The URL can be used to link to this page

AGR-7629 - MUNICIPAL WATER DISTRICT OF ORANGE COUNTY - CONSULTANT COST SHARING FOR COMPLETION OF INITIAL LEAD AND COPPER RULE REVISIONSAQR-76acl AGREEMENT FOR SHARING CONSULTANT COSTS FOR COMPLETION OF INITIAL LEAD AND COPPER RULE REVISIONS LEAD SERVICE LINE INVENTORY This Agreement for Sharing Consultant Costs for Completion of Initial Lead and Copper Rul Revisions Lead Service Line Inventory ("Agreement") is made and entered into as of 2 J 2C/by and between the City of Orange("Participating Agency") and the Municipal Water bistrict of Orange County("MWDOC"). The Participating Agency and MWDOC are also collectively referred to as "Parties." RECITALS WHEREAS, on January 15, 2021, the United States Environmental Protection Agency US EPA)published revisions to the Lead and Copper Rule known as the Lead Copper Rule Revisions (LCRR); and WHEREAS, under the LCRR, US EPA requires all community water systems to conduct a comprehensive inventory of both publicly owned and privately owned service line materials regardless of ownership"; and WHEREAS,40 CFR §141.84(a)(8)requires water systems to identify any lead, galvanized steel pipe requiring replacement, or"lead status unknown" service lines and to make the inventory information publicly available and if a water system serves more than 50,000 people,their inventory must be provided online; and WHEREAS, under the LCRR, each Participating Agency has the responsibility to prepare Initial Service Line Inventories (SLIs)by October 16, 2024; and WHEREAS, numerous retail and wholesale agencies in Orange County that share infrastructure and are similarly situated with regard to legacy lead pipe material, including the Participating Agency, ("Participating Agencies")enter into cost-sharing agreements with MWDOC ; and WHEREAS, the Participating Agencies and MWDOC have a successful history of collaboration and cost sharing and now desire to coordinate in the preparation of their SLIs to obtain economies of scale and thereby reduce preparation time and costs for each of the Participating Agencies; and WHEREAS, MWDOC and the Participating Agencies have jointly prepared and agreed to a Scope of Work that was incorporated into a Request for Proposals. In response, five consulting firms submitted proposals which were reviewed by a panel comprised of representatives of MWDOC and several Participating Agencies and which resulted in the selection of Hazen and Sawyer("Hazen"or"Consultant")as the consultant to prepare SLIs for the Participating Agencies (the"Work"); and WHEREAS, MWDOC and its staff are willing to coordinate this process, including the preparation and administration of a professional services agreement with the Consultant; and the administration of the cost sharing provisions of this Agreement; Page 1 of 8 55401.00000\41818848.1 NOW, THEREFORE, in consideration of the payment of money as set forth below and the mutual promises of the Parties hereto, it is agreed: 1.Engagement of Consultant and Administration of Consultant Agreement 1.1 MWDOC shall award a professional services agreement for the work identified in the Request for Proposals to Hazen ("Consultant Agreement"). MWDOC shall use its standard professional services agreement form for the Consultant Agreement, including any minor negotiated deviations approved by MWDOC General Manager and Legal Counsel, and require appropriate types and limits of insurance coverage and indemnification as required by this Agreement. Each CGL policy shall identify MWDOC, the Participating Agency, and their directors, officers, agents, employees, attorneys, consultants and volunteers as additional insureds, or be endorsed to identify these parties as additional insureds using a form acceptable to MWDOC. The Consultant Agreement will require the Consultant's insurer(s)to waive all rights of subrogation against MWDOC, the Participating Agency, and their directors, officers, agents, employees, attorneys, consultants and volunteers. The Consultant Agreement will further require the Consultant to indemnify, defend and hold harmless MWDOC, the Participating Agency, and its elected officials, officers and employees, and each of them from and against all third party actions,proceedings, damages, costs, expenses, penalties or liabilities, in law or equity, of every kind or nature whatsoever, including reasonable legal fees and costs, arising out of, resulting from, or on account of Consultant's negligent acts or willful misconduct in the performance of the work under this agreement, provided, however,that Consultant's liability under this indemnity shall not apply to the extent of the contributory negligence of the MWDOC, the Participating Agency, its employees and contractors. The Consultant Agreement will require Consultant to ensure that its sub-consultants, if any,provide similar insurance coverage. 1.2 MWDOC shall coordinate all aspects of the proposed work with the selected Consultant and communicate with the Participating Agency, and upon request of the Participating Agency, regarding the status and substance of completion and submission of the SLIs; 1.3 MWDOC shall make payments to the Consultant for progress payments as work proceeds. 1.4 Each Participating Agency shall, within a reasonable timeframe,provide all documents, information and assistance requested by the selected Consultant during the performance of the Consultant Agreement. 1.5 The Parties acknowledge that the US EPA may make changes to the Lead and Copper Rule Improvements after execution of this Agreement and agree to work cooperatively with the Consultant based upon how the rule changes may develop see sections 2.1.2, 2.2.3, and 2.2.4.) Page 2 of 8 55401.00000\41818848.1 2. Cost Sharing by Participating Agency 2.1 MWDOC shall: 2.1.1 Collect from the Participating Agency upon execution of this Agreement the 50% of the Participating Agency's proportionate share of the total cost of the Work as described in the Consultant's proposal, which is in Exhibit A, attached hereto and incorporated herein by this reference; 2.1.2 Inform the Participating Agency of any proposed contingency work or changes to level of effort assessments under the Consultant Agreement that would result in an increase in that Participating Agency's payment under this Agreement. MWDOC and the Participating Agency must both approve such work before MWDOC will notify Consultant to proceed with the work. Exhibit B includes the Participating Agency's base cost with elected items; 2.1.3 Be responsible for receiving consultant invoices and billing the Participating Agency, in the second fiscal year(July and December 2024), for two progress payments in the amount of 25% for each Participating Agency's remaining proportionate share of the total cost of the Work as described in the Consultant's proposal and such related invoice, including additional amounts owed for any approved changes to level of effort assessments or contingency work under the Consultant Agreement; 2.1.4 Be responsible for making progress payments directly to Consultant from funds paid to MWDOC by the Participating Agency(see section 1.3); 2.1.5 Prepare a final accounting and either distribute any remaining funds collected from the Participating Agency back to the Participating Agency or issue a final bill to Participating Agency where there are funds due; 2.1.6 Share information relative to adjustments in costs with Participating Agency on a periodic basis if decisions to participate by the various Participating Agencies effect the cost of Work. 2.2 Each Participating Agency shall: 2.2.1 Pay to MWDOC upon execution of this Agreement [50%J of the Participating Agency's proportionate share of the total cost of the Work as described in the Consultant's proposal (Exhibit A); 2.2.2 Within 60 days of each progress payment invoice date,pay to MWDOC for the Participating Agency's remaining proportionate share Page 3 of 8 55401.00000\41818848.1 of the total cost of the Work as described in such invoice in accordance with the Consultant's proposal and this Agreement; 2.2.3 Pay to MWDOC, upon approval, the full amount owed for the approved changes to level of effort assessments or contingency work under the Consultant Agreement. The Participating Agency shall bear all costs associated with the work it approves, described within Exhibit A and B; 2.2.4 If the Participating Agency requests or requires supplemental Work under the Consultant Agreement that was not included in the calculation of the total cost of the Work under this Agreement, pay to MWDOC, the full amount owed for the supplemental Work upon next progress payment; 2.2.5 If the Participating Agency requests or requires Additional Services, as provided in Exhibit A, Participating Agency shall enter into a separate agreement with the Consultant for such work. 2.2.6 Acknowledge that as Participating Agencies decide to participate or not to participate, the cost sharing for the Participating Agency may vary . Information relative to adjustments in costs among Participating Agencies shall be shared by MWDOC with the Participating Agency on a periodic basis as decisions are being made by the various Participating Agencies. 3.Accounting 3.1 Upon request of the Participating Agency, MWDOC will provide copies of the selected Consultant's invoices and MWDOC's payment records. 4. Non-Appropriation of Funds 4.1 Payments to be made by the Participating Agency under Section 2.2 to MWDOC for any Work performed by the selected Consultant within the current fiscal year are within the current fiscal budget and within an available, unexhausted fund. In the event that the Participating Agency does not appropriate sufficient funds for payment of the selected Contractor's Work beyond the current fiscal year, this Agreement shall cover payment for such Work only to the conclusion of the last fiscal year in which the Participating Agency appropriates sufficient funds and shall automatically terminate at the conclusion of such fiscal year. 4.2 The Participating Agency agrees to use reasonable efforts to ensure appropriated funds are available and acknowledge that MWDOC is facilitating payment to the Consultant under this Agreement for benefit of and cost-savings for the Participating Agency. 5.Independent Contractor Page 4 of 8 55401.00000\41818848.1 5.1 Any consultant engaged by MWDOC on behalf of the Participating Agency as contemplated in this Agreement will not be a party to this Agreement and will not be an employee or agent of MWDOC or the Participating Agency, either as a result of this Agreement or as a result of a professional services agreement between MWDOC and the Consultant. Any consultant engaged as contemplated in this Agreement will be an independent contractor to MWDOC. 6. Warranty, Indemnification and Defense 6.1 MWDOC shall use its best efforts in administering the Consultant Agreement, but makes no representations, guarantees or warranties to the Participating Agency as to the quality or timeliness of work product provided by Consultant pursuant to the Consultant Agreement. 6.2 Subject to Section 6.1 and 6.3, the Participating Agency shall indemnify MWDOC, its directors, officers, agents, employees, attorneys, and volunteers against, and will hold and save them harmless from, any and all actions, claims, penalties, obligations or liabilities, in law or in equity, of every kind or nature whatsoever, whether actual, alleged or threatened, that may be asserted or claimed by any person, firm, entity, corporation,political subdivision or other organization arising out of or in any manner directly or indirectly connected with the Consultant Agreement and/or any other work contemplated by this Agreement. Notwithstanding the preceding sentence, Participating Agency shall not have any duty to defend, indemnify or save harmless MWDOC, its directors, officers, agents, employees, attorneys, and volunteers for any actions, claims,penalties, obligations or liabilities (a)to the extent arising out of, caused by or related to the negligent acts or omissions and/or willful misconduct of MWDOC in the performance of this Agreement and/or the Consultant Agreement; (b)to the extent arising out of, caused by or related to the negligent acts or omissions and/or willful misconduct of MWDOC's Consultant in the performance of the Consultant Agreement; or(c) for exemplary or punitive damages. Subject to these foregoing exclusions, in the event MWDOC, its directors, officers, agents, employees, attorneys, and volunteers are made a party to any action or proceeding filed in connection with a challenge to any work prepared pursuant to the Consultant Agreement and/or any other work contemplated in this Agreement, the Participating Agency shall provide a complete defense to MWDOC, its directors, officers, agents, employees, attorneys, and volunteers and shall reimburse MWDOC for all costs and expenses incurred as a result of the action or proceeding, including reasonable attorney's fees. 6.3 As between Participating Agencies, any costs associated with the defense and indemnity obligations set forth in Sections 6.1 and 6.2 shall be the financial responsibility of each Participating Agency based on their proportionate share of fault, as determined by final arbitration or court decision or by the agreement of the Participating Agencies. 7. Notice Page 5 of 8 5 5401.00000\41818 848.1 7.1 Any notice or communication required to be given under this Agreement shall be in writing and effective when deposited, first class postage prepaid with the United States Postal Service addressed to the contracting Parties as follows: Notice to Parties 1. MWDOC Harvey De La Tone, Interim General Manager Municipal Water District of Orange County 18700 Ward St. P.O. Box 20895 Fountain Valley, CA 92728 With copy to: Charles Busslinger and Sarina Sriboonlue 2. City of Orange Sonny Tran, Assistant Water Manager City of Orange 300 E. Chapman Avenue Orange, CA 92866 Page 6 of 8 55401.00000\41818848.1 8. Jurisdiction and Venue 8.1 In all matters concerning the validity, interpretation,performance, or effect of this Agreement, the laws of the State of California shall govern and be applicable. The Parties hereby agree and consent to the exclusive jurisdiction of the courts of the State of California and that venue of any action brought hereunder shall be in Orange County, California. 9. Counterparts and Facsimile 9.1 This Agreement may be executed by the Parties in counterparts, which counterparts shall be construed together and have the same effect as if all the Parties had executed the same instrument. Counterpart signatures may be transmitted by facsimile, email, or other electronic means and have the same force and effect as if they were original signatures. All parties have participated in the drafting of this Agreement. 10. Severability 10.1 If any provision of this Agreement shall be held illegal, invalid, or unenforceable, in whole or in part,the legality,validity, and enforceability of the remaining provisions shall not be affected thereby. 11. Term 11.1 This Agreement shall commence upon the date of execution by the Participating Agency below and shall extend thereafter through the completion of all work product generated by the Consultant and delivered to MWDOC and to the Participating Agency. The scheduled completion date by the Consultant is October 16, 2024. MWDOC shall issue a Notice of Completion to all Participating Agencies upon close-out of the Consultant Agreement. Notwithstanding anything to the contrary in this Section 10, this Agreement may be terminated earlier by MWDOC in its discretion upon or after termination of the Consultant Agreement. 12. Entire Agreement 12.1 This Agreement contains the entire agreement of the Parties relating to the subject matter hereof; and the Parties have made no agreements, representations, or warranties, either written or oral, relating to the subject matter hereof that are not set forth herein. Except as provided herein, this Agreement may not be modified or altered without prior written approval from both parties. IN WITNESS WHEREOF,the Parties have hereunto affixed their names as of the day and year thereinafter written, which shall be and is the effective date of This Agreement. Page 7 of 8 55401.00000\41818848.1 Execution of Agreement by the Parties MWDOC Date: z f ? 20 z' By: 7IWOQ Harvey De La Torre,-Intcnm General Manager Municipal Water District of Orange County Approved as to Form: Date: 2./-7/L. By: fi / Jose P.P. Byrne, Partner Best :est& Krie er LLP City of Orange Date: v... titti/ao { By: 1;Vater, Mayor Approved as to Form: Attest: alp By: / atein1-61 - Pamela Coleman, City Clerk Date: By: Mik 'gliotta, City Attorney Page 8 of 8 55401.00000\41818848.1 Exhibit A DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 STANDARD AGREEMENT FOR CONSULTANT SERVICES This AGREEMENT for consulting services dated September 25, 2023, which includes all exhibits and attachments hereto, "AGREEMENT" is made on the last day executed below by and between MUNICIPAL WATER DISTRICT OF ORANGE COUNTY, hereinafter referred to as "DISTRICT," and, Hazen and Sawyer hereinafter referred to as "CONSULTANT" for technical consulting services for the Lead and Copper Rule Revisions (LCRR) Service Line Inventories Project hereinafter referred to as "SERVICES."' DISTRICT and CONSULTANT are also referred to collectively herein as the "PARTIES" and individually as PARTY". The PARTIES agree as follows: PURPOSE AND SCOPE OF WORK A. Consulting Work DISTRICT hereby contracts with CONSULTANT to provide general or special SERVICES, as more specifically set forth in Exhibit "B" attached hereto and incorporated herein, and in coordination with "PARTICIPATING AGENCIES", as more specifically set forth in Exhibit "C"2. Tasks other than those specifically described therein shall not be performed without prior written approval of DISTRICT's General Manager. B. Independent Contractor CONSULTANT is retained as an independent contractor for the sole purpose of rendering professional and/or special SERVICES described herein and is not an agent or employee of DISTRICT. CONSULTANT shall be solely responsible for the payment of all federal, state and local income tax, social security tax, Workers' Compensation insurance, state disability insurance, and any other taxes or insurance CONSULTANT, as an independent contractor, is responsible for paying under federal, state or local law. CONSULTANT is thus not eligible to receive workers' compensation, medical, indemnity or retirement benefits, including but not limited to enrollment in CaIPERS. Unless, expressly provided herein, CONSULTANT is not eligible to receive overtime, vacation or sick pay. CONSULTANT shall not represent or otherwise hold out itself or any of its directors, officers, partners, employees, or agents to be an agent or employee of DISTRICT. CONSULTANT shall have the sole and absolute discretion in determining the methods, details and means of performing the SERVICES required by DISTRICT. CONSULTANT shall furnish, at his/her own expense, all labor, materials, equipment and transportation necessary for the successful completion of the SERVICES to be performed under this AGREEMENT. DISTRICT shall not have any right to direct the methods, details and means of the SERVICES; however, CONSULTANT must receive prior written approval from DISTRICT before using any sub-consultants for SERVICES under this AGREEMENT. CONSULTANT represents and warrants that in the process of hiring CONSULTANT's employees who participate in the performance of SERVICES, CONSULTANT conducts such lawful screening of those employees (including, but not limited to, background checks and Megan's Law reviews) as are appropriate and standard for employees who provide SERVICES of the type contemplated by this Agreement. 1 Pursuant to Section 8002 of the District's Administrative Code, the District's"Ethics Policy"set forth at sections 7100-7111 of the Administrative Code is attached hereto as Exhibit"A"and incorporated herein by this reference. 2 The PARTIES acknowledge that the list of PARTICIPATING AGENCIES as set forth in Exhibit"C" is subject to modification by addendum. 99999.91947\41666222.1 DRAFT 09/21/23 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 C. Changes in Scope of Work If DISTRICT requires changes in the tasks or scope of work shown in Exhibit "B" or additional work not specified therein, DISTRICT shall prepare a written change order. If CONSULTANT believes work or materials are required outside the tasks or scope of work described in Exhibit "B," it shall submit a written request for a change order to the DISTRICT. A change order must be approved and signed by the PARTIES before CONSULTANT performs any work outside the scope of work shown in Exhibit "B." DISTRICT shall have no responsibility to compensate CONSULTANT for such work without an approved and signed change order. Change orders shall specify the change in the budgeted amount for SERVICES. II TERM This AGREEMENT shall commence upon the date of its execution and shall extend thereafter for the period specified in Exhibit "B" or, if no time is specified, until terminated on thirty (30) days notice as provided herein. III BUDGET, FEES, COSTS, BILLING, PAYMENT AND RECORDS A. Budgeted Amount for Services CONSULTANT is expected to complete all SERVICES within the Budgeted Amount set forth on Exhibit "B." The total compensation for the SERVICES to be performed under this AGREEMENT shall not exceed the Budgeted Amount unless modified as provided herein. Upon expending and invoicing the DISTRICT 80% of the Budgeted Amount, CONSULTANT shall prepare and provide to DISTRICT a "cost to complete" estimate for the remaining SERVICES. The PARTIES shall work together to complete the project within the agreed-upon Budgeted Amount, but the obligation to complete the SERVICES within the Budgeted Amount lies with the CONSULTANT. B. Fees Fees shall be billed per the terms and conditions and at the rates set forth on Exhibit B" for the term of the AGREEMENT. Should the term of the AGREEMENT extend beyond the period for which the rates are effective, the rates specified in Exhibit "B" shall continue to apply unless and until modified by consent of the PARTIES. C. Notification Clause Formal notices, demands and communications to be given hereunder by either PARTY shall be made in writing and may be effected by personal delivery or by registered or certified mail, postage prepaid, return receipt requested and shall be deemed communicated as of the date of mailing. If the name or address of the person to whom notices, demands or communication shall be given changes, written notice of such change shall be given, in accordance with this section, within five(5)working days. 2 99999.91947\41666222.1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Notices shall be made as follows: Municipal Water District of Orange County Hazen and Sawyer Harvey De La Torre Cindy Miller, PE Interim General Manager Program Director 18700 Ward Street, P.O. Box 20895 7700 Irvine Center Drive#200 Fountain Valley, CA 92708 Irvine, CA 92618 949-557-8549 Nicole Blute, PhD, PE Program Manager 7700 Irvine Center Drive, #200 Irvine, CA 92618 949-557-8549 D. Billing and Payment CONSULTANT's fees shall be billed by the 25th day of the month for the previous month's activities. Invoices received by the 25th day of the month will be paid by DISTRICT by the end of the following month. Invoices shall reference the Purchase Order number from DISTRICT. DISTRICT shall review and approve all invoices prior to payment. CONSULTANT agrees to submit additional supporting documentation to support the invoice if requested by DISTRICT. If DISTRICT does not approve an invoice, DISTRICT shall send a notice to CONSULTANT setting forth the reason(s) the invoice was not approved. CONSULTANT may re-invoice DISTRICT to cure the defects identified in the DISTRICT notice. The revised invoice will be treated as a new submittal. If DISTRICT contests all or any portion of an invoice, DISTRICT and CONSULTANT shall use their best efforts to resolve the contested portion of the invoice. E. Billing Records CONSULTANT shall keep records of all SERVICES and costs billed pursuant to this AGREEMENT for at least a period of seven (7) years and shall make them available for review and audit if requested by DISTRICT. IV DOCUMENTS All MATERIALS as defined in Paragraph XI below, related to SERVICES performed under this AGREEMENT shall be furnished to DISTRICT upon completion or termination of this AGREEMENT, or upon request by DISTRICT, and are the property of DISTRICT. 3 99999.91947\41666222.1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 V TERMINATION Each PARTY may terminate this AGREEMENT at any time upon thirty (30) days written notice to the other PARTY, except as provided otherwise in Exhibit "B." In the event of termination: (1) all work product prepared by or in custody of CONSULTANT shall be promptly delivered to DISTRICT; (2) DISTRICT shall pay CONSULTANT all payments for services performed and due under this AGREEMENT on the effective date of termination; (3) CONSULTANT shall promptly submit a final invoice to the DISTRICT, which shall include any and all non-cancelable obligations owed by CONSULTANT at the time of termination, (4) neither PARTY waives any claim of any nature whatsoever against the other for any breach of this AGREEMENT; and; (6) DISTRICT and CONSULTANT agree to exert their best efforts to expeditiously resolve any dispute between the PARTIES. VI INSURANCE REQUIREMENTS CONSULTANT shall obtain prior to commencing work and maintain in force and effect throughout the term of this AGREEMENT, all insurance set forth below. A. Workers' Compensation Insurance By his/her signature hereunder, CONSULTANT certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code, which requires every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and that CONSULTANT will comply with such provisions before commencing the performance of the SERVICES under this AGREEMENT. CONSULTANT and sub-consultant will keep workers' compensation insurance for their employees in effect during all work covered by this AGREEMENT in accordance with applicable law. An ACORD certificate of insurance or other certificate of insurance satisfactory to DISTRICT, evidencing such coverage must be provided (1) by CONSULTANT and (2) by sub- consultant's upon request by DISTRICT. B. Professional Liability Insurance CONSULTANT shall file with DISTRICT, before beginning professional SERVICES, an ACORD certificate of insurance, or any other certificate of insurance satisfactory to DISTRICT, evidencing professional liability coverage of not less than $1,000,000 per claim and $1,000,000 aggregate, requiring 30 days notice of cancellation (10 days for non-payment of premium) to DISTRICT. Such coverage shall be placed with a carrier with an A.M. Best rating of no less than A: VII, or equivalent. The retroactive date (if any) of such insurance coverage shall be no later than the effective date of this AGREEMENT. In the event that the CONSULTANT employs sub- consultants as part of the SERVICES covered by this AGREEMENT, CONSULTANT shall be responsible for requiring and confirming that each sub-consultant meets the minimum insurance requirements specified herein. 4 99999.9 1947\4I 666222.I DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 C. Other Insurance CONSULTANT will file with DISTRICT, before beginning professional SERVICES, ACORD certificates of insurance, or other certificates of insurance satisfactory to DISTRICT, evidencing general liability coverage of not less than $1,000,000 per occurrence for bodily injury, personal injury and property damage; automobile liability (owned, scheduled, non-owned or hired) of at least $1,000,000 for bodily injury and property damage each accident limit; workers' compensation (statutory limits) and employer's liability ($1,000,000) (if applicable); requiring 30 days (10 days for non payment of premium) notice of cancellation to DISTRICT. For the coverage required under this paragraph, the insurer(s) shall waive all rights of subrogation against DISTRICT, the PARTICIPATING AGENCIES, and its directors, officers, agents, employees, attorneys, consultants or volunteers. CONSULTANT's insurance coverage shall be primary insurance as respects DISTRICT, the PARTICIPATING AGENCIES, and its directors, officers, agents, employees, attorneys, consultants and volunteers for all liability arising out of the activities performed by or on behalf of the CONSULTANT. Any insurance pool coverage, or self-insurance maintained by DISTRICT, the PARTICIPATING AGENCIES, and its directors, officers, agents, employees, attorneys, consultants or volunteers shall be excess of the CONSULTANT's insurance and shall not contribute to it. The general liability coverage shall give DISTRICT, the PARTICIPATING AGENCIES, and its directors, officers, agents, employees, attorneys, consultants and authorized volunteers additional insured status using ISO endorsement CG2010, CG2033, or equivalent. Coverage shall be placed with a carrier with an A.M. Best rating of no less than A: VII, or equivalents. In the event that the CONSULTANT employs sub-consultant as part of the work covered by the AGREEMENT, it shall be the CONSULTANT's responsibility to require and confirm that each sub-consultant meets the minimum insurance requirements specified herein. D. Expiration of Coverage If any of the required coverages expire during the term of the AGREEMENT, CONSULTANT shall deliver the renewal certificate(s) including the general liability additional insured endorsement to DISTRICT at least ten (10) days prior to the expiration date. VII INDEMNIFICATION CONSULTANT shall indemnify, defend and hold harmless DISTRICT, the PARTICIPATING AGENCIES, and its elected officials, officers and employees, and each of them from and against all third party actions, proceedings, damages, costs, expenses, penalties or liabilities, in law or equity, of every kind or nature whatsoever, including reasonable legal fees and costs, arising out of, resulting from, or on account of CONSULTANT's negligent acts or willful misconduct in the performance of the work under this agreement, provided, however, that CONSULTANT's liability under this indemnity shall not apply to the extent of the contributory negligence of the DISTRICT, the PARTICIPATING AGENCIES, its employees and contractors. CONSULTANT's obligation to indemnify shall survive the termination or completion of this agreement for the full period of time allowed by law and shall not be restricted to insurance proceeds, if any, received by DISTRICT, the PARTICIPATING AGENCIES, or its directors, officers, employees, or authorized volunteers. VIII FINANCIAL DISCLOSURE AND CONFLICTS OF INTEREST Although CONSULTANT is retained as an independent contractor, CONSULTANT may still be required, under the California Political Reform Act and DISTRICT's Administrative Code, to file annual disclosure reports. CONSULTANT agrees to file such financial disclosure reports 5 99999.91947\41666222.1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 upon request by DISTRICT. Further, CONSULTANT shall file the annual summary of gifts required by Section 7105 of the DISTRICT's Ethics Policy, attached hereto as Exhibit "A." Failure to file financial disclosure reports upon request and failure to file the required gift summary are grounds for termination of this AGREEMENT. Any action by CONSULTANT that is inconsistent with DISTRICT's Ethic's Policy current at the time of the action is grounds for termination of this AGREEMENT. The Ethics Policy as of the date of this AGREEMENT is attached hereto as Exhibit "A." IX PERMITS AND LICENSES CONSULTANT shall procure and maintain all permits, licenses and other government- required certification necessary for the performance of its SERVICES, all at the sole cost of CONSULTANT. None of the items referenced in this section shall be reimbursable to CONSULTANT under the AGREEMENT. CONSULTANT shall comply with any and all applicable local, state, and federal regulations and statutes including Cal/OSHA requirements. X LABOR AND MATERIALS CONSULTANT shall furnish, at its own expense, all labor, materials, equipment, tools, transportation and other items or services necessary for the successful completion of the SERVICES to be performed under this AGREEMENT. CONSULTANT shall give its full attention and supervision to the fulfillment of the provisions of this AGREEMENT by its employees and sub-consultant and shall be responsible for the timely performance of the SERVICES required by this AGREEMENT. All compensation for CONSULTANT's SERVICES under this AGREEMENT shall be pursuant to Exhibit "B" to the AGREEMENT. Only those SERVICES, materials, administrative, overhead and travel expenses specifically listed in Exhibit "B" will be charged and paid. No other costs will be paid. CONSULTANT agrees not to invoice DISTRICT for any administrative expenses, overhead or travel time in connection with the SERVICES, unless agreed upon and listed in Exhibit "B". XI CONFIDENTIALITY AND RESTRICTIONS ON DISCLOSURE A. Confidential Nature of Materials CONSULTANT understands that all documents, records, reports, data, or other materials (collectively "MATERIALS") provided by DISTRICT and PARTICIPATING AGENCIES to CONSULTANT pursuant to the AGREEMENT, including but not limited to draft reports, final report(s) and all data, information, documents, graphic displays and other items that are not proprietary to CONSULTANT and that are utilized or produced by CONSULTANT pursuant to the AGREEMENT are to be considered confidential for all purposes. B. No Disclosure of Confidential Materials CONSULTANT shall be responsible for protecting the confidentiality and maintaining the security of DISTRICT MATERIALS and records in its possession. All MATERIALS shall be deemed confidential and shall remain the property of DISTRICT and PARTICIPATING AGENCIES. CONSULTANT understands the sensitive nature of the above and agrees that neither its officers, partners, employees, agents or sub-consultants will release, disseminate, or otherwise publish said reports or other such data, information, documents, graphic displays, or other materials except as provided herein or as authorized, in writing, by DISTRICT's representative and the PARTICIPATING AGENCY's representative. CONSULTANT agrees not to make use of such MATERIALS for any purpose not related to the performance of the SERVICES under the AGREEMENT. CONSULTANT shall not make written or oral disclosures thereof, other than as necessary for its performance of the SERVICES hereunder, without the 6 99999.91947\41666222.1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 prior written approval of DISTRICT and the PARTICIPATING AGENCY. Disclosure of confidential MATERIALS shall not be made to any individual, agency, or organization except as provided for in the AGREEMENT or as provided for by law. C. Protections to Ensure Control Over Materials All confidential MATERIALS saved or stored by CONSULTANT in an electronic form shall be protected by adequate security measures to ensure that such confidential MATERIALS are safe from theft, loss, destruction, erasure, alteration, and any unauthorized viewing, duplication, or use. Such security measures shall include, but not be limited to, the use of current virus protection software, firewalls, data backup, passwords, and internet controls. The provisions of this section survive the termination or completion of the AGREEMENT. XII OWNERSHIP OF DOCUMENTS AND DISPLAYS All original written or recorded data, documents, graphic displays, reports or other MATERIALS which contain information relating to CONSULTANT's performance hereunder and which are originated and prepared for DISTRICT and PARTICIPATING AGENCIES pursuant to the AGREEMENT are instruments of service and shall become the property of DISTRICT and PARTICIPATING AGENCIES upon completion or termination of the Project. CONSULTANT hereby assigns all of its right, title and interest therein to DISTRICT and PARTICIPATING AGENCIES, including but not limited to any copyright interest. In addition, DISTRICT and PARTICIPATING AGENCIES reserve the right to use, duplicate and disclose in whole, or in part, in any manner and for any purpose whatsoever all such data, documents, graphic displays, reports or other MATERIALS delivered to DISTRICT and PARTICIPATING AGENCIES pursuant to this AGREEMENT and to authorize others to do so. Reuse of documents by DISTRICT or others on extensions or modifications of this Project or on other sites or use by others on this Project, shall be at the user's sole risk, without liability to CONSULTANT. To the extent that CONSULTANT utilizes any of its property (including, without limitation, any hardware or software of CONSULTANT or any proprietary or confidential information of CONSULTANT or any trade secrets of CONSULTANT) in performing SERVICES hereunder, such property shall remain the property of CONSULTANT, and DISTRICT and PARTICIPATING AGENCIES shall acquire no right or interest in such property. CONSULTANT hereby assigns to DISTRICT, PARTICIPATING AGENCIES or its designee, for no additional consideration, all CONSULTANT's intellectual property rights, including, but not limited to, copyrights, in all deliverables and other works prepared by the CONSULTANT under this agreement. CONSULTANT shall, and shall cause its employees and agents to, promptly sign and deliver any documents and take any actions that DISTRICT, PARTICIPATING AGENCIES, or its designee reasonably requests to establish and perfect the rights assigned to DISTRICT, PARTICIPATING AGENCIES or its designee under this provision. XIII EQUAL OPPORTUNITY DISTRICT is committed to a policy of equal opportunity for all and to providing a work environment that is free of unlawful discrimination and harassment. In keeping with this commitment, DISTRICT maintains a policy prohibiting unlawful discrimination and harassment in any form based on race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, pregnancy or childbirth, marital status, gender, sex, sexual orientation, veteran status or age by officials, employees and non-employees (vendors, contractors, etc.). 7 99999.91947\41666222.1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 This policy applies to all employees, consultants and contractors of the DISTRICT. Appropriate corrective action will be taken against all offenders, up to and including immediate discharge or termination of this AGREEMENT. During, and in conjunction with, the performance of this AGREEMENT, CONSULTANT shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, marital status or national origin. XIV INTEGRATION OF ALL OTHER AGREEMENTS This AGREEMENT, including any Exhibits and Addenda, contains the entire understanding of the PARTIES, and there are no further or other agreements or understandings, written or oral, in effect between the PARTIES hereto relating to the subject matter hereof. Any prior understanding or agreement of the PARTIES shall not be binding unless expressly set forth herein and, except to the extent expressly provided for herein, no changes of this AGREEMENT may be made without the written consent of both PARTIES. XV ELECTRONIC SIGNATURES The Uniform Electronic Transactions Act, California Civil Code section 1633.1 et seq., authorizes PARTIES to conduct business electronically. In accordance with California Civil Code section 1633.5, PARTIES acknowledge, consent and agree that transactions subject to this AGREEMENT may be effectuated by electronic means through the use of electronic and/or digital signatures. For purposes of this section, an electronic signature means an electronic symbol or process logically associated with the intent to sign an electronic record pursuant to Civil Code section 1633(h). A digital signature, which is a type of electronic signature, means an electronic identifier, created by a computer, that is intended to have the same force and effect as the use of a manual signature under Government Code 16.5(d). An example of an electronic signature would be a JPG of a manual signature imposed onto this AGREEMENT, an example of a digital signature would be the use of DocuSign or similar provider that requires an encrypted key that certifies the authenticity of the signature. This consent to conduct transactions by electronic means through the use of electronic and/or digital signatures extends to the execution of this AGREEMENT or any related contract or other document necessary for the performance of this AGREEMENT including, without limitation, any related offers, proposals, bids, amendments, change orders, task orders and notices. XVI ATTORNEYS' FEES In any action at law or in equity to enforce any of the provisions or rights under this AGREEMENT, the prevailing PARTY shall be entitled to recover from the unsuccessful PARTY all costs, expenses and reasonable attorney's fees incurred therein by the prevailing PARTY as determined by a court of competent jurisdiction. XVII JURISDICTION AND VENUE SELECTION In all matters concerning the validity, interpretation, performance, or effect of this AGREEMENT, the laws of the State of California shall govern and be applicable. The PARTIES hereby agree and consent to the exclusive jurisdiction of the courts of the State of California and that venue of any action brought hereunder shall be in Orange County, California. 8 99999.91947\41666222.1 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 IN WITNESS WHEREOF, the PARTIES have hereunto affixed their names as of the day and year thereinafter, which shall be and is the effective date of this AGREEMENT. 7 QM BY: CONSULInTANT ACCEPTANCE: udotscAyEjb41t_ t o. 10/17/2023 1 8:31 AM PDT 10/13/2023 1 4:13 PM PDT Date Date 7DocSigneedby:1/4•4 Iu,, rr 41ADrrAf0406160... 10/13/2023 1 3:10 PM PDT Date Harvey De La Torre Cindy Miller, PE Interim General Manager Program Director Municipal Water District of Orange County Hazen and Sawyer 18700 Ward Street, 7720 Irvine Center Drive, #200 P.O. Box 20895 Irvine, CA 92618 Fountain Valley, CA 92708 949)557-8549 714)963-3058 Tax I.D. # 13-2904652 Nicole Blute, PhD, PE Program Manager Hazen and Sawyer 7720 Irvine Center Drive, #200 Irvine, CA 92618 949)557-8549 Internal Use Only: Program No. Line Item: Funding Year: Contract Amt.: Purchase Order# 9 99999.91947\41666222.1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 EXHIBIT "A" ETHICS POLICY 7100-§7110 7100 PURPOSE The policy of MWDOC is to maintain the highest standards of ethics from its Board members, officers and employees (all shall be referred to as employees for the purposes of this section). The proper operation of MWDOC requires decisions and policy to be made in the proper manner, that public office not be used for personal gain, and that all individuals associated with MWDOC remain impartial and responsible toward the public. Accordingly, all employees are expected to abide by the highest ethical standards and integrity when dealing on behalf of MWDOC with fellow Board members or employees, vendors, contractors, customers, and other members of the public. 7101 RESPONSIBILITIES OF BOARD MEMBERS Board members are obliged to uphold the Constitution of the United States and the Constitution of the State of California and shall comply with all applicable laws regulating Board member conduct, including conflicts of interest and financial disclosure laws. No Board member or officer shall grant any special consideration, treatment, or advantage to any person or group beyond that which is available to every other person or group in the same circumstances. 7102 PROPER USE OF MWDOC PROPERTY AND RESOURCES Except as specifically authorized, no employee shall use or remove or permit the use or removal of MWDOC property, including MWDOC vehicles, equipment, telephones, office supplies, and materials for personal convenience or profit. No employee shall require another MWDOC employee to perform services for the personal convenience or profit of another employee. Each employee must protect and properly use any MWDOC asset within his/her control, including information recorded on paper or in electronic form. Employees shall safeguard MWDOC property, equipment, monies, and assets against unauthorized use or removal, as well as from loss due to criminal act or breach of trust. Employees are responsible for maintaining written records, including expense reports, in sufficient detail to reflect accurately and completely all transactions and expenditures made on MWDOC's behalf. Creating a document with misleading for false information is prohibited. Motion - 1/17/96; 7103 CONFLICT OF INTEREST All MWDOC Directors, officers, and employees at every level shall comply with the requirements of Section 1090 of the California Government Code which prohibits such persons from being financially interested in any contract made by them in their official capacity, or by any body or board of which they are members, or from being a purchaser at any sale or a vendor at any purchase made by them in their official capacity. All Directors and employees designated under MWDOC's Conflict of Interest Code ("designated employees") and employees required to report under Chapter 7, Article 2 of the Political Reform Act (Government Code Section 7300 et seq.) shall promptly and fully comply with all requirements thereof. 10 99999.91947\41666222.1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 MWDOC employees who are not designated employees under MWDOC's Conflict of Interest Code shall refrain from participating in, making a recommendation, or otherwise attempting to influence MWDOC's selection of a contractor, consultant, product, or source of supply if the non-designated employee, or an immediate family member, has a direct or indirect financial interest in the outcome of the selection process. No employee shall use his/her position with MWDOC in any manner for the purpose of obtaining personal favors, advantages or benefits for him/herself or an immediate family member from a person or entity doing business or seeking to do business with MWDOC. Such favors, advantages, or benefits would include, but are not limited to: 1)offers of employment; 2)free or discounted goods or services; or 3)gifts. 7104 GIFTS No employee shall accept, directly or indirectly, any compensation, reward or gift from any source except from MWDOC, for any action related to the conduct of MWDOC business, except as set forth below: 1. Acceptance of food and refreshments of nominal value on infrequent occasions in the ordinary course of a breakfast, luncheon or dinner meeting or other meeting or on an inspection tour where the arrangements are consistent with the transaction of official business.* 2. Acceptance of transportation, lodging, meals or refreshments, in connection with attendance at widely attended gatherings sponsored by industrial, technical or professional organizations; or in connection with attendance at public ceremonies or similar activities financed by nongovernmental sources where the employee's participation on behalf of MWDOC is the result of an invitation addressed to him or her in his/her official capacity, and the transportation, lodging, meals or refreshment accepted is related to, and is in keeping with, his/her official participation.* 3. Acceptance of unsolicited advertising or promotional materials such as pens, pencils, note pads, calendars, or other items of nominal value.* 4. Acceptance of plaques and commemorative mementoes, of nominal value, or of value only to the recipient, such as service pins, recognition awards, retirement mementoes. 5. Acceptance of incidental transportation from a private organization, provided it is furnished in connection with an employee's official duties and is of the type customarily provided by the private organization. Nothing herein shall be deemed to relieve any Director or designated employee from reporting the value of such meals, transportation, lodging or gifts and abstaining from participation in any decision of MWDOC which could foreseeably have a material financial effect on the donor when the value of such gifts reaches the limits set forth in MWDOC's Conflict of Interest Code and the Political Reform Act. In no event shall any employee accept gifts from any single source, the cumulative value of which exceeds the applicable gift limit under California law. A gift or gratuity, the receipt of which is prohibited under this section, shall be returned to the donor. If return is not possible, the gift or gratuity shall be turned over to a public or charitable institution without being claimed as a charitable deduction and a report of such action, and the reasons why return was not feasible shall be made on MWDOC records. When possible, the donor also shall be informed of this action. Motion - 1/17/96; 11 99999.91947\416662 22.1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 7105 PERSONS OR COMPANIES REPORTING GIFTS All persons and companies doing business with MWDOC, with the exception of public agencies, shall submit a summary, by January 31 of each calendar year, of all gifts claimed for internal vendor audits (including meals) made to, or on behalf of, employees or Directors of MWDOC, or their immediate family members, that have occurred in the normal course of business during the previous calendar year. Failure to provide this information to MWDOC may result in the termination of MWDOC business with that person or company. Motion -7/21/93; Motion - 8/18/93; 7106 USE OF CONFIDENTIAL INFORMATION Confidential information (i.e., information which is exempt from disclosure under the California Public Records Act) shall not be released to unauthorized persons unless the disclosure is approved by the Board, President of the Board, or General Manager. Employees are prohibited from using any confidential information for personal advantage or profit. 7107 POLITICAL ACTIVITIES During the course and scope of their employment employees are prohibited from engaging in campaign activities associated with MWDOC Director elections, MWDOC Director appointments, the appointment of MET Directors, or from attempting to influence changes to MWDOC Division boundaries, except where such activities are expressly required in the course of official duties. Employees are otherwise free to personally, endorse, advocate, contribute to, or otherwise support any political party, candidate, or cause they may choose; however, employees are prohibited from soliciting political funds or contributions at MWDOC facilities or during the course and scope of their duties for MWDOC. In any personal political activity an employee may be involved in, it shall be made clear that the employee is acting personally and not for MWDOC. These provisions are intended to protect employees against political assessments, coerced political activities, and to prevent political activities on the part of employees from interfering with MWDOC operations. Nothing in this section shall be interpreted or applied in a manner to unlawfully curtail the constitutional right to political activity of MWDOC employees. Motion—6/17/15 7108 IMPROPER ACTIVITIES Employees shall not interfere with the proper performance of the official duties of others, but are strongly encouraged to fulfill their own moral obligations to the public, MWDOC, and its member agencies by disclosing, to the extent not expressly prohibited by law, improper activities within their knowledge. No employee shall directly or indirectly use or attempt to use the authority or influence of his/her position for the purpose of intimidating, threatening, coercing, commanding, or influencing any person with the intent of interfering with that person's duty to disclose improper activity. 7109 VIOLATION OF POLICY—STAFF AND STAFF OFFICERS If an employee is reported to have violated MWDOC's Ethics Policy, the matter shall be referred to any of the following: (1) the General Manager; (2) Human Resources; (3) the Board of Directors; or (4) any member of the management staff, for investigation and consideration of any appropriate action warranted which may include employment action such as demotion, reduction in salary, or termination. If a Board appointed officer(Secretary, Treasurer or General Manager) is reported to have violated MWDOC's Ethics Policy, the matter shall be referred to the Executive Committee for investigation 12 99999.91947\41666222.1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 and consideration of any appropriate action. The Executive Committee may make a determination and present the issue to the full Board. Motion - 1/17/96; 6/17/15 7110 VIOLATION OF POLICY--DIRECTORS A perceived violation of this policy by a Director should be referred to the President of the Board or the full Board of Directors for investigation, and consideration of any appropriate action warranted. A violation of this policy may be addressed by the use of such remedies as are available by law to MWDOC, including, but not limited to: (a) adoption of a resolution expressing disapproval of the conduct of the Director who has violated this policy, (b) injunctive relief, or (c) referral of the violation to MWDOC Legal Counsel and/or the Grand Jury. 7111 PERIODIC REVIEW OF ETHICS, CONFLICT OF INTEREST AND ADMINISTRATIVE GUIDELINES Pursuant to the terms of Government Code Sections 53234 through 53235.2, each Director shall receive at least two hours of training in general ethics principles every two years. Pursuant to Government Code Section 53235(c), the curricula for ethics training must be approved by the Fair Political Practices Commission (FPPC) and the Attorney General. It is the general desire of the MWDOC Board to meet and review and/or receive a presentation that addresses principles relating to reporting guidelines on compensation, conflict of interest issues, and standards for rules of conduct during the first quarter of the year immediately following an election (every two years). Each Director shall retain the certificate of completion from any ethics course in which he/she participates and shall provide a copy of such report to MWDOC. Such records shall be retained for five years from the date they are received. M-12/21/05 13 99999.91947\41666222.I DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Please note If using Consultant's proposal as Exhibit"B" please attach the proposal or complete the standard Exhibit"B" Form below, BOTH Parties must verify that all sections of this form are FULLY ADDRESSED and the appropriate Exhibit is attached and labeled accordingly EXHIBIT "B" SCOPE OF WORK, TERMS OF AGREEMENT AND TERMS AND CONDITIONS FOR BILLING Company: Hazen and Sawyer Name: Nicole Blute, Ph.D., P.E. Address: 7700 Irvine Center Drive, 200 Irvine, CA 92618 Phone: 949-557-8549 Tax I.D.#13-2904652 1. Term —Commencement September 25, 2023Termination June 30, 2025 2. Fees/Rates to be billed - Lump Sum except for Task 11 (Hourly Rate). See pages 35-36 of July 26, 2023 Proposal and page 3 of September 13, 2023 Proposal attached. 3. Budgeted Amount — Compensation is "lump sum", not to exceed $2,948,000. CONSULTANT's fees shall be billed by the 25th day of the month for the previous month's activities. Invoices received by the 25th day of the month will be paid by DISTRICT by the end of the following month. Invoices shall reference the Purchase Order number from DISTRICT. Consultant shall prepare a breakdown of percent complete by task by Participating Agency to submit with each monthly invoice. Upon invoicing DISTRICT 80% of the contract amount, CONSULTANT shall prepare and provide to DISTRICT a "cost to complete" estimate for the remaining work. 4. Scope of Work/Services — Development of Lead and Copper Rule Revisions Service Line Inventories for Pariticipatinq Agencies. 5. Consultant Representative: Nicole Blute 14 99999.91947\41666222.1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 MWDOC v4W. Wit Proposal for Assistance with Completion and Submission of Lead and Copper Rule Revisions Service Line Inventories for a Number of Orange County Agencies RFP ENG.2023-01 I July 26,2023 Hazen DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Table of Contents Cover Letter Section 1 Project Team Section 2 Project Understanding and Work Plan Section 3 34 Team's Record of Past Performance Section 4 38 Cost Control and Schedule Section 5 4-C Budget Summary Proposal Section 6 47 Time and Materials Labor Rate Schedule ppendix A 49 Resumes Appendix B 65 Professional Services Agreement Acknowledgement Hazen DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Assistance with Completion and Submission of LCRR Service Line Inventories for a Number of Orange County Agencies July 26,2023 Charles Busslinger,P.E. Director of Engineering,District Engineer Municipal Water District of Orange County 18700 Ward Street Fountain Valley,CA 92708 cbusslinger@mwdoc.com RE:Response to RFP for Professional Services for Assistance with Completion and Submission of Lead and Copper Rule Revisions Service Line Inventories for a Number of Orange County Agencies(RFP Eng. 2023-01) Dear Mr.Busslinger and Members of the Selection Committee: Hazen and Sawyer(Hazen)is pleased to submit this proposal in response to the above-referenced Request for Proposals(RFP).We understand the Municipal Water District of Orange County(MWDOC)and several Orange County(OC)Water Agencies are evaluating the advantages that a joint effort can afford each Water Agency in achieving compliance with the Lead and Copper Rule Revisions(LCRR).Building upon Hazen's diverse experience in providing LCRR compliance support for utilities nationwide,our response to the RFP was developed with a focus on delivering high-quality professional services that support a joint effort and provide the most cost-ef- fective and time-efficient project execution.We also understand the level of technical assistance required for each Water Agency is likely to vary and will be agreed upon prior to commencement of the scope of work. Our thorough review of the RFP and initial assessment of lead likelihood in Water Agencies'service areas(Section 2)guided the development of our Project Work Plan and informed the selection of an exceptional team of LCRR experts to assist Water Agencies at various levels.Hazen is committed to assisting MWDOC and partnering OC Water Agencies be successful in the implementation of their LCRR programs and be compliant with US EPA and Division of Drinking Water(DDW)regulatory requirements. Selecting Hazen to assist MWDOC and partnering Water Agencies offers several benefits: III Nationally Recognized Experts in LCRR Assistance and Corrosion Control.Our proposed LCRR drit Program Manager,Nicole Blute,PhD,PE,is an expert in corrosion control and has most recently been the PM for LADWP's LCRR efforts.Hazen's Technical Advisor Becki Rosenfeldt,PE,is a nation- ally recognized expert in LCRR compliance programs and a trusted advisor to more than 4o municipalities and regulatory agencies.Nicole and Becki have been working with the California State Water Resources Control Board's DDW leadership to share strategies from other states and propose alternative verification methods. Hazen offers a deep bench of national LCRR leaders who have been at the forefront of LCRR compliance programs for large water utilities across the United States,including Cayla Cook,PE,and Roger Arnold,PE,who will provide additional experiences for compliance. Our team's experience in developing and delivering LCRR compliance programs since before the LCRR's promulgation has allowed us to optimize our tools,processes,and methods so we can deliver projects to our clients in a highly efficient and functional way. Hazen and Sawyer 1 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Assistance with Completion and Submission of LCRR Service Line Inventories for a Number of Orange County Agencies Simplified Functionality for Today with Growth Capacity for Tomorrow.Given the need to keep al the Service Line Inventory(SLI)updated well into the future,Hazen has developed a series of modules that can be added to the basic framework for seamless,integrated management overtime.This method allows for a phased approach to meet the financial,technical,and resource needs of the agencies we support. Moreover,the inventory's added geoprocessing functionality provides auto updating to allow the utilities to continue to efficiently conduct annual inventory updates if lead status is unknown,galvanized requiring replace- ment(GRR),or Lead Service Lines(LSLs)remain following the October 16,2024,submission deadline. Familiar,Non-Proprietary Tools.While Hazen is on the cutting edge of technological advances A concerning LCRR compliance,our approach relies upon off-the-shelf,non-proprietary software to the extent possible.This approach maximizes the usability and adaptability of the tools we develop for our clients and ensures minimal start-up time and cost as well as training time for OC Water Agency staff. Using standard tools within ESRI ArcGIS,we have developed a non-proprietary model used to classify the lead, non-lead,GRR,and unknown status of service lines with a high degree of accuracy. 41 Effective Project Management for Simultaneous Agency LCRR Compliance.Hazen has developed b b effective strategies for programs similar to the proposed MWDOC and OC Water Agencies partnership, in which multiple agencies'LCRR actions are conducted simultaneously for efficiencies.Our team is implementing more than 200 LCRR Compliance Programs for small systems in New Hampshire,and all of the small systems serving less than 10,000 customers for utilities in Arizona.Both of these projects are being implemented under a single management entity to achieve LCRR compliance in the most efficient manner.The Hazen team brings to MWDOC strategies found to be effective for this framework,such as pooling adjacent small systems to provide a larger number of samples that supports a more rigorous statistical analysis(and results in an overall fewer number of field verification sites required for individual agencies). We confirm our ability,considering current and planned workload,to complete the SLI for each participating Water Agency on time for the following milestones: Notice to Proceed on October 30,2023,and SLI completion and submission to the State(DDW)and/or before October 1,2024. We also confirm our willingness to accept the terms and conditions of the provided Professional Service Agreement Proposal-Appendix C)with the proposed modifications(subject to negotiation with MWDOC,provided as Appendix B to this proposal),and personal or organizational conflicts of interest prohibited by law do not exist. We trust that our proposal meets with your approval.If you have any questions or require additional information, please contact me directly at(714)814-4909 or Nicole Blute at(310)266-6212.We look forward to working with you on this important project. Very truly yours, eas/C: '' - y1A,..-001-A- 151"- -- Cindy Mille ,PE Nicole Blute,PhD,PE Program Director Program Manager Hazen and Sawyer 2 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 41i isi.:;,..i., 4 P illdio 4 AI A 4 41, ,,Ik Via_ Section 1 Project Team DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Assistance with Completion and Submission of LCRR Service Line Inventories for a Number of Orange County Agencies Section No.1 Project Team Hazen's team brings to MWDOC and partnering OC Water Agencies the expertise and demonstrable experience working on similar projects whereby multiple water agencies join efforts, benefiting from the cost and time savings this presents, whilst still addressing the unique needs of each agency. In this section,Hazen presents our exceptional team of highly skilled LCRR experts,respected for their technical knowledge in the field.Key team members,such as Becki Rosenfeldt,PE,have experience working on more than 35 LCRR projects,and most recently a project in New Hampshire,with a very similar scope and partnering strategy. She also provides LCRR guidance to regulatory agencies,including DDW. Similarly,Cayla Cook,PE,Hazen's selected project engineer for the proposed project,has been instrumental in the success of more than a dozen LCRR projects that included LSLI development for water systems in California and Arizona.Our proposed Project Manager(PM),Dr.Nicole Blute,PE,is a very experienced and hands-on PM,most recently leading LADWP's LCRR compliance project.She also has over 20 years'lead and copper rule and corrosion control experience.They are backed by a deep bench of LCRR experts who have worked side-by-side on more than 5o LCRR-related projects and programs throughout the US,including California. A short biography for each key project member is provided below,and tailored resumes presenting relevant experience for the proposed project,for all selected project team members,are provided in Appendix A. Members of the proposed Hazen team were selected by matching their skills and experience to the requirements of the RFP to provide efficient,cost-effective solutions to assist MWDOC and partnering OC Water Agencies in the successful submission of their respective LSLIs in the DDW Inventory Template by the October 2024 deadline. Subconsultants Joining the Hazen team will be Blaine Tech Services,an environmental field services contractor who will perform the field inspections to supplement agency staff in investigations of service line materials. Blaine Tech has been in operation since 1985 and has qualified personnel and equipment for conducting and/or supporting field-related services QAIOC ADVISOR MWDOC Roger Arnold,PE PROGRAM DIRECTOR PROGRAM ADVISOR/ Cindy Miller,PE REGULATORY COMMUNICATION Becki Rosenfeldt,PE SUBCONTRACTOR Blaine Tech Services PROGRAM MANAGER PROJECT ENGINEER Field Investigations) Nicole Blute,PhD,PE Cayla Cook,PE PROGRAM DATA MANAGER Stephanie Botha LCRR COMPLIANCE SUPPORT STAFF Records Research and Service Line Statistical Analysis/ Sampling Plans Gap Analysis Inventory/GIS Machine Learning Melanie Warren,PE Melene Agakanian Jared Eichmiller Malia Turner Funding Service Verification Max Sugarman Arthur Moncreiffe Lisa Hulette,PMP Program Field Inspection Program Customer Cole Graham Blaine Tech Communications LSL Replace Plan Watt Replacement Emma Ressler,EIT Tori Yokoyama,PE Anissa Rafeh Megan Hazen and Sawyer 3 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Team Key Team Members Our team of experienced local professionals and national experts will require minimal oversight from MWDOC and partnering OC Water Agency staff unless desired.Our proven record of delivering LCRR projects in California and around the country will give you confidence in a smooth and successful project delivery. eCINDY MILLER,PE PROGRAM DIRECTOR Cindy is an accomplished program director,manager,and technical lead on a wide range of water projects.Cindy's broad project experience has exposed her to all phases of project planning,design,program management,and im- plementation of programs.This unique and diverse experience enhances her ability to work effectively with project teams,utility managers and staff,and the public.Cindy has worked for MWDOC and many of the partnering OC Water Agencies over the course of her more than 30-year career. BENEFIT:Cindy will ensure MWDOC and the partnering OC Water Agencies'satisfaction with the Hazen team. NICOLE BLUTE,PHD,PE PROGRAM MANAGER Nicole serves as Hazen's Director of Drinking Water Process Technologies and has extensive LCRR and corrosion control experience working with utilities throughout the Western United States.She has over 25 years of experience with distribution system water quality.She specializes in drinking water quality and system planningfor water agencies and leads complex programs involving multiple agencies,facilities,and stakeholdders Nicole is experienced in working closely with DDW to propose and interpret regulatory direction. BENEFIT:Nicole will draw upon her experience as a highly effective program manager and her knowledge of the LCRR requirements to deliver the program to MWDOC on schedule and budget. IBECK! ROSENFELDT,PE PROGRAM ADVISOR/REGULATORY COMMS. Becki has extensive experience guiding many of Hazen's clients to LCRR compliance.She serves as a Program Man- r ager,QA/QC advisor,and various technical expert roles for the development of LSLIs including the development of alternative material verification methods such as statistical interpolation and machine learning models.Her nation- ally recognized expertise includes providing guidance to regulatory agencies,including DDW.Nationwide,Becki is assisting utilities with developing comprehensive LCRR compliance programs including service line inventories,replacement and sampling plans,and customer communication. BENEFIT:Beki will leverage her experience delivering over 35 previous LCRR projects to serve as the program advisor for MWDOC. CAYLA COOK,PE PROJECT ENGINEER iiiiCayla has served as the Project Engineer,Task Manager,and Assistant Project Manager on several key LCRR efforts including LSLIs within California and Arizona,lending to a robust background and knowledge of the unique challeng- es utilities face associated with the LCRR.She has successfully completed multiple similar efforts and is ready to hit the ground running. BENEFIT:Cayla will provide assistance in leading the team on the technical aspects of the LCRR and organizing simultaneous completion of LCRR compliance for multiple agencies. i at I,, ROGER ARNOLD,PE QA/QC ADVISOR i- 1 Roger serves as a nationally recognized corrosion control expert who has helped utilities across the country optimize corrosion control and LCRR compliance.He provides technical oversight for LCRR projects nationwide and is per- fectly situated to serve as the QA/QC Advisor for the project.His technical experience has focused on applying field testing,scale analysis,and pipe loop testing to solve corrosion control challenges. BENEFIT:Roger's experience in overseeing several LCRR project nationwide will ensure the scope of work will be executed efficiently and of exceptional quality. kik STEPHANIE BOTHA PROGRAM DATA MANAGER Stephanie brings to MWDOC and partnering OC Water Agencies extensive experience in data management and visualization techniques.She has worked with LADWP over the past 7 years to develop,implement and manage databases-supporting department decision-making and DDW permitting&compliance.Stephanie will lead the GIS and database teams. BENEFIT:Stephanie expertise will ensure LSLI databases of utmost use to the Member Agencies and visualization of data provides clear understanding and communication. Hazen and Sawyer 4 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Team Maintaining Continuity and Availability of Key Staff As Project Manager,Nicole Blute will implement Hazen standard procedures for developing,forecasting,and managing the staffing plan for this project.The importance of staff availability and continuity on the Project is well understood.Key procedural elements are as follows: 0glik l At project inception, Weekly internal workload All Hazen project Should staffing issues Nicole will develop a meetings to communicate managers update arise,Nicole will work with project work plan that short-term project delivery long-term staffing plans on Cindy Miller(Program includes the selected activities and staffing needs. a monthly basis to review Director)to develop project staff and their workload and availability.solutions to meet project forecasted workload for expectations. the duration of the engagement. We have already created a draft work plan for this project to assist in estimating the availability and commitment of our team members to provide continuity and efficiencies. Specific Team Experience Relevant to LCRR Projects CCO w 3 N w M H C _6 o.c3 °' o c •2 ro d o o T y o m v C OL 7 o o P •.2 '.- N •a+ iC 6/ C 7:: LL d -a ' w 0 C 3 ca d d C Oq W .n F. ° cc ro c .c. fl o . o f o o b to C m E co. 8 -o in iu m `Ef 3 •c.. E w `E ac c y c ii ai- 0.. o0 co a2 > 2 on. o 00 co o a 2H u.. Nicole Blute 15 V V V V V V V V V V Becki Rosenfeldt 10 V V V V 1 V V V V Cayla Cook 20 V V V V V V V V V V Roger Arnold 5 V V V V V V V V V Stephanie Botha 15 V V V Melene Agakanian 10 V V V Cole Graham 10 V V V V V V V Emma Ressler 10 V V V V V V V Jared Eichmiller 20 V V V V Max Sugarman 20 V V Tori Yokoyama 15 V V V V V V V V V Malia Turner 10 V V V Arthur Montcrieffe 15 V V V V V Anissa Rafeh 10 V Megan Watt 25 V V V V V V V V c.Melanie Warren 10 V V V V V V V V V o Lisa Hulette 10 V V Hazen and Sawyer 5 DocuSign Envelope ID:12A52CF7-EE26-44A1-86EB-DBE846D6E195 Section 2 Project Understanding and Work Plan DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Assistance with Completion and Submission of LCRR Service Line Inventories for a Number of Orange County Agencies Section No. 2 Project Understanding and Work Plan Our approach was developed with a focus on delivering superior profession- al services that support a collaborative effort between MWDOC and part- nering OC Water Agencies. By leveraging the economies of scale for this joint effort, our work plan provides a cost-effective and time-efficient project ex- ecution. Project Understanding Hazen understands the objective of this joint effort between MWDOC and participating Water Agencies is an efficient completion and submission of US EPA Lead and Copper Rule Revisions(LCRR)Service Line Inventories SLIs)to DDW by the October 2024 deadline. The work plan assumes between 8 and 15 agencies will participate and offers options for providing various levels of assistance in the completion of remaining compliance deliv- erables.In developing our approach,we considered three levels of assistance per the requirements of the RFP, i.e.,Low Level of Effort(LLOE),Medium Level of Effort(MLOE),and High Level of Effort(HLOE),for the menu of services presented in Appendix A of the RFP.We understand that this approach allows individual agencies to choose the tasks and a level of support they require,but still benefit from the proposed joint effort.We also understand that the number of service connections per agency varies greatly,from 1,204 connections in East Orange County Water District's service area,to 64,166 for the City of Anaheim,hence our approach is scalable to address such variation. Hazen has already begun the process of evaluating MWDOC Water Agencies'water distribution systems as presented in the next pages.We will collaborate closely with MWDOC and Water Agency staff,and our local partner,Blaine Tech Services,to accelerate our understanding of location specific details to maintain the project schedule. Brea Fullerton La Palma V Members of the Hazen N team have experience ArgheMi with Water Agencies Serrano Water Orange District 0 Seal Westminster Beach East Orange CountySantaAna Water District Huntington Fountain Potential Partnering ach Valley Trabuco Canyon OC Water Agencies Water District v 0 In ajoint effort to save cost and time,MWDOC is administering the approach to achieve LCRR compliance El Toro Water District by the October 16,2024 deadline.We understand that as few as eight and as many as 15 OC Water Agencies may participate in the project. In this proposal,we provide our overall approach. Laguna Beach and when applicable,describe how we can fulfill the needs of County Water District individual Water Agencies.We also demonstrate proven approaches to accomplish compliance goals and the advantages offered by the Hazen team. South Coast Water District Hazen and Sawyer 6 DocuSgn Envelope ID I2A52CFT-EE26-44A1-B6EB-OBEa4606E195 Project Understanding and W nrk Plan Overview of Hazen's Proposed Management Approach Our overall approach to assist MWDOC and partnering OC Water Agencies CC LCRR Service Line Inventory Hub: to comply with LCRR requirements pivots on a proven collective strategy. Creation of a central database or Hub will function as a single source of truth to simplify data management, Centralized project tools will be utilized to streamline tasks and reduce streamline inventory reporting,and provide an integrated tool to manage the SLI across multiple water systems.For security reasons,each Water Agency will be provided with a different view of the inventory unnecessary duplication of efforts,thereby saving time and cost. filtered to their system,creating individual access points for each of the partnering Water Agencies. Proposed centralized tools included In Hazen's approach consist of the development of an OC LCRR Water Agency Partnership Website and Service Line Inventory Hub. 4 CC LCRR Water Agency Partnership Website: The partnership website will provide a centralized location of resource material Including training documents Utility Partnership Access to Customized LCRR Training Materials: and videos.The website is also a location for the participating agencies to upload data,access their Inventory, and track development of compliance deliverables. HilJlal' Lseno,,ww,Dea S,nm>sion lnvantwy eaa Varaeaum Oelm•raEle Forme MaevaeaMTninkae A Service Line Inventories y LORR fir Protecting public health and reducing exposure to lead and copper in drinking water r I O 4 t Ph it iii©A .,` C "` CITY MIA t ,r.e 11111 Secure Access to Individual Utility Compliance Deliverables: yy Hazen has had great.wecess and client(s)satisfaction I;""' t w'• utilizing centralized tools where prMecis include a number REllialSEWHAM[ NT OE of water agencies teaming to achieve LCRR compliance. PUEPARTMF.NT OF For example:Hazen ix implementing LCRR Compliance ill y" Environmental in New Ha for than a small and mediumemente systems y(Fe,in New Hampshire undera single management entity li.e.. Services Hampshire Ea P NewH m shire Department ofF.nvimnmental services. Utility a«vlae tla.o..roew Gem a Prel.as In........, Nunn iJ Sewver 1 azanenJ>a Ve T DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Work Plan Outline Phased Approach to LCRR Compliance As outlined below,Hazen's proposes a phased approach to assist MWDOC and partnering OC Water Agencies to successfully complete and submit their individual SLI and remaining compliance deliverables to DDW prior to the October 2024 deadline. CONTINUOUS TASK RFP Task 1:Project Administration and Progress Reporting RFP Additional Task 4: Hazen Recommended Additional Task:LCRR Funding Assessment/Application PHASE 1 Building a Service Line Inventory RFP Task 2:Assist with Data Gathering,Records&Historical Code Review RFP Task 3:Develop LSLI Database and Initial Inventory RFP Task 4:Develop a DDW Approved Approach for Alternative Material Verification Methods RFP Task 5:Apply DDW Approved Alternative Verification Methods RFP Task 6:Assistance with Data Analysis RFP Additional Task 1: Integrate Service Line Inventory into Agency Asset Management System PHASE 2 LSL Occurence Analysis RFP Task 7:Customer Communication RFP Task 8:Develop and Implement Private Property Owner Self-Verification RFP Task 10:Manage(Field)Inspections/Test Pitting/Meter Inspections RFP Task 11:Provide Field Inspection Personnel to Assist with Physical Visual Verification PHASE 3 Sampling&Service Line Replacement Plan Development RFP Additional Task 2:School/Childcare Facility Sample Site Selection and SOP RFP Additional Task 3:Compliance Site Selection and SOP RFP Task 9:Develop Lead Service Line Replacement Plan RFP Task 12:Population of DDW Inventory Template and Service Line Inventory Submission Typical Service Line Installation Utility Easement r— i----- I House Shut-Off Street Water Meter Valve f Connector Sidewalk ra. r,.. • 114 1.‘Customer-Owned Service Line Water Utility-Owned Main Service Line Utility Side Customer Side Typical service line configuration for utilities in California.This can be modified to fit each Agency's unique service line installation design. Hazen and Sawyer 8 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan CONTINUOUS TASK Task 1 Project Administration and Progress Reporting To best serve MWDOC and partnering OC Water Agencies,Hazen considers Task 1 a continuous project task, and in accordance with the RFP,this task comprises the following key components(1)project communications, 2)meetings,(3)data collection and management,and(4)invoicing and administration. In addition to these subtasks,Hazen recommends participating OC Water Agencies consider applying for funding to support LCRR compliance activities as described in the section titled:Task 4-S Hazen Recommended Additional Task:LCRR Funding Assessment/Application/Implementation. Proactive Communication and Meetings On a regulatory compliance project with an expedited schedule,clear communication is key for project success. We will employ a streamlined approach to effectively communicate with MWDOC,individual OC Water Agencies, and,as needed,the public. As described in the overall approach section,Hazen proposes to create a project website to provide MWDOC and partnering OC Water Agencies with a centralized location to access information resources,project schedule, recorded meetings and minutes,and training materials(including videos).The website will also be the location for individual Water Agencies to securely access their view of the inventory and a platform for directly uploading data files.Henceforth,the website will be referred to as the"OC LCRR Water Agencies Partnership"website. Hazen proposes to manage broad communication by utilizing the abovementioned website.Both collective meetings and meetings with individual OC Water Agencies will be held throughout the duration of the project. Meetings proposed include: Collective Meetings: Kick-off meeting Progress meetings Individual Agency Meetings: Meeting to agree the level of effort Institutional knowledge transfer meeting Service Line Corrosion Final preparation meeting(prior to inventory Inventory submission to DDW) Control GIS and IT Data Collection and Management Public Education DATA LSL Creating a sensible and reliable data management Outreach MANAGEMENT Identification approach is critical to increased confidence in the SLI and results.Each step of the process must follow defensible Website and straightforward methods that will ultimately sup- port each participating OC Water Agency to compliance Sampline LSL with US EPA and DDW SLI requirements. and Replacement To meet this objective,Hazen's proposes a data man Monitoring Plan agement approach includes the following(next page): Hazen and Sawyer 9 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Our approach to data management will leverage existing tools and datasets to provide easy integration into Water Agency digital infrastructure. Use of Commercial Off-The-Shelf(COTS)Software. toHazen will depend on commercial off-the-shelf(COTS)Esri software and cloud infrastructure for data management.This approach provides flexibility in the customization of data and applications while providing security through established authentication protocols and best practices provided by Esri. Leveraging Existing Tools and Datasets. ri Hazen will work with the participating OC Water Agencies to leverage internal resources, existingtools,datasets,and expand existingGIS feature classes to meet US EPA and DDWP SLI requirements. Customization Based on Individual Agency Needs. gg. Hazen will determine hosting and development based on each agency's requirements.A gap analysis will determine data needs for each utility to achieve LCRR compliance and population of DDW template. Automation through Python. Hazen proposes to use Python scripting,a highly reliable and robust open-source program- ming language(i.e.,non-proprietary),within ArcGIS software to automate the following: Generation of LCRR templates and summary reports(consistent with DDW formats). Generation of service line material update and service line replacement update reports irfor submission to DDW. Generation of status emails and required customer notification reports. tiliii Likelihood analysis or machine learning analysis results. Data backups. Python is scalable across multiple systems,simplifies revisions and document creation re-runs, keeps record,and is repeatable. Hazen will utilize familiar,non-proprietary software and standard tools,such Esri ArcGIS,to develop a custom SLI for each partnering OC Water Agency. Invoicing and Administration Hazen will provide project management services throughout the project,including preparation of invoices(in MWDOC approved format)and progress reports to detail project progress for internal agency and public uses. Hazen's culture of highly technical services encompasses not only technical areas of projects,but also provides effective management of the scope,schedule,and budget.We utilize our custom-built Power BI Project Management Dashboards to track and manage all project financials. Hazen and Sawyer 10 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Quality Control Quality Assurance and Quality Control(QA/QC)is part of our culture at Hazen and is integral to successful project management.Our Program Manager,Nicole Blute,provides strong technical leadership and focuses on quality at each level and project stage,including formal QC reviews.Our overall QA/QC process is depicted below. Select Develop Perform Update Submit the Right Team QC Plan QC Reviews documents to to client for review incorporate comments INIIIMIMMIIIIIII•*\\......0, 1111•MMI<.}111111IMINIMO'\......../MIIIIIIIIIMINI Establish QC Identify/confirm •Receive and Confirm,discuss and reviewers QC review milestones document comments resolve comments Set review schedule budget Deliverables Assumptions Data request The contract will be administered through Project meeting agendas and minutes: MWDOC. Meeting types:kick-off,level of effort agree- • Meetings will be conducted virtually. ment, progress, institutional knowledge • The Agency will provide a summary of available transfer,final SLI preparation records with samples for the inventory prior to OC LCRR Water Agencies Partnership website meeting with the consultant to agree upon the SLI training documents and videos level of effort for each category of service. Monthly invoices in format agreed with MWDOC Hazen will post progress reports/maps on the Water Agency's secure page accessed via the OC LCRR Water Agencies Partnership website. SLI-related training documents and videos will be posted on the OC LCRR Water Agencies Part- nership website.PHASE 1 Task 2 Assistance with Data Gathering, Records Review, and Historical Code Review Hazen understands that the extent of work for this task is highly dependent on the condition and accessibility of existing records and files.Per the RFP,and listed in Task 1,Hazen will arrange to meet with each participating Water Agency to determine and agree upon the level of effort required to complete this task. Proven Approach Not only are record and code review required by the US EPA,they're also incredibly beneficial for LSL Inventory development and the selection of critical inventory criteria.Through extensive record and code review,the quantity of unknown service line materials may be greatly reduced,decreasing the need for costly field verification efforts. In§141.84-Lead service line inventory and replacement requirements,the US EPA outlines various documents required for each water system's record review.Hazen's approach begins with a"wide and shallow"record review, or subset,used to determine which required records may provide further benefit in reducing unknown service line materials.We will establish a timeline noting the potential for lead during various time periods.In preparing for this proposal,Hazen conducted an initial assessment of MWDOC member agency service areas using historical state-wide plumbing codes(illustrated on page 14 and 15).To further increase confidence in effective lead bans and provide opportunities for more aggressive inventory criteria options,local plumbing codes and system-specific historical records will be evaluated. Hazen and Sawyer 11 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Recommended Records Review To begin evaluating available information and historical records,Hazen recommends an initial records research to align with US EPA-requirements,and depending on availability may include the following: Private-side construction permits,e.g.,plumbing permits. Existing records or other documentation that indicates the private-side service line material,e.g.,tap cards, work order notes or forms. Distribution system maps and drawings of private connections(as-builts). Historical records on each service connection(inspection records). Meter installation records,e.g.,typical details,GIS data on locations,diameters,and installation dates. Historical capital improvement plans(for as many years available). GIS data with installation dates,location,diameter,and material data for water mains and service lines. Customer billing data which includes connection dates and active accounts. Property Appraiser's Database(including construction date). Through casting a wide net for record review,Hazen has a proven track record for finding records and codes that further reduce the quantity of unknown service lines. The key goal of this approach will he to provide sufficient evidence and criteria to categorize unknown service lines as non-lead,while limiting time-consuming and costly field verification. Hazen Advantage While the use of lead service lines in the state of California was limited,galanized service lines were widely installed.Leveraging Hazen's wide breadth of knowledge on galvanized service lines from Water Research Foundation#4910"Evaluating Key Factors That Affect the Accumulation and Release of Lead from Galvanized Pipes"and experience supporting neighboring utilities on similar challenges,the Hazen Team can outline multiple pathways involving record review to confidently move GRR into a non-lead category. Deliverables Upon receipt of the summary of available records from the Water Agency(Task 1),Hazen will develop a data request summarizing information needed for the SLI and submit the request to the Water Agency. Assumptions Summary of available records from the Water Agency is received prior to kick-off meeting. The Water Agency will provide available GIS records of service line or meter locations,or a customer account service listing to identify which parcels or buildings are served by the system. The Water Agency will securely upload all data files via the upload feature provided on the OC LCRR Water Agencies Partnership website. Support for continued record review,if requested by a Water Agency,would be under a separate task order. Hazen and Sawyer 12 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan PHASE 1 Task 3 Develop Lead Service Line Inventory Database and Initial Inventory Hazen will work with MWDOC and the participating Water Agencies to leverage internal resources,existing tools,and datasets and expand existing GIS feature classes to meet DDW inventory requirements.The SLI will be developed to serve as a central live database to streamline other LCRR Compliance deliverables. The SLI will serve not only replacement efforts,but also be a tool for achieving other compliance requirements.With a well-designed inventory,tasks such as sample site selection,customer notification,and replacement progress dashboard updates can be automated to maintain compliance for years to come.These strategies have been imple- mented for utilities such as Sweetwater,Tempe,LADWP,and New Hampshire DES. If acceptable to agencies to use a GIS platform,Hazen will utilize ArcGIS products and collect,integrate,and display data.The databases will be set up to enable statistical interpolation and predictive modeling for LSL if statistical modeling is selected as an optional task.The final database is ArcGIS compatible and can be integrated into an agency's extended plan for LCRR. Proven Approach The development of the SLI will begin with an assessment,compilation,and integration of available historical records including construction date,water connection date,meter tap size,water service orders,customer provided information,and other data sources.These data layers will then be input into an ESRI ArcGIS model to"join"useful information to the associated service line identifier(such as the water meter or location ID).The established criteria will then be used to discern if the service material is lead,non-lead,galvanized requiring replacement(GRR),or unknown on both system-owned and customer-owned.The system-owned and custom- er-owned service connections may pull from different criteria to highlight how each is a unique data set.Python scripting will be used to automate the population of the DDW Inventory Template,which will now be required for inventory submission. Inventory Development OC Water Agency OC LCRR System GIS and Water encAgies' 11110( Internal OC Water Agency Service Line ., Geospatial Inventory Material Data Central GIS Dashboards Database Field Data 44 Use of DDW Template for Collection Submission of SLI Inventory, Working Layers htr Desktop Data External Customer- Collection and Faccingg Geospatial SLI Records Review Hazen and Sawyer 13 DocuSgn Emiope ID-12A52CF,-EE25-44A1-B6E13.0E1E84608E195 Prolaotundmatandwg and Wort Plan Preliminary Assessment of 15 00 Retail Water Agency Service Areas: Lead Likelihood The customer-side lead likelihood was assessed using the construction year of service area parcels.Through a more thorough Based on Construction Year record review,Hazen can further document confirmed locations of LSLs,predict the location of unknown LSIs,and document service lines as non-lead within Water Agencies'service areas. 1 - l 5,9, E Before1899 High Historical Records Research l t ,rI a-' 1 D-t929xighea t- ,a Eli[30-1945 High GOJ i J } } I 1946-196o Moderate y I Water Boards e> e: ' 1 i' '' „ 1961-1971 Low 1800-1828 1950-1986 0? t i 7"I © ,,.tic 1972-198s Lowest highestlikelihood ILSL COW ogn y- p 1 k baaad nabaw/',march Nay typioaiy r sed ininCallorni' ' y e,4 .,,_,,, r ! / ,, 1986-Current N0 Risk 1 i l_, -_i l` I Unknown IIIIIIIIIIIIIIIIIIIIIIIIIIIII1lllllilll111111111111lllillliliiiii11i11lllllllllp! I 1 ` ,n,z t_/ "° "' .._ C. r000 p ?) a vip N 1036 v C3-_ 1L — 1 / SoCawbm.L.48.,Caplomia Heahn r^- f 1 U.S.Congress amends the Safe I any Safety Code Section 3008 I-.- r OrmkitgW brActroban Nod I I Understanding Lead Likelihood in cal ` MWDOC Member Agency Service Areas i4<I' — Q— i y ' I 1 '' 'I I I-i 1 16,800 t.`s • I I tl I I 858 1 1 le 0 f, I le1: I , r^\ k 1tiP l OW i:II' i 1 t 1. 4--' I J EllIhitu_ uL Ii1 I`t 1 0 ' , p !" N' V{ 4 e. ' i . r , ys/t ' ,L1, ,1 i nl A=1,e,f' 4461 a`,,4 wt14a11. -' 'l' J,at',.a .i^ ab e 0.60 Ne s , 1 ist Freeways k Er Year Built Split by Lead Likelihood r Service Areas r 40 Mason and Sawyer I haaenurleatenr.¢Om 14 DocuSgn Envelope ID.12A52CF1 EE26d4Al-WEB.DBEBOBD0E195 vrel.a und.nt.aang end work glen Understanding Lead Likelihood Area of Interest:Lead Likelihood City of Anaheim i',- Eli 1 5 ii Yorea t•1 jii&fk+ t .gi1C'"1,• a unda WD Fullerton tCt+ 16ye An example preliminary LSL occurrence d t"I' t heat map has been provided for the City IkA i %t of Anaheim system to delineate areas of t} ?,e1+ 1%e the City which may have the highest like- i . t111ey N ' 9'f ~ hire lihood for lead based on County ei a^ ,.• • 41 Ili wale p 9 f Assessor's parcel information and trite- I e 0 ;1% ; I- i I ria developed using national and state 1Zs i plumbing codes.This map will be devel-r' y c oped and updated for all participating I. Area of Interest:Disadvantaged IIII 1 MWDOC agencies based on historical r,A. T; Communities records research results and will be ti ra. used to prioritize field investigation n. nnt Indio.ttor,Lox and replacement efforts. a i>b¢ome(Neilonal Percentiles) tit 1.- .Ihprc.-:. orange 5 e.ra,<t Pnorinaing Disadvantaged Communities 4n'z 1." TMEf ACnvnnnmunul.hatJot..TON . lannleroo 1 2.n» nod env,nomental lodes.et hahngl disadvantaged o.eo o ca kl. i nuas.Lavonngt:s tonlr tit emeungaety eoliondalu nen IA 60-70 p.,omre provtde two.,111 to pnontise the vwdasuon and leolanement of Garden Grove Atha J anb at.m.a.vain..m..mizo rrin 5060 t aIllt a.a.•_• 5.000 Lead Likelihood Based on Construction Year 4,000 Before 1899 High 3000 1900-1959 Highest Ili1930-1945 High 2,000 1946-1960Moderate 1961-1971 Low 1 000 1972-1985 Lowest 0 tilt 111'141 I , JIljilili 1J 1986-Current No Risk p,3 p10•'_tyt,, •11'1y 11 ti1 .tiA,L1 n10'11'L yb p'L-tt' 0 y hP y1 ra0_k"1 r roA l.4,,\0 „N qA cO q'1 Unknown 10 b 1P N°16,44 1°1 .,A ...4 ..1 1 .v° .v°! 1 1 .vA .°i .v l .v'7.v,a 4 31 1A \"1_sA \°1 1A 1A \°11 .4 1' '4y-.11'5 Nc?,.y'.VV_ hates,Oct saw,.I hss.n.ndsonveraom In DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Hazen Advantage With more than a 35 SLIs successfully completed,Hazen employs a multi-faceted approach to build a digital inventory capable of integrating existing database frameworks as well as subsequent investigation efforts.Hazen is prepared to package and deliver automatic updating features that will further simplify future inventory updates. The goal of our approach is to maximize the confidence in identifying LSL's,GRR,and Non-Lead service lines as cost-effectively,streamlined,and efficiently as possible not just now but for the foreseeable future.The resulting inventory is produced in a non-proprietary software,ESRI ArcGIS,which allows the agency open access to the data set in the future without the burdensome red tape of competitors'proprietary software(s).The proposed ArcGIS tool will provide functionality and encourage continued,straightforward updates long after the project is complete.Use of python scripting will streamline future inventory updates to DDW,completing what is normally a time consuming task with the push of a single button. Seamless Digital Integration Hazen will provide MWDOC with a custom-built Service Line GIS Dashboard,creating a robust inventory and narrative for tar- geted visual identification. xtayl,.a mac,unp The dashboard will in elude site specific parcel r s,N.e ^1p$ information and address search functions,mobile app interface that can be i 24,628 6,009 0.00% utilized by City operators 6A09 ar.a.eze sere to provide live updates to e Total the database,and the op- ;• tion to correlate identifi- • cation results with key •^e.. tdays,'„'.',ne ,.d., y Togo], Ga.d.eSle Ie.M leyy 4 d Wd.d+ Le Replacement Sbb attributes to predict LSLs or galvanized service line PC,r location. V/ IVV 1 - Example dashboard from a e r i• Hazen LCRR project in • . iA. r ro y Virginia Deliverables SLI database for the collection,integration,and display of service line information using ESRI ArcGIS(un- less a spreadsheet approach is preferred by an agency). Preliminary inventory maps will be provided to show data gaps and areas of prioritization for internal use, and online public display of inventory status for customers. Assumptions Hazen will utilize the definition of a GRR service line approved by DDW which states: "Galvanized Requir- ing Replacement"(GRR)where a galvanized service line is or was at any time downstream of a lead service line or is currently downstream of a"Lead Status Unknown"service line.If the water system is unable to demonstrate that the galvanized service line was never downstream of a lead service line,it must presume there was an upstream lead service line." Water systems will provide all available water system data(i.e.,service connection,water mains,parcel data,etc.),as well as an electronic Real Estate Assessor's database for the water service area in GIS format indicating building construction dates and building types. 0 SLI will include all US EPA and DDW required information pertaining to LCRR SLI compliance. Hazen and Sawyer 16 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan PHASE I Task 4 Develop Approach for Alternative Material Verification Methods and Submit to Division of Drinking Water (DDW) for Approval Proven Approach Following the initial LSLI development,several"lead status unknown"service lines will likely remain in each system.We will develop an action plan to help identify these unknown service lines.Hazen has experience with various service line material identification methods and will create a systematic,cost-effective service line identification program for each agency. Hazen will evaluate alternative material verification utilizing direct and indirect methods in this task, including: 1. Field inspection 2. Customer validation(Task 8) 3. Sequential sampling 4. Statistical analysis 5. Predictive modeling The considerations for each of the potential verification methods are described in the table below.A combination of these available efforts will likely be required,and selection of the most cost-effective methods will be impacted by available resources and community characteristics. DDW-Approved Verification Method Type Relevance for MWODC Cost Viewing/Survey of Service Line Effective method with sufficient public outreach.May require confirmation $ Entry into Building by Water at the meter but can save money by reducing excavation on private Customers or 3rd-Party Entities property. Predictive Methods*Predictive methods can be used to target field inspections and replacement. Water Sampling for Lead* Requires establishing a community-specific threshold to indicate possible $$ presence of an LSL:Invasive to the homeowner. Field/Visual Inspection Field inspections completed by potholing can be costly and invasive.Other $$$ methods can be used initially to minimize need for field investigation,such as field staff surveys for identification during meter readings,replacements, and other routine and CIP field projects. Other Tools/Instruments Accuracy and cost effectiveness of other methods will be reviewed. Statistical Analysis* Relies on statistics and system uniformity to interpolate or extrapolate service line materials within a given geographic area Method requires submission of approach and approval by DDW. Hazen and Sawyer 17 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Potential Service Line Material Verification Methods Verification Method I Considerations for Verification p Visual examinations of service line materials can be completed during ongoing meter change- out program or future water main replacement projects.Hazen will develop a mobile iiif identification tool for field staff to verify service line materials.The app will prompt field staff to upload a photo of the service line,and results can be used to update the SLI automatically.A survey will be provided to guide staff through the identification process Field Inspections 0.) Hazen is proposing to engage and enable customers to verify service line materials.Customer outreach will be geared towards specific community needs and characteristics.Outreach methods may include a complete community-wide education program,and targeted communication using billing statement inserts,postcards,and door hangers to encourage customer participation.These materials will be made available for review on the MWDOC LCRR Service Line Inventories Hub. Customer Validation Sequential sampling can determine the presence of lead at locations with a high likelihood of containing an LSL or GRR service connection.While elevated lead levels for sequential samples can be used to verify the presence of lead,a low lead result cannot be used to indicate theO.)absence of lead. Sequential Monitoring* Multiple types of geospatial statistical analysis are available today requiring case-by-case approval from DDW.These include interpolative analysis and confidence levels.Interpolative 1114111111011014"' analysis is typically applied within subdivisions or other geographically distinct areas that follow similar construction styles.This method fits well within service areas with older subdivisions or geographically distinct areas.Alternatively,a confidence level approach allows a service area to rely simply upon statistics,often requiring a significantly lower number of sites even than Statistical Analysis* interpolative analysis for large sample sizes. tit Hazen will identify systems that would benefit from machine learning.Hazen will develop a custom machine learning program using non-proprietary software to streamline field verification and identification efforts for these identified systems.If approved as a verification method, Hazen will coordinate with DDW to validate statistical model requirements and ensure the model complies with DDW guidance. Predictive Modeling* DDW case-by-case approval Hazen will work with key staff to identify internal resources and establish a systematic approach to identifying service line materials within each system.The outcome of this exercise will be the development of standard operating procedures(SOPs)for service line material verification that will be embedded into a larger,more comprehensive Service Line Identification Action Plan.This will include procedures and tools for data collection and storage,a prioritization strategy and index for field verification,as well as customer education and outreach materials to engage customers in assisting with service line identification.The identification program will build upon both existing and future CIP projects,and prioritization will consider areas with the highest likelihood of containing lead and locations with sensitive or disadvantaged populations. The most costly aspect of the inventory development will be field investigations of service lines,both in the utility right-of-way and on customer property.Our goal is to use every tool available to minimize the need for physically excavating service lines.This approach is a win-win strategy by both saving costs and reducing customer impacts. Hazen and Sawyer 18 DocuSign Envelope ID. 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Hazen Advantage Hazen has successfully worked with multiple agencies,including in California,to create,define,and implement strategic alternative,or indirect,service line material identification programs.These programs have effectively reduced tens of thousands of sites to less than one thousand sites in some cases,and Hazen understands that all Member Agencies will want a varied level of site reduction as a trade-off for higher assurance of non-lead service line materials.The Service Line Identification Action Plans will follow a template-approach for cost savings that carries through for each Member Agency while allowing for distinction between the unique,intricate aspects of each system to utilize the most personalized option. Deliverables Hazen will develop a Service Line Identification Action Plan and obtain DDW's pre-approval of alternative methods of verification. Hazen will provide the Water Agency with pre-approval verification notification(s)from DDW for all alter- native methods of verification. Assumptions Machine learning,or predictive modeling,may be selected as a recommended option.Machine learning requires substantial additional efforts including data curation,training,and retraining of the model.This can be done by Hazen under a separate task order. DDW pre-approval for alternative methods of verification required prior to commencement of analysis work. Review of field verification results and updates to the SLI may be done by the Water Agency staff,or Hazen under a separate task order. DDW will respond to requests for pre-authorization of alternative methods of verification within 2 weeks of receiving the request. PHASE1 Task 5 Apply DDW Approved Alternative Verification Methods Proven Approach After each agency has selected a preferred alternative,or indirect,method for service line material identification, Hazen will coordinate with Blaine Tech to implement this concept in the field.This includes providing substitute sites,as needed,that still meet DDW's randomized sample site requirements,for example.This effort will be specific to each Water Agency's selected method,service area,and even individual sites. Following field verification,Hazen will utilize robust data management efforts to appropriately categorize and identify each of the service lines relying upon the alternative method. Hazen Advantage Included in Scope Enhancement:Automated Processing and Simplification of Reporting The Hazen team is successfully supporting Hazen can write Python scripts to automate the following: pythonagencieswiththeapplicationofapprovedalter- Generation of LCRR templates and summary reportsnativemethodsintheirserviceareacurrently. Generation of service line material update and service lineUniquechallengesandsolutionsareavailablereplacementupdatereportsforsubmissiontoDDW for each alternative method,and Hazen will • Generation of status emails and required customer notification reports support MWDOC through this effort leveraging • Likelihood analysis or machine learning analysis results prior experience. Data backups Hazen and Sawyer 19 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Deliverables List of prioritized sites for verification. Assumptions Alternative methods will remain the same after selection by each Water Agency for the duration of the project. PHASE 1 Task 6 Assistance with Data Analysis Service line verification is a critical component in providing updates to the initial LSLI.The chosen service line identification methodology will be applied to collect verification data. Following the field verification,Hazen will coordinate with Blaine Tech to ensure the data is received efficiently.Hazen will leverage a comprehensive data management effort to streamline the service line material identification and categorization process.This analysis could include determining strategic areas of additional verification if LSL or GRR are discovered during service line material identification,for example.The LSLI will be updated with service line material identification and categorization results. Hazen Advantage Updates to the inventory will be streamlined through Hazen's proposed data management as service line material identification progresses.Hazen has successfully worked with other agencies to review and analyze verification data.Distinct challenges may arise when conducting analysis on verification data and service line identification. Hazen team members have direct and applicable expertise to create customized solutions. Deliverables Hazen will provide updates to the custom-built Service Line GIS dashboard.Hazen will develop a web-en- abled version of the Service Line Inventory suitable for public interface to satisfy applicable DDW publicly available inventory requirements. Assumptions Pipe material identification is possible with approved methods and select approved alternative methods of service line verification.If pipe material is desired to be included in the inventory updates compared to a non-lead classification as described in the RFP,then this needs to be considered by the Water Agency when selecting the verification method. PHASE2 Task 7 Customer Communications Public education and outreach are key components to the success of an agency's compliance program.The LCRR will require utilities to provide both routine and rapid public notification.Given the sensitivity of lead materials in drinking water,it is important to get ahead of public perception.Optimizing participation in voluntary programs requires clear and concise messaging,a customized strategy,and materials that maximize return on investment.Hazen will support agencies in developing effective messaging that influences program participation, focusing on project needs,and emphasizes project benefits to participating customers. Hazen and Sawyer 20 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Proven Approach Hazen will work with MWDOC Water Agencies to develop and implement a communications outreach campaign, for businesses,residents,and property owners.Hazen will work with Water Agencies to customize effective public education,outreach,and notification materials regarding inventory deployment as well as potential field investigation and replacement efforts.All customer communication and notification material will stored on the secure OC LCRR Water Agency Partnership website for acceptability.The campaign can include both broad and/ or targeted communications. Broad Community Communication.Hazen will Targeted Communication.As needed,Hazen can work with the Water Agencies to develop a compelling, work with the Water Agencies to design targeted corn- community-wide public education campaign that will munication materials to gain community support and inspire participation and align all the materials with a participation in sampling and service line material polished,professional appearance.Hazen will conduct identification efforts.These materials will distill corn- a customer communication meeting with MWDOC and plex technical concepts into concise,compelling mes- Water Agencies to explain regulatory requirements and sages.Hazen recommends a baseline set of materials options for public outreach to guide utilities in deciding (e.g.,emails,program fact sheet.)for use throughout which approach best fits their system.Additional corn- all systems,in addition to a collection of materials(door munications and outreach support can be provided to hangers,postcards,and transit and radio public service systems as needed. announcements)for use in targeted areas. Hazen Advantage Hazen will develop a communications plan that will outline required and recommended communications materials as well as a detailed schedule for implementation. Outreach efforts will be coordinated with ongoing LCRR compliance tasks to ensure that customers are well informed and aware of agency efforts to further protect public health.Strategically,the most important tactic is to use this messaging to shape a one-stop shop for customer-focused program information on the Agency's website.While some printed materials will need to communicate program information independently to audiences unlikely to visit the website,most other materials developed to support the program will drive traffic to the website for detailed information and visual explainers. By developing clear messaging and website navigation,this cost-effective approach will limit the need for agency staff to handle customer calls and inquiries. Flushing Your Pipes ARer Service tine Replacement ski Ii Sampli7 Water If troctio later ial%dnn"' ,w"' O a i t S We need your help! • .'r 4 .'. 10 11, 1111.........,. rraWaYaaprado ca Hazen 10.1.0h Mash..._....._ mow....... ___ Copytghl 1022 Example LSL Identification and LSL Replacement Customer Communications Materials Hazen and Sawyer 21 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Deliverables Hazen will conduct a"communications outreach campaign"workshop to discuss LCRR-required and op- tional customer communication and outreach strategies and materials. Hazen will prepare educational training videos,as well as outreach materials and post them to the OC LCRR Water Agencies Partnership website for agencies to use in conducting both broad and targeted customer outreach.Prepare and launch"communications outreach campaign." If desired,Hazen will meet with the agency to develop a customized communications plan and implemen- tation schedule. Assumptions Hazen will provide material templates and the Water Agency will be responsible for the printing of customer communications materials.The agency will coordinate with internal staff to execute communications plan and schedule. OC LCRR Water Agencies Partnership website will be used to schedule identified"gap"locations for private property owner self-verification and/or agency field verification. PHASE2 Task 8 Develop and Implement Private Property Owner Self-Verification Proven Approach Leveraging prior experience including currently publicly available self verification sites,Hazen will work with Water Agencies to develop a Customer Survey that includes a designed Postcard mailer following Water Agency standards,a draft Customer Survey series of questions and instructions,and the Customer Survey on the Survey123 platform which will be used to reduce the quantity of unknowns.An example of the Customer Survey via Survey123 that was prepared and managed by Hazen is available at tempe.gov/serviceline. V ACTION REQUIRED:Tempe Water Utilities Division does not Tempe have a record of the service line material for this address. Tempe needs your assistance:ifverlfgebywaterservicetinemalev u-, How can I help?The material identification will take approximately live minutes. Surveys received ixj April 30.2023.will be entered.nto a drawing to w n a gin card to a local Tempe btslnevr 1.Scan the QR code or follow -':..- A(Clet1HOURDA:VOhit(61tleSe111dese e•-' ti de Aptadeletape'mike's@reyshsld accessURs.the Is Wale se idepineta*led6n survey, Iv e. ,'`.ir,v4ok e Tempe eee v 24.,- r w uue+:um& .".ee Udor e.rvc%o iV0' 2.Call or email with questionstmeeriweonmeneeeeOnodemon. 2 eeoauenteno 11 r e lele2/23 r+rv...-i i .. or for help. mep..,.•e-endemg**own...r o PINE 480 350 2982 IIIItr.:, Servicelinelnvenlor tempe.gnv n, Um elednis:wylrenaeew CUSTOMER SIREurntrr aoe Survey responses will help the City fnopueds ? y„ prioritize next steps,which include norm r roiy.Qllwp'u van proem r, field verification of exterior waterP7:•-ZS' 'N1e. , ':.•,141ry 2 Wow otmseun asmeefearoniry r rime$r.*,, t '".• , service line materials.learn more al oertear,a. 1 Why does my water service line material matter? tempe govf e vvicel ine. a.eep:eoae6 le mamma sweet.e4 c}+M elI women pros me et4.2m l..ellae:rem pe ci 6rm de ladwe6 eervOoeeterns Obleom id'I/o.hw&, c n•eeese nererekme Example Postcard to Encourage Customers to Fill out the Online Survey to Identify Unknown Lead Service Lines developed in both English and Spanish) Hazen and Sawyer 22 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan During the self-verification process,it is likely that a subset of customers,e.g.,<1%,will indicate that they have or have had a lead service line.This has been exhibited in prior Hazen survey efforts.For these cases,Hazen recommends a timely response of sending utility-staff,Hazen staff,or Blaine Tech to the site for a lead check swab that is US EPA verified.Furthermore,for potential GRR,DDW has previously approved approaches involving sequential sampling and review of home construction dates to move potential GRR into a non-lead category. Following regulatory coordination and approval,Hazen may assist in organizing special purpose sampling,e.g., sequential sampling,of select homes for this effort. Hazen will design a Postcard mailer following Water Agency standards.An English and Spanish translation will be provided,as desired,and up to three(3)modifications to the Postcard will be included for development.An example of a mailer sent City-wide is available to the right. Hazen Advantage Hazen has a dedicated communications team that develops clear,concise materials for public outreach.Several examples that have been effective include QR codes and postcards sent to residents for self-verification. Our team will manage the logistics of private property owner self-verification tests Deliverables Customer Survey postcard(available in OC LCRR Service Line Inventories Hub): Customer Survey questionnaire in Survey 123 Customer Survey QC Dashboard Assumptions All Customer Survey materials will be hosted on the OC LCRR Service Line Inventories Hub.Data hosting costs will be the responsibility of MWDOC or the Water Agency. PHASE 3 Task 9 Develop Lead Service Line Replacement Plan An LSL Replacement Plan provides a structure for efficiently verifying and replacing pipes and is required if any unknown(i.e.,could not be designated non-lead),lead,or GRR are present in the LSLI.Under these circumstances, the Hazen team will develop a customized LSL Replacement Plan in consultation with the Member Agency.In developing the plan,Hazen will take into account capital and time constraints,existing/ongoing replacement projects,and underserved/underrepresented neighborhoods,and include: Strategy for verifying material at locations with"lead status unknown". Procedures for conducting a full LSL replacement. Recommend LSL replacement goal rate(Trigger Level Exceedance). Prioritization strategy. Procedure for customers to flush lines following replacements. Customer educational materials for a full or partial lead service line replacement. Funding strategy. These initiatives will be supported by the SLI to provide agency staff and customers with replacement progress. Cost estimates for replacement and funding application efforts will also be provided for Capital Improvement Program(CIP)budgets. Hazen and Sawyer 23 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Deliverables Lead Service Line Replacement plan Assumptions Account for capital and time constraints,existing/ongoing replacement projects,and underserved/under- represented neighborhoods. Plan to be developed in consultation with the Water Agency. Water Agency will be responsible for evaluating legal strategies for accessing and replacing service lines on customer property. If needed,Hazen will streamline LSL Replacements through integration with existing CIP projects,employing proven prioritization strategies to target LSL replacements in disadvantaged neighborhoods and sensitive populations. am. Field Identification and Replacement of galvanized and lead service materials PHASE 2 Task 10 Manage (Field) Inspections/Test Pitting/ Meter Inspections Proven Advantage Mobile App:After deploying the ESRI Solutions Lead Service Line Inventory Database,Hazen will develop a customized ArcGIS Field Maps app to directly integrate field verification findings into the Lead Service Line Inventory Database.This Field Maps app will cover the required service line verification points as required by DDW.Service line sites may be assigned to Blaine Tech,as desired,within the app platform.Instructions for uti- lization of the Field Maps app will be included in Task l's Training Materials that will be prepared for Blaine Tech. Training Maerials:Hazen will prepare Training Materials for field verification methods describing the locations for service line field verification on the customer-side and utility-side,per DDW.Training Materials will further describe differences in service line materials,responses to field obstacles,and other pertinent information to ensure successful completion of the field work. Identification Review:Hazen will coordinate with Blaine Tech to review Field Maps mobile app field verification submissions in the ArcGIS Online Field Maps QC platform.Each submission,as reviewed,will be designated as one of the following:inspected-submitted,inspected-completed,inspected-in progress,or inspected- rejected.Hazen will track Field Maps fields and high-level Blaine Tech progress in the Field Maps Dashboard. Hazen will provide field assistance as needed and as requested by the Water Agency. Hazen and Sawyer 24 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Managing Customer Coordination:Throughout the field effort,customer education developed during Task 7 will be provided,as requested.Permission gathering may be coordinated early on during Task 8 with property owners through the Customer Survey.Otherwise,permission gathering is recommended at the agency-level involving existing Municipal Code review.Lastly,all customer data and activities will be captured in the mobile app following the customized app development process. Hazen Advantage The Hazen team has developed Field Maps apps for similarly sized water systems that have successfully stream- lined field work.The customization of the Field Maps app further allows for DDW-specific and Water Agency- specific approaches to field work walking the Blaine Tech through the service line material verification process step by step.Additionally,Hazen will be prepare a dashboard for viewing the field work data real-time,deter- mining the quantity of sites completed within a given time period,and tracking Blaine Tech success for approved submissions,avoidance of obstacles,and other metrics. Deliverables Field Verification Mobile App. Field Verification QC Dashboard. Customer education,support,permission gathering or data capturing via OC LCRR Water Agencies Part- nership website. Assumptions The Field Verification Mobile App will be developed through ArcGIS Field Maps app available in the Apple and Google Play app stores.The field app can collect photos of service lines and tests conducted.11 Rate provided in Task ii will be used to for site in spections.The number of site inspection to be de t_. L. termined. Costs associated with hosting all data in ESRI ArcGIS ie will be covered by MWDOC or the Water Agency. j y I j t i 4 PHASE2 Task 11 Provide Field Inspection Personnel for Visual Verifications N r • Our approach to providing field verification personnel starts with engaging a firm dedicated solely to field ser vices. Blaine Tech Services will be overseen by Hazen and will conduct the field inspection activities. Hazen has worked closely with Blaine Tech in the past,in proj- ects where they have demonstrated their ability to quickly mobilize and support necessary field work in a Hazen team members were on-site with Utility stafftotestcost-effective manner. Blaine Tech Services provide out a utility-owned industrial vacuum truck prior to hiring a environmental sampling and field support services out third party contractor. of San Jose and has more than 30 years of experience in Hazen and Sawyer 25 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan locally providing field support.Blaine Tech is focused on providing cost-effective,efficient field verification service for service line materials. Hazen will coordinate closely with agencies and Blaine Tech to cover all critical areas for field verification including responses to obstacles,customer communications on-site,prioritization for strategic areas as local needs and challenges are present,step by step breakdown of the service areas,and more. Hazen Advantage Similarly to other aspects of LCRR program management,Hazen has the experience of managing multiple simultaneous field teams to swiftly and successfully complete service line material identification visually.Through this experience,we have noted that teams with industrial vacuum trucks and pressure washers for removing meter box debris are typically faster and more effective at meter box field verification.Our team,combined with Blaine Tech Services,will complete field verification with options included for with and without industrial vacuum trucks for all required sites seamlessly leveraging Hazen tools described in Task 10. Deliverables N/A Rate Assumptions Technician and vehicle rate included and all of its on-board re-usable equipment.This equipment includes, but is not limited to,hand tools and material testing kits.Technician and vehicle with industrial vacuum rate include its onboard re-usable equipment.Equipment includes truck or trailer mounted industrial grade vacuum,hand tools,and material testing kits. PHASE 3 Task 12 DDW Inventory Template and Service Line Inventory Submission Proven Approach DDW inventory template includes the required information for water systems to meet the LCRR's initial SLI requirement.Hazen will utilize ESRI solutions to populate the inventory template which will be modified to the DDW inventory template. Hazen Advantage Hazen's proposed data management approach will streamline this submission process and provide a seamless generation of future regulatory submittals.Hazen is working closely with DDW on the development of neigh- boring utilities'SLI and is aware that the submission of the SLI to DDW will now require the population of the DDW material template. Deliverables Preparation and submittal of the DDW inventory template to DDW. Assumptions Inventories submitted to DDW may require an additional edits/modification,to account for additional time, therefore inventories will be submitted before October 1,2024. 0 Hazen will provide revisions to DDW within 30 days of receiving comments. Hazen and Sawyer 26 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan PHASE1 Task 1-S Integrate Service Line Inventory into Agency Asset Management System In accordance with the RFP,this scope associated with this task will be negotiated between the agency and Hazen and executed under a separate agreement from the proposed multi-agency agreement. At a high-level,Hazen proposes to review and consolidate data from the agency and integrate the SLI database with the asset management system.Source of information my include: GIS geodatabases and shapefiles Computerized maintenance management system(CMMS)asset data As-builts and design drawings Institutional staff knowledge Master plan documents Once the data has been reviewed and consolidated,Hazen will identify gaps in the CMMS systems.Strategies will be developed and applied to address identified gaps,and relevant data utilized to update the integrated database.This data will then be linked to Esri ArcGIS tools such as ArcGIS Pro and ArcGIS Solutions to support LCRR work. PHASE 3 Task 2-S School/Childcare Facility Sample Site Selection and SOP The LCRR introduce new requirements for sampling in schools and childcare facilities.Systems will be required to collect samples from at least 20%of primary schools and childcare facilities per year during the first five years and will be required to collect samples upon request.Systems will be required to conduct outreach to schools and childcare facilities about the sampling program and notify stakeholders of the results.Sampling requirements for schools and Low samplingkatrvotions childcare facilities are illustrated Each wreenxlrad u. The water nvet,.1the ak win w a t+et drew wept* ® o ferwemo,.•. nplryete avye ® .awllerlenero nsoaneeuondryi in the next page. Schools and 25 0 invoke.* arninyf«et Meet as no Reed,.Shaun anWtkal me[nOnan 40CFR MI es childcare facilities are consid- Five samples per school Two samples per facility ered as a type of Non-Transient/ a Drinking weer butter a°"*'eswate"°"'"ai" o o riYwte.Meteln Non-Community water systems. o old a`"°°"h"°" OR 0 Once faucet If present, the system will be None" a`°"nQua* responsible for coordinating la" sample collection reporting the results to the facilities and DDW. The LCRR will necessitate regu- 111 Ilarcommunicationswithschools and childcare facilities in the pri Water Agency Systems. dry pre Cl1' Hazen and Sawyer 27 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Hazen will develop a sampling SOP to guide sampling and communication efforts. In accordance with the RFP,if a Water Agency selects this task,the exact scope of this task will be negotiated between the agency and Hazen,with the scope of services to be agreed to in an agreement that is separate from this multi-agency agreement. PHASE 3 Task 3-S Compliance Site Selection and SOP Proven Approach The LCRR tier criteria will focus on sampling sites with LSLs and galvanized iron service lines.Using results from the LSLI,Hazen will provide recommendations for revising each community's LCR compliance sites to reflect the new LCRR tiered structure.Our proposed sample site identification process is illustrated in the figure below. Hazen Advantage Hazen will provide the following services: Evaluate existing LCR sample site list and prioritize historical sampling sites that meet updated tier criteria for sampling. Establish targets for the number of prioritized sampling sites in each system to provide contingent sites. Build upon the LSLI;identify a prioritized list of sampling sites meeting requirements for Tier 1-3 sites. Identify sampling sites as needed from historical sampling sites that are expected to meet Tier 4 or Tier 5 criteria when insufficient Tier 1-3 sites are available from the LSLI. Hold a virtual meeting with agencies to present the sample site identification process.Each agency will be provided their draft sample sites for review and comments.Input received from each agency will be addressed prior to finalizing the sample sites. KEY INPUTS KEY OUTPUTS Service Line List of Material Information Prioritized Sites Systems with LSLs or galvanized in the inventory Customer Contact Service Line Assignment Information Inventory of Tiers Systems with Building LSLs or galvanized in Customer Outreach Construction Date Information the inventory Historical Sampling Sites Proposed Sample Site Identification Process Hazen and Sawyer 28 DocuSign Envelope ID 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan TIER 1 Single-family homes with LSLs with 1st and 5th liter Use only these sites unless insufficient sites are present TIER 2 Other building with LSLs with 1st and 5th Sample liter Bottle COPPER TIER 3 Single-family homes First Liter— with galvanized Analyze for service lines Copper downstream of a 2currentorformerLSL or lead connector Single-fak»ily homes TIER 4 with copper and 3 Wit; leaded solder 4 1-Liter Water Represei itati ve sites Sample Sequence TIER 5 5 LEAD Fifth Liter -Analyze for Lead CONTINUOUS TASK Task 4-S Hazen Recommended Additional Task: LCRR Funding Assessment/ ApplicationDescription While the USEPA's deadline for the completion of the LSLI and Replacement Plan is October 16,2024,completing these tasks early will allow MWDOC to maximize its ability to leverage current funding opportunities,such as the$1.2 trillion Bipartisan Infrastructure Law(BIL).BIL will allow the EPA to inject significant additional funding into the California State Water Resources Control Board's(SWRCB)State Revolving Fund(SRF)and the Drinking Water State Resolving Fund(DWSRF)programs over the next 5 years.California is slated to receive$3.5 billion over the next five years for water infrastructure and eliminating lead pipes to be obligated through SRF,DWSRF and new competitive grant programs administered by SWRCB,the Department of Water Resources,the Bureau of Reclamation(I.e.,WaterSmart)and the Federal Emergency Management Agency(I.e.,Building Resilient Communities and Infrastructure(BRIO)and the Hazard Mitigation Grant Program(HMGP).In addition,the Department of Water Resources(DWR)is receiving substantial BIL funding dollars.Hazen will utilize existing close relationships with DWR staff to identify launch dates and eligibility requirements,including potential agency prioritization of Disadvantaged Communities,to ensure that both federal and state dollars are secured for this project. Hazen and Sawyer 29 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Understanding and Work Plan Proven Approach Funding Assistance Secured by Perform research of grant funding opportunities; Hazen over the Past 10 Years develop additional funding resources for both current and proposed projects. Assist MWDOC in preparation of grant funding plans to determine strategy for funding applica 1.6 B i I I i O n+ tions in coordination with other planning docu- Grant 4.1 BIII lOn+ Grant Funding Total Fundingmeets. Amount Amount Participate and assist MWDOC in grant writing development and proposal process;assist in re- viewing,researching,and identifying grant fund- ing opportunities;ensure compliance of applica- ble standards and specifications.2.5 Billion+ Complete grant proposals;monitor proposals and Loan Funding funding application requirements. Amount Hazen Advantage Deliverables Hazen will work closely with the MWDOC,OC Water 1, Funding strategy and implementation plan. Agencies,the California Department of Public Health and the SWRCB to identify potential funding oppor 2. Produce successive drafts of the project narra tunities and then evaluate the benefit of each feasible tive,budget,attachment,and forms. funding alternative while considering impacts on 3. If a funding agency issues a Request for Infor- schedule and total project costs of additional State and mation,then information will be compiled and Federal processes and compliance requirements.This responded to in a timely manner. step will include analysis of the total program cost 4. Applications for eligible grant programs. e.g.,including any federal cross cutter requirements), cashflow modeling,and comparing changes to rates under various funding scenarios.If MWDOC's priori- ties shift over the course of the contract,this strategy will be revisited and revised,as needed to remain a relevant guide. Hazen will help the OC Water Agency Maximize Available LSL Funding Funding strategies and communication are important considerations for LSL replacement efforts, which may necessitate additional planning to develop a program that meets funding requirements. SCOPE ENHANCEMENTS - ate Strategize Inform Conform Secure Grant Administration Hazen and Sawyer 30 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 4: 6: 44111* 1, $ 004441 Section 3 Team's Record of Past Performance DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Assistance with Completion and Submission of LCRR Service Line Inventories for a Number of Orange County Agencies Section No. 3 Team's Record of Past Performance Hazen has assisted clients with Lead and Copper Rule (LCR) compliance needs since the establishment of the LCR over 30 years ago and continues to support utilities with compliance with the LCRR. The proposed Hazen team is providing similar LCRR technical assistance services to LADWP and Sweetwater Authority,and bring the skills and experience to support the participating OC Water Agencies in an flexible manner to achieve LCRR compliance. Hazen is 100%focused on satisfying the needs of our clients.This includes delivering quality work,meeting schedules,and controlling project costs.The projects we feature in this section are examples of the Hazen team delivering on all of those committments.We encourage you to reach out to our project references to hear directly from them. Hazen Offices •LCR/LORR Compliance Since 1951 Hazen and Sawyer has been focused on two things: Sj Providing CleanQ Controlling Drinking Water : " Water Pollution : S 100%of our business is focused on ° • 4,•ti ti water and wastewater solutions a. Areas of Service to 6 66 6 1X" laOloL Drinking Water Wastewater Stormwater Reuse CSO Conveyance Biosolids Utility/Asset Water Resources Management Technology Resources Sustain Hazen's LCRR Successes N......... ac.i t 1 Developed Developed Supported public LCRR 35+ LCR compliance 20+non-proprietary 125 dashboards communication programs and program management predictive models for clients for 20+clients projects completed Hazen and Sawyer 31 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Team's Record of Past Performance Similar Project Experience Our team brings demonstrated success in all elements to assist participating OC Water Agencies in the develop- ment and submittal of their LSLIs to DDW by the October 2024 deadline.A selection of our relevant experience is presented in the table below.Five of these comparable and successful projects that demonstrate the Hazen team's exact capabilities needed in the proposed project project are described in the subsequent page. a)O o c c C C GO 'O ate.. O as 8 C O rd it c 0 .0 J 2 E, w C o C C O m p Q 12F- Y m > .171 E 2 m o E . g e`o 0 O 7 C. m J'm . O O Q- O w. li U . O o CO J-O tC d T LCRR Project Experience o ; m E g -a o 11 E cc E v cc a 2 0 a> , Client/Location Customers J J c3 m O li a 0a 2 cc Los Angeles Department of Water&Power,CA 4,000,000 II II II Sweetwater Authority,CA 200,000 City of Tempe,AZ 185,000 New Hampshire,NH 99,000 Baltimore,MD 400,000 • Olympia,WA 60,000 City of Kingman,AZ 33,000 Soldier Canyon,CO 65,000 City of Englewood,CO 49,000 City of Glendale,AZ 250,000 City of Peoria,AZ 200,000 Charles County,MD 75,000 Leesburg,VA 60,000 Washington Suburban Sanitary Commission,MD 1,800,000 • Miami-Dade WASD,FL 2,300,000 City of Chesapeake,VA 200,000 Connecticut Water,CT 105,000 • Miami Beach LCRR Program Assistance,FL 90,000 City of Gainesville,GA 159,000 Clayton County,GA 275,000 City of Buffalo,NY 276,000 Cobb County-Marietta Water Authority,GA 950,000 Virginia Beach,VA 450,000 • Spotsylvania County,VA 230,000 City of Winchester,VA 30,000 Cape Fear Public Utility Authority,NC 190,000 • Charlotte Water,NC 818,000 City of Greensboro,NC 290,000 City of Atlanta,GA 1,200,000 City of Fort Lauderdale,FL 220,000 Erie County Water Authority,NY 920,000 _ Chandler,AZ 260,000 µ Goodyear,AZ 102,000 Hazen and Sawyer 32 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Relevant Projects Team'sRecordofPastPerformance r T y y L LADWP Sweetwater Authority Tempe New Hampshire Baltimore Client/Project Description Dates/Costs Scope of Work Key Staff Reference LADWP,CA Hazen is developing LADWP's LCRR Compliance 01/2023- ''. Developed Summary of LSL Use Nicole Blute Oluwaseun Ogbeni LSL Historical Use Plan that includes,but not limited to.a Ongoing History Becki Rosenfeldt Environmental Specialist/ and Predictive comprehensive review of historical LSL use in the Prediotive Modeling Tool Cayla Cook Project Mansgerr Modeling for service area and machine-learning predictive $290K Stephanie Botha LADWP LSL Inventory DatabaseCustomer-Owned modeling to reduce the quantity of unknown Arthur Monorieffe) 111 N.Hope Street Service Lines service lines,an LSLI database,and funding Funding Applications Melia Turner Los Angeles,CA 90012 strategy. Megan Watt 213)367-3307 Lisa Hulette oluwaseun.ogbeni@ladwp.li Jared Eiohmiller corn Sweetwater Hazen is developing an LCRR Compliance 07/2022- Geospatial LSLI using ESRI AroGIS Nicole Blute Justin Brazil Authority,CA Program for Sweetwater through the oreation of Ongoing Evaluation of Historical Records Becki Rosenfeldt Director of Water Duality LCRR Compliance an LSLI.a service line identification action plan,a Cayla Cook Sweetwater Authority Implementation com liance sampling program,and the 127K Service Line Identification Action Stephanie BothaPPPgPgPlanSamplingProgramP 506 Garrett Avenue identification sites and sampling protocols for Arthur Moncrieffe Chula Vista,CA 91910 testing of school and ohildcare facilities. School and Childcare Facilities Testing Megan Watt 619)409-6802 Lisa Hulette jbrazil@sweetwaterorg City of Tempe,AZ Hazen is working on Tempe's LCRR Compliance 02/2022- Interactive GIS Map Becki Rosenfeldt Jeremy Mikus LCRR Compliance Implementation project,including developing an Ongoing /Regulatory Coordination Cayla Cook Env.Services Manager Implementation LSLI.regulatory coordination,establishing an LSL Roger Arnold City of Tempe I Field Verification Identification and replacement plan,updating the $79K Emma Ressler 1525 Baseline Road City's sampling program,and developing a Phase 1) Phased LSL Replacement,Sampling, Lisa Hulette Tempe,AZ 85283 streamlined oommunication plan. and Communications Plan Annisa Rafeh 480)350-2862 jeremy_mikus@tempe.gov New Hampshire Hazen will aid over 200 Small Community Water 04/2023 LSL Inventory Database Becki Rosenfeldt Jennifer Mates Department of public water systems in New Hampshire in Ongoing /Service Line Identification Action Plan Roger Arnold Drinking Water& Environmental compliance with the LCRR.This work includes Anisa Rafeh Groundwater Bureau Services,NH the development of a community HUB site as a $2,9M Inventory Dashboard I Trainingvideos&webinars 29 Hazen Drive LSL nventory, central location to manage LSLIs,training Concord,NH 03302 Sampling Plan,and materials,data uploads,and recorded meetings.Sample Plan Development 603)669-0028 Replacement Plan Work also includes preparation of Sampling Site if Customer Outreach Jennifer.S.Matea@des.nh.gov Plans and the development of LSL Replacement Replacement Plans Plans. Baltimore City Hazen is assisting the City and County in 11/2022- LSL Inventory Finalization Becki Rosenfeldt Heiman Guadalupe County,MD proactively preparing for compliance with the Ongoing a'LSL Replacement Malisa Turner EngineerS,Baltimore DPW Program Management. LCRR.The project included a full,comprehensive Sample Plan Development 200 Holliday Street,600 Support for LCRR compliance program including service line 260K Baltimore,MD 21202 Compliance replacement,advanced data analytios,and if Customer Outreach 410)388-8188 machine learning to streamline identification and if Compliance-Support Services hernan.guadalupe@ replacement efforts. baltimorecity.gov 33HazenandSawyer DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 40400 1011111 it 4 fy 11'141111c_ Section 4 Cost Control and Schedule DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Assistance with Completion and Submission of LCRR Service Line Inventories for a Number of Orange County Agencies Section No.4 Cost Control and Schedule We understand schedule delivery is of critical importance to ensure LCRR compliance. As with other facets of project management, having a comprehensive and credible Work Breakdown Structure (WBS), schedule baseline, and budget baseline will allow Hazen to effectively coordinate activities of the team to move the project forward. Hazen will use the following tools and strategies tp deliver this I project on schedule and within budget: MS Project:Establish critical path and communicate prog- a..kaF. = ress Deltek Vision:Track project costs in real time for clarity on budget performance Ali Risk Register:Develop and updaterisk register regularly s-' to mitigate project risks Hazen's Deltek Vision accounting system provides real-time Decision Log:Track project decisions to provide clarity on monitoring of work hour usage and costs to track total path forward expenditures for tasks. Regular Project Manager Check-Ins:Track hot scope items The following schedule provides a breakdown of tasks outlined within the Hazen Work Plan,including key milestones driving the project timeline. Year 2023 2024 Month O N D J F M A M11 J J A S 0 N D APPROVAL OF PROJECT I CONTINUOUS TASK(S) RFP Task 1:Project Administration and Progress Reporting RFP Task 4S:Optional Task-LCRR Funding Assessment 1 Application 1 Implementation I PHASE 1 RFP Task 2:Assistance Wi h Data Gathating.Records Review.and Historical Code Review I RFP Task 3:Develop Seneca Line Inventory Database and Initial Inventory I I RFP Task 4:Develop a DOW Approved Approach for Alternative Material Verification Methods I RFP Task 5:Apply DOW Approved Alternative Verification Methods I RFP Task 6:Assistance with Data Analysis II 1 1 RFP Task 1-S:Optlonsl Task•Integrate Service Line Inventory into Agency Asset Management System PHASE 2 RFP Task 7:Customer Communkatlons m..,. RFP Task 8:Develop and Implement Private Pmperty Owner Sell-Verification RFP Task IS:Manage(Field)Inspections I Test Pitting I Meter Inspections 1 RFP Task 11.Provide Field Inspection Personnel to Assist with Physical Visual Verification 1 PHASE 3 I RFP Task 2S.Optional Task•School I Children Facility Sample Slte Selection and SOP RFP Task 35:Optional Task•Coin pgance She Selection and SOP I RFP Task 9.Develop Lead Service Line Replacement Plan I i 4RFPTask12:Pop, me Inventory Submission Hazen and Sawyer 34 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 00114060 gr Ygy Section 5 Budget Summary Proposal DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Assistance with Completion and Submission of LCRR Service Line Inventories for a Number of Orange County Agencies Section No. 5 Budget Summary Proposal In accordance with the requirements of the RFP, this submittal includes the budget summary information in the format requested. In addition, tables presenting the breakdown of the fee by task, project team members, subcontractors, and other direct costs. Cost Per Category of Service Category Level of Effort Cost Savings(Per Agency) for 12+Agency Agreements 1.Project Administration and Progress $51,780 High Reporting(Required Task for all 39,950 Med 40% Agencies) 26,830 Low 2.Assistance with Data Gathering,31,000 High Records Review,and Historical Code $ 22 475 Med 20% Review 13,950 Low 3.Develop Lead Service Line Inventory $51,410 High Database and Initial Inventory 36,510 Med 20% 21,610 Low 4.Develop Approach for Alternative $40,350 High Material Verification Methods and 26,900 Med 26% submit to Division of Drinking Water DDW)for Approval 16,640 Low 5.Apply Division of Drinking Water 9,590 High DDW)Approved Alternative 7,695 Med 0% Verification Methods 5,800 Low 6.Assistance with Data Analysis 9,640 High 8,060 Med 10% 6,480 Low 7.Customer Communications 14,000 High 11,440 Med 40% 8,880 Low 8.Develop and Implement Private 46,770 High Property Owner Self-Verifications 38,980 Med 30% 31,190 Low 9.Develop Lead Service Line 36,020 High Replacement Plan 36,020 Med 50% 36,020 Low 10.Manage(Field)Inspections/Test $76,630 High Pitting/Meter Inspections 63,840 Med 25% 51,050 Low Hazen and Sawyer 35 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Budget Summary Proposal Cost Per Category of Service Category Level of Effort Cost Savings(Per Agency) for 12+Agency Agreements 11.Provide field inspection personnel to - High 0% assist with physical visual verifications _ Med Low 12.Population of DDW Inventory 4,870 High 0% Template and Service Line Inventory $4,870 Med Submission 4,870 4=Low Additional Services 1. Integrate Service Line Inventory into Agency Asset Management System Separate Agreement 2.School/Childcare Facility Sample Site Selection and SOP Separate Agreement 3.Compliance Site Selection and SOP Separate Agreement 4.Funding Separate Agreement Level of Effort Assumptions Task 1:Project Administration and Progress Reporting-Level of Effort Considerations: Low level of effort:3 x MWDOC&Water Agencies Group(collective)meetings(1 x kick-off,2 x progress), and 3 x individual Water Agency/Hazen only meetings(1x level of effort agreement, x institutional knowl- edge transfer,and 1 x final SLI preparation). Medium level of effort:6 x individual meetings: x kick-off,ix level of effort agreement,2 x progress, x institutional knowledge transfer,and 1 x final SLI preparation. High level of effort:12 x individual meetings:i x kick-off,ix level of effort agreement,6 x progress,i x in- stitutional knowledge transfer, x final SLI preparation, x meeting to discuss Task 2 outcomes, x meet- ing to discuss outcomes of Task 4. Task 2: Assistance with Data Gathering, Records Review, and Historical Code Review- Level of Effort Considerations: Low level of effort:20 records Medium level of effort:200 records High level of effort:30o records Task 3:Develop Lead Service Line Inventory Database and Initial Inventory-Level of Effort Considerations: Low level of effort:No.of Service Connections=1-20,000,GIS data available Medium level of effort:No.of Service Connections=20,001-40,000,GIS data available High level of effort:No.of Service Connections=40,00i+,GIS data not available Task 4:Develop Approach for Alternative Material Verification Methods and Submit to Division of Drinking Water(DDW)for Approval-Level of Effort Considerations: Low level of effort:Geospatial Statistical Analysis Medium level of effort:Geospatial Statistical Analysis High level of effort:Predictive Model Hazen and Sawyer 36 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Budget Summary Proposal Task 5:Apply Division of Drinking Water(DDW)Approved Alternative Verification Methods-Level of Effort Considerations: All levels of effort equivalent. Task 6:Assistance with Data Analysis-Level of Effort Considerations: Low level of effort:No.of Service Connections=1-20,000 Medium level of effort:No.of Service Connections=20,001-40,000 High level of effort:No.of Service Connections=40,001+ Task 7:Customer Communication-Level of Effort Considerations: Low level of effort:No.of Service Connections=1-20,000 Medium level of effort:No.of Service Connections=20,001-40,000 High level of effort:No.of Service Connections=40,001+ Task 8:Develop and Implement Private Property Owner Self-Verifications-Level of Effort Considerations: Low level of effort:No.of Service Connections=1-20,000 Medium level of effort:No.of Service Connections=20,001-40,000 High level of effort:No.of Service Connections=40,001+ Task 9:Develop Lead Service Line Replacement Plan-Level of Effort Considerations: Low level of effort:No.of Service Connections=1-20,000 Medium level of effort:No.of Service Connections=20,001-40,000 High level of effort:No.of Service Connections=40,001+ Task 10:Manage(Field)Inspections/Test Pitting/Meter Inspections-Level of Effort Considerations: Low level of effort:No.of Service Connections=1-20,000 Medium level of effort:No.of Service Connections=20,001-40,000 High level of effort:No.of Service Connections=40,001+ Task 11: Provide Field Inspection Personnel to Assist with Physical Visual Verification - Level of Effort Considerations: No requirement for level of effort considerations,as only an hourly rate was requested in the RFP.However, two rates are proposed for consideration. Field person,truck,and hand tools=$95/hr.,and field person, truck,and vac truck=$135/hr.(includes vac truck). Task 12: Population of DDW Inventory Template and Service Line Inventory Submission-Level of Effort Considerations: All levels of effort equivalent. Hazen and Sawyer 37 Doc2Sgn Envelope ID,1A52CF,FF16-4A,A6FF D.F.84606E195 Budget Summary Pr4bW Low Level of Effort Estimate Program Program Technical Project GIS/IT Data Assistant Assistant Hazen Director Manager Advisor Engineer Analyst Engineer Engineer 11 I Labor "Labor ODCs Subtotal Hours Cost" 385 $385 $355 $250 Sr; $2oc SI'C Silo RFP Task 1:Project Administration and 4 24 16 20 14 0 10 32 120 $30,410 $- $30,410 Progress Reporting RFP Task 2:Assistance with Data Gathering, 0 2 2 10 10 6 16 32 78 $14,450 $- $14,450 Records Review,and Historical Code Review RFP Task 3: Develop Lead Service Line 0 4 4 14 12 6 24 60 124 $22,840 $- $22,840 Inventory Database and Initial Inventory RFP Task 4:Develop Approach for Alternative 0 2 8 12 8 2 24 28 84 $16,690 $- $16,690 Material Verification Methods and Submit to DDW for Approval RFP Task 5:Apply Division of DOW Approved 0 0 0 4 0 0 12 12 28 $4,840 $- $4,840 Alternative Verification Methods RFP Task 6:Assistance with Data Analysis o 0 2 10 0 0 0 12 24 $5,010 $- $5,010 RFP Task 7:Customer Communications 0 0 8 16 0 0 0 20 44 $9,840 $- $9,840 RFP Task 8:Develop and Implement Private o 6 4 20 28 0 32 92 182 $32,870 $- $32,870 Property Owner Self-Verification RFP 9:Develop LSL Replacement Plan 0 16 4 40 0 0 40 110 210 $40,880 $- $40,880 RFP Task 1o:Manage(Field)Inspections/Test 0 12 4 28 32 0 112 112 300 854,480 $- $54,480 Pitting/Meter Inspections RFP Task 11:Provide Field Inspection Personnel 0 0 0 0 0 0 0 0 0 1 $- to Assist with Physical Visual Verifications Hourly Rate) RFP Task 12:Population of DDW Inventory 0 0 2 4 10 0 0 0 16 1 $3,460 $- $3,460 Tern.late and SLI Submission TOTALFEE(LOWLEVELOFEFFORT) 4 66 54 1178 114 14 270 510 1210 $238,770 $- $235.770 Hazen and Sawyer I hn,n,DQepvry,rcom 3$ DxdS.gn En.e4ope ID'2A52GF7 EE26 a491 ROES DSER46DOF 195 WdNMernvY npwl Medium Level of Effort Estimate Program Program Technical Project GIs/IT Data Assistant Assistant Hazen Director Manager Advisor Engineer Analyst Engineer Engineer 11 1 Labor "Labor ODCs Subtotal Hours Cost" 385 $385 $355 $250 $175 $200 $170 $150 RFP Task 1:Project Administration and, 6 36 24 30 20 0 16 48 180 $45,610 $- $45,610 Progress Reporting RFP Task 2:Assistance with Data Gathering, 0 4 4 16 15 10 24 50 123 $23,165 $- $23,165 Records Review,and Historical Code Review RFP Task 3: Develop Lead Service Line 0 8 8 24 i 20 10 40 100 210 $39,220 $- $39,220 Inventory Database and Initial Inventory RFP Task 4:Develop Approach for Alternative 0 4 12 20 12 4 40 48 140 $27,700 $- $27,700 Material Verification Methods and Submit to DDW for Approval 1RFPTask5:ApplyDivision of DDW Approved 01 1 4 0 0 16 16 38 $6,860 $- $6,860 Alternative Verification Methods RFP Task 6:Assistance with Data Analysis 0 0 _ 2 12 0 0 0 16 30 $6,110 $- $6,110 RFP Task 7:Customer Communications 0 0 10 20 0 0 0 24 54 $12,150 $- $12,150 RFP Task 8:Develop and Implement Private 0 8 4 - 24 36 0 40 115 227 $40,850 $- $40,850 Property Owner Self-Verification RFP 9:Develop LSL Replacement Plan 0 16 4 40 0 0 40 110 210 $40,880 $- $40,880 RFP Task 10:Manage(Field)Inspections/Test 0 16 6 36 40 0 140 140 378 $69,090 $- $69,090 Pitting/Meter Inspections RFP Task it:Provide Field Inspection Personnel 0 0 0 0 0 0 0 0 0 to Assist with Physical Visual Verifications Hourly Rate) I i RFP Task 12:Population of DDW Inventory 0 0 2 4 10 0 0 0 16 $3,460 $- $3,460 Tem.late and SLI Submission TOTAL FEE(MEDIUM LEVEL OF EFFORT) 6 93 77 230 153 24 356 667 1606 $315.095 $- S315.c95 Hazen.w,d Swwye,I n.lennthr,y,,mo9m se DocuSipn Envelope ID:12A52CF7.EE2844A1-96E8-DBE846D6E195 Budget Summary Proposal High Level of Effort Estimate Program Program Technical Project GIS/1T Data Assistant Assistant Hazen Director Manager Advisor Engineer Analyst Engineer Engineer Labor "Labor ODCs Subtotal Hours Cost" 385 $385 $355 $250 $175 $200 $170 $250 RFP Task 1:Project Administration and 8 46 32 40 26 0 20 62 234 $59,400 $- $59,400 Progress Reporting RFP Task 2:Assistance with Data Gathering, 0 6 6 22 20 14 32 68 168 $31,880 $- $31,880 Records Review,and Historical Code Review RFP Task 3: Develop Lead Service Line 0 12 12 34 28 14 56 140 296 $55,600 $- $55,600 Inventory Database and Initial Inventory RFP Task 4:Develop Approach for Alternative 0 6 18 30 18 6 60 72 210 $41,550 ; $- S41,550 Material Verification Methods and Submit to DDW for Approval RFP Task 5:Apply Division of DDW Approved 0 2 2 4 0 0 20 20 48 $8,880 $- $8,880 Alternative Verification Methods I RFP Task 6:Assistance with Data Analysis 0 0 2 14 O o 0 20 36 $7,210 $- $7,210 RFP Task 7:Customer Communications 0 0 12 24 O o 0 28 64 S14,460 $- $14,460 RFP Task 8:Develop and Implement Private 0 10 4 28 44 0 48 138 272 $48,830 $- $48,830 Property Owner Self-Verification RFP 9:Develop LSL Replacement Plan 0 16 4 40 0 0 40 110 210 $40,880 $- $40,880 RFP Task 1o:Manage(Field)Inspections/Test 0 20 8 44 48 0 168 168 456 $83,700 $- $83,700 Pitting/Meter Inspections RFP Task 11:Provide Field Inspection Personnel 0 0 0 0 0 0 0 0 0 to Assist with Physical Visual Verifications Hourly Rate) RFP Task 12:Population of DDW Inventory 0 0 2 4 10 0 0 0 16 $3,460 $- $3,460 Tern r late and SLI Submission TOT:1L FEE(H1C.H LEVEL OF FIE FORT) 13 ill? 102 28-1 11),I 3-I 444 826 2010 $395,850 S- $395.850 Hari,and Bawyar I b u,nandnwveraun, 40 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 3tan Section 6 Time and Materials Labor Rate Schedule DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Assistance with Completion and Submission of LCRR Service Line Inventories for a Number of Orange County Agencies Section No. 6 Time and Materials Labor Rate Schedule A table of hourly billing rates for Hazen personnel by title is provided below as required per the RFP. The billing rates are for the 2023-2024 billing year, starting July 1, 2023. Not all labor categories shown below will be used on this project. Hazen Title Hourly Rate Vice President 325 Assoc Vice President 315 Sr Associate 2 300 Sr Associate 290 Associate 2 275 Associate 250 Sr Principal Engineer 2 240 Sr Principal Engineer 220 Principal Engineer 2 200 Engineer/Principal Engineer 185 Assistant Engineer 2 170 Assistant Engineer 150 Sr.CAD Designer/GIS 175 CAD Designer/GIS I $145 Technician 130 Sr Administrator 140 Administrator 120 If required,Hazen will utilize the General Services Administration per diem rates for Orange County,and mileage reimbursement rates published by the Internal Revenue Service. Hazen and Sawyer 41 DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Y10' -4fF 44, Appendix A Resumes DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Nicole Blute, PhD, PE Program Manager r if lowI Dr. Blute will lead the project with over 20 years t of lead and copper rule and corrosion control experience. She is a skilled hands-on PM on complex projects with tight schedules, leveraging her team's deep experience to achieve Education PhD,Environmental Engineering, different agency needs. Massachusetts Institute of Technology Lead and Copper Rule Revisions,Los Angeles Department of Water BS,Environmental Science, and Power,Los Angeles CA University of Rochester,NY,1996 BA,Chemistry,University of Dr.Blute is the Project Manager for LADWP's evaluation of historical lead Rochester,NY service line use and code reviews, development of an LSL inventory in GIS,use of alternative verification methods (predictive modeling and Certification/License geospatial statistical analysis),funding assistance,and communications Professional Engineer with DDW. Areas of Expertise Lead and Copper Rule Revisions,Sweetwater Authority,San Diego,CA Corrosion control and Dr.Blute was a Technical Advisor on Sweetwater Authority's LCRR Corn- stabilization pliance Program,involving creation of an LSL Inventory,LSL identifica- Project management tion action plan,compliance sampling plan,and development of sampling Groundwater treatment protocols for schools and childcare facilities. Decision analysis Advanced treatment Lead and Copper Rule Compliance,California Water Service Source water integration Company,San Jose,CA Distribution system water Dr.Blute was the Technical Advisor on a series of 3 projects for Cal Water quality that developed prequalified pools of tiered customers for LCR sampling Bench,pilot,and at 25 districts.The project involved providing regulatory guidance,de- demonstration testing veloping educational and training materials,and developing cost assess- ments of project expansion to Cal Water's remaining districts. Professional Activities American Water Works Lead and Copper Rule Compliance,City of La Verne,La Verne,CA Association Dr.Blute was the Project Manager who led a study of factors causing La Research Division Trustee Verne to exceed the Lead Action Level. She advised utility staff in water Inorganic contaminants quality testing(field and laboratory),performed modeling exercises ofCommitteeChair Society of Women Engineers corrosivity,provided recommendations,and worked with staff to imple- California Nevada AWWA ment operations.The project successfully resulted in subsequent sampling Recycled Water Committee round below the Action Level. Secretary Corrosion Control Testing of Alternate Water Supplies, Metropolitan Water District of Southern California Dr.Blute was the Principal Investigator and Project Manager on a WRF project to evaluate corrosion control strategies for successful introduction of new water supplies(advanced treated water and desalinated water)into distribution Hazen systems.Pipe loops(iron,copper with lead solder,and brass)were used to evaluate corrosion mitigation strategies. DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Wt. Becki Rosenfeldt, PE Program Advisor/Regulatory Communication Becki has extensive experience guiding many of Hazen's clients to LCRR compliance. tinServes as a Program Manger,QA/QC,and various technical expert roles for the development of LSLIs including the design and implementation Education of machine learning models. Her nationally recognized expertise in- MS,Environmental Engineering, eludes providing guidance to regulatory agencies and co-presenting with Virginia Tech DDW on the LCRR. BS,Civil Engineering,Bucknell University LCRR Compliance,LADWP,Los Angeles,CA Program Advisor.Completed an evaluation of historical LSL use and code Certification/License reviews and developed an LSLI in GIS.Assisted in material verification Professional Engineer and replacement efforts,alternative verification methods(predictive modeling and geospatial statistical analysis),and developed a commu- Areas of Expertise nications plan. Lead and Copper Rule Lead and Copper Rule LCRR Compliance, Sweetwater Authority,San Diego,CA Revisions Program Manager. Developed the Authority's LCRR Compliance Program, Corrosion control including the development of an LSLI,LSL identification action plan,com- Lead service line identification pliance sampling plan,and protocols LCRR compliance sampling. She and replacement works closely with DDW to develop a cost-effective material verification strategy using statistical analysis and geospatial interpolation. Professional Activities American Water Works LSL Inventory,Sampling Plan,and Replacement Plan,New Hampshire Department of Environmental Services,NH Program Advisor. Assisting over 200 Small and Medium public water sys- tems in compliance with the LCRR.She is also assisting with the develop- ment of a community website and data HUB to serve as a central location to manage compliance programs,LSLI,and customer outreach materials. Work also includes preparation of Sampling Site and LSL Replacement Plans. Program Management Support for LCRR Compliance,Baltimore City&Baltimore County,MD Technical Advisor.Through a combination of LSLI finalization,LSL replace- ment,sample plan development,customer outreach and compliance support services,the City and County proactively prepare for compliance with the LCRR.She is supporting the development of advanced GIS analytics,etc. LCRR Compliance Program,City of Tempe,AZ Program Advisor and Technical Expert. Leading a comprehensive im- plementation that includes LSLI, sampling, and communications pro- gram development A centralized dashboard was developed to monitor program progress and track communications,service line identification, and replacement efforts. Hazen DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Cayla Cook, PE 1111 Project Engineer T Cayla Cook has served as the Project Engineer, Task Manager, and Assistant Project Manager on several key LCRR efforts including LSL Inventories within Arizona and California lending to a robust background and knowledge of the unique challenges Education MS,Civil and Environmental utilities face associated with the LCRR. This Engineering,Arizona State experience lends to a Deputy Project Manager thatUniversity BS,Civil Engineering,Mississippi has successfully completed multiple similar efforts State University and is ready to hit the ground running. Certification/License Professional Engineer Lead and Copper Rule Revisions(LCRR)Evaluation,Sweetwater Authority,CA Areas of Expertise Task Manager. Hazen is leading Phase 1 of the LCRR Compliance Pro- Lead and co gram to develop an LCRR Service Line Identification Action Plan and LSLpperregulations Water quality and compliance Inventory framework.Utilizing the latest EPA Guidance,Hazen will pri- Emerging contaminants oritize field verification sites and align various areas of the compliance Water,wastewater,and program such as funding and sample site selection to streamline the pro- reclaimed water planning cess for the Authority. Professional Activities Lead Service Line History and Predictive Model,Los Angeles Water Environment Federation Department of Water and Power,CA Microplastics Task Force Deputy Project Manager. Hazen led the development of DWP's LSL In- Co-Chair ventory framework and Predictive Model including the utility-side and AZ Water Research Committee customer-side of over 700,000 service lines.Through collaboration with California Association of multiple departments including the Distribution System and Water Qual- Sanitation Agencies ity departments,Hazen built consensus on the Department of Drinking Microplastics Subgroup Water(DDW)approved methodologies'application with industry-lead- Ad Hoc Expert Panel ing technologies approaches for minimizing the quantity of sites for field verification and providing a unique lead likelihood status for each indi- vidual service line. Lead and Copper Rule Revisions(LCRR)Compliance Implementation,Tempe,AZ Assistant Project Manager.Hazen is developing the City's LSL inventory, which will serve as the foundation for the remaining LCRR compliance requirements.The Hazen team is utilizing a variety of industry-leading approaches to complete a robust,cost-efficient service line inventory in- cluding a mobile app for rapidly collecting and storing service line data in the field and an online customer survey for service line material iden- tification.In addition to developing the inventory framework,Hazen will establish and coordinate a Field Verification Plan for amending the in- Hazenventory in real time. DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Stephanie Botha Groundwater Data Evaluation Ms. Botha has 16 years professional experience working in planning, approvals, permitting, regulatory compliance, and project management on behalf of private and public clients across a broad range of industry Education M.Sc.,Hydrogeology,University of including infrastructure, environment, water, Birmingham,U.K. contaminated land, decommissioning and B.Sc.,Geology,University College London,U.K. restoration, transportation, oil and gas, waste management, marine geoscience, and mining. Areas of Expertise Hydrogeological investigation Lead and Copper Rule Revisions,Los Angeles Department of Water and water quality characterization and Power,Los Angeles CA Permitting of extremely Ms. Botha is a Technical Advisor on LADWP's evaluation of historical impaired sources for direct lead service line use and code reviews,development of an LSL inventorypotableuse(DDW 97-005 Policy) in GIS,and use of alternative verification methods(predictive modeling Development and and geospatial statistical analysis). management of groundwater monitoring programs Lead and Copper Rule Revisions,Sweetwater Authority,San Diego,CA Environmental approvals Ms.Botha is a Technical Advisor on Sweetwater Authority's LCRR Com- Remedial investigation pliance Program, providing input on data management for the lead service line inventory. Technical Publications: EnerGeo Alliance.2022. San Fernando Basin(SFB)Groundwater Remediation Project— Guidance for Estimating and Division of Drinking Water(DDW)97-005 Permitting,Los AngelesReportingGreenhouseGas GHG)Emissions-Marine Department of Water&Power(LADWP),Los Angeles,CA Geoscience Survey Activities. Ms.Botha is the Technical Lead and Task Manager for delivering variousAugust9. components required for the application to permit the use of an extreme- ly impaired source for domestic use for three major LADWP well fields in the SFB.She is responsible for ensuring the deliverables required for the 97-005 permit application comply with the updated DDW 97-005 Process Memo which included the addition of new evaluations,such as the MCL-equivalent methodology developed by DDW to assess the cu- mulative risk posed by multiple contaminants. Water Quality Evaluation in Master Planning,Santa Clarita Valley Water Agency Ms.Botha is leading the team in evaluating over 800,00000 water quality records to develop a master plan for SCVWA.The effort included working with our GIS resources to build the database, dashboard, maps, and develop data interpretations for planning. Hazen DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 01,Melene Agakanian, EIT Records Research and Gap Analysis Ms. Agakanian is an Assistant Engineer with Hazen. She has experience in recycled and purified water, water quality analysis and supply management, and drinking water treatment, with a foundation in Civil and Education M.S.,Civil/Environmental Environmental Engineering. She has a strong Engineering,San Jose State attention to detail and organization that will be University,San Jose,CA B.S.,Civil Engineering,Santa critical to the records research for this project. Clara University,Santa Clara,CA Database Management,Santa Clara Valley Water District(Valley Certification/License Water),Santa Clara,CA Engineer-in-Training Water Tracker: Led efforts to develop a user-friendly, comprehensive water resources database used by all units to track water use throughout Areas of Expertise Santa Clara County.Responsible for importing monthly recycled water Drinking Water Treatment use from five major recycled water producers in the County into this Recycled&Purified Water larger database. Water Quality Analysis& Supply Management ROCM Sampling Data&Analysis:Responsible for importing monthly sampling data from multiple labs into the ROCM MS Access database and Professional Affiliations ensuring all data was in proper format.Provided analysis of data,includ- ASCE ing graphs and trendlines,when requested. Owner's Agent for Hyperion Advanced Water Treatment,Los Angeles Department of Water and Power,Los Angeles,CA Assistant Process Engineer.Melene has provided treatment sizing,cap- ital and life cycle costs,and site layouts to LADWP in the evaluation of treatment options for the Hyperion Advanced Water Treatment Facility. She has helped prepare technical memorandums summarizing the design information and providing recommendations on implementation of the design.Melene is also part of the team providing support to LADWP on the Donald C.Tillman Advanced Water Treatment Facility Project in conjunction with Los Angeles Sanitation. Eastside Water Treatment Facility Expansion Design,City of Chino, Chino,CA Provide support when needed for review and response of construction submittals and request for information documents for a 3,5oo-gpm treatment expansion for the City of Chino at their Eastside Facility.Con- struction includes installation of new GAC vessels for 1,2,3-TCP treatment and a new Ion Exchange system for nitrate treatment,pipelines,buildings, and control systems. Hazen DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 t Cole Graham At ' Service Verification Program Mr. Graham is a recent graduate with a background in dual disciplines of environmental a; chemistry and environmental engineering He is now an Assistant Engineer in Hazen's Wastewater Group. Education MS,Environmental Engineering, Lead and Copper Rule Revisions Compliance Implementation, Arizona State University BS,Chemistry(Environmental), Tempe,AZ Arizona State University Assistant Engineer.Hazen is developing the City's LSL inventory,which will serve as the foundation for the remaining LCRR compliance require- Areas of Expertise meets.The Hazen team is utilizing a variety of industry-leading ap- Environmental Chemistry proaches to complete a robust,cost-efficient service line inventory in- Water Treatment Via Anion eluding a mobile app for rapidly collecting and storing service line data Exchange Resins in the field and an online customer survey for service line material iden- PEAS Removal Strategies tification.In addition to developing the inventory framework,Hazen will establish and coordinate a Field Verification Plan for amending the in- ventory in real time. Following the development of the service line in- ventory,Hazen will prepare the LSL Replacement Plan including proce- dures for flushing service lines and premise plumbing, prioritization strategies, and the replacement protocols. Hazen will further support the city through legal strategies and funding sources for full service line replacement and integrate with the City's currently planned Capital Im- provement Program while developing the communication tools and a sampling plan. Integrated Water Resources Master Plan,Town of Gilbert,AZ Assistant Engineer.Updated the Town's Integrated Water Resources Mas- ter Plan,which comprised of a water resources portfolio, existing and buildout scenarios of water,wastewater, and reclaimed water system modeling,water quality,water age analyses and CIP development.Worked specifically on dashboard implementation. Experience Prior to Hazen ASU School of Sustainable Engineering and the Built Environment, Tempe,AZ Graduate Researcher.Laboratory chemist and engineer developing new methods to regenerate spent anion exchange resin with novel evacuant solutions. Hazen DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Jared Eichmiller Service Line Inventory/GIS Mr. Eichmiller serves as Hazen's GIS Analyst in the bk. Irvine Office. He has over 2 years of experience in helping local governments and organizations achieve their infrastructure and assessment goals through Project Role using GIS tools. He is experienced in cartography for Data Management and Planning print along with developing web applications, GIS Mapping and Analysis Investigations and Condition dashboards, and story maps. Mr. Eichmiller is also Assessment skilled in developing field collection tools through Education Survey123 to conduct field assessments. BA,Geography,Indiana University Lead and Copper Rule Revisions,Los Angeles Department of Water Areas of Expertise and Power,Los Angeles CA Geographic Information Mr. Eichmiller is GIS Analyst for LADWP's evaluation of historical lead Systems Asset Management service line use and code reviews, development of an LSL inventory in GIS, use of alternative verification methods(predictive modeling and geospatial statistical analysis),funding assistance,and communications with DDW. NapaSan Master Plan,Napa CA GIS Analyst. Mr. Eichmiller is utilizing StoryMaps to create a visual, electronic submittal of Napa Sanitation's Capital Improvement Plan.as part of the Master Plan Project. The District selected Hazen to develop the Soscol Water Recycling Facility(SWRF)to provide NapaSan with strategic planning guidance and in-depth analysis of key focus areas. NapaSan intends to produce an actionable and strategic master plan that supports decision making over the next five-to-ten years while maintaining a 20- year planning horizon.the master Plan included key areas such as condition assessment, nutrients,biosolids, recycled water, capacity analysis.The Master Plan also includes an evaluation of vulnerabilities as well as susceptibility to climate change factors such as flood,wildfire risk and public safety power shutoffs. Trabuco Canyon Water District Master Plan and Condition Assessment,Trabuco Canyon,CA GIS Analyst.Mr.Eichmiller developed deliverables for this project which involves field and desktop condition assessment data for several lift stations,pump stations,water and wastewater treatment plants. Hazen DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Max Sugarman Statistical Learning/Machine Learning Mr. Sugarman serves as a Data and GIS Analyst in Hazen and Sawyer's Los Angeles Office. He has over to years of experience working in the civic, environmental, scientific, GIS, and education areas. Proficient in Python, GIS software, and Education M.S.,Geographic Information Power BI visualization tools, he excels in delivering Science,California State accurate technical research and analysis. He has University Long Beach,Long Beach,CA worked on applied spatial machine projects to M.S.,Science Education,Fordham University,New York,NY address homelessness in Los Angeles County, B.S.,Environmental Science and support mapping for autonomous vehicles, andResourceManagement, University of Washington,Seattle, develop analysis and asset managementWA dashboards for local water agencies. Areas of Expertise GIS Master Plan,Santa Clarity Valley Water,Santa Clarita,CA Data Analysis Mr.Sugarman was a GIS and Data Analyst for the Santa Clarita Valley's master plan.The project involved the development of a maps,spatial Professional Activities analyses, and Power BI dashboards for asset management and water URISA(Urban and Regional quality within the master plan.He supported the cleaning and process- Information Systems Association) ing of asset data,the mapping of assets and forced mains,the spatial analysis of pipelines in InfoAssetPlanner and ArcGIS Pro and developed a Power BI Dashboard for asset management.He also developed a custom Power BI Dashboard to visualize and summarize the water quality for the agency. Experience Prior to Hazen Locating Vulnerable Populations,Los Angeles County;Los Angeles,CA Worked with Los Angeles County and Vexcel Imaging to identify encamp- ments in high-risk disaster areas using GIS and machine learning tech- niques.Used Numpy,OpenCV,GDAL,Rasterio,and Matplotlib libraries in Python and Deep Learning in ArcGIS Pro to analyze aerial imagery, perform spectral analysis,and identify over 100 encampment locations. Tested model with Vexcel's Python API and ArcPy to reach a greater than 80%accuracy rate. Hazen DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Tori Yokoyama, PE Field Inspection Program Mr. Yokoyama has extensive experience 1s.developing hydraulic models, performing t. i il, s,, hydraulic analyses, and preparing master plan reports for various public sector clients. Education Trabuco Canyon Water District Water Master Plan BS,Civil Engineering,California Project Manager.The 2022 System-wide Master Plan Update and Condi- State Polytechnic university,San tion Assessment provides comprehensive documentation,analysis,andLuisObispo recommendations for the water system,non-domestic water system,and Certification/License sewer system including a calibrated GIS-based hydraulic model for each Professional Engineer system.The Master Plan developed a Capital Improvement Program(CIP) that identifies the recommended projects needed to ensure that the Dis- Areas of Expertise trict continues to provide safe,reliable,and efficient water,non-domes- Pipelines tic water,and sewer service to its customers. Pump Stations Leakage Reduction Project for American Water/California Energy Reservoirs Commission,California American Water,Los Angeles,San Diego, Master Plans and Ventura,California Service Areas Hydraulic Modeling Project Manager of the$1.5M project funded by California Energy Com- mission called"Demonstrating Innovative Leakage Reduction Strategies: Professional Activities Correlating Continuous Acoustic Monitoring,Satellite Imagery and Flow CA-NV AWWA Sensitive Pressure Reducing Valve Systems."The project deployed mul- OCWA tiple leak detection and leak prevention technologies in California Amer- ASCE ican Water systems in Los Angeles,San Diego,and Ventura.Technologies were deployed over a 12-month duration.Tasks included coordinating field work conducted by vendors and California American operations staff,logging and maintaining field results,developing a graphical user interface to track technologies and leak reporting,working with vendors to improve technologies,and preparing a final report. Chino Hills Water and Recycled Water Master Plan,Chino Hills,CA Project Manager.Hazen and Sawyer completed the City's Water and Recy- cled Water Master Plan Update.The City's goal was to create a comprehen- sive updated Citywide water and recycled water master plan complete with a new GIS-based hydraulic model and mapping tools.The document and the new modeling system is a guide for planning,operating,and maintain- ing the City's water and recycled water systems and infrastructure.The proposed CIP evaluated the City's water and recycled water system and identified recommended projects through year 2045.Major scope elements included hydraulic model development and calibration(InfoWater),system analysis,condition assessment of high priority facilities,Urban Water Management Plan,Water Shortage Contingency Plan,Master Plan final Hazenreport,and a prioritized Capital Improvement Program. DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Arthur Moncrieffe,Jr., EIT Statistical Analysis/Machine Learning Mr. Moncrieffe specializes in GIS geoprocessing, model building, and data analysis. He has extensive experience in data modeling with Power BI,coding and scripting.He leveraged these skills to update an RO system data model Education for the Sweetwater Authority and is currently working on the development MS,Environmental Engineering, of a LSL Inventory for Sweetwater Authority,CA. University of Pittsburgh Lead and Copper Rule Revisions,Los Angeles Department of Water Certification/License and Power,Los Angeles CA Engineer-in-Training Records Research&Gap Analysis and Service Line Inventory/GIS for NASSCO Certified:PACP,LACP, LADWP's evaluation of historical lead service line use and code reviews, and MACP development of an LSL inventory in GIS,use of alternative verification methods(predictive modeling and geospatial statistical analysis),fund- Areas of Expertise ing assistance,and communications with DDW. Water/Wastewater Pipeline Design Sewer Rehabilitation/Asset Lead and Copper Rule Revisions, Sweetwater Authority,San Diego,CA Management Service Line Inventory/GIS on Sweetwater Authority's LCRR Compliance AutoCAD Program,involving creation of an LSL Inventory,LSL identification action GIS plan,compliance sampling plan,and development of sampling protocols Primavera P6 for schools and childcare facilities. PowerBl InfoWater Water Master Plan Update and GIS Conversion Project,City of Chino,Chino,San Bernardino County,CA Professional Activities Assistant Engineer.Key components of this project include the creation of a American Society of Civil GIS geodatabase of the City's potable water distribution system,preparation Engineers of a Water Master Plan Report,and completion ofa Risk and Resiliency Assess- Water Environment Federation ment for compliance with America's Water Infrastructure Act requirements. Facility Planning Services-Task 1 2nd Aqueduct Diversion Complex and Operations Planning Study,San Diego County Water Authority,CA Arthur created GIS figures for final report.This included detailed site maps of the Diversion Complex,environmental figures to be used in CEQA analy- ses of project alternatives,site layouts delineating footprint,piping alignments, property acquisition,construction and final facility access,and construction details to facilitate detailed alternatives analyses and cost estimates. Facility Planning Services-Task 2 First Aqueduct Bifurcations Study,San Diego County Water Authority,CA Arthur created GIS figures of bifurcation locations,GIS site visit figures and GIS construction access figures.Arthur assist in the bifurcation reha- bilitation alternatives evaluation by establishment of criteria,coordination Hazen weighting with the client,and computing weighted scores on the prioriti- zation of bifurcation projects. DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Mafia Turner Statistical Analysis/Machine Learning Ms. Turner is a principal business analyst at Hazen. After finishing her master's degree in analytics, she is now working with the asset management group conducting data analysis Education and creating data visualization solutions for our MS in Analytics,North Carolina clients. State University BS-International Economics and Spanish,University of Kentucky Lead and Copper Rule Revisions,Los Angeles Department of Water and Power,Los Angeles CA Technical Publications Ms.Turner performed Predictive Modeling for LADWP's evaluation of Turner,M."Future Pensions to historical lead service line use and code reviews,development of an LSL Diminish-Bank of Spain inventory in GIS, use of alternative verification methods (predictiveAssessmentSparksBacklash." U.S.Embassy Madrid,Madrid, modeling and geospatial statistical analysis), funding assistance, and Spain,July 2015 communications with DDW. Turner,M.,Hagan,H.,Wood,R., McCarthy,B.,Yong,K."Putin'All Raleigh Water Sewer Main Failure Prediction and Analysis,Raleigh,NC Your Eggs in One Basket"An assessment of Russia's economy Practicum Team Lead. Led a team of 3 other graduate students at the as a rising power.University of Institute for Advanced Analytics at North Carolina State UniversityKentucky,Lexington,KY,May 2016 through an 8-month practicum project partnering with Raleigh Water. Turner,M.,Woldorff,C.,Dean,A., The project centered on 4 objectives relating to sewer pipeline assessment Boozer,C."Raleigh Water Sewer and predicting the condition of 1,80o miles of existing sewer pipes.TheMainFailurePredictionand Analysis."North Carolina State primary objective was to assign failure probabilities to all uninspected University,Raleigh,NC,April 2021 sewer mains within Raleigh Water's system based on GIS pipe attributes and sewer main inspection data.Advanced data inference algorithms were used to clean and infer missing data allowing for more accurate machine learning model predictions.Machine learning algorithms were used to identify key variables in sewer main failure. The models were also ensembled to assign predicted probabilities of sewer main failure to all existing sewer pipes.The predictive model will aid Raleigh Water in more quickly identifying failing sewer mains to prevent major disrup- tions to sewer service in the Raleigh area.An interactive Power BI Dash- board presents the predictive model results giving Raleigh Water the ability to view sewer pipeline metrics and inspection status. Phase 1:Lead Service Line Replacement Plan and Inventory Assistance,Miami-Dade County Water and Sewer Department,FL Business Analyst.Miami-Dade County is one of the largest public utilities in the United States,serving 2.3 million residents.Hazen is assisting the County with developing a Lead Service Line(LSL)Inventory and Replace- d ment Plan.This includes the development of a service line identification 0 strategy using a likelihood analysis, extensive collaboration with the County to develop identification criteria, and the establishment of a Hazendetailed replacement strategy. DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Anissa Rafeh 11 Customer Communications v., v., Ms. Rafeh is a versatile, deadline focused communications strategist who specializes in creating and disseminating important and technical environmental information to varying audiences through a variety of digital and print Education MA,Political Studies and Public channels. Administration,American University of Beirut She has led numerous outreach campaigns at the local and national lev- BA,Political Science,University el on a wide range of environmental topics, including PFAS, Lead andofRichmond Copper Rule Revisions,harmful algal blooms,and updated water quali- Areas of Expertise ty criteria,to name a few. Campaign strategy Lead and Copper Rule Revision Outreach,City of Tempe,AZ Writing and editing outreach Communications Lead.Coordinated with the Hazen Drinking Water teammaterials Social media strategy and to develop outreach materials for the City of Tempe in Arizona.Outreach content development materials drafted and reviewed included a two-page educational handout Web content development on the health effects of lead and a step-by-step guide on how to reduce exposure.A survey on service line materials was drafted and a postcard Professional Affiliations created to send to residents explaining the survey's intent,with a QR Public Relations Society of code that leads straight to the online survey.A three-page sampling America(PRSA)of Richmond: instruction handout was written for digital and print use.Worked with2017-2022 the graphic design team to develop a graphic of a Tempe home to facilitate service line identification as well as a graphic to help explain the sampling procedure. Virginia PFAS Task Force,Commonwealth of Virginia,VA Lead Public Information Officer.Primary communications lead for the task force,which consisted of the Virginia Department of Environmen- tal Quality(DEQ),the Virginia Department of Health(VDH),and Henri- co County. Communications materials included a detailed, interactive story map that pinpointed all the locations of PFAS exceedances in the state,putting the numbers in context so the general public could under- stand, and also included definitions of the various types of PFAS. A comprehensive PFAS webpage was published,which hosted all outreach materials,including a digital information handout,an infographic de- tailing the sources of PFAS, an FAQ document, and links to webinars hosted by members of the task force. Coordinated all media inquiries, drafted news releases,social media posts and email campaigns as need- ed or required. Hazen DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Megan Watt, EIT LSL Replacement Plan Ms. Watt serves as an Assistant orEngineerIIgf Hazen and Sawyer's Los Angeles Office. With 4 years of civil engineering experience, Ms. Watt has assisted in a wide range of water, wastewater, and environmental projects. Education B.S.,Civil and Environmental Ms.Watt has experience in water supply, lead service line impacts andEngineering,Rutgers University, New Brunswick,NJ PFAS and Perchlorate emerging contaminants.She has been involved in major complex local,state,and federal projects.Her exceptional ArcGIS Certification/License and computer skills have been critical in many engineering tasks. Engineer in Training Lead and Copper Rule Revisions,Los Angeles Department of Water Professional Affiliations and Power,Los Angeles CA ASCE LA YMF Community Ms.Watt served as Service Line Inventory/GIS for LADWP's evaluation Service Chair of historical lead service line use and code reviews, development of an LSL inventory in GIS,use of alternative verification methods(predictive modeling and geospatial statistical analysis),funding assistance, and communications with DDW. Lead and Copper Rule Revisions, Sweetwater Authority,San Diego,CA Ms.Watt developed the Identification Action Plan and Sampling Plan for Sweetwater Authority's LCRR Compliance Program,involving creation of an LSL Inventory,LSL identification action plan,compliance sampling plan,and development of sampling protocols for schools and childcare facilities. Lead Service Line Replacement Program,City of Newark,Newark,NJ Ms.Watt provided engineering support for City of Newark's$185 million Lead Service Line Replacement(LSLR)Program the goal of the program is to remove 24,000+ lead service lines throughout the city, replacing them with copper pipes to ensure clean,safe and reliable drinking water at no cost to all Newark residents.Ms.Watt managed applications to the program,contacted residents,reviewed eligible homes,and conducted monthly sampling at designated homes.The original 8-year program began in May 2018 and was accelerated in September 2019 to be com- pleted within 24 to 30 months. Hazen DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Melanie Warren, PE Sampling Plans Ms. Warren is a registered professional engineer in Colorado and her professional background includes consulting as well as positions at public utilities in their treatment engineering and Education water quality departments. M.S.,Environmental Engineering, University of Colorado Boulder, With over 4 years of experience,she has held roles in program manage- Boulder,Co ment and project engineering roles for lead service line replacement pro- B.S.,Environmental Engineering, grams, lift stations,treatment plants,water resources conveyance in-University of Colorado Boulder, Boulder,CO frastructure,and storm drain,sewer collection,and water distribution Minor in Business,University of systems. Colorado Boulder,Boulder,CO Certificate in Water Engineering& Denver Water Lead Reduction Program,Denver Water,Denver,CO Management,University of Ms. Warren served as the Project Element Manager leading the waterColoradoBoulder,Boulder,CO Certificate in Global Engineering, quality element for Denver Water's 15-year, $12 million dollar per year University of Colorado Boulder, lead service line replacement program. Her responsibilities extended Boulder,CO across all five key components of the program,necessitating collabora- tion with the various teams: pH adjustment and optimized corrosion Certification/License control treatment,lead service line inventory development and manage- Professional Engineer ment, lead service line replacement,the filter program, and customer communications,outreach,and engagement. Areas of Expertise Drinking Water Treatment Throughout Years 1 to 3,Ms.Warren played a fundamental role in pro- Wastewater Treatment gram start-up and implementation,overseeing a$3.7 million dollar con- Lift Station Design tract between Denver Water and its Subcontractors.Her expertise spans Sewer and Storm Drain a range of areas,including developing Request for Proposal(RFP)docu- Collection Systems ments for water quality distribution and analysis,establishing key ele- Water Distribution Systems ment workflows and processes,using results from lead levels ininvesti- Condition Assessment gative water quality samples to make informed decisions about service Services During Construction line materials,and ensuring effective customer communications. Database Management Water Quality and Corrosion As an element lead,she was responsible for drafting program contracts, Research change orders,and addendums,maintaining the element's budget and fee,calculating program metrics for dashboards and reporting,devel- Professional Activities oping and managing water quality kit distribution schedules,developing WEF and performing quality assurance/quality control procedures on water California Water Environment quality data transfer,and preparing program management plans,tech-Association(CWEA) WateReuse California nical memorandum,and regulatory reports for Colorado Department of AWWA Public Health and Environment(CDPHE)and the Environmental Protec- WateReuse Colorado(previous) tlon Agency(EPA). Engineers Without Borders Hazen DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Lisa Hulette, PMP Funding Ms. Hulette serves as Hazen's Western Region's Funding Lead. She brings more than 20years ofexperiencegp leveraging public and private funding for multi-benefit programs and successfully fostering collaborations between diverse stakeholders. Education MBA,Sonoma State University, Prior to joining Hazen,Lisa was the Grant Manager for the County of Sonoma andRohnertPark,CA Bs,Environmental Science,led a team that successfully secured a$37 Million grant from FEMA's Building Resil- Sonoma State University, ience Infrastructure and Communities Grant Program,which was one of thirteen Rohnert Park,CA awarded through this funding and announced by President Biden as a model project to mitigate regional hazards in the western United States. Certification/License PMP Sweetwater Authority,CA State Revolving Fund Loan for Lead Service Line Inventory and Replacement Areas of Expertise Grant development and Los Angeles Department of Water and Power,CA proposal writing State Revolving Fund Loan for Lead Service Line Inventory and Replacement Program development Project Managemen Indio Water Authority,CA Developing a funding strategy(i.e.,loans and grants)to address emerging contam- inants(i.e.,PFAS and Chromium6) Water Replenishment District,CA State Revolving Fund Loan and U.S.Bureau of Reclamation Desalination Construction Grant Union Sanitary District,CA Developed a grant funding strategy and wrote and submitted a successful grant appli- cation to the U.S.Environmental Protection EPA's San Francisco Bay Water Quality Improvement Program for USD Enhanced Treatment and Site Upgrade project. County of Napa,CA Led a multi-department team at the County of Napa and in coordination with the Napa County Firewise Foundation to request$50 M from FEMA's Building Resilient Infra- structure and Communities(BRIO)grant program with the goal of reducing risk from wildfire and flooding by hardening infrastructure and reducing hazardous fuel loads. City of Sebastopol,CA Developing a funding strategy(i.e., loans and grants)to increase the City's water storage capacity to meet the demand of an expanding local population. San Francisco Public Utilities Commission Leading a team to identify appropriate and available funding opportunities for the PUC's highest priority capital projects. Hazen DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 i11;• r Appendix B Professional Services Agreement Acknowledgement DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Hazen has reviewed the sample copy of MWDOC's professional services agreement provided as an attachment to the RFP and is willing to accept the agreement terms and conditions, with the following modifications respectfully requested. Should Hazen be selected for this project, we would negotiate final contract language with MWDOC. I. PURPOSE AND SCOPE OF WORK Paragraph B, Independent Contractor Revise second paragraph to read, "CONSULTANT shall conduct backgrounds checks if required by DISTRICT." V. TERMINATION Revise paragraph as follows: Each PARTY may terminate this AGREEMENT at any time upon thirty (30)days written notice to the other PARTY, except as provided otherwise in Exhibit "B." In the event of termination: (1) all work product prepared by or in custody of CONSULTANT shall be promptly delivered to DISTRICT; (2) DISTRICT shall pay CONSULTANT all payments for services performed and due under this AGREEMENT on the effective date of termination; (3) CONSULTANT shall promptly submit a final invoice to the DISTRICT, which shall include any and all non-cancelable obligations owed by CONSULTANT at the time of termination, (4) neither PARTY waives any claim of any nature whatsoever against the other for any breach of this AGREEMENT; and; (6) DISTRICT and CONSULTANT agree to exert their best efforts to expeditiously resolve any dispute between the PARTIES. VI. INSURANCE REQUIREMENTS Paragraph C, Other Insurance Revise paragraph to include the word "NEGLIGENT" as follows: CONSULTANT will file with DISTRICT, before beginning professional SERVICES, ACORD certificates of insurance, or other certificates of insurance satisfactory to DISTRICT, evidencing general liability coverage of not less than $1,000,000 per occurrence for bodily injury, personal injury and property damage; automobile liability (owned, scheduled, non-owned or hired) of at least $1,000,000 for bodily injury and property damage each accident limit; workers' compensation (statutory limits) and employer's liability ($1,000,000) (if applicable); requiring 30 days (10 days for non payment of premium) notice of cancellation to DISTRICT. For the coverage required under this paragraph, the insurer(s) shall waive all rights of subrogation against DISTRICT, and its directors, officers, agents, employees, attorneys, consultants or volunteers. CONSULTANT's insurance coverage shall be primary insurance as respects DISTRICT, its directors, officers, agents, employees, attorneys, consultants and volunteers for all liability arising out of the NEGLIGENT activities performed by or on behalf of the CONSULTANT. Any insurance pool coverage, or self-insurance maintained by DISTRICT, and its directors, officers, agents, employees, attorneys, consultants or volunteers shall be excess of the CONSULTANT's insurance and shall not contribute to it. VII. INDEMNIFICATION Revise this section as follows: DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 To the fullest extent permitted by applicable law Civil Code Section 2782.8, CONSULTANT shall indemnify and hold harmless DISTRICT, its officers, Directors and employees and authorized volunteers from and against claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of CONSULTANT and shall not exceed CONSULTANT's proportionate percentage of fault. XII. OWNERSHIP OF DOCUMENTS AND DISPLAYS Add the following sentence at the end of first paragraph: "Reuse of documents by DISTRICT or others on extensions or modifications of this Project or on other sites or use by others on this Project, shall be at the user's sole risk, without liability to CONSULTANT." XVI. ATTORNEYS' FEES Revise paragraph as follows: In any action at law or in equity to enforce any of the provisions or rights under this AGREEMENT, the prevailing PARTY shall be entitled to recover from the unsuccessful PARTY all costs, expenses and reasonable attorney's fees incurred therein by the prevailing PARTY as determined by a court of competent jurisdiction. DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Atilt 1 r 77 Vit J + y Hazen Hazen and Sawyer 800 West 6th Street,Suite 400 •Los Angeles,CA 90015 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 nn,oc k et 100 41 Proposal Amendment Assistance with Completion and Submission of Lead and Copper Rule Revisions Service Line Inventories for a Number of Orange County Agencies RFP ENG.2023-01 I September 13,2023 Hazen DocuSign Envelope ID:12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Section No. 2 Project Work Plan The information presented in this document supersedes the Task 10-Manage(Field)Inspections/Test Pitting/ Meter Inspections description and associated cost estimates presented in the original proposal submitted by Hazen and Sawyer(Hazen)on July 26,2023,in response to RFP ENG.2023-01.At the request of MWDOC,Task in has been divided into three separate task options to provide greater flexibility to the Agencies.The three tasks include: Task 10A:Manage(Field)Inspections/Test Pitting/Meter Inspections. Task 1oB:Field Inspection App Development and Training. Task 1oC:Field Inspection App Development and Training,and Data Integration. Task 10A PHASE 2 Manage (Field) Inspections/Test Pitting/ Meter Inspections Mobile App:After deploying the ESRI Solutions Lead Service Line Inventory Database,Hazen will develop a customized ArcGIS Field Maps app(Field App)to directly integrate field verification findings into the Lead Service Line Inventory Database.This Field App will cover the required service line verification points as required by DDW.Service line sites may be assigned to Blaine Tech,as desired,within the app platform.Instructions for utilization of the Field App will be included in Task 1's Training Materials that will be prepared for Blaine Tech. Training Materials:Hazen will prepare Training Materials for field verification methods describing the locations for service line field verification on the customer-side and utility-side,per DDW.Training Materials will further describe differences in service line materials,responses to field obstacles,and other pertinent information to ensure successful completion of the field work. Identification Review:Hazen will coordinate with Blaine Tech to review Field App verification submissions in the ArcGIS Online Field Maps QC platform.Each submission,as reviewed,will be designated as one of the fol- lowing:inspected-submitted,inspected-completed,inspected-in progress,or inspected-rejected.Hazen will track Field App fields and high-level Blaine Tech progress in the Field Maps Dashboard.Hazen will provide field assistance as needed and as requested by the Agency. Managing Customer Coordination:Throughout the field effort,customer education developed during Task 7 will be provided,as requested.Permission gathering may be coordinated early on during Task 8 with property owners through the Customer Survey.Otherwise,permission gathering is recommended at the agency-level involving existing Municipal Code review.Lastly,all customer data and activities will be captured in the Field App following the customized app development process. Deliverables Mobile Field App. Field Verification QC Dashboard. Customer education,support,permission gathering or data capturing via OC LCRR Water Agencies Part- nership website. Hazen and Sawyer 1 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Assumptions The Field App will be developed through ArcGIS Field Maps app available in the Apple and Google Play app stores.The field app can collect photos of service lines and tests conducted. The rate provided in Task ii will be used for site inspections.The number of site inspections to be deter- mined. Costs associated with hosting all data in ESRI ArcGIS will be covered by MWDOC or the Water Agency. PHASE2 Task 10B Field App Development and Training Mobile App:After deploying the ESRI Solutions Lead Service Line Inventory Database,Hazen will develop a customized ArcGIS Field Maps app to directly integrate field verification findings into the Lead Service Line Inventory Database.This Field Maps app will cover the required service line verification points as required by DDW. Training Materials:Hazen will prepare Training Materials for field verification methods describing the locations for service line field verification on the customer-side and utility-side,per DDW.Training Materials will further describe differences in service line materials,responses to field obstacles,and other pertinent information to ensure successful completion of the field work. Deliverables Mobile Field App. Training Materials. Assumptions The Field App will be developed through ArcGIS Field Maps app available in the Apple and Google Play app stores.The field app can collect photos of service lines and tests conducted. Costs associated with hosting all data in ESRI ArcGIS will be covered by MWDOC or the Water Agency. Customer engagement is not included in this task. Field program management services are not included in this task. Field inspections are not included in this task. PHASE 2 Task 10C Field App Development, Training, and Data Integration Mobile App:After deploying the ESRI Solutions Lead Service Line Inventory Database,Hazen will develop a customized ArcGIS Field Maps app to directly integrate field verification findings into the Lead Service Line Inventory Database.This Field Maps app will cover the required service line verification points as required by DDW. Training Materials:Hazen will prepare Training Materials for field verification methods describing the locations for service line field verification on the customer-side and utility-side,per DDW.Training Materials will further describe differences in service line materials,responses to field obstacles,and other pertinent information to ensure successful completion of the field work. Hazen and Sawyer 2 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Assistance with Completion and Submission of LCRR Service Line Inventories for a Number of Orange County Agencies Data Integration:Hazen will provide scripting to automatically extract data from ESRI ArcGIS in the agency's own format to be readily integrated into the Hazen developed database and inventory. Deliverables Mobile Field App. Training Materials. Scripting. Assumptions The Field App will be developed through ArcGIS Field Maps app available in the Apple and Google Play app stores.The field app can collect photos of service lines and tests conducted. Costs associated with hosting all data in ESRI ArcGIS will be covered by MWDOC or the Water Agency. Customer engagement is not included in this task. Field program management services are not included in this task. Field inspections are not included in this task. Tasks 10A - 10C Budget Summary Proposal Category Level of Effort Cost Savings(Per Agency)for 10+Agency Agreements 10a.Manage(Field)Inspections/Test $76,630 Pitting/Meter Inspections 63,840 Med 25% 51,050 10b.Field App Development and 38,060 Training 31,270 Med 15% 24,490 10c.Field App Development,Training, $46,820 and Data Integration 38,640 Med 10% 30,460 Level of Effort Assumptions Tasks 10A - 100: Level of Effort Considerations: Low level of effort:No.of Service Connections=1-20,000 Medium level of effort:No.of Service Connections=20,001-40,000 High level of effort:No.of Service Connections=40,001+ Hazen and Sawyer 3 DocuSign Envelope ID 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Project Work Plan Tasks 10A - 10C Cost Estimate Breakdown Hazen Hazen Program Technical Project Assistant Assistant Manager Advisor Engineer GIS/1T Engineer II Engineeroarl Labor Labor TOTAL FEE Noun Coat OOCs (LOW LEVEL OF EFFORT) 325 $290 S2C0 S77rl S1/0 $ISII Task 10A:Menage(Field)Inspections/Test Pitting/Meter Inspections 10 4 26 32 112 112 296 $ 51,050 $ - $51.050 Task 108:Field App Development and Training 4 2 12 16 60 48 142 $ 24.480 $ - $24480 Task 18C:Field App Development,Training,and Data Integration 6 12 12 26 64 48 168 $ 30.460 $ - $30460 Hazen Manager Advisor Engineer rrgg am Technical Project : 1: S1 Task 10A:Manage(Field)Inspections/Test Pitting/Meter Inspections 12 6 32 40 140 140 370 $ 63,840 $ - 363.840 Task 1013:Field AIM Development and Training 6 3 16 20 75 60 180 $ 31,270 $ - $31, Task 10C:Field App Development,Training,and Data Integration 8 16 18 32 80 60 212 $ 38,640 S - $38, Hazen Hazen Program Technical Project Assistant Assistant Manager Advisor Engineer GIS'IT Engineer ll En9lneerl Labor Labor TOTAL FEE Rom,. Cost ODCs (HIGH LEVEL OF EFFORT) 32,; >290 _-_-SI i0 ST-C Task 10A:Menage(Field)Inspections/Test Pitting/Meter Inspections i4 8 38 48 168 168 444 $ 76.630 $ - $76.630 Task 1013:Field App Development and Training 8 4 20 24 90 72 218 $ 38,060 $ - S38,060 Task 10C:Field App Development,Training,and Data Integration 10 20 20 38 96 72 256 $ 46,820 $ - $46.820 Hazen and Sawyer 4 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 L 4..i), . t V.. . w r 4. . i 4' Ilks s a j Hazen Hazen and Sawyer 800 West 6th Street,Suite 400 •Los Angeles,CA 90015 DocuSign Envelope ID: 12A52CF7-EE26-44A1-B6EB-DBE846D6E195 Exhibit C List of Participating Agencies' MWDOC Choice Shared Services Program for Lead and Copper Rule Revision Service Line Inventory Development Agency 1 Anaheim, City 2 El Toro Water District 3 Fountain Valley, City 4 Fullerton, City 5 Garden Grove, City 6 La Habra, City 7 La Palma, City 8 Orange, City 9 San Clemente, City 10 Seal Beach, City 11 South Coast Water District 12 Westminster, City 13 Yorba Linda Water District The list of PARTICIPATING AGENCIES is subject to modification by addendum executed by the PARTIES. Exhibit B Exhibit B—Participating Agency Task Selections and Costs Project Name: Lead and Copper Rule Revisions Service Line Inventories Agency: Orange Hazen Selection Cost by Task Cost Savings Total Date: 10/23/2023 Task 1:Project Administration and Progress Reporting Task 1 Low $ 26,830 $ 10,732 $ 16,098 Task 2:Assistance with Data Gathering,Records Review,and Historical Code Review Task 2 Low $ 13,950 $ 2,790 $ 11,160 Task 3:Develop Lead Service Line Inventory Database and Initial Inventory Task 3 Medium $ 36,510 $ 7,302 $ 29,208 Task 4:Develop Approach for Altemative Material Verification Methods and Submit to DDW for Approval Task 5:Apply Division of DDW Approved Altemative Verification Methods Task 6:Assistance with Data Analysis Task 7:Customer Communications Task 7 Medium $ 11,440 $ 11,440 Task 8:Develop and Implement Private Property Owner Self-Verification Task 8 Medium $ 38,980 $ 38,980 Task 9:Develop LSL Replacement Plan Task 10A:Manage(Field)Inspections/Test Pitting/Meter Inspections Task 11:Provide Field Inspection Personnel to Assist with Physical Visual Verifications(Hourly Rate) Task 12:Population of DDW inventory Template and SLI Submission Task 12 Low $ 4,870 $ 4,870 Total S 132,580 S 20.824 $ 111,756