ATTACHMENT A
PHASE 1 SCOPE OF SERVICES
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
General ........................................................................................................................... 3 Project Description .......................................................................................................... 3 Phase 1 Scope Overview ............................................................................................ 3 Target Completion Schedule ....................................................................................... 4 Design & Project Management-Related Requirements ............................................... 5 Subproject Descriptions ............................................................................................... 6 Subproject A – Upper Country Club Pipeline Replacement (Subproject A) ............. 6 Subproject B – Magnolia Pipeline Replacement (Subproject B) .............................. 6 Subproject C – Hollywood Way Pipeline Lining (Subproject C) ............................... 6 Subproject D – Transmission Valves Replacement (Subproject D) ........................ 7 Project Tasks .................................................................................................................. 8 Task 1 – Project Management, Meetings and QA/QC..................................................... 8 Subtask 1.1 – Project Management ............................................................................. 8 Subtask 1.2 –Meetings ................................................................................................ 9 Subtask 1.3 – Risk Register ...................................................................................... 10 Subtask 1.4 – Quality Assurance/Quality Control ...................................................... 10 Subtask 1.5 - Information Management Plan ............................................................. 11 Task 2 – Subproject A Design Validation and 100 Percent Design ............................... 11 Task 3 – Preliminary Design ......................................................................................... 12 Subtask 3.1 – Background Document and Record Drawing Review ......................... 12 Subtask 3.2 – Geotechnical Investigation .................................................................. 12 Subtask 3.3 – Topographic Survey & Utilities Potholing ............................................ 12 Subtask 3.4 – Draft Preliminary Design Technical Memorandum .............................. 13 Subtask 3.5 – Final Preliminary Design Technical Memorandum .............................. 13 Task 4 – 30 Percent Design .......................................................................................... 14 Task 5 – Design and Construction Phasing and Sequencing Plan ............................... 14 Task 6 – 60 Percent Design .......................................................................................... 15 Task 7– Traffic Control Plans ........................................................................................ 16 Task 8 – Permitting ....................................................................................................... 16 Task 9 – 100 Percent Design ........................................................................................ 17 Task 10 – Cost Estimating and Scheduling ................................................................... 18 Task 11 – Phase 2 Lump Sum Price Submittals and Phase 2 Amendment Proposal ... 21 Optional Task 12 – 100 Percent “Off-Ramp” Design ..................................................... 23
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
General
Project Description
The Water Pipelines Improvements Progressive Design-Build Project (Project) consists of four subprojects, all of which are to be completed through one contract. The subprojects will rehabilitate or replace existing Burbank Water and Power (BWP) water transmission and distribution pipelines and valves. The subprojects are described below under Subproject Descriptions.
The Design-Builder shall provide comprehensive services through design, permitting, construction, testing, and startup for each subproject. The Design-Builder shall design, construct, and permit any temporary facilities that are required to maintain customer service during Project construction.
The project will be executed through two phases:
• Phase 1 – Design and Preconstruction Services
• Phase 2 – Construction and Acceptance
T
his Attachment A to the Request for Proposal (RFP) sets the Phase 1 Scope of Services.
A summary of anticipated Phase 2 work is included as Attachment B to the RFP.
Phase 1 Scope Overview
Phase 1 services include survey, utility locations, traffic control plans, geotechnical investigations, design development, cost estimating, and other specialty services as may be needed. Phase 1 will include submittals for the Preliminary Design Technical Memorandum, 30 Percent design, and 60 Percent design (drawings and specifications).
BWP will review each draft submittal and provide comments which are to be incorporated into the design documents. Each design is to be revised and resubmitted for final review and acceptance.
Phase 1 services include a development of a Phase 2 Lump Sum Price Proposal and draft Phase 2 Amendment. Preparation of the Lump Sum Price Proposal and approval of a Phase 2 Amendment shall be based upon the approved 60 Percent final design.
Phase 1 will also include the 100 Percent Design work, which is anticipated to be completed after the negotiation of the Lump Sum Price and Phase 2 Amendment.
California Environmental Quality Act (CEQA)
BWP has determined that based on the planned scope, this Project, which is comprised ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
of the aforementioned subprojects, is deemed to be categorically exempt as related to The California Environmental Quality Act (CEQA) and the State Historic Preservations Act (SHPO). BWP Water Division will work with the City of Burbank Planning Department to file the CEQA exemption, and, if applicable, any consultations to comply with SHPO and other State environmental laws.
Target Completion Schedule
Deadline for completion of the 60 Percent Design and submission of Phase 2 Lump Sum Price Proposal is no later than six months from the Notice to Proceed for Phase 1 or January 12, whichever occurs later, and substantial completion no later than 14 months from the Notice to Proceed with Phase 2.
Planned Water System Shutdowns
For planning purposes, partial (or localized) system shutdowns required for construction require coordination and prior approval with BWP and shall not be more than 8 hours in duration and shall not occur more than twice for any given customer during construction. Shutdowns shall not disrupt service for critical customers, including:
hospitals, fire stations, police stations, City buildings, and schools.
Currently BWP does not anticipate the need for any partial system shutdowns during Phase 1. Should there be a need, the requirements in the preceding paragraph must apply.
Shutdowns are required to be documented in design deliverables and shall minimize service disruptions to customers and critical customers. Deliverables shall include work plans to document required shutdowns with the goal to minimize the planned shutdowns during construction and which will require approval by BWP prior to construction.
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
Design & Project Management-Related Requirements
All subprojects shall be designed and managed in accordance with the following standards and requirements:
BWP Standard Drawings and, where applicable specifications
American Water Works Association (AWWA) standards. Minimum AWWA standards shall include but not limited to the following standards: C-104, C-105, C- 111, C-115, C-116, C-150, C-151, C-153, C-503, C-504, C-507, C-512, C-516, C- 519, C-600, C-651, and C-655.
Any deviations from AWWA standards must be reviewed and pre-approved by BWP.
Award of contract is subject to approval by the City Council and/or BWP Board.
Applicable City of Burbank requirements when performing any work within the City’s streets and rights-of-ways.
Greenbook: Standard Specifications for Public Works Construction as adopted by the City of Burbank and BWP.
Opinions of Probable Construction Costs (OPPC) must be prepared in accordance with the Association for the Advancement of Cost Engineering International’s (AACE) guidelines.
Design requirements shall assume that all subprojects will maintain or exceed the current level of service, operational flexibility, ability to isolate, and flow capacity, including fire flow.
Materials: BWP will not provide any materials. Where BWP approved material is specified for a certain feature, the Design-Builder shall design for, procure, and construct using the approved material unless an alternative is approved by BWP in writing prior to completion of design.
All work is required to comply with the requirements in Attachments as listed below:
• Attachment F to the RFP
• Attachment G to the RFP
• Attachment H to the RFP
• Attachment I to the RFP
• Attachment J to the RFP
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
Subproject Descriptions
The following descriptions provide an overview of work anticipated for each subproject comprehensive to Phase 1 and Phase 2 services.
Subproject A – Upper Country Club Pipeline Replacement (Subproject A)
The distribution pipeline replacement project is situated at the foothills of the Verdugo Mountains at Deer Canyon along Country Club Dr. in the City of Burbank. This water main replacement begins at approximately 1220 Country Club Dr. and continues for 1,450 lf along Country Club Dr. up to existing water storage tanks. The existing distribution main is 6” steel pipe. There are 11 residential service laterals connected to the existing pipeline. The existing laterals will be transferred to the new pipeline.
Interruptions to customers should be minimized and are expected to be limited to a maximum 8-hour duration during new pipeline startup.
Plans and specifications for Subproject A have already been completed. The Design- Builder shall validate and update the plans provided by BWP as required to become the Engineer of Record for the pipeline replacement subproject.
Subproject B – Magnolia Pipeline Replacement (Subproject B)
The Magnolia Pipeline replacement subproject is located along Magnolia Blvd. in the City of Burbank. The pipeline replacement begins at the intersection of Catalina St. & Magnolia Blvd. and follows the alignment northeast where it ends at the intersection of Varney St. and Magnolia Blvd. The existing distribution main is 7,575 lf 12” cast-iron pipe along Magnolia Blvd. This pipeline includes 24 gate valves ranging from 4” to 12” in size that are anticipated to be required in similar locations and the same quantity on the new pipeline. The water pipeline replacement also includes the replacement of 14 existing fire hydrants and 9 new hydrants for a total of 23 fire hydrants. There are 192 service laterals on the existing pipeline that will require new connections and transfers of service to the replacement pipeline.
The existing laterals and hydrants will be transferred to the new pipeline. Interruptions to customers shall be minimized and are expected to be limited to a maximum 8-hour duration during new pipeline startup. After transferring of all services and acceptance by BWP of the new pipelines, the existing pipeline will be abandoned in place after capping the ends with concrete.
Subproject C – Hollywood Way Pipeline Lining (Subproject C)
The Hollywood Way Pipeline Lining subproject is located along Hollywood Way in the city of Burbank. This project begins at the intersection of Burbank Blvd. & Hollywood Way and follows the alignment north where it ends at the intersection of Victory Blvd. and Hollywood Way. The existing transmission main is unlined 20” cast-iron pipe, spanning approximately 3,500 lf along Hollywood Way.
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
Subproject C will provide cleaning and a new cement mortar lining for the existing 20” cast-iron transmission pipeline.
Subproject D – Transmission Valves Replacement (Subproject D)
Subproject D consists of replacement of ten (10) water transmission valves in the city of Burbank. The ten (10) valves are located at eight (8) separate locations. Details for the valves to be replaced are shown in Table 1 below.
Table 1: Transmission Valve Replacement Summary
Valve # Size, inches Location Category
22065 20 Hollywood & Vanowen Direct buried
6092 16 Chandler & Mariposa Direct buried
2077 16 Mariposa S/O Magnolia Direct buried
17002 18 Lincoln & Pacific In vault
24082 20 Scott & Tulare In vault
20042 20 Scott S/O Glennoaks In vault
20041 20 Scott & East (N) In vault
20040 20 East & Scott In vault
20039 16 Scott & East (S) Direct buried
16064 16 Scott S/O Amherst Direct buried
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
Project Tasks
The following Tasks are to be completed by the Design-Builder for the Phase 1 Services of the Project. Tasks and subtasks shall apply to all subprojects unless specifically denoted otherwise.
Task 1 – Project Management, Meetings and QA/QC
Subtask 1.1 – Project Management
The Project Manager shall provide ongoing coordination of the project team including BWP and the internal project team during the various stages of the project. The Project Manager will also monitor the budget and serve as the main point of contact with BWP.
Regular phone calls and e-mail updates will be sent from the Project Manager to the BWP Project Manager to keep the coordination open and up to date.
The Project Manager shall be responsible for ensuring all deliverable deadlines are met, all internal quality control reviews are completed, and the final products meet the expectations of BWP.
Action and Decision Logs
The Design-Builder shall maintain an Action Log to track key actions to be completed by the team to progress the project deliverables. The Design-Builder shall also maintain a Decision Log to track key project decisions.
The format for the Action Item Log and Decision Log is to be submitted to BWP for approval prior to submittal of the first invoice. Action logs shall have date actions recorded, party or person responsible to complete the action, action due date, the subproject(s) the action is related to, and any pertinent notes. Decision logs shall include date the decision was recorded, the subproject(s) the action is related to, any pertinent notes, and citation of documents that contain record of the decision such as a meeting minutes or e-mail.
Progress Reporting
The Project Manager shall submit a monthly progress report with each monthly invoice.
A draft progress report for the previous month must be submitted within 10 work-days from the start of the current month. The progress report format should be submitted to BWP for approval before submittal of the first invoice and progress report and shall include:
1. Written narrative to summarize work performed over the progress period and work planned in the next progress period
2. Monthly progress schedule showing the status of activities shown in Project Baseline Schedule
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
3. Any recommended modifications to the Project Baseline Schedule.
4. Estimated spending for the next three months
5. Updated Action Item Log
6. Updated Decision Log
7. Updated Risk Register
8. Monthly invoice and supporting documentation including budget status update
Subtask 1.2 –Meetings
Over the course of the project, the Design-Builder shall facilitate, and lead meetings and conference calls as required to move the project forward and ensure BWP is informed and in concurrence with the progress of the project. For each meeting, the Design- Builder shall develop a meeting agenda prior to the meeting, submit meeting minutes to BWP within three business days after the meeting, and include a list of action items that resulted from the meeting. The Design-Builder Project Manager and additional staff will attend as appropriate.
Bi-Weekly Progress Meetings – The Design-Builder shall facilitate bi-weekly progress meetings to inform BWP of performance, budget status, scope changes, and to resolve issues relating to the Project budget, work quality, and performance. Bi-weekly progress meetings shall occur until Final Design documents are approved ready to Issue for Construction.
Design Workshops – Prior to the submission of the deliverables summarized in this “Design Workshop” subsection, the Design-Builder shall facilitate design workshops to inform the BWP of design development and to solicit BWP’s input on design decisions.
At a minimum, the following deliverables shall be covered in Design Workshops:
• Subproject A – Upper Country Club Pipeline Replacem
ent
o Final Design Update
• Subproject B, Subproject C, and Subproject D:
o Preliminary Design Review
o 30% Design Review
o 60% Design Review
o Final Design Review
D
esign Review Meetings – Following the submission of design deliverables, the design builder shall facilitate review meetings after each design submittal has been reviewed, in a timely manner, by BWP to discuss the BWP’s review comments. At a minimum, the following deliverables shall be covered in the Design Review meetings:
• Subproject A:
o Final Design Review
• Subproject B, Subproject C, and Subproject D:
o Preliminary Design Review
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
o 30% Design Review
o 60% Design Review
o Final Design Review
N
OTE: The number of meetings and workshops identified in this section are considered to be the minimum and are predicated that, at the completion of each meeting, all issued raised either before or during the meeting have been satisfactorily resolved. At the end of the meeting, should one or more issues not be satisfactorily resolved, the meeting will not be deemed to be complete until these issues have been satisfactorily resolved, which may require a continuation of the original meeting or workshop.
Subtask 1.3 – Risk Register
The Design-Builder shall provide risk management, identifying project risks for both Phase 1 and Phase 2 and documenting such risks in the project Risk Register. The Design-Builder shall update the Risk Register regularly as new risks are identified. The following information should be included for each risk:
1. Risk identification and description
2. Subproject(s) to which the risk is applicable
3. Estimated likelihood that risk may occur
4. Potential impact (e.g. cost, schedule, community or other) should risk occur
5. Risk management and risk mitigation strategy
Subtask 1.4 – Quality Assurance/Quality Control
All deliverables, calculations, recommendations, and other documentation shall be reviewed by a competent engineer employed or retained by the Design-Builder, not otherwise associated with the project, prior to submittal to BWP. Documents shall be reviewed to ensure compliance with the Standard of Care, BWP’s technical and material specifications are being met, and conformance with AWWA Standards and the Title 22 Waterworks Standards regulated by California Water Board Division of Drinking Water (DDW). Documentary evidence of such checking shall be available by request from BWP.
Submittals that contain gross deficiencies or errors requiring a significant amount of BWP staff time for checking shall be returned without review until BWP is satisfied that a thorough Design-Builder’s review, checking and correction for coherence, consistency, spelling, etc. has been performed.
The Design-Builder shall develop a Quality Assurance/Quality Control (QA/QC) Plan for implementation of this specific Scope of Work. The Design-Builder’s QA/QC Plan shall be reviewed and approved by the BWP Project Manager and shall include or reference all of the controls necessary for implementation. As a minimum, the QA/QC Plan shall include the following:
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
1. Purpose and objective
2. QA/QC Team – Roles and Responsibilities
3. Technical Memorandum QC Process
4. Design Submittal QC Process
5. Proposed QA/QC Documentation and Forms
Subtask 1.5 - Information Management Plan
Design-Builder shall develop an Information Management Plan for Phase 1 and Phase 2 services. The plan shall provide details for document storage and transmittal process.
The plan shall include proposed methods to store and transmit documents during construction including, but not limited to: progress updates, construction submittals, request for information (RFI), change management documents, inspection notification.
Design-Builder shall consult with BWP to identify any requirements for Phase 2 Information Management and submit a draft and final Information Management Plan for BWP review and approval.
Deliverables:
1. Draft Information Management Plan
2. Final Information Management Plan
Task 2 – Subproject A Design Validation and 100 Percent Design
The Subproject A Design Validation and Finalization task shall be completed for Subproject A and not for Subproject B, Subproject C, and Subproject D. Task 2 shall be completed prior to Task 6 in support of the Phase 2 Lump Sum Price submittal.
The Design-Builder shall validate and update the plans provided by City as required to become the Engineer of Record and develop 100 Percent stamped drawings.
The Design-Builder shall advance the design to 100 Percent completion, suitable for construction by the Design-Builder. The 100 Percent Design Package shall include:
1. Final plans and specifications consistent with a typical 100 Percent design milestone, stamped and signed by the Engineer of Record, registered in the State of California.
2. QA/QC Review Documentation.
3. Issue for Construction Design Package
Upon acceptance of the 100 Percent design, the BWP will issue a written notice that the Design-Builder can release the drawings as “Issue for Construction”. Issue for Construction drawings shall not be released without written approval by the BWP.
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
The Design-Builder shall submit eight (8) paper copies of the draft 100 Percent Design Package and one electronic copy in Adobe PDF, MS Word, and native CAD formats.
The Design Builder shall submit four (4) full-size (22x34), stamped and signed copies of the final 100 percent drawings, eight (8) half-size (11x17) spiral bound copies, eight (8) stamped and signed copies of the final 100 percent specifications, and one electronic copy of both the stamped and signed final drawings and specifications in Adobe PDF format, and electronic copies of final drawings in native CAD format.
Task 3 – Preliminary Design
The Design-Builder team shall perform the following preliminary design tasks as described below. The Design-Builder shall identify and review background documentation.
Subtask 3.1 – Background Document and Record Drawing Review This task covers detailed review of relevant records. After award, Design-Builder shall request any relevant documents from BWP, or as required from outside third parties, required for execution of the scope of services, and document via a Request for Information (RFI) log. BWP will attempt to locate information requested by the Design- Builder. The Design-Builder shall perform a records search required in order to establish street centerlines, property lines, easements, and utilities.
Deliverable: Final RFI log tabulating requested documents, party who the documents were requested from, documents received, and the dates of request and receipt.
Subtask 3.2 – Geotechnical Investigation
Geotechnical investigation for Subproject A is included in Attachment E.
Geotechnical Investigation shall be completed for Subproject B, Subproject C, and Subproject D and not completed for Subproject A.
The Design/Build team shall retain the services of a geotechnical engineer to perform geotechnical investigation of the project site to ascertain soil type and for estimating the cost and productivity rate for excavation and removal of soil at the various subproject locations. The existing street pavement type and thickness shall also be determined as part of the geotechnical investigation.
Deliverable: Summarized results of geotechnical investigations in Geotechnical Report.
Subtask 3.3 – Topographic Survey & Utilities Potholing
Subtask 3.3 shall be completed for Subproject B, Subproject C, and Subproject D and not completed by Subproject A.
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
The Design-Builder will perform field surveying and mapping for all existing utilities. A base map will be prepared at 1” = 20’ with 1’ contour intervals and include visible utilities, utility features (sewer manholes including invert), marked location of buried water pipeline, hardscape, structures, striping and fences within the proposed limits.
The survey task does not include right-of-way or easement retracements. The Design/Build team shall retain the service of an experienced potholing contractor to ascertain location and depth of all existing utilities that will be encountered during construction. Design-Builder shall assume 75 potholes will be required.
Prior to any pothole work Design-Builder shall submit a preliminary pothole location map to BWP and obtain BWP approval of pothole locations. Prior to any pothole work Design-Builder shall also acquire encroachment permits from City of Burbank Public Works department.
Deliverables:
1. Topographic base map CAD and PDF
2. Utility base map CAD and PDF
Subtask 3.4 – Draft Preliminary Design Technical Memorandum
The Design-Builder shall prepare a Preliminary Design Technical Memorandum (TM) with design criteria for the project including piping material and pressure class, valve manufacturer, model and AWWA standard, and other pertinent information. For Subproject B, the TM shall also show two pipe alignment alternatives for BWP consideration, with a recommendation. The draft TM will include the draft cost model (as detailed in Task 10) for all subprojects and each Subproject B alternative, and a preliminary schedule for design and construction.
Deliverables:
1. Draft Preliminary Design Technical Memorandum
2. Draft cost model as detailed in Task 10
Subtask 3.5 – Final Preliminary Design Technical Memorandum
Based on comments received from BWP and discussion at a review meeting, the Design-Builder shall finalize the TM and submit the TM to BWP to document the design criteria for the project. The final preliminary design TM will contain revised cost model (as detailed in Task 10) for each Subproject B alternative . Submittals shall be provided
to BWP electronically in Adobe Acrobat (pdf) format.
Deliverables:
1. Final Preliminary Design Technical Memorandum
2. Revised cost model as detailed in Task 10
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
Task 4 – 30 Percent Design
The Design-Builder shall provide a 30 Percent Design for Subproject B, Subproject C, and Subproject D and not for Subproject A.
Based on the recommendations of the Preliminary Design TM selected by BWP, the Design/Build team shall prepare plans, specifications, and update the cost model as defined in Task 10. BWP Standard Drawings shall be referenced when there is an applicable standard. The Design-Builder team shall use BWP’s drawing template.
Drawings shall be prepared in AutoCAD and technical specifications will be prepared in current CSI format. Plan and profile drawings will utilize a horizontal scale of one-inch equals 20 feet, and an exaggerated vertical scale on pipeline profiles. Detail drawings will utilize an appropriate scale to document required details for construction. Submittals shall be prepared and to submitted to BWP electronically in Adobe Acrobat (pdf), Words, Excel, and AutoCAD.
Deliverables:
1. Draft 30 Percent Plans for Subproject B, Subproject C, and Subproject D
2. Final 30 Percent Plans for Subproject B, Subproject C, and Subproject D
3. Updated cost model as detailed in Task 10
Task 5 – Design and Construction Phasing and Sequencing Plan
After completion of the 30 Percent design for Subproject B, Subproject C, and Subproject D and prior to the 60 percent design submittal, Design-Builder shall prepare design / construction phasing concepts with the objective of compressing the Phase 2 Design-build schedule. The design / construction phasing shall define a detailed approach to complete the design and construction in advance of the Substantial Completion date identified in the Design-Build Agreement.
The plan shall at minimum include the following elements:
1. Detailed and resources loaded construction schedule
2. Construction Staffing Plan
3. Traffic Handling, Customer’s Notification & Communication plan
4. Quality/Assurance/Quality Control Plan
5. Shutdown Plan
6. Pressure Testing and Chlorination Plan
7. Documents & Construction Records Plan
The Design and Construction Phasing and Sequencing Plan shall assume that the Design-Builder shall not work on construction of a subproject until after issuance of IFC ATTACHMENT 2
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documents for the respective subproject.
For the draft and final Design and Construction Phasing and Sequencing Plan, the Design-Builder shall:
1. Provide a design and construction phasing narrative and a construction sequencing narrative for each subproject. Identify key elements of the approach.
2. Provide a conceptual schedule (consistent with a 30 percent design) showing the inter-relationship of all necessary design and major construction activities.
3. Provide cost implication of the proposed plan
4. Identify assistance required from the BWP to implement the approach
5. Identify risks and benefits of the draft and final plan.
As part of the Design and Construction Phasing Plan, the Design-Builder shall develop a preliminary general sequencing plan for constructing the Project showing how the phasing relates to requirements for water system shutdowns and temporary facilities to maintain service to customers.
The Design-Builder shall submit a draft Plan to the BWP for review and comment, and finalize the Plan after meeting with the BWP to review and discuss alternative approaches and recommendations.
Deliverables:
1. Draft and Final Design and Construction Phasing Plan
2. Updated Project Schedule as detailed in Task 10.
Task 6 – 60 Percent Design
The Design-Builder shall provide a 60 Percent Design for Subproject B, Subproject C, and Subproject D and not for Subproject A.
The Design-Builder will prepare 60 Percent plans and specifications for BWP review and comment. Sixty Percent drawings are anticipated to show plan views and profile views with details/cross sections identified but not shown. All completed drawings shall be submitted in both AutoCAD and PDF formats. Technical specification sections will be included in the 60 percent submittal. Based on the final 60 percent design submittal the Design-Builder will prepare the updated cost model to document the basis of the Phase 2 Cost Proposal as detailed in Task 10.
Deliverables:
1. Draft 60 Percent Plans and Specifications for Subproject B, Subproject C, and Subproject D
2. Final 60 Percent Plans and Specifications for Subproject B, Subproject C, and Subproject D
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
3. A complete list of Bill of Materials per sub-project including quantities, type, and manufacturers
4. Updated cost model as detailed in Task 10.
Task 7– Traffic Control Plans
Prior to the Phase 2 Proposal, the Design-Builder shall prepare full traffic control plans as required to obtain approval from City of Burbank/Public Works Department-Traffic Engineering and shall obtain approval of the traffic control plans from City of Burbank/Public Works Department-Traffic Engineering.
Deliverables:
1. Approved traffic control plans and permits.
Task 8 – Permitting
The Design-Builder shall identify and obtain all permits required for each sub-project including, but not limited to:
1. Street excavation permit from Burbank Public Works Department (including development of approved traffic control plans). Detailed street restoration requirements are typically included in this permit
2. Where required, a permit from the County of Los Angeles Public Works (when crossing a storm drain)
3. Where required, a permit from the State Division of Drinking Water (DDW) for a waiver from the pipeline separation requirements (10 feet minimum between potable water lines and sewer mains)
Design-Builder shall develop a permit matrix to document anticipated permits and permit requirements. The permit matrix shall be updated as the project progresses.
Street restoration requirements will be provided by the Public Works Department and compliance will need to be demonstrated for permit approval. For information purposes only, the street restoration requirements are initially anticipated to be as shown in the table below (Per Public Works Standard Drawing# BS-110-3):
Deliverables:
1. Permit matrix.
2. Approved permits required to start construction.
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BS 1511 – Phase 1 Scope of Services
Task 9 – 100 Percent Design
Task 9 shall be completed for Subproject B, Subproject C, and Subproject D and not completed by Subproject A.
The Design-Builder shall advance the design to 100 Percent completion, suitable for construction by the Design-Builder. The 100 Percent Design Package shall include:
4. Final plans and specifications consistent with a typical 100 Percent design milestone, stamped and signed by the Engineer of Record, registered in the State of California.
5. QA/QC Review Documentation.
Upon acceptance of the 100 percent design, the BWP will issue a written notice that the Design-Builder can release the drawings as “Issue for Construction”. Issue for Construction drawings shall not be released without written approval by BWP.
The Design-Builder shall submit eight (8) paper copies of the draft 100 Percent Design Package and one electronic copy in Adobe PDF, MS Word, and native CAD formats for each subproject. The Design Builder shall submit four (4) full-size (22x34), stamped and signed copies of the final 100 percent drawings, eight (8) half-size (11x17) spiral bound copies, eight (8) stamped and signed copies of the final 100 Percent specifications, and Locations Cut
Pavement
Condition Index
(PCI)
Resurfacing Requirements (Per Public
Works Standard Drawing BS_110-3) Pavement Type
Magnolia Blvd, from BWP Campus to Victory
Blvd
3 feet wide
trench 51,55,64
(64) One-lane width requirements (51, 55) T-
cut requirements AC
Magnolia Blvd, from Victory to Mariposa
3 feet wide
trench 44,56, 42,37
(56) One-lane width requirements (37, 42,
4 4) T-cut requirements AC
Magnolia Blvd, from Mariposa to Reese
3 feet wide
trench 42,39, 73, 61
(73) Half Street requirements (61) One-
l
ane width requirements (39, 42) T-cut
requirements AC
Magnolia Blvd, from Reese to Keystone
3 feet wide
trench 64, 71,71, 63 (71) Half Street requirements AC
Magnolia Blvd, from Keystone to Buena Vista
3 feet wide
trench 45, 40, 46, 33 (63,64) One-lane width requirements AC Magnolia Blvd, from Buena Vista to Catalina 3 feet wide 26, 55, 33, 39 All T-cut requirements AC Upper Country Club Drive, from 1220 Country
Club Drive to Cul de Sac
3 feet wide
trench 44 T-Cut AC
Hollywood Way, Burbank to Victory
10 feet X 10 feet
sporadic spot
locations 100
Re-paving half of street width
Asphalt Rubber
Valve Replacement Locations
Hollywood Way & Vanowen 20 feet X 20 feet 99 Repaving half of intersection Asphalt Rubber Lincoln & Pacific 20 feet X 20 feet 80 Repaving half of intersection Asphalt Rubber Chandler & Mariposa 20 feet X 20 feet 98 Re-paving half of street width Asphalt Rubber Mariposa S/O Magnolia 20 feet X 20 feet 100 Re-paving half of street width Asphalt Rubber Scott & East (N) 20 feet X 20 feet 99 Repaving Full street width Asphalt Rubber Scott & East (S) 20 feet X 20 feet 99 Repaving Full street width Asphalt Rubber Scott & East 20 feet X 20 feet 99 Repaving Full street width Asphalt Rubber Scott & Tulare 20 feet X 20 feet 94 Repaving Full street width Asphalt Rubber Scott S/O Glenoaks 20 feet X 20 feet 99 Repaving half of intersection Asphalt Rubber ATTACHMENT 2
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one electronic copy of both the stamped and signed final drawings and specifications in Adobe PDF format, and electronic copies of final drawings in native CAD format for each subproject.
Deliverables:
1. 100 Percent Design package, including plans and specifications
2. 100 Percent QA/QC documentation
3. Issue for Construction Design package
[Note to Respondents: The 100 percent design work included in Task 9 is considered part of Phase 1 services for the Project, and shall be included in the proposed pricing for Phase 1. This applies even if approval has occurred to start at least partial construction.]
Task 10 – Cost Estimating and Scheduling
Cost Model and Estimate Development. The Design-Builder shall develop a draft cost model for the Project for review and approval by BWP. The intent of cost model development and review is to have BWP and the Design-Builder agree on the format for presenting cost estimates that will be used consistently throughout the Project, so that BWP can easily track the evolution of estimated costs through successive cost estimate submittals.
The Design-Builder shall develop and maintain a cost model for the Project that is comprehensive of all four subprojects and updated with the evolution of the Project alternatives and design. The cost model and cost estimates shall be developed in an “Open Book” format such that all costing details are transparent and openly shared with BWP.
Costs shall be broken down to show labor classification and hours (including overtime and night shift), material, equipment and any subcontract costs for each item. All contingency and escalation factors shall be identified. Contingencies shall be based on probabilistic assessment of risks and risk costs for the Project.
The cost model shall include both cost details, and a section for summary costs of major cost categories, markups, and contingencies.
The draft cost model shall be submitted to BWP for review upon development of the first cost estimate for the Project. A revised cost model shall be submitted to BWP that incorporates and addresses BWP’s comments. The Design-Builder shall submit additional revisions as needed to reach agreement with BWP on the format of the cost model.
Based on the cost model, cost estimates will be progressively developed and refined, ATTACHMENT 2
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allowing BWP to modify priorities and requirements, if necessary, based on the overall budget.
Design-Builder shall develop and submit Project cost estimate updates at any point where a design change or new information materially affects the cost estimate.
The Design-Builder will develop cost estimates in a transparent and open-book manner concurrent with design development to create an acceptable cost (including contingency) to which the Design-Builder’s proposed fee and other fixed allocations or allowances will be added. Cost estimates formats shall be in accordance with the requirements of the Design-Build Agreement. Each estimate shall include a log of additive or deductive changes from the previous cost estimate submission, with a description of the basis for changes (e.g., design changes, updated quotes, revised contingencies, etc.).
The cost model shall be developed such that direct costs for each of the four subprojects can be reviewed on an individual subproject basis. General conditions, engineering services during construction and other common activities are not required to be separated by subproject.
Deliverables - Design-Builder shall develop and submit Project cost estimates based on the submittals as defined below:
1. Draft cost model equivalent to the level of detail of an AACE Class 4 OPCC based on draft Preliminary Design TM
2. Revised cost model equivalent to the level of detail of an AACE Class 4 OPCC based on final Preliminary Design TM
3. Cost model update equivalent to the level of detail of a AACE Class 3 OPCC based on final 30 percent design submittal
4. Updated cost model to document the basis of the Phase 2 Cost Proposal based on final 60 percent submittal
Design-Build Schedule Development. The Design-Builder shall develop and update an initial Project Baseline Schedule inclusive of Phase 1 and Phase 2. The initial Project Baseline Schedule shall be updated as identified in the Design-Build Agreement and at a minimum monthly. In addition, updates to the initial Project Baseline Schedule shall be developed whenever a Project change occurs that would significantly affect the nature of Project activities, duration of activities, network logic, or the scheduled Substantial Completion Date.
As part of its Phase 2 Proposal submittal(s), the Design-Builder shall develop and submit a proposed Project Baseline Schedule that includes contractual dates for key milestones including Substantial Completion and Final Completion.
The project schedule is to be a cost-loaded schedule and meet the following ATTACHMENT 2
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requirements:
• Schedule shall use the critical path method.
• Durations shall not exceed 30 days except for fabri cation and delivery of equipment and materials, design activities, or items approved in writing by the BWP.
• Task calendars must include, as non-working days, B
WP’s recognized
holidays:
o January 1st, known as “New Year’s Day”
o Third Monday in January, known as “Martin Luther Ki ng Day” o Third Monday in February, known as “Presidents’ Day ” o Last Monday in May, known as “Memorial Day”
o July 4th, known as “Independence Day”
o First Monday in September, known as “Labor Day”
o November 11th, known as “Veterans Day”
o Fourth Thursday in November, known as “Thanksgiving Day” o Friday following the fourth Thursday in November, k nown as “ Day after Thanksgiving”
o December 25th, known as “Christmas Day”
• Schedule shall be in Microsoft Project.
• Schedule shall include activities that require BWP’ s observation or acceptance.
• Planned shutdowns and outages shall not exceed 8 ho urs and require BWP approval. Designs must include provisions to meet the 8-hour maximum duration.
• To develop the initial schedule with a focus on act ivities included as part of Phase 1 and prior to mobilization for each subproject, tasks for BWP review of submitted documents should be based on a three-week duration. Prior to finalizing the schedule, these durations will be mutually adjusted so the schedule BWP accepts will represent the basis for establishing the critical path for each subproject as well as for this Project.
• Schedules shall be submitted as electronic files (n
ative and Adobe PDF
format) and hardcopy.
• Schedule shall include all activities needed to com plete the Phase 1 and Phase 2 work.
Deliverable:
1. Draft and final estimated Project Schedules with the Design and Construction Phasing Plan, 60 Percent design, and with any other Phase 2 Proposal submittal(s).
2. Updated Project Schedules as needed to reflect significant Project changes.
ATTACHMENT 2
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BS 1511 – Phase 1 Scope of Services
3. Proposed Design-Build Baseline Schedule included with Phase 2 Proposal submittal(s).
Schedule of Values. The Phase 2 activities in the Project Baseline Schedule are required to match the activities Schedule of Values that will be used for Phase 2 progress payments (defined in the agreement), and at a minimum both the Schedule of Values and Project Baseline Schedule must include the following activities:
• Review by BWP after any submittal with a three (3)
week duration
•
• Subproject A
o Permitting
o Issue for Construction Design Documents
o Engineering Services During Construction
o Construction
• Subproject B
o Permitting
o Issue for Construction Design Documents
o Engineering Services During Construction
o Construction and Permit Compliance
o Testing, Startup, and Commissioning
• Subproject C
o
o Permitting
o Issue for Construction Design Documents
o Engineering Services During Construction ``
o Construction and Permit Compliance
o Testing, Startup, and Commissioning
• Subproject D
o 100% Design
o Permitting
o Issue for Construction Design Documents
o Engineering Services During Construction
o Construction and Permit Compliance
o Testing, Startup, and Commissioning
Schedule of Values will be an early-stage Phase 2 Deliverable and shall be included in Phase 2 Amendment Scope.
Task 11 – Phase 2 Lump Sum Price Submittals and Phase 2 Amendment Proposal
The Design-Builder shall conduct all work necessary to develop, revise, and negotiate its proposed Phase 2 Lump Sum Price Submittal(s) and proposed Phase 2 Amendment ATTACHMENT 2
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in accordance with the requirements of the Design-Build Agreement. The Design- Builder shall utilize an “open book” approach to develop the Phase 2 Lump Sum Price, providing BWP with full access to all the details that make up the final Phase 2 Lump Sum Price. These efforts are designed to prepare the documents and estimates as accurately as possible and to keep BWP fully informed and involved with the design and cost throughout the development of the Phase 2 Lump Sum Price Submittal(s).
The Phase 2 Lump Sum Price Submittal(s) shall include:
1. Revised 60 Percent Design documents addressing BWP comments and any other drawings or specifications necessary to define the baseline design for the Phase 2 Amendment.
2. Proof of all permits and approvals that the Design-Builder was responsible for obtaining during Phase 1.
3. Identification of construction permits and approvals to be obtained by the Design-Builder during Phase 2
4. Proposed Phase 2 Health and Safety Plan
5. Proposed Phase 2 QMP
6. Proposed Baseline Design-Build Schedule including an accompanying narrative describing key assumptions in the proposed Baseline Design-Build Schedule upon which the Base Lump Sum Price is based including dates for Substantial Completion and Final Completion
7. Descriptive information on all engineering, procurement, materials, construction labor and equipment, design gap narratives, and other services necessary to perform the Design-Build work as required under the Design- Build Agreement.
8. The proposed direct cost of Phase 2 work (including contingency) to which the Design-Builder’s proposed fee and other fixed allocations or allowances will be added to establish a mutually agreed-upon Lump Sum Price. Direct cost for the Phase 2 work shall include all services required for construction of the Project through Final Completion, using the BWP-approved cost model.
Supporting documentation for the proposed direct cost of Phase 2 work shall include, at a minimum:
a. Subcontractor and materials vendor bids and quotations b. Details supporting estimates for self-performed construction work (labor, materials, and equipment)
c. Expense rates such as mileage charges, per diem for meals and lodging, and personnel vehicle rentals in accordance with the Design- Build Agreement;
d. Unburdened rental rates on construction equipment, trailers, storage and staging space, and major tools in accordance with the Design- Build Agreement;
e. Allowances (where appropriate)
f. Labor and expense costs for engineering construction support consistent with the professional services billing rates included in the Design-Build Agreement.
g. Details for any other relevant labor, expense, or other costs.
ATTACHMENT 2
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h. Design-Builder contingency based on probabilistic assessment of risks and cost consequences if realized, weighted for probability of occurring.
11. The proposed Lump Sum Price and breakdown consisting of the proposed direct cost of Phase 2 work, including proposed Design-Builder contingency, and the Construction Phase Fee percentage to be applied under Lump Sum Price Basis as identified in the Design-Build Agreement.
12. All other proposed pricing assumptions and clarifications on terms and conditions used not covered in the preceding items in this section
13. A list of work activities, expenses and fees not included in the Lump Sum Price which BWP may be expected to pay for.
After delivery of the initial draft Phase 2 Lump Sum Price Submittal(s), the Design- Builder will meet with the BWP during a 4-hour workshop to present, review, and answer questions about the content of the Submittal. The Design-Builder will continue to revise the Lum Sim Price Submittal as needed and conduct additional workshops and meetings as needed to obtain BWP agreement. Design-Builder shall assume up to two additional meetings and one additional workshop.
After BWP acceptance of a proposed Lump Sum Price, the Design-Builder shall submit a proposed Phase 2 Amendment in accordance with the requirements of the Design- Build Agreement.
Deliverables:
1. Lump Sum Price Submittal and revisions
2. Phase 2 Amendment
Optional Task 12 – 100 Percent “Off-Ramp” Design
If BWP elects to proceed with an “off-ramp”, Design-Builder shall prepare 100 design documents suitable for public bid.
ATTACHMENT 2
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