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HomeMy WebLinkAboutMINUTES - 10031995 - C40 .yv TO: BOARD OF SUPERVISORS PD340-9501/A.1.1 FROM: BARTON J. GILBERT, DIRECTOR OF GENERAL SERVICES DATE: October 3, 1995L_ ��-, -��-°_� Contra SUBJECT: APPROVING CONSULTING SERVICES AGREEMENT FOR Costa n LANDSCAPE ARCHITECTURAL SERVICES FOR LAUREL ROAD "�' ,os -- �- �4 PARK AND BALLFIELD IMPROVEMENTS,OAKLEY,FOR OAKLEY County �6'A u s MUNICIPAL ADVISORY COUNCIL(WPE620) SPECIFIC REQUESTS OR RECOMMENDATION(S)$BACKGROUND AND JUSTIFICATION I. RECOMMENDATION A. APPROVE a consulting services agreement with Site Development Consultants, P.O. Box F, Brentwood, for landscape architectural services for Laurel Road Park and Ballfield Improvements, Oakley, for Oakley Municipal Advisory Council. The agreement will be effective August 21, 1995 and will provide for full design and construction observation services,with a payment limit of$42,400.00, which amount shall not be exceeded without prior, written authorization by the Director of General Services. B. AUTHORIZE the Director of General Services to execute the agreement and to issue written authorizations for extra work, provided that the cumulative total extra cost for all such authorizations shall not exceed $25,000.00. II. FINANCIAL IMPACT Sufficient funds are available in the Countywide Landscape District Zone 16 budget to cover the amount encumbered by this agreement. III. REASONS FOR RECOMMENDATIONS/BACKGROUND A. The Parks Subcommittee of the Oakley Municipal Advisory Council intends to.develop a joint-use park and ballfield complex, coordinated with the County Flood Control District's Laurel Detention Basin Project. CONTINUED ON ATTACHMENT: X YES SIGNATURE: RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE APPROVE OTHER SIGNATURE(S): ACTION OF BOARD ON APPROVED AS RECOMMENDED OTHER VOTE OF SUPERVISORS UNANIMOUS(ABSENT 1 AYES: NOES: ABSENT: 'ABSTAIN: I HEREBY CERTIFY THAT THIS IS A TRUE AND CORRECT COPY OF AN ACTION TAKEN MEDIA CONTACT: BARTON J.GILBERT(313-7100) AND ENTERED ON THE MINUTES OF THE BOARD CC: General Services Department OF SUPERVISORS ON THE DATE SHOWN. Architectural Division T Accounting ATTESTED County Administrator PHIL BATCHELOR,CLERK OF E BOARD OF Auditor-Controller SUPERVISORS AND COUNTY ADMINISTRATOR Public Works Dept(Yia A/D) Consultant(Via A/D) BY ,DEPUTY RH:GB:Is 3K01S01B.WPD Page of M382 (10/88) APPROVING CONSULTING SERVICES AGREEMENT PD340-9501/A.1.1 FOR LANDSCAPE ARCHITECTURAL SERVICES FOR October 3, 1995 LAUREL ROAD PARK AND BALLFIELD IMPROVEMENTS OAKLEY, FOR OAKLEY MUNICIPAL ADVISORY COUNCIL (WPE620) B. The Oakley Municipal Advisory Council conducted its own consultant interview and selection process, and selected the firm of Site Development Consultants. The Council has asked the General Services Department to prepare and execute a consulting services agreement with the firm they selected. C. The consultant, Site Development Consultants, will use subconsultants to satisfy the County's MBE/WBE goals for professional services or will show that a good faith effort was made to meet the goals. D. The scope of work has been established and negotiations have been completed and an appropriate agreement is ready to sign. The agreement describes full landscape architectural services, including Predesign, Schematic Design, Design Development, Construction Documents, and Bidding and Construction Observation Phases of service. E. The County must proceed with the agreement for architectural services because it does not have sufficient staff to provide the services. RI-1:GB:ls 3K01501 B.WPD Page 2 of 2 File: PD340-9501(5)/A.1 CONSULTING SERVICES AGREE14ENT 1. Special Conditions. These special conditions are incorporated below by reference. (a) Public Agency: CONTRA COSTA COUNTY (b) Consultant's Name a Address: SITE DEVELOPMENT CONSULTANTS PO BOX F BREN'T'WOOD, CA 94513 (c) Project Name, Number & Location: LAUREL ROAD PARK a BALLFIffi.D IMPROVBNE TS, LAUREL ROAD, OAKLEY, FOR PUBLIC WORKS DEPAFM4ENT (WPE620) (d) Effective Date: AUGUST 21, 1995 (e) Payment Limit: $42,400.00 (f) Completion Date: See Appendix A (g) Liquidated Damages: $ NONE per day (h) Federal Taxpayers I.D. or Social Security No. 94-1603874 2. Signatures. These signatures attest the parties' agreement hereto: PUBLIC AGENCY CONSULT By: Date: By: Director of General Services/Purchasing Agent a gnate o a ac y iffi the business) e of business o s ip government agency, partnership, corpora ion, etc.) If corporation, state of incorporation: By: (Designate official capacity in the business) Note to Consultant: For corporations, the contract must be signed by two officers. The first signature must be that of the chairman of the board, president or vice-president; the second signature must be that of the secretary, assistant secretary, chief financial officer or assistant treasurer. (Civ. Code, Sec. 1190 and Corps. Code, Sec. 313.) The acknowledgment below must be signed by a Notary Public. ------------------------------------------------------------------------------------------------------------------------------------ CERTIFICATE OF ACIMOWLEDGEMENT State of California ) ss. County of Contra Costa ) On the date written below, before me, the undersigned Notary Public, personally appeared the person(s) signing above for Consultant, personally known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. WITNESS my hand and official F( FAL Dated: 9/19/95 a CAROLE A.SILAGI ® NOTARY PUBLIC-CALIFORNIA [Notary's Seal] CONTRA COSTA COUNTY uFoaN`a My Comm.Expires Noi'.14,i__M Notary Public 3. Parties. Effective on the above date, the above-named Public Agency and Consultant mutually agree and promise as follows: 4. Employment. Public Agency hereby employs Consultant, and Consultant accepts such employment, to perform the professional services described herein, upon the terms and in consideration of the payments stated herein. 5. Scope of Service. Scope of service shall be as described in Appendix A, attached hereto and made a part hereof by this reference. 6. Report Disclosure Section. Any document or written report prepared hereunder by Consultant, or a subcontractor, for Public Agency shall contain, in a separate section, the numbers and dollar amounts of this contract and all subcontracts relating to the preparation of such document or written report, provided that the payment limit specified in Section 1(e) exceeds $5,000. When multiple documents or written reports are the subject or products of this agreement, the disclosure section may also contain a statement indicating that the total contract amount represents compensation for multiple documents or written reports. 7. Insurance. Consultant shall, at no cost to Public Agency, obtain and maintain during the term hereof: (a) Workers' Compensation Insurance pursuant to state law, and (b) Comprehensive Liability Insurance, including coverage for owned and non-owned automobiles,. with a minimum combined single limit coverage of $500,000 for all damages due to bodily injury, sickness or disease, or death to any person, and damage to property, including the loss of use thereof, arising out of each accident or occurrence. Consultant shall furnish evidence of such coverage, naming Public Agency, its officers and employees as additional insureds, and requiring 30 days' written notice of policy lapse or cancellation. 8. Payment. Public Agency shall pay Consultant for professional services performed at the rates shown in Appendix B attached hereto, which include all overhead and incidental expenses, for which no additional compensation shall be allowed. Notwithstanding the foregoing, those incidental expenses specifically itemized in Appendix B shall be reimbursable by Public Agency to Consultant, provided that Consultant submits copies of receipts and, if applicable, a detailed mileage log to Public Agency. In no event shall the total amount paid to Consultant exceed the payment limit specified in Sec. 1(e) without prior written approval of Public Agency. Consultant's billing statements shall be submitted at convenient intervals approved by Public Agency and shall list, for each item of services, the employee categories, hours and rates. Payment will be made within thirty (30) days after receipt of each statement. Page 1 of 3 9. Status. The Consultant is an independent contractor, and shall not be considered an employee of Public Agency. 10. Time for Completion. Unless the time is extended in writing by Public Agency, Consultant shall complete all services covered by this Agreement no later than the Completion Date listed above. 11. Record Retention and Auditing. Except for materials and records delivered to Public Agency, Consultant shall retain all materials and records prepared or obtained in the performance of this Agreement, including financial records, for a period of at least five years after Consultant's receipt of the final payment under this Agreement. Upon request by Public Agency, at no additional charge, Consultant shall promptly make such records available to Public Agency, or to authorized representatives of the state and federal governments, at a convenient location within Contra Costa County designated by Public Agency, and without restriction or limitation on their use. 12. Documentation. Consultant shall prepare and deliver to Public Agency at no additional charge the items described in Appendix A to document the performance of this Agreement and shall furnish to Public Agency such information as is necessary to enable Public Agency to monitor the performance of this Agreement. 13. Ownership of Documents. All materials and records of a finished nature, such as final plans, specifications, reports, and maps, prepared or obtained in the performance of this Agreement, shall be delivered to and become the property of Public Agency. All materials of a preliminary nature, such as survey notes, sketches, preliminary plans, computations and other data, prepared or obtained in the performance of this Agreement, shall be made available, upon request, to Public Agency at no additional charge and without restriction or limitation on their use. 14. Extra Work. Any work or services in addition to the work or services described in Appendix A shall be performed by Consultant according to the rates or charges listed in Appendix B. In the event that no rate or charge is listed for a particular type of extra work, Consultant shall be paid for the extra work at a rate to be mutually agreed on prior to commencement of the extra work. In no event shall Consultant be entitled to compensation for extra work unless a written authorization or change order describing the work and payment terms has been executed by Public Agency prior to the commencement of the work. 15. Liquidated Damages. The parties to this Agreement agree that, in the event that the services described in this Agreement are not completed on time, Public Agency will sustain damage and that it will be impracticable and extremely difficult to ascertain the actual damage which Public Agency will sustain. In the event that Consultant fails to complete all of the services described in this Agreement on or before the Completion Date listed in Section 1 above, or within the period of any authorized extension, Consultant shall pay as and for liquidated damages, the sum listed in Section 1 above for each calendar day that completion is delayed. 16. Termination by Public Agency. At its option, Public Agency shall have the right to terminate this Agreement at any time by written notice to Consultant, whether or not Consultant is then in default. Upon such termination, Consultant shall, without delay, deliver to Public Agency all materials and records prepared or obtained in the performance of this Agreement, and shall be paid, without duplication, all amounts due for the services rendered up to the date of termination. 17. Abandonment by Consultant. In the event that Consultant ceases performing service under this Agreement or otherwise abandons the project prior to completing all of the services described in this Agreement, Consultant shall, without delay, deliver to Public Agency all materials and records prepared or obtained in the performance of this Agreement, and shall be paid for the reasonable value of the services performed up to the time of cessation or abandonment, less a deduction for any damages or additional expenses which Public Agency incurs as a result of such cessation or abandonment. 18. Breach. In the event that Consultant fails to perform any of the services described in this Agreement or otherwise breaches this Agreement, Public Agency shall have the right to pursue all remedies provided by law or equity. Any disputes relating to the performance of this Agreement shall not be subject to non-judicial arbitration. Any litigation involving this Agreement or relating to the work shall be brought in Contra Costa County, and Consultant hereby waives the removal provisions of Code of Civil Procedure Section 394. 19. Compliance with Laws. In performing this Agreement, Consultant shall comply with all applicable laws, statutes, ordinances, rules and regulations, whether federal, state or local in origin. 20. Assignment. This Agreement shall not be assignable or transferable in whole or in part by Consultant, whether voluntarily, by operation of law or otherwise; provided, however, that Consultant shall have the right to sub-contract that portion of the services for which Consultant does not have the facilities to perform so long as Consultant notifies Public Agency of such subcontracting prior to execution of this Agreement. Any other purported assignment, transfer or sub-contracting shall be void. 21. Endorsement on Plans. Consultant shall endorse all plans, specifications, estimates, reports and other items described in Appendix A prior to delivering them to Public Agency. 22. Patents and Copyrights. The issuance' of a patent or copyright to Consultant or any other person shall not affect Public Agency's rights to the materials and records prepared or obtained in the performance of this Agreement. Public Agency reserves a license to use such materials and records without restriction or limitation, and Public Agency shall not be required to pay any additional fee or royalty for such materials or records. The license reserved by Public Agency shall continue for a period of fifty years from the date of execution of this Agreement, unless extended by operation of law or otherwise. 23. Indemnification. Consultant shall defend, indemnify, save and hold harmless Public Agency, its governing bodies, officers and employees from any and all claims, costs and liability for any damages, injury or death arising directly or indirectly from or connected with, the services provided hereunder and due to, or claimed or alleged to be due to, negligence or willful misconduct of Consultant, its officers, employees, agents, subconsultants, or any person under its direction or control, save and except claims or litigation arising through the sole negligence or sole willful misconduct of Public Agency, and will make good to and reimburse the indemnitees for any expenditures, including reasonable attorney's fees, the indemnitees may make by reason of such matters and, if requested by any of the indemnitees, will defend any such suits at the sole cost and expense of Consultant. Page 2 of 3 24. Heirs, Successors and Assigns. Except as provided otherwise in Section 20 above, this Agreement shall inure to the benefit of and bind the heirs, successors, executors, personal representatives and assigns of the parties. 25. Endorsements. Consultant shall not in its capacity as a consultant with Contra Costa County publicly endorse or oppose the use of any particular brand name or commercial product without the prior approval of the Board of Supervisors. In its County consultant capacity, Consultant shall not publicly attribute qualities or lack of qualities to a particular brand name or commercial product in the absence of a well-established and widely-accepted scientific basis for such claims or without the prior approval of the Board of Supervisors. In its County consultant capacity, Consultant shall not participate or appear in any commercially-produced advertisements designed to promote a particular brand name or commercial product, even if Consultant is not publicly endorsing a product, as long as the Consultant's presence in the advertisement can reasonably be interpreted as an endorsement of the product by or on behalf of Contra Costa County. Notwithstanding the foregoing, Consultant may express its views on products to other consultants, the Board of Supervisors, County officers, or others who may be authorized by the Board of Supervisors or by law to receive such views. 34001A08.23A PP:bg Attachments Appendix A Appendix B (Form approved by County Counsel 11/91) Page 3 of 3 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants, for Architectural Services SCOPE OF SERVICES TABLE OF CONTENTS Page ARTICLE I General Intent 2 ARTICLE II Description of the Project 2 ARTICLE III Basic Services of Consultant 2 A. General 2 B. Predesign Phase 3 C. Schematic Design Phase 3 D. Design Development Phase 3 E. Construction Documents Phase 4 F. Bidding and Construction Phase 6 G. Copies of Documents 7 H. Time Periods 7 ARTICLE IV Extra Work By The Consultant 8 ARTICLE V Consultant's Fee 8 ARTICLE VI Ownership and Use of Documents 9 ARTICLE VII Duties of Consultant 9 A. Responsibility for Construction Cost 9 B. Subconsultants 9 C. Approvals 10 ARTICLE VIII Duties of Public Agency 10 ARTICLE IX Non Discrimination & MBE/WBE Requirements 11 ARTICLE X Records 11 ARTICLE XI Notices 11 34001008.24A PP:bg Appendix A Page 1 of 11 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants for Architectural Services SCOPE OF SERVICES ARTICLE I. General Intent of Agreement The Public Agency intends to develop baseball fields and park improvements, or to perform other related work as hereinafter more fully described. Professional architectural and/or engineering skills and services not available within the .organization of the Public Agency are essential for the proper and satisfactory execution of this project. For that reason the professional Consultant is hereby retained by the Public Agency. This Agreement forms the basis of the relationship between the Public Agency and the Consultant. ARTICLE II. Description of the Project A. The Project contemplated under this Agreement is Laurel Road Park & Ballfields Improvements, Laurel Road, Oakley, for Public Works Department, Authorization No. WPE620. B. In general, the Project comprises preparing conceptual plans and design and construction documents for the baseball fields and park improvements consistent with defined goals of the community; and assisting the County with budgeting, bidding, and construction observation. C. The Project will be further defined as the Consultant proceeds with services, in written communications from the Public Agency to the Consultant and in the Consultant's design and construction documents approved by the Public Agency. D. Documentation required by the California Environmental Quality Act is being prepared by the Public Agency. If compliance with the Act imposes mitigation measures which increase the scope of work and construction cost, the Public Agency will . adjust the project scope of work to accommodate the mitigation measures. ARTICLE III. Basic Services of Consultant The Consultant shall render the services and furnish the items described as follows: A. GENERAL 1. A partner or directing officer shall be in charge of the project for the Consultant, shall hold current registration as a Landscape Architect in the State of California and, by entering into this Agreement, shall declare that he/she is professionally competent and able to provide the professional services outlined herein by reason of his/her personal knowledge and skill and that of his/her staff of consultants retained and paid by him/her. Wherever, the word "Architect" appears in this Agreement, it shall mean "Landscape Architect." 2. (This Subparagraph adds to Section 19 in the Agreement) The Consultant and its subconsultants shall be fully knowledgeable of and shall perform services in compliance with laws and regulations which are published or available in written form and which are applicable when this Agreement is executed. Work shown in reports, drawings and specifications shall meet requirements of the Ordinance Code of Contra Costa County; the Americans With Disabilities Act; other applicable State and Federal Codes and Regulations; the local fire district and utility companies or districts having jurisdiction. Appendix A Page 2 of 11 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants for Architectural Services 3. At all reasonable times throughout the various stages of the project the Consultant agrees to attend meetings and conferences as the Public Agency deems necessary for the performance of Consultant's services under this Agreement. After completion of the Predesign Phase, services shall include a maximum total of six meetings with Public Agency staff and a maximum of fourpublic meetings. 4. Consultant shall perform such duties as may be necessary and which are usually performed as basic services by an Architect or Engineer and which are necessary for the successful completion of the project, even though not specifically called for herein. 5. The Project shall be designed to (1) provide a park with the lowest reasonable construction costs and (2) minimize the maintenance and operational costs of the park, each consistent with the Public Agency requirements set forth in Article II B above, and in written communications from the Public Agency. B. PREDESIGN PHASE 1. The Consultant shall assist with one special public hearing to gather information regarding the communities ideas, concerns, and goals for the proposed park. 2. The Consultant shall prepare one or more conceptual plans and present them to the community at a special public hearing for review and comment. The Public Agency shall direct the Consultant which concept, or combination of elements to be integrated into the refined Schematic Plan. C. SCHEMATIC DESIGN PHASE The Consultant shall prepare a Schematic Plan including the appropriate elements and features as directed by the Public Agency, prepare a preliminary order-of- magnitude construction cost estimate of the refined schematic plan, and present the plan and cost estimate at a special public meeting for discussion, comment, and approval (or approval with modifications) in order to initiate the design development phase. D. DESIGN DEVELOPMENT PHASE The Consultant will work with the Public Agency in preparing a refined grading and utility plan for the project site. Design Development Phase Documents shall be prepared by the Consultant and shall be based on the approved Predesign and Schematic Design Phase Documents and Project Description set forth above, and any adjustments or changes authorized by the Public Agency. The Design Development Documents shall be submitted to the Public Agency for approval and shall include the following: 1. A summary of the Public Agency's basic requirements, including maintenance, and other operational cost factors, which are different from or in addition to those set forth in the Documents approved on conclusion of prior phases of service. 2. A lab analysis of soils and water to determine soil amendment and fertilizer requirements and water quality. 3. A lab analysis of soils to determine structural requirements for restroom facilities and parking/paving features unless a soils structural report is available from the Public Agency. Appendix A Page 3 of 11 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants for Architectural Services 4. For structures: (a) Floor plans, with room sizes dimensioned or noted. The floor plans shall show furnishings and equipment in each room. The purpose of the room layouts is to show that the room sizes and configurations are appropriate for their. intended uses. Also, the plans shall show power and telephone outlet locations. The purpose of showing outlet locations is to demonstrate that initial and future room layouts will have adequate outlets and to provide a basis for estimating costs for the electrical and telephone systems. (b) Calculations and outline specifications which clearly describe engineering and architectural character and materials. (c) Presentation of the structural system, if any, and all its essential features. (d) Presentation of the electrical and mechanical systems, refined to fix and describe their characteristics .and the quality and control of environment they will provide. (e) Building interior elevations and sections, including material designations. (f) Room finish schedules. (g) A description of the energy conservation systems and strategies recommended and incorporated in the Design Development Documents. If the systems differ from those described in the Schematic Design Documents, explain why. (h) Interior design elements including selection of room finishes and colors; finishes and colors for casework and/or millwork; specific items of equipment and furnishings; and basic directional and code-required signage. 5. A further statement of probable construction cost for review and approval by the Public Agency. 6. Recommended construction staging areas and phasing. E. CONSTRUCTION DOCUMENTS PHASE The Construction Documents Phase Documents shall be prepared by the Consultant and shall be based on approved Design Development Documents described above, and adjustments or changes authorized by the Public Agency. The Construction Documents shall include working drawings and specifications suitable for open, competitive bidding and for construction, with scope and details of the architectural, mechanical, electrical, structural, and general engineering work to be performed by the Construction Contractor. 1. All construction contract documents shall be prepared by the Consultant except General Conditions, Bid Forms, Instructions to Bidders and other standard County items which will be provided by the Public Agency to the Consultant for approval and modification as necessary for consistency with the terms of this Agreement and for inclusion with the Specification Book. 2. The Consultant may include provisions to receive alternate bids in the bid documents. The alternates shall be additive to the base bid and shall be approved by the Public Agency. Appendix A Page 4 of 11 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants for Architectural Services 3. The construction documents shall include: a. Rough grading, soil preparation and fine grading b. On-site drainage c. On-site utilities d. Walks and paths e. Fencing and entrances f. Play area with play structures g. Ballfields & backstops h. Benches and picnic areas (group and individual) i. Trash enclosure and litter receptacles j. Drinking fountain(s) k. Restroom 1. Storage & service facility m. On-site parking facilities n. Security lighting o. Irrigation system w/irrigation well p. Landscape planting q. Signage 4. Working drawings shall be prepared on 3 mil polyester drafting film with ink or lead formulated for smudge free drawing and long wear. If reprographics are used, techniques shall be photographic, not diazo. Each door shown shall have a separate, unique number; each room shall have a name and a separate, unique number, and shall be listed separately on the room finish schedule. Door hardware functions and keying shall be scheduled or specified. Drawing size shall not exceed 30x42 in. unless otherwise approved by the County. Details shall be shown on the working drawings and shall not be on 81,x11 in. drawings bound separate from the working drawings. 5. The Consultant shall submit structural, mechanical and electrical engineering calculations to the Public Agency, which will retain such calculations for record purposes, but shall not be responsible for checking or for adequacy, fitness or correctness of calculations. 6. The Consultant shall, as necessary, furnish or cause to be furnished to the Public Agency, adequate description of heating, ventilating, or other machinery or motors, etc. to be installed denoting among other things the configuration, location of fastenings, as well as access and requirements for inspecting and servicing. 7. The Consultant shall include in the specifications a requirement for construction Contractor to maintain a set of current detailed field record drawings and other documents, in form satisfactory to the Public Agency indicating significant deviations from the construction contract documents, shop drawings or installation drawings, and exact locations of work, including underground utilities. Where deviations are accomplished by change order or field order, the field record drawings shall be annotated to indicate the change orders or field orders by date and number. 8. Consultant shall provide room finish and color schedules, and specifications for items listed under Article III, Paragraph D, Sub-Paragraph 4(h) above. 9. A final construction cost estimate covering the base bid and additive alternates will be prepared. 10. Final construction documents will be submitted for review and approval. 11. The Bidding process shall not begin until after the Governing Board of the Public Agency has approved the Construction Documents and has authorized solicitation of bids. Appendix A Page 5 of 11 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants for Architectural Services F. BIDDING AND CONSTRUCTION PHASE 1. Bidding Procedure shall be administered by the Public Agency with assistance from the Consultant. Public Agency will handle arrangements and distribution of the bid and construction documents to prospective bidders, building exchanges and Contractor associations. The Consultant shall do the following: a. Prepare and furnish draft addenda to the contract documents, for typing and distribution by Public Agency. b. Answer questions and provide clarification concerning the contract documents. C. If requested, assist the Public Agency in reviewing the submitted bids and advise the Public Agency concerning acceptance or rejection of bids. 2. During the construction phase, after the Public Agency executes a construction contract for the project, the Consultant's duties shall include, but not be limited to, the following: - a. Advise as to the true intent of the contract documents and notify the Contractors of such intent in writing with Supplemental Instructions, Field Reports, sketches, reports, or other memoranda in such form as approved by the County Architectural Division. However, the Consultant shall not commit the Public Agency to extra expense or otherwise modify the construction contract without first obtaining written approval from the Public Agency. b. Approve Contractor's payment requests. C. Review contractor submittals and shop drawings. Such checking shall be performed by or supervised by individuals responsible for making periodic observations of the work. d. Prepare contract change orders as required to correct discrepancies in the construction documents prepared by the Consultant or as required to correct erroneous information issued by the Consultant. e. Make periodic observations of the work as required by California Building Code, and attend job meetings with his consultants, the Contractor and Public Agency representatives in attendance as may be required. Said observations and job meetings shall be scheduled to coincide whenever possible and shall occur with such frequency as necessary to avoid causing delay in the project. The Consultant shall report observed material deviations from the construction contract documents. Consultant shall render decisions and interpretations pertaining to design or to the construction documents promptly and as necessary for the progress of the construction work. f. Prepare drawings and provide technical direction as needed to clarify intent of construction documents prepared by Consultant. g. Endeavor to secure compliance by the Contractor with the contract documents, making reasonable effort to see that the Contractor avoids errors and omissions. The Consultant, however, shall not be responsible for the performance of Contractors nor for construction means, methods or sequences. h. Receive and review for general compliance with the Construction Documents all Contractor guarantees, operating instructions, equipment lists, equipment manuals, etc. and deliver them to Public Agency on completion of the work. Appendix A Page 6 of 11 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants for Architectural Services i. Review field record drawings prepared by the Contractor, or Contractors, and report to the Public Agency any observed errors or omissions in the Field Record Drawings as maintained by the Contractor. However, the Consultant is not responsible for the accuracy or completeness of record drawings prepared by the Contractor or Contractors. On completion of the construction work, the Consultant shall obtain from the Contractor or Contractors, all field record drawings, shall review the field drawings for consistency with Field Reports, Supplemental Instructions, Clarifications, Change Orders, and other written documentation of changes and for legibility of the field record information shown on the drawings, shall report any observed discrepancies to Public Agency, and shall prepare and deliver as-built drawings from Contractor supplied measurements to the Public Agency. j. Specifically omitted from this Agreement are all design and construction review services related to the Contractor's safety precautions or to means, methods, techniques, sequences or procedures required for the Contractor to perform his work but not relating to the final or completed structure; omitted services include but are not limited to site barricades, shoring, scaffolding, underpinning, temporary retainment of excavations and any erection methods or bracing, except when such items are designed by the Consultant. G. COPIES OF DOCUMENTS The following documents shall be furnished to the Public Agency.: 1. One set of reproducible copies of drawings and one copy of any outline specifications of the Design Development Phase for review purposes. 2. One copy of Consultant's statements of probable initial construction contract cost. 3. One set of reproducible copies of construction drawings and one copy of the Specifications for final review purposes. 4. Original tracings and master specifications, upon final approval of the above-mentioned construction drawings and specifications, in accordance with Section 13 in the Agreement. 5. The Public Agency reserves the right to request additional copies of plans and specifications as may be required, and only their direct printing costs will be at additional Public Agency expense. H. TIME PERIODS (This Paragraph adds to Sections 1(f) and 10 in the Agreement) Predesign Phase of the work shall start as soon as this Agreement is executed. It is agreed that it is impractical to set up a time schedule for Schematic Design Phase and the Design Development Phase because during these phases there is an inter-related exchange of information between the Public Agency's various departments and the Consultant. After the Design Development Phase of the work has been approved by the Public Agency, the Consultant shall proceed with all due diligence to complete the Construction Documents Phase. The working Drawings and Specifications shall be ready for printing within 45 calendar days after the Design Development Documents are approved and after the date authorization is given to the Consultant to proceed with the Construction Documents Phase, subject to delays beyond the control of the Consultant or its Subconsultants. Work on each item of service as specified in this Article shall proceed by steps as provided by this Agreement upon 'approval by the County Administrator or the governing Board of the Public Agency as specified, and until such approval, subconsultant shall not proceed with any subsequent item of service. Appendix A Page 7 of 11 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants for Architectural Services ARTICLE IV. Extra Work by the Consultant ' (This Article adds to Section 14 in the Agreement) The following services shall not be considered basic services unless so designated in Article III, and insofar as they cause the Consultant extra expense and if authorized in writing by the Public Agency in advance, shall be paid for by the Public Agency as provided in Agreement Section 14. A. Revisions or changes in plans or in instructions previously given which are requested by the Public Agency after approval of the Design Development Phase documents, as provided in Article V. Note, however, that changes which are due to Consultant's errors or omissions shall not be extra services. B. Preparation of change orders. Exception: Public Agency shall not pay for preparation of change orders issued to correct errors or omissions by the Consultant, regardless of whether the correction is beneficial or non-beneficial to the project. C. Assisting the Public Agency in arranging for the work to proceed should the Contractor default due to delinquency or insolvency. D. Providing prolonged contract administration and observation of construction when the initial construction contract time is exceeded by more than 90 days due to no fault of the Consultant. If separate, phased contracts are used, the period for extra services shall begin 90 days after the original time for completion of the construction contract with the latest initial completion date. In the event that the construction contract time is extended as a result of suspension of the construction activities due to labor strikes, court orders, natural disasters, Contractor default, or any other cause beyond the control of the Public Agency or Consultant, the time period of such suspension shall not be considered construction time for the purpose of determining the period for Extra Services. The original times for completion specified in construction contracts shall be determined by the Public Agency and approved by Consultant. E. Providing services during suspension of construction when requested by Public Agency. F. Assisting the Public Agency in obtaining the Contractor's compliance with the guarantees and warranties for a period of one year following the filing of the Notice of Completion. G. Providing presentation models requested in writing by the Public Agency. Notice, however, that working or study models constructed by the Consultant for his own use or by his own choice to communicate design and construction concepts to the Public Agency shall not be extra services. H. Preparing final record drawings from the Field Record Drawings specified under Article III. Final record drawings are the original tracings revised to reflect the changes accomplished during construction and changes shown or noted on the Field Record Drawings. ARTICLE V. Consultant's Fee (This Article adds to Section 8 in the Agreement) . A. The Public Agency agrees to pay the Consultant for full performance of the basic architectural services described herein on an hourly basis with a Payment Limit, in accordance with Sections 1(e) and 8 in the Agreement. Appendix A Page 8 of 11 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa Countv and Site Development Consultants for Architectural Services B. Errors and omissions in documents prepared by the Consultant shall be corrected by the Consultant without cost to the Public Agency. Architectural and engineering services required to make changes in construction resulting from errors and omissions in construction documents which are prepared by the Consultant shall be performed by the Consultant without cost to the Public Agency. C. The Consultant's fee specified in subheading A above, except as otherwise expressly provided in this Agreement, shall constitute full compensation to the Consultant for the basic services under this Agreement. ARTICLE VI. Ownership and Use of Documents (This Article adds to Sections 13, 16, and 17 in the Agreement) A. Drawings and Specifications and any and all other documents and instruments prepared by the Consultant, shall, upon receipt and approval by the Public Agency, become and remain the property of the Public Agency whether the Project for which they are made is executed or not. B. In the event this Agreement is terminated for any reason whatever, before completion, all the original drawings, tracings and specifications and other pertinent documents shall be turned over to the Public Agency and shall become the property of the Public Agency, in accordance with Agreement Sections 16 and 17. Liability for damages caused by subsequent unapproved changes or use of plans, specifications, reports or documents shall be as specified in Section 5536.25(a) of the State Architectural Practice Act, i.e. : "A licensed architect who signs plans, specifications, reports, or documents shall not be responsible for damage caused by subsequent changes to or uses of those plans, specifications, reports, or documents, where the subsequent changes or uses, including changes or uses made by state or local governmental agencies, are not authorized or approved by the licensed architect who originally signed the plans, specifications, reports, or documents, provided that the architectural service rendered by the architect who signed the plans, specifications, reports, or documents was not also a proximate cause of the damage." ARTICLE VII. Duties of Consultant A. RESPONSIBILITY FOR CONSTRUCTION COST Cost considerations shall not justify breaching principles of sound architectural and engineering design. If the cost of the work is increased beyond the latest approved estimate by any changes involving quality or quantity, the Consultant shall give written notice in a timely manner to the Public Agency, whether such increase is initiated by the Public Agency or the Consultant. B. SUBCONSULTANTS (This Paragraph adds to Section 20 in the Agreement) Consultant shall employ structural, geotechnical, mechanical and electrical engineers; cost estimators; agricultural soils and water quality specialists and other specialists as required by law or as necessary in the opinion of the Consultant to prepare any item of service listed in Article III. Said consultants shall be licensed by the State of California to perform their special services, when such licensing is required by law. All completed drawings prepared by subconsultants and included in the Contract Documents shall bear the signature of the appropriate subconsultant. Appendix A Page 9 of 11 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants for Architectural Services 1. Each subconsultant being considered shall receive a copy of the Agreement and shall acknowledge to the prime consultant in writing, with copy to the Public Agency, that he has read and understands the Agreement and furthermore, that he agrees to assist the prime consultant with all the services and duties mentioned herein as they apply to the specialties for which he is retained as a subconsultant. 2. All subconsultants retained by the Consultant shall be approved in writing by the Public Agency prior to the execution of any Agreement with a subconsultant. However, Public Agency's approval shall not create any contractual relation between Public Agency and the subconsultants employed by Consultant. 3. The Consultant shall enter into a written agreement with each such subconsultant or subcontractor and shall include in the agreement provisions requiring the subconsultant or subcontractor to indemnify, save and hold harmless the Public Agency, its boards, officers and employees to the same extent as the prime Consultant is required to do so. C. APPROVALS The Consultant agrees that approval of plans and specifications by the Public Agency shall not relieve the Consultant of the responsibility to prepare the plans and specifications in a skillful and careful manner, in accordance with the competence and care ordinarily exercised in like cases by reputable members of the Consultant's profession practicing in the same locality or similar localities. ARTICLE VIII. Duties of Public Agency A. The overall administration of the project will be accomplished by the Public Agency. B. The following will be accomplished by the Public Agency. 1. Obtain and deliver to the Consultant all necessary site information, e.g. , topographic surveys and related information, containing information required by the Consultant to perform its services, as ordered by the Consultant in writing prior to completion of Design Development Documents. While the Consultant has the right to rely on the accuracy and completeness of such topographic information, the Public Agency shall not guarantee the accuracy and completeness of any information it provides on existing buildings or site improvements. If the Public Agency provides any drawings or information in any other form on such existing facilities, it will be to give the Consultant benefit of the same information available to the Public Agency: the Consultant shall verify existing conditions at the site which are visible and accessible without demolition of existing finishes or other components of facilities. 2. Review all sketches, drawings, specifications, proposals, contracts and other documents presented to it by the consultant and act promptly thereon, notifying the Consultant of any and all decisions thereon. 3. Act promptly in all matters requiring its attention so as not to unreasonably delay the work of the Consultant in the design and construction of the project. 4. Provide all necessary construction testing services. 5. Pay all fees required by any division or department of the State of California, or other authorities having jurisdiction, for filing and checking of any item of service prepared by Consultant. Appendix A Page 10 of 11 APPENDIX A to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants for Architectural Services 6. Prepare documents required to meet requirements of California Environmental Quality Act (CEQA) : 7. Provide information regarding requirements for the Project, including design objectives, constraints and criteria, space requirements and relationships, flexibility and expandability, special equipment and systems and site requirements. 8. Designate a project manager to serve as a single point of communication between the Public Agency and the Consultant. 9. Provide any inspection required by the Ordinance Code. ARTICLE IX. Non Discrimination and MBB/WBE Requirements Consultant shall not discriminate against any employee who is employed in the Project work or against any applicant for such employment because of ethnic group identification, religion, age, sex, color, national origin, or physical or mental disability. ARTICLE X. Records (This Article adds to Section 11 in the Agreement) A. The Consultant shall establish an official file. for this Project. The file shall contain adequate documentation of all actions taken by the Consultant with respect to the Project. B. Consultant shall maintain books, records, documents and other evidence pertinent .to the Consultant's services on the Project in accordance with generally accepted accounting, engineering and architectural principles and practices, and retain such matter as specified in Section 11 of the Agreement. C. Consultant shall make such books, records, documents, and other evidence available to the Public Agency, or any authorized representative, as specified in Section 11 of the: Agreement, and shall provide suitable facilities for access, inspection and copying thereof. ARTICLE XI. Notices Any notice that either party hereto desires or is required to give to the other, shall be in writing and shall be effected by personal delivery or by mail. In either event, notice to the Public Agency shall be at the Contra Costa County Architectural Division Office, 1220 Morello Avenue, Suite 100, Martinez, California 94553-4711. 34001O08.24A PP:bg Appendix A Page 11 of 11 Appendix B to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants, for Architectural Services. PAYMENT A. Payment for services shall not exceed the following rates: Principal . . . . . . . . . . . . . . . . $65.00 per hour Designer/Draftpersons . . . . . . . . . $45.00 per hour Clerical. . . . . . . . . . . . . . . $35.00 per hour All others . . . . . . . . . . . . . . 2.5 time D.P.E. In no case shall the 2.5 times A.P.E. exceed 'the Principal's hourly rate. D.P.E. is defined as direct salaries of personnel engaged on the project and the portion of the cost of their mandatory and customary benefits related to such direct salaries. Examples of mandatory and customary benefits are mandatory employer's payroll taxes (as employer's share of Social Security contributions, unemployment taxes, Workers' Compensation insurance) , and customary employer's contributions to insurance and pension programs, as well as paid time off for vacations, holidays and sick leave. B. Payment to the Consultant for subconsultants authorized by the Public Agency shall be an : amount equal to Consultant's direct costs, without handling mark ups. subconsultants' invoices shall be submitted as part of Consultant's bill for services. C. Payments for the Extra Work specified in Section 14 of the Agreement shall be computed separately and such payments shall not exceed any limits specified in the Public Agency's written order or authorization to provide such Extra Work. D. Actual expenditures by the Consultant and its employees and subconsultants, for the items listed in the subparagraphs below, shall be reimbursable when made in the interest of the project and either authorized in writing by the Public Agency or authorized under Paragraph F. 1. Expense of long idistance communications to locations outside the Bay Region Counties,) ordered or approved in advance by the Public Agency. The Bay Region counties are Contra Costa, San Francisco, Sacramento, Napa, Sonoma, Alameda, Solano, San Mateo, San Joaquin, Santa Clara and , Marin. 2. Fees paid to authorities having jurisdiction over the Project for securing their approval. 3. Expense of reproductions and postage for Drawings, Schedules, Specifications and other documents related to the Project. 4. Expense of data processing and photographic reproduction techniques related to the Project. 5. Expense of renderings, models and mock-ups requested by the Public Agency. 6. Expense of travel outside the Bay Region Counties ordered or approved in advance in writing by the Public Agency. Such expenses shall be paid as follows: a) Travel Time: At the hourly rates specified under Paragraph A above, not to exceed eight hours per day per person. APPENDIX B Page 1 of 2 Appendix B to Consulting Services Agreement dated August 21, 1995 between Contra Costa County and Site Development Consultants, for Architectural Services. b) Other reasonable travel and subsistence expenses: Actual out-of- pocket costs-, documented with receipts. E. All other expenses, i.e. those not listed under Paragraph D above, shall not be reimbursable and shall be considered covered by the hourly rates set forth in Paragraph A. 1. When any of the, items listed in Paragraph D above are specified in Appendix A but are not identified as reimbursable with a reimbursement limit or allowance, or when any of the items are provided for the Consultant's own use and not at the request of the Public Agency, expenses therefor shall not be reimbursable and shall be considered covered by the hourly rates specified in Paragraph A above. 2. The Public Agency shall not pay for the Consultant's and .the Consultant's subconsultants' time and expenses for transportation between the Consultant's and its subconsultants' various offices and Contra Costa County. Cost to Consultant and its subconsultants for such transportation shall be considered included in the hourly rates specified above. F. There are no reimbursable expenses specified in this Agreement. G. Payments shall be in accordance with Section 8 in the Agreement and shall be made monthly on presentation of the Consultant's statement of services rendered or reimbursable expenses incurred, on the basis of the rates set forth in Paragraph A above, except such payments shall not exceed the following limits. The total of the monthly payments, on completion and approval of each phase of service, shall not exceed the percentage of Payment Limit (excluding reimbursables and Extra Work, which shall be paid as invoiced in accordance with this Appendix B) indicated below. The monthly statements shall include a breakdown of expenses and hours by classification and rate. Percentage of Milestone Description Payment Limit 1 Completion of Predesign and Design Development Phases 35 2 50% completion of Construction 55 Documents Phase* 3 Completion of Construction Documents, 75 all stages. 4 Board of Supervisors acceptance of 100 Construction and completion *50% completion of Construction Documents phase shall be as determined by Public Agency, based on a status evaluation of each drawing sheet and each specification section. - END OF APPENDIX B - 34001008.24B PP:bg APPENDIX B Page 2 of 2 QUESTIONNAIRE FOR DETERMINING PAYMENT METHOD FOR CONTRACTORS All new or renewal independent contractor agreements that do not meet IRS criteria for independent contract status must be paid through the payroll system so that withholding taxes and •Social Security can be deducted (note: this does not apply in the case of; contracts with corporations, temporary help agencies, partnerships or established businesses with Taxpayer Identification Number) . For completion by Department Personnel for ALL contracts: Is this contractor a corporation or partnership? YES NO D Does the contract have a taxpayer identification number? YES NO If yes, I.D. # If above are "yes", please sign, have contractor sign below and have an authorized department signature review and sign, and submit with contract. If above are "no," please complete following questions, sign, have contractor sign, and submit for review and approval to an authorized signature. YES NO a. Do I, as the employer, have the right to control not only the result of the work, but also the way in which it is done? b. Am I setting the independent contractor's hours? ( } C. Is the independent; contractor restricted from taking jobs from other businesses at the same time they are working for me? ( ) (✓� d. Do I or other departments have employees with similar duties as the independent contractor? ( ) e. Does the County supply assistants to the contractor? ( ) f. Is the duration of employment for a specific period of time rather than a specific job? g. Does the County furnish training, tools, or equipment to the contractor?" ( ) A "yes" answer to any of the questions "a" through "g" will constitute justification for paying the contractor through the payroll system. CONTRACTOR CERTIFICATION: PREPARED BY: I certify that the answers to the above questions accurately reflect 6.7 1�c.c:� , the anticipated workin relationship. REVIEWED AND APPROVED BY: W�/Ox/l 41� � r ATURE 5/TE vE 1/C'Gpy/yictiT Cc?tiA%7 QUESTION.FRM 8-9-93 is