HomeMy WebLinkAboutS Intertie Construction Managment Agreement 1994cer dwBh
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CHUGACH ELECTRIC
ASSOCIATION, INC.
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General Manager
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EUGENE N. BJORNSTAD, P.E.
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November 10, 1994 Aw
William R. Snell, Executive Director
Alaska Industrial Development and Export Authority
480 West Tudor
Anchorage, Alaska 99503
RE: Southern Intertie Construction Management Agreement
Dear Riley:
Enclosed is a draft of the Construction Management Agreement for the Southern Intertie. While
not entirely different in concepts from the draft for the Northern Intertie, you will note some
variation. This draft emphasizes that the Construction Manager (CM) acts solely as the agent for
the Participants so as to minimize "us versus them" issues. The draft provides substantial review
and approval authority for the Participants acting through the IPG on budget, scope, and major
construction contracts, but once the approval is given, the CM may operate freely within the
scope of the approvals already given by the Participants. We have also provided for a different
leeway for the CM in approving change orders. A rolling six month working capital account and
time constraints for decisions by the Participants are key components in the draft. It also
provides for a dispute resolution panel to resolve any disputes between the Participants and the
CM.
We have tried at all times to be fair to Participants while setting up a structure within which
Chugach could act as the Construction Manager of the Southern Intertie. I hope the Participants
will find this approach acceptable so we can clear the way to begin work on this project.
ieee Bio . Bjornstad
General Manager
Sincerely,
5601 Minnesota Drive ¢ P.O. Box 196300 « Anchorage, Alaska 99519-6300
Phone 907-563-7494 * FAX 907-562-0027
CONSTRUCTION MANAGEMENT AGREEMENT
This Construction Management Agreement is entered into
this) === day of , 1994, by and between Chugach
Electric Association, hereinafter referred to as Construction
Manager or Chugach, and the Municipality of Anchorage d/b/a
Municipal Light & Power, the Municipality of Fairbanks d/b/a
Fairbanks Municipal Utility System, Golden Valley Electric
Association, Inc., the City of Seward d/b/a Seward Electric
System, Alaska Electric Generation and Transmission
Cooperative, Inc., Homer Electric Association, Inc., Matanuska
Electric Association, Inc., and Chugach Electric Association,
Inc., hereinafter referred to as Participants or Participating
Utilities.
PREAMBLE
WHEREAS, effective August 11, 1993, the Legislature of
the State of Alaska enacted 18 Ch. SLA 1993 relating to, among
other things, the financing of certain electric power projects
within the State of Alaska; and
WHEREAS, effective the same day, the State of Alaska
enacted Ch. 19 SLA 1993 which, among other things, appropriated
$46,800,000 to the Department of Administration for payment of
a grant under AS 37.05.316 to Chugach Electric Association for
the benefit of all utilities participating in the design,
construction, and operation of a power transmission intertie of
at least 138 kilovolts between Anchorage and the Kenai
Peninsula (hereinafter the Project); and
WHEREAS, pursuant to Ch. 19 SLA 1993, the above
referenced parties executed an INTERTIE GRANT AGREEMENT dated
October 26, 1993, the purpose of which was to satisfy the
conditions stated in §§ 2(b) and (c), Ch. 19 SLA 1993; and
WHEREAS, effective November 5, 1993, the above
referenced parties, the Department of Administration, and the
Alaska Industrial Development and Export Authority entered a
GRANT TRANSFER AND DELEGATION AGREEMENT under which the duties,
responsibilities, and control of the above referenced grant
were transferred from the Department of Administration to the
Alaska Industrial Development and Export Authority, and under
which the above referenced grant was made to Chugach Electric
Association pursuant to the statute; and
WHEREAS, effective January 24, 1994, the above
described Participants entered a PARTICIPANTS' AGREEMENT under
which they agreed to carry out the terms of the statutes and
prior agreements with respect to the Project; and
WHEREAS, effective August 30, 1994, the Alaska
Industrial Development and Export Authority ("AIDEA") and the
above referenced Participants executed a GRANT ADMINISTRATION
AGREEMENT under which the above referenced parties and AIDEA
agreed on the manner in which the grant would be administered
by AIDEA; and
WHEREAS, in order to carry out the obligations of the
above referenced parties under the above referenced statutes
and agreements, the parties now desire to enter into a
CONSTRUCTION MANAGEMENT AGREEMENT between Chugach and the other
Participants providing for Chugach's construction management
responsibilities, rights, and authorities for accomplishing, on
behalf of the Participating Utilities, the design and
construction of the Project; and
WHEREAS, currently the parties contemplate, but have
not finally decided, that the Project shall be divided into the
following phases, subphases, and segments after the development
and approval of a Project Design Team:
Phase I - Route selection & preliminary design
(a) Preliminary environmental assessment
(b) Preliminary geotechnical and archaeological
investigation
(c) Preliminary easement investigation
(d) Identification of corridors and alternate route
alignments
(e) Route selection report
(£) Investigation of design alternatives
(g) Approval of line route end points and preliminary
design
(h) Development of Phase II budget, schedules, and
cash flow projections for IPG approval
Phase II - Final design and construction
A. Phase IIA Final Design
(a) Final environmental, geotechnical, and
archaeological investigations
(b) Selection of specific locations of facilities
(c) Procurement of easements
(d) Preparation of final design drawings and
specifications for
(i) Modifications to Bernice Lake Substation, if
any
(ii) Submarine cable termination stations, if any
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(iii) Submarine cable crossing, if any
(iv) Transmission line materials, equipment, and
construction
(e) Preparation of construction and material and
equipment acquisition contracts
(£) Development of Phase IIB budgets, schedules and
cash flow projections for IPG approval
B. Phase IIB Clearing, Materials and Equipment isiti ic baal
(a) Right-of-way clearing
(b) Modification of Bernice Lake Substation
(c) Submarine cable terminal stations
(d) Submarine cable crossing
(e) Transmission line construction
(i) South Kenai line
(ii) North Kenai line
(iii) Anchorage line
(£) Commissioning and project closeout
NOW, THEREFORE, the parties agree that:
I. GENERAL
A. Chugach agrees to perform the construction
Management duties described herein as agent for the
Participants identified above, subject to the terms and
conditions of this Contract. The Participants hereby authorize
Chugach to perform the construction management duties described
herein as their agent according to the terms and conditions of
this Contract. All contracts, obligations, liabilities, and
duties entered, incurred, undertaken, or suffered by Chugach in
carrying out the terms of this Contract, shall be entered,
incurred, undertaken, or suffered solely as agent for the
Participants and not for its own account. All contracts shall
be entered in the name of the Participants acting by and
through their agent Chugach. Chugach shall carry out its
duties hereunder in the best interests of the Participants and
in accordance with Prudent Utility Practices. The Participants
shall timely and definitively decide all requests for approvals
and authorizations so as to avoid (1) delaying the Project, (2)
unnecessarily increasing its costs, and (3) exposing Chugach to
unreasonable and unanticipated demands on its management
personnel with respect to carrying out the terms of this
Contract.
Be As between Chugach, as the Construction Manager,
and the Participants, the ultimate financial responsibility for
all amounts incurred, obligated, or suffered, arising out of
the Project shall be that of the Participants. The
Participants shall also have the ultimate responsibility to
secure the approval of AIDEA for any necessary authorizations
to proceed with the Project and for payments of all amounts
available under the above referenced legislative grants;
provided that Chugach, on behalf of the Participants, may
communicate directly with and provide information directly to
AIDEA in order to facilitate such approvals and grant
disbursements.
(ee In accordance with section 6 of the Intertie
Grant Agreement dated October 26, 1993 and section 6 of the
PARTICIPANTS' AGREEMENT dated January 24, 1994, the
Participants hereby designate and authorize the Intertie
Participants Group (IPG) to carry out their powers and exercise
their rights, responsibilities, and duties under this
agreement. The Participants shall be bound by all actions,
inactions, decisions, and conduct of the IPG in carrying out
their powers and exercising their responsibilities and duties
under this agreement.
De Subject to all of the provisions of the this
contract regarding approvals necessary for the entering of
contracts, Chugach is hereby authorized to perform any of its
duties described in this contract through its own forces or
through independent contractors specifically retained for that
purpose. The determination of whether a particular function
shall be performed by Chugach's employees or through an
independent contractor shall be in the sole discretion of
Chugach.
II. DEVELOPMENT AND APPROVAL OF DESIGN TEAM
A. Chugach shall develop a contract form for design
services, including a description of the scope of the design
work to be performed for the Project, which scope of work shall
be structured according to the phases and segments of the
design and construction of the Project. The contract with its
description of the scope of work shall be submitted to the IPG
for approval in accordance with Article VII below. Chugach
shall also submit for approval by the IPG a plan for
acquisition of the necessary design and study services for
preliminary and final design of the Project.
B. Upon approval by the IPG of a design services
contract, including a description of the scope of work and the
plan for acquisition of design services, Chugach shall select a
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design engineering firm in accordance with the approved plan.
At the conclusion of the selection process, Chugach shall
submit to IPG for approval in accordance with Article VII below
a report of the process conducted and the recommended design
engineering firm. Upon approval by the IPG of a design
engineering firm and the contract to be entered with said firm,
Chugach shall be authorized to enter said contract on behalf of
the Participants.
as Chugach shall prepare, as it deems appropriate in
the best interests of the Participants, a scope of work for one
Or more subconsultants necessary to assist Chugach, as
Construction Manager, and the design engineer. Chugach shall
submit for approval by the IPG in accordance with Article VII
below proposed contracts including descriptions of the scope of
work for such subconsultants as Chugach deems appropriate.
Upon approval by the IPG, Chugach shall be authorized to retain
such subconsultants as are approved on contracts approved by
the IPG.
III. OVERALL PLAN FOR DESIGN AND CONSTRUCTION OF PROJECT
A. Plan.
With the assistance of the design engineer and other
subconsultants as needed, Chugach shall develop an initial
overall plan for the design and construction of the Project.
This plan shall include a budget, a schedule, and cash flow
projections for the overall Project. The plan shall address
the appropriate sequencing of the various segments and tasks as
well as appropriate lead times for the orderly design and
construction of the Project in accordance with Prudent Utility
Practices. The plan need not conform exactly to the task
descriptions and sequencing currently set out in the
Schedule A-2. of the GRANT ADMINISTRATION AGREEMENT. The
purpose of the initial overall Project plan shall be to
establish basic Project order of sequence and ranges of
magnitude upon which Chugach will be able to rely in carrying
out the subsequent steps of the Project.
B. Schedules.
The initial overall Project plan shall include a
schedule dividing the Project into phases, subphases, and
segments as shall best facilitate the orderly design and
construction of the Project, including appropriate points where
approval of the IPG will be sought. The schedule shall include
the initial preliminary estimates of starting dates, ending
dates, and durations for the various phases, subphases,
segments, tasks, and resources; and shall also identify major
milestones to facilitate evaluating progress of the Project.
Se
c. Budget.
The initial overall Project plan shall include a
budget broken down by phase, subphase, and segment, which
budget shall state the then best estimates of all Project costs.
D. Cash Flow Projections.
Chugach shall develop as part of the initial overall
Project plan a cash flow projection broken down by phase,
segment, and to the extent reasonably feasible, by quarterly or
monthly increments based upon the initial overall Project
schedule and budget.
E. Approval of IPG.
Upon development of the initial overall Project plan,
schedule, budget, and cash flow projections, Chugach shall
submit them to the IPG for approval in accordance with
Article VII below. Upon approval by IPG of the overall Project
plan, schedule, budget, and cash flow projections, or upon
approval as they may be revised by IPG, Chugach shall proceed
with Phase I route selection and preliminary design as
described in Article IV below.
IV. PHASE I - ROUTE SELECTION & PRELIMINARY DESIGN
A. Development and Approval of Phase I Plan, Budget,
Lis Chugach, with the assistance of the design
engineer and other subconsultants as needed, shall develop a
Plan for Phase I route selection and preliminary design. The
Plan shall identify and describe each of the major segments
with subsegments and tasks in as much detail as is appropriate
and feasible. The Plan shall include a description of the work
for each segment and the method of acquisition of services for
the described work. In conjunction with the development of the
Plan, Chugach shall also develop a budget, time schedules, and
cash flow projections for Phase I broken down by segment and
such smaller increments as may be reasonably feasible. The
schedule shall include calendar start and end dates and shall
reflect the proposed sequencing of the various segments of
Phase I. The cash flow projections shall be broken down by
segment and such smaller increments as may be reasonably
feasible and shall also show total cash requirements on a
quarterly or monthly basis for the duration of the Phase I as
scheduled.
ye Chugach shall submit to the IPG the Phase I Plan,
budget, schedules, and cash flow projections for approval in
accordance with the procedures of Article VII below. Upon
approval of the Plan, budget, schedules, and cash flow
projections, or upon approval as they may be revised by the
IPG, Chugach shall proceed to execute the Plan as approved.
B. Execution of Plan.
1. Upon approval of the Phase I Plan, budget,
schedule, and cash flow projections by the IPG in accordance
with procedures in Article VII below, Chugach, in conjunction
with the advice of the design engineer and other subconsultants
as needed, shall enter contracts, on behalf of the
Participants, for the acquisition of the necessary services and
work to be performed under Phase I. As long as the contracts
are within the approved budget and the scope of services of
each contract is reflected in the description of the work of
the approved Plan, Chugach may, but is not required to, obtain
additional authorization to enter each contract for executing
Phase I.
2. Under Phase I, Chugach shall cause to be prepared
a route selection report and a report exploring alternative
design criteria, all of which criteria shall be feasible and in
accordance with Prudent Utility Practices. The route selection
report shall recommend a specific line route, including end
points, and shall provide appropriate substantiation for the
recommendation, including an explanation of the choice of the
line route recommended over alternate routes. The report on
alternative design criteria shall recommend preliminary design
criteria and provide appropriate substantiation for the
recommended design criteria, including the basis for their
choice over alternatives.
3. Under Phase I, Chugach shall cause to be prepared
a budget, schedule, and cash flow projections for Phase II
based upon the information developed under Phase I, including
the recommended line route, and preliminary design criteria.
The budget, schedule, and cash flow projections shall be broken
down between Phase IIA and Phase IIB, as outlined herein. The
parties acknowledge that the estimated budget, schedule, and
cash flow projections for Phase IIA are likely to be more
precise than those for Phase IIB. The budget, schedule, and
cash flow projections shall be broken down by segment within
each phase and by such smaller increments as may be reasonably
feasible. The schedule shall reflect sequencing of the various
segments, start dates, end dates, and durations of all planned
tasks. The cash flow projections shall be broken into
quarterly or monthly increments in addition to increments by
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segment. Chugach shall also prepare a Phase IIA Plan which
shall describe the organization of the work to be accomplished
under Phase IIA including a description of the method of
selecting the contractors and vendors necessary to complete
Phase IIA, a description of each of the segments and sub-tasks
to be accomplished in achieving the final design, their
relative sequencing, and a description of the nature of the
contracts proposed to be used.
4. Upon completion of Phase I, Chugach shall submit
to the IPG for approval in accordance with the procedures in
Article VII below, the Phase IIA Plan, budgets, schedules, and
cash flow projections for both Phase II in total and,
separately, for Phase IIA, as well as the route selection
report, and the report on alternative design criteria. Chugach
shall also submit to IPG for its approval a recommended
Phase II ceiling that IPG may submit to AIDEA. Chugach shall
not be obligated to proceed with Phase II unless and until IPG
has approved, the Phase IIA Plan, the respective budgets,
schedules, and cash flow projections for both Phase II in total
and, separately, for Phase IIA, the line selection report and
recommendation, and the preliminary design criteria.
v. PHASE II FINAL DESIGN AND CONSTRUCTION
A. Phase IJA Final Design.
A Upon approval by the IPG of the Phase IIA Plan,
the respctive budgets, schedules, and cash flow projections,
for both Phase II in total and, separately, for Phase IIA the
route selection report and recommendation, and preliminary
design criteria, Chugach shall proceed to execute the Phase IIA
Plan in accordance with the approved budget, schedules, and
cash flow projections. Chugach shall prepare final design
contracts in accordance with the Plan, _and select professionals
and contractors in accordance with the selection process
outlined in the approved Plan. As long as the scope of work,
amount, and duration of each contract, are within the approved
Plan, budget, schedule, and cash flow projections for
Phase IIA, Chugach may, but is not required to, obtain specific
approval for each such contract.
2 The segments to be completed under Phase IIA
shall include the final environmental, geotechnical, and
archaeological investigations, selection of specific locations
of facilities, procurement of easements, the final design of
(1) the modifications to the Bernice Lake Substation, if any;
(2) the submarine cable terminal stations, if any; and (3) the
submarine cable crossing specifications, if any; and the
preparation of the drawings, specifications and contract
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documents for right-of-way clearing, construction, and material
and equipment acquisition contracts.
Se Based upon the information gathered in Phase IIA,
the location of the facilities, and the preparation of all
final design documents, Chugach shall, in conjunction with the
design engineer and other subconsultants as needed, prepare for
Phase IIB (1) a plan of procurement for acquisition of all
material and equipment, right-of-way clearing, and construction
required for the Project; (2) a budget for the material and
equipment acquisition and the construction, (3) a schedule for
the same; and (4) cash flow projections for the same. Chugach
shall submit for approval to the IPG in accordance with the
procedures of Article VII below, the Plan for Phase IIB
construction and acquisition of equipment and materials, the
proposed budget, schedule, and cash flow projections. Chugach
shall not be obligated to proceed with Phase IIB unless and
until IPG has (1) approved the Phase II Plan, budget, schedule,
and cash flow projections for Phase IIB; and (2) obtained all
approvals which the Participating Utilities may be obligated to
obtain under any governing agreement, law, or regulation before
proceeding with Phase IIB. Chugach shall also not be obligated
to proceed with Phase IIB unless and until arrangements
satisfactory to Chugach have been reached that assure it that
the Participating Utilities can and will make timely payment
for all Phase IIB Project costs, including the costs of
commissioning of the Project and its transition to operational
status.
4. The limited automatic rights of withdrawal
described in section 4(b)(3) of the PARTICIPANTS' AGREEMENT
dated January 24, 1994, shall be exercised in conjunction with
the IPG's approval of the Phase IIB Plan, budget, schedule, and
cash flow projections. As between the Participating Utilities
and Chugach as Construction Manager under this agreement, it
shall be the sole responsibility of the Participating Utilities
to assure that all requirements of section 4(b)(3) of the
PARTICIPANTS' AGREEMENT dated January 24, 1994, with respect to
the exercise of rights of withdrawal have been met by the time
the IPG approves the Phase IIB Plan, estimated budget,
estimated schedule, and estimated cash flow projections for
Phase IIB.
VI. PHASE IIB CONSTRUCTION
A. Upon Chugach's receipt of satisfactory assurances
of timely payment of Phase IIB costs, and upon approval by the
IPG of the Phase IIB Plan, budget, schedule, and cash flow
projections, and receipt by Chugach of the IPG's advices that
(1) it has received the approval of any other agencies whose
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approval the Participating Utilities may be obligated to
obtain, and (2) all issues regarding the exercise of rights of
withdrawal have been resolved, Chugach shall be authorized to
execute the approved Phase IIB Plan in accordance with the
approved budget, schedules, and cash flow projections and the
terms of this agreement. Chugach shall be authorized to enter
into the various construction contracts and the acquisition of
materials and equipment contracts in accordance with the
approved Plan subject to the requirement that upon Chugach's
selection of a proposed contractor, that contractor shall be
submitted to IPG for approval in accordance with the provisions
of Article VII below. In conjunction with the submittal for
approval of the contractor, Chugach shall also submit the
contract amount, schedules, and cash flow projections pertinent
to that particular contract. Upon IPG's approval, Chugach
shall be authorized to enter into the contract as agent for the
then Participating Utilities. Chugach shall not be obligated
to proceed with any contract unless and until the IPG has
approved the identity of the contractor, scope of work, the
contract amount, the contract schedule, and the cash flow
projections based thereon. As each contract under Phase IIB is
submitted to IPG for approval, Chugach shall also submit an
updated overall Project budget, schedule, and cash flow
projection, reflecting the effect of the proposed contract on
the overall Project budget, schedules, and cash flow
projections.
B. Upon approval of each contract, Chugach shall
manage and perform the approved contracts in accordance with
the approved budgets, schedules, and cash flow projections and
the terms of this agreement.
’ VII. IPG APPROVAL
A. General Procedure. Whenever the approval of the
IPG is required hereunder or otherwise sought by Chugach,
Chugach shall submit in writing to the IPG the request for
approval along with all documentation reasonably required for
the IPG to act upon the request. The writing shall include a
specific and definitively stated recommendation, and shall
specify a date by which a decision of the IPG is required in
the judgment of Chugach. Copies of the written request and
supporting materials shall be mailed to each member of the IPG
no less than 10 days before the time when a decision is
required; subject to the provisions below regarding an emergency decision in paragraph B. Upon receipt of a written
request for an approval or authorization, the IPG shall meet
and reach a decision in accordance with section 6(d) and (e) of
the PARTICIPANTS' AGREEMENT dated January 24, 1994.
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B. Emergency Decision. If an approval or decision
of the IPG is required, and either to maintain the schedule or to avoid substantial extra costs from being incurred a decision
is needed in less than 10 days, Chugach is authorized to communicate with the chairman of the IPG advising of the nature
of the emergency, the decision needed, the date by which it is needed, and the reason it is needed by that date. Chugach
shall cooperate with any reasonable request of the chairman of
the IPG to disseminate the necessary information to the members of the IPG. The Chairman of the IPG shall convene the IPG
which shall meet and reach a decision in accordance with
section 6(d) and (e) of the PARTICIPANTS AGREEMENT dated
January 24, 1994.
Cy Approval. Provided that Chugach has followed the
procedures stated above in paragraph A or in paragraph B, as
the case may be, if the IPG has not affirmatively rejected the
recommendation in accordance with the procedures of
section 6(e)(3) of the PARTICIPANTS' AGREEMENT by the date
designated in the request, the IPG shall be deemed to have
approved Chugach's recommendation. If the IPG rejects the
recommendation as submitted by Chugach, Chugach may, but shall
not be required to, revise the recommendation and resubmit it
as revised for approval. The IPG shall not, without the
consent of Chugach, modify the recommendation.
D. Binding Effect. As between the Participating
Utilities and Chugach as Construction Manager under this
agreement, once the IPG has approved or is deemed to have
approved the recommendation or requested action, said approval
shall be binding as among the Participating Utilities, the IPG,
and Chugach, and may not be revised, modified, or amended
without the consent of Chugach.
VIII. IPG APPROVAL OF DISBURSEMENT OF DESIGN AND
CONSTRUCTION FUNDS -- WORKING CAPITAL ACCOUNT
A. Pursuant to the PARTICIPANTS' AGREEMENT of
January 24, 1994, the GRANT ADMINISTRATION AGREEMENT of
August 30, 1994, and other applicable agreements previously
entered and governing the disbursement of grant funds for this
Project, upon approval by the IPG of the Overall Project Plan,
budget, schedule, and cash flow projections pursuant to
Article III above, the IPG shall authorize and direct AIDEA to
disburse, pursuant to section 8 of the PARTICIPANTS’ AGREEMENT
of January 24, 1994, funds to a WORKING CAPITAL ACCOUNT
sufficient to meet the first six months cash flow requirements
as provided in the then approved cash flow projections. The
WORKING CAPITAL ACCOUNT thus established shall be an account or
accounts with financial institutions approved by IPG, the
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balance of which shall be available for disbursement to meet
contract obligations and permitted project expenses upon
approval by Chugach, in accordance with the procedures stated
herein.
B. When Chugach receives a pay request from the
project engineer, or subconsultants, or during Phase IIB, from
contractors and vendors, Chugach shall determine whether the
request is in accordance with all applicable contractual
requirements. Provided the pay request is in accordance with
all applicable contractual requirements, within the IPG
approved budget, the contractor is on schedule according to the
approved schedule, and the pay request is within the approved
cash flow projection for that contract, Chugach shall be
authorized to disburse from the WORKING CAPITAL ACCOUNT
sufficient funds to pay the pay request. Chugach shall submit
all such pay requests covered by this paragraph with all
substantiating documentation supporting Chugach's action with
respect to each such pay request to the IPG for transmittal to
AIDEA.
Cs If the pay request is deemed By Chugach to be in
accordance with contract documents and is otherwise earned, but
for any reason payment of the amount would exceed the approved
budget or cash flow projections for the work involved, Chugach
shall submit to the IPG for approval, a recommendation
regarding that portion of the pay request that would exceed the
approved budget or cash flow projection. Upon approval by the
IPG of the excess amount, Chugach shall pay the excess amount
from the WORKING CAPITAL ACCOUNT. Chugach shall in any event
be authorized to pay from the WORKING CAPITAL ACCOUNT that
portion of the pay request which is in accordance with all
applicable contract requirements and which does not exceed the
applicable budget or cash flow projection.
D. If Chugach determines for any reason that a
question exists as to whether any pay request is in accordance
with the respective contract documents or is otherwise due the
contractor or vendor, Chugach shall submit to the IPG for
approval a recommendation regarding the pay request. Upon
approval by the IPG of the pay request or any portion thereof,
Chugach shall pay the approved amount, if any, from the WORKING
CAPITAL ACCOUNT.
Eis With respect to any pay request submitted to the
IPG by Chugach under paragraph B above, IPG shall be deemed to
have approved such pay requests. With respect to any pay
requests submitted to the IPG under paragraph C or paragraph D above, Chugach shall submit such pay requests with all substantiating documentation supporting Chugach recommendation
with respect to each such pay request to the IPG for approval.
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The IPG shall promptly, and in any event no later than 30 days
after submittal to it, act on such request for approval. The
IPG shall be deemed to have approved such recommendation
submitted under paragraph C or paragraph D above upon the
earlier of an affirmative approval by the IPG or the expiration
of 30 days after submittal without any action taken by the
IPG. Upon the IPG's approval of pay requests or
recommendations, either by such approval being so deemed, by
affirmative action, or by failure to act, AIDEA shall be and
hereby is authorized by the IPG to disburse from the grant
funds into the WORKING CAPITAL ACCOUNT, pursuant to
section 8(a) of the PARTICIPANTS' AGREEMENT dated January 24,
1994, and § 4.03 of the GRANT ADMINISTRATION AGREEMENT,
sufficient funds to meet the pay requests or recommended
amounts. Chugach as Construction Manager is hereby authorized
to coordinate directly with AIDEA all documentation,
information, or other assistance helpful to AIDEA to facilitate
disbursement of the Grant Funds into the WORKING CAPITAL
ACCOUNT. Article VII regarding IPG approval shall apply to the
submittal of pay requests and recommendations by Chugach to IPG
under this article. With respect to a recommendation regarding
a pay request submitted to the IPG by Chugach under paragraph C
Or paragraph D above, if the IPG rejects the recommendation,
Chugach shall not pay the pay request. Chugach may, but is not
required to, submit a revised recommendation with respect to
any such pay request or recommendation rejected by the IPG.
F. In the event that additional financing for the
Project is required pursuant to section 8(b) of the
PARTICIPANTS' AGREEMENT, the Participants, pursuant to
section 8(b)(4) of that agreement, shall pay into the WORKING
CAPITAL ACCOUNT sufficient funds to meet the approved pay
request, pro rata based on project shares. Said payments shall
be made sufficiently timely to permit the orderly meeting of
all obligations of the Participating Utilities with respect to
the Project. -
G. The IPG and Chugach anticipate that at all times
the WORKING CAPITAL ACCOUNT will have a balance sufficient to
cover anticipated disbursements for the following six months.
The parties anticipate that the period of six months will be
adequate to obtain the necessary approvals, pursuant to the
Grant Administration Agreement of August 30, 1994, the
PARTICIPANTS' AGREEMENT of January 24, 1994, and all other
contracts and agreements governing the disbursement of design
and construction funds for the Anchorage Kenai Intertie
Project. In the event that those approvals take longer and
thus require a greater balance in the WORKING CAPITAL ACCOUNT,
the Participating Utilities shall cause sufficient additional
funds to be deposited into the WORKING CAPITAL ACCOUNT, pro
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rata based on project shares, to cover the anticipated cash
flow needs of the Project in accordance with approved budgets,
schedules, and cash flow schedules in order to accommodate the
longer than anticipated approval time. Chugach shall not be
required to expend at any time for any purpose any of its own
funds in carrying out its obligations hereunder except those
amounts that it expends for its own personnel costs incurred
pursuant to section 7(c) of the PARTICIPANTS' AGREEMENT, which
costs are reimbursable under said provision.
IX. MANAGEMENT OF PROJECT DESIGN AND CONSTRUCTION
Chugach as Construction Manager shall develop,
implement, administer, and manage the Anchorage Kenai Intertie
Project as Construction Manager on behalf of the Participating
Utilities, which construction management services’ shall
include, but not be limited to:
i Administer and manage the procurement of all
Project needs including but not limited to all design and
professional services, equipment, materials, and construction
services required.
2 Administer and manage all Project activities
including but not limited to all design and professional
service contracts, all equipment and material acquisition
contracts, and all construction services contracts for the
Project.
i Prepare, evaluate, and update schedules in
sufficient detail to adequately and effectively evaluate
progress on the Project, and to identify delays in sufficient time to minimize their effect.
4. Prepare such financial cast accounting records as may be necessary and appropriate, including the above
referenced budgets and cash flow projections, to appropriately
track costs, evaluate whether the Project is within budget, and to identify costs that exceed the budget in sufficient time to
permit adequate procedures to minimize and eliminate to the
extent possible costs greater than those budgeted.
Sr Prepare monthly reports updating all information concerning progress on the Project, including comparisons
between the cost incurred to date and the budget and cash flow
projections to date as well as to the overall budget and cash flow projections, comparisons between the progress of the work accomplished to date and the then approved schedule; and
comparisons between cash flow needs and those projected according to the then approved cash flow projections. These
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monthly reports shall include projections of work progress and
cash flow requirements at the next month, next three months,
and next six month intervals, all in accordance with
section 7(g) of the PARTICIPANTS' AGREEMENT dated January 24,
1994.
6. Develop, implement, and enforce effective quality
control/quality assurance procedures through its own personnel
or through appropriate subconsultants, to assure that all
services, materials, equipment, and construction work are in
accordance with the respective applicable contracts, including
providing for appropriate inspection services where appropriate.
7. Develop, implement, and enforce adequate
procedures to assure proper review of all design
"deliverables," to assure the reliability of the work product
of the design professionals and other professional service
contracts, and to properly evaluate all contractor and vendor
submittals.
8. Develop, implement, and enforce effective
controls for assuring that design and other professionals meet
the time and work product requirements of their respective
contracts, and that the clearing and construction work
performed by construction contractors is performed according to
the contract specifications including schedules and budgets.
9. Implement such procedures and take such steps as
is necessary and appropriate to assure the reasonable
reliability of all cost estimates prepared for project planning
and execution purposes, but Chugach shall bear no liability
towards the IPG or the Participating Utilities for the failure
of actual costs as incurred to fall within approved cost
estimates, budgets, or cash flow projections.
10. Organize and maintain sufficient record keeping
systems for the route selection, preliminary design, final
design, and construction of the Project to assure adequate
control and substantiation for all decisions made and actions
taken.
11. Establish and implement procedures under which
all changes proposed by contractors, the design engineers, IPG,
or Chugach are properly evaluated and resolved, either in
appropriate contract modifications or otherwise as may be
appropriate. Chugach shall evaluate all requests for
additional compensation or additional time from any contractor
for the purpose of determining whether the contractor is
entitled to either the additional time or the additional money
under the contract documents and applicable legal principles.
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Chugach shall have authority to determine on behalf of the
Participating Utilities all proposed change orders or claims
for extra time or money that (1) do not exceed, in the
aggregate, 5% of the respective original contract amount; (2)
once the threshold of 5% of the respective original contract
amount in the aggregate is reached, do not exceed individually
the amount of $100,000 per contract; (3) do not materially, in
the judgment of Chugach, affect the overall Project schedule;
(4) do not result in the increase of any budget previously
approved by the IPG; and (5) do not result in any changes to
design criteria, line routes, end points, or other material
aspects of the previously-approved scope of the Project. Any
requested change orders or claims for extra money or time for
amounts exceeding these limits of Chugach's authority shall be
submitted to the IPG for approval in accordance with the
provisions of Article VII above. All change orders, whether
prior IPG approval is required or not, shall be reported and
explained to the IPG in the next regular monthly report to the
IPG following the finalization of the change order.
12. Develop and maintain a current set of contract
specifications and drawings which reflect all changes from the
original design as drawn and specified. The current set of
contract specifications and drawings shall reflect accurately
all construction details as performed by the contractors.
13. Appear at all meetings of the IPG to brief the
IPG on progress, schedules, financial aspects, and other issues
that may be appropriate for IPG consideration and review.
14. Plan, provide for, and manage all
pre-commissioning and commissioning activities.
15. Provide for appropriate programs to train
permanent Project operating and maintenance personnel.
16. Prepare final Project completion documentation
and such other reports and procedures for transitioning the
Project from construction to operation.
x. INDEMNITY
The Participants shall indemnify and hold Chugach
harmless from all claims, liabilities, damages, and costs which
arise out of or in connection with the Project excepting only
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any judgments that are based exclusively and solely upon
Chugach's intentional misconduct or "gross negligence."
If any claims are made against Chugach, the IPG, or
the Participating Utilities arising out of or in connection
with the Project, Chugach shall arrange for defense of all
parties as their interests may require and all such defense
costs, regardless of the allegations made by the claimants, shall be considered Project costs for which the Participating
Utilities shall indemnify Chugach. Chugach shall not be
obligated to expend or advance any of its own funds on such
defense costs.
XI. DISPUTE RESOLUTION
A. Among Other Parties.
Chugach may insert in all contracts entered with
respect to the Project provisions to allow for alternate
dispute resolution methods to be used to resolve disputes among
the design engineer, other consultants, material or equipment
vendors, and construction contractors, or between any of them
and Chugach, the IPG, or the Participating Utilities. Such
methods may, but are not required to, include a Project Dispute
Resolution Panel, the costs for which would be a Project cost.
Chugach may establish other appropriate provisions within the
contracts and other procedures to achieve resolutions of
disputes in the least expensive and time consuming manner.
In the event that any claims by other parties are made
against Chugach, the IPG, or the Participating Utilities, or
any combination of them, arising out of the Project, Chugach
shall defend itself, the IPG, or the Participating Utilities or
any combination of them. Chugach shall have the responsibility
to resolve all claims against itself, the IPG, or the
Participants asserted by others and arising out of the Project,
either by alternate dispute resolution, settlement or judgment,
and shall have the responsibility to solely control the defense
of any such claims. However, subject to Article X, any and all
defense costs including attorney's fees, as well as any agreed
settlements or judgments rendered against any of them, shall be
Sli
satisfied by the Participating Utilities according to their
respective interests in the Project.
c. , a Blom f
ili ee
Za Any disputes arising out of the performance of
this Construction Management Agreement between Chugach on the
one hand as the Construction Manager and the IPG or
Participating Utilities on the other hand, shall be resolved by
submission of the dispute to a panel of three persons whose
identities shall be agreed upon by Chugach on the one hand and
the IPG on the other simultaneously with the signing of this
contract. One of the three persons shall be an attorney
licensed to practice law in the State of Alaska experienced in
construction litigation, one shall be a person experienced in
the design and construction of transmission lines of the size
and nature involved in this Project; and one shall be
experienced in the financing of electrical utility operations
and construction, including the financing of construction of
transmission lines similar in size and nature as this Project.
None of the three persons shall have any economic or
professional relationship with any of the Participating
Utilities at the time this document is signed nor at any time
thereafter for the duration of the Project including the
rendition of any decisions by the panel after the completion of
the Project. None of the three persons shall have participated
in any way on behalf of any of the Participating Utilities with
respect to this Project or the Northern Intertie Project being
managed by GVEA. The intent of the parties is that the
individuals selected shall be free of any bias towards or
against any of the Participating Utilities including Chugach;
and that the stature of each of them in their respective
profession is accepted by each of the Participating Utilities.
a Also simultaneously with the signing of this
contract, the IPG and Chugach as the Construction Manager shall
jointly agree on the identities of three additional persons to
serve as alternates. Each of the three alternates,
respectively, shall have the same qualifications as each person
or the panel of three persons selected under paragraph C.1l.
above. If at any time one or more of the original three panel
members is unable or unwilling to serve, or becomes for any
reason disqualified from serving as a panel member, the
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alternate whose qualifications match the original person whose
service on the panel is ending will replace the original panel
member. The alternates shall not be consulted or become
involved in any disputes unless and until they replace one of
the original panel members.
Sie In the event any disputes covered by this
paragraph arise, Chugach and IPG shall each respectively
prepare a written statement of their position of the dispute
indicating what facts are not disputed and which facts or
conclusions are disputed. The panel of five shall hold at
least one conference in which Chugach and the IPG shall present
orally their respective positions along with any witnesses or
documents desired by either. The panel may hold more than one
conference if in its discretion it determines such would be
productive to reaching a decision. After reviewing all written
comments and oral presentations, the panel shall meet out of
the presence of the parties and render a written decision
resolving the dispute in its entirety. The panel may secure
consultation from those disinterested and impartial
professionals that it, in its discretion, deems appropriate in
order to assist it to reach a decision. The decision shall be
rendered in accordance with (1) Prudent Utility Practice, (2)
the terms of the statutes and various contracts applying to the
project, and (3) in general with Alaska law. The decision thus
rendered by the panel shall be binding on both Chugach and the
Participating Utilities. All costs incurred by the parties and
the panel itself shall be considered Project costs.
XII. ADMINISTRATIVE PROVISIONS
A. This Contract shall be interpreted and enforced
pursuant to the laws of the State of Alaska.
BF The parties hereto do not intend to create any
rights, interests, immunities, or privileges with respect to
any entity not a party signing this Contract.
Cr If any portion of this agreement is deemed
unenforceable for any reason, the remaining provisions of the
Contract shall remain in effect.
D. This Contract may not be modified or amended
other than by a written document signed by all parties hereto.
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Ex Terms defined in any of the agreements identified
in the Preamble above shall have the same meaning when used in
this Contract, unless such terms are defined differently in
this Contract.
Fa With respect to the construction management
rights and duties of Chugach hereunder, where the terms of this
Contract differ from any other prior contracts between the
Participating Utilities and Chugach, the terms of this Contract
shall govern with respect to the parties hereto. This
agreement is intended to constitute the full agreement between
the parties relative to the construction management rights and
duties of Chugach for the Anchorage Kenai Intertie Project and
all prior oral negotiations between the Participating
Utilities, the IPG, and Chugach relative to the construction
management activities of the Anchorage Kenai Intertie are
hereby merged herein.
CHUGACH ELECTRIC ASSOCIATION
By.
Its
“CONSTRUCTION MANAGER”
ALASKA ELECTRIC GENERATION HOMER ELECTRIC ASSOCIATION
AND TRANSMISSION COOPERATIVE,
INC.
By. By.
Its Its
MATANUSKA ELECTRIC ASSOCIATION CHUGACH ELECTRIC ASSOCIATION
By. By.
Its Its
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MUNICIPALITY OF FAIRBANKS GOLDEN VALLEY ELECTRIC
d/b/a FAIRBANKS MUNICIPAL ASSOCIATION, INC.
UTILITY SYSTEM
By. By.
Its Its
THE CITY OF SEWARD THE MUNICIPALITY OF ANCHORAGE
d/b/a SEWARD ELECTRIC SYSTEM d/b/a MUNICIPAL LIGHT & POWER
By. By. Its Its
“PARTICIPANTS”
PSA94:477/4343.19
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