HomeMy WebLinkAbout02-06-2019 Operations Committee Meeting Agenda Packet02/06/2019 Operations Committee Agenda Page 1 of 3
Orange County Sanitation District
Regular Meeting of the OPERATIONS COMMITTEE
Wednesday, February 6, 2019
5:00 P.M.
Administration Building Board Room 10844 Ellis Avenue Fountain Valley, CA 92708
(714) 593-7433
AGENDA CALL TO ORDER
PLEDGE OF ALLEGIANCE DECLARATION OF QUORUM: Clerk of the Board
PUBLIC COMMENTS: If you wish to address the Committee on any item, please complete a Speaker’s
Form (located at the table outside of the Board Room) and submit it to the Clerk of the Board or notify the Clerk of the Board the item number on which you want to speak. Speakers will be recognized by the Chairman and
are requested to limit comments to three minutes. REPORTS: The Committee Chair and the General Manager may present verbal reports on miscellaneous
matters of general interest to the Committee Members. These reports are for information only and require no action by the Committee. CONSENT CALENDAR: The Consent Calendar Items are considered routine and will be enacted, by the
Committee, after one motion, without discussion. Any items withdrawn from the Consent Calendar for separate
discussion will be considered in the regular order of business.
1. APPROVAL OF MINUTES (Clerk of the Board) RECOMMENDATION: Approve Minutes of the Special meeting of the Operations Committee held on January 16, 2019.
2. COATING INSPECTION AND CORROSION TESTING SERVICES (Rob Thompson) RECOMMENDATION: Recommend to the Board of Directors to: Approve Professional Services Agreements to provide on-call Coating Inspection and other
Corrosion Testing Services for Collection System and Treatment Plant projects, PSA2019-001, for a three-year period effective May 1, 2019, for an amount not to exceed $200,000 per individual agreement ($600,000 total) with the following three firms:
• On-Site Technical Services, Inc.
• Corrpro Companies, Inc.
• CSI Services, Inc.
02/06/2019 Operations Committee Agenda Page 2 of 3
3. SURVEYING SERVICES (Rob Thompson) RECOMMENDATION: Recommend to the Board of Directors to: Approve Professional Services Agreements to provide on-call Surveying Services for Collection System and Treatment Plant projects, PSA2019-002, for a three-year
period effective May 1, 2019, for an amount not to exceed $200,000 per individual
agreement ($800,000 total) with the following four firms:
• Michael Baker International, Inc.
• Stantec Consulting Services, Inc.
• D. Woolley & Associates, Inc.
• Bush and Associates, Inc.
4. GEOTECHNICAL TESTING SERVICES (Rob Thompson)
RECOMMENDATION: Recommend to the Board of Directors to: Approve
Professional Services Agreements to provide on-call Materials Testing, Inspection, and Geotechnical Testing Services for Collection System and Treatment Plant projects, PSA2019-003, for a three-year period effective May 1, 2019, for an amount not to exceed $300,000 per individual agreement ($900,000 total) with the following
three firms:
• Ninyo & Moore
• SCST, Inc.
• Koury Engineering and Testing, Inc.
5. QUARTERLY ODOR COMPLAINT REPORT (Rob Thompson) RECOMMENDATION: Receive and file the Fiscal Year 2018/19 Second Quarter Odor Complaint Summary. NON-CONSENT: 6. CEQA – FACILITIES MASTER PLAN, PROJECT NO. PS17-08 (Rob Thompson)
RECOMMENDATION: Recommend to the Board of Directors to: A. Approve a Professional Services Agreement with Dudek to provide environmental services for the preparation of a California Environmental
Quality Act compliance document for the CEQA – Facilities Master Plan,
Project No. PS17-08, for an amount not to exceed $812,709; and B. Approve a contingency of $81,270 (10%).
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7. CAPITAL IMPROVEMENT PROGRAM CONTRACT PERFORMANCE REPORT (Rob Thompson) RECOMMENDATION: Recommend to the Board of Directors to: Receive and file the Capital Improvement Program Contract Performance Report for the period ending
December 31, 2018. INFORMATION ITEMS: 8. RESERVES AND INVESTMENTS POLICIES (Lorenzo Tyner)
DEPARTMENT HEAD REPORTS:
CLOSED SESSION:
None. OTHER BUSINESS AND COMMUNICATIONS OR SUPPLEMENTAL AGENDA ITEMS, IF ANY:
ADJOURNMENT: The next Regular Meeting of the Operations Committee meeting is scheduled for
March 6, 2019 at 5:00 p.m.
Accommodations for the Disabled: Meeting Rooms are wheelchair accessible. If you require any special disability related accommodations, please contact the Orange County Sanitation District Clerk of the Board’s office at (714) 593-7433 at least 72 hours prior to the scheduled meeting. Requests must specify the nature of the disability and the type of accommodation requested. Agenda Posting: In accordance with the requirements of California Government Code Section 54954.2, this agenda has been posted outside the main gate of the Sanitation District’s Administration Building located at 10844 Ellis Avenue, Fountain Valley, California, not less than 72 hours prior to the meeting date and time above. All public records relating to each agenda item, including any public records distributed less than 72 hours prior to the meeting to all, or a majority of the Board of Directors, are available for public inspection in the office of the Clerk of the Board. Agenda Description: The agenda provides a brief general description of each item of business to be considered or discussed. The recommended action does not indicate what action will be taken. The Board of Directors may take any action which is deemed appropriate. NOTICE TO DIRECTORS: To place items on the agenda for the Committee Meeting, items must be submitted to the Clerk of the Board 14 days before the meeting. Kelly A. Lore, MMC Clerk of the Board (714) 593-7433 klore@ocsd.com For any questions on the agenda, Committee members may contact staff at: General Manager Jim Herberg (714) 593-7300 jherberg@ocsd.com Assistant General Manager Rob Thompson (714) 593-7310 rthompson@ocsd.com Assistant General Manager Lorenzo Tyner (714) 593-7550 ltyner@ocsd.com
01/16/2019 Operations Committee Minutes Page 1 of 5
MINUTES OF THE OPERATIONS COMMITTEE
Orange County Sanitation District Wednesday, January 16, 2019, 5:00 p.m.
A special meeting of the Operations Committee was called to order by Committee Chair Deaton on Wednesday, January 16, 2019 at 5:02 p.m. in the Administration Building. Chair Deaton led the Flag Salute.
A quorum was declared present, as follows:
COMMITTEE MEMBERS PRESENT: Ellery Deaton, Chair Robert Collacott, Vice-Chair Joy Brenner (Alternate)
Phil Hawkins Steve Jones Lucille Kring Tim Shaw Jesus Silva
Fred Smith Michelle Steel Mariellen Yarc Dave Shawver, Board Chair John Withers, Board Vice-Chair
COMMITTEE MEMBERS ABSENT: Allan Bernstein
STAFF PRESENT: Jim Herberg, General Manager Rob Thompson, Assistant General Manager Lorenzo Tyner, Assistant General Manager
Celia Chandler, Director of Human Resources Tina Knapp, Deputy Clerk of the Board Jennifer Cabral Don Cutler Mike Dorman
Natasha Dubrovski Dean Fisher Alfredo Garcia Mark Manzo Kathy Millea
Jeff Mohr Riaz Moinuddin Shahrzad Namini Nasrin Nasrollahi Adam Nazaroff
Giti Radvar Paula Zeller
OTHERS PRESENT: Brad Hogin, General Counsel
Jose Zepeda, IRWD Natalie Medvedev, Supervisor Steel’s office Doug Lanning, Carollo Rich Ten Bosch, Black & Veatch
PUBLIC COMMENTS:
None.
REPORT OF COMMITTEE CHAIR:
Chair Deaton did not provide a report.
ITEM NO. 1
01/16/2019 Operations Committee Minutes Page 2 of 5
REPORT OF GENERAL MANAGER: General Manager Jim Herberg did not provide a report.
CONSENT CALENDAR: 1. APPROVAL OF MINUTES (Clerk of the Board)
MOVED, SECONDED, and DULY CARRIED TO: Approve Minutes of the Regular meeting of the Operations Committee held on December 5, 2018. AYES: Brenner (Alternate), Collacott, Deaton, Hawkins, S. Jones, Kring, Shaw, Shawver, Silva, F. Smith, Steel, Withers, and
Yarc NOES: None
ABSTENTIONS: None
ABSENT: Bernstein 2. PLANT NO. 1 FLEET SERVICES UST LEAK REMEDIATION, PROJECT NO. FE14-05 (Rob Thompson)
MOVED, SECONDED, and DULY CARRIED TO: Recommend to the Board of Directors to: A. Receive and file Bid Tabulation and Recommendation for Engineering/Remediation Resources Group, Inc. for the Fleet Services UST
Leak Remediation, Project No. FE-14-05; B. Award a Construction Contract to Engineering/Remediation Resources Group, Inc. for the Fleet Services UST Leak Remediation, Project No. FE14-05, for a total amount not to exceed $648,675; and C. Approve a contingency of $129,735 (20%).
AYES: Brenner (Alternate), Collacott, Deaton, Hawkins, S. Jones, Kring, Shaw, Shawver, Silva, F. Smith, Steel, Withers, and Yarc NOES: None
ABSTENTIONS: None ABSENT: Bernstein
3. SEWER RELOCATION AGREEMENT WITH SANTA ANA DEVELOPMENT PARTNERS, LP (Rob Thompson) MOVED, SECONDED, and DULY CARRIED TO: Recommend to the Board of Directors to:
A. Approve a Sewer Relocation Agreement with Santa Ana Development Partners, LP for the segment relocation of the Orange County Sanitation
01/16/2019 Operations Committee Minutes Page 3 of 5
District West Trunk Bypass Sewer within the property located at 2114 East First Street, Santa Ana; and B. Authorize the General Manager to execute easement documents per the
Sewer Relocation Agreement in a form approved by General Counsel.
AYES: Brenner (Alternate), Collacott, Deaton, Hawkins, S. Jones, Kring, Shaw, Shawver, Silva, F. Smith, Steel, Withers, and Yarc
NOES: None
ABSTENTIONS: None ABSENT: Bernstein
4. 835 S. BREA DOSING STATION – SITE ACCESS AND LICENSE AGREEMENT, SEWER LICENSE AND MAINTENANCE AGREEMENT, AND ADDENDUM NO. 5 TO FINAL SUPPLEMENTAL ENVIRONMENTAL IMPACT REPORT (SEIR) FOR THE FINAL EFFLUENT PUMP STATION ANNEX AND COLLECTION
SYSTEM ODOR & CORROSION CONTROL PROGRAM (Rob Thompson) MOVED, SECONDED, and DULY CARRIED TO: Recommend to the Board of Directors to:
A. Consider, receive, and file the Orange County Sanitation District’s
Addendum No. 5 to the Supplemental Environmental Impact Report for the Final Effluent Pump Station Annex and Collection System Odor & Corrosion Control Program, dated December 5, 2018, to add odor and corrosion control chemical facilities in the City of Brea;
B. Approve a new Site Access and License agreement with Polfit Wellness,
Inc. to lease property for the purpose of installing, maintaining, and operating a chemical dosing station at 835 South Brea Boulevard, in the City of Brea, for a term of 36- months, at the following lease terms, in a form approved by General Counsel:
• February 1, 2019 through January 31, 2020, $2,600 per month
• February 1, 2020 through January 31, 2021, $2,652 per month • February 1, 2021 through January 31, 2022, $2,705 per month; C. Approve a new Sewer License and Maintenance Agreement with the City of Brea to allow the Orange County Sanitation District to access, install, and
operate the Slip Line within the City Sewer; and
D. Authorize the General Manager or designee to negotiate beginning June 1, 2021 and subsequently award an option for an additional 36-month lease renewal period.
AYES: Brenner (Alternate), Collacott, Deaton, Hawkins, S. Jones, Kring, Shaw, Shawver, Silva, F. Smith, Steel, Withers, and Yarc NOES: None ABSTENTIONS: None ABSENT: Bernstein
01/16/2019 Operations Committee Minutes Page 4 of 5
NON-CONSENT: 5. PRIMARY TREATMENT REHABILITATION AT PLANT NO. 2, PROJECT NO. P2-98 (Rob Thompson) Mr. Thompson provided a detailed PowerPoint presentation that addressed both Item No. 5 and Item No. 6. The presentation included information pertaining to the
Plant No. 2 site plan, major project elements, active earthquake faults identified in a 2017 study, components of project justification, phased project approach, concrete pipe corrosion, typical clarifier mechanism, clarifier steel corrosion, and bid results.
MOVED, SECONDED, and DULY CARRIED TO: Recommend to the Board of Directors to: A. Approve a Professional Construction Services Agreement with Black & Veatch Corporation to provide construction support services for B/C-Side
Primary Clarifiers Interim Repair at Plant No. 2, Contract No. P2-98B, for a
total amount not to exceed $549,534; and B. Approve a contingency of $54,953 (10%). AYES: Brenner (Alternate), Collacott, Deaton, Hawkins, S. Jones,
Kring, Shaw, Shawver, Silva, F. Smith, Steel, Withers, and Yarc NOES: None
ABSTENTIONS: None ABSENT: Bernstein 6. PRIMARY TREATMENT REHABILITATION AT PLANT NO. 2, PROJECT NO. P2-98 (Rob Thompson)
MOVED, SECONDED, and DULY CARRIED TO: Recommend to the Board of Directors to: A. Receive and file Bid Tabulation and Recommendation for B/C-Side Primary
Clarifiers Interim Repair at Plant No. 2, Contract No. P2-98B; B. Award a Construction Contract to Myers & Sons Construction, LLC for B/C-Side Primary Clarifiers Interim Repair at Plant No. 2, Contract No. P2-98B, for a total amount not to exceed $8,665,000; and C. Approve a contingency of $866,500 (10%).
AYES: Brenner (Alternate), Collacott, Deaton, Hawkins, S. Jones, Kring, Shaw, Shawver, Silva, F. Smith, Steel, Withers, and Yarc NOES: None
ABSTENTIONS: None ABSENT: Bernstein
01/16/2019 Operations Committee Minutes Page 5 of 5
INFORMATION ITEMS: 7. HEADWORKS REHABILITATION AND EXPANSION AT PLANT NO. 1,
PROJECT NO. P1-105 (Rob Thompson)
Mr. Thompson introduced Don Cutler, Engineering Supervisor, who provided a PowerPoint presentation that reviewed the project, specifically the age of the headworks facilities, rehabilitation needed for existing facilities, demolition of
unused facilities, upgrades and replacements, key challenges, project timeline,
project budget, value engineering opportunities, and next steps. Mr. Herberg, Mr. Thompson, and Mr. Cutler responded to questions from the Committee throughout the presentation.
Director Jones departed the meeting at 5:25 p.m.
Director Steel departed the meeting at 5:30 p.m. DEPARTMENT HEAD REPORTS:
Assistant General Manager Rob Thompson reported that staff is prepared to handle the current and ongoing rain event and that for a variety of reasons, including timing and an administrative error, three items will be going directly to the Board for consideration on January 23, 2019.
Board Chair Shawver indicated that Director Collacott has accepted serving as the Operations Committee Vice-Chair. CLOSED SESSION:
None. OTHER BUSINESS AND COMMUNICATIONS OR SUPPLEMENTAL AGENDA ITEMS, IF ANY:
None. ADJOURNMENT
Chair Deaton declared the meeting adjourned at 5:55 p.m. to the meeting to be held on
Wednesday, February 6, 2019 at 5:00 p.m. Submitted by,
______________________ Tina Knapp, CMC Deputy Clerk of the Board
Page 1 of 3
OPERATIONS COMMITTEE Meeting Date 02/06/19 To Bd. of Dir. 02/27/19
AGENDA REPORT Item Number 2 Item Number
Orange County Sanitation District FROM: James D. Herberg, General Manager Originator: Rob Thompson, Assistant General Manager SUBJECT: COATING INSPECTION AND CORROSION TESTING SERVICES
GENERAL MANAGER'S RECOMMENDATION Approve Professional Services Agreements to provide on-call Coating Inspection and other Corrosion Testing Services for Collection System and Treatment Plant projects,
PSA2019-001, for a three-year period effective May 1, 2019, for an amount not to exceed $200,000 per individual agreement ($600,000 total) with the following three firms:
• On-Site Technical Services, Inc.
• Corrpro Companies, Inc.
• CSI Services, Inc.
BACKGROUND
The Orange County Sanitation District (Sanitation District) uses outside specialty Consultants for coating inspection and corrosion testing services in support of the Capital Improvement Program, Small Construction Projects, and Maintenance Projects during
the planning, design, and construction of facilities both inside the plants and for the collection systems. RELEVANT STANDARDS
• Ensure the public’s money is wisely spent PROBLEM
The Sanitation District has a need for on-call coating inspection and corrosion testing services. Currently, the Sanitation District has contracts with four firms that provide these services. The current contracts are expiring and a Request for Proposal (RFP) was issued to provide continuance of these services.
PROPOSED SOLUTION
The Sanitation District advertised a RFP on August 7, 2018 and four proposals were received. Based on the Sanitation District’s standard evaluation process and pursuant to
government codes, staff recommends approval of the Professional Services Agreements
with On-Site Technical Services, Inc.; Corrpro Companies, Inc.; and CSI Services, Inc.
Page 2 of 3
TIMING CONCERNS The current contracts will be expiring and the budgets expended. Delaying the new
contracts will prevent the use of these services to support Collection System and
Treatment Plant projects. RAMIFICATIONS OF NOT TAKING ACTION
Increased risk in construction quality concerns and code compliance in supporting the
Capital Improvement Program, Small Construction Projects, and Maintenance Projects. PRIOR COMMITTEE/BOARD ACTIONS
N/A ADDITIONAL INFORMATION The proposed Professional Services Agreements shall cover a three-year period. The
recommended contract amounts are based on average of the number and type of test
and inspections utilized over the past three years, and the anticipated needs going forward for the next three years. Staff will use these Consultants on an as-needed basis only. The total agreement cost is not guaranteed, nor is it paid to the Consultant if their services are not used.
Staff Evaluation of Proposals: The four proposals received were evaluated on three predefined and equally weighted criteria:
1. Approach and Understanding of the Scope of Work 2. Staff Qualifications 3. Related Project Experience
The evaluation team reviewed and ranked the proposals received as follows: PROPOSAL EVALUATION SCORES
Proposer Rank
On-Site Technical Services, Inc. 1
Corrpro Companies, Inc. 2
CSI Services, Inc. 3
Bureau Veritas North America, Inc. 4
The fee proposals for the top selected firms were opened on October 3, 2018 and the rates were reviewed for general conformance and found to be acceptable. Contracts are recommended to be awarded to On-Site Technical Services, Inc.; Corrpro Companies, Inc.; and CSI Services, Inc., each for an amount not to exceed $200,000.
Page 3 of 3
CEQA This is not a project as defined by the California Environmental Quality Act (CEQA),
therefore CEQA does not apply.
FINANCIAL CONSIDERATIONS This request complies with authority levels of the Sanitation District's Purchasing
Ordinance. These funds are included in the individual project budgets that require these services. ATTACHMENT
The following attachment(s) may be viewed on-line at the OCSD website (www.ocsd.com) with the
complete agenda package:
• Professional Services Agreements
DF:TC:dm:gc
PSA -1- PSA2019-001
Revision 080118
PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 1st day of May,
2019, by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter
referred to as "SANITATION DISTRICT", and ON-SITE TECHNICAL SERVICES, INC.,
for purposes of this AGREEMENT hereinafter referred to as "CONSULTANT". The
SANITATION DISTRICT and CONSULTANT are referred to herein collectively as the
"Parties" or individually as a "Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a consultant to provide
Professional Services for Coating Inspection and Corrosion Testing Services for the
Sanitation District’s Capital Improvement Program, Facilities Engineering, Operations,
and Maintenance Projects, PSA2019-001; and
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which
will result to the parties in carrying out the terms of this AGREEMENT, it is mutually
agreed as follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional and technical services to
accomplish those project elements outlined in the Scope of Work attached hereto as
"Attachment A", and by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of all tests, inspections, reports,
and other services furnished by the CONSULTANT under this AGREEMENT,
including the work performed by its Subconsultants and/or Subcontractors.
Where approval by the SANITATION DISTRICT is indicated, it is understood to
be conceptual approval only and does not relieve the CONSULTANT of
responsibility for complying with all applicable laws, regulations, codes, industry
standards and liability for damages caused by errors, omissions, noncompliance
with industry standards, and/or negligence on the part of the CONSULTANT or
its Subconsultants and/or Subcontractors.
PSA -2- PSA2019-001
Revision 080118
B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness.
C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its tests, inspections, reports or other services within
the timeframe specified by the Project Manager. The SANITATION DISTRICT
may charge to CONSULTANT all costs, expenses and damages associated with
any such corrections or revisions.
D. All professional services performed by the CONSULTANT, including, but not
limited to, all drafts, data, correspondence, proposals, tests, inspections, reports,
and estimates compiled or composed by the CONSULTANT, pursuant to this
AGREEMENT, are for the sole use of the SANITATION DISTRICT, its agents
and employees. Neither the documents nor their contents shall be released to
any third party without the prior written consent of the SANITATION DISTRICT.
This provision does not apply to information that (a) was publicly known, or
otherwise known to the CONSULTANT, at the time that it was disclosed to the
CONSULTANT by the SANITATION DISTRICT, or (b) subsequently becomes
publicly known to the CONSULTANT other than through disclosure by the
SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
A. Total Compensation
Total compensation shall be in an amount not to exceed Two Hundred Thousand
Dollars ($200,000), over a three (3) year period. The SANITATION DISTRICT will
compensate the CONSULTANT for the services provided according to the unit
prices and/or hourly rates, as applicable, for the items included in Attachment “D”
Fee Schedule. Each unit price and/or hourly rate represents all costs for
performing the Work, including but not limited to technician labor, driving time,
vehicles, equipment and materials, equipment calibration, overhead, profit, report
writing, office reviews and supervision, and other miscellaneous charges.
B. Other Direct Costs
Refer to attachment “K” Allowable Direct Costs for payment information.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right
to approve a reallocation of the incremental amounts constituting the Total
Compensation, provided that the Total Compensation is not increased.
PSA -3- PSA2019-001
Revision 080118
4. PAYMENT
A. CONSULTANT will submit monthly or periodic statements, separately for each
project or Task, covering services and/or work performed no later than the
second Wednesday of the following month and in the format required by the
SANITATION DISTRICT, to request payment. Such requests shall be based
upon the amount and value of the work and services performed by
CONSULTANT under this Agreement and shall be prepared by CONSULTANT
and accompanied by such supporting data, including:
Tasks completed, identified by the Task number assigned to each Task.
Detailed breakdown of all costs incurred per task performed, and all back-up
documentation for each Task.
Copy of the daily notes or tasks including the signature of the SANITATION
DISTRICT’s Inspector approving the day’s work.
Running total of services billed, services paid, services billed but not paid,
and the amount of the contract remaining.
B. CONSULTANT shall warrant and certify the accuracy of these costs and provide
all support documentation required by the SANITATION DISTRICT.
CONSULTANT understands that submitted costs are subject to Audit Provisions
stated herein below.
C. Upon approval of such payment request by the SANITATION DISTRICT,
payment shall be made to CONSULTANT as soon as practicable of one hundred
percent (100%) of the invoiced amount on a unit price or hourly rate basis per
task order.
D. If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each task order.
E. The SANITATION DISTRICT may, at the discretion of the Director of
Engineering, retain an amount equal to that which insures that the total amount
paid to that date does not exceed the percentage of the completed work for each
task order.
F. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work, including any retained percentages relating to this
portion of the work.
G. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
PSA -4- PSA2019-001
Revision 080118
CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
H. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
I. A CONSULTANT, Subconsultant or Subcontractor shall be deemed to have
submitted a false claim when the CONSULTANT, Subconsultant or
Subcontractor: (a) knowingly presents or causes to be presented to an officer or
employee of the SANITATION DISTRICT a false claim or request for payment or
approval; (b) knowingly makes, uses, or causes to be made or used a false
record or statement to get a false claim paid or approved by the SANITATION
DISTRICT; (c) conspires to defraud the SANITATION DISTRICT by getting a
false claim allowed or paid by the SANITATION DISTRICT; (d) knowingly makes,
uses, or causes to be made or used a false record or statement to conceal,
avoid, or decrease an obligation to the SANITATION DISTRICT; or (e) is a
beneficiary of an inadvertent submission of a false claim to the SANITATION
DISTRICT, and fails to disclose the false claim to the SANITATION DISTRICT
within a reasonable time after discovery of the false claim.
J. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services under
this Agreement will exceed seventy-five percent (75%) of the not-to-exceed
amount of the Agreement, including approved additional compensation,
CONSULTANT shall notify the SANITATION DISTRICT immediately, and in
writing. This written notice shall indicate the additional amount necessary to
complete the services. Any cost incurred in excess of the approved not-to-exceed
amount, without the express written consent of the SANITATION DISTRICT’s
authorized representative shall be at CONSULTANT’s own risk. This written
notice shall be provided separately from, and in addition to any notification
requirements contained in the CONSULTANT’s requests for payment. Failure to
notify the SANITATION DISTRICT that the services cannot be completed within
the authorized not-to-exceed amount is a material breach of this Agreement.
5. PREVAILING WAGES
To the extent CONSULTANT and its Subconsultant(s) and/or Subcontractor(s) intends
to utilize employees who will perform work during the contract, as more specifically
defined under Labor Code Section 1720, CONSULTANT and its Subconsultant(s) and/or
Subcontractor(s) shall be subject to prevailing wage requirements with respect to such
employees.
PSA -5- PSA2019-001
Revision 080118
6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR)
REGISTRATION AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees, Subconsultants and/or Subcontractors
who will perform Work during the design and preconstruction phases of a
construction contract for which Prevailing Wage Determinations have been issued
by the DIR and as more specifically defined under Labor Code Section 1720 et
seq, CONSULTANT and Subconsultants shall comply with the registration
requirements of Labor Code Section 1725.5. Pursuant to Labor Code Section
1771.4, the Work is subject to compliance monitoring and enforcement by the DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulation Section 16461(3).
7. AGREEMENT TERM
The services provided under this AGREEMENT shall be for the period of three (3) years,
commencing on May 1, 2019 and continuing through April 30, 2022.
8. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to
tests, inspections, reports, original plans, studies, sketches, drawings, computer
printouts, disk files, and electronic copies prepared in connection with or related
to the Scope of Work or Professional Services, shall be the property of the
SANITATION DISTRICT. The SANITATION DISTRICT’s ownership of these
documents includes use of, reproduction or reuse of and all incidental rights,
whether or not the work for which they were prepared has been performed. The
SANITATION DISTRICT ownership entitlement arises upon payment or any
partial payment for work performed and includes ownership of any and all work
product completed prior to that payment. This Section shall apply whether the
CONSULTANT’s Professional Services are terminated: a) by the completion of
the AGREEMENT, or b) in accordance with other provisions of this
AGREEMENT. Notwithstanding any other provision of this paragraph or
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AGREEMENT, the CONSULTANT shall have the right to make copies of all such
tests, inspections, reports, plans, studies, sketches, drawings, computer printouts
and disk files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the tests, inspections, reports, plans or deliverables where
the subsequent changes or uses are not authorized or approved by
CONSULTANT, provided that the service rendered by CONSULTANT was not a
proximate cause of the damage.
9. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution
shall occur within twenty (20) days of written notice to
CONSULTANT, by the SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work
under this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT,
including the period of warranty, Commercial General Liability Insurance
written on an occurrence basis providing the following minimum limits of
liability coverage: Two Million Dollars ($2,000,000) per occurrence with
Two Million Dollars ($2,000,000) aggregate. Said insurance shall include
coverage for the following hazards: Premises-Operations, blanket
contractual liability (for this AGREEMENT), products liability/completed
operations (including any product manufactured or assembled), broad
form property damage, blanket contractual liability, independent
contractors liability, personal and advertising injury, mobile equipment,
owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will
not be accepted in lieu of the actual additional insured endorsement(s). If
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requested by SANITATION DISTRICT and applicable, XCU coverage
(Explosion, Collapse and Underground) and Riggers/On Hook Liability
must be included in the General Liability policy and coverage must be
reflected on the submitted Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single
policy of primary insurance or a combination of policies of primary and
umbrella excess coverage. Umbrella excess liability coverage shall be
issued with limits of liability which, when combined with the primary
insurance, will equal the minimum limits for general liability and
automotive liability.
D. Automotive/Vehicle liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability
Insurance on a comprehensive form covering all owned, non-owned, and
hired automobiles, trucks, and other vehicles providing the following
minimum limits of liability coverage: Combined single limit of One Million
Dollars ($1,000,000) or alternatively, One Million Dollars ($1,000,000) per
person for bodily injury and One Million Dollars ($1,000,000) per accident
for property damage. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of One Mllion Dollars ($1,000,000) in form
acceptable to the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance
as required by the Labor Code of the State of California in the amount of
the statutory limit, including Employer’s Liability Insurance with a minimum
limit of One Million Dollars ($1,000,000) per occurrence. Such Worker’s
Compensation Insurance shall be endorsed to provide for a waiver of
subrogation in favor of the SANITATION DISTRICT. A statement on an
insurance certificate will not be accepted in lieu of the actual
endorsements unless the insurance carrier is State of California Insurance
Fund and the identifier “SCIF” and endorsement numbers 2570 and 2065
are referenced on the certificate of insurance. If an exposure to Jones Act
liability may exist, the insurance required herein shall include coverage for
Jones Act claims.
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G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term
of this AGREEMENT, standard industry form professional negligence
errors and omissions insurance coverage in an amount of not less than
One Million Dollars ($1,000,000) with limits in accordance with the
provisions of this Paragraph. If the policy of insurance is written on a
“claims made” basis, said policy shall be continued in full force and effect
at all times during the term of this AGREEMENT, and for a period of five
(5) years from the date of the completion of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT
shall obtain continuing insurance coverage for the prior acts or omissions
of CONSULTANT during the course of performing services under the term
of this AGREEMENT. Said coverage shall be evidenced by either a new
policy evidencing no gap in coverage or by separate extended “tail”
coverage with the present or new carrier.
In the event the present policy of insurance is written on an “occurrence”
basis, said policy shall be continued in full force and effect during the term
of this AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said
policy during this period, new coverage shall be obtained for the required
period to insure for the prior acts of CONSULTANT during the course of
performing services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate
of insurance in a form acceptable to the SANITATION DISTRICT
indicating the deductible or self-retention amounts and the expiration date
of said policy, and shall provide renewal certificates not less than ten (10)
days prior to the expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said
policies and endorsements shall conform to the requirements herein
stated. All certificates and endorsements are to be received and approved
by the SANITATION DISTRICT before work commences. The
SANITATION DISTRICT reserves the right to require complete, certified
copies of all required insurance policies, including endorsements, effecting
the coverage required, at any time. The following are approved forms that
must be submitted as proof of coverage:
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Certificate of
Insurance
ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements
must be submitted for approval by the
SANITATION DISTRICT, and the
SANITATION DISTRICT may reject
alternatives that provide different or less
coverage to the SANITATION DISTRICT.
Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for
the SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that
coverage shall not be cancelled by either party, except after thirty (30)
days’ prior written notice. The Cancellation Section of ACORD Form 25
(5/2010) shall state the required thirty (30) days’ written notification. The
policy shall not terminate, nor shall it be cancelled, nor the coverage
reduced until thirty (30) days after written notice is given to the
SANITATION DISTRICT except for nonpayment of premium, which shall
require not less than ten (10) days written notice to the SANITATION
DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance
broker/agent shall send to the SANITATION DISTRICT a certified letter
which includes a description of the changes in coverage and/or any
increase in deductible or SIR amounts. The certified letter must be sent to
the attention of Risk Management, Div. 260, and shall be received by the
SANITATION DISTRICT not less than thirty (30) days prior to the effective
date of the change(s) if the change would reduce coverage or increase
deductibles or SIR amounts or otherwise reduce or limit the scope of
insurance coverage provided to the SANITATION DISTRICT.
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J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause.
Any other insurance maintained by the SANITATION DISTRICT shall be
excess and not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor
shall it limit the indemnification provision contained in this AGREEMENT,
or the extent to which CONSULTANT may be held responsible for
payment of damages to persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles
and/or self-insured retentions require approval by the SANITATION
DISTRICT. At the option of the SANITATION DISTRICT, either: the
insurer shall reduce or eliminate such deductible or self-insured retention
as respects the SANITATION DISTRICT; or the CONSULTANT shall
provide a financial guarantee satisfactory to the SANITATION DISTRICT
guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
N. Defense Costs
Liability policies shall have a provision that defense costs for all insureds
and additional insureds are paid in addition to and do not deplete any
policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance
requirements for any Subconsultant hired by the CONSULTANT. The
insurance shall be in amounts and types reasonably sufficient to deal with
the risk of loss involving the Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown
above, then SANITATION DISTRICT requires and shall be entitled to
coverage for the higher limits maintained by CONSULTANT.
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10. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed
Project, as requested by the SANITATION DISTRICT, the Parties hereto shall
execute an Amendment to this AGREEMENT setting forth with particularity all
terms of the new AGREEMENT, including, but not limited to any additional
CONSULTANT's fees.
11. PROJECT TEAM AND SUBCONSULTANTS AND SUBCONTRACTORS
CONSULTANT shall provide to SANITATION DISTRICT, prior to execution of
this AGREEMENT, the names and full description of all Subconsultants,
Subcontractors and CONSULTANT’s project team members anticipated to be
used on this Project under this AGREEMENT by CONSULTANT.
CONSULTANT shall include a description of the work and services to be done by
each Subconsultant, Subcontractor and each of CONSULTANT’s Project team
member. CONSULTANT shall include the respective compensation amounts for
CONSULTANT and each Subconsultant and/or Subcontractor, broken down as
indicated in Section 2 - COMPENSATION.
There shall be no substitution of the listed Subconsultants, Subcontractors and
CONSULTANT’s project team members without prior written approval by the
SANITATION DISTRICT.
12. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants and/or Subcontractors are
comprised of registered engineers and a staff of specialists and draftsmen in
each department. The firm itself is not a registered engineer but represents and
agrees that wherever, in the performance of this AGREEMENT, the services of a
registered engineer is required, such services hereunder will be performed under
the direct supervision of registered engineers who are registered in California.
13. AUDIT PROVISIONS.
A. SANITATION DISTRICT retains the reasonable right to access, review,
examine, and audit, any and all books, records, documents and any other
evidence of procedures and practices that the SANITATION DISTRICT
determines are necessary to discover and verify that the CONSULTANT is
in compliance with all requirements under this AGREEMENT. The
CONSULTANT shall include the SANITATION DISTRICT’s right as
described above, in any and all of their subcontracts, and shall ensure that
these rights are binding upon all Subconsultants.
B. SANITATION DISTRICT retains the right to examine CONSULTANT’s
books, records, documents and any other evidence of procedures and
practices that the SANITATION DISTRICT determines are necessary to
discover and verify all direct and indirect costs, of whatever nature, which
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are claimed to have been incurred, or anticipated to be incurred or to
ensure CONSULTANT’s compliance with all requirements under this
AGREEMENT during the term of this AGREEMENT and for a period of
three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in
accordance with generally accepted industry standard practices and the
SANITATION DISTRICT’s policy. The CONSULTANT shall make
available to the SANITATION DISTRICT for review and audit, all project
related accounting records and documents, and any other financial data
within 15 days after receipt of notice from the SANITATION DISTRICT.
Upon SANITATION DISTRICT’s request, the CONSULTANT shall submit
exact duplicates of originals of all requested records to the SANITATION
DISTRICT. If an audit is performed, CONSULTANT shall ensure that a
qualified employee of the CONSULTANT will be available to assist
SANITATION DISTRICT’s auditor in obtaining all Project related
accounting records and documents, and any other financial data.
14. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent
contractor and nothing herein shall be deemed to transform CONSULTANT, its
staff, independent contractors, or Subconsultants and/or Subcontractors into
employees of the SANITATION DISTRICT. CONSULTANT’S staff performing
services under the AGREEMENT shall at all times be employees and/or
independent contractors of CONSULTANT. CONSULTANT shall monitor and
control its staff and pay wages, salaries, and other amounts due directly to its
staff in connection with the AGREEMENT. CONSULTANT shall be responsible
for hiring, review, and termination of its staff and shall be accountable for all
reports and obligations respecting them, such as social security, income tax
withholding, unemployment compensation, workers’ compensation and similar
matters.
15. NOTICES
All notices hereunder and communications regarding the interpretation of the
terms of this AGREEMENT, or changes thereto, shall be effected by delivery of
said notices in person or by depositing said notices in the U.S. mail, registered or
certified mail, return receipt requested, postage prepaid and addressed as follows:
ORANGE COUNTY SANITATION DISTRICT:
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Bill Gilbert, Project Manager
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CONSULTANT:
On-Site Technical Services, Inc.
12842 Valley View Suite 108
Garden Grove, CA 92845
Attention: Ron Coleman
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved
in writing by the SANITATION DISTRICT’s Project Manager prior to action from
the CONSULTANT.
16. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time,
without cause, upon giving thirty (30) days written notice to CONSULTANT. In
the event of such termination, CONSULTANT shall be entitled to compensation
for work performed on a prorated basis through and including the effective date
of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30)
days written notice only if CONSULTANT is not compensated for billed amounts
in accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the
address listed above.
17. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of
the SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study
materials in its files pertaining to the work described in this AGREEMENT, which
is requested in writing by the SANITATION DISTRICT.
18. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays
employees not less than the minimum wage as defined by law, and that it does
not discriminate in its employment with regard to race, color, religion, sex or
national origin; that it is in compliance with all federal, state and local directives
and executive orders regarding non-discrimination in employment; and that it
agrees to demonstrate positively and aggressively the principle of equal
opportunity in employment.
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19. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each
individual executing this document by and on behalf of each Party is a person
duly authorized to execute this AGREEMENT for that Party.
20. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service (“JAMS”), or
similar organization or entity conducting alternate dispute resolution services.
21. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative
Dispute Resolution (ADR) is necessary to enforce or interpret the terms of this
AGREEMENT, the prevailing party shall be entitled to reasonable attorney's fees,
costs and necessary disbursements in addition to any other relief to which he
may be entitled.
22. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted
industry and professional standards. If, within the 12-month period following
completion of its services, the SANITATION DISTRICT informs CONSULTANT
that any part of the services fails to meet those standards, CONSULTANT shall,
within the time prescribed by the SANITATION DISTRICT, take all such actions
as are necessary to correct or complete the noted deficiency(ies).
23. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld),
protect and hold harmless the SANITATION DISTRICT and all of SANITATION
DISTRICT’s officers, directors, employees, CONSULTANT’s, and agents
(collectively the “Indemnified Parties”), from and against any and all claims,
damages, liabilities, causes of action, suits, arbitration awards, losses,
judgments, fines, penalties, costs and expenses (including, without limitation,
attorneys’ fees, disbursements and court costs, and all other professional, expert
or CONSULTANT’s fees and costs and the SANITATION DISTRICT’s general
and administrative expenses; individually, a “Claim”; collectively, “Claims”) which
may arise from or are in any manner related, directly or indirectly, to any work
performed, or any operations, activities, or services provided by CONSULTANT
in carrying out its obligations under this AGREEMENT to the extent of the
negligent, recklessness and/or willful misconduct of CONSULTANT, its
principals, officers, agents, employees, CONSULTANT’s suppliers,
PSA -15- PSA2019-001
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CONSULTANT, Subconsultants, subcontractors, and/or anyone employed
directly or indirectly by any of them, regardless of any contributing negligence or
strict liability of an Indemnified Party. Notwithstanding the foregoing, nothing
herein shall be construed to require CONSULTANT to indemnify the Indemnified
Parties from any Claim arising solely from:
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
(C) the independent action of a third party who is neither one of the Indemnified
Parties nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to
the fullest extent permitted by law, indemnify the Indemnified Parties, from
Claims arising from more than one cause if any such cause taken alone would
otherwise result in the obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any
liability CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no
circumstances shall the insurance requirements and limits set forth in this
AGREEMENT be construed to limit CONSULTANT’s indemnification obligation
or other liability hereunder. The terms of this AGREEMENT are contractual and
the result of negotiation between the parties hereto. Accordingly, any rule of
construction of contracts (including, without limitation, California Civil Code
Section 1654) that ambiguities are to be construed against the drafting party,
shall not be employed in the interpretation of this AGREEMENT.
24. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty
to indemnify and such duty to defend shall exist regardless of any ultimate liability
of CONSULTANT and shall be consistent with Civil Code section 2782.8. Such
defense obligation shall arise immediately upon presentation of a Claim by any
person if, without regard to the merit of the Claim, such Claim could potentially
result in an obligation to indemnify one or more Indemnified Parties, and upon
written notice of such Claim being provided to CONSULTANT. Payment to
CONSULTANT by any Indemnified Party or the payment or advance of defense
costs by any Indemnified Party shall not be a condition precedent to enforcing
such Indemnified Party’s rights to indemnification hereunder. In the event a final
judgment, arbitration, award, order, settlement, or other final resolution expressly
determines that the claim did not arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the CONSULTANT, to any
extent, then the DISTRICT will reimburse CONSULTANT for the reasonable costs
of defending the Indemnified Parties against such claims.
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CONSULTANT’S indemnification obligation hereunder shall survive the
expiration or earlier termination of this AGREEMENT until such time as action
against the Indemnified Parties for such matter indemnified hereunder is fully and
finally barred by the applicable statute of limitations.
25. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT
policies and procedures including the OCSD Safety Standards, as applicable, all
of which may be amended from time to time.
26. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT
between the Parties and supersedes all previous negotiations between them
pertaining to the subject matter thereof.
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IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
David John Shawver Date
Board Chairman
By_________________________________
Kelly A. Lore Date
Clerk of the Board
ON-SITE TECHNICAL SERVICES, INC.
By_________________________________
Date
By_________________________________
Date
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
ATTACHMENTS:
Attachment “A” Scope of Work
Attachment “D” Fee Schedule Form
Attachment “J” OCSD Safety Standards
Attachment “K” Allowable Direct Costs
CM:ms
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 1st day of May,
2019, by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter
referred to as "SANITATION DISTRICT", and CORRPRO COMPANIES, INC., for
purposes of this AGREEMENT hereinafter referred to as "CONSULTANT". The
SANITATION DISTRICT and CONSULTANT are referred to herein collectively as the
"Parties" or individually as a "Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a consultant to provide
Professional Services for Coating Inspection and Corrosion Testing Services for the
Sanitation District’s Capital Improvement Program, Facilities Engineering, Operations,
and Maintenance Projects, PSA2019-001; and
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which
will result to the parties in carrying out the terms of this AGREEMENT, it is mutually
agreed as follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional and technical services to
accomplish those project elements outlined in the Scope of Work attached hereto as
"Attachment A", and by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of all tests, inspections, reports,
and other services furnished by the CONSULTANT under this AGREEMENT,
including the work performed by its Subconsultants and/or Subcontractors.
Where approval by the SANITATION DISTRICT is indicated, it is understood to
be conceptual approval only and does not relieve the CONSULTANT of
responsibility for complying with all applicable laws, regulations, codes, industry
standards and liability for damages caused by errors, omissions, noncompliance
with industry standards, and/or negligence on the part of the CONSULTANT or
its Subconsultants and/or Subcontractors.
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B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness.
C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its tests, inspections, reports or other services within
the timeframe specified by the Project Manager. The SANITATION DISTRICT
may charge to CONSULTANT all costs, expenses and damages associated with
any such corrections or revisions.
D. All professional services performed by the CONSULTANT, including, but not
limited to, all drafts, data, correspondence, proposals, tests, inspections, reports,
and estimates compiled or composed by the CONSULTANT, pursuant to this
AGREEMENT, are for the sole use of the SANITATION DISTRICT, its agents
and employees. Neither the documents nor their contents shall be released to
any third party without the prior written consent of the SANITATION DISTRICT.
This provision does not apply to information that (a) was publicly known, or
otherwise known to the CONSULTANT, at the time that it was disclosed to the
CONSULTANT by the SANITATION DISTRICT, or (b) subsequently becomes
publicly known to the CONSULTANT other than through disclosure by the
SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
A. Total Compensation
Total compensation shall be in an amount not to exceed Two Hundred Thousand
Dollars ($200,000), over a three (3) year period. The SANITATION DISTRICT will
compensate the CONSULTANT for the services provided according to the unit
prices and/or hourly rates, as applicable, for the items included in Attachment “D”
Fee Schedule. Each unit price and/or hourly rate represents all costs for
performing the Work, including but not limited to technician labor, driving time,
vehicles, equipment and materials, equipment calibration, overhead, profit, report
writing, office reviews and supervision, and other miscellaneous charges.
B. Other Direct Costs
Refer to attachment “K” Allowable Direct Costs for payment information.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right
to approve a reallocation of the incremental amounts constituting the Total
Compensation, provided that the Total Compensation is not increased.
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4. PAYMENT
A. CONSULTANT will submit monthly or periodic statements, separately for each
project or Task, covering services and/or work performed no later than the
second Wednesday of the following month and in the format required by the
SANITATION DISTRICT, to request payment. Such requests shall be based
upon the amount and value of the work and services performed by
CONSULTANT under this Agreement and shall be prepared by CONSULTANT
and accompanied by such supporting data, including:
Tasks completed, identified by the Task number assigned to each Task.
Detailed breakdown of all costs incurred per task performed, and all back-up
documentation for each Task.
Copy of the daily notes or tasks including the signature of the SANITATION
DISTRICT’s Inspector approving the day’s work.
Running total of services billed, services paid, services billed but not paid,
and the amount of the contract remaining.
B. CONSULTANT shall warrant and certify the accuracy of these costs and provide
all support documentation required by the SANITATION DISTRICT.
CONSULTANT understands that submitted costs are subject to Audit Provisions
stated herein below.
C. Upon approval of such payment request by the SANITATION DISTRICT,
payment shall be made to CONSULTANT as soon as practicable of one hundred
percent (100%) of the invoiced amount on a unit price or hourly rate basis per
task order.
D. If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each task order.
E. The SANITATION DISTRICT may, at the discretion of the Director of
Engineering, retain an amount equal to that which insures that the total amount
paid to that date does not exceed the percentage of the completed work for each
task order.
F. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work, including any retained percentages relating to this
portion of the work.
G. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
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CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
H. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
I. A CONSULTANT, Subconsultant or Subcontractor shall be deemed to have
submitted a false claim when the CONSULTANT, Subconsultant or
Subcontractor: (a) knowingly presents or causes to be presented to an officer or
employee of the SANITATION DISTRICT a false claim or request for payment or
approval; (b) knowingly makes, uses, or causes to be made or used a false
record or statement to get a false claim paid or approved by the SANITATION
DISTRICT; (c) conspires to defraud the SANITATION DISTRICT by getting a
false claim allowed or paid by the SANITATION DISTRICT; (d) knowingly makes,
uses, or causes to be made or used a false record or statement to conceal,
avoid, or decrease an obligation to the SANITATION DISTRICT; or (e) is a
beneficiary of an inadvertent submission of a false claim to the SANITATION
DISTRICT, and fails to disclose the false claim to the SANITATION DISTRICT
within a reasonable time after discovery of the false claim.
J. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services under
this Agreement will exceed seventy-five percent (75%) of the not-to-exceed
amount of the Agreement, including approved additional compensation,
CONSULTANT shall notify the SANITATION DISTRICT immediately, and in
writing. This written notice shall indicate the additional amount necessary to
complete the services. Any cost incurred in excess of the approved not-to-exceed
amount, without the express written consent of the SANITATION DISTRICT’s
authorized representative shall be at CONSULTANT’s own risk. This written
notice shall be provided separately from, and in addition to any notification
requirements contained in the CONSULTANT’s requests for payment. Failure to
notify the SANITATION DISTRICT that the services cannot be completed within
the authorized not-to-exceed amount is a material breach of this Agreement.
5. PREVAILING WAGES
To the extent CONSULTANT and its Subconsultant(s) and/or Subcontractor(s) intends
to utilize employees who will perform work during the contract, as more specifically
defined under Labor Code Section 1720, CONSULTANT and its Subconsultant(s) and/or
Subcontractor(s) shall be subject to prevailing wage requirements with respect to such
employees.
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6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR)
REGISTRATION AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees, Subconsultants and/or Subcontractors
who will perform Work during the design and preconstruction phases of a
construction contract for which Prevailing Wage Determinations have been issued
by the DIR and as more specifically defined under Labor Code Section 1720 et
seq, CONSULTANT and Subconsultants shall comply with the registration
requirements of Labor Code Section 1725.5. Pursuant to Labor Code Section
1771.4, the Work is subject to compliance monitoring and enforcement by the DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulation Section 16461(3).
7. AGREEMENT TERM
The services provided under this AGREEMENT shall be for the period of three (3) years,
commencing on May 1, 2019 and continuing through April 30, 2022.
8. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to
tests, inspections, reports, original plans, studies, sketches, drawings, computer
printouts, disk files, and electronic copies prepared in connection with or related
to the Scope of Work or Professional Services, shall be the property of the
SANITATION DISTRICT. The SANITATION DISTRICT’s ownership of these
documents includes use of, reproduction or reuse of and all incidental rights,
whether or not the work for which they were prepared has been performed. The
SANITATION DISTRICT ownership entitlement arises upon payment or any
partial payment for work performed and includes ownership of any and all work
product completed prior to that payment. This Section shall apply whether the
CONSULTANT’s Professional Services are terminated: a) by the completion of
the AGREEMENT, or b) in accordance with other provisions of this
AGREEMENT. Notwithstanding any other provision of this paragraph or
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AGREEMENT, the CONSULTANT shall have the right to make copies of all such
tests, inspections, reports, plans, studies, sketches, drawings, computer printouts
and disk files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the tests, inspections, reports, plans or deliverables where
the subsequent changes or uses are not authorized or approved by
CONSULTANT, provided that the service rendered by CONSULTANT was not a
proximate cause of the damage.
9. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution
shall occur within twenty (20) days of written notice to
CONSULTANT, by the SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work
under this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT,
including the period of warranty, Commercial General Liability Insurance
written on an occurrence basis providing the following minimum limits of
liability coverage: Two Million Dollars ($2,000,000) per occurrence with
Two Million Dollars ($2,000,000) aggregate. Said insurance shall include
coverage for the following hazards: Premises-Operations, blanket
contractual liability (for this AGREEMENT), products liability/completed
operations (including any product manufactured or assembled), broad
form property damage, blanket contractual liability, independent
contractors liability, personal and advertising injury, mobile equipment,
owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will
not be accepted in lieu of the actual additional insured endorsement(s). If
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requested by SANITATION DISTRICT and applicable, XCU coverage
(Explosion, Collapse and Underground) and Riggers/On Hook Liability
must be included in the General Liability policy and coverage must be
reflected on the submitted Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single
policy of primary insurance or a combination of policies of primary and
umbrella excess coverage. Umbrella excess liability coverage shall be
issued with limits of liability which, when combined with the primary
insurance, will equal the minimum limits for general liability and
automotive liability.
D. Automotive/Vehicle liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability
Insurance on a comprehensive form covering all owned, non-owned, and
hired automobiles, trucks, and other vehicles providing the following
minimum limits of liability coverage: Combined single limit of One Million
Dollars ($1,000,000) or alternatively, One Million Dollars ($1,000,000) per
person for bodily injury and One Million Dollars ($1,000,000) per accident
for property damage. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of One Mllion Dollars ($1,000,000) in form
acceptable to the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance
as required by the Labor Code of the State of California in the amount of
the statutory limit, including Employer’s Liability Insurance with a minimum
limit of One Million Dollars ($1,000,000) per occurrence. Such Worker’s
Compensation Insurance shall be endorsed to provide for a waiver of
subrogation in favor of the SANITATION DISTRICT. A statement on an
insurance certificate will not be accepted in lieu of the actual
endorsements unless the insurance carrier is State of California Insurance
Fund and the identifier “SCIF” and endorsement numbers 2570 and 2065
are referenced on the certificate of insurance. If an exposure to Jones Act
liability may exist, the insurance required herein shall include coverage for
Jones Act claims.
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G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term
of this AGREEMENT, standard industry form professional negligence
errors and omissions insurance coverage in an amount of not less than
One Million Dollars ($1,000,000) with limits in accordance with the
provisions of this Paragraph. If the policy of insurance is written on a
“claims made” basis, said policy shall be continued in full force and effect
at all times during the term of this AGREEMENT, and for a period of five
(5) years from the date of the completion of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT
shall obtain continuing insurance coverage for the prior acts or omissions
of CONSULTANT during the course of performing services under the term
of this AGREEMENT. Said coverage shall be evidenced by either a new
policy evidencing no gap in coverage or by separate extended “tail”
coverage with the present or new carrier.
In the event the present policy of insurance is written on an “occurrence”
basis, said policy shall be continued in full force and effect during the term
of this AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said
policy during this period, new coverage shall be obtained for the required
period to insure for the prior acts of CONSULTANT during the course of
performing services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate
of insurance in a form acceptable to the SANITATION DISTRICT
indicating the deductible or self-retention amounts and the expiration date
of said policy, and shall provide renewal certificates not less than ten (10)
days prior to the expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said
policies and endorsements shall conform to the requirements herein
stated. All certificates and endorsements are to be received and approved
by the SANITATION DISTRICT before work commences. The
SANITATION DISTRICT reserves the right to require complete, certified
copies of all required insurance policies, including endorsements, effecting
the coverage required, at any time. The following are approved forms that
must be submitted as proof of coverage:
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Certificate of
Insurance
ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements
must be submitted for approval by the
SANITATION DISTRICT, and the
SANITATION DISTRICT may reject
alternatives that provide different or less
coverage to the SANITATION DISTRICT.
Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for
the SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that
coverage shall not be cancelled by either party, except after thirty (30)
days’ prior written notice. The Cancellation Section of ACORD Form 25
(5/2010) shall state the required thirty (30) days’ written notification. The
policy shall not terminate, nor shall it be cancelled, nor the coverage
reduced until thirty (30) days after written notice is given to the
SANITATION DISTRICT except for nonpayment of premium, which shall
require not less than ten (10) days written notice to the SANITATION
DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance
broker/agent shall send to the SANITATION DISTRICT a certified letter
which includes a description of the changes in coverage and/or any
increase in deductible or SIR amounts. The certified letter must be sent to
the attention of Risk Management, Div. 260, and shall be received by the
SANITATION DISTRICT not less than thirty (30) days prior to the effective
date of the change(s) if the change would reduce coverage or increase
deductibles or SIR amounts or otherwise reduce or limit the scope of
insurance coverage provided to the SANITATION DISTRICT.
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J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause.
Any other insurance maintained by the SANITATION DISTRICT shall be
excess and not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor
shall it limit the indemnification provision contained in this AGREEMENT,
or the extent to which CONSULTANT may be held responsible for
payment of damages to persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles
and/or self-insured retentions require approval by the SANITATION
DISTRICT. At the option of the SANITATION DISTRICT, either: the
insurer shall reduce or eliminate such deductible or self-insured retention
as respects the SANITATION DISTRICT; or the CONSULTANT shall
provide a financial guarantee satisfactory to the SANITATION DISTRICT
guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
N. Defense Costs
Liability policies shall have a provision that defense costs for all insureds
and additional insureds are paid in addition to and do not deplete any
policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance
requirements for any Subconsultant hired by the CONSULTANT. The
insurance shall be in amounts and types reasonably sufficient to deal with
the risk of loss involving the Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown
above, then SANITATION DISTRICT requires and shall be entitled to
coverage for the higher limits maintained by CONSULTANT.
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10. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed
Project, as requested by the SANITATION DISTRICT, the Parties hereto shall
execute an Amendment to this AGREEMENT setting forth with particularity all
terms of the new AGREEMENT, including, but not limited to any additional
CONSULTANT's fees.
11. PROJECT TEAM AND SUBCONSULTANTS AND SUBCONTRACTORS
CONSULTANT shall provide to SANITATION DISTRICT, prior to execution of
this AGREEMENT, the names and full description of all Subconsultants,
Subcontractors and CONSULTANT’s project team members anticipated to be
used on this Project under this AGREEMENT by CONSULTANT.
CONSULTANT shall include a description of the work and services to be done by
each Subconsultant, Subcontractor and each of CONSULTANT’s Project team
member. CONSULTANT shall include the respective compensation amounts for
CONSULTANT and each Subconsultant and/or Subcontractor, broken down as
indicated in Section 2 - COMPENSATION.
There shall be no substitution of the listed Subconsultants, Subcontractors and
CONSULTANT’s project team members without prior written approval by the
SANITATION DISTRICT.
12. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants and/or Subcontractors are
comprised of registered engineers and a staff of specialists and draftsmen in
each department. The firm itself is not a registered engineer but represents and
agrees that wherever, in the performance of this AGREEMENT, the services of a
registered engineer is required, such services hereunder will be performed under
the direct supervision of registered engineers who are registered in California.
13. AUDIT PROVISIONS.
A. SANITATION DISTRICT retains the reasonable right to access, review,
examine, and audit, any and all books, records, documents and any other
evidence of procedures and practices that the SANITATION DISTRICT
determines are necessary to discover and verify that the CONSULTANT is
in compliance with all requirements under this AGREEMENT. The
CONSULTANT shall include the SANITATION DISTRICT’s right as
described above, in any and all of their subcontracts, and shall ensure that
these rights are binding upon all Subconsultants.
B. SANITATION DISTRICT retains the right to examine CONSULTANT’s
books, records, documents and any other evidence of procedures and
practices that the SANITATION DISTRICT determines are necessary to
discover and verify all direct and indirect costs, of whatever nature, which
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are claimed to have been incurred, or anticipated to be incurred or to
ensure CONSULTANT’s compliance with all requirements under this
AGREEMENT during the term of this AGREEMENT and for a period of
three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in
accordance with generally accepted industry standard practices and the
SANITATION DISTRICT’s policy. The CONSULTANT shall make
available to the SANITATION DISTRICT for review and audit, all project
related accounting records and documents, and any other financial data
within 15 days after receipt of notice from the SANITATION DISTRICT.
Upon SANITATION DISTRICT’s request, the CONSULTANT shall submit
exact duplicates of originals of all requested records to the SANITATION
DISTRICT. If an audit is performed, CONSULTANT shall ensure that a
qualified employee of the CONSULTANT will be available to assist
SANITATION DISTRICT’s auditor in obtaining all Project related
accounting records and documents, and any other financial data.
14. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent
contractor and nothing herein shall be deemed to transform CONSULTANT, its
staff, independent contractors, or Subconsultants and/or Subcontractors into
employees of the SANITATION DISTRICT. CONSULTANT’S staff performing
services under the AGREEMENT shall at all times be employees and/or
independent contractors of CONSULTANT. CONSULTANT shall monitor and
control its staff and pay wages, salaries, and other amounts due directly to its
staff in connection with the AGREEMENT. CONSULTANT shall be responsible
for hiring, review, and termination of its staff and shall be accountable for all
reports and obligations respecting them, such as social security, income tax
withholding, unemployment compensation, workers’ compensation and similar
matters.
15. NOTICES
All notices hereunder and communications regarding the interpretation of the
terms of this AGREEMENT, or changes thereto, shall be effected by delivery of
said notices in person or by depositing said notices in the U.S. mail, registered or
certified mail, return receipt requested, postage prepaid and addressed as follows:
ORANGE COUNTY SANITATION DISTRICT:
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Bill Gilbert, Project Manager
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CONSULTANT:
Corrpro Companies, Inc.
10260 Matern Place
Santa Fe Springs, CA 90670
Attention: Mike Prosperi
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved
in writing by the SANITATION DISTRICT’s Project Manager prior to action from
the CONSULTANT.
16. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time,
without cause, upon giving thirty (30) days written notice to CONSULTANT. In
the event of such termination, CONSULTANT shall be entitled to compensation
for work performed on a prorated basis through and including the effective date
of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30)
days written notice only if CONSULTANT is not compensated for billed amounts
in accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the
address listed above.
17. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of
the SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study
materials in its files pertaining to the work described in this AGREEMENT, which
is requested in writing by the SANITATION DISTRICT.
18. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays
employees not less than the minimum wage as defined by law, and that it does
not discriminate in its employment with regard to race, color, religion, sex or
national origin; that it is in compliance with all federal, state and local directives
and executive orders regarding non-discrimination in employment; and that it
agrees to demonstrate positively and aggressively the principle of equal
opportunity in employment.
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19. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each
individual executing this document by and on behalf of each Party is a person
duly authorized to execute this AGREEMENT for that Party.
20. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service (“JAMS”), or
similar organization or entity conducting alternate dispute resolution services.
21. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative
Dispute Resolution (ADR) is necessary to enforce or interpret the terms of this
AGREEMENT, the prevailing party shall be entitled to reasonable attorney's fees,
costs and necessary disbursements in addition to any other relief to which he
may be entitled.
22. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted
industry and professional standards. If, within the 12-month period following
completion of its services, the SANITATION DISTRICT informs CONSULTANT
that any part of the services fails to meet those standards, CONSULTANT shall,
within the time prescribed by the SANITATION DISTRICT, take all such actions
as are necessary to correct or complete the noted deficiency(ies).
23. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld),
protect and hold harmless the SANITATION DISTRICT and all of SANITATION
DISTRICT’s officers, directors, employees, CONSULTANT’s, and agents
(collectively the “Indemnified Parties”), from and against any and all claims,
damages, liabilities, causes of action, suits, arbitration awards, losses,
judgments, fines, penalties, costs and expenses (including, without limitation,
attorneys’ fees, disbursements and court costs, and all other professional, expert
or CONSULTANT’s fees and costs and the SANITATION DISTRICT’s general
and administrative expenses; individually, a “Claim”; collectively, “Claims”) which
may arise from or are in any manner related, directly or indirectly, to any work
performed, or any operations, activities, or services provided by CONSULTANT
in carrying out its obligations under this AGREEMENT to the extent of the
negligent, recklessness and/or willful misconduct of CONSULTANT, its
principals, officers, agents, employees, CONSULTANT’s suppliers,
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CONSULTANT, Subconsultants, subcontractors, and/or anyone employed
directly or indirectly by any of them, regardless of any contributing negligence or
strict liability of an Indemnified Party. Notwithstanding the foregoing, nothing
herein shall be construed to require CONSULTANT to indemnify the Indemnified
Parties from any Claim arising solely from:
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
(C) the independent action of a third party who is neither one of the Indemnified
Parties nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to
the fullest extent permitted by law, indemnify the Indemnified Parties, from
Claims arising from more than one cause if any such cause taken alone would
otherwise result in the obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any
liability CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no
circumstances shall the insurance requirements and limits set forth in this
AGREEMENT be construed to limit CONSULTANT’s indemnification obligation
or other liability hereunder. The terms of this AGREEMENT are contractual and
the result of negotiation between the parties hereto. Accordingly, any rule of
construction of contracts (including, without limitation, California Civil Code
Section 1654) that ambiguities are to be construed against the drafting party,
shall not be employed in the interpretation of this AGREEMENT.
24. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty
to indemnify and such duty to defend shall exist regardless of any ultimate liability
of CONSULTANT and shall be consistent with Civil Code section 2782.8. Such
defense obligation shall arise immediately upon presentation of a Claim by any
person if, without regard to the merit of the Claim, such Claim could potentially
result in an obligation to indemnify one or more Indemnified Parties, and upon
written notice of such Claim being provided to CONSULTANT. Payment to
CONSULTANT by any Indemnified Party or the payment or advance of defense
costs by any Indemnified Party shall not be a condition precedent to enforcing
such Indemnified Party’s rights to indemnification hereunder. In the event a final
judgment, arbitration, award, order, settlement, or other final resolution expressly
determines that the claim did not arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the CONSULTANT, to any
extent, then the DISTRICT will reimburse CONSULTANT for the reasonable costs
of defending the Indemnified Parties against such claims.
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CONSULTANT’S indemnification obligation hereunder shall survive the
expiration or earlier termination of this AGREEMENT until such time as action
against the Indemnified Parties for such matter indemnified hereunder is fully and
finally barred by the applicable statute of limitations.
25. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT
policies and procedures including the OCSD Safety Standards, as applicable, all
of which may be amended from time to time.
26. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT
between the Parties and supersedes all previous negotiations between them
pertaining to the subject matter thereof.
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IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
David John Shawver Date
Board Chairman
By_________________________________
Kelly A. Lore Date
Clerk of the Board
CORRPRO COMPANIES, INC.
By_________________________________
Date
By_________________________________
Date
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
ATTACHMENTS:
Attachment “A” Scope of Work
Attachment “D” Fee Schedule Form
Attachment “J” OCSD Safety Standards
Attachment “K” Allowable Direct Costs
CM:ms
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 1st day of May,
2019, by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter
referred to as "SANITATION DISTRICT", and CSI SERVICES, INC., for purposes of this
AGREEMENT hereinafter referred to as "CONSULTANT". The SANITATION
DISTRICT and CONSULTANT are referred to herein collectively as the "Parties" or
individually as a "Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a consultant to provide
Professional Services for Coating Inspection and Corrosion Testing Services for the
Sanitation District’s Capital Improvement Program, Facilities Engineering, Operations,
and Maintenance Projects, PSA2019-001; and
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which
will result to the parties in carrying out the terms of this AGREEMENT, it is mutually
agreed as follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional and technical services to
accomplish those project elements outlined in the Scope of Work attached hereto as
"Attachment A", and by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of all tests, inspections, reports,
and other services furnished by the CONSULTANT under this AGREEMENT,
including the work performed by its Subconsultants and/or Subcontractors.
Where approval by the SANITATION DISTRICT is indicated, it is understood to
be conceptual approval only and does not relieve the CONSULTANT of
responsibility for complying with all applicable laws, regulations, codes, industry
standards and liability for damages caused by errors, omissions, noncompliance
with industry standards, and/or negligence on the part of the CONSULTANT or
its Subconsultants and/or Subcontractors.
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B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness.
C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its tests, inspections, reports or other services within
the timeframe specified by the Project Manager. The SANITATION DISTRICT
may charge to CONSULTANT all costs, expenses and damages associated with
any such corrections or revisions.
D. All professional services performed by the CONSULTANT, including, but not
limited to, all drafts, data, correspondence, proposals, tests, inspections, reports,
and estimates compiled or composed by the CONSULTANT, pursuant to this
AGREEMENT, are for the sole use of the SANITATION DISTRICT, its agents
and employees. Neither the documents nor their contents shall be released to
any third party without the prior written consent of the SANITATION DISTRICT.
This provision does not apply to information that (a) was publicly known, or
otherwise known to the CONSULTANT, at the time that it was disclosed to the
CONSULTANT by the SANITATION DISTRICT, or (b) subsequently becomes
publicly known to the CONSULTANT other than through disclosure by the
SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
A. Total Compensation
Total compensation shall be in an amount not to exceed Two Hundred Thousand
Dollars ($200,000), over a three (3) year period. The SANITATION DISTRICT will
compensate the CONSULTANT for the services provided according to the unit
prices and/or hourly rates, as applicable, for the items included in Attachment “D”
Fee Schedule. Each unit price and/or hourly rate represents all costs for
performing the Work, including but not limited to technician labor, driving time,
vehicles, equipment and materials, equipment calibration, overhead, profit, report
writing, office reviews and supervision, and other miscellaneous charges.
B. Other Direct Costs
Refer to attachment “K” Allowable Direct Costs for payment information.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right
to approve a reallocation of the incremental amounts constituting the Total
Compensation, provided that the Total Compensation is not increased.
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4. PAYMENT
A. CONSULTANT will submit monthly or periodic statements, separately for each
project or Task, covering services and/or work performed no later than the
second Wednesday of the following month and in the format required by the
SANITATION DISTRICT, to request payment. Such requests shall be based
upon the amount and value of the work and services performed by
CONSULTANT under this Agreement and shall be prepared by CONSULTANT
and accompanied by such supporting data, including:
Tasks completed, identified by the Task number assigned to each Task.
Detailed breakdown of all costs incurred per task performed, and all back-up
documentation for each Task.
Copy of the daily notes or tasks including the signature of the SANITATION
DISTRICT’s Inspector approving the day’s work.
Running total of services billed, services paid, services billed but not paid,
and the amount of the contract remaining.
B. CONSULTANT shall warrant and certify the accuracy of these costs and provide
all support documentation required by the SANITATION DISTRICT.
CONSULTANT understands that submitted costs are subject to Audit Provisions
stated herein below.
C. Upon approval of such payment request by the SANITATION DISTRICT,
payment shall be made to CONSULTANT as soon as practicable of one hundred
percent (100%) of the invoiced amount on a unit price or hourly rate basis per
task order.
D. If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each task order.
E. The SANITATION DISTRICT may, at the discretion of the Director of
Engineering, retain an amount equal to that which insures that the total amount
paid to that date does not exceed the percentage of the completed work for each
task order.
F. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work, including any retained percentages relating to this
portion of the work.
G. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
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CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
H. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
I. A CONSULTANT, Subconsultant or Subcontractor shall be deemed to have
submitted a false claim when the CONSULTANT, Subconsultant or
Subcontractor: (a) knowingly presents or causes to be presented to an officer or
employee of the SANITATION DISTRICT a false claim or request for payment or
approval; (b) knowingly makes, uses, or causes to be made or used a false
record or statement to get a false claim paid or approved by the SANITATION
DISTRICT; (c) conspires to defraud the SANITATION DISTRICT by getting a
false claim allowed or paid by the SANITATION DISTRICT; (d) knowingly makes,
uses, or causes to be made or used a false record or statement to conceal,
avoid, or decrease an obligation to the SANITATION DISTRICT; or (e) is a
beneficiary of an inadvertent submission of a false claim to the SANITATION
DISTRICT, and fails to disclose the false claim to the SANITATION DISTRICT
within a reasonable time after discovery of the false claim.
J. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services under
this Agreement will exceed seventy-five percent (75%) of the not-to-exceed
amount of the Agreement, including approved additional compensation,
CONSULTANT shall notify the SANITATION DISTRICT immediately, and in
writing. This written notice shall indicate the additional amount necessary to
complete the services. Any cost incurred in excess of the approved not-to-exceed
amount, without the express written consent of the SANITATION DISTRICT’s
authorized representative shall be at CONSULTANT’s own risk. This written
notice shall be provided separately from, and in addition to any notification
requirements contained in the CONSULTANT’s requests for payment. Failure to
notify the SANITATION DISTRICT that the services cannot be completed within
the authorized not-to-exceed amount is a material breach of this Agreement.
5. PREVAILING WAGES
To the extent CONSULTANT and its Subconsultant(s) and/or Subcontractor(s) intends
to utilize employees who will perform work during the contract, as more specifically
defined under Labor Code Section 1720, CONSULTANT and its Subconsultant(s) and/or
Subcontractor(s) shall be subject to prevailing wage requirements with respect to such
employees.
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6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR)
REGISTRATION AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees, Subconsultants and/or Subcontractors
who will perform Work during the design and preconstruction phases of a
construction contract for which Prevailing Wage Determinations have been issued
by the DIR and as more specifically defined under Labor Code Section 1720 et
seq, CONSULTANT and Subconsultants shall comply with the registration
requirements of Labor Code Section 1725.5. Pursuant to Labor Code Section
1771.4, the Work is subject to compliance monitoring and enforcement by the DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulation Section 16461(3).
7. AGREEMENT TERM
The services provided under this AGREEMENT shall be for the period of three (3) years,
commencing on May 1, 2019 and continuing through April 30, 2022.
8. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to
tests, inspections, reports, original plans, studies, sketches, drawings, computer
printouts, disk files, and electronic copies prepared in connection with or related
to the Scope of Work or Professional Services, shall be the property of the
SANITATION DISTRICT. The SANITATION DISTRICT’s ownership of these
documents includes use of, reproduction or reuse of and all incidental rights,
whether or not the work for which they were prepared has been performed. The
SANITATION DISTRICT ownership entitlement arises upon payment or any
partial payment for work performed and includes ownership of any and all work
product completed prior to that payment. This Section shall apply whether the
CONSULTANT’s Professional Services are terminated: a) by the completion of
the AGREEMENT, or b) in accordance with other provisions of this
AGREEMENT. Notwithstanding any other provision of this paragraph or
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AGREEMENT, the CONSULTANT shall have the right to make copies of all such
tests, inspections, reports, plans, studies, sketches, drawings, computer printouts
and disk files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the tests, inspections, reports, plans or deliverables where
the subsequent changes or uses are not authorized or approved by
CONSULTANT, provided that the service rendered by CONSULTANT was not a
proximate cause of the damage.
9. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution
shall occur within twenty (20) days of written notice to
CONSULTANT, by the SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work
under this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT,
including the period of warranty, Commercial General Liability Insurance
written on an occurrence basis providing the following minimum limits of
liability coverage: Two Million Dollars ($2,000,000) per occurrence with
Two Million Dollars ($2,000,000) aggregate. Said insurance shall include
coverage for the following hazards: Premises-Operations, blanket
contractual liability (for this AGREEMENT), products liability/completed
operations (including any product manufactured or assembled), broad
form property damage, blanket contractual liability, independent
contractors liability, personal and advertising injury, mobile equipment,
owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will
not be accepted in lieu of the actual additional insured endorsement(s). If
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requested by SANITATION DISTRICT and applicable, XCU coverage
(Explosion, Collapse and Underground) and Riggers/On Hook Liability
must be included in the General Liability policy and coverage must be
reflected on the submitted Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single
policy of primary insurance or a combination of policies of primary and
umbrella excess coverage. Umbrella excess liability coverage shall be
issued with limits of liability which, when combined with the primary
insurance, will equal the minimum limits for general liability and
automotive liability.
D. Automotive/Vehicle liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability
Insurance on a comprehensive form covering all owned, non-owned, and
hired automobiles, trucks, and other vehicles providing the following
minimum limits of liability coverage: Combined single limit of One Million
Dollars ($1,000,000) or alternatively, One Million Dollars ($1,000,000) per
person for bodily injury and One Million Dollars ($1,000,000) per accident
for property damage. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of One Mllion Dollars ($1,000,000) in form
acceptable to the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance
as required by the Labor Code of the State of California in the amount of
the statutory limit, including Employer’s Liability Insurance with a minimum
limit of One Million Dollars ($1,000,000) per occurrence. Such Worker’s
Compensation Insurance shall be endorsed to provide for a waiver of
subrogation in favor of the SANITATION DISTRICT. A statement on an
insurance certificate will not be accepted in lieu of the actual
endorsements unless the insurance carrier is State of California Insurance
Fund and the identifier “SCIF” and endorsement numbers 2570 and 2065
are referenced on the certificate of insurance. If an exposure to Jones Act
liability may exist, the insurance required herein shall include coverage for
Jones Act claims.
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G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term
of this AGREEMENT, standard industry form professional negligence
errors and omissions insurance coverage in an amount of not less than
One Million Dollars ($1,000,000) with limits in accordance with the
provisions of this Paragraph. If the policy of insurance is written on a
“claims made” basis, said policy shall be continued in full force and effect
at all times during the term of this AGREEMENT, and for a period of five
(5) years from the date of the completion of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT
shall obtain continuing insurance coverage for the prior acts or omissions
of CONSULTANT during the course of performing services under the term
of this AGREEMENT. Said coverage shall be evidenced by either a new
policy evidencing no gap in coverage or by separate extended “tail”
coverage with the present or new carrier.
In the event the present policy of insurance is written on an “occurrence”
basis, said policy shall be continued in full force and effect during the term
of this AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said
policy during this period, new coverage shall be obtained for the required
period to insure for the prior acts of CONSULTANT during the course of
performing services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate
of insurance in a form acceptable to the SANITATION DISTRICT
indicating the deductible or self-retention amounts and the expiration date
of said policy, and shall provide renewal certificates not less than ten (10)
days prior to the expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said
policies and endorsements shall conform to the requirements herein
stated. All certificates and endorsements are to be received and approved
by the SANITATION DISTRICT before work commences. The
SANITATION DISTRICT reserves the right to require complete, certified
copies of all required insurance policies, including endorsements, effecting
the coverage required, at any time. The following are approved forms that
must be submitted as proof of coverage:
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Certificate of
Insurance
ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements
must be submitted for approval by the
SANITATION DISTRICT, and the
SANITATION DISTRICT may reject
alternatives that provide different or less
coverage to the SANITATION DISTRICT.
Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for
the SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that
coverage shall not be cancelled by either party, except after thirty (30)
days’ prior written notice. The Cancellation Section of ACORD Form 25
(5/2010) shall state the required thirty (30) days’ written notification. The
policy shall not terminate, nor shall it be cancelled, nor the coverage
reduced until thirty (30) days after written notice is given to the
SANITATION DISTRICT except for nonpayment of premium, which shall
require not less than ten (10) days written notice to the SANITATION
DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance
broker/agent shall send to the SANITATION DISTRICT a certified letter
which includes a description of the changes in coverage and/or any
increase in deductible or SIR amounts. The certified letter must be sent to
the attention of Risk Management, Div. 260, and shall be received by the
SANITATION DISTRICT not less than thirty (30) days prior to the effective
date of the change(s) if the change would reduce coverage or increase
deductibles or SIR amounts or otherwise reduce or limit the scope of
insurance coverage provided to the SANITATION DISTRICT.
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J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause.
Any other insurance maintained by the SANITATION DISTRICT shall be
excess and not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor
shall it limit the indemnification provision contained in this AGREEMENT,
or the extent to which CONSULTANT may be held responsible for
payment of damages to persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles
and/or self-insured retentions require approval by the SANITATION
DISTRICT. At the option of the SANITATION DISTRICT, either: the
insurer shall reduce or eliminate such deductible or self-insured retention
as respects the SANITATION DISTRICT; or the CONSULTANT shall
provide a financial guarantee satisfactory to the SANITATION DISTRICT
guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
N. Defense Costs
Liability policies shall have a provision that defense costs for all insureds
and additional insureds are paid in addition to and do not deplete any
policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance
requirements for any Subconsultant hired by the CONSULTANT. The
insurance shall be in amounts and types reasonably sufficient to deal with
the risk of loss involving the Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown
above, then SANITATION DISTRICT requires and shall be entitled to
coverage for the higher limits maintained by CONSULTANT.
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10. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed
Project, as requested by the SANITATION DISTRICT, the Parties hereto shall
execute an Amendment to this AGREEMENT setting forth with particularity all
terms of the new AGREEMENT, including, but not limited to any additional
CONSULTANT's fees.
11. PROJECT TEAM AND SUBCONSULTANTS AND SUBCONTRACTORS
CONSULTANT shall provide to SANITATION DISTRICT, prior to execution of
this AGREEMENT, the names and full description of all Subconsultants,
Subcontractors and CONSULTANT’s project team members anticipated to be
used on this Project under this AGREEMENT by CONSULTANT.
CONSULTANT shall include a description of the work and services to be done by
each Subconsultant, Subcontractor and each of CONSULTANT’s Project team
member. CONSULTANT shall include the respective compensation amounts for
CONSULTANT and each Subconsultant and/or Subcontractor, broken down as
indicated in Section 2 - COMPENSATION.
There shall be no substitution of the listed Subconsultants, Subcontractors and
CONSULTANT’s project team members without prior written approval by the
SANITATION DISTRICT.
12. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants and/or Subcontractors are
comprised of registered engineers and a staff of specialists and draftsmen in
each department. The firm itself is not a registered engineer but represents and
agrees that wherever, in the performance of this AGREEMENT, the services of a
registered engineer is required, such services hereunder will be performed under
the direct supervision of registered engineers who are registered in California.
13. AUDIT PROVISIONS.
A. SANITATION DISTRICT retains the reasonable right to access, review,
examine, and audit, any and all books, records, documents and any other
evidence of procedures and practices that the SANITATION DISTRICT
determines are necessary to discover and verify that the CONSULTANT is
in compliance with all requirements under this AGREEMENT. The
CONSULTANT shall include the SANITATION DISTRICT’s right as
described above, in any and all of their subcontracts, and shall ensure that
these rights are binding upon all Subconsultants.
B. SANITATION DISTRICT retains the right to examine CONSULTANT’s
books, records, documents and any other evidence of procedures and
practices that the SANITATION DISTRICT determines are necessary to
discover and verify all direct and indirect costs, of whatever nature, which
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are claimed to have been incurred, or anticipated to be incurred or to
ensure CONSULTANT’s compliance with all requirements under this
AGREEMENT during the term of this AGREEMENT and for a period of
three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in
accordance with generally accepted industry standard practices and the
SANITATION DISTRICT’s policy. The CONSULTANT shall make
available to the SANITATION DISTRICT for review and audit, all project
related accounting records and documents, and any other financial data
within 15 days after receipt of notice from the SANITATION DISTRICT.
Upon SANITATION DISTRICT’s request, the CONSULTANT shall submit
exact duplicates of originals of all requested records to the SANITATION
DISTRICT. If an audit is performed, CONSULTANT shall ensure that a
qualified employee of the CONSULTANT will be available to assist
SANITATION DISTRICT’s auditor in obtaining all Project related
accounting records and documents, and any other financial data.
14. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent
contractor and nothing herein shall be deemed to transform CONSULTANT, its
staff, independent contractors, or Subconsultants and/or Subcontractors into
employees of the SANITATION DISTRICT. CONSULTANT’S staff performing
services under the AGREEMENT shall at all times be employees and/or
independent contractors of CONSULTANT. CONSULTANT shall monitor and
control its staff and pay wages, salaries, and other amounts due directly to its
staff in connection with the AGREEMENT. CONSULTANT shall be responsible
for hiring, review, and termination of its staff and shall be accountable for all
reports and obligations respecting them, such as social security, income tax
withholding, unemployment compensation, workers’ compensation and similar
matters.
15. NOTICES
All notices hereunder and communications regarding the interpretation of the
terms of this AGREEMENT, or changes thereto, shall be effected by delivery of
said notices in person or by depositing said notices in the U.S. mail, registered or
certified mail, return receipt requested, postage prepaid and addressed as follows:
ORANGE COUNTY SANITATION DISTRICT:
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Bill Gilbert, Project Manager
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CONSULTANT:
CSI Services, Inc.
28477 Hidden Hill Drive
Santa Clarita, CA 91390
Attention: Patrick Sweeney
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved
in writing by the SANITATION DISTRICT’s Project Manager prior to action from
the CONSULTANT.
16. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time,
without cause, upon giving thirty (30) days written notice to CONSULTANT. In
the event of such termination, CONSULTANT shall be entitled to compensation
for work performed on a prorated basis through and including the effective date
of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30)
days written notice only if CONSULTANT is not compensated for billed amounts
in accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the
address listed above.
17. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of
the SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study
materials in its files pertaining to the work described in this AGREEMENT, which
is requested in writing by the SANITATION DISTRICT.
18. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays
employees not less than the minimum wage as defined by law, and that it does
not discriminate in its employment with regard to race, color, religion, sex or
national origin; that it is in compliance with all federal, state and local directives
and executive orders regarding non-discrimination in employment; and that it
agrees to demonstrate positively and aggressively the principle of equal
opportunity in employment.
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19. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each
individual executing this document by and on behalf of each Party is a person
duly authorized to execute this AGREEMENT for that Party.
20. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service (“JAMS”), or
similar organization or entity conducting alternate dispute resolution services.
21. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative
Dispute Resolution (ADR) is necessary to enforce or interpret the terms of this
AGREEMENT, the prevailing party shall be entitled to reasonable attorney's fees,
costs and necessary disbursements in addition to any other relief to which he
may be entitled.
22. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted
industry and professional standards. If, within the 12-month period following
completion of its services, the SANITATION DISTRICT informs CONSULTANT
that any part of the services fails to meet those standards, CONSULTANT shall,
within the time prescribed by the SANITATION DISTRICT, take all such actions
as are necessary to correct or complete the noted deficiency(ies).
23. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld),
protect and hold harmless the SANITATION DISTRICT and all of SANITATION
DISTRICT’s officers, directors, employees, CONSULTANT’s, and agents
(collectively the “Indemnified Parties”), from and against any and all claims,
damages, liabilities, causes of action, suits, arbitration awards, losses,
judgments, fines, penalties, costs and expenses (including, without limitation,
attorneys’ fees, disbursements and court costs, and all other professional, expert
or CONSULTANT’s fees and costs and the SANITATION DISTRICT’s general
and administrative expenses; individually, a “Claim”; collectively, “Claims”) which
may arise from or are in any manner related, directly or indirectly, to any work
performed, or any operations, activities, or services provided by CONSULTANT
in carrying out its obligations under this AGREEMENT to the extent of the
negligent, recklessness and/or willful misconduct of CONSULTANT, its
principals, officers, agents, employees, CONSULTANT’s suppliers,
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CONSULTANT, Subconsultants, subcontractors, and/or anyone employed
directly or indirectly by any of them, regardless of any contributing negligence or
strict liability of an Indemnified Party. Notwithstanding the foregoing, nothing
herein shall be construed to require CONSULTANT to indemnify the Indemnified
Parties from any Claim arising solely from:
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
(C) the independent action of a third party who is neither one of the Indemnified
Parties nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to
the fullest extent permitted by law, indemnify the Indemnified Parties, from
Claims arising from more than one cause if any such cause taken alone would
otherwise result in the obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any
liability CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no
circumstances shall the insurance requirements and limits set forth in this
AGREEMENT be construed to limit CONSULTANT’s indemnification obligation
or other liability hereunder. The terms of this AGREEMENT are contractual and
the result of negotiation between the parties hereto. Accordingly, any rule of
construction of contracts (including, without limitation, California Civil Code
Section 1654) that ambiguities are to be construed against the drafting party,
shall not be employed in the interpretation of this AGREEMENT.
24. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty
to indemnify and such duty to defend shall exist regardless of any ultimate liability
of CONSULTANT and shall be consistent with Civil Code section 2782.8. Such
defense obligation shall arise immediately upon presentation of a Claim by any
person if, without regard to the merit of the Claim, such Claim could potentially
result in an obligation to indemnify one or more Indemnified Parties, and upon
written notice of such Claim being provided to CONSULTANT. Payment to
CONSULTANT by any Indemnified Party or the payment or advance of defense
costs by any Indemnified Party shall not be a condition precedent to enforcing
such Indemnified Party’s rights to indemnification hereunder. In the event a final
judgment, arbitration, award, order, settlement, or other final resolution expressly
determines that the claim did not arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the CONSULTANT, to any
extent, then the DISTRICT will reimburse CONSULTANT for the reasonable costs
of defending the Indemnified Parties against such claims.
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CONSULTANT’S indemnification obligation hereunder shall survive the
expiration or earlier termination of this AGREEMENT until such time as action
against the Indemnified Parties for such matter indemnified hereunder is fully and
finally barred by the applicable statute of limitations.
25. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT
policies and procedures including the OCSD Safety Standards, as applicable, all
of which may be amended from time to time.
26. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT
between the Parties and supersedes all previous negotiations between them
pertaining to the subject matter thereof.
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IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
David John Shawver Date
Board Chairman
By_________________________________
Kelly A. Lore Date
Clerk of the Board
CSI SERVICES, INC.
By_________________________________
Date
By_________________________________
Date
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
ATTACHMENTS:
Attachment “A” Scope of Work
Attachment “D” Fee Schedule Form
Attachment “J” OCSD Safety Standards
Attachment “K” Allowable Direct Costs
CM:ms
Page 1 of 3
OPERATIONS COMMITTEE Meeting Date 02/06/19 To Bd. of Dir. 02/27/19
AGENDA REPORT Item Number 3 Item Number
Orange County Sanitation District FROM: James D. Herberg, General Manager Originator: Rob Thompson, Assistant General Manager SUBJECT: SURVEYING SERVICES
GENERAL MANAGER'S RECOMMENDATION Approve Professional Services Agreements to provide on-call Surveying Services for Collection System and Treatment Plant projects, PSA2019-002, for a three-year period
effective May 1, 2019, for an amount not to exceed $200,000 per individual agreement ($800,000 total) with the following four firms:
• Michael Baker International, Inc.
• Stantec Consulting Services, Inc.
• D. Woolley & Associates, Inc.
• Bush and Associates, Inc.
BACKGROUND
The Orange County Sanitation District (Sanitation District) uses outside specialty
Consultants for on-call surveying services in support of the Capital Improvement
Program, Small Construction Projects, and Maintenance Projects during the planning, design, and construction of facilities both inside the plants and for the collection systems. RELEVANT STANDARDS
• Ensure the public’s money is wisely spent
PROBLEM
The Sanitation District has a need for on-call surveying services. Currently, the Sanitation District has contracts with four firms that provide these services. The current contracts are expiring and a Request for Proposal (RFP) was issued to provide continuance of
these services. PROPOSED SOLUTION The Sanitation District advertised a RFP on August 7, 2018 and seven proposals were
received. Based on the Sanitation District’s standard evaluation process and pursuant to
government codes, staff recommends approval of the Professional Services Agreements with Michael Baker International, Inc.; Stantec Consulting Services, Inc.; D. Woolley & Associates, Inc.; and Bush and Associates, Inc.
Page 2 of 3
TIMING CONCERNS The current contracts will be expiring and the budgets expended. Delaying the new
contracts will prevent the use of these services to support Collection System and
Treatment Plant projects. RAMIFICATIONS OF NOT TAKING ACTION
Increased risk in construction quality concerns and code compliance in supporting the
Capital Improvement Program, Small Construction Projects, and Maintenance Projects. PRIOR COMMITTEE/BOARD ACTIONS
N/A ADDITIONAL INFORMATION The proposed Professional Services Agreements shall cover a three-year period. The
recommended contract amounts are based on average of the number and type of test
and inspections utilized over the past three years, and the anticipated needs going forward for the next three years. Staff will use these Consultants on an as-needed basis only. The total agreement cost is not guaranteed, nor is it paid to the Consultant if their services are not used.
Staff Evaluation of Proposals: The seven proposals received were evaluated on three predefined and equally weighted criteria:
1. Approach and Understanding of the Scope of Work 2. Staff Qualifications 3. Related Project Experience
The evaluation team reviewed and ranked the received proposals as follows: PROPOSAL EVALUATION SCORES
Proposer Rank
Michael Baker International 1
Stantec Consulting Services, Inc. 2 D. Woolley and Associates, Inc. 3 Bush and Associates, Inc. 4
PENCO Engineering 5
Fuscoe Engineering, Inc. 6
Hunsaker and Associates Irvine, Inc. 7
Page 3 of 3
The fee proposals for the top selected firms were opened on October 3, 2018 and the rates were reviewed for general conformance and found to be acceptable. Contracts are recommended to be awarded to Michael Baker International; Stantec Consulting
Services, Inc.; D. Woolley and Associates, Inc.; and Bush and Associates, Inc., each for
an amount not to exceed $200,000. CEQA
This is not a project as defined by the California Environmental Quality Act (CEQA),
therefore CEQA does not apply. FINANCIAL CONSIDERATIONS
This request complies with authority levels of the Sanitation District's Purchasing Ordinance. These funds are included in the individual project budgets that require these services. ATTACHMENT
The following attachment(s) may be viewed on-line at the OCSD website (www.ocsd.com) with the
complete agenda package:
• Professional Services Agreements
DF:TC:dm:gc
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 1st day of May,
2019, by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter
referred to as "SANITATION DISTRICT", and MICHAEL BAKER INTERNATIONAL,
INC., for purposes of this AGREEMENT hereinafter referred to as "CONSULTANT".
The SANITATION DISTRICT and CONSULTANT are referred to herein collectively as
the "Parties" or individually as a "Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a CONSULTANT for
Surveying Services for the SANITATION DISTRICT’s Capital Improvement Program,
Facilities Engineering, Operations, and Maintenance Projects, PSA2019-002; and,
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which
will result to the parties in carrying out the terms of this AGREEMENT, it is mutually
agreed as follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional and technical services to
accomplish those project elements outlined in the Scope of Work attached hereto as
"Attachment A", and by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of all tests, inspections, reports,
and other services furnished by the CONSULTANT under this AGREEMENT,
including the work performed by its Subconsultants and/or Subcontractors.
Where approval by the SANITATION DISTRICT is indicated, it is understood to
be conceptual approval only and does not relieve the CONSULTANT of
responsibility for complying with all applicable laws, regulations, codes, industry
standards and liability for damages caused by errors, omissions, noncompliance
with industry standards, and/or negligence on the part of the CONSULTANT or
its Subconsultants and/or Subcontractors.
B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness.
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C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its tests, inspections, reports or other services within
the timeframe specified by the Project Manager. The SANITATION DISTRICT
may charge to CONSULTANT all costs, expenses and damages associated with
any such corrections or revisions.
D. All professional services performed by the CONSULTANT, including, but not limited
to, all drafts, data, correspondence, proposals, tests, inspections, reports, and
estimates compiled or composed by the CONSULTANT, pursuant to this
AGREEMENT, are for the sole use of the SANITATION DISTRICT, its agents and
employees. Neither the documents nor their contents shall be released to any third
party without the prior written consent of the SANITATION DISTRICT. This
provision does not apply to information that (a) was publicly known, or otherwise
known to the CONSULTANT, at the time that it was disclosed to the CONSULTANT
by the SANITATION DISTRICT, or (b) subsequently becomes publicly known to the
CONSULTANT other than through disclosure by the SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
A. Total Compensation
Total compensation shall be in an amount not to exceed Two Hundred Thousand
Dollars ($200,000), over a three (3) year period. The SANITATION DISTRICT
will compensate the CONSULTANT for the services provided according to the
unit prices and/or hourly rates, as applicable, for the items included in
Attachment “D” Fee Schedule. Each unit price and/or hourly rate represents all
costs for performing the Work, including but not limited to technician labor,
driving time, vehicles, equipment and materials, equipment calibration, overhead,
profit, report writing, office reviews and supervision, and other miscellaneous
charges.
B. Other Direct Costs
Refer to attachment “K” Allowable Direct Costs for payment information.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right
to approve a reallocation of the incremental amounts constituting the Total
Compensation, provided that the Total Compensation is not increased.
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4. PAYMENT
A. CONSULTANT will submit monthly or periodic statements, separately for each
project or Task, covering services and/or work performed no later than the
second Wednesday of the following month and in the format required by the
SANITATION DISTRICT, to request payment. Such requests shall be based
upon the amount and value of the work and services performed by
CONSULTANT under this AGREEMENT and shall be prepared by
CONSULTANT and accompanied by such supporting data, including:
Tasks completed, identified by the Task number assigned to each Task.
Detailed breakdown of all costs incurred per task performed, and all back-up
documentation for each Task.
Copy of the daily notes or tasks including the signature of the SANITATION
DISTRICT’s Inspector approving the day’s work.
Running total of services billed, services paid, services billed but not paid,
and the amount of the contract remaining.
B. CONSULTANT shall warrant and certify the accuracy of these costs and provide all
support documentation required by the SANITATION DISTRICT. CONSULTANT
understands that submitted costs are subject to Audit Provisions stated herein below.
C. Upon approval of such payment request by the SANITATION DISTRICT, payment
shall be made to CONSULTANT as soon as practicable of one hundred percent
(100%) of the invoiced amount on a unit price or hourly rate basis per task order.
D. If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each task order.
E. The SANITATION DISTRICT may, at the discretion of the Director of Engineering,
retain an amount equal to that which insures that the total amount paid to that
date does not exceed the percentage of the completed work for each task order.
F. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work, including any retained percentages relating to this
portion of the work.
G. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
PSA -4- PSA2019-002
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exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
H. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
I. A CONSULTANT, Subconsultant or Subcontractor shall be deemed to have
submitted a false claim when the CONSULTANT, Subconsultant or
Subcontractor: (a) knowingly presents or causes to be presented to an officer or
employee of the SANITATION DISTRICT a false claim or request for payment or
approval; (b) knowingly makes, uses, or causes to be made or used a false
record or statement to get a false claim paid or approved by the SANITATION
DISTRICT; (c) conspires to defraud the SANITATION DISTRICT by getting a
false claim allowed or paid by the SANITATION DISTRICT; (d) knowingly makes,
uses, or causes to be made or used a false record or statement to conceal,
avoid, or decrease an obligation to the SANITATION DISTRICT; or (e) is a
beneficiary of an inadvertent submission of a false claim to the SANITATION
DISTRICT, and fails to disclose the false claim to the SANITATION DISTRICT
within a reasonable time after discovery of the false claim.
J. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services under
this AGREEMENT will exceed seventy-five percent (75%) of the not-to-exceed
amount of the AGREEMENT, including approved additional compensation,
CONSULTANT shall notify the SANITATION DISTRICT immediately, and in
writing. This written notice shall indicate the additional amount necessary to
complete the services. Any cost incurred in excess of the approved not-to-exceed
amount, without the express written consent of the SANITATION DISTRICT’s
authorized representative shall be at CONSULTANT’s own risk. This written
notice shall be provided separately from, and in addition to any notification
requirements contained in the CONSULTANT’s requests for payment. Failure to
notify the SANITATION DISTRICT that the services cannot be completed within
the authorized not-to-exceed amount is a material breach of this AGREEMENT.
5. PREVAILING WAGES
To the extent CONSULTANT and its Subconsultant(s) and/or Subcontractor(s) intends
to utilize employees who will perform work during the contract, as more specifically
defined under Labor Code Section 1720, CONSULTANT and its Subconsultant(s) and/or
Subcontractor(s) shall be subject to prevailing wage requirements with respect to such
employees.
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6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR)
REGISTRATION AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees, Subconsultants and/or Subcontractors
who will perform Work during the design and preconstruction phases of a
construction contract for which Prevailing Wage Determinations have been issued
by the DIR and as more specifically defined under Labor Code Section 1720 et
seq, CONSULTANT and Subconsultants shall comply with the registration
requirements of Labor Code Section 1725.5. Pursuant to Labor Code Section
1771.4, the Work is subject to compliance monitoring and enforcement by the DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulation Section 16461(3).
7. AGREEMENT TERM
The services provided under this AGREEMENT shall be for the period of three (3) years,
commencing on May 1, 2019 and continuing through April 30, 2022.
8. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to
tests, inspections, reports, original plans, studies, sketches, drawings, computer
printouts, disk files, and electronic copies prepared in connection with or related
to the Scope of Work or Professional Services, shall be the property of the
SANITATION DISTRICT. The SANITATION DISTRICT’s ownership of these
documents includes use of, reproduction or reuse of and all incidental rights,
whether or not the work for which they were prepared has been performed. The
SANITATION DISTRICT ownership entitlement arises upon payment or any
partial payment for work performed and includes ownership of any and all work
product completed prior to that payment. This Section shall apply whether the
CONSULTANT’s Professional Services are terminated: a) by the completion of
the AGREEMENT, or b) in accordance with other provisions of this
AGREEMENT. Notwithstanding any other provision of this paragraph or
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AGREEMENT, the CONSULTANT shall have the right to make copies of all such
tests, inspections, reports, plans, studies, sketches, drawings, computer printouts
and disk files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the tests, inspections, reports, plans or deliverables where
the subsequent changes or uses are not authorized or approved by
CONSULTANT, provided that the service rendered by CONSULTANT was not a
proximate cause of the damage.
9. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution
shall occur within twenty (20) days of written notice to
CONSULTANT, by the SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work
under this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT,
including the period of warranty, Commercial General Liability Insurance
written on an occurrence basis providing the following minimum limits of
liability coverage: Two Million Dollars ($2,000,000) per occurrence with
Two Million Dollars ($2,000,000) aggregate. Said insurance shall include
coverage for the following hazards: Premises-Operations, blanket
contractual liability (for this AGREEMENT), products liability/completed
operations (including any product manufactured or assembled), broad
form property damage, blanket contractual liability, independent
contractors liability, personal and advertising injury, mobile equipment,
owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will
not be accepted in lieu of the actual additional insured endorsement(s). If
requested by SANITATION DISTRICT and applicable, XCU coverage
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(Explosion, Collapse and Underground) and Riggers/On Hook Liability
must be included in the General Liability policy and coverage must be
reflected on the submitted Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single
policy of primary insurance or a combination of policies of primary and
umbrella excess coverage. Umbrella excess liability coverage shall be
issued with limits of liability which, when combined with the primary
insurance, will equal the minimum limits for general liability and
automotive liability.
D. Automotive/Vehicle liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability
Insurance on a comprehensive form covering all owned, non-owned, and
hired automobiles, trucks, and other vehicles providing the following
minimum limits of liability coverage: Combined single limit of One Million
Dollars ($1,000,000) or alternatively, One Million Dollars ($1,000,000) per
person for bodily injury and One Million Dollars ($1,000,000) per accident
for property damage. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of one million dollars ($1,000,000) in form
acceptable to the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance
as required by the Labor Code of the State of California in the amount of
the statutory limit, including Employer’s Liability Insurance with a minimum
limit of One Million Dollars ($1,000,000) per occurrence. Such Worker’s
Compensation Insurance shall be endorsed to provide for a waiver of
subrogation in favor of the SANITATION DISTRICT. A statement on an
insurance certificate will not be accepted in lieu of the actual
endorsements unless the insurance carrier is State of California Insurance
Fund and the identifier “SCIF” and endorsement numbers 2570 and 2065
are referenced on the certificate of insurance. If an exposure to Jones Act
liability may exist, the insurance required herein shall include coverage for
Jones Act claims.
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G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term
of this AGREEMENT, standard industry form professional negligence
errors and omissions insurance coverage in an amount of not less than
One Million Dollars ($1,000,000) with limits in accordance with the
provisions of this Paragraph. If the policy of insurance is written on a
“claims made” basis, said policy shall be continued in full force and effect
at all times during the term of this AGREEMENT, and for a period of five
(5) years from the date of the completion of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT
shall obtain continuing insurance coverage for the prior acts or omissions
of CONSULTANT during the course of performing services under the term
of this AGREEMENT. Said coverage shall be evidenced by either a new
policy evidencing no gap in coverage or by separate extended “tail”
coverage with the present or new carrier.
In the event the present policy of insurance is written on an “occurrence”
basis, said policy shall be continued in full force and effect during the term
of this AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said
policy during this period, new coverage shall be obtained for the required
period to insure for the prior acts of CONSULTANT during the course of
performing services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate
of insurance in a form acceptable to the SANITATION DISTRICT
indicating the deductible or self-retention amounts and the expiration date
of said policy, and shall provide renewal certificates not less than ten (10)
days prior to the expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said
policies and endorsements shall conform to the requirements herein
stated. All certificates and endorsements are to be received and approved
by the SANITATION DISTRICT before work commences. The
SANITATION DISTRICT reserves the right to require complete, certified
copies of all required insurance policies, including endorsements, effecting
the coverage required, at any time. The following are approved forms that
must be submitted as proof of coverage:
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Certificate of
Insurance
ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements
must be submitted for approval by the
SANITATION DISTRICT, and the
SANITATION DISTRICT may reject
alternatives that provide different or less
coverage to the SANITATION DISTRICT.
Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for
the SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that
coverage shall not be cancelled by either party, except after thirty (30)
days’ prior written notice. The Cancellation Section of ACORD Form 25
(5/2010) shall state the required thirty (30) days’ written notification. The
policy shall not terminate, nor shall it be cancelled, nor the coverage
reduced until thirty (30) days after written notice is given to the
SANITATION DISTRICT except for nonpayment of premium, which shall
require not less than ten (10) days written notice to the SANITATION
DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance
broker/agent shall send to the SANITATION DISTRICT a certified letter
which includes a description of the changes in coverage and/or any
increase in deductible or SIR amounts. The certified letter must be sent to
the attention of Risk Management, Div. 260, and shall be received by the
SANITATION DISTRICT not less than thirty (30) days prior to the effective
date of the change(s) if the change would reduce coverage or increase
deductibles or SIR amounts or otherwise reduce or limit the scope of
insurance coverage provided to the SANITATION DISTRICT.
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J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause.
Any other insurance maintained by the SANITATION DISTRICT shall be
excess and not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor
shall it limit the indemnification provision contained in this AGREEMENT,
or the extent to which CONSULTANT may be held responsible for
payment of damages to persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles
and/or self-insured retentions require approval by the SANITATION
DISTRICT. At the option of the SANITATION DISTRICT, either: the
insurer shall reduce or eliminate such deductible or self-insured retention
as respects the SANITATION DISTRICT; or the CONSULTANT shall
provide a financial guarantee satisfactory to the SANITATION DISTRICT
guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
N. Defense Costs
Liability policies shall have a provision that defense costs for all insureds
and additional insureds are paid in addition to and do not deplete any
policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance
requirements for any Subconsultant hired by the CONSULTANT. The
insurance shall be in amounts and types reasonably sufficient to deal with
the risk of loss involving the Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown
above, then SANITATION DISTRICT requires and shall be entitled to
coverage for the higher limits maintained by CONSULTANT.
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10. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed
Project, as requested by the SANITATION DISTRICT, the Parties hereto shall
execute an Amendment to this AGREEMENT setting forth with particularity all
terms of the new AGREEMENT, including, but not limited to any additional
CONSULTANT's fees.
11. PROJECT TEAM AND SUBCONSULTANTS AND SUBCONTRACTORS
CONSULTANT shall provide to SANITATION DISTRICT, prior to execution of
this AGREEMENT, the names and full description of all Subconsultants,
Subcontractors and CONSULTANT’s project team members anticipated to be
used on this Project under this AGREEMENT by CONSULTANT.
CONSULTANT shall include a description of the work and services to be done by
each Subconsultant, Subcontractor and each of CONSULTANT’s Project team
member. CONSULTANT shall include the respective compensation amounts for
CONSULTANT and each Subconsultant and/or Subcontractor, broken down as
indicated in Section 2- COMPENSATION.
There shall be no substitution of the listed Subconsultants, Subcontractors and
CONSULTANT’s project team members without prior written approval by the
SANITATION DISTRICT.
12. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants and/or Subcontractors are
comprised of registered engineers and a staff of specialists and draftsmen in
each department. The firm itself is not a registered engineer but represents and
agrees that wherever, in the performance of this AGREEMENT, the services of a
registered engineer is required, such services hereunder will be performed under
the direct supervision of registered engineers who are registered in California.
13. AUDIT PROVISIONS.
A. SANITATION DISTRICT retains the reasonable right to access, review,
examine, and audit, any and all books, records, documents and any other
evidence of procedures and practices that the SANITATION DISTRICT
determines are necessary to discover and verify that the CONSULTANT is
in compliance with all requirements under this AGREEMENT. The
CONSULTANT shall include the SANITATION DISTRICT’s right as
described above, in any and all of their subcontracts, and shall ensure that
these rights are binding upon all Subconsultants.
B. SANITATION DISTRICT retains the right to examine CONSULTANT’s
books, records, documents and any other evidence of procedures and
practices that the SANITATION DISTRICT determines are necessary to
discover and verify all direct and indirect costs, of whatever nature, which
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are claimed to have been incurred, or anticipated to be incurred or to
ensure CONSULTANT’s compliance with all requirements under this
AGREEMENT during the term of this AGREEMENT and for a period of
three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in
accordance with generally accepted industry standard practices and the
SANITATION DISTRICT’s policy. The CONSULTANT shall make
available to the SANITATION DISTRICT for review and audit, all project
related accounting records and documents, and any other financial data
within 15 days after receipt of notice from the SANITATION DISTRICT.
Upon SANITATION DISTRICT’s request, the CONSULTANT shall submit
exact duplicates of originals of all requested records to the SANITATION
DISTRICT. If an audit is performed, CONSULTANT shall ensure that a
qualified employee of the CONSULTANT will be available to assist
SANITATION DISTRICT’s auditor in obtaining all Project related
accounting records and documents, and any other financial data.
14. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent
contractor and nothing herein shall be deemed to transform CONSULTANT, its
staff, independent contractors, or Subconsultants and/or Subcontractors into
employees of the SANITATION DISTRICT. CONSULTANT’S staff performing
services under the AGREEMENT shall at all times be employees and/or
independent contractors of CONSULTANT. CONSULTANT shall monitor and
control its staff and pay wages, salaries, and other amounts due directly to its staff
in connection with the AGREEMENT. CONSULTANT shall be responsible for
hiring, review, and termination of its staff and shall be accountable for all reports
and obligations respecting them, such as social security, income tax withholding,
unemployment compensation, workers’ compensation and similar matters.
15. NOTICES
All notices hereunder and communications regarding the interpretation of the
terms of this AGREEMENT, or changes thereto, shall be effected by delivery of
said notices in person or by depositing said notices in the U.S. mail, registered or
certified mail, return receipt requested, postage prepaid and addressed as follows:
ORANGE COUNTY SANITATION DISTRICT:
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Bill Gilbert, Project Manager
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CONSULTANT:
Michael Baker Internatinal, Inc.
5 Hutton Centre Drive, Suite 500
Santa Ana, CA 92707
Attention: William G. Cox, PLS
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved
in writing by the SANITATION DISTRICT’s Project Manager prior to action from
the CONSULTANT.
16. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time,
without cause, upon giving thirty (30) days written notice to CONSULTANT. In
the event of such termination, CONSULTANT shall be entitled to compensation
for work performed on a prorated basis through and including the effective date
of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30)
days written notice only if CONSULTANT is not compensated for billed amounts
in accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the
address listed in NOTICES above.
17. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of
the SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study
materials in its files pertaining to the work described in this AGREEMENT, which
is requested in writing by the SANITATION DISTRICT.
18. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays
employees not less than the minimum wage as defined by law, and that it does
not discriminate in its employment with regard to race, color, religion, sex or
national origin; that it is in compliance with all federal, state and local directives
and executive orders regarding non-discrimination in employment; and that it
agrees to demonstrate positively and aggressively the principle of equal
opportunity in employment.
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19. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each
individual executing this document by and on behalf of each Party is a person
duly authorized to execute this AGREEMENT for that Party.
20. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding
arbitration under the auspices of the Judicial Arbitration and Mediation Service
(“JAMS”), or similar organization or entity conducting alternate dispute resolution
services.
21. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative
Dispute Resolution (ADR) is necessary to enforce or interpret the terms of this
AGREEMENT, the prevailing party shall be entitled to reasonable attorney's fees,
costs and necessary disbursements in addition to any other relief to which he
may be entitled.
22. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted
industry and professional standards. If, within the 12-month period following
completion of its services, the SANITATION DISTRICT informs CONSULTANT
that any part of the services fails to meet those standards, CONSULTANT shall,
within the time prescribed by the SANITATION DISTRICT, take all such actions
as are necessary to correct or complete the noted deficiency(ies).
23. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld),
protect and hold harmless the SANITATION DISTRICT and all of SANITATION
DISTRICT’s officers, directors, employees, CONSULTANT’s, and agents
(collectively the “Indemnified Parties”), from and against any and all claims,
damages, liabilities, causes of action, suits, arbitration awards, losses,
judgments, fines, penalties, costs and expenses (including, without limitation,
attorneys’ fees, disbursements and court costs, and all other professional, expert
or CONSULTANT’s fees and costs and the SANITATION DISTRICT’s general
and administrative expenses; individually, a “Claim”; collectively, “Claims”) which
may arise from or are in any manner related, directly or indirectly, to any work
performed, or any operations, activities, or services provided by CONSULTANT
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in carrying out its obligations under this AGREEMENT to the extent of the
negligent, recklessness and/or willful misconduct of CONSULTANT, its
principals, officers, agents, employees, CONSULTANT’s suppliers,
CONSULTANT, Subconsultants, subcontractors, and/or anyone employed
directly or indirectly by any of them, regardless of any contributing negligence or
strict liability of an Indemnified Party. Notwithstanding the foregoing, nothing
herein shall be construed to require CONSULTANT to indemnify the Indemnified
Parties from any Claim arising solely from:
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
(C) the independent action of a third party who is neither one of the Indemnified
Parties nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to
the fullest extent permitted by law, indemnify the Indemnified Parties, from
Claims arising from more than one cause if any such cause taken alone would
otherwise result in the obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any
liability CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no
circumstances shall the insurance requirements and limits set forth in this
AGREEMENT be construed to limit CONSULTANT’s indemnification obligation
or other liability hereunder. The terms of this AGREEMENT are contractual and
the result of negotiation between the parties hereto. Accordingly, any rule of
construction of contracts (including, without limitation, California Civil Code
Section 1654) that ambiguities are to be construed against the drafting party,
shall not be employed in the interpretation of this AGREEMENT.
24. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty
to indemnify and such duty to defend shall exist regardless of any ultimate liability
of CONSULTANT and shall be consistent with Civil Code section 2782.8. Such
defense obligation shall arise immediately upon presentation of a Claim by any
person if, without regard to the merit of the Claim, such Claim could potentially
result in an obligation to indemnify one or more Indemnified Parties, and upon
written notice of such Claim being provided to CONSULTANT. Payment to
CONSULTANT by any Indemnified Party or the payment or advance of defense
costs by any Indemnified Party shall not be a condition precedent to enforcing
such Indemnified Party’s rights to indemnification hereunder. In the event a final
judgment, arbitration, award, order, settlement, or other final resolution expressly
determines that the claim did not arise out of, pertain to, or relate to the
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negligence, recklessness, or willful misconduct of the CONSULTANT, to any
extent, then the DISTRICT will reimburse CONSULTANT for the reasonable costs
of defending the Indemnified Parties against such claims.
CONSULTANT’S indemnification obligation hereunder shall survive the
expiration or earlier termination of this AGREEMENT until such time as action
against the Indemnified Parties for such matter indemnified hereunder is fully and
finally barred by the applicable statute of limitations.
25. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT
policies and procedures including the OCSD Safety Standards, as applicable, all
of which may be amended from time to time.
26. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT
between the Parties and supersedes all previous negotiations between them
pertaining to the subject matter thereof.
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IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
David John Shawver Date
Board Chairman
By_________________________________
Kelly A. Lore Date
Clerk of the Board
MICHAEL BAKER INTERNATIONAL, INC.
By_________________________________
Date
By_________________________________
Date
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
ATTACHMENTS:
Attachment “A” Scope of Work
Attachment “D” Fee Schedule Form
Attachment “J” OCSD Safety Standards
Attachment “K” Allowable Direct Costs
CM:ms
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 1st day of May,
2019, by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter
referred to as "SANITATION DISTRICT", and STANTEC CONSULTING SERVICES,
INC., for purposes of this AGREEMENT hereinafter referred to as "CONSULTANT".
The SANITATION DISTRICT and CONSULTANT are referred to herein collectively as
the "Parties" or individually as a "Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a CONSULTANT for
Surveying Services for the SANITATION DISTRICT’s Capital Improvement Program,
Facilities Engineering, Operations, and Maintenance Projects, PSA2019-002; and,
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which
will result to the parties in carrying out the terms of this AGREEMENT, it is mutually
agreed as follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional and technical services to
accomplish those project elements outlined in the Scope of Work attached hereto as
"Attachment A", and by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of all tests, inspections, reports,
and other services furnished by the CONSULTANT under this AGREEMENT,
including the work performed by its Subconsultants and/or Subcontractors.
Where approval by the SANITATION DISTRICT is indicated, it is understood to
be conceptual approval only and does not relieve the CONSULTANT of
responsibility for complying with all applicable laws, regulations, codes, industry
standards and liability for damages caused by errors, omissions, noncompliance
with industry standards, and/or negligence on the part of the CONSULTANT or
its Subconsultants and/or Subcontractors.
B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness.
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C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its tests, inspections, reports or other services within
the timeframe specified by the Project Manager. The SANITATION DISTRICT
may charge to CONSULTANT all costs, expenses and damages associated with
any such corrections or revisions.
D. All professional services performed by the CONSULTANT, including, but not limited
to, all drafts, data, correspondence, proposals, tests, inspections, reports, and
estimates compiled or composed by the CONSULTANT, pursuant to this
AGREEMENT, are for the sole use of the SANITATION DISTRICT, its agents and
employees. Neither the documents nor their contents shall be released to any third
party without the prior written consent of the SANITATION DISTRICT. This
provision does not apply to information that (a) was publicly known, or otherwise
known to the CONSULTANT, at the time that it was disclosed to the CONSULTANT
by the SANITATION DISTRICT, or (b) subsequently becomes publicly known to the
CONSULTANT other than through disclosure by the SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
A. Total Compensation
Total compensation shall be in an amount not to exceed Two Hundred Thousand
Dollars ($200,000), over a three (3) year period. The SANITATION DISTRICT
will compensate the CONSULTANT for the services provided according to the
unit prices and/or hourly rates, as applicable, for the items included in
Attachment “D” Fee Schedule. Each unit price and/or hourly rate represents all
costs for performing the Work, including but not limited to technician labor,
driving time, vehicles, equipment and materials, equipment calibration, overhead,
profit, report writing, office reviews and supervision, and other miscellaneous
charges.
B. Other Direct Costs
Refer to attachment “K” Allowable Direct Costs for payment information.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right
to approve a reallocation of the incremental amounts constituting the Total
Compensation, provided that the Total Compensation is not increased.
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4. PAYMENT
A. CONSULTANT will submit monthly or periodic statements, separately for each
project or Task, covering services and/or work performed no later than the
second Wednesday of the following month and in the format required by the
SANITATION DISTRICT, to request payment. Such requests shall be based
upon the amount and value of the work and services performed by
CONSULTANT under this AGREEMENT and shall be prepared by
CONSULTANT and accompanied by such supporting data, including:
Tasks completed, identified by the Task number assigned to each Task.
Detailed breakdown of all costs incurred per task performed, and all back-up
documentation for each Task.
Copy of the daily notes or tasks including the signature of the SANITATION
DISTRICT’s Inspector approving the day’s work.
Running total of services billed, services paid, services billed but not paid,
and the amount of the contract remaining.
B. CONSULTANT shall warrant and certify the accuracy of these costs and provide all
support documentation required by the SANITATION DISTRICT. CONSULTANT
understands that submitted costs are subject to Audit Provisions stated herein below.
C. Upon approval of such payment request by the SANITATION DISTRICT, payment
shall be made to CONSULTANT as soon as practicable of one hundred percent
(100%) of the invoiced amount on a unit price or hourly rate basis per task order.
D. If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each task order.
E. The SANITATION DISTRICT may, at the discretion of the Director of Engineering,
retain an amount equal to that which insures that the total amount paid to that
date does not exceed the percentage of the completed work for each task order.
F. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work, including any retained percentages relating to this
portion of the work.
G. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
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exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
H. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
I. A CONSULTANT, Subconsultant or Subcontractor shall be deemed to have
submitted a false claim when the CONSULTANT, Subconsultant or
Subcontractor: (a) knowingly presents or causes to be presented to an officer or
employee of the SANITATION DISTRICT a false claim or request for payment or
approval; (b) knowingly makes, uses, or causes to be made or used a false
record or statement to get a false claim paid or approved by the SANITATION
DISTRICT; (c) conspires to defraud the SANITATION DISTRICT by getting a
false claim allowed or paid by the SANITATION DISTRICT; (d) knowingly makes,
uses, or causes to be made or used a false record or statement to conceal,
avoid, or decrease an obligation to the SANITATION DISTRICT; or (e) is a
beneficiary of an inadvertent submission of a false claim to the SANITATION
DISTRICT, and fails to disclose the false claim to the SANITATION DISTRICT
within a reasonable time after discovery of the false claim.
J. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services under
this AGREEMENT will exceed seventy-five percent (75%) of the not-to-exceed
amount of the AGREEMENT, including approved additional compensation,
CONSULTANT shall notify the SANITATION DISTRICT immediately, and in
writing. This written notice shall indicate the additional amount necessary to
complete the services. Any cost incurred in excess of the approved not-to-exceed
amount, without the express written consent of the SANITATION DISTRICT’s
authorized representative shall be at CONSULTANT’s own risk. This written
notice shall be provided separately from, and in addition to any notification
requirements contained in the CONSULTANT’s requests for payment. Failure to
notify the SANITATION DISTRICT that the services cannot be completed within
the authorized not-to-exceed amount is a material breach of this AGREEMENT.
5. PREVAILING WAGES
To the extent CONSULTANT and its Subconsultant(s) and/or Subcontractor(s) intends
to utilize employees who will perform work during the contract, as more specifically
defined under Labor Code Section 1720, CONSULTANT and its Subconsultant(s) and/or
Subcontractor(s) shall be subject to prevailing wage requirements with respect to such
employees.
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6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR)
REGISTRATION AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees, Subconsultants and/or Subcontractors
who will perform Work during the design and preconstruction phases of a
construction contract for which Prevailing Wage Determinations have been issued
by the DIR and as more specifically defined under Labor Code Section 1720 et
seq, CONSULTANT and Subconsultants shall comply with the registration
requirements of Labor Code Section 1725.5. Pursuant to Labor Code Section
1771.4, the Work is subject to compliance monitoring and enforcement by the DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulation Section 16461(3).
7. AGREEMENT TERM
The services provided under this AGREEMENT shall be for the period of three (3) years,
commencing on May 1, 2019 and continuing through April 30, 2022.
8. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to
tests, inspections, reports, original plans, studies, sketches, drawings, computer
printouts, disk files, and electronic copies prepared in connection with or related
to the Scope of Work or Professional Services, shall be the property of the
SANITATION DISTRICT. The SANITATION DISTRICT’s ownership of these
documents includes use of, reproduction or reuse of and all incidental rights,
whether or not the work for which they were prepared has been performed. The
SANITATION DISTRICT ownership entitlement arises upon payment or any
partial payment for work performed and includes ownership of any and all work
product completed prior to that payment. This Section shall apply whether the
CONSULTANT’s Professional Services are terminated: a) by the completion of
the AGREEMENT, or b) in accordance with other provisions of this
AGREEMENT. Notwithstanding any other provision of this paragraph or
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AGREEMENT, the CONSULTANT shall have the right to make copies of all such
tests, inspections, reports, plans, studies, sketches, drawings, computer printouts
and disk files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the tests, inspections, reports, plans or deliverables where
the subsequent changes or uses are not authorized or approved by
CONSULTANT, provided that the service rendered by CONSULTANT was not a
proximate cause of the damage.
9. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution
shall occur within twenty (20) days of written notice to
CONSULTANT, by the SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work
under this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT,
including the period of warranty, Commercial General Liability Insurance
written on an occurrence basis providing the following minimum limits of
liability coverage: Two Million Dollars ($2,000,000) per occurrence with
Two Million Dollars ($2,000,000) aggregate. Said insurance shall include
coverage for the following hazards: Premises-Operations, blanket
contractual liability (for this AGREEMENT), products liability/completed
operations (including any product manufactured or assembled), broad
form property damage, blanket contractual liability, independent
contractors liability, personal and advertising injury, mobile equipment,
owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will
not be accepted in lieu of the actual additional insured endorsement(s). If
requested by SANITATION DISTRICT and applicable, XCU coverage
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(Explosion, Collapse and Underground) and Riggers/On Hook Liability
must be included in the General Liability policy and coverage must be
reflected on the submitted Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single
policy of primary insurance or a combination of policies of primary and
umbrella excess coverage. Umbrella excess liability coverage shall be
issued with limits of liability which, when combined with the primary
insurance, will equal the minimum limits for general liability and
automotive liability.
D. Automotive/Vehicle liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability
Insurance on a comprehensive form covering all owned, non-owned, and
hired automobiles, trucks, and other vehicles providing the following
minimum limits of liability coverage: Combined single limit of One Million
Dollars ($1,000,000) or alternatively, One Million Dollars ($1,000,000) per
person for bodily injury and One Million Dollars ($1,000,000) per accident
for property damage. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of one million dollars ($1,000,000) in form
acceptable to the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance
as required by the Labor Code of the State of California in the amount of
the statutory limit, including Employer’s Liability Insurance with a minimum
limit of One Million Dollars ($1,000,000) per occurrence. Such Worker’s
Compensation Insurance shall be endorsed to provide for a waiver of
subrogation in favor of the SANITATION DISTRICT. A statement on an
insurance certificate will not be accepted in lieu of the actual
endorsements unless the insurance carrier is State of California Insurance
Fund and the identifier “SCIF” and endorsement numbers 2570 and 2065
are referenced on the certificate of insurance. If an exposure to Jones Act
liability may exist, the insurance required herein shall include coverage for
Jones Act claims.
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G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term
of this AGREEMENT, standard industry form professional negligence
errors and omissions insurance coverage in an amount of not less than
One Million Dollars ($1,000,000) with limits in accordance with the
provisions of this Paragraph. If the policy of insurance is written on a
“claims made” basis, said policy shall be continued in full force and effect
at all times during the term of this AGREEMENT, and for a period of five
(5) years from the date of the completion of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT
shall obtain continuing insurance coverage for the prior acts or omissions
of CONSULTANT during the course of performing services under the term
of this AGREEMENT. Said coverage shall be evidenced by either a new
policy evidencing no gap in coverage or by separate extended “tail”
coverage with the present or new carrier.
In the event the present policy of insurance is written on an “occurrence”
basis, said policy shall be continued in full force and effect during the term
of this AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said
policy during this period, new coverage shall be obtained for the required
period to insure for the prior acts of CONSULTANT during the course of
performing services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate
of insurance in a form acceptable to the SANITATION DISTRICT
indicating the deductible or self-retention amounts and the expiration date
of said policy, and shall provide renewal certificates not less than ten (10)
days prior to the expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said
policies and endorsements shall conform to the requirements herein
stated. All certificates and endorsements are to be received and approved
by the SANITATION DISTRICT before work commences. The
SANITATION DISTRICT reserves the right to require complete, certified
copies of all required insurance policies, including endorsements, effecting
the coverage required, at any time. The following are approved forms that
must be submitted as proof of coverage:
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Certificate of
Insurance
ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements
must be submitted for approval by the
SANITATION DISTRICT, and the
SANITATION DISTRICT may reject
alternatives that provide different or less
coverage to the SANITATION DISTRICT.
Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for
the SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that
coverage shall not be cancelled by either party, except after thirty (30)
days’ prior written notice. The Cancellation Section of ACORD Form 25
(5/2010) shall state the required thirty (30) days’ written notification. The
policy shall not terminate, nor shall it be cancelled, nor the coverage
reduced until thirty (30) days after written notice is given to the
SANITATION DISTRICT except for nonpayment of premium, which shall
require not less than ten (10) days written notice to the SANITATION
DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance
broker/agent shall send to the SANITATION DISTRICT a certified letter
which includes a description of the changes in coverage and/or any
increase in deductible or SIR amounts. The certified letter must be sent to
the attention of Risk Management, Div. 260, and shall be received by the
SANITATION DISTRICT not less than thirty (30) days prior to the effective
date of the change(s) if the change would reduce coverage or increase
deductibles or SIR amounts or otherwise reduce or limit the scope of
insurance coverage provided to the SANITATION DISTRICT.
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J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause.
Any other insurance maintained by the SANITATION DISTRICT shall be
excess and not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor
shall it limit the indemnification provision contained in this AGREEMENT,
or the extent to which CONSULTANT may be held responsible for
payment of damages to persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles
and/or self-insured retentions require approval by the SANITATION
DISTRICT. At the option of the SANITATION DISTRICT, either: the
insurer shall reduce or eliminate such deductible or self-insured retention
as respects the SANITATION DISTRICT; or the CONSULTANT shall
provide a financial guarantee satisfactory to the SANITATION DISTRICT
guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
N. Defense Costs
Liability policies shall have a provision that defense costs for all insureds
and additional insureds are paid in addition to and do not deplete any
policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance
requirements for any Subconsultant hired by the CONSULTANT. The
insurance shall be in amounts and types reasonably sufficient to deal with
the risk of loss involving the Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown
above, then SANITATION DISTRICT requires and shall be entitled to
coverage for the higher limits maintained by CONSULTANT.
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10. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed
Project, as requested by the SANITATION DISTRICT, the Parties hereto shall
execute an Amendment to this AGREEMENT setting forth with particularity all
terms of the new AGREEMENT, including, but not limited to any additional
CONSULTANT's fees.
11. PROJECT TEAM AND SUBCONSULTANTS AND SUBCONTRACTORS
CONSULTANT shall provide to SANITATION DISTRICT, prior to execution of
this AGREEMENT, the names and full description of all Subconsultants,
Subcontractors and CONSULTANT’s project team members anticipated to be
used on this Project under this AGREEMENT by CONSULTANT.
CONSULTANT shall include a description of the work and services to be done by
each Subconsultant, Subcontractor and each of CONSULTANT’s Project team
member. CONSULTANT shall include the respective compensation amounts for
CONSULTANT and each Subconsultant and/or Subcontractor, broken down as
indicated in Section 2- COMPENSATION.
There shall be no substitution of the listed Subconsultants, Subcontractors and
CONSULTANT’s project team members without prior written approval by the
SANITATION DISTRICT.
12. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants and/or Subcontractors are
comprised of registered engineers and a staff of specialists and draftsmen in
each department. The firm itself is not a registered engineer but represents and
agrees that wherever, in the performance of this AGREEMENT, the services of a
registered engineer is required, such services hereunder will be performed under
the direct supervision of registered engineers who are registered in California.
13. AUDIT PROVISIONS.
A. SANITATION DISTRICT retains the reasonable right to access, review,
examine, and audit, any and all books, records, documents and any other
evidence of procedures and practices that the SANITATION DISTRICT
determines are necessary to discover and verify that the CONSULTANT is
in compliance with all requirements under this AGREEMENT. The
CONSULTANT shall include the SANITATION DISTRICT’s right as
described above, in any and all of their subcontracts, and shall ensure that
these rights are binding upon all Subconsultants.
B. SANITATION DISTRICT retains the right to examine CONSULTANT’s
books, records, documents and any other evidence of procedures and
practices that the SANITATION DISTRICT determines are necessary to
discover and verify all direct and indirect costs, of whatever nature, which
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are claimed to have been incurred, or anticipated to be incurred or to
ensure CONSULTANT’s compliance with all requirements under this
AGREEMENT during the term of this AGREEMENT and for a period of
three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in
accordance with generally accepted industry standard practices and the
SANITATION DISTRICT’s policy. The CONSULTANT shall make
available to the SANITATION DISTRICT for review and audit, all project
related accounting records and documents, and any other financial data
within 15 days after receipt of notice from the SANITATION DISTRICT.
Upon SANITATION DISTRICT’s request, the CONSULTANT shall submit
exact duplicates of originals of all requested records to the SANITATION
DISTRICT. If an audit is performed, CONSULTANT shall ensure that a
qualified employee of the CONSULTANT will be available to assist
SANITATION DISTRICT’s auditor in obtaining all Project related
accounting records and documents, and any other financial data.
14. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent
contractor and nothing herein shall be deemed to transform CONSULTANT, its
staff, independent contractors, or Subconsultants and/or Subcontractors into
employees of the SANITATION DISTRICT. CONSULTANT’S staff performing
services under the AGREEMENT shall at all times be employees and/or
independent contractors of CONSULTANT. CONSULTANT shall monitor and
control its staff and pay wages, salaries, and other amounts due directly to its staff
in connection with the AGREEMENT. CONSULTANT shall be responsible for
hiring, review, and termination of its staff and shall be accountable for all reports
and obligations respecting them, such as social security, income tax withholding,
unemployment compensation, workers’ compensation and similar matters.
15. NOTICES
All notices hereunder and communications regarding the interpretation of the
terms of this AGREEMENT, or changes thereto, shall be effected by delivery of
said notices in person or by depositing said notices in the U.S. mail, registered or
certified mail, return receipt requested, postage prepaid and addressed as follows:
ORANGE COUNTY SANITATION DISTRICT:
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Bill Gilbert, Project Manager
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CONSULTANT:
Stantec Consulting Services, Inc.
38 Technology Drive
Irvine, CA 92618
Attention: James O. Steines, PLS
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved
in writing by the SANITATION DISTRICT’s Project Manager prior to action from
the CONSULTANT.
16. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time,
without cause, upon giving thirty (30) days written notice to CONSULTANT. In
the event of such termination, CONSULTANT shall be entitled to compensation
for work performed on a prorated basis through and including the effective date
of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30)
days written notice only if CONSULTANT is not compensated for billed amounts
in accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the
address listed in NOTICES above.
17. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of
the SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study
materials in its files pertaining to the work described in this AGREEMENT, which
is requested in writing by the SANITATION DISTRICT.
18. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays
employees not less than the minimum wage as defined by law, and that it does
not discriminate in its employment with regard to race, color, religion, sex or
national origin; that it is in compliance with all federal, state and local directives
and executive orders regarding non-discrimination in employment; and that it
agrees to demonstrate positively and aggressively the principle of equal
opportunity in employment.
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19. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each
individual executing this document by and on behalf of each Party is a person
duly authorized to execute this AGREEMENT for that Party.
20. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding
arbitration under the auspices of the Judicial Arbitration and Mediation Service
(“JAMS”), or similar organization or entity conducting alternate dispute resolution
services.
21. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative
Dispute Resolution (ADR) is necessary to enforce or interpret the terms of this
AGREEMENT, the prevailing party shall be entitled to reasonable attorney's fees,
costs and necessary disbursements in addition to any other relief to which he
may be entitled.
22. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted
industry and professional standards. If, within the 12-month period following
completion of its services, the SANITATION DISTRICT informs CONSULTANT
that any part of the services fails to meet those standards, CONSULTANT shall,
within the time prescribed by the SANITATION DISTRICT, take all such actions
as are necessary to correct or complete the noted deficiency(ies).
23. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld),
protect and hold harmless the SANITATION DISTRICT and all of SANITATION
DISTRICT’s officers, directors, employees, CONSULTANT’s, and agents
(collectively the “Indemnified Parties”), from and against any and all claims,
damages, liabilities, causes of action, suits, arbitration awards, losses,
judgments, fines, penalties, costs and expenses (including, without limitation,
attorneys’ fees, disbursements and court costs, and all other professional, expert
or CONSULTANT’s fees and costs and the SANITATION DISTRICT’s general
and administrative expenses; individually, a “Claim”; collectively, “Claims”) which
may arise from or are in any manner related, directly or indirectly, to any work
performed, or any operations, activities, or services provided by CONSULTANT
PSA -15- PSA2019-002
Revision 080118
in carrying out its obligations under this AGREEMENT to the extent of the
negligent, recklessness and/or willful misconduct of CONSULTANT, its
principals, officers, agents, employees, CONSULTANT’s suppliers,
CONSULTANT, Subconsultants, subcontractors, and/or anyone employed
directly or indirectly by any of them, regardless of any contributing negligence or
strict liability of an Indemnified Party. Notwithstanding the foregoing, nothing
herein shall be construed to require CONSULTANT to indemnify the Indemnified
Parties from any Claim arising solely from:
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
(C) the independent action of a third party who is neither one of the Indemnified
Parties nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to
the fullest extent permitted by law, indemnify the Indemnified Parties, from
Claims arising from more than one cause if any such cause taken alone would
otherwise result in the obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any
liability CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no
circumstances shall the insurance requirements and limits set forth in this
AGREEMENT be construed to limit CONSULTANT’s indemnification obligation
or other liability hereunder. The terms of this AGREEMENT are contractual and
the result of negotiation between the parties hereto. Accordingly, any rule of
construction of contracts (including, without limitation, California Civil Code
Section 1654) that ambiguities are to be construed against the drafting party,
shall not be employed in the interpretation of this AGREEMENT.
24. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty
to indemnify and such duty to defend shall exist regardless of any ultimate liability
of CONSULTANT and shall be consistent with Civil Code section 2782.8. Such
defense obligation shall arise immediately upon presentation of a Claim by any
person if, without regard to the merit of the Claim, such Claim could potentially
result in an obligation to indemnify one or more Indemnified Parties, and upon
written notice of such Claim being provided to CONSULTANT. Payment to
CONSULTANT by any Indemnified Party or the payment or advance of defense
costs by any Indemnified Party shall not be a condition precedent to enforcing
such Indemnified Party’s rights to indemnification hereunder. In the event a final
judgment, arbitration, award, order, settlement, or other final resolution expressly
determines that the claim did not arise out of, pertain to, or relate to the
PSA -16- PSA2019-002
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negligence, recklessness, or willful misconduct of the CONSULTANT, to any
extent, then the DISTRICT will reimburse CONSULTANT for the reasonable costs
of defending the Indemnified Parties against such claims.
CONSULTANT’S indemnification obligation hereunder shall survive the
expiration or earlier termination of this AGREEMENT until such time as action
against the Indemnified Parties for such matter indemnified hereunder is fully and
finally barred by the applicable statute of limitations.
25. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT
policies and procedures including the OCSD Safety Standards, as applicable, all
of which may be amended from time to time.
26. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT
between the Parties and supersedes all previous negotiations between them
pertaining to the subject matter thereof.
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IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
David John Shawver Date
Board Chairman
By_________________________________
Kelly A. Lore Date
Clerk of the Board
STANTEC CONSULTING SERVICES, INC.
By_________________________________
Date
By_________________________________
Date
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
ATTACHMENTS:
Attachment “A” Scope of Work
Attachment “D” Fee Schedule Form
Attachment “J” OCSD Safety Standards
Attachment “K” Allowable Direct Costs
CM:ms
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 1st day of May,
2019, by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter
referred to as "SANITATION DISTRICT", and D. WOOLLEY & ASSOCIATES, INC., for
purposes of this AGREEMENT hereinafter referred to as "CONSULTANT". The
SANITATION DISTRICT and CONSULTANT are referred to herein collectively as the
"Parties" or individually as a "Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a CONSULTANT for
Surveying Services for the SANITATION DISTRICT’s Capital Improvement Program,
Facilities Engineering, Operations, and Maintenance Projects, PSA2019-002; and,
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which
will result to the parties in carrying out the terms of this AGREEMENT, it is mutually
agreed as follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional and technical services to
accomplish those project elements outlined in the Scope of Work attached hereto as
"Attachment A", and by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of all tests, inspections, reports,
and other services furnished by the CONSULTANT under this AGREEMENT,
including the work performed by its Subconsultants and/or Subcontractors.
Where approval by the SANITATION DISTRICT is indicated, it is understood to
be conceptual approval only and does not relieve the CONSULTANT of
responsibility for complying with all applicable laws, regulations, codes, industry
standards and liability for damages caused by errors, omissions, noncompliance
with industry standards, and/or negligence on the part of the CONSULTANT or
its Subconsultants and/or Subcontractors.
B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness.
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C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its tests, inspections, reports or other services within
the timeframe specified by the Project Manager. The SANITATION DISTRICT
may charge to CONSULTANT all costs, expenses and damages associated with
any such corrections or revisions.
D. All professional services performed by the CONSULTANT, including, but not limited
to, all drafts, data, correspondence, proposals, tests, inspections, reports, and
estimates compiled or composed by the CONSULTANT, pursuant to this
AGREEMENT, are for the sole use of the SANITATION DISTRICT, its agents and
employees. Neither the documents nor their contents shall be released to any third
party without the prior written consent of the SANITATION DISTRICT. This
provision does not apply to information that (a) was publicly known, or otherwise
known to the CONSULTANT, at the time that it was disclosed to the CONSULTANT
by the SANITATION DISTRICT, or (b) subsequently becomes publicly known to the
CONSULTANT other than through disclosure by the SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
A. Total Compensation
Total compensation shall be in an amount not to exceed Two Hundred Thousand
Dollars ($200,000), over a three (3) year period. The SANITATION DISTRICT
will compensate the CONSULTANT for the services provided according to the
unit prices and/or hourly rates, as applicable, for the items included in
Attachment “D” Fee Schedule. Each unit price and/or hourly rate represents all
costs for performing the Work, including but not limited to technician labor,
driving time, vehicles, equipment and materials, equipment calibration, overhead,
profit, report writing, office reviews and supervision, and other miscellaneous
charges.
B. Other Direct Costs
Refer to attachment “K” Allowable Direct Costs for payment information.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right
to approve a reallocation of the incremental amounts constituting the Total
Compensation, provided that the Total Compensation is not increased.
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4. PAYMENT
A. CONSULTANT will submit monthly or periodic statements, separately for each
project or Task, covering services and/or work performed no later than the
second Wednesday of the following month and in the format required by the
SANITATION DISTRICT, to request payment. Such requests shall be based
upon the amount and value of the work and services performed by
CONSULTANT under this AGREEMENT and shall be prepared by
CONSULTANT and accompanied by such supporting data, including:
Tasks completed, identified by the Task number assigned to each Task.
Detailed breakdown of all costs incurred per task performed, and all back-up
documentation for each Task.
Copy of the daily notes or tasks including the signature of the SANITATION
DISTRICT’s Inspector approving the day’s work.
Running total of services billed, services paid, services billed but not paid,
and the amount of the contract remaining.
B. CONSULTANT shall warrant and certify the accuracy of these costs and provide all
support documentation required by the SANITATION DISTRICT. CONSULTANT
understands that submitted costs are subject to Audit Provisions stated herein below.
C. Upon approval of such payment request by the SANITATION DISTRICT, payment
shall be made to CONSULTANT as soon as practicable of one hundred percent
(100%) of the invoiced amount on a unit price or hourly rate basis per task order.
D. If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each task order.
E. The SANITATION DISTRICT may, at the discretion of the Director of Engineering,
retain an amount equal to that which insures that the total amount paid to that
date does not exceed the percentage of the completed work for each task order.
F. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work, including any retained percentages relating to this
portion of the work.
G. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
PSA -4- PSA2019-002
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exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
H. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
I. A CONSULTANT, Subconsultant or Subcontractor shall be deemed to have
submitted a false claim when the CONSULTANT, Subconsultant or
Subcontractor: (a) knowingly presents or causes to be presented to an officer or
employee of the SANITATION DISTRICT a false claim or request for payment or
approval; (b) knowingly makes, uses, or causes to be made or used a false
record or statement to get a false claim paid or approved by the SANITATION
DISTRICT; (c) conspires to defraud the SANITATION DISTRICT by getting a
false claim allowed or paid by the SANITATION DISTRICT; (d) knowingly makes,
uses, or causes to be made or used a false record or statement to conceal,
avoid, or decrease an obligation to the SANITATION DISTRICT; or (e) is a
beneficiary of an inadvertent submission of a false claim to the SANITATION
DISTRICT, and fails to disclose the false claim to the SANITATION DISTRICT
within a reasonable time after discovery of the false claim.
J. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services under
this AGREEMENT will exceed seventy-five percent (75%) of the not-to-exceed
amount of the AGREEMENT, including approved additional compensation,
CONSULTANT shall notify the SANITATION DISTRICT immediately, and in
writing. This written notice shall indicate the additional amount necessary to
complete the services. Any cost incurred in excess of the approved not-to-exceed
amount, without the express written consent of the SANITATION DISTRICT’s
authorized representative shall be at CONSULTANT’s own risk. This written
notice shall be provided separately from, and in addition to any notification
requirements contained in the CONSULTANT’s requests for payment. Failure to
notify the SANITATION DISTRICT that the services cannot be completed within
the authorized not-to-exceed amount is a material breach of this AGREEMENT.
5. PREVAILING WAGES
To the extent CONSULTANT and its Subconsultant(s) and/or Subcontractor(s) intends
to utilize employees who will perform work during the contract, as more specifically
defined under Labor Code Section 1720, CONSULTANT and its Subconsultant(s) and/or
Subcontractor(s) shall be subject to prevailing wage requirements with respect to such
employees.
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6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR)
REGISTRATION AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees, Subconsultants and/or Subcontractors
who will perform Work during the design and preconstruction phases of a
construction contract for which Prevailing Wage Determinations have been issued
by the DIR and as more specifically defined under Labor Code Section 1720 et
seq, CONSULTANT and Subconsultants shall comply with the registration
requirements of Labor Code Section 1725.5. Pursuant to Labor Code Section
1771.4, the Work is subject to compliance monitoring and enforcement by the DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulation Section 16461(3).
7. AGREEMENT TERM
The services provided under this AGREEMENT shall be for the period of three (3) years,
commencing on May 1, 2019 and continuing through April 30, 2022.
8. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to
tests, inspections, reports, original plans, studies, sketches, drawings, computer
printouts, disk files, and electronic copies prepared in connection with or related
to the Scope of Work or Professional Services, shall be the property of the
SANITATION DISTRICT. The SANITATION DISTRICT’s ownership of these
documents includes use of, reproduction or reuse of and all incidental rights,
whether or not the work for which they were prepared has been performed. The
SANITATION DISTRICT ownership entitlement arises upon payment or any
partial payment for work performed and includes ownership of any and all work
product completed prior to that payment. This Section shall apply whether the
CONSULTANT’s Professional Services are terminated: a) by the completion of
the AGREEMENT, or b) in accordance with other provisions of this
AGREEMENT. Notwithstanding any other provision of this paragraph or
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AGREEMENT, the CONSULTANT shall have the right to make copies of all such
tests, inspections, reports, plans, studies, sketches, drawings, computer printouts
and disk files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the tests, inspections, reports, plans or deliverables where
the subsequent changes or uses are not authorized or approved by
CONSULTANT, provided that the service rendered by CONSULTANT was not a
proximate cause of the damage.
9. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution
shall occur within twenty (20) days of written notice to
CONSULTANT, by the SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work
under this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT,
including the period of warranty, Commercial General Liability Insurance
written on an occurrence basis providing the following minimum limits of
liability coverage: Two Million Dollars ($2,000,000) per occurrence with
Two Million Dollars ($2,000,000) aggregate. Said insurance shall include
coverage for the following hazards: Premises-Operations, blanket
contractual liability (for this AGREEMENT), products liability/completed
operations (including any product manufactured or assembled), broad
form property damage, blanket contractual liability, independent
contractors liability, personal and advertising injury, mobile equipment,
owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will
not be accepted in lieu of the actual additional insured endorsement(s). If
requested by SANITATION DISTRICT and applicable, XCU coverage
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(Explosion, Collapse and Underground) and Riggers/On Hook Liability
must be included in the General Liability policy and coverage must be
reflected on the submitted Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single
policy of primary insurance or a combination of policies of primary and
umbrella excess coverage. Umbrella excess liability coverage shall be
issued with limits of liability which, when combined with the primary
insurance, will equal the minimum limits for general liability and
automotive liability.
D. Automotive/Vehicle liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability
Insurance on a comprehensive form covering all owned, non-owned, and
hired automobiles, trucks, and other vehicles providing the following
minimum limits of liability coverage: Combined single limit of One Million
Dollars ($1,000,000) or alternatively, One Million Dollars ($1,000,000) per
person for bodily injury and One Million Dollars ($1,000,000) per accident
for property damage. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of one million dollars ($1,000,000) in form
acceptable to the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance
as required by the Labor Code of the State of California in the amount of
the statutory limit, including Employer’s Liability Insurance with a minimum
limit of One Million Dollars ($1,000,000) per occurrence. Such Worker’s
Compensation Insurance shall be endorsed to provide for a waiver of
subrogation in favor of the SANITATION DISTRICT. A statement on an
insurance certificate will not be accepted in lieu of the actual
endorsements unless the insurance carrier is State of California Insurance
Fund and the identifier “SCIF” and endorsement numbers 2570 and 2065
are referenced on the certificate of insurance. If an exposure to Jones Act
liability may exist, the insurance required herein shall include coverage for
Jones Act claims.
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G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term
of this AGREEMENT, standard industry form professional negligence
errors and omissions insurance coverage in an amount of not less than
One Million Dollars ($1,000,000) with limits in accordance with the
provisions of this Paragraph. If the policy of insurance is written on a
“claims made” basis, said policy shall be continued in full force and effect
at all times during the term of this AGREEMENT, and for a period of five
(5) years from the date of the completion of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT
shall obtain continuing insurance coverage for the prior acts or omissions
of CONSULTANT during the course of performing services under the term
of this AGREEMENT. Said coverage shall be evidenced by either a new
policy evidencing no gap in coverage or by separate extended “tail”
coverage with the present or new carrier.
In the event the present policy of insurance is written on an “occurrence”
basis, said policy shall be continued in full force and effect during the term
of this AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said
policy during this period, new coverage shall be obtained for the required
period to insure for the prior acts of CONSULTANT during the course of
performing services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate
of insurance in a form acceptable to the SANITATION DISTRICT
indicating the deductible or self-retention amounts and the expiration date
of said policy, and shall provide renewal certificates not less than ten (10)
days prior to the expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said
policies and endorsements shall conform to the requirements herein
stated. All certificates and endorsements are to be received and approved
by the SANITATION DISTRICT before work commences. The
SANITATION DISTRICT reserves the right to require complete, certified
copies of all required insurance policies, including endorsements, effecting
the coverage required, at any time. The following are approved forms that
must be submitted as proof of coverage:
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Certificate of
Insurance
ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements
must be submitted for approval by the
SANITATION DISTRICT, and the
SANITATION DISTRICT may reject
alternatives that provide different or less
coverage to the SANITATION DISTRICT.
Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for
the SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that
coverage shall not be cancelled by either party, except after thirty (30)
days’ prior written notice. The Cancellation Section of ACORD Form 25
(5/2010) shall state the required thirty (30) days’ written notification. The
policy shall not terminate, nor shall it be cancelled, nor the coverage
reduced until thirty (30) days after written notice is given to the
SANITATION DISTRICT except for nonpayment of premium, which shall
require not less than ten (10) days written notice to the SANITATION
DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance
broker/agent shall send to the SANITATION DISTRICT a certified letter
which includes a description of the changes in coverage and/or any
increase in deductible or SIR amounts. The certified letter must be sent to
the attention of Risk Management, Div. 260, and shall be received by the
SANITATION DISTRICT not less than thirty (30) days prior to the effective
date of the change(s) if the change would reduce coverage or increase
deductibles or SIR amounts or otherwise reduce or limit the scope of
insurance coverage provided to the SANITATION DISTRICT.
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J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause.
Any other insurance maintained by the SANITATION DISTRICT shall be
excess and not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor
shall it limit the indemnification provision contained in this AGREEMENT,
or the extent to which CONSULTANT may be held responsible for
payment of damages to persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles
and/or self-insured retentions require approval by the SANITATION
DISTRICT. At the option of the SANITATION DISTRICT, either: the
insurer shall reduce or eliminate such deductible or self-insured retention
as respects the SANITATION DISTRICT; or the CONSULTANT shall
provide a financial guarantee satisfactory to the SANITATION DISTRICT
guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
N. Defense Costs
Liability policies shall have a provision that defense costs for all insureds
and additional insureds are paid in addition to and do not deplete any
policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance
requirements for any Subconsultant hired by the CONSULTANT. The
insurance shall be in amounts and types reasonably sufficient to deal with
the risk of loss involving the Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown
above, then SANITATION DISTRICT requires and shall be entitled to
coverage for the higher limits maintained by CONSULTANT.
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10. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed
Project, as requested by the SANITATION DISTRICT, the Parties hereto shall
execute an Amendment to this AGREEMENT setting forth with particularity all
terms of the new AGREEMENT, including, but not limited to any additional
CONSULTANT's fees.
11. PROJECT TEAM AND SUBCONSULTANTS AND SUBCONTRACTORS
CONSULTANT shall provide to SANITATION DISTRICT, prior to execution of
this AGREEMENT, the names and full description of all Subconsultants,
Subcontractors and CONSULTANT’s project team members anticipated to be
used on this Project under this AGREEMENT by CONSULTANT.
CONSULTANT shall include a description of the work and services to be done by
each Subconsultant, Subcontractor and each of CONSULTANT’s Project team
member. CONSULTANT shall include the respective compensation amounts for
CONSULTANT and each Subconsultant and/or Subcontractor, broken down as
indicated in Section 2- COMPENSATION.
There shall be no substitution of the listed Subconsultants, Subcontractors and
CONSULTANT’s project team members without prior written approval by the
SANITATION DISTRICT.
12. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants and/or Subcontractors are
comprised of registered engineers and a staff of specialists and draftsmen in
each department. The firm itself is not a registered engineer but represents and
agrees that wherever, in the performance of this AGREEMENT, the services of a
registered engineer is required, such services hereunder will be performed under
the direct supervision of registered engineers who are registered in California.
13. AUDIT PROVISIONS.
A. SANITATION DISTRICT retains the reasonable right to access, review,
examine, and audit, any and all books, records, documents and any other
evidence of procedures and practices that the SANITATION DISTRICT
determines are necessary to discover and verify that the CONSULTANT is
in compliance with all requirements under this AGREEMENT. The
CONSULTANT shall include the SANITATION DISTRICT’s right as
described above, in any and all of their subcontracts, and shall ensure that
these rights are binding upon all Subconsultants.
B. SANITATION DISTRICT retains the right to examine CONSULTANT’s
books, records, documents and any other evidence of procedures and
practices that the SANITATION DISTRICT determines are necessary to
discover and verify all direct and indirect costs, of whatever nature, which
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are claimed to have been incurred, or anticipated to be incurred or to
ensure CONSULTANT’s compliance with all requirements under this
AGREEMENT during the term of this AGREEMENT and for a period of
three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in
accordance with generally accepted industry standard practices and the
SANITATION DISTRICT’s policy. The CONSULTANT shall make
available to the SANITATION DISTRICT for review and audit, all project
related accounting records and documents, and any other financial data
within 15 days after receipt of notice from the SANITATION DISTRICT.
Upon SANITATION DISTRICT’s request, the CONSULTANT shall submit
exact duplicates of originals of all requested records to the SANITATION
DISTRICT. If an audit is performed, CONSULTANT shall ensure that a
qualified employee of the CONSULTANT will be available to assist
SANITATION DISTRICT’s auditor in obtaining all Project related
accounting records and documents, and any other financial data.
14. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent
contractor and nothing herein shall be deemed to transform CONSULTANT, its
staff, independent contractors, or Subconsultants and/or Subcontractors into
employees of the SANITATION DISTRICT. CONSULTANT’S staff performing
services under the AGREEMENT shall at all times be employees and/or
independent contractors of CONSULTANT. CONSULTANT shall monitor and
control its staff and pay wages, salaries, and other amounts due directly to its staff
in connection with the AGREEMENT. CONSULTANT shall be responsible for
hiring, review, and termination of its staff and shall be accountable for all reports
and obligations respecting them, such as social security, income tax withholding,
unemployment compensation, workers’ compensation and similar matters.
15. NOTICES
All notices hereunder and communications regarding the interpretation of the
terms of this AGREEMENT, or changes thereto, shall be effected by delivery of
said notices in person or by depositing said notices in the U.S. mail, registered or
certified mail, return receipt requested, postage prepaid and addressed as follows:
ORANGE COUNTY SANITATION DISTRICT:
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Bill Gilbert, Project Manager
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CONSULTANT:
D. Woolley & Associates, Inc.
2832 Walnut Avenue, Suite A
Tustin, CA 92780
Attention: Trevor Rice, PLS, President
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved
in writing by the SANITATION DISTRICT’s Project Manager prior to action from
the CONSULTANT.
16. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time,
without cause, upon giving thirty (30) days written notice to CONSULTANT. In
the event of such termination, CONSULTANT shall be entitled to compensation
for work performed on a prorated basis through and including the effective date
of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30)
days written notice only if CONSULTANT is not compensated for billed amounts
in accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the
address listed in NOTICES above.
17. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of
the SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study
materials in its files pertaining to the work described in this AGREEMENT, which
is requested in writing by the SANITATION DISTRICT.
18. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays
employees not less than the minimum wage as defined by law, and that it does
not discriminate in its employment with regard to race, color, religion, sex or
national origin; that it is in compliance with all federal, state and local directives
and executive orders regarding non-discrimination in employment; and that it
agrees to demonstrate positively and aggressively the principle of equal
opportunity in employment.
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19. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each
individual executing this document by and on behalf of each Party is a person
duly authorized to execute this AGREEMENT for that Party.
20. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding
arbitration under the auspices of the Judicial Arbitration and Mediation Service
(“JAMS”), or similar organization or entity conducting alternate dispute resolution
services.
21. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative
Dispute Resolution (ADR) is necessary to enforce or interpret the terms of this
AGREEMENT, the prevailing party shall be entitled to reasonable attorney's fees,
costs and necessary disbursements in addition to any other relief to which he
may be entitled.
22. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted
industry and professional standards. If, within the 12-month period following
completion of its services, the SANITATION DISTRICT informs CONSULTANT
that any part of the services fails to meet those standards, CONSULTANT shall,
within the time prescribed by the SANITATION DISTRICT, take all such actions
as are necessary to correct or complete the noted deficiency(ies).
23. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld),
protect and hold harmless the SANITATION DISTRICT and all of SANITATION
DISTRICT’s officers, directors, employees, CONSULTANT’s, and agents
(collectively the “Indemnified Parties”), from and against any and all claims,
damages, liabilities, causes of action, suits, arbitration awards, losses,
judgments, fines, penalties, costs and expenses (including, without limitation,
attorneys’ fees, disbursements and court costs, and all other professional, expert
or CONSULTANT’s fees and costs and the SANITATION DISTRICT’s general
and administrative expenses; individually, a “Claim”; collectively, “Claims”) which
may arise from or are in any manner related, directly or indirectly, to any work
performed, or any operations, activities, or services provided by CONSULTANT
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in carrying out its obligations under this AGREEMENT to the extent of the
negligent, recklessness and/or willful misconduct of CONSULTANT, its
principals, officers, agents, employees, CONSULTANT’s suppliers,
CONSULTANT, Subconsultants, subcontractors, and/or anyone employed
directly or indirectly by any of them, regardless of any contributing negligence or
strict liability of an Indemnified Party. Notwithstanding the foregoing, nothing
herein shall be construed to require CONSULTANT to indemnify the Indemnified
Parties from any Claim arising solely from:
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
(C) the independent action of a third party who is neither one of the Indemnified
Parties nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to
the fullest extent permitted by law, indemnify the Indemnified Parties, from
Claims arising from more than one cause if any such cause taken alone would
otherwise result in the obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any
liability CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no
circumstances shall the insurance requirements and limits set forth in this
AGREEMENT be construed to limit CONSULTANT’s indemnification obligation
or other liability hereunder. The terms of this AGREEMENT are contractual and
the result of negotiation between the parties hereto. Accordingly, any rule of
construction of contracts (including, without limitation, California Civil Code
Section 1654) that ambiguities are to be construed against the drafting party,
shall not be employed in the interpretation of this AGREEMENT.
24. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty
to indemnify and such duty to defend shall exist regardless of any ultimate liability
of CONSULTANT and shall be consistent with Civil Code section 2782.8. Such
defense obligation shall arise immediately upon presentation of a Claim by any
person if, without regard to the merit of the Claim, such Claim could potentially
result in an obligation to indemnify one or more Indemnified Parties, and upon
written notice of such Claim being provided to CONSULTANT. Payment to
CONSULTANT by any Indemnified Party or the payment or advance of defense
costs by any Indemnified Party shall not be a condition precedent to enforcing
such Indemnified Party’s rights to indemnification hereunder. In the event a final
judgment, arbitration, award, order, settlement, or other final resolution expressly
determines that the claim did not arise out of, pertain to, or relate to the
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negligence, recklessness, or willful misconduct of the CONSULTANT, to any
extent, then the DISTRICT will reimburse CONSULTANT for the reasonable costs
of defending the Indemnified Parties against such claims.
CONSULTANT’S indemnification obligation hereunder shall survive the
expiration or earlier termination of this AGREEMENT until such time as action
against the Indemnified Parties for such matter indemnified hereunder is fully and
finally barred by the applicable statute of limitations.
25. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT
policies and procedures including the OCSD Safety Standards, as applicable, all
of which may be amended from time to time.
26. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT
between the Parties and supersedes all previous negotiations between them
pertaining to the subject matter thereof.
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IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
David John Shawver Date
Board Chairman
By_________________________________
Kelly A. Lore Date
Clerk of the Board
D. WOOLLEY & ASSOCIATES, INC.
By_________________________________
Date
By_________________________________
Date
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
ATTACHMENTS:
Attachment “A” Scope of Work
Attachment “D” Fee Schedule Form
Attachment “J” OCSD Safety Standards
Attachment “K” Allowable Direct Costs
CM:ms
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 1st day of May,
2019, by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter
referred to as "SANITATION DISTRICT", and BUSH & ASSOCIATES, INC., for
purposes of this AGREEMENT hereinafter referred to as "CONSULTANT". The
SANITATION DISTRICT and CONSULTANT are referred to herein collectively as the
"Parties" or individually as a "Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a CONSULTANT for
Surveying Services for the SANITATION DISTRICT’s Capital Improvement Program,
Facilities Engineering, Operations, and Maintenance Projects, PSA2019-002; and,
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which
will result to the parties in carrying out the terms of this AGREEMENT, it is mutually
agreed as follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional and technical services to
accomplish those project elements outlined in the Scope of Work attached hereto as
"Attachment A", and by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of all tests, inspections, reports,
and other services furnished by the CONSULTANT under this AGREEMENT,
including the work performed by its Subconsultants and/or Subcontractors.
Where approval by the SANITATION DISTRICT is indicated, it is understood to
be conceptual approval only and does not relieve the CONSULTANT of
responsibility for complying with all applicable laws, regulations, codes, industry
standards and liability for damages caused by errors, omissions, noncompliance
with industry standards, and/or negligence on the part of the CONSULTANT or
its Subconsultants and/or Subcontractors.
B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness.
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C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its tests, inspections, reports or other services within
the timeframe specified by the Project Manager. The SANITATION DISTRICT
may charge to CONSULTANT all costs, expenses and damages associated with
any such corrections or revisions.
D. All professional services performed by the CONSULTANT, including, but not limited
to, all drafts, data, correspondence, proposals, tests, inspections, reports, and
estimates compiled or composed by the CONSULTANT, pursuant to this
AGREEMENT, are for the sole use of the SANITATION DISTRICT, its agents and
employees. Neither the documents nor their contents shall be released to any third
party without the prior written consent of the SANITATION DISTRICT. This
provision does not apply to information that (a) was publicly known, or otherwise
known to the CONSULTANT, at the time that it was disclosed to the CONSULTANT
by the SANITATION DISTRICT, or (b) subsequently becomes publicly known to the
CONSULTANT other than through disclosure by the SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
A. Total Compensation
Total compensation shall be in an amount not to exceed Two Hundred Thousand
Dollars ($200,000), over a three (3) year period. The SANITATION DISTRICT
will compensate the CONSULTANT for the services provided according to the
unit prices and/or hourly rates, as applicable, for the items included in
Attachment “D” Fee Schedule. Each unit price and/or hourly rate represents all
costs for performing the Work, including but not limited to technician labor,
driving time, vehicles, equipment and materials, equipment calibration, overhead,
profit, report writing, office reviews and supervision, and other miscellaneous
charges.
B. Other Direct Costs
Refer to attachment “K” Allowable Direct Costs for payment information.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right
to approve a reallocation of the incremental amounts constituting the Total
Compensation, provided that the Total Compensation is not increased.
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4. PAYMENT
A. CONSULTANT will submit monthly or periodic statements, separately for each
project or Task, covering services and/or work performed no later than the
second Wednesday of the following month and in the format required by the
SANITATION DISTRICT, to request payment. Such requests shall be based
upon the amount and value of the work and services performed by
CONSULTANT under this AGREEMENT and shall be prepared by
CONSULTANT and accompanied by such supporting data, including:
Tasks completed, identified by the Task number assigned to each Task.
Detailed breakdown of all costs incurred per task performed, and all back-up
documentation for each Task.
Copy of the daily notes or tasks including the signature of the SANITATION
DISTRICT’s Inspector approving the day’s work.
Running total of services billed, services paid, services billed but not paid,
and the amount of the contract remaining.
B. CONSULTANT shall warrant and certify the accuracy of these costs and provide all
support documentation required by the SANITATION DISTRICT. CONSULTANT
understands that submitted costs are subject to Audit Provisions stated herein below.
C. Upon approval of such payment request by the SANITATION DISTRICT, payment
shall be made to CONSULTANT as soon as practicable of one hundred percent
(100%) of the invoiced amount on a unit price or hourly rate basis per task order.
D. If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each task order.
E. The SANITATION DISTRICT may, at the discretion of the Director of Engineering,
retain an amount equal to that which insures that the total amount paid to that
date does not exceed the percentage of the completed work for each task order.
F. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work, including any retained percentages relating to this
portion of the work.
G. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
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exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
H. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
I. A CONSULTANT, Subconsultant or Subcontractor shall be deemed to have
submitted a false claim when the CONSULTANT, Subconsultant or
Subcontractor: (a) knowingly presents or causes to be presented to an officer or
employee of the SANITATION DISTRICT a false claim or request for payment or
approval; (b) knowingly makes, uses, or causes to be made or used a false
record or statement to get a false claim paid or approved by the SANITATION
DISTRICT; (c) conspires to defraud the SANITATION DISTRICT by getting a
false claim allowed or paid by the SANITATION DISTRICT; (d) knowingly makes,
uses, or causes to be made or used a false record or statement to conceal,
avoid, or decrease an obligation to the SANITATION DISTRICT; or (e) is a
beneficiary of an inadvertent submission of a false claim to the SANITATION
DISTRICT, and fails to disclose the false claim to the SANITATION DISTRICT
within a reasonable time after discovery of the false claim.
J. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services under
this AGREEMENT will exceed seventy-five percent (75%) of the not-to-exceed
amount of the AGREEMENT, including approved additional compensation,
CONSULTANT shall notify the SANITATION DISTRICT immediately, and in
writing. This written notice shall indicate the additional amount necessary to
complete the services. Any cost incurred in excess of the approved not-to-exceed
amount, without the express written consent of the SANITATION DISTRICT’s
authorized representative shall be at CONSULTANT’s own risk. This written
notice shall be provided separately from, and in addition to any notification
requirements contained in the CONSULTANT’s requests for payment. Failure to
notify the SANITATION DISTRICT that the services cannot be completed within
the authorized not-to-exceed amount is a material breach of this AGREEMENT.
5. PREVAILING WAGES
To the extent CONSULTANT and its Subconsultant(s) and/or Subcontractor(s) intends
to utilize employees who will perform work during the contract, as more specifically
defined under Labor Code Section 1720, CONSULTANT and its Subconsultant(s) and/or
Subcontractor(s) shall be subject to prevailing wage requirements with respect to such
employees.
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6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR)
REGISTRATION AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees, Subconsultants and/or Subcontractors
who will perform Work during the design and preconstruction phases of a
construction contract for which Prevailing Wage Determinations have been issued
by the DIR and as more specifically defined under Labor Code Section 1720 et
seq, CONSULTANT and Subconsultants shall comply with the registration
requirements of Labor Code Section 1725.5. Pursuant to Labor Code Section
1771.4, the Work is subject to compliance monitoring and enforcement by the DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulation Section 16461(3).
7. AGREEMENT TERM
The services provided under this AGREEMENT shall be for the period of three (3) years,
commencing on May 1, 2019 and continuing through April 30, 2022.
8. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to
tests, inspections, reports, original plans, studies, sketches, drawings, computer
printouts, disk files, and electronic copies prepared in connection with or related
to the Scope of Work or Professional Services, shall be the property of the
SANITATION DISTRICT. The SANITATION DISTRICT’s ownership of these
documents includes use of, reproduction or reuse of and all incidental rights,
whether or not the work for which they were prepared has been performed. The
SANITATION DISTRICT ownership entitlement arises upon payment or any
partial payment for work performed and includes ownership of any and all work
product completed prior to that payment. This Section shall apply whether the
CONSULTANT’s Professional Services are terminated: a) by the completion of
the AGREEMENT, or b) in accordance with other provisions of this
AGREEMENT. Notwithstanding any other provision of this paragraph or
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AGREEMENT, the CONSULTANT shall have the right to make copies of all such
tests, inspections, reports, plans, studies, sketches, drawings, computer printouts
and disk files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the tests, inspections, reports, plans or deliverables where
the subsequent changes or uses are not authorized or approved by
CONSULTANT, provided that the service rendered by CONSULTANT was not a
proximate cause of the damage.
9. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution
shall occur within twenty (20) days of written notice to
CONSULTANT, by the SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work
under this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT,
including the period of warranty, Commercial General Liability Insurance
written on an occurrence basis providing the following minimum limits of
liability coverage: Two Million Dollars ($2,000,000) per occurrence with
Two Million Dollars ($2,000,000) aggregate. Said insurance shall include
coverage for the following hazards: Premises-Operations, blanket
contractual liability (for this AGREEMENT), products liability/completed
operations (including any product manufactured or assembled), broad
form property damage, blanket contractual liability, independent
contractors liability, personal and advertising injury, mobile equipment,
owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will
not be accepted in lieu of the actual additional insured endorsement(s). If
requested by SANITATION DISTRICT and applicable, XCU coverage
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(Explosion, Collapse and Underground) and Riggers/On Hook Liability
must be included in the General Liability policy and coverage must be
reflected on the submitted Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single
policy of primary insurance or a combination of policies of primary and
umbrella excess coverage. Umbrella excess liability coverage shall be
issued with limits of liability which, when combined with the primary
insurance, will equal the minimum limits for general liability and
automotive liability.
D. Automotive/Vehicle liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability
Insurance on a comprehensive form covering all owned, non-owned, and
hired automobiles, trucks, and other vehicles providing the following
minimum limits of liability coverage: Combined single limit of One Million
Dollars ($1,000,000) or alternatively, One Million Dollars ($1,000,000) per
person for bodily injury and One Million Dollars ($1,000,000) per accident
for property damage. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of one million dollars ($1,000,000) in form
acceptable to the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance
as required by the Labor Code of the State of California in the amount of
the statutory limit, including Employer’s Liability Insurance with a minimum
limit of One Million Dollars ($1,000,000) per occurrence. Such Worker’s
Compensation Insurance shall be endorsed to provide for a waiver of
subrogation in favor of the SANITATION DISTRICT. A statement on an
insurance certificate will not be accepted in lieu of the actual
endorsements unless the insurance carrier is State of California Insurance
Fund and the identifier “SCIF” and endorsement numbers 2570 and 2065
are referenced on the certificate of insurance. If an exposure to Jones Act
liability may exist, the insurance required herein shall include coverage for
Jones Act claims.
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G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term
of this AGREEMENT, standard industry form professional negligence
errors and omissions insurance coverage in an amount of not less than
One Million Dollars ($1,000,000) with limits in accordance with the
provisions of this Paragraph. If the policy of insurance is written on a
“claims made” basis, said policy shall be continued in full force and effect
at all times during the term of this AGREEMENT, and for a period of five
(5) years from the date of the completion of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT
shall obtain continuing insurance coverage for the prior acts or omissions
of CONSULTANT during the course of performing services under the term
of this AGREEMENT. Said coverage shall be evidenced by either a new
policy evidencing no gap in coverage or by separate extended “tail”
coverage with the present or new carrier.
In the event the present policy of insurance is written on an “occurrence”
basis, said policy shall be continued in full force and effect during the term
of this AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said
policy during this period, new coverage shall be obtained for the required
period to insure for the prior acts of CONSULTANT during the course of
performing services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate
of insurance in a form acceptable to the SANITATION DISTRICT
indicating the deductible or self-retention amounts and the expiration date
of said policy, and shall provide renewal certificates not less than ten (10)
days prior to the expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said
policies and endorsements shall conform to the requirements herein
stated. All certificates and endorsements are to be received and approved
by the SANITATION DISTRICT before work commences. The
SANITATION DISTRICT reserves the right to require complete, certified
copies of all required insurance policies, including endorsements, effecting
the coverage required, at any time. The following are approved forms that
must be submitted as proof of coverage:
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Certificate of
Insurance
ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements
must be submitted for approval by the
SANITATION DISTRICT, and the
SANITATION DISTRICT may reject
alternatives that provide different or less
coverage to the SANITATION DISTRICT.
Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for
the SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that
coverage shall not be cancelled by either party, except after thirty (30)
days’ prior written notice. The Cancellation Section of ACORD Form 25
(5/2010) shall state the required thirty (30) days’ written notification. The
policy shall not terminate, nor shall it be cancelled, nor the coverage
reduced until thirty (30) days after written notice is given to the
SANITATION DISTRICT except for nonpayment of premium, which shall
require not less than ten (10) days written notice to the SANITATION
DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance
broker/agent shall send to the SANITATION DISTRICT a certified letter
which includes a description of the changes in coverage and/or any
increase in deductible or SIR amounts. The certified letter must be sent to
the attention of Risk Management, Div. 260, and shall be received by the
SANITATION DISTRICT not less than thirty (30) days prior to the effective
date of the change(s) if the change would reduce coverage or increase
deductibles or SIR amounts or otherwise reduce or limit the scope of
insurance coverage provided to the SANITATION DISTRICT.
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J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause.
Any other insurance maintained by the SANITATION DISTRICT shall be
excess and not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor
shall it limit the indemnification provision contained in this AGREEMENT,
or the extent to which CONSULTANT may be held responsible for
payment of damages to persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles
and/or self-insured retentions require approval by the SANITATION
DISTRICT. At the option of the SANITATION DISTRICT, either: the
insurer shall reduce or eliminate such deductible or self-insured retention
as respects the SANITATION DISTRICT; or the CONSULTANT shall
provide a financial guarantee satisfactory to the SANITATION DISTRICT
guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
N. Defense Costs
Liability policies shall have a provision that defense costs for all insureds
and additional insureds are paid in addition to and do not deplete any
policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance
requirements for any Subconsultant hired by the CONSULTANT. The
insurance shall be in amounts and types reasonably sufficient to deal with
the risk of loss involving the Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown
above, then SANITATION DISTRICT requires and shall be entitled to
coverage for the higher limits maintained by CONSULTANT.
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10. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed
Project, as requested by the SANITATION DISTRICT, the Parties hereto shall
execute an Amendment to this AGREEMENT setting forth with particularity all
terms of the new AGREEMENT, including, but not limited to any additional
CONSULTANT's fees.
11. PROJECT TEAM AND SUBCONSULTANTS AND SUBCONTRACTORS
CONSULTANT shall provide to SANITATION DISTRICT, prior to execution of
this AGREEMENT, the names and full description of all Subconsultants,
Subcontractors and CONSULTANT’s project team members anticipated to be
used on this Project under this AGREEMENT by CONSULTANT.
CONSULTANT shall include a description of the work and services to be done by
each Subconsultant, Subcontractor and each of CONSULTANT’s Project team
member. CONSULTANT shall include the respective compensation amounts for
CONSULTANT and each Subconsultant and/or Subcontractor, broken down as
indicated in Section 2- COMPENSATION.
There shall be no substitution of the listed Subconsultants, Subcontractors and
CONSULTANT’s project team members without prior written approval by the
SANITATION DISTRICT.
12. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants and/or Subcontractors are
comprised of registered engineers and a staff of specialists and draftsmen in
each department. The firm itself is not a registered engineer but represents and
agrees that wherever, in the performance of this AGREEMENT, the services of a
registered engineer is required, such services hereunder will be performed under
the direct supervision of registered engineers who are registered in California.
13. AUDIT PROVISIONS.
A. SANITATION DISTRICT retains the reasonable right to access, review,
examine, and audit, any and all books, records, documents and any other
evidence of procedures and practices that the SANITATION DISTRICT
determines are necessary to discover and verify that the CONSULTANT is
in compliance with all requirements under this AGREEMENT. The
CONSULTANT shall include the SANITATION DISTRICT’s right as
described above, in any and all of their subcontracts, and shall ensure that
these rights are binding upon all Subconsultants.
B. SANITATION DISTRICT retains the right to examine CONSULTANT’s
books, records, documents and any other evidence of procedures and
practices that the SANITATION DISTRICT determines are necessary to
discover and verify all direct and indirect costs, of whatever nature, which
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are claimed to have been incurred, or anticipated to be incurred or to
ensure CONSULTANT’s compliance with all requirements under this
AGREEMENT during the term of this AGREEMENT and for a period of
three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in
accordance with generally accepted industry standard practices and the
SANITATION DISTRICT’s policy. The CONSULTANT shall make
available to the SANITATION DISTRICT for review and audit, all project
related accounting records and documents, and any other financial data
within 15 days after receipt of notice from the SANITATION DISTRICT.
Upon SANITATION DISTRICT’s request, the CONSULTANT shall submit
exact duplicates of originals of all requested records to the SANITATION
DISTRICT. If an audit is performed, CONSULTANT shall ensure that a
qualified employee of the CONSULTANT will be available to assist
SANITATION DISTRICT’s auditor in obtaining all Project related
accounting records and documents, and any other financial data.
14. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent
contractor and nothing herein shall be deemed to transform CONSULTANT, its
staff, independent contractors, or Subconsultants and/or Subcontractors into
employees of the SANITATION DISTRICT. CONSULTANT’S staff performing
services under the AGREEMENT shall at all times be employees and/or
independent contractors of CONSULTANT. CONSULTANT shall monitor and
control its staff and pay wages, salaries, and other amounts due directly to its staff
in connection with the AGREEMENT. CONSULTANT shall be responsible for
hiring, review, and termination of its staff and shall be accountable for all reports
and obligations respecting them, such as social security, income tax withholding,
unemployment compensation, workers’ compensation and similar matters.
15. NOTICES
All notices hereunder and communications regarding the interpretation of the
terms of this AGREEMENT, or changes thereto, shall be effected by delivery of
said notices in person or by depositing said notices in the U.S. mail, registered or
certified mail, return receipt requested, postage prepaid and addressed as follows:
ORANGE COUNTY SANITATION DISTRICT:
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Bill Gilbert, Project Manager
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CONSULTANT:
Bush & Associates, Inc.
18017 Sky Park Circle, Suite Q
Irvine, CA 92614
Attention: David A. Bush, LS, President
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved
in writing by the SANITATION DISTRICT’s Project Manager prior to action from
the CONSULTANT.
16. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time,
without cause, upon giving thirty (30) days written notice to CONSULTANT. In
the event of such termination, CONSULTANT shall be entitled to compensation
for work performed on a prorated basis through and including the effective date
of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30)
days written notice only if CONSULTANT is not compensated for billed amounts
in accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the
address listed in NOTICES above.
17. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of
the SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study
materials in its files pertaining to the work described in this AGREEMENT, which
is requested in writing by the SANITATION DISTRICT.
18. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays
employees not less than the minimum wage as defined by law, and that it does
not discriminate in its employment with regard to race, color, religion, sex or
national origin; that it is in compliance with all federal, state and local directives
and executive orders regarding non-discrimination in employment; and that it
agrees to demonstrate positively and aggressively the principle of equal
opportunity in employment.
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19. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each
individual executing this document by and on behalf of each Party is a person
duly authorized to execute this AGREEMENT for that Party.
20. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding
arbitration under the auspices of the Judicial Arbitration and Mediation Service
(“JAMS”), or similar organization or entity conducting alternate dispute resolution
services.
21. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative
Dispute Resolution (ADR) is necessary to enforce or interpret the terms of this
AGREEMENT, the prevailing party shall be entitled to reasonable attorney's fees,
costs and necessary disbursements in addition to any other relief to which he
may be entitled.
22. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted
industry and professional standards. If, within the 12-month period following
completion of its services, the SANITATION DISTRICT informs CONSULTANT
that any part of the services fails to meet those standards, CONSULTANT shall,
within the time prescribed by the SANITATION DISTRICT, take all such actions
as are necessary to correct or complete the noted deficiency(ies).
23. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld),
protect and hold harmless the SANITATION DISTRICT and all of SANITATION
DISTRICT’s officers, directors, employees, CONSULTANT’s, and agents
(collectively the “Indemnified Parties”), from and against any and all claims,
damages, liabilities, causes of action, suits, arbitration awards, losses,
judgments, fines, penalties, costs and expenses (including, without limitation,
attorneys’ fees, disbursements and court costs, and all other professional, expert
or CONSULTANT’s fees and costs and the SANITATION DISTRICT’s general
and administrative expenses; individually, a “Claim”; collectively, “Claims”) which
may arise from or are in any manner related, directly or indirectly, to any work
performed, or any operations, activities, or services provided by CONSULTANT
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in carrying out its obligations under this AGREEMENT to the extent of the
negligent, recklessness and/or willful misconduct of CONSULTANT, its
principals, officers, agents, employees, CONSULTANT’s suppliers,
CONSULTANT, Subconsultants, subcontractors, and/or anyone employed
directly or indirectly by any of them, regardless of any contributing negligence or
strict liability of an Indemnified Party. Notwithstanding the foregoing, nothing
herein shall be construed to require CONSULTANT to indemnify the Indemnified
Parties from any Claim arising solely from:
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
(C) the independent action of a third party who is neither one of the Indemnified
Parties nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to
the fullest extent permitted by law, indemnify the Indemnified Parties, from
Claims arising from more than one cause if any such cause taken alone would
otherwise result in the obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any
liability CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no
circumstances shall the insurance requirements and limits set forth in this
AGREEMENT be construed to limit CONSULTANT’s indemnification obligation
or other liability hereunder. The terms of this AGREEMENT are contractual and
the result of negotiation between the parties hereto. Accordingly, any rule of
construction of contracts (including, without limitation, California Civil Code
Section 1654) that ambiguities are to be construed against the drafting party,
shall not be employed in the interpretation of this AGREEMENT.
24. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty
to indemnify and such duty to defend shall exist regardless of any ultimate liability
of CONSULTANT and shall be consistent with Civil Code section 2782.8. Such
defense obligation shall arise immediately upon presentation of a Claim by any
person if, without regard to the merit of the Claim, such Claim could potentially
result in an obligation to indemnify one or more Indemnified Parties, and upon
written notice of such Claim being provided to CONSULTANT. Payment to
CONSULTANT by any Indemnified Party or the payment or advance of defense
costs by any Indemnified Party shall not be a condition precedent to enforcing
such Indemnified Party’s rights to indemnification hereunder. In the event a final
judgment, arbitration, award, order, settlement, or other final resolution expressly
determines that the claim did not arise out of, pertain to, or relate to the
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negligence, recklessness, or willful misconduct of the CONSULTANT, to any
extent, then the DISTRICT will reimburse CONSULTANT for the reasonable costs
of defending the Indemnified Parties against such claims.
CONSULTANT’S indemnification obligation hereunder shall survive the
expiration or earlier termination of this AGREEMENT until such time as action
against the Indemnified Parties for such matter indemnified hereunder is fully and
finally barred by the applicable statute of limitations.
25. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT
policies and procedures including the OCSD Safety Standards, as applicable, all
of which may be amended from time to time.
26. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT
between the Parties and supersedes all previous negotiations between them
pertaining to the subject matter thereof.
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IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
David John Shawver Date
Board Chairman
By_________________________________
Kelly A. Lore Date
Clerk of the Board
BUSH & ASSOCIATES, Inc.
By_________________________________
Date
By_________________________________
Date
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
ATTACHMENTS:
Attachment “A” Scope of Work
Attachment “D” Fee Schedule Form
Attachment “J” OCSD Safety Standards
Attachment “K” Allowable Direct Costs
CM:ms
Page 1 of 3
OPERATIONS COMMITTEE Meeting Date 02/06/19 To Bd. of Dir. 02/27/19
AGENDA REPORT Item Number 4 Item Number
Orange County Sanitation District FROM: James D. Herberg, General Manager Originator: Rob Thompson, Assistant General Manager SUBJECT: GEOTECHNICAL TESTING SERVICES
GENERAL MANAGER'S RECOMMENDATION Approve Professional Services Agreements to provide on-call Materials Testing, Inspection, and Geotechnical Testing Services for Collection System and Treatment Plant
projects, PSA2019-003, for a three-year period effective May 1, 2019, for an amount not to exceed $300,000 per individual agreement ($900,000 total) with the following three firms:
• Ninyo & Moore
• SCST, Inc.
• Koury Engineering and Testing, Inc.
BACKGROUND
The Orange County Sanitation District (Sanitation District) uses outside specialty Consultants for on-call materials testing, inspection, and geotechnical testing services in
support of the Capital Improvement Program, Small Construction Projects, and Maintenance Projects during the planning, design, and construction of facilities both inside the plants and for the collection systems. RELEVANT STANDARDS
• Ensure the public’s money is wisely spent
PROBLEM
The Sanitation District has a need for on-call materials testing, inspection, and geotechnical testing services. Currently, the Sanitation District has contracts with three firms that provide these services. The current contracts are expiring and a Request for
Proposal (RFP) was issued to provide continuance of these services. PROPOSED SOLUTION
The Sanitation District advertised a RFP on August 7, 2018 and nine proposals were
received. Based on the Sanitation District’s standard evaluation process and pursuant to
government codes, staff recommends approval of the Professional Services Agreements with Ninyo & Moore; SCST, Inc.; and Koury Engineering & Testing, Inc.
Page 2 of 3
TIMING CONCERNS The current contracts will be expiring and the budgets expended. Delaying the new
contracts will prevent the use of these services to support Collection System and
Treatment Plant projects. RAMIFICATIONS OF NOT TAKING ACTION
Increased risk in construction quality concerns and code compliance in supporting the
Capital Improvement Program, Small Construction Projects, and Maintenance Projects. PRIOR COMMITTEE/BOARD ACTIONS
N/A ADDITIONAL INFORMATION The proposed Professional Services Agreements shall cover a three-year period. The
recommended contract amounts are based on average of the number and type of test
and inspections utilized over the past three years, and the anticipated needs going forward for the next three years. Staff will use these Consultants on an as-needed basis only. The total agreement cost is not guaranteed, nor is it paid to the Consultant if their services are not used.
Staff Evaluation of Proposals: The nine received proposals were evaluated on three predefined and equally weighted criteria:
1. Approach and Understanding of the Scope of Work 2. Staff Qualifications 3. Related Project Experience
Page 3 of 3
The evaluation team reviewed and ranked the received proposals as follows: PROPOSAL EVALUATION SCORES
Proposer Rank
Ninyo & Moore 1
SCST, Inc. 2
Koury Engineering & Testing, Inc. 3
Converse Consultants 4
MTGL, Inc. 5
Wood Environmental & Infrastructure, Inc. 6
AESCO, Inc. 7
California Testing & Inspections 8
Sequoia Consultants Non-responsive
The fee proposals for the top selected firms were opened on October 3, 2018 and the
rates were reviewed for general conformance and found to be acceptable. Contracts are recommended to be awarded to Ninyo & Moore; SCST, Inc.; and Koury Engineering & Testing, Inc. each for an amount not to exceed $300,000.
CEQA This is not a project as defined by the California Environmental Quality Act (CEQA), therefore CEQA does not apply.
FINANCIAL CONSIDERATIONS
This request complies with authority levels of the Sanitation District's Purchasing Ordinance. These funds are included in the individual project budgets that require these services.
ATTACHMENT
The following attachment(s) may be viewed on-line at the OCSD website (www.ocsd.com) with the
complete agenda package:
• Professional Services Agreements
DF:TC:dm:gc
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 1st day of May, 2019,
by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter referred to as
"SANITATION DISTRICT", and NINYO & MOORE, for purposes of this AGREEMENT
hereinafter referred to as "CONSULTANT". The SANITATION DISTRICT and CONSULTANT
are referred to herein collectively as the "Parties" or individually as a "Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a CONSULTANT for
Materials Testing, Inspection, and Other Geotechnical Testing Services for the
SANITATION DISTRICT’s Capital Improvement Program, Facilities Engineering,
Operations, And Maintenance Projects, PSA2019-003; and,
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which will
result to the parties in carrying out the terms of this AGREEMENT, it is mutually agreed as
follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional and technical services to
accomplish those project elements outlined in the Scope of Work attached hereto as
"Attachment A", and by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of all tests, inspections, reports,
and other services furnished by the CONSULTANT under this AGREEMENT,
including the work performed by its Subconsultants and/or Subcontractors.
Where approval by the SANITATION DISTRICT is indicated, it is understood to
be conceptual approval only and does not relieve the CONSULTANT of
responsibility for complying with all applicable laws, regulations, codes, industry
standards and liability for damages caused by errors, omissions, noncompliance
with industry standards, and/or negligence on the part of the CONSULTANT or
its Subconsultants and/or Subcontractors.
B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness.
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C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its tests, inspections, reports or other services within
the timeframe specified by the Project Manager. The SANITATION DISTRICT
may charge to CONSULTANT all costs, expenses and damages associated with
any such corrections or revisions.
D. All professional services performed by the CONSULTANT, including, but not limited
to, all drafts, data, correspondence, proposals, tests, inspections, reports, and
estimates compiled or composed by the CONSULTANT, pursuant to this
AGREEMENT, are for the sole use of the SANITATION DISTRICT, its agents and
employees. Neither the documents nor their contents shall be released to any third
party without the prior written consent of the SANITATION DISTRICT. This
provision does not apply to information that (a) was publicly known, or otherwise
known to the CONSULTANT, at the time that it was disclosed to the CONSULTANT
by the SANITATION DISTRICT, or (b) subsequently becomes publicly known to the
CONSULTANT other than through disclosure by the SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
A. Total Compensation
Total compensation shall be in an amount not to exceed Three Hundred
Thousand Dollars ($300,000), over a three (3) year period. The SANITATION
DISTRICT will compensate the CONSULTANT for the services provided
according to the unit prices and/or hourly rates, as applicable, for the items
included in Attachment “D” Fee Schedule. Each unit price and/or hourly rate
represents all costs for performing the Work, including but not limited to
technician labor, driving time, vehicles, equipment and materials, equipment
calibration, overhead, profit, report writing, office reviews and supervision, and
other miscellaneous charges.
B. Other Direct Costs
Refer to attachment “K” Allowable Direct Costs for payment information.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right to
approve a reallocation of the incremental amounts constituting the Total Compensation,
provided that the Total Compensation is not increased.
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4. PAYMENT
A. CONSULTANT will submit monthly or periodic statements, separately for each
project or Task, covering services and/or work performed no later than the
second Wednesday of the following month and in the format required by the
SANITATION DISTRICT, to request payment. Such requests shall be based
upon the amount and value of the work and services performed by
CONSULTANT under this AGREEMENT and shall be prepared by
CONSULTANT and accompanied by such supporting data, including:
Tasks completed, identified by the Task number assigned to each Task.
Detailed breakdown of all costs incurred per task performed, and all back-up
documentation for each Task.
Copy of the daily notes or tasks including the signature of the SANITATION
DISTRICT’s Inspector approving the day’s work.
Running total of services billed, services paid, services billed but not paid,
and the amount of the contract remaining.
B. CONSULTANT shall warrant and certify the accuracy of these costs and provide all
support documentation required by the SANITATION DISTRICT. CONSULTANT
understands that submitted costs are subject to Audit Provisions stated herein below.
C. Upon approval of such payment request by the SANITATION DISTRICT, payment
shall be made to CONSULTANT as soon as practicable of one hundred percent
(100%) of the invoiced amount on a unit price or hourly rate basis per task order.
D. If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each task order.
E. The SANITATION DISTRICT may, at the discretion of the Director of
Engineering, retain an amount equal to that which insures that the total amount
paid to that date does not exceed the percentage of the completed work for each
task order.
F. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work, including any retained percentages relating to this
portion of the work.
G. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
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release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
H. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
I. A CONSULTANT, Subconsultant or Subcontractor shall be deemed to have
submitted a false claim when the CONSULTANT, Subconsultant or
Subcontractor: (a) knowingly presents or causes to be presented to an officer or
employee of the SANITATION DISTRICT a false claim or request for payment or
approval; (b) knowingly makes, uses, or causes to be made or used a false
record or statement to get a false claim paid or approved by the SANITATION
DISTRICT; (c) conspires to defraud the SANITATION DISTRICT by getting a
false claim allowed or paid by the SANITATION DISTRICT; (d) knowingly makes,
uses, or causes to be made or used a false record or statement to conceal,
avoid, or decrease an obligation to the SANITATION DISTRICT; or (e) is a
beneficiary of an inadvertent submission of a false claim to the SANITATION
DISTRICT, and fails to disclose the false claim to the SANITATION DISTRICT
within a reasonable time after discovery of the false claim.
J. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services under
this AGREEMENT will exceed seventy-five percent (75%) of the not-to-exceed
amount of the AGREEMENT, including approved additional compensation,
CONSULTANT shall notify the SANITATION DISTRICT immediately, and in
writing. This written notice shall indicate the additional amount necessary to
complete the services. Any cost incurred in excess of the approved not-to-exceed
amount, without the express written consent of the SANITATION DISTRICT’s
authorized representative shall be at CONSULTANT’s own risk. This written
notice shall be provided separately from, and in addition to any notification
requirements contained in the CONSULTANT’s requests for payment. Failure to
notify the SANITATION DISTRICT that the services cannot be completed within
the authorized not-to-exceed amount is a material breach of this AGREEMENT.
5. PREVAILING WAGES
To the extent CONSULTANT and its Subconsultant(s) and/or Subcontractor(s) intends
to utilize employees who will perform work during the contract, as more specifically
defined under Labor Code Section 1720, CONSULTANT and its Subconsultant(s) and/or
Subcontractor(s) shall be subject to prevailing wage requirements with respect to such
employees.
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6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR) REGISTRATION
AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees, Subconsultants and/or
Subcontractors who will perform Work during the design and preconstruction
phases of a construction contract for which Prevailing Wage Determinations have
been issued by the DIR and as more specifically defined under Labor Code
Section 1720 et seq, CONSULTANT and Subconsultants shall comply with the
registration requirements of Labor Code Section 1725.5. Pursuant to Labor
Code Section 1771.4, the Work is subject to compliance monitoring and
enforcement by the DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulation Section 16461(3).
7. AGREEMENT TERM
The services provided under this AGREEMENT shall be for the period of three (3) years,
commencing on May 1, 2019 and continuing through April 30, 2022.
8. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to
tests, inspections, reports, original plans, studies, sketches, drawings, computer
printouts, disk files, and electronic copies prepared in connection with or related
to the Scope of Work or Professional Services, shall be the property of the
SANITATION DISTRICT. The SANITATION DISTRICT’s ownership of these
documents includes use of, reproduction or reuse of and all incidental rights,
whether or not the work for which they were prepared has been performed. The
SANITATION DISTRICT ownership entitlement arises upon payment or any
partial payment for work performed and includes ownership of any and all work
product completed prior to that payment. This Section shall apply whether the
CONSULTANT’s Professional Services are terminated: a) by the completion of
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the AGREEMENT, or b) in accordance with other provisions of this AGREEMENT.
Notwithstanding any other provision of this paragraph or AGREEMENT, the
CONSULTANT shall have the right to make copies of all such plans, studies,
sketches, drawings, computer printouts and disk files, and specifications.
AGREEMENT, the CONSULTANT shall have the right to make copies of all such
tests, inspections, reports, plans, studies, sketches, drawings, computer printouts
and disk files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the tests, inspections, reports, plans or deliverables where
the subsequent changes or uses are not authorized or approved by
CONSULTANT, provided that the service rendered by CONSULTANT was not a
proximate cause of the damage.
9. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution shall
occur within twenty (20) days of written notice to CONSULTANT, by the
SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work under
this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT, including
the period of warranty, Commercial General Liability Insurance written on an
occurrence basis providing the following minimum limits of liability coverage: Two
Million Dollars ($2,000,000) per occurrence with Two Million Dollars ($2,000,000)
aggregate. Said insurance shall include coverage for the following hazards:
Premises-Operations, blanket contractual liability (for this AGREEMENT),
products liability/completed operations (including any product manufactured or
assembled), broad form property damage, blanket contractual liability,
independent contractors liability, personal and advertising injury, mobile
equipment, owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement(s). If requested by
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SANITATION DISTRICT and applicable, XCU coverage (Explosion, Collapse
and Underground) and Riggers/On Hook Liability must be included in the
General Liability policy and coverage must be reflected on the submitted
Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single policy of
primary insurance or a combination of policies of primary and umbrella excess
coverage. Umbrella excess liability coverage shall be issued with limits of liability
which, when combined with the primary insurance, will equal the minimum limits
for general liability and automotive liability.
D. Automotive/Vehicle liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability Insurance on a
comprehensive form covering all owned, non-owned, and hired automobiles, trucks,
and other vehicles providing the following minimum limits of liability coverage:
Combined single limit of One Million Dollars ($1,000,000) or alternatively, One
Million Dollars ($1,000,000) per person for bodily injury and One Million Dollars
($1,000,000) per accident for property damage. A statement on an insurance
certificate will not be accepted in lieu of the actual additional insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of One Million Dollars ($1,000,000) in form
acceptable to the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance as
required by the Labor Code of the State of California in the amount of the statutory
limit, including Employer’s Liability Insurance with a minimum limit of One Million
Dollars ($1,000,000) per occurrence. Such Worker’s Compensation Insurance shall
be endorsed to provide for a waiver of subrogation in favor of the SANITATION
DISTRICT. A statement on an insurance certificate will not be accepted in lieu of the
actual endorsements unless the insurance carrier is State of California Insurance
Fund and the identifier “SCIF” and endorsement numbers 2570 and 2065 are
referenced on the certificate of insurance. If an exposure to Jones Act liability may
exist, the insurance required herein shall include coverage for Jones Act claims.
G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term of this
AGREEMENT, standard industry form professional negligence errors and
omissions insurance coverage in an amount of not less than One Million Dollars
($1,000,000) with limits in accordance with the provisions of this Paragraph. If
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the policy of insurance is written on a “claims made” basis, said policy shall be
continued in full force and effect at all times during the term of this
AGREEMENT, and for a period of five (5) years from the date of the completion
of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT shall
obtain continuing insurance coverage for the prior acts or omissions of
CONSULTANT during the course of performing services under the term of this
AGREEMENT. Said coverage shall be evidenced by either a new policy
evidencing no gap in coverage or by separate extended “tail” coverage with the
present or new carrier.
In the event the present policy of insurance is written on an “occurrence” basis,
said policy shall be continued in full force and effect during the term of this
AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said policy
during this period, new coverage shall be obtained for the required period to
insure for the prior acts of CONSULTANT during the course of performing
services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate of
insurance in a form acceptable to the SANITATION DISTRICT indicating the
deductible or self-retention amounts and the expiration date of said policy, and
shall provide renewal certificates not less than ten (10) days prior to the
expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said policies and
endorsements shall conform to the requirements herein stated. All certificates
and endorsements are to be received and approved by the SANITATION
DISTRICT before work commences. The SANITATION DISTRICT reserves the
right to require complete, certified copies of all required insurance policies,
including endorsements, effecting the coverage required, at any time. The
following are approved forms that must be submitted as proof of coverage:
Certificate of Insurance ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements must
be submitted for approval by the SANITATION
DISTRICT, and the SANITATION DISTRICT
may reject alternatives that provide different or
less coverage to the SANITATION DISTRICT.
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Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for the
SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that coverage
shall not be cancelled by either party, except after thirty (30) days’ prior written
notice. The Cancellation Section of ACORD Form 25 (5/2010) shall state the
required thirty (30) days’ written notification. The policy shall not terminate, nor
shall it be cancelled, nor the coverage reduced until thirty (30) days after written
notice is given to the SANITATION DISTRICT except for nonpayment of
premium, which shall require not less than ten (10) days written notice to the
SANITATION DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance broker/agent
shall send to the SANITATION DISTRICT a certified letter which includes a
description of the changes in coverage and/or any increase in deductible or SIR
amounts. The certified letter must be sent to the attention of Risk Management,
Div. 260, and shall be received by the SANITATION DISTRICT not less than
thirty (30) days prior to the effective date of the change(s) if the change would
reduce coverage or increase deductibles or SIR amounts or otherwise reduce or
limit the scope of insurance coverage provided to the SANITATION DISTRICT.
J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause. Any
other insurance maintained by the SANITATION DISTRICT shall be excess and
not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor shall it
limit the indemnification provision contained in this AGREEMENT, or the extent
to which CONSULTANT may be held responsible for payment of damages to
persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles and/or
self-insured retentions require approval by the SANITATION DISTRICT. At the
option of the SANITATION DISTRICT, either: the insurer shall reduce or
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eliminate such deductible or self-insured retention as respects the SANITATION
DISTRICT; or the CONSULTANT shall provide a financial guarantee satisfactory
to the SANITATION DISTRICT guaranteeing payment of losses and related
investigations, claim administration and defense expenses.
N. Defense Costs
Liability policies shall have a provision that defense costs for all insureds and
additional insureds are paid in addition to and do not deplete any policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance requirements for
any Subconsultant hired by the CONSULTANT. The insurance shall be in
amounts and types reasonably sufficient to deal with the risk of loss involving the
Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown above,
then SANITATION DISTRICT requires and shall be entitled to coverage for the
higher limits maintained by CONSULTANT.
10. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed Project, as
requested by the SANITATION DISTRICT, the Parties hereto shall execute an
Amendment to this AGREEMENT setting forth with particularity all terms of the new
AGREEMENT, including, but not limited to any additional CONSULTANT's fees.
11. PROJECT TEAM AND SUBCONSULTANTS AND SUBCONTRACTORS – Note Used
12. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants and/or Subcontractors are
comprised of registered engineers and a staff of specialists and draftsmen in each
department. The firm itself is not a registered engineer but represents and agrees that
wherever, in the performance of this AGREEMENT, the services of a registered
engineer is required, such services hereunder will be performed under the direct
supervision of registered engineers who are registered in California.
13. AUDIT PROVISIONS
A. SANITATION DISTRICT retains the reasonable right to access, review, examine,
and audit, any and all books, records, documents and any other evidence of
procedures and practices that the SANITATION DISTRICT determines are
necessary to discover and verify that the CONSULTANT is in compliance with all
requirements under this AGREEMENT. The CONSULTANT shall include the
SANITATION DISTRICT’s right as described above, in any and all of their
subcontracts, and shall ensure that these rights are binding upon all
Subconsultants.
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B. SANITATION DISTRICT retains the right to examine CONSULTANT’s books,
records, documents and any other evidence of procedures and practices that the
SANITATION DISTRICT determines are necessary to discover and verify all
direct and indirect costs, of whatever nature, which are claimed to have been
incurred, or anticipated to be incurred or to ensure CONSULTANT’s compliance
with all requirements under this AGREEMENT during the term of this
AGREEMENT and for a period of three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in accordance with
generally accepted industry standard practices and the SANITATION
DISTRICT’s policy. The CONSULTANT shall make available to the
SANITATION DISTRICT for review and audit, all project related accounting
records and documents, and any other financial data within 15 days after receipt
of notice from the SANITATION DISTRICT. Upon SANITATION DISTRICT’s
request, the CONSULTANT shall submit exact duplicates of originals of all
requested records to the SANITATION DISTRICT. If an audit is performed,
CONSULTANT shall ensure that a qualified employee of the CONSULTANT will
be available to assist SANITATION DISTRICT’s auditor in obtaining all Project
related accounting records and documents, and any other financial data.
14. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent contractor and
nothing herein shall be deemed to transform CONSULTANT, its staff, independent
contractors, or Subconsultants and/or Subcontractors into employees of the SANITATION
DISTRICT. CONSULTANT’S staff performing services under the AGREEMENT shall at all
times be employees and/or independent contractors of CONSULTANT. CONSULTANT
shall monitor and control its staff and pay wages, salaries, and other amounts due directly
to its staff in connection with the AGREEMENT. CONSULTANT shall be responsible for
hiring, review, and termination of its staff and shall be accountable for all reports and
obligations respecting them, such as social security, income tax withholding,
unemployment compensation, workers’ compensation and similar matters.
15. NOTICES
All notices hereunder and communications regarding the interpretation of the terms of this
AGREEMENT, or changes thereto, shall be effected by delivery of said notices in person
or by depositing said notices in the U.S. mail, registered or certified mail, return receipt
requested, postage prepaid and addressed as follows:
ORANGE COUNTY SANITATION DISTRICT:
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Bill Gilbert, Project Manager
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CONSULTANT:
Ninyo & Moore
475 Goddard, Suite 200
Irvine, CA 92618
Attention: Kurt S. Yoshii
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved in
writing by the SANITATION DISTRICT’s Project Manager prior to action from the
CONSULTANT.
16. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time, without
cause, upon giving thirty (30) days written notice to CONSULTANT. In the event of such
termination, CONSULTANT shall be entitled to compensation for work performed on a
prorated basis through and including the effective date of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30) days
written notice only if CONSULTANT is not compensated for billed amounts in
accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the address
listed in NOTICES above.
17. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of the
SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study materials in
its files pertaining to the work described in this AGREEMENT, which is requested in
writing by the SANITATION DISTRICT.
18. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays employees
not less than the minimum wage as defined by law, and that it does not discriminate in
its employment with regard to race, color, religion, sex or national origin; that it is in
compliance with all federal, state and local directives and executive orders regarding
non-discrimination in employment; and that it agrees to demonstrate positively and
aggressively the principle of equal opportunity in employment.
19. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each individual
executing this document by and on behalf of each Party is a person duly authorized to
execute this AGREEMENT for that Party.
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20. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service (“JAMS”), or similar
organization or entity conducting alternate dispute resolution services.
21. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative Dispute
Resolution (ADR) is necessary to enforce or interpret the terms of this AGREEMENT,
the prevailing party shall be entitled to reasonable attorney's fees, costs and necessary
disbursements in addition to any other relief to which he may be entitled.
22. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted industry
and professional standards. If, within the 12-month period following completion of its
services, the SANITATION DISTRICT informs CONSULTANT that any part of the
services fails to meet those standards, CONSULTANT shall, within the time prescribed
by the SANITATION DISTRICT, take all such actions as are necessary to correct or
complete the noted deficiency(ies).
23. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld), protect
and hold harmless the SANITATION DISTRICT and all of SANITATION DISTRICT’s
officers, directors, employees, CONSULTANT’s, and agents (collectively the
“Indemnified Parties”), from and against any and all claims, damages, liabilities, causes
of action, suits, arbitration awards, losses, judgments, fines, penalties, costs and
expenses (including, without limitation, attorneys’ fees, disbursements and court costs,
and all other professional, expert or CONSULTANT’s fees and costs and the
SANITATION DISTRICT’s general and administrative expenses; individually, a “Claim”;
collectively, “Claims”) which may arise from or are in any manner related, directly or
indirectly, to any work performed, or any operations, activities, or services provided by
CONSULTANT in carrying out its obligations under this AGREEMENT to the extent of
the negligent, recklessness and/or willful misconduct of CONSULTANT, its principals,
officers, agents, employees, CONSULTANT’s suppliers, CONSULTANT,
Subconsultants, subcontractors, and/or anyone employed directly or indirectly by any of
them, regardless of any contributing negligence or strict liability of an Indemnified Party.
Notwithstanding the foregoing, nothing herein shall be construed to require
CONSULTANT to indemnify the Indemnified Parties from any Claim arising solely from:
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
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(C) the independent action of a third party who is neither one of the Indemnified Parties
nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to the
fullest extent permitted by law, indemnify the Indemnified Parties, from Claims arising
from more than one cause if any such cause taken alone would otherwise result in the
obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any liability
CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no circumstances
shall the insurance requirements and limits set forth in this AGREEMENT be construed
to limit CONSULTANT’s indemnification obligation or other liability hereunder. The
terms of this AGREEMENT are contractual and the result of negotiation between the
parties hereto. Accordingly, any rule of construction of contracts (including, without
limitation, California Civil Code Section 1654) that ambiguities are to be construed
against the drafting party, shall not be employed in the interpretation of this
AGREEMENT.
24. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty to
indemnify and such duty to defend shall exist regardless of any ultimate liability of
CONSULTANT and shall be consistent with Civil Code section 2782.8. Such defense
obligation shall arise immediately upon presentation of a Claim by any person if, without
regard to the merit of the Claim, such Claim could potentially result in an obligation to
indemnify one or more Indemnified Parties, and upon written notice of such Claim being
provided to CONSULTANT. Payment to CONSULTANT by any Indemnified Party or the
payment or advance of defense costs by any Indemnified Party shall not be a condition
precedent to enforcing such Indemnified Party’s rights to indemnification hereunder. In
the event a final judgment, arbitration, award, order, settlement, or other final resolution
expressly determines that the claim did not arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the CONSULTANT, to any extent,
then the DISTRICT will reimburse CONSULTANT for the reasonable costs of defending
the Indemnified Parties against such claims.
CONSULTANT’S indemnification obligation hereunder shall survive the expiration or
earlier termination of this AGREEMENT until such time as action against the Indemnified
Parties for such matter indemnified hereunder is fully and finally barred by the applicable
statute of limitations.
25. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT policies and
procedures including the OCSD Safety Standards, as applicable, all of which may be
amended from time to time.
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26. CLOSEOUT
When the SANITATION DISTRICT determines that all Work authorized under the
AGREEMENT is fully complete and that the SANITATION DISTRICT requires no further
work from CONSULTANT, or the AGREEMENT is otherwise terminated or expires in
accordance with the terms of the AGREEMENT, the SANITATION DISTRICT shall give
the Consultant written notice that the AGREEMENT will be closed out. CONSULTANT
shall submit all outstanding billings, work submittals, deliverables, reports or similarly
related documents as required under the AGREEMENT within thirty (30) days of receipt
of notice of AGREEMENT closeout.
Upon receipt of CONSULTANT’S submittals, the SANITATION DISTRICT shall
commence a closeout audit of the AGREEMENT and will either:
i. Give the CONSULTANT a final AGREEMENT Acceptance: or
ii. Advise the CONSULTANT in writing of any outstanding item or items which must
be furnished, completed, or corrected at the CONSULTANT’S cost.
CONSULTANT shall be required to provide adequate resources to fully support any
administrative closeout efforts identified in the AGREEMENT Such support must be
provided within the timeframe requested by the SANITATION DISTRICT.
Notwithstanding the final AGREEMENT acceptance, the CONSULTANT will not be
relieved of its obligations hereunder, nor will the CONSULTANT be relieved of its
obligations to complete any portions of the work, the non-completion of which were not
disclosed to the SANITATION DISTRICT (regardless of whether such nondisclosures
were fraudulent, negligent, or otherwise), and the CONSULTANT shall remain obligated
under all those provisions of the AGREEMENT which expressly or by their nature extend
beyond and survive final AGREEMENT Acceptance.
Any failure by the SANITATION DISTRICT to reject the work or to reject the
CONSULTANT’s request for final AGREEMENT Acceptance as set forth above shall not
be deemed to be acceptance of the work by the SANITATION DISTRICT for any
purpose nor imply acceptance of, or AGREEMENT with, the CONSULTANT’s request
for final AGREEMENT Acceptance.
27. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT between the
Parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
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IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
David John Shawver Date
Board Chairman
By_________________________________
Kelly A. Lore Date
Clerk of the Board
NINYO & MOORE
By_________________________________
Date
By_________________________________
Date
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
ATTACHMENTS:
Attachment “A” Scope of Work
Attachment “D” Fee Schedule Form
Attachment “J” OCSD Safety Standards
Attachment “K” Allowable Direct Costs
CM:ms
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 1st day of May, 2019,
by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter referred to as
"SANITATION DISTRICT", and SCST, INC., for purposes of this AGREEMENT hereinafter
referred to as "CONSULTANT". The SANITATION DISTRICT and CONSULTANT are referred
to herein collectively as the "Parties" or individually as a "Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a CONSULTANT for
Materials Testing, Inspection, and Other Geotechnical Testing Services for the
SANITATION DISTRICT’s Capital Improvement Program, Facilities Engineering,
Operations, And Maintenance Projects, PSA2019-003; and,
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which will
result to the parties in carrying out the terms of this AGREEMENT, it is mutually agreed as
follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional and technical services to
accomplish those project elements outlined in the Scope of Work attached hereto as
"Attachment A", and by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of all tests, inspections, reports,
and other services furnished by the CONSULTANT under this AGREEMENT,
including the work performed by its Subconsultants and/or Subcontractors.
Where approval by the SANITATION DISTRICT is indicated, it is understood to
be conceptual approval only and does not relieve the CONSULTANT of
responsibility for complying with all applicable laws, regulations, codes, industry
standards and liability for damages caused by errors, omissions, noncompliance
with industry standards, and/or negligence on the part of the CONSULTANT or
its Subconsultants and/or Subcontractors.
B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness.
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C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its tests, inspections, reports or other services within
the timeframe specified by the Project Manager. The SANITATION DISTRICT
may charge to CONSULTANT all costs, expenses and damages associated with
any such corrections or revisions.
D. All professional services performed by the CONSULTANT, including, but not limited
to, all drafts, data, correspondence, proposals, tests, inspections, reports, and
estimates compiled or composed by the CONSULTANT, pursuant to this
AGREEMENT, are for the sole use of the SANITATION DISTRICT, its agents and
employees. Neither the documents nor their contents shall be released to any third
party without the prior written consent of the SANITATION DISTRICT. This
provision does not apply to information that (a) was publicly known, or otherwise
known to the CONSULTANT, at the time that it was disclosed to the CONSULTANT
by the SANITATION DISTRICT, or (b) subsequently becomes publicly known to the
CONSULTANT other than through disclosure by the SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
A. Total Compensation
Total compensation shall be in an amount not to exceed Three Hundred
Thousand Dollars ($300,000), over a three (3) year period. The SANITATION
DISTRICT will compensate the CONSULTANT for the services provided
according to the unit prices and/or hourly rates, as applicable, for the items
included in Attachment “D” Fee Schedule. Each unit price and/or hourly rate
represents all costs for performing the Work, including but not limited to
technician labor, driving time, vehicles, equipment and materials, equipment
calibration, overhead, profit, report writing, office reviews and supervision, and
other miscellaneous charges.
B. Other Direct Costs
Refer to attachment “K” Allowable Direct Costs for payment information.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right to
approve a reallocation of the incremental amounts constituting the Total Compensation,
provided that the Total Compensation is not increased.
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4. PAYMENT
A. CONSULTANT will submit monthly or periodic statements, separately for each
project or Task, covering services and/or work performed no later than the
second Wednesday of the following month and in the format required by the
SANITATION DISTRICT, to request payment. Such requests shall be based
upon the amount and value of the work and services performed by
CONSULTANT under this AGREEMENT and shall be prepared by
CONSULTANT and accompanied by such supporting data, including:
Tasks completed, identified by the Task number assigned to each Task.
Detailed breakdown of all costs incurred per task performed, and all back-up
documentation for each Task.
Copy of the daily notes or tasks including the signature of the SANITATION
DISTRICT’s Inspector approving the day’s work.
Running total of services billed, services paid, services billed but not paid,
and the amount of the contract remaining.
B. CONSULTANT shall warrant and certify the accuracy of these costs and provide all
support documentation required by the SANITATION DISTRICT. CONSULTANT
understands that submitted costs are subject to Audit Provisions stated herein below.
C. Upon approval of such payment request by the SANITATION DISTRICT, payment
shall be made to CONSULTANT as soon as practicable of one hundred percent
(100%) of the invoiced amount on a unit price or hourly rate basis per task order.
D. If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each task order.
E. The SANITATION DISTRICT may, at the discretion of the Director of
Engineering, retain an amount equal to that which insures that the total amount
paid to that date does not exceed the percentage of the completed work for each
task order.
F. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work, including any retained percentages relating to this
portion of the work.
G. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
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release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
H. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
I. A CONSULTANT, Subconsultant or Subcontractor shall be deemed to have
submitted a false claim when the CONSULTANT, Subconsultant or
Subcontractor: (a) knowingly presents or causes to be presented to an officer or
employee of the SANITATION DISTRICT a false claim or request for payment or
approval; (b) knowingly makes, uses, or causes to be made or used a false
record or statement to get a false claim paid or approved by the SANITATION
DISTRICT; (c) conspires to defraud the SANITATION DISTRICT by getting a
false claim allowed or paid by the SANITATION DISTRICT; (d) knowingly makes,
uses, or causes to be made or used a false record or statement to conceal,
avoid, or decrease an obligation to the SANITATION DISTRICT; or (e) is a
beneficiary of an inadvertent submission of a false claim to the SANITATION
DISTRICT, and fails to disclose the false claim to the SANITATION DISTRICT
within a reasonable time after discovery of the false claim.
J. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services under
this AGREEMENT will exceed seventy-five percent (75%) of the not-to-exceed
amount of the AGREEMENT, including approved additional compensation,
CONSULTANT shall notify the SANITATION DISTRICT immediately, and in
writing. This written notice shall indicate the additional amount necessary to
complete the services. Any cost incurred in excess of the approved not-to-exceed
amount, without the express written consent of the SANITATION DISTRICT’s
authorized representative shall be at CONSULTANT’s own risk. This written
notice shall be provided separately from, and in addition to any notification
requirements contained in the CONSULTANT’s requests for payment. Failure to
notify the SANITATION DISTRICT that the services cannot be completed within
the authorized not-to-exceed amount is a material breach of this AGREEMENT.
5. PREVAILING WAGES
To the extent CONSULTANT and its Subconsultant(s) and/or Subcontractor(s) intends
to utilize employees who will perform work during the contract, as more specifically
defined under Labor Code Section 1720, CONSULTANT and its Subconsultant(s) and/or
Subcontractor(s) shall be subject to prevailing wage requirements with respect to such
employees.
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6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR) REGISTRATION
AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees, Subconsultants and/or
Subcontractors who will perform Work during the design and preconstruction
phases of a construction contract for which Prevailing Wage Determinations have
been issued by the DIR and as more specifically defined under Labor Code
Section 1720 et seq, CONSULTANT and Subconsultants shall comply with the
registration requirements of Labor Code Section 1725.5. Pursuant to Labor
Code Section 1771.4, the Work is subject to compliance monitoring and
enforcement by the DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulation Section 16461(3).
7. AGREEMENT TERM
The services provided under this AGREEMENT shall be for the period of three (3) years,
commencing on May 1, 2019 and continuing through April 30, 2022.
8. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to
tests, inspections, reports, original plans, studies, sketches, drawings, computer
printouts, disk files, and electronic copies prepared in connection with or related
to the Scope of Work or Professional Services, shall be the property of the
SANITATION DISTRICT. The SANITATION DISTRICT’s ownership of these
documents includes use of, reproduction or reuse of and all incidental rights,
whether or not the work for which they were prepared has been performed. The
SANITATION DISTRICT ownership entitlement arises upon payment or any
partial payment for work performed and includes ownership of any and all work
product completed prior to that payment. This Section shall apply whether the
CONSULTANT’s Professional Services are terminated: a) by the completion of
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the AGREEMENT, or b) in accordance with other provisions of this AGREEMENT.
Notwithstanding any other provision of this paragraph or AGREEMENT, the
CONSULTANT shall have the right to make copies of all such plans, studies,
sketches, drawings, computer printouts and disk files, and specifications.
AGREEMENT, the CONSULTANT shall have the right to make copies of all such
tests, inspections, reports, plans, studies, sketches, drawings, computer printouts
and disk files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the tests, inspections, reports, plans or deliverables where
the subsequent changes or uses are not authorized or approved by
CONSULTANT, provided that the service rendered by CONSULTANT was not a
proximate cause of the damage.
9. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution shall
occur within twenty (20) days of written notice to CONSULTANT, by the
SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work under
this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT, including
the period of warranty, Commercial General Liability Insurance written on an
occurrence basis providing the following minimum limits of liability coverage: Two
Million Dollars ($2,000,000) per occurrence with Two Million Dollars ($2,000,000)
aggregate. Said insurance shall include coverage for the following hazards:
Premises-Operations, blanket contractual liability (for this AGREEMENT),
products liability/completed operations (including any product manufactured or
assembled), broad form property damage, blanket contractual liability,
independent contractors liability, personal and advertising injury, mobile
equipment, owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement(s). If requested by
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SANITATION DISTRICT and applicable, XCU coverage (Explosion, Collapse
and Underground) and Riggers/On Hook Liability must be included in the
General Liability policy and coverage must be reflected on the submitted
Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single policy of
primary insurance or a combination of policies of primary and umbrella excess
coverage. Umbrella excess liability coverage shall be issued with limits of liability
which, when combined with the primary insurance, will equal the minimum limits
for general liability and automotive liability.
D. Automotive/Vehicle liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability Insurance on a
comprehensive form covering all owned, non-owned, and hired automobiles, trucks,
and other vehicles providing the following minimum limits of liability coverage:
Combined single limit of One Million Dollars ($1,000,000) or alternatively, One
Million Dollars ($1,000,000) per person for bodily injury and One Million Dollars
($1,000,000) per accident for property damage. A statement on an insurance
certificate will not be accepted in lieu of the actual additional insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of One Million Dollars ($1,000,000) in form
acceptable to the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance as
required by the Labor Code of the State of California in the amount of the statutory
limit, including Employer’s Liability Insurance with a minimum limit of One Million
Dollars ($1,000,000) per occurrence. Such Worker’s Compensation Insurance shall
be endorsed to provide for a waiver of subrogation in favor of the SANITATION
DISTRICT. A statement on an insurance certificate will not be accepted in lieu of the
actual endorsements unless the insurance carrier is State of California Insurance
Fund and the identifier “SCIF” and endorsement numbers 2570 and 2065 are
referenced on the certificate of insurance. If an exposure to Jones Act liability may
exist, the insurance required herein shall include coverage for Jones Act claims.
G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term of this
AGREEMENT, standard industry form professional negligence errors and
omissions insurance coverage in an amount of not less than One Million Dollars
($1,000,000) with limits in accordance with the provisions of this Paragraph. If
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the policy of insurance is written on a “claims made” basis, said policy shall be
continued in full force and effect at all times during the term of this
AGREEMENT, and for a period of five (5) years from the date of the completion
of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT shall
obtain continuing insurance coverage for the prior acts or omissions of
CONSULTANT during the course of performing services under the term of this
AGREEMENT. Said coverage shall be evidenced by either a new policy
evidencing no gap in coverage or by separate extended “tail” coverage with the
present or new carrier.
In the event the present policy of insurance is written on an “occurrence” basis,
said policy shall be continued in full force and effect during the term of this
AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said policy
during this period, new coverage shall be obtained for the required period to
insure for the prior acts of CONSULTANT during the course of performing
services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate of
insurance in a form acceptable to the SANITATION DISTRICT indicating the
deductible or self-retention amounts and the expiration date of said policy, and
shall provide renewal certificates not less than ten (10) days prior to the
expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said policies and
endorsements shall conform to the requirements herein stated. All certificates
and endorsements are to be received and approved by the SANITATION
DISTRICT before work commences. The SANITATION DISTRICT reserves the
right to require complete, certified copies of all required insurance policies,
including endorsements, effecting the coverage required, at any time. The
following are approved forms that must be submitted as proof of coverage:
Certificate of Insurance ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements must
be submitted for approval by the SANITATION
DISTRICT, and the SANITATION DISTRICT
may reject alternatives that provide different or
less coverage to the SANITATION DISTRICT.
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Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for the
SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that coverage
shall not be cancelled by either party, except after thirty (30) days’ prior written
notice. The Cancellation Section of ACORD Form 25 (5/2010) shall state the
required thirty (30) days’ written notification. The policy shall not terminate, nor
shall it be cancelled, nor the coverage reduced until thirty (30) days after written
notice is given to the SANITATION DISTRICT except for nonpayment of
premium, which shall require not less than ten (10) days written notice to the
SANITATION DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance broker/agent
shall send to the SANITATION DISTRICT a certified letter which includes a
description of the changes in coverage and/or any increase in deductible or SIR
amounts. The certified letter must be sent to the attention of Risk Management,
Div. 260, and shall be received by the SANITATION DISTRICT not less than
thirty (30) days prior to the effective date of the change(s) if the change would
reduce coverage or increase deductibles or SIR amounts or otherwise reduce or
limit the scope of insurance coverage provided to the SANITATION DISTRICT.
J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause. Any
other insurance maintained by the SANITATION DISTRICT shall be excess and
not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor shall it
limit the indemnification provision contained in this AGREEMENT, or the extent
to which CONSULTANT may be held responsible for payment of damages to
persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles and/or
self-insured retentions require approval by the SANITATION DISTRICT. At the
option of the SANITATION DISTRICT, either: the insurer shall reduce or
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eliminate such deductible or self-insured retention as respects the SANITATION
DISTRICT; or the CONSULTANT shall provide a financial guarantee satisfactory
to the SANITATION DISTRICT guaranteeing payment of losses and related
investigations, claim administration and defense expenses.
N. Defense Costs
Liability policies shall have a provision that defense costs for all insureds and
additional insureds are paid in addition to and do not deplete any policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance requirements for
any Subconsultant hired by the CONSULTANT. The insurance shall be in
amounts and types reasonably sufficient to deal with the risk of loss involving the
Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown above,
then SANITATION DISTRICT requires and shall be entitled to coverage for the
higher limits maintained by CONSULTANT.
10. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed Project, as
requested by the SANITATION DISTRICT, the Parties hereto shall execute an
Amendment to this AGREEMENT setting forth with particularity all terms of the new
AGREEMENT, including, but not limited to any additional CONSULTANT's fees.
11. PROJECT TEAM AND SUBCONSULTANTS AND SUBCONTRACTORS – Note Used
12. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants and/or Subcontractors are
comprised of registered engineers and a staff of specialists and draftsmen in each
department. The firm itself is not a registered engineer but represents and agrees that
wherever, in the performance of this AGREEMENT, the services of a registered
engineer is required, such services hereunder will be performed under the direct
supervision of registered engineers who are registered in California.
13. AUDIT PROVISIONS
A. SANITATION DISTRICT retains the reasonable right to access, review, examine,
and audit, any and all books, records, documents and any other evidence of
procedures and practices that the SANITATION DISTRICT determines are
necessary to discover and verify that the CONSULTANT is in compliance with all
requirements under this AGREEMENT. The CONSULTANT shall include the
SANITATION DISTRICT’s right as described above, in any and all of their
subcontracts, and shall ensure that these rights are binding upon all
Subconsultants.
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B. SANITATION DISTRICT retains the right to examine CONSULTANT’s books,
records, documents and any other evidence of procedures and practices that the
SANITATION DISTRICT determines are necessary to discover and verify all
direct and indirect costs, of whatever nature, which are claimed to have been
incurred, or anticipated to be incurred or to ensure CONSULTANT’s compliance
with all requirements under this AGREEMENT during the term of this
AGREEMENT and for a period of three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in accordance with
generally accepted industry standard practices and the SANITATION
DISTRICT’s policy. The CONSULTANT shall make available to the
SANITATION DISTRICT for review and audit, all project related accounting
records and documents, and any other financial data within 15 days after receipt
of notice from the SANITATION DISTRICT. Upon SANITATION DISTRICT’s
request, the CONSULTANT shall submit exact duplicates of originals of all
requested records to the SANITATION DISTRICT. If an audit is performed,
CONSULTANT shall ensure that a qualified employee of the CONSULTANT will
be available to assist SANITATION DISTRICT’s auditor in obtaining all Project
related accounting records and documents, and any other financial data.
14. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent contractor and
nothing herein shall be deemed to transform CONSULTANT, its staff, independent
contractors, or Subconsultants and/or Subcontractors into employees of the SANITATION
DISTRICT. CONSULTANT’S staff performing services under the AGREEMENT shall at all
times be employees and/or independent contractors of CONSULTANT. CONSULTANT
shall monitor and control its staff and pay wages, salaries, and other amounts due directly
to its staff in connection with the AGREEMENT. CONSULTANT shall be responsible for
hiring, review, and termination of its staff and shall be accountable for all reports and
obligations respecting them, such as social security, income tax withholding,
unemployment compensation, workers’ compensation and similar matters.
15. NOTICES
All notices hereunder and communications regarding the interpretation of the terms of this
AGREEMENT, or changes thereto, shall be effected by delivery of said notices in person
or by depositing said notices in the U.S. mail, registered or certified mail, return receipt
requested, postage prepaid and addressed as follows:
ORANGE COUNTY SANITATION DISTRICT:
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Bill Gilbert, Project Manager
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CONSULTANT:
SCST, Inc.
1600 Dove Street, Suite 400
Newport Beach, CA 92660
Attention: Neal W. Clements
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved in
writing by the SANITATION DISTRICT’s Project Manager prior to action from the
CONSULTANT.
16. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time, without
cause, upon giving thirty (30) days written notice to CONSULTANT. In the event of such
termination, CONSULTANT shall be entitled to compensation for work performed on a
prorated basis through and including the effective date of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30) days
written notice only if CONSULTANT is not compensated for billed amounts in
accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the address
listed in NOTICES above.
17. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of the
SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study materials in
its files pertaining to the work described in this AGREEMENT, which is requested in
writing by the SANITATION DISTRICT.
18. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays employees
not less than the minimum wage as defined by law, and that it does not discriminate in
its employment with regard to race, color, religion, sex or national origin; that it is in
compliance with all federal, state and local directives and executive orders regarding
non-discrimination in employment; and that it agrees to demonstrate positively and
aggressively the principle of equal opportunity in employment.
19. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each individual
executing this document by and on behalf of each Party is a person duly authorized to
execute this AGREEMENT for that Party.
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20. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service (“JAMS”), or similar
organization or entity conducting alternate dispute resolution services.
21. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative Dispute
Resolution (ADR) is necessary to enforce or interpret the terms of this AGREEMENT,
the prevailing party shall be entitled to reasonable attorney's fees, costs and necessary
disbursements in addition to any other relief to which he may be entitled.
22. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted industry
and professional standards. If, within the 12-month period following completion of its
services, the SANITATION DISTRICT informs CONSULTANT that any part of the
services fails to meet those standards, CONSULTANT shall, within the time prescribed
by the SANITATION DISTRICT, take all such actions as are necessary to correct or
complete the noted deficiency(ies).
23. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld), protect
and hold harmless the SANITATION DISTRICT and all of SANITATION DISTRICT’s
officers, directors, employees, CONSULTANT’s, and agents (collectively the
“Indemnified Parties”), from and against any and all claims, damages, liabilities, causes
of action, suits, arbitration awards, losses, judgments, fines, penalties, costs and
expenses (including, without limitation, attorneys’ fees, disbursements and court costs,
and all other professional, expert or CONSULTANT’s fees and costs and the
SANITATION DISTRICT’s general and administrative expenses; individually, a “Claim”;
collectively, “Claims”) which may arise from or are in any manner related, directly or
indirectly, to any work performed, or any operations, activities, or services provided by
CONSULTANT in carrying out its obligations under this AGREEMENT to the extent of
the negligent, recklessness and/or willful misconduct of CONSULTANT, its principals,
officers, agents, employees, CONSULTANT’s suppliers, CONSULTANT,
Subconsultants, subcontractors, and/or anyone employed directly or indirectly by any of
them, regardless of any contributing negligence or strict liability of an Indemnified Party.
Notwithstanding the foregoing, nothing herein shall be construed to require
CONSULTANT to indemnify the Indemnified Parties from any Claim arising solely from:
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
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(C) the independent action of a third party who is neither one of the Indemnified Parties
nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to the
fullest extent permitted by law, indemnify the Indemnified Parties, from Claims arising
from more than one cause if any such cause taken alone would otherwise result in the
obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any liability
CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no circumstances
shall the insurance requirements and limits set forth in this AGREEMENT be construed
to limit CONSULTANT’s indemnification obligation or other liability hereunder. The
terms of this AGREEMENT are contractual and the result of negotiation between the
parties hereto. Accordingly, any rule of construction of contracts (including, without
limitation, California Civil Code Section 1654) that ambiguities are to be construed
against the drafting party, shall not be employed in the interpretation of this
AGREEMENT.
24. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty to
indemnify and such duty to defend shall exist regardless of any ultimate liability of
CONSULTANT and shall be consistent with Civil Code section 2782.8. Such defense
obligation shall arise immediately upon presentation of a Claim by any person if, without
regard to the merit of the Claim, such Claim could potentially result in an obligation to
indemnify one or more Indemnified Parties, and upon written notice of such Claim being
provided to CONSULTANT. Payment to CONSULTANT by any Indemnified Party or the
payment or advance of defense costs by any Indemnified Party shall not be a condition
precedent to enforcing such Indemnified Party’s rights to indemnification hereunder. In
the event a final judgment, arbitration, award, order, settlement, or other final resolution
expressly determines that the claim did not arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the CONSULTANT, to any extent,
then the DISTRICT will reimburse CONSULTANT for the reasonable costs of defending
the Indemnified Parties against such claims.
CONSULTANT’S indemnification obligation hereunder shall survive the expiration or
earlier termination of this AGREEMENT until such time as action against the Indemnified
Parties for such matter indemnified hereunder is fully and finally barred by the applicable
statute of limitations.
25. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT policies and
procedures including the OCSD Safety Standards, as applicable, all of which may be
amended from time to time.
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26. CLOSEOUT
When the SANITATION DISTRICT determines that all Work authorized under the
AGREEMENT is fully complete and that the SANITATION DISTRICT requires no further
work from CONSULTANT, or the AGREEMENT is otherwise terminated or expires in
accordance with the terms of the AGREEMENT, the SANITATION DISTRICT shall give
the Consultant written notice that the AGREEMENT will be closed out. CONSULTANT
shall submit all outstanding billings, work submittals, deliverables, reports or similarly
related documents as required under the AGREEMENT within thirty (30) days of receipt
of notice of AGREEMENT closeout.
Upon receipt of CONSULTANT’S submittals, the SANITATION DISTRICT shall
commence a closeout audit of the AGREEMENT and will either:
i. Give the CONSULTANT a final AGREEMENT Acceptance: or
ii. Advise the CONSULTANT in writing of any outstanding item or items which must
be furnished, completed, or corrected at the CONSULTANT’S cost.
CONSULTANT shall be required to provide adequate resources to fully support any
administrative closeout efforts identified in the AGREEMENT Such support must be
provided within the timeframe requested by the SANITATION DISTRICT.
Notwithstanding the final AGREEMENT acceptance, the CONSULTANT will not be
relieved of its obligations hereunder, nor will the CONSULTANT be relieved of its
obligations to complete any portions of the work, the non-completion of which were not
disclosed to the SANITATION DISTRICT (regardless of whether such nondisclosures
were fraudulent, negligent, or otherwise), and the CONSULTANT shall remain obligated
under all those provisions of the AGREEMENT which expressly or by their nature extend
beyond and survive final AGREEMENT Acceptance.
Any failure by the SANITATION DISTRICT to reject the work or to reject the
CONSULTANT’s request for final AGREEMENT Acceptance as set forth above shall not
be deemed to be acceptance of the work by the SANITATION DISTRICT for any
purpose nor imply acceptance of, or AGREEMENT with, the CONSULTANT’s request
for final AGREEMENT Acceptance.
27. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT between the
Parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
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IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
David John Shawver Date
Board Chairman
By_________________________________
Kelly A. Lore Date
Clerk of the Board
SCST, INC.
By_________________________________
Date
By_________________________________
Date
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
ATTACHMENTS:
Attachment “A” Scope of Work
Attachment “D” Fee Schedule Form
Attachment “J” OCSD Safety Standards
Attachment “K” Allowable Direct Costs
CM:ms
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 1st day of May, 2019,
by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter referred to as
"SANITATION DISTRICT", and KOURY ENGINEERING & TESTING, INC., for purposes of
this AGREEMENT hereinafter referred to as "CONSULTANT". The SANITATION DISTRICT
and CONSULTANT are referred to herein collectively as the "Parties" or individually as a
"Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a CONSULTANT for
Materials Testing, Inspection, and Other Geotechnical Testing Services for the
SANITATION DISTRICT’s Capital Improvement Program, Facilities Engineering,
Operations, And Maintenance Projects, PSA2019-003; and,
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which will
result to the parties in carrying out the terms of this AGREEMENT, it is mutually agreed as
follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional and technical services to
accomplish those project elements outlined in the Scope of Work attached hereto as
"Attachment A", and by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of all tests, inspections, reports,
and other services furnished by the CONSULTANT under this AGREEMENT,
including the work performed by its Subconsultants and/or Subcontractors.
Where approval by the SANITATION DISTRICT is indicated, it is understood to
be conceptual approval only and does not relieve the CONSULTANT of
responsibility for complying with all applicable laws, regulations, codes, industry
standards and liability for damages caused by errors, omissions, noncompliance
with industry standards, and/or negligence on the part of the CONSULTANT or
its Subconsultants and/or Subcontractors.
B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness.
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C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its tests, inspections, reports or other services within
the timeframe specified by the Project Manager. The SANITATION DISTRICT
may charge to CONSULTANT all costs, expenses and damages associated with
any such corrections or revisions.
D. All professional services performed by the CONSULTANT, including, but not limited
to, all drafts, data, correspondence, proposals, tests, inspections, reports, and
estimates compiled or composed by the CONSULTANT, pursuant to this
AGREEMENT, are for the sole use of the SANITATION DISTRICT, its agents and
employees. Neither the documents nor their contents shall be released to any third
party without the prior written consent of the SANITATION DISTRICT. This
provision does not apply to information that (a) was publicly known, or otherwise
known to the CONSULTANT, at the time that it was disclosed to the CONSULTANT
by the SANITATION DISTRICT, or (b) subsequently becomes publicly known to the
CONSULTANT other than through disclosure by the SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
A. Total Compensation
Total compensation shall be in an amount not to exceed Three Hundred
Thousand Dollars ($300,000), over a three (3) year period. The SANITATION
DISTRICT will compensate the CONSULTANT for the services provided
according to the unit prices and/or hourly rates, as applicable, for the items
included in Attachment “D” Fee Schedule. Each unit price and/or hourly rate
represents all costs for performing the Work, including but not limited to
technician labor, driving time, vehicles, equipment and materials, equipment
calibration, overhead, profit, report writing, office reviews and supervision, and
other miscellaneous charges.
B. Other Direct Costs
Refer to attachment “K” Allowable Direct Costs for payment information.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right to
approve a reallocation of the incremental amounts constituting the Total Compensation,
provided that the Total Compensation is not increased.
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4. PAYMENT
A. CONSULTANT will submit monthly or periodic statements, separately for each
project or Task, covering services and/or work performed no later than the
second Wednesday of the following month and in the format required by the
SANITATION DISTRICT, to request payment. Such requests shall be based
upon the amount and value of the work and services performed by
CONSULTANT under this AGREEMENT and shall be prepared by
CONSULTANT and accompanied by such supporting data, including:
Tasks completed, identified by the Task number assigned to each Task.
Detailed breakdown of all costs incurred per task performed, and all back-up
documentation for each Task.
Copy of the daily notes or tasks including the signature of the SANITATION
DISTRICT’s Inspector approving the day’s work.
Running total of services billed, services paid, services billed but not paid,
and the amount of the contract remaining.
B. CONSULTANT shall warrant and certify the accuracy of these costs and provide all
support documentation required by the SANITATION DISTRICT. CONSULTANT
understands that submitted costs are subject to Audit Provisions stated herein below.
C. Upon approval of such payment request by the SANITATION DISTRICT, payment
shall be made to CONSULTANT as soon as practicable of one hundred percent
(100%) of the invoiced amount on a unit price or hourly rate basis per task order.
D. If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each task order.
E. The SANITATION DISTRICT may, at the discretion of the Director of
Engineering, retain an amount equal to that which insures that the total amount
paid to that date does not exceed the percentage of the completed work for each
task order.
F. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work, including any retained percentages relating to this
portion of the work.
G. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
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release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
H. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
I. A CONSULTANT, Subconsultant or Subcontractor shall be deemed to have
submitted a false claim when the CONSULTANT, Subconsultant or
Subcontractor: (a) knowingly presents or causes to be presented to an officer or
employee of the SANITATION DISTRICT a false claim or request for payment or
approval; (b) knowingly makes, uses, or causes to be made or used a false
record or statement to get a false claim paid or approved by the SANITATION
DISTRICT; (c) conspires to defraud the SANITATION DISTRICT by getting a
false claim allowed or paid by the SANITATION DISTRICT; (d) knowingly makes,
uses, or causes to be made or used a false record or statement to conceal,
avoid, or decrease an obligation to the SANITATION DISTRICT; or (e) is a
beneficiary of an inadvertent submission of a false claim to the SANITATION
DISTRICT, and fails to disclose the false claim to the SANITATION DISTRICT
within a reasonable time after discovery of the false claim.
J. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services under
this AGREEMENT will exceed seventy-five percent (75%) of the not-to-exceed
amount of the AGREEMENT, including approved additional compensation,
CONSULTANT shall notify the SANITATION DISTRICT immediately, and in
writing. This written notice shall indicate the additional amount necessary to
complete the services. Any cost incurred in excess of the approved not-to-exceed
amount, without the express written consent of the SANITATION DISTRICT’s
authorized representative shall be at CONSULTANT’s own risk. This written
notice shall be provided separately from, and in addition to any notification
requirements contained in the CONSULTANT’s requests for payment. Failure to
notify the SANITATION DISTRICT that the services cannot be completed within
the authorized not-to-exceed amount is a material breach of this AGREEMENT.
5. PREVAILING WAGES
To the extent CONSULTANT and its Subconsultant(s) and/or Subcontractor(s) intends
to utilize employees who will perform work during the contract, as more specifically
defined under Labor Code Section 1720, CONSULTANT and its Subconsultant(s) and/or
Subcontractor(s) shall be subject to prevailing wage requirements with respect to such
employees.
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6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR) REGISTRATION
AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees, Subconsultants and/or
Subcontractors who will perform Work during the design and preconstruction
phases of a construction contract for which Prevailing Wage Determinations have
been issued by the DIR and as more specifically defined under Labor Code
Section 1720 et seq, CONSULTANT and Subconsultants shall comply with the
registration requirements of Labor Code Section 1725.5. Pursuant to Labor
Code Section 1771.4, the Work is subject to compliance monitoring and
enforcement by the DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulation Section 16461(3).
7. AGREEMENT TERM
The services provided under this AGREEMENT shall be for the period of three (3) years,
commencing on May 1, 2019 and continuing through April 30, 2022.
8. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to
tests, inspections, reports, original plans, studies, sketches, drawings, computer
printouts, disk files, and electronic copies prepared in connection with or related
to the Scope of Work or Professional Services, shall be the property of the
SANITATION DISTRICT. The SANITATION DISTRICT’s ownership of these
documents includes use of, reproduction or reuse of and all incidental rights,
whether or not the work for which they were prepared has been performed. The
SANITATION DISTRICT ownership entitlement arises upon payment or any
partial payment for work performed and includes ownership of any and all work
product completed prior to that payment. This Section shall apply whether the
CONSULTANT’s Professional Services are terminated: a) by the completion of
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the AGREEMENT, or b) in accordance with other provisions of this AGREEMENT.
Notwithstanding any other provision of this paragraph or AGREEMENT, the
CONSULTANT shall have the right to make copies of all such plans, studies,
sketches, drawings, computer printouts and disk files, and specifications.
AGREEMENT, the CONSULTANT shall have the right to make copies of all such
tests, inspections, reports, plans, studies, sketches, drawings, computer printouts
and disk files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the tests, inspections, reports, plans or deliverables where
the subsequent changes or uses are not authorized or approved by
CONSULTANT, provided that the service rendered by CONSULTANT was not a
proximate cause of the damage.
9. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution shall
occur within twenty (20) days of written notice to CONSULTANT, by the
SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work under
this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT, including
the period of warranty, Commercial General Liability Insurance written on an
occurrence basis providing the following minimum limits of liability coverage: Two
Million Dollars ($2,000,000) per occurrence with Two Million Dollars ($2,000,000)
aggregate. Said insurance shall include coverage for the following hazards:
Premises-Operations, blanket contractual liability (for this AGREEMENT),
products liability/completed operations (including any product manufactured or
assembled), broad form property damage, blanket contractual liability,
independent contractors liability, personal and advertising injury, mobile
equipment, owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement(s). If requested by
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SANITATION DISTRICT and applicable, XCU coverage (Explosion, Collapse
and Underground) and Riggers/On Hook Liability must be included in the
General Liability policy and coverage must be reflected on the submitted
Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single policy of
primary insurance or a combination of policies of primary and umbrella excess
coverage. Umbrella excess liability coverage shall be issued with limits of liability
which, when combined with the primary insurance, will equal the minimum limits
for general liability and automotive liability.
D. Automotive/Vehicle liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability Insurance on a
comprehensive form covering all owned, non-owned, and hired automobiles, trucks,
and other vehicles providing the following minimum limits of liability coverage:
Combined single limit of One Million Dollars ($1,000,000) or alternatively, One
Million Dollars ($1,000,000) per person for bodily injury and One Million Dollars
($1,000,000) per accident for property damage. A statement on an insurance
certificate will not be accepted in lieu of the actual additional insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of One Million Dollars ($1,000,000) in form
acceptable to the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance as
required by the Labor Code of the State of California in the amount of the statutory
limit, including Employer’s Liability Insurance with a minimum limit of One Million
Dollars ($1,000,000) per occurrence. Such Worker’s Compensation Insurance shall
be endorsed to provide for a waiver of subrogation in favor of the SANITATION
DISTRICT. A statement on an insurance certificate will not be accepted in lieu of the
actual endorsements unless the insurance carrier is State of California Insurance
Fund and the identifier “SCIF” and endorsement numbers 2570 and 2065 are
referenced on the certificate of insurance. If an exposure to Jones Act liability may
exist, the insurance required herein shall include coverage for Jones Act claims.
G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term of this
AGREEMENT, standard industry form professional negligence errors and
omissions insurance coverage in an amount of not less than One Million Dollars
($1,000,000) with limits in accordance with the provisions of this Paragraph. If
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the policy of insurance is written on a “claims made” basis, said policy shall be
continued in full force and effect at all times during the term of this
AGREEMENT, and for a period of five (5) years from the date of the completion
of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT shall
obtain continuing insurance coverage for the prior acts or omissions of
CONSULTANT during the course of performing services under the term of this
AGREEMENT. Said coverage shall be evidenced by either a new policy
evidencing no gap in coverage or by separate extended “tail” coverage with the
present or new carrier.
In the event the present policy of insurance is written on an “occurrence” basis,
said policy shall be continued in full force and effect during the term of this
AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said policy
during this period, new coverage shall be obtained for the required period to
insure for the prior acts of CONSULTANT during the course of performing
services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate of
insurance in a form acceptable to the SANITATION DISTRICT indicating the
deductible or self-retention amounts and the expiration date of said policy, and
shall provide renewal certificates not less than ten (10) days prior to the
expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said policies and
endorsements shall conform to the requirements herein stated. All certificates
and endorsements are to be received and approved by the SANITATION
DISTRICT before work commences. The SANITATION DISTRICT reserves the
right to require complete, certified copies of all required insurance policies,
including endorsements, effecting the coverage required, at any time. The
following are approved forms that must be submitted as proof of coverage:
Certificate of Insurance ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements must
be submitted for approval by the SANITATION
DISTRICT, and the SANITATION DISTRICT
may reject alternatives that provide different or
less coverage to the SANITATION DISTRICT.
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Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for the
SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that coverage
shall not be cancelled by either party, except after thirty (30) days’ prior written
notice. The Cancellation Section of ACORD Form 25 (5/2010) shall state the
required thirty (30) days’ written notification. The policy shall not terminate, nor
shall it be cancelled, nor the coverage reduced until thirty (30) days after written
notice is given to the SANITATION DISTRICT except for nonpayment of
premium, which shall require not less than ten (10) days written notice to the
SANITATION DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance broker/agent
shall send to the SANITATION DISTRICT a certified letter which includes a
description of the changes in coverage and/or any increase in deductible or SIR
amounts. The certified letter must be sent to the attention of Risk Management,
Div. 260, and shall be received by the SANITATION DISTRICT not less than
thirty (30) days prior to the effective date of the change(s) if the change would
reduce coverage or increase deductibles or SIR amounts or otherwise reduce or
limit the scope of insurance coverage provided to the SANITATION DISTRICT.
J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause. Any
other insurance maintained by the SANITATION DISTRICT shall be excess and
not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor shall it
limit the indemnification provision contained in this AGREEMENT, or the extent
to which CONSULTANT may be held responsible for payment of damages to
persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles and/or
self-insured retentions require approval by the SANITATION DISTRICT. At the
option of the SANITATION DISTRICT, either: the insurer shall reduce or
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eliminate such deductible or self-insured retention as respects the SANITATION
DISTRICT; or the CONSULTANT shall provide a financial guarantee satisfactory
to the SANITATION DISTRICT guaranteeing payment of losses and related
investigations, claim administration and defense expenses.
N. Defense Costs
Liability policies shall have a provision that defense costs for all insureds and
additional insureds are paid in addition to and do not deplete any policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance requirements for
any Subconsultant hired by the CONSULTANT. The insurance shall be in
amounts and types reasonably sufficient to deal with the risk of loss involving the
Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown above,
then SANITATION DISTRICT requires and shall be entitled to coverage for the
higher limits maintained by CONSULTANT.
10. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed Project, as
requested by the SANITATION DISTRICT, the Parties hereto shall execute an
Amendment to this AGREEMENT setting forth with particularity all terms of the new
AGREEMENT, including, but not limited to any additional CONSULTANT's fees.
11. PROJECT TEAM AND SUBCONSULTANTS AND SUBCONTRACTORS – Note Used
12. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants and/or Subcontractors are
comprised of registered engineers and a staff of specialists and draftsmen in each
department. The firm itself is not a registered engineer but represents and agrees that
wherever, in the performance of this AGREEMENT, the services of a registered
engineer is required, such services hereunder will be performed under the direct
supervision of registered engineers who are registered in California.
13. AUDIT PROVISIONS
A. SANITATION DISTRICT retains the reasonable right to access, review, examine,
and audit, any and all books, records, documents and any other evidence of
procedures and practices that the SANITATION DISTRICT determines are
necessary to discover and verify that the CONSULTANT is in compliance with all
requirements under this AGREEMENT. The CONSULTANT shall include the
SANITATION DISTRICT’s right as described above, in any and all of their
subcontracts, and shall ensure that these rights are binding upon all
Subconsultants.
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B. SANITATION DISTRICT retains the right to examine CONSULTANT’s books,
records, documents and any other evidence of procedures and practices that the
SANITATION DISTRICT determines are necessary to discover and verify all
direct and indirect costs, of whatever nature, which are claimed to have been
incurred, or anticipated to be incurred or to ensure CONSULTANT’s compliance
with all requirements under this AGREEMENT during the term of this
AGREEMENT and for a period of three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in accordance with
generally accepted industry standard practices and the SANITATION
DISTRICT’s policy. The CONSULTANT shall make available to the
SANITATION DISTRICT for review and audit, all project related accounting
records and documents, and any other financial data within 15 days after receipt
of notice from the SANITATION DISTRICT. Upon SANITATION DISTRICT’s
request, the CONSULTANT shall submit exact duplicates of originals of all
requested records to the SANITATION DISTRICT. If an audit is performed,
CONSULTANT shall ensure that a qualified employee of the CONSULTANT will
be available to assist SANITATION DISTRICT’s auditor in obtaining all Project
related accounting records and documents, and any other financial data.
14. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent contractor and
nothing herein shall be deemed to transform CONSULTANT, its staff, independent
contractors, or Subconsultants and/or Subcontractors into employees of the SANITATION
DISTRICT. CONSULTANT’S staff performing services under the AGREEMENT shall at all
times be employees and/or independent contractors of CONSULTANT. CONSULTANT
shall monitor and control its staff and pay wages, salaries, and other amounts due directly
to its staff in connection with the AGREEMENT. CONSULTANT shall be responsible for
hiring, review, and termination of its staff and shall be accountable for all reports and
obligations respecting them, such as social security, income tax withholding,
unemployment compensation, workers’ compensation and similar matters.
15. NOTICES
All notices hereunder and communications regarding the interpretation of the terms of this
AGREEMENT, or changes thereto, shall be effected by delivery of said notices in person
or by depositing said notices in the U.S. mail, registered or certified mail, return receipt
requested, postage prepaid and addressed as follows:
ORANGE COUNTY SANITATION DISTRICT:
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Bill Gilbert, Project Manager
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CONSULTANT:
Koury Engineering & Testing, Inc.
14280 Euclid Avenue
Chino, CA 91710
Attention: Bridget Sherman
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved in
writing by the SANITATION DISTRICT’s Project Manager prior to action from the
CONSULTANT.
16. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time, without
cause, upon giving thirty (30) days written notice to CONSULTANT. In the event of such
termination, CONSULTANT shall be entitled to compensation for work performed on a
prorated basis through and including the effective date of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30) days
written notice only if CONSULTANT is not compensated for billed amounts in
accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the address
listed in NOTICES above.
17. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of the
SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study materials in
its files pertaining to the work described in this AGREEMENT, which is requested in
writing by the SANITATION DISTRICT.
18. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays employees
not less than the minimum wage as defined by law, and that it does not discriminate in
its employment with regard to race, color, religion, sex or national origin; that it is in
compliance with all federal, state and local directives and executive orders regarding
non-discrimination in employment; and that it agrees to demonstrate positively and
aggressively the principle of equal opportunity in employment.
19. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each individual
executing this document by and on behalf of each Party is a person duly authorized to
execute this AGREEMENT for that Party.
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20. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service (“JAMS”), or similar
organization or entity conducting alternate dispute resolution services.
21. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative Dispute
Resolution (ADR) is necessary to enforce or interpret the terms of this AGREEMENT,
the prevailing party shall be entitled to reasonable attorney's fees, costs and necessary
disbursements in addition to any other relief to which he may be entitled.
22. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted industry
and professional standards. If, within the 12-month period following completion of its
services, the SANITATION DISTRICT informs CONSULTANT that any part of the
services fails to meet those standards, CONSULTANT shall, within the time prescribed
by the SANITATION DISTRICT, take all such actions as are necessary to correct or
complete the noted deficiency(ies).
23. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld), protect
and hold harmless the SANITATION DISTRICT and all of SANITATION DISTRICT’s
officers, directors, employees, CONSULTANT’s, and agents (collectively the
“Indemnified Parties”), from and against any and all claims, damages, liabilities, causes
of action, suits, arbitration awards, losses, judgments, fines, penalties, costs and
expenses (including, without limitation, attorneys’ fees, disbursements and court costs,
and all other professional, expert or CONSULTANT’s fees and costs and the
SANITATION DISTRICT’s general and administrative expenses; individually, a “Claim”;
collectively, “Claims”) which may arise from or are in any manner related, directly or
indirectly, to any work performed, or any operations, activities, or services provided by
CONSULTANT in carrying out its obligations under this AGREEMENT to the extent of
the negligent, recklessness and/or willful misconduct of CONSULTANT, its principals,
officers, agents, employees, CONSULTANT’s suppliers, CONSULTANT,
Subconsultants, subcontractors, and/or anyone employed directly or indirectly by any of
them, regardless of any contributing negligence or strict liability of an Indemnified Party.
Notwithstanding the foregoing, nothing herein shall be construed to require
CONSULTANT to indemnify the Indemnified Parties from any Claim arising solely from:
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
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(C) the independent action of a third party who is neither one of the Indemnified Parties
nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to the
fullest extent permitted by law, indemnify the Indemnified Parties, from Claims arising
from more than one cause if any such cause taken alone would otherwise result in the
obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any liability
CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no circumstances
shall the insurance requirements and limits set forth in this AGREEMENT be construed
to limit CONSULTANT’s indemnification obligation or other liability hereunder. The
terms of this AGREEMENT are contractual and the result of negotiation between the
parties hereto. Accordingly, any rule of construction of contracts (including, without
limitation, California Civil Code Section 1654) that ambiguities are to be construed
against the drafting party, shall not be employed in the interpretation of this
AGREEMENT.
24. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty to
indemnify and such duty to defend shall exist regardless of any ultimate liability of
CONSULTANT and shall be consistent with Civil Code section 2782.8. Such defense
obligation shall arise immediately upon presentation of a Claim by any person if, without
regard to the merit of the Claim, such Claim could potentially result in an obligation to
indemnify one or more Indemnified Parties, and upon written notice of such Claim being
provided to CONSULTANT. Payment to CONSULTANT by any Indemnified Party or the
payment or advance of defense costs by any Indemnified Party shall not be a condition
precedent to enforcing such Indemnified Party’s rights to indemnification hereunder. In
the event a final judgment, arbitration, award, order, settlement, or other final resolution
expressly determines that the claim did not arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the CONSULTANT, to any extent,
then the DISTRICT will reimburse CONSULTANT for the reasonable costs of defending
the Indemnified Parties against such claims.
CONSULTANT’S indemnification obligation hereunder shall survive the expiration or
earlier termination of this AGREEMENT until such time as action against the Indemnified
Parties for such matter indemnified hereunder is fully and finally barred by the applicable
statute of limitations.
25. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT policies and
procedures including the OCSD Safety Standards, as applicable, all of which may be
amended from time to time.
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26. CLOSEOUT
When the SANITATION DISTRICT determines that all Work authorized under the
AGREEMENT is fully complete and that the SANITATION DISTRICT requires no further
work from CONSULTANT, or the AGREEMENT is otherwise terminated or expires in
accordance with the terms of the AGREEMENT, the SANITATION DISTRICT shall give
the Consultant written notice that the AGREEMENT will be closed out. CONSULTANT
shall submit all outstanding billings, work submittals, deliverables, reports or similarly
related documents as required under the AGREEMENT within thirty (30) days of receipt
of notice of AGREEMENT closeout.
Upon receipt of CONSULTANT’S submittals, the SANITATION DISTRICT shall
commence a closeout audit of the AGREEMENT and will either:
i. Give the CONSULTANT a final AGREEMENT Acceptance: or
ii. Advise the CONSULTANT in writing of any outstanding item or items which must
be furnished, completed, or corrected at the CONSULTANT’S cost.
CONSULTANT shall be required to provide adequate resources to fully support any
administrative closeout efforts identified in the AGREEMENT Such support must be
provided within the timeframe requested by the SANITATION DISTRICT.
Notwithstanding the final AGREEMENT acceptance, the CONSULTANT will not be
relieved of its obligations hereunder, nor will the CONSULTANT be relieved of its
obligations to complete any portions of the work, the non-completion of which were not
disclosed to the SANITATION DISTRICT (regardless of whether such nondisclosures
were fraudulent, negligent, or otherwise), and the CONSULTANT shall remain obligated
under all those provisions of the AGREEMENT which expressly or by their nature extend
beyond and survive final AGREEMENT Acceptance.
Any failure by the SANITATION DISTRICT to reject the work or to reject the
CONSULTANT’s request for final AGREEMENT Acceptance as set forth above shall not
be deemed to be acceptance of the work by the SANITATION DISTRICT for any
purpose nor imply acceptance of, or AGREEMENT with, the CONSULTANT’s request
for final AGREEMENT Acceptance.
27. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT between the
Parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
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IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
David John Shawver Date
Board Chairman
By_________________________________
Kelly A. Lore Date
Clerk of the Board
KOURY ENGINEERING & TESTING, INC.
By_________________________________
Date
By_________________________________
Date
ORANGE COUNTY SANITATION DISTRICT
By_________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
ATTACHMENTS:
Attachment “A” Scope of Work
Attachment “D” Fee Schedule Form
Attachment “J” OCSD Safety Standards
Attachment “K” Allowable Direct Costs
CM:ms
Page 1 of 1
OPERATIONS COMMITTEE Meeting Date 02/06/19 To Bd. of Dir. --
AGENDA REPORT Item Number 5 Item Number --
Orange County Sanitation District FROM: James D. Herberg, General Manager Originator: Rob Thompson, Assistant General Manager SUBJECT: QUARTERLY ODOR COMPLAINT REPORT
GENERAL MANAGER'S RECOMMENDATION Receive and file the Fiscal Year 2018/19 Second Quarter Odor Complaint Summary. BACKGROUND During the 2nd quarter of FY 2018/19, the Orange County Sanitation District had the
following attributable odor complaints: Plant No. 1 received no odor complaints, Plant No. 2 had no odor complaints, and the collection system had two odor complaints. A summary of the odor complaints, with a table tracking the history, is included as an attachment. RELEVANT STANDARDS
• Zero odor incidents/events under normal operating conditions for Plant Nos. 1 and 2
• Operate and maintain facilities to minimize impacts on surrounding communities, including odor, noise, and lighting
• 12 or fewer odor complaints per year under normal operating conditions in the
collections system ATTACHMENT
The following attachment is included in hard copy and may also be viewed on-line at the OCSD website (www.ocsd.com) with the complete agenda package: • Fiscal Year 2018/19 2nd Quarter Odor Complaint Summary RS:JS:SL:cf
Orange County Sanitation District
Odor Complaint Report
Fiscal Year 2018/19 – 2nd Quarter
1. Plant No. 1 Treatment Facility Odor Complaint Summary
Plant No. 1 received no attributable odor complaints during the 2nd quarter.
2. Plant No. 2 Treatment Facility Odor Complaint Summary Plant No. 2 received no attributable odor complaints during the 2nd quarter. 3. Collection Facilities Odor Complaint Summary The collections system received two attributable odor complaints during the 2nd quarter of FY 2018/19. One odor complaint was a result of unsealed manholes due to work in the vicinity. The second complaint was due to a broken manhole case near a residence/home. The manholes were sealed and the damaged manhole case was repaired to prevent further odor complaints.
All Odor Complaints Tracking
Oct. 2018 to Dec. 2018
1st Qtr
FY
18/19
2nd Qtr
FY
18/19
3rd Qtr
FY
18/19
4th Qtr
FY
18/19
Cumulative
FY 18/19
All Public
Complaints Collections P1 P2 Total
Attributable
to OCSD 2 0 0 4 2 6
Not
Attributable
to OCSD
2 3 1 10* 6 16*
Total Public
Complaints
Received:
4 3 1 14 8 22
*OCSD received 12 odor complaints September 30 and October 1 presumed to be related to offshore odors. They were grouped as one odor complaint.
RS:JS:SL:cf
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OPERATIONS COMMITTEE Meeting Date 02/06/19 To Bd. of Dir. 02/27/19
AGENDA REPORT Item Number 6 Item Number
Orange County Sanitation District FROM: James D. Herberg, General Manager Originator: Rob Thompson, Assistant General Manager SUBJECT: CEQA – FACILITIES MASTER PLAN, PROJECT NO. PS17-08
GENERAL MANAGER'S RECOMMENDATION A. Approve a Professional Services Agreement with Dudek to provide environmental services for the preparation of a California Environmental Quality Act compliance
document for the Facilities Master Plan, Project No. PS17-08, for an amount not to exceed $812,709; and B. Approve a contingency of $81,270 (10%).
BACKGROUND The Orange County Sanitation District (Sanitation District) has managed its Capital Improvement Program through the preparation and implementation of master plans. The Sanitation District recently completed a 2017 Facilities Master Plan (FMP), Project
No. PS15-10, which identifies 83 capital projects addressing Plant No.1, Plant No. 2, Joint Facilities, and Collections. It was determined a Program Environmental Impact Report would be the appropriate document for the FMP to meet the California Environmental Quality Act (CEQA) requirements.
RELEVANT STANDARDS
• Public Resources Code 21000 et. seq.
• CA Government Code 4526: Select the “best qualified firm” and “negotiate fair and equitable fees”
• Meet CEQA standards
PROBLEM State law requires that the Sanitation District conduct a review of environmental impacts per the CEQA requirements prior to committing to a project, such as preparing detailed designs or performing construction. A full CEQA evaluation is therefore needed for each
Sanitation District Project identified in the Facilities Master Plan prior to implementation. PROPOSED SOLUTION Perform a CEQA evaluation and prepare a Program Environmental Impact Report to
document environmental concerns and develop mitigation measures for this program.
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TIMING CONCERNS The schedule driver of this environmental review is to identify and disclose the
environmental impacts of these projects prior to starting final design. RAMIFICATIONS OF NOT TAKING ACTION The 2017 Facilities Master Plan cannot be implemented without complying with CEQA.
PRIOR COMMITTEE/BOARD ACTIONS December 2017 - Adopted Resolution No. OCSD 17-16 entitled, “A Resolution of the Board of Directors of the Orange County Sanitation District Adopting the 2017 Facilities
Master Plan as the Orange County Sanitation District’s New Master Plan for Future
Capital Planning and Repealing Resolution No. OCSD 09-18.” ADDITIONAL INFORMATION
Consultant Selection The Sanitation District requested and advertised for proposals on September 27, 2018. The following evaluation criterion were described in the Request for Proposals (RFP) and used to determine the most qualified consultant.
CRITERION WEIGHT
Project Understanding and Approach 40%
Related Project Experience 25%
Project Team and Staff Qualifications 35%
Four proposals were received on October 30, 2018 and evaluated in accordance with the evaluation process set forth in the Sanitation District Board of Directors’ Purchasing
Ordinance OCSD-52, by a pre-selected Evaluation Team consisting of the following Sanitation District’s staff: Dean Fisher Engineering Manager
Adam Nazaroff Engineering Supervisor
Kevin Hadden Principal Staff Analyst Daisy Covarrubias Senior Staff Analyst Jennifer Cabral Public Affairs Supervisor
The Evaluation Team also included two non-voting representatives from the Contracts
Administration Division. Following scoring by the Evaluation Team, the top two Consultants were shortlisted for interviews on December 12, 2018. Following the interview, each member of the
Evaluation Team ranked the consultants based on both the proposals and interviews
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using the evaluation criteria and weighting described above. Based on the ranking shown below, Dudek was selected as the most qualified Consultant.
TABLE 1 PROPOSAL EVALUATION*
Consultant
Evaluator Dudek ESA
Evaluator 1 1st 2nd
Evaluator 2 1st 2nd
Evaluator 3 1st 2nd
Evaluator 4 1st 2nd
Evaluator 5 1st 2nd
Combined Ranking 1st 2nd
Review of Fee Proposal and Negotiations:
Proposals were accompanied by sealed fee proposals. In accordance with the Sanitation
District Ordinance No. OCSD-52, the fee proposal of only the highest ranked firm was opened after approval by the Director of Engineering of the Evaluation Committee’s recommendation.
Staff conducted negotiations with Dudek to clarify the requirements of the Scope of Work,
the assumptions to be used for the estimated level of effort, and the level of design detail required to meet the goals and objectives for the project.
Original Fee Proposal Negotiated Fee
Total Hours 5,743
4,717
Total Fee $966,505 $812,709
In evaluating whether the fee proposal was fair and reasonable, the following factors were considered:
• The number of projects to receive project level CEQA analysis was locked in at 30. This allowed Dudek to remove previous contingencies.
• The Sanitation District’s needs regarding the areas of environmental analysis and where the level of detail can be reduced.
• The Consultant’s fringe and overhead costs, which factor into the billing rate, are reasonable and in the range of rates that are within similar agreements. The
Page 4 of 4
contract profit is 9.03%, which is based on the Sanitation District’s standard design agreements.
Based on the above, staff has determined that the final negotiated fee is fair and
reasonable for the level of effort required for this project and recommends award of the Professional Services Agreement to Dudek. CEQA
This contract is to meet the CEQA requirements for the subject program. FINANCIAL CONSIDERATIONS
This complies with the authority levels in the Sanitation District's Purchasing Ordinance. Budget for the project, CEQA – Facilities Master Plan, Project No. PS17-08, is included in Master Planning Studies, Fiscal Years 2018-19 and 2019-20, Budget Section 8, Page 51.
ATTACHMENT
The following attachment(s) may be viewed on-line at the OCSD website (www.ocsd.com) with the
complete agenda package:
• Professional Services Agreement
AN:KH:sa:gc
PSA PROJECT NO. PS17-08
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, is made and entered into to be effective the 27th day of February, 2019,
by and between the ORANGE COUNTY SANITATION DISTRICT, hereinafter referred to as
"SANITATION DISTRICT", and DUDEK, for purposes of this AGREEMENT hereinafter referred to
as "CONSULTANT". The SANITATION DISTRICT and CONSULTANT are referred to herein
collectively as the "Parties" or individually as a "Party."
WITNESSETH:
WHEREAS, the SANITATION DISTRICT desires to engage a consultant for CEQA
Facilities Master Plan, Project No. PS17-08, to provide professional engineering services and
environmental services to develop a CEQA Program Environmental Impact Report for the
SANITATION DISTRICT 2017 Facilities Master Plan (FMP); and,
WHEREAS, CONSULTANT is qualified to provide the necessary services in connection
with these requirements and has agreed to provide the necessary professional services; and,
WHEREAS, the SANITATION DISTRICT has adopted procedures for the selection of
professional services and has proceeded in accordance with said procedures to select
CONSULTANT to perform this work; and,
WHEREAS, at its regular meeting on February 27, 2019 the Board of Directors, by
Minute Order, accepted the recommendation of the Operations Committee to approve this
AGREEMENT between the SANITATION DISTRICT and CONSULTANT.
NOW, THEREFORE, in consideration of the promises and mutual benefits, which will
result to the parties in carrying out the terms of this AGREEMENT, it is mutually agreed as
follows:
1. SCOPE OF WORK
CONSULTANT agrees to furnish necessary professional services to accomplish those
project elements outlined in the Scope of Work attached hereto as "Attachment A", and
by this reference made a part of this AGREEMENT.
A. The CONSULTANT shall be responsible for the professional quality, technical
accuracy, and completeness and coordination of the work and services furnished
by the CONSULTANT under this AGREEMENT, including the work performed by
its Subconsultants. Where approval by the SANITATION DISTRICT is indicated,
it is understood to be conceptual approval only and does not relieve the
CONSULTANT of responsibility for complying with all applicable laws,
regulations, codes, industry standards and liability for damages caused by errors,
omissions, noncompliance with industry standards, and/or negligence on the part
of the CONSULTANT or its Subconsultants.
B. CONSULTANT is responsible for the quality of work prepared under this
AGREEMENT and shall ensure that all work is performed to the highest industry
standards for clarity, uniformity, and completeness. CONSULTANT shall timely
respond to all comments, suggestions, and recommendations from the
PSA PROJECT NO. PS17-08
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SANITATION DISTRICT. All comments from the SANITATION DISTRICT, or its
agent, shall be incorporated into the work prior to the next review deadline or
addressed, in writing, as to why the comment(s) has/have not been incorporated.
CONSULTANT shall ensure that each submittal is 100% accurate for the level of
work submitted (i.e. correct references, terms, capitalization or equal status,
spelling, punctuation, etc.)
C. In the event that CONSULTANT's services and/or work product(s) is not to the
satisfaction of the SANITATION DISTRICT and/or does not conform to the
requirements of this AGREEMENT or the applicable industry standards, the
CONSULTANT shall, without additional compensation, promptly correct or revise
any errors or deficiencies in its work product(s) within the timeframe specified by
the Project Manager. The SANITATION DISTRICT may charge to
CONSULTANT all costs, expenses and damages associated with any such
corrections or revisions.
D. Any CADD drawings, figures, and other work produced by CONSULTANT and
Subconsultants using the SANITATION DISTRICT CAD Manual. Conversion of
CADD work from any other non-standard CADD format to the SANITATION
DISTRICT format shall not be acceptable in lieu of this requirement.
Electronic files shall conform to the SANITATION DISTRICT specifications. Any
changes to these specifications by the CONSULTANT are subject to review and
require advance written approval of the SANITATION DISTRICT.
Electronic files shall be subject to an acceptance period of 30 calendar days
during which the SANITATION DISTRICT shall perform appropriate reviews and
including CAD Manual compliance. CONSULTANT shall correct any
discrepancies or errors detected and reported within the acceptance period at no
additional cost to the SANTITATION DISTRICT.
E. All professional services performed by the CONSULTANT, including, but not
limited to, all drafts, data, correspondence, proposals, and reports compiled or
composed by the CONSULTANT, pursuant to this AGREEMENT, are for the sole
use of the SANITATION DISTRICT, its agents and employees. Neither the
documents nor their contents shall be released to any third party without the prior
written consent of the SANITATION DISTRICT. This provision does not apply to
information that (a) was publicly known, or otherwise known to the
CONSULTANT, at the time that it was disclosed to the CONSULTANT by the
SANITATION DISTRICT, or (b) subsequently becomes publicly known to the
CONSULTANT other than through disclosure by the SANITATION DISTRICT.
2. COMPENSATION
Total compensation shall be paid to CONSULTANT for services in accordance with the
following provisions:
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
Page 3 of 19
A. Total Compensation
Total compensation shall be in an amount not to exceed Eight Hundred Twelve
Thousand Seven Hundred and Nine Dollars ($812,709). Total compensation
to CONSULTANT including burdened labor (salaries plus benefits), overhead,
profit, direct costs, and Subconsultant(s) fees and costs shall not exceed the sum
set forth in Attachment “E” - Fee Proposal.
B. Labor
As a portion of the total compensation to be paid to CONSULTANT, the
SANITATION DISTRICT shall pay to CONSULTANT a sum equal to the
burdened salaries (salaries plus benefits) actually paid by CONSULTANT
charged on an hourly-rate basis to this project and paid to the personnel of
CONSULTANT. Upon request of the SANITATION DISTRICT, CONSULTANT
shall provide the SANITATION DISTRICT with certified payroll records of all
employees’ work that is charged to this project.
C. Overhead
As a portion of the total compensation to be paid to CONSULTANT, the
SANITATION DISTRICT shall compensate CONSULTANT and Subconsultants
for overhead at the rate equal to the percentage of burdened labor as specified in
Attachment “E” - Fee Proposal.
D. Profit
Profit for CONSULTANT and Subconsultants shall be a percentage of consulting
services fees (Burdened Labor and Overhead). When the consulting or
subconsulting services amount is $250,000 or less, the maximum Profit shall be
10%. Between $250,000 and $2,500,000, the maximum Profit shall be limited by
a straight declining percentage between 10% and 5%. For consulting or
subconsulting services fees with a value greater than $2,500,000, the maximum
Profit shall be 5%. Addenda shall be governed by the same maximum Profit
percentage after adding consulting services fees.
As a portion of the total compensation to be paid to CONSULTANT and
Subconsultants, the SANITATION DISTRICT shall pay profit for all services
rendered by CONSULTANT and Subconsultants for this project according to
Attachment “E” - Fee Proposal.
E. Subconsultants
For any Subconsultant whose fees for services are greater than or equal to
$100,000 (excluding out-of-pocket costs), CONSULTANT shall pay to
Subconsultant total compensation in accordance with the Subconsultant amount
specified in Attachment “E” - Fee Proposal.
PSA PROJECT NO. PS17-08
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For any Subconsultant whose fees for services are less than $100,000,
CONSULTANT may pay to Subconsultant total compensation on an hourly-rate
basis per Attachment “J” – Minor Subconsultant Hourly Rate Schedule and as
specified in the Scope of Work. The SANITATION DISTRICT shall pay to
CONSULTANT the actual costs of Subconsultant fees and charges in an amount
not to exceed the sum set forth in Attachment “E” - Fee Proposal.
F. Direct Costs
The SANITATION DISTRICT shall pay to CONSULTANT and Subconsultants
the actual costs of permits and associated fees, travel and licenses for an
amount not to exceed the sum set forth in Attachment “E” - Fee Proposal. The
SANITATION DISTRICT shall also pay to CONSULTANT actual costs for
equipment rentals, leases or purchases with prior approval of the SANITATION
DISTRICT. Upon request, CONSULTANT shall provide to the SANITATION
DISTRICT receipts and other documentary records to support CONSULTANT’s
request for reimbursement of these amounts, see Attachment “D” - Allowable
Direct Costs. All incidental expenses shall be included in overhead pursuant to
Section 2 - COMPENSATION above.
G. Other Direct Costs
Other Direct Costs incurred by CONSULTANT and its Contractor due to
modifications in scope of work resulting from field investigations and field work
required by Contract. These items may include special equipment, test
equipment and tooling and other materials and services not previously identified.
Refer to attachment “D” Allowable Direct Costs for payment information.
H. Reimbursable Direct Costs
The SANITATION DISTRICT will reimburse the CONSULTANT for reasonable
travel and business expenses as described in this section and further described in
Attachment “D” - Allowable Direct Costs to this AGREEMENT. The reimbursement
of the above mentioned expenses will be based on an “accountable plan” as
considered by Internal Revenue Service (IRS). The plan includes a combination of
reimbursements based upon receipts and a “per diem” component approved by
IRS. The most recent schedule of the per diem rates utilized by the SANITATION
DISTRICT can be found on the U.S. General Service Administration website at
http://www.gsa.gov/portal/category/104711#.
The CONSULTANT shall be responsible for the most economical and practical
means of management of reimbursable costs inclusive but not limited to travel,
lodging and meals arrangements. The SANITATION DISTRICT shall apply the
most economic and practical method of reimbursement which may include
reimbursements based upon receipts and/or “per diem” as deemed the most
practical.
CONSULTANT shall be responsible for returning to the SANITATION DISTRICT
any excess reimbursements after the reimbursement has been paid by the
SANITATION DISTRICT.
PSA PROJECT NO. PS17-08
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Page 5 of 19
Travel and travel arrangements – Any travel involving airfare, overnight stays or
multiple day attendance must be approved by the SANITATION DISTRICT in
advance.
Local Travel is considered travel by the CONSULTANT within the SANITATION
DISTRICT geographical area which includes Orange, Los Angeles, Ventura, San
Bernardino, Riverside, San Diego, Imperial and Kern Counties. Automobile
mileage is reimbursable if CONSULTANT is required to utilize personal vehicle
for local travel.
Lodging – Overnight stays will not be approved by the SANITATION DISTRICT for
local travel. However, under certain circumstances overnight stay may be allowed
at the discretion of the SANITATION DISTRICT based on reasonableness of
meeting schedules and the amount of time required for travel by the
CONSULTANT. Such determination will be made on a case-by-case basis and at
the discretion of the SANITATION DISTRICT.
Travel Meals – Per-diem rates as approved by IRS shall be utilized for travel meal
reimbursements. Per diem rates shall be applied to meals that are appropriate for
travel times. Receipts are not required for the approved meals.
Additional details related to the reimbursement of the allowable direct costs are
provided in the Attachment “D” - Allowable Direct Costs of this AGREEMENT.
I. Limitation of Costs
If, at any time, CONSULTANT estimates the cost of performing the services
described in CONSULTANT’s Proposal will exceed seventy-five percent (75%) of
the not-to-exceed amount of the AGREEMENT, including approved additional
compensation, CONSULTANT shall notify the SANITATION DISTRICT
immediately, and in writing. This written notice shall indicate the additional
amount necessary to complete the services. Any cost incurred in excess of the
approved not-to-exceed amount, without the express written consent of the
SANITATION DISTRICT’s authorized representative shall be at CONSULTANT’s
own risk. This written notice shall be provided separately from, and in addition to
any notification requirements contained in the CONSULTANT’s invoice and
monthly progress report. Failure to notify the SANITATION DISTRICT that the
services cannot be completed within the authorized not-to-exceed amount is a
material breach of this AGREEMENT.
3. REALLOCATION OF TOTAL COMPENSATION
The SANITATION DISTRICT, by its Director of Engineering, shall have the right to
approve a reallocation of the incremental amounts constituting the Total Compensation,
provided that the Total Compensation is not increased.
PSA PROJECT NO. PS17-08
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4. PAYMENT
A. Monthly Invoice: CONSULTANT shall include in its monthly invoice, a detailed
breakdown of costs associated with the performance of any corrections or
revisions of the work for that invoicing period, in a format acceptable to the
SANITATION DISTRICT. CONSULTANT shall warrant and certify the accuracy
of these costs and provide all support documentation required by the
SANITATION DISTRICT. CONSULTANT understands that submitted costs are
subject to Section 12 - Audit Provisions.
B. CONSULTANT will submit monthly statements covering services and/or work
performed for payment for those items included in Section 2 hereof no later than
the second Wednesday of the following month and in the format required by the
SANITATION DISTRICT. The format must include, as a minimum: 1) current
billing period invoicing, 2) current billing period “total percent invoiced to date”, 3)
future activities, 4) previous billing period “total invoiced to date”, 5) potential
items that are not included in the Scope of Work, 6) concerns and possible
delays, 7) percentage of completion to date, and 8) budget status and amount
remaining. Such requests shall be accompanied by such supporting data as may
be required by the SANITATION DISTRICT.
Upon approval of such payment request by the SANITATION DISTRICT,
payment shall be made to CONSULTANT as soon as practicable of one hundred
percent (100%) of the invoiced amount.
If the SANITATION DISTRICT determines that the work under this AGREEMENT
or any specified project element hereunder, is incomplete and that the amount of
payment is in excess of:
i. The amount considered by the SANITATION DISTRICT’s Director of
Engineering to be adequate for the protection of the SANITATION
DISTRICT; or
ii. The percentage of the work accomplished for each project element,
The SANITATION DISTRICT may, at the discretion of the Director of
Engineering, retain an amount equal to that which insures that the total amount
paid to that date does not exceed the percentage of the completed work for the
Project in its entirety.
C. CONSULTANT may submit periodic payment requests for each 30-day period of
this AGREEMENT for the profit as set forth in Section 2 - COMPENSATION
above. Said profit payment request shall be proportionate to the work actually
accomplished to date on a per-project-element basis. In the event the
SANITATION DISTRICT's Director of Engineering determines that no satisfactory
progress has been made since the prior payment, or in the event of a delay in the
work progress for any reason, the SANITATION DISTRICT shall have the right to
withhold any scheduled proportionate profit payment.
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
Page 7 of 19
D. Upon satisfactory completion by CONSULTANT of the work called for under the
terms of this AGREEMENT, and upon acceptance of such work by the
SANITATION DISTRICT, CONSULTANT will be paid the unpaid balance of any
money due for such work based on the monthly statements, including any
retained percentages relating to this portion of the work.
E. Upon satisfactory completion of the work performed hereunder and prior to final
payment under this AGREEMENT for such work, or prior settlement upon
termination of this AGREEMENT, and as a condition precedent thereto,
CONSULTANT shall execute and deliver to the SANITATION DISTRICT a
release of all claims against the SANITATION DISTRICT arising under or by
virtue of this AGREEMENT other than such claims, if any, as may be specifically
exempted by CONSULTANT from the operation of the release in stated amounts
to be set forth therein.
F. Pursuant to the California False Claims Act (Government Code sections 12650-
12655), any CONSULTANT that knowingly submits a false claim to the
SANITATION DISTRICT for compensation under the terms of this AGREEMENT
may be held liable for treble damages and up to a $10,000 civil penalty for each
false claim submitted. This section shall also be binding on all Subconsultants.
A CONSULTANT or Subconsultant shall be deemed to have submitted a false
claim when the CONSULTANT or Subconsultant: (a) knowingly presents or
causes to be presented to an officer or employee of the SANITATION DISTRICT
a false claim or request for payment or approval; (b) knowingly makes, uses, or
causes to be made or used a false record or statement to get a false claim paid
or approved by the SANITATION DISTRICT; (c) conspires to defraud the
SANITATION DISTRICT by getting a false claim allowed or paid by the
SANITATION DISTRICT; (d) knowingly makes, uses, or causes to be made or
used a false record or statement to conceal, avoid, or decrease an obligation to
the SANITATION DISTRICT; or (e) is a beneficiary of an inadvertent submission
of a false claim to the SANITATION DISTRICT, and fails to disclose the false
claim to the SANITATION DISTRICT within a reasonable time after discovery of
the false claim.
5. PREVAILING WAGES
To the extent CONSULTANT intends to utilize employees who will perform work during
the contract, as more specifically defined under Labor Code Section 1720,
CONSULTANT shall be subject to prevailing wage requirements with respect to such
employees.
6. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR) REGISTRATION
AND RECORD OF WAGES
A. To the extent CONSULTANT’s employees and/or Subconsultants who will
perform Work during the design and preconstruction phases of a construction
contract for which Prevailing Wage Determinations have been issued by the DIR
and as more specifically defined under Labor Code Section 1720 et seq,
PSA PROJECT NO. PS17-08
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Page 8 of 19
CONSULTANT and Subconsultants shall comply with the registration
requirements of Labor Code Section 1725.5. Pursuant to Labor Code Section
1771.4, the Work is subject to compliance monitoring and enforcement by the
DIR.
B. The CONSULTANT and Subconsultants shall maintain accurate payroll records
and shall comply with all the provisions of Labor Code Section 1776, and shall
submit payroll records to the Labor Commissioner pursuant to Labor Code
Section 1771.4(a)(3). Penalties for non-compliance with the requirements of
Section 1776 may be deducted from progress payments per Section 1776.
C. Pursuant to Labor Code Section 1776, the CONSULTANT and Subconsultants
shall furnish a copy of all certified payroll records to the SANITATION DISTRICT
and/or general public upon request, provided the public request is made through
the SANITATION DISTRICT, the Division of Apprenticeship Standards or the
Division of Labor Enforcement of the Department of Industrial Relations.
D. The CONSULTANT and Subconsultants shall comply with the job site notices
posting requirements established by the Labor Commissioner per Title 8,
California Code of Regulations Section 16461(e).
7. DOCUMENT OWNERSHIP – CONSULTANT PERFORMANCE
A. Ownership of Documents for the Professional Services performed.
All documents in all forms (electronic, paper, etc.), including, but not limited to,
studies, sketches, drawings, computer printouts, disk files, and electronic copies
prepared in connection with or related to the Scope of Work or Professional
Services, shall be the property of the SANITATION DISTRICT. The SANITATION
DISTRICT’s ownership of these documents includes use of, reproduction or
reuse of and all incidental rights, whether or not the work for which they were
prepared has been performed. The SANITATION DISTRICT ownership
entitlement arises upon payment or any partial payment for work performed and
includes ownership of any and all work product completed prior to that payment.
This Section shall apply whether the CONSULTANT’s Professional Services are
terminated: a) by the completion of the AGREEMENT, or b) in accordance with
other provisions of this AGREEMENT. Notwithstanding any other provision of this
paragraph or AGREEMENT, the CONSULTANT shall have the right to make
copies of all such plans, studies, sketches, drawings, computer printouts and disk
files, and specifications.
B. CONSULTANT shall not be responsible for damage caused by subsequent
changes to or uses of the study or deliverable where the subsequent changes or
uses are not authorized or approved by CONSULTANT, provided that the service
rendered by CONSULTANT was not a proximate cause of the damage.
PSA PROJECT NO. PS17-08
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8. INSURANCE
A. General
i. Insurance shall be issued and underwritten by insurance companies
acceptable to the SANITATION DISTRICT.
ii. Insurers must have an “A-” Policyholder’s Rating, or better, and Financial
Rating of at least Class VIII, or better, in accordance with the most current
A.M. Best’s Guide Rating. However, the SANITATION DISTRICT will
accept State Compensation Insurance Fund, for the required policy of
Worker’s Compensation Insurance subject to the SANITATION
DISTRICT’s option to require a change in insurer in the event the State
Fund financial rating is decreased below “B”. Further, the SANITATION
DISTRICT will require CONSULTANT to substitute any insurer whose
rating drops below the levels herein specified. Said substitution shall
occur within twenty (20) days of written notice to CONSULTANT, by the
SANITATION DISTRICT or its agent.
iii. Coverage shall be in effect prior to the commencement of any work under
this AGREEMENT.
B. General Liability
The CONSULTANT shall maintain during the life of this AGREEMENT, including
the period of warranty, Commercial General Liability Insurance written on an
occurrence basis providing the following minimum limits of liability coverage:
One Million Dollars ($1,000,000) per occurrence with One Million Dollars
($1,000,000) aggregate. Said insurance shall include coverage for the following
hazards: Premises-Operations, blanket contractual liability (for this
AGREEMENT), products liability/completed operations (including any product
manufactured or assembled), broad form property damage, blanket contractual
liability, independent contractors liability, personal and advertising injury, mobile
equipment, owners and contractors protective liability, and cross liability and
severability of interest clauses. A statement on an insurance certificate will not be
accepted in lieu of the actual additional insured endorsement(s). If requested by
SANITATION DISTRICT and applicable, XCU coverage (Explosion, Collapse
and Underground) and Riggers/On Hook Liability must be included in the
General Liability policy and coverage must be reflected on the submitted
Certificate of Insurance.
C. Umbrella Excess Liability
The minimum limits of general liability and Automotive Liability Insurance
required, as set forth herein, shall be provided for through either a single policy of
primary insurance or a combination of policies of primary and umbrella excess
coverage. Umbrella excess liability coverage shall be issued with limits of liability
which, when combined with the primary insurance, will equal the minimum limits
for general liability and automotive liability.
PSA PROJECT NO. PS17-08
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D. Automotive/Vehicle Liability Insurance
The CONSULTANT shall maintain a policy of Automotive Liability Insurance on a
comprehensive form covering all owned, non-owned, and hired automobiles,
trucks, and other vehicles providing the following minimum limits of liability
coverage: Combined single limit of One Million Dollars ($1,000,000) or
alternatively, One Million Dollars ($1,000,000) per person for bodily injury and
One Million Dollars ($1,000,000) per accident for property damage. A statement
on an insurance certificate will not be accepted in lieu of the actual additional
insured endorsement.
E. Drone Liability Insurance
If a drone will be used, drone liability insurance must be maintained by
CONSULTANT in the amount of One Million Dollars ($1,000,000) in a form
acceptable by the SANITATION DISTRICT.
F. Worker’s Compensation Insurance
The CONSULTANT shall provide such Workers’ Compensation Insurance as
required by the Labor Code of the State of California in the amount of the
statutory limit, including Employer’s Liability Insurance with a minimum limit of
One Million Dollars ($1,000,000) per occurrence. Such Worker’s Compensation
Insurance shall be endorsed to provide for a waiver of subrogation in favor of the
SANITATION DISTRICT. A statement on an insurance certificate will not be
accepted in lieu of the actual endorsements unless the insurance carrier is State
of California Insurance Fund and the identifier “SCIF” and endorsement numbers
2570 and 2065 are referenced on the certificate of insurance. If an exposure to
Jones Act liability may exist, the insurance required herein shall include coverage
for Jones Act claims.
G. Errors and Omissions/Professional Liability
CONSULTANT shall maintain in full force and effect, throughout the term of this
AGREEMENT, standard industry form professional negligence errors and
omissions insurance coverage in an amount of not less than Ten Million Dollars
($10,000,000) with limits in accordance with the provisions of this Paragraph. If
the policy of insurance is written on a “claims made” basis, said policy shall be
continued in full force and effect at all times during the term of this
AGREEMENT, and for a period of five (5) years from the date of the completion
of the services hereunder.
In the event of termination of said policy during this period, CONSULTANT shall
obtain continuing insurance coverage for the prior acts or omissions of
CONSULTANT during the course of performing services under the term of this
AGREEMENT. Said coverage shall be evidenced by either a new policy
evidencing no gap in coverage or by separate extended “tail” coverage with the
present or new carrier.
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
Page 11 of 19
In the event the present policy of insurance is written on an “occurrence” basis,
said policy shall be continued in full force and effect during the term of this
AGREEMENT or until completion of the services provided for in this
AGREEMENT, whichever is later. In the event of termination of said policy
during this period, new coverage shall be obtained for the required period to
insure for the prior acts of CONSULTANT during the course of performing
services under the term of this AGREEMENT.
CONSULTANT shall provide to the SANITATION DISTRICT a certificate of
insurance in a form acceptable to the SANITATION DISTRICT indicating the
deductible or self-retention amounts and the expiration date of said policy, and
shall provide renewal certificates not less than ten (10) days prior to the
expiration of each policy term.
H. Proof of Coverage
The CONSULTANT shall furnish the SANITATION DISTRICT with original
certificates and amendatory endorsements effecting coverage. Said policies and
endorsements shall conform to the requirements herein stated. All certificates
and endorsements are to be received and approved by the SANITATION
DISTRICT before work commences. The SANITATION DISTRICT reserves the
right to require complete, certified copies of all required insurance policies,
including endorsements, effecting the coverage required, at any time. The
following are approved forms that must be submitted as proof of coverage:
Certificate of Insurance ACORD Form 25 (5/2010) or equivalent.
Additional Insurance
(General Liability)
(ISO Form) CG2010 11 85 or
The combination of (ISO Forms)
CG 2010 10 01 and CG 2037 10 01
All other Additional Insured endorsements must
be submitted for approval by the SANITATION
DISTRICT, and the SANITATION DISTRICT
may reject alternatives that provide different or
less coverage to the SANITATION DISTRICT.
Additional Insured
(Auto Liability)
Submit endorsement provided by carrier for the
SANITATION DISTRICT approval.
Waiver of Subrogation State Compensation Insurance Fund
Endorsement No. 2570 or equivalent.
Cancellation Notice State Compensation Insurance Fund
Endorsement No. 2065 or equivalent.
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
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I. Cancellation Notice
Each insurance policy required herein shall be endorsed to state that coverage
shall not be cancelled by either party, except after thirty (30) days’ prior written
notice. The Cancellation Section of ACORD Form 25 (5/2010) shall state the
required thirty (30) days’ written notification. The policy shall not terminate, nor
shall it be cancelled, nor the coverage reduced until thirty (30) days after written
notice is given to the SANITATION DISTRICT except for nonpayment of
premium, which shall require not less than ten (10) days written notice to the
SANITATION DISTRICT. Should there be changes in coverage or an increase in
deductible or SIR amounts, the CONSULTANT and its insurance broker/agent
shall send to the SANITATION DISTRICT a certified letter which includes a
description of the changes in coverage and/or any increase in deductible or SIR
amounts. The certified letter must be sent to the attention of Risk Management,
and shall be received by the SANITATION DISTRICT not less than thirty (30)
days prior to the effective date of the change(s) if the change would reduce
coverage or increase deductibles or SIR amounts or otherwise reduce or limit the
scope of insurance coverage provided to the SANITATION DISTRICT.
J. Primary Insurance
All liability policies shall contain a Primary and Non Contributory Clause. Any
other insurance maintained by the SANITATION DISTRICT shall be excess and
not contributing with the insurance provided by CONSULTANT.
K. Separation of Insured
All liability policies shall contain a “Separation of Insureds” clause.
L. Non-Limiting (if applicable)
Nothing in this document shall be construed as limiting in any way, nor shall it
limit the indemnification provision contained in this AGREEMENT, or the extent
to which CONSULTANT may be held responsible for payment of damages to
persons or property.
M. Deductibles and Self-Insured Retentions
Any deductible and/or self-insured retention must be declared to the
SANITATION DISTRICT on the Certificate of Insurance. All deductibles and/or
self-insured retentions require approval by the SANITATION DISTRICT. At the
option of the SANITATION DISTRICT, either: the insurer shall reduce or
eliminate such deductible or self-insured retention as respects the SANITATION
DISTRICT; or the CONSULTANT shall provide a financial guarantee satisfactory
to the SANITATION DISTRICT guaranteeing payment of losses and related
investigations, claim administration and defense expenses.
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
Page 13 of 19
N. Defense Costs
With the exception of Professional Liability, liability policies shall have a provision
that defense costs for all insureds and additional insureds are paid in addition to
and do not deplete any policy limits.
O. Subconsultants
The CONSULTANT shall be responsible to establish insurance requirements for
any Subconsultant hired by the CONSULTANT. The insurance shall be in
amounts and types reasonably sufficient to deal with the risk of loss involving the
Subconsultant’s operations and work.
P. Limits Are Minimums
If the CONSULTANT maintains higher limits than any minimums shown above,
the SANITATION DISTRICT requires and shall be entitled to coverage for the
higher limits maintained by CONSULTANT.
9. SCOPE CHANGES
In the event of a change in the Scope of Work or a change in the proposed Project, as
requested by the SANITATION DISTRICT, the Parties hereto shall execute an
Amendment to this AGREEMENT setting forth with particularity all terms of the new
AGREEMENT, including, but not limited to any additional CONSULTANT's fees.
10. PROJECT TEAM AND SUBCONSULTANTS
CONSULTANT shall provide to SANITATION DISTRICT, prior to execution of this
AGREEMENT, the names and full description of all Subconsultants and
CONSULTANT’s project team members anticipated to be used on this Project under this
AGREEMENT by CONSULTANT. CONSULTANT shall include a description of the work
and services to be done by each Subconsultant and each of CONSULTANT’s Project
team member. CONSULTANT shall include the respective compensation amounts for
CONSULTANT and each Subconsultant, broken down as indicated in Section 2-
COMPENSATION.
There shall be no substitution of the listed Subconsultants and CONSULTANT’s project
team members without prior written approval by the SANITATION DISTRICT.
11. ENGINEERING REGISTRATION
The CONSULTANT's personnel and Subconsultants are comprised of registered
engineers and a staff of specialists and draftsmen in each department. The firm itself is
not a registered engineer but represents and agrees that wherever, in the performance
of this AGREEMENT, the services of a registered engineer is required, such services
hereunder will be performed under the direct supervision of registered engineers who
are registered in California.
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
Page 14 of 19
12. AUDIT PROVISIONS.
A. SANITATION DISTRICT retains the reasonable right to access, review, examine,
and audit, any and all books, records, documents and any other evidence of
procedures and practices that the SANITATION DISTRICT determines are
necessary to discover and verify that the CONSULTANT is in compliance with all
requirements under this AGREEMENT. The CONSULTANT shall include the
SANITATION DISTRICT’s right as described above, in any and all of their
subcontracts, and shall ensure that these rights are binding upon all
Subconsultants.
B. SANITATION DISTRICT retains the right to examine CONSULTANT’s books,
records, documents and any other evidence of procedures and practices that the
SANITATION DISTRICT determines are necessary to discover and verify all
direct and indirect costs, of whatever nature, which are claimed to have been
incurred, or anticipated to be incurred or to ensure CONSULTANT’s compliance
with all requirements under this AGREEMENT during the term of this
AGREEMENT and for a period of three (3) years after its termination.
C. CONSULTANT shall maintain complete and accurate records in accordance with
generally accepted industry standard practices and the SANITATION
DISTRICT’s policy. The CONSULTANT shall make available to the
SANITATION DISTRICT for review and audit, all project related accounting
records and documents, and any other financial data within 15 days after receipt
of notice from the SANITATION DISTRICT. Upon SANITATION DISTRICT’s
request, the CONSULTANT shall submit exact duplicates of originals of all
requested records to the SANITATION DISTRICT. If an audit is performed,
CONSULTANT shall ensure that a qualified employee of the CONSULTANT will
be available to assist SANITATION DISTRICT’s auditor in obtaining all Project
related accounting records and documents, and any other financial data.
13. LEGAL RELATIONSHIP BETWEEN PARTIES
The legal relationship between the parties hereto is that of an independent contractor
and nothing herein shall be deemed to transform CONSULTANT, its staff, independent
contractors, or Subconsultants into employees of the SANITATION DISTRICT.
CONSULTANT’s staff performing services under the AGREEMENT shall at all times be
employees and/or independent contractors of CONSULTANT. CONSULTANT shall
monitor and control its staff and pay wages, salaries, and other amounts due directly to
its staff in connection with the AGREEMENT. CONSULTANT shall be responsible for
hiring, review, and termination of its staff and shall be accountable for all reports and
obligations respecting them, such as social security, income tax withholding,
unemployment compensation, workers’ compensation and similar matters.
14. NOTICES
All notices hereunder and communications regarding the interpretation of the terms of
this AGREEMENT, or changes thereto, shall be effected by delivery of said notices in
person or by depositing said notices in the U.S. mail, registered or certified mail, return
receipt requested, postage prepaid and addressed as follows:
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
Page 15 of 19
ORANGE COUNTY SANITATION DISTRICT
10844 Ellis Avenue
Fountain Valley, CA 92708-7018
Attention: Clarice Marcin, Senior Contracts Administrator
Copy: Adam Nazaroff, Project Manager
CONSULTANT:
DUDEK
27372 Calle Arroyo
San Juan Capistrano, CA 92675
Attention: Rachel Struglia, Project Manager
All communication regarding the Scope of Work, will be addressed to the Project
Manager. Direction from other SANITATION DISTRICT staff must be approved in
writing by the SANITATION DISTRICT’s Project Manager prior to action from the
CONSULTANT.
15. TERMINATION
The SANITATION DISTRICT may terminate this AGREEMENT at any time, without
cause, upon giving thirty (30) days written notice to CONSULTANT. In the event of such
termination, CONSULTANT shall be entitled to compensation for work performed on a
prorated basis through and including the effective date of termination.
CONSULTANT shall be permitted to terminate this AGREEMENT upon thirty (30) days
written notice only if CONSULTANT is not compensated for billed amounts in
accordance with the provisions of this AGREEMENT, when the same are due.
Notice of termination shall be mailed to the SANITATION DISTRICT at the address
listed in Section 14 - NOTICES.
16. DOCUMENTS AND STUDY MATERIALS
The documents and study materials for this Project shall become the property of the
SANITATION DISTRICT upon the termination or completion of the work.
CONSULTANT agrees to furnish to the SANITATION DISTRICT copies of all
memoranda, correspondence, electronic materials, computation and study materials in
its files pertaining to the work described in this AGREEMENT, which is requested in
writing by the SANITATION DISTRICT.
17. COMPLIANCE
CONSULTANT certifies by the execution of this AGREEMENT that it pays employees
not less than the minimum wage as defined by law, and that it does not discriminate in
its employment with regard to race, color, religion, sex or national origin; that it is in
compliance with all federal, state and local directives and executive orders regarding
non-discrimination in employment; and that it agrees to demonstrate positively and
aggressively the principle of equal opportunity in employment.
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
Page 16 of 19
18. AGREEMENT EXECUTION AUTHORIZATION
Both the SANITATION DISTRICT and CONSULTANT do covenant that each individual
executing this document by and on behalf of each Party is a person duly authorized to
execute this AGREEMENT for that Party.
19. DISPUTE RESOLUTION
In the event of a dispute arising between the parties regarding performance or
interpretation of this AGREEMENT, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service (“JAMS”), or similar
organization or entity conducting alternate dispute resolution services.
20. ATTORNEY'S FEES, COSTS AND NECESSARY DISBURSEMENTS
If any action at law or in equity or if any proceeding in the form of an Alternative Dispute
Resolution (ADR) is necessary to enforce or interpret the terms of this AGREEMENT,
the prevailing party shall be entitled to reasonable attorney's fees, costs and necessary
disbursements in addition to any other relief to which he may be entitled.
21. WARRANTY
CONSULTANT shall perform its services in accordance with generally accepted industry
and professional standards. If, within the 12-month period following completion of its
services, the SANITATION DISTRICT informs CONSULTANT that any part of the
services fails to meet those standards, CONSULTANT shall, within the time prescribed
by the SANITATION DISTRICT, take all such actions as are necessary to correct or
complete the noted deficiency(ies).
22. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend (at
CONSULTANT’s sole cost and expense and with legal counsel approved by the
SANITATION DISTRICT, which approval shall not be unreasonably withheld), protect
and hold harmless the SANITATION DISTRICT and all of SANITATION DISTRICT’s
officers, directors, employees, CONSULTANT’s, and agents (collectively the
“Indemnified Parties”), from and against any and all claims, damages, liabilities, causes
of action, suits, arbitration awards, losses, judgments, fines, penalties, costs and
expenses (including, without limitation, attorneys’ fees, disbursements and court costs,
and all other professional, expert or CONSULTANT’s fees and costs and the
SANITATION DISTRICT’s general and administrative expenses; individually, a “Claim”;
collectively, “Claims”) which may arise from or are in any manner related, directly or
indirectly, to any work performed, or any operations, activities, or services provided by
CONSULTANT in carrying out its obligations under this AGREEMENT to the extent of
the negligent, recklessness and/or willful misconduct of CONSULTANT, its principals,
officers, agents, employees, CONSULTANT’s suppliers, CONSULTANT,
Subconsultants, subcontractors, and/or anyone employed directly or indirectly by any of
them, regardless of any contributing negligence or strict liability of an Indemnified Party.
Notwithstanding the foregoing, nothing herein shall be construed to require
CONSULTANT to indemnify the Indemnified Parties from any Claim arising solely from:
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
Page 17 of 19
(A) the active negligence or willful misconduct of the Indemnified Parties; or
(B) a natural disaster or other act of God, such as an earthquake; or
(C) the independent action of a third party who is neither one of the Indemnified Parties
nor the CONSULTANT, nor its principal, officer, agent, employee, nor
CONSULTANT’s supplier, CONSULTANT, Subconsultant, subcontractor, nor
anyone employed directly or indirectly by any of them.
Exceptions (A) through (B) above shall not apply, and CONSULTANT shall, to the fullest
extent permitted by law, indemnify the Indemnified Parties, from Claims arising from
more than one cause if any such cause taken alone would otherwise result in the
obligation to indemnify hereunder.
CONSULTANT’s liability for indemnification hereunder is in addition to any liability
CONSULTANT may have to the SANITATION DISTRICT for a breach by
CONSULTANT of any of the provisions of this AGREEMENT. Under no circumstances
shall the insurance requirements and limits set forth in this AGREEMENT be construed
to limit CONSULTANT’s indemnification obligation or other liability hereunder. The
terms of this AGREEMENT are contractual and the result of negotiation between the
parties hereto. Accordingly, any rule of construction of contracts (including, without
limitation, California Civil Code Section 1654) that ambiguities are to be construed
against the drafting party, shall not be employed in the interpretation of this
AGREEMENT.
23. DUTY TO DEFEND
The duty to defend hereunder is wholly independent of and separate from the duty to
indemnify and such duty to defend shall exist regardless of any ultimate liability of
CONSULTANT and shall be consistent with Civil Code section 2782.8. Such defense
obligation shall arise immediately upon presentation of a Claim by any person if, without
regard to the merit of the Claim, such Claim could potentially result in an obligation to
indemnify one or more Indemnified Parties, and upon written notice of such Claim being
provided to CONSULTANT. Payment to CONSULTANT by any Indemnified Party or the
payment or advance of defense costs by any Indemnified Party shall not be a condition
precedent to enforcing such Indemnified Party’s rights to indemnification hereunder. In
the event a final judgment, arbitration, award, order, settlement, or other final resolution
expressly determines that the claim did not arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the CONSULTANT, to any extent,
then the SANITATION DISTRICT will reimburse CONSULTANT for the reasonable costs
of defending the Indemnified Parties against such claims.
CONSULTANT’s indemnification obligation hereunder shall survive the expiration or
earlier termination of this AGREEMENT until such time as action against the Indemnified
Parties for such matter indemnified hereunder is fully and finally barred by the applicable
statute of limitations.
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
Page 18 of 19
24. COMPLIANCE WITH SANITATION DISTRICT POLICIES AND PROCEDURES
CONSULTANT shall be required to comply with all SANITATION DISTRICT policies and
procedures including the OCSD Safety Standards, as applicable, all of which may be
amended from time to time.
25. CLOSEOUT
When the SANITATION DISTRICT determines that all Work authorized under the
AGREEMENT is fully complete and that the SANITATION DISTRICT requires no further
work from CONSULTANT, or the AGREEMENT is otherwise terminated or expires in
accordance with the terms of the AGREEMENT, the SANITATION DISTRICT shall give
the Consultant written notice that the AGREEMENT will be closed out. CONSULTANT
shall submit all outstanding billings, work submittals, deliverables, reports or similarly
related documents as required under the AGREEMENT within thirty (30) days of receipt
of notice of AGREEMENT closeout.
Upon receipt of CONSULTANT’s submittals, the SANITATION DISTRICT shall
commence a closeout audit of the AGREEMENT and will either:
i. Give the CONSULTANT a final AGREEMENT Acceptance: or
ii. Advise the CONSULTANT in writing of any outstanding item or items which must
be furnished, completed, or corrected at the CONSULTANT’s cost.
CONSULTANT shall be required to provide adequate resources to fully support any
administrative closeout efforts identified in the AGREEMENT Such support must be
provided within the timeframe requested by the SANITATION DISTRICT.
Notwithstanding the final AGREEMENT acceptance, the CONSULTANT will not be
relieved of its obligations hereunder, nor will the CONSULTANT be relieved of its
obligations to complete any portions of the work, the non-completion of which were not
disclosed to the SANITATION DISTRICT (regardless of whether such nondisclosures
were fraudulent, negligent, or otherwise), and the CONSULTANT shall remain obligated
under all those provisions of the AGREEMENT which expressly or by their nature extend
beyond and survive final AGREEMENT Acceptance.
Any failure by the SANITATION DISTRICT to reject the work or to reject the
CONSULTANT’s request for final AGREEMENT Acceptance as set forth above shall not
be deemed to be acceptance of the work by the SANITATION DISTRICT for any
purpose nor imply acceptance of, or AGREEMENT with, the CONSULTANT’s request
for final AGREEMENT Acceptance.
26. ENTIRE AGREEMENT
This AGREEMENT constitutes the entire understanding and AGREEMENT between the
Parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
PSA PROJECT NO. PS17-08
Revision 080118 CEQA – FACILITIES MASTER PLAN
Page 19 of 19
IN WITNESS WHEREOF, this AGREEMENT has been executed in the name of the
SANITATION DISTRICT, by its officers thereunto duly authorized, and CONSULTANT
as of the day and year first above written.
CONSULTANT: DUDEK
By __________________________________________________
Date
__________________________________________________
Printed Name & Title
ORANGE COUNTY SANITATION DISTRICT
By __________________________________________________
David John Shawver Date
Board Chairman
By __________________________________________________
Kelly A. Lore Date
Clerk of the Board
By __________________________________________________
Marc Dubois Date
Contracts, Purchasing and
Materials Management Manager
Attachments: Attachment “A” – Scope of Work
Attachment “B” – Not Used
Attachment “C” – Not Attached
Attachment “D” – Allowable Direct Costs
Attachment “E” – Fee Proposal
Attachment “F” – Not Used
Attachment “G” – Cost Matrix and Summary
Attachment “H” – Not Attached
Attachment “I” – Not Attached
Attachment “J” – Not Used
Attachment “K” – OCSD Safety Standards
Page 1 of 1
OPERATIONS COMMITTEE Meeting Date 02/06/19 To Bd. of Dir. 02/27/19
AGENDA REPORT Item Number 7 Item Number
Orange County Sanitation District FROM: James D. Herberg, General Manager Originator: Rob Thompson, Assistant General Manager SUBJECT: CAPITAL IMPROVEMENT PROGRAM CONTRACT PERFORMANCE
REPORT GENERAL MANAGER'S RECOMMENDATION Receive and file the Capital Improvement Program Contract Performance Report for the
period ending December 31, 2018. BACKGROUND The Capital Improvement Program involves awarding and managing many construction
and consulting contracts. In 2008, the Orange County Sanitation District (Sanitation District) Board of Directors began awarding contingencies along with construction and consulting contracts. The contingencies allow the General Manager to approve change orders for construction contracts and amendments for consulting contracts up to the amount of the approved contingency. This practice reduces administrative costs,
expedites resolution of project issues that arise, helps avoid Contractor delay claims, and facilitates efficient management of many contracts. The Capital Improvement Program Contract Performance Report summarizes construction and consulting contract performance and activities for the quarter ending
December 30, 2018. This report is updated quarterly. RELEVANT STANDARDS
• Ensure the public’s money is wisely spent ATTACHMENT
The following attachment(s) are included in hard copy and may also be viewed on-line at the OCSD website (www.ocsd.com) with the complete agenda package:
• Capital Improvement Program Contract Performance Report for the period ending December 30, 2018
JM:dm:gc
ORANGE COUNTY SANITATION DISTRICT
Capital Improvement Program
Contract Performance Report
For the period ending December 31, 2018
Page 1 of 6
DATE: January 24, 2019
TO: Orange County Sanitation District
Board of Directors
FROM: James D. Herberg, General Manager
Through: Rob Thompson, Director of Engineering
This report summarizes the status, activities, and performance of public works
construction contracts and consultant agreements. This report also identifies the names
and status of projects being performed under master budgets for planning studies,
research, small construction projects, O&M capital projects, and information technology
projects.
PART 1 - CONSTRUCTION CONTRACTS
When the Orange County Sanitation District (Sanitation District) Board awards a
construction contract, a contingency is also approved which allows the General Manager
to approve contract change orders up to the amount of the contingency. One of the
purposes of this report is to document how that contingency is managed and how much
of the contingency is utilized. A project’s change order rate can only be documented when
the work is complete. As such, the change order performance charts in this report are
based only on projects closed since the Board began approving contingencies in 2008.
ORANGE COUNTY SANITATION DISTRICT
Capital Improvement Program
Contract Performance Report
For the period ending December 31, 2018
Page 2 of 6
Activity in Last Quarter
J-126JK Stairs, Hatches, Walkway Hazards,
Ladders, Guardrails, Roof Fall Protection
Contract Award 24-Oct-18
J-126PQ Ladders, Hatches, Roof Fall
Protection
Contract Award 28-Nov-18
J-117B Outfall Low Flow Pump Station Contract Award 19-Dec-18
FE15-09 CenGen Hot Water Pipe Bracing at
Plant 1
Final Completion 13-Nov-18
FE16-10 East Basin Distribution Box Repair Final Completion 14-Dec-18
J-126E Roof Fall Protection and Skylights Final Completion 06-Nov-18
ORANGE COUNTY SANITATION DISTRICT
Capital Improvement Program
Contract Performance Report
For the period ending December 31, 2018
Page 3 of 6
Anticipated Activity in Next Quarter
FE14-05 Plant No. 1 Fleet Services UST Leak
Remediation
Contract Award 23-Jan-19
J-126C NFPA 820 HVAC and Electrical
Improvements
Contract Award 27-Mar-19
P2-98B B/C-Side Primary Clarifiers Interim
Repair at Plant 2
Contract Award 23-Jan-19
FE15-10 East Lido Force Main Rehabilitation Final Completion 07-Feb-19
FE16-14 Slater Pump Station Valve
Replacements
Final Completion 27-Feb-19
J-126A&H Hot Surfaces Insulation P1/P2/Bay
Bridge PS/Slater PS
Final Completion 28-Feb-19
J-126BFG Lights, Ladder and Walkway
Hazards
Final Completion 28-Feb-19
J-117A Interplant Effluent Pipeline
Rehabilitation
Final Completion 01-Mar-19
P1-115B Rehabilitation of Fleet Services
Building, Building 8 and Paving Area
Final Completion 28-Mar-19
PART 2 – DESIGN CONSULTANT AGREEMENTS
The Sanitation District engages design consultants through Professional Design Services
Agreements (PDSAs), Professional Consultant Services Agreements (PCSAs), and
Master Professional Services Agreements (Master Agreements). PDSAs are used to
obtain design engineering services, and PCSAs are a subsequent agreement with the
design consultant to provide support services during construction.
ORANGE COUNTY SANITATION DISTRICT
Capital Improvement Program
Contract Performance Report
For the period ending December 31, 2018
Page 4 of 6
Activity in Last Quarter
PS16-04 Rectangular Primary Clarifier
Reliability Study at Plant No. 1
Final Study
Received
15-Nov-18
Anticipated Activity in Next Quarter
7-66 Sunflower and Red Hill Interceptor
Repairs
RFP
Advertisement
18-Mar-19
J-98 Electrical Power Distribution System
Improvements
RFP
Advertisement
11-Mar-19
P1-132 Uninterruptable Power Supply
Improvements at Plant 1
RFP
Advertisement
31-Jan-19
P1-133 Primary Clarifiers 6-31 Reliability
Improvements at Plant No. 1
RFP
Advertisement
05-Mar-19
PS17-08 CEQA - Facilities Master Plan PSA Award 27-Feb-19
PS15-06 Seismic Evaluation of Structures at
Plant Nos. 1 and 2
Final Study
Received
28-Feb-19
PS15-08 Collections Capacity Evaluation
Study
Final Study
Received
30-Jan-19
PS15-02 Edinger Pump Station
Rehabilitation Study
Final Study
Received
07-Mar-19
PS17-02 Guidelines for Development in the
Area of OCSD Facilities
Final Study
Received
15-Jan-19
RE17-04 AquaNereda Aerobic Granular
Sludge Process
RFP
Advertisement
22-Mar-19
Master Agreements are issued to a pool of pre-qualified consultants for smaller projects.
On those smaller projects, the Sanitation District solicits task order proposals from three
ORANGE COUNTY SANITATION DISTRICT
Capital Improvement Program
Contract Performance Report
For the period ending December 31, 2018
Page 5 of 6
or four of the firms, and awards a task order to the most qualified consultant. There are
currently seven sets of Master Agreements.
2009 Master Design Agreements (expired)
2012 Master Design Agreements (expired)
2015 Master Design Agreements (expired)
2018 Master Design Agreements
2017 Master Agreements for CEQA Studies
2017 Master Agreements for Collection Planning Studies
2017 Master Agreements for Wastewater Treatment Planning Studies
The three Master Design Agreements from 2009, 2012, and 2015 have expired, meaning
no new task orders can be issued under them, but previously-issued task orders remain
active until completed. Task Orders are limited by Sanitation District Ordinance
No. OCSD-47 $300,000 per task order.
PART 3 – MASTER BUDGET PROJECTS
The Board-adopted budget for Fiscal Years 2018-19 and 2019-20 includes master
program budgets that allow staff to more quickly initiate, execute, and manage smaller
projects that fit within the scope of a particular program. The projects chartered under
these program budgets are referred to as sub-projects, and are managed to the same
standards as projects specifically listed in the adopted budget. A status table for each of
these programs listing the sub-projects is attached.
Master Program Title Status Table
Planning Studies Program Table 3.1
Research Program Table 3.2
Small Construction Projects Program Table 3.3
Information Technology Capital Program Table 3.4
Operations & Maintenance Capital Program Table 3.5
ORANGE COUNTY SANITATION DISTRICT
Capital Improvement Program
Contract Performance Report
For the period ending December 31, 2018
Page 6 of 6
PART 4 – STAFF AUGMENTATION CONTRACT
In May 2016, the Sanitation District Board of Directors approved a $41 million
professional services agreement with Jacobs Project Management Co. to provide
supplemental engineering and support staff services for a four-year term with the option
of three one-year renewals. The benefits of using staff augmentation, as opposed to
hiring full-time staff or limited-term employees, include rapid mobilization of highly
skilled/technical staff, flexibility to change the mix of staff positions on an immediate and
as-needed basis, the ability to reduce staff as workloads decrease, access to technical
experts to support special tasks, and access to staff with wastewater project experience.
CHARTS AND TABLES
Chart 1.1 – Program Overview
Chart 1.2 – Change Order Rates Over Time – All Closed Projects
Chart 1.3 – Change Order Rates Over Time – Collections Projects
Chart 1.4 – Change Order Rates Over Time – Plant Projects
Table 1.1 – Summary of Closed Construction Contracts by Category
Table 1.2 –Contract Performance – Active Construction Contracts
Table 1.3 – Active Construction Contracts by Contractor
Table 2.1 – Active Design Consultant Contracts by Consultant
Table 2.2 – Activity Report for 2012 Master Professional Design Services Agreements
Table 2.3 – Activity Report for 2015 Master Professional Design Services Agreements
Table 2.4 – Activity Report for 2018 Master Professional Design Services Agreements
Table 2.5 – Activity Report for 2017 Master Agreements for CEQA Studies
Table 2.6 – Activity Report for 2017 Master Agreements for Collection Planning Studies
Table 2.7 – Activity Report for 2017 Master Agreements for Wastewater Treatment
Studies
Table 3.1 – Planning Studies Status Report
Table 3.2 – Research Program Status Report
Table 3.3 – Small Construction Project Program Status Report
Table 3.4 – Information Technology Capital Program Status Report
Table 3.5 – Operations & Maintenance Capital Program Status Report
Table 4.1 – Staff Augmentation Contract Status
Table 4.2 – Staff Augmentation Labor Summary
Total Base Contract Value 1,252,263,115$ Total Base Contract Value 375,514,717$
Collections 312,548,525$ 25.0% Collections 63,330,301$ 16.9%
Plant Projects 939,714,590$ 75.0% Plant Projects 312,184,416$ 83.1%
Total Base # of Contracts 73 Total Base # of Contracts 21
Collections 31 Collections 3
Plant Projects 42 Plant Projects 18
*Projects closed since 2 QTR FY07/08
CLOSED PROJECTS DISTRIBUTION BY CATEGORY* ACTIVE PROJECTS DISTRIBUTION BY CATEGORY
CUMULATIVE DATA THROUGH QUARTER ENDING DECEMBER 31, 2018 2 QTR FY18/19
Program Overview
Chart 1.1
Collections
Plant Projects
Collections
Plant Projects
5.0%
6.1%
5.7%
4.7%4.7%4.7%4.7%4.7%
4.8%4.9%5.0%
4.8%
3.5%3.4%
3.5%
3.8%3.8%3.8%3.8%3.8%
3.8%
4.6%
5.2%5.3%
0.00%
1.00%
2.00%
3.00%
4.00%
5.00%
6.00%
7.00%
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Chart 1.2
Change Order Rates Over Time
All Closed Projects
Contracts Closed in Last Quarter Original Value
Change
Orders
FE16‐05 Buried Water Valve Support
Upgrades at Plant $139,000 12.01%
12.35%
11.19%
6.77%
5.52%5.51%5.34%5.51%
5.88%
5.51%
5.81%
6.19%
7.14%7.14%7.10%
9.53%
8.91%9.08%
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
12.00%
14.00%
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Chart 1.3
Change Order Rates Over Time
Closed Collections Projects
3.89%
5.73%
4.31%4.19%4.28%4.18%4.11%4.20%
4.36%
2.70%2.59%
2.88%2.90%2.90%
3.11%
4.04%
0.00%
1.00%
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4.00%
5.00%
6.00%
7.00%
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Chart 1.4
Change Order Rates Over Time
Closed Plant Projects
Project Category Original Contract
Value
Approved Change
Orders
Final
Contract Value
Change Order
Percentage
Category
Change Order Goal
COLLECTIONS $312,548,525 $28,378,795 $340,927,320 9.08% 6.50%
PLANT PROJECTS $939,714,590 $37,999,911 $977,714,501 4.04% 2.75%
Total $1,252,263,115 66,378,706$ $1,318,641,821 5.30% 5.00%
Summary of Closed Construction Contracts by Category
Table 1.1
Project No Construction
% Complete
Original Contract
Amount
Approved Change
Orders
Current Contract
Amount
Collections
2‐72B 9% 58,242,000$ ‐$ 58,242,000$
6‐17 92% 3,699,301$ 344,931$ 4,044,232$
FE15‐10 94% 1,389,000$ ‐$ 1,389,000$
Plant Projects
FE14‐03 100% 594,000$ 19,739$ 613,739$
FE15‐06 100% 909,700$ ‐$ 909,700$
FE15‐07 37% 1,790,000$ ‐$ 1,790,000$
FE16‐10 93% 529,350$ ‐$ 529,350$
FE16‐14 16% 459,674$ ‐$ 459,674$
J‐117A 97% 12,609,012$ 606,339$ 13,215,351$
J‐117B 0% 90,200,000$ ‐$ 90,200,000$
J‐126AH 70% 452,757$ ‐$ 452,757$
J‐126BFG 33% 557,759$ ‐$ 557,759$
J‐126E 87% 418,000$ ‐$ 418,000$
J‐126JK 0% 3,637,601$ ‐$ 3,637,601$
J‐126L 0% 212,700$ ‐$ 212,700$
J‐126PQ 0% 786,000$ ‐$ 786,000$
P1‐101 97% 126,908,300$ 10,091,285$ 136,999,585$
P1‐115B 59% 2,235,563$ 39,129$ 2,274,692$
P2‐110 72% 16,730,000$ 993,300$ 17,723,300$
P2‐92 95% 49,850,000$ 1,328,604$ 51,178,604$
P2‐92A 86% 3,304,000$ 224,179$ 3,528,179$
Contract Performance ‐ Active Construction Contracts
Table 1.2
Contractor/Project Number Project Name Current Contract
Value
Abhe & Svoboda, Inc.
P2‐118 Activated Sludge Aeration Basin Deck Repair at Plant No. 2 906,975$
Access Pacific
J‐126E Roof Fall Protection and Skylights 418,000$
AMPCO Contracting
FE16‐05 Buried Water Valve Support Upgrades at Plant 2 139,000$
Amtek Construction
J‐126AH Hot Surfaces Insulation P1/P2/Bay Bridge PS/Slater PS 452,757$
J‐126BFG Lights, Ladder and Walkway Hazards 557,759$
Charles King Company, Inc.
6‐17 District 6 Trunk Sewer Relief 3,699,301$
FE15‐10 East Lido Force Main Rehabilitation 1,389,000$
Filanc
FE15‐09 CenGen Hot Water Pipe Bracing at Plant 1 94,784$
Flatiron West Inc
P2‐110 Consolidated Demolition and Utility Improvements at Plant 2 16,730,000$
Griffith Company
2‐41‐8 SARI Rock Stabilizers Removal 2,809,082$
Howard Ridley Co. Inc.
FE16‐10 East Basin Distribution Box Repair 529,350$
Kiewit Infrastructure West Co.
7‐37 Gisler ‐ Red Hill Trunk Improvements ‐ Reach B 15,432,000$
P2‐92A Truck Loading Bay Odor Control at Plant 2 3,304,000$
Kiewit Infrastructure West. Co.
FE13‐04 Plant No. 2 Trickling Filter Chemical Odor Control ‐$
ODC Engineering and Technology
P1‐115B Rehabilitation of Fleet Services Building, Building 8 and Paving Area 2,235,563$
OHL USA
2‐72B Newhope‐Placentia Trunk Replacement, Segment B 58,242,000$
Active Construction Contracts by Contractor
Table 1.3
Contractor/Project Number Project Name Current Contract
Value
Active Construction Contracts by Contractor
Table 1.3
Shimmick Construction Co., Inc.
J‐117A Interplant Effluent Pipeline Rehabilitation 12,609,012$
P2‐92 Sludge Dewatering and Odor Control at Plant 2 49,850,000$
Tharsos, Inc.
FE14‐03 Rehabilitation of Digester Mixing Pumps at P2 Digesters E, H, R, S, and T 594,000$
Project
Number Project Name Agreement
Type
Original
Value
Number of
Amendments
Amendments
To Date
AECOM Technical Services, Inc.20,923,626$ 7 721,258$
3‐64 Rehabilitation of Western Regional Sewers PDSA 17,639,250$ 7 721,258$
P1‐100 Digester Rehabilitation at Plant 1 PCSA 2,761,337$ 0 ‐$
P1‐129 Return Activated Sludge Piping Replacement at Activated Sludge Plant No. 1 PDSA 523,039$ 0 ‐$
Arcadis 8,677,000$ 2 1,639,027$
5‐67 Bay Bridge Pump Station Replacement PDSA 7,137,000$ 1 139,027$
J‐126 Safety Improvements Program PDSA 1,540,000$ 1 1,500,000$
Black & Veatch 18,141,423$ 4 908,396$
P2‐98 Primary Treatment Rehabilitation at Plant 2 PDSA 18,141,423$ 4 908,396$
Brown and Caldwell 38,082,044$ 26 5,776,476$
5‐60 Newport Force Main Rehabilitation PCSA 2,231,925$ 4 839,714$
J‐117 Ocean Outfall System Rehabilitation PDSA 6,778,015$ 16 4,405,708$
J‐117A Interplant Effluent Pipeline Rehabilitation PCSA 1,121,666$ 0 ‐$
J‐124 Digester Gas Facilities Rehabilitation PDSA 11,770,000$ 0 ‐$
P2‐107 SCADA System and Network Upgrades PDSA 2,818,197$ 6 531,054$
P2‐92 Sludge Dewatering and Odor Control at Plant 2 PCSA 4,798,328$ 0 ‐$
J‐117B Outfall Low Flow Pump Station PCSA 8,563,913$ 0 ‐$
Carollo Engineers 21,847,762$ 8 2,695,126$
P1‐105 Headworks Rehabilitation and Expansion at Plant 1 PDSA 17,528,957$ 3 2,486,715$
P1‐123 Trunk Line Odor Control Improvements PCSA 529,970$ 0 ‐$
PS15‐10 2017 Facilities Master Plan PSA 3,132,052$ 5 208,411$
RE17‐02 Biogas Scrubber Evaluation PSA 656,783$ 0 ‐$
CDM Smith 5,319,930$ 0 ‐$
P2‐122 Headworks Modifications at Plant 2 for GWRS Final Expansion PDSA 5,319,930$ 0 ‐$
Geosyntec Consultants 2,578,028$ 1 85,358$
PS15‐06 Seismic Evaluation of Structures at Plant Nos. 1 and 2 PSA 2,578,028$ 1 85,358$
Hazen and Sawyer 697,952$ 0 ‐$
SP‐152 Climate Change Impact Study PSA 697,952$ 0 ‐$
HDR Engineering, Inc.19,057,648$ 7 3,251,999$
FE16‐11 Lane Channel Crossing PDCSSA 131,939$ 0 ‐$
P1‐101 Sludge Dewatering and Odor Control at Plant 1 PCSA 7,140,000$ 3 2,086,303$
P1‐128 Headquarters Complex, Site and Security, and Entrance Realignment Program PDSA 11,785,709$ 4 1,165,696$
Kennedy/Jenks Consultants 695,000$ 0 ‐$
P2‐124 Interim Food Waste Receiving Facility PDSA 695,000$ 0 ‐$
Lee & Ro 11,722,178$ 5 434,974$
2‐72 Newhope‐Placentia Trunk Replacement PDSA 8,468,232$ 4 434,974$
2‐72 Newhope‐Placentia Trunk Replacement PCSA 3,253,946$ 1 ‐$
Table 2.1
Active Design Consultant Contracts by Consultant
Project
Number Project Name Agreement
Type
Original
Value
Number of
Amendments
Amendments
To Date
Table 2.1
Active Design Consultant Contracts by Consultant
Lockwood, Andrews & Newnam, Inc (LAN)505,042$ 0 ‐$
PS15‐02 Edinger Pump Station Rehabilitation Study PSA 505,042$ 0 ‐$
LSA ASSOCIATES INC 420,927$ 1 ‐$
P1‐128 Headquarters Complex, Site and Security, and Entrance Realignment Program PSA 420,927$ 1 ‐$
MICHAEL BAKER INTERNATIONAL, INC.930,429$ 1 54,839$
2‐41‐8SARI Rock Stabilizers Removal PCSA 215,129$ 0 ‐$
PS16‐01 Stormwater Master Plan PSA 715,300$ 1 54,839$
PM Web Inc 1,022,500$ 2 79,525$
J‐128 Project Management Information System PSA 1,022,500$ 2 79,525$
Stantec Consulting Services, Inc.9,815,880$ 5 (697,689)$
3‐62 Westminster Blvd Force Main Replacement PDSA 6,917,175$ 5 (697,689)$
P2‐110 Consolidated Demolition and Utility Improvements at Plant 2 PCSA 1,499,839$ 0 ‐$
SP‐196 Process Control Systems Upgrades Study PSA 1,398,866$ 0 ‐$
THE AUSTIN COMPANY 2,806,622$ 6 549,321$
P1‐115 Title 24 Access Compliance and Building Rehabilitation Project PDSA 2,200,000$ 6 549,321$
P1‐115 Title 24 Access Compliance and Building Rehabilitation Project PCSA 606,622$ 0 ‐$
Woodard & Curran 3,092,675$ 3 19,372$
6‐17 District 6 Trunk Sewer Relief PCSA 290,000$ 1 ‐$
PS15‐08 Collections Capacity Evaluation Study PSA 2,802,675$ 2 19,372$
Table 2.2
Activity Report for 2012 Master Professional Design Services Agreements
Firm Task Order Status PROJECT TITLE/DESCRIPTION FY12-13 FY13-14 FY14-15
FE13‐02, Repairs to Bar Screen at D Headworks at
P2 27,980.00$
FE13‐02 Amendment No. 1 9,200.00$
FE13‐02 Amendment No. 2 6,770.00$
FR12‐035, Edinger Pump Station Record Drawing
Preparation 42,511.00$
FR12‐035 Amendment No. 1 10,455.00$
FE13-01, (5-60) Newport Force Main Rehabilitation 74,600.00$
FE13-01 (5-60) Amendment No. 1 24,943.00$
FR13-020, Plant No. 2 Gas Compressor Building
Piping Replacement 68,917.00$
FR13-020 Amendment No. 1 30,568.00$
FR13-020 Amendment No. 2 25,896.00$
CUMULATIVE 43,950.00$ 152,509.00$ 125,381.00$
12‐00‐02‐01 Closed FE12‐06, 84‐inch P2 PI Line for Dist. Box B Rehab.
and Flow Meter Structure Aban. CLOSED 64,095.00$
FE09‐04, P1 Potable Water System Improvements 50,472.00$
FE09‐04 Amendment No. 1 13,320.00$
12‐00‐02‐03 Closed FE14‐04, Primary Influent Channels Repair at Plant 1 $71,841.00
CUMULATIVE 64,095.00$ 63,792.00$ 71,841.00$
FR12‐003, Warner Avenue Manholes Structural
Repair Project 42,081.00$
FR12‐003 Amendment No. 1 24,739.00$
12‐00‐03‐02 Closed FR13‐012, Santa Ana River Interceptor 56,404.00$
CUMULATIVE 66,820.00$ 56,404.00$ -$
12-00-01-04
LEE & RO, INC
PO# 104615-OB
Contract No. FE12-00-01
DUDEK & ASSOCIATES, INC.
PO# 104616-OB
Contract No. FE12-00-02
RMC WATER AND ENVIRONMENT
PO#104611-OB
Contract No. FE12-00-03
Closed
12‐00‐01‐01
12-00-01-03
12‐00‐02‐02
12‐00‐01‐02
Closed
Closed
Closed
Open
Closed
12‐00‐03‐01
Table 2.2
Activity Report for 2012 Master Professional Design Services Agreements
Firm Task Order Status PROJECT TITLE/DESCRIPTION FY12-13 FY13-14 FY14-15
FR12‐012, Slater Ave VFD Replacement 39,963.00$
FR12‐012 Amendment No. 1 26,968.00$
CUMULATIVE 66,931.00$ -$ -$
FE10‐19, Landscaping and Miscellaneous
Improvements Along Ellis Avenue 74,957.00$
FE10‐19 Amendment No.1 12,295.00$
FE10‐19 Amendment No.2 5,876.00$
CUMULATIVE 93,128.00$ -$ -$
12‐00‐06‐01 Closed
FR12‐030, P2 Solids Loading Station Truck Loading
Auger Access 15,935.00$
FE12‐05, 15th St, Rocky Point and Bitter Point Pump
Station Fall Protection Improvements 40,575.00$
FE12‐05 Amendment No. 1 2,330.00$
12-00-06-03 Closed FE12-10, IT Server Room Cooling Improvements 43,470.00$
12-00-06-04 Closed
FE14-01, Plant 1 Primary Sludge Handling
Modifications $6,200.00
CUMULATIVE 58,840.00$ 43,470.00$ 6,200.00$
12‐00‐07‐01 Closed FE12‐02, P1 Hazardous Waste Storage Relocation 51,400.00$
CUMULATIVE 51,400.00$ -$ -$
12‐00‐04‐01
IDS GROUP
PO# 104614-OB
Contract No. FE12-00-06
PSOMAS
PO# 104610-OB
Contract No. FE12-00-07
12‐00‐06‐02
12‐00‐05‐01
TRAN CONSULTING ENGINEERS
PO# 104617-OB
Contract No. FE12-00-04
RBF CONSULTING
PO#104626-OB
Contract No. FE12-00-05
Closed
Closed
Closed
Table 2.2
Activity Report for 2012 Master Professional Design Services Agreements
Firm Task Order Status PROJECT TITLE/DESCRIPTION FY12-13 FY13-14 FY14-15
FE10‐21, Area 02 Craig Regional Park Manhole
Improvements 58,440.00$
FE10‐21 Amendment No. 1 18,780.00$
FE10‐21 Amendment No. 2 22,780.00$
12‐00‐08‐02 Closed FE12‐07, Upgrade PLC Panels at P1 and P2 ‐ 69,840.00$
FE13‐04, Plant 2 Trickling Filter Odor Control System
Upgrade 74,910.00$
FE13‐04 Amendment No. 1 9,635.00$
FE13‐04 Amendment No. 2 14,455.00$
FE13‐04 Amendment No. 3 24,235.00$
FE13‐04 Amendment No. 4 11,095.00$
CUMULATIVE 169,840.00$ -$ 134,330.00$
FE12‐08, P2 TF/SC Blower Insultation Modifications 57,351.00$
FE12-08 Amendment No. 1 27,390.00$
CUMULATIVE -$ 84,741.00$ -$
CUMULATIVE -$ -$ -$
TOTAL 615,004.00$ 400,916.00$ 337,752.00$
HARRIS AND ASSOCIATES
PO# 104613-OB
Contract No. FE12-00-10
12‐00‐09‐01
12‐00‐08‐01
GHD
PO#104612-OB
Contract No. FE12-00-08
RMS ENGINEERING & DESIGN, INC.
PO# 104625-OB
Contract No. FE12-00-09
Closed
Open
12‐00‐08‐03 Open
Table 2.3
Activity Report for 2015 Master Professional Design Services Agreements
Firm Task Order Status Project Title/Description FY15-16 FY16-17 FY17-18
FE14-05, Plant No. 1 Fleet Services UST Leak
Remediation $86,116.00
FE14-05 Amendment No. 1 $53,137.00
FE14-05 Amendment No. 1 $20,000.00
FE15-00-01-02 Open FE15-09, CenGen Hot Water Pipe Bracing at P1 $146,516.00
FE15-00-01-03 Open FE16-14, Slater Pump Station Valve Replacements $175,500.00
$159,253.00 $146,516.00 $175,500.00
No task orders issued
$0.00 $0.00 $0.00
No task orders issued
$0.00 $0.00 $0.00
FE15-00-04-01 Open
PS17-02Guidelines for Development in the Area of
OCSD Facilities $93,186.61
$0.00 $0.00 $93,186.61
No task orders issued
$0.00 $0.00 $0.00
HAZEN AND SAWYER
Purchase Order No. 105451OB
Contract No. FE15-00-05
FISCAL YEAR TOTAL
DUDEK
Purchase Order No. 105435OB
Contract No. FE15-00-01
LEE & RO, INC.
Purchase Order No. 105436OB
Contract No. FE15-00-02
GHD, INC.
Purchase Order No. 105469OB
Contract No. FE15-00-03
AECOM
Purchase Order No. 105440OB
Contract No. FE15-00-04
FISCAL YEAR TOTAL
FISCAL YEAR TOTAL
FISCAL YEAR TOTAL
FISCAL YEAR TOTAL
FE15-00-01-01 Open
Table 2.3
Activity Report for 2015 Master Professional Design Services Agreements
Firm Task Order Status Project Title/Description FY15-16 FY16-17 FY17-18
FE15-00-06-01 Open
PS16-04, Rectangular Primary Clarifier Reliability
Study at Plant 1 $156,518.00
$0.00 $0.00 $156,518.00
FE15-00-07-01 Closed
FE15-02, Plant No. 2 Control Center Server Room
HVAC Upgrade $83,624.00
$83,624.00 $0.00 $0.00
No task orders issued
$0.00 $0.00 $0.00
No task orders issued
$0.00 $0.00 $0.00
No task orders issued
$0.00 $0.00 $0.00
No task orders issued
$0.00 $0.00 $0.00
BEYAZ & PATEL, INC.
Purchase Order No. 105445OB
Contract No. FE15-00-09
IDS GROUP, INC.
Purchase Order No. 105437OB
Contract No. FE15-00-10
KLEINFELDER, INC.
Purchase Order No. 105433OB
Contract No. FE15-00-11
FISCAL YEAR TOTAL
FISCAL YEAR TOTAL
FISCAL YEAR TOTAL
RMC WATER AND ENVIRONMENT
Purchase Order No. 105441OB
Contract No. FE15-00-06
PROJECTLINE TECHNICAL
SERVICES, INC.
Purchase Order No. 105452OB
Contract No. FE15-00-07
TAIT & ASSOCIATES, INC.
Purchase Order No. 105449OB
Contract No. FE15-00-08
FISCAL YEAR TOTAL
FISCAL YEAR TOTAL
FISCAL YEAR TOTAL
Table 2.3
Activity Report for 2015 Master Professional Design Services Agreements
Firm Task Order Status Project Title/Description FY15-16 FY16-17 FY17-18
FE15-00-12-01 Open FE16-10, East Basin Distribution Box Repair $79,990.00
$0.00 $79,990.00 $0.00
$242,877.00 $226,506.00 $425,204.61TOTAL
RMS ENGINEERING & DESIGN, INC.
Purchase Order No. 105439OB
Contract No. FE15-00-12 FISCAL YEAR TOTAL
Table 2.4
Activity Report for 2018 Master Professional Design Services Agreements
Firm Task Order Status Project Title/Description FY18-19 FY19-20 FY20-21
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
$0.00 $0.00 $0.00
AECOM
Contract No. FE18-00-01
FISCAL YEAR TOTAL
Black & Veatch
Contract No. FE18-00-02
FISCAL YEAR TOTAL
Dudek
Contract No. FE18-00-03
FISCAL YEAR TOTAL
GHD
Contract No. FE18-00-04
FISCAL YEAR TOTAL
HDR Engineering
Contract No. FE18-00-05
FISCAL YEAR TOTAL
IDS Group
Contract No. FE18-00-06
FISCAL YEAR TOTAL
Infrastructure Engineering
Contract No. FE18-00-07
FISCAL YEAR TOTAL
Michael Baker International
Contract No. FE18-00-08
FISCAL YEAR TOTAL
TOTAL
Table 2.5
Activity Report for 2017 Master Agreements for CEQA Studies
Firm Task Order Status Project Title/Description FY18-19 FY19-20 FY20-21
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
$0.00 $0.00 $0.00TOTAL
ESA
CEQA PLAN2017-04
FISCAL YEAR TOTAL
AECOM
CEQA PLAN2017-05
FISCAL YEAR TOTAL
LSA
CEQA PLAN2017-06
FISCAL YEAR TOTAL
HDR Engineering
CEQA PLAN2017-01
FISCAL YEAR TOTAL
Michael Baker International
CEQA PLAN2017-02
FISCAL YEAR TOTAL
Helix Environmental
CEQA PLAN2017-03
FISCAL YEAR TOTAL
Table 2.6
Activity Report for 2017 Master Agreements for Collection Planning Studies
Firm Task Order Status Project Title/Description FY17-18 FY18-19 FY19-20
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
$0.00 $0.00 $0.00TOTAL
Dudek
PLAN2017-04 (Collections)
FISCAL YEAR TOTAL
Woodard and Curran
PLAN2017-05 (Collections)
FISCAL YEAR TOTAL
Brown and Caldwell
PLAN2017-01 (Collections)
FISCAL YEAR TOTAL
AECOM
PLAN2017-02 (Collections)
FISCAL YEAR TOTAL
HDR Engineering
PLAN2017-03 (Collections)
FISCAL YEAR TOTAL
Table 2.7
Activity Report for 2017 Master Agreements for Wastewater Treatment Studies
Firm Task Order Status Project Title/Description FY18-19 FY19-20 FY20-21
No Task Orders Issued to Date
$0.00 $0.00 $0.00
Spill Prevention, Control, and Countermeasure Plan
for Sludge Dewatering and Odor Control at Plant 1 $28,216.00
Amendment No. 1 $10,935.00
$39,151.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
No Task Orders Issued to Date
$0.00 $0.00 $0.00
$39,151.00 $0.00 $0.00
Dudek
PLAN2017-04 (Wastewater)
FISCAL YEAR TOTAL
Woodard and Curran
PLAN2017-05 (Wastewater)
FISCAL YEAR TOTAL
TOTAL
Brown and Caldwell
PLAN2017-01 (Wastewater)
FISCAL YEAR TOTAL
AECOM
PLAN2017-02 (Wastewater)
FISCAL YEAR TOTAL
HDR Engineering
PLAN2017-03 (Wastewater)
FISCAL YEAR TOTAL
2017-02-01WW Open
Project Number Project Name Status Allocated Budget
PS15‐01 PS15‐01 Biosolids Master Plan Close‐Out 4,000,000$
PS15‐02 PS15‐02 Edinger Pump Station Rehabilitation Study Project Develop. 971,000$
PS15‐06 PS15‐06 Seismic Evaluation of Structures at Plant Nos. 1 and 2 Project Develop. 3,860,000$
PS15‐07 PS15‐07 Pressurization and Odor Control Study at Newport Beach Closed 344,145$
PS15‐08 PS15‐08 Collections Capacity Evaluation Study Project Develop. 3,682,000$
PS15‐10 PS15‐10 2017 Facilities Master Plan Project Develop. 4,150,000$
PS16‐01 PS16‐01 Stormwater Master Plan Project Develop. 1,415,700$
PS16‐02 PS16‐02 SCE Feed Reliability Improvements Study Project Develop. 293,000$
PS16‐04 PS16‐04 Rectangular Primary Clarifier Reliability Study at Plant No. 1 Project Develop. 420,000$
PS17‐01 PS17‐01 Fire Flow Testing at Plant No. 1 Cancelled 28,043$
PS17‐02 PS17‐02 Guidelines for Development in the Area of OCSD Facilities Project Develop. 176,000$
PS17‐03 PS17‐03 Active Fault Location Study at Plant No. 2 Project Develop. 1,121,000$
PS17‐04 PS17‐04 Office Workspace Study for Plant No 1 and 2 Project Develop. 77,000$
PS17‐08 PS17‐08 CEQA ‐ Facilities Master Plan Project Develop. 448,000$
PS17‐09 PS17‐09 Calibration of Plant 1/Plant 2 InfoWorks Hydraulic Model Close‐Out 40,000$
PS17‐10 PS17‐10 Emergency Overflow Weirs, Wing Wall Structural and Geotechnical Project Develop. 357,000$
PS18‐01 PS18‐01 Asset Management Plan Development Project Develop. 420,000$
PS18‐02 PS18‐02 Bushard Diversion Structure Rehabilitation Study Project Develop. 96,000$
PS18‐05 PS18‐05 Plant No. 2 Future Site Plan Development Project Develop. 193,000$
PS18‐07 PS18‐07 ASCE Review of CIP Program Preliminary Des. 50,000$
Grand Total 22,141,888$
Total Chartered Project 20
Board Approved Program Budget 28,652,000$
Remaining Unallocated Budget 6,510,112$
Planning Studies Status Report
Table 3.1
Project Number Project Name Status Allocated Budget
RE17‐01 RE17‐01 Operational Research Technical Support FY18‐19 Project Develop. 650,000$
RE17‐02 RE17‐02 Biogas Scrubber Evaluation Project Develop. 865,000$
RE17‐03 RE17‐03 Reliant Wet Well Wizard Test Project Develop. 74,000$
RE17‐04 RE17‐04 AquaNereda Aerobic Granular Sludge Process Project Develop. 242,000$
RE17‐05 RE17‐05 Organica FCR Process Project Develop. 242,000$
RE17‐06 RE17‐06 TWAS Pump Reliability Improvement Trials at Plant No. 2 Closed 8,392$
RE17‐07 RE17‐07 Super Oxygenation System Research at Seal Beach Pump Station Project Develop. 80,000$
Grand Total 2,161,392$
Total Chartered Project 7
Board Approved Program Budget 8,500,000$
Remaining Unallocated Budget 6,338,608$
Research Program Status Report
Table 3.2
Project Number Project Name Status Allocated Budget
FE10‐21 FE10‐21 Area 02 Craig Regional Park Manhole Improvements Design 1,359,000$
FE12‐10 FE12‐10 IT Server Room Cooling Improvements Closed 956,086$
FE13‐04 FE13‐04 Plant No. 2 Trickling Filter Chemical Odor Control Close‐Out 4,730,000$
FE14‐03 FE14‐03 Rehabilitation of Digester Mixing Pumps at P2 Digesters E, H, R, S, aClose‐Out 1,360,000$
FE14‐05 FE14‐05 Plant No. 1 Fleet Services UST Leak Remediation Design 1,487,311$
FE15‐01 FE15‐01 Fullerton Creek Channel Crossing Close‐Out 90,000$
FE15‐06 FE15‐06 Gas Compressor Building Piping Replacement at Plant 2 Close‐Out 3,924,000$
FE15‐07 FE15‐07 Secondary Treatment and Plant Water VFD Replacement at Plant 1Construction 3,319,600$
FE15‐09 FE15‐09 CenGen Hot Water Pipe Bracing at Plant 1 Construction 425,000$
FE15‐10 FE15‐10 East Lido Force Main Rehabilitation Construction 2,628,000$
FE16‐01 FE16‐01 Big Canyon Nature Park Improvements Closed 29,915$
FE16‐02 FE16‐02 Jamboree Sewer Realignment at Big Canyon Closed 54,434$
FE16‐05 FE16‐05 Buried Water Valve Support Upgrades at Plant 2 Construction 500,000$
FE16‐06 FE16‐06 Fuel Cell Facilities Demolition Design 520,000$
FE16‐08 FE16‐08 Carbon Canyon Clay Pipe Repairs Close‐Out 1,131,000$
FE16‐10 FE16‐10 East Basin Distribution Box Repair Construction 1,021,960$
FE16‐11 FE16‐11 Lane Channel Crossing Design 500,000$
FE16‐12 FE16‐12 Garfield Road Perimeter Security Fence Close‐Out 90,000$
FE16‐13 FE16‐13 Collections Infrastructure Relocation at Plant 2, Phase 1B Close‐Out 120,000$
FE16‐14 FE16‐14 Slater Pump Station Valve Replacements Bid and Award 1,050,000$
FE17‐01 FE17‐01 Carbon Canyon Pipeline Sag Repairs Design 783,000$
FE17‐03 FE17‐03 Battery Storage System at Plant No. 1 Project Develop. 571,000$
FE17‐04 FE17‐04 Storm Water Compliance Improvements at 3 Pump Stations Cancelled 8,929$
FE17‐05 FE17‐05 Plant 1 ICS Network Extension Design 950,000$
FE17‐06 FE17‐06 Tustin Ave Manhole and Pipe Repair Project Develop. 273,000$
FE17‐07 FE17‐07 Fruit Street Trunk Sewer Relocation ‐ OC Streetcar Project Develop. 334,000$
FE17‐08 FE17‐08 Big Canyon Trunk Sewer Realignment ‐ BCCC Maintenance Yard Project Develop. 130,000$
FE18‐01 FE18‐01 Interim Relocation to 18350 Mt. Langley Project Develop. 665,000$
FE18‐02 FE18‐02 Jamboree Sewer Transfer Preliminary Des. 300,000$
FE18‐03 FE18‐03 Building 6 Staff Consolidation Not Authorized ‐$
FE18‐04 FE18‐04 Activated Sludge Basin Lighting Repair at Plant No. 2 Project Develop. 1,600,000$
FE18‐06 FE18‐06 Instrument Air Compressors Replacement at Plant Nos. 1 and 2 CenNot Authorized ‐$
FE18‐07 FE18‐07 Pump Station Electrical Bypass Improvements Not Authorized ‐$
FE18‐08 FE18‐08 West Trunk Bypass Sewer Realignment Project Develop. 98,000$
FE18‐10 FE18‐10 Langley HVAC Replacement and Upgrades Project Develop.‐$
Grand Total 31,009,235$
Total Chartered Project 33
Board Approved Program Budget 55,000,000$
Remaining Unallocated Budget 23,990,765$
Table 3.3
Small Construction Projects Program ‐ Status Report
Project Number Project Name Status Allocated Budget
IT16‐03 IT16‐03 Plant 2 Internet Connection Active 50,000$
IT16‐05 IT16‐05 Plant 2 Radio Repeater Upgrade Active 35,000$
IT16‐06 IT16‐06 Network Equipment 2016‐17 Active 44,302$
IT16‐07 IT16‐07 Server Replacement and Obsolescence Active 337,332$
IT16‐08 IT16‐08 IT Security 2016‐17 Active 164,912$
IT16‐09 IT16‐09 iPACS Enhancements Active 85,000$
IT16‐10 IT16‐10 LIMS Compliance Improv Project Active 490,000$
IT16‐11 IT16‐11 Business Continuity Plan Active 490,000$
IT17‐01 IT17‐01 VMWare Active 416,968$
IT17‐02 IT17‐02 Upgrade Active Directory Directory to 2016 Active 56,000$
IT17‐03 IT17‐03 Upgrade ShoreTel System Server Active 199,644$
IT17‐04 IT17‐04 PCI Improvements Active 131,093$
IT17‐05 IT17‐05 Conference Room Monitor Upgrade Active 127,896$
IT17‐06 IT17‐06 Printer Obsolescence Active 371,207$
IT17‐07 IT17‐07 Safety Management Suite Active 170,077$
IT17‐08 IT17‐08 Perimeter Physical Security Im Active 170,077$
IT17‐09 IT17‐09 MYOCSD Redesign Active 170,077$
IT17‐10 IT17‐10 Electronic Operator Round Form Active 170,077$
IT17‐11 IT17‐11 P2 Radio Repeater Active 170,077$
IT17‐12 IT17‐12 Sever/Network Power Improvements Active 90,000$
IT17‐13 IT17‐13 Graphric Workstations for PAO Active 15,000$
IT17‐14 IT17‐14 Specialized Application Programing & Support Active 600,000$
IT17‐15 IT17‐15 Data Storage Replac/Obsolescens Active 600,000$
Grand Total 5,154,739$
Total Chartered Project 23
Board Approved Program Budget 10,000,000$
Remaining Unallocated Budget 4,845,261$
Table 3.4
Information Technology Capital Program Status Report
Project Number Project Name Status Allocated Budget
FR00001 SALS Hidrostal Pump Open 250,000$
FR00002 New Chopper Pump at Digester P, Plant 2 Cancelled 200,000$
FR00003 Rehab Clarifiers 4 & 5 at Plant 1 Open 450,000$
FR00006 PEPS No. 4 Submersible Replacement Open 30,000$
FR00007 P1, M & D Structure: Concrete & Rebar Repairs to 2 Existing Airbase Sluice Gates Cancelled 180,000$
FR00008 Rag Bin Ramp Retrofit Open 20,000$
FR00009 P2 Remove & Replace Disgester Mixing Pumps at Digesters R,S,T,E & H Cancelled 950,000$
FR00010 Toshiba Breaker Replacement Open 190,000$
FR00011 Westside PS Impeller & Liner Replacement Open 75,000$
FR00012 P2 Primary Scum Pumps Cancelled 58,360$
FYE Small Cap
Replac
FYE 14/15 Small Cap Replac (Ops charges to CIP) Closed 1,398,500$
SC15‐01 Replace Intercom at P2 Main Gate Cancelled 12,000$
SC15‐02 SALS Vibration Monitoring Server Closed 17,000$
SC15‐03 Installing Card Readers in Men's Locker Rooms Cancelled 40,000$
SC15‐04 Replace CEMS (emissions monitoring) System Closed 54,057$
SC16‐01 Maintenance Storage Area Tool Cage P2 Open 9,572$
SC17‐01 CenGen #1 Elevator Rehabilitation Open 180,000$
SC17‐02 P1 CenGen Plant Water Piping Rehabilitation Open 250,000$
SC17‐03 P1 P2 CenGen Oil Lube Platform Open 61,000$
SC17‐04 P1 CenGen 12KV Circuit Breaker Replacement Open 220,000$
SC17‐05 Hidrostal Pump ‐ TEFC Close Coupled Motor #2 (Pump for SALS) Open 261,260$
SC17‐06 P1 Lab UPS System Replacement Open 290,294$
SC18‐01 P1 Primary Clarifier Fall Protection Improvements Open 50,000$
SC18‐02 Joint Cen Gen Oil Centrifuge Heater & Controls Rehabilitation (MP‐18) Open 120,000$
SC18‐03 P1 SALS Main Duty Pump & Motor & Installation ‐ Remaining 2 (MP‐524) Open 500,000$
SC18‐04 Edinger UPS Replacement (MP‐444) Open 15,000$
SC18‐05 Improvements to P1 Laboratory Boilers ‐ New Burners (MP‐485) Open 311,000$
SC18‐06 Pump Station Bypass Parts ‐ Procurement (MP‐426) Open 500,000$
SC18‐07 Power Building 5 12kv Switchgear Replacement Pending 1,000,000$
SC18‐08 MacArthur Pump Station ‐ FM Valve Replacement Open 55,109$
SC18‐09 Admin Bldg UPS System Replacement Open 185,000$
Grand Total 7,933,152$
Total Chartered Project 31
Board Approved Program Budget 15,622,000$
Remaining Unallocated Budget 7,688,848$
Table 3.5
Operations & Maintenance Capital Program Status Report
Table 4.1 Staff Augmentation Contract Status
Total Fees Time
Contract $41,000,000 86 months (1)
Actuals to Date $13,741,711 34% 32 months 37%
Remaining $27,258,289 66% 54 months 63%
(1) Assuming three 1‐year extensions
Table 4.2 Staff Augmentation Labor Summary
Labor Hours
Full Time Equivalents
Labor Costs (no expenses)
Average Hourly Rate
Inception to Date
102,358
21.3
$13,419,057
$131
This Quarter
12,434
27.6
$1,412,025
$114
Page 1 of 1
OPERATIONS COMMITTEE Meeting Date 02/06/19 To Bd. of Dir. --
AGENDA REPORT Item Number 8 Item Number --
Orange County Sanitation District FROM: James D. Herberg, General Manager Originator: Lorenzo Tyner, Assistant General Manager SUBJECT: RESERVES AND INVESTMENTS POLICIES
GENERAL MANAGER'S RECOMMENDATION Information Only.
BACKGROUND Each month, staff provides an information presentation on topics of interest to the Board of Directors. This month’s topic: Reserves and Investments Policies.
RELEVANT STANDARDS
• Ensure that investment proposals and decisions are based on clearly defined
standards
• Ensure the public’s money is wisely spent
ATTACHMENT
The following attachment(s) may be viewed on-line at the OCSD website (www.ocsd.com) with the
complete agenda package: N/A
ORANGE COUNTY SANITATION DISTRICT
COMMON ACRONYMS
ACWA Association of California
Water Agencies LAFCO Local Agency Formation
Commission RWQCB Regional Water Quality
Control Board
APWA American Public Works
Association LOS Level Of Service SARFPA Santa Ana River Flood
Protection Agency
AQMD Air Quality Management
District MGD Million Gallons Per Day SARI Santa Ana River
Interceptor
ASCE American Society of Civil Engineers MOU Memorandum of Understanding SARWQCB Santa Ana Regional Water Quality Control Board
BOD Biochemical Oxygen Demand NACWA National Association of Clean Water Agencies SAWPA Santa Ana Watershed Project Authority
CARB California Air Resources
Board NEPA National Environmental
Policy Act SCADA Supervisory Control And
Data Acquisition
CASA California Association of Sanitation Agencies NGOs Non-Governmental Organizations SCAP
Southern California
Alliance of Publicly Owned
Treatment Works
CCTV Closed Circuit Television NPDES National Pollutant Discharge
Elimination System SCAQMD South Coast Air Quality
Management District
CEQA California Environmental
Quality Act NWRI National Water Research
Institute SOCWA South Orange County
Wastewater Authority
CIP Capital Improvement
Program O & M Operations & Maintenance SRF Clean Water State
Revolving Fund
CRWQCB California Regional Water
Quality Control Board OCCOG Orange County Council of
Governments SSMP Sewer System
Management Plan
CWA Clean Water Act OCHCA Orange County Health Care Agency SSO Sanitary Sewer Overflow
CWEA California Water Environment
Association OCSD Orange County Sanitation
District SWRCB State Water Resources
Control Board
EIR Environmental Impact Report OCWD Orange County Water District TDS Total Dissolved Solids
EMT Executive Management Team OOBS Ocean Outfall Booster Station TMDL Total Maximum Daily Load
EPA US Environmental Protection
Agency OSHA Occupational Safety and
Health Administration TSS Total Suspended Solids
FOG Fats, Oils, and Grease PCSA
Professional
Consultant/Construction Services Agreement WDR Waste Discharge
Requirements
gpd gallons per day PDSA Professional Design Services
Agreement WEF Water Environment
Federation
GWRS Groundwater Replenishment
System POTW Publicly Owned Treatment
Works WERF Water Environment &
Reuse Foundation
ICS Incident Command System ppm parts per million WIFIA Water Infrastructure
Finance and Innovation Act
IERP Integrated Emergency
Response Plan PSA Professional Services
Agreement WIIN
Water Infrastructure
Improvements for the
Nation Act
JPA Joint Powers Authority RFP Request For Proposal WRDA Water Resources
Development Act
ORANGE COUNTY SANITATION DISTRICT
GLOSSARY OF TERMS
ACTIVATED SLUDGE PROCESS – A secondary biological wastewater treatment process where bacteria reproduce at a high rate with the introduction of excess air or oxygen and consume dissolved nutrients in the wastewater.
BENTHOS – The community of organisms, such as sea stars, worms, and shrimp, which live on, in, or near the seabed, also known as the benthic zone.
BIOCHEMICAL OXYGEN DEMAND (BOD) – The amount of oxygen used when organic matter undergoes decomposition by microorganisms. Testing for BOD is done to assess the amount of organic matter in water.
BIOGAS – A gas that is produced by the action of anaerobic bacteria on organic waste matter in a digester tank that can be used
as a fuel.
BIOSOLIDS – Biosolids are nutrient rich organic and highly treated solid materials produced by the wastewater treatment process. This high-quality product can be recycled as a soil amendment on farmland or further processed as an earth-like product for
commercial and home gardens to improve and maintain fertile soil and stimulate plant growth.
CAPITAL IMPROVEMENT PROGRAM (CIP) – Projects for repair, rehabilitation, and replacement of assets. Also includes treatment improvements, additional capacity, and projects for the support facilities.
COLIFORM BACTERIA – A group of bacteria found in the intestines of humans and other animals, but also occasionally found elsewhere, used as indicators of sewage pollution. E. coli are the most common bacteria in wastewater.
COLLECTIONS SYSTEM – In wastewater, it is the system of typically underground pipes that receive and convey sanitary wastewater or storm water.
CERTIFICATE OF PARTICIPATION (COP) – A type of financing where an investor purchases a share of the lease revenues of a program rather than the bond being secured by those revenues.
CONTAMINANTS OF POTENTIAL CONCERN (CPC) – Pharmaceuticals, hormones, and other organic wastewater contaminants.
DILUTION TO THRESHOLD (D/T) – The dilution at which the majority of people detect the odor becomes the D/T for that air sample.
GREENHOUSE GASES (GHG) – In the order of relative abundance water vapor, carbon dioxide, methane, nitrous oxide, and ozone gases that are considered the cause of global warming (“greenhouse effect”).
GROUNDWATER REPLENISHMENT SYSTEM (GWRS) – A joint water reclamation project that proactively responds to Southern California’s current and future water needs. This joint project between the Orange County Water District and the Orange County
Sanitation District provides 70 million gallons per day of drinking quality water to replenish the local groundwater supply.
LEVEL OF SERVICE (LOS) – Goals to support environmental and public expectations for performance.
N-NITROSODIMETHYLAMINE (NDMA) – A N-nitrosamine suspected cancer-causing agent. It has been found in the
Groundwater Replenishment System process and is eliminated using hydrogen peroxide with extra ultra-violet treatment.
NATIONAL BIOSOLIDS PARTNERSHIP (NBP) – An alliance of the National Association of Clean Water Agencies and Water Environment Federation, with advisory support from the US Environmental Protection Agency. NBP is committed to developing and advancing environmentally sound and sustainable biosolids management practices that go beyond regulatory compliance and promote public participation to enhance the credibility of local agency biosolids programs and improved communications that lead to public acceptance.
PLUME – A visible or measurable concentration of discharge from a stationary source or fixed facility.
PUBLICLY OWNED TREATMENT WORKS (POTW) – A municipal wastewater treatment plant.
SANTA ANA RIVER INTERCEPTOR (SARI) LINE – A regional brine line designed to convey 30 million gallons per day of non-reclaimable wastewater from the upper Santa Ana River basin to the ocean for disposal, after treatment.
SANITARY SEWER – Separate sewer systems specifically for the carrying of domestic and industrial wastewater. Combined sewers carry both wastewater and urban runoff.
SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT (SCAQMD) – Regional regulatory agency that develops plans and regulations designed to achieve public health standards by reducing emissions from business and industry.
SECONDARY TREATMENT – Biological wastewater treatment, particularly the activated sludge process, where bacteria and other microorganisms consume dissolved nutrients in wastewater.
SLUDGE – Untreated solid material created by the treatment of wastewater.
TOTAL SUSPENDED SOLIDS (TSS) – The amount of solids floating and in suspension in wastewater.
TRICKLING FILTER – A biological secondary treatment process in which bacteria and other microorganisms, growing as slime on the surface of rocks or plastic media, consume nutrients in wastewater as it trickles over them.
URBAN RUNOFF – Water from city streets and domestic properties that carry pollutants into the storm drains, rivers, lakes, and oceans.
WASTEWATER – Any water that enters the sanitary sewer.
WATERSHED – A land area from which water drains to a particular water body. The Orange County Sanitation District’s service area is in the Santa Ana River Watershed.