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HomeMy WebLinkAboutD- VI Petra Geotechnical Inc. 10-04-04CITY OF AZUSA PROFESSIONAL SERVICES AGREEMENT 1. PARTIES AND DATE. This Agreement is made and entered into this 4"' day of October, 2004 by and between the City of Azusa, a municipal organization organized under the laws of the State of California with its principal place of business at 213 East Foothill Boulevard, Azusa, California 91702-1295 ("City") and Petra Geotechnical, Inc., a California Corporation, with its principal place of business at 3185-A Airway Avenue, Costa Mesa, CA. 92626(" Consultant"). City and Consultant are sometimes individually referred to as "Party" and collectively as "Parties". 2. RECITALS. 2.1 Consultant. Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing Geological and Geotechnical Review services to public clients, is licensed in the State of California, and is familiar with the plans of City. 2.2 Project. City desires to engage Consultant to render such services for the Monrovia Nursery Specific Plan and Project ("Project") as set forth in this Agreement. 3. TERMS. 3.1 Scope of Services and Term. 3. 1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional Geological and Geotechnical Review consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws; rules and regulations. 3.1.2 Term. The term of this Agreement shall be from October 4, 2004 to October 4, 2006, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines. RVPUB\NGS\544364 deadlines. 3.2 Responsibilities of Consultant. 3.2.1 Control and Payineiit of Subordinates; independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City. 3.2.4 Substitutioii of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Mr. Robert Ruff, Sr.Vice President, and Mr. David C. Seymour, Project Manager. 3.2.5 City's Representative. The City hereby designates Robert Person, Assistant City Manager, or his or her designee, to act as its representative for the performance of RV PUB\NGS\5443 64 2 this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for all purposes under this Contract. Consultant shall not accept direction or orders from any person other than the City's Representative or his or her designee. 3.2.6 Consultant's Representative. Consultant hereby designates Mr. Robert Ruff, Sr. Vice President, or his or her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times. 3.2.8 Standard of Care, Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions, which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub -consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project. 3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in comlection with Services. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to the City, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising RVPUB\NGS\544364 3 out of any failure or alleged failure to comply with such laws, rules or regulations. 3.2. 10 Insurance. 3.2.10.1 Time for Compliance. Consultant shall not commence Work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has provided evidence satisfactory to the City that the subcontractor has secured all insurance required under this section. 3.2.10.2 Minimum Requirements. Consultant shall, at its expense, procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Agreement by the Consultant, its agents, representatives, employees or subcontractors. Consultant shall also require all of its subcontractors to procure and maintain the same insurance. for the duration of the Agreement. Such insurance shall meet at least the following minimum levels of coverage: (A) Minimum Scope of Insurance. Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability: Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto); and (3) Workers' Compensation and Employer's Liability: Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. (B) Minimum Limits of Insurance. Consultant shall maintain limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with general aggregate limit is used, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit; (2) Automobile Liability: $1,000,000 per accident for bodily injury and property damage; and (3) Workers' Compensation and Employer's Liability: Workers' Compensation limits as required by the Labor Code of the State of California. Employer's Liability limits of $1,000,000 per accident for bodily injury or disease. 3.2.10.3 Professional Liability. Consultant shall procure and maintain, and require its sub -consultants to procure and maintain, for a period of five (5) years following completion of the Project, errors and omissions liability insurance appropriate to their profession. Such insurance shall be in an amount not less than,$1,000,000 per claim, and shall be endorsed to include contractual liability. 3.2.10.4 hisurance Endorsements. The insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms supplied or approved by the City to add the following provisions to the insurance policies: R V PUB\NGS\544364 4 (A) General Liability. The general liability policy shall be endorsed to state that: (1) the City, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insured with respect to the Work or operations performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work; and (2) the insurance coverage shall be primary insurance as respects the City, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage. Any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant's insurance and shall not be called upon to contribute with it in any way. (B) Automobile Liabili# . The automobile liability policy shall be endorsed to state that: (1) the City, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insureds with respect to the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Consultant or for which the Consultant is responsible; and (2) the insurance coverage shall be primary insurance as respects the City, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant=s scheduled underlying coverage. Any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant=s insurance and shall not be called upon to contribute with it in any way. (C) Workers' Compensation and Employers Liability Coverage. The insurer shall agree to waive all rights of subrogation against the City, its directors, officials, officers, employees, agents and volunteers for losses paid under the terms of the insurance policy, which arise from work performed by the Consultant. (D) All Coverages. Each insurance policy required by this Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced or canceled except after thirty (30�"days prior wr"itten nftitice by c6ftified mail; return receipt - - requested, has been given to the City; and (B) any failure to comply with reporting or other provisions of the policies, including breaches of warranties, shall not affect coverage provided to the City, its directors, officials, officers, employees, agents and volunteers. 3.2.10.5 Separation of Insureds,• No Special Limitations. All insurance required by this Section shall contain standard separation of insureds provisions. In addition, such insurance shall not contain any special limitations on the scope of protection afforded to the City, its directors, officials, officers, employees, agents and volunteers. 3.2.10.6 Deductibles and Self -Insurance Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. Consultant shall guarantee that, at the option of the City, either: (1) the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its directors, officials, officers, RVPUB\NGS\544364 5 employees, agents and volunteers; or (2) the Consultant shall procure a bond guaranteeing payment of losses and related investigation costs, claims and administrative and defense expenses. 3.2.10.7 Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating no less than ANIII, licensed to do business in California, and satisfactory to the City. 3.2.10.8 Verification of Coverage. Consultant shall furnish City with original certificates of insurance and endorsements effecting coverage required by this Agreement on forms satisfactory to the City. The certificates and endorsements for each insurance policy, shall be signed by a person authorized by that insurer to bind coverage on its behalf, and shall be on forms provided by the City if requested. All certificates and endorsements must be received and approved by the City before work commences. The City reserves the right to require complete, certified copies of all required insurance policies, at any time. 3.2.11 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and life saving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures. 3:3 Fees And Payments. - 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed Twenty thousand dollars ($20,000) without written approval of the City's City Manager. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement. 3.3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed and hours of Services rendered by Consultant. The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review RVPUB\NGS\544364 6 the statement and pay all approved charges thereon. 3.3.3 Reimburseimeiit for Expe»ses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City. 3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work, which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from City's Representative. 3.4 Accounting Records. 3.4.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.5 General Provisions. 3.5.1 Termination of Agreement. 3.5.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such tennination. Upon termination, Consultant shall be compensated only for those services, which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. 3.5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request. 3.5.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may detennine appropriate, services similar to those terminated. RVPUB\NGS\544364 7 3.5.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: Consultant: City: Petra Geotechnical, Inc. 3185-A Airway Ave. Costa Mesa, Ca.92626 Attn: Dr. Siamak Jafroudi, President City of Azusa 213 East Foothill Blvd. Azusa, CA 91702-1295 Attn: Julie A. Gutierrez, City Manager Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 3.5.3 Ownership of Materials and Confidentiality_. 3.5.3.1 Documents & Data: Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data, which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 3.5.3.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents and Data either created by or provided to Consultant in RV PUB\NG S\544364 8 connection with the performance of this Agreement shall be held confidential by Consultant. Such.materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant, which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production.or other similar medium without the prior written consent of City. 3.5.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents- as may be necessary, appropriate or convenient to attain the purposes of this Agreement. 3.5.5 Attorney's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all other costs of such action. 3.5.6 Indemnification. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions or willful misconduct of Consultant, its officials, officers, employees, agents, consultants and contractors arising out of or in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all consequential damages and attorneys fees and other related costs and expenses. Consultant shall defend, at Consultant's own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, its directors, officials, officers, employees, agents or volunteers. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against City or its directors, officials, officers, employees, agents or volunteers, in any such suit, action or other legal proceeding. Consultant shall reimburse City and its directors, officials, officers, employees, agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its directors, officials officers, employees, agents or volunteers. 3.5.7 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified in writing signed by both parties. 3.5.8 Governing Law. This Agreement shall be governed by the laws of the R V PUB\NGS\5443 64 9 State of California. Venue shall be in Los Angeles County. 3.5.9 Time of Essence. Time is of the essence for each and every provision of this Agreement. 3.5. 10 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project. 3.5.11 Successorsand Assigns. This Agreement shall be binding on the successors and assigns of the parties. 3.5.12 Assignment or Transfer. Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. 3.5.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all persomiel, employees, agents, and subcontractors of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.5.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.5.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise. 3.5.16 No Third PgLly Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties. 3.5.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.5.18 Prohibited Interests. Consultant maintains and warrants that it has not RV PUB\NGS\544364 10 employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.5.19 Egual Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.5.20 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code, which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5.21 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.5.22 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original. 3.6 Subcontracting. 3.6.1 Prior Approval Required. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. RV PUB\NGS\544364 11 CITY OF AZUSA PETRA GEOTECHNICAL, INC. By: By: Julif A. Gutierrez Dr. Siamak Jafro i City Manager President Attest., City Clerk Approved as to Form: a� g ev,; Best Best & Krieger LLP City Attorney RVPUB\NGS\544364 12 EXHIBIT "A" SCOPE OF SERVICES RVPUB\NG S\544364 A-1 Scope of Services Project Approach Petra has extensive experience with regulatory agency projects, including projects for the cities of Mission Viejo, San Juan Capistrano, Buena Park, and Montclair. We have been contracted by numerous public and private agencies including school districts, universities and colleges, cities, counties, transportation agencies, large commercial and residential developers, as well as private sector clients. Services performed by Petra for regulatory agencies that are in charge of safeguarding the community's interest for public and private projects can be divided into two categories; geotechnical and geological third party review and oversight activities, and geotechnical design activities. Petra's involvement in the review and oversight role is to provide technical augmentation to agency staff by providing comments, guidance, review and/or study of technical facets of the project, as to developers and/or consultant submittals. Our geotechnical design activities typically include performing geotechnical investigations and construction observation and testing for capital improvement projects (CIF's). Should this need arise for the Monrovia Nursery project, a separate scope of work can be provided upon request. Based on more than a decade of experience as the third party reviewer and oversight consultant for various cities, Petra has developed and utilizes a very practical procedure for an effective interaction between the agency, the developer and its consultants, and us. The following presents our approach to the Monrovia Nursery project for the technical management of this project. Preparation of a Protocol for Interaction tivith the City - Upon notification to proceed from the City, our Project Manager will contact appropriate City personnel to develop a permanent line of communication for all future projects and various tasks. Once the line of communication is established, our Project Manager will develop and submit a procedure for technical communication between Petra and the Developer and its consultant for receiving reports and transmittals and exchange of comments, guidance and review letters. This procedure will also include such items as the line of responsibility for various tasks and personnel, time lines for submittal and response, fixed behind -the -counter and/or field consultation time (if deemed necessary), regulatory requirements, field verification procedures (on-site and right-of-way), estimated fee for various tasks, and the billing procedure. Project Stung — Upon receipt of notification to commence the various tasks from the City, the Project Manager will assign the most qualified professionals to review.the project submittals. This assignment will be communicated to the City and the Developer and its consultant for all future correspondences. Project Tracking Setup - The Project Manager works with our Project Administrator to assign a unique Project Job Number to the Work Order and enter the tasks and budgets into our tracking system. Monitoring and Adjustments - Upon notification by the Project Manager, each task is initiated and closely monitored for progress. All labor hours and expenses are assigned to the unique project number and accumulated by our accounting department. The Project Manager receives a biweekly report of actual labor hours and expenses accumulated per task from our Project Administrator. This information is also available on an "as - requested" basis. This report is reviewed and any potential variances are identified by the Project Manager specifically in regard to those tasks, which are red flagged as having reached 80 percent expenditure of budget. The Project Manager then investigates the potential variance to deterniine the cause and effect. If it is determined that the scope of work has changed, site conditions are different than expected, or other conditions out of our control have occurred, the Project Manager will immediately notify the proper City representative for proper remediation. The Project Manager receives a monthly preview of the invoicing for each project for review and implements the same process as described above. Technical Review, Laboratory and Field Testing Protocol - As mentioned earlier, a protocol will be developed for all technical activities. This protocol is expected to be based on the City of Azusa requirements and other appropriate requirements common to our industry. Typical requirements include those provided by Uniform Building Code (UBC) or California Building Code (CBC), Division of State Architect (DSA), the California State Department of Education, the CDMG procedures outlined in applicable publications, and the American Society for Testing and Materials (ASTM Practice E 1527) Standards, as appropriate. Development of Links Between Geotechnical Group and Environmental and Material Testing and Special Inspection Groups — While we expect the bulk of the work to be of a geotechnical/geological nature, a link will be developed between our geotechnical and environmental groups to specifically address any concerns regarding contaminated soils in the nursery environment during the investigation and construction phases of the project. The link can also be developed between our geotechnical and material testing and special inspection groups during the construction phase of the project. Cast Control/Cost Management Procedures and Policies - Petra's corporate and project personnel have successfully demonstrated effective cost management, superior quality of work, and the ability to successfully perform multi -task projects within the most demanding of schedules and budgetary requirements. We are committed to providing effective project management through proper training and open communication between City representatives and Petra personnel. Cost control and management will be maintained by the designated Project Engineer and Project Geologist, who are responsible for monitoring all project costs. The Project Engineer and the Project Geologist will also receive and review both bi-weekly and monthly reports on in-house costs, allowing them to maintain and employ tight cost control measures for each project assignment. Tj pical Scope of Services Our scope of services for third party geotechnical reviews typically includes the review of preliminary investigation and grading plan, rough -grading (compaction), and post -grading (final) reports, and pavement section designs submitted to the City during the building permit acquisition (investigation) and grading and post -grading (construction) processes. Petra's personnel will work directly with City officials and the applicant's geotechnical consultant. Based upon our review, Petra personnel will recommend approval of the report(s) or prepare a Geotechnical Report Review letter. If needed, Petra personnel will also review subsequent geotechnical response reports prepared by the applicant's consultant. Specific scope of work for investigation and construction phases of the project is expected to be as follows. Investigation Phase — Our scope of work during the investigation phase of the project is expected to consist of some or all of the following. I . Collect and review readily available literature and maps pertaining to soil and geologic conditions within and adjacent to the site. This includes a review of published and unpublished maps, and reports from various sources. 2. Perform a reconnaissance of the site and geologic mapping, if deemed necessary, to familiarize our personnel with geotechnical and geological features of the site. 3. Obtain and review historical aerial photographs to better define surface features within and adjacent to the site and determine previous land usage. 4. Review grading and foundation plans and project specifications made available to us at the time of investigation. 5. Provide consultation and guidance to geotechnical fieldwork to be performed by developer's consultants. 6. Review, provide comment and recommend solution and/or approval on behalf of the City regarding the investigation, reports and design. 7. Assist in overseeing the implementation of the conditions for approval and/or mitigation. 8. Communicate all of above in a concise manner with appropriate City personnel. 9. Provide documentation for above activities. Construction Phase - Our scope of work during the investigation phase of the project is expected to consist of some or all of the following. 1. Attend pre -grade meetings and perform an initial site observation. 2. Perform observation and field verification testing services during site grading. 3. Perform geological observation and mapping during grading to document conditions not encountered during the investigation phase. 4. Footing trench excavation observation and verification testing. 5. Utility trench backfill observation and verification testing. 6. Slab subgrade pre-soaking observation and verification probing. 7. Retaining wall footing, drainage, and backfill observation and verification testing. 8. Concrete flatwork pre-soaking observation and verification probing. 9. Review and provide guidance for structural pavement section design. 10. Curb, gutter, and sidewalk observation and verification testing. 11. Street subgrade, base, and asphalt verification testing. 12. Review, provide comment and recommend solution and/or approval on behalf of the City regarding the construction, reports and design. 13. Assist in overseeing the implementation of the conditions for approval and/or mitigation. 14. Communicate all of above in a concise manner with appropriate City personnel. 15. Provide documentation for above activities. EXHIBIT "B" SCHEDULE OF SERVICES R VPUB\NG S\544364 B-1 SCHEDULE TIME LINE FOR REVIEW AND CONSULTING SERVICES ACTIVITY TURN -AROUND TIME Review of Reports 5 — 10 Working Days Review of Letters 2 — 5 Working Days Field Inspection During Grading 4 Hours within Any Day or Call before 4 pm for the Next Mornin Geologic Mapping As Dictated by Pre -Planned Field Schedule or by Appointment 24 to 48 Hours Before Consultation By Phone or E- Mail on a As -Needed basis IV PETRA EXHIBIT "C" COMPENSATION RVPUB\NGS\544364 C_1 Standard Fee Schedule Construction Support October 1, 2003 Principal Engineer/Geologist $ 135.00/hr. Senior Associate Engineer/Geologist $ 125.00/hr. Associate Engineer/Geologist $ 115.00/hr. Senior Project Engineer/Geologist $ 110.00/hr. Project Engineer/Geologist $ 105.00/hr. Senior Staff Engineer/Geologist $ 95.00/hr. Staff Engineer/Geologist $ 75.00/hr. Supervising Engineering Technician $ 85.00/hr.* Senior Engineering Technician S 70.00/hr.* Engineering Technician $ 60.00/hr.* Deputy Geotechnical Inspector $ 90.00/hr. Deputy Concrete Inspector $ 45.00/hr.** Deputy Masonry Inspector $ 45.00/hr.** Senior Laboratory Technician $ 85.00/hr. Laboratory Technician $ 65.00/hr. Draftsperson $ 70.00/hr. Xerox Rate $ .25/sheet Outside Consultants Cost + 20% Drilling/Equipment Rental Cost + 20% Postage/Freight Cost + 20% Blueprints Cost + 20% Travel & Transportation Cost Subsistence Cost Company Equipment Usage No Charge Mileage/Truck Usage No Charge Word Processing/Clerical No Charge * Costs for Field Density Testing are included. ** Two -Hour Minimum (work will be rounded up in increments of two hours) NOTE: Travel time to field job sites is charged on a portal to portal basis at the appropriate hourly rate. Overtime for non -registered professionals and technicians is $25 over the hourly rate. Overtime for deputy inspectors is 1.5 times the regular hourly rate. Standard Fee Schedule Public Works Support (Prevailing Wage Projects) October I, 2003 Principal Engineer/Geologist Senior Associate Engineer/Geologist Associate Engineer/Geologist Senior Project Engineer/Geologist Project Engineer/Geologist Senior Staff Engineer/Geologist Staff Engineer/Geologist Soils Field Technician Deputy Geotechnical Inspector Building Construction Inspector Senior Laboratory Technician Laboratory Technician Draftsperson Xerox Rate Outside Consultants Drilling/Equipment Rental Postage/Freight Blueprints Travel & Transportation Subsistence Company Equipment Usage Mileage/Truck Usage Word Processing/Clerical * Costs for Field Density Testing are included. ** Two -Hour Minimum (work will be rounded up in increments of two hours) $135.00/hr. $125.00/hr. $115.00/hr. $110.00/hr. $105.00/hr. $ 95.00/hr. $ 85.00/hr. $ 90.00/hr.*/** $ 95.00/hr. * * $ 95.00/hr. * * $ 85.00/hr. $ 65.00/hr. $ 70.00/hr. $ .25/sheet Cost + 20% Cost + 20% Cost + 20% Cost + 20% Cost Cost No Charge No Charge No Charge NOTE: One-way travel time from our office to field job sites is charged the appropriate hourly rate when less than 8 hours of field time is required during any one day. When field time is 8 hours or more per day, there is no charge for travel. Overtime for non -registered professionals and technicians is $25 over the hourly rate. Overtime for deputy inspectors is 1.5 times the regular hourly rate. Untitled *** FOR INTERNAL USE ONLY PO #: ***** W O R K S H E E T* CITY OF AZUSA PR #: C10367 TO: SHIP TO: PETRA GEOTECHNICAL INC. Central Receiving 3185-A AIRWAY AVE. 809 NORTH ANGELENO AVENUE COSTA MESA, CA 92626 AZUSA, CA 91702 Vendor ID Department Date Required V08411 Rose Tara 10/12/04 NET 30 ITEM # QTY UNITS DESCRIPTION 0001 20,000 EA MONROVIA NURSERY GEOLOGICAL & GEOTECHNICAL REVIEW SVCS. YES Print Date 10/12/04 UNIT PRICE EXTENDED PRICE 5000000613-2719 20,000.00 Page 1 1.00 20,000.0 TOTAL $ 20,000.00 DATE (MWODIYY) 1 ACORU:. CERTIFICATE OF LIABILITY INSURANCE 09/17/2004 PRODUCER Dealey, Renton & Associates P. O. Box 10550 Santa Ana, CA 92711-0550 714 427-6810 INSURED. - Petra Geotechnical, Inc. 3185-A Airway Avenue Costa Mesa, CA 92626 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER, THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. I INSURERS AFFORDING COVERAGE 1 INSURER A: United States Fidelity & Guaranty INSURER B: Fidelity & Guaranty Ins. Underwriter INSURER C: St. Paul Fire & Marine Ins. Co. ' INSURER D: American Home Assurance Company INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. VCTYPE OF INSURANCE POLICY NUMBER F-14 EFFECTIVE POLICY EXPIRATIOLIMBS A ' GENERAL LIABILITY BKO1558868 { 06/25/04 '06/25/05 EACH OCCURRENCE $1,000,000 MERCILGENERIAILITY FIREDAMAGE(Anyon�:COMefire) s500000 MED EXP (Any one person) $10,000 CLAIMS MADE � X I OCCUR INDP. CONTRACTORS PERSONAL& ADV INJURY $100000 IX CONTRACTUAL INCLUDED i I' X BFPD,_XCU _ I �GEN'L GENERAL AGGREGATE s2,000000 AGGREGATE LIMITAPPLIESPER: f !I PRODUCTS -COMP/OPAGG s2,000,000 �aF POLICY I 1 I LOC F B AUTOMOBILE LIABILITY BA01558855 06/25/04 106/25/05 ANY AUTO COMBINED SINGLE LIMIT (Ea accident) $1,000,000 ALL OWNED AUTOS BODILY INJURY $ SCHEDULED AUTOS 1 (Per person) r----- !1 1 X HIRED AUTOS BODILY INJURY $ X_ NON -OWNED AUTOS r (Per accident) �---_. PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY I AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ j ANY AUTO r r $ I AUTO ONLY: qGG A EXCESS LIABILITY___ BKO1558868 06/25/04 106/25/05 EACH OCCURRENCE =4,OQQ�QQQ X OCCUR I ]CLAIMS MADE PROF. LIABILITY j AGGREGATE - � 14 0,000 IS EXCLUDED _ - $ DEDUCTIBLE $ RETENTION $ C WORKERS COMPENSATION AND WVA2445598 06/25/04 06/25/05 X I WC STATU- , IOTH- EMPLOYERS' LIABILITY _T.QHY). 4II E.L. EACH ACCIDENT ACCIDENT $1 000,000 E.L. DISEASE -EA EMPLOYEE $1,000,000 E.L. DISEASE -POLICY LIMIT I $1,000,000 _ D 1 OTHER Professional 0441721 02/01/04 102/01/05 $2,000,000 per claim Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONS/LOCATIONSIVEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS General Liability policy excludes claims arising out of the performance of professional services Re: All Operations as Performed by the Named Insured (See Attached Descriptions) CERTIFICATE HOLDER ADD1TiONALINSURED: INSURER LETTER; CANCELLATION Tpn nig/ Nnfirp fnr Nnn.Pnumpnt of Prpmirrm City of Azusa Department of Community Development Po Box 1395 Azusa, CA 91702 SHOULD ANYOF TH E ABOVE DESCRIBED POLICIES SE CANCELLED BEFORE TH E EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL XJ( XWMAIL 30__DAYS WRITTEN NOTICE TOTHE CERTIFICATE HOLDER NAM EDTOTHELEFT, B XtlFli7iRj0M0)1K",) AUTHORIZED REPRESENTATIVE ACORD 25-S 7/97 4 r(, - r r ■ r t� �15r u v ry 11 of 2 #M105283 -rf�LL 0ACORD CORPORATION 1988 DESCRIPTIONS (Continued from Page 1) City of Azusa Department of Community Development is additional insured as respects to General Liability. Primary and Non -Contributing coverage applies to GL. Cross Liability coverage applies to GL. Waiver of Subrogation applies to GL. Waiver of Subrogation for Work Comp is included. (G L-AI/PR/CRS/SBG L/SU B/X) AMS Z5.3 (07/97) Z of Z #M105283 Policy Number: BKO1558868 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 09/17/2004 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of Azusa Department of Community Development Po Box 1395 Azusa, CA 91702 SECTION II - WHO IS AN INSURED is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of "your work" for that insured by or for you. PRIMARY INSURANCE: IT IS UNDERSTOOD AND AGREED THAT THIS INSURANCE IS PRIMARY AND ANY OTHER INSURANCE MAINTAINED BY THE ADDITIONAL INSURED SHALL BE EXCESS ONLY AND NOT CONTRIBUTING WITH THIS INSURANCE. SEVERABILITY OF INTEREST: IT IS AGREED THAT EXCEPT WITH RESPECT TO THE LIMIT OF INSURANCE, THIS COVERAGE SHALL APPLY AS IF EACH ADDITIONAL INSURED WERE THE ONLY INSURED AND SEPARATELY TO EACH INSURED AGAINST WHOM CLAIM IS MADE OR SUIT IS BROUGHT. WAIVER OF SUBROGATION: IT IS UNDERSTOOD AND AGREED THAT THE COMPANY WAIVES THE RIGHT OF SUBROGATION AGAINST THE ABOVE ADDITIONAL INSURED(S), BUT ONLY AS RESPECTS THE JOB OR PREMISES DESCRIBED IN THE CERTIFICATE ATTACHED HERETO. CL/BF 22 40 03 95 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement changes the policy to which it is attached effective on the inception date of the policy unless a different date is indicated below. (The following "attaching clause" needs to be completed only when this endorsement is issued subsequent to preparation of the policy.) This endorsement forms a part of Policy No. WVA2 4 4 5 5 9 8 Issued to: Petra Geotechnical, Inc. By: St. Paul Fire & Marine Ins. Co. Premium (if any) TBD We have a right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us). You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2-5% of the California workers compensation premium otherwise due on such remuneration. Schedule Person or Organization City of Azusa Department of Community Development Po Box 1395 Azusa, CA 91702 WC 04 03 06 (Ed. 4-84) Countersigned by � v�uYvl2Q°l L Job Description Authorized Representative