HomeMy WebLinkAboutItem No. 6CITY OF ins
LADE LSI110RE
DREAM EXTREME,
CITY OF LAKE ELSINORE
REPORT TO CITY COUNCIL
TO: MAYOR AND CITY COUNCIL
FROM: GRANT M. YATES
CITY MANAGER
DATE: JUNE 11, 2013
SUBJECT: AWARD OF CONTRACT FOR ENGINEERING PLAN CHECK
SERVICES
RECOMMENDATION
City Council approves the agreements with Willdan Engineering, Sustainable Civil
Engineering Solutions, and Bureau Veritas North America, Inc, to provide engineering plan
checking services, and authorize the City Manager to execute the contracts.
BACKGROUND
The Engineering Division of the City of Lake Elsinore, as a part of the development
services, requires review of private development projects for compliance with Conditions of
Approval, City Ordinances, City Standards, Clean Water Compliance and the Subdivision
Map Act. Because the need for these services are dependent on the activity level of
development, the City uses contract engineering firms and that have the flexibility to
provide staff to accommodate the fluctuation in work load.
DISCUSSION
City staff posted a Request for Proposal (RFP) to provide plan check engineering services
as a part of the City's development approval process. The RFP was posted on the City's
Planet Bids web page, and received thirteen (13) respondents to the solicitation. After
reviewing all thirteen proposals, staff chose the top 3 candidates.
The proposals provided extensive information about the company's qualifications,
personnel availability, and experience providing plan check services. Staff interviewed
representatives from the top 3 companies to ask more in depth questions about their
operation, billing procedure, and their approach to conflict resolution.
AGENDA ITEM NO. 6
Page I of 13
REPORT TO CITY COUNCIL
JUNE 11, 2013
PAGE 2
Although all the firms are technically qualified, staff was able to reduce the candidate
pool from thirteen companies to three based on their approach to serving the City's
needs. The final determination was based on experience, plan review process and
location.
FISCAL IMPACT
There is no direct financial impact to the General Fund as the services being provided are
funded through developer's plan check fees.
Prepared by: Dina Purvis
Engineering Tech
Ken A. Seumalo
Director of Public Works
Approved by: Grant M. Yates
City Manager
Attached: Scope of Work
Sample Agreement
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Ill. SCOPE OF WORK
Scope of work is to provide As Needed, On -Call Plan Checking Engineering Services to
the City Public Works Department, Engineering Division in accordance with all
provisions within this RFP. These services will be on an intermittent basis. The scope of
work includes engineering review and check for correctness of plans, design calculations
and technical specifications related to materials for proposed improvements,
development of correction lists, transmittal of correction lists to the Applicant and status
updates to the City. Key resource will be latest edition of City of Lake Elsinore
Engineering Design Guidelines Manual and Standard Drawings for the preparation
and checking of Improvement plans, Drainage, and Grading Plans within Lake Elsinore.
Meetings with the applicant may or may not be required at the option of the City and will
be determined on a case by case basis. Upon approval of the submitted plans, the firm
will certify in writing that the design is in substantial compliance with applicable local,
state and federal requirements.
Ultimate responsibility for errors and /or omissions of plans and specifications will
continue to rest with the originating design firm, not the Consultant for plan checking or
the City. The selected firm(s) may assist the City with various engineering assignments
including but not limited to:
Plan Checking Services for Private Development Projects
• Street and Storm Drain Improvements
• Grading, Erosion Control and /or Drainage Plans
• Construction Detour Plans
• Striping and Signing Plans
• Bridge or Retaining Wall Structures not under Building Permit purview
• Consistency with other planned improvements
• Final and Parcel Maps
• Easement, Dedications
• Vacations, Quitclaims
• Lot Line Adjustments
• Parcel Mergers
• Water Quality Management Plans
2. Review of Plan Check Submittal Items and Reports
• Road Structural Section Calculations
• Hydrology and Hydraulic Calculations and Reports
• Street Layout and Design
• Structure Calculations not under Building Permit purview
• Traffic Reports or Studies
• Quantity Estimates
• Engineer's Cost Estimates
• Soils /Geological Reports
• Compliance With Current NPDES Permits
3. Review of Technical Specifications for Proposed Improvements in City Road Right
of Way
• Road Structural Section components
• Trench backfill and restoration
Page 3 of 13
• Storm Drain line and appurtenances
• Traffic Signal components
• Signing and Striping
4. Work Flow Methodology
• Review for completeness of submittals
• Document submittal deficiencies and advise the City as necessary
• Identify any additional reference materials required for a thorough plan check
such as related offsite improvement plans, studies or reports.
• Conduct site visit as necessary.
5. Provide other Engineering and /or Transportation related professional services as
requested in the areas of Plan Checking and /or Development Review technical
support.
6. Plan Check Time
Initial Submittal —
• For typical small private development projects with less than five plan
sheets a maximum ten (10) business day turn around time is expected.
• For larger more complex projects with six or more plan sheets a
maximum fifteen (15) business day turn around time is expected.
Subsequent Submittals / Resubmittals —
• For typical small private development projects with less than five plan
sheets a maximum five (5) business day turn around time is expected.
• For larger more complex projects with 6 or more plan sheets a maximum
ten (10) business day turn around time is expected.
Turn around time will be considered to start the date when the submittal has
been received by the Consultant. End time will be considered the date that the
plan check comment letter is sent out to the applicant. Receipt may include hard
copy or electronic mail copy. Details on procedures will be negotiated with the
Consultant.
Provide a "Fast Track" expedited on demand review time between 3 to 5
business days depending on complexity of project.
7. Design /Plan Check Criteria and Standards
• Attachment B includes this information
Suggestions by Consultant of recommended changes to current plan check
policies, procedures and guidelines should be made to the City as needed to
facilitate the work flow efficiency of both the City /Consultant as well as clear
understanding by the private development community.
8. Fees
Consultant shall fill in fully burdened rate fees for various plan check types using the
form in
Attachment A. The City will not pay "costs ".
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9. Final Submission -?
10. Develop Check List — consultant shall review and within first year, evaluate and
as needed make recommendations to improve current Engineering Plan Check
Criteria and Checklists.
Page 5 of 13
AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement for Professional Services (the "Agreement ")is made and entered into as
of the _ day of , 2013, by and between the City of Lake Elsinore, a municipal
corporation ( "City ") and ., a ( "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 Engineering
Department Plan Check 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 three (3) years, subject to annual
review by the City Council.
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. And in no event shall Consultant's compensation exceed $300,000.00
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 requests 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
Professional Services Agrcement 1 08/26110
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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.
Professional Services Agreement 2 08/26/10
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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).)
Professional Services Agreement 3 08/26/10
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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. Consultant shall maintain a City of business
license.
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.
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.
Professional Sewices Agreement 4 08/26/10
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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 a 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 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.
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.
Professional Smices Agreement 5 08/26/10
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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: [insert Name]
130 South Main Street
Lake Elsinore, CA 92530
If to Consultant: Insert Name
Insert address
Insert City Name /Zip
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 D. 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 D 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. Severability. 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.
Professional Services Agroement 6 08/26/10
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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 shall the costs of mediation equally. It 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.
27. 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.
Professional Services Agreement % 08 /26 /10
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IN WITNESS WHEREOF the parties have caused this Agreement to be executed on
the date first written above.
CITY OF LAKE ELSINORE:
Grant M Yates, City Manager
Barbara Z Liebold, City Attorney
Attachments: Exhibit A - Scope of Services
Exhibit B - Fee Schedule
Professional Services Agreement
CONSULTANT:
Title:
Business License #
ATTEST:
Virginia J Bloom, City Clerk
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