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2007/10/09 City Council Resolution 2007-169RESOLUTION NO. 2007-169 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ROHNERT PARK AUTHORIZING AND APPROVING A MASTER AGREEMENT WITH COASTLAND CIVIL ENGINEERING FOR ON -CALL CONSTRUCTION MANAGEMENT AND ENGINEERING DESIGN SERVICES WHEREAS, the City desires to obtain on -call construction management and engineering design services; and WHEREAS, Coastland Civil Engineering submitftd a proposal indicating they have the experience and expertise to provide said services, end WHEREAS, Coastland Civil Engineering provides sim�Rar services to the City for building plan, engineering map and plan checking and inspection services. NOW THEREFORE BE IT RESOLVED by the City Couneil of the City of Rohnert Park that: 1. The Master Agreement by and between Coastland Civil Engineering and the City of Rohnert Park for ongoing on -call construction management and engineering design services is hereby approved. 2. The City Manager is hereby authorized and directed to execute this agreement in substantially similar form to the attached agreement for and on behalf of the City of Rohnert Park. 3. The City Engineer /Director of Public Works is authorized to manage said agreement on behalf of the City. DULY AND REGULARLY ADOPTED this 9"' day of October, 2007. A' MI. � r/4' IMI'mme - ms Clerk CITY OF ROHNERT PARK Mayor BREEZE: AYE MACKENZIE: ABSENT SMITH: AYE STAFFORD: AYE VIDAK- MARTINEZ: AYE AYES: (4) NOES: (0) ABSENT: (1) ABSTAIN: (0) i MASTER AGREEMENT FOR SERVICES This Agreement is made and entered into on this date, , 2007, by and between the City of Rohnert Park, hereinafter referred to as the "City," and Coastland Civil Engineering, Inc., hereinafter referred to as the "Consultant." WHEREAS, the City requires construction management and design services on an as= needed basis; and WHEREAS, the Consultant is qualified and experienced to provide such services. NOW, THEREFORE, said City and said Consultant for the considerations hereinafter set forth, mutually agree as follows: 1. SCOPE OF WORK. Consultant shall perform those services described as Tasks in the Scope of Work and Schedule of Performance attached as Exhibit "A" within the time frames stated therein. 2. COORDINATION. Consultant shall assign Scott Reynolds to personally participate in said design projects and to coordinate the activities of the Consultant. Consultant shall assign Paul Klassen to personally participate in said construction management projects and to coordinate the activities, of the Consultant. 3. COMPENSATION. A. City shall pay Consultant as compensation in full for such services and expenses at the rates set forth in the Standard Hourly Rates and Charges attached as Exhibit "B ", which may be updated annually as provided for in Section 4 "TERM". Progress payments will. be tied to completion of tasks so all payments are proportional to the work completed. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment. B. Consultant shall submit itemized monthly statements for work performed. City shall make any payment due within .thirty (30) days after approval of the invoice by City. Payment will be made in full for general municipal engineering and development review services. C. Payments due and payable to Consultant for current services are within the current budget and within an available, unexhausted and unencumbered appropriation of the City. In the event the City has not appropriated sufficient funds for payment of Consultant services beyond the current fiscal year, this Agreement shall cover only those costs incurred up to the conclusion of the current fiscal year; payment for additional work is conditional upon future City appropriation. 843801v4 80078/0012 JH- S:05 -g 4. TERM. The term of this Agreement shall be from the date of its execution until June 30, 2012 unless terminated earlier as provided herein. 5. NOTICES. All notices, bills, and payments shall be made in writing and may be given by personal delivery or by mail. Notices, bills and payments sent by mail should be addressed as follows: TO CITY: CITY ENGINEER CITY OF ROHNERT PARK 6750 COMMERCE BLVD. ROHNERT PARK, CA 94928 TO CONSULTANT: COASTLAND CIVIL ENGINEERING 1400 NEOTOMAS AVENUE SANTA ROSA, CA 95405 ATTENTION: SCOTT REYNOLDS and when so addressed, shall be deemed given upon deposit in the United States mail, postage prepaid. In all other instances, notices, bills and payments shall be deemed given at the time of actual delivery. Changes may be made in the names and addresses of the person to whom notices, bills and payments are to be given by giving notice pursuant to this Paragraph. 6. AMENDMENT OF SCOPE OF WORK. City shall have the right to amend the Scope of Work within the Agreement by written notification to the Consultant. In such event, the compensation and time of performance shall be subject to renegotiation upon written demand of either party to the Agreement. Failure of the Consultant to secure City's written authorization for extra or changed work shall constitute a waiver of any and all right to adjustment in the contract price or time due, whether by way of compensation, restitution, quantum meruit, etc. for work done without the appropriate City authorization. 7. CITY'S RIGHT TO TERMINATE /SUSPEND CONTRACT. At any time and for any or no reason, City shall have the right to terminate this Agreement, take possession of the Consultant's work, e.g., studies, preliminary drawings, computations, specifications, etc., insofar as they are complete and acceptable to the City, and pay the Consultant such equitable proportion of the total remuneration as the work satisfactorily done by the Consultant at the time of such discontinuance bears to the whole of the work required to be done by the Consultant under the terms of this Agreement. 8. CORRECTION OF WORK. The performance of services or acceptance of information furnished by Consultant shall not relieve the Consultant from obligation to correct any defective, inaccurate or incomplete work subsequently discovered and all such work shall be remedied by the Consultant on demand without cost to the City. 9. DELAYS AND EXTENSIONS. The Consultant will be granted time extensions for delays beyond the Consultant's control. Time extensions will be equal to the length of the delay or as otherwise agreed upon between the Consultant and the City. In such event, compensation as set forth in the Scope of Work shall be subject to renegotiation upon written demand of either party to the Agreement. 2 843801 v4 80078/0012 JH- S:05 -g 10. RECORDS OF PERFORMANCE. Consultant shall maintain any ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law make these records available for inspection, audit, and copying by the City. All data, documents, discussions, or other information developed or received by or for Consultant in performance of this Agreement are confidential and not be disclosed to any person except as authorized by City or as required by law. 11. SUBCONTRACTING. None of the services covered by this contract shall be subcontracted without the prior written consent of the City. In accordance with Government Code Section 7550, Consultant agrees to state in a separate section of any filed report the numbers and dollars amounts of all contracts and subcontracts relaxing to preparation of the report. 12. ASSIGNMENT. The Agreement shall not be assigned by the Consultant in whole or in part, without the written consent of the City. 13. INDEMNIFICATION. To the full extent permitted by law, Consultant shall indemnify, hold Harmless; release and defend City, its officers, employees and agents from and against any and,- all actions, claims; demands, damages, disability, losses, expenses including attorney's fees and other defense costs and liabilities of any nature that may be asserted by any person or entity including Consultant, in whole or in part, arising out of Consultant's activities hereunder, including the activities of other persons employed or utilized by Consultant in the performance of this Agreement (including design defects and regardless of City's approval, use or acceptance of the work or work product hereunder) excepting liabilities due to the active negligence or willful misconduct of City. This indemnification obligation is not limited in any way by any limitation on the amount or type of damages or compensation payable by or for Consultant under Worker's . Compensation, disability or other employee benefit acts or the terms, applicability or limitations of any insurance held or provided by Consultant and shall continue to bind the parties after termination/completion of this Agreement. 14. . INSURANCE. Without limiting consultant's indemnification provided herein, Consultant shall comply with the requirements set forth in Exhibit C to this Agreement. 15. STANDARD OF CARE. City relies upon the professional ability of Consultant as a material inducement to entering into this Agreement. Consultant agrees to use reasonable care and diligence in its profession in rendering services under this Agreement. Consultant agrees that the acceptance of his work by City shall not operate as a waiver or release of said obligation of Consultant. The absence, omission, or failure to include in this Agreement, items which are normally considered to be a part of generally accepted professional procedure or which involve professional judgment shall not be used as a basis for submission of inadequate work or incomplete performance. 16. LITIGATION SUPPORT. Consultant agrees to testify at City's request if litigation is . brought against City in connection with Consultant's report. Unless the action is brought by Consultant or is based upon Consultant's negligence, City will compensate Consultant for the preparation and testimony at Consultant's standard hourly rates, if requested by City and not part of the litigation brought by City against Consultant. . 3 843801v4 80078/0012 JH- S:05 -g 17. COVENANT AGAINST CONTINGENT FEES. The Consultant warrants that he has not employed or retained any company or person, other than a bona fide employee working for the Consultant, to solicit or secure this Agreement; and that he has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration, contingent upon or resulting from the award or making this Agreement. For breach or violation of this warranty, the City shall have the right to annul this Agreement without liability, or, in its discretion to deduct from the Agreement price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. 18. CONFLICT OF INTEREST. Consultant (including principals, associates, and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this contract or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant's services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement. 19. STATEMENT OF ECONOMIC INTEREST. If City determines Consultant comes within the definition of Consultant under the Political Reform Act (Government Code §87100), Consultant shall complete and file and shall require any other person doing work under this Agreement to complete and file a "Statement of Economic Interest" with the Clerk of the City of Rohnert Park disclosing Consultant and/or such other person's financial interests. 20. MERGER. This Agreement shall constitute the entire Agreement between the parties and shall supersede any previous agreements, whether verbal or written, concerning the same subject matter. No modification of this Agreement shall be effective unless and until evidence by a writing is signed by both parties. 21. DEFAULT. If Consultant should fail to- perform any of his obligations hereunder, within the time and in the manner herein provided or otherwise violate any of the terms of this Agreement, City may terminate this Agreement by giving Consultant written notice of such termination, stating the reason for such termination. In such event, Consultant shall be entitled to receive as full payment for all services satisfactorily rendered and expenses incurred hereunder, an amount which bears the same ratio to the total fees specified in the agreement as the services satisfactorily rendered hereunder by Consultant bear to the total services otherwise required to be performed for such total fee; provided, however, that the City shall deduct from such amount the amount of damage, if any, sustained by City by virtue of the breach of the Agreement by Consultant. 22. NO WAIVER OF BREACH; TIME. The waiver, by City of any breach of any term or promise contained in this Agreement shall not be deemed to be a waiver of such term or provision or any subsequent breach of the same or any other term or promise contained in this Agreement. Time is of the essence in carrying out the duties hereunder._ 23. THIRD PARTY BENEFICIARIES. Nothing contained in this Agreement shall be construed to create and the parties do not intend to create any rights in third parties. 4 8438010 80078/0012 JH- S:05 -g 24. ATTORNEY FEES, APPLICABLE LAW AND FORUM. In the event either parry brings an action or proceeding for damages arising out of the other's performance under this Agreement or to establish the right or remedy of either party, the prevailing party shall be entitled to recover reasonable attorney fees and costs as part of such action or proceeding, whether or not such action or proceeding is prosecuted to judgment. This Agreement shall be construed and interpreted according to California law, and any action to enforce the terms of this Agreement or for the breach thereof shall be brought and tried in the County of Sonoma. 25. INDEPENDENT . CONTRACTOR. The parties intend that Consultant, in performing the services specified herein, shall act as an independent contractor and shall have control of the work and the manner in which it is performed. Consultant is not to be considered an agent or employee of the City and is not entitled to participate in any pension plan, insurance, bonus or similar benefits City provides its employees. In the event City exercises its right to terminate this Agreement, Consultant expressly agrees that he /she shall have no recourse nor right of appeal under rules, regulations, ordinances or laws applicable to employees. 26. TAXES. Consultant agrees to file tax returns and pay all applicable taxes on amounts paid pursuant to this Agreement and shall be solely liable and responsible to pay such taxes and other obligations, including, but not limited to, state and federal income and FICA taxes. Consultant agrees to indemnify and hold the City harmless from any liability which it may incur to the United States for to the State of California as a consequence of Consultant's failure to pay, when due, all such taxes and obligations. 27. EMPLOYMENT PRACTICES. Consultant shall not discriminate in its performance under the Agreement either directly or indirectly on the grounds of race, color, religion, sex, age, national origin, or other prohibited grounds in its employment practices, and shall take affirmative steps to ensure that applicants are employed and employees are treated during employment without regard to race, color, religion, sex, age, national origin, or other prohibited grounds. 28. COMPLIANCE WITH LAW. Consultant shall comply with all applicable federal, state and local laws, rules and regulations affecting the Consultant and his/her work hereunder. Consultant represents and warrants to City that Consultant has all licenses, permits, qualifications and approvals of whatsoever nature which are legally required for Consultant to practice Consultant's profession and to do the work hereunder. Consultant represents and warrants to City. that Consultant shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals which are legally required for Consultant to practice his/her profession and do the work contemplated by this Agreement. 29. TITLE TO DOCUMENTS: Title to all plans, specifications, maps, estimates, reports, manuscripts, drawings, descriptions and other final work products compiled by the Consultant under the Agreement shall be vested in the City, none of which shall be used in any manner whatsoever, by any person, firm, corporation, or agency without the expressed written consent of the City. Basic survey notes and sketches, charts,, computations, and other data prepared or obtained under the Agreement shall be made available, upon request, to the City without restriction or limitations on their use. Consultant may retain copies of the above - described information but agrees not to disclose or discuss any information gathered, discussed or generated in any way through this Agreement without the written permission of City during the term of this Agreement or until ninety (90) days after receipt of final payment from City. 843801v4 80078/0012 7H -S:05-g 30. INTERPRETATION. Notwithstanding the fact that one or more provisions of this Agreement may have been drafted by one of the parties to this Agreement, such provisions shall be interpreted as though they were a product of a joint drafting effort and no provisions shall be interpreted against a party on the ground that said party was. solely or primarily responsible for drafting the language to be interpreted. 31. EXECUTION. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 32. AUTHORITY. Each individual executing this Agreement on behalf of one of the parties represents that he or she is duly authorized to sign and deliver the Agreement on behalf of such party and that this Agreement is binding on such party in accordance with its terms. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF ROHNERT PARK: CONSUL Name: Title: / By:_ (Date) Name: Title: Per Resolution No. 2007- adopted By: by the City Council on Name: '(70 Title: �a4 r ATTEST: City Clerk APPROVED AS TO FORM: City Attorney / -1 f7 Ve) -/7 7 (Date) 6 843801 v4 80078/00/2 JH- S:05 -g EXHIBIT , "A" SCOPE OF WORK AND SCHEDULE OF PERFORMANCE 7 843801v480078/0012 JH- S:05-g � A � v A EXHIBIT "A" - continued Even though each project is unique, the following provides a general Scope of Services to illustrate our approach to providing design services. After receiving a. RFP for a particular project, our design team will closely review the scope provided and, as part of our proposal, break it down into well defined tasks and subtasks. These tasks will illustrate our knowledge of the effort necessary to provide a comprehensive set of construction documents for the project. TASK 1 - MELTING WITH CITY STAFF We propose that a project design kickoff meeting be held with City representatives to ensure that the City's needs, interests and goals are taken into consideration prior to the beginning of design. At this time we will discuss project details, establish g P j _ < goals, review the project schedule and coordinate efforts. Once the project is started, we propose to have regular meetings with staff to assure the project proceeds as desired. TASK 2 - BACKGROUND INFORMATION In an effort to provide a comprehensive review of the background information, we propose to collect and review available background data relating to the project. in addition, we will take photographs and video the site, observe existing conditions and identify unusual or special conditions that could affect the design or construction. If additional studies, modeling or reports are necessary or otherwise requested by the City for facility sizing or locating they will be completed under this task. TASK 3 - COORDINATION wITH UTILITY COMPANIES To complete the background research and mapping needs we will notify and coordinate with all utility providers in the area to obtain mapping of their facilities. This will ensure that all existing facilities, both underground and overhead, are identified accurately during the design phase. This task will include writing letters to PG &E, SBC and Comcast informing them of the project and requesting their facility drawings. in an effort to accurately locate utilities on the design drawings, we will also request that they field locate their underground facilities. We will also request that the City mark out storm drain, sewer and water facilities. Under this task we will prepare submittal packages to each of the utility companies so they can verify the accuracy of their facilities and the need for relocation. COASTLAND CITY OF ROHNERT PARK Q Ii.';i,i PRO, OF 7 -,N( fN RING- MK -SIGN. AN I) TASK 4 — SURVEY & WGRT OF WAY A detailed topographic survey shall be prepared for the design drawings. The survey data, including right of way information, will follow City requirements. The exact detail of what is included in the surveys and right of way will be outlined in the project specific proposal under this task. Surveying and mapping may be provided by another consultant. TASK 5 — GEOTECIINICAL EXHIBIT "A" - continued f i s Under this task we will identify the need for geotechnical analysis including borings, trench structural section recommendations, bearing pressure data or shoring recommendations. Our team can evaluate records to determine the potential for soil contamination within the limits of the work. If contamination is found to exist, appropriate. safety and disposal plans can be prepared. TASK 6 — PRELIMINARY CONCEPT PLANS Under this task we will prepare preliminary concept plans for the project. All background mapping and research pertinent to the work will be included in the submittal. As part of the submittal, we will prepare preliminary technical specifications (outline of sections), including general and special provisions and an estimate of probable construction cost. Copies of the submittal package will be provided to the City. Once we are assigned a project, under this task we will identify the detail of work to be provided. Typically concept plans are 65 percent complete. All design will be in accordance with City guidelines. As part of this task we will coordinate and submit appropriate plans to necessary agencies for permitting purposes. We will coordinate and obtain necessary permits. Due to the potentially long permit lead times, this effort will begin early in project development. As part of this task we will meet with City staff to discuss and review their comments. COASTLAND CITY OF RORNERT PARK QLALI FICA 'i' O.NS TO I3R0�'fI}i �. \' {;.1��:L;i2i'tiC.; st?: iGN A11D C�( %ti;�7'Ri %C.TO:ti ��:iy:+,Gi• ;11�:;"tiT'. ��V >.'c:. "1.C>! 'ii;'::',li'r. TASK 7 — PUBLIC PARTICIPATION Similar to previous contracts we have completed for the City, we propose to assist the City with sending project notices to homeowners and businesses that will be affected by the work. Typically this will include three notices with the first notice informing them of the project. The second notice will inform them that bid documents are complete and the third notice will inform them that a contractor. has been selected and a preliminary construction schedule is available. We EXHIBIT "A" - continued Will work with the City to develop an appropriate mailing list and will attend public meetings as necessary. TASK S - 90% PS & E For the 90% submittal we will address all City and other agency comments received on the conceptual submittal. The 90% plans will include all specific details for the construction of the project. The submittal will include plans, technical specifications and a cost estimate. Once again we will meet with City staff to discuss and review their comments and the submittal provided to the required agencies for permitting purposes. TASK 9 - FINAL (100 %) PS & E For the Final (100 %) submittal we will address all comments. received on the 90% submittal. This submittal will include final bid documents as requested by the City. An updated engineer's estimate will accompany the final submittal. Final documents will be forwarded on to permitting agencies if required. TASK 10 — BID AND CONTRACT SUPPORT During the bidding process, we will answer any questions that may arise during bidding and will expeditiously prepare any addenda necessary to clarify the construction documents. Following the bid opening, we will assist the City with review of the bids and provide a recommendation of award. TASK 11- ENVIRONMENTAL We will work with City staff to prepare appropriate environmental documentation for the project. This task will be developed based on the specific needs of the particular project. COASTLAND CITY OF ROHNERT PARK 1.....<['li.. "ii4i;ti ii3(r+ilil C;ltvFiltifi DESIGN :'fi) I EXHIBIT "A" - continued D V_ N P SON To meet the impending needs of the City, we have assembled a strong, well- prepared and cohesive z team ready to serve the City_ We are offering a highly qualified design team capable of successfully completing a large range of challenging projects from the conceptual design stage through construction and final acceptance of improvements. Our team has been assembled to provide the City the best approach and the most appropriate qualifications for the City's upcoming projects. Team members have been selected for their demonstrated experience working for cities and counties with similar needs as the City of Rohnert Park, availability to respond to the City's needs with minimum notice, and expertise on roadway, parks, pathways, sewer, water, drainage and related projects. We will form a creative partnership with the City of Rohnert Park to produce successful projects responsive to the City's needs, while controlling costs and meeting the project schedule. j Relevant qualifications, education, and representative experience of our team's key personnel are contained on the following pages. Detailed resumes have been provided in Appendix A. Figure 1: Design Team Organizational Diagram #y Qf Rohner# Park Public Works Department Darrin Jenkins, PE_. City Engineer / Public works Director Principal-In- Charge and QA/QC Project Manager Scott Reynolds, PE Vice President Heidi Utterback, PE Supervising Engineer Project Design Design Engineers Karen Sullivan, PE Danielle DuGre, PE Allison Thomasson CAD Designers Joe Machado Jim Krautner COASTLAND CITY OF ROHNERT PARK Qt:.`s .i� V1'i(NS TO :CMr FNGfNEFRIN D SIG\ A I) . ii:\ ti' T< 2i': ��fi):'V's'Itiiti:�txksit•1I; \? f3oSili:i�it3it,i�: ??ilC`l� -ti ilo-,�R- ,;731 I BE a, wellp up Milk IND, fil'I'll I m: - - AN k " a El- (07, EXIRBTT "N'- continued i as CONS T1 RUCTION MANAGEMENT SCOPE OF SERVICES 3 In order to ensure successful delivery of a project, we will provide construction management and inspection with the methodology described in the following work tasks. Coastland will adapt or revise these tasks as required to meet the City's formats and standards. These methods have proven to be successful for us and we typically implement them as a company standard for our client's projects. To assist our construction management and inspection staff, Coastland uses the Expedition "Contract Control Software" by Primavera to create, store, organize and track project information and correspondence. Please note that the following task list is for capital projects and many tasks related to construction management would not be needed for private development projects, which will primarily be inspection services. TASK No. 1 - TEAM MEETING To start a project off. properly, we propose a kick-off meeting with the City, designer, and other team members to introduce our staff to City staff and to familiarize ourselves with the City's current policies and procedures. We will establish at the outset, the lines of authority and communication, responsibilities of team members, and requirements of other City Departments that may have jurisdiction. The goal of this effort is to make everyone involved with the project keenly aware of the City's organization, needs, expected business conduct, and most importantly, to provide a framework for rapid and effective communication and resolution of issues that will arise. We will formulate procedures after the kick -off meeting, and obtain additional input from the City to facilitate coordination between all the entities that will be involved with a given project. TASK No. 2 - PRE- CONSTRUCTION Our pre- construction services include logistics, coordination and conferences with the Contractor, City, and .other private and public entities that will be involved in the project. Prior to setting up the pre - construction conference, Coastland will review the contract documents for relevant discussion points, such as public safety, potential problems, changes, and miscellaneous issues. The conference will provide other affected entities the opportunity to convey their agendas and concerns. We will discuss project safety and establish a Public Relations program for notification and to address the Public's questions and concerns. The pre- construction services that Coastland typically provides are listed below. COASTLAND CITY OF ROHNERT PARK T R z NCNEdt JEltiNQUALILIC S P : ` CON STRUC T 10N 3Iet;:yAGF_r: 1 E N T NSi'c:CTIC)A' S E R V i C ES EXHIBIT "A" - continued ➢ Produce pre- construction. conference invitations, agenda items, and v-1 meeting minutes. Agenda item s will include lines of communication, public relations, safety, submittals, change procedures, payments, progress schedules, contract time, requests for information, and other applicable items. ➢ Take pre - construction digital photos and video of the project site and adjacent properties. ➢ Familiarize staff with any right -of -way or right of entry issues and secure copies of any right -of -way agreements. Set up the project files in accordance with City standard formats for administration. ➢ Develop and distribute a project submittal log and discuss "order of work' requirements for the contractor. TASK No, 3 — CONFLICT RESOLUTION AND CLAIM MITIGATION Coastland will attempt to prevent claims from being filed and resolve conflicts during construction in order to keep the additional costs down and to minimize City staff involvement in the project. The starting point to avoid conflicts or notice of potential claims is a clear, biddable set of plans and specifications. If there is time before advertising, we can accomplish this with a constructability/ biddability review of the PS &E to search for problems that could lead to change orders or claims. If Coastland can perform this review prior to bid opening, we can assist in issuing correction addendums. We can resolve conflicts quickly by keeping the lines of communication open, being open and responsive with the contractor. In Coastland's opinion the most important meeting to foster communications and to resolve conflicts quickly is the progress meeting. We have found that most conflicts (or just RFI's) can be thoroughly discussed and defused at these meetings. The key is to foster a good, working rapport with the contractor and convince him that we can be trusted and will be honest and professional in these negotiations with him. COASTLAND CITY OF ROHNERT PARK QUAL1F1 A'riw4S ";O IRON IDE 1_!:,NGI ri =;FRi.NG Di "'[CN AND CONSTPUC'"I ION :; IAN VG I N ' 1 r SP .C'.'I'1C %N 'SEUtVICES EXHIBIT "A" - continued In order 'to be effective in conflict resolution, the Construction Manager and Inspector must be intimately familiar with the project plans, specifications, the District Standards, and any nuances specific to the project_ Coastland will maintain consistent inspection and thorough documentation of the contractor's field activities so that we know exactly what, when, where and why an issue or conflict occurred and not have to rely on memory or the contractor's version of what happened_ These tasks help reduce the likelihood of change orders during construction or post- construction claims from the contractor, however; if claims are filed at the completion of the project we will have the documentation to assist in any negotiations. If we cannot negotiate a resolution of a dispute and receive a Notice of Potential Claim from the contractor, we will be ready to support the City's position. Coastland maintains accurate and thoroughly documented project information as backup for claim resolution. Coastland will continue negotiations while tracking and logging all correspondence, as- built progress schedules, and other backup documentation. TASK No. 4 - PUBLIC RELATIONS PROGRAM Depending on the type and location of the project the following services may be provided: ➢ Set up a Hot Line if requested by the City. ➢ Prepare and distribute public notification to Public Safety, Transit Agencies, United States Post Office, Garbage Company, and others as required. ➢ Prepare information for press releases as required. ➢ Conduct public informational meetings if required. ➢ Review and approve the Contractor's Traffic Control Plans. ➢ Log and respond to complaints in a timely manner. ➢ Record the contractor's activities as they relate to public safety, public convenience, and to ensure that the Contractor provides the required notifications. TASK No. 5 — CONSTRUCTION MANAGEMENT Our goal is to ensure that construction and contract administration are performed in compliance with City requirements and the project plans and specifications. The Construction Manager will be responsible for complete oversight of projects, including coordination of material testing, construction COASTLAND CITY OF ROHNERT PARK EXIIIBIT "A" - continued staking. We will be responsible for keeping the City informed of the progress of the project, changes that may be needed, pay estimate input and releasing information to the public. In addition our 1A Construction Manager will complete all "contract administration paper work" in a timely, accurate and orderly fashion. I I ;l Coastland uses the Expedition Contract Control Software by Primavera as a centralized system for document control, to create, store, organize, track, and tie together project information. Expedition has proved to be critical in providing team members with , information needed including submittal logs, progress payments, RFI logs, "issue logs ", progress schedule management, contract change order logs and "Notice of Potential Claim" Management. TASK No. 6 - ScHEDULE MANAGEMENT Once Coastland receives the initial construction schedule from the Contractor, it will be reviewed for accuracy, reasonableness, and to verify that it meets time lines, order of work, and contract requirements in the Special Provisions. Progress schedules will be reviewed weekly to make sure the Contractor is meeting the critical dates. If he fails to meet critical dates, it will immediately be brought to his attention and remedies to get back on schedule will be discussed. Schedule updates may be required once a month or more. Weekly Statements of Working Days will be issued with care taken determining the "Controlling Item of Work ". We will negotiate any time extensions for the Contractor due to.change orders, weather, or other delays. TASK NO.. 7 - DAILY FIELD INSPECTIONS AND DOCUMENTATION Coastland will provide daily, on -site inspections of the construction activities to ensure that the contract work conforms to the contract documents and City Standards. We will provide documentation of the work in the form of daily reports and photographs of construction activities. We will also document proposed change orders and claims, important conversations, safety and issues or accidents, extra work in progress, materials testing performed, information for "as- built" drawings, quantities for progress payments, environmental concerns and hazardous materials. Photos and videos will be submitted to the City on a monthly basis. We will ensure that erosion control measures will be implemented in a timely manner and in accordance with approved erosion control plans. OCOASTLAND CITY OF ROHNERT PARK Q AL1F!C Tfi) "`;j , o ,,?O) Ii)' -'7: 1:1N:;IN TERINc. DESIGN AND TASK No. 8 - MATERIALS TESTING During construction, we propose to coordinate the required materials testing to ensure compliance with the contract documents and with the City's standards. Coastland's inspector will coordinate and schedule sampling and testing between the contractor and the materials tester. Frequency of testing will be in accordance with the City's standards. TASK No. 9 - CONSTRUCTION STAKING Staking will be done in accordance with City standards and the Contractor. TASK NO. 10 — SUBMITTAL MANAGEMENT EXHIBIT "A7- continued, We will coordinate the effort with City staff. ➢ At the pre - construction conference, the contractor, will be given a Submittal Log of all required submittals and the due dates. ➢ Submittals will be stamped, logged and distributed to the proper design consultants. ➢ We will review submittals for conformance with the contract documents. ➢ Expedition software will generate a submittal log that tracks the status, time lines, approvals, re- submits and "ball in court" at various times during the review process. ➢ Submittals will be forwarded to the designer when appropriate. ➢ Submittals will be filed by submittal numbers and approved copies will be distributed to the City, project members, and the contractor. TASK NO. 11 - "REQUESTS FOR INFORMATION" MANAGEMENT ➢ The contractor will be required to submit all Requests for Information regarding the project in writing. ➢ Using Expedition software, the Construction Manager will generate the RFI form that has the request on top of the form and eventually the answer on the bottom. If the RFI results in a change order, it will be linked into the change order log using this software. ➢ If the Construction Manager cannot answer the RFI himself, he will forward it on to the designer. The Construction Managers will make sure that the designer responds to the RFI in a timely manner. ➢ The Construction Manager will generate a weekly RFI log that lists the "Ball -in- court', status, description, and if an RFI results in a potential change order. COASTLAND CITY OF ROHNERT PARK NS TO PROVIDE GIN E2ING ��Iitii � I) QI ALIFICATIO CONSTRUCTION IINIANWGENIENT / I'rSPic'rION SERVICES EXHIBIT "X'- continued g I� TASK No. 12 - CHANGE ORDER MANAGEMENT ➢ In addition to reviewing the bid documents and field conditions, our Construction Manager will use RFI Logs, Field Directive Logs, Potential Change Order Logs, meeting minutes, and discussions with the City representatives, to determine if a Change Order (CO) is warranted. ➢ If a change order is warranted, the Construction Manager will negotiate with the Contractor to produce the best construction method for the change at the lowest cost. ➢ We will coordinate design - related change orders with the Design Team. ➢ Unless the City desires their own format, the Change Order will be generated with the Expedition format with the appropriate City, Contractor and Coastland signature lines. �' M ➢ An Expedition Change Order Log will be created that will show Change Order number, description, status, approved ; date, start and completion dates and cost. TASK No. 13 - PROGRESS PAYMENT MANAGEMENT ➢ The Construction Manager will request a breakdown of lump sum items from the Contractor as needed. ➢ We will check the Special Provisions regarding maximum bid amounts for certain lump sum items and the requirements regarding payment for materials on hand. ➢ Coastland inspectors will field measure and record quantities of work and materials and change order pay records will be maintained. ➢ On a monthly basis, Coastland will prepare and process payment recommendations to Public Works. TASK NO. 14 - MEETINGS ➢ In addition to the pre- construction meeting, Coastland will conduct utility coordination meetings, and progress meetings, including preparing invitations, agenda and minutes. ➢ The progress meetings will include discussions on progress schedules, delays to the work, changes, pay estimates, public relations, safety, utility relocation work, submittals, RFI's and other critical issues. ➢ We work to foster honest, open communication at these weekly meetings which helps in timely resolution of disputes and potential claims. COASTLAND CITY OF ROHNERT PARK QUAJ.7F,t: "N iN5 "i'O �' R0 1D3 , �1N .1NErz ii�G DFs[(iN A ID {'ONS"1R CTIO N i.iNspF.C. `ION -SER 'iCEs :a EXHIBIT "A" - continued TASK NO. 15 - REPORTS It is important to keep the City informed regarding public relations, progress of the work and costs of the project_ We will keep the City informed and document all construction issues as follows: Daily Inspection Reports ➢ Progress Meeting Minutes ➢ Weekly Progress Report if required Monthly Status Report if required A ➢ Final Project Report The Monthly Status Report will provide the City with information on construction activities for the month, change order cost summary, pay estimate cost summary and contract time summary. TASK NO. 16 - PROJECT CLOSEOUT i The Inspector will keep a "record set" drawings to document changes from original design plans. Once construction is completed to the satisfaction of the City, we will compile all pertinent files and related information for permanent record for the City, including logs, operations and maintenance manuals., and start-up documentation. We can . furnish the City with the following: ➢ Record drawings ➢ All contract files and records ➢ Final report COASTLAND CITY OF ROHNERT PARK QUALIFICATIONS''r 3 DESIGN AND CONSTRUCTION MANAGEMENT/ INSPECTION SERVIC3 S EXHIBIT "A ', continued i3 CONNSTRUI.-TION' M__ -A T With the largest construction management and inspection team in Sonoma, Mendocino, Napa and Lake Counties, Coastland manages and inspects over $35 million of public construction contracts (CIP and private development) annually in the North Bay. Coastland's staff understands public contract and construction law and we know that team effort, leadership, and commitment are essential to delivering complex public works projects. To serve the needs of the Public Works Department, we will provide top- quality construction management and inspection services and we are actively recruiting and training additional personnel in anticipation of Public Works' capital improvement challenges that lie ahead. Figure 2: Construction Management / Inspection Team Organization Diagram Public Works Department Darrin Jenkins, PE City Engineer / Public Works Director and QA/QC Paul Klassen, PE Construction Services Manager Chief Operating Officer Gene Harris Construction Management Mike Janet Steve Cleveland Rick Brandes Reuben Jacobsen Gene Harris Construction Inspection Steve Cleveland Mike Janet Ray Jacobs Reuben Jacobsen Mark Stinson Rick Brandes Mike Lawson Bart Myklebust Rich Gordon Wally Kolb Kris Kuntz John Mountain COASTLAND CITY OF ROHNERT PARK '.ONSTRIJC J MN �'� � GE-M NT; INSPi?f'T ON SERVICES EXIIUBIT "B" COMPENSATION RATES AND CHARGES 8 84380lv4 80078/0012 JH- S:05 -g EXHIBIT "B" Coastland's current Schedule of Hourly Rates is below. It is our understanding that the exact Scopes of Work and associated fees Will be determined upon assignment of projects. This fee schedule includes each position classification required, and all reimbursable fees and. expenses. = SGI�EDUL- E- OF- HOITiti;�'-�tATES July 01, 2007 through June 30, 2008 PROFESSIONAL SERVICES Principal Engineer $155- 175/hour Supervising Engineer, $130- 145/hour Senior Engineer $100- 135/hour Associate Engineer $90 -1 10/hour Assistant Engineer $75- 95/hour Junior Engineer $70 -85 /hour Principal Designer $90-130/hour, Engineering Assistant $90 -115 /hour Senior Engineering Technician $80 -95 /hour Engineering Technician $70- 85/hour Engineering Aide $50 -70 /hour Resident Engineer $100- 140/hour Construction Manager $100- 135/hour Construction Inspector's $85 -110 /hour Building Official $110 -135 /hour Building Plan Check Engineer $100- 135 /hour Building Inspector $80 -95 /hour Plans Examiner $85- 110/hour Building Technician $65 -80 /hour 2 -Man Survey Crew $180- 200 /hour CLERICAL $50 -70 /hour VEHICLE. $10- 14/hour MILEAGE $0.60 /mile OUTSIDE SERVICES Cost+ 15% MATERIALS Cost + 15% • Computer time is included in the hourly rates used above. • Consultation in connection with litigation and court appearances will be quoted separately. • Additional billing classifications may be added to the above listing during the year as new positions are created. Includes services subject to prevailing wage rates. EXHIBIT "C" INSURANCE REQUIREMENTS 9 843801 v4 80078/0012 JH- S:05 -g EXHIBIT C INSURANCE REQUIREMENTS Prior to the beginning of and throughout the duration of the Work, Consultant will maintain insurance in conformance with the requirements set forth below. 'Consultant will use existing coverage to comply with these requirements. If that existing coverage does not meet the requirements set forth here, Consultant agrees to amend, supplement or endorse the existing _ coverage to do so. Consultant acknowledges that the insurance coverage and policy limits set forth in this 'section constitute the minimum amount of coverage required. Any insurance proceeds available to City in excess of the limits and coverage required in this agreement and which is applicable to a given loss, will be available to City. Consultant shall provide the following types and amounts of insurance_ General Liability Insurance using Insurance Services Office "Commercial General Liability" policy form CG 00 01 or the exact equivalent. Defense. costs must be paid in addition. to limits. There shall be no cross liability exclusion for claims. or suits by one insured against another. Limits are subject to, review but in no event less than $2,000,000 per occurrence. . Business Auto Coverage on ISO Business Auto Coverage form CA 0001 including symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event to be less that $1,000,000 per accident. If Consultant owns no vehicles, this requirement may be satisfied by a non -owned auto endorsement to the general liability policy described above. If Consultant or Consultant's employees will use personal autos in any way on this project, Consultant shall provide evidence of personal auto liability coverage for each such person. Workers Compensation on a state- approved policy form providing statutory benefits as required by law with employer's liability limits no less than $1,000,000 per accident or disease. Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements, shall provide coverage at least as broad as specified for the underlying coverages. Any such coverage provided under an umbrella liability policy shall include a drop down provision providing primary . coverage above a maximum $25;000 self - insured retention for liability not covered by primary but covered by the umbrella. Coverage shall be provided on a "pay on behalf' basis, with defense costs payable in addition to policy limits. Policy shall contain a provision obligating insurer at the time insured's liability is determined, not requiring actual payment by the insured first. There shall be no cross liability exclusion precluding coverage for claims or suits by one insured against another. Coverage shall be applicable to City for injury to employees of Consultant, subconsultants or others involved in the Work. The scope of coverage provided is subject to approval of City following receipt of proof of insurance as required herein. Limits are subject to review but in no event less than $2,000,000 per occurrence. Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the consultant and "Covered Professional Services" as designated in the policy must specifically include work performed under this agreement. The policy limit shall be no less than $2,000,000 per claim and in the aggregate. The policy must "pay on behalf of" the insured and must include a provision establishing the insurer's duty to defend. The policy retroactive date shall be on or before the effective date of this agreement. Insurance procured pursuant to these requirements shall be written by insurers that are admitted 10 843801v4 80078/0012 JH- S_05 -g carriers in the state of California and with an A.M_ Bests rating of A- or better and a rrainirnun2 financial size VII. ' General conditions pertaining to provision of insurance coverage by Consultant. Consultant and City agree to the following with respect to insurance provided by Consultant 1. Consultant agrees to have its insurer endorse the third party general liability coverage required herein to include as additional insureds the City, its elected officials, employees and agents, using standard ISO endorsement No. CG 2010 with an edition prior to 1992. Consultant also agrees to require all contractors, and subcontractors to do likewise. 2. No liability insurance coverage provided to comply with this Agreement shall prohibit Consultant, or Consultant's employees, or agents, from waiving the right of subrogation prior to a loss. Consultant agrees to waive subrogation rights against City. regardless of the applicability- of any insurance proceeds, and to require all contractors and subcontractors to do likewise. 3.. The worker's compensation policy is to be endorsed with a waiver of subrogation. The , insurance company, in -its endorsement, agrees to waive all rights of subrogation against the City, -its officers, officials, employees and volunteers for losses.paid under the terms of this policy which arise from the work performed by the named insured for the City. 4. All insurance coverage and limits provided by Contractor and available or applicable to this agreement are intended to apply to the full extent of the policies. Nothing contained in this Agreement or any other agreement relating to the City or its operations limits the application of such insurance coverage. 5. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and- approved of in writing. 6. No liability policy shall contain any provision or definition that would serve to eliminate so- called "third party action over" claims, including any exclusion for bodily injury to an employee of the insured or of any contractor or subcontractor. 7. All coverage types and limits required are subject to approval, modification and additional requirements by the City, as the need arises. Consultant shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discover_ y period) that may' affect City's protection without City's prior written consent. 8. Proof of compliance with these insurance requirements, consisting of certificates of- insurance evidencing all of the coverages required and an additional insured endorsement to Consultant's general Iiability policy, shall be delivered to City at or prior to the execution of this Agreement. In the event such proof of any insurance is not delivered as required, or in the event such insurance is canceled at any time and no replacement coverage is provided, City has the right, but not the duty, to obtain any insurance it deems necessary to protect its interests under this or any other agreement and to pay the premium- Any premium so paid by City shall be charged to and promptly paid by Consultant or deducted from sums due Consultant, at City option: 11 843801A 80078/0012 7H- S:05 -g 9. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of any cancellation of coverage. Consultant agrees to require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, or that any party will "endeavor" (as opposed to being required) to comply with the requirements of the certificate. 10. It is acknowledged by the parties of this agreement that all insurance coverage required to be provided by Consultant or any subcontractor, is intended to apply first and on a primary, noncontributing basis in relation to any other insurance or self insurance available to City. 11. Consultant agrees to ensure that subcontractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage required of Consultant. Consultant agrees to monitor and review all such coverage and . assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subcontractors and others engaged in the project will be submitted to City for review. 12. Consultant agrees not to self- insure or to use any self - insured retentions or deductibles on any portion of the insurance required herein and further agrees that it will not allow any contractor, subcontractor, Architect, Engineer or other entity or person in any way involved in the performance of work on the project contemplated by this agreement to self - insure .its obligations to City. If Consultant's existing coverage includes a deductible or self - insured retention, -the deductible or self - insured retention must be declared to the City. At that time the City shall review options with the Consultant, which may include reduction or elimination of the deductible or self- insured retention, substitution of other coverage, or other solutions. 13. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Consultant, the City will negotiate additional compensation proportional to the increased benefit to City. 14. For purposes of applying insurance coverage only, this Agreement will be deemed to have been executed immediately upon any party hereto taking any steps that can be deemed to be in furtherance of or towards performance of this Agreement. 15. Consultant acknowledges and agrees that any actual or alleged failure on the part of City to inform Consultant of non - compliance with any insurance requirement in no way imposes any additional obligations on City nor does it waive any rights hereunder in this or any other regard. 16. Consultant will renew the required coverage annually as long as City, or its employees or agents face an exposure from operations of any type pursuant to this agreement. This obligation applies whether or not the agreement is canceled or terminated for any reason. Termination of this obligation is not effective until City executes a written statement to that effect. 17. Consultant shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least 12 843801v4 80078/0012 JH- S:05 -g the same coverage. Proof that such coverage has been ordered shall be submitted prior to expiration. A coverage binder or letter from Consultant's insurance agent to this effect is acceptable. A certificate of insurance and /or additional insured endorsement as required in these specifications applicable to the renewing or new coverage must be provided to City within five days of the expiration of the coverages. 18. The provisions of any workers' compensation or similar act will not limit the obligations of Consultant under this agreement. Consultant expressly agrees not to use any statutory immunity defenses under such laws with respect to City, 'its employees, officials and agents. 19. Requirements of specific coverage features or limits contained in this section are not intended as limitations on coverage, limits or other requirements nor as a waiver. of any coverage normally provided by any given policy. Specific reference to a given coverage feature is for. purposes of clarification only as it pertains to a. given issue, and is not intended by any party or insured to be limiting or all - inclusive. 20. These insurance requirements are intended to be separate and. distinct from any other provision in this agreement and are intended by the parties here to be interpreted as such. 21. The requirements in this Section supersede all other sections and provisions of this Agreement to the extent that any other section or provision conflicts with or impairs the provisions of this Section. 22. Consultant agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Consultant for the cost of additional insurance coverage required by this agreement. Any such provisions are to be deleted with reference to City. It is not the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse`'agamst City for payment of premiums or other amounts with respect .thereto. 23. Consultant agrees to provide immediate notice to City of any claim or loss against Consultant arising out of the work performed under this agreement. City assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City. 13 843801v4 80078/0012 JH- S.:05 -g + P CERTIFICATE OF CONSULTANT I HEREBY CERTIFY that I am Ak and a duly authorized representativ of the firtnof,( t whose address is and that neither I nor the above firm I he e repre ent has- a) Employed or retained for a commission, percentage, brokerage, contingent fee; or other consideration, any firm or person (other than a bona fide employee working solely for me or the above consultant) to solicit to secure this Agreement. b) Agreed, as an express or implied condition for obtaining this contract, to employ or retain the services of any firm or person in connection with carrying out the Agreement; or c) Paid, or agreed to pay, to any firm, organization or person (other than a bona fide employee working solely for me . or the above consultant) any fee, contribution, donation, or consideration of any kind for, or in connection with, procuring or carrying out the Agreement; Except as here expressly stated (if any); I acknowledge that this certificate is subject criminal and civil. I agr \Consult. applicable State and Federal laws, both 14 843801v4 80078/0012 JH- S_05 -g