AGENDA
SANTA MARGARITA WATER DISTRICT
ENGINEERING AND OPERATIONS
COMMITTEE MEETING
March 11, 2016
CALL TO ORDER:
8:15 a.m., Conference Room, District Office
26111 Antonio Parkway, Rancho Santa Margarita, California
COMMITTEE CHAIR:
Justin McCusker
COMMITTEE MEMBER:
Charley Wilson
1. PUBLIC FORUM
Persons wishing to address the Board of Directors on matters not listed on the Agenda may do
so at this time. “Request To Be Heard” forms are available at the entrance to the Conference
Room. Comments are limited to three minutes, unless further time is granted by the Presiding
Officer. Please submit the form to the Recording Secretary or Committee Chair prior to the
beginning of the meeting.
Those wishing to address the Board of Directors on any item listed on the Agenda should submit
a “Request To Be Heard” form to the Recording Secretary or Committee Chair before the
Presiding Officer announces that agenda item. Your name will be called to speak at that time.
2. ACTION
2.1
Consideration and Action on Construction Services for Tesoro Zone II and
Zone B Water Facilities, Rough Grading and Storm Drain Improvements,
C-1767C ...................................................................................................................... Page 3
RECOMMENDATION:
2.2
1) Approve Change Order No. 1 to MGE in the
amount of $68,540.69 for construction services; 2)
Authorize Staff to apply liquidated damages on the
MGE contract due to completion delays; 3)
Approve Change Order No. 1 to BEI in the amount
of $107,737.50 for construction management
services.
Construction Support Services for Tesoro Zone II and B Water Facilities,
Domestic and Reclaimed Water Reservoirs, C-1767E ............................................... Page 7
President, Charley Wilson
Vice President, Charles T. Gibson
Finance Committee Chair, Justin T. McCusker
Engineering Committee Chair, Saundra F. Jacobs
Director, Betty Olson
General Manager, Daniel R. Ferons
Page 1
Engineering and Operations
Committee Meeting Agenda
March 11, 2016
Page 2
RECOMMENDATIONS: Authorize a Construction Management services
contract to Butier Engineering Inc., in the amount
of $151,160.
2.3
Consideration and Action on Chiquita Water Reclamation Plant Screw Press
Installation and Grit Washer Replacement, Award of Construction Contract,
C-1241T.002 and 1241T.006 ...................................................................................... Page 29
RECOMMENDATION:
2.4
Approve the award of the construction contract for
$xxx,xxx to install two new screw presses, replace
the existing grit washer and install a tertiary filter
overflow diversion system.
Consideration and Action on Construction Services for the Palmia Recycled
Water Project, Contract C-1254C.1 ............................................................................ Page 35
RECOMMENDATION: Award contract to ______________ in an amount not to
exceed $775,000 (estimated cost).
3. INFORMATION
3.1.
Lake Mission Viejo APWTF Project Update.
3.2.
Water Supply Projects Update .................................................................................... Page 38
3.3.
Engineering Update.
3.4.
Operations Update.
ITEMS DISTRIBUTED TO THE BOARD LESS THAN 72 HOURS PRIOR TO MEETING
Pursuant to Government Code section 54957.5, non-exempt public records that relate to open
session agenda items and are distributed to a majority of the Board less than seventy-two (72)
hours prior to the meeting will be available for public inspection in the lobby of the District’s
business office located at 26111 Antonio Parkway, Rancho Santa Margarita, California 92688,
during regular business hours. When practical, these public records will also be made available
on the District’s Internet Web Site, accessible at http://www.smwd.com.
Upon request, this agenda will be made available in appropriate alternative formats to persons
with disabilities, as required by Section 202 of the Americans with Disabilities Act of 1990. Any
person with a disability who requires a modification or accommodation in order to participate in
a meeting should direct such request to Kelly Radvansky Secretary, Board of Directors, at (949)
459-6642 at least 48 hours before the meeting if possible.
Page 2
Santa Margarita Water District
MEMORANDUM
TO:
Board of Directors
DATE: March 11, 2016
FROM:
Don Bunts/Jeff McDonnell
SUBJECT:
Construction Services for Tesoro Zone II and Zone B Water Facilities,
Rough Grading and Storm Drain Improvements, C-1767C
SUMMARY
Issue: The District has been implementing the mass grading and storm drain
improvements associated with the Tesoro domestic and recycled water pipeline and
reservoir facilities in Chiquita Canyon with its Contractor, McKenna General
Engineering (MGE) since June 2015. Additional work has been identified to be
included in the MGE contract. Butier Engineering, Inc., (BEI) has been performing the
construction management services on behalf of the District for this project. BEI has
been required to provide work outside of the original scope of work. MGE is, late in
completing the project and per the contract documents is responsible for reimbursing
the District for additional costs that have resulted.
Recommendations: 1) Approve Change Order No. 1 to MGE in the amount of
$68,540.69 for construction services; 2) Authorize Staff to apply liquidated damages
on the MGE contract due to completion delays; 3) Approve Change Order No. 1 to BEI
in the amount of $107,737.50 for construction management services.
Fiscal Impact: Funding for these services is to be provided from the proceeds of the
recently issued County of Orange Community Facilities District Bond (2015-1 Esencia
- 489).
Previously Related Action: In May 2015, the District awarded the construction
services contract to MGE for $2,869,545.81. A construction management contract was
also awarded to BEI for $203,340.00 in the same Board action.
Anticipated Board Action Date: It is anticipated that this item will be brought to the
entire Board for consideration on March 18, 2016.
Adherence to Policy:
•
This project is consistent with the District’s mission
o “… to collect and treat wastewater to protect the environment and public
health.”
o “Provide a high level of service with maximum cost effectiveness.”
Page 3
Engineering and Operations Committee
March 11, 2016
Page 2
“Plan for the future to guarantee a safe and sufficient water supply and
wastewater reclamation service.”
This project is consistent with the District’s Purchasing Policy and Procedures,
Section VI.
This proposed project is consistent with the District's Purchasing Policy because
it: was competitively bid, was identified in the current fiscal year’s CIP, is more
than $49,999 and requires Board approval (Exhibit 1, a, (1)).
o
•
•
DISCUSSION
Change Order No. 1 for MGE:
The extra work performed by MGE was miscellaneous in nature and covered different
topics as follows:
•
•
•
Additional measures to enhance environmental compliance with District-issued
permits.
Modifications to the storm drain improvements, primarily the access manhole and
junction structures.
Additional storm water protection enhancements to better fortify against the
forecasted El Nino winter.
The above work items were successfully completed, and in some cases effected the Critical
Path of the scheduling for which additional time is also due. Twelve adverse weather days
are also recognized wherein critical path construction work could not proceed and have
been considered in the proposed change order.
Attached is Exhibit A which has been prepared by the Construction Manager, BEI. This
exhibit includes a detailed description of all the extra work components included in this
consideration and recommends a total change order cost of $68,540.69 and a time extension
of 30 calendar days. This results in a revised contract completion date for MGE of January
8, 2016.
Consideration of Applying Liquidated Damages to MGE
MGE has not performed the work in accordance with the contract. The following is a
partial list of items identified as being contributing factors to MGE not meeting the
Contract time by MGE. These items have been observed and documented by BEI and staff
during the course of construction:
•
•
•
Misspent significant time on the front end of the project.
Replaced project manager twice during project.
Never provided a full time project manager per the contract documents.
Page 4
Engineering and Operations Committee
March 11, 2016
Page 3
•
•
•
•
•
•
•
Displayed minimal concern in meeting the District’s required time schedule.
Made minimal efforts to recover lost time.
Has not demonstrated expertise or compliance in either short term, or long term
scheduling.
Rework, and inefficiency of construction sequencing due to poor scheduling.
o Handling large quantities of dirt several times instead of once.
Did not submit progress payments, cost proposals, and other required
correspondence in a timely manner.
Did not submit progress payments, cost proposals, and other required
correspondence with proper content and in a format sufficient for evaluation.
Caused extra work and costs to other entities having an interest in the project such
as Rancho Mission Viejo and GMU Geotechnical.
Unfortunately, most of the above deficiencies by MGE have continued regardless of
numerous attempts by BEI and District staff to bring MGE into compliance.
The Special Provisions of the Contract Documents state that the Contractor shall be
assessed liquidated damages in the amount of $1,500 per calendar day for each consecutive
calendar day in excess of the time specified for completion of the Work. The intent of this
is to reimburse the District for the damages it incurs resulting from the Contractor failing
to complete the project within the time specified. The most direct realization of such
damages is evident in the increased costs of construction management services. The
current Contract completion date is January 8, 2016. Construction work remains ongoing
as of the date of this report (16FEB16).
As there are a few more appropriate extra work items that still need to be submitted by
MGE, and subsequently reviewed by BEI and the District, there may be additional time
extension that is due MGE. It is anticipated that such potential extension of time will not
eliminate considerations of liquidated damages. Upon realization of the actual and
applicable timetables, the District shall withhold liquidated damages from the Contractor
from future progress payments. Applying the daily rate as specified, this produces a
monthly rate of $45,000 and a total anticipated assessment of approximately $62,500.
Change Order No. 1 for BEI
The Construction Manger’s (CM) work and timetable is almost entirely dependent on the
work quality and schedule of the Contractor. The CM’s main responsibility is to ensure
that the Contractor performs work that is in general concurrence with the Contract
Documents. This is primarily accomplished through monitoring the Contractor’s schedule,
managing the correspondence, inspecting the actual construction work, and record keeping
for all of the foregoing.
When the Contractor does not perform its functions well, it creates additional work
required for the CM. When the Contractor does not finish on required timetables, it directly
extends the time exposure required by the CM. In the case of this specific project, both of
these items have occurred. BEI has been instrumental in providing the necessary oversight
Page 5
Engineering and Operations Committee
March 11, 2016
Page 4
and proactive measures to ensure the District is adhering to the contractual requirements.
This will be of significant benefit should additional measures be required to close out the
contract with MGE.
Please see attached Exhibit B in which BEI summarizes its assessment of the causes for
additional CM services, provides an accounting of costs to date, and an estimate of the
costs remaining. This supports a change order request of $107,737.50. Although it is
estimated that MGE should be able to complete its work by the end of February 2016, the
proposed budget has been provided for an additional two weeks of CM effort to mid-March
in the event it becomes necessary.
FUNDING
Funding for these services is to be provided from the proceeds of the recently issued County
of Orange Community Facilities District Bond (2015-1 Esencia - 489). The project code
for these considerations is C00BQ3.
McKenna General Engineering, Inc., Contract Summary
Description
Original Contact Amount
Change Order No. 1
Revised Contract Amount
Cost
$2,869,545.81
$68,540.69
$2,938,086.50
%
Increase
2.39%
Butier Engineering, Inc., Contract Summary
Description
Original Contact Amount
Change Order No. 1
Revised Contract Amount
Cost
$203,340.00
$107,737.50
$311,077.50
%
Increase
52.98%
Page 6
Santa Margarita Water District
MEMORANDUM
TO:
Board of Directors
DATE: March 11, 2016
FROM:
Don Bunts
SUBJECT:
Construction Support Services for Tesoro Zone II and B Water Facilities,
Domestic and Reclaimed Water Reservoirs, C-1767E
SUMMARY
Issue: The District has awarded the Construction Contract to perform the Reservoir
improvements for the Tesoro Domestic and Recycled Water facilities in Chiquita
Canyon. The prerequisite Mass Grading work is substantially complete and the new
Pipeline project has been initiated. Each of these three projects are being constructed
to support development of the Esencia planned community (also referred to as Ranch
Plan Planning Area 2). Construction Management services have been enlisted by the
District for the Mass Grading and Pipeline projects. Additional Construction
Management support services are needed to facilitate the Reservoir project.
Recommendations: Authorize a Construction Management services contract to Butier
Engineering Inc., in the amount of $151,160.
Fiscal Impact: Funding for these services is to be provided from the proceeds of the
recently issued County of Orange Community Facilities District Bond (2015-1 Esencia
- 489).
Previously Related Action: In January, 2016, the District authorized a construction
management contract to BEI for the Tesoro Pipelines project in the amount of
$322,136. The Board was also advised of Staff’s recommendation that such a contract
would be appropriate for consideration for the Reservoirs project.
Anticipated Board Action Date: It is anticipated that this item will be brought to the
entire Board for consideration on April 6, 2016.
Adherence to Policy:
•
This project is consistent with the District’s mission
o “… to collect and treat wastewater to protect the environment and public
health.”
o “Provide a high level of service with maximum cost effectiveness.”
o “Plan for the future to guarantee a safe and sufficient water supply and
wastewater reclamation service.”
Page 7
Board of Directors
March 11, 2016
Page 2
•
•
This project is consistent with the District’s Purchasing Policy and Procedures,
Section VI.
This proposed project is consistent with the District's Purchasing Policy because
it: was competitively bid, was identified in the current fiscal year’s CIP, is more
than $49,999 and requires Board approval (Exhibit 1, a, (1)).
DISCUSSION
Butier Engineering (BEI) is currently providing construction management services for the
Mass Grading project, and also the Pipeline project. This additional assistance has proved
beneficial in enabling the District to cover and manage more projects that are on concurrent
and overlapping schedules. Given the anticipated number of District CIP projects over the
next two years, third party construction management assistance for the Tesoro Reservoirs
project will continue to allow the District to maintain schedules and internal production
rates.
As BEI is successfully managing the daily activities of the Mass Grading and Pipeline
projects, and has developed and maintained the key relationships with our project partners
and consultants associated with the overall Tesoro Water Facilities projects, it is logical
that the same team continues with the additional construction management services. This
eliminates the learning curve associated with the overall project and with the various
individual entities that comprise the project team. BEI has agreed to maintain its same
billing rate structure for this project which includes values that were more competitive than
the other construction management firms with whom they competed for the original Mass
Grading project. There is also added efficiency to the District in that the Mass Grading and
Pipeline projects have overlapped by approximately eight weeks, and that the Reservoir
and Pipeline projects are slated to be on almost identical schedules. This will enable the
labor to be used concurrently and more efficiently for the group of projects, resulting in
less overall costs for this service.
Please find attached Exhibit A which provides the detailed proposal from BEI.
FUNDING
Funding for these services is to be provided from the proceeds of the recently issued County
of Orange Community Facilities District Bond (2015-1 Esencia - 489).
Project Codes BQ2, and B99 have been established to track construction expenses for the
Domestic and Reclaimed Water Reservoirs, respectively. The table below provides a
funding breakdown for the proposed approval of additional services.
Page 8
Board of Directors
March 11, 2016
Page 3
Tesoro Reservoirs Construction Management Services
Butier Engineering, Inc.
Tesoro Zone II 3 MG Res.
Project Code
C00BQ2
Tesoro Zone B 2 MG Res
C00B99
Total
Amount
$75,580.00
$75,580.00
$151,160.00
Page 9
EXHIBIT A
1.
EXECUTIVE SUMMARY LETTER
March 1, 2016
Jeff McDonnell, P.E.
Santa Margarita Water District
26111 Antonio Parkway
Rancho Santa Margarita, CA 92688
Subject:
Proposal to Provide Construction Management Services for the Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project, Project No. C-1767E
Dear Mr. McDonnell:
Butier Engineering, Inc. is pleased to present one original and two (2) copies of its Proposal and Fee Schedule for the above
stated subject. The Butier Team offers several distinguishing qualifications to Santa Margarita Water District (District). To
address the demands of the Tesoro Reservoirs Project, we have assembled a team that has provided services on recent similar
projects in Southern California. Our team provides several distinct features:
Reservoir Experience
Butier has unmatched regional experience in providing construction management, inspection, and contract administration
services for numerous reservoirs that range in size from 1.25 MG to 21.5 MG. Please find a partial list of projects below and
more detailed descriptions in Section 3, Project Experience.





Rawlings Reservoir Repair and Replacement (City of Tustin)—Two 3.0 MG prestressed concrete reservoirs. Construction
required 150,000 CY of grading and extensive temporary shoring constructed during the excavation phase.
Nohl Canyon Water Storage Tank (City of Anaheim)—10 MG prestressed concrete reservoir. 500,000 CY of earth was
reshaped into the basin where the water storage tank would eventually be constructed.
930 Zone Recycled Water Reservoir (Inland Empire Utilities Agency)—5.0 MG steel recycled water reservoir. Site grading
included excavation, fill and disposal.
Lakeview and Hidden Hills Reservoirs (Yorba Linda Water District)—8.0 MG cast-in-place concrete reservoir (Lakeview)
and 2.0 MG reinforced concrete reservoir (Hidden Hills).
Reconstruction of Overmyer Reservoir (City of Huntington Beach)—21.5 MG partially-buried w/vertical concrete walls and
hopper bottom.
Professional Relationship with SMWD and Rancho Mission Viejo Staff
The proposed Butier team is a known entity to both District and RMV Engineering staff. Eric Weber, P.E., Resident Engineer
and Casey Lack, Field CM/Inspector are currently providing identical services to the District for the Tesoro Rough Grading and
Storm Drain Improvements Project and the Tesoro Water Facilities Zone II DW and Zone B RW Transmission Mains and
Coto de Caza Trunk Sewer Relocation Project. In addition, members of our staff have a long standing professional relationship
with Mr. Yates from Rancho Mission Viejo and his professional colleagues. Key Butier staff members have access to the
Executive leadership of RMV. Coordination with Ranch staff is critical to delivering the project on schedule.
Team Experience
Our firm and proposed personnel demonstrate exceptional experience performing on projects of similar complexity and scope.
We have comprehensive experience addressing key challenges that will be present in the Tesoro Reservoirs Project. Casey
Lack, our proposed Field CM, has completed numerous steel and concrete reservoirs ranging in size from 2.6 MG to 8.0 MG.
A partial project list is presented in his full résumé. Mr. Eric Weber provides SMWD with an experienced Resident Engineer to
support Mr. Lack in the field. In addition, Butier personnel possess both QSP and QSD certifications to ensure SMWD and the
contractor meet all required SWPPP requirements.
17782 E. 17th Street, Suite 107
Tustin, California 92780
Page 10
Tel: (714) 832-7222 Fax: (714) 832-7211
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
Unique Team Features

Document Control System: Butier has migrated to a cloud-based document control system. Box.com offers a file
architecture that provides controlled access for multiple project stakeholders to the entire project record. We have
designed a document control program that takes our ability to communicate down to the smart phone level. This allows
us to quickly and seamlessly distribute and aggregate project information. The project record is available to our field staff at
the tablet level. This eliminates trips to the field office permitting the resource to remain on site for the full working day.
Butier is currently using Box.com on projects ranging in size from $1.5 to $650 million.

Extensive Experience in the Analysis and Defense of Contractor Claims—Butier’s senior staff has been responsible for the
administration and defense of complex construction claims. Our project experience gives us a specific case history that
aligns with the Tesoro Reservoirs project.

Cost Control/Market Knowledge—The Butier team will provide unmatched cost control and estimating services. The firm’s
strong relationship with the Southern California construction community allows us to provide market price cost estimates.
We also have the ability to survey local contractors on the current bidding environment.

Extensive Experience Working on Environmentally-Sensitive, Schedule-Driven projects—We have successfully completed
projects constructed under nearly identical field conditions. Our firm has the depth of resources necessary to meet all of the
potential construction issues presented by the Tesoro Reservoirs project.
The construction management team will be managed out of Butier’s corporate office located at 17782 E. 17th Street, Suite 107,
Tustin, CA. We appreciate the opportunity to meet the District’s project challenges with our most experienced personnel, and are
confident that we have assembled a team that will serve the best interests of all project participants.
If you have any questions regarding our proposal, please direct them to me for clarification at (714) 832-7222.
Respectfully Yours,
BUTIER
Construction Managers, Consulting Engineers
Mark M. Butier, Jr.
Vice President/CFO
17782 E. 17th Street, Suite 107
Tustin,
California
Page
11 92780
Tel: (714) 832-7222 Fax: (714) 832-7211
2.
SCOPE OF WORK
Project Understanding
The Butier Team is proposing to provide third-party
construction management services to Santa Margarita
Water District (District) for the Zone II and Zone B
Reservoirs Project, which is the third phase of the Tesoro
Zone II and B Water Facilities Program. The Butier Team
is successfully providing identical services for the first
and second phases of the program, which consists of
the rough grading and storm drain project and the
domestic water (DW) and recycled water (RW)
transmission mains/pipelines project.
The three related projects are located in an
unincorporated area of Orange County (property owned
by Rancho Mission Viejo) located two miles north of the
Chiquita Water Reclamation Plant (CWRP) and within
Chiquita Canyon. The Reservoirs will provide operational
and emergency water supply to a portion of the Esencia
Village planned community (Planning Area 2).
The scope of work for the Zone II and Zone B Reservoirs
includes the following:

Zone II Domestic Water (DW) Storage Reservoir—
The above ground 3.0 MG steel DW storage
reservoir will be constructed to provide one day of
peak demand and additional storage for fire flow
requirements. The DW reservoir will serve the Zone II
system. Supply to the Zone II tank will be delivered
by gravity from the District’s South County Pipeline.

Zone B Recycled Water (RW) Storage Tank—The
2.0 MG RW steel storage tank will be constructed
50 feet away from the Zone II DW tank. RW
produced at the CWRP will be pumped from the
existing Zone A system and stored to meet the peak
daily irrigation demands in the upper elevation areas
of the Esencia Village planned community.

General Site Improvements—Installation of on-site
steel piping sections, storm drain pipeline, four
photovoltaic (solar) systems; and native habitat
restoration on five (5) acres of sloped land.
The District’s Board of Directors awarded a construction
contract to Paso Robles Tank, Inc. on February 19,
2016, in the amount of $4,830,000 for construction of
the reservoirs. The construction period will consist of
270 calendar days with an estimated completion date of
September 2016.
Project Approach/Scope of Work
Please find below our Team’s plan to accomplish the
work described in the RFP. Project Management
A.
Kick-Off Meeting
The Butier Team will facilitate a “kick-off” meeting
with the District to discuss the scope of work and
parameters of the Project. The Resident Engineer (RE)
will prepare and distribute a draft agenda in advance
of the meeting for review and comment by the District.
Specific Project goals will be identified and a strategy
to accomplish these goals will be developed during
the meeting. These goals will be memorialized into the
project communications plan and distributed to all
project stakeholders. The RE will prepare and
distribute meeting minutes within two (2) working
days of the meeting. The minutes will include action
items and assign the project team members that are
responsible for completing each item.
1. Construction Administration
A.
Contract Administration
1. Administration: The Resident Engineer will
administer the construction contract and provide
technical Field Management support to District
staff to facilitate completion of the project. The
Butier Team will become familiar with the
District’s processes, procedures and objectives to
provide services and assistance as directed by
District staff. The Butier Team will work under the
direction of the District Project Manager and
develop and maintain open lines of
communication and cooperation between other
consultants, the contractor and District staff.
SCOPE OF WORK
Page 12
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
2. Request for Information: The Butier Team will
provide for timely, thorough, clear, effective and
responsible communications to Requests for
Information (RFIs), submittals, and other
miscellaneous correspondence. The Field
Construction Manager (FCM) will receive, log, and
tract RFIs and will provide a technical review to
determine if the issue is addressed adequately.
The FCM will respond where the RFI can be
addressed in the contract documents. All
responses will be monitored with suspense action
dates and follow-up procedures implemented to
ensure timely action by all parties to project issues
including input from District staff. Processing
procedures will include obtaining a response to
Contractor RFIs within the contract specified time
frame. The RE will supply the District’s Project
Manager its interpretation of the Request for
Change, cost and schedule impact, and/or
justification for denial or recommendation to
execute a change.
3. QA/QC: The FCM will manage the Contractor's
Quality Assurance/Quality Control. The Butier
Team will maintain quality control on all work
performed by the Contractor and subcontractors
by implementing Quality Control Procedures that
include the following: assigning experienced,
qualified project personnel; implementing regular
checking procedures and conducting technical
reviews, if applicable resource-loaded schedules
are the basis for evaluating performance and
identifying if potential problems will occur.
Second, variance identification / analysis to
initiate recovery when problems occur. The
primary resource loading for these evaluations
include cost (dollars); man-hours (by craft);
quantity of work (cubic yards, linear feet, etc.);
and construction equipment listing.
4. Interaction with Agencies/ Stakeholders: The
Butier Team will be responsible for coordinating
and maintaining on-going interaction with
appropriate agencies, utilities and District staff to
ensure successful project completion.
5. Substitution Requests: The Resident Engineer
will evaluate requests for material and equipment
substitutions and changes based on compliance
with contract specifications and taking into
account the impacts to cost and schedule. Final
authority on substitution requests will be the
Design Engineer.
6. Resource Loading: The FCM and RE will monitor
the contractor's resource loading and provide
advice on corrective actions needed to maintain
the schedule.
7. Submittal Review/Logging: Butier will establish a
computerized systematic tracking procedure for
timely submittal review and processing of shop
drawings. Submittal tracking will be introduced
into the document control system and status of
submittals will be known at all times. This system
will be coordinated with the Contractor per
contract document requirements. The FCM will
provide limited reviews as shop drawings are
received during the construction phase and
provide recommendations and review comments
supplemented by District staff. The FCM will
ensure that the Contractor’s submittal schedule is
updated weekly and reviewed at weekly progress
meetings.
The RE will prepare a list of shop drawings that
will be required of the Contractor and, in
conjunction with the Contractor, attempt to review
the submittals consistent with the critical path
requirements.
Exception reports identifying critical shop
drawings either not submitted in a timely fashion
or not obtaining acceptance or approval will be
identified and problem submittals discussed for
necessary action to accelerate approval process
for non-conforming submittals.
8. Project Meetings: The Butier Team will conduct
weekly job site progress meetings involving the
project team and maintain action items, minutes
of said meetings, and compliance with the
contract provisions. Each meeting will cover site
safety, progress, job problems, and any actions
requiring clarification of design intent, ambiguities
in contract documents, and other key issues. The
Resident Engineer will maintain and distribute
meeting minutes within two (2) working days.
B.
Document Control/Tracking
The Butier Team will be responsible for document
tracking and management, maintaining a current set
of as-built drawings and specifications, and document
SCOPE OF WORK
Page 13
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
maintenance. The Team will utilize a filing system that
complies with District Standards.
Butier utilizes Box.com as an online, virtual file server.
Box provides the project team with the ability to store
all documents, spreadsheets, presentations, images,
and video files within a specific project folder. The
folders are organized according to the project
preferences into sub-folders such as standard forms,
meeting minutes, schedule information, cost
information, etc. The Field Construction Manager can
set permissions for the folder at any time in order to
invite other team members to view, edit or upload files.
As files are uploaded, downloaded, or edited, team
members are notified through the Updates tab and
email. Instead of sending an email, team members can
also post feedback, requests, and project updates in
the project’s shared online workspace. Box’s integrated
file view feature lets team members view file formats
without downloading or worrying about whether they
have the right application to view the file.
C. Controls and CPM Scheduling
Butier’s Resident Engineer will provide comprehensive
project scheduling and control expertise as follows:
1. Baseline Schedule Review: The RE and Senior
Scheduler will review, analyze and comment on
the Contractor’s baseline and project schedule
critical path, and logic review. They will ensure
that the schedule meets all requirements of the
contract documents.
2. Progress Schedule Review: The FCM and RE will
ensure that a two-week look-ahead schedule is
developed in coordination with the Contractor and
provided bi-weekly at progress meetings. The RE
and Senior Scheduler will evaluate and monitor
the construction schedule and progress for the
overall project and will update the schedule to
reflect actual progress and changes. Slippage of
any contract activities on the critical path, as well
as time sequence problems, will be identified
early so that the construction management team
may take corrective action, if possible. The
Contractor should be required to re-evaluate the
logic of his original schedule and resubmit revised
planning should the original plan be ineffective or
not followed. The RE will notify the District and
Contractor when actual progress is behind.
status of the project costs and budget throughout
the project. The Butier Team utilizes Primavera
P6 Professional Project Management to
integrate cost and schedule. The cost-loaded CPM
schedule will provide the PM with the basis for
cash flow projections.
4. Reporting: The Butier Team will prepare daily
reports and abbreviated monthly construction
progress reports. The RE will prepare a monthly
progress report and submit to the District for
review. The report will include a summary of the
prior month’s main accomplishments and current
construction activities; overall Contractor’s
conformance to contract schedule and quality
requirements; identification of key problems,
action items, and issues along with
recommendation for solutions.
5. Progress Payment Review: The RE will receive,
check, and verify all Contractor monthly progress
payment requests and other project-related
invoices based upon the cost-loaded schedule.
The progress payment worksheet will be based on
an approved schedule of values. Progress pay
requests will be checked against the approved
schedule of assigned values and actual in-place
quantities verified at the end of the pay period.
6. Contract Extensions: The RE will review, analyze,
and make recommendations on contractor time
extensions/requests. All extensions must be
supported by critical path impacts on the
approved baseline schedule. All delays, regardless
of source, will be documented as to the nature
and responsibility and an analysis will be made of
its effect on the project’s progress, including the
effects of all authorized change orders. Following
this procedure will assist the District in claims
evaluation for recommendations of meritorious or
non-meritorious Contractor claims.
7. Coordination of District Consultants: The FCM
will coordinate with District consultants that are
retained under separate contracts, including the
Design Engineer, Geotechnical Consultant, and
Biological and Cultural Resources Consultants.
8. Project Notice Coordination: The RE will receive
and review project notices and submit to the
District with appropriate recommendations.
3. Cost and Budget: The RE will establish a cost
control system for monitoring and updating the
SCOPE OF WORK
Page 14
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
9. Prevailing Wage Compliance: The Butier Team
will verify that the Contractor is complying with
applicable prevailing wage requirements.
D. Change Order and Claims Management
1. Document Management: The FCM and RE will
minimize the potential impact of claims through
prompt and equitable resolution with minimal
disruption to the on-going construction effort. The
primary means of claims management is the
prompt processing of change orders. Change
orders must be fairly reviewed against the
contract documents for validity. When deemed
valid, reasonable and equitable adjustments in
time and money are to be provided. If the District
and the Contractor disagree over the contractual
merit of a change order, a claim may arise.
2. Change Order Review: The Butier Team will
review the claim documentation in detail and
compile complete records to begin the evaluation.
After receipt of a written claim, the RE will prepare
a written acknowledgement of receipt of the
claim. This correspondence clarifies the status of
the request for all parties to minimize
misunderstandings about the issues at depth. To
supplement the technical and contractual
evaluation of the claim, the RE will work closely
with District staff to assess the risk of exposure
and to determine an appropriate response to the
claim.
3. Negotiate and Resolve Claims: The evaluation
results and recommendations will be forwarded to
the District's Project Manager. The
recommendation may suggest a negotiated
settlement (in which case a settlement strategy
would need to be established) or may confirm the
original results of the change order evaluation, in
which case the claim would be denied and the
dispute acknowledged.
E. Safety and Security Monitoring
The Contractor is solely responsible for safety. It is
the responsibility of the Butier Team to monitor,
approve safety protocols, and promote a safe overall
environment for all workers and visitors to the site.
1. Safety: Butier will provide all necessary personal
protective equipment (PPE) and follow a safety
plan for the CM Team. Safety shall comply with all
Federal, State and locally accepted safety
regulations and measures.
2. Job Site Security Verification: Routinely check job
site security and measures taken to protect the
public from hazards.
2. Inspection
Butier will provide comprehensive on-site inspection
services by qualified inspectors as necessary to
confirm that project is being constructed according to
the plans and specifications. All inspectors have
appropriate technical certifications in the designated
field of expertise in which inspection services are
being performed. All certifications have been provided
under the key personnel’s résumés in Section 4, Key
Personnel.
A.
Daily and Weekly Documentation
The required inspection disciplines will provide daily
and weekly inspection reports of material installations
and deficiencies noted by qualified inspection
personnel with follow-up procedures recommended
for ensuring that corrections are made for nonconforming work necessary to comply with contract
document requirements. The reports will be linked to
both still and video graphic logs to highlight critical
construction activity.
In addition, FCM/Inspector will be responsible for the
following:
• Participating in weekly construction meetings.
• Reviewing Contractor’s two week “look ahead”
schedules and coordinate inspection staffing
needs with the RE.
• Review Contractor’s payment request with RE for
accuracy
• Review Contractor’s record drawings prior to
monthly progress payment. Prepare written
response giving general indication of missing
items to be completed by Contractor.
• Discuss responses to RFIs with the RE as required
and coordinate the replies to the Contractor.
• Assist the RE in the review of the submittals.
• Provide documentation of construction activities,
duration of activities, manpower and equipment
allocation.
SCOPE OF WORK
Page 15
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
• Prepare and submit to the District daily
inspection reports, documenting construction
activities including the date, day of week, and
weather conditions; hours of work; personnel on
site; time periods of equipment being used; idle or
inoperable equipment; details of each activity;
difficulties encountered; controversial
matters/disputes; deficiencies and violations;
instructions issued to the contractor; safety
concerns; major material and equipment
deliveries to the site; names of visitors to the site;
and delays and extra work. Inspection reports will
be submitted to the District on a weekly basis.
1. Site Final Walk-Through: Coordinate and conduct
a site final walk-through to verify completion of
contract and all related items of work within 7
days of substantial completion.
• Provide non-conformance reports.
5. Final Reporting: The RE will prepare and submit a
final comprehensive executive summary report to
the District within 7 calendar days of final
completion. The report will include a complete
overview of the contract, Contractor’s
performance, accomplishments, a comparison of
preliminary and final costs, cash flows, schedules,
and recommendations for alleviating design,
construction management, and construction
problems on the project.
• Provide weekly photographic/digital records of
the project during construction. Log construction
digital photographs on a daily basis. A digital
photographic library will be maintained of
significant construction activities. The
photographs will be labeled with the date,
location, and narrative information. Additional
digital photographs will be taken to document
differing site conditions, change order and claim
items, and any special or unique conditions as
they arise. The photographic library will be turned
over to the District at the completion of the
construction contract.
3. Surveying
Butier has retained Northstar Surveys, Inc. to provide
professional surveying services, if required. Richard E.
Freese, P.L.S. will perform as the Principal Surveyor.
Northstar’s survey crews are union affiliated,
experienced in design and construction activities, and
are equipped with the latest in Trimble GPS rovers,
robotic total stations, and digital levels.
Northstar is intimately familiar with the project site,
having performed survey and design management for
the Rancho Mission Viejo Company for a master
community development and survey and design
support for the Ortega Highway Phase 2 construction
project.
2. Site Punch List: Develop site punch list and verify
completion and obtain final documentation and
releases within 7 days of substantial completion.
3. Record Drawing Review and Corrections: Verify
and deliver contractor as-built marked up
drawings to the District for record drawing
preparation.
4. Permitting: Monitor permit and agency sign-offs.
6. Documentation Turnover: The Butier Team will
furnish all original project documents and final
project reports to the District within 14 calendar
days of final completion. Project documents will
be delivered in form and fashion acceptable to the
District. The electronic files will be provided on
flash drive or DVDs and will be labeled with the
project name.
7. Warranty Coordination: The Butier Team will
prepare a list of warranty items, warranty period,
and warranty repair procedures, and turn over to
the District Project Manager.
8. Demobilization: The FCM will demobilize the CM
staff and facilities in accordance with the agreed
upon plan.
4. Construction Closeout
The Butier Team will close out construction and
oversee demobilization at each site. The Site Closeout
tasks will include the following:
SCOPE OF WORK
Page 16
3.
PROJECT EXPERIENCE
Butier and its team members are uniquely qualified to
provide Construction Management and Inspection Services
to Santa Margarita Water District (District) for the Zone II
and Zone B Reservoirs Project. Butier’s 40-year history
demonstrates our focus on water and wastewater
infrastructure. This focused approach has enabled us to
independently manage over $1 billion of public
infrastructure projects. At the field team level, the key
members bring construction management, inspection, and
contract administration experience for numerous projects
of similar size and complexity.
Butier has successfully performed construction
management and inspection services for the District’s
Tesoro Zone II and B Water Facilities, Rough Grading and
Storm Drain Improvements Project (C-1767C) and
Domestic Water and Reclaimed Water Transmission Main
and Coto de Caza Trunk Sewer Relocation Project (C1767D.
The proposed Butier Team has developed and maintained
key relationships with the District’s project stakeholders
and consultants on the Tesoro Water Facilities projects,
including Rancho Mission Viejo (property owner), Michael
Baker International, Inc. (Engineer of Record), McKenna
General Engineering, Inc. (Grading Contractor), CCL
Construction, Inc. (DW and RW Pipeline Contractor), GMU
Geotechnical, Inc. (Geotechnical Consultant), and ARMC
(Archeological and Paleontological Consultant).
Reservoir Experience
Butier has unmatched regional experience in providing
construction management, inspection, and contract
administration services for numerous reservoirs that range
in size from 1.25 MG to 21.5 MG. Please find a partial list
of projects below and more detailed descriptions on the
following pages.











Nohl Canyon Water Storage Tank (City of Anaheim)—
10 MG prestressed concrete reservoir. 500,000 CY of
earth was reshaped into the basin where the water
storage tank would eventually be constructed.
930 Zone Recycled Water Reservoir (Inland Empire
Utilities Agency)—5.0 MG steel recycled water
reservoir. Site grading included excavation, fill and
disposal.
Otay Water Treatment Plant (City of San Diego)—Two
6.5 MG prestressed concrete reservoirs.
Carlsbad 50 MGD Desalination Treatment Plant
(Poseidon Water)—2.5 MG cast-in-place reinforced
concrete reservoir.
Lakeview Reservoir (Yorba Linda Water District)—
Demolition and removal of two existing 2.0 MG welded
steel tanks and construction of a new 8.0 MG cast-inplace concrete reservoir.
Hidden Hills Reservoir (Yorba Linda Water District)—
2.0 MG, dual-bay hopper, buried reinforced concrete
reservoir. Also included upgrades to existing booster
pump station, piping, and associated inlet/outlet,
overflows and drain structures.
West Basin Water Recycling Facility Phase IV
Design/Build Expansion (West Basin Municipal
Water District)—5.0 MG Prestressed concrete
reservoir.
Design/Build of Springdale Reservoir (City of
Huntington Beach)—9.0 MG cast-in-place reinforced
concrete reservoir.
Reconstruction of Overmyer Reservoir (City of
Huntington Beach)—21.5 MG partially-buried
w/vertical concrete walls and hopper bottom.
San Joaquin Hills Reservoir Conversion (Irvine Ranch
Water District)—3,036 AF recycled water reservoir.
Rawlings Reservoir Repair and Replacement (City of
Tustin)—Two 3.0 MG prestressed concrete reservoirs.
Construction required 150,000 CY of grading and
extensive temporary shoring constructed during the
excavation phase.
PROJECT EXPERIENCE
Page 17
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
PROJECT EXPERIENCE
Tesoro Zone II and B Water Facilities, Rough Grading and
Storm Drain Improvements, C-1767C
OWNER
Santa Margarita Water District
26111 Antonio Parkway
Rancho Santa Margarita, CA
92688
Butier Engineering, Inc. (Butier) is providing construction management and inspection
services for the Tesoro Zone II and B Water Facilities project, which will provide operational
and emergency water supply to a portion of the Esencia Village planned community
(Planning Area 2). The project site is located in Rancho Mission Viejo (an unincorporated
area of Orange County) located northeast of the City of San Juan Capistrano and two miles
north of the Chiquita Water Reclamation Plant within Chiquita Canyon.
The Zone II and B Water Facilities project consists of three separate construction
contracts. The first contract (C-1767C) consists of the rough grading of an access road and
reservoir site, earthen detention basins, storm drain system installation, habitat
restoration, and miscellaneous surface improvements and appurtenant work. The
earthwork and major drainage facilities precede all other activity, including the installation
of domestic water (DW) and recycled water (RW) pipelines in several locations and a 3.0
MG steel DW storage reservoir and 2.0 MG RW steel storage tank.
Butier has successfully performed construction management and inspection services for
the mass grading project and has developed and maintained key relationships with the
District’s project stakeholders and consultants.
REFERENCE
Jeff McDonnell, P.E.
(949) 459-6504
jeffm@smwd.com
CONSTRUCTION VALUE
$2,869,545
ESTIMATED COMPLETION DATE
March 2016
CONTRACTOR
McKenna General
Engineering, Inc.
DESIGNER OF RECORD
Michael Baker International, Inc.
(formerly RBF Consulting)
PROPOSED KEY PERSONNEL
Mark Butier, Jr., Project Director
Eric Weber, P.E.,
Resident Engineer
Casey Lack, Field Construction
Manager / Inspector
Joseph Blum,
Technical Advisor—Grading
PROJECT EXPERIENCE
Page 18
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
Tesoro Zone II DW and B Water Facilities, Domestic and Reclaimed Water
Transmission Main and Coto de Caza Trunk Sewer Relocation (C-1767D)
OWNER
Santa Margarita Water District
26111 Antonio Parkway
Rancho Santa Margarita, CA
92688
REFERENCE
Jeff McDonnell, P.E.
(949) 459-6504
jeffm@smwd.com
CONSTRUCTION VALUE
$4,846,098
ESTIMATED COMPLETION DATE
September 2016
CONTRACTOR
CCL Construction, Inc.
Butier Engineering, Inc. (Butier) is providing construction management and inspection
services for the DW and RW Transmission Main and Coto de Caza Trunk Sewer Relocation
(C-1767D), which is the second phase of the Zone II and B Water Facilities project. The
project is located south of Tesoro High School (off Oso Parkway) approximately 0.75 miles
north of the Chiquita Water Reclamation Plant (CWRP) and next to the community of Coto
de Caza and the Thomas F. Riley Regional Park. Major pipeline project elements include,
but are not limited to, the following:

Construction of approximately 15,500 feet of 24-inch domestic water (DW)
CML&C WSP and 20-inch recycled water (RW) CML&C WSP transmission mains.

Relocation of approximately 730 feet of the existing Coto de Caza Trunk Sewer
that lies within a District easement.

Construction of a temporary sewer bypass process due to the proposed grading
construction of Rancho Mission Viejo’s Los Patrones Road project. The road will
extend southward from Oso Parkway and into the central Esencia development area.

Steel casings for pipelines at Los Patrones Crossing.

Cathodic protection improvements for the steel pipelines.

Construction of a paved and unpaved access road, road safety features, storm
water protection systems, and biological resources mitigation for post construction
site restoration.

Coordination with District Operations and other contractors.
DESIGNER OF RECORD
Michael Baker International, Inc.
(formerly RBF Consulting)
PROPOSED KEY PERSONNEL
Mark Butier, Jr., Project Director
Eric Weber, P.E.,
Resident Engineer
Casey Lack, Field Construction
Manager / Inspector
Joseph Blum,
Technical Advisor—Grading
PROJECT EXPERIENCE
Page 19
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
IEUA 930 Zone Recycled Water Reservoir, Chino Hills
OWNER
Inland Empire Utilities Agency
6075 Kimball Avenue
Chino, CA 91708
REFERENCE
Shaun Stone, P.E.
Manager of Engineering
(909) 993-1600
sstone@ieua.org
Butier Engineering, Inc. provided construction management and inspection services for
the construction of a 5 MG welded steel recycled water reservoir. Since the recycled water
use has continued to increase throughout the Cities of Chino Hills and Ontario, additional
storage was needed. Increasing the storage capacity will enable IEUA to manage the
recycled water demands more effectively during the hot summer peak demand periods.
The project was funded in part by the State Water Resources Control Board Southern Area
State Revolving Fund Loan and Water Recycling Grant Program.
Construction of the recycled water reservoir included the following:

Site grading including excavation, fill and disposal

910 lineal feet of 16-foot wide access road

Excavation in City of Chino Hills streets

Traffic control

2,488 lineal feet of 30-inch cement mortar lined and coated steel inlet/out
pipeline

542 lineal feet of 18-inch cement mortar lined and coated steel pipe drain line

326 feet of 12-inch cement mortar lined and coated drain line

Installation of yard piping and valving

Electrical and instrumentation

Installation of two (2) 4-inch recycled water laterals

Cathodic protection

Saw-cutting of pavement, pavement removal, and disposal

Pavement replacement including grinding, base course, and surface course
installation

Utility connection including an SCE service line

Installation of corrosion test station
CONSTRUCTION VALUE
$6 million
COMPLETION DATE
December 19, 2012 (start)
June 13, 2014 (completion)
PROPOSED KEY PERSONNEL
Mark Butier, Jr., Project Director
Casey Harris, Project Manager
PROJECT EXPERIENCE
Page 20
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
Rawlings Reservoir Repair and Replacement, Tustin, CA
OWNER
City of Tustin
Public Works Department
300 Centennial Way
Tustin, CA 92780
Butier Engineering, Inc. provided construction management and administration services
for the Rawlings Reservoir Repair and Replacement Project. The former reservoir was a
four (4) million gallon hopper bottom reservoir located in close proximity to multi-million
dollar family residences and Foothill High School. Construction consisted of replacing the
former reservoir with two DYK-style reservoirs, each with a three (3) million gallon
capacity. This increased capacity has allowed for more water self-sufficiency in the Tustin
community. The water is being used to meet daily demands in the Tustin Water Services
Area and will be available in times of emergency such as an earthquake or local fire.
The construction required 150,000 CY of grading, and a tie-back retaining wall, which
was constructed during the excavation phase and after demolition of the former reservoir.
The tie-backs extend beyond the City’s property and into an adjacent property. The upper
tie-backs were de-tensioned and abandoned in place after the concrete for the reservoir
tanks cured and prior to back filling for the tanks.
Project Challenges/Solutions
Butier worked closely with City staff and the design consultants (Tetra Tech and Leighton)
to address construction access and complex geology and temporary shoring issues in the
contract documents. This joint effort led to nearly $1 million in savings:

Construction Access—The City entered into an agreement with the adjacent property
owner of an undeveloped land. The agreement allowed the City to utilize the property
for the purpose of facilitating construction by providing an access road down to the
bottom of tank elevation, as well as providing a staging and stockpiling area. This
foresight facilitated construction and minimized off-site hauling.

Complex Geology and Temporary Shoring Issues—The site included weathered and
fractured underlying bedrock (shear zone) and groundwater. A conceptual layout of
the temporary shoring was developed by the Team prior to bid. Due to a concern of
potential movement, monitoring of the ground and shoring was instituted in order to
anticipate potential ground movement and protect the surrounding residences.
REFERENCE
Douglas Stack, P.E.
Director, Public Works
(714) 573-3150
dstack@tustinca.org
CONSTRUCTION VALUE
$12.5 million
COMPLETION DATE
2013
PROPOSED KEY PERSONNEL
Mark Butier, Jr., Project Director
Joseph Blum, Construction
Manager
Steve Naylor, Inspector
Casey Lack, Foreman
(Pacific Hydrotech)
AWARDS
ASCE Orange County Branch
2014 Water Project of the Year
PROJECT EXPERIENCE
Page 21
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
Nohl Canyon Water Storage Tank, Anaheim, CA
OWNER
City of Anaheim
201 S. Anaheim Blvd.
Suite 601
Anaheim, CA 92805
Butier Engineering, Inc. was a subconsultant to Tetra Tech, providing construction
management, field engineering, and inspection services for this $20-million water storage
tank project. The project team was also responsible for providing geotechnical, soils
testing, noise/vibration monitoring, pre-inspection, community relations, and surveying
services.
The project consisted of the construction of a single 10-million gallon buried pre-stressed
concrete circular tank to replace the existing Olive Hills Reservoir site in the City of
Anaheim. The Olive Hills Reservoir had been out of service since February 1999. Water
storage in this area is critical to the effective and efficient management of the City’s water
supply and distribution. The City had been relying on a connection to the Metropolitan
Water District to serve its needs on a temporary basis. MWD requested that the City
develop storage capacity of its own.
Feedback from the surrounding neighborhood was critical at all stages of the project.
From the beginning, the City was committed to keeping nearby neighbors informed and
involved. Through careful planning and community feedback, City staff was able to
propose a water storage tank small (above ground) that would add reliability to the water
system, as well as improve aesthetics and slope stability around the site. The decision to
construct a 10 MG reservoir versus a 20 MG reservoir drastically reduced the construction
impacts to the surrounding community. The design allowed for regrading the existing
slopes to a flatter grade (2:1) and is consistent with the current codes with regard to new
construction. Other improvements included the installation of additional piezometers and
inclinometers, appurtenant pipeline and pump station improvements, and landscaping:
REFERENCE
Bill Moorhead,
Project Manager
(714) 765-4165
BMoorhead@anaheim.net
CONSTRUCTION VALUE
$20 million
COMPLETION DATE
2010
(148 days ahead of schedule)
PROPOSED KEY PERSONNEL
Mark Butier, Jr., Project Director
Joseph Blum, Construction
Manager
AWARDS
2011 CalGEO Outstanding
Project Award
Project Challenges:

Community Outreach/Public Relations—Nohl Canyon was a high-profile, politicallysensitive project due to the size and proximity to multi-million dollar family residences
and an elementary school. The Tetra Tech/Butier CM Team provided the public with a
single point of contact eliminating nuisance calls to City senior management and City
Council representatives.

Large Scale Grading Operations—Experience of Butier’s Resident Engineer allowed
the City, contractor, and community to efficiently plan the earth moving operation.
After the old reservoir was removed, 500,000 cubic yards of earth—enough to fill
over 150 Olympic-sized pools—was reshaped into the basin where the water storage
tank would eventually be constructed.

EIR Compliance—Work was conducted under tight permit constraints. Proposed staff
was very familiar with the field implementation of the EIR.

Contractor Claims—Project site presented constraints that could have generated
many changes. The Tetra Tech/Butier team assembled a group of professionals who
have extensive experience in change and claims control.
PROJECT EXPERIENCE
Page 22
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
Hidden Hills Reservoir, Yorba Linda, CA
OWNER
Yorba Linda Water District
1717 E. Miraloma Ave.
Placentia, CA 92870
REFERENCE
Joe Polimino
(714) 701-3104
CONSTRUCTION VALUE
$5.5 million
COMPLETION DATE
2010
PROPOSED KEY PERSONNEL
Mark Butier Jr., Project Director
CONSTRUCTION MANAGEMENT
SERVICES PROVIDED
Construction Management
Contract Administration
Inspection Services
Butier Engineering, Inc. was selected to provide construction management and inspection
services for construction of a 2.0 million gallon, dual-bay hopper, buried concrete
reservoir and upgrades to the existing Santiago Booster Pump Station (BPS). The Hidden
Hills Reservoir is located adjacent to a single-family residential development to the south
and east and undeveloped Chino Hills State Park to the north.
Claims Management
Owner Representation
Change Order Control
The scope of work included construction of the following:
 2.0 million gallon buried concrete reservoir, piping and associated inlet, outlet,
overflows and drain structures
 Approximately 1,500 lineal feet of 16-inch water transmission main and 18-inch storm
drain within a new access road, including grading and paving as a proposed extension
of Hidden Hills Road
 Upgrades to an existing pump station including new electrical circuits, conduit, cabinets
and telemetry controls, pump replacements and various SCADA communication devices
PROJECT EXPERIENCE
Page 23
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
Construction of 8.0 Million Gallon Lakeview Reservoir
Yorba Linda, CA
OWNER
Yorba Linda Water District
1717 E. Miraloma Ave.
Placentia, CA 92870
REFERENCE
Joe Polimino
(714) 701-3104
Butier Engineering, Inc. was selected to perform construction management and inspection
services for the construction of the Lakeview Reservoir. The 8.0 million gallon buried cast-inplace concrete reservoir is currently situated within an area of on-going construction of a
booster pump station and residential development in Yorba Linda, CA.
The scope of work for the Lakeview Reservoir included the following:
 Construct retaining wall and drainage structures along the south and west property lines
 Construct V-Ditch along south and west property lines and Air Gap Structure No. 1,
including the offsite connection to the 24-inch storm drain in Melinda Street
 Construct the west bay of the reservoir and a portion of the center bay, including the deep
piping under the reservoir to the outlet valve and leak detection vaults
 Demolish and remove old booster pump station, including all piping and ancillary
equipment, when existing booster pump station is no longer in service
 Complete construction of the center bay of the reservoir, including all remaining deep
piping under the reservoir to the outlet valve and leak detection vaults
 Partially backfill around the new reservoir and complete construction of all inlet and outlet
piping, overflow piping, and associated valve vaults linking the new reservoir to the new
booster pump station
 Put the new reservoir into operation with the new booster pump station, on a manual
basis, following completion of the following tasks: fill with water and disinfect the new
reservoir; monitor leakage and seal all visible leaks; drain some portion of water from
each bay to flush out remaining sediment
CONSTRUCTION VALUE
$10.7 million
COMPLETION DATE
2009
PROPOSED KEY PERSONNEL
Mark Butier Jr., Project Director
CONSTRUCTION MANAGEMENT
SERVICES PROVIDED
Construction Management
Contract Administration
Inspection Services
Claims Management
Owner Representation
Change Order Control
 Continue backfilling as needed and complete construction of all electrical and
instrumentation facilities, test all control systems, and put the control systems into
operation
 Demolish and remove two existing 2.0 MG welded steel tanks, including concrete
foundations, connecting piping, drainage facilities, and all electrical and control wiring and
conducts
 Complete all remaining work including remaining backfill, retaining walls, roadways,
drainage facilities, and finished grading
PROJECT EXPERIENCE
Page 24
4.
KEY PERSONNEL
Introduction
Butier’s Team consists of skilled project / construction
managers, resident engineers, schedulers, estimators, and
inspectors who have successfully managed major water
infrastructure projects throughout Southern California. By
having the Butier Team serve the District as a single-source
of field responsibility, the project activities will be well
coordinated and delivered efficiently.
We propose to approach this project with a spirit of
partnership. This enables us to combine the knowledge,
ideas, and talents of your staff with our construction
administration experience to provide exceptional results.
We have successfully demonstrated this on the current
Tesoro Rough Grading and Storm Drain Improvements
Project and the Zone II DW and Zone B RW Transmission
Mains and Coto de Caza Trunk Sewer Relocation Project.
Our key personnel are available during the proposed
schedule for the Tesoro Water Facilities Zone II and Zone B
Reservoirs Project. Nearly 80 percent of the proposed team
resides in Orange County. Given the dynamic nature of
construction services, it is important that the team can
accommodate changing demands without compromising
quality. More importantly, our personnel are familiar with
the contractors performing work in the region. We have the
unique ability to inform the District of the strengths and
short comings of individual contractors.
Butier’s philosophy is to assemble a construction
management team based on the Owner’s various technical,
environmental, economic, and political needs of a specific
project. Typically, a Resident Engineer and Field
Inspector(s) are assigned at the field level to manage daily
site activities. Project site teams work under the direction of
a Project Director or Senior Construction Manager, who has
access to the technical and financial resources required for
successful project completion, and who works closely with
the Owner’s representative. Depending on a project’s size
and sophistication, project teams may be further
supplemented with in-house management support and/or
outside consultants to meet the project’s schedule, budget,
and delivery requirements.
Construction Management Personnel
Biographical sketches of our construction management
team are provided in the table on the following page.
Detailed résumés for Butier personnel, are provided at the
end of this section.
Construction Management Approach & Philosophy
The value of the Butier Team to Santa Margarita Water
District will be in the collective experience and abilities of
its individual members to provide: independent, third party
project/construction management; meet the District’s cost
objectives; maintain a strong working relationship with
interested stakeholders; meet the environmental objectives
of the project; provide flexible staffing economies and
implement a proactive change and claims control process.
KEY PERSONNEL
Page 25
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
Member Name / Role / Location
Areas of Expertise/Specialization
Yrs Exp
Mark Butier Jr., Project Director
Butier Engineering, Inc.—Tustin, CA
Client relations, contract management, staff resource management, claims mitigation,
and public outreach for water/wastewater transmission, treatment & storage projects.
Acted as Project Director for the ECLWRF Phase II, III, IV and V Design-Build Expansions;
Mobil Refinery 3.2 MGD RO/MF Wastewater Treatment Facility; and WRD’s Leo J.
Vander Lans Advanced Water Treatment Facility Expansion.
25
Eric Weber, P.E.
Resident Engineer
Butier Engineering, Inc.—Tustin, CA
Extensive experience in overseeing and supporting construction management and
design processes QA/QC programs, safety programs, budget, design/submittal review,
construction schedules, and project scope of work. Currently performing as Resident
Engineer for SMWD’s Tesoro Rough Grading and Storm Drain Improvements Project
and the Zone II DW and Zone B RW Transmission Mains and Coto de Caza Trunk Sewer
Relocation Project.
12
Christopher “Casey” Lack
Field CM/Inspector
Butier Engineering, Inc.—Tustin, CA
Experienced in all areas of the heavy civil infrastructure. Well-versed in contract
negotiations, estimating, value engineering, document preparation, building code and
OSHA regulations, material purchasing, and site management. Currently performing as
Field CM/Inspector for SMWD’s Tesoro Rough Grading and Storm Drain Improvements
Project and the Zone II DW and Zone B RW Transmission Mains and Coto de Caza Trunk
Sewer Relocation Project.
25
Casey Harris, Senior Scheduler
Butier Engineering, Inc.—Tustin, CA
Multi-million dollar water/wastewater treatment, pump station, reservoir, and pipeline
projects. Expert CPM scheduler and proficient in Primavera Project Planner. Senior
Scheduler for the Carlsbad 50 MGD Seawater Desalination Treatment Plant.
Successfully managed Phase II, III, IV and V Design/Build Expansions for the ECLWRF.
35
Joseph Blum
Technical Advisor—Grading
Butier Engineering, Inc.—Tustin, CA
Experience in the construction of heavy civil engineering projects, including earth
moving, mass grading (125 million CY of soil), wetlands, channels, recharge basins,
large and small diameter pipelines, reservoirs, concrete structures, and flood control
facilities. He has performed as the Project Manager for the City of Tustin’s Rawlings
Reservoir Replacement Project and the Tustin Legacy grading and street improvement
projects.
28
Bryan Wilson,
Field Engineer
Butier Engineering, Inc.—Tustin, CA
Specializes in providing field engineering, contract administration, construction
estimating, cost review, and inspection services for pipeline, water and wastewater
treatment facility projects. Estimating experience covers all aspects of building and heavy
civil design and construction, including earthwork, structural, and M/E/P.
18
Bart Crawford
Civil/Structural Inspector
Butier Engineering, Inc.—Tustin, CA
Inspection oversight of water and wastewater treatment plants, pump stations, pipelines,
and reservoirs. Lead Inspector for the West Basin ECLWRF Phase IV and V Expansion
projects. Pipeline encasement construction oversight experience for 144” and 66” lines.
30
Steve Naylor
Civil/Structural Inspector
Butier Engineering, Inc.—Tustin, CA
Provides civil/structural inspection oversight for water capital improvement projects,
including pump stations, water/wastewater treatment plants, pipelines, reservoirs, and
wells. ICC certified in reinforced concrete with specific experience in code enforcement.
Performed as a QC Inspector for WBMWD’s ECLWRF Phase IV Design-Build Expansion
and currently for WBMWD’s Facility-Wide Access Improvements Project.
27
Joseph Hawes, CWI
Field Inspector
Butier Engineering, Inc.—Tustin, CA
Managed the scheduling and daily field operations for various public works, residential,
and commercial projects, including pipelines, water treatment facilities, and airports.
Well versed in numerous soils, asphalt and concrete testing procedures in accordance
with AASHTO, ACI, ASTM, ICC, IBC, CBC, UBC and IBC standards. ICC certified for
concrete, masonry, soils, spray-applied fireproofing, and structural steel and welding.
15
Richard Freese, P.L.S.
Principal Surveyor
Northstar Surveys, Inc.—
San Juan Capistrano, CA
Experienced in the following types of land surveys: State and BLM land division projects;
GPS control surveys; quality control, settlement and as-built surveys; topographic surveys
for quantity and mapping; layout and control for aerial surveys; all control necessary for
use in construction; and tract boundary, ALTA and property subdivisions
29
KEY PERSONNEL
Page 26
Santa Margarita Water District
Construction Management Services for the
Tesoro Water Facilities, Zone II and Zone B Reservoirs
Project No. C-1767E
SANTA MARGARITA WATER DISTRICT
Jeff McDonnell, P.E., Project Manager
District Staff Inspector
STAKEHOLDERS
DISTRICT CONSULTANTS
Rancho Mission Viejo
U.S. Fish & Wildlife Service
Regional Water Quality Control Board
CA Department of Fish & Wildlife
General Contractor
Paso Robles Tank, Inc.
Design Engineers/Consultants
Michael Baker Intl (formerly RBF)
GMU Geotechnical, Inc.
ARMC
Public Utilities
PROJECT DIRECTOR
Mark Butier Jr.
RESIDENT ENGINEER
Eric Weber, P.E.
TECHNICAL ADVISORS
Casey Harris, Senior Scheduler
Joseph Blum, Grading
FIELD CM/INSPECTOR
Christopher “Casey” Lack
FIELD ENGINEER
Bryan Wilson
FIELD INSPECTORS
Butier Engineering, Inc.
Bart Crawford
Steve Naylor
Joseph Hawes
SURVEYING
Northstar Surveys, Inc.
Richard E. Freese, PLS
Principal Surveyor
KEY PERSONNEL
Page 27
SECTION 5. COST PROPOSAL
SMWD: CM Services for Tesoro Water Facilities, Zone II and Zone B Reservoirs
Task
March
April
May
June
July
August
Sept
October
Per Category
Per Category
Total Cost
Pre-Construction Services
Project Director
Resident Engineer
Field Construction Manager
M. Butier
E. Weber
C. Lack
$
$
$
168.00
154.00
130.00
M. Butier
E. Weber
C. Lack
B Wilson
$
$
$
$
168.00
154.00
130.00
140.00
M. Butier
E. Weber
C. Lack
$
$
$
168.00
154.00
130.00
TBD
TBD
TBD
$
$
$
M. Butier
E. Weber
C. Lack
40.0
20.0
0.0
$
40.0
20.0
$
$
6,160.00
2,600.00
Construction Administration Services
Project Director
Resident Engineer
Field Construction Manager
Field Engineer
0.0
$
40.0
640.0
$
98,560.00
20.0
0.0
100.0
$
$
14,000.00
0.0
$
0.0
168.0
$
$
-
0.0
$
0.0
0.0
$
$
$
$
$
168.00
154.00
130.00
0.0
$
-
0.0
0.0
$
$
-
0.0
$
-
$
$
-
0.0
0.0
$
$
-
$
$
$
$
168.00
154.00
130.00
140.00
100.0
40.0
100.0
100.0
100.0
100.0
100.0
40.0
-
Inspection
Project Director
Resident Engineer
Field Construction Manager
24.0
24.0
24.0
24.0
24.0
24.0
24.0
21,840.00
Survey
Northstar
Miscellaneous Material Testing
8,000.00
-
Construction Closeout
Project Director
Resident Engineer
Field Construction Manager
Extended Services:
Total Man-Hours Per Month
Hours Combined
Project Director
Resident Engineer
Field Construction Manager
Field Engineer
M. Butier
E. Weber
C. Lack
B. Wilson
100.0
0.0
40.0
20.0
40.0
164.0
0.0
100.0
24.0
40.0
124.0
0.0
100.0
24.0
0.0
124.0
0.0
100.0
24.0
0.0
124.0
0.0
100.0
24.0
0.0
124.0
0.0
100.0
24.0
0.0
124.0
0.0
100.0
24.0
0.0
84.0
0.0
40.0
24.0
20.0
968.0
0.0
680.0
188.0
100.0
$
$ 104,720.00
$ 24,440.00
$ 14,000.00
$
151,160.00
Page 28
MEMORANDUM
TO:
Engineering and Operations Board Committee
DATE: March 11, 2016
FROM:
Don Bunts/Tricia Butler
SUBJECT:
Consideration and Action on Chiquita Water Reclamation Plant Screw Press
Installation and Grit Washer Replacement, Award of Construction Contract,
C-1241T.002 and 1241T.006
SUMMARY
Issue: The existing belt filter presses and grit washer at the Chiquita Water Reclamation Plant
(WRP) have reached the end of their service life. Newer technologies are available that provide
a more cost effective operation and that reduces the potential for odors emitted from the
processes. An overflow weir and piping is needed to convey flow from the filter influent
channel to drain to avoid flooding of equipment in the filter complex in the event of filter
plugging or other abnormal operating conditions.
Recommendations: Approve the award of the construction contract for $xxx,xxx to install
two new screw presses, replace the existing grit washer and install a tertiary filter overflow
diversion system. The final numbers will be available for discussion at the March 11, 2016
Engineering and Operations Committee meeting.
Fiscal Impact: Total construction project $xxx,xxx.
Previously Related Action: In mid-2015, the Board approved pre-purchase of the screw
presses. In October 2015, the board approved pre-purchase of the grit washer and engineering
services for electrical and structural design, as well as a bulk polymer storage tank and
conveyor as long lead equipment required for the screw press installation. In November 2015,
the EOC reviewed the project in anticipation of bid and award.
Anticipated Board Action Date: It is anticipated that this item will be brought to the entire
Board for consideration at the March 18, 2016 Board of Directors meeting.
Adherence to Policy:
• This project is consistent with the District’s mission
o “Provide a high level of service with maximum cost effectiveness.”
o “Plan for the future to guarantee a safe and sufficient water supply and wastewater
reclamation service.”
• This project is consistent with the District’s Purchasing Policy and Procedures
Page 29
Engineering and Operations Committee
March 11, 2016
Page 2
DISCUSSION
The existing Belt Filter Presses (BFPs) at the CWRP were installed with the initial plant
construction in 1985. The two BFPs have reached the end of their service life and are costly to
maintain. Over the years the cost of disposing of the dewatered biosolids has become significantly
more expensive. One of the major components of this cost is the weight of the material (sludge)
that must be disposed of offsite. The weight of the sludge can be decreased by reducing the amount
of water in the “cake” which can only be accomplished by increasing the efficiency of the
dewatering process. Earlier in 2015, District staff evaluated options for dewatering equipment
including pilot testing of equipment. Based on this evaluation, the Huber Screw Presses were
recommended and approved by the Board for pre-purchase as a long lead item. Pre-purchase of a
bulk polymer storage tank and dewatered sludge cake conveyor were also approved. The proposed
layout of the equipment is shown in Figure 1:
Figure 1 - New Screw Press Layout
Page 30
Engineering and Operations Committee
March 11, 2016
Page 3
The existing grit classifier/washer was installed in the original Phase 1 Chiquita Water
Reclamation Plant construction in 1985 and is shown in Figure 2. A view from below is provided
in Figure 3. The temporary odor curtains are shown in Figure 4.
Figure 2 - Existing Grit Washer
Figure 3 - Existing Grit Washer from Below
Page 31
Engineering and Operations Committee
March 11, 2016
Page 4
Figure 4 - Existing Grit Washer - Temporary Curtains for Odor Control
Page 32
Engineering and Operations Committee
March 11, 2016
Page 5
Pre-purchase of a new grit washer was approved in October 2015, and design work initiated for
the installation of the grit washer. The layout of the new grit washer is shown in Figure 5. The
plan view is shown in the upper portion and a section view in the lower portion of Figure 5
Figure 5 - New Grit Washer installation
Page 33
Engineering and Operations Committee
March 11, 2016
Page 6
Construction requirements of both the screw press and grit washer are similar. Packaging the
projects together should result in more competitive bids and savings in administration of fewer
contracts.
Both the grit washer replacement and the screw press installation will reduce the potential for odor
emissions from the Chiquita Water Reclamation Plant. The screw presses enclose the dewatering
process. Newer technology grit washing equipment such as the Huber grit washer selected for this
project remove organics from the grit removed. Grit stored prior to disposal is clean and dry,
compared to previous stored grit with organic, odor-emitting materials.
In addition to the screw press and grit washer, installation of a tertiary filter overflow drain pipe is
included in this design package. The CWRP has experienced overflow from the filter basins under
certain abnormal operating conditions, which inundated and damaged pumps in an adjacent pump
pit. An overflow pipe in the filter influent channel is proposed to convey overflow to the ocean
outfall while the filter overflow conditions are being addressed. This overflow facility will also
serve future filtration units when the recycling capacity is expanded. A photo of the Filter Area is
shown in Figure 6.
Filters
(Below
Grating)
Pump
Pit
Figure 6 - Filter Chamber
District staff managed the production of design plans and specifications, and completed the civil
and mechanical design work. Sub-Consultants completed the electrical and structural engineering
design. General Contractors submitted bids on Thursday, March 10th. The apparent low bidder is
__________ with a bid of $xxx,xxx. Construction services are proposed to be performed by
District staff. A summary of all the bids is provided in the attachment to this memo.
FUNDING
The proposed project is part of the Phase IV Chiquita WRP Expansion, Contract No. C00E28 in
the current Capital Improvement Project budget, to be funded by future bond issue #4C for
Chiquita.
Page 34
MEMORANDUM
TO:
Board of Directors
DATE: March 11, 2016
FROM:
Don Bunts/Karla Houlihan
SUBJECT:
Consideration and Action on Construction Services for the Palmia Recycled Water
Project, Contract C-1254C.1
SUMMARY
Issue: The District is actively seeking ways to conserve domestic water and increase the
domestic water supply reliability. The Palmia neighborhood has 18 domestic meters that
currently supply domestic water for irrigation of the slopes and common areas. Expansion of
the existing Zone C recycled water distribution system will be constructed to allow for the
retrofit of these irrigation meters to recycled water services. The savings in domestic water
will be up to 70 acre-feet per year.
Recommendation: Award contract to _______________________in an amount not to exceed
$775,000 (estimated cost).
Fiscal Impact: Funding is to be provided from Capital New Projects Reserve.
Previously Related Action: The Board has directed staff to maximize the use of recycled
water for irrigation purposes and to convert those areas that provide the largest benefit/cost
ratio.
Anticipated Board Action Date: It is anticipated that this item will be brought to the entire
Board for consideration at the April 22, 2016 Board of Directors meeting.
Adherence to Policy:
•
•
This project is consistent with the District’s mission
o “…to provide our customers with quality water and wastewater services -maximizing human, environmental, and financial resources -- to help guide South
Orange County’s current and future water and wastewater needs.”
o “Provide a high level of service with maximum cost effectiveness.”
o “Plan for the future to guarantee a safe and sufficient water supply and wastewater
reclamation service.”
This project is consistent with the District’s Purchasing Policy and Procedures.
This proposed project is consistent with the District's Purchasing Policy because it was
competitively bid, was identified in the current fiscal year’s CIP, is more than $50,000
and requires Board approval.
Page 35
Board of Directors
March 11, 2016
Page 2
DISCUSSION:
The Palmia Recycled Water Distribution System is located in the Palmia neighborhood within the
City of Mission Viejo. The proposed project includes the conversion of existing domestic
irrigation services to recycled water irrigation services. In order to make the conversions of the
18 accounts and allow provisions for additional irrigation account conversions within multi-family
developments, the Zone C recycled water distribution system will be extended from an existing
lateral line that passes through the neighborhood on Monterey and Riviera. Exhibit A provides a
graphical representataion of the project area within the District’s boundaries as well as the
proposed distribution system.
The project is an opportunity to expand the recycled system and decrease the use of imported water
supply for non-potable demands. The distribution system includes the installation of 4- and 6- inch
PVC pipe along with necessary appurtenances. The location of the existing meters will remain
unchanged and the existing meters will be replaced with new meters. A portion of the area has
already been modified to provide the necessary recycled water notifications and recycled water
markings. Any additional required notifications, markings and signs will be installed prior to
providing service to ensure all irrigation systems are properly marked prior to recycled water being
delivered.
The contractor has been tasked with completing the construction and retrofit in phases. This will
allow groups of users to be brought online as the construction of the distribution system progresses.
The phasing of the conversion of irrigation accounts from domestic to recycled water will allow
the customers and the District to realize the benefits of the project rather than have to wait until
the construction of the entire project is complete.
Six of the bidders on the District’s pre-qualified contractors list are being notified of a pre-bid
meeting being held on March 24, 2016. The project bid date is April 7, 2016.
The low bidder, ______________________, has successfully completed other District projects in
the past and has most recently completed projects in ________________.
Staff recommends award of the contract to ________________to allow the construction services
process to proceed.
FUNDING
Construction funding for this project will be from Project Code G00CRP.
Description
Project Code
Funding Source
Palmia Recycled Water Project
Total
G00CRP
New Project Reserves
Amount
$ 775,000
$ 775,000
Page 36
388
S
LO
OS
IS
AL
SA
N
E
GU
VD
BL
MI
358
L
MA
514
529
ZA
200'
400'
AN
TL
CA
473
0
NC
547
359
355
472
Y
E
R
ACAPULCO
VI
ER
A
E
T
N
357
356
MO
570
391 523
492
392
SAN
TA M
ARG
ARIT
A
PKW
Y
CANARIA
519
M
A
N
A
R
A
479
R
SE
476
A
R
OR
D
N
A
T
RE
A
PROMENADE
P:\PROJECTS\CONVERSION PROJECTS\PALMIA CONVERSION\NON DOMESTIC RETROFIT DISTRICT METER MAP.dwg, File date: 8/18/2015 8:27 AM,
Print date: 8/19/2015 10:17 AM, by: Rivas, Alex
394
RI
ASTORIA
CARABELLA
UN
466
LEGEND & ABBREVIATIONS
393
IRRIGATION METER TO BE
CONVERTED
379
IRRIGATION METER FOR FUTURE
CONVERSION
PROPOSED RECYCLED WATER PIPE
EXISTING RECYCLED WATER PIPE
379 IRRIGATION METER IDENTIFICATION
NUMBER
RW RECYCLED WATER
MAY 2015
PALMIA RECYCLED WATER PROJECT
EXPANSION OF THE ZONE D
RECYCLED WATER DISTRIBUTION SYSTEM
EXHIBIT A
Page 37
MEMORANDUM
TO:
Engineering Committee
FROM:
Dan Ferons
SUBJECT:
Water Supply Projects Update
DATE: March 11, 2016
DISCUSSION
The District has an adopted strategic plan goal of the 10,000 to 14,000 acre feet (AF) of
alternative domestic water supply other than Metropolitan Water District of Southern
California. Currently the annual domestic water demand is approximately 24,000 AF and
prior to the drought declaration it was 28,000 AF. The plan is for 30 to 50% of the supply
to be under direct control of the District thereby reducing reliance on imported water from
Colorado River or Northern California.
The current water supply projects that are in various stages of review or planning are:
•
•
•
Cadiz: 5,000 AF of firm supply with an option for an additional 10,000 AF. This
is raw water delivered to the Colorado River Aqueduct for proposed wheeling
through the MWD system to the District for treatment at the Diemer Filtration
Plant or the Baker Treatment Plant. CEQA litigation is ongoing with the Appeals
Court date set for March 23, 2016. Cadiz is working with the Bureau of Land
Management to review BLM’s determination for use of the railroad right-of-way
for construction of the pipeline and MWD is reviewing its proposed operation of
the Colorado River Aqueduct in the future.
Poseidon: OCWD is reviewing delivery options if it enters into a purchase
arrangement with Poseidon Huntington Beach. One of the options is delivery of
10 MGD to south county agencies by agreement. The District is interested in
potentially receiving 5,000 AF. The Coastal Commission is scheduling a hearing
on the permit application, potentially in May or July. The project has also
submitted to the MWD Local Resource Program for funding. OCWD has not
finalized participation in the plant.
San Juan Watershed: The San Juan Basin Authority is finalizing a proposed
project which can be developed in phases. The project report is scheduled to be
completed this month. The District is reviewing the alternatives and phasing of
the various elements including stormwater recharge, urban return flows and
recycled water. A schedule will be developed over the next couple of weeks for
review with the Board of Directors.
Page 38
Board of Directors
March 11, 2015
Page 2
•
Cucamonga Valley Water District: The District has been working with various
agencies to develop a delivery mechanism for supplemental water during the
drought per the existing agreements. The water may be delivered via the Santa
Ana River during low flow conditions, for subsequent delivery via a partner
agency within the basin.
Part of the analysis is looking at the demand curves for the year. As we consider the
various deals we can enter into, the low flow environment may control the level of
projects we participate in and how we participate. For example, we have 13 cfs capacity
in the Baker Plant, which is 9,412 AF per year of supply or 785 AF per month. Our
minimum flows for a day or two during the rainy season are 14 or 15 cfs, the average low
is 17 or 18 cfs. As we discussed recently, this will impact our demands on the MWD
treated capacity system with it being used for peaking.
Page 39
SMWD CONSTRUCTION SUMMARY REPORT
CURRENT PROJECTS
DATE OF REPORT: MARCH 7, 2016
Contract
Administrator
Activity Name
Engineer/
Consultant
Contractor
Contractor's
P.O. No.
Inspector
Original Contract
Amount
Number of
Change Orders
Change Order Revised Contract
Amount to Date
Amount
Total Billed to
Date
Total Amount
Remaining
Total Retention
Project Award
Date
Project NTP
Date
Revised
Original
Completion
Completion Date
Date
CAPITAL IMPROVEMENT PROJECTS
COW CAMP 1B PIPELINES/1770B
L&S/RMV/FLAT
IRON
RMV
DIA/JOHN
PSOMAS
OLSSON
340772
TOM/JOHN
SMWD
SMWD STAFF
S.S. MECHANICAL
pending
JOHN
ESENCIA PA-2 LIFT STATION/1771
SMWD
PSOMAS
OLSSON
341764
JOHN/DOUG
$2,157,000.00
SO. CO. PIPELINE CONNECTION 6 TURNOUT FLOW
CONTROL/1771B
SMWD
SMWD
SSC
pending
Tom
ESENCIA ZONE 2 PUMP STATION/1767F
SMWD
PSOMAS
SSC
351362
TESORO ROUGH GRADING & STORM DRAIN/1767C
SMWD
RBF/BAKER
TESORO ZONE II & ZONE B TRANSMISSION MAINS/1767D
SMWD
TESORO ZONE 2 & B RESERVOIRS/1767E
LOS PATRONES TEMPORARY RECYCLED WATER FAC/1685E
PLANO FORCE MAIN TIJERAS CREEK CROSSING/1256.06
SMWD
BAKER TREATMENT PLANT/1744
IRWD
UPPER CHIQUITA RES. RECIRCULATION PUMP/1543A.09
$3,328,600.00
1
$134,610.00
$3,463,210.00
$3,275,321.75
$187,888.25
$163,766.09
17-Oct-14
$69,000.00
$64,000.00
$5,000.00
$3,200.00
1-Apr-15
$2,571,154.00
$1,751,843.00
$819,311.00
$87,592.15
11-May-15
21-May-15
30-Oct-15
$2,118,368.00
$2,118,368.00
$0.00
$2,118,368.00
26-Jan-16
19-Feb-16
15-Dec-16
TOM/DOUG
$2,715,000.00
$2,715,000.00
$299,149.03
$2,415,850.97
$14,957.45
20-Nov-15
17-Dec-16
13-Sep-17
MC KENNA
BUTIER/JEFF
$2,869,548.81
$2,869,548.81
$2,488,740.70
$380,808.11
$124,437.04
22-May-15
29-Jun-15
13-Nov-15
RBF/BAKER
CCL
DIA
$4,846,098.00
$4,846,098.00
$103,000.00
$4,743,098.00
$5,150.00
18-Dec-15
21-Jan-16
17-Oct-16
SMWD
RBF/BAKER
Bid opening
2/9/16
pending
BUTIER/JEFF
$4,830,000.00
$4,830,000.00
19-Feb-16
3-Mar-16
28-Nov-16
SMWD
HUITT ZOLLAR
LEATHERWOOD
351165
DIA
$788,950.00
$788,950.00
$718,950.00
$70,000.00
$35,947.50
17-Oct-15
4-Nov-15
2-Feb-16
RELOCATION OF CP FOR CLOP/1252.30
SMWD
RBF
FARWEST
340776
DIA
$101,230.00
$101,230.00
$101,230.00
$0.00
$5,061.50
17-Oct-14
24-Nov-14
27-Feb-15
2013 UPGRADE & REPL PROGRAM/1650F
SMWD
RBF
FARWEST
331316
JAIME
$99,100.00
$99,100.00
$98,995.00
$105.00
n/a
21-Feb-14
14-Apr-14
2015
PLANO FORCE MAIN SPILL REVEG/1256.05.01L
SMWD
DUDEK
NAKAE
301822
JAIME
$34,565.00
$34,565.00
$28,509.00
$6,056.00
n/a
13-May-11
31-May-12
31-May-17
UCR UPLAND RESTORATION & REVEG/1543A.03L
SMWD
PACIFIC
RESTORATION
320513
JAIME
$315,000.00
$315,000.00
$182,500.00
$132,500.00
n/a
14-Dec-11
30-Apr-13
30-Apr-18
MIDDLE CHIQUITA REVEG & 5 YEAR MAINT/1766.02L
SMWD
NAKAE
311140
TOM/DIA
$857,840.00
$857,840.00
$452,383.45
$405,456.55
4-Dec-14
17-Feb-15
8-Dec-19
REVEG OVERSIGHT & ANNUAL REPORTS/1511G.01L
SMWD
LEATHERMAN
BIOCONSULTING
320400
JAIME
$11,800.00
$11,800.00
$11,800.00
$0.00
n/a
30-Jul-12
7-Jan-14
pending
JOHN
$498,460.50
$498,460.50
22-Jan-16
19-Feb-16
17-Feb-21
TOM
$2,681,407.20
$2,681,407.20
$69,000.00
2
$414,154.00
$4,830,000.00
9-Mar-15
1-Jul-15
4-Sep-15
1-Mar-16
13-Dec-15
CATHODIC PROTECTION
MITIGATION AND REVEGETATION
GOBERNADORA MULTIPURPOSE BASIN MITIGATION AND
YEAR MAINTENANCE/1685L.01
$22,619.18
5SMWD
SMWD
NATURES IMAGE
SMWD
SMWD STAFF
L&S
CONSTRUCTION
$498,460.50
NON DOMESTIC CONVERSION PROJECTS
CALIFIA ZONE C CONVERSION/1746
S:\_BOARD PACKAGES\2016 Staff Reports by Month\03 March\STANDING COMMITTEES\EO\SMWD Construction Report Jeff - Laurel BDM2 2016-03-07.xlsx
Page 1 of 5
$1,089,523.00
$1,591,884.20
$54,476.15
3-Jun-15
12-Oct-15 Est. 18-Dec-15
Page 40Laurel Haberchak
Printed: 3/7/2016
SMWD CONSTRUCTION SUMMARY REPORT
DATE OF REPORT: JANUARY 15, 2016
Activity Name
Contract
Administrator
Engineer/
Consultant
Contractor
CAPITAL IMPROVEMENT PROJECTS
COMPLETED PROJECTS
GOBERNADORA UPPER
BASIN/1685C
SMWD
PACE
J R FILANC
GOBERNADORA LOWER
BASIN/1685D
SMWD
PACE
ACI
MID CHIQUITA ZONE 1 & A
PIPELINES/1766A
SMWD
RBF
LEATHERWOOD
MID CHIQUITA ZONE 1 & A
RESERVOIRS/1767A&B
SMWD
RBF
PASO ROBLES TANK
CORDOVA LIFT STATION
REHAB/1180.05
SMWD
SMWD STAFF
S.S. MECHANICAL
Page 41
Contract
Number of
Change
or's P.O. Inspect Original Contract
Change Order Revised Contract
No.
or
Amount
Orders
Amount to Date
Amount
330573
JOHN
$10,322,000.00
5
$3,772,312.00
$14,094,312.00
340850
JOHN
$6,475,960.00
3
$279,324.43
$6,755,284.43
330538 DIA/TOM
$5,591,100.00
$1,163,510.81
$6,754,610.81
330710 TOM/DIA
$6,876,002.00
$30,847.32
$6,906,849.32
$11,439.00
$160,439.00
pending
TOM
$149,000.00
1
Page 42
Total Billed to
Date
Total
Amoun
t
Remain
ing
Total
Retention
Project
Award
Date
Original
Project NTP Completion
Date
Date
$14,094,312.00
$0.00
$704,715.60
25-Sep-13
16-Aug-13 31-Dec-15
$6,755,284.43
$0.00
$337,674.22
1-Oct-14
21-Oct-14
30-Apr-15
$6,754,610.81
$0.00
$260,680.00
16-Aug-13
16-Aug-13
30-Apr-14
$6,906,849.32
$0.00
$342,678.94
18-Oct-13
10-Nov-13
12-Sep-14
$160,439.00
$0.00
$8,021.95
1-Apr-15
21-May-15
18-Sep-15
Page 43
Revised
Completion
Date
28-Feb-15
21-Nov-14
31-May-15
Page 44