HomeMy WebLinkAboutAgreement_General_9/14/2023_Holtz ConsultingVILLAGE OF TEQUESTA
CONSULTING SERVICES WORK AUTHORIZATION
DATE: 8-17-23 VILLAGE RFQ. NO.: UTIL 06-20
WORK AUTHORIZATION NO.I I FOR CONSULTING SERVICES
PROJECT No. G/L CODE:
HOLTZ CONSULTING PROJECT NO.:
PROJECT TITLE: State Revolvin Fund and (SRF) Assistance for Beach Road Phase 2
This Work Authorization, when executed, shall be incorporated in and shall become an integral
part of the Agreement for Professional Services dated September 10, 2020 between the Village of
Tequesta ("VILLAGE"), and Holtz Consulting ("CONSULTANT") hereafter referred to as the
Agreement.
I. PROJECT DESCRIPTION
The VILLAGE owns and operates a potable water utility system to serve customers within the
VILLAGE's service areas. The VILLAGE intends to fund the upcoming Beach Road Phase 2 Water
Main Improvements project using State Revolving Fund (SRF) loan funding.
This scope of services provides for professional engineering assistance to prepare and submit
documentation to the State of Florida Drinking Water SRF program to procure loan funding for the
projects.
SCOPE OF SERVICES
The following is a description of the services to be provided under this Work Authorization.
TASK 1— PROJECT KICK-OFF MEETING
CONSULTANT shall meet with the VILLAGE to discuss the proposed SRF-funded project,
the project schedule, and provide a written list of data needs necessary to prepare submittals to
the State of Florida.
WORK AUTHORIZATION NO. 11 1 of 5
TASK 2 — PREPARE AND SUBMIT REQUEST FOR INCLUSION PACKAGE
CONSULTANT shall prepare and submit a Request for Inclusion (RFI) package and supporting
documentation to the FDEP. A "Request for Inclusion on the Priority List for Drinking Water
Facilities" (DEP Form 62-252.900(1)) and supporting documentation will be submitted to the
Drinking Water SRF program.
TASK 3 — LOAN APPLICATION AND AGREEMENT PACKAGE
ASSISTANCE
CONSULTANT shall assist the VILLAGE with the preparation, submission, and coordination
of the loan application and loan agreement package for the SRF Drinking Water Facilities Loan
Application (DEP Form 62-552.900(2).
TASK 4 — ASSISTANCE WITH SRF-COMPLIANCE COMPONENTS OF
CONSTRUCTION CONTRACT DOCUMENTS
CONSULTANT shall assist with SRF bid and construction contract documents for the project
noted above. This may include supplementary conditions and Davis -Bacon wage requirements
to be included in the contract documents, and assistance to the VILLAGE in submitting bid
documents to the DEP such as addenda, debarment certification, copy of advertisement, bid
tabulation and recommendation of award, and certification from Appendix A, FDEP
Supplementary Conditions, and Davis Bacon wage rates.
TASK 5 - ENGINEERING SUPPORT FOR STATE REVOLVING FUND (SRF)
COMPLIANCE DURING CONSTRUCTION
CONSULTANT will provide the following services during the construction phase of the water
main improvements project:
• Work with Contractor to ensure all applicable materials on the project comply
with the provisions of the "American Iron and Steel" requirement as part of the
SRF loan.
• Review and approve weekly payroll information submitted by the Contractor and
subcontractor(s) to ensure requirements for Davis Bacon wage requirements are
met.
• Conduct labor interviews with the Contractor's personnel throughout the
construction duration as required by SRF guidelines.
• Prepare and submit monthly disbursement requests with required supporting
documentation to the FDEP SRF department in Tallahassee. Assumed a total of
three disbursement requests.
WORK AUTHORIZATION NO. 11 2 of 5
II. DELIVERABLES
Task 1 - Deliverables:
1. Minutes distributed to all attendees of the kick-off meeting.
2. Written list of data needs to complete the SRF documentation.
Task 2 - Deliverables
1. PDF copy of the completed SRF Request for Inclusion (RFI) package and supporting
documentation submitted to the FDEP.
Task 3 - Deliverables:
1. PDF copy of all loan application and loan agreement items provided to the VILLAGE in
assistance of submission to the FDEP. The VILLAGE will be required to submit the loan
application and loan agreement to the FDEP.
Task 4 - Deliverables:
PDF copy of all required SRF bid and construction contract documents required.
Task 5 - Deliverables:
1. Tracking documentation to ensure all applicable materials on the project comply with the
provisions of the "American Iron and Steel" requirement as part of the SRF loan.
2. Copies of all labor interviews conducted.
3. Copies of all weekly payroll documentation.
4. Completed disbursement packages to be forwarded to the FDEP for processing.
III. SCHEDULE
Upon receipt of Notice -To -Proceed the CONSULTANT will complete the services identified in this
Work Authorization within the schedule outlined in Table 1.
WORK AUTHORIZATION NO. 11 3 of 5
Project Kick -of Meeting
Request for Inclusion Submittal
Loan Application Submittal
Table 1
Schedule
Cumulative
Time to Complete
Time to
(Calendar Days)
Complete
(Calendar Days)
7 days from NTP
7 days
7 days after kick-off meeting
14 days
30 days after approval from FDEP
Dependent upon
FDEP
The CONSULTANT will perform the tasks as outlined in the scope of services for Lump Sum Fee
of $29,400 in accordance with our approved billing rates with an estimate of costs by task provided
in Table 2 and further detailed in Attachment A. Monthly progress payments will be authorized
based on percent complete as determined by CONSULTANT and approved by VILLAGE.
Table 2
Budget Summary
Description
Total
1. Project Kick-off Meeting
$1,480.00
2. Prepare and Submit Request for Inclusion Package
$3,740.00
3. Loan Application and Agreement Packages Assistance
$3,100.00
5. Assistance with SRF Compliance Components of Construction
Contract Documents
2,480.00
6. Engineering Support for SRF Compliance During Construction
$18,600.00
TOTAL
29,400.00
V. ASSUMPTIONS
Services and/or materials to be provided by the VILLAGE and other related key assumptions include:
1. Assistance with providing required data as part of the Request for Inclusion and loan
application including, but not limited to financial, historical, and census data, and any required
rate studies, capital financing plan, and information required to be provided in the business
plan.
2. Assistance with preparation of required exhibits and maps.
3. Prompt review of all deliverables.
4. Participation of key personnel at progress meetings
WORK AUTHORIZATION NO. 11 4 of 5
VI. AGREEMENT REFERENCE
The work authorized under this Work Authorization shall be performed under the terms and
conditions described within the Professional Services Agreement dated September 10, 2020, by and
between the Village of Tequesta ("VILLAGE") and Holtz Consulting ("CONSULTANT").
Compensation shall not exceed the hourly rates currently in effect under this Agreement.
HOLTZ ONSULTING
By:
Print Name: Christine Miranda. PE
Title: Vice President
VILLAGE OF TEQUESTA
IN
JeremyAflen
Jeremy Allen pate. ligitaI20signed23.0&23b1439:34 -04'00'
Jeremy Allen, Village Manager
Date: August 23, 2023
WORK AUTHORIZATION NO. 11 5 of 5
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