HomeMy WebLinkAboutItem No. 04 1st Amend Interwest ConsultingText File
City of Lake Elsinore 130 South Main Street
Lake Elsinore, CA 92530
www.lake-elsinore.org
File Number: ID# 17-607
Agenda Date: 4/10/2018 Status: Consent AgendaVersion: 1
File Type: ReportIn Control: City Council / Successor Agency
Agenda Number: 4)
Page 1 City of Lake Elsinore Printed on 4/5/2018
CITY OF LAKE ELSINORE
REPORT TO THE CITY COUNCIL
To:Honorable Mayor and City Council Members
From:Grant Yates, City Manager
Prepared by: Justin Kirk, Principal Planner
Subject: First Amendment to an Agreement with Interwest Consulting Group for On-
call Building Inspection Services
Date:April 10, 2018
Recommendations
Approve and Authorize the City Manager to execute the first amendment to an agreement with
Interwest Consulting Group for limited-term temporary building inspection services for $250,500
through June 30, 2019, in form as approved by the City Attorney.
Background
On September 6, 2016, the City entered into an agreement with Interwest Consulting Group to
provide on call building inspection services while an employee was out on leave. The agreement
for building inspection services was not to exceed $30,000 and was for a period of less than 3
months.
On December 13, 2016, the City Council approved an agreement with Interwest Consulting Group
to provide on call building inspection services. The agreement for building inspection services
was not to exceed $240,000 and is set to expire on June 30, 2018.
This first amendment will add $250,500 and bring the total agreement to a not to exceed
$490,500.
Discussion
Due to charges in mileage and the actual amount billed, there is a need to amend the agreement
to add $73,700 to the current Fiscal Year’s budget to provide for on call building inspection
services. Furthermore, due to the continued heightened demand for building inspections and the
current City building staff level not adequate to handle this increase in activity the agreement will
need to be extended to June 30, 2019.
Interwest Consulting Group
Page 2
Fiscal Impact
The cost for temporary building inspection services on an as-need basis will not exceed $490,500
total for fiscal years 2016-17, 2017-18 and 2018-19. Expenditures for these services will be paid
from the Building Division budget. The building permit revenues fund the costs for these services.
Exhibits:
A. First Amendment
B. Original Agreement
“Exhibit A”
FIRST AMENDMENT TO AGREEMENT FOR PROFESSIONAL SERVICES
BETWEEN THE CITY OF LAKE ELSINORE
AND INTERWEST CONSULTING GROUP INC.
FOR TEMPORARY BUILDING INSPECTION SERVICES (ON-CALL)
THIS FIRST AMENDMENT TO AGREEMENT FOR PROFESSIONAL SERVICES
(“Amendment”) is made and entered into as of April 10, 2018 by and between the City of Lake
Elsinore (“City) a municipal corporation, and Interwest Consulting Group Inc. (“Consultant”) with
the respect to the following facts and purposes.
RECITALS
a.On December 13, 2016, the City and Consultant entered into that certain
agreement entitled “Agreement for Professional Services”, in the amount of $240,000 with an
expiration date of June 30, 2018.
b.The parties now desire to increase the payment for services in the amount
of $73,700 for Fiscal Year 2017-18 and $176,800 for Fiscal Year 2018-19 and amend the
Agreement as set forth in this First Amendment for those items of work included in “Exhibit A” and
“Exhibit B”.
c.The parties now desire to extend the agreement to June 30, 2019 for those
items of work included in “Exhibit B”.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth
herein, City and Contractor agree as follows:
1.Section 1. Scope of Services. is amended and restated in its entirety as follows:
Consultant shall perform the services described in Consultant’s Proposal (Exhibit
A and Exhibit B). Consultant shall provide such services at the time, place and in
the manner specified in Consultant’s Proposal (Exhibit A and Exhibit B), subject to
the direction of the City through its staff that it may provide from time to time.
2.Section 2.c. Term. is amended and restated in its entirety as follows
Unless earlier terminated as provided elsewhere in this Agreement, this agreement
shall continue in full force and effect until June 30, 2019.
3.The following paragraph is added to Section 3. Compensation.:
City hereby agrees to pay Consultant up to an additional sum of $73,700 for services
performed in Fiscal Year 2017-18 and to pay Consultant $176,800 for services performed in Fiscal
Year 2018-19 in accordance with Consultant’s Proposal (Exhibit A and Exhibit B). In no event
shall Consultant’s compensation pursuant to the Agreement for Professional Services as amended
by this Amendment exceed Four Hundred Ninety Thousand and Five Hundred Dollars ($490,500)
without additional written authorization from the City. City shall pay Consultant for services
rendered pursuant to this Agreement at the time and in the manner set forth herein.
4.Except for the changes specifically set forth herein, all other terms and conditions of
the Agreement shall remain in full force and effect.
431S.PALM CANYON DRIVE,SUITE 200 ●PALM SPRINGS,CA92649 ●TEL.760.417.4329 ●www.interwestgrp.com
Page | 2
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the day and
year first set forth above, which date shall be considered by the Parties to be the effective date of
this Agreement.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
Grant Yates, City Manager
ATTEST:
City Clerk
APPROVED AS TO FORM:
City Attorney
“CONSULTANT”
Interwest Consulting Group Inc., California
corporation
By: Ron Beehler, SE, CBO
Exhibits:
Exhibit A – Consultant’s Proposal - Fiscal Year 2017-18
Exhibit B – Consultant’s Proposal - Fiscal Year 2018-19
431S.PALM CANYON DRIVE,SUITE 200 ●PALM SPRINGS,CA92649 ●TEL.760.417.4329 ●www.interwestgrp.com
Page | 3
“Exhibit A”
March 15, 2018
Jennifer Perrault
Human Resources Specialist
City of Lake Elsinore
130 South Main Street
Lake Elsinore, CA 92530
RE: Proposal to Provide Full Time Building Inspection Services – City of Lake Elsinore
February 1, 2018 – June 30, 2018
Thank you for contacting us with the opportunity to continue to provide full time Building Inspection
Services to the City of Lake Elsinore. We are excited about continuing to serve the City’s Building and
Safety Division. During our March 15 telephone conversation, you requested a letter proposal to extend the
existing service from February 1, 2018 to June 30, 2018.
We are very aware of the challenges and requirements for municipal governments since many of our staff
has held senior and executive management positions within numerous California cities. Our staff includes
former Building Officials, Building Inspectors, Public Works Directors, City Engineers, Capital Projects
Managers, Inspectors, Plan Checkers, Permit Technicians and Construction Managers. This background
and experience is important since serving in the capacity of the "owner", especially local agencies, requires
a high level of sensitivity towards community and special interest group issues. Accordingly, our
professional staff truly understands and values the importance of maintaining a focus on representing the
interests of our public agency clients in a manner which reflects positively on the Cities we serve.
For this assignment, we propose Mr. Mike Neely,Building Inspector III at the hourly rate of $85. The
Rate Schedule and Mr. Neely’s resume are included with this proposal. Services will be provided on a full
time basis (8 hours per day), Monday through Friday. The proposed contract duration is for five (5)
months. The estimated total cost for this assignment is $73,700. This contract may be extended for as long
as the City requires the services with the compensation based on the Current Fee schedule in place at the
time of the extension. Weekend work, nights, and all other overtime will be billed at $120/Hour and work on
Holidays will be billed at $160/Hour (this additional cost is not included in the above estimate.
Chris A. Vogt, PE will serve as Project Manager and the management contact to the City of Lake Elsinore.
Ron Beehler, SE, CBO is the Principal in Charge and an authorized representative of Interwest
Consulting Group that has the authority to sign all necessary agreements. Services will be directed out of
our Palm Springsoffice with contact information listed on the following page:
431S.PALM CANYON DRIVE,SUITE 200 ●PALM SPRINGS,CA92649 ●TEL.760.417.4329 ●www.interwestgrp.com
Page | 4
Ron Beehler, SE, CBO Chris A. Vogt, PE
431 S. Palm Canyon Drive, Suite 200 431 S. Palm Canyon Drive,Suite 200
Palm Springs, CA 92262 Palm Springs, CA 92262
760.417.4329 Office 760.417.4329 Office
714.742.1551 Mobile 951.616.4925 Mobile
rbeehler@interwestgrp.com cvogt@interwestgrp.com
Please let me know if you require any additional information or have any questions. Thanks again and we
look forward to this assignment.
Sincerely,
Director of Building & Safety Services Coachella Valley Regional Manager
Ron Beehler,SE, CBO Chris A. Vogt, PE
Page | 3
INTE RWEST
CONS UL TI NG
GR OUP
w w w . i n t e r w e s t g r p . c o m
E D U C A T I O N
Law Enforcement/Police Science,
SkagitCollege
Mt.Vernon, WA
1973
R E G I S T R A T I O N S
C E R T I F I C A T I O N S
ICC Building Inspector
No. 0843305-B5
ICC Mechanical Inspector
No. 0843305-M5
A W A R D S
Certificate/Appreciation plaque from
the mayorofthe City ofBurbank for
services rendered during the
Northridge earthquake.
MikeNeely
ICC Certified Inspector
Mike possess over than 20 years of inspection experience with the vast amount of his
career spent serving the City of Palm Desert as a Building Inspector. With his immense
knowledge and natural leadership ability the City entrusted him with the responsibility of
trainingfieldinspectors.
Mike holds ICC certifications in both Building and Mechanical codes and has held
certifications in concrete inspection. He participates in ongoing CALBO and ICC training as
well as State of California disaster relief training currently holding a California Disaster
ServiceReliefWorkerID.
Mike’s extensive background as a Building Inspector working directly for a public agency
provides him with the understanding of the tasks needed to deliver quality work within
the required the timeframe and budget. He works seamlessly within all environments
with theutmostprofessionalismin allsituationsand isan asseton all projects.
P R O J E C T S P E C I F I C E X P E R I E N C E
BuildingInspector
Present InterwestConsultingGroup
Performing non-structural and minor structural plan review for commercial and residential
constructionaswellasinspectionsservicesforclientjurisdictions.
Superintendent
2006-2008 KenHudsonConstruction
Responsible in full for on-site construction management; effectively schedule, monitor and
inspect all work from start to finish. Maintain budgets, process invoices and control
overhead costs. Duties also include making daily written reports and coding all phases of
workforcomputerentry.
BuildingInspector II
1986-2006 City ofPalmDesert
Responsibilities included inspection of new and remodeled construction to insure
compliance of the California Building, Plumbing, Mechanical, Electrical Codes, and
applicable city ordinances. Duties also included the training of field inspectors,
investigationsoffiresand accidentaldrowning.
Page |4
2016 Fee Schedule
c u
Schedule of hourly rates by classification:
Classification Hourly Billing Rate
Engineering
Principal ............................................................................. $140
Project Manager.................................................................$125
Construction Manager........................................................$120
Assistant Construction Manager ........................................$110
Supervising Public Works Observer...................................$105
Senior Public Works Observer .............................................$95
Construction Inspector III .....................................................$85
Construction Inspector II ......................................................$80
Construction Inspector I .......................................................$75
Design Engineer.................................................................$120
Storm Water Engineer........................................................$120
Civil Plan Review Engineer ................................................$120
Associate Engineer III ........................................................$105
Associate Engineer II .........................................................$100
Associate Engineer I ............................................................$85
Assistant Engineer ...............................................................$75
Engineering in Training ........................................................$65
SWPPP Professional ...........................................................$85
Engineering Technician III....................................................$73
Engineering Technician II.....................................................$70
Engineering Technician I......................................................$65
Draftsperson......................................................................... $60
Building and Safety
Building Official ..................................................................$125
Deputy Building Official ......................................................$105
Plan Check Engineer .........................................................$125
ICC Certified Plans Examiner...............................................$95
CASp ...................................................................................$95
Building Inspector I...............................................................$75
Building Inspector II..............................................................$80
Building Inspector III.............................................................$85
Permit Technician I ..............................................................$40
Permit Technician II .............................................................$45
Permit Technician III ............................................................$50
Reimursables:
Construction Management Office/Trailer……………………Cost +15%
Administration of Sub-Consultants…….…………………….Cost +15%
Permits…………………………………….…………………….Cost +15%
Fee Sch le
431S.PALM CANYON DRIVE,SUITE 200 ●PALM SPRINGS,CA92649 ●TEL.760.417.4329 ●www.interwestgrp.com
Page | 1
2016 Fee Schedule
Printing, reproduction, research, meetings,mileage,telephone usage, general office
supplies,overhead, etc…, areincluded asincidental to thecharges in the “Not-to-Exceed”
fee schedule and total cost proposal.
Rates are typically reviewed yearly onJuly 1 and may besubject torevision unless underspecificcontract obligation.
Mileage performing City duties reimbursable at IRS rate.
B I L L I N G P R O C E S S
Invoices are typically generated upon theconclusion of themonth. Interwest ConsultingGroup will work with the City
to supply the necessary billing information.
431S.PALM CANYON DRIVE,SUITE 200 ●PALM SPRINGS,CA92649 ●TEL.760.417.4329 ●www.interwestgrp.com
Page | 2
“Exhibit B”
March 15, 2018
Jennifer Perrault
Human Resources Specialist
City of Lake Elsinore
130 South Main Street
Lake Elsinore, CA 92530
RE: Proposal to Provide Full Time Building Inspection Services – City of Lake Elsinore
July 1, 2018 – June 30, 2019
Thank you for contacting us with the opportunity to continue to provide full time Building Inspection
Services to the City of Lake Elsinore. We are excited about continuing to serve the City’s Building and
Safety Division. During our March 15 telephone conversation, you requested a letter proposal to extend the
existing service from July 1, 2018 to June 30, 2019.
We are very aware of the challenges and requirements for municipal governments since many of our staff
has held senior and executive management positions within numerous California cities. Our staff includes
former Building Officials, Building Inspectors, Public Works Directors, City Engineers, Capital Projects
Managers, Inspectors, Plan Checkers, Permit Technicians and Construction Managers. This background
and experience is important since serving in the capacity of the "owner", especially local agencies, requires
a high level of sensitivity towards community and special interest group issues. Accordingly, our
professional staff truly understands and values the importance of maintaining a focus on representing the
interests of our public agency clients in a manner which reflects positively on the Cities we serve.
For this assignment, we propose Mr. Mike Neely,Building Inspector III at the hourly rate of $85. The
Rate Schedule and Mr. Neely’s resume are included with this proposal. Services will be provided on a full
time basis (8 hours per day), Monday through Friday. The proposed contract duration is for twelve
(12) months. The estimated total cost for this assignment is $176,800. This contract may be extended for
as long as the City requires the services with the compensation based on the Current Fee schedule in
place at the time of the extension. Weekend work, nights, and all other overtime will be billed at $120/Hour
and work on Holidays will be billed at $160/Hour (this additional cost is not included in the above estimate.
Chris A. Vogt, PE will serve as Project Manager and the management contact to the City of Lake Elsinore.
Ron Beehler, SE, CBO is the Principal in Charge and an authorized representative of Interwest
Consulting Group that has the authority to sign all necessary agreements. Services will be directed out of
our Palm Springsoffice with contact information listed on the following page:
431S.PALM CANYON DRIVE,SUITE 200 ●PALM SPRINGS,CA92649 ●TEL.760.417.4329 ●www.interwestgrp.com
Page | 3
Ron Beehler, SE, CBO Chris A. Vogt, PE
431 S. Palm Canyon Drive, Suite 200 431 S. Palm Canyon Drive,Suite 200
Palm Springs, CA 92262 Palm Springs, CA 92262
760.417.4329 Office 760.417.4329 Office
714.742.1551 Mobile 951.616.4925 Mobile
rbeehler@interwestgrp.com cvogt@interwestgrp.com
Please let me know if you require any additional information or have any questions. Thanks again and we
look forward to this assignment.
Sincerely,
Director of Building & Safety Services Coachella Valley Regional Manager
Ron Beehler,SE, CBO Chris A. Vogt, PE
Page | 3
INTE RWEST
CONS UL TI NG
GR OUP
w w w . i n t e r w e s t g r p . c o m
E D U C A T I O N
Law Enforcement/Police Science,
SkagitCollege
Mt.Vernon, WA
1973
R E G I S T R A T I O N S
C E R T I F I C A T I O N S
ICC Building Inspector
No. 0843305-B5
ICC Mechanical Inspector
No. 0843305-M5
A W A R D S
Certificate/Appreciation plaque from
the mayorofthe City ofBurbank for
services rendered during the
Northridge earthquake.
MikeNeely
ICC Certified Inspector
Mike possess over than 20 years of inspection experience with the vast amount of his
career spent serving the City of Palm Desert as a Building Inspector. With his immense
knowledge and natural leadership ability the City entrusted him with the responsibility of
trainingfieldinspectors.
Mike holds ICC certifications in both Building and Mechanical codes and has held
certifications in concrete inspection. He participates in ongoing CALBO and ICC training as
well as State of California disaster relief training currently holding a California Disaster
ServiceReliefWorkerID.
Mike’s extensive background as a Building Inspector working directly for a public agency
provides him with the understanding of the tasks needed to deliver quality work within
the required the timeframe and budget. He works seamlessly within all environments
with theutmostprofessionalismin allsituationsand isan asseton all projects.
P R O J E C T S P E C I F I C E X P E R I E N C E
BuildingInspector
Present InterwestConsultingGroup
Performing non-structural and minor structural plan review for commercial and residential
constructionaswellasinspectionsservicesforclientjurisdictions.
Superintendent
2006-2008 KenHudsonConstruction
Responsible in full for on-site construction management; effectively schedule, monitor and
inspect all work from start to finish. Maintain budgets, process invoices and control
overhead costs. Duties also include making daily written reports and coding all phases of
workforcomputerentry.
BuildingInspector II
1986-2006 City ofPalmDesert
Responsibilities included inspection of new and remodeled construction to insure
compliance of the California Building, Plumbing, Mechanical, Electrical Codes, and
applicable city ordinances. Duties also included the training of field inspectors,
investigationsoffiresand accidentaldrowning.
Page |4
2016 Fee Schedule
c u
Schedule of hourly rates by classification:
Classification Hourly Billing Rate
Engineering
Principal ............................................................................. $140
Project Manager.................................................................$125
Construction Manager........................................................$120
Assistant Construction Manager ........................................$110
Supervising Public Works Observer...................................$105
Senior Public Works Observer .............................................$95
Construction Inspector III .....................................................$85
Construction Inspector II ......................................................$80
Construction Inspector I .......................................................$75
Design Engineer.................................................................$120
Storm Water Engineer........................................................$120
Civil Plan Review Engineer ................................................$120
Associate Engineer III ........................................................$105
Associate Engineer II .........................................................$100
Associate Engineer I ............................................................$85
Assistant Engineer ...............................................................$75
Engineering in Training ........................................................$65
SWPPP Professional ...........................................................$85
Engineering Technician III....................................................$73
Engineering Technician II.....................................................$70
Engineering Technician I......................................................$65
Draftsperson......................................................................... $60
Building and Safety
Building Official ..................................................................$125
Deputy Building Official ......................................................$105
Plan Check Engineer .........................................................$125
ICC Certified Plans Examiner...............................................$95
CASp ...................................................................................$95
Building Inspector I...............................................................$75
Building Inspector II..............................................................$80
Building Inspector III.............................................................$85
Permit Technician I ..............................................................$40
Permit Technician II .............................................................$45
Permit Technician III ............................................................$50
Reimursables:
Construction Management Office/Trailer……………………Cost +15%
Administration of Sub-Consultants…….…………………….Cost +15%
Permits…………………………………….…………………….Cost +15%
Fee Sch le
Page | 5
2016 Fee Schedule
Printing, reproduction, research, meetings,mileage,telephone usage, general office
supplies,overhead, etc…, areincluded asincidental to thecharges in the “Not-to-
Exceed” fee schedule and total cost proposal.
Rates are typically reviewed yearly onJuly 1 and may besubject torevision unless underspecificcontract
obligation. Mileage performing City duties reimbursable at IRS rate.
B I L L I N G P R O C E S S
Invoices are typically generated upon theconclusion of themonth. Interwest ConsultingGroup will work with the
City to supply the necessary billing information.
AGREEMENT FOR PROFESSIONAL SERVICES
lnterwest Consulting Group lnc.
Temporary Building lnspection Services (On-Call)
This Agreement for Professional Services (the "Agreement") is made and entered into as
of December '13, 2016, by and between the City of Lake Elsinore, a municipal corporation
City") and lnterwest Consulting Group lnc., a California corporation ("Consultant").
RECITALS
A. The City has determined that it requires the professional services related to the
inspection of buildings on an "on-call" basis.
B. Consultant has submitted to City a proposal, dated August 16, 20'16, attached
hereto as Exhibit A ("Consultant's Proposal") and incorporated herein, to provide such
professional services to City pursuant to the terms of this Agreement.
C. Consultant possesses the skill, experience, ability, background, certification and
knowledge to perform the services described in this Agreement on the terms and conditions
described herein.
D. City desires to retain Consultant to perform the services as provided herein and
Consultant desires to provide such professional services as set forth in this Agreement.
AGREEMENT
1. Scooe of Services. Consultant shall perform the services described in
Consultant's Proposal (Exhibit A). Consultant shall provide such services at the time, place, and
in the manner specified in Consultant's Proposal (Exhibit A), subject to the direction of the City
through its staff that it may provide from time to time.
2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this
Agreement. The time for completion of the professional services to be performed by Consultant
is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently
the professional services contemplated pursuant to this Agreement according to the agreed
upon performance schedule in Consultant's Proposal (Exhibit A).
b. Performance Schedule. Consultant shall commence the services
pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all
services within the time period(s) established in the Consultant's Proposal (Exhibit A). When
requested by Consultant, extensions to the time period(s) specified may be approved in writing
by the City Manager.
c. Term.
Unless earlier terminated as provided elsewhere in this Agreement, this
Agreement shall continue in full force and effect until June 30, 2018.
fa33f84a-7858441 8-ba4 1 -e03caa 1 9297f .docx Page 1
Consultant hereby agrees and acknowledges that any and all work or
services performed pursuant to this Agreement shall be based upon the issuance of a project
task order by the City. Consultant acknowledges that it is not guaranteed any minimum or
specific amount of work or services as all work or services shall be authorized through task
order issued by the City.
3. Compensation. Compensation to be paid to Consultant shall be in accordance
with the fees set forth in Consultants' Proposal (Exhibit A). ln no event shall Consultant's
compensation exceed Two Hundred Forty Thousand dollars ($240,000) without additional
written authorization from the City. Notwithstanding any provision of Consultant's Proposal to
the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an
inflator or administrative charge. 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 Pavment. Consultant shall promptly submit billings to the City
describing the services and related work performed during the preceding month to the extent
that such services and related work were performed. Consultant's bills shall be segregated by
project task, if applicable, such that the City receives a separate accounting for work done on
each individual task 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 forty-five (45) days after receipt of the monthly invoice by City staff.
5. Reserved.
6. Susoension or Terminatton.
a. The City may at any time, for any reason, with or without cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten
10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately
cease all work under this Agreement, unless the notice provides otherwise. lf the City suspends
or terminates a portion of this Agreement such suspension or termination shall not make void or
invalidate the remainder of this Agreement.
b. ln the event this Agreement is terminated pursuant to this Section, the
City shall pay to Consultant the actual value of the work performed up to the time of termination,
provided that the work performed is of value to the City. Upon termination of the Agreement
pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section
entitled "Method of Payment" herein.
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, in,uries, and liability, direct or indirect (including
Page 2
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. Licensinq of lntellectual Propertv.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. Confidentialitv. 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
noi, 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.
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.
Page 3
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. lndependent Contractor. lt 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.
10. PERS Eliqibility lndemnification. ln the event that Consultant or any employee,
agent, or subcontractor of Consultant providing services under this Agreement claims or is
determined by a court of competent jurisdiction or the California Public Employees Retirement
System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant
shall indemnify, defend, and hold harmless City for the payment of any employee and/or
employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or
subcontractors, as well as for the payment of any penalties and interest on such contributions,
which would otherwise be the responsibility of City.
Notwithstanding any other federal, state and local laws, codes, ordinances and
regulations to the contrary, Consultant and any of its employees, agents, and subcontractors
providing service under this Agreement shall not qualify for or become entitled to, and hereby
agree to waive any claims to, any compensation, benefit, or any incident of employment by City,
including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to
any contribution to be paid by City for employer contribution and/or employee contributions for
PERS benefits.
11 . lnterests 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(aX2).)
12. Professional Abilitv 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
Page 4
shall meet the standard of quality ordinarily to be expected of competent professionals in
Consultant's field of expertise.
13. Compliance with Laws. Consultant shall use the standard of care in its
profession to comply with all applicable federal, state and local iaws, codes, ordinances and
regulations.
14. 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 Lake
Elsinore business license.
15. lndemnitv. Consultant shall indemnify, defend, and hold harmless the City and
its officials, officers, employees, agents, and volunteers from and against any and all losses,
liability, claims, suits, actions, damages, and causes of action arising out of any personal injury,
bodily injury, loss of life, or damage to property, or any violation of any federal, state, or
municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or
negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts
for which they could be held strictly liable, or by the quality or character of their work. The
foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to
property, or violation of law arises from the sole negligence or willful misconduct of the City or its
officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees,
subcontractor, or agents have contributed in no part to the injury, loss of life, damage to
property, or violation of law. lt is understood that the duty of Consultant to indemnify and hold
harmless includes the duty to defend as set forth in Section 2778 ot lhe California Civil Code.
Acceptance by City of insurance certificates and endorsements required under this Agreement
does not relieve Consultant from liability under this indemnification and hold harmless clause.
This indemnification and hold harmless clause shall apply to any damages or claims for
damages whether or not such insurance policies shall have been determined to apply. By
execution of this Agreement, Consultant acknowledges and agrees to the provisions of this
Section and that it is a material element of consideration.
16. lnsuranceReouirements.
a. lnsurance. Consultant, at Consultant's own cost and expense, shall
procure and maintain, for the duration of the contract, unless modified by the City's Risk
Manager, the following insurance policies.
i. Workers' Compensation Coveraoe. Consultant shall maintain
Workers' Compensation Insurance and Employer's Liability lnsurance for his/her
employees in accordance with the laws of the State of California. ln addition, Consultant
shall require each subcontractor to similarly maintain Workers' Compensation lnsurance
and Employer's Liability lnsurance 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. ln the event that Consultant is exempt from Worker's
Page 5
Compensation lnsurance and Employer's Liability lnsurance for his/her employees in
accordance with the laws of the State of California, Consultant shall submit to the City a
Certificate of Exemption from Workers Compensation lnsurance in a form approved by
the City Attorney.
ii. General Liabilitv Coveraoe. 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. lf 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. Required commercial general liability coverage shall be at least as
broad as lnsurance Services Office Commercial General Liability occurrence form CG
0001 (ed. '1 1/88) or lnsurance Services Office form number GL 0002 (ed. 1/73) covering
comprehensive General Liability and lnsurance Services Office form number GL 0404
covering Broad Form Comprehensive General Liability. No endorsement may be
attached limiting the coverage.
iii. Automobile Liabilitv Coveraqe. 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. Automobile liability coverage must be at least as broad as lnsurance
Services Office Automobile Liability form CA 0001 (ed. 12190) Code 1 ("any auto"). No
endorsement may be attached limiting the coverage.
iv. Professional Liabilitv Coveraoe. Consultant shall maintain
professional errors and omissions liability insurance appropriate for Consultant's
profession for protection against claims alleging negligent acts, errors or omissions
which may arise from Consultant's services under this Agreement, whether such
services are provided by the Consultant or by its employees, subcontractors, or sub
consultants. 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:Vll 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 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.
Page 6
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-lnsured 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. Gertificates of lnsurance. 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.
17. 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.
lf to City:City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530
With a copy to:
lf to Consultant: lnterwest Consulting Group lnc.
Attn: Ron Beehler, SE, CBO
431 S. Palm Canyon Drive, Suite 200
Palm Springs, CA 92262
18. Entire Aqreement. 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.
Page 7
19. 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.
20. Assiqnment and Subcontractinq. 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 B. 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 B without the written
authorization of the City. lf 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.
21. 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.
22. Severabilitv. lf 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.
23. Controllinq 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.
24. Litiqation Expenses and Attornevs' Fees. lf 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.
25. 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
pa(ies shall mutually agree upon the mediator and share the costs of mediation equally. lf the
parties are unable to agree upon a mediator, the dispute shall be submitted to 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. lf the dispute remains unresolved after
mediation, either party may commence litigation.
26. 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. ln approving this
Agreement, it shall not be necessary to produce or account for more than one such counterpart.
27. Authoritv to Enter Aoreement. Consultant has all requisite power and authority to
conduct lts 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. The City Manager is authorized to
Page I
enter into an amendment or otherwise take action on behalf of the City to make the following
modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non-
monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.
28. Prohibited lnterests. 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.
29. Equal Opportunitv Emolovment. 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.
30. Prevailinq Waoes. Consultant is aware of the requirements of California Labor
code section 1720, et seq., and 1770, et seq., as well as california code of Regulations, Tifle
8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing
wage rates and the performance of other requirements on "public works" and "maintenance"
projects. Consultant agrees to fully comply with all applicable federal and state labor laws
including, without limitation, if applicable, the Prevailing Wage Laws). lt is agreed by the parties
that, in connection with the Work or Services provided pursuant to this Agreement, Consultant
shall bear all risks of payment or non-payment of prevailing wages under california law, and
consultant hereby agrees to defend, indemnify, and hold the city, and its officials, officers,
employees, agents, and volunteers, free and harmless from any claim or liability arising out of
any failure or alleged failure lo comply with the Prevailing wage Laws. The foregoing indemnity
shall survive termination of this Agreement.
Signatures on next page]
Page 9
lN WITNESS WHEREOF, the parties have caused this Agreement to be executed on
the date first written above.
ctTY"
CITY OF LAKE ELSINORE, a municipal
corporation
APPROVED AS TO FORM:
Attachments: Exhibit A - Consultant's Proposal
Exhibit B - List of Subcontractors
CONSULTANT'
INTERWEST CONSULTING GROUP INC., A
Page 10
ATTEST:
lN WTNESS WHEREOF. the parties have caused this Agreement to be executed on
the date first written above.
CITY'
Clry OF LAKE ELSINORE, a municipal
corporation
City Clerk
APPROVEDAS TO FORM:
Attachments: Exhibit A - Consultant's Proposal
Exhibit B - List of Subcontracfors
CONSULTANT'
INTERWESTCONSULTING GROUP INC., A
Page 10
ATTEST:
EXHIBIT A
CONSULTANT'S PROPOSAI
ATTACHED]
EXHIBIT A
August 16,2016
Jennifer Penault
Human Resources Specialist
City of Lake Elsinore
130 South Marn Street
Lake Elsinore, CA 92530
I XT! RW!St COIr5U!TIiIG GROUP
RE: Proposalto Provide Full Time Building lnspection Services - Cig of Lake Elsinore:
FY 20'16/17 and FY 2017118
Thank you for contacting me with the opportunity to provide full time Building lnspection Services to the City
of Lake Elsinore, We are excited about continuing to serve the City's Building and Safety Division. ln your
e-mail dated October 27, 2016, you requested a proposal for a Certified Building lnspector, continuing the
existing limited term contract, for a full time assignment (40 hours per week) for the remainder of Fiscal
Year (FY) 2016/17, and potentially for the entire FY 2017118.
We are very aware of the challenges and requirements for municipal govemments since many of our staff
have held senior and executive management positions within numerous Califomia cities. 0ur staff includes
former Building officials, Building lnspectors, Public works Directors, city Engineers, capital projects
Managers, lnspectors, Plan Checkers, Permit Technicians and Construction Managers. This background
and experience is important since serving in the capacity of the "owner", especially local agencies, requires
a high level of sensitivity towards community and special interest group issues. Accordingly, our
professional staff truly understands and values the importance of maintaining a focus on representing the
interests of our public agency clients in a manner which reflects positively on the Cities we serve.
For this assignment, we propose Mr. Mike Neely, Building lnspector lll at the hourly rate of 985,
lntenvest's current Rate Schedule and Mr. Neely's resume are included with this proposal. Services will be
provided on a full time basis (8 hours per day), Monday through Friday. The proposed contract duration is
separated into two parts:
Remainder of FY 2016117 November7,2016-June30,2017 165days
AllofFY2017/18 Julyl,2017-June30,2018 253days
The cost for temporary building inspection services on an as-need basis will not exceed $240,000 total for
the current fiscal year of july 1, 2016 through June 30, 2017 and the following fiscal year of July 1, 2017
through June 30, 2018.This contract may be extended for as long as the City requires the services with the
431 S. PALM CAN-yoN DRrvE. SrrrrE 200 . PALV SpRrNGs, CA 92649 . rEL.760.411.4329 . www.interwesrgrp.com
compensation based on the Current Fee schedule in place at the time of the extension. Weekend work,
nights, and all other overtime will be billed at $120/Hour and work on Holidays will be billed at $160/Hour
this additional cost is not included in the above estimate.
Chris A. Vogt, PE will serve as Project Manager and the management contact to the City of Lake Elsinore.
Ron Beehler, SE, CBO is the Principa! in Charge and an authorized representative of lnterwest
Consulting Group that has the authority to sign all necessary agreements. Services will be directed out of
our Palm Springs office with contact information listed on the following page:
Ron Beehler, SE, CBO
431 S. Palm Canyon Drive, Suite 200
Palm Springs, CA92262
760.417.4329 Office
714.742.1551 Mobile
rbeeh ler@i ntenruestg rp. com
Chris A. Vogt, PE
431 S. Palm Canyon Drive, Suite 200
Palm Springs, CA 92262
760.417.4329 Office
951.616.4925 Mobile
cvogt@interwestg rp.com
Please let me know if you require any additional information or have any questions. Thanks again and we
look forward to this assignment.
rSincerely,1ft*l
Ron Beehler,
Director of Bui
SE, CBO
lding & Safety Services
Chris A. Vogt, PE
Coachella Valley Regional Manager
431 S. Parn CeNYoN DRIVE, StrtrE 200 o Parv SpnrNcs, CA 92649 o rrr. 760.417.499 o www.inrerweslgrp.com
INTERWEST
CO NS U LTIN G
GROUP
www.interwestgrp.com
EDUCATION
Law Enforcement/Police Science,
Skagit Coltege
Mt. Vernon, WA
L973
REGISTRATIONS
CERTIFICATIONS
ICC Building tnspector
No. 0843305-85
ICC Mechanical lnspector
No.0843305-M5
AWARDS
Certifi cate/Appreciation plaque from
the mayor of the City of Burbank for
services rendered during the
Northridge earthquake.
Mike Neely
IGG Gertified lnspector
Mike possess over than 20 years of inspection experience with the vast amount of his
career spent serving the City of Palm Desert as a Building lnspector. With his immense
knowledge and natural leadership ability the City entrusted him with the responsibility of
training field inspectors.
Mike holds ICC certifications in both Building and Mechanical codes and has held
certifications in concrete inspection. He participates in ongoing CALBO and ICC training as
well as State of California disaster relief training currently holding a California Disaster
Service Relief Worker lD.
Mike's extensive background as a Building lnspector working directly for a public agency
provides him with the understanding of the tasks needed to deliver quality work within
the required the timeframe and budget. He works seamlessly within all environments
with the utmost professionalism in all situations and is an asset on all projects.
PROJECT SPECIFIC EXPERIENGE
Building lnspector
Present lnterwest Consulting Group
Performing non-structural and minor structural plan review for commercial and residential
construction as well as inspections services for client jurisdictions.
Superintendent
2006 - 2008 Ken Hudson Construction
Responsible in full for on-site construction managemenq effectively schedule, monitor and
inspect all work from start to finish. Maintain budgets, process invoices and control
overhead costs. Duties also include making daily written reports and coding all phases of
work for computer entry.
Building lnspector ll
1986 - 2006 City of Palm Desert
Responsibilities included inspection of new and remodeled construction to insure
compliance of the California Building, Plumbing, Mechanical, Electrical Codes, and
applicable city ordinances. Duties also included the training of field inspectors,
investigations of fires and accidental drowning.
Schedule of hourly rates by classification:
Glassification Hourly Billing Rate
Reimursables:
FeeSchedule
2016 Fee Schedule
Printing, reproduction, research, meetings, telephone usage, generaloffice supplies,
overhead, etc..., are included as incidental to the charges in the "Notto-Exceed" fee
schedule and total cost proposal.
Raies are typically reyiewed yealy on July 1 and may be subject to revision unless under specilic contract obligation.
Mileage pefoming City duties reimbursable al IRS rate.
BILLING PROGESS
lnvoices are typically generated upon the conclusion of the month. lnteruest Consulting Group will work with the City to
supply the necessary billing information.
Ao-ACC)R CERTIFICATE OF LIABILITY INSURANCE DATS (MM'OOTYYYY}
1113t2016
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY Axo cor.rrens No RIGHTS UPoN THE CERTIFICATE xor.oel]iEis
CERT'FICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AitEND, EXTEND OR ALTER THE COVERAGE AFFORDED By THE pOLtCtES
BELOW THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE lSSUltilG TNSURER(S), AUTHoRtzEo
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT; lf the cortificate holder ls an ADDITIONAL :NsuRED, the poticyfieJi m*r b" "
rdo.s"d.
tf SUBR9GATI6N tS wAtVED;;;;jec-iEthotarmsandconditionsofthepollcy, cortaln pollcles may reguire an sndorsiment. A statement on thls certlficate does not confer rights tothecertificatoholderinlieuo, such ondoBement(s).
I PRoDUCER
USl Colorado, LLC Prof Liab
P.O. Box 7050
Englewood CO 80155
r{suRED INTERCON3s
lnteruest Consulting Group
P.O. Box 18330
Boulder CO 80308
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CERTIFICATE HOLDER
@ 1988-2014 ACORD CORPORATTON.
The ACORD name and logo are registered marks of ACORD
cityorLakeErsinore ti:Y UI 2016
130 South Main Street
Lake Elsinore CA 92530
CITY CLERK'S OFFICE
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLEDBEFORETHEEXPIRATIONDATETHEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE ffTH THE POLICY PROVISIONS.
t\"
ACORD 25 (2014tO11
All rights reserved.
I
AGENCY CUSTOMER lD: INTERcoN35
LOC #:
Ro',OR
ADDITIONAL REMARKS SCHEDULE Page 1 of 1
AGENCY
USI Colorado, LLC Prof Liab
NAMED INSURED
Interwest Consulting Group
P.O. Box 18330
Boulder CO80308POUCYI{UMBER
cARRTER I tancooe
EFFECTIVE OATE:
ADDITIONAL REMARKS
THIS ADDITIONAL REI'ARKS FORM IS A SCHEDULE TO ACORD FORM,
FoRMNUMBER: 25 FoRMTITLE: CERTIFICATE OF LILBILIIY INSURANCE
primary and non-contributory basis, A Blanket Waiver of Subrogation applies for General- Liability,
Automobile Liability, Umbrella/Excess Liability and Workers Compensation. The Umbrella / Excessl,iability policy provides excess coverage over the General Liability, Automobile LiabiLity andEmployersl,iabiIity.
Please note thae Additional Insured status does not apply to Professional Liability or Workers'
Compensation.
@ 2008 ACORD CORPORATION. All rlghts reserued.
The ACORD name and logo are registered marks of ACORD
ACORD r01 (2008/01)
CON41\,lERClAL GENERAL LlABlLlw
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED
ARCH ITECTS, ENGTNEERS AND SURVEYORS)
This endorsement modifles insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
1. The following is added to SECTION ll - WHO lS
AN INSURED:
Any person or organization that you agree in a h.
written contract requiring insurance'' lo include as
an additional insured on this Coverage Part, but:
a. Only with respect to liabilig for "bodily injury",
property damage" or'personal injury"; and
b. ll and only to the extent that, the iniury or
damage is caused by acls or omissions of
you or your subcontractor in the peformance
of "your work" to which the \/vritten contract
roquiring insurance" applias, or in connection
with premises owned by or rented to you.
The person or organization does not qualify as an
additional insured:
c. With respect to the independent acts or omis-
sions of such person or organizatlon: or
d. For'bodily injury", "properly damage" or'per-
sonal injury" for which such person or organi-
zation has assumed liability in a contract or
agreement.
The insurance provided to such additional insured
is limited as follows:
e. This insurance does not apply on any basis to
any person or organization for which cover-
age as an additional insured specmcally is
added by anothor endorsement to this Cover-
age Part.
f. This insurance does not apply to the render-
ing of or fallure to render any "professional
servlces',
g. ln the event that the Limits of lnsurance of the
Coverage Part shown in the Declarations ex-
ceed the limih of liability required by ths "writ-
tsn contract requiring insurance", the insur-
anca provided to the additional insured shall
be limited to the limits of liability requlred by
that lrrltten contract requiring insurance'.
Thls endoBement does nol increase the lim-
@ 2015 The Trevelers Indemnity Company. Allrights reserved.
lncludes tho copyrighled material ol lnsuranca S€rvices Office, Inc., wilh its psrmission
its of insurance described in Section lll . Lim-
its Of lnsurance.
This insurance does not apply to "bodlly inju-
ry'or "property damage" caused by'your
work" and included in the "products-
completed operations hazard" unless the
written contract requiring insurance' specifi-
cally requires you to provide such coverage
tor that additional insured, and then the insur-
ance provided to the additional insured aF
plies only to such 'bodily injury" or "property
damage" that occurs before the end of the pe-
riod of time br which the "writlen contract re-
quiring insurance" requires you to provide
such coverage or the end of the pollcy period,
whichever is earlier.
2, The following is added to Paragraph 4.a. of SEC.
TION IV . COMMERCIAL GENERAL LIABILITY
CONDITIONS:
The insurance provided to the additional insured
is gxcess over any valid and collectible other in-
surance, whether primary, excess, contingent or
on any other basis, that is availabls to the addi-
tional insured for a loss we cover. However, if you
specifjcally agree in the'written contract requiring
insurance'' that this insurance provided to the ad-
ditional insured under this Coverage Part must
apply on a primary basis or a primary and non-
contributory basls, this insurance is primary lo
other insurance available to the additional insured
which covers that person or organizations as a
named insured for such loss, and wa will not
share with the other insurance, provided that:
l) The "bodily injury" or ''property damage" for
which coverage is sought occursi and
2) The "personal injury" for which coverage is
sought arises out of an offense commilted;
aftgr you havs signed that kritten contract r6quir-
ing insurance". But this insurance provided to the
additional insured still is excess over valid and
collectible other insurance, whether primary, ex-
cess, contingent or on any other basis, that is
cG D3 81 09 15 Page 1 of 2
COMMERCIAL GENERAL LIABILITY
available to the additional insured when that per-
son or organization is an additional insured under
any other insurance.
3. The following is added to Paragraph 8., Transfer
Of Rlghts Of Recovery Against Others To Us,
of SECTION lV - COMMERCIAL GENERAL Lt-
ABILITY GONDITIONS:
We waive any right of recovery we may have
against any person or organization because of
payments we make for "bodily injury", "property
damage" or "personal injury" arising out of "your
work' performed by you, or on your behalf, done
under a "written contract requiring insurance" with
that person or organization. We waive this right
only where you have agreed to do so as part of
the "written contract requiring insurance" with
such person or organization signed by you be-
fore, and in effect when, the "bodily injury' or
property damage" occurs, or the "personal injury"
offense is committed.
The following definition is added to the DEFIN!-
TIONS Section:
Written contract requiring insurance' means that
part of any written contract under which you are
required to include a person or organization as an
additional insured on this Coverage Part, provid-
ed that the "bodily injury" and 'property damage''
occurs and the "personal injury" is caused by an
offense committed:
a. After you have signed that written contract;
b. While that part of the written contract is in ef-
fect; and
c. Before the end of the policy period.
@ 2015 The Travelers lndemnity Company. All rights reserved.
lncludes th€ copyrighted material of lnsurance services office, lnc., with its perrnission
Page 2 of 2 cG D3 81 09 ls
4.
COMMERCIALAUTO
THIS ENDORSEMENT CI{ANGES THE POLICY. PLEASE READ IT CAREFULLY.
AUTO COVERAGE PLUS ENDORSEMENT
This endorsement modifles insurance provided under the following:
BUSINESS AUTO COVEMGE FORM
GENERAL DESGRIPYION oF COVERAGE - Thls endorsement Droadens coverage. However, coverage for any
iniury,_damage or medicalexpenses described in any of the provisions of this endorsement may be excluded or
lirnited by another endorsement to the Coverage Pari, and thdse coverage broadening provisioni do not apfly to
the extent that coverage is exduded or limited by such an endorsementl The following'listing is a general'iover-
age deseription only. Lirnitations and exclusions may apply to these coverages. Read atl the [rovisions of this en-
dorsement and the test of your policy carefully lo determine rights, duties, and nfiat is and is not coveod.
A.
A. BLANKETADDITTONAL INSURED
B. EMPLOYEE HIRED AUTO
C. EMPLOYEES AI' INSURED
D. SUPPLEMENTARY PAYMENTS - INCREASED
LIMITS
E. TRAILERS - INCREASED LOAD CAPACITY
F. H]RED AUTO PHYSICAL DAMAGE
G. PHYSIGAL OAMAGE . TRANSPORTATION
EXPENSES - INCREASED UMIT
BLANKET ADDITIONAL INSURED
The follm/ng is added to Paragraph Al., Who ts
An lnsured, of SECTION tl- COVERED AUTOS
LI,ABILITY COVERAGE:
Any person or organization who is required under
a written conlract or agreement belween youandthatpersonororyanization, that is signed and
execuled by you before the .,bodily injury,' or
property damsge', occurs and that is in 6ffect
during the policy period, to be named as an addl-
tlonal lnsured ls an ,'insured" for Covered Autos
Liabili} Coverage, bul only for damages to which
this insurance applies and only to thC exentthatpersonororganizatlonquallflesasBn ,'lnsuredn
under the Who ls An lnsurad prcvlsion contained
in Seci.ion ll.
EMPLOYEE HIREDAUTO
l. The following is added io paregraph A.1.,
Who ls An tnsured, of SECTION ll - COV-
ERED AUTOS LIAEILITY COVERAGE:
An "ernployoe" of yours is an ,,insured" while C'
opereting e covered ,'euto" hirect or renled
under a contraGl or agG€ment in an ',etn-
ployees" name, wlth your permission, while
H. AUDIO, VISUAL AND DATA ELECTRONIC
EQUIPMENT - INCREASED LIM]T
I. WAIVER OF DEDT'CTIBLE - GLASS
J. PERSONALPROPERTY
K AIRBAGS
L. AUTOLOANLEASEGAP
M. BI.ANKETWAIVER OF SUBROGATION
performing clutles related lo the conduct of
your business.
2, The followlng replaces Paragraph b. in 8.5.,
0lher lngurance, of SECflON lV - BUSI-
NESS AUTO CONDITION9:
b. For Hired Auto Physical Damage Cover-
age, the foltowfng are deemed to be cov-
etEd ''Etitos" you ou,n:
l) Any covered 'aulo' you lease, hire,
rent or bonow; and
2) Any covered "auto" hlred or rented by
your "employee" under a @ntrac{ in
an 'employee's" name. with your
pennission, while perfonninO duties
related lo the conduct of your busl-
ness.
However, any "auto'that is leased, hired,
rented or bonoued with a driver is not a
covered "aulo"-
EMPLOYEES AS INSUREO
The followlng is added to Paragtreph A.1., Who ls
An lneurad, of SECTION ll - COVERED AUTOS
LIABILITYCOVERAGE:
E
r-
r
B.
@2O15 Th€ Trayelets lndemnfiy Company. All rights rcsorved,
lncludec copyrighted matetlal of lnsurancc Servioes Officc, lnc. with itc parmission
GA Ta 20 02 15 Page 1 of3
COMMERGIALAUTO
A,ny "employeen of yours is an "insured" while u+
ing a covered "auto" you dont owo, hire or borrow
in your business or your personal affairs.
D. SUPPLEMENTARY PAYTIIENTS - INCREASED
LIMITS
1. The following replaces paragraph A,Z.a.lZl ot
SECTION I! - COVERED AUTOS LIABILITY
COVERAGE:
l2l Up to 33,000 for cod of bsit bords (in-
cluding bords for relate<t trafflc law viota-
tons) rEquired because of an ,,a@ident,
we cover. We do not have to furnish
ihese bonds.
2- The following replaces paragrapfi A.2.a.(.it of
SECTION II - COVERED AUTOS UABILITY
COVERAGE:
4) All reasonable e:eenses incuned by the
insured,' at our request, including aclual
loss of eamings up to $500 a day be-
cause 0f time off fiom wort(,
E. TRAILERS - TNCREASEO LOAD GAPAC'TY
The followlng replaces paragraph G.l. of SEC-
NON I.COVEREDAUTOS:
1. "Trailers' with a load capacity of 3,000
patnds or lesg designed primarily for travel
on public roads.
F. HIRED AUTO PHYSICAL DAMAGE
The follor,ring ts added to paragraph A.4., cover-
age. Extensions, of SECTION lll - pHyStCAL
DAMAGE COVERAGE:
Hired Auto Physical Damagc Covcrage
lf hired 'autoo" sre covered ,,autos,, for Covered
Autos Liability Coverage but not covered ',autos,'
for Physical Damage Coverage, and this poli,cy
also provides Physical Damage Coverage for an
owned "aulo", then the physical Oamage Cover.
age is extur&d to nautos" that you hire. rent or
bonow subject to the following:
1) The most we rvfll pay for ',loss" to any one
auto" that you hire. rent or bonow is the
lesser of:
al $50,000;
b) The sctual cash value of the damaged or
stolen properly as of the time of the
loss,,: or
cl The cost of repairing or replacing the
damaged or stolen properly with other
property of tike ktnd and quality.
2) An adpstment for depreciation and physioal
condition will be mede in determining actual
cash value in the event of a lotal 'loss".
3) lf a repair or replacement results in better
than like klnd or quality, we will not pey for th€
amounl of bettennent.
4) A deductible equal to lhe highest Physical
Damage deductible applicable to any owned
covered nauto".
q Tnis Coverage Extenslon does not apply to:
a) Any naulo' that is hired, rented or bor-
rowed with a driver; or
b) Any 'aulo" thal is hlred, rented or bor-
roule'd fiom youf "employee,.
G. PHYEICAL DAMAGE - TRANSPORTATION
EXPENSES - INCREASED LIMIT
The following redaces the first sentence in Para-
graph A.4.a., Transportation Expenses, of
SECTION IlI - PHYSICAL DAMAGE COVER.
AGE:
We will pay up to $50 per day to a rnaximum of
Sl,5O0 for temporary trensportstion expense in-
cuned by you because of the total th€ft of I cov-
ered 'aulo' of the privato passenger type.
H. AUDIO, VISUAL AND DATA ELECTROfiIIC
EQUIPMENT - INCREASED LIMIT
Paragraph C.l.b. of SECTION $t - PHYSIGAL
DAMAGE GOVERAGE iS dEIEtEd,
I. WAIVER OF DEDUCTIBLE - CLASg
The following is added to Paragnaph D., Deducti-
bIE, of SECTION III . PHYSICAL DAMAGE
COVERAGE:
No deductibls for a covered 'auto" will apply to
glass damage if the glass is repaired rether lhan
replaced.
J. PERSONALPROPERTY
The following is added to Paragraph A4., Cover-
age Ertensions, of SECTION lll - PHYSICAL
DAMAGE GOVERAGE:
Per:onal Property Cove rage
We wlll pay up to $400 for'loss' to wearlng ap
parel and other personal property whlch ls:
l) Owned by an "insured"; and
2) h oron yourcovered "auto".
This coverage only applies in the event of a total
theft of your covered "eulo".
No deductlbl€s apply to Personal Property oover-
age.
@ 2O15 The Travclas lndamnity Comp.ny. All rlghl! rescrvcd.
lncludeecopyright.d mat rial o, lnsur*toe Services Otnce, lnc, with its p.rmlsslon.
Page 2 of 3 cA T4 20 02 15
K.AIRBAGS
The following is added to Paragraph B,3., Erclu-
sions, of SECTION III - PHYSICAL DAMAGE
COVERAGE:
Excluslon t.a. does not apply lo "loss" to one or
more airbags in a covered "auto" you oum that in-
flate due t0 a cause other than a causs of "loss"
set forth in Paragraphs A.l,b. and A.l.c., but
only:
a. lf that ''auto" is a covered "auton for Compre-
hensive Coverage under this policy;
b. The airbags are not covered under any war-
ranty; and
c. The airbegs werc not intentionally inflated.
We will pay up to a maxirnum of 91,000 for any
one "loss".
AUTO LOAN LEASE GAP
The following is added to Paragraph A.4., Coyer-
age Extensions, of SECTION ttl - PHYSICAL
DAMAGE COVERAGE:
Auto Loan Leasc Gap Coverage for Private
Passenger Type Vehicles
ln the event of a total 'loss'to a covered ,'euto, of
the private passenger type shown in the Sciedule
or Declaratlons for which Physical Demage Cov-
erage is provided, we will pay any unpaid amount
due on the lease or loan for sudr covercd ',eqto',
less the following:
l The amourt paid underthe physlcal Damage
Coverage Section of the policy for that'Buto,,;
and
COMMERCJALAUTO
2) Any:
a) Overdue lease or loan payments at lhe
time of the "loss";
bl Financial penalties imposed under a
lease for excessive use, abnormal wear
end tear or high mileagel
c) securlty d€posits not retumed by the les-
sofi
d) Costs for extended warranties, Credit Life
lnsurance, Health, Accident or Disability
lnsurance purchased with the loan or
lease; gnd
c) Carry-over balances from previous loans
or leases.
BLANKET WAIVER OF SUBROGATION
The following replaces Paragraph A.5,, Ttansfer
Of Rights Of Recovery Against Others To Us,
of SEGTION lV - BUslNEss AUTO COruD,-
TIONS:
5. Transfer Of Rights Of Recovery Against
Others To Us
We waive any right of recovery we may have
against any person or o€anlzailon to the ex-
lent required of you by a written contract exe-
cuted prior to eny "accidenl' or "loss,, pro-
vided that lie'acddent'or'loss" arises oul of
the operations oontemplatecl by such con-
tract. The waiver applies only to the penson or
organization designated in such contract.
M.
E
oG
A-
cA Ta 20 02 15
000617
O 201 5 Tho Trav€l€rs I nOemn tty ComFany. All dgits reserved.
lnobdcs copyrlght"d m.teri6l of tnEumnco Servlces Otficc, lnc. vyith iti pcrmisiion.
Page 3 of 3
TRAVETENS?WORI(ERS COIFENSATIOT{
AIID
EMPLOYERS LIABILITY POLEY
ENOORSEIIENT IUC 0o oS t3 (oO) _ o:
POLICY NUMBER:
WAIVER oF OUR RIGHT To REGOVER FRO]UI oTHERs ENDoRsE[IEilT
wb hew he rlghl to tpcovcr our payments lrom anyona lhblc for an injury covlred by his pollcy. ut,a wi[ notcnforctourrlghtagalaetftcpelson6rorganlzattonnarnealn'rr" b"rtoo,ic: od d#mlilt lpptr. onty to [reo'fiant $st you prform work under a rwtien contract udi raqu-lr; y;; r ou:uln th'lo agcement rrom us.y
This agreament shall not operate dlrectly or indlrectly to beneflt any ono not named ln tre schedulc,
SCHEDULE
OESIGI{ATED PERSOTII:
DES IGNATED ORGANIZATIOI{:
DATE OF ISSUE:STASSIGN:
BUSINESS LICENSE CITY OF LAKE ELSINORE
This business license is issued for revenue purposes onty and does not grant authorization Administfative SgfwbeS - LiCenSing
to operate a business. This business license is issued without verifi€tion that the holderi" j30 SOUth Main Stfeet, Lake ElSinOfe, CA92530subjecltoorexemptedfromlicensingbythestate, county, federal government, or any
other sovemmentat asency. PH (951 ) 674-3124
Business Name: INTERWEST CONSULTING GROUP BUSINESS LICENSE NO. 023152
Business Location: 431 S PALM CANYON DR Business Type: CONSULTING SERVICES
PALM SPRI NGS, C A 92262-7 3OO
OwnerName(sl: TERRYROORIGUE
lssue Date: 911312016 Erpiration Date: 913012017
INTERWEST CONSULTING GROUP
PO BOX 18330
BOULDER, CO 80308-1261
TO BE POSTED IN A CONSPICUOUS PLACE THIS IS YOUR LICENSE . NOT TRANSFERABLE