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HomeMy WebLinkAboutAgenda Item No 07CITY OF LADE LSMORE � DREAM EXTREME. REPORT TO CITY COUNCIL TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: THOMAS P. EVANS INTERIM CITY MANAGER DATE: OCTOBER 23, 2012 SUBJECT: AGREEMENT FOR PROFESSIONAL DESIGN SERVICES TKE ENGINEERING, INC. SB 821 SIDEWALK IMPROVEMENTS FY 12 -13 Recommendations 1. Authorize the acceptance of SB 821 Grant FY 2012/2013 in the amount of $43,750. 2. Award the SB 821 Sidewalk Improvements FY 12 -13 Design of Heald Avenue from Lewis Street to Lowell Street and Lowell Street between Heald and Sumner Avenue to TKE Engineering, Inc. in the not to exceed amount of $38,800.00. 3. Authorize the Interim City Manager to execute the contract with TKE Engineering, Inc. 4. Authorize the use of $82,550 from Fund No. 110 Gas Tax. Background Throughout the City of Lake Elsinore there are locations that exist without sidewalks for students and residents to provide a safe route to school or other local destinations. Staff applied for the 2012/2013 SB 821 Grant cycle through the Riverside County Transportation Commission in May of 2012. The Riverside County Transportation Commission approved the 2012113 Recommended Funding in June 2012. Funding for bicycle and pedestrian facilities under SB 821 restricts payment to sidewalk construction only and other ancillary related street improvements such as curb and gutter and minor AGENDA ITEM NO. 7 Page 1 of 34 paving requires other funding sources. construction of this project. Discussion Gas Tax funding will be utilized for the The SB 821 funded sidewalk improvements are located near Elsinore Elementary School and Elsinore Middle School. The project scope will involve preparation of engineering plans and specifications for sidewalks on Heald Avenue from Lewis Street to Lowell Street and Lowell Street between Heald and Sumner. The City had requested proposals from TKE Engineering, Inc., DMC Design Group, Inc., and GHD. The top three firms are as follows: TKE Engineering, Inc. (Riverside, CA) DMC Design Group, Inc. (Corona, CA) GHD, Inc., (San Diego, CA) Because of their experience with the 2011/12 SB821 project, TKE Engineering, Inc. was selected as the most qualified to perform the required scope of work for this project. With the completion of these missing sidewalk segments, students and members of the traveling public will be able to utilize the whole system of sidewalks in this area. FISCAL IMPACT This project is being funded from SB 821 and Gas Tax. The estimated project cost is $126,300. SB821 Bicycle and Pedestrian Fund $ 43,750 Fund 110 Gas Tax Design /Construction Services 82,550 Estimated Total Project Cost: $126,300 The design fee is a "Not to Exceed" fee unless change orders are issued by the City. During the design phase if the estimated construction cost exceeds the preliminary budget due to unanticipated design issues the Engineering Division will adjust the project budget in the next budget cycle. Anticipated Project Schedule Award Notice to Proceed Submit Construction Documents Start Bid Open Bids Award Construction Contract Start Construction October 23, 2012 November 12, 2012 January 28, 2013 February 11, 2013 March 13, 2013 March 26, 2013 April 29, 2013 Page 2 of 34 Prepared by: Peter Ramey 62C, Project Engineer y� Approved by: Ken Seumalo 1011 Director of Public Works Approved by: James Riley Director of Ad imstrative Services Approved by: Thomas P. Evan p Interim City Mana r ' Attachments: Agreement for Professional Services Exhibit A Consultant Proposal Exhibit B Consultant Compensation Exhibit C List of Subconsultants Exhibit D Certificate of Exemption Workman's Compensation Page 3 of 34 Page 4 of 34 AGREEMENT FOR PROFESSIONAL SERVICES This Agreement for Professional Services (the "Agreement") is made and entered into as of the _ day of , 2012, by and between the City of Lake Elsinore, a municipal corporation ( "City") and TKE Engineering. Inc. ( "Consultant "). RECITALS A. Consultant is specially trained, experienced and competent to perform the special services which will be required by this Agreement. B. Consultant possesses the skill, experience, ability, background, certification and knowledge to provide the services described in this Agreement on the terms and conditions described herein. C. City desires to retain Consultant to render professional consulting services and related work as set forth in this Agreement. AGREEMENT 1. Scope of Services. Consultant shall perform the services described on Exhibit "A" which is attached hereto and incorporated herein by reference. Consultant shall provide said services at the time, place, and in the manner specified in Exhibit "A ", subject to the direction of the City through its staff that it may provide from time to time. 2. Time of Performance. The services of Consultant are to commence upon execution of this Agreement and shall continue for a period of one (1) year. 3. Compensation. Compensation to be paid to Consultant shall be in accordance with the Schedule of Charges set forth in Exhibit "B ", which is attached hereto and incorporated herein by reference. In no event shall Consultant's compensation exceed $3a.a00.00 without additional authorization from the City. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment. 4. Method of Payment. Consultant shall submit monthly billings to City describing the work performed during the preceding month. Consultant's bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than 30 days after approval of the monthly invoice by City staff. When payments made by City equal 90% of the maximum fee provided for in this Agreement, no further payments shall be made until the final work under this Agreement has been accepted by City. 5. Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from City. Extra work will be invoiced separately from services performed in accordance with the Scope of Services. Page 5 of 34 6. Termination. This Agreement may be terminated by the City immediately for cause or by either party without cause upon thirty (30) days' written notice of termination. Upon termination, Consultant shall be entitled to compensation for services performed up to the effective date of termination. 7. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant's expense, provide such reports, plans, studies, documents and other writings to City upon written request. City acknowledges that any use of such materials in a manner beyond the intended purpose as set forth herein shall be at the sole risk of the City. City further agrees to defend, indemnify and hold harmless Consultant, its officers, officials, agents, employees and volunteers from any claims, demands, actions, losses, damages, injuries, and liability, direct or indirect (including any and all costs and expenses in connection therein), arising out of the City's use of such materials in a manner beyond the intended purpose as set forth herein. a. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works- of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ( "Documents & Data "). Consultant shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. b. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs relating to project for which Consultant's services are rendered, or any publicity pertaining to the Consultant's services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 2 Page 6 of 34 8. Consultant's Books and Records a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant to this Agreement. b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant's address indicated for receipt of notices in this Agreement. d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant's business, City may, by written request by any of the above -named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant's representatives, or Consultant's successor -in- interest. 9. Independent Contractor. It is understood that Consultant, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and shall not act as an agent or employee of the City. Consultant shall obtain no rights to retirement benefits or other benefits which accrue to City's employees, and Consultant hereby expressly waives any claim it may have to any such rights. 10. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant's services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant: a. will conduct research and arrive at conclusions with respect to his /her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a) (2).) 3 Page 7 of 34 11. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant's field of expertise. 12. Compliance with Laws. Consultant shall use the standard of care in its profession to comply with all applicable federal, state and local laws, codes, ordinances and regulations. 13. Licenses. Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. 14. Indemnity. Consultant agrees to defend, indemnify and hold harmless the City, its officers, officials, agents, employees and volunteers from and against any and all claims, demands, actions, losses, damages, injuries, and liability, direct or indirect (including any and all costs and expenses in connection therein), arising out of the performance of this Agreement or its failure to comply with any of its obligations contained in this Agreement, except for any such claim arising out of the sole negligence or willful misconduct of the City, its officers, agents, employees or volunteers. 15. Insurance Requirements. a. Insurance. Consultant, at Consultant's own cost and expense, shall procure and maintain, for the duration of the contract, the following insurance policies. i. Workers' Compensation Coverage. Consultant shall maintain Workers' Compensation Insurance and Employer's Liability Insurance for his /her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers' Compensation Insurance and Employer's Liability Insurance in accordance with the laws of the State of California for all of the subcontractor's employees. Any notice of cancellation or non - renewal of all Workers' Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. In the event that Consultant is exempt from Workers' Compensation Insurance and Employer's Liability Insurance for his /her employees in accordance with the laws of the State of California, Consultant shall complete and submit to the City a Certificate of Exemption from Workers Compensation Insurance in the form attached hereto as Exhibit D. 0 Page 8 of 34 ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non - owned, vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence. iv. Professional Liability Coverage. Consultant shall maintain professional errors and omissions liability insurance for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant's operations under this Agreement, whether such operations by the Consultant or by its employees, subcontractors, or subconsultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims -made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing an A.M. Best's rating of no less than A: VII and shall be endorsed with the following specific language: i - The City, its elected or appointed officers, officials, employees, agents and volunteers are to be covered as additional insured's with respect to liability arising out of work performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work or operations. ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self- insured retention the City may have shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company. iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. V. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers,. officials, employees, agents, or volunteers. 5 Page 9 of 34 vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City. C. Deductibles and Self- Insured Retentions. Any deductibles or self- insured retentions must be declared to and approved by the City. At the City's option, Consultant shall demonstrate financial capability for payment of such deductibles or self- insured retentions. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. 16. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section. If to City: City of Lake Elsinore Attn: City Manager 130 South Main Street Lake Elsinore, CA 92530 If to Consultant: TKE Engineering, Inc. Attn: Michael P. Thornton, P.E.,P.L.S. 2305 Chicago Avenue Riverside, CA 92507 17. Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between the City and Consultant. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement. 18. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney. 19. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors listed in Exhibit "C ". Consultant shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit "C" without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law. 0 Page 10 of 34 20. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement. 21. Severabilitv. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 22. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside. 23. Litigation Expenses and Attorneys' Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys' fees. 24. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS /ENDISPUTE ( "JAMS ") or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation. 25. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 26. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and to bind each respective party. 27. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising there from. Page 11 of 34 28. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non - discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. IN WITNESS WHEREOF the parties have caused this Agreement to be executed on the date first written above. CITY OF LAKE ELSINORE: ATTEST: City Clerk APPROVED AS TO FORM: City Attorney 0 CONSULTANT: Page 12 of 34 EXHIBIT "A" SCOPE OF SERVICES Page 13 of 34 PROJECT UNDERSTANDING The City of Lake Elsinore (City) desires to retain a professional engineering consultant to provide civil design, design survey and geotechnical support required to prepare plans, specifications and estimates (PS &E) for approximately 1400 linear feet of sidewalk and missing curb and gutter improvements along Heald Avenue from Lewis Street to Lowell Street and along Lowell Street between Heald Avenue and Sumner Avenue. The project will include installation of missing sidewalk and ADA ramps, curb and gutter segments, along with minor street widening and signing and striping improvements. In order to complete the project, the City requires a consultant to determine existing right -of -way limits, property lines and corners and provide survey, design, and utility coordination support for the preparation of the plans, specifications and estimates. TKE will provide coordination with all required utility agencies to complete the project design including, but not limited to Riverside County Flood Control and Water Conservation District, City of Lake Elsinore, and Regulatory Agencies. TKE Engineering, Inc. (TKE), was established in 2000, and in the last twelve years has developed into one of Southern California's premier full service consulting A /E /C firms. TKE was established with the goal of providing turnkey service for municipal projects in order to benefit our community. As a result of the focus of the firm on this mission, TKE has earned a reputation for thoroughness, rapid turnaround, cost efficiency and overall quality of work. We are a highly motivated, dynamic firm with the goal of being your preferred consultant. City of Lake Elsinore — Request for Proposal for Design Services — SB 821 Sidewalk Improvement FY 12 -13: Heald Avenue from Lewis Street to Lowell Street and Lowell Street between Heald Avenue and Sumner Avenue Page 14 of 34 PROJECT APPROACH Successful project delivery is our goal. Our definition of successful project delivery is: • Project completion that meets all project requirements • Project completion on schedule • Project completion within budget I Our goal is not limited to the design of the projects only, but includes the incorporation of value engineering and constructability review. Through the examination of specific design alternatives, we will identify the most cost effective project alternative that meets design requirements and will provide for the greatest opportunity for expedited construction, which allows us to consistently deliver projects that use public resources in a very wise and responsible manner. We have developed this project approach in order to maintain an expertise in our core business of smaller projects with tight budgetary constraints. Our approach to your project, recognizing that schedule, funding source, environmental compliance and budget are of primary concern, dictates that design and construction decisions must be made quickly but carefully. When this is coupled with the various constraints present with any project, it is critical that the City choose a consultant with a proven track record of delivering. With a familiar team of senior level design and construction professionals, TKE is the right choice for this project. With projects of this nature, our experience tells us that there must be a proactive approach to completing the work in order to meet requirements. This approach includes early identification of critical design elements, familiarity with permitting requirements, and accurate cost estimating throughout the entire process. In preparing this proposal, our team reviewed the project site, existing infrastructure, and project schedule to establish key issues so we can be prepared to mobilize on a moment's notice to assist you. Critical Issues Improvement Transitions For sidewalk projects, transitions to existing improvements are typically the most challenging component of design. Transitions will require that improvements be constructed at locations where some of the streets intersecting Lakeshore Drive are not improved and will likely be improved in the future. Therefore, the proposed improvements must be constructed so that no reconstruction of permanent improvements can be completed and interim transitions are safe and functional. For private improvements, it is important to identify any private improvements such as fences, walls, and landscaping that may be impacted by the improvements. TKE will identify such impacts early during project design and will develop an action plan for working with residents that may be impacted. Our goal will be to complete street design that will adequately convey drainage at the same time as minimizing private property impacts. Utility Coordination Based on field review, it appears that some utilities may require adjustment. These facilities include water valves, gas valves and manholes. Again, we will identify these facilities early in project design to begin coordination at the earliest opportunity. Agencies that maintain private utilities can be cumbersome in getting facilities adjusted. Early coordination will prevent project delays. Accurate Cost Estimating Because of the limited budget, it is vital to keep costs controlled. Our approach to controlling costs is to provide frequent and accurate cost estimates by using TKE's detailed cost estimating database. In addition to using this database, TKE utilizes our considerable experience with Construction Management to assist in providing constructabilitv reviews and cost estimating based Of La Ke eismore — KequesT Tor rroposai Tor Liesign services — so oci siaewam Improvement FY 12 -13: Heald Avenue from Lewis Street to Lowell Street and Lowell Street between Heald Avenue and Sumner Avenue Page 15 of 34 on current information from our on -going projects. Finally, with the current economic climate, construction costs are widely varying. We will also discuss the project's elements with local contractors to assure that we have the most current construction information available so that the City can get the most "bang for their buck ". City of Lake Elsinore — Request for Proposal for Design Services — SB 821 Sidewalk Improvement FY 12 -13: Heald Avenue from Lewis Street to Lowell Street and Lowell Street between Heald Avenue and Sumner Avenue Page 16 of 34 SCOPE OF WORK Based upon a field visit and preliminary project research, we have prepared the following Scope of Professional Services that will lead to the City successfully completing the construction of the subject project. Herein we identify and describe each task required for project completion and provide a list of deliverables where it applies. Task No. 1 Project Management TKE's Project Manager will be responsible for the entire project team. He will attend all meeting, prepare agendas and corresponding meeting minutes together with collection of signatures for meeting attendees (sign -in sheets). He will meet with the City at appropriate times and will meet with agencies, residents, property owners, and utilities in addition to the meetings presented below. He will also update the project budget and schedule prior to each City meeting for discussion with staff. Task No. 2 Initial Kick Off' Meeting Prior to commencement of services, we propose to meet City staff to review project obligations and to discuss all project requirements in detail. In addition, we will discuss the project's scope of services and our detailed project schedule. We also utilize this meeting to reach agreement on a communication protocol and to acquire City existing utility plans. Task No. 3 Records Research We will thoroughly research existing utility records and acquire copies of all available records. The purpose of the records research is to assemble survey records to establish locations of street centerlines and street rights -of -way and determine locations of all existing utilities and improvements. The research will consist of assembling copies of assessors' maps, tract maps, parcel maps, monument ties, benchmark data, corner records, street improvement plans, and utility drawings. We will request the City provide copies of available pertinent City records, such as survey ties, benchmarks, and street, and /or drain improvement plans. We will notify Underground Service Alert to acquire a complete list of underground utility purveyors. The utility drawings will include existing drawings from the City, and drawings and /or atlas maps from all private utility companies, and /or agencies. We will confer and coordinate with the following agencies as well as any additional agencies listed in the Underground Service Alert: ➢ Elsinore Valley Water District ➢ Riverside County Flood Control Water Conservation District ➢ AT &T Telephone ➢ Verizon (GTE) Telephone ➢ Southern California Gas Co. ➢ Southern California Edison ➢ Cable Television Agencies City of Lake Elsinore We will send first utility notice letters to all listed utility companies and agencies requesting their data. We will maintain copies of the letters and correspondence for future reference. We shall also provide the City with a complete copy of all correspondence with all utility companies. We will prepare a brief outline of all utility relocation costs to be incurred by the City, as well as impacts to the project schedule for any utility relocations and include it with our utility correspondence package. Task No. 4 Design Surveying TKE will conduct a conventional design survey. Our field survey crew will locate existing street centerline monuments. The crew will measure the horizontal angle, horizontal distance, and vertical elevation difference between monuments. We will complete a traverse for each survey to ensure closure. Elevations will be tied to existing City benchmarks. We will collect appropriate detail as required including trees, walkways, sidewalks, driveways, curbs, gutters, cross gutters, fire hydrants, water valves, manholes, water meters, signs, street lights, power poles, fences, channel structure, traffic signal loops and all other visible features. We will measure invert and rim elevations for all sewer and storm drain utilities. Our crews will set 100 -foot stationing and measure existing topography at 50 -foot intervals )T LaKe msmore - tcequesc Tor vroposan Tor uesign services - ao oca awewalK Improvement FY 12 -13: Heald Avenue from Lewis Street to Lowell Street and Lowell Street between Heald Avenue and Sumner Avenue Page 17 of 34 a minimum of 25 -feet beyond the existing edge of pavement and further where necessary and a minimum of 100 -feet beyond the existing and future curb returns at all intersections to verify proposed design is consistent with existing improvements. The crew will set temporary benchmarks within the project limits and each will be shown on the drawings. Results of the survey will be submitted to the City in digital and hard copy format. Task No. 5 Base Construction Drawings We will prepare the base construction drawings on 24" by 36" sheets with the City's standard title block using AutoCAD 2010 software, utilizing the City's layering system, at a drawing scale of 1 " =20'. The base construction drawings will include a plan view based on conventional survey data. We will add the sheet north arrow, graphic scale, existing improvements and utilities (based on both assembled records and field data), property lines, public and private right -of -way, easement areas, assessor parcel numbers, street centerline, street names, building locations, water service location; sewer manhole lids and water valve lids; cross gutters; driveways, pedestrian ramps; traffic stripes and legends; curb returns; details of private improvements, fences, gates, irrigation systems, mailboxes, trees and landscaping, and survey data to the plan view portion of the drawings. Once the base drawings are complete, we will perform a careful field review to ensure all underground facilities are shown correctly. Task No, 6 35% Design 35% Design will include preparation of preliminary construction drawings, preliminary technical specifications, and preliminary construction estimates. For the drawings, we will prepare a title sheet, construction notes sheet, demolition plan sheets, plan /profile sheets, and necessary detail sheets. The title sheet shall include the title of the job, a vicinity map showing the City in relationship to surrounding communities, a location map showing the project limits, a list of abbreviations used, benchmark data, general notes, construction notes and quantities, an index for the drawings, list of utilities with phone numbers, and references on the City's standard title block. The construction note sheet will show general construction notes and project specific requirements. The demolition sheet will show existing improvement demolition including limits of pavement removal, saw cutting locations and limits and concrete cross gutters and curbs, if required. In addition, the plan will specify relocation of private improvement such as mailboxes fences, etc. as required. Plan /profile sheets will show proposed improvements including sidewalk improvements, cross - gutters, driveways, pavement limits, overlay limits, signs, traffic strips, existing utility relocations (if any), water service relocations, and manhole, valve, and vault cover grade adjustments. For the profile portion of the drawings, we will show existing and proposed elevations at centerline and existing edge of pavement on both sides of the streets with appropriate design data together with proposed top of curb elevations. The cross - sections sheet will show typical sections at appropriate drawing scales. The sections will be dimensioned and construction and demolition notes will be shown. In addition, rights -of -way and limits of work will be shown. Construction drawings will show proposed street For the specifications, we will amend the City geometrics including locations of proposed curb, Standards Technical Provisions as required for the drive approaches, pedestrian improvements, projects. The construction specifications will be spandrals, cross gutters, and inlet features. In prepared in Microsoft Word (2007 Version) format addition, preliminary grades will be prepared to in accordance with City standards. establish project grading requirements. Proposed improvements will be designed in accordance with In addition, we will prepare quantity estimates for the City's current street design standards and all proposed improvements prepared using an specifications for ultimate street widening. The excel spreadsheet showing an itemized proposed improvements will be designed to construction cost breakdown. Descriptions of minimize grading and earthwork. City of Lake Elsinore — Request for Proposal for Design Services — SB 821 Sidewalk Improvement FY 12 -13: Heald Avenue from Lewis Street to Lowell Street and Lowell Street between Heald Avenue and Sumner Avenue Page 18 of 34 work, unit prices, and quantities will be included Task No. 11 Final Documents in the spreadsheet. Final documents will include incor oration f C't 35% Design (preliminary construction drawings, preliminary technical specifications, preliminary construction estimates, completed geotechnical report, and environmental compliance documents and approvals) will be submitted with a project summary memorandum together with an updated project schedule, utility contact matrix, stakeholder meeting summary, and internal plan review documentation. Task No, 7 Coordination with Agencies/ Utilities After 35% design is complete, plans will be sent to agencies, having facilities in the project areas requesting that they verify their facilities are shown correctly and that they furnish any construction requirements they desire. We will highlight each agency's facilities and advise each of potential conflicts and relocation requirements. We will request that they respond within two weeks and we will follow up with telephone calls to confirm all agency requirements have been incorporated. We will document all conferences with utilities and agencies and copy the City via e- mail. We will coordinate with Caltrans to obtain design comments for project approval. Task No. 8 35% Design Review Meeting After the City has completed its review, we will meet with City staff to acquire Staff's comments. Task No. 9 85% Design 85% design will include incorporation of City comments, final street design, and Storm Water Pollution Plan (based on City's latest requirements). We will verify that the project will comply with ADA design requirements and that adequate drainage will be achieved. 85% Design will be submitted with a project summary memorandum together with an updated project schedule, updated cost estimate, and internal plan review documentation. Task No. 10 85% Design Review Meeting After the City has completed its review, we will meet with City staff to acquire Staff's comments. P o �Y final comments for public bidding. Final documents will include mylars and hard copy specifications with signatures and electronic copies of final documents. Task No. 12 Final Coordination with Agencies/ Utilities After the final drawings are approved by the City, we will again submit them to all agencies /utilities having underground facilities in the project area requesting that they verify their facilities are shown correctly and we will advise them of the project construction schedule and relocation requirements. In addition, we will coordinate final relocation construction prior to project bidding. We will document all meetings and conferences with utilities and agencies. PROJECT SCHEDULE TKE will complete services in accordance with the City desired schedule; a proposed schedule is enclosed as Attachment 'B'. City of Lake Elsinore — Request for Proposal for Design Services — SS 821 Sidewalk Improvement FY 12 -13: Heald Avenue from Lewis Street to Lowell Street and Lowell Street between Heald Avenue and Sumner Avenue Page 19 of 34 Additions and Exceotions TKE has reviewed the City's standard form of agreement and takes no exception to the requirements of the standard contract or RFP requirements. TKE currently holds all insurance requirements requested in the RFP and will provide the City with proof of coverage upon selection. All required City forms have been completed and are included in Attachment 'D'. Statements A. The RFP is incorporated in its entirety as a part of TKE's proposal. B. The RFP and TKE's proposal will jointly become part of the Agreement for Professional Consultant Services for this project when said Agreement is fully executed by TKE and Mayor or City Manager of Lake Elsinore. C. TKE's services and fees provided will be in accordance with the City's RFP as specified under the heading "Additions or Exceptions to the City's RFP." D. We have included the Additions or Exceptions in Section 9. E. TKE's experience has been provided in Attachment 'A.' F. Please see resource allocation matrix in Attachment `C.' G. TKE acknowledges and understands that we will not be allowed to change the sub - consultant without written permission from the City. H. All charges for TKE's services are a "Not -to- Exceed Fee." I. TKE will document and provide the results of the work to the satisfaction of the City. This may include preparation of field and final reports, or similar evidence of attainment of the Agreement objectives. J. TKE will immediately document and notify the City of any defects or hazardous conditions observed in the vicinity of the project site prior, during, or after the survey work. K. TKE's fee schedule breakdown, rate schedule, and Elements of Compensation form are included in a separate sealed envelope. L. TKE will not discriminate against any employee or applicant for employment because of race, color, religion, sex or national origin. M. All federal laws and regulations shall be adhered to notwithstanding any state or local laws and regulations. N. TKE shall allow all authorized federal, state, county, and City officials access to place of work, books, documents, papers, fiscal, payroll, materials, and other relevant contract records pertinent to this special project. City of Lake Elsinore — Request for Proposal for Design Services — SB 821 Sidewalk Improvement FY 12 -13: Heald Avenue from Lewis Street to Lowell Street and Lowell Street between Heald Avenue and Sumner Avenue Page 20 of 34 O. TKE shall comply with the Davis -Bacon Fair Labor Standards Act (40 USC 276 -a through a -7) and the implementation regulations issued pursuant thereto (29 CFR Section 1, 5), any amendments thereof and the California Labor Code. P. TKE shall comply with the Copeland Anti - Kickback Act (18 USC 874) and the Implementation Regulation (29 CFR 3) issued pursuant thereto, and any amendments thereof. Q. TKE offers and agrees to assign to the City all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 USC Sec. 15) or under the Cartwright Act (Chapter 2 [commencing with Section 16700] of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, services, or materials and become effective at the time the City tenders final payment to TKE, without further acknowledgement by the parties. R. TKE acknowledges that no DBE goals have been set for this project. S. Complete Disclosure of Lobbying Activities form is attached in Attachment'D.' T. Complete List of Subconsultants form is attached in Attachment'D.' City of Lake Elsinore — Request for Proposal for Design Services — SS 821 Sidewalk Improvement FY 12 -13: Heald Avenue from Lewis Street to Lowell Street and Lowell Street between Heald Avenue and Sumner Avenue Page 21 of 34 Page 22 of 34 m N {� m� N N N A N � O N � � m ACC �J r T N y� N mF N Yc M a w w ❑ r N e �- O� N � m N ' IN M°- m - -.. --- - - - - -- -------------- - - -- -- _._--- - - - - -- r N A N N o O N ' 4%. >- N o E U) L �).L w C m E N N3 E m a W (n a) .D ` �'n N' 00 p_) LO CO CO U _ 0 y 'c cc m m a u r N r r r r r r ' r r r it O OOp co N LL 41 -:H IL lL j F .F LL. N > Y m0 V a a � � 8 t ❑ Q F 0 E m m Y K J y 0 m N T a m N �° Y c� rn v c U ''.� ❑ '� f d C ".K ❑ m ❑ N M < m m r m O+ O N Q ry a❑ Page 22 of 34 EXHIBIT "B" ELEMENTS OF COMPENSATION Page 23 of 34 ro J , \` ,,NGINE August 27, 2012 T K E E N G IN EE R I NG, I N C. Mr. Peter Ramey, P.E., Project Manager City of Lake Elsinore Engineering Department 130 South Main Street Lake Elsinore, CA 92530 Subject: Not -to- Exceed Fee for Design Services for SB 821 Sidewalk Improvement FY 12 -13: Heald Avenue from Lewis Street to Lowel Street and Lowell Street between Heald Avenue and Sumner Avenue Dear Mr. Ramey: TKE Engineering, Inc. will provide the services described in our proposal in accordance with the fee breakdown table enclosed. Our complete fee for the project is $38,800. Thank you for the opportunity to submit our proposal. If you have any questions or need additional information, please advise. Sincerely, Michael P. Thornton, P.E., P.L.S., M.S. President TKE ENGINEERING, INC. Enclosures: Fee Schedule Rate Schedule Elements of Compensation Form 2 3 0 5 C h i c a g o A v e n u e • R i v e r s i d e C a l i f o r n i a 9 2 5 0 7 ( 9 1) 6 8 0 - 0 4 4 0 • Fax (9 51) 6 8 0- 0 49 0Page24of34 w w w. t k e e n g i n e e r i n g. c o m Page 25 of 34 | (!( 3 .. ..... ¥. , \---- .. - - - - -- �§ i- -� - �- -� - ; -: !\ . k� \ |� « !!!!! / \ ! ---- - - -. -- z � \�,�,� a mr!!$ )! \ i;® ! .!2 zfe; Page 25 of 34 TKE ENGINEERING, INC. HOURLY RATE Project Manager /Construction Manager /Licensed Surveyor ............................ $120.00 Senior Engineer /Project Engineer (PE) /Senior Plan Checker .......................... $110.00 Associate Engineer ....................................................... ............................... $100.00 Assistant Engineer /Plan Checker ................................... ............................... $ 90.00 AutoCAD Technician ...................................................... ............................... $ 90.00 Engineering Technician ................................................. ............................... $ 50.00 Clerical........................................................................ ............................... $ 55.00 Forensic Engineering ..................................................... ............................... $150.00 Expert Witness Testimony ............................................ ............................... $250.00 SURVEYING SERVICES 2 -Man Survey Crew ....................................................... ............................... $180.00 CONSTRUCTION SERVICES Construction Inspector .................................................. ............................... $ 85.00 Carlrruck for Construction Services Personnel ............... ............................... $ 60.00 /Day REIMBURSABLE COSTS In -house Reproduction .................................................. ............................... Cost Printing and Materials .................................................... ............................... Cost Express Mail /Courier /Next Day Service .......................... ............................... Cost Special Subconsultant Services .................................... ............................... Cost For the satisfactory performance and completion of the Services under this agreement, the City will pay the Consultant compensation as set forth herein. The total compensation for this service shall not exceed ( INSERT WRITTEN DOLLAR AMOUNT ) ($ INSERT NUMERICAL DOLLAR AMOUNT ) without written approval of City's City Manager (or applicable position) ("Total Compensation') ELEMENTS OF COMPENSATION Compensation for the services will be comprised of the following elements: 1.1 Direct Labor Costs; 1.2 Fixed Fee, and; 1.3 Additional Direct Costs. 1.1 DIRECT LABOR COSTS Direct Labor Costs shall be paid in an amount equal to the product of the Direct Salary Costs and the Multiplier, which are defined as follows: 1.1.1 Direct Salary Costs Direct Salary Costs are the base salaries and wages actually paid to the Consultant's personnel directly engaged in performance of the Services under the Agreement. (The range of hourly rates paid to the Consultant's personnel appears in Section 2 below) 1.1.2 Multiplier The multiplier to be applied to the Direct Salary Costs to determine the Direct Labor Costs is 2 . 70 , and is the sum of the following components: 1.1.2.1 Direct Salary Costs: 1.0 1.1.2.2 Payroll Additives 0.52 The decimal ratio of Payroll Additives to Direct Salary Costs. Payroll Additives include all employee benefits, allowances for vacation, sick leave, and holidays, and company portion of employee insurance and social and retirement benefits, all federal and state payroll taxes, premiums for insurance which are measured by payroll costs, and other contributions and benefits imposed by applicable laws and regulations. 1.1.2.3 Overhead Costs 1.18 The decimal ratio of allowable Overhead Costs to the Consultant firm's total direct salary costs. Allowable Overhead Costs include general, administrative and overhead costs of maintaining and operating established offices, and consistent with established firm policies, and as defined in the Federal Acquisitions Regulations, Part 31.2. Total Multiplier 2.70 (Sum of 1.1.2.1, 1.1.2.2, and 1.1.2.3) Page 27 of 34 1.2 FIXED FEE 1.2.1 The fixed fee (Not to Exceed) is $ 38, 800 1.2.2 A pro -rata share of the Fixed Fee shall be applied to the total Direct Labor Costs expended for services each month, and shall be included on each monthly invoice. 1.3 ADDITIONAL DIRECT COSTS Additional Direct Costs directly identifiable to the performance of the services of this Agreement shall be reimbursed at the rates below, or at actual invoiced cost. Rates for identified Additional Direct Costs are as follows: Item Reimbursement Rate (insert charges) Per Diem $60.00 /day Car mileage $0.60 /mile Travel $N /A /trip Computer Charges $10.00 /hour Photocopies $0.05 /copy Blueline $1.20 /sheet LD Telephone $N /A /call Fax $0.05 /sheet Photographs $1.00 /sheet Travel by air and travel in excess of 100 miles from the Consultant's office nearest to the City's office must have the City's prior written approval to be reimbursed under this agreement. 2. DIRECT SALARY RATES Direct Salary Rates, which are the range of hourly rates to be used in determining Direct Salary Costs in Section 1. 1.1 above, are given below and are subject to the following: 2.1 Direct Salary Rates shall be applicable to both straight time and overtime work, unless payment of a premium for overtime work is required by law, regulation or craft agreement, or is otherwise specified in this Agreement. In such event, the premium portion of Direct Salary Costs will not be subject to the Multiplier defined in Paragraph 1. 1.2 above. 2.2 Direct Salary Rates shown herein are in effect for one year following the effective date of the Agreement. Thereafter, they may be adjusted annually to reflect the Consultant's adjustment to individual compensation. The Consultant shall notify the City in writing prior to a change in the range of rates included herein, and prior to each subsequent change. Page 28 of 34 3. POSITION or CLASSIFICATION (Sample) Principal Project Manager Sr. Engineer / Planner Project Engineer /Planner Assoc. Engineer/ Planner Technician Drafter / CADD Operator Word Processor RANGE OF HOURLY RATES $120.00 $10.00 $110.00 $100.00 $50.00 $90.00 $55.00 2.3 The above rates are for the Consultant only. All rates for subconsultants to the Consultant will be in accordance with the Consultant's cost proposal. INVOICING 3.1 Each month the Consultant shall submit an invoice for Services performed during the proceeding month. The original invoice shall be submitted to the City's Executive Director with two (2) copies to the City's Project Coordinator. 3.2 Charges shall be billed in accordance with the terms and rates included herein, unless otherwise agreed in writing by the City's Representative. 3.3 Base Work and Extra Work shall be charged separately. The charges for each task and Milestone in the Scope of Services shall be listed separately. The charges for each individual assigned by the Consultant under this Agreement shall be listed separately on an attachment to the invoice. 3.4 A charge of $500 or more for any one item of Additional Direct Costs shall be accompanied by substantiating documentation satisfactory to the City such as invoices telephone logs, etc. 3.5 Each copy of each invoice shall be accompanied by a Monthly Progress Report and spreadsheets showing hours expended by task for each month and total project to date. 3.6 Each invoice shall indicate payments to DBE subconsultants or supplies by dollar amount and as a percentage of the total invoice. 3.7 Each invoice shall include a certification signed by the Consultant's Representative or an officer of the firm, which reads as follows: I hereby certify that the hours and salary charged in this invoice are the Actual hours and rates worked and paid to the employees listed. Signed Title _ Date _ Invoice No. Page 29 of 34 4. PAYMENT 4.1 The City shall pay the Consultant within four to six weeks after receipt by the City of an original invoice. Should the City contest any portion of an invoice, that portion shall be held for resolution,. without interest, but the uncontested balance shall be paid. 4.2 The final payment for Services under this Agreement will be made only after the Consultant has executed a Release and Certification of Final Payment. Page 30 of 34 EXHIBIT "C" LIST OF SUBCONSULTANTS Page 31 of 34 LIST OF SUBCONSULTANTS PROJECT NAME: SB 821 Sidewalk Improvement FY 12 -13 PROJECT CONSULTANT NAME: TKE Engineering Inc. NAME TELEPHONE ADDRESS CITY. STATE ZIP Duplicate this form as necessary to report all subconsultant(s) .TANT'S Page 32 of 34 EXHIBIT "D" CERTIFICATE OF EXEMPTION WORKMANS COMPENSATION Page 33 of 34 CERTIFICATE OF EXEMPTION FROM WORKERS COMPENSATION INSURANCE I hereby certify that in the performance of the work for which this Agreement is entered into, I shall not employ any person in any manner so as to become subject to the Workers' Compensation Laws of the State of California Page 34 of 34