Professional Services Agreement with Jacobs Engineering Group, Inc. ao1,_ Sol TS--
PROFESSIONAL
SPROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF MIAMI BEACH
AND
JACOBS ENGINEERING GROUP, INC.
FOR
BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER
RESILIENCY PROGRAM,
PURSUANT TO
REQUEST FOR QUALIFICATIONS (RFQ) NO. 2017-300-KB
This Professional Services Agreement (Agreement) is entered into this ' day of
00 VP rabg( , 2018, between the CITY OF MIAMI BEACH, FLORIDA, a municipal
corporation organized and existing under the laws of the State of Florida, having its principal
offices at 1700 Convention Center Drive, Miami Beach, Florida, 33139 (the City), and JACOBS
ENGINEERING GROUP, INC., a Florida corporation, whose address is 3150 SW 38TH Avenue,
Suite 700; Miami, FL 33146 (Consultant).
SECTION 1
DEFINITIONS
Agreement: This Agreement between the City and Consultant, including any exhibits
and amendments thereto.
City Manager: The chief administrative officer of the City.
City Manager's
Designee: The City staff member who is designated by the City Manager to
administer this Agreement on behalf of the City. The City Manager's
designee shall be Susanne M. Torriente, Assistant City Manager/Chief
Resiliency Officer
Consultant: For the purposes of this Agreement, Consultant shall be deemed to be an
independent contractor, and not an agent or employee of the City.
Services: All services, work and actions by the Consultant performed or undertaken
pursuant to the Agreement.
Fee: Amount paid to the Consultant as compensation for Services.
Proposal Documents: Proposal Documents shall mean City of Miami Beach Request for
Qualifications (RFQ) No. 2017-300-KB for Business Case Analysis of
the City of Miami Beach Stormwater Resiliency Program, together
with all amendments thereto, issued by the City in contemplation of this
Agreement RFQ, and the Consultant's proposal in response thereto
(Proposal), all of which are hereby incorporated and made a part hereof;
provided, however, that in the event of an express conflict between the
Proposal Documents and this Agreement, the following order of
precedent shall prevail: this Agreement; the RFQ; and the Proposal.
RFQ-2017-300-KB Page 1
Risk Manager: The Risk Manager of the City, with offices at 1700 Convention Center
Drive, Third Floor, Miami Beach, Florida 33139; telephone number (305)
673-7000, Ext. 6435; and fax number(305) 673-7023.
SECTION 2
SCOPE OF SERVICES
2.1 In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide
the work and services described in Exhibit "A" hereto (the Services).
Although Consultant may be provided with a schedule of the available hours to provide its
services, the City shall not control nor have the right to control the hours of the services
performed by the Consultant; where the services are performed (although the City will provide
Consultant with the appropriate location to perform the services); when the services are
performed, including how many days a week the services are performed; how the services are
performed, or any other aspect of the actual manner and means of accomplishing the services
provided. Notwithstanding the foregoing, all services provided by the Consultant shall be
performed in accordance with the terms and conditions set forth in Exhibit "A" and to the
reasonable satisfaction of the City Manager. If there are any questions regarding the services
to be performed, Consultant should contact the following person:
City Manager's Office
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
Attn: Susanne M. Torriente, Assistant City Manager/Chief Resiliency Officer
2.2 Consultant's Services, and any deliverables incident thereto, shall be completed in
accordance with the timeline and/or schedule in the Consultant Service Order.
2.3 Consultant shall only commence any services, or portions thereof, upon issuance of a
Consultant Service Order by the City.
SECTION 3
TERM
The term of this Agreement (Term) shall commence upon execution of this Agreement by all
parties hereto, and shall have an initial term of five (5) years, with two (2) renewal options for
a period of two (2) years each, to be exercised at the City Manager's sole option and
discretion, by providing Consultant with written notice of same no less than thirty (30) days prior
to the expiration of the initial term.
Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines,
schedules, dates, and/or performance milestones for completion and delivery of the Services,
as same is/are set forth in the timeline and/or schedule referenced in the Consultant Service
Order.
RFQ-2017-300-KB Page 2
SECTION 4
FEE
4.1 In consideration of the Services to be provided, Consultant shall be compensated
through individual Consultant Service Orders (Exhibit "B") issued for a particular project,
on a "Lump Sum" or "Not to Exceed" fee for provision of the Services, or portions thereof, as
may be set forth and described in the Consultant Service Order issued for a particular Project,
shall be negotiated between the City and Consultant, and shall be set forth in the Consultant
Service Order. Notwithstanding the preceding, the total fee paid to Consultant pursuant to this
Agreement shall be subject to funds availability approved through the City's budgeting process.
4.2 REIMBURSABLE EXPENSES
Reimbursable Expenses are an allowance set aside by the City and shall include actual
expenditures made by the Consultant in the interest of the Project, provided such expenses are
authorized in advance by the City in a Consultant Service Order. The Reimbursable Expenses
allowance, as specified herein, belongs to, and shall be controlled by the City (i.e. unused
portions will be retained by the City and shall not be paid to Consultant). Only approved travel-
related expenses authorized by a Consultant Service Order will be reimbursed to the
Consultant, in an amount not-to-exceed the agreed-upon amount reflected on the corresponding
Consultant Service Order, and in accordance with City-wide Procedure OD. 20.01 (Travel on
City Business), as may be updated by the City from time to time.
Notwithstanding the above, any Reimbursable Expenses must be authorized, in advance, in
writing, by the Project Administrator. Invoices or vouchers for Reimbursable Expenses shall be
submitted to the corresponding Project Administrator (along with any supporting receipts and
other back-up material required to support the amount invoiced, and as requested by the
corresponding Project Administrator). Consultant shall certify as to each such invoice and/or
voucher that the amounts and items claimed as reimbursable are "true and correct and in
accordance with the Agreement." Only actual amounts incurred and paid (requiring proof of
payment) by the Consultant shall be invoiced, without any markups and/or additions.
4.3 INVOICING
Payments for Services shall be made within forty-five (45) calendar days of receipt and approval
of an acceptable invoice by the Project Administrator. Payments shall be made in proportion to
the Services satisfactorily performed, so that the payments for Services never exceed the
progress percentage noted in the Consultant's Progress Schedule (to be submitted with each
invoice). No mark-up shall be allowed on subcontracted work. In addition to the invoice, the
Consultant shall, for Hourly Rate authorizations, submit a progress report giving the percentage
of completion of the Project and the total estimated fee to completion.
Invoices shall include a detailed description of the Services (or portions thereof) provided, and
shall be submitted to the City at the following address:
City Manager's Office
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
Attn: Naima De Pinedo, Office Manager
RFQ-2017-300-KB Page 3
4.4 ESCALATION
The initial hourly rates shall remain constant for the Initial Term of the agreement. Ninety (90)
days prior to expiration of the Initial Term, the City may consider an adjustment to the preceding
year's unit costs for the subsequent year. Only request for increases based on a corresponding
increase in the Consumer Price Index for All Urban Consumers; U.S. City average (1982-
84=100), as established by the United States Bureau of Labor Statistics ("CPI"), or material
adjustments to the scope or requirements of the RFQ by the City, including (but not limited to)
living wage increases, will be considered. In the event that the City determines that the
requested increase is unsubstantiated, the Consultant agrees to perform all duties at the current
cost terms.
SECTION 5
TERMINATION
5.1 TERMINATION FOR CAUSE
If the Consultant shall fail to fulfill in a timely manner, or otherwise violates, any of the
covenants, agreements, or stipulations material to this Agreement, the City, through its City
Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to
exercising its option to terminate for cause, the City shall notify the Consultant of its violation of
the particular term(s) of this Agreement, and shall grant Consultant ten (10) days to cure such
default. If such default remains uncured after ten (10) days, the City may terminate this
Agreement without further notice to Consultant. Upon termination, the City shall be fully
discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this
Agreement.
Notwithstanding the above, the Consultant shall not be relieved of liability to the City for
damages sustained by the City by any breach of the Agreement by the Consultant. The City, at
its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it
deems to be in its best interest in order to enforce the City's right and remedies against
Consultant. The City shall be entitled to recover all costs of such actions, including reasonable
attorneys' fees.
5.2 TERMINATION FOR CONVENIENCE OF THE CITY
THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS
CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE AGREEMENT AT ANY
TIME DURING THE TERM BY GIVING WRITTEN NOTICE TO CONSULTANT OF
SUCH TERMINATION; WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30)
DAYS FOLLOWING RECEIPT BY THE CONSULTANT OF SUCH NOTICE.
ADDITIONALLY, IN THE EVENT OF A PUBLIC HEALTH, WELFARE OR SAFETY
CONCERN, AS DETERMINED BY THE CITY MANAGER, IN THE CITY MANAGER'S
SOLE DISCRETION, THE CITY MANAGER, PURSUANT TO A VERBAL OR
WRITTEN NOTIFICATION TO CONTRACTOR, MAY IMMEDIATELY SUSPEND THE
SERVICES UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE
ALTERNATIVE, TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE
AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CONSULTANT
SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE
DATE OF TERMINATION; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED
RFQ-2017-300-KB Page 4
FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY
VIRTUE OF, THIS AGREEMENT.
5.3 TERMINATION FOR INSOLVENCY
The City also reserves the right to terminate the Agreement in the event the Consultant is
placed either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of
creditors. In such event, the right and obligations for the parties shall be the same as provided
for in Section 5.2.
SECTION 6
INDEMNIFICATION AND INSURANCE REQUIREMENTS
6.1 INDEMNIFICATION
Consultant agrees to indemnify and hold harmless the City of Miami Beach and its officers,
employees, agents, and contractors, from and against any and all actions (whether at law or in
equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and
costs, for personal, economic or bodily injury, wrongful death, loss of or damage to property,
which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other
wrongful conduct of the Consultant, its officers, employees, agents, contractors, or any other
person or entity acting under Consultant's control or supervision, in connection with, related to,
or as a result of the Consultant's performance of the Services pursuant to this Agreement. To
that extent, the Consultant shall pay all such claims and losses and shall pay all such costs and
judgments which may issue from any lawsuit arising from such claims and losses, and shall pay
all costs and attorneys' fees expended by the City in the defense of such claims and losses,
including appeals. The Consultant expressly understands and agrees that any insurance
protection required by this Agreement or otherwise provided by the Consultant shall in no way
limit the Consultant's responsibility to indemnify, keep and save harmless and defend the City or
its officers, employees, agents and instrumentalities as herein provided.
The parties agree that one percent (1%) of the total compensation to Consultant for
performance of the Services under this Agreement is the specific consideration from the City to
the Consultant for the Consultant's indemnity agreement. The provisions of this Section 6.1 and
of this indemnification shall survive termination or expiration of this Agreement.
6.2 INSURANCE REQUIREMENTS [NOTE: INSURANCE TYPES AND LIMITS BELOW
SHOULD ALWAYS BE SAME AS WHAT WAS SPECIFICED IN BID DOCUMENTS]
The Consultant shall maintain and carry in full force during the Term, the following insurance:
1. Consultant General Liability, in the amount of$1,000,000;
2. Consultant Professional Liability, in the amount of$200,000; and
3. Workers Compensation & Employers Liability, as required pursuant to Florida Statutes.
The insurance must be furnished by insurance companies authorized to do business in the
State of Florida. All insurance policies must be issued by companies rated no less than "B+" as
to management and not less than "Class VI" as to strength by the latest edition of Best's
Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent.
RFQ-2017-300-KB Page 5
All of Consultant's certificates shall contain endorsements providing that written notice shall be
given to the City at least thirty (30) days prior to termination, cancellation or reduction in
coverage in the policy. The insurance certificates for General Liability shall include the City as
an additional insured and shall contain a waiver of subrogation endorsement.
Original certificates of insurance must be submitted to the City's Risk Manager for approval
(prior to any work and/or services commencing) and will be kept on file in the Office of the Risk
Manager. The City shall have the right to obtain from the Consultant specimen copies of the
insurance policies in the event that submitted certificates of insurance are inadequate to
ascertain compliance with required coverage.
The Consultant is also solely responsible for obtaining and submitting all insurance certificates
for any sub-consultants.
Compliance with the foregoing requirements shall not relieve the Consultant of the liabilities and
obligations under this Section or under any other portion of this Agreement.
The Consultant shall not commence any work and or services pursuant to this Agreement until
all insurance required under this Section has been obtained and such insurance has been
approved by the City's Risk Manager.
SECTION 7
LITIGATION JURISDICTIONNENUE/JURY TRIAL WAIVER
This Agreement shall be construed in accordance with the laws of the State of Florida. This
Agreement shall be enforceable in Miami-Dade County, Florida, and if legal action is necessary
by either party with respect to the enforcement of any or all of the terms or conditions herein,
exclusive venue for the enforcement of same shall lie in Miami-Dade County, Florida. By
entering into this Agreement, Consultant and the City expressly waive any rights either party
may have to a trial by jury of any civil litigation related to or arising out of this Agreement.
SECTION 8
LIMITATION OF CITY'S LIABILITY
The City desires to enter into this Agreement only if in so doing the City can place a limit on the
City's liability for any cause of action, for money damages due to an alleged breach by the City
of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000.
Consultant hereby expresses its willingness to enter into this Agreement with Consultant's
recovery from the City for any damage action for breach of contract to be limited to a maximum
amount of$10,000.
Accordingly, and notwithstanding any other term or condition of this Agreement, Consultant
hereby agrees that the City shall not be liable to the Consultant for damages in an amount in
excess of $10,000 for any action or claim for breach of contract arising out of the performance
or non-performance of any obligations imposed upon the City by this Agreement.
RFQ-2017-300-KB Page 6
Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a
waiver of the limitation placed upon the City's liability, as set forth in Section 768.28, Florida
Statutes.
SECTION 9
DUTY OF CARE/COMPLIANCE WITH APPLICABLE LAWS/PATENT RIGHTS; COPYRIGHT;
AND CONFIDENTIAL FINDINGS
9.1 DUTY OF CARE
With respect to the performance of the work and/or service contemplated herein, Consultant
shall exercise that degree of skill, care, efficiency and diligence normally exercised by
reasonable persons and/or recognized professionals with respect to the performance of
comparable work and/or services.
9.2 COMPLIANCE WITH APPLICABLE LAWS
In its performance of the work and/or services, Consultant shall comply with all applicable laws,
ordinances, and regulations of the City, Miami-Dade County, the State of Florida, and the
federal government, as applicable.
9.3 PATENT RIGHTS; COPYRIGHT; CONFIDENTIAL FINDINGS
Any work product arising out of this Agreement, as well as all information specifications,
processes, data and findings, are intended to be the property of the City and shall not otherwise
be made public and/or disseminated by Consultant, without the prior written consent of the City
Manager, excepting any information, records etc. which are required to be disclosed pursuant to
Court Order and/or Florida Public Records Law.
All reports, documents, articles, devices, and/or work produced in whole or in part under this
Agreement are intended to be the sole and exclusive property of the City, and shall not be
subject to any application for copyright or patent by or on behalf of the Consultant or its
employees or sub-consultants, without the prior written consent of the City Manager.
SECTION 10
GENERAL PROVISIONS
10.1 AUDIT AND INSPECTIONS
Upon reasonable verbal or written notice to Consultant, and at any time during normal
business hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized
holidays), and as often as the City Manager may, in his/her reasonable discretion and
judgment, deem necessary, there shall be made available to the City Manager, and/or such
representatives as the City Manager may deem to act on the City's behalf, to audit, examine,
and/ or inspect, any and all other documents and/or records relating to all matters covered by
this Agreement. Consultant shall maintain any and all such records at its place of business at
the address set forth in the "Notices" section of this Agreement.
10.2 [INTENTIONALLY DELETETD]
RFQ-2017-300-KB Page 7
10.3 ASSIGNMENT, TRANSFER OR SUBCONSULTING
Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or
service under this Agreement without the prior written consent of the City Manager, which
consent, if given at all, shall be in the Manager's sole judgment and discretion. Neither this
Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as
approved pursuant to this Section, and any attempt to make such assignment (unless
approved) shall be void.
10.4 PUBLIC ENTITY CRIMES
Prior to commencement of the Services, the Consultant shall file a State of Florida Form PUR
7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes
with the City's Procurement Division.
10.5 NO DISCRIMINATION
In connection with the performance of the Services, the Consultant shall not exclude from
participation in, deny the benefits of, or subject to discrimination anyone on the grounds of
race, color, national origin, sex, age, disability, religion, income or family status.
Additionally, Consultant shall comply fully with the City of Miami Beach Human Rights
Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time,
prohibiting discrimination in employment, housing, public accommodations, and public
services on account of actual or perceived race, color, national origin, religion, sex,
intersexuality, gender identity, sexual orientation, marital and familial status, age, disability,
ancestry, height, weight, domestic partner status, labor organization membership, familial
situation, or political affiliation.
10.6 CONFLICT OF INTEREST
Consultant herein agrees to adhere to and be governed by all applicable Miami-Dade County
Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County
Code, as may be amended from time to time; and by the City of Miami Beach Charter and
Code, as may be amended from time to time; both of which are incorporated by reference as if
fully set forth herein.
Consultant covenants that it presently has no interest and shall not acquire any interest,
directly or indirectly, which could conflict in any manner or degree with the performance of the
Services. Consultant further covenants that in the performance of this Agreement, Consultant
shall not employ any person having any such interest. No member of or delegate to the
Congress of the United States shall be admitted to any share or part of this Agreement or to
any benefits arising therefrom.
10.7 CONSULTANT'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW
(A) Consultant shall comply with Florida Public Records law under Chapter 119, Florida
Statutes, as may be amended from time to time.
(B) The term "public records" shall have the meaning set forth in Section 119.011(12), which
RFQ-2017-300-KB Page 8
means all documents, papers, letters, maps, books, tapes, photographs, films, sound
recordings, data processing software, or other material, regardless of the physical form,
characteristics, or means of transmission, made or received pursuant to law or
ordinance or in connection with the transaction of official business of the City.
(C) Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the
definition of"Contractor" as defined in Section 119.0701(1)(a), the Consultant shall:
(1) Keep and maintain public records required by the City to perform the service;
(2) Upon request from the City's custodian of public records, provide the City with a
copy of the requested records or allow the records to be inspected or copied
within a reasonable time at a cost that does not exceed the cost provided in
Chapter 119, Florida Statutes or as otherwise provided by law;
(3) Ensure that public records that are exempt or confidential and exempt from
public records disclosure requirements are not disclosed, except as authorized
by law, for the duration of the contract term and following completion of the
Agreement if the Consultant does not transfer the records to the City;
(4) Upon completion of the Agreement, transfer, at no cost to the City, all public
records in possession of the Consultant or keep and maintain public records
required by the City to perform the service. If the Consultant transfers all public
records to the City upon completion of the Agreement, the Consultant shall
destroy any duplicate public records that are exempt or confidential and exempt
from public records disclosure requirements. If the Consultant keeps and
maintains public records upon completion of the Agreement, the Consultant shall
meet all applicable requirements for retaining public records. All records stored
electronically must be provided to the City, upon request from the City's
custodian of public records, in a format that is compatible with the information
technology systems of the City.
(D) REQUEST FOR RECORDS; NONCOMPLIANCE.
(1) A request to inspect or copy public records relating to the City's contract for
services must be made directly to the City. If the City does not possess the
requested records, the City shall immediately notify the Consultant of the
request, and the Consultant must provide the records to the City or allow the
records to be inspected or copied within a reasonable time.
(2) Consultant's failure to comply with the City's request for records shall constitute a
breach of this Agreement, and the City, at its sole discretion, may: (1) unilaterally
terminate the Agreement; (2) avail itself of the remedies set forth under the
Agreement; and/or(3) avail itself of any available remedies at law or in equity.
(3) A Consultant who fails to provide the public records to the City within a
reasonable time may be subject to penalties under s. 119.10.
(E) CIVIL ACTION.
(1) If a civil action is filed against a Consultant to compel production of public records
relating to the City's contract for services, the court shall assess and award
against the Consultant the reasonable costs of enforcement, including
reasonable attorney fees, if:
a. The court determines that the Consultant unlawfully refused to comply with
the public records request within a reasonable time; and
b. At least 8 business days before filing the action, the plaintiff provided written
notice of the public records request, including a statement that the
RFQ-2017-300-KB Page 9
Consultant has not complied with the request, to the City and to the
Consultant.
(2) A notice complies with subparagraph (1)(b) if it is sent to the City's custodian of
public records and to the Consultant at the Consultant's address listed on its
contract with the City or to the Consultant's registered agent. Such notices must
be sent by common carrier delivery service or by registered, Global Express
Guaranteed, or certified mail, with postage or shipping paid by the sender and
with evidence of delivery, which may be in an electronic format.
(3) A Consultant who complies with a public records request within 8 business days
after the notice is sent is not liable for the reasonable costs of enforcement.
(F) IF THE CONSULTANT HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN
OF PUBLIC RECORDS AT:
CITY OF MIAMI BEACH
ATTENTION: RAFAEL E. GRANADO, CITY CLERK
1700 CONVENTION CENTER DRIVE
MIAMI BEACH, FLORIDA 33139
E-MAIL: RAFAELGRANADO a MIAMIBEACHFL.GOV
PHONE: 305-673-7411
SECTION 11
NOTICES
All notices and communications in writing required or permitted hereunder, shall be delivered
personally to the representatives of the Consultant and the City listed below or may be mailed
by U.S. Certified Mail, return receipt requested, postage prepaid, or by a nationally recognized
overnight delivery service.
Until changed by notice, in writing, all such notices and communications shall be addressed as
follows:
TO CONSULTANT: Jacobs Engineering Group, Inc.
3150 SW 38TH Avenue
Suite 700
Miami, FL 33146
Attn: Matt Alvarez
Email: Matt.Alvarez(a�iacobs.com
TO CITY: City Manager's Office
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
Attn: Jimmy L. Morales, City Manager
RFQ-2017-300-KB Page 10
With a copy to:
City Manager's Office
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
Attn: Susanne M. Torriente, Assistant City
Manager/Chief Resiliency Officer
Notice may also be provided to any other address designated by the party to receive notice if such
alternate address is provided via U.S. certified mail, return receipt requested, hand delivered, or by
overnight delivery. In the event an alternate notice address is properly provided, notice shall be
sent to such alternate address in addition to any other address which notice would otherwise be
sent, unless other delivery instruction as specifically provided for by the party entitled to notice.
Notice shall be deemed given on the date of an acknowledged receipt, or, in all other cases, on the
date of receipt or refusal.
SECTION 12
MISCELLANEOUS PROVISIONS
12.1 CHANGES AND ADDITIONS
This Agreement cannot be modified or amended without the express written consent of the
parties. No modification, amendment, or alteration of the terms or conditions contained herein
shall be effective unless contained in a written document executed with the same formality and
of equal dignity herewith.
12.2 SEVERABILITY
If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this
Agreement shall not be affected and every other term and provision of this Agreement shall be
valid and be enforced to the fullest extent permitted by law.
12.3 ENTIRETY OF AGREEMENT
The City and Consultant agree that this is the entire Agreement between the parties. This
Agreement supersedes all prior negotiations, correspondence, conversations, agreements or
understandings applicable to the matters contained herein, and there are no commitments,
agreements or understandings concerning the subject matter of this Agreement that are not
contained in this document. Title and paragraph headings are for convenient reference and are
not intended to confer any rights or obligations upon the parties to this Agreement.
[REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK]
RFQ-2017-300-KB Page 11
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by their appropriate officials, as of the date first entered above.
FOR CITY: CITY OF MIAMI BEACH, FLORIDA
ATTEST:
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FOR CONSULTANT: JACOBS ENGINEERING GROUP, INC.
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RFQ-2017-300-KB Page 12
EXHIBIT A
PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND
JACOBS ENGINEERING GROUP, INC.
The Consultant will provide subject matter expertise to the City of Miami Beach for
business case study(s) requested in RFQ No. 2017-300-KB, economic analysis of the
value of our risk reduction investments to address flooding and sea level rise, as
as detailed in the Consultant's proposal. This analysis should explain the risk cost of
inaction (in dollar terms) and the extent to which the risk cost is likely to be reduced as a
result of the city's infrastructure investments (also in dollar terms).
Analysis will also consider the complex relationships between the anticipated reduction
in risk cost and:
• our private property tax base;
• flood insurance (both future FEMA models / FIRM maps and private
market rates);
• the availability and affordability of private property mortgages over
mortgage cycles;
• the city's municipal credit rating and insurance premiums;
• land use issues;
• any other factor that may be pertinent.
The Work would not just explain these interdependent relationships and so help
decision-makers. It will be an evidence-based tool to communicate the city's risk
reduction investment. It will also be a tool for decision-makers which illustrates in
economic terms the best case and worst case scenarios.
C3. Resulting Consultant Service Orders pursuant to this agreement, the City may be
awarded in the following manner:
C3.1. Pilot: The Pilot phase would be an analysis of a completed project or a
sample neighborhood project. This would be a smaller engagement in scope
with quicker results focusing on two risks: the five-year storm in combination with
2060 southeast Florida sea level rise scenarios. This would examine the risks in
two-ways: without any infrastructure improvements and with the current
stormwater intervention. The Pilot would analyze how the inaction and action
may affect the City's property tax base, flood insurance, real estate market and
financial mortgage cycles, and credit ratings.
C3.2. Ongoing: This may include the analysis of additional risks and additional
adaptation investments at a project or program level, that may be an expansion
or continuation of the project in other areas of the City or may be a new scope
altogether. The proposing teams are encouraged to present innovative decision-
making tool(s). The tool(s) should be designed to facilitate a review of
RFQ-2017-300-KB Page 13
engineering and science-based solutions. It should compare the solutions with
the current costs. It should also compare the cost over time and the triple bottom
line value (economic, environmental, social) to the City of Miami Beach in the
short term (5 year), mid-term (10 to 20 year) and long term (30 + years).
Approach 2 would provide the ability for the City to analyze how the inaction and
action may affect the City's property tax base, flood insurance, real estate market
and financial mortgage cycles, and credit ratings, land use issues, or any other
factor that may be pertinent to the Work.
REQ-2017-300-KB Page 14
EXHIBIT B
CONSULTANT SERVICE ORDER
Service Order No. _ for Consulting Services.
TO: JACOBS ENGINEERING GROUP, INC.
PROJECT NAME: Project Name
DATE:
Pursuant to the agreement between the City of Miami Beach and Consultant for Business Case
Analysis of the City of Miami Beach Stormwater Resiliency Program (RFQ No. 2017-300-KB)
you are directed to provide the following services:
SCOPE OF SERVICES:
Per attached proposal dated , to be considered part of this Agreement.
Estimated calendar days to complete this work: Days
Original Service Order Amount: $
Total From Previous Additional Service Orders: $
Fee for this Service Order is Lump Sum/Not to Exceed amount
of:
Total Agreement to Date: $
City's Project Date
Coordinator/Manager
Assistant Director Date Consultant. Date
Project Administrator-Director Date
RFQ-2017-300-KB Page 15
EXHIBIT C
HOURLY BILLING RATE SCHEDULE
RFQ 2017-300-KB Business Case Analysis
Personnel Title Hourly Rates
Accountant $99.00
Adm inistration/Clerical $85.00
Administrative Assistant $103.00
Administrator $116.00
Associate $135.00
Associate Engineer $140.00
Associate Landscape Architect $125.00
Associate Director $126.00
Attorney $172.00
CADD Operator $109.00
CADD/Engineering Technician $103.00
Coastal Scientist $169.00
Construction Specialist 5136.00
Consultant $85.00
Data Analyst 583.00
Deputy Project Manager $96.00
Designer $117.00
CADD Designer $149.00
CADD Manager/Supervisor 5159.00
Director $230.00
Economist $147.00
Engineer $128.00
Engineer/Assistant Engineer $126.00
Engineering Technician $85.00
Field Inspector $98.00
GIS Analyst $92.00
GIS Specialist 5134.00
Hydrologist $166.00
Insurance Expert $255.00
Intern $47.00
Junior Consultant $83.00
Managing Director,Economics $302.00
Managing Director $228.00
Policy Analyst $190.00
Principal 5258.00
Principal Consultant $202.00
Principal Designer $174.00
Principal Engineer $195.00
Principal in Charge $247.00
Principal Economist 5234.00
Principal Engineer/Scientist/Project Mana-
ger, PE or PG 5225.00
RFQ-2017-300-KB Page 16
Professional Support III $156.00
Project Engineer $158.00
Project Landscape Architect 5152.00
Project Manager $180.00
Project Scientist $176.00
Project Engineer/Scientist $162.00
Research Analyst $100.00
Research Economist $138.00
Reseracher $97.00
Scientist/Assistant Scientist $103.00
Senior Accountant $205.00
Senior Attorney $240.00
Senior Construction Specialist $149.00
Senior Consultant $204.00
Senior Director,Economics $280.00 •
Senior Economist $182.00
Senior Engineer $178.00
Senior Field Coordinator $140.00
Senior Landscape Architect $199.00
Senior Principal Designer $186.00
Senior Principal Engineer $203.00
Senior Principal Scientist $204.00
Senior Project Manager $219.00
Senior Technician $184.00
Senior Associate $167.00
Senior Engineer/Scientist,PE or PG $216.00
Senior Engineering Technician $139.00
Senior Principal,PE or PG $189.00
Senior Hydrologist $217.00
Staff Engineer/Scientist/Project Coordinator $134.00
Technician $99.00
Transportation Director $267.00
Vice President $170.00
RFQ-2017-300-KB Page 17
EXHIBIT D
APPROVED SUBCONSULTANTS
None
RFQ-2017-300-KB Page 18
EXHIBIT E
RESOLUTION, COMMISSION ITEM, AND COMMISSION MEMORANDUM
RESOLUTION Na. 201t1a1tas
A FIESOLUTION Of THE MAYOR AND CITY COMMISSION OF THE CITY if
MAI REACT, FLORIDA. ACCEPTING THE RECOMMENDATION OF T)
CITY MANAGER, PURSUANT TO REQUEST FGR OUALWICATIONS ( FQ,
RFQ 2 17$04KB FOR A BUSINESS CASE ANALYSE OF THE CITY OF
MIAMI BEACH STORMWATER RESILIENCY PROGRAM'; AUTHORWINQ THE
ADMINISTRATION TO ENTER RIM NEGOTIATIONS WITH ICF
INCORPORATED,ORATED, LLC, AS THE TOP RANKED PROPOSER, TO SERVE A5
THE CITY`S FRINEftEAD CONSULTANT; FURTHER, ESTABLISHING A
POOL CP PRE.OUAL.IFi0 CONSULTANTS FOR SPECIFIC TASKS
REL ATINQ TO THE CITY'S STOtIi9SWATfR RESBJJENCY PR.OGRAM
BUSINESS CASE ANALYSIS PROJECTS, 004 AN AS-14E0)ED BASIS, AND
WITH RESPECT TO THE PRE OLIALIEIED CONSULTANT POOL
AIYTHORONG THE ADMINISTRATION TO ENTER INTO NED T1ATIONS
WTTH AMEC POSTEFI WHEELER ENVIRONMENT AND INFRASTRUCTURE,
INC,., AS THE SECOND RANKED PROPOSER; AECOM TECHNICAL
SERVICES, INC_, AS THE THIRb RANKE0 PROPOSElt THE BALMORAL
GROUP,AS THE FOURTH RANKED PROPOSER; HAZEN AND SAWYER,AS
THE FIFTH RAI&KED PROPOSER; Clt3M HILL ENGINEERS, INC., AS THE
SIXTH RANKED PROPOSER; AIIIG AR'UP USA. INC., AS THE SEVENTH
RANKED PROPOSER; AND FURTHER ALITHORIDNG THE MAYOR AND
CITY CLERK TO EXECUTE AQREEMENT5 WITH EitrtH OF Tire
FOREGOING PROPOSERS UPON CONCLUSION OF SUCCESSFUL
NEGOTIATIONS WINE ADMINISTRATION.
WHEREAS, On SePteety 13, 2017, Iha City townsmen appm.ed the isauanoe Of
Wigwag for Ouatfloatione IRMO No. 20174C0,10 for likeine s Case Anatole Of The My Of
Mie,i Beach Starnwater Realistic/Program w 1
WHEREAS, Request isor bona No. 2017.004One ;R O) was reamed en
S $.mtor29, ZDIT;and
WHEREAS, a wourtarf preprapose!reestritrg wise Mid err October 10, 2017;end
1HEREAS, cn Naven er 13..2017,the City recePred a total Q#12 pnopole$ and
WHEREAS, on Otwersiber 19 and 20, 2017, an Evaluation (rtlmlIIIN1 cCOT1111111sol
acaxsilied by the CSI Manager. wa LOW 4a Commission 4LTC) No. I)2. -2G17, convened to
consider the responsive praposair received,and
WHEREAS, the Committee was ettevided an NeNiew of the proja eI Women=mtathe
to the Cltyye Coes of SIino+a Ortartent a and the C c aarrinist Sunshine Law,general infennattn
cvi 1t tt arm du:niters,and a copy of aacti proms*and
WHEREAS, the Conttnitlbeb rankihl time et fo0c I'm ICF Incaarperatad, LLC, as tie top
ranked proposer, and v4tt!reaped to Ora peal of prequaIfted conauha is fur stpeci5ed tasks cn
an ast-nsieded basis, recommended Ames Fir wheeler Er 4renment and Infrastructure, km,
at els second rarhesi proposer:AECCA1 Techriaai Sanitizes, Inc., as the third raised ortoceer,
Tha E3alrr ral Groups as the iaurdh ranked Prupceet. Hazen arid Sawyer. as the Rath rericed
prop+deer. CH2M HILL Engineer*. Inc as Ta sbdh ranked proposer, Amp USA, he., as Itie
seventh rartad happier, Raftele Firencial Coneuterft, Ire, es the eighth stead prpposer,
RFQ-2017-300-KB Page 19
HIS Mandl, as the nett milked propas+or; Brtrago, Inc. as the tenth .ranked proposer, tai;
Manage nem Solutions,Inc., se the eleventh ranked prcvNiar, an4 KtetrOY.i-lom and A iocdatms
Ito . as the tirenth ranked proposer and
WHEREAS, after reviewing the qualifications of each fern, ar'+d haying aontidsra4 this
Evatuation Committee's comments sell ranldros, e*Oty Waiver has reccittmar ed that die
Mayer and the City Commtinian acthartne the tinit r tier to enter into naxifstiorts*rah PCF
inocx xrsted, LLC, as the tap Meted prima prowler to Woe as to icialprtms consukant and
yslth rasped to titer, pool of preluaWiea aorrslitants alar specified tasks en an se-nested WOK
authorize nepodettone w th Aff**o Foetia Wheeler ErMrcrrrnwrl and bra, Inc„ u the
world ranked proposer; AECCed Tectncal Services, Inc., as the hitt tanked pec user. The
Bairrvdrai Group. as the faith rsnkii4 prppow„ Hanan end Sawyer, as the #th Medved
proposer, Ci let HILL Engineers, Inc.., as the sistt't ranked weer:and AnAp USA.Inc.,as ttii
severe'ranked proposer.
NOW, THEREFORE, @E IT D+Ut_Y RESOLVt0 >SY THE *MR AND CITY
CONMISSION OF THE CITY OF MAUI BEACH, FLORIDA, that the Mayor and City
Commission Mien wept IN recanme idadon clf ted City hieneQer, pursuer/to Requeet for
q.+wlitrcattarns (RFC No. 2017.3C for Business Cate Arobitie Of The City 1r4 Beath
Sterirmilear RetiPer'cy Programa; a littortza the Ad'rrN*adan to ereff into negolefinne Ira ICF
tricorporred, LLC, as the top ranted proposer, to tient as the cty'e Ptt r 1.s CcemillarE
further, eitatatalt a p>xa of prequaIMd gtartsultarts relatin o the Gar's atarmsraber Issikeey
program business case &WOO prorjette, on an se-needed Cana, and MVtti mama to he pre.
ii,stfled taetir.itar xi:4, author; the Admtratstra'san to enter idol mgctiatians with, Med
kisser Wheeler Environment and Pniratructkra, Inc, ad the aacon+d ted prqcsar, At-CCail
Technkot Ser4kes, Inc„ as the third ranked proposer, The Banna al Group, as tie fount)
ranked prapoaer. Hazen arra Sawyer, se the filth ranked mower; Mal Fri Engineers, Inc...
se the atilt rartkold prC0:441; arse AND IDSA, Inc, as the severrlh ranted iattoter, sod kite(
ac.tiiorire the Mayor and City Clerk to a agisemerot wAttt inch of ttw forsgairc propamars
t.S+Orr=Oaks"of succinart4 negotiations by the A imr istration.
PASSED AND ADOPTED th=. '+ of • • 201S
A.i
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r •
ATTEST: 4.1*;tw, TECHOI
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Rafael . G scict, tt Cleric \-7-4451:1..'-.7-2s/4.y
346-4111!Stems Cam Amami osrw• r.•Rauwilei 0121 ituex
APPlIOVEC AS TO
FCFM&LANI3UAGE
al tri
iib
'sr arm
RFQ-2017-300-KB Page 20
Coversheet Page 1 of
Resolutions-R7.1
M AMI BEACH
COMMISSION MEMORANDUM
TO: Honorable Mayor and Members of the City Commission
FROM: Jimmy L Morales,City Manager
DATE: February 14.2018
SUBJECT:A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA,
ACCEPTING THE RECOMMENDATION 'OF THE CITY MANAGER, PURSUANT TO REQUEST FOR
QUALIFICATIONS(RFQ)NO. RFQ 2017-300-KB FOR A BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI
BEACH STORMWATER RESILIENCY PROGRAM: AUTHORIZING THE ADMINISTRATION TO ENTER INTO
NEGOTIATIONS WITH ICF INCORPORATED,LLC,AS THE TOP RANKED PROPOSER,TO SERVE AS THE CITY'S
PRIME/LEAD CONSULTANT, FURTHER, ESTABLISHING A POOL OF PRE-QUALIFIED CONSULTANTS FOR
SPECIFIC TASKS RELATING TO THE CITY'S STORMWATER RESILIENCY PROGRAM BUSINESS CASE
ANALYSIS PROJECTS,ON AN AS-NEEDED BASIS,AND WITH RESPECT TO THE PRE-QUALIFIED CONSULTANT
POOL,AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH AMEC FOSTER WHEELER
ENVIRONMENT AND INFRASTRUCTURE, INC.. AS THE SECOND RANKED PROPOSER; AECOM TECHNICAL
SERVICES, INC.,AS THE THIRD RANKED PROPOSER THE BALMORAL GROUP.AS THE FOURTH RANKED
PROPOSER;HAZEN AND SAWYER,AS THE FIFTH RANKED PROPOSER CH2M HILL ENGINEERS,INC.,AS THE
SIXTH RANKED PROPOSER:AND ARUP USA, INC,AS THE SEVENTH RANKED PROPOSER:AND FURTHER
AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AGREEMENTS WITH EACH OF THE FOREGOING
PROPOSERS UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION.
RECOMMENDATION
Adopt the Resolution.
ANALYSIS
At the January 2017 Sustainability and Resiliency Committee(SRC),during the Resilience Strategy Work Plan monthly update,
Commissioner Arriola and four additional Commissioners present discussed the need for and requested a data-based business
case study of our stormwater resilience program.Further discussions at SRC included analyzing three locations that have different
characteristics.Staff consulted with 100 Resilient Cities due to expertise and global offerings available to the City as part of this
network. The organization was quite intrigued with our complex request,the first of its kind. Although 100 Resilient Cities did not
have this type of offering within its portfolio, the organization is dosely monitoring how this analysis can support adaptation
investments in coastal cities globally It was concluded that a competitive process would be best to assess the market different
scenarios and seek the best product for the City of Miami Beach. In addition, the business case results,as well as the pool of
qualified firms can be utilized by our 100 Resilient Cities Greater Miami and the Beaches partners: the City of Miami and Miami-
Dade County,and South Florida.
The City solicited proposals from qualified firms that can provide the City with business case analysis(es)of the City's stormwater
infrastructure program upgrades, other resiliency measures,or adaptation strategies(the'Work"). Through this RFQ.the City
intends to select one or more firms that can provide the City with resiliency related business case analysis(es)as requred.The
business case study(ies)requested include economic analysis(es)of the value of our risk reduction investments to address
flooding and sea level rise. This analysis should explain the risk cost of inaction(in dollar terms)and the extent to which the risk
cost is likely to be reduced as a result of the city's infrastructure investments(also in dollar terms). The Work may consider the
complex relationship and impact(s)among City investments(that reduce risk to flooding and sea level rise)to the City's property
tax base,food insurance,real estate market and financial mortgage cycles,and City credit ratings,land use issues,or any other
factor that may be pertinent to the Work.
To meet the City's needs for business case analysis(es)of the City's stormwater infrastructure program upgrades,other resiliency
measures,or adaptation strategies,by means of this RFQ the City seeks to contract for the following:
1 Prime Consultant(s).The City may make an award to qualified consultant(s)that can act in the capacity of the City's prime
consultant for business case analysis(es) of the City's stormwater infrastructure program upgrades, other resiliency
measures,or adaptation strategies The Consultant must have a team of qualified individuals who can guide the City of Miami
Beach through the decision-making process to develop business case analysis(es)of the City's stormwater infrastructure
program upgrades,other resiliency measures,or adaptation strategies.While the City intends to make an award to a single
consultant, it reserves its right to award to multiple consultants if it deems it is in its best interest. Additionally, the City
reserves the right to engage other consultants,either through option 2 below or through other means,to assist the City in its
development of business case analysis(es) of the City's stormwater infrastructure program upgrades, other resiliency
measures,or adaptation strategies
1. Pool of Pm-qualified Consultants.Additionally,do assist with smaller engagements relating to business case analysis(es)of
the City's stormwater infrastructure program upgrades,other resiliency measures,or adaptation strategies(or related needs),
the City intends to create a continuing pool of prequalified consultants(not selected in Option 1 above) Firms that submit a
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proposal pursuant to the RFQ, and who are deemed to be responsive,responsible and best qualified may be eligible to
participate in the conbnuing pod of pre-qualified consultants.The firms included in the continuing pool will also be eligible to
participate as sub-consultants to the prime consultant on applicable prcjects at the discretion of the City Manager
The City requested proposals from qualified firms to provide business case analysis(es)of the City's stormwater infrastructure
program upgrades,other resiliency measures.or adaptation strategies
RFQ PROCESS
On September 13,2017, the City Commission approved the issuance of Request for Qualifications(RFQ)No.2017300-KB for
Business Case Analysis of The City of Miami Beach Stormwater Resiliency Program. On September 29,2017, the RFQ was
issued.The Procurement Department issued solicitation notices to 1644 firms utilizing www publicpurchase.com. 111 prospective
proposers accessed the advertised solicitation A voluntary pre-proposal conference to provide information to the proposers
submitting a response was held on October 10.2017. RFQ responses were due and received on November 13,2017. The City
received a total of 12 proposals.The City received proposals from the following firms
• AECOM Technical Services,Inc.
• Amec Foster Wheeler Environment and Infrastructure,Inc.
-Arup USA,Inc.
• Brizaga,Inc.
• CH2M HILL Engineers,Inc.
• Hazen and Sawyer
• ICF Incorporated,L.L.C.
• ISH Markit
• Kimley-Horn and Associates.Inc.
• Raftelis Financial Consultants,Inc.
• Risk Management Solutions,Inc.
• The Balmoral Group
On October 31, 2017 the City Manager appointed the Evaluation Committee via LTC#529-2017. The Evaluation Committee
convened on December 19 and 20,2017 to consider proposals received.The committee was comprised of Sonia Bridges,Division
Director, Risk Management Division,City of Miami Beach;Roy Coley,Assistant Director, Public Works Administration,City of
Miami Beach:Amy Knowles,Deputy Resiliency Officer,City Manager's Office,City of Miami Beach;Chns Rose,Chief Financial
Officer, City of Miami;John Woodruff,Chief Financial Officer, Finance Department,City of Miami Beach. The Committee was
provided an overview of the project information relative to the City's Cone of Silence Ordinance and the Government Sunshine
Law. The Committee was also provided with general information on the scope of services, a copy,of each proposal, and a
presentation by each proposing firm. The Committee was instructed to score and rank each proposal pursuant to the evaluation
criteria established in the RFQ.The evaluation process resulted in the ranking of proposers as indicated in Attachment A, in the
following order
1. ICF Incorporated LLC
-2. Amec Foster Wheeler Environment and Infrastructure,Inc
3. AECOM Technical Services,Inc
4. The Balmoral Group
5. Hazen and Sawyer
6. CH2M HILL Engineers,Inc.
7. Arup USA,Inc
8. Raftelis Financial Consultants.Inc.
9 IHS Markit
10. Brizaga,Inc.
11. Risk Management Solutions,Inc.
12. Kimley-Horn and Associates,Inc.
A summary of each top-ranked firm,based on the information provided in each firm's proposal,follows:
ICF Incorporated LLC
ICF has assembled a multidisciplinary team to provide the City of Miami Beach with an innovative approach to business case
analyses of the City's stormwater infrastructure program upgrades.other resiliency measures,and adaptation strategies.This will
help Miami Beach make cost-effective investments to ensure it can continue to thrive and be a world-class home for residents,
businesses,and visitors despite the risks from sea level rise Ther team brings local,regional,and national expertise in economic
analysis, cost-benefit analysis, nsk modeling, risk management, insurance, and climate adaptation, as well as in-depth
understanding of Miami Beach's vulnerability to sea level rise,local characteristics,and past resiliency efforts.ICF regularly works
with both public and private sector clients to manage climate asks and inform decision making regarding assets,services.planning,
and investments. The.multidisciplinary team is able to deliver practical solutions to decision makers using a holistic view of
environmental,social,and environmental considerations. To support this type of work,they have cultivated a distinguished in-
house team of scientists. economists, engineers, sector specialists, and risk management experts. They offer a pragmatic
approach to business case analysis that considers complex relationships and supports real-world decision making
Their work in this space has been recognized for 6 years straight by the Environmental Business Journal and the Climate Change
Business Journal. In 2016, ICF received an award in the area of"Advancing Best Practices: Climate Change Adaptation and
Resdiency"for their work to support climate risk assessment and management for the energy sector through work for the U.S.
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Department of Energy and four major utilities.They will bnng this experience and proven track-record of innovation to help Miami
Beach make complex investment decisions to increase their resiliency
Amec Foster Wheeler Environment and Infrastructure,Inc.
Their firm is a multidisciplinary,global engineering firm with 11 offices throughout Florida.including their Miami Lakes office located
about 20 miles from the City of Miami Beach.Their South Florida offices have been serving the region for more than five decades
They understand the scope of work under this contract includes consulting services in the areas of sustainablity. resiliency,
adaptation strategies,and risk management/mitigation.
Amec Foster Wheeler is a worldwide provider of sustainablity and resilience services with established offices and dedicated
professionals in South Florida, the state, and the Southeast region. Their firm, in partnership with Impact Infrastructure, Inc.,
recently completed a"Resilience Return on Investment'framework for the global Arup/Uoyds Register Foundation Resilience Shift
Program,which will be directly applied to this project They have also provided resiliency and sustainability services to the City of
Miami Beach through their work with the Miami Beach"Rising Above Resilience"Strategy Workshop which provided them with a
working knowledge of the City's resilience strategy and key stakeholders.In the aftermath of Hurricane Irma.Amec Foster Wheeler
is assisting Morroe County by providing damage assessment services to assist with FEMA Public Assistance and Recovery
operations. They are also providing resilience rebuilding and adaptation support in the U S Virgin Islands and flood
vulnerability/adaptation support for the City of Paris.As an international leader in climate change vulnerability assessment and
adaptation/resiliency planning,they understand the value in being proactive and anticipating future needs Amec Foster Wheeler
has been providing specialized climate change services for more than 20 years around the world for government and international
agencies Their Sustainability and Climate Change Resiliency Practice Area,a subset of the Envronment&Infrastructure division,
provides clients with drect access to a range of world-class experts.
AECOM Technical Services.Inc.
AECOM understands the City desires to continue advancing implementation of its Stormwater Resiliency Program and is seeking
consulting services to conduct business case analyses of the City's stormwater infrastructure program upgrades.other resiliency
measures, or adaptation strategies AECOM offers cities the depth of resources and insight with the breadth of expertise, to
partner and assist them in furthering they goals They draw on their diverse skills and services across the company to help make
cities better places in which to live,do business and coexist with nature.They have worked with numerous cities across the country
and globally in assessing climate change vulnerability,developing practical solutions,and putting those solutions into action. With
a seamless integration of many disciplines, AECOM helps clients build understanding of how to approach, understand, and
maximize the returns to their investments in resilient strategies. They work with governments, private corporations and public
sector clients on infrastructure and resilience,and thus understand the challenges from many perspectives.
For several years.AECOM has supported Miami Beach's Resiliency Program by helping the City evaluate and develbp measures
to combat the effects of sea level rise The key objective has been to create a more resilient community.Ther support has helped
the City create and execute an encompassing roadmap for analysis and action.This work has included review of the City's land
development and building codes and recommended actions to improve resilience;assisting in the adoption of revised ordinances;
strengthening the City's programs as part of the FEMA Community Rating System (CRS) to reduce insurance costs: and
assessment of the vulnerabilities and strengths of the City's assets to sea level rise A key outcome has been the Guidance
Document on Sea Level Rise Vulnerability, which includes the Adaptation Decision-Making Assessment and Planning Tool
(ADAPT).This tool provides the City with consolidated information and processes to use for building resilience strategies into City
operations and capital investment decisions.
The Balmoral Group
When The Balmoral Group was established in 2004.their goal was to assist Florida to develop smarter by combining engineering
and economics to provide sound policy and guidance by working on protects such as this one. As one of Florida's leading
economics firms.The Balmoral Group was selected in 2011 to develop a prototype coastal resiliency cost-benefit analysis to be
used throughout the state The firm then used this knowledge,along with ther state-leading hedonic modelling skills to be selected
to perform similar services for the State of New South Wales in Australia.
The Balmoral Group has exceptional experience in economic analysis, cost-benefit analysis, risk modeling. risk management
advisory services,and finance—including lending and insurance underwriting in the context of real estate They are familiar with
the City's unique situation with regard to its development patterns and elevation/topography/water storage challenges.They are
also keenly aware of the City's formidable efforts to manage the risks the City faces from sea level nse through selected elevation
of infrastructure, installing of mater pumps and retrofitting stormwater systems to accommodate rising sea levels and prevent
back low.Due to their strong background in the coastal space,they work dosely with subject matter experts in coastal engineering
and hydrogeology,civil engineering, construction and real estate development, and policy development.They"know what they
don't know",and tap experts that are respected by their staff and their clients to ensure their assumptions and logic are sound and
defensible.For this reason,their business cases withstand scrutiny and the test of time.
Hazen and Sawyer
The Hazen team has extensive experience in the development of innovative tools to support decision-making across the
government,private,and public sectors.Team member RAND is a Strategy partner withlOOResiient Cities and pioneered Robust
Decision-Making(RDM)tools and frameworks for systematically evaluating and mitigating coastal vulnerabilities to future threats
and hazards. They have successfully applied RDM methodologies to a wide range of coastal communities including Southeast
Florida, New Orleans,New York City,and San Francisco.As a part of thelOOResilient Cities initiative in South Florida, RAND
researchers used RDM methods to help prepare for climate change risks in Miami Dade and Broward Counties.The project utilized
two USGS groundwater models to develop an integrated modeling framework for understanding and adapting water management
practices under uncertain,long-term climatic and land use futures.
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The Hazen team has been working on similar projects in the region and is familiar with the unique challenges of South Florida.
Whether considering the highly transmissive subsurface of thee ground or the extremely flat topography.their team has recently
worked on projects similar to those in Miami Beach,including studies for the Cities of Coral Gables,Hialeah.and Fat Lauderdale
These studies demonstrate their vast understanding of the potential climate change impacts to Southeast Florida and have
resulted in their development of a database of mitigation efforts to adapt to the evolving environment.Their adaptation strategies
concentrate on maintaining the high level of flood protection to their communities at a sustainable investment rate Hazen
continues to be a leader in efforts, both locally in South Florida and in vulnerable locations elsewhere in the United States, to
understand and anticipate the risks to infrastructure posed by sea level rise and climate change and to recommend sustainable.
cost-effective incremental adaptation strategies to help mitigate the risk. They MI work with the City to provide business case
analysis to provide a more resilient future for the City.
CH2M HILL Engineers,Inc.
CH2M fully supports and embraces the City's goal of developing cost effective.resilient and robust infrastructure systems in an
environmentally responsible manner that also provides value to the community through risk reduction,as embodied in the Miami
Beach Rising Above campaign.Ther world dass experience—both in South Florida and around the globe—provides the industry
leadership and local knowledge that are essential for the development and maintenance of food protectionfstormwater
infrastructure that MI serve the City reliably and cost-effectively for many years to come through being adaptable to future sea
level rise scenarios.
Demonstrating the world-class expertise CH2M brings to the City,they have a long,consistent history of leading the industry in the
provision of stormwater,water,and wastewater-related services. Their expertise in these areas include economic analysis,cost
benefit analysis, nsk based asset management insurance, and strategic financing for all aspects of infrastructure investment
projects as part of their comprehensive planning,design,construction and operations and maintenance practice.
CH2M leads the professional services industry delivenrg sustainable solutions benefiting societal,environmental and economic
outcomes through the planning,design and development of infrastructure utilizing innovative techniques and tools They provide
consulting, design,engineering and management services for clients in water,envronrnent nuclear; transportation;energy and
industrial markets They are ranked among the World's Most Ethical Companies and top firms in environmental consulting and
program management,CH2M in 2016 became the first professional services firm honored with the World Environment Center Gold
Medal Award for efforts advancing sustainable development
Aruo USA.Inc.
Arup has a reputation for delivering innovative projects with creativity and passion. The firm's inventive spark and intellectual
independence has been there from the very beginning,when Arup first came to the world's attention with the structural design of
the Sydney Opera House. Drawing from the beliefs and convictions,they take immense pride in producing practical solutions to
complex challenges.This is supported through considerable internal research investment directed by thee own Amp University
and Foresight&Innovation groups.They are at the heart of many of the world's most prominent projects in the built environment
and have an open culture,which encourages dissemination of information across their firm.From 92 offices in 40 countries,Arup's
13.000 engineers,planners,designers,and consultants deliver innovative projects across the world with creativity and passion.
Amp has also been a global leader in resilience for many years, including their long-term partnership with the Rockefeller
Foundation to develop the City Reslience Framework and City Reslience Index that form the basis for the 100RC program.They
also developed the Climate Risk and Adaptation Framework and Taxonomy(CRAFT)for C40,which forms the basis for city
resilience reporting for the Compact of Mayors.Amp's leadership in these global efforts will help guide their work on this scope,
and ensure that this work is consistent and supportive of the City of Miami Beach's role as a national leader in preparing for climate
change.
They have deep project expertise in terms of both scale and geographies,as well as sectors and infrastructure types.Their client
portfolio includes Government Bodies/Promoters, Concession Bidders/Concessionaires, Bank Lenders, Credit Rating Agencies
and Financial Institutions,Operators and Regulators They understand the perspective and requirements of promoters,bidders and
lenders They have combined their climate and engineering expertise to develop climate resilience solutions on a number of
scales,representatives of which are detailed in the projects section and staff resumes.
CONCLUSION
The City received a robust response to the RFQ,with 12 firms responding.As previously noted,the intent of the RFQ was to award
a prime consultant that could be the City's lead in the analyses,as well as award a pool of qualified consultant to be used on an as
needed basis for other engagements relating to the scope of the work as described in the RFQ_The consultants will serve as an
extension of staff to help answer the complex questions of emerging climate change adaption.
After reviewing all the submissions and the results of the evaluation process. I recommend ICF Incorporated, the top-ranked
proposer, as the prime consultant. After discussing with staff, it is dear that ICF,based on its prior experience and its multi-
disciplinary team,ICF is extremely well qualified to lead the City in this engagement ICF has responded with a multi-disciplinary
team that has a very broad range of experiences relating to the scope of the RFQ,including(among other factors):experience
with the 100 Resilient Cities organization;a top risk modeling firm as its partner;and extensive local knowledge,including team
members from Florida Atlantic University and other local participants,covering both the analytical and the unique South Florida
perspective.The ICF Team specifically brings
• ICF: Interdisciplinary team experienced.in business case analysis,include climate change risk,and cost and benefit analysis
•AIR Worldwide.Advanced risk modeling,recently selected by FEMA to inform federal lood risk analyses
• Kimley-Horn:municipal infrastructure design and urban planning
• FAU Center for Environmental Studies'economic assessments of ecosystem values
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• Bnzaga,Inc:local expertise in communicating sea level nse risks and adaptation strategies
Additionally,regarding the establishment of a pool of pre-qualified consultants,while it is in the City's best interest to maintain a
relatively large pool of potential consultant to assure that the City's,need for services in the future is met it is unlikely that the City
well need 12 firms.I have reviewed the proposals submitted and the results of the Evaluation Committee process for the remaining
firms. In doing so,I note that the City is fortunate to have had so many qualified firms respond to the RFC). In determining the
number of firms to recommend for the pool of consultant I recommend Amec Foster Wheeler Environment and Infrastructure,Inc.,
as the second ranked proposer,AECOM Technical Services,Inc.,as the third ranked proposer:The Balmoral Group,as the fourth
ranked proposer;Hazen and Sawyer.as the fifth ranked proposer;CH2M HILL Engineers,Inc.,as the sixth ranked proposer:and
Amp USA.Inc.,as the seventh ranked proposer Including these six firms will capture each evaluation committee member's top
two rankings.While the remaining firms ranked 8th!trough 12th are well qualified in Per own nght none was ranked higher than
fourth place by any evaluation committee member Additionally,some of these firms are already included as part of the teams
submitted by the recommended prime consultant and others already have contracts with the City through which the City could
request services should the need arise.
Therefore,I recommend that the Mayor and City Commission approve the Resolution aulhonzing the Administrabon to enter into
negotiations with ICF Incorporated, LLC. as the top ranked proposer, to serve as the City's PnmelLead Consultant; further.
establish a pod of pm-qualified consultants relating to the City's stonnwater resiliency program business case analysis projects.on
an as-needed basis,and with respect to the pre-qualified consultant pool,authorize the Adminstration to enter into negotiations
with Amec Foster Wheeler Environment and Infrastructure,Inc.,as the second ranked proposer,AECOM Technical Services,Inc.,
as the third ranked proposer,The Balmoral Group,as the fourth ranked proposer,Hazen and Sawyer,as the filth ranked proposer
CH2M HILL Engineers, Inc., as the sixth ranked proposer, and Amp USA, Inc.,as the seventh ranked proposer, and further
authonze the Mayor and City Clerk to execute agreements with each of the foregoing proposers upon condusion of successful
negotiations by the Administration
Further, I recommend that three locations be selected for analyses, with the following different characteristics: one that is
substantially completed,a second that is primarily residential,and a third with business activity. The location details,scope.and
timeline would be further discussed through negotiations with the selected Pnme/Lead Consultant and the consultant pod, as
applicable.
KEY INTENDED OUTCOMES SUPPORTED
Ensure Reliable Stormwater Management And Resiliency Against Flooding By Implementing Select Short And Long-Term Solutions
Including Addressing Sea-Level Rise
FINANCIAL INFORMATION
The cost of the related services,determined upon successful negotiations,are subject to funds availability approved through the
City's budgeting process. Grant funding will not be utilized for this project.
Legislative Tracking
Office of the City Manager/Procurement
ATTACHMENTS:
Description
0 Attachment A.Evaluation Committee Sconna and Ranking
❑ Resolution
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EXHIBIT F
REQUEST FOR QUALIFICATIONS (RFQ)
RFQ-2017-300-KB Page 26
REQUEST FOR QUALIFICATIONS (RFQ)
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY
PROGRAM
2017-300-KB
RFQ ISSUANCE DATE:SEPTEMBER 29, 2017
STATEMENTS OF QUALIFICATIONS DUE: NOVEMBER 13, 2017 @ 3:00 PM
ISSUED BY:
MIAMI BEACH
KRISTY BADA, CONTRACTING OFFICER III
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor, Miami Beach, FL 33139
305.673.7000 x 6218 I kristybada@miamibeachfl.gov www.miamibeachfl.gov
RFQ-2017-300-KB Page 27
v_
TABLE OF CONTENTS
SOLICITATION SECTIONS: PAGE
0100 NOT UTILIZED N/A
0200 INSTRUCTIONS TO RESPONDENTS&GENERAL CONDITIONS 3
0300 SUBMITTAL INSTRUCTIONS&FORMAT 13
0400 EVALUATION PROCESS 15
APPENDICES: PAGE
APPENDIX A RESPONSE CERTIFICATON,QUESTIONNAIRE AND AFFIDAVITS 17
APPENDIX B "NO BID"FORM 24
APPENDIX C MINIMUM REQUIREMENTS&SPECIFICATIONS 26
APPENDIX D SPECIAL CONDITIONS 29
APPENDIX F INSURANCE REQUIREMENTS 32
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SECTION 0200 INSTRUCTIONS TO RESPONDENTS&GENERAL CONDITIONS
1.GENERAL.This Request for Qualifications(RFQ)is issued by the City of Miami Beach,Florida(the'City"),as the
means for prospective Proposer to submit their qualifications, proposed scopes of work and cost Statement of
Qualifications(the'proposal")to the City for the City's consideration as an option in achieving the required scope of
services and requirements as noted herein. All documents released in connection with this solicitation,including all
appendixes and addenda,whether included herein or released under separate cover,comprise the solicitation,and
are complementary to one another and together establish the complete terms, conditions and obligations of the
Proposer and,subsequently,the successful proposer(s)(the"contractor[s]")if this RFQ results in an award.
The City utilizes PublicPurchase (www.publicpurchase.com) for automatic notification of competitive solicitation
opportunities and document fulfillment, including the issuance of any addendum to this RFQ. Any prospective
proposer who has received this RFQ by any means other than through PublicPurchase must register immediately
with PublicPurchase to assure it receives any addendum issued to this RFQ. Failure to receive an addendum
may result in disqualification of proposal submitted.
2.PURPOSE.
The City is soliciting proposals from qualified firms that can provide the City with business case analysis(es)of the
City's stormwater infrastructure program upgrades,other resiliency measures,or adaptation strategies(the°Work').
Through this RFQ, the City intends to select one or more firms that can provide the City with resiliency related
business case analysis(es)as required. The business case study(ies) requested include economic analysis(es)of
the value of our risk reduction investments to address flooding and sea level rise. This analysis should explain the
risk cost of inaction (in dollar terms)and the extent to which the risk cost is likely to be reduced as a result of the
city's infrastructure investments (also in dollar terms). The Work may consider the complex relationship and
impact(s) among City investments (that reduce risk to flooding and sea level rise) to the City's property tax base,
flood insurance, real estate market and financial mortgage cycles, and City credit ratings, land use issues, or any
other factor that may be pertinent-to the Work.
Additionally, the terms 'FIRM", °PROPOSER", "CONSULTANT', "PRIME PROPOSER' or "TEAM" are used
interchangeably and shall refer to the firm that will contract with the City for the development and implementation of
the project. Additional detail and project description is provided in the attached Minimum Requirements and
Specifications Section(Appendix C).
The City may,after considering proposals received,award contracts for services to a prime consultant(s),as well as
create a continuing pool of prequalified consultants,as follows:
1. Prime Consultant(s).The City may make an award to qualified consultant(s)that can act in the capacity of the
City's prime consultant for business case analysis(es) of the City's stormwater infrastructure program
upgrades,other resiliency measures,or adaptation strategies.The Consultant must have a team of qualified
individuals who can guide the City of Miami Beach through the decision-making process to develop business
case analysis(es) of the City's stormwater infrastructure program upgrades, other resiliency measures,or
adaptation strategies. While the City intends to make an award to a single consultant,it reserves its right to
award to multiple consultants if it deems it is in its best interest Additionally,the City reserves the right b
engage other consultants, either through option 2 below or through other means, to assist the City in its
development of business case analysis(es)of the City's stormwater infrastructure program upgrades,other
resiliency measures,or adaptation strategies.
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2. Pool of Pre-qualified Consultants.Additionally,to assist with smaller engagements relating to business case
analysis(es) of the City's stormwater infrastructure program upgrades, other resiliency measures, or
adaptation strategies (or related needs), the City intends to create a continuing pool of prequalified
consultants (not selected in Option 1 above). Firms that submit a proposal pursuant to the RFQ,and who
are deemed to be responsive,responsible and best qualified may be eligible to participate in the continuing
pool of pre-qualified consultants. The firms included in the continuing pool will also be eligible to participate
as sub-consultants to the prime consultant on applicable projects at the discretion of the City Manager.
The process for considering qualifications proposals shall be as follows:
1. City will consider proposals received on or before the due date.
2. All responsive proposals will be submitted to the Evaluation Committee appointed by the City Manager for
evaluation in accordance with the criteria established herein. Proposals deemed non-responsive will not be
considered by the Evaluation Committee.
3. The City Manager will consider the results of the Evaluation Committee process and may recommend, in
accordance with Section 19 below,one(1)or more Proposers to be short-listed by the City Commission to
enter into contract negotiations.
4. The City intends to contract with a single prime proposer,but reserves its rights to contract with additional
prime proposers,in accordance with Subsection 2.1 above.
5. Other responsive, responsible and best qualified Proposers may be eligible for the continuing pool of
prequalified consultants in accordance with Subsection 2.2 above.
GIVEN THAT TIE CITY INtEM)S TO AWARD A PRIME CONSULTANT AND ALLOW OTHER RESPONSNE,
RESPONSELE AND QUALIFIED PROPOSERS TO BE INCLUDED W A CONTINUING POOL OF
PREQUALIFIED CONSULTANTS,ALL QUALIFIED FIRMS ARE STRONGLY ENCOURAGED TO RESPOND TO
THS RFQ. . -
3.SOLICITATION TIMETABLE.The tentative schedule for this solicitation is as follows:
Solicitation Issued September 29,2017
Pre-Submittal Meeting October 10,2017 at 9:30am
Deadline for Receipt of Questions November 3,2017 at 5:00pm
Responses Due November 13,2017 at 3:00pm
Evaluation Committee Review TBD
Proposer Presentations TBD
Tentative Commission Approval TBD
Contract Negotiations Following Commission Approval
4.PROCUREMENT CONTACT.Any questions or clarifications concerning this solicitation shall be submitted to the
Procurement Contact noted below:
Prowremenl Con lad: Telephone. Emai.
Kris Bada 305-673-7490 kris bada•tmiarrubeach fl.•ov
additionally, the City Clerk .s :o be cc !ed on all communications via e-mail at: RafaelGranacc(cD—lamibeacrfl cov.
or via facsimile:786-394-4155
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The Bid title/number shall be referenced on all correspondence. All questions or requests for clarification must be
received no later than ten(10)calendar days prior to the date proposals are due as scheduled in Section 0200-3. All
responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum.
5.PRE-PROPOSAL MEETING OR SITE VISIT(S).Only if deemed necessary by the City,a pre-proposal meeting or
site visit(s)may be scheduled.
A Pre-PROPOSAL conference will be held as scheduled in Anticipated RFQ Timetable section above at the
following address:
City of Miami Beach
Procurement Department
Conference Room
1755 Meridian Avenue,301 Floor •
Miami Beach,Florida 33139
Attendance (in person or via telephone) is encouraged and recommended as a source of information, but is not
mandatory. Proposers interested in participating in the Pre-Proposal Submission Meeting via telephone must follow
these steps:
(1)Dial the TELEPHONE NUMBER: 1-888-270-9936(Toll-free North America)
(2)Enter the MEETING NUMBER:5804578
Proposers who are interested in participating via telephone should send an e-mail to the contact person listed in this
RFQ expressing their intent to participate via telephone.
6. PRE-PROPOSAL INTERPRETATIONS. Oral information or responses to questions received by prospective
Proposers are not binding on the City and will be without legal effect, including any information received at pre-
submittal meeting or site visit(s). The City by means of Addenda will issue interpretations or written addenda
clarifications considered necessary by the City in response to questions. Only questions answered by written
addenda will be binding and may supersede terms noted in this solicitation. Addendum will be released through
PublicPurchase. Any prospective proposer who has received this RFQ by any means other than through
PublicPurchace must register immediately with PublicPurchase to assure it receives any addendum issued to this
RFQ. Failure to receive an addendum may result in disqualification of proposal. Written questions should be
received no later than the date outlined in the Anticipated RFQ Timetable section.
7.CONE OF SILENCE. This RFQ is subject to,and all proposers are expected to be or become familiar with, the
City's Cone of Silence Requirements, as codified in Section 2-486 of the City Code. Proposers shall be solely
responsible for ensuring that all applicable provisions of the City's Cone of Silence are complied with,and shall be
subject to any and all sanctions, as prescribed therein,including rendering their response voidable, in the event of
such non-compliance. Communications regarding this solicitation are to be submitted in writing to the Procurement
Contact named herein with a copy to the City Clerk at rafaelgranado@miamibeachfi.gov.
8. SPECIAL NOTICES. You are hereby advised that this solicitation is subject to the following
ordinances/resolutions, which may be found on the City Of Miami Beach website:
http://web.miamibeachfl.gov/procurement/scroll.asox?id=79113 .
• CONE OF SILENCE CITY CODE SECTION 2-486
• PROTEST PROCEDURES.. CITY CODE SECTION 2-371
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• DEBARMENT PROCEEDINGS CITY CODE SECTIONS 2-397 THROUGH 2-485.3
• LOBBYIST REGISTRATION AND DISCLOSURE OF FEES CITY CODE SECTIONS 2-481 THROUGH 2-406
• CAMPAIGN CONTRIBUTIONS BY VENDORS CITY CODE SECTION 2-487
• CAMPAIGN CONTRIBUTIONS BY LOBBYISTS ON PROCUREMENT ISSUES CITY CODE SECTION 2-488
• REQUIREMENT FOR CITY CONTRACTORS TO PROVIDE EQUAL BENEFITS FOR CITY CODE SECTION 2-373
DOMESTIC PARTNERS
• LIVING WAGE REQUIREMENT CITY CODE SECTIONS 2-407 THROUGH 2-410
• PREFERENCE FOR FLORIDA SMALL BUSINESSES OWNED AND CONTROLLED BY CITY CODE SECTION 2-374
VETERANS AND TO STATE-CERTIFIED SERVICE-DISABLED VETERAN BUSINESS
ENTERPRISES
• FALSE CLAIMS ORDINANCE CITY CODE SECTION 70300
• ACCEPTANCE OF GIFTS,FAVORS 8 CITY CODE SECTION 2-449
SERVICES
9. PUBLIC ENTITY CRIME. A person or affiliate who has been placed on the convicted vendor list following a
conviction for public entity crimes may not submit a bid on a contract to provide any goods or services to a public
entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or
public work,may not submit bids on leases of real property to public entity,may not be awarded or perform work as
a contractor, supplier, sub-contractor, or consultant under a contract with a public entity, and may not transact
business with any public entity in excess of the threshold amount provided in Sec. 287.017,for CATEGORY TWO
for a period of 36 months from the date of being placed on the convicted vendor list.
10.COMPLAINCE WITH THE CITY'S LOBBYIST LAWS. This RFQ is subject to,and all Proposers are expected to
be or become familiar with, all City lobbyist laws.Proposers shall be solely responsible for ensuring that all City
lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including,
without limitation,disqualification of their responses,in the event of such non-compliance.
11.DEBARMENT ORDINANCE: This RFQ is subject to,and all proposers are expected to be or become familiar
with,the City's Debarment Ordinance as codified in Sections 2-397 through 2-406 of the City Code.
12. WITH THE CITY'S CAMPAIGN FINANCE REFORM LAWS. This RFQ is subject to, and all Proposers are
expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487
through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of •
the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as
prescribed therein,including disqualification of their responses,in the event of such non-compliance.
13.CODE OF BUSINESS ETHICS. Pursuant to City Resolution No.2000-23879,the Proposer shall adopt a Code of
Business Ethics ("Code") and submit that Code to the Procurement Department with its response or within five(5)
days upon receipt of request The Code shall, at a minimum, require the Proposer, to comply with all applicable
govemmental rules and regulations including,among others,the conflict of interest,lobbying and ethics provision of
the City of Miami Beach and Miami Dade County.
14.AMERICAN WITH DISABILITIES ACT(ADA). Call 305-673-7490 to request material in accessible format;sign
language interpreters(five(5)days in advance when possible),or information on access for persons with disabilities.
For more information on ADA compliance, please call the Public Works Department, at 305-673-7000, Extension
2984.
15. POSTPONEMENT OF DUE DATE FOR RECEIPT OF PROPOSALS.The City reserves the right to postpone
the deadline for submittal of proposals and will make a reasonable effort to give at least three (3) calendar days
written notice of any such postponement to all prospective Proposers through PublicPurchase.
16. PROTESTS. Proposers that are not selected may protest any recommendation for selection of award in
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accordance with eh proceedings established pursuant to the City's bid protest procedures,as codified in Sections 2-
370 and 2-371 of the City Code (the City's Bid Protest Ordinance). Protest not timely made pursuant to the
requirements of the City's Bid Protest Ordinance shall be barred.
17.NOT USED.
18.VETERAN BUSINESS ENTERPRISES PREFERENCE.Pursuant to City Code Section 2-374,the City shall give
a preference to a responsive and responsible Proposer which is a small business concern owned and controlled by a
veteran(s) or which is a service-disabled veteran business enterprise,and which is within five percent(5%) of the
lowest responsive, responsible proposer, by providing such proposer an opportunity of providing said goods or
contractual services for the lowest responsive proposal amount (or in this RFQ, the highest proposal amount).
Whenever,as a result of the foregoing preference, the adjusted prices of two(2) or more proposers which are a
small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise
constitute the lowest proposal pursuant to an RFQ or oral or written request for quotation, and such proposals are
responsive,responsible and otherwise equal with respect to quality and service,then the award shall be made to the
service-disabled veteran business enterprise.
19.DETERMINATION OF AWARD.The final ranking results of Step 1 &2 outlined in Section 0400,Evaluation of
Proposals, will be considered by the City Manager who may recommend to the City Commission the Proposer(s)
s/he deems to be in the best interest of the City or may recommend rejection of all proposals. The City Manager's
recommendation need not be consistent with the scoring results identified herein and takes into consideration Miami
Beach City Code Section 2-369,including the following considerations:
(1)The ability,capacity and skill of the Proposer to perform the contract
(2)Whether the Proposer can perform the contract within the time specified,without delay or interference.
(3)The character,integrity,reputation,judgment,experience and efficiency of the Proposer.
(4)The quality of performance of previous contracts.
(5)The previous and existing compliance by the Proposer with laws and ordinances relating to the contract
The City Commission shall consider the City Manager's recommendation and may approve such recommendation.
The City Commission may also,at its option;reject the City Manager's recommendation and select another Proposal
or Proposals which it deems to be in the best interest of the City,or it may also reject all Proposals.
20. NEGOTIATIONS. Following selection, the City reserves the right to enter into further negotiations with the
selected Proposer. Notwithstanding the preceding,the City is in no way obligated to enter into a contract with the
selected Proposer in the event the parties are unable to negotiate a contract It is also understood and
acknowledged by Proposers that no property,contract or legal rights of any kind shall be created at any time until
and unless an Agreement has been agreed to;approved by the City,and executed by the parties.
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21. POSTPONEMENT/CANCELLATION/ACCEPTANCE/REJECTION. The City may, at its sole and absolute
discretion,reject any and all,or parts of any and all,responses; re-advertise this RFQ; postpone or cancel,at any
time,this RFQ process;or waive any irregularities in this RFQ,or in any responses received as a result of this RFQ.
Reasonable efforts will be made to either award the proposer the contract or reject all proposals within one-hundred
twenty(120)calendar days after proposal opening date.A proposer may withdraw its proposal after expiration of one
hundred twenty(120)calendar days from the date of proposal opening by delivering written notice of withdrawal to
the Department of Procurement Management prior to award of the contract by the City Commission.
22.PROPOSER'S RESPONSIBILITY.Before submitting a response,each Proposer shall be solely responsible for
making any and all investigations,evaluations,and examinations,as it deems necessary,to ascertain all conditions
and requirements affecting the full performance of the contract Ignorance of such conditions and requirements,
and/or failure to make such evaluations, investigations, and examinations,will not relieve the Proposer from any
obligation to comply with every detail and with all provisions and requirements of the contract, and will not be
accepted as a basis for any subsequent claim whatsoever for any monetary consideration on the part of the
Proposer.
23.COSTS INCURRED BY PROPOSERS.All expenses involved with the preparation and submission of Proposals,
or any work performed in connection therewith,shall be the sole responsibility(and shall be at the sole cost and
expense)of the Proposer,and shall not be reimbursed by the City.
24.RELATIONSHIP TO THE CITY. It is the intent of the City,and Proposers hereby acknowledge and agree,that
the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the
Proposer's employees, agents, and/or contractors, shall, under any circumstances, be considered employees or
agents of the City.
24. OCCUPATIONAL HEALTH AND SAFETY. In compliance with Chapter 442, Florida Statutes, any toxic
substance listed in Section 38F-41.03 of the Florida Administrative Code delivered as a result of this proposal must
be accompanied by a Material Safety Data Sheet(MSDS)which may be obtained from the manufacturer.
25. ENVIRONMENTAL REGULATIONS. The City reserves the right to consider a proposer's history of citations
and/or violations of environmental regulations in investigating a proposer's responsibility,and further reserves the
right to declare a proposer not responsible if the history of violations warrant such determination in the opinion of the
City. Proposer shall submit with its proposal, a complete history of all citations and/or violations, notices and
dispositions thereof. The non-submission of any such documentation shall be deemed to be an affirmation by the
Proposer that there are no citations or violations. Proposer shall notify the City immediately of notice of any citation
or violation which proposer may receive after the proposal opening date and during the time of performance of any
contract awarded to it
26.TAXES.The City of Miami Beach is exempt from all Federal Excise and State taxes.
27. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules,
proposed pricing,and all instructions pertaining to the goods and services relative to this RFQ. Failure to do so will
be at the Proposer's risk and may result in the Proposal being non-responsive.
28.PAYMENT. Payment will be made by the City after the goods or services have been received, inspected,and
found to comply with contract,specifications,free of damage or defect,and are properly invoiced. Invoices must be
consistent with Purchase Order format
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29.COPYRIGHT,PATENTS&ROYALTIES.Proposer shall indemnify and save harmless the City of Miami Beach,
Florida,and its officers,employees,contractors,and/or agents,from liability of any nature or kind,including cost and
expenses for,or on account of,any copyrighted,patented,or unpatented invention,process,or article manufactured
or used in the performance of the contract, including its use by the City of Miami Beach, Florida. If the Proposer
uses any design,device or materials covered by letters,patent,or copyright,it is mutually understood and agreed,
without exception, that the proposal prices shall include all royalties or cost arising from the use of such design,
device,or materials in any way involved in the work.
30.DEFAULT.Failure or refusal of the selected Proposer to execute a contract following approval of such contract
by the City Commission,or untimely withdrawal of a response before such award is made and approved,may result
in a claim for damages by the City and may be grounds for removing the Proposer from the City's vendor list.
31.MANNER OF PERFORMANCE.Proposer agrees to perform its duties and obligations in a professional manner
and in accordance with all applicable Local,State,County,and Federal laws,rules,regulations and codes.Lack of
knowledge or ignorance by the Proposer with/of applicable laws will in no way be a cause for relief from
responsibility.Proposer agrees that the services provided shall be provided by employees that are educated,trained,
experienced,certified, and licensed in all areas encompassed within their designated duties. Proposer agrees to
furnish to the City any and all documentation, certification, authorization, license, permit, or registration currently
required by applicable laws,rules,and regulations. Proposer further certifies that it and its employees will keep all
licenses,permits,registrations,authorizations,or certifications required by applicable laws or regulations in full force
and effect during the term of this contract Failure of Proposer to comply with this paragraph shall constitute a
material breach of this contract
Where contractor is required to enter or go on to City of Miami Beach property to deliver materials or perform work or
services as a result of any contract resulting from this solicitation,the contractor will assume the full duty,obligation
and expense of obtaining all necessary licenses, permits, and insurance, and assure all work complies with all
applicable laws. The contractor shall be liable for any damages or loss to the City occasioned by negligence of the
Proposer,or its officers,employees,contractors,and/or agents,for failure to comply with applicable laws.
32. SPECIAL CONDITIONS. Any and all Special Conditions that may vary from these General Terms and
Conditions shall have precedence.
33. NON-DISCRIMINATION. The Proposer certifies that it is in compliance with the non-discrimination clause
contained in Section 202, Executive Order 11246, as amended by Executive Order 11375, relative to equal
employment opportunity for all persons without regard to race,color,religion,sex or national origin. In accordance
with the City's Human Rights Ordinance, codified in Chapter 62 of the City Code, Proposer shall prohibit
discrimination by reason of race, color, national origin, religion, sex, intersexuality, gender identity, sexual
orientation,marital and familial status,and age or disability.
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34. DEMONSTRATION OF COMPETENCY. The city may consider any evidence available regarding the financial,
technical,and other qualifications and abilities of a Proposer, including past performance(experience) in making an
award that is in the best interest of the City,including:
A.Pre-award inspection of the Proposer's facility may be made prior to the award of contract
B. Proposals will only be considered from firms which are regularly engaged in the business of providing the
goods and/or services as described in this solicitation.
C.Proposers must be able to demonstrate a good record of performance for a reasonable period of time,and
have sufficient financial capacity,equipment,and organization to ensure that they can satisfactorily perform the
services if awarded a contract under the terms and conditions of this solicitation.
D. The terms "equipment and organization",as used herein shall, be construed to mean a fully equipped and
well established company in line with the best business practices in the industry,and as determined by the City
of Miami Beach.
E. The City may consider any evidence available regarding the financial,technical,and other qualifications and
abilities of a Proposer,including past performance(experience),in making an award that is in the best interest of
the City.
F.The City may require Proposer s to show proof that they have been designated as authorized representatives
of a manufacturer or supplier,which is the actual source of supply. In these instances,the City may also require
material information from the source of supply regarding the quality, packaging, and characteristics of the
products to be supply to the City.
35.ASSIGNMENT. The successful Proposer shall not assign, transfer,convey,sublet or otherwise dispose of the
contract, including any or all of its right,title or interest therein,or his/her or its power to execute such contract,to
any person,company or corporation,without the prior written consent of the City.
36. LAWS, PERMITS AND REGULATIONS. The Proposer shall obtain and pay for all licenses, permits, and
inspection fees required to complete the work and shall comply with all applicable laws.
37.OPTIONAL.CONTRACT USAGE.When the successful Proposer(s)is in agreement,other units of government
or non-profit agencies may participate in purchases pursuant to the award of this contract at the option of the unit of
government or non-profit agency.
38.VOLUME OF WORK TO BE RECEIVED BY CONTRACTOR. It is the intent of the City to purchase the goods
and services specifically listed in this solicitation from the contractor. However, the City reserves the right to
purchase any goods or services awarded from state or other governmental contract, or on an as-needed basis
through the City's spot market purchase provisions.
39. DISPUTES.In the event of a conflict between the documents,the order of priority of the documents shall be as
follows:
A. Any contract or agreement resulting from the award of this solicitation;then
B. Addendum issued for this solicitation,with the latest Addendum taking precedence;then
C. The solicitation;then
D. The Proposer's proposal in response to the solicitation.
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40.INDEMNIFICATION.The Proposer shall indemnify and hold harmless the City and its officers,employees,agents
and instrumentalities from any and all liability, losses or damages, including attorney's fees and costs of defense,
which the City or its officers,employees,agents or instrumentalities may incur as a result of claims,demands,suits,
causes of actions or proceedings of any kind or nature arising out of,relating to or resulting from the performance of
the agreement by the contractor or its employees, agents, servants, partners, principals or subcontractors. The
contractor shall pay all claims and losses in connection therewith,and shall investigate and defend all claims,suits or
actions of any kind or nature in the name of the City,where applicable,including appellate proceedings,and shall pay
all costs,judgments,and attorneys fees which may be incurred thereon. The Proposer expressly understands and
agrees that any insurance protection required by this Agreement or otherwise provided by the contractor shall in no
way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees,
agents and instrumentalities as herein provided. The above indemnification provisions shall survive the expiration or
termination of this Agreement
41. CONTRACT EXTENSION. The City reserves the right to require the Contractor to extend contract past the
stated termination date for a period of up to 120 days in the event that a subsequent contract has not yet been
awarded.Additional extensions past the 120 days may occur as needed by the City and as mutually agreed upon by
the City and the contractor.
42.FLORIDA PUBLIC RECORDS LAW.Proposers are hereby notified that all Bid including,without limitation,any
and all information and documentation submitted therewith, are exempt from public records requirements under
Section 119.07(1),Florida Statutes,and s. 24(a),Art 1 of the State Constitution until such time as the City provides
notice of ah intended decision or until thirty (30) days after opening of the proposals, whichever is earlier.
Additionally,Contractor agrees to be in full compliance with Florida Statute 119.0701 including,but not limited to,
agreement to(a) Keep and maintain public records that ordinarily and necessarily would be required by the public
agency in order to perform the services;(b)provide the public with access to public records on the same terms and
conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in
this chapter or as otherwise provided by law; (c) Ensure that public records that are exempt or confidential and
exempt from public records disclosure requirements are not disclosed except as authorized by law; (d) Meet all
requirements for retaining public records and transfer, at no cost, to the public agency all public records in
possession of the contractor upon termination of the contract and destroy any duplicate public records that are
exempt or confidential and exempt from public records disclosure requirements. All records stored electronically
must be provided to the public agency in a format that is compatible with the information technology systems of the
public agency.
43.OBSERVANCE OF LAWS.Proposers are expected to be familiar with,and comply with,all Federal,State,
County,and City laws,ordinances,codes, rules and regulations,and all orders and decrees of bodies or tribunals
having jurisdiction or authority which,in any manner,may affect the scope of services and/or project contemplated
by this RFQ (including, without limitation, the Americans with Disabilities Act, Title VII of the Civil Rights Act, the
EEOC Uniform Guidelines, and all EEO regulations and guidelines). Ignorance of the law(s) on the part of the
Proposer will in no way relieve it from responsibility for compliance.
44.CONFLICT OF INTEREST.All Proposers must disclose,in their Proposal,the name(s)of any officer,director,
agent,or immediate family member(spouse,parent,sibling,and child)who is also an employee of the City of Miami
Beach. Further,all Proposers must disclose the name of any City employee who owns,either directly or indirectly,
an interest of ten(10%)percent or more in the Proposer entity or any of its affiliates.
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45.MODIFICATION/WITHDRAWALS OF PROPOSALS.A Proposer may submit a modified Proposal to replace all
or any portion of a previously submitted Proposal up until the Proposal due date and time. Modifications received
after the Proposal due date and time will not be considered. Proposals shall be irrevocable until contract award
unless withdrawn in writing prior to the Proposal due date,or after expiration of 120 calendar days from the opening
of Proposals without a contract award. Letters of withdrawal received after the Proposal due date and before said
expiration date,and letters of withdrawal received after contract award will not be considered.
47. EXCEPTIONS TO RFQ. Proposers must clearly indicate any exceptions they wish to take to any of the
terms in this RFQ,and outline what,if any,alternative is being offered. All exceptions and alternatives shall
be included and clearly delineated, in writing,in the Proposal. The City,at its sole and absolute discretion,
may accept or reject any or all exceptions and alternatives. In cases in which exceptions and alternatives
are rejected,the City shall require the Proposer to comply with the particular term and/or condition of the
RFQ to which Proposer took exception to (as said term andlor condition was originally set forth on the
RFQ).
48.ACCEPTANCE OF GIFTS,FAVORS,SERVICES.Proposers shall not offer any gratuities,favors,or anything of
monetary value to any official, employee,or agent of the City, for the purpose of influencing consideration of this
Proposal. Pursuant to Sec. 2-449 of the City Code,no officer or employee of the City shall accept any gift,favor or
service that might reasonably tend improperly to influence him in the discharge of his official duties.
49.SUPPLEMENTAL INFORMATION. City reserves the right to request supplemental information from Proposers
at any time during the RFQ solicitation process.
50.ADDITIONAL SERVICES.Although this solicitation and resultant contract identifies specific goods,services or
facilities ('items"), it is hereby agreed and understood that the City, through the approval of the Department and
Procurement Directors (for additional items up to $50,000) or the City Manager (for additional items greater than
$50,000),may require additional items to be added to the Contract which are required to complete the work.When
additional items are required to be added to the Contract, awarded vendor(s), as applicable to the item being
requested, under this contract may be invited to submit price quote(s)for these additional requirements. If these
quote(s)are determined to be fair and reasonable,then the additional work will be awarded to the current contract
vendor(s)that offers the lowest acceptable pricing. The additional items shall be added to this contract by through a
Purchase Order(or Change Order if Purchase Order already exists).In some cases,the City may deem it necessary
to add additional items through a formal amendment to the Contract,to be approved by the City Manager.
The City may determine to obtain price quotes for the additional items from other vendors in the event that
fair and reasonable pricing is not obtained from the current contract vendors,or for other reasons at the
City's discretion.
Balance of Pave Intentionally Left Blank
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SECTION 0300 SUBMITTAL INSTRUCTIONS AND FORMAT
1. SEALED RESPONSES.One original Statement of Qualifications (preferably in 3-ring binder) must be submitted
in an opaque, sealed envelope or container on or before the due date established for the receipt of proposals.
Additionally, ten (10) bound copies and one (1) electronic format (CD or USB format) are to be submitted. The
following information should be clearly marked on the face of the envelope or container in which the proposal is
submitted: solicitation number,solicitation title,proposer name,proposer return address.Statement of Qualifications
received electronically,either through email or facsimile,are not acceptable and will be rejected.
2. LATE BIDS. Statement of Qualifications are to be received on or before the due date established herein for the
receipt of Bids.Any Bid received after the deadline established for receipt of Statement of Qualifications will
be considered late and not be accepted or will be returned to proposer unopened. The City does not accept
responsibility for any delays,natural or otherwise.
3.STATEMENTS OF QUALIFICATIONS FORMAT. In order to maintain comparability,facilitate the review process
and assist the Evaluation Committee in review of Statement of Qualifications, it is strongly recommended that
Statement of Qualifications be organized and tabbed in accordance with the sections and manner specified below.
Hard copy submittal should be tabbed as enumerated below and contain a table of contents with page references.
Electronic copies should also be tabbed and contain a table of contents with page references. Statement of
Qualifications that do not include the required information will be deemed non-responsive and will not be considered.
TAB 1 Cover Letter&Minimum Qualifications Requirements
1.1 Cover Letter and Table of Contents.The cover letter must indicate Proposer and Proposer Primary Contact for the
purposes of this solicitation.
1.2 Response Certification, Questionnaire & Requirements Affidavit (Appendix A). Attach Appendix A fully
completed and executed.
1.3 Minimum Qualifications Requirements.Submit verifiable information documenting compliance with the minimum
qualifications requirements established in Appendix C,Minimum Requirements and Specifications.
TAB 2 Experience&Qualifications
2.1 Qualifications of Proposing Firm.The successful Proposer or Team should have experience/expertise in some
combination of economic analysis, cost/benefit analysis, risk modeling, risk management, insurance, and/or lending;
with knowledge and understanding of Miami Beach's vulnerability to sea level rise, our unique topography and our
engineering efforts to date. The City is seeking a multidisciplinary and innovative team that can partner with Miami
Beach to inform the decision-making process as we invest today's flood protection and adapt to tomorrow's sea level
rise scenarios.
Submit detailed information regarding the firm's history and relevant experience and proven track record of providing the
scope of services similar as identified in this solicitation,including experience in providing similar scope of services to
public sector agencies. For each project that the proposer submits as evidence of similar experience,the following is
required: project description, agency name, agency contact, contact telephone & email, and year(s) and term of
engagement.
2.1.1. If applicable,submit detailed information regarding the firms experience as a Platform or Strategy partner
with 100 Resilient Cities.
2.2 Qualifications of Proposer Team. The successful Proposer or Team should have experience/expertise in some
combination of economic analysis,cost/benefit analysis,risk modeling,insurance,and/or lending;with knowledge and
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understanding of Miami Beach's vulnerability to sea level rise,our unique topography and our engineering efforts to
date.
Provide an organizational chart of all personnel and consultants to be used for this project if awarded,the role that each
team member will play in providing the services detailed herein and each team members'qualifications.A resume of
each individual, including education, experience, and any other pertinent information, shall be included for each
respondent team member to be assigned to this contract.
2.2.1.If applicable,submit detailed information regarding the firms experience as a Platform or Strategy partner with
100 Resilient Cities.
Approach and Methodology
3.1 Submit detailed information on the approach and methodology proposer has used on other related projects,
including detailed information,as applicable,on the following:
1. Analysis related to the complex relationship and impact(s)among City investments (that reduce risk to
flooding and sea level rise) to the City's property tax base, flood insurance, real estate market and
financial mortgage cycles,and City credit ratings;and
2. Land use issues relating to matters of infrastructure program analysis, resiliency measures, or
adaptation strategies;and
3. Innovative analysis or studies that have helped clients in addressing issues and responses relating to
resiliency,sustainability,and adaptation.
Note: After proposal submittal, the City reserves the right to require additional information from Proposer (or
proposer team members or sub-consultants) to determine: qualifications (including, but not limited to, litigation
history, regulatory action, or additional references); and financial capability (including, but not limited to, annual
reviewed/audited financial statements with the auditors notes for each of their last two complete fiscal years).
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SECTION 0400 STATEMENTS OF QUALIFICATIONS EVALUATION
1. Evaluation Committee.An Evaluation Committee,appointed by the City Manager,shall meet to evaluate each
Statement of Qualifications in accordance with the requirements set forth in the solicitation. If further information is
desired, Proposals may be requested to make additional written submissions of a clarifying nature or oral
presentations to the Evaluation Committee. The evaluation of Statement of Qualifications will proceed in a two-step
process as noted below. It is important to note that the Evaluation Committee will score the qualitative portions of the
Statement of Qualifications only. The Evaluation Committee does not make an award recommendation to the City
Manager. The results of Step 1 &Step 2 Evaluations will be forwarded to the City Manager who will utilize the results
to make a recommendation to the City Commission. In the event that only one responsive proposal is received,the
City Manager,after determination that the sole responsive proposal materially meets the requirements of the RFP,
may, without an evaluation committee, recommend to the City Commission that the Administration enter into
negotiations. The City,in its discretion,may utilize technical or other advisers to assist the evaluation committee in
the evaluation of proposals.
2. Step 1 Evaluation. The first step will consist of the qualitative criteria listed below to be considered by the
Evaluation Committee. The second step will consist of quantitative criteria established below to be added to the
Evaluation Committee results by the Department of Procurement Management An Evaluation Committee,appointed
by the City Manager, shall meet to evaluate each Statement of Qualifications in accordance with the qualifications
criteria established below for Step 1,Qualitative Criteria. In doing so, the Evaluation Committee may review and
score all proposals received,with or without conducting interview sessions.
Step 1-Qualitative Criteria Maximum Points
Experience and Qualifications of the Prime Proposer&Team 60
Approach and Methodology 40
TOTAL AVAILABLE STEP 1 POINTS 100
3. Step 2 Evaluation. Following the results of Step 1 Evaluation of qualitative criteria, the Proposer may receive
additional quantitative criteria points to be added by the Procurement Department to those points earned in Step 1,
as follows.
Step 2-Quantitative Criteria Maximum Points
Veterans Preference 5
TOTAL AVAILABLE STEP 2 POINTS 5
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4. Determination of Final Ranking.At the conclusion of the Evaluation Committee Step 1 scoring, Step 2 Points
will be added to each evaluation committee member's scores by the Department of Procurement Management Step
1 and 2 scores will be converted to rankings in accordance with the example below:
Proposer Proposer Proposer
A B C
Step 1 Points 82 76 i 80
Committee Step 2 Points 22 15 12
Member 1 Total 104 91 92
Rank 1 3 l 21
Step 1 Points 79 85 72 '
Committee Step 2 Points 22 15 12
Member 2 Total 101 100 84
Rank 1 2 1 3 1
Step 1 Points 80 74 66 '
Committee Step 2 Pants 22 15 12
Member 2 Total 102 89 . 78
Rank 1 2 3
Low Aggregate Score 3 1 3
Final Ranking* 1 2 3
*Final Ranking is presented to the City Manager for further due diligence and
recommendation to the City Commission. Final Ranking does not constitute
an award recommendation until such time as the City Manager has made his
recommendation to the City Commission, which may be different than final
ranking results.
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APPENDIX A
AMIBEAC, !
Response Certification ,
Questionnaire &
Requirements Affidavit
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
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Solidteem No' Sdidlafon Tile:
2017-300-KB Business Case Analysis of the City of Miami Beach Resiliency Program Update
Procurement Conrad: Td: ' Emait
Kristy Bade 305-673-7490 kristybada@rrMamibeachil.gov
STATEMENTS OF QUALIFICATIONS CERTIFICATION,QUESTIONNAIRE&REQUIREMENTS AFFIDAVIT
Purpose:The purpose of this Response Certification,Questionnaire and Requirements Affidavit Form is to inform
prospective Proposals of certain solicitation and contractual requirements,and to collect necessary information from
Proposals in order that certain portions of responsiveness, responsibility and other determining factors and
compliance with requirements may be evaluated. This Statement of Qualifications Certification, Questionnaire
and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and
executed.
1. General Proposer Information.
FRN NAME:
NO.OF YEARS IN BUSINESS: NO.OF YEARS IN BUSINESS LOCALLY: NO.OF EMPLOYEES:
OTHER NAME(S)PROPOSER HAS OPERATED UNDER 14 THE LAST 10 YEARS:
FRM PRIMARY ADDRESS(HEADQUARTERS):
CITY:
STATE: ZIP CODE:
TELEPHONE NO.:
TOLL FREE NO.:
FAX NO.:
FRM LOCAL ADDRESS:
CITY:
STATE ZP CODE:
PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: •
ACCOUNT REP TELEPHONE NO.:
ACCOUNT REP TOLL FREE NO..
ACCOUNT REP EMAIL:
FEDERAL TAX CERTIFICATION NO:
The City reserves the right to seek additional information from proposer or other scurce(s),including but not limited to:any firm or pnndpal
information,applicable licensure,resumes of relevant individuals,client information,financial information,or any information the City deems
necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements.
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1 Veteran Owned Business.Is Proposer daiming a veteran owned business status?
YES I NO
SUBMITTAL REQUIREMENT:Proposers daiming veteran owned business status shall submit a documentation proving that firm
is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States
federal government,as required pursuant to ordnance 2011.3748.
2. Conflict Of Interest.AP Proposers must disdose,in their Proposal,the name(s) of any officer, director,agent,or immediate
family member(spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach. Further,all Proposers
must disclose the name of any City employee who owns,either directly or indirectly,an interest of ten(10%)percent or more in
the Proposer entity or any of its affiliates.
SUBMITTAL REQUIREMENT:Proposers must disdose the name(s)of any officer,director,agent,a immediate family member
(spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name
of any City employee who owns,either directly or indirectly,an interest of ten(10%)percent or more in the Proposer entity a any
of its affiliates
3. References&Past Performance.Proposer shall submit at least three(3)references for wham the Proposer has completed work
similar in size and nature as the work referenced in solicitation.
SUBMITTAL REQUIREMENT: For each reference submitted,the following information is required: 1)Firm Name,2)Contact
Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided.
4. Suspension,Debarment or Contract Cancelladon.Has Proposer ever been debarred,suspended or other legal violation,or
had a contract cancelled due to non-performance b an public sector agency?
YES NO
SUBMITTAL REQUIREMENT: If answer to above is'YES,'Proposer shall submit a statement detailing the reasons that led to
action(s).
5 Vendor Campaign Contributions.Proposers are expected to be or become familiar with,the City's Campaign Finance Reform
laws, as codified in Sections 2-487 through 2-490 of the City Code.Proposers shall be solely responsible for ensuring that all
applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all
sanctions,as prescribed therein,induding disqualification of their Proposals,in the event of such non-compliance.
SUBMITTAL REQUIREMENT:Submit the names of all individuals or entities(including your sub-consultants)with a controlling
financial interest as defined in solicitation.For each individual or entity with a controlling financial interest indicate whether or not
each individual or entity has contributed to the campaign either directly a indirectly,of a candidate who has been elected to the
office of Mayor or City Commissioner for the City of Miami Beach.
6. Code of Business Ethics.Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the
City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its
proposal/response or within five(5)days upon receipt of request The Code shall,ata minimum,require the Proposer,to comply
with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics
provision of the City of Miami Beach and Miami Dade County.
SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business
Ethics,Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code
of Ethics,available atwww.miamibeachfi.aov/orocurementlscroll.aspx?id=79113
7. Living Wage.Pursuant to Section 2-408 of the Miami Beach City Code,as same may be amended from time to time,Proposers
shall be required to pay all employees who provide services pursuant to this Agreement,the hourly living wage rates listed below'
• Commencing with City fiscal year 2012-13 (October 1,2012),the hourly living rate will be$11.28/hr.with
health benefits,and$12.92/hr.without benefits.
The living wage rate and health care benefits rate may,by Resolution of the City Commission be indexed annually for inflation
using the Consumer Price Index for all Urban Consumers(CPI-U) Miami/Ft. Lauderdale, issued by the U.S. Department of
Labor's Bureau of Labor Statistics. Notwithstanding the preceding,no annual index shall exceed three percent(3%).The City
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may also,by resolution,elect not to index the living wage rate in any particular year,if it determines it would not be fiscally sound
to implement same(in a particular year).
Proposers'failure to comply with this provision shall be deemed a material breach under this proposal,under which the City may,
at its sole option,immediately deem said Proposer as non-responsive,and may further subject Proposer to additional penalties
and fines,as provided in the City's Living Wage Ordnance,as amended. Further information on the Living Wage requirement is
available at www miamibeachfi.qov/procurement/sooll.aspx?id=79113
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
to the living wage requirement.
8 Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awardng competitively sdiated
contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more
calendar work weeks,the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business
with the City of Miami Beach,who are awarded a contract pursuant to competitive proposals,to provide'Equal Benefits"to their
employees with domestic partners,as they provide to employees with spouses. The Ordnance applies to all employees of a
Contractor who work within the City limits of the City of Miami Beach, Florida;and the Contractor's employees located in the
United States,but outside of the City of Miami Beach limits,who are directly performing work on the contract within the City of
Miami Beach.
A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees?
YES NO
B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners'or
to domestic partners of employees?
YES NO
C. Please check all benefits that apply to your answers above and list in the"other'section any additional benefits not already
specified. Note: sonic benefits are provided to employees because they have a spouse or domestic partner, such as
bereavement leave;other benefits are provided directly to the spouse a domestic partner,such as medical insurance.
BENEFIT Firm Provides for Firm Provides for Firm does not
Employees with Employees with Provide Benefit
Spouses Danestic Partners
Health
Sick Leave
Family Medical Leave
Bereavement Leave
If Proposer cannot offer a benefit to domestic partners because of reasons outside your control,(e.g.,there are no insurance
providers in your area willing to offer domestic partner coverage)you may be eligible fa Reasonable Measures compliance.To
comply on this basis,you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application
(attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the
City Manager,or his designee.Approval is not guaranteed and the City Managers dedsiai is final. Further information on the
Equal Benefits requirement is available at www.miamibeachl.gov/procurement/saoll.aspx?id=79113
9. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currently enacted or as amended from time to time,states that
a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not
submit a proposal,proposal,or reply on a contract to provide any goods or services to a public entity;may not submit a proposal,
proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit
proposals,proposals,or replies on leases of real property to a public entity;may not be awarded or perform work as a contractor,
supplier,subcontractor,or consultant under a contract with any public entity;and may not transact business with any public entity
in excess of the threshold amount provided in s.287.017 for CATEGORY TWO for a period of 36 months following the date of
being placed on the convicted vendor list.
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list.
10. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the
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business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,induding the
blacklisting,divesting torn,or otherwise refusing to deal with a person or entity when such action is based on race,cola,national
origin,religion,sex,intersexuality,gender identity,sexual orientation,marital a familial status,age or disability.
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code.
11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to
Resolution 2016-29375, the City of Miarni Beach, Florida, prohibits official City travel to the states of North Carolina and
Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no
travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product a services it provides to the City be
sourced from these states.
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
it is and shall remain in full compliance with Resolution 2016-29375.
12. Fair Chance Requirement Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a
competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies,
practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City
Code("Fair Chance Ordinance"),and which,among other things,(i)prohibits City contractus, as an employer,from inquiring
about an applicant's criminal history until the applicant is given a conditiaial offer of employment;(ii)prohibits advertising of
employment positions with a statement that an individual with a criminal record may not apply for the position,and(iii)prohibits
placing a statement on an employment application that a person with a criminal record may not apply fa the position.
SUBMITTAL REQUIREMENT: No aditional submittal is required at this time. By virtue of executing this affidavit, Proposer
certifies that it has adopted polices,practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees
to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any
breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the
immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity.
13. Acknowledgement of Addendum. After issuance of solicitatiai,the City may release one a more addendum to the solicitation
which may provide additional information to Proposers a alter solicitation requirements. The City will strive to reach every
Proposer having received solicitation through the City's e-procurement system, PublicPurdtase.can. However, Proposers are
solely responsible for assuring they have received any and all addendum issued pursuant to soliatatiat.This Acknowledgement
of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation.
Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification.
htial to Conform Inifat to Confirm hetial to Collum
Receipt Receipt Receipt
Addendum 1 Addendum 6 Addendum 11
Addendum 2 Addendum 7 Addendum 12
Addendum 3 Addendum 8 Addendum 13
Addendum 4 Addendum 9 Addendum 14
Addendum 5 Addendum 10 Addendum 15
If additional confirmation of addendum is required,submit under separate cover.
14. Financial Capacity.Each proposer shall arrange for Dun&Bradstreet to submit a Supplier Qualification Report(SQR)directly to
the Procurement Contact named herein.No proposal wit be considered without receipt,by the City,of the SQR directly tom Dun
&Bradstreet.The cost of the preparation of the SQR shall be the responsibility of the Proposer.Proposers are responsible for the
accuracy of the information contained in its SQR.It is highly recommended that each proposer review the information contained in
its SQR for accuracy prior to submittal to the City and as early as possible in the solicitation process.For assistance with any
portion of the SQR submittal process,contact Dun&Bradstreet at 800-424-2495.
SUBMITTAL REQUIREMENT: The Proposer shall request the SQR repot tan D&B at:
hs:llsupplierportal.dnb.comlwebapplwcs/storeslservlet1Supp IierPortal?storeld=11696
RFO 2017-300-KB 21
RFQ-2017-300-KB Page 47
DISCLOSURE AND DISCLAIMER SECTION
The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach(the"City")for the recipients convenience.
Any action taken by the City in response to Statement of Qualifications made pursuant to this sdidtation,or in making any award,or in
failing a refusing to make any award pursuant to such Statement of Qualifications,or in cancelling awards,or in withdrawing a cancelling
this solicitation,either before or after issuance of an award,shall be without any liability or obligation on the part of the City.
In its sole discretion,the City may withdraw the solicitation either before or after receiving Statement of Qualifications,may accept or reject
Statement of Qualifications,and may accept Statement of Qualifications which deviates from the solicitation,as it deems appropriate and in
its best interest. In its sole discretion, the City may determine the qualifications and acceptability of any party or parties submitting
Statement of Qualifications in response to this solicitation.
Following submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances,
inducing financial and disclosure data, relating to the Statement of Qualifications and the applicant including, without limitation, the
applicants affiliates,officers,directors,shareholders,partners and employees,as requested by the City in its discretion.
The information contained herein is provided solely for the convenience of prospective Proposals.It is the responsibility of the recipient to
assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of
any information in this solicitation.
Any reliance on these contents,or on any permitted communications with City officials,shall be at the recipients own risk.Proposals should
rely exclusively on their own investigations,interpretations,and analyses.The solicitation is being provided by the City without any warranty
or representation,express or implied,as to its content,its accuracy,or its completeness.No warranty or representation is made by the City
or its agents that any Statement of Qualifications conforming to these requirements will be selected for consideration, negotiation, or
approval.
The City shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will
be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer,is
totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Statement of Qualifications submitted to
the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Statement of Qualifications.
This solicitation is made subject to correction of errors,omissions,or withdrawal from the market without notice.Information is for guidance
only,and does not constitute all or any part of an agreement.
The City and all Proposals will be bound only as,if and when a Statement of Qualifications,as same may be modified,and the applicable
definitive agreements pertaining thereto,are approved and executed by the parties,and then only pursuant to the terms of the definitive
agreements executed among the parties.Any response to this solicitation may be accepted or rejected by the City for any reason,or for no
reason,without any resultant liability to the City.
The City is governed by the Government-in-the-Sunshine Law, and all Statement of Qualifications and supporting documents shall be
subject to disclosure as required by such law.All Statement of Qualifications shall be submitted in sealed proposal form and shall remain
confidential to the extent permitted by Florida Statutes, until the date and time selected for opening the responses. At that time, all
documents received by the City shall become public records.
Proposals are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Statement of
Qualifications,the Proposer acknowledges and agrees that the City has the right to make any inquiry a investigation it deems appropriate
to substantiate a supplement information contained in the Statement of Qualifications,and authorizes the release to the City of any and all
information sought in such inquiry or investigation.Each Proposer certifies that the information contained in lie Statement of Qualifications
is true,accurate and complete,to the best of its knowledge,information,and belief.
Notwithstanding the foregoing or anything contained in the solicitation, all Proposals agree that in the event of a final unappealable
judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation,or any response thereto,
or any action or inaction by the City with respect thereto, such liability shall be limited to$10,000.00 as agreed-upon and liquidated
damages. The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and
Disdaimer which imposes no liability on the City.
In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation,it is understood that
the provisions of this Disclosure and Disdaimer shall always govem.The solicitation and any disputes arising from the solicitation shall be
governed by and construed in accordance with the laws of lie State of Florida.
RFQ 2017-300-KB 22
RFQ-2017-300-KB Page 48
PROPOSER CERTIFICATION
I hereby certify that I, as an authorized agent of the Proposer , am submitting the following information as my firm's
proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document,
inclusive of this solicitation,all attachments,exhibits and appendices and the contents of any Addenda released hereto,and
the Disclosure and Disclaimer Statement,proposer agrees to be bound to any and all specifications,terms and conditions
contained in the solicitation, and any released Addenda and understand that the following are requirements of this
solicitation and failure to comply will result in disqualification of proposal submitted;Proposer has not divulged,discussed,
or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal;
proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida
Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the
Statement of Qualifications Certification,Questionnaire and Requirements Affidavit are true and accurate.
Name of Proposer's Au lhonzed Representable ride of Proposer s Aulhan zed Representative
Signature of Proposer'sAe ionzedRepresentative: Date.
State of FLORIDA ) On this_day of ,20_personally
appeared before me who
County of ) stated that(s)he is the
of ,a corporation,and that the instrument was signed in behalf of
the said corporation by authority of its board of directors and acknowledged said
instrument to be its voluntary act and deed.Before me:
Notary Public for the State of Florida
My Commission Expires:
RFQ 2017-300-KB 23
RFQ-2017-300-KB Page 49
APPENDIX B
mlAml BEAcE.„1
" No Bid " Form
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1755 Meridian Avenue,3rd Floor
Miami Beach, Ronda 33139
Note: It is important for those vendors who have received notification of
this solicitation but have decided not to respond, to complete and submit
the attached "Statement of No Bid." The "Statement of No Bid" provides
the City with information on how to improve the solicitation process.
Failure to submit a "Statement of No Bid" may result in not being notified
of future solicitations by the City.
RFO 2617-300-KB 24
RFQ-2017-300-KB Page 50
Statement of No Bid
WE HAVE ELECTED NOT TO SUBMIT A STATEMENTS OF QUALIFICATIONS AT
THIS TIME FOR REASON(S)CHECKED AND/OR INDICATED BELOW:
Workload does not allow us to proposal
_Insufficient time to respond
Specifications unclear or too restrictive
_Unable to meet specifications
_Unable to meet service requirements
_Unable to meet insurance requirements
_Do not offer this product/service
_OTHER.(Please specify)
We do_do not_want to be retained on your mailing list for future proposals
of this type product and/or service.
Signature:
Title:
Legal Company Name:
Note:Failure to respond,either by submitting a proposal or this completed form,
may result in your company being removed from our vendors list.
PLEASE RETURN TO:
CITY OF MIAMI BEACH
PROCUREMENT DEPARTMENT
ATTN: Kristy Bada
STATEMENTS OF QUALIFICATIONS#2017-300-KB
1755 MERIDIAN AVENUE,3rd FLOOR
MIAMI BEACH, FL 33139
RFQ 2017-300-KB 25
RFQ-2017-300-KB Page 51
APPENDIX C
MIAMI Er
Minimum Requirements
& Specifications
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
RF3 2017-300-KB 26
RFQ-2017-300-KB Page 52
Cl. Minimum Eligibility Requirements.The Minimum Eligibility Requirements for this solicitation
are listed below. Proposer shall submit, with its proposal, the required submittal(s) documenting
compliance with each minimum requirement Proposers that fail to include the required submittals
with its proposal or fail to comply with minimum requirements shall be deemed non-responsive and
shall not have its proposal considered.
1. The prime proposer shall demonstrate experience in providing consulting services in the
areas of sustainability,resiliency,adaptation strategies,or risk management/mitigation to
at least one(1)public sector agency.
Required Submittals:For each qualifying project,submit project name,project
description,start and completion dates,project contact information(phone and
email),volume of contract,and firms role.
C2.Statement of Work Required.
At its core,the business case study requested is an economic analysis of the value of our risk
reduction investments to address flooding and sea level rise. This analysis should explain the
risk cost of inaction(in dollar terms)and the extent to which the risk cost is likely to be reduced as
a result of the city's infrastructure investments(also in dollar terms).
This analysis will also consider the complex relationships between the anticipated reduction in risk
cost and:
• our private property tax base;
• flood insurance(both future FEMA models/FIRM maps and private market rates);
• the availability and affordability of private property mortgages over mortgage cycles;
• the city's municipal credit rating and insurance premiums;
• land use issues;
• any other factor that may be pertinent
The Work would not just explain these interdependent relationships and so help decision-makers.
It would also be an evidence-based tool to communicate the city's risk reduction investment If
done right, it could be a tool for decision-makers that illustrates in economic terms the best case
and worst case scenarios.
C3. Task Orders. All work assigned pursuant to any agreement resulting from this RFQ will be
awarded via a Task Order or Consultant Service Order approved by the City Manager. In award
work,the City may award in the following manner.
C3.1.Pilot The Pilot phase would be an analysis of a completed project or a sample neighborhood
project. This would be a smaller engagement in scope with quicker results focusing on two risks:
the five-year storm in combination with 2060 southeast Florida sea level rise scenarios. This would
examine the risks in two-ways: without any infrastructure improvements and with the current
stormwater intervention. The Pilot would analyze how the inaction and action may affect the City's
property tax base,flood insurance, real estate market and financial mortgage cycles,and credit
ratings.
RFQ 2017-300-KB 27
RFQ-2017-300-KB Page 53
C3.2. Ongoing: This may include the analysis of additional risks and additional adaptation
investments at a project or program level,that may be an expansion or continuation of the project
in other areas of the City or may be a new scope altogether. The proposing teams are encouraged
to present innovative decision-making tool(s). The tool(s)should be designed to facilitate a review
of engineering and science-based solutions. It should compare the solutions with the current
costs. It should also compare the cost over time and the triple bottom line value (economic,
environmental,social) to the City of Miami Beach in the short term (5 year), mid-term (10 to 20
year)and long term(30+years). Approach 2 would provide the ability for the City to analyze how
the inaction and action may affect the City's property tax base,flood insurance,real estate market
and financial mortgage cycles,and credit ratings,land use issues,or any other factor that may
be pertinent to the Work.
RFC)2017300-KB 28
RFQ-2017-300-KB Page 54
APPENDIX D
MAMI
Special Conditions
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
RFO 2017-300-KB 29
RFQ-2017-300-KB Page 55
1.TERM OF CONTRACT.Five(5)years.
2.OPTIONS TO RENEW.Option to renew is at the discretion of the City for two(2)additional two(2)
year periods.
3.PRICES.Not Applicable.
4.EXAMINATION OF FACILITIES.Not Applicable.
5.INDEMNIFICATION.Provider shall indemnify and hold harmless the City and its officers,employees,
agents and instrumentalities from any and all liability,losses or damages,including attorneys'fees and
costs of defense,which the City or its officers,employees,agents or instrumentalities may incur as a
result of claims,demands,suits,causes of actions or proceedings of any kind or nature arising out of,
relating to or resulting from the performance of this Agreement by the Provider or its employees,
agents, servants, partners principals or subcontractors. Provider shall pay all claims and losses in
connection therewith and shall investigate and defend all claims,suits or actions of any kind or nature
in the name of the City, where applicable, including appellate proceedings, and shall pay all costs,
judgments,and attorneys fees which may issue thereon.Provider expressly understands and agrees
that any insurance protection required by this Agreement or otherwise provided by Provider shall in no
way limit the responsibility to indemnify,keep and save harmless and defend the City or its officers,
employees,agents and instrumentalities as herein provided.
6.PERFORMANCE BOND.Not Applicable.
7.REQUIRED CERTIFICATIONS.Not Applicable.
8.SHIPPING TERMS.Not Applicable.
9.DELIVERY REQUIREMENTS.Not Applicable.
10.WARRANTY REQUIREMENTS.Not Applicable.
11.BACKGROUND CHECKS.Not Applicable.
12.COMPETITIVE SPECIFICATIONS.It is the goal of the City to maximize competition for the project
among suppliers & contractors. Consultant shall endeavor to prepare all documents, plans &
specifications that are in accordance with this goal.Under no condition shall Consultant include means
&methods or product specifications that are considered'sole source"or restricted without prior written
approval of the City.
13. ADDITIONAL TERMS OR CONDITIONS. This RFQ, including the attached Sample Contract,
contains all the terms and conditions applicable to any service being provided to the City resulting from
award of contract. By virtue of submitting a proposal,consultant agrees not to require additional terms
and conditions at the time services are requested,either through a separate agreement,work order,
letter of engagement or purchase order.
14.CHANGE OF PROJECT MANAGER.A change in the Consultant's project manager(as well as any
replacement)shall be subject to the prior written approval of the City Manager or his designee(who in
this case shall be an Assistant City Manager). Replacement(including reassignment)of an approved
RFQ 2017-300-KB 30
RFQ-2017-300-KB Page 56
project manager or public information officer shall not be made without submitting a resume for the
replacement staff person and receiving prior written approval of the City Manager or his designee(i.e.
the City project manager).
15.SUB-CONSULTANTS.The Consultant shall not retain,add,or replace any sub-consultant without
the prior written approval of the City Manager, in response to a written request from the Consultant
stating the reasons for any proposed substitution. Any approval of a sub-consultant by the City
Manager shall not in any way shift the responsibility for the quality and acceptability by the City of the
services performed by the sub-consultant from the Consultant to the City. The quality of services and
acceptability to the City of the services performed by sub-consultants shall be the sole responsibility of
Consultant.
16. NEGOTIATIONS. Upon approval of selection by the City Commission,negotiations between the
City and the selected Proposer (s) will take place to arrive at a mutually acceptable Agreement,
including final scope of services,deliverables and cost of services.
Remainder of Page Intentionally Left Blank
RFQ 2017-300-KB 31
RFQ-2017-300-KB Page 57
APPENDIX E
MIAMIBFACF
Insurance Requirements
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1 755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
RFC)2017-300-KB 32
RFQ-2017-300-KB Page 58
MIAMI BEACH
INSURANCE REQUIREMENTS
This document sets forth the minimum levels of insurance that the contractor is required to maintain
throughout the term of the contract and any renewal periods.
XXX 1. Workers'Compensation and Employer's Liability per the Statutory limits of the state of Florida.
XXX 2. Comprehensive General Liability (occurrence form), limits of liability$ 1,000,000.00 per occurrence for
bodily injury property damage to include Premises/ Operations; Products, Completed Operations and
Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement
exactly as written in"insurance requirements"of specifications).
XXX 3. Automobile Liability-$1,000,000 each occurrence-owned/non-owned/hired automobiles included.
4. Excess Liability-$ .00 per occurrence to follow the primary coverages.
XXX 5. The City must be named as and additional insured on the liability policies;and it must be stated on the
certificate.
6. Other Insurance as indicated:
Builders Risk completed value $ .00
Liquor Liability $ .00
_Fire Legal Liability $ .00
_Protection and Indemnity $ .00
Employee Dishonesty Bond $ .00
Other $ .00
XXX 7. Thirty(30)days written cancellation notice required.
XXX 8. Best's guide rating Bi-:VI or better,latest edition.
XXX 9. The certificate must state the proposal number and title
The City of Miami Beach is self-insured.Any and all claim payments made from self-insurance are subject to
the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable
Statutes.
RFO 2017-300-KB 33
RFQ-2017-300-KB Page 59
MIAMI BEACH
City of.Miami Beach,1755 Meridian Avenue,3''Floor,Miami Beach,Florida 33139,www miamibeachllgov
PROCUREMENT DEPARTMENT
Tel 305-673-7490 Fax 786394.4002
ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS(RFQ)No.2017-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY
PROGRAM
November 8,2017
This Addendum to the above-referenced RFQ is being issued to provide clarifications and revisions issued by
the City. The RFQ is amended in the following particulars only (deletions are shown by strikethrough and
additions are underlined).
I. RFQ DUE DATE AND TIME. The deadline for the receipt of bids is extended until 3:00 p.m., on
Friday, November 17, 2017,at the following location:
City of Miami Beach
Procurement Department
1755 Meridian Avenue,3rd Floor
Miami Beach, Florida 33139
Late proposals will not be accepted. Proposers are cautioned to plan sufficient time to allow for traffic
or other delays for which the Proposer is solely responsible.
II. ATTACHMENTS:
Exhibit A: Pre-Proposal Meeting Sign-in Sheet
Exhibit B: Vendor Access Report
III. ANSWERS TO QUESTIONS BY PROSPECTIVE BIDDERS AT THE PRE-BID MEETING AND VIA
EMAIL.
Q1: What's the budget for the work?
Al:The budget has not been determined.
Q2: What are the deadlines—for questions,proposals,contract,commencement,completion?
A2: Deadline for questions was November 3, 2017 at 5:00pm, and the proposals due
date is stated above. The contract term will be for a period of five 95)years with the
option to renew at the City's sole discretion for two(2)additional two(2)year periods.
Q3: Please send me a list of your registered vendors.
A3:Please refer to Exhibit B.
Q4: During the pre-submittal meeting a question was asked with regard to AECOM's ability to
respond to this RFQ since they are the program manager for the City's stormwater
implementation. Is AECOM able to respond to this RFQ?
I ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS(RFQ)No 2017-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY PROGRAM
RFQ-2017-300-KB Page 60
A4: No firm will be allowed to conduct a business case analysis on its own work.
Q5: We are requesting the sign in sheet from the pre-proposal meeting, including phone
attendees.
A5: Please refer to Exhibit A.
Q6: Regarding the minimum eligibility requirements. Appendix Cl. The prime proposer shall
demonstrate experience in providing consulting services in the areas of sustainability,
resiliency, adaptation strategies, or risk managemenb'mitigation to at least one (1) public
sector agency." As indicated by `or', are the minimum eligibility requirements for any one of
the services listed or for ALL of the services listed?
A6: The sentence states 'or' for the miminum requirements. However, it is
recommended that proposers provide all relevant experience to deliver a complete
business case analysis as indicated in Section 0300 Submittal Requirements, Tab 2
Experience and Qualifications.
Q7: What is the City's schedule for this work?
A7: The scope will be developed based on the qualificiations and experience of the
proposers, and the City's stormwater program and needs. The City would like a first
business case analysis work product in the Spring of 2018.
08: Does the veteran-owned preference apply to subconsultants listed on the proposal?
A8: The veteran-owned preference applies to the firm submitting a proposal in
response to the RFQ.
09: Item 11 on page 21 of the RFP states that "Resolution 2016-29375... prohibits official City
travel to the states of North Carolina and Mississippi, as well as the purchase of goods or
services sourced in North Carolina and Mississippi." In order to satisfy the requirements of
Resolution 2016-29375 is it sufficient that our primary project team members are staffed in
states other than North Carolina and Mississippi? Or is the interpretation of Resolution 2016-
29375 that none of the project team members for the project be located in North Carolina or
Mississippi? Our project team for this project will be directed. managed and staffed primarily
from our Florida and Missouri offices, while our firm is headquartered and incorporated in the
State of North Carolina. So we are looking for clarification on how to staff the remaining
project team.
A9: The referenced resolution prohibits the purchase of goods or services sourced in
North Carolina and Mississippi. Therefore, the resolution prohibits the actual provision
of services to be generated from locations within these states. The provision of
services from locations within other states is not impacted by the resolution.
Q10: Are we permitted to change the Notary public signature block on Appendix A from Florida to a
different state? Although we have a local presence, our contracts department is based
elsewhere.
A10: Yes.
Q11: What modeling efforts and scenarios has the City undertaken as it relates to the Stormwater
Management System currently under construction?Specifically, what modeling software was
used and what SLR projections and storm events were simulated?
All: The City has been using a rainfall of 7.5 inches in 24 hours for past modeling, but
2 ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS(RFQ)No 2017-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY PROGRAM
RFQ-2017-300-KB Page 61
last month the City Commission approved an increase to 8.75 inches in 24 hours and
the distribution used is based on the Soil Conservation Service Type III. The sea level
use for the backwater/boundary in the Bay was set and approved by Commission about
3 years ago as a sea level of 2.7 feet NAVD elevation. If high tide levels continue to
trend up as quickly as seen in the past three years, this elevation may have to be
reevaluated. The model that is being used is the ICPR model that South Florida Water
Management District has used for this area. The model has to be adjusted for the use
in this area with reduced peaking factors and minimum ground storage found in Miami
Beach.
Q12: If a firm is listed as a subconsultant for a firm not selected for award by the City, is that firm
eligible to be considered for the pool of pre-qualified consultants, or does the subconsultant
also need to submit a separate proposal as the prime consultant?
Al2: Any firm wishing to be considered for this project should submit a proposal.
Q13: It was mentioned during the pre-bid meeting that firms may submit a package to be qualified
for the pool of sub-consultants.What is the submittal criteria for sub-consultants if they do not
have direct experience in the scope listed?
A13: Any firm wishing to be considered shall submit its proposal in accordance with
the Submittal requirements in Section 0300 of the RFQ. ,
Q14: For firms that are exempt from Workers'Compensation requirements under state law, will the
certificate of exemption from each officer satisfy the insurance requirements for the City of
Miami Beach?
A14: Insurance requirements will be addressed during negotiations with the successful
proposer.
Any questions regarding this Addendum should be submitted in writing to the Procurement Department to
the attention of the individual named below, with a copy to the City Clerk's Office at
RafaelGranado(&miamibeachfl.iov.
Procurement Contact: Telephone: Email:
Kristy Bada 305-673-7000,ext.6218 KristyBada@miamibeachfl.gov
Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. Potential
proposers that have elected not to submit a response to the RFQ are requested to complete and return the
"Notice to Prospective Bidders"questionnaire with the reason(s)for not submitting a proposal.
Sincerely, '' ii
lex Denis
Procurement Director
3 ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS(RFQ)No 2017-300-KB
FOR BUSI NESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY PROGRAM
RFQ-2017-300-KB Page 62
Exhibit A:
Pre-Proposal Meeting Sign-in Sheet
4I ADDENDUM NO.1
1 REQUEST FOR QUALIFICATIONS(WO)No 2017-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY PROGRAM
RFQ-2017-300-KB Page 63
AIA M BEACH
CITY OF MIAMI BEACH
PRE-PROPOSAL MEETING
SIGN-IN SHEET
DATE: Tuesday, October 10,2017
TITLE: REQUEST FOR QUALIFICATIONS (RFQ) 2017-300-KB FOR BUSINESS
CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER
RESILIENCY PROGRAM
NAME COA1PANY NAME PRONE# FAX
(PLEASE PENT) T-MSLa.0 ADDRESS
Kristy Bata Procurement-CMB 305-673-7000
kristvbadamiamibeachfl.00v ext.6218
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MIAMIBEACH
CITY OF MIAMI BEACH
PRE-PROPOSAL MEETING
SIGN-IN SHEET
DATE: Tuesday, October 10, 2017
TITLE: REQUEST FOR QUALIFICATIONS (RFQ) 2017-300-KB FOR BUSINESS
CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER
RESILIENCY PROGRAM
NAME COMPANY NAME
(PLEASE PRIM l) -n1 itL ADDRESS PITOI�iI�#- ��x#
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RFQ-2017-300-KB Page 65
MIM! BEACH
CITY OF MIAMI BEACH
PRE-PROPOSAL MEETING
SIGN-IN SHEET
DATE: Tuesday, October 10,2017
TITLE: REQUEST FOR QUALIFICATIONS (RFQ) 2017-300-KB FOR BUSINESS
CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER
RESILIENCY PROGRAM
NAME COMPANY NAME
(PLEASE PRINT) E-MAIL ADDRESS PlIONE# T;‘
•
•
3
RFQ-2017-300-KB Page 66
MIAMI BEACH
CITY OF MIAMI BEACH
PRE-PROPOSAL MEETING
SIGN-IN SHEET
DATE. Tuesday, October 10, 2017
TITLE: REQUEST FOR QUALIFICATIONS (RFQ)2017-300-KB FOR BUSINESS
CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER
RESILIENCY PROGRAM
CohkV Vice, Ca ► las —
NAME COMPANY NAME
(PLEASE PRINT} E-MAIL
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RFQ-2017-300-KB Page 67
Exhibit B:
Vendor Access Report
5 ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS(RFQ)No 2017-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY PROGRAM
RFQ-2017-300-KB Page 68
Access Report
Agency City of Miami Beach
Bid Number 2017-300-KB
Bid Title BUSINESS CASE ANALYSIS OF THE CITY OF MIF
Vendor Name Accessed First Time Most Recent Access
Aptim Environmental&Infrastn.2017-10-19 01:42 PM EDT 2017-10-19 01:44 PM EDT
Jxe,Inc. 2017-10-18 09:04 PM EDT 2017-10-1809:25 PM EDT
Atkins North America 2017-10-11 05:31 PM EDT 2017-10-11 05:31 PM EDT
HR&A Advisors 2017-10-10 09:39 AM EDT 2017-10-10 09:40 AM EDT
Charter Communications 2017-10-03 06:55 AM EDT 2017-10-03 06:55 AM EDT
MLM-Martin Architects,Inc. 2017-09-29 05:04 PM EDT 2017-09-29 05:04 PM EDT
Bender&Associates Architects 2017-09-29 05:25 PM EDT 2017-09-29 05:25 PM EDT
ICF International 2017-10-05 05:41 PM EDT 2017-11-08 04:05 PM EST
PRIME AE Group,Inc. 2017-10-27 05:38 PM EDT 2017-10-27 05:38 PM EDT
Wade Trim 2017-10-02 02:00 PM EDT 2017-10-02 02:01 PM EDT
Waypoint contracting,Inc. 2017-10-03 10:55 AM EDT 2017-10-03 11:03 AM EDT
ARCHITECTURAL ENGINEER 2017-10-09 02:58 PM EDT 2017-10-09 02:58 PM EDT
Ricardo Vieira 2017-10-03 02:41 PM EDT 2017-10-03 02:58 PM EDT
Perkins+Will 2017-09-29 05:09 PM EDT 2017-09-29 05:09 PM EDT
Onvia 2017-09-29 07:13 PM EDT 2017-09-29 07:13 PM EDT
Gustafson Guthrie Nichol 2017-09-29 05:05 PM EDT 2017-09-29 05:05 PM EDT
GRAYBAR ELECTRIC 2017-10-23 12:12 PM EDT 2017-10-23 12:12 PM EDT
A&P Consulting Transportation 2017-10-19 03:23 PM EDT 2017-10-19 03:23 PM EDT
EMA,Inc. 2017-10-04 03:02 PM EDT 2017-10-04 03:02 PM EDT
Llorente and Heckler 2017-11-07 11:37 AM EST 2017-11-08 12:44 PM EST
MWH Americas,Inc. 2017-09-29 05:02 PM EDT 2017-09-29 05:02 PM EDT
Singhofen&Associates,Inc. 2017-09-30 04:38 PM EDT 2017-10-24 11:21 AM EDT
INTERA Incorporated 2017-09-29 05:38 PM EDT 2017-10-02 10:35 AM EDT
Kimley-Horn and Associates,In 2017-10-02 07:28 AM EDT 2017-10-17 11:02 AM EDT
WEST Consultants,Inc 2017-10-02 03:24 PM EDT 2017-10-02 03:32 PM EDT
Water&Air Research,Inc. 2017-10-02 09:35 AM EDT 2017-10-02 09:35 AM EDT
• Bnzaga,Inc. 2017-09-29 05:04 PM EDT 2017-11-07 01:42 PM EST
Perkens WS Corporation 2017-10-03 12:50 AM EDT 2017-10-26 03:19 AM EDT
Art Of Form Architectural Servic2017-10-11 11:26 AM EDT 2017-10-11 11:26 AM EDT
Aptim,Inc. 2017-09-29 05:24 PM EDT 2017-09-29 05:24 PM EDT
Kiewit Infrastructure South Co 2017-10-04 03:31 PM EDT 2017-10-04 03:33 PM EDT
Hazen and Sawyer 2017-10-17 10:11 AM EDT 2017-10-31 09:36 AM EDT
Powell Electrical Systems Inc. 2017-10-02 09:08 AM EDT 2017-10-02 09:08 AM EDT
Envisors,a Division of Pennoni 2017-10-03 11:30 AM EDT 2017-10-03 11:30 AM EDT
Webtech 2017-10-03 12:08 AM EDT 2017-10-03 12:11 AM EDT
Sam Anderson Pvt Ltd 2017-10-05 02:30 AM EDT 2017-10-25 11:21 AM EDT
Durba Construction 2017-10-02 08:45 AM EDT 2017-10-02 08:45 AM EDT
Media Analytics 2017-10-31 08:23 AM EDT 2017-10-31,08:23 AM EDT
KPMG LLP 2017-10-30 12:44 PM EDT 2017-10-30 12:45 PM EDT
Moffatt and Nichol 2017-10-02 10:48 AM EDT 2017-10-02 10:48 AM EDT
Taylor Engineering,Inc. 2017-10-02 08:32 AM EDT 2017-10-02 08:32 AM EDT
FLORIDA RESEARCH 2017-10-02 02:02 PM EDT 2017-10-02 02:02 PM EDT
Stantec Consulting Services,In 2017-10-02 10:18 AM EDT 2017-10-02 10:18 AM EDT
PlaceMakers,LLC 2017-10-02 01:14 PM EDT 2017-10-02 01:15 PM EDT
Arup North America Ltd 2017-11-08 11:06 AM EST 2017-11-08 11:25 AM EST
300 Engineering Group,P.A. 2017-10-12 09:08 AM EDT 2017-10-12 09:08 AM EDT
RFQ-2017-300-KB Page 69
American Textile&Supply,Inc 2017-09-29 04:57 PM EDT 2017-09-29 04:57 PM EDT
DPZ Partners LLC 2017-10-06 10:49 AM EDT 2017-10-06 10:50 AM EDT
APTIM 2017-10-04 03:54 PM EDT 2017-10-04 03:54 PM EDT
North America Procurement Co 2017-10-02 03:03 PM EDT 2017-11-06 11:33 PM EST
Alvarez Engineers,Inc 2017-11-07 04:31 PM EST 2017-11-07 04:45 PM EST
MATEU Architecture Inc 2017-10-02 08:45 AM EDT 2017-10-02 08:45 AM EDT
IHS Markit,Inc. 2017-10-03 0251 PM EDT 2017-10-04 12:58 PM EDT
Johnson Engineering,Inc. 2017-10-02 10:29 AM EDT 2017-10-02 10:29 AM EDT
Lanzo Companies 2017-10-04 01 50 PM EDT 2017-10-04 01:50 PM EDT
SEQUIL Systems,Inc 2017-10-04 05:01 PM EDT 2017-10-04 05:05 PM EDT
Worldwide Technologies 2017-10-03 02:24 AM EDT 2017-10-06 04:29 AM EDT
Mathematica Policy Research 2017-10-04 11:16 AM EDT 2017-10-04 12:02 PM EDT
Grand Cayon Minority Contracts 2017-10-04 12:47 AM EDT 2017-10-04 12:49 AM EDT
The Blue Book Building&Cons2017-10-10 12:24 PM EDT 2017-11-06 09:45 PM EST
Alden Research Laboratory,Inc 2017-10-02 08:38 AM EDT 2017-10-02 08:46 AM EDT
Coastal Systems International, 2017-09-29 05:02 PM EDT 2017-10-24 12:26 PM EDT
SRS Engineering,Inc. 2017-10-03 10:45 AM EDT 2017-10-05 09:54 AM EDT
Symbiont 2017-10-02 12:40 PM EDT 2017-10-02 01:43 PM EDT
OGM SUPPLY LLC 2017-10-26 10:58 AM EDT 2017-10-26 10:58 AM EDT
Fishkind&Associates,Inc. 2017-10-04 07:08 PM EDT 2017-10-04 07:08 PM EDT
CEEPCO Contracting 2017-09-30 0958 AM EDT 2017-09-30 09:58 AM EDT
Snubbs Consulting Inc 2017-10-06 09:24 AM EDT 2017-10-06 09:32 AM EDT
Cambridge Systematics,Inc. 2017-10-02 09:28 AM EDT 2017-10-02 09:28 AM EDT
CH2M HILL Engineers,Inc. 2017-11-08 10:41 AM EST 2017-11-08 10:42 AM EST
SO 2017-09-30 11:57 AM EDT 2017-11-08 03:34 AM EST
Miller Legg 2017-09-29 05:23 PM EDT 2017-11-07 11:10 AM EST
Dodge Data&Analytics 2017-09-29 06:46 PM EDT 2017-10-05 04:28 AM EDT
IMS 2017-10-0212:31 PM EDT 2017-10-02 04:28 PM EDT
Arquitectonica 2017-09-29 05:04 PM EDT 2017-09-29 05:04 PM EDT
Bilzin Sumberg • 2017-10-04 11:15 AM EDT 2017-10-04 11:56 AM EDT
Risk Management Solutions,In 2017-11-08 08:36 AM EST 2017-11-08 02:04 PM EST
Moffatt&Nichol,Inc. 2017-11-07 12:20 PM EST 2017-11-08 10:21 AM EST
Emmett Sapp Builders Inc 2017-10-02 09:37 AM EDT 2017-10-03 02:34 PM EDT
Tetra Tech,Inc. 2017-10-04 10:10 AM EDT 2017-10-04 10:11 AM EDT
Ross construction 2017-11-03 11:15 AM EDT 2017-11-03 11:15 AM EDT
Chen Moore and Associates 2017-09-29 06:26 PM EDT 2017-09-29 06:27 PM EDT
RDH Building Science Inc. 2017-09-29 05:05 PM EDT 2017-09-29 05:05 PM EDT
Brierley Associates Corporation 2017-10-18 0928 AM EDT 2017-10-18 09:28 AM EDT
AECOM Technical Services,In(2017-10-02 10:10 AM EDT 2017-10-11 01:12 PM EDT
McKim&Creed,Inc. 2017-10-31 11:15 AM EDT 2017-10-31 11:15 AM EDT
Environmental Incentives 2017-10-19 01:45 PM EDT 2017-10-20 03:46 PM EDT
Biscayne Engineering Compan12017-09-29 05:01 PM EDT 2017-09-29 05:01 PM EDT
GPI Southeast,Inc 2017-10-03 09:26 AM EDT 2017-10-03 09:26 AM EDT
DHI Water&Environment,Inc. 2017-10-06 01:56 PM EDT 2017-10-06 01:56 PM EDT
The Balmoral Group 2017-10-02 07:54 AM EDT 2017-10-17 04:22 PM EDT
Amec Foster Wheeler 2017-10-02 09:57 AM EDT 2017-11-08 08:19 AM EST
AECOM 2017-09-29 07:47 PM EDT 2017-09-29 07:47 PM EDT
Joshua Zinder Architecture+D.2017-09-29 05:04 PM EDT 2017-09-29 05:08 PM EDT
Construction Software Technolc 2017-10-02 12:09 AM EDT 2017-11-07 12:45 AM EST
Raftelis Financial Consultants,12017-10-03 01:09 PM EDT 2017-11-08 09:41 AM EST
AECOM Technical Services,Inc 2017-10-18 10:51 AM EDT 2017-11-08 07:42 AM EST
M2E LLC 2017-10-02 08:19 AM EDT 2017-10-02 08:19 AM EDT
RFQ-2017-300-KB Page 70
Cummins Cederberg,Inc 2017-09-30 11.31 AM EDT 2017-09-30 11:32 AM EDT
RFQ-2017-300-KB Page 71
EXHIBIT G
CONSULTANT'S RESPONSE TO THE RFQ
RFQ-2017-300-KB Page 72
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1.1 Cover Letter and Table of Contents
November 17,2017 CH2M
Ms.Kristi Bada 3150 SW 38th Ave.
Suite 700
Contracting Officer III,Procurement Department Miami,Ft 33146
1755 Meridian Avenue,3rd Floor TEL 305.443.6401
Miami Beach,FL 33139
Subject:Business Case Analysis of the City of Miami Beach Stormwater Resiliency Program,#2017-300-KB
Dear Ms.Bada and Selection Committee Members:
To honor its commitment of providing excellent public service to its residents,businesses,and visitors,the City of
Miami Beach(City)is soliciting proposals from qualified consultants to provide a business case analysis(BCA)of the
City's stormwater infrastructure program upgrades,resiliency measures,and adaptation strategies.To adequately
address the"big picture"of this analysis,the selected Consultant must possess knowledge and expertise in economic
analysis and risk management,as well as the interrelationships between the City's investments and a myriad of
complex competing issues.
CH2M understands that the key to successfully preparing a comprehensive and value-based BCA lies in the knowledge
and expertise of an integrated team of professionals with direct,relevant experience serving clients on similar
projects working with skilled local technical resources familiar with the City's specific goals and vision.
Our Project Manager,Jason Bird,brings a strong knowledge of the City's goals for this project.Mr.Bird's previous
involvement with the City of Miami Beach's code and policy review and vulnerability assessment,including
development and mapping of all City assets against various flood risk scenarios,provides a strong understanding of
City strengths and weaknesses and ongoing flood risk reduction initiatives.Jason will be supported by a
comprehensive team of industry recognized experts in all facets of BCA preparation and implementation for flood risk
reduction In urban environments.
The CH2M team's project approach,team member resumes,and similar project experience detailed in this response
clearly demonstrates the breadth and depth of our team related to resiliency,sustainability,adaptation strategies,
and mitigation,as well as robust decision support methodologies and tools based on economic,environmental,and
social benefits.If you have questions or require additional information,please contact our Project Manager,Jason
Bird,who will serve as CH2M's primary point of contact for this work;phone(970)214-1495;email
Jason.Bird@ch2m.com.
CH2M has reviewed the RFQ and takes no exceptions to the terms as outlined.
We appreciate this opportunity to present our qualifications to serve the City on this BCA contract,and are excited
about continuing to partner with the City on this critical and challenging project.
Siy,
CH2M ncerelHIL gine• ,1 .
avail •
a ew B. • va •z,PE41411111%b Jason Bird
Vi President and Principal-i arge Project Manager
4
RFQ-2017-300-KB Page 75
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Table of Contents
TAB PAGE
1 COVER LETTER& MINIMUM QUALIFICATIONS REQUIREMENTS
1.1 Cover Letter and Table of Contents 1-1
1.2 Response Certification, Questionnaire&Requirements
Affidavit(Appendix A) 1-3
1.3 Minimum Qualifications Requirements 1-5
2 EXPERIENCE &QUALIFICATIONS
2.1 Qualifications of Proposing Firm 2-1
2.2 Qualifications of Proposer Team 2-4
Organization Chart 2-5
Resumes 2-7
3 APPROACH AND METHODOLOGY
3.1 Detailed information on the Approach and Methodology 3-1
1-2
RFQ-2017-300-KB Page 76
1.2 Response Certification, Questionnaire &
Requirements Affidavit (Appendix A)
1-i
RFQ-2017-300-KB Page 77
SoNdtafon No Sokgation Tide.
2017-300-KB Business Case Analysis of the City of Miami Beach Resiliency Program Update
Procurement Contact: Tel: Erni:
Kristy Bada 305-673-7490 kristybada@miamibeachfl.gov
STATEMENTS OF QUALIFICATIONS CERTIFICATION,QUESTIONNAIRE&REQUIREMENTS AFFIDAVIT
Purpose: The purpose of this Response Certification,Questionnaire and Requirements Affidavit Form is to inform
prospective Proposals of certain solicitation and contractual requirements,and to collect necessary information from
Proposals in order that certain portions of responsiveness, responsibility and other determining factors and
compliance with requirements may be evaluated. This Statement of Qualifications Certification,Questionnaire
and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and
executed.
1. General Proposer Information.
FRM NAME: CH 2M HILL Engineers,Inc.
NO.OF YEARS IN BUSINESS. 71 years NO. YEARS N BUSINESS LOCALLY: NO.OF EMPLOYEES:
26 in Miami 20,000
OTHER NAMES)PROPOSER HAS OPERATED UNDER N THE LAST 10 YEARS: NSA
FIRM PRIAARY ADDRESS(HEADQUARTERS): 9191 S.Jamaica Street
CITY: Englewood
STATE: CO ZIP CODE: 80112
TELEPHONE NO..
(303)771-0900
TOLL FREE NO N/A
FAX NO.: (720)286-9250
FIRM LOCAL ADDRESS: 3150 SW 38 Ave,Suite 700
CITY- Miami -
STATE- FL • ZIP CODE: 33146
PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Matt Alvarez
ACCOUNT REP TELEPHONE NO: (407)423-0030 x306
ACCOUNT REP TOLL FREE NO.. N/A
ACCOUNT REP EMAL: Matt.Alvarez@ch2m.com
FEDERAL TAX DENTIFICATION NO:
32-0100027
The City reserves the light to seek additional information torn proposer or other source(s),including but not limited to:any fine a principal
information,applicable licensure,resumes of relevant individuals,client information,inandal information,or any information the City deems
necessary to evaluate the capacity of the proposer to perform in accordance with contact requirements.
RFQ 2017-300-KB 3
RFQ-2017-300-KB Page 78
1. Veteran Owned Business.Is Proposer claiming a veteran owned business status?
YES I X NO
SUBMITTAL REQUIREMENT:Proposers daiming veteran awned business status shall submit a documentation proving that firm
is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States
federal government,as required pursuant to ordinance 2011-3748.
2. Conflict Of Interest All Proposers must disdose,in their Proposal, the names)of any officer, director,agent,or immediate
family member(spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach.Further,all Proposers
must disdose the name of any City employee who owns,either directly or indirectly,art interest of ten(10%)percent or more in
the Proposer entity or any of its affiliates.
SUBMITTAL REQUIREMENT:Proposers must disclose the name(s)of any officer,director,agent,or immediate family member
(spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach.Proposers must also disclose the name
of any City employee who owns,either directly or indirectly,an interest of ten(10%)percent or more in the Proposer entity or any
of its affiliates N/A
3. References&Past Performance.Proposer shall submit at least three(3)references for whom the Proposer has completed work
similar in size and nature as the work referenced in solicitation.
SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1)Firm Name,2)Contact
Individual Name&Title,3)Address,4)Telephone,5)Contacts Email and 6)Narrative on Scope of Services Provided.
See Attachment 1 following Appendix A form
4. Suspension,Debarment or Contract Cancellation.Has Proposer ever been debarred,suspended or other legal violation,or
had a contract cancelled due to non-performanceb public sector agency?
YES anNO
SUBMITTAL REQUIREMENT:If answer to above is'YES,'Proposer shall submit a statement detailing the reasons that led to
action(s).
5. Vendor Campaign Contributions.Proposers are expected to be or become familiar with,the City's Campaign Finance Reform
laws,as codified in Sections 2-487 through 2-490 of the City Code.Proposers shall be solely responsible for ensuring that all
applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all
sanctions,as prescribed therein,including disqualification of their Proposals,in the event of such non-compliance.
SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities(induding your sub-consultants)with a controlling
financial interest as defined in solicitation.For each individual or entity with a controlling financial interest indicate whether or not
each individual or entity has contributed to the campaign either directly or indirectly,of a candidate who has been elected to the
office of Mayor or City Commissioner for the City of Miami Beach. N/A
6. Code of Business Ethics.Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the
City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its
proposal/response or within five(5)days upon receipt of request.The Code shall,at a minimum,require the Proposer,to comply
with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics
provision of the City of Miami Beach and Miami Dade County.
SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business
Ethics,Proposer may submit a statement indicating that it will adopt as required in the ordinance,the City of Miami Beach Code
of Ethics,available at www.miamibeachfl.gov/procurement'scroll.aspx?id=79113 See Attachment 2 following Appendix A
7. Living Wage.Pursuant to Section 2-408 of the Miami Beach City Code,as same may be amended from time to time,Proposers
shall be required to pay all employees who provide services pursuant to this Agreement,the hourly living wage rates fisted below:
CK Commencing with City fiscal year 2012-13(October 1,2012),the hourly living rate will be$11.28/hr.with
health benefits,and$12.92/hr.without benefits.
The living wage rate and health care benefits rate may,by Resolution of the City Commission be indexed annually for inflation
using the Consumer Price Index for all Urban Consumers(CPI-U) Miami/Ft. Lauderdale, issued by the U.S. Department of
Labor's Bureau of Labor Statistics. Notwithstanding the preceding,no annual index shall exceed three percent(3%).The City
R=Q1 _I K3 .9
RFQ-2017-300-KB Page 79
may also,by resolution,elect not to index the living wage rate in any particular year,if it determines it would not be fiscally sound
to implement same(in a particular year).
Proposers'failure to comply with this provision shall be deemed a material breach under this proposal,under which the City may,
at its sole option,immediately deem said Proposer as non-responsive,and may further subject Proposer to additional penalties
and Ines,as provided in the City's Living Wage Ordinance,as amended.Further information on the Living Wage requirement is
available at www miamibeachfiAov/procurementlscroll.aspx?id=79113
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
to the living wage requirement.
8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited
contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more
calendar work weeks,the Equal Benefits for Domestic Partners Ordnance 2005-3494 requires certain contractors doing business
with the City of Miami Beach,who are awarded a contract pursuant to competitive proposals,to provide'Equal Benefits'to their
employees with domestic partners,as they provide to employees with spouses.The Ordinance applies to all employees of a
Contractor who work within the City limits of the City of Miami Beach, Florida;and the Contractor's employees located in the
United States,but outside of the City of Miami Beach limits,who are directly performing work on the contract within the City of
Miami Beach.
A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees?
X YES NO
B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or
to domestic partners ofemployees?
X YES I I NO
C. Please check all benefits that apply to your answers above and list in the mother'section any additional benefits not already
specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as
bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance.
BENEFIT Firm Provides for Firm Provides for Firm does not
Employees with Employees with Provide Benefit
Spouses Domestic Partners
Health X X
Sick Leave X X
Family Medical Leave X X
Bereavement Leave X X
If Proposer cannot offer a benefit to domestic partners because of reasons outside your control,(e.g.,there are no insurance
providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance.To
comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application
(attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the
City Manager,or his designee.Approval is not guaranteed and the City Managers decision is final.Further information on the
Equal Benefits requirement is available at www.miamibeachi.aovforocurementIsaoll.asp x/id=79113
9. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currently enacted or as amended from time to time,states that
a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not
submit a proposal,proposal,or reply on a contract to provide any goods or services to a public entity;may not submit a proposal,
proposal,or reply on a contract with a public entity for the construction or repair of a public building a public work;may not submit
proposals,proposals,or replies on leases of real property to a public entity;may not be awarded or perform work as a contractor,
supplier,subcontractor,or consultant under a contract with any public entity,and may not transact business with any public entity
in excess of the threshold amount provided in s.287.017 for CATEGORY TWO for a period of 36 months following the date of
being placed on the convicted vendorlist.
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list.
10. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the
RFQ 2017.300 B 2C
RFQ-2017-300-KB Page 80
business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,including the
blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race.color,national
origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability.
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code.
11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to
Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and
Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi.Proposer shall agree that no
travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be
sourced from these states.
SUBMfTTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document.Proposer agrees
it is and shall remain in full compliance with Resolution 2016-29375,
12. Fair Chance Requirement Pursuant to Section 2-376 of the City Code,the City shalt not enter into any contract resulting from a
competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies,
practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City
Code("Fair Chance Ordinance"),and which,among other things.(i)prohibits City contractors,as an employer,from inquiring
about an applicant's criminal history until the applicant is given a conditional offer of employment;(ri)prohibits advertising of
employment positions with a statement that an individual with a criminal record may not apply for the position,and(iii)prohibits
placing a statement on an employment application that a person with a criminal record may not apply for the position.
SUBMITTAL REQUIREMENT: No additional submittal is required at this time. By virtue of executing this affidavit, Proposer
certifies that it has adopted policies,practices and standards consistent with the City's Fair Chance Ordinance-Proposer agrees
to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any
breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the
immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity.
12. Acknowledgement of Addendum.After issuance of solicitation,the City may release one or more addendum to the solicitation
which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every
Proposer having received solicitation through the City's e-procurement system,PubicPurchase.com.However,Proposers are
solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement
of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation.
Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification.
Initial to firm i Imolai to Confirm initial to Conium
R Receipt ReceOt
Addendum 1 Addendum 6 Addendum 11
Addendum 2 Addendum 7 Addendum 12
Addendum 3 Addendum 8 Addendum 13
Addendum 4 Addendum 9 Addendum 14
Addendum 5 Addendum 10 k Addendum 15
If additional confirmation of addendum is required,submit under separate cover,
14. Financial Capacity.Each proposer shall arrange for Dun&Bradstreet to submit a Supplier Qualification Report(SQR)directly to
the Procurement Contact named herein.No proposal will be considered without receipt by the City,of the SQR directly from Dun
&Bradstreet.The cost of the preparation of the SQR shall be the responsibility of the Proposer.Proposers are responsible for the
accuracy of the information contained in its SQR.ft is highly recommended that each proposer review the information contained in
its SQR for accuracy prior to submittal to the City and as early as possible in the solicitation process.For assistance with any
portion of the SOR submittal process.contact Dun&Bradstreet at 800-424-2495.
SUBMITTAL REQUIREMENT: The Proposer shall request the SQR report from D&B at
haps•JlsupplierportaLdnb.convwebappiwcslstoreslsereletlSupplierPortal?storcMi11698
CM2M HILL Engineers,tnc.'s SQR was requested from D&S November 10,2017,noting Kristy Bade at
kristybada@miamibeachfl.gov as the recipient.
k`l1 ::1 7 2 i
RFQ-2017-300-KB Page 81
DISCLOSURE AND DISCLAIMER SECTION
The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach(the'city)for the recipient's convenience.
Any action taken by the City in response to Statement of Qualifications made pursuant to this solicitation,or in making any award,or in
failing or refusing to make any award pursuant to such Statement of Qualifications,or in cancelling awards,or in withdrawing or cancelling
this solicitation,either before or after issuance of an award,shall be without any liability or obligation on the part of the City.
In its sole discretion,the City may withdraw the solicitation either before or after receiving Statement of Qualifications,may accept or reject
Statement of Qualifications,and may accept Statement of Qualifications which deviates from the solicitation,as it deems appropriate and in
its best interest. In its sole discretion, the City may determine the qualifications and acceptability of any party or parties submitting
Statement of Qualifications in response to this solicitation.
Fonowng submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances,
including financial and disclosure data, relating to the Statement of Qualifications and the applicant including, without limitation, the
applicant's affiliates.officers,directors,shareholders,partners and employees,as requested by the City in its discretion.
The information contained herein is provided solely for the convenience of prospective Proposals.It is the responsibility of the recipient to
assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of
any information in this solicitation.
Any reliance on these contents,or on any permitted communications with City officials,shall be at the recipient's own risk.Proposals should
rely exclusively on their own investigations,interpretations,and analyses.The solicitation is being provided by the City without any warranty
or representation,express or implied,as to its content,its accuracy.or its completeness.No warranty or representation is made by the City
or its agents that any Statement of Qualifications conforming to these requirements will be selected for consideration.negotiation,or
approval.
The City shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will
be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer,is
totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Statement of Qualifications submitted to
the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Statement of Qualifications.
This solicitation is made subject to correction of errors,omissions,or withdrawal from the market without notice.Information is for guidance
only,and does not constitute all or any part of an agreement.
The City and all Proposals will be bound only as,if and when a Statement of Qualifications,as same may be modified.and the applicable
definitive agreements pertaining thereto,are approved and executed by the parties,and then only pursuant to the terms of the definitive
agreements executed among the parties.Any response to this solicitation may be accepted or rejected by the City for any reason,or fcr no
reason,without any resultant liability to the City.
The City is governed by the Government-in-the-Sunshine Law,and at Statement of Qualifications and supporting documents shall be
subject to disclosure as required by such law.All Statement of Qualifications shall be submitted in sealed proposal form and shall remain
confidential to the extent permitted by Florida Statutes, until the date and time selected for opening the responses. At that time, all
documents received by the City shall become public records.
Proposals are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Statement of
Qualifications,the Proposer acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate
to substantiate or supplement information contained in the Statement of Qualficatons,and authorizes the release to the City of any and all
information sought in such inquiry or investigation.Each Proposer certifies that the information contained in the Statement of Qualifications
is true,accurate and complete,to The best of its knowledge,information,and belief.
Notwithstanding the foregoing or anything contained in the solicitation, all Proposals agree that in the event of a final unappealable
judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation,or any response thereto.
or any action or inaction by the City with respect thereto, such liability shall be limited to$10,000.00 as agreed-upon and liquidated
damages. The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and
Disclaimer which imposes no liability on the City.
In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation,it is understood that
the provisions of this Disclosure and Disclaimer shall always govern.The solicitation and any disputes arising from the solicitation shall be
governed by and construed in accordance with the laws of the State of Florida.
cC 17 ,
22
RFQ-2017-300-KB Page 82
ROPOSER CER-FICATIO'i
I hereby certify that: I,as an authorized agent of the Proposer,am submitting the following information as my firm's
proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document,
inclusive of this solicitation,all attachments,exhibits and appendices and the contents of any Addenda released hereto,and
the Disclosure and Disclaimer Statement;proposer agrees to be bound to any and all specifications,terms and conditions
contained in the solicitation, and any released Addenda and understand that the following are requirements of this
solicitation and failure to comply will result in disqualification of proposal submitted;Proposer has not divulged,discussed,
or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal;
proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida
Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the
Statement of Qualifications Certification,Questionnaire and Requirements Affidavit are true and accurate.
Name of Prcposer's Aut ed Representative: The of Proposer s Authorized Representative: 1
Matthew AI ez,PEA. Vice President
Signature -.tativt Date:
State of FLORIDA ) On this(;day ofA240"°'",2017personally
appeared before me ('l artMOattt-who
County of K(....n:-taa.aly_) stated that(s)he is the Vtc� its taut t_
of CAA. ,a corporation,and that the instrument was signed in behalf of
the said corporation by authority of its board of di ctors and acknowledged said
instrument to be its voluntary act and deed.Be me:
Public for the State of Florida
My Commission Expires: rO-f C-f 2
E.0%.0‘ CMuILMO
MY FES:9SI0N 1 l 1,Xn
�. yes:oetabsr ta,aote
Sealed rias Wars warvJratr lir
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RFQ-2017-300-KB Page 83
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Attachment 1 References & Past Performance
PROJECT/CLIENT:HOWARD BEACH FLOOD RISK REDUCTION STUDY,THE NATURE CONSERVANCY(TNC)/
QUEENS,NEW YORK
CONTACT&TITLE Emily Nobel Maxwell,NYC Program Director PHONE 212.381.2185
ADDRESS 322 8th Ave,New York,NY 10001 EMAIL emaxwell@tnc.org
SCOPE The Nature Conservancy(TNC)selected CH2M to develop natural and hard infrastructure
alternatives for Howard Beach,to provide detailed coastal engineering and to work with TNC on various methods of cost-
benefit analyses to allow comparisons of the alternatives and to be used as part of the INC's funding mechanism studies.
The original body of research,produced by TNC with technical and analytical input from CH2M,suggested further
questions that merited exploration.The subsequent study used an innovative cost benefit analysis approach that provides
a more comprehensive methodology for evaluating risk reduction alternatives that incorporate nature-based elements.
While a standard analysis would count benefits only as avoided losses to infrastructure provided by each concept,the
method used in this study quantifies and monetizes additional benefits related to the coastal and upland habitats in each
alternative.
CH2M TEAM MEMBER: Mary Jo Kealy
PROJECT/CLIENT:BUSINESS CASE EVALUATION(BCE)TOOL•PROJECT SELECT/CLEAN WATER SERVICES/
WASHINGTON,OREGON
CONTACT&TITLE Nate Cullen,Wastewater Treatment Director PHONE 503.681.3600
ADDRESS 2550 SW Hillsboro Hwy,Hillsboro,OR 97123 EMAIL CullenN@CleanWaterServices.org
SCOPE CH2M guided the development of ProjectSelect,a BCE support tool that provides a framework
for efficiently including both financial and non-financial considerations when evaluating the merits of public investment
options.Project Select evaluates the cost effectiveness of alternative capital and maintenance projects that are intended
to meet a given objective or purpose.The model includes a number of financial analyses,including;present worth,pay-
back period,average annual cost,and cost-benefit ratio.This model allows for the incorporation of selected other non-
financial considerations into the analysis of alternatives and then graphically presents the results to allow decision-makers
to quickly understand the differences between the alternatives.
CH2M TEAM MEMBER: Mike Matichich
• PROTECT/CLIENT STORMWATER MASTER PLAN AND CLIMATE CHANGE ANALYSIS/CITY OF ALEXANDRIA,
•VIRGINIA
CONTACT&TITLE Brian Rahal,PE PHONE 703.746.4057
ADDRESS 301 King Street Alexandria,VA 22314. EMAIL Brian.Rahal@alexandriava.gov
SCOPE: The Stormwater Master Plan and Climate Change Analysis project was developed to analyze
storm sewer capacity issues and repair and replacement needs,identify problem areas,and develop and prioritize
solutions that balance the City's goals for reducing flooding,ensuring public safety and promoting water quality and Eco-
City goals,which include climate resilience.CH2M was selected to deliver the project,which was funded by the U.S.
Environmental Protection Agency(USEPA)and involved the following five tasks:
RFQ-2017-300-KB Page 84
• Evaluation of rainfall data and drainage design criteria,including climate change impacts requiring adaptation
strategies
• Hydrologic and hydraulic(H&H)modeling to identify capacity limitations
• Field verification of selected drainage facilities
• Evaluation of green infrastructure alternatives,combining the natural and built environment
• Project coordination meetings and public involvement support
CH2M TEAM MEMBER: Laurens Van Der Tak
PROJECT/CLIENT:FACILITIES AND CLIMATE CHANGE PLAN/BOSTON,MASSACHUSETTS
CONTACT&TITLE John Sullivan,Chief Engineer PHONE 617.989.7444
ADDRESS 1 City Hall Square,Boston,MA 02201 EMAIL SullivanJP@BWSC.ORG
SCOPE The objective of this 56.9 million project was to develop a sustainable facility plan for the City's
sewer and storm drain systems that aligned with the Commission's long-term service goals and was supported by
effective O&M and engineering practices.The Commission committed to implementing a sustainable facility planning
process with the following elements:
• Climate change impact assessment and mitigation/adaptation strategy development
• Improved workflows for preventive and corrective maintenance aligned to key performance indicators(KPIs)
• Updated field inspection forms and matching computerized maintenance management system(CMMS)data fields
for improved data management and decision making
• Two-tiered condition assessment program integrated with GIS and CMMS
• Risk-based prioritization of capital and maintenance activities
CH2M TEAM MEMBER: Laurens van der Tak
RFQ-2017-300-KB Page 85
Attachment 2 of Appendix A,No.6
Code of Business Ethics(Excerpt from document)
CH211/11-1111.
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RFQ-2017-300-KB Page 86
Table of Contents
Message from our Chief Executive Officer...........i Intellectual Property Rights 16
Acknowledgement and Certification of Your Software 16
Commitment to CH2M HILL's Employee Ethics Social Networking.... 17
&Business Conduct Principles it Media and Other Inquiries 17
I. Responsibilities of CH2M HILL Leaders 1
V. Respect for Clients
II. Do the Right Thing/Make the Right Call 2 and the Global Marketplace 18
Ethical Decision Making 2 Environment and Sustainability 18
Seeking Guidance and Reporting Antitrust and Competition Laws 18
Potential Ethics Violations 2
Corrupt Business Practices 19
Reporting Concerns about Financial Reporting...........3
Trade and Export Controls 20
Reporting Concerns about Violations Export Licensing 20
Involving our U.S.Government Work 3
Boycotts 20
Discipline 3
Sanctions 20
Protection for Whistle-Blowers 3
Fair Treatment of Labor 21
III. Respect for Each Other. 4 Community Relations 21
Diversity and Inclusion 4
Employment of Government Officials 21
Non-Discrimination 4
Confidential Information of Clients,
Anti-Harassment 4 Suppliers,and Partners 22
Disrespectful Behavior 5 Competitive Information 22
Open Communication and Goal Alignment 6 Accurate Record Keeping 23
Health,Safety,and Environment.. 6 Accurate Financial Reporting 23
Workplace Injuries and Illnesses 7 Insider Trading 23
Workplace Violence 7
Government Inquiries 24
Drugs and Alcohol 7
Record Retention and Destruction 24
Protection of Personal Information 7
Use of Our Communication VI. Special Consideration When
Systems and Technologies B the U.S.Government is our Client 25
Importance of Professional Appearance 8 Timekeeping 25
U.S.Government Contract Procurement 26
IV. Respect for CH2M HILL 9 Federal Acquisition Regulation(FAR) 26
Conflicts of Interest 9 Truth in Negotiations Act(TINA) 26
Personal Conflicts of Interest 9 Procurement Integrity Act(PIA) 26
Organizational Conflicts of Interest 9 Organizational Conflicts of Interest 27
Apparent vs.Actual Conflicts of Interest 10
Doing Business with Employees, U.S.Government Project Delivery 28
Friends,and Family 10 Reasonable and Unallowable Costs 28
Corporate Opportunities 11 Gifts and Entertainment for Government Officials..28
Outside Employment 11 Human Trafficking and U.S.Government Work 29
Serving on a Board of Directors 11 Intellectual Property 29
False Claims Act(FCA) 29
Gifts and Entertainment 12
Contingent Fees 29
Political Activities and Contributions 14 Anti-Kickback Act(AKA).. 30
Lobbying Activities 15 Protection for Whistle-Blowers 30
Relationship with the Supply Chain 15 Mandatory Disclosure of Violations 30
Protection of CH2M HILL's Assets 16
Physical Assets and Technologies 16
Confidential Information
and Non-Disclosure Obligations 16
1-16
RFQ-2017-300-KB Page 87
:r+2 t''_'_'S_^'Ocean=?7143 1 Business Conduct Prr:':IC as
Message from our Chief Executive Officer
Dear employees,
•
Here at CH2M HILL,we darn challenge into opportunity and lay the foundation for human
progress around the world.In all that we do,we uphold our highest ethical standards
and core values—serving our clients and the communities where we work and live with
distinction and delivery excellence.
x j
CH2M HILL was built on a strong foundation of doing the right thing,and captured in the
Little Yellow Book are essential values that we hold dearest.As we move forward and
continue to grow in an increasingly complex marketplace,we must draw en our past as
we look to the future,living each day with the founding values of our company in mind.
Governing Values:
CH2M HILL's Employee Ethics and Business Conduct Principles further codify the
firm's values and is your guide to how we interact with each other,our customers,our
partners,our competitors and our suppliers.As an employee,I ask RESPECT
oy you to understand
and commit to these principles.We owe it to ourselves,our colleagues and the people •Ee the most respected
touched by our work to not only adhere to these ethical principles,but to also seek ' company in our industry
business partners who live by the same standards as well. •Commit to ethics and integrity
As we work together to solve same of the world's most complex challenges,there will •Strengthen civili y in the
be times when we.are faced with difficult ethical dilemmas.Itis imperative that we make workplace
the right call and conduct our business with the integrity that reflects our heritage and •Enhance careers through
reputation as one of the world's most ethical companies.Live the CH2M HILL Way professional development and
every day,and stay true to who we are:Respectful,collaborative,entrepreneurial, advancement opportunities
compassionate and fun. •Commit to sestmnable
These Employee Ethics and Business Conduct Principles apply to every CH2M HILL business practices
employee across the enterprise and are designed to help address issues that may arise •
from lime to time.You will,however,encounter unexpected situations,and I ask that DELIVERY EXCELLENCE
• you let our core values and these principles guide the decisions you make.As one of •Lead our vlduct y+r
our founders,founders,Jim Howland,said in the Little Yellow Book.'A good test to determine health,and quality
if a contemplated action is ethical is to ask,'Would I want to see it in the headlines •Think tike cur clients
tomorrow morning?"
•Apply the best resources
If you have a question on the best course of action in a difficult situation,or if you to cur clients'projects
become aware of a possible violation of a CH2M HILL policy or alaw that governs our •Achieve market leadership
business,please get help from your peers,your supervisor or The GuideLine(our safe, in delivery of all services
• confidential hotline).
•Minimize bureaucracy
As we move forward,be proud of our achievement as one of the world's most •Manage risk,riot avoid it
ethical companies,and always remember,'Integrity is the all-important prerequisite •Improve business
to employment The person must be honest with himself and others or we have no perfo-mance
foundation on which to build.'-Jim Howland,CH2M HILL Founder.
EMPLOYEE CONTROL
•Build long-tern stability
,e •Control cur destiny
Jacqueline Hinman,
•Foster a sense of pride
CH2M HILL Chief Executive Officer
•Reinvest profits in growing
markets,protects,and people
■
To report concerns or seek guidance about any issues raised hare.contact The GuideLine it+'-666-924-4843;U.S.ars Canaan,
- 720'?00.4&13 ioutslde North America)or rrilire 3t www reoortlineweb com/ch2mhill;wnien 1.1.s international tell free numbers oval abia;l-17
RFQ-2017-300-K13 Page 88
r.... t n•p mite tt-ii- . z.re!sa•C d v--Cr":"-Cr
r
i
Acknowledgement and Certification of Your Commitment to CH2M HILLfs
Employee Ethics & Business Conduct Principles
Please review this statement of acknowledgement and certification and sign it(electronically or in hard copy,as directed)after
you have reviewed the entire document
I understand that as a CH2M HILL employee I must embrace our Employee Ethics&Business Conduct Principles.These principles
support and promote CH2M HILLS way of doing business and protect our employees.chant relationships,financial integrity,public image.
and sharattcider value.As a conditional my employment with CH2M HILL,I agree to abide by these important and sustaining saes of
conduct and confirm as follows:
1. I Understand and Endorse the Employee Ethics & Business Conduct Principles
and Related Policies
I; h is my responsible,/ry to be familiar with CH2M HILLS Employee Et
hres 3 Business Conduct Principles,including all policies and;rrced...res
= referenced in the principles.and to understand my obligations as outlined in this document.
i edn*rm that these Employee Ethics&Business Conduct Principles cover,among other things,our policies and expected conduct with •
respect to:ethical decision making;diversity;freedom from discrimination,harassment,and disrespectful behavior,health and safety:
alcohol and substance abuse;violence in the workplace:conitcts of interest;corruption and entertainment;political and lobbying
( activities;ones for relationships with our competitors and suppliers;obligation to protect CH2M HILL assets;confidentiality of our and
our customers'proprietary information;use of communication tools and technology(including social media):fair dealings soligatians;fair
treatment of labor;accurate record and time keeping;accurate Financial reporting;Insider tracing:protection of personal information;aro
!I. special requirements when doing work for U.S.Government clients.
Y I acknowledge that I nave received,read,understand.and agree to these Employee Ethics&Business Conduct Prmc ptea without
a limitation.I also understand that I have the responsibility to periodically review and comply with other CH2M HILL polices and procedures
that sopty to my job and responsibilities at CI-12M HILL.I confirm that f nave access to these documents through CH2M HILLS Intranet,
and if I would like a hard copy.I know that I can ask Human Resources for one.
- 2. I Understand and Endorse CH2M HILL'S Policy Against Corruption
g I understand that CH2M HILL has zero tolerance for corruption in our business practices.I understand that CH2M HILL does not
3 directly or through others pay or facilitate bribes or provide anything of value to our supply chain or client representatives,including our
•• v government officals,to secure new or retain existing business opportunities. I have read and understand CH2M HILL policies deatirg war,
corruption,arta gifts and entertainment and agree to abide by them. I understand CH2M HILL rules on dealing with one supply chain and
agree to abide by them
3. I Have an Obligation to Report Violations
I agree to report any actual or suspected violations of these Employee ELhros&Business Conduct Pnncrples,Cl12M HILLs policies.
laws,and/or regulations of any jurisdiction where I work.t understand that The GuideLine 1CH2M HILL'S internal hot fine)is a safe
and cortfidendal way to report these violations-I know how to contact The GrddeLins,(either by phone or through the Internet).I also
understarnd'1mat employees who report violations,in good faith,will be protected against any retaliation.I understand that CH2M HILL will
only use The Guideline in a manner consistent with laws that apply to me and to CH2M HILL.
4. I Understand and Accept the Consequences of Violating these Principles
I understand that a violation of the policies and ethical standards outlined in our Employee E hics&Business Conduct Principles will
subject me to disciplinary action up to and including termination of employment.I understand and agree that these Employee Ethics&
Business Conduct Principle o not,nor - ray i tended to,confer any rights or benefits of employment,or constitute an assurance of
continued employment or 3 L• in_+r.loyrn status.
Signature
r
�• Date !l /'7
Printed Name A '"`
Global Empi Nee Number AIG CMO ' 5-"T/r
1 Office Location MOC
Last:r42`•... r,ra 4174
To-apart.or.erns or seek guidance Scout any.slues:av;ea-are ;ontact The CuideLine at.1•866-924-4843;Li S arid Canada'
.'2`;238 48.13 Ni•,outaidL ettAmaricai or onto e r wyeaerocegeaneseggsmai.gb2oata:wn,uh rias mtemaLorai tap free numbers_ava,ia lei 1-18
RFQ-2017-300-KB Page 89
1.3 Minimum Qualifications economics,and risk management/mitigation.
Following the exhibit,we have included detailed
Requirements descriptions of projects that showcase our Business
Case Evaluation/Analysis expertise as well as our
CH2M's qualifications for this contract far exceeds depth of technical expertise in the disciplines that
the City's criteria identified in Appendix C,Minimum provide the framework for these evaluations. It is
Requirement and Specifications,as is evidenced by important to note that the CH2M team members
the projects highlighted in this section.Exhibit 1-A proposed to implement the Business Case Analysis
provides an overview of these projects and clearly of the City's Stormwater Resiliency Program have
demonstrates our successful delivery of consulting played key roles on the projects highlighted in this
services in the City's areas of interest- section,bringing valuable knowledge and lessons
sustainability,resiliency,adaptation strategies, learned to the City's contract.
EXHIBIT 1-A CH2M has a proven track record of experience applicable to the City's Services,resulting in
technically superior,streamlined,and cost-effective task implementation.
2 • 'C a` '
E 7s.
C 3
C 471
C O e .S C
• tr
3 m C. •
Project Location cc a cc t c o
n o
z m •
Comprehensive Asset Management Program Tampa Bay Water, • • • • •
and Maintenance Strategy FL lI
Howard Beach Flood Risk Reduction Queens,NY • • .• • • • •
Asset Management Development Columbus,OH • • • • •
Seminole County,
CIP—Asset Management&BCE FL • • • • •
BCE Tool:Project Select Washington,OR • • • • • • • • •
Open Space in Detroit—Center for
Community Progress Detroit,MI • • • • • •
Ocean Outfall Legislation Program Miami-Dade • • • • • • •
County,FL
Wet Weather Overflow Mitigation Program. City of St. • • • • • • •
Phase 1&2 Petersburg,FL
Evaluation of Climate Change Impacts on
Wastewater Infrastructure New York,NY • • • • • • •
•
East Side Coastal Resiliency`Rebuild by
Design' New York NY • I • • • • • •
Facilities and Climate Change Plan Boston,MA • • • • • • •
Stormwater Master Plan&Climate Change City of Alexandria, • • • • • • •
Analysis VA
Waterworks 2011 Water&Wastewater
Improvements Program Ft.Lauderdale,FL • • • •
City of Baton
Wastewater Facilities Program • • ' • • •
-- — iRouge,LA ---- —
1-4
RFQ-2017-300-KB Page 90
Similar Projects - Business Case Analysis
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1-5
RFQ-2017-300-KB Page 91
COMPREHENSIVE ASSET MANAGEMENT created the need for a comprehensive asset
management(AM)program to better manage its
PROGRAM&MAINTENANCE STRATEGY assets.TBW implemented a major 10-year CIP
Tampa Bay,Florida program and underwent significant reorganization to
implement these measures.
The AM plan applied a reliability based focus,
including integrating with complex water supply and
e water distribution models,an engineering analysis
•
of systems using failure modes and effects analysis,
reliability block diagrams,and fault tree analysis.
CH2M used a structured approach that was
consistent with water industry AM standards
`_ 1 .�c (including ISO 55000),reliability and risk-based
.Anhstandards(ISO 31000),and Lean and Six Sigma.The
' * intent of the AM program was to consolidate the
organizational culture around AM and to simplify
CH2M'S ROLE prime many of the internal business approaches.
CLIENT CONTACT The TBW AM program has worked very successfully
Matt Jordan,PE,General through its first 4 years.An evaluation of the
Manager
PHONE program status in October 2016 concluded that
727-791-2380 exceptional results had been achieved.The process
EMAIL MJordan@tampabaywater.org is currently underway to update the current plan for
START 2013 3 to 5 more years.The same basic process and
COMPLETIONOngoing strategies will be used.
CONTRACT VALUESI.million HOWARD BEACH FLOOD RISK REDUCTION
STUDY
RELEVANT PROJECT ELEMENTS Queens,New York
i Evaluate levels of service,risk framework,
financial models;and technology integration /�
' Develop a comprehensive AM plan and revise �..,,..
the enterprise strategic plan _� ,+.�•-- -
i Evaluate the computerized maintenance MIKE„+ imp $
management system(CMMS) Y '
i Formalize the employee communication plan
ro
Develop a comprehensive training program,including health and safety
PROJECT DESCRIPTION
Tampa Bay Water(TBW)provides quality drinking
water to its six member governments located in
three major counties,with approximately 2.3 million CH2M'S ROLE Prime
residents in the Tampa Bay region.TBW operates a CONTACT Emily Nobel Maxwell,NYC
120-mgd surface water plant,a 19-mgd desalination Program Director
plant,13 wellfields with groundwater treatment
plants,approximately 200 miles of raw water PHONE 212-381-2185(Office);
collection mains and large-diameter potable water 347-225-7334(Mobile)
transmission mains,and a 1,100-acre,15.5-billion- EMAIL emaxwell@tnc.org
gallon surface water reservoir. START 2012
TBW's focus on renewal and replacement of its COMPLETION 2015
existing systems and less focus on capital expansion CONTRACT VALUE S250,000(CH2M)
1-6
RFQ-2017-300-KB Page 92
RELEVANT PROJECT ELEMEN I'S such as marshes,wetlands.or open public space.
innovative cost-benefit analysis approach that This represented an entirely new application of a
provides a more comprehensive methodology recognized technique to provide a cost-benefit
for evaluating risk reduction alternatives that analysis that recognizes the value of enhancing a
incorporate nature-based elements system.
Primary funding was provided to TNC by the JPB Benefit Transfer to monetize a subset of ecosystem
Foundation,with additional support from The services.The method is used to estimate economic
Rockefeller Foundation and TD Bank values for ecosystem services by transferring
PROJECT DESCRIPTION available information from studies already
The Nature Conservancy(TNC)selected CH2M to completed in another location and/or context.
develop natural and hard infrastructure alternatives Benefit transfer is often used when it is too
for Howard Beach,to provide detailed coastal expensive and/or there is too little time available to
engineering and to work with TNC on various conduct an original valuation study.
methods of cost-benefit analyses to allow Overall,this analysis:
comparisons of the alternatives and to be used as • Provides contextual background on the sample
part of the TNC's funding mechanism studies. community,Howard Beach,and NYC's resilience
The First Study strategy
In December 2013,TNC released the first portion of • Characterizes the environmental and social costs
this study,"Integrating Natural Infrastructure into and benefits associated with green,gray,and
Urban Coastal Resilience,Howard Beach,Queens." hybrid infrastructure alternatives
The report was well-received and the original body • Describes and elucidates the analytical
of research,produced by TNC with technical and methodology for comparing tradeoffs in
analytical input from CH2M,suggested further infrastructure
questions that merited exploration. • Offers a best-case alternative for cost-effectively
The Second Study protecting an urban coastal community
This second part of the study used an innovative cost • Suggests financing alternatives for the
benefit analysis approach that provided a more infrastructure options
comprehensive methodology for evaluating risk • Makes recommendations for future analysis and
reduction alternatives that incorporate nature-based research
elements.While a standard analysis would count
benefits only as avoided losses to infrastructure The framework used is defensible,replicable,and
provided by each concept,the method used in this consistent with federal policy.It supports decisions
study quantifies and monetizes additional benefits that maximize both risk reduction and ecosystem
related to the coastal and upland habitats in each services with net benefits to society.It relies upon
alternative.This provides a more complete elements of economic benefit-cost analysis to
assessment of each concept that includes the level demonstrate how decisions can be made to increase
of risk reduction and ecological benefits,or economic efficiency;HEA to describe the gains and
ecosystem services,provided to the community.The losses of ecosystems services of each alternative
two techniques used to quantify and monetize over time;an example environmental economic
ecosystem services were: analysis of recreation opportunities(meta-analysis);
Habitat Equivalency Analysis(HEA)to describe the and loss calculations using HAZUS,a Geographic
gains and losses of ecological services over time. Information System-based natural hazard loss
estimation software package,developed and freely
Although developed by National Oceanic and distributed by the Federal Emergency Management
Atmospheric Association(NOAA)for application in Agency(FEMA).
natural resource damage assessments(e.g.,oil
spills),HEA can be used to evaluate the relative In addition to providing a replicable methodology for
"ecological uplift,"or ecosystem service provision evaluating both natural and built infrastructure's
over time in a variety of contexts. Here,HEA is used ability to protect communities from climate change
to quantify net ecological service values of features risks,the ultimate findings of the study are:
is
RFQ-2017-300-KB Page 93
• Hybrid infrastructure—natural features in ----------------- ----
combination with"built"defenses—can provide ASSET MANAGEMENT DEVELOPMENT
more efficient and cost-effective protection from Columbus,Ohio
sea level rise,storm surges,and coastal flooding
than gray infrastructure alone
• Hybrid infrastructure provides more ecosystemEnc=pci. at 3
services and co-benefits than gray infrastructure " °"1‘'"°r
alone,adding significant value to these projects ••• •••• wY
for the public
• "All gray"flood protection can cost more and
result in missed opportunities for generating
additional economic and ecological benefits or »�
ecosystem services such as recreation,carbon "IA! i {�+•
capture,habitat,and more "�,
• To optimize flood protection and net benefit,
additional research is needed on the flood CH2M'S ROLE Prime
protection value of natural infrastructure CLIENT CONTACT James Gross,Assistant
components and on the interplay between green Director
and gray components
PHONE • 614-645-6528
• Economic benefits can be quantified in non- EMAIL jmgross@columbus.gov
monetary units,or qualitatively described.
Combining these methods generates a richer, START 2009
more robust analysis for comparing options. COMPLETION 2017
Access to region-specific data increases the CONTRACT VALUE $8.4 million
• accuracy of the cost-benefit analysis and
informed future project design RELEVANT PROJECT ELEMENTS
$- Preparation of business case evaluations(BCEs)
• Mitigating flood risks provides significant public for major capital investments
and private benefits to the City and
homeowners,which offers o i Approximately$70M in capital and variable cost
pportunitles for operations savings have been realized to date
monetizing benefits for different groups to offset from BCEs($50M),operations optimization
construction and maintenance costs
($12M),and strategic maintenance($6M),as
• Several types of financing mechanisms can be well as continuously increasing knowledge and
used to offset portions of the construction and commitment of staff in the prindples of asset
maintenance costs associated with resilience management and continuous improvement
strategies PROJECT DESCRIPTION
• Innovative financing options are available to The City of Columbus Department of Public Utilities
bring these hybrid approaches to reality. (CDPU)provides water,wastewater,sewer,and
The study was extremely well-received.Daniel power transmission/distribution services to the
citizens and businesses of Columbus.CDPU owns
Zarrilli.Director of the NYC Mayor's Office of and operates linear and vertical assets associated
Recovery said that the analysis. "...complements the with the services and has extensive investment in
work done in OneNYC,New York City's strategic plan, technology for enabling business processes and
and is a great example of how the public,private, capturing/storing asset knowledge.To help achieve
and non-profit sectors can be ready to withstand and the City's mission of affordably providing services
emerge stronger from the impacts of climate change that customers expect while also protecting the
and other 21st century threats." environment,CDPU has committed to adopting a
1-3
RFQ-2017-300-KB Page 94
formal,standardized asset management approach to • Provided multi-phased implementation support,
optimize the asset decision making process. including strategic maintenance,operations
CH2M has assisted CDPU in developing and optimization,and risk assessment
implementing comprehensive asset management • Developed O&M-ready design,construction
that improves its management of infrastructure engineering standards
assets.The asset management project has been
implemented on a phased basis and with a number The project was kicked off in January 2009 with
of initiatives.Primary tasks completed during the numerous project teams being formed and
program include: chartered,task work plans completed,and work
started on improvingCDPU'sCMMS.A Blue-Ribbon
• Conducted a department-wide asset Panel workshop was held with more than 100
management needs assessment and developed participating CDPU staff that were introduced to
an asset management framework,gap asset management leading practices and
assessment,and roadmap documents implementation concepts from best-in class utilities
Developed standardized materials and greatly from the United States and abroad.
• expanded the use of BCEs in capital project
development and major operations and CAPITAL IMPROVEMENT PROGRAM—ASSET
maintenance MANAGEMENT AND BCE
• Enhanced existing asset-centered initiatives Seminole County,Florida
and/or projects by introducing asset
management principles and best practices
• Conducted general asset management training --
workshops,including developing online training •-.
• Performed immediate gap closures with CDPU's " t
computerized maintenance management system it4.
(CMMS) I s:1�t _i , : -
.'� ,t
• Conducted a department-wide Asset !Management needs assessment,developing a a
strategic plan,master schedule,organization
�Ja
changes,and communication and training plans a ^
• Documented and defined levels of service,
performance indicators,and performance CH2M'S ROLE Program Manager
maintenance criteria CLIENT CONTACT Terrence McCue,Chief
• Developed and Implemented strategic Engineer
maintenance best practices:reliability centered PHONE 407-665-2040
maintenance(RCM),preventive maintenance EMAIL TMcCue@seminolecountyff.
optimization(PMO),inventory management goy
• Improved data collection,asset hierarchy,and START 2006
integrate Oracle's WAMS with other corporate COMPLETION 2014
information systems including GIS,financial,and CONTRACT VALUE S690 million(constructed)
supply chain processes
• Expanded BCEs in capital development and RELEVANT PROJECT ELEMENTS
major O&M projects - Asset management program implemented at the
• Improved risk management policies and back-end of its major capital program to
strategies streamline business processes
1-3
RFQ-2017-300-KB Page 95
Annual validation and reprioritization of the
entire CIP prior to establishing the annual work BUSINESS CASE EVALUATION(BCE)TOOL:
plan PROJECT SELECT
Implemented best practices that were successful Washington,Oregon
in reducing costs,saving time,and producing
quality work CH2M'S ROLE Prime
PROJECT DESCRIPTION CLIENT Nate Cullen,Wastewater
The Seminole County(County)CIP consisted of 200 CONTACT Treatment Director
projects entailing the modernization and expansion PHONE 503-681-3600
of potable water,sanitary,and reclaimed water
infrastructure using a program management EMAIL CullenN@CleanWaterServices.org
approach implemented by a dedicated team led by START 2010
CH2M.CIP delivery services provided included: COMPLETION 2010
master planning,permitting,design management,
procurement support,construction management, PROJECT DESCRIPTION
schedule and cost control,document controls,asset CH2M was retained by Clean Water Services to guide
management,funding strategy development,cost the development of ProjectSelect,a BCE support
benefit analysis,cost estimating,public outreach, tool that provides a framework for efficiently
and data management systems.The program including both financial and non-financial
management processes,tools,and skills developed considerations when evaluating the merits of public
during execution of the program set the stage for investment options.
the County to continue with implementation of Project Select evaluates the cost effectiveness of
additional capital improvements beyond the first 8 alternative capital and maintenance projects that are
years of the program. intended to meet a given objective or purpose.The
The County's asset management program is being model includes several financial analyses,including
implemented at the back-end of its major capital present worth,pay-back period,average annual
program to streamline business processes and cost,and cost-benefit ratio.This model allows for
develop proactive engineering and O&M the incorporation of selected other non-financial
approaches. considerations into the analysis of alternatives and
then graphically presents the results to allow
CH2M has been responsible for a broad range of decision-makers to quickly understand the
tasks,including asset management technology differences between the alternatives.
assessments,evaluation of current maintenance
processes,providing maintenance and reliability best The ProjectSelect tool was adopted by the World
practices training,development of new facility Business Council for Sustainable Development
maintenance plans,enterprise reevaluation of levels (WBCSD)as the recommended tool that businesses
of service and performance measurements, should use to help assess whether they should
development of a new CIP prioritization system, deploy traditional gray infrastructure or natural
development of 20-year asset renewal and infrastructure systems;WBCSD incorporated
replacement(R&R)model,business case evaluation ProjectSelect into its recommended toolkit on its
program,and integrated financial plan. website.
To sustain the asset management program,CH2M CH2M also developed a CIP Prioritization Model for
worked with the County to establish a culture of this client. This model evaluated the costs,benefits,
asset management within the organization.This and risks associated with the numerous capital
included establishing a Maintenance Council,which projects that CWS intended to construct.This model
involved management and non-management provides a means of prioritizing or selecting which
personnel,to develop,review,and improve the projects it will proceed with and when,based on the
current maintenance strategy to be deployed utility's goals and objectives,and how the projects
throughout the organization. are expected to help the utility achieve those goals
and objectives.
1-ID
RFQ-2017-300-KB Page 96
management needs.Our team led the assessment
OPEN SPACE IN DETROIT,CENTER FOR of appropriateness of the funding options in
COMMUNITY PROGRESS addressing the 8 priority uses for open space
Detroit,Michigan identified by Detroit Future City.The resulting
matrix of funding option serves as a template the
CLIENT City,developers and other stakeholders can use to
City of Detroit,Michigan develop specific funding plans for development
PROJECT DESCRIPTION projects. The funding options matrix was included
CH2M identified more than 45 conventional and in an appendix to the study developed for Detroit
innovative funding options fora diverse range of Future City by the Center for Community Progress
open space options for the City,which ranged from and posted to the DFC blog in November 2015:
urban agriculture to addressing stormwater http://detroitfuturecity.com/2015/11/ccposreport
1-11
RFQ-2017-300-KB Page 97
Similar Projects—Technical Expertise in Areas of Interest
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1-12
RFQ-2017-300-KB Page 98
OCEAN OUTFALL LEGISLATION PROGRAM CH2M has delivered the following services:
Miami-Dade County,FL • Assessed projected climate change for key
climate variables,including SLR,precipitation,
and wind
• Modeled the increase in storm surge at the coast
with SLR in 2040,2075,and 2100 using MIKE21
calibrated to Hurricane Andrew and FEMA 100-
year stiliwater elevations
• Modeled the extent of inland inundation caused
SLR,storm surge,and extreme rainfall using
Flood Modeler Pro
• Evaluated risk to those facilities from various
CH2M'S ROLE Prime climate change scenarios as well as the
CLIENT CONTACT Jim Ferguson,Senior Program associated costs of protecting the facilities
Manager Development of Climate Resiliency Design
PHONE 786-268-5250 Guidelines
EMAIL James.Ferguson@ Based on the analysis of costs compared with risk,
miamidade.gov CH2M facilitated a series of workshops with WASD
START 2014 staff and the program's design consultants to select
design criteria that specified flood control elevations
COMPLETION 2026(est.) and facility hardening options.These specifications
CONTRACT VALUE $5.7 billion(constructed) were documented in the Design Guide for Hardening
Wastewater Facilities against Flooding from Surge,
RELEVANT PROJECT ELEMENTS Sea Level Rise,and Extreme Rainfall.These measures
Assessed projected climate change for key are undergoing revision and enhancements as
climate variables of sea level rise,precipitation, lessons are learned and include refined modeling of
and wind flood depths with scenarios combining the effects of
Performed inundation modeling due to sea level SLR,surge,and precipitation,or with the effects of
rise,storm surge,and extreme rainfall SLR alone.
performed for a range of scenarios Assessment of Infrastructure Vulnerability
r Evaluated infrastructure vulnerability associated Based on this updated modeling,WASD's 1,069
with the risk of various climate change scenarios
Performed an economic analysis of cost to pump stations were prioritized based on their risk of
flooding from SLR alone,and SLR coupled with storm
protect the assets surge and increased rainfall,for two future planning
PROJECT DESCRIPTION horizons:2040 and 2075.Approximately 252 pump
CH2M is providing program management services stations were identified as being high priority based
for the Miami-Dade County Water and Sewer on criticality,based on flow,critical facilities served,
Department's(WASD)$5.7 billion OOL Program.The and function for 001 compliance.All of the 252
11-year program includes 28 capital projects and is Priority 1 pump stations are being further analyzed
the culmination of a regulatory mandate by the to quantify flood risk by comparison of elevation of
Florida Legislature to stop all wastewater discharge critical assets to flood elevations.Those stations at
to the ocean by 2025.To help facilitate the delivery risk of flooding will be further analyzed to refine
of this program,the WASD wants to evaluate the facility hardening approaches and cost estimates,
impacts of extreme weather and sea level rise(SLR) and to refine the design guidelines based on
on its wastewater assets and to develop climate criticality and cost/benefit metrics.
resiliency guidelines.
1-13
RFQ-2017-300-KB Page 99
collection system rehabilitation for infiltration/
WET WEATHER OVERFLOW MITIGATION inflow(I/I)removal should be performed system-
PROGRAM—PHASE 1 AND II wide to reduce wet weather flows,ensuring wet
weather flows do not increase.
City of St.Petersburg,Florida
Phase II.Phase II,which is ongoing,includes a large-
scale flow monitoring effort,update of the collection
system model,a capacity analysis of the collection
system using the updated model,and prioritization
arru.,." E' 1„:„, _ + e of sewer basins for elimination of VI.
ita; "64
70-. ' -7-+
.r " - CH2M completed the following key services under
•
-.•
yG� "-, the program:
' , Preliminary I/I Characterization.Using available
• ;{ data,CH2M quantified the approximate amount of
I/I entering the collection system and reaching each
of the City's three WRFs.Based on these estimates,
the cost of sewer rehabilitation work and a series of
CH2M'S ROLE Prime detailed assumptions developed through our project
CLIENT CONTACT experience,CH2M developed budgetary cost curves
David Abbaspour(Phase I) for incremental removal of I/I from the collection
PHONE 727-892-5382 system to lower peak flows at the WRFs.
EMAIL David.abbaspour@stpete.org Model Assessment.During Phase II,CH2M reviewed
START January 2016(Phase I) the City's current wastewater collection system
June 2016(Phase II) model for its accuracy in representing sewer
COMPLETION 2016(Phase I) response to wet weather events and updated the
model to meet industry standards.
2018(Phase II)
CONTRACT VALUE $184,157(Phase I) Alternatives Analysis.Using hydraulic models
developed for each WRF,CH2M developed options
$2,999,845(Phase II) for incrementally increasing the treatment capacity
RELEVANT PROJECT ELEMENTS at each WRF,which were plotted on their own cost
curves.The WRF improvement cost curves and the
r Evaluated im pacts of Sea Level Rise(SLR)on cost curves generated for the I/I reduction were
water and wastewater infrastructure then compared to identify the most cost-effective
> Projected future rainfall intensity duration- solution or combination of solutions to mitigate
frequency due to climate change potential future overflows.
i Evaluated impacts of SLR on groundwater Flow Monitoring.During Phase II,CH2M's
PROJECT DESCRIPTION completed a large-scale flow monitoring program,
For many years,the City of St.Petersburg has been which consisted of the deployment of 91 flow
impacted by wet weather overflows in its sewer monitors throughout the City's service area.The
system,creating runoff that impacts local water
Purpose of this flow monitoring program was to
bodies.The City's Wet Weather Overflow Program is
being delivered in two phases,Phase I and Phase II. identify the primary sources of I/1 in the collection
CH2M has been responsible for managing both system and to provide the data needed to update
efforts. the collection system model.The monitoring
program included groundwater monitoring at 12
Phase I.The Phase I study concluded that wells and evaluation of impacts of tide and SLR on
improvements to the wastewater reclamation groundwater levels.Phase II will also include
facilities(WRFs)are the most cost-effective solution developing climate change estimates of future
to mitigating potential future overflows and that rainfall.
1-14
RFQ-2017-300-KB Page 100
Modeling for Future Events
EVALUATION OF CLIMATE CHANGE IMPACTS ON The JV used the work of the New York Panel on
WASTEWATER INFRASTRUCTURE Climate Change(NPCC)to formulate scenarios of
New York,New York future sea level,storm surge,rainfall,and
temperature to identify potential system
vulnerabilities and to develop adaptation responses.
"�•-.� CH2M conferred with members of the NPCC
• _ --.. technical team at Columbia University and other
! : institutions to ensure the appropriate use of the _
,Alt.'"r- n.. • le' NPCC data.
r.
s :ry_ • Hydrodynamic modeling of the East River with MIKE-
iv,. .fteir` s- 21 and Info Works modeling of the Tallman Island
and Bowery Bay service areas under present day and
Wu. ,u,....-. -Aiiflii i
future conditions was used to identify potential
CH2M'S ROLE IV Partner future impacts and to develop adaptation strategies
CLIENT CONTACT Alan Cohn,NYCDEP Director designed to maintain levels of service.Critical
system thresholds and vulnerabilities were identified
PHONE 718-595-4536 with cost-effective and environmentally sustainable
EMAIL AlanC@dep.nyc.gov solutions.Options appraised include a full range of
green and grey infrastructure options.
START 2011
Specific recommendations were made to address
COMPLETION 2013 local flooding and wet weather management,plus a
CONTRACT VALUE $1.3 million framework for the development and
implementation of the findings citywide.This
RELEVANT PROJECT ELEMENTS provided the necessary information for the NYCDEP
to incorporate future environmental considerations
• Identified critical system thresholds, into its decision-making processes.
vulnerabilities,and design standards for the
development of cost-effective and sustainable At-Risk Asset Analysis and Prioritization of
solutions Projects
Following Hurricane Sandy in 2012,the JV was
• Evaluated the full range of green infrastructure tasked with performing an asset-by-asset analysis of
and grey infrastructure options wastewater collection and treatment infrastructure
• Developed a framework to incorporate future to identify those assets at-risk for flooding due to
environmental considerations into decision- storm surge and SLR through the next 40 years.
making processes CH2M evaluated flooding risks for all 96 wastewater
PROJECT DESCRIPTION pump stations,with detailed analyses of 58 at-risk
' pump stations.Our detailed GIS analyses of FEMA
The New York City Department of Environmental advisory base flood elevations were used to map
Protection(NYCDEP)selected CH2M in a joint flood pathways at each facility.The location of
venture to develop and execute a plan to study and critical equipment was compared to the anticipated
address impacts on New York City's wastewater flood elevation level to identify infrastructure at risk
infrastructure,including population growth,global Cost-effective protective measures,such as elevating
climate change,and SLR.The JV assisted NYCDEP in equipment,water proofing buildings,and replacing
developing an adaptation and optimization strategy traditional pumps with submersible pumps were
for development of a city-wide framework for then selected based upon cost and level of risk
climate change adaptation actions that may be reduction.The result is a prioritized portfolio of
vulnerable to flooding impacts under current and strategies that will be implemented as part of future
future conditions. capital projects.
1-i5
RFQ-2017-300-KB Page 101
---- - funded concept examined the vulnerability of
EAST SIDE COASTAL RESIUENCY"REBUILD BY Manhattan to coastal flooding caused by extreme
DESIGN~ storm events inclusive of climate change and SLR.
New York City,New York In addition to flood risk mitigation,one of the other
primary goals of the project is to enhance access to
{ the waterfront.CH2M is part of a small team of
engineering firms working on implementation of the
first phase of the"Big U."
"
Feasibility Study and Strategy Development
The ESCR project covers approximately 2.4 miles
IP S - ' Y om along Manhattan's East River waterfront The
r If stali„ - o
• __,._; Y r feasibility study and conceptual design performed in
2015 were the first phase of the ESCR project and
the first critical step in identifying the feasibility of
CH2M'S ROLE Prime the proposed flood protection system,various
CLIENT CONTACT Thomas Foley,PE, possible alternatives,and the overall cost of
Associate Commissioner implementation.The project also identified how the
PHONE 718-391-1636 flood protection system,park features,recreation,
EMAIL fofeyt@ddc.nyc.gov infrastructure,transportation,and community issues
START Feasibility/Concept Design: could be all be integrated to complement each other
2015 and protect and enhance the cityscape.
Preliminary/Final Design:2016 Addressing feasibility as a first step allowed the
COMPLETION Feasibility/Concept Design: stakeholders to better understand project design
2016 needs,the supporting data required to implement
Preliminary/Final Design:2017 the project,and the alternatives and their costs,and
CONTRACT VALUE Feasibility and Concept helped guide the City in developing a program that
Design:$2.1 million would meet all the project milestones in an
Preliminary and Final Design expedited timeline.Based on the feasibility study
$6.7 million and a comprehensive evaluation of the alternatives,
a concept design for the ESCR project was developed
at the end of 2015.
RELEVANT PROJECT ELEMENTS
Y Identified the feasibility of the proposed flood Integration with Other Ongoing City Initiatives
protection system,various possible alternatives, The ongoing second phase of the ESCR project
and the overall cost of implementation comprises the preliminary and final detailed design
Identified how the flood protection system,park of the integrated flood protection system,interior
features,recreation,infrastructure, drainage management,and waterfront
transportation,and community issues could be enhancements for improved connectivity with other
integrated to protect and enhance the cityscape areas of the City.CH2M is working with various City
PROJECT DESCRIPTION agencies to identify utilities and other infrastructure
that will be impacted by the proposed work.
The East Side Coastal Resiliency(ESCR)feasibility
study and conceptual design performed for the New
York City Department of Design and Construction is
the first phase of the"Big U"implementation for
reducing flood risk on the east side of Manhattan.
The"Big U"was developed as part of the Rebuild by
Design(RbD)competition and was one of the
winning studies identified by the Department of
Housing and Urban Development(HUD).This HUD-
1-16
RFQ-2017-300-KB Page 102
.
FACILITIES AND CLIMATE CHANGE PLAN supported by effective O&M and engineering
practices.The Commission committed to
Boston,Massachusetts implementing a sustainable facility planning process
with the following elements:
Ae- rte.
Climate change impact assessment and
mitigation/adaptation strategy development
• Improved workflows for preventive and
•
corrective maintenance aligned to key
4- • ;,�j I, performance indicators(KPIs)
Updated field inspection forms and matching
computerized maintenance management system
(CMMS)data fields for improved data
management and decision making
• Two-tiered condition assessment program
integrated with GIS and CMMS
CH2M'S ROLE Prime • Risk-based prioritization of capital and
CLIENT CONTACT John Sullivan,Chief Engineer maintenance activities
PHONE 617-989-7444 An early benefit of the program included the
EMAIL SullivanlP@BWSC.ORG implementation of field tablets(50 iPadsm)to
streamline asset management workflows and
START 2011 regulatory compliance.
COMPLETION 2016 Incorporation of Climate Change into Decision
CONTRACT VALUE $6.9 million Framework
The Commission's Wastewater and Storm Drainage
RELEVANT PROJECT ELEMENTS Facilities Plan documents a sustainable framework
i Incorporation of climate change adaptation for planning and managing the next 25 years of
strategies for changing wet weather conditions, capital and operational improvements.The climate
SLR,and storm surge scenarios change aspect of the project incorporated
Risk-based prioritization of capital projects development and evaluation of climate change
adaptation strategies for changing wet weather
PROJECT DESCRIPTION conditions,SLR,and storm surge scenarios.A range
The City of Boston's wastewater collection system of climate change projections up to 100 years were
consists of 1,500 miles of combined,sanitary,and considered,and recommendations focused on
storm sewers;approximately 40,000 manholes;eight modifying and managing sewer and storm drain
pump stations;175 regulators;135 siphon systems in response to potential flooding from
chambers;201 tidegates;37 combined sewer higher tides and higher intensity rain events.
overflows(CSOs);and 204 separate storm drain
outfalls.There are approximately 224 connections to
the Massachusetts Water Resources Authority's
(MWRA)wastewater system.
Development of Sustainable Facility Planning
Process
The objective of this 56.9 million project was to
develop a sustainable facility plan for the City's
sewer and storm drain systems that aligned with the
Commission's long-term service goals and was
117
RFQ-2017-300-KB Page 103
STORMWATER MASTER PLAN AND CLIMATE CH2M was selected to deliver the project,which was
funded by the U.S.Environmental Protection Agency
CHANGE ANALYSIS (USEPA)and involved the following five tasks:
City of Alexandria,Virginia • Evaluation of rainfall data and drainage design
criteria,including climate change impacts
requiring adaptation strategies
1111010/111111,
• Hydrologic and hydraulic(H&H)modeling to
identify capacity limitations
"�__ - •, • Field verification of selected drainage facilities
v mak..; • Evaluation of green infrastructure alternatives,
combining the natural and built environment
��.� • Project coordination meetings and public
involvement support
When the project started in 2009,there were two
primary challenges affecting the City's ability to plan
for future storm water infrastructure needs:1)the
CH2M'S ROLE Prime lack of a complete and accurate inventory of assets
CLIENT CONTACT Brian Rabat,P.E and 2)the City did not have a plan for understanding
and preparing for climate risks,such as increased
PHONE 703-746-4057 rainfall coupled with SLR.
EMAIL Brian.Rahal@alexandriava.gov
Modeling and GIS Database Integration
START 2009
CH2M reviewed and proposed revisions to the City's
COMPLETION 2017 stormwater design criteria and determined potential
CONTRACT VALUE $4.2 million changes in rainfall intensity,duration,and frequency
RELEVANT PROJECT ELEMENTS (IDF)values,as well as SLR values,based on the
results of global climate models paired with a range
- Identification of climate change impacts of greenhouse gas emission scenarios.
requiring adaptation strategies These models were used with GIS analysis of critical
v Evaluation of climate resiliency alternatives assets and watershed characteristics to-evaluate the
combining the natural and built environments costs and risks of various mitigation scenarios and
i Evaluation of cost and risk of various adaptation different assumptions for rain design storms and SLR
and mitigation strategies in 2050 and 2100.
Creation of a GIS decision support tool Development of Climate Change Projections
PROJECT DESCRIPTION Applying state-of-the-art modeling technology with
The City of Alexandria has experienced historic our partner CLIMsystems Ltd.,we projected changes
flooding,causing damage to its aging infrastructure in monthly and annual precipitation and used the
and resulting in costly repairs and safety hazards. results from five global circulation models to project
The Stormwater Master Plan and Climate Change changes in mean sea level and mean higher high-
Analysis project was developed to analyze storm water levels at the Washington,DC,gauge for years
sewer capacity issues and repair and replacement 2050 and 2100.Climate scenarios were used to
needs,identify problem areas,and develop and bracket current drainage and possible future
prioritize solutions that balance the City's goals for drainage problems.Based on this information,three
reducing flooding,ensuring public safety and sewershed-wide alternatives were developed,with
promoting water quality and Eco-City goals,which an integrated mix of green and grey solutions.
include climate resilience.
1-18
RFQ-2017-300-KB Page 104
management services for various finished water,
WATERWORKS 2011 WATER AND wastewater transmission,and treatment projects.
WASTEWATER IMPROVEMENTS PROGRAM Within the first 60 days,the CH2M-led team
Ft.Lauderdale,Florida mobilized and had more than 50 active members
working aggressively to meet immediate and critical
program milestones.The team was fully co-located
in the program management office,functioning as a
fully integrated team of City,CH2M,and
`'a sing• su bconsu lta nt staff.
.71"511
Jig- To address its aging infrastructure and the
-- environmental hazards associated with the
,v's ,71~0111n . widespread use of septic systems,in 2001 the City's
.r• iY !c Public Works Department,with the help of CH2M,
mow published its 20-year Water and Wastewater Master
---�---- Plan,which concluded the city must immediately
CH2M'S ROLE Program Manager bring sanitary sewer service to communities still
relying on septic systems and it must overhaul and
CLIENT CONTACT Jorge Holguin,Senior Project upgrade its existing water and wastewater systems
Manager to meet the needs of the fast-growing City.
PHONE 954828-5675 Program Achievements
EMAIL jholguin@fortiauderdale.gov The CH2M team achieved many program successes,
START 2001 including:
COMPLETION 2010 • Coordinated the efforts of more than 565
CONTRACT VALUE $690 million(constructed) projects,including design and construction
management of–300 projects primarily for
RELEVANT PROJECT ELEMENTS pipeline construction and street works
throughout the City.
Partnered with the City for program • Managed to schedule and budget using rigorous
management and construction management
services for various finished water,wastewater schedule and cost controls,change and risk
transmission,and treatment projects management strategies,and aggressive change
order mitigation—achieving a 1-percent change
PROJECT DESCRIPTION order rate and program completion 1 year ahead
The City of Ft.Lauderdale selected CH2M as its of schedule.
water and wastewater CIP and construction • Value engineering assessments identified more
management delivery partner and developed an than$12 million savings during construction of
innovative delivery process to compress the 20-year the conveyance system;other saving strategies,
CIP into the 10-year,$690 million WaterWorks 2011 including low cost financing,aggressive change
program—with the bulk of the work scheduled for management,prompt claims negotiations,and
completion by the City's centennial birthday in 2011. work repackaging saved the City more than
The program Included 5212 million in improvements 592.5 million
to the water system and$354 million for • Conducted an extensive public outreach
improvements to the wastewater system.Asa result program—holding meetings with community
of the magnitude of the work to be accomplished members,residents,and local businesses
under the program—including being fiscally
responsible,adhering to scheduling commitments, •
Provided significant coordination with city
and ensuring adequate community involvement and departments,county and state agencies,and
coordination—the City partnered with CH2M for other utilities—coordinating with more than 60
program management and construction government entities
1-19
RFQ-2017-300-KB Page 105
— - provided capacity building.We managed over 450
WASTEWATER FACILITIES PROGRAM design consultants,contractors,suppliers,and
City of Baton Rouge,Louisiana subcontractors.CH2M also implemented the
processes and procedures to effectively manage
a—, funds and meet funding requirements.
Program Overview
The system includes 10 watersheds,divided into
three treatment districts served by the Central,
North,and South Wastewater Treatment Plants
0 (WWTPs),and served by more than 500 pump
stations.Nearly 2,000 miles of separate gravity
sewer force mains serve over 400,000 residents.The
goals of the program are to rehabilitate the
collection systems,increase the hydraulic capacity of
CH2M'S ROLE Program Manager the collection systems,to reduce excess wet
CLIENT CONTACT Adam Smith,PE weather flows that cause SSOs,to comply with the
South WWTP National Pollutant Discharge
PHONE 225-389-3158 Elimination System(NPDES)permit,and to comply
EMAIL AMSMITH@brgov.com with the terms of the Consent Decree.The
START 2006 improvements include 115 projects in three program
COMPLETION 2018 types:sewer rehabilitation;capacity Improvements;
and wastewater treatment and flow equalization
CONTRACT VALUE $1.65 billion(constructed) improvements.
RELEVANT PROJECT ELEMENTSCapacity improvements will be undertaken through
Planning and oversight of the design and 66 projects that will address lack of adequate
construction of hundreds of miles of sewer capacity in existing sewers.Capacity upgrades will be
rehabilitation,capacity improvement,and undertaken in approximately 180 miles of force or
wastewater treatment projects gravity sewer and at 160 pumping stations.The
capacity upgrades were determined utilizing the
PROJECT DESCRIPTION InfoWorks'"hydraulic model of the system,with the
As program manager for the implementation of the system modeled for future flows at the Consent
City of Baton Rouge/East Baton Rouge Parish's Decree mandated 2-year,12-hour storm event
$1.65 billion Sanitary Sewer Overflow(SSO)Control Other projects include the Supervisory Control and
and Wastewater Improvements Program for the past Data Acquisition(SCADA)Master Plan Project and
10 years,we have been providing general civil the Standby Generator Installation for Sewer Lift
engineering services to the City/Parish under a Stations Project The hydraulic modeling of the
contract that is renewed annually.
collection system was an important part of
CH2M's responsibilities have included CIP planning determining the wet weather conveyance and
and prioritization,individual project management, treatment approach.
conceptual engineering and modeling,alternative Because of the prevalence of storms,the Program is
analyses,cost estimating,planning and feasibility
installing over 500 emergency generators at over
studies,infiltration/inflow analysis,wastewater 480 pump stations throughout the parish to keep
system design,construction management,value wastewater moving to a treatment facility instead of
engineering,regulatory compliance reporting, flowing back into homes and businesses.The
assistance,and negotiation,and operations and emergency generators will be managed by the
maintenance support SCADA system that remotely monitors and controls
CH2M developed and implemented program the collection the pump stations as well as the
management tools,led quality assurance,and treatment plants.
1-20
RFQ-2017-300-KB Page 106
–---------- –4---------— • Hernando County,Peck Sink Watershed
WATERSHED MANAGEMENT PROGRAM Management Plan–Generated floodplains and
Southwest Florida Water Management District developing strategies to reduce flooding and
improve water quality fora 17 mil watershed.
,, _: y of Fee:–5250,000.Ongoing–Nam Nguyen,P.E.
' z' (Nam.Nguyen@swfwmd.state.fl.us)
e�
:1'3 �++�,�,,, Pasco County,Lower Coastal Watershed
00 ----:', Management Plan Delivering a watershed
.1. 't " .. r'. evaluation for a 13 mi2 watershed that is highly
Iff
'R� urbanized and prone to recurring flooding.Used
.;• a
' CH2M's Flood Modeller-FAST rapid inundation
�_ modeling tool.Ongoing inputs to deliver detailed
H&H modeling,floodplains,and flooding level of
`�. service.Fee:–5900K.Ongoing.Jezabel Pagan-
CH2M'S ROLE Prime Garcia
CLIENT CONTACT See individual projects (lezabel.PaganGarcia@swfwmd.state.fl.us)
PHONE 352-796-7211 • Hernando County,Eastern Hernando
EMAIL See individual projects Withlacoochee River Alternative Analysis–
START 2006 Delivered a flood level of service,pollutant load
model,and BMP evaluations for a 62 mi2
COMPLETION Ongoing watershed.Fee:–5160,000.Completed 2015–
CONTRACT VALUE See Individual projects Gene Altman,P.E.
RELEVANT PROJECT ELEMENTS (Gene.Altman@swfwmd.state.fl.us)
Watershed evaluations,floodplain mapping, • Pasco County, Trout Creek Watershed Level of
flooding level of service analysis,numerical Service Evaluation-Specific tasks included
modeling,pollutant load modeling,developed review of model parameters,executing multiple
BMPS,and model maintenance stormwater simulations,and flood extent
mapping for the additional model simulations.
i GIS/asset management Fee:$240,160 Completed 2011.Monte Ritter,
PROJECT DESCRIPTION PE.(Monte.Ritter@swfwmd.state.fl.us)
CH2M is evaluating flood risk in the western half of • Desoto County,Joshua Creek Watershed
Florida covering 16 counties.Under this contract,we Evaluation–Conducted a watershed evaluation
are responsible for delivering watershed evaluations, of approximately 120 mi2.The project has also
watershed management plans,inundation mapping, used CH2M's Flood Modeller-FAST rapid
level of service determinations,dataset/model inundation modeling tool to evaluate available
maintenance and best management practices. data and Identify the plan for resumption of the
Several of the Watersheds included the use of the project in the future as funds allow.2012. Fee:
ground-breaking Rapid Inundation Assessment tool. 530,378.Scott Letasi,P.E.
Selected examples of individual projects are
(Scott.letasf@swfwmd.state.ft.us)
described below:
• City of Fort Meade,Fort Meade Watershed
• Pasco County,Double Hammock Creek Evaluation-Delivered a watershed evaluation
Watershed Management Plan-Delivering a z
for an approximate 10 mi watershed.Inputs
watershed management plan for a 13 mi2 included georeferencing of as-builts,assessment
watershed that Is highly urbanized and prone to of topographic voids,developed GWIS network
recurring flooding.Used CH2M's Flood Modeller- for hydroedges,hydrojunctions and HEP
FAST rapid inundation modeling tool.Ongoing features,field reconnaissance and surveying.
inputs to deliver detailed H&H modeling, The project used CH2M's FloodModeller-FAST
flood plains,flooding level of service,and BMPs. rapid inundation modeling tool.Fee:^'$100K.
Fee:'$1M.Ongoing.Jezabel Pagan-Garcia Completed 2011.Terese Power,PE.
(lezabet PaganGarcia@swfwmd.state.fl.us) (Terese.Power@swfwmd.state.fl.us)
1-21
RFQ-2017-300-KB Page 107
Tab 2
Experience & Qualifications
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RFQ-2017-300-KB Page 108
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TAB 2 EXPERIENCE & QUALIFICATIONS
Miami Beach is one of the world's most desirable 2.1 Qualifications of
places to visit,live,and work,but it is also one of the
most vulnerable to the effects of climate change and Proposing Firm
sea level rise(SLR).To preserve its coveted way of
life and keep pace with recent improvements in its Knowledge and Understanding of
stormwater infrastructure,the City of Miami Beach
(City)is seeking a partner to provide a business case Miami Beach
analysis(es)of the City's storm water infrastructure Asa narrow barrier island(seven miles long and one
program upgrades,other resiliency measures,and mile wide),Miami Beach is surrounded by water,
adaptation strategies providing flood pathways from nearly all sides,
CH2M fully supports and embraces the City's goal of including the Atlantic Ocean to the east and south,
developing cost effective,resilient,and robust and Biscayne Bay,an important estuary and
infrastructure systems in an environmentally Outstanding Florida Water to the west. With an
responsible manner that also provides value to the average ground surface elevation of approximately
community through risk reduction,as embodied in 4.5 feet,North American Vertical Datum(NAVD),
the Miami Beach Rising Above campaign.Our world and low-lying portions of the City at around 1.5 feet
class experience—both in South Florida and around NAVD along Biscayne Bay,the City is highly prone to
the globe—provides the industry leadership and tidal flooding during the seasonal perigean spring
local knowledge that are essential for the tide"king tide"events. During these largest tides of
development and maintenance of flood the year,seawater spills over the low seawalls and
protection/stormwater infrastructure that will serve through the stormwater collection system and into
the City reliably and cost-effectively for many years the City streets and buildings.
to come through being adaptable to future sea level Compounding the open water flood vulnerability,is
rise scenarios. the City's unique geologic setting on a platform of
porous karst limestone,which elevates the already
high groundwater,allowing the tidal flows to
T r, infiltrate through the holes in the limestone and
_ sandy surface soils,flooding the city from below.
:11250
a The City has been proactive in addressing flooding
.. concerns and has already begun updating existing
•+5 -- 'v ...— _ _--- infrastructure to accommodate higher flood
�
� aweau.,... esti.
A.. elevations and promoting more sustainable
- _ '' development standards,policies and land use
f changes.To date,flood protection efforts include
= �, 1 raising roads,raising seawalls,tide-flex valves,
�-�-T " ongoing installation of 70+storm water pumps and
-1=
water mains,reconstructing sewer connections.
2-1
RFQ-2017-300-KB Page 109
With the City's recent momentum of investment % Assessed projected climate change for key
projects to enhance the resiliency of the City's climate variables,including SLR,precipitation,
economic centers,it is imperative that that the city and wind.
also maintain its interest to maximize the return on - Modeled the increase in storm surge at the coast
investment,while enhancing the economic, with SLR in 2040,2075,and 2100 using MIKE21
environmental,and social benefits of this calibrated to Hurricane Andrew and FEMA 100-
investment.This is a dynamic process that should year stillwater elevations.
respond to new climatic and socio-economic Modeled the extent of inland inundation caused
conditions.Therefore,evaluation of infrastructure by SLR,storm surge,and extreme rainfall using
projects that are currently in the planning and design Flood Modeler Pro for a range of scenarios
phase provides a means for improving risk based on the service life of the wastewater
management approaches and further adaptation. facilities.
Evaluated risk to those facilities from various
CH2M's History and Experience climate change scenarios as well as the
in the City's Scope of Services associated costs of protecting the facilities.
Demonstrating the world-class expertise CH2M CH2M facilitated a series of workshops with WASD
brings to the City,we have a long,consistent history staff and the program's design consultants to select
of leading the industry in the provision of design criteria that specified flood control elevations
stormwater,water,and wastewater-related services. artid facility hardening options.These specifications,
Our expertise in these areas include economic which meet Southeast Florida Climate Change
analysis,cost benefit analysis,risk based asset Compact guidelines,were documented in the Design
management,insurance,and strategic financing for Guide for Hardening Wastewater Facilities against
all aspects of infrastructure investment projects as Flooding from Surge,Sea Level Rise,and Extreme
part of our comprehensive planning,design, Rainfall.
construction and operations and maintenance CH2M is also working with the City of North Miami
practice. Beach as program manager for public works. In this
As a practical example of the advantages that our role,CH2M is performing system condition
industry leading resources and experience bring to assessment evaluations as part of a risk based asset
the City of Miami Beach,the City need only look as management approach that will define system
far as Miami-Dade County,where CH2M is Owner's deficiencies in terms of defined level of service and
Agent forth the 55.7 billion Ocean Outfall Legislation in terms of climate risk. System masterplans are
(OOL)Program.As Owner's Agent,CH2M is being developed which identify and prioritize
responsible for charting the future course of the adaptive strategies based on their performance and
County's wastewater system in the face of increasing value to meet program objectives.
flood threats from sea level rise and extreme rainfall, CH2M History
so that the complex OOL program requirements,
including developing,validating and prioritizing cost- CH2M leads the professional services industry
effective capital investment projects to address delivering sustainable solutions benefiting societal,
future service needs by 2022. environmental and economic outcomes through the
planning,design and development of infrastructure
CH2M has also played a leading role in advising utilizing innovative techniques and tools.We provide
clients regarding Southeast Florida Climate Change consulting,design,engineering and management
Compact guidelines.For example,Miami-Dade services for clients in water;environment,nuclear;
County's OOL Program includes a significant climate transportation;energy and industrial markets.
resiliency component,and CH2M has been working Ranked among the World's Most Ethical Companies
with the Miami-Dade Water and Sewer Department and top firms in environmental consulting and
(WASD)to evaluate the impacts of extreme weather
program management,CH2M in 2016 became the
and SLR on its wastewater assets.Core components first professional services firm honored with the
of this work have included the following services:
2-2
RFQ-2017-300-KB Page 110
World Environment Center Gold Medal Award for Proven Track Record of Success on
efforts advancing sustainable development.
Similar Projects
Founded in 1946 in Corvallis,Oregon,the firm's As an industry leader in water resource engineering,
corporate headquarters is located in Denver,
Colorado.CH2M has had a fully staffed office in resiliency and sustainability programs,CH2M easily
exceeds the City's requirements as outlined in the
Miami since 1991. Located at 3150 SW 38 Ave,Suite RFQ,including providing services for public sector
700,Miami,FL,33146,our office currently houses 48 agencies.In Tab 1 of this submittal,we provided
employees including program and project managers,
examples of our experience successfully managing
civil and transportation engineers,water resource business case evaluations. In addition,we have
specialists,construction managers,cost estimators, highlighted projects that showcase our depth of
environmental engineers,and GIS specialists.This
Miami-based staff has a long history of providing a technical expertise in the disciplines that provide the
framework for these evaluations.Exhibit 2-A below
broad range of services in Miami-Dade County and
throughout Southeastern Florida,as previously summarizes the relevant features of these projects.
highlighted in this section.
EXHIBIT 2-A CH2M has demonstrated experience on projects similar in scope to the City's requirements
m .4 a
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:° " s. on c '.- It
Project Client ,� cc a ¢ c c o
,� z m
Comprehensive Asset Management •
Program and.Maintenance Strategy Tampa Bay Water,FL • • • • •
Howard Beach Flood Risk Reduction Study Queens,NY • • • • • • •
Asset Management Development Columbus,OH • • • • •
Capital Improvement Program-Asset
Management&BCE Seminole County,FL • • • • •
Business Case Evaluation(BCE)Tool: Washington,OR • • • • • • • •
Pro jectSelect
Open Space in Detroit—Center for Detroit,MI • • • • • •
Community Progress
Ocean Outfall Legislation Program f iami-Dade County, • • • • • • • •
Wet Weather Overflow Mitigation •
• Program,Phase 1&2 St Petersburg,FL • • • • • • •
Evaluation of Climate Change Impacts on
Wastewater Infrastructure New York,NY •• • • •• •• •• ••
East Side Coastal Resiliency'Rebuild by
Design" New York NY • • • • • • •
Facilities and Climate Change Plan Boston,MA • • • • • •
Sustainable Wastewater System
Improvements City of Alexandria,VA • • • • • •
•
Waterworks 2011 Water&Wastewater Ft Lauderdale,FL • • • •
Improvements Program
Wastewater Facilities Program Baton Rouge,LA • • • • •
2-3
RFQ-2017-300-KB Page 111
CH2M's Experience as a Partner in As shown in the organization chart in Exhibit 2-B,
CH2M's team is organized around the critical
the 100 Resilient Cities Program elements of your business case analyses project as
Our team is outlined in the City's RFQ-infrastructure program
experienced with analysis,resiliency measures,adaptation strategies;
100 RESILIENT CITIES 100 Resilient Cities— and addressing issues and responses relating to
Pioneered by the resiliency,susta inability,and adaptation.Jason Bird,
Rockefeller an experienced Project Manager with a successful
Foundation(100RC). history working with the City,will serve as the City's
Prior to joining CH2M,Erica Harris(SLR Vulnerability) Project Manager.Jason will be your primary point of
part of a key strategy partner team for several cities contact during the project and he will coordinate
selected for the 100RC program,including the Cities and organize the efforts of our project team.
of Seattle,Oakland,and San Francisco.Through the Principal-in-Charge,Matt Alvarez,will ensure that
resilience strategy development process,she was a Jason has all the required resources for the project
key contributor to Oakland's Preliminary Sea Level and he will communicate periodically with City
Rise Road Map and San Francisco's Sea Level Rise management to ensure your project is proceeding as
Action Plan.Both documents include priority anticipated.
coordination and adaptation actions to guide
approaches for city-wide sea level rise adaptation. Organizational Chart
Familiarity and experience with this program offers The CH2M team has been organized to provide a
an opportunity to integrate broader resilience streamlined leadership team supported by a large
planning into the City of Miami Beach's approach to group of professionals skilled in all of the various
Business Analysis for its stormwater infrastructure disciplines that could be required on tasks under this
program and the ability to leveraged lessons learned contract.Exhibit 2-B on the following page highlights
and best practices from additional 100RC efforts and the names and roles of each team member that will
the broader 100RC network. In addition,CH2M is be made available to the City under this contract
prepared to coordinate with the identified
stakeholders to leverage the existing information Leadership Team
collected and strategies developed within the
ongoing 100RC initiative and Resilience Strategy Our leadership team hasa number one focus—total
under development to maximize the benefits and satisfaction of the City.They bring demonstrated
value to the City of Miami Beach's from continued experience in business case analyses,stormwater
flood risk reduction efforts and investments. infrastructure,resiliency measures,and adaptation
strategies.This group of professionals will ensure
2.2 Qualifications of technically superior,innovative delivery of the City's
projects on time,within budget performance,and
Proposer Team with a strong level of commitment to meet or
exceed all of the City's objectives and requirements.
CH2M's Project Team offers industry Our team includes experts who were selected based
experts combined with highly skilled on their proven ability to successfully implement the
technical support staff that exceed the tasks that will be required for the Business Case
Analysis of the City of Miami Beach Stormwater
City's minimum requirements Resiliency Program.CH2M's leadership team
Our team is organized to leverage the knowledge of qualifications to serve the City are summarized
CH2M's industry experts in preparing business case below.Detailed resumes for these experienced
analyses and the management and technical professionals can be found on page 7 of this section.
experience of our Florida based staff,providing the
City with the optimal combination of national and
regional credentials.
2-4
RFQ-2017-300-KB Page 112
•
EXHIBIT 2-B QA
Organizational Chart
BEACH
MatAM0*1E
JasortBird
Leadership Team
' INFRASTRUCTURE FINANOAL NON-FINANCIAL BUSINESS CASE
ANALYSIS DaefdEreew Laurens van der Tak,PE, ANALYSIS
Reale RowePE """7"'"'"`"'"`"""'"'i - DWRE Mike Matichich
• Finandal Forecasting _. .__
Asset Management (Property Tax,Flood Insurance. Adaptation Strategy Alternariv,.FIKk Anatysl5
Stormwater Modeling Ret Estate S Lending, Development values and Erode ON
C.'
Stormwater OP ed--t Ro Ing&Bonding) Green Infrastructure Damon Methodology
O&M&Pump Funding Risk Modeling/Analysts Derision Support Tool&TBR
Utility Fee Analysis Orate Science Livelihood of Fagure
Economic CB&ICC Analysis SLR Vulnerability
Technical Resource Pool
! Water Utilities Land Use Planning Policy Asset Management Staiehoklerand\\
Susan Moisio,PE Susan Butler Reggie Rowe.PE Public ward,dt \
Water Quality Green Met-madame Economic CC&LCC Analysis PEN
Water \
Mitch Griltln,PhD,PE Rafael'Vasquez Burney,PE Mary to Kealy,P'nO Socks/Equity
Hydrogeologist Climate Science Risk Moderng/Analysis iesther Dyke;NCP
Tom Farkas,PG Phil Pesten 1D Solomon,PF.,CRE,CAMP Faturna tusuf
%MP% SLR Vulnerability Adaptation Strategy Value Engineering
Kevin Middicbrooks,C?ESC Erica Harris Development David kfester•PE
Stormwater CP Flood Resiience Bill McMillin,PE.DWRE Data Collection/GIS
baton Englesm.th Bid McMillin,PE,DWRE Tool Development Ekaterina=los,GGP
Starmwater Modeling Ecological/Natural Systems Andrew Hu Construction Masagenent
Swamy Pao,PhD,PE Jim Bays,PWS Derision Support Tool&TBI Ra•dy Houston.PE DELA
StormwaterPump Stations Coastal Modeling Dar Pitzler Cost Estimating
'ao Fu,PE Say Chong Lee,PhD HAWS Modeling Ralph Myers.GC
Cameron Isaman,PE Envision SP Bill McMillin.PE,DWRE Design Buid
Pump Station O&M Elizabeth Bracford,ENV SP Likelihood of Failure !fetus Watson,Pt
ohn Barreirnn fEMA/Fiatard Mitigation/LMS Dennis Jackson,PE Roadway Transportation
Permitting Cory Hooper,PE,CFM Dan Pitzler Alfred Lungados,PE
Val Ross Rai Tneuportation
Nancy Houston
IIProject Manager,Jason infrastructure assessment,stormwater,green
Bird,will lead our team infrastructure/low impact development and
and be tasked with sustainability,including LEED and ENVISION
coordinating all efforts evaluations.He has applied his knowledge of
for this contract.Jason is infrastructure design and climate science to risk and
an experienced civil vulnerability evaluations of infrastructure to develop
illengineering professional mitigation measures and adaptive strategies to
with a focus on water protect and enhance capital investment and overall
resources,water resilience of built and natural assets.
conservation,
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Jason will be supported by recognized experts in the recognized technical expert on climate impacts
various elements essential to the success of business adaption strategies.
plan analyses. David Green has 40 years
Mike Matichich has more of experience managing
than 30 years of and providing senior
experience in financial consulting services in the
and utility rate areas of economic and
management,business financial analysis.He is a
• case evaluations,capital regional economist with a
improvement plan(CIP) wide range of experience
prioritization and effective performing economic and
`d utility management financial studies,
(EUM).He leads CH2M's including conducting cost of service analyses and
Financial Services consulting team,which conducts setting rates for utilities,utility regionalization and
strategic financial planning and rate studies for valuation studies,marketing and demand studies,
stormwater,wastewater,and drinking water economic impact analyses,and economic and
systems.He has served as project manager and task financial feasibility studies,as well as other types of
lead for many feasibility and implementation studies economic and financial services.Dave has assisted
related to stormwater management. clients in obtaining more than 52 billion in funding
for various projects by preparing bond feasibility
Reggie Rowe,PE,has reports,as well as state revolving fund loan and
facilitated asset grant applications.
management workshops
and given technical Team Member Resumes
presentations on asset
management and Brief resumes for CH2M's leadership team and our
condition assessment technical resource team can be found on the
technologies,as well as following pages. Detailed resumes for any team
limb managed case studies member can be provided to the City upon request.
that have served to both
educate and introduce new approaches to improve
upon traditional condition assessment activities.He
is the co-developer of the firm's SCREAM Model
which is recognized as one of the nation's condition
assessment system standards by the EPA.
Laurens van der Tak,PE,
DWRE has 29 years of
experience managing over
60 stormwater projects
worldwide,involving
stormwater management
plans,stormwater
utilities,coastal flood
protection,climate
change adaptation
studies,wastewater collection systems,stormwater
modeling,and geographic information systems,
ensuring regulatory requirements and UFC design
criteria.Laurens has authored over 10
stormwater/flooding publications and is a widely
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Jason Bird Task Lead,Comprehensive Plan Update,City of
Fort Lauderdale,FL.As a community in SE FL
Project Manager experiencing increasing impacts from coastal and
Years of Experience rain driven flooding,the City is enhancing their City
18 Comprehensive Plan to incorporate resilience.This
project involves reviewing and modification to
Education existing Comp.plan elements including the Parks
AA-Associate of Arts(Engineering electives) and Recreation Element,the Coastal Management
Course work in Civil Engineering with Construction Element and the creation of a new Climate Change
Management focus,University of Central Florida Element,which includes guidance from"Press
Professional Affiliations Play,"the City's Strategic Plan and`Fast Forward,"
Society of American Military Engineers the City's Vision Plan.
American Society of Adaptation Professionals Technical Lead—Infrastructure,Downtown
WERF,Florida Water Environment Association Waterfront Masterplan,St.Petersburg,FL.Project
included over 7 miles of waterfront in urban setting
Relevant Experience including downtown,airport,seaport,industrial and
Jason Bird's experience,including some prior to residential areas.As technical lead for sustainable
joining CH2M,focuses on water resources,water infrastructure,provided infrastructure and asset
conservation,infrastructure assessment, review and high-level impact analysis for sea level
stormwater,green infrastructure/low impact rise and storm surge to inform adaptive strategies
development and sustainability,including LEED and for integration into masterplan.
ENVISION evaluations and integrated decision
support tool development and analysis to identify Water Team Lead/SSIM Modeler,NAVFAC
and prioritize capital infrastructure investment for Midlant,SSIM Pilot Study,Little Creek,VA.
municipal,commercial,master planned Sustainability Study which developed a
communities,and US federal facilities.He has methodology for evaluating base wide assets and
applied his knowledge of infrastructure design and environmental impacts as they related to federal
climate science to risk and vulnerability evaluations mandates for water use,energy and carbon
of infrastructure to develop mitigation measures reductions.Evaluated water consumption,
and adaptive strategies to protect and enhance stormwater runoff quality and reuse potential for a
capital investment and overall resilience of built and 2,000-acre military installation with over 400
natural assets. buildings. Performed cost benefit analysis of
Technical Lead for Resiliency Study,City of Miami conservation and reuse packages to inform
Beach,FL.In response to sea level rise and leadership decision making and developing
increasing flooding,City wide strategies are being roadmap for implementation. Included evaluation
evaluated to mitigate flooding of public and private of masterplan build out and related impacts related
property. This task order included policy review and for incorporating active 1391 projects to FY 2020.
recommended changes for new construction and NAVFAC Pacific,Guam Roadmap Adjustments,
major renovation,specifically the minimum building Grading,Drainage and UD.Preparation of Grading,
finish floor(FF)elevations and City freeboard. Drainage and Low Impact Development Plan for
Performed data collection,case study review and integrated Sustainable Masterplanning of new
preparation of a White Paper focused on 1,200 acre U.S.Marine Corps Base on the island of
Unintended Consequences of raising the min.FF Guam. This extensive study evaluated four
elev.In depth zoning code,NFIP Community Rating separate Conceptual Development Plan alternatives
System and public works manual reviews for including cost analysis to inform DoD selection of
integration of resilience for buildings and critical the preferred alternative. This study included
infrastructure.Perform asset evaluation,risk and evaluations for stormwater quantity and
vulnerability assessment and mapping of flood stormwater quality and will be used as the basis of
inundation based on select flood hazard scenarios design for final masterplanning,additional site
developed,to inform capital improvement projects analysis and site development.
and policy for future climate conditions.
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RFQ-2017-300-KB Page 115
Mike Matichich investments.A case study application of the tool is
featured in an article by Mr.Matichich In the
Business Case Analysis Task Lead December 2010 issue of Public Works magazine:
Years of Experience http://www.pwmag.com/administration/evaluating
30 -investment-options_o. The ProjectSelect tool was
adopted by the World Business Council for
Education Sustainable Development(WBCSD)as the
B.A.,Politics&Government recommended tool that businesses should use to
M.A.Urban&Regional Planning with focus in Urban help assess whether they should deploy traditional
Economics gray infrastructure or natural infrastructure
Registration systems;WBCSD incorporated ProjectSelect into its
N/A recommended toolkit on its website.
Relevant Experience Financial Lead,Financing and Delivery Options
Evaluation,Miami-Dade Water and Sewer
Mr.Matichich is experienced in the development Authority,FL.Developed a business case evaluation
and application of decision support tools to business that compares the life-cycle costs of traditional
case analysis and in support of CIP prioritization. He delivery for a major biosolids facility with P3
is an industry leader in assessing the affordability of delivery using a private design-build-finance-
utility fee requirements and developing customer operate-maintain(DBFOM)model to aid decisions
assistance programs. regarding the best delivery and finance options.
Principal Investigator,Capital Funding Imperatives, Developed customized'value for money'model to
study for the Water Research Foundation.Mr. document the life-cycle net present value of costs
Matichich led a team of consultants and 20 for traditional and private delivery/finance options,
participating utilities in documenting industry best taking into consideration direct capital and O&M
practices in priority elements of the capital funding costs,plus risk transfers such as capital cost risk,
process,including development of business case technology risk,and credit reduction risk.
evaluations,capital program prioritization, Developed analyses that considered the range of
stakeholder engagement. Utility case studies viable technology options.
include a diverse geographic range of utilities Task Lead,CIP Project Prioritization Framework
including the San Francisco Public Utilities Update,Sanitary and Stormwater Asset
Commission,Seattle Public Utilities,Tampa Bay Management Plan,City of Ann Arbor MI. As part
Water,and Columbus Water. Mr.Matichich led the of an in-progress asset management study recently
team documenting current industry best practices facilitated a workshop to refresh the CIP -_
in CIP prioritization. The report was published by prioritization framework that was initially
the Water Research Foundation(WRF)in 2016. Mr. developed by CH2M and the City as part of a 2006
Matichich presented findings from the project in a water system master planning effort and which has
webcast conducted by WRF in the spring of 2016,
subsequently been expanded by the City to support
and he,coauthors,and 4 participating utilities are the prioritization of capital projects In ten City
presenting findings from the study In a half-day departments.Served as task lead for the 2006
session built around this project for the Water effort that created the prioritization framework,
Infrastructure Conference,which was held in criteria,and performance measures that have been
Phoenix,AZ in early November 2016. used by the City ever since. The update process
Senior Consultant,Development of Business Case included revisiting the formulation of prioritization
Evaluation(BCE)Tool:Project Select,Clean Water criteria and the performance measures used to
Services,OR.Guided development of ProjectSelect, assess the contribution of candidate projects to the
a BCE support tool that provides a framework for criteria,based on Ann Arbor's experience in
efficiently including both financial and non-financial working with the current framework and examples
considerations when evaluating the merits of public from CH2M's work with more than 40 water,
investment options.Key financial output metrics wastewater,and stormwater utilities in addressing
include net present value,payback period,benefit- prioritization issues.
cost ratios to assess the economic effect of public
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RFQ-2017-300-KB Page 116
Reggie Rowe, PE County's Department of Special Services selected
the CH2M project team to work in close
Infrastructure Analysis Task Lead collaboration with the County's designated Asset
Years of Experience Management Team to develop and implement a
37 phased program approach for making asset
improvements.Phase 1 included program
Education development of a"Top Down/Bottom Up"
M.S.,Civil Engineering implementation approach;Phase 2 includes initial
B.S.,Engineering Management application to piloted service areas;and Phase 3
Registration includes County-wide implementation.Mr.Rowe's
Professional Engineer:AL,MS task lead areas induded development of Levels of
Service and corresponding performance measures;
Relevant Project Experience defining asset assessment criteria;and Phases 2 and
Mr.Rowe has extensive experience helping local 3 scope development The project team
governments'utilities leverage the value of asset coordinated with existing GIS,work order system
condition data and subsequent decisions through (Hansen),master planning,and other existing
the asset's entire life cycle.He has facilitated many planning activities and programs.Risk-based
asset management workshops and given numerous decision tools and risk reduction strategies were
technical presentations on asset management coupled with methods to identify the lowest life-
technologies and condition assessment,as well as cycle cost of sewer system operations and
case studies that have served to both educate and maintenance and capital investments.
introduce new approaches.
Senior Technical Resource,Stormwater
Senior Technical Advisor:Asset Management Infrastructure Maintenance Program
Program;Dayton,OH.The City's Department of Enhancement and Development,Fairfax County
Water selected CH2M to develop an asset Department of Public Works and Environmental
management system to evaluate its water Services,VA.The Fairfax County Department of
distribution and wastewater collection system Public Works and Environmental Services selected
assets.The project developed a 50-year CIP for CH2M under a Basic Ordering Agreement to help
Dayton Water,as well as a CIP tool where the evaluate and recommend improvements to its
condition data is used to prioritize capital sanitary sewer and stormwater system.CH2M will
expenditures in the repair,rehabilitation,and use its SCREAM condition assessment application to
replacement of the water distribution and determine the condition of the pipes and manhole
wastewater collection systems.The CIP tool is an structures.SCREAM also will be used to produce
Excel-based computer model that compiles existing current and life cycle costs for different
data from selected City of Dayton computer rehabilitation improvement alternatives by using
software systems.The model will prioritize asset locally based cost estimates and the County's
repair,rehabilitation,and replacement based on preferential rehabilitation logic.
risk scores that include enhanced CCTV-generated
condition data input into the likelihood-of-failure Condition Assessment Task Lead:Boston Water
part of the risk equation.The City uses CUES Granite and Sewer Commission Facilities Plan;Boston,MA.
XP CCTV software and will be working with CH2M The scope of work requires CH2M to study and
HILL to consider CH2M's SCREAM CCTV codes and prepare a detailed and comprehensive review and
scoring process for gravity sewers.Led the development of condition and capacity
Likelihood and Consequence of Failure'Top Down" improvements needed to its sewer and storm
wastewater and water system asset risk scoring and system.The improvements will use asset
developed the basis for defining priority projects to management to prioritize improvements over a 25-
evaluate in the CIP tool. year capital plan.A major component of the
engineering work is to determine the risk the assets
Task Lead and Subject Matter Expert,Asset
pose to BWSC and the condition of the sewer and
Management Program for Wastewater
storm drain pipes in the system.
Infrastructure,New Castle County,DE.The
2A
RFQ-2017-300-KB Page 117
Laurens van der Tak, PE, DWRE Stormwater Manager,Flood Hardening and
Resiliency Survey,Washington Metropolitan Area
Non-Financial Task Lead Transit Authority,Washington DC Metro. Managed
Years of Experience team of 5 staff performing stormwater modeling
29 and field investigations to determine need for flood
protection for surface structures,such as fresh air
Education intakes,vent shafts,and station entrances.
Civil Engineer Degree Identified the level of risk via flooding depths and
M.S.,Agricultural Engineering inflow volumes for key surface structures using
B.A.,Biology CH2M's Flood Modeler Pro software.
B.S.,Agricultural Engineering Stormwater Expert,Community Resilience Pilot
Registration Project,United States Environmental Protection
Professional Engineer:VA,DC,MD;American Agency.Identification of potential risks to critical
Academy of Water Resources Engineers:Diplomate, infrastructure posed by sea level rise(SLR)and
Water Resources Engineer(D.WRE) more intense coastal storms,and in recognizing
Relevant Experience land use and infrastructure policy options that
Mr.van der Tak is a recognized expert in flood reduce exposure and vulnerability of infrastructure
protection,climate change adaptation studies, to SLR.
watershed and stormwater management plans, Task Order Manager and Senior Consultant,
Stormwater utilities,modeling,and geographic Climate-Ready Water Utilities Project,USEPA
information systems,and sustainability design. Water Security Division.Responsible for writing
climate change adaptation briefs that were
Climate Risks and Vulnerability Assessment Task included in the USEPA WSD's Adaptation Strategies
Lead,Climate Vulnerability and Facility Hardening Guide for Utilities(February 2012)to inform
Task,Ocean Outfall Legislation Program(OOL), drinking water and wastewater utilities.This$100
Miami-Dade Water and Sewer Department million project provides comprehensive mission
(WASD),FL For the OOL program,leading the support which includes comprehensive scientific,
climate risks and vulnerability assessments to build engineering,emergency management,risk
resilience to eliminate ocean wastewater discharges assessment,regulation development support,and
by 2025.Assessing wastewater facility vulnerability climate change impacts on water utilities.
and risk to projected changes in precipitation
intensity,duration,and frequency,sea level rise, Senior Technical Consultant,Climate Change
and storm surge. Evaluating flood hardening options Assessment,Louisville Metropolitan Sewerage
for different levels of risk.Facilitating a workshop District(MSD),KY.The purpose of this project is to
with WASD staff and consultants to set target evaluate the local and regional climate data and
design elevations. summarize available climate change projections to
assist MSD in wet weather facilities planning.
Stormwater Manager,Wastewater and Storm Oversaw the application of the SimCUM tool for
Drainage Facilities Plan,Boston Water and Sewer downscaling global circulation models and make
Commission Boston,MA.Provided quality review appropriate regional projections of changes in
for a climate change task to develop a facilities plan rainfall intensity,duration,and frequency.
fora sustainable framework involving planning and
management for the next 25 years of capital and Senior Technical Consultant;Climate Change and
operational improvements.Developed and Population Growth Effects on New York City,NY.
evaluated a range of multiple climate change Consulted on the application of changing rainfall
scenarios with global,regional and localized characteristics in planning,and the development of
considerations through the year 2100. an adaptation and optimization strategy for
Recommendations focused on modifying and addressing increased demand and minimizing
managing sewer and storm drain systems in light of flooding and other risks of global climate change to
potential flooding,storm surge and higher rain New York City drainage and wastewater
events. management systems that were used to develop a
resiliency plan.
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IYA tE&R LE NAME&ROLE
SUSAN MOISIO,PE,WATER UTIUTIES MITCH GRIFFIN,PHD,PE,WATER QUALITY
EDUCATION M.S.,Civil Engineering;B.S., Ph.D&M.S.,Agricultural
Engineering EDUCATION Engineering;B.S.,Civil
REGISTRATIONS PE:OH Engineering
QUALIFICATIONS TO SERVE THE CITY REGISTRATIONS PE:FL,GA,LA
Ms.Moisio has more than 29 years of experience QUALIFICATIONS TO SERVE THE CITY
and currently serving as CH2M's Global Practice Dr.Mitch Griffin is a nationally recognized water
Director for Conveyance and Storage. In this role, resources expert with a strong hydrologic and
she stewards the development of modeling hydraulic technology background and extensive
processes to further develop wet weather experience in evaluating water supply sources,
planning and implementation. flooding,and hydroperiods.
Conveyance Leader;Hydraulic Project Manager,Stormwater Master Plan
Modeling/Capacity Assessment;Ocean Outfall (SMP),Basins C-103 and C-2,Miami-Dade
Legislation(OOL)Program;Miami-Dade County County,FL.Assisted in developing the data
Water and Sewer Department;FL The$5.7 collection program during Phase I.For Phase II,
billion,11-year OOL Program is driven by a completed watershed modeling to determine
regulatory mandate from the Florida Legislature both flooding and water quality amounts;
to eliminate all wastewater discharge to the performed flood contour mapping;assessed the
Atlantic Ocean by 2025.As program manager, flood and water quality level-of-service and
CH2M is providing system master planning and prioritized sub-basins;developed Control
managing overall delivery of a comprehensive, Measures for priority sub-basins;evaluated
long-term program that encompasses the design, control measures,including cost,institutional and
procurement,construction,and commissioning of regulatory issues for existing and future land uses.
an estimated 28 major capital projects.Serves as
the conveyance leader,providing technical Project Manager,Funding Alternatives for
guidance for the evaluation,validation,and Stormwater Improvements,Flagler County,FL
ongoing support for the hydraulic modeling,pump Managed a project to help client develop funding
stations,and force mains to improve water options for a regional stormwater project.The
quality. local parcel data were used to determine an
equitable assessment of fees through a Special
Technical Lead;Wet Weather Overflow Funding District.Fees were assigned depending
Mitigation Program—Phases I and II;City of St. on whether the parcels benefited directly or
Petersburg,FL.Tasks included analyzing the City's indirectly,and also varied depending on whether
collection system for inflow and infiltration(I/I) the parcel was developed.
(e.g.,data collection,data inventory,I/I
characterization,modeling assessment, Senior Technical Consultant/Expert Witness,
alternatives analysis)and developing Stormwater Services,City of Key West,FL
recommendations for the mitigation of future Provided professional engineering services for the
overflows through I/I removal for comparison City of Key West related to its stormwater
against solutions focused on improvements to the program and stormwater utility.The stormwater
water reclamation facility. utility has been addressing challenges by certain
land holders and Dr.Griffin has provided affidavits
Hydraulic Model Leader;SSO 700 Integrated on behalf of the City's utility.CH2M HILL has
Watershed Action Plan for East Branch Mill developed new designs for stormwater pump
Creelq MSDGC;Cincinnati,OH. This watershed stations and gravity wells(interchange
with one of the largest SSOs.The tasks are to redevelopment)and Dr.Griffin has assisted in
complete the development of an integrated reviewing these documents.Some of these
watershed model to support the sustainability projects have received FEMA funding and CH2M
effort for the Wet Weather Improvement Plan. HILL has developed Benefit Cost Analysis(BCA)
Tasks include model update,performance utilizing FEMA's modeling software.These
evaluation,alternatives analysis and BMP analysis. projects were permitted and constructed.
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RFQ-2017-300-KB Page 119
MAI1)iiR�E ;:' NAME&WU
TOM FARKAS,PG,HYDROGEOLOGIST KEVIN MIDDLEBROOKS,CPESC,WMPS
EDUCATION M.S.,Hydrogeology,B.A., EDUCATION B.S.,Environmental Assessment
Geology, and Wildlife Biology
REGISTRATIONS PG:FLREGISTRATIONS Certified Professional in Erosion
QUALIFICATIONS TO SERVE THE CITY &Sediment Control
Mr.Farkas has 28 years'experience in water QUALIFICATIONS TO SERVE THE CITY
resource development/management and Mr.Middlebrooks is adept in the implementation
environmental consulting,He has provided of watershed improvement projects including
oversight over 50 projects which have included stream restoration,wet ponds,dry ponds,and low
public groundwater supply;aquifer storage and impact development best management practices
recovery(ASR);test well and monitor wells; (BMPs)such as swales and bioretention areas.
potable and surface water;underground injection Project Manager,Allenhurst Phase II Stream
control(UIC);Class I and V wells;and deep Restoration Project,Detailed Design and
injection wells. Construction,Gwinnett County Department of
Project Manager;Reclaimed Water ASR Program; Water Resources(GCDWR),Gwinnett County,GA.
City of Palmetto;Manatee County,FL Prepared This project involved restoration of 2,000 feet of
reclaimed water ASR permit application/report stream channel using natural channel design
including designs for construction and testing of techniques and drainage improvements through
City's ASR test well system.Project involved first stormwater outfall stabilization measures.Project
combination in the state of Florida of ultraviolet manager for design services including lead stream
disinfection of reclaimed water and addition of designer and public involvement. Key
sodium bisulfite to depress dissolved oxygen responsibilities included design of three tributaries
levels and suppress arsenic generation in the to the Chattahoochee River and public
storage aquifer.Cycle testing demonstrated no involvement responsible for the coordination of 20
arsenic formation in the ASR well system. conservation easements between Gwinnett
County and affected homeowners as well as
Project Manager/Senior Hydrogeologist Class I
communication of project progress and concerns
Deep Injection Well Systems Permit Compliance; of stakeholders.
Sarasota,FL Responsible for renewing Class I
deep injection well operating permits,preparing Project Manager,Sweetwater Creek at Old
annual injection well operating summary reports, Norcross Road Stream and Wetland Restoration,
implementing well acidization/rehabilitation Detailed Design and Construction,GCDWR,
measures as needed,and managing mechanical Gwinnett County,GA.This project involved a
integrity tests for six deep injection wells. multi-faceted design that incorporated stream
restoration,wetland restoration,and stormwater
Project Manager;Bee Ridge Recharge Well improvements with the creation of an approved
Project,Sarasota County,FL.Project Phase I mitigation bank.For the stream restoration,
involved permitting,design and construction of a natural channel design and sediment transport
4,500-foot deep exploratory well to investigate principles were used to design about 2,000 feet of
suitability of Lower Floridan Aquifer for a Class V stable channel.Wetland restoration activities
Aquifer Recharge Well utilizing treated effluent included over 6 acres.Of this area,1 acre of
from the Bee Ridge Water Reclamation Facility. additional wetland area was created.Key
Phase II includes permitting,design,construction responsibilities included coordination with the U.S.
and testing of 2 Floridan Aquifer Recharge Wells. Army Corps of Engineers to obtain an approved
Project Engineer;Peace River Master Plan banking instrument for the project,design
Update;Peace River/Manasota Regional Water modifications due to unforeseen field conditions
Supply Authority;Lakewood Ranch,FL.Update during construction and stream design,
focused on regional fadlities update;regional Assistant Project Manager,Ridgeland Forest
needs,sources,and connectivity;system water Phase II Stream Restoration and Stormwater
quality maintenance;source and resource Treatment Project,Construction Services,
protection strategies;demand management/ GCDWR,GA. Project involved restoration of 1,600
water conservation;and capital improvement plan feet of stream channel using natural channel
development. design techniques,and drainage improvements.
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RFQ-2017-300-KB Page 120
MAWS:,: ; RAW&ROLE / AlIii
,
JASON ENGLESM1TH,STORMWATER OP SWAMY PATI,PHD,PE,STORMWATER
EDUCATION Management Science and MODELING
Engineering,Graduate Certificate EDUCATION Ph.D,Biological and Agricultural;
B.S.,Mathematics,Economics M.S.,Irrigation;B.Tech,
REGISTRATIONS N/A Agricultural
QUALIFICATIONS TO SERVE THE CITY REGISTRATIONS PE:FL;GIS Certification
Mr.Englesmith has 20 years of experience applying QUALIFICATIONS TO SERVE THE CITY
principles of management science and structured Dr.Pati has strong analytical and technical skills in
decision making to provide clients with innovative numerous watershed master plans,stormwater
analytical frameworks to improve their strategic master plans,stormwater designs,asset
planning and business performance. management,and climate resiliency projects
Strategic Modeling;NMB Water;North Miami Senior Engineer,Ocean Outfall Legislation 00L)
Beach,FL. Supporting the Master Planning effort Program—Climate Change Resilience,Miami Dade
for NMB water. As part of this assignment,the County,FL.CH2M provided sea level rise(SLR)and
TACT model will be used to explore tradeoffs climate change assessment.Specific tasks include
between capital and asset management strategies flood inundation modeling(using Flood Modeller
as well as various schedule,rate increase and bond Pro)to identify and assess assets/facilities at risk.
issuances to develop an optimized approach to Risk assessed for the current and SLR scenarios for
delivering target levels of service while also both 2040 and 2075.The flood elevations were
meeting the organizational growth goals. also used for facilities hardening plans for each
Senior Advisor,Strategic Modeling;Asset critical facility identified.A design guide per SLR is
Management Program,Wichita Public Works& being developed based on the surge and flood
Utilities;Wichita,KS.Developed economic model modeling conducted by CH2M.
approach that allowed the client to look at the Senior Engineer,Wet Weather Overflow
overall economic impacts of several different Mitigation Program—Phase II,St.Petersburg,FL.
capital scenarios and maintenance strategies.The Project to develop and implement a plan to
model was used to optimize the funding for the mitigate overflow occurrences for a future event.
City's$1.7 billion CIP and to ensure maximum risk In Phase II,CH2M is characterizing the inflow and
reduction. It was also used to identify and quantify infiltration(I/I).Specific tasks included analyzing
the need to raise revenue,in the case of a shortfall the influence of tide on groundwater to capture
for either must-fund projects or total need. the zone of influence as part of this .
Strategic Modeling;City of San Mateo;San Mateo, characterization.This helped in extrapolating
CA.Assisting the City to design and implement results to identify the impact of SLR on the
their Clean Water Program.The initial cost groundwater within the sewer collection system
estimate for the program was over$1 billion, area. Future rainfall scenarios were also analyzed
however with the support of the TACT modeling to identify how a severe future rainfall event will
platform,CH2M team produced an overall savings impact I/I in the sewer system.
of$250 million using an optimization algorithm for Operations Manager/Lead H&H Modeler,
project sequencing and program duration.Also led Watershed Management Program Consulting
the team that was responsible for developing Services,Southwest Florida Water Management
applications for California State Revolving Fund District(SWFWMD),FL.Contract included three
(SRF)loans as well as an application for a Water elements Digital Topographic Information,
Infrastructure Finance and Innovation Act(WIFIA) Watershed Evaluation,and the Watershed
loan to supplement traditional bond financing, Management Plan for various watershed
saving the City more than$400 million in total cost. throughout the SWFWMD jurisdiction.
Senior Advisor;Flood Protection Program, Project Manager/Technical Lead,Northwest 5
California Department of Water Resources; Watershed Management Plan Update,
Sacramento,CA.—$50 billion of infrastructure Hillsborough County,FL.Combined model was
projects.Benefits Included a better understanding calibrated and verified using recent storm events,
of the funding sources,amount of investment and floodplains were delineated. Floodplain LOS
required,prioritization of those investments, determination and BMPs alternative analysis were
benefits realization and tracking. completed.
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NAME&ROLE NAME&ROLE
TAO FU,PE,STORMWATER PUMP STATIONS CAMERON ISAMAN,PE,STORMWATER PUMP
EDUCATION M.S.,Civil Engineering STATIONS
B.S.,Mechanical Engineering EDUCATION B.S.,Mechanical Engineering
REGISTRATIONS PE:FL REGISTRATIONS PE:WA,OR,CO,MN
QUALIFICATIONS TO SERVE THE CITY QUALIFICATIONS TO SERVE THE CITY
Mr.Fu is experienced in the planning,designing, Mr. Isaman is experienced in designing large scale
modeling,and troubleshooting of stormwater
pumping stations.
systems,water/wastewater treatment facilities,
pump stations,and collection systems. Pump Station Repair Design Manager;Emergency
Response and Operations for Pump Stations
Mechanical Engineer,City of Miami Beach under Sewerage and Water Board of New
Normandy Shore Stormwater Injection,FL Orleans;Orleans Parish;New Orleans,LA. Pump
Worked on the hydraulic modeling and the Station Design Manager for the emergency repair
modification of a newly constructed injection pump of various horizontal screw drainage pumps,as
station that was not working properly. well as other critical pump station repairs for large
Lead Mechanical Engineer,Pasco County Reuse valves,trashracks,and other auxiliary equipment.
System Boyette Road Reservoir,FL Lead Performed a systemwide condition assessment to
mechanical engineer for the new 500 MG reservoir. determine critical repairs,prepares the technical
Worked from 30%design through bid phase. memorandums for proposed repairs,design
Designed and prepared bid documents for all packages for bid,as well as support during
processes including a 12 mgd pump station,filters, construction.
aeration/line diffuser system and chemical system. Pump Station Lead;Georgetown Wet Weather
Lead Mechanical Engineer,Keys Aqueduct Treatment Stations;City of Seattle;Seattle,WA.
Authority Cudjoe Regional Sewer System,Key Pump Station Lead for the design of the pump
West,FL.Lead mechanical engineer for the design station portion of a wastewater treatment facility
of six pump stations ranging from 200 gpm to 1,600 capable of up to 70 mgd up to 20 times per year.
gpm. Prepares the mechanical drawings and
Mechanical Design Engineer,South Florida Water specifications for the pump station portion of the
Management District Picayune Strand Restoration project,as well as support during construction.
Project,FL Mechanical design engineer for three Mechanical Engineer,Windy Gap Pumping Plant,
large pump stations with capacities ranging from Annual Inspection;Northern Colorado Water
800 cfs to 2,650 cfs. District;Granby,CO.3rd Party Cost Estimate for
Lead Mechanical Engineer,Pinellas County Aquifer the additional powerhouse construction at Black
Storage Recovery Well Pump Station,FL Lead Canyon Dam.Prepares the Scope of Work,
mechanical engineer for a 1 mgd ASR system. negotiates contract amounts,provides project
Worked from 30%design through construction interface with the client,and leads the project
phase. team with project scheduling and budget controls.
Performed Mechanical quantity take-off and cost
Mechanical Engineer,Southwest Florida Water estimating.
Management District Lake Hancock Outlet Task Manager,McNary Fish Pump System
Treatment Wetland Pump Station,FL Mechanical Upgrade Concept Evaluation;USACE Walla Walla
engineer for the schematic design of a 150 cfs District;Umatilla,OR.Task Manager for the
pump station that feeds a constructed lake water concept development of two major alternatives
treatment wetland. for replacement of three large vertical pitched
Project Engineer,Pasco County Hudson Master blade pumps used for fish attraction water at
Pump Station Replacement,FL.Project engineer McNary Dam.Prepares the Scope of Work,
for a 9 MGD in-line booster wastewater pump negotiates contract amounts,provides project
station that features variable speed pumps and interface with the client,and leads the project
engine driven pumps. team with project scheduling and budget controls.
Lead Mechanical Engineer,Pasco County Land 0' Performed Mechanical conceptual design and cost
Lakes WWTP Expansion,FL Plant expansion from estimating.
3.5 to 7.8 mgd. Worked on the schematic design.
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NAME&ROLE NAME&ROLE
JOHN BARTELMO,PUMP STATION O&M SUSAN BUTLER,LAND USE PLANNING POLICY
EDUCATION Business Administration;Water EDUCATION MPA,Public Administration
and Wastewater Utility B.A.,Environmental Studies
Management REGISTRATIONS N/A
REGISTRATIONS Class A Wastewater&Class C QUALIFICATIONS TO SERVE THE CITY
Water Operator:FL
QUALIFICATIONS TO SERVE THE CITY Ms.Butler has 30 years of experience serving
clients with water resources,public engagement,
Mr.Bartelmo has 42 years of experience including utility,public works,strategic planning,and capital
pumping station operation,process control, project planning,permitting and implementation
supervision and management,compliance Project Manager/Technical Consultant U.S.
monitoring,personnel training,budgeting and Environmental Protection Agency(EPA)Water
cost saving,and interfacing with regulatory Security Division,Mission Support Contract
agencies. Climate Resilience Evaluation and Awareness
Project Manager,O&M Services,City of Key Tool(CREAT)Implementation;Drought Resilience
West,FL.Responsible for Administration, Pilot and Guide,and National Drought Resilience
budgeting and technical O&M services for the City Partnership(NDRP)Workshops.Supports EPA's
of Key West 10mgd advanced wastewater mission to increase the nation's water security by
treatment facility,24 pump stations and providing technical assistance in the development
wastewater collection system.Also responsible of a Drought Resilience Guide.Participated in
for operation and maintenance of the city's storm onsite pilot studies,script development for case-
water system including storm water pump study videos and conducts drought response and
stations,gravity wells and collection lines. water loss workshops for NDRP and EPA-
Involved with design planning for system sponsored workshops throughout the country.
improvements and existing construction projects Also provides training and technical assistance for
at the wastewater facility and throughout the communities applying CREAT to perform risk and
collection system. adaptation planning to increase climate resilience.
Project Director,O&M Services,City of Project Manager,Sustainability Initiative,
Hinesville,GA.Managed a team of 94 associates Forestar Real Estate Group,Austin,TX.Forestar's
and was responsible for the operation of the City's strategic growth plan included a commitment to
7.0 and 2.5mgd wastewater treatment facilities, develop sustainable communities throughout the
40 pump stations,and collection system. states within which it owns considerable real
Responsibilities also included Water treatment property interests.The first stage of the program
and distribution,Trash collection,City vehicle was to prepare a"whitepaper'that identified
maintenance and storm water system O&M.Also existing programs,best management practices,
manager of public works,parks and streets.Duties and state-of-the-art sustainable design,
included working closely with the City Manager, construction and operation procedures
City Engineer and other department heads on throughout the development market across the
planning,design,finance and public relations for country. Following the report,CH2M planned and
the areas within CH2M's scope of services. co-facilitated a 2-day Sustainability Summit for
Plant Operator,Cooper Utilities Water and Forestar's Executive team during which goals and
Wastewater Treatment,Cooper City,FL. metrics were established.
Responsible for the O&M of a 1.25-mgd contract Project Manager,Comprehensive and Strategic
stabilization activated sludge wastewater plant Plans,Town of Horizon City,TX.The award-
and a 3-mgd lime-softening water treatment winning Vision 2020 plan articulated the City's
plant.On-site during construction and startup of vision,goals and policies and implementation
both facilities.Duties included performing water strategies including a future land use map,
and wastewater laboratory analyses and municipal code revisions and a long-term capital
preparing monthly operating reports while gaining improvement program. Strategies to increase
hands-on experience in electrical and mechanical open space,reduce water use,and potential
repairs. funding mechanisms for Vision 2020 initiates were
identified. Also led the team to implement the
City's sustainable development vision.
2-IS
RFQ-2017-300-KB Page 123
Zilt IiOtf x .� •', ,Yr. PIAfYiE gL II�E
RAFAEL VAZQUEZ-GURNEY,PE,GREEN PHIL PASTERIS,CLIMATE SCIENCE
INFRASTRUCTURE EDUCATION M.S.,Meteorology,
EDUCATION M.CE,Civil Engineering B.S.,Meteorology
B.S.,Environmental Engineering REGISTRATIONS NA
REGISTRATIONS PE:FL QUALIFICATIONS TO SERVE THE CITY
QUALIFICATIONS TO SERVE THE CITY Principal Climate Change Analyst,Miami-Dade
Project Manager and Lead Subject Matter Expert, Ocean Outfall Legislation Program,Miami,FL
Central Pasco County Beneficial Water Reuse This project focused on assessing facility
Project,Pasco County Utilities Services Branch, vulnerability and risk to projected changes in
Pasco County,FL.Project goal is to develop water precipitation intensity,duration,and frequency
reuse options for Pasco County while providing (IDF). The SimCLIM(Urich,2014)modeling
multiple benefits for the region's water resources environment provided estimates of projected
including groundwater recharge,ecosystem changes in precipitation IDF using general
enhancement,and wetland habitat creation. circulation models(GCM)results available from
Developed project concept and performed cost the global GCM database located at the Coupled
benefit analyses. Led hydrogeological testing for Model Intercomparison Project(CMIP5).
an infiltration wetland which involved aquifer Senior Technical Consultant;Climate Change and
performance testing used to develop a calibrated Population Growth Effects On New York City
groundwater model.Led detailed design and Sewer and Wastewater System and Wastewater
secured permits without the need for RFIs. Resiliency Plan,New York,NY.Applied its
Currently managing the construction of the experience and expertise with GHG mitigation,
wetland system. sustainable planning principles,climate change
Project Manager and Lead Subject Matter Expert, adaptation services and risk management to
Wetland Groundwater Recharge Park,City of assess the effects of population increases,sea
Ocala,FL.This project includes detailed design level rise,storm surge,temperature increases and
and permitting to construct a 35-acre increased extreme wet weather events on
groundwater recharge wetland park.This project infrastructure and operations and to develop a
involves the construction of a treatment wetland strategic plan for the next 50 years.The
to receive stormwater and reclaimed water for recommendations were used to develop future
water quality polishing and infiltration to support rainfall scenarios so that collection system
regulatory drivers within the Silver Springs System modeling could be used to calculate the potential
which is subject to MFL and TMDL limitations. hydraulic and performance impacts due global
Project Engineer and Lead Subject Matter Expert, climate change.
Pasco County Master Reuse System Master Plan, Principal Climate Change Analyst,Stormwater
Pasco County,FL.Led the evaluations required to and Sea Level Rise Analysis,City of Los Angeles,
develop the Master Plan and provide the CA.Performed precipitation IDF and sea level rise
operating strategy and capital projects to allow analysis for the Venice Pumping Plant and San
the system to grow as a zero-discharge regional Pedro Facility to assess potential climate change
reuse system for the next 20 years. impacts on facilities located near the ocean.
Recommendations included implementation of a Historical and projected changes in IDF were
new groundwater recharge wetland which is being placed into the City's hourly hyetograph to assess
constructed,implement a discharge to a natural impacts at a fine time scale.
hydrologically-altered wetland which is being Principal Climate Change Analyst,Boston Water
designed,integration of a new reservoir recently and Sewer Commission(BWSC)Wastewater and
completed,and installation of new transmission Storm Drainage Facilities Plan;Boston,MA.
lines to optimize conveyance. Provided historical precipitation IDF analysis and
Project Engineer and Lead Subject Matter Expert, projected changes in precipitation IDF for the
Floating Wetland Islands,Pasco County Utilities Boston region using long-term National Weather
Services Branch,Pasco County,FL Project Service climate stations and the BWSC network.
involved the design,construction and assessment The projected changes incorporated climate
of floating wetland islands for nitrogen reduction change model results and GHG scenarios for
in reclaimed water storage reservoirs. target years 2035,2060,and 2100.
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NAME&ROLE
ERICA HARRIS,SLR VULNERABIUTY BILL MCMIWN,PE,D.WRE, ADAPTATION
EDUCATION M.S.,Oceanography;BS, STRATEGY DEVELOPMENT
Geography and Spatial Analysis M.EE,Environmental
EDUCATION
REGISTRATIONS N/A B.CE,Civil Engineering
QUALIFICATIONS TO SERVE THE CITY REGISTRATIONS PE:NJ;Diplomate,Water
Ms.Harris specializes in flood and erosion analysis Resources Engineer
due to large storms,inundation mapping,risk and QUALIFICATIONS TO SERVE THE CITY
vulnerability assessments of coastal assets, Mr.McMillin has a broad base of experience in
climate change resilience planning,and evaluations,planning,design,and implementation
adaptation strategy development. of water resources,collection system,and
Lead Contributor,Comprehensive Plan Update, environmental management projects
City of Fort Lauderdale,FL.This document serves Project Manager and Senior Technical
as a blueprint for existing and future development Consultant;Climate Change and Population
for the city and reflects the vision for the next Growth Effects On New York City Sewer and
decade and beyond.Tasks included developing a Wastewater System and Wastewater Resiliency
new Climate Change Element and updating the Plan,New York,NY. Assisting the City with its
existing Coastal Management Element. development of an adaptation and optimization
Lead Contributor,Flood Mitigation&Resiliency strategy for addressing increased demand and
Study,City of Miami Beach,FL.Response to sea minimizing risks of global climate change to City
level rise and increasing flooding,this document drainage and wastewater management systems.
will be used to inform city-wise strategies that are CH2M Project Manager,Water and Wastewater
being evaluated to mitigate flooding of public and Utilities Resiliency Pilot Project,U.S.
private property.Strategies include policy changes Environmental Protection Agency Water Security
for new construction and major renovations, Division. Managing CH2M's resiliency assessment
specifically in the minimum building first floor of Water Department facilities.The assessment
elevations requirements.Project tasks included included a four-step process of understanding the
being the contributor to the climate change
technical memo and reviewing and documenting flooding hazard,identifying vulnerable assets and
the climate stressors and shocks. determining Impacts,identifying mitigation
measures,and selecting mitigation measures and
Coastal Scientist,Stormwater Masterplan developing an implementation plan. A
Update,City of Naples,FL.Performed sea level cost/benefit analysis was performed to identify
rise vulnerability analysis and providing and recommend cost-effective adaptation
adaptation guidance for the city's stormwater measures and strategies to be implemented.
assets.This information was used to inform
updates to the city's stormwater master plan and Task Leader and Technical mageonsutacit
ensure sea level rise impacts are considered at the Wastewater and Storm Drainage Facilities Plan,
most appropriate time during planning and Boston Water and Sewer Commission,Boston,
development projects. MA.Leading the climate change task in a project
Deputy Project Manager,100 Resilient Cities, that is developing a drainage facilities plan that
Seattle,WA.Project tasks included facilitating an will establish a sustainable framework for planning
agenda-setting workshop with 80 participants and management for the next 25 years of capital
including city leaders and representatives from and operational improvements. The climate
private sector,academia,and local community; change task incorporates the development and
and assisting the city in the first phase of the evaluation of climate change adaptation strategies
project to engage local stakeholders.This work is for changing wet weather conditions,sea level rise
a part of the Rockefeller Foundation's 100 and storm surge.
Resilient Cities Network. Technical Consultant on AMWA-NACWA Climate
Coastal Scientist,100 Resilient Cities,Oakland, Change Cost Report.CH2M co-authored a study
CA.Key contributor to the preparation of the Sea with the AMWA and The National Association of
Level Rise Road Map that will address sea level Clean Water Agencies(NACWA)and released a
rise vulnerability to Oakland's coastal groundbreaking report to the U.S.Congress titled
communities and prioritize action items to Confronting Climate Change:An Early Analysis of
increase future resilience. Water and Wastewater Adaptation Costs.
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RFQ-2017-300-KB Page 125
NAME&ROLE " NAME&ROLE`..
11M BAYS,PWS,ECOLOGICAL/NATURAL SAY-CHONG LEE,PHD,COASTAL MODELING
SYSTEMS
EDUCATION Ph.D,Coastal Engineering;
EDUCATION M.S.,Environmental M.S.,Civil Engineering
Engineering Sciences;B.5., (Coastal);M.Eng&B.Eng,Civil
Environmental Biology Engineering
REGISTRATIONS Professional Wetland REGISTRATIONS N/A
Scientist
QUALIFICATIONS TO SERVE THE CITY
QUALIFICATIONS TO SERVE THE CITY
Mr.Lee has expertise in met-ocean
Mr.Bays has more than 40 years of experience in characterization,coastal wave modeling,
the fields of wetland ecology,wildlife,and hurricane simulations and storm surge studies,
terrestrial ecology,specializing in wetland wetland hydrodynamic and salt intrusion studies,
performance and analysis,impact assessment, as well as formulating coastal zone and shoreline
and ecosystem recovery. management plans.
Senior Consultant,C-43 Water Quality Treatment Lead Coastal Modeler,Miami-Dade Ocean Outfall
Area,South Florida Water Management District, Legislation(OOL)Program,Miami-Dade Water
West Palm Beach,FL Investigation of natural and Sewer Department,Miami,FL Responsible
system technologies for treatment of dissolved for conducting hurricane-induced surge modeling
organic nitrogen in the Caloosahatchee River. to provide boundary conditions to the flood
Developed preliminary treatment models for modeling team to derive flood maps for facility
predicting organic nitrogen removal using novel hardening against the impact of climate change.
biological systems. Lead Coastal Modeler,Surge and Sea Level Rise
Senior Consultant,Biological Water Treatment Modeling for Washington Suburban Sanitary
System,Southwest Florida Water Management Commission,Climate Change Vulnerability
District,Brooksville,FL Three-phase assessment, Assessment,Adaptation and Mitigation Plan,
bid preparation,and operational monitoring of Washington,DC.Responsible for conducting
the periphyton system for surface water and surge modeling to provide flood extents and peak
stormwater phosphorus and nitrogen treatment. flood elevations caused primarily by coastal
Studies included study site selection,bid flooding as a result of surge propagation
document preparation,water quality analysis,and generated by extreme meteorological events in
sampling design. the abutting ocean area with current and
Senior Consultant,Freedom Park,Collier County projected future sea level rise(SLR)
Stormwater Department,Naples,FL Developed Lead Coastal Modeler,Gulfport Federal
initial concepts and consulted during design of a Navigation Channel Impact Modeling,MS.
constructed wetland system,wetland restoration, responsible for conducting 2D/3D
and multiple-purpose recreational facility for the temperature/salinity impact modelling resulting
treatment of urban stormwater and flow. from the widening and deepening of the Federal
Senior Consultant,Crews Lake Natural System Navigation Channel.
Restoration,Pasco County Utilities,FL Senior Coastal Modeler,Carr's Bay Port
Development of conceptual plans to rehydrate Development,Government of Montserrat.
Crews Lake through direct or indirect application . Conducted extreme value analysis of met-ocean
of highly treated reclaimed water.Services data,wave transformation,wave agitation,
performed include water quality data analysis and hydrodynamic and flushing,sediment transport,
modeling,hydrologic modeling,regulatory review and shoreline change modeling.
and agency coordination.
Senior Consultant,Wetlands-based Wet Weather Coastal Modeler,Newport News Coastal Flooding
Reclaimed Water Disposal,Ave Maria Utility Study Phase 1,VA.Conducted historical hurricane
Company LLLP,Collier County,FL Developed storm surge simulations encompassing the
natural wetland augmentation concept using Chesapeake Bay and the adjoining Atlantic Ocean
reclaimed water,conducted regulatory analysis to determine the extreme surge elevations at the
and agency meetings,and directed long-term project site.
water balance analysis for hydrologic restoration
of natural water quality treatment.
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NAME&ROW
ELIZABETH BRADFORD,ENVISION SP CORY HOOPER,PE,CFM,FEMA/HAZARD
EDUCATION M.S.,Earth Science;BS, MITIGATION,LMS
Geology EDUCATION M.S.,Civil Engineering;B.S.,Civil
REGISTRATIONS Envision Sustainability Engineering
Professional;151 Envision REGISTRATIONS PE:CO;Certified Floodplain
Trainer Manager
QUALIFICATIONS TO SERVE THE CITY QUALIFICATIONS TO SERVE THE CITY
Senior Technical Consultant;Bureau of Mr.Hooper has more than 16 years of experience
Engineering Envision Support;City of Los in hydraulic/hydrologic modeling and the design
Angeles,Bureau of Engineering,Environmental of water resources projects.He has expertise in
Engineering Division;Los Angeles,CA.Led an the full spectrum of modeling,design,and
Envision Credentialing Workshop for 30 EED staff, analytical programs.
and facilitated workshops to provide technical Technical Manager,Hydrology Project,Colorado
input on four Envision projects.The team is Department of Transportation,Boulder County,
developing 60 EED-specific Envision credit CO.Provides senior oversight of modeling efforts
coversheet templates,and creating customized to develop calibrated hydrology for watersheds
tools to support alternatives analysis and Envision impacted by the September 2013 flooding in
award applications. Hosts workshops and
develops programmatic guidelines,identify gaps, Colorado.These results were ultimately submitted
and set stretch goals. to FEMA upon approval by local communities.
Senior Technical Consultant;San Mateo Clean Lead Engineer,Fountain Creek Drainage
Water Program;City San Mateo,CA;San Improvements,Colorado Springs,CO.Prepared
Mateo,CA.As Senior of San Mateo,cal
for floodplain development permits for approval by
program,Ms. Bradford developed and is the Floodplain Administrator.Floodplain permit
implementing the Resiliency and Sustainability required development of both existing condition
Framework to understand how resilient and and proposed condition models using HEC-RAS.
sustainable the program currently is,and to Responsible for development of Letter of Map
identify actions or design alternatives that would Revision for submittal to FEMA as part of the
increase the level of resiliency and sustainability. National Floodplain Insurance Program
requirement.
Subject Matter Expert;The Resilient St.Vrain
Creek Project;City of Longmont,CO.A 2013 rain Task Lead,Green Infrastructure Implementation,
event resulted in 100-year to 500-year flow rates City of Omaha,NE.Developed guidance for
in the region and caused extensive flooding in consultants hired to design projects associated
many areas.The flow in St.Vrain Creek exceeded with the reduction of sewer overflow events
the channel capacity,and floodwaters left the Developed the green infrastructure guidance
creek's banks,resulting in significant damage and documents for the program and performed
Flooding review of consultant designs as well as assisted in
the development of green solutions to mitigate
The project began because of the flood.An stormwater entering the system.
alternatives analysis phase of the project was Project Manager,As-directed Stormwater
completed to identify and evaluate alternatives Services,Castle Rock,CO. Managed the delivery
for improvements to St.Vrain Creek to safely
convey the 100-year storm,repair flood damage, of seven task orders to support Castle Rock
and decrease risk to property and the public.
stormwater staff.Tasks included pond retrofit
design,alternative evaluations,and scope
In addition to completing an analysis of the development.
applicability of Envision,developed an excel-
Project Manager,On-Call Engineering Services,
based tool to quickly and efficiently rank design Urban Drainage and Flood Control District,CO.
alternatives during the pre-design and design
phase alternatives analysis workshops.The Providing consulting services including watershed
Envision-based tool was used in combination with studies,infrastructure design,services during
the City of Longmont's own internal sustainability construction,permitting business
assistance,specification
tools to determine the most sustainable project development,and business solutions consulting.
alternatives.
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NAME&ROLE NAME&ROLE
VAL ROSS,PERMITTING MARY JO KEALY,PHD,ECONOMIC CB&LLC
EDUCATION M.S.,Regional EDUCATION Ph.D,M.S.,B.S.,Economics
Planning;B.S.,Biology REGISTRATIONS N/A
REGISTRATIONS N/A
QUALIFICATIONS TO SERVE THE CITY
QUALIFICATIONS TO SERVE THE CITY Dr.Mary Jo Kealy is an economist with expertise
Ms.Ross has extensive experience in water in natural resource and environmental economics,
quality,stormwater management,growth socio-economic impact assessments,benefit-cost
management,and protection of sensitive analysis,micro-economic theory,regional
resources.She is skilled in permitting projects in economics,public sector economics.
the context of federal,state,and local regulations Environmental Economist,Design and feasibility
and permit requirements. study for a Risk Resilient Integrated Coastal Zone
Environmental Planner,Combined Sewer Management Program in Trinidad&Tobago.This
Overflow Treatment Facility,Hudson River, project for the Inter-American Development Bank
North Hudson Sewer Authority,USACE New York to define an investment package to deliver long-
District.Led Section 404 permitting activities
including 404(b)1 evaluation,and documentation term resilience.Includes the design of baseline
of environmental compliance for an individual studies,monitoring program,coast protection
permit application.Submitted the application to works,and institutional/regulatory
the USACE NY District.This project is to comply arrangements. Responsible for the assessment of
with NIPDES permit requirements. the economic feasibility of the loan package,
which includes goods and services exchanged in
Permitting Manager,Swift Creek Reser the market economy and ecosystem services
Watershed Management Master Plan and provided by nature.
Maintenance Program.,Chesterfield County,VA. Lead Economist for the Rockefeller Foundation's
Managed the development of a permitting Retrospective Evaluation of Natural and Hard
strategy,preparation of a Joint Permit
Application,and wetland mitigation for Infrastructure for Coastal Resilience in Howard
stormwater management ponds to be Beach,Queens,NY.Project to evaluate integrated
constructed. Issues such as individual versus approaches that use both natural systems and
programmatic permitting USACE and Virginia more conventional'hard'engineering alternatives
Department of Environmental Quality to develop a betterunderstandingsocial
costs n and bfenefits.the
environmental and costs benefits.
coordination,mitigation ratios and credit,stream
Project outputs include an appraisal framework
restoration and mitigation banking,review that is defensible,replicable,and consistent with
schedules and sequencing of BMP construction federal policy,the inclusion of monetary and non-
and mitigation,and mitigation credit for non- monetary assessments of valued ecosystem
traditional activities such as buffers and floodplain services affected by each of the natural,structural
enhancements were addressed. and hybrid alternatives to assist with identifying
Permitting Lead for Combined Sewer Overflow the preferred alternative in a case study example.
Treatment Facility in the Hudson River,North Environmental Economist,Support for Improving
Hudson Sewer Authority,NY. Led Section 404 Climate and Disaster Resilience in Sustainable
permitting activities including 404(b)1 evaluation, Tourism,Belize.The design and feasibility analysis
and documentation of environmental compliance of climate risk-resilient coastal investment
for an individual permit application.The
application was submitted to the USACE NY programs,including aspects related to the design
District. and assessment of monitoring systems,planning,
coastal engineering(structural and non-structural
Project Manager,3rd Party AEIS for Phosphate measures),DRM,CCA,ecosystem-based coastal
Mining,Central Florida Phosphate District, protection,institutional strengthening,
USACE Jacksonville,FL.Drafted QA/QC Plan for socioeconomic analysis,benefit-cost analysis,
the EIS,prepared regulatory compliance review, environmental assessment and financial analysis.
and developed guidelines for Administrative Responsible for the assessment of the economic
Record that would withstand potential legal feasibility of the loan package within an economic
challenges. benefit-cost analysis framework.
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JD SOLOMON,PE,CRE,CRMP,RISK ANDREW HU,TOOL DEVELOPMENT
MODELING/ANALYSIS EDUCATION M.S.,Ecology and
EDUCATION MBA,Business Administration Geographic Information
B.S.,Civil Engineering System;B.S.,Ecology and
REGISTRATIONS PE:NC,SC,VA;Certified Environmental Sciences
Reliability Engineer;Certified REGISTRATIONS N/A
Maintenance and Reliability QUALIFICATIONS TO SERVE THE CITY
Professional Mr.Hu is a subject matter expert and skilled
QUALIFICATIONS TO SERVE THE CITY analyst in GIS software/platforms,vector and
Mr.Solomon has 25 years of experience in asset raster data analysis,using many leading GIS
management and condition assessment programs vendor's products and geospatial tools.
for water and wastewater utilities. Principal GIS Developer/Solution Architect and
Project Director and Lead Technical Consultant; Development Team Lead;United States
Tampa Bay Water(TBW)Comprehensive Asset Department of Agriculture(USDA),Washington
Management Program,Tampa FL.Wide range of DC. Responsible for leading a large GIS
improvement initiatives including:evaluation of development team in the SAP-GIS application
existing computerized maintenance management development and system integration effort.
system(CMMS);advertising,negotiation,award Responsible for coordinating with SAP solution
and implementation of new CMMS;evaluation of architects and development team in the system
current maintenance practices and maintenance integration,and providing support to business
organization;performing series of maintenance process analysis team working with USDA clients
and reliability workshops;developing a to develop requirement documents and software
comprehensive asset management plan;and asset technical specification documents(TDS).Led
management plan implementation including various workshops and meetings on software
evaluation of levels of service,risk framework, requirement and implementation.Served as the
financial models,and developing a new principal GIS developer and solution architecture
preventative maintenance program. The program responsible for the design and implementation of
also required a reliability-based focus,including the first ever ArcGIS Server Portal and Web
integrating with water supply and water Application.
distribution models. Senior GIS Developer and Task Lead;City of
Project Director and Lead Technical Consultant; Richmond Storm Water Utility,Richmond,VA.
Seminole County(TBW)Performance Led the design and development of GIS and
Improvement(Asset Management)Program, database tools to compute impervious area for
Sanford,FL. To streamline business processes and each property within the city and determine
develop proactive engineering,operations, appropriate storm water utility charges base on
maintenance approaches.Specific tasks include: impervious area and a comprehensive rate
evaluation of current maintenance processes; structure established by the city. Developed
maintenance and reliability best practices training; automated GIS tools to format and export storm
development of new facility maintenance plans; water utility charge information into a compatible
enterprise re-evaluation of levels of service and format for the city's financial system to generate a
performance measurement;asset management storm water utility bill.Also responsible for on-site
technology assessments and programming; training of City staff to operate,maintain,and
computerized maintenance management system update the GIS system.
(CMMS)improvements. Principal GIS Developer/Solution Architect and
Lead Technical Consultant;City of Portsmouth System Integration Team Lead-Philadelphia
City-wide Asset Management Program,VA. Water Department(PWD),AQUA America,and
Evaluation of old strategic plan and development DC Water.Responsible for leading GIS system
of revised mission,vision,and values;and gap design and integrations with Water utility asset
analysis;development of asset management plan management,IT security,custom relation,and
and implementation framework;and a capital planning applications on multiple client
comprehensive pilot project in a geographic sector projects.
of the City.
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1llt R+�E,�
DAN RULER,DECISION SUPPORT TOOL/ DENNIS JACKSON,PE,LIKELIHOOD OF FAILURE
TBL;LIKELIHOOD OF FAILURE EDUCATION M.Eng,Engineering Mgmt;B.S.,
EDUCATION M.A.,Economics;B.A., Civil Engineering
Economics REGISTRATIONS PE:NY
REGISTRATIONS N/A QUALIFICATIONS TO SERVE THE CITY
QUALIFICATIONS TO SERVE THE CITY Mr.Jackson has experience in managing and
Mr.Pitzler's areas of expertise include structured conducting strategic financial and management
decision methods,strategic business cases,risk consulting studies,including asset management,
assessment and management,benefit-cost investment prioritization and valuation studies,
analysis,feasibility analysis,resource economics, including several for stormwater utilities.
and economic impact analysis. Senior Asset Management Consultant;Asset
Structured Decision Lead,Risk Assessment Management Program Development;City of
Framework and Triple Bottom Line Business Longmont;Longmont,CO.Led a 2-day visioning
Case for Combined Sewer Overflow(CSO) workshop for a City-wide asset management
Alternatives,Seattle Public Utilities,WA. program,including water,wastewater,
Developed the cost and schedule risk assessment stormwater,streets,parks,open space,facilities,
framework for the City's 5500 million CSO and natural resources.Responsible for developing
program. Duties included developing an overall the initial program concept,including an
risk management framework,instituting risk introduction to asset management condition and
management policies,and facilitating risk criticality assessments,and CIP prioritization.Asset
workshops to develop and maintain the program management program was structured to follow
risk register and to develop probabilistic opinions the concepts in the guidance document
of cost for multiple projects within the program. Implementing Asset Management:A Practical
Also,led multiple inter-disciplinary teams that Guide.The workshop introduced consistent
conducted a triple bottom line business cases to business processes for development of a
select preferred alignments and technologies hierarchical capital asset database,condition and
using multi-objective decision analysis and risk criticality assessment,and an objectively-
analysis for the basins. prioritized S100M CIP.
Technical Lead,Cross-Resource Allocation Senior Consultant,Strategic Capital Funding
Process and Tools Development,Colorado Assistance,Eastern New Mexico Water Utility
Department of Transportation.Work has Authority(ENMWUA),Clovis,NM.Alternative
included facilitating a workshop of regional and funding approaches for a new water supply for ten
central office staff leads to discuss allocation participating member communities.The project
methods and develop initial evaluation criteria: will be paid for with a combination of federal,
developing case study criteria and scales for state,and local funds.The current financial model
three programs,developing the DOT's is based on a 75%federal,15%state,and 10%
prioritization methodology,and preparing a test local contribution,however the magnitude and
case prioritization model using actual data about timing of these amounts is uncertain.Presented
asset performance. Working with DOT staff to project leadership with alternative funding
develop a methodology to do cross-asset concepts that will accelerate the project and
prioritization of treatments for their asset increase the likelihood of securing the full funding
management program,and to prioritize projects commitments.
in three programs using the CH2M Prioritize tool. Business Case Analyst;Eliava Media Production
Structured Decision Lead,Integrated Facility;United States Department of Defense;
Stormwater/CSO Plan,Seattle Public Utilities, Defense Threat Reduction Program;Tbilisi,
WA.Led a multi-objective structured decision Georgia.Prepared a business case and return on
process to evaluate stormwater management investment analysis.The business case evaluated
alternatives.The most beneficial alternatives investment required to return the Eliava Company
were compared to combined sewer overflow to profitability after several years of losses.The
(CSO)alternatives to develop an integrated financial modeling demonstrated the return on
implementation plan. various capital investment scenarios and
expansion into international markets.
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NAME&ROLE NAME&ROLE ,
DIDIER MENARD,PE,STAKEHOLDER AND HEATHER DYKE,AKP,SOCIAL EQUITY
PUBLIC OUTREACH EDUCATION M.CP,Environmental Planning,
EDUCATION B.S.,Civil Engineering B.A.,Business Administration,
Real Estate
REGISTRATIONS PE:FL REGISTRATIONS American Institute of Certified
QUALIFICATIONS TO SERVE THE CITY Planners
Mr.Menard is in charge of local government QUALIFICATIONS TO SERVE THE CITY
affairs for Florida and brings local expertise in
public involvement efforts for water and Ms.Dyke provides over 22 years of experience in
transportation projects. water resource(stormwater,wastewater,water
Public Involvement Task Lead,Environmental supply,and watershed)planning,land use
Enhancement Capital Improvement nt Plan(CIP), planning,GIS analysis,and NEPA documentation
P P ( ) for both public and private entities.
Seminole County,FL.Public involvement task lead Lead Author;The Resource:Understanding our
for the County's$332 million CIP,which involves Water;Quarterly Education and Outreach
developing and implementing public involvement Publication;Forsyth County Department of
and communication strategies,coordinating and
Engineering GA.Coordinated closely with County
leading public information meetings,holding staff to develop a series of four-page
stakeholder meetings,elected official's briefings, stormwater/watershed management brochures,
media relations,and assisting with alternatives based on existing Forsyth County reports and
selection through building stakeholder consensus. plans,to be distributed to Forsyth County
Public Involvement Task Lead,Residential residents.
Reclaimed Water Retrofit,Seminole County,FL.
County's residential reclaimed water retrofit, Senior Author;MS4 Green Infrastructure and
which involved building managing,and Low Impact Development Review Technical
implementing a comprehensive Public Memorandum(TM);City of Doraville;GA.
Involvement Plan as part of a 5332 million CIP.The Completed a review of the City s building codes
residential retrofit program involved workshop and ordinances to ensure the use of GI/LID
planning,coordination,stakeholder meetings to techniques were not prohibited.These efforts
inform the residents about the projects as well as were documented in a TM presented to the City
to build consensus on the potential design Council summarizing the review and an ordinance
alternatives.Residents were encouraged to be to revise City Code to provide for removal of
part of the decision-making process which language that would hinder the GI/LID practices.
facilitated the decision-making process. Senior Author;Green Infrastructure and Low
Communication strategies were implemented Impact Development(GI/LID)Technical
including newsletters,fact sheets,website to Memorandum(TM)and Program Development;
effectively communicate with the residents and Forsyth County;GA.Completed a review of the
the local media. County's building codes and ordinances to ensure
Public Involvement Task Lead,CIP,City of Cocoa, the use of GI/LID techniques were not prohibited.
FL.Utilities Department CIP,which involves These efforts were documented in a TM and
developing and implementing public involvement provided to County staff for implementation
and communication strategies,and leading public during the next update the Unified Development
information and stakeholder meetings. Code.A separate TM was developed to document
Protect Manager,Fairbanks Avenue Corridor the County's efforts to develop a GI/LID program
Study Report,City of Winter Park,FL. Managed and track the use of GI/LID practices for annual
the study report which involved defining a land reporting purposes.These practices were
use vision to guide future redevelopment in the reviewed in a workshop with County Stormwater
corridor.The study report also identified potential staff,further screened to a final list of County-
utility relocations and stormwater treatment specific GI/LID practices and then various
upgrades that complemented the corridor land approaches for integrating their use into the
use vision,and established alternatives for funding County's current stormwater and development
assistance and delivery of the corridor review programs were identified.
improvements.
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NAMES ROLE 1 NAME&ROLE
FATUMAYUSUF,SOCIAL EQUITY DAVID SCHOSTER,PE,VALUE ENGINEERING
EDUCATION Ph.D,Agricultural Economics, EDUCATION M.E.,Structural Engineering
M.A.,Agricultural Economics B.S.,Civil Engineering
M.S.,Statistics REGISTRATIONS PE:FL,GA
REGISTRATIONS N/A
QUALIFICATIONS TO SERVE THE CITY QUALIFICATIONS TO SERVE THE CITY
Dr.Yusuf is an economist and statistician with Mr.Schoster has more than 18 years of
over 15 years of experience.She has conducted experience in at-risk design and project
economic analyses for water supply,water quality management,He has been responsible for
and assessed economic impacts associated with managing the design process,design budgets,
the project. construction budgets,onsite staff and
Regional Economics and Environmental Justice subcontractors,project schedule,procurement,
quality management plans,and health and safety
Task Lead,USSR Coordinated Long-Term plans.
Operations of the Central Valley and State Water
Projects(Remand)Draft EIS. Evaluated the Construction Manager at Risk(CMAR),Surface
socioeconomics,regional economic and Membrane Water Treatment Plant(WTP)City of
environmental justice impacts associated with the Sugar Land,TX.Provided value engineering and
changes in operations. scope management assistance.Led efforts to
Regional Economics Task Lead,Bay Delta identify value engineering and other cost savings
Conservation Plan DEIR/DEIS.Evaluated the opportunities and developed many of the scopes
regional economic impacts associated with of work for subcontractors that helped mitigate
changes brought about by the project within the the use of contingency on the project.
Delta region and outside the Delta region. Design,Scope,and Project Manager,Utility
Economic analysis tools used include: Capital Improvement(UCAP)—Sulphur Springs
socioeconomic analysis,input-output analysis, Upper Weir and Pump Station Progressive
recreation analysis,and agricultural economics Design-Build,City of Tampa,FL.Provided design,
analysis. permitting,GMP development,and construction
Senior Economist,Odessa Subarea Special Study services for the design-build delivery of a 27-mgd
DEIS and FEIS.Review of US Bureau of raw water pump station expansion.Major
Reclamation's Socioeconomic analyses and the responsibilities included providing general
revision of the Socioeconomics section of the DEIS oversight,managing the design,design budgets,
on the Columbia Basin project.Also,conducted an subconsultants,project schedule,and project
economic review and analysis of studies on quality,selecting subcontractors and equipment
economic impacts of irrigation water shortage. providers,and leading the estimating and
procurement efforts.Project GMP submitted was
Economist,Statewide Flood Management
Planningunder the City's budget and the project was
Program,CA.Reviewed alternative
completed on time and under the GMP,which
funding mechanisms that would be more
resulted in savings returned to the City.
economical for state residents to fund flood
prevention including a statewide flood insurance Assistant Program Manager,Thomas P.Smith
program.The statewide flood program would be Water Reclamation Facility(WRF)Upgrades
in place of the current FEMA administered CMAR,City of Tallahassee,FL.Primary liaison
National Flood Insurance Program(NFIP). between the City and CMAR firm,and assisted
Lead Economist,Central Valley Flood Protection with the GMP negotiations while the program
Plan.Managed and coordinated the sharing of manager was out on medical leave.
hydrologic and hydraulic data among parties Responsibilities included training the City staff in
evaluating the other economic benefits associated management of contracts,evaluation of payment
with the systemwide flood protection and flood applications,resolution of construction and
risk reduction.The other economic benefits contractual claims,coordinating and resolving
evaluated include:loss of service(power, issues between the City,the City's design
transportation,water/wastewater facilities), consultant,and the CMAR firm.
navigation,water supply,water quality,other
social effects,ecosystem,and recreation.
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NAMI&ROLE
EKATERINA FITOS,GISP,DATA COLLECTION/ RANDY HOUSTON,PE,DBIA,CONSTRUCTION
GIS MANAGEMENT
EDUCATION MBA,M.A.,Geography—GIS EDUCATION B.S.,Civil Engineering
B.S.,Environmental Science REGISTRATIONS PE:FL;General Contractor:FL;
REGISTRATIONS GIS Professional
DBIA Designation
QUALIFICATIONS TO SERVE THE CITY QUALIFICATIONS TO SERVE THE CITY
Ms.Fitos has strong technical experience in Mr.Houston has more than 42 years of
designing,collection of,and maintaining engineering and construction management
databases;knowledge of industry accepted data
formats and accuracy requirements;and experience,focusing on managing fast track,
knowledge of both raster and vector datasets for critical schedule,complex,urban area water and
environmental programs.
conducting geospatial assessments.
GIS Analyst,Ocean Outfall Legislation Program— Program Manager,Utility Capital Improvement
Projects(UCAP)Progressive Design-Build
Climate Change Resilience,Miami,FL Primary
Program,City of Tampa,FL.Ultimate
GIS Analyst in charge of developing the initial data responsibility for managing all tasks assigned
management plan,and support to staff to initiate
the Miami Ocean Outfall Legislation(OOL) under the UCAP Program.Tasks have included
Program. Support was provided to establish an design and construction of 22 progressive design-
build projects application through A build projects and 3 construction management at-
Online to collect field data,model validation of risk projects totaling more than$140 million.
water demand,data mining and data Services include design,permitting,agency
management.Additional GIS support provided for coordination,comm unication,analysis and design
of two pump stations and 212,000 linear feet of
the climate change resilience project in the form conveyance pipelines,roadways,tunnels,
of general data mining of and development of the m icrotunnels,structures,utility coordination and
underlying base digital elevation model(DEM). relocation design,railroad coordination,plan
GIS Analyst,Stormwater Canals Sediment preparation,public involvement,and route
Removal,Pinellas County,FL To provide flood studies.We returned savings to the City of Tampa
relief,CH2M was tasked to perform the natural of$3 million of UCAP construction project
resource evaluations at 16 stormwater canals and underruns and identified$2.5 million of
evaluate them for the presence of wetlands and construction cost savings in constructability
occurrence of listed species.CH2M prepared reviews and$540,000 in sustainability savings.
designs for 12 of the 16 projects.As the primary Deputy Program Manager/Technical Program
GIS analyst supporting the stormwater canals Manager,JEA TWMP Water Transmission Main
sediment removal project,she worked on Program,Jacksonville,FL Assisted the Program
providing data mining and geospatial analysis Manager in providing strategic direction to the
required for the permit process.Provided parcel Program Management Team.Served as liaison
information for areas adjacent to sediment between the program designers and construction
removal areas.
GIS Analyst,Professional Engineering Services for contractors and JEA management as necessary for
IY B g successful program delivery.He held
Northwest 5 Watershed Management Master responsibility for updating all program tools,
Plan Update,Hillsborough County,FL The determining and maintaining work processes that
project required working with existing datasets, feed into the program control system,
and running advanced GIS assessment.As the coordinating cash flow,payment,and auditing
principal GIS analyst and acting SDE activities,coordinating the financial plan with the
administrator,responsibilities include managing baseline cost loaded schedule,and administration
the SDE databases and versions generating the and accounting support As the Program Technical
databases,loading data,setting permission, Manager,he reviewed all technical aspects of
reconciling.and backup. piping engineering design,construction
installation and provides oversight of the
construction management and inspection
activities.
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NAME&ROLE • NAME&ROLE
RALPH MYERS,GC,COST ESTIMATING KATUS WATSON,PE,DESIGN-BUILD
EDUCATION Allstate Construction College- EDUCATION M.E.,Environmental
Florida Engineering,B.S.,Civil
Union Carpenter Engineering;Certificate in
Apprenticeship/Journeyman Construction Technology
Training REGISTRATIONS PE:FL;Designated Design-Build
REGISTRATIONS Certified General Contractor-FL Professional
QUALIFICATIONS TO SERVE THE CITY QUALIFICATIONS TO SERVE THE CITY
Ralph Myers has more than 30 years of Katus oversees all aspects of at-risk project
experience in managing delivery and estimating delivery,including traditional design-build,CMAR,
the construction of water and conveyance and progressive design-build projects.
systems.He specializes in hard bid and design- Senior Procurement Advisor,C.W.Bill Young
build management,estimate preparation, Regional Reservoir Renovation Design-Build,
budgeting,purchasing,planning,scheduling,and Tampa Bay Water,FL This project was developed
close out of construction projects. to support the design-build solicitation,
Lead Estimator/Assistant Project Manager, contracting,design,construction,and post-
Utility Capital Improvements(UCAP)Program, construction monitoring and maintenance by a
City of Tampa,FL.Responsible for developing design-build firm,for the Regional Reservoir
timely and accurate estimating and Guaranteed Renovation Project.With a storage capacity of
Maximum Price(GMP)contracting as well as more than 15 billion gallons,the reservoir is used
subcontractor bid packages and solicitation for to supplement other water sources to meet dry
this 5250-million,5+-year design-build contract to season demand when surface water withdrawals
resolve historical drainage,stormwater,and are limited or not available.
municipal pipeline problems for the City of Senior Procurement Advisor,Total Water
Tampa.The project consists of over 12 miles of Management Plan(TWMP)Design-Build,WA,
potable water transmission mains from the David Jacksonville,FL The program included 43,000
L Tippin Water Treatment Plant(WTP),as well as linear feet(LF)of potable water transmission
numerous other water force main,wastewater pipeline including six projects or segments of
force main,stormwater drainage,river large-diameter pipe.The 523.3 million design-
microtunelling and traffic signalization projects for build project(Segment 2)involved 7,800 LF of
the City of Tampa. pipe,including approximately 6,700 IF of 36-inch
Lead Estimator/PM Assistant,City of Sugar Land steel pipe under the St.Johns River.This pipe was
Surface Water Treatment Plant(SWTP),City of installed using HDD methods.
Sugarland,TX.Led estimating and GMP Principal-in-Charge/Senior Project Manager,
development as well as subcontractor selection Robindale WWTP Progressive Design-Build
and negotiations for this$68-million,12-million- Renovation and Expansion,Brownsville,TX_
gallons-per-day(mgd)construction of this SWTP Providing oversight of the QMP and assigning
project Project included construction of Reverse resource as necessary to deliver the project The
Osmosis(RO)Membrane facility,return flow general scope of the$31.9 million project includes
pump station,raw water pump station,and design,permitting,GMP development,and
earthen forebay storage. construction of the upgraded facility to increase
Lead Estimator,JEA Utility Service,JEA Total capacity to 14.5 mgd.
Water Management Plan(TWMP)Design-Build, Project Manager/QC/Onsite Construction
Jacksonville,FL Led estimating effort and assisted Manager,Reverse Osmosis(RO)Water
the Owner with review of the progressive Treatment Plant(WTP),Raw Water Wells,and
estimates and G MP for the river crossing segment Deep Injection Wells Design-Build,Bonita Springs
as well as established baseline budgets for Utilities,FL Responsible for delivering a quality
traditional Design-Bid-Build projects.The program project and provided oversight of all aspects of the
included 43,000 linear feet(LF)of potable water design and construction of this design-build
transmission pipeline including six projects or project using a cost-plus GMP contract including
segments of large diameter pipe. engineering,procurement,and at-risk
construction management.
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•
NA(4tE8i ROLE _......._. . __.. _. ,.___....:
ALFRED LURIGADOS,PE,ROADWAY NANCY HOUSTON,RAIL TRANSPORTATION
TRANSPORTATION
EDUCATION Master of City Planning;B.S.,
EDUCATION B.S.,Civil Engineering Housing;Minor-Urban and
REGISTRATIONS PE:FL Regional Planning
REGISTRATIONS N/A
QUALIFICATIONS TO SERVE THE CITY
QUALIFICATIONS TO SERVE THE CITY
Mr.Lurigados has over 20 years of experience with
substantial Involvement in managing all disciplines Ms.Houston has 19 years of professional
of projects from planning,PD&E,design,design- experience in local and state government,and
build,construction and maintenance of more than 17 years of experience working for
transportation government clients,focusing on policy and
MDX Owner's Representative to FDOT District 6, technical issues in planning and transportation
SR 826/SR 836 Interchange Project,Miami,FL Project Manager,General Planning Consultant
Activities included plans reviews,typical sections Contract;South Florida Regional Transportation
package approvals,joint participation agreement Authority(SFRTA);Pompano Beach,FL Provides
negotiations and project delivery.Worked on the planning support on a task order basis.Tasks to
MDX funding component and all aspects of project date have included on-call services,locomotive
delivery through FDOT.Attended bi-weekly procurement and engineering support,mobile
progress meetings,performed plans reviews,and ticketing a Near-Term Rail Fleet Strategy and
also served as the MDX owner's representative for preparation of a Limited English Proficiency report
the project. to meet FTA requirements.
Director of Engineering,SR 836 to SR 112 Project Manager,Tri-Rail Downtown Miami Unk
Interconnector Corridor Re-evaluation Study, Environmental Technical Analysis,Pompano
Miami,FL Due to funding constraints,MDX Beach,FL.Project to prepare an Environmental
initiated a complete re-evaluation on the Technical Analysis to support development of a
Interconnector project need.Worked closely with new 9-mile commuter rail service extension to
the MDX GEC Project Manager to identify all SFRTA's existing Tri-Rail mainline system.
interim projects that could be implemented to Senior Planner;South Florida East Coast Transit
serve as longer term fixes. Analysis Study Corridor Study(now Tri-Rail
Director of Engineering,Central Boulevard from Coastal Link);FDOT;Southeast FL Led
east of LeJeune Road to Miami International development of a Pre-Project Development Report
Airport,Miami,FL Worked from project final (formerly an Alternatives Analysis[AA]under FTA
design into a design-build implementation which requirements)for providing commuter rail service
included an RFP strategy with limited funding, on the FEC Railway.She assisted in development
detailed MIA coordination for maintenance of of the scope of work for a NEPA consultant
traffic,construction staging and bi-weekly progress oversaw the start of that consultant's work on the
meetings. corridor.She led development of a 2013 TIGER
Transportation Leader and Project Manager, grant for three rail connections between the CSXT
American Dream Mall Miami,Turnpike/I-75/NW and FEC rail corridors and the$13.75 million grant
170th Street Interchange,Miami,FL Managed all was awarded to FDOT.Assisted with the
limited access aspects of the proposed American development of the Categorical Exclusions for the
Dream Miami mall project.Activities include Federal Railroad Administration(FRA)for the rail
coordination of all traffic,planning studies and connections to comply with the TIGER grant.
team coordination for traffic. Project Manager,SunRail Engineering and
Project Director,Comprehensive Development Administration Contract;Florida Department of
Master Plan(CDMP)Amendment,Ludlam Trail Transportation District Five;Deland,FL.Provides
Redevelopment Project,Florida East Coast administrative,planning,engineering and
Industries,Miami,FL.Managing over$1.5 million operations and maintenance oversight for the 31-
in budget and project consultants.Worked to mile SunRail commuter rail system in Central
secure State funding through multiple years of Florida.The team also provides support for
appropriation,public involvement,stakeholder planned extensions to the initial operating
coordination and led all aspects of the project. segment including meeting FTA requirements.
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%1:
Tab 3 54j1
Approach and Methodology
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TAB 3 APPROACH AND METHODOLOGY
CH2M has proven success in all aspects of Business Case Analysis; our
expertise brings best-in-class solutions to benefit the City
Project Background and Anticipated work assignments,focused on the
economics of the value of risk reduction investments
Understanding to address flooding and sea level rise,will consist of
two specific categories as further described below.
" . Fu g 1. Pilot Projects:(completed City project or
_sly! sample neighborhood project)
Iti � — Analysis of 5-year design storm in
1 _ combination with 2060 SE Florida
_=__ id' r'J _ Compact sea level rise scenarios
T — Examines economic risk from two
/~ perspectives,1)without any
W ' • -4'• —� infrastructure improvements and 2)with
the current stormwater intervention
lirr• —
Analyze how action and inaction would
affect the City's property tax base,flood
CH2M understands that the City is looking for a insurance,real estate market,financial
comprehensive and robust decision support mortgage cycles and credit ratings.
framework and tool to support previous capital 2. Ongoing Activities:(expanded project or
investment and continued capital investment program level)
decision making for the stormwater/flood mitigation
program and resilience related projects to reduce — Analysis of additional risk and additional
flood risk in Miami Beach. The decision-making adaptation investments at project or
process and tool should incorporate a broad range of program level.
metrics that encompass Economic,Environmental — Either expand on the pilot project area
and Social implications based on an engineering and or a new project
science focused approach that factors in short,mid
— Innovative decision-making support
and long-term economic impacts to the City,
tools to facilitate engineering and
including potential impacts to real estate markets, science-based solutions
property values,insurance costs,and financing
alternatives as part of the business case analysis. — Tool should compare the triple bottom
line value(economic,environmental,
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social)over time(life cycle)to the City of flood risk reduction investment and to support
Miami Beach In the short term(5 years), communication of the investment's wide-reaching
mid-term(10-20 years)and long term(30+ value to City leadership and the broader community.
years). In addition,the tool will illustrate(in economic
Support City analysis of how inaction and terms)the best-case and worst-case scenarios to
action would affect the City's property tax frame the bookends of potential outcomes of key
base,flood insurance,real estate market, investment decisions,to garner further support for
financial mortgage cycles and credit ratings. continued appropriate capital investment in flood
risk reduction strategies.
Both assignments will analyze the complex
relationships between the existing and proposed risk Approach & Methodology
reduction investments and private property tax
base,flood insurance and mapping,affordability of To enhance the success and transparency of a capital
real estate,land use issues,alternative financing and investment program,it is important to incorporate
other factors affected by investment in flood risk both an economic and risk-based analysis that
reduction in the City of Miami Beach. This dynamic utilizes a comprehensive understanding of climate
relationship between risk reduction strategies and scenarios with real world engineering expertise into
local economics will be evaluated using a business the decision-making process.In addition,the
case analysis to understand the value of each progressive adoption of adaptation measures must
investment and to inform the decision support be accompanied by greater consideration of the full
metrics used to prioritize and Justify continued costs and benefits of alternative courses of action.
investment In risk reduction strategies. Economic analysis for infrastructure adaptation is
Each risk reduction strategy will be analyzed using a not only a question of costs of financial return of
comparative analysis between the cost of inaction climate-proofing or risk reduction projects,but can
(in terms of dollars)and the extent(also in terms of also provide valuable information for decision-
dollars)to which this risk will likely be reduced or makers and stakeholders by:
mitigated over the short,mid and long-term • Bringing clarity on tradeoffs associated with
planning horizons,as a result of the identified choices of development paths and indicate the
infrastructure investment net value of different options under possible
The work will culminate in an evidence-based tool to futures
analyze and prioritize the city's existing and future • Highlighting the value of future benefits,which
can enhance consideration of sustainable
u �yat..JO(,c principles
��' "ii �s • Strengthening the capacity of the community to
� �y envision and strategically plan for uncertainty in
a way that identifies robust solutions
BUSINESS rACIIIEV NT; • Presenting a structured approach to planning,
AWARDAWARDWINpz design,and implementation by enabling the
11 pl(1 comparison of tradeoffs between wait-and-see
P4 and immediate actions.
��.
4yj ,-xv= For both the pilot and expanded project,the
' NfSfIA'lV L.
following activities are anticipated as part of the
0-12A4 was awarded the 2015 Business Business Case Analysis of the City's stormwater/
flood mitigation and related flood risk reduction
Achievement Award for our work developing
climate risk assessments and design activities and investment.While the specific details
of a project assignment would dictate the actual
guidelines for the Water and Sewer District. approach employed,we anticipate many of the
Miami, FL,Ocean Outfall Legislation Faclfty items below will be relevant to this endeavor of
Hardening project. quantifying the value offered by the current and
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RFQ-2017-300-KB Page 138
future flood risk reduction efforts in the City. In • Environmental concerns:County&State
addition,this approach will also provide a clear mandates
process and risk-based decision support tools with
• Property owner concerns,complaints,and
related economic,environmental,and social metrics impact summaries
that will guide future risk reduction investment.
• Flood Insurance claims,repetitive loss data,and
We have organized this section to property value information
include an overview of typical activities • Flood mitigation program budget,expenditures,
that are built in to our projects, followed financing,SRF loan and repayment terms,bonds,
by specific approaches relevant to the storm water utility fee info,and related financial
information
City's proposed scope of work.
• Climate data,historical event logs,and related
Kick-off Meeting flood impact information
An in-person kick-off meeting with the City is a key • Information regarding existing and ongoing
first step in fine tuning the approach,schedule,team resilience-related activities,tools,adopted
members,stakeholder identification and outreach
policies and guidelines,including vulnerability
process,and project objectives.This meeting should assessments and mitigation and adaptation
be attended by key City departments and public strategy recommendations,related to City and
works staff to identify synergies between ongoing County efforts and Rockefeller I00RC Strategy&
and planned City initiatives and capital projects,and Plan Development and Southeast Florida
to acknowledge potential data gaps.This meeting Regional Climate Compact Action Plans(RCAP)
will set the tone far the project,including key points
of City interaction,input and review,and project • Asset management data including GIS,software
deliverables,to ensure an inclusive and collaborative used,monitoring process,and evaluation
approach and understand the full value offered by metrics
the current City capital investment and to enhance • National Flood Insurance Program(NFIP)
the path forward to further flood risk reduction and Community Rating System(CRS)status,and
continued economic growth. audit summary
Data Collection • Operational records,including system
Data collection is a critical step in understanding the maintenance,cleaning debris removal,check
current issues,system strengths,and opportunities values,pump stations,vortex units and baffle
that will form the basis for the business case and risk boxes,temporary pumping and tiger dam
analysis and the development of alternative risk deployment,and other emergency methods
reduction and adaptation strategies.The data to be used to mitigate tidal and extreme rainfall
collected will vary upon specific assignment(s)and flooding
may include the following information where • Flood-related codes and policies and update
available and as determined necessary: process and frequency
• Site visits to flood mitigation capital • Public and private sea wall inventory,condition
improvements assessment and elevations
• CIP and planned flood mitigation/stormwater Existing Conditions Assessment& Data
capital improvements,schedule,and costs Evaluation
• Current CIP project review process and capital CH2M will review all studies,reports,memos,data
decision making framework&methodology and related information obtained during project
• Existing flood mitigation program design criteria, kickoff and data collection tasks,including previous
including tailwater conditions and minimum climate science memos,hazard scenario analysis,
design standards,successes and failures,system impact and vulnerability assessments,asset
performance data,and Levels of Service(LOS) condition assessments,stormwater management
and flood mitigation programs,related studies and
3-3
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ongoing efforts.Through an understanding of the • Use of mobile technology along with ESRI ArcGIS
current stormwater and flood mitigation Online software in the field has replaced existing
program/system strengths and weaknesses,a clear paper-based inspection protocols,resulting in
understanding of flood-related risk and higher quality,more timely data,increasing
opportunities will be developed. productivity and lowering costs—overall
A list of information and data collected and reviewed inspection process production rates increased by
will be summarized in a technical memo along,with 65 percent
a brief summary of system strengths,weaknesses, • Evaluation of the impact of climate change on
opportunities,and threats in terms of flood risk.This the selected design storm and sea level rise on
will inform the development of the Problem groundwater infiltration and stormwater
Statement and serve as the framework for the Risk management,resulting in higher confidence in
analysis modeling. the flows that will be used to design the projects
CH2M has worked with other governmental entities • CH2M's flow analysis tool validates Miami-
in Southeast Florida,including Miami Dade County Dade's hydraulic model based on spatially varied
Water and Sewer Department(WASD)to manage rainfall and the projection of flows,producing
large data sets for asset management and decision more refined flow estimates and greater
support,including the creation of data flow diagrams confidence in the model.
to help the team members finalize their capital
investment plans. Ideally,the goal is to leverage Collaboration with City Staff and
existing source systems for data collection,quality Stakeholder Engagement
control,and storage,while extracting only the data A flood risk reduction program is most successful
needed for the program's analytic and reporting when it is founded on the collaboration and
needs.The data flow diagrams are reviewed by all contribution of the existing City staff and their
the team members so everyone understands how ownership of the process.Chartering(as well as re-
information will be integrated during and after the chartering),interactive and cross-functional
project. workgroups,visits to other sites/programs,third-
In addition to data process flow charts,CH2M has party educational programs,and celebrating
experience creating system architecture to map key successes are ways in which CH2M will develop,
Investment pathways for capital decision making. establish,and maintain a collaborative culture for
With the system diagrams,CH2M staff also the City's Storm water Resiliency project
inventories and analyzes available data,data gaps, Throughout the projects,we will work with the City
historic data trends,data collection and using a"train-the-trainer approach that focuses on
management,and QC standards. educating and training City staff members so that
Key data systems include: they can develop the expertise necessary to take on
a bigger involvement in the program rollout,thereby
• Mapping:ArcGIS increasing the likelihood of the program being
• Document and Cost Management:Proliance/
sustainable.
SharePoint Stakeholder and public engagement is an
• Maintenance Management:Information increasingly important component of successful
EAMS public infrastructure and investment programs,
especially with the need for transparency and the
• Financial Systems:PeopleSoft increasing percentage of public spending on big
• Customer Information System:Oracle CC&B capital infrastructure projects.
• H&H Modeling At key points throughout the project,stakeholder
engagement meetings will be held to support the
Examples of the innovation we have brought to this City's transparency initiatives and to garner support
program include: from stakeholders and the public for continued and
future infrastructure investment in the stormwater
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resiliency program. In addition to traditional that are either on the funding"bubble"or that
meetings,the campaign will look to engage appear to have a large impact on the overall Capital
residents,business owners,and stakeholders Improvement Program(CIP). The performance of
through a variety of means including online message BCEs at this point will help to identify potential
boards,surveys,and open house meetings. This adjustments to the CIP prioritization,especially non-
inclusive process has proven successful on other financial aspects,as well as serve as a foundation for
similar large-scale projects,which strives to the City to independently perform their own BCEs on
promote awareness and education of the program other projects that are deemed to have an impact on
benefits. the OP.
The following sections highlight CH2M's The foundation for any BCE is based on life cycle
Parameters,including both financial and non-
established methodologies specifically
financial factors.BCE assessments ensure that all
relevant to the City's potential needs for appropriate costs and benefits are considered in the
the Stormwater Resiliency Program. decision-making process.It means that better
informed decisions can be made to meet the
BUSINESS CASE EVALUATION strategic goals.A formal stormwater utility-wide BCE
(ANALYSIS) program also provides a consistent and rigorous
approach to the review and approval of projects,and
A Business Case Evaluation(BCE),also referred to as for making CIP and O&M decisions.The following
a Business Case Analysis,is a decision support tool tasks will be completed to develop a formal BCE
for evaluating project alternatives and desired program,documented in a Standard Operating
outcomes.This is especially important when making Procedure(SOP),and piloted through the application
decisions on whether to renew or replace major of the process on identified projects.
assets or systems,and in many cases which assets to
renew or replace within a given project. The BCE 4.1-BCE Program Framework
provides a strong basis for turning assets into Development
projects,especially when budget limitations are a
primary consideration and/or when making practical A series of facilitated workshops will be conducted
decisions about the optimal solution to an identified to develop a formal BCE program.All aspects of the
problem. program(work flow,BCE criteria,etc.)developed
One of the primary objectives of this task for the with the City's staff will be documented within an
City's project is to achieve data driven,objective, SOP to be developed as part of this task.
decision making,with the ability to understand
trade-offs between projects and project alternatives. 4.2-Pilot BCE Completed with Client
The BCE process will add significant value to the Staff
City's decision-making process regarding flood risk
reduction projects to fund,order of implementation, CH2M will work with the City's staff to pilot the
and changes to O&M strategies. formal BCE program through the application of the
process on a number of identified projects.The
Typically,a BCE considers at least four primary result of the Pilot BCE will be documented in a
scenarios:status quo(maintenance and renewal); Technical Memorandum(TM).
replace all(all capital project);and at least two
combinations of renewal or replacement of differing
assets within the project as a whole. Both financial 4.3-BCE Workflows and Standard
and non-financial considerations are incorporated Operating Procedures
into the assessment.
CH2M will develop two to three workflow charts and
CH2M will conduct training and then work to lead a SOP to use for the implementation of the formal
City staff through a number of representative BCE program.
projects.We plan to perform the BCEs on projects
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Deliverables:
Workshop 1: Background on BCEs
1011.1111111111111k,j
• What is a BCE? , N
• What is the value of a BCE?
• Previous City staff experience with BCEs REAL WORLD EXAMPLES THAT CH2M's PROVEN
• Basics to making a business case BCE PROCESS YIELDS BENEFITS FOR OUR CLIENTS!
• Making high quality decisions
• Selecting BCE pilot projects Columbus Department of Public Utilities(DPU)
has realized more than$50 million in savings by
Workshop 2: Building a Business Case—Part 1 using the BCE process to:
• Clarify the need/opportunity • Cancel or defer certain previously planned
o Problem definition investments after thorough BCE review.
• Build a cross-functional team • Encourage staff creativity and ingenuity to
• Consider the options identify new,and more cost-effective
• Work session for BCE pilot projects solutions to address system needs.
Workshop 3: Building a Business Case—Part 2 Seattle Public Utilities(SPU)adopted a BCE
• Crunch the numbers process in which BCEs are required for all capital
o Financial vs. Non-financial considerations projects above a threshold cost(Initially
o Review of financial evaluation models to use $250,000).Benefits from the process include:
for the BCE program $24 million savings from applying the BCE process
to just six early,high profile projects.
• Account for risks
• Work session for BCE pilot projects Two Fortune 100 Oil and Gas Companies
reduced future liabilities by revising current
Workshop 4: BCE Business Process business case processes to incorporate
Development environmental and social factors using scenario
• What is needed for an effective BCE Program? planning and decision analysis techniques.
• BCE team roles and responsibilities Sewer and Water Board of New Orleans
• BCE workflows (SWBNO)used a BCE process to select among
• BCE documentation thousands of competing options for addressing
• Initiate the process to define the City's BCE hazard mitigation as part of a power plant retrofit
business process project CH2M helped address FEMA requirement
for alternative evaluation,helping support
Workshop 5: Finalize BCE Business Process and eligibility for nearly$200M in FEMA funding.
BCE Presentation
Workshop 6: Review BCE Pilot Projects as a
• Capital plan
Team
• BCE Program SOP • Development services
• Compilation of BCE task activities TM,including • Asset management program
pilot BCE results • Operations
Several inputs are identified which may be sources • Board members or Senior Management
that initiate a BCE.These inputs,as well as additional
potential input,include: • Stakeholder,public,or community need
• Master planning • Business efficiency improvements
• Capacity management program • Environmental stewardship
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Final Recommendations and Report ECONOMIC ANALYSIS&
All performed tasks will be documented in either a AFFORDABILITY
TM or summary report for review and comment by
City project team and key stakeholders,where CH2M's approach proposes to broadly assess the
appropriate. Open communication and economic impact of certain infrastructure losses and
transparency with the City project team for all scenarios to better plan for and prioritize mitigation
activities is anticipated to ensure a clear and adaptation investments.Primary benefits can be
understanding of task approach,metrics,findings defined in terms of the cost of"doing nothing'or
and recommendations at every key point in the avoided costs(Exhibit 3-1). Besides built and natural
selected taskis). At a minimum,the documentation infrastructure and other physical losses,significant
prepared for the BCE review,will include: avoided costs can include fatalities,injuries,business
interruptions,relocating households,emergency
• Evaluation methodology,metrics,and process response,and damages to ecosystems,such as
for clarity beaches and mangroves,which provide additional
• Application of tools including assumptions and valuable benefits to the economy(e.g.,support
purpose tourism and fisheries production)and to the public
• Evaluation of existing infrastructure activities, (e.g.,recreation opportunities).Mitigation and
plans,and related guides and policies coastal resilience measures can positively or
negatively impact beneficial land uses and water
• Problem statement describing the previous, resources.
ongoing,and potential future impacts and
unintended consequences from risk reduction ,a,.,,, DoNathme rcww.o w
n-theProCo arv. `'mina"'"""'
efforts �eyacanenc cert Meww Mees wwiire20r
Electrical Med 55,510,000 Fk,t*,il 51.550.000 $1.000.[00
• Strengths,Weaknesses,Opportunities,and -*relator
1 ettreg 1D.stOAOo Hu SW.700 SWUM
Threats I?WM,St"max
Lleasa• Adaptation/mitigation strategy business case --S.11921330x~"allo� �
analysis,including cost benefit,life cycle Masan }100,1111 '404..e.rs 1_0Qd00 5'.*
analysis,environmental,and social implications [Valve Molts s5o.0130 FemPemet MAC. $come
• Action oriented and phased implementation ![.w.sa 547.290.000 Roodwail S7.544000. yas1000o
guidance plan EXHIBIT 3-1 Results of an economic analysis and
• Continual monitoring and revision as conditions affordability study for the Broad Creek Wastewater
evolve Pumping Station Augmentation Project
• Reevaluation and update of schedule as goals This task will be performed in conjunction with the
and objectives evolve. BCE to quantify the financial considerations as well
Final report contents will be determined with input as the economic costs and benefits of flood risk
from the City project team.This report will provide reduction infrastructure and related resilience
clarity to City leaders and department heads building investments.This task includes preparation
regarding the next steps to enhance the current of estimates of probable construction costs for
storm water and flood mitigation program as well as mitigation and adaptation strategies,including the
other flood risk reduction strategies to maximize the life cycle cost analysis.The economic benefit side of
value of every dollar invested in the City through the equation primarily involves avoiding the costs
capturing multiple co-benefits and through incurred from failing to take action. For ease of
alignment with other ongoing City initiatives. decision-making,the costs and benefits are
quantified in dollars within the benefit-costs analysis
In addition to documentation listed above,CH2M framework,where the alternatives can be ranked in
can develop and/or deliver to the City BCE decision terms of net present value to identify the most
support tools and associated methodologies for City efficient choice. This is an important component of
staff use,as needed and to be agreed upon. the BCE,but it is recognized that not all of the
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RFQ-2017-300-KB Page 143
economic benefits and costs can be quantified in We've done this before.We'll apply
dollars and there are other factors that are
wiat we've learned to Miami Beach
important to the decision,such as ease of financing,
affordability and who bears the costs,and the ' °' d k
implementation effcrts T l
qualitative characterization of the economic benefits •UStormwater Util[esare up
and costs that were not monetized.Recent events and running-start to Mich I;
� y
have shown that business losses can extend beyond implementation •
the inundation area and continue long after the ,
flood waters recede due to disruptions in i ,
water/sewer service,sustained power outages,and .—,r
bottlenecks in transportation networks. •.1+ r`'r .•••••••••
The cost-benefit analysis provides the framework,as
well as the theoretical guidance,for using tools and (BMPs)throughout the County had been neglected.
methods to identify and compare alternatives based Several years after the stormwater fee program had
on economic efficiency,supporting sound decisions. been implemented,CH2M helped the County
The economic model will define climate scenarios to expand the scope of the fee program to support
bracket the range of potential damage scenarios, debt service requirements for a$250M capital
which are corn pared to the cost of adaptive program that was identified to satisfy both
measures. compliance and locally identified capital program
CH2M's Financial team will work closely with City needs.
staff and designated key stakeholders during the Because of CH2M's ,..,4-.
data collection,assumption development,and recognized leadership in I
model setup to ensure buy-in and consistency across
the stormwater funding
all model runs,based on economic nuances arena,team members, - 1
throughout the City. Mike Matichich and
Industry Leadership: Stormwater User Laurens van der Tak were
selected by the Water :;.--
Fees Programs and Affordability Environment Federation `
Programs to serve as co-chairs for / -Fee-Funded c;s^
the author team to St_aiinwater.Pj ay dins;
The City of Miami Beach faces considerable revenue update User Fee Funded
requirements to implement the capital investments �'wef^'i
Storm water Programs.
that will emerge from the business case analysis for Released by WEF in 2014,this document serves as
its stormwater resiliency program. One potential the primary industry guidance document in how to
source to fund a portion of these needs is increases develop and adjust storm water fee programs to
or revisions to the structure of the City's current meet the emerging needs of stormwater systems.
stormwater fee program. Insights gained in the development of this guidance
CH2M is well positioned to help the City consider document,including lessons learned in a dozen case
such revisions to its current fee structure,having studies profiled in the book,will be deployed to help
helped many other communities establish and refine the City consider refinements to its fee program that
storm water fee programs.Our industry experts, may be considered,such as refinements to the fee
including several of those proposed for the City's structure and credit programs to help address the
project,are adept at defining best practices for revenue requirements of the Miami Beach
stormwater funding programs. For example,we Storm water Resiliency Program.
helped Montgomery County,Maryland to initially In addition,CH2M is well positioned to help the City
implement an impervious area based fee program consider the use of bill discounts and other forms of
that initially was focused on addressing the customer assistance programs to aid low-income
operational needs of the County's program,where residential customers whose bills may be pushed
operation of stormwater best management practices above affordability thresholds as stormwater fees,
3-3
REQ-2017-300-KB Page 144
taxes,and charges increase as a result of
implementation of the stormwater resiliency —M
program.CH2M is at the forefront of industry d,,F,,
leadership in this arena.We have helped utilities CEA Cf, i
such as the Cleveland Division of Water to Carlon)
implement bill discount and other affordability (WMFW topamr
programs for low-income customers.In addition, `"'F�
one of our financial leaders serves as the chair of the
Affordability subcommittee of AWWA's Rates&
ca.rrr„e 41E, w;•eeniae
Charges Committee and served as the lead author
for the update to the Low-Income Affordability
Programs chapter for the 7th edition of Principles of EXHIBIT 3-3 Strategy table aids in combining funding
Water Rates,Fees,and Charges,which was released
by the American Water Works Association in 2017. options into coherent strategies for evaluation.
This chapter profiles the current range of customer funding program.Examples of objectives that might
assistance programs used by stormwater,water,and be included are:
wastewaterutilities to provide assistance to low-
income residential customers. • Revenue-generating capability of the funding
method
INNOVATIVE FUNDING AND • Implementation difficulty and cost
FINANCE STRATEGIES • Political acceptability(e.g.,willingness to
consider private delivery and finance options)
Given the considerable resiliency challenges faced by • Reliability of the funding over time
the City's storm water system,the business case is
• Equity to current property holders who pay
likely to identify significant capital investments
needed to reduce risks posed by the current system. stormwater user fees
•
We are prepared to help the City identify and • Impact on the City's financial strength and credit
implement a funding strategy to address any funding rating
gaps that emerge through the planning process. We
have found that using a systematic process,such as Step 2:Identify Potential Funding
illustrated in Exhibit 3-2,improves the efficiency of Strategies and Options
the financial planning process and increases the The objective of this step is to identify funding
alignment of the financial strategy with agency and sources and strategies for the various elements of
stakeholder goals. CH2M's 4-Step process is the stormwater resiliency program,and how they
highlighted below. could be combined into funding strategies that
provide full funding for the identified program costs.
Exhibit 3-3 illustrates a high-level example of how a
W' ',01111K-10 AMIN. i strategy table can map relevant funding sources for
4 Stps to id.ntifjlng and Evaluating Funding Options the components of the resiliency program.As part of
wrw•d k+••9 "••- this process,we will work closely with the City to
( Gemming
.ems Caperilin identify funding sources that align with the goals for
Corpse
r the funding program identified in Step 1. This will
---" include discussions with your staff to assess the pros
EXHIBIT 3-2 Four-Step Funding Process and cons,given the unique needs of the stormwater
resiliency program,of an expanded array of
Step 1 Establish Funding Goals financing/funding options that could include:
A key first step in the development of a funding • Seeking State grants,other Federal resources,
strategy is to work closely with the City to identify Foundation grants,and other philanthropic
and prioritize the goals and objectives for the resources to supplement the current user fees
3-3
RFQ-2017-300-KB Page 145
and other sources of funding for the City's Meppmg 45+fund r g.doco^saga nst target
stormwater program Ases'5 telping the Cita of Cetroit!Cent.^y a
•
Evaluating opportunities to deploy traditional nanu^g strategy far ope^space
municipal funding/financing sources,such as __
increase to taxes,fees,and municipal borrowing
• Exploring opportunities to deploy private capital •
through the expanding forms of collaborative
delivery and finance,ranging from more typical I 1
lir
forms of design-build-operate-finance(DBOF)
_
solutions to emerging forms of pay for
performance models,in which the private —_ (_-=—
compensation is tied to technology and delivery
performance metrics — -- —
CH2M's financial services government affairs teams
routinely track and help clients explore the EXHIBIT 3-5 Case Study illustrating mapping of
expanding array of government and private funding funding options
sources. This includes our subscription to services models to deploy private capital or create other
such as Grantfinder,which we use to identify innovations in finance and fees to address the
targeted programs that may provide funding to funding needs for the program.
support programs of interest to our clients from
Federal,State and Foundation sources. As an example of our work in identifying and
evaluating creative funding options tailored to
In addition,CH2M has developed a number of key specific planned uses,CH2M partnered with NRDC
partnerships that can be tapped into to identify and the Center for Community Progress to identify
innovative technical and funding solutions for and evaluate the appropriateness of more than 45
programs in the resilience/green infrastructure funding and financing mechanisms,ranging from
space.Exhibit 3-4 identifies a few of our most traditional municipal finance to emerging forms of
relevant partnerships that could be explored P3s,to provide funding for 8 priority uses of open
regarding ability to provide funding for the space that were identified as part of Detroit Open
storm water resiliency program.As appropriate, City's planning for a sustainable future for the City of
CH2M will use our teaming partnership with these Detroit,Michigan. Exhibit 3-5 illustrates a portion of
organizations and others to help identify and the resulting evaluation of funding options. The
evaluate the applicability of emerging innovative process and products of this effort are described in
more detail in an article in the Smart Cities Council
Partnersnlps help expand the array of'unding and Newsletter at the following link:
financing options http://sm a rtcitiescouncil.com/article/how-
•me NB.*Cord..-ven.r Dedicated to the
collaborative-funding-builds-new-economic-
TkNature cate(wrdlneand mteneythe oat,. opportunities-detroit
Con er.ann Noe, wamnN,s a Me ILS,fie Nature
C-omerreacv a a Potentia extra.'addnra.ne
lunN•.needs.or rh•m•rl•m•ntFry Step 3: Identify Revenue-Generating
-40 14,4411 Sed.b an Imestreenteanb^{`trn,•JCSIsa" wnichCN2Mwor4Jose,VW3na4,441, Capabilities of Identified Funding
a-nhastnzt dm/Natal VSs.
•Inewraee Capital,.an Asset Manemnenl Strategies
Mn.anth access to or**'Srodv Maes,
r•c)s ror=e.twra ane oder.m.ston.dm
Ceptal arncalar focus naswvee.green The CH2M team will develop a financial planning
.Mranuafs...[NM's p.nnenn:p«t,
GREENPES Encourage,caned Coma Path Pontrn model that can be used to test the revenue-
r.dnes cte at=e=wets to deploy en:ven
:we to attomptea oublk a0lectnet generating capability of the priority funding
strategies identified in Step 2.The model will build
EXHIBIT 3-4 Partnerships expand the array of upon our experience in developing financial planning
funding and financing options tools for other municipal clients and,working in
3-10
RFQ-2017-300-KB Page 146
close cooperation with the City's staff,will be assessments to
customized to address the specific financing and develop resilience 1-0 z-D
funding strategies identified as most promising for measures such as Atte tootlrK
the City's project. future development shoreline ! blond
The model will be structured so that its outputs and zoning policies, 30 4-Dset-back-lines,and
enable efficient discussion of options,such as Going integrated
phasing for elements of the resiliency program and protection and Green! Delivery
the impact of deploying the range of relevant
hardening of key
funding and financing options identified in Step 2. infrastructure.
Incorporating Natural Infrastructure-compares the
Step 4: Develop Recommended Funding effectiveness and costs/benefits of a range of
Strategy natural and hard engineering solutions under future
Based on the results of the scenario development climate scenarios,as demonstrated in our Urban
and modeling efforts,we will work closely with the Coastal Resilience project at Howard Beach,New
City to identify a recommended strategy to fully fund York City.
the resiliency program. As appropriate,we will be Integrated Resilience Programs-integrates delivery
prepared to work with the City and our funding/ of flood risk management at water's edge and in
financing partners to help implement the selected storage areas,asset resilience,habitat restoration,
strategy The funding strategy will include: project prioritization,and partnership funding
strategy.For the Thames River Project in London,
• Assessment of the relative importance of the CH2M also included a coherent sequence of risk
objectives for the City's financial program
management responses implemented over time in
• Assessment of the appropriateness of financing response to changes in risk.
and funding mechanisms considered to address
the City's financial program Throughout the project,we will work with a variety
of land use and zoning firms based in Miami-Dade
• Customized financial model that incorporates County and with the City's attorney to determine the
the financing mechanisms and financing and best firm needed for the specific task,ensuring no
other assumptions identified during the .conflicts with ongoing city efforts.
development of the financial strategy
• Documentation of the strategies considered
RISK-BASED ANALYSIS
during the development of the recommended
strategy and the reasons for selection CH2M will use a risk-based approach to monetize
the risk of infrastructure to existing and future flood
LAND USE PLANNING AND POLICY hazards.Risk is a fundamental concept.The
international risk standard,ISO 31000,identifies
To evaluate the impact of flooding and the influence seven corn ponents within a risk framework:
of planned adaptation strategies on existing land establishment of the context;risk identification;risk
uses,CH2M will incorporate a full range of options analysis;risk evaluation;risk treatment;monitoring
using a multi-dimensional approach: and review;and communication and coordination.
At the Shoreline—evaluates structural and non- For example,the classic equation that expresses risk
structural solutions.For example,the Coastal as the product of the consequence and likelihood of
Change Management Area Guidance,winner of the failure is one of 24 ways to analyze and express risk.
2014 Consulting and Engineering Award in the Risk expressed as the product of the consequence
Climate Change Adaptation and Resilience category, and likelihood of failure is the common standard.
established 20-30-and 50-year risk zones to guide The CH2M team commonly uses this definition,
future land use policies. especially for prioritization on projects.We can also
Looking Inland—incorporates spatial analysis provide more advanced techniques as circumstances
informed by climate change analysis and risk or complexities require.
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RFQ-2017-300-KB Page 147
CH2M also has specialized tools and approaches for methodology provides the most value in the least
addressing high-consequence/low-probability time,by using available information and data,along
events,or rare events.which require special with the knowledge and experience of stormwater
treatment in terms of technical evaluation and utility staff,to monetize the risk of infrastructure
communications.Such events include natural failure to avoid adaptation costs.
disasters,chemical spills,safety issues resulting in
severe injuries,financial market attacks,major Industry Leaders Who Developed Many
media events,the loss of a key employee,terrorism, Industry Standards and Tools
or workplace violence. Members of the leadership team that we have
Our team will develop a risk framework for asset proposed for the City's project are well known in the
prioritization,quantifying risk and criticality, industry.These experts have participated in the
calculating the consequence of failure(COF)and development of international standards used today
likelihood of failure(LOF).We will consider asset and have authored many industry guidance
criticality to incorporate COF and,in combining this documents.CH2M will bring our breadth of
with asset LOF,the system establishes a total risk resources and in-house knowledge to create a
score for each asset.Because condition and customized approach for the City that is based on
performance of an asset are key factors in industry best practices while also meeting your
determining the LOF,the condition criteria and specific needs.
guidance on the treatment performance criteria will
be input to the likelihood matrix.
Our risk-based approach offers the following: We`Wrote the Book
Global experts from CH2M were pnmary
• Practical Strategic Plan and Implementation authors cr major contributors to ALL the
Framework That Saves You Time and Money industry-leading publ:catons shown here.
• Sound Financial Approach While Balancing Risk V---�
• Industry Leaders Who Developed Many Industry
s s-A N.BLE t.".=.7
Standards and Tools
Practical Strategic Plan and
Implementation Framework Saving lime _
and Money
Our approach is grounded on providing scalable and 1
phased solutions that are best fit to your storm water +- "
utility and scope of operations.Our approach is •
_
focused on balancing long-term strategies,including
endorsement and knowledge transfer within each
utility,with short term wins and resource savings. 1, ^c�
Sound Financial Approach While Balancing = /
Risk - , LL-
CH2M proposed team member bring a strong
background of experience in the development of ' �' , — -
i•
long-term asset renewal and replacement forecasts, '_==
performance of BCEs to assist in developing capital t "�` "'•
projects,and assisting in capital improvement plan
(CIP)prioritization.Crucial to our approach is the use ,o-
of a risk-based Asset Management prioritization
methodology tailored to the City's flood mitigation
program and related resilience activities.This
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RFQ-2017-300-KB Page 148
Since publication of this manual,CH2M has helped
ADAPTATION ALTERNATIVES more than 30 stormwater,wastewater,and water
utilities enhance their processes and tools for capital
Building on the brainstorming conducted during the development and prioritization. For example,the
kick-off meeting and additional discussions/inputs City of Ann Arbor,Michigan has used the
from the Team,CH2M's Business Case Analysis Lead, prioritization tools and framework that CH2M
Mike Matichich,will develop a full description of the helped to implement to prioritize capital project for
recommended options,including but not limited to: ten City departments,including stormwater,water,
infrastructure requirements,life cycle cost elements, wastewater,roads/streets,and other City functions.
major assumptions,environmental and social
factors,revenue generation potential,and In another case example,CH2M helped the Hampton
corn munity benefits. Roads Sanitation District(HRSD)in Virginia to
implement enhanced CIP prioritization approaches
Understanding the various costs and benefits of and tools that helped secure more efficient
flood risk mitigation to a community and its various alignment of the capital program with the goals of
systems is critical to successful BCEs.The CH2(v1 the program.Our optimized prioritization helped the
team is very experienced in the complex relationship agency to postpone some lower priority projects to
between these systems,including align capital spending with bonding and rate targets
interdependencies,failure chains,and redundancy set by the agency's General Manager and financial
to ensure all available opportunities are identified team.
and incorporated into a set of strategies. One such
example is to align flood mitigation efforts with the Prioritization Helps Clients Achieve Targets
National Flood Insurance Program(NFIP)Community CH2M has helped many Florida utilities with CIP
Rating System to capture points and further lower
flood insurance premiums for residents and business development and prioritization efforts. For example,
owners. In addition to saving money for the we helped the Miami-Dade Water and Sewer
community,enhancing the education and awareness Department prioritize the projects within three
of flood risk and strategies to manage that risk builds major capital programs,including an ocean outfall
strong social cohesion and support for the City program for which CH2M serves as program
leadership and their initiatives. manager for the County. As a result of our
continuing leadership in capital funding issues,
Industry Leadership: Capital Program CH2M was commissioned by WRF to lead a study to
Development and CIP Prioritization document current best practices in addressing
capital funding imperatives.We worked with a team
CH2M is uniquely qualified to help the City optimize of 20 participating utilities and documented best
its capital planning processes,including refinements practices in priority elements of the capital funding
to CIP prioritization,to support the development process,including development of business case
and sequencing of capital investment requirements evaluations,capital program prioritization,and
that are identified as part of the business case stakeholder engagement Utility case studies
analysis for the stormwater resiliency program.We include a diverse geographic range of utilities
have been an industry leader in development and including the San Francisco Public Utilities
prioritization of capital improvement programs Commission,Seattle Public Utilities,Tampa Bay
water,sewer and stormwater utilities for more than Water,Toho Water Authority,and Columbus Water.
twenty years. Because of this leadership,we were The report was published by the Water Research
commissioned by the Water Research Foundation to Foundation(WRF)in 2016. Tampa Bay Water and
develop the Capital Planning Strategy(CPS)Manual. Toho Water Authority contributed case studies on
This manual,which was published in 2001,identified their current practice in CIP prioritization for this
industry best practices at that time in prioritizing and study.
implementing capital programs for stormwater,
water,and wastewater utilities. We worked with 20
utilities to develop and test tools for addressing such
issues as CIP prioritization and scenario analysis.
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RFQ-2017-300-KB Page 149
OPERATIONS AND MAINTENANCE
CH2M's O&M expertise will be leveraged to
determine stormwater project enhancements for BOSTON WATER AND SEWER COMMISSION
the City's projects and to help identify areas where
additional tools,training,and/or information are SUSTAINABLE FACILITY PLAN OPTIMIZED THE
needed. We have certified maintenance and O&M PROCESS
reliability professionals(CMRPs),including several
on our project team,that can review current The Commission retained CH2M for this$6.9
maintenance activities and practices.Guidance will million project to develop a sustainable facility
be provided on how to maximize the use of plan for the City's sewer and storm drain systems
information,including asset data,runtime data from that aligned with the Commission's long-term
supervisory control and data acquisition(SCADA), service goals and was supported by effective
preventative maintenance activities,predictive O&M and engineering practices.
maintenance tools,reliability-centered maintenance, The Commission committed to implementing a
and spare parts and inventory management. sustainable facility planning process with the
following elements:
Given that 80 percent of the asset life-cycle cost is • Climate change Impact assessment and
typically associated with O&M of the asset, mitigation/adaptation strategy development
establishing the right maintenance strategies is
critical to minimize life-cycle cost of ownership while • Improved workflows for preventive and
achieving the level of service required of the asset. corrective maintenance aligned to key
Our CMRPs will work with City staff to develop the performance indicators(KPIs)
overall strategy for maintaining assets,ensuring the • Updated field inspection forms and matching
following five primary goals are met. computerized maintenance management
Goal 1.Extend the interval between system(CMMS)data fields for improved data
failures/overhauls(mean time between failures) management and decision making
through effective O&M practices.These include • Two-tiered condition assessment program
defining the right maintenance tasks,determining integrated with GIS and CMMS
the optimal interval to perform the maintenance • Risk-based prioritization of capital and
tasks,and operating the assets correctly.
maintenance activities
Goal 2.Detect and address poor conditions in
advance of functional failure and/or catastrophic
damage.This is typically done through predictive Goal 5.Determine when it makes sense to replace
methods or the use of predictive technologies(such rather than overhaul or repair.This can be done by
as thermography). developing the business-case model for replacing
Goal 3.Minimize asset downtime and costs by versus repair of the assets to optimize resource
increasing efficiency in the work process,effective investments.
logistics,scheduling and sourcing parts(reduce To achieve these goals,we will work with the City to
mean time to repair).This can be accomplished select the most appropriate strategy based on the
through optimized workflow. specific application to gain the greatest benefit.
Goal 4.Extend the full life of the asset to as long as CH2M will train City staff to analyze asset failure
practical through effective maintenance.This can be mode data,which will assess the effectiveness of
accomplished by evaluating the maintenance tasks current maintenance activities or opportunities for
being performed to ensure they are currently improvement by using the above noted strategies.
effective and will continue to be effective in Working in conjunction with the City's staff,we will
preventing failures.This is typically done through determine the optimal method of analysis for each
performance measurement and root cause failure asset type and train the staff on these methods to
analysis. optimize investment in your infrastructure.
3-14
RFQ-2017-300-KB Page 150
Cil 2/144,
Contact:
Jason Bird,Project Manager
3150 SW 38 Ave,Suite 700
Miami.FL 33146
(970)214 1495
Jason.Bird@ch2m.com
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