01-1204_KEITH COMPANIES_Personal Services AgreementPERSONAL SERVICES AGREEMENT
THIS GREEMENT is made and entered into
200 , by and between the City of
(hereinafter referred to as the "City") and The
(hereinafter referred to as "Consultant").
RECITALS:
this le&day of
San Juan Capistrano
Keith Companies
WHEREAS, City desires to retain the services of Consultant regarding the City's
proposal to provide Engineering/Building Plan Check, Engineering, and Architectural
Services; and
WHEREAS, Consultant is qualified by virtue of experience, training, education
and expertise to accomplish such services.
NOW, THEREFORE, City and Consultant mutually agree as follows:
Section 1. Scope of Work.
The scope of work to be performed by Consultant shall consist of those tasks as
set forth in Exhibit 'A" attached and incorporated herein by reference.
Consultant warrants that all of its services shall be performed in a competent,
professional and satisfactory manner and in accordance with the prevalent standards of
its profession.
Section 2. Term.
This Agreement shall commence on the effective date of this Agreement by all
parties. This Agreement shall be for a three-year (3 -year) period of time with two one-
year extensions. Agreement extensions shall be based on staff review of Consultant
performance. The Agreement shall terminate December 31, 2007.
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Section 3. Compensation.
3.1 Consultant contract billings may be submitted on the consultant's
forms and, at a minimum, should contain the following:
Title or project(s)
Purchase order number
Total approved purchase order amo:--it
Amount paid to date
Amount requested
Amount remaining on purchase order
Breakdown of amounts by project type or account number
Total cost to City for Consultant's fees shall not exceed $50,000 per
project proposal for each annual period. The amount stipulated above is not a
guarantee by the City to Consultant that said amount will be received by Consultant.
Rather, it represents the maximum authorization permitted without further Council
approval. Consultant may not, dependent upon availability of projects, receive any
work. The City shall issue purchase orders equal to the anticipated Consultant fees on
a project basis, which shall constitute Consultant's authorization to proceed. Consultant
fees will be billed based on the hourly rate schedule in Exhibit B, up to the stipulated
amount agreed to either as stipulated by the plan check fee schedule in Exhibit A or as
agreed to in writing.
3.2 Method of Payment.
Consultant shall submit monthly invoices, clearly indicating the monthly
period for which the billing is made. These invoices should be submitted to: City of San
Juan Capistrano, Attention: Engineering Department (City Project Manager) 32400
Paseo Adelanto, San Juan Capistrano, CA 92675.
For extra work not part of this Agreement, a written authorization from City
is required prior to Consultant undertaking any extra work.
3.4 Records of Expenses.
Consultant shall keep complete and accurate records of all costs and
expenses incidental to services covered by this Agreement. These records will be
made available at reasonable times to City.
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Section 4. Independent Contractor.
It is agreed that Consultant shall act and be an independent contractor and not
an agent or employee of City, and shall obtain no rights to any benefits which accrue to
City's employees.
Section 5. Limitations Upon Subcontracting and Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals
and employees were a substantial inducement for City to enter into this Agreement.
Consultant shalt not contract with any other entity to perform the services required
without written approval of the City. This Agreement may not be assigned, voluntarily or
by operation of law, without the prior written approval of the City. If Consultant is
permitted to subcontract any part of this Agreement by City, Consultant shall be
responsible to City for the acts and omissions of its subcontractor as it is for persons
directly employed. Nothing contained in this Agreement shall create any contractual
relationships between any subcontractor and City. All persons engaged in the work will
be considered employees of Consultant. City will deal directly with and will make all
payments to Consultant.
Section 6. Changes to Scope of Work.
In the event of a change in the Scope of Work provided for in the contract
documents as requested by the City, the Parties hereto shall execute an addendum to
this Agreement setting forth with particularity all terms of the new agreement, including
but not limited to any additional Consultant's fees.
Section 7. Familiarity with Work and Construction Site.
By executing this Agreement, Consultant warrants that: (1) it has investigated
the work to be performed; (2) it has investigated the proposed construction site,
including the location of all utilities, and is aware of all conditions there; and (3) it
understands the facilities, difficulties and restrictions of the work under this Agreement.
Should Consultant discover any latent or unknown conditions materially differing from
those inherent in the work or as represented by City, it shall immediately inform City of
this and shall not proceed with further work under this Agreement until written
instructions are received from the City.
Section 8. Time of Essence.
Time is of the essence in the performance of this Agreement.
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Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and
regulations of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the contract period, Consultant shall have delivered to City
at least one (1) copy of any final reports and architectural drawings containing
Consultant's findings, conclusions, and recommendations with any support
documentation. All reports submitted to the City shall be in reproducible format.
All services to be rendered hereunder shall be subject to the direction and
approval of the City.
Section 12. Ownership of Documents.
All reports, information, data and exhibits prepared or assembled by Consultant
in connection with the performance of its services pursuant to this Agreement are
confidential to the extent permitted by law, and Consultant agrees that they shall not be
made available to any individual or organization without prior written consent of the City.
All such reports, information, data, and exhibits shall be the property of the City and
shall be delivered to the City upon demand without additional costs or expense to the
City. The City acknowledges such documents are instruments of Consultant's
professional services.
Section 13. Indemnity.
Consultant agrees to protect, defend and hold harmless City, its elected and
appointed officials and employees from any and all claims, liabilities, expenses or
damages of any nature, including attorneys' fees, for injury or death of any person or
damage to property or interference with use of property and for errors and omissions
committed by Consultant arising out of or in connection with the work, operation or
activities of Consultant, its agents, employees and subcontractors in carrying out its
obligations under this Agreement.
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Section 14. Insurance.
Insurance required herein shall be provided by Admitted Insurers in good
standing with the State of California and having a minimum Best's Guide Rating of A -
Class VII or better.
14.1 Comprehensive General Liability.
Throughout the term of this Agreement, Consultant shall maintain in full
force and effect Comprehensive General Liability coverage in the following minimum
amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to
contractual period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period.
14.2 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full
force and effect Comprehensive Automobile Liability coverage, including owned, hired
and non -owned vehicles in the following minimum amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to
contractual period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period
14.3 Worker's Compensation.
If Consultant intends to employ employees to perform services under this
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Worker's Compensation Employer's Liability Insurance in the statutory amount as
required by state law.
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14.4 Proof of Insurance Requirements/Endorsement.
Prior to beginning any work under this Agreement, Consultant shall submit
the insurance certificates, including the deductible or self -retention amount, and an
additional insured endorsement to the Consultant's general liability and umbrella liability
policies using ISO form CG 20 10 11 85 (in no event with an edition date later than
1990) to the City's General Counsel for certification that the insurance requirements of
this Agreement have been satisfied.
14.5 Errors and Omissions Coverage
Thfoughout the term of this Agreement, Consultant shall maintain Errors
and Omissions Coverage (professional liability coverage) in an amount of not less than
One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement,
Consultant shall submit an insurance certificate to the City's General Counsel for
certification that the insurance requirements of this Agreement have been satisfied.
14.6 Notice of Cancellation/Term!nation of Insurance.
The above policy/policies shall not terminate, nor shall they be cancelled,
nor the coverages reduced, until after thirty (30) days' written notice is given to City,
except that ten (10) days' notice shall be given if there is a cancellation due to failure to
pay a premium.
14.7 Terms of Compensation.
Consultant shall not receive any compensation until all insurance
provisions have been satisfied.
14.8 Notice to Proceed.
Consultant shall not proceed with any work under this Agreement until the
City has issued a written "Notice to Proceed" verifying that Consultant has complied
with all insurance requirements of this Agreement.
Section 15. Termination.
City and Consultant shall have the right to terminate this Agreement without
cause by giving thirty (30) days' advance written notice of termination to the other party
In addition, this Agreement may be terminated for cause by providing ten (10)
days' notice to the other party of a material breach of contract. If the other party does
not cure the breach of contract, then the agreement may be terminated subsequent to
the ten (10) day cure period.
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Section 16. Notice.
All notices shall be personally delivered or mailed to the below listed addresses,
or to such other addresses as may be designated by written notice. These addresses
shall be used for delivery of service of process:
To City: City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: Director of Engineering and Building
To Consultant: The Keith Companies
2955 Red Hill Avenue
Costa Mesa, CA 92626
Section 17. Attorneys' Fees.
If any action at law or in equity is necessary to enforce or interpret the terms of
this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs
and necessary disbursements in addition to any other relief to which he may be entitled.
Section 18. Dispute Resolution.
In the event of a dispute arising between the parties regarding performance or
interpretation of this Agreement, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service ("JAMS").
Section 19. Entire Agreement.
This Agreement constitutes the entire understanding and agreement between the
parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
ATTEST:
Ma gar t R. Monahan, City Clerk
APPROVED AS TO FORM:
John R. Sh t
City Attorney
CITY OF SAN JUAN CAPISTRANO
By: GUGtN
CONSULTANT
By: �Pz-
-
THOMAS E. BRAUN
President, Costa Mesa Div.
EXHIBIT A
32400 PASEO ADEL.ANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuancapistrano.org
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Isunu�n � 1961
1776
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
JOHNS. GEIFF
JOHN GREINER
MATT HART
DAND M. SWERDUN
CITY 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 for professional 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
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Request for Proposal Page 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:OO p.m., September 21, 2001. Proposals will not be accepted after this
time.
FORM OF PROPOSAL
Consultant proposals shall contain the following:
Statement of qualifications clearly indicating the services in which the firm is
interested;
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:
1. Consultants' experience
2. Consultants' expertise
3. Consultants' ability to handle volume and meet time frames
4. Consultants' costs
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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 comment 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. National Electrical Code - 1996 Edition
e. California Code of Regulations - Title 24
2. 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
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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 Requirements
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.
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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.
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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. Project 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
W MH:jt
Attachments 1. Engineering Fees
2. Consultant Self -Rating Form
3. Sample of Personal Services Agreement
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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 "10"
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 Quali Desi n and Review
FIRM NAME:
RATER:
DATE: 2001"
. ENGINEERING FEES
Engineering Documents and Records
- Microfilm/Digital Storage` ..................................... $1.00 per sheet
- Document and Record Retrieval/Research/Review ................. $40.00 fer hour
(Minimum Charge - One Hour)
- Digital Ortho Photo Imaging .... .............................. $500 per foot tile
(Includes $400 per foot tile + 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'storagefee for permit applications, plans,
specifications, calculations, soils reports, and all pertinent data required to be maintained by,state
regulations, per sheet.
Lot Line Adiustment
- 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 lotlunit
- Records of survey ...................................... $500, plus $50 per tot
- CC&R's ............................................$500
'Duplicate Mylar Deposit.............................................$20 per sheet
Improvement Plan Processing
As determined by City Engineer
Public improvement plans (Due with Plan Submittal)
($500 min)
- Submittal r.000
$5oo to $1,000
- Checking 3%, of construction costs
As determined by City Engineer
- 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
Engineering Inspection Fee ....... .. .. ......
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 Submittao
- Submittal $500
- Checking 3% of construction costs
Map/Plan Processing Administration
Includes the preparation and processing of agreements, ......... 3 vz% 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" ...............
$5oo 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 $100,000
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I......................$1170 per acre
Sureties and Deposits (Due prior to app, oval of Improvement
per acre
Agreement or Encroachment Permit Issuance, whichever is applicable)
per acre
Faithful performance surety
per acre
(released one year after the notice of completion) .............
100% of construction costs
Labor and material surety
per acre
(released upon the completion of the project) ................
100°x, of construction costs
Monumentation surety
(released upon the Engineer's certification of work) .. ..........
t00% 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 & apartments........... $4,390 per unit
- Mobile Homes $2,877 per unit
Fee for 50 units or more (Land dedication may be .................... N units x occupancy factor*
substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr
'Occupancy Factor
- Single Family ............................................ 3.2 occ/unit
- Attached units, including duplex, townhouse & apartments............ 2.9 octlunit
- Mobile Homes ................................. I .......... 1.8 occlunit
Sewer Capacity Fee (Due Prior to Building Permit)
- Residential ..... $3,165 per unit
- Commercial, Industrial, Non -Residential ("see below) .............. $3,165 per 1500 SF of floor
.....................................................area orfraction thereof
Agricultural Preservation (Due Prior to Building Permit)
- Residential ............................. I ............ , . $500 per unit
- Commercial/Non-Residential................................... $1000 per acre
Drainage Area Fees (`see below)
-L01 .....................
I......................$1170 per acre
-L02 ............................................$860
per acre
-L03 .. I... I .....................................$320
per acre
-L05 .... I.......... I ............................$170
per acre
- M01 ............................................$780
per acre
-L01S02 .............................................$1470
per acre
Advanced Energy Fee (Street Lights) (Due Prior to 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 Building 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 Permit Issuance for all Secondary Dwelling Units
Revised 6/01, c.\wpwinlwpdocslothenfees
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• Whe Keith Companies, Inc. •
Costa Mesa California Division EXHIBIT B
FEE SCHEDULE - July 1, 2001
Compensation for work performed on time and materials basis will be computed as follows:
CIVIL ENGINEERING SERVICES, WATER RESOURCES and MAPPING
Hourly Rate
President...................................................................................................................................................
$150.00
VicePresident..............................................................................................................................................
145.00
Director of Engineering, Director of Mapping ..... ......... .................. ................_..._...._..............._........._.......
139.00
Sr. Project Manager, Mapping Supervisor....................................................................................................
135.00
Project Manager, Assistant Project Manager, Sr. Project Surveyor..............................................................
130.00
Sr. Project Designer, Sr. Project Engineer....................................................................................................
125.00
Project Engineer, Project Designer, Project Surveyor...................................................................................
120.00
Sr. Design Engineer, Sr. Survey Analyst, Sr. Designer.................................................................................
115.00
De< n Engineer, Designer, Survey Analyst.............................................................................................
105.00
DesignTechnician.. .... ........................... - .................. ..... - .............................. ........... .... - ...........
............... 95.00
Asst. Engineer, Sr. CADD Technician, Research/Proc. Coordinator, Processing Manager ............................
90.00
CADDTechnician............................................................................................................................................
80.00
Jr. Engineer, Jr. CADD Technician, Jr. Survey Analyst.. ...... ...................... ............................. ............
........ 75.00
ProjectCoordinator ............... :................................. ........ ........ ........................................................ ................
65.00
Engineering/Survey Aide, Office Work... ................. .......................................... .......... ....................
60.00
PLANNING SERVICES
Vice President of Planning..........................................................................................................................
$145.00
Directorof Planning ........ -............ .......... ......... ..................... .......................................................................
135.00
PrincipalPlanner...........................................................................................................................................
110.00
SeniorPlanner... .................................................................. .................... ............ ............ ....... ..............
......... 105.00
ProjectPlanner... .............................................................................. ................. .............. .........
............. 90.00
Planner............................................................................................................................................................
85.00
Assistant Planner, Graphic Designer...............................................................................................................
70.00
PlanningTechnician........................................................................................................................................
60.00
FIELD SURVEY
Directorof Survey........................................................................................................................................
$139.00
Supervisor.....................................................................................................................................................
135.00
FieldCoordinator., ........................................................ - ..... ...... .......................................... .......................
110.00
SurveyTechnician...........................................................................................................................................
85.00
ThreePerson Crew.......................................................................................................................................
220.00
TwoPerson Crew..........................................................................................................................................
195.00
OnePerson Crew..........................................................................................................................................
145.00
ARCHAEOLOGY SERVICES
ProjectArchaeologist ........................................ ....... ............. .... ..........
... .............. ....... ...._....... __.......... _.... 115.00
Paleontologist................................................................................................................................................
100.00
Field/Lab Director............................................................................................................................................
71.00
CrewChief.......................................................................................................................................................
63.00
Field/Lab Assistant..........................................................................................................................................
61.00
SPECIAL SERVICES
ConsultationRe: Litigation .............................................. _............. _..........._...................................... ..................... $300.00
Director of Computer Services ........... _..................................._................................. ...... ...... ...................................... ... $139.00
MISCELLANEOUS FEES
The following services are billed at our cost plus 10%:
• Subcontracted services.
• Map check fees or filing fees advanced by us.
• Transportation, meals and lodging for overnight travel and incidental travel expenses.
• Commercial delivery services, including Federal Express, Express Mail, and Messenger Services.
• Excessive long distance telephone calls, telegrams, and other costs directly applicable to the project.
• Plotting and blueprint services and printing (the customer is encouraged to arrange for printing, other than prints or plots on our blueprint
machine and plotters, to be contracted directly with an outside blueprint company acceptable to us).
MILEAGE...... ........_......................... ....... .........._...._.............._................. ............. ..........:;..::._............... ............... $0.345/mile
27
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www. sanjuancapistrano. oq
December 21, 2001
The Keith Companies
2955 Red Hill Ave.
Costa Mesa, CA 92626
Dear Sir or Madam:
46
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
JOHNS. GELFF
COLLENE CAMPBELL
WYATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
One December 4, 2001 the City Council of San Juan Capistrano approved a Personal
Services Agreement with The Keith Companies to provide general engineering for a
three-year term, with (2) one-year extensions possible, not to exceed $50,000 per
project proposal, per year.
Prior to initiating work and in order to continue work under this agreement, evidence that
all terms under Section 14. Insurance must be current and on file in the City Clerk's
office. Our records indicate that we have no evidence on file.
Should you begin a consulting assignment, this evidence will be required. Until that
time, the original agreement will be held on file.
If you have any questions regarding this agreement, please contact Jill Thomas,
Management Analyst, at (949) 443-6362. If you have questions related to the evidence
required under Section 14, please contact Dawn Schanded, Deputy City Clerk, (949)
443-6310.
Sincerely,
Me ona an,
City Clerk
(949) 308
ILL
—,
CMC
Enclosure: Copy of a partially executed agreement
cc: Jill Thomas, Management Analyst, William Huber, Engineering and Building
Director; Dawn Schanderl, Deputy City Clerk
DRUG USE
IS
San Juan Capistrano: Preserving the Past to Enhance the Future
ACO -RD, CERTIFI TE OF LIABILITY IN ANCE 12128/01
PRODUCER "- THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
P. 0. BOX 10550 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Santa Ana, CA 92711-0550
714 427-6810 INSURERS AFFORDING COVERAGE
INSURED INSURER A. Hartford Fire Ins. Co.
The Keith Companies, Inc.-- -
NSURERB" Travelers Indemnity Co. of Illino'
DBA Keith Engineering, Inc./Costa Mesa
P.O. Box 25127 INSURERC United States Fire Insurance Co.
P.O.SantBox 251 92799.5127 INSURER D: Security Ins. Co. of Hartford
INSURER E:
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR rypE OF INSURANCE
LTR
POLICY NUMBER POLICY EFFECTIVE-, POLICY EXPIRATION-, LIMITS
DATE MM/DD/YY /DD/YY
DATE MM
A GENERAL LIABILITY
'57CESOA1665 12/31/01'12/31/02 EACHOCCURRENCE $1,000,000
X COMMERCIAL GENERAL LIABILITY
FIRE DAMAGE (Any one fire) $1, 000, 000
CLAIMSMADE X OCCUR
INDP. CONTRACTORS i MED EXP (Any one parson) $10,000
X CONTRACTUAL
INCLUDED. PERSONAL & ADV INJURY $1, 000, 000
X BFPD, XCU,- OCP
GENERAL AGGREGATE - s2, 000, 000
GEN'L AGGREGATE LIMITAPPLIES PER:,
PRODUCTS COMP/OP AGO $2, 000, 000
POLICY POOC'. L
E
B AUTOMOBILE LIABILITY
P810153D782701 12/31/01 12/31/02 COMBINED SINGLE LIMIT
X ANY AUTO
(Ea accident) $11 000, 000
ALL OWNED AUTOS
BODILY INJURY $
SCHEDULED AUTOS
(Per cement
X HIRED AUTOS
BODILY INJURY $
X NON -OWNED AUTOS
'� (Perer accident) accident)
-
PROPERTY DAMAGE m
(Per accida t� Z
GARAGE LIABILITY
_AUTO ONL`�; ES R2PENTW -
I ANY AUTO
OTHER THP > EA ACC_ $ M _-
~- '�
AUTO ONLY:' w'
- AGV v ITS
EXCESS LIABILITY
I_EACH OG(34UE�4E �J�7$ m
_--
7�
OCCUR (CLAIMS MADE
AGGREGATE O
DEDUCTIBLE
C
RETENTION $
'.$
C WORKERS COMPENSATION AND
14086150282 1112/31/01 12/31/02 �X CSTATUS OTR
EMPLOYERS' LIABILITY
E.L. EACH ACCIDENT $1 , 0 0 0 , 0 0 0
E.L. DISEASE - EA EMPLOYEE $1 , 0 0 0 , 0 0 U
E.L. DISEASE -POLICY LIMIT $1,000,000
D OTHER Professional
PL700885 '!12/13/01'112/13/02,$2,000,000 Per Claim
Liability
$2,000,000 Annl Aggr.
DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLE$/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
Re: All Operations
of Named Insured on City's Annual Contract for Plan
Check and Design Services Contract.
Certificate Holder
is Additional Insured as respects General Liability per
endt attached. Primary
& Non -Contributing applies to GL.
(AI/PR/X)
City of San ]uan Capistrano
Attn: Director Admin. Services
32400 Paseo Adelanto
S. }uan Capistrano, CA 92675
SHOULD ANYOF TH E ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILLiQDLNib A0jii DAYS W RITTEN
NOTICE TOTHE CERTIFICATE HOLDERNAMED TOTHE LEFT,$j/jR®(y�[Ry✓QA$Q$H$LY,J
ACORD 25-S (7/97) 1 of 1 #M69516 - - - _ - s--`RMK 0 ACORD CORPORATION 1988
POLICY NUMBER: 57CESOA1665 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES or
CONTRACTORS (FORM B)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Person or Organization:
City of San Juan Capistrano
Attn: Director Admin. Services
32400 Paseo Adelanto
S. Juan Capistrano, CA 92675
(if no entry appears above, information required to complete this endorsement will be shown in the Declarations
as applicable to this endorsement.)
WHO IS AN INSURED (Section II) is amended to include as an insured the person or organization shown in the
Schedule, but only with respect to liability arising out of "your work" for that insured by or for you.
PRIMARY INSURANCE:
IT IS UNDERSTOOD AND AGREED THAT THIS INSURANCE IS PRIMARY
AND ANY OTHER INSURANCE MAINTAINED BY THE ADDITIONAL INSURED
SHALL BE EXCESS ONLY AND NOT CONTRIBUTING WITH THIS
INSURANCE.
CG 20 10 11 85
0 9
2. INTRODUCTION OF COMMISSIONERS PRESENT AT MEETING (110.10)
Marie Buckner and Joanne de Guevara, Housing Advisory Committee; Ilse Byrnes,
Parks, Recreation and Equestrian Commission; Pastor Gary Tucker, president of
the Chamber of Commerce; Gil Jones, former Mayor, and his wife Millie; Sue Hart;
Joe Soto, Water Advisory Commission.
Mayor Bathgate recognized Council Member Hart and his wife Sue Hart for his year
of service to the City as Mayor.
ORAL COMMUNICATIONS: - None
CONSENT CALENDAR
Council Action: Moved by Council Member Campbell, seconded by Mayor pro tem John
S. Gelff and carried unanimously, 5-0, to approve items 1, 3 through 5, 7, 9 & 10 as
recommended by Staff.
1. MOTION TO READ ORDINANCES BY TITLE ONLY APPROVED.
2. APPROVAL OF MINUTES FROM THE REGULAR MEETING OF NOVEMBER 6,
2001 WITHDRAWN FROM THE AGENDA,
3. WARRANTS DATED NOVEMBER 15, 2001 IN THE AMOUNT OF $904,054.12;
AND PAYROLL WARRANTS DATED NOVEMBER 8, 2001 IN THE AMOUNT OF
$232,090.37 RECEIVED AND FILED. (300.30)
4. (38) CONSULTANT SERVICES AGREEMENTS APPROVED TO PROVIDE PLAN
CHECKANDDESIGN SERVICES FOR ATHREE -YEAR TERM WITH TWO ONE-
YEAR EXTENSIONS, NOT TO EXCEED $50,000 PER PROJECT PROPOSAL,
PER YEAR. (60Q.30)
The following companies were awarded Consultant Services agreement: AMEC
Earth & Environment, Inc.; Berryman & Henigar; Charles Abbott Associates; CgVL
Engineers; KFM Engineering; Norris-Repke, Inc.; P & D Consultants; Peter &
Associates; RBF Associates; Adams Streeter Civil Engineers; AKM Consulting
Engineers; Boyle Engineering; 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; RK
Engineering Group; Tetra Tech; The Keith Companies; Toal Engineering; Urban
Crossroads, Inc.; Van Dell & Associates; Willdan Associates; Esgil Corporation;
Cotton Shires and Associates; David H. Lee & Associates; Hetherington
CC Minutes 4 12-4-01
0 9
Engineering; Lawson & Associates; Petra Geotechnical, Inc.; Austin -Foust
Associates; Darnell & Associates; LSA Associates.
5. RESOLUTION NO. 01-12-04-02 ADOPTED ENTITLED "RESOLUTION OF THE
CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO, CALIFORNIA
APPROVING THE APPLICATION FOR GRANT FUNDS FOR THE ROBERTI-
ZBERG-HARRIS URBAN OPEN SPACE AND RECREATION PROGRAM UNDER
THE SAFE NEIGHBORHOOD PARKS, CLEAN WATER, CLEAN AIR, AND
COASTAL PROTECTION BOND ACT OF 2000 FOR IMPROVEMENT OF THE
OLD HIGH SCHOOL SPORTS COURTS" (930.20)
6. CONSIDERATION OF ISSUES - LOS RIOS HISTORIC PARKING LOT (CIP NO.
125)(600.30)
Written Communications: Report dated December4, 2001 from William M. Huber,
Engineering and Building Director.
Gil Jones, 31791 Los Rios Street, supported the recommended action and
encouraged that the project be completed in a timely manner.
Council Action: Moved by Council Member Hart, seconded by Council Member
Swerdlin and carried unanimously, 5-0, to direct City staff to return to a future
meeting with an analysis of the two options:
1. L-shaped parking lot running along the border of the Rios property and the
Niccola property.
2. The original design. Consistent with earlier direction, the option of a parking
lot on the CRA-Trulis property will not be considered.
Within those options staff will evaluate and provide recommendations on:
Appropriate buffer between the Niccola's and Montanez property and the
parking lot/RV storage;
• A "nature walk" connecting to Ramos Street
• Phased approach to allow the parking lot to be implemented as soon as
possible within the City's fiscal limitations.
Assumed within all option:
• The parking lot will be asphalt rather than gravel or other less improved
surface.
• The RV storage lot will be gravel
• The trees will be retained within the parking lot and RV storage to the
maximum extent practical.
• Security issues will be carefully evaluated
CC Minutes 5 12-4-01
9
E
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 for a (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
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 00'6
P
Agenda Item
Page 2
December 4, 2001
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 Engineering Only
Adams Streeter Civil Engineers, Inc.
AKM Consulting Engineers
0 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.
9
Agenda Item
Page 4
December 4, 2001
3. 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 norwill insurance certifications cause delays, as
they will already be in place.
COMMISSION/BOARD REVIEW, RECOMMENDATIONS
N/A
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
1. 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.
2. Do not approve.
3. 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 fora (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project
proposal, per year.
Respectfully Submitted, Preprred By,
r�
William M. Huber, P.E. Jill Thomas
Director, Engineering and Building Administrative Assistant
WMH/jt
Attachments 1. Request for Proposal
2. Sample Personal Service Agreement — Original agreements for each
individual firm are available in the City Clerk's office.
32400 PASEo ADEL.ANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053(FAX)
www. sanjuancapistrano. org
0
JVAW
II(1111111f1
• nnnnlD I 1961
1776
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
MEMBERS OF THE CRY COUNCIL
DIANE L. BATHGATE
JOHN S. GEIFF
JOHN GREINER
MATT HART
DAVID M. SWERDLIN
CITY 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 for professional 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.
oeua use
Is
San Juan Capistrano: Preserving the Past to Enhance the Future
E
Request for Proposal Pake 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 5:00 p.m., September 21, 2001. Proposals will not be accepted after this
time.
FORM OF PROPOSAL
Consultant proposals shall contain the following:
Statement of qualifications clearly indicating the services in which the firm is
interested;
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:
1. Consultants' experience
2. Consultants' expertise
3. Consultants' ability to handle volume and meet time frames
4. Consultants' costs
0 9
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 comment 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. National 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
0
0
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 Requirements
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 consultan, 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.
0 0
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
W MH:jt
Attachments 1. Engineering Fees
2. Consultant Self -Rating Form
3. Sample of Personal Services Agreement
0 0
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 "10"
being a competent area of expertise. "N" or no rating will indicate no interest or company
expertise in that field.
BUILWNG 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
- Microfilm/Digital Storage' ...................... .
$1.00 per sheet
- Document and Record Retrieval/Research/Review ..
$40.00 per hour
(Minimum Charge - One Hour)
- Digital Ortho Photo Imaging .. .. . . ......
$500 per foot tile
(Includes $400 per foot tile + 2 hour mim staff time
@ $50 per hour)
GIS Information Requests ............ ..... . ..............
. As determined by City Enginebr
'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 Adiustment
- 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 lot/unit
-Records of survey ......................................
$500, plus $50 per lot
- CC&R's ............................................$500
'Duplicate Mylar Deposit ..... .....
.. $20 per sheet
Improvement Plan Processing
Public improvement plans (Due with Plan Submittal)
- Submittal $7,000
- 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 mm)
- 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 $500
- Checking 3% of construction costs
Map/Plan Processing Administration
Includes the preparation and processing of agreements, .........
3 '/,% 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*' .... ........ . $5oo to s1.000
Street cut deposit - over 500 square feet" ...... I ..... I ....... 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 casts over $100.000
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$1170 per acre
Sureties and Deposits (Due prior to app, oval of Improvement
$860 per acre
Agreement or Encroachment Permit Issuance, whichever is applicable)
$320 per acre
Faithful performance surety
..... .. ... . .. ...$170 per acre
(released one year after the notice of completion) .............
t00% of construction costs
Labor and material surety
..... per acre
(released upon the completion of the project) ................
l00% 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 s acr/1000 occ x $302,500 acr
`Occupancy Factor
- Single Family ............... I . ........... I .............. 3.2 occlunit
- Attached units, including duplex, townhouse & apartments............ 2 9 occ/unit
- Mobile Homes ......... 1 8 occ/umt
Sewer Capacity Fee (Due Priorto Building Permit)
- Residential - ............................................ $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
MO1
$780 per acre
L01 S02$1470
......................
..... per acre
Advanced Energy Fee (Street Lights) (Due Prior to Pian 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 Building 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 Permit Issuance for all Secondary Dwelling Units
Revised 6/01, c \wpwin\wpdocs\other\fees
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