HomeMy WebLinkAboutEDB WWTP Organizational Evaluation SA No. 6 with CDM EXECUTIVE SUMMARY
AGENDA ITEM:
Proposed Supplemental Agreement No. 6 to Professional Engineering Services Agreement 18/19 No. 3
to provide Professional Engineering Services with CDM Smith, Inc. (CDM) for Wastewater Treatment
(WWT) Department Evaluation
Date: August 11, 2022
BACKGROUND:
CCUA staff requests approval to engage CDM for an evaluation of the WWT Department.We coordinated
the development of a scope of services with CDM similar to the evaluation completed with the Water
Treatment Department. CDM will evaluate current standard operating procedures (SOPs), Key
Performance Indicators (KPIs) and use of CCUA's Asset Management System.
Mr.Richard Newberg is a Senior Operations Management Specialist at CDM with 30+years of experience
in water and wastewater utilities management, operations, and maintenance activities. He holds a Class
"A"water and Class "A"wastewater treatment plant operator certification in Florida. Mr. Newberg has a
wealth of information and a unique perspective from assisting many utilities worldwide. He has provided
facility startup, standard operating procedures development,training, and asset management for water and
tz wastewater facilities. Mr. Newberg will serve as an extension of staff on a part-time and temporary basis
a to assess the needs and recommend improvements in the Wastewater Department.
a
o Mr. Newberg will evaluate business practices to maximize organizational effectiveness and recommend
changes that achieve targeted, measurable improvements. His evaluation will identify gaps in operations
3 and maintenance responsibilities, communication/coordination, process workflows, standardization,
documentation, performance measures, staff development and training, health safety and security,
re employee management, reporting requirements, and work order management.
BUDGET:
CCUA staff planned for the evaluation within the Wastewater Department operations budget. Staff
considers the fee of$66,960 reasonable and competitive for the scope of services provided.
RECOMMENDATION:
Staff respectfully requests approval of Supplemental Agreement No. 6 with CDM Smith, Inc., for the
Wastewater Treatment Department Evaluation.
ATTACHMENTS:
Supplemental Agreement No. 6
Scope and Fee Proposal dated July 5, 2022
Mr. Richard Newberg's Resume
//JDJ(Author)
//TLS&AB (Review)
//JDJ(Final)
Supplemental Agreement No. 6 to Professional Engineering Services Agreement
18/19 No. 3 to provide Professional Engineering Services for WWT Department Evaluation
with CDM Smith,Inc.
Engineer: Shayne Wood, P.E. Owner: Clay County
CDM Smith, Inc. Utility Authority
4651 Salisbury Road, Suite 420
Jacksonville, FL 32256
Date: August 16, 2022
Item: Description of Services:
Provide professional engineering services as
requested and identified in the attached scope of
services and fee proposal.
Total Lump Sum Price Not to Exceed Without Prior Authorization $66,960.00
This document, along with the Scope and Fee Proposal dated July 5, 2022, shall become an amendment
to the Professional Engineering Services Agreement and all provisions of the Agreement will apply
hereto.
Accepted by: Date:
Engineer:
Shayne Wood, P.E.
CDM Smith, Inc.
Accepted by: Date:
Owner:
Jeremy Johnston, P.E., MBA,
Executive Director
Clay County Utility Authority
CDM
Smith
4651 Salisbury Road,Suite 420
Jacksonville,Florida 32256
tel: 904-731-7109
July 5,2022
Ms.Teri Shoemaker
Chief Operations Officer
Clay County Utility Authority
3176 Old Jennings Road
Middleburg, Florida 32068
Subject: Civil and Environmental Continuing Services
Supplemental Agreement No.6 to RFQ 18/19 NO.3
Wastewater Treatment Department Operational Evaluation
Dear Ms.Shoemaker:
CDM Smith is pleased to submit this proposal to assist The Authority with an operational
to evaluation of the Wastewater Treatment Department.
The Scope of Services and Budget are enclosed for your review.
Sincerely, Approved by:
0 .6a 1)0 (S-621 _›0\ettkiL 444
Lisa M.Sterling,P.E.,BCEE,PMP Shayne Wood,P.E., BCEE,PMP
Associate Environmental Engineer Vice President
CDM Smith Inc. CDM Smith Inc.
WATER+ENVIRONMENT+TRANSPORTATION+ENERGY+FACILITIES
CLAY COUNTY UTILITY AUTHORITY
CIVIL AND ENVIRONMENTAL CONTINUING SERVICES
RFQ 18/19 NO.3
July 5, 2022
SUPPLEMENTAL AGREEMENT NO. 6
Wastewater Treatment Department Operational Evaluation
This Authorization, when executed, shall be incorporated in, and become part of the Agreement for
Professional Services between Clay County Utility Authority(AUTHORITY), and CDM Smith Inc.
(CONSULTANT), dated May 28, 2019 hereafter referred to as the Contract.
BACKGROUND
Clay County is experiencing transformational population growth which will require improvements to the
existing utility infrastructure and organization.To maintain the desired level of service to its existing
customers and prepare for projected demand growth for services, the AUTHORITY is undertaking a
series of tasks to assess its internal reporting relationships and implement some process improvements.
Under a separate work order, CONSULTANT is conducting strategic planning activities.To supplement
that effort, the AUTHORITY will be conducting a review of each of its major business units and has
requested an assessment of the Wastewater Treatment Department operations about Leadership,
to Safety, Communication, Coordination, Process Workflows, Standardization, Documentation, Reporting,
Performance Measures, and Staff Development and Training.
SCOPE OF SERVICES
The following tasks describe the scope of services to perform an organizational evaluation of the
Wastewater Treatment Department for the AUTHORITY.
TASK 1—WASTEWATER TREATMENT PLANT DEPARTMENT EVALUATION
CONSULTANT will provide a Florida-licensed Wastewater Treatment Plant Operator to conduct an
organizational evaluation of the AUTHORITY's Wastewater Treatment Department. The organizational
evaluation will evaluate business practices to maximize organizational effectiveness and recommend
changes that achieve targeted, measurable improvements.The evaluation will include the following
subject areas:
• Operation and Maintenance Responsibilities
• Training and Certification Programs
• Treatment Processes and Equipment
• Health Safety and Security
• Reporting Requirements
• Work Order Management
Evaluation activities will include the following potential activities:
• General Data Gathering
o Interviews (6 Wastewater Chiefs and 1 Superintendent)
o Site visits
o Operating policies and procedures
o Organizational charts and job specs
o Outsourced work, contracts over$100,000
• Review of Organizational Features
o Structure
o Leadership structure
o Staff level
o Shift coverage
o Staff mix
o Workforce statistics
o Succession planning
• Review Operations and Maintenance Procedures Against Industry Standards
o Which exist
o Are they up to date?
o Are they accurate?
o Are they used?
o What are missing
o Are they sustainable (Integrated Electronic Technical Manuals)?
• Review Information Technology Systems
to o Cartegraph
o GIS/As-builts
o Data collection
• Training Program Review
o Certification requirements
o Training material content
o Training records
o Training frequency
CONSULTANT will provide AUTHORITY with written assessment of the Wastewater Treatment
Department performance and recommendations for organizational improvements in the form of a
technical memorandum.The technical memorandum will include identifications of project components
(Employee responsibilities,training, health, safety, security, equipment, employee management, etc.) as
well as recommendations for each major program area.
TASK 2—PROJECT AND QUALITY MANAGEMENT
Activities performed under this task consist of those general functions required to maintain the project
on schedule, within budget, and that the quality of the work products defined within this scope of
services is consistent with CONSULTANT's standards and AUTHORITY's requirements. Specific activities
include project quality review of deliverables, and general administration of this Supplemental
Agreement.
ASSUMPTIONS
1. The interview and questionnaire results will be reported in aggregate to protect confidentiality.
2. For budgeting purposes,three days of site visit per week for a total of eight weeks (up to 200
labor-hours).
TIME OF COMPLETION/SCHEDULE
It is anticipated that the work will take 24 weeks to complete, starting within two weeks of receipt of a
formal notice to proceed (NTP).The technical memorandum will be delivered within four weeks of the
conclusion of field activities.
COMPENSATION AND PAYMENT
CONSULTANT will complete the work described in in this Supplemental Agreement on a time and
materials basis not to exceed $66,960. Invoices will be submitted monthly based on labor hours at the
contractual billing rate plus other direct costs, as shown in Exhibit A. This upper limit will not be
exceeded without prior written authorization by the AUTHORITY.
to
EXHIBIT A
CONTRACT FEE SUMMARY
CLAY COUNTY UTILITY AUTHORITY
CIVIL AND ENVIRONMENTAL CONTINUING SERVICES
Project Proposal Number
CCUA WWTF Operational Evaluation RFQ 18/19 NO.3
Name of Consultant Date of Proposal
CDM Smith Inc. 7/5/2022
Labor Costs Hourly Estimated
Billing Rate Hours TOTAL
Engineer Grade 10/Expert 255.00 2 $ 510.00
Engineer Grade 9/Senior Professional 245.00 2 $ 490.00
Engineer Grade 8/Senior PM 215.00 40 $ 8,600.00
Engineer Grade 7/Senior Engineer 184.00 - $ -
Engineer Grade 5/6/Professional Engineer 153.00 20 $ 3,060.00
Engineer Grade 3/4/Engineer 138.00 320 $ 44,160.00
Engineer Grade 2 123.00 - $ -
Engineer Grade 1 92.00 - $ -
Senior Tech Support 123.00 - $ -
Staff Technician 107.00 - $ -
Senior Field Tech 114.00 - $ -
Staff Field Tech 83.00 - $ -
Contract Administrator 123.00 5 $ 615.00
Document Control Specialist 101.00 25 $ 2,525.00
Administrative 86.00 - $ -
LABOR SUB-TOTAL 414 $ 59.960.00
DIRECT COSTS
Transportation,Per Diem and Equipment
Presentation Boards
Reproduction
MISCELLANEOUS DIRECT COSTS SUB-TOTAL $ 7,000.00
SUBCONTRACTS
SUB-CONTRACT SUB-TOTAL $
TOTAL AMOUNT OF CONTRACT $ 66,960.00
Richard K. Newberg
—
Senior Operations Specialist
Mr.Newberg has more than 30 years of environmental,utility management,operations
and maintenance(O&M),business,asset management,laboratory development,
construction experience with 18 years of global experience as a project manager. Education
During his employment with CDM Smith,he was an integral part of the team developing BS-Business
Science,University
and implementing the management,operation and maintenance initiatives in the U.S., of Maryland,2007
Europe and South Pacific with government and private entities.He has successfully used AA-Computer
his analytical and problem-solving skills to effectively train,manage and optimize utility Science,Seminole
operations staff,helped clients and contractors reach agreement on complicated Community College,
international issues.Mr.Newberg is a trainer for EPA's asset management program. 1979
City of Neptune Beach-Utility Management Support Certifications
Mr.Newberg provided utility management support when several of the City's staff left Class A Drinking
Water Treatment
unexpectedly.He managed the wastewater division and process,helped the City resolve a Plant Operator:
consent decree and worked with Public Works Director to develop the plan of action going Florida
to ensure future compliance.He developed analytical key performance indicators as part of Class A Wastewater
the plan that the remaining staff instituted. Treatment Plant
Operator:Florida
Project Management,Asset Evaluation,EURSWA/Naval Facilities Engineering and South Carolina
Command,Naval Station Rota-Spain
Class I Water
Mr.Newberg provided onsite management for teams that evaluated the water,and Operator-Georgia
wastewater systems.The work consisted of performing CCTV of gravity sewer lines,pump Class B Water
stations,water treatment system and water distribution system including leak testing. Treatment Plant
These teams were comprised of Spanish and US personnel.The final deliverable was a Operator:S.
Carolina
projected Capital Improvement Plan and work packages,GIS updates and updates to the
Navy's Asset Management Program. Class ss A Chc lysical License S.
Ministry of Environmental and Water Resources(MEWR) Singapore-Study on Cost Carolina
Efficiency of Water Facilities in Singapore Grade 4
Wastewater
MEWR NEWater utilizes wastewater a source water to make drinking water utilizing Treatment Plant
membrane technology.The NEWater system is comprised of four treatment facilities with Operator:Arizona
average size of(860,000 m3).The project examined in detail the operational costs of water Grade 2 Water
facilities in Singapore; develop cost efficiency indicators for the assessment;Benchmark Treatment Plant
water facilities both internally(across similar water facilities in Singapore)and externally operator:Arizona
(with equivalent water facilities overseas);Identify if there are areas that could potentially NASSCO-PACP,
LACP,and MACP
yield greater cost efficiency;and Provide recommendations for cost efficiency in Certified
"greenfield"plants.
EPA-"Asset
Senior Operations Specialist,(Santa Fe,New Mexico) Mr.Newberg provided onsite Management"
O&M support for the new 15 -mgd(56,781 m3) Buckman Direct Diversion Water CUPSS Certified
Trainer
Treatment System.The treatment system utilizes the Rio Grande River as the source of
water and an advanced water treatment facility.During this transition,there are
pretreatment systems,including silt removal system,at different elevations.His services
include the development of training modules,review of the facility's O&M manual and
acting as the O&M PM in his absence.
Smith
Richard K.Newberg
Senior Operations Specialist,Tampa Bay Surface Water Treatment Facility,Tampa
Bay Water,Tampa,Florida,Mr.Newberg was an integral member of the team that
developed the Startup plan,Transition plan and O&M manual for the 120-mgd(454,249
m3)Tampa Bay Surface Water Treatment Facility.Mr.Newberg provided onsite support for
the startup and commissioning of the new treatment systems at the surface water
treatment plant.
Senior Operations Specialist,(EURAFSWA Italy and Greece) -Mr.Newberg was an
integral part of a team that developed a comprehensive Asset Maintenance Program for
each treatment plant using Maximo.He entered and populated all necessary plant
equipment records to support the management of plant maintenance work using Maximo.
Mr.Newberg provided ongoing oversight of the operations,maintenance,and treatment
practices at all water and wastewater treatment plants for the Utilities Energy Manager,
Public Works Officers,and Environmental Staff at NAVFAC EURAFSWA.Mr.Newberg
identify emerging operational and compliance issues and provide analysis of possible
solutions.He provided on site-specific planning,guidance,SOPs and documentation for
trouble shooting,including testing,process modifications,and plan of action and miles
(POAM)that provides a road map for the commands to follow.
Senior Operations Specialist,Guam Waterworks Authority(GWA) -Mr.Newberg
functioned as integral participant in the Asset Management(AM) Project Team.Primary
objective is to optimize how GWA manages,operates and maintains their water and
wastewater systems.The primary job functions are the development of a comprehensive
maintenance program and implementation of a computerized maintenance management
to system (CMMS),Standard Operating Procedures and provide onsite training for the Guam
Waterworks Authority(GWA)staff.The program supports the water systems on the island
of Guam,that support the entire island population.
Experience Highlights Senior Operations Specialist,(Carrabelle,
Florida) -Mr.Newberg provided Startup and
• Optimization of automation with systems
operation commissioning services,and coordinated the
efforts of the construction team at the Carrabelle
• Commission and startup of facility
equipment and Lanark Water Treatment Plants.The two
water treatment facilities were upgraded with a
• Develop SOPs and train staff
MIOX system to remove MCLs from the ground
water wells,new SCADA system,and GAC
filtration that included the training the staff in its proper operation
Professional Activities
Member,Florida Water Pollution Control Operations Association-28 years
Member,American Water Works Association-20 years
Smith