HomeMy WebLinkAbout2010-032 Contract - Carollo Engineers
CONTRACT FOR PERSONAL SERVICES
CITY OF
ASHLAND
20 East Main Street
Ashland, Oregon 97520
Telephone: 541/488-6002
Fax: 541/488-5311
CONSULTANT:
Carollo Engineers
CONTACT:
Robert Eimstad
TELEPHONE:
4380 SW Macadam Avenue, Suite 350
Portland OR 97239
503-227-1885
ADDRESS:
DATE AGREEMENT PREPARED: 12/08109 FAX: 503-227-1747
BEGINNING DATE: January 1,2010 COMPLETION DATE: December 31",2012
COMPENSATION: Time and Materials Not To Exceed $366,996.00
SERVICES TO BE PROVIDED: As outlined in the Exhibits C: Scope or Services, D: Schedule, and E: Bud2et
ADDITIONAL TERMS:
FINDINGS: Pursuant to AMC 2.52040E and AMC 2.52.060, after reasonable inquiry and evaluation, the undersigned
Department Head finds and determines that: (1) the services to be acquired are personal services; (2) the City does not
have adequate personnel nor resources to perform the services; (3) the statement of work represents the department's
plan for utilization of such personal services; (4) the undersigned consultant has specialized experience, education,
training and capability sufficient to perform the quality, quantity and type of work requested in the scope of work within the
time and financial constraints prO/ided; (5) the consultant's proposal will best serve the needs of the City; and (6) the
compensation negotiated herein is fair and reasonable.
NOW THEREFORE, in consideration of the mutual covenants contained herein the CITY AND CONSULT ANT AGREE as
follows:
1. Findings / Recitations. The findings and recitations set forth abcNe are true and correct and are incorporated herein
by this reference.
2. All Costs by Consultant: Consultant shall, at its own risk and expense, perform the personal services described
abO/e and, unless otherwise specified, fumish all labor, equipment and materials required fa- the proper performance
of such service.
3. Qualified Work: Consultant has represented, and by entering into this contract now represents, that all personnel
assigned to the work required under this contract are fully qualified to perform the service to which they will be
assigned in a skilled and worker-like manner and, if required to be registered, licensed or bonded by the State of
Oregon, are so registered, licensed and bonded.
4. Completion Date: Consultant shall start performing the service under this contract by the beginning date indicated
abcNe and complete the service by the completion date indicated above.
5. Compensation: City shall pay Consultant for service performed, including costs and expenses, the sum specified
abcwe. Once work commences. invoices shall be prepared and submitted by the tenth of the month fa- work
completed in the prior month. Payments shall be made within 30 days of the date of the invoice. Should the contract
be prematurely terminated, payments will be made for work completed and accepted to date of termination.
6. Ownership of Documents: All documents prepared by Consultant pursuant to this contract shall be the property of
City.
7. Statutory Requirements: When applicable ORS 279B.220, 279 B.225, 279B.230, 279B.235, ORS Chapter 244,
ORS 670.60), 279C.505, 279C.515, 279C.520 and 279C.530 are made part of this contract as though these
prO/isions were set forth in full herein.
8. Living Wage Requirements: If the amount of this contract is $18,088 or more, Consultant is required to comply with
chapter 3.12 of the Ashland Municipal Code by paying a living wage, as defined in this chapter, to all employees
performing work under this contract and to any Subcontractor who performs 50% or more of the service work under
this contract: Consultant is also required to post the notice attached hereto as Exhibit B predominantly in areas where
it will be seen by all employees.
9. Indemnification: Consultant agrees to defend, indemnify and save City, its officers, employees .and agents harmless
from any and all losses, claims, actions, costs, expenses, judgments, subrogations, or other damages resulting from
injury to any person (including injury resulting in death), or damage (including loss or destruction) to property, of
whatsoever nature arising out of or incident to the perfa-mance of this contract by Consultant (including but not
limited to, Consultant's employees, agents, and others designated by Consultant to perform work or services
attendant to this contract). Consultant shall not be held responsible for any losses, expenses, claims, subrogations,
actions, costs, iudQments, or cther damaQes, directly, solely, and proximately caused by the neQliQence of dty.
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10. Termination:
a. Mutual Consent. This contract may be terminated at any time by mutual consent of both parties.
b. City's Convenience. This contract may be terminated at any time by City upon 30 days' notice in writing
and delivered by certified mall or in person.
c. For Cause. City may terminate or modify this contract, in whole or in part, effective upon deliveiy of
written notice to Consultant, or at such later date as may be established by City under any of the following
conditions:
i. If City funding from federal, state, county or other sources is not obtained and continued at levels
sufficient to allow for the purchase of the indicated quantity of services;
ii If federal or state regulations or guidelines are modified, changed, or interpreted in such a way
that the services are no longer allowable or appropriate for purchase under this contract or are
no longer eligible for the funding proposed for payments authorized by this contract; or
iii. If any license or certificate required by law or regulation to be held by Consultant to prcwide the
services required by this contract is for any reason denied, revoked, suspended, or not renewed.
d. For Default or Breach.
i Either City or Consultant may terminate this contract in the event of a breach of the contract by
the other. Prior to such termination the party seeking termination shall give to the other party
written notice of the breach and intent to terminate. If the party committing the breach has not
entirely cured the breach within 15 days of the date of the notice, or within such other period as
the party giving the notice may authorize or reqUire, then the contract may be terminated at any
time thereafter by a written notice of termination by the party giving notice.
ii Time is of the essence for Consultant's performance of each and every obligation and duty under
thiS contract City by written notice to Consultant of default or breach may at any time terminate
the whole or any part of this contract if Consultant fails to prcwide services called for by thiS
contract within the time specified herein or In any extension thereof.
iii The rights and remedies of City prcwided In this subsection (d) are not exclusive and are in
addition to any other rights and remedies provided by law or under this contract.
e. ObliqationlLiabilitv of Parties. Termination or modification of this contract pursuant to subsections a, b, or
c abcwe shall be without prejudice to any obligations or liabilities of either party already accrued prior to such
termination or modification. However, upon receiving a notice of termination (regardless whether such notice is
given pursuant to subsections a, b, c or d of this section, Consultant shall immediately cease all activrties under
this contract. unless expressly directed otherwise by City in the notice of termination. Further, upon termination,
Consultant shall deliver to City all contract documents, information, works-in-progress and other property that are
or would be deliverables had the contract been completed. City shall pay Consultant for work performed prior to
the termination date if such work was performed in accordance with the Contract
11. Independent Contractor Status: Consultant is an independent contractor and not an employee of the City.
Consultant shall have the complete responsibility for tre performance of this contract. Consultant shall prcwide
workers' compensation coverage as required in ORS Ch 656 for all persons employed to perform work pursuant to
this contract Consultant is a subject employer that will comply with ORS 656.017.
12. Assignment and Subcontracts: Consultant shall not assign this contract or subcontract any portion of the work
without the written consent of City. Any attempted assignment or subcontract without written consent of City shall be
void. Consultant shall be fully responsible for the acts or crnissions of any assigns or Subcontractors and of all
persons employed by them, and the approval by City of any assignment or subcontract shall not create any
contractual relation between the assignee or subcontractor and City.
13. Default. The Consultant shall be in default of this agreement if Consultant: commits any material breach or default
of any covenant, warranty, certification, or obligation it owes under the Contract; rts ORF status pursuant to tre ORF
Rules or loses any license, certificate or certification that is required to perform the SelVices or to qualify as a ORF if
consultant has qualified as a ORF for this agreement; institutes an action for relief in bankruptcy or has instituted
against it an action for insolvency; makes a general assignment for the benefit of creditors; or ceases doing business
on a regular basis of the type identified in its obligations under the Contract; or attempts to assign rights in, or
delegate duties under, the Contract
14. Insurance. Consultant shall at its own expense provide the following insurance:
a. Worker's Compensation insurance in compliance with ORS 656.017, which requires subject employers to
provide Oregon workers' compensation CCNerage for all their subject workers
b. Professional Liabilitv insurance with a combined single limit, or the equivalent, of not less than
$1.000.000 for each claim, incident or occurrence. This is to cover damages caused by error, omission or
negiigent acts related to the professional services to be provided under this contract.
c. General Liabilitv insurance with a combined single limit, or the equivalent. of not less than $1.000.000, for
each occurrence for Bodily Injury and Property Damage. It shall include contractual liability coverage for the
indemnity provided under this contract.
d. Automobile Liabilitv insurance with a combined sinole limit, orthe eauivalent, of not less than $1000000,
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EXHIBIT A
CERTIFICATIONS/REPRESENTATIONS: Contractor, under penalty of perjury, certifies that (a) the
number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be
issued to it and (b) Contractor is not subject to backup withholding because (i) it is exempt from
backup withholding or Qi) it has not been notified by the Internal Revenue Service (IRS) that it is
subject to backup withholding as a result of a failure to report all interest or dividends, or (iii) the IRS
has notified it that it is no longer subject to backup withholding. Contractor further represents and
warrants to City that (a) it has the power and authority to enter into and perform the work, (b) the
Contract, when executed and delivered, shall be a valid and binding obligation of Contractor
enforceable in accordance with its terms, (c) the work under the Contract shall be performed in
accordance with the highest professional standards, and (d) Contractor is qualified, professionally
competent and duly licensed to perform the work. Contractor also certifies under penalty of perjury
that its business is not in violation of any Oregon tax laws, and it is a corporation authorized to act on
behalf of the entity designated above and authorized to do business in Oregon or is an independent
Contractor as defined in the contract documents, and has checked four or more of the following
criteria:
/'
(1) I carry out the labor or services at a location separate from my residence or is in a
. specific portion of my residence, set aside as the location of the business.
/' (2) Commercial advertising or business cards or a trade association membership are
~urChased for the business.
@)Telephone listing is used for the business separate from the personal residence listing.
(4) Labor or services are performed only pursuant to written contracts.
(5) Labor or services are performed for two or more different persons within a period of one
---- /year.
-L (6) I assume financial responsibility for defective workmanship or for service not provided
as evidenced by the ownership of performance bonds, warranties, errors and omission
insurance or liabi 'ty in urance relating to the labor or services to be provided.
Contractor
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40132
for each accident for Bodily Injury and Property Damage, including ccwerage for owned, hired or non-owned
vehicles, as applicable
e. Notice of cancellation or chance. There shall be no cancellation, material change, reduction of limits or
intent not to renew the insurance coverage(s) without ~ days' written notice from the Consultant or its insurer(s) to
the City.
f. Additional Insured/Certificates of Insurance. Consultant shall name The City of Ashland, Oregon, and its
elected officials, officers and employees as Additional Insureds on any insurance policies required herein but only
with respect to Consultant's services to be provided under this Contract. As evidence of the insurance coverages
required by this Contract, the Consultant shall furnish acceptable insurance certificates prior to commencing work
under this contract. The certificate will specify all of the parties who are Additional Insureds. Insuring companies
or entities are subject to the City's acceptance. If requested, complete copies of insurance policies; trust
agreements, etc. shall be prcwided to the City. The Consultant shall be financially responsible for all pertinent
deductibles, self-insured retentions and/or self-insurance.
15. Governing Law; Jurisdiction; Venue: This contract shall be gcwerned and construed in accordance with the laws
of the State of Oregon without resort to any jurisdiction's conflict of laws, rules or doctrines. Any claim, action, suit or
proceeding (collectively, '1he claim") between the City (and/or any other or department of the State of Oregon) and
the Consultant that arises from or relates to this contract shall be brought and conducted solely and'exclusively within
the Circuit Court of Jackson County for the State of Oregon If, however, the claim must be brought in a federal
forum, then it shall be brought and conducted solely and exciusively within the United States District Court for the
District of Oregon filed in Jackson County, Oregon. Consultant, by the signature herein of its authorized
representative, hereby consents to the in personam Jurisdiction of said courts. In no event shall this section be
construed as a waiver by City of any form of defense or immunity, based on the Eleventh Amendment to the United
States Constitution, or otherwise, from any claim or from the jurisdiction.
16. THIS CONTRACT AND ATTACHED EXHIBITS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN THE
PARTIES. NO WAIVER, CONSENT, MODIFICATION OR CHANGE OFTERMS OFTHIS CONTRACT SHALL
BIND EITHER PARTY UNLESS IN WRITING AND SIGNED BY BOTH PARTIES. SUCH WAIVER, CONSENT,
MODIFICATION OR CHANGE, IF MADE, SHALL BE EFFECTIVE ONLY IN THE SPECIFIC INSTANCE AND FOR
THE SPECIFIC PURPOSE GIVEN. THERE ARE NO UNDERSTANDINGS, AGREEMENTS, OR
REPRESENTATIONS, ORAL OR WRITTEN, NOT SPECIFIED HEREIN REGARDING THIS CONTRACT.
CONSULTANT, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE, HEREBY ACKNONLEDGES THAT
HE/SHE HAS READ THIS CONTRACT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND
CONDITIONS.
17. Nonappropriations Clause. Funds Available and Authorized: City has sufficient funds currently available ard
authorized for expenditure to finance the costs of this contract within the City's fiscal year budget. Consultant
understands and agrees that City's payment of amounts under this contract attributable to work performed after the
last day of the current fiscal year is contingent on City appropriations, or other expenditure authority sufficient to allow
City in the exercise of its reasonable administrative discretion, to continue to make payments under this contract. In
the event City has Insufficient appropriations, limitations or other expenditure authority, City may terminate this
contract without penalty or liability to City. effective upon the delivery of written notice to Consultant, with no further
liability to Consultant.
Certification. Co sui nt shall si n the certification attached hereto as Exhibit A and herein incor reference.
CONS TAN CITY OF ASHLAND:
BY ~
Sig atu1
Print Name
T1TLE~{2./ ,y~&>
DATE -V4(lO /2// /.zoID
FINANCE DIR CTOR
DATE
CONTRACT AWARD AND FINDINGS DETERMINED BY'
By:
FederallD#
~/f) - 08Qq 7-1-2~
ACCOUNT #
'ComPeted W9 fam must be submitted \\ilh contrad
PURCHASE ORDER #
&1 FO (
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CITY OF ASHLAND
WATER CONSERVATION & REUSE STUDY (WCRS) AND COMPREHENSIVE
WATER MASTER PLAN (CWMP)
EXHIBIT C
SCOPE OF-SERVICES
1.0 WATER CONSERVATION AND REUSE STUDY (WCRS)
1.1 Objective
To conduct detailed water conservation and re-use study and prepare a report as spelled out
in the attached DHS grant application that conforms fully to the attached DHS grant
agreement, reporting requirements, and attached prior submittals.
1.2 Consultant Services
1.2.1 Grant ReportinQ
Based on the RFP and award of an engineering consultant services contract for the planning
study that includes the tasks listed below, administer all applicable grant requirements,
including quarterly progress reporting, financial status reporting, requests for release of funds
to the City, and final reporting.
1.2.2 ExistinQ Master PlanninQ Gap Analvsis
Review, analyze, validate and identify gaps in Ashland's existing water master plans and
water sources. (Incorporate results into CWMP). The updated Comprehensive Water Master
Plan (CWMP) document to follow the CWRS shall include specific items per OAR Ch. 333,
Div. 061 Oregon Department of Human Services, Public Health Systems. The CWMP shall
evaluate the needs of the water system for a six and twenty year periods. It shall include but
is not limited to the following chapters:
1. Executive Summary that includes:
a. Water quality and service goals
b. Present and future water system deficiencies identified
c. Recommended alternative for achieving goals and correcting deficiencies
d. Recommended schedule and financing program for constructing improvements
2. Existing System Description including:
a. Service Area.
b. Sources of Supply.
c. Status of Water Rights.
d. Current Drinking Water Quality and Compliance with Regulatory Standards.
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e. Maps of System Showing Size and Location of Facilities.
f. Estimates of Water Use.
g. Operation and Maintenance Requirements.
3. Water Quality & Level of Service Goals Description, considering:
a. Existing and Future Regulatory Requirements, including:
1) Preparation of a Disinfection By-product (DBP) Preliminary Evaluation TM
that investigates the cause of and prepares recommendations for possible
solutions to address high DBP levels in the distribution system. This
evaluation may not be necessary; pending the completed lOSE monitoring
results, but should be included in the scope so as to reserve funding in the
event that it is necessary.
2) Preparation of a Dam Surveillance and Safety Monitoring Plan (DSSMP)
for Hosler Dam for inclusion as Chapter 7 of an STI as required by FERC.
A $5,000 allowance has been included in the budget for this work. A sub
consultant will be selected by the City for this work and will be directly
managed by the City. Carollo will not be responsible for the budget, quality
or timing of deliverables under this task.
b. Non-Regulatory Water Quality Needs of Water Users.
1) Preparation of a Monitoring and Source Water Protection Management'
Plan TM for Reeder Reservoir, in particular as it relates to:
a). Water Quality to meet current TMDL requirements and treatment
objectives.
b) Water Quantity to meet storage and operational objectives.
c) This work will be conducted by Dr. Jacob Kann and will be directly
managed by the City. A $50,000 allowance has been included in the
budget for this work. Carollo will not be responsible for the budget,
quality or timing of deliverables under this task.
c. Flow and Pressure Requirements.
1) Preparation of a TM addressing flow and pressure needs in the Loop Road
Zone and preparing an updated budget and scope of services required for
the Crowson II Reservoir.
d. Capacity Needs Related To Water Use And Fire Flow Needs.
(1) Preparation of a TM to address implications of a potential reduction
of Reeder Reservoir storage capacity due to structural concems raised
by the most recent Part 12 Consultant. The City will provide an
assumed reduced water level; Carollo will be responsible for translating
the reduced level into the corresponding storage volume.
4. Water Demand: Project growth of water system necessary to meet demand during the
6 year, 20 year, (and 50 year per section B below) periods and impacts on:
a. Service area bouhdaries.
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b. Water supply source(s) and availability.
c. Customer water use.
5. Water Supply: An engineering evaluation of existing system's ability to meet the water
<Lu~J~ty~_n~~",eJ~~~ElI'V~c:!'lJtO,~Js'.~~~~!!~~~()f~lly_~xistirlg_"",,-~e.L~y~~.r!l__
-c~~~~~deficiencies, anddeficiencies TIkelytodevelop within the master plan periods. The
evaluations shall include:
a. Water Supply Sources and Water Rights Descriptions.
b. Water Treatment Facilities.
c. Storage.
d. Distribution Facilities including Pumping and Pressure Zone Separation Analysis.
e. Operation and Maintenance Requirements.
f. Impacts of Present and Probable Future Water Quality Regulations.
g. Determination of Additional Water Availability.
6. Alternatives Analysis including identification of:
a. The three top alternative engineering solutions that address anticipated
deficiencies.
b. Environmental impacts of the preferred alternative.
c. Associated capital costs, as well as operation and maintenance life cycle costs to
correct water system deficiencies and achieve system expansion to meet
anticipated growth, including identification of available options for cooperative or
coordinated water system improvements with other local water suppliers.
7. Financial Alternatives Analysis, including:
a. Local financing:
1) User Fee and Rate Study.
2) System Development Charges Update.
b. Financial assistance programs ("One stop").
8. Capital Improvement Program (CIP) Recommendation, including:
a. Engineering alternative and associated costs.
b. Maps showing size and location of proposed facilities.
c. Financing alternative recommended.
d. Schedule for design and construction.
1.2.3 Add 50 Year PlanninQ Horizon
Validate the City's future water needs through the year 2058. (Incorporate results in to part of
CWMP Chapter 4).
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1.2.4 Alternative Sources Analysis
Identify and fully describe all other alternative sources of water that will fully meet the City's
needs through the year 2058. (Incorporate results in to CWMP Chapter 5, section g).
1.2.5 RiQht Water. RiQht Use Analysis
It is anticipated that each water source will have defined uses and as such, identify options
that explore different methods to utilize the right water for the different water uses; potable,
irrigation sources and uses. (Incorporate results in to CWMP Chapter 3, section d (1 )).
1.2.6 TID IrriQation Analysis
Identify benefits and challenges to using Talent Irrigation District and Bureau of Reclamation
water, such as concerns from the Klamath Water basin; Oregon Fish and Wildlife issues,
Oregon Water Resources, and oihers (incorporate results in to CWMP Chapter 5, section g).
.
1.2.7 TID Environmental Analysis
Specifically analyze environmental hann or impacts with the long term use of various
irrigation water sources for City irrigation use (incorporate results in to CWMP Chapter 5,
section g).
1.2.8 Climate ChanQe Analysis
Explicitly address the hydrological benefits and challenges and anticipate the effects of
climate change with regard to water needs and water use (incorporate results in to CWMP
Chapter 5, section g)
1.2.9 Recycled Water Analysis
Identify benefits and challenges to using recycled water, such as the community's perception
and realities, restrictions, support from DEQ and State health, fruit growers, and others.
(Incorporate results in to CWMP Chapter 5, section g).
1.2.10 Secondary PipinQ System Analysis
. .
Identify options and cost estimates for piping the irrigation canals, piping for reuse/recycled
water uses, ponds, treatment. pumping, and any other relevant costs (incorporate results in
to CWMP Chapter 5, section g).
1.3 City Responsibilities
1. Schedule project initiation meeting in Ashland.
2. Review monthly reports, drafts, and requests for infonnation.
1.4 Oeliverables
1. Initiation meetings - agendas, notes, and action items.
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2. Monthly project reports and invoices (project duration).
3. Draft and Final Copies of the Report as required in the DHS grant agreements.
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2.0 WATER SYSTEM DESCRIPTION
2.1 Consultant Services
1. Prepare a summary of data and CWMP reference materials needed from the City.
2. Meet with City staff to tour water system facilities and review system condition and
operational issues and concerns.
3. Work with appropriate City staff to create a Water System Description. The following
water system components will be described:
a: Service Area.
b. Sources & Quality of Supply (including coli fonn, contaminants, chemicals, &
turbidity).
c. Status of Water Rights.
d. Current Drinking Water Quality and Compliance with Regulatory Standards.
e. Maps of System Showing Location of Facilities.
1) Water Treatment Facilities (process, hydraulic capacity, constituents, &
disposal).
2) Transmission System.
3) Pump Stations (including hydraulic capacity).
4) Storage Facilities.
5) Distribution System.
6) System Interties.
f. Estimates of Water Use, including historic consumption, production, & capacity
g. Operation and Maintenance Requirements.
h. Ownership and Management.
i. ,Overview - Pressure Zones.
2.2 City Responsibilities
1. Provide copies of requested water system data and reference materials in a timely
manner.
2. Host a water system facilities tour for the project team.
. 3. Provide Data for the Consultant team to create a Water System Description.
4. Review and comment on draft documents provided by Consultant.
2.3 Assumptions
1. The data collection meeting and facilities tour site visit will be coordinated with project
initiation meetings described in Task 1.
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2. The City will provide the available requested water system data and reference
materials.
3. The City will review the draft CWMP System Description chapter and work with the
Consultant team to provide necessary information for revising the draft chapter.
4. Detailed system description information and maps judged to be important to system
vulnerability will be summarized in a separate confidential memorandum to be provided
only to personnel authorized by the Public Works Director.
2.4 Deliverables
1. Data and reference materials request summary.
2. Word document electronic file of draft Plan Chapter 2 containing a description of the
existing water system which includes the service area, source(s) of supply, status of
water rights, current status of drinking water quality and compliance with regulatory
standards, maps or schematics of the water system showing size and location of
facilities, estimates of water use, and operation and maintenance requirements
3. Word document electronic file of the final draft Chapter 2 incorporating comments
4. Limited release Technical memorandum of vulnerable system details
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3.0 WATER QUALITY & LEVEL OF SERVICE GOALS
3.1 Objective
Work with City staff to develop a plan for existing and continued compliance with State and
Federal Safe Drinking Water Act requirements.
3.2 Consultant Services
3.2.1 ReQulatorv Requirements and Compliance Pro~ram
1. Describe Safe Drinking Water Act and Oregon DHS drinking water regulations
applicable to the City for:
a. Existing Regulations.
b. Proposed Regulations.
c. Anticipated Regulations.
2. Review the City's water quality compliance data from 1999-2007.
3. Create a regulatory compliance monitoring plan for the City.
4. Document compliance status.
5. Prepare recommendations regarding existing monitoring plans and/or treatment
practices based on existing or proposed Safe Drinking Water Act regulations.
6. Prepare Comprehensive Regulatory Compliance Plan.
7. Review and document the City's procedures for handling customer inquiries.
8. Document use of certified laboratories.
9. Preparation of a Disinfection By-product (DBP) Preliminary Evaluation TM that
investigates the cause of and prepares recommendations for possible solutions to
address high DBP levels in the distribution system. This evaluation may not be
necessary; pending the completed IDSE monitoring results, but should be included in
the scope so as to reserve funding in the event that it is necessary.
3.2.2 Non-Re~ulatorv Needs of Users: Public Involvement Process
1. Technical Review Committee
a. The City will establish a Technical Review Committee (TRC) consisting of City
management staff and members of the public to provide review and consensus
concerning study recommendations and improvement options.
b. The Consultant shall schedule milestones throughout the project and submit
technical reports to the TRC at these milestones.
c. The Consultant shall set the TRC meeting schedule and notify all members.
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2. Public Involvement
a. Conduct two (2) open house format hearings during the master planning process
to provide an opportunity for the public to comment on the master planning.
Consultants may be asked to conduct additional open house meetings to
n"." -- snare.tne-Uesigns ana"cost estimateswittftne"pu6lic ana answer questions.
b. Inform the City Council of master planning status.
Submit a monthly status report to the Public Works Director for Council
review.
Present a summary and the status of the master planning effort to Council
three (3) times during the duration of the project.
c. Prepare three separate mailings, to be mailed by the City, which will inform
citizens of master planning efforts.
d. Assist the City in drafting three (3) news releases informing citizens of the
progress of the master planning efforts.
e. Provide up to 38 hours of time for Mr. Richard Whitley, a Public Meeting
Facilitator, to assist in the public meetings as requested by the City.
3. Preparation of a Monitoring and Source Water Protection Management Plan Technical
Memo for Reeder Reservoir in particular it relates Algae and water quality to meet
current TMDL requirements and identify future requirements. As noted above, this work
will be conducted by Dr. Jacob Kann and will be directly managed by the City.
3.2.3
1.
Flow & Pressure Requirements: Proqram
Preparation of a Technical Memo addressing storage, pumping, flow and pressure
. needs in the Crowson and Loop Road Pressure Zones that includes a detailed budget
and scope of services required to address the current deficiencies.
3.2.4 Capacity Needs Related to Water Use: Conservation Proqram
1. Recent Program: Document the City's recent water conservation efforts, including
estimated savings if feasible. This will be achieved using information from the City and
discussions with City staff.
2. Goal: Assist the City in developing an appropriate quantitative conservation goal. The
goal will be developed related to the primary driver of the City's conservation program.
Typical conservation drivers include: 1) meeting voluntary water production targets, 2)
obtaining additional water supply, 3) deferring capital improvements, 4) decreasing
operating costs, or 5) demonstrating responsible use of water resources.
3. Program Next 6 Yrs: Recommend direction of the City's conservation program for the
next six years, ensuring that the number of conservation measures involved is
reasonable and practical and consistent with past activities as well as the Conservation
Plan that is currently being developed. The Consultant should be aware that the City is
currently implementing six or more measures (source meters, service meters,
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conservation pricing, bills showing consumption history, education, and landscape
management practices on City properties). The City staff will identify the measures for
the Consultant to include in the program. Evaluation of the impacts of conservation to
the water demand forecast will be addressed.
4. Preparation of a TM to address implications of a potential reduction of Reeder
Reservoir storage capaCity due to structural concems raised by the most recent Part
12 Consultant.
3.3 City Responsibilities
1. Provide existing water quality regulatory compliance data from 1999-2007 for review
,
and summary:
2.. Assist with development of comprehensive regulatory compliance plan elements.
3. Review drafts and provide comments.
3.4 Assumptions
1. No monitoring plans are currently in place.
2. One meeting and one conference call will be held with City staff to develop the draft
and final goal setting approach and actual goal(s);
3. The draft and final goals shall be consistent with the City's Water Comprehensive Plan
and DHS requirements.
4. The Public Participation Process is very difficult and subject to uncertainty regarding
the number of Public Meetings, conference calls and follow-up required. It is therefore
proposed to hold five public meetings (2 open houses and 3 council presentation.s) and
5 technical group meetings.
3.5 Oeliverables
1. Word document electronic files of the draft Chapter 3 containing a description of water
quality and level of service goals for the water system, considering, as appropriate,
existing and future regulatory requirements, non-regulatory water quality needs of
water users, flow and pressure requirements, and capacity needs related to water use
and fire flow needs.
2. Final draft word electronic file of Chapter 3 with review comments incorporated.
3. Word document electronic files preliminary and final as technical report
4. A Conservation Curtailment Program as required for conservation plans in OAR Ch.
333, Div. 061
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4.0 WATER DEMAND EVALUATION
4.1 Consultant Services
-~._---'r:==-Create.up tClfourmapsforthistask showing thefollowing:- ...- -...- --- __u..
a. Current City Limits.
b. Current Area of urban growth boundary.
c. The City's service area for the current, 6 year, 20 year and 50 year time frames.
d. Projected City growth areas for the 6, 20, and 50 year periods per the
Comprehensive Land Use Plan.
e. Current and projected zoning or land use within the City service area.
2. Demographic Projections: Develop demographic projections for the City's service
area for three time periods: 6-year, 20-year, and 50-year. These projections will
evaluate and include the impacts of climate change and will be based on demographic
~
data from the City Community Development Department, the County Planning
Department, the City Public Works Department, and/or the U.S. Census, depending on
data availability. Coordination with City's Community Development Department will be
important. The ideal demographic data are projections of single family households,
multifamily households, and employment through the 50-year time period. If such data
is not available, alternative methods of developing demographic projections include: 1)
using population data rather than households, 2) using utility connections data rather
than households, 3) analyzing historical data to determine historical growth rates and
extrapolate growth rates forward as appropriate given input from City staff, and 4)
analyzing buildable lands inventory, zoning, and timing of development. A range of
demographic projections (such as low, medium and high) can be provided, if desired
by City, if the available data support development of such projections.
,
3. Analysis: The demographic projections will be matched to the City's existing and
projected service area using appropriate analysis with input from the City's
Comprehensive Land Use Plan. Please note that GIS data may not be available. The
demographic projections should be divided into.sub-areas such as pressures zones,
and current versus new service areas, as data allows and as desired by the City.
4. Supply Characteristics: Summarize ten years (or a lesser amount if ten years is not
available) of historical supply characteristics such as the number of connections by
customer category, production, sales, water balance showing non-revenue water and
leaks, peaking factor, and water use factors. (Note: the current Utility Billing System
can produce information on water use by customer class. This information can be
determined via an extraction of the data from the Utility Billing System and manual
development of the customer related details via spread sheet.) This information will be
presented on an annual or monthly basis as appropriate. Water use factors, including
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EDUs, will then be calculated based on this data. Information will be analyzed and
presented separately for potable and reclaimed water.
5. Technical Memo: Prepare a Technical Memorandum for City review with summary
tables and graphs of the demographic projections and historical supply characteristics.
Edits and adjustments of this information shall occur before the data is used to develop
the demand forecasts.
6. Demand Forecasts: Generate demand forecasts using the demographic projections
and water use factors for the 6-year, 20-year, and 50-year time periods. The forecasts
will be presented by billing category (e.g., single family, multifamily, commercial) and
additionally will be divided into the same sub-areas as the demographic projections.
Information will be presented separately for potable and reclaimed water. For
reclaimed water, the Consultant will work with City staff to identify large potable users
and determine the feasibility of converting them to reclaimed water based on their
location and purpose of water use. The demand forecasts will include adjustments to
reflect the conservation program from Task 6.
7. Chapter 4: Prepare the associated chapter for inclusion in the CWMP.
8. Reuse: Describe Ashland's potential for Wastewater Reuse and water rights for
Wastewater Treatment Plant effluent and their potential impacts on potable water
supply with respect to use of treated effluent in lieu of source water.
9. TlD: Describe Ashland's potential for use of Talent Irrigation District Water and the
availability of associated TID water rights for the potential impacts on potable water
supply with respect to use of TID water in lieu of source water.
10. TAP: Describe Ashland's potential for use of Talent, Ashland, and Phoenix"(TAP) and
" associated 'water rights a~ a drinkin~ water supply.
- . - .
" . '
Summarize consistency with the ciiY'sland"'~se plan, and "note any differences (e.g. the 50
year scenario will likely go beyond the Elxisting information in the comprehensive land use
plan and portions of the service area will be outside the projected City Limits and current
Area of City Impact).
4.2' City Respc:msibilitil:is
1. Provide the following source data, per the data and reference materials request
'associated with Task 2: map data layers, City intertie agreements, Related plans, City
b~se map/parcel map in ACAD electronic file format, aerial map, utility map, land use
maps (current and future), water rights, and Comprehensive Land Use Plan. Facilitate
acquisition of data from other sources listed above in Task 4.1, item 2, as needed.
2. Review the draft CWMP chapter. including summarized demographic projections,
historical supply characteristics, maps, and provide written comments.
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4.3 Assumptions
1. Limited source data will be available beyond the 20 year planning horizon: Consultant
shall collaborate with the Community Development Department and the Engineering
Division to determine the 50 year planning horizon data utilizing the Comprehensive
..... [ancfOse Plan' as-~tlie o8seline-f6r'growth-"projections;:---' -,,_.- . ._~-~-
2. These task activities will be completed in conjunction with Task 5.
4.4 DeliverabJes
1. Word document electronic file of draft Plan Chapter 4: containing an estimate of the
projected growth of the water system during the master plan period and the impacts on
the service area boundaries, water supply source(s) and availability, and customer
water use.
2. Word document electronic file of the final draft Chapter 3.
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5.0 WATER SUPPLY SYSTEM EVALUATION
5.1 Objective.
Perform a water rights and alternate supply options analysis including inventory, comparison
with future needs, assessment of interties, and assessment of alternate water supply options
to meet IDWR, DEQ and City planning requirements.
5.2
5.2.1
1.
2.
3.
. 4.
Water Sources & Water Rights
5.
Consultant Services
Perfonn a water right inventory and analysis to identify and summarize the status of the
City's existing water rights with input from a review of City r~cords and Oregon
Department of Water Resources files pertaining to the basic documents of each water
right file (permit, certificate, etc.). The depth of this analysis will be sufficient to make a
recommendation to the City regarding the sufficiency of existing water rights for current
and future demands for each planning horizon.
Prepare future supply water rights analysis to determine the adequacy of the City's
existing water rights to meet the 6, 20 and 50 year demand forecast developed under
Task 5. Service area considerations related to purpose and place of use and service
limitations (if any) will be evaluated. The depth of this analysis will be sufficient to
define the City's ability to serve the existing and future service area. Identify any
additional water rights needed.
Document the status of the existing UI interties and agreements and their potential
impact on the ability of the City to provide service to current and future service areas
with existing and proposed water rights.
Describe surface source, groundwater and aquifer storage and recovery (ASR)
potential for future source of supply options to meet projected demand and improve
system reliability. This summary will include description of the potential facility
elements and design criteria, permitting considerations, estimated cost, and other
relevant infonnation. Consultant will also describe common implementation issues
associated with surface water and ASR projects for City consideration.
Describe reuse potential for future source of supply options to meet projected demand
and improve system reliability. This summary will include description of the potential
water reclamation demands (currently planned and future planned irrigation sites),
facility elements and design criteria, pennitting considerations, estimated cost, and
other relevant information. Consultant will also describe common implementation
issues associated with reuse projects for City consideration.
Develop preliminary common cost/yield comparison among the following potential
future water supply options: Surface Water Supply and associated water treatment;
6.
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Aquifer Storage and Recovery; reuse; conservation savings; and new groundwater
supply wells. This effort will rely on the work completed and conservation information
available in the City Water Conservation Plan, and information developed as part of the
CWMP.
5:2:2
1.
City Responsibilities
Provide available information regarding existing water rights.
2. Review and comment on CWMP Draft Chapter 6 and Technical Memorandum on
potential cost/yield supply options.
5.2.3 Assumptions
1. The City will provide available water rights information.
2. The preliminary cost/yield comparison will rely on existing available capital and O&M
cost information for the three different supply options, updating existing cost
information to 2009 costs. If O&M costs are not available, a qualitative assessment
with ranges associated with high, medium or low costs will be applied to provide for
comparison among the alternatives.
5.2.4 DeliverabJes
Word document electronic file of draft and final Technical Memorandum titled- Water Rights
and Supply Options; and final cost/yield supply options. This memorandum will be formatted
to be directly compiled into the CWMP as an appendix.
5.3 Water Treatment
5.3.1 Consultant Services
1. Evaluate the existing Water Treatment Facilities to determine ability to treat water
produced to meet the supply requirements for projected demands in all planning
horizons.
2. Identify potential solutions to any deficiencies in the Water Treatment Facilities
including lack of capacity, location limitations, and distance from proposed supply
sources.
3. Develop listing of recommended Treatment Facilities improvements for the Capital
Improvements Plan update.
4. Capital Improvements Plan update shall identify locations and types of Treatment
Facility additions and upgrades needed for improved use of existing sources and those
necessary to serve new sources.
5. Prepare a Technical Memorandum that evaluates the effectiveness and reliability of
WTP improvements and operations, including the following process improvements
issues:
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a. Magnetic Meter flow pacing SCADA incompatibilities.
b. Hypo-chlorite pump SCADA control inadequacies.
c. Soda Ash feed system control issues and remaining work.
d. Flocculation Design: how much flocculation is optimal and how much baffling is
appropriate.
e. Chlorine Diffusion in the clear well to reduce nuisance alarms and reduce
secondary DBP.
f. Backwash sump pump electrical power supply isolation from the SCADA system,
as well as other appropriate transient protection necessary to reduce adverse
impacts of lightning and power surges.
5.3.2 Deliverables
Word document electronic file of draft and final Technical Memorandum titled- Water
'Treatment Plant Operational and Capital Improvement Options. This memorandum will be
directly compiled into the CWMP as an appendix.
5.4 Water Distribution
5.4.1 Consultant Services:
5.4.1.1 Hydraulic Computer Model Development
Assist the City in the development of a PC based computer model that can be used for
planning, fire flow analysis, sizing of facilities, and extended period simulations. The model
will consist of a single input file that includes all the City's pressure zones. This task includes
the following:
1. Review the status of the existing hydraulic model.
2. Pr~vide reGOmmendation on purchase of new hydraulic modeling software.
3. Purchase new hydraulic modeling software.
4. Create and calibrate a new hydraulic model utilizing City purchased software, existing
hydraulic model data, base maps, and field data. Hydrant tests will be used to collect
pressure data to assist in the calibration process.
5. Include distributed system demand and all important facilities (tanks, pumps, sources,
interties, and pipelines) to reflect actual system operation including pressure zones.
6. Provide assistance, as needed, for the selection of sites for calibration fire flow tests.
7. Refine the operation of the model so that it will work in steady-state and extended
period modes.
8. Provide training, as needed, in the operation of the modeling software.
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"
9. Utilize model to determine necessary system modifications/additions to meet projected
growth and system demand. Findings shall be the basis of recommended Capital
Improvement Program update.
5.4.1.2 Model Calibration
1. Data Collection.
a. Select sites for fire flow tests and recording. meters.
b. Utilizing City provided field data calibrate in accordance with Calibration
Guidelines for Water Distribution System Modeling prepared by the Engineering
Computer Applications Committee of the AWWA.
c. Perform Steady state calibration to Planning Level accuracy.
2. Modeling Scenarios.
a. The following simulations will be run to evaluate the ability of the existing system
with and without recommended improvements to meet the level of service goals
established in Task 3:
Description Facilities Mode Demand Purpose
Existing Peak Existing Extended 2008 Peak Evaluate existing
Hour Period Day with peak hour
Diurnal conditions and
Curve identify deficiencies
Existing Fire Existing Steady 2008 Peak Evaluate existing
Flow State Day plus fire flow conditions
fire flow and identify
deficiencies
2010 CIP 2009 CIP Extended 2010 Peak Develop CIP for
Peak Hour Period Day with existing peak hour
Diurnal conditions
Curve
2010 CIP 2009 CIP Steady 2010 Peak Develop CIP for
Fire Flow State Day plus existing fire flow
fire flow conditions
2030 Peak 2009 CIP Extended 2030 Peak Evaluate 2030 peak
Hour Period Day with hour conditions
Diurnal w/2009 CIP
Curve improvements and
identify deficiencies
2030 Fire 2009 CIP Steady 2030 Peak Evaluate 2030 fire
Flow State Day plus flow conditions
fire flow w/2009 CIP
improvements and
identify deficiencies
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2030 CIP 2030 CIP Extended 2030 Peak Determine CIP for
Peak Hour Period Day with 2030 peak hour
Diurnal conditions
Curve
2030 CIP 2030 CIP Steady 2030 Peak Determine CIP for
Fire Flow State Day plus 2030 fire flow
fire flow conditions
2015 CIP 2015 CIP Steady 2015 Peak Identify portions of
Fire Flow State Day plus 2030 CIP needed to
fire flow meet 2015 fire flow
conditions
b. Develop Table of Capital Improvements for inclusion in final CIP listing.
Scheduling of CIP items will take into account the City's street overlay and
improvement program as well as other scheduled capital projects.
c. Develop drawing that shows the locations of the CIP items included in the final
list.
5.4.1.3 System Physical Capacity Analysis
1. Consultant Services.
a. Source Capacitv Analvsis
1) Evaluate the existing source (wells, booster pumps, etc.) capacity and
compare it to the projected demands for all planning horizons.
2) Provide analysis for each pressure zone in the distribution system.
3) Identify potential solutions to any deficiencies in source.
4) Develop listing of recommended source improvements for the Capital
Improvements Plan update.
5) Capital Improvements Plan update shall identify locations and types of
piping additions and upgrades needed for improved use of existing sources
and those necessary to serve new sources.
5.4.1.4 Energy Consumption Assessment
1. Consultant Services
a. . Gather and summarize data on existing water system equipment and facilities
energy consumption and efficiency. It is assumed that all required data will be
provided by the City in MS Excel format; this task does not include collection or
generation of new data.
b. Assess existing facilities energy consumption and identify equipment or facilities
with potential for energy savings through operational modifications, upgrades, or
replacement.
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.
5.5 Storage Capacity Analysis
5.5.1 Consultant Services
1. Eva.luate the existing storage capacity and compare it to the required storage based on
- ------projected-demandscusingcthe-following-Griteria-or-those-criteria-that-may,be-required-by
DHS:
a. Operational Storage.
b. Equalizing Storage.
c. Fire Flow Storage.
d: Standby Storage (use greater of Fire Flow or Standby, if approved by local fire
authority). (
e. Dead Storage.
2. Assess by City service level the storage capacity and ability to provide fire flow
volumes and rates within each service level. Identify where additional storage is
required to meet current and projected demands.
3. Assess operational parameters of Southeast reservoir under high flow demand periods
and emergency operations.
4. Provide analysis for each pressure zone in the distribution system.
5. Identify potential solutions to any deficiencies in storage; storage locations will be
identified by general area and overflow elevation, and may not include identification of
a specific site.
6. Develop listing of recommended storage improvements for the Capital Improvements
Plan update.
7. Utilize hydraulic model to assess current storage operations, determine location and
size of additional piping needed to improve operations, and determine piping
necessary to service new storage f?cilities.
5.5.2 Conveyance Svstem Capacitv Analysis
1. Examine existing conveyance system to determine capacity to deliver water under
normal and fire flow scenarios. Identify system deficiencies and improvements
necessary to resolve them. Specifically assess ability of system to deliver flow from
production and treatment facilities to storage facilities and high flow demand areas.
Evaluate methods to fully utilize existing storage capacity. Identify pressure ranges for
peak and normal flow conditions.
,
2. Reviewability of storage and conveyance systems to meet demands during high flow
periods with largest reservoir off line.
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.
5.5.3
1.
City Responsibilities
,
Work with local fire authority to explore possibility and advisability of nesting of fire flow
and standby storage.
4.
Assumptions
Software acquisition shall be made by City during Comprehensive Water System Plan
development with recommendations from consultant on available options. Model shall
utilize purchased software.
Model contains all necessary pipes, pumps, reservoirs, interties, and sources.
Calibration of operation in extended period simulation (EPS) by comparing model
"
behavior (e.g., reservoir levels) to the City's SCADA data is included in this scope of
work.
Detailed system description information or maps judged to be important to system
vulnerability will be summarized in a separate confidential memorandum to be provided
only to personnel authorized by the Public Works Director. This information is
anticipated to consist of information on required security deficiencies/upgrades.
5.5.4
1.
2.
3.
5.5.5
Oeliverables
The following products will be created during this task. Some will be produced by Consultant
and others will be produced by the City.
5.5.5.1 Consultant Deliverables
1. Word document electronic file of draft and final Technical Memorandum titled- Water
Distribution Hydraulic Modeling to provide Operational and Capital Improvement
Options. This memorandum will be directly compiled into the CWMP as an appendix.
2. Source adequacy analysis by pressure zone with recommendations for Capital
Improvements, as needed.
3. Conveyance system adequacy analysis by pressure zone with recommendations for
Capital Improvements Plan, as needed.
4. Storage adequacy analysis by pressure zone with recommendations for Capital
Improvements, as needed.
5. Capital improvement table that contains all improvements recommended for the 20-
year planning horizon.
6. Model outputs for use in developing capital improvement program (tables and maps).
7. Summary of Power Consumption Assessment process, findings, and
recommendations.
8. Limited release Technical memorandum of vulnerable system details.
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5.5.5.2 City Deliverables
1. Existing hydraulic computer modeling software capable of simulating the Water
distribution systems in both steady state and extended period modes.
2. Data regarding equipment and facilities energy consumption and operations.
5.6 Operations and Maintenance
5.6.1 Consultant Services
1. Meet with City staff to review information and create the following sections.
a. Organization Structure and Responsibility.
b. Operator Certification.
c. System Operation, Maintenance and Control.
d. Emergency Response Operations.
e. Safety.
f. Cross Connection Control.
g. Supplies and Equipment.
h. Record Keeping and Reporting.
i. O&M Improvements.
2. Identify any recommended changes to current operations and maintenance program
that will require funding through the CIP and evaluate and determine adequate staffing
needs. This task will include a detailed evaluation of staffing requirements; other
recommendations will be based on City staff input on deficiencies.
3. Identify and recommended changes to current Operations and Maintenance program
and subsequent staffing needs that shall be necessary to provide adequate resources
to address the expanded infrastructure outlined in the recommended Capital Plan.
5.6.2 City Responsibilities
1. Review available records and provide to the Consultant as requested.
2. Teleconference with Consultant to review available records.
3. Review and comment on draft Chapter 9.
5.6.3 Assumptions
1. Detailed system description information and maintenance information judged to be
important to system vulnerability will be summarized in a separate confidential
memorandum to be provided only to personnel authorized by the Public Works
Director.
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5.6.4 Deliverables
1. Word document electronic file of draft and final Technical Memorandum titled- Water
Supply System Operational and Maintenance Improvement Options. This
memorandum will be directly compiled into the CWMP as an appendix.
2. Word document electronic files of the draft Chapter 5 containing an engineering
evaluation of the ability of the existing water system facilities to meet the water quality
and level of service goals, identification of any existing water system deficiencies, and
deficiencies likely to develop within the master planning period. The evaluation shall
include the water supply source, water treatment, storage, distribution facilities, and
operation and maintenance requirements. The evaluation shall also include a
description of the water rights with a determination of additional water availability, and
the impacts of present and probable future drinking water quality regulations.
3. Final Draft Word electronic file of the Chapter 5 with review comments incorporated.
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6.0 ENGINEERING ALTERNATIVES ANALYSIS
6.1 Consultant Services
- T--c---Develop water supply alternatives wtiich adaress tne-planning goals ofthe City.
a. Include additional water rights that may need to be purchased. Consider water
rights for both surface and well supply. Describe the types and amount of these
additional water rights.
b. Develop a contingency plan identifying potential emergency water supply options
for severe water shortages.
c. Assess potential for developing groundwater resources and using ASR.
2. Evaluate each alternative based on the following:
a. Feasibility of each source considering preliminary cost estimates and integration
with existing transmission and storage facilities.
b. Reliability of source for both winter and summer uses. Consider the impact of the
university, the school district, the City, and other large water users and factor the
impacts of increase and decrease in use.
c. Availability of water rights.
d. Raw water quality and treatability of the potential sources. Sample collection and
testing will be required for each potential source. Jar testing shall be done where
necessary or required by the City.
e. Compliance of each source with drinking water standards:
f. Supply vulnerability and security.
3. Identify three options with the greatest promise to which additional evaluations will be
done.
4. Evaluate these three water supply alternatives in greater detail, including present worth
of operation and maintenance expenses, updated capital costs, and impact to the
annual City budget and user rates. Evaluations shall include identification of specific
sites, raw water transmission requirements, and scaled conceptual layouts in
displaying the location of major unit processes and structures. All data generated will
be at a planning-level of detail; cost estimates will be within a +50/-30 % level of
accuracy.
5. Review any environmental impacts of water supply alternatives and identity potential
concerns.
6. Receive input on the various water supply improvement alternatives from the staff and
the Technical Review Committee.
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6.2 City Responsibilities
1. Work with Consultant team to evaluate alternatives and select project prioritization
criteria.
2. Provide recent City water project bid tabulations to be used in developing the cost
estimating tool.
3. Review and comment on draft.
6.3 Assumpticms
1. City will provide available similar project cost information to help set up cost models.
6.4 Oeliverables
1. Draft and final Microsoft Excel spreadsheets. project cost estimating tool, and GIS
maps.
2. List of O&M improvements to be included in the CIP and addressed in Operational
budgets.
3. Draft and final Chapter 6 titled "Engineering Alternatives Analysis" that contains an
identification of alternative engineering solutions, environmental impacts, and
associated capital and operation and maintenance costs, to correct water system
deficiencies and achieve system expansion to meet anticipated growth, including
identification of available options for cooperative or coordinated water system
improvements with other local water suppliers.
. 4. Draft and final maps of the City distribution system showing locations of projects
, identified in the CIP table with attached project number for ease in cross-referencing.
/
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7.0 FINANCIAL ALTERNATIVES ANALYSIS
7.1 Consultant Services
The financial~program will be included in the Comprehensive Plan document as follows:
1. Past and Present Financial Condition - summarize water utility financial performance
for the past six years and document outstanding long-term debt and bonding capacity.
2. Available Revenue Sources - Document available sources of revenue and funding for
capital and operational costs and describe historical approaches and/or policies that
establish the City's funding methods.
3. Capital Financing Alternatives and Approaches - Identify capital financing. Identify and
document Capital Funding Assistance Programs - Available State and Federal grant
and loan programs.
4. Life Cycle Costing (By Carollo) - Develop perpetual life replacement program for the
distribution system, recommended service life for water lines, pumps, and other
.-- .----- - - -- -'...".- -
components.
a. The program shall include an average, annual revenue requirement needed to
fully fund a replacement program.
b. The replacement program shall consider an assessment of backlogged needs,
recommend a specific program to address the backlog, and shall recommend
criteria for use in ranking projects.
c. Develop a recommended on going maintenance program, detailing types of
maintenance needed to protect investment and frequency of maintenance
activities.
d. Develop a detailed phasing plan for recommended improvements. Include new
water systems in the undeveloped areas within the UGB. Show facilities as
closely as possible to final design locations to permit them to be constructed with
development projects.
e. Prepare system wide maps showing locations and phasing of these
improvements. Improvement locations shall be provided to assist staff in
ensuring the improvements will be provided with land development.
5. SDC Implementation.
a. Provide detailed cost estimates for all recommended water system
improvements.
1) Calculate future operation and maintenance costs.
2) Define, in detail, the portion of individual project Costs attributable to
existing customers and the portion attributable to growth. Provide
documentation for the basis and methodology used to allocate costs.
January 27, 2010
pw-JICarollo'OienOORlAshlaOO'8406AOO'Projecl ManagemenlfContracts
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.,
3) Review the City's existing system development charges (SDC) and
recommend any improvements to the methodology used to allocate costs.
Include a list of the recommended improvements that are eligible for SDC
funds and the amount each is eligible for.
o
b. Thoroughly review all possible funding sources for the preferred water system
improvements and develop a funding mechanism for the proposed
improvements.
1) Review funds available and the status of capital improvements, operation,
and maintenance funds for the water system.
2) Identify different funding sources including State, Federal, and private
sources.
6. Rate Structure and Conservation - Complete a rate analysis in order to estimate future
water rates. Utilize projected annual operation and maintenance costs and any needed
capitol improvement bonding to project. Potential rate impacts for the needed
improvements. Identify water conservation opportunities that might be addressed
through rate structure revisions. Summarize City's approach to utility rate studies,
status of rates recommended in 2005 rate study, and anticipated scope of 2010 rate
study.
7. Recommended Financial Strategy - Recommend a financial strategy addressing
funding sources, basic financial policies, rates and charges.
7.2 City Responsibilities
1. Provide financial, budgeting, rate and customer reports.
2. Review and comment on draft Chapter 7.
7.4 Oeliverables
1. Word document and Excel spreadsheet electronic files of the draft chapter 7 containing
a description of alternatives to finance water system improvements that includes local
financing (such as user rates and system development charges), long tenn financial
alternatives, and financing assistance programs. It also contains a detailed analysis of
the financial operational performance of the water fund including detailed financial
recommendations to enable the City to implement the preferred engineering solution
recommendations chosen in the previous chapter.
2. Final Draft Word electronic file of the chapter 7 with review comments incorporated.
(
January 27, 2010
pwJ/Carollo'ClienllORlAshlal'ldl8406AOOIProjecl ManagemenllContracls
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3. Word document electronic file of draft and final Technical Memorandum titled-Fees and
Rates Study for the Water Supply System. This memorandum will be directly compiled
into the CWMP as an appendix.
4. Word document electronic file of draft and final Technical Memorandum titled- SDC
- Update for the-Water Supply System.-This memorandum will be directly compiled into
the CWMP as an appendix.
January 27, 2010
pw-JlCarolkVCIienVORlAshlanG'8406AOOIPrqect Management/Contracts
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8.0 CAPITAL IMPROVEMENT PROGRAM (CIP)
8.1 Cons~ltant Services
1. Work with the City during a workshop to discuss and develop project evaluation,
screening and prioritization criteria to be used in the selection of and prioritization of
projects. The contents of the CIP table and project sheets will also be reviewed and
refined at this workshop.
2. Describe the CIP prioritization process, project justification and description.
3. Work with City staff to organize and summarize system pipe age and line break
information to help evaluate remaining pipe life throughout the system; it is assumed
these data are available in either GIS or MS Excel format. Data provided by the City
may be in the form of GASB 34 inventory database.
4. As other project information is made available by the City, water CIP projects will be
. scheduled to coordinate with other City sewer and street improvement projects in the
same areas to minimize overall infrastructure improvement costs.
5. Provide justification for proposed capital and non-capital improvement projects.
6. Prepare a standard cost estimating methodology that will be used to compare and
evaluate project alternatives. Costs will be updated to account for changes in schedule.
7. Apply a standardized cost apportionment methodology to each recommended CIP
project which describes the estimated cost of the project in a cost per water service
connection. These values will be used for comparison of alternatives and prioritization
of projects within the confines of the Plan.
8. Prepare a CIP spreadsheet or database system that can be used to describe and sort
projects by date, schedule, priority, or type. Each project in the spreadsheet will be
linked to a project sheet that describes the project and project justification.
9. Outline and summarize the schedule of capital improvement projects in a summary
table by year for the first 5 years, in 5 year increments for the next 15 years, and
projects beyond the 20 year time frame. Develop a system exhibit that identifies
projects and timeframe for implementation.
10. Describe long-term strategies for the 50-year system vision. It is expected that details
of these strategies will be refined in subsequent CWMP updates.
8.2 City Responsibilities
1. Work with Consultant team to evaluate alternatives and select CIP projects.
2. Help to select project prioritization criteria.
January 27, 2010
rmJICarollolOientlORlAshlandl8406AOOIProjecl ManagemenVContracts
33 of 37
3. Provide recent City water project bid tabulations to be used in developing the cost
estimating tool.
4. Review and comment on draft CIP.
8.3 Assumptions
1. City will provide available similar project cost information to help set up cost models.
8.4 Deliverables
1. Draft and final Microsoft Excel spreadsheets, project cost estimating tool, and GIS
maps.
2. List of O&M improvements to be included in the CIP and addressed in Operational
budgets.
3. Draft and final Chapter 8 titled "Capital Improvement Program" that contains a
recommended water system improvement program including the recommended
engineering alternative and associated costs, maps or schematics showing size and
location of proposed facilities, the recommendedfiDancing .aItElrnative,. and a
recommended schedule for water system design and construction.
4. Draft and Final Maps of City distribution system showing locations of projects identified
in the CIP table with attached project number for ease in cross-referencing.
o
January 27, 2010
rm-JICaIoIIciOienVOAIAshlandl8406AOO'Project ManagemenVContracts
34 of 37
9.0 ENVIRONMENTAL ASSESSMENT
This task is optional and inclusion in study scope will be determined during development of
the Comprehensive Water Master Plan. Completion of this task is not included within the
current budget. If need for this task arises based on the outcome of the WCRS and CWMP,
Carollo will work with the City to develop an appropriate scope and budget for this task. The
description herein as provided as an example only.
9.1 Consultant Services
1. Performance of an Environmental Assessment or Environmental Impact Statement as
needed to meet State of Oregon and Oregon DEQ regulations for the identification,
evaluation, and assessment of potential environment impacts associated with the
Comprehensive Water System Master Plan.
2. ENEIS shall meet the requirements set forth in the State Revolving Fund guidelines to
allow anticipated Capital Improvement Projects to be eligible for SRF programs.
3. Public participation and review process in accordance with public outreach guidelines.
4. Inclusion of the ENEIS findings in the Comprehensive Water System Plan document
9.2 City Responsibilities
1. Provide floodplain and sensitive areas data as available.
2. Review and comment on draft Chapter 9.
9.3 Assumptions
1. Consultant will participate in public outreach meetings.
9.4 Oeliverables
1. Word document electronic files of the draft Chapter 9.
2. Word document electronic files of final ENEIS Documents and Chapter 9.
o
January 27, 2010
pw-J/CarollcraientlORlAshIandlB406AOO'Projecl ManagemenVContracts
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,Form W-9
Request for Taxpayer
Identification Number and Certification
Give form to the
requester. Do not
send to the IRS.
Check appropriate box: D IndividuallSoleproprietor Jil ,Corporation 0 Partnership _ _ ",_" _. _
o Umited liability company. Enter the tax classificatjon (D=disregarded entity, C=corporation, P=par1nership) ... _... _ __
o Other (see instructions) ..
Address (number, street, and apt. or suite no.)
3033 North 44th Street, Suite 101
(Rev. October 2007)
Oepartmerrt of the Treasury
Internal Revenue Service
Name (as shown on your income tax return)
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Carollo Engineers, P.C.
Business name. jf different from above
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City. state, and ZIP code
Phoenix, Arizona 85018
List account number(s} here (optionaQ
IN
0" Exempt
payee
Requester'S name and address (optional)
Social security number
Enter your TIN in the appropriate box. The TIN provided must match the name given on Line 1 to avoid
backup withholding. For individuals, this is your social security number (SSN). However, for a resident
alien, sole proprietor, or disregarded entity, see the Part' instructions on page 3. For other entities, it is
your employer identification number (EIN). If you do not have a number, see How to get a TIN on page 3.
Note. If the account is in more than one name, see the chart on page 4 for guidelines on whose
number to enter.
Certification
or
Employer Identification number
86: 0899222
Under penalties of perjury, I certify that
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me). and
2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I.have not been notified by the Internal
Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has
notified me that I am no longer subject to backup withholding, and
3. I am a U.S. citizen or other U.S. person (defined below).
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup
withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply.
For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement
arrangement (IRA). and generally, payments other than interest and dividends, you are not required to sign the Certification, but you must
provide your correct TIN. See the instructions on page 4.
Sign I Signature of
Here ,u.s. person ... Date ..
Definition of a U.S. person. For federal tax purposes, you are
considered a U.S. person if you are:
. An individual who is a U.S. citizen or U.S. resident alien,
. A partnership, corporation, company, or association created or
organized in the United States or under the laws of the United
States,
. An estate (other than a foreign estate), or
. A domestic trust (as defined in Regulations section \
301.7701-7). \
Special rules for partnerships. Partnerships that conduct a
trade or business in the United States are generally required to
pay a withholding tax on any foreign partners' share of income
from such business. Further, in certain cases where a Form W-9
has not been received, a partnership is required to presume that
a partner is a foreign person, and pay the withholding tax.
Therefore, if you are a U.S. person that is a partner in a
partnership conducting a trade or business in the United States,
provide Form W-9 to the partnership to establish your U.S.
status and avoid withholding on your share of partnership
income.
The person who gives Form W-9 to the partnership for
purposes of establishing its U.S. status and avoiding withholding
on its allocable share of net income from the partnership
conducting a trade or business in the United States is in the
following cases:
. The U.S. owner of a disregarded entity and not the entity.
Cat. No. 10231 X Form W -9 (Rev. 10-2007)
General Instructions
Section references are to the Internal Revenue Code unless
otherwise noted.
Purpose of Form
A person who is required to file an information return with the
IRS must obtain your correct taxpayer identification number (TIN)
to report, for example, income paid to you, real estate
transactions, mortgage interest you paid, acquisition or
abandonment of secured property. cancellation of debt, or
contributions you made to an IRA.
Use Form W-9 only if you are a U.S. person (inCluding a
resident alien), to provide your correct TlN to the person
requesting it (the requester) and, when applicable, to:
1. Certify that the TIN you are giving is correct (or you are
waiting for a number to be issued),
2. Certify that you are not subject to backup withholding, or
3. Claim exemption from backup withholding if you are a U.S,
exempt payee. If applicable, you are also certifying that as a
U,S. person, your allocable share of any partnership income from
a U.S. trade or business is not subject to the withholding tax on
foreign partners' share of effectively connected income.
Note. If a requester gives you a form other than Form W-9 to
request your TIN, you must use the requester's form if it is
substantially similar to this Form W-9.
ACORD~ CERTIFICATE OF LIABILITY INSURANCE I DATE (MMlDDfYY)
02/01/10
PRODUGER 0564249 1-800-833-7337 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Heffernan Insurance Brokers/ ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
Heffernan Professional Practices HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
1808 Embarcadero Road..Suite A ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Palo Alto, CA 94303 INSURERS AFFORDING COVERAGE
INSURED INSURER A: OUeBeacon America Insurance Cnmnany
Carollo Engineers, A Professional Corporation INSURER B: ACE American Insurance Company
10540 Talbert Avenue. Suite 200 Bast INSURER c:
Fountain Valley, CA 92708 INSURER 0:
I INSURER E:
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS. EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
I~~: TYPE OF INSURANCE POUCY NUMBER PQUCY EFFEcnve P2'a1.E',EXPIRATION UMITS
A ~NERAL UABIUTY 7180103170000 12/31/09 12/31/10 EACH OCCURRENCE $ 1, ODD, 000
X COMMERCIAL GENERAL LIABILITY FIRE DAMAGE (Anyone fire) S 500,000
I CLAIMS MADE 0 OCCUR MEO EXP (Anyone person) $25,000
r- PERSONAL & ADV INJURY $ 1,000,000
r- GENERAL AGGREGATE S 2,000,000
r-~~i'~ AGG~fillllMIT APrlSIPER: PRODUCTS - COMP/OP AGG S 2,000,000
POLICY X; ~~.9; lOG
A ~OMOBllE UABIUTY 7180103170000 12/31/09 12/31/10 COMBINED SINGlE LIMIT
$ 1,000,000
X ANY AUTO (Eaaccident)
- All OWNED AUTOS BODilY INJURY
(Per person) $
- SCHEDULED AUTOS
- HIRED AUTOS BODilY INJURY
{Per accident) $
- NON.OWNED AUTOS
- PROPERTY DAMAGE $
(Pereccidenl)
lGE UABIUTY AUTO ONLY. EA ACCIDENT $
ANY AUTO OTHER THAN EA ACC $
AUTO ONLY: AGG $
A EXCESS UABIUTY 7180103170000 12/31/09 12/31/10 EACH OCCURRENCE S 1,000,000
~-OCCUR D CLAIMS MADE AGGREGATE $ 1,000,000
$
=1 ~EOUCT1BLE $
RETENTION $ $
A WORKERS COMPENSAnDN ANO 4060316440000 12/31/09 12/31/10 X I .Vf.'<:?T~n!~ I 10JI;'-
EMPLOYERS' UABIUTY $ 1,000,000
E.L EACH ACCIDENT
E.L DISEASE. EA EMPLOYE $ 1,000,000
E.L DISEASE - POLlCY LIMIT $ 1,000,000
OTHER
B Professional Liability G21656495006 07/04/09 07/04/10 Per Claim. s 1,000,000
Retroactive Date: unlimited Aggregate s 1,000,000
Deductible $400,000
DESCRlPTlON Of OPERAnONSJLOCAnONSNEHICLESJEXCLUSlONS ADDED BY ENDORSEMENTfSPECIAL PROVISIONS
All operations of the named insured.
Professional Liability is written in aggregate limits of liability not less than the amount shown.
Re: Water Conservation' Reuse Study (lfCRS) and Comprehensive Water Plan (CWMP) . Carollo Project #: Not yet assigned.
The City of Ashland, Oregon, and its elected officials, officers and employees are included as additional insureds with
respects to General & Auto Liability.
CERTIFICATE HOLDER I I ADDmONAL INSURED; INSURER LETTER: CANCELLATION *10 DAYS NOTICE POR NON-PAYMBNT OP PREMIUM
SHOULD ANY OFTHE ABOVE OESCRlBEO POUCtEB BE CANCELLED BEFORE THE EXPIRAnON I
City of Ashland DATE THEREOF, THE ISSUING INSURER WILL ElH~""f MAIL ~ DAYS WRITTEN
NonCE TO THE CERTlFlCATE HOLDER NAMED TO THE LEFT, EJf~V'mlIl'''1rftlPr. ............1
20 East Nain Street ~
~ ~l~~wr~,yyyyyyyyyy~yyyyyyyyyyyyyyyyyyyyyyy
Ashland, OR 97520 AUTHORIZED REPRESENTAnvE $-
I USA
ACORD 25-5 (7/97) drichie
14337393
@ACORD CORPORATION 1988
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
@VANTAGE FOR AUTOMOBILE
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
The following schedule lists the coverage extensions provided by this endorsement. Refer to the individual provi-
sions to determine the extent of your coverage.
SCHEDULE OF COVERAGE EXTENSIONS
1. Additional Insured By Contract 11. Extra Expense - Broadened Coverage
2. Airbag Discharge 12. Fellow Employee Exclusion
3. Auto Theft Reward 13. Glass Repair - Waiver of Deductible
4. Blanket Waivel of Subrogation 14. Hired Auto Physical Damage Coverage
5. Bodily Injury Redefined - Mental Anguish 15. Hired Auto - Worldwide Coverage Territory
6. Broad Form Named Insured 16. Lease Gap Coverage
7. Communications Equipment 17. Uability Coverage - Supplementary Payments
8. Drive Other Car - Executive Officers 18. Newly Formed or Acquired Organizations
9. Duties In The Event of Accident, Claim, Sull or Loss 19. Physical Damage - Transportation Expenses
10. Emolovees As Insureds 20. Towina - Anv Auto
1. ADDITIONAL INSURED BY CONTRACT
The Who Is An Insured provision under SECTION II - LIABILITY COVERAGE is amended to include as iBn
additional insured any person or organization wllh whom you agreed in a written contract, written agreement or
permit, to provide insurance such as is afforded under this Coverage Form. Such person or organization is an.
insured only with respect to liability for "bodily injury" or "property damage" caused, in whole or in part by your
maintenance, operation or use of your covered "autos".
With respect to the insurance afforded to these additional insureds, this insurance does not apply:
a. Unless the written contract or agreement has been executed or the permit has been issued prior to the
"bodily injury" or "property damage";
b. To any person or organization included as an insured by endorsement or in the Declarations, or
c. To any. lessor of "autos" when their contract or agreement with you for such leased "auto" ends.
2. AIR BAG DISCHARGE
If you purchased physical damage coverage for a covered "auto" under this policy, we will pay to reset or re-
place an airbag that accidentally discharges without the vehicle being involved in an accident. No deductible
applies to this additional coverage. However, this coverage only applies if the airbag is not covered under a
manufacturer's warranty and you did not intentionally cause the airbag to discharge.
3. AUTO THEFT REWARD
We will pay up to a $2,000 reward in the event of a covered loss, for information leading to the arrest and con-
viction of anyone stealing a covered "auto". A reward will not be paid to you, a family member, employee or any
public official while performing their duty.
4. BLANKET WAIVER OF SUBROGATION
The Transfer Of Rights Of Recovery Against Others To Us condition under SECTION IV - LOSS CONDI-
TIONS is replaced by the following:
We will waive any right of recovery we may have against any person or organization because of payments we
make for injury or damage arising out of the operation of a covered "auto" when you have assumed liability for
such "bodily injury" or "property damage" under an "insured contracr, provided the contract is in writing and
executed prior to the "bodily injury" or "property damage".
5. BODILY INJURY REDEFINED - MENTAL ANGUISH
The definition of "bodily injury" under SECTION V - DEFINITIONS is replaced by the following:
"Bodily injury" means bodily injury, sickness, or disease sustained by a person, including mental anguish or
death resulting from any of these at any time.
veA 201 02 05
Incfudes copyrighted material of Insurance Services Off ace, Inc.
Copyright 2004, 1!1!!ll!!!!!!I!!!I!!!!!I!ll!II!! llll!/l!!!!!!!!!!!
@@@@@@@@@@@@@@@@@@@@@
Page 1 or 4
6. BROAp FORM NAMED INSURED
a. The Who Is An Insured provision under SECTION II - LIABIUTY COVERAGE is amended to include the
following: .
Any organization which is a legally incorporated entity in which you own a financial interest of more than
50% of the voting stock on the effective date of this Coverage Form will be a Named Insured until the 180th
day or the end of the policy period whichever comes first, provided there is no other similar insurance avail-
able to that organization. '
b. Paragraph a. of this provision 6. does not apply to "bodily injury" or "property damage" for which an
"insured" is also an insured under any other automobile policy or would be an insured under such a policy,
DUUorits1ermination~orthlrexhaustion-otits-limit-otinsurance .
7. COMMUNICATIONS EQUIPMENT
a. The exclusion for electronic equipment under Exclusions of SECTION III - PHYSICAL DAMAGE COVERAGE
does not apply to loss of any permanently installed, non-removable communications equipment designed
for use as a:
1. Citizen's band radio;
2, Two-way mobile radio or telephone;
3. Scanning monitor receiver, or
4. GPS Navigation System
including its antenna and other accessories.
b. No Deductible applies to this additional coverage.
c. The most we will pay for this coverage is $2,000 per occurrence.
8. DRIVE OTHER CAR - EXECUTIVE OFFICERS
a. Tile WfiOlSAn Insure(l prOVISion underSECTION1t=tIABlttlYCOVERAGE'is-amended-to-inelude:
If you are designated in the Declarations as:
1. An individual; you and your spouse.
2. A partnership; your partners and their spouses.
3. An organization other than an individual or a partnership; you "executive officers" and their spouses.
b. SECTION II - LIABIUTY COVERAGE and SECTION III - PHYSICAL DAMAGE COVERAGE are extended
to include "autos" you don't own, hire, lease or borrow while in the care, custody or control of an insured
listed in 8.a. This does not include any "auto":
1. Owned by any insured listed in 8.a., or any member of their household, including any such "auto" that is
owned but not insured;
2. Used by an insured listed in 8.a. while working in the business of selling servicing, repairing or parking
autos; Of1
3. Insured under another policy of insurance.
If Medical Payments, UninsuredlUnderinsured Motorist, Personal Injury Protection or other compulsory
coverages required by the governing jurisdiction are covered on this policy, then insureds listed in 8.a.
above and family members residing in the same households are "insureds" while:
1. Occupying as a passenger, or
2. A pedestrian when struck by
any auto you do not own, hire, lease or borrow, except any auto owned by that insured listed. in 8.a, their
family members or an auto insured under any other policy.
c. The limits and deductibles applicable to this provision will be the largest applicable to any owned "auto" for
the specific insurance.
d. The following definition is added to SECTION V - DEFINITIONS of the policy:
"Executive officer" means a person holding any of the officer positions created by your charter, constitu-
tion, by-laws or any similar governing document.
e. The Other Insurance Condition, under SECTION IV - BUSINESS AUTO CONDITIONS, does not apply to
the provisions of this Drive Other Car endorsement. There is no "other insurance" applicable to this en-
dorsement.
Page 2 of 4
Includes copyrighted material 01 Insurance SeMces OrrICO, Inc.
Copyright 2004. !I!IIII!!!!!!I!!!!!!!!l!!!!I!!!!!!!!!!lll!!l!!!!ll
VCA 201 02 05
9. DUTIES IN THE EVENT OF ACCIDENT, CLAIM, SUIT OR LOSS
Under SECTION IV - BUSINESS AUTO CONDITIONS - the Duties In The Event Of Accident, Claim,
Suit Or Loss Condition is amended as follows: .
The requirements that you must
a. notify us of an "accidenf' claim, "suit" or "loss" and
b. send us documents concerning a claim or "suit"
apply only when such "accidenf' claim, "sun" or "loss" is known to:
a. You, if you are an individual;
b. A partner, rt you are a partnership;
c. An executive officer of the corporation or insurance manager, if you are a corporation; or
d. A manager, if you are a limned liability company.
10. EMPLOYEES AS INSUREDS
The Who Is An Insured provision under SECTION II - LIABILITY COVERAGE is changed by adding the
following:
Any employee of yours while using a covered "auto" you don't own, hire or borrow in your business or
your personal affairs. This coverage is excess over any other collectible insurance.
11. EXTRA EXPENSE - BROADENED COVERAGE
Under Paragraph A. of SECTION 111- PHYSICAL DAMAGE COVERAGE, the following Coverage is added:
We will pay for the expense of returning a stolen covered "auto" to you subject to Paragraph C. Limit
. Of Insurance.
12. FELLOW EMPLOYEE EXCLUSION
The Fellow Employee exclusion under SECTION II - LIABILITY COVERAGE does not apply if the "bodily
injury" results from the use of a covered "auto" you own or hire. This coverage is excess over any other in-
surance.
13. GLASS REPAIR - WAIVER OF DEDUCTIBLE
Under Paragraph D. Deductible - of SECTION III - PHYSICAL DAMAGE COVERAGE, the following is
added:
No deductible applies to glass damage if the glass is repaired rather than replaced.
14. HIRED AUTO - PHYSICAL DAMAGE COVERAGE
If hired "autos" are covered "autos" under SECTION II - LIABILITY COVERAGE and if Comprehensive,
Specified Causes of Loss, or Collision coverages are provided under this policy for any "auto" you own,
then SECTION III - PHYSICAL DAMAGE COVERAGE is extended to "autos" you hire, subject to the fol-
lowing limn:
The most we will pay for "loss" to any hired "auto" is the lesser of:
a. $50,000,
b. The actual cash value, or
c. The cost of repairing or replacing n with other property of like kind or quality.
The deductible will be equal to the largest deductible applicable to any owned "auto" for that coverage. No
deductible applies to "loss" caused by fire or lightning. Hired Auto Physical Damage coverage is excess
over any other collectible insurance. '.
Subject to the above limn, deductible and excess provisions, we will provide coverage equal to the broadest
coverage applicable to any covered "auto" you own.
We will also cover loss of use of the hired "auto" if the following conditions are met:
a. n results from an accident,
b. you are legally liable, and
c. the lessor incurs an actual financial loss.
The most we will pay for this loss of use coverage is $1,000 per "accident".
veA 201 02 06
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Copyright 2004. 1!!!!!!lII!1l1!!!!!!!!!!!!!!I!I!lI!!!I!1II!III!!1I
Page30f 4
15. HJRED AUTO - WORLDWIDE COVERAGE TERRITORY
The definition. of coverage te'mtory in General Conditions.- Policy Period, Coverage Territory - of SEC-
TION IV - BUSINESS AUTO CONDITIONS is amended to add:
Anywhere in the world for autos hired for 30 days or less, provided that any "suit" is brought in the
United States of America Qncluding its territories and possessions), Puerto Rico or Canada.
16. LEASE GAP COVERAGE
Under Paragraph C. Limit of Insurance - of SECTION III - PHYSICAL DAMAGE COVERAGE, the follow-
ing is added: .
We-will-also-pay-the-diffeFen~etween-the-aGlllal-cash-value-of-a-covered.."auto" at the time_oJ"':I.oss:'.Jind
the remaining balance. on your lease if the following conditions are met:
. a. The "auto" has a long term lease and is covered on this policy.
b. The lessor is added as an Additional Insured in a written lease agreement.
c. You are legally obligated for the remaining balance.
We will. not pay for any amounts representing excess wear and tear charges; additional mileage charges;
taxes; overdue payments; penalties, interest or charges resulting from overdue payments; or lease termina-
tion fees.
H. LIABILITY COVERAGE EXTENSIONS - SUPPLEMENTARY PAYMENTS
Under SECTION II - LIABILITY COVERAGE, the Coverage Extension for Supplementary Payments is re-
vised as follows: .. .
a. The limit for the cost of bail bonds is amended to $3,500.
b. The limit for reasonable expenses incurred by the "insured" is amended to $500 a day.
18. NEWLY FORMED OR ACQUIRED ORGANIZATIONS
a. The Who Is An Insured provision under SECTION II - LIABILITY COVERAGE is amended to include
as an "insured" any organization that is formed or acquired by you and over which you maintain majority
ownership.
b. Paragraph a. of this provision 18. does not apply to any organization:
1. That is a joint venture or partnership,
2, That is an "insured" under any other policy,
3. That has exhausted its Umit of Insurance under any other policy, or
4. 180 days or more after its acquisition or formation by you, unless you have given us notice of the
acquisition or formation.
c. Paragraph a. of this provision 18. does not apply to "bodily injury" or "property damage" that results
from an "accident" that occurred before you formed or acquired the organization.
19. PHYSICAL DAMAGE - TRANSPORTATION EXPENSES COVERAGE
Under SECTION III - PHYSICAL DAMAGE Coverage Extensions, the limit for Transportation Expenses is
amended to $75 per day and the maximum is amended to $1,800.
20. TOWING - COVERED AUTOS
Under SECTION m - PHYSICAL DAMAGE COVERAGE, Coverage for Towing is amended as follows:
a. This coverage applies to any covered "auto" for which a premium charge for towing and labor is shown
in the Schedule or in the Declarations.
b. The limit is $100.
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. ,
ADDITIONAL INSURED
This form modifies insurance provided under the following:
GL CONTRACTORS EXTENDER (VCG 206 02 05)
WHO IS AN INSURED - (Section II) is deleted and replaced by the following wording:
A. Section II - Who Is An Insured is amended to include as an additional insured any person or organization for whom
you are performing operations when you and such person or organization have agreed in writing in a contract,
agreement or permit that such person or organization be added as an additional insured on your policy. Such person
or organization is an additional insured only with respect to liability for "bodily injury: "property damage" or "personal
and advertising injury" caused, in whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your behalf;
in the performance of your ongoing and completed operations for the additional insured.
The insurance provided to the additional insured is limited as follows:
a) This endorsement shall not increase the limits stated in Section III - LIMITS OF INSURANCE.
b) This insurance does not apply to "bodily injury: or "property damage" caused by "your work" included in the
"products-completed operations hazard" unless you are required to provide such coverage for the additional
insured by a written contract or written agreement in effect during this policy period and signed and executed
by you prior to the loss for which coverage is sought.
B. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply:
This insurance does not apply to:
1. "Bodily injury," "property damage" or "personal and advertising injury" arising out of the rendering of, or the
failure to render, any professional architectural, engineering or surveying services, including:
a. The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports,
surveys, field orders, change orders or drawings and specifications; or
b. Supervisory, inspections, architectural or engineering activities.
Primary & Non-Contributory: Any coverage provided by this endorsement to an additional insured shall be excess over
any other valid and collectible insurance available to the additional insured whether primary, excess, contingent or on any
other basis unless a written contract or written agreement in effect during this policy period and signed and executed by
you prior to the loss for which coverage is sought specifically requires that this insurance apply on a primary or
noncontributory basis.
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 if each Named Insured were the only Named Insured; and
b. Separately to each insured against whom claim is made or "suit" is brought.
Per Project Aggregate: Under Section III = Limits of Insurance, the General Aggregate Limit applies separately to each
of your projects away from premises owned by or rented to you.
Waiver of Subrogation: Section IV - Transfer of Rights of Recovery Against Others to Us Condition is amended to add
the following: We will waive any right of recovery we may have against any person or organization because of
payments we make for injury or damage arising out of your ongoing operations done under a written contract or
agreement with that person or organization and included in "your work" or the "products-completed operations hazard".
This waiver applies only to persons or organizations with whom you have a written contract executed prior to the "bodily
injury" or "property damage", that requires you to waive your rights of recovery.
Narnedlnsuned: Carollo Engineers, A Profeasional Corporation
Policy No.: 7180103170000
Additional
Insured:
Any person or organization with whom you have agreed in written contract, executed prior to 10s8, to Dame as
additional insured.
fILE COpy
CITY OF
ASHLAND
December 23. 2009
RE: INTENT TO A WARD FOR THE CONSER V AnON AND REUSE STUDY AND
COMPREHENSIVE WATER MASTER PLAN PROJECT No. OS-54
The City of Ashland's proposal review committee met on November ISth of 2009 to review the
proposals submitted and interviews conducted for the Comprehensive Water Master Plan for the
City of Ashland. The review committee consisted of Ashland Public Works staff members, as
well as representatives from the Medford Water Commission and Talent Irrigation District. A
summary of scoring IS attac. After receiving council approval for the recommended
prepesal-e eeember-h)~009.the . -y-is-pleased-te-annellRee-tts--intenHe-award-the-€entFaet
to Carollo Eng .
All of the proposals received met the intent of the RFP. The proposals varied somewhat in their
approach. but all met the requirements of the RFP and all of the proposals offered unique
insights into how the City can approach its current engineering challenges.
The committee and I appreciate the time you took to research the project and complete your
proposal. I would be happy to discuss the results of the committee's selection. Please contact me
if you have questions or comments. .
Sincerely,
14r ~~~
Pieter Smeenk, P.E. S.E.
City of Ashland Public Works Dept.
20 E Main Street Ashland. OR 97520
541-552-2413. TTY SOO-735-2900
54 I -48S-6OO6 FAX
CC: Mike Faught
Betsy Harshman
Engln_lng
20 E, Main Street
Ashland. Oregon 97520
www.ashland.oLu5
Tel: 541/488-5347
Fax: 541./488-6006
TTY: 800/735.2900
r~'
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Proposers Submittal Interview Total score
Carollo Engineers 89.0 +9.3 = 98.3
Keller Associates! B&C 85.8 +9.6 =95.4
HDR 86.8 +8.0 =94:8
West Yost Assoc. 82.6 + 7.0 =89.6
Murray Smith & Assoc. 81.2 = 81.2
Winzer & Kelley 80.0 = 80.0
Natural Systems Int'!. 57.2 =57.2
3 '\1
Engineering
20 E. Main Street
Ashland, Oregon 97520
www.ashland.or.us
Tel: 541/488-5347
Fax:541"488~06
TTY: BOOI735-2900
...,.
._~
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REQUEST FOR PROPOSALS
for
Water Conservation & Reuse Study (WCRS)
and
Comprehensive Water Master Plan (CWMP)
PROJECT NO: 2008-54
PROJECT TYPE: Engineering Services
PRE-PROPOSAL CONFERENCE 1:30 PM, August 25, 2009
PROPOSAL OPENING DATE: 1 :30 PM, September 15, 2009
CITY PROJECT MANAGER Pieter Smeenk, PE .
PROJECT DURATION 24 month maximum
,
CITY OF
ASHLAND
PUBLIC WORKS ENGINEERING
20 E. MAIN STREET
ASHLAND OR 97520
541/488-5347
- - ..
TABLE OF CONTENTS
Table of Contents.. c.......................................................................................... 1
Advertisement............................................................................................. 11
Request for ProDosals
1."1.1 Summary Overview. ...... ........... .... ......... ..... ...... .....:..... ........ .......
Background....................................................................... ..
Definitions............................................................................. ..
Contract Form...........,...............................................................
Contract Duration.. ....... .............. . .... . ....... ....... .. ... ..... ...... . ..... .
Contract Payment... .... .. ... . . . ..... . ... ........ . ... . ..... . ... ..... ... . ...........
DBE Participation..................................................................
Ashland Living Wage Requirement.... ....... ......... ..... ...... ... ..... ......
1.1.4 Business License Requirements.......................................................
1.1.5 insurance Requirements................................................................
1.2 Questions & Clarifications
1.2.1 Proposer Questions................. ....................... ......... ......... ..... ....... "6
1.3 Protests........................................................................... ,.... ..... 6
1.3.1 Award Protest Requirements.... ...... ...... .............. ..................... ......... 6
1.3.2 Costs & Damages.....,.... ..... ............ ........ ...... .......... ....... .............. 6
1.4 "PasslFail" Proposal Submission Requirements..................................... 7
1.4.1 Proposal Submission Deadline......................................................... 7
1.4.2 Terms & Conditions..................................................................... 7
1.5 "Required" Proposal Submission Items
1.5.1 Cover Sheet................................................................................ 7
1.5.2 Page Length Limitation... ............ ...... ........ ..... ......... ..... ... ...... ... ...... 7
1.5.3 Quantity of Proposals...... ........................... ........ ........... ..,....... ....... 8
1.1.2
1.1.3
Evaluation Process & ConsultaDt Selection
2.1 Evaluation Process
2.1.1 Proposal Evaluation.... .............. ............ ......... .................... ..... ..... 9
2.1.2 Interviews I Follow-Up Questions...................................................... 9
2.1.3 "References.. .......... ........... ............. ....... ..... ........... ........ ...... ........ 10
2.1.4 Clarifications...............................................:.............................. 10
2.2 Scoring Criteria............. ..................................... ....:........ ......... ......... ..... ..... 10
SCODe of Services
"3.1 General Responsibilities
Personnel, Materials and Equipment, Safety Equipment, Professional Duties ...........: II
Project Management.......... ................. ............ ...................... .... .... ...... ... II
Document Assembly............................................................................. 12
Format.............................................................................................. 13
3.2 Task Specific Responsibilities.. ................. ............... ................. ........... .......13 -39
Appendix A:
Appendix B:
Contract Form including Exhibit A, Form W-9, City Of Ashland Living Wage
2009 DHS Grant Application, Agreement, and Submittal Documentation
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4
4
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ADVERTISEMENT
CITY OF ASHLAND PUBLIC WORKS
REQUEST FOR PROPOSALS FOR
PROFESSIONAL ENGINEERING SERVICES
The City of Ashland is requesting proposals for professional engineering services to conduct a Water
Conservation & Reuse Study (WCRS) and Comprehensive Water System Master Plan (CWMP).
The-City\lfi\shtand-was recently awarded-aJrtlreglln-WarerResoilfce DepanmenrWater Conservation,
Reuse Grant aimed at conservation of limited potable water supplies and potential utilization of other
available water resources including emuent from the City's advanced waster water treatment plant. The
findings of the Study will be incorporated into developing the CWMP.
The Conservation and Reuse Study will include but is not limited to the following tasks:
. Review, analyze, validate and identify gaps in Ashland's existing water master plans resources.
. Validate the City's future water needs through the year 2058.
. Identify and fully describe all other alternative sources of water.
. Identify options that explore the right water for the different water sources and uses available.
. Identify benefits and challenges to using irrigation water.
. Analyze environmental impacts of long term use of irrigation water sources for City use.
. Evaluate hydrological benefits and challenges and anticipate the effects of climate change with
regard to water needs and water use.
. Identify benefits and challenges to using recycled water.
. Identify options and cost estimates.
.-Administel'-ancLimplement-all-granl-agreement-requi~ements-and-t'eporting.
The Comprehensive Water Master Plan will include but is not limited to the following tasks:
. Summarizing and Describing the Water System.
. Describing the Water Quality and Service Level Goals for the system.
. Projecting Water Demand for the 6 year and 20 year planning horizon.
. Evaluating the Water Supply Systeni and identifying deficiencies.
. Analyzing available engineering and financial alternatives.
. Recommending updates to the capitai improvement program and operational structure of the
water supply system.
Proposals must be received by 1:30 PM, September 15,2009, in the City of Ashland Engineering
Office located at 51 Winburn Way, Ashland OR 97520; Mailing Address: 20 E. Main Street Ashland OR
97520. A non-mandatory pre-proposal conference will be held at 51 Winburn Way at 1:30 PM ,
August 25, 2009.. For further information, contact City's Project Manager Pieter Smeenk, PE at
541/488-5347. Consultant selection is anticipated to result in City Council approval for the issuance ofa
contractJor engineering services in the form provided in this RFP, for a maximum 24 month duration.
Proposal documents are available at the above address, as well as the City of Ashland website at
www.ashland.or.us. Ifvou received the RFP bv downloading it from the City's website and intend to
submit a proposal under this RFP. vou must register as a orospective oroooser. To register, email your
contact information including phone numbers, mail and Email addresses to Betsy Harshman at
harshmablalashland.or.us. Registration will ensure that your firm will be included on the RFP holders
list, and you will therefore receive any addendums that might be issued. The City will not be resoonsible
for oroviding addendums to orosoective orooosers that download the RFP from the City website and fail
to register as a prosoective' oroposer. Proposals are limited to 10 pages. The proposer must be registered
as a Professional Engineer with the State of Oregon. Consultant selection will be based upon weighted
criteria as cited in the Request for Proposal document. Standard selection criteria include, but are not
limited to: experience, availability, schedule, response time and cost. The City of Ashland reserves the
right to reject any and all proposals, to waive formalities or to accept any proposal which appears to
serve the best interest of the City of Ashland.
Michael R. Faught, Public Works Director
ii
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CITY OF ASHLAND
DEPARTMENT OF PUBLIC WORKS
REQUEST FOR PROPOSAL
SECTION 1: SOLICITATION INFORMATION AND REQUIREMENTS
1.1.1 SUMMARY OVERVIEW
The City of Ashland is requesting proposals for professional engineering services for a
Comprehensive Water System Plan (CWMP) update. This Request for Proposal (RFP) is unique
in that the City of Ashland received an Oregon Water Resource Department Water Conservation,
Reuse, and Storage Grant that looks at the "Right Water for Right Use". The "Right Water for
Right Use" concept evaluates conservation of limited potable water supplies and the potential
utilization of other available water resources including the reuse of water from the City's
advance waster water treatment plant. One element of this plan will recommend the best use of
each water resource (i.e. Talent Irrigation District Water and waste water treatment effluent for
irrigation etc.). Another element of the grant will require the consultant to provide a
comprehensive report on the impacts climate change will have on the raw water source. The
Grant terms specifically require the CWMP update to include the following items:
. Review, analyze, validate and identify gaps. in Ashland's existing water master
plans and water sources.
. Validate the City's future water needs to the year 2058.
. Identify and fully describe all alternative water sources. .
. Identify options that explore the right water for the different water uses; potable,
and irrigation (sources and uses). .
. Identify benefits and challenges to using irrigation water.
. Analyze environmental harm or impacts with the long term use of various
irrigation water sources for City irrigation use.
. Evaluate hydrological benefits and challenges and anticipate the effects of climate
change with regard to water needs and water use.
. Identify benefits and challenges to using recycled water.
. Identify options and cost estimates.
While this RFP's specific deliverables are designed to meet the grant requirements, it is
important for each applicant proposal to clearly demonstrate full compliance with all of the
specific OWRD Water Conservation, Reuse and Storage grant requirements and timelines. To
that end, a copy of the grant requirements will be included in all application packets.
In addition, the scope of work for CWMP update will include requirements for planning,
programming, and financing improvements to the community's water systems. The final plan
will accurately reflect current water system needs and demands, identify future improvements,
include comprehensive and prioritized 20 year Capital Improvement Plan, an evaluation of water
system staffing needs, and a specific financial plan to pay for recommended system and staffmg
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needs that includes a water rate model. The water master plan shall be prepared in accordance
with the Oregon Administrative Rules for Public Water Systems OAR 333-061-0090 (5).
Background
The City of Ashland provides the City's Drinking water source supply, water treatment and
water distribution to approximatelTh300 service connections. The City's primary raw water
supply source is the Mount Ashland watershed which collects into Ashland Creek. The City
.
owns and operates Hosler Dam where Ashland's source water is held in Reeder Reservoir.
The water treatment plant is located below Hosler Dam next to Ashland Creek and has a peak
flow of7.5 million gallons per day in the summer and averages 2 million gallons per day (MOD)
in the winter months. The water transmission and distribution system consists of 130 miles of
water distribution lines, 6 pump stations, 53 pressure reducing devices, and 1115 fire hydrants.
There are four distribution reservoirs with 6.65 million gallons of water storage. In addition, the
City owns and maintains 334 separate irrigations meters using potable water and 187 irrigation
accounts using Talent Irrigation District (Till).
This master plan shall begin by completing this source water study looking at all potential
sources as well as storage alternatives to see whether the current approach can be improved. A
primary question to answer is whether the community should use water treated to potable
drinking water standards to irrigate or whether alternate sources might be more viable. Ashland's
winter use of water IS 2 mIllion gallons a day. The sumnier use increases to 7 million gallons a
day, primarily because of irrigation use.
Finding the best water supply for different uses has previously been known in Ashland as the
"Right Water for the Right Use". Alternate sources including the Talent Irrigation District
Water, the City's wastewater treatment plant effluent, and other sources and storage alternatives
not previously studied; will be investigated in an alternates analysis
A 1998 study that looked at water sources was completed before the sewage plant upgrade had
been completed. Since completion of the Wastewater treatment plant upgrade, level four
effluents now empties into Ashlimd Creek, which then flows into Bear Creek. The City also
upgraded the sewage plant to add membranes that remove phosphorus because the Oregon
Department of Environmental Quality required Ashland to stop emptying phosphorus-laden
wastewater into the creek. The agency also maintains that the City's wastewater effluent is too
warm. It must either be cooled, used somewhere else, or exchanged for a colder water source.
One possible conclusion of the source water study may be that the best uSe of the wastewater
effluent is to use it for irrigation. If the City does use the wastewater for irrigation, it may also
need to replace that water that flows into the creek with another source, perhaps by purchasing
water rightS from Emigrant Lake.
Many Ashlanders already use Talent Irrigation District, or Till, water for their lawns and
gardens. The Ashland Parks and Recreation Department is already pioneering expanded use of
Till water. The department plans to use Till water to provide fresh water for the upper duck
pond in Lithia Park. It will drain water from the pond to irrigate the park.
The City has a broad range of water conservation programs in place. However, through this RFP
the City is hoping to increase its efficient use of its current water sources. The consultant will
verify that increased City use of TID water won't create a strain on the irrigation system and
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short other users like farmers if the City exchanges another water source for more TID water. For
example, the City could use its treated wastewater to irrigate 846 acres of City owned property
and replace the in-stream water right with the TID water right tied to the Ashland owned
property .
The City has spent approximately $2.50 million on its share ofthe Talent-Ashland-Phoenix
Water Intertie Pipeline Project (TAP) to bring water from Medford to Ashland. The pipeline
now ends in Talent. Finishing the project and connecting Ashland to the Medford water supply
would cost approximately $13 million. Of that, about $10 million would be paid for from
charges on new development in Ashland, with nearly $3 million paid by water customers. Back
in 1998, Carollo Engineering recommended the TAP project as the best supplemental water
source based on cost and reliability. But the firm, working with input from a citizen's Water
Advisory Group, acknowledged even then that the TAP project was not the most
environmentally beneficial option, according to a 1999 memo from the firm to the City. The
Water Advisory Group found that maximizing the use of existing water sources, including Talent
Irrigation District water, provided environmental benefits. Some members of the group voiced
the opinion that finishing the pipeline to connect to Medford's water may not be the best choice.
TAP may still have an important role to play in providing a back-up source of water in case of
emergency and a means of meeting the needs of a growing population. But this new water study
must provide a thorough look at all the water sources, including TAP, irrigation water and
sewage wastewater. There is also new data about how climate change may affect the Rogue
Valley that will need to be incorporated into the study.
. Scientists generally believe that summers will be drier with more intense wildfires and winters
will be milder, with less snowpack to supply summer needs. This study will need to provide
recommendations to prepare for tha,t possibility.
Reference Documents
The City has posted a series of studies that need to be incorporated into the CWMP update.
Many of those studies can be reviewed on-line at www.ashland.or.us:
2008 Reeder Reservoir Study
2002 Water Distribution Analysis and Capital Improvement Plan
2001 USFS West Fork Stream Study
2000 USFS Ashland Creek Stream Survey
1998 Ashland Creek-Where Living Waters Flow
1991 Comprehensive Water Plan
2006 Water Supply System Master Plan Update Technical Memos 1-4
2009 Independent Part 12 Inspection Report
2008 Preparing for Climate Change in the Rogue River Basin of SW Oregon
2009 City of Ashland Council Goals
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1.1.2 DEFINITIONS
For the purposes of this RFP:
a) "calendar days" means any day appearing on the calendar, whether a weekday,
weekend-tlay,natienal-heliday,-Sta~oliday-or-other-day;
b) . "days" means calendar days; and
c) "Business days" means calendar days, excluding Saturdays, Sundays and all City
recognized holidays.
"Agency" or "City" means City of Ashland.
"Council" means City of Ashland City Council
"Proposers" - All firms submitting Proposals are referred to as Proposers in this document; after
negotiations, an awarded Proposer will be designated as "Consultant".
"PWD" means Public Works Director
"Qualification Based Selection" or "QBS" (for the purposes of this RFP) means evaluations and
scoring of proposals based on qualifications, experience and project approach, without
considering cost.
"RFP" means Request for Proposal.
"Scope of Work" means the general character and range of services and supplies needed the
work's purpose and objectives, and an overview of the performance outcomes expected by
Agency.
"Services" means the services to be performed under the Contract.
"Statement of Work" means the specific provision in the fmal Contract which sets forth and
defines in detail (within the identified Scope of Work) the agreed-upon objectives, expectations,
performance standards, services, deliverables, schedule for delivery and other obligations.. ~
I.I.3 CONTRACT FORM
The consultant selected by City will be expected to enter into a written contract in the form
attached to this RFP in the Appendix. The proposal should indicate acceptance of City's contract
provision. Suggested reasonable alternatives that do not substantially impair City's rights under
the contract may be submitted as outlined under Section 1.4.2. Unconditional refusal to accept
the contract provisions will result in proposal rejection.
Contract Duration
The maximum duration of the contract is 24 months.
Contract Pavment
Contingent upon City's need, consultant's performance and the availability of approved funding,
City reserves the right to amend the contract (within the scope of the project described in this
RFP) for additional tasks, project phases and compensation as necessary to complete a particular
project. Proposers are advised that the award and potential dollar amount of the contract under
this RFP may be contingent upon approval by the Ashland City Council acting as the Contract
Review Board.
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Payment will be made for completion of, or acceptable monthly progress on, tasks and
deliverables in conformance with contract requirements and all applicable standards. The method
of compensation will be determined by the City and may be based upon anyone or combination
of the following methods:
. Cost plus fixed-fee, up to a maximum NTE amount
. Fixed price for all services, Fixed price per deliverable, Fixed price per milestone
. Time and materials, up to a maximum NTE amount
. Price per unit
Disadvantaged Business Enterprise (DBE)Particioation
The utilization of federal funds is not anticipated in this contract and no DBE participation goals
will be assigned.
Ashland Living Wage Requirements
Consultant's employees must be paid at least the living wage as established by the City of
Ashland on June 30, 2008 ($12.96 per hour):
. For all hours worked under a service contract between their employer and the City if the
contract exceeds $18,088 or more.
. For all hours worked in a month if the employee spends 50% or more of the employee's
time in that month working on a project or portion of business of their employer, if the
employer has ten or more employees and has received financial assistance for the project
or business from the City in excess of$18,088.
In calculating the living wage for full time employees, employers may add the value of health
care, retirement, 40lK and IRS eligible cafeteria plans, and other benefits to the employee's
wages. The City of Ashland Living Wage Statement is appended to the sample contract
included in the appendix.
1.1.4. BUSINESS LICENSE REQUIRED
The selected consultant must have or acquire a current City of Ashland business license prior to
conducting any work under this contract.
1.1.51NSURANCE REQUIREMENTS
Contractor shall at its own expense provide the following insurance:
a. Worker's Comoensation insurance in compliance with QRS 656.017, which requires
subject employers to provide Qregon workers' compensation coverage for all their subject
workers.
b. Professional Liabilitv insurance with a combined single limit, or the equivalent, of not
less than $1,000,000 for each claim, incident or occurrence. This is to cover damages caused by
error, omission or negligent acts related to the professional services to be provided under this
contract.
c. General Liabilitv insurance with a combined single limit, or the equivalent, of not less
than $1,000,000 for each occurrence for Bodily Injury and Property Damage. It shall include
'contractualliability coverage for the indemnity provided under this contract.
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d. Automobile Liability insurance with a combined single limit, or the equivalent, of not
less than $1,000,000 for each accident for Bodily Injury and Property Damage, including
coverage for owned, hired or non-owned vehicles, as applicable.
e. Notice of Cancellation or Change. There shall be no cancellation, material change,
reduction oflimits or intent not to renew the insurance coverage(s) without 30 days' written
notice from the Contractor or its insurer(~) to the Cine.
Additional Insured/Certificates of Insurance. Contractor shall name The City of Ashland,
Oregon, and its elected officials, officers and employees as Additional Insurers on any insurance
policies required herein but only with respect to Contractor's services to be provided under this
Contract. As evidence of the insurance coverage required by this Contract, the Contractor shall
furnish acceptable insurance certificates prior to commencing work under this contract. The
certificate will specifY all of the parties who are Additional Insurers. The consultant's insurance
. is primary and non-contributory. Insuring companies or entities are subject to the City's
acceptance. If requested, complete copies of insurance policies; trust agreements, etc. shall be
provided to the City. The Contractor shall be financially responsible for all pertinent deductibles,
self-insured retentions and/or self-insurance.
1.2 OUESTIONS AND CLARIFICATIONS
1.2.1. Proposer Ouestions
All inquires, whether relating to the RFP process, administration, deadline or award, or to the
intent or technical aspects of the services must be submitted in writing to the City's Project
Manager listed in the advertisement for this proposal, , at 20 East Main Street, Ashland Oregon
97520. All questions must be received not later than ten (10) calendar days prior to the proposal
submission deadline.
Answers to questions received by City, which are deemed by City to be. substantive, will be
issued as official addenda to this RFP to ensure that all proposers base their proposals on the
same information. When appropriate, asdetennined by City in its sole discretions, revisions,
substitutions or clarification of the RFP or attached terms and conditions, an official addendum
to this RFP will be issued. Proposer shall indicate receipt of all issued addenda by attaching a
copy of the addendum to the proposal. The addendum will not be included in the total maximum
page limit.
1.3 PROTESTS
1.3.1 Award Protest Requirements
Every proposer who submits a proposal shall be notified of its selection status. Any proposer
who claims to have been adversely affected or aggrieved by the selection or any proposer who
contends that the provisions of the RFP or any aspect of the procurement process has promoted
favoritism in the award of the contract or has substantially diminished competition, must file a
written protest to the RFP within seven (7) calendar days after the date of the selection notice.
Failure to file a protest will be deemed a waiver of any claim by an offeror that the procurement
process violates any provision ofORS Chapter 279, the City of Ashland Local Contract Review
Board Rules or the City's procedures for screening and selection of persons to perform personal
services.
1.3.2 Costs and Damages
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All costs of a protest shall be the responsibility of the protestor and undertaken at the protestor's
expense. City shall not be liable for the proposer's damages or costs for filing the protest or to
any participant in the protest, on any basis, express or implied.
1.4 "PASS I FAIL" PROPOSAL SUBMISSION REQUIREMENTS
Each proposal must comply with the following Pass I Fail criteria. Proposals not meeting ALL
Pass! Fail criteria shall be rejected.
1.4.1 Proposal Submission Deadline (Pass I Fail)
Proposals must be received by the submission deadline as indicated in this RFP and at the
address specified. City will not accept proposals submitted by facsimile or electronic mail, nor
will it accept proposals submitted after the proposal submission deadline. City is not responsible
for and will not accept late or mis-delivered proposals.
1.4.2 Terms and Conditions (Pass I Fail)
Unless an official addendum has modified or reserved the right to negotiate any terms contained
in the contract or exhibits thereto, City will not negotiate any term or condition after the protest
deadline, except the statement of work, pricing and calendar with the selected proposer. By
proposal submission, the selected proposer agrees to be bound by the terms and conditions as set
forth in this RFP and as they may have been modified or reserved by City for negotiation. Any
proposal that is received conditioned upon City's acceptance of any other terms and conditions
or rights to negotiate will be rejected.
I.S "REOUlRED" PROPOSAL SUBMISSION ITEMS AND SCORING DEDUCTIONS
Any items in this Section 1.5 marked as REQUIRED that are incomplete or are not submitted
with the proposal will receive a three (3) point scoring deduction for each item and must be
submitted within two (2) business days of request by City. Failure to deliver properly completed
"REQUIRED" items within two (2) business da~s of request by City shall result in proposal
rejection.
1.5.1 Cover Sheet (Required)
The proposal must include a completed cover sheet signed by a duly authorized representative
empowered to bind the proposer (at least one original signature). The cover sheet shall state the
project title, the legal name of the proposer, legal status, federal tax ID number, mailing address,
primary contact person for this proposal with email address, telephone number, fax number and
the name of the person authorized to sign a contract. Include an original signature, printed name .
and title and date.
1.5.2 Page Length Limitation (Required) .
The proposal must not exceed 10 pages, excluding cover sheet, any tabs or indexes and
references, and any issued addendum. Failure to include addendum within the RFP shall result in
a three point scoring reduction. If a proposer submits a proposal exceeding this limit, City will
consider the pages up to that allowable number and discard all subsequent pages.
One page is defmed as: one side of a single 8 y," x II" page. Any page over this size will be
counted as two (2) pages. Any page or partial page with substantive text, tables, graphics, charts,
etc. will be counted as one page.
There is no scoring deduction for exceeding the proposal page limitation; however, extra pagesewill be discarded and will not be considered in the evaluation.
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1.5.3 Ouantity of Pro Dosa Is (Required)
Proposers must submit six (6) complete copies of the proposal along with six (6) sealed cost
proposals.
1.5.4 Minimum ProDosal Contents
A. Project Narrative: The narrative should provide a description of the consultant's
understandill!rofthe-project-objective~------:--u_- -- -- -- - - - -----
B. Project Schedule and Budget
1. The Consultant shall prepare. a proposed project schedule and budget that
anticipates all services required to complete the Master Plan before May, 2011. The
Proposal shall include a graphic Gant-chart style schedule of major work tasks with
project milestones and estimate of costs for those tasks.
C. The Statement of Work (SW)
1. The Statement of Work should outline phases of work and the relationship of the
proposed tasks to the objectives of the project. It should include proposed methods of
investigation, analysis, and design as appropriate. Key elements shall include:
a. An expanded outline of all work tasks
b. Detailed work schedule for each major task, including time frames, costs, and
estimated staff hours committed to each task.
c. List all proposed sub-consultants, including their planned scope of work,
estimated cost of services, key project staff and references (contact names, phone
numbers, and email addresses).
d. Description organized by task of City's anticipated role to assist in the
development of the plan. Include specific deliverables needed from the City.
e. Detailed description of Consultant's deliverables, including support documents
and the technical reports that the Consultant will submit at the set milestones. The
consultant should include a description of all computer software (including
version) proposed tor the project, including word processing, spreadsheet,
mapping, graphics and technical models, display graphics used tor public
meetings, and electronic files.
f. One copy of similar representative project deliverables recently completed for
another similar organization by the consultant.
g. Description of the how the consultant will coordinate work with City staff as
the plan is developed. Include a discussion of the process used to share
. information with the City's project team, anticipated process tor periodic review
as the plan is developed, including the type, format, and frequency of meetings.
h. The format of the completed master plan shall be recommended by the
consultant for the City's consideration, but the City has the option to require
changes to the formatting and submittal as it sees fit.
D. The proposed work breakdown and associated budget and schedule for services that
are submitted together with the Statement of Work shall be attached to the City's
standard contract for Engineering Services. Invoices requesting payment shall be
prepared assuming payment on a "time and materials not to exceed" (NTE) basis per
major task. Payment will be made as a percentage of completion of each task. The City's
fiscal year ends on June 30th, and all work completed up to that date must be billed no
later than July 5'h. It is of particular importance that work or services rendered are paid
out of the budget for the same fiscal year in which the services are budgeted and the
. .
service is rendered by the City. Therefore, costs associated with contractors' or
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subcontractors' work or services rendered under the direction or direct or indirect control
of the oroDoser are also subiect to the invoicing requirement listed above bv June 30th of
each vear. Bv ADril 15!h. the Droooser shall submit an estimate of anticiDated billings uo
to June 30lh of that vear.
The proposer shall assume that there will be no opportunities to. increase the total cost of
the sum of all work tasks, but that costs may be shifted from one task to another after
tasks are completed. The City's budgeting process does not provide a means to readily
change the total project budget, and proposers must be clear that increases in the project
budget will not be available after the Statement of Work has been accepted. Proposers
are responsible to ensure that every effort is be made to anticipate potential additional-
costs brought about by the project, including but not limited to work or services related to
ORS 227.186 (City Planning and Zoning Notice to property owners of hearing on certain
zone change; form of notice; exceptions; reimbursement of cost), DHS requirements, and
other regulations that increase the City's costs to carry out the master-planning process.
SECTION 2.0 EVALUATION PROCESS AND CONSULTANT SELECTION -
2.1 EVALUATION PROCESS
2.1.1 Prooosal Evaluation
City will review proposals for conformance with the "Pass / Fail" and "REQUIRED" criteria
identified in Sections 1.4 and 1.5. Proposals meeting all Pass / Fail criteria will be forwarded to
an evaluation committee that will independently review, score and rank proposals according to
the scoring criteria set forth in Section 2.2.
The outcome of the evaluation process may, at the City's sole discretion result in:
a. Notice to proposers of selection or rejection for contract negotiations and possible award:
b. Further steps to gather additional information for evaluation (e.g. checking references,
notice of placement on an interview list, requesting clarification); or
c. Cancellation of the RFP and either reissuance of the RFP in the same or a revised form or
no further action by the City with respect to the RFP.
City may reject any or all proposals and may Cancel this RFP at anytime if doing either would be
in the public interest as determined by the City. City is not liable for any costs a proposer incurs
while preparing or presenting the proposal or during further evaluation stages. All proposals will
become part of the public record file without obligation to the City of Ashland.
2.1.2. Interviews / Follow-uo Questions
Interviews / follow-up questions may be conducted and scored at the discretion of City. If
interviews / follow-up questions are conducted the following will apply:
. A minimum of three (3) evaluators shall score the interviews / follow-up questions;
. The interviews / follow-up questions will have a maximum score often (10) points;
. The number of Proposers selected for interviews / follow-up questions is at the sole
discretion of the City;
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. Follow-up questions will typically be sent via email to proposer(s) as an alternative to
face-to-face interviews. However, City may conduct face-to-face interviews if
determined necessary after conducting written follow-up questions;
. Interviews normally require physical attendance at City's offices; however, the City may
elect to conduct interviews via teleconference or video conference. Further details will be
- -. - - included with notification oftime and date of interviews, if conducted.--- _._. _. ... _. _
2.1.3 References
City does not intend to score references, but may contact references (by phone, email or fax) to
verifY information provided in proposals.
2.1.4 Clarifications
City may require any clarification it needs to understand the proposer's proposal. Any necessary
clarifications or modifications which are in the best interest of City may be made before the
proposer is awarded a contract and some or all of the clarifications or modifications may become
part of the final contract. Clarifications may not be used to rehabilitate a non-responsive
proposal.
2.2 SCORING CRITERIA
Scoring will be based upon the following described categories. The proposer must describe how
each of the requirements specified in this RFP are met. Responses should be clear and concise.
2.2.1 Understanding of Requested Service Maximum Score 10 Doints
Demonstrate a clear and concise understanding of the scope of services being requested in this
RFP.
2.2.2 Proposer's CaDabilities
Maximum Score 20 points
Demonstrate capability to complete the requested services. Response must include:
· (10 points) An explanation describing how the proposer can accommodate the varying
workload contemplated under an on-call contract, including a description of anticipated
response times.
· (10 points) An explanation describing proposer's proximity to the project and how the
proposer can cost effectively accommodate working on this project. Describe proposer's
branch or satellite offices that will provide the requested services, indicate their
location(s) and which services they are able to perform.
2.2.3 Proiect Team and Qualification
Maximum Score 25 Doints
· . (5 points) Describe the extent of principal involvement
· (10 points) Include descriptions of similar projects, project outcomes and customer
feedback received (if any).
· (10 points) Describe the experience and qualifications of proposed project manager(s),
(whether they are from the prime or a sub-consultant) with similar interdisciplinary
.teams. Include descriptions of similar projects, project outcomes and customer feedback
received (if any). Also provide information regarding key staff members (including sub-
consultant staff) who are anticipated to perform services.
2.2.4 Resources Maximum Score 15 points
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Demonstrate proposer's resources available to be allocated for the proposed scope of services.
Describe any specialties or unique strengths that relate to the services requested in this RFP.
Include a brief description of new or innovative equipment or techniques to be used.
2.2.5 Resoonse Time Maximum Score 20. points
This criterion relates to how quickly the consultant can respond to City's requests/inquiries. The
consultant must demonstrate how time will be managed.
2.2.6 Cost of Services Maximum Score 10. points
In an attached sealed envelope, provide a summary of costs including:
. Professional, technical, draftsperson, other professional/ sub-professional rate(s);
. Direct non-labor costs that might be applicable;
r€niena~tTf~;~?r~~:tl;~I~f.~II;diJJJ1~l~;~~i~ ~;Maiimum\'Sc~ore~.\}~$
~\\Q#~~~\~,*~r.;;Jl~~^~~~{tk:kf;1~1ft1~4J#.tf~rtf~1;.~J;o: t~F:)f.\,jf:;'f';:_'f."X~::-J:?~!ol~1~"t~*~
2.2.1. Understanding of Requested Services 10.
2.2.2 CONSULTANT Capabilities 20.
2.2.3 CONSULTANT and / or Project Team 25
2.2.4 Resources
IS
20.
10
2.2.5 Response Time
2.2.6 Cost of Services
.~"'_'V'-""""f''{~'' ",'"'1,.......". ''J2o':l:..'''''''A,l)i':
TOiFAlTIr,lIOo.,Pornt " .
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SECTION 3.0. SCOPE OF SERVICES
3.1 GENERAL REOUIREMENTS
3.1.1 Personnel. Materials & Eauioment: The Consultant shall provide qualified and competent
personnel and shall furnish all supplies, equipment, tools and incidentals required to accomplish
the work. All materials and supplies shall be of good quality and suitable for the assigned work.
3.1.2 Safety Eauioment: The Consultant shall provide and use all safety equipment including,
but not limited to hard hats, safety vests and clothing required by State and Federal regulations
and Department policies and procedures.
3.\.3 Professional Resoonsibilities: The Consultant shall perform the work using the standards of
care, skill and diligence normally provided by a professional in the performance of such services
in respect to similar work and shall comply with all applicable codes and standards.
3.1.4 Proiect Management:
The Consultant and the City staff will meet to initiate the Project. The objectives of the meeting
will include reviewing the scope, budget, and schedule.
The Consultant will be responsible to:
I. . Organize and manage Consultant project team and coordinate with City pr~ject manager.
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2. Meet with all Regulatory Agencies impacted (e.g. Oregon Department of Health Services
Drinking Water Program to determine expectations and share approach). Develop an
acceptable approach for developing the Comprehensive Water System Plan (CWMP), and
determine if there are any special concerns or issues DHS believes need to be addressed.
3. Prepare a Statement of Work (SW), that includes scope, schedule and budget; project
_ ccontacts.lInd.resPQnsibilities;and update as.needed. TheSW_shaILb.e a coordinated_
document that includes a work breakdown structure (WBS) with an estimate and schedule
by work task.
4. Prepare monthly invoices and progress reports including the following:
· Work Completed during the Month by work task as a percentage of completion.
· Needs for Additional Information, Reviews, or Changes to the SW.
. Scope, Schedule, and Budget Issues and Changes.
· Project completion status spreadsheet (e.g. standard AlA, EJCDC or approved form).
5. Prepare and submit quarterly and [mal reporting as required to meet any applicable grant
reporting requirements.
6. Prepare, assemble, and deliver draft and final documentation as outlined below.
3.1.5 Document Assemblv (Draft and Final):
I. For each deliverable, assemble a draft version for City review and a final draft version- for
submittal to appropriate agencies and public participation process
· Assemble the draft chapters and supporting memoranda into a separate main document
and an appendices document. Assemble the two parts into loose-leaf, three-ring binders
with dividers, one binder for each study.
. Provide data on computer analysis of the distribution system.
. Provide the following deliverables to the City:
o Three (3) draft bound sets of the document with each set bound in two ihree-ring
binders - one with the draft Water Plan and one with Plan appendices.
o Five (5) final draft sets of the document for agency review if needed or WRIA 34
Planning Unit if appropriate including plan and appendices.
2. Respond to City and public comments and assemble final plan for City approval.
· Prepare an Executive Summary of the plan to be included at the front of the plan
document (5 - 10 pages). See required contents in item I of the format requirements
below.
· Assemble the final chapters and supporting memoranda into the final WCRS &CWMP
and appendices document. The document will be assembled into two loose-leaf, three-
ring binders with dividers.
· Detailed system description information or maps judged to be important to system
vulnerability will be summarized in a separate confidential memorandum to be provided
only to personnel authorized by the Public Works Director.
· Consultant Presentation to City Council for adoption if applicable
. Provide the following deliverables to the City:
o Copy ready original paper copy of document
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o Ten (10) bound sets of the document with each set bound in two three-ring
binders - one with the Water Plan and one with Plan appendices.
o Ten (10) compactdisk PDF file copies of the water plan and appendices.
o Three (3) compact disk Word/Excel files copies of the water plan and appendices.
3.2 TASK SPECIFIC REOUIREMENTS:
The following pages describe the major tasks and requirements specific to those tasks.
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1.0 WATER CONSERVATION AND REUSE STUDY (WCRS)
Objective
To conduct detailed water conservation and re-use study and prepare a report as spelled out in
. the attached DHS grant application that conforms fully to the attached DHSgrant agreement,
reporting requirements, and attached prior submittals
Consultant Services
A. Grant Reporting: Based on the RFP and award of an engineering consultant services
contract for the plarming study that includes the tasks listed below, administer all applicable
grant requirements, including quarterly progress reporting, financial status reporting, requests for
release of funds to the City, and final reporting.
B. Existing Master Planning Gap Analysis: Review, analyze, validate and identify gaps in
Ashland's existing water master plans and water sources. (Incorporate results into CWMP). The
updated Comprehensive Water Master Plan (CWMP) document to follow the CWRS shall
include specific items per OAR Ch. 333, Div. 061 Oregon Department of Human Services,
Public Health Systems. The CWMP shall evaluate the needs of the water system for a six and
twenty year periods. It shall include but is not limited to the following chapters:
I. Executive Summary that includes:
a. Water quality and service goals
b. Present and future water system deficiencies identified
c. Recommended alternative for achieving goals and correcting deficiencies
d. Recommended schedule and financing program for constructing improvements
2. Existing System Description including:
a. Service Area
b. Sources of Supply
c. Status of Water Rights
d. Current Drinking Water Quality and Compliance with Regulatory Standards
e. Maps of System Showing Size and Location of Facilities
f. Estimates of Water Use
g. Operation and Maintenance Requirements
3. Water Quality & Level of Service Goals Description, considering:
a. Existing and Future Regulatory Requirements, including:
(I) Preparation of an EP A Stage 2 Rule ISDE Evaluation Technical Memo (TM)
before December 151 20 I 0 to meet all regulatory requirements for selecting sample
sites.
(2) Preparation of a Disinfection By-product (DBP) Preliminary Evaluation TM
that investigates the cause of and prepares recommendations for possible solutions
to address high DBP levels in the distribution system. This evaluation may not be
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necessary; pending the completed IDSE monitoring results, but should be
included in the scope so as to reserve funding in the event that it is necessary.
(3) Preparation of a Security Plan, Structural Safety Analysis, and Dam Safety
Monitoring Plan for Hosler Dam as required meeting FERC requirements. The
most recent Independent Part 12 Inspection Report has spelled out the required
reporting in its recommendations.
b. Non-Regulatory Water Quality Needs of Water Users.
(I) Preparation of a Monitoring and Source Water Protection Management Plan
TM for Reeder Reservoir, in particular as it relates to:
. -Water Quality to meet current TMDL requirements and treatment objectives
-Water Quantity to meet storage and operational objectives
c. Flow and Pressure Requirements.
(I) Preparation of a TM addressing flow and pressure needs in the Loop Road
Zone and preparing an updated budget and scope of services required for the
Crowson II Reservoir.
d. Capacity Needs Related To Water Use And Fire Flow Needs.
(I) Preparation of a TM to address implications of a potential reduction of Reeder
Reservoir storage capacity due to structural concerns raised by the most recent
Part 12 Consultant.
4. Water Demand: Project growth of water system necessary to meet demand during the
6 year, 20 year, (and 50 year per section B below) periods and impacts on:
a. Service area boundaries
b. Water supply source( s) and availability .
c. Customer water use
5. Water Supply: An engineering.evaluation of existing system's ability to meet the
water quality and level of service goals, identification of any existing water system
deficiencies, and deficiencies likely to develop within the master plan periods. The
evaluations shall include:
a. Water Supply Sources and Water Rights Descriptions
b. Water Treatment Facilities
c. Storage
d. Distribution Facilities including Pumping and Pressure Zone Separation Analysis
e. Operation and Maintenance Requirements
f. Impacts of Present and Probable Future Water Quality Regulations
g. Determination of Additional Water Availability
6. Alternatives Analysis including identification of
a. The three top alternative engineering solutions that address anticipated deficiencies.
b. Environmental impacts of the preferred alternative.
c. Associated capital costs, as well as operation and maintenance life cycle costs to )
correct water system deficiencies and achieve system expansion to meet anticipated
growth, including identification of available options for cooperative or coordinated
water system improvements with other local water suppliers.
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7. Financial Alternatives Analysis, including
a. Local financing
(I) User Fee and Rate Study
(2) System Development Charges Update
..1:J. Financial assistance programs ('~One stop")
8. Capital Improvement Program (CIP) Recommendation, including:
a. Engineering alternative and associated costs
b. Maps showing size and location of proposed facilities
c. Financing alternative recommended
d. Schedule for design and construction
C. Add 50. Year Planning Horizon: Validate the City's future water needs through the year
2058. (Incorporate results in to part ofCWMP Chapter 4).
D. Alternative Sources Analysis: Identify and fully describe all other alternative sources of
water that will fully meet the City's needs through the year 2058. (Incorporate results in to
CWMP Chapter 5, section g)
E. Right Water, Right 'Use Analysis: It is anticipated that each water source will have defined
uses and as such, identify options that explore different methods to utilize the right water for the
different water uses; potable, irrigation sources and uses. (Incorporate results in to CWMP
Chapter 3, section d (I)).
F. TlD Irrigation Analysis: Iqentify benefits and challenges to using Talent Irrigation District
and Bureau of Reclamation water, such as concerns from the Klamath Water basin; Oregon Fish
and Wildlife issues, Oregon Water Resources, and others (incorporate results in to CWMP
Chapter 5, section g).
G. TlD Environmental Analysis: Specifically analyze environmental harm or impacts with the
long term use of various irrigation water sources for City irrigation use (incorporate results in to
CWMP Chapter 5, section g).
H. Climate Change Analysis: Explicitly address the hydrological benefits and challenges and
anticipate the effects of climate change with regard to water needs and water use (incorporate
results in to CWMP Chapter 5, section g)
J. Recycled Water Analysis: Identify benefits and challenges to using recycled water, such as
the community's perception and realities, restrictions, support from DEQ and State health, fruit
growers, and others. (Incorporate results in to CWMP Chapter 5, section g).
K. Secondary Piping System Analysis: Identify options and cost estimates for piping the
irrigation canals, piping for reuse/recycled water uses, ponds, treatment, pumping, and any other
relevant costs (incorporate results in to CWMP Chapter 5, section g).
City Responsibilities
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I. Schedule projec~ initiation meeting in Ashland
2. Review monthly reports, drafts, and requests for information
Deliverables
I. Initiation meetings - agendas, notes, and action items
2. Monthly project reports and invoices (project duration)
3. Draft and Final Copies of the Report as required in the DHS grant agreements.
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2.0 WATER SYSTEM DESCRIPTION
Consultant Services
I. Prepare a summary of data and CWMP reference materials needed from the City.
2. Meet with City staff to tour water system facilities and review system condition and
operational issues and concerns.
3. Work with appropriate City staff to create a Water System Description. The following
water system components will be described:
a. Service Area
b. Sources & Quality of Supply (including coli form, contaminants, chemicals, & turbidity)
c. Status of Water Rights
d. Current Drinking Water Quality and Compliance with Regulatory Standards
e. Maps of System Showing Size and Location of Facilities
-Water Treatment Facilities (process, hydraulic capacity, constituents, &disposal)
- Transmission System
- Pump Stations (including hydraulic capacity)
- Storage Facilities
- Distribution System
- System Interties
f. Estimates of Water Use, including historic consumption, production, & capacity
g. Operation and Maintenance Requirements
h. Ownership and Management
i. Overview - Pressure Zones
City Responsibilities
I. Provide copies of requested water system data and reference materials in a timely marmer.
2. Host a water system facilities tour for the project team.
3. Provide Data for the Consultant team to create a Water System Description.
4. Review and comment on draft documents provided by Consultant.
Assumptions
I. The data collection meeting and facilities tour site visit will be coordinated with project
initiation meetings described in Task I.
2. The City will provide the available requested water system data and reference materials.
3. The City will review the draft CWMP System Description chapter and work with the
Consultant team to provide necessary information for revising the draft chapter.
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4. Detailed system description information and maps judged to be important to system
vulnerability will be summarized in a separate confidential memorandum to be provided
only to personnel authorized by the Public Works Director.
Deliverables
I. Data and reference materials request summary.
2. Word document electronic file of draft Plan Chapter 2 containing a description of the
existing water system which includes the service area, source(s) of supply, status of water
rights, current status of drinking water quality and compliance with regulatory standards,
maps or schematics of the water system showing size and location of facilities, estimates of
water use, and operation and maintenance requirements
3. Word document electronic file of the final draft Chapter 2 incorporating comments
4. Limited release Technical memorandum of vulnerable system details
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3.0 . WATER QUALITY & LEVEL OF SERVICE GOALS-
Objective
Work with City staff to develop a plan for existing and continued compliance with State and
Federal Safe Drinking Water Act requirements.
Consultant Services
3A. Rel!:ulatorv Requirements and Compliance Prol!:ram
I. Describe Safe Drinking Water Act and Oregon DHS drinking water regulations applicable
to the City for:
. Existing Regulations
. Proposed Regulations
. Anticipated Regulations
2. Review the City's water quality compliance data from .1999-2007
3. Create a regulatory compliance monitoring plan for the City
4. Document compliance status.
5. Prepare recommendations regarding existing monitoring plans and/or treatment practices
based on existing or proposed Safe Drinking Water Act regulations
6. Prepare Comprehensive Regulatory Compliance Plan
7. Review and document the City's procedures for handling customer inquiries
8. Document use of certified laboratories
9. Preparation of an EP A Stage 2 Rule ISDE Evaluation Technical Memo (TM) to before
December 1st 20 I 0 to meet all regulatory requirements for selecting sample sites.
10. Preparation of a Disinfection By-product (DBP) Preliminary Evaluation TM that
investigates the cause of and prepares recommendations for possible solutions to address
high DBP levels in the distribution system. This evaluation may not be necessary; pending
the completed lDSE monitoring results, but should be included in the scope so as to reserve
funding in the event that it is necessary.
38. Nim-Rel!:ulatorv Needs of Users: Public Involvement Process
1. Technical Review Committee
a. The City will establish a Technical Review Committee (TRC) consisting of City
management staff and members of the public to provide review and consensus
concerning study recommendations and improvement options.
b. The Consultant shall schedule milestones throughout the project and submit
technical reports to the TRC at these milestones.
c. The Consultant shall set the TRC meeting schedule and notify all members.
2. Public Involvement
a. Conduct two (2) open house format hearings during the master planning process
to provide an opportunity for the public to comment on the master plarming.
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." Consultants may be asked to conduct additional open house meetings to
share the designs and cost estimates with the public and answer
questions.
b. Inform the City Council of master planning status.
". Submit a monthly status report to the Public Works Director for Council
reView.
" Present a summary and the status of the master planning effort to Council
three (3) times during the duration of the project.
c. Prepare three separate mailings, to be mailed by the City, which will inform citizens of
master planning efforts.
d. Assist the City in drafting three (3) news releases informing citizens of the progress of
the master planning efforts.
3. Preparation of a Monitoring and Source Water Protection Management Plan Technical
Memo for Reeder Reservoir in particular it relates Algae and water quality to meet
current TMDL requirements and identify future requirements.
3C Flow & Pressure Requirements: Program
1. Preparation of a Technical Memo addressing storage, pumping, flow and pressure needs
in the Crowson and Loop Road Pressure Zones that includes a detailed budget and scope
of services required to address the current deficiencies.
3D. Capacity Needs Related to Water Use: Conservation Program
I. Recent Program: Document the City's recent water conservation efforts, including
estimated savings if feasible. This will be achieved using information from the City and
discussions with City staff.
2. Goal: Assist the City in developing an appropriate quantitative conservation goal. The goal
will be developed related to the primary driver of the City's conservation program. Typical
conservation drivers include: I) meeting voluntary water production targets, 2) obtaining
additional water supply, 3) deferring capital improvements, 4) decreasing operating costs, or
5) demonstrating responsible use of water resources.
3. Program Next 6 Yrs: Recommend direction of the City's conservation program for the next
six years, ensuring that the number of conservation measures involved is reasonable and
practical and consistent with past activities as well as the Conservation Plan that is currently
being developed. The Consultant should be aware that the City is currently implementing six
or more measures (source meters, service meters, conservation pricing, bills showing .
consumption history, education, and landscape management practices on City properties).
The City staff will identify the measures for the Consultant to include in the program.
Evaluation of the impacts of conservation to the water demand forecast will be addressed.
4. Preparation of a TM to address implications of a potential reduction of Reeder Reservoir
storage capacity due to structural concerns raised by the most recent Part 12 Consultant.
City Responsihilities
I. Provide existing water quality regulatory compliance data from 1999-2007 for review and
summary .
2. Assist with development of comprehensive regulatory compliance plan elements
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3. Review drafts and provide comments
Assumptions
I. No monitoring plans are currently in place.
2. One meeting and one conference call will be held with City staff to develop the draft and
finill goal setting approach and actual goal(s);
3. The draft and final goals shall be consistent with the City's Water Comprehensive Plan and
DHS requirements.
4. The Public Participation Process is very difficult and subject to uncertainty regarding the
number of Public Meetings, conference calls and follow-up required. It is therefore
proposed to hold five public meetings and 12 technical group meetings.
Deliverables
I. Word document electronic files of the draft Chapter 3 containing a description of water
quality and level of service goals for the water system, considering, as appropriate, existing
and future regulatory requirements, non-regulatory water quality needs of water users, flow
and pressure requirements, and capacity needs related to water use and fire flow needs.
2. Final draft word electronic file of Chapter 3 with review comments incorporated.
3. Word document electronic files preliminary and final as technical report
4. A Conservation Curtailment Program as required for conservation plans in OAR Ch. 333,
Div.061
,
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4.0 WATER DEMAND EVALUATION
Consultant Services
I. Create up to four maps for this task showing the following:
. Current City Limits
. Current Area of urban growth boundary;
. The City's service area for the current, 6 year, 20 year and 50 year time frames;
. Projected City growth areas for the 6, 20, and 50 year periods per the Comprehensive
Land Use Plan; .
. Current and projected zoning or land use within the City service area.
2. Demographic Projections: Develop demographic projections for the City's service area for
three time periods: 6-year, 20-year, and 50-year. These projections will evaluate and
include the impacts of climate change and will be based on demographic data from the City
Community Development Department, the County Plarming Department, the City Public
Works Department, and/or the U.S. Census, depending on data availability. Coordination
with City's Community Development Department will be important. The ideal
demographic data are projections of single family households, multifamily households, and
employment through the 50-year time period. If such data is not available, alternative
methods of developing demographic projections include: I) using population data rather
than households, 2) using utility connections data rather than households, 3) analyzing
historical data to determine historical growth rates and extrapolate growth rates forward as
appropriate given input from City staff, and 4) analyzing buildable lands inventory, zoning,
and timing of development. A range of demographic projections (such as low, medium and
high) can be provided, if desired by City. .
3. Analysis: The demographic projections will be matched to the City's existing and projected
service area using appropriate analysis with input from the City's Comprehensive Land Use
Plan. Please note that GIS data may not be available. 'The demographic projections should
be divided into sub-areas such as pressures zones, and current versus new service areas, as
data allows and as desired by the City.
4. Supply Characteristics: Summarize ten years (or a lesser amount if ten years is not
available) of historical supply characteristics such as the number of connections by
customer category, production, sales, water balance showing non-revenue water and leaks,
peaking factor, and water use factors. (Note: the current Utility Billing System can produce
information on water use by customer class. This information can be determined via an
extraction of the data from the Utility Billing System and manual development of the
customer related details via spread sheet.) This information will be presented on an armual
or monthly basis as appropriate. Water use factors, including EDUs, will then be calculated
based on this data. Information will be analyzed and presented separately for potable and
reclaimed water.
5. Technical Memo: Prepare a Technical Memorandum for City review with summary tables
and graphs of the demographic projections and historical supply characteristics. Edits and
adjustments of this information shall occur before the data is used to develop the demand
forecasts. .
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6. Demand Forecasts: Generate demand forecasts using the demographic projections and
water use factors for the 6-year, 20-year, and 50-year time periods. The forecasts will be
presented by billing category (e.g., single family, multifamily, commercial) and additionally
will be divided into the same sub-areas as the demographic projections. Information will be
presented separately for potable and reclaimed water. For reclaimed water, the Consultant
will work with City staff to identify large potable users and determine the feasibility of
converting them to reclaimed water based on their location and purpose of water use. The
demand forecasts will include adjustments to reflect the conservation program from Task 6.
7. Chapter 4: Prepare the associated chapter for inclusion in the CWMP.
8. Reuse: Describe Ashland's potential for Wastewater Reuse and water rights for
Wastewater Treatment Plant effluent and their potential impacts on potable water supply
with respect to use of treated effluent in lieu of source water.
9. TID: Describe Ashland's potential for use of Talent Irrigation District Water and the
availability of associated nD water rights for the potential impacts on potable water supply
with respect to use of nD water in lieu of source water.
10. TAP: Describe Ashland's potential for use of Talent, Ashland, and Phoenix (TAP) and
associated water rights as a drinking water supply.
Summarize consistency with the City's land use plan, and note any differences (e.g. the 50 year
scenario will likely go beyond the existing information in the comprehensive land use plan and
portions of the service area will be outside the projected City Limits and current Area of City
Impact).
City Responsibilities
I. Provide the following source data, per the data and reference materials request associated
with Task 2: map data layers, City intertie agreements; Related plans, City base map/parcel
map in ACAD electronic file format, aerial map, utility map, land use maps (current and
future), and water rights.
2. Review the draft CWMP chapter, including summarized demographic projections, historical
supply characteristics, maps, and provide written comments.
Assumptions
I. Limited source data will be available beyond the 20 year planning horizon. Consultant shall
collaborate with the Community Development Department and the Engineering Division to
determine the 50 year planning horizon data utilizing the Comprehensive Land Use Plan as
the baseline for growth projections;
2. These task activities will be completed in conjunction with Task 5.
Deliverables
I. Word document electronic file of draft Plan Chapter 4: containing an estimate of the
projected growth of the water system during the master plan period and the impacts on the
service area boundaries, water supply source(s) and availability, and customer water use.
2. Word document electronic file of the final draft Chapter 3.
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5.0 WATER SUPPLY SYSTEM EVALUATION
Objective
Perform a water rights and alternate supply options analysis including inventory, comparison
with future needs, assessment of interties, and assessment of alternate water supply options to
meet IDWR, DEQ and City planning requirements. .
Sa. Water Sources & Water Rights
Consultant Services
I. Perform a water right inventory and analysis to identify and summarize the status of the
City's existing water rights with input from a review of City records and Oregon
Department of Water Resources files pertaining to the basic documents of each water right
file (permit, certificate, etc.). The depth of this analysis will be sufficient to make a
recommendation to the City regarding the sufficiency of existing water rights for current
and future demands for each plarming horizon.
2. Prepare future supply water rights analysis to determine the adequacy of the City's existing
ground water rights to meet the 6, 20 and 50 year demand forecast developed under Task 5.
Service area considerations related to purpose and place of use and service limitations (if
any) will be evaluated. The depth of this analysis will be sufficient to define the City's
ability to serve the existing and future service area. Identify any additional water rights
needed.
3. Document the status of the existing VI interties and agreements and their potential impact
on the ability of the City to provide service to current and future service areas with existing
and proposed water rights.
4. Describe surface source and aquifer storage and recovery potential for future source of
supply options to meet projected demand and improve system reliability. This summary
will include description of the potential facility elements and design criteria, permitting
considerations, estimated cost, and other relevant information. Consultant will also
describe common implementation issues associated with surface water and ASR projects
for City consideration.
5. Describe reuse potential for future source of supply options to meet projected demand and
improve system reliability. This summary will include description of the potential water
reclamation demands (currently plarmed and future planned irrigation sites), facility
elements and design criteria, permitting considerations, estimated cost, and other relevant
information. Consultant will also describe common implementation issues associated with
reuse projects for City consideration.
6. Develop preliminary common cost/yield comparison among the following potential future
water supply options: Surface Water Supply and associated water treatment; Aquifer
Storage and Recovery; reuse; conservation savings; and new groundwater supply wells.
This effort will rely on the work completed and conservation information available in the
City Water Conservation Plan, and information developed as part of the CWMP.
City Responsibilities
I. Provide available information regarding existing water rights.
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2. Review and comment on CWMP Draft Chapter 6 and Technical Memorandum on potential
cost/yield supply options.
Assumptions
I. The City will provide available water rights information.
2. The preliminary cost/yield comparison will rely on existing available capital and O&M cost
information for the three different supply options, updating existing cost information to
2009 costs. If O&M costs are not available, a qualitative assessment with ranges associated
with high, medium or low costs will be applied to provide for comparison among the
alternatives.
Deliverables
I. Word document electronic file of draft and fmal Technical Memorandum titled- Water
Rights and Supply Options; and fmal cost/yield supply options. This memorandum will be
formatted to be directly compiled into the CWMP as an appendix.
5b. Water Treatment
Consultant Services
· Evaluate the existing Water Treatment Facilities to determine ability to treat water
produced to meet the supply requirements for projected demands in all planning horizons.
, · Identify potential solutions to any deficiencies in the Water Treatment Facilities
including lack of capacity, location limitations, and distance from proposed supply
sources.
· Develop listing of recommended Treatment Facilities improvements for the Capital
Improvements Plan update.
· Capital Improvements Plan update shall identify locations and types of Treatment
Facility additions and upgrades needed for improved use of existing sources and those
necessary to serve new sources.
· Prepare a Technical Memorandum that evaluates the effectiveness and reliability ofWTP
improvements and operations, including the following process improvements issues:
(a) Magnetic Meter flow pacing SCADA incompatibilities
(b) Hypo-chlorite pump SCADA control inadequacies
(c). Soda Ash feed system control issues and remaining work
(d) Flocculation Design: how much flocculation is optimal and how much
baffling is appropriate
(e) Chlorine Diffusion in the clear well to reduce nuisance alarms and
reduce secondary DBP
(t) Backwash sump pump electrical power supply isolation from the
SCADA system, as well as other appropriate transient protection
necessary to reduce adverse impacts of lightning and power surges
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Deliverables
I. Word document electronic file of draft and fmal Technical Memorandum titled- Water
Treatment Plant Operational and Capital Improvement Options. This memorandum will be
directly compiled into the CWMP as an appendix.
5C. Water Distribution
Consultant Services:
5C.l Hvdraulic ComDuter Model DeveloDment
Assist the City in the development of a PC based computer model that can be used for
planning, fire flow analysis, sizing offacilities, and extended period simulations. The model
will consist of a single input file that includes all the City's pressure zones. This task includes
the following: .
. Review the status of the existing hydraulic model
. Provide recommendation on purchase of new hydraulic modeling software
,
. Purchase new hydraulic modeling software
. Create and calibrate a new hydraulic model utilizing City purchased software, existing
hydraulic model data, base maps, and field data. Hydrant tests will be used"to collect
pressure data to assist in the calibration process.
. Include distributed system demand and all important facilities (tanks, pumps, sources,
interties, and pipelines) to reflect actual system operation including pressure zones.
. Provide assistance, as needed, for the selection of sites for calibration fire flow tests.
. Refine the operation of the model so that it will work in steady~state and extended period
modes.
. Provide training, as needed, in the operation of the modeling software.
. Utilize model to determine necessary system modifications/additions to meet projected
growth and system demand. . Findings shall be the basis of recommended Capital
Improvement Program update.
5C.2 Model Calibration
Data Collection
. Select sites for fire flow tests and recording meters
. Utilizing City provided field data calibrate in accordance with Calibration Guidelines for
Water Distribution System Modeling prepared by the Engineering Computer Applications
Committee of the AWWA.
. Perform Steady state calibration to Planning Level accuracy.
Modeling Scenarios .
. The following base simulations will be run in the same order as listed:
Description I Facilities I
Mode
Demand
Purpose
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DescriDtion Facilities Mode Demand Purpose
Existing Peak Existing Extended 2008 Peak Day Evaluate existing peak
Hour Period with Diurnal hour conditions and
Curve identify deficiencies
Existing Fire Existing Steady State 2008 Peak Day Evaluate existing fire
Flow plus fire flow flow conditions and
identify deficiencies
2010 ClP Peak 2009 ClP Extended 2010 Peak Day Develop CIP for
Hour Period with Diurnal existing peak hour
Curve conditions
2010 CIP Fire .2009 CIP Steady State 2010 Peak Day Develop CIP for
Flow plus fire flow existing fire flow
conditions
2030 Peak Hour 2009 CIP Extended 2030 Peak Day Evaluate 2030 peak
Period with Diurnal hour conditions w/2009
Curve CIP improvements and
identify deficiencies
2030 Fire Flow 2009 CIP Steady State 2030 Peak Day Evaluate 2030 fire flow
plus fire flow conditions w/2009 CIP
improvements and
identify deficiencies
2030 CIP Peak 2030 CIP Extended 2030 Peak Day Determine CIP for 2030
Hour Period with Diurnal peak hour conditions
Curve
2030 ClP Fire 2030 ClP Steady State 2030 Peak Day Determine CIP for 2030.
Flow olus fire flow fire flow conditions
2015 CIP Peak 2015 ClP Extended 2015 Peak Day Identify portions of
Hour Period with Diurnal 2030 CIP needed to
Curve meet 2015 peak hour
conditions
2015 CIP Fire 20.15 CIP Steady State 2015 Peak Day Identify portions of
Flow plus fire flow 2030 ClP needed to
meet 2015 fire flow
conditions
,.
· Develop Table of Capital Improvements for inclusion in final ClP listing. Scheduling of
ClP items will take into account the City's street overlay and improvement program as
well as other scheduled capital projects.
· Develop drawing that shows the locations of the ClP items included in the fmallist.
5C.3 Svstem Phvsical CaDacitv Analvsis
Consultant Services
Source Capacity Analysis
· Evaluate the existing source (wells, booster pumps, etc.) capacity and compare it to the
projected demands for all planning horizons.
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. Provide analysis for each pressure zone in the distribution system
. Identify potential solutions to any deficiencies in source
. Develop listing of recommended source improvements for the Capital Improvements
Plan update
. Capital Improvements Plan update shall identify locations and types of piping additions
and upgrades needed for improved use of existing sources and those necessary to serve
new sources.
5C.4 Enerl!V Consumption Assessment
Consultant Services
. Gather and summarize data on existing water system equipment and facilities energy
consumption and efficiency. .
. Assess existing facilities energy consumption and identify equipment or facilities with
potential for energy savings through operational modifications, upgrades, or replacement.
5D. Storal!e Capacity Analvsis
Consultant Services
. Evaluate the existing storage capacity and compare it to the required storage based on
projected demands using the following criteria or those criteria that may be required by
DEQ:
o Operational Storage'
o Equalizing Storage
o Fire Flow Storage
o Standby Storage (use greater of Fire Flow or Standby, if approved by local fire
authority)
o Dead Storage
. Assess by City quadrant the storage capacity and ability to provide fire flow volumes and
rates within each quadrant. Identify where additional storage is required to meet current
and projected demands.
. Assess operational parameters of Southeast reservoir under high flow demand periods
and emergency operations.
. Provide analysis for each pressure zone in the distribution system
. Identify potential solutions to any deficiencies in storage )
. Develop listing of recommended storage improvement for the Capital Improvements Plan
update
. Utilize hydraulic model to assess current storage operations, determine location and size
of additional piping needed to improve operations, and determine piping necessary to
service new storage facilities.
Conveyance System Capacity Analysis
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· Examine existing conveyance system to determine capacity to deliver water under normal
and fire flow scenarios. Identity system deficiencies and improvements necessary to
resolve them. Specifically assess ability of system to deliver flow from production and
treatment facilities to storage facilities and high flow demand areas. Evaluate methods to
fully utilize existing storage capacity. Identity pressure ranges for peak and normal flow
conditions.
· Reviewability of storage and conveyance systems to meet demands during high flow
periods with largest reservoir off line.
City Responsibilities
· Work with local fire authority to explore possibility and advisability of nesting of fire
flow and standby storage
Assumptions
· Software acquisition shall be made by City during Comprehensive Water System Plan
development with recommendations from consultant on available options. Model shall
utilize purchased software.
· Model contains all necessary pipes, pumps, reservoirs, interties, and sources.
· Water quality calibration is included in this scope of work
· Detailed system description information or maps judged to be important to system
vulnerability will be summarized in a separate confidential memorandum to be provided
only to personnel authorized by the Public Works Director.
Deliverables
The following products will be created during this task. Some will be produced by Consultant
and others will be produced by the City.
Consultant Deliverables
· Word document electronic file of draft and fmal Technical Memorandum titled- Water
Distribution Hydraulic Modeling to provide Operational and Capital Improvement
Options. This memorandum will be directly compiled into the CWMP as an appendix.
. Source adequacy analysis by pressure zone with recommendations for Capital
Improvements, as needed.
· Conveyance system adequacy analysis by pressure zone with recommendations for
Capital Improvements Plan, as needed
· Storage adequacy analysis by pressure zone with recommendations for Capital
Improvements, as needed.
· .Capital improvement table that contains all improvements recommended for the 20-year
planning horizon.
· Model outputs for use in developing capital improvement program (tables and maps).
· Summary of Power Consumption Assessment process, findings, and recommendations.
· Limited release Technical memorandum of vulnerable system details.
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City Oeliverables
. Existing hydraulic computer modeling software capable of simulating the Water
distribution systems in both steady state and extended period modes.
. Data regarding equipment and facilities energy consumption and operations.
50. Operations and Maintenance
Consultant Services
I. Meet with City staff to review information and create the following sections.
. Organization Structure and Responsibility
. Operator Certification
. System Operation, Maintenance and Control
. Emergency Response Operations
. Safety
. Cross Connection Control
. Supplies and Equipment
. Record Keeping and Reporting
. O&M Improvements
2. Identify any recommended changes to current operations and maintenance program that will
require funding through the CIP and evaluate and determine adequate staffing needs.
3. Identify and recommended changes to current Operations and Maintenance program and
subsequent staffing needs that shall be necessary to provide adequate resources to address
the expanded infrastructure outlined in the recommended Capital Plan
City Responsibilities
I. Review available records and provide to the Consultant as requested.
2. Teleconference with Consultant to review available records.
3. Review and comment on draft Chapter 9.
Assumptions
.1. Detailed system description information and maintenance information judged to be
important to system vulnerability will be summarized in a separate confidential
memorandum to be provided only to personnel authorized by the Public Works Director.
Oeliverables
I. Word document electronic file of draft and fmal Technical Memorandum titled- Water
Supply System' Operational and MaintenanceImprovement Options. ThIs memorandum
will be directly compiled into the CWMP as an appendix.
2. Word document electronic files of the draft Chapter 5 containing an engineering evaluation
of the ability of the existing water system facilities to meet the water quality and level of
service goals, identification of any existing water system deficiencies, and deficiencies
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likely to develop within the master planning period. The evaluation shall include the water
supply source, water treatment, storage, distribution facilities, and operation and
maintenance requirements. The evaluation shall also include a description of the water rights
with a determination of additional water availability, and the impacts of present and
probable future drinking water quality regulations.
3. Final Draft Word electronic file of the Chapter 5 with review comments incorporated.
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6.0 ENGINEERING ALTERNATIVES ANALYSIS
Consultant Services
I. Develop water supply alternatives which address the plarming goals of the City.
I. Include additional water rights that may need to be purchased. Consider
water rights for both surface and well supply. Describe the types and
amount of these additional water rights.
11. Develop a contingency plan identifying potential emergency water supply
options for severe watershortages.
111. Assess potential for developing groundwater resources.
2, Evaluate each alternative based on the following:
I. Feasibility of each source considering preliminary cost estimates and
integration with existing transmission and storage facilities.
11. Reliability of source for both winter and summer uses. Consider the
impact of the university, the school district, the City, and other large water
users and factor the impacts of increase and decrease in use.
iii. Availability of water rights.
IV. Raw water quality and treatability of the potential sources. Sample
collection and testing will be required for each potential source. Jar testing
shall be done where necessary or required by the City.
v. Compliance of each source with drinking water standards.
VI. Supply vulnerability and security
3. Identify three options with the greatest promise to which additional evaluations will be
done.
4. Evaluate these three water supply alternatives in greater detail, including present worth of
operation and maintenance expenses, updated capital costs, and impact to the annual City
budget and user rates. Evaluations shall include identification of specific sites, raw water
transmission requirements, and scaled conceptual layouts in displaying the location of
major unit processes and structures.
5. Review any environmental impacts of water supply alternatives and identity potential
concerns.
6. . Receive input on the yarious water supply improvement alternatives from the staff and
the Technical Review Committee. .
City Responsibilities
I. Work with Consultant team to evaluate alternatives and select project prioritization criteria.
2. Provide recent City water project bid tabulations to be used in developing the cost
estimating tool.
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3. Review and comment on draft.
Assumptions
I. City will provide available similar project cost information to help set up cost models.
Deliverables
I. Draft and final Microsoft Excel spreadsheets, project cost estimating tool, and GIS maps.
2. List of O&M improvements to be included in the CIP and addressed in Operational budgets.
3. Draft and final Chapter 6 titled "Engineering Alternatives Analysis" that contains an
identification of alternative engineering solutions, environmental impacts, and associated
capital and operation and maintenance costs, to correct water system deficiencies and achieve
system expansion to meet anticipated growth, including identification of available options for
cooperative or coordinated water system improvements with other local water suppliers.
4. Draft and final maps of the City distribution system showing locations of projects identified
in the CIP table with attached project number for ease in cross-referencing.
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.
7.0 FINANCIAL ALTERNATIVES ANALYSIS
. Consultant Services
The financial program will be included in the Comprehensive Plan document as follows:
I. Past and Present Financial Condition - summarize water utility financial performance for
the past six years and document outstanding long-term debt and bonding capacity.
2. Available Revenue Sources - Document available sources of revenue and funding for capital
and operational costs and describe historical approaches and/or policies that establish the
City's funding methods.
3. Capital Financing Alternatives and Approaches - Identify capital fmancing. Identify and
document Capital Funding Assistance Programs - Available State and Federal grant and
loan programs.
4. Life Cycle Costing - Develop perpetu~llife replacement program for the distribution
system, recommended service life for water lines, pumps, and other components.
I. The program shall include an average, annual revenue requirement needed
to fully fund a replacement program.
11. The replacement program shall consider an assessment of backlogged
needs, recommend a specific program to address the backlog, and shall
recommend criteria for use in ranking projects.
111. Develop a recommended on going maintenance program, detailing types
of maintenance needed to protect investinent and frequency of
maintenance activities.
IV. Develop a detailed phasing plan for recommended improvements. Include
new water systems in the undeveloped areas within the UGB. Show
facilities as closely as possible to final design locations to permit.them to
be constructed with development projects:
11. Prepare system wide maps showing locations and phasing of these
improvements. Improvement locations shall be provided to assist staff in .
ensuring the improvements will be provided with land development.
5. SDC Implementation-
A. Provide detailed cost estimates for all recommended water system improvements.
i. Calculate future operation and maintenance costs.
ii. Define, in detail, the portion of individual project Costs attributable to
existing customers and the portion attributable to growth. Provide
documentation for the basis and methodology used to allocate costs.
111. Review. the City's existing system development charges (SDC) and
recommend any improvements to the methodology used to allocate costs.
Include a list of the recommended improvements that are eligible for SDC
funds and the amount each is eligible for.
B. Thoroughly review all possible funding sources for the preferred water system
improvements and develop a funding mechanism for the proposed improvements.
i. Review all funds available and the status of capital improvements,
operation, and maintenance funds for the water system.
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.35 -
11. Identify different funding sources including State, Federal, and private
sources.
6. Rate Structure and Conservation - Complete a rate analysis in order to estimate future water
rates. Utilize projected annual operation and maintenance costs and any needed capitol
improvement bonding to project. Potential rate impacts for the needed improvements.
IdentifYwater conservation opportunities that might be addressed through rate structure
revisions. Summarize City's approach to utility rate studies, status of rates recommended in
2005 rate study, and anticipated scope of201O rate study.
7. Recommended Financial Strategy - Recommend a financial strategy addressing funding
sources, basic financial policies, rates and charges.
City Responsibilities
I. Provide financial, budgeting, rate and customer reports.
2. Review and comment on draft Chapter 7.
Assumptions
I. The tasks above assume that Consultant will participate in two meetings as part of this
effort.
2. The Consultant will create a financial plan for the City.
Deliverables
I. Word document and Excel spreadsheet electronic files of the draft chapter 7 containing a
description of alternatives to finance water system improvements that includes local
financing (such as user rates and system development charges), long term financial
alternatives, and fmancing assistance programs. It also contains a detailed analysis of the
financial operational performance of the water fund including detailed financial
recommendations to enable the City to implement the preferred engineering solution
recommendations chosen in the previous chapter.
2. Final Draft Word electronic file of the chapter 7 with review comments incorporated.
3. Word document electronic file of draft and final Technical Memorandum titled-Fees and
Rates Study for the Water Supply System. This memorandum will be directly compiled into
the CWMP as an appendix.
4. Word document electronic file of draft and final Technical Memorandum titled- SDC
Update for the Water Supply System. This ineI\lorandum will be directly compiled into the
CWMP as an appendix.
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8.0 CAPITAL IMPROVEMENT PROGRAM (CIP)
Consultant Services
I. Work with the City during a workshop to discuss and develop project evaluation, screening
and prioritization criteria to be used in the selection of and prioritization of projects. The
contents of the CIP table and project sheets will also be reviewed and refmed at this
workshop.
2. Describe the CIP prioritization process, project justification and description.
3. Work with City staff to organize and summarize system pipe age and line break information
to help evaluate remaining pipe life throughout the system. Data may be in the form of
OASB 34 inventory database.
4. As other project information is made available by the City, water CIP projects will be
scheduled to coordinate with other City sewer and street improvement projects in the same
areas to minimize overall infrastructure improvement costs.
5. Provide justification for proposed capital and non-capital improvement projects.
6. Prepare a standard cost estimating methodology that will be used to compare and evaluate
project alternatives. Costs will be updated to account for changes in schedule.
7. Apply a standardized cost apportionment methodology to each recommended CIP project
which describes the estimated cost of the project in a cost per water service connection.
These values will be used for comparison of alternatives ~d prioritization of projects within
the confmes cifthe Plan.
. 8. Prepare a CIP spreadsheet or database system that can be used to describe and sort proJects
by date, schedule, priority, or type. Each project in the spreadsheet will be linked to a
project sheet that describes the project and project justification.
9. Outline and summarize the schedule of capital improvement projects in a summary table by
year for the first 5 years, in 5 year increments for the next 15 years, and projects beyond the
20 year time frame. Develop a system exhibit that identifies projects and timeframe for
implementation.
10. Describe long-term strategies for the 50-year system vision. It is expected that details of
these strategies will be refined in subsequent CWMP updates.
City Responsibilities
1. Work with Consultant team to evaluate alternatives and select CIP projects.
2. Help to select project prioritization criteria.
3. Provide recent City water project bid tabulations to be used in developing the cost
estimating tool.
4. Review and comment on draft CIP.
Assumptions
I. City will provide available similar project cost information to help set up cost models.
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-37.
Deliverables
I. Draft and final Microsoft Excel spreadsheets, project cost estimating tool, and GIS maps.
2. List of O&M improvements to be included in the CIP and addressed in Operational budgets.
3. Draft and final Chapter 8 titled "Capital Improvement Program'.' that contains a
recommended water system improvement program including the recommended engineering
alternative and associated costs, maps or schematics showing size and location of proposed
facilities, the recommended financing alternative, and a recommended schedule for water
system design and construction.
4. Draft and Final Maps of City distribution system showing locations of projects identified in
the CIP table with attached project number for ease in cross-referencing.
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9.0 ENVIRONMENTAL ASSESSMENT
(Note: This task is optional and inclusion in study scope will be determined during
development ofthe Comprehensive Water Master Plan)
. 9.1 Consultant Services
I. Performance of an Environmental Assessment or Environmental Impact Statement as
needed to meet State of Oregon and Oregon DEQ regulations for the identification,
evaluation, and assessment of potential environment impacts associated with the
Comprehensive Water System Master Plan.
2. EAlEIS shall meet the requirements set forth in the State Revolving Fund guidelines to
allow anticipated Capital Improvement Projects to be eligible for SRF programs.
3. Public participation and review process in accordance with public outreach puidelines.
4. Inclusion of the EAlEIS findings in the Comprehensive Water System Plan document
City Responsibilities
I. Provide floodplain and sensitive areas data as available.
2. Review and comment on draft Chapter 9.
Assumptions
I. Consultant will participate in public outreach meetings.
Deliverables
I. Word document electronic files of the draft Chapter 9;
2. Word document electronic files offmal ENEIS Documents and Chapter 9.
End of Task Specific Requirements
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Engineers... Working Wonders With Waterm
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September 29, 2009
Pieter Smeenk
City of Ashland Engineering Omce
20 East Main Street
Ashland, OR 97520
Re: Water Conservation and Reuse Study and Comprehensive Water Master Plan
Dear Mr. Smeenk,
The City of Ashland faces numerous challenges, from long-term water supply reliability to maintaining
existing assets. Though much work has been completed previously, the City wishes to integrate the previous
work into comprehensive WCRS and CWMP documents. and an integrated llnancial plan. The Carollo
team is the best choice for this important project because of our:
.
Understanding of the Ashland Community. The City's plan for a reliable long-term water supply must
be technically sound, llnancial feasible, and - most imponantly - congruent with the values of the
Ashland community. Carollo has partnered with the City through numerous critical public decisions,
from the previous water supply decision to planning and construction of the wastewater treatmem plant
(WWTP). The Carollo team, including myself, has developed a professional and personal relationship
with the. City, providing an unparalleled understanding of the City's politics and values.
Commitment to Service. As we have demonstrated in our previous work, we are dedicated to
providing the highest level of service to the City. This commitment was demonstrated by the support
we provided ro the aty in recently reinstating use of the TID raw water supply. Through this period
we were in daily contact with City staff, coordinating sampling and analysis, successfully negotiating
with DHS staff, and bringing our best technical resources to the table. We will bring this same level of
commitment and expenise to the WCRS and CWMP.
Minimbation of Staff Impacts. No other team can match our team's knowledge of the City's water
supply capabilities and limitations, water distribution system, finance structure, and wastewater
treatment and regulatory issues. Our ability to work successfully with City staff has been demonstrated
on the nine major projects we have completed for tbe City over the past 12 years. We realize staff
resources are limited and our existing knowledge will greatly
decrease the number of City staff hours needed for a successful
project.
f
.
.
. We trust our proposal demonstrates the understanding, experience,
and qualificarions needed to successfully complete this project. Please
don't hesitate to contact Jack Henderson or myself with questions
regarding our team, experience, and scope of services.
Project Title:
Water ConseNation & Reuse Study
afld Comprehensive Water Master Plan
Proposel: Carollo Engineers. P.C.
Legel St.tus: Professional Corporation
Fedel8l TIX 10: 86-0899222
Meiling AddreSB:
4380 SW Macadam Avenue.
Suite350. Portland OR 97239
503-227-1885
503-227-1147
beimstad@carollo.com
jhenderson@carollo.com
Phone:
FilII:
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;'JV . UNDERSTANDING AND SCOPE OF WORK
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:.~-'" '.' ,\ '"The City is faced with numeraus water system
i'l; \::, ' . '. n~eds including develapment af a lang.term water
','.(.,": '''s4pply; maintenance and angaing replacement af
::\!. '/,::..i<,i$tirig infrastructure; new srarage and potential
~ ,~. . \. ':.:4iSiributian upgrades; and improvements to.
~~ ./ ' . ,.-~~dresS' system reliability and safety. Thaugh a
~; , ~~rrilier af individual studies have been completed
t'., ,to'.evaIUlite same af these needs independently,
{.; ':, '.sta.lfresources to. manage and priaritize these issues
. t . ....:.,,'.;. are limited. The City requires camprehensive '
~ ,~<';;:':p{;llining documents that will integrate past studies
~.\i" .and new infarmatian into. a clear map to. a reliable
r"~-::"''-I, l.iloOg.term wate,r supply, and robust treatment and
',.. ,.\." ' .
:.~:4';o:..::..diStributiari systems.
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lIIi~:t:~Qur app~ch inclu~es ~I ite~ spe~ified in the
~.:: ~-"RFP and IS summarized In the SImplified work lIaw
';::<ili~ram shawn in Figure 1. Our approach will
, !,:-~~It In a Wati:r Conservatian and Reuse Study
';~:1WCRS) that meets grant requirements, and a
."";.Qomprehensive Water Master Plan (CWMP) that
~ .."" CQvers all specified aspects af the water system.
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, ",-#.1'. We Will Provide a Clear Map to a
';';R8Ualile long-Teim Water Supply System
,,:. ..~
. ,': . . '-The 1998 Long Range Water Supply Plan,
"~~)irepafed by Caralla, identified ~he T ^.p Pipeline
, :' -,'_;' as the preferred alternative for mcreasmg the
~" ,~:capacity and reliability af Ashland's water supply.
, ..:' Corinecting to. TAP to. provide a mare reliable
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Ra""'w
water supply was endarsed by the Water Advisary Group
and City Council after cansiderable public input. Hawever,
significant changes since that study warrant a fresh,
unbiased look at haw best to. meet Ashland's water supply
needs, as summarized in Figure 2 (an the fallawing page):
~ To. meet TMDL requirements, membrane treatment has
been implemented at the wastewater treatment plant
(WWTP), greatly reducing the cost to. implement a
widespread recycled water program in the City. Water
recycling wauld affer benefits to. the City including
campliance with the newly develaped temperature
TMDL an Bear Creek, and reducing demand an the
potable supply by up to. 2 mgd during the summer.
Furthermare, an expanded irrigatian water distributian
system that cauld deliver both Talent Irrigatian District
(TID) water and recycled water far landscape irrigatian
cauld dramatically reduce the demands an the potable
water system, providing the "right water for the right use"
throughaut the City.
~ The 1998 Long Range Water Supply Plan made aggressive
assumptians an the City's ability to. canserve water
during the summer manths and during droughts. These
canservatian assumptians need to. be revisited in light af
the City's progress in conserving water and in develaping
a \vater conservatian pragram for the City's future.
~ Recent draught conditians have exposed the vulnerability
af the Reeder Reservoir supply. The 2008 report
"Preparing far Climate Change in the Rogue River Basin
af Southwest Oregan" predicts more frequent and severe
shortages in the future and ather climate change impacts
that will increase the water treatment plant's (WTP)
vulnerability to. wild fire and flooding., '
Waler eons.MlIIon
and R..... Study
Ropod
CapItal
Improvom.n1.
program
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Figure J. Our proposed SCO/l< of wark will ejfiCitnlJ, cmnpk... aU IaSks described in the RFP.
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Regulatory and
TMDL
Requirements
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level 01
SefYice Goals
(public process)
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Evaluation ol'ndl,,'dua' AltffnaUver
(life-cyckcostt. quality, quontlty, re'iobility, waler titJht!,.
cnmotechclnge envlronmentolfmpacl1. sustofnabJlily)
------------......
Figure 2: Our comprehensive water supply evaluation and in/egTa/ed public />rocess wiU determine the "right water for the right,,,,,",
'..'
Fortunately, the City has numeraus aptiarui available to.
meet lang.term supply and reliability needs, including
water recycling. canservatian, TID raw ar treated
water, expansian af the Reeder supply, and the TAP
pipeline. We will verify tlie reliability and capacity
af each af these aptians with a careful assessment
af each aptian's cost and benefits. We will then
integtare the aptians into. a water supply plan that is
technically sound, financially feasible, and meets the
public's needs. As Carollo. has been invalved in all
af these previaus effarts, from rhe 1998 Long Range
Water Supply Plan to. the recent WWfP NPDES
Permit Renewal Assistance, we have the knawledge to.
integrate the City's water and wastewater needs into.
a plan that provides multiple benefits to. the City's
residents and the environment.
#2 - We Will Guide an Integrated Public
Participation Process to Get Public and Council
Buy-In
We understand that City stakehalders do. nat just want
to. "rubberstamp" a salutlan we bring to. them - they
want to. be integrally invalved in the decisian making
pracess. We recognize this need and plan to include the
public technical review cammittee CfRC) in all stages
af planning. At project initiation, we will wark with the
TRC to. identify Level afService (LOS) Gaals in terms
af capacity, reliability, and emergency supply capabilities.
Establishing LOS gaals at the beginning af the project
has the benefit af sepatating the discussian af averall
system capacity and reliability from the evaluatian af
specific water supply alternatives, and will help get
public and cauncil buy-in in the early phases af the
praject. We will then develap three technically.saund
supply alternatives that meet the established LOS gaals,
with both Iife.cycle costs and nan.financial infarmatian
(e.g., enviranmental impacts, water rights issues) to
allaw the TRC to. make an infarmed decisian.
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'{t::':' ::Oi1t gaol is to. have an apen and unbiased public
'.\~, :" /'.:process. We understand that the City may want to. take
,(I:;', \, t~e,lead in warking with the public an the current
: L~' " ': plan; Caralla, will provide all af the structure and
;~;;.1, ::~iI~~r[ needed far a successful public process. On the
,', t- "\ " :\>,:~~aus Water, Sup~ly Plan we successfully wark~d
~.. ' \,~lI\!th,the Water Advlsoty Group (WAG); we pravlded
~/ :. 'ill,e ic;chnkal infarmatian but the decisian was in
i:, " 'ih,eir hands. As a result, the final recammendatians
;",. ' h"dthe ~ndarsement af both the WAG and the City
t .", ::' c6Jncil. A1; in the previaus plan, aur agenda will be to.
',}!; ;.;' '." :':p,i)jVlac: the needed technical infarmatian to. the public
I,;.~\":::::advisory graup to. make a sound decisian - we are nat
~,~'il,tl'~ed,isposed to 'any particular water supply alternative,
2:'~'~kI#3~ We Will Provide a Comprehensive Water
~:J:~1i~em Plan that Integrates Water Supply, Water
~i~Jreatment Plant Performance and Reliability,
;;.:;-;"Stbrage and fire flow Improvements, and
:~~alittenance of bistlng Infrastrudure.
~ "" .
:"~)lIe understand the City wants a master plan, Clp, and
:'1!?.:~nancial plan that integrate all af the water system
", '':ne.eds. In additian to. the water supply evaluatian
. ,,:. :,{il$CWised above, we see these needs in five areas:
~;.~::;..: Dis~fection By.product (DBP) Reductian.
':' ',- . ,'.,:' "~ The City's lOSE results are shawing that DBP
. ~~~',: 'levels :are near: but prabably nat exceed~ng, the
: ' ~_,,:, regulatary limIts. We recommend the City evaluate
_..~,:' ciptians to. decrease DBP levels to. provide rhe
'. ,...' '" City with an increased margin af safety. As DBP
"-<;" ;Jevels are already high when the water reaches the
. ,~:distributian system, same adjustments to. treatment,
.' ::;: stlch as reducing pre.chlorinatian ar improving total
',_","';-'arganic carbon remaval, will prabably be needed.
." ,~'Vf!e will. also. evaluate impraving system aperatians
, ;, ....,;)0 reduce water age, based an aur knawledge af the
';;;;,;;. ,sYstem and our preparatian af the IDSE Plan.
. .~fiI'i'.-'.
" .. ' '..:fJ.< Water Treatment. The City is in the pracess af
'~.,', '" completing a number af interim water treatment
~.:.~., ,'.' ',' plant (WfP) improvements, but has identified
;;:;~('., additianal issues to. be addressed ~ncluding m~nar
,"#;;:~," improvements to. make the WTP s new caustIc
,,; " system functional. In additian to these items and
, ) _. . the DBP evaluatian nated above, recent high algae
levels in Reeder Reservair and use af the TID
r, '," supply warrant evaluation af improved taste and
.I': odar contra!. Caralla will wark c1asely with the
WTP staff to. identify and implement cost.effective
,.I modificatians to. aptimize the treatment capabilities
j' afthis City asset.
~ .- ~ Dlstributian. Piping and Starage. Due to. the City's
tapography, the City's distributian system is camplex
) with many pressure zones. As part af the 2003
) Water Master Plan Review, Carollo. transfarmed the
I)
)
""""'---
H20Net model develaped by a previaus cansultant
inra a usable functianing tool far water system master
planning far the firs! time. We further updated the
model as part af the 2006 Water Master Plan Update
and used the model to. evaluate many afthe issues to.
be addressed in the current plan, such as pressures
in the Loop Raad Reservair and new Crowsan and
Ashland Loop Raad Reservairs. Carolla's warking
knawledge af Ashland's distributian system and
aur in.depth understanding af the existing model
eliminates the substantial amallnt af time that yaur
staff will need to. bring any ather modeler up to. speed
an yaur distributian system canfiguratian and haw
the model works.
. Renewal and Replacement. The inclusian af costs
far renewal and replacement af existing assets in
the City's master plan is critical to. the lang.term
financial sustainability af the water system. Carollo.
has canducted extensive renewal and replacement
evaluatians for a number af clients - we will draw an
the knawledge gained in previaus studies to. develap
a simplified approach to. quantifying, valuing, and
develaping a replacement schedule far the City's
existing assets. Recent water master plans campleted
by Caralla far both Tualatin Valley Water District
and Oak Lodge Water District included renewal and
replacement needs.
. Operatians and Maintenance. The purpose af the
O&M evaluatian is to. summarize the City's current
programs, identify majar deftciencies, and recammend
improvements. A key camponent will be to. review
current staffing levels and certificatians, far both
treatment and distributian. O&M evaluatians are a
required camponent af Comprehensive Water System
Plans in Washingtan State and both Nicki Pozos and
Rachellanigan are currently warking an a similar
evaluatian far the City af lacey. Their aut.af.state
experience will provide great value to. Ashland.
Impravements identified through the abave evaluatians
will be integrated with prajects identified elsewhere
(e.g., stlucturallmprovements to. Hosler dam) into. a
camprehensive CIP and financial plan.
SCHEDULE
The schedule an the fallawing page summarizes allr
averall approach to. the project. City participatian
will be critical to. successful campletion af the project,
hawever, we understand that staff time is limited. As
we have dane in the past, we will focus an meeting
with City staff at key decisian points and praviding the
infarmatian City staff need to. make good decisians. The
schedule also. shaws the specified meetings with the
public advisary group (TRC), the City COuncil, general
public meetings and key deliverables.
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';(,,': ,PROPOSER'S CAPABILITIES
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: ,Il., : . ,-,' Successful cQmpletian af this project requires diverse
I ~''';,V>~ ~ I~~ e~pe[tise in master planning of treatment, transmission,
"'f, :::,~: arid storage prajects; strong abilities in develaping ,
I~W:: I ,',~efeil~ible costestimates and praject schedules; and
i', ~" Z .", ;i~e.'ability to. effectively integrate climate change,
r.r ',\.~o/.'rt#rVatian and recycled water into. a sustainable
~/" \Y~ter master plan that meets with public approval.
) ~: '..' '1'hraugh aur past and current wark with the City
) f, " ,', afAs.hlaiid we have demanstrated aur abilities in '
.Ii::: ' ",' these areas. We have also campleted numerous ather
It. ,;i ;"'~iOjects in the Pacific Narthwest that demanstrate aur
l'.u<';",/,;,c:.pabilities to. perfarm the wark described in the RFP.
~~ )f1,.~1l ~rojects des~ribed herein were canducted by ,he
~~S ~~,,~$~lic team members praposed far the WRCS/CWMP.
~(~iClIv ofAshland ,- Multiple Projeds
, -::;'lof~t!;;i'oll~ Engineers is proud to. be the City's "cansultant
~:!~tChaice" far nearly all af its significant water and
'~:~.;'~tewater prajects far the last 14 years. This successful
, '" ...~1'Iistoty with the City includes:
-.... ....
:'I!.' ;('Wastewater Treatment Plant Upgrade (1996.
,~?..~,-;'2(01). Following extended facilities planning by
~' ;'- :~.nother consultant, Carollo. was selected to finalize
,,:.::' : the' facilities plan, and completepfedesign af the new
.;'<":':~P. Based an Carolla's successful campletian,
" ','. n the CIty amended the contract and requested that
::,' ;.,:..~-:;-~Caro\la complete design af the new treatment plant
':, _' ,.:, , and provide constructian management services.
.......... .
~,:;fong'Range Water Supply Plan (1998). Caralla
, ;,. ';warked with rhe City and the Water Advisaty
.....-~.f:~raup ~a develap demand projectians: evaluate
~~. die avaIlable supply and storage capacIty af Reeder
, ..... ,Ri:servair, identify supply aptians to. meet identified
:".f !Ong,range supply shartfalls, and develap a preferred
,~~ypply alternative. Supply alternatives cansidered
~,~ ':'!,ithin the planning process included canservation,
.....~--:":new reservairs, groundwater supply, reuse, TID
J;:1Ii. ".,J.t,'\upply, and cannectian to. the TAP pipeline. The
~ .. ~~ ~demand proJectians remain accurate today, aver ten
~-,,,, ':'yearslater. ..
~;~'~;Water Master Plan Review (2003). The previaus
-F:-7~-;':"'" Water, Master Plan was develaped by anather
, - COllSultant. The City requested that Carollo. review
)". .' the plan and the model to. determine whether
it met the City's abjectives. Carollo. prepared a
review report tbat identified model deficiencies and
recommended impravements.
)0 Sanitary Sewer Callectian System Master Plan
(2003.2004). Carollo. was selected to. develap the
City's first collectian system model and identified
necessaty impravemenrs to. address capacity
problems, replace failing pipe, and pravide capacity
for planned growth. '
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)0 TAP Waterline Extenslan Planning and Predesign
(2004). City Cauncil endorsed maving farward
with the TAP extensian to provide the City with
a redundant water supply to. address emergencies
and water supply shartfalls during droughts. Carollo.
prepared a predesign report which established
potential locatians far the pump statian, pipeline
routing, cost estimates, and cannectian aptiallS to the
City's distributian system.
)0 Capacity Evaluatian far WWTP (2005.2006),
Carollo. revised populatian and inlluent lIaw and load
projectians far the WWTP far a 20.year planning
period. Carollo. then evaluated each treatment process
to. detemline if it had adequate capacity to meet
prajected lIaws and laads. Althaugh the projected
lIaws and laads exceeded the ariginal design loads
af the treatment plant, it was determined that the
WWTP has capacity thraugh the planning period.
The anly concern is the reliable capacity af the
membrane treatment system.
)0 WWTP Thermal Load Limits (2005.2006). Carollo.
was selected to. model the thermal regime af Ashland
and Bear Creeks using HeatSource, a campurer model
which simulates the thermodynamic and hydrolagic
interactians, wark with DEQ to. make sure that the
TMDL was develaped an a technically saund basis,
and identify the temperature benefits af different
temperature management strategies including riparian
shading, flaw augmentatian, and WWTP discharge
cessatian.
)0 Water Dlstributian Madel (2006.2007). The City af
Ashland was planning and implementing a number
af prajects to. improve the reliability and efficiency
af their water system. To. facilitate the evaluatian af
further impravements, the City retained Carollo. to.
provide an.call services to. update and calibrate the
City's hydrauliC model. This included evaluatian '
af law. cost capital and aperatianal improvements
to. improve the efficiency of the existing system,
evaluatian af two potential new reservairs, training
af City staff an use af the hydraulic model, and
develapment af an ISDE to meet requirements af the
WSEPA Stage 2 Disinfectants and Disinfectian By.
Products Rule.
)0 NPDES Permit Assistance and Permit Campliance
Evaluatian (2008.2009). CaraUa was selected to.
assist the City with negariating NPDES permit limits
and identifying the implicatian af those permit limits
,an the WWTP and its aperatian. Carollo. met with
DEQ staff to. identify potential future permit limits.
The planned limitatian with the most impact is
the temperature Iimiratian resulting fram the new
Bear Creek TMDL. Caralla evaluated aptians far
camplying with the limitatian proposed by DEQ.
Those aprians include several reuse strategies,
discharge to the TID canal with associated water
trading, and effluent cooling.
'l\CIenI~-,".~1nckI
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Relevant Project Experience
Tualalln Valley Waler Dlslrltt, OR . Waler Mosler Plan
Updale
Slewart Davis, Project Manager 503-642-/511
lVWD's master plan identified aver $70 millian
in impravemenrs, including 25 MG af new storage
capacity. Carollo. converted the District's hydraulic
model tram H20Net to. H20Map and lIsed it to
evaluate storage, fire /laws, and water supply impacts.
Carollo. campleted an evaluatian af the District's lang-
term water supply needs, including an ecanamic model
camparing three supply alternatives. The evaluatian
resulted in the develapment af a decisian framewark
that autlined the data needs. decisian points. and key ,
dates in the path to. a final decisian an a lang-term
water supply far the District. As the supply decisian
was af great interest to. the public, Caralla presented
this wark at several well-attended TVWD Board
meetings, and also participated in a public "apen
hause". on the water supply decisian.
Clry of Lace~ WA . Comprehensive Waler Syslem Plan
Updale
Brandon McAUisler, Project Manager 360-49/.5600
Carollo. was selected to. provide a Comprehensive
Water System Plan for the City af Lacey to. meet
a variety af current and lang-term needs. Carollo.
is evaluating the major system components and
aperatianal aspects af the system utilizing the City's
existing hydraulic model. Other project features
include a watet rights analysis, wellhead pratectian
plan, a financial plan to. address funding and water
rates, and an evaluatian af O&M pragrams. Given
future supply uncertainty, this praject includes a
camplex system analysis with three separate shart-
and lang-term. water supply scenarios, including new
graundwater resaurces, reclaimed water, and whalesale
water purchase.
, Oak Lodge Waler Dlslrld, OR - Waler Mosler Plan
Updale
Dan Bradley, General Manager 50~-654-7765
The goal af this master plan was to integrate
improvements needed to meet fire /law requirements,
water quality concerns, and renewal and replacement
needs into. a prioritized capital improvements program.
The master plan included the update and calibratian
af the District's hydraulic model, including transferring
the model fram H20Net to. Infawater. Renewal and
replac~,ment needs were identified thraugh a canditian
assessment af the District's abovegraund assets. In
additian. recommended projects to. address buried
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pipelines were identified by using GIS to. map the
District's piPe breakage histary and identify vulnerable
pipelines.
Tualalln Basin Waler Supply Prolect Parlners, OR . Cosl .
and Schedule Evaluallon
Stewart Davis. Project Manager 503-642-/51/
The gaal af the Casrand Schedule Evaluatian
(C&SE) was to. provide an independent verificatial\ af
canstructian costs and schedules far majar carnpone~ts
af the Tualatin Basin Water Supply Praject, resulting , '
in an integrated implementatian plan. The C&SE ' .
included evaluatian af almost $550 rnillian in " ,
. \.'.
improvements, including a 4O.ft raise af Scoggins Dam;
a new 6.5-mile, 96-inch diameter raw water pipeline; a
new 300 cfs pump statian; and expansian of the Jaint
Water Commissian WTP from 75 to. aver /65 mgd. '
Clean Waler Services, OR . Reclaimed Waler Mosler Plan
Sieve Kebbe, Project Manager 503-547-8/83
Catalla led the develapment af a Reclaimed Water
Master Plan for Clean Water Services in Hillsboro,
Oregan. The planning effart was campleted n 2008
and included an evaluatian and priariti,atian af the
potential market far reclaimed water in the Tualatin
Basin and an assessment af the benefits to. water
quality and the District. It was determined that
the greatest improvement in Tualatin River water
quality wauld result from using reclaimed water to.
affset irrigatian withdrawals during critical law flow
periods, Surface water rights alang the main stem
af the Tualatin and the majar tributaty streams
were ptiaritized by size and priarity date and costs
were develaped to. assess haw best to. produce and
deliver reclaimed water to. replace the surface water
withdrawals.
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King Counry On-Call Waler Reuse Program
John Smyth, Project Manager 206-684-1247
Carollo. campleted five work arders as part af King
Caunty's reuse program, including reclaimed water
feasibility analyses far the entire County; a study
to. evaluate new technalagies far decentralized
wastewater treatment far health hazard areas an
Vashan Island; a water conservatian white paper to.
study the cost implicatians af water canservatian
relative to. treatment plant capacity far Carnatian; a
predesign far extensian af a reclaimed water line from
the Caunty's South Plant to. Tukwila; and a cost model
far variaus sizes af generic reclamatian plants, to be
used to. evaluate the potential costs af a reclaimed
water system. The County recently hired Carollo. to.
cantinue services far an additianal3-year period.
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"i,V )PROJECT TEAM AND QUALIFICATIONS
'.. ....... .
';;<i'c' \ ",The Ca.rollo, team has the required expertise, and
{\,.i,' the'integrity to deliver both the WCRS and CWMP
\V~;,/,':~ha.t will pravide Ashlandwith a clear plan far future
':" 'j....';iiriprovemenrs. Our team has demanstrated aur ability
, ,r', \..::"I~;'!illeet yaur needs ~hrough recent and angoing
.,~!... ' ' ,:'pI)>J~ts with Ashland. In particular, through aur
#i ,. 'Yflrk an the 1998 Water Master Plan and the 2006
,~,.':' . , M\lSter, Plan Updates, as well as aur lang histary af
~:'~:I: i' wbr~ an yaur wastewater treatment plant we have
t ':: ','o:-d,martstrated aur ability to. deliver quality products an
:!p.";,;y~~hedule and budget. ,
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7" ''-,.''.., City of Ashland
~' , ~?;,f,: Peter Smeenk, P.E.
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Water Reuse/Public Information - Tracy Clln\Dll, P.E.
Hydraulic Modeling -laura Dutt P.E. ·
Water Rights '. Adam Sussman I
ConservallonfOlmate Change - Mary Hansel
Climate Change - Alan Hamlet PhD.'
Watershed Monitoring Plan - Jacob Kann. Ph.D.'
Ho,ler Dam - Dick Grilfllh, P.E.'
Rare SludylSDCs - Shaun Plgotl"lSreve Donovan'
Environmental Support - Jennifer Mille<'
Support Engineer - Rachel lanigan, P,E.
1 Wiler Planning EngIneen
2 GSI Wattf SoIutfons"lrK.
] unJvenfty ofWashlngtORlRe$Nrch Asstshnt ~esM)l'
4 Aquatic Ecosystem Sciences
SHot'" Aa<s
6 stMUA PIgon Associates-IrK.
1 Oono'tan Enterpriset,,'nc.
80wkSEwns& Jwodales"lnc.
Our team will be led by Bab Eimstad as the partner
in charge. As Bob has demanstrated an previous
projects for the City, he will be substantively
invalved in all aspects af the study. Bob will be
supported by Jack Hendersan as project manager
and Nicki Pazas as praject engineer. This core
team, located in the Portland Office, is committed
to. the successful delivery af this project. Brief
biagraphies far key team members are pravidcd
herein with resumes provided in the appendix.
Bab Eimstad, P.E. .. Partner in Charge. Bob has
served as PIC far mare than a dazen projects for the
city af Ashland aver the past 15 years including the
planning and design af the Ashland WWTP, the
2006 Water Supply System Master Plan Updates,
and the 1998 Comprehensive Water Supply Plan.
Mare recently he was PIC and Praject Manager far
the 2008 NPDES Permit Renewal Assistance, which
evaluated wastewater recycling alternatives and
costs. Bob's wark with Ashland an both water supply
and wastewater issues makes him uniquely qualified
far this project. As in the past, he will take a direct
rate in reviewing all deliverables and cantributing to.
the develapment af alternative system improvement
cancepts.
Jack Hendenan, P.E. .. Project Manager. Jack
jained Carollo in February af 2009 as Directarof
Wa ter Supply far the Pacific Narthwest. He has
aver 25 years af experience in water system facility
planning, design, canstructian, aperatians ~nd
management and has managed ar been directly
invalved in develaping and implementing numerous
water supply master plans and capital improvement
programs. He has perf armed similar studies for
communities similar in size to. Ashland such as
Shrewsbuty and Staughtan MA and far majar
systems like the Massachusetts Water Resaurces
Autharity that provides water to. 2.5 mi\lian
customers. Jack has also. been invalved in the
evaluatian and design af several major water reuse
projects and helped to. develap Water Reuse Policy
and Regulatians far the State af Massachusetts.
Jack was recently invalved in assisting Ashland with
renewed use af the TID raw water supply. Jack has a
practical hands-an approach to. project management
and maintains direct invalvement in all aspects af
the project.
Nicki Pazas, Ph.D., P.E. . Project Engineer.
Nicki has aver 10 years af experience develaping
water supply master plans and canducting water
distributian system modeling and analysis. Nicki
was the Project Engineer far Ashland's 2006
Water Supply System Master Plan Updates
including updating the distributian system model
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II
and preparing the lOSE Plan. Nicki was also. the
project manager for recent and angaing master
plans far Tualotin Valley Water District, Oak Lodge
Water District, and the City afTIgard. Nicki will be
responsible for averseeing future growth, populatian
and demand prpjectians, distribulian system modeling
and IDSE tasks as well as providing engineering
support far most aspects af the project.
Tracy Clintan . ReuselPublic Educatian. Tracy
specializes in the area af water recycling planning and
public invalvement/decisian analysis. She develaped
mare rhan 30 water reuse plans far agencies in Oregan,
Califarnia, Washingtan, Florida and Nevada ranging in
size and camplexity from 1 to. 85 mgd. Tracy brings vast
knawledge af issues encauntered when implementing
reuse pragrams and considerable experience in
develaping public invalvement pragrams, public
autreach/educatian plans, public informatian mailers
and infarmatianal handauts far stakehalder meetings
and facilitating public warkshaps. Tracy will support
develapment af materials far the TRC, City Council.
and public meetings,
Mary Hansel. Sustainability CoOrdinatar. Mary
is Carolla's Sustainability Coordinatar and has an
extensive background in sustainability principles and
strategies as well as water conservation and \Vater
use efficiency programs. Mary will be responsible
for establishing sllstainability criteria for evaluating
alternatives and far assessing achievable goals and
strategies (or efficient water use and conservation.
Rachel Lanigan, RE. - Staff Engineer. Rachel has
warked closely with Nicki aver the past several years
an a number af major water supply master plans in
,the Pacific Narthwest, &th Nicki and Rachel war ked
an hydraulic evaluations. facility planning, siting,
preliminaty design and cost estimating aspects af the
TAP Pipeline Project far the City af Ashland, Prior
to. jaining Carollo., Rachel was a project engineer
providing engineering services to. several Cities in the
Rogue Valley.
We are partnering with key specialty subcansultants to.
provide yau a highly qualified team with direct lIands
an knawledge af yaur water supply system as well as
the specialized technical expertise required far every
aspect afboth the WCRS and the CWMP. The Carollo.
Team includes:
~ Laura Dun afWater Planning Engineers who., as a
Carollo emplayee, develaped and updated Ashland's
water disrributian system model far the 2003 Master
Plan Review and 2006 Water Master Plan Update.
~ Adam Sussman af 051 Water Solutians, a
recognized regianal expert in Oregan Water Rights
who has worked previausly an water rights issues far, " I:
the City af Medfard.
~ Dr. Jacob Kann af Aquatic Ecosystem Sciences who.
has dane extensive \Vater quality manitaring far
Reeder Reservair and the Ashland Creek Watershed.
~ Dick Griffith af Hatch-Acres who. has been invalved
in structural and safety inspectians and Part 12 FERC
Studies afHosler Dam since the year 2003.
~ Shaun Pigan and Steven Danavan who. as /1nancial
experts have teamed with Carollo. previausly an
feasibility analysis, SDC and rate analysis studies far '
Ashland and numerou's ather cammunities in Oregon
and Washingtan. ' ,
~ Jennifer Miller who. is an expert in EAJESAs and
will draw an the reSOurces af DENs permitting and
environmental expertS as needed.
~, Dr. Alan Hamlet af the Climate Impact Group at the,' ,
University af Washingtan, is the leading expert an
climate change impacts to water resource planning,
development and management in the Pacific
Narth west.
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RESOURCES
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Yaur project will be managed and delivered from
Caralla's Partland af/1ce and aur 2J lacal emplayees.
Additional resources are available in aur Seattle, &ise '
and Walnut Creek af/1ces which can be efficiently
accessed using aur wide area netwark and videa
. conferencing system that links all af aur 730 regisrered
engineers, technical staff and support staff natianally.
Our Carollo. staff includ~ aver a dozen individuals with
experience in InfaWater, H20NETllll/H20Map@,
and GIS and we use the full suite af Microsoft
Of/1ce' products far ward processing, spread sheets,
praject planning and public presentatians. Far public
presentatians and graphics we use the suite af Adabe
products, including InDeslgn, Phatoshap and IIlustratar.
Our most unique qualification is aur understanding af
Ashland and the City's water and wastewater systems.
We have campleted nine majar projects far the City aver
the past 12 years, tauching all aspects af the City's water
and sewer systems. Our team's hands an experience and
understanding af Ashland's WWTP, NPDES permit
and potential far reuse, alternative sources af supply
including TID and TAP. the City's existing water supply
and distributian system, and existing hydraulic model,
gives us a unique perspective and extensive institutianal
knawledge af the apportunities and the probleOlS
associated with all af yaur water resaurce planning
aptians and yaur distributian and starage needs.
a
V.\Clert DAstWdl1ropcRlt\W:aIerNP\IOOOJ'IoposaI.~
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")' ';''- \ ". Ar Carollo. Engineers, aur missian statement captures
V-r'>: ,'aU! approach to. warking with the City of Ashland
",,~(.-' ''''o~this project as well as allafthe projects we have
f- ,\'~~:' ~~j ..~.tde,liveredj we'are 'dedicated to creative, responsive,
':. '. ~., \;, ",'qu~lity solutians to. those we serve." The Carollo.
I ~,I, ...." :~~'alri includes members with significant experience in
, t' , ' all aspectS af the City's systems, fram the City's past
?..' ,~~ter supply and reuse planning effarts to. the City's
! i; ": . h~lli1lulic model. This understanding will allaw us to.
",., }':', "n;splind mare effectively and mare efficiently than any
'f',~h", ,:': ',dther team. .,
'-'," , '., "
!I~', };>,:The bestindicatar af the level af responsiveness
':t\~~:>:'yfe ~ilI provide to. the City an this project is aur '
~",t:;;:;~~rfa~ance an past projects. O~r most r~cent effarts
: ;, '~' ,: .)2 '!,:""lSt the Water,Oepartment In restarting the
:';",;""/flO water supply demansrrated aur cammllment
"7X";;'-'m-a timely response, aur technical understanding af
it.; ille hydmulic and water quality impacrs associated
,'7 ~itith using TIO water, as well as aur ability to.
'; "k: Workeifectively with the apprapriate regulatars
'-:;:~;. :~~uccessfully satisfy regulataty concerns and .
,: ':'''', ':r.,guirements. This praject will be aU! project manager,
, " ': 'Ja~k Hendersan's, number ane priarity and aur policy
'f" ,;,,' <,;" -Will'.be to return any phane call (ram the City within
: ~ . ,24 haurs.
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'1.:~-::~:BUDGET
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, "",;.:;." ()oiestlmated level af effart farthe WRCS and
,;:;,~ ~'CMWP is described in the enclased envelape. The
,--,~,Ieyel af effart and budget are based upon aur current
.':iinderstanding af City expectatians and aur experience
"'~rrfpleriDg similar services for Ashland and ather
_ ierits. If Carollo. is selected for this project, we will
''''-''0'& closely with the City to. finalize a detailed scope'
~,4:.~?I';a:budget lailared to (ully address the City's needs far
.'t- . ~,!lle.!S services. '
~.:;1w~' intend to. make the masr af the City's investments
--~~,,~_ in 'previous planning efforts, integrat~ng existing and
.......:::, ~'--'new infarmatian to. support the pubhc process and
);::~' ',' develap the CWMP. Examples include:
,.. - -,1<'0" .
i;:~' ',' . Using populatian projectians develaped in the City's
recent wastewater master plan as a starring point far
50-year projectians. '
. Utilidng the City's extensive GIS capabilities to.
support the demand and reuse system evaluatians
and develap required maps.
. Including Dick Griffith from Hatch Acres an aur
team to. develop a scope and budget for structural
improvements to Hosler Dam and a conceptual cost
far raising the dam.
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As requested by the City, we have included a $50,000
allatment in the budget far lacab Kann. We assume
this amaunt includes the ManitOling and SaU!ce
Water Pratection Management Plan under Task
IBb(l) afthe scope af wark in the RFP. We have
also included an ASR/groundwater evaluatian as an
aptianal task anly. Based an cansultatians with Jef(
Barry from OSI Water Salutians, ASR/groundwater
are very unlikely to. yield sufficient high. quality water
to. cantribute to the City's lang-term water supply due
to. law well yields (typically <50 gpm) in the Ashland
area.
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Addenda
Received
CITY OF
ASHLAND
ADDENDUM NO.1
TO THE
REQUEST FOR PROPOSALS
FOR THE
Water Conservation & Reuse Study (WCRS)
and
,Comprehensive Water Master Plan (CWMP)
This addendum issued the 10th day of September, 2009, changes the
proposal due date from 1 :30 PM September 151h, 2009 to 1 :30 PM
September 30th, 2009.
Acknowledge receipt of this addendum by including it with the submitted
proposal. This addendum will not be counted among the total number of
submitted pages in the proposal.
END OF ADDENDUM NO: 1
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Engln..rlng
20 E, Main Street
Ashland, Oregon 97520
www.ashland.or.us
TBI: 5411488.5347
Fax: 541./488,6006
TlY: 800/735-2900
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CITY OF
ASHLAND
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ADDENDUM NO.2
TO THE
REQUEST FOR PROPOSALS
FOR THE
Water Conservation & Reuse Study (WCRS)
And
Comprehensive Water Master Plan (CWMP)
This addendum issued this 25'h day 01 September, 2009 affects the solicitation
document as distributed on August 11 , 2009 and shall be deemed an integral part 01 the
above relerence document.. ,
A. QUESTIONS AND ANSWERS RECEIVED BY PLAN HOLDERS
Q1. Are resumes included in the page limit?
Resumes are reference documents and are 1I0t included in the 10 page limit.
Q2, Under item 1.5.4, (C)(I)(t), what would you like to. see?
An example that represents the level of quality the proposer intends to provide for this study.
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Q3. Please clarify how the Statement of Wark (a required propasal element) is scored under
section 2.2. '
The connection behveen 2.2.1 and 2.2.6 is important ill order for liS to IInderstand tire level of
effort reqllired for the various tasks requested and proposed. A clear relationship between what
each task proposed consists of and how ml/ch effort is reql/iredwill be considered important.
Q4. Section 2,2,2 refers to an "on-call contract." This project does not appear to be on-call,
Please clarify.
Please ignore the term "on-call" in that it does nOl apply to this proposal.
QS, How shauld the scope of work be dacumented in the proposal and to what level of detail?
To the maximum extellt that it can be documented, given the 10 page limit and other
requirements.
Q6. Please confirm the schedule for deliverables.
Engineering
20 E. Main Sltee'
Ashland, Oregon 97520
www.8shland.or.us
Tel: 541/488-5347
Fax: 541,/488-6006
TrY, 8ll0l735-2900
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See page /4 ofr/Ie gram application and extendfonvard the schedule two quarters. This
represents the minimum completion schedule. The City would, however, prefer to complete the
study as quickly as reasonably practical.
Q7. Under Task 3C, are you calling for only a scope of work and budget or the actual tech
memo?
We are requesting the actual tech nlemo, lIS well as tile budget and scope.
Q8. How is the approach being scored? It is nat clear under Section 2.2.
No additional illformation is available.
Q9. In the Oregan Water Resources Department Grant Application, under Section B (pages 7-8)
there would appear to be some additional dacuments that I have not found an the City's website:
l. The 1998 Carollo update to the City's Comprehensive Water Supply Study.
2. Documentation of the seven feasible water supply options as developed by the WAG,
3. Documentation of Carolla's evaluation of these water supply options, including their
conclusian that the TAP projects was the preferred alternative.
Only the /998 Carollo memos are readily available. They will be posed 011 tile City website as
an attachmellt to tllis addendum as three separate tech memos.
QIO. Under 1.5.4(B) (I), the RFP calls for us to include costs in the proposal. However, under
1.5,3, the RFP states that costs are to be submitted in a separate sealed envelope. Are we to
include costs in the main propasal, Le. within the 10 pages or just in the separate sealed envelope
or both? Please clarify.
Please include the costs in tile separate envelope only. Since the budget and schedule may
depend closely on one another, proposers //lay elect to include the schedule together with the
costs in the sealed envelope.
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QU. Regarding the Part 12 FERC tasks (Task I,O(B)(3)(a)(3)), is it your intent to have the
cansultant prepare the Security Plan, Structural Safety Analysis (finite element modeling), and '
Dam Safety Manitoring Plan far Hos!llr Dam as recommended in the Part 12 Ynspectian Report
as part af this project. If so, this will be difficult to do. within the City's budget for the averall
project. I could not find preparation af these documents listed in any subsequent section. Please
clarify.
These are ~elatively millOI' tasks that will help tire preparet. of tile study more clearly understand
the inter-relationslrip of FERC requiremetlls and the WRD master planning requirement, as well
as gaps created by regulation of source water facilities by both state and federal agencies. The
stmctural safety alUllysis is a scoping documellf for the finite element modeling that the part /2
Engineering
20 E, MaIn Slree'
Ashland, Oregon 97520
www.8shlandof.us
Tel: 541/468-5347
Fax: 541,/488.6008
TTY: 8001735-2900
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safety inspection recommended. It is 1I0t intended to be the modeling task itself, which is
scheduled to OCCIII' after July I" of 20/0,
Q12, Is the model available to download from FrP upan request?
No, but we are able to upload to an FTP site if requested (and instmctions are provided).
Q13. How extensive is your available SCADA informatian? Do you monitor and record all tank:
levels and booster stations?
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The city's water system is controlled by an indepelwently operated SCADA system built on
Wonde/ware software which does not COlUlect directly to the city's Wastewater, or Electrical
Power SCADA system. The City has more than /0 years of accwnulatedj1ow, pumping, afld
WFP control data that can be accessed by the consultant selected for this project, Data
regarding sOllrce water supply fro1ll Ash/mw creek is available for a /lllIclllonger time period
from the USGS directly over the internet via the f1ationwide creek and river gaging station
system. '
Q14. Please provide contact information for Jacob Kann.
See the attached prospective proposers and RFP holder's list
Q15. Who would be the best person to visit with the City regarding the water treatment
challenges associated with the formation af disinfection byproducts?
Daryl McVey or Pieter Smeeflk.
Q16. Could we get results from this year's water quality monitoring of the distribution system for
THM and HAA?
That data is flat yet compiled or available.
Q17. Does the CWMP include a rate study?
Yes, The Water Master Plan is expected to be a comprehensive financial analysis of all Water
Enterprise Fund activities that include an analysis of operations alld maintenance altematives
incllwing detailed staffing alld life cycle cost factoring, financing options incltwing connection
fees, SDCs, rates, andfinancialforecasting that adeqllately accounts for the cyclical natllre of
the economy mid anticipates effects of downtllnts ;'1 tire business environment or revenlles..
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The study also shall provide sufficient detail to justify:
Base charges
Block rates
Conservation Rates
Engineering
20 E, Main St..el
Ashland, Oregon 97520
www ashland.or .us
Tel: 5411488,5347
Fax: 541-/488,6008
TTY: 800173!>-2900
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Seasonal rotes
Miscellaneous services rates
Q18 How do you plan on getting the results of the study to. Council and how do you propose we
deal with financing issues during the interim?
The study //lay take up to 2 years 10 complete. The cOIISultant will have the responsibility for
presenting proposed rates stTllctures to tire Council iucluding rate findings, proposed new
ordilUl1lces, and adoption "Colmcil Communications" of the master plan at thefilUll step in the
IlUlSter planning process. In the inlerim, we will continue to charge water fees based on the
current ordinances. However, tire City reserves Ihe possibility that fees and or rates may need 10
be changed before the conclusion of the study.
Q23. What is cities anticipated scope of services regarding the continuation of Reeder Reservoir
aquatic modeling and analysis?
The City requests that pmposers iuclude in Iheir proposals all allowance for analysis and
aquatic modeling of $50,000, which will be more closely scoped and refined at the time of
preparation of the Slatement of Work.
B. ADDITIONAL ATTACHMENTS FOUND ON CITY WEBSITE
The fallowing attachments can be found at
htto:/Iwww.ash1and.or.us/SectionIndex.aso?SectionlD=454
and htto:/Iwww.ashland.or.usIPaee.aso?NavID=12141.
1. Sign in sheet for Pre-Pmposal Meeling
2. Current Plan Holder's list
3. 1998 Carollo WalerSupply Tech memos I, 2. and3
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Acknowledge receipt of this addendum by including it with the submitted proposal. This
addendum will not be counted among the total number 01 submitted pages in the
proposal.
\
END OF ADDENDUM NO.2
Engineering
20 E. Main Slreet
Ashland, Oregon 97520
YIWW.ashland.or.us
Tel: 541/488,5347
Fax: 541,/488,6008
TTY: 8001735-2900
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Resumes
Robert B. Eimstad
EducatIon
IUS Envirollmental
Engineering. University
of Massochusells, 1986
MS B%ny. Universlfy of
J\-fassachllse/ls. J 982
BS Civil Engineer/IIg.
University of
JWassachusells. 1986
. BS Biology. Ulliversity of
Oregon. J 976
Licenses
Civil Engineer. Oregon.
Washing/on. idaho.
California
Professional
Affiliations
Waler E"v;,-onmenl
Federalion
American Waler Works
Association
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Pacific NOr/llwest Cleall
Wa'er Association
Oregon Association of
Clean Woter Agencies
ASJocia,;on of
Metropolitan Sewerage
Agencies
Mr, Eimstad, 0 partner with Carollo
Engineers, is experienced in .
collection system and wastewater lreatment
plant facilities planning and design, He has
porticular expertise in cambined sewer
overflow, wastewater treatment plant, and
reclamation planning.
Planning
. Partncr,in,charge for the review of
Capacily Evaluation for the Three Rivel1l
Regional Wastewoler Authority, Portland,
Oregan, The projcct includes review of
available design infonnation, activiated
sludge process madels, meeling notcs, and
archived information; interview design
team members, as necessary; and
preparatian ofa technical memorandum
summarizing lhe modeling, design and
DOE negatialions relating to. the sizing of
the aClivated sludge process and its rated
capacity,
. Parlner,in-charge for the City of Bcnd,
Oregon Water Reclamation Facilities Plan,
This facilities plan will guide Ihe expansion
of the Bend Waler Reclomalian Facility as
the city's population continues 10 grow
from the current 55,000 to a projected
119,000 by 2030. The project also. includes
evaluation of alternatives to increase tbe
capacity nf lhe existing disposol ponds to.
mcct future fiows, projected ot 12 mgd in
year 2030, Expanded opportunities for
lense of effinent will be explored,
Improvement ofbiosolids treatment to
produce a Class A product will be
evaluated.
Partner,in-charge for the Tualotin
Valley Water District Woter Master Plan
Update and Woter Monagementond
Conservation PIon, Prajecl includes
development af population projeclians and
water demand forecasls, evaluotion of
water supply aplians, distributian syslem
analysis and developme/lt af a Capital
Impravement Plan.
Partner-in,charge for lhe Lake Oswego-
Tigard Joinl Waler Supply Plan.
Responsible for developmenl and
evalualion af system infrastructure,
V:'.CIi-en1S91A1hbrMJo~W.ucfMP0909\il.<<antdDIEluu\.Jl1R..!oc:
financial, governance, and regulatory
requirements for the formation of a new
regianal water supply syslem, The projecl
includes preparing long-tenn population
projeclians and demand farecasts ond
evaluating allcmatives for supply
infraslructure including surface water
intake, raw and finished water
llOnsmissian pipelines (including a
crossing of lhe Willametle River),
lreatment and finished woler storage,
Partner-in.charge and regulatory,
issues lead for thc Clean Water Services
Rock Creek Advanced Wastewater
Treatment Facility Plan, The primory
objective af this Facility Planning effort is
to. provide a fiexible, dynamic planning
too.l thaI clearly identifies lriggel1l far
implemenling improvements under
varying fiaw, load, and rcgulotary
scenorios, The project includes a three.
phase, workshap based approach thot wos
developed to streamline the decision
making process ond maximize the use of
lhe District's time, Serving as 0 mcmber of '
the Joint Review Team which is rcsalving
issues and providing coordination between
the development of the Rock Creek
Facility Pion and the parallel planning
effort althe Durhom facility.
Partner-in,chorge and project manager
far the Clean Waler Services Reclaimed
Water Master'Plan. Carollo was teamed
with anotber firm on this ongoing project
which is cvaluoling the market for
reclaimed waler, the benefits nf a
reclomalian program in meeting the
District'. water quality objectives, and
costs.
Porlner-in-charge for Carolla's role in
development of Clean Woler Services
West Bosin Facililies Pion, The focus af
lhe West Basin Facililies Plan was to
identify the besl operating slraiegics for
the Dislrict's three wesl basin Irealmenl
plants, Rack Creek, Hillsboro, and Foresl
Grove. Thc plan Ihen develaped
improvemenls necessary for continued
operalion of lhc 'Hillsboro and Forest
Grove treatment plants,
c!:'c~"..."J!",
EngihMtL..~~ WlJ'lWaW-
Robert Bo Eimstad
Page 2
Project manager and partner-in,charge for
planning and predesign of a 5.5 mgd wastewater
reclamation facility at the Medford Regional
Wastewater Reel.mation Facility, The planning
included pilat testing, regulatary assistance,
tcchnology evaluation, and sitc devclopment for the
ncw facilities,
Treatment Plant DesIgn
Partner-in-charge for the Clean Water Services
Advanced Treatment Facility East Aemlion Basin
Predesign, Final Design, and Bid Period Services,
This project includes the design ofa "multipnrpose"
aeration basin that has the cnpability to. run in stcp
fced canfigumtion to maximize capacity, or in the
(A20) mode to provide biological phosphorus
removal.
Partncr-in,charge for the Clean Water Services
Rack Creek Influent Pump S~'tion Final Design,
The project includes design of improvement to Ihe
Influent Pump Station at the Rock Crcek A WTF
which is addressing the following issues: pump
clogging and reduction in capacity, inadequate
HV AC system, and poor pump removal and
maintemmce access,
o Partner-in-charge far the City of Medford,
Oregon's Regianal Water Reclamation Facility
Plant 3 Upgrade, Proejct includes the analysis,
preliminary design, final design, and construction
services for the Plant 3 Water Upgmde Project.
o Partner-in-charge far the design of a new
headwarks far the City afBend's Water
Reclamation Facility. The 20 mgd headworks
includes perforated plate band screens. lime storage
and feed, washer/compactors, flow measurement,
andscreenings handling facilities in a new building,
Project manager for Ute process design of phased
implementation 0[$260 million af treatment plant
improvements at the City of Salem OR WiIlaw
Lake Water Pollution Control Facility and mnre
delailed schematic design of the proposed $135
millian Phase I improvements which include a new
headwarks, 155 mgd of influent pumping, four new
primary clarifiers, new gravity thickeners, a
service/utility tuonel, a new outfall and diffuser,
cWorine contact expansion, new chemical feed
facilities, and new electrical service and
distribution.
V:'.cli.:Jll~'P~W~~rMP0909"'lkflllnU'.oIEimsl3dR.dIlo:
Partner,ill-charge for the City of Medford,
Oregon's Regiollal Wostewater Reclamation Facility,
(R WRF) Reuse Pilot Irrigation project. The project
included the desigll of a 5,5 levellY "unrestricted
use" reclaimed water facility for productian af
water that will be used for a wide range of
agricultural irrigation including irrigutian of food
crops.
o Project manager for long, range ,vater supply
planning for the City of Ashland, OR.. The planning
included an evaluation of alternative new sources.
storage options, Rnd conservation measures to
address future water deficits.
Partner-in.charge for the Mcmbrane Pilot Project
for lhe City of Ashland, Oregon, Project involved a
two.month pilat test ofmembrnne fillers far lhe
removal of phosphorus from disinfected secandary
emuent.
. Partner-in-charge for the preliminary design,
fmal design, and construction engineering services
for the City of Ashland, Oregon's Tertiary
Treatment Planl. Dcsign elements included a
secondary effiucnt'pump slation, and immersed
membrane filtration system, chemical dosing
facilities, an ultmviolet disinfection systcln, and an
outfall pipe.
o Partner-in,charge for the predesign, permitling
assislDllce, design, Dnd conslruction engineering
services of the City of Ashland, Oregan wastewater
(reatment plant upgrade, The improvements
included a new headworks, new aeration basins, 8
new secondary clarifier, rehabilitation af Iwa
e.'listing secondary clarifiers, a new RAS/W AS
pump stalion, a new aperations building, and UV
disinfeclion. Mr, Eimslad led regulatory
negotialions and participated in numerous public
meetings.
o Project mamiger and partner-in-charge far the
new lO,mgd Ashland Creek Pump Stalion far the
City of Ashland, OR. The pump statian lifts most of
the city's wastewater to the wastewater treatment
plant and was buill 10 replace an aging existing
pump stalion, The new pump station includes three
new screw impeller submersible plOnps,
o_c~,,~tt.,.. ,
~"~ Wondeta Kth www..
John Henderson
Education
8S Civil Engineering.
Worcester Polytechnic
Institute, 1984
BA. Geogrcrphy. Middlebury
College, /976
LIcenses
Civil Engineer,
Massachusells
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ProfessIonal
Affiliations
American Wale," Workf
Associallon
Disinfection of
Facilities Technical
Commillee
New England Waler ',Varia
Association-
- FUtral/on COlllllliflee.
Vice ChtJ;r
Ad Hoc Committee on
Slage 2 DBPILT2 Rule
Program Comlllillee
Oroundwoter Committee
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Ame,.kan Consulling
Engineers Council
Em-lronment<<1 Affain
Commillee
Ad Hoc Committee 011
DesalilUllion Po/icy,
E.T<cullve Office of
Environmental Affairs.
MA.
,American SocielY o/Civil
Eng'neers
Chairman. /998 A.SCE
Notional Co,,,,enlion.
Local Organizing
ConrmUlee
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BasIon Sociery a/Civil
Engineers
Management Commitlee,
Chair
NaJlonallYaler lYell
Association
Wale,. Environment
Federat;on
Mr, Henderson has more than 25 years
of experience in management and
delivery af water supply engineering
services with specific expertise in WAter
quality studies, pilating. process
evaluatian and design af drinking water
treatment and water reuse systems,
facility planning, and design of
infrostructure rehabilitation and renewal
prajects, He rontinely manages treatment
facility plAnning and design, assessment
and design of infrastructure
improvements, process assessment and
evaluation studies and Safe Drinking
Water Act compliance studies.
Conducted a review of Oregon State
procurement requirements for the
Tualatin Basin Water Supply Project, to.
determine how to implement
qualifications based selection methads in
a Design-Bid-Build procurement process,
The procurement method was developed
to ensure lhat the selection process will
not be strictly limited to the lowest price
bid, but also allows consideration af fiml
experience and oyeroll qualifications of
the bidders in the selection process. This
method, which is in full compliance with
all Oregon State regnlations, permits the
award of any contract to. be based on the
best value to. the owner, cansidering the
initial construction cost. the life,cycle,
casts and the overall quality of the
proposed project.
. Project manager and design lead for
the 15-mgd lake Whitney Water
Treatment Plant for the Sauth Central
Cannecticut Regional Water Anthority,
Cannecticut. The plant has an innovative
treatment process, which includes:
dissolved air "olaHoR, ozonation, and
'deep bed granular activated carbon filters
with the Ability to add UV disinfection in
the future. [n addiiian, the project
incorporated sustainable design elements
such as a ground source heat pump
system and a "green" vegetnted roof
system and was named as a 2007
AlNCOTE Top Ten Green Projects in
the USA,
V:\.clicallW<.UhbnoJI,"",poAb\W:lktM~'02IICttdmoaJ.drx
. Project engineerlmanager for the site
selection, environmental permitling,
piloting, evaluation. process selectioll,
conceptual design and final design for the
405-mgd DAF/Ozone/GACfiltrAtian
Walnut Hill Water Treatment Plant and
50-MG clearwell far the MaSSAchusetts
Water Resources Authority,
Massachnsells. The MWRA deferred the
construction of the OAF and Ihe filtrntion
processes and constructed only the Ozone
and the Post-azone Chemical Treatment
systems when they snccessfully abtained a
waiver to. the filtration requirement of the
Safe Drinking Water Act Filtratian Rule,
lead process design engineer and
project manager afthe 30.mgd
upgrade/expansion far the City af
Allentown, Pennsylvania, conventional
water Ireatment plant that incorporated
high-rote. inclined-plate selllers and dual
media filtratian, The design received the
1998 Diamand Award for Engineering
Excellence from the Cansulting Engineers
Council of Pennsylvania far ImlOvation in
Water Treatment Plant Design,
. Project engineer/manager for piloting
and design oca 12-mgd adsorption.
clarifier and granular activated filter water
treatment plant far the Kennebec Water
District, WaterviUe, Maine, The design
and construction of one 4-MG and (wo 6-
MG pre-stressed concrete" water storage
tanks are also a part of this project.
. Seniar technical advisar far the
Massachusetts Water Resources Autharily
Chicopee Valley Aqueduct UV
Disinfection Tre.noent Study, which
piloted a 6-mgd Trojan Swin medium-
pressure UV reactor over a 9-12 month
period in order to evaluate operating ,
characteristics under the rull range af
seasonal water quality conditians.
. Process design engineer to evaluate,
assess and design a 10'mgd brackish
water, desalinatian treatment plant and
deyelap cost estimates for a firm, fixed
price design-build propasal for The
Ministry of Water and Irrigatian, Amman,
Jordan, Bath high rate conventional and
C{'C~"",!r."
~._~~Ml'Iw.w~
John Henderson
micro~filtrntion membrane pretreatment systems
were evaluated to treat the feed water for reverse
osmosis membranes required far desalination, Su'per
pulsatars, actinow and up now clarifiers were
campared with Narit and Zenon membrane systems
for the reverse osmosis pretreatnlcllt process.
. Process design engineer to evaluate, Rssess amI
design a 5.mgd brackish water desalination J
treatment plant and develop cost estimates for an
Indefinite Duration IndefUlite Quantity design.build
proposal far the $1.1- Billion Iraq Reconstruction
Program, The project entailed collecting, analyzing
and bench-scale testing of water quality samples
from the Euphrates River near AI Ramadi; Iraq, and
selecting the most reliable and appropriate process
design to meet the project objectives, The selected
treatment process included Pall membmnes far
pretreatment follawed by reverse osmosis
membrnnes, remioernlizati9n and disinfection.
. Praject manager for I-year pilot study to
investigate process improvements far the Alto Boa
Vista Water Treatment Plan!, for the Companhia de
Saneamenlo Basica do. Eslado de Slio Paula, Sao
Paula, Brazil. The pilot study investigated process
modificatians to address recurring and incrcasing
problems of taste and odor and to increase the plant
capacity from 12 m/s (274 mgd) to 16 mls (365
mgd). A preliminary engineering report prepared as
part of the study recammendcd the addition of new
potassium oxidation chemical feed systems,
conversion of the existing sedimentation basins to
inclined plate clarifiers, the additian af intennediate
ozonation facilities, and the conversian aflhe
existing anthracite/sand filters to. granular activated
carbon filters. The report also included a detailed
construction-phasing plan to construct the $100-
million of recommended capital improvements
while maintaining operations althe 30-year-old
treatment plant.
Project manager for the City of Shrewsbury,
Massachusetts, water facilities master plRn and .
improvement project. Project included the design of
a 4.4-mgd watcr treatment plant designed to remove
volatile organic chemicals, control dissalved
manganese; and lawcr the corrosiveness oflhe
waler fram the largest single groundwatcr
production well in Massachusetts. Responsible for
the design of two large diameter gravel packed
wells to augment the town's water snpply, a
V:'C1ielll391hbu,IIJ)Prvpos:al:J\W3IaMP0909\ltc5llm.:s'OUltTldmoal_oo..
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compute,r analysis aflhe town's distribulian system,
the design ofa new L25-MG sleel water storage
tank, a 1.25-MG pre-stressed concrete watcr tank
and a new I-mgd booster pumping station, '
Project manager for the Town of Stoughton,
Massachusetts, Water Supply Masler Plan, The
work involved exploralion. testing, design. and
developmenl of groundwater supply and treatment
facilities including a town-wide hydrogeology
study, the testing, pennilling and design of the
rcqnired pumping and trealment facilitics far the
Cedar Swamp well field, and a fractured bedrock
test well investigation program, A distribution study
was also completed as part of an evaluation afthe
town's overall water supply system.
Senior praject engineer for a water supply
master plan, hydrogeologic assessmelll and
groundwaler management study for the New Jersey
Department of Environmental Protection. Camden,
New Jersey, which won the 1988 American
Consulting Engineering Council National
Excellence Award for environmental smdies.
Responsibilities included coordinatiall of field
investigations and the preliminary design work
required to establish a regional groundwater
management and water supply plan, as well as the
54-mgd water treatment plant and large diameter
distribution facilities required to implement the
recommended plan,
. Projccl manager responsible for developing
water and wastewater infraslrnclure for the
redevelapment ofthe South Weymouth Naval Air
Station (SoWey NAS) Redevelopment Project,
LENNAR, Partners, Weymouth, Massachusetts.
With almost 3,000 residential units and 2 million sq,
fect af commercial/retail space proposed, this is the
largest private development project in
MassachuseUs requiring a regianal water supply
capable of meeting the average day demand of 1.0
mgd of potable waler, 0.5 mgd of irrigation water
and an on~site wastewater treatment planl designed
to treat wastewater to reuse standards required for
irrigatian water and industrial reuse,
C( c~".."1~.,,
. EngInoors...~~..........
Nicki Pozos
Education
PhD Civil Engineering.
Universify of California.
Davis. 2002
MS Civil Engineering,
Ulliversify ofCalifornia.
Dav;,. 1999
BS Bio--Re.source
Engineering. Un;veJ"sily
of British Columbia,
Vancouver, Canada.
1996
Licenses
profe.JSional Engineer.
Oregon
Civil Engineer,
California
Professional,
Affiliations
AmericQn Wale,. Works
Assoc;alion
, lYorlifon:e Strategies
Commlllee Member
- Pacific Northwest
Secl;on, Chair Customer
Service Committee
- NorlhM'esl Oregon
Subseclion. Waler for
People and YOllng
Professionals
Commillee.s
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Dr, Pazos has broad expertise in water
treatment) disinfection processes and
distributian system water quality. Her
experience ranges fram applied research
funded by the Water Research Faundatian
to. facilities plans far municipal clients, Her
work has encompassed advanced treatment
technologies including ullravialet (UV),
disinfection, ozone, chlorine dioxide,
enhanced coagulatian, membrane liItratian,
ActiOailll and MIEXiIll.
Dr. Pozos' distributian system water
quality experience has inciuded water
transmission system planning, master
plalllling, Water Research Foundation
investigations, vulnerability assessments,
and chloramine canversion plans. Specific
roles have included water age modeling,
nitrification monitoring and response.
statistical analyses afhislOricaland
experimental data, identification of
sampling sites, operations planning,
evalualion of impacts of trealment changes.
and development of inilial distributian
system evaluation (lOSE) plans, Her recent
experience il.lcludes:
Project manager for Ihe Water Master
Plan for the City afTigard, OR, A. part of
this project, a new, calibrated hydraulic
madel in Infowater was deveJaped from the
City's GIS system, including calibralion
and develapment of a diurnal curve for
operation in extended period simulation;
The model is being used to evaluate rhe
impact oflhe City's planned new joint
supply with the City of Lake Oswega and
new aquifer storage and recovery (ASR)
wells~ as well as to. identify other fire naw,
storage and pumping impravements,
Project manager far a Financial
, Evaluation of Water Supply Alternatives
far the City ofHillsbaro, OR. The abjeclive
of this project was to develap a SO-year net
present value (NPV) madel of three lang-
term water supply altemalives for the City, '
cansisting of the Tualalin Basin Water
Supply Project, the Willamelle River, and
cannection to the Part land Water Bureau
system, The model incarporated a Monte
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Carlo analysis to take into. account the
level af risk associated with each supply,
Project manager for the Cooper
Mountain Mini Master Plan for Tualatin
Valley Water Distric~ OR, The abjeclive
of this study was to use the District's
H20Map hydraulic model to. evaluate
supply, pumping and starage an Cooper
Mountain, The project identified
canslnlctian of a new Grabhorn Pump
Station (PS) as an alternative to expanding
the existing l89th PS thai would improve
system reliability and operations. The
project also included a financial and nan-
financial evaluation afremoving the 189th
Reservair, which is located below the
hydraulic gradeline af its service area,
from service.
. Project engineer far Interim Program
Management Services far the Tualatin
Basin Water Supply Project. The gaal of
the IPM services i. to. aid the Partners in '
procuring and defining the role of a long-
term program manager. Services include:
maintaining an averall program schedule,
facilitating on, going planning meetings,
supporting discussians with the Bureau of
Reclamation, supporting the
environmental permitling process,
develaping an organizatian and staffing
plan, aud furthering design concepts for
Ihe intake, pump station, and raw water
pipeline.
. System analysis Lead for Ihe City af
Lacey, WA Camprehensive Water System
Plan, The plan includes an evalualion of
water supply alternatives, s)'slem analysis
using a hydraulic model in H20Net, an
integrated capital improvements program,
and a rmancial plan. Due 10 several
pending water rights applications, the
hydraulic model analysis includes
cansideration af Iwo different water
supply scenarias and three demand
scenarios, This plan also. features an
interactive source af supply model that can
be used to quickly evaluate the supply
alternatives, as well as an interactive CIP
that will allow City staff to update the CIP
based on future conditions.
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NicldPozos
Waler quality lead for the City of Auburn, W A
Comprehensive Water System Plan, Role included
review afhislorical water quality trenos, review and
update to the City's water quality monitoring plan,
and development of the Water Quality Chapter of
the plan,
Project engineer far Ihe Seawater Intake Systems
lar Desalination Plants Projcct lar the Water
Research Faundation. The abjeclive of this project
is to develap tools to lacilitate the planning af
desalinalion intakes. Deliverables include a State 0.1
the Science Report. an ,interactive Decision Tool
programmed in MS Access, and a utility experience
survey,
Project engineer for the Cast and Schedule
Evaluatian for the Tualalin Basin Water Supply
Praject Partners, The Partners include seven
independent cities and agencies. The project
included verification af costs and schedules lor aver
$SSO million in capital improvements, inclnding: a
raise olScaggins Dam; a new 6-mile long, 96-inch
diameter raw water pipeline; a new 300 cIs pump
station; imd expansion of the existing Joint Water
Commission Waler Treatment Plant from 7S mgd 10
over 160 mgd, The project also included synthesis'
of SO-year demand projects lor all Partners and
development 01 an integrated implementation plan
lor the averall program,
Project manager lar the Water Master Plan
Update for Oak Lodge Water District. The WMPU
includes: development of population and demand
projections, update and calibralion olthe DistricI's
InloWater madel, idenlification 01 needed
distribution system improvements. a condition
assessment and evaluation of renewal and
replacement needs, review 01 regulatory
requirements, development of a capital
improvement program, and develapment afrevised
system development charges.
. Project manager for the Water Master Plan
Updale for Tualatin Valley Water District The
WMPU included the following: development af
populatian and demand projections, calibration of
Ihe District's H20Map hydraulic model;
development af an Initial Distribution System
Evaluatian (lOSE) Plan; identificalian of needed
storage, pump slation, and piping improvements; an
evalualian of renewal and replacement needs; an
V:'.CIicntl9lAsbbDd\PnJ(lOAIs\WaIKMP0909\Rmzmes'DJPtlalIN.doc
Page 2
economic evaluation orwnter,supply options;
evaluation af supply to Wcst Slope Water District;
evaluation of emergency supply to the Portland
Water Bureau; and development of a capital
impravemenls plan. Majar recommendations
include oVer 25 million gallons of addilianal storage
capacity and a Iramework for moving forward with
identilying a long,term watcr supply for the Dislrict
. Waler quality lead for the City 01 Gillden Grove,
CA Water Master Plan, Role included reviewing
water quality data, evaluating regulatary
compliance, and authoring the water quality chapter
of the master plan report.
. W~ter quality lead for the City 01 Aubum
Comprehensive Water Plan, Role included
reviewing water quality data, evalnating regulatory
compliance, reviewing lhe Cityh's water quality
monitoring plan, and autharing the woter quality
chapter of the master plan report,
. Starr engineer for Phase I Preliminary
Engineering afthe Water Supply Improvements
Program far Tualatin Valley Water District. The
project included idenlification of the diameter and
route for a 22-mile long 72-inch diameter water
supply pipeline, Rale included preparation oftlte
final report, including coonlination af subconsultant
contributions.
Project engineer for the Water Distribution
Model Engineering Services Project far the City of
Ashland. Tbe project included develapment of an
initial distribution system evaluation (lOSE) plan,
identification af system npgrades to maximize use
af existing storage and improve available fire flows,
In addition, a new spreadsheel was develaped for
calculation of chlarine CT delivered at lite Water
Treatment Plan.
. Project manager far the lOSE Plan and Report
for the City afHayward, Developed a standard
monitoring phin using water age data from a
calibrated hydrlmlic model in H20Net, as well as
historical chlorine residuals and temperature data,
. . Project engineer lor the lOSE Plan for City of
Palo Alto, Develaped a standard mOllitaring plan
using water age data from a calibrated hydraulic
model in H20Net. as well as historical cblorine
residual and temperature data.
aca.'f'c'Ol!o
~-,v.bottlg~...w.r""
Tracy A. Clinton
Education
as Civil Eng'neer;ng.
University of Kansas.
1985
Licenses
Civil Engineer, Texas.'
Arizona, Coliforll;a
Professional
Affiliations
JYaleReuse Associalion
Chi Epsilon
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Ms, Clinton is an expert in the areas of
water recycling planning and public
involvemenVdecision analysis, She has
managed or developed more Ihan 3S water
reuse plans for agencies across the country.
She has also coosnlted on reuse effarls
regarding endocrine disrupting compaunds.
disinfection alternatives, and filtration
methods. Her reuse experience includes
recycled \Vater, grey water, and rainwater
reuse, The public involvement and decisian
analysis specialties have proved useCul
when working with large stakeholder
groups who are part of a decision process.
Her experience includes:
Project manager for the Chino Basin
Water ConselVation District Strategic Plan,
Montclair, CaliComia, PerCormed 10
interviews of service area agencies and
devclaped oC a strategic map and plan,
Projecl mauager Cor the Sanoma Caunty
Water Agency/Sonoma Valley Caunty
Sanitation District's Recycled Water
Project Ecoaomic/Financial Plan, The
project included an analysis oCthe financial
and economic benefits of four alternative
projccts with multiple agencies priorities.
Project manager far the University of
CaliComia at Sanla Cruz' Campus
Reclaimed Water Sludy. The project
included the development oC a decision'
matrix to detenniue Ihe best use of
recycled, grey, and rain water across the
campus for existiug and new Cacilities,
. Technical advisor ,to the City aC
Vacaville for review and input to their
water and recycled water contract
pravisions with a power plant. The project
included review oC several other agencies'
contracts and recammendations Cor their
cantract development.
" Technical advisor for the City afPunta
Gorda, Florida, Reuse Feasibility Study.
Reviewed drall report and repart guidelines
and provided technical input
Project mimager far the City af Daly
City/SFPUC design and planning of a
recycled water service extension to the
Harding Paric Golf Course, The project
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includes design of 4,700 feet oC 18-inch
pipe and a 700,OOO,gallon buricd storage
tank.
. PlOjectmanager Cor the King County,
Washington, Reuse Feasibility Report, Ch
4 "Regional Market Analysis." This
chapter summarizes the reuse potential,
stakeholder program, and reuse scenarios
development. and briefly discusses costs
and benefits,
. Praject manager for the City of Pismo
Beach, Califamia, Water Reuse Snldy
including conducting a market assessment,
developing demand summaries and system
concepts with costs. Findings were
presented to the council.
. Project manager Cor the City oC
Modesta, California, Ranch land lease
Scudy, Included summarizing existing
conditions and ranch management
practices, developing rancb allematives
and lease options. and presenting
recommendations. All recommendations
nre planned 10 be implemented,
. Project manager serving as reclaimed
water advisor Cor the City of Stockton,
California, Responsible Cor conducting ,
plan reviews Cor all new developments
incorporating reclaimed water, developing
reclaimed water City standards, and
coordinating with the local health
department.
. Technical advisor Car the Carnlel Area
\Vastewater District reuse pCnnitting for
Ihe Salinity Management Projeet, Cannel,
California, Respoosibilitie~ include
working with the California Departmenl of
Public Health and the Regianal Water
, Quality Conlrol Baard on revising the
water recycling pennit.
. Project manager and author far
development of Valume 7 - Reclamatian
and Reuse, for the City oCRiverside,
California, Integrated Master Plan Cor
Wastewater Callectian and Treatment
Facilities. This was an updale to. an
existing water reuse feasibility study
developed in 2003, Volume 7 included a
summary of the 2003 plan contents by
,
c' c~".""1'.,,
EngbtGra.p~~Wlll'tWWw'"
Tracy A. Clinton
Page 2
chapter, lhe planned recycled water pump slation
demands, design considemtions. and project and
power costs.
Projcct manager for the City of Hesperia Water
Reuse Masler Plan os part of the overolllnlegrated
Watcr District Master Plan~ The reuse master plan
consisled of sununarizing the reuse supply, market
identification and quantification (including
groundwater recharge), developing a recycled waler
model using InfaWaler and G1MS baseroap,
identifying altematives and regulalary
considerotians, and dcveloping an implementation
plan for a 2S-year period.
. Technicaladvisar far the Beaver Water Dislrict
Water Reuse Report as part afthe Regional Growth
Study. Thc report summarized the reuse guidelines
for Arkansas, Ihe benefits of reuse as well as
implementation issues, and identified a systematic
planning approach for developing a camprehensive
reuse plan.
Prajecl Managcr for Ihe Water Reuse Feasibility
Study Supplement for Ihe Sewcr Authority Mid-
Caastside in Half Moon Bay, California, This study
involved updaling a pervious study, conducting
bench,scale tesling, and localing/sizing/costing
lertiary filtralian and disinfection facilities.
Projecl manger for the regional Soulh San
FranciscolSan BrullolBrisbane Water Reusc
Feasibility Study. Besides SSF, SB, and Brisbane,
olher study parlners included the San Prancisca
Public Utilities Commission aud Cal- Water
Campany. The study included identificalion aud
quantification of potential customers, conceptual
development and costing af over a dozen
alternatives, stakeholder involvemenl workshops,
and financial altemalives,
. Techuical advisor for Ihe Sweetwater Authority
Recyclcd Water Master Plan, Chula Vista,
Califomia, Corolla develaped the patential market
demand and a series of altematives and costs, The
project also included the preparation of a market
assessment report and \Valer reuse analysis. Also,
conducted the customer interviews and interest
summaries.
. Principal Investigator for the Reclaimed Water
Aquifer Storage and Recovery (ASR) Research
Study for Ihe WaleReuse Foundation, which
V:'.Cljcnli9\.Ub1md'~IJ\W.1lICrMI'09tW<R.~ll5CliIllDllT,doc
consisted of condncting a technical warkshop and
litemolre survey, developing a list af conslituents to.
be analyzed, conducting sampling at sites in Florida,
Arizona, and Austrolia, and writing the report to be
published,
. Project manager for the Reclaimed Water Master
Plan for Clean Water Services in Hillsboro, Oregon,
The plan includes develapment af 14 technical
memoranda, which define Ilowllaad projections,
regulations, reuse market and alternatives, water
righlS, costs, modeling, financial alternatives, and
recammendatians,
. Project manager for Ihe reuse market assessment
and public involvement tasks as part afthe King
County, Washington, Sammamish Valley Regional
Reclaimed Water Conveyance Facility Project. This
project includes alllasks from identifying Ihe
potential Customers to planning and implementing
reuse up to. 10 mgd. This includes developing
alternatives, pipeline routings, and customer
agreemenls.
Project manager for Ihe Sanla Clara V Riley
Water Dislricrs (SCVWD) and South County
Regional Wastewater Authority's Soulh County
Recycled Water Master Plan, SCVWD wishes to
maximize rcuse in the County to offset groundwater
use.
. Project manager for the City ofVacaville
California's Recycled Waler MasterPlan, Work
included develaping R rRaster plan for recycling
tertiary emuent from Vacaville's wastewater
Irealmenl facility, The study includes identifying
reuse cuslomers in Ihe service area, defining Ute
quality and quantity requirements, and evaluating
Ihe facility needs (pipelines, pump slations, and
starage). The master plan includes a financial
analysis, a slakeholder autreach program, and an
implementation plan. Work also included
eamparing Ihe existing water quality to. irrigalion
water quality pammeters,
. Project manager for a Reclamation Program
Preliminary Economic Feasibility Study for the
Caaslside County Water District, Califomia, The
Sludy included development of reusc facilities to.
canvey recycled water to. Iwo large users: galf
courses and a cemetery,
<J .c~f'."ff",
_.._--""".
,
LAURA
DUTT,P.E.
Sol. Proprl.tor
WATER PLANNING ENOINEERS
EDUCATION
B.S, Civil Engineering / Pardand Srate University
B,S. Chemistry / Pacific Lutheran University
REG,ISTRATION
Professianal Engineer / Califarnia / No.. C64627
Professianal Engineer / Oregon / No, 58079PE
PROFESSIONAL ORGANIZATIONS
American Saciety af Professianal Engineers
Water Environment Federntian
California Water Environment Association
GIS & MODELING SOFTWARE
ESRI ArcMap, Spatial Analyst & 3D Analysr,
MWHSaft H20Map Sewer, H20M.p Water, Info-
Sewer. & InfoWater.
Pizer's Hydra Sewer Model.
EPA SWMM & XP,S\VMM Starm Water Manage-
ment Madel
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EXPERIENCE-WATER PLANNING
ENGINEERS 2005-2009
CAROLLO ENGINEERS:
West Caunty Wastewarer District Cullectian S)'stem
Model Update.
City of Ashland, Oregon Engineering Services far
the Water Distributian Madel,
EASTERN MUNICIPAL WATER DISTRICT:
Pala Basin Detailed Capacity Analysis.
2006 Wastewater Facilities Master Plan Update,
InfaSewer Model Conversian. '
Narth San Jacinta Area Sewer Study,
Wastewater Callectian System Engineering Support
Services, List af Prajects far 2008:
_ 3,day Madel & GIS Training,
. Nueva Diversion Alteenative Analysis
. Briggs Raad Capacity Analysis,
. 2012 Trunk Sewer Capacity Analysis far
Peehanga Resart E.xpansion,
. Flaw Manitaring Program
Recommendation.
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. Antelape Raad Sewer Capacity Analysis,
. Flaw Transfer Study - San Jacinta Valley
RWRF to Perris Valley RWRF,
Wastewarer Callection System Engineering Support
Services - List af Projects far 2005,2007:
. Pujal, Warm Springs, and Diaz Lift Statian
Basin Flow Projectians,
_ Cawston Lift Statian Flaw Projectians.
. Sun City & Perris Valley Callectian System
Starnge Analysis.
. Mareno Valley Flaw Transfer Alteenatives.
. Gentian Avenue Sewer Capacity Analysis,
. San Jacinto Valley Interceptor Flows and
Canneetion Analysis.
. Tract 32813 Sewer Capacity Analysis.
. Teuacina Tcact Connection Alternatives.
. Margan Hills Devclapment Cannectian
Alternatives.
. Old Tawn Temecula Sewer Study.
. Meridian Business Park Sewer Cannectian
Alreenative.
. Murrieta Creek Crossing Alteenative Study,
. Del Ria Sewer Flow Diversian Study,
. Harvill Sewer Capacity Analysis,
. Wine Country Sewer Capacity Analysis and
Connection Alternatives.
. Benton Raad Capacity Analysis.
. Harvest Landing Capacity Anaiysis.
_ Heritage Squarc Capacity Analysis.
. Diamand View Meadaws Sewer Stud)'.
. Flaw Prajections far Sun City Lift Statian,
. Menifee Valley Ranch Sewer Study.
. Flow Projectians for Winchester Lift Statian,
PROJECT ENGINEER-Eco:LOGIC
CONSULTING ENGINEERS 2005
City af Merced. CA - Sauth Merced Sewer System
Master Plan.
Tualumne City Sanitatian District, III Study,
MD Develapment - Oasis Road Pump Statian
E valuatian. City af Redding, CA.
Washae County, NV ' Warm Springs WWTP Influent
Pump Sratian Design
,
Laura L. Duff, P.E.
CITY OF LINCOLN, CA:
Sewer System Master Plan,
General Plan Update, Collection System Facilities,
PROJECT MANAGER/PROJECT
ENGINEER-CAROLLO ENGINEERS
1999-2005
EASTERN MUNICIPAL WATER DISTRICT:
Callectian System Master Plan Update (2003),
Callectian System Master Plan Update (1999),
Murricrn, Development Sewer Relief Study,
Regianal Water Reelamatian Facility Flaw
Projection Study.
Rcelaimed Water Madeling Project,
WEST COUNTY WASTEWATER DISTRICT:
Callectian System Master Plan,
Pinale Wastewater Transfer Study,
Pipeline Rehabiliration Progrnm, Phase I.
CITY OF ASHLAND, OR:
Collection System Master Plan Update.
TAP (City afTalent, Ashland & Pheani.x)
Preliminary Pipeline Engineering & Water
Distributian System Analysis,
CITY OF PORTLAND, OR:
Swan Island Pump Srntian Design,
Sullivan, Stark & Halladay Basin Predesign & Sewer
Mndeling,
OTHER AGENCIES:
Wastewater Master PLm - Cil:)' af Pleasanton, C1\,
Callectian System Master Plan Update - Oro Loma
Sanitary District, CA.
Callection System lVIaster Plan Review - Castro
Valley Sanitary District, CA.
Wastewater Utility Master PI.n - City afRedding,
CA,
Callectian System Master Plan - City af Chico., CA.
Sewer and Starmwater Master Plan - City of
Cattage Grove, OR.
Templetan Interceptor Cnpacity Analysis - Cil:)' af
Paso. Rabies, CA.
Page 2
Trunk Sewer Improvements - City ofHilIsbarough,
CA,
A-Une ReliefInterccptar Project - Central Cantrn
Costa Sanitarian District, C1\,
HYDRAULIC ENGINEER- US ARMY
CORP OF ENGINEERS 1997-1999
Flood Cantral Madel Develapment .WilJamette
River, Partland, OR.
Flood Frequency Analysis - Willamette IUver,
Portland, OR,
Tornl Dissolved Oxygen Study- Banneville Dam, The
Dalles, OR. ,
Brownlee Dam - Flaad Control Release Rule Curve,
Idaho..
ENVIRONMENTAL CHEMIST _
AMERICAN ENVIRONMENTAL
NETWORK 1991-1996
Supervising Chemist. Volatilc Organics Group,
Portland, OR
Pu B LICA TI ONS/PR ESENT A T ION S
Dutt, L., and Dent, S,A. "Effective Methads to.
Quantilj' Inftlttatian and Inflow (1&1) for Calleetion
System Rehabilitatian." Paper presented at the Water
Environment Federatian CollectianSl'sterns 2004
Can ference, Milwaukee, WI, August 8-11, 2004.
DUll, 1.. "Creating a Toolbox for Optimizing
Basement Flaading Relief Alternatives." Paper
presented at the Enviranmental & Water Resaurces
Institute/American Society af Civil Engineers Wadd
Water and Environmental Resources Cangress 2004,
Salt Lake City, UT,June 27'July 1,2004,
Dutt, 1.. "Effective Pipeline Rehabilitatian Program for
Reducing Inflaw & InfLltration." Proceedings af the
Water Environment Federatian 76th Annual Technical
Canfercnce & Expasitian, Los Angeles, CA, Octaber
11-15,2003.
Dutt, L" Dent, S,1\" Nikaida,].Y. and Taylar, T,F,
"Develaping Wet Weather Storm Evcnts from Long,
Term Histarical Rainfall Data," Paper presented at the
Water Environment Federatian 2003 Collectian
Sl'stems Canference, Austin, TX, June 2-5, 2003,
tl;;SI
W.i..Solullom,lnc.
EDUCATION
MS, Resource Geography,
Oregon,Slale University
BS, Geographyl
Environmental Studies,
University of California al
Sanla Barbara
DISTINGUISHING
QUALIFICATIONS
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. More Ihan 18 years
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experience with water
rights and lI'alerlmvs
. Experience working
with water users to
identify short-term and
long-IeI'm waleI' supply
alternatives
. Expertise in resolving
contentious water
resource issues by
working with disparate
stakeholder groups to
develop consensus
SO/II/ions
. Experience researching
and developing water
resaurce information
Jor stakehalder groups,
state agency staffi, and
the general public
. Excellenl
communications skills
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Adam Sussman
Senior Water Resources Consultant
Adam has 18 years afexperience, including 14 years with the Oregan Water Resaurces
Department (OWRD), where he develaped expertise in water rights and water laws,
including the develapment and implementatian af statewide palicies and programs. As
a seniar water resaurces cansultant, Adam warks with water users and providers
thraughaut Oregan, assisting them in develaping strategic approaches to. secure and
maximize woter rights, and in develaping calUprehensive appraaches to. water rights
and water supply management.
REPRESENTATIVE PROJECTS
Water Rights and Water Supply Services, Confidentlal Client, Ashland, Oregan.
Adam evaluated aptians far abtaining water supply through water rights transfers
andlar abtaining water supply fram federal water supply projects,
Water Rights Consulting Services,' Medford Water Commission, Oregon. While
warking at anather cansulting firm, Adam assisted in the develapment af a water
management and canservatian plan far the Cammissian, His primary role was
develapment af infarmatian abaut the Cammissian's water rights status and reliability.
On-Call Water Rights Services, City of Bend, Oregon. Since 2005, Adam has
provided an-call cansulting services to. the City. Tasks have included ca,autharing a
technical memarandum autlining the implicatians afODFW's 2005 Oregan Native Pish
Status Repart an municipal water right permit extensians; providing expert testimany in
a water utility candemnatian trial; successfully negatiating the resalutian af pratested
graundwater permits with OWRD and WaterWatch afOregan; develaping and
implementing a Water Rights Master Plan, which includes campleting permit
extensians and water right transfers to. 1 maximize and secure the City's surface water
and groundwater rights; and providing angaing cansulting services related to. the
Deschutes Basin Mitigalian Program.
On-Call Water Rights Services, Avlon Water Campa ny, Bend Oregon. Adam has
averseen all water.rights-related activities far Avian Water Campany, the largest
private water pravider in Oregan. Overall, the task has been to. secure new water rights
and madify and pralect existing water rights for a lang-term, stable water supply.
Cansulting services have resulted in the issuance aftwa new groundwater permits;
acquisitian af required surfuce water mitigatian; develapment af several claims af
beneficial use and water rights certificates; appraval af several permit amendments,
water rights transfers, arid permit extensians; and development af a strategic appraach
far securing Avian's multiple water rights,
Water Supply Strategies, City of Prlnevllle, Oregon. Adam has led an effort to.
advise the City's Public Warks Subcammittee regarding near,term and lang-term water
supply strategies. In additian, he has helped to. abtain mitigalian assaciated with
existing graundwater rights and to. develap and file a new graundwater pennit
applicatian that will require mitigation. Adam also provides angaing water rights
cansulting.
GSI Water Solutions. Inc,
lVww.gsiwolersolulions,com
~Sl
Adam Sussman
Senior Water Resources Consultant
W""S.I.U.n~llK.
Water Rights Master Plan, City aC Sisters, O,'egon. Adam warked with ather GSI
jlersannelta complete a water rights review/audit that includes a campi/atian afwater
rigllts awned and cantralled by the City; and a review and evaluatian af all permit 0.1'
certificate canditians. Based an tills infannatian, a Water Rights Mastel' Plan will be
develaped that provides the City with clear recammendatians and a priaritization af
steps to. maintain campliance with its existing water rights, and the develapment af a
strategic appraach far securing the City's multiple water rights,
Water Supply Needs Assessment, Palk County, Oregon. Warking as a subcansultant
to. WHPacific, Adam assisted in the develapment af a' water needs assessment far the 10
largest water praviders in Lincaln Caunty to. help Polk Caunty understand the water
praviders' current capacity to supply water and patential supply deficits to. the year
2050, This wark includes evaluating limiting factars assaciated with water supply such
as water rights, current infrastructure, strcam flaw, and regulatary canstraints,
Watel' Rights nnd RegulatoryCansulllng, Clackamas River Water Pravlders
(CRWP), Clackamas, Oregon. Adam is assisting the CRWP in its efIarts to.
successftllly camplete tbe water right permit extensian pracess. Current members af the
graup are the City aCLake Oswega, Narth Clackamas Caunty Water Cammissian, and
Sunrise Water Autbarity, Adam develaped supplemental permit extensian materials,
facilitated cammunicatians aballt the permit extensian with OWRD and ODFW, and is
now assisting the group in a cantested case hearing with a third-party that bas pratested
tbe extensian appravals,
Water Management and Conservation Plans (WiVICP), Various Municipalllies and
Organizations, Ol'egon. Adam (while warking at anather cansulting finn) was praject
manager far develaping WMCPs Car the City of Sandy and tbe City of Lake Oswega,
He also participated in tbe develapment afWMCPs far the Kemville-Gleneden Beacb-
Lincaln Beach Water District, Part afSt. Helens, Part afUmatilla, City afNewberg,
Medfard Water Cammissian, and McMinnville Water & Ligbt. While at GS[, Adam
has participated in the develapment af WMCPs far the City af PrineviIle, the Jaint
Water Cammissian and City af Flarence. (
Water Rights Consulting Services, City of Calloge G,'ove, Oregon. Adam evaluated
the City's water rights and develaped a strategic plan far actians to. secure and
maximize water rights, including water rights transfers, water rights permit extensions,
and develapment af claims af beneficial use far certificate issuance,
Woter Rights Consulting Services, City of Creswell, Oregon. Adam evaluated tbe
City's water rights and develaped a strategic plall far actians to. secure and lIUIJ(imize
water rights, including water rights pennit extensians and develapment af claims af
beneficial use far certificate issuance,
Water Rights Consultant of Record; City of CorvaUis, Oregon. GSI is the water
rights cansultant afrecard far the City. In this role, Adam has assisted in abtaining
approval from OWRD far the City's Water Management and Conservatian Plan, He
also. develaped a partial perfectian claim afbeneficial to abtain a water right certificate
and is providing Suppart far abtaining a water rights pennit extension to. secure and
protect the City's water supply, which is the Willametle River.
GS! Waler Solutions, Inc.
www.gsiwatersolulions.com
Mary L. Hansel
Education
BS Busine3S
Admin;slradon. Major ;"
Acco'm/ilJg. University oj
Arizona, Tllcson. J 98J
Professional
Affiliations
American Society of Civil
Engineers
8iomimicry brs(Uute
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Ms. Hansel warked far Carollo. from
1990 to. 1997 as the assistant
calltraller. She rejained Caralla in 1999 to.
wark all special prajects, She was a
Certified Public Accauntant from 1985 to.
2003. In addilian to. her finallcialaud
infonnation management experience, she
has an extensive and varied background ill
sustainability principles and strategies, and
water use efficiency programs.
Ms. Hansel is Ihe ItInllager af a strategic
initiative to integrate sustainable practices
into. Cnrolla's professianal pmclice and
daily apemtians, As pari af Ihe initialive,
Ms. Honsel is responsible far develaping
gaals and implementing n multi-faceted
plan 10. integrate sustainabilily principle.,
taals, and practices into. the Carollo.
workplace.
Her resp.ansibililies include the fallawing
wark lasks: I) develap and present learning
sessions on sustainabitity for Carollo's starr,
projectleams, and clients; 2) team leader
an the Sustainability Technical Advisol}'
Team, which is warkiug 10. illtegrate
sustainable design principlesinla Caralla's
professianal practice; 3) eansult with
engineers and staff on energy efficiency I
renewable energy strategies and
tecbnolog~es>> funding sources for "green"
projects, and environmentally friendly
materials and construction practices; and 4)
aUlhor articles an sustainability far Carollo.
clieul and staff newsletters.
Representative proJects include:
. Sustainability technical advisar far the
San JoseJSanta Clara Water Pollulian
Cantrol Plant (WPCP) Master Plan far the
City af San Jnse, Califarnia. The plant
serves a population af 1.3 mil\ian with a
capacity af 167 mgd. In additian to.
planning far tmditianal wastewater
treatment needs, the projecl includes land
use planning far 2,600 acres afbufferlands
surrounding the plant, Suslaillllbility is a
care gaal. Organized and participated in a
"brainstorm workshop," designed to
explare a range af canceptual planning ,
altematives far the future "highest and best
use" afWPCP lands, Participants included
V;'c.li~nta9\.A"hbnd.~\W;alo:f)'lp09()91Jt""'nUl:'S\I'lbmc\.".doc
San Jose staff fram nine departments,
representatives from tributary agencies,
several Sl.stainability "Ihaughtteadem,"
and leadiug urban develapers. architects,
engineers, and scientists, Authared project
memarandum an master plan gaals and
abjectives and reviewed severn I ather
project mernarandums.
Sustainability analyst far Ihe EI Estcro
Wastewater Treatment Plant Evalualian
farlhe City af Santa Barbam, Califarnia,
Respansible far assessing the relative
environmental sustainabilily of six
alternatives. Prepared a limited life cycle
greenhouse gas emission evaluation that
included aperatianal energy, as well as the
embodied energy in chemicals and filter
media and the transportatian to. get
operations. maintenance and rep~acement
materials to. the lreatment plant.
Sustainability lechnicaladvisar far the
Sewer System Masler Plan far Ihe Sau '
Francisco Public Utilities Commission,
Califarnin, Respansible far orienting Ihe
praject team to. sustainabilily cancepts,
strategies. and alternatives assessment
criteria.
Sustainability technical advisar far lhe
Water Supply Master Plan Update far
Samsala Counly Environmental Services,
Flarida. Dcvelaped sustainability criteria
used to scare waler supply project
alternatives far future supply planning.
. Sustaillability strategies technical
advisar for planning, predesign, and final
design of the Water Recycling Facility far
Ihe City afPetaluma. Califarnia,
Respansible far initial training af lhe
project team an sustainabilily principles
and toals. Ca-authared a technical
memorandum on sustainable design.
which evaluated palenlial sustainable
design gaals and strategies far the final
design, Suslainable design aptions
'evalualed included green building
practice.; vegetated roofs, use af recycled
,building materials, passive-salar
techniqucs far building healing and
cooling, nod solar~photovoltaic energy,
Caardinated the wark af subcansultants
ex' C~'r."Jt".
~_~~WlIh~~
Mary L. Hansel
Page 2
hired to assist in sustuinability assessment of
Irealmenl allernatives, using "The Nalural Step
Syslem Conditians" and Ihe "Ecolagical Foalprinl."
Water Use Efficiency
. Conservation specialist for Ihe Waler Masler
Plan Updale for the City afHesperia, California,
Responsible for summarizing current water
canservalian programs and their effectiveness;
proposing additional canservalion programs; and
providing recommendations lo help measure the
effectiveness af all the conservnlion elements,
Conservalian specialist for lhe Waler Supply
Masler Plan Update for Sarasota County
Environmenlal Services, florida. Worked wilh
counly personnel to summarize current water
conservation program, and assessed whether there is
significanl pOlenlial for further conservatian Ihat
would materially affect water demand estimates.
. Conservation specialist far the Review and Cost
Analysis of Demand Reductian Project for
Carnation, \Vashington Wastewater Treatment
Facility for King County Deparlment afNalural
Resources and Parks, The sludy delennined Ihc cost
implicalions of implemenling a mandatory water
demand management progmm in conjunction with
the design af the lreatment facility,
Continuing Education
. Behaviar, Energy and Climale Change
Conference, American Council for an Energy
Efficient Economy, Sacramento, CA, 16 hours,
November 2004.
Wriling Your Sustainability Plan: Process and
Framework. University of Oregan Continuing
Education, Part land, OR, 8 hours, Octaber 2007.
. Green Infrnstruclure and Sustainable
Cammunities, ACEC/CSU, Denver, CO, 32 hours,
July 16-19,2007.
Revenue Impacts of Conservation Workshop.
Oakland, CA, 4 haurs, OClober 22, 2004,
Environmental Justice Workshop, U.S. EPA,
San Francisco, CA, 8 hours, June 29, 2004,
V:'.cutnl89\Ash':IIIl.I\Pt"llf'OAb\W:II,:..MI'0909IRdUrrw1\1II(:ms~i.\l,tIoc
. Waler Snstainabilily in Silicon Volley: A Vision
far Ihe Future Workshop, San Jase, CA, 8 hours,
April 24, 2004,
LEED Intermediate Workshap, U.S, Green
Building Council, Oakland, CA, 8 haurs, 2003.
Systems Thinking for Sustainable Enlerprise.
Portland, OR, 8 haurs, 2003,
. Energy Perfonnance Conrracting, Web-based, 8
haurs, 2003,
. McDanough Braungart Design Chemistry
Prolocol. 8 haurs, 2001.
. The Nah.ral Step Framework. Part land, Orego.,
35 hours, 1999,
. The Nallllal Slep Framework. Santa Fe, New
Me,ica, 40 hours, Dr. Karl-Henrik Raberl and Paul
Hawken, 1997.
Committees
Program Chair for Practical Sustainability
Conference, the first annual PNCW A specialty
canferenee on sustainability, Couer d' Alene, ill,
May 8.9, 2008.
Member, American Society of Civil Engioeers Task
Foree on Sustainability in Waler Pollulion
Engineering,
Treasurer. Biomimicry Institute, a non~profit
organization whose purpose is to Unaturalizc
biomimicry in the cullum by promoting the lransfer
of ideas, designs, and stralegies fram biolagy 10.
sustainable human systems design,"
~
<J.c~'r."1t.,,
Engfnoo,s..,Wlritng-~M'lv.w.r.
,
ALAN F. HAMLET
RESEARCH ASSISTANT PROFESSOR
201 More Hall, Box 352700
University of Washington
Seattle, WA 98195-2700
ph 206-616-9361 ,
hamleafl6lu.washinaton.edu
Alan F. Hamlet joined lhe CEE facully as a Research Assistant Professor in Sept, 2007, with joint
affiliation with the Inter-disciplinary Center for Science in the Earth System (CSES) Climate Impacts
Group. His research over the last 1 0 years has focused on the impacts of climate variability and change
on rivers and water resources systems in the western U.S., with a particular emphasis on the Columbia
River basin in the Pacific Northwest.
EDUCATION
Ph.D. in Civil and Environmental Engineering, University of Washington, 2006
MSE in Civil and Environmental Engineering, University of Washington, 1996
BS in Mechanical Engineering, University of Washington, 1992
BA in Mathematics, University of Rochester, 1981
RESEARCH INTERESTS
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Integrated hydrological and water resources modeling
Impacts of climate variability and climate change on hydrology and water resources
Water resources planning and management
Climate change planning and adaptation
Sustainable water resources development and management
Long-lead climate and streamnow forecasts and related water resources applications
Modeling of freshwater and estuarine ecosystems
Forest hydrology
Paleoclimatic precipitation and streamnow reconstruction
Climate impacls on hydropower and energy systems
Climate services and outreach programs
PUBLICATIONS
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Refereed Journal ArtIcles:
Andreadis, K.M., E.A. Clark, A.W. Wood, A.F. Hamiel, and D.P. Lettenmaier, 2005: 20th Century Drought
in the Conterminous United Slates, J. Hydrometeor., 6(6): 985-1001.
Cohen, S.J., Miller, K., Hamlet, A., Avis, W., 2000: Climate Change and Resource Management in the
Columbia River Basin, Water International, 25 (2): 253-272
Hamlet, A.F., Lettenmaier, D.P., 1999: Effects of Climate Change on Hydrology and Water Resources in
the Columbia River Basin, J. of the American Waler Resources Association, 35 (6): 1597-1623
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V:\CDenI89\AShtand\Pf'OPOSaIS\WaterMP0909\Resumes\12HamletA.doc
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Hamiel, AF., Lellenmaier, D.P., 2000: Long-Range Climale Forecasting and its Use for Waler
Management in lhe Pacific Northwest Region of North America, J. Hydroinformalics, Volume 02.3: 163-
182
Hamlet, A.F., Huppert, D., Lellenmaler, D.P., 2002: Economic Value of Long-Lead Slreamftow Forecasts
for Columbia River Hydropower, ASCE J. of Water Res. Planning and Mgml, 128 (2): 91-101
Hamlet, A.F., Lellenmaiar, D.P., 2005: Producing lemporally consistent daily precipitation and
temperature fields for the continental U.S., J. of Hydrometeorology, 6(3): 330-336
Hamlet, AF., Mole, P.W, Clarl<, M.P., Lellenmaier, D.P., 2005: Effects of lemperature and precipitallon
variability on snowpack lrends in the western U.S., J. of Climate, 18 (21): 4545-4561
Hamlet A.F., Mote PW, Clark M.P., Lellenmaier D.P., 2007: 20th Century Trends in Runoff,
Evapotranspiration, and Soil Moisture in the Western U.S., J. Climate, 20 (8): 1468-1486
Hamiel A.F., Lellenmaier D.P., 2007: Effecls of 20th Century Warming and Climate Variability on Flood
Risk in the Western U,S., Waler Resour. Res., 43, W06427, doi:10.1029/2006WR005099
Miles, E.L., Snover, AK, Hamiel, AF., Callahan, B., and Fluharty, D., 2000: Pacific Northwest regional
assessment: The impacls of climate variability and climate change on the waler resourcas of lhe
Columbia River Basin. J, of lhe American Water Resources Association, 36 (2): 399-420
McGuire, M., Wood, AW., Hamiel, AF., Lellenmaier, D,P., 2006: Use of satellite data for slreamnow and
reservoir storage forecasts in the Snake River Basin, /D, ASCE J. Water Res. Planning and Mgt, 132,97-
110.
Mote, PW., E.A. Parson, A.F. Hamlet, K.G. Ideker, W.S. Keeton, D, P.,Lellenmaier, N.J, Mantua, E.L.
Miles, DW. Peterson, D.L. Peterson, R., Slaughter, and AK. Snover, 2003: Preparing for climatic
change: lhe waler, salmon, and forests of the Pacific Northwest, Climatic Change, 61: 45-88
Mole P.W., Hamlet A.F., Clark M.P., Lellenmaler D.P., 2005: DeClining mounlain snowpack in western
North America, BAMS, 86 (1): 39-49 .
Mote, PW., AF, Hamlet, E.P. Salathe, 2007: Has spring snowpack declined in the Washington
Cascades?, Hydrology and Earth System Sciences Discussions, 4, 2073-2110, SRef-ID: 1812-
2116/hessd/2007-4-2073
Nijssen, B., O'Donnell G.M, Hamlet, AF., Lellenmaier, D,P., 2001: Hydrologic Sensitlvily of Global Rivers
to Climate Change, Climatic Change, 50: 143-145
Payne, J.T., AW. Wood, AF. Hamlet, R.N. Palmer, and D.P. Lellenmaier, 2004: Mitigating the effects of
c1imale change on the waler resources of the Columbia River basin, Climatic Change, 62 (1-3): 233-256
Snover, AK, Hamiel, AF., Lellenmaler, D,P., 2003: Climale Change Scenarios for Water Planning
Sludies, BAMS, 84 (11): 1513-151 .
Voisin, N., A F. Hamlet, L. P. Graham, D. W. Pierce, T. P. Barnell, and D. P. Lellenmaier, 2006: The role
of climate forecasts in western U.S. power planning, Journal of Applied Meteorology 45(5), 653-673,
Books:
Gamble, J.L., John Furlow, Amy K. Snover, Alan F. Hamiel, Barbara J. Morehouse, Holly Hartmann, and
Thomas Pagano, 2002: Assessing the Impact of Climate Variability and Change on Regional Water
Resources: The Implications for Stakeholders, in Waler: Science, Policy, and Management, R. Lawford et
aI., editors, AGU Press Monograph
Hamlet, AF., P.W. Mote, A.K. Snover, and E.L. Miles, Chapter 4, Climate, Waler Cycles, and Water
Resources Management in Ihe Pacific Northwest, Rhythms of Change: An Integrated Assessment of
Climate Impacts on the Pacific Northwest, E.L. Miles and AK. Snover, editors, On review).
Hamlet, A.F., 2003: The Role of Transboundary Agreements In the Columbia River Basin: An Integrated
Assessment in the Context of Historic Development, Climate, and Evolving Water Policy, Climate and
Water: Transboundary Challenges in lhe Americas, Eds. H. Dial and B. Morehouse, K1uwer Press,
DordrechVBostonlLondon
Lellenmaier, D.P, Hamiel, AF., 2003: Chapter 7, Improving Water Resources System Performance
Through Long-Range Climate Forecasts: (he Pacific Northwest Experience, Waler and Climate in the
Weslern United States, William M. Lewis Jr., editor, University Press of Colorado. Boulder
f
V:\Clienf89\Ashland\Proposals\WatetMP0909\Resumes\ 12HamlelAdoc
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A. Richard Griffith
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SENIOR PROJECT MANAGER. HATCH ACRES CORPORATION
SUMMARY OF EXPERIENCE
B.S., Civil Engineering, Oregon State University, 1963
M.S.. Structural Mechanics, California State University at Sacramento, 1970
PROFESSIONAL ASSOCIATIONS
Registered Professional Engineer, States of Washington, Alaska, Oregon and Idaho
CITIZENSHIP
United States
FERC PART 12 SAFETY INSPECTIONS
2003 - 2009
Independent Consultant (IC) and PFMA Workshop facilitator for safety inspections for the
following projects in accordance with Chapter 14 of the FERC Engineering Guidelines, Dam
Safety Performance Monitoring Program.
. Swan lake Project, Alaska, FERC Project No. 2911 (Ie)
. Beaver Falls Project Project, Alaska, FERC Project No. 1922 (IC)
. Ketchikan lakes Project, Alaska, FERC Project No. 420 (IC)
. Solomon Gulch, Alaska, FERC Project No. 2742 (I C)
. Bradley lake, Alaska, FERC Project No. 8221 (I C)
. Terror lake and Shotgun Creek Dams, Alaska, FERCProject No. 2743 (I C)
. Wanapum Dam, Washington, FERC Project No. 2114 (I C)
. Priest Rapids'Dam, Washington, FERC Project No. 2114 (IC)
. Blind Slough Hydroelectric Project, Alaska, FERC Project No. 201 (IC)
. Reeder Gulch Project. Oregon, FERC Project No. 1107 (Ie)
. Alder and la Grande Dams, Washington, FERC Project No. 1862 (facilitator)
1993 - 2002
Project Manager or Project Engineer for safety inspections for the following projects:
. Pinnacles Hydroelectric Project, Virginia, FERC No. 10896
Abbeville Hydroelectric Project, South Carolina, FERC Project No. 11286
. Packwood HydroelectriC Project, Washington, FERC Project No.2244
. Ketchikan lakes Hydroelectric Project, Alaska, FERC Project No. 420
RELEVANT EXPERIENCE
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Hatch Acres Corporat/on-1996 to Present
. Project Manager for Allison lake Feasibility Studies for Copper Valley Electric Association.
The studies in support of the proposed new hydroelectric project near Valdez Alaska involve
consideration of three altemative arrangements including a cross basin transfer to an
existing hydroelectric project, a long tunnel to a new powerhouse near tidewater and a
surface conduit leading to the same new powerhouse location. Detailed project operations
were performed to assess the benefits of each scheme in meeting the isolated load
requirements of the CVEA system. In addition, geotechnical and environmental field studies
were performed in support of the feasibility review and traditional/hybrid FERC licensing
process.
. Project Manager for the Beaver Falls and Ketchikan lakes Powerhouse Unit Upgrade Study
for Ketchikan Public Utilities. This study included a condition assessment of each
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HAJ~H Ulfl
powerhouse led to identification of equipment replacements required for reliability and life
extension for each project. .
. Project Manager for preliminary and final design activities for lhe Whitman Lake
Hydroelectric Project for Ketchikan Public Utilities. The preliminary design activities
included revision to the design arrangement to facilitate the combined use of project waters
with a major fish hatchery. Key to the process was a detailed selllement agreement
between KPU, the hatchery and stalelFederal resource agencies. The final design activities
included new intake facilities at an existing dam, dual conduit system and a two unit
powerhouse for the combined hydrolhatchery operation and an upgrade to the hatchery
internal water supply system.
. Project Manager for the Mossyrock Powerhouse Unit Upgrade Study for Tacoma Power.
This study included an evaluallon of the existing equipment and of various possible unit.
upgrade scenarios. including installation of a new, third unit. The firm's proprietary software
(Auto Vista) was used to evaluate the power benefils of selected upgrade scenarios and a
risk-based asset management (HydroVantage) analysis was utilized to determine optimum
lhe timing for replacement of the major equipment items.
. Project Manager for the Rock Island Powerhouse No. 1 rehabilitation study for Chelan
County PUD to update and expand earlier studies to optimize the complete i.e., bank-to-
bank plant. The study includes a condition assessment of the equipment in Powerhouse
No.1 and Powerhouse No.2, and considers the potential effects of FERC licensing, fish
passage and dissolved gases on Ihe rehabilitation or redevelopment of the project. The
firm's proprietary software was used to evaluate the power benefils of selected upgrade
scenarios for Powerhouse No.1 (AUTO Vista) and a risk-based asset management (RBAM)
analysis of the major equipment items in Powerhouse No. 1 and 2.
· Project Manager for review of obselVed cracking in the left abulment of the 380-fl high arch
Boundary Dam for the City of Seattle. The review included assessment of instrumentation
data, stress analyses and geotechnical analysis. The study concluded that the cracking is
associated with normallhermal movements within the dam itself ralher than to movement of
the abutment, as was previously assumed. Ongoing work includes upgrading of
instrumentation program and data interpretation systems.
.. Project Manager for seismic upgrading of the concrete section of the Greater Vancouver
Water District's Seymour Falis Dam for the maximum credible earthquake. SelVices for lhe
project include execution of a geotechnical investigation program, review of seismic criteria,
stabilily and strength analysis using state-of-the-art finite element analyses, ilelailed design
of remedial measures and an assessment of potential environmental impacts relating to
construction works. The 30-m high dam consists of an earth-fm embankment, and a
concrete slab and buttress dam which encompasses a 12-bay spillway, an intake and non-
overflow sections.
· Project Engineer for. relicensing analyses, project spiltway improvements and FERC Part 12
Independent Consullant for the existing Blind Slough project for Petersburg Municipal Power
& Light, Alaska, which develops the power potential of Crystal Lake and Crystal Creek.
1994-1995, LouIs Berger & Associates, Seattle, WashIngton.
1971-1994, R.W. Beck, Seattle, WashIngton.
1969-1971, Chas. T. MaIn, Boston, Massachusetts.
1963-1969, CalifornIa Department of Water Resources.m
V:\OlenI89\Ashfand\ProposaIS\WaleI'MP0909\ResumeS\f3GrlffilhO.doc
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SHAUN P. PIGOTT
Principal
Shaun Pigott Associates, LLC
EDUCATION
. M~ters; Public Affairs & Finance, University of Washington
. Bachelors; Economics, University of Washington
PROFESSlONAL EXPERIENCE
Mr. Pigott has 25 years of experience in infrastmcture management and public sector finance.
Most significant in tenns of Ashland's needs is Mr. Pigott's experience as Project Manager for
the design and implementation of numerous system development charges (SDC) for water,
stormwater and sewer rate stUdies in Oregon, Washington, Idaho and Utah. Shaun Pigott has
developed water-sewer-stOlmwater rates and impact fees for the following jurisdictions: Clean
Water Services (OR), Milwaukie, Newberg, Rogue Valley Sewer Services, Roseburg Urban
Sanitary Anthority, Medford, Gresham, Clackamas River Water, Scappoose, Rainier, Gresham,
West Linn, Molalla, Silverton, Henniston, Water Environment Services (Clackamas County),
Oak Lodge Sanitary District and in Utah Price River Improvement District, Murray City, West
Valley City, Draper City, Orem City, Salt Lake City, Centerville City, Magna Water Company.
Shaun Pigott has been a featured speaker on the design and implementation of SDCs and utility
rates for ASCE, APW A (Oregon and Utah) and ACW A.
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. Financial consultant and analyst for numerous Northwest' cities, counties and service
districts. Responsible for feasibility analysis, cost of service and rate analysis for municipal
utilities and Districts. Jurisdictions include: Lake Oswego, Gresham, Portland, Clackamas
County, Oak Lodge, Milwaukie, West Linn, Clean Water Services of Washington County,
Tualatin, Tigard, Forest Grove and Hillsboro (OR.). .
. Shaun Pigott has worked with the cities of Ashland and Medford in the design and
implementation of SDCs and utility rates. Similar services were provided to the Roseburg
Urban Sanitary Authority (RUSA) and the Rogue Valley Sewer Services (RVS). In all case
the recommended revisions to SDCs and/or rates were adopted by the jurisdictions.
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. Shaun Pigott was project manager for the design and implementation of a large wastewater
provider in the Portland, OR metro area - Clean Water Services - revised sanitary sewer rate
structure, which converted from a fixed EDU approach to a consumption-based rate. This
project required development of the revenue requirements for the revised rate structure and
developing the cost allocation methodology for the fixed and variable components of the
rate. Also involved was coordination of winter average water consumption data from 6 water
jurisdictions within the USA service area and conversion of data processing/billing systems
to accommodate the revised approach.
. Project manager for the regional snrface water program in Washington County, Oregon. This
involved 18 months of negotiation among the cities in Washington County regarding the
fOlm and operating structure for this new regional entity. The structure, which evolved, was a .
ShaUll Pigol/ Associat.... LLC
county service district having specific operating agreements with each of the 13 member
cities and required development of an application to the Portland Metropolitan Boundary
Commission for review/approval of the program. Operated under the Clean Water Services
of Washington County, this regional surface water utility is one of the largest and fastest
growing entities in the United States.
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Project manager for the Clackamas Water Authority Project which eVllluated the feasibility
of fonning a regional supply and treatment program for 6 separate water districts and cities
in the Clackamas County region. This project extended over 16 months and evaluated the
technical and financial feasibility of linking these water systems. Parallel to this analysis, the
new statute regarding Water Authority fOffilation was interpreted and an institutional
structure negotiated with the individual members and the group as a whole. While the full
authority was not implemented, the framework for future regional actions has been
established. The merger of two key districts did result frolllthis project.
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Contract utility service negotiator between the Clackamas County Service District No. I and
the City of Milwaukie in defining ownership, roles, responsibilities and cost allocation for
sewer treatment services.
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Prepared analyses of utility operations, management, and financing in the fields of willer,
wastewater, solid waste, storm water and streets. Projects involved rate design, institutional
structuring, costs allocation; audits, cost of service,' public participation and ordinance
preparation. Projects were conducted in Washington, Oregon, California, Nevada, Arizona,
Illinois, Oklahoma, Kentucky and Ohio.
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Shaun Pigott has prepared SDC ordinances, resolutions and methodologies for a wide variety
of Utah, Washington and Oregon cities, districts and county governments. These impact fee
development projects have included meetings with the public and affected entities such as
the Homebuilders Association. Shaun Pigott has also emphasized the active involvement of
City Councils in development of these charges through workshops on the legal and financial
implications of impact fees. .
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Shaun Pigott assisted with the development of wastewater rates for Murray City, Ut. The
analysis addressed an historic underfunding of the' utility and incOJ:porated the revised capital
program into the rate analysis. Specific policies were also developed with staff and the City
Council, which placed the utility on a solid fiscal foundation for the coming years. .
Shaun Pigott assisted with the review Magna Water Company's rate and impact fee st~cture
to better align the District's cash flow from these two funding sources with revised capital
requirements. The analysis culminated in a series of service charge and impact fee revisions
which established a common basis for these funding sources. The District's Board
unanimously approved these changes which have been implemented by Magna Water
Company. .
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Shaun Pigott worked with the cities of Salt Lake, Orem, West Valley, Draper and Centerville
in designing and implementing new utilities for storm and surface water management. These.
analyses, conducted between 1990 and 200 I, produced new rate structures and impact fee
designs for these cities to establish the dedicated revenue stream for moving forward with
their operations, maintenance and capital program needs.
Shaun PigOll Associates, LLC
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ProfessIonal Resume for Steven J. Donovan
President, Donovan Enterprises, Inc.
ANTICIPATED PROJECT ROLE: Project Manager
YEARS OF EXPERIENCE: lO+Years with Firm and 28 Years in Field
PROFESSIONAL EXPERIENCE:
For the past twenty years, Mr. Donovan has been involved in the financial aspects of infrastructure
management. From 1988 to 1992" in his capacity as ECDnomist for the City of Portland's' Bureau of
Environmental Services, he had worked exclusively on rates and financial evaluations concerning nnmerous
public works projects and prognllns. He is currently working with several Northwest Counties and
Municipalities on rate setting projects concerning solid waste, water, stormwater, waste water, and
transportatiDn. Mr. Donovan was the 1996 Chair of the Beaverton, Oregon Planning Commission and is
active in Washington County, Oregon civic affairs. He is proficient in conununicating complex rate making
concepts and implications to citizen advisory committees and elected Dfficials. Donovan Enterprises is a
Portland, Oregon based management consulting finn specializing in the financial analysis of solid waste
collection and disposal, sewer systems, water systems, and surface water management programs. The firm
consists of seasoned professiDnals with extensive backgrounds in municipal government, public accounting,
and financial advising. The firm has specific qualifications in the following areas of infrastructure financial
management and public policy: ,
o Waste reduction incentive based ratemaking systems for solid waste collection and recycling, consumption
based mtes for wastewater, surface water management, and inverted block rate systems for water.
o Franchising contract negotiations
o Review and development of system development charges for water, wastewater, and surface water
management.
o Litigation and administrative law support relating to the financial implications of "change of law" contract
provisions for water purveyor contracts, wholesale wastewater treatment contracts, and solid waSte franchise
agreements.
o Acquisitions and mergers advising specifically related to collectinn companies and landfills
o Financial a'nalysis and development of creative funding mechanisms for closure and post closure truSlS
required under ResDurce Conservation and Recovery Act, and the Clean Water Act.
A listing of recent stormwater clients includes:
Role SlIIdies I Rate Modelinl!: Silverton, OR, Spokane County, W A; Snohomish County, W A; City of Mercer
Island, WA; Oak Lodge, OR Sanitary District; Fresno County, CA; Clark County, W A
Connection Cha/"l!es: Spokane CDunty, W A; Unified Sewerage Agency of Washington County, OR;
Clackamas County Department of Water Envirorunent Services, OR
Financial Planninl! / Fundiflll Oolions: Spokane County, .w A; City of Centerville, UT; City of Milwaukie,
OR; Mercer [sland, W A; City of Mount Vernon, W A; City of Oakland, CA; City of Orem, UT; City of
Sandy, UT; City ofWilsonville, OR
Cosl or Service/aD/ions Analvsis: Spokane County, W A; Snohomish County, W A; City of Mercer Island,
W A; Oak Lodge, OR Sanitary District; Fresno County, CA; Clark County, W A; King County Depl. of
Natural Resources, VIA; Snohomish County, W A
EDUCATION:
o MBA, University of Wisconsin
o Bachelor ofScierice, Electrical Engineering, University of Wisconsin
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Education
B.S., Environmenllll Studies,
1989, The Evcrgrcen Sta'e
Collcge
Plant Identification of GrAsses,
Sedges, and Rushes, 1994,
Willame'te University
Inrerngcnc)' \'qctland Delineation
Tllllning, 1994, Federnl
. Interngenq'
Hydri< Soils for Werland
Delineation, 1996, Oregon State
University
PubUcations
"Multi-Species Conse~tion
Agreement: Landmark Multi-
Species ESA Agreemen, for
Thrccmilc Canyon Farms, First-
in-Nation," Oregon Insider,
Issue #341, April I, 2004
'The Upper Klamath Basin
\Vatecshcd Assessment Project,
Seeking Common
Ground...Using Common
Sense," The \Vntcc Report,
Ocrobcr 2004
Presentations
Certified Toasunaster. 2009
"Upper Klamath Basin
Watershed Assessment: Sccking
Common Ground, Using
Common Sense."
co-presented with Dan Hcagerty
and Josh Corm, K1amarh
\Vatershcd Conference, Oregon
Institute ofTecbnology,
February 2004
"Summ"uf of the Nauon's First
Multi-Species Candidate
Conservarion Agreement,"
Secretary of the Interior, Gayle
Norron, April 24, 2004
"Biological Perspectives of thc
Boardman Arc. Multi-Species
Candidate Conservation
Agrccment," Oregon Association
of Environmcnral Professionals,
September 9, 2004
Years oCExpetience
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Jennifer 0, Miller
Ecologist I Projtrll'r[tlllagtr
Ms. Miller is a Project Manager and Ecologist with more than 20 years of professional
experiencc in ,he em'ironmental field. She has led Endangeted Species Act (ESA),
National Environmcntal Policy Act (NEPA), and Clean Watcr Act (CW A)
compliance efforts for a wide variety of restoration projects and clients throughout
the westetn United States. She has also managed and conducted natucal rcsource
assessments, wildlife and ,'egetation analyses, and endangered species surveys in a
variety of habitats. She has a comprehensive knowledge of the natural resources
regulatory framework. Ms. Miller managed the environmental compliance effoltS for'
the Williamson River Delta Restocation Project, a State Lands Board awatd winning
restoration project. She is currently the assistant Project Manager for the Tualatin
Basin Water Supply Project, one of the largest water supply projects in the northwest.
For this project she is managing all NEPA and pennitting activities, including ESA
and CW A compliance, water rights strategies and wetland permitting and rcstoration.
Her recent relevant experience includes the followjng:
Tualatin Basin Water Supply Project, for Clean Water Services and the
Tualatin Basin Watet Supply Project Partners, Washington County, Oregon
The TBWSP is intended to help meet thc growing watet demands of the greater
Washington County community, and is one of the largest water supply projects in the
Northwest. Project alternatives include the caising of Scoggins Dam to increase
reservoir capacilj', a raw water pipeline and pumpback system from the Tualatin
Rivet, and the potential for a pipeline at the existing trearment facility on ,he
WiIlamette River. DEA was retained by CWS and the Partners to manage the NEPA
and environmental compliance aspeclS of the first phase of the project. Ms. ""liller is
the DEA Project Manager and NEPA Task Lead, ovetseeing opecations planning,
title transfer, the dcvelopment of a Planning Rcpon/Environmentallmpact
Statement and all environmentll permitting and mitigation. As part of the
environmental pennitting for this project, Ms. Miller has helped to develop and
implement ao innovative Collaborative Environmental Process, focused on eady and
constant engagement with the regulatory agencies.'
Williamson River Delta Restoration Environmental Assessment, for The
Nature Conservancy, Klamath Basin, Oregon
The Williamson River Delta restoration projecr has been recognized as a regional
priority for conservation andrestorn.tion and was recendy awarded the Oregon State
Land Board's 2007 Wetland Award. This project was designed to restore the historic
functions of a freshwater delta, which is considered cntical habitat for two
endangered fish species endemic ro the Klamath Basin. In coordination wjth The
Nature Conservancy and various stare and fcderalagendes, Ms. Miller. prepared the
EIS and coordinated the NEPA compliance and permitting efforts for this project.
Ms. Miller incorporated the expertise of geomorphologisrs. advanced hydrologic
madden, river restoration experts, water quality specialists, toxicologists, fisheries
biologislS, and many others into the EA and coordinated with various agency
representatives to obtain the necessary pCrmits.
Seulement Agreement and ESA Candidate Conservation Agreement, for
Threemile Canyon Parms, Morrow County, Oregon
DEA provided !echnical, policy, and facilitation services for the landmark setdemen'
between TIlreemile Canyon Farms, located near Boardman in eastern Oregon, and
se,'eral conservation groups, This historic settlement agreemen' between Threemile
Canyon Farms and the conservation groups settled litigation that began in 1995 over
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water withdrawals from the Columbia River, water rights and species conservation.
As part of the settlemetlt, Ms,Miller led the effort to prepare the nation's first
multiple species Candidate Conservation Agreement with Assurances (MSCCAA)
under Section 10 of the ESA. The MSCCAA addressed WashinglOn ground squirrel,
loggerhead shrike, ferruginous hawk, and sage sparrow. Ms. Miller managed the
preparation of the Agrcement, negotiated the Covered Species and. Covered
Activities, and facilitated the communications and efforts of the divetse signatories to
the Agreemcnt, which included Threemile Canyon Farms, Portland General Electric,
U.S. Fish and Wildlife Service, the Oregon Department of Fish and Wildlife and The
Nature Conservancy. In addition, DEA led the ESA consultation proceedings for
Columbia River salmon and led the fish screen compliance process. Ms. Miller
prepared the Biological Assessment (8A) that addressed listed Columbia River
salmon ids.
Envitonmental Permilling for LaGrande/Union County Airport Runway Safety
Area Improvements, for Union County, Oregon
DEA staff worked with Union County and Federal Aviation Administration (FAA)
staff to conduct thc state and fcderal environmental permilling for the proposcd
improvements 10 the Union County-La Grande Airport. \Vlth FAA as rhe lead
federal agency, DEA facilitated compliance with NEPA, coordinated formal
consultation under the ESA, and obtained a Joinr Removal Fill-Section 404 pennit
under the Clean Water Act. Ms. Millcr was the Project Manager for the project
oversceing the NEPA, ESA, Section 106 (historical compliance) and Section 404
efforts, as well as coordin.~ting between Union County, FAA, the U.S. Fish and
Wildlife Scrvice, NOAA Fisheries, State Historic Presef\'ation Office, Oregon
Department of Fish and Wildlife, and DEA staff biologists. Ms. Miller also
coordinated with USDA Wildlife Services to evaluate the potential hazards from the
airport modifications in relation to the srate wildlife area located in the vicinity of the
project. Ms. Miller facililated discussions between FAA, the airport. ODF\V and
Wildlife Services to resolve the wildlife hazard issue.
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Upper Klamath Basin Watershed Assessment, Phase I, for the Klamath Basin
Ecosystem Foundation, Klamath Falls, Oregon
Ms, i\<Iiller managed this effort. to assist the Klamath Basin Ecosystem Foundation
with the first phase of the Uppec Klamath Basin \Vatershed Assessment (\VA). This
plOject consisted of two distinct msks. The first task was to evaluate the Upper
Klamath Basin and divide the 33 fifth-field hydlOlogie units of the basin into
Watetshed Assessment Units. This effort was completed by consolidating and
organizing existing watershed infonnation fonhe Upper Klamath Basin from a wide
divetsity of sources and identifying potential dam gnps and supplementation as
required. As parr of this task, Ms. Miller designed and facilitated the public outreach,
communication and coordination for the WA process.
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. The second task was to conduct the pilot WA on the Upper Williamson River
Subbasin. n,is W A was conducted according to the Oregon Watershed Assessment
Manual and covered approximarely 850,000 acres, the largest W A conducted in the
state of Oregon, The size of the assessmcnt was a challenge; however, the final
document WaS very well received by both the Oregon Watershed Enhancement Board
and thc lucal Klamath Basin community.
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Rachel A. Lanigan
EducatIon
BS Civil Engineerlllg.
Oregon Slate UniversifY.
1001
BA Engineering Physics.
Westmant College, 1000
LIcenses
Civil Engineer,
California
Professional
Affiliations
Engineers WI/houl
I Borden Por/land
. Professionals Chapter
American Wafer,Works
,bsoclollon - Pacific
Nor,hwe31
Ms. Lanigan joined Carollo in 2007 and
has four years of engineering
experience in public works and
infrnslructure development. Ms. Lanigan
obtained her undergrnduate degrees in Civil
Engineering al Oregon Slate University and
Engineering Physics from Westmont
College. Prior to joining Carollo, Ms.
Lanigan provided engineering services to
seveml cilies in the Roguc Valley,
including development coordination, design
ond construction of infrastructure
improvements, and capillll improvements
planning. Her recenl experience includes:
Water Planning and Design
o Staff engiueer for the City of Lacey,
Washington Comprehensive Water Syslem
Plan Update, 2009. The Plan includes an
analysis ofprojected system population and
demands, establisbing planning standards
and crileria, a supply analysis &
recommendations, system analysis using an
H20Net hydmulic model, an inlegmted
capital improvements program, and a
financial plan. Ms. Lanigan also assisted
wilh an in-depth evaluation of seyeml
sources of supply for the City, including
reclaimed waler, desalination, shallow and
deep wells, wholesale purchase, and
purchasing neighboring water systems.
o StalTengineer for the Cily ofTigaro,
Oregon Waler System Masler Plan, 2009.
The project includes crealing an H20NCl
hydmulic model based on newly created
GIS data, identifying 13 independent
pressure zones, model calibmlion,
modeling two fulure supply scenarios, and
performing a system analysis, capital
improvements plan, and financial plan. In
anticipation of changing the main source of
supply from PortlAnd to Lake Oswego, the
City's slorage and pumping requiremenls
may require significant adjustmenls. Future
demands incorpomte additional service
areas not currently served by the City.
o Staff engineer for Tualatin Basin Waler
Supply Project Partnership (TBWSP)
providing Inlerim Program Management
V:I;CI~l9\khbndIh:JpoAh\WatuMP0909'Rc:sumes\16LuipnRAloc
services. The Carollo team assisted the
partllering agencies in collabomtive
planning of several projects needed to
meet future demand. The projecls include
a dAm raise, pump back facility, and rnw
water pipeline.
Staff engineer for Ibe City of Ashland,
Oregon's Talenl-Ashland-Phoeni" (TAP)
waterline e"tcnsion planning effort.
Carollo staff prepared a hydraulic study to
assess the impacts of conneclion to a
second water supply for lhe City of
Ashland. In addilion to serving the cities
of Phoenix and Talent, the TAP walerline,
if e"lended, will also provide treated water
from the Rogue River 10 lhe residents of
Ashland. Ms. Lanigan assisted with
preparing lechnical memorandums
assessing potential pump station sites,
providing preliminary pipe design, and
estimating project cosls.
Staff engineer for the Medford,
Oregon WAsbwaler Lagoons Upgrade
Project. The Medford Waler Conunission
is adding four equalizalion lagoons to the
e.isting treatment planl for Iilter
washwatcr. Ms. Lanigan's involvement
includes yard piping desilW and layout,
site grading and dminage, discharge piping
and outfall into an environmenlally
sensitive ~rea.
Wastewater Planning and Design
Staff engineer and technical writing for
the City of Gresham, Oregon's
Wastewater Pump Station Master Plan.
Seven small pump stalions in the City of
Gresham were evaluated for overall
condition And hydraulic capacity. The
. wastewater pump station masler plan
includes a detailed eVAluation 0 f each
stationj alternatives analysis for upgrades,
replacement, or removal; and an
interactive Capital Improvements Plan for
City use in budgcting.
Staff engineer for developing design
and construction guidelines for King
Counly reclaimed waler systems, As King
Counly prepares 10 allow new purveyors
and end uselS to connect to reclainled
aCa,'f,'f)itttfJ
~..MbdfrIg...,.,.MIt~...
Rachel A. Lanigan
i'
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Page 2
water transmission lines, the County requested
assistance in developing user-friendly guidelines for
meeting reclaimed water permit requirements. Ms.
Lanigan worked closely with County staff to create
a design manual and develop lhe process by which
applications are made and approved.
. Staff engineer for the North Albany Lin Slation
and Force Main project for Ihe City of Albany,
Oregon. In order to prevent sanitary sewer overflow
to the Willamette River, Carollo staff assessed
multiple options of diverting now, resulting in .
major upgrades to an exisling lin stalion and
installation ofan8,Ooo-foot new force main. Ms.
Lanigan i. responsible for lbe design oflhe 18-inch
force moin, including material selection, design or
two horizontal direclional drills and lbree railroad
cro.sings, and providing air release wilh odor
conlrol, surge protection, and pipe draining and
cleaning capabililies. Ms. Lanigan is also
responsible for cost estimating for the force main
component of this project.
Provided technical reviews and ex.ecutive
summary for an extensive Masler Plan for the City
of Bend Wastewater Reclamation Facility.
Previous Experience
. Staff engineer for Public Works Management,
Inc. located in Talent, Oregon. As staff engineer,
Ms. Lanigan assisted with lhe city engineering for
the Cities of Talent, Phoenix, and Central Point
including Ihe coordination of funding, design,
contract documents, contractor selection, and
construction engineering for city projects; plan
review and construction inspection for local
developments; and design of small scale municipal
projecls. She w~s involved with the development of
a Stonnwaler Protection Ordinance for the City of
Talent; a Fivl>- Year Capitallmprovcmenls Plan and
oversaw citywide street & utility GIS surveys for
the cilies ofTalenl and Phoenix. Her involvement
also included the regional coordination ofNPDES
Phase II MS4 Requirements, the joint-development
of a Slormwaler Quality Design Manual for Rogue
Valley MS4 Communities and she represented the
cilies of Talent and Central Point at regional
Stonnwaler Advisory Team (SW AT) meetings.
. S.taff engineer for KenCaim Sager L;mdscape
Architects, Inc, in Ashland, Oregon. Her
involvement included preparation of construction
V:'.aieat~l\lfIOII3Ii\W*tMI'0909\anana\J6LaU~
drawings for jurisdictional review and construction;
detailed "hardscape" components including
walkways, retaining walls, water fountains, etc.; site
grading analyses including grading, cut-fill
calculations, & erosion and sediment cODlrol plans;
and wetland grading and planting plans.
. Slaff engineer for Otak, IDe:, in Corvallis,
Oregon. While with Olak, Ms. Lanigan was
responsible for the design of street profiles, grading,
water, sewer, and stonn utllities for developments in
the Corvallis area. Her experience includes
performing hydrologic calculations for stormwater
design and preparing planning documents and.
construction drawing selS for jurisdictional approval
and constructlon.
Engineering assistant - Indian Health Services
Internship, Bremerton, Washington. During her
internship, Ms, Lanigan assisted three Professional
Engineers with the IHS Sanitation Facilities
Construction Program; performed the hydraulic
modeling ofa small community using EPANET 3.0;
provided Ihe layout and design of a small sewage
un station using AutoCAD 2000; and completed
research and analysis of appropriate waslewater
treatment methods for a coaslal community.
€.t:a,rtoft!'f:J
~._~MtndIn...MWw"
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CITYOF
ASHLAND
PROJECT ACCOUNTING WORKSHEET
PROJECT NUMBER (YEAR XX)
PROJECT TITLE
PROJECT DESCRIPTION
Department
Project Manager
Department Head
BUDGET INFORMATION
Identify fiscal year I potential splits
Identify Funding Codes
and Funding Code names
DESIGN .100
Engineer Name
PO
COST
Change Orders 1
2
3
4
CONSTRUCTION .120
contractor name
PO
budget estimate
bid I contract total
changes
total
CONSTRUCTION .120
contractor name
PO
budget estimate
bid I contract total
changes
total
PERMIT COSTS (Building Dept) .170
budget estimate
final costs
12008-54
IcomprehenSive Water Master Plan
r---.~-
Public Works/Engineering
Pieter Smeenk
Mike Fauqht
hl0
IFYll
Carollo Engineers
$
366,996.00
Miscellaneous Costs:
Daily Tidings Advertising
Daily Journal of Commerce
~.l'
G:P~wr1IsIerVdelt.admili'englneer/projecW-54 Pl'Oj ACCI Worilsheet.xls
1113/12/20101 Pieter Smeenk - 10-1008 Ashland, OR Target Ship Date
Page 1
.
From:
To:
CC:
Date:
Subject:
.Steve Mick" <smick@myersequipment.com>
"Chapman, Tom" <tchapman@brwncald.com>
"Mike Reilly" <mreilly@whreilly.com>, <d.carroll@triadpdx.com>, <n.doyl...
3/12/2010 2:42 PM .
10-1008 Ashland, OR Target Ship Date
All,
After further conversations this aftemoon, JMS is committed to shipping
the vertical flocculator equipment for the Ashland WTP no later than
4/16/10.
Our plan is for the shipment to be a contract haul. flat bed, leaving
here on 4/16/10 (Friday) and arriving in Ashland on 4/22/10 (Thursday).
We will continue to communicate frequently as we move through this
process.
Best regards,
Steve
~).
"A'
Page1/1
CITY OF
ASHLAND
20 E MAIN ST.
ASHLAND, bR 97520
(541) 488-5300
,.
B',Ni!lr;,SER
09501
VENDOR: 000162
CAROLLO ENGINEERS, PC
3033 N. 44TH STREET STE. 101
PHOENIX, AZ. 85018
SHIP TO: Ashland public Works
(541)488-5587
51 WINBURN WAY
ASHLAND, OR 97520
FOB Point:
Tenn,: Net 30 days
Req. Del. Date:
Speclalln,t:
Req. No.:
Dept.:
Contact: Mike Faught
Conflnnlng? No
Water Conservation and Reuse Study
and Comprehensive Master Plan of the
Water Supply System
366,996.00
Approved by City Council - 12/15/2009
Contract for Personal Services
Date a9reement prepared: 12/08/2009
Beginning date: 01/01/2010
Completion date: 12/31/2012
Insurance required/On file
BILL TO: Account Payable
20 EAST MAIN ST
541-552-2028
ASHLAND, OR 97520
..ll. oJ. !:CiJ
E 670.08.15.00.70420 E 200854.100
E 670.08.37.00.70420 E 200854.100
SUBTOTAL
TAX
FREIGHT
TOTAL
...<M.. ~- ~ ___ 'tI~/o
Autho:ad Signature
VENDOR COpy
I FORM #10 I
__J(Q~
CITY OF
ASHLAND
Intermediate Procurement
GOODS & SERVICES
$5.000 to $75.000
D 3 Written Quotes
PERSONAL SERVICES
$5.000 to $75.000
D (3) Written Proposals
Description of GOODS & SERVICES or PERSONAL SERVICES
Contractor/consultan)/ //;J ~. )
. ~ ~ tf1.--tA..-t!J ?L Pt- r Ae'...e.r-;S.--/
~r attached contract --. &
PUBLIC CONTRACTING R QUIREMENTS - Solicitation Process
D ExemDt from ComDetitive Blddina D Invitation to Bid (Copies on file) D Ememeney
Reason for exemption: D Written findings attached
D Quote or Proposal attached
CooDeratlve Procurement
D State of Oregon
Contract #
D State of Washington
Contract #
D Other govemment agency contract
Agency
Contract #
D Interegency Contract
Agency
Contract #
Total Amount
r-~--~-'- ~~
,6 . (Ji.,'@1
Lj~~~~~_'_J
D Small Procurement & Pelllonal Services
less than $5.000
Note: Total contract amount, including any
amendments may!lQl exceed $6,000
Reauest for ProDosal (Copies on file)
Please check one:
D geods & Services
[]/Personai Services
D Sole Source
D Wrillen findings attached
D Quote or Proposal attached
D
D
D
SD..lal Procurement
Written findings attached
Quote or Proposal attached
Have all public contracting requirements been sat~sfied?
YES
/'
NO
If 'NO', Council approval is required. Council approval received on
\
Have funds been budgeted for the purpose of this contract? YES
/
(Date)
NO
If 'NO', Council approval is required. Council approval received on
~
Please provide: Account Number _ _ ':?-C:".:'- ~_ - _ _ _ _ _ _
Is the amount of the contract less than $25,OOO? YES
(Date)
NO .........-
(/ /(J-?fj -.cqDate)
If 'NO', Legal review is required. Contract was "Approved as to form" by the Legal Department on
Is the amount of the contract less than $75,000 for Goods & Services
or $50,000 for Personal Services?
YES
.~
If 'NO', Council approval is required. Council approval received on
Is the contract for a period e=~r less?
If 'NO', Council approval is required. Council approval received on
Please provide terms: Start date: C/" /"" ~ ;{kc /0
.
NO
/' .;2-?5 ~ ~/ (Date)
YES ~. NO
:s2.."f/ ~'3
(Date)
Completion date: /02-/8-//.>2-C' t' ~
.
Can the contract be terminated for convenience thirty (30) or fewer days
following delivery of written notice to the contractor? YES
~.
NO
Prepared by:
If 'NO', Council approval is required. Council approval received on
~~~
cr~.4~-~'~1
'2J~-/?-16
(Date)
Department:
Please circle:
~ved)
~d
Lee Tuneberg
~..3~t7
.
Not Approved
~-
Date:
Date:
Fonn #10 -Contract Approval Request Fonn, Page 1 of 1, 4/13/2010
,
A request for a Purchase Order
REQUISITION FORM
CITY OF
ASHLAND
Date of Request:
THIS REQUEST IS A:
o Change Order( existing PO #
Required Date of Delivery/Service:
l'-nAo,!'P t:"Sf\~~~
Vendor Name
Address
City, State, Zip
Telephone Number
Fax Number
Contact Name
~k~
SOLICITATION PROCESS
Small Procurement
o Less than $5,000
o Quotes (Optional)
Intennedlate Procurement
o (3) Written Quotes
(Copies attached)
o Sole Source
o Written findings attached
o Quote or Pro attached
Cooooratlve Procurement
o State of OR/WA contract
o Other government agency contract
o Copy 01 contract attached
o Contract #
o Invttatlon to Bid
(Copies on file)
Reauest for ProDosal
(Copies on file)
Soeciall ExemDl
Written findings attached
Quote or Pro al attached
Emeraencv
Written findings attached
Quote or Pro aI attached
Description of SERVICES
Per attached PROPOSAL
"-
~
Item # Quantity
Unit
~
./
Description of MATERIALS
Unit Price
. Total Cost
~l
It>?D.o8,..oo.7()</::J.f.>O
~7t.>.f)~".tJt). '7PY6lPD
Account Number -- _ II? .
'Items and services must be charged to the appropriate account numbels for the financials to reffect the actual expenditures accurately.
Project Number _ ill!. _ .?1
4/'78.133.//D
Ib?,[j63.D{)
o Per attached QUOTE
and the documentation c
Supervisor/Depl Head Signature: ~ c...Q. Q.t... -:::>.
Employee Signature:
G: Finance\Procedure\AP\Forms\8_Requisition form revised.doc
Updated on: 313112010