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AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into this 0" day of OoKk , 20 2A, by and between the CITY OF MANTECA, a public body, corporate and politic (" City") and HydroScience Engineers, Incorporated, a California corporation (" Consultant").
RECITALS
A. Consultant is specially trained, experienced, and competent to perform the professional services required by this Agreement.
B. Consultant possesses the skill, experience, ability, background, certification, and knowledge to provide the services described in this Agreement on the terms and conditions specified herein.
C. City desires to retain Consultant to render the professional services set forth in this Agreement.
AGREEMENT
1. Scope of Services. Consultant shall provide professional services to prepare the Water Master Plan and Water Rate Study as described in the request for proposals attached Attachment 1 that is incorporated by this reference, and pursuant to the Proposal submitted by Consultant dated April 28, 2021, and attached hereto as Attachment 2. Consultant shall provide these services at the time, place, and in the manner specified in Attachment 1, subject to the direction of the City through its staff that may be provided from time to time. Performance of the previous evaluation services is sometimes referred to herein as " the Project."
2. Work Through City Staff. Consultant shall perform its services pursuant to this Agreement solely through City staff. No communications, information or documentations shall be made directly to any applicant to the City without the prior written consent of the City. This shall not apply to the sole request of information or clarification of information by Consultant from the applicant. All requests shall be noted to City in an expeditious manner.
3. Time of Performance. Consultant' s services will commence upon execution of this Agreement and shall be completed in accordance with the Schedule of Activities, attached hereto as Attachment 3. All work shall be completed no later than July 31, 2024. Failure to submit work products in accordance with the Schedule of Activities may result in the City withholding progress payments. Repeated failure to complete work products in accordance with the Schedule of Activities may result in a reduction ofthe total compensation provided for in Section 4 herein.
4. Compensation. Without additional authorization from the City, compensation to be paid to Consultant shall not exceed nine hundred and sixty-three thousand, nine hundred and twenty-six DOLLARS ($963, 926. 00). Payment by City under this Agreement shall not be deemed a waiver of any defects, even ifthose defects were known to the City at the time of payment.
1 ATTACHMENT 2
5. Method of Payment. Consultant shall submit monthly billings to City specifying and describing the work performed during the preceding month. Consultant' s bills shall include a brief description of the services performed, the date the services were performed, the number of hours expended and by whom, and a description of any reimbursable expenditures. Full payment of each task will only be made at such time as each task is completed.
City shall pay Consultant no later than 30 days after approval of the monthly invoice by City staff. Payments may be delayed by City if Consultant fails to provide services in accordance with the Schedule ofActivities, unless the City has provided prior written consent to any delay in the schedule.
6. Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, the term " Extra Work" means any work that is determined by City to be necessary for the proper completion ofthe Project, but which the parties did not reasonably anticipate would be necessary at the time of execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without the City' s prior written authorization.
7. Termination. This Agreement may be terminated by the City immediately for cause, or by either parry without cause upon 15 days' prior written notice of termination. Upon termination, Consultant shall be entitled to compensation for services performed up to the effective date of termination upon submittal of an invoice for same.
8. Ownership of Documents, Confidentiality.
A. All plans, studies, documents, and other writings prepared by and for Consultant, its officers, employees, agents, and subcontractors in the course ofimplementing this Agreement, except working notes and internal documents, shall become the property of City upon payment to Consultant for such work. City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant' s expense, provide such reports, plans, studies, documents and other writings to City upon written request by City. Consultant shall not be responsible for any unauthorized modification or use of such information for other than its intended purpose.
B. All memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other documents and data, either created by or provided to Consultant in connection with the performance of this Agreement, shall be held confidential by Consultant. These materials shall not, without the City' s prior written consent, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall these materials be disclosed to any person or entity not connected with the performance of services under this Agreement. Nothing furnished to Consultant that is otherwise known to Consultant, or is generally known, or has become known to the related profession shall be deemed confidential. Consultant shall not use City' s name or insignia, photographs relating to the Project for which Consultant' s services are rendered, or any publicity pertaining to the Consultant's services under this Agreement in any magazine, trade paper, newspaper, television or radio production, or other similar medium without the City' s prior written consent.
2 ATTACHMENT 2
9. Consultant' s Books and Records.
A. Consultant shall maintain all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City, for a minimum period of three years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement.
B. Consultant shall maintain all records that document performance under this Agreement for a minimum period of three years, or for any longer period required by law, from the date of termination or completion of this Agreement.
C. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor, or a designated representative of any of these officers. Copies of such documents shall be provided to City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant' s address specified in Section 16 of this Agreement.
D. Where City has reason to believe that records or documents may be lost or discarded due to the dissolution or termination of Consultant' s business, City may, by written request, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to these records and documents shall be granted to any party authorized by Consultant, Consultant's representatives, or Consultant's successor -in - interest.
10. Independent Contractor. In the performance ofthe work and services required by this Agreement, Consultant shall act as and be an independent contractor and not an agent, or employee of the City. Consultant shall obtain no rights to retirement or other benefits that accrue to City' s employees, and Consultant expressly waives any claim it may have to any such rights.
11. Interest of Consultant.
A. Consultant represents that neither it nor any employee has any investment or interest in real property, and shall not acquire any such interest, direct or indirect, within the area covered by this Agreement, or any other source of income, interest in real property, or investment that would be affected in any manner or degree by the performance of Consultant' s services hereunder. Consultant further represents that, in the performance of its duties hereunder, no person having any such interest shall perform any services under this Agreement.
B. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant:
1) will conduct research and arrive at conclusions with respect to its rendition of information, advice, recommendation, or counsel independent ofthe control and direction of the City, or of any City official, other than normal Agreement monitoring; and
3 ATTACHMENT 2
2) possesses no authority with respect to any City decision beyond the rendition of information, advice, recommendation, or counsel.
FPPC Reg. 18700( a)( 2).)
12. Professional Ability of Consultant.
A. City is relying upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement.
Consultant shall therefore provide skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant' s field of expertise.
B. The primary provider of the services required by this Agreement shall be Herwit Engineering. A list of other individuals assigned to the Project will be provided to City for its review and approval, and these individuals shall not be replaced without the City' s prior written consent.
13. Compliance with Laws. Consultant shall use the customary standard of care in its profession to comply with all applicable federal, state, and local statutes, codes, ordinances, and regulations.
14. Licenses. Consultant represents and warrants to City that it has all licenses, permits, qualifications, insurance, and approvals that are legally required of Consultant to practice its profession. ' Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance, and approvals that are legally required of Consultant to practice its profession.
15. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, and hold harmless the City, its officers, officials, agents, employees, and volunteers, from and against any and all claims, demands, actions, losses, damages, injuries, and liability, direct or indirect including any and all costs and expenses in connection therewith), arising out of Consultant' s performance of this Agreement, or Consultant' s failure to comply with any of its obligations contained in this Agreement; excluding, however, any claim arising out of the active negligence or willful misconduct ofthe City, its officers, agents, employees, or volunteers.
16. Insurance Requirements.
A. Job specific insurance requirements can be found on the attached Attachment
4. Other insurance provisions can be found below:
B. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing an A.M. Best' s rating of no less than A:VII and shall be endorsed with language substantially as follows:
1) The City, its elected and appointed officers, officials, employees, agents and volunteers are to be covered as additional insureds with ATTACHMENT 2
respect to liability arising out of work performed by or on behalf of the Consultant, including materials, parts, or equipment furnished in connection with such work.
2) The policy shall be considered primary insurance as respects the City, its elected and appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self -insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. 3) The insurance shall apply to each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability ofthe insuring company. 4) The insurer waives all rights of subrogation against the City, its elected and appointed officers, officials, employees, and agents. 5) Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected and appointed officers, officials, employees, agents, or volunteers. 6) The insurance provided by the policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after 30 days written notice has been received by the City.
7) The City will not accept any endorsements that were issued in 2004. Acceptable endorsement forms are CG 20 10 11 85 or both CG20101001 and CG2037 1001.
C. Deductibles and Self -Insured Retentions. Any deductibles or self -insured retentions must be declared to and approved by the City. At the City' s option, Consultant shall demonstrate financial capability for payment of those deductibles or self -insured retentions.
D. Certificates of Insurance. Consultant shall provide to City certificates of insurance with original endorsements as evidence of the required insurance coverage.
Certificates of insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement.
17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.
Ifto City: City of Manteca
1001 W. Center Street
Manteca, CA 95337
Attention: Elba Mijango
5 ATTACHMENT 2
If to Consultant: HydroScience Engineers, Inc.
1922 The Alameda, Suite 212
San Jose, CA 95126
Attention: Mary Hoang
18. Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between the City and Consultant. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in their entirety by this Agreement.
19. Amendments. This Agreement may be amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney.
20. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience, and competence of Consultant. Assignments of any or all rights, duties, or obligations of the Consultant under this Agreement will be permitted only with the express written consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of the subcontractor.
Nothing in this Agreement shall create any contractual relationship between City and subcontractor nor shall it create any obligation on the part of the City to pay any monies due to any such subcontractor other than as may be required by law.
21. Waiver. Waiver of any breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach or default of the same or any other provision under this Agreement.
22. Severability. If any provision of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.
23. Controlling Law; Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California, and any legal action relating to this Agreement shall take place in the Superior Court, County of San Joaquin.
24. Litigation Expenses and Attorneys' Fees. If either parry to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys' fees.
25. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and shall divide the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS/ ENDISPUTE (" JAMS") or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five 0 ATTACHMENT 2
mediators selected by JAMS, and thereafter the mediator remaining shall hear the dispute. Ifthe dispute remains unresolved after mediation, either party may commence litigation.
26. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy has been signed by both parties.
27. Authority to Enter A_greement. Consultant warrants that it has all requisite power and authority to conduct its business and to execute, deliver, and perform this Agreement. Each party warrants to the other that the signatories to this Agreement have the legal power, right, and authority to enter into this Agreement and to bind each party.
28. Prohibited Interests.
A. Consultant warrants that it has not employed or retained any person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement.
Further, Consultant warrants that it has neither paid nor agreed to pay any person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For any breach or violation of this warranty, City shall have the right to rescind this Agreement without liability.
B. For the term ofthis Agreement, no member, officer, or employee of City, during the period of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
29. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer, and it shall not discriminate against any subcontractor, employee, or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex, or age. Such non- discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
30. Precedence. In case of conflict between Consultant' s Proposal, Schedule of Activities, and Scope of Services dated April 28, 2021 and this Agreement, this Agreement shall take precedence over Consultant' s proposal, schedule of activities, and scope of services. 7 ATTACHMENT 2
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ATTACHMENT 2
ATTACHMENT 1
REQUEST FOR PROPOSAL
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ATTACHMENT 2
City of Manteca
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Water Master Plan & Water Rate Study
Request for Proposals
Issued: March 31, 2021
Electronic Proposals are Due: April 28, 2021, 5: 00 PM PST 11 ATTACHMENT 2
Contents
1 Introduction.......................................................................................................................................... 4
1. 1 Time is of the Essence................................................................................................................... 4 2 Background........................................................................................................................................... 5
2. 1 Water Master Plan........................................................................................................................ 7
2. 2 Water Rate Studies....................................................................................................................... 8
2. 3 Technical Memorandums............................................................................................................. 8 3 Proposal Submission and Format......................................................................................................... 9
3. 1 Work Proposal............................................................................................................................... 9
3. 2 Organization Credentials, Background......................................................................................... 9
3. 3 Experience................................................................................................................................... 10
3. 4 Project Team............................................................................................................................... 10
3. 4. 1 Lead Firm............................................................................................................................. 10
3. 4. 2 Project Manager.................................................................................................................. 11
3. 4. 3 Project Team............ ......................... 11
3. 5 Project Understand 0_".u
roach........................................................................................ 12
3. 6 Hydraulic Model..._..... -- -- ..................... I........ ............................. 12
3. 7 Schedule of Work ......... I .... ............................................................................................... 12
3. 8 Objections to Professional,,Services Agreement.........................................................................12 4 Scope of Services................................................................................................................................ 13
4. 1 Task 1- Kick -Off Meeting............................................................................................................ 13
4. 2 Task 2 - Interim Water Rate Study, Approval, and Adoption...................................................... 13
4. 3 Task 3 — City Growth and Development Study Technical Memorandum................................... 14
4. 4 Task 4 — Water Sustainability Study Technical Memorandum................................................... 14
4. 5 Task 5 — Regulations Impacting Water Systems Technical Memorandum................................. 15
4. 6 Task 6 — Overall Water System Design Alternatives Technical Memorandum ........................... 15
4. 7 Task 7 — Overall Pipe Network Design Alternatives Technical Memorandum ........................... 16
4. 8 Task 8 — Water Master Plan ......................... ................ 16
4. 9 Task 9 — Final Water Rate Study................................................................................................. 17
4. 10 Task 10 — Public Meetings, Outreach and City Council Presentations........................................ 18
4. 11 Task 11— Master Plan Addendum after Water Rate Adoption ( Optional)................................. 18
4. 12 Task 12 — Hydraulic Models for Phased Buildout....................................................................... 19
4. 13 Task 13 - Water Master Plan Environmental Document............................................................ 19 12 ATTACHMENT 2
4. 14 Task 14 - Separate Feasibility Studies ( As- Needed).................................................................... 19
4. 15 Document Submittals................................................................................................................. 19
4. 16 Deliverables................................................................................................................................. 20
4. 16. 1 Draft copies......................................................................................................................... 20
4. 16. 2 Final document................................................................................................................... 20
4. 16. 3 Project Schedule................................................................................................................. 20 5 Cost Proposal............................................................................................... .. 20 6 Proposal Evaluation............................................................................................ ................... 21 7 Acceptance or Rejection of Proposal.................................................................................................. 21 8 Inquiries and Addenda........................................................ ........... 21 9 Agreement for Professional Services.................................................................................................. 22 10 Insurance Requirements................................................................................................................. 22 List of Tables
Table 1 RFP Deadlines _
Table 2 1 Lm s to Reference Documents and City Resources List of Attachments
Attachment A Professional Serviees Agreement
Attachment B Insurance Requirements
13 ATTACHMENT 2
1 Introduction
Notice is hereby given that the City of Manteca ( City) is inviting ELECTRONIC REQUEST FOR PROPOSALS RFPs) from professional consulting firms to prepare the City' s Water Master Plan, Water Rate Study plus additional studies. Table 1 lists RFP deadlines.
The City is requesting proposals from qualified consultants to develop the City' s Water Master Plan, Water Rate Study and additional work (Project) as indicated in the Scope of Services Section. Firms submitting proposals for this project must have a project manager licensed as a Professional Engineer in the State of California and have experience in the field of water resources, water rates, water distribution, treatment, operation, and maintenance of municipal water systems.
The main objectives are to develop a comprehensive Water Master Plan that enables the City to:
Become a water sustainability leader working in partnership with other agencies Operate a water system that is safe, sustainable, reliable, resilient, efficient, and low risk Improve resiliency and minimize the effects of outside forces such as drought, increasing regulatory requirements, and increasing maintenance and operations costs Strategize planning and budgeting efforts to implement water system enhancements Maintain a high level of system reliability and efficiency for current and future demands during normal, drought and emergency situations
A primary objective of the Final Water Rate tudy is to develop a financial plan'i, an l rate strategy that achieves the following:
Chooses an dverall systerni' design that balances sustainabilityiand resiliency with cost of service Generates sdffi+ ient rever a to meet current and future pperating costs, debt obligations, and capital program needs facbgring in infrastructure condition and the feasibility and timing of receiving grants `
Meets cost of service standards for fair, equitable, and reasonable rates and fees Strategizes rate increases during the planning period
Recent experience in water master planning and water rate studies for agencies affected by drought and other sustainability and resiliency issues is highly desirable for the firms seeking award of this project.
1. 1 Time is of the Essence
Time is of the essence with respect to this contract. Please refer to Table 1 for deadlines. The successful proposer should be able to perform all required tasks set forth in the Scope of Services section.
Table 1: RFP Deadlines
Milestone Deadline
RFP Issued March 31, 2021
Deadline for Clarifications/ Inquiries April 16 - S: OOPM PST Deadline for Proposal Submittal April 28, 2021- S: OOPM PST Interviews ( tentative) May 10, 2021, Time: 8: 00 am to 12: 30 pm 14 ATTACHMENT 2
Award of Contract ( tentative) Week of May 18th
Notice to Proceed ( tentative) Week of May 301n
PST: Pacific Standard Time
Proposals received after the deadline time and date listed in Table 1 will not be considered. The City accepts no responsibility if delivery is made to another electronic mail address or other technological issues that cause a submittal to be late or not received by the deadline. An evaluation team will review submitted proposals and select the best proposal based on the evaluation criteria outlined in the RFP. The selected consultant will then be recommended to the City Council for entering into a contractual agreement for services. A free electronic copy of the RFP can be obtained by going to the City' s website via the link below.
Link to this RFP: https:// www. ci. manteca. ca. us/ Pages/ RequestForProposal. aspX 2 Background
The City provides treated water to municipal customers within the City limits from its own groundwater and purchased surface water. The City is loca approximately 15 miles north of Modesto and 10 miles south of Stockton. The Union Pa6fic lRailroa ' ems diagonally from southeast - northwest through the City. State Highway; 120 crosses the southe ortion of the City and provides{ connection between Interstate 5, located about four mile to°the of the City, and H " way 99 alo " the eastern boundary of the City. "
The City' s current vyater servic6, colncides
11 it the current Cit. boundary. In 2020 the estimated
population of the Cit was 84, 400, according io;,population data p abl"ished by the California Department of Finance ( DOF). In 2020, water serulatconnections totaled 23, 005 and the City supplied 14, 175 Acre feet or 4, 620 million gallons of water to its municipal customers through distribution pipes that are generally in poor condition both from a design and condition perspective. As of 2020, the source of the City' s water is approximately 50% surface water that is treated by the South San Joaquin Irrigation District SSJID) and 50% groundwater that is pumped from wells and treated by the City. The City purchases the SSJID treated surface water and mixes it with the pumped groundwater prior to treatment and distribution. Groundwater is pumped from the Eastern San Joaquin Groundwater Subbasin ( Eastern San Joaquin Subbasin, or Subbasin), which is one of 21 basins and subbasins identified by the California Department of Water Resources ( DWR) as being in a state of critical overdraft. DWR determined the subbasin was in overdraft conditions in Bulletin 118 ( Interim Update 2016). Bulletin 118 was finalized in 2020.
The City operates and maintains ( 17) groundwater wells that are in various conditions from good to poor.
Overthe past decade, the City has been required to act quickly and add treatment infrastructure to several well sites for two reasons: ( 1) to meet new Environmental Protection Agency ( EPA) regulations for water Maximum Contaminant Levels ( MCL) that have recently been added to EPAs MCL list and ( 2) worsening water conditions at some of the wells that have reached the MCL for existing EPA -regulated chemicals.
The City has been in a reactionary mode diverting resources ( labor and funds) from the plan set forth in the 2005 master plan in order to maintain compliance with regulatory requirements. Fourteen ( 14) of the 15 ATTACHMENT 2
well sites now include treatment for Arsenic, Manganese, and/ or 1, 2, 3- trichloropropane ( 1, 2, 3 TCP) to meet existing EPA regulations. TCP has recently been detected at Well 29 with another CIP project now required to bring this well into compliance with EPA MCL regulations.
The City is anticipating that more wells will require treatment to be added for arsenic, TCP, or other chemicals further diverting resources. Also, it is anticipated that the EPA will add more chemicals that are regulated by MCL which creates a monitoring requirement and may create additional treatment infrastructure to be installed to meet the new regulatory requirements.
The City completed the last Water Master Plan in 2005. Since that time, the City and the two water sources groundwater and surface water) have experienced a severe drought. A major focus of this Water Master Plan and Rate Study is to determine the sustainability of the City' s water sources and develop the best overall design approach that provides long term reliability ( 50 years and beyond) and shields the City to the extent possible from regulations, drought conditions, and increased labor, material, and construction costs. Table 2 list links to documents referenced in this RFP and other useful resources.
Table 2: Links to Reference Documents and Citv Resources Document / Resource Link
0 - WMP2021- RFP Wateri Master &
Rate Study
1- WMP2021- RFP Wateri Rate- Study- 2008
htt s: d.manteca. ca. us F c--sLR tFo, Proposal. aspx
2 - WMP2021- RFP Water Master Plan
2005
3 - WMP2021- RFP Water -Master Plan
2005 EIR
https:// dataGIS Online Access
manteca.opendata.arceis.com/ datasets/ 3478489d5320463lb7909d7dle65c504 9 General Plan Update https:// manteca. igeneralplan. orA( City of Manteca Municipal Code htt s: _ Www. ci. manteca. ca. us/ CityClerkiPages/ Municipal- Code. aspx Several treatment projects were mandated over the past decade diverting resources from the pipeline replacement projects that were included in the 2005 Master Plan. The methodology of the 2005 Master Plan was that the pipe network would remain as small distribution systems surrounding each well with some interconnections between wells. An area of focus of this master plan will be to analyze the feasibility of retrofitting the pipe network into a fully centralized and efficient transmission and distribution network with appropriate pressure zones that could accommodate a centralized water source such as direct potable reuse from the Wastewater Quality Control Facility ( WQCF).
The City is anticipated to double in population in the next decade, per the draft General Plan. The housing supply has been increasing over the past decade and attracting people from higher cost of living areas 16 ATTACHMENT 2
that live in Manteca and commute ( Bay Area Transplants). With COVID- 19 increasing telecommuting opportunities, it is thought that housing will be in demand in Manteca. The City of Manteca currently has over 9, 000 residential lots approved in tentative maps. Development activity and submittals are currently increasing by Developers that are moving toward building these homes. In addition, the City is also experiencing increased demand for entitlement review from property owners and developers. As land owners come forward to convert their agricultural land to development land, the properties are annexed into the City with a resultant expansion in the City' s land area, borders, and Area of Influence.
Along with the increase in housing, the City would also like to increase industrial and commercial development that would bring a full portfolio of job prospects to Manteca. This emphasis may result in industries that require water for operations. Therefore, it is essential that the City' s water system is based on a sustainable source where increases in consumption can be provided without impacting future reliability and sustainability.
This Water Master Plan and Rate Study will include analyzing full build -out of development per the draft General Plan ( which is anticipated to be approved prior to the approval of this new Water Master Plan) and project 50 years into the future to develop a plan to ensure water availability as the City expands that contributes to the future sustainability of the region. The draft General Plan is available online, please refer to the link below.
General Plan Update lines. eca.
2. 1 Water Master Plan
The Water Master Pl n shall incf ude, but are notflimited to the foiFitith Planning for the City' s longterm wat r supply and sustaids 50 years into the futureand beyond iwhich would in lude revievv and consisten documents like the draft General Plan and the City' s 2020 Urban Water Management Plan ( 2020 UWMP); Determine reliability of two current sources of water — groundwater and surface water; Review of existing, new, and upcoming water system laws and regulations, paying particular attention to water quality laws and regulations and their effect on the City' s water system; Developing alternative overall design approaches that rank the projects by sustainability, reliability, maintenance & operations costs, capital costs, risk to the City ( for example of outside forces), and water rates;
Developing alternative pipe network design approaches based on the overall design approach selected that rank the network designs by sustainability, reliability, maintenance & operations costs, capital costs, risk of outside forces, and water rates; Developing a series of water system hydraulic models from the pipe network design selected that incorporates phasing of capital projects - the City does not have a working model and a new model would need to be created as part of the scope of work included in this RFP; Development of a Capital Improvement Program ( CIP) and implementation schedule based on water availability and condition of assets; and
A financial plan to ensure the safe, sustainable, reliable, resilient and efficient management, operation, maintenance, rehabilitation, replacement, and development of the City' s water facilities.
17 ATTACHMENT 2
2. 2 Water Rate Studies
The water rates were last updated in 2008. The Water Rate Study will include recommendations to update the City' s water utility rates. The intent of the process is to independently assess and evaluate the City' s existing water rates and provide a fair and reasonable rate structure while balancing risks such as sustainability. Consultant shall first prepare an Interim Water Study that includes current known capital and maintenance costs and other financial obligations to update the rates from 2008 rates to 2021 rates and then prepare a final Water Study once the Water Master Plan is completed. The goal of the Interim study is to proactively bring rates up to realistic 2021 levels and then bring back another Final Water Rate Study afterthe overall design approach to the Watersystem is approved to account for long-term planning efforts that need to take place over the next 20 to 50 years.
2. 3 Technical Memorandums
The scope of work also includes the studies listed below. Please refer to Section 4 of this RFP for additional information:
A. City Growth and Development Study — known development and projects 50 years and beyond to full potential City s. -- .
1 B. Water Sustainability Study —Busing Growth and Developm Study for g dwater and surface water.
C. Regulations Ijpactnglatesystemsl—existing or emergi hat may affect the City' s sewer, watet, or recycled water infrIdIWucture and requi erconnected systems, treatment, reduced use pfgroundwat r, increas water quality, gro water regulations, water resources regulations, water efficien rtequir ments, water syst codes, recycled water discharge requirements, well/ groundwater replenishment requirements, direct potable reuse requirements.
D. Overall Water System Design Alternatives — including groundwater recharge, pure water plant, recycled water landscape system, continue with groundwater well pumping, and other innovative ideas. Consultant to rank the projects by risk to the City, sustainability, reliability, maintenance & operations costs, capital costs, and water rates.
E. Overall Pipe Network Design Alternatives — depending on overall system approach chosen to maintain distribution around wells or develop centralized transmission/ distribution system, Development of a technical memorandum and hydraulic model identifying choices for modeling software and pipe network approaches in phases that are achievable by the City. Consultant to rank the projects by risk, sustainability, reliability, maintenance & operations costs, capital costs, risk of outside forces, and water rates.
In addition to the above studies, the following summarizes work that is also included in the Project:
F. The water system hydraulic model from the pipe network design selected that incorporates phasing of capital projects. The model shall assist with the determination of the pipe network at each phase of major growth or major capital improvement.
G. Capital Improvement Program — Implementation Schedule with required rates, development fees, and other special funding such as bond, loans, grants needed to successfully implement. 18 ATTACHMENT 2
H. Financial Plan to assure a safe, sustainable, reliable, resilient and efficient water system.
I. Separate Feasibility Studies as requested.
J. Water Master Plan Environmental Document.
K. Public Meetings, Agency coordination, Outreach and City Council Presentations, state -required outreach and public information regarding water bill adjustments.
L. Revision of Master Plan, Financial Plan, and Capital Improvement Program Implementation Schedule to update program after rates are approved if different than recommended. ( Optional Scope Item).
3 Proposal Submission and Format
Proposers must submit a Work Proposal and Cost Proposal via email. All responses must be completed as required, signed by an officer of the firm who is authorized to enter into a binding agreement with the City on behalf of the company ( proof of signature authority must be attached), and must be received in the place and time designated in Table 1.
Proposal packages are to be submitted to: emiiango@ci. manteca. ca. us Submittals or inquiries, sent to other ernails will;not be accepted.
Proposals shall be concise, well -organized andidemonstrate the consultant' s qualifications and experience relating to the prop fed project. At minimum, proposals shall include the information in the following sections.
3. 1 Work Proposal
All proposals shall have a 35- page ( one-sided page) limit. The proposal, resumes, and project schedule shall all be included within the 35- page limit. The cover letter shall consist of maximum two (2) pages and include the following:
a. The proposer' s legal name, address, telephone number, email address, and contact person for the remainder of the selection process;
b. Any qualifying statements or comments regarding the proposer' s submittal, including proof of proposer' s capabilities to prepare a Water Master Plan and Water Rate Study; c. Statement indicating the validity of the proposal for a minimum period of 120 calendar days subsequent to the proposal due date; and
d. Resumes provided for each staff member shall be one page long at most. Resumes shall indicate college education, degrees earned, year licensing was obtained, and relevant project experience.
3. 2 Organization Credentials, Background
a. Number of years in business preparing Water Master Plans and Water Rate Studies for municipal clients and water agencies;
liE
ATTACHMENT 2
b. Type of organization ( partnership, corporation, etc.); c. Location of the office that will support your project team and perform the work. The individuals identified in the proposal shall be the same individuals that must complete the project work and meet/ communicate with City staff on an on -going, consistent, and regular basis. The City shall be notified in writing of any change in staff members at minimum 30-days in advance. Changes is staff will need to be approved in writing by the City. This applies to all staff including staff from other firms; and
d. Count and description of personnel resources within the firm, including, but not limited to, inhouse professional disciplines of the firm.
3. 3 Experience
Relevant experience with the preparation of Water Master Plans and Water Rate Studies for municipalities and water districts is required. A minimum of five references of existing and past municipal and water district clients with emphasis given to work completed within the last five years. Experience shall also include water modeling experience and experience with direct potable reuse, groundwater recharge, and recycled water projects is preferred. Please provide the following:
a. Project name/ location
b. Project Manager -name
c. Completion date or current status
d. Client name Ond client repre$entative.with telephone number and e- mail address e. Description f project
f. Original project budget nd.final cost
g. Original projeetAuration' aaad'=final project duration h. If project teaun Includes a prifrre- consgltant and sub -consultants, provide detail regarding the role of the consultaxit and sub -consul ants. Provide details of p4or work together on the preparation of Water Master Plans and Water Rate Studies for other clients. Referenced work shall include information listed above.
3. 4 Project Team
3AI Lead Firm
Clearly identify the lead firm noting the following items:
A. The lead firm shall oversee the project, be responsible for the successful completion of the work, and coordinate the work of all its sub -consultants.
B. The lead firm must provide information that demonstrates its experience as a prime or major sub - consultant on projects of similar type, size, and complexity as the project under consideration.
C. Firm completing hydraulic model should provide at least three project references with the following minimum requirements:
i. Utilized hydrologic and hydraulic modeling, with emphasis on potable water systems; ii. Included use of a fully dynamic hydraulic model calibrated to flow monitoring data; iii. Have a minimum fee of $200, 000 for each referenced project; and iv. Have occurred within the past five years.
20 ATTACHMENT 2
D. The lead firm shall indicate the relevance of the projects to this proposed scope of work, and emphasize the experience of the specific individuals proposed to do the work. The lead firm shall specify which projects, if any, are due to regulatory requirements, in particular consent decrees.
The project team shall include, though is not limited to, the appropriate personnel capable of performing all required project tasks, including management, technical leads and support, appropriate oversight and review, and technical editing and publishing.
E. The Lead Firm shall possess all permits, licenses, and professional credentials necessary to perform services as specified under this RFP.
3. 4. 2 Project Manager
Identify the Project Manager, which will be the primary client contact, that will be responsible for the management of the project ( through the duration of the entire project), and for ensuring that the project performs within the agreed -upon scope, schedule, and budget. Information regarding the Project Manager' s qualifications and experience ( both technical and managerial) shall be provided as indicated below.
A. Project Manager shall conduct presentation during interview by City staff.
B. The Project Manager must have demonstrated strong project management and organization skills, contraft managem' tYa. bilities, and effective comm n—icaiiiin and interpersonal skills.
C. The Project IOlanager must `rjeet the rj .lnimum qualifications; as follows:
i. An employee of the lead firms and
ii. A minimun» f 1014ars of rele6itexperience with4e preparation of water master plans and hydraullc- s udies and modeling, experience With direct potable reuse, groundwater recharge and recycled water projects preferred.
3. 4. 3 Project Team
Only personnel that will work on the project ( through the duration of the project) shall be identified in the proposal. Changes to the project team shall be approved by the City. a. The project team may consist of staff from the lead firm and from other consulting firms with expertise in specific areas ( sub -consultants).
b. The proposal should clearly identify key personnel and Subject Matter Experts with workload information and commitments of availability to work on the project to ensure that all prescribed deadlines are met.
c. The project team should provide at least two reference projects relating to dynamic hydrologic and hydraulic modeling of water systems, at minimum, with the following minimum requirements:
i. At least three reference projects;
ii. One project must be completed in the last 5 years, and one project must include the use of hydrologic and hydraulic water system modeling with continuous simulations over multiple storms events;
iii. At minimum, one Subject Matter Expert with at least five years of experience; iv. Have a minimum fee of $75, 000 for each referenced project; and V. Utilized hydrologic and hydraulic modeling, with emphasis on potable water systems. 21 ATTACHMENT 2
d. List of proposed team members with titles that are expected to be involved throughout the life of the project, including prime consultants and sub -consultants; e. Provide an organization chart of the proposed project staffing; and f. Provide resumes ( one -page maximum per team member) and related experience of each member that will be involved, specifically addressing experience with preparation of Water Master Plans and Water Rate Studies for municipalities and water district clients. Emphasis should be given to work completed for comparable municipalities and water districts within the last three years.
3. 5 Project Understanding and Approach
This section should demonstrate the proposer' s understanding of the Project and the services required under this RFP, how the work will be organized, and anticipated key issues to be addressed. This section should include:
a. Description of the proposer' s overall approach to the services required under the Scope of Services, such as an outline of a work plan that describes how the proposer will organize the services;
b. Proposed staffing plan/ organizational chart indicating anticipated work hours per week by classification both on and off -site. This should convey how proposer will provide public utility engineering an , financial seNices in t ie most efficient; cost effective mariner. Innovative staffing plans are encouraged based on best management practices and/ or methods -utilized successfully by the firm in other municipoliti.es and water districts; c. Description Of those° areas' xhat the proposer -is -most likely to have challefiges, and discuss means to resolve those confticts or -avoid them altogether;
d. Identify what the proposer feels are the key components to making the project successful; and e. Other information that will assist Citylin selecting the most qualified consultant.
3. 6 Hydraulic Model
Clearly identify the professional staff who would be assigned as the Project Manager, Lead Hydraulic Modeler, QA/ QC, and other key project personnel for this work. Include a Team Organization Chart that clearly indicates the role of each team member and the firm of each team member if sub -consultants are used. The proposal should summarize the abilities, qualifications, and experience of these individuals, in addition to providing resumes.
3. 7 Schedule of Work
The proposal shall include a schedule of work items on a task -by -task basis, including an estimated completion date for each task.
3. 8 Objections to Professional Services Agreement
Objections shall be submitted in writing with justification clearly stated. Any consultant with objections to terms contained in the City' s Agreement for Professional Services ( see Attachment A) must advise the City of such objections and requested modifications as part of its proposal. Failure of a proposer to accept 22 ATTACHMENT 2
the terms of the City' s Agreement for Professional Services may result in the rejection of the proposal. It shall be the responsibility of the prospective consultants to review all sections and exhibits of the Agreement for Professional Services, including insurance requirements included as Attachment B. If no objections are received, the City will assume the proposer is able to and will enter into the Agreement for Professional Services and fulfill the terms and requirements set therein. The City may recover any damages accruing to the City as a result of the successful consultant' s failure or refusal to execute the City' s Agreement for Professional Services.
4 Scope of Services
The Scope of Services is comprised of the tasks detailed in the following sections.
4. 1 Task 1 - Kick -Off Meeting
The consultant shall attend a project kick- off conference call with the use of screen sharing capability with City staff to discuss project parameters, scheduling constraints, and other relevant information regarding services required by this RFP to prepare the Interim Rate Study, Water Master Plan, Water Rate Study, and additional docurh0hts as outlitted below. Ain'ovai'all pi1' b;Wt sclf dU16' sfiaH,be reviewed, revised, and updated by the consultant once pe' ,mbrith.
r
If in -person meetingg. or gatherings, are needed; considerations f?r enhancing protection of individuals and preventing spread of coronaxirus disease 2019 ( COV 19) Will need to be uamlemented. City staff and consultant will coordinate and determine, whether and hovy to implement these considerations, making adjustments to meet thewanque needs and circumstances of the local community. ZOOM or similar remote meeting; applications,.-may be wased if in -person meetings are needed. In -person meetings or gatherings are not recommended given the COVID- 19 pandemic. City staff and consultant will coordinate the best use of remote meeting applications to encourage public participation.
The consultant shall prepare a detailed schedule of the project and identify completion dates for key milestones. The consultant is responsible for reviewing and becoming familiar with all pertinent data and requirements for completion of the Interim Water Rate Study, Water Master Plan, Water Rate Study, and the other studies identified in this RFP.
4. 2 Task 2 - Interim Water Rate Study, Approval, and Adoption The focus of the Interim Water Rate Study is to provide interim water rate structure while the Water Master Plan, Final Water Rate Study, and other studies are being completed. The Interim Water Study shall include current known capital and maintenance costs and other financial obligations to update the rates from 2008 rates to 2021 rates. The goal of the Interim study is to proactively bring rates up to realistic 2021 levels. The consultant will bring back a Final Water Rate study after the overall design approach to the Water system is approved. Assume the Interim Water Rates will be in place 36- months.
The Interim Water Rate Study shall include the following:
23 ATTACHMENT 2
Analysis of accounting, past studies, projects, maintenance costs, and financial obligations to date to establish a base line of the City' s current finances; Develop interim capital plan to keep system functional and meet regulatory requirements until overall system design approach is approved, final rates are approved and updated capital plan is approved;
Determine short-term water rate structure that will enable the City to provide safe water, keep system functional and meet regulatory requirements;
Proposed rate structure will include separate billing components for operations, capital, and debt service, to be billed and accounted for in separate funds. Identify critical Capital Improvement Projects ( CIPS) scheduled through 2026;
Estimate funding needed for CIPS scheduled through 2026; Estimate funding needed for required city operations through 2026; Advise and manage on the Prop 218 rate increase process and present information as necessary to the Council and the Public meetings; and
Coordinate with Finance and Water Operations to ensure that the adopted rate is correctly loaded into the City' s utility billing software.
4. 3 Task 3 — City Growth and Develop}ment Study Technical Memorandum The consultant shalllgather all dataFabout future development and City projects, , project ultimate City boundaries, and project the City water supply needed presently through 50{ years and beyond to accommodate full pdtential City. bodndaries. The following -data shall be includedin the analysis.
Rate of house building uyithin the City and identify the availability of water capacity required to meet existing and future demands;
Rate of indutril and commercial expansion and identify availability of water capacity required to meet existing and future demands;
Water per capita use per person and methodology that can be easily applied to future residential development i. e., water requirement per single family home and for high density units; Water demand identified by type (recycled water, potable water); Identify areas where additional water supply will be needed for future development; and Prepare presentations for City Council and public meetings.
4. 4 Task 4 — Water Sustainability Study Technical Memorandum The consultant shall gather or measure the available water supply of the water basin( s) or aquifer(s) that are currently supplying half of the water for the City of Manteca along with the demand required by other agencies that may be utilizing the same water basin( s) aquifer( s). This analysis shall include data 10 years before the previous drought and include the previous drought years ( before 2021) in relation to the severity of the drought. The consultant shall determine a conservative water supply volume for the next 50 years and beyond assuming various drought conditions and demand increases of all users of the water basin( s) or aquifer( s). The data shall be based on actual measured data that is available from the regional groundwater authority or data obtained by the consultant if current data is not available. 24 ATTACHMENT 2
The consultant shall determine the available water supply of the SSJID surface water that is currently supplying approximately half of the water for the City of Manteca along with the demand required by other agencies that may be utilizing the same water source. This analysis shall include data 10 years before the previous drought and include the previous drought years ( before 2021) in relation to the severity of the drought. The consultant shall determine in collaboration with the City and SSJID a conservative water supply volume for the next 50 years and beyond assuming various drought conditions and demand increases of all users of the SSJID surface water. The data shall be based on actual measured data that is available from SSJID or data obtained by the consultant if current data is not available.
The consultant shall examine the various sources of water available and analyze the risk, sustainability, and cost of each source. Sources may include Recycled Water from the City' s Wastewater Quality Control Facility ( WQCF), San Joaquin river water, storm drain from new development outside SSJID service area Zone 36/ 39), additional water aquifers/ basins not currently in use, purchasing water from other agencies or the state, and other innovative ideas.
The goal of this task is to develop a water supply strategy that diversifies the City of Manteca' s water supply to ensure adequate, reliable, and sustainable supply and reduces risk of outside forces such as drought, regulations, and cost.
4. 5 Task 5 — Re tions Imp g W r Systems Tec al Memo um Based on the City' s c nt and futur ter sLipply portfolio, the consultant shall r arch and summarize existing or emerging ttegv iumnthat May affec tft6 CJt `# wer, vyater,- or. ra ater infrastructure.
Include current or emerging r- . tions that may require capital' imprmement projects related to the water, sewer, or relcycled water-; system design and interconnected systems, additional treatment, reduced use of groundwater, inc'reased water quality, groundwater regulations, water resources regulations, water efficiency requirements, wer system codes, recycled water discharge requirements, well/ groundwater replenishment requirements, or direct potable reuse requirements.
The goal of this task is to further define the water supply strategy in Task 4 to account for current or emerging regulations and their impact on the risk associated with each type of water supply in the diversified water portfolio for the next 50 years. Consultant to provide presentation for City Council and public meetings.
4. 6 Task 6 — Overall Water System Design Alternatives Technical Memorandum In order to implement the diversified water supply strategy approved in Task 4 and 5, the Consultant shall develop overall water system design alternatives including locations and sizes of major facilities required and a timeline of when they are needed for the various alternatives. The overall water system design alternatives will include the risk of failure, condition, and remaining useful life of major facilities to develop a plan that most effectively uses funding for capital projects and maintenance/ operation. For example, if wells can be brought off-line when a new source of water is available, avoiding the replacement of the wells could minimize capital dollars if the risk of the well failure is manageable.
The following water system strategies shall be included in the plan evaluation: groundwater recharge, aquifer storage, pure water plant using WQCF recycled water discharge or other sources, recycled water 25 ATTACHMENT 2
landscape system, groundwater well pumping, SSJID surface water, development storm water ( including zone 36/ 39), blending of different sources, and other innovative ideas. Consultant to rank the alternatives by risk to the City, sustainability, reliability, maintenance and operations costs, capital costs, and water rates. Provide presentation for City Council and public meetings.
4. 7 Task 7 — Overall Pipe Network Design Alternatives Technical Memorandum In order to implement the overall water system design approved in Task 6, develop overall pipe network alternatives including sizes and locations of transmission mains required and a timeline of when they are needed for the various alternatives. The overall pipe network alternatives will include the risk of failure, condition, and remaining useful life of major pipelines in operation to develop a plan that most effectively uses funding for capital projects and maintenance/ operation. For example, if pipelines can remain in service until larger transmission pipelines are needed, avoiding interim replacement of smaller pipelines could minimize capital dollars if the risk of the pipeline failure is manageable.
The following pipeline' strategies shall be included in the plans: maintaining current system of distribution around wells; improving existing pipe network to centralized transmission/ distribution pipe network with efficient pressure zones as needed; removing pipe network from alleys or using for landscaping system; separating potable water from landscaping systems for use of npa-,potable water supply; blending of different sources; a6d other Innovltiv'e ideais. Consultant to ran the aitematves by risk to the City, sustainability, reliability, maintenance and operations costs, ca ital costs, and water rates. Provide presentation for CityiCouncil and putific meetings.
4. 8 Task 8 — Water Master Plan
The Water Master Platt shall be prepared for a 50-year planning period, and shall include, but not be limited, to the following elements.
Planning for the City' s long- term water supply needs which would include review and consistency with, most current version, of other City documents like the General Plan and the City' s 2020 Urban Water Management Plan ( 2020 UWMP) along with trends in the region that may affect water sustainability;
Review of the City' s 2005 Water Master Plan and identify projects that have been completed; Leverage the information of the technical memorandums being prepared as part of this RFP to the best extent possible;
Review of existing, new, and upcoming water system laws and regulations, paying particular attention to water quality laws and regulations and their effect on the City' s water system; Development of an overall water system design that balances and manages risk, safety, sustainability, reliability, resiliency, and efficiency; Development of an overall pipe network design that balances and manages risk, safety, sustainability, reliability, resiliency, and efficiency; Development of appropriate Environmental Documents for the program; Development of a Capital Improvement Program ( CIP) and implementation schedule; Preparation of phased water hydraulic models to buildout; and 26 ATTACHMENT 2
A financial plan to ensure the effective management, operation, maintenance, rehabilitation, replacement, and development of the City' s water facilities per the water master plan.
Water Master Plan sections shall include, but not limited to the following sections:
Planning Service Area and Growth to ultimate buildout
Water Use Projections and Criteria
Water Treatment Requirements and regulatory environment Water Supply Evaluation including regional efforts outlined in the Groundwater Sustainability Plan Overall Water System Design Evaluation
Water Distribution System Evaluation
Recommend Water System Improvements
Capital Improvement Plan
Hydraulic modeling of various phases to buildout of water system Financial plan including water rate study
4. 9 Task 9 — Final Water Rate Study
The Final Water Rate Study shall identify a water rate structure in order to successfully implement the water master plan that wiil adequa el, fund the.city' s operations, imaintenance, capital costs, legislative directives, and bonded debt, while minimizing current and future rates to the greatest degree possible.
The Water Rate' Sludqi' 11 be based on a comprelhensive reviiaaw of the`fiY 2021- 2022 City Water Fund budget, Capital Improvement Projects, and all operations and maintenance costs; Customer billing classes, cgrrdnt usage data, future planned growth, current legislation ( including Proposition 218), and otherinfdrmation deemed necessary; A Multi -Year Financial Plan: provide a multi -year financial plan for the City. The plan needs to reflect current and estimated future operating and maintenance costs, debt service obligations, and capital improvement needs for the next 50 years in order to implement and operate the overall water system design and overall pipe network;
The plan would also need to estimate revenues for general plan buildout, and develop water rates and water system development fees to successfully implement the approved water master plan; Provide a multi -year look at the financial requirements of meeting customers' water service needs;
Water Rates: cost of service analysis and water rate recommendations for FY 2021- 2022 through FY 2030- 2031, with rate adjustments each July. Rates should be calculated consistent with the revenue requirements determined by the financial plan analyses; Proposed rate structure will include separate billing components for operations, capital, and debt service, to be billed and accounted for in separate funds. Develop a cost allocation for existing ratepayers and development for revenue and expenditures; Provide information necessary for a PFIP update and coordinate as necessary; and Coordinate with Finance and Water Operations to ensure that the adopted rate is correctly loaded into the City' s utility billing software.
27 ATTACHMENT 2
The City also has a tiered rate system for water usage. One unit is 748 gallons or 100 cubic feet. The City Council adopts rates and charges for water service in the City via the municipal code. The Water Rate Study shall provide for the following:
Update Manteca Municipal Code Chapter 13.04 Waterworks System including the following sections:
o Section 13. 04. 020 Connection Fees & Capacity Charges o Section 13. 04. 060 Monthly Rates
Review and collaborate with other consultants to update the PF1P documents as necessary Review the City' s other ordinances, municipal code sections pertaining to the City' s water system, such as the Cross -connection Control Ordinance and recommend updates as necessary.
The Manteca Municipal Code can be accessed online via the link below.
Link to Manteca Municipal Code: https: ZZwww. ci. manteca. ca. us/ CityClerk/ Pages/ Municipal- Code. aspx
4. 10 Task 10 — Public Meetings, Outreach and City Council Presentations The consultant shall coordinate the adoption of the Interim Water Rate Study, Final Water Rate Study, and the Water Master Plan to inclvdethe following
Compliance with notificationj require eats for public comVtd publ earings Public meetings and outreA,,,as neededfor- eae- ocume,
Gathering and providing written resp
I
nse from the public s ,a ' i holders
Submittal ofdraft and findversions, fwhere required, to aiate State, local agencies and stakeholders•
Provide expertite, and review -agenda reports that will bether by City staff, create City Council presentations, and to be available to support staff and answer questions, for up to five (5) City of Manteca Council meetings. In conjunction with City staff, the consultant shall present the final draft to the Council and the public at a public hearing. After the close of the public hearing, the City Council will consider final adoption.
Meeting Agendas, meeting materials, and meeting notes for meetings/ workshops in electronic format: PDF and Microsoft Word 2010. Consultant is required to use ZOOM or similar remote meeting application, with screen sharing capabilities, to hold remote meetings and/ or public webinars in light of the COVID- 19 pandemic. The consultant shall be experienced in using the remote meeting application of choice to ensure meetings and workshops start on time, are efficiently managed, and held within the allotted timeframe.
4. 11 Task 11— Master Plan Addendum after Water Rate Adoption ( Optional) Update the Water Master Plan after the water rates are adopted if different than recommended rates to adjust expenditures and to build a necessary reserve for unplanned and emergency expenditures. Please include the cost for this optional item with the cost proposal. 28 ATTACHMENT 2
4. 12 Task 12 — Hydraulic Models for Phased Buildout
Develop a technical memorandum outlining the pros and cons of three different hydraulic modeling software. Software shall be suitable for the City' s water distribution system taking into account city growth and ability to make adjustments and calibrate the hydraulic model. Analysis shall include the following:
Development a hydraulic model of the City' s current water system to develop baseline of existing conditions
Benefits of purchasing a software license including software updates and additional modules Recommendations for model calibration and adjustments
Staffing recommendations versus hiring a third party
Data requirements
Provide Training for City staff (if needed)
Costs and timeline to create the City' s water model
Develop phased models for major changes in the City' s overall water system design — new source of water supply, major pipeline capital project.
4. 13 Task 13 - W Ma—ste , Envi em"' 1 um t
Consultant shall eval ate the City' s 2 Watei` Master Plan, the 5 Water Mauer Plan EIR, and other relevant documents to prepare the requirediCECIA documentation for a programmatic EIR that can be used for maintenance, operatjQns, and minor capital projects. Evaluation of the required documents shall be submitted as a technical memorandum.
Include the cost for CECW documents d n the proposal
Include proposed project team -that Wlfl•work on the project -through the duration of the project Scope shall include time for consultant to compile and respond to public comments in writing. Plan for two iterations of response to comments.
4. 14 Task 14 - Separate Feasibility Studies ( As -Needed) From time to time, a topic may develop where the City may request the Consultant provide in- depth research or analysis. The City will issue these requests as a Separate Feasibility Study and request a proposal from the consultant.
4. 15 Document Submittals
The following document submittal guidelines shall apply, except where noted, for each document identified for each task.
Draft version of each document for internal review
Second draft version prior to public review
Third draft version for public review
29 ATTACHMENT 2
Final version, which incorporates comments from the public, and comments from City staff.
4. 16 Deliverables
The Consultant shall provide to the City the following products and services as part of this project and others the consultant deems necessary to provide a complete Project. The list applies to each document i. e., one draft of the Interim Water Rate Study, one draft of the Master Plan, one draft of the Water Rate Study, one of each technical memorandum, and one draft of the Water Hydraulic Model.
4. 16. 1 Draft copies
One ( 1) PDF copy
One ( 1) electronic version of the complete document in Word 2010 file format One ( 1) electronic version in PowerPoint file format (applies to presentations) One ( 1) AutoCAD version of figures and exhibits, where needed One ( 1) hydraulic software file
4. 16. 2 Final document.
One ( 1) PDF copy
One ( 1) electronic version of the complete document in Word 2010 file format One ( 1) electronic version in' PowerPoint file format ( applies to presentations) One ( 1) hydraulic4ofNare
4. 16. 3 Project Schedule
Given the complexity and number of documents required in the Scope of Work, the consultant shall update the project schedule on a monthly basis. Please submit PDF copy and a copy in Microsoft Project format.
5 Cost Proposal
The proposer must submit a detailed cost proposal for all services and materials anticipated to complete the Scope of Services with a " not -to -exceed" fixed fee, which shall be the sum of all tasks. The cost proposal shall be submitted as a separate PDF file. The file name shall follow this naming convention:
WaterMosterCost-Firm- Name.pdf'. Provide a fixed dollar amount for each of the services and materials as described in the Scope of Services.
Include an hourly rate table for typical planning and engineering classifications that may be requested for separate tasks not included in this RFP.
Innovation is encouraged to provide the City with comprehensive services in the most efficient, cost effective manner.
30 ATTACHMENT 2
6 Proposal Evaluation
City staff will evaluate each proposal for completeness and content. Each proposal will be evaluated based upon the relevant qualifications and experience of the proposer. Staff may choose to interview two or more closely ranked firms, allowing 30 minutes for a presentation of the short-listed firms and another 30 minutes for a questions/ answer session. License status and references will also be verified. The proposal review will focus on the following criteria:
a. Project Management ( 5 points). Components of project management that demonstrate capability in management of projects of this scope. include a sample monthly report. Please include a project schedule that accounts for the Scope of Services. b. Project Understanding/ Project Approach ( 40 points). The proposal adequately demonstrates an understanding and experience in preparing Water Master Plans and Water Rate Studies for municipalities and water districts. Innovative approaches for alternative solutions and recommendations are preferred.
c. Experience ( 40 points). The firm' s expertise and professional qualifications with similar work.
Qualifications of the firm and individuals assigned to perform the work. d. Project schedule (15 points). Thoroughness of the project schedule, ability to complete the project within the selected timeframe.
7 Acceptancr Rejecti of Foposal
Y'
The City reserves the right to acce!*or rejec any and all proposals. The City -also.: reserves the right to waive any informality or irregA rity.in any pr posal or in the bidding as deenrted to be in its best interest.
Additionally, the City may, for any. reason, d( cide not to award an agreement as a result of this RFP or cancel the RFP process. The City s" plJ' not b- obligated to respond to any proposal submitted, nor be legally bound in any manner by the sbbaiissic n of the proposal. Th& City reserves the right to negotiate Project deliverables and associated costs.
The City may require selected consultant to submit additional data or information the City deems necessary to substantiate the costs presented by the proposer. The City may also require selected consultant to revise one or more elements of its proposal in accordance with contract negotiations. 8 Inquiries and Addenda
All inquiries and questions shall be submitted in writing via email. The contact information is below.
Inquiries received after the due date to ask questions will be disregarded. Please include the following in the subject line of the email: " Water Master Plan RFP." Telephonic inquiries will not be taken. Questions and answers will be posted on the City' s website.
31 ATTACHMENT 2
Contact: Elba Mijango, Assistant Engineer
Email: emiiango@ci. manteca. ca. us
Subject Line: Water Master Plan RFP
Deadline to ask questions: refer to Table 1 of this RFP for applicable deadlines. Questions and/ or inquiries via phone and to other city personnel will not be answered.
The City will issue any revisions to this RFP as addenda. The City will distribute addenda to all potential proposers via e- mail and post on the City' s website. Proposers are responsible for receipt of all addenda.
The City' s issuance of a written addendum is the only official method whereby the City will interpret, clarify, or provide additional information concerning this RFP. No oral revision to any provision in the RFP shall be binding.
9 Agreement for Professional Services
Refer to Attachment, A for tge_City' sAgreemeRr dal Services, 10 Insurance tcluirements Additionally,
the successful proposer shall also secure all insurance required under the Agreement for Professional Services and provide any necessary documentation tothe City as part of the Agreement for Professional Services_ Refer to AttachmentBfor details. 32
ATTACHMENT 2
ATTACH MENT — A
WATER MASTER PLAN & WATER RATE STUDY
REQUEST FOR PROPOSALS
AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into this day of , 20 , by and between the CITY OF MANTECA, a public body, corporate and politic (" City") and a corporation (" Consultant").
RECITALS
A. Consultant is specially trained, experienced, and competent to perform the professional services required by this Agreement.
B. Consultant possesses the skill, experience, ability, background, certification, and knowledge to provide the services described in this Agreement on the terms and conditions specified herein.
C. City desires to retain Consultant to render the professional services set forth in this Agreement. POOR*
A • :LtEEMENT
1. " 0 a of Spices. shall perform tl4 services
described in the att#ched Attaulm. ent 1 thit i incorporated by this reference, and pursuant to the Proposal submitted by ConsW dated , and attached hereto as Attachment 2.
Consultant shall provide these ' services iat the time, place, and in the manner specified in Attachment 1, subject to the direction ofAe City through its staff that may be provided from time to time. Performance of the services is sometimes referred to herein as " the Proj ect."
2. Work Through City Staff. Consultant shall perform its services pursuant to this Agreement solely through City staff. No communications, information or documentations shall be made directly to any applicant to the City without the prior written consent of the City. This shall not apply to the sole request of information or clarification ofinformation by Consultant from the applicant. All requests shall be noted to City in an expeditious manner.
3. Time of Performance. Consultant' s services will commence upon execution of this Agreement and shall be completed in accordance with the Schedule ofActivities, attached hereto as Attachment 3. All work shall be completed no later than . Failure to submit work products in accordance with the Schedule of Activities may result in the City withholding progress payments. Repeated failure to complete work products in accordance with the Schedule of Activities may result in a reduction of the total compensation provided for in Section 4 herein.
4. Compensation. Without additional authorization from the City, compensation to be paid to Consultant shall not exceed DOLLARS ($ ). Payment by City 33 ATTACHMENT 2
ATTACHMENT — A
WATER MASTER PLAN & WATER RATE STUDY
REQUEST FOR PROPOSALS
under this Agreement shall not be deemed a waiver of any defects, even if those defects were known to the City at the time of payment.
5. Method of Payment. Consultant shall submit monthly billings to City specifying and describing the work performed during the preceding month. Consultant' s bills shall include a brief description of the services performed, the date the services were performed, the number of hours expended and by whom, and a description of any reimbursable expenditures. Full payment of each task will only be made at such time as each task is completed.
City shall pay Consultant no later than 30 days after approval of the monthly invoice by City staff. Payments may be delayed by City if Consultant fails to provide services in accordance with the Schedule of Activities, unless the City has provided prior written consent to any delay in the schedule.
6. Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, the term " Extra Work" means any work that is determined by City to be necessary for the proper completion ofthe Project, but which the parties did not reasonably anticipate would be necessary at the time of execution of this Agreement. Cons shall ion' perform, nor be compen axed for, itra Work without the City' s prior writte authorization
7. Te atiorr: Ts. Agreement may be termitted by the ICity immediately for cause, or by either; : arty vtri°t-kout cause upon 15 days' prior riven notite of termination. Upon termination, Cons t shall'* entitled to compensation fi services performed up to the effective date of tel!nation upor} s4bmittal of an invoice for a r e.
VOL L--
8. Ownership of Documents,• Confidentiality.
A. All plans, studies, documents, and other writings prepared by and for Consultant, its officers, employees, agents, and subcontractors in the course of implementing this Agreement, except working notes and internal documents, shall become the property of City upon payment to Consultant for such work. City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant' s expense, provide such reports, plans, studies, documents and other writings to City upon written request by City. Consultant shall not be responsible for any unauthorized modification or use of such information for other than its intended purpose.
B. All memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other documents and data, either created by or provided to Consultant in connection with the performance of this Agreement, shall be held confidential by Consultant. These materials shall not, without the City' s prior written consent, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall these materials be disclosed to any person or entity not connected with the performance of services under this Agreement. Nothing furnished to Consultant that is otherwise known to Consultant, or is generally known, or has become known to the related profession shall be deemed confidential. Consultant shall not use City' s 34 ATTACHMENT 2
ATTACHMENT — A
WATER MASTER PLAN & WATER RATE STUDY
REQUEST FOR PROPOSALS
name or insignia, photographs relating to the Project for which Consultant' s services are rendered, or any publicity pertaining to the Consultant's services under this Agreement in any magazine, trade paper, newspaper, television or radio production, or other similar medium without the City' s prior written consent.
9. Consultant' s Books and Records.
A. Consultant shall maintain all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City, for a minimum period of three years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement.
B. Consultant shall maintain all records that document performance under this Agreement for a minimum period of three years, or for any longer period required by law, from the date of termination or completion of this Agreement.
C. Any records or documents required to be maintained pursuant to this Agreement shall be made av-4able for inAp_,.__ vat- audit , it aAy tame doting regular business hours, upon written request by the City Manager, City AttoTeY, City Au# itar, or a designated representative of agy of these officers. Copies of such documents shall be. provided to City for inspection at City 14all when it is practical to do so. Odierwis.e, unless an4hernative is mutually agreed upon, the records shah be available at Consultant's address specified in Section 16 of this Agreement.
D. Where City`hasxrearn to believe that rpcQrds or documents may be lost or discarded due to the dissolution or termination of Consultant' s business, City may, by written request, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to these records and documents shall be granted to any party authorized by Consultant, Consultant' s representatives, or Consultant' s successor -in - interest.
10. Independent Contractor. In the performance of the work and services required by this Agreement, Consultant shall act as and be an independent contractor and not an agent, or employee ofthe City. Consultant shall obtain no rights to retirement or other benefits that accrue to City' s employees, and Consultant expressly waives any claim it may have to any such rights.
11. Interest of Consultant.
A. Consultant represents that neither it nor any employee has any investment or interest in real property, and shall not acquire any such interest, direct or indirect, within the area covered by this Agreement, or any other source of income, interest in real property, or investment that would be affected in any manner or degree by the performance of Consultant's services hereunder. Consultant further represents that, in the performance of its duties hereunder, no person having any such interest shall perform any services under this Agreement. 35 ATTACHMENT 2
ATTACHMENT — A
WATER MASTER PLAN & WATER RATE STUDY
REQUEST FOR PROPOSALS
B. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant:
1) will conduct research and arrive at conclusions with respect to its rendition of information, advice, recommendation, or counsel independent of the control and direction of the City, or of any City official, other than normal Agreement monitoring; and
2) possesses no authority with respect to any City decision beyond the rendition of information, advice, recommendation, or counsel.
FPPC Reg. 18700( a)( 2).)
12. Professional Ability of Consultant.
A. City is relying upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this. Agreement.
Consultant shall therefore provide skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant shall be in accordance with applicable legal requirv ' Shall moet ft stVT' d oI qualm ordinarily tobe expected of competent professionals in Consu is fi4ld of expertise.
B. The prim4y providerofthe services required bythis Agreement shall be A list of other individu` ls assigned tothe roj. ect will be provided to City for its review and approval, and these individuals shall not be replaced without the City' s prior written consent. 13.
Compliance withLaws. Consultant shall use the customary standard of care inits profession tocomply with all applicable federal, state, and local statutes, codes, ordinances, and regulations.
14. Licenses. Consultant represents and warrants to City that it has all licenses, permits, qualifications, insurance, and approvals that are legally required of Consultant topractice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep ineffect or obtain at all times during the term ofthis Agreement, any licenses, permits, insurance, and approvals that are legally required of Consultant topractice its profession.
15. Indemnification and Hold Harmless. Consultant agrees todefend, indemnify, and hold harmless the City, its officers, officials, agents, employees, and volunteers, from and against any and all claims, demands, actions, losses, damages, injuries, and liability, direct or indirect including any and all costs and expenses inconnection therewith), arising out of Consultant's performance ofthis Agreement, or Consultant' sfailure tocomply with any of its obligations contained inthis Agreement; excluding, however, any claim arising out of the active negligence or willful misconduct ofthe City, its officers, agents, employees, or volunteers. 16.
Insurance Requirements. 36
ATTACHMENT 2
ATTACHMENT — A
WATER MASTER PLAN & WATER RATE STUDY
REQUEST FOR PROPOSALS
A. Job specific insurance requirements can be found on the attached Attachment
4. Other insurance provisions can be found below:
B. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing an A.M. Best' s rating of no less than A:VII and shall be endorsed with language substantially as follows:
1) The City, its elected and appointed officers, officials, employees, agents and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the Consultant, including materials, parts, or equipment furnished in connection with such work.
2) The policy shall be considered primary insurance as respects the City, its elected and appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self -insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. 3) The uranrshallrr( each insured and additional insured as tho a separate policy had been written thr each, except with respect to t4 It its -of liability ofthe insuriaf company. 4) ' T4it insurer ywaives all rights cif subrogation against the City, its elected and appointed officers, Officials, employees, and agents. 5) Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected and appointed officers, officials, employees, agents, or volunteers. 6) The insurance provided by the policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after 30 days written notice has been received by the City.
7) The City will not accept any endorsements that were issued in 2004. Acceptable endorsement forms are CG 20 10 11 85 or both CG20 10 10 01 and CG 20 37 10 01.
C. Deductibles and Self -Insured Retentions. Any deductibles or self -insured retentions must be declared to and approved by the City. At the City' s option, Consultant shall demonstrate financial capability for payment of those deductibles or self -insured retentions.
D. Certificates of Insurance. Consultant shall provide to City certificates of insurance with original endorsements as evidence of the required insurance coverage.
Certificates of insurance shall be filed with the City on or before commencement of performance 5 37
ATTACHMENT 2
ATTACHMENT — A
WATER MASTER PLAN & WATER RATE STUDY
REQUEST FOR PROPOSALS
of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement.
17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.
Ifto City:
Ifto Consultant:
City of Manteca
1001 W. Center Street
Manteca, CA 95337
Attention:
Attention:
18. Entire A This 1gre gM constitutes the codtplete and exclusive statement of AgrAgr mt betwe-en. the City and Consultskm All prior written and oral communications, including contspondence, drafts, memoranda, and representations, are superseded in their ientirety by ti$s Agreemer 1
19. Am(indments. ', This Agreement may be ameinded only by a written document executed by both Consultant an City and approved as to form by the City Attorney.
20. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience, and competence of Consultant. Assignments of any or all rights, duties, or obligations of the Consultant under this Agreement will be permitted only with the express written consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of the subcontractor.
Nothing in this Agreement shall create any contractual relationship between City and subcontractor nor shall it create any obligation on the part of the City to pay any monies due to any such subcontractor other than as may be required by law.
21. Waiver. Waiver of any breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach or default of the same or any other provision under this Agreement.
22. Severability. If any provision of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.
38 ATTACHMENT 2
ATTACHMENT — A
WATER MASTER PLAN & WATER RATE STUDY
REQUEST FOR PROPOSALS
23. Controlling Law; Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California, and any legal action relating to this Agreement shall take place in the Superior Court, County of San Joaquin.
24. Litigation Expenses and Attorneys' Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys' fees.
25. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and shall divide the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS/ ENDISPUTE (" JAMS") or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS, and thereafter the mediator remaining shall hear the dispute. Ifthe dispute remains unresolved after mediation, either party may commence litigation.
26. Exedution. This' Agreem
which shall constit4te one and tbp same
when at least one copy has been signed b,
27. Authority to terms reen
and authority to conduct its business and
party warrants to the other that
authority to enter irtp this Agre
28. Prohibited Interests.
it may be eiecutd d in sever4 counterparts, each of
istrument and shall Become bifi ing upon the parties
ath parties. ,
nt on uifant warrants that it has all requisite power
execute, deliver, and perform this Agreement. Each
ies to this Agreement have the legal power, right, and
D bind each party. C
A. Consultant warrants that it has not employed or retained any person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement.
Further, Consultant warrants that it has neither paid nor agreed to pay any person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For any breach or violation ofthis warranty, City shall have the right to rescind this Agreement without liability.
B. For the term of this Agreement, no member, officer, or employee of City, during the period of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
29. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer, and it shall not discriminate against any subcontractor, employee, . or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex, or age. Such non-discrimination shall include, but not be limited to, all activities related to 39 ATTACHMENT 2
ATTACHMENT — A
WATER MASTER PLAN & WATER RATE STUDY
REQUEST FOR PROPOSALS
initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
30. Precedence. In case of conflict between Consultant' s Proposal dated and this Agreement ( which includes Attachment 1 and Attachment 3) this Agreement and its attachments shall take precedence over Consultant' s proposal. h
MI
ATTACHMENT 2
ATTACHMENT — A
WATER MASTER PLAN & WATER RATE STUDY
REQUEST FOR PROPOSALS
TO EFFECTUATE THIS AGREEMENT, each of the parties has caused this Agreement to be executed by its duly authorized representative as of the date set forth in the introductory paragraph on page 1 above.
CITY OF MANTECA: CONSULTANT:
Lisa Blackmon,
Acting City Manager
ATTEST:
Cassandra Candini- Tilton;
Director of Legislative: Services
COUNTERSIGNED: By:
I I
Stephanie Beauchaine,
Interim Director of Finance
COUNTERSIGNED:
Type name of Consultant/ form oforganization)`
Signature)
Type name ana'.ttle)
Signatur
Type name and title)
Address:
Aaron Slater,
Director of Employee Services & Engagement
Telephone:
APPROVED AS TO FORM:
L. David Nefouse, City Attorney
9 41
ATTACHMENT 2
ATTACHMENT — A
WATER MASTER PLAN & WATER RATE STUDY
REQUEST FOR PROPOSALS
NOTE: this Agreement for Professional Services would also include the attachments listed below.
ATTACHMENT 1: REQUEST FOR PROPOSAL
ATTACHMENT 2: CONSULTANT' S PROPOSAL
ATTACHMENT 3: SCHEDULE OF ACTIVITIES
10 42
ATTACHMENT 2
EXHIBIT 1
Insurance Requirements for Professional Services
INSURANCE REOUIREMENTs
Consultants shall procure and maintain for the duration of the contract 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 the Consultant, his agents, representatives, employees or subcontractors.
Minimum Limits of Insurance: Coverage shall be at least as broad as:
Commerc al Goeral Liability
Commercial General Liability Insurance with $ 2, 000, 000 minimum limit per occurrence.
If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/ location or the general aggregate limit shall be twice the required occurrence limit.
Commercial General Liability Additional Insured Endorsement naming the following as insured on 2001 or earlier issued endorsement forms:
City of Manteca, its officers, officials, employees, agents, and volunteers" Automobile Liabilitx
If the vehicles are brought onto city facilities, covering any auto, or of Contractor has no owned autos, hired, and non -owned autos, the Contractonshall maintain automobile liability with limits no less than:
Automobile Liability Insurance with $ 1, 000, 000 minimum limit per accident for bodily injury and property damage.
Automobile Liability Additional Insured Endorsement naming the following as additional insured:
City ofManteca, its officers, officials, employees, agents, and volunteers':
Worker' s Compensation
As required by the State of California, with Statutory Limits, and Employer' s Liability Insurance with limit of no less than $1, 000, 000 per accident for bodily injury or disease.
Professional Liabili(( Errors and Omissions)
Insurance appropriates to the Contractor' s profession, with limit no less than $ 2, 000, 000 per occurrence or claim, $ 2, 000, 000 aggregate
Other Insurance Provisions:
The insurance policies are to contain, or be endorsed to contain, the following provisions:
The City of Manteca, its officers, officials, employees, agents and volunteers are to be covered as insured' s as respect to: liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work operations. General liability coverage can be provided in the form of an endorsement to the Consultant' s insurance at least as broad as CG 20 10 and CG 20 37 if completed operations coverage is required.
For any claims related to this contract, the Consultant' s insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers, shall be excess of the Consultant' s insurance and shall not contribute with it. 05/ 14
43 ATTACHMENT 2
3. The applicant' s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer' s liability.
4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City of Manteca.
Verification gf Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the Entity before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant' s obligation to provide them. The City of Manteca reserves the right to require complete, certified copes of all required insurance policies, including endorsements required by these specifications, at any time.
Nonce of canceuarion
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the Entity.
Acceptability oflnsurers
Insurance is to be placed with insurers with a current A. M. Best' s rating of no less than A: VII, unless otherwise acceptable to the City of Manteca
Waiver ofSubLagatio
Consultant hereby grants to The City of Manteca a waiver of any right to subrogation which any insurer of said Consultant may acquire against the Entity by virtue of the payment of any loss under such insurance.
Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the Entity has received a waiver of subrogation endorsement from the insurer.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that The City of Manteca is an additional insured on insurance required from subcontractors.
SPECIAL RISKS OR CIRCfJMSTA I CES
The City of Manteca reserves the right to modify these requirements based on the nature of the risk, prior events, insurance coverage, or other special circumstances. 05/ 14
ATTACHMENT 2
ATTACHMENT 2
CONSULTANT' S PROPOSAL
ATTACHMENT 2
Proposal for the City of Manteca April 28, 2021
Water Master Plan & Water Rate Study
HydroScienceJ
46 ATTACHMENT 2
HydroScienceI4
Strategic Water Solutions
April 28, 2021 HydroScience Engineers, Inc.
1922 The Alameda, Suite 212
City of Manteca San Jose, CA 95126
Attn: Elba Mijango, Assistant Engineer, 1001 W. Center St., Manteca, CA 95337 Transmitted via email
RE: Proposal for Water Master Plan and Water Rate Study Dear Elba:
HydroScience Engineers ( HydroScience) appreciates the opportunity to further our working relationship with the City of Manteca ( City) in developing the City' s Water Master Plan ( WMP) and Water Rate Study ( WRS). Given our familiarity with the City' s water resources and distribution system as well as future growth, we have carefully tailored our approach and team to instill confidence to the City, public, and stakeholders involved. Key benefits include:
Uniquely Experienced and Comprehensive Project Team. Principal in Charge, Mary and Deputy Project Manager, Angela Singer are currently working with the City on the 2020 UWMP. In addition, Mary, Curtis, and Angela have worked together on a number of Master Plans for clients such as Cities of Mountain View, Milpitas, Foster City, and San Jose. Curtis Lam, our Project Manager, is a seasoned professional in Master Planning and also a leader in the recycled water industry. He is currently the technical lead for the Santa Clara Valley Water District' s Countywide Master Plan, which involves evaluation of indirect and direct potable reuse opportunities in the South Bay region. Our Team is experienced in using InfoWater from Innovyze and Bentley WaterGems. For the Cities of Mountain View and Foster City, we provided recommendations on the most feasible hydraulic model software, performed GIS data gap analysis, and built a brand- new hydraulic model.
Adding to our expertise, we have teamed with Raftelis to develop the WRS. Raftelis is an industry leader and can provide the City with a fresh perspective. They have grown to have the largest and most experienced water, wastewater, and stormwater utility financial and management consulting practices in the nation, allowing them to provide clients with innovative and insightful recommendations that are founded on industry best practices.
Another key member of our team is Robert Shibitani. Robert is an expert hydrologist and noted California water industry advisor. He specializes in water supply reliability and developing alternatives including groundwater conjunctive use, aquifer - storage - recovery programs, physical watershed hydrology, drought contingency planning, climate change effects to water supplies, integrated watershed resources management, water rights, water transfers/ wheeling agreements, and conveyance improvements. He provides technical, regulatory, and institutional expertise to government agencies, regulators, and public stakeholders.
HydroScience has worked with all of our proposed subconsultant team members and are confident in our ability to meet the City' s objectives in an efficient and timely manner. This proposal is valid for up to 120 calendar days from today' s date. I will be the main point of contact for this proposal and can be reached at [email protected] or (408) 595- 9019. My mailing address is 1922 The Alameda, Ste 212, San Jose, CA 95126.
Sincerely yours,
HYDROSCIENCE ENGINEERS
W 7 o
Mary Hoang, PE
Principal
47 ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
ORGANIZATION CREDENTIALS, BACKGROUND
About HydroScience
HydroScience Engineers is a civil and environmental engineering firm that plans, designs, and manages the construction of water, wastewater, and recycled water projects. With offices in Sacramento, Berkeley, Concord, and San Jose, we understand and address the complex water needs of Northern California.
A corporation founded in 1997 in Sacramento, our staff of 39 professionals includes licensed civil, mechanical, environmental, and electrical and instrumentation engineers as well as funding, permitting, and regulatory support specialists; hydraulic modelers; construction managers and inspectors; and full- time administrative and IT professionals.
Several HydroScience staff are also licensed water treatment and distribution operators and incorporate this understanding into their planning documents and designs. Together, the HydroScience team combines diverse skills to accomplish one focused task: providing strategic water and wastewater solutions.
Improved Work Flow. We have successfully adjusted our work flow in response to the pandemic to provide all of our employees with the ability to work from home, the office, or from our client' s work site in accordance with all public health requirements. Every employee has the ability to work remotely as well as the tools to collaborate with our clients and teammates in real time. Employee productiveness has increased with the ability to work from home, and it has helped to increase our collaboration both with our clients and within HydroScience. This change in work location has not changed the fact that our staff use their skills and experience in planning, design, operations, and construction management to identify and overcome issues early on, which helps us keep our projects on schedule, within budget, and completed to the highest quality. This team' s home offices are in Berkeley, San Jose and Sacramento.
Water Master Planning Expertise. HydroScience has completed dozens of master planning projects throughout Northern California since its inception The team members we have assigned to the City' s project have played key roles on many previous master planning projects, and bring a wealth of experience that is directly applicable to your master planning effort. HydroScience prides itself on delivering practical, client -focused solutions. Many of our prior planning efforts resulted in subsequent implementation of recommended projects that we then designed. Once we complete a project, we take our experience and lessons learned and apply them to the next one. Our intention is to create a highly practical master plan and rate study that the City can rely on to guide future capital improvements.
Pressure Network Hydraulic Modeling. We have proposed a master planning and hydraulic modeling team with the capability to conduct hydraulic analyses of pressure network systems. We have prepared numerous water distribution models for the purpose of planning and understanding the impacts of future developments and identifying capital improvement projects. Hydraulic models can be used to analyze and verify alignments and proposed improvements, and are essential tools for evaluating the necessity and criticality of various system improvements from new construction to pipeline replacement and rehabilitation.
HYDROSCIENCE MASTER
PLANNING AND/ OR
HYDRAULIC MODELING
CLIENTS/ OWNERS
California American
Water
Placer County
Placer County Water
Agency
El Dorado Irrigation
District
City of Santa Clara
City of Milpitas
City of San Jose
City of Mountain View
City of Sunnyvale
South Bay Water
Recycling
San Jose Water
California Water Service
Company
Santa Clara Valley Water
District
Lake Alpine Water
Company
City of Watsonville
Estero Municipal
Improvement District
EBMUD
Vallejo Flood and
Wastewater District
City of San Mateo
City of Williams
City of Gridley
HydroScience Engineers nu
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
About Our Subconsultants
Raftelis has been added to the team as a subconsultant to provide the Interim and Final Water Rate Studies. Raftelis is a corporation and has been in business for 28 years. They' ve provided R A F T E 1 S water rate studies since their inception. They have 145 employees, including 127 consultants.
In- house services include financial, management, technology, and communications consulting for utilities and local governments. The offices that will be supporting the team are in Los Angeles, Greenwood Village and Seattle.
Raftelis has grown to have the largest and most experienced water, wastewater, and stormwater utility financial and management consulting practices in the nation. Raftelis has experience providing these services to hundreds of utilities across the country and abroad, allowing them to provide clients with innovative and insightful recommendations that are founded on industry best practices. Throughout their history, they have maintained a strict focus on the financial and management aspects of utilities, building a staff with knowledge and skills that are extremely specialized to the services they provide, thus allowing them to provide clients with independent and objective advice. Raftelis is the trusted advisor to utilities and the public sector.
Raftelis provides utilities and public -sector organizations with insights and expertise to help them operate as high -performing, sustainable entities providing essential services to their citizens. They help clients solve their financial, organizational, and technology challenges; achieve their objectives; and, ultimately, make their communities better places to live, work, and play.
Analytical Environmental Services ( AES), located in Sacramento, specializes in environmental impact analysis and the preparation of compliance documentation for water supply, wastewater,
state, and federal
and flood
environmental
control infrastructure
regulations. AES
projects
has prepared
to meet the
hundreds
requirements
of environmental
of local, e6y, IIN
documents for compliance with both the California Environmental Quality Act ( CEQA) and National Environmental Policy Act ( NEPA) for an array of water districts, wastewater service providers, private purveyors, and other public entities. Their collective expertise has proven extremely beneficial to our clients and has led to the successful and timely construction of infrastructure projects throughout the state. Their technical staff includes approximately 25 professionals in a range of disciplines, including biology, geology, hydrology, toxicology, cultural resources, air quality, socioeconomics, land use planning, urban design, and geographic information systems. They are a C corporation and have been in business for 21 years.
The SHIBATANI GROUP INC., is a Sacramento - based specialty firm in water resources supply development and strategic environmental planning founded in 2008 by CEO & Managing Partner, Robert Shibatani. Robert is a consulting hydrologist and noted California water industry advisor. They specialize in developing new water supply alternatives including new on- and off - stream reservoirs, groundwater conjunctive use, aquifer - storage - recovery programs, physical watershed hydrology, drought contingency planning, climate change effects to water supplies, integrated watershed resources management, water rights, water transfers/ wheeling agreements, conveyance improvements ( canals/ ditches), and instream/ watershed environmental impact assessment studies. They provide technical, regulatory, and institutional expertise to investment bankers, venture capitalists, government agencies, regulators, legal firms, engineering firms, non -governmental specialist interests, and public stakeholders.
HydroScience Engineers
49 2
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
EXPERIENCE
This section contains detailed descriptions for recent WMP and WRS projects completed by HydroScience and Raftelis. These descriptions include team member participation and client references.
HydroScience has prepared numerous water, sewer and recycled water master plans in the past five years. In this section, we provide detailed information on five of these recent projects. We encourage you to contact the references shown as each of them can attest to our team' s professionalism and the accuracy of our results.
Water and Sewer Master Plans
City of Mountain View, California
element of the hydraulic
HydroScience is currently working with the City of Mountain View to develop and update the Water and Sewer Master Plan. The overarching project objective is to develop Capital Improvement Projects to address supply and capacity deficiencies in the water and sewer systems.
As part of the master planning effort, HydroScience is developing and calibrating that City' s hydraulic models for both the water and sewer systems using InfoWater and InfoWorks ICM, both using Innovyze software. The hydraulic modeling work involves using the existing hydraulic models, City GIS, system plat maps, and record drawings to update the model infrastructure and conduct a quality assurance and quality control review. An essential modeling work includes a comprehensive water demand assessment to evaluate historical water usage and sewer flows according to user type and land use to establish a baseline for existing demands/ flows and project for future conditions. This data will be used to populate the hydraulic models and form the basis for calibration and system analysis.
Both models will be calibrated against real time data collected in the field.
For the water system, HydroScience developed and implemented a Calibration Plan in conjunction with City staff to document the impacts to the water system from hydrant flows ( simulated fire flow). Data loggers documented pressure conditions in the system capturing both typical operations and hydrant flow conditions. SCADA data for the overlapping period was also collected to represent actual system operations during the hydrant testing period. Using the fire flow and pressure data collected, the water model will be calibrated to reflect actual system demand, operation, and response. The calibrated hydraulic model will be used to assess system capacity under existing and future scenarios including peak demand, fire flow conditions, and future development.
For the sewer system, HydroScience will calibrate the hydraulic model to both existing dry weather data and wet weather data to be collected during the upcoming winter 2020- 2021 wet season. HydroScience will analyze the dry weather data to establish and confirm unit sewer flow factors for various user and land use types. Wet weather data will be analyzed for measured rainfall - dependent inflow and infiltration ( RDI/ 1) to understand the in -situ response to wet weather events. Once calibrated under dry weather conditions, HydroScience will use the analyzed wet season flow monitoring data to calibrate the system response to wet weather conditions. The calibrated model can then be used to model the impacts of RDII using simulated rainfall events that will be used to assess existing and future system capacity including impacts of future development.
Project Team
Curtis Lam, Project Manager
Angela Singer, Deputy Project
Manager
Mary Hoang, Principal -in -Charge,
Water Quality, Operations
Jonathan Machorro, Water
Hydraulic Modeling
Rachel Yenney, Sewer Hydraulic
Modeling
Completion Date
Ongoing
Client Name/ Representative
City of Mountain View
Public Works
Ariel Morales
ariel. morales@mountainview. gov
650) 903- 6042
Original Budget/ Final Cost
913K/ Ongoing
Original Duration/ Final Duration
8. 2020 - 4. 2022/ Ongoing
HydroScience Engineers
50 ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Countywide Water Reuse Master Plan
Valley Water, Santa Clara County, California
Valley Water initiated the Countywide Water
Reuse Master Plan ( Master Plan) to improve
water supply reliability through water reuse for
Santa Clara County' s nearly 2 million residents
and growing economy. The District' s strategy for
meeting this goal is twofold: ( 1) to integrate and
expand the use of recycled water in Santa Clara
County and ( 2) to develop purified water systems
within the County, in partnership with recycled
water producers, wholesale and retail water
suppliers, end users, and other interested parties. The Master Plan will identify how much water will be available for potential potable reuse development and non -potable reuse expansion, the optimal allocation between potable and non -potable reuse, options for system integration, recommendations for building upon nonpotable reuse projects and creating new potable reuse projects, and proposals for governance model alternatives including roles and responsibilities. Decisions will be informed through technical assessment of key criteria applied to allocate available wastewater flows and integrate centralized/ decentralized and potable/ non- potable options. The Master Plan' s planning horizon extends through 2040, and includes the following vision:
A collaboration to integrate and expand recycled and purified water as a / ocal, reliable, environmentally adaptive, drought -resistant water supply and guide strategic investment of public funds over the next 20 years."
Project Team
Curtis Lam, Subject Matter Expert
Mary Hoang, Task Leader for
Stakeholder Engagement,
Partnerships, and Governance
Jonathan Machorro. Lead
Hydraulic Modeler
Completion Date
Ongoing
Client Name/ Representative
Valley Water
Hossein Ashktorab
hashktorab@valleywaterorg
408) 630- 2291
Original Budget/ Final Cost
900K/ Ongoing
Original Duration/ Final Duration
4.2018 - 6. 2022/ Ongoing
As a subconsultant, HydroScience confirmed source water availability from each of four wastewater treatment plants in the County, updated nonpotable demands in each service area, and identified groundwater replenishment, raw water augmentation, and treated water augmentation opportunities using hydraulic modeling as a tool. The conceptual alternatives are intended to reflect a mix of potable and nonpotable projects, add at least 24, 000 AFY of recycled water use by 2028, and leverage existing infrastructure to the extent feasible.
Five project alternatives were considered, and HydroScience evaluated the feasibility of the various alternatives as part of the Consultant project team. Each alternative reflects a mix of effluent supply sources, from the San Jose/ Santa Clara RWF, Sunnyvale WPCP, Palo Alto, and the South County Regional Wastewater Authority. Each alternative shows novel ideas to integrate recycled water systems for increased recycled water supply reliability, and considerations for concentrate management. The Master Plan was submitted to Valley Water during 2020, and phasing options for this up to $ 1B project are currently being evaluated. Phasing options that take advantage of potential RWA/ TWA permitting pathways that are expected to be available in the coming years are being identified. These pathways may allow Valley Water to save over $ 100B in project costs while meeting the unique water supply needs of its retailers.
HydroScience is also updating and calibrating the recycled water hydraulic models for the South Bay Water Recycling, City of Sunnyvale, City of Palo Alto/ City of Mountain View, and the South County Regional Wastewater Authority recycled water distribution systems. Each hydraulic model is being updated to reflect current demands and infrastructure, modeled to determine additional infrastructure requirements to serve 2040 demands, and evaluated to determine if interconnecting recycled water distribution systems ( SBWR/ Sunnyvale/ Palo Alto/ Mountain View) can increase the reliability of nonpotable supplies and make more water available for potable reuse.
HydroScience Engineers
51 ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
On -call Hydraulic Modeling and Preliminary Design Study Report City of Sunnyvale. California
HydroScience was retained by the City of Sunnyvale to evaluate the conditions of the City' s existing potable water system assets. The City has potable water sources from SFPUC via six turnouts, two Valley Water interties, and seven local groundwater 4MNAIV qV ' wells. The City had initially developed a potable water hydraulic model in 2006 and updated this model in 2010. The water demands were parcel -specific, and future demands were well above those outlined in Sunnyvale' s Urban Water Management Plan, making it an ineffective planning tool. The scope of the project included updating and calibrating the hydraulic model, conducting a condition assessment of the various water supply assets, conducting an outage analysis under maximum and minimum demand conditions, evaluating and identifying capital improvement projects to address system deficiencies, and providing training to City staff.
A significant feature of the model upgrade was to create new unit water demand factors by zoning type, based on the previous five years of water meter records. Using the InfoWater hydraulic model software, potable water demands were linked to parcel zoning through the GIS database, making future updates to water demands much easier. Once developed, the unit demands were applied to the entire City to determine the total estimated summer and winter demands. These estimated total demands were compared to the metered water usage. The resulting unit demand factors applied to the entire system generated total system demands with a relatively small margin of discrepancy.
One of the key features of scenario development is that the City wanted to analyze how their system would operate during both normal and emergency conditions. For this, HydroScience prepared two baseline scenarios, representing Max Day ( Summer) conditions and Min Day (Winter) conditions. Each of the scenarios, were analyzed using a 24- hour extended period simulation in which two diurnal curves, residential and non- residential, were applied to better understand system operation over a 24-hour period.
A full calibration plan was prepared to verify the accuracy of the hydraulic model. Project Team The Plan included three levels of calibration: operational/ system control, hydraulic Mary Hoang, Project Manager C- factor testing), and fire flow. Due to the drought, an interim calibration plan was Angela Singer, Project Engineer implemented. The modified calibration plan involved monitoring the pressure at Curtis Lam, QA/ QC twelve key locations in the distribution system and collecting sample data every 15 Jonathan Machorro, Hydraulic minutes over a three day period. Significant operator input also went into calibrating Modeling the model. This input included, but was not limited to, auto valve status, facility control strategies, seasonal variation, wholesaler operations, and the recycled water Completion Date back- up connections. Ongoing
Client Name/ Representative
An assessment of the City' s infrastructure was performed and the City' s existing CIP of Sunnyvale was reviewed and compared to the assessment results. The study allowed the City CityCity of
Mansour Nasser
to identify and prioritize upcoming CIP projects so the CIP budget could be better mnasser@sunnyvale. ca. gov
managed while maintaining the highest possible level of service for customers. ( 408) 730- 7578 System improvements were justified by using fire flow analyses to determine whether there were areas in the system that did not meet the minimum residual Original Budget/ Final Cost pressure or maximum velocity requirements. $ 268k/$ 268k plus $ 90k annually for on -call modeling services
Following completion of the Potable Water System Comprehensive Preliminary Design Study, the City of Sunnyvale contracted HydroScience to continue hydraulic Original Duration/ Final Duration modeling support on an as -needed basis. This as -needed services contract allows 11. 2012 - Ongoing/ 11. 2012 - Ongoing the City to use HydroScience to analyze the hydraulic model for future CIP projects, impact of new development, system outage plans, emergency situations etc. HydroScience has been providing on -call services for the City since the completion of the original project, and is actively working with the City to run and evaluate their model in response to new development and special projects. We worked with the City to develop new fire flow requirements and developer application process and reporting to collect fees to support hydraulic modeling versus fire flow testing in the field.
HydroScience Engineers
52 5
ATTACHMENT 2
City of Manteca - Water Master Plan & Rate Study
San Jose Municipal Water System Master Plan
City of San Jose, California
NORTH SAN JOS ESJMM
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GREAT OANS WATER COMPANY
San Jose Municipal Water System ( SJMWS) is a water retailer for potable and non -potable water for four hydraulically isolated service areas located within the Santa Clara County: North San Jose/Alviso ( NSJ/ Alviso), Evergreen, Edenvale, and Coyote Valley. Water supplies include purchased potable water from wholesalers Santa Clara Valley Water District ( Valley Water) and San Francisco Public Utilities Commission ( SFPUC), as well as groundwater from fourteen SJMWS- owned and operated wells. Recycled water purchased from South Bay Water Recycling is used for irrigation and industrial purposes. Each service area has a unique source or combination of water sources. The service areas are scattered throughout the City of San Jose and separated by two other water retailers; San Jose Water Company ( SJWC) and Great Oaks Water Company. These service areas comprise about 12% of the City' s population.
SJMWS currently provides potable water service to approximately 27,000 metered connections.
HydroScience worked with the City of San Jose to prepare the San Jose Municipal Water Master Plan ( WMP) that will serve as a comprehensive WMP for the 25- year planning horizon. We conducted an evaluation of the existing distribution system and
analyzed recent and historic water Project Team
use data in conjunction with planned Mary Hoang, Project Manager developments to prepare future demand projections. These projects were applied Curtis Lam, Principal - in -Charge/ to the City' s hydraulic model to understand system capacity under projected future Qg10C conditions. As part of this effort, HydroScience worked with Operations staff to conduct Angela Singer, Project Engineer an assessment of City facilities and identify and catalog known deficiencies. Jonathan Machorro, Hydraulic Modeling
HydroScience also conducted a comprehensive storage analysis in accordance with AWWA guidelines to assure adequate future storage and supply under normal and emergency operating conditions. We implemented a matrix analysis to prioritize known and identified deficiencies. Based on the system evaluation, storage analysis, and known deficiencies, a long- term implementation strategy to address the future needs was developed. This served as the basis for developing the Capital Improvement Plan CIP) for every five years over the 25- year planning horizon. A complete draft WMP was issued in 2018. However, due to City internal review process, the City has yet to finalize the WMP.
As part of the Master Planning effort, HydroScience worked with the City to develop updated Major Water Facilities Fees and other City water system development fees designed to equitably recover the costs of existing and future infrastructure and assets benefiting new development as well as those related to implementation of Capital Improvement Projects identified in the Water Master Plan.
Completion Date
Ongoing
Client Name/ Representative
City of San Jose
Nicole Harvie
nicole.harvie@sanjoseca. gov
408) 277- 3671
Original Budget/ Final Cost
290K/$ 255K
Original Duration/ Final Duration
11. 2015 - 9. 2018/ 11. 2015 - 9. 2018
HydroScience Engineers
53 6
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Sewer Master Plan
City of Milpitas, Santa Clara County, California
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HydroScience developed a comprehensive Sewer Master
Plan for the City of Milpitas to provide valuable information on the City' s system performance and capital improvement needs, identify priorities and strategies, outline the City' s zoning policy, and establish the City' s development
priorities. Additionally, HydroScience evaluated the
s
existing system infrastructure and incorporated impacts of short- term and long- term planned growth to develop a comprehensive road map of the City' s Capital Improvement a
Program.
The work included a comprehensive data review and update of the City's GIS for water and sewer assets including a data gap analysis; field investigation of all sewer assets including CCTV of approximately 100, 000 LF of pipe and condition assessment using NASSCO MACP/ PACP protocols; an assessment of Consequence of Failure and Likelihood of Failure for sewer assets; land use based analysis of sewer flow contribution per parcel representing existing and buildout conditions based on General Plan; analysis of both dry and wet weather flow monitoring data at 17 points in the collection system along with development and calibration of hydraulic model using InfoWorks ICM; and preparation of a Financial Plan by subfund for managing cash flow.
For the hydraulic model, HydroScience conducted a thorough evaluation of the collection system identifying 177 flow splits and delineating 20 subbasins captured during the flow monitoring program. HydroScience developed land use based sewer flow factors for 14 different land use types and diurnal curves for six different use classes for both weekday and weekend operation. The wet weather analysis included an analysis of storm events and representation as R- factors for each subbasin to identify the contribution of RDI/ I under wet weather conditions.
The detail developed in the flow analysis translated to very tight calibration for both dry and wet weather scenarios. The sewer master plan includes existing and future sewer system capacity analyses, asset renewal and replacement studies, evaluation of system capacity and relief projects, and an asset rehabilitation plan. It is expected that this document will be used by the City to help guide development decisions, set sewer rates, identify connection fee requirements, develop a Capital Improvement Plan, and optimize their share of capacity at the San Jose -Santa Clara Regional Wastewater Facility.
HydroScience teamed with Raftelis to provide expertise in the analysis and development of water and wastewater financial plans as part of the City' s water and wastewater master planning efforts. Raftelis developed financial plans considering the capital improvement projects from both master plans. They also Project Team
Curtis Lam, Project Manager
Mary Hoang, Principal -in -Charge
Angela Singer, Deputy Project Manager
Rachel Yenney, Hydraulic Modeling
Todd Cristiano, ( Roftelis) Water and
Wastewater Financial Plan
Completion Date
Ongoing
Client Name/ Representative
City of Milpitas
Harris Siddiqui
hsiddiqui@ci. milpitas. ca. gov
408) 586- 3328
Original Budget/ Final Cost
891K/$ 891K
Original Duration/ Final Duration
9. 2019 - 5. 2021/ 9. 2019 - 5. 2021
developed water and wastewater financial plan models for the City's budget and revenue planning. In addition, the City requested an update of their capacity fees to ensure growth -related costs were recovered from new development as well as miscellaneous fees for utility services. Raftelis met with staff to review the time and materials, required for those various fees ( turn on, turn off, new meter install, etc.) The City is also investigating creating a storm drainage utility. They requested Raftelis to aggregate all O& M -related costs from the various general fund departments related to storm drainage to develop an annual revenue requirement and a conceptual fee to provide service.
HydroScience Engineers
54 ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Water Master Plan
City of Foster City/ Estero Municipal Improvement District, Foster City. California HydroScience was retained by the Estero
Municipal Improvement District ( EMID) to develop a
comprehensive Water Distribution System Master
Plan to identify strategies for planning, budgeting,
maintaining, and improving EMID' s water distribution
system based on current demands, future growth,
and fire flow situations. As part of this scope of work, HydroScience updated the District' s existing GIS files of the entire water distribution system using as- builts of the system reviewing documented facility sizes and
materials to populate the incomplete portions of the
system; provided on -site training for District staff in the use and updating of the GIS infrastructure; conducted a hydraulic modeling software analysis to identify the software best suited for the District; conducted a comprehensive water demand analysis of the District' s metered water usage, developed unit demand factors for specific land use types under existing conditions and projected future conditions; used the water demand analysis to populate the new hydraulic model of the entire distribution system; developed average day demand ( ADD), maximum day demand ( MDD), and MDD plus fire flow scenarios; calibrated the hydraulic model; used the hydraulic model to identify deficiencies in the system-, and developed a capital improvement plan to improve those deficiencies under existing and future demand scenarios. Using a decision matrix to analyze and rank the projects, we are able to prioritize improvements based on performance criteria and relative importance to the City. These results formed the basis for the Capital Improvement Program through 2040.
Project Team
Mary Hoang, Project Manager
Curtis Lam, QA/ OC
Angela Singer, Project Engineer
Jonathan Machorro, Hydraulic
Modeling/ System Evaluation
Completion Date
4. 2020
Client Name/ Representative
City of Foster City/ Estero Municipal
improvement District
Laura Galli
Igalli@fostercity. org
650) 286- 3280
Original Budget/ Final Cost
195K/$ 165K
Original Duration/ Final Duration
5. 2017 - 4. 2020/ 5. 2017 - 4. 2020
Raftelis: Comprehensive water and wastewater cost of service and rate analysis City of San Diego, California
The City of San Diego provides service water and wastewaterto approximately 300, 000 Project Team customers. The City retained Raftelis to conduct a comprehensive water, wastewater, Todd Cristiano, Project Manager and recycled water rate and fee study. The study included the development of financial plan, cost of service, and rate design analysis. Raftelis also completed a comprehensive Completion Date analysis of the City' s industrial pretreatment program fees. Ongoing Client Name/ Representative
Of particular concern to the City was to develop a financial plan that provided sufficient City of San Diego revenues to fund their 10- year capital improvement plan and update their rate structure Jill Friedman to ensure equity between classes and equity between customers. Raftelis developed a jfriedman@sandiego. gov
financial plan model, a cost of service analysis and rate design that complied with Prop 858) 654- 4446 218 and recent court precedents. Key areas of focus for Raftelis were developing a fixed charge that recovered sufficient revenues to ensure revenue stability. Conversely, Original Budget/ Final Cost Raftelis updated their tiered volumetric rate structures to be cost -based and compliant 930K/ Ongoing with Prop 218. Raftelis developed the wastewater cost of service in a similar manner.
The rate design was created to meet Prop 218 requirements. Raftelis has completed Original Duration/ Final Duration the models with the cost of service and proposed rates. The City is currently going 22017 - Ongoing through an internal review and audit of the rate models before proceeding through the Prop 218 process.
HydroScience Engineers
55 ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Raftelis: Pivo Rivera Master Plan Update
City of Pivo Rivera, California
Raftelis developed a long- term financial planning model ( 15 years) to support IMEG' s master planning work for the City of Pico Rivera' s water division. The Pico Rivera Water Authority ( PRWA) provides drinking water to the majority of City residents and maintains 98 miles of water distribution pipelines, with groundwater as the primary source.
Raftelis collaborated with the City to develop an optimal capital financial planning strategy based on projected rate revenue increases, new external debt financing, and cash funded CIP. The five- year financial plan resulted in positive net operating cashflow, target cash balances, and maintenance of the debt service coverage ratio Project Team
John Wright, Project Manager
Completion Date
Ongoing
Client Name/ Representative
Paige Coufal, IMEG Project
Manager/ Design Engineer
Paige. R. Coufal@imegcorp. com
303) 792- 0557
across the five- year planning period. Raftelis also conducted a cost of service analysis Original Budget/ Final Cost and developed three alternative rate structures. As a supplementary analysis, Raftelis $ 51K/ Ongoing analyzed the City' s billing data to identify preliminary customer classes as these were not previously identified by the City. Original Duration/ Final Duration Ongoing
Raftelis: Water and Wastewater Rate Study
City of Ventura, California
The City of Ventura engaged Raftelis in 2020 to conduct a comprehensive water Project Team and wastewater rate study. The City provides water and wastewater service to over Kevin Kostiuk, Project Manager 109, 000 people within city limits and some unincorporated areas of Ventura County.
Raftelis conducted the previous water and wastewater cost -of -service analysis and rate Completion Date study for the City in 2014. As part of the rate study effort, Raftelis developed a financial Ongoing plan model, performed a cost -of -service analysis, and developed a five- year schedule of rates for the City' s water and wastewater enterprises. As part of the financial plan, Client Name/ Representative
Raftelis helped the City develop a proposed financing scenario for a planned indirect City San Diego potable reuse project requiring capital expenditures in excess of $250 million over the Alikhan
next ten years. Raftelis also developed a proposed method to allocate costs associated aalAkbar yofventura. ca. gov
with the planned indirect potable reuse project between the City' s water and wastewater 805)5) 654-7831
enterprises. As part of the water rate design process, Raftelis developed a revised Original Budget/ Final Cost tiered rate structure for residential customers and revised water shortage stage rates. $ 287K/ Ongoing A public hearing is set for May 17, 2021 to consider the proposed five- year schedule of water and wastewater rates. As part of this engagement, Raftelis is also currently in Original Duration/ Final Duration the process of updating the City' s water and wastewater connection fees, water supply Ongoing development fees, and water and wastewater right- of-way/ pavement obligation fees.
HydroScience Engineers
56 ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
PROJECT TEAM
Lead Firm - HydroScience Engineers
Our Project Team is shown below in the Organization Chart.
HydroScience is the lead firm coordinating the work with three subconsultants; Raftelis, AES and the Shibatani Group.
Together, our team brings the following benefits to the City:
Led by expert engineers who combine decades of public/
private sector water utility and consulting experience, and operators' licenses in water distribution and treatment.
Familiarity with City staff, policies, procedures, and the local area based on our staff' s prior work experience, and HydroScience project experience.
Strong history of completing similar projects.
All team members have time and availability to complete the City' s project.
Brief bios outlining personnel experiences and team role descriptions can be found below, followed by one -page
resumes.
Organization Chart and Weekly Average Hours
Curtis Lam, PE Project Manager
This project will be overseen by Curtis Lam, PE, who will serve as Project Manager. He will ensure that this specific project team and subconsultants are committed to the City for the project duration, and that we meet or exceed your quality and performance expectations on this project. Curtis is the President of HydroScience and has been involved in nearly all of the company' s master planning projects. He is a subject matter expert with 27 years of experience in water and recycled water master planning, which includes projects with Valley Water and the Cities of Mountain View, Foster City, Milpitas, and San Jose.
To assist Curtis we have included Angela Singer, PE, who will serve as the Deputy Project Manager. Curtis and Angela have worked together on numerous planning projects, and can
complete this project efficiently and with minimal additional resources. Mary Hoang, PE, is the Principal -in -Charge and is already familiar with the City' s water supply challenges as she and Angela are currently working with the City on the 2020 UWMP. Bill Slenter, PE, will review all work products and serve as a resource to the Team, having recently worked with the City on the TCP Mitigation Project.
1119A. r%
MBgteCB
Mary Hoang, PE Bill Slenter, PE
Principal - in -Charge, 0- 2* Project Manager, QA/ QC, 0- 1* Angela Singer, PE
Deputy Project Manager, 8-12*
Jonathan Machorro, PE Project Engineer/
WMP Hydraulic Modeling/ GIS, 8- 16*
Rachel Yenney Support Engineer, 16- 20*
Todd Cristiano' Water Rate Study
John Gifford CEQA
Robert Shibatani3 Water Sustainability and Regulations
1 Raftelis 12 AES 13 The SHIBATANI Group
Weekly Average Hours
HydroScience Engineers
57 10
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Mary Hoang, PE, Grade D5/ T4 Principal -in -Charge
A Principal with HydroScience, Mary has 31 years of
experience with a focus on water utility management,
water quality, drinking water regulations, water distribution, water treatment, recycled water, and water resources. She served as the Chair of Valley Water' s Water Quality Retailers Subcommittee for 10 years. Prior to joining HydroScience, Mary was the O& M Manager for San Jose Municipal Water
System and Director of Water Quality for San Jose Water.
Mary previously developed master plans for the Cities of San Jose, Foster City, and Sunnyvale. Mary is currently working with the City to complete its 2020 UWMP.
Angela Singer, PE, Grade T2, LEED AP
Deputy Project Manager
Angela is a certified water treatment operator with 17 years of experience. A senior project manager with HydroScience, Angela provides planning, hydraulic modeling, water quality, and regulatory compliance services for a variety of clients throughout the Bay Area and Central Valley. She has also prepared multiple water, sewer, and recycled water master plans and is experienced with demand analyses and
projections and hydraulic modeling. Angela has prepared master plans for the Cities of Sunnyvale, San Jose, and Mountain View. Currently, she is serving as Deputy Project Manager for the 2020 UWMP for the City of Santa Clara and as Project Manager for the City' s UWMP.
Bill Slenter, PE Oa/ OC
A Principal with HydroScience, Bill has 29 years of experience.
His areas of expertise include permitting, funding, planning, design, and construction support of wastewater, water, and recycled water systems. Bill has been involved in a large number of master planning projects for clients including the City of Sutter Creek, the Amador Regional Sanitation Authority, the City of Williams, and the City of Sunnyvale. He served as design manager for the City' s TCP Mitigation Project, which includes design report preparation, development of detailed plans and specifications, and construction phase engineering support for a treatment system that addresses the synthetic organic chemical 1, 2, 3- trichloropropane ( TCP) in City groundwater.
Jonathan Machorro, PE Project Engineer, Water
Master Plan Hydraulic Modeler, and GIS
Jonathan has eight years of experience as project engineer on a variety of water, wastewater, and recycled water planning and design projects. In particular, Jonathan has extensive hydraulic modeling experience as well as experience with ArcGIS. He has worked on numerous planning projects
throughout Northern California, including the San Jose
Municipal Water System Master Plan, Folsom Heights Facility Plan Report, Foster City Water Distribution System Master Plan Study, and the City of San Mateo and Foster City Recycled Water Facilities Plan. He is currently providing on -call hydraulic modeling services for the Cities of Sunnyvale and Santa Clara.
Rachel Yenney, EIT Support Engineer
A recent graduate of Stanford University' s Master of Science program in Environmental Engineering, Rachel is currently serving as support engineer for the City' s 2020 UWMP. She is also providing planning and hydraulic modeling services for the City of Milpitas Sewer Master Plan and for the City of Mountain View Water and Sewer Master Plans.
Todd Cristiano Water Rate Study
Todd has nearly 20 years of utility finance experience- 14 years as a consultant to utilities and 6 years as the Manager of Rates at Denver Water. He has completed studies across the U. S. for water, wastewater, stormwater, electric, and gas utilities. His experience covers technical areas and industries such as municipal fee development, utility cost -of -service and rate structure studies, economic feasibility analyses, impact fee studies, and budget processes. While at Denver Water, he oversaw four significant rate- and fee -related studies, all unanimously approved by the Board of Water Commissioners, and also served as interim budget manager at Denver Water.
As the Chair of the AWWA Rates and Charges Committee,
he co- authored the water reuse chapter in the latest edition of Manual M1, Principles of Water Rates, Fees and Charges.
Todd is also co -instructor for the AWWAs biennial Financial Management: Cost -of -Service Rate -Making Seminar. Todd is currently working with HydroScience on the City of Milpitas Sewer Master Plan.
John Gifford CEOA
John has more than 30 years of experience in managing
environmental studies and compliance programs. . His
work includes coordination and supervision of complex,
controversial programs for local municipalities, county governments and federal agencies. He is the recipient of various awards for excellence from the Department of Defense for his work on critical infrastructure EIR/ EIS documents and for strategic environmental planning programs. He has
managed programs that were recognized by the General
Services Administration ( GSA) as # 1 in customer service for 7 consecutive years. Mr. Gifford is a current member of the NAEP NEPA Policy and Energy Committees and has served
on the SCAQMD Rules TAC Committee, the California TRITAC and Western Association of Governors TAC. He is the author of various articles covering economic trends, community BRAC environmental approaches and legal analysis.
HydroScience Engineers
58 11
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
RobertShibatani Water Sustainability and Regulations Robert is an empirical hydrologist with 35 years of experience in physical hydrology, watershed resource management, and operational water consulting. He is an international expert in
water resources, flood damage, reservoir operations, groundwater safe yield, climate change hydrology, and water supply
development. He has technically advised various institutional bodies over the years including the SWRCB, CVRWQCB,
Delta Stewardship Council, California State Assembly
Speaker' s Office, California Water Commission, ASCE/
EWRI, Association of California Water Agencies, and other public and private water resource agencies. Robert has
managed some of California' s most high profile water projects involving CVP/ SWP operations, COA, OCAP and Delta
operations, federal water contracting, water transfers, and regional multiple -party water agreements. Hydrologic/
Hydraulic Modeling Project References
The
following projects are provided as hydrologic and hydraulic modeling references for HydroScience as the Lead Firm
as well as the Project Team. Detailed project descriptions can be found on pages 3-8. Project elements that are similar and relevant to the City' s project are indicated in the chart.
Where a Team member served as an expert on the particular subject matter is also indicated in the chart. Most projects related to Master Planning address some element of
regulatory compliance whether it has to do with water quality, water reliability, recycled water quality, and/ or sewer discharge quantity and quality. Two project references forthe Shibatani group are provided below. CHUBB
Hurricane Harvey Insurance Settlement
Houston,
Texas and Atlanta, Georgia Mr.
Shibatani was retained as an expert hydrologist toprovide technical support for insurance claims as a result of
infrastructural damage caused by Hurricane Harvey in Houston, TX. Mr. Shibatani served as CHUBB hydrological expert
in related Hurricane Harvey matters through potential litigation.
Company undertook HEC- HMS and HEC- RAS modeling
simulation of the hurricane to replicate hydrologic stage and inundation from Buffalo Bayou throughout properties in western Houston and documented rising/ fall hydrographs for water entry into specific buildings. Project
Manager Fee Completion Date Robert
Shibatani $ 750K 2007- 2013 Supplemental
Water Rights Project EIR El
Dorado Water & Power Authority, Shingle Springs, California Mr.
Shibatani was retained as an environmental and hydrology expert to prepare an EIR for a new 40,000 AFA water rights filing before the SWRCB for an existing State Filed Application 5644 and 5645) for withdrawal out of the South Fork American River basin. He guided and directed hydrologic modeling using the California federal/ State system model CALSIM ll, including its CVP hydropower generation model (CVP Gen) and
its various reservoir and river water temperature models and salmon mortality models. Project
Manager Fee Completion Date Robert
Shibatani $450K Ongoing HydroScience
and Shibatani Hydrologic/ Hydraulic Modeling Projects v 0 u
w
m
N 0
o
1 am
in
E
m
C
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E
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2LL
o
o a u
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o
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a
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a
cn 0 2 0 U U u- Water
and Sewer Master Plans, City of Mountain View $913, 000 Countywide Water Reuse Master Plan, Valley Water, Santa Clara County $900, 000 Milpitas Sewer Master Plan, City of Milpitas $ 891, 000 San
Jose Municipal Water Master Plan, City of San Jose $290, 000 Potable Water System Comprehensive Preliminary Design Study, City of Sunnyvale $ 268, 000 Foster CitwEMID Water System Master Plan, City of Foster City/ EMID $195, 000 CHUBB Hurricane Harvey Insurance Settlement, Houston, Texas and Atlanta, Georgia $ 450, 000 Supplemental Water Rights Project EIR, El Dorado Water & Power Authority, Shingle Springs $750, 000 HydroScience Engineers 59
12 ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Curtis Lam, PE
Project Manager
EDUCATION
M. S., Civil and Environmental
Engineering, University of
California, Berkeley
B. S., Civil Engineering,
University of California, Berkeley
REGISTRATION
Civil Engineer, California,
Registration No. 59049 (1999)
AFFILIATIONS
WateReuse Association,
Representative to the Board of
Trustees, 2017 - Present
WateReuse Association,
President, 2015 - 2016
WateReuse Association, Vice -
President, 2013 - 2014
WateReuse Association,
Program Chair, 2011 - 2013
WateReuse, Chair, 2013
California Annual Conference
California Water Environment
Association
Water Environment Federation
HydroScience
Curtis Lam has 27 years of experience in the design of recycled water and potable water distribution system infrastructure, wastewater treatment and collection system design, and the master planning of water, wastewater, and recycled water infrastructure. A Principal with HydroScience, Curtis has served as Principal -in -Charge, Project Manager and Project Engineer on a wide range of water, wastewater, and recycled water projects.
PROJECTS INCLUDED IN THIS
PROPOSAL
Water and Sewer Master Plans, City of
Mountain View, Project Manager.
Water Master Plan, EMID, Foster City,
QA/ QC
Countywide Water Reuse Master Plan,
Valley Water, Subject Matter Expert
Sewer Master Plan, City of Milpitas, Project
Manager.
San Jose Municipal Water System Master
Plan, City of San Jose, Principal -in -Charge
and QA/ QC.
On -Call Hydraulic Modeling and Potable
Water System Comprehensive Preliminary
Design Study, City of Sunnyvale,
California, QA/ QC
ADDITIONAL EXPERIENCE
Indirect Potable Reuse in Western Santa
Clara County
Valley Water, California
Project Manager. HydroScience evaluated the
treatment and distribution options for producing purified water originating from the Sunnyvale WPCP for use by Valley Water for potable reuse purposes, which included options for the
production and distribution of purified water. The
potential uses of recycled water included recharge in existing and new recharge facilities in western Santa Clara County, use of new injection
wells, and the replacement of raw water creek
recharge with purified water recharge. Hydro -
Science identified up to 38, 560 AFY of purified
water demand. The District recently executed
agreements with the City of Sunnyvale allowing
them to retail recycled water in this area and outside of the City. HydroScience' s efforts facilitated a long-term partnership that has reshaped how
the City is rehabilitating the treatment plant and
the District' s plans for potable reuse, and has
made the previously separate planning processes more efficient to the long term betterment of the County' s water supply portfolio.
San Jose Water Recycled Water Master
Plan and Program Implementation
San Jose Water, California
Project Manager. HydroScience assisted San
Jose Water ( SJW) in working with the City of San
Jose to expand the use of recycled water by
facilitating and developing Amendments to the
City' s wholesaler - retailer agreement with SJW
to retail recycled water. HydroScience assisted
SJW in negotiating with the City to own, operate,
and maintain recycled water lines within SJW' s
service area, then developed a Recycled Water
Master Plan ( RWMP) for SJW identified 17 potential recycled water alignments in the City of San Jose representing 6,700 AFY of recycled water
opportunities for nonpotable uses and up to
25, 000 AFY of potable reuse opportunities. Together, these alignments represent over $ 100M of infrastructure to be implemented over a 10-
year period.
Grandpark Development — Potable Water
Master Plan
Grandpark Development, California
Principal -in -Charge, Project Manager. The Grand -
park Development is a planned 5,700 acre development located in the Natomas area of unincorporated northwestern Sacramento County, California. HydroScience was retained by MacKay and Somps Civil Engineers, Inc. to prepare a Potable Water Master Plan ( WMP) to determine
the required water treatment, transmission, and
distribution infrastructure. As part of the WMP, a
hydraulic model of the proposed infrastructure
was developed using Innovyze InfoWater in conjunction with ArcGIS. ArcGIS was utilized to illustrate the hydraulic modeling results, proposed phasing, development land uses, and project
vicinity maps.
HydroScience Engineers
60 13
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Angela Singer, PE, Grade T2, LEED AP
Deputy Project Manager
EDUCATION
M. S., Environmental Engineering
and Science, Stanford University
B.S., Civil and Environmental
Engineering, University of
California, Los Angeles
REGISTRATION
Civil Engineer, California,
Registration No. 70316 ( 2006)
Grade T2 Water Treatment Plant
Operator, No. 43730, California,
2019)
LEED Accredited Professional,
Green Building Certification
Institute, No. 10162577, (2009)
AFFILIATIONS
American Water Works
Association
Bay Area Water Works
Association
WateReuse Association
HydroScienceq6
Angela Singer has 17 years of experience serving as Project Manager, Project Engineer, and Associate Engineer on a variety of water, wastewater, and recycled water projects including master planning, feasibility studies, permitting, recycled water retrofits, and the modeling of water and sanitary sewer systems.
PROJECTS INCLUDED IN THIS PROPOSAL
Water and Sewer Master Plans, City of
Mountain View, Deputy Project Manager
Water and Wastewater Master Plans,
EMID, Foster City, Project Engineer.
Sewer Master Plan, City of Milpitas, Deputy
Project Manager.
San Jose Municipal Water System Master
Plan, City of San Jose, Project Engineer/
Distribution System Evaluation.
On -Call Hydraulic Modeling and Potable
Water System Comprehensive Preliminary
Design Study, City of Sunnyvale, Project
Engineer.
ADDITIONAL EXPERIENCE
City of Manteca UWMP
City of Manteca, California
Project Manager. HydroScience is working with
the City to develop a comprehensive UWMP that
documents the anticipated water demands and
water supply into the future. The Plan addresses
water supply reliability under average dry year,
single dry year, and five consecutive dry year
conditions with projections in five- year increments through 2040.
Potable Water Hydraulic Modeling
City of Santa Clara, California
Project Manager. HydroScience was retained by
the City of Santa Clara to calibrate the City' s potable water system hydraulic model and use the calibrated model evaluate the system under various conditions. Using the City's current hydraulic model, this project included preparing and implementing a calibration plan complete with hydrant flow testing; fully calibrating the hydraulic model; preparing average day demand, maximum day demand, and peak hour demand scenarios;
and then using those scenarios to identify deficiencies in the system under fire flow conditions.
The resulting accuracy of the hydraulic model for
steady state and 24- hour extended period simulation was within 5%.
Recycled Water Master Plan
San Jose Water, California
Project Engineer. HydroScience prepared a recycled water master plan ( RWMP) for San Jose Water, which provides potable and recycled water to approximately 1, 000, 000 people in and around San Jose. The RWMP identified potential
recycled water use sites, identified parcels with
the potential for new development, identified opportunities for groundwater recharge, evaluated feasibility of scalping plants, identified potential
recycled water alignments, performed hydraulic
modeling to size mains and identified pump station locations, prepared cost estimates and determined unit cost per acre- feet, determined feasibility of alignments and ranked various projects, and prepared a project description and testimony
to present to California Public Utilities Commission as part of SJWC' s General Rate Case. The RWMP identified an additional 475 customers can
be connected with a combined irrigation demand
of approximately 6,700 AFY. An additional 12, 500
AFY of potential indirect potable reuse to percolation ponds was also identified.
Water and Wastewater Master Plans
City of Williams, California
Project Engineer / Hydraulic Modeling. HydroScience developed a Water and Wastewater Collection System Master Plan to ensure continuing service to the City of Williams' growing population.
The Preliminary Master Plans developed in Phase
1 are working documents that present existing
and . buildout infrastructure needs and serve as
the basis for preliminary funding applications as
well as a Capital Improvement Plan. The Final
Master Plans developed in Phase II expands upon
the Preliminary Master Plans to analyze additional
growth scenarios, water supplies, and water and
wastewater treatment facilities; develop graphic
information system ( GIS) infrastructure databases;
and develop more detailed capital improvement,
phasing, and funding plans.
HydroScience Engineers
61 14
ATTACHMENT 2
City of Manteca - Water Master Plan & Rate Study
Mary Hoang, PE, Grade D5/ T4
Principal - in -Charge
r
EDUCATION
M. A., Public Administration,
California State University,
San Jose
4 B. S., Civil Engineering, California
State University, San Jose
HydroScience
Mary has over 31 years of experience in civil engineering. Her areas of expertise are water utility management, water quality, drinking water regulations, water distribution, recycled water, and water resources. Mary has worked for public and private water utilities, and her experience spans from engineering capital and development projects to operations and maintenance of both potable and recycled water systems. .
PROJECTS INCLUDED IN THIS PROPOSAL
Water and Sewer Master Plans, City of
Mountain View, Principal- in- Charge/ Water
QualityrOperations.
Water Master Plan, EMID, Foster City,
Project Manager.
Countywide Water Reuse Master Plan,
Valley Water District, Task Leader for
Stakeholder Engagement Partnerships,
and Governance.
Sewer Master Plan, City of Milpitas,
Principal- in- Charge/ Emergency
Coordination.
the potential for new development, identified opportunities for groundwater recharge, evaluated feasibility of scalping plants, identified potential
recycled water alignments, performed hydraulic
modeling to size mains and identified pump station locations, prepared cost estimates and determined unit cost per acre- feet, determined feasibility of alignments and ranked various projects, The RWMP identified an additional 475 customers
can be connected with a combined irrigation demand of approximately 6,700 AFY. An additional 12, 500 AFY of potential indirect potable reuse to
percolation ponds was also identified.
Recycled Water Facilities Plan
San Josh Municipal Water System Master Cities of San Mateo and Foster City/ EMID REGISTRATION Plan, Cityof San Jose, Project Manager 1 9' California Civil Engineer, California,
Registration No. 58997 (1999)
Grade D5 Water Distribution
Operator, No. 8666, California,
2004)
Grade T4 Water Treatment Plant
Operator, No. 24027, California,
2007)
AFFILIATIONS
Santa Clara Valley Water
Retailers Committee (Water
Quality Subcommittee Chair,
1997- 2007)
Association of California
Water Agencies (Former LCR
Workgroup Chair)
San Jose State University
Engineering Industry Advisory
Council
San Jose State University
Department Advisory Council
Former Chair
WateReuse Association
HydroScience Engineers
On -Call Hydraulic Modeling and Potable
Water System Comprehensive Preliminary
Design Study, City of Sunnyvale, Principal -
in -Charge.
ADDITIONAL EXPERIENCE
Potable Water Hydraulic Modeling
City of Santa Clara, California
Principal -in -Charge. HydroScience was retained
by the City of Santa Clara to calibrate the City' s
potable water system hydraulic model and use
the calibrated model to evaluate the system
under various conditions. This project included
preparing and implementing a calibration plan
complete with hydrant flow testing; fully calibrating the hydraulic model; preparing average day demand, maximum day demand, and peak hour
demand scenarios; and then using those scenarios to identify deficiencies in the system under fire flow conditions. The resulting accuracy of the
hydraulic model for steady state and 24- hour extended period simulation was within 5%.
Recycled Water Master Plan
San Jose Water, California
Project Manager. HydroScience prepared a recycled water master plan ( RWMP) for San Jose Water, which provides potable and recycled water to approximately 1, 000, 000 people in and around San Jose. The RWMP identified potential
recycled water use sites, identified parcels with
Coordination Lead. HydroScience accelerated preparation of the Recycled Water Facilities Plan to form the basis for future recycled water
infrastructure design and construction, and to
identify new opportunities to maximize the Cities
beneficial uses of recycled water. HydroScience
evaluated water supply alternatives as well as
long- term potential for direct and indirect potable
reuse. The Study was approved and the Cities
were awarded $ 75,000 by the SWRCB for a Water Recycling Funding Program Grant.
Triggered Source Water Monitoring
Plan ( TSWMP) for Groundwater Rule
Compliance
California Water Service Company, California
Project Manager. HydroScience prepared a
TSWMP template to be used by California Water
Service Company ( Cal Water) for over 70 systems. The plan was required for compliance with the Federal Groundwater Rule The plan included
elements such as system description, system operations, regulations, monitoring schedules, sample station maps, standard operating procedures, and source contribution identification. Additionally, HydroScience performed tracer studies using hydraulic modeling to determine contribution of groundwater sources for each Total Coliform
Rule sample station. This work was used to provide justification for representative monitoring to CDPH for approval.
62 15
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Bill Slenter, PE
QA QC
EDUCATION
B. S., Civil Engineering, San
Francisco State University
REGISTRATION
Civil Engineer, California,
Registration No. 57640
AFFILIATIONS
California Water Environment
Association ( CWEA)
Central Valley Clean Water
Association — Outreach
Committee Chairperson
Former Chairperson, CWEA
San Francisco Bay Section
Communications Committee
CWEA Sacramento Area Section
HydroScienceA
Bill Slenter is a civil engineer with 29 years of experience. His areas of expertise include permitting, funding, planning, design, and construction support of wastewater, water, and recycled water systems. A principal with HydroScience, he has served as principal, project manager and project engineer on a wide range of water -related projects.
SELECT PROJECT EXPERIENCE
Manteca TCP Mitigation Projects
City of Manteca, California
Project Manger. HydroScience provided engineering design services consisting of design report preparation, development of detailed
plans and specifications, and construction phase
engineering support as part of this design/ build
projectto install Granular Activated Carbon ( GAC)
treatment vessels on four existing groundwater
well sites in the City of Manteca. The GAC treatment systems addressed concentrations of the synthetic organic chemical 1, 2,3-trichloropropane
TCP) in City groundwater. HydroScience teamed
with a general engineering contractor to implement this turn -key project on a Guaranteed Maximum Price ( GMP) contractual basis. This project included the design of 4,000 feet of raw water
pipeline, CEQA documentation, and incorporating new GAC instrumentation with existing well pump performance. The project also included an
earthen stormwater retention basin.
Wastewater Master Plans
City of Sutter Creek and Amador Regional
Sanitation Authority ( ARSA), Amador County,
California
Principal - in -Charge. The City of Sutter Creek
owns and operates a regional wastewater treatment plant (WWTP) which discharges it effluent to the Amador Regional Sanitation Authority ( ARSA)
for disposal. Since the City' s WWTP is nearing capacity, and the ARSA storage and disposal infrastructure is in need of full rehabilitation, the agencies are considering joining a potential regional WWTP in the City of lone. Using an asset -management approach of cost and risk assessments, HydroScience conducted an alternatives evaluation of four potential WWTP locations and their related conveyance, storage, and disposal options to guide the City and ARSA in choosing the option which best meets their long- term needs.
Once the long- term wastewater management alternative is chosen, it will be developed further and incorporated into the existing Wastewater
Master Plans for both agencies.
Water and Wastewater Master Plans
City of Williams, California
Principal -in -Charge. HydroScience developed a
Water and Wastewater Collection System Master Plan to ensure continuing service to the City of Williams' growing population. HydroScience' s
primary goal was to help the City maximize its
eligibility for potential funding sources by completing the Wastewater Collection System Master Plan on an aggressive schedule. Pressure testing and wet weather wastewater flow monitoring were conducted, and water distribution system and wastewater collection system models were developed. The Preliminary Master Plans
developed in Phase 1 are working documents
that present existing and buildout infrastructure
needs and serve as the basis for preliminary
funding applications as well as a Capital Improvement Plan. The Final Master Plans developed in Phase II expands upon the Preliminary Master
Plans to analyze additional growth scenarios,
water supplies, and water and wastewater treatment facilities; develop graphic information system ( GIS) infrastructure databases; and develop more detailed capital improvement, phasing, and
funding plans.
Gridley Wastewater Capacity Study
City of Gridley, California
Project Manager. HydroScience conducted a
wastewater system capacity analysis on existing
wastewater collection and treatment systems.
HydroScience evaluated the engineering and
economic aspects of necessary capital improvements to the collection, treatment, and disposal systems to serve anticipated future developments
and address current and future requirements of
the discharge permit. HydroScience determined
the required improvements and expansions to
the systems, recommended a phased implementation approach to correspond with the timing of developments and availability of funding, and
evaluated available outside funding sources. The
final product was a Capital Improvement Plan for
the City to implement over the next 20 years.
HydroScience Engineers
63 16
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Jonathan Machorro, PE
Water Master Plan Hydraulic Modeling GIS
EDUCATION
M. S., Civil Engineering,
University of California, Los
Angeles
B. S., Civil Engineering,
University of California,
Riverside
REGISTRATION
Civil Engineer, California,
Registration No. 83843 ( 2015)
HydroScience Engineers
HydroScienwb
Jonathan has eight years of engineering experience in flood -risk management and water resources engineering. He specializes in open -channel and closed -pipe hydraulic modeling with extensive experience using ArcGIS. Jonathan has served as project engineer in potable water, recycled water, and sewer system master plans and feasibility studies, recycled water retrofit designs, pump and lift station designs, and flood -risk management channel capacity analyses.
PROJECTS INCLUDED IN THIS PROPOSAL
Water and Sewer Master Plans, City of
Mountain View, Water Hydraulic Modeling
Water and Wastewater Master Plans,
EMID, Foster City, Project Engineer.
Valley Water Countywide Water Reuse
Master Plan, Valley Water, Lead Hydraulic
Modeler.
Sewer Master Plan, City of Milpitas, G!S
Support.
San Jose Municipal Water System Master
Plan, City of San Jose, Support Engineer.
On -Call Hydraulic Modeling and Potable
Water System Comprehensive Preliminary
Design Study, City of Sunnyvale, Hydraulic
Modeling
ADDITIONAL EXPERIENCE
Potable Water Hydraulic Modeling
City of Santa Clara, California
Hydraulic Modeling, Calibration, GIS. HydroScience was retained by the City of Santa Clara to calibrate the City' s potable water system hydraulic model and use the calibrated model evaluate the system under various conditions. Using the
City' s current hydraulic model, this project included preparing and implementing a calibration plan complete with hydrant flow testing; fully calibrating the hydraulic model; preparing average day demand, maximum day demand, and peak hour
demand scenarios; and then using those scenarios to identify deficiencies in the system under fire flow conditions. The resulting accuracy of the
hydraulic model for steady state and 24- hour extended period simulation was within 5%.
Recycled Water Facilities Plan
Cities of San Mateo and Foster City/EMID,
California
Support Engineer. After receiving a facilities planning grant from the SWRCB, the Cities of San Mateo and Foster City/ Estero Municipal Improvement District ( EMID) began actively evaluating recycled water opportunities within their service
areas. HydroScience accelerated preparation
of the Recycled Water Facilities Plan to form the
basis for future recycled water infrastructure design and construction, and to identify new opportunities to maximize the Cities beneficial uses of recycled water. HydroScience also coordinated
with the Cities and the California Water Service
Company, an investor -owned water utility in San
Mateo, to establish a relationship for future partnership. HydroScience evaluated water supply alternatives as well as long- term potential for direct and indirect potable reuse. The Study was submitted and approved by the SWRCB in 2017
for a Water Recycling Funding Program Grant,
The Cities received $ 75, 000 in grant funding for
the successful completion of the Study.
Grandpark Water Master Plan
Sacramento County, California
Hydraulic Modeling. Grandpark is located in the
Natomas area of unincorporated Sacramento
County. The proposed project will include 24, 00
residential dwelling units, commercial, schools,
parks, and mixed -use land uses over approximately 5, 675 acres. The project is anticipated to have a buildout of 30 years. The Potable Water
Master Plan was prepared to analyze the water
treatment, transmission, and distribution infrastructure, as well as the water supply and technical requirements in support of Grandpark.
Freedom Blvd. Water and Sewer
Improvements - Phase 1 Preliminary
Design Report
City of Watsonville, California
Water Modeling. The City has contracted with
HydroScience to assess the sewer and water facilities in the area relative to current design and separation standards, hydraulic capacity needs,
existing pipeline conditions and alignment constraints. This first phase will include hydraulic modeling, condition assessment, standards review, and site assessment to inform improvement needs and recommendations. Additionally, HydroScience will review the City' s water design standard details and specifications to identify
whether updates/ revisions are pru16 17
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Rachel Yenney
Support Engineer
EDUCATION
M. S. Environmental Engineering,
Stanford University, California
B. S. Physics, Bloomsburg
University of Pennsylvania
REGISTRATION
Engineer - in -Training, California
HydroScience4l
A recent graduate of Stanford University' s Master of Science program in Environmental Engineering, Rachel is currently providing engineering support services for planning and hydraulic modeling projects in the California Bay Area and Central Valley. Rachel specializes in hydraulic modeling, regulatory compliance, and flow evaluation, and has worked for clients including the City of Milpitas, the City of Watsonville, the City of Mountain View, Zone 7 Water Agency, and Livermore- Amador Valley Water Management Agency, among others.
PROJECTS INCLUDED IN THIS PROPOSAL
Sewer Master Plan, City of Milpitas,
Support Engineer.
Water and Sewer Master Plans, City of
Mountain View, Sewer Hydraulic Modeling
ADDITIONAL EXPERIENCE
City of Manteca UWMP
City of Manteca, California
Support Engineer. HydroScience is working with
the City to develop a comprehensive UWMP that
documents the anticipated water demands and
water supply into the future. The Plan addresses
water supply reliability under average dry year,
single dry year, and five consecutive dry year
conditions with projections in five- year increments through 2040, LeeBeach Subbasin Storm Sewer Study
City of Watsonville, California
Support Engineer. The City of Watsonville operates and maintains a storm sewer system that covers 21 square miles and serves approximately
55,000 customers. The storm sewer in the vicinity of Lee Road and West Beach Street, where a new development is close to breaking ground, is
subject to flooding. HydroScience was contracted to conduct a Storm Sewer Study for this area to help assess impacts/ influences of future development on their already strained system, as well as inform options for needed improvements to
alleviate flooding in this area. This Study includes
building a hydraulic model using InfoWorks ICM
for a portion of the Watsonville Slough Sub -basin;
conducting a hydraulic analysis to identify storm
sewer sections with capacity deficiencies; identifying projects that may potentially route City flows away from private properties; and preparing a
report with project recommendations and associated cost estimates. Rachel' s duties included building and calibrating the storm drain hydraulic
model, helping develop a set of recommendations for improvement projects to address flooding, and drafting the deliverable report.
Storage and Flow Analysis and Pipeline
Inspection and Evaluation
Livermore- Amador Valley Water Management
Agency ( LAVWMA), Alameda County, California
Support Engineer. As part of a two -pronged
study, LAVWMA contracted with HydroScience
Engineers to perform pipeline inspection and
evaluation on selected portions of over 15 miles
of LAVWMA pipelines in order to project remaining useful life of each section tested. HydroScience will employ best professional judgment in assessing the findings of the sections tested and
data received from LAVWMA to provide an estimated useful life for the remaining pipeline sections. This work includes inspection prioritization and planning, CCTV and/ or multi -sensor inspections, condition assessment, and preparation of a technical memorandum documenting findings,
recommendations for additional inspections, and
basis for remaining useful life calculations. Rachel' s duties included reviewing, organizing, and presenting the piped system using GIS.
Freedom Blvd. Water and Sewer
Improvements
City of Watsonville, California
Sewer Modeling. The City has contracted with
HydroScience to assess the sewer and water facilities in the area relative to current design and separation standards, hydraulic capacity needs,
existing pipeline conditions and alignment constraints. This first phase will include hydraulic modeling, condition assessment, standards review, and site assessment to inform improvement needs and recommendations. Additionally, HydroScience will review the City' s water design
standard details and specifications to identify
whether updates/ revisions are prudent.
HydroScience Engineers
65 18
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Todd Cristiano
PROJECT MANAGER - WATER STUDY
Senior Manager
ROLE
Todd will manage the day-to-day aspects of the water rate study ensuring it is within budget, on schedule, and effectively meets the City' s objectives. He will also lead the consulting staff in conducting analyses and preparing deliverables for the project.
PROFILE
Todd has nearly 20 years of utility finance experience- 14 years as a consultant to utilities and 6 years as the Manager of Rates at Denver Water. He has completed studies across the U.S. for water, wastewater, stormwater, electric, and gas utilities. His experience covers technical areas and industries such as municipal fee development, utility cost -of -service and rate structure studies, economic feasibility analyses, impact fee studies, and budget processes. While at Denver Water, he oversaw four significant rate- and fee -related studies, all unanimously approved by the Board of Water Commissioners, and also served as interim budget manager at Denver Water. As a member of the AWWA, he has helped to develop industry guidelines regarding financial and rate -making practices. In particular, as the Chair of the AWWA Rates and Charges Committee, he co- authored the water reuse chapter in the latest edition of Manual MI, Principles of Water Rates, Fees and Charges. Todd is also co -instructor for the AWWA' s biennial Financial Management: Cost -of -Service Rate -Making Seminar.
KEY PROJECT EXPERIENCE
City of Milpitas ( CA)
Todd is the project manager on this engagement. The City of Milpitas retained Raftelis to complete a water and wastewater financial plan analysis as part of their water and wastewater master plan efforts. In addition, the City requested an Specialties
Financial planning
Cost -of -service & rate structure
studies
Litigation support
Economic feasibility analyses
Impact fee studies - utility & non -
utility
Reviews of policies, procedures, &
operating practices
Budget processes
Professional History
Raftelis: Senior Manager ( 2019-
present); Manager
2017- 2018)
Stantec ( 2016- 2017)
Denver Water: Manager of Rates
2010- 2016)
Malcolm Pirnie- Arcadis- US
2005- 2010)
Black & Veatch ( 1998- 2005)
Education
Master of Business Administration
University of Colorado ( 2003)
Bachelor of Science in Chemical
Engineering - University of Tulsa
1995)
Professional Memberships
AWWA: Rates & Charges
Committee, Lead Manual M1
Update
WEF
update of their capacity fees to ensure growth -related costs were recovered from new development. Raftelis developed financial plans considering the anticipated projects from the master plan results. We also developed water and wastewater financial plan models for the City' s budget and revenue planning. The City also wanted an update of their miscellaneous fees for utility services. Raftelis met with staff to review the time and materials required for those various fees ( turn on, turn off, new meter install, etc.) Finally, the City is beginning to investigate creating a storm drainage utility. They requested Raftelis to aggregate all O& M -related costs from the various general fund departments related to storm drainage to develop an annual revenue requirement and a conceptual fee to provide service.
PROJECT LIST
Mammoth Community Water District (CA) — Water and wastewater rate study Sacramento Sanitation District ( CA) — Bond feasibility study City of San Diego (CA) — comprehensive water, wastewater, and recycled water fee study HydroScience Engineers
66 19
ATTACHMENT 2
City of Manteca • Water Master Plan & Rate Study
Robert Shibatani - The SHIBATANI GROUP, Inc.
Water Sustainability and Regulations
Mr. Shibatani is an empirical hydrologist with over 35 years of collective experience in physical hydrology, watershed resource management, and operational water consulting. He is a noted international and California expert in water resources, flood damage, reservoir operations, groundwater safe yield, climate change hydrology, and water supply development. Mr. Shibatani has appeared as an expert witness on behalf of the City of Chino on the Chino Groundwater Basin Safe Yield Offset continuing jurisdiction. He has technically advised various institutional bodies over the years including the SWRCB, CVRWQCB, Delta Stewardship Council, California State Assembly - Speaker' s Office, California Water Commission, ASCEIEWRI, Association of California Water Agencies, and other public and private water resource agencies.
Mr. Shibatani has managed some of California' s most high profile federal/ State water projects involving CVPiSWP operations, COA, OCAP and Delta operations, federal water contracting, water transfers, and regional multiple - party water agreements.
Select Water Expert Witness Experience
Groundwater Safe Yield Reset Continuing Jurisdiction - City of Chino - Mr. Shibatani was retained by the City of Chino to serve as a groundwater and hydrological expert in the Chino Groundwater Basin Safe Yield Reset continuing adjudication and provide expert evidence.
Los Robles Del Mar - Jackson DeMarco Tidus Peckenpaugh - Mr.
Shibatani was a retained expert for the Los Robles Del Mar development project in the San Luis Obispo region of the Central Coast involving State Water Project water importation, groundwater reliability, acceptable unit water use, and water conservation.
Select Reservoir/ Dam Experience
Monterey Peninsula Water Supply Development Options - Pine Creek Reservoir - Monterey Peninsula Water Management District MPWMD) - Mr. Shibatani led development efforts to identify and investigate new long- term water supply solutions for MPWMD including new off -stream dams in the Carmel River watershed.
Alder Dam and Reservoir - El Dorado County Water Agency - Mr.
Shibatani was the principal author of the Alder Dam and Reservoir Basin Study proposal on behalf of EDCWA as part of the U. S. Bureau of Reclamation' s Basin Study program under the SECURE Water Act of 2009.
Select Water Related Project Experience — Planning
Initiatives
Water Resources Development Management Plan - El Dorado County Water Agency - Mr. Shibatani was the Co -Principal responsible for all environmental screening -level work associated with the county' s efforts to develop a long- term water development master plan.
California Water Plan Update 2013 - Department of Water Resources - Mr. Shibatani worked with DWR hydrological teams to verify water portfolio data and reconfirm Planning Area water balances for this Statewide Water Plan update.
American River Basin Cumulative Impact Report - U. S. Bureau of Reclamation and Placer County Water Agency- Mr. Shibatani, as an expert in local water agency operations, provided technical oversight to ensure accuracy of a cumulative impact assessment report in documenting long- term water -related effects to the American River Basin to the year 2030.
Select Water Related Project Experience — Water
Contractin- gMater Riqhts
Central Valley Project Water Supply Contract Final EiR - El Dorado County Water Agency - Mr. Shibatani prepared the hydrological expert evidence legal memorandum describing the technical advantages and disadvantages of various in -stream hydrological mitigation measures identified in the Final EIR and MMRP.
Water Supply Acquisition - Whitney Oaks, Live Oaks, Signature Properties, and Jenamar Communities - Mr. Shibatani was the strategic water supply advisor for this development consortium in prioritizing firm yield water availability options for the proposed Placer Vineyards residential development.
Select Groundwater Related Proiect Experience
Long -Term Groundwater Stabilization Project EiR - Placer County Water Agency and Northridge Water District - Mr.
Shibatani was the Senior Project Manager overseeing the EIR to assess stabilization of the regional groundwater aquifer in the north Sacramento County area by the Northridge Water District implementing an in -lieu recharge program through purchased water rights water from Placer County Water Agency.
Los Robles Del Mar Water Supply Reliability Study - Tri- Cities Mesa Groundwater Basin - San Luis Obispo Local Agency
Formation Commission - City of Pismo Beach - Mr. Shibatani was retained to provide expert opinions on water supply reliability for the long- standing City of Pismo Beach annexation for the Los Roble Del Mar project with a focus on saline intrusion and long- term groundwater yield from the Tri- Cities Mesa Groundwater Basin.
Education
Master of Science ( Watershed Hydrology), 1988
Trent University, Cum Laude ( Ontario, Canada)
Watershed Ecosystems Graduate Program
Bachelor of Science ( Hydrology & Geomorphology), 1984
University of Toronto ( Ontario, Canada), Earth and Environmental Sciences Program
HydroScience Engineers
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Qualifications
30 years of
environmental
compliance
experience
Extensive
experience
preparing
environmental
documents for
federal and
state
agencies and
local
governments
and
jurisdictions
Served as a
project
manager for
numerous
environmental
compliance
documents
and technical
studies
related to infill
housing
projects
John E. Gifford - CEQA
Education: LLB. Law, Western State University ( ABA), Fullerton, California Certification: Pretreatment Inspection, Sacramento State University Advanced Wastewater Treatment, Sacramento State University Mr. John Gifford has more than 30 years of experience in managing environmental studies and compliance programs. His work includes coordination and supervision of complex, controversial programs for local municipalities, county governments and federal agencies. He is the recipient of various awards for excellence from the Department of Defense for his work on critical infrastructure EIR/ EIS documents and for strategic environmental planning programs. He has managed programs that were recognized by the General Services Administration (GSA) as # 1 in customer service for 7 consecutive years. Mr. Gifford is a current member of the NAEP NEPA Policy and Energy Committees and has served on the SCAQMD Rules TAC Committee, the California TRITAC and Western Association of Governors TAC. He is the author of various articles covering economic trends, community BRAC environmental approaches and legal analysis. Project experience includes:
Golden Gate Bridge, Lead Cleanup Phase II, Golden Gate Bridge Highway Transportation District, County of San Francisco, CA
Mr. John Gifford was the Project Manager for environmental studies and NEPA/ CEQA documentation for the Lead Cleanup Phase II Project. The work involved cleanup of lead paint residue located under the North Tower of the bridge. The environmental services included review and analysis of existing environmental studies and design documents, preparation of environmental documents, supervising field staff, defining, and recommending project alternatives, and assistance in obtaining appropriate permits and releases to accomplish the work.
USS Iowa - BB61, Port of Los Angeles, Technical Studies and Focused EIR.
Benicia, Solano County, CA.
Project Manager for the environmental analysis and NEPA documents for relocating the USS Iowa Battleship from Suisun Bay to the Port of Los Angeles.
Work included coordination with the US Navy, Solano County, Port of LA, Coastal Commission, USFWS, and 4 regional AQMDs.
Eagle Canyon Dam EA/ EIR, Riverside County Flood Control District, CA CTC- IS Communications EA, US Army, Fort Irwin, CA
Pacific L. A. Marine Terminal SEIS/ SEIR, Port of Los Angeles, CA Groundwater Impacts EIR, Upper Chino Basin Groundwater Basin - Chino Basin Watermaster, CBMWD, Rancho Cucamonga, CA.
Impoundment Reservoirs IS/ MND, San Diego Regional Water Quality Control Board, Winchester, CA
Temescal Creek Pipeline ISMND and Live Stream Discharge NPDES Permit, Elsinore, CA
North Basin Recharge Facility EIR, City of Riverside, Public Utilities Department, Colton, CA
HydroScience Engineers
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PROJECT UNDERSTANDING AND APPROACH
Understanding
The City is seeking professional services to develop a Water Master Plan ( WMP) and a Water Rate Study ( WRS). The City provides 4,620 million gallons to about 84, 400 through generally poor condition and designed distribution pipes.
The City purchases 50% treated surface waterfrom South San Joaquin Irrigation District ( SSJID) and produces 50% from 17 City -owned groundwater wells which are blended and treated prior to entering the distribution system. Groundwater comes from the Eastern San Joaquin Groundwater Subbasin which is in an overdraft state according to DWR. In addition, fourteen wells now include treatment for Arsenic, Manganese, and/ or 1, 2, 3- TCP) to meet EPA regulations. These new regulations and worsening conditions including severe drought have
led the City to be in a reactionary mode diverting resources labor and funds) from the plan set by the 2005 WMP. As
such, a major focus is to determine the sustainability of the City' s water sources and develop the best overall design approach that provides long term reliability ( 50 years and beyond) and shields the City to the extent possible from regulations, drought conditions, and increased labor, material, and construction costs. The main WMP objectives enables the City to:
Become a water sustainability leader working in
partnership with other agencies,
Operate a water system that is safe, sustainable, reliable, resilient, efficient, and low risk,
Improve resiliencyandminimizethe effects ofoutside forces such as drought, increasing, regulatory requirements, and increasing maintenance and operations costs, Strategize planning
and budgeting efforts to implement water system
enhancements, and Maintain a
high level of system reliability and efficiency for current and future demands during normal, drought and emergency situations.
The Water
Rate Study includes an interim rate structure to bring rates up to 2021 levels since it was last evaluated in 2008. It will provide the City with the appropriate funding to continue meeting its annual expenditures untilafinal rate structure can be implemented. The objective is to develop a financial and rate plan incorporating the results from the WMP that will ensure the financial health of the utility over the next 50 years. The financial plan and rate strategy objective achieves the following: HydroScience Engineers
Chooses an
overall system design that balances sustainability and
resiliency with cost of service, Generates sufficient
revenue to meet current and future operating costs,
debt obligations, and WMP CIP
needs factoring in timing of receiving grants, Meets cost of service standards for fair, equitable, and reasonable rates and fees, and Strategizes rate
increases during the planning period. Approach Many
water
systems are affected by a number of factors including aging infrastructure, maintenance needs, changing water demands, soil condition, regulations, water quality, source and
availability of supply, technology, and funding. Typically, improvement projects are developed based on growth, risk,
deficiency, opportunity, enhancement, and/orfunding. Establishing an equitable, sustainable, and resilient rate structure to finance these improvements is critical to the overall success ofa well - developed WMP. Another important factor is water sustainability and current and future regulations that may impact water supply. Rapid growth in the City increases the need for the City to assess current supply reliability and feasibility of potential new supplies. Our approach
is intended to provide the City with comprehensive WMP
and WRS that meets the City' s stated objectives
while maintaining the project budget and schedule. A
key component of this project is to develop an Interim Water Rate Study based on existing conditions and information while other elements are being developed. Our Project
Team has been designed so that Raftelis and Shibatani Group can work simultaneously and collaboratively with HydroScience to meet the City's goals and objectives in atimely
manner. This will also allow for efficient use of City staff' s time since these components often involve different departments and individuals. As such, it is expected that the subconsultants will work directly with the City on these items while keeping HydroScience informed. HydroScience will monitor progress, budget, and schedule, and address any concerns the
City may have regarding performance. Wewill also review all deliverables for QA/QC prior to submittal to the City. We have successfully worked with these subconsultants in the past in asimilar manner on similar projects. Asummary
of subconsultant responsibilities, specific tasks as identified in the RFP along with associated key deliverables, and approach have been organized as follows: 69 22
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Subconsultant Responsibilities
Raftelis - perform water rate studies, which includes an Interim and Final WRS and assist in public meetings, outreach, and council meetings as it relates to the work performed.
Task 2 — Interim Water Rate Study, Approval, and Adoption Task 9 — Final Water Rate Study ( in collaboration with HydroScience)
Task 10 — Public Meetings, Outreach and City Council
Presentations ( in collaboration with HydroScience)
Raftelis' approach is to conduct an initial rate structure pricing objectives workshop to understand current structure, critical issues, constraints, and political and economic environment.
Based on these results, review of background data, and
Raftelis' extensive experience in utility financing, they will develop alternatives for the Interim Rate Study using the City' s existing CIP followed by a Final Water Rate Study using CIP data developed as part of this WMP.
Shibatani — examine the long-term reliability of the City' s water supply sources and delivery allocations and develop a water supply strategy that diversifies the City' s water supply and strengthens its reliability so that long- term sustainability can be secured and the potential risks from any of a range of threats be effectively minimized. In addition, define the regulatory constraints and risks associated with maintaining current and projected future City water supplies.
Task 4 —Water Sustainability Study Technical Memorandum TM)
Task 5 — Regulations Impacting Water Systems TM
Shibatani' s approach is to gain thorough knowledge of
the City' s existing agreement with SSJID and the chain of subsequent agreements from SSJID up through the water
supply hierarchy. It is important to understand the stipulations and accuracy of the City' s agreement with SSJID and with others like Oakdale Irrigation District, PG& E, Tuolumne Utility District and the U. S. Bureau of Reclamation for Stanislaus River water via operations of New Melones Reservoir. The core provisions of the SSJID agreement for Stanislaus River water are becoming increasingly less secure due to U. S.
Department of Interior changes in New Melones Reservoir operating policy dueto reduced CVP yield from environmental regulatory needs and climate change. To the extent SSJID relies on other surface storage reservoirs through the
Tri- Dam Project, similar review of current and anticipated future changes in operational rules would be required. As Woodward Reservoir also provides SSJID with an additional 36, 000 AF of water storage, it too will be reviewed.
In addition, Shibatani will evaluate City' s reliance on continued groundwater supply from the Eastern Subbasin, continuing recycled water production, existing and projected future pumping capabilities of private facilities ( e. g., MUSD) as well as other agricultural users and Eckerts Cold Storage. As part of this examination, Shibatani will confirm the firm yield status of SSJID' s other delivery obligations to both consumptive users and the environment. Half of SSJID' s 28 production wells lie within the City' s planning area and pumped groundwater within this area is exported outside of the City. Based on the 2015 SSJID Agricultural Water Management Plan, between
2, 600 and 6,300 AFA is pumped by these wells. Shibatani will corroborate all groundwater depletions from areas within its planning area.
Shibatani will assess a reasonable confidence limit range that can be ascribed to precipitation, water storage, diversion/ withdrawal capabilities, conveyance losses, consumptive demand, etc. He will examine the City' s future water supply risks based on current, best -available climate change
information. Regulatory constraints on water supply may stem from any one or several of the following water -related issues:
New Melones Revised Plan of Operation (" NMRPO");
Operational changes in any of the Tri- Dam Project
reservoirs:
Bay -Delta Water Quality Control Objectives ( e.g., X2, Delta outflow, E/ I ratio, etc.);
Clean Water Act — "Waters of the U. S" further guidance; New minimum instream flow standards imposed by the
SWRCB;
SWRCB Imposed " Term 91" for unbalanced Delta
conditions;
Amendments to existing Biological Opinions for Chinook
salmon and/ or delta smelt;
California " WaterFIX" prescriptions;
TUD and PG& E water system component transfers;
USEPA guidance or rulings on Trichloropropane ( TCP);
Safe Drinking Water Act;
Prohibition of surplus water sales to westside farmers
e. g., via Delta pumping to Kern County);
The continually developing ( and likely evolving) SGMA
process will be the primary framework under which any such constraints on the Eastern Subbasin groundwater will be made. At this time, it is not foreseeable that any significant regulatory requirements would be drafted and enacted
outside of the SGMA process.
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AES — prepare a Programmatic Environmental Impact Report PEIR) that addresses the series of WMP actions characterized as one large project or program (CEQA Guidelines § 15168(a)).
The PEIR considers the City' s proposed WMP and analyzes impacts associated with existing and future water system facilities. The PEIR will be developed to provide an overview of the WMP and allow tiering of each subsequent action in the program. These actions can be evaluated as they arise to determine if additional environmental documentation is required ( CEQA Guidelines § 15168( c)).
Task 13 — Water Master Plan Environmental Document
The process for development of a programmatic document
under CEQA is identical with a project -level EIR. However, the analysis is different, and the cost and schedule requirements are typically less. AES' approach to the PEIR will allow the City flexibility in modifying future elements and may eliminate the need to circulate an amended PEIR if significant changes do occur. The PEIR will include:
A project description that will allow the City flexibility in modifying future elements and reduce the need to
circulate an amended EIR if significant changes do occur.
An overview and summary of impacts associated with the
WMP elements and appropriate alternatives.
A focus on regional cumulative impacts associated with
the WMP.
The development of an overarching alternative and
mitigation measures to allow greater flexibility to make future element determinations.
Aframeworkthat enhances reuse of data and prior analysis to streamline tiering for future element implementation or substantive changes in the program.
The remaining RFP tasks will be completed by HydroScience.
Below is the description of the methods we intend to
implement.
Project Management
The key to staying within budget and on schedule begins with a detailed description of the scope, deliverables, and milestones as outlined in this proposal. This will be confirmed with the City from the start at our kickoff meeting. To facilitate timely progress and clearly define responsibilities, HydroScience has carefully organized key deliverables and task leads as follows:
HydroScience Engineers
HydroScience
Hydraulic Model Software Evaluation
Hydraulic Model Calibration Plan
City Growth and Development Study
Overall Water System Design Alternatives
Overall Pipe Network Design Alternatives
Water Master Plan including CIP and schedule
Separate Feasibility Studies
Outreach Material and Council Presentation Material
Shibatani
Water Sustainability Study
Regulations Impacting Water Systems
Raftelis
Interim Water Rate Study
Final Water Rate Study
Financial Plan
Outreach Material and Council Presentation Material
AES
WMP Environmental Document
Key deliverables/ milestones are identified on the project schedule. To obtain timely review of deliverables, our
approach includes conducting workshops to facilitate and coordinate feedback from City staff. In addition, we have dedicated local resources for the duration of the project to maintain consistency and effectiveness. The City will be regularly updated on project status and will be advised early of any issues and proposed corrective actions. This can be done via email or video conference call based on City preference on a biweekly basis. The City will receive an update on schedule and budget immediately if there are any changes. Every meeting will be preceded by a clear
agenda and followed by minutes, action items, and decision logs. This process allows us to work as partners with the City and closely tailor our planning documents to City processes and function. Project Management and QA/ QC will be
incorporated throughout the project and will not have a separate task and fee.
Collaboration with City Staff and Stakeholders. Collaboration with City staff will start with finalizing the scope, schedule, and fee for contract execution. A kickoff meeting will give the key project team members an opportunity to meet, establish project communications protocol, refine project objectives and an opportunity to fine- tune the project approach.
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Milestone workshops identified in the Work Plan will provide an opportunity for the HydroScience Team to present the deliverable and respond to any questions the City might have.
It is an opportunity for multiple reviewers and our team to work together to resolve any potential conflicts and progress with a similar basis of understanding for decisions made and the path moving forward.
In addition, HydroScience will coordinate information
gathering and collaborate on possible water supply
strategies from local sources and the City' s regional water purveyor. HydroScience acknowledges that the operations and maintenance staff is an invaluable resource for system knowledge obtained from working in the field on a daily basis. HydroScience will work with City operations and
maintenance staff to collect information and discuss known deficiencies. We will accompany City personnel on site visits to all major facilities such as turnouts, interties, groundwater wells, pump stations, and storage tanks in order to include a comprehensive understanding of the facilities.
Hydraulic Model Selection, Development, and Calibration.
Since the City does not have an existing model, it is important to select a modeling software that will meet the City' s needs and objectives without being overly complicated or costly.
We will work with the City to identify the priorities for selecting the right hydraulic modeling software and then conduct an evaluation to identify the software best suited for the City' s near- and long- term application. A TM will be prepared and presented to the City at a workshop to facilitate selection.
If developed properly, the hydraulic model has key
functionality that will enhance the ability of the tool to be used for a wide a variety of purposes. The following describes the key elements HydroScience staff will focus on in the development of the model.
Geographical Information System ( GIS) — GIS is critical to working with the hydraulic model. We will incorporate the City' s GIS files and confirm the complete transfer of information to the hydraulic model elements. If available, we will review lidar map files used to establish system elevations to assure the accuracy of the elevation
extraction; incorrect elevations can generate inaccurate results. Missing GIS data will be completed using
information from record drawings, the prior Master Plans and maintenance records such as pump curves and repair
history provided by the City.
Calibration — Prior to using the model as an operational and planning tool, it must be calibrated within an
acceptable level of accuracy appropriate for the intended purpose. The target accuracy will be 10% for the hydraulic model results for at least 90% of field measurements.
HydroScience will prepare a Calibration Plan for the City' s review and approval prior to City implementation. The plan will consist of a two to three-dayfield data collection testing plan that includes water distribution system pressure and hydrant flows that City staff will gather with oversight from HydroScience. Data loggers are recommended for this
activity. Any events or anomalies, such as a hydrants used for construction purposes, major breaks and leaks, or any unusual or significant demands on the system can cause
results to fall outside of the calibration target. The keys to achieving a high level of accuracy in the model is to have a complete understanding of system operation to the extent possible for the duration of the calibration period; the accuracy of data collected at the meters during hydrant testing; and identification of any events that would affect water demand and/ or pressure. This data, in conjunction with City approved system operational metrics from
SCADA such as tank levels, turnout flows, booster pump
status, and groundwater well pressure and flow, will be used to calibrate the model under steady state conditions.
Extended Period Simulation ( EPS)- Steady state simulation captures a moment in time when the system is operating
under a particular condition, most commonly average
day demand ( ADD), maximum day demand ( MDD), or
peak hour demand ( PHD). Extended period simulations,
referred to as EPS, are intended to be representative
of system operation in response to diurnal water use
patterns. Diurnal curves show variation in demand over a 24- hour period and different customertypes have different demand patterns. In addition, diurnal curves can capture seasonal differences. With EPS, water supply, storage,
and water quality conditions can be evaluated to assess whether there is adequate capacity and turnover within
the system. System components can also be evaluated
for efficiency.
As part of calibration under an EPS we will review SCADA data for tank levels; booster pump station operation data; water supply patterns at turnouts and/ or groundwater wells; and, if available, diurnal water use represented by both residential and non- residential type users over a designated 24-hr period Hourly tank levels and supply/ production information will also provide valuable information about how and when the system peaks. Actual operating conditions and parameters will either be applied to the various components in the system hydraulic model, such as tanks, turnouts, groundwater wells and pump stations; or used to compare system responses in the hydraulic model with live operation; or some combination of the two. Whereas steady state calibration compares field hydrant test results with static and residual pressures. We propose to complete both steady state and EPS calibrations.
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Water Duality — Once developed, the model can be
leveraged as a tool to perform tracer analysis and other water quality analyses such as water age; and assistance in identifying potential validation scenarios that can impact water quality. This feature can be used to assess impacts of new regulations and changes in groundwater quality
when assessing existing and potential new water supplies for feasibility and sustainability.
Operations — The model will be developed for operational flexibility in allowing for system optimization. Considering the potential for a centralized system with different
pressure zones, water sources, storage facilities, and
other major facilities, there are several permutations and potential operational scenarios that can be evaluated
using the model. Our team includes certified distribution operators who have hands- on experience in operating
Grade 5 distribution systems. We have valuable technical expertise and practical experience that can benefit the project.
SCADA/ Electrical — The model will be developed for
functionality that simulates actual field operational
parameters with flexibility in adding possible automation enhancements; gather SCADA . information; identify
locations for measuring devices to gather additional
information for calibration and diurnal pattern development; ensure the model can be used to assess energy cost and
provide recommendations for SCADA improvements.
Capital Improvement Program ( CIP) — The model will
be developed to assist in identifying existing and future potential deficiencies, improvements, and evaluate
related CIP projects. We will incorporate specific design criteria based on industry and City standards and develop scenarios to confirm if design criteria are being met,
identify and evaluate deficiencies, and prioritize based on vulnerability and risk.
City Growth and Development and Water Demand Analysis.
HydroScience is currently working with the City in developing the 2020 UWMP. As such, we are familiar with the City' s projected growth. We will utilize our knowledge to examine the rate of house building and commercial and industrial expansion and compare it with the UWMP projections and
maximum water supply availability.
The City' s service area has a unique composition of users and water demand and it is important to develop use factors that represent actual customer usage. Using the metered water usage data for the past five years as well as GIS land use plans, we will establish annual demands by users and normalize by land use types. By this method, we can define water usage as unit factors of water demand per parcel area gpd/ acre) or per dwelling unit ( gpd/ DU). Area based usage factors will be developed for various public ( e. g. schools and parks), commercial, industrial, and multi -family residential parcels. Single- family residential water usage factors will be per parcel. Once established, these unit factors can be applied to current and future land uses using GIS and forfuture population increase/ densification, escalation factors can be applied to discreet land uses expected to grow over time.
Future demand forecasting will be based on a combination of land use plans, planned development, the 2020 UWMP,
General Plan Update forecasts, and anticipated growth; and will take into consideration sites that are irrigated with raw well water and the potential for future recycled water use.
Peaking factors will be based on metered usage and seasonal peaking. The resulting water use factors in conjunction with land use information, will be used to populate the hydraulic modeling scenarios to represent current and forecast for future conditions.
Capital Improvement Plan ( CIP). The HydroScience team will develop a recommended CIP that describes a logical and
carefully considered set of prioritized CIP projects for new facilities that are required to meet future water supply and distribution needs, including projects that may be needed to rehabilitate or replace existing infrastructure. This CIP will be based on the conditions of the existing system and its long- term operation to meet future needs, to develop a priority array of anticipated projects. Capacity projects will be identified based on a need to correct deficiencies during modeled condition scenarios. Rehabilitation and replacement will be based on the useful remaining life of existing facilities based on time of installation and condition of the asset as well as available budget. The HydroScience team will work collaboratively with the City to identify and verify projects to create a comprehensive CIP and triggers for each project.
The projects will be evaluated using a pre -determined list of criteria developed with the City. The criteria may include factors such as availability of funding, ease of operation and maintenance, safety and security, enhance water quality, cost saving measures, etc. Each criterion will be weighed against the others to determine importance and then each project will be rated against the criteria using a matrix. The result will be a prioritized and ranked list of projects, allowing the City to address the most pressing and important needs early in the CIP. The CIP will be integrated into the overall Master Plan and will include a time schedule for implementation over the 20- year planning horizon.
Overall Water System and Pipe Network Design
Alternatives. While system -wide evaluation of supply and demand is valuable from a big picture perspective, the
development of Overall Water System Design Alternatives will drill down a level to also address future ongoing needs for up to 50 years.
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Our approach will be to develop a range of alternatives for longer term needs for system reliability and potential new water supplies to meet both future service area and future system -wide demands. The development of three to five
alternatives allows an incremental approach to the alternatives development, where all alternatives are anticipated to include a baseline level of critical needs ( baseline alternative), as identified in the analysis of the water distribution system. The other alternatives will build off this baseline alternative to incorporate longer term needs for the City' s assets, options for increasing system flexibility, and new water supplies.
The draft 2020 UWMP highlights the vulnerability of the water supply under drought conditions and catastrophic events, and potential groundwater quality issues that the City has encountered, in part the result of over pumping. Our team will adopt a " One Water" approach, as we have done for small and large utilities, to identify water supply options that will simultaneously benefit service area and system needs. The One Water approach will facilitate casting of a wide net of options, with potential to increase supply diversity and supply reliability, such as potable reuse and storm water harvesting.
We will also take a holistic approach to integration into the City' s existing infrastructure, with consideration of the supply reliability, water quality, and climate change impacts.
The preferred Strategy alternative will set the overall direction of the City' s water supply system, and it will be important to have buy -in from City staff and managers. We will employ a transparent and defensible decision process that engages and solicits input from you, the experts on your system to lead us to the right decision.
Water Master Plan. We will leverage our existing relationship with the City and knowledge about the City' s system and the region. Our approach includes submitting a specific data request for information to the City. We will then follow with a kick- off meeting to discuss any gaps or unavailable information and develop a strategy to obtain or address the necessary information if it is not readily available. To the extent possible, technology will be used to facilitate data transfer and communication such as establishing a data
sharing site and using video or teleconferencing. The various relevant TMs will be incorporated in the overall WMP. Similar to the UWMP, we will solicit review and comment from the City as each chapter of the WMP is drafted. This will allow us to continue working on subsequent chapters and keep the progress moving forward. This will also ensure that the City is always aware of the Project status and maintain continuous involvement in the development of the WMP.
The following is intended to supplement the City's Scope of Work from the RFP:
Scope of Work
Task 1. Kickoff Meeting and Data Collection/ Preliminary Research
Kickoff Meeting and Project Overview. A kickoff meeting will be initiated within one week of receiving the notice to proceed. The meeting will be via video conference with
screen sharing capability. At the kickoff, Consultant will introduce the project team, review scope of work, discuss the initial project goals and priorities, existing operation and maintenance of the system( s) and known deficiencies, and identify data needs and collect information/ data, and discuss contacts, communication protocol, project objectives, and schedule. During this meeting, Consultant will discuss system design and operating criteria and procedures and conditions as well as institutional knowledge of the system performance and other issues identified by the City.
Collect and Review System Information and Data. Existing reports and information including, but not limited to the following will be provided by the City and reviewed as part of this task.
Maintenance records and SOPS
Pump curves
Relevant maps and inventory data
Current CIP Program ( completed, planned, designed, and pending)
GIS electronic data files
City standard performance/ design criteria ( including fire flow criteria such as flow and duration based on land use per Fire Marshal)
Water billing and supply records ( potable and recycled water, 5 yrs)
Consultant will provide the City with a complete list of information needed. If the City is unable to provide the information, Consultant will discuss data alternatives to move the project forward.
Task 2. Interim Water Rate Study, Approval, and
Adoption
The task objective is to develop a financial and rate plan that can be adopted for a 36- month period that will ensure that revenue from rates meet annual requirements. This
task consists of the evaluation of rate projections and other revenues and the ability to meet annual expenditures while meeting debt service coverage and reserve targets. As part of this task, Consultant will:
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Develop separate cash flows based on the City' s Water
Maintenance and Operation Funds, and the Water Fee
Improvement and PFIP Fund.
Forecast revenue under existing rates using the demands projections; surface water supply debt service fee, the surface water capital fee, and the PFIP water fee to access the ability of fees to fund expansion capital and the need for bond and rate revenue funding; and O& M, R& R, and
existing and proposed debt service. Incorporate new
positions, changes in operating efficiencies, etc.
Develop ' optimal' revenue requirement financial plan
balancing mix of cash funding, debt financing capital
projects while meeting reserve targets, debt service
coverage requirements, and minimizing revenue
increases. Calculate annual rate revenue adjustments
needed through the study period
Functionalize the revenue requirement into the various
facilities ( e. g., source of supply/ water rights, treatment, transmission mains, storage, fire protection, customer
billing, and meter and services)
Determine then allocate the test -year revenue requirement for the operating fund by operating expenses, pay -go
capital, debt service transfers, miscellaneous revenues, and changes in reserves to the correct demand
parameters ( e.g., volume - related, billing, meters and services). Identify costs to recovered through tier 1, 2, and 3 to ensure compliance with Prop 218.
Develop the units of service by tier or volume by tier.
Develop tier thresholds by meter size based on cost
allocation analysis in the cost of service analysis and show the separate billing components of the rate: operations, capital, debt service.
Prepare a bill and customer impact for every bill and
customer to show the change in bills under existing and proposed rates and show the total change in annual
customer bills
Assist the City in drafting and reviewing Proposition 218 notices to City customers. The interim report will include appropriate supporting data from the models to address
the requirements of Proposition 218. It is assumed that since the notice is a legal document, it shall be drafted by the City and reviewed by the City Attorney' s office.
Draft and Final Interim Water Rate Study — MS Word and
PDF electronic files
Task 3. City Growth and Development Study Technical
Memorandum
As part of this task Consultant will review available water use data, water supply data, water loss audits, and available land use and infrastructure data.
Baseline Unit Demand Analysis. With the data gathered,
Consultant will conduct a baseline demand analysis to
establish existing conditions using a land use -based
approach. Using ArcGIS, available meter and flow data and locations, parcel data, and existing land use types, Consultant will develop water use factors for various land uses. Using this approach enables varying land uses to be assigned different peaking factor and diurnal patterns. The key to this approach is the ability to correlate the metered demand to a parcel and identify the land use type for each parcel and then link it to the hydraulic model. The water baseline demand analysis will include the average day demand ( ADD) and maximum day
demand ( MDD) conditions.
Growth and Development Analysis. Consultant will review the timing of planned development and population projections identified by the General Plan Update. Existing condition water use factors developed by land use will be escalated to account for population growth. In addition, employment projections will be considered when analyzing water
use factors for non- residential parcels. Future planned developments ( e.g. residential, commercial mixed use, or office/ business parks) may require separate water use factors as they tend to be higher density and more water efficient.
Modified use factors will also be applied to new developments and existing customers receiving recycled water to account for potable water offsets for recycled water use. Conservation practices and policies and potential use of recycled water will be considered.
Using the baseline water demand analysis developed,
Consultant will build upon existing condition demands to project for the future water demands using development
plans, population projections, the current UWMP, and General Plan Update. Demand projections will be developed for the 5-, 10-, 15-, 20-, 30-, and 50- year outlooks and compared to latest UWMP projections through 2040. A discussion on the potential differences between this analysis and the UWMP data and per capita water use will be included in the TM. The City' s recent Water Loss Audits will be reviewed to incorporate unaccounted for water in projections.
City Growth and Development Study TM — MS Word and
PDF electronic files
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Task 4. Water Sustainability Study
Consultant shall confirm the firm yield status of SSJID' s other delivery obligations to both consumptive users and the
environment and corroborate all groundwater depletions from areas within its planning area. Examine recent federal and State climate change water supply analyses and hydrology reporting. The analysis will also include the latest modeling verifications through the Localized Constructed Analogs LOCA) method of empirical - statistical downscaling and the traditional Bias Correction and Spatial Disaggregation ( BCSD) method. Examine various sources of available drawdown
data for the Eastern Subbasin which has been recognized as " critically overdrafted." Review the results of the Eastern San Joaquin Water Resources Model ( ESJWRM) to identify the existing safe yield of the subbasin. The ESJWRM was developed as part of Eastern San Joaquin Groundwater
Authority early activities, of which the City is a signatory member. The ESJWRM is derived from historical conditions overthe 1995 through 2015 period. The City' s representation in the model is within the identified South Subarea and included some 224 elements. Examine the City's surface water supply as provided by SSJID. The analysis shall establish a historic baseline by examining proforma data for an extended period back to 2005 (i. e., date of first SSJID surface water delivery) and through the subsequent water years to cover a range of hydrologic water -year types. In collaboration with the City, SSJID, and/ or others, Consultant will define a target surface water delivery quantity for each of the ensuing 50+ years that would accommodate City demands, SSJID available supply, anticipated hydrological, infrastructural, operational, and regulatory constraints.
The City' s 2015 UWMP acknowledges that utilization of
stormwater ( e. g., floodwater) as a water supply source has not yet been studied in detail. However, the City owns
existing infrastructure to store and treat stormwater runoff and includes the City' s existing storm drain system consisting of approximately 170 miles of pipeline, 36 pump stations, and 35 detention basins. During rainstorms, stormwater runoff is drained through the City's current system, and/ or into SSJID drains and laterals, and ultimately discharging into the San Joaquin River. Consultant will examine progress made to date by the City on stormwater collection and storage facilities and related infrastructure and provide hydrologic and regulatory evaluation of stormwater collectionand supply potential. Consultant will review City lands for potential locations where new stormwater facilities and related appurtenances would best be located and configured as part of the City' s new stormwater collection and storage program. This potential new
water supply source will be integrated into the climate change and firm - yield analyses already made part of our scope of work. TASK
DELIVERABLES Water
Sustainability Study TM — MS Word and PDF electronic
files Task
5. Regulations Impacting Water Systems TM Consultant
will describe in detail all known risks stemming from
known or anticipated regulatory impositions at various levels of government. This assessment will extend to the City' s water supply assets including sewer, water, or recycled water infrastructure. Consultant will examine ongoing and potential future regulatory actions that may ultimately affect water deliveries tothe City. Consultant
will also identify funding programs that the City may
qualify for. Sources include both State and Federal agencies and can range from planning, to design, and construction.
Agencies that offer funding that the City may qualify
for include the following, among others: California
Infrastructure and Economic Development Bank IBank)
California
Department of Water Resources ( DWR) California
State Water Resources Control Board ( State Water
Board) USDA
Rural Development U.
S. Department ofthe Interior, Bureau of Reclamation Reclamation) Funding
may include low interest loans or grants. Funding opportunities will be documented in a brief TM. The TM will
document the eligibility requirements, types of projects that qualify, type of funding and matching requirements, and deadlines for applications. TASK
DELIVERABLES Regulations
Impacting Water Systems TM — MS Word and PDF
electronic files Funding
Opportunities TM — MS Word and PDF electronic files
Task
6. Overall Water System Design Alternatives Technical
Memorandum Consultant
will identify options forincreasing system flexibility and optimizing the City' s existing supplies. It is anticipated that expanded groundwater pumping and expanded use of non - potable
recycled water (to offset demands) will be included in
the alternatives, as there is opportunity totake advantage of these existing supplies. In addition, Consultant will identify HydroScience Engineers 76
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options for augmenting/ diversifying the City' s existing water supply, including but not limited to, implementing potable reuse and stormwater harvesting. For each potential water supply option, Consultant will characterize the available quantity, timing of availability, water quality, and reliability.
Consultant will consider existing conditions and future conditions that account for the impacts of climate change.
To support the effort to narrow down the alternatives and to solicit feedback from the City project team, Consultant will convene an Alternatives Evaluation Workshop. At the Workshop, Consultant will walk the project team through the alternatives and evaluation criteria and facilitate a discussion to come to agreement on the most promising alternatives. It is anticipated that there will be no more than three preferred alternatives.
Based on the assessment completed above, Consultant
will develop a long implementation strategy for up to three alternatives. Each alternative will progressively build off a baseline alternative that incorporates the most critical needs.
These alternatives will consider optimizing the City' s existing water supplies and augmenting water supplies. The approach will be to build alternatives that may increase yield, reliability, flexibility and resiliency. The alternatives will be sufficiently developed to support a meaningful alternatives evaluation across a number of criteria/ metrics. Characterization of the alternatives will include:
System yield as compared to future demand forecasts,
including identifying impacts and solutions for using other sources of supply
Cost of water supply
Operational flexibility
Flexibility with other alternatives and changes in demand Infrastructure capital and O& M costs
Regulatory and institutional constraints
A decision matrix will be developed to assess the alternatives and develop an informed and prioritized strategy for
implementing water supply projects.
Planning level capital and O& M costs will be developed A maximum of three alternatives will be considered for
implementation.
Overall Water System Design Alternatives TM — MS Word
and PDF electronic files
Task 7. Overall Pipe Network Design Alternatives
Technical Memorandum
It is anticipated that alternatives will include system improvements to address the critical needs of the existing potable distribution system. Consultant will use the work completed in Tasks 3 and 12 to identify the baseline
improvements.
Consultant will develop two primary alternatives, which will include a centralized and decentralized distribution system. Growth alternatives will progressively build off the baseline alternative to incorporate the critical supply needs identified in Task 6) and the best connection points to the existing distribution system and/ or the needs for additional infrastructure to support new wells and/ or transmission mains to transfer imported water to deficient areas. These alternatives will include options for optimizing the City' s distribution system and will examine the need for/ benefits of pressure zones. The approach will be to build alternatives that also consider condition, remaining useful life, and potential risk of failure of existing major pipe. The alternatives will be sufficiently developed to support a meaningful alternatives evaluation across several criteria/ metrics. Characterization of the alternatives will include:
Condition, capacity, and serviceability of the potable
distribution system
Operational flexibility
Flexibility with other alternatives and changes in demand Blending and impacts to water quality
Opportunity to repurpose infrastructure for non -potable use
Infrastructure capital and O& M costs
More detailed analysis of expanded use of recycled water will include preliminary identification of new infrastructure to support recycled water delivery. Hydraulic modeling for the recycled water system is needed to support a more accurate analysis of an expanded recycled water system. Consultant can provide a separate scope and fee to prepare a recycled water hydraulic model and provide a more detailed analysis upon request. Without hydraulic modeling, Consultant
will perform a desktop evaluation looking at alignment
alternatives. Existing large potable and raw water irrigation customers will be targeted in the desktop analysis.
A decision matrix will be developed to assess the project components and develop an informed and prioritized strategy for implementing distribution system projects.
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Planning level capital and O& M costs will be developed City will provide available information on existing major pipeline condition, age, and material. Where no information is available, Consultant will make assumptions based
on historical information and surrounding infrastructure.
Consultant cannot guarantee the accuracy of these
assumptions.
Overall Pipe Network Design Alternatives TM — MS Word
and PDF electronic files
Task 8. Water Master Plan ( WMP)
An electronic MS Word version of the draft reports will be submitted to the City to facilitate review, comments, and editing. Consultant recommends the City track changes to the document in the electronic MS Word file to distinguish comments made between different City staff. It is assumed that the City will have at least three weeks to review each draft report and that the City will provide one consolidated set of comments/ edits to resolve any conflicting comments/ edits. Consultant will conduct a review workshop with City staff. This will allow all participants to discuss and resolve any discrepancies in a timely manner. It is expected that the WMP will be organized as follows:
Executive Summary. Summary of the WMP
Section 1 — Introduction. Purpose of the update,
methodology used, and MP organization
Section 2 — Service Area. Description of City service area and land uses and discussion of anticipated growth and
basis for future water demand projections.
Section 3 — System Description. Description of City
existing System including operations and maintenance
Section 4 — Water Demands. Methodology for developing
water demands and peaking factors, summary of demand
conditions and projections, fire flows, and diurnal curves.
This section will also include factors affecting supply and demand such as climate change, new regulations, and
new construction practices.
Section 5 — Design Criteria. Discussion of criteria used to evaluate the system under various demand conditions.
This section will include a discussion on water quality, water treatment, and current and proposed regulations.
Section 6 — Hydraulic Modeling. Modeled facilities and
scenarios developed.
Section 7— Analysis and Implementation Strategy. Results of analyses including distribution pipelines, storage,
and pumping facilities, regulatory requirements, system operating conditions, and system vulnerabilities. Includes maps identifying deficiencies, alternatives, and proposed improvements.
Section 8 — Capital Improvement Program. Results of
Tasks 6 and 7 will be presented in this section, including discussion on infrastructure needs due to impacts
from current and proposed water quality regulations.
Descriptions and budgetary costs for recommended
improvements for implementation consideration into City' s CIP for the 50- year planning horizons will be provided.
Section 9 — Financial Plan. Will outline the proposed
financial plan supported by the Final Rate Study to ensure the effective management, operation, maintenance,
rehabilitation, replacement, and development of the City' s water facilities
The Master Plan will be presented to the City at the following stages:
First Draft. This draft will be prepared for internal team review
Second Draft. This will advance the First Draft by
incorporating City comments. A decision log/ comment
response matrix will be documented. It will identify
City's comment, City staff generating comment, and how
comment was addressed.
Third Draft. The Third Draft shall be substantially complete and ready for public review. City staff comments from the Second Draft review will be incorporated and a comment
response matrix provided. The report will contain a concise and well -written executive summary in layman terms that summarizes the key components of the Master Plan. City
Council shall be the target audience for the executive
summary.
Final. The Final WMP will be complete and incorporate any remaining City and public comments from the Third Draft, as appropriate.
Preliminary Draft, Second Draft, Third Draft, and Final — MS Word and PDF electronic files
Task 9. Final Water Rate Study, Approval, and Adoption
This task involves updating all the elements of the Interim Rate Study to reflect projected growth and related CIP developed as part of the WMP. The results of this task will provide viable scenarios to test the long- term revenue sufficiency of HydroScience Engineers
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proposed rate revenue adjustments to meet annual revenue requirements. The results from these cash flow scenarios will compare the timing and level of rate adjustments, timing and amount of debt required to fund the WIMP projects.
TASK DELIVERABLE`
Draft and Final Water Rate Study — MS Word and PDF
electronic files
Task 10. Public Meetings, Outreach and City Council
Presentations
Consultant will coordinate the adoption of the Interim and Final WRS and the WMP. Consultant will consolidate and
respond to comments from the public and other stakeholders and coordinate submittal of the appropriate documents to all appropriate State, local agencies and stakeholders.
As part of this task, Consultant will review agenda reports prepared by City staff, create City Council presentations up to seven presentations) and support staff and answer questions for up to five ( 5) City Council meetings. Consultant will present, alongside City staff, the Final Water Master Plan at a public hearing prior to Council adoption.
Consultant will prepare meeting materials including agenda and notes for meetings/ workshops and will host remote
meetings or public webinars as appropriate, on behalf of the City.
Task 10. 1. Strategic Communications and Stakeholder
Engagement Planning
Informed by solid primary and secondary research, the
Strategic Communications and Stakeholder Engagement
Plan will include:
A detailed Situation Analysis that clearly identifies the current state, challenges and limitations in play, along with opportunities present in the local communitythat influence the overall strategies and tactics being recommended
SMART Goals and Objectives to center the plan and set
performance markers by which the success of the effort
will be measured
An exhaustive list of Key Stakeholders and Influencers, listed using an audience map to demonstrate each groups level of interest juxtaposed against that group' s level of influence
A Key Message Platform that clearly communicates in
clear and simple terms what is to be communicated to
stakeholders
Strategies and Tactics designed to meet or exceed
campaign goals and objectives
Implementation Timeline showing step- by- step tasks with responsible parties assigned and dates by which tasks will be accomplished
The communication tools and communications pieces
to be utilized and developed as part of this planning are summarized below.
Website Development. Consultant will develop a project
website to serve as the central repository of information for stakeholders and members of the public to learn more about and become more involved with the project. Site will include engaging, interactive elements designed to draw stakeholders into the process while reducing barriers to participation. Site will integrate fully with the City' s existing social media channels and seek to serve as the hub of
community conversations
Social Media Plan. As a sub -plan to integrate with the larger document in the Strategic Communications and
Stakeholder Engagement Plan, Consultant will develop
social media content that engages stakeholders visually in new and compelling ways.
Printed Pieces. As determined through collaboration with City staff and members of the Project Management Team,
Consultant will produce a suite of printed materials such as fact sheets, infographics, community comment cards,
project brochure, etc. All pieces will feature a consistent look and feel that aligns with the City' s existing brand identity and style guidelines.
Slide Decks. Compelling slides that tell the story visually with few (if any) words are required to communicate broad project messages to key stakeholders and set the stage
for meaningful discussion and community input. Consultant will design and develop these presentation tools for use during community outreach and stakeholder engagement.
Video/ Multimedia. Few storytelling methods are as
effective as a well -produced video. If deemed an
advantage, Consultant will develop and produce a
video or series of short videos to help spread messages through a variety of existing channels, on the website, via Facebook, over Twitter, etc.
Stakeholder Engagement and Facilitation. Consultant
expert facilitators are available to assist the City
with hosting engaging, interactive experiences for
stakeholders as they engage in the process. While the
specific engagement method will be apparent through
the research and planning phase, Consultant will host
stakeholder input sessions either virtually or in - person, should public health guidelines allow.
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TASK DEL I VERABLF_ S
Draft and Final Council Presentations — MS PowerPoint
and PDF electronic files
Meeting Materials ( agendas, minutes, etc.) — MS Word
and PDF electronic files
Development of a project website
Collateral material, including fact sheets, infographics, comment cards, and project brochure
Presentations and slide decks
Video or series of short videos for distribution via social media
Task 11. Master Plan Addendum after Water Rate
Adoption ( Optional)
Same as RFP.
TASK DELIVERABLES
Revised Second Draft and Final WMP— MS Word and PDF
electronic files
Task 12. Hydraulic Models for Phased Buildout
Software Evaluation. Consultant will conduct an evaluation of hydraulic modeling software as identified in the RFP.
Consultant will identify and make recommendations
regarding the most suitable application based on the criteria and priorities of the City.
Water System Calibration Plan. Consultant will develop a calibration plan outlining the testing period and protocols, the number and locations of hydrant tests recommended, and
the locations within the system recommended for monitoring static and residual pressures during the testing period.
Available flow data obtained at the turnouts and wells will be used for calibration purposes and to develop diurnal curves to better understand daily and hourly peaking in the system.
It is assumed that metered data is available from SSJID for this purpose.
Where calibration does not meet the target accuracy,
Consultant will attempt to identify any known or suspect events that may have contributed to the outliers. It is assumed that the City will procure the necessary equipment and
implement the testing with guidance from Consultant.
Hydraulic Water Model Calibration and Scenario
Development. The model will be populated with the baseline water demands ( i. e. ADD and MDD) on a parcel/ meter basis, loading the nearest model node or pipe. Scenarios will be developed for steady state ( SS) simulations for the purpose HydroScience Engineers
of the calibration. Extended period simulations ( EPS) will be developed for system hydraulic analyses using the diurnal information obtained during the hydrant testing. SS scenarios will be developed for existing conditions for both ADD and MDD.
Diurnal patterns based on turnout meters, tank levels, wells, and pump stations during the calibration period will facilitate the development of representative system patterns for
incorporation into the EPS scenarios. At the conclusion of this effort, a fully calibrated hydraulic model can then be used to determine available capacity, pressures, and fire flows at any location within the City' s distribution system.
Using the calibrated hydraulic model, Consultant will build additional SS and EPS scenarios. If possible, EPS scenarios will incorporate separate diurnal curves to represent
residential and non- residential customers, as these two customer categories tend to use water very differently
throughout the day. Decentralized system diurnal patterns may be used to guide the development of the residential and non- residential patterns. Actual pump curves or pump test data as provided by the City will be incorporated into the model. Recommended scenarios for existing, one
interim phases, and future buildout ( 50- year) for each of the conditions including:
ADD — serves as baseline scenario
MDD and PHD — applies peaking factors and diurnal
patterns to the ADD to evaluate system operation on. a
peak summer day. Diurnal patterns applied to MDD will
represent peak hour (PHD) during the EPS scenarios. MDD scenario can be used to evaluate operational storage
and pumping efficiency. PHD evaluated to assure that
minimum pressures are maintained and velocities remain
below criteria. Improvement projects will be identified.
MDD plus Fire Flow ( FF) — used to evaluate adequacy
of system to meet fire flow while maintaining residual
pressure and velocities below criteria. Velocity criteria for emergency conditions will differ from MDD conditions to prevent oversizing. Improvement projects will be
identified.
Water Age ( Low Seasonal) — used to evaluate water
movement and turnover in the system. Conducted under
minimum day or low seasonal demand conditions to
capture worst case ( longest water age). Dead - ends and oversized mains can increase water age and in turn affect water quality. Operational changes and improvement
projects will be identified.
Each of the scenarios will be evaluated according to the design criteria developed. A discussion of the impacts of each scenario on the system along with map entifying
33 ATTACHMENT 2
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pressures and flows throughout the system will be included in the WMP. In addition, the scenarios will be used to evaluate the benefits of additional sources of supply such as additional groundwater wells and interties. Up to 12 scenarios will be evaluated ( three phases, four scenarios each),
The model will be used to evaluate pressure zone
configurations, pump station/ tank/ well setting, and valve operation to optimize performance and minimize energy
costs. Scenarios will be developed to incorporate proposed improvements for MDD, PHD, MDD+ FF, and Water Age
Conditions. Recommended improvements will consist of
pipeline and/ or pump station sizing and upsizing and/ or new storage needs with general locations identified based on hydraulic deficiencies. The results of this analysis will be documented in the WMP.
TASK DELIVERABLE4
TM for hydraulic model software selection
Calibration Plan
Draft and final electronic hydraulic model files
Task 13. Water Master Plan Environmental Document
Consultant will prepare a Programmatic Environmental Impact Report ( PEIR) that addresses the potential for environmental effects consistent with capital improvement projects as described in the current City CIP that may be implemented by the new WMP. The PEIR will address these predetermined types of capital improvement and maintenance projects
as may be addressed in the WMP. The goal is to provide
program - level CEQA compliance while supporting and
minimizing the need for subsequent environmental review of future capital improvement and maintenance projects under the WMP. It is expected that the PEIR will include the typical types of projects requiring CEQA compliance, and exclude those that are categorically exempt or that are specifically excluded as described below.
The estimated level of effort to prepare the PEIR does not include an analysis of new water supply sources or related initiatives that may be addressed in the WMP that are not consistent with the current City CIP. As the details of these non- standard potential projects are sufficiently defined, the PEIR may be revised and expanded to address new water
supply sources and strategies with a new scope of work and related costs submitted to the City for review and approval.
A draft Notice of Preparation ( NOP) for review by City staff will be prepared. The NOP will include a project description, project exhibits, description of the alternatives under consideration, a summary of environmental issues to be
HydroScience Engineers
analyzed in the PEIR, and a notice of the time and place for the scoping meeting. Consultant will file the NOP with the County Clerk and the State Clearinghouse. Distribution will be as directed by City staff, stakeholders, agencies, and interested parties.
An administrative Draft PEIR will be prepared. It will address impacts associated with the Project, and will be prepared as an objective, legally defensible, and technically precise document. Technical studies for aesthetics, air quality/ greenhouse gas emissions, biological resources, cultural resources, noise, and traffic will be performed to support the PEIR. Technical analysis for other PEIR resource issues will be based on previously prepared documents or other available information. Consultant will respond to City comments on the administrative Draft PEIR, complete revisions, and prepare the Draft PEIR for public review. Consultant will prepare and distribute the public notices for the Draft PEIR, Notice of Availability ( NOA), and the Notice of Completion ( NOC), to be reviewed and approved by City staff and file notices with the County and State Clearinghouse.
Consultant will prepare draft responses to all comments received during the Draft PEIR public review period.
Consultant will attend one meeting with the City to review the comments received and discuss the approach for responding to significant comments. It is assumed for the purposes of this proposal that a maximum of 20 individual comments will require preparation of responses, and that no new analysis of technical issues will be required. An Administrative Draft Final PEIR will be prepared for City review and comment.
Consultant will prepare a Mitigation Monitoring and Reporting Program ( MMRP), if needed. The MMRP will identify, discuss, and develop appropriate monitoring programs for any impacts that may be associated with the short-term construction and/ or long- term operation and maintenance of the project.
A Notice of Determination ( NOD) will be prepared and filed with the County Clerk and the State Clearinghouse after approval of the PEIR. A draft version of the Findings of Fact and Statement of Overriding Considerations ( based on City input) will be prepared for City review and comment, followed by a final version incorporating City comments and changes.
Draft and Final Notices ( NOP, NOC, NOD) — MS Word and
PDF electronic files
Draft and Final MMRP, as needed — MS Word and PDF
electronic files
Administrative Draft, Draft forPublic Review, Administrative Draft Final, and Final — MS Word and PDF electronic files 81 34
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Task 14. Staffing Plan
Consultant shall develop a Staffing Plan in order to evaluate the City' s current and future staffing needs in support of the Engineering Department, and the Public Works Water
Division. The objective of the plan will be to:
Determine the appropriate level of existing and future
staffing needs;
Ensure service levels will be met in consideration of a more stringent regulatory environment, aging infrastructure, and customer base growth;
Define the skillset required of future City personnel;
Support succession planning efforts and prepare for the retirement of key personnel; and,
Adequately staff the District to allow for planning functions while meeting day- to- day responsibilities.
Include estimated costs for staff time to manage, oversee, inspect, and manage the construction of projects.
Approximate level of efforts will be estimated as part of the overall project costs and converted into an estimated FTE. The types of employees who would be expected
to perform this work will also be identified to the extent feasible.
Consultant will complete a review of existing Engineering Department, and the Public Works Water Division staff and document day- to- day responsibilities along with those tasks that are required less frequently. Consultant will also review licensing requirements and document the time dedicated
to those tasks. Existing responsibilities and licensing staff needs will be documented in terms of recommended FTE' s to manage, operate, and maintain the water infrastructure.
Consultant will compare staffing levels with performance indicators identified in the " 2020 AWWA Utility Benchmarking:
Performance Management for Water and Wastewater." These indicators include:
Staffing levels
0 Total full- time equivalents ( FTEs)
0 FTEs by job category (%)
Training ( hours per employee)
Emergency response readiness training ( hours per
employee)
Customer accounts (accounts per employee)
Employee turnover (%)
Retirement eligibility (%)
Strategic workforce planning
Employee vacancy indicators
Regulatory Compliance — Water (%)
Water produced ( MGD per employee)
O& M costs for water services
0 ($/ account)
MG)
0 $/ 100 miles of pipe)
0 Treatment O& M costs ($/ MG)
0 Distribution O& M costs ($/ 100 miles of pipe)
0 O& M percentage of water services
An " Existing Staffing Plan and Recommendations" will be prepared summarizing our findings and illustrating the
comparison between the City and AWWA Benchmarking
participants. Consultant will provide recommendations on how to address deficiencies. This may include increase
staffing, training, and/ or outsourcing. Recommendations approved by the City can then be used for the Interim
Water Rate Study if additional funding is needed.
Upon completion of the Water and Recycled Water Master
Plans, the Staffing Plan will be updated to reflect the anticipated staffing needs related to the implementation of recommended projects that are the result of the
Master Plans. The Staffing Plan Update will document the anticipated responsibilities and licensing requirements in terms of recommended FTE' s to manage, operate, and
maintain the water and recycled water infrastructure.
The completion of this Plan will be intended for inclusion in the Final Water Rate Study in order to account for the appropriate level of staffing to meet long- term needs.
TASK DELIVERABLES
Existing Staffing Plan and Recommendations
Staffing Plan Update
Task 15. Recycled Water — Water Supply Strategy
The Water Supply Strategy relating to the use of recycled water will be a multi - pronged approach resulting in the phased implementation of recycled water use within the City.
The first step of this approach will be a market assessment.
The nonpotable market assessment will initially lookto connect potentially large recycled water users in the area near the City' s WQCF. These users are expected to include potentially large agricultural, landscape, and industrial customers in an area roughly bordered by Interstate 5, Highway 120, and the railroad tracks to the north. The intent for this analysis is to identify a subset of customers who would be potentially HydroScience Engineers
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cost- effective to connect to a new recycled water distribution system. These customers are expected to include the
Manteca Park Golf Course, the Big League Dreams baseball complex, the Great Wolf Lodge ( existing customer), various parks and schools, and selected other potentially large water users identified as part of reviewing meter data for the Water Master Plan.
The recommended customers identified in the market
assessment will be supplied by an expanded recycled water distribution system. It is expected that a new recycled water pump station and distribution system would be required
to pump recycled water from the WQCF to the identified
recycled water users. It is assumed that the WQCF can
produce effluent that is suitable for Title 22 unrestricted use without additional treatment. Consultant will conceptually size a storage tank, pump station, and distribution system to supply the potential recycled water customers.
Consultant will also evaluate the use of recycled water for indirect potable reuse or direct potable reuse. The quantity of water that could be reused in this manner will be estimated based on available supply and potential reuse opportunities.
It is expected that this evaluation will identify up to two potentially feasible project portfolios. These project portfolios will include groundwater recharge alternatives and treated water augmentation. All effluent is assumed to originate from the City' s WQCF. The portfolio will identify the potential treatment train, availability of effluent supply, consideration of options for brine management, and the potential location( s) where new potable reuse facilities could be located. The evaluation will focus on effluent water supply availability and potential potable reuse options and locations. A TM will document the results of this analysis and will identify whether any of the recycled water portfolios are worth further consideration as part of subsequent work. Additional work will be required as part of a separate authorization to identify the specific treatment and brine management requirements and further detail project costs.
For each portfolio, Consultant will identify the expected recycled water permitting requirements, suggested next
steps, water right requirements and entitlements, and a potential schedule for project implementation, should the City choose to proceed with implementation of one of the portfolios.
For the expansion of recycled water for nonpotable reuse, Consultant will identify rate strategies used by local urban recycled water retailers. These rates will be presented for the City' s consideration in developing a rate for recycled water use for its future customers. It is not expected that a recycled water rate study or formal adoption of a recycled water rate is required as part of this study; rather, a strategy for how the City could set recycled water rates, once a recycled water distribution system is available, will be included in this work.
Technicol Memorandum — Recycled Water Project
Portfolios
Recycled water rate basis
OBJECTIONS TO PROFESSIONAL SERVICES
AGREEMENT
HydroScience has reviewed the Professional Services Agreement included in the RFP as Exhibit A. HydroScience takes no exceptions to the terms of the Agreement, and we are willing and able to comply with these terms. HydroScience maintains insurance coverage that meets or exceeds the terms outlined in Exhibit B.
HydroScience Engineers
83 36
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HydroScience is a civil engineering firm that plans, designs, and manages the construction of water, wastewater, and recycled water projects. With offices in Berkeley, San Jose, Concord, and Sacramento, we understand and address the complex water and wastewater needs of Northern California.
HydroScienceh
ATTACHMENT 2
ATTACHMENT 3
SCHEDULE OF ACTIVITIES
Task Name Duration with Start to Finish Dates
Notice to Proceed 0 days 6/ 1/ 21 to 6/ 1/ 21
Task 1 - Kickoff Meeting and Data Collection/ Review: 45 days, 6/ l/ 21 to 7/ 16/ 21 Task 2 - Interim WRS, Approval, and Adoption: 162 days 7/ 17/ 21 to 12/ 28/ 21 Task 3 - City Growth and Development Study TM: 162 days 7/ 17/ 21 to 12/ 28/ 21 Task 4 — Water Sustainability Study TM: 132 days 10/ 16/ 21 to 2/ 27/ 22 Task 5 - Regulations Impacting Water Systems TM: 117 days 7/ 17/ 21 to 11/ 11/ 21 Task 6 — Overall Water System Design Alternatives TM: 117 days 2/ 28/ 22 to 6/ 25/ 22 Task 7 - Overall Pipe Network Design Alternatives TM: 117 days 1/ 17/ 22 to 5/ 13/ 22 Task 8. Water Master Plan ( WMP): 222 days 6/ 26/ 22 to 2/ 7/ 23 Task 9. Final WRS, Approval, and Adoption: 133 days 12/ 27/ 22 to 5/ 9/ 23 Task 10. Public Meetings, Outreach, and Presentations: 640 days 12/ 29/ 21 to 10/ 9/ 23 Task 10. 1 Strategic Communication and Stakeholder Engagement Planning: task duration and dates to be determined at the beginning of the project
Task 11. Master Plan Addendum ( Optional): 90 days 5/ 10/ 23 to 8/ 9/ 23 Task 12. Hydraulic Models for Phased Buildout: 217 days 6/ 9/ 21 to 1/ 16/ 22 Task 13. Water Master Plan Environmental Document: 321 days 10/ 26/ 22 to 9/ 17/ 23 Task 14. Staffing Plan: task duration and dates to be determined at the beginning of the project Task 15. Recycled Water — Water Supply Strategy: task duration and dates to be determined at the beginning ofthe project
87 ATTACHMENT 2
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
WAIVER OF OUR RIGHT TO RECOVER FROM
OTHERS ENDORSEMENT - CALIFORNIA
Policy Number: 57 WEC AC8RVL Endorsement Number:
Effective Date: 03101/ 21 Effective hour is the same as stated on the Information Page of the policy.
Named Insured and Address: Hydroscience Engineers, Inc. 10569 OLD PLACERVILLE RD
SACRAMENTO CA 95827
We have the right to recover our payments from anyone liable foran injury covered by this policy, We will not enforce our right against the person or organization named in the Schedule. ( This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating theremuneration of your employees while engaged inthe work described inthe Schedule. The
additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration. SCHEDULE
Person
or Organization Job Description Any
person or organization for whom you are required by written contract or agreement toobtain this waiver of rights from us Countersigned
by Authorized
Representative Form
WC 04 03 06 (1) Printed in U. S. A. Process
Date: 01/ 20/ 21 Policy Expiration Date: 03/01/22 88
ATTACHMENT 2
Policy Number: 680- 5H558974-20- 47 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED
ARCHITECTS, ENGINEERS AND SURVEYORS)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
A. The following is added to WHO IS AN INSURED
Section Il):
Any person or organization that you agree in a
contract or agreement requiring insurance" to include as an additional insured on this Coverage Part, but only with respect to liability for "bodily injury", " property damage" or " personal injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf;
a. In the performance of your ongoing operations;
b. 1n connection with premises owned by or
rented to you; or
c. In connection with " your work" and included
within the " products -completed operations
hazard".
Such person or organization does not qualify as
an additional insured for " bodily injury", " property
damage" or " personal injury" for which that person or organization has assumed liability in a contractor agreement, The insurance provided to such additional insured
is limited as follows;
d. This insurance does not apply on any basis to
any person or organization for which coverage as an additional insured specifically is added by another endorsement to this Coverage Part,
e. This insurance does not apply to the rendering of or failure to render any " professional services".
f. The limits of insurance afforded to the additional insured shall be the limits which you agreed in that " contract or agreement requiring insurance" to provide for that additional Insured, or the limits shown in the Declarations for this Coverage Part, whichever are less, This endorsement does not increase the
limits of insurance stated in the LIMITS OF
INSURANCE ( Section 111) for this Coverage
Part.
B. The following is added to Paragraph a, of 4.
Other Insurance in COMMERCIAL GENERAL
LIABILITY CONDITIONS ( Section iV):
However, if you specifically agree in a " contract or
agreement requiring insurance" that the insurance
provided to an additional insured under this Coverage Part must apply on a primary basis, or a primary and non- contrlbutory basis, this Insurance
is primary to other insurance that is available to
such additional insured which covers such additional insured as a named insured, and we will not share with the other insurance, provided that:
1) The " bodily injury" or " property damage" for
which coverage is sought occurs; and
2) The " personal injury" for which coverage is
sought arises out of an offense committed;
after you have entered into that " contract or
agreement requiring insurance". But this Insurance still is excess over valid and collectible other insurance, whether primary, excess, contingent or
on any other basis, that is available to the insured
when the insured is an additional insured under
anyother insurance.
C. The following is added to Paragraph 8. Transfer
Of Rights Of Recovery Against Others To Us
in COMMERCIAL GENERAL LIABILITY CONDITIONS ( Section IV):
We waive any rights of recovery we may have
against any person or organization because of
payments we make for " bodily injury", " property
damage" or " personal injury" arising out of " your
work" performed by you, or on your behalf, under
a " contract or agreement requiring insurance" with
that person or organization. We waive these
rights only where you have agreed to do so as
part of the " contract or agreement requiring insurance" with such person or organization entered into by you before, and in effect when, the " bodily
CG D$ 8109 07 02007 The Travelers Companies, Inc. Page 1 of 2 Includes the copyrighted material of Insurance Services Office, Inc;, with its permission ATTACHMENT 2
COMMERCIAL GENERAL LIABILITY
injury" or " property damage" occurs, or the " personal injury" offense is committed.
D. The following definition is added to DEFINITIONS
Section V):
Contract or agreement requiring insurance"
means that part of any contract or agreement under which you are required to include a person or organization as an additional insured on this CovNamed Insured: Hydroscience Engineers, Inc.
Policy Number: 680- 5H558974- 20- 47
erage Part, provided that the " bodily injury" and
property damage" occurs, and the " personal injury" is caused by an offense committed:
a. After you have entered into that contract or
agreement;
b. While that part of the contract or agreement is
in effect, and
c. Before the end of the policy period.
Insurance Company: Travelers Property Casualty Company of America Effective Date: 12/ 18/ 2020
Includes the copyrighted material of Insurance Services Office, Inc., with its permission ATTACHMENT 2
COMMERCIAL GENERAL LIABILITY
C. Method Of Sharing
If all of the other insurance permits contribution
by equal shares, we will follow this method also.
Under this approach each insurer contributes
equal amounts until it has paid its applicable
limit of insurance or none of the loss remains,
whichever comes first.
If any of the other insurance does not permit
contribution by equal shares, we will contribute
by limits. under this method, each insurer' s
share is based on the ratio of its applicable limit
of insurance to the total applicable limits of
insurance of all insurers.
d. Primary And Non -Contributory insurance If
Required By Written Contract
If you specifically agree in a written contract or
agreement that the insurance afforded to an
insured under this Coverage Part must apply on
a primary basis, or a primary and noncontributory basis, this insurance is primary to other insurance that is available to such insured
which covers such insured as a named insured.
and we will not share with that other insurance,
provided that:
Policy Number: 680- 5H558974- 20- 47
a. The statements in the Declarations are
accurate and completes;
b. Those statements are based upon
representations you made to us: and
C. We have issued this policy in reliance upon
Your representations.
The unintentional omission of, or unintentional error
in, any Information provided by you which we relied
upon in issuing this policy will not prejudice your
rights under this insurance. However, this provision
does not affect our right to collect additional
premium or to exercise our rights of cancellation or
nonrenewal in accordance with applicable insurance
laws or regulations.
7. Separation Of insureds
Except with respect to the Limits of Insurance, and
any rights or duties specifically assigned in this
Coverage Part to the first Named Insured, this
insurance applies:
a. As it each Named Insured were the only
Named Insured; and
b. Separately to each insured against whom claim
is made or "suit" Is brought.
1) The " bodily injury" or " property damage" for S. Transfer Of Rights Of Recovery Against Others which coverage is sought occurs; and To us
2) The " personal and advertising injury" for
which coverage is sought is caused by an
offense that is committed;
subsequent to the signing of that contract or
agreement by you.
S. Premium Audit
a. We will compute all premiums for this Coverage
Part in accordance with our rules and rates.
b. Premium shown in this Coverage Part as
advance premium is a deposit premium only. At
the close of each audit period we will compute
the earned premium for that period and send
notice to the fast Named Insured. The due date
for audit and retrospective premiums is the date
shown as the due date on the bill. If the sum of
the advance and audit premiums paid for the
policy period Is greater than the earned
Premium, we will return the excess to the first
Named Insured.
If the insured has rights to recover all or part of any payment we have made under this Coverage Part,
those rights are transferred to us, The Insured must
do noticing after loss to impair them. At our request,
the insured will bring " suit" or transfer those rights to us and help us enforce them.
9. When We Do Not Renew
If we decide not to renew this Coverage Part, we will
mail or deliver to the first Named Insured shown In
the Declarations written notice of the nonrenewal
not less than 30 days before the expiration date.
If notice is mailed, proof of mailing will be sufficient proof of notice.
SECTION V — DEFINITIONS
1. " Advertisement" means a notice that is broadcast or published to the general public or specific market
segments about your goods, products or services
for the purpose of attracting customers or
supporters. For the purposes of this definition:
c. The first Named insured must keep records of a. Notices that are published include material the information we need for premium placed on the Internet or on similar electronic computation, and send us copies at such times means of communication; and as we may request. b. Regarding websites, only that part of a website b. Representations that is about your goods, products or services for the purposes of attracting customers or By accepting this policy, you agree: supporters is considered an advertisement.
Includes copyrighted material ofinsurance services office, Inc, with its permission. 91 ATTACHMENT 2
CA 00 01 03 06
BUSINESS AUTO COVERAGE FORM
Various provisions in this policy restrict coverage.
Read the entire policy carefully to determine
rights, duties and what is and is not covered.
Throughout this policy the words " you" and
your" refer to the Named Insured shown in the
Declarations. The words " we", " us" and " our"
refer to the Company providing this insurance.
Other words and phrases that appear in quotation
marks have special meaning. Refer to Section V -
Definitions.
SECTION I - COVERED AUTOS
ITEM TWO of the Declarations shows the " autos"
that are covered " autos" for each of your coverages. The following numerical symbols describe the " autos" that may be covered " autos".
The symbols entered next to a coverage on the
Declarations designate the only " autos" that are
covered " autos".
A. Description Of Covered Auto Designation
Symbols
Symbol Description Of Covered Auto Designation Symbols
1 An " Auto"
2 Owned Only those " autos" you own ( and for Liability Coverage any " trailers" Autos" you don' t own while attached to power units you own.) This includes Only those " autos" you acquire ownership of after the policy begins. 3 Owned Only the private passenger " autos" you own. This includes those private Private passenger " autos" you acquire ownership of after the policy begins.
Passenger
Autos" Only
4 Owned Only those " autos" you own that are not of the private passenger type Autos" Other and for Liability Coverage any " trailers" you don' t own while attached Than Private to power units you own). This includes those " autos" not of the Passenger private passenger type you acquire ownership of after the policy begins.
Autos" Only
5 Owned Only those " autos" you own that are required to have No -Fault benefits Autos" in the state where they are licensed or principally garaged. This Subject includes those " autos" you acquire ownership of after the policy begins To No -Fault provided they are required to have No -Fault benefits in the state where they are licensed or princiRally garaged.
6 Owned Only those " autos" you own that because of the law in the state where Autos" they are licensed or principally garaged are required to have and Subject cannot reject Uninsured Motorists Coverage. This includes those To A autos" you acquire ownership of after the policy begins provided Compulsory they are subject to the same state uninsured motorists requirement.
Uninsured
Motorists Law
7 Specifically Only those " autos" described in Item Three of Declarations for which Described a premium charge is shown ( and for Liability Coverage any " trailers" Autos" you don' t own while attached to any power unit described in Item Three). 8 Hired " Autos" Only those " autos" you lease, hire, rent or borrow. This does not include Only any " auto" you lease, hire, rent, or borrow from any of your " employees", partners ( if you are a partnership), members ( if you are a limited liability company) or members of their households.
CA 00 01 03 06 © ISO Properties, Inc., 2005 PagdRf 13
ATTACHMENT 2
9 Non -Owned Only those " autos" you do not own, lease, hire, rent or borrow that Autos" are used in connection with your business. This includes " autos" owned Only by your " employees", partners ( if you are a partnership), members ( if you are a limited liability company), or members of their households but only 19 Mobile Equip- Only those " autos" that are land vehicles and that would qualify under the ment Subject definition of " mobile equipment" under this policy if they were not To Compul- subject to a compulsory or financial responsibility law or other sory Or motor vehicle insurance law where they are licensed or principally garaged.
Financial
Responsibility
Or Other Motor
Vehicle Insurance
B. Owned Autos You Acquire After The Policy
Begins
1. If symbols 1, 2, 3, 4, 5, 6 or 19 are
entered next to a coverage in ITEM TWO
of the Declarations, then you have coverage for " autos" that you acquire of the type described for the remainder of the
policy period.
2. But, if symbol 7 is entered next to a
coverage in ITEM TWO of the Declarations, an " auto" you acquire will be a covered " auto" for that coverage only if:
a. We already cover all " autos" that
you own for that coverage or it replaces an " auto" you previously owned that had that coverage; and
b. You tell us within 30 days after you
acquire it that you want us to cover
it for that coverage.
C. Certain Trailers, Mobile Equipment And Temporary Substitute Autos If Liability Coverage is provided by this Coverage Form, the following types of vehicles are also covered " autos" for. Liability Coverage:
1. " Trailers" with a load capacity of 2, 000
pounds or less designed primarily for
travel on public roads.
2. " Mobile equipment' while being carried
or towed by a covered " auto."
3. Any " auto" you do not own while used
with the permission of its owner as a
temporary substitute for a covered
auto" you own that is out of service
because of its:
a. Breakdown;
b. Repair;
c. Servicing;
CA 00 01 03 06 © ISO Properties,
d. " Loss"; or
e. Destruction
SECTION II - LIABILITY COVERAGE
A. Coverage
We will pay all sums an " insured" legally
must pay as damages because of " bodily
injury" or " property damage" to which this
insurance applies, caused by an " accident"
and resulting from the ownership, maintenance or use of a covered " auto." We will also pay all sums an " insured" legally must pay as a " covered pollution cost or expense" to which this insurance applies,
caused by an " accident" and resulting from
the ownership, maintenance or use of covered " autos." However, we will only pay for the " covered pollution cost or expense" if
there is either " bodily injury" or " property
damage" to which this insurance applies that
is caused by the same " accident."
We have the right and duty to defend any
insured" against a " suit" asking for such
damages or a " covered pollution cost or expense". However, we have no duty to defend any " insured" against a " suit' seeking damages for " bodily injury" or " property damage" or a " covered pollution cost or expense" to which this insurance does not
apply. We may investigate and settle any
claim or " suit' as we consider appropriate.
Our duty to defend or settle ends when the
Liability Coverage Limit of Insurance has
been exhausted by payment of judgments or
settlements.
1. Who Is An Insured
The following are " insureds":
a. You for any covered " auto."
b. Anyone else while using with your
permission a covered " auto" you
own, hire or borrow except:
Inc., 2005 Pagmf 13
ATTACHMENT 2
1) The owner or anyone else from 6) All interest on the full amount of whom you hire or borrow a cov- any judgment that accrues after ered " auto". This exception does entry of the judgment in any not apply if the covered " auto" suit" against the " insured" we is a " trailer" connected to a cov- defend, but our duty to pay inered " auto" you own. terest ends when we have paid, 2) Your " employee" if the covered offered to pay or deposited in auto" is owned by that " em- court the part of the judgment ployee" or a member of his or that is within our Limit of Insurher household. ance. 3) Someone using a covered These payments will not reduce the auto" while he or she is work- Limit of Insurance.
ing in a business of selling, ser- b. Out of State Coverage Extensions. vicing, repairing, parking or
autos"
While a covered " auto" is away from
storing unless that busithe state where it is licensed we will:
Hess is yours.
4) Anyone other than your " em1) Increase the Limit of Insurance ployees", partners ( if you are a for Liability Coverage to meet partnership), members ( if you the limits specified by a compulare a limited liability company), sory or financial responsibility or a lessee or borrower or any of law of the jurisdiction where the their " employees", while moving
covered " auto" is being used.
property to or from a covered This extension does not apply to auto". the limit or limits specified by
5) A partner ( if you are a partnerany law governing motor carriers ship), or a member ( if you are a
of passengers or property.
limited liability company), for a 2) Provide the minimum amounts covered " auto" owned by him or and types of other coverages, her or a member of his or her such as no-fault, required of out - household. of -state vehicles by the jurisdicc. Anyone liable for the conduct of an tion where the covered " auto" is
insured" described above but only being used.
to the extent of that liability. We will not pay anyone more than
2. Coverage Extensions
once for the same elements of loss
because of these extensions.
a. Supplementary Payments. B. Exclusions
We will pay for the " insured":
This insurance does not apply to any of the
1) All expenses we incur. following:
2) Up to $ 2, 000 for cost of bail 1. Expected Or Intended Injury bonds ( including bonds for re -
Bodily injury" or " property damage" ex -
quired because of an " accident" petted intended from the standpoint we cover. We do not have to of the " insured". n
furnish these bonds. 2. Contractual
3) The cost of bonds to release at- Liability assumed under any contract or tachments in any " suit" against agreement.
the " insured" we defend, but
only for bond amounts within
But this exclusion does not apply to liour Limit of Insurance. ability for damages:
4) All reasonable expenses incurred
a. Assumed in a contract or agreement
by the " insured" at our request,
that is an " insured contract" pro -
prop
including actual loss of earnings
vided the " bodily injury" or -
up to $ 250 a day because of erty damage" occurs subsequent to time off from work.
the execution of the contract or
agreement; or
5) All costs taxed against the " insured" in any " suit" against the insured" we defend.
CA 00 01 03 06 © ISO Properties,
pA
Inc., 2005 Pagd0316f 13
ATTACHMENT 2
b. That the " insured" would have in the
absence of the contract or agreement.
3. Workers' Compensation
9 5.
Any obligation for which the " insured"
or the " insured' s" insurer may be held
liable under any workers' compensation,
disability benefits or unemployment compensation law or any similar law.
Employee Indemnification And Employer' s Liability
Bodily injury" to:
a. An " employee" of the " insured"
arising out of and in the course of:
1) Employement by the " insured";
or
2) Performing the duties related to
the conduct of the " insured' s"
business; or
b. The spouse, child, parent, brother or
sister of that " employee" as a consequence of Paragraph a. above.
This exclusion applies:
1) Whether the " insured" may be
liable as an employer or in any
other capacity; and
2) To any obligation to share damages with or repay someone else who must pay damages because
of the injury.
But this exclusion does not apply to
bodily injury" to domestic " employees"
not entitled to workers' compensation
benefits or to liability assumed by the
insured" under an " insured contract".
For the purposes of the Coverage Form,
a domestic " employee" is a person engaged in household or domestic work performed principally in connection with
a residence premises.
Fellow Employee
Bodily injury" to any fellow " employee"
of the " insured" arising out of and in the
course of the fellow " employee' s" employment or while performing duties related to the conduct of your business.
6. Care, Custody Or Control
Property damage" to or " covered
pollution cost or expense" involving
property owned or transported by the
insured" or in the " insured' s" care, custody or control. But this exclusion does not apply to liability assumed under a
sidetrack agreement.
7. Handling Of Property
Bodily injury" or " property damage" resulting from the handling of property:
a. Before it is moved from the place
where it is accepted by the " insured"
for movement into or onto the covered " auto'; or
b. After it is moved from the covered
auto" to the place where it is finally
delivered by the " insured".
8. Movement Of Property By Mechanical
Device
Bodily injury" or " property damage" resulting from the movement of property by a mechanical device ( other than a
hand truck) unless the device is attached
to the covered " auto".
9. Operations
Bodily injury" or " property damage"
arising out of the operation of:
a. Any equipment listed in Paragraphs
6. b. and 6. c. of the definition of " mobile equipment"; or b. Machinery or equipment that is on,
attached to, or part of, a land vehicle
that would qualify under the definition of " mobile equipment" if it were not subject to a compulsory or financial responsibility law or other motor vehicle insurance law where it is licensed or principally garaged.
10. Completed Operations
Bodily injury" or " property damage"
arising out of your work after that work
has been completed or abandoned.
In this exclusion, your work means:
a. Work or operations performed by
you or on your behalf; and
b. Materials, parts or equipment furnished in connection with such work or operations.
CA 00 01 03 06 © ISO Properties, Inc., 2005 PagPAf 13
ATTACHMENT 2
Your work includes warranties or representations made at any time with respect to the fitness, quality, durability or performance of any of the items included in Paragraphs a. or b. above.
Your work will be deemed completed at
the earliest of the following times:
1) When all of the work called for in
your contract has been completed.
2) When all of the work to be done at
the site has been completed if your
contract calls for work at more than
one site.
3) When that part of the work done at a
job site has been put to its intended
use by any person or organization
other than another contractor or subcontractor working on the same project.
Work that may need service, maintenance, correction, repair or replacement, but which is otherwise
complete, will be treated as completed.
11. Pollution
Bodily injury" or " property damage"
arising out of the actual, alleged or
threatened discharge, dispersal, seepage,
migration, release or escape of " pollutants":
a. That are, or that are contained in any
property that is:
1) Being transported or towed by,
handled, or handled for movement into, onto or from, the covered " auto'; 2) Otherwise in the course of
transit by or on behalf of the
insured"; or
3) Being stored, disposed of, treat
ed or processed in or upon the
covered " auto";
b. Before the " pollutants" or any property in which the " pollutants" are contained are moved from the place
where they are accepted by the " insured" for movement into or onto the covered " auto"; or
c. After the " pollutants" or any property in which the " pollutants" are contained are moved from the covered " auto" to the place where they are finally delivered, disposed of or
abandoned by the " insured".
CA 00 01 03 06 © ISO Properties,
Paragraph a. above does not apply to
fuels, lubricants, fluids, exhaust gases or other similar " pollutants" that are needed for or result from the
normal electrical, hydraulic or mechanical functioning of the covered auto" or its parts, if:
1) The " pollutants" escape, seep,
migrate, or are discharged, dispersed or released directly from an " auto" part designed by its
manufacturer to hold, store, receive or dispose of such " pollutants"; and 2) The " bodily injury", " property
damage" or " covered pollution
cost or expense" does not arise
out of the operation of any
equipment listed in Paragraphs
6. b. and 6. c. of the definition of
mobile equipment".
Paragraphs b. and c. above of this exclusion do not apply to " accidents" that occur away from premises owned by or
rented to an " insured" with respect to
pollutants" not in or upon a covered
auto" if:
1) The " pollutants" or any property
in which the " pollutants" are
contained are upset, overturned
or damaged as a result of the
maintenance or use of a covered
auto"; and
2) The discharge, dispersal, seepage, migration, release or escape of the " pollutants" is caused directly by such upset, overturn or damage.
12. War
Bodily injury" or " property damage"
arising directly or indirectly out of:
a. War, including undeclared or civil
war;
b. Warlike action by a military force,
including action in hindering or defending against an actual or expected attack, by any government, sovereign or other authority using
military personnel or other agents;
or
c. Insurrection, rebellion, revolution,
usurped power, or action taken by
governmental authority in hindering
or defending against any of these.
092
Inc., 2005 Pag f 13
ATTACHMENT 2
13. Racing
Covered " autos" while used in any professional or organized racing or demolition contest or stunting activity, or while practicing for such contest or activity.
This insurance also does not apply while
that covered " auto" is being prepared for
such a contest or activity.
C. Limit Of Insurance
Regardless of the number of covered
autos", " insureds", premiums paid, claims
made or vehicles involved in the " accident",
the most we will pay for the total of all
damages and " covered pollution cost or expense" combined, resulting from any one accident" is the Limit of Insurance for Liability Coverage shown in the Declarations.
All " bodily injury," " property damage" and
covered pollution cost or expense" resulting
from continuous or repeated exposure to
substantially the same conditions will be considered as resulting from one " accident".
No one will be entitled to receive duplicate
payments for the same elements of " loss"
under this Coverage Form and any Medical
Payments Coverage Endorsement, Uninsured
Motorists Coverage Endorsement or Underinsured Motorists Coverage Endorsement attached to this Coverage Part.
SECTION III - PHYSICAL DAMAGE COVERAGE
A. Coverage
1. We will pay for " loss" to a covered
auto" or its equipment under:
a. Comprehensive Coverage. From any
cause except:
1) The covered " auto' s" collision
with another object; or
2) The covered " auto' s" overturn.
b. Specified Causes of Loss Coverage.
Caused by:
1) Fire, lightning or explosion;
2) Theft;
3) Windstorm, hail or earthquake;
4) Flood;
5) Mischief or vandalism; or
6) The sinking, burning, collision or
derailment of any conveyance
transporting the covered " auto".
c. Collision Coverage. Caused by:
1) The covered " auto' s" collision
with another object; or
2) The covered " auto' s" overturn.
CA 00 01 03 06 © ISO Properties,
2. Towing.
We will pay up to the limit shown in the
Declarations for towing and labor costs
incurred each time a covered " auto" of
the private passenger type is disabled.
However, the labor must be performed at
the place of disablement.
3. Glass Breakage Hitting a Bird or Animal - Falling Objects or Missiles.
If you carry Comprehensive Coverage for
the damaged covered " auto", we will
pay for the following under Comprehensive Coverage:
a. Glass breakage;
b. " Loss" caused by hitting a bird or
animal; and
c. " Loss" caused by falling objects or
missiles.
However, you have the option of having
glass breakage caused by a covered
auto's" collision or overturn considered
a " loss" under Collision Coverage.
4. Coverage Extensions
a. Transporation Expenses
We will pay up to $ 20 per day to a
maximum of $ 600 for temporary
transportation expense incurred by
you because of the total theft of a
covered " auto" of the private passenger type. We will pay only for those covered " autos" for which you
carry either Comprehensive or Specified Causes of Loss Coverage. We will pay for temporary transportation
expenses incurred during the period
beginning 48 hours after the theft
and ending, regardless of the policy' s
expiration, when the covered
auto" is returned to use or we pay
for its " loss".
b. Loss Of Use Expenses
For Hired Auto Physical Damage, we
will pay expenses for which an " insured" becomes legally responsible to pay for loss of use of a vehicle
rented or hired without a driver, under a written rental contract or agreement. We will pay for loss of
use expenses if caused by:
1) Other than collision only if the
Declarations indicate that Comprehensive Coverage is provided for any covered " auto";
Inc., 2005 PagA70f 13
ATTACHMENT 2
2) Specified Causes Of Loss only if 3. We will not pay for " loss" caused by or the Declarations indicate that resulting from any of the following unSpecified Causes Of Loss Cov- less caused by other " loss" that is coverage is provided for any cov- eyed by this insurance:
ered " auto; or
a. Wear and tear, freezing,
3) Collision only if the Declarations mechanical or electrical break - indicate that Collision Coverage down.
is provided for any covered
auto". b. Blowouts, punctures or other
However, the most we will pay for
road damage to tires.
any expenses for loss of use is $ 20 4. We will not pay for " loss" to any of the per day, to a maximum of $ 600. following:
B. Exclusions a. Tapes, records, discs or other similar
1. We will not pay for " loss" caused by or
audio, visual or data electronic de -
resulting from any of the following. Such
vices designed for use with audio,
loss" is excluded regardless of any othvisual or data electronic equipment. er cause or event that contributes con- b. Any device designed or used to de - currently or in any sequence to the tect speed measuring equipment loss". such as radar or laser detectors and
a. Nuclear Hazard. any jamming apparatus intended to
o elude or disrupt speed measurement
1) The explosion of any weapon equipment.
employing atomic fission or fuc. Any electronic equipment, without sion; or
regard to whether this equipment is
2) Nuclear reaction or radiation, or
permanently installed, that receives
radioactive contamination, how- or transmits audio, visual or data ever caused. signals and that is not designed soleb. War or Military Action. ly for the reproduction of sound. 1) War, including undeclared or civ- d. Any accessories used with the elecil war; tronic equipment described in Paragraph c. above.
2) Warlike action by a military
force, including action in hinder- Exclusions 4.c. and 4.d. do not apply to:
ing or defending against an aca. Equipment designed solely for the tual or expected attack, by any reproduction of sound and accessogovernment, sovereign or other ries used with such equipment, pro - authority using military person- vided such equipment is nel or other agents; or
permanently installed in the covered
3) Insurrection, rebellion, revolu- auto" at the time of the " loss" or tion, usurped power or action such equipment is removable from a taken by governmental authority housing unit which is permanently in hindering or defending against installed in the covered " auto" at the any of these. time of the " loss", and such equipment is designed to be solely opt. We will not pay for " loss" to any cov- erated by use of the power from the ered " auto" while used in any profesauto' s" electrical system, in or upon sional or organized racing or demolition the covered " auto"; or contest or stunting activity, or while
practicing for such contest or activity. We b. Any other electronic equipment that will also not pay for " loss" to any cov- is:
ered " auto" while that covered " auto" is 1) Necessary for the normal opera - being prepared for such a contest or ac- tion of the covered " auto" or the tivity. monitoring of the covered
auto' s" operating system; or
CA 00 01 03 06 @ISO Properties, Inc., 2005 Pagpf 13
ATTACHMENT 2
2) An integral part of the same unit a. Pay its chosen appraiser; and housing any sound reproducing b. Bear the other expenses of the apequipment described in a. above praisal and umpire equally.
and permanently installed in the
opening of the dash or console If we submit to an appraisal, we will still of the covered " auto" normally retain our right to deny the claim. used by the manufacturer for in- 2, Duties In The Event Of Accident, Claim, stallation of a radio. Suit Or Loss
5. We will not pay for " loss" to a covered We have no duty to provide coverage auto" due to " diminution in value". under this policy unless there has been C. Limit Of Insurance full compliance with the following duties:
1. The most we will pay for " loss" in any
a. In the event of " accident", claim,
one " accident" is the lesser of: suit" or " loss", you must give us or our authorized representative prompt
a. The actual cash value of the damag- notice of the " accident" or " loss". ed or stolen property as of the time Include:
of the " loss'; or
1) How, when and where the " acb. The cost of repairing or replacing the cident" or " loss" occurred; damaged or stolen property with other property of like kind and quality. 2) The " insured' s" name and address; and
2. An adjustment for depreciation and physical condition will be made in 3) To the extent possible, the determining actual cash value in the names and addresses of any in - event of a total " loss". jured persons and witnesses.
3. If a repair or replacement results in betb. Additionally, you and any other inter than like kind or quality, we will not volved " insured" must:
pay for the amount of the betterment. 1) Assume no obligation, make no D. Deductible payment or incur no expense
without our consent, except at
For each covered " auto", our obligation to the " insured' s" own cost. pay for, repair, return or replace damaged or
stolen property will be reduced by the ap2) Immediately send us copies of plicable deductible shown in the Declara- any request, demand, order, notions. Any Comprehensive Coverage tice, summons or legal paper re - deductible shown in the Declarations does ceived concerning the claim or not apply to " loss" caused by fire or light- suit".
ning. 3) Cooperate with us in the invesSECTION IV - BUSINESS AUTO CONDITIONS tigation or settlement of the claim or defense against the
The following conditions apply in addition to the suit".
Common Policy Conditions: m
4) Authorize us to obtain medical
A. Loss Conditions records or other pertinent infor1. Appraisal For Physical Damage Loss mation.
If you and we disagree on the amount of 5) Submit to examination, at our loss", either may demand an appraisal expense, by physicians of our of the " loss". In this event, each party choice, as often as we reason - will select a competent appraiser. The ably require.
two appraisers will select a competent
c. If there is " loss" to a covered " auto"
and impartial umpire. The appraisers will or its equipment you must also do state separately the actual cash value the following:
and amount of " loss". If they fail to
agree, they will submit their differences 1) Promptly notify the police if the to the umpire. A decision agreed to by covered " auto" or any of its any two will be binding. Each party will: equipment is stolen.
CA 00 01 03 06 © ISO Properties, Inc., 2005 Pag&-Vbf 13 ATTACHMENT 2
2) Take all reasonable steps to protect the covered " auto" from further damage. Also keep a record of your expenses for consideration in the settlement of the claim.
3) Permit us to inspect the covered
auto" and records proving the
loss" before its repair or disposition.
4) Agree to examinations under
oath at our request and give us a
signed statement of your answers.
3. Legal Action Against Us
No one may bring a legal action against
us under this Coverage Form until:
a. There has been full compliance with
all the terms of this Coverage Form;
and
b. Under Liability Coverage, we agree
in writing that the " insured" has an
obligation to pay or until the amount
of that obligation has finally been
determined by judgment after trial.
No one has the right under this policy to bring us into an action to determine the " insured' s" liability.
4. Loss Payment - Physical Damage
Coverages
At our option we may:
a. Pay for, repair or replace damaged
or stolen property;
b. Return the stolen property, at our expense. We will pay for any damage that results to the " auto" from the
theft; or
c. Take all or any part of the damaged
or stolen property at an agreed or
appraised value.
If we pay for the " loss", our payment
will include the applicable sales tax for
the damaged or stolen property.
5. Transfer Of Rights Of Recovery Against
Others To Us
If any person or organization to or for
whom we make payment under this Coverage Form has rights to recover damages from another, those rights are transferred to us. That person or organization must do everything necessary to secure our rights and must do nothing
after " accident" or " loss" to impair
them.
B. General Conditions
1. Bankruptcy
Bankruptcy or insolvency of the " insured" or the " insured' s" estate will not relieve us of any obligations under this
Coverage Form.
2. Concealment, Misrepresentation Or
Fraud
This Coverage Form is void in any case
of fraud by you at any time as it relates
to this Coverage Form. It is also void if
you or any other " insured", at any time,
intentionally conceal or misrepresent a
material fact concerning:
a. This Coverage Form;
b. The covered " auto";
c. Your interest in the covered " auto";
or
d. A claim under this Coverage Form.
3. Liberalization
If we revise this Coverage Form to provide more coverage without additional premium charge, your policy will automatically provide the additional coverage as of the day the revision is effective in
your state.
4. No Benefit To Bailee - Physical Damage
Coverages
We will not recognize any assignment or
grant any coverage for the benefit of any
person or organization holding, storing
or transporting property for a fee regardless of any other provision of this Coverage Form.
CA 00 01 03 06 © ISO Properties, Inc., 2005 PaJdA9" bf 13 ATTACHMENT 2
5. Other Insurance b. If this policy is issued for more than a. For any covered " auto" you own,
one year, the premium for this Covthis Coverage Form provides primary erage Form will be computed annuinsurance. For any covered " auto" ally based on our rates or premiums
you don' t own, the insurance proin effect at the beginning of each vided by this Coverage Form is exyear of the policy.
cess over any other collectible 7. Policy Period, Coverage Territory insurance. However, while a covered
Under this Coverage Form, we cover " acauto' which is a trailer" is concidents" and " losses" occurring:
nected to another vehicle, the Liability Coverage this Coverage Form a. During the policy period shown in provides for the " trailer" is: the Declarations; and
1) Excess while it is connected to a
b. Within the coverage territory.
motor vehicle you do not own. The coverage territory is:
2) Primary while it is connected to a. The United States of America; a covered " auto" you own. b. The territories and possessions of b. For Hired Auto Physical Damage the United States of America; Coverage, any covered " auto" you
c. Puerto Rico;
lease, hire, rent or borrow is deemed
to be a covered " auto" you own.
d. Canada; and
However, any " auto" that is leased,
e. Anywhere in the world if:
hired, rented or borrowed with a
driver is not a covered " auto". 1) A covered " auto" of the private passenger type is leased, hired,
c. Regardless of the provisions of Para- rented or borrowed without a graph a. above, this Coverage Form' s driver for a period of 30 days or Liability Coverage is primary for any less; and
liability assumed under an " insured
contract". 2) The " insured' s" responsibility to
pay damages is determined in a
d. When this Coverage Form and any suit" on the merits, in the Unit - other Coverage Form or policy cov- ed States of America, the terers on the same basis, either excess ritories and possessions of the or primary, we will pay only our United States of America, Puerto share. Our share is the proportion Rico, or Canada or in a settle - that the Limit of Insurance of our ment we agree to.
Coverage Form bears to the total of
the limits of all the Coverage Forms We also cover " loss" to, or " accidents" and policies covering on the same involving, a covered " auto" while being basis. transported between any of these places.
6. Premium Audit 8. Two Or More Coverage Forms Or Policies Issued By Us a. The estimated premium for this Coverage Form is based on the expo- If this Coverage Form and any other Covsures you told us you would have erage Form or policy issued to you by us when this policy began. We will or any company affiliated with us apply compute the final premium due to the same " accident", the aggregate when we determine your actual exmaximum Limit of Insurance under all posures. The estimated total premi- the Coverage Forms or policies shall not um will be credited against the final exceed the highest applicable Limit of premium due and the first Named Insurance under any one Coverage Form Insured will be billed for the balance, or policy. This condition does not apply if any. If the estimated total premium to any Coverage Form or policy issued exceeds the final premium due, the by us or an affiliated company specififirst Named Insured will get a recally to apply as excess insurance over fund. this Coverage Form.
CA 00 01 03 06 © ISO Properties, Inc., 2005 Pagi ` % f 13 ATTACHMENT 2
SECTION V - DEFINITIONS b. Before the " pollutants" or any prop - A. " Accident" includes continuous or repeated erty in which the " pollutants" are exposure to the same conditions resulting in contained are moved from the place bodily injury" or " property damage". where they are accepted by the " insured" for movement into or onto B. " Auto" means;
the covered " auto"; or
1. A land motor vehicle, " trailer" or semitrailer designed for travel on public C. After the " pollutants" or any prop -
roads; or
erty in which the " pollutants" are
contained are moved from the cov2. Any other land vehicle that is subject to ered " auto" to the place where they a compulsory or financial responsbility are finally delivered, disposed of or law or other motor vehicle insurance law abandoned by the " insured." where it is licensed or principally garaged. Paragraph a. above does not apply to However, " auto" does not include " mobile
fuels, lubricants, fluids, exhaust gas -
equipment".
es or other similar " pollutants" that
are needed for or result from the
C. " Bodily injury" means bodily injury, sickness normal electrical, hydraulic or me - or disease sustained by a person including chanical functioning of the covered death resulting from any of these. auto" or its parts, if:
D. " Covered pollution cost or expense" means 1) The " pollutants" escape, seep, o any cost or expense arising out of: migrate, or are discharged, dis1. Any request, demand, order or statutory persed or released directly from or regulatory requirement that any " in- an " auto" part designed by its sured" or others test for, monitor, clean
manufacturer to hold, store, re -
up, remove, contain, treat, detoxify or
ceive or dispose of such " polluneutralize, or in any way respond to, or tants"; and
assess the effects of " pollutants"; or 2) The " bodily injury," " property
2. Any claim or suit by or on behalf of a
damage" or " covered pollution
governmental authority for damages be- cost or expense" does not arise cause of testing for, monitoring, cleaning
out of the operation of any
up, removing, containing, treating, detox- equipment listed in Paragraphs ifying or neutralizing, or in any way re6. b. or 6. c. of the definition of sponding to or assessing the effects of mobile equipment." pollutants". Paragraphs b. and c. above do not
Covered pollution cost or expense" does not apply to " accidents" that occur away include any cost or expense arising out of from premises owned by or rented the actual, alleged or threatened discharge, to an " insured" with respect to " poldispersal, seepage, migration, release or eslutants" not in or upon a covered cape of " pollutants": auto" if:
a. That are, or that are contained in any
1) The " pollutants" or any property
property that is:
in which the " pollutants" are
contained are upset, overturned
1) Being transported or towed by, or damaged as a result of the handled, or handled for move- maintenance or use of a covered ment into, onto or from the cov- auto"; and
ered " auto";
2) The discharge, dispersal, seep2) Otherwise in the course of age, migration, release or escape
transit by or on behalf of the of the " pollutants" is caused di - insured"; rectly by such upset, overturn or
3) Being stored, disposed of, treat- damage.
ed or processed in or upon the
covered " auto'; or
CA 00 01 03 06 © ISO Properties, Inc., 2005 Pa9199f 13
ATTACHMENT 2
E. " Diminution in value" means the actual or
perceived loss in market value or resale value which results from a direct and accidental loss".
F. " Employee" includes a " leased worker".
Employee" does not include a " temporary
worker".
G. " Insured" means any person or organization
qualifying as an insured in the Who Is An
Insured provision of the applicable coverage.
Except with respect to the Limit of Insurance,
the coverage afforded applies separately to
each insured who is seeking coverage or
against whom a claim or " suit" is brought.
H. " Insured contract' means:
1. A lease of premises;
2. A sidetrack agreement;
3. Any easement or license agreement, except in connection with construction or demolition operations on or within 50
feet of a railroad;
4. An obligation, as required by ordinance,
to indemnify a municipality, except in
connection with work for a municipality;
5. That part of any other contract or agreement pertaining to your business ( including an indemnification of a municipality in connection with work performed for a
municipality) under which you assume
the tort liability of another to pay for
bodily injury" or " property damage" to
a third person or organization. Tort liability means a liability that would be imposed by law in the absence of any contract or agreement.
6. That part of any contract or agreement
entered into, as part of your business,
pertaining to the rental of lease, by you
or any of your " employees", of any
auto." However, such contract or agreement shall not be considered an " insured contract' to the extent that it obligates
you or any of your " employees" to pay
for " property damage" to any " auto" rented or leased by you or any of your employees".
An " insured contract' does not include
that part of any contract or agreement:
a. That indemnifies a railroad for " bodily injury" or " property damage" arising out of construction or demolition operations, within 50 feet of any railroad property and affecting any
railroad bridge or trestle, tracks, road
beds, tunnel, underpass or crossing;
or
b. That pertains to the loan, lease or
rental of an " auto" to you or any of
your " employees", if the " auto" is
loaned, leased or rented with a driver; or
c. That holds a person or organization
engaged in the business of transporting property by " auto" for hire harmless for your use of a covered " auto" over a route or territory that person
or organization is authorized to serve
by public authority.
I. " Leased worker" means a person leased to
you by a labor leasing firm under an agreement between you and the labor leasing firm, to perform duties related to the conduct of
your business. " Leased worker" does not include a " temporary worker".
J. " Loss" means direct and accidental loss or
damage.
K. " Mobile equipment' means any of the following types of land vehicles, including any attached machinery or equipment:
1. Bulldozers, farm machinery, forklifts and
other vehicles designed for use principally off public roads;
2. Vehicles maintained for use solely on or
next to premises you own or rent;
3. Vehicles that travel on crawler treads;
4. Vehicles, whether self- propelled or not,
maintained primarily to provide mobility
to permanently mounted:
a. Power cranes, shovels, loaders, diggers or drills; or b. Road construction or resurfacing
equipment such as graders, scrapers
or rollers.
CA 00 01 03 06 © ISO Properties, Inc., 2005 Pagi 9Af 13 ATTACHMENT 2
5. Vehicles not described in Paragraphs 1., L. " Pollutants" means any solid, liquid, gaseous
2., 3., or 4. above that are not self -pro- or thermal irritant or contaminant, including pelled and are maintained primarily to smoke, vapor, soot, fumes, acids, alkalis, provide mobility to permanently attached chemicals and waste. Waste includes materiequipment of the following types: als to be recycled, reconditioned or re - a. Air compressors, pumps and generclaimed.
ators, including spraying, welding, M. " Property damage" means damage to or loss building cleaning, geophysical explo- of use of tangible property. ration, lighting and well servicing N. " Suit" means a civil proceeding in which:
equipment; or
1. Damages because of " bodily injury" or
b. Cherry pickers and similar devices
property damage"; or
used to raise or lower workers.
2. A " covered pollution cost or expense",
6. Vehicles not described in Paragraphs 1.,
2., 3. or 4. above maintained primarily to which this insurance applies, are alleged. for purposes other than the transporta- Suit" includes:
tion of persons or cargo. However, selfpropelled vehicles with the following a. An arbitration proceeding in which types of permanently attached equipment such damages or " covered pollution are not " mobile equipment" but will be costs or expenses" are claimed and considered " autos": to which the " insured" must submit or does submit with our consent; or
a. Equipment designed primarily for:
b. Any other alternative dispute resolu1) Snow removal; tion proceeding in which such dam2) Road maintenance, but not con- ages or " covered pollution costs or struction or resurfacing; or expenses" are claimed and to which 3) Street cleaning;
the insured submits with our consent.
b. Cherry pickers and similar devices
mounted on automobile or truck
O. " Temporary worker" means a person who is
chassis and used to raise or lower
furnished to you to substitute for a permaworkers; and nent " employee" on leave or to meet seasonal or short- term workload conditions. c. Air compressors, pumps and
gener£ tors, including spraying, welding,
P.
building cleaning, geophysical
exploration, lighting or well servicing
equipment.
However, " mobile equipment" does not include land vehicles that are subject to a compulsory or financial responsibility law or other motor vehicle insurance law where it is
licensed or principally garaged. Land vehicles
subject to a compulsory or financial responsibility law or other motor vehicle insurance law are considered " autos".
CA 00 01 03 06 © ISO Properties, Inc., 2005 Pagl 93' bf 13 ATTACHMENT 2
COMMERCIAL AUTO
AC 85 43 06 18
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
CALIFORNIA BUSINESS AUTO COVERAGE
ENHANCEMENT ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
With respect to coverage afforded by this endorsement, the provisions of the policy apply unless modified by the endorsement.
If the policy to which this endorsement is attached also contains a Business Auto Coverage Enhancement Endorsement with a specific state named in the title, this endorsement does not apply to vehicles garaged in that specified state.
COVERAGE INDEX
SUBJECT PROVISION NUMBER
ACCIDENTAL AIRBAG DEPLOYMENT 12
ADDITIONAL INSURED BY CONTRACT, AGREEMENT OR PERMIT 3
AMENDED DUTIES IN THE EVENT OF ACCIDENT, CLAIM, SUIT OR LOSS 20 AMENDED FELLOW EMPLOYEE EXCLUSION 5
AUDIO, VISUAL AND DATA ELECTRONIC EQUIPMENT COVERAGE 14 BODILY INJURY REDEFINED 24
EMPLOYEES AS INSUREDS ( Including Employee Hired Auto) 2 EXTRA EXPENSE - BROADENED COVERAGE 10
GLASS REPAIR - WAIVER OF DEDUCTIBLE 16
HIRED AUTO COVERAGE TERRITORY 22
HIRED AUTO PHYSICAL DAMAGE ( Including Employee Hired Auto) 6 LOAN / LEASE GAP ( Coverage Not Available In New York) 15 NEWLY FORMED OR ACQUIRED SUBSIDIARIES 1
PARKED AUTO COLLISION COVERAGE ( WAIVER OF DEDUCTIBLE) 17 PERSONAL EFFECTS COVERAGE 11
PHYSICAL DAMAGE - ADDITIONAL TRANSPORTATION EXPENSE COVERAGE 8 PHYSICAL DAMAGE DEDUCTIBLE - VEHICLE TRACKING SYSTEM 13 PRIMARY AND NON- CONTRIBUTORY - WRITTEN CONTRACT OR WRITTEN AGREEMENT 23 RENTAL REIMBURSEMENT 9
SUPPLEMENTARY PAYMENTS 4
TOWING AND LABOR 7
TWO OR MORE DEDUCTIBLES 18
UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS 19
WAIVER OF TRANSFER OF RIGHTS OF RECOVERYAGAINST OTHERS TO US 21 SECTION II - LIABILITY COVERAGE is amended as follows:
1. NEWLY FORMED OR ACQUIRED SUBSIDIARIES
SECTION II - LIABILITY COVERAGE, Paragraph A. 1. Who Is An Insured is amended to include the following as an " insured":
d. Any legally incorporated subsidiary of which you own more than 50 percent interest during the policy period. Coverage is afforded only for 90 days from the date of acquisition or formation.
However, " insured" does not include any organization that:
1) Is a partnership or joint venture; or
2) Is an " insured" under any other automobile policy except a policy written specificall y to apply in excess of this policy; or
3) Has exhausted its Limit of Insurance or had its policy terminated under any other automobile policy.
2018 Liberty Mutual Insurance
AC 85 43 06 18 Includes copyrighted material of Insurance Services Office, Inc., with its permission. PmWSof 7 ATTACHMENT 2
Coverage under this provision d. does not apply to " bodily injury" or " property damage" that occurred before you acquired or formed the organization.
2. EMPLOYEES AS INSUREDS
SECTION II - LIABILITY COVERAGE, Paragraph A.1. Who Is An Insured is amended to include the following as an " insured":
e. Any " employee" of yours while using a covered " auto" you do not own, hire or borrow but only for acts within the scope of their employment by you. Insurance provided by this endorsement is excess over any other insurance available to any " employee". f. Any " employee" of yours while operating an " auto" hired or borrowed under a written contract or agreement in that " employee' s" name, with your permission, while performing duties related to the conduct of your business and within the scope of their employment. Insurance provided by this endorsement is excess over any other insurance available to the " employee".
3. ADDITIONAL INSURED BY CONTRACT, AGREEMENT OR PERMIT
SECTION II - LIABILITY COVERAGE, Paragraph A. I. Who Is An Insured is amended to include the following as an " insured":
g. Any person or organization with respect to the operation, maintenance or use of a covered " auto", provided that you and such person or organization have agreed in a written contract, written agreement, or permit issued to you by governmental or public authority, to add such person, or organization, or governmental or public authority to this policy as an " insured".
However, such person or organization is an " insured":
1) Only with respect to the operation, maintenance or use of a covered " auto"; 2) Only for " bodily injury" or " property damage" caused by an " accident" which takes place after you executed the written contract or written agreement, or the permit has been issued to you; and
3) Only for the duration of that contract, agreement or permit.
The " insured" is required to submit a claim to any other insurer to which coverage could apply for defense and indemnity. Unless the " insured" has agreed in writing to primary noncontributory wording per enhancement number 24, this policy is excess over any other collectible insurance.
4. SUPPLEMENTARY PAYMENTS
SECTION II - LIABILITY COVERAGE, Coverage Extensions, 2. a. Supplementary Payments, Paragraphs 2) and ( 4) are replaced by the following:
2) Up to $ 3, 000 for cost of bail bonds ( including bonds for related traffic violations ) required because of an " accident" we cover. We do not have to furnish these bonds. 4) All reasonable expenses incurred by the " insured" at our request, including actual loss of earnings up to $ 500 a day because of time off from work.
5. AMENDED FELLOW EMPLOYEE EXCLUSION
In those jurisdictions where, by law, fellow " employees" are not entitled to the protection afforded to the employer by the workers compensation exclusivity rule, or similar protection, the following provision is added:
SECTION II - LIABILITY, Exclusion B. 5. Fellow Employee does not apply if the " bodily injury" results from the use of a covered " auto" you own or hire if you have workers compensation insurance in force for all of your " employees" at the time of " loss".
This coverage is excess over any other collectible insurance.
SECTION III - PHYSICAL DAMAGE COVERAGE is amended as follows:
6. HIRED AUTO PHYSICAL DAMAGE
Paragraph A. 4. Coverage Extensions of SECTION III - PHYSICAL DAMAGE COVERAGE, is amended by adding the following:
If hired " autos" are covered " autos" for Liability Coverage, and if Comprehensive, Specified Causes of Loss or Collision coverage are provided under the Business Auto Coverage Form for any " auto" you own, then the Physical Damage coverages provided are extended to " autos":
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a. You hire, rent or borrow; or
b. Your " employee" hires or rents under a written contract or agreement in that " employee' s" name, but only if the damage occurs while the vehicle is being used in the conduct of your business, subject to the following limit and deductible:
a. The most we will pay for " loss" in any one " accident" or " loss" is the smallest of:
1) $ 50, 000; or
2) The actual cash value of the damaged or stolen property as of the time of the " loss"; or 3) The cost of repairing or replacing the damaged or stolen property with other property of like kind and quality, minus a deductible.
b. The deductible will be equal to the largest deductible applicable to any owned " auto" for that coverage.
c. Subject to the limit, deductible and excess provisions described in this provision, we will provide coverage equal to the broadest coverage applicable to any covered " auto" you own. d. Subject to a maximum of $ 1, 000 per " accident", we will also cover the actual loss of use of the hired " auto" if it results from an " accident", you are legally liable and the lessor incurs an actual financial loss.
e. This coverage extension does not apply to:
1) Any " auto" that is hired, rented or borrowed with a driver; or 2) Any " auto" that is hired, rented or borrowed from your " employee" or any member of your employee' s" household.
Coverage provided under this extension is excess over any other collectible insurance available at the time of " loss".
7. TOWING AND LABOR
SECTION III - PHYSICAL DAMAGE COVERAGE, Paragraph A.2. Towing , is amended by the addition of the following:
We will pay towing and labor costs incurred, up to the limits shown below, each time a covered " auto" classified and rated as a private passenger type, " light truck" or " medium truck" is disabled:
a. For private passenger type vehicles, we will pay up to $ 75 per disablement. b. For " light trucks", we will pay up to $ 75 per disablement. " Light trucks" are trucks that have a gross vehicle weight ( GVW) of 10, 000 pounds or less.
c. For " medium trucks", we will pay up to $ 150 per disablement. " Medium trucks" are trucks that have a gross vehicle weight ( GVW) of 10, 001 - 20, 000 pounds.
However, the labor must be performed at the place of disablement.
8. PHYSICAL DAMAGE - ADDITIONAL TRANSPORTATION EXPENSE COVERAGE Paragraph AA. a. Coverage Extensions, Transportation Expenses of SECTION III - PHYSICAL DAMAGE COVERAGE, is amended to provide a limit of $ 50 per day and a maximum limit of $ 1, 500.
9. RENTAL REIMBURSEMENT
SECTION III - PHYSICAL DAMAGE COVERAGE, A. Coverage, is amended by adding the following:
a. We will pay up to $ 75 per day for rental reimbursement expenses incurred by you for the rental of an " auto" because of " accident" or " loss", to an " auto" for which we also pay a " loss" under Comprehensive, Specified Causes of Loss or Collision Coverages. We will pay only for those expenses incurred after the first 24 hours following the " accident" or " loss" to the covered " auto." b. Rental Reimbursement requires the rental of a comparable or lesser vehicle, which in many cases may be substantially less than $ 75 per day, and will only be allowed for the period of time it should take to repair or replace the vehicle with reasonable speed and similar quality, up to a maximum of 30 days.
c. We will also pay up to $ 500 for reasonable and necessary expenses incurred by you to remove and replace your tools and equipment from the covered " auto". This limit is excess over any other collectible insurance.
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d. This coverage does not apply unless you have a business necessity that other " autos" available for your use and operation cannot fill.
e. If " loss" results from the total theft of a covered " auto" of the private passenger type, we will pay under this coverage only that amount of your rental reimbursement expenses which is not already provided under Paragraph 4. Coverage Extension.
f. No deductible applies to this coverage.
g. The insurance provided under this extension is excess over any other collectible insurance.
If this policy also provides Rental Reimbursement Coverage you purchased, the coverage provided by this Enhancement Endorsement is in addition to the coverage you purchased.
For the purposes of this endorsement provision, materials and equipment do not include " personal effects" as defined in provision 11. B.
10. EXTRA EXPENSE - BROADENED COVERAGE
Under SECTION III - PHYSICAL DAMAGE COVERAGE, A. Coverage, we will pay for the expense of returning a stolen covered " auto" to you. The maximum amount we will pay is $ 1, 000.
11. PERSONAL EFFECTS COVERAGE
A. SECTION III - PHYSICAL DAMAGE COVERAGE, A. Coverage, is amended by adding the following:
If you have purchased Comprehensive Coverage on this policy for an " auto" you own and that auto" is stolen, we will pay, without application of a deductible, up to $ 600 for " personal effects" stolen with the " auto."
The insurance provided under this provision is excess over any other collectible insurance.
B. SECTION V - DEFINITIONS is amended by adding the following:
For the purposes of this provision, " personal effects" mean tangible property that is worn or carried by an " insured." " Personal effects" does not include tools, equipment, jewelry, money or securities.
12. ACCIDENTAL AIRBAG DEPLOYMENT
SECTION III - PHYSICAL DAMAGE COVERAGE, B. Exclusions is amended by adding the following:
If you have purchased Comprehensive or Collision Coverage under this policy, the exclusion for " loss" relating to mechanical breakdown does not apply to the accidental discharge of an airbag.
Any insurance we provide shall be excess over any other collectible insurance or reimbursement by manufacturer' s warranty. However, we agree to pay any deductible applicable to the other coverage or warranty.
13. PHYSICAL DAMAGE DEDUCTIBLE - VEHICLE TRACKING SYSTEM SECTION III - PHYSICAL DAMAGE COVERAGE, D. Deductible, is amended by adding the following:
Any Comprehensive Deductible shown in the Declarations will be reduced by 50% for any " loss" caused by theft if the vehicle is equipped with a vehicle tracking device such as a radio tracking device or a global position device and that device was the method of recovery of the vehicle.
14. AUDIO, VISUAL AND DATA ELECTRONIC EQUIPMENT COVERAGE SECTION III - PHYSICAL DAMAGE COVERAGE, B. Exclusions, Paragraph a. of the exception to exclusions 4. c. and 4. d. is deleted and replaced with the following:
Exclusions 4. c. and 4. d. do not apply to:
a. Electronic equipment that receives or transmits audio, visual or data signals, whether or not designed solely for the reproduction of sound, if the equipment is:
1) Permanently installed in the covered " auto" at the time of the " loss" or removable from a housing unit that is permanently installed in the covered " auto"; and 2) Designed to be solely operated by use from the power from the " auto' s" electrical system; and 3) Physical damage coverages are provided for the covered " auto".
If the " loss" occurs solely to audio, visual or data electronic equipment or accessories used with this equipment, then our obligation to pay for, repair, return or replace damaged or stolen property will be reduced by a $ 100 deductible.
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15. LOAN / LEASE GAP COVERAGE ( Not Applicable In New York) A. Paragraph C. Limit Of Insurance of SECTION III - PHYSICAL DAMAGE COVERAGE is amended by adding the following:
The most we will pay for a " total loss" to a covered " auto" owned by or leased to you in any one accident" is the greater of the:
1. Balance due under the terms of the loan or lease to which the damaged covered " auto" is subject at the time of the ' loss" less the amount of:
a. Overdue payments and financial penalties associated with those payments as of the date of the " loss";
b. Financial penalties imposed under a lease due to high mileage, excessive use or abnormal wear and tear;
c. Costs for extended warranties, Credit Life Insurance, Health, Accident or Disability Insurance purchased with the loan or lease; d. Transfer or rollover balances from previous loans or leases; e. Final payment due under a " Balloon Loan";
f. The dollar amount of any unrepaired damage which occurred prior to the " total loss" of a covered " auto";
g. Security deposits not refunded by a lessor;
h. All refunds payable or paid to you as a result of the early termination of a lease agreement or as a result of the early termination of any warranty or extended service agreement on a covered " auto";
i. Any amount representing taxes;
j. Loan or lease termination fees; or
2. The actual cash value of the damage or stolen property as of the time of the " loss".
An adjustment for depreciation and physical condition will be made in determining the actual cash value at the time of the ' loss". This adjustment is not applicable in Texas.
B. Additional Conditions
This coverage applies only to the original loan for which the covered " auto" that incurred the loss" serves as collateral, or lease written on the covered " auto" that incurred the ' loss".
C. SECTION V - DEFINITIONS is changed by adding the following:
As used in this endorsement provision, the following definitions apply:
Total loss" means a ' loss" in which the cost of repairs plus the salvage value exceeds the actual cash value.
A " balloon loan" is one with periodic payments that are insufficient to repay the balance over the term of the loan, thereby requiring a large final payment.
16. GLASS REPAIR - WAIVER OF DEDUCTIBLE
Paragraph D. Deductible of SECTION III - PHYSICAL DAMAGE COVERAGE is amended by the addition of the following:
No deductible applies to glass damage if the glass is repaired rather than replaced.
17. PARKED AUTO COLLISION COVERAGE ( WAIVER OF DEDUCTIBLE) Paragraph D. Deductible of SECTION III - PHYSICAL DAMAGE COVERAGE is amended by the addition of the following:
The deductible does not apply to ' loss" caused by collision to such covered " auto" of the private passenger type or light weight truck with a gross vehicle weight of 10, 000 lbs. or less as defined by the manufacturer as maximum loaded weight the " auto' is designed to carry while it is:
a. In the charge of an " insured";
b. Legally parked; and
c. Unoccupied.
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The " loss" must be reported to the police authorities within 24 hours of known damage.
The total amount of the damage to the covered " auto" must exceed the deductible shown in the Declarations.
This provision does not apply to any " loss" if the covered " auto" is in the charge of any person or organization engaged in the automobile business.
18. TWO OR MORE DEDUCTIBLES
Under SECTION III - PHYSICAL DAMAGE COVERAGE, if two or more company policies or coverage forms apply to the same " accident", the following applies to Paragraph D. Deductible :
a. If the applicable Business Auto deductible is the smaller ( or smallest) deductible, it will be waived; or
b. If the applicable Business Auto deductible is not the smaller ( or smallest) deductible , it will be reduced by the amount of the smaller ( or smallest) deductible; or c. If the " loss" involves two or more Business Auto coverage forms or policies, the smaller ( or smallest) deductible will be waived.
For the purpose of this endorsement, company means any company that is part of the Liberty Mutual Group.
SECTION IV - BUSINESS AUTO CONDITIONS is amended as follows:
19. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS
SECTION IV- BUSINESS AUTO CONDITIONS , Paragraph B. 2. is amended by adding the following:
If you unintentionally fail to disclose any hazards, exposures or material facts existing as of the inception date or renewal date of the Business Auto Coverage Form, the coverage afforded by this policy will not be prejudiced.
However, you must report the undisclosed hazard of exposure as soon as practicable after its discovery, and we have the right to collect additional premium for any such hazard or exposure.
20. AMENDED DUTIES IN THE EVENT OF ACCIDENT, CLAIM, SUIT OR LOSS SECTION IV - BUSINESS AUTO CONDITIONS , Paragraph A.2. a. is replaced in its entirety by the following:
a. In the event of " accident", claim, " suit" or " loss", you must promptly notify us when it is known to:
1) You, if you are an individual;
2) A partner, if you are a partnership;
3) Member, if you are a limited liability company;
4) An executive officer or the " employee" designated by the Named Insured to give such notice, if you are a corporation.
To the extent possible, notice to us should include:
a) How, when and where the " accident" or " loss" took place; b) The " insured' s" name and address; and
c) The names and addresses of any injured persons and witnesses.
21. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US SECTION IV - BUSINESS AUTO CONDITIONS , Paragraph A. S. Transfer Of Rights Of Recovery Against Others To Us, is amended by the addition of the following:
If the person or organization has in a written agreement waived those rights before an " accident" or loss", our rights are waived also.
22. HIRED AUTO COVERAGE TERRITORY
SECTION IV - BUSINESS AUTO CONDITIONS , Paragraph B. 7. Policy Period, Coverage Territory , is amended by the addition of the following:
f. For " autos" hired 30 days or less, the coverage territory is anywhere in the world, provided that the insured' s" responsibility to pay for damages is determined in a " suit", on the merits, in the United States, the territories and possessions of the United States of America, Puerto Rico or Canada or in a settlement we agree to.
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This extension of coverage does not apply to an " auto" hired, leased, rented or borrowed with a driver.
23. PRIMARY AND NON- CONTRIBUTING IF REQUIRED BY WRITTEN CONTRACT OR WRITTEN AGREEMENT The following is added to SECTION IV - BUSINESS AUTO CONDITIONS, General Conditions, B. 5. Other Insurance and supersedes any provision to the contrary:
This Coverage Form' s Covered Autos Liability Coverage is primary to and will not seek contribution from any other insurance available to an " insured" under your policy provided that:
1. Such " insured" is a Named Insured under such other insurance; and
2. You have agreed in a written contract or written agreement that this insurance would be primary and would not seek contribution from any other insurance available to such " insured".
SECTION V - DEFINITIONS is amended as follows:
24. BODILY INJURY REDEFINED
Under SECTION V - DEFINITIONS , Definition C. is replaced by the following:
Bodily injury" means physical injury, sickness or disease sustained by a person, including mental anguish, mental injury, shock, fright or death resulting from any of these at any time. 2018 Liberty Mutual Insurance
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