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B - CSA Terraphase Scope

San Leandro City Council
September 8, 2026

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B - CSA Terraphase Scope
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September 8, 2026
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San Leandro City Council
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Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 1 of 12

EXHIBIT A

SCOPE OF SERVICES
The Phase 2 scoping effort identified 22 tasks required for the City to develop the Phase 2 treatment wetland Issued for Bid design deliverable, develop the full-scale MABR design and construction scope of work, develop the Phase 2 bid package, solicit Phase 2 construction bids, select a Phase 2 general contractor, and solicit a sole-source proposal from Fluence, Inc., for the full-scale MABR system. These tasks are listed in Table 2 of Attachment 1. Tasks 1-6 of the 22 tasks will be funded from a reallocation of available funds in the existing Terraphase contract with the City.

Task 7: Treatment Wetland Recirculation Design
This task will add the capability of the treatment wetland to recirculate water back to the WPCP. Treatment wetland recirculation was identified during the 2026 operational review of the treatment wetland design.

The existing treatment wetland design will be modified with new wetland sumps, pumps, and temporary or permanent piping to allow the treatment wetland to recirculate water and/or accumulated sediment to the following locations at the WPCP:

1. Plant headworks by repurposing the existing EBMUD line and existing drain piping.

2. Plant belt press or digesters by repurposing the existing EBMUD line, new valving, temporary/surface pipe connections, and new aboveground pipe connection.

3. Plant contact tank by repurposing the EBMUD line, new valve, new underground piping, and new aboveground pipe connection.

Task 7 Deliverables
• Engineering analyses to specify recirculation flow rates and size piping and appurtenances. • Revisions to the existing Treatment Wetland design plans and development of 1-3 new plan sheets.
• Revisions to the existing technical specifications, including specification of new pumps and piping.

Task 7 Assumptions and Exclusions
• Draft deliverables will be provided to the City for review and feedback prior to finalization. • Alignment, depth, size, and pipe type of the existing EBMUD line based on information provided by the City. Potholing or other direct confirmation of EBMUD pipe type, depth, or alignment is excluded.

Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 2 of 12 • Alignment, depth, size, and pipe type, existing WPCP piping to be utilized for treatment wetland recirculation will be provided by the City. Potholing or other confirmation of existing WPCP piping type, depth, or alignment is excluded.

Task 8: Treatment Wetland Hydraulic Distribution Headers and Flow Balancing This task includes review of the existing treatment wetland hydraulic distribution metering and control approach, treatment wetland hydraulic analysis and modeling, specification of new hydraulic distribution valves, and design of the location of new hydraulic distribution valves and flow meters.

These modifications will allow the City to monitor and control the flow distribution across the 15 hydraulic distribution connections at the treatment wetland, including during expected reduced system flow rate during startup and initial operation. Terraphase will:

1. Identify distribution headers and other locations where flow control is needed, specify valves with required metering functionality, and update the hydraulic header design to confirm fit.

2. Update the treatment wetland EPAnet hydraulic model to incorporate valve metering at each hydraulic distribution header, model a 50% flow rate scenario, and evaluate metering valve expected performance under reduced flow rates to facilitate even distribution under reduced rates.

3. Develop a metering valve and flowmeter/pressure transmitter control loop. Upgrade piping, valving, and instrumentation in the treatment wetland split vault equipment to facilitate automatic operation, design two metering valve / instrumentation control assemblies, at each header.

4. Evaluate and, if recommended, revise the design of the LLDPE liner weirs located between each bank of wetland perimeter bioreactor crates to mitigate the risk of applied water bypassing the full volume of the bioreactor crates.

Task 8 Deliverables
• Summary of EPAnet model runs to confirm operational flexibility under full and reduced flow conditions.
• Preparation of revisions to the Phase 2 design to include new hydraulic distribution, metering, and control equipment. Includes revisions to existing plans and 1-2 new plan sheets, and revisions to existing technical specifications.
• Revisions to the Phase 2 Process and Instrumentation Diagram (P&ID). • Development of scope direction to the City’s I&C design engineers for new instrumentation, controls, and conduit runs at distribution headers, the split vault, irrigation header transitions.

Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 3 of 12 Task 8 Assumptions and Exclusions
• Draft plans and specifications will be provided to the City for review and feedback prior to finalization.
• Detailed instrumentation and controls design will be completed by others.

Task 9: Treatment Wetland Sediment Removal Design
This task includes design of maintenance vehicle/equipment access into the treatment wetland and new sediment sumps or similar within the treatment wetland surface area that facilitates consolidation and removal of accumulated sediment from the treatment wetland.

Design of any in-wetland sediment gathering sumps will be coordinated with the recirculation design described in Task 7 to avoid the design of redundant or unnecessary features in the treatment wetland.

Task 9 Deliverables
• Engineering analyses and discussion with WPCP operational personnel to develop a strategy for gathering and removing accumulated sediment for recirculation to the WPCP belt press (as described in Task 7).
• Design of a new treatment wetland surface access ramp. • Revisions to the existing Treatment Wetland design plans and development of 1 new plan sheet. • Revisions to the existing technical specifications.

Task 9 Assumptions and Exclusions
• Draft plans and specifications will be provided to the City for review and feedback prior to finalization.
• Design of sediment consolidation/removal capability within the treatment wetland surface does not require or include regrading the treatment wetland surface and resulting changes to other components of the Phase 2 design.

Task 10: Construction Quality Assurance (QA) Requirements This task includes compilation of all major Phase 2 construction QA requirements from construction plans, technical specifications, permits and regulatory compliance documents, and City contracting requirements and tabulating the associated inspections, acceptance requirements, required reporting/documentation, and required contractor Quality Control (QC) qualifications. This requirements checklist would be included in the construction RFP and facilitate the City in soliciting and selecting the construction QA team for Phase 2 construction.

Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 4 of 12 Task 10 Deliverables
• QA Requirements Checklist/Summary in table format
Task 10 Assumptions and Exclusions
• This task does not include development of procurement documents (e.g., RFQ/RFP) for City solicitation of a construction QA agent for the Phase 2 project.

Task 11: Outfall Check Valve
This task includes an evaluation of the currently specified treatment wetland outfall check valve. The focus of the evaluation is to evaluate the long-term serviceability of the check valve as currently designed, feasibility of personnel access to the check valve for maintenance, and evaluation of expected valve performance under a range of receiving water elevations (including both sea level rise and tidal elevations).

This task includes revision of the outfall check valve specification and installation design if recommended as a result of the evaluation.

Task 11 Deliverables
• Preparation of evaluation findings and recommendations in technical memo format. • Revisions to the Treatment Wetland design plans and technical specifications as recommended by the evaluation.
• Compilation of valve access and maintenance requirements for inclusion in the Treatment Wetland O&M Plan.

Task 11 Assumptions and Exclusions
• Draft technical memo, plans and specifications will be provided to the City for review and feedback prior to finalization.
• The general location of the outfall check valve will remain at or near the existing pond outfall structure.
• The scope of work for this task does not include design of new components on the shoreline or within the receiving water body.
• Regulatory coordination and permitting associated with new infrastructure or modifications to Waters of the US are excluded.
• Potential design of additional access to the outfall check valve does not require excavation into or relocation of the existing underground utilities located near the existing pond outfall structure.

Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 5 of 12 Task 12: Post-MABR Discharge Pump Equalization
This task includes design of a reservoir that receives effluent from the MABR system and serves as an equalized influent source for the post-MABR discharge pump. The equalized discharge pump inflow will facilitate consistent discharge pump operation, avoid problematic discharge pump cycling due to fluctuating inflow from the MABR system (which outputs by gravity), and minimizes the risk of discharge pump cavitation.

Equalization design will include hydraulic analysis, design and specification of an equalization reservoir sized to provide consistent inflow to the discharge pump without interfering with MABR operations, and new controls to operate the discharge pump based on water level in the equalization reservoir.

Task 12 Deliverables
• Revisions to the existing Treatment Wetland design plans and development of 1 new plan sheet describing reservoir location and mechanical piping/connection details. • Revisions to the existing Treatment Wetland technical specifications for inclusion of new mechanical and controls equipment.
• Revisions to the Phase 2 Process and Instrumentation Diagram (P&ID) showing equalization controls and alarms.
• Development of scope direction to the City’s I&C design engineers for new instrumentation, controls, and conduit runs at distribution headers, the split vault, irrigation header transitions.

Task 12 Assumptions and Exclusions
• Draft plans and specifications will be provided to the City for review and feedback prior to finalization.
• Detailed instrumentation and controls design will be completed by others.

Task 13: MABR Pilot Test Support, November 2026 through January 2027 This task includes Terraphase ongoing operational review and technical support of the City-Fluence MABR pilot test. Terraphase MABR pilot test review support before November 2026 will be funded from Terraphase’s existing contract with the City. The period of performance for this task begins in November 2026 for three months of technical support through the currently expected completion of the pilot test in January 2027.

Task 13 Deliverables
• Review of the City’s pilot test operational tracker spreadsheet and email communications between Fluence and the City. Technical feedback and recommendations in emails.

Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 6 of 12 Task 13 Assumptions and Exclusions
• Site visits or pilot system inspections are excluded. • The MABR pilot test is assumed to conclude by the end of January 2027, or Terraphase technical support of the pilot test is not longer required after January 2027.

Task 14: Site Improvements Design
This task includes the design of site access road, drainage, and hardscape improvements at the WPCP to be completed during Phase 2 construction. These improvements were identified by the City and include:

1. New concrete curbs on the south end of the WPCP drying beds end along the access road.

2. Removal and replacement of the existing curb on the north side of the WPCP drying beds and new grading and drainage of the north road with a connection to the existing underdrain system.

3. Regrading of the access road on the north side of the WPCP drying beds to eliminate ponding and/or direct surface water to the existing underdrain system.

4. Removal and replacement of damaged site boundary fencing on the north side of the former pond.

5. Grade and/or surface improvements to the access road along the northern perimeter of the former pond.

6. Delineate areas on-site near the former pond that are overgrown with weeds for removal during Phase 2 construction and ongoing weed control during treatment wetland operations. This task includes an allowance for Terraphase to engage with the project landscape architect to provide recommendations on replacement planting and vegetation management for these areas.

7. Demolition of the existing EBMUD building.

Prior to initiating design of site improvements, Terraphase will conduct a site visit with WPCP personnel to review planned site improvements, performance requirements, and improvement concepts. After the initial site visit, Terraphase will review and compile standard public works construction plans and details from the City, nearby municipalities, Caltrans, and the 2021 “Greenbook” for applicable design assets to avoid unnecessary design development.

This task also includes topographic survey of the site locations where improvements are being designed to facilitate the design of grading and drainage improvements. The stabilized former pond surface settlement monitoring points will also be surveyed at this time to measure surface settlement.

Task 14 Deliverables
• Markups to existing site plans based on the Terraphase-City site walk.

Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 7 of 12 • Compiled standard public works plans and details to be utilized for design of the WPCP site improvements.
• Topographic survey data of the site and former pond surface measuring points in AutoCAD Civil3D format for use in designing site improvements.
• Summary of former pond surface settlement findings based on comparison of surveyed pond surface monitoring point elevations with elevations measured immediately after Phase 1 construction.
• Development of 2-4 new plan sheets.
• Revisions to the existing technical specifications or preparation of new technical specifications.

Draft specifications will be provided to the City for review and feedback prior to finalization.

Task 14 Assumptions and Exclusions
• Draft deliverables will be provided to the City for review and feedback prior to finalization. • Existing City standard details or other widely-accepted details for common infrastructure components (e.g., concrete curbs) will be utilized where appropriate. • Coordination with EBMUD for demolition of the EMBUD building to be led by the City unless delegated by the City to Terraphase.
• Potholing or other intrusive work potentially required to design site improvements is excluded.

Task 15: Phase 2 IFB Design and Bid Support
This task includes development of consolidated bid documents for soliciting construction bids for the Phase 2 project.

Development of Issued for Bid (IFB) Plans and Technical Specifications Terraphase will compile design deliverables from all other Phase 2 design tasks, update the Phase 2 electrical design to account for new equipment and instrumentation specified in other Phase 2 design tasks, update the Phase 2 structural design to account for new equipment specified other Phase 2 design tasks, and assemble all new and revised design plans and specifications into a consolidated IFB design package.

The IFB design will include removal of information associated with the completed Phase 1 project from existing plans and specifications, and updating the Treatment Wetland surface/grading design to account for former pond settlement as measured by the survey completed in Task 14.

Electrical and structural design of all new and revised Phase 2 components is to be completed in this task instead of in the separate design improvement tasks described above, as electrical and structural design revisions require all other design elements to be complete. Completing electrical and structural design Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 8 of 12 revisions as a single effort is also more efficient and cost effective than multiple separate electrical/structural design efforts.

IFB Engineers Cost Estimate
Terraphase will develop an Engineer’s Cost Estimate for the Phase 2 construction project based on the Phase 2 IFB Plans and Specifications. Unit cost data from previous WPCP Treatment Wetland estimates will be escalated as needed to reflect 2027-2028 economic factors. The draft IFB estimate will be submitted to the City for review and comment, and this scope of work includes one round of final revisions to incorporate City review.

Design Support During RFP Development
Terraphase will provide engineering design support during preparation of the Phase 2 construction RFP.

The RFP will be compiled by the City, with Terraphase providing technical content and review of the Cityprepared Project Manual.

Bid Period Support
Terraphase will provide engineering design support during the Phase 2 construction bid period, including:
• Pre-bid conference: The pre-bid conference will be planned, scheduled, and led by the City or others, with Terraphase project leads, including the project manager and design lead, providing technical support at the City’s direction. The conference agenda and all other materials will be prepared by others. Terraphase will prepare a summary of key site conditions, design elements , QA, and compliance factors to highlight to attendees. Terraphase will also provide a postconference summary of design takeaways, questions, and action items. • Bidder question response and RFP addenda: Terraphase project leads will review bidder questions as they are submitted to the City and support the City in development of up to six addenda.

Addenda will consist of written/narrative question responses, recommended revisions to technical content in the RFP, or revision markups to IFB plans and specifications. • Proposal review and evaluation: Terraphase will technical compliance/completeness review all proposals received by the City and attend one teleconference to discuss any engineering/design feedback arising from proposal review.

Task 15 Deliverables:
• IFB Plans, Specifications, and Engineer’s Cost Estimate, including electrical and structural design updates.
• Technical content and review comments/markups for the Phase 2 RFP. • Pre-bid conference discussion points with key site condition, design elements, QA, and compliance information.

Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 9 of 12 • Pre-bid conference notes with summary, questions, and next steps. • Proposal review findings in email or technical memorandum format.

Task 15 Assumptions and Exclusions
• Draft IFB deliverables will be provided to the City for review and feedback prior to finalization. • One iteration of the IFB deliverable revisions after City review. • Construction permitting and regulatory coordination is excluded. • One pre-bid conference, conducted on-site.
• All communications with bidders during the bid period will be led by the City or others.

Task 16: MABR/Treatment Wetland O&M Manual
This task includes revision and finalization of the existing incomplete draft Treatment Wetland O&M Plan, including compiling MABR O&M information and requirements from Fluence into the final MABR/Treatment Wetland O&M Manual.

The final MABR/Treatment Wetland O&M Manual will include treatment wetland and MABR Standard Operating Procedures, preventative maintenance schedule, inspection forms, performance monitoring spreadsheet templates, wetland planting/landscaping maintenance requirements, alarm response and contingency plans, equipment cut sheets and vendor information, and the latest version of MABR/Treatment Wetland plans and specifications.

Task 16 Deliverables
• MABR/Treatment Wetland O&M Manual including all attachments described above. The manual will be completed using a modular format with attachments that can be kept up to date without requiring extensive reformatting of the overall document.

Task 16 Assumptions and Exclusions
• Draft O&M Manual content will be provided to the City for review and feedback prior to finalization. • Project-specific O&M Manual content for the MABR system will be developed and provided by Fluence. Terraphase will compile Fluence-provided information into the MABR/Treatment Wetland O&M Manual.
• Treatment Wetland and MABR design information will be based on the IFB design. Any design changes implemented during construction that affect MABR or Treatment Wetland O&M will require a post-construction revision to the O&M Manual, which is not included the scope of work for this task.

Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 10 of 12 • MABR/Treatment Wetland control strategy and system alarm information developed by the City’s I&C engineer will be provided by the I&C engineer. Terraphase will compile this information into the MABR/Treatment Wetland O&M Manual.
• The MABR/Treatment Wetland O&M Manual will not include O&M information or requirements for existing WPCP facilities or controls systems that were not built and commissioned as part of the Phase 2 design and construction project.

Task 17: Phase 2 Compliance Requirements
This task includes Terraphase review of project permitting docs and compilation of CDFW, BCDC and BAAQMD Phase 2 project regulatory compliance requirements (not including SWPPP requirements) into a table or similar format for inclusion in the RFP and construction scope of work.

The Phase 2 construction project is under the jurisdiction of multiple permitting agencies and regulatory authorizations with separate and sometimes overlapping requirements. The objective of this task is to avoid omission of key compliance requirements that the contractor will need to meet during construction of the Phase 2 project.

Task 17 Deliverables
• Compliance requirements summary in table format
Task 17 Assumptions and Exclusions
• Incorporation of compliance requirements in the RFP will be completed by Terraphase in Task 15.

Task 18: Phase 2 SWPPP/CGP Notice of Intent
This task includes preparation of the Phase 2 Construction Stormwater Pollution Prevention Plan (SWPPP) and initiation of the Phase 2 construction Notice of Intent (NOI) for coverage of the Phase 2 construction project under the SWRCB Construction General Stormwater NPDES Permit (CGP). The Phase 2 construction SWPPP will included in construction RFP.

The SWPPP will compliant with the 2022 CGP, include all required narrative sections, and will also include the following elements:
• Risk Assessment calculations, determination of the appropriate Best Management Practices (BMPs) for the project and development of SWPPP Site Map(s) and BMP details.

Terraphase will upload the NOI to the SWRCB’s Storm Water Multiple Application and Report Tracking System (SMARTS) and manage required SWPPP documents via the SMARTS database.

Task 18 Deliverables:
• Phase 2 Construction SWPPP, developed under the direction and review of a certified CA CGP QSD.

Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 11 of 12 • CGP NOI upload.

Task 18 Assumptions and Exclusions
• The City will link Terraphase to the project in SMARTS as an approved data submitter to allow Terraphase to facilitate electronic submittals on SMART. • CGP application fees will be paid directly by the City. • CGP compliance inspections and reporting during Phase 2 construction is not included in the scope of work for this task.

Task 19: Regulatory Compliance Support (Post-October 2026) Terraphase will continue providing technical support to the City to facilitate regulatory review and approval for the Phase 2 project. This includes coordination with the CDFW, BAAMD permitting support, and asneeded regulatory support as directed by the City. Regulatory compliance support prior to November 2026 will be funded from Terraphase’s existing contract with the City.

Task 19 Deliverables
• Communications and other coordination with regulatory agencies as required.

Task 19 Assumptions and Exclusions
• Terraphase will seek authorization from the City prior to engaging with regulatory agencies.

Task 20: Preconstruction Biological Surveys
This task includes completion of permit-required biological resource surveys for listed species that could require worker awareness training, monitoring, implementation of protective/avoidance measures, and/or mitigation during Phase 2 construction. The results of the survey will be used alongside CDFW requirements to develop biological compliance requirements for the Phase 2 construction project.

Terraphase will contract with LSA, Inc. to complete the preconstruction field biological surveys, prepare and submit a report with findings from the survey.

Task 20 Deliverables
• Biological survey documentation and report.
• Biological compliance requirements for the Phase 2 construction project.

Task 20 Assumptions and Exclusions
• Construction period biological monitoring and reporting is not included.

Consulting Services Agreement between City of San Leandro and Last revised 08/14/2026 Terraphase Engineering, Inc for Treatment Wetland Design Services Exhibit A – Page 12 of 12 Task 21: Project Management (November 2026 – November 2027) Terraphase will provide project and financial management of the proposed scope of work, including:
• Continued weekly Phase 2 design and preconstruction planning status meetings with the City.

This includes update of the Phase 2 Design Tasks spreadsheet prior to and after each status meeting.
• Monthly updates of the Phase 2 design and construction schedule. • Continued attendance of the monthly treatment wetland status meeting with the City and others. • Project contract setup, ongoing financial management and monthly invoicing.

The project manager for all work completed in Tasks 1-22 will be Shakeel Jogia. Lucas Paz will continue to serve the project as Client Manager.

Task 21: Deliverables
• Weekly updates of the Phase 2 Design Tracking spreadsheet. • Monthly Phase 2 schedule updates.
• Terraphase task/action item updates for the monthly treatment wetland meetings. • Monthly invoicing.

Task 22: Contingency / As-Needed Technical Support
This task provides contingency funding to allow Terraphase to respond City technical requests and provide engineering / technical services beyond the scope of work proposed in Tasks 1-21. Terraphase will only access this budget upon authorization by the City for well-defined tasks with a City-approved new scope of work, deliverables, and approach.

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