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R-06-11-09-11C3 - 11/9/2006RESOLUTION NO. R -06-11-09-11C3 WHEREAS, the City of Round Rock has previously entered into an Agreement for Engineering Services ("Agreement") with HDR Engineering, Inc. for Red Bud Lane (CR 122) from US 79 to CR 123, and WHEREAS, HDR Engineering, Inc. has submitted Supplemental Agreement No. 5 to the Agreement to modify the provisions for the scope of services, and WHEREAS, the City Council desires to enter into said Supplemental Agreement No. 5 with HDR Engineering, Inc., Now Therefore BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK, TEXAS, That the Mayor is hereby authorized and directed to execute on behalf of the City Supplemental Agreement No. 5 to the Agreement with HDR Engineering, Inc., a copy of same being attached hereto as Exhibit "A" and incorporated herein for all purposes. The City Council hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended. RESOLVED this 9th day of November, 4J06 EST; RMT NY ayor ity of Ro d Rock, Texas CHRISTINE R. MARTINEZ, City 0:\wdox\RESOLUTI\R61109C3.WPD/rmc cretary STATE OF TEXAS COUNTY OF WILLIAMSON SUPPLEMENTAL AGREEMENT NO. 5 TO AGREEMENT FOR ENGINEERING SERVICES FIRM: HDR Engineering, Inc. ("Engineer") ADDRESS: 4401 Westgate Blvd., Austin, TX 78745 PROJECT: Red Bud Lane (CR 122) from US 79 to CR 123 This Supplemental Agreement No. 5 to Agreement for Engineering Services is made by and between the City of Round Rock, Texas, hereinafter called the "City" and HDR Engineering, Inc., hereinafter called the "Engineer". WHEREAS, the City and Engineer executed an Agreement for Engineering Services, hereinafter called the "Agreement", on the 22nd day of January, 2004 for Red Bud Lane (CR 122) from US 79 to CR 123, for the sum of $249,363.00; and WHEREAS, on the 14th day of October, 2004, the City and Engineer executed Supplemental Agreement No. 1 to amend the Agreement to modify the provisions for the scope of services, to increase the compensation by $41,255.00 to a total of $290,618.00, and to modify the provision for notices to proceed; and WHEREAS, on the 13th day of January, 2005, the City and Engineer executed Supplemental Agreement No. 2 to amend the Agreement to modify the provisions for the scope of services, to increase the compensation by $21,872.00 to a total of $312,490.00; and WHEREAS, on the 9th day of June, 2005, the City and Engineer executed Supplemental Agreement No. 3 to amend the Agreement to modify the provisions for the scope of services and to increase the compensation by $7,242.00 to a total of $319,732.00; and WHEREAS, on the 1st day of December, 2005, the City and Engineer executed Supplemental Agreement No. 4 to amend the Agreement to modify the provisions for the scope of services and to increase the compensation by $23,643.00 to a total of $343,375.00; and WHEREAS, it has become necessary to amend the Agreement to modify the provisions for the scope of services and to increase the compensation by $215,370.00 to a total of $558,745.00; and NOW THEREFORE, premises considered, the City and the Engineer agree that said Agreement is amended as follows: Supplemental Agreement Hdr-redbud3; STO2REDBD; 105722 EXHIBIT 2 Rev.03/02/04 64836 I. Article 2, Scope Of Services To Be Performed By Engineer and Exhibit B, Services To Be Performed By The Engineer shall be amended as set forth in the attached Addendum To Exhibit B. II. Article 4, Compensation and Exhibit D, Fee Schedule shall be amended by increasing by $215,370.00 the lump sum amount payable under the Agreement for a total of $558,745.00, as shown by the attached Addendum to Exhibit D. IN WITNESS WHEREOF, the City and the Engineer have executed this Supplemental Agreement in duplicate. HDR ENGINEERING, INC. By: /0-25-0G Date CITY OF ROUND ROCK By: Nyle Maxwell, Mayor Date Supplemental Agreement Hdr-redbud3; STO2REDBD; 105722 2 VED AS Tb FORM: .�' L. Sheets, City Attorney Rev.03/02/04 64836 ADDENDUM TO EXHIBIT B Services to be Provided by the Engineer The changes to the scope of this project are as follows: EXHIBIT B — SCOPE OF SERVICES TASK 3 - SCHEDULING SERVICES SCOPE STATEMENT AND OBJECTIVE This Scope of Services is for HDR Engineering, Inc. ("HDR") to provide engineering and construction contract administration services ("Services") to the Owner ("OWNER") related to the Projects ("Projects"). SCOPE OF SERVICES HDR will assist OWNER with ongoing Project implementation by conducting the following tasks: TASK SERIES 2200 - SCHEDULE ADMINISTRATION Objective: Obtain, through the Contractor, a detailed construction schedule that meets the Contract Document requirements and is useful for monitoring construction progress throughout the Project. HDR Activities: 2205 - Review and Approval of Initial Construction Schedule • Review schedule for major elements of the Project and for conformance to any specified schedule sequences and completion dates. • Notify Contractor with acceptance or rejection noting deficiencies and requesting correction of them and re -submittal. • Meet with OWNER and Contractor to reconcile disputed schedule deficiencies and document reconciliation of disputed deficiencies. 2215 - Review Actual Construction Against Schedule Status • 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 revised schedule indicating the means of regaining schedule losses. Task Deliverables: • Written rejection or acceptance of Initial schedule. • Monthly construction progress reports for first 2 months of Construction • Written notification of schedule deficiencies. For information submitted to OWNER, three (3) hard copies will be provided. Key Understandings and Assumptions: • HDR is not responsible for the detailed planning, sequencing and scheduling of the construction. Information and Services Provided by Others: EXHIBIT B — SCOPE OF SERVICES • HDR is not responsible for the Contractor's failure to execute the approved schedule. • Timely input on schedule modifications and adjustments by OWNER throughout the contract period. EXHIBIT B — SCOPE OF SERVICES TASK 4 - CONSTRUCTION ADMINISTRATION AND MANAGEMENT SCOPE STATEMENT AND OBJECTIVE This Scope of Services is for HDR Engineering, Inc. ("HDR") to provide engineering and construction contract administration services ("Services") to the Owner ("OWNER") related to the Projects ("Projects"). • HDR's fee schedule is based on a construction duration of 30 weeks as specified in the construction documents. Construction durations in excess of this time will require a supplemental agreement for the extra time required for field observation. • HDR's fee schedule is based on a field representative in the field an average of 40 hours per week as required by actual construction times and operations and a Senior Construction Engineer an average of 8 hours per week for the duration of the 30 week construction schedule. Construction observation services in excess of this time will require a supplemental agreement for the extra time required for field observation. SCOPE OF SERVICES HDR will assist OWNER with ongoing Project implementation by conducting the following tasks: TASK SERIES 100 - PROJECT MANAGEMENT Objective: Provide management activities over Project duration including planning, organizing and monitoring Project team activities. HDR Activities: 110 - Team Management and Project Control • Resource management and allocation based on Project schedules and activities. • Budget and invoice management. Meetings/Travel: • Local travel. Key Understandings and Assumptions: • HDR's Project Manager will be responsible for coordinating management activities. • A Project kickoff meeting will be held to introduce OWNER and HDR staff, outline Project goals, overall timetable and communicate Project vision. • OWNER will consolidate all comments on the Project Guide and present them for discussion and resolution at a single meeting with HDR representatives. • An average of 1 meeting per month is assumed. Construction phase meetings are not addressed under this Task Series. • Quality audits are assumed to be conducted on a three-month (3) basis. • For the purpose of this Scope of Services, local travel is defined as travel in the Round Rock and Project site areas. Information and Services Provided by Others: TASK SERIES 2000 - Objective: HDR Activities: Meetings/Travel: Task Deliverables: Key Understandings and Assumptions: EXHIBIT B — SCOPE OF SERVICES • HDR will produce and distribute meeting minutes for the meetings defined in this Task Series. • OWNER personnel will review required standards with HDR as a preliminary activity to development of the Project Guide and provide HDR with comments for final Guide development. • OWNER to provide all available technical standards information and response to questions posed by HDR in a timely manner. • OWNER will endeavor to provide a minimum of 48 hours prior notice for meetings identified in this Task Series. MEETING ADMINISTRATION Conduct and document construction phase meetings in order to facilitate effective Project communications. 2005 - Preconstruction Conference • Identify with OWNER and Contractor the parties to be included in the meeting. • Notify all parties as to the time and place of the meeting. Provide preliminary agenda for attendee input. • Prepare final meeting agenda and produce copies for all expected participants for distribution at meeting. • Prepare meeting place and provide for meeting documentation. • Incorporate meeting discussions in final preconstruction meeting minutes. • Distribute meeting minutes to all persons in attendance and to parties on meeting notice list not in attendance. 2010 — Weekly Construction Meetings • Provide standard formats for meeting agenda, notes and attendance rosters to promote consistent identification of meeting notes for filing and cross referencing purposes. • Establish date, place and agenda for regular construction meetings. • Determine who is to be involved and notify them of schedule. • Prepare agenda and distribute copies to those in attendance. • Conduct meetings and document discussions. • Distribute meeting minutes to all in attendance, and predetermined attendees not in attendance, within one week of meeting. • Local travel. • Preconstruction Conference Meeting notification including agenda items. • Preconstruction Conference Meeting Minutes. • Construction Meeting notification including agenda items. • Minutes of each Construction Meeting. • HDR will use its standard Construction Contract Administration forms for conducting and documenting construction phase meetings. Information and Services Provided by Others: EXHIBIT B — SCOPE OF SERVICES • One (1) Preconstruction Conference will be held per construction contract. • One (1) Construction Meeting each week. • Preconstruction Conference to be held in meeting room provided by the Owner. Construction Meetings to be held either in meeting room provided by the Owner or in Contractor provided Construction Field Office facility. • OWNER will provide appropriate representation at all Construction Meetings. EXHIBIT B — SCOPE OF SERVICES TASK SERIES 2100 - SUBMITTALS ADMINISTRATION Objective: Provide administrative and technical support for the administration, review and approval of Contractor's submittals to determine Contractor's understanding of material and equipment requirements. HDR Activities: 2105 - Review and Approval of Shop Drawing Submittal Schedule • Review Shop Drawing Submittal Schedule. • Notify Contractor of acceptance or rejection noting deficiencies and requesting correction of them and resubmittal. • Distribute copies of approved schedule to design team members responsible for Shop Drawing reviews. 2110 - General Administration of Submittals • Receive, log and distribute submittals received from Contractor to design team for review. • Provide timely review and re -distribution of Shop Drawings, miscellaneous submittals, operation and maintenance manuals and other submittal information. • Establish organized storage for samples and a tracking log for samples. 2115 - Review of Shop Drawing Status and Scheduling • Review weekly the approved submitted schedule and the actual Shop Drawing Log for comparison. • Review Shop Drawing Submittal Log in regard to requirements that all Shop Drawings must be submitted and approved prior to percent completion defined in Contract Documents • Utilize Shop Drawings Submittal Schedule as a checklist item for application for payment. • Notify Contractor of deficiencies. • Address general status of Shop Drawings at Construction Meetings. • Address Contractor's requests for Shop Drawing review of critical equipment and materials prior to his having an approved submittal schedule. 2125 - Evaluate Requests for Substitution • Assist Owner with the review of substitution requests in terms of quality, cost, constructability and secondary Project impact. • Assist OWNER in negotiating any cost or time considerations, additive or deductive, associated with a product substitution. • Should there be more than ten (10) requests for substitution, evaluate and process those substitution requests in accordance with the Additional Service Clause of the agreement. Meetings/Travel: • Local travel. Task Deliverables: • Action letter to Contractor on Schedule Acceptance or Rejection. • Scheduling Notification to Design Team Shop Drawing Reviewers. • Review comments on submittals with defined action. • Weekly Shop Drawing Status Log (Shop Drawings with Contractor). • Weekly Shop Drawing Status Log (Shop Drawings with HDR). • Written notification of Shop Drawing Schedule deficiencies. • Written response to Contractor's special requests for submittal Key Understandings and Assumptions: Information and Services Provided by Others: TASK SERIES 2300 - Objective: HDR Activities: EXHIBIT B — SCOPE OF SERVICES processing. • Written approval or rejection of substitution requests. For information submitted to OWNER, three (3) hard copies will be provided. • A maximum of 20 hours total is scoped for review of ten (10) requests for substitution that may be made by the Contractor. • It is assumed that the cost of reviewing Contractor's initial Shop Drawing submittals and one resubmittal are included in this scope. The review costs associated with any subsequent resubmittals will be paid for by the Contractor. • Detailed review of submittals/shop drawings for agreement or conformance with design and specification details is outside of the scope of this proposal. Detailed review should be provided by designer(s). None. CONSTRUCTION OBSERVATION Observe, record and report the Contractor's work progress to determine the work is in general conformance with the requirements of the Contract Documents. Document activity observed making note of deficiencies and any issues requiring resolution. 2302 - General Construction Observation • Obtain and file daily Contractor summary sheets defining specified work completed and Contractor work force figures. • Monitor construction activity to verify conformance with Contract Documents and document activities and observations. • Record weather condition information. • Record Requests for Interpretation of Contract Document's provisions. • Note construction deficiencies and punch list items. • Generate photographic or video documentation. (See Task 2324). 2304 - Site Conditions Review • Periodically review overall condition of site for excessive construction debris or erosion, and proper drainage and access • Periodically review protection provisions for existing structures, piping, trees and other items designated to be protected. • Document deficiencies and notify the Contractor. 2306 - Structural Subgrade Review • Review work and coordinate soil engineer and/or testing lab visits for subgrade verification. • Review work to verify no foundations or structural slabs on grade are recommended for payment if concrete placement is made without written soils lab approval of subgrade condition. 2308 - Coordinate and Review Soils Testing EXHIBIT B — SCOPE OF SERVICES • Establish communication of test result procedures and protocols with testing service and Contractor. • Review all test results submitted to verify compliance with specified requirements and maintain Project Log. • Verify areas of failing compaction are corrected to specified criteria. • Review soils testing lab invoice to avoid OWNER being charged for failing tests. Issue payment recommendations to OWNER. 2310 - Coordinate and Review Concrete Testing • Review concrete mix design with the Structural Engineer and Contractor to establish specification compliance relative to addition of water to concrete on site. • Monitor sampling program to verify correct number of cylinders are taken as called for in the specifications. • Review field data to verify other items such as slump, air entrainment and special admixtures are in accordance with the Contract Documents. • Review each failing compressive strength test to determine structural implications and course of corrective action required. • Notify Contractor of subsequent testing which is required. 2314 - Stored MaterialslEquipment Review • Coordinate with Contractor to facilitate review of major items prior to unloading and storage. • Regularly review Contractor's storage areas to determine compliance with the Contract Documents. • Notify the Contractor of any damaged or improperly stored materials. • Adjust payments properly for damaged or improperly stored equipment. 2322 - Design Discipline Site Visitations • Coordinate and conduct design discipline site and other visitations. • Follow-up of any site deficiencies noted by design team members. • In the event of visitation by regulatory officials, follow up with telephone contact to get their impressions and comments. • For special visitations, arrange that proper persons representing the various interested parties are present. 2324 - Coordinate Project Photo and Video Documentation • Develop and maintain a logging system to enable easy retrieval of visual information. • Video or photo document construction activities as deemed appropriate. 2328 - Record Drawing Review • Review monthly status of as -recorded drawings. Refer to Field Order and CPR Logs to identify areas of construction revision. • Notify Contractor in a timely fashion of noted deficiencies. • Provide follow-up to verify Contractor brings as -recorded drawing status up-to-date. • Continually note items as they are noticed during regular field observation duties for inclusion on monthly as -recorded updates. • Report general status at Project meetings. MeetingslTravel: EXHIBIT B — SCOPE OF SERVICES 2330 - Develop a Progressive List of Items Requiring Correction • Monitor construction throughout the Project duration and identify deficient items. • Provide Contractor with an updated list at monthly construction meetings. • As deficiencies are corrected, revise the list by deleting corrected items. • Distribute the deficiencies list updates to authorized parties. • Utilize list to aid in identifying retainage amounts near Project completion. 2340 - OWNER Notification of Accident Damage/Injury • Maintain communications with Contractor's superintendent to encourage prompt notification of accidents. • Require lost -time accident reports at construction meetings. • Upon observation or notification of an accident, take photographs and/or videotape of accident scene, make written notes and notify OWNER and HDR Project Manager. • Local travel. Task Deliverables: • Daily Field Report. • Monthly Construction Progress Report. • Notice of Non -Compliance Reports • Monthly Project Status Report. • Distribution protocol for testing service. • Written recommendation for soils testing payment. • Written notification of out -of -specification concrete and need for subsequent testing or corrective action. • Written notification of damaged or improperly stored materials with adjustment to payment. • Documentation of site visitation in Project Log. Field reports documenting results of field visitation. • Photo/video documentation of construction activities accessible without an organized retrieval system. • Written notification of deficiencies in Record Drawings. • Monthly punch list of work. • Documentation of accident damage/injury. • Certificate of Substantial Completion. For information submitted to OWNER, three (3) hard copies will be provided. Key Understandings and Assumptions: • HDR will use its standard Construction Contract Administration forms for documenting construction observation and observation activities. • HDR's fee schedule is based on an assumed construction duration of 30 weeks. Construction durations in excess of this time will require a supplemental agreement for the extra time required for field observation. • HDR's fee schedule is based on a field representative in the field an average of 40 hours per week as required by actual construction times and operations and a Construction Engineer an average of 8 Information and Services Provided by Others: TASK SERIES 2400 ADMINISTRATION Objective: HDR Activities: EXHIBIT B — SCOPE OF SERVICES hours per week for the duration of the 30 week construction schedule. Construction observations services in excess of this time will require a supplemental agreement for the extra time required for field observation. • HDR will not supervise, direct or control Contractor's forces. • HDR's construction observation will not be exhaustive and is not intended to be sufficient enough to prevent Contractors from failing to perform work in accordance with contract requirements. HDR will act to have defective work corrected by the Contractors when HDR is aware defective work exists. • HDR will manage a maximum of 1 construction observers to provide construction observation at the site of the Work, and will not be required to assign personnel to this Task to the extent that a construction observer is present on site at all times a Contractor is working. • HDR will not provide equipment for or conduct the testing of soils and soils compaction, concrete sampling and testing or other construction materials sampling and testing. • OWNER to provide any special protocol to be used when non - construction related personnel visit the site. - CONTRACT INTERPRETATIONS AND MODIFICATIONS Provide timely reviews and responses to Contractor requests for interpretations or information and proposed modifications identified by the Contractors, OWNER or HDR design and construction observation team. 2405 - Coordinate Interpretations Review • Receive, log and distribute Requests for Information (RFI) to appropriate design team members for response. • Review and respond to RFI's. • Receive design team responses, log and distribute to Contractor. • Prepare and issue response letters, Field Orders (FO's) or Change Proposal Requests (CPR's) as required. 2410 - Administration of Changed Work. • Initiate necessary changes in the form of CPR's. • Review costs presented on CPR's by Contractor. Assist OWNER with negotiation of final pricing as required. • Review all CPR items and negotiated costs with OWNER for OWNER's approval. • Assemble approved CPR's periodically into Change Orders (CO's). Include justification documents with each CO. • Track CPR's and CO's through Contractor's acceptance, OWNER's acceptance, Engineer's signature and OWNER executive action. • Maintain current status log of all CPR's and CO's. • For minor changes involving no cost and no time changes, issue FO's. • Review as -recorded drawings to verify changes in work are reflected as applicable. EXHIBIT B — SCOPE OF SERVICES • Review pay requests to verify CO items are broken out and that payment is not made until work is complete. 2415 - Coordinate and Issue Field Orders (FO's) • Prepare technical description of the FO. • Route FO through established clearinghouse for numbering, logging and issuance to the Contractor. • Obtain a copy, executed by the Contractor, and route copies to the appropriate Project files. 2420 - Coordinate and issue Change Proposal Requests (CPR's) • Collect technical information and evaluate proposed change. Prepare technical description of the CPR using necessary graphic details and specifications. • Prepare Engineer's Opinion of Cost and evaluation of impact on Contract Time. • Route the CPR through established clearinghouse for numbering, logging and issuance to the Contractor for pricing. • Route copies to the appropriate Project files. • Follow and report the status of CPR's using logs that track the dates of: - Retum from the Contractor with pricing; - Engineer's review and recommendation of pricing; and, - OWNER's acceptance. • Assist OWNER with negotiations of cost and time. 2425 - Work Change Directives (WCD's) • Evaluate field activities to determine need for issuance of Work Change Directive when necessary to expedite extra work on a time and materials basis. • Observe time and material work and reconcile costs with Contractor on a daily basis. • Finalize WCD's in an appropriate Change Order when associated work is complete. 2430 - Change Orders (CO's) • Identify with the OWNER's designated representative the combining of CPR's strategy and the timing of Change Orders. • Update CPR and Change Order Logs and provide status reports tracking the execution of Change Orders. • Monitor Contractor progress payment applications to allow payment only for executed Change Orders. Meetings/Travel: • Local travel. Task Deliverables: • Written responses to RFI's. • Monthly summary of RFI processing and status. • Field Orders. • Monthly summary of Field Order status. • Change Proposal Requests (CPR). • Estimates of cost and time for each CPR. • Monthly summary of CPR status. • Work Change Directives. • Change Order prepared for execution by Contractor and OWNER. Key Understandings and Assumptions: Information and Services Provided by Others: TASK SERIES 2500 - Objective: HDR Activities: EXHIBIT B — SCOPE OF SERVICES • Monthly summary of Change Order status. For information submitted to OWNER, three (3) hard copies will be provided. • HDR will use its standard Construction Contract Administration forms for documenting contract interpretation and modification activities. • Distribution and numbers of various change documents will be determined at the Preconstruction Conference. • Engineering and design tasks required to develop Change Proposal Requests (CPR's) for issuance to contractor is not part of this scope. These tasks to be performed by design engineering staff under separate scope. • Timely, organized review and execution of changed work documents. MEASUREMENT AND PAYMENT ADMINISTRATION Obtain a reasonably balanced distribution of costs to the various elements of the total construction in the Contractor's Schedule of Values (cost breakdown) to serve as a basis for progress payments and determination of cost impact of changes. 2505 - Review and Approval of Schedule of Values • Review cost breakdown by comparison to Engineer's Opinion of Probable Construction Cost back-up file. • Notify Contractor of acceptance/rejection noting exceptions to obvious or apparent areas of unbalanced costs. • Meet with OWNER and Contractor to reconcile disputed areas of apparent unbalanced costs. • Document reconciliation of disputed items. 2510 - Review and Process Application for Payment • 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 which do not have approved Shop Drawings and/or proper invoices; and Reduction of value for partially completed items claimed as complete. Retum 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 application for payment and, if appropriate, advise Contractor to submit the required number of copies. • Execute completed application for payment indicating amount recommended for payment and transmit to OWNER for processing of payment. EXHIBIT B — SCOPE OF SERVICES • Review progress of corrective action on punch list items and periodically update and re -issue. 2615 - Issue Certificate of Substantial Completion and Punch List • Review the findings of the substantial completion observation with OWNER and jointly determine the status of the Work. • Address comments from either OWNER or the Contractor regarding the tentative date of substantial completion or the punch list. 2625 — Not Used 2630 - Review Final Completion Submittal • Verify submittal of all required documents. • Review for completeness and compliance with Contract provisions. • Notify OWNER and Contractor of date of final observation. • Determine if OWNER requires (or is required by State Statute) Lien Waivers and Consent of Surety. 2635 - Conduct Final Completion Observation • Schedule the final observation date and notify the Contractor and OWNER. • Assemble the various final completion submittal documents for the final observation meeting and review them with the various parties. • Conduct the final observation. 2640 - Recommend Final Payment • Finalize all Project costs and determine the final adjusted amounts for construction as well as reimbursements for engineering services owed to OWNER by the Contractor. • Obtain Contractor's signature on any required Contractor's Certification or Affidavits. • Process and sign Final Application for Payment. • Prepare transmittal letter indicating recommendation for Final Payment and stating whether or not Engineer is aware of any outstanding issues that preclude issuance of Final Payment. MeetingslTravel: • Local travel. Task Deliverables: • Substantial completion checklist. • Three (3) CD ROM and six (6) hard copies of Record Drawings. • Written notification of deficiencies that must be remedied before proceeding with substantial completion. • Substantial completion punch list. • Certificate of Substantial Completion. • Written notification of date of final observation. • Written notification of date and time of final observation. • Recommendation for final payment. • Copy of final storage records for Project documentation stored by HDR. • Three (3) hard copies of specific Project information specifically requested by OWNER for its files. For information submitted to OWNER, three (3) hard copies will be provided. EXHIBIT B — SCOPE OF SERVICES Key Understandings and Assumptions: • Only one substantial completion and one final observation is anticipated. Information and Services Provided by Others: • Participation in substantial completion observation. • Participation in final completion observation. ADDENDUM TO EXHIBIT D Fee Schedule The changes to the fee schedule for this project are as follows: EXHIBIT D - FEE SCHEDULE Project Name: CR 122 (Red Bud Lane) HDR Engineering, Inc. N D N 0 O 0 0 V a CI IS w CO N w c0 ri tri 0 Nr N M ssificatlons CADD V' N H CD W !- for the CIa Senior Engineer V' E 7 O = PM V N N M Project Principal Per Diem Services (Task 1 - Revise Storm Sewer Plans to Accommodate new Red Bud Phase II Storm Sewer System (Task 2 - UPRR Coordination and Scheduling I Monthly Meetings (6 Total) Coordination of Agreement, review of agreement, and coordination of the UPRR Signal Installations GRAND TOTAL NOT-TOEXCEED PER DIEM SERVICES $215,370 EXHIBIT D - FEE SCHEDULE J 3 W 0 tem a 0 F V% 0^ 0 0 q 4 W 0 N O_ H O F ID fications m m L U co coa I Hours for the Classi 2 a a Q c as Per Diem Services 'Task 3 - Scheduling Services Review of Contractor's Construction Schedule & Review of Monthly Updates (First 2 Months Only) EXHIBIT D - FEE SCHEDULE Project Name; CR 122 (Red Bud Lane) HDR Engineering, Inc. C 0 O 0 CO U o CA N69 CO N CO 0 v (9 0 fa 0 CU co" 69 0 v 0 C9 0 v Co f9 `r' r M 0 49 F 88 1032 220 80 `" ns U •Q m a� v cg 00 0 80 urs for the Classificatio Senior Engineer N 0 ,- in M C(V PM CO sr CO 0 0 00 0 2 Project Principal Per Diem Services Task 4 - Construction Administration and Management Project Management Pre -Con Meetings Submittal Administration Construction Observation and Administration Construction Administration (RFI's, FCC's, etc.) Measurement and Payment Administration Project Close-out Direct Expenses Truck Expenses ($1100/Month at 6 1/2 Months) General Office Supplies including printing Nl ana a3 C) a) 0 a) J m N DATE: November 2, 2006 SUBJECT: City Council Meeting - November 9, 2006 ITEM: *11.C.3. Consider a resolution authorizing the Mayor to execute a Supplemental Agreement #5 with HDR Engineering, Inc. for engineering services for Red Bud Lane (CR 122) from CR 123 to US 79. Department: Transportation Services Staff Person: Thomas G. Martin, P. E., Director of Transportation Services Justification: This Supplemental Contract is for the construction inspection and engineering services for the duration of construction activities for the Red Bud Lane (CR 122) Bridge Project. Funding: Cost: Source of funds: $215,370 4B -RR Transportation Development Corp Outside Resources: HDR Engineering, Inc. Background Information: In August, 2005, the City Council approved an Advance Funding Agreement with TxDOT to replace the existing 2 -lane bridge on Red Bud Lane (CR 122) with a new 4 -lane bridge. Ninety percent of the cost of the new bridge is being provided by the FHWA through TxDOT. It is necessary for the City to conduct an environmental assessment for Brushy Creek in this area to receive FHWA funding. Public Comment: N/A EXECUTED DOCUMENT FOLLOWS STATE OF TEXAS COUNTY OF WILLIAMSON SUPPLEMENTAL AGREEMENT NO. 5 TO AGREEMENT FOR ENGINEERING SERVICES FIRM: HDR Engineering, Inc. ("Engineer") ADDRESS: 4401 Westgate Blvd., Austin, TX 78745 PROJECT: Red Bud Lane (CR 122) from US 79 to CR 123 This Supplemental Agreement No. 5 to Agreement for Engineering Services is made by and between the City of Round Rock, Texas, hereinafter called the "City" and HDR Engineering, Inc., hereinafter called the "Engineer". WHEREAS, the City and Engineer executed an Agreement for Engineering Services, hereinafter called the "Agreement", on the 22nd day of January, 2004 for Red Bud Lane (CR 122) from US 79 to CR 123, for the sum of $249,363.00; and WHEREAS, on the 14th day of October, 2004, the City and Engineer executed Supplemental Agreement No. 1 to amend the Agreement to modify the provisions for the scope of services, to increase the compensation by $41,255.00 to a total of $290,618.00, and to modify the provision for notices to proceed; and WHEREAS, on the 13th day of January, 2005, the City and Engineer executed Supplemental Agreement No. 2 to amend the Agreement to modify the provisions for the scope of services, to increase the compensation by $21,872.00 to a total of $312,490.00; and WHEREAS, on the 9th day of June, 2005, the City and Engineer executed Supplemental Agreement No. 3 to amend the Agreement to modify the provisions for the scope of services and to increase the compensation by $7,242.00 to a total of $319,732.00; and WHEREAS, on the 1st day of December, 2005, the City and Engineer executed Supplemental Agreement No. 4 to amend the Agreement to modify the provisions for the scope of services and to increase the compensation by $23,643.00 to a total of $343,375.00; and WHEREAS, it has become necessary to amend the Agreement to modify the provisions for the scope of services and to increase the compensation by $215,370.00 to a total of $558,745.00; and NOW THEREFORE, premises considered, the City and the Engineer agree that said Agreement is amended as follows: Supplemental Agreement Hdr-redbud3; STO2REDBD; 105722 i2 -04,-11-09-1)C3 Rev.03/02/04 64836 I. Article 2, Scope Of Services To Be Performed By Engineer and Exhibit B, Services To Be Performed By The Engineer shall be amended as set forth in the attached Addendum To Exhibit B. II. Article 4, Compensation and Exhibit D, Fee Schedule shall be amended by increasing by $215,370.00 the lump sum amount payable under the Agreement for a total of $558,745.00, as shown by the attached Addendum to Exhibit D. IN WITNESS WHEREOF, the City and the Engineer have executed this Supplemental Agreement in duplicate. HDR ENGINEERING, INC. /c4''4. Jo_ t5.— OG Date CITY OF By: N, xwell 1 ayor 11-oq-occ Date Supplemental Agreement Hdr-redbud3; STO2REDBD; 105722 2 N L. Steph . L. Sheets, City Attorney Rev.03/02/04 64836 ADDENDUM TO EXHIBIT B Services to be Provided by the Engineer The changes to the scope of this project are as follows: EXHIBIT B — SCOPE OF SERVICES TASK 3 - SCHEDULING SERVICES SCOPE STATEMENT AND OBJECTIVE This Scope of Services is for HDR Engineering, Inc. ("HDR") to provide engineering and construction contract administration services ("Services") to the Owner ("OWNER') related to the Projects ("Projects"). SCOPE OF SERVICES HDR will assist OWNER with ongoing Project implementation by conducting the following tasks: TASK SERIES 2200 - SCHEDULE ADMINISTRATION Objective: Obtain, through the Contractor, a detailed construction schedule that meets the Contract Document requirements and is useful for monitoring construction progress throughout the Project. HDR Activities: 2205 - Review and Approval of Initial Construction Schedule • Review schedule for major elements of the Project and for conformance to any specified schedule sequences and completion dates. • Notify Contractor with acceptance or rejection noting deficiencies and requesting correction of them and re -submittal. • Meet with OWNER and Contractor to reconcile disputed schedule deficiencies and document reconciliation of disputed deficiencies. 2215 - Review Actual Construction Against Schedule Status • 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 revised schedule indicating the means of regaining schedule losses. Task Deliverables: • Written rejection or acceptance of Initial schedule. • Monthly construction progress reports for first 2 months of Construction • Written notification of schedule deficiencies. For information submitted to OWNER, three (3) hard copies will be provided. Key Understandings and Assumptions: • HDR is not responsible for the detailed planning, sequencing and scheduling of the construction. Information and Services Provided by Others: EXHIBIT B — SCOPE OF SERVICES • HDR is not responsible for the Contractor's failure to execute the approved schedule. • Timely input on schedule modifications and adjustments by OWNER throughout the contract period. EXHIBIT B — SCOPE OF SERVICES TASK 4 - CONSTRUCTION ADMINISTRATION AND MANAGEMENT SCOPE STATEMENT AND OBJECTIVE This Scope of Services is for HDR Engineering, Inc. ("HDR") to provide engineering and construction contract administration services ("Services") to the Owner ("OWNER") related to the Projects ("Projects"). • HDR's fee schedule is based on a construction duration of 30 weeks as specified in the construction documents. Construction durations in excess of this time will require a supplemental agreement for the extra time required for field observation. • HDR's fee schedule is based on a field representative in the field an average of 40 hours per week as required by actual construction times and operations and a Senior Construction Engineer an average of 8 hours per week for the duration of the 30 week construction schedule. Construction observation services in excess of this time will require a supplemental agreement for the extra time required for field observation. SCOPE OF SERVICES HDR will assist OWNER with ongoing Project implementation by conducting the following tasks: TASK SERIES 100 - PROJECT MANAGEMENT Objective: Provide management activities over Project duration including planning, organizing and monitoring Project team activities. HDR Activities: 110 - Team Management and Project Control • Resource management and allocation based on Project schedules and activities. • Budget and invoice management. Meetings/Travel: • Local travel. Key Understandings and Assumptions: • HDR's Project Manager will be responsible for coordinating management activities. • A Project kickoff meeting will be held to introduce OWNER and HDR staff, outline Project goals, overall timetable and communicate Project vision. • OWNER will consolidate all comments on the Project Guide and present them for discussion and resolution at a single meeting with HDR representatives. • An average of 1 meeting per month is assumed. Construction phase meetings are not addressed under this Task Series. • Quality audits are assumed to be conducted on a three-month (3) basis. • For the purpose of this Scope of Services, local travel is defined as travel in the Round Rock and Project site areas. Information and Services Provided by Others: TASK SERIES 2000 - Objective: HDR Activities: Meetings/Travel: Task Deliverables: Key Understandings and Assumptions: EXHIBIT B — SCOPE OF SERVICES • HDR will produce and distribute meeting minutes for the meetings defined in this Task Series. • OWNER personnel will review required standards with HDR as a preliminary activity to development of the Project Guide and provide HDR with comments for final Guide development. • OWNER to provide all available technical standards information and response to questions posed by HDR in a timely manner. • OWNER will endeavor to provide a minimum of 48 hours prior notice for meetings identified in this Task Series. MEETING ADMINISTRATION Conduct and document construction phase meetings in order to facilitate effective Project communications. 2005 - Preconstruction Conference • Identify with OWNER and Contractor the parties to be included in the meeting. • Notify all parties as to the time and place of the meeting. Provide preliminary agenda for attendee input. • Prepare final meeting agenda and produce copies for all expected participants for distribution at meeting. • Prepare meeting place and provide for meeting documentation. • Incorporate meeting discussions in final preconstruction meeting minutes. • Distribute meeting minutes to all persons in attendance and to parties on meeting notice list not in attendance. 2010 — Weekly Construction Meetings • Provide standard formats for meeting agenda, notes and attendance rosters to promote consistent identification of meeting notes for filing and cross referencing purposes. • Establish date, place and agenda for regular construction meetings. • Determine who is to be involved and notify them of schedule. • Prepare agenda and distribute copies to those in attendance. • Conduct meetings and document discussions. • Distribute meeting minutes to all in attendance, and predetermined attendees not in attendance, within one week of meeting. • Local travel. • Preconstruction Conference Meeting notification including agenda items. • Preconstruction Conference Meeting Minutes. • Construction Meeting notification including agenda items. • Minutes of each Construction Meeting. • HDR will use its standard Construction Contract Administration forms for conducting and documenting construction phase meetings. Information and Services Provided by Others: EXHIBIT B — SCOPE OF SERVICES • One (1) Preconstruction Conference will be held per construction contract. • One (1) Construction Meeting each week. • Preconstruction Conference to be held in meeting room provided by the Owner. Construction Meetings to be held either in meeting room provided by the Owner or in Contractor provided Construction Field Office facility. • OWNER will provide appropriate representation at all Construction Meetings. EXHIBIT B — SCOPE OF SERVICES TASK SERIES 2100 - SUBMITTALS ADMINISTRATION Objective: Provide administrative and technical support for the administration, review and approval of Contractor's submittals to determine Contractor's understanding of material and equipment requirements. HDR Activities: 2105 - Review and Approval of Shop Drawing Submittal Schedule • Review Shop Drawing Submittal Schedule. • Notify Contractor of acceptance or rejection noting deficiencies and requesting correction of them and resubmittal. • Distribute copies of approved schedule to design team members responsible for Shop Drawing reviews. 2110 - General Administration of Submittals • Receive, log and distribute submittals received from Contractor to design team for review. • Provide timely review and re -distribution of Shop Drawings, miscellaneous submittals, operation and maintenance manuals and other submittal information. • Establish organized storage for samples and a tracking log for samples. 2115 - Review of Shop Drawing Status and Scheduling • Review weekly the approved submitted schedule and the actual Shop Drawing Log for comparison. • Review Shop Drawing Submittal Log in regard to requirements that all Shop Drawings must be submitted and approved prior to percent completion defined in Contract Documents • Utilize Shop Drawings Submittal Schedule as a checklist item for application for payment. • Notify Contractor of deficiencies. • Address general status of Shop Drawings at Construction Meetings. • Address Contractor's requests for Shop Drawing review of critical equipment and materials prior to his having an approved submittal schedule. 2125 - Evaluate Requests for Substitution • Assist Owner with the review of substitution requests in terms of quality, cost, constructability and secondary Project impact. • Assist OWNER in negotiating any cost or time considerations, additive or deductive, associated with a product substitution. • Should there be more than ten (10) requests for substitution, evaluate and process those substitution requests in accordance with the Additional Service Clause of the agreement. Meetings/Travel: • Local travel. Task Deliverables: • Action letter to Contractor on Schedule Acceptance or Rejection. • Scheduling Notification to Design Team Shop Drawing Reviewers. • Review comments on submittals with defined action. • Weekly Shop Drawing Status Log (Shop Drawings with Contractor). • Weekly Shop Drawing Status Log (Shop Drawings with HDR). • Written notification of Shop Drawing Schedule deficiencies. • Written response to Contractor's special requests for submittal Key Understandings and Assumptions: Information and Services Provided by Others: TASK SERIES Objective: EXHIBIT B — SCOPE OF SERVICES processing. • Written approval or rejection of substitution requests. For information submitted to OWNER, three (3) hard copies will be provided. • A maximum of 20 hours total is scoped for review of ten (10) requests for substitution that may be made by the Contractor. • It is assumed that the cost of reviewing Contractor's initial Shop Drawing submittals and one resubmittal are included in this scope. The review costs associated with any subsequent resubmittals will be paid for by the Contractor. • Detailed review of submittals/shop drawings for agreement or conformance with design and specification details is outside of the scope of this proposal. Detailed review should be provided by designer(s). None. 2300 - CONSTRUCTION OBSERVATION HDR Activities: Observe, record and report the Contractor's work progress to determine the work is in general conformance with the requirements of the Contract Documents. Document activity observed making note of deficiencies and any issues requiring resolution. 2302 - General Construction Observation • Obtain and file daily Contractor summary sheets defining specified work completed and Contractor work force figures. • Monitor construction activity to verify conformance with Contract Documents and document activities and observations. • Record weather condition information. • Record Requests for Interpretation of Contract Documents provisions. • Note construction deficiencies and punch list items. • Generate photographic or video documentation. (See Task 2324). 2304 - Site Conditions Review • Periodically review overall condition of site for excessive construction debris or erosion, and proper drainage and access • Periodically review protection provisions for existing structures, piping, trees and other items designated to be protected. • Document deficiencies and notify the Contractor. 2306 - Structural Subgrade Review • Review work and coordinate soil engineer and/or testing lab visits for subgrade verification. • Review work to verify no foundations or structural slabs on grade are recommended for payment if concrete placement is made without written soils lab approval of subgrade condition. 2308 - Coordinate and Review Soils Testing EXHIBIT B — SCOPE OF SERVICES • Establish communication of test result procedures and protocols with testing service and Contractor. • Review all test results submitted to verify compliance with specified requirements and maintain Project Log. • Verify areas of failing compaction are corrected to specified criteria. • Review soils testing lab invoice to avoid OWNER being charged for failing tests. Issue payment recommendations to OWNER. 2310 - Coordinate and Review Concrete Testing • Review concrete mix design with the Structural Engineer and Contractor to establish specification compliance relative to addition of water to concrete on site. • Monitor sampling program to verify correct number of cylinders are taken as called for in the specifications. • Review field data to verify other items such as slump, air entrainment and special admixtures are in accordance with the Contract Documents. • Review each failing compressive strength test to determine structural implications and course of corrective action required. • Notify Contractor of subsequent testing which is required. 2314 - Stored Materials/Equipment Review • Coordinate with Contractor to facilitate review of major items prior to unloading and storage. • Regularly review Contractor's storage areas to determine compliance with the Contract Documents. • Notify the Contractor of any damaged or improperly stored materials. • Adjust payments properly for damaged or improperly stored equipment. 2322 - Design Discipline Site Visitations • Coordinate and conduct design discipline site and other visitations. • Follow-up of any site deficiencies noted by design team members. • In the event of visitation by regulatory officials, follow up with telephone contact to get their impressions and comments. • For special visitations, arrange that proper persons representing the various interested parties are present. 2324 - Coordinate Project Photo and Video Documentation • Develop and maintain a logging system to enable easy retrieval of visual information. • Video or photo document construction activities as deemed appropriate. 2328 - Record Drawing Review • Review monthly status of as -recorded drawings. Refer to Field Order and CPR Logs to identify areas of construction revision. • Notify Contractor in a timely fashion of noted deficiencies. • Provide follow-up to verify Contractor brings as -recorded drawing status up-to-date. • Continually note items as they are noticed during regular field observation duties for inclusion on monthly as -recorded updates. • Report general status at Project meetings. EXHIBIT B — SCOPE OF SERVICES 2330 - Develop a Progressive List of Items Requiring Correction • Monitor construction throughout the Project duration and identify deficient items. • Provide Contractor with an updated list at monthly construction meetings. • As deficiencies are corrected, revise the list by deleting corrected items. • Distribute the deficiencies list updates to authorized parties. • Utilize list to aid in identifying retainage amounts near Project completion. 2340 - OWNER Notification of Accident Damage/Injury • Maintain communications with Contractor's superintendent to encourage prompt notification of accidents. • Require lost -time accident reports at construction meetings. • Upon observation or notification of an accident, take photographs and/or videotape of accident scene, make written notes and notify OWNER and HDR Project Manager. Meetings/Travel: • Local travel. Task Deliverables: Key Understandings and Assumptions: • Daily Field Report. • Monthly Construction Progress Report. • Notice of Non -Compliance Reports • Monthly Project Status Report. • Distribution protocol for testing service. • Written recommendation for soils testing payment. • Written notification of out -of -specification concrete and need for subsequent testing or corrective action. • Written notification of damaged or improperly stored materials with adjustment to payment. • Documentation of site visitation in Project Log. Field reports documenting results of field visitation. • Photo/video documentation of construction activities accessible without an organized retrieval system. • Written notification of deficiencies in Record Drawings. • Monthly punch list of work. • Documentation of accident damage/injury. • Certificate of Substantial Completion. For information submitted to OWNER, three (3) hard copies will be provided. • HDR will use its standard Construction Contract Administration forms for documenting construction observation and observation activities. • HDR's fee schedule is based on an assumed construction duration of 30 weeks. Construction durations in excess of this time will require a supplemental agreement for the extra time required for field observation. • HDR's fee schedule is based on a field representative in the field an average of 40 hours per week as required by actual construction times and operations and a Construction Engineer an average of 8 Information and Services Provided by Others: TASK SERIES 2400 ADMINISTRATION Objective: HDR Activities: EXHIBIT B — SCOPE OF SERVICES hours per week for the duration of the 30 week construction schedule. Construction observations services in excess of this time will require a supplemental agreement for the extra time required for field observation. • HDR will not supervise, direct or control Contractor's forces. • HDR's construction observation will not be exhaustive and is not intended to be sufficient enough to prevent Contractors from failing to perform work in accordance with contract requirements. HDR will act to have defective work corrected by the Contractors when HDR is aware defective work exists. • HDR will manage a maximum of 1 construction observers to provide construction observation at the site of the Work, and will not be required to assign personnel to this Task to the extent that a construction observer is present on site at all times a Contractor is working. • HDR will not provide equipment for or conduct the testing of soils and soils compaction, concrete sampling and testing or other construction materials sampling and testing. • OWNER to provide any special protocol to be used when non - construction related personnel visit the site. - CONTRACT INTERPRETATIONS AND MODIFICATIONS Provide timely reviews and responses to Contractor requests for interpretations or information and proposed modifications identified by the Contractors, OWNER or HDR design and construction observation team. 2405 - Coordinate Interpretations Review • Receive, log and distribute Requests for Information (RFI) to appropriate design team members for response. • Review and respond to RFI's. • Receive design team responses, log and distribute to Contractor. • Prepare and issue response letters, Field Orders (FO's) or Change Proposal Requests (CPR's) as required. 2410 - Administration of Changed Work. • Initiate necessary changes in the form of CPR's. • Review costs presented on CPR's by Contractor. Assist OWNER with negotiation of final pricing as required. • Review all CPR items and negotiated costs with OWNER for OWNER's approval. • Assemble approved CPR's periodically into Change Orders (CO's). Include justification documents with each CO. • Track CPR's and CO's through Contractor's acceptance, OWNER's acceptance, Engineer's signature and OWNER executive action. • Maintain current status log of all CPR's and CO's. • For minor changes involving no cost and no time changes, issue FO's. • Review as -recorded drawings to verify changes in work are reflected as applicable. EXHIBIT B — SCOPE OF SERVICES • Review pay requests to verify CO items are broken out and that payment is not made until work is complete. 2415 - Coordinate and Issue Field Orders (FO's) • Prepare technical description of the FO. • Route FO through established clearinghouse for numbering, logging and issuance to the Contractor. • Obtain a copy, executed by the Contractor, and route copies to the appropriate Project files. 2420 - Coordinate and issue Change Proposal Requests (CPR's) • Collect technical information and evaluate proposed change. Prepare technical description of the CPR using necessary graphic details and specifications. • Prepare Engineer's Opinion of Cost and evaluation of impact on Contract Time. • Route the CPR through established clearinghouse for numbering, logging and issuance to the Contractor for pricing. • Route copies to the appropriate Project files. • Follow and report the status of CPR's using logs that track the dates of: - Retum from the Contractor with pricing; - Engineer's review and recommendation of pricing; and, - OWNER's acceptance. • Assist OWNER with negotiations of cost and time. 2425 - Work Change Directives (WCD's) • Evaluate field activities to determine need for issuance of Work Change Directive when necessary to expedite extra work on a time and materials basis. • Observe time and material work and reconcile costs with Contractor on a daily basis. • Finalize WCD's in an appropriate Change Order when associated work is complete. 2430 - Change Orders (CO's) • Identify with the OWNER's designated representative the combining of CPR's strategy and the timing of Change Orders. • Update CPR and Change Order Logs and provide status reports tracking the execution of Change Orders. • Monitor Contractor progress payment applications to allow payment only for executed Change Orders. Meetings/Travel: • Local travel. Task Deliverables: • Written responses to RFI's. • Monthly summary of RFI processing and status. • Field Orders. • Monthly summary of Field Order status. • Change Proposal Requests (CPR). • Estimates of cost and time for each CPR. • Monthly summary of CPR status. • Work Change Directives. • Change Order prepared for execution by Contractor and OWNER. Key Understandings and Assumptions: Information and Services Provided by Others: TASK SERIES 2500 - Objective: HDR Activities: EXHIBIT B — SCOPE OF SERVICES • Monthly summary of Change Order status. For information submitted to OWNER, three (3) hard copies will be provided. • HDR will use its standard Construction Contract Administration forms for documenting contract interpretation and modification activities. • Distribution and numbers of various change documents will be determined at the Preconstruction Conference. • Engineering and design tasks required to develop Change Proposal Requests (CPR's) for issuance to contractor is not part of this scope. These tasks to be performed by design engineering staff under separate scope. • Timely, organized review and execution of changed work documents. MEASUREMENT AND PAYMENT ADMINISTRATION Obtain a reasonably balanced distribution of costs to the various elements of the total construction in the Contractor's Schedule of Values (cost breakdown) to serve as a basis for progress payments and determination of cost impact of changes. 2505 - Review and Approval of Schedule of Values • Review cost breakdown by comparison to Engineer's Opinion of Probable Construction Cost back-up file. • Notify Contractor of acceptance/rejection noting exceptions to obvious or apparent areas of unbalanced costs. • Meet with OWNER and Contractor to reconcile disputed areas of apparent unbalanced costs. • Document reconciliation of disputed items. 2510 - Review and Process Application for Payment • 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 which do not have approved Shop Drawings and/or proper invoices; and 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 application for payment and, if appropriate, advise Contractor to submit the required number of copies. • Execute completed application for payment indicating amount recommended for payment and transmit to OWNER for processing of payment. Meetings/Travel: Task Deliverables: Key Understandings and Assumptions: Information and Services Provided by Others: EXHIBIT B — SCOPE OF SERVICES • Distribute executed copies as established in preconstruction conference minutes. • Monitor total payments to adjust retainage amounts as specified in the Contract Documents. • As Project nears completion, and at OWNER's direction, adjust retainage from fixed percent to only enough retainage to provide for work completion. • Local travel. • Written review comments of Schedule of Values as required until schedule is acceptable. • Written review comments of each Application of Payment as required until each payment is acceptable. • Recommendation for OWNER payment. For information submitted to OWNER, three (3 hard copies will be provided. None. • Timely execution of Contractor payment. • OWNER input for resolution of disputed items on Contractor's pay requests. TASK SERIES 2600 - PROJECT CLOSEOUT Objective: HDR Activities: Conduct an orderly and properly documented Project closeout. 2605 - Review Substantial Completion Submittal • Receive and review Contractor's required substantial completion submittal and determine if Project is ready for substantial completion observation. • Develop substantial completion submittal checklist. • Verify submittal of all required documents. • Review Contractor Record Drawings. • Perform drafting of Record Drawing revisions on reproducible set and transmit to OWNER. • Review other substantial completion submittal documents for completeness and compliance with Contract provisions. • Schedule substantial completion observation. 2610 - Conduct Substantial Completion Observation • Notify design team members of date or substantial completion observation. • Notify OWNER's designated representative of the date of the substantial completion observation. • Prepare and distribute the punch list format to the parties conducting the observation. • Compile the punch list, review with OWNER and transmit to the Contractor. EXHIBIT B — SCOPE OF SERVICES • Review progress of corrective action on punch list items and periodically update and re -issue. 2615 - Issue Certificate of Substantial Completion and Punch List • Review the findings of the substantial completion observation with OWNER and jointly determine the status of the Work. • Address comments from either OWNER or the Contractor regarding the tentative date of substantial completion or the punch list. 2625 — Not Used 2630 - Review Final Completion Submittal • Verify submittal of all required documents. • Review for completeness and compliance with Contract provisions. • Notify OWNER and Contractor of date of final observation. • Determine if OWNER requires (or is required by State Statute) Lien Waivers and Consent of Surety. 2635 - Conduct Final Completion Observation • Schedule the final observation date and notify the Contractor and OWNER. • Assemble the various final completion submittal documents for the final observation meeting and review them with the various parties. • Conduct the final observation. 2640 - Recommend Final Payment • Finalize all Project costs and determine the final adjusted amounts for construction as well as reimbursements for engineering services owed to OWNER by the Contractor. • Obtain Contractor's signature on any required Contractor's Certification or Affidavits. • Process and sign Final Application for Payment. • Prepare transmittal letter indicating recommendation for Final Payment and stating whether or not Engineer is aware of any outstanding issues that preclude issuance of Final Payment. Meetings/Travel: • Local travel. Task Deliverables: • Substantial completion checklist. • Three (3) CD ROM and six (6) hard copies of Record Drawings. • Written notification of deficiencies that must be remedied before proceeding with substantial completion. • Substantial completion punch list. • Certificate of Substantial Completion. • Written notification of date of final observation. • Written notification of date and time of final observation. • Recommendation for final payment. • Copy of final storage records for Project documentation stored by HDR. • Three (3) hard copies of specific Project information specifically requested by OWNER for its files. For information submitted to OWNER, three (3) hard copies will be provided. EXHIBIT B — SCOPE OF SERVICES Key Understandings and Assumptions: • Only one substantial completion and one final observation is anticipated. Information and Services Provided by Others: • Participation in substantial completion observation. • Participation in final completion observation. ADDENDUM TO EXHIBIT D Fee Schedule The changes to the fee schedule for this project are as follows: EXHIBIT D - FEE SCHEDULE Project Name: CR 122 (Red Bud Lane) HDR Engineering, Inc. C l9 N 0 O 0 F- O 0 0 a N' 49 0 of 00 N $3,840 l 0 1.6 69 0 Vim' N M ssifications 0 24 0 0 0 F CO W,- for the Cia Senior Engineer .4- E E PM 0 0 = a N N M Project Principal Per Diem Services 'Task 1 - Revise Storm Sewer Plans to Accommodate new Red Bud Phase II Storm Sewer System 'Task 2 - UPRR Coordination and Scheduling Monthly Meetings (6 Total) Coordination of Agreement, review of agreement, and coordination of the UPRR Signal Installations GRAND TOTAL NOT-TOEXCEED PER DIEM SERVICES $215,370 EXHIBIT D - FEE SCHEDULE Project Name: CR 122 (Red Bud Lane) Consultant: HDR Engineering, Inc. V) H O U $10,240.00 I a N o T.; Oc,0 1— to5 O = W V w 'a3 m m • U 0 y cp 1 Hours for the Classi Wd Project Principal Per Diem Services Task 3 - Scheduling Services Review of Contractor's Construction Schedule & Review of Monthly Updates (First 2 Months Only) EXHIBIT D - FEE SCHEDULE Project Name: CR 122 (Red Bud Lane) HDR Engineering, Inc. C 0 0 1— N 0 0 1, c; N 0 CO toc°Do H 0 f9 $10,440 $115,240 I 0 N HEA 0 CO 0 v CO V3 LO0 fA fA O0 F DI 88 DI c+) o 0O N Co co r r Hours for the Classifications Project Rep. v m CO a, s— 0 Tr 80 Senior Engineer N 120 I co M N d m v m m co co Project Principal Per Diem Services Task 4 - Construction Administration and Management Project Management Pre -Con Meetings Submittal Administration Construction Observation and Administration Construction Administration (RFI's, FCC's, etc.) Measurement and Payment Administration Project Close-out Direct Expenses Truck Expenses ($1100/Month at 6 1/2 Months) General Office Supplies including printing