HomeMy WebLinkAboutMagellan Advisors, LLC - Professional Services Agreement - 1.3.2023PROPOSAL
CITY OF WATERLOO, IOW
•
ist;
• --
Project
Management, Construction
Management and Inspections
Services
Prepared for:
Mayor Quentin Hart
quentin.hart@waterloo-ia.org
Prepared by:
Courtney Violette
Magellan
cviolette@magellanbroadband.com
386-931-3520
magellanbroadband.com
Magellan
www.MAG E L LAN B ROADBAN D.uwv
Magellan
Scope of Work
With the Project Design completed, and shovel ready drawings prepared, the City is ready
to move into Project Implementation which includes many tasks related to network
construction planning, facilities planning, electronics and equipment, wholesale services,
and interconnections into network partners.
Magellan proposes to continue in its role as Project Engineer for the duration of the
buildout, while also providing Project Management, Construction Management and
Inspections services to oversee the deployment of Waterloo's fiber backbone and FTTH
networks.
We propose the following SOW:
TASK 1: PROJECT MANAGEMENT
(Begins Month 1)
Magellan will provide an experienced Project Manager ("PM") and Project Management
Team to oversee all technical and operational tasks required to launch the Waterloo
Fiber network, including both backbone and FTTH components. Additional resources
including Magellan's Project Executive, Technical Consultants, and others will be tasked
with fulfilling various portions of these tasks throughout the duration of this
engagement. Expected tasks include:
Manage and coordinate day-to-day activities of moving the City's network into
construction as expeditiously as possible following the City's procurement
process, contract approval and notice to proceed.
Ensure all Federal Funding contract requirements are included in each
procurement where necessary.
Manage Project Capital Expenditure budgets and develop reports as necessary.
Team with Construction Manager and Construction Inspectors to manage the
project implementation plan, including tracking to schedule, budget, issues
identification and resolution, and risk mitigation.
Provide regular progress reports, and schedule and coordinate all project related
calls, as well as ad -hoc vendor/coordination discussions.
2
WWW.MAGELLANBROADBAND.COM
Magellan
Refine and revise the project implementation plan to reflect the OSP buildout
schedule and all necessary steps to implement and turn -up the network.
Develop working relationship with Cedar Falls Utilities (CFU) for wholesale
services and operational support, including integration into the 28E agreement(s)
for shared video (cable TV) headend, IP transit peering for Internet access, and
exploration of collocation and NOC services beneficial to Waterloo Fiber's
ongoing operations.
Oversee negotiation of programming, transport, and licensing agreements with
NCTC for video service offering.
Work with Magellan's Subject Matter Experts (SMEs) to create the designs,
functional specifications, scopes of work, and RFP's necessary for implementation
of Waterloo Fiber including network equipment, operating support systems
(OSS), prefabricated shelters, inside plant, service fulfillment, and operational
services. Magellan's SME's will research and advise on all options available to the
city specific to each procurement including value -engineering designs,
developing Statements of Work (SoW), and validating costs to budget. Our team
will deliver customized SOWs for each procurement, recommend the appropriate
procurement vehicle, and participate in the procurement process including pre -
bid conferences, bidder inquiries, issuing RFP addendums, evaluating bids,
making recommendations, and assisting in final negotiations.
Project related procurements may include:
Fiber -Optic OSP Construction (RFP in development)
Fiber Management Systems
Operating Support Systems
Billing Systems
Data Center/Building Renovations/Architectural Engineering
Inside Plant (ISP), Power, Environmental, Access Security, etc.
Network Equipment and Software
Wholesale Internet and Transport Services
Voice Services and Video (Cable TV) Components and Integrators
Data Center Colocation and Entrance Facility Options
Fiber -Optic OSP Operations, Maintenance, and Monetization
3
WWW.MAGELLANBROADBAND.CoM
Magellan
Service Installation and Activation for Subscribers
Contracted Network Operations Services
Manage design changes, and value engineering opportunities for the fiber-optic
network, including coordinating all project approvals/changes, change orders,
billing/invoice approvals by vendors, and other project administrative functions.
Work with Magellan SME's and vendors to ensure that equipment and software
are implemented, configured, and tested prior to launch.
Assist in development of job descriptions, interviews, staffing readiness, and
suggested workplace environment.
Support Business Operations and Readiness:
Prepare for customer service readiness ("CSR") by determining workflows
for all new site order types (e.g. initial installs, changes, trouble handling,
etc.)
Assist with billing and accounting setup
Oversee integration of BSS/OSS systems for order management, service
provisioning, and subscriber billing
Setup processes to interact with O&M vendors for scheduling work orders,
adds/moves/changes, and repairs
Test processes prior to production launch
Oversee deployment of the service edge and upstream services including CFU
Internet, CFU video, and iMon voice.
Develop and oversee acceptance tests of the network and services.
Oversee production launch based on rollout plan with post -rollout review.
Develop maintenance procedures for repair and restoration. Ensure smooth
transition to City Operations and City staff.
TASK 2: PROJECT ENGINEERING SUPPORT
(Begins Month 3)
Magellan proposes to continue providing engineering support for the project during the
full construction and deployment effort. There will be numerous requirements for
drawings to be revised and modified during the permit process, and to support field
changes that may occur in the field. Engineering support will include a design project
4
WWW.MAGELLANBROADBAND.COM
Magellan
management resource, additional fielding efforts in the Waterloo market as needed, and
ongoing management and oversight from Magellan's Iowa licensed Professional Engineer
("PE").
TASK 3: CONSTRUCTION MANAGEMENT
(Begins Month 2 - 60-Days Before Construction Mobilization)
Magellan's Construction Manager ("CM") will act as the City's liaison to the Outside Plant
(OSP Construction Contractors) team and will manage the overall construction of the
City's fiber-optic network(s). The CM will review overall compliance with project
schedules and specifications, assessing Contractor adherence to public works and right
of way restrictions, performance of construction activities, and development of
applicable project documentation.
Other tasks that will be performed include:
Managing the overall Construction deployment of the Outside Plant (OSP),
ensuring schedule management, specification compliance and documentation.
Approving all materials to be used in the job, as well as all construction
subcontractors.
Act as the main point of contact for selected OSP Contractor, addressing field
issues, coordinating daily activities, assessing compliance with both health and
safety requirements and with applicable permits.
Coordinating with the City as applicable on updates with project reporting,
construction activities, material access and handling, production tracking,
documentation control, administrative requirements.
Production tracking, coordination with construction vendor, assessing adherence
to schedule commitments, troubleshooting, tracking completion of punch list
items, confirming final completion and delivery, and turnover to operations.
Review of production installations to specifications and assisting the City to
manage the project within budget and schedule timelines.
Facilitating "onsite" quarterly, cross -functional meetings with the City, providing
applicable construction updates, identifying any issues with, and resolution of,
applicable action items.
5
WWW.MAGELLANBROADBAND.CoM
Magellan
TASK 4: CONSTRUCTION INSPECTION
(Begins Month 3 - 30-Days Before Construction Mobilization)
Magellan will provide Construction Inspection ("CI") services for the City as Waterloo's
network is constructed. Magellan has assumed at least (1) one construction inspector to
start but may require a second. Our estimates include a single inspector for either each
Construction Prime Contractor, or for every 4 construction crews.
Magellan's construction inspectors will provide on -site supervision to determine
compliance with project specifications, safety and permitting requirements. In addition,
Magellan will provide quality review on installation and ground restoration in real time.
All field data and information related to changes in the field, as built and redline
information will also be acquired and reviewed in real time. In addition to these services,
on -site inspection services provide field representation, to assist the City with oversight
of crews in the field. Field inspection services include the following, as well as per diem,
lodging, and vehicles for local CI resources up to 6 days per week:
Real time inspection services, including compliance and specification review of
installations.
Onsite assessment of installed quantities and installation quality assurance.
Review of compliance with safety standards including OSHA, city, county, and
state requirements, as well as maintenance of traffic compliance and permit -
specific requirements.
Review of local, state, and federal code compliance including National Electric
Safety Code.
Onsite supervision of fiber-optic testing (OTDR and power meter) and
compliance.
Field level decision -making to minimize crew downtime.
Review of deliverable accuracy for all documentation including red lines,
directional bore logs and production sheets.
6
WWW.MAGELLANBROADBAND.CoM
Magellan
Magellan Project Team
Magellan's proposed Project Team is depicted below, however Magellan reserves the
right to modify and change team members as necessary.
Ama
Courtney Yloleee
Prole, Pue.]dr.e
Kelly Dela Cruz
PM May.
In/wren Lynn
Broadband Prgm
"Jammer
n 1 4
1
Cale Flab4P Mark Lane GPM Nked Mara Johnsen
Broadband Design Broadband Tedmroel EPPsaMctlan Broadband Consultant
COMultant Management
Tm Ceameeriain TylEr Cantipld
Fielding Management Permlling ledlnran
411
�t owl
Construallon Manager
7„1 11
Chra Sutherland
Conslrudon Inspector
Melissa Johnsen
Prot 1 Manager*.
SUPPan Office
41212
Amy Pierce Malabo Milan.
Proied Cow [dilator Project Coordlnatw
WWW.MAGELLANBROADBAND.CoM
0
.lee, IhErrams, PE
PramgneM PE Mole "
En
Cw,e al Manager
Yk1o,100 FOor
7
Magellan
Pricing
The tasks outlined in the Scope above, will be performed on a monthly fixed price basis,
excluding travel expenses that will be billed as incurred on a not to exceed basis, and
invoiced as follows.
Task(s)/Description
Cost
Task 1: Project Management
$25,000
Task 2: Project Engineering Support'
$5,000
Task 3: Construction Management 2
(Includes 1 in market Construction Manager/Inspector)
$30,000
Task 4: Construction Inspection3
(1 inspector per 4 construction crews)
(Each contractor requires one inspector if multiple contractors)
$22,5004
Monthly Total
$82,500
Estimated Monthly Travel Expenses (billed as incurred)
$4,000
Monthly Total
$86,500
Project Engineering Support billing starts Month 3
2 Construction Management billing starts Month 2 - 60 days from construction mobilization
3 Construction Inspections billing starts Month 3 - 30 days from construction mobilization
4 Additional inspectors billed at $20,000 per month
8
www.MAGELLANBROADBAND.coM
Magellan
Estimated Schedule
Magellan estimates that construction of all phases will take 36 months as depicted below.
While construction activity would require Construction Inspection services during the
construction phases of the project, we anticipate Construction Management through full
construction closeout and Project Management for full turnkey deployment to take up to
45 months. Magellan proposes to handle all Project Management and Construction
Management related services over this term through construction punch lists, data center
and services turn -up, site migration, and execution of its implementation plan.
Table 1 - Services Jan 2023 - Dec 2023
Billing
Month/Year
(Month #)
Description
PM
PE
CM
CI
Expenses
Monthly Total
January 2023
(Month 1)
$25,000
$0
$0
$0
$2,000
$27,000
February 2023
(Month 2)
$25,000
$0
$30,000
$0
$2,000
$57,000
March 2023
(Month 3)
$25,000
$5,000
$30,000
$22,500
$4,000
$86,500
April 2023
(Month 4)
Milestone:
Construction
Start
Construction
Month 1
$25,000
$5,000
$30,000
$22,500
$4,000
$86,500
May 2023
(Month 5)
Construction
Month 2
$25,000
$5,000
$30,000
$22,500
$4,000
$86,500
June 2023
(Month 6)
Construction
Month 3
$25,000
$5,000
$30,000
$22,500
$4,000
$86,500
July 2023
(Month 7)
Construction
Month 4
$25,000
$5,000
$30,000
$22,500
$4,000
$86,500
August 2023
(Month 8)
Construction
Month 5
$25,000
$5,000
$30,000
$22,500
$4,000
$86,500
September
2023
(Month 9)
Construction
Month 6
$25,000
$5,000
$30,000
$22,500
$4,000
$86,500
October 2023
(Month 10)
Construction
Month 7
$25,000
$5,000
$30,000
$22,500
$4,000
$86,500
November 2023
(Month 11)
Construction
Month 8
$25,000
$5,000
$30,000
$22,500
$4,000
$86,500
December 2023
(Month 12)
Construction
Month 9
$25,000
$5,000
$30,000
$22,500
$4,000
$86,500
Cost Estimates through December 2023
$949,000
www.MAGELLANBROADBAND.coM
9
I
Magellan
Signature & Acceptance
Signature of this Proposal by Client warrants that all components of this Proposal are
acceptable to the City of Waterloo and that the person(s) signing this Proposal has the
right, power, and authority to execute the Proposal.
Magellan Advisors, LLC
A Florida Limited Liability
Company 999 18th Street, Suite
3000, Denver, CO 80202
Print Name: Courtney Violette
City of Waterloo
715 Mulberry Street
Waterloo, IA 50703
Print Name: Quentin Hart
Title: COO
Title:
Mayor or Waterloo, Iowa
Signature:
Signature: Querteuz 9 zt
Date: December 1, 2022 Date:
1/3/2023
www.MAGELLANBROADBAND.coM