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Tualatin Valley Water District ~ MEMORANDUM OF UNDERSTANDING WATER MASTER PLAN This Memorandum of Understanding (MOU) is effective this day of September, 2014 by and between Tualatin Valley Water District, a domestic water supply district organized under ORS Chapter 264(TVWD)and the City of Tigard, an Oregon municipal corporation, (Tigard). RECITALS TVWD, the City of Wilsonville (Wilsonville) and the City of Sherwood (Sherwood) own varied interests in land, water rights, water system assets and capacity in water system assets as part of the existing Willamette River Water Treatment Plant(WRWTP) in Wilsonville. The existing WRWTP (Lower Plant) was designed to be expanded from its current capacity to produce not less than 70 million gallons per day. The real property owned by TVWD and Wilsonville upon which the Lower Plant is situated could accommodate a second water treatment plant (Upper Plant) but it would be at a higher outlet Mean Sea Level elevation than the Lower Plant. The quantity of finished drinking water that could be produced by the Upper Plant is not less than an additional 50 million gallons per day. TVWD, Wilsonville and Sherwood have been engaged in discussions with the Cities of Beaverton, Hillsboro, Tigard and Tualatin regarding planning and evaluation of use of the Willamette River to meet future water supply demands, evaluation of existing water system assets including the Lower Plant and future water system assets such as the Upper Plant, and discussion concerning ownership, governance and operation of the Lower and Upper Plants in the event that one or more of the Parties determine it is appropriate to enter into an agreement or agreements to share the water supply system assets. Whether an entity would obtain finished water from the Lower Plant or Upper Plant is determined primarily by elevation and water pressure. A Master Plan for the WRWTP was completed in December, 2006. In order to facilitate the evaluation of existing and planning for future water system facilities, and to assist in future decision making by the above named entities, TVWD is prepared to solicit and negotiate a contract with a Consultant to update the Master Plan for the Lower Plant and develop a Master Plan for the proposed Upper Plant(collectively referenced hereinafter as the"Master Plan"). Tigard recognizes value in participating in the Master Plan process and has participated in development of a mutually agreeable work scope with TVWD for inclusion in the work scope with the selected Consultant. Page 1 —MEMORANDUM OF UNDERSTANDING FOR WATER MASTER PLAN 25104.134\4811-3242-6270.v1 The Parties desire to enter into this MOU regarding development of the Master Plan and sharing of costs. Based upon the foregoing,the Parties agree as follows: AGREEMENT 1. RECITALS The Recitals above are incorporated into and made part of this MOU. 2. WATER TREATMENT PLANT MASTER PLAN Using its standard purchasing processes, TVWD will undertake a Request for Qualification process to select a Consultant to prepare a Master Plan to complete the tasks set forth on Ex A attached hereto and incorporated herein by reference. 3. COMMITMENT OF TIGARD The City of Tigard desires to participate in the cost of developing the Master Plan to assist in determining options for firm, interruptible or emergency water supply, evaluating existing, expanded and future facilities, and developing data for use in Tigard's separate water system planning, Water Management and Conservation Plans and capital improvement plans. With respect to developing the Master Plan,Tigard agrees its participation may be assumed for the sole purpose of allocating the cost of the tasks set forth on Exhibit A, attached hereto and incorporated by reference as if fully set forth herein,subject to the limitations of this paragraph and paragraph 8 below. 4. MASTER PLAN SHARE CALCULATION TVWD and Tigard agree that the estimated Master Plan Share Calculation, set forth in percentage amounts on Exhibit B attached hereto and incorporated herewith by reference as if fully set forth is based on existing participation in the WRWTP and assumptions regarding potential participation in the expansion of Lower Site Assets, creation and expansion of Upper Site Assets and Other Assets that may be necessary to allow the Lower Site and Upper Site to operate as an integrated facility for the benefit of all as ultimately determined under separate Agreements currently under negotiation. Upon selection of the consultant and negotiation of a final scope of work and budget, Tigard and TVWD agree to revise Exhibit B to show the final proportionate cost shares of TVWD and Tigard. Tigard agrees to pay TVWD for Tigard's proportionate share of the Master Plan cost according to the final shares assigned on amended Exhibit B, subject to Tigard's option to withdraw as provided in Section 8 below. Page 2—MEMORANDUM OF UNDERSTANDING FOR WATER MASTER PLAN 25104.134\4811-3242-6270.v 1 5. PAYMENT 5.1 Upon receipt of an invoice from Consultant, TVWD will review and determine whether the amount claimed is justified. TVWD will make payment to Consultant of all undisputed amounts. If an amount is disputed, TVWD will follow procedures in the contract with the Consultant to resolve the issue. Upon receiving the invoice, TVWD will forward a copy to Tigard and consult with Tigard regarding any disputed amounts. 5.2 For all amounts paid by TVWD to Consultant, TVWD will create an invoice to Tigard that allocates the proportionate share of the work performed by Consultant according to the Tasks and percentage participation set forth on Exhibits A and B. Tigard will pay TVWD within 30 days following receipt of invoice. 6. COOPERATION Tigard agrees to provide information reasonably requested by TVWD or Consultant in a timely manner to enable the Consultant to perform the Tasks and Work Scope. The agreement between TVWD and the Consultant will include a non-disclosure and confidentially provision(s) that requires TVWD and Consultant to prevent the disclosure of information provided by Tigard if Tigard reasonably believes that the information is exempt from disclosure under the Oregon Public Records Law. Tigard shall also designate a Project Representative to respond to requests for information. 7. PROJECT MANAGER AND PROJECT REPRESENTATIVES TVWD designates Todd Perimon as Project Manager for the Master Plan who will be the point of contact with Consultant. Tigard designates John Goodrich as its Project Representative to be the point of contact for the Project Manager and Consultant. Other entities who sign an MOU with TVWD to share in the cost Master Plan will also each appoint a Project Representative. Project Manager shall convene meetings of all Project Representatives at mutually agreed times and places and at intervals appropriate to keep Project Representative informed of the status of consultant selection, negotiations of the scope of work and budget, and to allow the Project Manager to direct the Consultant in performance of the work. Tigard may change its Project Representative at any time upon notice to the Project Manager. 8. SELECTION OF CONSULTANT 8.1 Following receipt of responses to the Request for Qualification issued as described in Paragraph 3, the Project Manager and the Project Representatives from each participating entity shall constitute the Evaluation Committee for purposes of evaluating the Consultant Qualifications and recommending the Consultant for contract award. Page 3—MEMORANDUM OF UNDERSTANDING FOR WATER MASTER PLAN 25104.134\4811-3242-6270.v 8.2 When the recommended consultant has been approved based upon the evaluation and scoring criteria, the Project Manager shall negotiate a proposed final scope of work and budget for preparation of the Master Plan. 8.3.1 At least ten working days prior to award and execution of the contract, the Project Manager shall provide the proposed final scope of work and budget, as negotiated with the selected Consultant, and the final cost share to the Project Representative's for approval. 8.3.2 Each Project Representative will have seven working days from receipt of the final scope of work and budget to take whatever steps are needed to determine whether to authorize continued participation in the cost of the Master Plan. The Project Representative will advise the Project Manager whether Tigard will participate as set forth in the final scope of work and cost share,or will withdraw from this MOU. 8.3.3 Exhibits A and B to this MOU may be modified, as necessary, to account for the final decision by Tigard. The Project Manager and Project Representatives will jointly review and may approve revised Exhibits A and B without further action by the governing body of either. 9. DISCLAIMER The Parties agree that nothing herein or the Tasks or allocation of cost participation as set forth on Exhibits A and B create a binding obligation or commitment by Tigard to participate in the acquisition, design, construction or use of the subject water system assets. The tasks and cost allocations are set forth only for development of a Master Plan to provide preliminary information for evaluation by the Parties as they analyze future water supply options. 10. DEFAULT 10.1. Event of Default. The failure of a Party to perform any duty imposed upon it by this MOU shall constitute a default. 10.2. Notice of Default. The non-defaulting Party shall have the right to give the defaulting Party a written notice of default, which shall describe the default in reasonable detail and state the date by which the default must be cured, which date shall be at least 60 days after receipt of the notice of default, except in the case of a failure to make full payment, in which case the date shall be 30 days after receipt of the notice of default. 10.3. Opportunity to Cure. If defaulting Party cures the default, or if the failure is one (other than the failure to make full payments) that cannot in good faith be corrected within such period and the defaulting Party begins to correct the default Page 4—MEMORANDUM OF UNDERSTANDING FOR WATER MASTER PLAN 25104.13414811-3242-6270.vI within the applicable period of Section 11.2 and continues corrective efforts with reasonable diligence until a cure is effected, the notice of default shall be inoperative, and the defaulting Party shall lose no rights under this MOU. If, within the specified period, the defaulting Party does not cure the default or begin to cure the default as provided above, the non-defaulting Party at the expiration of the applicable period shall have the rights specified in Section 11.4 10.4. Rights Upon Default. If the defaulting Party has not cured the default, it shall have no rights under this MOU until the default has been cured. In addition, the non-defaulting Party may pursue any other remedy available at law or in equity against the defaulting Party subject to the dispute resolution procedures of Section 11.16. 10.5. Reallocation. If another entity enters into an MOU with TVWD for the tasks described in Exhibit A and the cost shares described in Exhibit B and the MOU is terminated for default, TVWD and Tigard agree that each party's proportionate cost shares may need to be adjusted address the amount the terminated entity was obligated to pay, unless TVWD and Tigard otherwise agree. In such event, TVWD shall convene all Project Representatives to discuss and agree upon reallocation of costs and/or reduction in the Consultant's Work Scope. 11. GENERAL PROVISIONS 11.1. Future Agreements. The Parties acknowledge that the terms and conditions of this MOU may be superseded or replaced by subsequent agreement. Separate Agreement(s) will be negotiated to provide for construction, ownership, governance, operation, maintenance, repair, replacement and expansion of the WRWTP with respect to their respective service areas. Nothing in this MOU commits a Party to participate in other Agreements. 11.2. Instruments of Further Assurance. From time to time, at the request of either Party, each Party shall, without further consideration, execute and deliver such further instruments and shall take such further action as may be reasonably required to fully effectuate the purposes of this Agreement consistent with its terms. 11.3. Assignment. Neither Party to this MOU may assign its interest in this MOU (or any portion thereof) without the prior written consent of the other Party. Page 5—MEMORANDUM OF UNDERSTANDING FOR WATER MASTER PLAN 25104.134\4811-3242-6270.v l 11.4. Severability. If one or more of the provisions of this MOU is determined to be invalid, illegal, or unenforceable in any respect, the validity, legality, and enforceability of the remaining provisions contained herein shall not be affected or impaired thereby. 11.5. Counterparts. This Agreement may be executed in any number of counterparts by the parties which shall constitute an agreement between and among the parties. 11.6. Notices. Any notice herein required or permitted to be given shall be given in writing, shall be effective when actually received, and may be given by hand delivery or by United States mail, first class postage prepaid, addressed to the parties as follows: If to Tigard: City of Tigard John Goodrich Project Representative 13125 SW Hall Blvd. Tigard,OR 97223 If to TVWD: Tualatin Valley Water District Todd Perimon Project Manager 1850 SW 170th Avenue Beaverton,OR 97003 11.7. Amendment. Except as provided in Section 8,this MOU may be amended only if both parties concur in the proposed amendment by a written agreement, signed by authorized representatives of each party. 11.8. Books Reports & Accounting. TVWD shall maintain books and records which shall show all income, receipts, expenses and costs in connection with the Consultant contract and this MOU. All such books of account or other records may be examined and copies of books and records made by TVWD staff at reasonable times upon reasonable notice. 11.9. Waiver. The failure of a Party to insist on the strict performance of any provision of this MOU or to exercise any right, power or remedy upon a breach of any provision of this MOU shall not constitute a waiver of any provision of this MOU Page 6—MEMORANDUM OF UNDERSTANDING FOR WATER MASTER PLAN 25104.134\4811-3 242-6270.v or limit the Party's right thereafter to enforce any provision or exercise any right. 11.10. Force Majeure. The obligations of a Party, other than the payment of money, shall be suspended to the extent and for the period that performance is prevented by any cause, whether foreseen, foreseeable or unforeseeable, beyond the Party's reasonable control if the Party is making a good faith effort to resolve or avoid the cause, including without limitation labor disputes (however arising and whether or not employee demands are reasonable or within the power of the Party to grant); acts of God, laws, regulations, orders, proclamations, instructions or requests of any non-party government or governmental entity; judgments or orders of any court; inability to obtain on reasonably acceptable terms any public or private license, permit or other authorization; curtailment or suspension of activities to remedy or avoid an actual or alleged, present or prospective violation of federal, state,or local environmental standards; acts of war or condition arising out of or attributable to war, whether declared or undeclared; riot, civil strife, insurrection or rebellion, fire, explosion, earthquake, storm, flood, sinkholes, drought or other adverse weather conditions; delay or failure by suppliers or transporters of materials, parts, supplies, services or equipment or by contractors' or subcontractors' shortage of, or inability to obtain, labor, transportation, materials, machinery, equipment, supplies, utilities or services; accidents, breakdown of equipment, machinery or facilities, or any other cause whether similar or dissimilar to the foregoing, provided that the affected Party shall give notice to the other Party within 10 business days of the suspension of performance, stating in such notice the nature of the suspension, the reasons for the suspension and the expected duration of the suspension. The affected Party shall resume performance as soon as reasonably possible. 11.11. Implied Covenants. The Parties agree that in construing this MOU, no covenants shall be implied between the Parties except the covenants of good faith and fair dealing. 11.12. Governing Law. This MOU shall be governed by and interpreted in accordance with the internal laws of the State of Oregon. 11.13. Remedies Not Exclusive. Each and every power and remedy specifically given to the non-defaulting Parties shall be in addition to every other power and remedy now or hereafter available at law or in equity (including the right to specific performance), and each and every power and remedy may be exercised from time to time and as often and in such order as may be deemed expedient. All such powers and remedies shall be cumulative, and the exercise of one shall not be Page 7—MEMORANDUM OF UNDERSTANDING FOR WATER MASTER PLAN 25104.134\4811-3242-6270.v I deemed a waiver of the right to exercise any other or others. No delay or omission in the exercise of any such power or remedy and no renewal or extension of any payments due under this MOU shall impair any such power or remedy or shall be construed to be a waiver of any default. 11.14. Survival of Terms and Conditions. The provisions of this Agreement shall survive its termination to the full extent necessary for their enforcement and the protection of the Party in whose favor they run. 11.15. Time is of the Essence. A material consideration of the Parties entering into this MOU is that the Parties will make all payments as and when due and will perform all other obligations under this MOU in a timely manner. Time is of the essence of each and every provision of this Agreement. 11.16. Dispute Resolution. The Parties hereby agree that resolution of any and all disputes arising out of the terms of this MOU or interpretation thereof shall follow a prescribed process beginning with negotiation and subsequently moving to mediation, provided the dispute remains unresolved. If a dispute arises between the parties regarding this Agreement, the parties shall follow the dispute resolution provisions below: 11.16.1. Written Notice. A written notice regarding the dispute (Dispute Notice) shall be sent to the other party. 11.16.2. Negotiations. Within thirty (30) days following receipt of the Dispute Notice, the parties to the dispute ("Disputing Parties") shall assign a representative to participate in good faith negotiations for a period not to exceed sixty (60) days after appointment of the representatives. 11.16.3. Mediation. If after the sixty (60) day period of negotiation (or a period not to exceed ninety (90) days following the receipt date of the Dispute Notice), the dispute(s) cannot be resolved, the Disputing Parties agree to submit the matter to non-binding mediation. The Disputing Parties shall attempt to agree on a mediator in a period not to exceed one hundred twenty (120) days following the receipt date of the Dispute Notice and proceed accordingly. 11.16.4. Litigation. If the Parties cannot agree on a mediator within the allocated time, or if the mediator cannot resolve the dispute(s) within one hundred Page 8—MEMORANDUM OF UNDERSTANDING FOR WATER MASTER PLAN 25104.134\48l l-3242-6270.v 1 eighty(180)days following the receipt date of the Dispute Notice,either of the Disputing Parties may avail itself of the remedies provided for herein. Moreover, each of the Disputing Parties shall bear its own legal and expert witness fees at all stages of the dispute resolution process, including at trial or on any appeals. In addition, nothing shall prevent the Disputing Parties from waiving any of the dispute resolution steps by mutual consent. 11.17. Term. This MOU shall be in effect until the latter of completion of the Master Plan by Consultant and acceptance by TVWD and Tigard or June 30,2016. THE UNDERSIGNED, PURSUANT TO AUTHORIZATION FROM THE GOVERNING BODY, HEREBY EXECUTES THIS MEMORANDUM OF UNDERSTANDING ON BEHALF OF HIS/HER RESPECTIVE ENTITY. CITY OF TIGARD TUALATIN VALLEY WATER DISTRICT An Oregon Municipal Corporation A Domestic Water Supply District Its CAI Matrla1er- Chief Executive Officer APPROVED AS TO FORM APPROVED AS TO FORM City orney District Counsel Page 9—MEMORANDUM OF UNDERSTANDING FOR WATER MASTER PLAN 25104.13414811-3242-6270.v I EXHIBIT A RFQ NO.TVWD-082014 SCOPE OF SERVICES This section contains a brief outline of the required project scope of services associated with the Willamette River Water Treatment Plant(WRWTP)2015 Master Plan Update. It is not intended to be a complete list of all work activities required to complete the work but is intended to highlight some of the key elements of work that will need to be included in the consultant's complete scope of services. The Scope of tasks differ for the Upper WRWTP site and the Lower WRWTP site as outlined below. Project Tasks Task 1—Project Management 1.1. Provide project management services for master planning and subsequent tasks. 1.2. Provide monthly billing invoices. Monthly invoices shall include a detailed breakdown of staff member hours billed by task and subtask. Include a summary of expenditures to date, percentage complete by task and subtask, budget amount remaining, and earned value per task and subtask. include a cost loaded project schedule, anticipated spending curve with graphical spending to date, cost performance index and schedule performance index. 1.3. Provide project summary reports on a monthly basis. Monthly project reports should include an overview of the past month's activities, identification of upcoming project activities and milestones,outstanding issues, a financial summary table, updated schedule and the spending curve from Task 1.2. 1.4. Coordinate with the Tualatin Valley Water District(TVWD) project manager on a regular basis to discuss the status and progress of various work activities and overall completion of various work elements. Provide weekly status meetings by phone and one in person meeting every third meeting. 1.5. Provide agenda and minutes for all meetings held. 1.6. Manage the project to ensure efficient and coordinated completion of various design tasks and getting District input where needed to facilitate moving the project along in a timely manner. Develop a schedule that incorporates all key design and permit related activities and submittals. Provide updates to project schedule as needed, and monthly at a minimum. Cost load schedule and include plot of anticipated and actual expenditures with monthly reports per Task 1.3. Page 1 of 8 Exhibit A RFQ No.TVWD-082014 1.7. Implement quality assurance and quality control measures for all aspects of the work. 1.8. Document decisions as they occur during the progression of the work. Maintain a decision log throughout the project. 1.9. Maintain a risk register and identify potential project risks with coordination with the District and the WTP Partners. 1.10.Implement additional project controls as required for complete management of the work. 1.11.Provide updated project schedule in Gantt format to the District's project manager on a monthly basis, or more frequently if the project schedule is substantially delayed or shifted. 1.12.Coordinate,track, and implement District design review comments. 1.13.Facilitate monthly coordination meetings with representatives of the WRWTP Master Plan Participants. Topics shall include current and upcoming issues, project progress,overview of change management and general project coordination. 1.14.Identify project stakeholders, solicit input,track and address project stakeholder issues and concerns. 1.15.Direct and coordinate the work of all subconsultants. Page 2 of 8 Exhibit A RFQ No.TVWD-082014 Task 2—Evaluate and Inventory Existing Facilities and Compile Existing Studies 2.1. Provide overview of all current facilities and treatment processes utilized at the treatment plant. Outline facility inventory including raw water intake structures, site piping,treatment plant, finished water storage, and finished water transmission components. Specifically highlight facilities, structures, or appurtenances that have been added since the completion of the 2006 Master Plan. 2.2. Prepare a scaled map of the Lower site existing facilities, including but not limited to raw water intake structures, site piping,treatment plant buildings and structures,water storage, and transmission and pump facilities.Also include important site features such as vehicular and pedestrian facilities, park facilities adjacent to the existing treatment plant, and approximate property lines. Include environmental features including any streams, wetlands and buffers. Delineate environmental areas using appropriate field identification methods by qualified personnel. Specifically highlight facilities or structures on the map that have been added since the completion of the 2006 Master Plan. 2.3. Prepare a scaled map of the Upper site, including but not limited to site topography, property boundaries and easements, environmental features including any streams,wetlands and buffers. Delineate environmental areas using appropriate field identification methods by qualified personnel. Extents of the map shall extend to provide a continuous topographic and feature map with that prepared under Task 2.2. 2.4. Provide overview of operational performance measures, which shall include but is not limited to raw water flow rates, daily production rates,electrical usage, chemical usage,sludge production,sand loss, settled water, filtered water and finished water turbidity,ozone disinfection performance, filter production efficiency,and clearwell disinfection. Provide tabular comparison to data presented in Table 3.1 of the 2006 Master Plan. 2.5. Provide capacity analysis of existing facilities including the current capacity of each individual component within the treatment process train. For each major plant component, evaluate both the maximum process capacity as measured by hydraulic flow and the size or rate controlling design criteria. Provide tabular comparison to data presented in Tables 3-2a and 3-2b of the 2006 Master Plan. Include a summary analysis of the unit process capacities to assists in determining the next logical expansion capacity of the Lower site. 2.6. Compile and provide a summary of existing studies, annual reports and other documents related to WTP performance, raw water quality, and any documents relative to the WTP Master Planning. Page 3 of 8 Exhibit A RFQ No. TVWD-082014 Task 3—Historical Water Quality and Regulatory Compliance 3.1. Document local, regional and national standards and evaluate regulatory compliance alternatives for using ozone as a primary disinfectant. Coordinate with regulators and determine feasibility, potential acceptability and rule making process for using ozone as a primary disinfectant. 3.2. Evaluate chlorine CT compliance point alternatives. Coordinate with regulators and make recommendations on potential compliance points. This task applies to the Upper site only. 3.3. Identify and tabulate existing water quality production goals, from the existing Lower Site WTP operations contract and compare to existing and potential future regulatory limits. Compile historic performance, including probability distributions of raw&finished water turbidity,TOC, and finished water chlorine residual. Compile and tabulate available finished water DBP data. Task 4—Treatment Technology Review 4.1. Research, review and summarize innovations to existing treatment technologies. Research, review and summarize emerging treatment technologies. Provide a presentation to staff which overviews innovations and emerging technologies researched and reviewed under this subtask. 4.2. Identify current and future technologies and summarize applicability of technologies to current treatment, potential contaminants of emerging concern (CECs), pharmaceutical and personal care products (PPCPs) and algal toxins. Provide a technical memorandum summarizing anticipated effectiveness of each technology on CECs, PPCPs and algal toxins.This subtask applies to the Upper site only. 4.3. Evaluate UV and H2O2,AOP and other potential treatment approaches that could be utilized at the Upper site. Evaluate anticipated effectiveness and summarize local availability of treatment chemicals and materials for each process. Recommend a long-term disinfection strategy. Strategy should address potential regulatory changes which will require treatment of emerging contaminants in the future. Task 5—Raw Water Sampling 5.1. Compile historical raw water sampling data. Update Comparison of Regulatory and Contract Sampling Frequencies Table 4-1 and Summary of Raw Water Quality Table 4-2,from the 2006 Master Plan. 5.2. Evaluate applicability of existing raw water sampling program to the Upper site treatment train. Develop recommendations for sampling program at the Upper site. Page 4 of 8 Exhibit A RFQ No.TVWD-082014 5.3. Research and identify likely CECs, PPCPs and assess the potential for algal toxins within the watershed that could impact raw water quality. Provide recommendations on future monitoring. Develop the CEC and PPCP list based on existing publications and previous work. Sampling and a Source Water Assessment are not part of this task. Contingency: Provide additional raw water sampling to support Tasks 5.1—5.3. Task 6—Develop WTP Expansion Scenarios and Phasing to Meet Demands 6.1. Compile and verify projected WTP demands for both the Upper and Lower sites. Base demands on previous work completed as part of the Willamette Water Supply Program Preliminary Design project, verify with each WRWTP Master Plan Participant and supplement with additional data as needed. Provide graphical summary of WRWTP Master Plan Participant demands over the planning horizon. 6.2. Summarize existing WTP finish water quality goals. Review with WRWTP Master Plan Participants and determine applicability to the Upper site treatment processes. Modify and/or develop recommended finish water quality goals for the Upper site through workshop and input from the Upper site users. 6.3. Develop recommended treatment trains for the Upper site based on finish water quality goals, demands and operational approaches. Identify treatment train alternatives,construction and O&M costs for each alternative. Develop evaluation criteria in collaboration with the Upper site users for use in determining recommended treatment train and approach. 6.4. Evaluate anticipated effectiveness of the Upper site treatment train alternatives on CEC, PPCP and algal toxin removal by unit process. Provide a graphical and/or tabular summary of effectiveness by unit process and treatment train options. 6.5. Develop Upper site operational and treatment approaches. The operational and treatment approaches developed under this task shall consider the Upper site as a stand-alone WTP which utilizes the Raw Water Intake and Pump Station in parallel with Lower site operations. Identify site layouts and required facilities for the operation of the stand-alone Upper site WTP. Identify unit cost of water production for the Upper site under this scenario. 6.6. Develop Upper site operational and treatment approaches considering an integrated operational scenario with the Lower site. Identify recommended common facilities between the two sites, integrated operational scenarios, inter-ties and capital and O&M costs. Identify unit cost of water production for the integrated operational approach for both the Upper and Lower sites. 6.7. Develop recommendations for Upper and Lower site expansion and phasing for both stand-alone and integrated operational scenarios. For the Upper site Page 5 of 8 Exhibit A RFQ No.TVWD-082014 include capacity increments and timing based on projected Upper site user demands and evaluate potential public benefit opportunities and integration with the existing WTPs public amenities. Develop site layouts in accordance with regulatory and land use requirements. For the Lower site determine expansion recommendations based on compatibility with existing unit processes and capacity increments to be added to individual unit processes to achieve the next logical expansion of the overall Lower site capacity. Identify how long the recommended Lower site capacity expansion will meet Lower site demands based on projected demands from Task 6.1. Develop site layouts for both sites for both stand-alone and integrated operations. 6.8. Recommend Upper and Lower site operational approaches considering stand alone and integrated approaches. Include, staffing, chemical requirements, and comparison of O&M and unit costs of production for each scenario. Base operational recommendations on expansion increments developed in Task 6.7. 6.9. Evaluate capacity of existing Finish Water Pump station and identify any upgrades needed for the next logical expansion of the Lower site and initial and future capacities of the Upper site. 6.10.Develop staffing plan scenarios for recommended operational approaches. Include staffing by expansion phase of the Upper site considering both stand alone and integrated operational scenarios. 6.11.Determine Operations and Maintenance (O&M) costs by unit process for recommended treatment train on the Upper site and the unit process expansion of the Lower site. Correlate O&M costs for the Upper site with demand projections and expansion phasing. Develop O&M costs for both stand-alone and integrated operational scenarios. 6.12.Facilitate multiple project stakeholder workshops to present and solicit feedback on preliminary site layouts and operational scenarios. Task 7—Permit and Regulatory Review 7.1. Identify permits required for construction, expansion and operations of the new Upper site WTP and permits required for the next logical expansion of the existing Lower Site WTP. Summarize application requirements, review timelines and potential conditions of approval. Identify potential issues that could delay the permitting process and project delivery schedule. 7.2. Develop a permit matrix summarizing applicable permits, information from Task 7.1, precedent permits and agency contacts. 7.3. Facilitate multiple project stakeholder meetings to review permit constraints, timelines and identify permit strategies for all expansion, construction and maintenance scenarios identified as part of the Master Plan. Page 6 of 8 Exhibit A RFQ No.TVWD-082014 Task 8—Emergency Operations and Resiliency 8.1. Perform hazard analysis and identify potential emergency scenarios the Upper site WTP may be required to operate under. Include seismic, source contamination and other potential hazards. 8.2. Develop Level of Service (LOS) goals for each identified emergency scenario. Develop LOS goals for the Upper site in coordination with each of the WTP users. 8.3. Facilitate multiple WTP user workshops to identify LOS goals and potential operational scenarios. 8.4. Perform seismic evaluation of existing WTP facilities. Work under this task will be focused on the facilities identified as common to both the Upper and Lower site as part of an integrated operational scenario developed under Task 6. Determine impact of anticipated seismic performance on seismic LOS goals. 8.5. Identify mitigation measures required to meet LOS goals. Mitigation measures include retro-fits to the existing WTP facilities identified as common to both the Upper and Lower site as part of an integrated operational scenario developed under Task 6 as well as design upgrades to future facilities. 8.6. Develop cost impacts of meeting LOS goals for both the existing common facility retro-fits and the impact to design of new and expanded facilities. 8.7. Perform a probabilistic risk assessment to determine the benefit/cost ratio of meeting the LOS goals. Consider both direct and indirect losses associated with each hazard event. Task 9—Raw Water Intake and Pump Station Evaluation 9.1. Evaluate intake expansion phasing alternatives to meet demands of the Upper and Lower sites and verify permit requirements. Provide river hydrodynamic modeling and sweeping velocity analysis for each phase and verify compliance with applicable permits and regulations. 9.2. Evaluate raw water pump station expansion phasing alternatives to meet demands and for recommended operational scenarios. Provide computational fluid dynamics (CFD)modeling of the existing raw water pump station and to verify expansion alternatives. Evaluate modeling results and recommend any necessary upgrades needed to accommodate the Upper site development and phasing and the increased capacity of the Lower site expansion. 9.3. Facilitate multiple meetings with project stakeholders to identify issues, constraints, goals and objectives of Raw Water Intake and Pump Station expansion and operations. Page 7 of 8 Exhibit A RFQ No.TVWD-082014 Task 10—Recommendation of Property and Easement Needs 10.1.Identify easements and/or additional property needed for Upper site construction and phasing. Identify required construction and staging needs as well as areas needed for Upper site phasing. 10.2.Evaluate opportunities and benefits of additional property as compared to additional costs required for expansion on the existing Upper site. Task 11—Evaluate Current Power Supply&Onsite Generation Needs 11.1. Evaluate adequacy and resiliency of existing power supply. Include historical interruptions and coordinate with existing power provider to determine potential future upgrades. 11.2. Determine on-site power generation requirements for both emergency LOS goals and average day demand scenarios for each recommended phase of the Upper site. 11.3. Verify capacity of existing on-site power generation for the Lower site. Compare actual capacity to design capacity and summarize impacts to existing treatment capacity. Identify recommended upgrades to meet Lower site demands. Identify recommended equipment for the Upper site to meet LOS goals developed under Task 8. Task 12—Cost Estimates and Schedule 12.1 Develop AACE Class 4 cost estimates for each recommended phase of Upper site expansion and Lower site capacity increase. 12.2 Develop phasing implementation schedule in Gantt chart form. Include permitting, design, bid,construction and start-up for each phase as applicable. Task 13—Clearwell and Off-site Storage Requirements 13.1 Determine maximum on-site storage available at the Upper site based on available land area and site layout of recommended treatment train. 13.2 Determine impact on treatment and operations of on-site storage as compared to off-site storage. Include recommendations on location of off- site storage and property impacts. Task 14—Capital & Maintenance Plan 14.1Develop a Capital and Maintenance Plan for the Upper site and the expanded Lower site. Include each phase of the recommended Upper site expansion. Page 8 of 8 Exhibit A RFQ No.TVWD-082014 Exhibit B Willamatte River Water Treatment Plant Master Plan Task Cost Shares Based on Tasks listed in Exhibit A Scope of Work Master Plan Task Wilsonville Sherwood TVWD Hillsboro Tigard Beaverton 1 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 2 2.1 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 2.2 57.1% 28.6% 0.0% 0.0% 14.3% 0.0% 2.3 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 2.4 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 2.5 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 2.6 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 3 3.1 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 3.2 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 3.3 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 4 4.1 0.0% 0.0% 56.2% 35.9% 0.0% 7,9% 4.2 8.3% 4.1% 46.9% 30.0% 4.1% 6.6% 4.3 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 5 5.1 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 5.2 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 5.3 8.3% 4.1% 46.9% 30.0% 4.1% 6.6% 6 6.1 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 6.2 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 6.3 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 6.4 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 6.5 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 6.6 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 6.7 8.3% 4.1% 46.9% 30.0% 4.1% 6.6% 6.8 8.3% 4.1% 46.9% 30.0% 4.1% 6.6% 6.9 57.1% 28.6% 0.0% 0.0% 14.3% 0.0% 6.10 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 6.11 8.3% 4.1% 46.9% 30.0% 4.1% 6.6% 6.12 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 7 7.1 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 7.2 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 7.3 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 8 8.1 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 8.2 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 8.3 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 8.4 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 8.5 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 8.6 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 8.7 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 9 9.1 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 9.2 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 9.3 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 10 10.1 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 10.2 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 11 11.1 8.3% 4.1% 46.9% 30.0% 4.1% 6.6% 11.2 8.3% 4.1% 46.9% 30.0% 4.1% 6.6% 113 14.7% 7.4% 41.6% 26.7% 3.7% 5.9% 12 8.3% 4.1% 46.9% 30.0% 4.1% 6.6% 13 33.1 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 13.2 0.0% 0.0% 56.2% 35.9% 0.0% 7.9% 14 8.3% 4.1% 46.9% 30.0% 4.1% 6.6% Notef 1)Administration Cost to be calculated based on the proportion of the entire cost. 2)Where subtasks are not listed above cost shares are the same as listed for the top task,I.e.Task 12.1 cost share is as listed for Task 12 above.