibit C. The Consultant shall submit monthly invoices for work performed by task, accompanied each month by a status report. ASSUMPTIONS Consultant staff will not be housed at the City's offices and will not be full-time staff for the City. Rather, this Scope of Services is intended to provide as -needed assistance from a qualified senior project manager and their support team. Budget estimates provided in Exhibit B were developed only to substantiate the total contracted amount. Since the Scope of Services and level of project management support the City needs are unknown at this time, budget may be utilized between the tasks. Consultant also will not proceed with providing project management support above the upper limit of the contract without amendment from the City. The total level of effort provided by consultant shall not exceed the available budget. This Scope of Services is not budgeted to include either dedicated construction management and inspection services (CM&I) or technical design review by senior discipline engineers. It is only budgeted to provide project management support to the City. If the City desires CM&I Rev Date: 3/15/2023 Page 5 of 6 services, detailed technical reviews by discipline engineers, or value engineering services, these can be provided via contract amendment or a separate contract. Consultant shall be entitled to use and rely upon information provided by the City in performing the services required under this Assignment only to the extent and level specified by the City in writing for each document provided. Consultant has no control over the cost of labor, materials, equipment, or services furnished by others, over the incoming water quality and/or quantity, or over the way City's plant and/or associated processes are operated and/or maintained. Data projections and estimates are based on Consultant's opinion based on experience and judgment. Consultant cannot and does not guarantee that actual costs and/or quantities realized will not vary from the data projections and estimates prepared by Consultant. No person or entity not a signatory to this Assignment shall be entitled to rely on Consultant's performance of its services hereunder, and no right to assert a claim against Consultant by assignment of indemnity rights or otherwise shall accrue to a third party as a result of this Assignment or the performance of Consultant's services hereunder. In performing theses staff augmentation services, Consultant shall enjoy the same legal protections as an employee of the City performing the same services. Notwithstanding the foregoing, neither Consultant nor their employee(s) performing the noted staff augmentation services shall be considered an employee of the City with regard to employment benefits, including retirement benefits. Rev Date: 311SI2023 Page 6 of 6 EXHIBITB ESTIMATED LEVEL OF EFFORT CITY OF BAYTOWN - UTILITY PROJECT MANAGEMENT ASSISTANCE Task If Task Name Labor Hdurs Total Noun Labor Cost Outside Prof (OP) ODC%, OP Markup, PECE Total Cost Principal Sr Proles Manager Engineers Engineer Englneerl Admin $310 $295 $220 $290 $150 $110 1 Task 1- W W System SCADA Improvements Project (W W2302) 6 140 20 60 75 8 309 $ 70A90 $ $ 4,017 $ 74,507 PM support 2 8 0 0 0 0 10 $ 2,980 5 $ 130 $ 3,110 Contracting support 4 40 0 20 0 0 64 $ 16,640 $ $ 832 $ 17,472 Design/permitting/bidding phase oversight 0 40 0 0 40 0 80 $ 17,900 $ $ 1,040 $ 18,840 Construction phase contract oversight 0 40 0 1 0 0 0 1 40 $ 11,800 $ $ 520 $ 12,320 Grant funding support 0 4 0 20 1 35 0 59 $ 10,030 $ $ 767 $ 10,797 Ongoing project coordination 0 8 20 20 0 8 56 $ 11,240 $ $ 728 $ 11,968 2 Task 2 - East District W WfP Projects - Phase 1 and 11(W W2002 + W W2101) 6 248 60 20 80 4 418 $ 104,260 $ $ 5,434 $ 109,694 PM support 2 40 0 0 0 0 42 $ 12,420 $ $ 546 $ 12,966 Contracting support 4 40 0 0 0 0 44 $ 13,040 S $ 572 $ 13,612 Design/permitting/bidding phase oversight 0 60 40 0 40 0 140 $ 32,SOO $ $ 1,820 $ 34,320 Construction phase contract oversight 0 80 0 0 0 0 80 $ 23,600 $ $ 1,040 $ 24,640 Grant funding support 0 20 0 0 40 0 60 $ 11,900 S $ 780 $ 12,680 Ongoing project coordination 0 8 20 20 0 4 52 $ 10,800 $ $ 676 $ 11,476 3 Task 3 -1.10 LS No.1 Improvements Project (LS2001) 2 168 60 20 40 4 294 $ 73A20 $ $ 3,822 $ 77,242 PM support 2 40 0 0 0 0 42 $ 12,420 $ $ 546 $ 12,966 Design/permitting/bidding phase oversight 0 80 40 0 40 0 160 $ 38,400 $ $ 2,080 $ 40,480 Construction phase contract oversight 0 40 0 0 0 0 40 $ 11,800 S $ 520 $ 12,320 Ongoing project coordination 0 8 20 20 0 4 52 $ 10,800 $ $ 676 $ 11,476 4 Task 4- BAWA Main WTP Raw Water Rehabilitation Project BAWA2103) 2 96 20 2 W 2 182 $ 42,920 $ $ 2,366 $ 45,286 PM support 2 20 0 2 0 0 1 24 $ 6,8801 $ $ 312 1 $ 7,192 Design/permitting/bidding phase oversight 0 16 20 0 40 0 76 $ 15,120 $ $ 998 $ 16,108 Construction phase contract oversight 0 40 0 0 20 0 60 $ 14,800 $ $ 780 $ 15,580 Ongoing project coordination 0 20 0 0 0 2 22 $ 6,120 $ $ 286 $ 6,406 S Miscellaneous Department Support 16 368 420 120 240 120 1284 $ 276,720 $ $ 16,692 $ 293,412 Support for other activities and/or CIP planning 0 80 0 0 0 0 80 $ 23,600 $ $ 1,040 $ 24,640 Assistance to various Department staff 0 40 0 0 0 0 40 $ 11,800 $ $ 520 $ 12,320 Develop SOPS 0 120 240 0 0 40 400 $ 92,600 $ $ 5,200 $ 97,800 Support for the implementation of new PM/CM software 0 40 80 0 40 40 200 $ 39,800 $ $ 2,600 $ 42,400 Development of dashboards 16 20 40 40 80 0 196 1 $ 38,860 $ $ 2,548 $ 41,408 Develop master calendar/schedule updates 0 20 0 O 40 0 60 $ 11,9DO $ $ 780 $ 12,680 Update standard specs 0 40 40 80 60 40 260 $ 48,400 $ $ 3,380 $ 51,780 Development of approved products list 0 8 20 0 20 0 48 $ 9,760 $ $ 624 $ 10,384 Total Estimated Budget 32 3020 S80 222 495 138 - $ 567,810 $ $ 32,331 $ am I'll1 Notes: Hours taprtssed herein are presented solely for the establishment of a total budget. Actual hours may vary based upon City needs for PM assistance Rounded Not -to -Exceed Contract Amount:) $ 600,000 ) Does not include budget for construction management S inspection services, technical specialist reviews, or value engmeenng. Rev Date 3/15/2023 EXHIBIT C Carollo Engineers, Inc. Rate Schedule (2023) Category Hourly Rate Principal in Charge $310 Senior Project Manager $295 Engineer/Scientist 8 $280 Engineer/Scientist 7 $260 Engineer/Scientist 6 $235 Engineer/Scientist 5 $220 Engineer/Scientist 4 $200 Engineer/Scientist 3 $180 Engineer/Scientist 2 $165 Engineer/Scientist 1 $150 Senior Engineering Technical Support $175 Engineering Technical Support $135 Administrative Support $110 Construction Administration Sr. Construction Manager $295 Construction Manager $280 Assistant Construction Manager $220 Onsite Project Representative/Inspector $185 Project Communication and Equipment Expense (PECE) $14 (charge per direct labor hour) Markups on Outside Professionals 10% Effective through December 31, 2023 and subject to annual revision thereafter. Rev Date: 3/15/2023 EXHIBIT B ESTIMATED LEVEL OF EFFORT CITY OF BAYTOWN - UTILITY PROJECT MANAGEMENT ASSISTANCE Taskx TaskName Labor Hours Total Hours labor Cost Outside Prof (OP) ODCs, OP Markup, PECE Total Cost Principal S, Project Manager Engineers Engineer Engineer admin $310 $295 $220 $180 $150 $110 1 Task 1- W W System SCADA Improvements Project (W W2302) 6 140 20 60 7S 8 309 $ 70,490 S $ 4,017 $ 74,507 PM support 2 8 0 0 0 0 10 $ 2,980 $ $ 230 $ 3,110 Contracting support 4 40 0 20 0 0 64 $ 16,640 $ $ 832 $ 17,472 Design/permitting/bidding phase oversight 0 40 0 0 40 0 80 $ 17,800 $ $ 1,040 $ 18,840 Construction phase contract oversight 0 40 0 0 0 0 40 $ 11,800 S $ 520 $ 12,320 Grant funding support 0 4 0 20 35 0 59 $ 10,030 $ S 767 $ 10,797 Ongoing project coordination 0 8 20 20 0 8 56 $ 11,240 $ $ 728 $ 11,968 2 Task 2 - East District W WTP Projects - Phase I and 11(W W2002 e W W2101) 6 248 60 20 80 4 418 $ 104,260 $ $ S,434 $ 109,694 PM support 2 40 0 0 0 0 42 $ 12,420 $ $ 546 $ 12,966 Contracting support 4 40 0 0 0 0 44 $ 13,040 $ $ 572 $ 13,612 Design/permitting/bidding phase oversight 0 60 40 0 40 0 140 $ 32,500 $ $ 1,820 $ 34,320 Construction phase contract oversight 0 80 0 0 0 0 80 $ 23,&W $ $ 1,040 $ 24,640 Grant funding support 0 20 0 0 40 0 60 $ 11,9DO $ $ 780 $ 12,680 Ongoing project coordination 0 8 20 20 0 4 52 $ 10,800 $ $ 676 $ 11,476 3 Task 3 -1.10 LS No.1 Improvements Project (LS2001) 2 168 60 20 40 4 294 $ 73,420 $ $ 3,822 $ 77,242 PM support 2 40 0 0 0 0 42 $ 12,420 $ $ S46 $ 12,966 Design/permitting/bidding phase oversight 0 80 40 0 40 0 160 $ 38,400 $ $ 2,080 $ 40,480 Construction phase contract oversight 0 40 0 0 0 0 40 $ 11,800 $ $ 520 $ 12,320 Ongoing project coordination 0 8 20 20 0 4 52 $ 10,800 $ S 676 $ 11,476 4 Task 4- SAWA Main WTP Raw Water Rehabilitation Project BAWA2303) 2 96 20 2 60 2 182 $ 42,920 $ $ 2,366 $ 45,286 PM support 2 20 1 0 2 1 0 0 24 $ 6,880 5 $ 312 $ 7,192 Design/permitting/bidding phase oversight 0 16 20 0 40 0 76 $ 15,120 $ $ 988 S 16,108 Construction phase contract oversight 0 40 0 0 20 0 60 $ 14,800 S $ 780 $ 15,580 Ongoing project coordination 0 20 0 0 0 2 22 $ 6,120 $ $ 286 $ 6,406 5 Miscellaneous Department Support 16 368 420 120 240 120 1284 $ 276,720 $ $ 16,692 $ 293,412 Support for other activities and/or CIP planning 0 80 0 0 0 0 80 $ 23,600 $ $ 1,040 $ 24,640 Assistance to various Department staff 0 40 0 0 0 0 40 $ 11,800 $ $ 520 $ 12,320 Develop SOPS 0 120 240 0 0 40 400 $ 92,600 $ $ 5,200 $ 97,8DO Support for the implementation of new PM/CM software 0 40 80 0 40 40 200 $ 39,800 $ $ 2,6W $ 42,400 Development of dashboards 16 20 1 40 1 40 1 80 1 0 1 196 $ 38,860 $ 1 $ 2.5481 $ 41,408 Dt Its master calendar/schedule updates 0 20 0 0 40 0 60 $ 11,900 $ $ 780 $ 12,680 Update standard specs 0 40 40 BO 60 4D 260 $ 48,400 $ 5 3,3801 $ 51,780 Development of approved products list 0 8 20 0 20 0 48 1 $ 9,760 $ $ 624 $ 10,384 Total Estimated Budget 32 1020 590 222 49S 138 2487 IS 567,810 $ IS 32,331 S 600141 Notes Hours expressed herein are presented solely for the establishment of a total budget Actual hours may vary based upon Dry needs for PM assistance Rounded Not -to -Exceed Contract Amount: $ 600,000 ) Does not include budget for construction management & inspection services, technical specialist reviews, or value engineering EXHIBIT C Carollo Engineers, Inc. Rate Schedule (2023) Category Hourly Rate Principal in Charge $310 Senior Project Manager $295 Engineer/Scientist 8 $280 Engineer/Scientist 7 $260 Engineer/Scientist 6 $235 Engineer/Scientist 5 $220 Engineer/Scientist 4 $200 Engineer/Scientist 3 $180 Engineer/Scientist 2 $165 Engineer/Scientist 1 $150 Senior Engineering Technical Support $175 Engineering Technical Support $135 Administrative Support $110 Construction Administration Sr. Construction Manager $295 Construction Manager $280 Assistant Construction Manager $220 Onsite Project Representative/Inspector $185 Project Communication and Equipment Expense (PECE) $14 (charge per direct labor hour) Markups on Outside Professionals 10% Effective through December 31, 2023 and subject to annual revision thereafter. Rev Date 3/15/2023 EXHIBIT A SCOPE OF WORK UTILITY PROJECT MANAGEMENT ASSISTANCE BACKGROUND The City of Baytown Public Works & Engineering Department (City) has identified the need for project management assistance to support the successful completion of critical projects and ongoing activities within the Department. Carollo Engineers, Inc. (Consultant) will assist the City with project management assistance on an as -needed basis. Assistance will in cases be project specific. In other cases, Carollo will assist specific aspects of certain projects or programs. Several of the specific project or programmatic aspects include: Support on Federal or State funded projects to assist with compliance with various funding, reporting, etc., aspects. Completion of, or assistance with specialized inspections including welding, structural testing, etc. Completion or development of commissioning programs for new system implementation, SCADA, HVAC, etc. SCOPE OF SERVICES The following section details potential assignments that are anticipated. Services under this agreement may include, but are not limited to, tasks within the section. Consultant may also be authorized to perform additional services under this contract that are not listed below. All services performed under this contract require written approval of the City prior to proceeding with work. The City may request an estimated effort prior to authorization of any task. Deliverables for each task will include technical review as applicable in accordance with Consultant's quality management protocols. Services shall not exceed the upper limit value of the contract as discussed further below. Task 1. Wastewater System SCADA Improvements Project (WW2302) The City has some American Rescue Plan Act (ARPA) funding available for SCADA improvements to both their wastewater treatment plants and their collection system. Consultant will assist with implementation of the Wastewater System SCADA Improvements Project as requested by City and could include the following tasks: Project management support including the development of a project charter and/or project management plan, identifying and managing project risks, developing/monitoring project schedule, monitoring project budget, support with project stakeholder engagement, project document management, and ongoing reporting. Rev Date: 3/15/2023 Page 1 of 6 • Contracting support such as drafting a Request for Qualifications for City review, supporting the review of qualifications received, supporting the development of scope and fee with the selected consultant, and developing backup documentation for internal city approval process. Design/permitting/bidding phase oversight including coordination with the consultant, development of meeting agendas, review of deliverables, workshops with City staff to discuss wants/needs and deliverables, collation of City comments on deliverables, assistance with temporary construction easements, assistance with project permitting efforts, coordination with purchasing for bid advertisement, review of bids received, and coordination with City staff for Council approval of the project contracts. Construction phase contract oversight including management of contracts with design engineer, construction contractor, and construction manager (if applicable); coordination with operations staff as needed in advance of shutdowns and tie-ins; and project closeout services to transition the project from the construction team to the City's operations and maintenance personnel. It is assumed that engineering services during construction and construction management services would not be provided via this scope. These services would be contracted separately through the on -call master agreement, if desired by the City. Grant funding support including management of funding requirements and routine reporting. • Ongoing project coordination with various City departments for project development, contract execution, and implementation. Task 2. East District WWTP Projects (Phase 1 and II) (WW2002 + WW2101) The City has CDBG funding for a phased improvements project for the East District WWTP. The first phase of the project is nearing completion of design, and the second phase of the project has not been initiated. Consultant may assist with implementation of both phases of the East District WWTP Improvements Project as requested by City and could include the following tasks: Project management support including the development of a project charter and/or project management plan, identifying and managing project risks, developing/monitoring project schedule, monitoring project budget, support with project stakeholder engagement, project document management, and ongoing reporting. • Contracting support such as supporting the development of scope and fee with the previously -selected consultant and developing backup documentation for internal city approval process. • Design/permitting/bidding phase oversight including coordination with the consultant, development of meeting agendas, review of deliverables, workshops with City staff to discuss wants/needs and deliverables, collation of City comments on deliverables, assistance with temporary construction easements, assistance with project permitting Rev Date. 3 15/2023 Page 2 of 6 efforts, coordination with purchasing for bid advertisement, review of bids received, and coordination with City staff for Council approval of the project contracts. Construction phase contract oversight including management of contracts with design engineer, construction contractor, and construction manager (if applicable); coordination with operations staff as needed in advance of shutdowns and tie-ins; and project closeout services to transition the project from the construction team to the City's operations and maintenance personnel. It is assumed that engineering services during construction and construction management services would not be provided via this scope. These services would be contracted separately through the on -call master agreement, if desired by the City. Grant funding support including management of funding requirements and routine reporting. • Ongoing project coordination with various City departments for project development, contract execution, and implementation. Task 3. 1-10 Lift Station No. 1 Improvements Project (LS2001) The City (and their consultant) is currently providing design phase services for the project. At this time, the City does not have an in-house Project Manager designated for the project but needs to advance the project to rehabilitate the critical infrastructure. Consultant may assist with implementation of the 1-10 Lift Station Project as requested by City and could include the following tasks: Project management support including the development of a project charter and/or project management plan, identifying and managing project risks, developing/monitoring project schedule, monitoring project budget, support with project stakeholder engagement, project document management, and ongoing reporting. Design/permitting/bidding phase oversight including coordination with the consultant, development of meeting agendas, review of deliverables, workshops with City staff to discuss wants/needs and deliverables, collation of City comments on deliverables, assistance with temporary construction easements, assistance with project permitting efforts, coordination with purchasing for bid advertisement, review of bids received, and coordination with City staff for Council approval of the project contracts. Construction phase contract oversight including management of contracts with design engineer, construction contractor, and construction manager (if applicable); coordination with operations staff as needed in advance of shutdowns and tie-ins; and project closeout services to transition the project from the construction team to the City's operations and maintenance personnel. It is assumed that engineering services during construction and construction management services would not be provided via this scope. These services would be contracted separately through the on -call master agreement, if desired by the City. Rev Date: 3/15/2023 Page 3 of 6 • Ongoing project coordination with various City departments for project development, contract execution, and implementation. Task 4. BAWA Main WTP Raw Water Rehabilitation Project (BAWA2103) The City (and their consultant) is currently providing design phase services for the project. At this time, the City does not have an in-house Project Manager designated for the project but needs to advance the project to rehabilitate the critical infrastructure. Consultant may assist with implementation of this Project as requested by City and could include the following tasks: Project management support including the development of a project charter and/or project management plan, identifying and managing project risks, developing/monitoring project schedule, monitoring project budget, support with project stakeholder engagement, project document management, and ongoing reporting. Design/permitting/bidding phase oversight including coordination with the consultant, development of meeting agendas, review of deliverables, workshops with City staff to discuss wants/needs and deliverables, collation of City comments on deliverables, assistance with temporary construction easements, assistance with project permitting efforts, coordination with purchasing for bid advertisement, review of bids received, and coordination with City staff for Council approval of the project contracts. Construction phase contract oversight including management of contracts with design engineer, construction contractor, and construction manager (if applicable); coordination with operations staff as needed in advance of shutdowns and tie-ins; and project closeout services to transition the project from the construction team to the City's operations and maintenance personnel. It is assumed that engineering services during construction and construction management services would not be provided via this scope. These services would be contracted separately through the on -call master agreement, if desired by the City. • Ongoing project coordination with various City departments for project development, contract execution, and implementation. Task S. Miscellaneous Department Support There is a need for support of various Department initiatives. Consultant may, upon request, assist with assorted tasks as requested by City and could include the following tasks: • Support for other active projects and/or CIP planning. • Assistance to various Department staff. • Development and or memorialization of Standard Operating Procedures for use by PWE CIP Team • Support for the implementation of the new project/construction management software system. • Development of dashboards fortracking department activities and/or project status. Rev Date: MS/2023 Page 4 of 6 • Development of a master calendar for all active and projects, including milestones for inter -departmental coordination needs within the City (i.e. purchasing, legal). • Updates to the standard specifications for the City. • Development of an approved products list for the City. DELIVERABLES Deliverables will be established at the time each service is authorized. For each type of deliverable, Consultant will provide the following: • Technical memoranda, letter reports, reports — Electronic copies of draft and final deliverables. Hard copies of final reports, signed and sealed where required. • Agendas and meeting summaries — electronic copies of draft and final deliverables. • Other miscellaneous communication and reporting — electronic only. PROJECT SCHEDULE Consultant will commence Scope of Services upon receipt of Notice to Proceed from the City and will complete these services in one year, unless the City and Consultant mutually agree to extend the project duration. MAW Payment for services shall be made on the basis of a not -to -exceed fee of $600,000. A summary of estimated labor hours has been included in Exhibit B and standard hourly rates have been included in Exhibit C. The Consultant shall submit monthly invoices for work performed by task, accompanied each month by a status report. Consultant staff will not be housed at the City's offices and will not be full-time staff for the City. Rather, this Scope of Services is intended to provide as -needed assistance from a qualified senior project manager and their support team. Budget estimates provided in Exhibit B were developed only to substantiate the total contracted amount. Since the Scope of Services and level of project management support the City needs are unknown at this time, budget may be utilized between the tasks. Consultant also will not proceed with providing project management support above the upper limit of the contract without amendment from the City. The total level of effort provided by consultant shall not exceed the available budget. This Scope of Services is not budgeted to include either dedicated construction management and inspection services (CM&I) or technical design review by senior discipline engineers. It is only budgeted to provide project management support to the City. If the City desires CM&I Rev Date: 3/1S12023 Page 5 of 6 services, detailed technical reviews by discipline engineers, or value engineering services, these can be provided via contract amendment or a separate contract. Consultant shall be entitled to use and rely upon information provided by the City in performing the services required under this Assignment only to the extent and level specified by the City in writing for each document provided. Consultant has no control over the cost of labor, materials, equipment, or services furnished by others, over the incoming water quality and/or quantity, or over the way City's plant and/or associated processes are operated and/or maintained. Data projections and estimates are based on Consultant's opinion based on experience and judgment. Consultant cannot and does not guarantee that actual costs and/or quantities realized will not vary from the data projections and estimates prepared by Consultant. No person or entity not a signatory to this Assignment shall be entitled to rely on Consultant's performance of its services hereunder, and no right to assert a claim against Consultant by assignment of indemnity rights or otherwise shall accrue to a third party as a result of this Assignment or the performance of Consultant's services hereunder. In performing theses staff augmentation services, Consultant shall enjoy the same legal protections as an employee of the City performing the same services. Notwithstanding the foregoing, neither Consultant nor their employee(s) performing the noted staff augmentation services shall be considered an employee of the City with regard to employment benefits, including retirement benefits. Rev Date: 3/15/2023 Page 6 of 6 10375 Richmond Avenue, Suite 1625 Houston, Texas 77042 P. 281-872-4512 / F. 346-201-3543 carollo.com March 15, 2023 (revised) Mr. Michael Leech City of Baytown Public Works & Engineering 2123 Market Street Baytown, Texas 77522 Subject: Proposal to Provide Utility Project Management Assistance Dear Mike: We understand that the City of Baytown (City) has a need for utility project management assistance to support the successful completion of critical projects and ongoing activities within the Department. Carollo Engineers Inc. (Carollo) is pleased to support the City with this important project. Attached you will find our proposed Scope of Work (Exhibit A), an Estimated Level of Effort (Exhibit B), and our Current Rates (Exhibit Q. We are excited to continue to work with the City and look forward to supporting the implementation of important projects for the Public Works & Engineering team. Should you have any questions on this proposed effort, please feel free to contact us at any time. The team is poised to assist the City once a contract is issued. Sincerely, CAROLLO ENGINEERS, INC. TBPE Firm No. 882 Amber M. Batson, PE Associate Vice President, Project Manager Enclosures: Exhibit A — Scope of Work Exhibit B — Estimated Level of Effort Exhibit C — Current Rates Insurance Certificate Form 1295 Meera Victor, PE Vice President, Principal in Charge