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HomeMy WebLinkAbout08-25-09 CC Item 10CITY OF LAI~E ~LSIAQ1ZE DREAM EXTREME. REPORT TO CITY COUNCIL TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: ROBERT A. BRADY CITY MANAGER DATE: AUGUST 25, 2009 SUBJECT: AGREEMENT TO REIMBURSE TUMF FUNDS FOR ENGINEERING AND PLANNING COSTS OF TEMESCAL CANYON ROAD BRIDGE REPLACEMENT Backqround The existing two-lane Temescal Canyon Road is designated as a 4-lane, major roadway. Because of traffic volume and 100-year storm water flows, the bridge must be replaced with a four lane bridge. The existing two-lane structure needs to be widened to safely allow four-lanes with shoulders. Staff will be requesting Transportation Uniform Mitigation Fee (TUMF) Funds for engineering and planning costs. The total amount the City of Lake Elsinore is requesting is $788,000. Discussion In 2009 Western Riverside Council of Government (WRCOG) adopted a 2009, 5-year Transportation Improvement Program (TIP) that lists the City of Lake Elsinore: Temescal Canyon Road Bridge as a non-funded expenditure project. However, City staff have contacted WRCOG staff and asked if we can proceed with engineering and planning of this project. WRCOG recommended that the City and WRCOG enter into an agreement to reimburse the $788,000 requested for design, planning, environmental and right-of-way. The attached agreement formalizes the reimbursement contract between the City and WRCOG. The agreement has been reviewed by the City Attorney's office. Fiscal Impact All costs for this project are budgeted through the TUMF program. CC August 25, 2009 Item No. 10 Page 1 of 26 Agreement To Reimburse TUMF Funds August 25, 2009 Page 2 Recommendation Authorize the Mayor to sign an agreement on behalf of the City to receive TUMF reimbursement. Prepared by: David S. Solomon V~ Project Engineer Ken Seumalo 14415' Director of Public Works Approved by: Robert A. Brady~ City Manager Attachments: 1. Reimbursement Agreement 2. Location Map CC August 25, 2009 Item No. 10 Page 2 of 26 VICINITY MAP TEMESCAL CANYON ROAD BRIDGE CITY COUNCIL CC August 25, 2009 Item No. 10 Page 3 of 26 TRANSPORTATION UNIFORM MITIGATION FEE PROGRAM AGREEMENT TO REIMBURSE TUMF FUNDS THIS AGREEMENT ("AgreemenY') is made and entered into this day of , 2009, by and between the WESTERN RIVERSIDE COiJNCIL OF GOVERNMENTS ("WRCOG") and the CTTY OF LAKE ELSINORE (the "CITY"). WRCOG and the CITY are sometimes collectively referred to herein as the "PARTIES". RECITALS A. WRCOG is the Administrator of the Transportation Uniform Mitigation Fee Program of Western Riverside County ("TUMF Program"). B. WRCOG has identified and designated certain transportation improvement projects throughout Western Riverside County as projects of regional importance ("Qualifying Projects" or "Projects"). The Qualifying Projects are more specifically described in that certain WRCOG study entitled "TUMF Nexus Study", as may be amended from time to time. C. The TUMF Program is funded by TUMF fees paid by new development in Western Riverside County (collecrively, "TUMF Program Funds"). TUMF Program Funds are held in trust by WRCOG far the purpose of funding the Qualifying Projects. D. The CITY proposes to implement a Qualifying Project, and it is the purpose of this Ageement to identify the project and to set forth the terms and conditions by which WRCOG will release TUMF Program Funds. AGREEMENT NOW, THEREFORE, in consideration of the mutual covenants and subject to the conditions contained herein, the PARTIES hereby agree as follows: 1. Description of the Qualifyin¢ Project. This Agreement is intended to distribute TUMF Program Funds to the CTTY for Temescal Canyon Road Bridge Replacement and Road Widening (the "ProjecY'), a Qualifying Project. A description of the Project, its unplementation schedule, a detailed scope of work and the CITY's estimated project cost thereof, is more particularly described in Exhibit "A" attached hereto and, pursuant to Section 19 below, is subject to modification as requested by the CITY and approved by WRCOG. It is understood and agreed that the CITY shall expend TUMF Program Funds only as set forth in the Agreement and only for the Project. To this end, any use of the funds provided pursuant to this Agreement shall be subject to the review and approval of WRCOG. CC August 25, 2009 Item No. 10 Page I of 22 Page 4 of 26 2. WRCOG Funding Amount. WRCOG hereby agrees to distribute to CITY, on the terms and condirions set forth herein, a sum not to exceed seven hundred eighty eight thousand dollars ($788,000), to be used for reimbursing the CITY for eligible Project expenses as described in Section 3 herein ("Funding AmounY'). The PARTIES acknowledge and agree that the Funding Amount may be less than the actual cost of the Project. Nevertheless, the PARTIES acknowledge and agree that WRCOG shall not be obligated to contribute TUMF Program Funds in excess of the maximum TUMF shaze identified in the TUMF Nexus Study ("Maximum TUMF Share"), as may be amended from time to time. 3. Project Costs Eligible for Advance/Reimbursement. The total Project costs ("Total Project Cost") may include the following items, provided that such items are included in the scope of work attached hereto as Exhibit "A" ("Scope of Work"): (1) CITY and/or consultant costs associated with direct Project coordinafion and support; (2) funds expended in preparation of preliminary engineering studies; (3) fixnds expended for prepazation of environmental review documentation for the Project; (4) all costs associated with right-of-way acquisition, including right-of-way engineering, appraisal, acquisition, legal costs for condemnation procedures if authorized by the CITY, and costs of reviewing appraisals and offers for property acquisition; (5) costs reasonably incurred if condexnnation proceeds; (6) costs incurred in the prepazation of plans, specifications, and esfimates by CITY or consuitants; (7) CITY costs associated with bidding, advertising and awarding of the Project contracts; (8) construction costs, including change orders to construction contract approved by the CITY; and (9) construction management, field inspection and material testing costs. 4. Ineligible Project Costs. The Total Project Cost shall not include the following items which shall be borne solely by the CITY without reimbursement: (1) CITY administrative costs; (2) CITI' costs amibuted to the preparation of invoices, billings and payments; (3) any CITY fees attributed to the processing of the Project; and (4) expenses for items of work not included within the Scope of Work in Eachibit "A". 5. Procedures for Distribution of TUMF Program Funds to CITY. (a) Initial Pavment by the CITY. The CITY shall be responsible for inirial payment of all the Project costs as they are incurred. Following payment of such Project costs, the C1TY shall submit invoices to WRCOG requesting reimbursement of eligible Project costs. Each invoice shall be accompanied by detailed contractor invoices, or other demands for payment addressed to the CITY, and documents evidencing the CITY's payment of the invoices or demands for payment. Documents evidencing the CITY'S payment of the invoices shall be retained for fow (4) years and shall be made auailable for review by WRCOG. The CITY shall submit invoices not more often than monthly and not less often than quarterly. (b) Review and Reimbursement bv WRCOG. Upon receipt of an invoice from the CITY, WRCOG may request additional docuxnentation or explanation of the Project costs for which reimbursement is sought. Undisputed amounts shall be paid by WRCOG to the CITY within thirty (30) days. In the event that WRCOG disputes the eligibility of the CITY for reimbursement of a11 or a portion of an invoiced amount, the PARTIES shall meet and confer in an attempt to resolve the dispute. If the meet and confer process is unsuccessfui in resolving the dispute, the CITY may appeal WRCOG's decision as to the eligibility of one or more invoices to CC August 25, 2009 Item No. 10 Page 2 of 22 Page 5 of 26 WRCOG's Executive Director. The WRCOG Executive Director shall provide his/her decision in writing. If the CITY disagrees with the Executive Director's decision, the CITY may appeal the decision of the Executive Director to the full WRCOG Executive Committee, provided the CITY submits its request for appeal to WRCOG within ten (10) days of the Executive Director's written decision. The decision of the WRCOG Executive Committee shall be final. Additional details concerning the procedure for the CITY's submittal of invoices to WRCOG and WRCOG's consideration and payment of submitted invoices are set forth in Exhibit "B", attached hereto. (c) Funding AmounUAdjustment. If a post Project audit or review indicates that WRCOG has provided reimbursement to the CITY in an amount in excess of the Maximum TUMF Share of the Project, or has provided reimbursement of ineligible Project costs, the CITY shall reimburse WRCOG for the excess or ineligible payments within 30 days of notification by WRCOG. 6. Increases in Project Funding. The Funding Amount may, in WRCOG's sole discretion, be augmented with additional TUMF Program Funds if the TUMF Nexus Study is amended to increase the maximum eligible TUMF share for the Project. Any such increase in the Funding Amount must be approved in writing by WRCOG's Executive Director. In no case shall the amount of TUMF Program Funds allocated to the CITY exceed the then-cunent maximum eligible TUMF share for the Project. No such increased funding shall be expended to pay for any Project already completed. For purposes of this Agreement, the Project or any portion thereof shall be deemed complete upon its acceptance by WRCOG's Executive Director which shall be communicated to the CITY in writing. 7. No Funding for Temporary Improvements. Only segments or components of the conshuction that are intended to form part of or be integrated into the Project may be funded by TUMF Program Funds. No improvement which is temporary in nature, including but not limited to temporary roads, curbs, tapers or drainage facilities, shall be fixnded with TUMF Program Funds, except as needed for staged construction of the Project. 8. CITY's Funding Obligation to Complete the Project. In the event that the TLTMF Program Funds allocated to the Project represent less than the total cost of the Project, the CITY shall provide such addifional funds as may be required to complete the Project. 9. CITY's ObliQation to Repay TUMF Program Funds to WRCOG. In the event that: (i) the CITY, for any reason, determines not to proceed with or complete the Project; ar(ii) the Project is not timely completed, subject to any extension of time granted by WRCOG pursuant to the terms of this Agreement; the CITY agrees that any TUMF Program Funds that were distributed to the CITY for the Project shall be repaid in full to WRCOG. The PARTIES shall enter into good faith negotiations to establish a reasonable repayment schedule and repayment mechanism. 10. Tenn/Notice of Completion. The term of this Agreement shall be from the date first herein above written until: (i) the date WRCOG formally accepts the Project as complete, pursuant to Section 6; (ii) termination of this Agreement pursuant to Secfion 14; or (iii) the CITY has fully satisfied its obligations under this Agreement. All applicable indemnification provisions of this Agreement shall remain in effect following the termination of this Agreement. CC August 25, 2009 Item No. 10 Page 3 of 22 Page 6 of 26 11. Renresentatives of the PARTIES. WRCOG's Executive Director or his or her designee, shall serve as WRCOG's representative and shall have the authority to act on behalf of WRCOG for all puxposes under this Agreement. The CITY hereby designates Ken Seumalo, Director of Public Warks, or his or her designee, as the CITY's representative to WRCOG. The CITY's representative shall have the authority to act on behalf of the CITY for all purposes under this Agreement and shall coordinate all activities of the Project under the CITY's responsibility. The CITY shall work closely and cooperate fully with WRCOG's representative and any other agencies which may have jurisdiction over or an interest in the Project. 12. Expenditure of Funds by CITY Prior to Execution of AQreement. Nothing in this Agreement shall be construed to prevent or preclude the CITY from expending funds on the Project prior to the execution of the Agreement, ar from being reimbursed by WRCOG for such expenditures. However, the CITY understands and acknowledges that any expenditure of funds on the Project prior to the execution of the Agreement is made at the CITY's sole risk, and that some expenditure by the CITY may not be eligible for reimbursement under this Agreement. 13. Review of Services. The CITY shall allow WRCOG's Representative to inspect or review the progress of the Project at any reasonable time in order to determine whether the terms of this Agreement are being met. 14. Termination. (a) Notice. Either WRCOG or CITY may, by written notice to the other party, terminate this Agreement, in whole or in part, in response to a material breach hereof by the other Party, by giving written notice to the other party of such terminarion and specifying the effective date thereof. The written notice shall provide a 30 day period to cure any alleged breach. During the 30 day cure period, the PARTIES shall discuss, in good faith, the manner in which the breach can be cured. (b) Effect of Termination. In the event that the CITY terminates this Agreement, the CITY shall, within 180 days, repay to WRCOG any unexpended TUMF Program Funds provided to the CITY under this Agreement and shall complete any portion or segment of work for the Project for which TUMF Program Funds have been provided. In the event that WRCOG terminates this Agreement, WRCOG shall, within 90 days, distribute to the CITY TUMF Program Funds in an amount equal to the aggregate total of all unpaid invoices which have been received from the CITY regazding the Project at the time of the notice of termination; provided, however, that WRCOG shall be entifled to exercise its rights under Section 6(b), including but not limited to conducting a review of the invoices and requesting additional information. Upon such ternunation, the CITY shall, within 180 days, complete any portion or segment of work for the Project for which TUMF Program Funds have been provided. This Agreement shall terminate upon receipt by the non-terminating Party of the amounts due it hereunder and upon completion of the segxnent or portion of Project work for which TUMF Program Funds have been provided. CC August 25, 2009 Item No. 10 Page 4 of 22 Page 7 of 26 (c) Cumulative Remedies. The rights and remedies of the PARTIES provided in this Section are in addition to any other rights and remedies provided by law or under this Agreement. 15. Prevailine Waees. The CITY and any other person or entity hired to perform services on the Project are alerted to the requirements of California Labor Code Sections 1770 et sec which would require the payment of prevailing wages were the services or any portion thereof determined to be a public work, as defined therein. The CITY shall ensure compliance with these prevailing wage requirements by any person or entity hired to perform the Project. The CITY shall defend, indemnify, and hold harmless WRCOG, its officers, employees, consultants, and agents from any claim or liability, including without limitation attorneys, fees, arising from its failure or alleged failure to comply with California Labor Code Sections 1770 et se~. 16. ProPress Reports. WRCOG may request the CITY to provide WRCOG with progress reports concerning the status of the Project. 17. Indemnification. (a) CITY Responsibilities. In addition to the indemnification required under Section 15, the CITY agrees to indemnify and hold harmless WRCOG, its officers, agents, consultants, and employees from any and all claims, demands, costs or liability arising from or connected with all activities governed by this Agreement including all design and construction activities, due to negligent acts, errors or omissions or willful misconduct of the CTTY or its subcontractors. The CITY will reimburse WRCOG for any expenditure, including reasonable attorneys' fees, incurred by WRCOG, in defending against claims ultimately deterxnined to be due to negligent acts, enors or omissions or willful misconduct of the CITY. (b) WRCOG Resnonsibilities. WRCOG agrees to indemnify and hold harmless the CTI'Y, its officers, agents, consultants, and employees from any and all claims, demands, costs or liability arising from or connected with all activities governed by this Agreement including all design and consriuction activities, due to negligent acts, errors or omissions or willful misconduct of WRCOG or its sub-consultants. WRCOG will reimburse the CITY for any expenditure, including reasonable attorneys' fees, incurred by the CITY, in defending against claims ultimately determined to be due to negiigent acts, errors or omissions or willful misconduct of WRCOG. (c) Effect of Acceptance. The CITY shall be responsible for the professional quality, technical accuracy and the coordination of any services provided to complete the Project. WRCOG's review, acceptance or funding of any services performed by the CTI'Y or any other person or entity under trus Agreement shall not be construed to operate as a waiver of any rights WRCOG may hold under this AgreemenY or of any cause of action arising out of this Agreement. Further, the CITY shall be and remain liable to WRCOG, in accordance with applicable law, for all damages to WRCOG caused by the CITY's negligent performance of this Agreement or supervision of any services provided to complete the Project. CC August 25, 2009 Item No. 10 Page 5 oF22 Page 8 of 26 18. Insurance. The CITY shall require, at a minimum, all persons or entities hired to perform the Project to obtain, and require their subcontractors to obtain, insurance of the types and in the amounts described below and satisfactory to the CITY and WRCOG. Such insurance shall be maintained throughout the term of this Agreement, or until completion of the Project, whichever occurs last. (a) Commercial General Liability Insurance. Occunence version commercial general liability insurance or equivalent form with a combined single limit of not less than $1,000,000.00 per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to the Project or be no less than two times the occurrence limit. Such insurance shall: (i) Name WRCOG and CITY, and their respective officials, officers, employees, agents, and consultants as insured with respect to performance of the services on the Project and shall contain no special limitations on the scope of coverage or the protection afforded to these insured; (ii) Be primary with respect to any insurance or self insurance programs covering WRCOG and CITY, and/or their respective officials, officers, employees, agents, and consultants; and (iii) Contain standard separation of insured provisions. (b) Business Automobile Liability Insurance. Business automobile liability insurance or equivalent form with a combined single limit of not less than $1,000,000.00 per occurrence. Such insurance shall include coverage for owned, hired and non-owned automobiles. (c) Professional Liability Insurance. Errors and omissions liability insurance with a limit of not less than $1,000,000.00 Professional liability insurance shall only be required of design or engineering professionals. (d) Workers' Compensation Insurance. Workers' compensarion insurance with statutory limits and employers' liability insurance with limits of not less than $1,000,000.00 each accident. 19. Project Amendments. Changes to the characteristics of the Project, including the deadline for Project completion, and any responsibilities of the CITY or WRCOG may be requested in writing by the CITY and are subject to the approval of WRCOG's Representative, which approval will not be unreasonably withheld, provided that extensions of time for completion of the Project shall be approved in the sole discretion of WRCOG's Representative. Nothing in this Agreement shall be construed to require or allow completion of the Project without full compliance with the California Environmental Quality Act (Public Resources Code Section 21000 et seq.; "CEQA") and the National Environmental Policy Act of 1969 (42 USC 4231 et seq.), if applicable, but the necessity of compliance with CEQA and/or NEPA shall not justify, excuse, or permit a delay in completion of the Project. CC August 25, 2009 Item No. 10 Page 6 of 22 Page 9 of 26 20. Conflict of Interest. For the term of this Agreement, no member, officer or employee of the CITY or WRCOG, during the term of his or her service with the CITY or WRCOG, as the case may be, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 21. Limited Scope of Duties. WRCOG's and the CITY's duties and obligations under this Agreement are limited to those described herein. WRCOG has no obligation with respect to the safety of any Project performed at a job site. In addition, WRCOG shall not be liable for any action of CITY or its contractors relating to the condemnation of property undertaken by CITY or construcrion related to the Project. 22. Books and Records. Each party shall maintain complete, accurate, and clearly identifiable records with respect to costs incurred for the Project under this Agreement. They shall make available for examination by the other party, its authorized agents, officers or employees any and all ledgers and books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or related to the expendihxres and disbursements charged to the other party pursuant to this disbursements charged to the other party pursuant to this Agreement. Further, each party shall furnish to the other party, its agents or employees such other evidence or information as they may require with respect to any such expense or disbursement charged by them. All such information shall be retained by the PARTIES for at least four (4) years following termination of this Agreement, and they shall have access to such information during the four-year period for the purposes of examination or audit. 23. E uq al Opporiunity Eml~ovment. The PARTIES represent that they are equal opportunity employers and they shall not discriminate against any employee or applicant of reemployment because of race, religion, color, national origin, 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. 24. Governing Law. This Agreement shall be governed by and construed with the laws of the State of California. 25. Attorneys' Fees. If either party commences an action against the other party arising out of or in connecfion with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorneys' fees and costs of suit. 26. Time of Essence. Time is of the essence for each and every provision of this Agreement. 27. Headines. Article and Section Headings, paragraph captions or marginal headings contained in this Agreement are for convenience only and shall have no effect in the construction or interpretation of any provision herein. 28. Public Acknowled eg ment• The CITY agrees that all public notices, news releases, information signs and other forms of communication shall indicate that the Project is being cooperatively funded by the CITY and WRCOG TUMF Program Funds. CC August 25, 2009 Item No. 10 Page 7 oF22 Page 10 of 26 29. No Joint Venture. This Agreement is for funding purposes only and nothing herein shall be construed to make WRCOG a party to the construction of the Project ar to make it a partner or joint venture with the CITY for such purpose. 30. Compliance With the Law. The CITY sha11 comply with all applicable laws, rules and regulations governing the implementation of the Qualifying Project, including, where applicable, the rules and regulations pertaining to the participation of businesses owned or controlled by minorities and women promulgated by the Federal Highway Administration and the Federal Department of Transportarion. 31. Notices. All notices hereunder and communications regarding interpretation of the terms of this Agreement or changes thereto shall be provided by the mailing thereof by registered or certified mail, return receipt requested, postage prepaid and addressed as follows: If to CITY: Ken. A Seumalo, Director of Public Works City of Lake Elsinore 130 S. Main Street Lake Elsinore, CA 92530 Telephone: (951) 674-3124 Ext. 244 Facsimile: (951) 674-8761 If to WRCOG: Western Riverside Council of Governments Riverside County Administrative Center 4080 Lemon Street, Third Floor Riverside, California 92501-3609 Attention: Deputy Executive Director Telephone: (951) 955-7985 Facsimile: (951) 787-7991 Any notice so given shall be considered served on the other party three (3) days after deposit in the U.S. mail, first ctass postage prepaid, return receipt requested, and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred regardless of the method of service. 32. Inte agr rion• This Agreement contains the entire agreement between the PARTIES. Any agreement or representarion respecting matters addressed herein that are not expressly set forth in this Agreement, or in a fully executed contract amendment as described below, is null and void. 33. Severabilitv. If any term, provision, condirion or covenant of this Agreement is held invalid or unenforceable, the remainder of this Ageement shall not be affected thereby. 34. Conflicting Provisions. In the event that provisions of any attached appendices or exhibits conflict in any way with the provisions set forth in this Agreement, the language, terms and conditions contained in this Agreement shall control the actions and obligations of the PARTIES and the interpretation of the PARTIES' understanding concerning the Agreement. CC August 25, 2009 Item No. 10 Page 8 of 22 Page 11 of 26 35. Contract Amendment. In the event that the PARTIES determine that the provisions of this Agreement should be altered, the PARTIES may execute a contract amendment to add any provision to this Agreement, or delete or amend any provision of this Agreement. All such contract amendments must be in the form of a written instrument signed by the original signatories to this Agreement, or their successors or designees. 36. Independent Contractors. Any person or entities retained by the CITY or any contractor shall be retained on an independent contractor basis and shall not be employees of WRCOG. Any personnel performing services on the Project shali at all times be under the exclusive direction and control of the CITY or contractor, whichever is applicable. The CITY or contractor shall pay all wages, salaries and other amounts due such personnel in connection with their performance of services on the Project and as required by law. The CITY or consultant shall be responsible for all reports and obligations respecting such personnel, including, but not limited to: social security taxes, income tax withholding, unemployxnent insurance and warkers' compensation insurance. 37. Effective Date. This Agreement shall not be effective until executed by both PARTIES. The failure of one party to execute this Agreement within forty-five (45) days of the other party executing this Agreement shall render any execution of this Agreement ineffective. IN WITNESS WHEREOF, the PARTIES have caused this Agreement to be executed by their duly authorized representatives to be effective on the day and year first above-written. WESTERN RIVERSIDE COUNCIL OF GOVERNMENTS CITY OF LAKE ELSINORE A MUNICII'AL CORPORATION By: Date: Rick Bishop Executive Director By: Date: Robert E. Magee Mayor Attest: Date: City Clerk By: City Attorney CC August 25, 2009 Item No. 10 Page 9 oF22 Page 12 of 26 EXHIBIT A SCOPE OF SERVICES The project would involve Temescal Canyon Road Bridge Replacement and Widening. The work will consist of replacing the existing two lane bridge with a four lane bridge designed to convey 100 year flood. Improvements will also include the pavement adjacent to the new bridge. It will be widened to accommodate four lanes and the existing deteriorated pavement will be replaced with new base and asphalt, together with other associated road improvements. Exhibit A CC August 25, 2009 Item No. 10 Page 10 of 22 Page 13 of 26 EXFIIBIT A-1 ESTIMATE OF COST Project Activitv Design Environmental Right-of-Way Constnxction Estimated Construction Cost $302,000 $121,000 $365,000 $1,365.000 TOTAL PROJECTS COST (Estimate) $2,133.000 PROJECT FUNDING SOURCES TUMF $1,365,000 FiJNDING TOTAL $1,365,000 Exhibit A-1 CC August 25, 2009 Item No. 10 Page 11 oF22 Page 14 of 26 EXHIBIT A-1 ESTIMATE OF COST Project Activity Design Environxnental Right-of-Way TOTAL PROJECT COST (Estimate) Estimated Construcrion Cost $302,000 $121,000 $365,000 $788,000 PROJECT FUNDING SOURCES TUMF $788,000 FUNDING TOTAL $788,000 Exhibit A-1 CC August 25, 2009 Item No. 10 Page 11 oF22 Page 15 of 26 EXHIBIT A-2 PROJECTSCAEDULE 1 2. 3. 4. 5. Complete Design Apri12010 Advertise: From May 2010 Open Bid June 2010 Contract Award June 2010 Begin Construction July 2010 Complete Conshucrion November 2010 Exhibit A-2 CC August 25, 2009 Item No. 10 Page 12 of 22 Page 16 of 26 Elements of Compensation EXHIBIT "B" PROCEDURES FOR SUBMITTAL, CONSIDERATION AND PAYMENT OF INVOICES 1. Far professional services, WRCOG recommends that the CITY incorporate this Exhibit 1113-1" into its contracts with any subcontractors to establish a standard method for preparation of invoices by contractors to the CITY and ultimately to WRCOG for reimbursement of CITY contractor costs. 2. Each month the CITY shall submit an invoice for eligible Project wsts incurred during the preceding month. The original invoice shall be submitted to WRCOG's Executive Director with a copy to WRCOG's Project Coardinator. Each invoice shall be accompanied by a cover letter in a format substantially similaz to that of Exhibit "B-2". 3. For jurisdictions with large construction projects (with the total construction cost exceeding $10 million) under construction at the same time, may with the approval of WRCOG submit invoices to WRCOG for payment at the same time they are received by the jurisdiction. WRCOG must receive the invoice by the Sih day of the month in order to process the invoice with in 30 days. WRCOG will retain 10% of the invoice until all costs have been verified as eligible and will release the balance at regular intervals not more than quarterly and not less than semi-annually. If there is a discrepancy or ineligible costs that exceed 10% of the previous invoice WRCOG will deduct that amount from the next payment. 4. Each invoice shall include documentation from each contractor used by the CITY for the Project, listing labor costs, subcontractor costs, and other expenses. Each invoice shall also include a monthly progress report and spreadsheets showing the hours or amounts expended by each contractor or subcontractor for the month and for the entire Project to date. Samples of acceptable task level documentation and progress reports aze attached as Exhibits "134" and "B-5". All documentation from the CITY's contractors should be accompanied by a cover letter in a format substanrially similar to that of Exhibit "B-3". 5. If the CITY is seeking reimbursement for direct expenses incurred by CITY staff for eligible Project costs, the CITY shall provide the same level of information for its labor and any expenses as required of its contractors pursuant to Exhibit "B" and its attachxnents. 6. Chazges for each task and milestone listed in Exhibit "A" shall be listed separately in the invoice. 7. Each invoice shall include a certification signed by the CITY Representative or his or her designee which reads as follows: Exhibit B Page 13 of 22 CC August 25, 2009 Item No. 10 Page 17 of 26 "I hereby certify that the hours and salary rates submitted for reimbursement in this invoice are the actual hows and rates worked and paid to the contractors or subcontractors listed. Signed _ Title Date Invoice No. 8. WRCOG will pay the CITY within 30 days after receipt by WRCOG of an invoice. If WRCOG disputes any portion of an invoice, payment for that portion will be withheld, without interest, pending resolution of the dispute, but the uncontested balance will be paid. 9. The final payment under this Agreement will be made only after: (I) the CITY has obtained a Release and Certificate of Final Payment from each contractor or subcontractor used on the Project; (ii) the CITY has executed a Release and Certificate of Final Payment; and (iii) the CITY has provided copies of each such Release to WRCOG. Exhibit B Page 14 of22 CC August 25, 2009 Item No. 10 Page 18 of 26 EXHIBIT "B-1" [Sample for Professional Services] For the satisfactory performance and completion of the Services under this Agreement, CITY will pay the Contractor compensation as set forth herein. The total compensation for this service shall not exceed (IINSERT WRITTEN DOLLAR AMOLTNT) ($_INSERT NiJMERICAL DOLLAR AMOLTNT) without written approval of CITY's City Manager [or applicable position] ("Total Compensation"). 1. ELEMENTS OF COMPENSATION. Compensation for the Services will be comprised of the following elements: 1.1 Direct Labor Costs; 1.2 Fixed Fee; and 1.3 Additionai Direct Costs. 1.1 DIRECT LABOR COSTS. Direct Labor costs shall be paid in an amount equal to the product of the Direct Salary Costs and the Multiplier which are defined as follows: 1.1.1 DIRECT SALARY COSTS Direct Salary Costs are the base salaries and wages actually paid to the Contractor's personnel directly engaged in performance of the Services under the Agreement. (The range of hourly rates paid to the Contractor's personnel appears in Section 2 below.) 1.1.2 MULTIPLIER The Multiplier to be applied to the Direct Salary Costs to determine the Direct Labor Costs is , and is the sum of the following components: 1.1.2.1 Direct Salary Costs 1.1.2.2 Payroll Additives The Decimal Ratio of Payroll Additives to Direct Salary Costs. Payroll Additives include all employee benefits, allowances for vacation, sick leave, and holidays, and company portion of employee insurance and social and retirement benefits, all federal and state payroll taxes, premiums for insurance which are measured by payroll costs, and other contributions and benefits imposed by applicable laws and regulations. 1.1.23 Overhead Costs Exhibit 13-1 CC August 25, 2009 Item No. 10 Page 15 of 22 Page 19 of 26 The Decimal Ratio of Allowable Overhead Costs to the Contractor Firrrc's Total Direct Salary Costs. Allowable Overhead Costs include general, administrative and overhead costs of maintaining and operating established offices, and consistent with established firm policies, and as defined in the Federal Acquisitions Regulations, Part 31.2. Total Multiplier (sum of 1.1.2.1, 1.1.2.2, and 1.1.2.3) 1.2 FIXED FEE. 1.2.1 The fixed fee is $ 1.2.2 A pro-rata share of the Fixed Fee shall be applied to the total Direct Labor Costs expended for services each month, and shall be included on each monthly invoice. 1.3 ADDITIONAL DIRECT COSTS. Addirional Direct Costs directly identifiable to the performance of the services of this Agreement shall be reimbursed at the rates below, or at actual invoiced cost. Rates for identified Additional Direct Costs are as follows: ITEM REIMBURSEMENT RATE [ insert charges_j Per Diem $ /day Caz mileage $ /mile Travel $ /trip Computer Charges $ /hour Photocopies $ /copy Blueline $ /sheet LD Telephone $ /call Fax $ /sheet Photographs $ /sheet Travel by air and travel in excess of 100 miles from the Contractor's office neazest to CITY's office must have CITY's prior written approval to be reimbursed under this Agreement. Exhibit B-1 CC August 25, 2009 Item No. 10 Page 16 0£22 Page 20 of 26 2. DIRECTSALARY RATES Direct Salary Rates, which are the range of hourly rates to be used in determining Direct Salary Costs in Section 1.1.1 above, are given below and aze subject to the following: 2.1 Direct Salary Rates shall be appiicable to both straight time and overtime work, unless payment of a premium for overtime work is required by law, regulation or craft agreement, or is otherwise specified in this Agreement. In such event, the premium portion of Direct Salary Costs will not be subject to the Multiplier defined in Pazagraph 1.1.2 above. 2.2 Direct Salary Rates shown herein are in effect for one year following the effective date of the Agreement. Thereafter, they may be adjusted annually to reflect the Contractor's adjusrinents to individual compensation. The Contractor shall notify CITY in writing prior to a change in the range of rates included herein, and prior to each subsequent change. POSITION OR CLASSIFICATION RANGE OF HOURLY RATES L-sample-1 Principal Project Manager Sr. Engineer/Planner Project Engineer/Planner Assoc. Engineer/Planner Technician Drafter/CADD Operator Word Processor $ .00 - $ .00/hour $ .00 - $ .00/hour $ .00 - $ .00/hour $ .00 - $ .00/hour $ .00 - $ .00/hour $ .00 - $ .00/hour $ .00 - $ .00/hour $ .00 - $ .00/how 23 The above rates are for the Contractor only. All rates for subcontractors to the Contractor will be in accordance with the Contractor's cost proposal. 3. INVOICING. 3.1 Each month the Contractor shall submit an invoice for Services performed during the preceding month. The original invoice shall be submitted to CITY's Executive Director with two (2) copies to CITY's Project Coordinator. 3.2 Charges shall be billed in accordance with the terms and rates included herein, unless otherwise agreed in writing by CITY's Representative. 33 Base Work and Extra Work shall be charged separately, and the charges for each task and Milestone listed in the Scope of Services, shall be listed separately. The charges for each individuai assigned by the Contractor under this Agreement shall be listed separately on an attachment to the invoice. Exhibit 13-1 CC August 25, 2009 Item No. 10 Page 17 oF22 Page 21 of 26 3.4 A charge of $500 or more for any one item of Additional Direct Costs shali be accompanied by substantiating documentation satisfactory to CITY such as invoices, telephone logs, etc. 3.5 Each copy of each invoice shall be accompanied by a Monthly Progress Report and spreadsheets showing hours expended by task for each month and total project to date. 3.6 If applicable, each invoice shall indicate payments to DBE subcontractors or supplies by dollar amount and as a percentage of the total invoice. 3.7 Each invoice shall include a certification signed by the Contractor's Representative or an officer of the firm which reads as follows: I hereby certify that the hours and salary rates charged in this invoice are the actual hours and rates worked and paid to the employees listed. Signed Title Date Invoice Na 4. PAYMENT 4.1 CITY shall pay the Contractor within four to six weeks after receipt by CITY of an original invoice. Should CITY contest any portion of an invoice, that portion shali be held for resolution, without interest, but the uncontested balance shall be paid. 4.2 The final payment for Services under this Agreement will be made only after the Contractor has executed a Release and Certificate of Final Payment. Exhibit B-1 CC August 25, 2009 Item No. 10 Page 18 0£22 Page 22 of 26 EXHIBIT B-2 Sample Cover Letter to WRCOG Date Western Riverside Council of Governments Riverside County Administrarive Center 4080 Lemon Street, Third Floor Riverside, California 92501-3679 Attention: Deputy Executive Director ATTN: Accounts Payable Re: Project Title - Invoice Enclosed for your review and payment approval is the CITY's invoice for professional and technical services that was rendered by our contractors in connection with the 2002 Measure "A" Local Streets and Roads Funding per Agreement No. effective (Month/Day/Year) . The required support documentation received from each contractor is included as backup to the invoice. Invoice period covered is from Month/Date/Yeaz to Month/Date/Year . Tota1 Authorized Agreement Amount: $0,000,000.00 Total Invoiced to Date: $0,000,000.00 Total Previously Invoiced: $0,000,000.00 Balance Remaining: $0,000,000.00 Amount due this Invoice: $0,000,000.00 I certify that the hours and salary rates charged in this invoice are the actuai hours and rates worked and paid to the contractors listed. By: cc: Name Title Exhibit B-2 CC August 25, 2009 Item No. 10 Page 19 oF22 Page 23 of 26 ~ _lT iPAt`..54"~" EXHIBIT B-3 Sample Letter from Contractor to CITY Month/Date/Year Western Riverside Council of Governments Riverside County Administrative Center 4080 Lemon Street, Third Floor Riverside, California 92501-3679 Attention: Deputy Executive Director Attn: Accounts Payable Invoice For [type of services] rendered by [contractor name] in connection with [name of project] This is per agreement No. XX-XX-XXX effective Month/Date/Year . Invoice period covered is from Month/Date/Year to Month/Date/Year . Total Base Contract Amount: $000,000.00 Authorized Extra Work (if Applicable) $000,000.00 TOTAL AUTHORIZED CONTRACT AMOUNT: $000,000.00 Total Invoice to Date: $000,000.00 Total Previously Billed: $000,000.00 Balance Remaining: $000,000.00 Amount Due this Invoice: $000,000.00 I certify that the hours and salary rates charged in this invoice are the actual hours and rates worked and paid to the employees listed, By: Name Title Exhibit B-3 CC August 25, 2009 Item No. 10 Page 20 of 22 Page 24 of 26 ~'~Y`(~i"~`E ~~I.. EXHIBIT B-4 SAMPLE TASK SUMMARY SCAEDULE (OPTIONAL) Exhibit B-4 Page 21 of22 CC August 25, 2009 Item No. 10 Page 25 of 26 EXHIBIT B-5 Sample Progress Report REPORTING PERIOD: Month/Date/Year to Month/Date/Yeaz PROGRESS REPORT: #1 A. Acfivities and Work Completed during Current Work Periods TASK Ol -100% PS&E SUBMITTAL 1. Responded to Segment 1 comments from Department of Transportation 2. Completed and submitted Segment 1 final PS&E B. CurrenUPotential Problems Encountered & Conective Action Problems Corrective Action None None C. Work Planned Next Period TASK Ol - 100% PS&E SUBMITTAL 1. Completing and to submit Traffic Signal and Electrical Design plans 2. Responding to review comments Exhibit B-5 Page 22 of 22 CC August 25, 2009 Item No. 10 Page 26 of 26