prepared for: utilities comprehensive master plan and rate

UTILITIES COMPREHENSIVE MASTER PLAN AND RATE STUDY SERVICESB-17-161 RFQ | September 2017

Prepared for: Town of Davie, FL

Section 1

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What’s InsideTab 1. Table of Contents

Tab 2. Proposal Letter / Letter of Interest / Proposal Signature Form

Tab 3. Qualifications of Firm

Tab 4. Qualifications of the Project Team

Tab 5. Project Manager’s Experience

Tab 6. Approach to Scope of Services

Tab 7. Schedule for Completion of Scope of Services

Tab 8. Client References

Tab 9. Required Forms and Attachments

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Section 2

Proposal Letter Letter of Interest

Proposal Signature Form

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September 29, 2017 Mr. Brian K. O’Connor, Procurement Manager Town of Davie Budget and Finance/Purchasing Division Division of Procurement Services 6591 Orange Drive Davie, FL 33314 Subj ect: R FQ N o. B - 1 7 - 1 6 1 – R eq uest for Q ualifications U tilities C omprehensive Master Plan and R ate Study Services Dear Mr. O’Connor: Stantec Consulting Services Inc. (Stantec) is pleased to submit our RFQ response package for the Town of Davie (the Town), RFQ No. B-17-161 – Request for Qualifications Utilities Comprehensive Master Plan (UCMP) and Rate Study Services. Stantec’s RFQ proposal will include the following master planning and rate scope of work services:

1) Work with Town to establish Vision, Goals and Objectives 2) Review Existing System, service area, external constraints, regulations and provide a summary 3) Review and update Town population projections 4) Forecast water, wastewater and reuse demands 5) Evaluate performance and efficiency of the water, wastewater and re-claimed water conveyance systems,

treatment and storage systems 6) Evaluate and establish minimum requirements for Hacienda Village system 7) Evaluate Water treatment improvements and expansion needs 8) Evaluate Wastewater treatment improvements and expansion needs 9) Develop Reuse expansion phased plan 10) Perform Systemwide hydraulic evaluation for water, wastewater and reuse 11) Evaluate and provide recommendations to reduce infiltration and inflow 12) Evaluate effluent disposal, biosolids, potable water offset versus reuse alternatives and provide

recommendations 13) Developed list of improvements needed, work with Town to prioritize the improvements and develop short

term and long term Capital improvement plan 14) Perform Rate Study 15) Conduct a new water, wastewater, and reclaimed water rate study that reflects and supports any

recommendations and improvements identified by the UCMP Effective January 1, 2017, MWH Americas, Inc. merged with Stantec, with Stantec as the resultant corporation. The combined company is now a community of approximately 22,000 people working in over 400 locations worldwide. The Stantec team brings together expertise with a strong local focus on water and wastewater treatment plants, master planning, production and injection well design services, rate study services, utility improvements, construction phase services and other support disciplines. Stantec and its legacy consulting firms have served the Town for more than a decade. Stantec is excited to continue to partner with the Town and is eager to share the enhanced services our combined firm can provide for the Town. We have reviewed your proposed RFQ/contract terms and promise that, if selected, we will execute a mutually satisfactory contract with the Town.

Stantec has reviewed the Town of Davie’s Request for Qualifications Utilities Comprehensive Master Plan and Rate Study Services in detail and has assembled a proposal that highlights experience that we believe is ideally matched to the services you require. We bring a Team with a unique understanding of the issues, challenges, and solutions that must be addressed over the upcoming years to provide the Town with an environmentally sound and sustainable future. During the past two decades, Stantec and its legacy consulting firms have successfully conducted more than 20 Master Plans in the state of Florida (See Section 3, Page 5). We have carefully reviewed the RFQ Scope of Services and are aware of several key directives that support the UCMP. Specifically, Stantec will provide a status of peripheral issues and their likely effects on the Town’s utilities system planning program. We have identified the following key tasks:

Review and Evaluate the Drinking Water Systems….Stantec will thoroughly evaluate and complete each scope item listed in Section 3.3 Drinking Water System. As a key scope item, Stantec’s experienced and renowned hydraulic modeling team will update the Town’s current Drinking Water System Hydraulic Model utilizing the Bentley WaterGEMS software platform. The comprehensive hydraulic model will simulate, analyze, and evaluate the potable water transmission and distribution systems. In accordance with the Town’s listed objectives, Stantec master planners will assess the performance, efficiency and regulatory status of each water treatment plant, raw water supply and potable water quality to provide recommendations to improve overall Utility operations.

Review and Evaluate the Wastewater Treatment Systems…. Stantec will thoroughly evaluate and complete each scope item listed in Section 3.4 Wastewater System. As an example, Stantec will develop a new wastewater (gravity and force main) hydraulic model using Bentley SewerGEMS or Innovyze InfoSewer software platforms. The hydraulic model will simulate, analyze, and evaluate the wastewater collections and transmission to each plant. This hydraulic model will be used as the basis for strategic planning, decision making, and regulatory reporting. Stantec engineers will assess the performance, efficiency and regulatory status of each wastewater treatment plant, effluent quality, biosolids quality, disposal options and provide recommendations to improve overall Utility operations. In addition, Stantec possesses the most extensive I&I management experience in the country. Over the past 20 years Stantec has specialized in I&I reduction and management across the Southeast with programs in Houston, Fort Worth, Baton Rouge, New Orleans, Cape Coral, Atlanta and Miami-Dade.

Maximize the Benefits of Reclaimed Wastewater…..Stantec will thoroughly evaluate and complete each scope item listed in Section 3.5 Reclaimed Water Distribution System. Stantec has worked with clients across Florida to develop reclaimed water system, tailored to their community’s needs. By employing comprehensive modeling programs, our goal is to maximize the Client’s return on investment, not simply checking a regulatory box. The City of Hallandale Beach is an example where Stantec combined the use of existing infrastructure to achieve required reuse levels, but to preserve Biscayne wells under threat of saltwater intrusion. Stantec’s Rate Study Services are second to none……With 35+ professionals dedicated only to water and wastewater ratemaking and financial consulting services, Stantec’s Financial Services Practice possesses the largest collection of 20+ year financial management consultants in the US water industry. Our experience includes development of rates, impact fees, miscellaneous charges, demand projections, feasibility analyses, acquisition analyses, funding assistance, and fully allocated cost of service studies. Stantec will thoroughly evaluate and complete each scope item listed in Section 3.6 Rate Study Services.

Reputable, Experienced and Dedicated Project Management…. The Stantec Team is proud to present Sangeeta Dhulashia, PE, PMP, to serve as Project Manager for this project. Ms. Dhulashia will be personally responsible for the delivery of the Davie Master Plan project. Sangeeta has more than 20 years combined experience as a project manager, process engineer, and master planner. Her experience, pertinent to this RFQ, includes her serving as a successful project manager for 12 SE Florida municipal master plans in the Tri-County area. As a Florida registered Professional Engineer (PE) and Project Manager Professional (PMP), Sangeeta, has successfully served satisfied local clients including City of Sunrise, City of Pompano Beach, MDWASD, City of N. Miami Beach and other SE FL municipalities. Proven History of Project Success…. The Stantec team and our legacy consulting companies have shared a successful project history with the Town of Davie. Recent water projects include: #3 Anion Exchange Treatment System Evaluation & Development of Plant Treatment Short/Long Term Plans WA – 4, Well No. 5 Rehabilitation Oakes Road Planning Level Analysis Study (Oakes Road over Florida Turnpike) Davie Police Station HVAC Study

In addition, Stantec is proud to offer the list of Key Team Member Representative Projects found in Tab 4 of this proposal. These successful projects clearly provide certifiable proof as to our Team’s extensive history of project assignments that are completed, delivered on schedule, within budget, and of the highest quality. Prodigious Depth of Resources…..The combined Stantec team, with our 18 Florida offices, offers the Town of Davie a greater depth of resources, as well as a more comprehensive range of engineering and consulting services. Our commitment…. We, at Stantec, promise to deliver our considerable engineering consulting capabilities to the Town of Davie in a responsive, competent and cost effective manner. The entire Stantec Team believes that we have effectively presented credentials and qualifications that clearly demonstrate our strong desire to continue the mutually beneficial partnership with the Town of Davie. It is our goal to exceed your expectations. In closing, our entire Team is enthusiastic about this project and looks forward to working with you and the Town’s staff to successfully maintain our continuous, long-term working relationship. We look forward to hopefully presenting our ideas for assisting the Town with its challenges and ultimately helping you better serve your customers. We sincerely appreciate the opportunity to present our Statement of Qualifications. Please contact Sangeeta or me at the contact information below should you have any specific questions regarding this proposal package. Sincerely, Stantec Consulting Services Inc.

Timothy G. Rees Sangeeta Dhulashia, PE, PMP Principal, Client Services Manager Project Manager C: 561.315.0572 C: 954.618.9813 O: 954.481.2812 O: 954.851.1572 [email protected] [email protected] www.stantec.com www.stantec.com

mailto:[email protected]

http://www.stantec.com/

Ramon Castella, PE, Vice President / [email protected]

Section 3

Quali�cations of the Firm

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Town of Davie | RFQ: B-17-161 Utilities Comprehensive Master Plan and Rate Study Services 1

Who Are We Stantec has been providing responsive, quality engineering services in southwest Florida for over five decades. We are committed to making Florida a better place to work and do business. With that goal in mind, we work on projects that help improve our communities and the infrastructure that supports them.

The Stantec community unites more than 22,000 employees working in over 400 locations. We collaborate across disciplines and industries to bring buildings, energy and resource, and infrastructure projects to life. Our work—professional consulting in planning, engineering, architecture, interior design, landscape architecture, surveying, environmental sciences, project management, and project economics—begins at the intersection of community, creativity, and client relationships.

Furthermore, as of May 2016, MWH joined with Stantec, bringing a rich, 200-year legacy and extensive experience investigating, planning, designing, and constructing thousands of miles of pipelines, using proven and advanced design and construction methods. Our combined company is now the third largest engineering firm in North America, and unites a community of approximately 22,000 people working in over 400 locations across continents.

More specifically, we have 18 offices within the State of Florida including our local West Palm Beach offices where 33 Stantec professionals are available to assist in this project. Stantec shares the MWH commitment to design, global growth strategy, and market diversity.

At Stantec we are passionate about the design quality of the built environment. We create designs that are timeless, intelligent, and sustainable. We work collaboratively, matching knowledge and experience to client and community goals. Our practice extends from macro to micro—from master planning to architectural and interior design—throughout the life cycle of a project. Our team enjoys a reputation for creating high-performance, fiscally responsible, and award-winning projects.

Qualifications of the FirmWe’re active members of the communities we serve. That’s why at Stantec, we always design with community in mind.

Rankings Stantec is consistently ranked amongst leading national and internationally recognized firms, as described by various publications as well as professional and peer organizations. The following rankings denote our position by the Engineering News Record (ENR) in May, 2017. #10 TOP 500 DESIGN FIRMS #10 TOP 20 DESIGN FIRMS - WATER #6 TOP 20 DESIGN FIRMS - GENERAL BUILDINGS #8 TOP 50 DESIGN FIRMS - TRANSPORTATION


Corporate History Stantec, founded in 1954, provides professional consulting services in planning, engineering, architecture, interior design, landscape architecture, surveying, environmental sciences, project management, and project economics for infrastructure and facilities projects. Continually striving to balance economic, environmental, and social responsibilities, we are recognized as a world-class leader and innovator in the delivery of sustainable solutions. We support public and private sector clients in a diverse range of markets at every stage, from the initial conceptualization and financial feasibility study to project completion and beyond.

Stantec is global corporation in the state of New York and is registered as a legal entity in the State of Florida. Professional licenses are provided below.

Municipal Utilities With the acquisition of MWH, Stantec’s portfolio has grown to include extensive integrated utility planning experience that spans from master planning, operational, financial, regulatory and emergency planning. Stantec’s has completed numerous utilities planning projects. Many of these projects addressed such issues as how to increase a limited long-term water supply source, regulatory compliance, facilities planning, capacity needs assessments, system redundancy, prioritization and replacement of aging infrastructure, and other strategic planning issues. Our engineers focus on the technical complexities associated with operating water and wastewater facilities.

Extensive Master Planning Experience Master planning for capital improvements and rehabilitation and renewal projects has been a part of Stantec’s history of excellence. Stantec has completed numerous utilities planning projects that are relevant to the Town of Davie Utilities Comprehensive Master Plan and Rate Study RFQ. Many of these projects addressed such issues as prioritization and replacement of aging infrastructure, system redundancy, facilities planning, increasing a limited long-term water supply source, regulatory compliance, capacity needs assessments, and other strategic planning issues.

Stantec has prepared more than 800 master plans and feasibility studies for wastewater, water, storm drainage, and industrial waste systems – many of which are similar in size and scope to the needs of the Town of Davie.

State of FloridaDepartment of State

I certify from the records of this office that STANTEC CONSULTINGSERVICES INC. is a New York corporation authorized to transact business inthe State of Florida, qualified on November 14, 2001.

The document number of this corporation is F01000005948.

I further certify that said corporation has paid all fees due this office throughDecember 31, 2017, that its most recent annual report/uniform business reportwas filed on February 16, 2017, and that its status is active.

I further certify that said corporation has not filed a Certificate of Withdrawal.

Given under my hand and theGreat Seal of the State of Floridaat Tallahassee, the Capital, thisthe Fourteenth day of July, 2017

Tracking Number: CU5846651140

To authenticate this certificate,visit the following site,enter this number, and thenfollow the instructions displayed.

https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication

“(Stantec) was fundamental to our success in Atlanta. Their people, experience and systems delivered results, on-time and under-budget.”-Shirley Franklin - Former Mayor, City of Atlanta


Several examples of these master planning projects can be found in Tab 3 – Qualifi cations of Firm. Our utility planning projects have included a full-range of assignments, including:

• Risk-based distribution renewal/replacement planning

• System performance and level-of- service assessments

• Project Alternatives Evaluations and recommendations

• Capital Improvements Planning and Project Prioritization for near and long-term development horizons

• Data collection and research

• Water distribution, reclaimed water and wastewater collection system modeling

• System effi ciency and reliability assessments

• Funding Assistance: Funding methods, alternatives,

• and solutions

• Maintenance and replacement analysis

• Current demand analysis and future demand forecasting

• Resources, operations, and staffi ng analysis

• Policy objective analysis

• Participatory decision making

• Operational evaluations/recommendations

• Water storage requirement

• Cost Estimating

• Infrastructure assessments

• Condition assessment of pipelines and facilities

• Water quantity/quality analyses and optimization

• Water supply source analysis

• Surge analysis

• Stakeholder Consultation

• Rate analysis and capacity fee determination

• Treatment process evaluations

• Real Time Control Philosophies

• Smart Water and Sewer System Operations

Goals/Objectives

Immediate Results.Comprehensice PlanDevelop a master plan that produces actionable information for the near term and delivers a holistic vision to secure the utility’s long-term future.

Protect Institutional KnowledgeReuse institutional knowledge, inside and outside the Town, and codify the methodology and results for future success.

Protect Institutional KnowledgeSupport Town team members and external stakeholders by applying open, defensible business cases to project scope and timing.

Consistent and Reliable PlanningApply a methodology that results in a dynamic and unifi ed master plan.


Figure X: Map of North American Master Planning ExperienceNorth American Master Planning Experience

SECTION 3 – QUALIFICATIONS OF THE FIRM

MWH PROPOSAL - CITY OF FORT LAUDERDALE // COMPREHENSIVE UTILITY STRATEGIC MASTER PLAN JUNE 2014 // 8

MWH Knows Municipal Utilities MWH has a portfolio of extensive integrated utility planning experience that spans from master planning, operational, financial, regulatory and emergency planning. Master planning for capital improvements and rehabilitation and renewal projects has been a part of MWH’s Florida history of excellence. MWH has completed numerous utilities planning projects. Many of these projects addressed such issues as how to increase a limited long-term water supply source, regulatory compliance, facilities planning, capacity needs assessments, system redundancy, prioritization and replacement of aging infrastructure, and other strategic planning issues. Our engineers focus on the technical complexities associated with operating water and wastewater facilities.

Extensive Master Planning Experience MWH has prepared more than 400 master plans and feasibility studies for wastewater, water, storm drainage, and industrial waste systems – many of which are similar in size to the City of Fort Lauderdale. Several examples of these projects can be found in the Standard Form 330 Section F of this Statement of Qualifications. We thoroughly understand the holistic need of the City and provide planning solutions by evaluating a variety of options that fit the City’s need. MWH has proven experience in planning within Southeast Florida and has completed the Palm Beach County Raw Water Master Plan (2001), the City of Cape Coral Facilities Plan (2004), Marco Island Water and Wastewater Master Plan (2005), and the City of Sunrise Water and Wastewater Master Plan (2008). Along with master plans, MWH has in-depth regulatory planning experience that includes consumptive use permit planning, water supply facilities planning, reuse feasibility planning, planning during rate study development and bond feasibility evaluation,

and planning for disaster recovery. MWH is at the forefront in rebuilding New Orleans post Katrina disaster. Our utility planning projects have included a full-range of assignments, as shown in the following table.

Water Wastewater Utility-Wide Integrated Utility Planning Integrated Utility Planning SCADA and Control Systems Demand Forecast Flow Forecast Asset Management

Water Supply Planning Pumping and Transmission System Modeling Electrical Engineering

Wellfield Evaluation and Planning Infiltration and Inflow Evaluation Civil Engineering Consumptive Use Permitting Treatment Process Environmental Engineering

Hydraulic Distribution Modeling Effluent Disposal Sustainable Planning/Climate Change/Sea Level Rise

System-wide Water Quality Improvements

Reuse Planning, Design and Implementation Regulatory Review

Treatment Process Optioneering Organization Structure Storage Tank and High Service Pumping Biosolids Management Planning

Solids Management Water Conservation Water and Wastewater Energy/Operational Optimization Capital Improvements Plan Grant Funding Financing

MWH provides a level of expertise in water,

wastewater, infrastructure, and master planning that is

difficult to match in any other organization in the world. We have earned a reputation as one of the

world’s leading global multi-discipline, full service

environmental engineering and consulting firms and we will leverage this locally for the City of Fort Lauderdale.

MWH with its proven comprehensive utility planning abilities can offer this vital service to the City that fits the available funding from different sources.

Master Planning Assignments


FLORIDA MASTER PLANS

MASTER PLAN DATE

Palm Beach International Airport Master Plan 2000

Palm Beach County Raw Water Master Plan 2002

City of Cape Coral Water, Wastewater and Irrigation Master Plan

2004

North Cape Site Master Plan 2004

City of Cape Coral Biosolids Master Plan 2005

Marco Island Utility Master Plan 2005

Charlotte County Wide Water Supply Master Plan 2008

Sunrise Water and Wastewater Master Plan 2008

Ft. Myers Stormwater Master Plan 2010, 2013

Village of Wellington Master Plan 2011

City of Sarasota Wastewater I/I Master Plan 2011

Lakewood Ranch Potable/ WW Master Plan 2011

Bonita Bay Resource Conservation Systems Update to Integrated Reclaimed Water Master Plan

2014

WPB WTP Master Planning 2014

City of Sunrise Water Supply Facilities Plan 2014, 2008

City of Pompano Beach Water Supply Facilities Plan 2014, 2008

City of North Miami Beach Water Supply Facilities Plan 2014, 2008

City of Pompano Beach Water System Master Plan 2016

City of Venice Reclaimed Water Master Plan 2017

Miami Dade Central District Stormwater Master Plan 2017

(2000-to Present)


Water Resources Stantec has completed over 65 ASR projects in more than 10 states for the storage and recovery of treated drinking water and raw groundwater for public water supply and reclaimed water for irrigation and reuse supply. Stantec is the leader in injection well facilities design. Our sta� has provided design, permitting and construction services for over 40 deep injection wells throughout Florida.

Our sta� have played key roles in the design, permitting, and construction of injection wells throughout south Florida.

Water Use Permits Stantec has obtained Water Use Permits for over 30 utilities in Southeast Florida. We understand the regulations, the stakeholder interests, and the procedures involved in obtaining water use permits. Our water use permitting experience for local water supply projects is extensive, spanning over 30 years and beginning with Broward and Palm Beach Counties; clients who achieved many permit firsts.

• Palm Beach County - Obtained the first 20-year water use permit ever given by the SFWMD in 2000.

• City of North Miami Beach - Obtained 20-year Water Use Permit that included three di�erent treatment methodologies (lime softening, nano-filtration, reverse osmosis). The first utility in Miami-Dade County to provide for Alternative Water Supply from the brackish Floridan Aquifer.

• City of Sunrise - Obtained 20-year Water Use Permit under the new Lower East Coast (LEC) Water Supply Plan and Regional Water Availability Rules adopted in February 2007.

Computer Modeling The Town of Davie has a need to update both hydraulic distribution and wastewater transmission system model. Stantec engineers, hydrogeologist and geoscientists, are experienced in the development and analysis of water distribution, collection systems, force main systems and aquifer models.

Stantec is an industry leader in computer modeling for water system hydraulics and water quality. Our sta� is experienced in selecting appropriate software for creating computer models, evaluating model results, and developing and integrating databases. We help you maximize your success through a combination of industry-savvy veterans and engineers as well as leading GIS and modeling specialists, best-in-class methodologies, proven tools, and in-depth implementation know-how. We have recently performed hydraulic modeling for the City of Miramar, City of North Miami Beach, City of Cape Coral and the City of Sunrise.

Stantec Florida Sta�Hydrogeology Experience


Water Treatment The City has Five Ash Lime Softening Water Plant (70 mgd) and Peele Dixie membrane treatment plant (20 mgd) and is seeking for improved water quality, operational enhancements through efficiency in energy, chemical and resources and reliability. Stantec has designed more than 680 water treatment plants with capacity ranging from less than 1 to over 1,000 mgd. Our company provides expertise from conventional treatment to membrane filtration to ozonation. Stantec experts have been designing large, conventional water treatment facilities for more than 60 years.

Wastewater Treatment Our wastewater experience is all encompassing, and includes collection systems, treatment facilities, residuals management and handling, odor control and air pollution. Our designs have included primary treatment, biological secondary treatment, and tertiary treatment involving a variety of unit operations. Stantec has designed facilities for sequencing batch reactors, enhanced biological nutrient removal, membrane bioreactors, ballasted flocculation, tertiary filtration, disinfection systems including chlorine, UV and advanced oxidation technologies (UV/UV-peroxide, UV/Ozone), odor control, and sludge handling.

Reuse and Water Reclamation Stantec is pioneer in wastewater reuse projects locally, regionally and globally. We provide our clients with a wide array of reuse service offerings including feasibility, planning, alternative evaluation, treatment, public outreach, and alternative water supply. We have experience ranging from satellite or centralized treatment plants for irrigation, surface water recharge, ground water recharge, ASR wells for reuse, pilot studies and have the capability to provide full range of reuse planning to the City.

As part of Water Reuse Research Foundation, Stantec is evaluating the impacts of reuse water on surface water bodies; the results of this study will have significant impact to any utility anticipating purple pipe irrigation systems as part of their long term water management plan. Stantec is the lead author for the Reuse Foundation’s study that examines disinfection requirements for satellite water recycling facilities against California standards, recognized as one of the most comprehensive sets of high effluent water treatment process requirements.

Solids Management Stantec experts provide a full range of biosolids services, including biosolids master planning, design, permitting, air emissions, environmental monitoring and construction management support. Recent project elements include:

• Sludge Thickening

• Digestion (aerobic, anaerobic, thermal hydrolysis)

• Temperature-phased digestion

• Thermal drying

• Co-combustion with municipal solids wastes

• Dewatering

• Odor Control and Disposal Methods

Stantec investigates the most promising options for biosolids handling at facilities with expertise on sludge digestion, thickening, dewatering drying, storage and conveyance. Stantec has team of experts that study the impact of the proposed changes to biosolids regulations in Florida.

We have planned, designed, and managed that construction of more than 500 wastewater treatment facilities ranging in size from 0.25 mgd to over 800 mgd with a constructed value in excess of $30B.


Rate Study Our team understands that the success of your utility is often judged on how well you avoid financial and stakeholder turmoil while you continue to invest in your assets and deliver great service. A financial plan from Stantec combined with our blend of industry knowledge and local expertise, will help you identify di¤culties in advance, analyze your options, and plot the course for a save arrival at your future. Our Financial Analysis and Management System (FAMS-XL) modeling platform always results in the lowest possible rate for your customers without sacrificing the financial performance you need.

With 35+ professionals dedicated only to water and wastewater ratemaking and financial consulting services, Stantec’s Financial Services Practice possesses the largest collection of 20+ year financial management consultants in the US water industry. Our Financial Services Practice has well over 300 years of combined utility rate study experience, bringing expertise and a broad range of experience to each study we conduct. We have a rich history and diverse background that has made us who we are today – an industry leader in providing independent and objective financial management services to local governments throughout the country.

We have a tremendous amount of experience with and knowledge of a variety of accepted ratemaking and cost of service methodologies, including practices and approaches identified in American Water Works Association (AWWA) and Water Environment Federation (WEF) manuals, as well as accepted industry practices in various parts of the country. In addition, we are very familiar with the criteria used by the municipal ratings agencies in evaluating the financial health of municipal utility systems. In fact, our team has conducted financial feasibility analyses and other services in support of the issuance of $1 billion in utility bonds in just the past five years.

Our experience includes development of rates, impact fees, miscellaneous charges, demand projections, feasibility analyses, acquisition analyses, funding assistance, and fully allocated cost of service studies. Stantec’s Financial Services Practice has developed a powerful modeling system and a “live interactive process” to accomplish the integration of key financial, capital planning, and rate design components.

The senior members of our Financial Services Practice have been recognized as industry experts in various state and federal utility ratemaking proceedings. Several of our senior members, including our proposed Project Director, are currently serving on the AWWA Rates and Charges Committee, and were recently involved in an update to AWWA Manual M1 – Principles of Water Rates, Fees and Charges. This experience allows us to bring industry best practices to our approach to financial forecasting, management, cost or service, and rate making.

Additionally, Stantec’s Financial Services Practice is home to an impressive amount of experience and knowledge. For example, our practice leaders author articles for industry trade journals on a regular basis, and have authored or co-authored most of the standards that serve as industry guidelines for setting utility rates and charges. We aspire to provide our clients with financial guidance that makes a di�erence in their organizations, their performance, and in their communities. Our practice covers a broad range of financial issues for our clients, a representative listing is provided on the following page.

In 2009 we conducted an Impact Fee Study which included the development of impact fees focused on the level of service standards adopted by the Towns’ Comprehensive Plan.


Town of Davie, FL Qualifications Statement

2

Rate Studies

• Water & Wastewater • Reclaimed Water • Stormwater

• Electric / Gas • Solid Waste & Recycling • General Government Services

Cost-of-Service Analysis • Proposition 218 compliance • Wholesale/Outside-City rates • Functionalized cost allocation

• Complex regional cost-sharing models • Custom cost allocation modeling • Asset/rate base allocation

Long-Term Financial & Capital Plans • Establishing financial goals and

objectives • Managing reserve levels • Bond feasibility plans

• Live workshop scenario analysis • Sensitivity analysis • Bond rating improvement plans

Development Fees / System Development Charges • Legal compliance evaluation • Buy-in fee development • Incremental fee development

• Expert witness assistance • Hybrid fee approaches • Developer reimbursement plans

Benchmarking • Proprietary U.S. database • 100 data points per record • 50,000 total financial metrics (current)

• Common-size financial statements • 1, 3, and 5-year industry averages • Custom screen and peer group

comparisons

Affordability

• Innovative, unique approach, WARi™ • Industry-changing measurement

technique • Multi-year affordability metrics

• Output to high-definition maps • Regulatory case support • Low-income program development

Revenue Variability Solutions • Mitigation strategies • Weather variability analysis • Revenue risk assessment

• Weather-risk insurance products • Custom underwriting solutions

It is important to note that we have worked with the Town before. In 2009 we conducted an Impact Fee Study which included the development of impact fees focused on the level of service standards adopted by the Towns’ Comprehensive Plan.

We Are Better TogetherWhen we combine our unique strengths and passion, we

reach our full potential as an organization and trusted

advisors to our clients.


CLEAN WATER ATLANTA PROGRAMCity of Atlanta, Georgia

PROJECT DESCRIPTION:The Atlanta Department of Watershed Management initiated the Clean Water Atlanta Program in response to two consent decrees. These decrees require completion of combined sewer overflow (CSO) and sanitary sewer overflow (SSO) capital remedial improvements by 2008 and 2014, respectively, The City faced a moratorium on new sewer connections and additional stipulated penalties if deteriorating sewers are not repaired and/or capacity-limited sewers are not corrected. Work has been ongoing since 2001.

Key Hydraulic Modeling Services ProvidedOne of our keys tasks as program manager was to develop a comprehensive sewer collection system model for the 1,600 mile and 14 pump station system as an early step in managing the system operation and the capital improvements effort. Initially using XP-SWMM software, a dynamic model that takes surcharging and backwater curves into consideration, MWH assisted the city in conversion to InfoWorks to reduce the modeling manpower requirements and to provide a more robust graphics interface. MWH also conducted sewer flow monitoring, rainfall monitoring, and calibration for the entire wastewater collection system model. Our complete, calibrated system model determines the available wet-weather capacity of sewer lines and declares which basins are capacity-limited. Other users of the model include planning and design, prioritization of sewer rehabilitation projects, and a means of providing support for inter-jurisdictional agreements.

Using this model, the MWH Team also performs technical reviews of planned land development projects in capacity-limited basins. The review includes all wastewater infrastructure downstream of the proposed developments’ connection to the City system including sewer trunks and outfalls, water reclamation facilities and sewage pump stations.

Also key to this model creation was the development of a comprehensive GIS database in ArcView environment that will include detailed information on sewer pipes, manholes, pump stations, flow monitors and rain gauges, as well as extensive GIS demographic data such as population and development density. In addition, MWH integrated CADD-based land features and topographic information to provide a 3-D environment for identifying hydrologic drainage basins and sewer service areas.

GIS Database Maintenancene of the tasks was to maintain the City’s mapping database pertaining to sewers and manholes. The first step was to convert Watershed’s Computer Aided Design Drawings (CADD) into a Geographic Information Systems (GIS) format. Secondly, the City provided up to date, accurate information from a survey of all existing manholes and pipeline, greater than 8 inches in diameter. This information is used to help QA/QC the old CADD drawings as well as the GIS database. All work performed on the sewer system (i.e. preventative maintenance, CCTV, insitu form, manhole inspection, smoke and dye testing) will be logged and linked to the GIS database. When appropriate, these data are also used to QA/QC and update the existing sewer and manhole databases.

Sewer System Evaluation Survey MWH has created a comprehensive sewer collection system model to determine the capacity of approximately 1,600 miles of sewer lines. Thus far, the SSES/Rehab portion of the Clean Water Atlanta Program has completed over 350 miles of work on rehabilitation with over 285 miles of Cured-In-Place-Pipe (CIPP) lining of sewers from 4 inches up to 54 inches in diameter; over 46 miles of pipe bursting in sewers from 6 inches up to 24 inches in diameter (many with two pipe size increments); over 23 miles of open cut trench replacement/realignment and over 10,000 laterals being renewed. All collapses were externally point repaired when encountered. All manhole covers have been raised to grade as well as being charted by GPS. Many manholes have been rehabilitated where appropriate. In addition, the SSES work also necessitated the cleaning of all sewers less than 18 inches in


diameter and using an Annual Large Diameter Cleaning Contract for sewers greater than 24 inches in diameter. This has resulted in removal of more than 6,500 tons of silt and debris from the system. To date, MWH has successfully designed, initiated and managed 346 individual SSES/Rehab construction projects ranging in scope and size from $4M to $30M for a total rehabilitation construction cost in excess of $360M. Additional Services Provided • Performing SSES for the 1,600-mile separate sanitary sewer system and combined sewer system. • Performing engineering design for 661 miles of planned sewer rehabilitation. • Creating a construction management group staffed by City, MWH and other City consultants to administer

the City’s planned $800M sewer rehabilitation effort. • MWH assisted the City in framing an operation and maintenance approach called • “Operation Clean Sewer” as a measure to protect the structural and hydraulic integrity of the collection

system and substantially reduce SSOs. • MWH prepared an automated sewer rehabilitation design approach using the SSES database and developed

standard technical specifications for sewer rehabilitation contract bidding documents. • Prepared and supported implementation of a cMOM program, including a Capacity Assurance Program;

Overflow Emergency Response Plan; and Fats, Oils and Grease (FOG) Control Program. SCOPE: Modeling, GIS and asset database, I/I, SSES, rehabilitation contract procurement and management LOCATION: City of Atlanta INITIAL COST ESTIMATE: $267,000,000 ACTUAL COST: $267,000,000 SERVICES: Engineering Study Services DATE OF COMPLETION: Ongoing NUMBER OF PROJECTS SUCCESSFULLY COMPLETED ON SCHEDULE, WITHIN BUDGET: All MEMBERS OF PROPOSED TEAMED WORKED ON THIS PROJECT: Sangeeta Dhulashia, Kai Iaukea, Becky Hachenburg, Soli Rojas


FACILITIES PLANNING REPORT City of Cape Coral, Florida

PROJECT DESCRIPTION: MWH was chosen to develop a Facilities Planning Report (FPR) for the City of Cape Coral, Florida to provide a strategy for the development of all facilities and utilities to facilitate the dynamic growth envisioned by the Community Redevelopment Agency (CRA). The objectives of the FPR were to identify the infrastructure needs through build-out population, identifying needed improvements in a series of proposed phases. The scope of work/study results included: 1) Completed population and demand projections that included external

impacts such as seasonal, economic and rain-drought and performed sensitivity analysis to select forecasted demands.

2) Conducted an evaluation of water treatment and wastewater treatment facilities rehabilitation, upgrade and expansion needs including process reliability upgrade needs. This evaluation included raw water supply, treatment, storage, transmission-distribution, wastewater collection, transmission, treatment, biosolids treatment-beneficial use, water reclamation, deep well injection and aquifer storage and recovery.

3) A master plan was recommended for infrastructure expansion and upgrade with existing and future regulations in perspective. This plan was prioritized with a high level schedule of projects along with a magnitude of project cost.

4) MWH developed an all-pipes model of the potable water distribution system network. This model considered a system 80 years into future. The potable system includes 750 miles of water main, a central reverse osmosis treatment plant, and two reservoir and pump station facilities. Model development included one week of field testing and two weeks of system monitoring for verification of the model. The model was used to analyze the existing system for localized improvements and to plan expansion of the system’s infrastructure to meet a 350% increase of water demand twice the area currently supplied.

5) Utilizing hydraulic modeling software, fireflow analysis, extended period simulations (EPS), possible scenario analysis, sizing, scheduling, facility design, water quality, and demand allocation were conducted.

6) MWH supported the City of Cape Coral with compliance for Initial Distribution System Evaluation (IDSE) Disinfection Byproduct Rule (DBPR) Stage II reporting and is responsible for submitting the Cape Coral IDSE DBPR Stage II report.

7) Future utility demands were forecasted using a population model, future land use guidelines, and discussions with Agency staff. These demands were fed into respective network models to develop phasing of necessary future infrastructure improvements.

8) Potable, Irrigation, and Waste Water hydraulic modeling was completed for the existing potable, irrigation, and wastewater systems. The model identified the need for future pipeline improvements and properly sized above-ground storage tanks to provide adequate levels of service for fire hydrant flow.

9) New utility corridors were identified to relocate existing utilities and future improvements to take advantage of transmission mains and minimize impacts.

SCOPE: Facilities Engineering Study and Master Planning LOCATION: City of Cape Coral LUMP SUM FEE: $545,000 SERVICES: Engineering & Master Planning Services DATE OF COMPLETION: 2015 NUMBER OF PROJECTS SUCCESSFULLY COMPLETED ON SCHEDULE, WITHIN BUDGET: All MEMBERS OF PROPOSED TEAMED WORKED ON THIS PROJECT: Gabe Maul, Neil Johnson


UTILITY MASTER PLAN City of Marco Island, Florida

PROJECT DESCRIPTION: The City of Marco Island is a small barrier island with a recently acquired utility business. MWH was hired to assist in the setting up of the utility as well as develop the first Master Plan for Marco Island Utilities (MIU). This Utility Master Plan (UMP) was performed to provide an overall strategy and direction for the management of the City’s water and sewer systems. The UMP describes current system conditions, defines the expansion of the utility system, provides recommendations on utility system expansions, and identifies regulatory issues that may impact MIU. Marco Island’s water treatment system is composed of three water treatment plants, including a 6.67 mgd Lime Softening (and membrane) Plant on the Island, a 0.72 mgd Lime Softening Plant at Marco Shores, and a 6 mgd RO WTP on the Island. Several options for future water treatment capacity were considered and ultimately a new treatment process was recommended. The recommended option was to reduce the City’s dependence on the production (brackish) wells and to increase the capacity of the Marco Lakes system. The Marco Lakes system would supply the base demand throughout the year and the brackish wells would be used to meet seasonal peaks. Use of Marco Lakes system would require additional treatment. Nanofiltration process was considered with a consideration of converting two RO trains to nano trains. The NF finished water was proposed to be blended with the RO finished water to produce a product similar in hardness to which the Marco Island Utilities customers are accustomed. This strategy provided the City with operational flexibility and allowed the City to optimize its current infrastructure. MWH personnel carried out a comprehensive evaluation of the existing wastewater treatment plant that included instituting an increased sampling protocol and process modeling of the plant using the BioWin program. Through these tools, a different process was ultimately recommended for Marco Island in order to best treat the flows and loads the plant sees now and will see in the future. An Unsewered Strategy was developed for the City as well. Four of the most widely-known sewer technologies were evaluated as part of this study, including vacuum, low pressure sewer (grinder pump) systems, the Septic Tank Effluent Pumping (STEP) system, and conventional gravity sewer. An analysis of cost/non-cost advantages and disadvantages was carried out to compare these alternatives. The scope of work included: 1) Development of a Master Plan that encompassed facilities planning for water resources, potable water

treatment, and wastewater treatment facilities 2) The scope of work included hydraulic modeling of water, wastewater, and reclaimed water systems 3) Evaluation of reclaimed aquifer storage and recovery 4) Sewering portions of the City that still utilize septic tanks 5) MWH facilitated meetings with regulatory agencies including FDEP and SFWMD regarding issues at existing

plants as well as information gathering meetings related to the future development and direction of MIU. SCOPE: Utility Master Plan LOCATION: City of Marcos Island LUMP SUM FEE: $750,000 SERVICES: Engineering Study Services DATE OF COMPLETION: 2006 NUMBER OF PROJECTS SUCCESSFULLY COMPLETED ON SCHEDULE, WITHIN BUDGET: All MEMBERS OF PROPOSED TEAMED WORKED ON THIS PROJECT: Becky Hachenburg, Sangeeta Dhulashia


PROGRAM MANAGEMENT City of Sunrise, Florida

PROJECT DESCRIPTION: In 2010, the City of Sunrise selected Stantec to provide engineering, consulting and program/project management services. As the City’s program manager, Stantec managed five engineering consulting firms in addition to providing support staff of various levels and skills. The program consisted of over 50 projects in various life cycle ranging from concept level to construction closeout phase. Stantec provided the City with planning, permitting, consultant oversight, technical reviews, schedule management, budget controls for a $440 M 20-year CIP. A full range of professional engineering services was provided to support the City’s Utilities Department and to assist the City staff in refinement and implementation of the 2008 Master Plan, future studies and alternative evaluations, engineering support for financing and related engineering duties necessary to support the day to day operations of the utility. Example projects that Stantec provided engineering consulting service to the City of Sunrise include: 1) Rehabilitation of Biscayne wells due to sanding issues, 2) Treatment plant 4-log compliance permitting, 3) Permitting of deep injection well (WWTP) and concentrate wells (Nano and reverse osmosis concentrate 4) Design and construction of reuse facilities, 5) Design and construction of reuse distribution system, 6) Consumptive use permit support, 7) Rehabilitation of water mains, lift stations, water and wastewater treatment facilities, 8) Fire protection implementation, 9) Network modeling of water and wastewater systems, 10) Process upgrade evaluations for lime softening treatment plants, and operations optimization.

Stantec performed various types of program management and master planning including: 1) Organizational management 2) Concept level evaluations 3) Project justifications with business cases and project prioritization, 4) Evaluation of needs versus funding availability, 5) Master planning for reuse utilities 6) Network modeling for water and sewer main improvement prioritization 7) Biosolids evaluation and planning SCOPE: City of Sunrise Program Management LOCATION: City of Sunrise INITIAL COST ESTIMATE: $8,000,000 ACTUAL COST: $8,000,000 SERVICES: Program and Master Planning Services DATE OF COMPLETION: 2015 NUMBER OF PROJECTS SUCCESSFULLY COMPLETED ON SCHEDULE, WITHIN BUDGET: All MEMBERS OF PROPOSED TEAMED WORKED ON THIS PROJECT: Sangeeta Dhulashia, Brian LaMay, Gabe Maul, Neil Johnson, Becky Hachenberg


WATER AND WASTEWATER MASTER PLAN City of Sunrise, Florida

PROJECT DESCRIPTION: The City of Sunrise provides water service to approximately 215,000 people in Broward County encompassing an area of approximately 70 square miles. The City serves the entire City of Weston, portions of Town of Southwest Ranches, portions of Town of Davie, and the entire City of Sunrise. In October of 2007, the City authorized MWH to prepare an updated comprehensive water and wastewater master plan. MWH prepared ‘Sunrise Utilities 2030 Water and Wastewater Draft Master Plan’. This master plan provides the City with a comprehensive and detailed evaluation of the City’s water and wastewater treatment plant facilities and identified those improvements needed through the year 2030.

The principle objectives of this plan were to :

1) Develop population projections, water demand and wastewater flow

projections, an evaluation of the existing water and wastewater facilities 2) Evaluate, cost and rank water supply alternatives, 3) Develop and evaluate Alternative Water Supply (AWS) options and to select most cost-effective and

favorable combination of AWS options for implementation. 4) Based on the selected AWS strategy, the remainder of the Master Plan was developed with infrastructure

expansion and improvements. 5) Projects were developed with an implementation schedule based on priority of its origin ranging from

regulatory, service and growth driven criteria. The results of this Master Plan are intended to be used as the guide for capital improvements planning (CIP), financing and implementation.

6) To integrate of the system into a singular data library; a mapping and creation of an atlas-like database was completed

7) A complete model of the system was created to evaluate its current performance, and then, after calibration, create projections and targets to manage growth and services for its customers. The challenges of the project were complicated by having to integrate a new set of rules and regulations provided by the South Florida Water Mangement District (SFWMD) and the Florida Departement of Environmental Protection (FDEP) in having to manage their water resources from the groundwater source to the utilization of treated wastewater to recycle into the irrigation plans and/or recharging of the water source.

SCOPE: Sunrise Water and Wastewater Master Plan LOCATION: City of Sunrise INITIAL COST ESTIMATE: $1,5000,000 ACTUAL COST: $1,474,749 SERVICES: Engineering Study Services DATE OF COMPLETION: 2008 NUMBER OF PROJECTS SUCCESSFULLY COMPLETED ON SCHEDULE, WITHIN BUDGET: All MEMBERS OF PROPOSED TEAMED WORKED ON THIS PROJECT: Sangeeta Dhulashia, Brian Lamay, Neil Johnson


WATER SYSTEM MASTER PLAN City of Pompano Beach, Florida

PROJECT DESCRIPTION: In August 2014, the City of Pompano Beach authorized MWH to develop a comprehensive Water System Master Plan for the 2020 planning horizon. MWH performed demand projections and allocations utilizing hydraulic modeling software for the project. The scope of work/study results included: 1) Using the hydraulic model, MWH perform model runs under Extended

Period Simulation (EPS) and Steady-State scenarios. 2) The model was configured for the maximum and average day demand

conditions as appropriate to evaluate future water system hydraulics for the purpose of planning future infrastructure for year 2020. Future water infrastructure improvements and expansion were assessed to serve projected water demands in anticipated growth areas.

3) An evaluation of the water system storage and high service pumps capacities was completed.

4) The model was configured to simulate sequential fire flow to evaluate individual fire hydrants fire flow capabilities and system performance during maximum day. Five commercial and industrial sites using multiple fire hydrants for fire suppression were evaluated to determine system fire flow capabilities.

5) An evaluation of system redundancy, and identification of critical transmission mains crucial to the system operation under demand conditions were also performed as part of this project.

6) A pipeline replacement prioritization plan was developed by MWH and City perosnnel 7) MWH developed in conunction with City personnel produced a list of projects to be included in the short

term and long term Capital Improvements Plan. SCOPE: Water System Master Plan LOCATION: City of Pompano Beach LUMP SUM FEE: $58,299 SERVICES: Engineering Study & Master Planning Services DATE OF COMPLETION: 2015 NUMBER OF PROJECTS SUCCESSFULLY COMPLETED ON SCHEDULE, WITHIN BUDGET: All MEMBERS OF PROPOSED TEAMED WORKED ON THIS PROJECT: Sangeeta Dhulashia, Neil Johnson, Brian LaMay


WASTEWATER MASTER PLAN City of Sarasota, Florida

PROJECT DESCRIPTION: The City of Sarasota embarked on an aggressive program in 1980 to evaluate the wastewater collection system and perform rehabilitation to remove infiltration and inflow. The effects of 25 years of sewer rehabilitation, lift station upgrades, and new force mains has had an impact on the integrity and operation of the wastewater collection system. However, the impact of these system improvements has been difficult to quantify and present in a format that can be understood by City management and easily used by the sewer department staff in their daily operations. Stantec developed a tool to better assess the benefits of 25 years of collection system improvements. That tool includes include an enhanced Geographic Information System and a Citywide Wastewater Collection System Master Plan that provides direction for future collection system improvements. Additionally the intent of the master plan was to improve the ability and methodology to see the progress that has been made and clarify the impact of future rehabilitation projects on the overriding need to manage the entire collection system to prevent overflows and structural failures. With enhanced GIS, the City has improved problem solving tools to allow the City to properly prioritize maintenance, capital improvements and emergency spending for a key number of plausible future projects. The longer term benefit of this pioneering work is to provide a platform for municipal and provincial officials to better assess the performance of maintenance practices and effectiveness of dollars spent maintaining the wastewater infrastructure. SCOPE: Wastewater Master Plan LOCATION: City of Sarasota INITIAL COST ESTIMATE: $ ACTUAL COST: $ SERVICES: Engineering Study & Master Planning Services DATE OF COMPLETION: NUMBER OF PROJECTS SUCCESSFULLY COMPLETED ON SCHEDULE, WITHIN BUDGET: All MEMBERS OF PROPOSED TEAMED WORKED ON THIS PROJECT: Kelly Blake


DRINKING WATER PUMP STATION DESIGN AND OPERATION FOR ENERGY EFFICIENCY (REPORT #4308) Water Research Foundation, Various US Locations

PROJECT DESCRIPTION: Water utilities are increasingly evaluating energy efficient and environmentally sustainable solutions because of rising energy costs, energy security and reliability concerns, and greenhouse gas (GHG) emissions from energy usage. It is important that pump stations, which are major energy users in drinking water systems, are designed and operated in cost-effective and energy efficient manners. This project served to develop a guidance manual and software tool focused on utilizing a holistic approach to design of drinking water pump stations in an energy efficient manner. The project team developed this manual so that the pump station designer and operator are able to determine design criteria (flow and head) where wire-to-water efficiency needs to be optimized; improve pump wire-to-water efficiency in the water industry; design pump stations to ease periodic pump efficiency testing, and/or to provide for continuous real-time pump efficiency readings and to understand their benefits; provide “intelligent” pumping system controls to optimize efficiency at flows and head where the pumps operate most of the time; address the appropriate design/application of variable speed drives; understand the interface between network designers and pump station designers with respect to its contribution to overall energy efficiency of the pump station; estimate the potential annual energy, cost, and carbon savings from pump station efficiency improvements; and provide tools to utility staff to manage and provide flexibility in pumping systems operation in order to save energy. In addition to the guidance manual, the project team developed a software tool to assist water utilities in estimating the potential annual savings on energy consumption and estimating the reduction in carbon emissions from pump station efficiency improvements. SCOPE: Pump Station Design and Operation for Energy Efficiency LOCATION: Various US Location INITIAL COST ESTIMATE: N/A ACTUAL COST: N/A SERVICES: Engineering Study Services DATE OF COMPLETION: 2010 NUMBER OF PROJECTS SUCCESSFULLY COMPLETED ON SCHEDULE, WITHIN BUDGET: All MEMBERS OF PROPOSED TEAMED WORKED ON THIS PROJECT: Mohammad Badruzzaman, David Hackworth


#3 ANION EXCHANGE TREATMENT SYSTEM EVALUATION & DEVELOMPENT OF PLANT TREATMENT SHORT/LONG TERM PLANS Town of Davie, Florida

PROJECT DESCRIPTION: The Town of Davie (the Town) operates a lime softening water treatment plant (WTP) at System 3, which uses the Biscayne Aquifer as the raw water source. In 2008, an additional anion exchange (IEX) treatment system was installed downstream of the filters to remove objectionable color from the water. The system has been operating successfully since installed in 2008, however, objectionable odors in the finished water resulted in customer complaints. MWH/Stantec was hired to investigate this issue and develop a short and long term plan to resolve this odor problem. The scope of work/study results included: 1) A review of existing information including water quality data, record drawings, O&M manuals and test

reports. 2) Site visits to evaluate other WTPs utilizing IEX treatment on a similar water source were conducted 3) MWH/Stantec held meetings with resin and system integration vendors. 4) It was discovered that odor issues emerged when multiple changes were made to the WTP in 2014,

including a switch from on-site sodium hypohclorite generation to bulk sodium hypochlorite increasing the finished water pH and the addition of a phosphate-based inhibitor creating additional significant biogrowth in IEX vessels.

5) MWH/Stantec tested and found high free ammonia levels in the raw water leading to traces in the finished water. It was confirmed through meetings with resin vendors that high IEX influent water pH values can demobilize trimethylamine (TMA) from the resin into the water, causing the odor.

6) MWH Stantec developed a short-term plan to reduce the IEX influent water pH through the installation of a temporary carbon dioxide dosing system. Also, the corrosion inhibitor injection point will be moved to downstream of the IEX system and an ammonia analyzer was added.

7) The long-term plan focused on a permanent carbon dioxide dosing system, treatment for ammonia, and bringing the WTP within compliance with the Groundwater Rule for the 4-log virus inactivation. MWH/Stantec completed the initial study and is currently working on implementation of the short term plan.

SCOPE: #3 Anion Exchange Treatment System Evaluation & Development of Plant Treatment Short/Long Term Plans LOCATION: Town of Davie INITIAL COST ESTIMATE: $29,100 ACTUAL COST: $29,100 SERVICES: Engineering Study Services DATE OF COMPLETION: 2015 NUMBER OF PROJECTS SUCCESSFULLY COMPLETED ON SCHEDULE, WITHIN BUDGET: All MEMBERS OF PROPOSED TEAMED WORKED ON THIS PROJECT: Gabe Maul, Neil Johnson

Section 4

Quali�cations of the Project Team

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Project Team What kind of team does it take to provide you with the right combination of enthusiasm, qualifications, and experience for this contract? It takes a team that works together and is driven to achieve. At Stantec, we collaborate across disciplines and indus-tries to bring projects to life. We are ready to be your project partner and meet your needs in a creative and personalized way.

The key members of our team bring a diverse background and experience related to professional services. This combination of our unique strengths and passions, knowledge, and experiences makes it possible for us to deliver successful projects and ad-vance the quality of life in our community. We are very proud of our staff, who bring our collective knowledge, experience, and imagination to every project.

Stantec’s team offers the Town a project team skilled and efficient in providing the professional and technical expertise re-quired for public infrastructure improvements. The Project Manager, Sangeeta Dhulashia, PE, PMP, to serve as Project Manager for this project. Ms. Dhulashia will be personally responsible for the delivery of the Davie Master Plan project. San-geeta has more than 20 years combined experience as a project manager, process engineer, and master planner. Her experience, pertinent to this RFQ, includes her serving as a successful project manager for 12 SE Florida municipal master plans in the Tri-County area. As a Florida registered Professional Engineer (PE) and Project Manager Professional (PMP), Sangeeta, has successfully served satisfied local clients including City of Sunrise, City of Pompano Beach, MDWASD, City of N. Miami Beach and other SE FL municipalities. On the following page you will find our project team organization chart.

Qualifications of the Project TeamWe build lasting relationships with clients and their communities.

Our inventive and collaborative ap-proach to problem solving brings big ideas to life.


Sangeeta Dhulashia, PE, PMP

PROJECT MANAGER

Vicente Arrebola, PEBecky Hachenburg, PE

Nicholas Anderson

QA/QC

Town of Davie

CLIENT SERVICES MANAGER

Tim Rees

Jeovanni Ayala Lugo, PEAntonio Inojal, PE

David Socha, PE

WASTEWATER

Ernesto Gianella , PE, PMP

Alex Cropp, PEKelly Blake, PE

Erik Lee, PE

SYSTEM NETWORK MODELING

RATE STUDY SERVICESRECLAIMED WATER

Kai Iaukea, PESoli Rojas

INFILTRATION & INFLOW ANALYSIS

Jeff Marcus Sussette Irizarry

CLIMATE CHANGE & SEA LEVEL RISE

Neil Johnson, PGEd Rectenwald, PG

PRODUCTION/INJEC-TION WELL MASTER

PLAN SERVICES

Mo. Badruzzaman PhD, PEDavid Hackworth, PE

ENERGY/OPERATIONAL EFFICIENCY

James HaleManuel Perez

Lillian Marrero

PERMITTING & GIS SERVICES

Brian LaMay, PEHeath Wintz, PE

Gabe Maul, PE

DRINKING WATER

Hal Schmidt, PEKatie Bell, PE

Lindsay Marten, PE

Andrew BurnhamJeff DykstraKyle StevensAlex Bellino


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Project Manager 19 • • • • • • • • • Brian Lamay, PE Drinking Water Lead 19 • • • • • • • • • Kati Bell, PE Reclaimed Water Svcs. 30 • • • • • • • Neil Johnson, PG Water/Inj. Well Services

26 • • • • • • • • •

Jeovanni Ayala-

Wastewater Lead 20 • • • • • Kelly Blake, PE Hydraulic Modeling 14 • • • • • • • Gabe Maul, PE WTP Engineering Svcs. 7 • • • • Hal Schmidt, PE Reclaimed Water Lead 41 • • • • • • Ernesto Gianella, PE System Modeling Lead 29 • • • Ed Rectenwald, PG, PMP

Product/Inj.Well Services

20 • • • • • • • •

Tim Rees Client Services

30 • • • • • Andrew Burnham Rate Study Lead 17 • • • •

Jeff Dykstra Rate Study Services 11 • • Kyle Stevens Rate Study Services 4 • Alex Bellino Rate Study Services 4 • Kai Iaukea, PE I & I Services 20 • • • Vicente Arrebola, PE QA/QC 30 • • • • Becky Hachenburg,

QA/QC 25 • • • • •

• • • Antonio Inojal PE Wastewater Eng.

11 • • • • •

David Socha, PE Wastewater Eng.

15 • • • • Lindsay Marten, PE Reclaimed Water Svcs. 7 • • • • • • • Erik Lee, PE Hydraulic Modeling 17 • • Alex Cropp, EE,, PE Hydraulic Modeling 7 • • • •

Heath Wintz, PE WTP Engineering Svcs. 15 • • • • • • Soli Rojas I & I Services 16 • • • • • Moh. Badruzzaman,

Energy/Oper. Lead 15 • • • •

David Hackworth, PE Energy/Oper. Svcs. 29 • • • • James Hale, GISP GIS Services Lead 15 • • Manuel Perez, GISP GIS Services 6 • Lillian Marrero Permitting/GIS Services 3 • • Nicholas Anderson QA/QC Jeff Marcus Climate /Sea Level

39 • • • • •

Sussette Irizarry Climate/Sea Level S i

•

Member Qualifications vs. Master Plan Categories


Sangeeta Dhulashia PE

Senior Principal

* denotes projects completed with other firms Design with community in mind

Sangeeta Dhulashia is a distinguished principal with over 19 years of experience wide-range of wet infrastructure experience encompassing technical, management and organizational leadership. Ms. Dhulashia has extensive experience in project management, leading teams and helping clients in the planning, pilot testing, detail design, permitting and delivery of complex projects. Having been in clients place as staff extension under various programs, Ms. Dhulashia consistently takes a value oriented approach to problem solving to meet the client’s needs. EDUCATION BE – Chemical Engineering, Gujarat University, Ahmedabad, India, 1993 MS – Environmental Engineering, Florida International University, Miami, Florida 1999 REGISTRATIONS Professional Engineer #72284, State of Florida CERTIFICATIONS Project Management Professional, 2006 PROJECT EXPERIENCE Water and Wastewater Master Plan 2010, Rate Analysis support and Engineering Feasibility Report for Bond issuance, City of Sunrise, Florida Project Manager responsible for leading a large team of various technical expertise for a growth, regulatory and capital driven master plan. The plan consisted of population and demand projections, reviewing existing facilities and performing condition assessment to determine replacement needs, future process needs within the regulatory constraints, network modeling, valuating alternatives such as water supply, biosolids, reuse, network improvements and recommending phased and prioritized capital improvements. Provided projected operational expenditures to support rate study and prepared engineering feasibility report for bond issuance along with connection fee update report. This project was delivered to the City on schedule and within budget. Schedule for this project was critical since water supply study and consumptive use permit was being prepared in parallel to this master plan. City of Pompano Beach Water Model Development and Master Plan 2020 Plan. Project Manager responsible for leading the team for model reconstruction in Infowater software. Unaccounted demand including flushing demand were identified for demand allocation.

Performed model validation for extended period of 24 hour. Simulations were then performed to determine existing system deficiencies under various scenarios. Future demands were allocated and system wide analysis was performed to identify improvements and expansion needs for 2020. Extensive fire flow evaluation and recommendations were made. Criticality analysis was performed and backup solutions were provided to the City as part of the Master Plan. Organizational assessment was also performed where future division focus and expansion areas were identified based on the Utility goals. Water Supply Facilities Plan, Florida Ms. Dhulashia was Client Manager and Project Manager, led a team of talented engineers for development of several water supply facilities work plan. Ms. Dhulashia provided intergovernmental coordination in addition to performing projections, identifying demand and infrastructure deficit, developing expansion/improvement to infrastructure and .developing capital improvement plan. Preparation of these plans required high level of stakeholder, and permit agency engagement, reviews and input. Some of these plans included presentation to the local government commission. Ms. Dhulashia has prepared following plans: o City of Sunrise 2008 Plan and 2014 update. o City of Oakland Park 2008 Plan and 2014 update. o of Pompano Beach 2014 update. o City of North Miami Beach 2008 Plan and 2014 update. Water and Wastewater Capital Improvements Program, City of Sunrise, Florida Technical Services Manager and Lead Project Manager for the implementation of the Program. Performed annual planning, project prioritization and developed CIP. Developed concept level projects and worked with operations and maintenance and engineering to develop scopes for design consultants. Developed milestone expectations and conveyed those to the design teams. Provided technical quality reviews through experts and provided coordination and scope reviews between several projects. Provided oversight and leadership for project managers. The program encompassed water, wastewater, reuse, biosolids, pipelines, permit compliance assistance and evaluations. Ultimately assisted transition of project to City Project Managers after four years.


Sangeeta Dhulashia PE

Senior Principal


Sangeeta Dhulashia is a distinguished principal with over 19 years of experience wide-range of wet infrastructure experience encompassing technical, management and organizational leadership. Ms. Dhulashia has extensive experience in project management, leading teams and helping clients in the planning, pilot testing, detail design, permitting and delivery of complex projects. Having been in clients place as staff extension under various programs, Ms. Dhulashia consistently takes a value oriented approach to problem solving to meet the client’s needs. EDUCATION BE – Chemical Engineering, Gujarat University, Ahmedabad, India, 1993 MS – Environmental Engineering, Florida International University, Miami, Florida 1999 REGISTRATIONS Professional Engineer #72284, State of Florida CERTIFICATIONS Project Management Professional, 2006 PROJECT EXPERIENCE Water and Wastewater Master Plan 2010, Rate Analysis support and Engineering Feasibility Report for Bond issuance, City of Sunrise, Florida Project Manager responsible for leading a large team of various technical expertise for a growth, regulatory and capital driven master plan. The plan consisted of population and demand projections, reviewing existing facilities and performing condition assessment to determine replacement needs, future process needs within the regulatory constraints, network modeling, valuating alternatives such as water supply, biosolids, reuse, network improvements and recommending phased and prioritized capital improvements. Provided projected operational expenditures to support rate study and prepared engineering feasibility report for bond issuance along with connection fee update report. This project was delivered to the City on schedule and within budget. Schedule for this project was critical since water supply study and consumptive use permit was being prepared in parallel to this master plan. City of Pompano Beach Water Model Development and Master Plan 2020 Plan. Project Manager responsible for leading the team for model reconstruction in Infowater software. Unaccounted demand including flushing demand were identified for demand allocation.

Performed model validation for extended period of 24 hour. Simulations were then performed to determine existing system deficiencies under various scenarios. Future demands were allocated and system wide analysis was performed to identify improvements and expansion needs for 2020. Extensive fire flow evaluation and recommendations were made. Criticality analysis was performed and backup solutions were provided to the City as part of the Master Plan. Organizational assessment was also performed where future division focus and expansion areas were identified based on the Utility goals. Water Supply Facilities Plan, Florida Ms. Dhulashia was Client Manager and Project Manager, led a team of talented engineers for development of several water supply facilities work plan. Ms. Dhulashia provided intergovernmental coordination in addition to performing projections, identifying demand and infrastructure deficit, developing expansion/improvement to infrastructure and .developing capital improvement plan. Preparation of these plans required high level of stakeholder, and permit agency engagement, reviews and input. Some of these plans included presentation to the local government commission. Ms. Dhulashia has prepared following plans: o City of Sunrise 2008 Plan and 2014 update. o City of Oakland Park 2008 Plan and 2014 update. o of Pompano Beach 2014 update. o City of North Miami Beach 2008 Plan and 2014 update. Water and Wastewater Capital Improvements Program, City of Sunrise, Florida Technical Services Manager and Lead Project Manager for the implementation of the Program. Performed annual planning, project prioritization and developed CIP. Developed concept level projects and worked with operations and maintenance and engineering to develop scopes for design consultants. Developed milestone expectations and conveyed those to the design teams. Provided technical quality reviews through experts and provided coordination and scope reviews between several projects. Provided oversight and leadership for project managers. The program encompassed water, wastewater, reuse, biosolids, pipelines, permit compliance assistance and evaluations. Ultimately assisted transition of project to City Project Managers after four years.


Timothy Rees

Principal, Client Service Manager


M. Rees has acquired more than 30 years of global experience related to corporate planning, business development and project management serving the power, municipal, oil and gas and industrial water/wastewater markets. He possesses superb sales pursuit and capture skills complimented by technical and strategic planning, proposal development/management, and executive and customer presentation abilities. Mr. Rees has successfully provided Client Service Management services to the following Florida municipal/state utility organizations: Cities of: West Palm Beach, Orlando, Jacksonville, Stuart, Ft. Pierce, Winter Haven, Palm Beach, Boynton Beach, Hallandale Beach, Sunrise, Clewiston, Port St. Lucie, the following Counties/Authorities: Palm Beach, Miami-Dade, Martin, St. Lucie, Indian River, Brevard, Okeechobee, Polk, SFWMD, FPUA, JEA and FPL. EDUCATION BS – Environmental Science, East Tennessee State University PROFESSIONAL AFFILIATIONS American Public Works Association FL Water Environmental Federation SE Florida Utility Council TWIC, OSCA, MSHA, TSA-PRE Security Clearances PROJECT EXPERIENCE MWH Global, now part of Stantec, Inc., West Palm Beach, FL Mr. Rees is responsible for the organization and management of all municipal water business development opportunities in a designated SE Florida area for MWH/Stantec. Tim leads the development of qualification statements, price proposals, and interview presentations. Mr. Rees manages all pre-proposal and positioning activities in his area. Tim develops strategic vision, backlog and growth for his geographical area. Mr. Rees ensures each Stantec client receives outstanding client service and that each client is assigned a designated client service manager. Mr. Rees implements Stantec’s best marketing and client engagement practices in the pursuit of new business. In addition to his business development and client service roles, Mr. Rees serves in a Technical Advisory role on multiple water and wastewater project teams. EnviroTech Chemical Services, Inc., Modesto, CA| Oil, Gas, & Municipal Markets Tim directed all corporate business development and technical service programs for upstream produced water and downstream oil/gas PAA and other chemical/membrane applications in US and Canada. Mr. Rees developed strategic sales/marketing planning for focused targeting of major oil and gas producers. He provided technical regulatory support for NA sales force in the oil/gas, industrial, and municipal wastewater markets. Tim had direct responsibility for corporate oil/gas and municipal proposals, RFPs and C-level presentations.

USP Technologies LLC, Div. of Danaher Corp., London, ON - West Region Sales Manager – Oil/Gas, Municipal, & Industrial Markets Tim successfully managed and directed all peroxygen business development activity, sales strategic planning, achievement of revenue/margin goals for a major North American (NA) peroxygen chemical and service company in the western US and Canada. Mr. Rees’ effective business development and technical skills were focused on major NA industrial and oil/gas water/wastewater treatment markets serving clients in the refining, produced water and mining sectors. Mr. Rees routinely conducted C-Level Presentations to Executive leadership to clients including Chevron, Valero Energy, Tesoro, Holly Frontier, Freeport McMoran and other US/Canadian oil refiners and producers. AECOM Water, Div. of AECOM Tech. Services, Inc., West Palm Beach, FL. Tim served as the SE FL business development manager for a major international engineering consulting services firm. Mr. Rees developed strategic, profitable Tier I business development plans targeting major municipal and industrial clients in the SE Region. Tim successfully designed and managed pursuit/capture plans and directed RFQ/RFP proposal generation for profitable acquisition of target accounts. Awarded sales performance bonus as a top performing business development manager in region. -Project Manager Tim served as project manager for municipal brackish desalination plant upgrade project in central Florida. ARCADIS, West Palm Beach, FL Mr. Rees developed/managed strategic statewide business development plans/proposals, market/competitor trend analysis, and recruitment for international engineering/environmental services consulting firm. Tim supervised 5 business development managers and proposal coordinators statewide (FL). He managed pursuit/capture plans and proposal generation for successful acquisition of client accounts. -Project Manager Served as project manager for water quality study/plant upgrade project for FL water provider.


Vicente E Arrebola PE

Senior Project Advisor


Vicente E. Arrebola is a Professional Engineer with over 35 years of experience in the areas of environmental and land use regulations, land development, water supply, industrial waste treatment, and wastewater collection, treatment and disposal. From 2005 until 2013, Mr. Arrebola served as Assistant Director for Wastewater Operations at the Miami Dade Water & Sewer Department. In that capacity he managed and planned the operations, maintenance, and future expansions of the Department’s wastewater system, and prepared and administered the Department’s annual wastewater operating and capital budgets.

EDUCATION BS/BSc, Environment Engineering, University of Florida, 1979 REGISTRATIONS Professional Engineer #37227, State of Florida PROJECT EXPERIENCE Technical/operational advice and management support (MWH), Miami, FL (Senior Project Advisor) Client: Miami Dade Water & Sewer Department Vicente provides technical/operational advice and management support on design projects totaling over $20 million Review of Technical Memos and Work Products (MWH), Miami, FL (Quality Reviews) Client: Miami Dade Water & Sewer Department • CD 2.03/.04 Headworks (BODR) • CD 2.16 Digesters (TM’s and RDBS) • CD 2.17 Chlorination (TM’s and Bid Package) • CD 2.22 Pump Station 2 (TM’s) Plan Review Services and Water & Sewer Regulations (Miami Dade County Department of Environmental Resources Management), Miami, FL Miami, FL (Division Chief) Mr. Arrebola reorganized and streamlined the Department’s various plan review and approval functions. These activities were brought together under a single division resulting in a centralized, coordinated and faster environmental plan review process. He helped negotiate two Consent Decrees with US Environmental Protection Agency that established requirements for the approval of new sewer service connections and mandated capital improvements, both designed to insure adequate sewer system capacity and control of sanitary sewage overflows.

Environmental Remediation Projects (Enviropact, Inc.), Miami Lakes, FL (Vice President, Engineering) Client: Various Municipal and Private Sector Mr. Arrebola served as Engineer of Record for all of the firm’s design and remediation projects. He performed preliminary engineering design of environmental remediation systems and industrial waste treatment systems, reviewed, approved, signed and sealed all engineering design projects, and conducted inspections during constructions and certified projects upon completion. Design of water supply, wastewater collection and stormwater disposal systems (H.J. Ross Associates), Miami, FL (Project Engineer) Client: Various Municipal and Private Sector Mr. Arrebola designed water supply, wastewater collection and stormwater disposal systems for municipal and commercial clients, and participated in the initial development of a closure plan for a municipal solid waste landfill. Environmental Regulatory Compliance (Miami Dade County Department of Environmental Resources Management), Miami, FL Mr. Arrebola started his career reviewing and approving water treatment facilities and water main extensions engineering design plans, and inspecting water supply and treatment facilities for compliance with local, state and federal rules and regulations. He also performed hydraulic modeling for, and assisted in the development and enforcement of the County’s landmark Wellfield Protection Program. In addition, Mr. Arrebola evaluated small and large scale developments to determine their compliance with the land use restrictions of the County’s Wellfield Protection Ordinance, and to assess the need and availability of adequate water supply for the respective projects.


Becky J Hachenburg PE, PMP

Vice President, Environmental Engineer

Design with community in mind

Becky has extensive experience in the fields of water treatment process design, water management, environmental engineering, and water quality analysis. She has served as a project engineer and project manager for a number of multi-disciplinary projects. Her experience includes infrastructure management for water resources such as supply, ASR and injection wells; surface water storage, canal conveyance and constructed wetlands; permitting, pilot testing, design, and construction for water treatment systems, including microfiltration, nanofiltration, brackish reverse osmosis water, and surface water treatment plants; and electronic operations and maintenance manuals. EDUCATION BS/BSc, Environmental Engineering, University of Florida, Florida, 1995 MS/MSc, Industrial and Systems Engineering, University of Florida, Florida, 1998 REGISTRATIONS Professional Engineer #039895, State of Georgia Professional Engineer #55435, State of Florida Project Management Professional (PMP)®, Project Management Institute

MEMBERSHIPS Member, American Water Works Association Associate Member, Project Management Institute Associate Member, Association of State Dam Safety Officials Member, Florida Water Environment Association

PROJECT EXPERIENCE Broward County 1A Water Treatment Plant(MWH), Broward County, FL (Client Service Manager) Ms. Hachenburg is the Client Service Manager for the 1A WTP Expansion project. This project includes design and construction of a Florida water supply test well, Floridan water supply production wells, low pressure reverse osmosis water treatment plant expansion and associated facilities, water quality blending coordination with existing lime softening plant, and concentrate injection well. Ms. Hachenburg is responsible for ensuring the MWH Project Manager has the necessary and appropriate resources to complete the project within schedule and budget. She also works with the client and the project team to negotiate work order amendments as the work progresses. To date, well siting and Floridan test well design has been completed.

Norwood-Oeffler Water Treatment Plant Value Engineering(MWH), North Miami Beach, FL (Project Manager) Ms. Hachenburg served as the project manager for two five-day value engineering studies. The project consisted of expanding the existing lime softening facility and adding a 13-mgd of membrane treatment, 10 new Floridan and Biscayne supply wells, raw water piping, a concentrate injection well, remote storage, high service pumping, and pressure sustaining interconnects. Responsibilities included contracting the VE facilitator, coordinating the team members, serving as a team member, and communications with the client. The City accepted and incorporated VE recommendations reduced construction costs by approximately $8M. City of Pompano Beach Reuse Irrigation Facility Permit Renewal(MWH), City of Pompano Beach, FL (Project Manager) As a task order to MWH’s General Water and Reclaimed Water Projects contract with the City, Ms. Hachenburg served as the project manager responsible for preparing and submitting an FDEP Domestic Wastewater Facility Permit application to FDEP for renewal. Activities included field investigation of the City of Pompano Beach’s Oasis facility, preparation of permit application and supporting documentation, coordination and attendance of meetings with FDEP, and response to a single Request for Information (RFI) following the permit renewal application submittal. Captial Improvements Program(MWH), Sunrise, FL (Technical Manager) Coordinating technical reviews of multiple design consultanting firms' deliverables using MWH resources across US. Activities include revieiwing each technical deliverable associated with the City's Capital Improvements Program, identifying required reviewers and coordinating comments, design engineer responses, and resolution of outstanding issues. Also assist City with technical direction for future expansion projects.


Nicholas Anderson

Civil Networks Engineering Chief, Senior Principal


Nicholas Anderson is Stantec’s Civil Networks Engineering Chief responsible for the technical excellence and quality delivery of water, stormwater and wastewater hydraulic modeling and planning projects across North America. With more than 22 years’ experience, Mr. Anderson has delivered a wide range of distribution and collection system hydraulic modelling projects ranging from strategic planning to detailed design. His technical experience extends to include urban water risk management, master planning and the optimization of capital and operation infrastructure projects including advanced real time control strategies. The author of numerous technical papers and journals, he leads Stantec innovative urban risk modeling and planning initiatives which has delivered successful program and projects outcomes for more than 100 global clients. EDUCATION BE, Civil Engineering, Liverpool John Moores University, UK REGISTRATIONS Chartered Environmentalist, Society for the Environment, UK Chartered Water and Environmental Manager, UK Chartered Institution of Water and Environmental Management (CIWEM), Member, UK CERTIFICATIONS Envision™ Sustainability Professional (ENV SP) 2014

PROJECT EXPERIENCE Technical Lead, Phase III CSO Control Facilities Re-evaluation, Narragansett Bay Commission, RI, (2014 to Present) Mr. Anderson is the Technical Leader for the development of an area wide hydraulic sewer model to investigate receiving water quality impacts and levels of service from reducing the annual overflow frequency for 4 spills per annum at 26 CSOs across the Narragansett Bay area in Rhode Island. Mr. Anderson directed and supervised the model build, verification and development of the conceptual solutions. He is currently directing system optimization efforts including tunnel hydraulics, storm water management approaches, wastewater treatment operations, diversions, rehabilitation and future operational practices. The outcome will be an affordable capital investment program with current cost estimates for the delivery of the program approximately $800M.

Technical Lead, City of Aurora Integrated Water Master Plan, CO (2015 to 2016) Mr. Anderson provided technical leadership for the development of a transmission and distribution model, calibration and development of an integrated capital improvement program. Mr. Anderson directed and supervised development of the conceptual solutions, costing regulatory needs and the scheduling of value engineer solutions to meet growth and failing infrastructure needs at 10 year increments through to 2070. He advised on the development of a non-potable reuse model to augment to the transmission and distribution system to support a business case evaluation for water reuse.

Technical Advisor, Prince William County Service Authority, Water and Sewer Modeling Vision, Prince William County, VA (2013 to Present) Mr. Anderson is currently providing strategic guidance in the development of the Authority’s Water and Sewer Modeling 5 Year Vision. Having reviewed the current status, Mr. Anderson has written short-term detailed plan and a long term strategy covering the necessary technical protocols, implementation schedule, resource requirements, costs, team structure and reporting requirements. Mr. Anderson is currently working with the Authority’s six Divisional Directors to prepare for the implementation of the Vision which started in 2015.

Technical Advisor, Coney Island WWTP BNR Upgrade, New York City Department for Environmental Protection, NY (2016 to 2017) Mr. Anderson guided NYC DEP in the development of a hydraulic model to predict the impact through the aeration tanks from a range of influent flows. He initially trained DEP staff in hydraulic modeling and continues to support understanding of the aeration tanks flows / operating conditions that create hydraulic conditions resulting in secondary bypass. The model is presently supporting BNR operations to finalize hydraulic design throughout the WWTP.


Brian LaMay PE

Principal Engineering, Project Technical Lead


Mr. LaMay has 19 years of experience in the civil and environmental engineering field, with an emphasis in the detailed design of water and wastewater projects. His background includes managing and designing water and wastewater projects, including treatment plants, pump stations, pipelines, and wells. His responsibilities include design management of multi-disciplinary design teams in the technical execution of design projects. EDUCATION MS, Industrial and Systems Engineering, University of Florida BS, Environmental Engineering, University of Florida REGISTRATIONS Professional Engineer, #60142 State of Florida MEMBERSHIPS Member, American Society of Civil Engineers (ASCE) PROJECT EXPERIENCE Engineer of Record, Water Treatment Plant Preliminary Design and Equipment Pre-Selection City of West Palm Beach, Florida Served as the engineer of record in the preliminary design of the expansion of the City’s Water Treatment Plant. The design included magnetic ion exchange (MIEX), PAC, ultrafiltration membranes, GAC, chlorine disinfection, and a new filter washwater recovery system. Developed the process and civil design and provided coordination between design disciplines to develop a preliminary design report. Developed pre-selection bid documents to procure the ion exchange system and membrane system. Assisted the City in obtaining permits from the Palm Beach County Health Department. Design Manager, Water Treatment Plant Improvements Mixing and Metering Header City of West Palm Beach, Florida Served as the Design Manager and Engineer of Record for the design of a new a 48-inch above grade mixing and flow metering header pipe to provide chemical feed for disinfection, mixing of chemicals, and flow metering to enable disinfection flow pacing. The design included a 20-mgd bypass system to bypass the transfer pump station to enable the WTP to remain in service during the construction. Engineering services during construction developing a construction sequencing and contingency plan with the contractor and City and oversight and inspecting during construction. Rehabilitation of High Service and Transfer Pump Evaluation and Detailed Design, City of Margate, Fl Served as the engineer of record and project manager in the preliminary evaluation, detailed design, bidding, and engineering services during construction for rehabilitation of

an existing transfer pump station and high service pump station at the City’s Water Treatment Plant. Design included replacement of five 50hp vertical turbine transfer pumps, two 125hp and three 250 hp variable speed high service pumps, piping and valves. Provided permitting services, bidding services, and engineering services during construction.. Design Manager, Park City Water Main Replacement–Design Manager/Project Engineer City of Sunrise, Florida Served as Engineer of Record/Design Manager in the design of new 4-inch, 6-inch, 8-inch, 10-inch, and 12-inch PVC potable water, force main, and reclaimed water piping. The design included installation of piping, new water services, connections to existing asbestos concrete pipe, and grouting and abandoning of existing pipe. Oversaw development of detailed design drawings, developed technical specifications and construction details, and provided coordination between all the design team. Project Engineer, Conditions Assessment and Technical Evaluation of Water Treatment Plant Alternatives City of West Palm Beach, Florida Completed a condition assessment and evaluation of treatment plant alternatives at the City’s Water Treatment Plant to identify rehabilitation needs and provide a technical evaluation of treatment alternatives to meet consent order requirements. Identified long and short term rehabilitation needs and authored technical memorandums presenting the assessment findings and recommendations. Treatment alternatives included lime softening, nanofiltration, micro filtration, reverse osmosis, ion exchange (MIEX), ozonation, and various combinations. Project Engineer, Sawgrass Water Treatment Plant Expansion – Project Engineer Client: City of Sunrise, Florida Served as a mechanical/process project engineer on the expansion of the Sawgrass WTP from 12 mgd to 18 mgd. Design expansion included the addition of two nanofiltration membrane trains and associated feed pumps, cartridge filters, and chemical feed systems, and new corrosion inhibitor system. Completed detailed CAD design drawings and sizing/selection of process equipment and valves. Performed permitting and engineering services during construction.


Heath Wintz PE

Lead Environmental Engineer


Over the past 13 years, Mr. Wintz has delivered engineering services for treatment and disinfection of potable water, wastewater and reclaimed water. From preliminary field and bench testing to engineering design and construction, Heath’s breadth of experience provides added value to clients through every phase of a project.

EDUCATION BE – Environmental Engineering, University of Florida, 2004 REGISTRATIONS Professional Engineer #69261, State of Florida PROJECT EXPERIENCE UV System and Related Infrastructure, West Palm Beach Water Treatment Plant, West Palm Beach, FL Lead process mechanical team through fast-track design of 50-MGD UV treatment process building including new transfer pump station, hypochlorite storage & feed systems, bypass of 32 filters via large diameter hot taps, line stops and custom fabricated fittings. Coordinated SCADA system & fiber optic network modifications for controls. Replaced large split-case centrifugal high service pumps while minimizing time out of service. Filter Assessment & Rehabilitation, West Palm Beach Water Treatment Plant, West Palm Beach, FL Assisted with filter media condition assessment. Lead process mechanical design effort to review record drawings and prepare unit-price contract to rehabilitate 32 dual media filters including rehab of concrete walls, air scour laterals, and replacement of clay tile with HDPE underdrain block for air/water backwash.

Condition Assessment, West Palm Beach Water Treatment Plant, West Palm Beach, FL Lead process mechanical assessment of surface water WTP assets. Created database to identify equipment, condition, photographs, and operation conditions to project remaining useful life and prioritize replacement needs for CIP. Coordinated with structure and electrical engineers for discipline specific investigations and assessments. (2014-2015)

Bulk Hypochlorite Conversion, West Palm Beach Water Treatment Plant, West Palm Beach, FL Conducted bench scale monochloramine disinfection tests to determine impact of hypochlorite on turbidity, caustic usage and disinfection byproduct formation. Implemented phased approach to dose hypochlorite while existing chlorine gas building converted to bulk storage and coordinating local sub-consultants with in-house design professionals.

Finished Water Mixing and Metering, West Palm Beach Water Treatment Plant, West Palm Beach, FL Conducted field testing and bench scale simulation of monochloramine disinfection. Developed plans and specifications for chemical static mixing and flow metering equipment to automate and flow pace finished water chemical dosing. Coordinated health department permitting and contractor selection for critical tie-ins.

Plant Automation, West Palm Beach Water Treatment Plant, West Palm Beach, FL Developed P&IDs for existing treatment processes and collaborated with instrumentation and system integration staff to develop plans and specifications for SCADA automation of 47 MGD surface water treatment plant originally constructed in 1894. Provided operational/engineering knowledge of facility to ensure integration with projects under design as part of overall program management.

Electronic Operations Guide, West Palm Beach Water Treatment Plant, West Palm Beach, FL Reviewed O&M manuals and interviewed facility operations group to prepare P&IDs and SOPs for unit processes including chemical dosing, flocculation, sedimentation, and disinfection. Developed web-based application to train operators & utility staff on operation and maintenance, troubleshooting and process control.

Reverse Osmosis Improvements, City of Lake Worth Water Treatment Plant, Lake Worth, FL Developed P&IDs, mechanical drawings and specifications for RO membrane skids and Clean In Place system to interface with overall WTP expansion project.

Vulnerability Assessment, West Palm Beach Water Treatment Plant, West Palm Beach, FL Reviewed water supply, treatment and distribution system security measures to identify system vulnerabilities. Prepare recommendations to reduce possible negative impact to water treatment and distribution systems.

Filter Automation and Chemical System Improvements, City of Riviera Beach Water Treatment Plant, City of Riviera Beach, FL Developed P&IDs, mechanical drawings and specifications for upgrade to electrically actuated filter valves and rate of flow controllers; and, pre-purchase of alum and polymer feed systems and integration of systems with existing controls for 7 MGD lime softening facility.


Gabe Maul PE

Environmental Engineer


Mr. Maul has been a key technical resource to deliver water and wastewater engineering solutions as part of a collaborative team for the past 3 years at MWH and previous 3 years at Gainesville Regional Utilities. Mr. Maul’s background of water and wastewater systems, attention to detail, and clarity of communication helped deliver projects on time and on budget, providing value to clients. EDUCATION ME, Environmental Engineering, University of Florida BS, Environmental Engineering, University of Florida REGISTRATIONS Professional Engineer, State of Florida MEMBERSHIPS American Water Works Association (AWWA) Florida Water Environment Association (FWEA) AWARDS 2011 Environmental Engineers of the Future (E2F) Scholar 2011 FSAWWA Likins Scholar PROJECT EXPERIENCE Data Analysis Consultant, Capital Improvements Program, Palm Beach County, West Palm Beach, FL Mr. Maul worked with the program team to build a cash flow data reporting tool for the $427M CIP program with over 100 projects with distinct planning, design, and construction phases. Management utilized the tool to plan, track, and manage the CIP program by systematically tracking progress of projects, and identifying delays/underrun projects.

Project Engineer/Assistant Project Manager, Filter Rehabilitation, City of West Palm Beach, FL Mr. Maul prepared inspection reports for filter walls and troughs to direct contractor, oversaw installation of filter underdrain blocks with integrated air scour, and coordinated with manufacturer to ensure proper installation of underdrains. Mr. Maul authored change orders for unexpected conditions and ensured that the change orders were carried through correctly through the pay application. Mr. Maul’s spreadsheet skills were key in assessing and rectifying multiple discrepancies in the contractor’s pay application and intermediate reconciliation change orders. Mr. Maul held workshops with the contractor and client to come to a consensus of pay applications and change orders all the way to the final pay application.

Pilot Operator, Intel Biological Nutrient Removal Bench Study, Intel Corporation, Hillsboro, OR Operated and performed troubleshooting on sampling-heavy sequencing batch reactor bench scale test. Organized own schedule to meet dynamic and complicated needs to prepare feed solutions, collect time-sensitive measurements, and perform system checks to ensure consistent operation and data production.

Project Engineer, UV Disinfection Pilot Study, City of West Palm Beach, West Palm Beach, FL Mr. Maul led the creation of the protocols, was the primary pilot operator, collected and plotted field data, and was the primary author of the pilot report. The project required coordination with the client and subcontactors in the team, managing two other operation staff, troubleshooting daily issues, and interpretation of the data into useful conclusions for the full scale UV installation.

Project Engineer, Well Replacement and Rehabilitation (R&R) Prioritization Plan, Palm Beach County, West Palm Beach, FL Mr. Maul created a custom-made tool to help the County prioritize and budget well rehabilitation and replacement projects. This solution required extensive expertise of Excel, actively listening and adapting the project to client needs, and an understanding of wellfield operation needs. The client used this tool as an objective basis for operations and engineering to incorporate well projects into the CIP, asked for training in a computer lab, and actively use it as one of their asset management tools.

Project Engineer, Nanofiltration Element Evaluation, City of West Palm Beach, West Palm Beach, FL Mr. Maul assessed the suitability of various membrane elements for replacement by comparing water quality from membrane software modeling scenarios to goals outlined by the City. Mr. Maul was one of the lead authors and modeled the software scenarios.


Jeovanni Ayala-Lugo PE

Associate, Process Engineer


Mr. Ayala-Lugo is a supervising engineer with over 17 years of experience focusing on wastewater and residuals treatment. His experience includes residuals master plans, design, condition assessments, engineering services during construction, technical support during permitting efforts with EPA, FDEP and SWFWMD and startup of wastewater and residuals facilities. EDUCATION BS, Chemical Engineering, University of Puerto Rico, 2000 REGISTRATIONS Professional Engineer #72421, State of Florida Professional Engineer #119656, State of Texas Professional Engineer #041902, State of Georgia PROJECT EXPERIENCE WASD CDWWTP & SDWWTP Thickening and Dewatering System Replacement, Miami, FL Mr. Ayala-Lugo was the process mechanical lead for two teams assigned to develop design criteria documents for the new thickening and dewatering facilities of WASD’s SDWWTP (115 mgd) and CDWWTP (143 MGD). Mr. Ayala-Lugo and his teams analyzed the biosolids production for the CDWWTP and SDWWTP. Seven consent decree projects encompassing the WORK were combined into a single project with estimated construction cost of $150 million dollars. City of Venice Eastside WRF Headworks Improvements and Expansion, Venice, FL Mr. Ayala-Lugo worked as the process and mechanical design lead to develop the Contract Documents to allow the expansion of the facility from 6.0 MGD to 8.5 MGD without additional treatment volume. The facility is currently in operation and the upgrades are saving the City over $10,000 per month in electricity. Baton Rouge South WWTP – Phase II, City of Baton Rouge, LA, City of Baton Rouge, LA Mr. Ayala-Lugo provided engineering, submittal and shop drawing reviews of solids handling process; including anaerobic digestion, digester gas recovery and treatment, sludge thickening and dewatering systems for the upgrades for the $150M expansion to the 60-mgd South WWTP (peak flow treatment capacity of 205 mgd). City of Cape Coral Biosolids Treatment Facility, Cape Coral, FL Mr. Ayala-Lugo was the lead mechanical and process engineer for the project. Established residuals production estimates, dewatering equipment size, thermal dryer equipment size, and building and equipment layout) for the new Biosolids Treatment Facility (BTF) in the City of Cape Coral.

Hillsborough County Residual Management Plan/Northwest Class A Sludge Processing Facility, Hillsborough County, FL Estimated residual production for the County facilities. Developed tools to determine hauling cost, equipment sizing and system requirements according to residual productions. Established the technical elements; dewatering equipment size, thermal dryer equipment size for the project. Designed the layout of the thermal dryers and building to minimize equipment footprint while maximizing access to frequently maintained units. City of Zephyrhills Wastewater Treatment Facilities Expansion, City of Zephyrhills, FL Assisted in the development of the design requirements and drawing layouts for the pretreatment structure and the biological treatment basins. Established the requirements for the new secondary clarifiers and its ancillary equipment. Designed of the new sodium hypochlorite storage/delivery system and the conversion of the existing clarifiers into sludge holding tanks, including the new mixers and aeration blowers. Produced the project’s contract documents. Conducted pre-bid meetings responded to the request for clarification. Falkenburg Advanced Wastewater Treatment Plant Expansion, Hillsborough County, FL Mr. Ayala-Lugo supervised construction for the Falkenburg AWTP expansion from 6.0 mgd to 9.0 mgd. Prepared the operational manuals sections for biological treatment and residual solids treatment. Engineering work included preliminary design, final design, and construction-phase services, permitting with FDEP/ SWFWMD, and startup and commissioning services. Mayaguez Regional WWTP, Puerto Rico Aqueduct and Sewer Authority, PR Responsible startup and operation of a 22.5 million gallons per day secondary wastewater treatment plant and residuals facilities in Mayaguez, PR. Coordinated equipment inspections and training for the utility operators and mechanics. Redacted and executed equipment-testing procedures as well as the overall facility operation/maintenance manuals. Supervised eight employees operating the plant.


Antonio Inojal, P.E. Civil Engineer


Mr. Inojal has 11 years of experience in civil and water / wastewater engineering. As a civil engineer with Stantec, Mr. Inojal has been involved in a number of projects for the Miami-Dade Water Sewer Department as Project Technical Lead where he has been responsible for the coordination and timely execution of all aspects of design, permitting, bidding and services during construction for upgrades to the Department’s wastewater treatment plants. Mr. Inojal’s breadth of process water / wastewater experience includes pumping stations, chemical metering facilities, multimedia filtration, adsorption, coagulation/filtration, ion exchange, reverse osmosis, backwash recycle systems, and sludge management systems. EDUCATION BS in Civil Engineering, Georgia Institute of Technology, Atlanta, GA, 2006 REGISTRATIONS Professional Engineer, Georgia, No. 39462

Professional Engineer, Florida, No. 83686

PROJECT EXPERIENCE Civil Engineer / Project Technical Lead – MWH, now part of Stantec, Coral Gables, Florida As a Project Technical Lead, Mr. Inojal is responsible for the technical execution of design projects and the coordination among multiple disciplines involved in the design, with the goal of timely, quality deliverables. His level of involvement includes the development of basis of design reports (BODRs), detailed designs, permitting and bidding services. During construction Mr. Inojal is involved in Engineering Services During Construction (ESDC) reviewing submittals, RFIs, preparing RFPs, coordination with the CM and Contractor, performing site visits, etc. Mr. Inojal has been involved in projects related to the Miami-Dade Water and Sewer Department’s (WASD) Consent Decree including upgrades to Master Pump Stations No. 1 and 2, new sodium hypochlorite Chlorination Facilities at the Central District Wastewater Treatment Plant (CDWWTP), electrical upgrades to the Effluent Pump Station at the CDWWTP, and site preparation packages for the new Oxygen Production Facilities at the CDWWTP. Mr. Inojal has also been involved with WASD’s Pump Station Improvement Program (PSIP) providing program management services for lift station upgrade design projects; with the development of the Pump Station Operations and Preventative Maintenance Program for Miami-Dade’s CMOM program; and with engineering support during construction for other R&R projects such as Gravity Interceptors to MPS#3 and Master Pump Station No. 3. Applications Engineer / Project Manager - AdEdge Water Technologies, LLC, Buford, Georgia As an Applications Engineer, Mr. Inojal was involved in the design of water treatment solutions and packaged equipment, and in preparing planning and bid level proposal documents for prospective clients and engineers in the US and Latin America, which included site profiles, scope of supplies, costing and preliminary drawings and specifications. As a Project Manager, Mr. Inojal was responsible for the timely execution of the

fabrication, procurement, delivery and startup of all equipment. Mr. Inojal was involved in the preparation of P&IDs, general arrangements, design reports, calculations for use in sizing and selecting equipment, and in preparing and maintaining the project schedule, fabrication QAQC reviews, preparation of O&M manuals, and coordinating shipping and start-up services with Contractors on the field. Wastewater Treatment Designer – Ecologix Environmental Systems, Roswell, Georgia As a wastewater designer, Mr. Inojal was involved in the mechanical design of packaged wastewater treatment systems, preparing P&IDs, general arrangement and fabrication drawings for the packaged equipment. Civil Designer - Doulgerakis Consulting Engineers, Inc., Alpharetta, Georgia As a civil designer, Mr. Inojal was involved in the site design of various commercial, multi-family and industrial developments in the Atlanta Metro area, and was responsible for all aspects of the civil design including site layouts, grading, earthwork, stormwater drainage, water and sewer utility designs, erosion control, new roadways and intersections, driveway design, sewer lift station designs, etc. Stormwater drainage design included hydraulic design of pipelines and implementing BMPs such as stormwater detention ponds. Mr. Inojal was also responsible for coordinating the civil design with architects and MEP engineers, and for permitting the final civil plans through City and County permitting departments.


David Socha PE, PMP

Water Process Engineer


Mr. Socha has more than 21 years of experience in process-mechanical engineering design, operations management, process optimization, and project management in the water/wastewater and mid-stream oil & gas industries, as well as extensive experience in process simulation, process safety management, and design engineering management experience, for a wide array of projects across several industries such as Water and Wastewater, Oil & Gas, Fertilizer, Food, Pulp and Paper and others. EDUCATION MBA,, Universidad del Desarrollo, Chile BS Chemical Engineering, Universidad de Concepción, Chile REGISTRATIONS Professional Engineer #1490638, State of Florida PROJECT EXPERIENCE Polk Power Station Reclaimed Water Expansion Project, Tampa Electric, Mulberry, FL As a Project Technical Lead, Mr. Socha is responsible for managing the team of professionals into developing the design for a new reclaimed water treatment pump station and two pipelines to convey reclaimed water to TEC’s new Reclaimed Water Treatment plant. In addition, Mr. Socha led the efforts to procure the required equipment and contracts to build the new facilities and continues to lead services during construction. MFL TBC Pump Station and HR Dam Siphon, Tampa, FL As Project Technical Lead for this project, Mr. Socha was responsible of overseeing all technical aspects for this project, including adequate coordination of all design disciplines to meet the project execution plan for the design of a new Pump Station and a new Siphon facility around the Hillsborough River Dam, including coordination with different sub-consultants developing part of the design work and providing support for permitting, surveys and geotechnical studies. The project is part of a group of initiatives to provide water to the Lower Hillsborough River at a rate that will allow meeting the requirements of new regulations established to guarantee minimum flows and levels (SWFWMD Rule FAC 40D-80).

Blue Sink Pump Station and Pipeline, City of Tampa, Tampa, FL As Project Technical Lead for this project, Mr. Socha is responsible of overseeing all technical aspects for this project, including adequate coordination of all design disciplines to meet the project execution plan for the design of a new Pump Station and Pipeline. The project is part of a group of initiatives to provide water to the Lower Hillsborough River at a rate that will allow meeting the requirements of new regulations established to guarantee minimum flows and levels (SWFWMD Rule FAC 40D-80). Coca-Cola Refreshments, Wastewater Treatment Plant Rehabilitation, City of Dunedin, FL As a Lead Process Engineer, Mr. Socha was responsible of completing the process/mechanical design for the rehabilitation of the existing treatment facilities, to include a new aeration basin, membrane biological removal units, GAC treatment, detoxification, chlorination and sludge storage units, with all associated equipment, and working in direct collaboration with key technology suppliers for equipment selection.

River Oaks AWWTP Diversion Project, Hillsborough County, Tampa, FL As a Project Technical Lead, Mr. Socha was in charge of managing the team of professionals into developing the design criteria and procurement documents for a design-build project for the decommissioning and demolition of the River Oaks AWWTP and installation of a new pump station and pipeline to redirect the wastewater currently being treated at River Oaks, to a newer and expanded facility under construction in North West Hillsborough County.


Hal Schmidt PE, BCEE

Southeast Wastewater Practice Director


Mr. Schmidt has over 36-years of experience in the planning, permitting, design, construction management, and start-up of over $2.5B worth of wastewater capital improvement projects, which has primarily included advanced wastewater treatment, water reclamation, and residuals management facilities. His primary focus has been in the areas of advanced and high level biological nutrient removal, membranes, and public and clean industrial reclaimed water reuse, and resource recovery. He as also worked on over 50-master plans in his career. In his current role as the Americas Southeast Wastewater Practice Leader, Mr. Schmidt provides technical analysis and review support to planning and design teams for new and rehabilitated treatment plants, with a focus on nutrient removal, process optimization, reclaimed water, disinfection, energy management, and emerging contaminant removal technologies. Mr. Schmidt has served on numerous state and national forums and stakeholder work groups related to environmental rules, regulations and legislation, and emerging treatment technologies. He is active on numerous committees within the Water Environment Federation, and has served as a technical advisor/reviewer for a number of Water Reuse Research Foundation collaborative research projects.

EDUCATION BE – Engineering, Vanderbilt University, 1980 MS – Engineering, Vanderbilt University, 1981 REGISTRATIONS Professional Engineer, #38819 State of Florida Professional Engineer, State of Virginia Professional Engineer, State of North Carolina CERTIFICATIONS Board Certified Environmental Engineer PROJECT EXPERIENCE Decision Support System for the Selection of Satellite vs. Regional Wastewater Treatment for Water Reuse Systems, WateReuse Research Foundation, Washington, D.C. Mr. Schmidt was a technical advisory member for the development of a decision support tool when evaluating satellite and regional wastewater treatment facilities producing public access quality reclaimed water. Treatment technologies included conventional activated sludge, biological nutrient removal, ballasted coagulation, and membranes. The document included economic and operational considerations, impacts on the regional water supply, treatment options, and control and monitoring strategies. Miami-Dade Water and Sewer Department – Reclaimed Water Master Planning, Miami, FL Mr. Schmidt provided technical oversight of a public access reclaimed water master plan to treat a portion of the wastewater from the 143 MGD Central District WWTP for use on Key Biscayne (e.g., cooling towers, golf courses, residential and commercial landscapes, and greenspace/park areas). The project was unique that the Key Biscayne Island is located and surrounded by a National Park – Key Biscayne. Due to the concern regarding water quality and runoff (e.g.,

emerging pollutants of concern) a detailed analysis of the effluent and operational treatment limitations were included.

City of Sunrise Master Planning and Groundwater Replenishment Pilot Program – Sunrise, FL Mr. Schmidt was the technical advisory leader for the City’s Master Plan and groundwater replenishment pilot projects. The master plan included treatment and transmission requirements, customer evaluations, and the development of a 5-year CIP for the expansion of the reclaimed water system. The pilot program tested treatment technologies (e.g., membrane (MF/RO), chemical precipitation, deep bed filtration and UV disinfection) to determine the most cost effective technology and alternative water supply options.

Miami-Dade Water and Sewer Department Wetlands Rehydration Pilot Study, Miami, FL Mr. Schmidt oversaw the Biscayne Bay Coastal Wetlands Rehydration project that evaluated the potential effects of rehydrating the Biscayne Bay Coastal Wetlands with highly treated reclaimed water from MDWASD’s 120 MGD South District WWTP. This pilot program tested the performance of various advanced treatment technologies (e.g., biological nutrient removal, ozone, UV disinfection, membranes (MF/UF/RO), and advanced oxidation) that will meet the water quality requirements.

City of North Port Reclaimed Water Master Plan, North Port, FL Mr. Schmidt was responsible for the program management of the City’s $80M wastewater capital program, which included the development of a reclaimed water master plan. The master plan evaluated the City’s customer base (e.g., residential/commercial irrigation, greenspace/roadway medians, parks and school athletic sites, golf courses, etc.), transmission/distribution requirements and extensions, treatment requirements, on-site/off-site storage, and alternative water sources (e.g., stormwater, groundwater, etc.).


Katherine Bell PhD, PE, BCEE

Global Practice Ldr-WaterReuse


Kati is the Water Reuse Global Practice Leader for Stantec. She has experience in the selection, working with clients, regulators, subcontractors and manufacturers to select, design, implement, optimize and troubleshoot water treatment processes. Kati’s project work is focused on implementation of new technologies and improving conventional processes to meet increasingly demanding treatment requirements for reuse. Notable projects include management of the 2012 EPA Guidelines for Water Reuse and the ongoing supplement to that document that will document the Current State of the Industry – Potable Reuse, and her technical project work on water reclamation projects that sum to over 2 billion gallons per day of capacity. Kati is actively involved in applied research with clients to research methods to minimize disinfection by-product formation and optimize UV and advanced oxidation/disinfection processes. EDUCATION PhD, Environmental Engineering, Vanderbilt University, Tennessee, 2004 MS/MSc, Civil Engineering, Tennessee Technological University, Tennessee, 1997 MS/MSc, Biology, Tennessee Technological University, Tennessee, 1991 BS/BSc, Biochemistry, University of Dallas, Texas, 1989 REGISTRATIONS Professional Engineer, State of Ohio

Professional Engineer, State of Tennessee

Professional Engineer, Commonwealth of Kentucky

Professional Engineer, State of Texas PROJECT EXPERIENCE Biscayne Aquifer Advanced Treatment Process, Miami, Florida (Technical Specialist) MDWSD evaluated indirect potable reuse of reclaimed water via aquifer recharge. Kati evaluated compatibility of the product water from the full advanced treatment process (MF/RO/UV-AOP) for recharging the Biscayne Aquifer. Concerns regarding release of arsenic in the aquifer system were evaluated through geochemical modeling. Results of the analysis showed that potential impacts of aquifer clogging would not be a concern; however, the potential for arsenic release under continuous recharge conditions is probable and as such, a flow-paced chemical pretreatment system was included in the final design.

South District WWTP Water Reclamation Facility (WRF), Miami-Dade, Florida (Technical Specialist) Kati conducted the technical analysis for this effort using the U.S. Geological Survey PHREEQC model to evaluate the geochemical conditions of the aquifer recharge/mixing zone that would potentially result when source water (RO- and UV-treated reuse water) is used to recharge the aquifer. Information including the predicted saturation indices of the dominant minerals under constant recharge conditions and the potential for release of arsenic in the aquifer system was developed. The modeling scheme also considered two conditions that could be encountered in either the shallow aquifer system or in the deep aquifer system. Results of the analysis showed that potential impacts of aquifer clogging would not be a concern; however, the potential for arsenic release under continuous recharge conditions is probable and as such, a flow-paced chemical pretreatment system was recommended and included in the design. City of Franklin Integrated Water Resources Plan*, Franklin, Tennessee (Technical Specialist) Kati served as project manager and technical director to support and guide a broad scope of work for the City of Franklin during development of their Integrated Water Resources Plan (IWRP). The IWRP was conducted in two major phases. Phase I of the project was completed in 2010, and included the formation of a stakeholder advisory group and steering committee to formulate objectives that the IWRP will address. A preliminary evaluation of potential water, wastewater, stormwater, and reclaimed water projects was performed using an integrated systems simulation model and performance measures derived by the stakeholders. The purpose of Phase II was to perform in-depth analyses of costs and benefits of project options identified in Phase I.


Lindsay Marten PE, LEED AP

Project Engineer


Lindsay brings to Stantec energy, creativity, and dedication to the engineering profession. She graduated Cum Laude from the University of Florida in 2009 and obtained both a Bachelor of Science Degree in Civil Engineer-ing and a minor in Sales Engineering. Lindsay joined Stantec as an Engineering Intern in 2011 to start her career, and has excelled both technically and professionally in her time with Stantec. Lindsay’s recent project assignment is part-time capital projects manager for the City of Venice Utilities De-partment. With this experience, Lindsay has been challenged to wear several hats including project designer, project manager, and construction manager. Lindsay’s passion for environmental awareness inspired her to become certified as a Leadership in Energy and Environmental Design (LEED) accredited professional. She is also currently the Member Relations State Commit-tee Chair of the Florida Water Environment Association, Member Relations State Committee Chair of the Florida Water Environment Association (FWEA) Manasota Chapter. She recently secured her Professional Engineering License. EDUCATION Bachelor of Science, Civil Engineering. Minor, Sales Engineering, University of Florida, Gainesville, Flori-da, 2009 REGISTRATIONS Professional Engineer #81264, State of Florida

LEED Accredited Professional #10449327, U.S. Green Building Council MEMBERSHIPS Chair, Florida Water Environment Association AWARDS 2015 Florida Water Environment Association Young Professional of the Year PROJECT EXPERIENCE Pelican Bay WFR Feasibility Study, Collier County, Florida Responsible for assisting the project manager in the design of a Water Reclamation Facility at the site of a former wastewater treatment plant in the Pelican Bay PUD. Respon-sibilities include preliminary site design, communication with vendors to obtain equipment pricing, Engineer’s Opinion of Probable Cost for two proposed options, chlorine contact chamber sizing, chemical storage tank sizing, solids handling tank sizing, and the preparation of the technical memorandum of the design and analysis.

Siesta Key Master Pumping Station and Force Main, Sarasota County, Florida Lindsay played a major role in the pump selection process for the Siesta Key Master Pumping Station, which consists of a quadplex design with two 185 HP pumps and two 60 HP pumps. Pumps were selected based on build-out system head curves developed by Lindsay. She also worked closely with vendor representatives and authored a technical memo evalu-ating pump selection development. Lindsay’s role in this pro-ject demonstrates her ability to master technical concepts quickly and communicate them in a precise and effective manner. Lindsay also prepared the appropriate permits for the FDEP, FDOT, FDOH, and Sarasota County permits for all phases of this project. City of Venice Utilities Program Management, Ven-ice, Florida This program encompasses various water and wastewater utility infrastructure and construction projects, including the Venice Eastside Water Resource Facility and the Venice RO Water Treatment Plant. The work includes preparing plans, reviewing specifications, reviewing shop drawings, contractor notice-to-proceed, and clarifications (RFI’s and IFCA’s). Lind-say has been providing on-going project management for various City capital improvement projects that includes both engineering and construction phase services. She serves as the main point of contact for these projects and oversees coordina-tion and communication efforts among all parties involved at both the engineering and construction phases of a project.


Ernesto Gianella P.E., PMP

Senior Associate – Lead Water Distribution Modeler

* Experience while working with another firm. Design with community in mind

Ernesto is a senior hydraulic modeling engineer and project manager with extensive experience and expertise in hydraulic modeling and water planning. He has over 25 years of experience, including assignments leading and participating in projects to develop, calibrate and apply computer hydraulic models for the analysis of water transmission and distribution systems. His technical experience includes the application of computer models for hydrologic and hydraulic modeling, water resources, water supply quality and quantity, water distribution and collection system design; combined sewer overflows (CSOs), storm water management, utility master planning, utilities asset management, and GIS integration. EDUCATION Master of Business Administration, Georgia Institute of Technology, Atlanta, Georgia, 1999. Master of Science – Civil Engineering. Georgia Institute of Technology, Atlanta, Georgia, 1992. Bachelor of Science – Civil Engineering. Florida Institute of Technology, Melbourne, Florida, 1990. REGISTRATIONS/CERTIFICATIONS Professional Engineer #32810, Georgia Professional Engineer #088748, New York Professional Engineer #60556, Ohio Project Management Professional (#1793459) PROJECT EXPERIENCE Project Manager, Sewer Model Update, Gwinnett County Department of Water Resources (GCDWR), Gwinnett County, Georgia. Principal Engineer, Pressure Management Initiatives Development, Gwinnett County Department of Water Resources (GCDWR), Gwinnett County, Georgia. Project Manager, Design Services for Surge Protection, Macon Water Authority (MWA), Macon, Georgia. Project Manager, Demand Services Agreement for Planning Support Services, Gwinnett County Department of Water Resources (GCDWR), Gwinnett County, Georgia. Project Manager, Pilot Study for District Metering Area Phase 2, Gwinnett County Department of Water Resources (GCDWR), Gwinnett County, Georgia.

Project Manager, Water Efficiency Strategy and Energy Optimization, Henry County Water and Sewerage Authority, Henry County, Georgia. Project Manager, Non-Revenue Water Study, United Water, Westchester County, New York. Project Manager, Hydraulic and Transient Analysis of High Service Pump Station Operation, Macon Water Authority (MWA), Macon, Georgia. Project Manager, Water Quality Improvements Strategy for Water Distribution System, City of Valdosta, Valdosta, Georgia. Task Manager, Preparation for the BAL-L1015 Water & Sanitation Systems Upgrade Program Aquafund-IDB (AQN)-BA-T1010, Inter-American Development Bank, Barbados. Project Manager, Water Main Replacements, Engineering Strategies Inc., City of East Point, Georgia. Project Manager, Hydraulic Model Field Calibration and Verification, Macon Water Authority (MWA), Macon, Georgia. Task Manager, Surge Suppression System Analysis, Tampa Bay Water, Tampa, Florida. Task Manager, Water Assessment Plan, City of Sandy Springs, Sandy Springs, Georgia. Task Manager, Water Dependability Study, New York City Department of Environmental Protection (NYCDEP), New York, New York.


Alexander Cropp B.Sc., BE

Civil Designer


Mr. Cropp is a civil engineer in Stantec’s Water Delivery group, assisting with planning, hydraulic modeling and technical design of projects including water and wastewater networks and stormwater design. His work experience has involved model build, calibration and system performance along with GIS analysis, multi-criteria analysis and flow survey planning. He has worked on the design of stormwater reticulation and treatment systems, preparation of design reports and contract documents, and has liaised with asset owners, suppliers, and sub-contractors. He has also been responsible for providing communication and workshop support to facilitate client involvement and understanding. His recent experience has included projects working in InfoWater, WaterGEMs/WaterCAD, ArcGIS, InfoWorks CS/ICM and H20MAP. 4

EDUCATION BE, Civil and Environmental Engineering, University of Auckland, Auckland, Auckland Region, 2010 d B.Sc., Geography and Environmental Studies, University of Auckland, Auckland, Auckland Region, 2006 4 MEMBERSHIPS Associate Member, American Society of Civil Engineers 4 Graduate Member, Institution of Professional Engineers New Zealand PROJECT EXPERIENCE Hydraulic Modeler, Des Plaines Water System Operations Analysis, City of Des Plaines, IL Hydraulic modeler responsible for modeling analyses performed in support of the startup of a new point of supply for the City of Des Plaines water system. Simulations were performed during project design to identify operating conditions for proposed pump improvements and define how the new supply would be integrated into the existing water system. Supplemental simulations were performed during project start-up to troubleshoot issues related to pumping station performance and service pressures. The supplemental simulations together with field inspections and reviews of operational data led to the identification of a closed valve on a major transmission main in the water system.

Water Distribution System Master Plan*, City of Pompano Beach, Florida (Hydraulic Modeler) The City of Pompano Beach is responsible for providing adequate and safe drinking water to the residents of the city within its service area. Since the completion of the 2009 water distribution system master plan (WDSMP), the city has evaluated, improved and enhanced their water supply, water treatment and distribution system. Mr. Cropp is undertaking the overall system performance through to 2020. This has involved extensive modeling in InfoWater and ArcGIS.

Aurora Water Integrated Water Master Plan*, Aurora, Colorado (Hydraulic Modeler) Aurora Water has previously prepared master plans, analytical tools and models for water resources, water treatment, water reuse, and water distribution. The purpose of the current Integrated Water Master Plan (IWMP) is to update these previous master plans, bring them all to the same time frame, and developing an integrated Capital Improvement Plan in order to assess and ranks all water sector projects based on the same fundamental criteria. Mr. Cropp was primarily involved with updating the water distribution system master plan through to 2070. This has included significant additions to the distribution network, pump station and storage capacity to meet the future water demands. This project involved extensive use of InfoWater and ArcGIS along with options analysis, improvement phasing and report writing. Mr. Cropp was involved with the non-potable business case evaluation which involved alternative analysis to determine network sizing and layout and project phasing. Aurora Water Non-potable Business Case*, Aurora Water, Colorado (Hydraulic Modeler) Aurora Water has previously prepared master plans, analytical tools, and models for water reuse. The purpose of this business case was to determine the viability of expanding their current reuse system network based on the updated master plan demands. Mr. Cropp was involved with the modeling of the current and future reuse system along with the evaluation of five alternatives put forward by Aurora Water. These alternatives allowed Aurora Water to see a side-by-side comparison of revenue gain and capital expenditure for each of the alternatives based on current and future demand. Based on this analysis, Aurora Water determined that currently, there is insufficient concentrated reuse demand within their system to maintain the current reuse system. They opted to decommission the current reuse plant and to put on hold the preferred alternative until future reuse demand and revenues were more closely aligned.


Kelly K. Blake PE

Senior Principal


Kelly Blake is a distinguished principal with over 15 years of experience and responsible for a highly dynamic group of environmental engineers who provide water, wastewater, reclaimed water, and stormwater solutions for municipal clients within Florida. Kelly and her team have a range of experience that includes coastal / civil engineering, utility planning, infrastructure improvements, permitting, hydraulic modeling, project administration, and construction management. Kelly’s broad range of experience has enabled her to work with local and national agencies. She consistently takes a proactive approach to problem solving while keeping the client’s needs in mind. Kelly’s strong project management and leadership skills complement client’s needs by working closely with client project managers from planning through construction on a wide variety of projects.

EDUCATION BS - Environmental Engineering, North Carolina State University, Raleigh, North Carolina, 2002 Civics 101, Sarasota County, Sarasota, Florida, 2007 Florida Engineering Leadership Institute, FICE, Graduate, 2014 REGISTRATIONS Professional Engineer #69876, State of Florida PROJECT EXPERIENCE Lockwood Ridge Interconnection Hydraulic Model, Sarasota, Florida Lockwood Ridge interconnection hydraulic model was created from several Sarasota County SewerCADD hydraulic models. Proposed construction of the interconnection will change the operability of the entire County’s wastewater conveyance system, allowing operational flexibility within the system. Ms. Blake was the project lead for merging of multiple submodels to create a single model. She also verified all model components and assumptions including pump curves based on draw down tests, wet well geometry based on as builts. Efforts also included converting a steady state model into an extended period simulation hydraulic model. The updates also included developing estimates for inflows into the models at the wetwells. Diurnal flow patterns were developed for each lift station based on available SCADA data. Multiple alternatives were developed based on various operational strategies for the model. Kelly’s efforts resulted in a hydraulic model that can be used for design, and big picture planning, as well as an operational and decision-making tool.

Lakewood Ranch Wastewater Master Plan Update, Sarasota County, Florida Technical lead for 2016 hydraulic model updates for the Lakewood Ranch Manatee County Wastewater Master Plans. 3 the WaterCADD model contains 3 Master Pump Stations, 80 lift stations, and approximately 300,000 linear feet of force main pipe. City of Sarasota Wastewater I/I Master Plan Project Manager responsible for developing the master plan. The plan addresses wastewater system deficiencies through GIS analysis of lift station runtimes, lift station peaking factors, hydraulic evaluations, and historic system deficiencies. The plan assesses the benefits of 25 years of collection system improvements, and includes an enhanced Geographic Information System. The plan was developed to provide direction for future collection system improvements as well as improve the ability and methodology to see the progress that has been made, and clarify the impact of future rehabilitation projects on the overriding need to manage the entire collection system to prevent overflows and structural failures. Major outcomes of the plan include force main replacements projects ranging from 4-inches in diameter to 16-inches in diameter. Sarasota County Wastewater Management Plan Update*, Sarasota County, Florida Kelly was the Project Engineer and primary client contact for the development of the Sarasota County Wastewater Management Plan in 2007 and 2008.


Erik Lee PE

Associate, Civil Engineer


Erik Lee has 17 years of engineering experience, 11 of which involve hydraulic modeling of storm, sanitary and CSO modeling using InfoWorks CS, ICM and InfoSWMM. The other 6 involve construction of infrastructure in new subdivisions and maintenance of existing roadway and design of stormsewer projects for a municipality. Erik was instrumental in the design of several large scale Green/Gray infrastructure projects in the City of Atlanta and the City of Akron, including the overland flow modeling of the Old Fourth Ward Pond, one of the first applications of InfoWorks CS with the 2D module in the US. He also has experience modeling the performance of pump stations in a system against flow monitor data.

EDUCATION BE – Biosystems Engineering, University of Kentucky, 1999 BS – Applied Mathematics, Kentucky State University, 1998 REGISTRATIONS Professional Engineer, State of Alabama Professional Engineer, State of Georgia PROJECT EXPERIENCE Hydraulic Modeler, Clean Water Atlanta Program, Atlanta Department of Watershed Management, Atlanta, GA Erik served as a hydraulic modeler for this $3.2B program that involves 1,600 miles of sewers, 3 reclamation centers and 14 pump stations. In his role, Erik completed model scenarios to simulate various proposed alternatives in support of SSES design, capital improvement projects, and developer-driven RFIs. The team successfully completed all modeling and rehabilitation recommendations for Sewer Group 2, as well as submitting the last of modeling’s consent decree deliverables, the peak flow evaluation reports.

Hydraulic Modeler, City of Akron Integrated Plan, City of Akron, OH Erik provided hydraulic modeling services for the City of Akron’s integrated plan to reduce the number and volume of CSOs in accordance with a consent decree. This project used a triple bottom line approach to benefit evaluation, incorporated green infrastructure, additional sewer separation, stormwater improvements, modified CMOM cleaning and inspection procedures and alternative water reclamation facility improvements. MWH/Stantec’s innovations saved the client about $300M.

Hydraulic Modeler, Sewerage and Water Board of New Orleans, Sewer System Evaluation and Rehabilitation Program (SSERP), New Orleans, LA Mr. Lee served as a Lead modeler providing modeling support for the planning, design and construction of improvements to

the sewer system according to Consent Decree requirements. The New Orleans sewer system is a manifold system comprising of sewers in sections such as Algiers, Central Business District, New Orleans East, Ninth Ward, etc. The system consists of 260 miles of mostly pressurized sewer and 69 pump stations that flow to 2 treatment facilities.

Hydraulic Modeler, Peachtree Sanitary Sewer System, Peachtree City Water and Sewerage Authority, Peachtree City, GA Erik provided modeling and client training for the first hydraulic model of Peachtree City’s sanitary system. The InfoSWMM model was developed using the GIS database, as-builts and SSES data. The model incorporated 179 miles of gravity sewer, 34 pump stations, 18 miles of force mains and two treatment facilities. Erik developed and conducted training modules for the client, as the model will serve as a decision making tool for the following departments: development and master planning, operations management, regulatory compliance, and maintenance planning and asset management. Following completion of the project, Erik served on the MWH/Stantec team to provide capacity analysis of the sewers and make recommendations related to the client’s possible annexation of other local utilities.


Andrew Burnham

Principal


Mr. Burnham is a leader in our industry and has provided exemplary professional consulting services to our clients for many years. Andy has extensive experience in utility financial planning, cost allocation, and rate development, during which he has been recognized as an industry expert as part of utility rate-related regulatory proceedings in multiple states and territories. He has personally conducted and/or managed over 500 similar studies for local governments, and has supported our clients in the issuance of over $1 billion of municipal bonds for capital improvement funding just since 2011.

Mr. Burnham is currently serving on the AWWA Rates and Charges Committee, and was actively involved in the recent update to AWWA Manual M1 – Principles of Water Rates, Fees and Charges, notably in regards to outside city retail and wholesale rates. EDUCATION Bachelors of Business Administration, 2000, Lake Superior State University, Sault Ste. Marie, MI

MEMBERSHIPS

AWWA Rates and Charges Committee

AWWA Financial Accounting & Management Controls Committee

WEF Management Committee

Florida Governmental Finance Officers Association

PROJECT EXPERIENCE Toho Water Authority, Florida Mr. Burnham served as technical advisor for a comprehensive reclaimed water cost of service and rate design for the Authority. The study included a detailed cost allocation analysis that allocated the Authority’s system costs to the reclaimed water service, evaluated the current level of cost recovery from existing reclaimed water rates and examined alternative rate designs for the Authority retail reclaimed water rates. The study was facilitated with a detailed cost of service and rate design model that allowed for evaluation of a range of reclaimed fee structures and the resulting impacts to retail and wholesale reclaimed water customers. The Authority adopted the recommendations developed during the study.

City of St. Petersburg, Florida Mr. Burnham has served as project manager for the City for over 10 years of annual water, sewer and reclaimed water rates studies. Annually, he manages an update to the multi-year financial plan, detailed cost allocation analyses of the water, wastewater and reclaimed water costs and evaluation of rate structures. He has also providing litigation support for the City along with support in the issuance of revenue bonds.

City of Naples, Florida Mr. Burnham served as the project manager for the City’s comprehensive water and sewer rate study. He worked with City staff to customize a multi-year financial forecasting model. He also reviewed the current water and sewer rate structures and developed modifications to ensure the City’s rates conformed to accepted industry practice and reflected the appropriate distribution of system costs, while providing cost incentive to encourage water conservation. Pinellas County, Florida Mr. Burnham has served as the Project Manager for the County for ten years, including a Water, Wastewater and Solid Waste Rate Study and several annual updates. During these studies, He has used our FAMS-XL model to develop ten year financial plans for the water, sewer and solid waste enterprise funds. He also conducted a benchmarking analysis, assisted County staff in evaluating the underlying cost of operations, and conducted detailed cost allocation study.


Jeff Dykstra

Project Manager


Mr. Dykstra is a Managing Consultant with nine years of experience. He is responsible for managing projects related to water utility finance, developing financial and pro forma models for utilities, performing cost-of-service and rate analyses, and analyzing utility finances and operations.

He has assisted in the development of many dynamic Microsoft Excel based financial models for utility financial planning purposes and of utility operational benchmarking metrics, cost-of-service and rate analyses, rate surveys, benchmarking studies, and revenue bond and operational feasibility analyses. EDUCATION B.A., Business Administration, Finance, Dordt College, IA 2008

SPECIALIZATIONS Financial Analysis, Planning & Modeling

Cost-of-Service Analysis

Rate Design

Bond and Financial Feasibility Studies

Cash Flow Analysis

Revenue Bond Refunding Analysis

Energy Efficiency Cash Flow Analyses

Utility Operations

Benchmarking

Utility Valuation

Raw Water Valuation

AREAS OF PRACTICE Water Resources

Water & Sewer Reclaimed Water Stormwater

Sanitation

Road & Drainage

PROJECT EXPERIENCE City of Safety Harbor, Florida Jeff serves as the Project Manager for the water, wastewater, sanitation and stormwater rate Study. Jeff has conducted revenue sufficiency analyses for each utility system in order to develop projected revenue requirements and identified any necessary rate revenue increases for water, wastewater, sanitation and stormwater services. He used our interactive process to review alternative scenarios that meet the City’s policy objectives while taking into consideration the customer impact of such rate adjustments. Pasco County Utilities, Florida Jeff serves as the Project Manager for this client’s utility financial services work including; a water, wastewater, and reclaimed water rate study and impact fee analysis. He conducted a revenue sufficiency analysis in 2016, and is managing the cost allocation and rate design components in 2017. He conducted several interactive work sessions with staff to analyze multiple scenarios and capital plans to determine the optimal results for the County and presented results to the Board during workshops.

City of Sarasota, Florida Jeff served as the project manager for a recent water, wastewater & reclaimed water rate study. He developed a ten-year financial forecast and financial management plan (inclusive of annual rate adjustments) using our FAMS-XL model. He also conducted a cost allocation and rate design study, including the evaluation of conservation and other rate modifications.


Kyle Stevens

Project Consultant


Kyle has four years of experience in populating and customizing the long-term financial planning, cost allocation, rate design, impact fee, and miscellaneous service fee modules of our financial modeling system. He has superior financial, business and analytical skills and has provided our clients with exemplary financial analysis based on application of sound financial and economic concepts. Kyle has a high level of proficiency within our modeling system, and he has been very involved in recent engagements requiring substantial model customization and in providing ongoing support services to our clients using our financial forecasting module. EDUCATION Masters of Applied Economics, 2010, Florida State University, Tallahassee, Florida

Bachelors in Economics, 2008, Florida State University, Tallahassee, Florida

SPECIALIZATIONS Long-Term Financial Plan Development

Cost of Service, Cost Allocation & Rate Studies

Development of Impact Fees

Development of Capital Finance Plans

Bond Feasibility Reports & State Loan Applications

System & Property Valuation and Analysis

Operations and Performance Reviews, Strategic Planning, Financial Feasibility Analyses, and Annexation Analyses

Stakeholder Outreach/Educations Programs

Customer, Demand, and Revenue Forecasts

AREAS OF PRACTICE Water Resources Water & Sewer Reclaimed Water Stormwater Sanitation & Recycling

Parking

Airports

General Government Building General Fund PROJECT EXPERIENCE City of Carson City, Michigan

Kyle served as the Project Consultant for a Stormwater Funding and Rate Structure Analysis for the City. We worked as a sub-consultant to an engineering firm who is evaluating the asset management plan of the stormwater utility system. Kyle developed multi-year financial forecast of the stormwater utility (currently funded out of the general fund) in order to identify existing funding sources and current cost requirements. He then incorporated the results of the asset management plan of the system to determine the final impacts to the general fund at varying levels of implementation.

City of Lake Worth, Florida Kyle served as the Project Consultant for a multi-fund financial sustainability analysis, during which we are individually modeling several major funds of the city, including electric, water, local sewer, regional sewer, stormwater, and sanitation, in addition to the City’s General Fund. Through this process, we was able to analyze the interconnectivity of all the funds within the City and develop a long-term sustainability plan for the future financial health of the City.

City of Fort Lauderdale, Florida Kyle has served as the Project Consultant for a long-term financial modeling and sustainability analysis for the City in which he developed a common financial forecasting modeling platform that could be used for real-time evaluation and understanding for its key services, including its General Fund and seven separate major funds (Water/Sewer, Regional Wastewater, Stormwater, Sanitation, Airport, Parking, and Building funds). He customized individual models for each fund, and linked each model together to evaluate and understand a variety of decision alternatives and their current and future consequences to each fund. As part of the City’s annual budget process, we perform simultaneous updates to all the models.

City of Columbia, Missouri Kyle served as a Project Consultant on a recent update to a comprehensive stormwater and sewer cost of service rate studies for the City. He updated a revenue sufficiency analysis in order to develop a multi-year plan of rate revenue increases to satisfy the annual operating, debt service, and capital requirements of each utility as well as maintain adequate operating reserves. He then reviewed the rate structure (including evaluation of rates for wholesale users), and developed recommended modifications to ensure that the rates conformed to accepted industry practice and reflect a fair and equitable distribution of system costs.


Alex Bellino

Project Analyst


Mr. Bellino has one year of experience in populating and customizing the long-term financial planning, cost allocation, rate design, impact fee, and miscellaneous service fee modules of our FAMS-XL modeling system. He has superior financial, business and analytical skills and has provided our clients with exemplary financial analysis based on application of sound financial and economic concepts.

EDUCATION Masters of International Business, 2015, University of Florida, Gainesville, Florida

Bachelors in Finance, 2014, University of Florida, Gainesville, Florida

SPECIALIZATIONS Long-Term Financial Plan Development

Cost of Service, Cost Allocation & Rate Studies

Development of Impact Fees

Development of Capital Finance Plans

Bond Feasibility Reports & State Loan Applications

Stakeholder Outreach/Education Programs

Customer, Demand, and Revenue Forecasts

AREAS OF PRACTICE Water Resources Water & Sewer Reclaimed Water Stormwater

PROJECT EXPERIENCE City of Pembroke Pines, Florida Mr. Bellino served as the Project Analyst for the City during which he conducted a revenue sufficiency analysis, rate structure analysis, and a cost allocation analysis for the water and sewer system. Using our financial model, he developed nine alternative multi-year financial management plans through the construction of a scenario cost analysis related to the City’s wastewater treatment charges and possible capital improvement project costs. He also participated in interactive work sessions to review the analyses with City staff.

City of Port St. Joe, Florida Mr. Bellino has served as the Project Analyst for the City for an update of the water and sewer revenue sufficiency analysis. Using our financial model, he developed several alternative multi-year financial management plans and corresponding water and sewer rate revenue adjustment plans which we reviewed in interactive work sessions with City staff.

Town of Cary, North Carolina Mr. Bellino served as the Project Analyst for a Bond Feasibility Study for the Town which included the development and updating of the Financial Model. He also constructed a customized FAMS-XL User Manual for the Town at the conclusion of the Feasibility Study. Mr. Bellino worked closely with our project team to prepare a bond feasibility report consistent with prior reports.

City of Fort Lauderdale, Florida Mr. Bellino has served as the Project Analyst for a long-term financial modeling and sustainability analysis for the City, in which he has updated and maintained the revenue sufficiency analysis and corresponding reports for its General Fund and seven separate major funds (Water/Sewer, Regional Wastewater, Stormwater, Sanitation, Airport, Parking, and Building funds). He also constructed and maintained detailed assumptions workbooks for the City’s eight funds, which are used regularly by City staff.


Kai Iaukea PE, PMP

Project Manager


Kai leverages 20 years of engineering experience in water and sewer systems, focusing on hydraulic modeling, master planning, condition assessment, infiltration/inflow analysis and rehabilitation. Kai is a skilled user of wastewater modeling software, such as InfoWorks ICM and InfoSWMM as well as water modeling software such as H2OMap. She has been a key member of the Clean Water Atlanta Program as task lead for the Hydraulic Modeling Team. As task lead, she has assisted in building a comprehensive model of the City’s sewer system to be utilized for planning purposes.

EDUCATION BS/BSc., Civil Engineering, Georgia Institute of Technology, 1999 REGISTRATIONS Professional Engineer #029242, State of Georgia Professional Engineer #117857, State of Tennessee Professional Engineer #33248, State of South Carolina Professional Engineer #096334, State of New York PROJECT EXPERIENCE Technical Advisor, Task Manager, Clean Water Atlanta Program, Atlanta, GA As Task Manager for the hydraulic modeling task, Kai reviewed model calibrations as well as model scenarios built to simulate various proposed alternatives in support of rehabilitation design, Capital Improvement Projects and developer driven RFIs. Her team has successfully completed all modeling and rehabilitation recommendations for the entire 1600 miles of sanitary and combined sewer system and 14 pump stations. To better understand the sources of I/I in the system, conducted a number of flow monitoring studies isolating the primary I/I sources and providing a process for estimating I/I reduction. As sewer rehabiliation projects were completed, Kai led her team in performing a post rehabilitation I/I study inlcuding additional temporary flow monitoring, quantifying the I/I entering the system, and comparing to pre rehabilitation conditions. The results serve as verification of I/I reduction assumptions and I/I credits assigned to rehabilitation methods for capacity certification purposes.

Once responsibility of the hydraulic model was transitioned to the City staff, Kai was retained as a technical advisor. In this role, she provides QA/QC for model calibrations and modeling scenarios of remedial measures. Kai has also introduced overland flow modeling in the combined sewer basins for the City to better understand the risks of flooding and overflows in those basins. This has led to modeling a combination of green and grey infrastructure to reduce the risks of flooding and overflows within Atlanta. Project Engineer, Infiltration and Inflow Study for Shaw Air Force Base, Sumter, SC Kai served as the project engineer for a study of infiltration

and inflow (I/I) on Shaw Air Force Base. She performed site visits for manhole inspections and verification of the sewer system mapping. Kai also processed the flow data that was collected and evaluated the response of the system to storms. This data was summarized and provided a report with all observed manhole defects and locations of possible I/I as a result of the flow meter data and approximate quantities of I/I observed. Included in the report were further recommendations for additional evaluation including CCTV and smoke testing. Project Technical Lead, Cowan/Riverside – Area 4 Sewer Rehabilitation Design, Nashville, TN Kai serves as the technical lead, responsible for reviewing all available SSES data to determine the most beneficial rehabilitation approach to reduce I/I entering the collection system and provide additional capacity for the sewers as well as the pump station. The system evaluation consisited of 54,000 ft of sanitary sewer ranging in diameter from 8 to 36 inches. Utilizing the SSES with the GIS and other available data, a rehabilitation strategy was developed into 30% Design documents for client comment and approval. 100% Construction drawings and specifications were submitted in addition to the Aquatic Restoration Alteration Permit application to address concerns of rehabilitating laterals crossing streams. Project Technical Lead, Columbia Sewer System Evaluation Survey and Rehabilitation, City of Columbia, SC Kai is the technical lead, overseeing the SSES of the Smith Branch sub-basin and developing design drawings from the survey results. The Smith Branch SB02 basin under evaluation consists of 128,000 ft of sanitary sewer with diameters ranging from 6 to 14 inches. Kai held workshops with the City to determine design criteria for rehabilitation to achieve the primary goal of reducing I/I into the system. This design criteria led to the development of the decision support matrix for use in InfoMaster. By overlaying all SSES results, including CCTV, smoke testing, manhole inspections, and dye testing with GIS layers for roads, buildings, waterways, etc. InfoMaster was used to develop rehabilitation solutions. The recommended rehabilitation methods were placed into separate GIS layers to create the construction plans. In addition, Kai developed the specifications and submitted the appropriate permit applications for construction. During construction, Kai is providing construction administration assistance.


Soli E. Rojas Project Manager


Mr. Rojas has been working with wastewater and water projects for over 15 years. He has provided civil and mechanical design support as well as construction management services for a wide variety of large municipal projects. Mr. Rojas’ experience includes Owner’s representative services, supervision and documentation of construction activities, review of civil and mechanical submittals, requests for additional information, permitting documents, providing record of contractor progress, review of scopes of work and review of contractor pay applications. Mr. Rojas is skilled at resolving issues and facilitating coordination between owner, engineer and contractor. Mr. Rojas has been praised for his ability to manage problems arising in the field and is well respected by clients, contractors and his peers. “The inspector and EOR provided excellent technical assistance resolving various conflicts with existing utilities. Daily reports were clear and concise and submitted in a timely manner.” J.Duncan, Hillsborough County. Mr. Rojas has been involved in all stages of design and construction and understands a project “from the ground up”. As an experienced Construction Supervisor, Mr. Rojas will ensure that the project is constructed as designed, operations are not adversely impacted, schedule is met and the project is completed on budget. Mr. Rojas has extensive experience working with Tampa Bay Water and understands the important communication requirements, procedures and protocols which must be followed.

EDUCATION BS/BSc Civil Engineering, Santa Maria University, Anzoategui, Venezuela, 2001 MS/MSc, Environment Engineering, University of New Orleans, New Orleans, Louisiana, 2003 REGISTRATIONS Professional Engineer #PE 132.260, Institute of Engineers and Architects, Venezuela MEMBERSHIPS Associate Member, American Society of Civil Engineers PROJECT EXPERIENCE Collection System Evaluation Survey (CSES), New Orleans, Louisiana (Project Engineer) Mr. Rojas served as a project engineer for the development of the CSES report for the South Shore Basin. Mr. Solis was responsible for assessing and recommending various sewer rehabilitation techniques, scheduling of rehabilitation projects, training and oversight for field investigations, Quality Assurance/Quality Control of project submittals, and providing a detailed cost estimate. Also, Mr. Rojas was assigned as a project engineer for the development of the CSES for the Algiers Basin. Rehabilitation Design, Sewer System Evaluation and Rehabilitation for the New Orleans East Basin, New

Orleans, Louisiana (Project Engineer) Mr. Rojas served as the project engineer for rehabilitation design work in the New Orleans East basin, resulting in approximately $16M in construction contracts. He was responsible for the preparation of design packages for ten manhole and sewer line rehabilitation projects, tracking schedules, and coordinating contract document review. Sewer System Evaluation Study, New Orleans, Louisiana (Project Engineer) Mr. Rojas served as the project engineer for rehabilitation design work in the New Orleans East basin, resulting in approximately $16M in construction contracts. He was responsible for the preparation of design packages for ten manhole and sewer line rehabilitation projects, tracking schedules, and coordinating contract document review. Everest and Southwest WRF, Cape Coral, Florida (Document Control) Mr. Rojas developed an approach to track and compile all the comment and changes that needed to be implemented on all technical memorandums in order to support the audit to be performed on Everest WRF and Southwest WRF designs. Northwest Regional Residual Recovery Facility, Tampa, Florida (Design Engineer) Mr. Rojas assisted during the conceptual design for the Northwest Regional Residual Recovery Facility (NWRRRF) Bar Screen Replacement Project. His duties included the evaluation of grit removal technologies currently available in the market.


Jeffry Marcus Ph.D.

Director of Environmental Services


Dr. Marcus has over 39 years of experience in environmental assessment and regulatory compliance. He has an extensive background in transportation related impact analysis as required by NEPA and FHWA regulations. His areas of expertise include freshwater and marine ecology, wetlands restoration and enhancement programs, and the preparation of environmental assessments and impact statements; particularly in subtropical and tropical habitats.

Dr. Marcus has conducted numerous biological surveys, air and noise investigations, endangered species impact assessments, wetlands delineations, ecological risk assessments, and has prepared a wide variety of permit applications at the Federal, state and local levels. He has conducted over 200 Phase I and Phase II environmental audits and has supervised groundwater and sediment contamination assessments throughout the United States. His compliance experience includes RCRA, CERCLA, CWA, TSCA, FIFRA, OSHA, NEPA, and DOT. He is published on the impacts of oil and dispersants on mangroves, corals, and seagrasses. EDUCATION Ph.D., Aquatic Biology, University of Lancaster, Lancaster, England, 1978 Bachelor of Science in Biological Sciences, University of Colorado, Boulder, Colorado, 1975 MEMBERSHIPS Board of Directors, Florida Association of Environmental Professionals PROJECT EXPERIENCE Districtwide Permits Consultant, Miami-Dade & Monroe Counties, FDOT District 6 (Senior Advisor) Senior Advisor operating as an extension of FDOT’s Staff and responsible for performing environmental permitting services for District 6 including preparation of Federal and state permit applications; agency coordination; evaluating design plans for potential impacts; wetland assessments and delineations; Upland and hammock assessments; protected species surveys and evaluations; mitigation plan design; and coordination with FDOT staff and designers. Her responsibilities include overall contract oversight and administration, coordination and QA/QC. Seagrass Restoration in Lake Surprise by Removal of the Causeway* Dr. Marcus permitted and developed the mitigation for the construction of the new Jewfish Creek Bridge over Lake Surprise just north of Key Largo that included the removal of the causeway which provided improved water quality and 5.8 acres of seagrass restoration. The projects included design, permitting, construction, monitoring and maintenance.

Districtwide Mitigation and Environmental Services Support, FDOT District 4 Project Manager and Environmental Specialist responsible for performing environmental services which include: permitting of mitigation sites, planning and construction activities for the purpose of meeting permit requirements or correcting mitigation site deficiencies, exotic species control and removal in the department’s right of way, relocation of endangered, threatened, and rare flora and fauna, and monitoring of the department’s construction projects to assure compliance with environmental permit conditions and commitments. Miami-Dade Water and Sewer Department (WASD) Reclaimed Water Pipeline, Miami-Dade County (Benthic Surveys & Permitting)* Conducted a biological characterization and prepared permit applications for proposed water main beneath Bear Cut between Virginia Key and Key Biscayne. Scope included seagrass surveys, mangrove surveys, impact evaluation, permitting and mitigation plan preparation. Programmatic Categorical Exclusion and Programmatic Agreement Preparation, National Park Service – Everglades National Park and Dry Tortugas National Park Environmental Program Manager for the development of Programmatic Categorical Exclusions and agency consultation documentation in accordance with the National Environmental Policy Act and Director’s Order Number 12 for Everglades National Park and Dry Tortugas National Park.


Sussette Irizarry PE

Environmental Engineer


Ms. Irizarry is a detail-oriented Engineer with expertise in Sea Level Rise (SLR) adaption strategies that focus on protecting local water and wastewater utilities. She is skilled in authoring clear and compelling reports for senior management teams to complete projects under tight deadlines. Ms. Irizarry has extensive knowledge of the following environmental areas: LEED processes, Climate Change, Environmental Regulation, Water Supply and Water Resources Engineering, Sustainable Engineering and Environmental Resource Management. She is a Sustainability Specialist and effective communicator, complemented by a fluency in Spanish. She is also proficient in GIS, AutoCAD, and MS Office. EDUCATION MS, Environmental Policy and Management, Florida International University BS, Environmental Engineering, Florida International University REGISTRATIONS 40-Hour OSHA Certified MEMBERSHIPS American Water Works Association (AWWA) Florida Water Environment Association (FWEA) PUBLICATIONS Irizarry, Sussette. “Climate Adaption and Resilience for Miami-Dade County Wastewater Treatment Plants.” Florida Water Resources Journal, Sept. 2017. Speaker, Sustainability/Climate Change/Conservation Session, at the Florida Water Resource Conference on April 24, 2017, West Palm Beach, FL. Upcoming Presentations: Speaker, Asset Management and Resiliency Session, at the Southwest Florida Water & Wastewater Conference on October 19, 2017, Punta Gorda, FL.

PROJECT EXPERIENCE Environmental Designer, Miami-Dade Central District Wastewater Treatment Plan, Miami, FL Coordinates assignments as Project Engineer for Effluent Pump Station (EPS) project at the Miami-Dade Central District Wastewater Treatment Plant (CDWWTP) focused on sea level rise hardening efforts.

• Oversees multi-disciplinary design team closely with project technical lead to ensure design schedule is met and deliverables are completed.

• Collaborates with design team through weekly progress meetings.

• Generates detailed design reports including Technical Memorandum and Basis of Design Report.

• Reviews prior studies and assessment reports focused on Sea Level Rise impacts on wastewater utilities and incorporation of SLR design elevation within project.

• Delivers workshop presentations to client during various phases of the design.

Engineer I, Department of Regulatory Economic Resources, Miami, FL


Neil A. Johnson WWC, CC, PG

Principal Project Manager


Mr. Johnson has more than 26 years combined experience as a project manager, hydrogeologist, geologist, driller, geotechnical inspector, and environmental technician. His experience includes staff management, construction oversight, testing, and rehabilitation of production wells, Underground Injection Well (UIC) Class I Injection well systems and UIC Class V Aquifer Storage and Recovery (ASR) wells; characterization of Coastal Plain sediments; development of drilling and sampling plans; monitor well installation; interpretation of hydrogeologic, geophysical, and geochemical data; quality control of construction methods and materials; regulatory coordination; and report preparation. Mr. Johnson has performed permitting, design, construction supervision, testing, and inspection of ASR and Class I injection wells throughout Florida. This incorporates: mud rotary and reverse air drilling, well construction, casing installation and pressure testing, supervising cementing, monitoring coring operations, geologic and hydrologic sampling, lithologic descriptions, conducting packer tests, mechanical integrity testing, and geophysical logging. EDUCATION MS/MSc Geology, University of Florida, Gainesville, Florida, 1996 BS/BSc Geology, University of Florida, Gainesville, Florida, 1991 REGISTRATIONS Professional Geologist #2052, State of Florida PROJECT EXPERIENCE Program Manager Services, Sunrise, Florida (Project Hydrogeologist) Mr. Johnson prepared or provided senior technical review for several sections within the Master Plan including Raw Water Supply and Alternative Water Supply. Mr. Johnson managed the development of the Floridan Aquifer analytical model. Mr. Johnson also assisted in the development of the Regional Biscayne Aquifer numerical model Palm Beach County Raw Water Master Plan, Palm Beach, Florida (Project Hydrogeologist) Mr. Johnson provided assistance and technical review in developing the Hydrogeologic Characterization, Alternative Water Resources, and Wellfield Testing and Evaluation Sections of the Master Plan. Mr. Johnson developed the wellfield testing and evaluation criteria for the raw water supply wells. Mr. Johnson reviewed the historical well rehabilitation efforts of several of PBCWUD’s wells and developed a list of recommendations for future well rehabilitation.

Water and Reclaimed Water Treatment Plant Projects, Pompano Beach, Florida (Project Hydrogeologist) Mr. Johnson provided technical, permitting, and constructability review during the planning and design of the Reclaimed Water Rapid Infiltration Trench Project. Various Groundwater Resource Investigations in Florida, Various Locations, Florida (Hydrogeologist/Field Hydrogeologist) Mr. Johnson conducted a variety of groundwater resource investigations in Florida, including the supervision of geotechnical and aquifer performance testing for the South Florida Water Management District’s Site 1 and STA 3/4 Detailed Seepage Analysis; investigation of rehabilitation alternatives and observation and testing during rehabilitation efforts of production wells for the Miami Dade Water and Sewer Department; maintenance of the SALT monitoring network for the Hobe Sound Water Company; research historic contaminant sources around the City of Fort Lauderdale Executive Wellfield; investigation of groundwater/surface water interaction in the Santa Fe River Basin; and field and laboratory hydrologic service for the US Geological Survey Water Resources Division Groundwater/Surface Water Monitoring Network in South Florida.


Edward Rectenwald

Senior Principal, Geologist


Mr. Rectenwald has over 21 years of experience in various hydrologic, geologic, and environmental investigations. This experience includes project management, construction and testing oversight of Class I injection wells, Class V Aquifer Storage and Recovery (ASR) wells, public and industrial supply wells, irrigation wells, monitor wells, and rehabilitation of deteriorated wells. Mr. Rectenwald has successfully managed field staff on ASR system construction, wellfield construction and expansion projects, and assisted with field team management during Class I and Class V injection well facility construction on numerous projects. Mr. Rectenwald is also involved with regional studies of the Floridan Aquifer System by constructing detailed subsurface hydrostratigraphy maps from data obtained from exploratory well drilling, geophysical logging, and aquifer hydraulic testing and analysis results. His investigational experience includes borehole geophysical log analyses, formation lithology interpretation, data support hydrogeologic modeling, and long term water level/water quality studies, as well as analyzing and interpreting stable isotopes, carbon-14, and noble gases to better define different water bodies and flow patterns within the Floridan Aquifer System. Mr. Rectenwald has also written various technical specifications for the construction and testing of Class I deep injection wells, Class V aquifer storage and recovery wells, monitor wells, deep exploratory wells, and raw water production wells. Mr. Rectenwald has analyzed and interpreted various geophysical logs for many surficial and Floridan aquifer wells throughout the state of Florida. EDUCATION MS/MSc, Geology, Florida Atlantic University, Florida, 2006 BA, Geology, University of Akron, Ohio, 1995 REGISTRATIONS Professional Geologist, State of Florida (2469) Professional Geologist, State of Georgia (2464) Professional Geoscientist, State of Louisiana (1047) Project Management Professional (1965005) PROJECT EXPERIENCE Hydrogeological and Engineering Services for Production, Disposal, Storage, and Monitoring Well Networks, Miami Dade WASD, Miami, FL Mr. Rectenwald is the Project Technical Lead for hydrogeologic/geologic services and consultation related to WASD’s Wellfields, Injection Wells, and ASR Wells, which includes geochemical studies, groundwater modeling, monitoring, testing, permitting, design, specialized hydrogeologic oversight during construction and other services as needed. Integrated Water Resources Program, City of Cape Coral, FL Mr. Rectenwald is the project technical leading hydrogeologic consulting, supply well siting and permitting, injection well siting and permitting, ASR operational permitting,

stormwater management, information management, and bidding and construction services for the City of Cape Coral. Tampa Bay Regional Integrated Water Resource Partnership Feasibility Study (MWH), Tampa, FL Mr. Rectenwald contributed his expertise on this project is to prepare the 2nd phase of a regional reclaimed water feasibility/master plan to continue the evaluation of the water resource benefits to the region by recharging the groundwater system in the District’s Water Use Cautionary Areas (WUCAs) in the Tampa Bay Region. Class I Industrial Injection Well Permit Application and Specialized Hydrogeologic Oversight for two Injection Wells and one Dual Zone Monitor Well (MWH), Miami, FL Mr. Rectenwald is the Project Manager and Principal Hydrogeologist for the permitting and specialized hydrogeologic oversight of two 20-mgd Class I industrial injection wells for the disposal of centrate fluid, scrubber fluid, and leachate. This permit was completed on-time during construction through the Boulder Zone for the Florida Department of Environmental Protection (FDEP) Class I Industrial permit application submittal. As designed, this will be the largest diameter injection well in the state with 24-inch diameter FRP tubing.


Mohammad Badruzzaman, Ph.D, PE, BCEE

Principal Engineer


Dr. Badruzzaman is a Principal Engineer in Stantec RESEARCH group with fifteen years of experience in several disciplines, including drinking water treatment, brackish and seawater desalination, and energy management. He has been the Principal Investigator, a Co-Principal Investigator, or a Technical Lead for projects awarded by nationally recognized agencies such as the Water Research Foundation (WaterRF), the WateReuse Research Foundation (WRRF), the Water Environment Research Foundation (WERF), and the California Energy Commission. His experience centers on energy efficient, innovative and sustainable solutions that include: (i) reduction of energy costs through real-time management of energy tariffs, (ii) implementation of renewable energy and other alternative energy sources, (iii) investigation of the energy efficient design and operational principles for pumping and treatment systems, (iii) understanding of the operational GHG emissions minimization strategies, and (iv) application of the water footprinting concept to understand the water-energy nexus from supply chain perspectives. He has authored more than 50 peer-reviewed and conference papers focusing on the technical and financial assessment of drinking water technologies and environmental issues. License P.E., Civil, California, Texas BCEE, American Association of Engineers and Scientists EDUCATION Ph.D., Civil & Environmental Engineering, Arizona State University M.S., Civil & Environmental Engineering, Arizona State University PROJECT EXPERIENCE Principal Investigator, California Energy Commission. EPC-16-025. Comprehensive Assessment, Tools and Resources for Advancing In-Conduit Hydropower in California. Dr. Badruzzaman is developing a comprehensive assessment of in-conduit hydropower generation potential in California and a guidebook that provides best practices on the critical aspects of an in-conduit hydropower including new technology evaluation protocols and procedures. Principal Investigator, Managing Water and Wastewater Utility Data to Reduce Energy Consumption and Cost, Water Research Foundation. Dr. Badruzzaman is leading this project as the Principal Investigator to identify current leading practices on the type of data to be collected, the method to be used for data collection, appropriate data analysis methods, and data management practices for energy efficiency and treatment process optimization within the constraints of delivered water quality and maintenance costs of the asset.

Principal Investigator, Evaluation of Natural Gas to Reduce Carbon Footprint and Energy Costs for Desalination (WateReuse-13-05) Dr. Badruzzaman is leading this project as the Principal Investigator with a global team consists of multidisciplinary experts and sixteen partners consisting of water utilities and industry participants. The overall goal of this project is to provide a better understanding of the application of liquid natural gas (LNG) for self-generation of power at desalination plants and/or for the operation of gas driven engines for large desalination plant pumping.

Principal Investigator, Performance Benchmarking of Pumps and Pumping Systems for Drinking Water Utilities, Water Research Foundation. Dr. Badruzzaman is leading this project as the Principal Investigator to benchmark pump performance for a wide range of categories, to identify pump performance gaps; and to assess performance improvement opportunities.

Principal Investigator, Pilot-Scale Demonstration of the Systems-Level Application of Water Footprinting for Sustainable Decision Making, Water Research Foundation, Colorado With collaboration from a multi-disciplinary team in the United Kingdom, Dr. Badruzzaman is currently investigating how the ISO 14046 methodology on the water footprint concept can be used to make sustainability decision making for municipal water utilities located in a water-stressed area of the United Kingdom (UK). With participation from a global team, this pilot-scale demonstration project applies the water footprint concept for the first time at a system or catchment level of a water utility. Principal Investigator. Water and Wastewater Utility Energy Research Roadmap, Water Research Foundation.


David Hackworth PE

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David has over 29 years of operations and design engineering experience in water and wastewater treatment, water distribution and wastewater conveyance. As both a professional engineer and certified operator, he is able to bring this unique experience into all phases of project delivery, resulting in lower lifecycle costs and ease of operations. David is very effective in identifying opportunities for process optimization of water and wastewater systems, and is able to mentor existing staff to achieve the process optimization targets. EDUCATION MS, Civil Engineering, University of California, Berkeley BS, Mechanical Engineering, University of California, Berkeley REGISTRATIONS Professional Engineer, #81745 State of Florida Professional Engineer, KY, IN, VA, MD Class IV Certified Wastewater Treatment Plant Operator – IN Class B Certified Water Treatment Plant Operator – FL (expired) PROJECT EXPERIENCE Operations Management Consultant, AlexRenew Enterprises, Alexandria, VA Mr. Hackworth provided full time operations management support for six months at Alexandria Renew Enterprises to improve the performance of plant operations. Activities included optimization of the aeration system and development of benchmarks for chemical and electrical usages, standard operating procedures, duty station checklists, and operational strategies to reduce power and chemical consumption. His contract was extended half time for another six months to assist in the start-up and commissioning of their Dewatering Centrate Pre-Treatment System, which uses Anammox bacteria, and implementation of Anammox in their mainstream process. Six months later, he spent another six months there in a full time staff augmentation role while Alex Renew hired a new Chief of Production.

Senior Operations Consultant, Northeast Ohio Regional Sewer District, Cleveland, OH Mr. Hackworth developed the operational plan for the wet weather expansion of the Easterly Wastewater Treatment Plant from 270 mgd to 400 mgd. The project included modifications to the existing eight aeration tanks and 20 existing final settling tanks (FST). The project also added six new FSTs and provided new return activated sludge pumps.

Principal-in-Charge, City of Indianapolis, Indianapolis, IN Mr. Hackworth led the initial value engineering (VE) team effort that resulted in over $50 million of construction cost savings for the Belmont Advanced Wastewater Treatment (AWT) plant expansion for the City of Indianapolis. Mr. Hackworth directed the process modeling effort at the initial stage of the VE effort to identify a more cost-effective biological treatment alternative, which also produced a better quality effluent with lower operational and maintenance costs. Once the process design had been accepted by the City of Indianapolis, Mr. Hackworth served as Principal-in-Charge during the design of the secondary treatment plant expansion. Mr. Hackworth also participated in value engineering sessions for the Southport AWT Facility Plan.

Commissioning Lead, City of Indianapolis, Indianapolis, IN During the design of the Southport AWT expansion from 150 mgd to 270 mgd, Mr. Hackworth provided an operability review. He identified construction constraints and developed sequencing plans to maintain operation of the wastewater treatment plant during all phases of construction. During construction of the Southport AWT expansion, he served as the liaison between the construction management team and the plant operations staff. He led the start-up activities for the new facilities, developed the Unit Process Control Plans and Standard Operating Procedures and performed operator training.

Senior Technical Consultant, Evansville Water and Sewer Utility, Evansville, IN Mr. Hackworth led the development of the wastewater treatment plant expansion alternatives for the Evansville Water and Sewer Utility Integrated Overflow Control Plan (IOAP). The IOAP included the development of process models that predicted treatment plant performance during average dry weather conditions and wet weather events. The IOAP included options to increase the wet weather treatment capacity from 24 mgd to 80 mgd at the East WWTP and from 36 mgd to 80 mgd at the West WWTP. He also developed process control plans and standard operating procedures to maximize wet weather treatment capacity using the current plant configurations.


James B. Hale GISP GIS Manager


James is a seasoned GIS project manager with over 15 years of consulting experience. His expertise lies in working with clients to develop the vision for GIS, lead information management, and integrate technology into their day-to-day work processes. He has developed agency training programs enabling effective leveraging of GIS technology. His work helps clients develop efficiencies, provide reliable information, and increase quality. James has managed GIS implementations and project management assisting public utility departments, electric cooperatives, agriculture operations, environmental permitting efforts, land entitlements and seagrass mitigation studies. A Certified GIS Professional (GISP), James is well versed in GIS web applications, geodatabase design and management, GPS data collection and system integrations. EDUCATION Bachelor of Science, Geography, Appalachian State University, Boone, North Carolina, 1999 REGISTRATIONS Certified Geographic Information Systems Professional, GIS Certification Institute PROJECT EXPERIENCE City of Venice Utility GIS Conversions, Venice, Florida (GIS Manager) Managed a major utility GIS update project involving the cataloging and converting of the City's historic record drawings. This project also involved the collection of sub foot GPS locations that were incorporated into the City's utility geodatabase. The project resulted in a refined spatial accuracy and enhanced attributes for the entire water and waste water GIS network. James served as the GIS manager providing technologic guidance and oversight of project strategy and execution. GIS Conversion of Record Drawings, City of Sarasota, Florida (GIS Manager) The City of Sarasota Utilities Department requires all contractors for utility construction projects to submit electronic AutoCAD files detailing the depth, location, and nature of the work performed. The City has historically archived this record drawing (aka as-built) information for utility pipeline system improvements, but has not had a means to convert this data into its existing GIS .The City retained Stantec to provide consulting services to gather and review the City’s available backlog of record drawings and convert them to GIS. Stantec also is tasked to provide a template structure for future record drawing submittals to the City that will better allow for a seamless integration into GIS. James served as the GIS manager providing technologic guidance and oversight of project strategy and execution.

Utility Asset GPS Location and Attribute Collection, City of Sarasota, Florida (GIS Manager) Stantec was retained by the City of Sarasota to provide professional services for a comprehensive approach to improve the accuracy of the water and wastewater assets within the geodatabase. Stantec developed a data dictionary and utilized sub-foot GPS technology to collect locations and attributes of the City’s water, wastewater and reclaim assets. James served as the GIS manager providing technologic guidance and oversight of project strategy and execution. Mobile GIS Inspections App, City of Sarasota Florida (GIS Manager) James was responsible for developing a mobile GIS application that enables construction inspectors to enter inspection information in a geospatially enabled form directly in the field. The inspections are then shared to management in the office via a GIS web application enabling real-time viewing of the inspection form, pictures taken and drawings updates. Collier County Enterprise Asset Management, Collier County, Florida (GIS Manager) James was responsible for project management, database design, web application design and client needs assessment. Stantec designed and deployed water utility geodatabases and web applications in support of a massive enterprise asset management project. Stantec also developed procedures for Collier County staff to amend the application process to ensure conveyed utility assets will be seamlessly integrated in the County’s utility GIS. This project was awarded the ESRI special achievement in GIS.


Manuel Perez GISP

Senior GIS Analyst


Maunel has over 6 years of GIS experience. His skills include geodatabase design, data conversion, manipulation, collection and maintenance. Manuel has extensive knowledge in the use of ArcGIS including the extensions Network Analyst and Spatial Analyst. Manuel provides Enterprise GIS solution design and implementation, including GIS Servers, enterprise geodatabase platforms, and web map application support. He offers extensive knowledge of GIS technology as applied to land use planning, water resources, land development and utility networks, and can provide training and support to end users. EDUCATION Bachelor of Arts, Geography, University of South Florida, Tampa, Florida, 2009 Associate of Arts, Edison State College, Ft. Myers, Florida, 2004 REGISTRATIONS Certified Geographic Information Systems Professional #67934, GIS Certification Institute PROJECT EXPERIENCE City of Sarasota Utility Network, Sarasota, Florida (Senior GIS Analyst) Client requested the conversion of approximately 100+ record drawings and the update of their utility GIS network to reflect the new information. The GIS data was simultaneously being edited and maintained by the client, which required the design an implementation of a workflow to support simultaneous editing by both Stantec employees in two different offices and the client, by using geodatabase replication, versioning and QA/QC procedures to support. This allowed the client weekly updates to their GIS network without any downtime or freezing of data for any of the participants in the GIS network. Enterprise Asset Management, Collier County, Florida (Senior GIS Analyst) Consulted on and provided support to a county-scale enterprise asset management system, including designing the geodatabase repository for the data, providing GIS Management / Support services while client built up internal GIS Team, and designing and deploying GIS map service to be consumed by various enterprise asset management applications and solutions. SR 874 Asset Tracking Database, Miami-Dade County, Florida (GIS Analyst) Responsible for converting from MicroStation to geodatabase Miami-Dade Expressway Authority assets along SR 874 various transportation assets into an asset tracking database, including ITS, barrier, drainage and signage assets.

Sanitary Lift Station Fiber Connectivity Routing, Collier County, Florida (GIS Analyst) Responsible for the design and implementation of a connectivity tool using Network Analyst to create proposed fiber optic connection routes for 700+ lift stations throughout the county to the nearest fiber optic connectivity point. Designed a methodology and workflow to generate fiber optic routes along road right-of-ways, easements, and other land-rights to the fiber optic lines, then aggregated the generated distances by lift-station networks. This allowed ranking of lift station connections by shortest distance, and average distances across a gravity network to identify neighborhoods where the most lift-stations can be connected for the fewest linear foot of fiber on average. Orangetree Utility Network, Collier County, Florida Responsible for converting from approx. 200+ paper record drawings and CAD files a functional utility geometric network geodatabase, including sanitary sewer, irrigation, and potable water networks.

GIS Database Design and Data Management, City of Bradenton, Florida (GIS Specialist) Responsible for the design, implementation and maintenance of a new GIS data storage structure and workflow to support the City of Bradenton’s various services such as Public Safety, Utilities, Planning and Building Permitting . This included moving the City into GIS from paper for addressing management, and linking the various databases into the new centralized address geodatabase. Acted as central data coordinator for various City and County entities, facilitating transfer and exchange of GIS data and workflow design. Planning and Community Development, City of Bradenton, Florida (GIS Specialist) Responsible for designing and producing a series of cartographic and other GIS products to support the City’s various objectives, including comprehensive land use, land cover, zoning, and density maps, as well as providing custom mapping and analysis services to answer geographic questions concerning the City’s status and operations.


Lilian MarreroCIVIL ENGINEER IN TRAINING

Mrs. Marrero currently serves as a Civil Engineer for Stantec, her multiple roles accross various projects include Project Engineer, Assistant Project Technical Lead, and office Permitting Lead. Her responsibilities as the Stantec Permit Coordinator for the Miami Dade Water and Sewer Consent Decree Program include training junior staff, oversight of permit dry-run activities, direct coordination with government officials. In her role as Permitting Lead she is responsible for coordinating with the design staff to address regulatory inquiries during the permitting process and ensuring permit approvals are received in a timely manner.

EDUCATION BS, Civil Engineering, Florida International University, Miami, Florida, 2011

MS, Civil Engineering/Water Resources Engineering, Florida International University, Miami, Florida, 2013

REGISTRATIONS Florida Board of Professional EngineersCivil Engineer-in-Training (#00015959)

PUBLICATIONS Integration of a Sedimentation Module to a Hydrologic Model and its Application to a Mercury TMDL Analysis

Hydrologic and Kinetic Parameters Impacting the Total Mercury Transport within the EFPC Watershed, Oak Ridge Reservation

PERMITTING PROJECT EXPERIENCE

Miami Dade WASD Consent Decree ProgramMiami, Florida

Lead Permit Coordinator ( 2014 - Present)Lead Permit Coordinator for permitting efforts directly linked with the Florida Department of Environmental Protection, Miami Dade County Building Department, Miami Dade Department of Regulatory and Economic Resources, Florida Department of Health and Florida Department of Transportation. Responsibilities include the preparation of permit applications, assembly and submittal of supplemental design documents, permititng fee payments, document control, coordination with regulatory reviewers to facilitate timely approval of preliminary permits.

Master Pump Station No. 2 Upgrades (6th Pump); Miami, FL (Civil Engineer and Permit Lead)

Civil Engineer providing technical support on design and writing specifications , design quality assurance and quality control, scheduling, invoicing and budget tracking. Supervised sub-consultant's field inspections. Responsible for filing permits with the City of Miami and Florida Department of Environmental Protection.

* denotes projects completed with other firmsDesign with community in mind

PERMITTING PROJECT EXPERIENCE CONTINUED CDWWTP Detailed Design of Plant 2 Digester Cluster 1(2015), Digester Cluster 2 (2016) and Cluster 3 (2017) Upgrades; Miami, FL (Assistant Project Engineer and Permit Lead)

Sludge Digesters at the Central District Wastewater Treatment Plant (CDWWTP) provide mesophilic digestion process for stabilization of their biosolids generated within the treatment process. Each Digester Cluster has a Control Building which contains the sludge digestion equipment. As the Assistant Project Engineer, she was responsible for supervising field visits to the project site including providing sub-consultants an overview existing facilities, identifying potential utility conflicts, supervising a 3-Dimensional Survey of Plant 2 Cluster 1 Digester Control Building, assist managing resource allocation and risk mitigation. In helping manage the project, Ms. Marrero was responsible for the development of a Quality Management Plan (QMP), the Quality Assurance/Quality Control (QA/QC) , invoicing suport. Her Technical Responsibilities during detailed design included coordination with vendors for estimates, technical understanding of digester technologies such as external draft mix tubes, pumped hydraulic jets, linear motion mixers, digester tank covers, sludge feed pumps, sludge transfer pumps, sludge recirculation pumps, and heat exchangers, assisting with the development of Technical Memorandums and Basis of Design Reports for each Digester Cluster Comlex detailing the proposed upgrades and process configurations at a cluster specific and system wide scale. Her role inlcuded design support for civil and process mechanical including the development of project equipment schedule, hydraulic modelling using AFT Fathom of the sludge recirculation system, specifications sets and overall deliverable package for 60%, 100% NFC, bid ready design. Ms. Marrero acted as the permit lead for these three (3) projects, obtaining all necessary preliminary approvals from FDEP, City of Miami Building Department and RER.

CDWWTP Injection Well Surface Facilities; Miami, FL (Civil Engineer and Permit Lead) Miami Dade constructed two injection wells at the Central District Plant. This project consited of developing the detailed design for the Surface Facilieties including the injection well pump station and yardpiping. Ms. Marrero assisted with the Basis of Design Report and Detailed Design. Her responsibilities included data input and data management in support of a desktop water quality study, a planning level Construction Schedule for the recommended design alternatives, writing and qa/qc of project specifications. Ms. Marrero acted as the permit lead for this, responsible for the preparation of FDEP, City of Miami, and RER permit applications, and facilitating coordination during the regulatory review period.

Section 5

Project Manager’s Experience

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Sangeeta Dhulashia PE, PMP Project Manager Ms. Dhulashia will serve as a Project Manager for the Utilities

Comprehensive Master Plan and Rate Study, bringing over 19 years of experience that covers full range of regional water, wastewater and reuse master planning, facilities planning, system planning and exceptional engineering management and project and program leadership experience.

Ms. Dhulashia is local to Broward County, and is a Senior Project Manager for Miami Dade Water and Sewer Consent Decree projects. Under her current role Ms. Dhulashia leads various evaluation studies, design and construction projects for the three large wastewater treatment facilities. The CDW-WTP is 143 mgd, and SDWWTP and NDWWTP are each at 112 mgd.

Ms. Dhulashia performed a Technical Services Manager role for the City of Sunrise, Water and Wastewater Capital Improvements program and performed planning for the utilities, provided project management oversight for 60 plus projects and 5 major design firms.for a $120M five-year cap-ital improvements plan. Ms. Dhulashia along with the City staff provided progressive planning to the City on an annual basis to evaluate facility and system needs, categorize and pri-oritize as City’s staff extension. Ms. Dhulashia prepared the engineering feasibility report for the Bond acquisition which enabled the capital improvement program. Ms. Dhulashia had also provided engineering support for reuse system planning, identifying top customers and participating in strategic po-tential large customer meetings with the Director.

In 2008 Ms. Dhulashia served as a project manager and com-pleted the City of Sunrise Water and Wastewater Master Plan. This master plan was prepared in the midst of changing water supply, reuse, distribution system, water treatment and biosolids regulations. The backbone of this master plan was water supply alternative evaluation. Ms. Dhulashia led a team of technical experts including regulatory, projection and demand management specialist, modeling, water treatment, wastewater treatment, reclaimed water treatment, hydrogeol-ogist, biosolids, financial planners, schedulers and estimators to prepare the strategic utilities master plan. A rate study was subsequently developed based on this master plan. During this phase, Ms. Dhulashia also led multiple other projects with the City such as Consumptive Use Permit update, Water Supply Facilities Plan, asset management and program quick start, impact fee update, advanced wastewater treatment pilot

study using MBR, RO, UV and advance oxidation, chemical optimization for Sawgrass NF plant, concentrate recovery pi-lot and IDSE hydraulic network update for water age analysis.

Ms. Dhulashia has been project manager for Facilities Plan projects for various municipalities including the City of Sun-rise with system wide treatment capability of 50 mgd, City of North Miami Beach with system wide treatment capability of 32 mgd, City of Pompano Beach with treatment capability of 50 mgd and City of Oakland Park. These plans were all based

‘just in time’ improvements and were all published in 2008 and were subsequently updated by Ms. Dhulashia in 2014.

Ms. Dhulashia has managed and led various local System Planning projects including the City of Sunrise, City of Pom-pano Beach, City of Miramar, City of North Miami Beach and City of Tamarac for the water distribution system, and City of North Miami Beach, City of Tamarac, Park City trailer home mobile park and Falkenburg pump station at City of Tampa’s wastewater transmission system network. Ms. Dhulashia has performed vast number of sanitary sewer evaluation surveys and prepared infiltration and inflow reduction plans for vari-ous local utilities such as City of Coral Gables, City of Margate, FGUA, City of Hialeah, Broward County, City of Cape Coral, City of Tamarac and City of Hollywood.

Ms. Dhulashia has extensive experience on programs and have been contracts manager for the City of Atlanta, Clean Water Atlanta Program as well as been project manager for various projects for the City of Cape Coral UEP and Facilities expansion program in addition to the Miami Dade Pump Sta-tion Improvement Program, Consent Decree Program and the City of Sunrise Program.

Ms. Dhulashia prepared the Engineering Feasibility Report which was part of the Bond report for the City of Sunrise in 2010. Ms. Dhulashia has prepared two connection fee updates for the City of Sunrise and the City of North Miami Beach. Ms. Dhulashia has also assisted in preparation of fire flow fee for the City of North Miami Beach. Ms Dhulashia participated and provided engineering support in development of the Rate Study for the City of Sunrise.

Ms. Dhulashia brings wealth of broad utility planning experi-ence to the Town of Davie and more importantly local to south east Florida. Having been part of utilities staff extension, Ms. Dhulashia understands the challenges faced by todays util-ities, she understands the local constraints such as external drivers, be it regulatory, growth, economic, seasonal, and nat-ural such as seal level rise and wet/dry season which impacts utilities planning.

Section 6

Approach to Scope of Services

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Approach to Scope of ServicesWe take a unique approach to every design.

GENERAL DESCRIPTION OF SERVICES & DELIVERABLES The Town’s Utility Master Plan was last updated in 2010. The Utility operations consists of water, wastewater, and reclaimed water systems. Since the last Master Plan was completed, the Town has completed design and construction of various large projects including a reverse osmosis water treatment plant, a membrane biological reactor reclaimed water plant, constructed two deep injection wells, and reclaimed water mains along with various other regulatory improvements. The Town has a need to update the Master Plan to capture these new improvements, plan the future infrastructure needs, improve performance and efficiency of existing infrastructure, create a wastewater system model, update water system hydraulic model, quantify and reduce infiltration and inflow, review biosolids treatment and disposal alternatives, develop Capital Improvements Plan and Rate Study to support new improvements. We understand that the Town currently has a challenge to meet system pressures and water quality in certain parts of the service area and is looking for recommendations to continue providing service to large/bulk customers or to improve the level of service for existing customers with the Town. The Stantec team understands the Town’s Needs, Goals and Objectives as outlined above. Stantec’s approach is to leverage the Town staff’s knowledge, previous planning documents and its own strategic approach and expertise to complete the plan efficiently while providing a fresh look at the Town’s current highest priority needs. Utilizing the existing water hydraulic model for water and reclaim water system, the Stantec team selected for this task will quickly and efficiently familiarize the entire staff with the existing models, confirm and update where necessary and begin pressing forward with the necessary evaluations for master planning. Stantec has successfully performed in this role for many southeast Florida municipal master plan projects. Stantec will leverage our extensive master planning capabilities and experience to complete the project within the Town’s identified budget, while dovetailing the master plan vision with the Town of Davie’s strategic initiatives. To meet

The best blend of familiar faces and recognized national experts

Affordability – A team with the proven ability to do more with less.

Alternatives – Providing creative solutions that maximize long-term value and performance.

Schedule – Unmatched knowledge of your infrastructure results in an efficient delivery.


the Town’s budget for this Utilities Master Plan Update, a highly efficient approach is required. This approach will meet the Town’s planning requirements and spend the time creating a bias-free, justifiable schedule of prioritized projects over the next five to twenty years. APPROACH Stantec will deliver a Comprehensive Utility Master Plan that will provide the required services and associated deliverables that will satisfy or exceed Town’s goals and objectives. The following approach is recommended to best serve the Town and your customers in creating a Comprehensive Master Plan and Rate Study.

1) Promote the Town’s Utility Vision 2) Summarize Existing System, review existing data, regulations and compliance 3) Perform Projections (population, water, wastewater Reclaimed water) 4) Water Facilities Planning (performance and efficiency of existing infrastructure and new infrastructure needs) 5) Water System Planning (update model, calibrate and perform hydraulic study, review service goals and large

user/bulk customers served including Hacienda Village). 6) Wastewater System Planning (develop model, calibrate and perform hydraulic study) 7) Wastewater Facilities Planning (including disposal options and biosolids evaluation; performance and

efficiency of existing infrastructure and new infrastructure needs) 8) Reclaimed Water System Planning 9) Develop Utility wide Capital Improvements Plan (short term and long term) 10) Develop a new water, wastewater and reclaimed water rate study

The reasons Stantec can tailor its project approach for the Town of Davie and successfully complete the Plan within budget are:

• Experts in Completing Florida Master Plan Updates • Unbiased: We will go above and beyond a perfunctory update of the last master plan, providing a fresh approach

that is focused on your Vision, Goals, and Objectives. • Ability to provide a Comprehensive Master Plan and Rate Study simultaneously with our experienced planners

and rate advisors. • On Budget and On Schedule Delivery: We completed a comprehensive water master plan for the City of Sunrise

within budget and on schedule. • Experience and Success with improving efficiency and performance of equipment and processes.

The approach included herein outlines our Team’s view of the systematic methods proposed for meeting the Town’s needs relative to the project execution. This approach focuses on the major specific areas of concern, and presents a course of action designed to expand, maintain, and improve current and future facilities in a timely and cost-effective manner.

Task 1 –Town’s Utility Vision Our Planning Team is has been integrally involved in many of the most forward thinking utility planning projects in Southeast Florida (and nationally), ensuring that all feasible investment alternatives are properly vetted. Establish Project Vision, Goods, and Objectives at Kickoff meetings The initial step of the project is to create a common vision. By fully understanding the Town’s overall and specific project vision, goals and objectives, Stantec can more efficiently and successfully complete the Master Plan. The vision will consider the following components:

• Drive the balance between reclaimed water and new water supply needs • Provide Utility Staff Better Tools to Optimize Operations and Energy Efficiency • Provide long term strategy for effluent disposal and water reclamation • Prioritize CIP and Develop Master Plan and Rate Study

The kickoff meeting will establish roles, communication protocols, and clearly define concise deliverables. Processes to ensure schedule adherence will include timely dissemination of project information, weekly project update calls, powerfully descriptive maps/figures, efficient communication protocols, and face-to-face interactive meetings to safeguard the project vision is being maintained. Stantec will propose cost benefit analysis of two software programs and recommend to the Town the appropriate modeling software for water and wastewater system hydraulic simulation.


Collect, Compile, and Review Relevant Information Relevant system information will be collected, compiled, and reviewed for the update of the master plan. Data relevant to the master plan includes the previous reports prepared for the Town, monthly operating reports, existing databases, CAD, GIS, spreadsheets, hydraulic models, wastewater atlas maps, lift station asbuilts, SCADA data and other documents. Data collection will be streamlined and efficient to remain on schedule and budget. Review Previously Identified Future CIP and Master Plan Projects To prepare an efficient master plan update, it is imperative to begin with the previously identified future projects. The previous planning work performed for the Town has served the Town well, and while some recommendations may be outdated or over anticipated, it will serve as an good starting point. Review Regulatory Compliance and Permits Among the challenges facing utilities across the State of Florida is the task of complying with current and future water, wastewater, and UIC regulations. Our long-term local presence and extensive project experience in Florida has helped us forge sound professional relationships with state and local government agencies. We carry a broad portfolio of local regulatory experience. We have aided utilities through compliance, expansion, storage, treatment, water quality, and wastewater quality issues. Our knowledge of Florida Department of Environmental Protection (FDEP) procedures and policies allows us to efficiently manage permit compliance tasks. Our South Florida water supply development projects have required extensive communication with the South Florida Water Management District (SFWMD) over the past 35 years. We have maintained communication with the District’s staff throughout the rule and policy changes over the last decade. Stantec has obtained Water Use Permits for more than 30 utilities in Southeast Florida. We understand the regulations, the stakeholder interests, and the procedures involved in obtaining water use permits. Our water use permitting experience for local water supply projects is extensive, spanning over 30 years and beginning with Broward and Palm Beach Counties; clients who achieved many permit firsts. Task 2 – Existing System A summary of existing water, wastewater and reclaimed water system will be developed where regulatory review will be summarized along with permitted and actual process capacities of existing infrastructure. Site visits will be performed for each facility including water supply and disposal wells, treatment units and storage and high service pumps to determine high level condition and repair or replacement needs for above ground existing infrastructure. Existing service area will be depicted. This task will also provide an overview of external issues including economic and population growth, current and anticipated regulatory changes, climate change and water supply issues. Goals to plan for such external issues will be developed in conjunction with Town’s staff under Task 1 and summarized under this task. This task is the backbone of existing facilities and infrastructure of the Town’s utilities. Our team has the ability to capture conditions of existing infrastructure using mTOOLS if desired by Town. mTOOLSTM and mobile applications are developed by our asset management group to streamline the data collection effort, and assure that the data collected is consistent, repeatable, transparent and most of all, legible and useful for integration into Utilities asset management framework. We can convert the forms used by Town’s Utilities Department into electronic forms accessible in the field on a tablet computer. Our experts will review Utilities’ forms and offer recommendations to more accurately assess the facility or equipment condition, and to improve later integration of the data with Utilities’ asset management systems and procedures. Staff with specialized expertise in the type of equipment being evaluated would use the data collection application in the field. Logic built into the data collection form will flag potential data entry errors and promote a comprehensive and complete data collection effort. Voice-to-text can be used to rapidly enter long strings of text. Inspectors can work offline, with multiple devices, and synchronize their data collection efforts with the master database when they return to the office.

mTOOLSTM mobile applications

improve speed and accuracy of field

data collection

The Stantec Team has an extensive background and experience in analyzing and reviewing environmental legislation and regulations.


Task 3 – Population Forecasting For the purpose of evaluating the population projections for the Town’s service area, the team envisions utilizing the methodology pioneered by our team. Geographic Information System (GIS) tools that combine population forecast data based on Broward County 2014 traffic analysis zones (TAZ) that intersect with the Town’s service area boundaries will be deployed. Population forecast will be performed for 2020, 2025, 2030, 2035 and 2040 planning horizons. These zones will then be spatially allocated to pipes and lift stations with the water and wastewater hydraulic models. The hydraulic models will serve as one of the many tools for identifying infrastructure improvements. The spatial allocation of population forecasts within the water, wastewater, and reclaimed water hydraulic models will enable the Planning Team to evaluate the effect of likely growth and redevelopment scenarios against the Town’s existing infrastructure. As your planning partner, we will carefully utilize all the available data and work with Town staff to establish a plan for matching reliable water, sewer water, and reclaimed water capacity with population projections. Water supply projections performed will be compared against information from LECWSP, and WUP projections. Task 4 – Drinking Water System Task 4.1 Water Demands Understanding future system demands provides a comprehensive, long term review of an assets ability to meet the defined level of service for that asset. Historic demands will be reviewed to determine per capita demands within the service area, to understand seasonal demands, dry and wet season demands and computation of peak factors. The Town will provide geocoded meter information by meter type (irrigation, residential, commercial/industrial) with associated billing data to Stantec. Stantec will review 5 years of historical customer monthly billing record information to confirm the average day, maximum day and peak hour factors. The Town will provide Stantec with the location of existing and future developments, number of units and current water demands. In addition, the Stantec team will also review Town provided traffic analysis zones data. Based on service area established under Task 1, population projections from Task 2, and computed per capita demands in association with project significant land use changes, future demands will be determined. Subsequently, Stantec’s Master Planning team will update the water demand forecasts in 5 year increments to year 2040. Task 4.2 Water Treatment Plants The Town of Davie Utilities existing water system includes one (1) 4.0 MGD lime softening/anion exchange treatment plant (System III) with 4 MGD finished water storage capacity and one (1) 6 MGD Reverse Osmosis treatment plant (System V) with 2.5 MGD finished water storage capacity and a combined distribution network. Raw water is withdrawn from the Biscayne aquifer via four active wells at System III, and five Floridian aquifer wells at System V. Based on water demand forecast, the future water supply deficit, if any, will be determined. This need will be compared with the existing process capacities and options such as participation in regional solution, increasing reclaimed water to offset potable water demand and expansion of reverse osmosis plant. A review of existing infrastructure will be performed to determine replacement needs. Lime Softening Process Optimization Solids Contact Clarifiers (SCCs), utilized in the Town’s System III lime softening treatment facility, are one of the oldest technologies in the water treatment industry. Although widely used, SCCs are also one of the most misunderstood and neglected unit processes. The SCC process is the first step in the lime softening solids management and its impact on the final water quality and dewatered solids should not be underestimated. Maintaining a high solids concentration in the center cone of the SCC is critical for producing excellent settled water quality and producing a concentrated residuals stream. The softening process is optimized by allowing the solids to remain in the center cone and for successive layers of calcium carbonate to precipitate where the benefit is decrease in volume of the lime softening solids stream that needs to be processed through the thickener and pumped to the lagoons. The generation of solids in the center cone is dependent upon the following factors:

Flow rate Influent hardness Effluent hardness Lime dose


Task 4.3 Drinking Water System Hydraulic Model The water distribution system has approximately 10,000 connections, served by a total of ten high service distribution pump stations shared by both active treatment plants. In addition, the Town decommissioned a water treatment plant (System I) in 2014, but still has four available Biscayne wells at that location. The water distribution system consists of approximately 163 miles of water mains and 1500 fire hydrants. Stantec has the ability to use either Bentley’s WaterGEMS, or Innovze InfoWater software. Both programs are GIS compatible modeling software. Stantec has staff that are proficient in either of the software platforms which provides Town an advantage of selecting a software that meets their true needs. As part of Task 1, Stantec will assist the Town to select the most relevant software to meet their needs in future. Stantec personnel will lead a meeting with the Town’s Utilities Department to review this available data, additional data needs, and discuss model criteria. Model update will be performed to include pipes greater than six inches in diameter based on data provided by Town. Demand Allocation Stantec will use SCADA and monthly operating reports along with records of water plant use and total pumpage and metering data provided by the Town’s Utilities Department to determine the demand allocation to assign to nodes in the model, to assess diurnal and seasonal flow patterns, and to analyze the scale of unaccounted for water and potential physical water losses in the system. Current water demands determined from billing records and historical water supply data as provided by the Town will be used as model input. The Town of Davie will provide the most recent 60 months of billing records for model input. The customer billing data will be provided in a delimited text file in a format acceptable to the model to include, but not be limited to: account number, date, address, volume, and units. Stantec will adjust node demands to best assign the unaccounted for distribution losses (not reflected in the available meter data) to approximate locations based on the available information. Calibration Calibration is a process of comparing model results to actual field collected data and making subsequent adjustments or corrections to the model as necessary to reach an acceptable level of accuracy. Field calibration for pressures and flows will be conducted using a joint team of Town staff and the Stantec team. Stantec will coordinate with Town staff to collect operational data of storage tank levels and pumping capacities and sequencing during the field-testing period, and shall perform field testing of pressures and flows. Calibration simulations will be reviewed with the Town. The computer model will be calibrated to validate model results. Stantec will evaluate and summarize the field testing data. Computer model simulations or scenarios will be developed for each of the calibration tests and model results will be compared with the field data and measured against the calibration criteria. Comparisons that fall outside the established calibration criteria will be identified and adjustments and/or corrections to the model will be made. Hydraulic Model Simulations Stantec will develop the following hydraulic scenarios for existing and future conditions:

• Existing Conditions o Average Day, both plants operating

Water age analysis Reliability analysis

o Average Day, one plant operating and open interconnect Water age analysis

o Maximum Day plus Fire Flow o Peak Hour o Repeat above simulations with proposed improvements

• Planning Horizon 2025 (short term)

Lime Sludge Dewatering Facility Feasibility Study (2012) Stantec conducted a study to determine the feasibility of constructing a lime sludge dewatering facility at the existing Water Treatment Plant. The objectives of the study were to provide an overall water savings to the WTP to offset the need for alternative water supplies and provide improved dewatering to lower maintenance and disposal costs. Existing technologies were evaluated including belt filter presses, mechanical presses, and vacuum presses. Stantec provided a recommendation for the most suitable technology, preliminarily sized the facility, provided conceptual general arrangement drawings, and developed a site plan for the proposed facility. A technical memorandum was developed to present the evaluation and provide recommendations.


o Average Day, both plants operating Water age analysis Reliability analysis



• Planning Horizon 2040 (long term) o Average Day, both plants operating

Water age analysis Reliability analysis



Stantec will model the distribution, storage, and transmission system with proposed piping improvements for the existing and future conditions. The distribution, storage, and transmission system will be evaluated using the hydraulic model to determine the existing system capacities associated with the delivery of water under PHD conditions as well as under Max Day plus Fire Flow conditions. Low-pressure areas and system deficiencies will be identified. Storage and supply capacities will be reviewed to verify whether they meet operational and regulatory requirements. Deficiencies identified in the distribution, storage, and transmission system model will be identified for short term (5 year) and long term (10-15 years). Stantec has a vast portfolio of experience (locally, regionally and nationally) that spans from design and construction of raw water, treated water, gravity mains, force main and reclaimed water pipelines as well as different types of pumping systems. Stantec engineers have designed numerous major pipeline systems, including more than 5,000 miles of pipelines with diameters up to 144 inches. We have also installed pipelines under some of the most adverse conditions— surface congestion, underground utilities, rugged terrain and unstable or corrosive soils. Designs have included open trench, tunnel, jacking, sub-marine and other types of installations. Stantec has designed over 1,000 water and wastewater pumping stations, with capacity up to 550,000 gpm and total connected horsepower up to 66,000. Task 5 - Wastewater System Task 5.2 Wastewater Treatment Plant The Town of Davie Utilities existing wastewater system include one (1) 4.85 MGD traditional package plant (WWTP – System II) with effluent disposal to the City of Hollywood (reclaimed water process) and Ocean Outfall, and one (1) 3.50 MGD membrane bioreactor plant (WRF – System IV) with effluent disposal for slow rate irrigation and deep well injection. The System II WWTP is covered under an NPDES permit. The Utility department has an active pretreatment program, that includes both plants. A new local limits study is due to be conducted. Historic wastewater flows will be reviewed for a period of five years, where wet season and dry season variations will be graphically depicted. Peaking factors will be developed for wastewater flows. These will be used to project future flows and size future systems and facilities. Wastewater flow projections will be performed similar to water demand projections. Consideration will be given to infiltration and inflow. Process and Capacity review will be performed to meet existing and future demands. Understanding that Davie’s wastewater system functions properly and serves the Town well, the Strategic Master Plan will identify cutting edge initiatives to increase sustainability and move toward an energy neutral balance: Increase Energy Efficiency

• Minimize Inflow & Infiltration • Hydraulically Model and Optimize Collection/Transmission System • Identify Effluent Disposal Options • Identify Biosolids Treatment and Disposal Options

Increase Energy and Operational Efficiency Usually treatment plants within the Utilities are the largest energy consumer. Stantec proposes to develop an inception of concept level energy management plan for the Town that will comprise of following steps:

• Understand the operation goals and traditional practices that are most relevant to energy management for Town • Systematic analysis of existing water and wastewater systems • Identify energy efficient opportunities • Create an implementation roadmap for Town


Stantec will review the annual spending for cost for water and wastewater pumping. Our team will consider wide range of opportunities related to energy and cost savings for pumping systems. The refurbishment opportunities of individual pumps and operational modifications to the entire pumping system should be investigated to identify the range of energy efficiency opportunities and best practices available for the Town. A good hydraulic model is an excellent tool to support water distribution system understanding and can be used to identify energy deficiencies. For energy management analysis, the model can be used to identify system bottlenecks, especially where large energy losses exist- the ability to identify locations where large diameter pipes can reduce the burden is often overlooked by system operators. Furthermore, the model can be used to show both the energy usage and energy cost of each pump in the system, as well as identify the efficiency percentage of each pump to identify pumps that are consuming large amounts of energy. Recently, Stantec has been using hydraulic models to evaluate pump operations to minimize pumping during energy peak hours, significantly reducing the costs of pumping. Similar to water systems, substantial energy efficiency opportunities exist in wastewater treatment plant retrofits and operational modifications. Stantec has partnered with several clients, including DC Water and the City of Atlanta, to successful identify these energy saving opportunities. The actual level of opportunity that could be achieved at the Town depends on critical understanding of wastewater characteristics, treatment plant configuration, treatment goals, chemical use, and historic O&M practices. Task 5.2 Wastewater Collection and Transmission System The wastewater collection system consist of approximately 73 miles of gravity mains, 35 miles of force mains and 1700 manholes. There are 60 lift stations, including 10 master lift stations. Stantec staff is proficient with both Bentley SewerGEMS and Innovyze InfoSewer software and will use the selected model based on outcome from Task 1.

Model Development Stantec will develop a sewer system hydraulic model for the forcemain and gravity sewer systems utilizing the Town’s GIS database of sewer system. Information input into the model will include, where available, manhole rim and invert elevations and pipeline diameter and material. The model will include lift stations for corresponding sewer basins, gravity sewers 8-inch diameter and greater, smaller gravity sewers will be included where considered necessary without impacting the integrity of the model. All force mains will be included.

We will leverage the expertise of our

RESEARCH Group – a multidisciplinary group

of engineers and technicians

to support the Town. Our group has published

OVER 200 articles in peer-reviewed

journals and technical conference

proceedings and has provided OVER

120 presentations at regional, national, and international technical

conferences. As one of the only firms

in the industry with such a group, we will ensure the Town is getting the

most cutting-edge innovations in energy

efficiency.


Stantec will develop/confirm existing base flow using information available to characterize the existing land use within the service area (i.e., the number of acres of each type of land use, such as residential, commercial and industrial). Stantec will develop/confirm future flow based on projections for future demographic and land uses. Flow patterns will be developed for lift station to serve as input to the hydraulic model. Stantec will validate model network connectivity and develop a model representation of pumping stations, force mains, gravity mains and other controls. Service areas for each lift station and sewer basins for the model network will be delineated. These basins will represent an area of the collection system for which the flow can be assumed to be tributary to a single “load point” in the modeled sewer network. Stantec will load flows into the model based on the delineated sewersheds and the flows generated in other tasks. The pump station service area boundaries as well as the Town’s existing atlas map sub-basins will be evaluated and considered as possible basins for purposes of loading flow in the model. Model Calibration Model simulations will be compared with flow monitoring data and E.T. data provided by the Town. If flow monitors are not located throughout the entire Town service area and if significant wet weather events were not captured during the flow monitoring, calibration to dry weather flows will be used to refine dry weather unit flow factors, diurnal curves and infiltration rates. Calibration to wet weather flows will be used to refine RDII rates. The Town will provide flow and pumping data for all lift stations from its SCADA system. Stantec assumes that a flow monitoring program or additional field data collection may be required to calibrate the model. Stantec anticipates calibration of the hydraulic model using two 24-hour dry weather flow monitoring periods (one weekday and one weekend) from the data provided by the Town. Modeled flows for wet and dry weather conditions will be compared to those actually observed and recorded by the Town’s SCADA data.

Hydraulic Evaluation Stantec will evaluate pump draw down tests or SCADA derived pump flow information, manufacturer pump curves supplied by the Town, and E.T. data provided by the TOWN to estimate lift station performance. Stantec will confirm the evaluation results for identified problem areas that have experienced surcharge conditions, pump station overloads, and overflows with Town operations personnel. Stantec will develop representative wastewater diurnal profiles/hydrographs for up to 60 lift stations. Stantec will review five (5) years of repair records on gravity main failures and identify areas where historically structural problems have been identified such as areas with vitrified clay pipe (VCP) lines or where concrete pipe have been installed. Stantec will provide recommendations for possible repair options in these specific areas. The Town will provide gravity main repair records and failures in CCTV, CMMS (Hyperweb) data format. Stantec will evaluate options for pump size (i.e. horsepower) standardization. This evaluation will not include recommendations for lift station upgrades or detailed design. Stantec will prepare standard criteria for the Town’s use in future design and upgrade of lift stations. Stantec will review up to five (5) master lift stations and provide possible recommendations for redundancy under a risk failure event (e.g. pump(s) out of service, no backup power, and so forth.


Task 5.3 Inflow & Infiltration Analysis We understand that the Town has a goal to be a sustainable and resilient community, and its number one objective is to proactively maintain its infrastructure. The Town is looking to reduce excessive infiltration and inflow. Stantec has a dedicated wet-weather practice group who assist clients with inflow and infiltration issues. Our wet-weather practice expertise includes combined sewer overflows, inflow and infiltration, pipelines rehabilitation, and pumping stations evaluations and upgrades. Stantec managed the largest sewer rehabilitation program in the U.S., the Greater Houston Wastewater Program. This program included a number of specialized tasks focused on sewer system rehabilitation and maintenance, including a Sanitary Sewer Rehabilitation Demonstration Project, development of standard products criteria and post-construction evaluation of rehabilitation methods and materials. Stantec has significant experience in l&I Reduction. Our motto is "find and fix.” While l&I is present almost everywhere and Town staff likely has information on the perpetrators, we will review key data to prioritize pump station areas. Initial efforts will focus on inflow as generally inflow reduction is most cost effective, a long term plan will be developed to reduce infiltration and make the sewer system more resilient to sea level rise. Pump station operating data along with CCTV and inspection data where available can help the Town with pilot efforts to determine where to spend limited l&I budget to get the most flow reduction for each dollar. Stantec is familiar with coastal Florida Town's having performed l&I analyses and mitigation for various southeast Florida utilities. This experience will serve Davie well to minimize I&I and regain some hydraulic capacity. Task 5.4 Effluent Disposal Evaluation Stantec is a leader in injection well facilities design, which is the primary disposal method for wastewater effluent in South Florida. Our staff has provided design, permitting and construction services for over 35 deep injection wells throughout Florida. We have assisted our clients with the development of new systems, expansion of existing systems, and compliance with regulatory requirements from the State. The Town has recently put into operation two Class I Industrial injection wells. These wells are used for concentrate disposal from the water treatment plant. The Town sends all treated wastewater from System II to the City of Hollywood for ultimate disposal through a 50-year agreement negotiated in the 1980’s. Under this agreement, the Town pays energy costs associated with the effluent pump station to dispose Town’s effluent through an Ocean outfall. Town also shares the cost to improve infrastructure that City incurs pertinent to the effluent disposal. This agreement was updated in 1990 for the City to utilize up to 2.3 MGD of Town’s effluent for its reuse program.

The Ocean outfall legislation requires 60% reuse and would thus require the Town to reuse 60% of its effluent to the City. Stantec will assist the Town in review of the agreement and help facilitate meetings with FDEP to present Town’s position to obtain relief from reuse since they already provide reuse to the City. The Town is well positioned with effluent disposal since they have sufficient capacity from the newly constructed Class I Industrial injection wells and due to the newly constructed MBR facility which is expandable. Stantec will also assist the Town in determining a

phased reuse expansion approach on the other hand, further information on this evaluation is provided under the Reuse system approach.

Stantec conducted the Miami-Dade $1B Wastewater Capital Improvement Program to reduce I & I flows as required by federal and state regulations. Wet weather infiltration was reduced by 90% in volume.


Additionally, Stantec brings a team of skilled experts to assist the Town in exploring the feasibility of indirect reuse. Stantec pioneered the first pilot study in Broward County for indirect potable reuse and is proposing the project manager of this project to the Town for this Master Plan. Stantec also completed the Biscayne Bay Coastal Wetlands Recharge pilot project for Miami Dade Water and Sewer. Task 5.5 Biosolids Evaluation The Town has two wastewater treatment facilities, System II WWTP and System IV WWTP. System II WWTP has the ability to generate Class B standard biosolids. Class A biosolids infrastructure is viable for a larger size system, whereas utilities in Broward County have relatively smaller size wastewater plants to make it economically viable. Regional biosolids facility would be ideal in such instance, but currently there is lack of direction at County level. Stantec has skilled biosolids expert, Mr. Ayala-Lugo who has provided biosolids management services to over fifteen facilities within state of Florida. He has developed models for several utilities and plants and has also developed tools to determine hauling cost, equipment sizing and system requirements for residual production facilities. Our approach for biosolids would be to help the Town to bring system IV to Class B standard and review alternatives for biosolids management relevant to the Town based on the production capacity. Task 6 - Reclaimed Water System The Town has recently constructed a membrane bioreactor treatment facility. The Town has approximately 18 miles of reclaimed water piping for public access irrigation and industrial processes. The reclaimed water distribution system includes stubouts to large users. Our team will conduct evaluation of external issues that can affect the planning efforts of the Town’s reclaimed water system. Some of such issues are as follows:

• Economic and population growth that impacts reclaimed water used for no-potable uses • Current and future regulatory concerns – impacts of reclaimed water on surface waters. • Fit-for-Purpose reclaimed water – irrigation, indirect, direct reclamation. •

Since the Town has ability and capacity to treat wastewater to reclaim water standards, Stantec will assist the Town in review of following:

• Review duration of validity of existing water use permit for large users. If the potential large users have a individual SFWMD permit, a phasing plan to bring them on reclaimed water system can be determined. Potable water offsets can be applied for with SFWMD.

• Review if potential large users are on Town’s potable water system. If they are on the potable water system, Stantec will work assist the Town in developing an incentivized strategy to supply reclaimed water to these customers. The benefit to the Town would be for their system-wide potable water demand reduction.

• Explore supplying reclaimed for virtual tradeoff to nearby utilities. • Explore feasibility of direct or indirect reclaimed. •

Stantec will develop three alternatives and perform cost-benefit comparative evaluation of the three alternatives. Reclaimed water plan will be based on the recommended reclaimed water alternative. Stantec will develop the reclaimed water model at the Town’s request.

• Size capital projects for growth • Identify un-utilized capacity in existing facilities and undersized facilities (e.g., pumps, pipes, etc.) • Evaluate pump operation, off-site storage, and booster pumping requirements with revised pressure zone

boundaries and other operational improvements associated with the desired delivery pressures • Reclaimed water diurnal storage needs • Improved operating protocols (e.g, balancing the mix of customer uses to reduce peak demand on the system) • Flexibility and redundancy to improve operation and maintenance • System interconnections and looping, water quality, and maintaining continual flow of reclaimed water

Our designs have included every facet of biosolids planning, design, and construction including thickening, dewatering, solids handling, conveyance, and pumping, as well as anaerobic digestion and biogas recovery.


Hydraulic model simulations will be performed for all planning horizons based on phasing of projects and will be similar to

water system network simulations. Stantec will work with the Town to recommend a preferred reclaimed water alternative and phasing options for implementation of the recommended alternative to allow the system to grow in a controlled manner. This will allow revenue to flow from the system to help implement future phases. Task 7 - Capital Improvement Plan Our team will work closely with the Town to develop project prioritization and make certain that the capital improvements recommended for the Town’s utilities are justified, appropriately sized and phased correctly. It is essential to have accurate costs so projects are adequately funded in the capital improvements plan. For example, capital costs for a well may also need to include land, treatment facilities, and connecting pipelines. Stantec maintains a database of infrastructure costs based on local and national conditions, which we use to develop our master planning cost estimates. Our cost estimates include the direct costs that are associated with constructing physical infrastructure including such items as site development, materials, equipment, piping, electrical instrumentation and controls, installation, labor, and indirect costs such as sales tax, engineering, legal, and administration fees, and construction management. This approach provides the Town with appropriate funds to avoid the need to go back and get approval for additional funds after the CIP is approved. Stantec will outline Short-Term Improvements which should be operational in the next 5-10 years and Long-Term Improvements which should be operational in the next 10-20 years. Each project will be listed in priority order with an Opinion of Probable Construction Cost. For the Short-Term Improvements, Stantec will prepare a year-by-year schedule of anticipated CIP costs. For this task, Stantec will develop Feasibility Study Level Opinion of Probable Construction Cost. These Cost Opinions will be prepared to Class 5 Cost Estimate Levels based on the definition provided by the Association for the Advancement of Cost Engineering (AACE) International Recommended Practice No. 18R-97. In addition to the planning year, priority and cost, project drivers will also be listed to be able to associate with fund source in future. Project drivers such as expansion, regulatory or repair and replacement will be listed in association with all projects. Task 8 - Rate Study Stantec’s Financial Services practice has completed thousands of similar studies throughout the country for 250+ communities. Our approach is centered on our proven interactive decision support process that engages your staff, Council, and key stakeholders, and is integrated with the Master Plan. While our team will facilitate all aspects of the study, provide industry expertise, and give specific recommendations, we believe that input that the Town provides is essential to achieving successful outcomes. It is essential for the study to reflect the unique nature and specific needs of the Town, and it is vitally important that the Town and key stakeholders participate along the way. Our interactive process facilitates this input in an effective manner while providing transparency and a comprehensive look at the utility. The schematic below outlines the general flow of a typical rate study, followed by specific discussion of each task we will conduct based upon the scope of services outlined in the Town’s Request for Qualifications.

Task 8.1: Review Rate Methodologies, Prior Studies, and System Data To begin, we will review the methodology and underlying assumptions employed in prior studies and compare them to current conditions, existing data and fee structure. We will conduct an on-site work shop with Town staff in order to discuss key issues or concerns from prior studies, as well as key elements that you would like to retain going forward. We will gather all data needed to complete the study and discuss with Town staff to ensure full understanding of what we are working with prior to utilization in the study.


Task 8.2: Develop Multi-Year Financial Plan We will populate the Financial Planning module of our Financial Analysis and Management System (FAMS-XL) model to develop a long-term financial management plan for the Town, inclusive of projected annual revenue requirements and rate adjustments. Within the model, we will examine a five-year history of drinking water, reuse water and wastewater operations, rate class consumption, bill history, expense and revenue trends, financial results, capital requirements, and other financial policies that affect the revenue requirements of the utility. We will then analyze and project expected revenues, expenses and capital costs, based on data and discussions with Town staff, and the results of the Master Plan. This will include projections in 5-year, 10-year, 15-year and 20-year plans. We will determine the adequacy of rates and charges to fully recover the cost of providing service, including capital improvement funding analysis and compliance analysis. In addition to evaluating financial goals and objectives, we will also evaluate alternative demand projections (including those developed in the Master Plan), cost escalation factors, changes in usage patterns, elasticity of customer demand in response to rate increases, and other variables that could affect the financial performance of the utility. The models allow for separation of revenue streams meaning we can breakdown what portion of revenues come from existing customers and any incremental revenue that will be required from and generated by new customers. Similarly, the models allow for the distinction of revenue types by customer class that can be grouped into expansion and non-expansion categories. One item of particular importance in a utility’s financial plan is the projection of volumetric sales, especially as it relates to the possibility of adopting rate structure changes. Water consumption patterns are influenced by price signals, and this change in customer behavior can be enhanced by other non-price factors, such as rainfall and economic conditions. We will incorporate estimates of price elasticity and analyze estimates of the probable range of responses to different degrees of rate increases and rate structure changes. We will also evaluate historical rainfall patterns, and to the extent that the test year upon which our revenue projections are based reflects abnormal rainfall, we will “normalize” our projections based upon normal rainfall. Prudent planning requires that utilities prepare for reductions and changes in demand patterns, and such planning will be incorporated to achieve financial targets and maintenance of fund balances. The financial planning module provides a valuable capital planning tool which we will use to integrate and inform the capital improvement schedule resulting from the Master Plan, and to evaluate the impacts of alternative projects, costs, timing, and funding sources. For all scenarios reviewed, the financial planning module will develop a funding plan, using the capital funding optimization function of the model, to identify the amount, timing, and type of borrowing required as may be necessary. We will examine the utility’s use of debt versus cash financing for capital improvements and build a financing plan to support a proper balance of debt coverage and rate stabilization over the planning period. A key feature of the model is our ability to evaluate key metrics of financial performance. We are very familiar with the criteria that the rating agencies are currently using, such as new matrices and scorecards to evaluate financial performance. Closely related to this analysis is an examination of adequacy of reserves for operating and capital projects. Adequate reserves are fundamental to achieving financial stability, and can help avoid sudden or disruptive rate adjustments in the face of unanticipated operating or capital needs or changes in demand. We will examine the Town’s fund balances and incorporate these balances and alternative reserve policies into the financial planning model and the conversations we will have regarding financial sustainability. We have the ability to evaluate scenarios specific to our clients, such as the acquisition, expansion or disposal of service areas, including analysis of impacts to rates based on future expansion of services. We will work closely with your staff to review the financial and rate impacts of these scenarios, and incorporate them into the financial plan such that any rate impacts can be fully visualized, recognized and planned for accordingly.


An example of a control panel/interactive dashboard from our revenue sufficiency and financial planning module (that will be utilized in Task 3.1) used for the development of a ten-year financial plan for a water and wastewater system is presented on the following page. The green bars and panels represent the “last” scenario evaluated, which was “just-in-time” rates, resulting in varying increases throughout the forecast starting in FY 2018. The blue bars and panels represent the “active” scenario, which includes a level plan of annual rate increases starting in FY 2017. The graph shows that the financial consequences of the earlier “level” plan of rate increases in the “active” scenario are acceptable, and that the rate increases provide smaller, more predictable customer impacts.

At the conclusion of the study, we will provide you with the financial planning model at no additional cost. The model you will receive is a fully functioning Excel-based model that can be used by staff for future updates. We do require that you sign a usage and non-disclosure agreement for our model. Within the agreement, we typically identify the parameters for any future maintenance, updates, and support services that you may desire. Upon request, we can provide a sample agreement that we have used with our clients. We will prepare a customized user manual for the model as well as onsite training for staff to ensure future beneficial use of the model. For each tab of the model, the user manual presents the purpose and important features, describes how to update each tab, and identifies other tabs within the model that are dependent upon or linked to each tab. Task 8.3: Cost of Service Analysis To begin the cost of service portion of the study, we will compile and review all available system data in order to determine the best cost of service allocation approaches. Using our modeling tools, we will allocate the total cost of service and revenue requirements identified in Task 2 for the water and wastewater systems to functional components. The system’s cost of service and revenue requirements are functionalized to defined segments, which are then allocated to each class of customer based upon the characteristics or units of service (such as average day, max day, or peak hour demands) of each respective class of customer. We are likely to utilize the Base-Extra Capacity approach for water, and a system-function basis for wastewater, but as with all key decisions, our approach will reflect your unique conditions. An example of typical functions and customer classes for water and wastewater systems are presented below. System functions, units of service,

FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 20260.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% FY 2021 FY 20260.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 27.75% 63.28%0.00% 0.00% 6.47% 4.72% 8.37% 2.63% 6.76% 2.53% 10.75% 3.47% 6.13% 24.06% 65.11%

0.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% PS FY17 ► 95.0%0.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% OMV FY17 ► 100.0%0.00% 0.00% 6.47% 4.72% 8.37% 2.63% 6.76% 2.53% 10.75% 3.47% 6.13% OMF FY17 ► 100.0%

2.58 2.61 2.20 2.22 2.10 2.19 2.14 2.24 2.03 2.07 2.032.27 2.35 1.98 2.00 1.90 1.99 1.95 2.04 1.85 1.89 1.852.25 2.07 1.55 1.62 1.53 1.71 1.59 1.72 1.51 1.71 1.64

$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Critical Needs NO80% 80% 80% 80% 80% 80% 80% 80% 80% 80% 80% Water CF 4,41380% 80% 80% 80% 80% 80% 80% 80% 80% 80% 80%304 365 365 365 365 365 365 365 365 365 365 Sewer CF 5,341

Water (20 CCF) $71.85 $71.85 75.49 79.36 83.27 87.41 91.79 96.41 101.27 106.37 111.72 117.32Sewer (20 CCF) $88.55 $88.55 93.05 97.61 102.44 107.54 112.92 118.58 124.52 130.75 137.27 144.08

Average Monthly Bill $160.40 168.54 176.97 185.71 194.95 204.71 214.99 225.79 237.12 248.99 261.40

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and customer classes are unique to each community and would be determined for the Town based upon a review of its system/user data, but this image suggests the types of allocations commonly performed.

As indicated, we will identify the most appropriate industry-accepted cost of service allocation methodologies (as defined by the AWWA, WEF, and other industry sources) based upon available data, legal requirements, system configuration, service agreements, resources, customer usage characteristics, local practice, and public policy objectives. At the conclusion of the cost allocation analysis, we compare the resulting allocation of revenue requirements to the revenue generated by the current rates for each customer class. To the extent current revenue recovery levels are not in line with the cost of service allocations, we evaluate alternative levels of revenue recovery by class of customer within the rate structure analysis that would better comport with the identified cost of service allocations. The objective is establishing and demonstrating equity in cost recovery by class, which is fundamental to maintaining a resilient rate structure over the long term.

Task 8.4: Rate Structure Review and Design At this point, we will also perform an independent review of the current rate structures for each customer class and examine rate structure modifications using our rate design module. The rate structure will be evaluated to determine if there are opportunities to improve fiscal stability or to meet other public policy objectives relating to fixed cost recovery, conservation, and affordability, while ensuring a fair and equitable distribution of costs, and conformance to accepted industry practice, legal precedent, and bulk service agreements. We will also evaluate the specific distribution/assignment of costs to the fixed and variable components of the rate structure, and will make recommendations that are consistent with your cost recovery objectives and consider your reserve policies as well as revenue stability, conservation, and affordability objectives. Our interactive modeling process gives us the ability to facilitate your discussion and understanding of alternative conservation rate structures (including

Water Cost of Service Wastewater Cost of Service→ Source of Supply → Treatment & Disposal→ Treatment → Collection→ Transmission → Reclaimed Water→ Pumping → Chemical Oxygen Demand→ Metering → Suspended Solids

→ Single-Family Res. → Phosphorus→ Multi-Family Res. → Ammonia→ Commercial → Single-Family Res.→ I rrigation → Multi-Family Res.→ Wholesale → Commercial→ General Serv ice → Industrial

→ Wholesale→ Reclaimed WaterC

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conservation block or tier size changes), and facilitates the creation of a sound and workable solution that can be easily communicated to stakeholders.

The following example identifies the presentation of the impact of a new rate structure to a class of customers with ¾” meters in terms of the resulting dollar change in the bi-monthly bill. The chart can be used to determine the approximate percentage of customers affected by the rate structure alternative at different levels of usage.

Note that our presentation of customer bill impacts is based on our pattern of acquiring and analyzing an extensive database from our client's billing systems. We are careful to understand the way that billing systems actually store information and process meter reading data to calculate and generate bills. Our rate analysis is always conducted with an awareness of the limitations (or opportunities) of your billing system. This portion of the project provides the opportunity to evaluate impacts on low income customers. The question of rate affordability is receiving increasing attention in recent years as more and more utilities begin to approach full cost recovery through rates, and as the percentage of household budgets devoted to water and sewer expenses continues to rise. We won’t attempt to address affordability here, and we will look forward to discussing these issues with you. But for now, we will suggest:

• Rate structure should not be the only means by which utilities seek to address affordability concerns, • It is important to distinguish between EPA’s metrics and local, utility-level affordability questions

20.4% of bills will decrease by $6 - $25

24.5% of bills will increase by $1 - $9

48.3% of bills will decrease by $1 - $21



0 - 4 CCF 5 - 8 CCF 9 - 21 CCF 22 - 40 CCF > 40 CCF


• It is really important to put the issue into a rational and very specific context – leaving this issue unmanaged and undefined leads to unfocused and potentially destructive conversations among poorly informed interested parties, sometimes including well-meaning elected officials.

Task 8.5: Benchmarking Analysis During this task, we will perform a benchmarking analysis of the rates of local communities. We will provide detailed surveys comparing the rates, fees and rate structures of comparable water and wastewater utilities to the rates recommended during the study to ensure the recommended rates are aligned with the Town’s peers to the extent appropriate. This will include other utilities of comparable size in South Florida, similar to the survey presented below, completed recently for the City of Fort Lauderdale.

Moreover, we will also benchmark the financial performance (operational costs, capital improvement spending, debt levels, remaining asset life, etc.) of the utility of the Town to other utilities. Our team has developed one of the largest repositories of financial metrics for the US water sector—precisely to help utility managers be able to understand how they compare to other systems with real data instead of subjective assumptions. Our data set is completely unbiased with utilities selected randomly from throughout the US and reflects audited financial information. Our database grows every day, but currently includes 500 agencies, four years of reports, and 100 data points

Davie $106.97Wilton Manors $104.81Dania Beach $93.82

Parkland $92.68Oakland Park $89.34

Sunrise $85.80Hillsboro Beach $84.92

Hollywood $81.20North Lauderdale $79.55

Coconut Creek $74.14Miramar $68.05

Cooper City $67.34North Springs Improvement District $66.37

Tamarac $64.55Broward County $63.81

Lighthouse Point $63.81Coral Springs $61.82

Plantation $61.67Fort Lauderdale $60.09

Hallandale Beach $59.12Royal Utility $58.34

Margate $58.28Lauderhill $56.06

Deerfield Beach $52.78Pembroke Pines $52.06

Coral Springs Improvement District $50.02Pompano Beach $49.84

Combined Water & Sewer Bill Survey at 5,000 Gallons per Month


for every year of information reported, to a total of 200,000 data points that can be filtered and sorted so you can make it all relevant to you. We provide standard reporting outputs including dozens of typical financial ratios and a complete common-size set of financial statements. Every ratio and output is easily compared to industry averages. Customized reporting allows us to create custom league tables comparing key financial performance indicators for your utility to industry leaders and industry neighbors.

Task 8.6: Impact Fees & Miscellaneous Charges Our modeling system also includes a system development charges module that is used to calculate capital cost recovery fees (often referred to as capital contribution charges, impact fees or connection fees). The system development charges module is adjusted for each client to reflect the specific system configuration, available data (including that which will be available from the Master Plan), and local legal requirements. We will review all data relative to the system to determine the portion of the costs eligible for recovery from system development charges and the appropriate methodology to calculate the fees. We will then provide recommendations related to impact fees based on the analysis of the available data and financial impacts/benefits of such fees. We will provide a comparative fee survey of other localities in the region, and evaluate alternative levels of fees in the context of consistency with industry practice and the capital requirements of the system. Our modeling system also includes a miscellaneous service charge template that is used to calculate miscellaneous charges and fees. During this portion of the study, we will review the Town’s existing fees, including plan review fees, construction inspection fees, connection/tap fees and other service fees, and current utility operations, to determine if any additional fees or charges are appropriate based upon our knowledge of accepted industry practice. Specifically, we will interview staff relative to unit costs and staff time, provide a customized and partially populated template to staff, and instruct staff on how to use the template to finalize cost of service based fees for each service. Upon completion of staff’s calculations, we will review the template and provide recommended adjustments, and will also provide assistance with any necessary ordinance or resolution updates that may be required. This portion of the study will also include a detailed review of existing extra strength surcharges that will build upon the cost of service allocations from Task 3. Specifically, we will isolate the treatment portion of the wastewater expenses and allocate those costs to each of the respective treatment processes. The costs of each process will then be allocated between flow and each of the strength parameter, and ultimately aggregated to determine updated unit costs. It is important to analyze a utility’s extra strength surcharges periodically, but many systems have tended to leave these charges unchanged for extended periods. Changes in both the nature and volumes of industrial/wholesale demands or in treatment standards often necessitate revisions to these charges to preserve equity in cost recovery. We recently conducted an industrial wastewater surcharge analysis for the City of Plant City, Florida to update the cost allocation to each waste parameter to reflect recent treatment facility expansion and technology enhancements that improved the quality of treated wastewater effluent and changed the appropriate distribution of costs among users.


Task 8.7: Report, Presentations & Resolution/Ordinance Assistance Public support for rate design depends on whether or not the public perceives the utility as taking their interests to heart, and the rates as fair. We recognize that rates play an important role in supporting public engagement and support of the utility overall, and we know that presenting the results of rate work is not merely a “checkbox” exercise. Developing or enhancing public support requires openness and a high degree of clarity in all presentations and discussions at public hearings. Minor misunderstandings of the underlying rationale for a selected approach can cause disproportionate dissatisfaction with any proposed change in rates. We know that our support is not complete until the Town has been able to adopt and implement any rate or fee changes desired as a result of the project, so we communicate with that end in mind from beginning to end. We often engage governing boards and key stakeholders at the beginning of the project, and then again in the finalization of the process to provide these community leaders an advance understanding of the rates and make subsequent public discourse less confused. Higher and lower levels of involvement for elected officials can be appropriate in different circumstances, but staff involvement in the way we communicate study results is always critical. Throughout the conduct of the Study, our project team will work closely with Town staff to prepare for and present meetings at critical points during the study process. At the conclusion of the study, we will first prepare a draft report, provide to Town staff for comment, and then incorporate any edits into a final report. We will then present the results at various meetings determined by Town staff, including presentations to the Town Council at a regularly scheduled meeting as requested. We will prepare detailed written reports of the study that clearly document the methods, results and recommendations as well as assist in the preparation of ordinance/resolutions. We have worked in many locations and with utilities facing a wide variety of circumstances. Our industry experience helps us to help you to communicate the right level of detail in the right way to meet the Town’s objectives. In some cases, we have developed extensive outreach programs to address a wide variety of concerns, sometimes ranging beyond issues related to rates and charges. In other cases, very focused and brief communications provide the best approach. In every case, we will help you communicate the information most important for customers to understand:

• The Town keeps your water safe, allows employers to create jobs, and protects the environment. • The costs of necessary facilities and services are allocated fairly, reflecting use of the Town’s systems. • Rates and charges must recover the full costs of service to keep the systems functioning over the long term while

considering affordability and promoting conservation.


Current Workload Stantec is a financially strong company that continues to grow and expand in responsible ways to improve our service packages and benefit our clients. Stantec’s philosophy is to maintain a healthy backlog of work while carefully evaluating and pursuing new work. We pursue projects that correspond to our areas of expertise and we schedule staff accordingly to allow for success on each project.

Our SE Florida area personnel control short-term commitments through regular meetings where assignments are adjusted weekly. Long-term work commitments are addressed in monthly manager meetings and through our resource loaded Primavera P6 scheduling system. Our local Principal Project Manager, Sangeeta Dhulashia, PE, PMP will assign work tasks to ensure that personnel are available as planned to complete the work. The Town of Davie is a high priority client for Stantec and will receive all required staffing and resources necessary to complete the work ahead of schedule.

Stantec has the necessary, immediate, and sustaining capacity to accomplish all of the required work through the duration of this contract. Over the next several months, the workload for all team members will drop as work tasks are completed and projects are finished. Our SE Florida area estimated workload commitment exceeds 50% for the 12-month period (November 2017 – October 2018). By the time this project contract is expected to start, the current commitment for key team members is projected to taper off, allowing sufficient resources to readily complete the project tasks. This will allow us to bring the appropriate level of resources and experience to bear for the successful completion of this project

Our exceptional depth and strength of local staff resources enables us to offer the Town consolidated, Broward County based contract responsibility. Our organizational chart demonstrates our depth across the breath of the Town’s needs, however, additional resources from over 100 personnel in the SE Florida area are available to support our local team, if necessary. As a firm, the depth of our flexible staffing structure allows for additional personnel in each of the required disciplines to be added to the team in the event of an unexpected workload conflict. Therefore, every person on the organizational chart has multiple backup resources to handle unforeseen circumstances.

Daily Ability to Handle the Scope of Services Regular interaction with the Town will result in exceptional communication throughout all stages of the contract, and the Town can remain confident that they will have full awareness of all issues as we complete our work. Our close office proximity allows us to function as an extension of the Town’s staff in a collaborative and transparent manner, as demonstrated by our successful history working together on various projects. With an established history of good faith and collaboration, we will continue our partnership with the Town of Davie, and handle all scope items to meet the goals and objectives for this contract, delivering work tasks ahead of schedule and below budget.

Stantec is committed to providing the local resources required to accomplish the needs set forth by the Town.


Key Project Member Workload Availability At A GlanceEffective 11/1/2017

Team Member Key Project Member RoleKey Member

No.

Committed Workload

(%)

Availability for this

Project (%)

Sangeeta Dhulashia, PE Project Manager 1 45 55Hal Schmidt, PE Reuse Technical Lead 2 60 40Andrew Burnham Rate Services Technical Lead 3 55 45James Hale GIS Technical Lead 4 40 60Neil Johnson, PG Hydrogeologist 5 60 40Tim Rees Client Service Manager 6 55 45Brian Lamay, PE Water Technical Lead 7 30 70Jeovanni Ayala Lugo, PE Wastewater Technical Lead 8 40 60Nicholas Anderson, PE Modeling Technical Lead 9 45 55Kai Laukea, PE I & I Technical Lead 10 60 40Sussette Irizarry Climate Technical Lead 11 50 50Vincente Arrebola, PE QA/QC 12 55 45

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1 2 3 4 5 6 7 8 9 10 11 12

Committed Workload Availability for this Project

Key Member No.

Key Project Member Workload Availability At A Glance

Section 7

Schedule for Completion of Scope of Services

Sec

tion

7Sche

dule

for C

om

ple

tion

of Sco

pe

of Se

rvices

Activity ID Activity Name OriginalDuration

Town of DTown of Davie 426

GeneralGeneral 14

1.0 NTP 0

1.1 Conduct Kickoff Meeting, Establish Goals and Objectives 7

1.2 Perform Site Visits and Assessment of Existing Infrastructure 14

Existing Existing System 63

SummarizeSummarize Exisitng Water System 30Water SupWater Supply System 30Water TreaWater Treatment Plants 30Waster StoWaster Storage, Transmission and Distribution Infrastructure 14

SummarizeSummarize Exisitng Wastewater System 30WastewateWastewater Collection and Distribution system 14WastewateWastewater Treatment Plants 30Waster DisWaster Disposal System 30

SummarizeSummarize Existing Reuse System 30A1150 Process and Capacity overview 30

A1160 Waster Storage, Transmission and Distribution Infrastructure 30

IntroductioIntroduction Chapter 1 - Draft to Town 14

IntroductioIntroduction Chapter 1 - Final to Town 16

PopulatioPopulation 46

Current PoCurrent Population 7

Future SerFuture Service Area Definition(Water,WasteWater,Reuse) 0

ProjectionsProjections by Plan Horizon and Service (water, wastewater, reuse) 14

ComparisoComparison with Regulatory documents - LECWSP, CUP 3

PopulationPopulation Chapter 2 - Draft to Town 14

PopulationPopulation Chapter 2 - Final to Town 15

Drinking Drinking Water System 171

Water DemWater Demands 68Historic anHistoric and Current Water Demand Analysis (seasonal and peaks) 14ConservatConservation Efforts 14Future WaFuture Water Demand Forecast 14A1330 Per Capita Computations 14

A1340 Demand Projections 7

ComparisoComparison with Regulatory Documents 1Water DemWater Demands Chapter 3 - Draft to Town 14Water DemWater Demands Chapter 3 - Final to Town 15

Water TreaWater Treatment Plants 60Water TreaWater Treatment Plants 58A1430 Review Existing Performance and Efficiency of Major Process 37

A1440 Future Water Supply Need 21

A1450 Water Supply Source Development (Biscayne, Floridan) 7

A1480 Recommendations for Capacity Expansion 21

A1500 Capital Projects List (short term and long term) 7

A1510 Estimate of Capital and O&M Cost (short term and long term) 7

Water TreaWater Treatment Chapter 4 - Draft to Town 0Water StorWater Storage, Transmission and Distribution 157Water StorWater Storage Facilities 14Water PumWater Pumping Facilities (High Service) 14Water DistWater Distribution Pipelines 14Hydraulic MHydraulic Model 104A1570 Hydraulic Model Update 14

A1580 Model Calibration 30

A1590 Existing System Model Runs 30

A1600 Model Development for Future Scenarios 30

Water StorWater Storage, Transmission/Distribution Improvements 21A1630 Capital Projects List (short term and long term) 7


Water SystWater System Improvements Chapter 5 - Draft to Town 14

WastewaWastewater System 191

WastewateWastewater Flows 83WastewateWastewater Flows 41A1670 Historical Wastewater Flows 14

A1680 Wet and Dry Season Variations 14

A1690 Base and Infiltration/Inflow Qualitative Determination 10

A1700 Per Capita Computations 10

Flow ForecFlow Forecasts 21WastewateWastewater Demands Chapter 6 - Draft to Town 14WastewateWastewater Demands Chapter 6 - Final to Town 15

WastewateWastewater Collection/Transmission System 177WastewateWastewater Collection/Transmission System 120A1770 Develop Hydraulic Model 60

A1780 Model Validation 30

A1790 Existing System Model Runs 21

A1800 Model Evaluation for Future Scenarios 30

Existing SyExisting System Infiltration and Inflow Evaluation 44WastewateWastewater Collection/Distribution Improvements 42A1859 Wastewater Collection/Distribution Improvements 14



WastewateWastewater System Improvements Chapter 7- Draft to Town 14WastewateWastewater Treatment Plants 101WastewateWastewater Treatment Plants 86A1820 Review of Effluent Quality 37

A1940 Identify Treatment Plant Upgrade 7

A1950 Recommendations to Improve Performance and Efficiency 30

A1960 Recommendations for Repair and Replacement 21

A1970 Recommendations for Capacity Expansion 14

A1980 Effluent Disposal Option Evaluation 21

A2000 Biosolids Disposal Evaluation 30



WastewateWastewater Treatment Chapter 8 - Draft to Town 15

ReclaimeReclaimed Water System 199

ReclaimedReclaimed Water Demands and System 183A2080 Identify Existing and Potential Reuse Customers 30

A2090 Reuse Demand Development 21

A2100 Update Hydraulic Model 14

A2110 Perform Model Evaluation 45



WastewateWastewater Treatment Chapter 9 - Draft to Town 15

Capital ImCapital Improvement Program (CIP) 33

Water SysWater System Capital Improvement Costs(Near Term and Long Term) 7

WastewateWastewater System Capital Improvement Costs(Near Term and Long Term) 7

ReclaimedReclaimed Water System Capital Improvement Costs(Near Term and Long Term) 7

Final MasFinal Master Plan Report 61

A2260 Draft Report 30

A2280 Final Report 1

Rate StudRate Study 210

A2300 Review Rate Methodologies, Prior Studies and System Data 30

A2310 Develop Multi-Year Financial Plan 49

A2320 Cost of Service Analysis 49

A2330 Rate Structure Review and Design 49

A2340 Benchmarking 28

A2350 Impact Fees & Miscellaneous Fees 28

A2360 Report, Public Presentations and Resolution/Ordinance Assistance 70

Q4 Q1 Q2 Q3 Q4 Q12018 2019

NTP

Submit Draft to TownSubmit Final to Town



Submit Draft to Town

Submit Draft to Town


Submi Draft to Town

Submit Draft to Davie

11:30_27-Sep-17

Page 1 of 1Proposal Schedule

Town of Davie

Remaining Level of EffortRemaining WorkCritical Remaining Work

MilestoneSummary

Section 8

Client References

Sec

tion

8C

lient Re

fere

nces

Town of DavieRFQ No. B-17-161

4.0 TOWN REQUIRED FORMS

PROJECT VERIFICATION FORM

Firms shall have completed (3) three utilities master plans for client entities with a similar size and scope and provide evidence of same in accordance with Section 3.7.

1) Name of Client Entity: _______________________________________________

Address: __________________________________________________________

Project Title: ______________________________________________________

Contact: __________________________________________________________

Title: _____________________________________________________________

Email Address:_____________________________________________________

Telephone: ________________________________________________________

Scope of Work: _____________________________________________________

Contract Start/End Dates: _____________________________________________

Contract Amount: $__________________________________________________


Address: __________________________________________________________

Project Title: ______________________________________________________

Contact: __________________________________________________________

Title: _____________________________________________________________

Email Address:_____________________________________________________

Telephone: ________________________________________________________

Scope of Work: _____________________________________________________


Contract Amount: $__________________________________________________


Address: __________________________________________________________

Project Title: ______________________________________________________

Contact: __________________________________________________________

Title: _____________________________________________________________

Email Address:_____________________________________________________

Telephone: ________________________________________________________

Scope of Work: _____________________________________________________


Contract Amount: $__________________________________________________

36

1015 Cultural Park Boulevard, Cape CoralCity of Cape Coral Facilities Planning ReportJody SorrelsCivil Engineer [email protected](239) 242-3227Engineering & Master Planning ServicesMar. 2003/Jan. 2005

$236,000

777 Sawgrass Corporate Parkway, Sunrise, FL 33325City of Sunrise Water and Wastewater Master Plan

Tim Welch, PEUtilities [email protected](954) 888-6000Engineering & Master Planning ServicesFeb. 2007/Oct., 2008$1,474,749

1205 NE 5th Avenue, Pompano Beach, Florida 33060City of Pompano Beach Water System Master PlanRandy BrownUtilities [email protected](954)-545-7044Master Planning ServicesJuly 2014/Aug. 2015$58,299

4) Name of Client Entity: Pasco County Address: 19420 Central Blvd., Land O' Lakes, FL 34637 Project Title: Pasco County, Florida - Water and Wastewater Comprehensive Rate Study Services Contact: Mr. Flip Mellinger Title: Assistant County Administrator, Utilities Email Address: [email protected] Telephone: (727) 847-8145 Scope of Work: Water & Wastewater Rate Study Services Contract Start/End Dates: October 2016 to August 2017 Contract Amount: $103,060

5) Name of Client Entity: City of St. Petersburg, FL Address: 1650 Third Avenue North, St. Petersburg, FL 33713 Project Title: Water Resources Rate Study Contact: Lindsay Denzer Title: Business Services Manager Email Address: [email protected] Telephone: (727)-892-5596 Scope of Work: Rate Study Services Contract Start/End Dates: March 2017 to February 2018 (estimated completion) Contract Amount: $82,240 (Budgeted cost, currently on track to complete within budget)



Section 9

Required Forms and Attachments

Sec

tion

9Re

quire

d Fo

rms a

nd

Atta

chme

nts


37


NON-COLLUSIVE AFFIDAVIT

STATE OF ______________________ COUNTY OF______________________

___________________________________________ being first duly sworn deposes and says that:

BIDDER is the (Owner, Partner, Officer, Representative or Agent)

BIDDER is fully informed respecting the preparation and contents of the attached Bid and of all pertinent circumstances respecting such Bid;

Such Bid is genuine and is not a collusive or sham Bid;

Neither the said BIDDER nor any of its officers, partners, owners, agents, representative, employees or parties in interest, including this affidavit, have in any way colluded, con-spired, connived or agreed, directly or indirectly, with any other BIDDER, firm or person to submit a collusive or sham Bid in connection with the Contract for which the attached Bid has been submitted; or to refrain from bidding in connection with such Contract; or have in any manner, directly or indirectly, sought by agreement or collusion, or communications, or conference with any BIDDER, firm, or person to fix the price or prices in the attached Bid or any other BIDDER, or to fix any overhead, profit, or cost element of the Bid Price or the Bid Price of any other BIDDER, or to secure through any collusion conspiracy, connivance, or unlawful agreement any advantage against (Recipient), or any person interested in the proposed Contract;

The price of items quoted in the attached Bid are fair and proper and are not tainted by col-lusion, conspiracy, connivance, or unlawful agreement on the part of the BIDDER or any other of its agents, representatives, owners, employees or parties in interest, including this affidavit.

By _____________________________

Subscribed and sworn to before me this _____ day of _________________________, 20____.________________________________Notary Public (Signature) My Commission Expires: ____________

38

FloridaBroward

Timothy G. Rees

davit.

________________________________________________________________________________________________ _____ ____________________________________________________________________________________________________________________

bscribed and sworn to before me thisSubscribeb d annnnnd ddddddddddddddddddddddddddddddddddddddddddd sworn to before me200000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000________________________________________________________________.________________________________________________ __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ ___________________________________________________________________________________________________________________________________________________________________________________________ ______________________________________________NoNNNNNoNoNNNNNNNNNNNNNNNNoNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNN tatttttttatttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttt ry Public (Signature) MMMMyMyMyMyMyMMMyMMMMyMMMyMyMyMyMMyMyMMMyMMMMyMMMMyMMMMyMMMMMyMMMMMyMyMMMMMMMyMyMMyMMMMyMMMMyMMMMMyyMMMMMMyMMMyMyMyMMMyMyyyyMyMyMyyyMMMMyMyyyMMMyyyyMMMMyyyyMMMMyyyyyyyMMMMyMyyyyyMyMyMMMyyyyyyyyyMMyyyyyyyyyyMyMMMMMyyyMyyyyyMMMMMyyyyyyyyyyMMMMyyyyyyyyyyMMMMyMyyyyyyyyMMMyyyyyMMMMMyyyyyMMMMyyyyyyyyy Commission Expires: ________

29 September 17

11/27/2019


CONFIRMATION OF DRUG-FREE WORKPLACE

In order to have a drug-free workplace program, a business shall:

Publish a statement notifying employees that the unlawful manufacture, distribution, dis-pensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibi-tions.

Inform employees about the dangers of drug abuse in the workplace, the business’s policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and em-ployee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations.

Give each employee engaged in providing the commodities or Contractual services that are under Bid a copy of the statement specified in subsection (1).

In the statement specified in subsection (1), notify the employee that, as a condition of working on the commodities or Contractual services that are under bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contenders to, any violation of Chapter 893 or of any controlled sub-stance law of the United States or any State, for a violation occurring in the workplace no later than five (5) days after the conviction.

Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee’s community by, any employee who is so convicted.

Make a good faith effort to continue to maintain a drug-free workplace through implemen-tation of this section.

A signed copy of your Drug-Free Workplace Policy must be attached to this signed copy and submitted with the Bid Documents.

As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements.

___________________________________________ Proposers Signature

39

above requirements.

_______________________________________________ ______________________________________________________________________________________oposers Signatatatatatatatattttttatattatatattatatatatttattttatatattatatattattttttataattattaataattaaaaaataaaataaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa urrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrreeeeee eeeeeeeeeeeeeeeeeeeeeeeeee


EMPLOYEE BACKGROUND VERIFICATION AFFIDAVIT

I , Compan ,

Attest that all personnel used in the performance of this work have had a criminal back-ground check, and have no criminal offenses, a negative drug test result, and are legally documented to work in the United States.

The Town of Davie reserves the right to request copies of the criminal background checks and drug test results of the awarded firm(s).

Proposer’s Signature___________________________________

40

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________ _________________________ _______


Town of DavieVendor/Bidder Disclosure

I , being first duly sworn state that:The full legal name and business address of the person(s) or entity contracting with the Town of Davie (“Town”) are as follows (Post Office addresses are notacceptable):

Name of Individual, Firm, or Organization:

Address:

FEIN

State and date of incorporation

OWNERSHIP DISCLOSURE AFFIDAVIT

1. If the contract or business transaction is with a corporation, the full legalname and business address shall be provided for each officer and director andeach stockholder who directly or indirectly holds five percent (5%) or moreof the corporation’s stock. If the contract or business transaction is with atrust, the full name and address shall be provided for each trustee and eachbeneficiary. All such names and address are as follows (Post Office ad-dresses are not acceptable):

Full Legal Name Address Owner-ship

%

________________________________________________________________ %

________________________________________________________________ %

________________________________________________________________ %

41

800 Fairway Drive, Suite 195

Deerfield 4


2. The full legal names and business addresses of any other individual (otherthan subcontractors, suppliers, laborers, and lenders) who have, or will have, any legal, equitable, or beneficial interest in the contract or business transac-tion with the Town are as follows (Post Office addresses are not acceptable):

Full Legal Name Address

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

By:__________________________Date:__________________ Signature of Affiant

__________________________Print Name

SUBSCRIBED AND SWORN TO or affirmed before me this _______ day of ________________ 20__, by ______________________________, he/she is personally known to me or has presented ______________________________ as identification.

________________________________ Notary Public, State of Florida

at Large

_________________________________Print or Stamp of Notary

__________________________________Serial Number

My Commission Expires :_____________

42

Timothy G. Rees

September 29, 2017

N/A

y:_____________________________________________________________________________________________________________________________ __________________________________________________________________ ______________________________________________________Date:___ __________ Signature ofoffffffffffffffffffffffffffffffffffffffffffffffffffffffffffffffffffffffffffff AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAffiant

p_______________________________________________________ ,______

________________________ __________________________ ___ _______________________

rgegegegeegegegegegeeegegeeegegeeeeeegegeeeeeeeggeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee

29September 17 Timothy G. Rees

Grace Morales

#FF906310

11/27/2019


LOBBYING INTEREST

Respondents should refer to Sec. 2-57 of the attached form for complete definition of terms.

I, representing declare that I have read the attached form and that (check

one):

My company is not interested in lobbying either staff or elected officials on any subject associated with this Request for Qualifications (RFQ)

My company is interested in lobbying either staff or elected officials on mat-ters associated with this Request for Qualifications (RFQ). I understand that in order to lobby, I must fill out the attached form and submit it to the Town Clerk’s Office along with a regis-tration fee of $50.00.

Title of RFP:

Bidder Name:

Address:

Phone Number:

Fax Number:

e-mail Address:

Signature:

Print Name:

43

Timothy G. ReesStantec Consulting Services Inc.

X

Utilities Comprehensive Master Plan and Rate Study Services

Stantec Consulting Services Inc.


Deerfield Beach, FL 33441

(954) 481-2812

[email protected]

Timothy G. Rees

(954) 481-2818

@@


LOBBYING INTEREST

Respondents should refer to Sec. 2-57 of the attached form for complete definition of terms.

I, representing declare that I haveread the attached form and that (check one):

My company is not interested in lobbying either staff or elected officials on any subjectassociated with this Request For Proposal (RFP)

My company is interested in lobbying either staff or elected officials on mat-ters associated with this Request For Proposal (RFP). I understand that in order to lobby, I mustfill out the attached form and submit it to the Town Clerk's Office along with a registration fee of$50.00.

Email Address: ---------------Signature: -----------------

Print Name: ----------------

44

Utilities Comprehensive Master Plan and Rate Study Services



Deerfield Beach, FL 33441

[email protected]

Timothy G. Rees

(954) 481-2812

(954) 481-2818

Address:

:

Name:

[email protected]

TiTTTiTiiiTiiTiTiTiTiTiTiTTiTTiiiTiTiTiTiTTTTTiTiTiiTiTiTiTiiiiTiTTTTTTiTiiTTTTTTTiiTiiiTTTTTTTTTTTTTiiiiTTTTTTTTTiiTTTiiTTTTTTTTTTTTTTTTTTTTT mothy G Rees


---------------------

TOWN OF DAVIE LOBBYIST'S REGISTRATION STATEMENT AND OATH

Registration will be annual, from October 1st to September 30th, and shall be renewed for each year during which lobbying activities are to take place. Only one annual registration form is re-quired. If, however, any of the information required on the registration form is new or changed (for example, a new principal, as defined by Section 2-57 of Ordinance 2012-17, or a new specific subject of lobbying), the Lobbyist must then supplement or amend the registration before ad-ditional lobbying. (Ordinance 2012-17, Section 2-58(d))

LOBBYIST INFORMATION (Ordinance 2012-17, Section 2-58(a)(l))

Name _______________________________Address

{must be a physical address (e.g. not a Post Office Box) where the lobbyist resides or customarily does business)

City State Zip _____ Telephone _____________

Explain the nature and extent of any business, professional or familial relationship which the lobby-ist, or any member of the lobbyist's immediate family, has had with any Town official, or member of the immediate family of any Town official within the period of time commencing twenty-four (24) months prior to registration.

Explain the nature and extent of any involvement, activity or assistance, whether paid or vol-untary, by any lobbyist, or any member of the lobbyist's immediate family, with the current or the most recent campaign of any current elected Town official, or current candidate for Town Council. (2012-017, Section 2-58(a)(3))

45

N/A


LOBBYIST'S PRINCIPAL(S) INFORMATION (Ordinance 2012-17, Section 2-58(a)(4))

Name _________________________________________________________

Address _______________________________________________________________________ (must be a physical address (e.g. not a Post Office Box) where the principal resides or customarily does business)

City _________________StateZip ___________________Telephone______________________

Explain the general and specific matters upon which the lobbyist intends to lobby, if known at the time of registration. H not known at time of filing, the registration must be supplemented when the matter is determined. (Ordinance 2012-017,Section 2-58(a)(5))

I hereby acknowledge that I have received a copy of Ordinance 2012-17, concerning regis-tration of lobbyists and acknowledge that any violation of this Ordinance shall result in penal-ties as stated in said Ordinance. I further acknowledge that this form must be accompanied bypayment in the amount of $50 for each principal represented and by each lobbyist. (Ordinance 2012-17,Section 2-58(b))

I hereby attest and affirm under penalty of perjury, that the facts contained herein are true andcorrect. Further, I understand that I amrequired to notify the Town Clerk, in writing, of any changes to the information contained herein and that I am required to complete a lobbyist statement for each new principal or subject matter which occurs throughout the year.

Signature of Lobbyist

STATE OF FLORIDA )) SS:COUNTY OF )

Sworn to and subscribed before me this day of ----- 20_ bywho is personally known to me or who has produced

-----------as identification.

My Commission expires ______________

Name _____________________ Signature________________________

46

N/A


PROPOSAL SIGNATURE PAGE FOR SOLE PROPRIETOR OR PARTNERSHIP

The full names and residences of persons, partners or firms interested in the foregoing Proposal, as principals, are as follows:

______________________________________ ___________________________

______________________________________ ___________________________

______________________________________ ___________________________

______________________________________ ___________________________

______________________________________ ___________________________

PROPOSER

____________________________________ (FIRM NAME)

Witnesses:

(SEAL)

__________________________________________________________________SIGNATURE AND E-MAIL ADDRESS

__________________________________________________________________PRINT NAME

____________________________________Title (Sole Proprietor or Partner)

Post Office Address:____________________________________

____________________________________ TELEPHONE

CITY in which fictitious name is registered.

___________________________________Attach a copy of proof of registration

48

N/A


SOLICITATION, GIVING, AND ACCEPTANCE OF GIFTS POLICY

Florida Statute 112.313 prohibits the solicitation or acceptance of Gifts. - “No Public officer, employee of an agency, or candidate for nomination or election shall solicit or accept anything of value to the recipient, including a gift, loan, reward, promise of future employment, favor, or service, based upon any understanding that the vote, official action, or judgment of the public officer, employee, or candidate would be influenced thereby.”“... The term ‘public officer’ includes any person elected or appointed to hold office in any agency, including any person serving on an advisory body.”

The Town of Davie policy prohibits all public officers, elected or appointed, all employees, and their families fromaccepting any gifts of any value, either directly or indirectly, from any contractor, vendor, consultant, or business with whom the Town does business. Only advertising office stationery or supplies of small value are exempt from this policy - e.g. calendars, note pads, pencils.

The State of Florida definition of “gifts” includes the following:

Real property or its use,Tangible or intangible personal property, or its use,A preferential rate of terms on a debt, loan, goods, or services,Forgiveness of indebtedness,Transportation, lodging, or parking,Membership dues,Entrance fees, admission fees, or tickets to events, performances, or facilities,Plants, flowers or floral arrangements

Services provided by persons pursuant to a professional license or certificate. Other personal services for which a fee is normally charged by the person providing the services. Any other similar service or thing having an attributable value not already provided for in this section. To this list, the Town of Davie has added food, meals, beverages, and candy.

Any contractor, vendor, consultant, or business found to have given a gift to a public officer or employee, or his/her family,will be subject to dismissal or revocation of contract.

As the person authorized to sign the statement, I certify that this firm will comply fully with this policy.

__________________________________ _______________________________SIGNATURE PRINTED NAME

__________________________________ _______________________________NAME OF COMPANY TITLE

Failure to sign this page shall render your bid non-responsive

49

Timothy G. Rees

Stantec Consulting Services Inc. Principal, Client Services

_______________________________________________________________________________________________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ _____________ SISS GNANNNNNNNNNNNNNNNNNANNNNNNNNNNNNNNNNNNNN TUTUTUUUUUUUTUUTUTUUUUTUTUUTUUUUUTUUTUUTUTUTUUUUUUTUUUUUUTUUTUUTUTUUUTUUUUUTUUUTUUUUUUTUUUUUTUUTUTUTUUUUUUUTTUUUUTTTUUUUUTTUUUTTTTTUUUUTTTTTUTTTTTTTTTTTTTTTTT RRRRRRRRRERRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRR

Town of Davie RFQ B-17-161

51

SOURCE OF INFORMATION

How did you find out about this solicitation? Check all that applies.

1. www.davie-fl.gov

2. www.demandstar.com

3. The Sun Sentinel

5. Referral/word-of-mouth Specify Source: _____________________

6. Search Engine/Internet search

7. E-mail, newsgroup, online chat Specify Source: ______________________

8. Banner or Link on another website

9. Flyer, newsletter, direct mail Specify Source: ______________________

Other Specify Source: ______________________

Please note: This survey form is used for internal Procurement purposes only.

X


52

INDEMNIFICATION CLAUSE

The Contractor shall indemnify, defend and hold harmless the Town Council, the Town of Davie and their agents and employees from and against all claims, damages, losses and expenses (in-cluding attorney’s fees) arising out of or resulting from the contractor’s performance of the work, provided that any such claim, damage, loss or expense (1) is attributable to bodily injury, sickness, disease or death, or to injury to or damage on destruction of property including the loss of use resulting there from, and (2) is caused in whole or in part by any breach or default by Contractor or negligent act or omission of the Contractor, any Subcontractor, anyone directly or indirectly em-ployed by any of them or anyone for whose acts any of them may be liable, regardless or whether or not it is caused in part by a party indemnified hereunder.

_________________________ _______________________ ________________Proposer’s Name Signature Date

STATE OF FLORIDACOUNTY OF BROWARD

SWORN TO AND SUBSCRIBED before me, the under signed authority,

______________________________ who, after first being sworn by me, affixed his/her[name of individual signing]

signature in the space provided above on this _____day of _____________, 20______

________________________________________NOTARY PUBLIC

Timothy G. Rees September 29, 2017______________________________________________________________________________________________ ____________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ _____________________________________________________________ _______________________ __ Signatatatatatatataataatatataatatatatatatatataataattattaatttattattatatttttttttaatttttttttttttttttttttture

SeSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSS

_______________________________________________________________________________________________________________________________________________ ___________________

Timothy G. Rees

29 September 17


53

SWORN STATEMENT PURSUANT TO SECTION 287.133 (3) (a), FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES

THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICALAUTHORIZED TO ADMINISTER OATHS.

1. This sworn statement is submitted to the TOWN OF DAVIE, FLORIDA

By: ________________________________________________________ (print individual’s name and title)

For: ________________________________________________________(print name of entity submitting sworn statement)

whose business address is: _____________________________________

and (if applicable) its Federal Employer Identification Number (FEIN) is: ________________(If the entity has no FEIN, include the Social Security Number of the individual signing this sworn statement: _____ - _____ - ______).

2. I understand that a “public entity crime” as defined in Paragraph 287.133 (1)(g), Florida Stat-utes, means a violation of any state or federal law by a person with respect to and directlyrelated to the transaction of business with any public entity or with an agency or political sub-division of any other state or of the United States, including but not limited to, any bid or contractfor goods or services to be provided to any public entity or an agency or political subdivision ofany other state or of the United States and involving antitrust, fraud, theft, bribery, collusion,racketeering, conspiracy, or material misrepresentations.

3. I understand that “convicted” or “conviction” as defined in Paragraph 287.133 (1) (b), FloridaStatutes, means a finding of guilt or a conviction of a public entity crime, with or without anadjudication of guilt, in any federal or state trial court of record relating to charges brought byindictment or information after July 1, 1989, as a result of a jury verdict, non-jury trial, or entryof a plea of guilty or non contendere.

4. I understand that an “affiliate” as defined in Paragraph 287.133(1)(a), Florida Statutes, means:

1. A predecessor or successor of a person convicted of a public entity crime; or

2. An entity under the control of any natural person who is active in the management of theentity and who has been convicted of a public entity crime. The term “affiliate” includesthose officers’ directors, executives, partners, shareholders, employees, members, andagents who are active in the management of an affiliate. The ownership by one person ofshares constituting a controlling interest in another person, or a pooling of equipment orincome among persons when not for fair market value under an arm’s length agreement,shall be a prima facie case that one person controls another person. A person who know-ingly enters into a joint venture with a person who has been convicted of a public entitycrime in Florida during the preceding 36 months shall be considered an affiliate.

5. I understand that a “person” as defined in Paragraph 287.133(1) (e), Florida Statutes, meansany natural person or entity organized under the laws of any state or of the United States withlegal power to enter into a binding contract and which bids or applies to bid on contracts for theprovision of goods or services let by a public entity, or which otherwise transacts or applies totransact business with a public entity. The term “person” includes those officers, directors,executives, and partners. Shareholders, employees, members, and agents who are active in

Timothy G. Rees, Principal, Client Services


800 Fairway Drive, Suite 195, Deerfield Beach, FL 33441

11-2167170


54

management of an entity.

6. Based on information and belief, the statement, which I have marked below, is true in relationsto the entity submitting this sworn statement.

(Indicate which statement applies by CHECKING BOX BELOW).

Neither the entity submitting this sworn statement, nor any of its officers, directors, execu-tives, partners, shareholders, employees, members, or agents who are active in the man-agement of the entity, nor any affiliate of the entity has been charged with and convictedof a public entity crime subsequent to July 1, 1989.

The entity submitting this sworn statement, or one or more of its officers, directors, execu-tives, partners, shareholders, employees, members, or agents who are active in the man-agement of the entity, or an affiliate of the entity has been charged with and convicted of apublic entity crime subsequent to July 1, 1989.

The entity submitting this sworn statement, or one or more of its officers, directors, execu-tives, partners, shareholders, employees, members, or agents who are active in the man-agement of the entity, or an affiliate of the entity has been charged with and convicted of apublic entity crime subsequent to July 1, 1989. However, there has been a subsequentproceeding before a Hearing Officer of the State of Florida, Division of Administrative Hear-ings and the final Order entered by the Hearing Officer determined that it was not in thepublic interest to place the entity submitting this sworn statement on the convicted vendorlist (attach a copy of the final order).

I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 ABOVE IS FOR THAT PUBLIC EN-TITY ONLY AND THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM.

_________________________________________Signature

Sworn to and subscribed before me this _______ day ______________________, 20___

Personally known ________________________ __________________________________OR _______________________________________ Name of NotaryProduced identification _______________________ Notary Public – State of ______________

X

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ ___________________________________Signaturerrerererrrrrrrrrrrrrrrerrerererrrrerrrrrrrrrrrerrrerrrrrerrrrrrererererrrererereerrrreeerreeerreree

ay _________________ _______________________________________________, 20___

_______________________________________ ___________________________________ ______________ __________________________________________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _____________________________ Namaaaaamaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa e of Notary_ NoNoNoNNoNoNNNNNNNNNNoNNNNNNNNNNNNNNNNoNNNNNNNooNNNNNNoooNNNNNNNoNooooNNNNNNooooNNNNNNoooooootattttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttt ry Public – State of ___________

29 September 17

X

Florida


55

ANTI-KICKBACK AFFIDAVIT

STATE OF FLORIDA } } SS:

COUNTY OF }

I, the undersigned, hereby duly sworn, depose and say that no portion of the sum herein bid will be paid to any employees of the Town of Davie, its elected officials, and ______________________________ or its design consultants, as a commission, kickback, reward or gift, directly or indirectly by me or any member of my firm or by an officer of the corporation.

By:__________________________

Title:__________________________

Sworn and subscribed before this

_____ day of______________, 20___

__________________________________________Notary Public, State of Florida

__________________________________________(Printed Name)

My commission expires: ______________________

Broward

Timothy G. Rees


Principal, Client Services

BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBy

Tit

_____ daay of_____________________ __________, 20____

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ __________NoNNoNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNN taaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaryr Public, State of Florida

29 September 17

Grace Morales

11/27/2019


56

REQUIRED PROPOSER QUESTIONNAIRE

1. Today’s Date:

_______________________________

2. Name of Company Submitting Proposal:

_____________________________________________________________________________

3. How many years has your firm been in business under its present business name?: ________

4. Under what other former name(s) has your firm operated?: ____________________________

_____________________________________________________________________________

5. Have any similar agreements held by proposer for a similar project to the proposed project ever

been canceled? Circle one: Yes No If yes, please explain: ________________________

_____________________________________________________________________________

_____________________________________________________________________________

6. Has the proposer or any principals of the firm failed to qualify as a responsible proposer, refused

to enter into a contract after an award has been made, failed to complete a contract during the past

five (5) years, or been declared to be in default in any contract in the last five (5) years? Circle

one: Yes No

If yes, please explain: ___________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

7. Has the proposer or any principals of the firm ever been declared bankrupt or reorganized under

Chapter 11 or put into receivership? Circle one: Yes No

If yes, please explain and give date, court jurisdiction, action taken, and any other explanation

deemed necessary: _____________________________________________________________

_____________________________________________________________________________

8. Indicate registration, license numbers or certificate numbers for the businesses or professions,

which are the subject of this solicitation. Please attach certificate of competency and/or State reg-

istration. ______________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

9. State the name and title of the individual who will have personal management of the work: ___

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

September 29, 2017


63MWH Americas, Inc.;

Corzo Carballo Castella Thompson Salman (C3TS); Greenhorne & O'Mara

Florida Board of Professional Engineers No. 27013; Florida Board of Professional Surveyors & Mappers No. LB7866; Florida Board of Professional Geologists No. GB669

Florida Corporate Charter No. F01000005948;



57

10. State the name and address of attorney, if any, for the firm: __________________________

_____________________________________________________________________________

_____________________________________________________________________________

11. State the names and addresses of all businesses and/or individuals who own an interest of

more than five percent (5%) of the Proposer’s business and indicate the percentage owned of each

such business and/or individual: ___________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

12. State the names, addresses and the type of business of all firms that are partially or wholly

owned by Proposer: _____________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

13. Bank references:

BANK NAME ADDRESS (CITY, STATE, ZIP) PHONE NUMBER _____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

14. Firm has attached a current Certificate of Liability Insurance? Yes No15. Firm has attached a W-9 form? Yes No

16. Litigation/Judgements/Settlements/Debarments/Suspensions – Submit information on any

pending litigation and any judgements and settlements of court cases relative to providing the ser-

vices requested herein that have occurred within the last three (3) years. Also indicate if your firm

has been debarred or suspended from bidding or proposing on a procurement project by any gov-

ernment entity during the last five (5) years. __________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

17. Disclosure of Conflict of InterestVENDOR SHALL DISCLOSE BELOW, TO THE BEST OF HIS OR HER KNOWLEDGE, ANY TOWN OF DAVIE OFFICEROR EMPLOYEE, OR ANY RELATIVE OF ANY SUCH OFFICER OR EMPLOYEE AS DEFINED IN SECTION 112.3135,FLORIDA STATUTES, WHO IS AN OFFICER, PARTNER, DIRECTOR OR PROPRIETOR OF, OR HAS A MATERIAL IN-TEREST IN THE VENDOR’S BUSINESS OR ITS PARENT COMPANY, ANY SUBSIDIARY, OR AFFILIATED COMPANY,WHETHER SUCH TOWN OFFICIAL OR EMPLOYEE IS IN A POSITION TO INFLUENCE THIS PROCUREMENT OR NOT.

Name Relationship

_____________________________________________________________________________

_____________________________________________________________________________

____________________________________________FIRM NAME

David Archer, Corporate Counsel61 Commercial Street, Suite 100, Rochester, NY 14614-1009

Stantec Consulting Services Inc. is owned 100% by Mustang Holdings Inc.

Please see attached organization chart.

Bank of America Merrill Lynch, 200 Clayton Road, Building D, Concord, CA 94520Contact: Fred Ayala, Officer, Treasury F&S Advisor 800-715-1000 ext. 21040

Please see attached information.

N/A



58

____________________________________________SIGNATURE OF AUTHORIZED AGENT

____________________________________________NAME & TITLE, TYPED OR PRINTED

STATE OF ) ) SS

COUNTY OF )

The foregoing instrument was sworn to and subscribed before me this _____ day of ______________, 20___

by ___________________________________who is personally known to me or produced

________________________________ as identification.

__________________________________

NOTARY PUBLIC, State of ____________ Commission No.: ____________________

Print Name: ________________________ Commission Expires: _________________

SEAL

(if Corporation)


___________________________________________________________________________________________________________________ ___________________________________________________________ _________________________ _________________________________ _____________________SIGNATATAAAAAAAAAAAAAAATTTTAAAAATTURE OFOOFFFFFFFFFFFFFFF AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAUTUTUUUUUUUUUUUTUTUUUUUUUUUUUTUUTUUUUUUUUUTUUUUUUUUTUTUTUUUUUUUTUUUUUUUUUUUUUUUUUUUUTUUUTUUTUUUUTUTTUTTUTTUTUUTTUUUTUTUTTUTUTUTUTHORIZED AAAAAAGAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA ENT

Ti h G R P i i l Cli S

y _________________________

____________________________________________________ _________________________________________________________________________________

______________________________________ _______________________ ________________________________________ ________

NONNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNN TARY PUBLIC, State of _______

P i t N

SESESESESESSESESESESESESSESSESESESESESSSSESSSEESEESEESESEEEEEEEEESEESSEEEEEEEEEEEEESEESEEEEEEEEEEESESEEEESSEEEEESSEEEESSSSSSSSSSSSSSSSSSESSSESEALALALALALALALLALALAALALALAALALALLLALLLLALAAAAALLLLLAAAAAALAAAAAAAAAALLLLLLLLLLLLLLLLLALALAAAAAALAALALAALAAAAAAAAAAALALLLLALALALLALLALALALLLLLLLL

(((ii(ii(i(i(ii(iiiiiiii(iiii(ii(i((ii(i((ii(i((((((((((i(((i(i(((((((((((((((((((((((((( fffff fff ffffffffffffffffffff CoCoCCCoCoCoCoCoCoCoCoCoCoCoCoCoCoCoCoCoCCCCCoCoCCoCoCoCooCoCoCoCoCoCCoCoCoCCCoCoCoCCoCoCoCCCCCCCoCCCCooCoCCCoCCCCCoCoCCoCoCoCoCoCCoCoCoCoCoCoCCCoCooCoCoCooCCoCooCoCCoCoCoCooCoCoCooCoCCoCCoCooCooooCoCCCCoooCoooCCCCCoCoCooCoCoCCCCCCoooCoCCCoCooooooooCCCoCooCoCoCooooooCooooooCoCCoooooCCoooCCoooCoCoCooooCoooCCCoooooooCCCooorprprrprprrprprprprprprprrprrprprppprppppppprprrrrrprpprprprpprppprprprrrrrppppppppppprprprprrrrrrpppppprprrrrrrpprprrrrrrpprppprprrpprprrrrrrrrrrrrrrrrrrrrrrrrrrrrr oororororororoooorororororororrororoooororooroorooororrrrorororororooooroooroororororroooororrrrrrorororrrorororrrrrooooooooooorrrrrrrrooooooorooorrrrrorroorooooroorrrrrorooorooooorrorrroooorrooroorrrrororrooooooooorrorrroorratataaaatatatatatatatttttttttatatatatatatatttttaaattttttataaatatattatattataatattttaattatatatatatttatataataattataaattatataataatttttatatattttaaaataaataaaataaaaattatataaaaaaattaaaaaaataaaataattataatattaaaattttataaaaaatattaatataaaaaaattttaaaaaattataaaaatattaaaaaaaaatataaaaaatataaaaattaaaaattttttioioioioioioiooioioiooioioioioooioioioioioioiooioioiooioioioiioioiooioooioooioioioioiooioioioioiooiooiiiiooooiooooooioooooooooooooooiooiooooiooooioioiiioon)n)n)nnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn

Timothy G. Rees29

FloridaBroward

September 17

Florida #FF 906310Grace Morales 11/27/2019

Corporate Information Summary Page 1 of 2 Updated: Aug 2/17

Stantec Consulting Services Inc. Officers and Directors

DIRECTORS: Scott L. Murray Jeffrey P. Stone OFFICERS: President Robert J. Gomes Executive Vice President & COO Scott L. Murray Executive Vice President & CBO Valentino DiManno Executive Vice President W. Paul Allen Executive Vice President Leonard Castro Executive Vice President Carl Clayton Executive Vice President Marshall W. Davert Jr. Executive Vice President Steve M. Fleck Executive Vice President Gord Johnston Executive Vice President Michael A. Kennedy Executive Vice President Alan J. Krause Executive Vice President Blair M. Lavoie Executive Vice President Kirk M. Morrison Executive Vice President Eric Nielsen Executive Vice President Robert Seager Executive Vice President Stanis I.R. Smith Executive Vice President Russ Wlad Senior Vice President & CEO - Engineering Brian Larson Senior Vice President & CIO Chris McDonald Senior Vice President John Adams Senior Vice President Paul J.D. Alpern Senior Vice President Donald W. Armour, Jr. Senior Vice President Jamie Bagan Senior Vice President David G. Barnes Senior Vice President Donal J. Bassett Senior Vice President Clayton A. Bock Senior Vice President Patrick G. Corser Senior Vice President Paul J. DeKeyser Senior Vice President Benjamin Emerson Senior Vice President Mario Finis Senior Vice President Reno Fiorante Senior Vice President Anton Germishuizen Senior Vice President John J. Hanula Senior Vice President Fay (Skip) L. Holland Senior Vice President Isabelle Jodoin Senior Vice President Maurice Leger Senior Vice President Stuart E. Lerner Senior Vice President Jon Lessard Senior Vice President James E. Lindell Senior Vice President John P. Lortie Senior Vice President Lui Mancinelli Senior Vice President John S. Montgomery Senior Vice President Bjorn Morisbak Senior Vice President Janet L. Mulligan Senior Vice President Robert Mullins Senior Vice President James (Jim) R. Obermeyer Senior Vice President Dean Palumbo Senior Vice President Stephen W.K. Phillips Senior Vice President Ryan Roberts Senior Vice President Peter Salusbury

STANTEC CONSULTING SERVICES INC.

Corporate Information Summary Page 2 of 2 Updated: Aug 2/17

Senior Vice President Catherine Schefer Senior Vice President Chander K. Sehgal Senior Vice President Constantino Senon Senior Vice President William F. Shelley Senior Vice President Keith Shillington Senior Vice President Emree Siaroff Senior Vice President Robert A. Simm Senior Vice President Marjorie K. Simmons Senior Vice President David Smith Senior Vice President Donald L. Smith Senior Vice President Donald J. Spiegel Senior Vice President Scott Storlid Senior Vice President John Take Senior Vice President Glenn S. Tarbox Senior Vice President Robert A. Wood Vice President Frank Aceto Vice President Nick Bokaie Vice President Donald Del Nero Vice President David Irvine Vice President Troy Peoples Vice President Michael Reagan Vice President Alfonso Rodriguez Vice President Jeffrey P. Stone Vice President Mehmet B. Tin Vice President Chris Young Senior Principal Keith Morrow Principal Robert R. Cunningham Senior Associate Thomas Westerman Associate & CEO – Surveying Jerome Means Manager Robert J. Sands Right of Way Officer Linda Brown Right of Way Officer Geraldine V. Webb Corporate Counsel David Archer Corporate Counsel Donald Blackwell Corporate Counsel Hannah Bryce Corporate Counsel William A. Butler Corporate Counsel Mike Cavanaugh Corporate Counsel Thomas Curran Corporate Counsel William J. Edwards Corporate Counsel Victoria Hall-Sturt Corporate Counsel Cate Hite Corporate Counsel Marissa Johnson Corporate Counsel Katharine LaFrance Corporate Counsel Christy J. Leonard Corporate Counsel Josie Lewis Corporate Counsel Sarah Moist Corporate Counsel Amy Oygen Corporate Counsel Robert Ray Corporate Counsel Thomas Reichow Corporate Counsel Alica Ruddenklau Corporate Counsel Corey Sanchez Corporate Counsel Matthew Storey Corporate Counsel John Wood Secretary Christopher O. Heisler Assistant Secretary Jeffrey P. Stone Treasurer Daniel J. Lefaivre

Question 16. Litigation / Judgements / Settlements / Debarments / Suspensions – Submit information on any pending litigation and any judgements and settlements of court cases relative to providing the services requested herein that have occurred within the last three years. Also indicate if your firm has been debarred or suspended from bidding or proposing on a procurement project by any government entity during the last five years :

There are no unsatisfied judgments or arbitration awards outstanding against Stantec. Stantec does have some legal proceedings, lawsuits, or claims pending. These are a normal part of professional services industries. All have been reported to Stantec’s insurers who are in the process of adjusting/managing them. None will have a material effect on the financial position of the company or its ability to undertake this assignment. Perhaps of greater comfort to our clients is the fact that Stantec seeks to deal with client concerns and claims promptly and fairly through its Risk Management group. As a public company, Stantec has substantial assets and maintains a high professional liability insurance limit. Stantec’s claims history has resulted in relatively low insurance premiums when compared with firms of similar size and character.

Stantec has not been debarred or suspended from bidding or proposing on a procurement project by any government entity during the last five years.

US – OPERATING CORPORATE ENTITY STRUCTUREAS OF JUNE 30, 2017

STANTEC INC.(SI)

Canada

Mustang

AcquisitionHoldings Inc.

(MAHI)Delaware100% STII

StantecEnergy &

ResourcesInc.

Delaware100% MAHI

StantecConsulting

Michigan Inc.(SCMI)

Michigan100% MAHI

StantecConsulting

Services Inc.

(SCSI)New York

100% MAHI

StantecArchitecture

Inc.(SAI)

North Carolina*** Share

Ownership

VOA+BBADesign

Partnership, L.L.C.Louisiana50% SAI

50% Bradley-Blewster& Associates

VOA-EllerbeBecket, LLC

Florida50% SAI

50% Ellerbe Becket,Inc.

StantecEngineering(Puerto Rico)

P.S.C.Puerto Rico

*** ShareOwnership

StantecArchitecture and

EngineeringLLC

Pennsylvania100% SII

**** ManagementAgreement

StantecInternational Inc.

(SII)Pennsylvania

100% SAI**** Management

Agreement

StantecArchitecture and

EngineeringP.C.

Massachusetts*** Share

Ownership

StantecPlanning

and LandscapeArchitecture P.C.

Maine*** Share

Ownership

StantecPlanning

and LandscapeArchitecture P.C.

New York*** Share

Ownership

Operating entities are shaded.** See minute book for ownership of Non-Voting Shares.*** See minute book for ownership details.**** Has entered into a Management Agreement with SCSI.

StantecTechnology

International Inc.

(STII)Delaware

100% SI

Each of these entities has entered into a Management Agreement with SCSI

MWH Americas,a New York

Corporation(MWHANY)New York100% SCSI

Montgomery WatsonEngineers of

New York, P.C.

(MWENY)New York100% SCSI

Harza Associatesof New York PLLC

(HANY)New York100% SCSI

Baton RougeInspection

Coalition, L.L.C.Louisiana25% SCSI25% Forte

25% Prof Eng25% W.T.

HNTB-Stantec JointVenture, L.L.C.

Louisiana50% SCSI

50% HNTB Corp

Stantec-HNTB JointVenture, L.L.C.

Louisiana50% SCSI

50% HNTB Corp

StantecConnecticut Inc.

Connecticut33.2% SCSI

33.4% S. Murray33.4% B. Knepper**** Management

Agreement

FFEB JV,

L.L.C.Delaware30% SCSI

40% Fugro15% Eustis15% BCD

MontgomeryWatson (Bermuda)

Ltd.

(MWL)Bermuda

100% MAHI

MWH ConstructorsIsrael, Inc.

(MWHC ISRAEL)Delaware

100% MWHCI

MWH ConstructorsNevada, Inc.

(MWHC NV)Nevada

100% MWHCI

SlaydenConstructors, Inc.

(SLAYDEN)Oregon

100% MWHCI

MWH Constructors,Inc.

(MWHCI)Delaware

** 100% MAHI

Form W-9(Rev. December 2014)Department of the Treasury Internal Revenue Service

Request for Taxpayer Identification Number and Certification

Give Form to the

requester. Do not

send to the IRS.

Pri

nt

or

typ

e

See

Sp

ec

ific

In

str

uc

tio

ns o

n p

age

2.

1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.

2 Business name/disregarded entity name, if different from above

3 Check appropriate box for federal tax classification; check only one of the following seven boxes:

Individual/sole proprietor or single-member LLC

C Corporation S Corporation Partnership Trust/estate

Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=partnership)

Note. For a single-member LLC that is disregarded, do not check LLC; check the appropriate box in the line above for the tax classification of the single-member owner.

Other (see instructions)

4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3):Exempt payee code (if any)

Exemption from FATCA reporting

code (if any)(Applies to accounts maintained outside the U.S.)

5 Address (number, street, and apt. or suite no.)

6 City, state, and ZIP code

Requester’s name and address (optional)

7 List account number(s) here (optional)

Part I Taxpayer Identification Number (TIN)

Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN on page 3.

Note. If the account is in more than one name, see the instructions for line 1 and the chart on page 4 for guidelines on whose number to enter.

Social security number

– –

orEmployer identification number

–

Part II Certification

Under penalties of perjury, I certify that:

1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and

2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal RevenueService (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I amno longer subject to backup withholding; and

3. I am a U.S. citizen or other U.S. person (defined below); and

4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.

Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions on page 3.

Sign Here

Signature of

U.S. person Date

General InstructionsSection references are to the Internal Revenue Code unless otherwise noted.

Future developments. Information about developments affecting Form W-9 (such as legislation enacted after we release it) is at www.irs.gov/fw9.

Purpose of Form

An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following:

• Form 1099-INT (interest earned or paid)

• Form 1099-DIV (dividends, including those from stocks or mutual funds)

• Form 1099-MISC (various types of income, prizes, awards, or gross proceeds)

• Form 1099-B (stock or mutual fund sales and certain other transactions by brokers)

• Form 1099-S (proceeds from real estate transactions)

• Form 1099-K (merchant card and third party network transactions)

• Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition)

• Form 1099-C (canceled debt)

• Form 1099-A (acquisition or abandonment of secured property)

Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN.

If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding? on page 2.

By signing the filled-out form, you:

1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued),

2. Certify that you are not subject to backup withholding, or

3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the withholding tax on foreign partners' share of effectively connected income, and

4. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting, is correct. See What is FATCA reporting? on page 2 for further information.

Cat. No. 10231X Form W-9 (Rev. 12-2014)


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