APPENDIX A • SCOPE OF SERVICES

TABLE OF CONTENTS

ARTICLE AI • INTRODUCTION	1

A.	PROJECT DESCRIPTION	1

B.	LOCATION	1

C.	COORDINATION	1

D.	PHASES	1

E.	STANDARDS	1

F.	KEY PERSONNEL	1

ARTICLE A-II • PROJECT ADMINISTRATION	2

A.	PROJECT MANAGEMENT	2

B.	SCHEDULING	2

ARTICLE A-III • SERVICES TO BE PROVIDED	2

A.	GENERAL	2

B.	RESEARCH AND DATA GATHERING	3

C.	UTILITIES COORDINATION	3

D.	GEOTECHNICAL INVESTIGATION	7

T1	Utility Clearance/Encroachment Permit	7

T2	Field Exploration	7

T3	Laboratory Testing	7

T4	Analysis and Report Preparation	7

E.	FINAL ENGINEERING	8

T1	Roadway	8

T2	Drainage	9

T3	Signing and Striping	9

T4	Water Quality Management Plan and Water Pollution Control and Erosion Control Plans	9

T5	Quantities and Engineer’s Estimate	10

T6	Specifications	10

T7	Coordination with County Survey	10

T8	Right-of-Way Requirements	10

T9	Detour Plan	11

T10	Plan Drawings	11

F.	BID SUPPORT	11

G.	CONSTRUCTION SUPPORT	11

H.	SERVICES NOT INCLUDED	12

ARTICLE A-IV • PROJECT REPORTS AND MAPS	13

ARTICLE A-V • RIVERSIDE COUNTY TRANSPORTATION DEPARTMENT	13

ARTICLE AI • INTRODUCTION

A.	PROJECT DESCRIPTION

< Description >

B.	LOCATION

< written description or vicinity map>

C.	COORDINATION

ENGINEER shall coordinate with other involved agencies for compatible design and phasing of construction with existing conditions. Coordination may include, but will not necessarily be limited to the following:

•	< list of agencies proposed for coordination >

All meetings with other outside agencies will be scheduled by ENGINEER with approval of COUNTY.

D.	PHASES

The services performed by ENGINEER will be accomplished in four phases:

Phase I - Preliminary Engineering (completed)
Phase II – Final Design (Plans, Specifications & Estimates)
Phase III - Construction Bid Support
Phase IV - Construction Support

E.	STANDARDS

The preliminary engineering and final plans, specifications, and estimates shall be prepared in accordance with COUNTY's regulations, policies, procedures, manuals and standards and State Department of Transportation (CALTRANS) latest standards, where applicable. All Documents shall be prepared using Imperial standards and dimensions.

Plans and specifications shall be prepared in accordance with the current COUNTY Road Improvement Standards and County Policies and Guidelines for Submittal of Plans, Specifications and Estimates.

Roadway plans shall be prepared electronically on Microstation software. Special Provisions shall be prepared using Microsoft Word conforming to COUNTY format and content.

F.	KEY PERSONNEL

The ENGINEER has represented to the COUNTY that certain key personnel will perform the services and if one or more of such personnel should become unavailable, ENGINEER may substitute other personnel of at least equal competence only after prior written approval by the COUNTY PROJECT MANAGER has been secured. The key personnel for performance of this PROJECT are:

Project Manager
Project Engineer

ARTICLE A-II • PROJECT ADMINISTRATION

A.	PROJECT MANAGEMENT

The ENGINEERING PROJECT MANAGER will maintain ongoing liaison with the COUNTY PROJECT MANAGER and other affected agencies to promote effective coordination during the course of project development.

ENGINEER will hold a kickoff meeting with the COUNTY to confirm the project scope, establish the lines of communications, and establish a schedule for project coordination meetings and technical reviews. A kickoff meeting will address the startup activities to initiate the Final Engineering work tasks. Project Development Team meetings will be held as requested by COUNTY to review progress of the project development and any issues and concerns. Our proposal assumes eight (8) PDT meetings.

Additional coordination meetings with the COUNTY PROJECT MANAGER, environmental consultant, and other representatives from affected agencies will be held on an as-needed basis. For estimating purposes, we have assumed five (5) focus meetings. The ENGINEER shall prepare meeting agenda and minutes for each meeting and have these available for review within five (5) working days following the meeting.

B.	SCHEDULING

Within two (2) weeks from the Notice to Proceed (NTP), the ENGINEER will provide a detailed project schedule, which indicates milestones, major activities and deliverables, to the COUNTY for review and comments. This schedule will reflect assumed review times necessary by all of the agencies involved. Review of the schedule will occur and adjustments will be made, if necessary, due to change in circumstances.

ARTICLE A-III • SERVICES TO BE PROVIDED

A.	GENERAL

ENGINEER will provide professional and technical engineering services necessary to complete the preparation of construction plans, specifications, and estimate.

The proposed final engineering plans will be developed and submitted at 65%, 95%, and 100% design stages. The plans will be accompanied by an ENGINEER’s estimate of project costs and technical specifications. The major work elements of this proposal include:

Roadway Design

Grading and Drainage

Water Quality

Utility Coordination

Geotechnical Investigation

Right of Way Engineering

B.	RESEARCH AND DATA GATHERING

Existing topographic mapping, photos, maintenance reports, right-of-way maps, "as-built" plans, record maps and surveys, study reports, assessor maps, contract documents and any other pertinent data will be obtained and reviewed. Field reviews will be conducted by ENGINEER during the development of the project to visualize field conditions, determine conceptual improvement alternatives and to confirm the accuracy of any existing drawings and as-builts obtained.

C.	UTILITIES COORDINATION

The intent of the County of Riverside (COUNTY) is that the services of the ENGINEER shall be complete and “turn-key” with respects to all utility coordination matters, including complete coordination for the protection and relocation of existing facilities as described herein, as well as coordination, preparation of applications, and all other matters pertaining to the relocation and installation of water and electric services, except for those procedures that must be performed by COUNTY.

Consultant shall designate dedicated staff who shall be responsible for all coordination work related to utilities for Project, including but not limited to relocations of existing trunk and mainline facilities, installation of new trunk and mainline facilities, relocation of existing electric and water services, and installation of new electric and water services.

ENGINEER shall coordinate with utility owners and COUNTY utility coordination staff with respect to all utility related matters. ENGINEER shall provide copies of all correspondence with utility companies and other utility related information to the COUNTY. Correspondence, as described herein, shall be prepared by ENGINEER for either ENGINEER or COUNTY signature, as appropriate, and as directed by the County’s Project Manager.

ENGINEER shall coordinate with COUNTY staff to obtain record copies of utility maps from each utility owner within the project limits for existing and/or proposed utility facilities. ENGINEER shall include mapping and/or exhibits that clearly define the project limits as part of the requests for utility information.

ENGINEER shall Identify utility companies affected by the project and delineate utilities within the project’s sphere of influence on the plans. ENGINEER shall prepare preliminary plans, which shall include all existing utilities (above ground and below ground) identified by location, size, type, and owner, as appropriate. ENGINEER shall check horizontal and vertical clearances for utilities and coordinate design with the various utility companies to address conflicts. In addition to information provided by the owning utility companies and through research of other record maps, field surveys shall be used to locate utility features such as manholes, valves, fire hydrants, poles, risers, etc., which shall be reflected on the plans.

If it is necessary to pothole existing utilities at critical locations, ENGINEER shall coordinate with COUNTY staff to arrange with the respective utility owner to pothole its facility (at utility owner or COUNTY cost). ENGINEER shall coordinate the use of field survey crews to locate potholed utilities by coordinates and elevations based on the project’s survey controls.

Known utility conflicts shall be shown on the plans with construction notes indicating action to be taken and by whom. Inventory numbers of poles, vaults and other surface facilities shall be shown on the plans for those facilities that have such numbers attached to the facility and as provided on the owner’s inventory maps.

ENGINEER shall send preliminary design plans through COUNTY staff to owning utility companies within the project limits with requests for review and comments on the plans relevant to their respective facilities, and with requests for other project specific information.

ENGINEER shall monitor responses of utility notices received and make recommendations for mitigating conflicts. ENGINEER shall provide written responses to utility companies with regard to stated concerns and conduct design coordination meetings with utility companies as needed. Unresolved issues shall be brought to the attention of the COUNTY PROJECT MANAGER and County utility coordination staff as early as practical. Utility conflict issues shall be resolved prior to the completion of the final design plans as follows:

•	ENGINEER, through COUNTY staff, shall request and obtain a written acknowledgement of any conflicts from the respective utility owners.

•	Reasonable efforts shall be taken to accommodate utility company requests for minor design changes to accommodate their facilities. ENGINEER understands that the utility companies are generally operating within the COUNTY right-of-way, but may have prior rights to that of the COUNTY in some cases.

•	ENGINEER shall coordinate inclusion of special provisions in County’s bid documents for adjustments and relocations of utility facilities as alternate bid items, if requested by the owning utility. Said work may require that cooperative agreements be prepared by COUNTY between the County of Riverside and the owning utility companies. Engineer shall provide information and exhibits as required to support the preparation of cooperative agreements, if needed.

ENGINEER shall conduct utility coordination meetings, as needed, regarding adjustments and relocations, to resolve conflict issues, and with respect to performing work for utility companies by COUNTY contractors.

For utility conflicts that require relocating, COUNTY staff will submit the official notice / order to the utility companies to relocate conflicting facilities.

ENGINEER shall make recommendations for special provision language with regard to utility issues, recommendations for construction windows of time for utility relocation activities, recommendations for inclusion of utility bid items, etc.

If new water service will be needed, ENGINEER shall provide support as directed by COUNTY. Such support includes, but is not limited to, the following responsibilities:

•	Obtain approved water service point from the serving water company for each water meter to be installed, and identify requirements that the serving water company has for the provision of service. Coordinate with water company with respect to design issues associated with the provision of service. Coordinate with serving water company to fulfill serving water company requirements as appropriate, including preparation of all utility company forms and submission to County for execution. Advise COUNTY of requirements that are beyond the scope of the consultant (e.g.: execution of applications for service). However, Consultant is expected to provide turn-key service.

If new electrical service will be needed, ENGINEER shall provide support as directed by COUNTY. Such support includes, but is not limited to, the following responsibilities:

•	Obtain approved electrical service point from the serving electric company for each service equipment enclosure to be installed, and identify requirements that the serving electric company has for the provision of service. Coordinate with electric company with respect to design issues associated with the provision of service. Coordinate with serving electric company to fulfill serving electric company requirements as appropriate, including preparation of all utility company forms and submission to County for execution. Advise COUNTY of requirements that are beyond the scope of the consultant (e.g.: execution of applications for service). However, Consultant is expected to provide turn-key service.

•	Serving electric company shall be notified that Electrical Safety Orders clearance requirements must be met (10' radial clearance between 12kv overhead electrical facilities and signal poles and mast arms, and greater clearance for higher voltage electrical facilities). Show such clearance conflicts on the plans with construction notes.

•	Submit plans indicating proposed service connection locations to serving electric company for approval (service equipment enclosure, conduit runs, riser quadrant, pole number, and connections to vaults as appropriate).

•	Provide detailed load calculations to serving electric company, with a copy to the COUNTY, which provides calculations of the normal and maximum expected loads.

Potholing of both high and low risk utilities, including all utilities that could be in conflict with the improvements, shall be anticipated by the Consultant. The Consultant shall prepare potholing exhibits as needed to adequately locate underground utilities, shall enter into a contract with a licensed contractor for the potholing of utilities, and shall ensure that appropriate permits are obtained from all appropriate jurisdictions prior to the start of work.

The contract between the Consultant and the potholing contractor shall require that the Contractor’s insurance policies name the Consultant, the County of Riverside, and any other affected jurisdictions as additionally insured with respect to the contractor’s general liability, excess liability and automobile liability policy. The contractor shall meet the insurance requirements, as set forth elsewhere in this agreement, except that the contractor will not be required to provide professional liability coverage. Review and approval of the Contractor’s insurance certificate and endorsements by the County's representative shall be obtained prior to the start of potholing work.

The Consultant shall evaluate the potholing data, and shall include the information on the utility plans in table format, with numbered or letter references to the location of the location of the potholes. The Consultant shall determine whether or not the facilities are in conflict, and the limits of the conflict, both of which shall be shown on the utility plans with construction notes.

ENGINEER shall assist with the resolution of utility related issues that may arise during the bidding process and during construction, including design modifications as needed and as approved by the COUNTY PROJECT MANAGER.

D.	GEOTECHNICAL INVESTIGATION

The geotechnical study will evaluate the subsurface conditions in the areas of proposed roadway improvements, and provide recommendations for pavement section design and construction of the project from a geotechnical standpoint. The scope will include a field exploration study, laboratory testing, and preparation of a Preliminary Geotechnical Report. Tasks to perform these services include:

T1	Utility Clearance/Encroachment Permit

Prior to the field exploration, the GEOTECHNICAL ENGINEER will perform a site reconnaissance of the project alignment and mark proposed boring locations in the field. Following marking of the boring locations, GEOTECHNICAL ENGINEER will contact Underground Service Alert (USA) to identify potential conflicts between the planned exploration locations and existing underground utilities. GEOTECHNICAL ENGINEER will secure any required encroachment permits from the County of Riverside.

T2	Field Exploration

GEOTECHNICAL ENGINEER will drill and sample four hollow-stem auger borings along the roadway alignment to a maximum depth of 20 feet below existing ground surface, or practical refusal, whichever occurs first. The borings will be drilled with a truck-mounted drill rig. The number of blows necessary to drive either a Standard Penetration Test (SPT) sampler or a California-type drive sampler will be recorded. A GEOTECHNICAL ENGINEER or Geologist will maintain a log of the materials encountered in the borings, and obtain samples for visual examination, classification and laboratory testing. Upon completion, the borings will be backfilled with soil from the excavations and cold-mix asphalt patch will be used to restore paved areas as necessary. The work scope assumes that access to drilling locations can be obtained with a standard truck mounted rig, or readily available limited-access drilling equipment.

T3	Laboratory Testing

Laboratory testing will be performed on selected samples obtained during field exploration to assess the physical characteristics of the subsurface materials. The testing will include moisture/density, sieve analysis, maximum density test, corrosivity tests, collapse potential, expansion potential, direct shear test, and R-value test.

T4	Analysis and Report Preparation

The report for the project will include the data obtained during field exploration and laboratory testing, as well as conclusions and recommendations pertaining to the following:

Project description including proposed improvements, climatic conditions, terrain and surface drainage, and land use,

Discussion of the geotechnical setting including regional geology, subsurface soil and groundwater conditions,

Recommendations for the placement of fill soils during roadway construction,

Summary of the pavement and aggregate base, if present, thickness measured in our borings,

Recommendations for pavement structural design for new pavement sections based on traffic indices to be provided by the COUNTY.

Recommendations for design of retaining walls, including lateral earth pressures, sliding friction, and allowable toe bearing pressure.

The findings, conclusions and recommendations will be presented in a typewritten report along with logs of the borings and laboratory test results.

E.	FINAL ENGINEERING

T1	Roadway

Roadway improvement plans and profiles will be prepared for the realignment of Gilman Springs Road within the project limits based on the selected alternative from the preliminary engineering phase of the project. Gilman Springs Road will be realigned to be consistent with the design speed of the road at either end of the project limits. The roadway will maintain the two-lane rural highway configuration with paved shoulders. The roadway improvement plans will also include roadway improvements at the Soboba Road intersection necessary for installing traffic signals at the intersection. Plans will also include pavement rehabilitation for the portion of roadway that will not be realigned.

The improvement plans will show the centerline plan and profile including superelevation diagrams where necessary. The layout data will include geometric alignment data for all points of tangents and curvature. The centerline alignment will use the surveyed centerline mapping as provided by the COUNTY’s survey department. The plans will be prepared to 1”=40’ scale.

The roadway plans will be prepared using the COUNTY standard title block sheets and drawing format. The drawings will include construction notes, typical sections, pavement sections, removals and demolition as required, and construction details.

The roadway plans will include utility data and identify any relocations, adjustments, or protection of utility facilities.

T2	Drainage

The existing drainage culvert and facilities will be evaluated as to whether they are consistent with the realigned roadway and may be kept in place. If they are found to be in conflict with the realigned roadway, then the existing facilities in conflict will be identified for removal.

If the existing drainage facilities can remain, then an evaluation of the physical condition of the facilities will be made to determine if it is sufficiently sound or if it needs to be replaced. The hydraulic capacity will be evaluated against the anticipated hydrologic 100-yr flows. The evaluation of the physical condition and the hydraulic performance of the existing drainage facilities will be done in conjunction with COUNTY’s maintenance department to determine if there are any longstanding problems that would warrant replacement.

A drainage analysis will be performed for the new drainage facilities and roadside drainage. The new drainage systems and conveyance facilities and site regrading will be designed for the new realigned road. Drainage facilities will be designed to meet the COUNTY’s drainage standards. A drainage report will be prepared summarizing the calculations and findings.

T3	Signing and Striping

ENGINEER will field check and prepare existing signs inventory along Gilman Springs Road within the project area and the roads approaching the project limits. Existing signs and striping will be modified as required for the proposed Gilman Springs Road roadway improvements. ENGINEER will prepare traffic signs and striping plans in accordance with the California Manual on Uniform Traffic Control Devices (CAMUTCD). The plans will be prepared in conformance with the County requirements.

T4	Water Quality Management Plan and Water Pollution Control and Erosion Control Plans

ENGINEER will prepare a Water Quality Management Plan (WQMP) using the RCFC&WCD WQMP template approved October 2012 using the Transportation Project Guidance. The site will be evaluated for suitable and feasible BMP’s consistent with COUNTY policies for maintenance and operation of permanent BMP’s.

The project is tributary to the San Jacinto River which flows to Canyon Lake which is a 303(d) listed waterbody. The improvement plans will include plans for Water Pollution Control and Erosion Control to identify the minimum level construction BMP’s to be implemented during construction by the construction contractor. The plans may include measures including silt fences, fiber rolls, sediment traps, stabilized construction entrance/exit, and materials pollution control.

T5	Quantities and Engineer’s Estimate

ENGINEER will prepare an estimate of quantities based on the proposed improvement shown on the plans. The list of quantities will be prepared in a Microsoft Excel format spreadsheet and shall list the item number per the Caltrans BEES and COUNTY item numbers, as applicable. Unit costs for the Engineer’s Estimate will be based on recent County bid tabulations, Caltrans Cost Data, and other sources to accurately represent a probable bid cost for the project.

T6	Specifications

ENGINEER shall submit the preliminary Engineer’s Estimate at the 95% submittal stage to the COUNTY. COUNTY will prepare a boilerplate set of specifications for ENGINEER’s review and markup. The specifications are based on the Caltrans 2010 Specifications and the County Standard Provisions. ENGINEER shall submit marked up technical specifications to the COUNTY for final processing and compiling with the construction bid documents.

T7	Coordination with County Survey

The control surveys and topographic surveys are anticipated to be performed by the COUNTY survey department. COUNTY shall submit all survey data to ENGINEER including CADD files, alignment data, benchmarks, monuments, and basis of bearings. ENGINEER shall download survey data and review the data for any additional survey data needed. ENGINEER shall submit written request for any additional survey data required to the COUNTY PROJECT MANAGER.

ENGINEER will use the COUNTY’s survey data under the assumption that the survey data is correct. Should there be errors in the survey data that require recalculation of alignment data and revision of the plans, additional costs of such efforts shall be considered as out of scope and shall be reimbursed as a contract change order.

T8	Right-of-Way Requirements

Upon calculation of the alignment for the realigned roadway, ENGINEER shall prepare a right-of-way requirements map showing the final proposed right-of-way with centerline survey alignment data and right-of-way limits. The right-of-way requirements map and alignment data will be submitted to COUNTY survey department for preparation of legal descriptions and plats necessary for establishment of the new right-of-way for Gilman Springs Road within the project limits.

Right-of-way requirements maps will also identify the parcels needed for rights-of-entry and easements. The map will be utilized by the COUNTY Surveyor and Right-of-way Agent to prepare the documents necessary to obtain the right-of-way, rights-of-entry and easements.

T9	Detour Plan

A detour plan is assumed in the scope and fee for the closure of Gilman Springs Road for construction of the project. Prior to the preparation of the detour plan, the COUNTY will make a final determination of whether closure is necessary and if detour plans will be needed.

T10	Plan Drawings

The following sheets are estimated to be in the plans set:

Sheet Name	Sheet Count
Title Sheet, Index of Drawings, Notes	1
Typical Sections	2
Plan and Profile Sheets	3
Construction Details	3
Drainage and Grading	3
Signing and Striping	2
Detour Plan	1
Pollution and Erosion Control	2
Total Sheets	17

F.	BID SUPPORT

Bidding procedures will be the responsibility of COUNTY. While the PROJECT is being advertised for bids, all questions concerning the intent shall be referred to COUNTY for resolution. In the event that the items requiring interpretation in the drawings or specifications are discovered during the bidding period, said items shall be analyzed by the ENGINEER for decision by COUNTY as to the proper procedure required. Corrective action taken will either be in the form of an addendum prepared by the ENGINEER and issued by COUNTY or by covering change order after the award of the construction contract.

G.	CONSTRUCTION SUPPORT

Upon award of the construction contract, ENGINEER will proceed with the Construction Support Phase services required by this contract.

During construction, the ENGINEER shall furnish all necessary additional drawings for correcting and change orders required by errors and omissions of ENGINEER. Such drawings will be requested in writing from the ENGINEER by COUNTY and shall be at no additional cost to the COUNTY. The original tracing(s) of the drawings and contract wording for change orders shall be submitted to the COUNTY for duplication and distribution.

Drawings and change orders required due to actions of the COUNTY, which are beyond the scope of the ENGINEER’s responsibilities, shall be considered extra services.

ENGINEER shall be available to visit to the jobsite for on-site review of construction and other visits to the jobsite as requested by the COUNTY to resolve any discrepancies in the contract documents. ENGINEER shall bring to the attention of the COUNTYs Resident Engineer any defects or deficiencies in the work by the construction contractor, which the ENGINEER may observe. ENGINEER shall have no authority to issue instructions on behalf of the COUNTY or to deputize another to do so. All agreements shall be between the COUNTY and its construction contractor. These provisions shall not be construed as making the ENGINEER responsible for failure of the construction contractor to carry out the work in accordance with the contract documents nor the construction means or methods or techniques, sequences, procedures or safety programs in connection with the work.

ENGINEER shall prepare and deliver to the COUNTY the “As-Built” plans within two months of completion of structure construction.

H.	SERVICES NOT INCLUDED

1.	Environmental document

No environmental studies or documents are included in this scope of work. It is anticipated that any environment services required for this project are performed and prepared by others. Engineer will provide information and data to the environmental consultant as needed.

2.	Permitting

Permits necessary from resource agencies and regulatory agencies are not included in this scope of work. Engineer will provide information and data to the environmental consultant as needed.

3.	Right-of-way and topographic surveys

All right-of-way and topographic surveys are to be provided by county surveyor.

4.	Right-of-way acquisition

Engineer’s right-of-way services are limited to preparing and providing right-of-way requirement maps to County Surveyor. Other right-of-way services, including appraisals and negotiations for right-of-way, are not included in this scope of work.

5.	Construction staging, traffic handling, and detours

Engineer’s services for construction staging, traffic handling, and detours shall be limited to preparation of schematic construction staging, traffic handling, and detours during the preliminary engineering phase of the project to demonstrate the feasibility and constructability of the alternatives.

Maintaining traffic, including traffic handling and detours, are typically the responsibility of the contractor per county construction specifications. Preparation of final engineering PS&E’s will not include construction staging, traffic handling, and detour plans, unless it is determined by the county that it is feasible to close gilman springs road during construction, in which case detour plans will be prepared per article a-iii, d-9.

ARTICLE A-IV • PROJECT REPORTS AND MAPS

Provide eight sets of the final plans and specifications. Provide electronic version of the plans and specifications and engineer's estimate on a CD. The plans shall be in pdf and MicroStation format, the specifications in Microsoft Word format, and the engineer's estimate in Microsoft Excel format.

ARTICLE A-V • RIVERSIDE COUNTY TRANSPORTATION DEPARTMENT

FURNISHED MATERIALS / ELEMENTS OF WORK

The COUNTY will be responsible for the following:

Topographic survey and mapping

Street/highway typical sections, including standard right of way width requirements.

Plans, studies and other documents that are readily available to the COUNTY regarding proposed developments along the project area that are in planning and development process