HomeMy WebLinkAboutAgenda Item No 16CITY OF inn
LAKE� , LSINOIZE
?` DREAM EXTREME.
REPORT TO CITY COUNCIL
TO: HONORABLE MAYOR
AND MEMBERS OF THE CITY COUNCIL
FRO M: TOM EVANS
INTERIM CITY MANAGER
DATE: OCTOBER 23, 2012
RE: BUILDING PLAN CHECK PROFESSIONAL SERVICES AGREEMENT —
SCOTT FAZEKAS & ASSOCIATES
Recommendation
Authorize the City Manager to enter into the attached professional services contract
with Scott Fazekas & Associates to provide plan check services for a three year term
ending June 30, 2015, subject to minor modifications as may be approved by the City
Attorney.
Background
When new construction plans are submitted for structural plan check they must be
reviewed to make sure they comply with all applicable building codes and requirements.
In order to expedite the plan check process, reduce cost and improve customer service,
the City of Lake Elsinore has historically contracted for these services through an
outside firm. This procedure provides for a more consistent and efficient approval
process for the applicant.
Discussion
Scott Fazekas & Associates has been the main provider of building plan check services
to the City for a number of years. The firm is very familiar with the City's requirements
and they have always been able to provide professional plan check services in a timely
manner. Additionally, their outstanding service record and level of quality work has
proven their dedication, value and expertise expected by both staff and the public.
As a result of their continued performance, staff would like to extend Scott Fazekas &
Associates' contract services for an additional three year period. The contract, if
approved, would extend through fiscal year 2014 -15, and would be open for renewal in
AGENDA ITEM NO. 16
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Building Professional Plan Check Services Agreement
October 23, 2012
Page 2
June 2015. The fees for services will remain unchanged from the previous contract
period.
Fiscal Impact
None. Plan check fees are paid for by the applicant as part of the development
process. SFA receives 70% of the plan check fees received by the City.
Prepared by: Bill Belvin�
Building Official
Reviewed by: Warren Morelion, AICP Y
Acting Director of Community Development
Approved by: Tom Evans
Interim City Man
Attachments:
1. Professional Services Agreement
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AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement for Professional Services (the "Agreement ") is made and entered
into as of this 23 day of October 2012, by and between the City of Lake Elsinore, a
municipal corporation ( "City "), and Scott Fazekas and Associates, 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 in the
"Scope of Services" attached as Exhibit "A" and incorporated herein by reference.
Consultant shall provide said services at the time, place, and in the manner as specified in
Exhibit "A ", subject to the direction of the City through its staff.
2. Time of Performance. The services of Consultant are to commence upon
execution of this Agreement and shall continue until June 30, 2015 years unless earlier
terminated pursuant to Section 6 of this Agreement. City may evaluate Consultant's
performance annually.
3. Compensation. Compensation shall be in accordance with Exhibit "B" and
the authorization of the City Council. 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 be
broken up by project such that the City receives a separate accounting for work done on
each individual project for which Consultant provides services. 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.
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 work which is
determined by City to be outside of the scope of the Scope of Services attached hereto as
Exhibit "A ". Consultant shall not perform Extra Work without written authorization from
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City. Extra work will be invoiced separately from services performed in accordance with
the Consultant Compensation attached hereto as Exhibit "B ".
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 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, but shall not include any license for
the City's use of Consultant's proprietary software or other intellectual property
( "Documents & Data "). Consultant represents and warrants that Consultant has the legal
right to license any and all Documents & Data. 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, 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 services provided by Consultant, or any publicity pertaining to the Consultant's services
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Fazekas
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under this Agreement in any magazine, trade paper, newspaper, television or radio
production or other similar medium without the prior written consent of City. City hereby
gives its permission for Consultant to include the City in Consultant's list of clients and
description of services provided on its web site and other similar materials.
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.
Professional Services Agreement 3
Fazekas
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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).)
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 underthis 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. Indemni . 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
Consultant's negligent performance orwillful misconduct underthis 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
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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.
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. No vehicles are used in the
performance of the services as provided herein. In the event that Consultant
uses vehicles at some point in the future in connection with the services
provided, 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 a Bests 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 insureds 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.
Professional Services Agreement 5
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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.
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: Scott Fazekas & Associates, Inc.
Attn: Scott F. Fazekas
9 Corporate Park, Suite 200
Irvine, CA 92606
Professional Services Agreement 6
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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. 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 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.
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
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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 all 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
therefrom.
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.
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IN WITNESS WHEREOF the parties have caused this Agreement to be executed
on the date first written above.
ATTEST:
City Clerk
APPROVED AS TO FORM:
City Attorney
"CITY''
CITY OF LAKE ELSINORE, a municipal
corporation
City Manager
"CONSULTANT"
SCOTT FAZEKAS & ASSOCIATES, INC.
By: Scott F. Fazekas
Its:
Professional Services Agreement 9
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Exhibit "A"
Scope of Services
Consultant shall perform building plan review services when assigned as needed. Scope of
review would include checking for compliance with building, plumbing, mechanical and
electrical codes, state green, energy and disabled access regulations and other applicable City
ordinances.
SFA will provide other related services when requested by City and mutually agreed upon.
Exhibit "A"
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EXHIBIT "B"
Consultant Compensation
For plan check services, Consultant shall charge seventy percent (70 9/o) of the plan check fees
collected by the Agency. Repetitive fees such as tracts will be compensated at fifteen percent
(15 %) of plan check fees collected by the City. No additional charges shall be incurred for
rechecks of plans unless the plans are incomplete or revised to a degree that the City would
collect additional fees from the applicant. In such cases, Consultants hourly rate for such
reviews will be $105.00 per hour.
Any additional services requested by the City would be at $105.00 or at a mutually agreed upon
rate.
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