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HomeMy WebLinkAboutAmendment No. 1 Hazen & Sawyer ;Poob - ~01tt3 Ii 7 0- i;(/o~ AMENDMENT NO.1 TO THE PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH, FLORIDA AND HAZEN AND SAWYER, P.C. DATED JANUARY 31, 2001 FOR PROGRAM MANAGEMENT SERVICES TO MANAGE CONSTRUCTION PROJECTS WITHIN THE CITY'S PUBLIC RIGHT-OF-WAY PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO.1 02-99/00 (THE AGREEMENT) This Amendment No.1 to the Agreement made and entered this A~ay of Oc r 0 1!J6fl- , 2006, by and between the CITY OF MIAMI BEACH, a Municipal Corporation existing under the laws of the State of Florida, having its principal offices at 1700 Convention Center Drive, Miami Beach, Florida 33139 (hereinafter referred to as CITY), and HAZEN AND SAWYER, P.C., a New York corporation having offices at 4000 Hollywood Blvd., Suite 750N, Hollywood, Florida 33021 (hereinafter referred to as CONSULTANT). RECITALS WHEREAS, pursuant to Request for Qualifications (RFQ) No. 102-99/00, the Mayor and City Commission adopted Resolution No. 2001-24247, on January 31, 2001, approving and authorizing the Mayor and City Clerk to execute the Agreement with CONSULTANT , for Professional Services to Manage Construction within the City's Public Right-of-Way (the Program); and WHEREAS, the Agreement provided for the CONSULTANT to manage the activities of other CITY consultants with the planning, design, bid, award and construction of approximately $140 million streetscape 1 landscape 1 utility improvements projects within the City's thirteen neighborhoods; and WHEREAS, the Agreement was executed for a not-to-exceed amount of $13,138,884 and for a duration of 5.75 years (through Fiscal Year 2006); and WHEREAS, through extensive planning and design efforts completed to date, the Program has increased in total value from approximately $140 million to $320 million; and WHEREAS, the current $320 million Program value represents a one hundred and thirty percent (130%) increase to that represented in the Agreement, and results in the extension of the Program implementation schedule from Fiscal Year 2006, through Fiscal Year 2012; and WHEREAS, this Amendment No.1 provides for extension ofthe CONSULTANT's services to continue to provide necessary Program services as detailed in the original Agreement scope of services and as amended herein (Schedule A-1), WHEREAS, this Amendment No.1, in the amount of $16,683, 153, which includes a credit to the City of $2,709,000 in unexpended funds from the original Agreement, primarily due to the Page 10'11 F:\CAPII$aIIlChartrand\H&SAmendmentNo 1 Final. doc transfer of resident project representative duties from the Agreement to the City's individual Architectural/Engineering (AlE) consultants on the Program; and WHEREAS, the CITY's Capital Improvement Projects (CIP) Office, would recommend that the Mayor and City Commission approve and authorize the Mayor and City Clerk to execute the following Amendment No.1. NOW. THEREFORE. the parties hereto, and in consideration of the mutual promises, covenants, agreements, terms, and conditions herein contained, and other good and valuable consideration, the respect and adequacy are hereby acknowledged, do agree as follows: 1. ABOVE RECITALS The above recitals are true and correct and are incorporated as a part of this Amendment No.1. 2. MODIFICATIONS Exhibit B to the Agreement, entitled "Scope of Services, Program Management Services to Manage Construction Projects within the Public Right of Way", is amended, as provided in Schedule "A-1", attached hereto and incorporated herein. 3. OTHER PROVISIONS. All other provisions of the Agreement, as amended, are unchanged. 4. RATIFICATION. The CITY and CONSULTANT ratify the terms of the Agreement, as amended by this Amendment No. 1 and Schedule A-1. IN WITNESS WHEREOF, the parties hereto have caused thi 1\ end ent 0.1 to be executed in their names by their duly authorized officials as of the dat fi t se 0 above. :1d1~ f~ By City Clerk ATTEST: Robert Parcher CONSULTANT: HAZEN AND SAWYER, P.C. Mayor David Dermer By r) \~.a cf:)Q,- Page 2 of 11 F:\CAPII$a,^Chartrand\H&SAmendmentN01 Final. doc Patrick A. Davis, Senior Vice President APPROVED AS TO FORM & LANGUAGE & FOR EXECUTION ~_~~!l SCHEDULE "A-1" AMENDMENTS TO ORIGINAL AGREEMENT AND SCOPE OF SERVICES (EXHIBIT B THERETO) BETWEEN THE CITY OF MIAMI BEACH, FLORIDA, AND HAZEN AND SAWYER, P. C., FOR PROGRAM MANAGEMENT SERVICES TO MANAGE CONSTRUCTION PROJECTS WITHIN THE PUBUC RIGHT-OF-WAY PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. 102-99/00 The Agreement is amended as follows: 1. Replace Artide 6.4.1 of the Agreement with the following: "6.4.1 The term Hourly Billing Rate Method with respect to Consultant and its Key Personnel and certain identified subconsultants, shall mean the hourly billing rates as shown in Exhibit C-1, attached and incorporated hereto, and which indudes the actual direct labor cost rate and overhead rate plus a margin on the direct labor costs. Commencing on October 1 , 2006, the Hourly Billing Rate Schedule shown in Exhibit~,&;1 may be adjusted annually based upon the Miami - Fort Lauderdale Consumer Price Index issued by the U.S. Department of Labor, Bureau of Labor Statistics. Such adjustment shall be calculated by multiplying the ratio of the April index divided by the previous year's index by the Hourly Billing Rates to define the new Hourly Billing Rates; however, that the annual increase for any such year shall not exceed and shall be capped at a maximum of 4% 3% during any given year throughout the duration of this Agreement. 2. Exhibit B entitled, "Scope of Services, Program Management Services to Manage Construction Projects within the Public Right of Way", is amended as follows: a. Revise Task 1.5 - Document Control Svstem after the first paragraph to include the following: · UDon CITY request. the CONSULTANT shall utilize E-Builder software for document control purposes durina the construction phase of projects. Thjs will replace the use of Primavera Expedition software on these projects. The CITY will also require that Deslan Professionals and construction Contractors obtain applicable licenses and trainlna to participate in the E-Builder ProQram as required. The CONSULTANT shall assist the CITY assianed E-Builder Administrator with coordination of aeneral set-up procedures on Individual projects. on an as needed basis. In this effort. the CITY retains responsibility for coordinatlna Desion Professionals and construction Contractor participation on the Proaram. Page 3 0(11 F:\CAPA$a/AChartrand\H&SAmendmentN01 Final.doc b. Revise the first paragraph of Task 3.5 - Desicn Reviews as follows: The CITY prides itself on maintaining open lines of communication with its citizens. Hence, it is anticipated that up to three (3) two (2) public meetings will be held for each Project during the design phase to ensure that community input is received and that citizens are kept informed on the content and status of the various Projects. The first meetinG shall be the Community Deslan Review Meetlna (CDRM) to be held on or about the 60% desian comoletion staae ooint. The second meetinG shall be the Construction Klck.otf Meetlna. and will be held after the Prolect construction contract has been awarded. CONSULTANT shall attend these meetings with the respective AlE consultant and appropriate CITY representatives, as required. c. Revise the first paragraph of Task 3.6 - Permittina Assistance as follows: It is assumed that the respective Design Professionals-will be responsible for preparing and submitting permit applications for their Projects, attending all resulting meetings, and for responding to all requests for information (RFI's) from jurisdictional agencies. CONSULTANT does not anticipate attendance at these meetings. H()lJ.'ever, the CONSUL T.^.NT shall be the rl3spensible party for for:mally transmitting and F8Gei'.~ing permits to 3Rc:t fl:em tI:1e respestive Agenoies. However. the Desian Professionals shall be the resoonsible oarties for formallv transmittina and receivinG Dermits to and from the resDective Aaencles. CONSULTANT shall track and monitor progress on the preparation and review of permits and subsequent requests for information. In addition, the CONSULTANT shall develop and maintain a database that identifies all permits that may be needed for all Projects. This database shall identify the specific permit(s) required for each Project, the timing for when the permit is needed, the individual responsible for preparing the permit, and the current status of the permit and any related RFI's and responses. d. Replace Task 4.11 - Proaress Pavment Reauests with the following: CONSUL T ANT shall receive, loa, distribute and review monthly invoices submitted by the Contractors to ascertain accuracy and prepare payment requests in acCO(dance with CITY procedures. Based upon the Project records, discussions with the CONSULTANT's Realonal Construction Monitor(s) and discussions with the Desian Professional's furnished Resident Proiect ReDresentatlves, as well as CONSULTANTs observations at the site and evaluations of the data reflected in Contractor's application for payment, CONSUL T ANT shall render a recommendation to CITY concerning the amount owed to the Page4of11 F:\CAPI\$aIIlChartrand\H&SAmendmentNo 1 Final. doc Contractors and shall forward the Contractor's application for such amount to CITY. Such approval of the application for payment shall constitute a representation by CONSULTANT and the Deslan Professionals to CITY, based on observations and evaluations, that: (a) The work has progressed to the point indicated; (b) The work is in substantial accordance with the Contract Documents; and (c) The Contractor is entitled to payment in the recommended amount CONSULTANT shall assist CITY staff with tracking and expediting of progress payments through the CITY Accounting Department. Deliverables - Receive, loa. distribute and review Contractor monthly Requests for Payment. Schedule Verify, with Deslon Professional's Resident Proiect ReDresentative lRPR) assistance, that all required supporting documentation, such as record drawing maintenance, monthly progress schedule update, release of liens and certifications are submitted with Contractor's Request for Payment. Ongoing throughout Program. e. Replace TASK 5 - FIELD OBSERVATION PROGRAM MANAGEMENT SERVICES with the following: CONSULTANT shall provide three full-time Reaional Construction Monitors lRCMs) observers to provide adequate review of qucmtity and quality of Desian Professional's furnished Resident Proiect ReDresentatlves lRPRs) and construction Contractor activities to monitor reasonable comDllance observation personnel to reasonably with the verify that critical elements of the construction projects and are being compliea with ana that the general intent of the contract documents is being met. As noted above. It Is understood that Desion Professionals will furnish full-time RPR's to monitor comDliance of construction Contractors with the intent of their resDectiv8 contract documents. The purpose of CONSULTANT's RCM's Constn:ICtion Observation services is to provide for the CITY a greater degree of confidence that the completed work ef will Page 5 of 11 F:\CAP"$aIIlChartrand\H&SAmendmentN01 Final. doc conform in general to the construction contract documents and that the integrity of the design concept of the various projects as indicated in the contract documents has been implemented and preserved by the construction contractors. CONSULTANT shall not supervise, direct or have control over any RPR and/or construction Contractor's work, nor shall CONSULTANT have authority over or responsibility for the means, methods, techniques, sequences or procedures of construction selected by the construction Contractors, for safety precautions and programs incident to the work of any cons~ction contractor or forany failure of a construction Contractor to comply with laws, rules, regulations, ordinances, codes or orders applicable to the Contractor's fumishing and performing the work. Accordingly, CONSULTANT neither guarantees the performance of any RPR and/or Contractor, nor assumes responsibility for any RPR and/or Contractor's failure to fumish and perform its work in accordance with the contract documents. CONSULTANT's level of effort is based upon 73,172 31.200 man-hours of field representation and Includes the provision of three RCM's - each assigned to monitor Right of Way (ROWl Improvement prolects under construction In one of three specific City of Miami Beach regions (North Beach. Mid-Beach. South Beach). as noted on the attached manDOwer Schedule 8-1. Should this level of effort be exceeded or decreased. an eaultable adlustment will be made accordinalY. based on the hourly rates set forth in the Schedule B-1. The CONSULTANT's RCM's field staff shall visit sites on a periodic basis to observe and monitor RPR and construction Contractor activities. and facilitate. as practicable. communications between all team members to resolve Issues that may arise in as expeditious a manner as possible. be on site at all times 'A'hen the C0l1tF3ctor is on tf:!e job, as praatiGable. In all effort to miRimize the CITY's sests '.vith respect to on site field representation, the CONSUL T:\NT has anticipated that cerklin projosts similar in nature and in adjacent geographical areas '^~i11 be reprosol1tee by one resideRt fiela rof')r-esenbtive as identified in Exhibit .'\ . CONSULTANT's level of effort is based upon the assumption that the contract documents will limit tAe Contractor's work schedule to one work crow Based upon an eight hour shift Monday through Friday. If Contractor's work schedule reauires CONSULTANT to visit the site outside of this assumed work schedule. CONSULTANT will be entitled to an eauitable adjustment accordinglY. based on Page60f11 F:\CAP"$a/AChartrand\H&SAmendmentNo1 Final. doc the hourly rates set forth in the Schedule C-1. f. Replace Task 5.1 - Field Observation Services with the following: CONSULTANT shall provide three (3) RCM's as noted above. These RCM's. fiela staff to, in concert with the detailed full-time observation efforts from the Desian Professional's -Drovlded RPRs shall. as Dracticable when Dresent at the sDeciflc Prolect site. e9serve the coAstruGtion of the '...'SF!<, ana perform the fellG'."JiA8 tasks:; monitor and observe the RPRs in carrylna out their SCODS of services. includina those tasks set forth and defined in Schedule A-1. SCODS of Desian Professionals Services. to the Aareement between Deslan Professionals and CITY. In Derformina these field observation services. CONSULTANT understands that the DesiGn Professional's Drovlded RPRs will retain day to day resDonsibilitv for the construction Drolect. (a) ConalJct eA site ebser'\'atiens af lI=Ie ':JOr:k iR pmgFess to menitor geAeral pmgr:esE ana assist in aetermining if the provisions of the ContmGt D90uments aAa peFmit GeAaitiens aJ:e being fulfilled and to Fe3sonably pr:eted the CITY agaiFlst defects and deficieAcies in the '/Iork of the COAtFaeter. CONSULTANT shall r:eport t9 tt::le CITY in writing, '....heA9':er it is believed that woF!< is lJnsatiEfactory, faulty or aofeGtiv9 aAd/Qr does not conform to the contmot doooments, 8ees not meet the r-equiFOmeAts sf iAspeGtions, tests, or has been damaged prior to fiAal payment. (b ) CONSULTANT shall oondl;lot on site observations sf the wor:k in pr-ogr-ess to determine if the contmot documents and per:mit roql;JiFOments are being complied with and to reasonably preted the CITY against Contmstor 'NOF!< defects and deficiencies. CONSULTANT shall advise the CITY, in writing, "'.'henever 't.'eFk is determiAeel to not conform to tJ:1e oontr-act doouments. CONSULTANT's observer shall attend allsohedl;Jled meeting '.vith the Contractor. (c) Maintain a daily log of general observations and findings, as applicable. work performed. The daily notes shall will, 3S practicable, include reoor-els of 'NheA the Contractor is on the job site, 'Jo'Oather conditions, change or-sert, er changes conditions, list of job site visitoFS, daily drilling and testing activities, oBservations in general, and specific observations in more detail as in the case of observing test prosedures, as pf3cticable. ReooFS, in writing, the outcome af these iAspeotions. CONSUL T f,NT shall identify any utilities damaged ons verify thot the Contractor(s) has notifies the respoctive utility owner. Page 7 of 11 F:\CAPl\$all\Charlrand\H&SAmendmentNo1 Final. doc (d) Monitor RPR verification Verify that tests, eql:Jipment and sydems start l:Jp are OOAal:Jetea in the proseAse 9f appropriate peFEonnel, ana that the Contractor maintains adeql:J3te reGerds thereof; sAd observe, rBoom, anliJ roport appropriate details rolati'Je to the test proseal:JFes anliJ start l:Jp, as practicablev (e) Provide a general photographic record of the construction, beginning with pre- construction documentation and completing with post-construction photographs. Photographs shall be digital snapshot type taken to define the progress of the project and shall be labeled as to date, location, view and signed by the CONSULTANT. This photographic record shall be separate and distinct from that maintained bv the DesiGn Professionals. (f) Review materials and workmanship of the projects with the Design Professionals and report to CITY any deviations from the Contract Documents that may come to the CONSULTANT's attention. Determine the acceptability of the work and materials and make recommendation to CITY to reject items not meeting the requirements of the contract documents. (g) Monitor RPR verification efforts with reaard to checkinG Contr:asteFS' material certifications and samples, veFifying that deli'/er-ea materials matGh appFGlwf9E1 shop dm'Mn€Js. (h) Perform general Field oBsefVation of critical points iA the GGAstn:lGtion proGeSS. (i) Monitor RPR EliFection and supervision of the sampling aAEI testing of materials to be performed by independent testing laboratories l:InEler subsentract to the CITY. This task includes the receipt, FO'/ie'lJ and preGGssing of in':eices fr.om the independent testing laboratories for payment by the CITY. m CONSl)L T.^.NT shall work with the RPR to verify all pay reql;lisition quantities in the field by measurement. CONSlJl TANT sRall Ele'.'Olap a Fiela Measuroment Form and utilize suoh ferm a8 '/erifisation of pay mql:lisition items. (k) Monitor RPR verification of that recor-a Elra'Ning mark ups are propeFly maintained by the Contr-actor. It is assumed that CITY will pay for all material testing services (Le. densities, compaction testing, etc) directly. Deliverables Provide three l3l full time RCM's, to work in concert with RPR's resident Page 80f11 F:ICAPI\$aI/IChartrand\H&SAmendmentNo 1 Final.doc projest representation on projects, 3S deemed nOOO€€3ry. Prepare Construction Observation Forms and distribute to Program staff after each periodic site visit Schedule Ongoing throughout Program g. Replace Task 5.2 - Prolect Closeout with the following: Upon receiving notice from the Design Professionals Contractor advising the CONSULTANT that the project is substantially complete, CONSULTANT, in conjunction with appropriate CITY and AlE consultant staff, shall schedule and conduct an overview of the project. The overview shall include CONSULTANT'S so-veleJilment review of the AlE consultant-generated "punch Iisf of items needing completion or correction prior to consideration of final acceptance. +Re list shall be forwan:leEt to the CentraQtQr. For the purposes of this provision, substantial completion shall be deemed to be the stage in construction of the project where the project can be utilized for the purposes for which it was intended, and where minor items not be fully completed, but all items that affect the operational integrity and function of the project are capable of continuous use. Upon notification from the Desian Professionals that all remaining "punch Iisf' items have been resolved, the CONSULTANT, in conjunction with appropriate CITY and AlE consultant staff, shall perform a final review of the finished project. Based on successful completion of all outstanding work items by the Contractor, CONSULTANT shall assist CITY and Desian Professionals with iA closing out the construction contract. This shall include, but not limited to, providing recommendations concerning acceptance of the project and preparing 1 collecting necessary documentation, including but not limited to, lien waivers, Contractor's final affidavit, close-out change orders, and processing of the final payment application. Deliverables Receive Contractor substantial completion notification from Design Professionals Coordinate and attend field meetings to review substantial completion. Prepare Verify and review that punch lists are completed. Verify that DesiQn Professionals certify project completion to appropriate agencies. Schedule -Ongoing throughout Program. Page 9 0' 11 F:\CAPII$aII\ChartrandIH&SAmendmentNo 1 Final.doc Revise Task 6.5 - Office Soace as follows: CONSULTANT'! current shall enter into a six year lease at the Giller Building, 975 Arthur Godfrey Road, for approximately 2,000 square feet of office space to house pr-oposeEt program specific staff, will terminate on SeDtember 30.2006. Based on estimated stafflna levels for Fiscal Years 2007 throuQh 2012. CONSULTANT assumes that aDDroximatelv 2.500 SQuare feet of SDace will be reQuired. as noted on the Fee Schedule C-1. The proposed office lease rate includes janitorial services, utilities (waterlsewer, electric), real estate taxes, security and internet access. Electrical costs included in the base office lease rate are based upon air climate control being provided Monday through Friday, 8 am to 6 pm and Saturday from 8 am to 1 pm. Should additional air climate control services be required after normal building hours, costs shall be borne by the CITY. Costs to renovate the space, purchase of furniture and the costs to maintain up to six telephone lines shall be bome by the CONSULTANT. One esFkinQ sease is 9FO'AEleEt '/lith the effiS& sesse. CONSULTANT anticipates that the CITY shall provide unlimited City parking privileges for the program staff (up to 17 staff members) at no charge to the CONSULTANT. . Page 100'11 F:\CAP"$aIIlChartrand\H&SAmendmentN01 Final. doc PROGRAM TIMELlNE CONSULTANT shall provide services per the original Agreement and as modified herein for the period commencing on October 1, 2006 and terminating on September 30. 2012. PAYMENT AND COMPENSATION The method for calculating the fees for the aforementioned proposed engineering services is established in the attached as noted below: . Schedule B-1 Manpower Summary . Schedule C-1 Estimated Fee . Schedule D-1 PM Field Staffing · Schedule E-1 Summary of Unexpended RPR from Original Agreement - Credit . Schedule F-1 Summary of Contract Extension Fee Calculation The total fee proposed for this Scope of Work shall be a not-to-exceed basis in the amount of $16.683.153. Page 11 0'11 F:\CAP/\$aIIlChartrandlJi&SAmendmentN01 Final. doc Citv of Miami Beach PrOllt'aIn Manaflement Scope of Services - Pafle B- 1 EXHIBIT B SCOPE OF SERVICES PROGRAM MANAGEMENT SERVICES TO MANAGE CONSTRUCTION PROJECTS WITHIN THE PUBLIC RIGHT OF WAY The City of Miami Beach (CITY) has developed various programs to improve the quality of life of its residents. On November 2, 1999, voters approved the issuance of approximately $92 million in General Obligation (GO) Bonds for Neighborhood, Parks, Beach and Fire Safety Improvements, of which $57 million is allocated for capital right- of-way infrastructure projects In addition to this allocation, CITY Administration proposes that a portion of the recent Water and Wastewater Bond and Stormwater Bond issues also are allocated for capital right-of-way infrastructure projects. These estimated $187 million of public right of way infrastructure improvement projects are to be implemented over the next six (6) years (Program). Program elements include citywide water, wastewater and stormwater improvements; as well a variety of streetscape . enhancement projects. A listing of anticipated Projects to be performed under the scope of this Program Management Agreement is included as Exhibit A. As the various right of way infrastructure Projects progress from planning to design, construction and operation, the requirement for oversight of design and construction activities becomes essential to Program success. This need becomes more prevalent when considering the magnitude of the number of Projects being undertaken, the likelihood that individual Project phases will overlap with other improvements. and the potential impacts to the day-to-day operations of the CITY. The Program management team shall provide the necessary administration of planning, design and construction tasks as the Projects proceed concurrently over the course of the next six years. Program management shall further accomplish the CITY's goals by reviewing project implementation priorities and limiting the duplication of efforts through the grouping of Projects into specific packages. In addition, standards shall be established to ensure that all contract documents are uniform, linked, and integrated accordingly with other ongoing and/or future elements of the Program. All of these efforts shall be undertaken with the primary purpose of protecting the interests of the CITY. 3126C Hazen and Sa>>-yer 01/31/01 Ci/v of Miami Beach Profl1'am Manaflement ScoDe of Services - Pafle B- 2 To this end, it is Hazen and Sawyer's, P.C. (CONSULTANT) intent to establish an office located nearby the CITY's Public Works Department. This office shall house the baseline Program management staff including the Program Manager, Deputy Program Manager, Engineering 1 Planning Manager, Construction Manager and other key staff. In addition, the office shall serve as the base of operations for the construction observation staff. Files shall be kept for all Program correspondence, meetings and shop drawings. The files shall also include reproductions of original Contract Documents including addenda, change orders, field orders, field memos, additional drawings issued SUbsequent to the execution of the construction contracts, clarifications and interpretations of the contract documents, progress reports, and other Project related documents. It is intended that all files shall be turned over to CITY at the completion of the Program. Program management services shall be provided for a variety of administrative duties including, general program management, planning phase program management, design phase program management, construction phase program management, construction observation and miscellaneous (upon request) support services. Each of these types of services shall be provided by the CONSULTANT working in concert with CITY, the CITY's design consultant (AlE), and construction contractor (Contractor) staffs. The following discussion details specific work efforts associated with the performance of each of these services: TASK 1 - GENERAL PROGRAM MANAGEMENT SERVICES CONSULTANT shall coordinate the overall administration of the Program and act as the CITY's representative throughout the Program duration to the extent addressed by this Agreement. This effort shall include the following tasks: Task 1.1 . Development of a ProGram Work Plan: CONSULTANT shall prepare a Program Work Plan (PWP) detailing procedures and policies for the overall Program. This PWP manual shall dictate the respective responsibilities and levels of authority for all Program team members. Organizational structure flowcharts and team member duties shall be included to establish a working understanding regarding reporting and communication relationships on the Program. The PWP shall also include a listing of design and construction phase deliverables from the various AlE's and Contractors, 3126C Hazen and Sa~er 01/31/01 CiIV of Miami Bead PrOl!1'anJ Manallement ScoDe of Services - Palle B- 3 along with a proposed Program manager duties during the planning, design and construction phases of the Program. CONSULTANT shall meet with CITY representatives to review and receive comments on the PWP prior to finalization. Once accepted by the CITY, the CONSULTANT shall update the PWP on a quarterly basis to ensure that all lines of communications and responsibilities are kept up to date. One copy of the PWP will be given to designated CITY staff as well as each AlE and Contractor. Deliverables - Schedule Develop work plan for all activities. Draft (10 copies) and final (50 copies) of the Program Work Plan. Meeting to review and receive comments from CITY staff. Meeting agenda and minutes. Draft to be completed within forty-five (45) calendar days from the receipt of the Notice to Proceed and Final to be completed fifteen (15) calendar days after receipt of all comments. Task 1.2 . Master ProGram Schedule: CONSULTANT shall prepare a "rolled-up" Master Program Schedule based on input received from the CITY, AlE firms andlor Contractors. The Master Program Schedule shall be distributed to CITY and other appropriate parties for review. "Primavera Project Planner, version 3.00 software shall be used as the standard scheduling software and shall be specified for use by the selected AlE's and Contractors. CONSULTANT shall review and update the monthly Master Program Schedule on a monthly basis. In addition, the Master Program Schedule shall be incorporated into the Monthly Management Status Report as discussed in Task 1.4. Deliverables - Master Program Schedule consisting of all Infrastructure Improvement projects. Attend meeting to receive preliminary schedules from CITY and 1 or AlE consultants. Meeting agenda and minutes. Draft (10 copies) and final (50 copies) of the Master Program Schedule. 3126C 01/31/01 Hazen and Sawyer Citv of Miami Beach PrOlll'anI Manallement ScoDe of Services - Palle B- -I Schedule Draft to be completed within thirty (30) calendar days from the completion of Task 2 and Final to be completed fifteen (15) calendar days after receipt of all comments and updated on a monthly basis thereafter for the duration of the Program. Task 1.3 - Master Proaram Cost Model: CONSULTANT shall prepare and maintain a Master Program Cost Model to track func;ting status, engineering and Program management fees, construction costs, construction contingencies and change order status, throughout the duration of the Program. The model shall be set up using "MS - Excel" software and be updated on a monthly basis. CONSULTANT shall utilize the model to track and forecast expenses related to the Bond issues. It is assumed that project-funding source data, including bond funds, interest, grants and other alternative funding sources, will be provided by the CITY Finance Department. CONSULTANT shall review and update the cost model on a monthly basis with applicable representatives from the CITY. The Master Program Cost Model shall be incorporated into the Monthly Management Status Report as discussed in Task 1.4. Deliverables - Master Program Cost Model consisting of all Infrastructure Improvement projects, internal costs, etc. Monthly meeting with City Finance Department. Meeting agenda and minutes. Draft (10 copies) and final (50 copies) of the Master Program Cost Model. Schedule Draft to be completed within thirty (30) calendar days from the completion of Task 2 and Final to be completed fifteen (15) calendar days after receipt of all comments and updated on a monthly basis thereafter for the duration of Program. Task 1.4 - Proaram Manaaement Status Reports: CONSULTANT shall generate and distribute a monthly Program Management Status Report (PMSR) that includes updated design and construction schedules and cost model status updates. Monthly progress schedules and reports, as provided by the various AlE andlor Contractors (developed in accordance with the PWP) shall be used for a portion of these reports. Schedule 3126C Hazen and Sawyer 01131/01 Citv of Miami Beach Pronam Manallement SeODe of Services - Palle B- 5 reporting shall reflect actual progress against scheduled progress while cost reporting shall reflect current cost and projected cost information. A Program funds draw schedule shall also be included, as developed with input from the CITY Finance Director. The PMSR shall be used to review Program status with the City Commission and G.O. Bond Oversight Committee on a monthly basis. CONSULTANT shall attend Commission and Oversight Committee Meetings accordingly. CONSULTANT's anticipated level of effort includes graphical presentation support for the preparation of graphical materials to aid in G.O. Bond Oversight Committee and City Commission meetings. Deliverables - Program Management Status Reports describing and documenting the status of all Infrastructure Improvement projects. Fifty (50) copies of the Program Management Status Reports. Attend and participate in monthly G.O. Bond Oversight Committee meetings. Attend and participate in bi-weekly Commission Meetings. Schedule Copies to be submitted on the final Monday of the month in order to provide seven (7) calendar days of review time to the G. O. Bond Oversight Committee. Task 1.5 - Document Control Svstem: CONSULTANT shall establish and maintain an integrated document control system to assure complete control of all engineering and construction records, correspondence, reports, design documents, meeting notes, video tapes, and all other information received or produced by the CONSULTANT. To ensure compatibility with CITY information management systems, "Primavera Expedition version 7.0" software shall be used for document control. In addition, all word processing shall be performed on "MS-Word version 2000" software and spreadsheets shall be developed using "MS-Excel version 2000" software. 3126C Hazen and Sa~er 01/31/01 Citv of Miami Beach Prollram Manallement ScoDe of Services - Palle B- 6 TASK 2 - PLANNING PHASE PROGRAM MANAGEMENT SERVICES Task 2.1 - Proaram Plannina Services: Program plannin'g analysis is required to ensure that the Program is executed with a minimum amount of impact to the community and at minimal cost to the CITY. Program planning establishes the road map for successful completion of the work. Under this Task, the CONSULTANT shall work with CITY staff to: · Prepare definitive scope of services for the various Projects, including mapping of the general Project areas. · Develop a master schedule illustrating current known Project prioritization parameters. · Prepare overlapping schedules of known projects being proposed by outside agencies including the Florida Department of Transportation (FDOT), Miami- Dade Water and Sewer Department (MDWASD), Miami-Dade Public Works Department (MDPWD), the Municipal Mobility Plan, Florida Power and Light (FPL), BellSouth, Charter Communications, and others as applicable. · Prepare additional overlapping schedules of known civic activities such as Convention Center functions, Art Festivals, tourist sensitive areas, and similar activities that could be affected by the Program. Deliverables - Utilizing the Master Program Schedule, prepare and update an Overlapping Schedule that identifies known projects and 1 or activities by other agencies to coordinate overlapping activities. Attend monthly Utility Coordination Meetings sponsored by Sunshine One Call of Florida. Preparation of letters and support materials to agencies and 1 or entities. Prepare meeting agendas and minutes with all agencies and 1 or entities. Fifty (50) copies of the Overlapping Schedule. 3126C Hazen and Sa~er 01131101 Citv of Miami Beach Prol!l'am Mana~ement SeODe of Services - Palle B- 7 Schedule Upon completion of planning effort, copies of schedule shall be submitted on the final Monday of the month in order to provide seven (7) calendar days of review time to the G. O. Bond Oversight Committee. Planning services shall be ongoing throughout Program duration. Task 2.2 - Contractor Bondlna CaDacltvSurvev: The total construction cost of a bid package is an important consideration which must be evaluated, since it can limit the number of Contractors who are available to bid the work because of bonding limitations. CONSULTANT shall perform a bonding survey of the Contractors who typically bid Miami-Dade County work to evaluate their present bonding capacity. CONSULTANT shall also evaluate the impact of other ongoing neighborhood infrastructure improvement programs in the tri-County area in an effort to maximize Contractor participation. The resulting evaluation shall be put into report format for review with applicable CITY staff. The bonding capacity analysis shall be updated on a semi-annual basis. Deliverable Preparation of letters and support materials to Contractors identified to participate in survey. Compilation of data provided by Contractors and information gathered via telephone inquiries. Ten (10) draft copies and fifty (50) copies of the Contractor Bonding Capacity Report. Schedule Draft copies to be submitted for review within seventy-fIVe (75) calendar days after receiving the Notice to Proceed and final within fifteen (15) calendar days after receipt of comments. Survey to be updated semi-annually for the duration of the Program Task 2.3 - Prolect Prioritization: Utilizing the overlapping schedule analysis and bonding survey data prepared under Tasks 2.1 and 2.2, CONSULTANT shall establish a Project prioritization schedule. CONSULTANT shall evaluate and recommend to the 3126C Hazen and S~er 01/31/01 Citv of Miami Beach Protn'am Management ScoDe of Services - Page B- 8 CITY the best procurement strategies in an effort to promote competition among bidders, as well as minimize disturbance to the public. Deliverable Prioritize CITY Projects and develop schedule based on priority. Recommend best procurement pathways available to the CITY. Ten (10) draft copies and fifty (50) copies of the Project Prioritization Schedule Technical Memorandum. Schedule Draft copies to be submitted for review within thirty (30) calendar days after receiving the Notice to Proceed and final within fifteen (15) calendar days after receipt of comments. Task 2.4 - ProGram Delivery AnalYSis ReDort: The above referenced documents shall be used to group Projects into specific construction packages. identifying similar work areas, and combining Projects to minimize construction duration in affected areas. Proposed construction packaging shall be reviewed with CITY staff and a Program Delivery Analysis Report (PDAR) shall be issued with the resulting recommendations. Deliverable Meeting agendas and minutes. CONSULTANT shall review the PDAR with the City Commission and G.O. Bond Oversight Committee as required. Ten (10) draft copies and fifty (50) copies of the Program Delivery Analysis Report. Schedule Draft copies to be submitted for review within seventy-five (75) calendar days after receiving the Notice to Proceed and final within fifteen (15) calendar days after receipt of comments. TASK 3 - DESIGN PHASE PROGRAM MANAGEMENT SERVICES Task 3.1 - Assist CITY with DeveloDment of Architect I EnGineer (AlE) Consultant ScoDe of Services: The Program is to be designed by various outside AlE consultants. The CITY is currently in the process of issuing Requests for Qualifications for selection of these firms. Once the AlE consultants are selected by the CITY, the CONSULTANT 3126C Hazen and Sawyer 01/31/01 Citv of Miami Beach Prolll'am Manallement Scooe of Services - Palle B- 9 shall serve as the primary point of contact for the execution of their work activities. Hence, the CONSULTANT shall attend design Project analysis meetings in conjunction with the AlE consultant and CITY staff for the purpose of defining Project objectives, budgets, schedule constraints and scope of services. The CONSULTANT shall provide the CITY with technical review as it pertains to the contract agreements and scope of services with the selected AlE firms. CONSULTANT shall ensure that the scope of services for each AlE consultant contains the appropriate scope items to provide a quality product that meets industry standards, induding the preparation of cost estimates in compliance with the Association of American Cost Engineers. It is assumed that the CITY shall make all AlE consultant selections and negotiate fees accordingly. CONSULTANT shall transmit proposed AlE contracts to the CITY's Risk Management and Procurement Departments and the City Attorney's Office to verify that appropriate insurance requirements for each AlE consultant selected by the CITY are met. The CONSULTANT shall assist CITY staff with the preparation of requisite documentation (i.e., commiSSion memoranda and resolutions) to process selected AlE firm contracts through the CITY Commission approval process. CITY shall provide CONSULTANT with sample formats of approved commission memoranda and resolutions for CONSULTANT's use. Deliverable Meeting agendas and minutes. Review and comment of Request for Qualifications. Review and comment of proposed AlE scope of services 1 and contract agreements. Preparation of requisite documentation to process selected AlE firm. Schedule Ongoing throughout Program. Task 3.2 - Establish Deslon Standards: To ensure uniformity, CONSULTANT shall develop standard specifications, front-end documents, computer aided design (CAD) layering systems and miscellaneous details to be used by all design consultants in the preparation of their respective contract document. In addition CITY shall provide CONSULTANT with any applicable standards they want included in the Program standards. To facilitate the transfer of electronic files among Program team members, 3126C Hazen and Sawyer 01/31101 Citv of Miami Beach Proflram Manaflement ScoDe of Services - Pafle B-1 0 all specifications shall be prepared in "MS-Word version 2000" format and all Cad drawing utilize AutoCAD Version 14 software. To the extent possible, CONSULTANT shall utilize existing CITY standards. Note that it is the intent of this Task to prepare and develop standard specifications and details for use in Program projects only. It is not anticipated that CONSULTANT is developing Public Works Department Standard Specifications and Details. In addition, CONSULTANT shall provide review and comment on current CITY construction contract front-end documents as noted under Task 3.3. CONSULTANT shall develop a bound Program Design Standards Manual (PDSM) for distribution and use by all program participants. Deliverables - Meeting agendas and minutes, as applicable. Review and comment on existing CITY construction contract front end contracts, design standards, details and guidelines. Ten (10) draft copies and fifty (50) copies of the Program Design . Standards Manual. Schedule Draft copies to be submitted for review within ninety (90) calendar days after receiving the Notice to Proceed and final within fifteen (15) calendar days after receipt of comments. Task 3.3 - Leaal Assistance: CONSULTANT shall retain the services of an attorney to provide technical and legal assistance to CONSULTANT throughout the execution of the Program, as required. Task 3.3.1 - Front End Document Review CITY shall provide CONSULTANT with a typical front-end contract document utilized for the construction of municipal projects within the City of Miami Beach. CONSULTANT shall review the front end documents with respect to non-compensable/excusable delay claims, compensablelexcusable delay claims, liquidated damages, calculation of Contractor indirect costs, Request for Payment procedures, bonus incentive clauses, limited and Full Notices to Proceed , change order approval process and such other items as requested by the CITY. The intent of this review would be to upgrade the 3126C Hozen and Sa~er 01/31/01 Citv of Miami Beach Prol!1'am Manallement Scow of Services - Palle B- 11 contract documents in an effort to minimize areas that expose the CITY to additional risk. CONSULTANT shall obtain copies of typical front-end documents from the Miami-Dade County Department of Public Works, Miami-Dade County School Board, Broward County Department of Public Works, Broward County School Board and the Palm Beach County Department of Capital Projects. CONSULTANT shall meet with these entities to discuss and review their experiences with the front-end contract documents with respect to construction delay claims and change order processes. CONSULTANT shall prepare memoranda discussing alternative means to minimize CITY risk. Deliverables - Prepare meeting agendas and minutes. Review CITY's front end contract documents for construction of municipal projects and provide CITY with recommendations to their contract document. Coordinate and attend meetings with the appropriate entities at Miami-Dade, Broward and Palm Beach Counties to review front- end documents. Prepare recommendation memoranda. Schedule Submit draft memoranda and recommended contract document to CITY Administration within one hundred twenty (120) calendar days of receipt of the Notice to Proceed and final memoranda and contract document within fifteen (15) calendar days of receipt of comments. Task 3.3.2 - Front End Document Workshop Meetina CONSULTANT shall coordinate and attend a workshop meeting with the CITY's Administrative, Public Works, Legal and Procurement department staff to discuss and review alternative means to reduce the CITY's risk with respect to contractor delay claims, change order processing, schedule review, etc. The basis for this workshop meeting shall be the information gathered during the meetings held in Task 3.3.1. Deliverable Coordinate and attend workshop meeting. 3/26C Hazen and Sal1-Yer 01/31/0/ Otv of Miami Beach Prof!Tam Manaeement ScoDe of Services - Paee B-12 Schedule Within seventy-five (75) calendar days of receipt of the Notice to Proceed. Task 3.3.3 - Front End Document Revisions Based upon the results of the Front End Document Workshop Meeting, CONSULTANT shall propose language for incorporation into the CITY's standard front-end contract documents. CONSULTANT shall prepare recommended language and submit to the appropriate CITY staff for review and comment. Deliverable Prepare suggested language for incorporation into the CITY's front"end contract document. Schedule Within fifteen (15) calendar after the Front End Document Workshop Meeting. Task 3.4 - ManaGe AlE Consultant ProGress: CONSULTANT shall serve as the focal point of contact with all of the Program AlE consultants and shall track their progress toward the successful completion of the work. In conjunction with CITY staff, CONSULTANT shall meet monthly with each AlE consultant to review the progress and status of its work activities. These meetings shall also serve as a primary method for exchanging information, resolving design decisions, and reviewing design progress. It is assumed that each AlE consultant shall be required, as a part of its contract with the CITY, to develop and maintain a progress schedule of its activities in Primavera Project Planner, version 3.0 format or SureTrak. Should the CONSULTANT determine that an AlE consultant has fallen behind schedule, the AlE consultant shall be required to. provide a recovery schedule that will accelerate work and get them back on schedule. The CONSULTANT shall prepare and distribute meeting minutes to all attendees and other appropriate parties. Deliverables - Meeting agendas and minutes. Review and comment on AlE design professional schedules, request and review recovery schedules, if required. 3126C Hazen and Sa>>yer 0//31/01 Citv of Miami Beach PrOfl1'anI Manaeement ScoDe of Services - Paee B-13 Prepare correspondence between the CONSULTANT, AlE design professional and CITY, as required. Review and process monthly invoices from AlE design professionals. Schedule Ongoing throughout Program. Task 3.5 - Deslan Reviews: The CITY prides itself on maintaining open lines of communication with its citizens. Hence, it is anticipated that up to three (3) public meetings will be held for each Project during the design phase to ensure that community input is received and that citizens are kept informed on the content and status of the various Projects. CONSULTANT shall attend these meetings with the respective AlE consultant and appropriate CITY representatives, as required. CONSULTANT shall attend meetings between AlE consultants and internal CITY departments to prepare for these meetings. It is assumed that AlE consultants will develop all graphics, plans and renderings, acceptable to the CITY and CONSULTANT, for review at the public meetings. CONSULTANT can prepare graphics and other materials for such meetings as noted under Task 7. It is assumed that CITY personnel will schedule, coordinate and conduct these meetings and prepare and issue minutes accordingly. In addition, it is anticipated that AlE Consultants will attend Design Review Board, Historic Preservation, Planning Board, G.O. Bond Oversight and Commission Meetings, as required. To verify that all design review meeting comments have been incorporated and design standards have been followed, CONSULTANT shall perform reviews of all design Project documents at the preliminary (30 percent completion), intermediate (60 percent completion) and near final (90 percent completion) design stages. The purpose of these reviews shall be to verify that the documents are consistent with the design intent. The CONSULTANT shall also review AlE consultant(s) prepared cost estimates for the project at both the 60 and 90 percent submittal stages. CONSULTANT shall forward a copy of each review set of contract documents to relevant CITY Departments for their review and comment. CONSULTANT shall provide comments on the specifications, plans and other supporting materials, as applicable. A meeting shall be held with respective AlE consultant(s) and CITY representatives to discuss these review 3126C Hazen and Sawyerl 01/31/01 Citv of Miami Beach Proeram Manaeement ScoDe of Services - Pal!e B- 14 comments, as required. The preliminary design review shall require that each AlE consultant perform corridor routing studies and field verifications of existing underground infrastructure conditions, as deemed necessary by CONSULTANT. CONSULTANT shall ensure that AlE consultants obtain and address all relevant CITY Department, governmental agency and community comments regarding design issues related to the projects. Deliverables - Schedule Meeting agendas and minutes. Review AlE furnished contract documents at the preliminary, intermediate and near final design completion stages. Provide comments on AlE furnished contract documents. Coordinate and participate in meetings with the AlE design professionals to review comments. Ongoing throughout Program. Task 3.6 - Permitting Assistance: It is assumed that the respective AlE consultants will be responsible for preparing and submitting permit applications for their Projects, attending all resulting meetings, and for responding to all requests for information (RFI's) from jurisdictional agencies. CONSULTANT does not anticipate attendance at these meetings. However, the CONSULTANT shall be the responsible party for formally transmitting and receiving permits to and from the respective Agencies. CONSULTANT shall track and monitor progress on the preparation and review of permits and subsequent requests for information. In addition, the CONSULTANT shall develop and maintain a database that identifies all permits that may be needed for all Projects. This database shall identify the specific permit(s) required for each Project, the timing for when the permit is needed, the individual responSible for preparing the permit, and the current status of the permit and any related RFl's and responses. Deliverables - Receive, log in and transmit permit applications to respective agencies. Prepare a permit tracking database. Receive, log in and transmit agency Requests for Information to appropriate parties. 3126C 01/31/01 Hazen and Sawyer Citv of Miami Beach hOBa", Manaee",ent ScoDe of Services - Paee B- 15 Ensure that agency Requests for Information are responded to in a timely fashion. Schedule Ongoing throughout Program. Task 3.7 - Constructabllitv Reviews: CONSULTANT shall perform constructability reviews of the design documents relative to value, construction sequencing and bid format. The reviews shall be based upon the 60 and 90 percent design submittals received from the AlE consultant(s) and shall be conducted concurrently with the 60 and 90 percent design reviews. Meetings shall be held with respective AlE consultants and CITY representatives to discuss review comments, as required. CONSULTANT shall verify construction cost estimates provided by the AlE consultants for their respective Projects. Verification of construction cost estimates shall be performed at the 30, 60, 90 and 100 percent design review points. The accuracy of the cost estimate associated with the 30 and 60 percent design reviews shall be +30% to -15% Budget Level Estimates as defined by the American Association of Cost Engineers. The accuracy of the cost estimates associated with the 90 and 100 percent design reviews shall be a +15% to -5% Definitive Level Estimate as defined by the American Association of Cost Engineers. In addition, CONSULTANT shall assist the AlE consultants in defining schedule milestones and construction sequencing restrictions. Deliverables - Meeting agendas and minutes. Perform constructability reviews of AlE fumished contract documents. Provide comments on AlE fumished contract documents. Coordinate and participate in meetings with the AlE consultants to review comments. Cost estimating services. Schedule Ongoing throughout Program. 3126C Hazen and Sawyer 0J/3l/0J Citv of Miami Beach PrO/ll'Ilm Manallemeltt SCODt! of Services - Palle B-16 Task 3.8 - Bid Services: CONSULTANT shall work with the CITY's Procurement Department and other applicable staff as required to provide general bid services including the scheduling of bids, attendance at pre-bid conferences, solicitation of bids, coordination of responses to bidder's questions from AlE consultants, attendance at bid openings and coordination of award recommendations from AlE consultants. CONSULTANT shall transmit contract documents prepared by the AlE consultants to the CITY's Risk Management and Procurement Departments for verification of appropriate . insurance and bonding capacity requirements for each Project prior to bid. CONSULTANT shall assist the CITY's Procurement Department with verification of bidder's references. CONSULTANT shall also prepare requisite documentation to process contract award through the CITY Commission approval process. CONSULTANT's anticipated level of effort does not include any allowance of CONSULTANT's time to assist the CITY in the event of a bid protest. To the proportionate extent CONSULTANT's services are required in the event of a bid protest due to a direct action or lack thereof by CONSULTANT, CONSULTANT shall participate in such rebidding of the particular Project at no cost to CITY. Deliverables - Attend and participate in Pre-bid conferences. Review and distribute questions from prospective bidders to applicable AlE consultants. Review contract document addenda provided by AlE consultants, prior to issuance. Verify bids are responsible and responsive. Prepare correspondence recommending award to CITY Administration. Schedule Ongoing throughout Program. Task 3.9 - Proaram Web Site DeveloDment I Maintenance: CONSULTANT shall set up an interactive website for the Program. Each Project in the Program shall be identified with its own Project description, Project schedule, construction costs, areas of impact, traffic maintenance plans, traffic advisory notices. The website would be developed with three unique levels of access. Level 1 would be for public access with no password requirements. Contents would include frequently asked questions, upcoming 3126C Hazen and Sawyer 01/31/01 Citv of Miami Beach Prollram Manaltement ScoDe of Services - Page B- 17 events, public meetings and notices, photos, and project status summary descriptions. Level 2 would be available to the AlE consultants, Contractors, CITY staff and other selected parties. Contents would include access to electronic files for project specific plans and specifications. Level 3 would include access by Program management personnel and designated CITY staff members only. This level would include document sharing capabilities, payment logs, plan review comments, permitting files and project related correspondence. Level Nos. 2 and 3 would be password protected. TASK 4 - CONSTRUCTION PHASE PROGRAM MANAGEMENT SERVICES The CONSULTANT shall perform the following tasks associated with office administration activities related to the construction of the various Projects. These tasks shall be performed during the duration of all Projects under construction . Construction phase Program management services are provided for the intent of becoming familiar with the progress of the construction work and to verify that the work is proceeding in general accordance with the requirements of the contract documents. Note that construction observation services are presented under Task 5. Task 4.1 - Construction Manaaement Manual: Due to the extensive amount of detailed procedures required to properly manage construction Projects, CONSULTANT shall develop a Construction Management Manual (CMM) for the construction phase of the Program. This manual will augment the general Program guidelines established in the PWP developed under Task 1.1 and shall provide uniform procedures and guidelines for managing the interface between CITY staff, Contractors, AlE consultants, field observation staff and the CONSULTANT. It is assumed that the CITY will utilize the services of the respective AlE consultants for office engineering services (i.e. preparation of contract document clarification, submittal review, responses to questions and clarifications, change order request reviews, progress meeting attendance and specialty site visits, and other required supporting documentation, on an as needed basis) during the construction period. Deliverables - Ten (10) draft copies and fifty (50) copies of the Construction Management Manual. 3126C Hazen and Sawyer 01/31/01 Citv of Miami Beach PrOllraln Manallement ScoDe of Services - Palle B- 18 Schedule Draft copies to be submitted for review within one hundred and eighty (180) calendar days after receiving the Notice to Proceed and final within fifteen (15) calendar days after receipt of comments. Task 4.2 - Pre-Constructlon Conferences: CONSULTANT shall coordinate and attend pre-construction conferences with each Contractor, AlE consultant and applicable CITY personnel. The Contractors shall fumish preliminary schedules and tr.affic maintenance plans at this meeting. CONSULTANT shall prepare and distribute meeting minutes to all attendees and other appropriate parties. CONSULTANT shall issue a Limited Notice to Proceed at the Pre-Construction Conference. A final Notice to Proceed shall be issued upon receipt of a final schedule and procurement of all applicable construction permits from the Contractor. Deliverables - Meeting agendas and minutes. Attend and participate in pre-construction conferences. Schedule Ongoing throughout Program. Task 4.3 - Manaae Construction Proaress: CONSULTANT shall meet weekly with the Contractor, AlE consultant and applicable CITY representatives on each Project. The purpose of these meetings shall be to review the status of construction progress, shop drawing submittals and contract document clarifications and interpretations. In addition, the Contractor shall furnish a two-week look ahead work schedule to allow for proper coordination of necessary work efforts. The CONSULTANT shall conduct periodic field visits to the Project site for the purpose of confirming the Contractor's progress. Resident Project representation services are discussed under Task 5.0. These meetings shall also serve as a forum for discussion of construction issues, potential changes I conflicts and any other applicable matters. The CONSULTANT shall prepare and distribute meeting minutes to all attendees and other appropriate parties. Deliverables - Meeting agendas and minutes. Attend and participate in weekly progress meetings with Contractors. Review Contractor two-week look ahead schedules. 3126C Hazen and Sawyer 01/31/01 Citv of Millmi Belich Pr01l1'tun Mllnlllleme"t ScoDe of Services - PlIlle B- 19 Schedule Ongoing throughout Program. Task 4.4 - Monthlv Construction Proaress Meetlnas: In addition to weekly meetings with the construction Contractors, CONSUL T ANT shall attend monthly construction progress meetings, as necessary, with the CITY staff. These meetings shall be held for the purpose of reviewing Project schedule, cost and issues of concern. In preparation for these meetings, CONSULTANT shall prepare and distribute to applicable CITY staff the Program Management Status Report (PMSR). CONSULTANT shall meet with appropriate CITY staff to review the PMSR prior to meeting with the G.O. Bond Oversight Committee and CITY Commission, as discussed in Task 1.4 above. Deliverables - Meeting agendas and minutes. Attend and participate in monthly Construction Progress Meetings. Schedule Ongoing throughout Program. Task 4.5 - Utility and Permitting Coordination Services: CONSULTANT shall provide ongoing coordination between the AlE consultants, Contractors, local municipal authorities, governmental agencies, utility companies, and other known jurisdictional agencies, to verify that all required permits have been obtained. The Contractor will be responsible for location 1 verification of existing utilities, as required. Included in this work effort will be verification that the Contractor's traffic control plan has received required jurisdictional agency approvals. CONSULTANT shall work with CITY to establish procedures for monitoring enforcement of the Contractor's traffic control program throughout the duration of the Project. Deliverables - Verify that all required permits have been obtained. Schedule Ongoing throughout Program. Task 4.6 - Review of Contractor's Schedules: CONSULTANT shall review the construction schedules proposed by the Contractors for compatibility with the intent of 3126C Hazen and Salryer 01131/01 Citv of Miami Beach Prollram Manallement SCODe of Services - Palle B- 20 the contract documents. CONSULTANT shall work with the Contractors to develop acceptable schedules. CONSULTANT shall review schedules with applicable CITY staff. Each Contractor will be required to submit a monthly schedule update, which shall be reviewed by CONSULTANT. Progress payments shall not be approved if the monthly schedule is not submitted. CONSULTANT shall require the Contractor to provide a list of materials and equipment needed over the upcoming 6 month period and proposed delivery dates for such items. Other schedule impact items may include identification of pending labor or material shortages or labor relation problems and monitoring and analyzing actual versus predicted progress information. CONSULTANT shall advise the Contractor of apparent schedule impacts from other Projects including interface requirements and work to be performed by other entities in the area. Should the CONSULTANT determine that an AlE consultant has fallen behind schedule, the Contractor shall be required to provide a recovery schedule that will accelerate work and get them back on schedule. Deliverables - Receive, log in and review Contractor's baseline construction schedules. Provide Contractors with schedule comments. Update Master Program Schedule based upon Contractor's approved schedule (baseline and monthly update). Schedule Ongoing throughout Program. Task 4.7 - Requests for Information I Clarification (RFls): CONSULTANT shall receive, log and process all RFI's. Whenever an RFI involves the interpretation of design issues or design intent, CONSULTANT shall forward the RFI to the responsible AlE consultant and track a timely response back to the Contractor. CONSULTANT shall prepare and distribute RFI status reports at the weekly meetings with the Contractor. Deliverables - Receive, log in and transmit RFl's to appropriate parties. Respond to those RFl's that do not involve design interpretations. Maintain and distribute RFI Status Report, on a weekly basis. Schedule Ongoing throughout Program. 3/26C Hazen and Sawyer 0//31/01 Citv of MilUtli BelICh PrOI!1'IUtI Manallement ScoIJe of Services - Palle B- 21 Task 4.8 - ReQuests for ChanQes to Construction Cost and/or Schedule: CONSULTANT shall receive, log and evaluate all requests for Project cost andlor schedule changes from the Contractor. Changes may be the result of unforeseen conditions or interferences identified by the Contractor during the routine progress of work, inadvertent omissions (betterment) issues in the contract documents, or additional improvements requested by the CITY or AlE consultant after the Project bid date. Regardless of the source, CONSULTANT shall evaluate the merit of the claim as well as the impact of the potential change in terms of Project cost and the schedule, as acceptable to the CITY. Such evaluation of the claim shall constitute a representation by CONSULTANT to CITY, based on observations and evaluations, that: (a) The work has progressed to the point indicated; (b) The work is in substantial accordance with the Contract Documents; and (c) The Contractor is entitled to payment in the recommended amount. CONSULTANT shall coordinate negotiations with the Contractor and corresponding AlE consultant and CITY staff, as applicable. CONSULTANT shall review AlE consultant's recommendations with CITY staff. The AlE consultant shall be responsible for preparation of any documentation relative to a change order. Additional claims assistance services are discussed under Task 4.9. Deliverables - Perform merit evaluation of claims 1 change requests. Receive, log in and transmit claim 1 change requests to appropriate parties for review and action, as applicable. Perform independent review of req uest for cost increase andlor time extension. Coordinate and participate meetings, as required, with AlE consultants, CITY and Contractor to resolve andlor negotiate the equitable resolution of request. Prepare and distribute project correspondence. Schedule Ongoing throughout Program. Task 4.9 - Construction Claims Assistance 3126C Hazen and Sa~er 01/31/01 Ciw of MiIlmi Beach PrOIl1'IUII Manallement SCoIJe of Services .;... Palle B- 22 CONSULTANT shall provide assistance in reviewing the legal aspects of Construction Contractor claims as to validity and legal interpretation, on an as needed basis. CONSULTANT shall prepare a legal interpretation for each construction claim (if deemed necessary by CONSULTANT) and identify whether the Contractor's claim is valid or invalid, with respect to legal standing. CONSULTANT's level of effort is based upon the review of three (3) construction claims per fiscal year. Deliverable Legal interpretation of construction claims. Schedule Ongoing throughout Program. Task 4.10 - ProcessinG of ShOD Drawlnas: CONSULTANT shall receive, log and distribute shop drawings to the appropriate AlE consultant and track a timely response back to the Contractor. CONSULTANT shall prepare and distribute shop drawing status reports at the weekly meetings with the Contractor. Deliverables - Receive, log and distribute shop drawings to the appropriate AlE consultants. Track submittal review time and distribute Shop Drawing Status Reports at -weekly meetings. Schedule Ongoing throughout Program. Task 4.11 - Proaress Payment Reauests: CONSULTANT shall receive and review monthly invoices submitted by the Contractors to ascertain accuracy and prepare payment requests in accordance with CITY procedures. Based upon the Project records, as well as CONSUL T ANrs observations at the site and evaluations of the data reflected in Contractor's application for payment, CONSULTANT shall render a recommendation to CITY concerning the amount owed to the Contractors and shall forward the Contractor's application for such amount to CITY. Such approval of the application for payment shall constitute a representation by CONSULTANT to CITY, based on observations and evaluations, that: (a) The work has progressed to the point indicated; 3126C Hazen and Sa>>yer 01/31/01 Citv of MilUlli Beach PrOfl1'1UII ManaIlement ScoDe of Services - PaIle B- 23 (b) The work is in substantial accordance with the Contract Documents; and (c) The Contractor is entitled to payment in the recommended amount CONSULTANT shall assist CITY staff with tracking and expediting of progress payments through the CITY Accounting Department. Deliverables - Receive and review Contractor monthly Requests for Payment. Verify that all required supporting documentation, such as record drawing maintenance, monthly progress schedule update, release of liens and certifications are submitted with Contractor's Request for Payment. Ongoing throughout Program. Schedule TASK 5 - FIELD OBSERVATION PROGRAM MANAGEMENT SERVICES CONSULTANT shall provide full-time construction observers to provide adequate quantity and quality of observation personnel to reasonably verify that critical elements of the construction Projects are being complied with and that the general intent of the contract documents is being met. The purpose of CONSULTANT'S Construction Observation services is to provide for the CITY a greater degree of confidence that the completed work will conform in general to the construction contract documents and that the integrity of the design concept of the various Projects as indicated in the contract documents has been implemented and preserved by the construction Contractors. On the other hand, CONSULTANT shall not supervise, direct or have control over any , construction Contractor's work nor shall CONSULTANT have authority over or responsibility for the means, methods, techniques, sequences or procedures of construction selected by the construction Contractors, for safety precautions and programs incident to the work of any construction Contractor or for any failure of a construction Contractor to comply with laws, rules, regulations, ordinances, codes or orders applicable to the Contractor's furnishing and performing the work. Accordingly, CONSULTANT neither guarantees the performance of any contractor nor assumes responsibility for any Contractor's failure to furnish and perform its work in accordance 3126C Hazen and Sawyer 01/31/01 Citv of Miami Beach Proll1'am Manaeement ScoDe of Services - Paee B- 24 with the contract documents. CONSULTANT's level of effort is based upon 73,112 man- hours of field representation. Should this level of effort be exceeded or decreased, same shall be reflected in a written amendment to the Agreement, as provided in Article 7 therein. CONSULTANT's field staff shall be on-site at all times when the Contractor is on the job, as practicable. In an effort to minimize the CITY's costs with respect to on- site field representation, the CONSULTANT has anticipated that certain Projects similar in nature and in adjacent geographical areas will be represented by one resident field representative as identified in Exhibit A . CONSULTANT's level of effort is based upon the assumption that the contract documents will limit the Contractor's work schedule to one work crew based upon an eight hour shift Monday through Friday. Task 5.1 - Field Observation Services: CONSULTANT shall provide field staff to observe the construction of the work and; (a) Conduct on-site observations of the work in progress to assist in determining if the provisions of the contract documents and permit conditions are being fulfilled and to reasonably protect the CITY against defects and deficiencies in the work of the Contractor. CONSULTANT shall timely report, to the CITY in writing, whenever it is believed that work is unsatisfactory, faulty or defective and/or does not conform to the contract documents, does not meet the requirements of inspections, tests, or has been damaged prior to final payment. CONSULTANT shall timely report, to the Contractor and CITY in writing, whenever it is believed that a hazardous condition exists. (b) CONSULTANT shall conduct on-site observations of the work in progress to determine if the contract documents and permit requirements are being complied with and to protect the CITY against Contractor work defects and deficiencies. CONSULTANT shall timely advise the CITY, in writing, whenever work is determined to not conform to the contract documents, permit requirements are not being complied with, andlor whenever an observed Contractor's work is determined to be defective/deficient. CONSULTANT's observer shall attend all scheduled meeting with the Contractor. 3126C Hazen and &rn,.>er 0113 1/0 J Citv of Miami Beach Prollram Manallement SCODe of Services - Palle B- 25 (c) Maintain a daily log of work performed. The daily notes shall include records of when the Contractor is on the job-site, weather conditions, change orders, or changed conditions, list of job site visitors, daily drilling and testing activities, observations in general, and specific observations in more detail as in the case of observing test procedures. Record, in writing, the outcome of these inspections. CONSULTANT shall identify any utilities damaged and verify that the Contractors has notified the respective utility owner. (d) Verify that tests, equipment and systems start-up are conducted in the presence of appropriate personnel, and that the Contractor maintains adequate records thereof; and observe, record, and report appropriate details relative to the test procedures and start-up. (e) Provide a photographic record of the construction, beginning with pre- construction documentation and completing with post-construction photographs. Photographs shall be digital snapshot type taken to define the progress of the Project and shall be labeled as to date, location, view and signed by the CONSULTANT. (f) Review materials and workmanship of the Projects and timely report to CITY in writing any deviations from the contract documents that may come to the CONSULTANT's attention. Determine the acceptability of the work and materials and make recommendation to CITY to reject items not meeting the requirements of the contract documents. (g) Check Contractors' material certifications and samples, verifying that delivered materials match approved shop drawings. (h) Field observe critical points in the construction process. (i) Direct and supervise the sampling and testing of materials to be performed by independent testing laboratories under subcontract to the CITY. This task includes the receipt, review and processing of invoices from the independent testing laboratories for payment by the CITY. 3126C Hazen and Sawyer 01/31101 Citv of Miami Beach Proll1'am Manaeement ScoDe of Services - Paee B- 26 0) CONSULTANT shall verify all pay requisition quantities in the field by measurement. CONSULTANT shall develop a Field Measurement Form and utilize such form as verification of pay requisition items. (k) Monitor that record drawing mark-ups are properly maintained by the Contractor. (I) It is assumed that CITY will pay for all material testing services (I.e. densities, compaction testing, etc) directly. Deliverables - Provide full time resident Project representation on Projects, as deemed necessary. Prepare Daily Construction Observation Forms and distribute to Program staff. Schedule Ongoing throughout Program. Task 5.2 - Prolect Closeout: Upon receiving notice from the Contractor(s) advising the CONSULTANT that the Project is substantially complete, CONSULTANT, in conjunction with appropriate CITY and AlE consultant staff, shall schedule and conduct an overview of the Project. The overview shall include CONSULTANT'S development of a "punch Iisf of items needing completion or correction prior to consideration of final acceptance. The list shall be forwarded to the Contractor. For the purposes of this provision, substantial completion shall be deemed to be the stage in construction of the Project where the Project can be utilized for the purposes for which it was intended, and where minor items not be fully completed, but all items that affect the operational integrity and function of the Project are capable of continuous use. Upon notification from Contractor(s) that all remaining .punch list" items have been resolved, the CONSULTANT, in conjunction with appropriate CITY and AlE consultant staff, shall perform a final review of the finished Project. Based on successful completion of all outstanding work items by the Contractor, CONSUL T ANT shall assist CITY in closing out the construction contract. This shall include, but not limited to, providing 3126C Hazen and Sawyer 01/31/01 Ow of Miami Beach PrOfl1'anI Manaeement ScoDe of Services - Paee B- 27 recommendations concerning acceptance of the Project and preparing I collecting necessary documentation, including but not limited to, lien waivers, Contractor's final affidavit, close-out change orders, and processing of the final payment application. Deliverables - Receive Contractor substantial completion notification. Coordinate and attend field meetings to review substantial completion. Prepare and verify that punch lists are completed. Certify Project completion to appropriate agencies. Schedule Ongoing throughout Program. Task 5.3 - Post Proiect Services: CONSULTANT shall assist City with the coordination of requested warranty work from the various Project Contractor(s). This assistance shall be provided for the duration of the Project to a period not to exceed the completion date of this Agreement. In addition, CONSULTANT shall transfer all Project files to the CITY at the completion of the Project. It is assumed that the CITY shall make arrangements for placement of files in storage as required. Also, CONSULTANT shall complete CITY furnished AlE consultant and Contractor performance evaluation forms for the Procurement Department. In addition, CONSULTANT shall coordinate the transfer of record drawing mark-ups and applicable test results to the AlE consultants. The AlE consultants shall update CAD files for record purposes and certify Projects as complete, accordingly. Deliverables - Assist CITY with warranty work completion. Place all Program files in suitable cardboard containers for transfer to CITY storage facilities. Prepare AlE consultant and Contractor performance evaluations. Schedule Ongoing throughout Program. TASK 6 - OTHER DIRECT COSTS 3126C Hazen and Sawyer 01131/01 Citv of Miami Beach PrOfl1'anI Manaeement SC01Je of Services - Paee B- 28 Task 6.1 - Mileaae: CONSULTANT anticipates that resident Project representatives shall utilize their own vehicles to travel between the various job sites. Mileage shall be reimbursed at the United States Internal Revenue Service established rate for travel within the City of Miami Beach limits as well as travel within the Miami-Dade, Broward and Palm Beach County areas to attend meetings with stakeholders, regulatory 1 permitting agencies, utility owners, and planning organizations. Annual adjustments will be made to the established rate based upon the United States Internal Revenue Service. Task 6.2 - Communications: To facilitate communications between office and field staff, CONSULTANT anticipates the use of Nextel radio cellular phones for office and resident Project representative staff. Monthly service includes phone, battery, accessories, unlimited radio talk time, and up to 300 minutes of cellular phone use per month. An allowance has also been included for battery replacements, rapid battery chargers, vehicle power cords, and protective covers. Task 6.3 - Software Costs: CONSULTANT shall purchase one (1) software license for the Management Information System which includes Primavera Project Planner, version 3.0, Expedition, and CaIlTrak software. CONSULTANT shall also purchase Novell software for its program office server (one license for up to 10 users), software for tape backup system, Internet Explorer, Microsoft Office (MS-Word, MS-Excel, MS-Outlook) and Windows operating system software. CONSULTANT shall purchase maintenance service agreements for the software to include software upgrades. At the conclusion of the Program, CITY shall take possession of the software. All software licenses shall be valid through fiscal year 2005. Task 6.4 - Hardware Costs and LAN I WAN Maintenance: CONSULTANT shall purchase computer hardware for the Program office to establish a Local Area Network (LAN). A Hewlett Packard LC2000 small workgroup network server with swappable drives and NetRAID disk array controller shall be utilized for networking purposes. An internal 40 GB internal tape drive system shall be utilized to backup the network every week. Pentium based computers with CD, floppy drives and internal hard drive operating on MS-Windows software shall be purchased with 17 -inch color monitors. At the condusion of the Program, CITY shall take possession of the hardware. 3126C Hazen and Sa>>yer 01/31/01 Citv of Miami Beach PrOll1'ant Management ScoDe of Services - Page B- 29 Task 6.5 - Office SDace: CONSULTANT shall enter into a six year lease at the Giller Building, 975 Arthur Godfrey Road for approximately 2,000 square feet of office space to house proposed Program specific staff. The proposed office lease rate includes janitorial services, utilities (waterlsewer. electric), real estate taxes, security and intemet access. Electrical costs included in the base office lease rate are based upon air climate control being provided Monday through Friday, 8 am to 6 pm and Saturday from 8 am to 1 pm. Should additional air climate control services be required after normal building hours, costs shall be borne by the CITY. Costs to renovate the space, purchase of fumiture and the costs to maintain up to six telephone lines shall be borne by the CONSULTANT. One parking space is provided with the office space. CONSULTANT anticipates that the CITY shall provide City parking placardslpermits for the Program . staff (up to 17 staff members) at no charge to the CONSULTANT. Task 6.6 - ReDroductlon Services: CONSULTANT shall be reimbursed at the usual and customary rate for reproduction of reports including but not limited to, photocopying, cover laminations, bindings, etc. Reports to be reproduced include the following: · Program Work Plan · Program Master Schedule · Program Cost Model · Program Management Status Reports · Program Delivery Analysis Report · Program Design Standards Manual · Construction Management Manual CONSULTANT shall bear costs for incidental reproduction costs associated with the preparation of draft I final deliverables. 3126C Hazen and Sa~er 01/31/01 Citv of Miami Beach Proll1'am Manaflement ScoDe of Services - Page B- 30 TASK 7 - SUPPORT SERVICES If authorized in writing, by the CITY, prior to commencement of same, the CONSULTANT may fumish Support Services for, but not limited to, the types identified below. These services are not included as part of the Scope of Services except to the extent otherwise provided herein. These support services are Task based and are offered for the purpose of supporting the planning, design and construction of the Program. While the extents of these efforts are not fully known at the present time, the principal tasks that may be required during the Program duration include the following: Task 7.1 - Alternative Fundina Assistance: CONSULTANT shall retain the services of Donald F. Roecker, P.E. to assist the CITY for identifying and applying for alternative funding sources. Such assistance may include the following: (a) Develop a Screening Report to summarize grant programs available for water, wastewater, stormwater and streetscape related facilities. The CONSULTANT shall review and consolidate the history and background of the CITY's past project planning efforts, state and federal project financial accomplishments, compliance data, development history in the plan area, and past association with state and federal officials with an interest in infrastructure needs. The CONSULTANT shall follow-up with contact to known funding agencies for current program and eligibility information. The CONSULTANT shall meet with CITY to discuss the report. Comments shall be incorporated and a final screening report shall be prepared. The screening report shall consist of a review of agency and legislative funding programs that could possibly be used for a Project or Project component. The purpose of this activity is to determine which agency funding programs may be used by the CITY, the approximate amount of assistance that may be available and the advantages and disadvantages of each funding program. This information shall be incorporated into the proposed Congressional Site Specific Line Item Funding Package (Package) to show our Congressional Delegation and their staff that all available funding sources have been explored before a request for congressional grant was made. 3126C Hazen and Sawyer 01/31/01 Citv of Miami Beach Proflram Manaflement ScoDe of Services - Pafle B- 31 (b) The CONSULTANT shall prepare a draft and final grant proposal for the infrastructure related components determined feasible by the Screening Report. It is assumed that the CITY and the CONSULTANT shall meet up to three times to determine the nature and scope of the Projects to be included in the grant proposal. Said meetings shall be run in a workshop format and shall focus on developing unique features of the Program may provide. Such benefits may include the incorporation of a unique environmental Project component enhancement, watershed improvements or combining other CITY objectives such as greenways andlor watercourse improvement projects. The result of this effort shall be the selected group of Projects or Project components that shall become the grant proposal or "Package". The CONSULTANT shall then research the elements that led past successful infrastructure Projects to win funding. The CONSULTANT shall attend up to three workshop sessions with the CITY staff to determine the nature, scope, project makeup, and cost of implementation of the Projects or Project components included in the "Package". This activity shall lead to the final Project or Projects selection, a listing of unique Project features, and include an initial technical review of all existing background information. Upon Project component selection, a draft "Package" (I.e., draft grant proposal) including technical aspects shall be prepared and submitted to the CITY for review. The draft "Package" shall incorporate comments and recommendations as appropriate from reviewers and a final "Package" shall be produced for presentation to local, state, and federal officials with interest in infrastructure programs. The CONSULTANT shall monitor and update the CITY on Project related events occurring at the state and federal government levels that may affect the scope, timing or content of the Package's presentation. (c) The CONSULTANT shall assist the CITY during negotiations of the grant proposal and with presentation of the proposal to local, regional, state, and federal parties. The CONSULTANT shall also provide technical support and assistance for the Package in Florida and Washington D.C. These meetings shall be targeted at securing written support for the Package. Under this scope, three meetings are assumed. The CONSULTANT shall prepare the following deliverables during this task: 3126C 01131/01 Hazen and Sawyer Citv of Miami Beach Profl1'am Manaflement ScoDe of Services - Pafle B- 32 Q An Executive Summary of the Project's salient features that would be appropriate for local, state, and federal presentation. Q A binder containing background information used in developing the Project for submittal to appropriate state and federal staff presentation. Said binder shall also include a "question/answer" document, which shall address typical state and federal questions that have been used to judge the merits of similar Packages for similar communities. Q Letters of support received from appropriate state, regional, county, and local officials. Task 7.2 - Public Information Hotline: CONSULTANT shall provide a single telephone number that shall be publicized and made available to the public to obtain information about ongoing construction activities and to voice a concern or complaint. This hotline shall be located in the Program Management Office and be automated to log all calls. CONSULTANT shall review all calls with appropriate CITY staff and respond to each request for information or complaint within twenty-four (24) hours. A written report on each request for information or customer complaint shall be prepared and summarized in a monthly report. Task 7.3 - Survevlna: CONSULTANT shall arrange for and coordinate the efforts of licensed surveyors to verify construction layouts and controls for line, grade and dimensional conformance with the plans and specifications. This task shall be utilized as a tool to verify the Contractors' layout, as deemed necessary by CONSULTANT. Task 7.4 - Community Involvement and Public Information Proaram: In addition to the public meetings specified under the Phase 3 Design Phase Program Management Services, the CONSULTANT, working in concert with CITY staff, shall implement a community involvement program to keep affected stakeholders abreast of Program status. The objectives of the community involvement program are to inform and educate the publiC about Program elements and benefits. This shall allow the CONSULTANT to 3126C Hazen and Sal\.Yer 01/3l/01 Citv of Miami Beach Proeram Manaee",ent ScoDe of Services - Paee B- 33 provide stakeholders with accurate and timely information, and discuss the impact of the Program from the stakeholder's perspective. In addition to these general meetings detailed above, specific detailed meetings shall be held to provide additional information for stakeholders that shall be directly impacted by the Program. Follow up activities may include, but not limited to, phone calls, additional meetings, correspondence or development of additional informational materials. These determinations shall be made on an individual basis for each interest group. CITY shall assign a representative to each geographical area to serve as' the focal point to receive and address comments 1 concerns from CITY residents and I or business owners. CITY staff shall coordinate responses between the CONSUL T ANT and concerned citizens. The objective of the community involvement program is to generate community understanding of the Program, and may include, but not limited to the following: (a) Inform and educate the general public, visitors and business owners of the overall Program elements and benefits. (b) Prioritize the issues that have direct impact on residents, visitors and businesses. (c) Implement components of an ongoing public information campaign that shall: (1) keep the public well informed about the Program; (2) highlight the progress of the Program; and (3) emphasize the importance of developing a comprehensive infrastructure system for Miami Beach. (d) Inform the public about construction time lines over the next six years. (e) Develop materials and information, written in everyday terms, that give the public an accurate picture of the Program's progress. (f) Encourage community participation in the planning phases of neighborhood Projects. Deliverables - Public relations campaign for the general public. Schedule Ongoing throughout program. 3126C Hazen and Sawyer 01/31/01 Citv of Miami Beach Proll1'am Manaeement ScoDe of Services - Paee B- 34 Task 7.4.1 - Public Meetlnas Due to the size and magnitude of the Program, the CONSULTANT shall hold one meeting in each of the affected neighborhoods (Exhibit A) to inform the public on the Program and to specify work that shall be ongoing in the respective areas. The CONSULTANT shall Identify and secure an appropriate meeting location, plan, prepare and produce all handout materials, attend, conduct and prepare minutes and follow-up materials for all meetings. As appropriate, materials shall be printed in both English and Spanish. Meeting minutes shall be prepared which identify the list of speakers, attendees, legal notice documentation (if necessary), brief summary of the topics discussed and the concerns / comments made during the meeting. CONSULTANT shall prepare responses to written comments received by the Program Team. Deliverables - Meeting agenda and minutes. Produce and distribute program materials. Prepare meeting minutes. Schedule Ongoing throughout the Program. Task 7.4.2 - Other Direct Costs Associated with Community Involvement and ,eubllc Information Program 1. Postage for bulk mail distributions 2. Supplies for preparation of presentation materials 3. Supplies required to produce all Program reports, such as covers for comb binding systems, ready index uncollated dividers, plastic binding combs. 4. Costs to produce Television media, newspaper 1 magazine print ads and reproduction of brochures, handouts, flyers, and door hangers. 3126C Hazen and Sav;yer 01/31/01 Citv of Miami Beach Prot!1'am Manaeement Scope of Services - Paee B- 35 STAFF RESPONSIBILITIES Patrick A. Davis, P .E. - Program Director . Provide program direction and support to the Program Manager and Deputy Program Manager. . Assist in the coordination of alternative funding mechanisms. . Assist in the review of claims andlor change order requests. Bert Vidal, P .E. - Program Manager . Primary client contact through all project phases. . Coordination 1 responsibility for the Program team including subconsultants and subcontractors. . Establishing and monitoring schedules and budgets. . Schedule analysis for comparison with target, milestones and deadlines. . Coordination and assurance that the Total Quality Management program is successfully implemented. . Provides significant input and review of all major technical issues. . Attend and direct program review meetings. . Provides backup and support to all Team Leaders and technical staff. . Maintain and update Program Action List. . Prepare Project Completion Reports. . Provide input and review of City AlE consultant scope of services. . Assist in the preparation of the Program Work Plan. . Assist in the preparation of the monthly Program Management Status Reports. . Assist in the preparation of the Program Delivery Analysis Report. . Assist in the preparation of the Construction Management Manual. . Attend and participate in monthly meetings with the City's AlE consultants. . Attend and participate in monthly G. O. Bond Oversight Committee meetings. . Participate and provide input 1 comment on AlE design projects at the preliminary, intermediate and substantially final completion stages. 3126C Hazen and Sawyer 0//31101 Citv of Miami Beach PrOf!1'anI Mana1!ement ScoDe of Services - Pa1!e B- 36 . Participate in monthly Construction Progress Meetings with City staff to assess program status with respect to schedule and budgets. . Attend and participate in Neighborhood Status Meetings. . Assist in the preparation of cash flow projections, cost curve and other cost summary reports. . Review, analyze and recommend actions on budget, funds, and construction cost change orders. 3126C Hazen and Sa~r 01/31/01 Citv of Miami Beach Pro1!ram Mana1!ement ScoDe of Services - Pafle B- 37 Charles O. Carreno, P.E. - Deputy Program Manager . Primary contact for the coordination of subconsultants and subcontractors. . Establish and monitor Master Program Schedule. . Establish and monitor individual project schedules. . Establish and monitor Program Cost Model. . Establish and monitor individual project budgets. . Primary contact with the City AlE consultants. . Provide input and review of City AlE consultant scope of services. . Assist in the preparation of the Program Work Plan. · Assist in the preparation of the monthly Program Management Status Reports. . Assist in the preparation of the Program Delivery Analysis Report. . Attend and participate in monthly meetings with the City's AlE consultants. . Attend and participate in monthly G. O. Bond Oversight Committee meetings. · Participate and provide input 1 comment on AlE design projects at the preliminary, intermediate and substantially final design documents. . Establish and monitor permit tracking file. · Participate in the development of the Construction Management Manual. . Perform Contractor Bonding Capacity Survey. · Participate in monthly Construction Progress Meetings with City staff to assess program status with respect to schedule and budgets. · Attend and participate in Neighborhood Status Meetings. · Assist in the preparation of cash flow projections, cost curve and other cost summary reports. · Review, analyze and recommend actions on budget, funds, and construction cost change orders. · Assist in the preparation of the Program Standards Manual. 3126C Hazen and Sawyer 01131/01 Citv of Miami Beach ProrlTam MalUll!ement SCODe of Services - Pal!e B- 38 Suresh B. Mistry, P.E. - Engineering Coordinator . Primary contact with the CITY AlE consultants. . Coordinate with Construction Manager on project completion and certification. . Establish design requirements. . Preparation of the Program standards for City AlE consultants. . Establish construction priorities. . Prepare the Program Standards Design Manual. . Assist the Construction Manager with the preparation of Project Completion Reports. . Participate in constructability reviews. . Process AlE consultant monthly pay requests. . Assist in the review of AlE consultant claims 1 change order requests. . Assist the Construction Manager with the preparation of the Construction Management Manual. . Verify AlE consultant progress with respect to schedule conformance. . Attend monthly Utility Coordination Meetings sponsored by Sunshine One Call of Florida to coordinate utility planning among various utility owners. . Verify that AlE consultants are verifying the location of all critical underground utility locations with respect to proposed works. . Primary contact with respect to utility master planning among all utility owners. . Coordinate monthly design review meetings with AlE consultants. . Monitor the progress of AlE consultants during the design period. 3126C Hazen and Sawyer 01131/01 Ciw of Miami Beach Prof!1'am Manaeement ScoDe of Services - Paee B- 39 John O. Hoffman, P .E. - Construction Coordinator Primary contact with construction contractors. . Coordinate work efforts of resident project representatives. . Participate in constructability reviews. . Verify CITY AlE consultant cost estimates. . Assist in the preparation of M-DDERM Certification of Completion of Construction submittals. . Assist in the preparation of Project Completion reports. . Prepare Project punch out lists for substantially complete projects. . Coordinate warranty work. . Process Contractor monthly pay requests. . Coordinate the services of the CITY retained testing 1 analytical services firm to QA/QC materials utilized throughout construction. . Coordinate the services of the professional surveying firm retained by the CONSULTANT to verify Contractor layout and grade. . Review daily observation reports prepared by resident project representatives. . Assist in the review of Contractor claims 1 change order requests. . Attend monthly Utility Coordination Meetings sponsored by Sunshine One Call of Florida to coordinate utility planning among various utility owners. · Review Contractor two week look ahead schedules to assist Program Team with critical coordination tasks. · Verify that Contractors are maintaining record drawing information. . Verify the accuracy of record drawings prepared by AlE Consultants. 3126C Hazen and Smryer 01/31/01 Citv of Miami Beach Prolll'am Manallement Scooe of Services - Palle B- 40 Gloria Brown - Document Control Manager . Responsible for management of document control system. . Enters incoming and outgoing documents in the document control system. . Receives and processes all incoming and outgoing documents. . Receives and processes all Construction Management office documents. . Prepares tracking documents for contractor submittals. . Locates and retrieves documents for Program staff. . Distribution and filing of documents. . Copy documents for distribution and filing. . Assists in all other areas of document control, as needed. Administrative I Clerical Services . Answer phones. . Type and distribute program correspondence and reports. · Arrange and coordinate meetings. . General secretarial functions. · Order and maintain equipment, supplies, etc. · Assist Document Control staff, as needed. . Miscellaneous tasks, as assigned. · Assign responsible party to resident inquiries. 3126C Hazen and Strnyer 01131/01 Citv of Miami Beach Prol!1'am Management ScoDe of Services - Page B- 41 Ana M. Gonzalez, P .E. - Program Reporting . Assist in the preparation of the monthly Progress Status Report. . Assist in the development of cost information for monthly progress reports. . Develop tables, queries and macros. . Develop report formats. · Prepare graphics, schematics, and handouts for monthly G.O. Bond Oversight Committee Meeting. . Prepare graphics for Neighborhood Community Meetings. · Assist in the maintenance of the Program Internet Web page. . Maintain City AlE design consultant invoice file. · Assist in processing City AlE design professional invoices. · Assist in drafting correspondence to City AlE design professionals regarding the Infrastructure Improvement Program. · Assist in the preparation and maintenance of a Master Project Activity database which incorporates all City projects, BellSouth, FPL, Charter Communications, FOOT, SFWMD, M-DDERM, M-DPWD, M-DWASD, private development, fairs and 1 or festivals, Convention Center events, etc. · Act as a liaison with the development community as well as the City's Community Resource Officers. · Assist in review of Infrastructure Improvement Program projects for conflicts. · Provide updated information on the program to private sector community organizations such as the Miami Beach Chamber of Commerce, Miami Beach Visitor's Convention Authority, etc. · Respond to daily calls and information requests from developers and the general publiC on projects and activities of the program. 3126C Hazen and Sawyer 01/31/01