HomeMy WebLinkAbout02-20-2018 Item 09 - WRRF Project Contract Amendment
Meeting Date: 2/20/2018
FROM: Carrie Mattingly, Director of Utilities
Prepared By: David Hix, Deputy Director Utilities – Wastewater
SUBJECT: WATER RESOURCE RECOVERY FACILITY PROJECT UPDATE AND
PROGRAM MANAGEMENT SERVICES CONTRACT AMENDMENT
RECOMMENDATIONS
1. Approve a contract amendment with Water Systems Consulting, Inc. for $1,124,453 for
completion of Phase 3 Program Management Services for the Water Resource Recovery
Facility Project, Spec. No. 91219; and
2. Approve transfer of $1,124,453 from the Sewer Fund working capital for the WRRF project
to the project account.
DISCUSSION
WRRF Project Update
The WRRF project is in the final design phase with the recent completion of sixty percent project
design as a major project milestone. Completion of construction documents and bidding is
scheduled for September 2018 with construction beginning the end of the calendar year. The
WRRF project will deliver the key project drivers of regulatory compliance, replacing aging
infrastructure, providing needed capacity for the future, maximizing recycled water production,
and community resource center. The WRRF project changed considerably in early 2017 after
comprehensive analysis determined that Membrane Bioreactor (MBR) technology offered
considerable benefits from the conventional denitrification technology originally envisioned for
the WRRF. MBR
technology will
produce a higher water
quality, maximize
recycled water
production, and
position the City for
potable reuse. This
major change and other
conditions described
later in this report have
added additional time
and cost to the project
scope and schedule.
Contract Amendment
While best aligning with the City’s long-range goals related to water resiliency, recycled water,
and environmental stewardship, the change to the MBR process have resulted in schedule
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impacts. In addition, a variety of conditions were identified that required additional studies to
provide more information to progress with design. These studies revealed important issues that
required further analysis and changes to the Program Manager’s existing scope of work to keep
the project moving forward. The necessary changes listed below have resulted in significant cost
and schedule impacts:
• MBR procurement to ensure the most efficient MBR system with the best warranty for
the City.
• Additional value engineering that has resulted in the reduction of the size of some
processes, and efficiencies and optimization in others.
• Flood studies that have provided enhanced analysis to inform the protection of the
WRRF, the City’s Corporation Yard, and future and existing infrastructure in the Prado
Road area.
• Additional inflow and infiltration studies to ultimately reduce process replacement.
• Additional analysis of cooling wetlands process. This study determined that regulatory
constraints make this alternative infeasible.
The extended schedule will require additional funding for the WRRF project program to
complete the final design phase. These costs include ongoing program management, engineering
support, permitting, funding support, and public and stakeholder engagement. This request is for
the out-of-scope items and to complete program management for the final design which is
critical to keeping the design phase on schedule.
Staff has thoroughly reviewed the contract amendment (Attachment A) and believes the request
to be accurate, appropriate, and fair. Program management services have been essential to the
success of this highly complicated project. Water Systems Consulting Inc. (WSC) has been a
valued partner in this project.
Design services for the project have also been impacted by the schedule and out-of-scope items
outlined above. The City is anticipating a contract amendment request to be submitted by the
project designer CH2M. Staff will again thoroughly review the request and discuss and negotiate
with the designer before seeking Council consideration.
Project Costs and Funding
On January 26, 2018, the City received written assurance that it will receive a low interest loan
for up to $140 million in project costs from the State Revolving Fund (SRF) (Attachment B).
This low interest loan will allow the City to save millions of dollars in interest. An SRF loan is
based on the State’s General Obligation Bond and charged at 50% of the current rate. Based on
the written confirmation, City and State legal staff will soon begin consultation on the draft
agreements. Final loan documents will be presented later this year for Council consideration.
The current bidding and building climate in California has seen a rapid escalation of construction
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WRRF Project Phases
Phase Schedule Status
Phase 1 - Project Planning January 2014 – June 2015 Complete
Phase 2 - Preliminary Design July 2015 – August 2016 Complete
Phase 3 - Final Design October 2017 – December 2018 Ongoing
Phase 4 – Construction December 2018 – January 2022
Phase 5 - Close Out November 2021 – February 2022
costs statewide. The most recent cost document presented a low-medium-high range of estimated
project construction costs with the high range exceeding the sewer fund’s financial capacity.
The WRRF Project team continues to analyze the project and will modify the bidding documents
to offer flexibility at the time of award to stay within budget. This will include a separate bid
item for the Water Resource
Center (WRC) to allow the
required improvements to
move forward and the City to
determine if project funding
can support the building. This
approach allows competitive
bidding for two distinctly
different projects and may
offer savings. If the WRC
cannot be a part of the
project, the building will be
placed in the Capital
Improvement Plan (CIP) for
construction at a later date.
Grants, partnerships and other funding mechanisms are being actively pursued for a variety of
processes and improvements at the WRRF and the surrounding area. These include flooding,
recycled water, energy, inflow and infiltration reduction, and transportation. Staff has identified a
goal of fifteen million dollars in grants, loan forgiveness, and partnerships to help offset the cost
of the project.
Project Phases, Schedule, and Next Steps
This calendar year will see the completion of project final design phase and the beginning of the
construction phase for the project. Several key project objectives are on-track for this year and
are summarized on the project milestone schedule below. Several key items that will be coming
to Council for funding consideration include program management for phase 4 and 5 and
engineering support for the project. Other activities for 2018 and 2019 include the revision and
negotiation of the WRRF’s National Pollutant Discharge Elimination System permit (NPDES)
permit and Time Schedule Order (TSO).
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FISCAL IMPACT
This amendment to WSC’s phase 2 and 3 program management contract will cost $1,124,453.
The Sewer Fund has sufficient unreserved working capital for this expenditure. On June 30,
2017, the City’s comprehensive annual financial report showed an unreserved working capital of
$27,656,818.
Original WSC Contract for Phase 2 and 3 $2,311,000
Amendment for Phase 3 $1,124,453
Total WSC Contract for Phase 2 and 3 $3,435,453
Industry average for total program related services for a project such as the WRRF are 6% of the
entire project cost. Total project costs for the WRRF are estimated to be $120-$140 million,
which places WSC’s anticipated total program management contract for Phases 1 through 5
within an acceptable range. Total costs for the project will continue to be refined as the design
nears completion.
ALTERNATIVE
Elect not to approve the contract amendment. The City Council may elect not to approve the
contract amendment at this time. Council may select this alternative if it believes that program
management may be accomplished in a different manner. Staff does not recommend this
alternative due to complicated nature of the project, the expense of bringing on a different
program manager mid-project, and the lack of in-house expertise and resources.
Attachments:
a - WSC Contract Amendment
b - Funding Letter from State Water Resources Control Board
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AMENDMENT TO AGREEMENT NO. 2
THIS AMENDMENT TO AGREEMENT is made and entered in the City of San Luis Obispo on
______________________, by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, herein after
referred to as City, and Water Systems Consulting Inc, hereinafter referred to as Contractor.
WITNESSETH:
WHEREAS, on November January 29, 2014 the City entered into an Agreement with Program Manager
Services for the Water Resources Recovery Facility per Specification No. 91 219; and
WHEREAS, the City desires to amend the scope of services to extend Program Management Services for
Phase 3 of the Water Resources Recovery Facility Project and the Contractor has submitted a proposal for this purpose
that is acceptable to the City.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter
contained, the parties hereto agree as follows:
1. The scope of services and related compensation is hereby amended as set forth in Exhibit A attached
hereto.
a. Program Management Services per proposal dated December 26, 2017, at a cost not to exceed
$1,124,453.00
2. All other terms and conditions of the Agreement remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year
first written above.
ATTEST: CITY OF SAN LUIS OBISPO
____________________________________ By: ____________________________________
City Clerk Mayor Heidi Harmon
APPROVED AS TO FORM: CONTRACTOR
_____________________________________ By: ____________________________________
City Attorney
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