Governance Committee For The MPWSP Agenda Packet 05-23-14

GOVERNANCE COMMITTEE
FOR THE
MONTEREY PENINSULA WATER SUPPLY PROJECT
California American Water Monterey County Board of Supervisors
Monterey Peninsula Regional Water Authority Monterey Peninsula Water Management District

This meeting has been
noticed according to the
Brown Act rules. This
agenda was posted on
May 19, 2014.

Governance
Committee Members:
California American
Water
Robert MacLean
Monterey Peninsula
Regional Water Authority
Jason Burnett, Chair
Alt.- Chuck Della Sala
County of Monterey
David Potter
Alt. - Simon Salinas
Monterey Peninsula
Water Management
District
Bob Brower, Vice Chair
Alt. Jeanne Byrne

Staff Contact:
David J. Stoldt, MPWMD
Arlene Tavani, MPWMD
AGENDA
REGULAR MEETING
Monterey Peninsula Water Supply Project
Governance Committee
***************
Friday, May 23, 2014, 1:30 PM
Monterey Peninsula Water Management District, Conference Room,
5 Harris Court, Building G., Monterey, CA

Call to Order/Roll Call

Pledge of Allegiance

Public Comments

Anyone wishing to address the Committee on matters not listed on the agenda that are within the subject
jurisdiction of the Committee, may do so during Public Comments. The public may comment on any other
items listed on the agenda at the time they are considered by the Committee. Please limit your comment
to 3 (three) minutes.

Action Items Public Comment will be Received
1. Develop Recommendation to Monterey Peninsula Regional Water
Authority on Selection of Consultant to Conduct Value Engineering
Analysis of CDM Desalination Project Designs
Action: The Committee will make a recommendation to the Monterey
Peninsula Regional Water Authority on selection of a professional engineer to
perform a value engineering analysis for the Desalination Project. The selection
will be based on review of proposals received from prospective consultants. If
the Water Authority confirms the consultant selection, the recommendation
will be submitted to California-American Water to assign the contract.

Discussion Items Public Comment will be Received

2. Update from California American Water on Source Water Intake Location
Investigations

3. Update on Development of Landfill Gas Term Sheet

4. Discussion of Items to be Placed on Future Agendas

Adjournment

After staff reports have been distributed, if additional documents are produced
by the Governance Committee and provided to a majority of the committee
members regarding any item on the agenda, they will be available at the
Monterey Peninsula Water Management District (MPWMD) office during normal
business hours, and posted on the Governance Committee website at
http://www.mpwmd.net/GovernanceCommittee/GovernanceCmte.htm.
Documents distributed at the meeting will be made available in the same
manner.
Upon request, a reasonable effort will be made to provide written agenda
materials in appropriate alternative formats, or disability-related modification or
accommodation, including auxiliary aids or services, to enable individuals with
disabilities to participate in public meetings. A reasonable effort will also be
made to provide translation services upon request. Please submit a written
request, including your name, mailing address, phone number and brief
description of the requested materials and preferred alternative format or
auxiliary aid or service by 5:00 PM on Wednesday, May 22, 2014. Requests
should be sent to the Board Secretary, MPWMD, P.O. Box 85, Monterey, CA,
93942. You may also fax your request to the Administrative Services Division at
831-644-9560, or call 831-658-5600.

U:\staff\MPWSPGovernanceCmte\2014\20140523\20140523Agenda.docx
Monterey Peninsula Water Supply Project Governance Committee

Meeting Date: May 23, 2014

Agenda Item: 1. Develop Recommendation to Monterey Peninsula Regional
Water Authority on Selection of Consultant to Conduct Value
Engineering Analysis of CDM Desalination Project Designs

Summary: On April 17, 2014, a request for proposals for preparation of a value
engineering study (Exhibit 1-A) was distributed to nine firms: Separation
Processes Inc., Smith Culp Consulting, Brown and Caldwell, Valentine
Environmental Engineers, CH2M-Hill, Strategic Value Solutions, Value
Management Strategies, Inc., Kennedy Jenks, and HDR Inc. Proposals
were received from Robinson, Stafford &Rude, Inc. (RSRI) and Value
Management Strategies, Inc. (VMS)

The Monterey Peninsula Regional Water Authority (Authority) appointed
an ad-hoc selection committee consisting of representatives from
California American Water (Cal-Am), the City of Seaside, the City of
Monterey, and the Monterey Peninsula Water Management District.
The ad-hoc selection committee analyzed the proposals and
recommended VMS as the most qualified firm for preparation of the
value engineering study.

According to Rick Riedl, Chair of the ad-hoc selection committee, some
overarching considerations in evaluating the proposals were;

1) The team leader for VMS is a Project Management Professional, a
certification which requires knowledge of the application of a
rigorous set of principles that are applied to bring a project to
completion.
2) RSRI includes team members from B&V, who were proposers on the
desal plant. This may represent a conflict of interest since the
review may include some proprietary materials.
3) Most of the RSRI team members are not registered professional
engineers in California.

Riedl also noted that contract documents should be revised to show the
value engineering workshop during the week of July 7 when all team
members and VMS representatives are available to meet.

Attached as Exhibits 1-B- through 1-D, respectively, are the VMS
Proposal for Services, the ad-hoc review committees rating sheet, and
the VMS cost proposal.

Recommendation: The Governance Committee should review the recommendation of the
ad-hoc selection committee and consider adoption of a recommendation
to the Authority that it negotiate a contract with VMS for preparation of
the value engineering study. If the Authority confirms the consultant
selection, it will contract with VMS and seek reimbursement from Cal-Am
for the cost of the study.

Exhibits:
1-A April 17, 2014 RFP for Preparation of a Value Engineering Study
1-B Value Management Solutions, Inc. Proposal for Services
1-C Ad-Hoc Selection Committee Proposal Ratings
1-D Value Management Solutions, Inc. Cost Proposal

MONTEREY PENINSULA REGIONAL WATER AUTHORITY

April 17, 2014

Value Management Strategies
900 Canterbury Place, Suite 330
Escondido, CA 92025

Directors:
Chuck Della Sala, President
J ason Burnett, Vice President
Ralph Rubio, Secretary
J erry Edelen, Treasurer
Bill Kampe, Director
David Pendergrass, Director

Executive Director:
J im Cullem, P.E.
Re: California American Water Company
Monterey Peninsula Water Supply Project (MPWSP)
Desalination Infrastructure
Request for Proposal Value Engineering Study

Dear Sir or Madam:

The Monterey Peninsula Regional Water Authority (MPRWA), on behalf of the
MPWSP Governance Committee (GC), is seeking a qualified Value Engineering (VE)
Consultant to provide VE services related to the design and construction of a 6.4 to 9.6
mgd seawater desalination water treatment (desal) plant on the Monterey Peninsula.
You are invited to submit a proposal for VE services for the above referenced project.

The project is currently being designed for the California American Water
Company (CAW) by Camp Dresser & Mckee (CDM) Constructors, Inc. with offices in
Walnut Creek, California. CDM will have made a 30% design submittal prior to the VE
study. Preliminary site plans, floor plans, elevations and a geotechnical report will be
available for the study. Schematics for the process, treatment residuals handling and
chemical systems will also be available. A preliminary cost estimate and energy
consumption model will be provided.

In general, the objectives of the value engineering services are:
To identify potential changes to the project design that would satisfy the
essential functions of the project at a lower capital and/or life cycle cost;
To identify potential changes to the project design that would better
accomplish the essential functions of the project and/or provide better
overall value;
To improve confidence in the effectiveness of the design, i.e., to ensure
the design represents the most efficient combination of cost, performance
and reliability;
To identify constructability, durability, adaptability, operability, safety,
and maintenance issues;
1

Ex Exhibit 1-A

To identify opportunities to attain a Silver Award level of sustainable
design under the Institute for Sustainable Infrastructure(ISI) Envision
rating system;
To identify opportunities to attain a Silver Award level of design under the
US Green Building Council LEED rating system.

Scope of Services

The work will consist of the following tasks and as detailed in Exhibit A, Scope
of Services, attached.

It is intended that the selected VE Consultant will conduct one VE workshop to
be conducted in the Monterey, California area from J une 23 through J une 27, 2014. The
VE workshop will follow the standards of the Society of American Value Engineers
(SAVE). The workshop meeting location will be announced and will be and paid for by
others. The VE workshop will consist of the following phases conducted over a period of
four/five consecutive days:

Information Phase
Function Analysis Phase
Creative Phase
Evaluation Phase
Development Phase
Presentation Phase

Required Qualifications

The VE Consultant shall provide a team leader/facilitator that is certified by SAVE
International as a Certified Value Specialist (CVS). The team will also include
multidiscipline technical specialists with appropriate qualifications such as: an architect,
instrumentation and controls engineer, civil and structural engineer, process design
engineer, electrical engineer, construction cost estimator and construction
superintendent. The team shall also include experienced operations and maintenance
staff as well as certified ENVISION and LEED evaluators to round out the technical
specialist staff. The VE Consultant shall demonstrate corporate experience pertinent to
the subject matter of the VE study.

Proposal Elements

Proposals are to consist of no more than 15 single-sided pages and include the
following elements:
Cover Letter
Table of Contents
Understanding of the Scope of Work
Proposed Methodology and Delivery Schedule
Qualifications and Experience, including client references
Brief Biographies of Key Personnel
Fee Proposal (in separate sealed envelope)
Other considerations
2

3

Detailed resumes and additional corporate information may be also submitted, if
so desired. Note that key personnel must disclose any economic interest they have in
CAW, American Water, or CDM.

The proposal should be on a lump sum basis, inclusive of per diem costs for travel and
living expenses. Note that the MPRWA will utilize a Qualification Based Selection (QBS)
process in procuring professional services. Accordingly, the fee proposal is to be
provided in a separate sealed envelope submitted with the technical proposal, and will
not be considered in the selection of the best proposal. It will be opened at the time of
initial negotiation with the selected firm.

Proposals should be submitted by 4:00 p.m. on Thursday, May 8, 2014. One
original proposal, two (2) hard copies and three (3) CD-ROMS shall be addressed and
sent to:

Monterey Peninsula Regional Water Authority (MPRWA)
735 Pacific Street
Monterey, CA 93940
Attention: Executive Director.

Thank you for your cooperation. If you have any questions or comments
concerning the project scope of services, please contact me at 831-241-8503 or
cullem@montery.org.

Very truly yours,

J ames M. Cullem, P.E.
Executive Director

EXHIBITS:

A- Scope of Work for Value Engineering Study

B- MPRWA Sample Contract for Professional Services

Xc: Chuck Della Sala- President MPRWA
J ason Burnett- Chair, Governance Committee
Dave Stoldt- GM, MPWMD
I. Crooks CAW
R. Svindland - CAW
S. Creel - AW
J . Gallagher - AW

4

EXHIBIT A

SCOPE OF SERVICES FOR VALUE ENGINEERING STUDY

The Value Engineering (VE) Consultant will provide the following services in accordance with this
scope of work.

CONSULTANT VE STUDY TEAM

The Value Engineering Consultant will provide the VE study team members identified below:

VE Team Leader/Facilitator Provided by VE Consultant
Civil / Structural Engineer Provided by VE Consultant
Architect Provided by VE Consultant
Process Design Engineer Provided by CAW
Electrical Engineer Provided by VE Consultant
Instrumentation and Controls Engineer Provided by VE Consultant
Construction Cost Estimator Provided by CAW
Construction Superintendent Provided by CAW
Operations personal Provided by VE Consultant
& CAW
Maintenance personal Provided by VE Consultant
& CAW
Envision and LEED certified evaluators Provided by VE Consultant

All other team members will be provided by the Governance Committee (GC) and/or California
American Water (CAW), at no cost to the VE Consultant. The VE Consultant will communicate
directly with the MPRWA Contract Manager, the GC Project Manager, the California American Water
Project Manager, CDM Constructors Inc. and with all other study team members as needed relative
to scheduling, pre-workshop, workshop and post workshop activities.

PRE-WORKSHOP ACTIVITIES

The VE Consultant will perform pre-workshop activities to include those tasks which must be
accomplished in order for the study team to be able to efficiently and effectively perform in the
workshop. These activities will consist of:

Scheduling value engineering study tasks,
Scheduling and coordination with VE study team members
Assisting the GC and CAW with scheduling VE study participants
Coordination of the necessary project documentation of the project for distribution by the
GC and CAW to study team members
Document review by VE Consultant-supplied team members
Preparation of cost, energy, life cycle costs, etc. to the extent that the information needed
for their preparation is available.
Identify Envision Silver level Certification requirements and cost benefit analysis
Identify LEED Silver level Certification requirements and cost benefit analysis

5

CAW and the GC will distribute the project documents and materials to be studied to the VE study
team members at least five (5) working days prior to the workshop start. All team members are
expected to review the project documents and material prior to the start of the workshop.

WORKSHOP

The VE Consultant will conduct a 40 hour value engineering workshop using the six-step job plan
that is consistent with the best management practices recognized by SAVE. The workshop will
include an Information Phase, a Function Analysis Phase, a Creative Phase, and Evaluation Phase a
Development Phase and a Presentation Phase. A site visit for the team members will be conducted
on the first day of the workshop.

The workshop will be initiated by presentations from the GC and CAW representatives, who will
describe the objectives of the study and any constraints that will be placed on the study team. The
designers will explain specifically how the design accomplishes MPRWA and CAWs objectives and
the details of that design.

The workshop will include a detailed function analysis of the major project elements. The team will
generate a list of ideas for project improvement followed by an evaluation of those ideas. This
evaluation will include input from key GC and CAW decision makers before proceeding with
development of recommendations. On the last day of the workshop, a presentation of the
recommendations will be provided to CAW, key representatives of the design team, and the GC.

The workshop will be held at location within the California American Water service area and will be
announced at a later date. The cost of providing the workshop meeting facilities and all other costs
associated with the meeting facilities will not be borne by the consultant.

To ensure that the study team has complete information about the project criteria, CAW will provide,
at a minimum, key personnel from both CAW and the design team for the first day and last day
presentations.

POST WORKSHOP

The VE Consultant will conduct a four-hour post-workshop Decision/Implementation Meeting at a
location to be announced following receipt by the study team of the written design responses to the
Preliminary Report. The purpose of the Decision/Implementation Meeting is to assist the GC and
CAW in making decisions regarding acceptance or rejection of the individual value proposals.
Attendees will consist of GC representatives, key CAW staff, key designer staff and the VE study
team leader.

SCHEDULE

The work will be performed in accordance with the following schedule:

Pre-Study Activities Upon receipt of a signed contract and notice to proceed
Workshop J une 23 27, 2014
Preliminary VE Study Report Three (3) days after completion of the Workshop
Decision/implementation Meeting On a date to be determined by the GC, CAW, VE Consultant
and designer
Final VE Study Report Fourteen (14) days after receipt of Comments on the draft
report

6

DELIVERABLES

The VE study effort will include the following deliverables, all which are related to the results of the
workshop:

Study Team Presentation Handout
Preliminary VE Study Report
Final VE Study Report

The Preliminary VE Report will be prepared in the Value Engineering Consultant report format, and
will be a compilation of the handwritten products developed in the workshop.
The purpose of this draft report is to give the GC, CAW and other reviewers the opportunity to check
the final VE Study report prior to final issuance.

The Final VE Study Report is the final documentation of the VE Study. The report is a finalized
version of the Draft Report including the incorporation of GC and CAW comments. The submittal of
the final report concludes the Scope of Work.

The VE Consultant will provide the GC with two (2) electronic copies (CD-ROM) and the following
number of hard copies of each report:

Preliminary VE Study Report 6 copies
Draft of Final VE Study Report 6 copies
Final VE Study Report 6 copies.

7

EXHIBIT B

CONTRACT FOR PROFESSIONAL SERVICES
Agreement for Consultant Support Services

THIS AGREEMENT is executed this __ day of ______, by and between the Monterey Peninsula
Regional Water Authority, a municipal corporation, hereinafter called "Authority", and _________,
hereinafter called "Consultant".

IT IS HEREBY MUTUALLY AGREED AS FOLLOWS:

1. Scope. Consultant hereby agrees to provide to the Authority, as the scope of services
under this Agreement, Value Engineering Services as described on the following attachment: Scope
of Services for Value Engineering Study (attached hereto as Exhibit A).

2. Timely Work. Consultant shall perform all tasks in a timely fashion, as set forth more
specifically in paragraph 3 below. Failure to so perform is hereby deemed a material breach of this
Agreement, and Authority may terminate this Agreement with no further liability hereunder, or may
agree in writing with Consultant to an extension of time.

3. Term. The work under this Agreement shall commence no later than J une 1, 2014
and shall be completed by J uly 31, 2014, unless Authority grants a written extension of time as forth
in paragraph 2 above.

4. Compensation. Authority agrees to pay and Consultant agrees to accept as full and
fair consideration for the performance of this Agreement, a lump-sum payment as set forth in
Consultants Proposal (Exhibit C), in a total amount of __________________ ($_________).
Compensation under this Agreement shall become due and payable 30 days after Authoritys
approval of Consultants submission of a written invoice to the Authority Executive Director. Written
invoices shall include a copy of timesheets or invoices from sub-consultants. The payment of any
compensation to Consultant hereunder shall be contingent upon performance of the terms and
conditions of this Agreement to the satisfaction of the Authority. If Authority determines that the work
set forth in the written invoice has not been performed in accordance with the terms of this
Agreement, Authority shall not be responsible for payment until such time as the work has been
satisfactorily performed.

5. Additional Services. In the event that Authority should request services identified in
Exhibit C, or for additional services not covered by the terms of this Agreement, said services will be
provided by Consultant and paid for by Authority only after a fee for said services has been agreed
upon between Consultant and the Authority Executive Director, only after the Authority Director
provides written authorization for the additional work.

6. Meet and Confer. Consultant agrees to meet and confer with Authority or its agents or
employees with regard to services as set forth herein as may be required by Authority to insure
timely and adequate performance of this Agreement.

7. Indemnification. Consultant hereby agrees to the following indemnification clause:

8

To the fullest extent permitted by law (including, without limitation, California Civil Code
Sections 2782 and 2782.6), Consultant shall defend (with legal counsel reasonably acceptable to
the Authority), indemnify and hold harmless the Authority and its officers, designated agents,
departments, officials, representatives and employees (collectively "Indemnitees") from and against
claims, loss, cost, damage, injury expense and liability (including incidental and consequential
damages, court costs, reasonable attorneys' fees, litigation expenses and fees of expert
consultants or expert witnesses incurred in connection therewith and costs of investigation) to the
extent they arise out of, pertain to, or relate to, the negligence, recklessness, or willful misconduct
of Consultant, any Subconsultant, anyone directly or indirectly employed by them, or anyone that
they control (collectively "Liabilities"). Such obligations to defend, hold harmless and indemnify any
Indemnitee shall not apply to the extent that such Liabilities are caused in part by the negligence,
or willful misconduct of such Indemnitee.

Notwithstanding the provisions of the above paragraph, Consultant agrees to indemnify and
hold harmless the Authority from and against any and all claims, demands, defense costs, liability,
expense, or damages arising out of or in connection with damage to or loss of any property
belonging to Consultant or Consultant's employees, contractors, representatives, patrons, guests
or invitees.

Consultant further agrees to indemnify Authority for damage to or loss of Authority property to
the proportionate extent they arise out of Consultant's negligent performance of the work
associated with this agreement or to the proportionate extent they arise out of any negligent act or
omission of Consultant or any of Consultant's employees, agents, contractors, representatives,
patrons, guests or invitees; excepting such damage or loss arising out of the negligence of the
Authority.

8. Insurance. Consultant shall submit and maintain in full force all insurance as
described herein. Without altering or limiting Consultant's duty to indemnify, Consultant shall
maintain in effect throughout the term of this Agreement a policy or policies of insurance with the
following minimum limits of liability:
Commercial general liability insurance including but not limited to premises, personal injuries,
bodily injuries, products, and completed operations, with a combined single limit of not less
than $1,000,000 per occurrence and $2,000,000 in the aggregate.
Professional Liability Insurance: Consultant shall maintain in effect throughout the term of
this Agreement professional liability insurance with limits of not less than $1,000,000 per
claim and $2,000,000 in the aggregate. Consultant will either maintain or cause to be
maintained professional liability coverage in full force or obtain extended reporting (tail)
coverage (with the same liability limits) for at least three years following Authority's
acceptance of the work.
Commercial automobile liability insurance covering all automobiles, including owned, leased,
non-owned, and hired automobiles, used in providing services under this Agreement, with a
combined single limit of not less than $1,000,000 per occurrence.

Workers' Compensation Insurance: If Consultant employs others in the performance of this
Agreement,Consultant shall maintain workers' compensation insurance in accordance with
California Labor Code section 3700 and with a minimum of $100,000 per occurrence for
employer's liability.

Other Insurance Requirements

A. All insurance required under this Agreement must be written by an insurance
company either:

9

admitted to do business in California with a current A.M. Best rating of no less
than A:VI;
or

an insurance company with a current A.M. Best rating of no less than A: VII.

Exception may be made for the State Compensation Insurance Fund when not
specifically rated.

B. Each insurance policy required by this agreement shall be endorsed to state that
Monterey Peninsula Regional Water Authority shall be given notice in writing at
least thirty days in advance of any cancellation thereof, except 10-day notice for
nonpayment of the premium.

C. The general liability and auto policies shall:

Provide an endorsement naming the Authority, its officers, officials, and
employees as additional insureds under an ISO CG 20 10 07 04 or ISO 20 37 07
04 or their equivalent.
Provide that such insurance is primary and non-contributing insurance to any
insurance or self-insurance maintained by the Authority.
Contain a "Separation of Insureds" provision substantially equivalent
to that used in the ISO form CG 00 01 10 01 or their equivalent.

Provide for a waiver of any subrogation rights against the Authority via an
ISO CG 24 01 10 93 or its equivalent.

D. Prior to the start of work under this Agreement, Consultant shall file certificates of
insurance and endorsements evidencing the coverage required by this agreement
with the Authority. Consultant shall file a new or amended certificate of insurance
promptly after any change is made in any insurance policy which would alter the
information on the certificate then on file.

E. Neither the insurance requirements hereunder, nor acceptance or approval of
Consultants insurance, nor whether any claims are covered under any insurance,
shall in any way modify or change Consultants obligations under the
indemnification clause in this Agreement, which shall continue in full force and
effect. Notwithstanding the insurance requirements contained herein, Consultant
is financially liable for its indemnity obligations under this Agreement.

F. Any deductibles or self-insured retentions must be declared to and approved by
the Authority. At the option of the Authority, either: the insured shall reduce or
eliminate such deductibles or self-insured retentions as respects the Authority, its
officers, officials, employees and volunteers; or Consultant shall provide a financial
guarantee satisfactory to the Authority guaranteeing payment of losses and
related investigations, claim administration, and defense expenses.

9. Ownership of Work. Upon completion of the work under this Agreement, ownership,
and title to all materials and deliverables produced as part of this Agreement will automatically be
vested in the Authority and no further agreement will be necessary to transfer ownership to Authority.

10. Licensing. Consultant represents as follows: that it is experienced in the professional
services and a specialist in the work performed under this Agreement; is duly organized, existing
and in good standing under applicable state law; and is properly licensed and/or certified to perform

10

the work specified under this Agreement, including but not limited to possession of a current City of
Monterey business license, and will only employ persons and sub-consultants with all required
licenses and certifications.

11. Substitution of Consultant Personnel. The key personnel of Consultant or any sub-
consultants listed in Consultants proposal and assigned to perform the work under this Agreement
may not be substituted with or replaced by other personnel or sub-consultants without the advance
written consent of Authority.

12. Termination. Authority may terminate this Agreement upon ten days' written notice.
The amount of damages, if any, as a result of such termination may be decided by negotiations
between the parties or before a court of competent jurisdiction.

13. Agency. In performing the services specified under this Agreement, Consultant is
hereby deemed to be an independent Consultant and not an agent or employee of Authority.

14. Entire Agreement. This Agreement constitutes the entire Agreement between the
parties hereto and supersedes any and all prior agreements, whether oral or written, relating to the
subject matter thereof. Any modification of this Agreement will be effective only if it is in writing
signed by both parties hereto.

15. Validity. If any provision in this Agreement is held by a court of competent jurisdiction
to be invalid, void or unenforceable, the remaining provisions will continue in full force without being
impaired or invalidated in any way.

16. Assignment of Interest. The duties under this Agreement shall not be assignable,
delegable, or transferable without the prior written consent of Authority. Any such purported
assignment, delegation, or transfer shall constitute a material breach of this Agreement upon which
Authority may terminate this Agreement and be entitled to damages.

17. Conflict of Interest. Consultant hereby certifies that it does not now have, nor shall it
acquire, any financial or business interest that would conflict with the performance of services under
this Agreement.

18. Counterparts. This Agreement may be executed in multiple originals, each of which is
deemed to be an original, and may be signed in counterparts.

19. Laws. Consultant agrees that in the performance of this Agreement it will reasonably
comply with all applicable State, Federal and local laws and regulations. This Agreement shall be
governed by and construed in accordance with the laws of the State of California and the City of
Monterey.

20. Venue. Should either party to this agreement bring legal action against the other
(formal judicial proceeding, mediation, or arbitration) the venue for the matter shall be Monterey
County, California.

IN WITNESS WHEREOF, this Agreement is entered into by the parties hereto on the day and
year first above written in Monterey, California.

AUTHORITY CONSULTANT

__________________________ __________________________
Executive Director Consultant Name
PROPOSALFORSERVICES:ValueEngineering
MontereyPeninsulaWaterSupply
ProjectDesalinationInfrastructure
May2014
Preparedby
ValueManagementStrategies,Inc.
Exhibit 1-B
Date: May8,2014
MontereyPeninsulaRegionalWaterAuthority(MPRWA)
Attn:JamesM.Cullem,ExecutiveDirector
735PacificStreet
Monterey,CA93940
Subject:ValueEngineeringStudyProposalfor
MontereyPeninsulaWaterSupplyProjectDesalinationInfrastructure
ValueManagementStrategies,Inc.ispleasedtosubmitthisproposaltoconduct
a5dayValueEngineering(VE)studyfortheMontereyPeninsulaWaterSupply
Project(MPWSP)DesalinationInfrastructure.PertheRequestforProposal
scopeofserviceswereceivedonApril17,2014,thefollowinginformationis
respectfullyenclosedintheattacheddocument:
Understandingofthescopeofwork,withproposeddeliveryschedule
QualificationsandexperienceofproposedVEfacilitatorandteam
Briefbiographiesoftheproposedpersonnel
Alumpsumfeeproposalissubmittedunderseparatecoverfromthis
technicalproposal
WeproposeMarkWatson,PE,CVSLife,PMPtofacilitatetheVEworkshopanda
highlyexperiencedteamofsubjectmatterexpertsfromHDRtoperformthis
study.Weareconfidentthattheproposedteamwillprovidethehighestlevelof
serviceduringthisVEstudytoensuretheobjectivesareachieved,resultingin
optimalprojectfunctionalityandperformance.
IamtheVMSofficerauthorizedtonegotiatethiscontractonbehalfofVMS,Inc.
Thankyouforyourconsiderationofourproposal.Welookforwardtoworking
withyou.
Sincerely,
VALUEMANAGEMENTSTRATEGIES,INC.
RobertBStewart,CVSLife,FSAVE,PMP,PMIRMP
President
ValueLeadership
CORPORATEOFFICE:
900CanterburyPlace
Suite330
Escondido,CA92025
T:7607415518
F:7607415617
Portland,OR
T:5039579642
GrandJunction,CO
T:9702425531
Bothell,WA
T:2067063055
Merriam,KS
T:8162060067
Sacramento,CA
T:9162249812
Chicago,IL
T:7027556876
LasVegas,NV
T:7203084205
Proposal to Provide Value Engineering Services Value Management Strategies, Inc.
ValueManagementStrategies,Inc.
7607415518www.vmsinc.com
TableofContents
1. IntroductionandFirmOverview.........................................................................................1
1.1 Introduction
1.2 ValueManagementStrategies,Inc.FirmInformation
2. UnderstandingofScopeofWork........................................................................................2
3. ProposedMethodologyandDeliverySchedule..................................................................2
3.1 VEStudyWorkPlan
3.2 VEWorkshopMethodology
3.3 VEStudyAreasofFocus
3.4 DeliverySchedule
4. QualificationsandExperience.............................................................................................7
4.1 TeamQualifications
4.2 RelevantProjectExamples/Experience
5. BiographiesofKeyPersonnel............................................................................................10
5.1 VETeamLeader:ValueManagementStrategies,Inc.
5.2 VETeamMembers:HDREngineering,Inc.
6. References.........................................................................................................................12
6.1ProjectReferencesandReviews
6.2Firm/TeamLeaderReferences
7. OtherConsiderations.........................................................................................................13
7.1 QualityAssurance
7.2 CostControl

MontereyPeninsulaWaterSupplyProjectDesalinationInfrastructure 1
1.0 INTRODUCTIONANDFIRMOVERVIEW
1.1 Introduction
ValueManagementStrategies,Inc.(VMS)ispleasedtosubmitthisproposalforthefacilitationofa5day
ValueEngineering(VE)workshopontheMontereyPeninsulaWaterSupplyProjectDesalination
InfrastructurefortheCaliforniaAmericanWaterCompany(CAW)andtheMontereyPeninsulaRegional
WaterAuthority(MPRWA).
ForthiscontractwehaveteamedwithHDREngineering,Inc.toprovidethetechnicaldepthnecessaryto
successfullycompletetherequestedVEeffort.TheindividualsselectedforthisVEstudyincludesome
ofthemostexperienceddesignandconstructionpersonnelavailableintheindustrytoday.Inaddition,
ourteamhasexperienceworkingwithandforMPRWAonValueEngineering/ConstructabilityReview
workshops,ProjectCostandScheduleEstimatingassignments,and/orProjectDesign.
WhileVMSunderstandsthepotentialbenefitofbringingtogetherdiverseexperienceandperspectives,
thesynergyaffordedbybuildingateamofHDRsubjectmatterexpertsfaroutweighsanybenefitsof
buildingateamfromdifferentfirms.AmajorchallengethatoftenfacesVEteamsnotaccustomedto
workingtogetheristhetimeittakesduringthestudytobuildfamiliarity,strongcommunicationanda
goodworkingrelationshipamongallteammembers.Thisissueisentirelyeliminated,fortheproposed
teamoftechnicalexpertsfromHDRisfamiliarnotonlywiththistypeofworkingeneralandMPRWA
projectsspecifically,butalsowithmunicipalagenciesinthestateofCalifornia,andworkingtogetheras
ateam.AlloftheirenergyandeffortwillbefocuseddirectlyonthegoalsandobjectivesoftheVEeffort
ratherthananyteambuildingtypicallyneededtogetuptospeed.VMShasobservedthatthemost
successfulVEstudiesandgreatestresultsaregenerallyachievedbyteamsofhighlyexperiencedsubject
matterexpertswhohaveworkedtogetherbefore,andenjoydoingso.Itisforthesereasonswe
selectedtheHDRteam,andlookforwardtosharingtheirexperienceandstrongworkingrelationship
withyou.
Specialattentionwasgiventoensuretheselectedteammembershaveexperiencewiththistypeof
project,withparticularemphasisondesignandconstructionexpertiseinwatertreatmentfacilitiesand
seawaterdesalination,inclusiveofpriorexperienceconductingsimilarvalueengineeringreviews.We
believeourteamisespeciallyqualifiedtoprovidethetypeofvalueoptimizationneededtomakethisa
successfulworkshopintermsofmeetingthestatedobjectivesofoptimizingprojectperformancewhile
balancingcost,andschedule;improvingprojectvalue;reviewthe30%designforpotentialissuesrelated
toconstructability,durability,adaptability,operability,safetyandmaintainability;identifyingsolutions
thatenhancetheprojectssustainabilityprofile,andreducingrisk.Additionalobjectivesidentified
duringtheprestudyphaseoftheworkshopwillbeincorporatedintotheprocesstoprovidethemost
comprehensivevalueengineeringeffortpossible.
1.2 ValueManagementStrategies,Inc.FirmInformation
VMSwasfoundedin1990,andisacertifiedsmallbusinessbasedinSanDiegoCounty,California.VMSis
structuredtoaddressthespecificandlocalizedneedsofourclients,andtomanage,plan,coordinate,
conductanddocumentcomprehensivevaluebasedservices.Wespecializeintheapplicationand
facilitationofValueAnalysisandValueEngineering,ConstructabilityReviews,RiskAssessmentand
Management,QuantitativeModelingandAnalysis,andTraininginordertoassistclientsintheirgoalsof
successfullydeliveringtheirprojectsandprograms.VMSteamleadershavefacilitatedover3,000value
focusedstudiesandreceiveexcellentfeedback,resultinginmanylongstandingclientrelationships.

Althoughasmallbusiness,VMSisthelargestandmostexperiencedVEfirminthecountrywith15
employees,9ofwhomareCertifiedValueSpecialists.Todaywefacilitateover200valuefocused
workshopseveryyearfororganizationsaroundtheworldonawiderangeofprojects.
2.0 UNDERSTANDINGOFSCOPEOFWORK
VMSteamleadersapplytheirfocusandeffortonthefacilitationofstudiesusingthesameVEprocessoutlined
inMPRWAsRFPscopeofservices.TheVEJobPlandefinedbySAVEInternationalandthespecifictoolsand
techniquesimplementedbyVMSrepresentatestedandprovenmethodologythatwillleadthestakeholders
andprojectteamtowardthestatedobjectivesinanefficient,professionalandenjoyablemanner.
Accesstothefollowingdocuments(listedintheRFP),willproveinvaluabletotheVEteamseffortandwill
supportthestudysrelevanceandultimatesuccess:
Preliminarysiteplans
Floorplans
Elevations
Geotechnicalreport
Schematicsfortheprocess,treatmentresidualshandlingandchemicalsystems
Preliminarycostestimate
Energyconsumptionmodel
Withsubmissionofthisproposal,VMSacknowledgesitsunderstandingoftheobjectives,expectationsand
timelinesstatedfortherequested40hourVEeffort.VMStakesprideinworkingwitheachofourclientsto
providethehighestqualityofworkinaflexibleandefficientmannertomeettheneedsofeachproject.The
requestedstudydatesofJune2327,2014areeasilyaccommodatedbytheproposedCVSfacilitatorandVE
teammembers,asisthetimelinesetforthforthedeliverablesubmittalsincludingthepreliminaryandfinalVE
reports.
3.0 PROPOSEDMETHODOLOGYANDDELIVERYSCHEDULE
3.1 VEStudyWorkPlan
Baseduponourextensiveexperienceconductingsimilardesignandtechnicalreviewservices,VMS
believesthatthemosteffectivewaytoorganizeandconductthisVEstudywillbetofollowtheValue
MethodologyJobPlan.UsingthecoreprinciplesoftheValueMethodology,theprocesswouldconsistof
thefollowingelements:
Amultidisciplinaryteamofengineers,sustainabilityexperts,stakeholdersandowner
representativesadministeredbyaCertifiedValueSpecialist(CVS).
Athoroughpresentationbyprojectmanagementandthedesignteamoutliningspecificissues
andconcernsrelatingtotheprojectsdesignandconstruction.
Asystematicreviewoftheprojects30%plans,costestimate,andenergyconsumptionmodels
bytheVEteamutilizingasystematicanalysisprocessandasystemofchecklistsandformsto
documentrecommendations.
AformalpresentationoftheVEteamsrecommendationstoprojectmanagementandthe
designteam,andadiscussionofthesefindings.
PreliminaryandFinalReportsdocumentingtheresultsofthestudyincludingtheVEteams
recommendations,theanalysesperformedduringtheworkshop,supportingdocumentation.

AsnotedintheRFPScopeofWork,theVEeffortwillconsistofa5dayworkshop.Thefirstdaywill
includeaworkshopkickoffmeetingtoincludetheVEteammembers,CAWprojectrepresentativesand
designteammembersatorneartheprojectsite,andasitevisit.Thestudywillcontinuewithadditional
informationgathering,functionanalysis,creativity,evaluationanddevelopmentofVEalternatives,prior
toaformaloutbriefheldthefinaldayoftheworkshop.TheoutbriefpresentationwillprovideMPRWA
andtheirdesignconsultantsanoverviewoftheVEteamsfindingsandprovideanarenafordiscussion
toclarifyanyoftheconceptspriortopublishingthePreliminaryVEreport.
Animplementationmeetingwillbescheduledat/aftertheendoftheVEworkshoptosupportdecision
makingandimplementationactivities,aswellastodocumentanyadditionalcommentsorresultsofthe
study.FeedbackanddecisionsfromthisimplementationmeetingwillbeincorporatedintotheFinal
ValueEngineeringReport,indicatingcompletionoftheproject.Furtherdetailsofeachstepofthe
processareincludedinthefollowingsection.
3.2 VEWorkshopMethodology
VMSproposestoutilizethetools,techniques,andjobplanfromtheValueMethodologyandSAVE
InternationalbestpracticesasaguideandformatfortheVEworkshop.Themethodologytobe
employedwillutilizeafunctionbasedsystemthatquicklyfocusesteamsonatask,facilitates
communication,buildsconsensusandachievesresultsintheoptimizationoftheprojectwithrespectto
functionalperformance,initialcost,lifecyclecost,anddurationforconstructiondelivery.
Thedirectandactiveinvolvementoftheprojectsstakeholdersisatthecoreofthisprocess.TheVE
teamleaderwillguidestakeholdersthroughthemethodology,usingthepoweroftheprocesstodistill
subjectivethoughtintoobjectivelanguagethateveryonecanrelatetoandunderstand.Thedialogthat
developsthenformsthebasisfortheVEteamsunderstandingoftherequirementsoftheprojectand
towhatdegreethecurrentdesignconceptismeetingthoserequirements.Fromthisbaseline,theVE
teamcanfocusonidentifyingissueswiththecurrentdesignandperhapsidentifyalternativeconcepts
thatwillquantifybothperformanceandcost,contributingtoanimprovedprojectvalue.
OurapproachtoperformingaVEstudyyieldsthefollowingbenefits:
Buildsconsensusamongprojectstakeholders(especiallythoseholdingconflictingviews)
Supportsabetterunderstandingofaprojectsgoalsandobjectives
Developsabaselineunderstandingofhowtheprojectmeetsperformancegoalsandobjectives
IdentifiesareaswhereprojectperformancecanbeimprovedthroughtheVEprocess
Developandunderstandtherelationshipbetweenperformanceandcostindeterminingvalue
Usesvalueasthetruemeasurementforselectingtheoptimaldesignconcept
ThefollowingnarrativeprovidesanoverviewofthespecificactivitiesproposedfortheVEworkshop.
PreStudy
MeaningfulandmeasurableresultsaredirectlyrelatedtotheworkperformedpriortotheVEworkshop.
Allorpartofthefollowinginformationwillbedeterminedduringtheprestudyphase:
Cleardefinitionofthecurrentsituationandstudyobjectives
IdentificationofVEteammembersandprojectstakeholders
Definitionofhowstakeholdersareimpactedbytheproject
Identificationofkeyissuesandconcerns
Identificationofcriteriatobeusedforevaluationofprojectperformance
GatherprojectdataanddistributetoVEteammembers

InpreparationfortheVEworkshop,theteamleader(CVS)willmeetwithMPRWAandstakeholdersto
confirmandfinalizetheworkshopprocessandagenda,initiatedatagathering,refineworkshopscope
andobjectives,coordinatewiththeVEteammembers,andfinalizestudyplans.Followingtheinitial
planningmeeting,theteamleaderwillreviewthedatacollectedfortheprojectanddevelopacost
model.Theteamleaderwillalsoconsultwiththetechnicalspecialiststopreparethemforthe
workshop.
VEWorkshop(Study)
VMSproposesa7phaseJobPlanforthisVEstudy.Theelementsandactivitiesconductedduringthe
studywillinclude:Informationphase,FunctionAnalysisphase,Creativephase,Evaluationphase,
DevelopmentphaseandPresentationphase,followedbyImplementation.
1. InformationPhase:AtthebeginningoftheVEstudy,thebackgroundanddecisionsthathave
influencedthedevelopmentoftheprojectorprocessarereviewed.TheVEstudybeginswitha
meetingwithrepresentativesofthestakeholderagencies.Analysisoftheprojectproceedsbasedon
thedataprovided.Theanalysisincludesreviewingthecostmodel(s)andbecomingfamiliarwiththe
issuesandconstraintscommunicatedbythestakeholders.Eachofthefocusareasidentifiedinthe
previoussectionwillbediscussed,andspecificcommentsandrecommendationswillberecorded.
2. FunctionAnalysisPhase:Developmentofthefunctionalrequirementsofaprojectarekeyto
assuringastakeholderthattheprojectwillmeetthestatedcriteria.Theanalysisofthesefunctions
intermsofactualcostisaprimaryelementinaVEworkshop.AFunctionAnalysisSystemTechnique
(FAST)diagramisdevelopedtohelptheteambetterunderstandthefunctionalrelationshipsofthe
project.CostandperformancearerelatedtotheprojectfunctionsontheFASTdiagramtodirectthe
teamtothefunctionswheretheyshouldfocustheirefforts.
3. CreativePhase:Duringthisphase,theVEteamgeneratesasmanyideasaspossibletoprovidethe
necessaryfunctionsfortheprojectandmeetthecriteriaidentified.Judgmentoftheideasisnot
permittedduringthisphase,andallideasarerecorded.
4. EvaluationPhase:TheVEteamevaluateseachideawithrespecttothefunctionsandevaluation
criteria.EachideaisevaluatedagainstthespecificperformancecriteriaestablishedbyMPRWA
duringtheInformationPhase.Onceeachideaisfullyevaluated,theideaisrankedbaseduponthe
teamsconcurrenceofitssignificancetoprioritizethedevelopmentoftheideas.
5. DevelopmentPhase:Duringthedevelopmentphase,eachideadeemedworthyofadditional
considerationisexpandedanddocumentedonVEAlternativeforms.Eachrecommendationis
documentedwithabriefnarrativetocompareitwiththeoriginalconcept,includingsketches,
discussionofperformanceandrisk,andcostcomparisonsasapplicable.
6. PresentationPhase:ThefinalstepoftheVEstudyisaformalpresentationofthestudysresultsto
theprojectstakeholders.ThiswillprovideMPRWAanopportunitytopreviewtherecommendations
developedbytheVEteambeforethePreliminaryVEReportispublished.
7. WrittenReports&ImplementationPhase:FollowingthecompletionoftheVEstudy,theteam
leadercompilestheinformationdevelopedduringtheVEstudyintoaPreliminaryReport.This
reportdocumentsallrecommendations,andwillbeprovidedtoMPRWAunderthestated
deliverabletimeline.ThereportincludesanExecutiveSummary,detaileddescriptionsofeach
recommendation,andallsupportingdocumentation.

OncethePreliminaryReportreviewiscompleteandcommentsarereceivedfromMPRWA,the
reportiseditedtoreflectthecommentsandanyimplementationdecisions,andisreissuedasthe
DraftFinalVEStudyReport.Furthercomments,editsandfeedbackwillbeaddressedpriorto
publicationanddeliveryoftheFinalVEStudyReportasindicatedintheRFP.
3.3 VEStudyAreasofFocus
ThefollowingparagraphsidentifysomeoftheareasthatVMSbelievesmayrequirespecialattention
withrespecttotheMPWSPVEeffort.AdditionalelementswilllikelybeidentifiedduringtheVE
workshop;thelistbelowillustratestopicswewillcovertoensureathoroughreviewoftheproject.
1. DesignConceptEnhancements:Identificationofchangestotheprojectdesignthatwill
improve/enhancetheessentialfunctionsandconcept(s)atalowerinitialcapitalcostorlifecycle
costasproposedinthedesigndocuments.
2. OperationsandMaintenance:Reviewofthedesignconcepttoidentifytheoptimalconfiguration
thatbestrepresentsidealoperability,reliability,maintainability,andpersonnelsafety.
3. DesignConceptValidation:Reviewofthebaselinedesignconceptforvalidationoftheeffectiveness
ofthedesigninensuringitrepresentsthemostefficientcombinationofcost,performance,and
reliability.
4. NewAlternatives:Identificationofnewfunctionalapproachestooptimizingtheessentialfunctions
oftheproject,solvingissues,andmeetingthegoalssetforthfortheprojectforthebestoverall
value,includingincorporationofthelatesttechnologiesandadvancements.
5. SustainabilityAssessment:Reviewandvalidationoftheprojectforidentificationofopportunitiesto
attainanEnhancedlevel(equivalenttoSilver)ofsustainabledesignundertheEnvisionrating
systemoftheInstituteforSustainableInfrastructure.IdentificationofopportunitiestoattainaSilver
awardlevelofdesignundertheUSGreenBuildingCouncilLEEDRatingsystem.
6. ArchitecturalComposition:Suggestionsthatwillalignthedesignofthefacilityintermsofoptimal
functionalperformanceandoperationsandaestheticpresencewiththeenvironmentandlocation.
7. FutureDesignConsiderations:Recommendationstothedesignerregardingspecificideas,
components,details,materialsorproductsthatshouldbeconsideredasthedesignprogresses.
8. Staging/Access:Assessmentofwhetheradequatespaceandfacilitiesareavailabletostagethe
projectincludingtheprovisionofutilities,andifaccesstothesitewillberestrictedwithalternatives
providedtomaketheflowoflabor,equipmentandmaterialsmoreefficient.
9. EnvironmentalImpacts:Areviewoftheprojectsenvironmentalimpactstoassurethatthe
constructionprocesscanmeettherequirementsoftheEIRpermittingagencydemands,defining
alternativesthatwilladdressandsupportconflictresolution.
10. ConstructionImpacts:Ideaspromotedtominimizeoreliminateimpactsofconstructiononthe
existingstreambedorexistingfacilitiesandinfrastructure.Thisareawillalsoconsidertemporary
environmentalconditionsrelatedtoconstructionactivities.
11. CostControl:Nottobeconfusedwithcostcutting,thisareawillfocusonmaintainingthedesired
budgetorprovideamorecosteffectivewaytoachievethesamedesignobjectives.Thisincludesa

cursoryassessmentofthecostestimatefortheselectedalternative.
12. ScheduleControl:Recognizingtimelycompletionisimportantrelativetooverallriskreduction,this
areawillfocusonthepotentialtomeettheprojectscheduledeadlinesorthepossibilityof
completingtheprojectaheadofschedule.
13. AdditionalConstructabilityIssues:Suggestionsregardingprojectconstruction,atafeasibilitylevel,
thatwillassessspecificareasofconstructiondifficulty.Keysubjectsinclude:
Reducingtotalconstructiontimebycreatingconditionsthatmaximizethepotentialfor
concurrent(ratherthansequential)construction,whileminimizingworkandwastedtime.
Reducingworkhourrequirementsbycreatingconditionsthatpromotebetterproductivityor
creatingdesignsthatdemandlesslabor,minimizingtheneedforhighcostspecialequipment.
Reducingpotentialchangeorders,workdelaysandaddedcostsbycheckingthedrawingsand
specificationsfordimensioningerrors,omissionofnecessarydetail,interdisciplinaryconflicts,etc.
Identifyingtheappropriatenessoftheprojectsconstructioninstallationtechnology,
methodologyandmaterials.
Identifyingprojectspecificissues,theirprobableconsequences,andproposedmitigation
recommendations.
14. RiskAnalysis:Giventhepotentialprojectcomplexitiesrelativetotechnicaldesignissues,
environmentalandpermittingissues,andconstructionissues,VMSproposestoconducta
QualitativeRiskAnalysisoftheprojectduringtheVEworkshop.ThroughitsRiskAssessmenttools
andtechniques,VMSwillworkwithprojectstakeholderstoidentifyandprioritizethoserisksmost
inneedofproactiveresponseandmanagement.Thisallowsissuesthatmayotherwiseresultin
significantimpactstobeaddressedbydevelopingproactiveriskresponsestrategiesandactionplans
tominimizethreats,maximizeopportunities,andoptimizetherelationshipsofprojectandprogram
performance,cost,andtime.
3.4 DeliverySchedule
VMSteamleadersareequippedwiththeexperienceandtoolstoquicklytransformtheproject
information,analysesperformedandtheelectronicorhandwrittencontentdevelopedduringaVE
studyintocomprehensive,professionalqualityVEreports.VMSsupportstaffassistteamleadersin
documentingtheresultsofeachstudytoensurethereportsbeingdeliveredarepolished,easyto
navigateandarriveontime.VMSpracticesahighlyeffectiveQA/QCproceduretoensurethecontent
andformatofeachprojectsdeliverablesareproducedquickly,consistentlyandaccurately.
TheVEstudyiscurrentlyscheduledfortheweekofJune2327,2014.ThePreliminaryVEReportwillbe
submittedperRFPrequest,three(3)daysfollowingcompletionoftheworkshop,onJune30,2014.An
implementationmeetingwillbescheduledafterthedesiredreviewperiod,atwhichpointVMSwill
consolidateandincorporateallcommentsanddecisions.TheFinalVEReportwillbeissuedwithin14
daysofreceiptofcommentsandconfirmationfromtheprojectmanagerthatnofurthercommentsor
changesareanticipated.
VMSproposestodeliverthePreliminaryandFinalVEreportsinelectronic(PDF)formatviaemailbyor
beforethedeadlinesstatedabove.Hardcopydeliveryofprintedreports(6copies)andCDs(2copies)
foreachsubmittalcantypicallybeexpected23businessdaysfollowingtheemailsubmittalduetothe
lengthoftimerequiredtoproduceandshiphardcopiestotheMPRWAoffice(s).

4.0 QUALIFICATIONSANDEXPERIENCE
4.1 TeamQualifications
Asstatedpreviouslyinthisproposal,VMSisthelargestpurevalueconsultingfirminthecountry.VMS
specializesintheapplicationofValueAnalysisandValueEngineering,BusinessProcessImprovement,
DecisionAnalysisProcesses,RiskAssessmentandManagement,QuantitativeModelingandAnalysis,
andTraininginordertoassistclientsintheirgoalofmakingsounddecisionsandgettingthemostoutof
theirprojectsandprograms.With9fulltimeCertifiedValueSpecialistfacilitatorsonstaff,VMShas
conductedover3,000studiesduringits24yearsofprovidingvalueservices.
VMShasprovidedVMservicesforamultitudeoflocal,state,regional,andfederalgovernment
agencies.Typesofprojectsincludeplanninganddesignofwater/wastewatertreatment,healthcare
facilities,offices,andadministrativebuildings;planning,design,andimplementationoftransportation
andtransitfacilitiesandsystems;recreationalfacilities;equipmentandmaintenancefacilities;housing;
firestations;andanarrayofotherprojects.Asaresultofourinvolvementwithnumerousprojectsfor
variousgovernmentandlocalagencies,VMShasdevelopedathoroughunderstandingoffederal/state
governmentregulations,constructionmethods,andcoordinationrequirements.
Finally,ourlonghistoryandtrackrecordofbuildingsuccessfulVEteamsprovidesVMSaccesstosome
ofthemostexperiencedandsoughtafterconsultantsinthevariousengineeringdisciplines.Basedona
wealthofexperienceworkingonregionalwaterauthorityprojectsandwithgovernmentagenciesinthe
stateofCalifornia,theproposedteammembersfromHDREngineering,Inc.areseasonedveteranswith
extensiveexperiencedesigning,optimizingandconstructingsimilarprojects.Thefollowingteam
membersareproposedforthisVEeffort:
ProposedRole NameandCredentials
CVSTeamLeader/Facilitator MarkWatson,P.E.,CVSLife,PMP
Civil/StructuralEngineer OmidTavangar,P.E.
Architect&LEEDCertifiedEvaluator MichaelLambert,R.A.,LEEDGreenAssociate
Electrical/Instrumentation&ControlsEngineer BillEttlich,P.E.
OperationandMaintenanceExpert CraigClose,P.E.
ENVISIONEvaluator,HDRProjectManager DaveReardon,P.E.,ENVSP
VMSstrivestoprovidethemostcosteffectivemeansofdeliveryvalueimprovingservicestoourclients.
Asaresult,pleasenotethatsomeoftherequestedroles/teammembersforthisVEstudyhavebeen
consolidated.Thishasbeendonewiththeintenttoprovidetheproperexperienceinthemost
streamlinedandcosteffectivemannerpossible.Withtheparticipationofadditionalstakeholder
personnelbeingprovidedbyCAWasstatedintheRFPscopeofservices,theteammembersproposed
hereinprovidethenecessarylevelofexperienceandexpertiserequiredforthesuccessofthisstudy.
4.2 RelevantProjectExamples/Experience
ThefollowingprojectsrepresentasmallsamplingofrelevantVEandwater/wastewaterproject
optimizationeffortstheproposedVEteamhasfacilitatedorparticipatedoninthestateofCalifornia.
JosephJensenWaterTreatmentPlantSolidsDewateringFacilityandLagoons,GranadaHillsMark
WatsonfacilitatedtheVEstudy,foraprojecttoconstructamechanicaldewateringfacilitywithbelt
presses,conveyors,andacakestoragearea,aswellasaseriesoflagoonsforairdryingsolids.These
facilitieswillallowLAMWDtoreliablyprocesssolidsatallanticipatedproductionrates,whilecomplying

withwaterqualityregulationsandexistingpermitconditions.Theestimatedcost,includingallmarkups
andcontingencies,is$22,740,000forContractNo.1and$13,130,000forContractNo.2.
TheobjectivesoftheVEstudyweretoreviewthedesignrelativetoprojectpurposeandneedtoidentify
moreeconomicalalternativesinprovidinganewsoliddewateringfacilityandlagoons;andtodevelop
VEalternativesthatimproveaspectsofthesolidsprocessingbyeitherreducingcostorimproving
performance.
TheVEteam,throughtheapplicationoffunctionanalysisandcostmodeling,evaluatedthebaseline
concept.TheVEteamobservedthattherewereopportunitiesforsignificantcostsavingsbyrelocating
theBeltPressBuildingtolocationsofbettersoilsandawayfromthesightlinebetweenthe
Administration/ControlBuildingandlagoons.Further,giventherelativelyhighcostsrelatedtothesoil
remediationmeasures,theVEteamfocusedonidentifyingothermethodsthatresultinreducedcosts
andimpacts,reducedschedule,andreducedriskofmovementanddamageduringanearthquakeevent.
Further,theVEteamfocusedonthedewateringprocessitselftoidentifyalternativesthatmaximize
passivemeansofreducingthewatercontentofthesolidsandsimplifyingtheremovalofthethickened
solids.Finally,theVEteamfocusedontheconstructionscheduleandcontractpackagingtoreducerisks
andcoordinationissuesofearlycriticalpathitemsandmultipleconstructioncontractors.TheVEteam
developed12alternativesforimprovementoftheproject,7ofwhichwillbeconsideredfor
implementationwhenthedesignreachestheappropriatephase.Ifallalternativesareacceptedas
proposedasavingsofnearlyof$20millionmayberealized.
SeasideOzoneTreatmentFacility,MontereyThe$3.2millionconstructionimprovementstothe
SeasideOzoneTreatmentFacilitycompletedin1964.TheMPWMDimposedabuildingmoratoriumin
1992citingthelackofwatersupplyontheMontereyPeninsula.Althoughitwasapoliticalmove
attemptingtogainsupportfortheproposedNewLosPadresDam,itactuallycausedapublicbacklash
towardsMPWMDandCalAm.CalAmagaintookaleadershiprolebydiscovering"new"groundwaterin
theNorthernCoastalAquiferinnortheastSeasidealongtheFortOrdborder.Anew2500gpmwellwas
constructedtoproduce2000afyofadditionalwatersupplyforthePeninsulacommunities.The
MPWMDBoardapprovedonlya1000afyallocationandtiedtheliftingofthebuildingmoratoriumwith
thestartupofthenewwell.However,thenewParaltawellhadhighlevelsofhydrogensulfideandwas
constructedonasmallresidentialbuildinglot,insufficienttobuildanytreatment.
CraigClosewasresponsibleforfindingasolutionandconstructingafacilityimmediatelytoavoidpublic
criticism.Heevaluatedbothhydrogenperoxideandozonetreatmentprocesses,sinceusingGAC
pressurefilterswasnotfeasibledueeconomic,spacelimitations,andbackwashwastedisposal
problemscreatedbythehighH2Sconcentrations.Aninlinetreatmentprocesswasconsideredthebest
solution.Thehydrogenperoxideprocesswaseliminatedduetothelargequantitiesofchemicalsneeded
andthelongcontacttimenecessaryforthechemicalreactiontoconverttheH2Stosulfate.Therefore,a
5mgdozonetreatmentplantwasconstructedatCalAm'sOrdGrovewellsite,treatingboththeParalta
andOrdGrovewells.Two60lb/dayozonegeneratorswereusedtosupplyozonetotheinjectors30
feetupstreamofthefacilityina24inchheaderpiperoutedthroughthechemicalcontainmentareaof
thetreatmentbuilding.Zincorthophosphateforcorrosionprotectionandsodiumhypochloriteforpost
disinfectionusedatthefacility.Theozonetreatedwaterwouldthengothroughanozonedestructunit
priortoenteringthe0.5MGOrdGrovetanklocatedadjacenttothetreatmentbuilding.Finishedwater
wasthenpumpedoutofthestoragetankintothedistributionsystemviathreesubmersiblecanpumps.
Thefullyautomatedtreatmentfacilitywentonlineinearly1994.TheSeasideOzoneTreatmentFacility
wasthefirstozonefacilityintheAmericanWaterSystem.

VE,DesignDocumentQA/QC,andCostEstimatingforSacramentoRiverandE.A.FairbairnWater
TreatmentPlantsRehabilitationProjects,CityofSacramentoOmidTavangar,P.E.andBillEttlich,P.E.
ofHDRprovidedtheStructuralandElectricalengineeringservicesforaVEstudy,designdocument
QA/QC,andcostestimatingservicesforrehabilitationupgradestothecitystwosurfacewater
treatmentplantstoreplaceagingfacilitiesandprovidenewsolidshandling.Improvementstothe160
mgdSacramentoRiverWaterTreatmentPlantwerevaluedat$145millionandincludedanew80mgd
flocculation/sedimentationbasinwithmixers,eightnewdualmedialfilters,retrofitoftheexistingfilter
wastewashwaterbasinswithmechanicalsludgecollectionsystemandlarger2,500gpmpumpswith
variablefrequencydrives(VFDs),sludgelagoons,twothickeners,newtwostorydewateringbuilding
with1,200poundperhourcentrifugeswithconveyor,pavedsludgedryingareaintheearthenlagoon,
replacementofthetreatedwaterpumpingstationwithahighservicepumpingstationwithfour600hp
verticalturbinepumps.
Improvementstothe200mgdE.A.FairbairnWaterTreatmentPlantwerevaluedat$16millionand
includedretrofitofmechanicalsludgecollectionsystems,twosludgethickeners,anewsinglestory,
6,000squarefootdewateringbuildingwithtwo1,200poundperhourcentrifugesandconveyor,
expansionofthechlorinegasfeedsystem,andanewmediumvoltagetransformer.
SoscolWaterRecyclingPlantVEStudy,NapaSanitationDistrict,NapaDaveReardonparticipatedas
sustainabilityexpertandfacilitiesoptimizationconsultantforaVEworkshoptoreviewthe100percent
contractdocumentsandconstructiondrawingsforthe11.8mgdSoscolWaterReclamationFacility
design,aswellasawetlandsfacilityforthetreatmentofprimaryeffluent.TheVEteamwascalledin
afterthis$55millionprojectwasbidoverbudget.AreasoftheVEstudyincludedheadworks,primary
clarifiers,aerationbasins,secondaryclarifiers,effluentfiltration,chlorinedisinfection,reclaimedwater
pumpingstation,dissolvedairflotation(DAF)thickening,anaerobicdigestion(eggshaped)beltpress
dewatering,supportfacilities,yardpiping,andelectrical/instrumentationsystems.Generated156
alternativeideasandevaluated51indetail.Despitesevereconstraintsplacedonchangesformanyof
thekeyprocesses,39ideaswererecommendedforconsiderationbytheowneranddesignengineer
thatrepresentedsavingsofover$5million.
LodiSurfaceWaterTreatmentFacility,CityofLodiHDRistheDesignerandArchitectofRecordforthe
city'snew11.5mgdsurfacewatertreatmentplant,whichincludesrawwaterpumpingstation,
sedimentationbasinfollowedbyautomaticstrainersforpretreatment,8mgdPallMicrozapressure
membranesystem,chemicalanddisinfectionsystems,platesettlersforresidualhandling,stormdrain
system,10mgd(25mgdbuildout)highservicepumpingstationwithendsuctioncentrifugalpumpsand
CMUbuilding,3milliongallon(MG)prestressedconcretetank,watertransmissionmain,modifications
of26groundwaterwells,operationsbuilding,chemicalbulding,andcorrosioncontrol.Thearchitecture
ofthisplantwasinspiredfromlocalresidentialneighborhoods.Craftsmaninspireddetailingof
raftertails,windowproportionsandtrellisfeaturescontributetotheresidentialtheme.Materialsused
werecontemporary;examplesbeingstandingseammetalroof,concretemasonry,andcompositewood
panels,butincorporatedintotraditionalforms.Therearefourbuildingstotalinthisplant:
Administration,chemical,highservicepumpingstation,andrawwaterpumpingstation.Therawwater
pumpingstationisastandalonebuildingonaseparatelotclosertotheintakesource.Itislocatedjust
outsideahistoricdistrictinWoodbridge,California,whereatleasttwobuildingsareontheNational
RegisterofHistoricPlaces.

5.0 BIOGRAPHIESOFKEYPERSONNEL
5.1 VETeamLeader:ValueManagementStrategies,Inc.
CVSFacilitatorMarkWatson,P.E.,CVSLife,PMP
MARKWATSONisaregisteredProfessionalEngineer,CertifiedValueSpecialist(Life),andProject
ManagementProfessional.HehasadegreeinGeologicalEngineeringfromtheUniversityofMissouri
Rolla(nowtheMissouriUniversityofScienceandTechnology).Mark'sexperienceincludes15yearsof
facilitatingvaluestudiesonawidearrayofprojectsthatcoverthegambitofthedesignandconstruction
industry.Hehasconductedover200valueanalysis,valueengineering,andvalueplanningstudieson
water/wastewaterfacilities,roads,bridges,transitfacilities,airportfacilities,anddrainagefacilities,as
wellasbuildingsforeducation,healthcare,prisons,U.S.military,andU.S.embassyandconsulate
operations.Thesizeoftheseprojectsandprogramshasrangedfromafewhundredthousanddollarsin
capitalcoststoashighas$6billion.Markhasfacilitatedworkshopsonprojectsinallstagesofdesign
fromtheschematic/planningstageto100%complete.
OneofMarksparticularspecialtiesisthefacilitationoflarge,diversegroups.Overthecourseofhis
career,hehashadtheopportunitytofacilitateteamsrangingfromsmall,technicallyfocused
participantstolarge,managementbasedparticipantstoteamsofmultiplestakeholderswithmultiple
technicalbackgroundsandobjectives.Markhasdevelopedabroadrangeoffacilitationtechniquesthat
allowhimtoadapthisstyleandapproachtosupportthedynamicsofthegroupbeingfacilitated.In
addition,hehastheabilitytocommunicatethedetailedtechnicalaspectsofprojectsandalternativesso
allstakeholderswillunderstand,regardlessoftheirtechnicalbackground.
5.2 VETeamMembers:HDREngineering,Inc.
Civil/StructuralEngineerOmidTavangar,P.E.
OMIDTAVANGARisaCaliforniaregisteredprofessionalcivilengineerwithmorethan30yearsof
experienceascivil/structuralengineerforwaterandwastewaterprojects.Hisexperienceincludes
designandconstructionofwaterandwastewatertreatmentplants,solidshandlingfacilities,pumping
stations,pipelines,andstoragefacilities.Hehasexpertiseinanalyzingandimprovingstructuralsystems
toachieveoptimumcosteffectiveness.Heisalsoeffectiveinfacilitatingcommunicationbetweenthe
clientandprojectteam,andhasaprovenrecordformaintainingschedules.Mr.Tavangarrecently
participatedinthevalueengineeringeffortsforCityofSacramentostwoWaterTreatmentPlantsand
SunnyslopeCountyWaterDistrictstreatmentplantimprovements.Hewasstructuralengineerforthe
barrierwatertreatmentimprovementsprojectforWestBasinMunicipalWaterDistrict,whichprotects
thetreatmentplantagainstsaltwaterintrusion.
Architect&LEEDCertifiedEvaluatorMichaelLambert,R.A.,LEEDGreenAssociate
MICHAELLAMBERTisaCaliforniaregisteredarchitectandcertifiedLEEDGreenAssociate.Asaproject
architect,Mr.Lambertisresponsibleforsynthesizingclientprogramneedsintoexcitingarchitectural
solutions.Hehasmorethan29yearsofexperienceinallphasesofarchitecture,withemphasisin
projectmanagement,programming,designdevelopment,masterplanningandconstruction
administrationforavarietyofprojecttypes.Hisspecialtiesincludewaterandwastewaterdistribution
andtreatmentfacilities,andcodecompliance.Mr.Lambertrecentlyparticipatedinvalueengineering
effortsforCityofSacramentostwoWaterTreatmentPlants.

Electrical,Instrumentation,andControlsEngineerBillEttlich,P.E.
BILLETTLICHisaCaliforniaregisteredelectricalandcontrolsystemsengineerwithmorethan55yearsof
technicalandmanagerialexperienceinwaterandwastewatertreatmentfacilitiesdesigninboththe
consultingengineeringandprocessequipmentfields.Hisexperienceincludesthedirectionofwaterand
wastewatertreatmentprojectsthroughallphases,includingplanning,design,construction,field
services,operatortraining,and/orstartupassistanceforover250water/wastewaterfacilities.He
providesprocess,controlandinstrumentationdesignformanyoftheprojectshedirects,anddesigns
telemetrysystemsforvariouswaterandwastewatersystems.Havingdesignedanddirectedinto
operationanumberoffullyautomatedtreatmentplants,heiswidelyrecognizedasatelemetryand
automatedcontrolspecialist.Hehasalsoservedastheelectrical,instrumentation,andcontrol
engineeringspecialistonover15valueengineeringstudies.
OperationsandMaintenance(O&M)CraigClose,P.E.
CRAIGCLOSEisaVicePresidentwithHDRandservesastheNationalBusinessClassDirectorfor
ManagementandPlanningServices(MAPS)businessunit.Heprovidesprofessionalandproject
managementservicestomunicipalagenciesandprivatecompaniesencompassingtheengineering
planning,design,permitting,andconstructionmanagementofunique,complex,andinnovativewater
andwastewaterinfrastructureandfacilityprojects.Hehasmorethan33yearsofengineering
experienceinthewater,wastewater,andelectricalpowerindustries.Hisuniquewaterandwastewater
operationalmanagementexperienceprovidesanowner'sperspectiveinsolvingincreasinglychallenging
technicalandregulatorycomplianceissues.
Mr.Closebringsabroadanddiversebackgroundtohisclientsthatwerefoundedfromhislongtenure
atAmericanWaterServiceCompany.HeservedastheVicePresidentofOperationsfortheWestern
RegionCompaniesofAmericanWaterWorksCompany.Hewasresponsibleforthedaytodayoperation
ofwaterandwastewaterutilitiesownedbyAmericanWaterthatservedover500,000peoplein26
communitiesandfourstates.Hisresponsibilitiesincludedthemanagementofthetechnical
departmentsthatsupportedthedistrictoperations,whichincludedplanningengineering,construction,
waterquality(includingtheoperationoftwostatecertifiedlaboratories),riskmanagement,customer
serviceandbilling,andraterecovery.Duringhistenurehere,hewasveryinvolvedintheearlystagesof
theMontereyPeninsulaDesalinationproject;hisfamiliaritywiththeprojectlocationandhistorywill
providevaluableinsightotherO&Mconsultantswouldnotprovide.
ENVISIONEvaluatorandHDRsProjectManagerDaveReardon,P.E.,BCEE,ENVSP
DAVEREARDONisHDRsNationalDirectorforWater/WastewaterSustainabilityandprocessengineer
withmorethan41yearsofconsultingandengineeringexperienceforwaterandwastewaterfacilities.
HeisaCertifiedISIEnvisionSustainabilityProfessionalandVerifierandaCaliforniaregistered
professionalcivilengineer.Mr.Reardonoffersextensiveexperienceintheareaofprocess
troubleshooting,facilityoptimization,andenergyconservationforwater,wastewater,andindustrial
facilitiesnationwide,andisconsideredoneoftheleadingexpertsintheindustryintermsoflower
energy,demand,andchemicalusage.Hehasconductedover125sustainabilitystudiesatwaterand
wastewaterfacilitiesnationwide,andhasalsoparticipatedinover10valueengineeringstudies.
Beingmindfulofoverallstudycost,itisbeingproposedthatMr.ReardonperformhisENVISION
evaluationfromhisofficeinFolsom,CA.

6.0 REFERENCES
6.1 ProjectReferencesandReviews
GalvestonChannelPelicanIslandStudy,USACEGalvestonDistrict,2011 ExceptionalRating
TheAEisratedasExceptionalbecausetheVETeamcameupwithpractical,creativewaysof
addressingissueswiththeplannedplacementarearehabilitation.ThereporttheVETeamdeliveredwas
aqualityproductthatpresentedtheVEproposalsverywellandwasthoroughinitsdiscussionsofthe
proposals.Thereportwaswelllaidout,formattedwell,andconcisesuchthatitwasaneasy,
understandablereadandgottothepointoftheVEstudyresults.TheVEReportwasformattedas
prescribedbytheSOW.AfterdoingseveralVEstudiesfortheGalvestonDistrict,theAEhasestablished
aconsistenttrackrecordofmeetingorexceedingtheGalvestonDistrict'sexpectationsasevidencedby
theVEproposalstheVETeamscomeupwiththathaverelevancytotheprojectsstudiedandwhere
thoseprojectsareintheirdevelopmentandbythefactthatseveraloftheseideashavebeen
implementedwhichhasresultedinsubstantialcostsavings.
ACASSEvaluation,JonPlymale,VEOfficer,4097666375
JohnDayMonolith/DrainageRepairsVEStudy,USACEPortlandDistrict,2013 ExceptionalRating
VMSdidagreatjobofgettingtherightteammembersandfacilitatorfortheVEstudy.Alldidagreat
jobACASSEvaluation,JasonWeber,VEOfficer,5038084799
NewYorkOfficeofManagementandBudget,ValueEngineeringServicesonTaskOrderBasis,2012
ExcellentRating
Theschedulesfortheassignedcomplexprojectswereveryaggressiveandtheconsultantworked
diligentlytoaccommodatetheshorttimeframes.Theproductionofdeliverableswasonamore
demandinglevelthanpreviousassignments,andtheconsultantwasabletomeettheserequirements.
Thetechnicalfacilityoftheconsultantstaffandsubconsultantsisatahighleveloftechnical
sophistication.Weareveryimpressedwiththequalityoftheteamworkandrelyontheconsultantto
produceoutstandingdeliverables.JillWoller,NYOMB,2127886137
6.2 Firm/TeamLeaderReferences
JonathanTat
MetropolitanWaterDistrictofSouthernCA
OncallVEServices:3consecutivecontracts(8yrs)
jtat@mwdh2o.com
2132176682
FrankVicidomina,ValueEngineeringOfficer
U.S.ArmyCorpsofEngineers,NewOrleans
IDIQValueEngineeringServices
frank.vicidomina@usace.army.mil
5048621251
RichardStricker,ValueEngineeringOfficer
U.S.ArmyCorpsofEngineers,OmahaDistrict
richard.a.stricker@usace.army.mil
4029952412
JohnPlymale,ValueEngineeringOfficer
U.S.ArmyCorpsofEngineers,GalvestonDistrict
jon.e.plymale@usace.army.mil
4097666375

7.0 OTHERCONSIDERATIONS
7.1 QualityAssurance
VMSiscommittedtoprovidinghighquality,effectiveserviceswithoutunexpectedchangestothe
projectbudget.OurinternalQualityAssurance(QA)andCostControlProgramsarestructuredtoensure
wenotonlymeet,butexceedthecustomersexpectationsforourservices.VMSrealizesthateachclient
hasspecificrequirementsthatneedtobeaddressedtoassurequalityandcontinuityintheirstudies.As
weworkwithnewclientsweseekfeedbackonourservicestobetterservetheirneeds.Inaddition,we
analyzewhattheyaretryingtoaccomplishanduseourcollectiveexperiencetosuggestwaystoimprove
theirprogramandensuredeliveryofservicesinthemostefficientandeffectivemannerpossible.
VMShasinternalqualitychecksincludingtechnicalediting,internalreviewsbyallkeystaffofproject
deliverablesanddocuments,andaclientfocusedreviewprocessthatassurestheproductsandservices
providedbyVMSexceedexpectations.
7.2 CostControl
Costcontrolswillconsistofassessingweeklyprogressandmeasurementofhoursutilizedincomparison
totheplannednumberofhoursfortaskcompletion.Thisisconsistentwithanearnedvalueapproach
thatwillallowsforbothcostanddurationtocompletiontobeforecastedandmanagedsuchin
collaborationwiththeclient.Thisearnedvalueapproachensurestheexpecteddeliveryscheduleand
allocatedbudgetwillbemanagedeffectively.
Proposal Ratings
Monterey Peninsula Regional Water Authority Technical Advisory Committee
Score
RSRI
1
Understanding of the Scope of
Work and Consultants Proposed
Methodology
15.4
pg5: included site visit
pg5: don to lead team
pg5: 100-200 potential ideas, requested authority rep to be present, this could eliminate non-starters.
pg5: high speed evaluation process, not sure what this is. 25-40 anticipated
pg5: combined team effort
pg5: listed as positive opportunities
pg6: post work shop phase
under understanding pg3 listed desal, slant well, filters, etc.
Proposing to prepare economic model (note - there is a model already).
Will satisfy VE for funding requirements.
Thorough understanding & detailed SOW.
Confused with Authority roles versus Cal Am
2 Delivery Schedule 12.0
Opening cover letter listed work shop time frame only
No schedule proposed for draft final VE report.
No detailed schedule given, only outline of steps. Preliminary report delivered in 3 days.
Request for Proposal - Value
Engineering Study
Cal Am MPWSP Desalination
Infrastructure
Proposal Rec'd May 8, 2014
RFP VE Scoring.xls - Overall Score Page 1 of 6 Print 05/19/2014
Exhibit 1-C
Proposal Ratings
Score
RSRI
Engineering Study
Infrastructure
3
Past experience and performance of
Consultant's team on similar work
including: individuals in the firm
assigned to do the work; cost
control; quality of work, and
meeting scheduled milestone dates.
16.0
cover letter - RSR1, black & veatch, Epsilon, Kennedy/jenks, James Kressback
cover: listed west coast experience designs in california.pg7: Florida brackish groundwater, water
treatment facilities, water reservoir, PG 10 consolidated experience: RO, nanofiltration, membrane,
and conventional facilities
included cost savings provided to owners
Pg 12: O&M EXPERIENCE ON RECENT DESAL PLANTS
Significant experience with fresh & brackish water treatment, but not salt water.
Difficult to understand if this team has worked together and on what time frame. Excellent individual
experiences.
4
Familiarity with applicable
practices and procedures for the
work involved
17.0
Pg 5: 6-step SAVE. PG 5 pre workshop and using existing studies.
just not as concise and clear as VMS
Many of the team have experience in relevant projects however most are not registered PEs in
California. The lack of Calif registration caused loss of points.
Proposal Ratings
Score
RSRI
Engineering Study
Infrastructure
5
Organization, presentation, and
content of proposal
Conformance to the specified RFP
format.
15.0
cover letter, table of contents, understanding scope pg3, proposed methodology pg4, qualifications
pg7, brief biographies pg 11, other considerations Pg13
not as organized for the scope of work,pg5
Difficult to understand how proposed team has worked on referenced projects.
6 Other Considerations 10.0
Listed no economic interest.
didn't add to the RFP info request
No economic interest in CAW, Am Water, or CDM.
Newest office is in Washington.
Most of team are not PEs in Calif. No interest in CAW, Am Water of CDM. Deep project experience.
Distant Location of personnel.
Teaming with Black & Veatch may be conflict.
85.4
Proposal Ranking 2
Overall Score on Response to
Proposal Ratings
1
Understanding of the Scope of
Work and Consultants Proposed
Methodology
2 Delivery Schedule
Engineering Study
Infrastructure
Score
VMS
18.3
Pg2: listed documents to review per RFP. Pg3: need Pre-Study WORK
Pg 4: FAST diagram, cost & performance in relation to project function.
Pg4: record all ideas mentioned - no judgment
Pg4: Ideas ranked and prioritized.
Pg4: further analysis of top ideas
Pg4: presentation of study
Pg5: added area of anticipated focus
didn't list desal project components
pg2: had a clear section for methodology
Thorough scope of work for methodology.
Workshop methodology focuses on results and not methods. Workshop study refers to
wrong section in proposal for additional information. Areas of focus is good.
Well understood
16.0
pg 6: listed and stated will meet schedule from RFP
Pg6: added risk analysis in focus areas.
VE Workshop schedule not well defined. Preliminary Report in 3 days. Final report
within 14 days.
Clearly outlined
Proposal Ratings
Engineering Study
Infrastructure
3
Past experience and performance of
Consultant's team on similar work
including: individuals in the firm
assigned to do the work; cost
control; quality of work, and
meeting scheduled milestone dates.
4
Familiarity with applicable
practices and procedures for the
work involved
Score
VMS
14.5
past experience
pg1: ref. to construction expertise of team
pg 7 - listed water treatment projects but no desal experience on the team. California
jobs so should know our requirements.
included savings on projects
Close involved with early stages of desal, and did seaside 1994 ozone project
Significant experience with fresh & brackish water treatment, but not salt water.
Proposal states that it is important that the project team work together and then gives
no information to support this. Most team members have 1 project that shows relevant
experience. Impossible to tell for Michael Lambert and Mark Watson.
19.0
Pg2: VE study work plan, PG 4: Workshop study 7- phase
Dave Reardon sustainability expert on 11.8 mgd Wastewater Plant. Not sure of
outcome. All appear to be PEs in California but should be confirmed. Difficult to tell if
proposed team has ever worked together on relevant past projects.
Project lead is certified Project Management Professional.
Proposal Ratings
Engineering Study
Infrastructure
5
Organization, presentation, and
content of proposal
Conformance to the specified RFP
format.
6 Other Considerations
Proposal Ranking
Overall Score on Response to
Score
VMS
18.0
cover letter, table of contents, understanding scopepg2, proposed methodology pg2,
qualifications pg7, brief biographies pg10, other considerations Pg13
well organized and concise
It is not easy to determine relevant project experience and any relationship to
references given.
16.0
teamed with HDR, FAMILIARITY WITH CALIF MUNICIPALITIES
NICE AREA OF FOCUS LAY OUT included sustainability and LEED rating
Described Cost Controls, quality checks
Nearest office is in Sacramento
Has cost control strategy.
101.8
1
COST PROPOSAL
Monterey Peninsula Desalination Plant - 5 Day VE Study
Monterev. CA
nmn .r:wn. Hml.m Rim .cut
PREWORKSHOP - Preparation and Coordination
Program Manager Stewart, Robert 4 $290.22 $1,160.88
VE Team Leader Watson, Mark 24 $220.32 $5,287.68
Assistant Team Leader/Technical Writer Brink, Mariah 2 $92.53 $185.06
Project Coordinator Kramer, Cheryl 8 $158.61 $1,268.88
Civil/Structural Engineer Tavangar, Omid 8 $238.00 $1,904.00
Architect & LEED Evaluator Lambert, Michael 8 $169.00 $1,352.00
Electrical, Instrumentation, and Controls Engineer Ettlich, Bill 8 $258.00 $2,064.00
Operations and Maintenance Close, Craig 8 $354.00 $2,832.00
Envision Evaluator Reardon, Dave 8 $358.00 $2,864.00
WORKSHOP - VE Study
VE Team Leader
Assistant Team Leader/Technical Writer
Civil/Structural Engineer
Architect & LEED Evaluator
Electrical, Instrumentation, and Controls Engineer
Operations and Maintenance
Envision Evaluator
POSTWORKSHOP - VE Preliminary Report
VE Team Leader
Project Coordinator
Assistant Team Leader/Technical Writer
QA/QC
Total PREWORKSHOP - Preparation and Coordination:
Watson, Mark
Brink, Mariah
Tavangar, Omld
Lambert, Michael
Ettllch, Bill
Close, Craig
Reardon, Dave
Watson, Mark
Kramer, Cheryl
Brink, Mariah
Stewart, Robert
50 $220.32 $11,016.00
50 $92.53 $4,626.50
40 $238.00 $9,520.00
40 $169.00 $6,760.00
40 $258.00 $10,320.00
40 $354.00 $14,160.00
40 $358.00 $14,320.00
Total WORKSHOP- VE study:
24 $220.32 $5,287.68
2 $158.61 $317.22
24 $92.53 $2,220.72
4 $290.22 $1,160.88
Total POSTWORKSHOP- VE PNiimlnary Report:
POSTWORKSHOP - Implementation Meeting and Final VE Report
VE Team Leader Watson, Mark 28 $220.32 $6,168.96
Project Coordinator Kramer, Cheryl 2 $158.61 $317.22
Assistant Team Leader/Technical Writer Brink, Mariah 22 $92.53 $2,035.66
QA/QC Stewart, Robert 4 $290.22 $1,160.88
Total POSTWORKSHOP- Implementation Meeting and Final VE Report:
Lllbor SubTotal:
Other Direct Costs
Categorv
11M l!h1mt11r Rim
Watson, Mark
Airfare Study and Implementation each 2 $800.00 $1,600.00
Round trip transportation each 2 $100.00 $200.00
Rental Car - 1 car Day 8 $75.00 $600.00
Meals and Incidentals Day 7 $71.00 $497.00
Lodging/Hotel Day 8 $145.00 $1,160.00
Parking-hotel Day 7 $15.00 $105.00
Baggage Fees each 4 $30.00 $120.00
Total:
Brink, Mariah
Airfare each 1 $700.00 $700.00
Lodging/Hotel Day 5 $145.00 $725.00
Total:
Tavangar, Omid
Rental Car - 1 car Day 6 $75.00 $450.00
Totlll:
$18,918.50
$70,722.50
$8,986.50
$9,682.72
sJ.OB.3J.0.22
$4,282.00
$2,011.00
$1,691.00
E
x
h
i
b
i
t

1
-
D
Lambert, Michael
Total: $1,151.00
Ettlich, Bill
Total: $1,151.00
Close, Craig
Airfare each 1 $700.00 $700.00
Rental Car- 1 car Day 6 $75.00 $450.00
Total: $2.551.00
Miscellaneous Direct Costs
Shipping - Preliminary, Draft Final, Final Reports LS 3 $300.00 $goo.oo
Reproduction- Preliminary, Draft Final, Anal Reports EA 18 $100.00 $1,800.00
Miscellaneous Supplies - cos, Labels, Paper LS 1 $150.00 $150.00
Totalllf/sc. ODC: $2.850.00
Other Direct Cost SubTotal:
TOTALCOSTPROPOSAL

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GOVERNANCE COMMITTEE

Proposal to Provide Value Engineering Services Value Management Strategies, Inc.

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