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HomeMy WebLinkAboutCSG RedactedAgreement Page 1 AGREEMENT THIS AGREEMENT is made and entered into in the City of San Luis Obispo on July 27, 2021, by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and CSG CONSULTANTS, hereinafter referred to as Contractor or Consultant W I T N E S S E T H: WHEREAS, the City wants to retain Consultant to conduct plan review and inspection services under City Specification No. 2019-4006-01. WHEREAS, Contractor/Consultant is qualified to perform this type of service and has submitted a proposal to do so which has been accepted by City. NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be from the date this Agreement is made and entered, as first written above, until three years from the date this Agreement is made and entered and acceptance or completion of said services. 2. INCORPORATION BY REFERENCE City Specification No. 2019-4006-01 and Contractor's proposal dated May 23, 2019, is hereby incorporated in, and made a part of this Agreement and attached as Exhibit A. Agreement as Exhibit B. To the extent that there are any both parties. 3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City will pay, and Contractor shall receive therefor the agreed- proposal. 4. CONTRACTOR'S OBLIGATIONS. For and in consideration of the payments and Agreements herein before mentioned to be made and performed by City, Contractor agrees with City to provide services as set forth in Agreement Page 2 5. AMENDMENTS. Any amendment, modification, or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by the Department Head or City Manager of the City. 6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete Agreement between the parties hereto. No oral Agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral Agreement, understanding, or representation be binding upon the parties hereto. 7. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or certified mail addressed as follows: City Community Development Department City of San Luis Obispo 919 Palm Street San Luis Obispo, CA 93401 Attn: Contractor/Consultant CSG Consultants, Inc. 550 Pilgrim Drive Foster City, CA 94404 8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that each individual executing this Agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. CITY OF SAN LUIS OBISPO, A Municipal Corporation APPROVED AS TO FORM: CONTRACTOR CITY OF SAN LUIS OBISPO B UILDING & SAFETY, ENGINEERING DEVELOPMENT REVIEW, FIRE PLAN REVIEW, AND INSPECTION SERVICES ii Table of Contents Cover Letter ........................................................................................ i Table of Contents ................................................................................ ii SECTION 1 Submittal Forms .................................................................................. 1 SECTION 2 Qualifications ...................................................................................... 10 Statement of Past Contract Disqualifications ...................................... 12 Organizational Chart & Resumes ......................................................... 13 SECTION 3 Work Program ..................................................................................... 38 Project Understanding......................................................................... 38 Approach & Methodology ................................................................... 38 Building Plan Review Services .............................................................. 39 Civil Plan Review Services .................................................................... 41 Fire Plan Review Services .................................................................... 43 Electronic Plan Review ........................................................................ 44 Building Inspection Services ................................................................ 45 Quality Assurance / Quality Control .................................................... 46 Customer Service & Responsiveness ................................................... 47 SECTION 4 Compensation ..................................................................................... 48 - - 3. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII. Verification of Coverage. Consultant shall furnish the City with a certificate of insurance showing maintenance of the required insurance coverage. Original endorsements effecting general liability and automobile liability coverage required by this clause must also be provided. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences. SECTION F: PROPOSAL SUBMITTAL FORMS The undersigned declares that she or he has carefully examined Specification No. 2019-4006-01 which is hereby made a part of this proposal; is thoroughly familiar with its contents; is authorized to represent the proposing firm; and agrees to perform the specified work for the following cost quoted in full: PROPOSAL ITEM: Building, Engineering Development Review, and Fire Plan Review and Inspection Services Consultant Fee as a Percentage of Building Plan Check Fee % Consultant Fee as a Percentage of Fire Plan Check & Inspection Fee % Consultant Fee as a Percentage of Engineering Development Review Plan Check Fee % Structural Only Plan Review as a Percentage of the Building Plan Check Fee % Hourly Building Plan Review Fee $ Hourly Fire Plan Review Fee $ Hourly Engineering Plan Review Fee $ Inspection Services upon request Hourly Rate- Building $ CASp Services upon request Hourly Rate $ Inspection Services upon request Hourly Rate- Code $ Inspection Services upon request Hourly Rate- Fire $ Inspection Services upon request Hourly Rate- Engineering $ Inspection Services upon request Hourly Rate- Stormwater/NPDES $ Certificate of insurance attached; insurance Firm Name and Address 1 A N/A N/A N/A N/A X 125 95 220/190/165 220/110 125 35 75 75 75 EXHIBIT B GENERAL TERMS AND CONDITIONS Insurance Requirements. The Contractor shall provide proof of insurance in the form, coverages and amounts specified in Section E of paragraph 2 of the Agreement, unless changes are otherwise approved and agreed to in writing between the parties. If the Agreement is entered into outside of a Request for Proposal, Contractor shall provide proof of insurance in the form coverages and amounts specified in Exhibit Business License & Tax. The Contractor must have a valid City of San Luis Obispo business license & tax certificate before execution of the contract. Additional information -7134. Ability to Perform. The Contractor warrants that it possesses, or has arranged through subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work hereunder in compliance with all federal, state, county, city, and special district laws, ordinances, and regulations. Laws to be Observed. The Contractor shall keep itself fully informed of and shall observe and comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances, regulations and adopted codes during its performance of the work. Payment of Taxes. The contract prices shall include full compensation for all taxes that the Contractor is required to pay. Permits and Licenses. The Contractor shall procure all permits and licenses, pay all charges and fees, and give all notices necessary. Safety Provisions.The Contractor shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety. Public and Employee Safety. W hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees. Preservation of City Property. The Contractor shall provide and install suitable safeguards, approved by the City, to protect City property from injury or damage. If City good as when the Contractor began work. Immigration Act of 1986. The Contractor warrants on behalf of itself and all subcontractors engaged for the performance of this work that only persons authorized to work in the United State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder. 11. Contractor Non-Discrimination. In the performance of this work, the Contractor agrees that it will not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in employment of persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such persons. 12. Work Delays. Should the Contractor be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war periods as may be agreed upon by the City and the Contractor. In the event that there is insufficient time to grant such extensions prior to the completion date of the contract, the City may, at the time of acceptance of the work, waive liquidated damages that may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to the reasons for such delay, and making a finding as to the causes of same. 13. Payment Terms. invoice and acceptance by the City of the materials, supplies, equipment, or services provided by the Contractor (Net 30). 14. Inspection. The Contractor shall furnish City with every reasonable opportunity for City to ascertain that the services of the Contractor are being performed in accordance with the requirements and intentions of this contract. All work done, and all materials furnished, if any, nspection and approval. The inspection of such work shall not relieve Contractor of any of its obligations to fulfill its contract requirements. 15. Audit. The City shall have the option of inspecting and/or auditing all records and other written materials used by Contractor in preparing its invoices to City as a condition precedent to any payment to Contractor. 16. Interests of Contractor. The Contractor covenants that it presently has no interest, and shall not acquire any interest direct, indirect or otherwise that would conflict in any manner or degree with the performance of the work hereunder. The Contractor further covenants that, in the performance of this work, no subcontractor or person having such an interest shall be employed. The Contractor certifies that no one who has or will have any financial interest in performing this work is an officer or employee of the City. It is hereby expressly agreed that, in the performance of the work hereunder, the Contractor shall at all times be deemed an independent contractor and not an agent or employee of the City. 17. Hold Harmless and Indemnification. (a) Non-design, non-construction Professional Services: To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, action, claims, liabilities, obligations, judgments, or damages, including reasonable legal f the operations or damage arising from the sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising including reasonable legal fees, incurred in defense of such claims. (b) Non-design, construction Professional Services: To the extent the Scope of Services paragraph shall apply in place of paragraph A. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and perform its obligations under this Agreement or out of the operations conducted by Consultant, except for such loss or damage arising from the active negligence, sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, burse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (c) Design Professional Services Scope of Services require Consultant t are used in Civil Code Section 2782.8, this paragraph shall apply in place of paragraphs A or B. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8) Consultant shall indemnify, defend and hold harmless the City and its against all claims, damages, injuries, losses, and expenses including costs, attorney fees, expert consultant and expert witness fees arising out of, pertaining to or relating to, the negligence, recklessness or willful misconduct of Consultant, except to the extent caused by the sole negligence, active negligence or willful misconduct of the City. Negligence, recklessness or willful misconduct of any subcontractor employed by Consultant shall be conclusively deemed to be the negligence, recklessness or willful misconduct of Consultant unless adequately corrected by Consultant. In the event the City Indemnitees are made a party to any action, option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. In no event shall the cost to defend charged to Consultant ever, notwithstanding the previous sentence, in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and confer with other parties regarding unpaid defense costs. obligations. This Section survives completion of the services or the termination of this contract. The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance. 18. Contract Assignment. The Contractor shall not assign, transfer, convey or otherwise dispose of the contract, or its right, title or interest, or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of the City. 19. Termination for Convenience. The City may terminate all or part of this Agreement for any or no reason at any time by giving 30 days written notice to Contractor. Should the City terminate this Agreement for convenience, the City shall be liable as follows: (a) for standard or off-the-shelf products, a reasonable restocking charge not to exceed ten (10) percent of the total purchase price; (b) for custom products, the less of a reasonable price for the raw materials, components work in progress and any finished units on hand or the price per unit reflected on this A will be the lesser of a reasonable price for the services rendered prior to termination, or the price for the services reflected on this Agreement. Upon termination notice from the City, Contractor progress and finished goods. 20. Termination. If, during the term of the contract, the City determines that the Contractor is not faithfully abiding by any term or condition contained herein, the City may notify the Contractor in writing of such defect or failure to perform. This notice must give the Contractor a 10 (ten) calendar day notice of time thereafter in which to perform said work or cure the deficiency. If the Contractor has not performed the work or cured the deficiency within the ten days specified in the notice, such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the Contractor to said effect. Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the contract and effect, and shall not be extinguished, reduced, or in any manner waived by the terminations thereof. In said event, the Contractor shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs u milestone or task satisfactorily delivered or completed by the Contractor as may be set forth in the Agreement payment schedule; compensation for any other work, services or goods value of the work-in-progress in completing the overall work scope. The City reserves the right to delay any such payment until completion or confirmed full and complete accounting of costs. In no event, however, shall the Contractor be entitled to receive in excess of the compensation quoted in its proposal. Certificate Of Completion Envelope Id: 55250FB52EE141338A18F8749B4D5C63 Status: Completed Subject: Please DocuSign: Agreement CSG Consulting_2021.pdf, EXHIBIT A - Proposal for Building Safety E... Source Envelope: Document Pages: 16 Signatures: 3 Envelope Originator: Certificate Pages: 5 Initials: 0 Daniel Clancy AutoNav: Enabled EnvelopeId Stamping: Enabled Time Zone: (UTC-08:00) Pacific Time (US & Canada) 990 Palm Street San Luis Obispo, CA 93422 dclancy@slocity.org IP Address: Record Tracking Status: Original 7/27/2021 4:56:41 PM Holder: Daniel Clancy dclancy@slocity.org Location: DocuSign Signer Events Signature Timestamp Cyrus Kianpour cyrus@csgengr.com President Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: Sent: 7/27/2021 5:05:33 PM Viewed: 7/27/2021 9:36:50 PM Signed: 7/27/2021 9:38:46 PM Electronic Record and Signature Disclosure: Accepted: 7/27/2021 9:36:50 PM ID: 7e568c35-3535-4e04-9d68-642e07e0d44b Markie Jorgensen for Christine Dietrick mjorgens@slocity.org Assistant City Attorney Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: Sent: 7/27/2021 9:38:49 PM Viewed: 7/28/2021 8:23:45 PM Signed: 7/28/2021 8:25:39 PM Electronic Record and Signature Disclosure: Accepted: 7/28/2021 8:23:45 PM ID: d421ab90-8c51-4b63-bd91-3809ae173aa7 Derek Johnson djohnson@slocity.org City Manager City of San Luis Obispo Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: Signed using mobile Sent: 7/28/2021 8:25:42 PM Viewed: 7/28/2021 10:13:27 PM Signed: 7/28/2021 10:13:52 PM Electronic Record and Signature Disclosure: Not Offered via DocuSign In Person Signer Events Signature Timestamp Editor Delivery Events Status Timestamp Agent Delivery Events Status Timestamp Intermediary Delivery Events Status Timestamp Certified Delivery Events Status Timestamp Carbon Copy Events Status Timestamp Rebecca Bernstorff rbernstorff@slocity.org Security Level: Email, Account Authentication (None) Sent: 7/28/2021 10:13:54 PM Viewed: 7/29/2021 8:20:22 AM Electronic Record and Signature Disclosure: Accepted: 7/13/2021 5:13:28 PM ID: 4fa44944-a324-4d7a-b131-d4648144924c Daniel Clancy dclancy@slocity.org Purchasing Analyst City of San Luis Obispo Security Level: Email, Account Authentication (None) Sent: 7/28/2021 10:13:55 PM Resent: 7/28/2021 10:13:58 PM Viewed: 8/2/2021 4:07:51 PM Electronic Record and Signature Disclosure: Not Offered via DocuSign Cyrus Kianpour cyrus@csgengr.com President Security Level: Email, Account Authentication (None) Sent: 7/28/2021 10:13:55 PM Electronic Record and Signature Disclosure: Accepted: 7/27/2021 9:36:50 PM ID: 7e568c35-3535-4e04-9d68-642e07e0d44b Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 7/27/2021 5:05:33 PM Certified Delivered Security Checked 7/28/2021 10:13:27 PM Signing Complete Security Checked 7/28/2021 10:13:52 PM Completed Security Checked 7/28/2021 10:13:55 PM Payment Events Status Timestamps Electronic Record and Signature Disclosure