1. Change Order Number Five, Contract M03037P01, Professional Services, 2050 Facilities Plan – Ultimate Build Out, and Approve Changes in Total Project Cost
Commission Agenda Item # 10

2. 2050 Facilities Plan Project
Initiated 2014
Founded in Asset Management
Milestone horizons: 2035, 2040, 2050
Four MMSD geographies:
Conveyance/Storage systems
Water Reclamation Facilities/Biosolids handling
Watercourses
Green Infrastructure

3. 2050 Facilities Plan Project
Innovative approach
Develops customized tools
Track risks
Evaluate alternatives
Prioritize investments

4. Change Order Number Five, 2050 Facilities Plan
CONTRACT
AMOUNT
PERCENTAGE INCREASE OVER ORIGINAL CONTRACT
AUTHORIZED BY
SWMBE
Original
$4,905,265
Commission
20.8%
Change Order No. 1 $0
0.0%
Executive Director
N/A
Change Order No. 2
$150,000
3.1%
33.4%
Change Order No. 3
$1,325,158
27.0%
31.4%
Change Order No. 4
Change Order No. 5
$1,653,191
33.7%
Request of the Commission
17.5%
Change Order Total
$3,128,349
63.8%
TOTAL
$8,033,614
22.5%
These are the 10 projects, but 11 contracts with budgets over $150,000 (ED Authority).

5. 2050 Facilities Plan Project Change
Past 5 Years: planning for facilities & asset management:
Single, combined, efficient effort
Focus primarily on AM
Now: need critical answers:
Major, long-term facilities investments
Accelerated 2050 FP effort
AM continue separately, focus on short-term WRF issues

6. 2050 Facilities Plan Change Order 5
Primary Change Order tasks:
Project management, collaboration, document writing
Asset Management Plan, Chapters 1-4
Analyses:
Conveyance/storage systems
Water reclamation facilities/biosolids handling
Watercourses
Green infrastructure
Public Involvement
Nontraditional Amendment Approach:
-Normally, when we identify extra tasks not in the original scope, the consultant costs them out and we either accept or negotiate the price
-Here, knowing what we know several years into the game, we fully rescoped the project (adding in what we know is needed and removing AM post Ch 4), determined what the FP would cost to complete, and subtracted the amount of money that was still in the contract to arrive at the amendment.
If Asked: Why significant changes to the scope?
We didn’t know how involved the AM approach would become (FP’ing has never been done this way)
At MMSD’s request per the RFP, we underestimated PM needs (large project, 2 dozen subs)
We underestimated modeling needs
We underestimated MMSD task leader and division director expectations
Developed unexpected tools (BCEs, dashboards, $120K thing
Other reasons for the sweeping changes?
If Asked RE: costs to complete the work: Primary Amendment Tasks:
Project Management, Collaboration ($489K)
Asset Management Plan Ch 1-4 ($104K)
Conveyance/Storage Systems ($563K)
Water Reclamation Facilities/Biosolids Handling ($484K)
Watercourses ($99K)
Green Infrastructure ($106K)
Energy ($24K)
PI ($79K)
Document Writing ($390K)

7. Project Cost/Schedule
Cost requests:
Contract amendment: $1,653,191
M03037 TPC: $1,653,191
Schedule change:
Amended project completion date: December 2020
July Commission: Request to award AMP contract to Black & Veatch

8. QUESTIONS?