Module 6 - Phase V & VI Site Assessments (ENVI 3138) PDF
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California Baptist University / Christian Brothers University
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This presentation details various phases of environmental site assessments, including Phase I (initial review), Phase II (field work), Phase III (fine tuning), and Phase IV (remedial action plan). It also covers implementation (Phase V), closure (Phase VI) and associated documents like RFPs and RFQs. The document also provides an overview of construction documents, bidding documents, contract specifications, general conditions, and technical specifications, including drawing requirements.
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ENVI 3138 MODULE 6 Phase V & VI Site Assessments 1 RECAP!! Phase I Environmental Site Assessments Review of existing information typically consisting of: Records review – multiple sources Aerial photography Sit...
ENVI 3138 MODULE 6 Phase V & VI Site Assessments 1 RECAP!! Phase I Environmental Site Assessments Review of existing information typically consisting of: Records review – multiple sources Aerial photography Site visit Interviews Reporting Phase 1 outcome?? Is it likely or not that I have a DESKTOP EXERCISE!! problem at my site? 2 RECAP!! Phase II Environmental Site Assessments Field Work Involves characterization of a site for the physical aspects and the potentially contaminated site media by most likely contaminants. Phase II involves sampling of site media Determines pathways and receptors A good assessment can outline what is where and at what levels Phase II outcome?? Location, concentration, phase and types What contaminants do I likely have a problem with at my site? 3 RECAP!! Phase III Environmental Site Assessments Fine Tuning Phase Detailed Assessment to characterize the site All contaminants known and there spatial relationships are outlined Pathways and receptors are fully outlined Inputs for remediation and risk assessment Phase III outcome?? All inputs available for determination of remedial plan Go out to know more if required 4 RECAP!! Phase IV Environmental Site Assessments RAP “Remedial Action Plan” Remediation defined: process of bringing site media to levels acceptable to the regulatory framework in place for that site at that time Remedial design phase where options are identified, evaluated, best option put forward using selection criteria, matrices, etc. Considerations often include implementability, climate, cost, time frame Phase IV or V or VI outcome?? Job is finished, site is clean to the present standards The term Phase IV outdated 5 Phase V - Implementation Implementation Involves plans, specifications, health and safety, etc. The term Phase V outdated 6 Phase VI – Closure and Signoff ▪ Project Closure ▪ Sign Off Engineer’s Stamp Client signatures Etc. The term Phase VI outdated 7 WE ARE NOW GOING TO CONSTRUCTION 8 Types of Documents REQUEST FOR PROPOSAL As per A Guide to the Project Management Body of Knowledge, a Request For Proposal is a type of procurement document used to request proposals from prospective sellers of products or services. In some application areas, it may have a narrower or more specific meaning. 9 Types of Documents REQUEST FOR QUOTATION As per A Guide to the Project Management Body of Knowledge, a Request For Quotation is a type of procurement document used to request price quotations from prospective sellers of common or standard products or services. Sometimes used in place of Request For Proposal and in some application areas, it may have a narrower or more specific meaning. 10 Construction Documents Simply…..they are proposals to undertake or manage the undertaking of a construction project. 11 BIDDING DOCUMENTS Where are Bidding ❑ Various sources Newspapers Documents posted? Social Media Websites – Main Sources! Nova Scotia Tender Notices Where do you post MERX – Canadian Public Tenders Construction Association of Nova Bidding Documents? Scotia 12 Contract Specifications National Master Specification (NMS) A comprehensive text base, containing descriptions of every procedure, product or method likely to be encountered. This collection of specifications can be used in developing a project specification by editing contents to suit the requirements of a project. Developed by Public Services and Procurement Canada within the National Master Specification Secretariat (NMSS). Consults the design and construction industry on technical improvements to the text and specifications. In process of “greening” the specifications to ensure inclusion of environmentally responsible material and work practices. Consultants purchase for access to NMS Hyperlinked 13 Contract Specifications Divisions and Sections are numbered. The numbering stays consistent from project to project regardless of where the projects are located or who is putting the specifications together. This creates a commonality between projects and the contractors and consultants that are working on them. 14 Instruction To Bidders Key Requirements: How When Very prescribed Where What **Must follow very closely** If not…..INCOMPLETE Bid!! 15 Instruction To Bidders ❑Queries & Clarifications Process ❑Addenda (singular form Addendum) ▪ Revisions & modifications of key information ❑Site Visits ❑Bidders Briefing ▪ Mandatory ▪ Non-mandatory ❑Bid Submission ▪ Specific instructions on how to submit ▪ Use of forms ▪ Bid envelopes 16 COSTS Item Unit of Measure Estimated Quantity Unit Price Total Price Contractors fill the Unit Prices sections and they become the prices if awarded the contract!! 17 Bid Forms Important!! Original Corporate Seals What ever the bid document requests, the bidder needs to do and provide!! 18 Bid Forms Form Of Agreement General Conditions Definitions Drawings Shop Drawings Insurance Changes In Work “RULES” Delays Payment Supplementary General Conditions 19 General Conditions Describes contractual clauses that must be followed by the Contractor and adhered to by the Owner and Owner’s Representative (either Contracting Authority and/or consultant). Includes provisions for: Definitions describing of owner, contracting authority , site engineer, contractor, work, substantial vs. total completion List of documents and which govern over one another ie. Specifications shall govern over drawings General Conditions shall govern over Specifications Supplementary Spec. shall govern over General Specifications Executed Agreement shall govern over everything in the contract specification tender document Very Important!! 20 General Conditions cont’d Includes provisions for: Detailed description of roles and responsibilities of owner, contracting authority, site engineer, contractor and sub-contractors Payment terms and hold-backs Adherence to laws, statutes and regulations Liabilities to be assumed by contractor Procedures to follow RE alterations of work, extras How to resolve disputes Quality assurance, defective work or materials Right to suspension of work, grant extension of time Warranties, insurance indemnification, bonds, patents 21 Supplementary General Conditions Site specific to project. General instructions for undertaking work to include: Required drawings and documents to be kept on site Co-operations Basis for measurement of unit items Procedures for when encountering utilities Progress meetings Examination of work Intent of plans and specifications Notices and permits Contractor’s insurance requirements Security 22 Supplementary General Conditions cont’d Site specific to project General instructions for undertaking work to include: Approval of material Control of debris and general site clean-up Access to site Quality of workmanship Fossils, artifacts What happens if a bone is unearthed? 23 Bonding Security Requirements ❖Bid deposit to be included in tender package submission Bid bond in amount of 10% of estimated tender value or Certified cheque in amount of 5% of tender value Returned after receiving performance security ❖Performance security to be received before contracts signed Certified cheque = 10% of contract value, or Letter of guarantee from bank = 1-% of contract value, or Surety bond (indemnity bond) from guarantee or indemnity company = 50% of contract value Performance security generally returned 1yr following Substantial Completion of Work EXTREMELY IMPORTANT from a CONTRACT MANAGEMENT PERSPECTIVE 2 24 Insurance Requirements ❖Describes requirements for insurance certificates valid for duration of project and after for Envt’l Impairment ❖Generally requires naming owner and consultant as additional named insured on contractor’s policy ❖Generally requires General liability protection (personal injury, broad from property damage, broad form contractual coverage, premises of the owner, unlicensed vehicles) Automobile liability All Risk Builders coverage (construction machinery and equipment) Environmental impairment (third party personal and bodily injury, property damage, defense costs, on- site and off site clean-ups caused by contractor, wastes generated) Covers gradual pollution and sudden and accidental events Should include extended discovery period of up to two years ❖Insurance policies should be a minimum of $2,000,000 and up to $5,000,000 depending on project and client requirements EXTREMELY IMPORTANT from a CONTRACT MANAGEMENT PERSPECTIVE 25 General Requirements 26 Specifics on the actual requirements for construction activity. These sections indicate how an activity is to be completed. Covered previously... 27 Detailed Technical Specifications Describes step-by-step detail how the contractor is to undertake work and basis for payment for each activity completed Generally includes site specific instructions on things like: Mob/demob Installation of safety fences and security Methods to manage utilities Methods for removal and disposal of man-made debris Many more… 28 Drawings IFR vs IFT vs IFC Engineer’s Stamp ❑ It is very important that the correct drawings are being referenced during construction activities. ❑ Issued for Review (IFR) are drawings that are meant to be reviewed by project stakeholders (client, independent engineer, general public etc.) and modified accordingly by the design engineer. This is usually prior to the tendering phase of the project. ❑ Issued for Tender (IFT) are drawings that are issued at the tendering phase for the contractor to based his/her price on. These can change during the tendering phase due to contractors’ Drawing set of queries/clarifications and subsequent Addenda. 48 for this ❑ Issued for Construction drawings are the drawings element!! that have been modified and are the actual drawings to be used by the contractor to construct accordingly. At times, it has been determined that the contractors’ or design engineers’ site personnel are using the incorrect drawings. This can pose a serious issue if there have been design changes. Always ensure that you are using the most recent construction drawings!! 29 Drawings cont’d Detailed stamped engineering drawings of work area in plan and profile to include areas to be excavated, layout of treatment system and piping Site should be surveyed to locate structures Include borehole/test pit logs, analytical data 30 General Comments ✓In terms of specifications, it is not much different than a typical construction contract except there is more stress on environmental measures ✓ Environmental Management Plan (EMP) ✓ Environmental Protection Plan (EPP) ✓ Air Monitoring Plan (AMP) ✓Be sure to have the bidders put in prices for contingencies so that the client is protected and not hit with extras (change orders) ✓All relevant information must be included and reviewed by bidders ❖Borehole/test pit logs, analytical data and certificates of laboratory analysis ❖Geotechnical Reports ❖Pre-existing ESA reports ❖Etc. 31 ROLE OF SITE PROFESSIONAL ✓Observe activities ✓Ensure compliance with Health & Safety Plan and Environmental Protection Plan ✓Preparation of daily reports ✓Pictures and videos (there can’t be too many!) ✓Preparations of incident reports if required ✓Collect verification samples ✓Liaison between client and contractor MUST CONSTANTLY BE AWARE Always look after each other!! 32 CLOSURE Prepare summary of remedial activities (close out) report to include: Verification sample results Indication whether remedial objectives achieved Variances from the original RAP As-built drawings Recommended performance monitoring plan Certificates Final Completion Letters 33 34