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: