Document Butte_doc_eae61f110d

AMENDMENT NO. 3 TO CONTRACT FOR PROFESSIONAL ARCHITECTURAL AND ENGINEERING SERVICES BASIN CREEK WTP AND ANCILLARY FACILITIES THIS AGREEMENT, made and entered into on April____, 2015, by and between the following: CITY and COUNTY OF BUTTE-SILVER BOW Butte, Montana 59701, Hereinafter designated “Butte” and HDR Engineering, Inc. 1715 South Reserve Street Missoula, Montana 59801 Hereinafter designated the “Engineer” WITNESSETH: WHEREAS, Butte and Engineer have entered into a contract dated July 25, 2013, for Engineer to provide engineering services to Butte for Work associated with the Basin Creek Water Treatment Plant and Ancillary Facilities, and; WHEREAS, Butte has need to modify the engineering services, and; WHEREAS, Butte has authority to contract for consulting engineering services, and; WHEREAS, the scope of the Original Agreement was modified by Amendment No. 1 to modify conceptual design services, to renumber and add preliminary design services, to renumber equipment procurement, to add final design services and bidding services, to add south side pumping preliminary, final design and bidding services; and WHEREAS, the scope of the Original Agreement was modified by Amendment No. 2 to add Water System SCADA Upgrades; and WHEREAS, the Engineer represents that he is qualified to perform such services, is in compliance with Montana Statutes relating to the registration of professional engineers and is willing to furnish such services to Butte; NOW, THEREFORE, in consideration of the terms, conditions, covenants and performance contained herein, or attached and incorporated herein, the Parties hereto agree as follows: Page 1 of 25 ---PAGE BREAK--- Part I, Section 2.B. is amended as follows: B. Engineer is authorized upon the signing of this Amendment No. 3 to proceed with additional Phase 2 tasks for services during construction which include: a. Task 1500 – WTP Construction Administration. (Task 1000 in the original contract). b. Task 1600 – Project Startup Assistance and Commissioning. (Task 1100 in the original contract). c. Task 1700 – Plant SCADA System Integration. (Task 1200 in the original contract). d. Task 1800 – Project Close-Out Certification. (Task 1300 in the original contract). e. Task 1900 – South Side Pumping Station Construction Services. Part I, Section 4.A. is amended as follows: Change the dollar amount for Phase II work as follows: Phase 2 Contract Amount Including Amended No. 1 and No. 2 $3,750,218.00 Task 1500 $1,469,932.00 Task 1600 $230,557.00 Task 1700 $332,446.00 Task 1800 $14,311.00 Task 1900 $205,467.00 Amendment No. 3 Total $2,252,713.00 Adjusted Phase 2 Contract Price: $6,002,931.00 A. For Phase 2 work, subject to the Engineer’s satisfactory performance, Butte shall pay the Contractor no more than Six Million, Two Thousand, Nine Hundred Thirty One and no/100 dollars ($6,002,931.00). Appendix A, Section 3 is amended as follows: Phase 2 work will include the following scope of services: Tasks 1500 Construction Administration 1600 Project Startup Assistance & Commissioning 1700 Plant SCADA System Integration 1800 Project Closeout 1900 South Side Pumping Station Construction Services Page 2 of 25 ---PAGE BREAK--- Introduction Services during construction for the Basin Creek Water Treatment Plant are structured to assist Butte in administering the construction of the Basin Creek Water Treatment and Ancillary Facilities and the South Side Pumping Station Projects. The scope of services for WTP Construction Administration assumes that two separate construction contracts will be completed and executed over the same period of time for each of these projects. It is understood that execution of the South Side Pumping Station project and associated services during construction is dependent upon the bid price received for the Basin Creek Water Treatment Plant and Ancillary Facilities and available budget. The scope and budget for the services during construction for the South Side Pumping Station have been segregated into a separate task and work on that task will not commence without express written permission from Butte after a contract has been successfully executed for the Water Treatment Plant portion of the work. Task 1500 – Construction Administration Objective: Assist Butte in administering the construction of the Basin Creek Water Treatment Plant and ancillary Facilities Project. HDR/RPA Subtasks: Subtask 1501 – Project Administration HDR/RPA will conduct meetings (typically with the City and Contractor to discuss project progress. In addition, the HDR/RPA project manager will conduct periodic meetings with BSB staff (typically every other week), in conjunction with construction review meetings, to review project progress, schedule and budget; identify information needs, and make decisions regarding any changes in the scope of the construction management efforts. A progress memorandum will be prepared with each invoice. The progress memorandum will summarize the work progress to date, the budget expenditures to date, and identify any information requirements or decisions that need to be made by Butte. These memos will help maintain frequent communications with Butte and will be presented in a simple informative letter format, which can be used for distribution to the Butte Commission and citizens. Subtask 1502 – Construction Services Quality Assurance and Quality Control Develop a work plan for the entire construction services scope of work, with the objective of the plan serving as an overall project management tool and QA/QC tool Conduct a project approach and resource review (PARR) with Consultant’s senior construction personnel. This review will serve as a verification of the procedures and practices being used by the construction administration team. Conduct up management review meetings on a quarterly basis. Up to five management review meetings will be held Page 3 of 25 ---PAGE BREAK--- Subtask 1503 – Pre-construction Conference HDR/RPA will schedule, prepare an agenda and administer a pre-construction conference to be attended by Butte, Contractors, appropriate subcontractors, and HDR/RPA’s Project and Construction Services Managers. The purpose of the meeting will be to establish basic project protocols and procedures. Subtask 1504 – Establish Project Coordination and Communication Protocol and Project Control System Develop project coordination and communication protocols, and a project collaboration system supporting it, to establish contractually-based and effective processes for exchange of information among project participants. Conduct a project communication and project collaboration system workshop with Butte to identify communications chain of command, key participants, available infrastructure, infrastructure improvements if needed, and appropriate software applications (Project Tracker). Develop the communications organization chart. Coordinate the selection and implementation of the project collaboration system. Establish a construction documentation filing structure and communicate to the Construction Services Team via a project management guide or construction services quality assurance plan. Subtask 1505 – Document Management and Project Controls System HDR/RPA will maintain an electronic document management system utilizing Project Tracker and Bentley Project Wise to establish and implement a documentation filing, distribution, retrieval, and management system that provides for the identification of critical project records, and distribution, tracking, action notification and status reporting of items requiring iterative review and comment, response, or signature to reach closure. Project Tracker will be used for logging, tracking, and status reporting of documentation items requiring response or follow-up for all shop drawing, O&M Manual, and sample submittals. Tracking reports will be generated and distributed to appropriate participants on a weekly basis. Project files and documentation will be stored on Project Wise. Documentation will include but not be limited to shop drawings, RFI’s, Field Orders, Change Proposal Requests, Change Orders, work deficiency lists, project photographs, field reports, audio recordings of meetings, material testing logs, contractor payment certifications and correspondence. Subtask 1506 – Management and Review of Shop Drawings Manage the contract submittal requirements and perform reviews of Contractor’s submittals to affect substantial compliance with the intent of the contract requirements. Project Tracker will be used to log and maintain records of the contract submittals. Receive, log, and conduct review of shop drawing submittals to review Contractor's compliance with requirements. Distribute for review and re-distribute reviewed shop drawings, operation and maintenance manuals and equipment data sheets, and other submittal information using forms already included in the Contract Documents. Page 4 of 25 ---PAGE BREAK--- Return a copy of the transmittal form listing the deficiencies requiring correction. Notify Butte of any Contractor deficiencies in submittals. Establish and maintain a tracking system for submittals to provide review action status identification of each submittal as well as submittal distribution status using Project Tracker. Address general status of submittals and shop drawings at project meetings. Take appropriate action on miscellaneous informational submittals generated by the Contractor during construction. Verify at start of Demonstration Period that Engineer has taken no exception to the shop drawings on file, and that required operation and maintenance information and warranties have been received. Track and log the hours and costs associated with reviews of resubmittals for which Contractor is responsible per the Contract Documents. Subtask 1507 – Management and Review of O&M Manual Submittals Receive and distribute for review Contractor's submittals of Manufacturer's O&M manuals, and return to Contractor for revision and re-submittal until Engineer takes no exception. Establish, maintain, and verify a tracking system for O&M manual submittals to provide reporting of review action status. Review transmittal letter for completeness and coordination with submittals. Return a copy of the transmittal form listing the deficiencies requiring correction. Obtain from Contractor approved final electronic copies of O&M manuals for inclusion in eOM. Track and log the hours and costs associated with reviews of resubmittals for which Contractor is responsible per the Contract Documents. Subtask 1508 – Evaluate Requests for Substitution Coordinate the evaluation of requests for material/equipment substitution made during the course of the project. Receive substitution requests, log, distribute for review, and transmit review response to contractor. Assist Butte in negotiating additive/deductive costs associated with a product substitution. Incorporate approved substitution requests into Contract Documents. Subtask 1509 – Review and Approve Schedule of Values Review and approve the Contractor's Schedule of Values (cost breakdown) to establish a reasonably balanced distribution of costs to the various elements of the total construction to serve as a basis for progress payments and determination of cost impact of changes. Page 5 of 25 ---PAGE BREAK--- Review cost breakdown by comparison to Engineer's Opinion of Probable Construction Cost back-up file. Notify Contractor with either letter of acceptance or letter of rejection noting exceptions to obvious or apparent areas of unbalanced costs. Meet with Butte and Contractor to reconcile disputed areas of apparent unbalanced costs. Document reconciliation of disputed items. Verify that approved Schedule of Values (SOV) is basis of cost-loaded schedule. Subtask 1510 – Review Applications for Payment Receive and review draft application for payment prepared by the Contractor, and note and attempt to reconcile discrepancies between estimate of progress and Contractor's application. Review draft application for payment in comparison to measured or estimated quantities. Make notations of deficient work not recommended for payment until corrected; deletion of payment for stored materials and/or equipment that do not have approved shop drawings and/or proper invoices; reduction of value for partially completed items claimed as complete. Return a copy of the reviewed draft to the Contractor. Conduct review of storage areas and verify existence of invoiced materials/equipment and proper storage. Meet with Contractor to reconcile discrepancies. Review revised applications for payment and advise Contractor to submit the required number of copies. Subtask 1511 – Review and Approval of Initial Baseline Construction Schedule Review and approve the Contractor's detailed construction schedule to ascertain that the Contractor has accounted for the scheduling of all significant components of the total construction, has sequenced activity to conform to stipulated sequencing and has scheduled to meet the project completion date including any intermediate milestones stipulated in the Contract Documents. Conduct a pre-submittal workshop with the Contractor to review specified schedule milestones, sequences, and constraints that must be incorporated into the Contractor’s construction schedule. Review submitted schedule for completeness of inclusion of major elements of the project and conformance to any specified schedule milestones, sequences, constraints, and completion dates. Notify Contractor by letter that schedule is in general compliance or non-compliance with contract requirements, noting deficiencies and requesting correction of them and resubmittal of corrected schedule. Meet with Contractor to reconcile disputed schedule deficiencies. Document reconciliation of disputed deficiencies. Page 6 of 25 ---PAGE BREAK--- Subtask 1512 – Review Schedule Status Evaluate look-ahead schedules and actual progress with respect to the approved baseline planned progress schedule, and report status at construction meetings and in progress reports when required. Identify critical path activities that have not reached scheduled milestones. Identify critical path activities whose durations have not expired that are obviously realizing lower productivity rates than reflected in the schedule. Identify non-critical activities whose durations are about to equal or exceed the remaining float along that path. Identify critical path activities that are scheduled to start but have not been started. Notify Contractor in writing of schedule deficiencies, and request a corrective action plan and/or recovery schedule indicating the means of regaining schedule losses. Observe construction activity to verify implementation of corrective action plan. Subtask 1513 – Management and Review of Information and Coordination of Interpretation Review Receive, log, and coordinate reviews and responses to Contractor's requests for information/interpretations (RFIs). Receive and log RFIs. Distribute RFIs regarding questions of design intent to appropriate design team members for response, and track all RFIs to completion. Review and respond to RFIs regarding contractual administrative matters. Receive design team responses, prepare and issue response letters, Field Orders, or Change Proposal Requests as appropriate, and log and distribute to Contractor. The budget is based on processing 200 RFI’s. Subtask 1514 – Administration of Changes to the Work Administer necessary or desirable changes in the work utilizing systems to track changes from initiation through completion. Coordinate the preparation and issuance of necessary or desirable changes in the form of Change Proposal Requests. Evaluate the project on a continual basis to determine when proposed changes need to be finalized to avoid or minimize adverse impacts on ongoing construction activity. Review costs presented on Change Proposal Requests by Contractor, and conduct negotiation of pricing. Review Change Proposal Request items and negotiated costs with Butte for Butte's approval. Assemble approved Change Proposal Requests periodically into Change Orders. Include justification documentation with each Change Order. Track Change Orders through Contractor's or Engineer's signature recommending acceptance, and Butte executive action. Page 7 of 25 ---PAGE BREAK--- Maintain current status log of all Change Proposal Requests and Change Orders and review at construction progress meetings. Review as recorded drawings to verify changes in work are reflected, as applicable. Review pay requests to verify Change Order items are broken out and that payment is not made until work is complete. The budget is based on 50 CPR’s and 5 change orders. Subtask 1515 – Field Orders Provide coordination and review to identify the need for minor changes in the work consistent with the design intent, and issue Field Orders to communicate the details of the minor changes involving no change in Contract Time or Contract Price. Assemble documentation from the Contract Documents and/or field conditions related to the proposed minor change and furnish to the designer for evaluation of conformance with the design intent. Coordinate the preparation of technical descriptions of Field Orders and finalize. Log Field Orders into the project control system and issue to the Contractor. Obtain from the Contractor a signed copy acknowledging Contractor’s receipt of the Field Order, and route copies to the appropriate project files. Subtask 1516 – Claims Management Receive, review, and render decisions on entitlement and magnitude of entitlement in response to written notifications of claims made by either the Contractor or Butte, in accordance with the provision of the Contract Documents. Determine entitlement through a reasonably inferable interpretation of the Contract Documents. If entitlement is found, review supporting data and request additional supporting data as necessary to facilitate review of the claim for magnitude of cost and time adjustments. Maintain claim documentation files. Render written decision to each party. Subtask 1517– Field Surveying/Staking HDR/RPA will provide required field surveying and staking for facility construction. Field survey information will be developed and stakes provided for project components to provide the Contractor with reasonable information to complete the work. HDR/RPA will establish a horizontal and vertical survey control network around the project site. Existing facilities will be located with respect to this control. HDR/RPA will establish one set of stakes for the Contractor to use in performance of the work. Generally, staking will include pipelines, utility corridors, buildings, structures, access roads, parking areas, site grading, and fencing. Further, vertical and horizontal control will be established at multiple points on the job site. HDR/RPA will provide the following stakes: • WTP Process Yard Piping Improvements (Fittings, manholes, vaults, 100’ stations) • New Building Improvements (Building corners) Page 8 of 25 ---PAGE BREAK--- • New Structure Improvements (Structure corners and midpoints for circular structures) • Access Road Improvements (100’ stations, grade changes, fillets) • Parking Areas (100’ stations, grade changes, fillets) • Curb and Gutter, Paving Improvements (Top back of curb) • Storm Drains (Alignment or pipe at 100’ stations, manholes/vaults) • Fencing Improvements (100’ stations, bends, gates) • Elevation Control (20 points across job site) HDR/RPA will provide the above-described staking for each phase one time only. Any re-staking or additional staking needed by the Contractor to complete the work shall be done solely at the Contractor’s Expense. Subtask 1518– Geotechnical and Material Testing Services HDR/RPA will witness testing of the construction materials to be incorporated into the project as part of the construction contract. The Contractor will be required to provide initial materials control test for all imported materials, testing of in-situ materials to be used during construction and materials control verification using the services of a an independent certified testing laboratory. The following services will be provided by the contractor’s testing laboratory: • Concrete strength, air content and slump • Embankment (backfill), trench backfill, and gravel and pavement densities • Aggregate gradations • Asphalt concrete plant mix strength, flow and asphalt content and core samples The type and frequency of tests will be specific to the construction and will be conducted in a manner to develop a good verification that the compaction requirements are being met. HDR/RPA will coordinate the provision of testing reports and will make recommendation to Butte as to the acceptability of the work. HDR/RPA will arrange and pay for the services of the Geotechnical Engineer to inspect subgrade prior to placement of foundations to verify materials are adequate to provide design bearing capacity and verify that subgrade has been properly prepared. Subtask 1519 – On-Site Construction Observation Butte and HDR/RPA agree that HDR/RPA will provide resident project representation at the site to determine substantial conformance of the completed construction with the requirements of the Contract Documents. HDR/RPA will provide Resident Project Representative(s) to assist in carrying out such responsibilities at the site, in accordance with Article 10 of the Construction Contract General Conditions and Supplementary Conditions. Observation at the site shall include: • Observation, recording and reporting Contractor’s daily work progress to determine the Work is in general conformance with the requirements of the Contract Documents. • Documentation of activities observed making note of deficiencies and any issues requiring resolution. Maintain work deficiency log in the document management system. Page 9 of 25 ---PAGE BREAK--- • Create daily field reports defining specified work completed, contractor work force and equipment figures, progress made on the controlling activity established by the approved construction schedule, job site visitors, and weather conditions. • Review approved shop drawings and apply them to the conducting of observations. • Photograph record construction to document work in place, work progress and deficiencies, and label and log photos in the document management system. • Conduct, coordinate the conduct, and observe contractor provided special inspections and document results. • Observe and document pressure testing of interior and exterior piping systems. • Review stored materials and/or equipment for quantity determination for Contractor payment and to verify that equipment and/or materials are adequately protected until installed. Notify Project Manager and Contractor if additional measures are required to protect the equipment. • Develop and provide to Contractor an on-going list of items requiring correction to encourage the timely correction of noted construction deficiencies. • On a basis, prior to signing off on the payment request, review Contractor’s as-recorded drawings to verify the Contract Drawings are up-to-date with contract modification sand annotated to reflect actual construction. • Review tagging of equipment to verify conformance with approved registers for equipment, valves, and other items designated to be tagged by the Contract documents. • Coordinate and document training activities between Contractor and Butte. • Monitor and document vendor/manufacturer’s training for Butte’s operations and maintenance personnel. • Document any observations made of property damage or personal injury accidents within the project construction limit lines, and notify and provide a written report to HDR/RPA’s Project Manager and Butte. In addition to on site services provided by HDR Resident Project Representative, key design and project management staff will make visits to the site at intervals appropriate to the various stages of construction, in order to observe as an experienced and qualified design professional the progress of the work. Subtask 1520– Special Inspection Services HDR/RPA will provide on-site special inspection of the work in accordance with Sections 1704- 1709 of the 2009 International Building Code as required by Butte Building Inspector. HDR/RPA will coordinate the provision of testing reports and will make recommendation to Butte as to the acceptability of the work. Documentation of materials testing and special inspections will be maintained in the document management system. Quality control testing of construction materials may include: • Quality control testing of construction materials. • Quality control testing of equipment performance and systems. • Process performance testing. • Special Inspections per currently adopted Building Code. Page 10 of 25 ---PAGE BREAK--- Special inspections per currently adopted building Code may include: • Reinforcing Steel Placement and Embedded Items. • Placement of structural concrete. • Structural steel field welding. • Drilled-In-Anchors (Adhesive/Expansion Anchors). Subtask 1521– Conformed Documents and Record Drawings HDR/RPA will prepare conformed documents and final record drawings, which conform to addenda issued during the bid phase and construction records. HDR/RPA will provide conformed drawings and specifications to the Contractor as called out in the Contract Documents. HDR/RPA will provide Butte five sets of conformed documents and record drawings on 11 IN x 17 IN reproducible sheets as well as one set of record drawings in electronic format for use with AutoCAD Version 2014. One complete set of .pdf format drawings will also be developed for use at the treatment plant site and Butte Engineering office. These drawings will be based on construction records provided by the Contractor, Butte and on-site resident project representatives. HDR/RPA will complete the record drawings within three months of the date of receipt of all of the marked-up prints and other necessary data from the Contractor. Deliverables: • Progress reports and invoices (3 copies and digital .pdf file). • Construction Services QA plan. • Pre-construction conference meeting summary notes. • Workshop/Meeting agendas and notes in bullet item format (3 copies and digital .pdf copy of each agenda and meeting notes). • Submittal review comment letters responding to contractor shop drawings, O&M Manuals and other submittals. • Construction meeting summary notes and action items list. • Field logs including daily reports for all days when HDR/RPA are on-site. • Responses to requests for information. • Responses to contract change proposals. • Contract change orders. • Deficiency punch lists. • Conformed drawings and specifications (five sets of half-size drawings, five sets of specifications). • Record drawings (five sets of half-size copies, camera-ready reproducible documents, digital files). • Project observation reports. • Shop drawing submittal/RFI/CPR/Change Order logs. • Contractor pay estimate reviews. Page 11 of 25 ---PAGE BREAK--- • Compiled reports. • Field copy of Shop Drawings. • Project photos in digital format. Task 1600 – Project Startup Assistance and Commissioning Objectives: In addition to the startup requirements of the construction contractor, HDR/RPA will provide startup assistance to Butte in final project commissioning of the newly constructed facilities. The services will include: HDR/RPA Subtasks: Subtask 1601– Electronic O&M Manual HDR/RPA will prepare an Operations and Maintenance (O&M) Manual addressing the improvements incorporated in this project. The O&M Manual will be completed in a full electronic format (eO&M). The eO&M will provide BSB staff convenient, quick, and easy access to the information necessary to operate and maintain the plant facilities in an efficient and reliable manner. Using the eO&M operations staff will be able to access this information in an electronic format with an easy-to-use graphical user interface. The eO&M will provide a permanent archive of the information. The eO&M preparation will include the following steps: • HDR/RPA will incorporate the project files into a Web based electronic format for use at the plant. HDR/RPA will develop the daft and final eO&M on an HDR server. The Web based manual will only be available to treatment plant staff and the Engineer. HDR will coordinate installation of the final eO&M on Butte’s server with the appropriate Butte information technology (IT) staff at the end of the project. • The Operations Manual will be accessible on internal Butte web site using Microsoft Internet Explorer. The Operations Manual will be developed in Microsoft Front Page. Microsoft Word text files developed during construction will be converted to .html files and imported into Microsoft Front Page. An AutoCAD viewer will run within Microsoft Internet Explorer to enable the user to view and print the Operations Manual figures developed in AutoCAD. • The electronic Operations Manual will be created to function on a Butte provided Windows based server. Before any production on the electronic Operations Manual, a half-day meeting between HDR/RPA's webmaster and Butte’s information services staff will be held. At this meeting, Butte will supply HDR/RPA with all standards pertinent to converting, configuring, and hosting the electronic manual on Butte’s system. After the meeting, HDR/RPA will send Butte a mock- up version of the electronic Operations Manual for approval by Butte’s information services staff and the plant supervisor. There will be two progress meetings scheduled by HDR/RPA with the plant staff. HDR/RPA will prepare the electronic Operations Manual for viewing and comments at the 75% completion mark and at 90% completion mark. HDR/RPA will facilitate the meeting and make provisions for the necessary personnel to attend. After the meetings, HDR/RPA will document the review comments and provide meeting minutes and the plant staff will provide any additional comments and recommendations on the electronic Operations Manual to HDR/RPA in writing within two weeks. At the 75% completion meeting, HDR/RPA’s webmaster will ensure that the electronic Operations Manual operates properly on Page 12 of 25 ---PAGE BREAK--- Butte’s server and that the search engine features are operating properly. After completion of startup assistance as described below, HDR/RPA will revise the electronic Operations Manual as necessary. After the final completion of the electronic Operations Manual, HDR/RPA will schedule a meeting with the plant staff. At this meeting, HDR/RPA will facilitate three one-hour training sessions for the plant staff on how to use the electronic Operations Manual. The computers and servers necessary to view the electronic Operations Manual are not included with the production of the electronic Operations Manual. Subtask 1602 – Plant Facility Start-up and Operator Training HDR/RPA will work with Butte to make appropriate adjustments to the program to best match your needs. HDR/RPA will review operating data for submission to the MDEQ and will assess overall performance of the new equipment and facilities. HDR/RPA will provide operational assistance to Butte after the system is started, and train Butte’s personnel. Pre-startup Training will be provided to communicate to the plant operators the following: • The ability to operate the equipment in each unit process. • An understanding of both the field and SCADA equipment controls and the ability to operate both. The pre-startup training will be presented in a classroom setting using a lecture format supplemented with figures and graphics delivered via an overhead projector or using Microsoft PowerPoint on an LCD projector. The training material for each specific session will consist of draft copies of the Operations Manual sections. Coordination with PLC/SCADA programmers (systems integrators) will be provided. The portion of each module pertaining to SCADA controls will be presented by the HDR/RPA SCADA programmer for that system. The SCADA instructor will use a LCD projector to show the actual SCADA screens for each equipment item discussed in the module. The SCADA presentation will cover manual starting, stopping and speed control of equipment, set-point adjustment, operating mode changes and alarms. Startup Coordination will also be provided to Butte to provide coordination between the contractor, the construction administration team and the plant staff during startup of the new equipment. The startup coordinator will allow the startup of new equipment to occur if and only if, the equipment and ancillary are ready to be placed into service and the manufacturer’s O&M manuals are on-site and available for use by plant staff. The secondary purpose of this effort is to provide informal training to the plant operators during the actual process startup. HDR/RPA will coordinate clean water testing with the contractor. The clean water test occurs prior to startup and uses potable water to demonstrate the functionality of new equipment and controls. HDR/RPA will conduct startup service for each project element or unit process in conjunction with the training services provided by BSB’s construction contractor and equipment supplier. Startup means placing the equipment into operation for its intended purpose and using the intended process material. Startup assistance will be provided as follows for the project components listed above. Page 13 of 25 ---PAGE BREAK--- Startup services will include the following work products: • Review and approve equipment supplier training agendas and training material outlines as provided by the Contractor. Use discretion, based on experience with vendor training, to enforce contract provisions for vendor training duration. • Coordinate vendor training schedule with Contractor and plant staff to ensure that vendor training occurs on Wednesdays as a first choice, Tuesdays and Thursdays as second choice and avoids Mondays and Fridays. • Prepare a startup plan that lists specific responsibilities for the contractor, construction administration staff, PLC/SCADA programmer(s) and plant staff. • Provide the written startup plan to the contractor, the construction administration staff, PLC/SCADA programmer(s) and the plant staff approximately one month before startup. • Schedule and conduct a startup review meeting between the contractor, the construction management staff, PLC/SCADA programmer(s) and the plant staff approximately two weeks before startup. • Revise the startup plan and schedule as needed based on the review meeting and reissue. • Verify the equipment is ready for the clean water test: • Verify the manufacturer's field service forms have been completed for each piece of equipment. • Verify pipe pressure tests and concrete water tightness tests have been conducted. • Verify rotating equipment has been bumped to check for proper rotation. The following activities will be performed during startup: • Coordinate with the contractor, the construction administration staff, the PLC/SCADA programmer and the plant staff to ensure that process material is introduced to the process in such a way as to not adversely impact the rest of the plant. • Verify and document that the controls and alarms are working in conformance with the software pre-design report. • Verify and document the results of any testing that was deferred from the clean water test. • Identify and document any equipment or control deficiencies. Operator training during the clean water test and startup will be conducted by HDR/RPA on an informal basis in the field. The purpose of this training is to provide an opportunity to answer operator questions, to demonstrate (when requested) the transition from manual control to automatic control, and to demonstrate alternate modes of operation (when requested). Deliverables: • Electronic operation and maintenance manual. • Startup checklists and training materials. • One training session (may be consecutive or combined with other systems) for each of the separate unit project elements or processes. • Written operation procedures for each project element or unit process. Page 14 of 25 ---PAGE BREAK--- Butte Responsibilities: • Provide necessary software on Butte WTP computers to enable the electronic Operations Manual to function: o Provide the needed Microsoft Internet Explorer capability. o Provide a copy of AutoCAD viewer. o Provide the path to and the necessary space on a Butte provided server at the WTP facilities for the electronic Operations Manual. Task 1700 – Plant SCADA System Integration Objectives: Implement the programming for the plant SCADA system including PLC (Programmable Logic Controller) ladder logic and their associated HMI (Human-Machine Interface) configurations. The new PLC ladder logic will be installed on the plant PLC’s (new and existing as required). The new HMI interface will be configured using the system selected during the design phase of the project. The PLC ladder logic and HMI process displays will be developed in collaboration with WTP plant personnel to provide the controls as described in the Basin Creek Water Treatment Facility and Ancillary Facilities Contract Documents (Project Manual). HDR/RPA Subtasks: Subtask 1701– System Integration HDR/RPA will provide systems integration support for the project through project systems integration provider MSE for the following work activities: • Prepare and maintain a work plan and project instructions to include organization, roles, responsibilities, schedule, budget, and staff plan for execution of the PLC and HMI application software (Software) design effort. The work plan and project instructions will include a QA/QC plan. • Hold onsite meetings with BSB Staff, Contractor and design staff to discuss the mechanics of implementing the Software changes and to define standards to be followed. The project schedule will be discussed and coordinated with the construction schedule to define milestones and resource allocations. • Document meeting decisions and action items; assign the activities to team members, and follow-up to ensure timely resolution. • Review Contractor provided equipment and electrical submittals, and provide coordination input for electrical and instrumentation systems. • Monitor project progress including work completed, work remaining, budget expended, schedule, estimated cost of work remaining, and estimated cost at completion. • The project schedule will be developed to show the required programming to be completed one month before the associated construction start-up date. • Manage the work provided by any hired subcontractors to verify for compliance with the current WTP Software standards, quality of documentation, and scheduling. All of the plant software is anticipated to be new. • Monitor project activities for potential changes, anticipate changes whenever possible, and with Butte approval, modify project subtasks, subtask budgets, and approach. Page 15 of 25 ---PAGE BREAK--- Deliverables: • Agendas for meetings. • Preliminary project schedule with milestones. • Regularly updated detailed project schedules. • Meeting notes for meetings. • invoice with Software project progress summary report. Subtask 1702 – Software Pre-Design Report HDR/RPA will provide software development preliminary design and develop a software design summary for the project. The following work activities are planned: • Prepare a Software Pre-Design Report for the project which will include the following information: 1. Understanding of Butte HMI and PLC Software standards. 2. Updated Control Loop Descriptions (using Contract Document Specification Section 13442). 3. Existing SCADA System Process Display Printouts marked up to show planned modifications. 4. Interface Definition Specifications (IDS), i.e. PLC/HMI tag database, based on information in the Contract Document). 5. Process Field Database Interface and Report Generation. a. Provide system programming and necessary interface to provide output of equipment operating information (accumulated run time and number of starts) to Butte’s new equipment maintenance management software. b. Each report saved with report date-based file naming convention (or as requested by Butte). 6. Alarm generation and alarm management will be as shown in the Contract Documents. As a minimum, alarms will be stored in an alarm database to enable data access and/or report generation and printing from the SCADA report printer. 7. Real time and historical data management will be consistent with current Software standards. Reports will be printed from the historical database files, in spreadsheet format as desired by Butte. This will include the capability for automated state review forms. 8. Define eO&M interface requirements and coordinate with eO&M development team. • Conduct Software Pre-Design Report review meetings with Butte staff and HDR/RPA to discuss the following: 1. The new process displays and their functionality for the major process areas. 2. Identify which process screens (and tags) are to be removed or updated. a. Report content, format and printing. b. Alarm management. c. Data management. Page 16 of 25 ---PAGE BREAK--- • Document meeting decisions and action items; assign the activities to team members, and follow-up to ensure timely resolution. • Issue the Final Software Pre-design Report, including comments and revisions discussed in the meeting. Deliverables: • Agendas for review meetings. • Meeting notes of review meetings. • Final Software Pre-design Report – Five copies. Subtask 1703 – Software Programming & Testing The PLC logic program and HMI process screen configuration will be designed from the information provided by the Final Software Pre-Design Report. This subtask includes the following work activities: • Obtain the most current existing PLC programs, HMI process screens, configuration files, tag database(s), data files, and other required files from BSB’s SCADA system just prior to beginning the programming effort. • Develop the programming for the new equipment to meet the requirements identified in the updated Final Software Pre-Design Report. • Obtain the latest process screen and configuration files and databases process database, alarm area database, picture files) for the WTP from Butte. • Process screens will be designed to meet the requirements identified in the Final Software Pre-design Report. The types of process graphics or pictures to be generated include process screens, overview screens, controller pop-ups, real time and historical trending screens, and report screens. • The new process tag database, tag-groups, process screens and picture files for the new equipment being added will be merged or replaced with existing screens and files on the SCADA Server. • The Software will be tested and debugged. HDR/RPA reserves the right to use a software simulation package (where possible and practical) to thoroughly test the Software and process interface. The I/O simulator software program will be used to simulate the real I/O to be connected for this project. Only the pertinent process databases and the new process screens will be active in the simulator for testing. Deliverables: • Latest PLC ladder logic disk and hardcopy (print-outs). • Latest process electronic files for screens, pictures, pop-ups, alarms, and data handling. • 90% complete process displays for Butte Operations staff review (color print-out hardcopy, and where applicable marked up color print-outs of existing graphic displays). • As-built documentation of non-modified PLCs or HMI components is not included. Page 17 of 25 ---PAGE BREAK--- BSB Responsibilities: • Review and comment on draft SCADA screens, and alarm dialer functionality Subtask 1704 –Functional Demonstrations This subtask includes the following work activities: • During the testing period, HDR/RPA will perform up to two periodic QA/QC reviews. This will involve verification that the program strategy is correct, adequately documented, and in accordance with Butte software standards developed under Task 1202. • Software Demonstration meetings will be held at the 90% design completion. It is anticipated that up to four of these meetings will be required. These meetings will be held in the new Water Treatment Facility. It is intended to demonstrate the functionality of the new selected SCADA system software process displays in conjunction with the new PLC ladder logic. Butte Operations will perform hands-on activities necessary to run the simulated processes as identified in the Final Software Pre-design Report. Deliverables: • Agendas for Software Demonstration Meetings. • Meeting minutes from the Software Demonstration Meetings. • Hardcopy printout of the PLC ladder logic programs. • Hardcopy printout of the HMI process displays and reports. Subtask 1705 – Field Commissioning and Software Startup This subtask includes the following work activities: • HDR/RPA will verify that the interconnections for the new PLC I/O are terminated correctly by witnessing the Contractor perform loop testing (specified in Section 13440). These tests are referred to as the Operational Readiness Tests (or Loop Checkouts). • After the Operational Readiness Tests are complete, HDR/RPA will upload the new PLC ladder logic. Also, at this time we will transfer to the plant HMI workstations the new SCADA process screens and the associated database files. The new Remote I/O Bases will then be attached to the associated PLCs, and the Functional Testing period will begin. • Functional Testing is the process of putting the new equipment into full automatic operation. Loop tuning of the controls will be performed. Minor corrections will be made to the new PLC logic and SCADA process interface if found necessary. Subtask 1706 – Post Startup Support Upon substantial completion of the new programming, the automated system will be turned over to Butte. HDR/RPA and BSB staff will periodically monitor the SCADA system to verify that Operations can satisfactorily control the processes as designed. HDR/RPA has allocated 120 hours of project engineer time in the budget for this subtask. These hours shall be available to be utilized within 6 months after the project is turned over to Butte. Page 18 of 25 ---PAGE BREAK--- Deliverables: • Startup plan identifying pre-startup and startup activities and responsibilities. This plan will be issued prior to startup. • Deliver new PLC program files to be installed prior to the Functional Testing period. • Deliver new SCADA process displays and revised databases to be installed prior the Functional Testing period. • Deliver database with all new SCADA process tags, alarms, memory addresses, and description at start-up, with updates as required through start-up and substantial completion. Task 1800 – Project Close-Out/Certification Objectives: Conduct final project reviews and assist Butte in completion of project closeout reporting and coordination with MDEQ. Conduct final one-year certification evaluation and reporting to meet MDEQ project closeout requirements. HDR/RPA Subtasks: Subtask 1801 – Review Substantial Completion Submittal Receive and review Contractor's required substantial completion submittal, and determine if project is ready for substantial completion inspection. Develop substantial completion submittal checklist. Verify submittal of all required documents. Review Contractor Record Drawings. Review Contractor’s punch list and the progressive list of incomplete and deficient items and determine if the substantial completion inspection is appropriate in accordance with Contract requirements. Review other substantial completion submittal documents for completeness and compliance with Contract provisions. Schedule substantial completion inspection, or notify Contractor that the work has not progressed to point of substantial completion as defined by the Contract Documents. Subtask 1802 – Administer Substantial Completion Procedures Coordinate, conduct, and document the substantial completion inspection and issuance of the Certificate of Substantial Completion for the entire or designated portions of, the work. Notify design team members of date of substantial completion inspection. Notify Butte's designated representative of the date of the substantial completion inspection. Prepare and distribute the punch list format to the parties conducting the inspection. Conduct the Substantial Completion Inspection. Compile the punch list and identify the tentative date of substantial completion, and prepare and issue tentative Certificate of Substantial Completion to Butte for Butte’s review and concurrence. Page 19 of 25 ---PAGE BREAK--- If there are multiple portions of the work with different substantial completion dates, prepare a summary of the dates of expiration of the various Correction Periods. Upon concurrence of the Owner, issue the definitive Certificate of Substantial Completion and punch list setting the date of Substantial Completion. Review progress of corrective action on punch list items and periodically update and re-issue the punch list. Subtask 1803 – Review Final Completion Submittal Receive and review the Contractor's required final completion submittal. Develop final completion submittal checklist. Verify submittal of required documents. Review for completeness and compliance with Contract provisions. Notify Owner, Contractor, Surety and Regulatory Agency of date of final inspection. Determine if Owner requires, or if State Statutes require, Lien Waivers and Consent of Surety, and obtain from Contractor. Subtask 1804 – Conduct Final Completion Inspection Coordinate and attend the final inspection meeting and physical walk-through of the project. Schedule the final inspection date and notify the Contractor, Butte, and Regulatory Agency. Assemble the various final completion submittal documents, required by the Contract Documents, for the final inspection meeting and review them with the various parties. Conduct, document, and distribute the findings of the final inspection. Subtask 1805 – Certification HDR/RPA will provide Butte with the necessary certification documentation as required by the Montana Department of Environmental Quality including a one year performance certification. Upon completion of the Construction Phase HDR/RPA will prepare a one year performance certification report and advise Butte as to whether the project is meeting its project performance standards. The following activities will be performed by the HDR/RPA: • Conduct approximately quarterly contact with plant operations staff via telephone during the first year of operations regarding system performance, potential equipment warranty issues, etc. to identify actions required, if any, prior to the end of the first year of operation. • Conduct a site visit to the water treatment plant to inspect the constructed facilities improvements at the end of a period of one year of operation. Interview Operations Staff and discuss performance of the facilities. • Conduct an analysis for treatment plant performance data, utilizing operational data available from Butte. • Prepare a draft Engineer’s One Year Performance Certification report for submittal to Butte for review. • Respond to Butte review comments and make revisions to the draft report. Prepare a final report for submittal to the Montana Department of Environmental Quality. Page 20 of 25 ---PAGE BREAK--- Deliverables: • Final recommendation for payment. • Final deficiency list check-off. • Notice of project acceptance and final project completion. • One year performance certification. Task 1900 – South Side Pumping Station Construction Services Objectives: Assist Butte in administering the construction of the South Side Pumping Station Project. The scope of work for the South Side Pumping Station Construction Services Task will include the following Subtasks which are described in detail above for the Basin Creek Water Treatment Plant and Ancillary Facilities Project. HDR/RPA Subtasks: Subtask 1901 – Project Administration Subtask 1902 – Construction Services Quality Assurance and Quality Control Subtask 1903 – Pre-construction Conference Subtask 1904 – Establish Project Coordination and Communication Protocol and Project Control System Subtask 1905 – Document Management and Project Controls System Subtask 1906 – Management and Review of Shop Drawings Subtask 1907 – Management and Review of O&M Manual Submittals Subtask 1908 – Evaluate Requests for Substitution Subtask 1909 – Review and Approve Schedule of Values Subtask 1910 – Review Applications for Payment Subtask 1911 – Review and Approval of Initial Baseline Construction Schedule Subtask 1912 – Review Schedule Status Subtask 1913 – Management and Review of Information and Coordination of Interpretation Review Subtask 1914 – Administration of Changes to the Work Subtask 1915 – Field Orders Subtask 1916 – Claims Management Subtask 1917– Field Surveying/Staking Page 21 of 25 ---PAGE BREAK--- Subtask 1918– Geotechnical and Material Testing Services Subtask 1919 – On-Site Construction Observation Subtask 1920– Special Inspection Services Subtask 1921– Record Drawings Subtask 1922 – Project Startup Assistance and Commissioning Subtask 1923 – Pumping Station SCADA System Integration (See Attached MSE Scope of Services for description of hardware to be provided) 1924 – Project Close-out/Certification Appendix B, Section 1.B is amended as follows: i. Construction Administration $1,469,932.00 ii. Project Startup Assistance & Commissioning $230,557.00 iii. Application Software Programming Services $332,446.00 iv. Project Closeout $14,311.00 v. South Side Pumping Station Construction Services $205,467.00 vi. Services During Construction Amendment No. 3 Total $2,252,713.00 vii. PHASE 2 TOTAL $6,002,931.00 IN WITNESS WHEREOF, the parties have executed this Contract on the date and at the place shown below. The City and County of Butte-Silver Bow Chief Executive Date: ATTEST: Clerk Date: APPROVED AS TO FORM: By Attorney Date: Page 22 of 25 ---PAGE BREAK--- STATE OF MONTANA ) :ss. COUNTY OF ) On this day of , 2015, before me, the undersigned, a Notary Public for the State of Montana, personally appeared , known to me to be the of , and acknowledged to me that they executed the foregoing instrument on behalf of said corporation having first been authorized to do so. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my Notarial Seal the day and year first above written. Notary Public for the State of Montana Residing at Montana My Commission Expires: Engineer: HDR Engineering, Name: Title: Date: IRS Tax ID # 47-0680568 STATE OF MONTANA ) :ss. COUNTY OF ) On this day of , 2015, before me, the undersigned, a Notary Public for the State of Montana, personally appeared , known to me to be the of , and acknowledged to me that they executed the foregoing instrument on behalf of said corporation having first been authorized to do so. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my Notarial Seal the day and year first above written. Notary Public for the State of Montana Residing at Montana My Commission Expires: Note: Final contract documents will require the Engineer’s signature to be notarized. Basin Creek Water Treatment Plant Page 23 of 25 ---PAGE BREAK--- MSE Technology Applications Inc. System Integration Scope and Budget Page 24 of 25 ---PAGE BREAK--- Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] www.mse-ta.com April 13, 2015 Mr. Craig T. Caprara, PE HDR 1715 South Reserve Street Missoula, MT 59801-4708 RE: Butte - Silver Bow Basin Creek WTP – Engineer System Integration (ESI) Craig, MSE is proposing to provide Engineer System Integration (ESI) service to HDR, in support of their role as Engineer of the Butte-Silver Bow (BSB) Basin Creek Water Treatment Plant (WTP) construction. As ESI , MSE will provide the labor to develop ESI application programming (PLC and HMI) to incorporate and integrate the capability and functionality defined in project bid documentation (specifications, drawings and control narratives). MSE has reviewed bid documentation and extracted the following tasks and deliverables which we believe comprise the ESI System Integrator role required. MSE is assuming that these services will be provided on a Time and Materials basis with a pre- established not-to-exceed limit. We also assume our existing contract in place with HDR will be modified to include these tasks and costs. The following tasks outline MSE’s understanding of the ESI System Integrator role. Task 1 Project Management MSE will implement and report project status per the submitted project plan. MSE will provide an informal status report apprising the Engineer of project accomplishments, schedule status and issues. Status reporting will be distributed on a weekly basis via email and or as necessary. If required, formal status reports will be prepared and submitted per Engineer direction. Basis of Estimate: ● Project duration 18 months (72 weeks) ● General project management support @ 2 hrs/week ● status report @ 2 hr/month ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com ● Time included for weekly meetings once deemed necessary for the ESI to support Task 2 Software Pre-Design Report (SPDR) MSE will create a report that consists of the software standards and specifications for development of the PLC, HMI, and OIT applications for the city’s new water treatment facility. It is intended to provide the guidelines and establish an initial baseline for all current and future programming efforts at this facility. This information has been established based upon best practices from MSE and HDR, as well as review meetings with the city. This document is intended to be a “living” document through to the end of the project with a final version turned over to owner as a deliverable for future reference. Basis of Estimate: ● It is estimated that the first rev of this document require 80 hours for the PE and 20 hours for the AE to develop. ● It is estimated that 20 additional hours for each the PE and AE to keep the document up to date thought the life of the project. ● To finalize a formal deliverable of this document to the owner it is estimated that 4 hours will be needed for the PE and AE. Task 3 I/O Database Development MSE will create an I/O database that supports ESI application programming. The database will contain I/O data identification tags, descriptions, alarm descriptions, alarm levels, etc. Necessary to support application programming. The database will be formatted in a manner that supports importation into the application program. The database will be populated initially with information from the project bid documents. Subsequently MSE will coordinate closely with the Instrumentation Subcontractor and misc. equipment supply vendors to update the database as design submittals are submitted and equipment details are finalized. Deliverables: ● Updated database in MS Excel format containing all I/O information necessary to support application programming. Basis of Estimate: ● 40 hrs to develop database format and load with project bid document info ● 24 hours to coordinate/review Instrumentation Contractor RTU design and update database ● 60 hours to review equipment vendor data and update date base. ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com Task 4 Computer Configuration MSE will setup and configure the SCADA computers, Servers and related displays, keyboards, mice, ect. Configuration will include loading and configuration of specified Operating System software, Office software and SCADA application software. Deliverables:  Configuration of computers and other hardware per bid specs and drawings Basis of Estimate:  Labor Estimate based from bid spec and drawings Task 5 HMI Screens MSE will develop HMI screen layouts for SCADA displays. The content, organization, look and feel will be per requirements detailed in the project bid documents and BSBs existing standards. Screen layouts will include graphical layout, data display boxes, set point input/display boxes, and alarm display and management boxes. The HMI screen layouts will not be tagged. Color printouts of the screen layouts will be provided for review and comment prior to more detailed development. Deliverables: ● SCADA HMI screen printouts Basis of Estimate: Task 6 HMI Tagging and PLC Programming Once the I/O database has been developed and populated with project bid document and vendor submittal data; and HMI screen shots have been reviewed, MSE will begin the process of tagging the HMI screens and developing control logic programming. MSE will prepare a overview of the basic layout, function and control strategy for the control logic for review and comment of the Engineer prior to control program development. MSE understands and acknowledges the importance of continued coordination with the Engineer during control logic development to ensure that control strategy objectives are fully met. The I/O database and HMI screen layouts will be updated as final equipment details are provided by the ESI subcontractor and various equipment vendors. Deliverables: ● M340 layout, function and strategy overview. ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com ● Meet with HDR and owner to flush out Functional Control descriptions within the Bid specifications. ● Fully commented and annotated application program Basis of Estimate: ● Per bid specs and drawings Task 7 Installation Support bid The Instrumentation Contractor will be responsible for installation of Instrumentation equipment. However, MSE will provide support during installation as requested. Installation support could consist of the following activities: ● Periodic site visits, ● Coordination with Instrumentation Contractor and Equipment vendors regarding interface and communication with the ESI Basis of Estimate: ● Bid specs and drawings Task 8 Installation Verification Support The Instrumentation Contractor and Metawater will be responsible for installation verification, planning and conduct. However, MSE will support the required Witnessed Functional Acceptance Tests. MSE will provide Engineering staff necessary to demonstrate, trouble shoot and correct the ESI application program that interfaces with systems provided by others MSE will configure system Ethernet switches and establish PLC – RTU communications as RTUs are installed and ready to be brought on line or as needed. Basis of Estimate: ● Bid design specs and drawings Task 9 Commissioning and Startup Support The General Contractor and Instrumentation Contractor will be responsible for commissioning and startup planning and conduct. However, MSE will coordinate closely with the General Contractor and Instrumentation Contractor to support commissioning and start up. MSE will provide Engineering staff on site during all commissioning and start up activities as outlined in the project bid document schedule. Basis of Estimate: ● Hours estimated for this task was based on bid documents and time estimated for MSE to be onsite during the final plant commissioning and startup of the new WTP. ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com Task 10 Operator Training Support The Instrumentation Contractor will be responsible for planning and implementation of operator training. MSE will review and comment on operator training materials and operation and maintenance documentation as requested by the ESI Contractor to adequately document the ESI application program in these documents. MSE will also provide Engineering staff during Operator training sessions to provide detailed expertise in the layout and function of the ESI application software. Basis of Estimate: ● Support of maintenance training materials @ 16 hrs ● Support of operator training materials @ 40 hours ● Support of 24 hr/ per training sessions (3 operator training sessions) Task 11 Hardware and Software and Video Security Equipment MSE will provide computer hardware and software per the specifications and construction drawings. MSE obtained firm quotes for items listed below and will only charge actual costs and included actual shipping and handling to the final destination. Basin Creek WTP- Schneider Software Description Quantity Each Extended Citect SCADA BOX 1 $ 50 $ 50 Citect Full License 5000 Points 1 $ 8,850 $ 8,850 Control Client 5000 Points 2 $ 2,700 $ 5,400 Citect Gold Support 3 $ 3,912 $ 11,736 Vijeo Historian Software Key 1 $ 50 $ 50 Vijeo Historian 1500 Points 1 $ 1,500 $ 1,500 Per User/Device Cal-Historian Client 4 $ 700 $ 2,800 Historian Gold support 3 $ 1,008 $ 3,024 Contingency Estimated costs for shipping handling and etc. 1 $ 1,671 $ 1,671 Basin Creek WTP- Schneider Software Totals $ 35,081 Basin Creek WTP- Rack Equipment Description Quantity Each Extended APC LCD Console - KVM Console 17" 1 $1,393 $1,393 APC KVM USB Cable 6' 3 $53 $160 ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com HP 642 42U Rack 1 $1,168 $1,168 HP Side Panel Kit 1 $385 $385 HP rack air duct kit 1 $1,009 $1,009 HP rack fan kit 1 $288 $288 HP rack cable management kit 1 $265 $265 HP Universal Filler Panel 2 $72 $144 HP Rack Stabilizer Kit 1 $221 $221 APC Smart-UPS RT 5000 1 $3,220 $3,220 APC Extended Warranty Service Pack 1 year 1 $286 $286 APC PDU 2 $142 $284 5% Contingency for shipping handling, mics cables, etc. 1 $441 $441 Basin Creek WTP- Rack Equipment Totals $9,265 ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com Basin Creek WTP- S Basin Creek WTP- Servers & Workstations Description Quantity Each Extended HP ProLiant DL80 Gen9 - Xeon E5-2609V3 1.9 GPz - 8 GB 2 $ 1,091 $ 2,182 Intel Xeon Eg-2609V3 / 1.9 GHz Processor 2 $ 509 $ 1,017 HP - DDR4 - 8 GB Ram 6 $ 124 $ 746 HP Midline - Hard Drive - 1TB SATA 4 $ 204 $ 816 HP Foundation Care Next Business Day Service- Extended Agreement 2 $ 543 $ 1,086 HP ProLiant DL80 Gen9 - Xeon E5-2609V3 1.9 GPz - 8 GB 1 $ 1,091 $ 1,091 Intel Xeon Eg-2609V3 / 1.9 GHz Processor 1 $ 516 $ 516 HP - DDR4 - 8 GB Ram 3 $ 124 $ 373 HP Midline - Hard Drive - 3TB SATA 2 $ 612 $ 1,224 HP Foundation Care Next Business Day Service- Extended Agreement 1 $ 544 $ 544 Microsoft Windows Server 2012 R2 Standard 3 $ 807 $ 2,421 Lenovo ThinkCentre Tiny-in-One 23" Monitor 6 $ 269 $ 1,614 Lenovo ThinkCentre M73 Tiny 5 $ 675 $ 3,375 Lenovo - DDR3 - 4GB 5 $ 67 $ 335 CDW Hardware Install 2 $ 18 $ 36 Sharp 55" Monitor 2 $ 648 $ 1,295 Peerless-AV Monitor Mount 2 $ 145 $ 291 Wireless Mouse/Keyboard Combo 2 $ 40 $ 80 70BJ - NAS server - 8 TB 1 $ 1,850 $ 1,850 LenovoEMC px4-400d Network Storage Pro Series 70CM - NASserver - 8 TB 2 $ 695 $ 1,390 Microsoft Office Home and Business 9 $ 220 $ 1,980 XL Reporter 1 $ 1,995 $ 1,995 5% Contingency for shipping handling, mics cables, etc. 1 $ 1,313 $ 1,313 Total Servers and Workstations $ 27,570 Basin Creek WTP- Network Equipment Description Quantity Each Extended Cisco Catalyst 2960XR-48 1 $4,301 $4,301 Cisco SMARTnet Extended Agreement 1 $576 $576 Cisco Power Supply 1 $926 $926 Ubiquiti EdgeRouter PRO 1 $338 $338 SFP's 4 $100 $400 Ubiquiti UniFi AC AP 1 $295 $295 5% Contingency for shipping handling, mics cables, etc. 1 $342 $342 Total Network Equipment $7,178 ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com Basin Creek WTP- Security System Description Quantity Each Extended Axis PTZ Outdoor Camera 4 $1,399 $5,596 DX4816HD-1000 NVR 1 $5,873 $5,873 5% Contingency for shipping handling, mics cables, etc. 1 $1,393 $1,393 Total Basin Creek WTP- Security System $12,862 Rollup of Computer Hardware, Software and Security System Costs Totals from Tables Above Basin Creek WTP- Schneider Software Totals $35,081 Basin Creek WTP- Rack Equipment Totals $9,265 Total Servers and Workstations $27,570 Total Network Equipment $7,178 Total Basin Creek WTP- Security System $12,862 Total costs of all items $91,956 If you have any questions, please me at [PHONE REDACTED] / [EMAIL REDACTED] or as always on my cell at [PHONE REDACTED]. Sincerely, Joe Mullaney Staff I&C Engineer ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com Not to Exceed Estimate BSB Construction Project Task Description Hours PE Hours AE Direct Costs Cost 1 Project Management 80 100 $19,700 2 Software Pre-Design Report 104 44 $18,300 3 Database Development 24 100 $11,860 4 Computer Configuration 0 40 $3,400 5 HMI Screen Layouts 24 120 $13,560 6a HMI Tagging 26 105 $12,565 6b PLC Programming 40 330 $33,650 7 Installation Support 24 124 $13,900 8 Installation Verification Support 40 212 $23,620 9 Commissioning and Start Up Support 60 308 $34,580 10 Operator Training Support 0 128 $10,880 11 Computer Hardware and Software and Video Security Equipment $91,956 Totals 318 1567 $287,971 MSE Technology Applications Labor Rates – 2015 Professional Staff Project/Staff Engineer $ 140.00 Senior Engineer $ 125.00 Engineer $ 105.00 Associate Engineer $ 85.00 Non-Exempt Staff Administrative Assistant $ 70.00 Drafter $ 60.00 ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com ● Professional Staff labor rates are applicable for Monday-Friday (6:00 am – 6:00 pm) for up to 60 hours per week. Night shift and week end coverage can be negotiated if desirable. ● Non-Exempt Staff are subject standard over-time requirements. ---PAGE BREAK--- South Side Pumping Station MSE Technology Applications Inc. System Integration Scope and Budget Page 25 of 25 ---PAGE BREAK--- Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] www.mse-ta.com April 9, 2015 Mr. Craig T. Caprara, PE HDR 1715 South Reserve Street Missoula, MT 59801-4708 RE: Butte - Silver Bow South Side Pump Station (SSPS)– Engineer System Integration (ESI) Craig, MSE is proposing to provide Engineer System Integration (ESI) service to HDR, in support of their role as Engineer of the Butte-Silver Bow (BSB) south Side Pump station (SSPS) construction. As ESI MSE will provide the labor to develop ESI application programming (PLC and OIT, HMI) to incorporate and integrate the capability and functionality defined in project bid documentation (specifications, drawings and control narratives). MSE has reviewed bid documentation and extracted the following tasks and deliverables which we believe comprise the ESI System Integrator role required. MSE is assuming that these services will be provided on a Time and Materials basis with a pre- established not-to-exceed limit. We also assume our existing contract in place with HDR will be modified to include these tasks and costs. The following tasks outline MSE’s understanding of the ESI System Integrator role. Task 1 Project Management MSE will implement and report project status per the submitted project plan. MSE will provide an informal status report apprising the Engineer of project accomplishments, schedule status and issues. Status reporting will be distributed on a weekly basis via email and or as necessary. If required, formal status reports will be prepared and submitted per Engineer direction. For simplicity much of the project support via meeting set. Will be combined with the Basic Creek WTP project weekly meetings and discussions. Also, included in this task is to provide the associate engineer (AE) oversight and review. Basis of Estimate: ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com ● For the basis of estimating this Task we will assume that 20 hours for the PE will be needed and that 10% of all hours used by the associate engineer (AE) will be required for the Project Manager under the individual tasks for oversight. Task 2 I/O Database Development MSE will create an I/O database that supports ESI application programming. The database will contain I/O data identification tags, descriptions, alarm descriptions, alarm levels, ect. necessary to support application programming. The database will be formatted in a manner that supports importation into the application program. The database will be populated initially with information from the project bid documents. Subsequently MSE will coordinate closely with the Instrumentation Subcontractor and misc equipment supply vendors to update the database as design submittals are submitted and equipment details are finalized. Deliverables: ● I/O database development that can be used by both the PLC and OIT Programs Basis of Estimate: ● 24 hrs to develop database format and load with project bid document info in formats for both PLC and OIT. These hours will be by AE. Task 3 OIT Programing MSE will setup and configure the Operator interface for the local display in pump room, this will include creating screens and I/O interfaces with the main PLC. Deliverables:  Configuration of OIT and other hardware per bid specs and drawings Basis of Estimate:  Labor Estimate for this is 32 hrs. for the AE. Task 4 HMI Screens at Moulton WTP MSE will develop a new HMI screen on the Moulton WTP SCADA systems. Deliverables: ● SCADA HMI screen at Moulton WTP. Basis of Estimate: It is estimated that this effort will take 24 hrs at the Moulton WTP for the AE. ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com Task 5 PLC Programming Once the I/O database has been developed and populated with project bid document and vendor submittal data; and HMI screen shots have been reviewed, MSE will begin the process of tagging the PLC and start programing. MSE will prepare an overview of the basic layout, function and control strategy for the control logic for review and comment of the Engineer prior to control program development. MSE understands and acknowledges the importance of continued coordination with the Engineer during control logic development to ensure that control strategy objectives are fully met. The I/O database and OIT screen layouts will be updated as final equipment details are provided by the subcontractor and various equipment vendors. Deliverables: ● M340 layout, function and strategy overview. ● Meet with RPA and owner to flush out Functional Control descriptions within the Bid specifications. ● Fully commented and annotated application program Basis of Estimate: ● It is estimated that programing for this task be 40 hours for the AE. Task 6 Installation Support bid The Electrical Contractor and mechanical subcontractor will be responsible for installation of Instrumentation equipment. However, MSE will provide support during installation as requested. Installation support could consist of the following activities: ● Periodic site visits, ● Coordination with Electrical Contractor and Equipment vendors regarding interface and communication with the ESI Basis of Estimate: ● It is estimated that this will be about 20 hours under this task for the PE and 20 hours for the AE Task 7 Commissioning and Startup Support The General Contractor and Electrical Contractor will be responsible for commissioning and startup planning and conduct. However, MSE will coordinate closely with the General Contractor ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com and electrical subcontractor to support commissioning and start up. MSE will provide Engineering staff on site during all commissioning and start up activities as outlined in the project bid document schedule. Basis of Estimate: ● It is estimated that three days both for the PE and AE are required for this task. ● MSE has also included 32 hours for a certified I&C Technician to support the electrical subcontractor in terminating the instruments and signal to the VFD, main control panel, security system as well as perform calibrations to instruments if so needed. The technician rate includes use of certified calibrators or other instruments needed for commissioning. Task 8 Operator Training Support The Prime Contractor will be responsible for planning and implementation of operator training the main building part of the project. MSE will provide operator training for the operation of the new pump station for the PLC, VFD, OIT as well as remote operations of the new station. MSE will also provide Engineering staff during Operator training sessions to provide detailed expertise in the layout and function of the application software. Basis of Estimate: ● Support of training materials @ 4 hrs AE ● Training on Site for operators three of different schedules@ 4 hours each equal 12 hours for AE Task 9 Supply VFDs MSE will procure 2 VFDs per the plans and spec. these are to be installed by the electrical subcontractor. Basis of Estimate:  MSE obtained quotes prior to this estimate and the average price for NEMA rated enclosed VFDs for 125HP pumps was ~$18K each for and quantity of two  MSE will re-quote prior to purchase and only charge the owner actual costs plus freight and handling to final destination.  It is estimated that there will be 16 hours of programing the VFDs for the AE and 8 hours for procurement spec and PLC interface ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com Task 10 MCP (PLC/Radio) and OIT Panels MSE will design, procure and fabricate the MCP panel and OIT. The MCP panel will have to be designed per the plans and specs. and I/O count. MSE will also design and fab the Operator Interface Panel too. The electrical contractor will install both. Basis of Estimate:  Based on past experience of fabricating panels of this nature and pump station size it is estimated that the material and fabrication cost will be ~$20K. Actual costs will be billed to the owner after a detailed design, procurement of materials and fabrication and delivery to site.  MSE will also procure and program a new radio compatible with existing SCADA system for the MCP. This includes the antenna, coax and connectors for antenna installation. MSE will assist electrical contractor to install the antenna.  It is estimated that there will be 32 hours (AE) for design, 24 (drafting) hours for drawings and 16 hours (AE) for the procurement spec of materials for this task Task 11 Building Security System MSE will specify and procure the security system for the building per the plans and spec and as like with other BSB Remote SCADA sites. More specifically we will design similar to new system at the BSB-Big Hole Pump Station.  It is estimated that equipment will cost ~$4K for this task. MSE will only charge the owner actual costs with shipping and handling to final destination. The Electrical subcontractor will install and MSE will assist for installation support as necessary.  It is estimated that there will be 16 hours for (AE) to program the security system and 4 hours (AE) for procurement spec for this task If you have any questions, please me at [PHONE REDACTED] / [EMAIL REDACTED] or as always on my cell at [PHONE REDACTED]. Sincerely, Joe Mullaney Staff I&C Engineer ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com Not to Exceed Estimate BSB SSPS Construction Project Task Description Hours PE Tech Drafting Hours AE Cost 1 Project Management 20 0 $2,800 2 Database Development 2.4 24 $2,376 3 OIT Programming 3.2 32 $3,168 4 HMI Screens Moulton 2.4 24 $2,376 5 PLC Programing 4 40 $3,960 6 Installation Support Bid 20 20 $4,500 7 Commissioning and Start Up Support 24 32 24 $8,920 8 Operator Training Support 1.6 16 $1,584 9 Supply VFDs ($38K) 2.4 24 $40,376 10 MCP Panel, OIT Panel (~$20K materials/fab) 4.8 24 48 $26,192 11 Security Equipment Procurement (~$4K materials) 2 20 $5,980 Totals 86.8 32 24 272 $102,232 ---PAGE BREAK--- MSE Technology Applications, Inc. 200 Technology Way, P.O. Box 4078 Butte, MT 59702 [PHONE REDACTED] Fax: [PHONE REDACTED] www.mse-ta.com MSE Technology Applications Labor Rates – 2015 Professional Staff Project/Staff Engineer $ 140.00 Senior Engineer $ 125.00 Engineer $ 105.00 Associate Engineer $ 85.00 Non-Exempt Staff Administrative Assistant $ 70.00 Drafter $ 60.00 ISA Certified I&C Tech $ 110.00 ● Professional Staff labor rates are applicable for Monday-Friday (6:00 am – 6:00 pm) for up to 60 hours per week. Night shift and week end coverage can be negotiated if desirable. ● Non-Exempt Staff are subject standard over-time requirements.