HomeMy WebLinkAbout25F - AGMT - ENGINEERING ADMIN SRVSREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
OCTOBER 20, 2015
TITLE:
AGREEMENTS WITH PROJECT
PARTNERS, INC., PENCO ENGINEERING,
INC., AND CIVILSOURCE, INC., FOR
ENGINEERING, TECHNICAL AND
ADMINISTRATIVE SUPPORT SERVICES
{STRATEGIC PLAN N 6, 1C}
CITY MA' GER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
❑ As Recommended
❑ As Amended
❑ Ordinance on 1° Reading
❑ Ordinance on 2ntl Reading
❑ Implementing Resolution
❑ Set Public Hearing For_
CONTINUED TO
FILE NUMBER
Authorize the City Manager and the Clerk of the Council to execute agreements with Project Partners,
Inc., PENCO Engineering, Inc„ and CivilSource, Inc., subject to nonsubstantive changes approved by
the City Manager and City Attorney, to provide engineering, technical, and administrative support
services, for a three -year period expiring October 20, 2018, with provisions for one 2 -year renewal
option exercisable by the City Manager and City Attorney, in an amount not to exceed $500,000 for
each firm over the entire term of the agreement, including any renewal.
DISCUSSION
The Public Works Agency oversees all aspects of civil engineering for capital improvements projects,
including managing project design and construction. The approval of this recommended action will
allow the City to temporarily augment staff as needed for various time - sensitive engineering,
technical, and administrative duties to meet the agency goals and deliver projects in a timely manner.
In the past, the City has contracted with firms to provide temporary staff for the Public Works Agency
to perform a wide range of tasks such as design engineering, construction administration, plan
checking, grant funding reimbursement, and other duties related to delivery of the Capital
Improvement Program (CIP). The approved FY 2015 -16 CIP contains a very ambitious plan to
design and construct $150 million in capital infrastructure improvements over the next three years. In
anticipation of peak workloads which could exceed our staffing capacity, the recommended staff
augmentation will help to maintain time - sensitive project delivery schedules and grant commitments.
On June 24, 2015, the Public Works Agency released a Request for Proposals on the City's website
and notified qualified consulting firms, Five proposals were received and evaluated by a review
committee from the Public Works Agency. Each firm was rated according to Its organization,
credentials, resumes, references, and fees to provide the required services. The list of the firms and
their respective scores is as follows:
25F -1
Agreements with Project Partners, PENCO, and CivilSource for
Engineering, Technical, and Administrative Support Services
October 20, 2015
Page 2
Project Partners, Inc. 91
PENCO Engineering, Inc. 86
CivilSource, Inc. 84
BRADY Not Rated
PacRim Engineering Not Rated
Staff recommends that Project Partners, Inc., PENCO Engineering, Inc., and CivilSource, Inc„ be
retained to provide engineering, technical, and administrative support services. The cost proposals
from these three firms were negotiated to ensure the City receives the highest quality and value. The
other proposals were not rated because they provided scopes of work for engineering services but
not for staff augmentation.
STRATEGIC PLAN ALIGNMENT
Approval of this item supports the City's efforts to meet Goal #6 Community Facilities & Infrastructure,
Objective #1 (establish and maintain a Community Investment Plan for all City assets), Strategy C
(invest resources and technology to extend the service life of existing infrastructure to protect the
City's investment and support a high quality of life standard).
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
There is no fiscal impact at this time. Prior to utilization of any of these on -call services, Public Works
staff must receive Finance & Management Services Agency approval of funding and accounts to
ensure that funds are available under the authorization and aggregate limit of these agreements.
Upon successful completion of this fiscal review, a corresponding Notice to Proceed containing
specific scope and maximum expenditure for the task order will be issued to a firm. Funding for these
services are available in prior year and the current FY 2015 -16 approved CIP budgets, and will be
budgeted in future CIPs.
Public Works Agency
FM /EWG /AF
Exhibits: 1. Agreement — Project Partners, Inc.
2. Agreement — PENCO Engineering, Inc.
3. Agreement — CivilSource, Inc.
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CONSULTANT AGREEMENT
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into this 21st day of October, 2015 by and between Project
Partners, Inc, ( "Consultant "), and the City of Santa Ana, a charter city and municipal corporation
organized and existing under the Constitution and laws of the State of California ( "City").
RECITALS
A. On Tune 24, 2015, the City issued Request for Proposal No, 15 -045, by which it sought proposals
from qualified firms for engineering, technical, and administrative support services to be
provided to the Public Works Agency on an as- needed basis.
B, Consultant submitted, a responsive proposal that was among those selected by the City,
Consultant represents that it is able and willing to provide the services described in the scope of
work that was included in RFP No. 15 -045 as Attachment 1 and that is also attached to this
Agreement as Exhibit A.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this Agreement
will be performed in compliance with such standards as may reasonably be expected from a
professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms
and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform those services as set forth in Exhibit A to this Agreement.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services the
rates and charges identified in Exhibit B. The total stun to be expended under this
Agreement shall not exceed $500,000 during the term of this Agreement.
b. Payment by City shall be made within forty -five of days (45) days following receipt of
proper- invoice evidencing work performed, subject to City accounting procedures.
Payment need not be made for work that fails to meet the standards of performance set
forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on October 21,
2018, unless terminated earlier in accordance with Section 15, below. The term of this Agreement may
be extended for one (1) two -year period upon a writing executed by the City Manager and the City
Attorney.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire tern of this Agreement, be construed to be an independent
contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to
create an employer - employee relationship, a joint venture relationship, or to allow the City to exercise
discretion or control over the professional manner in which Consultant performs the services which are
the subject matter of this Agreement; however, the services to be provided by Consultant shall be
provided, in a manner consistent with all applicable standards and regulations governing such services,
Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance
and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
S.
OWNERSHIP OF MATERIALS
This Agreement creates a non - exclusive and perpetual license for City to copy, use, modify,
reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any
tangible medium of expression, including but not limited to, physical drawings or data magnetically or
otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant
under this Agreement ( "Documents & Data"). Consultant shall require all subcontractors to agree in
writing that City is granted a non - exclusive and perpetual license for any Documents & Data the
subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the
legal right to license any and all Documents & Data. Consultant makes no such representation and
warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not
be limited in any way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall beat City's sole risk.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and
shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a, Commercial General Liability Insurance. Consultant shall maintain commercial general
liability insurance naming the City, its officers, employees, agents, volunteers and
representatives as additional insured(s) and shall include, but not be limited to protection
against claims arising from bodily and personal injury, including death resulting
therefrom and damage to property, resulting from any act or occurrence arising out of
Consultant's operations in the performance of this Agreement, including, without
limitation, acts involving vehicles. The amounts of insurance shall be not less than the
following: single limit coverage applying to bodily and personal injury, including death
resulting therefrom, and property damage, in the total amount of $1,000,000 per
occurrence, with $2,000,000 in the aggregate. Consultant shall supply City with a fully
executed additional insured endorsement in substantially the form attached as Exhibit C
upon execution of this Agreement.
b. Business automobile liability insurance, or equivalent fonn, with a combined single limit
of not less than $1,000,000 per occurrence. Such insurance shall include coverage for
owned, hired and non -owned automobiles.
c. Worker's Compensation Insurance. In accordance with the -California Labor Code,
Consultant, if Consultant has any employees, is required to be insured against liability for
worker's compensation or to undertake self- insurance, Prior to commencing the
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performance of the work under this Agreement, Consultant agrees to obtain and maintain
any employer's liability insurance with limits not less than $1,000,000 per accident.
d. If Consultant is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit of
not less than $1,000,000 per claim with $2,000,000 in the aggregate,
C. The following requirements apply to the insurance to be provided by Consultant pursuant
to this section:
(i) Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
(ii) Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved by the City.
(iii) Certificates and policies shall state that the policies shall not be canceled
or reduced in coverage or changed in any other material aspect without
thirty (3 0) days prior written notice to the City.
(iv) Consultant shall supply City with a fully executed additional insured
endorsement.
f. If Consultant fails or refuses to produce or maintain the insurance required by this section
or fails or refuses to furnish the City with required proof that insurance has been procured
and is in force and paid for, the City shall have the right, at the City's election, to
tenninate this Agreement. Such termination shall not affect Consultant's right to be paid
for its time and materials expended prior to notification of termination. Consultant
waives the right to receive compensation and agrees to indemnify the City for any work
performed prior to approval of insurance by the City.
W�1QMUV 1013CN11 11610
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal
injury, including death, and claims for property damage, which may arise from the negligent operations
of the Consultant or its contractors, subcontractors, agents, .employees, or other persons acting on their
behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that
personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of
the terns of or effects arising from this Agreement. This indemnity and hold harmless agreement applies
to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to
have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or
effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay
all costs for the defense of the City, including fees and costs for special counsel to be selected by the
City, regarding any action by a third party challenging the validity of this Agreement, or asserting that
personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or
property rights arises by reason of the terms of, or effects arising from this Agreement, City may make
all reasonable decisions with respect to its representation in any legal proceeding, Notwithstanding the
foregoing, to the extent Consultant's Services are subject to Civil Code Section 2782.8, the above
indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out
25F -5
3
of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States' letters
patent, trademark, or copyright infringement, including costs, contained in the work product or
documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed tinder
this Agreement. Consultant shall maintain complete and accurate records with respect to the costs
incurred tinder this Agreement and any services, expenditures, and disbursements charged to the City for
a minimum period of three (3) years, or for any longer period required by law, from the date of final
payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of
such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work., data, documents, proceedings, and activities related to this
Agreement for a period of three (3) years from the date of final payment to Consultant under this
Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is
reasonably understood to be confidential and /or proprietary, Consultant agrees that it shall not use or
disclose such information except in the performance of this Agreement, and farther agrees to exercise
the same degree of care it uses to protect its own information of like importance, but in no event less
then reasonable care. "Confidential Information" shall include all nonpublic information. Confidential
information includes not only written information, but also information transferred orally, visually,
electronically, or by other means. Confidential information disclosed to either party by any subsidiary
and /or agent of the other party is covered by this Agreement. The foregoing obligations of non -use and
nondisclosure shall not apply to any inforanation that (a) has been disclosed in publicly available
sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in
rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be
disclosed by operation of law; or (e) is independently developed by the Consultant without reference to
information disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement,
12. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall
be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or
certified mail, postage prepaid, or sent by fax or other telegraphic communication in the marmer
provided in this Section, to the following persons:
25F -6
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M -30)
P.O. Box 1988
Santa Ana, CA 92702 -1988
Fax 714- 647 -6956
With courtesy copies to:
To Consultant:
Fred Mousavipour
Executive Director
Public Worlo Agency
City of Santa Ana
20 Civic Center Plaza M -36
P.O. Box 1988
Santa Ana, California 92702
Fax 714- 647 -5622
Project Partners, Inc.
23195 La Cadena Dr, Suite 101
Laguna Hills, CA 92653
Attn:
(949) 852 -9300 (office)
(949) 852 -9352 (fax)
City Attorney's Office
City of Santa Ana
20 Civic Center Plaza (M -29)
P.O. Box 1988
Santa Ana, California 92702
Fax 714- 647 -6515
A party may change its address by giving notice in writing to the other party. Thereafter, any
communication shall be addressed and transmitted to the new address. If sent by mail, communication
shall be effective or deemed to have been given three (3) days after it has been deposited in the United
States mail, duly registered or certified, with postage prepaid,, and addressed as set forth above. If sent by
fax, communication shall be effective or deemed to have been given twenty -four (24) hours after the time
set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth
above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays
shall be excluded.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter therein, and supersedes any and all other agreements, oral or
written, between the parties. In the event of a conflict between the terms of this Agreement and any
attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified
except by written instrument signed by the City and by an authorized representative of Consultant. The
parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent
with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City.
Each party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any patty,
which are not embodied herein.
25F -7
5
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written
consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior
written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit
the City's ability to have any of the services which are the subject to this Agreement perfonned by City
personnel or by other consultants retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of termination,
subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver
to the City all work product completed as of such date, and in such case such work
product shall be the property of the City unless prohibited by law, and Consultant
consents.to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work that fails to meet the standard of performance
specified in the Recitals of this Agreement.
16. NONDISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable
law, in the recruitment, selection, training, utilization, promotion, termination or other employment
related activities or in connection with any activities under this Agreement. Consultant affirms that it is
an equal opportunity employer and shall comply with all applicable federal, state and local laws and
regulations.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California raid the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined
and governed by the laws of the State of California. Both parties further agree that Orange County,
California, shall be the venue for any action or proceeding that may be brought or arise out o£, in
connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits,
approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by
the laws and regulations of the United States, the State of California, the City of Santa Ana and all other
governmental agencies. Consultant shall notify the City immediately and in writing of its inability to
obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be
cause for termination of this Agreement.
19, MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and right to bind their respective parties to each of the terms of this Agreement,
and shall indemnify City fiilly, including reasonable costs and attorney's fees, for any
injuries or damages to City in the event that such authority or power is not, in fact, held
by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set
forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
ATTEST:
Maria D, Huizar
Clerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
Ey: C' unk T ,
JoJohn F
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Fred. Mousavipour
Executive Director
Public Works Agency
CITY OF SANTA ANA
David Cavazos
City Manager
CONSULTANT:
Project Partners, Inc.
Tax ID#
25f -9
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Appendix
ATTACHMENT I.
SCOPE OF WORT{
CITY OF SAN'I A ANA
RFQUE+ST FOR PROPOSALS
FOR
k:NGINCERING, TECHNICAL AND ADMINISTRATIVE SUPPORT SERVICES
RF.1P NO.: 15045
W odlL i.An and Bac1«round:
The City of Santa Ana is located in the County of Orange in Southern California, The City encompasses
27.5 square miles and a population of over 325,000 people.
The City of Santa Ana Public Works Agency is soliciting proposals for staff services from consulting
firms to assist in the Design, Construction Management, Project. Managomont, Inspection, Oversight and
delivery of Public Work Services,
In the past the City has utilized used professional and administrative staff oil as needed basis to meet the
goals and objectives of the City in the delivery of quality, on time services. The staff services are an
extension to the current workforce and work in conjunction to better serve and complement the .noeds of
the Public Works Agency.
In summary, the City of Santa Ana is soliciting proposals from qualified firms to provide engineering,
technical, and administrative support services for Public Works. This request for proposal (RFP)
provides interested qualified firms with the information enabling them to submit a Service Bid Proposal
and to provide the services described herein.
Description of Work:
On as needed basis, the Consultant /s will provide the City with professional staff to perform
onginoeting, technical and administrative tasks on the delivery Public Work Services, These tasks may
include engineering design for street rehabilitation and street widening projects plans acid specifications.
Underground utility design and review for water, sower and storm, drain plans and speoifications, Next,
Electrical and Mechanical consulting, review and design of plans and specifications for water
infrastructure (i,e, wells, pump stations, sewer lift stations), Also, landscaping and irrigation system
design for public work projects. In addition, and including traffic signal design, road striping, survey
services, contract management, project inspection and oversight, and administrative support services,
The .list of positions the Consultant /s Wright need to fit[ include the following;
Engineering/Teelwicai
Project Engineer
Senior Civil Engineer (PE License Required)
Assistant Engineer II, (Civil, Electrical, Mechanical)
City of Santa Ana RI C' 15 -045
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« Assistant Engineer I, ( Civil, 'Electrical, Mechanical)
► Engineering Aide
« CADD- Designer
GIS Analyst
• Land Surveyor (LS License Required)
« Project Manager
« Field Inspector (Construction)
• Field Inspector (Buildings)
« Storm Water Coordinator
o Plan Check Engineer
Adm$ n flA, e
« Senior Accounting Assistant
e Accounting Assistant
« Administrative Assistant
« Contract Administrator
After the City identifies the need for a position to be filed, the selected oonsultant/s will be asked to
provide resumes of the candidates for the position, The City reserves the right to interview any of the
candidates prior to making the selection. Registered Professional Engineers and Licensed Land
Surveyors maybe required to sing plans, specifications and contract legal documents.
The City will accommodate the chosen candiaate/s in a workstation with and provide rotated office
supplies, and provide access to the building (temporary identification cards),
Consultant Cues onsibllitles:
Consultant ,udit and Review Process: Prior to awarding the contract, the selected. Consultant might be
subject to an audit or review by Caltrans' Audits and Investigations (A &t), other state audit
organizations, or the federal government, The selected Consultant /s shall complete Exhibit 10 -K —
Consultant Certification Contract Costs and Financial, in the Appendix of this RFP as Attachnxent4.
0tv Restsonsibilities;
The City will provide information in its possession relevant to the preparation of the required
information in the RFP. The City will provide only the staff assistance and the documentation
specifically in referred to herein.
E —ee -'r® isalI
Include all forms arid information as requested. The funding mechanisra for any of the available positions
might corn from different 'funding sources and would need to comply with the funding Agency
toquirements,
Clty of Santa Ana RF 11 &04
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In addition to Section IV,B,3 (Submittal Requirements; Fee Proposal) fee sobedule shall be structured as
follows:
• Caltrans 0unded projects, reference LAPM Exhibit 10 -H (sample cast proposal) included in
Attachment 4,
Special Reutdrements (Attachment 4);
Compliance with Funding A&Mgyi
All services rendered under federal, state and other non- local funding sources are subject to compliance
with the regulatory funding agency.
If Caltrans,
This project Is funded through XXXX and snail comply with all requirements of XXXX
The attached forms must be completed in their entirety and submitted with your proposal:
• LAPM Exhibit 10 -1-1: Sample Cost Proposal
• LAPM Exhibit 10 -I : Notice to Proposers, DBE Information
• LAPM Exhibit 10.01: Consultant Proposal DE.E Commitment
• LAPM Exhibit 10 -If.: Consultant Certification of Contract Costs and Financial management
System
If'CDBG:
This agreement will be Amded through the U,S, Department of Housing and Urban
Development, Community Development Block Grant Program and as such is subject to the
conditions of the Section 3 Contract Clause, Proposer shall comply with all requirements as
they.pertain.to tite use of these funds. Refer to Attachment 4, included in the Appendix of
this RFP.
If the project will be financed by federal funds all services rendered shall meet all required fedora[
requirements included in this request for proposal. Consultants are advised that, as required by federal
law, the City of Santa Ana is implementing the now Race Conscious' Disadvantaged Business Enterprise
(DBE) .Program. The DBE goad for this contract is 9.60%.
City of Santa Ano RFP 15-045 —�
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1041 6111111019
25F -14
Project Partners (07/14/15)
Title
Billing Rate
Project Engineer
$
66.00
to
$ 78.00
Senior Civil Engineer .(PE, License Required)
$
72.00
to
$ 97.00
Assistant Engineer II
$
56.00
to
$ 69.00
Assistant Engineer
$
38.00
to
$ 55.00
Engineering Aide
$
33.00
to
$ 48.00
CARD- Designer
$
43.00
to
$ 58.50
GIS- Analyst
$
49.00
to
$ 78.00
Land Surveyor (LS, License Required)
$
88.00
to
$ 102.00
Project Manager
$
85.00
to
$ 114.00
Field Inspector (Construction)*
$
92.50
to
$ 115.62
Building Inspector (Buildings)*
$
92.50
to
$ 115.62
Storm Water Coordinator
$
38.00
to
$ 54.00
Plan Check Engineer
$
78.00
to
$ 97.00
Senior Accounting Assistant
$
35.00
to
$ 50.00
Accounting Assistant
$
26.00
to
$ 39.00
Administrative Assistant
$
23.50
to
$ 36.00
Contract Administrator
$
37.00
to
$ 50.00
* Prevailing Wage - Standard
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EXHIBIT C
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ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy #
relating to the following;
1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers,
employees, agents, volunteers and representatives are named as additional insureds ( "additional
insureds ") with regard to liability and defense of suits arising from the operations and uses performed
by or on behalf of the named insured.
2. With respect to claims arising out of the operations and uses performed by or on behalf
of the named insured, such insurance as is afforded by this policy is primary and is not additional to or
contributing with any other insurance carried by or for the benefit of the additional insureds.
3. This insurance applies separately to each insured against whom claim is made or suit is
brought except with respect to the company's limits of liability. The inclusion of any person or
organization as an insured shall not affect any right which such person or organization would have as a
claimant if not so included.
4. With respect to the additional insureds, this insurance shall not be cancelled, or
materially reduced in coverage or limits except after thirty (30) days written notice has been given to the
City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701.
(Completion of the following, including countersignature, is required to make this endorsement effective.)
Effective
Policy # _
Issued to
this endorsement form as a part of
Named Insured
Countersigned by
Authorized Representative
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CONSULTANT AGREEMENT
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into this 21st day of October, 2015 by and between PENCO
Engineering, Inc. ( "Consultant "), and the City of Santa Ana, a charter city and municipal corporation
organized and existing under the Constitution and laws of the State of California ( "City ").
RECITALS
A. On June 24, 2015, the City issued Request for Proposal No. 15 -045, by which it sought proposals
from qualified firms for engineering, technical, and administrative support services to be
provided to the Public Works Agency on an as- needed basis.
B. Consultant submitted a responsive proposal that was among those selected by the City.
Consultant represents that it is able and willing to provide the services described in the scope of
work that was included in RFP No. 15 -045 as Attachment 1 and that is also attached to this
Agreement as Exhibit A.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this Agreement
will be performed in compliance with such standards as may reasonably be expected from a
professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms
and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform those services as set forth in Exhibit A to this Agreement.
2. COMPENSATION
a.. City agrees to pay, and Consultant agrees to accept as total payment for its services -the
rates and charges identified in Exhibit B. The total sum to be expended under this .
Agreement shall not exceed $500,000 during the term of this Agreement.
b. Payment by City shall be made within forty -five of days (45) days following receipt of
proper invoice evidencing work performed, subject to City accounting procedures,
Payment need not be made for work that fails to meet the standards of performance set
forth in the Recitals which may reasonably be expected by City.
3. TERM _ ._..... ... ..
This Agreement shall commence on the date first written above mid terminate on October 21,
2018, unless tenninated earlier in accordance with Section 15, below. The term of this Agreement may
be extended for one (1) two -year period upon a writing executed by the City Manager and the City
Attorney.
Vii: Q
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent
contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to
create an employer - employee relationship, a joint venture relationship, or to allow the City to exercise
discretion or control over the professional manner in which Consultant performs the services which are
the subject matter of this Agreement; however, the services to be provided by Consultant shall be
provided, in a manner consistent with all applicable standards and regulations governing such services,
Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance
and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non - exclusive and perpetual license for City to copy, use, modify,
reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any
tangible mediurm of expression, including but not limited to, physical drawings or data magnetically or
otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant
under this Agreement ( "Documents & Data"), Consultant shall require all subcontractors to agree in
writing that City is granted a non - exclusive and perpetual license for any Documents & Data the
subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the
legal right to license any and all Documents & Data. Consultant makes no such representation and
warranty in regard to Docmnents & Data which were provided to Consultant by the City. City shall not
be limited in any way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City's sole risk.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and
shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance, Consultant shall maintain commercial general
liability insurance naming the City, its officers, employees, agents, volunteers and
representatives as additional insured(s) and shall include, but not be limited to protection
against claims arising from bodily and personal injury, including death resulting
therefrom and damage to property, resulting from any act or occurrence arising out of
Consultant's operations in the performance of this Agreement, including, without
limitation, acts involving vehicles, The amounts of insurance shall be not less than the
following: single limit coverage applying to bodily and personal injury, including death
resulting therefrom, and property damage, in the total amount of $1,000,000 per
occurrence, with $2,000,000 in the aggregate. Consultant shall supply City with a fully
executed additional insured endorsement in substantially the form attached as Exhibit C
upon execution of this Agreement.
b. Business automobile liability insurance, or equivalent form, with a combined single limit
of not less than $1,000,000 per occurrence. Such insurance shall include coverage for
owned, hired and non -owned autornobiles.
C. Worker's Compensation Insurance. In accordance with the California Labor Code,
Consultant, if Consultant has any employees, is required to be insured against liability for
worker's compensation or to undertake self - insurance. Prior to commencing the
25F220
performance of the work under this Agreement, Consultant agrees to obtain and maintain
any employer's liability insurance with limits not less than $1,000,000 per accident.
d. If Consultant is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit of
not less than $1,000,000 per claim with $2,000,000 in the aggregate.
C. The following requirements apply to the insurance to be provided by Consultant pursuant
to this section:
(i) Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement,
(ii) Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved by the City.
(iii) Certificates and policies shall state that the policies shall not be canceled
or reduced in coverage or changed in any other material aspect without
thirty (30) days prior written notice to the City.
(iv) Consultant shall supply City with a fully executed additional insured
endorsement.
f. If Consultant fails or refuses to produce or maintain the insurance required by this section
or fails or refuses to furnish the City with required proof that insurance has been procured
and is in force and paid for, the City shall have the right, at the City's election, to
terminate this Agreement. Such termination shall not affect Consultant's right to be paid
for its time and materials expended prior to notification of termination, Consultant
waives the right to receive compensation and agrees to indemnify the City for any work
performed prior to approval of insurance by the City.
7. INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal
injury, including death, and claims for property damage, which may arise from the negligent operations
of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their
behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that
personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of
the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies
to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to
have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or
effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay
all costs for the defense of the City, including fees and costs for special counsel to be selected by the
City, regarding any action by a third party challenging the validity of this Agreement, or asserting that
personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or
property rights arises by reason of the terms of, or effects arising from this Agreement, City may make
all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the
foregoing, to the extent Consultant's Services are subject to Civil Code Section 2782.8, the above
indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out
25f -21
of, pertain to, or relate to the negligence, recklessness, or willfiil misconduct of the Consultant.
S. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States' letters
patent, trademark, or copyright infringement, including costs, contained in the work product or
documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under
this Agreement. Consultant shall maintain complete and accurate records with respect to the costs
incurred under this Agreement and any services, expenditures, and disbursements charged to the City for
a minimum period of three (3) years, or for any longer period required by law, from the date of final
payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of
such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this
Agreement for a period of three (3) years from the date of final payment to Consultant tinder this
Agreement,
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is
reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or
disclose such information except in the performance of this Agreement, and further agrees to exercise
the same degree of care it uses to protect its own information of like importance, but in no event less
than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential
information includes not only written infortnation, but also information transferred orally, visually,
electronically, or by other means. Confidential information disclosed to either party by any subsidiary
and /or agent of the other party is covered by this Agreement. The foregoing obligations of non -use and
nondisclosure shall not apply to any information that (a) has been disclosed in publicly available
sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in
rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be
disclosed by operation of law; or (e) is independently developed by the Consultant without reference to
information disclosed by the City.
11, CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or
indirect, which would conflict in any mariner with performance of services specified under this
Agreement.
12. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall
be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or
certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner
provided in this Section, to the following persons:
25F4.22
To City: Cleric of the City Council
City of Santa Ana
20 Civic Center Plaza (M -30)
P.O. Box 1988
Santa Ana, CA 92702 -1988
Fax 714- 647 -6956
With courtesy copies to:
To Consultant:
Fred Mousavipour
Executive Director
Public Worlds Agency
City Attorney's Office
City of Santa Ana
City of Santa Ana
20 Civic Center Plaza M -36
20 Civic Center Plaza (M -29)
P.O. Box 1988
P.O. Box 1988
Santa Ana, California 92702
Santa Ana, California 92702
Fax 714- 647 -5622
Fax 714- 647 -6515
PENCO Engineering, Inc.
16842 Von Karman Avenue, Suite 150
Irvine, CA 92606
Attn: Jeffrey M. Cooper
949 -753 -8111 (office)
949 - 753 -0775 (fax)
A party may change its address by giving notice in writing to the other party. Thereafter, any
communication shall be addressed and transmitted to the new address. If sent by mail, comrnimication
shall be effective or deemed to have been given three (3) days after it has been deposited in the United
States mail, duly registered or certified, with postage prepaid, and addressed as set forth above, If sent by
fax, communication shall be effective or deemed to have been given twenty -four (24) hours after the time
set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth
above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays
shall be excluded.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter therein, and supersedes any and all other agreements, oral or
written, between the parties, In the event of a conflict between the terms of this Agreement and any
attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified
except by written instruunent signed by the City and by an authorized representative of Consultant. The
parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent
with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City.
Each party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party,
which are not embodied herein.
25F -23
5
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written
consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior
written consent shall be considered mill and void. Nothing in this Agreement shall be construed to limit.
the City's ability to have any of the services which are the subject to this Agreement performed by City
personnel or by other consultants retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of termination,
subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver
to the City all work product completed as of such date, and in such case such work
product shall be the property of the City unless prohibited by law, and Consultant
consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work that fails to meet the standard of performance
specified in the Recitals of this Agreement,
16. NONDISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual, orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable
law, in the recruitment, selection, training, utilization, promotion, termination or other employment
related activities or in connection with any activities under this Agreement, Consultant affirms that it is
an equal opportunity employer and shall comply with all applicable federal, state and local laws and
regulations.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined
and governed by the laws of the State of California, Both parties further agree that Orange County,
California, shall be the venue for any action or proceeding that may be brought or arise out of, in
connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits,
approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by
the laws and regulations of the United States, the State of California, the City of Santa Ana and all other
governmental agencies. Consultant shall notify the City immediately and in writing of its inability to
obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be
cause for termination of this Agreement.
25F�- 24
19. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and tight to bind their respective parties to each of the terms of this Agreement,
and shall indemnify City fully, including reasonable costs and attorney's fees, for any
injuries or damages to City in the event that such authority or power is not, in fact, held
by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set
forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
ATTEST:
Maria D. Huizar
Clerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By:
John . Funk
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Fred Mousavipour
Executive Director
Public Works Agency
CITY OF SANTA ANA
David Cavazos
City Manager
CONSULTANT:
leffiey M. Cooper
PENCO Engineering, Inc.
Tax ID#
25F -25
7
EXHIBIT A
25F -26
._ _..�_._......_ Appendix
ATTACHMENT i.
SCOPE OF WORK
CITY Or, SANTA ANA
REQVEST FOR PROPOSALS
FOR
ENGINEEmNG, TECHNICAL AND ADMINISTRATIVE SUPPCIRT'SERVICES
RPP NO.: 19045
Intrtic4ucti,�sllci Bttcktrratlncl:
The City of Santa Ana is located in the County of Orange in Southern California, The City encompasses
27.5 square miles and a population of over 225,000 people.
The City of Santa Ana Public Works .Agency is soliciting proposals for staff services fiom consulting
firms to assist in the Design, Construction Management, Project. Management, inspection, Oversight and
delivery of Public Work Services.
In the past the City bas utilized used professional and administrative staff on as needed basis to meet the
goals and objectives of the City in the delivery Of quality, on time services. The staff services are an
extension to the current workforce and work in conjunction to better serve and complement the needs of
the Public Works Agency.
In summary, the City of Santa Ana is golielting proposals from qualified tiring to provide engineering,
technical, and administrative support services for public Works. This request for proposal (RFP)
provides interested qualified firms with the information enabling them to submit a Service $id Proposal
and to provide the services described herein.
bDescri tion o� .. f Wor
On. is needed basis, the Consultantls will provide the City with professional staff to perform
engineering, technical and administrative tasks on the delivery Public Work Services. These tasks may
include engineering design far street rehabilitation and street widening projects plans and specifications.
Underground utility design and review for water, sower and storm drain plans and specifications, Next,
Electrical and Mechanical consulting, review and design of plans and specifications for water
Infrastructure (i,e, wells, pump stations, sewer. lift stations), Also, landscaping and irrigation system
design for public work projects, In addition, and ineluding traffic signal design, road shiping, survey
services, contract management, project inspection and oversight, and. administrative support services,
The list of positions the Consultant /s might need to fill include the following;
]Engineering /Tec nical
Project Engineer
Seixinr Civil ingi,neer (Pte I,iaense Izcgtdied)
Assistant Engineor II, (Civil, Electrical, Mechanical)
City of Santi Tna UP 16-045
25F -27
r Assistant Engineer 1, ( Civil, 'Electrical, Mechanical)
+ Enghreering Aldo
+ CADD- Designer
+ alS Analyst
+ Land Surveyor (LS License required)
+ Projeot Manager
+ Field Inspector (Construction)
+ Field inspector (Buildings)
+ Storin Water Coordinator
+ Plan Check Engineer
Adnrinistuatiwe
• Senior Accounting Assistant
• Accounting Assistant
+ Achninistrative Assistant
+ Contract Administrator
After the City Identifies the need for a position to be filled, the selected consultant/s will be asked to
provide resumes of the candidates for the position. The City reserves the right to .interview any of the
candidates prior to malting the selection. registered Professional Engineers and Licensed Land
Surveyors may be required to sing plans, specifications and contract legal documents.
The City will accommodate the chosen caadidatc /s in a workstation with and provide related office
supplies, and provide access to -the building (temporary identification cards),
Consultant Responsibilities:
on ultaut udit anc] roview ?rotes: Prior to awarding the contract, the selected Consultant might be
subject to an audit or review by Caltrans' Audits and Investigations (AM), other state audit
organizations, or the federal govertunent, The selected Consultant /s shall complete Exhibit 10.K —
Consultant Certification Contract Costs and Financial, in the Appendix of this rFP as Attachment 4,
City Respon.sibilifles:
The City will provide infennation in its possession relevant to the preparation of the required
information In the rFP. The City will provide only the staff assistance and the documentation
specifically in referred to herein.
Fee P'rol5osal:
include all forms and information as requested, 'ilre flinding mcob,anisin for any of the available positions
might come from different ftitnchng sources and would need to comply with the funding Agency
requirements.
City of Santa Ana RFP 16-045
25F -28
In addition to Section IV,B,9 (Submittal Itequiretumts: Fee Proposal) fee schedule shall be structured as
follows:
• Caltrans funded projects, reference LAPM Exhibit 10-1.1 (sample cost proposal) included in
Attachment 4,
Special Re uir Menta Attachment 4):
Compliance with Funding Agency:
All services rendered tinder federal, state and other non• local fttnding sources are subject to compliance
with the regulatory funding agency.
If Cal trans:
This project is funded through XXXX and shall comply with all requirements of XXXX
The attached forms must be completed in their entirety and submitted with your proposal:
* LAPM Exhibit 10 -H; Sample Cost Proposal
d LAPM Exhibit 104: Notice to Proposers, DBE Information
» LAPM Exhibit 10.01: Consultant Proposal DBE Commitment
LAPM Exhibit 10 -M Consultant Certification of Contract Costs and Financial management
System
If CDBG:
This agreement will be firaded through the US, Department of Housing and Urban.
Development, Community Development Block Grant Program and as such is subject to the
conditions of the Section 3 Contract Clause, Proposer shall comply with all requirements as
they.pertain to the use of these funds. Refer to Attachment 4, included in the Appendix of
this RF'P.
If the project will be financed by federal funds all services rendered shall meet all required federal
requirements included in this request for .proposal, Consultants are advised that, as required by federal
law, the City of Santa Aria is implementing the new Mace Conscious Disadvantaged Business Enterprise
(DBE) Program. The DBE goal for this contract is 9,60 %,
.W_._ MY of Santa Ana Rr'P 1 -Uh5
25F -29
10,14 111 Ill NED9
25F -30
TITLE
Project Engineer
Senior Civil Engineer (PE, License Required
Assistant Engineer II
Assistant Engineer I
Engineering Aide
CARD- Designer
GIS- Analyst
Land Surveyor (LS, License Required)
Project Manager
Field Inspector (Construction)
Building Inspector (Buildings)
Storm Water Coordinator
Plan Check Engineer
Senior Accounting Assistant
Accounting Assistant
Administrative Assistant
Contract Administrator
25F -31
BILLING IZATEf1EIR
$66 -$98
$72 -$97
$56 -$69
$38 -$55
$33-$48
$43- $58.50
$49 -$78
$88 -$1.02
$85 -$114
$70 -$80
$75 -$85
$100-$1.10
$100-$110
$100-$110
$100 -$110
$70 -$75
$75-$80
EXHIBIT C
25F -32
ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy #
relating to the following:
1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers,
employees, agents, volunteers and representatives are named as additional insureds ( "additional
Insureds") with regard to liability and defense of suits arising from the operations and uses performed
by or on behalf of the named insured.
2. With respect to claims arising out of the operations and uses performed by or on behalf
of the named insured, such insurance as is afforded by this policy is primary and is not additional to or
contributing with any other insurance carried by or for the benefit of the additional insureds.
3. This insurance applies separately to each insured against whom claim is made or suit is
brought except with respect to the company's limits of liability. The inclusion of any person or
organization as an insured shall not affect any right which such person or organization would have as a
claimant if not so included.
4. With respect to the additional insureds, this insurance shall not be cancelled, or
materially reduced in coverage or limits except after thirty (30) days written notice has been given to the
City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701.
(Completion of the following, including countersignature, is required to make this endorsement effective.)
Effective
Policy # _
Issued to
this endorsement form as a part of
Insured
Countersigned by
Authorized Representative
25F -33
25F -34
CONSULTANT AGREEMENT
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into this 21st day of October, 2015 by and between
CivilSource, Inc. ( "Consultant "), and the City of Santa Ana, a charter city and municipal corporation
organized and existing under the Constitution and laws of the State of California ( "City ").
RECITALS
A. On June 24, 2015, the City issued Request for Proposal No. 15 -045, by which it sought proposals
from qualified firms for engineering, technical, and administrative support services to be
provided to the Public Works Agency on an as- needed basis.
B. Consultant submitted a responsive proposal that was among those selected by the City.
Consultant represents that it is able and willing to provide the services described in the scope of
work that was included in RFP No. 15 -045 as Attachment I and that is also attached to this
Agreement as Exhibit A.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this Agreement
will be performed in compliance with such standards as may reasonably be expected from a
professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms
and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform those services as set forth in Exhibit A to this Agreement.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services the
rates and charges identified in Exhibit B. The total sum to be expended under this
Agreement shall not exceed $500,000 during the term of this Agreement.
b. Payment by City shall be made within forty -five of days (45) days following receipt of
proper invoice evidencing work performed, subject to City accounting procedures.
Payment need not be made for work that fails to meet the standards of performance set
forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on October 21,
2018, unless terminated earlier in accordance with Section 15, below. The tern of this Agreement may
be extended for one (1) two -year period upon a writing executed by the City Manager and the City
Attorney.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent
contractor and not an employee of the City. This Agreement. is not intended, nor shall it be construed to
create an employer- employee relationship, a joint venture relationship, or to allow the City to exercise
discretion or control over the professional manner in which Consultant performs the services which are
the subject matter of this Agreement; however, the services to be provided by Consultant shall be
provided in a manmer consistent with all applicable standards and regulations governing such services.
Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance
and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non - exclusive and perpetual license for City to copy, use, modify,
reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any
tangible medium of expression, including but not limited to, physical drawings or data magnetically or
otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant
under this Agreement ( "Documents & Data "). Consultant shall require all subcontractors to agree in
writing that City is granted a non - exclusive and perpetual license for any Documents & Data the
subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the
legal right to license any and all Documents & Data. Consultant makes no such representation and
warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not
be limited in any way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City's sole risk.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and
shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Consultant shall maintain commercial general
liability insurance naming the City, its officers, employees, agents, volunteers and
representatives as additional insured(s) and shall include, but not be limited to protection
against claims arising from bodily and personal injury, including death resulting
therefrom and damage to property, resulting from any act or occurrence arising out of
Consultant's operations in the performance of this Agreement, including, without
limitation, acts involving vehicles. The amounts of insurance shall be not less than the
following: single limit coverage applying to bodily and personal injury, including death
resulting therefrom, and property damage, in the total amount of $1,000,000 per
occurrence, with $2,000,000 in the aggregate. Consultant shall supply City with a filly
executed additional insured endorsement in substantially the form attached as Exhibit C
upon execution of this Agreement.
b. Business automobile liability insurance, or equivalent form, with a combined single limit
of not less than $1,000,000 per occurrence, Such insurance shall include coverage for
owned, hired and non -owned automobiles,
c. Worker's Compensation Insurance. In accordance with the California Labor Code,
Consultant, if Consultant has any employees, is required to be insured against liability for
worker's compensation or to undertake self - insurance. Prior to commencing the
25F -36
performance of the work under this Agreement, Consultant agrees to obtain and maintain
any employer's liability insurance with limits not less than $1,000,000 per accident.
d. If Consultant is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit of
not less than $1,000,000 per claim with $2,000,000 in the aggregate.
C. The following requirements apply to the insurance to be provided by Consultant pursuant
to this section:
(i) Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
(ii) Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved by the City.
(iii) Certificates and policies shall state that the policies shall not be canceled
or reduced in coverage or changed in any other material aspect without
thirty (30) days prior written notice to the City.
(iv) Consultant shall supply City with a fully executed additional insured
endorsement.
f. If Consultant fails or refuses to produce or maintain the insurance required by this section
or fails or refuses to furnish the City with required proof that insurance has been procured
and is in force and paid for, the City shall have the right, at the City's election, to
terminate this Agreement. Such termination shall not affect Consultant's right to be paid
for its time and materials expended prior to notification of termination. Consultant
waives the right to receive compensation and agrees to indemnify the City for any work
performed prior to approval of insurance by the City.
INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal
injury, including death, and claims for property damage, which may arise from the negligent operations
of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their
behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that
personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of
the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies
to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to
have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or
effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay
all costs for the defense of the City, including fees and costs for special counsel to be selected by the
City, regarding any action by a third party challenging the validity of this Agreement, or asserting that
personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or
property rights arises by reason of the terms of, or effects arising from this Agreement, City may make
all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the
foregoing, to the extent Consultant's Services are subject to Civil Code Section 2782.8, the above
indemnity shall be limited, to the extent reiglvyftit Code Section 2782.8, to claims that arise out
of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States' letters
patent, trademark, or copyright infringement, including costs, contained in the work product or
documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under
this Agreement. Consultant shall maintain complete and accurate records with respect to the costs
incurred, under this Agreement and any services, expenditures, and disbursements charged to the City for
a minimum period of three (3) years, or for any longer period required by law, from the date of final
payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of
such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this
Agreement for a period of three (3) years from the date of final payment to Consultant tinder this
Agreement.
10. CONFIDENTIALITY
I£ Consultant receives from the City information which due to the nature of such information is
reasonably understood to be confidential and /or proprietary, Consultant agrees that it shall not use or
disclose such information except in the performance of this Agreement, and further agrees to exercise
the same degree of care it uses to protect its own information of like importance, but in no event less
than reasonable care, "Confidential Information" shall include all nonpublic information. Confidential
information includes not only written information, but also information transferred orally, visually,
electronically, or by other means. Confidential information disclosed to either party by any subsidiary
and /or agent of the other party is covered by this Agreement. The foregoing obligations of non -use and
nondisclosure shall not apply to any information that (a) has been disclosed in publicly available
sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in
rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be
disclosed by operation of law; or (e) is independently developed by the Consultant without reference to
information disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement.
12. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall
be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or
certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner
provided in this Section, to the following persons:
25F -38
4
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M -30)
P.O. Box 1988
Santa Ana, CA 92702 -1988
Fax 714- 647 -6956
With courtesy copies to:
To Consultant:
Fred. Mousavipour
Executive Director
Public Works Agency
City of Santa Ana
20 Civic Center Plaza M -36
P.O. Box 1988
Santa Ana, California 92702
Fax 714- 647 -5622
CivilSource, Inc.
9890 Irvine Center Drive,
Irvine, CA 92618
Attn: Amy Amirani
949 - 585 -0477 (office)
949 -585 -0433 (fax)
City Attorney's Office
City of Santa Ana
20 Civic Center Plaza (M -29)
P.O. Box 1988
Santa Ana, California 92702
Fax 714- 647 -6515
A party may change its address by giving notice in writing to the other party. Thereafter, any
communication shall be addressed and transmitted to the new address. If sent by mail, communication
shall be effective or deemed to have been given three (3) days after it has been deposited in the United
States mail, duly registered or certified, with postage prepaid, and addressed as set forth above, If sent by
fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time
set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth
above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays
shall be excluded,
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter therein, and supersedes any and all other agreements, oral or
written, between the parties. In the event of a conflict between the terms of this Agreement and any
attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified
except by written instrument signed by the City and by an authorized representative of Consultant. The
parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent
with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City.
Each party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party,
which are not embodied herein.
25F -39
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written
consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior
written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit
the City's ability to have any of the services which are the subject to this Agreement performed by City
personnel or by other consultants retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) clays written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of termination,
subject to the following conditions:
a. As a condition of such payinent, the Executive Director may require Consultant to deliver
to the City all work product completed as of such date, and in such case such work
product shall be the property of the City unless prohibited by law, and Consultant
consents to the City's use thereof for such purposes as the City deems appropriate,
b. Payment need not be made for work that fails to meet the standard of performance
specified in the Recitals of this Agreement.
16, NONDISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable
law, in the recruitment, selection, training, utilization, promotion, termination or other employment
related activities or in connection with any activities under this Agreement. Consultant affirms that it is
an equal opportunity employer and shall comply with all applicable federal, state and local laws and
regulations.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined
and governed by the laws of the State of California. Both parties further agree that Orange County,
California, shall be the venue for any action or proceeding that may be brought or arise out of, in
connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the tern of this Agreement, maintain all necessary licenses, permits,
approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by
the laws and regulations of the United States, the State of California, the City of Santa Ana and all other
governmental agencies. Consultant shall notify the City immediately and in writing of its inability to
obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be
cause for termination of this Agreement.
25F�40
19. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and right to bind their respective parties to each of the terms of this Agreement,
and shall indemnify City fully, including reasonable costs and attorney's fees, for any
injuries or damages to City in the event that such authority or power is not, in fact, held
by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set
forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
ATTEST:
Maria D. Huizar
Cleric of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
Jay:
JoJohnFunun k
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Fred Mousavipour
Executive Director
Public Works Agency
[1IYt !7iII.YJP►11FAVaITi1
David Cavazos
City Manager
CONSULTANT:
Amy Amirani
CivilSource, Inc.
Tax ID#
25F -41
7
'I. M
25F -42
Appendix
A'T'TACHMENT T
SCOPE OF WORK
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
LNCINEERING, TECHiVICtAL AND ADMINISTRATIVffi SUPPORT SERVICES
RFP NOr i 15 -045
Irltrodlfctigg gnd Back2rouald:
The City of Santa. Ana is located in the County of Orange in Southern California. The City encompasses
27.5 square miles and apopulation of over 325,000 ,people.
The City of Santa Ana Public Works Agency is soliciting proposals for staff services from consulting
firms to assist in the Design, Construction Management, Project Management, Inspection, Oversight and
delivery of Public Work Services,
]'.n the past the City has utilized used professional and administrative staff on as needed basis to meet the
goals and objectives of the City in the delivery of quality, on time services. The staff services are an
extension to the current workforce and work in conjunction to better serve and complement the .needs of
the Public Works Agency.
In summary, the City of Santa Ana is soliciting proposals from qualified firms to provide engineering,
technical, and administrative support services for Public Works. This request for proposal (RFP)
provides interested qualified firms with the information enabling them to submit a Service Bid Proposal
and to ,provide the services described herein.
Descripfion of Work:
on, as needed basis, the Consultant /s will provide the City with professional staff to perform
engineering, technical and administrative, tasks on the delivery Public Work Services. These tasks may
include engineering design for street rehabilitation and street widening projects plans and specifications.
Underground utility design and review for° water, sower and storm drain plans and specifications, Next,
Electrical and Mechanical consulting, review and design of plans and specifications for water
infrastructure (i,e, wells, pump stations, sower lift stations), Also, landscaping and irrigation system
design for public work projects. In addition, and including traffic signal design, road striping, survey
services, contract management, project inspection and oversight, and administrative support services,
The list of positions the Consultant /s might need to fill include the following:
Enaineerirg /Techn teal
Project Engineer
s Senior Civil Engineer (PE.License Required)
• Assistant Engineer II, (Civil, Electrical, Mechanical)
City of Santa Ana RFP 15.045
25F -43
r Assistant Engineer I, ( Civil, Electrical., Mechanical)
• Engineering Aide
• CADD- Designer
(ITS Analyst
• .Land Surveyor (LS License Required)
• project Manager
• Field Inspector (Construction)
• Field inspector (.Buildings)
• Storin Water Coordinator
• Plan Check Engineer
Admirristratiyo
+ Senior Accounting Assistant
• Accounting Assistant
• Administrative Assistant
• Contract Administrator
After the City identifies the need for a position to be filled, the seleotod eonsultant/s will be asked to
provide resumes of the candidates for the position, 'tire City reserves the right to interview any of the
candidates prior to snaking the selection. Registered Professional Engineers and Licensed Land
Surveyors may be required to sing plans, specifications and contract legal documents.
The City will accommodate the chosen candidate /s in a workstation with and provide related office
supplies, and provide access to -the building (temporary identification cards),
Consultant Responsibilities,
Copdult It •nisi and Re ie ; Prior to awarding the contract, the selected Consultant might be
subject to an audit or review by Caltrans' Audits and Investigations (A &I), other state audit
organizations, or the federal goverainent, The selected Consultant /s shall complete Exhibit 10 -K •-
Consultant Certification Contract Costs and Financial, in the Appendix of this RFP as Attachment 4,
City Respolisibiiities;
The City will provide inforsnatiou it) its possession relevant to the preparation of the required
infar7nation In the R'FP. 'rhe City will provide only the staff assistance and the documentation
specifically in referred to herein,
F'ee Pia P oral,
Include all forms and information as requested. The Rinding mechanism for any of the available positions
inight come from difforent funding sources and would need to comply with the funding Agency
requirements.
Clfy of Santa Flna F2rP t BM046
25F -44
In addition to Section IV,B,3 (Submittal Requirements; Fee Proposal) fee schedule shall be structured as
follows:
• Caltrans funded projects, reference LAPM Exhibit 10 -H (sample cost proposal) included in
Attachment 4,
Sueci€tl Requirements (Attachment 4):
Con pli lice with Fundine AgMM
All services rendered under federal, state and other non- local funding sources are subject to compliance
with the regulatory funding agency.
If Caltrans;
This project is funded through XXXX and shall comply with all requirements ofXXXX
The attached forms must be completed in their entirety and submitted with your proposal:
• LAPM Exhibit 10 -H: Sample Cost Proposal
• LAPM Exhibit 10.1: Notioe to Proposers, DBE Information
• LAPM Exhibit 10-71: Consultant Proposal DBE Commitment
• LAPM Exhibit 10 -IC: Consultant Certification of Contract Costs and Financial management
System
If CD.BG:
This agreement will be funded through the U.S. Department of .Housing and Urban
Development, Community Development Block Grant Program and as such is subject to the
conditions of the Section 3 Contract Clause. Proposer shall comply with all requirements as
thoy.portain.to the use of these funds, Refer to Attachment 4, included in the Appendix of
this RF'P,
If the project will be financed by federal Rinds all services rendered shall meet all required federal
requirements included in this request for proposal, Consultants are advised that, as required by federal
law, the City of Santa Ana is implementing the now Race Conscious Disadvantaged Business Enterprise.
(DBE) Program, The .DBE goal for this contract is 9,60 %.
City of Santa Ana RFP 15.045
25F -45
10414 loll 1 goY
25F -46
TITLE
Project Engineer
Senior Civil Engineer (PE, License Required
Assistant Engineer U
Assistant Engineer I
Engineering Aide
CARD- Designer
GIS- Analyst
Land Surveyor (LS, License Required)
Project Manager
Field Inspector (Construction)
Building Inspector (Buildings)
Storm Water Coordinator
Plan Check Engineer
Senior Accounting Assistant
Accounting Assistant
Administrative Assistant
Contract Administrator
25F -47
BILLING RATE/HR
$66 -$98
$72 -$97
$56$69
$38 -$55
$33 -$48
$43- $58.50
$49 -$78
$88-$102
$85 -$114
$70 -$80
$75 -$85
$89
$80
$100
$75
$60
$65
EXHIBIT C
25F -48
ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy #
relating to the following:
1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers,
employees, agents, volunteers and representatives are named as additional insureds ( "additional
insureds ") with regard to liability and defense of suits arising from the operations and uses performed
by or on behalf of the named insured.
2. With respect to claims arising out of the operations and uses performed by or on behalf
of the named insured, such insurance as is afforded by this policy is primary and is not additional to or
contributing with any other insurance carried by or for the benefit of the additional insureds.
3. This insurance applies separately to each insured against whom claim is made or suit is
brought except with respect to the company's limits of liability. The inclusion of any person or
organization as an insured shall not affect any right which such person or organization would have as a
claimant if not so included.
4. With respect to the additional insureds, this insurance shall not be cancelled, or
materially reduced in coverage or limits except after thirty (30) days written notice has been given to the
City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701.
(Completion of the following, including countersignature, is required to make this endorsement effective.)
Effective this endorsement form as a part of
Policy #
Issued to
Named Insured
Countersigned by
Authorized Representative
25F -49
25F -50