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01-0412_AMEC EARTH & ENVIRONMENT, INC._E4_Agenda Report0 12/04/01 AGENDA ITEM E 4 TO: George Scarborough, City Manager FROM: William M. Huber, Director of Engineering and Building SUBJECT: Consideration of Master Agreements for Long -Term Plan Check and Design Services Team RECOMMENDATION By motion, approve 38 consultant service agreements to provide Plan Check and Design Services fora (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project proposal, per year. A. Summary and Recommendation The concept of a Plan Check Team was originally introduced in 1992 and, to date, has worked very well. It was created as a means to improve service delivery to resident and developer plan check. The concept has proven successful in that it has resulted in improved efficiencies. Our current contracts expire on December 31, 2001. Therefore, staff has solicited proposals and is requesting that 38 firms be recommended for a three-year term with two one-year extensions. B. Background 1. History On January 21, 1992, City Council approved the concept of creating a plan check consultant team consisting of a select group of consultants. The team concept creates a long-term contract with each consultant. The purpose of the team concept is to have available consultants with pre -approved contracts and insurance in place and ready to go to work. The team concept allows staff to expeditiously process all consultant plan checking. In addition, the plan check team agreements all required that they perform their services at a specified percentage of the City's fees, which guarantees costs and assures that City staff is also compensated for processing from the remaining balance. All consultants agree to a fee not to exceed 65% and 80% depending upon the type of plan check. In many instances, the fees are negotiated lower, especially on larger projects. Upon expiration of the initial three year term, and having had a positive experience with this concept, the master listing was reviewed, updated, and again brought to Council for approval in January 1997. The updated listing included design services in addition to plan check services. FOR CITY COUNCIL AGENDA�\O'�� 0 0 Agenda Item Page 2 December 4, 2001 2. Selection Process A Request for Proposal was sent to 44 firms. Many of these firms were on the existing list, with others being added at a staff member's request. Of the 44 firms, 38 responded with proposals. The proposals included general engineering and building firms, as well as a number of specialty firms. The specialty firms include areas such as geotechnical, traffic, building structural and water quality services. A review team consisting of the Department Director and an Administrative Assistant reviewed the proposals for the following elements: • Consistency with the scope of work • Ability to meet schedules • Past performance of similar work • Individual(s) specified to work on projects • Ability to meet fee requirements • Qualifications of firm in handling required work Staff believes that all 38 firms qualify based on the above criteria. As this is a three-year contract with two one-year extensions, there is no need to narrow the field. Staff prefers to spread projects among the teams as work becomes available. This provides more flexibility and allows work to be performed in a more efficient and timely manner. The following list shows the consultants and their areas of expertise: General Engineering and Building Services AMEC Earth & Environment, Inc. Berryman & Henigar Charles Abbott Associates, Inc. CgVL Engineers KFM Engineering Norris-Repke, Inc. P & D Consultants, Inc. Peter & Associates RBF Associates General Enaineering Only Adams Streeter Civil Engineers, Inc. AKM Consulting Engineers 0 Agenda Item Page 3 December 4, 2001 General Engineering Continued Boyle Engineering Corporation DH Civil Engineering Focus Engineering Gong Enterprises Hartzog & Crabill, Inc. J. L. Patterson KHR Associates La Belle Marvin LAN Engineering Parsons Transportation Richard Watson & Associates, Inc. RK Engineering Group Tetra Tech The Keith Companies Toal Engineering Urban Crossroads, Inc. Van Dell & Associates, Inc. Willdan Associates Building Services Only Esgil Corporation Geotechnical Services Cotton Shires and Associates, Inc. David H. Lee & Associates, Inc. Hetherington Engineering, Inc. Lawson & Associates, Inc. Petra Geotechnical, Inc. Traffic Services Austin -Foust Associates, Inc. Darnell & Associates, Inc. LSA Associates. Inc. 0 0 0 Agenda Item Page 4 December 4, 2001 Process Plan Check Services - As previously stated, plan check services are to be performed at a not -to -exceed fee based on a fixed percentage of the City's calculated plan check cost. This eliminates the need to negotiate fees and allows staff to select a consultant and request they perform the work at the agreed upon price. No time is wasted with costly proposals, reviews, and fee negotiations. Design Services — Services not covered by fee recovery, such as design for a City capital improvement project, will continue to require that staff solicit proposals from at least three members of the team. Proposals will then be evaluated and followed by consultant selection. If the fee exceeds the amended limit established under the master contract, then it will be forwarded to the City Council for review and approval. However, no new agreements will be required nor will insurance certifications cause delays, as they will already be in place. COMMISSION/BOARD REVIEW, RECOMMENDATIONS MITI FINANCIAL CONSIDERATIONS Costs for plan check services will be fully funded from engineering and building fees. Design services would be funded from respective capital improvement projects. Based on fees projected to be collected, a budget for consultant services is developed annually to cover the costs of these contracts. NOTIFICATION N/A ALTERNATE ACTIONS By motion, approve 38 consultant service agreements to provide Plan Check and Design Services for a (3) year term with (2) one-year extensions, not to exceed $50,000 per project proposal, per year. Do not approve. Refer to staff for additional information. 0 0 Agenda Item Page 5 December 4, 2001 RECOMMENDATION By motion, approve 38 consultant service agreements to provide Plan Check and Design Services for a (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project proposal, per year. Respectfully Submitted, Prepared By, William M. Huber, P.E. Jill Thomas Director, Engineering and Building Administrative Assistant W MHljt Attachments 1. Request for Proposal 2. Sample Personal Service Agreement — Original agreements for each individual firm are available in the City Clerk's office. 0 ATTACHMENT 1 32400 PASEO AOELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org REQUEST FOR PROPOSAL for Professional Consulting Services to MEMBERS OF THE CITY COUNCIL DIANE L. SATIGAM JOHN S. GEFF JOHN GREINER WYATT HART DAVID M. SWERDLIN CIN MANAGER GEORGE SCARBOROUGH PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING, GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES GENERAL INFORMATION It is the intent of the City of San Juan Capistrano, Department of Engineering & Building, to establish a team of consultants to facilitate both building and engineering plan check, engineering and architectural services. The services are generally described herein and are intended to supplement staffs efforts where specific expertise is required or time constraints necessitate consultant assistance. From the proposals, a team of consultants will be selected who best represent expertise across the various specialty areas. The team will become part of a four-year program in which the work load will be spread among the team members. Work will be parceled out on an as -needed basis, and no specific guarantee can be given as to the annual fees for consultant usage. The consultant team will only be modified in the event consultants are dropped from the list due to corporate changes or it is deemed by the City that additional consultants are warranted. INVITATION TO RESPOND The City of San Juan Capistrano is soliciting proposals forprofessional consulting services. In general, the tasks identified above and delineated herein are to be performed with minimum direction and assistance from the City. Inquiries concerning the RFP should be directed to William M. Huber, Engineering & Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675; (949)443-6336. San Juan Capistrano: Preserving the Past to Enhance the Future 0 Request for Proposal Pale 2 SUBMISSION OF PROPOSAL Proposals may by submitted by mail or hand delivered. Proposals should be delivered to: William M. Huber, Engineering & Building Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 no later than 5:W p.m., September 21, 2001 time. FORM OF PROPOSAL Proposals will not be accepted after this Consultant proposals shall contain the following: Statement of qualifications clearly indicating the services in which the firm is interested; 2. Statement/discussion of services provided, including anticipated turnaround times and ability of firm to handle requests on an as -needed basis; 3. Resumes of key personnel for various service areas; 4. Consultant fee schedules, including hourly rates and proposed flat fees; 5. Completed consultant self rating form included with this request for proposal. EVALUATION OF PROPOSALS The City of San Juan Capistrano is interested in selecting consultants who have the experience and expertise to render plan checking, engineering and architectural services in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist primarily of four parts: Consultants' experience 2. Consultants' expertise 3. Consultants' ability to handle volume and meet time frames 4. Consultants' costs 0 0 Request for Proposal Page 3 It is important to the City that you identify the persons you will assign to various functions, at which office they are assigned and whether they are full-time employees of your firm. You should also address any conflict of interest that may exist and commel c on solutions. The City of San Juan Capistrano reserves the right to reject any and all proposals. Nonacceptance of any proposal will not imply criticism , `the proposal orthat any proposed service was deficient. All participating candidates will be notified of the decision reached. CONSULTANT'S RESPONSIBILITY The Consultant shall perform the tasks as set forth herein: A. Building Services Review construction documents in accordance with the following uniform model codes as amended by City ordinance: a. Uniform Building Code -1998 California Building Code b. Uniform Plumbing Code - 1998 California Plumbing Code c. Uniform Mechanical Code - 1998 California Mechanical Code d. Nationsi Electrical Code - 1996 Edition e. California Code of Regulations - Title 24 Provide a comprehensive plan review as directed or provide only specified plan review elements as follows: a. Structural review and analysis of design and calculations b. Inspection services c. Other building services as may be defined 3. Provide geotechnical review and consultation regarding soil problems, features or events. B. Engineering/Architectural Services Review construction documents and subdivision maps in conformance with the following standards: a. City of San Juan Capistrano Municipal Code b. City of San Juan Capistrano and County of Orange applicable design standards c. Highway Design Manual standards d. San Diego Regional Water Quality Control Permit L Ll Request for Proposal Page 4 2. Provide comprehensive plan review or design services as directed for the following elements: a. Geotechnical review/design b. Street improvements c. Storm drain/hydrology reports/design d. Traffic/striping improvements e. Traffic studies f. Sewer improvements g. Landscaping improvements h. Subdivision map checking i. Structures (i.e., bridges) j. Inspection services k. Pavement analysis I. Architectural design m. Drafting n. Water quality design and review C. Document Transmittal Pick up and resubmit plans to the City via the Building & Safety Division or Engineering Division counter. D. Performance Reouirements 1. Plan Check Services Render and remit a typed plan check correction/clarification list (two copies) to the Engineering & Building Department within 10 working days from notification by the City. 2. Engineering/Architectural Services Complete services in a thorough and efficient manner, on time and within the approved fee schedule. 0 0 Request for Proposal Page 5 E. Fee Schedules 1. Engineering Fees a. Plan Check Engineering fees will be determined for plan check services based on the attached fee schedule. The consultant shall bill on an hourly basis, not to exceed 75% of the total fee, and fees may be negotiated lower if, in the determination of the City, a lower fee is warranted. b. Design/Architectural Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. 2. Building Fees a. Plan Check Total plan check at 80% of base plan check fee paid by applicant not including any surcharges (base plan check fee). Base plan check fee will be 65% of building permit fee, not including surcharges. Structural plan check is not to exceed 60% of base plan check fee, not including any surcharges. b. Other Services Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. F. Maintenance of Records The consultant will maintain all books, documents, papers, employee time sheets, accounting records/ledgers and other evidence pertaining to costs incurred and shall make such materials available at their respective offices at all reasonable times during the contract period and for three years from the date of final payment for inspection by the City. The consultant shall furnish copies, if requested. n U Request for Proposal Page 6 CITY'S RESPONSIBILITY The City shall perform the tasks as set forth herein: A. Establishment of Valuation (Plan Check Services Only) Assign a valuation to the proposed work in accordance with the appropriate Engineering or Building Division standards. The City shall collect all fees from the applicant in connection with the services. B. Proiect submittals City will supply all necessary documentation/specifications, reports, studies, calculations, etc., to Consultant as is readily available at the City. C. Coordination City will serve as project coordinator. On plan checking, the City will be responsible for notifying the applicant when plans with corrections are available to pick up. The City will route plans (preliminary/revised) to and from the Consultant. SELECTION PROCESS The Selection Committee, comprised of the Engineering & Building Director, Development Services Manager and two Senior Engineers, will review the proposals submitted. Candidates will be selected based on the proposals submitted, including qualifications of staff, proposed fee schedules and ability to handle work load in a timely manner. Very truly yours, William M. Huber Engineering and Building Director WMH:jt Attachments 1. Engineering Fees 2. Consultant Self -Rating Form 3. Sample of Personal Services Agreement 0 9 CONSULTANT SELF -RATING FORM Consultants are asked to rate their expertise in the various fields listed below. The information will be used by Staff in selecting consultants on specific types of work. Consultants may rate themselves high on more than one category, but should not rate the same in more than three categories. Building plan check and Engineering plan check are considered separate services and should be rated independent of one another. On a scale of 1 to 10, rate yourself with "1 " being your strongest area of expertise and "l 0" being a competent area of expertise. "N" or no rating will indicate no interest or company expertise in that field. BUILDING SERVICES ENGINEERING SERVICES Geotechnical Review Geotechnical Design, Review & Analysis Electrical Review and Analysis Street Improvements Mechanical Review and Analysis Storm Drain Improvements & Hydrology Studies Plumbing Review and Analysis Traffic Circulation Studies Energy Calculations Traffic/Striping Improvements Handicapped Provisions Sewer Facilities Improvements Inspection Services Landscaping Improvements Grading Plans Subdivision Map Checking Structures Inspection Services Pavement Analysis Survey Drafting Services Water Quality Design and Review FIRM NAME: RATER: DATE: 2001 • ENGINEERING FEES • Engineering Documents and Records - MicrofilmlDigital Storage` ..................... ........... $1.00 per sheet - Document and Record RetdevaliResearch/Review $40.00 per hour (Minimum Charge - One Hour) - Digital Ortho Photo Imaging ......... . ... .. $500 per foot tile (Includes $400 per foot the + 2 hour mim staff time @ $50 per hour) - GIS Information Requests ............ ... ....... As determined by City Engineer `Each person, firm or corporation shall pay a microfiche or digital storage fee for permit applications, plans, specifications, calculations, soils reports, and all pertinent data required to be maintained by state regulations, per sheet. Lot Line Adjustment - Submittal and Processing ................................ $1,750 Map Processing (Due with Map Submittal) - Tract maps` ........................................... $1,000, plus $100 per lot or unit up to 25, plus $50 per lot or _ = unit over 25 - Parcel maps ........................................... $1,000, plus $100 per lovunit - Records of survey ...................................... $500, plus $50 per lot - CC&R's .....I ......................................$500 `Duplicate Mylar Deposit ... .. .. .... ..... $20 per sheet Improvement Plan Processing Public improlVement plans (Due with Plan Submittal) - Submittal $i,000 - Checking 3% of construction costs - Hydrology/Hydraulic Studies (0-20 Acres) ................... $4.50 per 0.1 acre ($450 min) - Hydrology/Hydraulic Studies (Over 20 Acres) ................ $1,200, plus $1 per 0.1 acre over 20 acres ($4,000 max) - Sewer Studies (0-20 Acres) ............................... $4.50 per 0.1 acre ($450 min) - Sewer Studies (Over 20 Acres) ............................ $1,200, plus $1 per 0.1 acre over 20 acres ($4,000 max) Private Improvement Plan Processing (Due w/Plan Submittal) Submittal $Soo - Checking 3% of construction costs Map/Plan Processing Administration Includes the preparation and processing of agreements, ... . 3 Y, % of improvement costs resolutions, City Council and Commission agenda reports, ($500 min) Payable prior to presentation to commissions/boards, field investigation improvement plan approval) (Does not include advertising & recording fees) Easements (Modification/Processing) ....................... As determined by City Engineer (Does not include advertising & recording fees) ($500 min) Street cut deposit for less than 500 square feet" .... .......... $500 to $1,000 Street cut deposit - over 500 square feet" .............. ..... As determined by City Engineer 'Refundable Deposit (upon completion of work) Permit Issuance Fee ............. ...............$40 Engineering Inspection Fee .. $50 per hour Elevation Certificates (FEMA) .. $40 Miscellaneous Fees As determined by City Engineer Development Inspections (Due Prior to Plan Approval) Improvement costs up to $100,000 ..... ..... ....... .... . 3 1/2% of improvement costs, with a minimum of $100 Improvement costs $100,000 and over .... .. ............. $3,500, plus 3% of improve- ment costs over $100,D00 1 of 2 0 ......................$1170 per acre Sureties and Deposits (Due prior to approval of Improvement $860 per acre Agreement or Encroachment Permit Issuance, whichever is applicable) .. .............. per acre Faithful performance surety ..........................$170 per acre (released one year after the notice of completion) ............. 1o0 ro of construction costs Labor and material surety $1470 per acre (released upon the completion of the project) ... ............ t00% of construction costs Monumentation surety (released upon the Engineer's certification of work) ........... 100% of monumentation costs Water Surety ............................................ As required by Capistrano — Valley Water District Parks & Recreation Fee ('see below) Fee for 49 units or less - Single family detached dwelling units........ ....... .............. $4,840 per unit - Attached Units, including duplex, townhomes & apart, nts........... $4,390 per unit - Mobile Homes $2,877 per unit Fee for 50 units or more (Land dedication may be .................... a units x occupancy factor* substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr `Occupancy Factor - Single Family 3.2 ocaunit - Attached units, including duplex, townhouse & apartments............ 2 9 ocaunit - Mobile Homes ....................... ... ............... 1.8 ocaunit Sewer Capacity Fee (Due Prior to Building Permit) - Residential T ........................................... $3,165 per unit - Commercial, Industrial, Non -Residential ("see below) .............. $3,165 per 1500 SF of floor .. ... area or fraction thereof Agricultural Preservation (Due Prior to Building Permit) - Residential ............. ................. ............ $500 per unit - Commercial/Non- Residential . . $1000 per acre Drainage Area Fees (`see below) L01 .................... ......................$1170 per acre L02 $860 per acre L03$320 .. .............. per acre L05 ................ ..........................$170 per acre M01 $786 per acre L01 S02 $1470 per acre Advanced Energy Fee (Street Lights) (Due Pnorto Plan Approval) Lamp Size Single Double 7,000 Lumens $90 per light $126.60 per light 20,000 Lumens $126.20 per light $187.50 per light 'Parks & Recreation and Drainage Fees are due prior to Subdivision Map Approval_ For properties not requiring maps, these fees are due prior to Building Permit Issuance. "Sewer capacity fees are due prior to Budding Permit Issuance for any increase in building size. NOTE: Additional fees may be required by the Building & Safety Division, the Department of Planning Services & the Capistrano Valley Water District. Parks & Recreation Sewer and Agricultural Preservation Fees are due prior to Building Pennit Issuance for all Secondary Dwelling Units Revised 6/01, c \wpwV pdocs ritherlfees 2 oft