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HomeMy WebLinkAboutCSG Consultants, Inc. - 2018-10-01City of Huntington Beach File #: 18-363 MEETING DATE: 10/1/2018 REQUEST FOR CITY COUNCIL ACTION SUBMITTED TO: Honorable Mayor and City Council Members SUBMITTED BY: Fred A. Wilson, City Manager PREPARED BY: Ursula Luna -Reynosa, Director of Community Development Subject: Approve and authorize the Mayor and City Clerk to execute Professional Services Contracts for As Needed Building Plan Review Services with CSG Consultants, Inc., in the amount of $550,000; and, West Coast Code Consultants, Inc., in the amount of $200,000; and, approve an increase in the Community Development Department's Professional Services listing Authority by $500,000 Statement of Issue: Transmitted for City Council's consideration is a request to enter into a Professional Services Contract with CSG Consultants, Inc. and West Coast Code Consultants, Inc. to provide plan review services. Financial Impact: Both contracts are for a three (3) year term. The contract with CSG Consultants, Inc. is for $550,000 and the contract with West Coast Code Consultants, Inc. is for $200,000 for a total of $750,000 over three years. Year one will commence during FY18/19 and $250,000 is budgeted and available as part of the FY18/19 Community Development approved budget in business unit 10060501. Year two will commence during FY19/20 and $230,000 will be funded from FY19/20 Community Development proposed budget and projected salary savings of $20,000. Year three will commence during FY20/21 and $250,000 will be funded from the FY20/21 proposed budget and salary savings. Recommended Action: A) Approve the increase in the Community Development Department's professional services listing authority by $500,000 for plan check services to ensure compliance with Administrative Regulation Number 228, Section 71;_and — B) Approve and authorize the Mayor and City Clerk to execute a three (3) Year "Profession Services Contract between the City of Huntington Beach and CSG Consultants, Inc. for Buildi g Plan Review Services" in the amount of Five Hundred and Fifty Thousand Dollars ($550,000), as p epared City of Huntington Beach —Page-1-of-3 Printed on 9/26/2018 347 PovvereC by Leg(starw File #: 18-363 MEETING DATE: 10/1/2018 and approved by the City Attorney; and, F Approveand authorize the Mayor and City Clerk to execute a three (3) Year "Professional vices Contract between the City of Huntington Beach and West Coast Code Consultants, Inc. for' ding Plan Review Services" in the amount of Two Hundred Thousand Dollars ($200,000), as prepared and approved by the City Attorney. Alternative Action(s): 1. Deny the contracts and direct staff accordingly. Analysis: Applicants who desire to construct projects within the City must submit plans for review to ensure compliance with the California State Building Code (the "CBO"). Applicants pay fees for this service and expect reasonable turnaround times. The City currently only has one in-house plan checker who is not a licensed engineer. This staffing level is not sufficient to respond to the amount of activity in a timely manner. At one time, the City had three in-house plan checkers, one of which was a licensed structural engineer. Development activity has been at historically high levels in recent years, but economic forecasts seem to suggest that a slowdown may be eminent. Supplementing with professional services provided by engineering consultants allows the City to be nimble in the event of a decreased demand for services. On September 8, 2015, the City approved a three (3) year, five hundred thousand dollars ($500,000) professional services contract with CSG Consultants, Inc. for Building Plan Review Services. Subsequently, that contract was amended one time to increase the limit of the contract by $340,000, and has now expired. It is necessary to enter into a new agreement in order to provide building plan check services. Consultant Selection Process Utilizing City procurement procedures, Staff solicited proposals for building plan check services. Twelve (12) bid responses were received. Proposals were then evaluated and ranked by three (3) staff members within the Community Development and Fire Departments. Of the 12 consultant proposals received, staff plans to award agreements to two firms based on the experience and qualifications of those firms. CSG Consultants, Inc. has supplied building plan review services to the City over the last eight years, is well respected in the industry, and has a proven track record of providing exceptional service for the City. West Coast Code Consultants, Inc. will be a second source for Building Plan Review Services as they are priced competitively and are respected in the industry. Staff recommends the City Council approve and authorize the Mayor and City Clerk to execute: 1) a professional services contract with CSG Consultants, Inc. in the amount of $550,000; and, 2) a professional services contract with West Coast Code Consultants, Inc. in the amount of $200,000. City of Huntington Beach Page 2 of 3 Printed on 9/26/2018 348 powered by Legistar111, File #: 18-363 MEETING DATE: 10/1/2018 Environmental Status: The request is exempt pursuant to Section 15061(b) (3) of the California Environmental Quality Act. Strategic Plan Goal: Improve quality of life Attachment(s): 1. Professional Services Contract between the City of Huntington Beach and CSG Consultants, Inc. for Building Plan Review Services 2. Professional Services Contract between the City of Huntington Beach and West Coast Code Consultants, Inc. for Building Plan Review Services 3. Professional Services Analysis Forms City of Huntington Beach 349 Page 3 of 3 Printed on 9/26/2018 powered by Legister- PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND CSG CONSULTANTS, INC FOR BUILDING PLAN REVIEW SERVICES THIS AGREEMENT ("Agreement") is made and entered into by and between the City of Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as "CITY," and CSG CONSULTANTS, INC, a California Corporation hereinafter referred to as "CONSULTANT." WHEREAS, CITY desires to engage the services of a consultant to perform professional plan review services; and Pursuant to documentation on file in the office of the City Clerk, the provisions of the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of professional service contracts have been complied with; and CONSULTANT has been selected to perform these services, NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows: 1. SCOPE OF SERVICES CONSULTANT shall provide all services as described in Exhibit "A," which is attached hereto and incorporated into this Agreement by this reference. These services shall sometimes hereinafter be referred to as the "PROJECT." CONSULTANT hereby designates Khoa Duong who shall represent it and be its sole contact and agent in all consultations with CITY during the performance of this Agreement. 2. CITY STAFF ASSISTANCE CITY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this Agreement. agree/ s"rfnet/professional Svcs mayor I of 11 10/12 3. TERM; TIME OF PERFORMANCE Time is of the essence of this Agreement. The services of CONSULTANT are to commence on October 1 2018 (the "Commencement Date"). This Agreement shall automatically terminate three (3) years from the Commencement Date, unless extended or sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be completed no later than 45 days from the Commencement Date. The time for performance of the tasks identified in Exhibit "A" are generally to be shown in Exhibit "A." This schedule may be amended to benefit the PROJECT if mutually agreed to in writing by CITY and CONSULTANT. In the event the Commencement Date precedes the Effective Date, CONSULTANT shall be bound by all terms and conditions as provided herein. 4. COMPENSATION In consideration of the performance of the services described herein, CITY agrees to pay CONSULTANT on a time and materials basis at the rates specified in Exhibit "B," which is attached hereto and incorporated by reference into this Agreement, a fee, including all costs and expenses, not to exceed Five Hundred Fifty Thousand Dollars ($550,000). 5. EXTRA WORK In the event CITY requires additional services not included in Exhibit "A" or changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such work only after receiving written authorization from CITY. Additional compensation for such extra work shall be allowed only if the prior written approval of CITY is obtained. 6. METHOD OF PAYMENT CONSULTANT shall be paid pursuant to the terms of Exhibit "B." agree/ surfneUprofessional sves mayor 2 of 11 10/12 7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS CONSULTANT agrees that title to all materials prepared hereunder, including, without limitation, all original drawings, designs, reports, both field and office notices, calculations, computer code, language, data or programs, maps, memoranda, letters and other documents, shall belong to CITY, and CONSULTANT shall turn these materials over to CITY upon expiration or termination of this Agreement or upon PROJECT completion, whichever shall occur first. These materials may be used by CITY as it sees fit. 8. HOLD HARMLESS CONSULTANT hereby agrees to protect, defend, indemnify and hold harmless CITY, its officers, elected or appointed officials, employees, agents and volunteers from and against any and all claims, damages, losses, expenses, judgments, demands and defense costs (including, without limitation, costs and fees of litigation of every nature or liability of any kind or nature) arising out of or in connection with CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent (or alleged negligent) performance of this Agreement or its failure to comply with any of its obligations contained in this Agreement by CONSULTANT, its officers, agents or employees except such loss or damage which was caused by the sole negligence or willful misconduct of CITY. CONSULTANT will conduct all defense at its sole cost and expense and CITY shall approve selection of CONSULTANT's counsel. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as limitation upon the amount of indemnification to be provided by CONSULTANT. 9. PROFESSIONAL LIABILITY INSURANCE CONSULTANT shall obtain and furnish to CITY a professional liability insurance policy covering the work performed by it hereunder. This policy shall provide coverage for CONSULTANT's professional liability in an amount not less than One Million Dollars abreel surfneUprofessional svcs mayor 3 of 11 10/12 ($1,000,000.00) per occurrence and in the aggregate. The above -mentioned insurance shall not contain a self -insured retention without the express written consent of CITY; however an insurance policy "deductible" of Ten Thousand Dollars ($10,000.00) or less is permitted. A claims -made policy shall be acceptable if the policy further provides that: A. The policy retroactive date coincides with or precedes the initiation of the scope of work (including subsequent policies purchased as renewals or replacements). B. CONSULTANT shall notify CITY of circumstances or incidents that might give rise to future claims. CONSULTANT will make every effort to maintain similar insurance during the required extended period of coverage following PROJECT completion. If insurance is terminated for any reason, CONSULTANT agrees to purchase an extended reporting provision of at least two (2) years to report claims arising from work performed in connection with this Agreement. If CONSULTANT fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the CITY with required proof that insurance has been procured and is in force and paid for, the CITY shall have the right, at the CITY's election, to forthwith terminate this Agreement. Such termination shall not effect Consultant's right to be paid for its time and materials expended prior to notification of termination. CONSULTANT waives the right to receive compensation and agrees to indemnify the CITY for any work performed prior to approval of insurance by the CITY. 10. CERTIFICATE OF INSURANCE Prior to commencing performance of the work hereunder, CONSULTANT shall furnish to CITY a certificate of insurance subject to approval of the City Attorney evidencing the foregoing insurance coverage as required by this Agreement; the certificate shall: agree/ surfnet/professional svcs mayor 4 of 11 10/12 A. provide the name and policy number of each carrier and policy; B. state that the policy is currently in force; and C. shall promise that such policy shall not be suspended, voided or canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice; however, ten (10) days' prior written notice in the event of cancellation for nonpayment of premium. CONSULTANT shall maintain the foregoing insurance coverage in force until the work under this Agreement is fully completed and accepted by CITY. The requirement for carrying the foregoing insurance coverage shall not derogate from CONSULTANT's defense, hold harmless and indemnification obligations as set forth in this Agreement. CITY or its representative shall at all times have the right to demand the original or a copy of the policy of insurance. CONSULTANT shall pay, in a prompt and timely manner, the premiums on the insurance hereinabove required. 11. INDEPENDENT CONTRACTOR CONSULTANT is, and shall be, acting at all times in the performance of this Agreement as an independent contractor herein and not as an employee of CITY. CONSULTANT shall secure at its own cost and expense, and be responsible for any and all payment of all taxes, social security, state disability insurance compensation, unemployment compensation and other payroll deductions for CONSULTANT and its officers, agents and employees and all business licenses, if any, in connection with the PROJECT and/or the services to be performed hereunder. 12. TERMINATION OF AGREEMENT All work required hereunder shall be performed in a good and workmanlike manner. CITY may terminate CONSULTANT's services hereunder at any time with or without cause, and whether or not the PROJECT is fully complete. Any termination of this Agreement by CITY shall agree/ surtnet/professional Svcs mayor 5 of 11 10/12 be made in writing, notice of which shall be delivered to CONSULTANT as provided herein. In the event of termination, all finished and unfinished documents, exhibits, report, and evidence shall, at the option of CITY, become its property and shall be promptly delivered to it by CONSULTANT. 13. ASSIGNMENT AND DELEGATION This Agreement is a personal service contract and the work hereunder shall not be assigned, delegated or subcontracted by CONSULTANT to any other person or entity without the prior express written consent of CITY. If an assignment, delegation or subcontract is approved, all approved assignees, delegates and subconsultants must satisfy the insurance requirements as set forth in Sections 9 and 10 hereinabove. 14. COPYRIGHTS/PATENTS CITY shall own all rights to any patent or copyright on any work, item or material produced as a result of this Agreement. 15. CITY EMPLOYEES AND OFFICIALS CONSULTANT shall employ no CITY official nor any regular CITY employee in the work performed pursuant to this Agreement. No officer or employee of CITY shall have any financial interest in this Agreement in violation of the applicable provisions of the California Government Code. 16. NOTICES Any notices, certificates, or other communications hereunder shall be given either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to CITY as the situation shall warrant, or by enclosing the same in a sealed envelope, postage prepaid, and depositing the same in the United States Postal Service, to the addresses specified below. CITY and CONSULTANT may designate different addresses to which subsequent notices, certificates or agree/ surfiieUprofessional sves mayor 6 of 11 10/12 other communications will be sent by notifying the other party via personal delivery, a reputable overnight carrier or U. S. certified mail -return receipt requested: TO CITY: City of Huntington Beach ATTN: Ursula Luna -Reynosa Director of Community Development 2000 Main Street Huntington Beach, CA 92648 17. CONSENT When CITY's consent/approval TO CONSULTANT: CSG Consultants, Inc. Khoa Duong Vice President, Building Department 3703 W. Garden Grove Blvd., Suite 100 Orange, CA 92868 khoa@csgengr.com is required under this Agreement, its consent/approval for one transaction or event shall not be deemed to be a consent/approval to any subsequent occurrence of the same or any other transaction or event. 18. MODIFICATION No waiver or modification of any language in this Agreement shall be valid unless in writing and duly executed by both parties. 19. SECTION HEADINGS The titles, captions, section, paragraph and subject headings, and descriptive phrases at the beginning of the various sections in this Agreement are merely descriptive and are included solely for convenience of reference only and are not representative of matters included or excluded from such provisions, and do not interpret, define, limit or describe, or construe the intent of the parties or affect the construction or interpretation of any provision of this Agreement. 20. INTERPRETATION OF THIS AGREEMENT The language of all parts of this Agreement shall in all cases be construed as a whole, according to its fair meaning, and not strictly for or against any of the parties. If any provision of this Agreement is held by an arbitrator or court of competent jurisdiction to be agree/ surfnet/professional svcs mayor 7 of 11 10/12 unenforceable, void, illegal or invalid, such holding shall not invalidate or affect the remaining covenants and provisions of this Agreement. No covenant or provision shall be deemed dependent upon any other unless so expressly provided here. As used in this Agreement, the masculine or neuter gender and singular or plural number shall be deemed to include the other whenever the context so indicates or requires. Nothing contained herein shall be construed so as to require the commission of any act contrary to law, and wherever there is any conflict between any provision contained herein and any present or future statute, law, ordinance or regulation contrary to which the parties have no right to contract, then the latter shall prevail, and the provision of this Agreement which is hereby affected shall be curtailed and limited only to the extent necessary to bring it within the requirements of the law. 21. DUPLICATE ORIGINAL The original of this Agreement and one or more copies hereto have been prepared and signed in counterparts as duplicate originals, each of which so executed shall, irrespective of the date of its execution and delivery, be deemed an original. Each duplicate original shall be deemed an original instrument as against any party who has signed it. 22. IMMIGRATION CONSULTANT shall be responsible for full compliance with the immigration and naturalization laws of the United States and shall, in particular, comply with the provisions of the United States Code regarding employment verification. 23. LEGAL SERVICES SUBCONTRACTING PROHIBITED CONSULTANT and CITY agree that CITY is not liable for payment of any subcontractor work involving legal services, and that such legal services are expressly outside the scope of services contemplated hereunder. CONSULTANT understands that pursuant to Huntington Beach City Charter Section 309, the City Attorney is the exclusive legal counsel for agree/ surfnet/professional sves mayor 8 of 11 10/12 CITY; and CITY shall not be liable for payment of any legal services expenses incurred by CONSULTANT. 24. ATTORNEY'S FEES In the event suit is brought by either party to construe, interpret and/or enforce the terms and/or provisions of this Agreement or to secure the performance hereof, each party shall bear its own attorney's fees, such that the prevailing party shall not be entitled to recover its attorney's fees from the nonprevailing party. 25. SURVIVAL Terms and conditions of this Agreement, which by their sense and context survive the expiration or termination of this Agreement, shall so survive. 26. GOVERNING LAW This Agreement shall be governed and construed in accordance with the laws of the State of California. 27. SIGNATORIES Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify CITY fully for any injuries or damages to CITY in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. 28. ENTIRETY The parties acknowledge and agree that they are entering into this Agreement freely and voluntarily following extensive arm's length negotiation, and that each has had the opportunity to consult with legal counsel prior to executing this Agreement. The parties also acknowledge and agree that no representations, inducements, promises, agreements or warranties, oral or otherwise, have been made by that party or anyone acting on that party's behalf, which are not embodied in this agree/ surfnet/professional Svcs mayor 9 of 11 10/12 Agreement, and that that party has not executed this Agreement in reliance on any representation, inducement, promise, agreement, warranty, fact or circumstance not expressly set forth in this Agreement. This Agreement, and the attached exhibits, contain the entire agreement between the parties respecting the subject matter of this Agreement, and supersede all prior understandings and agreements whether oral or in writing between the parties respecting the subject matter hereof. 29. EFFECTIVE DATE This Agreement shall be effective on the date of its approval by the City Council. This Agreement shall expire when terminated as provided herein. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized officers. agree/ surfneUprofessional Svcs mayor 10 Of 11 10/12 CONSULTANT, CSG Consultants, Inc COMPANY NAME By: rint name ITS: (circle one)fhirmanfresiden ice President AND By: A(&m rjy x4A' yATi4 print name ITS: (circle one) ecret Chief Financial Officer/Asst. Secretary - Treasurer CITY OF HUNTINGTON BEACH, a municipal corp2ration of the State of Californibr _ _ nA Ma or City Clerk°/aN8 7�3 IIN'ITIATED AN PP VED: Director of Community Development REVIE D APPROVED: C ty anager agree/ surfnet/professional svcs mayor 11 Of 11 10/12 EXHIBIT "A" A. STATEMENT OF WORK: (Narrative of work to be performed) California Code of Regulations, Title 24 Part 1 California Building Standards Administrative Code Part 2 California Building Code Part 2.5 California Residential Building Code Part 3 California Electrical Code Part 4 California Mechanical Code Part 5 California Plumbing Code Part 6 California Energy Code Part 7 (No longer published in Title 24: See Title 8, CCR) Part 8 California Historical Building Code Part 9 California Fire Code Part10 California Existing Building Code Part 11 California Green Building Standards Code Part 12 California Reference Standards Code Huntington Beach Municipal Code Noise Attenuation and local requirements Federal Flood Plan Regulations (FEMA) B. CONSULTANT'S DUTIES AND RESPONSIBILITIES: 1. CSG shall pay all wages to its plan reviewers who are subject to this agreement. C. CITY'S DUTIES AND RESPONSIBILITIES: 1. City shall quality control calculations by CSG. EXHIBIT A D. WORK PROGRAM/PROJECT SCHED City to provide plans for plan review on an as need basis. EXHIBIT A EXHIBIT "B" Payment Schedule (Hourly Payment) A. Hourly CONSULTANT'S fees for such services shall be based upon the following hourly rate and cost schedule: Certified Plan Review $ 95.00 per hour Structural Plan Review/Prof Engineer $115.00 per hour Structural Plan Review/Structural Eng $125.00 per hour Permit Technician $40-$55 per hour Offsite Plan review Services 75% of the City's Plan Check Fee Collected B. Travel Charges for time during travel are not reimbursable. C. Billing 1. All billing shall be done monthly in fifteen (15) minute increments and matched to an appropriate breakdown of the time that was taken to perform that work and who performed it. 2. Each month's bill should include a total to date. That total should provide, at a glance, the total fees and costs incurred to date for the project. 3. A copy of memoranda, letters, reports, calculations and other documentation prepared by CONSULTANT may be required to be submitted to CITY to demonstrate progress toward completion of tasks. In the event CITY rejects or has comments on any such product, CITY shall identify specific requirements for satisfactory completion. 4. CONSULTANT shall submit to CITY an invoice for each monthly payment due. Such invoice shall: A) Reference this Agreement; B) Describe the services performed; C) Show the total amount of the payment due; D) Include a certification by a principal member of CONSULTANT's firm that the work has been performed in accordance with the provisions of this Agreement; and E) For all payments include an estimate of the percentage of work completed. Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is making satisfactory progress toward completion of tasks in accordance with this Agreement, CITY shall approve the invoice, in which event payment shall be made within thirty (30) days of receipt of the invoice by CITY. Such approval shall not be Exhibit B unreasonably withheld. If CITY does not approve an invoice, CITY shall notify CONSULTANT in writing of the reasons for non -approval and the schedule of performance set forth in Exhibit "A" may at the option of CITY be suspended until the parties agree that past performance by CONSULTANT is in, or has been brought into compliance, or until this Agreement has expired or is terminated as provided herein. 5. Any billings for extra work or additional services authorized in advance and in writing by CITY shall be invoiced separately to CITY. Such invoice shall contain all of the information required above, and in addition shall list the hours expended and hourly rate charged for such time. Such invoices shall be approved by CITY if the work performed is in accordance with the extra work or additional services requested, and if CITY is satisfied that the statement of hours worked and costs incurred is accurate. Such approval shall not be unreasonably withheld. Any dispute between the parties concerning payment of such an invoice shall be treated as separate and apart from the ongoing performance of the remainder of this Agreement. Exhibit B 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND CSG CONSULTANTS, INC FOR BUILDING PLAN REVIEW SERVICES Table of Contents Scopeof Services.....................................................................................................I CityStaff Assistance................................................................................................2 Term; Time of Performance.....................................................................................2 Compensation..........................................................................................................2 ExtraWork...............................................................................................................2 Methodof Payment..................................................................................................3 Disposition of Plans, Estimates and Other Documents...........................................3 HoldHarmless.........................................................................................................3 Professional Liability Insurance.............................................................................4 Certificate of Insurance............................................................................................5 Independent Contractor............................................................................................6 Termination of Agreement.......................................................................................6 Assignment and Delegation......................................................................................6 Copyrights/Patents...................................................................................................7 City Employees and Officials..................................................................................7 Notices.........................................................................................7 Consent....................................................................................................................8 Modification............................................................................................................. 8 SectionHeadings.....................................................................................................8 Interpretation of this Agreement..............................................................................8 DuplicateOriginal....................................................................................................9 Immigration............................................................................................................... 9 Legal Services Subcontracting Prohibited................................................................9 Attorney's Fees..........................................................................................................10 Survival.....................................................................................................................10 GoverningLaw.........................................................................................................10 Signatories.................................................................................................................10 Entirety......................................................................................................................10 EffectiveDate................................................................................. I I CERTIFICATE OF LIABILITY INSURANCE 12i7E(MMI DNYYY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT., If the certificate holder is an ADDITIONAL INSURED, the policy(les) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsements . PRODUCER Arthur J. Gallagher & Co. Insurance Brokers of CA, Inc. LIC #0726293 1255 Battery Street, Suite 450 CONTACT NAME: PHONE . 415-536-8617 FAxI 415-536-8627 1. EMAIL INSURERS AFFORDING COVERAGE NAIC N San Francisco CA 94111 INSURERA:Arch Insurance Company 11150 INSURED CSG CO NS-01 INSURER B : CSG Consultants, Inc., Precision Inspection Company, Inc. 550 Pilgrim Drive INSURER C: INsuRERD: INSURER E : Faster City CA 94404 INSURER F r.r)%11=RAr39zC f r:DTICIr`ATC MII611RC0• lh:AhhHlftlhf Dcv,c,nru W IRAMCo. THIS IS TO CERTIFY THAT 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 ANDCONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ILTR TYPE OF INSURANCE ADDLSUBR INSD WVD POLICYNUMBER MMJDD�W MMIDD� LIMITS COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR EACH OCCURRENCE $ DAMAGE TOR NTED PREMISES Ea occurrence $ MED EXP (Any one person) $ PERSONAL &ADV INJURY $ AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ GEN'L POLICY ❑ PRO- JECT LOC PRODUCTS - COMPIOP AGG $ $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIM Ea accident $ BODILY INJURY (Per person) $ ANY AUTO OWNED OS ONLY AUTOS A BODILY INJURY (Per accident) BODILY $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY i I PROPERTY DAMAGE Per accident $ $ UMBRELLA LIAR OCCUR I EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DIED I I RETENTION$ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETOR/PARTNERIEXECUTIVE OFFICEWMEMBER EXCLUDED? ❑ NIA I PER OTH- STATUTE ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYE $ (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1 $ A Professional Liability retro date: 1/1/1991 PAAEP0008802 1214/2/17 12/412018 Each Claim $5,000,000 Aggregate $5,000,000 Deductible: $10,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES IACORD 101, Additional Remarks Schedule, maybe attached If more space Is required) re: All operations of the Named Insured. Certholder in full: City of Huntington Beach, its officers, elected or appointed officials, employees, agents and volunteers. 30 Day Notice of Cancellation on Professional per attached. APP OVED AS TO FORM sy: GtK I U-It A 11_ M U LL7tK cAN GeLLA I I V N CITY ATTORNEY CITY OF HUNTINGTON BEACH SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Huntington Beach THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 2000 Main Street ACCORDANCE WITH THE POLICY PROVISIONS. Huntington Beach CA 92648 USA AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION - CERTIFICATE HOLDERS (SPECIFIED DAYS) The person(s) or organization(s) listed or described in the Schedule below have requested that they receive written notice of cancellation when this policy is cancelled by us. We will mail or deliver to the Person(s) or Organization(s) listed or described in the Schedule a copy of the written notice of cancellation that we sent to you. If possible, such copies of the notice will be mailed at least 30 days, except for cancellation for non-payment of premium which will be mailed 10 days, prior to the effective date of the cancellation, to the address or addresses of certificate holders as provided by your broker or agent. Schedule Person(s) or Organization(s) including mailing address: All certificate holders where written notice of the cancellation of this policy is required by written contract, permit or agreement with the Named Insured and whose names and addresses will be provided by the broker or agent listed in the Declarations Page of this policy for the purposes of complying with such request. This notification of cancellation of the policy is intended as a courtesy only. Our failure to provide such notification to the person(s) or organization(s) shown in the Schedule will not extend any policy cancellation date nor impact or negate any cancellation of the policy. This endorsement does not entitle the person(s) or organization(s) listed or described in the Schedule above to any benefit, rights or protection under this policy. Any provision of this endorsement that is in conflict with a statute or rule is hereby amended to conform to that statute or rule. All other terms and conditions of this policy remain unchanged. Endorsement Number: 7 Policy Number: PAA-P0008802 Named Insured: CSG Consultants, Inc. This endorsement is effective on the inception date of this Policy unless otherwise stated herein: Endorsement Effective Date: December 4, 2016 00 ML0087 00 11 10 Page 1 of 1 Switzer, Donna From: Wessels, Justin Sent: Thursday, October 04, 2018 4:51 PM To: Switzer, Donna Cc: Field, Scott; Gilbert, Debra Subject: RE: Insurance Cert for CSG Consultants Contract Attachments: CSG Insurance Certificate exp 12-4-18.pdf Good Afternoon Donna, Attached is an approved copy of the insurance for CSG Consultants. Regards, Justin Wessels, ARM-P, AIC Risk Management Specialist City of Huntington Beach P:714.374.5378 F:714.536.5212 Justin.Wessels@surfcity-hb.org From: Field, Scott Sent: Thursday, October 04, 2018 4:46 PM To: Gilbert, Debra <dgilbert@surfcity-hb.org>; Wessels, Justin <Justin.Wessels@surfcity-hb.org> Cc: Switzer, Donna <Donna.Switzer@surfcity-hb.org> Subject: FW: Insurance Cert for CSG Consultants Contract Justin & Debra, See Donna's email below. The CSG and West Coast contracts were on the last agenda. The Clerk's Office wound up with two West Coast insurance certificates/endorsements, but nothing for CSG. Hopefully, one of you can provide Donna with the missing CSG document, with my approval stamp. Scott Field Senior Deputy City Attorney City of Huntington Beach, CA OFFICE OF THE CITY ATTORNEY CITY OF HUNTINGTON BEACH 2000 Main St., Fourth Floor Huntington Beach, CA 92648 Ph: (714) 536-5662 Fx:(714)374-1590 Confidentiality Notice: This email may contain material that is confidential, privileged and/or attorney work -product for the sole use of the addressee. Further, this email is protected under the Electronic Communications Privacy Act, 18 U.S.C. Sections 2510- 2522. Any review by, reliance, or distribution by others or forwarding to others without express permission of the author is strictly prohibited. If you receive this transmission in error, you are advised that any disclosure, copying, distribution, or the taking of any action in reliance upon the communication is strictly prohibited. Moreover, any such inadvertent disclosure shall not compromise or waive the attorney -client privilege as to this communication. If you have received this communication in error, please immediately notify the sender and delete this e-mail. Thank you. From: Switzer, Donna Sent: Thursday, October 04, 2018 3:37 PM To: Field, Scott <sfield@surfcity-hb.org> Subject: Insurance Cert for CSG Consultants Contract Hi Scott, I just noticed that the insurance information that was provided to our office along with the CSG contract contains a duplicate copy of the insurance certificate for West Coast Code versus the certificate for CSG Consultants, Inc.. O*I*6GLswx�' etY Deputy City Clerk City of Huntington Beach 2000 Main Street Huntington Beach, CA 92648 (714)374-1649 Donna.Switzer@surfcity-hb.org PROFESSIONAL SERVICE AWARD ANALYSIS SERVICE: On -Call Plan Check SERVICE DESCRIPTION: Review construction documents for compliance with the California Building Code VENDOR: CSG Consultants, Inc. OVERALL RANKING: 1 out of 11 SUBJECT MATTER EXPERTS/RATERS.- (I. Inspection Supervisor 2. Inspection Supervisor 3. Fire Protection Analyst) I. MINIMUM QUALIFICATIONS REVIEW • Written Proposal Score: Avg. of 1198 CSG Consultants, Inc - Minimum Qualifications Review Total Weighted Maximum Criteria Score Score Compliance with RFP Requirements 130 150 Technical Approach -Understanding of Project 240 300 Qualifications & experience of firm 325 375 Recent experience of firm - similar scope 260 300 Cost/Price 180 300 References 60 25 Local Vendor Preference - BONUS 3 5 Total II. DUE DILIGENCE REVIEW • References: Clients such as City of Anaheim, La Habra, & Azusa CSG Consultants, Inc - Summary of Review CSG Consultants, Inc has extensive experience and appropriate staffing in city's needed services CSG Consultants, Inc - Pricing Low end from $95/hr for Plan Checker High end from $125/hr for Plan Checker 393 PROFESSIONAL SERVICE AWARD ANALYSIS SERVICE: On -Call Plan Check SERVICE DESCRIPTION: Review construction documents for compliance with the California Building Code VENDOR: West Coast Code Consultants (WC3) OVERALL RANKING: 3 of 11 SUBJECT MATTER EXPERTS/RATERS: (1. Inspection Supervisor 2. Inspection Supervisor 3. Fire Protection Analyst) III. MINIMUM QUALIFICATIONS REVIEW • Written Proposal Score: Avg. of 1092 WC3 - Minimum Qualifications Review Criteria Compliance with RFP Requirements Technical Approach -Understanding of Project Qualifications & experience of firm Recent experience of firm - similar scope Cost/Price References Local Vendor Preference - BONUS Total Total Weighted Maximum Score Score 90 150 220 300 300 375 240 300 180 300 60 25 2 5 IV. DUE DILIGENCE REVIEW • References: Clients such as County of San Diego, Sonoma, & Emeryville WC3 - Summary of Review West Coast Code Consultants has extensive experience and appropriate staffing in city's needed services WC3 - Pricing Low end from $100/hr for Plan Checker High end from $130/hr for Plan Checker K 394 PROFESSIONAL SERVICE AWARD ANALYSIS SERVICE: On -Call Plan Check SERVICE DESCRIPTION: Review construction documents for compliance with the California Building Code VENDOR #3 OVERALL RANKING: 2 of 11 SUBJECT MATTER EXPERTS/RATERS: (1. Inspection Supervisor 2. Inspection Supervisor 3. Fire Protection Analyst) V. MINIMUM QUALIFICATIONS REVIEW 0 Written Proposal Score: Avg. of 1154 Vendor #3 - Minimum Qualifications Review Total Weighted Maximum Criteria Score Score Compliance with RFP Requirements 100 150 Technical Approach -Understanding of Project 240 300 Qualifications & experience of firm 250 375 Recent experience of firm - similar scope 260 300 Cost/Price 240 300 References 60 25 Local Vendor Preference - BONUS 4 5 Total VI. DUE DILIGENCE REVIEW 0 References: Clients such as City of Whittier, Fontana, & Ventura Vendor #3 - Summary of Review Vendor has some experience and staffing in city's needed services, however references provided were recently acquired contracts. Vendor did not fully demonstrate capacity to handle multiple jurisdictions with the added volume of work from our city. Vendor #3-Pricing Low end from $90/hr for Plan Reviewer High end from $120/hr for Plan Reviewer 3 395 City of Huntington Beach 2000 Main Street ♦ Huntington Beach, CA 92648 (714) 536-5227 ♦ www.huntingtonbeachca.gov Office of the City Clerk Robin Estanislau, City Clerk October 3, 2018 CSG Consultants, Inc. Attn: Khoa Duong Vice President, Building Department 3707 W. Garden Grove Blvd., Suite 100 Orange, CA 92868 Dear Mr. Duong: Enclosed is an original duplicate copy of the fully executed "Professional Services Contract between the City of Huntington Beach and CSG Consultants, Inc. for Building Plan Review Services." Sincerely, Robin Estanislau, CMC City Clerk RE:ds Enclosure Sister Cities: Anjo, Japan ♦ Waitakere, New Zealand