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HomeMy WebLinkAbout#21 Lake Shoreline Boating Study UpdateSTAFF REPORT DATE: January 3, 2017 REGULAR ITEM #: 21 AGENDA ITEM: Lake Shoreline/Boating Study Update SUBMITTED BY: Kristina Handt, City Administrator BACKGROUND: At the December 6, 2016 meeting, Council selected the Bolton & Menk proposal for a slow no wake assessment of shoreline erosion on the city’s four recreational lakes. Their proposal included two options which council was interested in and approved up to $30,000 for the study. Staff contacted Bolton & Menk after the Council meeting to get cost estimates for the two options. Included in your packet is the revised estimate with the options for $41,500. Since the total cost exceeded the amount authorized by Council, staff is looking for direction on how to proceed. ISSUE BEFORE COUNCIL: How should the Council proceed with the slow no wake erosion impact study? PROPOSAL DETAILS/ANALYSIS: The full proposals from Bolton & Menk and Wenk Associates are included in your packet. FISCAL IMPACT: Bolton & Menk: Original Scope: $25,000 With Addl Options: $41,500 Wenk Associates: $19,500 OPTIONS: 1) Direct Staff to Prepare a Contract with Bolton & Menk for $41,500 2) Direct Staff to Prepare a Contract with Bolton & Menk for $25,000 3) Direct Staff to Prepare a Contract with Bolton & Menk for $35,000 (include Option 2.1 only) 4) Direct Staff to Prepare a Contract with Wenk Associates for $19,500 5) Do not direct staff to pursue any contracts for the study of slow no wake erosion assessments on the four recreational lakes ATTACHMENTS: • Bolton & Menk, Dec 1 Proposal • Bolton & Menk, Additional Options • Wenk Associates, Nov 30 Proposal Submitted by: Proposal forCity of Lake Elmo Slow No Wake Assessments on Lakes Olson, De Montreville, Jane, and Elmo December 1, 2016 Contact: Tim Olson, P.E., CFM C: 651-724-0404 timol@bolton-menk.com Bolton & Menk, Inc. 2035 County Road D East Maplewood, MN 55109-5314 P: 651-704-9970 F: 651-704-9971 December 1, 2016 Kristina Handt City Administrator 3800 Laverne Ave, N Lake Elmo, MN 55042 RE: Proposal for Slow No Wake Zone Assessments on Lakes Olson, De Montreville, Jane, and Elmo Dear Ms. Handt: According to your request, Bolton & Menk, Inc. has prepared the following scope of work and associated fees to address Slow No Wake Zone Assessments of Lakes that include Olson, De Montreville, Jane, and Elmo in Lake Elmo. With the exception of Lake Elmo, lake-wide no wake restrictions are triggered when the lakes reach a specific water surface elevation as determined by the Minnesota Department of Natural Resources (MnDNR). Typically, no wake restrictions are determined based on the likelihood of shoreline damage when the lakes are elevated due to flooding. Bolton & Menk’s experience understanding shoreline impacts and erosion protection will support the City of Lake Elmo with objective information to make technical and informed decisions in establishing no wake elevations. Our successful approach includes: Unbiased Data – Establishing ordinances that affect lake activities are particularly difficult in communities that have emotional connections to their lake systems. In order to reduce perceived emotional impacts, impartial and objective data is required to establish no wake elevations that are not driven by passionate lake home owners or recreationists. Comprehensive Decisions – Lake regulations impact many users beyond those that live there. Therefore, the decisions that impact no wake limitations must include environmental implications, shoreline property values, and recreational uses. Public Education – The lake users must be informed as to why these elevations are established and what the potential impacts are if these limitations are exceeded in order to fully understand their water resources. Setting the elevation is only a portion of the overall goal; education tells the rest of the story. In continued service to the City of Lake Elmo, we are excited at the opportunity to analyze no wake elevations for several critical lakes. We are flexible in our scope and fees to best suit the City’s needs. I will serve as your Project Manager and lead client contact on this project. Please feel free to contact me at 651-724-0404 or timol@bolton-menk.com if you have any questions regarding our proposal. Respectfully submitted, Bolton & Menk, Inc. Timothy J. Olson, P.E., CFM Water Resources Project Manager Project Approach Project Approach The City of Lake Elmo is seeking an assessment of the current no wake restrictions on Lakes Olson, De Montreville, Jane, and Elmo and an analysis of the conditions that could potentially change those elevations. We understand that an objective approach to establishing no wake regulations is necessary to bring solidarity to already sensitive interactions between stakeholders. Restrictions to lake uses under flooding conditions begins at the local level. The City of Lake Elmo is responsible for establishing ordinances that protect the shoreline area as well as educate the general public as to why these restrictions are important. Bolton & Menk intends to provide technical support in establishing those restrictions and is available to provide additional public engagement services as directed by future goals. Below is our approach to developing a sustainable assessment of the current no wake restrictions and technical support for modifications to the minimum no wake elevations that can be supported by the community and its stakeholders. Task 1: Communication 1.1 Kick-off Meeting A kick-off meeting will be scheduled immediately after Notice-to-Proceed. The meeting will include the following: • Introduce key City staff to key consulting staff developing the plan • Establish communication protocols associated with the various aspects of the plan. • Formulate a mutually acceptable milestone schedule • Develop cooperation to share available lake information and practical field experience 1.2 Project Milestone Meetings We anticipate up to two additional meetings with City staff at key milestones to ensure project tasks are completed to best meet your needs. Consistent communication between team members will ensure project budgets match the required deliverables. 1.3 Stakeholder Meetings Bolton & Menk will attend one stakeholder meeting once the Project Team has reached consent on an established no wake elevation. It is assumed the City of Lake Elmo will provide a list of stakeholders and perform all communication and establish a meeting place and time. OPTIONAL: Public Education and Outreach We understand significant value can be added to any technical analysis by establishing opportunities for the general public to become educated about the issues and provide valuable feedback. Bolton & Menk has decades of experience working in a public forum to inform citizens on technical issues. If the City deems appropriate, Bolton & Menk will attend one community event to facilitate public education and outreach. This includes the following: • Meeting attendance • Preparation of meeting/presentation materials • Meeting minutes This is an optional task. If the City sees added value in this task, we will negotiate a fee at your request. Submitted by Bolton & Menk, Inc. Slow No Wake Zone Assessments | Lake Elmo 1 Project Approach Task 2: Data Collection 2.1 Geospatial Information Bolton & Menk has access to a robust collection of publically available geospatial data that will assist in the development of a shoreline assessment. This includes, but is not limited to: • Light Detection and Ranging (LiDAR) surface topography • Hydrography data • MnDNR lake level data • Aerial photography Bolton & Menk will rely on the City to provide any additional information regarding known lake and shoreline issues. This information may include the following: • Septic system locations • Private well locations • Lake outlet information (where available) • Known shoreline erosion issues • Known lake flooding issues 2.2 Historic Lake Levels Bolton & Menk will collect historic lake levels for each of the four lakes over the period of record. OPTIONAL: Field Data Collection In these early analysis stages, it may not be prudent to collect any field survey data or other specific site information. However, Bolton & Menk is fully capable of facilitating the following field data collection procedures: • Resident/recreationist surveys • Topographic survey of erosion areas, low floor elevations, low home openings, septic systems, wells, beaches, etc. • Photo collection from lakeside into the shore via boat • 2-Dimensional photo collection via unmanned drone o This specific service may provide critical information at a very high resolution for a relatively low cost. Bolton & Menk currently has federally certified drone pilots that are willing to provide additional scope and fees related to 2D photo collection programs. This is an optional task. If the City sees added value in this task, we will negotiate a fee at your request. Task 3: No Wake Analysis 3.1 Analyze Lake Level Data Utilizing the MnDNR lake level information, Bolton & Menk will: • Establish lake level frequencies using graphical plotting position • Determine lake level frequencies for a variety of return intervals (i.e. 1-year, 5-year, 10-year, etc.) • Compare DNR OHW elevations to lake level frequencies • Assess the number of exceedances for each return interval to understand how often the wave action will affect shoreline stabilization in a typical year 3.2 Analyze Potential Wave Impacts Wave affects can come from boat and wave sources and each has their potential impact to routine shoreline erosion and no wake implications. The following items will require analysis: • Use literature to determine wave heights from typical boats at varying distances from the shore • Analyze wave heights from potential wind loads Submitted by Bolton & Menk, Inc. Slow No Wake Zone Assessments | Lake Elmo 2 Project Approach • Compare and contrast the severity of erosion from boat and wind loading 3.3 Geospatial Evaluation Bolton & Menk will utilize GIS to develop several deliverable products that help convey this technical information in a graphical format. We will perform the following tasks: • Plot specific lake levels to determine property and shoreline impacts without wake • Identify shoreline areas that would be affected by wake under a variety of return intervals • Identify and quantify risks to shoreline, septic systems, wells, homes, and other structures • Outline no wake ordinance measures and plan trigger elevations that may be implemented to reduce wave-related risks Task 4: Summary Report 4.1 Develop Technical Summary Report In a brief report, Bolton & Menk will summarize the technical information collected and substantiate a recommendation for no wake elevations on Lakes Olson, De Montreville, Jane, and Elmo. Submitted by Bolton & Menk, Inc. Slow No Wake Zone Assessments | Lake Elmo 3 Estimated Project Fees Estimated Project Fees Bolton & Menk understands the importance of delivering a project on time and within budget. We closely monitor our time and budget to ensure efficiency of our staff and value to our clients. Any issues relating to requested scope modifications and potential budget impacts will be communicated in a timely manner. The Estimated Project Fee schedule below does not include the OPTIONAL tasks listed in the Project Approach. However, we are prepared to provide those fees to the City as directed by your specific needs. Bolton & Menk is also willing to negotiate our anticipated scope and fees to ensure your direct budgetary and deliverable needs are met with the utmost attention. Detailed Cost Estimate Client: City of Lake Elmo Project: Slow No Wake Zone Assessments Task No. Work Task Description Project Manager Water Resources Engineer Design Engineer Total Hours Total Cost 1.0 Communication 20 6 4 30 $3,840 2.0 Data Collection 4 8 8 20 $2,580 3.0 No Wake Analysis 20 28 38 86 $10,880 4.0 Summary Report 8 30 20 58 $7,700 Total Hours 52 72 70 194 Average Hourly Rate $125 $150 $110 Subtotal $6,500 $10,800 $7,700 Total Fee $25,000 Submitted by Bolton & Menk, Inc. Slow No Wake Zone Assessments | Lake Elmo 4 Project Team Project Team Bolton & Menk has assembled a highly motivated and experienced group of professionals for the Slow No Wake Zone Assessments on Lakes Olson, De Montreville, Jane, and Elmo. Our team has experience evaluating and developing successful solutions to meet the needs of our clients. We value and understand the importance of ultimately achieving an assessment that can be supported by stakeholders and implemented efficiently. The Bolton & Menk team is intended to be an extension of the Lake Elmo City staff, with close coordination between the City’s project coordinator and the project team maintained at all times. The proposed team provides the optimum combination of accessibility, local knowledge of the community, and specialized expertise. Our team will be led by our Project Manager, Tim Olson, who will be supported by key individuals and support staff. Our team members will work interdependently to build synergy for a sustainable solution. Tim Olson, P.E., CFM Project Manager Tim will serve as Project Manager for the Slow No Wake Zone Assessment. He will provide close coordination with the City and their partners. He will serve as the primary contact for the City and provide overall management of the project team and schedule, cost, quality, and scope management processes. Tim is a Water Resources Project Manager who began his career in 2006. He has worked on the design and development of Comprehensive Stormwater Management Plans, hydrologic and hydraulic studies, and hydrologic plan reviews. His responsibilities include identification and discussion of NPDES Phase I & II requirements, hydrologic and hydraulic modeling, and identification of alternatives for proposed improvements. He has also prepared a multitude of Stormwater Pollution Prevention Plans (SWPPP) and submitted associated NPDES Phase II Construction Stormwater Permits. Tim has additional experience with a variety of engineering tasks including design computations, preliminary layout and design, research and preparation of preliminary engineering reports, and feasibility studies. He also assists with project design, preparation of plans and specifications, and cost and quantity take-off estimates. Brent Johnson, P.E., CFM Water Resources Engineer Brent will serve as the lead Water Resources Engineer and will oversee data collection and technical analysis of critical shoreline protection. He will utilize his experience in establishing no wake regulations and analyzing wave action on shoreline erosion to ensure the recommended actions are accurate and provide a solid foundation for lake regulation. Brent is a Senior Water Resources Engineer who began his career in 1995. He has extensive experience in water resources engineering as a consultant and watershed district engineer. Brent has provided engineering services for projects involving stormwater management, floodplain mapping, flood damage reduction, bridge and culvert sizing, dams, drainage, erosion protection, sediment control, and lake and stream restorations. Projects have included detailed hydrology and hydraulics modeling and analysis using XPSWMM, as well as preparing engineering studies, reports, plans, and specifications. Brent has presented reports at meetings, public hearings, and conferences. He has supervised and trained engineers and other staff assigned to project teams. Dustin deFelice, EIT Design Engineer Dustin will provide effective data collection and geospatial analysis required to establish no wake elevations. Dustin began his water resources career in 2012. His primary responsibilities include the development of hydrologic and hydraulic modeling for preliminary project layouts. Dustin has extensive experience in HEC-RAS and HEC-HMS programs. He also has experience in Autodesk Civil 3D software and hydraulic design experience using HydroCAD and Autodesk Storm and Sanitary Analysis. Dustin has extensive experience using a variety of hydraulic and water quality software to analyze and design stormwater management systems. Submitted by Bolton & Menk, Inc. Slow No Wake Zone Assessments | Lake Elmo 5 December 14, 2016 Kristina Handt City Administrator 3800 Laverne Ave N Lake Elmo, MN 55042 RE: Proposal for Slow No Wake Zone Assessments on Lakes Olson, De Montreville, Jane, and Elmo Amendment to Include Optional Tasks Dear Ms. Handt: Thank you for the opportunity to assess the current no wake restrictions on Lakes Olson, De Montreville, Jane, and Elmo. We are also pleased to provide additional scope and fees for the optional items discussed in our original proposal for Public Education and Outreach and Field Data Collection. Refer to the following scope and associate fees to complete these optional tasks. 1.1 OPTIONAL: Public Education and Outreach Bolton & Menk will attend one public meeting to inform citizens of the important technical issues required to establish effective no wake elevations. This includes the following. • Attend one meeting with City Staff prior to the Public Meeting to discuss materials to be presented and responsibilities of the project team. • Develop meeting/presentations materials. The exact nature of these materials will be discussed at the time of the City Staff Meeting. • Attend the Public Meeting. The meeting is assumed to be two hours. • Develop meeting minutes and summarize the information collected from public input. 2.1 OPTIONAL: Field Data Collection This task includes resident and field data collection to support the objective data generated from the study. We propose the following scope to maximize the use of available technology to provide the City with very high resolution data. These tasks include the following. • Develop citizen questionnaire to assess current lake issues, known erosion along the lake shore and types of vegetation and landscaping around the lake. This could be digital and available online. • Distribute and collect the survey and assess the results. • Utilize drone technology to develop a 3-dimensional, high resolution photo of the lake shore. Refer to the attached figures summarizing the requirements for a drone flight. o Establish elevation control points on shore to which the drone will orient. o Use a drone to capture photos and elevation. o Process the information collected by the drone. o Analyze the final 3D model for erosion issues and other information required to effectively establish a no wake elevation. N:\Proposals\Lake Elmo\No Wake Elevation Assessment\5_Optional_Tasks.docx Project Schedule Data collection via drone would provide the best result during a fully vegetated condition. It is recommended that the field data collection commence after ice is off the lakes and the growing season has started. This time frame is typically mid to late April, but will be coordinated with weather as the time frame approaches. Fees for Additional Tasks The following table includes the previous proposed scope and fees and includes the fees required to complete the additional tasks described herein. If you have any additional comments or questions, please contact me at your convenience. Respectfully submitted, Bolton & Menk, Inc. Timothy J. Olson, P.E., CFM Water Resources Project Manager Client: City of Lake Elmo Project: Slow No Wake Zone Assessments Task No. Work Task Description Project ManagerWater Resources EngineerDesign EngineerDrone OperatorSurveyorTotal Hours Total Cost 1.1 OPTIONAL: Public Education and Outreach 24 12 8 0 0 44 $5,700 2.1 OPTIONAL: Field Data Collection 32 8 4 28 12 44 $10,800 Total Hours 56 20 12 28 12 88 Subtotal $7,000 $3,000 $1,320 $3,640 $1,536 $16,500 $25,000 Ammended Total Fee $41,500 Subtotal for Optional Tasks Total for Original Scope Jane Rd N 50th St N Lake Jane Tr NHelmo Ave N55th St NHill Tr N Olson Lake Tr NHidden Bay Tr NDemontreville Tr NJamaca Ave NHillvale Ave NHillt o p Av e N44th St N Jamaca Blvd N53rd St N Deer Pond Tr NIsle Ave NHighlands Tr NJerome Ave N43rd St N 46th St N Jackpine Tr NJasper Ave NUpper 45th St N Birch Bark Tr NIvy Ct N Jane Ct N 49th St N Windbreak Tr N Irvin Ct NHeather Ridge Rd NM-243Cherrywood Tr N Hillvale Way N Heath Ave NHelmo Pl NHill Trail Ct N Hidden Bay Ct N H illv a le C ir N 4 4 th S t N 5 3 r d S t N Jamaca Ave N49 t h S t N Lake JanePerimeter 12771 ftSetups 4Control Pts 12 Lake De MontrevillePerimeter 17932 ftSetups 6Control Pts 18 Lake OlsonPerimeter 10439 ftSetups 3Control Pts 9 Map Document: N:\Proposals\Lake Elmo\No Wake Elevation Assessment\Research\Maps\DroneFlights.mxd | Date Saved: 12/12/2016 2:25:55 PMSlow No Wake Analysis City of Lake Elmo, MN Drone Flight Requirements December 2016 Summary of Drone Requirements Drone flights are often quantified based on setup and flight timesand post processing. 1) Battery life is approximately 25 minutes.2) Maximum flight distance of 1500' in either direction along shore.3) 3 survey control points per flight to tie in elevation.4) Post processing is 2 hours per lake. Legend !I Municipal Boundary Lake 0 1,000FeetSource: MnDNR, Washington Co., MnDOT Keats Ave NLake Elmo Ave N28th St N Stillwater Blvd N 20th St N 3 3 r d S t N M-236 Stillwater La 32nd St N 25th St N 24th St N30th St N 31st St N Klondike Ave NKelvin Ave NLampert Ave NKraft Cir NL a n g ly C t NLansing Ave NLaverne Ct N20th Street Ct N32nd St NKlondike Ave NLake ElmoPerimeter 26516 ftSetups 9Control Pts 27 Slow No Wake Analysis City of Lake Elmo, MN Drone Flight Requirements December, 2016 Map Document: N:\Proposals\Lake Elmo\No Wake Elevation Assessment\Research\Maps\DroneFlights2.mxd | Date Saved: 12/12/2016 2:30:23 PMSummary of Drone Requirements Drone flights are often quantified based on setup and flight timesand post processing. 1) Battery life is approximately 25 minutes.2) Maximum flight distance of 1500' in either direction along shore.3) 3 survey control points per flight to tie in elevation.4) Post processing is 2 hours per lake. Legend !I Municipal Boundary Lake 0 1,000FeetSource: MnDNR, Washington Co., MnDOT - Wenck Associates, Inc. | 7500 Olson Memorial Highway | Suite 300 | Golden Valley, MN 55427 Toll Free 800-472-2232 Main 763-252-6800 Email wenckmp@wenck.com Web wenck.com November 30, 2016 Kristina Handt City Administrator City of Lake Elmo, MN Via: email RE: Proposal for Professional Services Related to Investigating Lake No-Wake Elevations Dear Ms. Handt: Thank you for this opportunity to present this proposal to provide professional services related to investigating no-wake elevations (NWE) on Lake De Montreville, Lake Olson, Lake Jane, and Lake Elmo. This proposal is based on our phone conversation yesterday. It is our understanding that a third-party opinion of no-wake elevations on these lakes is desired. Wenck has the range of expertise required to accomplish the work and past experience on Lake Minnetonka and other lakes within the watershed districts we represent. Our proposed scope of work, budget, and schedule are provided below. Scope of Work We propose the following tasks for the investigation: · Initial field reconnaissance – site investigation of the lake shores and outlets, and research background information (established NWEs and Ordinary High Water (OHW) levels). · Locate and identify known high water damage areas. · Video the existing shoreline condition. · Compile lake level records, precipitation data, watershed information, and outlet characteristics. · Perform a spreadsheet analysis of the lake level responses to a normal precipitation year and actual responses for 2014, 2015, and 2016. · Perform a wave analyses using public domain U.S. Army Corps of Engineers methods. · Evaluate the benefits of: reducing the NWE on Lake De Montreville and Lake Olson; maintaining the existing NWE on Lake Jane, and establishing a NWE on Lake Elmo. · Prepare a report. · Present the result to the City Council. Schedule and Budget Approximately six weeks are required to complete the above work. We anticipate that part of the investigation will require open water conditions. To accommodate this, we propose to complete a draft report by the end of next April. We propose to complete the work on a time and expenses basis. Our estimated fees are $19,500. Our standard terms and conditions are attached. Kristina Handt City Administrator Novemeber 30, 2016 Page 2 of 2 2 C:\Users\TosJW0409\Documents\For regular backup\aWenck\Templates\Proposal\2016-11-30 proposal Lake Elmo.docx If this proposal is acceptable, please provide an authorized signature below. Let me know if you have any questions, or need additional information. My direct dial number is 763-252- 6831. Sincerely, Wenck Associates, Inc. Joel Toso, PE Senior Engineer Authorization to Proceed: ___________________ Signature ___________________ Title ___________________ Date GENERAL TERMS AND CONDITIONS 1 Article 1 Our Agreement 1.1 Our agreement with you consists of these General Terms and Conditions and the accompanying written proposal or authorization (Agreement). This Agreement is our entire Agreement and supersedes all prior agreements. This Agreement may be modified only in a writing signed by us, making specific reference to the provision modified. Directing us to start work prior to execution of this Agreement constitutes your acceptance of this Agreement. 1.2 The words “you,” “we,” “us,” and “our” include officers, employees, and subcontractors. 1.3 Any conflicting or additional terms in a purchase order, work order, or other form used to authorize our services are not part of our Agreement unless we specifically accept them in writing. If we cannot agree on mutually acceptable terms, we have the right to withdraw our proposal without liability to you or others, and you will compensate us for services already rendered. Article 2 Our Responsibilities 2.1 We will provide the services specifically described in our Agreement. You agree that we are not responsible for services that are not fairly included in our specific undertaking. Unless otherwise agreed in writing, our findings, opinions, and recommendations will be provided to you in writing. You agree not to rely on oral findings, opinions, or recommendations without our written approval. 2.2 In performing our services, we will use that degree of care and skill ordinarily exercised by reputable members of our profession practicing under similar circumstances in the same locality at the same time. . 2.3 Our duties do not include supervising your contractors or commenting on, overseeing, or providing the means and methods of their work, unless we accept such duties in writing. We will not be responsible for the failure of your contractors to perform in accordance with their undertakings, and the providing of our services will not relieve others of their responsibilities to you or to others. 2.4 We will provide a health and safety program for our employees, but we will not be responsible for contractor, job, or site health or safety unless we accept that duty in writing. You will provide, at no cost to us, appropriate site safety measures as to work areas to be observed or inspected by us. 2.5 Our estimates of construction or remediation costs will be based on information available to us and on our experience and knowledge. Such estimates are an exercise of our professional judgment and are not guaranteed or warranted. Actual costs may vary. You should allow a contingency in addition to estimated costs. 2.6 Locations of field observations or sampling described in our report or shown on our sketches are based on information provided by others or estimates made by our personnel. You agree that such dimensions, depths, or elevations are approximations unless specifically stated otherwise in the report. You accept the inherent risk that samples or observations may not be representative of things not sampled or seen and that site conditions may change over time. Article 3 Your Responsibilities 3.1 You agree to provide us with all site information and data to which you have access which may affect our services. We will not be responsible for locating buried objects at the site unless we accept that duty in writing. You agree to hold us harmless from claims, damages, losses, and related expenses involving buried objects that were not properly marked or identified or of which you had knowledge but did not timely call to our attention or correctly show on the plans you or others on your behalf furnished to us. 3.2 You will provide access to the site. In the course of our work some damage is normal even when due care is exercised. We will use reasonable care to minimize damage to the site but we will not be responsible for reasonable or normal damage. We have not included the cost of restoration of such damage in the estimated charges. 3.3 You agree to provide us with information in your possession or control relating to contamination at the work site. 3.4 Neither this Agreement nor the providing of services will operate to make us an owner, operator, generator, transporter, treater, storer, or a disposal facility within the meaning of the Resource Conservation Recovery Act, as amended, or within the meaning of any other law governing the handling, treatment, storage, or disposal of hazardous materials. You agree to hold us harmless and indemnify us from any such claim or loss. 3.5 Monitoring wells are your property, and you are responsible for their permitting, maintenance, and abandonment unless we accept that duty in writing. 3.6 You agree to make disclosures required by law. In the event you do not own the site, you acknowledge that it is your duty to inform the owner of the discovery or release of contaminants at the site. You agree to hold us harmless and indemnify us from claims related to disclosures made by us that are required by law and from claims related to the informing or failure to inform the site owner of the discovery of contaminants. Article 4 Reports and Records 4.1 Our reports, notes, calculations, and other documents and our computer software and data are instruments of our service to you, and they remain our property but are subject to a license to you for your use in the related project for the purposes disclosed to us. You may not transfer our reports to others or use them for a purpose for which they were not prepared without our written approval. You agree to indemnify and hold us harmless from claims, damages, losses, and expenses, including attorney fees, arising out of such a transfer or use. At your request, we will provide endorsements of our reports or letters of reliance, but only if the recipients agree to be bound by the terms of our agreement with you and only if we are paid the administrative fee stated in our then current Schedule of Charges. 4.2 Because electronic documents may be modified intentionally or inadvertently, you agree that we will not be liable for damages resulting from change in an electronic document occurring after we transmit it to you. 4.3 If you do not pay for our services in full as agreed, we may retain work not yet delivered to you and you agree to return to us all of our work that is in your possession or under your control. GENERAL TERMS AND CONDITIONS 2 4.4 Samples and field data remaining after tests are conducted and field and laboratory equipment that cannot be adequately cleansed of contaminants are and continue to be your property. They may be discarded or returned to you, at our discretion, unless within 15 days of the report date you give us written direction to store or transfer the materials at your expense. 4.5 Electronic data, reports, photographs, samples and other materials provided by you or others may be discarded or returned to you, at our discretion, unless within 15 days of the report date you give us written direction to store or transfer the materials at your expense. Article 5 Compensation 5.1 You will pay for services as agreed upon or according to our then current Schedule of Charges if there is no other written agreement as to price. An estimated cost is not a firm figure. You agree to pay all sales taxes and other taxes based on your payment of our compensation. Our performance is subject to credit approval and payment of any specified retainer. 5.2 You will notify us of billing disputes within 15 days. You will pay undisputed portions of invoices on receipt. You agree to pay interest on unpaid balances beginning 30 days after invoice dates at the rate of 1.5% per month, or at the maximum rate allowed by law. 5.3 If you direct us to invoice another, we will do so, but you agree to be responsible for our compensation unless you provide us with that person's written acceptance of all terms of our Agreement and we agree to extend credit to that person and to release you. 5.4 Your obligation to pay for our services under this Agreement is not contingent on your ability to obtain financing, governmental or regulatory agency approval, permits, final adjudication of lawsuit in which we are not involved, your successful completion of a project, receipt of payment from another, or any other event. No retainage will be withheld. 5.5 You agree to compensate us in accordance with our fee schedule if we are asked or required to respond to legal process arising out of a proceeding related to the project and as to which we are not a party. 5.6 If we are delayed by factors beyond our control, or if project conditions or the scope or amount of work change, or if changed labor union conditions result in increased costs, decreased efficiency, or delays, or if the standards or methods change, we will give you timely notice and we will receive an equitable adjustment of our compensation. 5.7 In consideration of our providing insurance to cover claims made by you, you hereby waive any right of offset as to fees otherwise due us. Article 6 Disputes, Damage, and Risk Allocation 6.1 Each of us will exercise good faith efforts to resolve disputes without litigation. Such efforts will include, but not be limited to, a meeting(s) attended by each party’s representative(s) empowered to resolve the dispute. Before either of us commences an action against the other, disputes (except collections) will be submitted to mediation. 6.2 Neither of us will be liable for special, incidental, consequential, or punitive damages, including but not limited to those arising from delay, loss of use, loss of profits or revenue, loss of financing commitments or fees, or the cost of capital. 6.3 For you to obtain the benefit of a fee which includes a reasonable allowance for risks, you agree that our aggregate liability for all claims will not exceed the proceeds from available insurance. 6.4 You agree to indemnify and defend us from all liability to others in excess of the risk allocation stated above and to insure this obligation. 6.5 The prevailing party in any action relating to this agreement shall be entitled to recover its costs and expenses, including reasonable attorney fees, staff time, and expert witness fees. 6.6 The law of the state in which our servicing office is located will govern all disputes. Each of us waives trial by jury. Article 7 General Indemnification 7.1 We will indemnify and hold you harmless from and against demands, damages, and expenses of others to the comparative extent they are caused by our negligent acts or omissions or those negligent acts or omissions of persons for whom we are legally responsible. You will indemnify and hold harmless from and against demands, damages, and expenses of others to the comparative extent they are caused by your negligent acts or omissions or those negligent acts or omissions of persons for whom you are legally responsible. 7.2 To the extent it may be necessary to indemnify either of us under Section 7.1, you and we expressly waive, in favor of the other only, any immunity or exemption from liability that exists under any worker compensation law. 7.3 You agree to indemnify us against losses and costs arising out of claims of patent or copyright infringement as to any process or system that is specified or selected by you or by others on your behalf. Article 8 Miscellaneous Provisions 8.1 We will provide a certificate of insurance to you upon request. 8.2 You and we, for ourselves and our insurers, waive all claims and rights of subrogation for losses arising out of causes of loss covered by our respective insurance policies. 8.3 Neither of us will assign or transfer any interest, any claim, any cause of action, or any right against the other. Neither of us will assign or otherwise transfer or encumber any proceeds or expected proceeds or compensation from the project or project claims to any third person, whether directly or as collateral or otherwise. 8.4 Our Agreement may be terminated early only in writing. We will receive an equitable adjustment of our compensation in the event of early termination. 8.5 If a provision of this Agreement is invalid or illegal, all other provisions shall remain in full force and effect.