Loading...
23-0101_CSG CONSULTANTS, INC._Professional Services Agreement1 61147.02100\32575512.1 CITY OF SAN JUAN CAPISTRANO MASTER CONSULTANT PROFESSIONAL SERVICES AGREEMENT This Agreement is made and entered into as of January 1, 2023 by and between the City of San Juan Capistrano (“City”), and CSG Consultants, Inc., a California Corporation with its principal place of business at 550 Pilgrim Drive, Foster City, CA 94404 (hereinafter referred to as “Consultant”). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties” in this Agreement. RECITALS A. City is a public agency of the State of California and is in need of professional services for the following project: Consulting Services in one or more of the following areas, which includes, but is not limited to: Engineering, Building, Architectural Services Including Plan Check, Archeological, Water quality, and Environmental Services (hereinafter referred to as “the Project”). B. Consultant is duly licensed and has the necessary qualifications to provide such services on the Project. Consultant desires to perform and assume responsibility for the provision of certain professional services required by City on the terms and conditions set forth in this Agreement and in the task order(s) to be issued pursuant to this Agreement (“Task Order”). C. The Parties desire by this Agreement to establish the terms for City to retain Consultant to provide the services described herein. AGREEMENT NOW, THEREFORE, IT IS AGREED AS FOLLOWS: 1. Services. Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit “A.” The services shall be more particularly described in the individual Task Order issued by the City or its designee. No services shall be performed unless authorized by a fully executed Task Order in the form attached hereto as Exhibit “C”. 2. Compensation. a.Consultant shall receive compensation, including authorized reimbursements, for all services rendered under this Agreement at the rates set forth in the Schedule of Charges attached hereto as Exhibit “B” and incorporated herein by this reference. The maximum compensation for services to be provided pursuant to each Task Order shall be set forth in the relevant Task Order. The total aggregate compensation paid to Consultant under this Agreement shall not exceed the amount set forth in Section 2(b) below. b.In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $45,000 per project. This amount is to cover all printing, traveling and related costs, and the City will not pay any additional fees for printing expenses. Periodic payments shall be made within 30 days of receipt of an invoice which includes a detailed description of the work performed. Payments to Consultant for work performed will be made on a monthly billing basis. 2 61147.02100\32575512.1 3. Additional Work. If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services, or the City will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement. 4. Maintenance of Records. Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City. 5. Term and/or Time of Performance. The term of this Agreement shall be from January 1, 2023 to December 31, 2025, unless earlier terminated as provided herein. Consultant shall complete the services within the term of this Agreement, and shall meet any other established schedules and deadlines set forth in each individual Task Order issued by the City. All applicable indemnification provisions of this Agreement shall remain in effect following the termination of this Agreement. 6. Delays in Performance. a. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non- performing party. For purposes of this Agreement, such circumstances include but are not limited to, abnormal weather conditions; floods; earthquakes; fire; epidemics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or judicial restraint. b. Should such circumstances occur, the non-performing party shall, within a reasonable time of being prevented from performing, give written notice to the other party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. 7. Compliance with Law. a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government, including Cal/OSHA requirements. b. If required, Consultant shall assist the City, as requested, in obtaining and maintaining all permits required of Consultant by federal, state and local regulatory agencies. c. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement. 3 61147.02100\32575512.1 8. Standard of Care Consultant’s services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. 9. Assignment and Subconsultant Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which shall not be unreasonably withheld. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates, and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder. 10. Independent Contractor Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided. 11. Insurance. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section. a. Commercial General Liability (i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City. (ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following: (1) Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or an acceptable equivalent as determined by the City in its reasonable discretion . (iii) Commercial General Liability Insurance must include coverage for the following: (1) Bodily Injury and Property Damage (2) Personal Injury/Advertising Injury (3) Premises/Operations Liability (4) Products/Completed Operations Liability (5) Aggregate Limits that Apply per Project (6) Explosion, Collapse and Underground (UCX) exclusion deleted (7) Contractual Liability with respect to this Agreement 4 61147.02100\32575512.1 (8) Property Damage (9) Independent Contractors Coverage (iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement. (v) The policy shall give City, its officials, officers, employees, agents and City designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to reasonable approval by the City, and provided that such deductibles shall not apply to the City as an additional insured. b. Automobile Liability (i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City. (ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto). (iii) The policy shall give City, its officials, officers, employees, agents and City designated volunteers additional insured status. (iv) Subject to reasonable approval by the City, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to the City as an additional insured, but not a self-insured retention. c. Workers’ Compensation/Employer’s Liability (i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement. (ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the “Workers’ Compensation and Insurance Act,” Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer’s Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the period required by this Agreement, workers’ compensation coverage of the same type and limits as specified in this section. 5 61147.02100\32575512.1 d. Professional Liability (Errors and Omissions) At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies reasonably acceptable to the City and in an amount indicated herein and shall be written on a policy form coverage specifically designed to protect against the negligent acts, errors or omissions of the Consultant. “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer's duty to defend. e. Minimum Policy Limits Required (i) The following insurance limits are required for the Agreement: Combined Single Limit Commercial General Liability $1,000,000 per occurrence/ $2,000,000 aggregate for bodily injury, personal injury, and property damage Automobile Liability $1,000,000 combined single limit Employer’s Liability $1,000,000 per accident or disease Professional Liability $1,000,000 per claim and aggregate (errors and omissions) (ii) Within the exception of the Professional Liability policy, defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement. f. Evidence Required Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer’s equivalent) signed by the insurer’s representative and Certificate of Insurance (Acord Form 25-S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance. g. Policy Provisions Required (i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant 6 61147.02100\32575512.1 shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration. (ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss. (iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement. (iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants. (v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant’s indemnification obligations to the City and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law. h. Qualifying Insurers (i) All policies required shall be issued by acceptable insurance companies, as reasonably determined by the City, which satisfy the following minimum requirements: (1) Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law. i. Additional Insurance Provisions (i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise 7 61147.02100\32575512.1 assumed by the Consultant pursuant to this Agreement, including but not limited to, the provisions concerning indemnification. (ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. (iii) The City may require the Consultant to provide copies of all insurance policies in effect for the duration of the Project. (iv) Neither the City nor any of its officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. j. Subconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants. 12. Indemnification. a. To the fullest extent permitted by law, Consultant shall defend (with counsel reasonably acceptable to City), indemnify and hold the City, its officials, officers, employees, volunteers, and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any negligent acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s services, the Project, any Task Order or this Agreement, including without limitation the payment of all damages, expert witness fees and attorney’s fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, or volunteers. b. If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance of “design professional” services (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault. 13. California Labor Code Requirements. 8 61147.02100\32575512.1 a. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects (“Prevailing Wage Laws”). If the services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subconsultants to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Section 1771.4. b. If the services are being performed as part of an applicable “public works” or “maintenance” project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Consultant and all subconsultants performing such services must be registered with the Department of Industrial Relations. Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants, as applicable. Notwithstanding the foregoing, the contractor registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and 1771.1. c. This Agreement may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements. Any stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor that affect Consultant’s performance of services, including any delay, shall be Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor. 14. Verification of Employment Eligibility. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same. 15. Reserved 16. Laws and Venue. 9 61147.02100\32575512.1 This Agreement shall be interpreted in accordance with the laws of the State of California. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of Orange, State of California. 17 Termination or Abandonment a. City has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10) calendar days written notice to Consultant. In such event, City shall be immediately given title and possession to all original field notes, drawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by City and Consultant of the portion of such task completed but not paid prior to said termination. City shall not be liable for any costs other than the charges or portions thereof which are specified herein. Consultant shall not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work. b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days’ written notice to City only in the event of substantial failure by City to perform in accordance with the terms of this Agreement through no fault of Consultant. 18 Documents. Except as otherwise provided in “Termination or Abandonment,” above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed for the Project shall, upon payment in full for the services described in this Agreement, be furnished to and become the property of the City. 19. Organization Consultant shall assign Khoa Duong as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City. 20. Limitation of Agreement. This Agreement is limited to and includes only the work included in the Project described above. 10 61147.02100\32575512.1 21. Notice Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to: CITY: City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attn: Joe Parco, Public Works CONSULTANT: CSG Consultants, Inc. 550 Pilgrim Drive Foster City, CA 94404 Attn: Cyrus Kianpour Copy to: CSG Consultants, Inc. 3707 W. Garden Grove Blvd., Ste. 100 Orange, CA 92868 Attn: Khoa Duong and shall be effective upon receipt thereof. 22. Third Party Rights Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant. 23. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 24. Entire Agreement This Agreement, with its exhibits, represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each party acknowledges that no representations, inducements, promises or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This Agreement may not be modified or altered except in writing signed by both Parties hereto. This is an integrated Agreement. 25. Severability 11 61147.02100\32575512.1 The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not render the remaining provisions unenforceable, invalid or illegal. 26. Successors and Assigns This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void. 27. Non-Waiver None of the provisions of this Agreement shall be considered waived by either party, unless such waiver is specifically specified in writing. 28. Schedule Consultant shall perform its services to meet the schedule as expeditiously as is consistent with the exercise of professional skill and care and the orderly progress of the Project. 29. City’s Right to Employ Other Consultants City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects. 30. Prohibited Interests Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no director, official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 31. Reserved. [SIGNATURES ON FOLLOWING PAGE] 12 61147.02100\32575512.1 SIGNATURE PAGE FOR CONSULTANT MASTER CONSULTANT PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF SAN JUAN CAPISTRANO AND CSG CONSULTANTS, INC. IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above. CITY OF SAN JUAN CAPISTRANO CSG Consultants, Inc. By: By: Benjamin Siegel City Manager Its: Printed Name: ATTEST: By: City Clerk APPROVED AS TO FORM: By: City Attorney Cyrus Kianpour President 13 61147.02100\32575512.1 EXHIBIT A Scope of Services STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 4 Approach to Services PROJECT UNDERSTANDING CSG understands the City is establishing a pre-qualified list of professional consultants to provide services for small projects up to $45,000 per project. The qualified consultants will remain on the list for a three-year period, and work will be contracted out on an as-needed basis. CSG’s Statement of Qualifications includes qualifications for RFQ Section A – Building Services and Section B – Engineering/Architectural Services (engineering services only) for the following services: Building and structural plan review, building inspection, code enforcement, engineering plan review, and civil engineering design. CSG’s approach to services are provided on the following pages. (A) BUILDING & STRUCTURAL PLAN REVIEW APPROACH CSG will deliver the highest level of service through its application of technical expertise, knowledge of municipal processes and procedures, efficient and effective customer care, and application of code compliance combined with innovative solutions and helpful alternatives. Our experience in furnishing comprehensive building and fire life safety services to jurisdictions provides a consistent, strong technical foundation to all projects. From digital plan review and online plan check status reporting to providing faster-than-scheduled turnaround times, CSG will provide the highest quality services to the City. CSG’s approach to work includes the following methodologies and key benefits: • Swift turnarounds and expedited services. With experience in the digital plan review process, our staff excels at providing rapid turnaround times. We match and often beat any required turnaround deadlines. • Leading-edge technology with cost-saving solutions. CSG delivers a suite of digital options for jurisdictions including speedy digital plan reviews and electronic versions of plan comments; an optional, easy-to-use online web application/portal for submittal, tracking and approval of digital plans; and available full scanning and archival services. • Customized, responsive services. We are skilled at assessing time commitments, developing an accurate work plan, and applying dedicated, professional personnel. We can quickly fine-tune staffing levels to match or adjust to changes in plan review, inspection, and front counter activity—always maintaining the highest level of customer service. We hand pick staff uniquely qualified and experienced to deliver the exact services requested. In addition, we excel at coordinating with all agency departments as well as any necessary outside agencies. • Concentrated focus on cost-saving approaches and methods. We have the advantage of serving many municipalities and agencies and therefore are constantly improving and adapting to provide our clients with the most cost-effective services. We share a wealth of recommendations from our varied experience with other communities to help keep our clients’ budgets on-track. • Fully committed and qualified personnel. We maintain staff fully licensed and certified at the highest level of industry standards. To keep our personnel on the industry’s cutting edge, many serve as popular educational instructors and lecturers, and many sit on leading boards and committees for organizations developing and implementing important code regulations. We also keep current with the latest in procedures and use of products, e.g., green building, accessibility, CASp certification requirements, NPDES, MRP, and more. • Environmentally friendly practices. Our corporate policy on sustainability supports a healthy environment, reduces our carbon footprint, and promotes environmental stewardship through environmentally preferable purchasing and other sustainability actions. Our digital plan review system encourages the bypass of paper use, and all possible documents at CSG are printed on recycled, post-consumer content paper. 3 SECTION STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 5 Compliance Standards Our engineers and plan reviewers carefully review all plans and documents for compliance with building codes, fire codes, energy conservation standards, and accessibility regulations adopted by the State of California, and all local policies and ordinances including but not limited to: • California Building Code, Volumes 1 and 2 • California Residential Code • California Electrical Code • California Plumbing Code • California Mechanical Code • California Fire Code • California Energy Code • California Green Building Standards Code (CALGreen) • California Existing Building Code • California Health and Safety Code • National Fire Protection Association (NFPA) Standards as adopted and referenced by the State of California (California Code of Regulations, Title-19) • State Historical Building Code • NPDES/WQMP/SWPPP Compliance • Local adopted ordinances and amendments relative to building, fire and municipal codes, including project Conditions of Approval from other agency departments, divisions, and regulating agencies Digital Plan Review CSG has been providing digital plan review services for over 20 years, leading the consultant field with this ground-breaking service. All paper plans submitted to CSG for building and fire plan review are immediately scanned into digital files and stored on CSG’s servers for quick and easy access by both our clients and our plan reviewers. Our plan reviewers furnish electronic versions of their plan comments conforming to each client’s established correction list templates. Any additional forms utilized by the agency will be incorporated into the correction comments and returned with the appropriate recommendations. Plan check comments can be delivered electronically by email or other agency-approved means, enabling staff to immediately modify CSG’s checklist for incorporation with other department comments. We provide convenient, environmentally friendly digital storage of all construction-related documents, and on request, can provide clients with a set of digitally scanned plans at no additional cost. Leading the field in digital plan review services for over 20 years. STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 6 In addition, for jurisdictions requesting a pure digital plan review workflow, we can enable an applicant to submit digital files—with no size limitations—directly to CSG via our web-based application. Our application includes an online portal for the applicant/jurisdiction to retrieve comments and marked-up digital plans including redlines. Importantly, this service tracks the status of all submittals and re-submittals until the plans have been approved. Key features of our digital plan review service include:  Efficient. Plans are pushed to plan review staff the same day they are received.  User-friendly. CSG developed its own online portal specifically to manage the electronic file submittal process. Through use of this interface, the applicant is no longer faced with size restrictions on email attachments or required to learn complex file transfer settings.  Proven. We have provided a digital plan review option to our clients for over 20 years.  Non-Proprietary. CSG’s electronic review process is 100% PDF-based with no additional software required to view redlines. Online Plan Check Status CSG offers a convenient service allowing clients to check plan review status and comments online. By accessing our secure Plan Check Status website, agency staff as well as authorized applicants can view their project documents and plans and communicate with the specific plan checker via e-mail. Staff and authorized applicants can download comments upon completion of the plan check. There is no additional cost for this service. Plans Pickup and Delivery CSG will coordinate pickup and delivery of plans and other materials from/to the agency via CSG personnel or an approved alternative service. Green Building and LEED Accreditation Our Building Division team is experienced in plan review and inspection for compliance with CALGreen and local green building ordinances and includes LEED Accredited Professionals. In addition, CSG Consultants has the qualifications necessary to assist with both the development of policy and the implementation of green and sustainable building practices. CSG’s Sustainability Programs division can assist, for example, with construction and demolition debris recycling programs and public outreach to the building industry. CASp Review Services We understand California Building Departments are required to have CASp certified staff in place and available for technical questions and interpretations. Our CASp certified team members are knowledgeable of state and federal accessibility laws and regulations and possess the expertise necessary to promote access to facilities for persons with disabilities. In accordance with current regulations, CSG can provide CASp certified professionals to review plans for accessibility and to facilitate compliance with regulations when requested. All paper plans submitted to CSG are immediately scanned into digital files for quick and easy access by our clients and plan reviewers. STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 7 Building Plan Check Turnaround Times CSG strives to provide the highest quality and most timely service in the industry. We take pride in maintaining the requested plan review times for all our clients—even delivering faster than our own deadlines. Our goal is to approve code-complying projects and to move work quickly and successfully through jurisdictional processes. CSG will ensure that all building and safety duties and follow-up actions will be performed in a timely and responsive manner. The following are CSG’s proposed plan check turnaround times: TYPE OF REVIEW INITIAL REVIEW (BUSINESS DAYS)2 RE-CHECK (BUSINESS DAYS)2 Residential New Construction 10 5 Residential Additions 10 5 Small Residential Remodels 10 5 Commercial New Construction & Large/Complex Projects1 10 5 Commercial Additions 10 5 Small Commercial Remodels/Tenant Improvements 10 5 Expedited 5 5 1Turnaround time may vary with the complexity and magnitude of the project. If a review is anticipated to take longer than the maximum turnaround time, CSG will notify the City’s representative and negotiate additional time required to ensure an appropriate level of review. 2 The number of working days associated with the plan check turnaround time is based on time of project submittal. The first working day will be the day the project is received by CSG if submitted by 3:00 PM. For a project that is received by CSG after 3:00 PM, the first working day will be the next business day. Expedited Plan Check Services At the City’s request, we can perform plan check services on an accelerated schedule with associated fees negotiated between the City and CSG. STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 8 CUSTOMER SERVICE & RESPONSIVENESS We clearly understand the importance of our role in the success of the City and commit to providing project stakeholders and City staff with the highest level of service while functioning as a seamless extension of the City. We believe effective communication, responsiveness and an intense focus on customer service are essential to developing and continuing a successful working relationship between City staff, project stakeholders and CSG’s team members. Office Hours and Meeting Availability Plan Review CSG plan checkers are available for inquiries anytime during normal business hours via phone or email, Monday through Friday. Our plan checkers can typically respond to the City for all questions or requests generated during any plan review on the same day, but no later than the following day a request is received. To assist the City, we can also meet in-person with City staff and project stakeholders or can utilize video conferencing with all parties involved. We recognize the value of pre-design consultation with prospective applicants and are available to provide this service as well. Our designated Project Manager and/or technical staff will be available in-person for consultation and meetings with a reasonable lead time. Inspection CSG inspectors can be ready to provide services upon request to CSG’s designated project manager. We are flexible and can alter our hours to meet the City’s needs. Evening and weekend inspections for special construction needs can be accommodated with sufficient notice. CSG staff can typically respond to the City for all questions or requests generated during field inspections on the same day, but no later than the following day a request is received. QUALITY ASSURANCE Key to our approach to quality assurance is that it must occur throughout the entirety of the project and with the right people involved every step of the way. Our team’s unwavering integrity and commitment are combined with our internal processes and leading-edge digital technology to consistently produce quality work products and maintain highly satisfied clients. At project outset, CSG’s project manager assigns the most technically specialized team members who, through their experience and training, best understand the needs of our client. Our quality control processes include verifying procedures and code requirements, defining and applying standards used in code applications, and assessing work products to ensure that jurisdictional requirements and expectations are met. We recognize the value of pre-design consultation and are available to provide this important service. STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 9 (A) BUILDING INSPECTION SE RVICES CSG provides fully integrated, multi- disciplined building inspection services for residential, commercial, and industrial projects. Our inspection personnel have an outstanding mixture of technical expertise and experience in all construction types. We provide experienced, ICC certified inspectors who work with a team approach to ensure compliance with applicable codes and requirements and provide solutions to mitigate potential risks and safety hazards. Using well- honed customer service and communication skills our inspectors excel at educating stakeholders to keep projects moving forward. Our inspectors also utilize current technologies and equipment to view plans and documents, research related code requirements, document field conditions and progress, and share that information with stakeholders while in the field. Key services include but are not limited to the following:  Providing inspection services to ensure project compliance with State adopted codes and local amendments including building, electrical, mechanical and plumbing codes  Offering code interpretation and education  Seamlessly integrating into client organizations and consistently enforcing policies and procedures  Addressing and resolving inquiries  Maintaining records and files  Providing all vehicles, fuel, maintenance and other equipment necessary for inspectors to carry out duties. CASp Inspection Services To facilitate the City’s compliance with current rules and regulations, CSG will provide a CASp certified professional for technical questions and interpretations and to perform accessibility compliance inspections upon request. CSG provides all vehicles, fuel, maintenance, and other equipment necessary for inspectors to perform duties, with no additional charges. CSG offers virtual inspections utilizing Google Duo, FaceTime, Skype, MS Teams or another agency-preferred platform. STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 10 (A) CODE ENFORCEMENT SERVICES & APPROACH CSG maintains experienced Code Enforcement Officers who are fully trained, licensed and certified through the California Association of Code Enforcement Officers (CACEO) and the California Environmental Health Association (CEHA) for any code enforcement challenge presented. Code Enforcement Supervision CSG can provide interim staffing to oversee an agency’s code enforcement personnel and day-to-day activities, ensuring, for example that procedures are followed, caseloads are managed effectively, and that code enforcement officers work fairly and consistently with property owners and reporting parties. Our personnel are adept at serving as liaisons for Code Enforcement units when interacting with members of other departments. CSG Code Enforcement Managers may be called upon to attend department meetings, committee meetings and City Council meetings as a Code Enforcement Program progresses. They can be also available to assist code enforcement officers, law enforcement, and other City staff as well as representatives of other agencies on field visits when needed. In addition, CSG personnel can review existing code enforcement programs—look for efficiencies and help establish appropriate policies and procedures to facilitate the mission of the code enforcement unit. Code Enforcement Services CSG’s Code Enforcement Officers work to identify code violations and engage stakeholders and responsible parties to correct code violations consistent with municipal and state codes tailored to the specific needs of the agency. Examples of codes and ordinances enforced include: • Zoning codes • Building codes • Housing codes • Public nuisance codes • State health & safety codes • Special concerns such as work and safety regulations, short term rental enforcement, massage and human trafficking, and marijuana dispensaries Our Code Enforcement Officers have extensive experience and skills in the following key areas: • Code enforcement program review and analysis • Code enforcement inspections • Preparing administrative remedies including administrative citations • Conducting administrative hearings, Administrative Hearing Officer on staff • Preparing program documentation and staff reports as well as committee and City Council presentations • Testifying on behalf of clients in Superior court • License and permit application review and processing • Coordination of activities with multiple departments including Building, Planning, Community Development, Police and City Attorneys • Providing information on municipal regulations to property owners, residents, businesses, the public, as well as to agency departments and divisions STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 11 Although a majority of our results are gained by voluntary compliance, our services include a full range of code enforcement activities, including: • Enforcing administrative abatement • Testifying in public hearings and court proceedings on behalf of the agency • Facilitating settlement agreements • Recommending changes to the code • Appearing as expert witnesses STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 12 (B) ENGINEERING PLAN REVIEW SERVICES & APPROACH Plan check and development review services form a large part of CSG’s services. CSG has been providing plan review services exclusively to local municipalities since the firm’s inception in 1991. Our success in maintaining ongoing relationships with our clients in a highly competitive environment is due to our ability to understand and partner with them in achieving their goals. We understand that our clientele includes not just public agencies but also the development community seeking to process applications through those agencies. We also understand that many development applications are important to public agencies due to the economic or quality of life benefits that those projects bring to the communities. CSG can provide dedicated plan review engineers with extensive experience in the review of design in- and-adjacent to the public right of way. This will ensure that the City’s standards and permit requirements are followed throughout the design process. CSG will implement a comment matrix in which comments from all disciplines are tabulated. CSG will perform quality control to ensure consistency and eliminate duplication. CSG will conduct Comment Resolution Meetings with the developers’ engineer to discuss the comments and agree on resolution to ensure that there is clear understanding among stakeholders. This procedure allows for an efficient and effective process. Drawing on the combined experience and talent of our staff, we have found the following practices helpful in approaching plan check for private development projects. New Development Entitlements • Assist the City with development of conditions of approval, development agreements, and other requirements associated with development applications. Assist City in negotiating with developers regarding terms of agreements or conditions. • Review tentative maps, tentative parcel maps, architectural review, and other entitlement applications. Coordinate review with other City staff and/or outside agencies as needed. • Under the “Mapping Review” scope of work, CSG proposes to review Final Maps, Parcel Maps, Lot Line Adjustments, Lot Mergers, or other documents per the following: o Review for compliance with the approved Tentative Map and Conditions of Approval (maps) o Review for compliance with the California Subdivision Map Act o Review for compliance with the Professional Land Surveyor’s Act o Review of closure calculations o Review of title information for the property, including existing easements and any other relevant land encumbrances, based on information contained in a preliminary title report and other documents to be furnished by applicant o Review of record documents (deeds and maps) of the subject and adjacent properties o Review, seal and sign final Mylar copies and certificates as Acting City Surveyor or Technical Reviewer o Preparation of Staff Report for City Council Approval, if required o Conformance with the project improvement plans and other documents o Attend follow-up meetings with Planning staff, the applicant, or others as needed to resolve issues regarding the proposal. Review subsequent submittals of the proposal. STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 13 • Review public improvement plans. Review includes evaluation of required records, studies, grading, and additional materials submitted by design professionals. Confirm that plans conform to City standard design criteria and conditions of approval. • Each plan review will be accompanied with a letter summarizing the red-line comments addressed to the applicant’s engineer or landscape architect, with a copy to City staff and the applicant. A complete, red-lined set of drawings and any reports will be returned to design professionals for use in their corrections. At the applicant’s discretion, the comment summary letter and red-lined plan sheets can be scanned and submitted electronically to the design consultant to expedite the review process. • The consultant will meet with the applicant/representative and City staff to review comments or to delineate the standards which are not being met, in order to facilitate timely completion of the review and meeting the maximum goal of two plan checks. CSG will accept and review subsequent submittals electronically, when feasible, in order to expedite the review process. • Soils reports will be evaluated, and recommendations will be included on the plans. Boundary conditions will be evaluated to maintain continuity with surrounding properties and maintain existing drainage patterns. • Construction erosion control and post-construction water quality control will be evaluated for compliance with the storm water quality management permit in effect for the City. • Confirm that the developer has obtained necessary permits or approvals from other public agencies as needed, and that plans conform to the City’s NPDES requirements for storm water treatment and retention. • Review and recommend approval of engineering bond estimates and subdivision guarantees. • Assist the staff in preparing subdivision improvement agreements, stormwater treatment measures, landscape maintenance agreements, and preparation of staff reports for presentation to the City Council. • Meet with developers, consultants, and other agencies on behalf of city staff as requested. Engineering Plan Review Time Lines To establish schedules for completion of development review and plan review work is challenging as timing and scope of projects are not always known. The following timeline could be used to forecast the advancement of the development project. TYPE TIME FRAME Pre-application entitlement review Review application material in advance of requested meetings; complete formal comments and submit to Planning within two weeks of meeting Review Tentative Map Application or Other Entitlement Package Ten (10) working days of notice of submittal by City Prepare Conditions of Approval Prepare within two weeks of request by Planning, or within reasonable shorter time frame if needed to meet hearing date Complete Improvement Plan (1st Check) Ten (10) working days of notice of submittal by City Complete Subsequent Improvement Plan as Needed Ten (10) working days of notice of submittal by City Prepare fee estimate, review bond estimate, or prepare permit Ten (10) working days of request Miscellaneous Assignments Dependent on scope; typically between five (5) and fifteen (10) working days *Turnaround times include pickup, QA/QC, and delivery to City. STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 14 (B) CIVIL ENGINEERING DESIGN APPROACH Following represents CSG’s approach for managing the City’s CIP projects from inception to completion: Project Management Plan CSG will implement a project management plan where all project elements are identified and documented. Our team will highlight any potential for change early in the project development to allow for alternate approach studies and associated costs. Scope/Control Management Scope control occurs with the development of a well written scope of work as defined by the City. As changes are identified, a change request process will be followed encompassing the cost and schedule impact of each potential change, as well as the additional scope description. Potential changes will be included in a report that will be discussed in regularly scheduled meetings with the City. As changes are approved, the appropriate revisions will be made to the Scope of Work, the schedule and cost. Schedule Management A baseline schedule will be developed and submitted for approval by the City for the selected projects. CSG ensures that only contractually required dates are constrained, and out-of-sequence activities are not present. Quality Management CSG’s QA/QC Implementation Plan will include a Project Quality Management Plan (QA) and the Quality Control (QC) process during construction. Budget/Cost Management As project estimate is finalized, and it will be included in the project budget. In case of a Change order, once the merit is established and the cost is negotiated and finalized the schedule and budget will be revised accordingly. All baselines revisions and change orders will be tracked and documented. Subconsultants Management & Stakeholders Coordination As a multi-disciplinary engineering firm, we understand that solid team building, and cooperation are required for the successful completion of an on-call contract. To ensure effective teamwork, our team will hold regular meetings with the City, utility companies, residents, and businesses to confirm project goals and objectives. A clear understanding of each person’s role in the project is essential and will be communicated to each team member. STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 15 Design Checklist CSG ‘s general design approach checklist is shown below. We make sure to address these items with the agencies we work with to ensure a well-managed and designed project.  Design kick-off meeting with the City, and record and distribute minutes  Identify permits required and prepare documentation  Right of way research and mapping  Coordination with affected property owners  Utility and other stakeholder coordination, mailing letters of intent, and determination and coordination of any required relocations or conflict resolutions  AutoCAD base map development, using AutoCAD Civil 3D. Field assessments of existing features  Identification of applicable City/County/Caltrans Standard Plan details or development of customized construction details  Prepare reports and recommendations (including CEQA/NEPA compliance)  Develop plans, specifications & estimates for construction o PS&E submittal review meetings with the City  Attend the City’s Design group to Construction group “Hand-off” meeting  Bid and award  Construction management support  Conduct “Lessons Learned” meeting Project Coordination and Review Meetings CSG prides itself on its ability to effectively communicate, build relationships, and partner with its clients. CSG staff will actively participate in meetings, provide progress updates, and provide clear lines of communication for the City. CSG strongly believes open and concise communication with internal and external stakeholders is the key to the successful delivery of any project. CSG’s Project Manager will act as the single point of contact with the City and check in on a regular basis to discuss and coordinate project details and issues with the City. Coordination efforts will consist of conference calls, emails, and in-person meetings. In addition to on-going coordination, CSG will meet with City staff at the kick-off meeting and the design review meetings. During these in-person meetings to review the progress of the project, the PM discusses any review comments provided by the City and stakeholders, reviews the project schedule and budget, discusses any project issues with design, and identifies action items for all parties. CSG will also be readily available during the bid and award process as well as construction phase of the project. Bid Phase and Construction Support CSG will readily provide bid phase and construction support on an as-needed basis to answer any technical questions that may arise. These services may include, but are not limited to, the following: • Responding to requests for information (RFI’s); • Issuing plan clarifications; • Attending pre-construction meeting; • Attending post-construction meeting; • Review and approve submittals; • Respond to Requests for Information (RFIs); • Prepare change orders; • Attending field meetings; • Record drawings preparation STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 16 VARIOUS DESIGN ELEMENTS The following is our approach to design of various infrastructure improvements. • Roadway / Complete Streets CSG has designed many roadway and complete street improvements projects for public agencies throughout California. Each of these improvement projects has had its own set of challenges, which include but are not limited to existing physical constraints, jurisdictional restrictions, community opposition, and budgetary limitations. CSG will identify and understand these challenges based on discussions with the City, project stakeholders, and the community. We propose design concepts in compliance with the latest City’s Standards and design requirements, Caltrans Highway Design Manual, California Highway Capacity Manual, AASHTO’s Policy on Geometric Design of Highways and Streets, National Association of City Transportation Officials’ Urban Street Design Guide, FHWA Transportation Research Board’s National Cooperative Highway Research Program (NCHRP). • Curb Ramps Providing accessibility to sidewalks and curb ramps is critical for roadway projects in order to meet ADA requirements. Depending on the physical constraints, there are limitations to the type of curb ramps that can be constructed. During the selection process, CSG’s staff would evaluate the existing grades, right-of-way limitations, drainage patterns and proximity to drain inlets, sign relocations, stop bars and striping, signal foundations, pull boxes, and pedestrian push button relocations. Being cognizant of these items during design will limit changes in the field during construction and prevent potential change orders. • Bulb-Outs Bulb-outs not only effectively channelize vehicles and reduce high speed vehicle turning movements, but they also create a safer environment for pedestrians by shortening the “at-risk” crossing distance. They provide a refuge area that gives pedestrians a greater sight distance of oncoming vehicles without having to encroach into the street. Bulb-outs should be designed to allow for proper truck turning movements without blocking or restricting bicycle travel and should contain gradual curves that still allow for street sweeping. CSG proposes bulb-outs and the associated pedestrian and bicyclist safety measures with consideration of National Association of City Transportation Officials’ Urban Street Design Guide, Caltrans Standard and Specifications, and City’s Standards. • Signing and Striping Consideration should be given to include crosswalk markings, yield lines, and appropriate signage at key intersections, particularly adjacent to schools to enhance visibility and increase pedestrian safety. On a typical roadway improvement project, the stop bar, stop legend, stop sign, and crosswalk marking may require addition and relocation, depending on the pedestrian path of travel alignment between curb ramps. The use of pedestrian awareness equipment, such as in-road-warning-lights, flashing beacons, LED enhanced flashing signage, pedestrian countdown signals, street lighting, should be considered to increase the visibility, safety, and awareness of pedestrians. STATEMENT OF QUALIFICATIONS TO THE CITY OF SAN JUAN CAPISTRANO PROFESSIONAL CONSULTING SERVICES 17 • Sidewalks / Pedestrian Improvements CSG has completed many pedestrian accessibility projects throughout the State of California. CSG staff includes CASp certified personnel, in addition to ADA designers and construction inspectors. • Bicycle Improvements CSG has completed numerous bicycle and trail projects throughout the State of California. CSG staff includes complete Streets and ATP designers with extensive experience designing class 1, 2, 3, and 4. CSG engineers are familiar with all the current bicycle standards, Caltrans standards, ADA and pedestrian standards, MUTCD ASHTO Guide for the Development of Bicycle Facilities, NATCO’s Urban Bikeway Design Guide, and ITE’s Recommended Design Guideline to Accommodate Pedestrian and Bicycles at Interchange. • Stormwater Improvements CSG performs hydrology and hydraulic analysis for existing systems, prepares drainage reports, and proposes drainage improvements. CSG is knowledgeable in the hydrologic investigation of storm drain systems to evaluate drainage capacity, and condition assessment of existing storm drains. Using the results of these basic investigations, CSG evaluates the storm drains for rehabilitation and/or replacement. • Wastewater Improvements CSG has completed a variety of wastewater improvement projects by developing innovative solutions and incorporating new technologies that enable various agencies to optimize the rehabilitation of sanitary sewer assets to meet hydraulic and regulatory requirements. A common challenge for many agencies is prioritizing CIP projects to improve the overall operation and performance of the system within a limited funding structure. CSG has partnered with our clients in evaluating cost-effective solutions for both short and long-term projects. Traditional open cut installations and replacements are still practical for most applications, however CSG staff has experience in the application of various techniques for trenchless construction. Trenchless construction techniques have been effective in minimizing traffic disruption in high-volume streets, avoiding potential damage to other utilities, and reducing pavement replacement. 14 61147.02100\32575512.1 EXHIBIT B Schedule of Charges/Payments Consultant will invoice City on a monthly cycle. Consultant will include with each invoice a detailed progress report that indicates the amount of budget spent on each task. Consultant will inform City regarding any out-of-scope work being performed by Consultant. This is a fixed fee contract. 2 EXHIBIT A City of San Juan Capistrano Building, Code Enforcement, Planning and Engineering Services Effective Date – July 1, 2023 – June 30, 2024 CSG's fee schedule which includes fees for personnel providing the proposed scope of work is provided in the table below. We will coordinate the pickup and return of all plans via CSG staff or licensed courier service. This service is provided at no additional cost. CSG will mail an invoice at the beginning of every month for services rendered during the previous month. Percentage Based Services Current Flat Fees / Hourly Rates Rates July 1, 2023 – June 30, 2024 Flat Fees / Hourly Rate Off-Site Building Plan Check Services Building Plan Review 70% of City’s Plan Review Fee Revisions to Approved Plans or Changes to Scope $86.93 $91 On-Site Building & Safety Services Building Official $140 $146 Building Plan Review – Certified Plans Examiner $100 $105 Building Plan Review - Professional Engineer $125 $131 Building Plan Review - Structural Engineer Engineer $140 $146 CASp Consultation $125 $131 CASp Inspection $125 $131 Certified Building Inspector $85 $89 Certified Commercial Building Inspector $95 $99 Permit Technician $75 $78 Code Enforcement Services Code Enforcement Officer I $80 $84 Code Enforcement Officer II $100 $105 Senior Code Enforcement Officer $120 $125 Code Enforcement Manager $155 $162 Planning Services Permit Technician $105 $110 Assistant Planner $125 $131 Associate Planner $140 $146 Senior Planner $155 $162 Principal Planner / Project Manager $170 $178 Planning Manager $185 $193 Planning Director $200 $209 Engineering Services Analyst $125 $131 Engineering Designer $135 $141 Construction Inspector $140 $146 Senior Analyst $150 $157 Assistant Resident Engineer $165 $172 Assistant Engineer $145 $152 Associate Engineer $165 $172 Senior Construction Inspector $155 $162 Senior Engineer $190 $199 Senior Land Surveyor $190 $199 3 Resident Engineer $200 $209 Structure Representative $200 $209 Senior Structural Engineer $210 $219 Senior Project Manager $210 $219 Principal Engineer $220 $230 Senior Principal Engineer $240 $251 Overtime work is billed at 1.5 X the applicable hourly rate. All hourly rates include overhead costs including, but not limited to, salaries, benefits, Workers Compensation Insurance, and office expenses. Should the scope of work change or circumstances develop which necessitate special handling, CSG will notify the City prior to proceeding. On July 1 of each year following the contract year, CSG will initiate a rate increase based on the change in CPI for the applicable region. CSG will invoice on a month ly basis for services rendered during the prior month. Unless otherwise agreed, payment terms are 30-days from receipt of invoice. 15 61147.02100\32575512.1 EXHIBIT C Sample Task Order Form TASK ORDER Task Order No. 1 Agreement: Master Consultant Professional Services Agreement Consultant: CSG Consultants, Inc. The Consultant is hereby authorized to perform the following services subject to the provisions of the Agreement identified above: Building Plan Check Services List any attachments: Dollar Amount of Task Order: $45,000.00/Project Completion Date: December 31, 2025 The undersigned Consultant hereby agrees that it will provide all equipment, furnish all materials, except as may be otherwise noted above, and perform all services for the work above specified in accordance with the Agreement identified above and will accept as full payment therefore the amount shown above. CITY OF SAN JUAN CAPISTRANO CSG Consultants, Inc. Dated: Dated: By: By: