HomeMy WebLinkAbout11-19-2013 c5 design services for margarita & foothill
FROM: Carrie Mattingly, Utilities Director
Prepared By: Jennifer Metz, Utilities Project Manager
SUBJECT: DESIGN SERVICES FOR MARGARITA & FOOTHILL LIFT STATION
REPLACEMENTS, SPEC. NO. 91214 – REQUEST FOR PROPOSALS
RECOMMENDATIONS
1. Approve the request for proposals for design services for the Margarita and Foothill Lift Station
Replacements, Spec. No. 91214 and authorize its issuance, and
2. Authorize the City Manager to award a contract if the selected proposal is within the estimate of
$200,000.
DISCUSSION
Background
The City’s wastewater collection system includes 136 miles of gravity sewer line, three miles of
force main, and nine lift stations. The system’s older lift stations are a Smith & Loveless dry
well/wet well design where the wastewater flows to a separate concrete wet well and the pumps are
housed in a pre-manufactured, below-grade steel dry well structure. These lift stations were put into
service in the 1960s and early 1970s with a life expectancy of 20 years per the manufacturer and
have reached the end of their service life. This request is for the design of two lift stations,
Margarita and Foothill.
Margarita and Foothill Lift Stations and Force Mains
The Margarita lift station was put into service in 1971 and serves approximately 91 parcels as well
as future development in the Margarita Specific Plan Area. In 1995, the floor of the sump pump was
leaking and repairs were made. Cathodic protection was added in 1996 to extend the life of the lift
station structure. In 2010, additional leaks on the floor and walls were repaired. A report provided
by Advantage Technical Services, Inc. noted a high risk of failure at the station as both the wet and
dry well walls were deteriorating, causing leaks and structural issues. The force main is
approximately 230 feet in length and is six-inch cast iron pipe. Based on a pipe condition
assessment, the pipeline needs to be replaced.
Foothill Lift Station serves approximately 43 parcels on the west end of Foothill Boulevard near the
City limits. The equipment was originally installed in 1962 to serve the Broad Street and Orcutt
area, but was removed and warehoused, then reconfigured and installed in its present location in
1986. The sump pump floor was repaired in 1995 and cathodic protection was installed in 1996 to
extend the life of the station. The existing lift station does not have an auxiliary power source. The
force main is approximately 440 feet in length and is four-inch cast iron pipe and will require
replacement.
Meeting Date
Item Number 11-19-13
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Margarita & Foothill Lift Station Replacements, Spec. No. 91214 Page 2
Because of their age and condition, these lift stations have been prioritized for replacement. The
design will include new wet wells, pumps, pump controllers, back-up generators, and Supervisory
Control and Data Acquisition (SCADA) connection. City staff will work with the selected
consultant related to design of an appropriate structure/enclosure to house the lift stations’ controls
with a partition from the generator. The structure will be designed with sound attenuation,
appropriate service access, and visual screening.
Evaluation and Selection Process
Utilities Department staff prepared a request for proposals (RFP), Attachment 1, for services to
prepare construction documents and specifications for the replacement of the two lift stations. If
approved, proposals for design services will be due on December 19, 2013. Based on the evaluation
criteria set forth in the RFP, proposals will be reviewed and finalists will be invited for a follow-up
presentation/interview before a review committee. The review committee will be composed of staff
from the City’s Utilities and Public Works departments. Reference checks will be conducted. Based
on the results of the selection process, a recommendation will be made to the City Manager to
award the contract. Contract award is anticipated in Spring 2014.
Prospective Proposers
In addition to publishing a formal notice requesting proposals, the RFP will be mailed to
engineering firms specializing in the design of lift stations. A list of prospective engineering firms is
included in the RFP.
FISCAL IMPACT
A total of $300,000 was identified for design in the 2013-15 Financial Plan, Appendix B, Lift
Station Replacements, on pages 3-152 through 3-156 for design of three replacement lift stations
(Margarita, Madonna, and Foothill). At this time, the Utilities Department is moving forward with
the design of two replacement lift stations (Margarita and Foothill) with $200,000 of the available
funding which is expected to be adequate to complete the design phase of the project. Replacement
of the Madonna Lift Station will be considered separately as City staff is looking at available
options to replacing that station. An engineering estimate of construction costs will be prepared as
part of the project’s work scope. Construction of the Margarita Lift Station is planned to begin
during the 2014-15 fiscal year and construction of the Foothill Lift Station is planned to begin
during the 2016-17 fiscal year.
ALTERNATIVES
Deny or defer approval to advertise. The City Council may choose to deny or defer the approval to
issue this RFP for design services. Staff does not recommend this option as the existing facilities will
continue to deteriorate and present a risk for failure.
ATTACHMENT
RFP Design Margarita Foothill Lift Stations, Spec 91214.doc
..\Design Services for Margarita & Foothill Lift Station (Mattingly-Metz)
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The City of San Luis Obispo is committed to including disabled persons in all of our services, programs and activities.
Telecommunications Device for the Deaf (805) 781-7410.
City of
San Luis Obispo
990 Palm Street San Luis Obispo, CA 93401
Notice Requesting Proposals for the
City of San Luis Obispo
Utilities Department
DESIGN SERVICES FOR MARGARITA AND FOOTHILL
LIFT STATION REPLACEMENTS
Specification No. 91214
The City of San Luis Obispo’s Utilities Department is requesting sealed proposals for
professional engineering services for the MARGARITA AND FOOTHILL LIFT STATION
REPLACEMENT PROJECT pursuant to Specification No. 91214. All proposals must be
received by the Public Works Department at 919 Palm Street, San Luis Obispo, CA 93401 by
December 19, 2013 by 3:00 PM, when they will be opened publicly.
Proposals received after said time will not be considered. To guard against premature opening,
each proposal shall be submitted to the Public Works Department in a sealed envelope plainly
marked with the proposal title, specification number, proposer’s name, time and date of the
proposal opening. Proposals shall be submitted using the forms provided in the specification
package.
Specification packages and additional information may be obtained on the City’s website at
http://www.slocity.org. Questions may be submitted to Jennifer Metz via e-mail at
jmetz@slocity.org until December 13, 2013. All questions will be answered and distributed to
all interested parties.
Onsite review of information related to the City’s existing lift stations will be provided at a
Mandatory Pre-Proposal Meeting to be held on Wednesday, December 4, 2013 at 10 a.m. at the
City’s Corporation Yard located at 25 Prado Road, San Luis Obispo, CA.
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Specification No. 91214
TABLE OF CONTENTS
A. Description of Work ................................................................1
A1. Overview
A2. Background
A3. Scope of Work
A4. Project Schedule / Cost
B. General Terms & Conditions ..................................................8
B1. Proposal Requirements
B2. Contract Award and Execution
C. Proposal Content & Selection Process .................................10
C1. Proposal Content
Submittal Forms
Qualifications
Work Program
Compensation
Proposal Length and Copies
C2. Proposal Evaluation & Selection
Proposal Review Criteria
Proposal Review and Award Schedule
D. Form of Agreement ................................................................12
E. Insurance Requirements .......................................................20
F. Proposal Submittal Forms ....................................................22
F1. Proposal Submittal Form
F2. References
F3. Statement of Past Contract Disqualifications
F4. Proposers List
FIGURE 1: Margarita Lift Station Catchment Area ..............2
FIGURE 2: Foothill Lift Station Catchment Area ..................4
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City of San Luis Obispo
Specification No. 91214
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Section A
DESCRIPTION OF WORK
A1. OVERVIEW
The City’s wastewater collection system includes 136 miles of gravity sewer line ranging from
six-inch to 48-inch pipe, three miles of force main ranging from four-inch to ten-inch pipe,
approximately 2,900 manholes. The collection system includes nine lift stations. Six of these lift
stations (Calle Joaquin, Margarita, Silver City, Foothill, Madonna and Airport) are Smith &
Loveless pre-manufactured steel structures with a dry well/wet well design put into service in the
1960s and early 1970s. Replacement of the Calle Joaquin Lift Station is in the design phase and
the remaining three lift stations (Prefumo, Tank Farm and Laguna) have Wemco Hidrostal
submersible pumps installed in 2005, 2009, and 2013 respectively.
A2. BACKGROUND
As part of the City’s 2013-15 Financial Plan, the City proposed the design and construction for
the replacement of three existing lift stations. Two of those lift stations (Margarita and Foothill)
are included in this project. In each case, replacement of the existing lift station and force main is
proposed with a pre-fabricated, pre-engineered eight-foot diameter wet well (fiberglass or
concrete), two submersible pumps (Wemco Hidrostal or equal), site lighting, development of a
new control strategy and connection of the replacement lift station to the City’s existing SCADA
system, and HDPE force main. Each site is constrained by limited available property for siting a
replacement station.
Margarita Lift Station and Force Main
The Margarita Lift Station was put in to service in 1971 and serves approximately 25 acres (91
parcels) as well as future development in the Margarita Specific Plan Area (See Figure 1). This
station is 41 years old and it is operating beyond its life expectancy of 20 years. This station is a
Smith & Loveless dry well/ wet well design. In 1995, the floor of the sump pump was leaking
and repairs were made. Cathodic protection was added in 1996 to extend the life of the lift
station structure. In 2010, additional leaks on the floor and walls were repaired. A report
provided by Advantage Technical Services, Inc. noted a high risk of failure at the station as both
the wet and dry well walls were deteriorating, causing leaks and structural issues. Because of its
age and condition, replacement of the lift station has been prioritized with the other necessary
system components that include the wet well and force main. The force main is approximately
230 feet in length and is six-inch cast iron pipe. Based on a pipe condition assessment, the
pipeline is operating beyond its useful life expectancy.
The City proposes that the replacement station include a tier-four rated, back-up generator, with
an automatic transfer switch and SCADA connection. City staff will work with the Consultant
related to design of an appropriate structure/enclosure to house the lift station’s controls with a
partition from the generator. The structure should be designed with sound attenuation,
appropriate service access, and visual screening. Consultant will acquire necessary permits for
the generator on the City’s behalf for the generator through the Air Pollution Control District
(APCD), described in Scope of Work, Task 7.
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City of San Luis Obispo
Specification No. 91214
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Foothill Lift Station & Force Main
The Foothill Lift Station serves approximately 20 acres (43 parcels) on the west end of Foothill
Boulevard near the city limits (See Figure 2). This station is over 50 years old and is operating
beyond its life expectancy of 20 years. This station is a Smith & Loveless dry well/wet well
design. The equipment was originally installed in 1962 to serve the Broad Street and Orcutt area,
but was removed and warehoused, then reconfigured and installed in its present location in 1986.
The sump pump floor was repaired in 1995. Cathodic protection was installed in 1996 to extend
the life of the station. The existing lift station does not have an auxiliary power source.
Because of its age and condition, replacement of the lift station has been prioritized with the
other necessary system components that include the wet well and force main. The force main is
approximately 440 feet in length and is four-inch cast iron pipe. The City proposes that the
replacement station include a tier-four rated, back-up generator, with an automatic transfer
switch and SCADA connection. City staff will work with the Consultant related to design of an
appropriate structure/enclosure to house the lift station’s controls with a partition from the
generator. The structure should be designed with sound attenuation, appropriate service access,
and visual screening. Consultant will acquire necessary permits for the generator on the Cit y’s
behalf for the generator through the Air Pollution Control District (APCD), described in Scope
of Work, Task 7.
The City will provide additional background information on each existing lift station, such as
project drawings and specifications, operations and maintenance records and other relevant
information at Notice to Proceed.
A3. SCOPE OF WORK
The purpose of this Request for Proposals is for the City to enter into a contract for necessary
services for the replacement of the lift stations including engineering design services, surveying,
geotechnical investigation, easement acquisition, and environmental review/permitting (if
necessary). It is the City’s goal to have the first replacement (Margarita Lift Station) out to bid
for construction in late 2014. The City’s desired scope of work for the project is described below.
Alternate proposals will be considered as described in Section B1.9, Proposal Requirements, of
this specification package.
TASK 1: Project Meetings and Coordination
During project design, the Consultant will attend progress/coordination meetings with the City
staff to discuss issues related to the project design and to update the City regarding progress of
the design phase. Anticipated meetings are as follows:
Project kick-off meeting (both lift stations)
Feasibility Studies/Alternative Sites Analysis (both lift stations)
Design Confirmation (both lift stations)
Preliminary Design Reports (both lift stations)
50 Percent Design Submittal (Margarita)
Meeting at 90 Percent Design Submittal(Margarita)
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City of San Luis Obispo
Specification No. 91214
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Meeting at Final Design Submittal(Margarita)
50 Percent Design Submittal (Foothill)
Meeting at 90 Percent Design Submittal (Foothill)
Meeting at Final Design Submittal (Foothill)
The consultant shall attend as many other working meetings as needed to complete the project’s
design phase. The Consultant shall provide coordination between City staff and all
subconsultants. The Consultant will coordinate with the City’s Project Manager on acti vities
including scheduling meetings, tracking and reporting on work in progress. The Consultant will
prepare meeting notes and distribute them to the City and Consultant team.
TASK 2: Feasibility Study
The City has limited site area near the existing Margarita and Foothill lift stations for siting
replacement facilities. After preliminary discussions with City staff at Kickoff/Meeting #1 and to
confirm the project’s overall design approach, the Consultant will develop two conceptual -level
alternatives for each lift station replacement. The conceptual level alternatives will be developed
with input from City staff. These alternatives will be presented and discussed with City staff at
Meeting #2 to reach consensus on the preferred alternative prior to proceeding with development
of the Preliminary Design Report for the preferred alternative. The Feasibility Study shall
include preliminary cost estimates for each alternative and the Consultant’s recommended
alternative.
TASK 3: Easement Acquisition
Following the identification of the preferred replacement option in Task 2, the Consultant shall
work with City staff to acquire permanent easements for the siting each of the replacement lift
stations and temporary construction easements as needed. This work shall include:
Title search and appraisals of all properties encroached by any proposed
utility easement.
Preparation of all easement acquisition documents.
Acquisition of all easements from owners of property encroached by the
proposed project.
Utility easements and negotiations related thereto.
The Consultant will coordinate with the City and provide the services of a qualified land
surveyor to prepare legal descriptions for the proposed lift stations site and utility easements.
TASK 4: Survey/Right of Way, Geotechnical Investigation, and Potholing
The Consultant shall conduct necessary field survey work and topographic mapping, which may
utilize an aerial survey, for the existing and proposed lift stations.
The Consultant will provide and coordinate the services of a qualified geotechnical subconsultant
to perform a detailed geotechnical investigation at the two project sites and to explore subsurface
conditions at each proposed lift station site where the new wet well will be installed. Field
investigations will be performed for collection of pertinent data and information, which will be
analyzed to develop geotechnical engineering recommendations for each lift station’s final
design. The Consultant will review the geotechnical reports and confirm that the analysis
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City of San Luis Obispo
Specification No. 91214
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addresses the needs of the City. Consultant shall assume a total of three borings will be required
at each lift station site.
The Consultant shall also provide and coordinate the services of a subconsultant for potholing
services to locate tie in locations of gravity lines, force main, and location of any potentially
conflicting utility lines.
TASK 5: Preliminary Design Report
After selection of the preferred alternative for each replacement lift station, the Consultant shall
prepare a draft and final Preliminary Design Report in a single document. The Report will
include:
Description of the existing facilities, conceptual alternatives evaluated, and
the preferred alternative, including the reasons for selecting the preferred
alternative, design concepts and the proposed improvements,
Design criteria including discussion of flows, reliability and redundancy,
pumps, piping, pump discharge manifold flow metering, wet well, valves and
gates, odor control, sound attenuation, auxiliary systems and operations and
maintenance,
Hydraulic analysis, including system and pump curves and pump selection,
(Wemco Hidrostal or equal) incoming sewer elevations, force main discharge
elevation, and wet well operating levels,
Pumping schematic,
Electrical instrumentation requirements and improvements, including backup
generator (if applicable) and power supply to allow the existing and new
station to run in parallel during commissioning,
Preliminary construction sequencing and construction constraints analysis for
each lift station site,
Design and construction schedule, with identified lead time for long lead
equipment items and other critical needs,
Preliminary Construction Cost Estimate,
Equipment cut sheets for major equipment within the Report’s appendix, and
Field survey information and geotechnical report within the Report’s
appendix.
Consultant shall provide seven copies of the draft and final Preliminary Design Report to the
City. The Draft Preliminary Design Report contents will be discussed at a meeting with City
staff. City comments will be incorporated into the Final Preliminary Design Report.
TASK 6: Construction Documents and Specifications
The Consultant will prepare construction plans and specifications for each lift station
replacement project, in accordance with City direction. The Consultant shall submit PDF
documents for review by the City at the 50 percent and 90 percent completion levels. The City
will review the construction plans and provide comments to the Consultant. The Consultant will
prepare and submit a construction cost estimate for the project at each completion level.
In order to ensure each lift station commissioning process is successful (i.e. existing systems are
maintained and cut over time minimized), the project’s specifications shall include a detailed
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City of San Luis Obispo
Specification No. 91214
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project commissioning specifications for the City’s review and acceptance. This portion of the
project specifications shall include:
A clear definition of commissioning procedures, including City and
Contractor roles and responsibilities.
Detailed schedules for independent commissioning of both lift stations.
An organized system of commissioning documentation.
Written testing and verification procedures.
Clear definition of the criteria for acceptance.
Procedures for correction and retesting in the case of failure.
The City’s concerns include, but are not limited to, running the replacement lift stations in
parallel with the existing stations, verifying SCADA communications, alarms, and operator
control functions.
TASK 7: Permit Applications
Following the selection of the preferred alternative discussed in Task 2 above, Consultant shall
prepare and submit the applications and supporting documents for permits as required for the
construction of this project. The permits anticipated for this project include those required by the
Air Pollution Control District. City staff will prepare necessary environmental review in
compliance with the California Environmental Quality Act, likely a Categorical Exemption for
each lift station replacement. The City will provide permit fees associated with filing of permit
applications.
TASK 8: Construction Phase Support and Preparation of Record Drawings
Consultant shall provide engineering services pertaining to the bidding and construction phase of
the project. This task includes responding to questions and/or clarifications during bidding;
review of submittals; responding to requests for information from the City’s Contractor;
attending pre-construction meetings; attending project progress meetings; assisting in observing
operational test for the lift stations; and completing record drawings.
Consultant shall obtain “record” information from the City’s Contractor at the conclusion of the
project, review the information provided by the Contractor and as provided by the City’s
inspection staff, and develop a set of record drawings. Consultant shall provide one set of
reproducible record drawings and a set of electronic drawings and a signed set.
A4. PROJECT SCHEDULE & COST
Proposal shall include a detailed schedule for the completion of the tasks above that comprise the
City’s desired scope of work or for an alternative work scope as described in Section B1.9. The
project schedule shall correspond to the award schedule included in Section C.
Also provide a corresponding cost breakdown with estimated hours to perform each task
described in the scope of work and an hourly rate work sheet to be used for additional services.
Costs shall be consistent with those provided in Section F. Costs should include any required
travel and expenses. All cost information shall be provided in a separate sealed envelope
accompanying the proposal.
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City of San Luis Obispo
Specification No. 91214
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Section B
GENERAL TERMS & CONDITIONS
B1. PROPOSAL REQUIREMENTS
1. Requirement to Meet All Provisions. Each individual or firm submitting a proposal
(Consultant) shall meet all of the terms, and conditions of the Request for Proposals (RFP)
specifications package. By virtue of its proposal submittal, the Consultant acknowledges
agreement with and acceptance of all provisions of these RFP specifications.
2. Proposal Submittal. Each proposal must be submitted on the form(s) provided in the
specifications and accompanied by any other required submittals or supplemental materials.
Proposal documents shall be enclosed in an envelope that shall be sealed and addressed to the
City of San Luis Obispo Finance Department at 990 Palm Street, San Luis Obispo, CA
93401. In order to guard against premature opening, the proposal should be clearly labeled
with the proposal title, specification number, name of proposer, and date and time of
proposal opening. No FAX submittals will be accepted.
3. Insurance Certificate. Each proposal must include a certificate of insurance showing:
a. The insurance carrier and its A.M. Best rating.
b. Scope of coverage and limits.
c. Deductibles and self-insured retention.
The purpose of this submittal is to generally assess the adequacy of the proposer’s insurance
coverage during proposal evaluation; as discussed under paragraph 13 below, endorsements
are not required until contract award. The City’s Insurance Requirements are detailed in
Section E of this RFP package.
4. Submittal of References. Each proposer shall submit a statement of qualifications and
references on the form provided in the RFP package.
5. Statement of Contract Disqualifications. Each proposer shall submit a statement regarding
any past governmental agency proposing or contract disqualifications on the form provided
in Section F of this RFP package.
6. Proposal Withdrawal and Opening. A Consultant may withdraw its proposal, without
prejudice prior to the time specified for the proposal opening, by submitting a written request
to the City Engineer for its withdrawal, in which event the proposal will be returned to the
proposer unopened. No proposal received after the time specified or at any place other than
that stated in the "Notice Inviting Proposals/Requesting Proposals" will be considered. All
proposals will be opened and declared publicly. Consultants or their representatives are
invited to be present at the opening of the proposals.
7. Submittal of One Proposal Only. No individual or business entity of any kind shall be
allowed to make or file, or to be interested in more than one proposal, except an alternative
proposal when specifically requested; however, an individual or business entity that has
submitted a sub-proposal to a Consultant submitting a proposal, or who has quoted prices on
materials to such proposer, is not thereby disqualified from submitting a sub-proposal or
from quoting prices to other Consultant’s submitting proposals.
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Specification No. 91214
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8. Communication. All timely requests for information submitted in writing (via e-mail to
jmetz@slocity.org) will receive a written response from the City. Telephone communication
with City staff is not encouraged. However, any such oral communication shall not be
binding on the City.
9. Alternative Proposals. The proposer may submit an alternative proposal that it believes will
also meet the City's project goals but in a different way. In this case, the proposer must
provide an analysis of the advantages and disadvantages of each of the alternatives, and
discuss under what circumstances the City would prefer one alternative to the other(s). If an
alternative proposal is submitted, the maximum length of the proposal may be expanded
proportionately by the number of alternatives submitted.
B2. CONTRACT AWARD & EXECUTION
10. Proposal Retention and Award. The City reserves the right to retain all proposals for a
period of 60 days for examination and comparison. The City also reserves the right to waive
non-substantial irregularities in any proposal, to reject any or all proposals, to reject or delete
one part of a proposal and accept the other, except to the extent that proposals are qualified
by specific limitations. See Section C of these specifications for Proposal Evaluation and
Contract Award criteria.
11. Competency and Responsibility of Consultant. The City reserves full discretion to
determine the competence and responsibility, professionally and/or financially, of
consultants. Consultants will provide, in a timely manner, all information that the City deems
necessary to make such a decision.
12. Contract Requirement. The Consultant to whom award is made shall execute a written
contract with the City within ten (10) calendar days after notice of the award has been sent by
mail to it at the address given in its proposal. The contract shall be made in the form adopted
by the City and incorporated in these specifications.
13. Insurance Requirements. The Consultant shall provide proof of insurance in the form,
coverages and amounts specified in Section E of these specifications within 10 (ten) calendar
days after notice of contract award as a precondition to contract execution.
14. Business License and Tax. The Consultant must have a valid City of San Luis Obispo
business license and tax certificate before contract execution. Additional information
regarding this requirement may be obtained by calling (805)781-7134.
15. Failure to Accept Contract. The following will occur if the Consultant to whom the award
is made fails to enter into the contract: the award will be annulled; any bid security will be
forfeited in accordance with the special terms and conditions if a Consultant’s bond or
security is required; and an award may be made to the next highest ranked consultant with
whom a responsible compensation is negotiated, who shall fulfill every stipulation as if it
were the party to whom the first award was made.
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City of San Luis Obispo
Specification No. 91214
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Section C
PROPOSAL CONTENT & SELECTION PROCESS
C1. Proposal Content
Submittal Forms
a. Proposal submittal summary.
b. Certificate of Insurance.
c. References from at least three Agencies for whom you have provided similar professional
design services.
d. Statement of Past Disqualifications.
Qualifications
e. Name and qualifications of the Project Manager to be assigned to the project. Include the
Project Manager’s prior project experience that best illustrate his/her expertise to perform the
requested services.
f. Identify and provide the qualifications of Key Personnel (both prime and subconsultants)
proposed to work on this project. Include expected project assignments, the extent of their
project participation and the relevance of their prior experience to this project.
g. Experience of your firm in performing similar lift station design services.
h. Provide an organizational chart illustrating the relationship between the Project Manager and
Key Personnel. Identify subconsultants and subcontractors in the organizational chart by firm
name.
i. Standard hourly billing rates for the assigned staff, including any sub-consultants.
j. Statement and explanation of any instances where your firm has been removed from a project
or disqualified from proposing on a project.
Work Program
k. Description of your approach to working with City staff to achieve their goal of completing
the lift station replacement work within the schedule.
l. Tentative schedule by phase and task for completing the work.
m. Estimated hours for your staff in performing each phase of the work, including any sub-
consultants.
n. Services or data to be provided by the City beyond what is expressed here.
o. Any other information that would assist us in making this contract award decision.
Compensation
p. Proposed compensation and payment schedule tied to accomplishing key tasks. All cost
information shall be provided in a separate sealed envelope accompanying the proposal.
Proposal Length and Copies
q. Proposals should be double sided and not exceed 100 total pages (50 double-sided pages),
including attachments and supplemental materials.
r. Seven copies of the proposal and one electronic copy on a compact disk must be submitted.
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C2. Proposal Evaluation & Selection
Proposals will be evaluated by a seven-member review committee composed of Utilities
Department and Public Works staff based on the following criteria:
a. Understanding of the work required by the City.
b. Proposed approach in completing the work.
c. Quality, clarity and responsiveness of the proposal.
d. Recent experience in successfully performing similar lift station design
services.
e. Background and related experience of the Project Manager and Key Personnel
to be assigned to this project.
f. Demonstrated competence and professional qualifications necessary for
successfully performing the work required by the City.
g. References.
h. Proposed compensation.
As reflected above, contract award will be based on a combination of factors as determined to be
in the best interest of the City and will not be based solely on price. After evaluating the
proposals and discussing them further with the finalists or the tentatively selected Consultant, the
City reserves the right to further negotiate the proposed work scope and/or method and amount
of compensation.
The following is the anticipated schedule for key dates associated with the project. The
Consultant team should be aware of these dates, beginning with the finalist interviews, and have
the ability to allocate adequate resources to meet the City’s schedule for completing the project.
a. Issue Request for Proposals November 20, 2013
b. Mandatory Pre-Proposal Meeting Wednesday, December 4, 2013
c. Receive proposals Thursday, December 19, 2013
d. City staff to complete proposal evaluation Week of December 30, 2013
e. Conduct finalist interviews Week of January 6, 2014
f. Finalize staff recommendation Friday, January 13, 2014
g. Award and execute contract Week of January 20, 2014
h. Start work Week of February 3, 2014
i. Complete Design Services December, 2014
j. Margarita Lift Station Replacement
Advertised for Construction
January 2015
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Section D
FORM OF AGREEMENT
AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on [day, date, year]
by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as
City, and [CONSULTANT’S NAME IN CAPITAL LETTERS], hereinafter referred to as Consultant.
W I T N E S S E T H
WHEREAS, on November 20, 2013 City requested proposals for the Margarita and Foothill
Lift Station Replacement project per Specification No. 91214.
WHEREAS, pursuant to said request, Consultant submitted a proposal that was accepted by City
for said services.
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 acceptance or completion of said services.
2. Start and Completion of Work. Work on this project shall begin within five calendar days after
contract execution. Individual projects shall be completed in accordance with approved project
schedules.
3. Work Delays. Should the Consultant 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 programs, then the time of completion
may, at the City's sole option, be extended for such periods as may be agreed upon by the City and the
Consultant. 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.
4. Termination. If, during the term of the contract, the City determines that the Consultant is not
faithfully abiding by any term or condition contained herein, or the Consultant’s work is determined
to be deficient, the City may notify the Consultant in writing of such defect or failure to perform. This
notice will give the Consultant a ten calendar day notice of time thereafter in which to perform said
work or cure the deficiency.
If the Consultant 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 Consultant to said effect. Thereafter, neither party shall have any
further duties, obligations, responsibilities, or rights under the contract except, however, any and all
obligations of the Consultant's surety shall remain in full force and effect, and shall not be
extinguished, reduced, or in any manner waived by the termination thereof.
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In said event, the Consultant shall be entitled to the reasonable value of its services performed from
the beginning date in which the breach occurs up to the day it received the City's Notice of
Termination, minus any offset from such payment representing the City's damages from such breach.
"Reasonable value" includes fees or charges for goods or services as of the last milestone or task
satisfactorily delivered or completed by the Consultant as may be set forth in the Agreement payment
schedule; compensation for any other work, services or goods performed or provided by the
Consultant shall be based solely on the City's assessment of the value of the work-in-progress in
completing the overall workscope.
The City reserves the right to delay any such payment until completion or confirmed abandonment of
the project, as may be determined in the City's sole discretion, so as to permit a full and complete
accounting of costs. In no event, however, shall the Consultant be entitled to receive in excess of the
compensation quoted in its proposal.
If, at any time during the term of the contract, the City determines that the proposed work is not
feasible due to funding shortages or unforeseen circumstances, the City reserves the right to terminate
the contract. Consultant will be paid compensation due and payable to the date of termination.
5. Ability to Perform. The Consultant 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 any and all applicable federal, state, county, city, and special
district laws, ordinances, and regulations.
6. Sub-contract Provisions. No portion of the work pertinent to this contract shall be subcontracted
without written authorization by the City, except that which is expressly identified in the Consultant’s
proposal. Any substitution of sub-consultants must be approved in writing by the City. For any sub-
contract for services in excess of $25,000, the subcontract shall contain all provisions of this
agreement.
7. Contract Assignment. The Consultant 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.
8. Inspection. The Consultant shall furnish City with every reasonable opportunity for City to ascertain
that the services of the Consultant are being performed in accordance with the requirements and
intentions of this contract. All work done and all materials furnished, if any, shall be subject to the
City's inspection and approval. The inspection of such work shall not relieve Consultant of any of its
obligations to fulfill its contract requirements.
9. Record Retention and Audit. For the purpose of determining compliance with various laws and
regulations as well as performance of the contract, the Consultant and sub-consultants shall maintain
all books, documents, papers, accounting records and other evidence pertaining to the performance of
the contract, including but not limited to the cost of administering the contract. Materials shall be
made available at their respective offices at all reasonable times during the contract period and for
three years from the date of final payment under the contract. Authorized representatives of the City
shall have the option of inspecting and/or auditing all records. For Federally funded projects, access
to records shall also include authorized representatives of the State and Federal government. Copies
shall be furnished if requested.
10. Conflict of Interest. The Consultant shall disclose any financial, business, or other relationship with
the City that may have an impact upon the outcome of this contract, or any ensuing City construction
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project. The Consultant shall also list current clients who may have a financial interest in the outcome
of this contract, or any ensuing City construction project which will follow.
The Consultant 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 Consultant further covenants that, in the performance of this work, no sub-consultant
or person having such an interest shall be employed. The Consultant 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 Consultant shall at all
times be deemed an independent Consultant and not an agent or employee of the City.
11. Rebates, Kickbacks or Other Unlawful Consideration. The Consultant warrants that this contract
was not obtained or secured through rebates, kickbacks or other unlawful consideration, either
promised or paid to any City employee. For breach or violation of the warranty, the City shall have
the right in its discretion; to terminate the contract without liability; to pay only for the value of the
work actually performed; to deduct from the contract price; or otherwise recover the full amount of
such rebate, kickback or other unlawful consideration.
12. Covenant Against Contingent Fees. The Consultant warrants by execution of this contract that no
person or selling agency has been employed, or retained, to solicit or secure this contract upon an
agreement or understanding, for a commission, percentage, brokerage, or contingent fee, excepting
bona fide employees or bona fide established commercial or selling agencies maintained by the
Consultant for the purpose of securing business. For breach or violation of this warranty, the City has
the right to annul this contract without liability; pay only for the value of the work actually
performed, or in its discretion, to deduct from the contract price or consideration, or otherwise
recover the full amount of such commission, percentage, brokerage, or contingent fee.
13. Compliance with Laws and Wage Rates. The Consultant 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. This includes
compliance with prevailing wage rates and their payment in accordance with California Labor Code.
For purposed of this paragraph, “construction” includes work performed during the design and
preconstruction phases of construction, including but not limited to, inspection and land surveying
work.
14. Payment of Taxes. The contract prices shall include full compensation for all taxes that the
Consultant is required to pay.
15. Permits, Licenses and Filing Fees. The Consultant shall procure all permits and licenses, pay all
charges and fees, and file all notices as they pertain to the completion of the Consultant’s work. The
City will pay all application fees for permits required for the completion of the project including
building and regulatory permit application fees. Consultant will provide a 10 day notice for the City
to issue a check.
16. Safety Provisions. The Consultant shall conform to the rules and regulations pertaining to safety
established by OSHA and the California Division of Industrial Safety.
17. Public and Employee Safety. Whenever the Consultant's operations create a condition 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.
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18. Preservation of City Property. The Consultant shall provide and install suitable safeguards,
approved by the City, to protect City property from injury or damage. If City property is injured or
damaged resulting from the Consultant's operations, it shall be replaced or restored at the Consultant's
expense. The facilities shall be replaced or restored to a condition as good as when the Consultant
began work.
19. Immigration Act of 1986. The Consultant warrants on behalf of itself and all sub-consultants
engaged for the performance of this work that only persons authorized to work in the United States
pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be
employed in the performance of the work hereunder.
20. Consultant Non-Discrimination. In the award of subcontracts or in performance of this work, the
Consultant agrees that it will not engage in, nor permit such sub-consultants as it may employ, to
engage in discrimination in employment of persons on any basis prohibited by State or Federal law.
21. Accuracy of Specifications. The specifications for this project are believed by the City to be accurate
and to contain no affirmative misrepresentation or any concealment of fact. In preparing its proposal,
the Consultant and all sub-consultants named in its proposal shall bear sole responsibility for proposal
preparation errors resulting from any misstatements or omissions in the specifications that could
easily have been ascertained by examining either the project site or accurate test data in the City's
possession. Although the effect of ambiguities or defects in the specifications will be as determined
by law, any patent ambiguity or defect shall give rise to a duty of Consultant to inquire prior to
proposal submittal. Failure to so inquire shall cause any such ambiguity or defect to be construed
against the Consultant. An ambiguity or defect shall be considered patent if it is of such a nature that
the Consultant, assuming reasonable skill, ability and diligence on its part, knew or should have
known of the existence of the ambiguity or defect. Furthermore, failure of the Consultant or sub-
consultants to notify City in writing of specification defects or ambiguities prior to proposal submittal
shall waive any right to assert said defects or ambiguities subsequent to submittal of the proposal.
To the extent that these specifications constitute performance specifications, the City shall not be
liable for costs incurred by the successful Consultant to achieve the project’s objective or standard
beyond the amounts provided therefor in the proposal.
In the event that, after awarding the contract, any dispute arises as a result of any actual or alleged
ambiguity or defect in the specifications, or any other matter whatsoever, Consultant shall
immediately notify the City in writing, and the Consultant and all sub-consultants shall continue to
perform, irrespective of whether or not the ambiguity or defect is major, material, minor or trivial,
and irrespective of whether or not a change order, time extension, or additional compensation has
been granted by City. Failure to provide the hereinbefore described written notice within one (1)
working day of Consultant's becoming aware of the facts giving rise to the dispute shall constitute a
waiver of the right to assert the causative role of the defect or ambiguity in the plans or specifications
concerning the dispute.
22. Indemnification for Professional Liability. To the fullest extent permitted by law, Consultant shall
indemnify, protect, defend and hold harmless City and any and all of its officials, employees and
agents (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs and
expenses, including attorney’s fees and costs which arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the Consultant.
23. Standards. Documents shall conform to City Standards and City furnished templates shall be used.
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24. Consultant Endorsement. Technical reports, plans and specifications shall be stamped and signed
by the Consultant where required.
25. Required Deliverable Products and Revisions. The Consultant will be required to provide
documents addressing all elements of the workscope. Plans shall be prepared using City’s
standardized title blocks and coversheets. Draft plans may be submitted for review using either the
full D (24x36) format or a reduced 11x17 format. Consultant shall ensure that drawings and notes are
clearly legible if using the reduced format. Specifications and bid documents shall conform to
standard City formats unless authorized. The City’s current Standard Specifications and Engineering
Standards must be incorporated where applicable.
City staff will review any documents or materials provided by the Consultant and, where necessary,
the Consultant will respond to staff comments and make such changes as deemed appropriate.
Submittals shall include the previous marked up submittal (returned to the Consultant) to assist in the
second review. Changes shall be made as requested or a notation made as to why the change is not
appropriate.
7 copies of the draft preliminary reports, technical studies and 50% plans and estimate
1 copy of the final preliminary reports, technical studies plus markups
7 copies of the 90% plans, specifications and estimate plus 50% markups
1 copy of the 100% plans, specifications and estimate plus 90% markups
1 copy of the final plans, specifications and estimates plus 100% markups
Draft reports and plan submittals shall be submitted as paper copies.
Final documents shall be submitted as camera-ready original, unbound, each page printed on only one
side, including any original graphics in place and scaled to size, ready for reproduction AND one
electronic copy submitted in Adobe Acrobat format including all original stamps and signatures
In the event the City will be compiling the final specifications, incorporating the Consultant’s work,
the final specifications will also be required to be submitted in Microsoft Word format.
In the event the City will be completing the Record Drawings, the final plans will also be required to
be submitted in AutoCAD
Electronic files shall be submitted on CD and all files must be compatible with the Microsoft
operating system. Each CD must be clearly labeled and have a printed copy of the directory. Files
may be emailed to the City in lieu of putting them on CD.
26. Ownership of Materials. Upon completion of all work under this contract, ownership and title to all
reports, documents, plans, specifications, and estimates produced as part of this contract will
automatically be vested in the city and no further agreement will be necessary to transfer ownership
to the City. The Consultant shall furnish the City all necessary copies of data needed to complete the
review and approval process.
It is understood and agreed that all calculations, drawings and specifications, whether in hard copy or
machine readable form, are intended for one-time use in the construction of the project for which this
contract has been entered into.
The Consultant is not liable for claims, liabilities, or losses arising out of, or connected with the
modification, or misuse by the City of the machine-readable information and data provided by the
Consultant under this agreement. Further, the Consultant is not liable for claims, liabilities, or losses
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arising out of, or connected with any use by City of the project documentation on other projects,
except such use as may be authorized in writing by the Consultant.
27. Release of Reports and Information. Any reports, information, data, or other material given to,
prepared by or assembled by the Consultant as part of the work or services under these specifications
shall be the property of City and shall not be made available to any individual or organization by the
Consultant without the prior written approval of the City.
The Consultant shall not issue any news release or public relations item of any nature, whatsoever,
regarding work performed or to be performed under this contract without prior review of the contents
thereof by the City and receipt of the City’s written permission.
28. Copies of Reports and Information. If the City requests additional copies of reports, drawings,
specifications, or any other material in addition to what the Consultant is required to furnish in limited
quantities as part of the work or services under these specifications, the Consultant shall provide such
additional copies as are requested, and City shall compensate the Consultant for the costs of
duplicating of such copies at the Consultant's direct expense.
29. Attendance at Meetings and Hearings. Consultant shall attend as many "working" meetings with
staff as necessary to accomplish the workscope tasks. Consultant shall attend workshops with the
public, and City commission, committee or Council meetings as identified in the individual project
scoping.
30. Permit and Filing Fees. Unless noted here, the Consultant shall procure all permits, and licenses, pay
all charges and fees and file all notices necessary as they pertain to the completion of the Consultant’s
work. The City will pay all application fees for permits required for the completion of the project
work. The City requires a 10 day notice to issue a check.
31. Consultant Invoices. The Consultant shall deliver a monthly invoice to the City, itemized by project
title. Invoice must include a breakdown of hours billed and miscellaneous charges and any sub-
consultant invoices, similarly broken down, as supporting detail.
32. Payment. For providing services as specified in this Agreement, City will pay and Consultant shall
receive therefore compensation in a total sum not to exceed $ . Should the Consultant’s
designs, drawings or specifications contain errors or deficiencies, the Consultant shall be required to
correct them at no increase in cost to the City.
Progress payments shall be made on a monthly basis as invoiced by the Consultant for expenses
incurred with cumulative monthly payments not to exceed:
$ X (85%) Prior to submittal of 50% documents; and
$ X (95%) Prior to submittal of final documents; and
$ X (100%) Prior to completion of construction or as noted below
The five percent (5%) retention until completion of construction shall be released upon completion of
design if the City fails to authorize the advertising for construction within two months following the
acceptance of a complete final submittal by the Consultant.
For on-call services, the City will pay and the Consultant shall receive compensation as agreed to on a
project by project basis.
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The Consultant shall be reimbursed for hours worked at the hourly rates attached to this agreement.
Hourly rates include direct salary costs, employee benefits, overhead and fee. In addition, the
Consultant shall be reimbursed for direct costs other than salary and vehicle cost that have been
identified and are attached to this agreement. The Consultant’s personnel shall be reimbursed for per
diem expenses at a rate not to exceed that currently authorized for State employees under State
Department of Personnel Administration rules.
33. Payment Terms. The City's payment terms are 30 days from the receipt of an original invoice and
acceptance by the City of the materials, supplies, equipment or services provided by the Consultant
(Net 30). The Consultant shall pay all sub-consultants within 10 calendar days from receipt of each
payment made to the Consultant by the City.
34. Resolution of Disputes. Any dispute, other than audit, concerning a question of fact arising under
this contract that is not disposed of by agreement shall be decided by a committee consisting of the
City’s Project Manager and the City Director of Public Works, who may consider written or verbal
information submitted by the Consultant. Not later than thirty days after completion of all
deliverables necessary to complete the plans, specifications and estimate, the Consultant may request
review by the City Council of unresolved claims or disputes, other than audit, in accordance with
Chapter 1.20 Appeals Procedure of the Municipal Code.
Any dispute concerning a question of fact arising under an audit of this contract that is not disposed
of by agreement, shall be reviewed by the City’s Chief Fiscal Officer. Not later than 30 days after
issuance of the final audit report, the Consultant may request a review by the City’s Chief Fiscal
Officer of unresolved audit issues. The request for review must be submitted in writing.
Neither the pendency of a dispute, nor its consideration by the City will excuse the consultant from
full and timely performance in accordance with the terms of this contract.
35. Agreement Parties.
City: Carrie Mattingly, Director
City of San Luis Obispo
879 Morro Street
San Luis Obispo, CA 93401
Consultant:
All written notices to the parties hereto shall be sent by United States mail, postage prepaid by
registered or certified mail addressed as shown above.
36. Incorporation by Reference. City Request for Proposal Specification No. 91214 and Consultant's
proposal dated , 2013, are hereby incorporated in and made a part of this Agreement.
37. 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 City Engineer.
38. Working Out of Scope. If, at any time during the project, the consultant is directed to do work by
persons other than the City Project Manager and the Consultant believes that the work is outside of
the scope of the original contract, the Consultant shall inform the Project Manager immediately. If the
Project Manager and Consultant both agree that the work is outside of the project scope and is
necessary to the successful completion of the project, then a fee will be established for such work
based on Consultant's hourly billing rates or a lump sum price agreed upon between the City and the
Consultant. Any extra work performed by Consultant without prior written approval from the City
Project Manager shall be at Consultant's own expense.
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39. 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. For and in consideration of the payments and agreements hereinbefore
mentioned to be made and performed by City, Consultant agrees with City to do everything required
by this Agreement, the said specification and incorporated documents. Failure by the Consultant to
carry out the requirements of this Agreement is a material breach of this agreement which may result
in the termination of this Agreement or such other remedy as the City deems appropriate.
Authority to Execute Agreement. Both City and Consultant 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:
Katie Lichtig, City Manager
APPROVED AS TO FORM: CONSULTANT:
Christine Dietrick, City Attorney By:
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Section E
INSURANCE REQUIREMENTS: Consultant Services
The Contractor shall procure and maintain for the duration of the contract insurance against claims for
injuries to persons or damages to property which may arise from or in connection with the performance of
the work hereunder by the Contractor, its agents, representatives, employees, or subcontractors.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1
(any auto).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability
Insurance.
4. Errors and Omissions Liability insurance as appropriate to the consultant's profession.
Minimum Limits of Insurance. Contractor shall maintain limits no less than:
1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage.
If Commercial General Liability or other form with a general aggregate limit is used, either the
general aggregate limit shall apply separately to this project/location or the general aggregate limit
shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.
4. Errors and Omissions Liability: $1,000,000 per occurrence.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to
and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such
deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers;
or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be
endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as
respects: liability arising out of activities performed by or on behalf of the Contractor; products and
completed operations of the Contractor; premises owned, occupied or used by the Contractor; or
automobiles owned, leased, hired or borrowed by the Contractor. The coverage shall contain no
special limitations on the scope of protection afforded to the City, its officers, official, employees,
agents or volunteers.
2. For any claims related to this project, the Contractor's insurance coverage shall be primary insurance
as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-
insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be
excess of the Contractor's insurance and shall not contribute with it.
3. The Contractor'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.
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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. Contractor 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.
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Section F
PROPOSAL SUBMITTAL FORMS
F1. ACKNOWLEDGEMENT
The undersigned declares that she or he has carefully examined Specification No. 91214, 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:
DESCRIPTION COST
Margarita Lift
Station
Replacement
Foothill Lift
Station
Replacement
TASK 1: Project Meetings and Coordination $
TASK 2: Feasibility Analysis $
TASK 3: Easement Acquisition $
TASK 4: Survey/Right of Way, Geotechnical
Investigation, and Potholing $
TASK 5: Preliminary Design Report $
TASK 6: Construction Documents and Specifications $
TASK 7: Permitting and Environmental Review $
TASK 8: Construction Phase Support and Preparation of
Record Drawings $
SUBTOTAL $
TOTAL
NOTE: Cost information shall be provided in a separate sealed envelope accompanying the proposal.
Firm Name and Address
Contact Phone
Signature of Authorized Representative
Date
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City of San Luis Obispo
Specification No. 91214
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F2. INSURANCE CERTIFICATE
Certificate of insurance attached
__________________ Insurance Company’s A.M. Best Rating
F3. REFERENCES
Number of years engaged in providing the services included within the scope of the specifications under
the present business name: .
Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the
services included with the scope of the specifications. Attach additional pages to provide references for
any subconsultants. The City reserves the right to contact each of the references listed for additional
information regarding your firm's and any subconsultant’s qualifications.
Reference No. 1
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
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City of San Luis Obispo
Specification No. 91214
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Reference No. 2
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
Reference No. 3
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
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City of San Luis Obispo
Specification No. 91214
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F4. STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it,
has ever been disqualified, removed, or otherwise prevented from proposal on, or completing a federal,
state, or local government project because of the violation of law, a safety regulation, or for any other
reason, including but not limited to financial difficulties, project delays, or disputes regarding work or
product quality, and if so to explain the circumstances.
Do you have any disqualification as described in the above paragraph to declare?
Yes No
If yes, explain the circumstances.
Executed on at _______________________________________ under penalty
of perjury of the laws of the State of California, that the foregoing is true and correct.
______________________________________
Signature of Authorized Proposer Representative
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City of San Luis Obispo
Specification No. 91214
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PROPOSERS LIST
Margarita and Foothill Lift Station Replacements Lift Station Replacement
Specification No. 91214
Jeffrey Szytel
Water Systems Consulting, Inc.
P.O. Box 4255
San Luis Obispo, CA 93403
Kirk Gonzalez
AECOM
1194 Pacific Street; Suite 204
San Luis Obispo , CA 93401
Steve Tanaka
Wallace Group
612 Clarion Court, Suite B-5
San Luis Obispo, California 93401
Amando Garza
Cannon
1050 Southwood Drive
San Luis Obispo, CA 93401
Gino Fillipin
Filippin Engineering
P.O. Box 1555
Santa Ynez, CA 93460-1555
Jon Hanlon
Michael K. Nunley & Associates, Inc.
PO Box 1604
Arroyo Grande, CA 93421
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