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07-0101_NORRIS - REPKE, INC_Personal Services Agreementr� u 0 PERSONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this y of r ,� X96 , by and between the City of San Juan Capistrano (hereinafter ref red to as the "City") and Norris-Repke, Inc., (hereinafter referred to as "Consultant"). RECITALS: WHEREAS, City desires to retain the services of Consultant regarding the City's proposal to provide Engineering, Building, and Grading Plan Check; Map Check, Geotechnical Review; and Engineering and Architectural Services; temporary in-house or field consulting work required by the City; 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 performing and executing Engineering, Building, and Architectural Services including Building and Engineering plan check services, consulting, inspection, and other related services as required. Specific project details will be presented to the consultant, when necessary, to be accounted for in the deliverables and compensation. 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 Z. Term. This Agreement shall be for a period of three (3) years. The City will consider extending the agreement for up to two additional one (1) year extensions based upon mutual agreement of the parties. Section 3. Compensation. 3.1 Amount. 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 amount Amount paid to date SD 0 0 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. 3.2 Rate Schedule. The services shall be billed to the City up to the stipulated amount agreed to at the hourly rate set forth in Exhibit "A," attached and incorporated herein by reference, or as agreed to in writing. Included within the compensation are all the Consultant's ordinary office and overhead expenses incurred by it, its agents and employees, including meetings with the City representatives and incidental costs to perform the stipulated services. Submittals shall be in accordance with Consultant's proposal. 3.3 Method of Payment. 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 shall submit monthly invoices based on total services which have been satisfactorily completed and specifying a percentage of projected completion for approval by the City. The City will pay monthly progress payments based on approved invoices in accordance with this Section. These invoices should be submitted to: City of San Juan Capistrano, Attention: Engineering and Building 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. 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. 2 0 0 Section 5. Limitations Upon Subcontractina and Assianment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for City to enter into this Agreement. Consultant shall 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. 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 191 0 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. 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: 0 0 0 $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. 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 to the City Clerk's office for certification that the insurance requirements of this Agreement have been satisfied. 14.5 Errors and Omissions Coverage Throughout 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 Clerk of the Board's office for certification that the insurance requirements of this Agreement have been satisfied. 5 0 0 14.6 Notice of Cancellation/Termination 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. 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 Administrative Services To Consultant: Norris-Repke, Inc. Attn: Tim D'Zmura 400 N. Tustin Avenue, Suite 230 Santa Ana, CA 92750 [:] 0 0 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. IN WITNESS WHEREOF, the parties hereto have executed this Agreement. APPROVED AS TO FORM: John R. Shaw, City Attorney CITY OF SAN JUAN CAPISTRANO / r / By: David Sw dllili, Mayor CONSULTANT ��J By: //l/ Wew W Ikv=t-3 W. RviktE 0 Standard Hourly Rates Calendar Year 2006 Engineering Design Hourly Rate Principal $160 Project Manager $140 Project Engineer $120 Senior Project Designer $110 Designer II / Engineer II / Planner II $100 Designer I / Engineer I / Planner 1 $95 Engineering Assistant $80 Technician II $80 Technician 1 $70 City Engineering / Building & Safety City Engineer $160 Associate Engineer $120 Building Official $120 Assistant Engineer $105 Senior Building Inspector $100 Building Inspector $95 Plan Checker $95 Engineering Technician $80 Construction Management & Observation Construction Manager/ Administrator $140 Resident Engineer $120 Senior Public Works Observer $95 Public Works Observer $80 Land Surveying & Mapping Survey Party (3 person) $230 Survey Party (2 person) $200 Survey Manager $140 Party Chief $100 Surveyor / Survey Technician $90 Surveying Assistant $80 Instrument Operator $80 • Services performed by subconsultants will be billed at cost plus 15% • Outside printing, photos or reproductions will be billed at cost plus 10% • Outside agency fees will be billed at cost plus 10% Norris-Repke, Inc. Rates are effective through December 31, 2006. EXHIBIT A • 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493.1171 (949) 493-1053 FAX www sanjuancapistrano. org TRANSMITTAL TO: Tim D'Zmura Norris-Repke, Inc. 400 N. Tustin Avenue, Suite 230 Santa Ana, CA 92750 DATE: October 25, 2006 dVa, i ,�y IA(OAIOAAAfA �msAlo � 1461 1776 ' FROM: Meg Monahan, MMC — City Clerk (949) 443-6308 RE: Personal Services Agreement — Plan Check Services MEMBERS OF THE CITY COUNCIL The San Juan Capistrano City Council approved the enclosed referenced Personal Services Agreement. SAM ALLEVATO DIANE BATHGATE WYATT HART JOE SOTO DAVID M. SWERDLIN This agreement is inactive until all of the following conditions are met: • The date is January 1, 2007 or later; and • The City has initiated use of your services; and • The Office of the City Clerk has received the required documents confirming compliance with the Insurance Terms (Section 14). The term of this agreement extends (3) years from January 1, 2007, with the possibility of two (1) year extensions. You are not required to submit insurance documents until the City initiates use of your services. At that time, documents may be faxed to ATTENTION CITY CLERK; (949) 493-1053 and these documents must be maintained current, or all payment for services will be withheld until this requirement is met. If you have questions regarding the agreement, please contact the Project Manager, Jill Thomas, Management Analyst ll, (949) 443-6362. If you have questions concerning insurance documentation, please contact Maria Morris, Deputy City Clerk (949) 443-6309. CC: Jill Thomas, Management Analyst II Nasser Abbaszadeh, Engineering & Building Director San Juan Capistrano: Preserving the Past to Enhance the Future 0 0 • 10/17/2006 AGENDA REPORT D 6 TO: Dave Adams, City Manager FROM: Nasser Abbaszadeh, Director of Engineering and Building SUBJECT: Consideration of Master Personal Services Agreements for Engineering, Building, and Architectural Services RECOMMENDATION By motion, approve 35 consultant service agreements to perform and execute Engineering, Building, and Architectural Services including building and engineering plan check services for a three (3) year term with the option of two (2) one-year extensions, not to exceed $50,000 per project proposal, per year. A. Summary and Recommendation The concept of a master consultant listing of prequalified firms was originally introduced in 1992 and, to date, has worked very well. It was created as a means to • improve service delivery for resident and developer plan check, as well as environmental, traffic studies, inspection services and temporary staffing. The concept has proven successful, resulting in improved efficiency. Our current contracts expire on December 31, 2006. Therefore, staff has solicited proposals and is requesting that 35 firms be recommended for a new three-year contract with the option of two one-year extensions. B. Background 1. History In 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 required that they perform their services at a specified percentage of the City's fees. All consultants agree to a fee not to exceed 65% or 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 five 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 1997. Design services were added to the listing in 1997, in addition to plan check services. 0 SE) Agenda Report Paae 2 October 17, 2006 In December 2001, City Council again approved agreements with a selected group of consultants for plan check and design services. These agreements will expire December 31, 2006. 2. Selection Process A Request for Proposals was sent to 46 firms. Many of these firms were on the pre -approved list, with others added at staff members request. Of the 46 firms, 35 responded with proposals. The proposals included general engineering and building firms, as well as a number of specialty companies. The specialty companies include areas such as geotechnical, traffic, building structural, and water quality services. A review team consisting of the Department Director, Administrative Assistant, and Engineering and Building Project Managers 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 35 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. Attachment 1 provides a list of consultants defined by their area of expertise. 3. Process 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 and miscellaneous services not covered byfee 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 $50,000 limit established under the master contract, it will be forwarded to City Council for review and approval. However, no new personal service agreements will be required, nor will insurance certifications cause delays, as they will already be in place. 9 0 Agenda Report October 17, 2006 Page 3 • COMMISSION/BOARD REVIEW, RECOMMENDATIONS ME FINANCIAL CONSIDERATIONS Costs for plan check services will be fully funded from engineering and building fees. Design services would be funded from approved 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 RECOMMENDATION By motion, approve 35 consultant service agreements to perform and execute Engineering, Building, and Architectural Services including building and engineering plan check services for a three (3) year term with the option of two (2) one-year extensions, not to exceed $50,000 per project proposal, per year. LJ Respectfully Submitted, Nasser Abbaszadeh, P.E. Engineering and Building Director Attachments: Prepared By, Kassidy Hill Administrative Assistant 1. Request for Proposal 2. Consultant Firms for Consideration 3. Standard Personal Service Agreement; Original agreements for each firm are available in the City Clerk's office for review. 40 32400 PASEO ADEI-ANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 1949) 4931053 FAX www sanjuancaplstrano. org REQUEST FOR PROPOSAL for Professional Consulting Services to MEMBERS OF TME CITY COUNCIL SAM ALLEVATO DIANE BATHGATE WYA77 HART JOE SOTO DAVID M. SWERDLIN PERFORM AND EXECUTE ENGINEERING, BUILDING, AND ARCHITECTURAL SERVICES INCLUDING BUILDING AND ENGINEERING PLAN CHECK SERVICES GENERAL INFORMATION It is the intent of the City of San Juan Capistrano, Department of Engineering and Building, to establish a team of consultants to facilitate procurement of engineering, building, and architectural services as well as plan check 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 five-year program in which the work load may 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 and/or for consultant usage. The services will also include any other temporary in- house or field consulting work which may be required by the Department. 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 Nasser Abbaszadeh, Engineering and Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675; (949) 443-6398. ATTACHMENT San Juan Capistrano: Preserving the Past to Enhance the Future • Request for Proposal SUBMISSION OF PROPOSAL Page 2 of 6 Proposals may by submitted by mail or hand delivered. Proposals should be delivered to: Nasser Abbaszadeh, Engineering and Building Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 No later than 3:00 p.m., July 6, 2006. Proposals will not be accepted after this time. FORM OF PROPOSAL Consultant shall submit two (2) copies of the proposal. Proposals shall contain the following: 1. 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 to include hourly rates and flat fees (if any); 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 three parts: 1. Consultants' expertise 2. Consultants' experience 3. Consultants' ability to handle volume and meet time demands It is important to the City that you identify the persons you will assign to various functions, from which office they are assigned and whether they are full-time employees of your firm. is Request for Proposal Page 3 of 6 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. CONSULTANT'S RESPONSIBILITY The Consultant shall perform the tasks as set forth herein: A. Building Services 1. Review construction documents in accordance with the following uniform model codes as amended by City ordinance: a. Uniform Building Code - Latest adopted California Building Code b. Uniform Plumbing Code — Latest adopted California Plumbing Code c. Uniform Mechanical Code — Latest adopted California Mechanical Code d. National Electrical Code — Latest adopted 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 soils reports, geotechnical issues, features and remediation. 4. Provide building and code enforcement inspection services. B. Engineering/Architectural Services 1. 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 d. Manual on Uniform Traffic Control Devices (MUTCD) — California Supplement e. San Diego Regional Water Quality Control Permit 0 Request for Proposal Page 4 of 6 • 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 and construction management 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 and Safety Division or Engineering Division counter. is D. Performance Requirements 1. Plan Check Services Render and remit a typed plan check correction/clarification list (two copies) to the Engineering and 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. 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. 0 Request for Proposal b. Design/Architectural Page 5 of 6 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. Buildinq 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. 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. �i 0 Request for Proposal C. Coordination 0 Page 6 of 6 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 City staff, 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. Sincerely, Nasser Abbaszadeh, P.E. Engineering and Building Director Attachments: 1. Consultant Self -Rating Form • 2. Engineering and Building Fee Schedule 3. Sample of Personal Services Agreement • 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. Please note if your company is a Disadvantaged Business Enterprise (DBE). On a scale of 1 to 10, rate yourself with "10" being your strongest area of expertise and "1" indicating no experience in the field. BUILDING SERVICES ENGINEERING SERVICES Geotechnical Review Geotechnical Design, Review and Analysis Electrical Review and Analysis Street Improvements Mechanical Review and Analysis Storm Drain Improvements and Hydrology Studies Plumbing Review and Analysis Traffic Circulation Studies Energy Calculations Traffic/Striping Improvements ADA Provisions Sewer Facilities Improvements Inspection Services Landscaping Improvements Architectural Services Grading/NPDES Plans Subdivision Map Checking Structures Inspection Services Pavement Analysis Survey Construction Management Services Water Quality Design and Review FIRM NAME: DBE: Yes ❑ No ❑ fc7_�G� DATE: .2006 0 • 0 0 Engineering Fees Fees Engineering Documents and Records Document and Record Retrieval/Research/Review $50 per Hour (min Charge of 15 minutes GIS Information Requests As determined by City Engineer Digital Ortho Photo Imaging $500 per foot tile (Includes $400 per foot tile plus 2 hour minimum staff time @ $50 peT hour Microfilm/Digital Stora a $1.00 per Sheet Lot Line Adjustment Submittal and Processing $1,750 Map Processing (Due with Mai) Submittal) Tract Maps $800, plus $325 per lot Parcel Maps $800, plus $325 per lot Parcel Mas Du licate Mylar Deposit $20 per sheet Records of Survey $500, plus $50 per lol CC&R's $500 Improvement Plan Processing (Due with Plan/Study Submittal Submittal $1,000 Checking/Review 3% of construction costs H drolo /H draulic Studies 0-20 acresper $625 Minimum up to 5 Acres Over 5 Acres ($625 plus $12.50 additional 0.1 Acre Hydrology/Hydraulic Studies over 20 Acres $2,500 plus $1 per 0.1 Acre over 20 Acres $6,500 maximum Sewer Studies 0-20 Acresper $625 Minimum up to 5 Acres Over 5 Acres ($625 plus $12.50 additional 0.1 Acre Sewer Studies Over 20 Acres r2$25OO plus $1 per 0.1 Acre ove 0 Acres $6,500 maximum • P:\Eng & Bldg\Department\Forms\Engineering Fee - 7-1-06 Update Engineering Fees Fees Encroachment Permit Fees Issuance Fee - Applies to All Permits $52.35 NPDES Permit Fee 10% of total permit with the exception of ROW Entry, Traffic Control, and Storage Bin in Right of Wa . Plan Check Fee $52.35 Archival/Digital Record Fee $1.00 per sheet Refundable Deposit $50042.000 Utility Fees SewerlWater/Storm Drain Connection (ea) $75 Manhole Facility (ea) $75 SewerANater/Storm Drain Lines - up to 24" Diameter $75 minimum, $0.75 LF Development Improvement Inspections - Sewer/Water/Storm Drain Lines over 24" 3.5% of Engineers Estimate Utility Line Installations Up to 100' LF $75 Utility Line Installations Over 100' LF $75 minimum, $0.10/1-F Misc. Street CuUPothole/Trench $150 minimum/ $1.00 per sq ft. Curb/Gutter LF $75 minimum up to 150 LF.Over $151 LF, $75 plus $0.50/LF R/R Sidewalk (Sq. Ft. $75 minimum, up to 150 sq. ft. Over 150 SF, $75 plus $0.15/sq. ft. R/R Driveway - Residential $125 R/R Driveway -Commercial $150 Curb Core - up to 3 cores $75 minimum Other Related Encroachment Permit Fees Haul Route $75/Da Right of Way Ent $150 Equestrian Trail Use $75/Day plus $100 Notification Deposit Traffic Control/Lane Closure not part of another project scope $50/da Storage Bin in Right of Way $50 for a two week period Engineering Inspector's Hourly Rate $78.50 Engineering Inspector's Hourly Rate for Night Work $115.20 PAEng & Bldg\Department\Forms\Engineering Fee - 7-1-06 Update 0 • 0 0 Engineering Fees Fees Advance Energy Fee for Street Lights (Due Prior to Plan ADDrovah Lamp Size 7,000 Lumens Single - $90 per light, Double $126.60 per light Lamp Size 20,000 Lumens Single $126.20 per light, Double $187.50 per light Capistrano Circulation Fee Program for Residential Dwellings (Due prior to Building Permit Issuance) _ Land Use Category/Unit SingleDU Primaryand Secondarv)/Dwelfing Unit Multiple DU/Dwellin Ug it Fee Per Unit $7.387 $6,066 Capistrano Circulation Fee Program for Commercial Units (Due prior to Bldg. Permit Issuance Land Use Category/Unit Fee per Unit Auto Dealership/Acre $228,000 Auto Repair/Service/sf of floor area $3.04 Church/sf of floor area $3.54 Clinic/sf of floor area $12.99 Commercial/sf of floor area $8.51 Elementary/Middle School/student $170 Equestrian/Stable $76 Golf Course/Acre $6,330 High School/student $520 Hospital/sf of floor area $7.60 Hotel/Roam $3,310 Industrial/sf of floor area $3.86 Mortua /sf of floor area $9.42 Motel/Room $3,870 Museum/sf of floor area $5.32 Nursing Home/bed $2,280 Office/R & D/sf of floor area $6.40 Private School/student $360 Racquet Club/Health Spa/Court $15,200 Self Storage/Unit $150 Service Station/Site $35,625 Service Station w/Mart/Site $35,625 Theater/Seat $680 Special Note: These are only engineering fees. Other fees may be required by the Building and Safety Division, the Department of Planning Services, and the Capistrano Valley Water District. 0 PAEng & BldgtDepartmentXFonnslEngineering Fee - 7-1-06 Update Consultants Under Consideration for Master Personal Services Agreements Enaineerina and Buildina Services Amec Earth & Environment, Inc. Charles Abbott Associates, Inc. George G. Boghossian & Associates, Inc. David H. Lee & Associates, Inc. Hetherington Engineering, Inc. IDC Consulting P & D Consultants, Inc. Peter & Associates RBF Associates Tetra Tech Willdan General Engineering Adams Streeter Civil Engineers, Inc. AKM Consulting Engineers Austin -Foust Associates, Inc. Berryman & Henigar Darnell & Associates, Inc. D -Max Engineering, Inc. Gong Enterprises Hall and Foreman, Inc. Hartzog & Crabill, Inc. J. L. Patterson KFM Engineering MBF Consulting, Inc. Norris-Repke, Inc. PBS&J RK Engineering Group Toal Engineering VA Consulting, Inc. Geotechnical Services Lawson & Associates, Inc. Petra Geotechnical, Inc. Traffic Services Urban Crossroads, Inc. Landscape Design Services Ridge Landscaping Architects RJM Design Group Robert Clark Graves, Inc. Building Services Only Esgil Corporation ATTACHMENT 0 is LJ n U PERSONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this _ day of 2006, by and between the City of San Juan Capistrano (hereinafter referred as the "City") and <<Consultant>>, (hereinafter referred to as "Consultant"). RECITALS: to WHEREAS, City desires to retain the services of Con sultant=regarding the'City's proposal to provide Engineering, Building, and Grading Plam Clweck;, Map. Check, Geotechnical Review; and Engineering and Architectural Services; temporary in-house or field consulting work required by the City; and WHEREAS, Consultant is qualified by virtue of,experience,'iraining, 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 performing and executing Engineering, Building, and Architectural Services including Building and Engineering plan check services, consulting,inspection, and other related services as required. Specific project details will lie; presented'to'the consultant, when necessary, to be accounted for in the deliverables and compensation. 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:be for a period of tF extending the agreement for up to4wo additional mutual agreement of thb parties. j Section 3. -Compensation. 3.1 Amount. -ee (3) years. The City will consider one (1) year extensions based upon 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 amount Amount paid to date ATTACHMENT 3 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. 3.2 Rate Schedule. The services shall be billed to the City up to the stipulated amount agreed to at the hourly rate set forth in Exhibit "A," attached and incorporated herein by reference, or as agreed to in writing. Included within the compensation are all the Consultant's ordinary office and overhead expenses incurred by it, its agents and employees, including meetings with the City representatives and incidental costs to perform the stipulated services. Submittals shall be in accordance with Consultant's proposal. 3.3 Method of Payment. 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 shall submit monthly invoices based on total services which have been satisfactorily completed and specifying a percentage of projected completion for approval by the City. The City will pay monthly progress payments based on approved invoices in accordance with this Section. These invoices should be submitted to: City of San Juan Capistrano, Attention: Engineering and Building 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. 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. 2 0 0 0 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 shall 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. 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 40 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. 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: 0 0 9 • $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. • 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 to the City Clerk's office for certification that the insurance requirements of this Agreement have been satisfied. 14.5 Errors and Omissions Coverage Throughout 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 Clerk of the Board's office for certification that the insurance requirements of this Agreement have been satisfied. 5 14.6 Notice of Cancellation/Termination 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. 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 Administrative Services To Consultant: • 0 • 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. IN WITNESS WHEREOF, the parties hereto have executed this Agreement. 0 ATTEST: Margaret R. Monahan, City Clerk APPROVED AS TO FORM: John R. Shaw, City Attorney 0 CITY OF SAN JUAN CAPISTRANO By: David M. Swerdlin, Mayor CONSULTANT