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HomeMy WebLinkAbout21- Task Order 7 - DOWL- South Tracy StormwaterDocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 EXHIBIT A TO PROFESSIONAL SERVICES AGREEMENT TASK ORDER NUMBER 7 - South Tracy Stormwater Issued under the authority of Professional Services Agreement between the City of Bozeman and DOWL (CONTRACTOR) for: A range of professional and technical services, including but not necessarily limited to engineering design, preparation of construction documents, project bidding, and construction administration services for various stormwater improvement projects, as requested by the City through issuance of individual, consecutively numbered Task Orders on an as needed and requested basis. This Task Order is dated November 16, 2021 between City of Bozeman (City) and DOWL, LLC (Contractor). The following representatives have been designated for the work performed under this Task Order: City: Adam Oliver, Stormwater Project Manager Contractor: Wade Irion, Water Practice Lead SCOPE OF WORK: (attach additional sheet(s) as required) Exhibit A - Scope of Services 2021 South Tracy Stormwater Improvements COMPENSATION: Contractor shall be reimbursed on a Time and Materials basis. Contractor shall invoice no more often than monthly for services provided in the prior month. The provisions of the Professional Services Master Task Order Agreement and any Special Terms and Conditions and/or Exhibits or Attachments to this Task Order shall govern the Work. **** END OF AGREEMENT EXCEPT FOR SIGNATURES**** Stormwater Division Request for Qualifications Page I 11 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216Wade IrionWater Practice LeadAssistant City AttorneyAnna SaverudJeff MihelichCity Manager Page 1 Task Order #07 Exhibit A – Scope of Services 2021 South Tracy Stormwater Improvements Introduction The City of Bozeman (City) Stormwater Division has identified two (2) stormwater collection pipelines in need of replacement due to their age, hydraulic capacity, and upstream development/improvements in the contributing drainage basin. The storm drain replacement projects are part of the City’s Stormwater Capital Improvement Plan and are further described below: South Tracy Ave - Cleveland Street The City would like to replace approximately 230 feet of 18-inch diameter vitrified clay storm drain pipe located within City right-of-way and a utility easement on private property east of the South Tracy Avenue and Cleveland Street intersection. The primary driver of the project is to replace the aging storm drain pipe prior to the redevelopment of the private property parcel (918 South Tracy Ave.), and future downstream stormwater improvements. South Tracy Ave. – Babcock to Main Street The City has identified approximately 580 feet of 12-inch diameter vitrified clay storm drain within South Tracy Avenue from East Babcock Street to the alleyway north of East Main Street as deteriorated and a hydraulic constraint in the stormwater collection system. In 2018, the storm drain main south of East Babcock Street (upstream) was replaced with 18-inch diameter PVC pipe, and a stormwater treatment unit was installed near the alleyway north of East Main Street (downstream). Additionally, a 2019 video inspection of the 12-inch storm drain revealed pipe deflection (squashed pipe) which could lead to failure of the brittle vitrified clay pipe. The City would like to replace the 580 feet of 12-inch diameter storm drain with consideration to using a trenchless means of construction. The following scope of services for the above described projects will generally consist of topographical surveys, preliminary design recommendations for sizing and construction methods, permitting, development of construction documents, and construction administration services. A detailed description of engineering services is identified in the subsequent sections. It is assumed that the City of Bozeman will provide Project Management throughout the duration of the projects and will be responsible for the following tasks:  Bidding and Contract Negotiations  Hosting the Pre-bid and Pre-construction Meetings  Reviewing Construction Schedules  Providing Public Outreach and Coordination with Property Owners  Acquiring necessary project easements  Administering Recommended Change Orders and Work Change Directives  Processing Applications for Payment  Managing the Construction Contract and Related Disputes (as needed)  Issuing Notice of Substantial and Final Project Completion  Providing other Non-Technical General Construction Administration Tasks DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Task Order #07, Exhibit A – Scope of Services 2021 South Tracy Stormwater Improvements Page 2 DOWL will provide the following project design and construction administration services for the proposed Projects. Scope of Services (Basic Services) The below tasks will be completed for both proposed storm drain replacement projects unless specified otherwise in the project task description. Project invoices will be delivered electronically to the City’s Project Manager monthly for processing and payment. Invoicing will track each project separately on the same invoice and will include services completed for the invoiced period, monthly charges, total spent, and amount remaining. Task 1. Preliminary Project Design 1. Complete the following specific tasks related to the preliminary design of the 2021 South Tracy Stormwater Improvements project: a. Task 100 – Project Management, Quality Control, and Design Review Meeting(s): Perform general project management tasks, including job setup, contracting, internal quality control procedures, project planning, scheduling, and coordination calls and meetings related to Task 1. b. Task 110 – Utility Locates and Survey: Survey base mapping will be developed for the two (2) project corridors. Services performed under this task will include requesting utility locates, survey of utilities, and topographic survey of the project vicinity. DOWL will develop and submit a utility locate request and will survey the locations of utilities within the project corridor. Rim elevation survey and measure-downs to pipe inverts will be completed to document existing pipe elevations and sizes of the stormwater, sanitary sewer and water infrastructure. The survey will be completed in NAD83 state plane coordinates and using the vertical datum NAVD88. DOWL will notify the City of Bozeman in advance of the utility locates and survey to obtain permission to enter private property in the vicinity of the project. c. Task 120 – Preliminary Design: DOWL will evaluate the existing hydraulic capacity based on the collected field data obtained in Task 110 of sections of the storm drain proposed for improvement, in addition to the upstream and downstream reaches. DOWL will provide recommendations to the City for the means of pipe replacement construction, i.e. traditional trench and replacement or in situ trenchless pipeline replacement. The sizing of the replacement storm drains will be based on a balance of required sizing based on previously completed stormwater modeling studies and practical solutions based on site-specific project constraints. Additional hydrologic modeling of the contributing stormwater basins will not be completed for pipe sizing recommendations. 2. The following project deliverables will be provided to the City for review and comment. DOWL will provide digital PDF copies of all deliverables. It is assumed that review comments will be received from the City within 14 days of receipt of each review set described below. a. Technical Memorandum of design assumptions, recommended construction methods, project exhibit(s), and a preliminary engineer’s estimate of probable construction cost. 3. Design Review Meeting: A design review meeting will be conducted after the Technical Memorandum submittals to review the project recommendations and discuss City comments. It is assumed that the design review meeting will be held virtually via teleconference or Microsoft Teams. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Task Order #07, Exhibit A – Scope of Services 2021 South Tracy Stormwater Improvements Page 3 Task 2. Construction Documents 1. Complete the following specific tasks related to project design and development of the 2021 South Tracy Stormwater Improvements project construction documents. The project tasks listed below will be completed for each project separately unless otherwise noted. a. Task 200 – Project Management, Quality Control, and Design Review Meeting(s): Perform general project management tasks, internal quality control procedure, project planning, scheduling, and coordination calls and meetings related to Task 2. b. Task 210 – Construction Drawings: DOWL will develop construction drawings for the proposed storm drain improvements, with two (2) sets of construction drawings describing each project. The project construction drawings will generally consist of the following: Table 1 – Preliminary Sheet Index Drawing No. Drawing Description G00 Cover Sheet G01 General Notes, Legend, Abbreviations, Survey Control C01 Existing Conditions C02 Overall Project Site Improvements Map C03 Stormwater Pipeline Plan and Profile D01 Standard Details c. Task 220 – Construction Specifications: Project specifications will be based upon the Montana Public Works Standard Specifications, Sixth Edition (April 2010) and the City of Bozeman Modifications to Montana Public Works Standard Specifications, Sixth Edition, March 21, 2011, and Addenda No. 1 through No. 3. i. Project specific conditions and construction constraints will be outlined in a separate Summary of Work to detail the work description, identify work sequence restrictions, bypass pumping operation, work schedule, etc. ii. Additionally, DOWL will provide a draft advertisement for bidding, itemized bid schedule, measurement and payment, and standalone modifications to Montana Public Works Standard Specifications as necessary. d. Task 230 – Engineers’ Estimate of Probable Construction Cost: DOWL will develop an engineers’ opinion of probable construction cost for the project to assist the City with project planning and budgeting. e. Task 240 – Montana Department of Transportation Permitting and Coordination: The South Tracy Ave. – Babcock to Main Street pipeline will require permitting and coordination with the Montana Department of Transportation (MDT). DOWL will complete the required permitting on behalf of the City. For the purpose of budgeting, a total of 25-manhours are assumed for the completion of this task and all associated permit fees will be paid by the Owner. 2. The following project deliverables will be provided to the City for review and comment including review by legal counsel or other advisors as appropriate. Each project will have separate submittal intended to provide the City with flexibility for bidding the project independent of each other and on separate construction schedules. DOWL will provide digital PDF copies of all deliverables unless otherwise noted DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Task Order #07, Exhibit A – Scope of Services 2021 South Tracy Stormwater Improvements Page 4 below. It is assumed that review comments will be received from the City within 14 days of receipt of each review set described below. a. 95% complete set of construction drawings and technical specifications, and engineer’s estimate of probable construction cost, for each project (2). b. Project Manual consisting of issued for construction (100%) project drawings and technical specifications necessary for bidding and construction of the proposed projects, for each project (2). 3. Design Review Meeting: A design review meeting will be conducted after the 95% submittal to review the project and discuss City comments. It is assumed that the design review meeting will be held virtually via teleconference or Microsoft Teams. Task 3. Assistance During Bidding and Contract Award 1. Task 300 – Assist the city in advertising for and obtaining bid proposals for the Work. a. Assist the City with bidding documents for the City to post and manage through QuestCDN. b. Assist the City in providing clarifications to Contractor questions during bidding. c. Assist in developing addenda as appropriate to clarify, correct, or change the bidding documents. One addendum is assumed following the pre-bid meeting to distribute meeting minutes and provide formal answers to any questions posed/answered at the pre-bid meeting. The City will post addendum(s) to Quest for Planholder distribution. 2. Task 310 – Assist in preparing an agenda and participate in a Pre-bid meeting to summarize the project for interested bidders and gather questions for clarifications via addendum, if needed. It is assumed that the City will be responsible for bid opening, certified bid tab, assembly of insurance, bonds, agreements, and additional documents to finalize the bidding process and award the contract. Task 4. Construction Administration Upon successful completion of the bidding, negotiating and project construction award, and upon written authorization from the City, DOWL shall: 1. Task 400 – General Administration of Construction Contract: DOWL with the City, act as the Owner’s representative as provided in the Construction Contract. The extent and limitations of the duties, responsibilities, and authority of Engineer as assigned in the Construction Contract shall not be modified, except as Engineer may otherwise agree in writing. All of Owner’s instructions to Contractor will be issued through the Engineer, which shall have authority to act on behalf of the Owner in dealings with the Contractor to the extent provided in this Agreement and the Construction Contract except as otherwise provided in writing. 2. Task 410 – Pre-Construction Conference: Participate in a Pre-Construction Conference prior to commencement of Work at the Site. 3. Task 420 – Shop Drawings and Samples: Review and approve or take other appropriate action in respect to Shop Drawings and Samples and other information that Contractor is required to submit, but only for conformance with the information provided in the Contract Documents and compatibility with the design concept of the completed Project as a functioning whole as indicated by the Contract Documents. Such DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Task Order #07, Exhibit A – Scope of Services 2021 South Tracy Stormwater Improvements Page 5 reviews and approvals or other action will not extend to means, methods, techniques, sequences, or procedures of construction or to safety precautions and programs incident thereto. a. Substitutes and “or-equal”: Evaluate and determine the acceptability of substitute or “or-equal” materials and equipment proposed by Contractor, but subject to the Additional Services provisions of Attachment 1. 4. Task 430 – Visits to Site and Observation of Construction: In connection with observations of Contractor’s Work while it is in progress: a. Make visits to the Site at intervals appropriate to the various stages of construction, as Engineer deems necessary, to observe as an experienced and qualified design professional the progress of Contractor’s executed Work. Such visits and observations by Engineer, and the Resident Project Representative, if any, are not intended to be exhaustive or to extend to every aspect of Contractor’s Work in progress or to involve detailed inspections of Contractor’s Work in progress beyond the responsibilities specifically assigned to Engineer in this Agreement and the Contract Documents, but rather are to be limited to spot checking, selective sampling, and similar methods of general observation of the Work based on Engineer’s exercise of professional judgment, as assisted by the Resident Project Representative, if any. Based on information obtained during such visits and observations, Engineer will determine in general if the Work is proceeding in accordance with the Contract Documents, and Engineer shall keep Owner informed of the progress of the Work. b. The purpose of Engineer’s visits to, and representation by the Resident Project Representative, if any, at the Site, will be to enable Engineer to better carry out the duties and responsibilities assigned to and undertaken by Engineer during the Construction Phase, and, in addition, by the exercise of Engineer’s efforts as an experienced and qualified design professional, to provide Owner a greater degree of confidence that the completed Work will conform in general to the Contract Documents and that Contractor has implemented and maintained the integrity of the design concept of the completed Project as a functioning whole as indicated in the Contract Documents. Engineer shall not, during such visits or as a result of such observations of Contractor’s Work in progress, supervise, direct, or have control over Contractor’s Work, nor shall Engineer have authority over or responsibility for the means, methods, techniques, sequences, or procedures of construction selected or used by Contractor, for security or safety at the Site, for safety precautions and programs incident to Contractor’s Work, nor for any failure of Contractor to comply with Laws and Regulations applicable to Contractor’s furnishing and performing the Work. Accordingly, Engineer neither guarantees the performance of any Contractor nor assumes responsibility for any Contractor’s failure to furnish or perform the Work in accordance with the Contract Documents. c. For the purpose of budgeting, a total of two (2) engineer site visits are assumed for each project. 5. Task 440 – Quality Assurance: It is assumed that the Contractor will complete Quality Control testing as specified and required in the project specifications. DOWL will assist the City of Bozeman in reviewing the Contractor’s quality control test results, including compaction and leak detection testing. For the purpose of budgeting, a total of 5 manhours are assumed for each project to complete of this task. 6. Task(s) 450 – Defective Work: Reject Work if, on the basis of Engineer’s observations, Engineer believes that such Work (a) is defective under the standards set forth in the Contract Documents, (b) will not produce a completed Project that conforms to the Contract Documents, or (c) will imperil the integrity of the design concept of the completed Project as a functioning whole as indicated by the Contract Documents. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Task Order #07, Exhibit A – Scope of Services 2021 South Tracy Stormwater Improvements Page 6 7. Task(s) 450 – Clarifications, Interpretations, Field Orders: Issue necessary clarifications and interpretations of the Contract Documents as appropriate to the orderly completion of Contractor’s work. Such clarifications and interpretations will be consistent with the intent of and reasonably inferable from the Contract Documents. Subject to any limitations in the Contract Documents, Engineer may issue field orders authorizing minor variations in the Work from the requirements of the Contract Documents. 8. Task(s) 450 – Change Orders and Work Change Directives: Recommend change orders and work change directives to Owner, as appropriate, and prepare change orders and work change directives as required. 9. Task(s) 460 – Substantial Completion: Promptly after notice from Contractor that Contractor considers the entire Work ready for its intended use, in company with Owner and Contractor, visit the Project to determine if the Work is substantially complete. If after considering any objections of Owner, Engineer considers the Work substantially complete, Engineer shall deliver a certificate of Substantial Completion to Owner for final processing. 10. Task(s) 460 – Final Notice of Acceptability of the Work: Conduct a final visit to the Project to determine if the completed Work of Contractor is acceptable so that Engineer may recommend, in writing, final payment to Contractor. 11. Task 450 – Post Construction Activities: a. Record Drawings: DOWL will develop record drawings incorporating any field changes or updates to as-recorded information. b. Post Construction Walk-through(s): DOWL, together with the City of Bozeman, will visit the Project to observe any apparent defects in the Work, assist City in consultations and discussions with Contractor concerning correction of any such defects, and make recommendations as to replacement or correction of defective Work, if any. c. Warranty Walk-through: DOWL, together with the City of Bozeman, will participate in a Two-Year Warranty Walk-through inspection of the Project to observe any apparent defects in the Work, assist the City in consultations and discussions with Contractor concerning correction of any such defects, and make recommendations as to replacement or correction of defective Work, if needed. Task 5. Construction Inspection 1. Task 500 – Resident Project Representative (RPR) a. Provide the services of an RPR at the Site to assist the Engineer and to provide more extensive observation of Contractor’s work. Duties, responsibilities, and authority of the RPR are as set forth in Attachment 3. The furnishing of such RPR’s services will not limit, extend, or modify Engineer’s responsibilities or authority except as expressly set forth in Attachment3. b. Duration of Construction Phase and Timing/Number of RPRs Expected Site Visits: The Construction Phase will commence with the execution of the first Construction Contract for the Project or any part thereof and will terminate upon written recommendation by Engineer for final payment to Contractor(s). Subject to the provisions of Attachment 1, Engineer shall be entitled to an equitable increase in compensation if Construction Phase services (including Resident Project Representative services, if any) are required after the original date for completion and readiness for final payment of Contractor as set forth herein or in the Construction Contract. i. South Tracy Ave. – Cleveland Street: The anticipated duration of on-site construction activities is estimated at a maximum of 30 calendar days. RPR services are as indicated in DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Task Order #07, Exhibit A – Scope of Services 2021 South Tracy Stormwater Improvements Page 7 Attachment 3. DOWL will provide RPR services for the following construction activities/milestones. 1. Meet with Contractor on-site to discuss project schedule and observe initial construction actives (1 site visit) 2. Observe bypass pumping operation (1 site visit) 3. Observe Cleveland Street excavation (1 site visit) 4. Observe stormwater main replacement and flowable fill backfill within Cleveland Street (4-site visits) 5. Observe manhole subgrade, pipe connections, and backfill (2 site visits) 6. Observe connection to existing (1 site visit) 7. Observe placement of pavement and restoration (1 site visit) 8. Post construction activities (1 site visits) ii. South Tracy Ave – Babcock to Main: The anticipated duration of on-site construction activities is estimated at a maximum of 60 calendar days. RPR services are as indicated in Attachment 3. DOWL will provide RPR services for the following construction activities/milestones. 1. Meet with Contractor on-site to discuss project schedule, layout, and initial construction activities (1 site visit) 2. Observe traffic control and public safety measures (1 site visit) 3. Observe Babcock Street excavation (1 site visit) 4. Observe stormwater main replacement and flowable fill backfill (6-site visits) 5. Observe manholes subgrade, pipe connections, and backfill (2 site visits) 6. Observe connections to existing (2 site visit) 7. Observe placement of paving and concrete (2 site visit) 8. Post construction activities (2 site visits) iii. To facilitate public communication and coordination with DOWL within a normal workday duration, it is proposed for consideration to require construction working hours from 8 A.M. to 5 P.M. MDT will require the construction of the stormwater main across Main Street to be completed during the night. RPR service will be completed during alternative working hours for this section of the pipeline improvements only. c. Limitation of Responsibilities: Engineer shall not be responsible for the acts or omissions of any Contractor, Subcontractor or Supplier, or other individuals or entities performing or furnishing any of the Work, for safety or security at the Site, or for safety precautions and programs incident to Contractor's Work, during the Construction Phase or otherwise. Engineer shall not be responsible for the failure of any Contractor to perform or furnish the Work in accordance with the Contract Documents. Compensation 1. Basic Services: Table 2 and 3 outline DOWL’s estimated fee for the proposed Scope of Services. Given the variable nature of the services potentially required, it is anticipated that this task order will be managed on a Time and Materials basis. The distribution of fees between individual tasks may be altered to be consistent with the services actually rendered, but the total compensation will not be exceeded without prior written consent of the City of Bozeman. Table 2 – Task Order #07 Compensation – Cleveland Street DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Task Order #07, Exhibit A – Scope of Services 2021 South Tracy Stormwater Improvements Page 8 Task Description Estimated Fee Task 1 – Preliminary Project Design $ 5,600.00 Task 2 – Project Design and Construction Documents $ 7,700.00 Task 3 – Assistance During Bidding and Contract Award $ 3,200.00 Task 4 –Construction Administration $ 6,800.00 Estimated Total Fee – Cleveland Street $ 23,300.00 Table 3 – Task Order #07 Compensation – Babcock to Main Task Description Estimated Fee Task 1 – Preliminary Project Design $ 10,000.00 Task 2 – Project Design and Construction Documents $ 15,800.00 Task 3 – Assistance During Bidding and Contract Award $ 3,200.00 Task 4 –Construction Administration $ 9,100.00 Estimated Total Fee – Babcock to Main $ 38,100.00 2. Resident Project Representative – Standard Hourly Rates a. Owner shall pay Engineer for Resident Project Representative Basic Services as follows: i. Resident Project Representative Services: For services of Engineer’s Resident Project Representative under Task 5 of this Exhibit A, an amount equal to the cumulative hours charged to the Project by each class of Engineer’s personnel times Standard Hourly Rates for each applicable billing class at the rates set forth in Attachment 2 to this Exhibit A for all Resident Project Representative services performed on the Project, plus related Reimbursable Expenses and Engineer’s Consultant’s charges, if any. 1. South Tracy Ave – Cleveland Street: The total compensation under this Paragraph is estimated to be $6,400.00 based upon periodic RPR services at the key construction activities described above over a 30-calendar day construction schedule. 2. South Tracy Ave – Babcock to Main Streets: The total compensation under this Paragraph is estimated to be $11,900.00 based upon periodic RPR services at the key construction activities described above over a 60-calendar day construction schedule. b. Compensation for Reimbursable Expenses: i. For those Reimbursable Expenses that are not accounted for in the compensation for Basic Services under 2.a.i. Resident Project Representative Services above, and are directly related to the provision of Resident Project Representative Basic Services, Owner shall pay Engineer at the rates set forth in Attachment 2 to this Exhibit A. 3. Additional Services – Standard Hourly Rates a. Owner shall pay Engineer for Additional Services, if any, as follows: DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Task Order #07, Exhibit A – Scope of Services 2021 South Tracy Stormwater Improvements Page 9 i. For services of Engineer’s personnel engaged directly on the Project pursuant to Attachment 1, Additional Services Requiring Owner’s Written Authorization of Exhibit A, an amount equal to that separately negotiated for the Additional Services based on the nature of the required Additional Services. ii. For services of Engineer’s personnel engaged directly on the Project pursuant to Attachment 1 Additional Services Not Requiring Owner’s Written Authorization an amount equal to the cumulative hours charged to the Project by each class of Engineer’s personnel times Standard Hourly Rates for each applicable billing class, plus related Reimbursable Expenses and Engineer’s Consultant’s charges, if any. b. Other Provisions Concerning Payment of Additional Services: i. Whenever Engineer is entitled to compensation for the charges of Engineer’s Consultants, those charges shall be the amounts billed by Engineer’s Consultants to Engineer times a factor of 1.10. ii. The amounts payable to Engineer for Reimbursable Expenses, if any, will be the related internal expenses actually incurred or allocated by Engineer, plus all invoiced external Reimbursable Expenses allocable to such Additional Services, the latter multiplied by a factor of 1.10. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Attachment 1 to Exhibit A Professional Services Contract June 2021 Page 1 of 3 This is Attachment 1, consisting of 3 pages, referred to in and part of the Exhibit A Task Order 07 of the Agreement between Owner and DOWL for Professional Services dated September 16, 2019. Project No: Additional Services 1.01 Additional Services Requiring Owner’s Written Authorization A. If authorized in writing by Owner, Engineer shall furnish or obtain from others Additional Services of the types listed below. 1. Preparation of applications and supporting documents (in addition to those furnished under Basic Services) for private or governmental grants, loans, or advances in connection with the Project; preparation or review of environmental assessments and impact statements; review and evaluation of the effects on the design requirements for the Project of any such statements and documents prepared by others; and assistance in obtaining approvals of authorities having jurisdiction over the anticipated environmental impact of the Project. 2. Services to make measured drawings of or to investigate existing conditions or facilities, or to verify the accuracy of drawings or other information furnished by Owner or others. 3. Services resulting from significant changes in the scope, extent, or character of the portions of the Project designed or specified by Engineer or its design requirements including, but not limited to, changes in size, complexity, Owner’s schedule, character of construction, or method of financing; and revising previously accepted studies, reports, Drawings, Specifications, or Contract Documents when such revisions are required by changes in Laws and Regulations enacted subsequent to the Effective Date or are due to any other causes beyond Engineer’s control. 4. Services resulting from Owner’s request to evaluate additional Study and Report Phase alternative solutions beyond those identified in Exhibit A Basic Services, if any. 5. Services required as a result of Owner’s providing incomplete or incorrect Project information to Engineer. 6. Providing renderings or models for Owner’s use. 7. Undertaking investigations and studies including, but not limited to, detailed consideration of operations, maintenance, and overhead expenses; the preparation of financial feasibility and cash flow studies, rate schedules, and appraisals; assistance in obtaining financing for the Project; evaluating processes available for licensing, and assisting Owner in obtaining process licensing; detailed quantity surveys of materials, equipment, and labor; and audits or inventories required in connection with construction performed by Owner. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Attachment 1 to Exhibit A Professional Services Contract June 2021 Page 2 of 3 8. Furnishing services of Consultants for other than Exhibit A Basic Services. 9. Services attributable to more prime construction contracts than specified in Exhibit A, Basic Services, if any. 10. If not required as part of Basic Services defined in Exhibit A, preparing for, coordinating with, participating in and responding to structured independent review processes, including, but not limited to, construction management, cost estimating, project peer review, value engineering, and constructability review requested by Owner; and performing or furnishing services required to revise studies, reports, Drawings, Specifications, or other Bidding Documents as a result of such review processes. 11. If not required as part of Basic Services defined in Exhibit A above, preparing additional Bidding Documents or Contract Documents for alternate bids or prices requested by Owner for the Work or a portion thereof. 12. Assistance in connection with Bid protests, rebidding, or renegotiating contracts for construction, materials, equipment, or services. 13. Providing construction surveys and staking to enable Contractor to perform its work other than as required under Exhibit A, Basic Services, including any type of property surveys or related engineering services needed for the transfer of interests in real property; and providing other special field surveys. 14. Providing Construction Phase services beyond the original date for completion and readiness for final payment of Contractor. 15. Providing assistance in responding to the presence of any Constituent of Concern at the Site, in compliance with current Laws and Regulations. 16. If not required as part of Basic Services defined in Exhibit A, preparing Record Drawings showing appropriate record information based on Project annotated record documents received from Contractor, and furnishing such Record Drawings to Owner. 17. If not required as part of Basic Services defined in Exhibit A, preparation of operation and maintenance manuals. 18. Preparing to serve or serving as a consultant or witness for Owner in any litigation, arbitration, or other dispute resolution process related to the Project. 19. Providing more extensive services required to enable Engineer to issue notices or certifications requested by Owner other than those required under Exhibit A, Basic Services. 20. If not required as part of Basic Services defined in Exhibit A, assistance in connection with the adjusting of Project equipment and systems. 21. If not required as part of Basic Services defined in Exhibit A, assistance to Owner in training Owner’s staff to operate and maintain Project equipment and systems. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Attachment 1 to Exhibit A Professional Services Contract June 2021 Page 3 of 3 22. If not required as part of Basic Services defined in Exhibit A, assistance to Owner in developing procedures for (a) control of the operation and maintenance of Project equipment and systems, and (b) related record-keeping. 23. If not required as part of Basic Services defined in Exhibit A, overtime work requiring higher than regular rates. 24. Other services performed or furnished by Engineer not otherwise provided for in this Agreement. 1.02 Additional Services Not Requiring Owner’s Written Authorization A. Engineer shall advise Owner in advance that Engineer will immediately commence to perform or furnish the Additional Services of the types listed below. For such Additional Services, Engineer need not request or obtain specific advance written authorization from Owner. Engineer shall cease performing or furnishing such Additional Services upon receipt of written notice from Owner. 25. Additional or extended services during construction made necessary by (1) emergencies or acts of God endangering the Work (advance notice not required), (2) the presence at the Site of any Constituent of Concern or items of historical or cultural significance, (3) Work damaged by fire or other cause during construction, (4) a significant amount of defective, neglected, or delayed work by Contractor, (5) acceleration of the progress schedule involving services beyond normal working hours, or (6) default by Contractor. 26. Services (other than Basic Services during the Post-Construction Phase) in connection with any partial utilization of any part of the Work by Owner prior to Substantial Completion. 27. Evaluating an unreasonable claim or an excessive number of claims submitted by Contractor or others in connection with the Work. 28. Services during the Construction Phase rendered after the original date for completion of the Work referred to above. 29. Reviewing a Shop Drawing more than three times, as a result of repeated inadequate submissions by Contractor. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 This is Attachment 2, consisting of 4 pages, referred to in and part of the Exhibit A Task Order 07 of the Agreement between Owner and DOWL for Professional Services dated September 16, 2019. Project No: DOWL Montana Fee Schedule DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Effective July 4, 2021 Until Further Notice 1 | Page MONTANA FEE SCHEDULE Personnel Billing Rates Personnel are identified on our invoices by name and/or labor category. Description Rate Description Rate Accounting Manager $160 Accounting Technician $95 Administrative Assistant $65 Administrative Manager $100 Biologist I $105 Biologist II $115 Biologist III $125 Biologist IV $135 Biologist V $180 CAD Drafter I $80 CAD Drafter II $95 CAD Drafter III $105 CAD Drafter IV $115 CAD Drafter V $125 Civil and Transportation Designer $100 Contract Administrator I $135 Contract Administrator II $160 Corporate Development Manager $195 Crew Chief I $95 Crew Chief II $105 Crew Chief III $110 Crew Chief IV $120 Crew Chief V $130 Cultural Resources Specialist I $95 Cultural Resources Specialist II $115 Cultural Resources Specialist III $120 Cultural Resources Specialist IV $155 Cultural Resources Specialist V $170 Document Production Supervisor $125 Engineer I $105 Engineer II $115 Engineer III $130 Engineer IV $150 Engineer V $170 Engineer VI $180 Engineer VII $190 Engineer VIII $200 Engineer IX $225 Engineer X $240 Engineering Technician I $75 Engineering Technician II $90 Engineering Technician III $100 Engineering Technician IV $115 Engineering Technician V $130 Engineering Technician VI $150 Environmental Specialist I $95 Environmental Specialist II $110 Environmental Specialist III $115 Environmental Specialist IV $125 Environmental Specialist V $130 Environmental Specialist VI $165 Environmental Specialist VII $185 Environmental Specialist VIII $200 Environmental Specialist IX $220 Environmental Specialist X $240 Field Project Representative I $90 Field Project Representative II $100 Field Project Representative III $130 Field Project Representative IV $145 Geologist I $110 Geologist II $120 Geologist III $130 Geologist IV $150 Geologist V $180 GIS Coordinator $145 GIS Manager $155 GIS Specialist $95 GIS Technician $80 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Effective July 4, 2021 Until Further Notice 2 | Page Graphics Designer $105 Intern I $60 Intern II $80 Laboratory Manager $100 Laboratory Supervisor $80 Landscape Architect I $105 Landscape Architect II $120 Landscape Architect III $135 Landscape Architect IV $150 Landscape Architect V $165 Landscape Architect VI $175 Landscape Architect VII $185 Landscape Designer $90 Landscape Planner $110 Lead Materials Technician $90 Marketing & Administrative Manager $195 Marketing Assistant $80 Marketing Coordinator $100 Materials Manager $105 Materials Technician $65 Materials Technician II $75 Planner I $95 Planner II $120 Planner III $130 Planner IV $150 Planner V $165 Planner VI $175 Planner VII $185 Planner VIII $200 Planner IX $215 Planner X $255 Planning Technician $85 Professional Land Surveyor I $95 Professional Land Surveyor II $105 Professional Land Surveyor III $115 Professional Land Surveyor IV $125 Professional Land Surveyor V $135 Professional Land Surveyor VI $140 Professional Land Surveyor VII $150 Professional Land Surveyor VIII $160 Professional Land Surveyor IX $185 Professional Land Surveyor X $195 Professional Land Surveyor XI $210 Project Administrator $110 Project Assistant I $90 Project Assistant II $105 Project Controller $140 Project Manager I $135 Project Manager II $150 Project Manager III $165 Project Manager IV $180 Project Manager V $195 Project Manager VI $210 Project Manager VII $225 Proposal Manager $115 Public Involvement Assistant $90 Public Involvement Coordinator $130 Public Involvement Planner $110 Public Involvement Program Manager $175 Real Estate Services Manager $155 Right of Way Agent I $100 Right of Way Agent II $115 Right of Way Agent III $130 Right of Way Agent IV $145 Right of Way Agent V $160 Right of Way Agent VI $190 Right of Way Assistant $90 Risk Manager $175 Senior CAD Drafter $145 Senior Civil and Transportation Designer $145 Senior Manager I $215 Senior Manager II $235 Senior Manager III $245 Senior Manager IV $280 Senior Manager V $290 Senior Manager VI $310 Senior Materials Technician $95 Senior Proposal Manager $175 Survey Crew Surveyor I $65 Survey Crew Surveyor II $75 DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Effective July 4, 2021 Until Further Notice 3 | Page Survey Crew Surveyor III $85 Survey Crew Surveyor IV $95 Survey Crew Surveyor V $105 Survey Technician -- Supervisor $130 Survey Technician I $65 Survey Technician II $70 Survey Technician III $75 Survey Technician IV $90 Survey Technician V $95 Survey Technician VI $105 Survey Technician VII $120 Survey Technician VIII $130 Survey Technician IX $145 Systems Administrator $130 Technical Coordinator $155 Survey Crews One-Person Survey Crew = $135/hour One-Person Survey Crew GPS/ Robotics = $155/hour Two-Person Survey Crew = $190/hour Two-Person Survey Crew GPS/ Robotics = $200/hour Two-Person Survey Crew (PLS + LSIT) = $235/hour Three-Person Survey Crew = $275/hour Travel, Mileage, & Miscellaneous Lodging = Cost per night Airfare = Cost Vehicle Usage – Passenger Cars = 0.85/mile Vehicle Usage – Trucks & SUV’s = 1.05/mile Printing/Supplies/Phone/Fax/Postage = Note 3 In-House Usage Charges = Note 4 Per Diem Unless otherwise specified contractually, per diem will be billed when travel is more than 50 miles from the office during a meal allowance period of three or more consecutive hours or involves an overnight stay. The three meal allowance periods are breakfast (midnight to 10 am), lunch (10 am – 3 pm) and dinner (3 pm to midnight). Breakfast Lunch Dinner Incidentals GSA Per Diem Rate Billings $13.00 $14.00 $23.00 $5.00 $55.00 Bozeman $14.00 $16.00 $26.00 $5.00 $61.00 Butte $13.00 $14.00 $23.00 $5.00 $55.00 Helena $16.00 $17.00 $28.00 $5.00 $66.00 All other cities not listed above, please use the following link: https://www.gsa.gov/travel/plan-book/per-diem-rates Please use the following link for the meal breakdown: https://www.gsa.gov/travel/plan-book/per-diem-rates/meals-and-incidental-expenses-mie-breakdown DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Effective July 4, 2021 Until Further Notice 4 | Page Notes 1. DOWL’s Professional Services Fee Schedule is subject to adjustment each year or at the end of a contract period, whichever is appropriate. Should adjustments be anticipated or required, such adjustments will not affect existing contracts without prior agreement between Client and DOWL. 2. Straight-time rates are given. Multiply by 1.5 for overtime rates. Overtime rates will be applied at the rate prescribed by applicable state law. 3. Direct reimbursable expenses such as travel, freight, subcontractors, and request beyond those requests considered reasonable by the Project Manager for phone/fax/postage, office supplies, reproduction and photography, and laboratory analysis will be billed at cost plus the negotiated markup. 4. In-house equipment usage charges or specialized software/equipment that are not separately stated on the fee schedule will be negotiated at rates deemed fair and reasonable. 5. Late charges will be assessed on the unpaid balance of all accounts not paid within 30 days of the billing date, at a rate of 1.0 percent per month (12% per year). DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Attachment 3 to Exhibit A Professional Services Contract June 2021 Page 1 of 5 This is Attachment 3, consisting of 5 pages, referred to in and part of the Exhibit A Task Order 07 of the Agreement between Owner and DOWL for Professional Services dated September 16, 2019. Project No: Duties, Responsibilities, and Limitations of Authority of Resident Project Representative Task 5 – Construction Inspection of Exhibit A to the Agreement is supplemented to include the following agreement of the parties: 1.01 Resident Project Representative A. Engineer shall furnish a Resident Project Representative (“RPR”) to assist Engineer in observing progress and quality of the Work. The RPR may provide full time representation or may provide representation to a lesser degree. B. Through RPR's observations of Contractor’s work in progress and field checks of materials and equipment, Engineer shall endeavor to provide further protection for Owner against defects and deficiencies in the Work. However, Engineer shall not, during such RPR field checks or as a result of such RPR observations of Contractor’s work in progress, supervise, direct, or have control over Contractor’s Work, nor shall Engineer (including the RPR) have authority over or responsibility for the means, methods, techniques, sequences, or procedures of construction selected or used by any contractor, for security or safety at the Site, for safety precautions and programs incident to any contractor’s work in progress, or for any failure of a contractor to comply with Laws and Regulations applicable to such contractor’s performing and furnishing of its work. The Engineer (including RPR) neither guarantees the performances of any contractor nor assumes responsibility for Contractor’s failure to furnish and perform the Work in accordance with the Contract Documents. In addition, the specific terms set forth in Task 4 of Exhibit A of the Agreement are applicable. C. The duties and responsibilities of the RPR are as follows: 1. General: RPR is Engineer’s representative at the Site, will act as directed by and under the supervision of Engineer, and will confer with Engineer regarding RPR’s actions. RPR’s dealings in matters pertaining to the Contractor’s work in progress shall in general be with Engineer and Contractor. RPR’s dealings with Subcontractors shall only be through or with the full knowledge and approval of Contractor. RPR shall generally communicate with Owner only with the knowledge of and under the direction of Engineer. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Attachment 3 to Exhibit A Professional Services Contract June 2021 Page 2 of 5 2. Schedules: Review the progress schedule, schedule of Shop Drawing and Sample submittals, and schedule of values prepared by Contractor and consult with Engineer concerning acceptability. 3. Conferences and Meetings: Attend meetings with Contractor, such as preconstruction conferences, progress meetings, job conferences and other project-related meetings, and prepare and circulate copies of minutes thereof. 4. Liaison: a. Serve as Engineer’s liaison with Contractor. Working principally through Contractor’s authorized representative or designee, assist in providing information regarding the intent of the Contract Documents. b. Assist Engineer in serving as Owner’s liaison with Contractor when Contractor’s operations affect Owner’s on-Site operations. c. Assist in obtaining from Owner additional details or information, when required for proper execution of the Work. 5. Interpretation of Contract Documents: Report to Engineer when clarifications and interpretations of the Contract Documents are needed and transmit to Contractor clarifications and interpretations as issued by Engineer. 6. Shop Drawings and Samples: a. Record date of receipt of Samples and approved Shop Drawings. b. Receive Samples which are furnished at the Site by Contractor, and notify Engineer of availability of Samples for examination. c. Advise Engineer and Contractor of the commencement of any portion of the Work requiring a Shop Drawing or Sample submittal for which RPR believes that the submittal has not been approved by Engineer. 7. Modifications: Consider and evaluate Contractor’s suggestions for modifications in Drawings or Specifications and report such suggestions, together with RPR’s recommendations, to Engineer. Transmit to Contractor in writing decisions as issued by Engineer. 8. Review of Work and Rejection of Defective Work: a. Conduct on-Site observations of Contractor’s work in progress to assist Engineer in determining if the Work is in general proceeding in accordance with the Contract Documents. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Attachment 3 to Exhibit A Professional Services Contract June 2021 Page 3 of 5 b. Report to Engineer whenever RPR believes that any part of Contractor’s work in progress will not produce a completed Project that conforms generally to the Contract Documents or will imperil the integrity of the design concept of the completed Project as a functioning whole as indicated in the Contract Documents, or has been damaged, or does not meet the requirements of any inspection, test or approval required to be made; and advise Engineer of that part of work in progress that RPR believes should be corrected or rejected or should be uncovered for observation, or requires special testing, inspection, or approval. 9. Inspections, Tests, and System Start-ups: a. Consult with Engineer in advance of scheduled inspections, tests, and systems start-ups. b. Verify that tests, equipment, and systems start-ups and operating and maintenance training are conducted in the presence of appropriate Owner’s personnel, and that Contractor maintains adequate records thereof. c. Observe, record, and report to Engineer appropriate details relative to the test procedures and systems start-ups. d. Accompany visiting inspectors representing public or other agencies having jurisdiction over the Project, record the results of these inspections, and report to Engineer. 10. Records: a. Maintain at the Site orderly files for correspondence, reports of job conferences, reproductions of original Contract Documents including all change orders, field orders, work change directives, addenda, additional Drawings issued subsequent to the execution of the Construction Contract, Engineer’s clarifications and interpretations of the Contract Documents, progress reports, Shop Drawing and Sample submittals received from and delivered to Contractor, and other Project-related documents. b. Prepare a daily report or keep a diary or log book, recording Contractor’s hours on the Site, weather conditions, data relative to questions of change orders, field orders, work change directives, or changed conditions, Site visitors, daily activities, decisions, observations in general, and specific observations in more detail as in the case of observing test procedures; and send copies to Engineer. c. Record names, addresses, fax numbers, e-mail addresses, web site locations, and telephone numbers of all Contractors, Subcontractors, and major Suppliers of materials and equipment. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Attachment 3 to Exhibit A Professional Services Contract June 2021 Page 4 of 5 d. Maintain records for use in preparing Project documentation. e. Upon completion of the Work, furnish original set of all RPR Project documentation to Engineer. 11. Reports: a. Furnish to Engineer periodic reports as required of progress of the Work and of Contractor’s compliance with the progress schedule and schedule of Shop Drawing and Sample submittals. b. Draft and recommend to Engineer proposed change orders, work change directives, and field orders. Obtain backup material from Contractor. c. Furnish to Engineer and Owner copies of all inspection, test, and system start-up reports. d. Immediately notify Engineer of the occurrence of any Site accidents, emergencies, acts of God endangering the Work, damage to property by fire or other causes, or the discovery of any Constituent of Concern. 12. Payment Requests: Review applications for payment with Contractor for compliance with the established procedure for their submission and forward with recommendations to Engineer, noting particularly the relationship of the payment requested to the schedule of values, Work completed, and materials and equipment delivered at the Site but not incorporated in the Work. 13. Certificates, Operation and Maintenance Manuals: During the course of the Work, verify that materials and equipment certificates, operation and maintenance manuals and other data required by the Contract Documents to be assembled and furnished by Contractor are applicable to the items actually installed and in accordance with the Contract Documents, and have these documents delivered to Engineer for review and forwarding to Owner prior to payment for that part of the Work. 14. Completion: a. Participate in visits to the Project to determine Substantial Completion, assist in the determination of Substantial Completion and the preparation of lists of items to be completed or corrected. b. Participate in a final visit to the Project in the company of Engineer, Owner, and Contractor, and prepare a final list of items to be completed and deficiencies to be remedied. c. Observe whether all items on the final list have been completed or corrected and make recommendations to Engineer concerning acceptance. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216 Attachment 3 to Exhibit A Professional Services Contract June 2021 Page 5 of 5 D. Resident Project Representative shall not: 1. Authorize any deviation from the Contract Documents or substitution of materials or equipment (including “or-equal” items). 2. Exceed limitations of Engineer’s authority as set forth in this Agreement. 3. Undertake any of the responsibilities of Contractor, Subcontractors or Suppliers. 4. Advise on, issue directions relative to, or assume control over any aspect of the means, methods, techniques, sequences or procedures of Contractor’s work. 5. Advise on, issue directions regarding, or assume control over security or safety practices, precautions, and programs in connection with the activities or operations of Owner or Contractor. 6. Participate in specialized field or laboratory tests or inspections conducted off-site by others except as specifically authorized by Engineer. 7. Accept shop drawing or sample submittals from anyone other than Contractor. 8. Authorize Owner to occupy the Project in whole or in part. DocuSign Envelope ID: B544D1B7-9496-4CF7-B029-BEF21C26F216